project metrics with power bi and excelintroduction •improving project management every day...

Project Metrics with Power BI and Excel

Presented by EPM Strategy

Introduction• Improving Project Management Every Day

• With expertise in:• Project, Program and Portfolio Management• Organizational Change Management• Microsoft Project Technologies

• Microsoft Silver Partner - Project and Portfolio Competency

• Registered Consultant Provider – PMI RCP Program

• Project Management Professionals – PMP & OPM3

• Microsoft Certified on all versions since 2002• Helped write the Microsoft certification tests

• Some customers: Energizer Battery, Phillips 66, Molex, ITW, Flight Safety, University of Akron…..

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EPM Strategy

Introduction• Who is Collin Quiring?

• A professional with over 20 years of experience in several industries supporting Project Management, Resource Management, System Administration and Training

• Author: Mastering Resource Management Using Microsoft Project and Project Server 2010

• Expertise in:

• Project Management

• Organizational Project Management Maturity

• Microsoft Project, Project Server, Project Online

• Education/Certification

• MBA PMP MCT MCTS OPM3 CPIM

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Introduction• Who is Tim Gryder?

• A professional with over 20 years of experience in several industries supporting Project Management, Resource Management, Operations Management, and Enterprise Resource Planning

• Expertise in:

• Project Management

• Organizational Project Management Maturity

• Microsoft Project, Project Server, Project Online

• Operations Management and Systems

• Integrated Resource Management

• Education/Certification

• PMP MCTS OPM3 CPIM CIRM AIM

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Metrics / KPIs

What is important to your Organization?????• Issues

• Risks

• Earned Value

• Milestones met

• Deadline Variance

• Work Variance

• Program metrics

• Portfolio metrics

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• On time

• On budget

• % Complete

• % Work Complete

• Resources• Availability

• Capacity

• Skill Sets

• Costs

How do you display KPIs?

• Email

• PowerPoint

• Excel

• SSRS

• Power BI

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KPI - Cost Example – Project Level

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KPI – Highest Cost Example - Portfolio

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What is the end goal?

To have consistent results from a consistent approach that results in

consistent reporting and output

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How do you get there?

The Pieces Fit Together

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Business Processes Technological Tool

Project Management Body of Knowledge (PMBOK)

Project 2016 Server

And/or

Project Online

Individual

Team

Supporting Alignment and Process…Top to Bottom

Complexity

Low Medium High

Workgroup Collaboration and Reporting

ProjectManagers

Project & Portfolio

ManagementEnterprise

Detail to Aggregate InformationPortfolio

Program

Project

Summary

Task

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Imagine with me….

• You are a PM

• You have to report weekly on your project(s)• You have to provide at least the following:

• Resource Status

• Cost Status

• Schedule Status

• AND

• Combine ALL the information from all the PM’s for Portfolio reports

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Very High Level Overview of Project Server/Online

End to End Lifecycle Portfolio Management

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Create…

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Select…

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Plan…

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Manage…

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Sample: Project Center

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Sample: Resource Capacity - Group

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Sample: Resource Capacity - Individual

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Tools Reflect Scope, Time, & Resources

POWER BI in a day

• EPM Strategy spends a day with you

• Go from thought to functioning report in one day

• Potential funding from Microsoft

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DEMO

THANK YOU!

Collin Quiring and Tim Gryder

cquiring@EPMStrategy.com

tgryder@epmstrategy.com