Migrating to EPM 2010 – How to Ensure Success

Jeff CollinsVP Capricorn Systems

Project

Portfolio

So are you near-sighted?

Maybe both…

or far-sighted?Projec

t

Portfolio

The Plan

Celebrate

Simple

Focus

Obstacles

Detractors

Politics

Hardware

Bugs

Recognize and celebrate each accomplishment

the tutu is optional…

Project 2010

Your best way to see clearly

Since 1991 Capricorn has been providing software products and services to customers.

As a Microsoft Gold Partner, Capricorn provides Project/Portfolio, SharePoint and BI solutions.

In November 2009, a survey of Capricorn customers, conducted by Microsoft, put Capricorn in the top 2% of all Microsoft Partners worldwide in terms of customer satisfaction.

For more information, please visit our website:http://www.capricornsys.com or email Jeff.Collins@CapricornSys.com

Capricorn Systemswhen experience matters

Questions?

Supplemental Slides

Specific Scenarios

Scorecard your technology

No app is an island…Oracle, IBM, SAP,

Version of OfficeVersion of SharePointProject Standard vs. Professional64-bit serversTFSDynamics AX or SL

Touchpoints = Complexity

Scorecard your people (Project)

PMPs on staff?Culture for entering time against tasksTrack record estimating effortTrack record managing riskCulture surrounding change management

Who is the best project manager in your organization? What makes them the best?

Scorecard your people (Portfolio)

Executive management experienceCulture of successful planning

StrategicCap-exAnnualRiskResponse to marketplaceImposed mandates (SOX, DoD, HIPAA, etc.)

Who has their eyes fixed on the horizon? Can they interpret what they are seeing?

Closing the Gaps

It begins with an unstoppable desire to be better, driven by the right sponsor.A linear or waterfall approach to deployment does not workContinuous deployment of iterations accommodates breadth and depth with the organizationUtilize every asset provided by your licensing agreement with MicrosoftIf you need expert help, recognize it

Scenario 1

We have no project tools currently!Prepared to be kissed by the nearest Microsoft sales representativeStep 1 – Adopt a process improvement planStep 2 –Get Project Standard for your PMsStep 3 – Get your PMs PMP certified

You are most likely not ready for the portfolio planning aspects of EPM since your execution capability needs improvement.

Scenario 2

We do project planning todayWe receive annual budgets and objectivesWe do not plan on capturing time in ProjectEven though you are doing project planning, if you do not capture time against tasks, you are still a Project Standard shop.

Step 1 – Project Standard for all PMsStep 2 – Critique your existing project planning process looking for improvementsStep 3 – Train your PMs on Project 2010

Scenario 3

We rock at project management!We are not so hot with strategic planning

You are a candidate to deploy EPM for portfolio planning.

Step 1 – Project Server 2010 for portfolio planningStep 2 –Integrate with strategic planning processStep 3 – Training for finance users

Scenerio 4We already use SharePoint and SharePoint 2010 adoption may be an issue

Step 1 – Clearly articulate the role of SharePoint to be used by Project Server 2010.Step 2 – Deploy Project Server 2010, use workflows and web services to accomplish integrationStep 3 – Lots of training, extract the value

Compone Accomoda Supera Improvise, Adapt, Overcome

For more information, please visit our website:http://www.capricornsys.com

Capricorn Systemswhen experience matters