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Microsoft Office Project 2007 Gestión de Cartera

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Page 1: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Microsoft Office Project 2007

Gestión de Cartera

Page 2: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Ejecutar bien inversiones seleccionadas

75% 100%

66%

100%

0%

Portfolio Management

Pro

ject

Man

ag

em

en

t

Gestión de inversiones no estructurada

50 % Value Lost

Gestión de Cartera de Microsoft

(EPM)

Page 3: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Portfolio Reporting

Benefits Realization

¿Cómo Ayuda PPS a las Empresas?

Project ManagementProject Planning

Cost Management

Resource Management

Time Reporting

Change Management

Issue Management

Project Reporting

Collaboration

Portfolio Management

Portfolio Governance

Business Case Dev

Benefits Forecasting

Prioritization / Valuation

Portfolio Optimization

Adv Portfolio Analytics

Capacity Planning

¿He seleccionado lasinversiones correctas?

¿Están mis inversionesalineadas con mis objetivosestratégicos?

¿Tengo suficientes recursospara ejecutar las inversionesseleccionadas?

¿Estoy consiguiendo los beneficios previstos con misinversiones?

Page 4: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Crear Seleccionar Planificar Gestionar

PPM

Life Cycle

Steps

Gov Phases

Proceso de Gestión de Cartera

Final

ApprovalBaseline

Microsoft

EPM

SolutionPortfolio DashboardPortfolio OptimizerPortfolio Builder

CompleteProject

Request Form

1st

Review2nd

Review

Resource Requirements

Business Case Development

Cost Estimates

Risk Assessment

Phase & Milestone Planning

Strategic Alignment Assessment

2

1

4

5

6

Benefit Forecasts3

Portfolio Prioritization

Strategic Value

Financial Value

Risk Value

Portfolio Optimization

Charting Analysis

Constraint Analysis

Adv Portfolio Analytics

1

2

3

1

2

3

Portfolio

Selection

Detailed Planning

Develop Project Plan

Assign Named Resources

Define Interdependencies

1

2

3

Project Tracking

Project Tracking

Time Reporting

1

3

Issues & Risk Mgmt

Document Mgmt

4

5

Team Collaboration 6

Resource Mgmt2

Portfolio Tracking

Change Request Mgmt

Status Reporting

Portfolio Reoptimization

1

2

3

Completed

Page 5: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Capturar peticiones de proyectos

Portfolio Builder

Crear: Capturar las peticiones de proyectos en un

repositorio empresarial

Workflow de Aprobación

Page 6: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Información General Estimación de costes Estimación de recursos

Estimación de Beneficios Impacto en Estrategia Análisis de riesgos

Portfolio Builder

Crear: Crear un Business Case estandarizado

por Proyecto

Page 7: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Priorizar Drivers de Negocio

Priorización de Proyectos

Business Drivers

Pro

jects

Impacto de cada Proyecto

Portfolio Optimizer

Seleccionar: Priorización de Proyectos

Page 8: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Análisis Condicional

Frontera óptima

Análisis de alineamiiento de negocio

Portfolio OptimizerSeleccionar: Optimización de Portfolio

Page 9: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

# PortfolioStrategic

ValueTotal EBIT

Selección Original 51% $389 M

Selección óptima 82% $564 M

Slección Final (iincluye proyectosMandatorios 75% $526 M

2

3

1

Strategic Value Gain = 24%

EBIT Increase = $137 MM

3

1

2

Un ejemplo RealMejora en $137mm EBIT gracias a la optimización de Portolio, 24% de incremento de valor con el mismo presupuesto

Page 10: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Ventajas de Project Portfolio Server 2007

Gane visibilidad y control

Evalue y priorice de forma objetiva inversiones que

compiten

Alta integración con

Project Server 2007

Optimizar el presupuesto y alinee sus inversiones con la

estrategia de negocio

Page 11: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Copyright ©2005 Microsoft Corporation. All rights reserved.

This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Page 12: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Project Status ReportPortfolio Scorecard

Portfolio DashboardGestionar: Seguimiento y medida de rendimiento del Portfolio

Portfolio Reporting

Page 13: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Arquitectura

LOB:

•ERP

•CRM

Platform

Front-

end

Services

Timesheet

ReportingResource Plans

Data Warehouse Security

Event/Notifications

Task AssignmentScheduling

Budgeting

Capabilities

Capabilities

Portfolio Selection

Portfolio Gov

Page 14: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Portfolio Management Is a Growing Market

Portfolio management helps organizations improve decision-making and identify the investments that will deliver maximum business value

Portfolio management is not just about projects

Successful organizations must gain visibility, insight, and control across varied investment portfolios (projects, programs, applications, products)

To maximize the return from IT investments, you must analyze and manage the interrelationships between application, asset, business process, and project portfolios

An action taken in one portfolio may trigger changes in other portfolios

Projects are vehicles for change

Page 15: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

Top 10 Benefits of Project Portfolio Server 20071. New! Automate and enforce governance processes

2. Improved! Use best-practice PPM and APM methodologies

3. New! Capture all investments in a central repository

4. New! Objectively prioritize business strategy

5. Improved! Effectively prioritize and evaluate competing investments

6. Improved! Optimize budget and align with the business strategy

7. New! Reach the Efficient Frontier

8. New! Measure and track portfolio performance

9. New! Benefit from tight integration with Project Server 2007

10. Improved! Consolidate projects from federated Office Project Servers

Page 16: Microsoft Office Project Future Directiondownload.microsoft.com/.../ProjectPortFolioServer.pdfIssue Management Project Reporting Collaboration Portfolio Management Portfolio Governance

UMT Portfolio Manager™ esreconocida en la Industria como la solución leader en Portfolio Management.

Microsoft Project Portfolio Server 2007