microsoft psa: service automation in action
TRANSCRIPT
Live Demo:Microsoft PSA: Service Automation in Action
Darrin Lange, Director of Operations, Advaiya Inc.
September 07, 2016Scott Daley,Director, EPM Microsoft
About the Speaker Darrin Lange, PMP Director of Operations at Advaiya Solutions, Inc. Two decades of diverse project management experience in
the Information Technology industry
Scott Daley Director - EPM, Microsoft
Leads the Microsoft Project Service Automation sales effort in the Western US and Latin America
Agenda
• Intro to Project Service Automation (PSA)• How it benefits you• Demo
Transformative service with Project ServiceProject Service is an end-to-end solution that extends Microsoft Dynamics CRM to provide a single system of customer engagement for project sales, resourcing, delivery and billing.
Projectplanning
Resourcemanagement
Teamcollaboration
Customerbilling
Analytics andintegration
Opportunitymanagement
Time andexpenses
What’s top of mind for project service leaders
Deepen engagement
Empower professionals
Optimize growth
Value along the entire customer journey
Engage Deliver
Manage
Customer Journey
Customer
Employees
Organization
A core part of our Microsoft service experience
COO / Practice Director
Account Manager
Resource Manager
Project Manager
Team Member
End Customers
Projectplanning
Resourcemanagement
Teamcollaboration
Customerbilling
Analytics andintegration
Opportunitymanagement
Time andexpenses
Mobile Cloud Global
...
About Advaiya
EPM services and activitiesPortfolio, Program, and Project Governance and Management
EPM Lifecycle
Workshop for gathering and analyzing business requirements for EPM Solution
Business Strategy Workshops Project Management Maturity
Assessment EPM Feasibility Study ROI and TCO Study
Create EPM Environment Integrate, automate and connect
EPM solution with other LOB (line of business) applications
Archive, Backup and Restore Solution Implementation
Custom Enhancements, reporting and dashboards
Custom SharePoint and Project Server Development
UAT, Testing and Piloting with real customer scenario
Training for executives, project managers, users and administrators
Support Services
EPM Architecture Design Capacity management Workload identification EPM Usage Scenario User Profiles and Security Model Application Security Project Management Best
Practices Development & Deployment
Solution Discovery Projectize Deploy Train and Support
Serv
ices
Activ
ities
Project Process and Workflow study
Business Drivers 3P Analysis
Map technology capabilities Identify component POCs needed Conduct PoCs Solution Charter Earned Value Management
and Reporting
Global resource pool Enterprise custom fields for
projects, resources and tasks Project Workspace configuration
and customization Custom project center views Enterprise Application Integration Custom Components Enterprise Project Dashboards Departmental Dashboards
On-site support Training Webcasts/online training Content development Online support
Implementation Implementation of integrated
Microsoft EPM 2010 and ALM (TFS) solution at leading IT/ITES organization
Microsoft Project Server 2013 and SharePoint Server 2013 deployments
Project Portfolio Management deployment for Chief Executive Office
Adoption, Training and support Developed and delivered 400 level technical
and architectural training to a telco Conducted a partner training on architecture, deployment,
integration and customization of EPM Solution Enterprise Project Management (EPM) Demo for technical
decision makers.
Integration and Customization Innovation Process Management Solution Geographic Information System (GIS)
Integration into Project Professional Custom reports and dashboards at multiple governance levels Integrated solution for data synchronization with LOB
applications such as PeopleSoft and SalesForce at an ITES company
Strategy and Consulting Industry specific PPM approach
development for Microsoft Corp. Executive business priority identification sessions EPM assessment done for a large bank to
evaluate the current maturity and presented the EPM solution roadmap
Relevant Advaiya Experience
Our agile approach in six weeks
Prep Next Jumpstart Offering
Develop
Desi
gn a
nd D
evel
op
Depl
oy a
nd S
uppo
rt
Develop and Testing
Analysis
Week 1
Week 2
Week
3
Week 4
Week 5
Week
6
• Determine project scope• Facilitate Kick-off Workshop• Walk through Out-of-the-box solution
• Explore key pain points goals
• Analyze up to four (4) project service workloads
• Conduct fit-gap analysis• Create functional
requirements document (FRD)
• Provision trial Project Service Automation environment
• Prioritize requirements and use cases
• Prepare Solution Design Document (SDD)
• Configure core entities• Provide data map templates• Configure workflows• Configure user security roles• Configure standard features –
Dashboards, Project Templates, etc.
• Test solution
• Prepare deployment plan• Demo live solution to BDM• Provide overview of solution via
“train-the-trainer” session
Planning
Select clientele
Demo
Questions ?
Follow Us, Today!
For more details, please e-mail to:
Darrin Lange: [email protected]
Scott Daley: [email protected]
Thank you!