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