OFC 421OFC 421 Project Portfolio Server 2007 Project Portfolio Server 2007 提供决策依据提供决策依据

课程内容概述课程内容概述介绍微软即将推出的介绍微软即将推出的 Microsoft Project Microsoft Project Portfolio Server 2007 Portfolio Server 2007 主要功能及特点主要功能及特点最适用的听众为企业或组织的项目战略办公室或最适用的听众为企业或组织的项目战略办公室或者者 ITIT 部门部门听众应该具备一定的项目管理专业知识听众应该具备一定的项目管理专业知识听众具有一定时间的实际的项目管理经验听众具有一定时间的实际的项目管理经验预备知识：项目组合管理理论、预备知识：项目组合管理理论、 Microsoft Microsoft ProjectProject 客户端软件使用经验客户端软件使用经验

课程内容安排课程内容安排项目组合管理在组织中的应用项目组合管理在组织中的应用Microsoft Project Portfolio Server Microsoft Project Portfolio Server 简介简介Microsoft Project Portfolio Server Microsoft Project Portfolio Server 功能演示功能演示总结总结Q&AQ&A

项目组合管理在企业中的应用项目组合管理在企业中的应用

项目组合管理在企业中的应用项目组合管理在企业中的应用项目组合管理概念项目组合管理概念项目组合管理与项目管理的区别项目组合管理与项目管理的区别

企业项目管理环境分析企业项目管理环境分析项目投资与战略一致性

一致 60%

不一致 40%

项目表现项目失败 72%

项目成功 28%

项目组合管理项目组合管理项目组合管理是按照设定的统一标准选择符合企业战略项目组合管理是按照设定的统一标准选择符合企业战略发展需要的项目，并在项目执行过程中对所有项目的成发展需要的项目，并在项目执行过程中对所有项目的成本、进度、风险、收益等要素进行严格的动态监控，有本、进度、风险、收益等要素进行严格的动态监控，有效分配企业的有限资源，以保证通过项目的运作实现组效分配企业的有限资源，以保证通过项目的运作实现组织的战略目标。织的战略目标。项目组合管理采取的是自上而下的管理方式，即先确定项目组合管理采取的是自上而下的管理方式，即先确定企业的战略目标，优先选择符合企业战略目标的项目，企业的战略目标，优先选择符合企业战略目标的项目，在企业的资金和资源能力范围有效执行项目。 在企业的资金和资源能力范围有效执行项目。

项目组合管理流程项目组合管理流程战略规划 目标制定 投资机会

项目组合• 当前项目• 新项目• 积压项目 项目组合管理•成本 / 收益•风险 / 进度•战略一致性•投资组合的平衡性

项目选择 / 控制

项目组管理 / 项目管理

项目组合管理图例项目组合管理图例

项目组合管理与项目管理的区别项目组合管理与项目管理的区别

美国 PMI公布的组织项目管理成熟度模型

项目组合管理项目组合管理立足于长远和宏观立足于长远和宏观考虑组织的核心竞争力考虑组织的核心竞争力目标是战略规划的形成和实施目标是战略规划的形成和实施

项目管理项目管理立足与一定的时期和微观立足与一定的时期和微观解决微观经济活动的运营问题解决微观经济活动的运营问题确保项目目标的实现并使客户满意确保项目目标的实现并使客户满意是保证战略规划成功实施的有效方法是保证战略规划成功实施的有效方法

Microsoft Project Portfolio Microsoft Project Portfolio Server 2007 Server 2007 简介简介

Project Documents, Issues & Risks Centrally Store Project, Resources, and ReportingLine of Business Systems

Project Team Member Project Mgr & Resource Mgr

Portfolio Management & Governance

MS PPM Solution MS PPM Solution 架构图架构图Project Portfolio ServerProject Portfolio Server

Microsoft Project Portfolio Microsoft Project Portfolio Server 2007 Server 2007 简介简介

产品来由产品来由业务特点业务特点技术架构技术架构

Microsoft Project Portfolio Microsoft Project Portfolio Server 2007 Server 2007 简介－产品来由简介－产品来由

在以往微软的在以往微软的 EPMEPM 解决方案中，项目组合管理功解决方案中，项目组合管理功能不足够强大能不足够强大UMT Portfolio manager UMT Portfolio manager 是一套纯粹的项目组是一套纯粹的项目组合管理工具，由合管理工具，由 UMTUMT 公司经过超过公司经过超过 1515 年的积累年的积累而研发而研发与微软以往的与微软以往的 EPMEPM 形成强大的互补关系形成强大的互补关系两者的融合成为历史的必然，并必定创造新的历两者的融合成为历史的必然，并必定创造新的历史史

Portfolio ReportingBenefits Realization

Successful Organizations Utilize Both DisciplinesSuccessful Organizations Utilize Both Disciplines

Have I selected the right investments?

Do the investments align with the strategic objectives?

Do I have sufficient resources to deliver the selected investments?

Are my investments delivering the forecasted benefits?Will the investments be delivered on time and within budget?

Project Portfolio Mgt answers the following questions:

PROJECT MGT.Project PlanningCost ManagementResource ManagementTime ReportingChange ManagementIssue ManagementProject ReportingCollaboration

PORTFOLIO MGT,Portfolio GovernanceBusiness Case DevBenefits ForecastingPrioritization / ValuationPortfolio OptimizationAdv Portfolio AnalyticsCapacity Planning

Microsoft Project Portfolio Microsoft Project Portfolio Server 2007 Server 2007 简介－业务特点简介－业务特点

使组织的项目管理过程规范化与自动化，使得项目过程受使组织的项目管理过程规范化与自动化，使得项目过程受控控在企业的范围内，使得业务与在企业的范围内，使得业务与 ITIT 的投资能够统一，从而提的投资能够统一，从而提高企业管理可视性和洞察力 高企业管理可视性和洞察力 在有竞争的投资中间通过多维度来客观评估和排定优先级在有竞争的投资中间通过多维度来客观评估和排定优先级优化预算使用效率，选择与企业战略最匹配的投资 优化预算使用效率，选择与企业战略最匹配的投资

紧密的整合与 紧密的整合与 Microsoft Office Project ServerMicrosoft Office Project Server

Line of Business Systems

Executives Portfolio AnalystsProject Managers

Application Managers

The UMT Portfolio Manager 3.3 Server integrates with the Microsoft Office Project Server to provide organizations with an end-to-end Project Portfolio Management solution

Project Managers

Executives Resource Managers

Team Members

CreateCreate SelectSelect PlanPlan ManageManage

PPMLifecycle Steps:

Gov Phases:

EPM Solution PPM EPM Solution PPM 生命周期 生命周期 & & 技术架构技术架构

Final Approval Baseline

Microsoft EPM Solution:

Portfolio DashboardPortfolio OptimizerPortfolio Builder

CompleteProject Request

Form1st

Review2nd

Review

Resource RequirementsBusiness Case Development

Cost Estimates

Risk AssessmentPhase & Milestone Planning

Strategic Alignment Assessment

21

456

Benefit Forecasts3

Portfolio PrioritizationStrategic ValueFinancial ValueRisk Value

Portfolio OptimizationCharting AnalysisConstraint AnalysisAdv Portfolio Analytics

123

123

Portfolio Selection

Detailed PlanningDevelop Project PlanAssign Named ResourcesDefine Inter-dependencies

123

Project TrackingProject Tracking

Time Reporting

1

3Issues & Risk MgtDocument Mgt

45

Team Collaboration 6

Resource Mgt2

Portfolio TrackingChange Request MgtStatus ReportingPortfolio Re-Optimization

123

Completed

Microsoft Project Portfolio Microsoft Project Portfolio Server 2007 Server 2007 功能演示功能演示

Pre-defined workflows ensure the projects are subjected to the appropriate governance controls throughout their lifecycle (i.e.

proposal to post-implementation).

Capture all project requests within a central repository and define business case templates to standardize the data collection across

the organization.

Capture Project Requests / Ideas

1

2

Governance Workflow

项目组合创建器项目组合创建器Create: Business Case Development Create: Business Case Development

Use proven techniques to define and prioritize business drivers

Derive a priority score to evaluate each project request (i.e. Strategic Value, Financial Value, Risk)

Prioritize Business Drivers

Prioritize Projects

3

Assess the impact of each project request against the prioritized business drivers

Strategic Impact Assessment

Business Drivers

Proj

ects

4

5

Analyze the project portfolio before attempting to make funding decisions

6

Cost

L - P

riorit

y - H

Investment Maps

项目组合优化项目组合优化Select: Portfolio Prioritization Select: Portfolio Prioritization

7

9

8Utilize sophisticated optimization algorithms to maximize the portfolio’s strategic value under varying budget constraints (i.e.

cost, resource etc.)

‘What If’ Analysis

Efficient Frontier Modeling

Business Alignment Analysis

Benchmark the selected portfolio against the Efficient Frontier

Calculate and communicate the selected portfolio’s alignment with the organization’s strategic priorities

项目组合优化项目组合优化Select: Portfolio Optimization & Advanced Analytics Select: Portfolio Optimization & Advanced Analytics

11

12

Create real-time project and portfolio performance scorecards to ensure Executives and PMO’s gain visibility, insight and control across project portfolios within the organization. Automatically drill down to the project to view periodic

status reports.

Project Status ReportPortfolio Scorecard

10

项目组合视图项目组合视图Manage: Track & Measure the Portfolio PerformanceManage: Track & Measure the Portfolio Performance

Portfolio Reporting

Utilize intuitive generators to define and publish report templates to standardize and streamline the reporting process across the organization.

Microsoft Project Portfolio Microsoft Project Portfolio Server 2007Server 2007

总结总结

CreateCreate SelectSelect PlanPlan ManageManage

PPMLifecycle Steps:

Gov Phases:

EPM Solution PPM Process & ArchitectureEPM Solution PPM Process & Architecture

Final Approval Baseline

Microsoft EPM Solution:

Portfolio DashboardPortfolio OptimizerPortfolio Builder

CompleteProject Request

Form1st

Review2nd

Review

Resource RequirementsBusiness Case Development

Cost Estimates

Risk AssessmentPhase & Milestone Planning

Strategic Alignment Assessment

21

456

Benefit Forecasts3

Portfolio PrioritizationStrategic ValueFinancial ValueRisk Value

Portfolio OptimizationCharting AnalysisConstraint AnalysisAdv Portfolio Analytics

123

123

Portfolio Selection

Detailed PlanningDevelop Project PlanAssign Named ResourcesDefine Inter-dependencies

123

Project TrackingProject Tracking

Time Reporting

1

3Issues & Risk MgtDocument Mgt

45

Team Collaboration 6

Resource Mgt2

Portfolio TrackingChange Request MgtStatus ReportingPortfolio Re-Optimization

123

Completed

## PortfolioPortfolio Strategic Strategic ValueValue

Total Total EBITEBIT

Original SelectionOriginal Selection 51%51% $389 M$389 MOptimal SelectionOptimal Selection 82%82% $564 M$564 MFinal Selection Final Selection (includes (includes mandated projects)mandated projects) 75%75% $526 M$526 M

2

3

1

Strategic Value Gain = 24%

EBIT Increase = $137 MM

3

1

2

控制能力控制能力 : Portfolio Optimization Led to Gains of $137mm EBIT, 24% Strategic : Portfolio Optimization Led to Gains of $137mm EBIT, 24% Strategic Value for Same BudgetValue for Same Budget

Q&AQ&A

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