提供決策依據(jù)-Slide1

1、OFC 421 Project Portfolio Server 2007 提供決策依據(jù)課程內(nèi)容概述介紹微軟即將推出的Microsoft Project Portfolio Server 2007 主要功能及特點最適用的聽眾為企業(yè)或組織的項目戰(zhàn)略辦公室或者IT部門聽眾應該具備一定的項目管理專業(yè)知識聽眾具有一定時間的實際的項目管理經(jīng)驗預備知識：項目組合管理理論、Microsoft Project客戶端軟件使用經(jīng)驗課程內(nèi)容安排項目組合管理在組織中的應用Microsoft Project Portfolio Server 簡介Microsoft Project Portfolio Server 功能

2、演示總結(jié)Q&A項目組合管理在企業(yè)中的應用項目組合管理在企業(yè)中的應用項目組合管理概念項目組合管理與項目管理的區(qū)別企業(yè)項目管理環(huán)境分析項目投資與戰(zhàn)略一致性一致 60%不一致 40%項目表現(xiàn)項目失敗 72%項目成功 28%項目組合管理項目組合管理是按照設定的統(tǒng)一標準選擇符合企業(yè)戰(zhàn)略發(fā)展需要的項目，并在項目執(zhí)行過程中對所有項目的成本、進度、風險、收益等要素進行嚴格的動態(tài)監(jiān)控，有效分配企業(yè)的有限資源，以保證通過項目的運作實現(xiàn)組織的戰(zhàn)略目標。項目組合管理采取的是自上而下的管理方式，即先確定企業(yè)的戰(zhàn)略目標，優(yōu)先選擇符合企業(yè)戰(zhàn)略目標的項目，在企業(yè)的資金和資源能力范圍有效執(zhí)行項目。 項目組合管理流程戰(zhàn)略規(guī)劃目標

3、制定投資機會 項目組合 當前項目 新項目 積壓項目 項目組合管理成本/收益風險/進度戰(zhàn)略一致性投資組合的平衡性項目選擇/控制項目組管理/項目管理項目組合管理圖例項目組合管理與項目管理的區(qū)別美國PMI公布的組織項目管理成熟度模型項目組合管理立足于長遠和宏觀考慮組織的核心競爭力目標是戰(zhàn)略規(guī)劃的形成和實施項目管理立足與一定的時期和微觀解決微觀經(jīng)濟活動的運營問題確保項目目標的實現(xiàn)并使客戶滿意是保證戰(zhàn)略規(guī)劃成功實施的有效方法Microsoft Project Portfolio Server 2007 簡介Project Documents, Issues & Risks Centrally Store

4、 Project, Resources, and ReportingLine of Business SystemsProject Team MemberProject Mgr & Resource MgrPortfolio Management & GovernanceMS PPM Solution 架構(gòu)圖Project Portfolio ServerMicrosoft Project Portfolio Server 2007 簡介產(chǎn)品來由業(yè)務特點技術(shù)架構(gòu)Microsoft Project Portfolio Server 2007 簡介產(chǎn)品來由在以往微軟的EPM解決方案中，項目組合管理

5、功能不足夠強大UMT Portfolio manager 是一套純粹的項目組合管理工具，由UMT公司經(jīng)過超過15年的積累而研發(fā)與微軟以往的EPM形成強大的互補關(guān)系兩者的融合成為歷史的必然，并必定創(chuàng)造新的歷史Portfolio ReportingBenefits RealizationSuccessful Organizations Utilize Both DisciplinesHave I selected the right investments?Do the investments align with the strategic objectives?Do I have suffic

6、ient 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 ReportingChang

7、e ManagementIssue ManagementProject ReportingCollaborationPORTFOLIO MGT,Portfolio GovernanceBusiness Case DevBenefits ForecastingPrioritization / ValuationPortfolio OptimizationAdv Portfolio AnalyticsCapacity PlanningMicrosoft Project Portfolio Server 2007 簡介業(yè)務特點使組織的項目管理過程規(guī)范化與自動化，使得項目過程受控在企業(yè)的范圍內(nèi)，使得業(yè)

8、務與IT的投資能夠統(tǒng)一，從而提高企業(yè)管理可視性和洞察力 在有競爭的投資中間通過多維度來客觀評估和排定優(yōu)先級優(yōu)化預算使用效率，選擇與企業(yè)戰(zhàn)略最匹配的投資 緊密的整合與 Microsoft Office Project ServerLine of Business SystemsExecutives Portfolio AnalystsProject ManagersApplication ManagersThe UMT Portfolio Manager 3.3 Server integrates with the Microsoft Office Project Server to provi

9、de organizations with an end-to-end Project Portfolio Management solutionProject ManagersExecutives Resource ManagersTeam MembersCreateSelectPlanManagePPMLifecycle Steps:Gov Phases:EPM Solution PPM 生命周期 & 技術(shù)架構(gòu)Final ApprovalBaselineMicrosoft EPM Solution:Portfolio DashboardPortfolio OptimizerPortfoli

10、o BuilderCompleteProject Request Form1st Review2nd ReviewResource RequirementsBusiness Case DevelopmentCost EstimatesRisk AssessmentPhase & Milestone PlanningStrategic Alignment Assessment21456Benefit Forecasts3Portfolio PrioritizationStrategic ValueFinancial ValueRisk ValuePortfolio OptimizationCha

11、rting AnalysisConstraint AnalysisAdv Portfolio Analytics123123Portfolio SelectionDetailed PlanningDevelop Project PlanAssign Named ResourcesDefine Inter-dependencies123Project TrackingProject TrackingTime Reporting13Issues & Risk MgtDocument Mgt 45Team Collaboration 6Resource Mgt2Portfolio TrackingC

12、hange Request MgtStatus ReportingPortfolio Re-Optimization123CompletedMicrosoft Project Portfolio Server 2007 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 reque

13、sts within a central repository and define business case templates to standardize the data collection across the organization.Capture Project Requests / Ideas12Governance Workflow項目組合創(chuàng)建器Create: Business Case Development Use proven techniques to define and prioritize business driversDerive a priority

14、 score to evaluate each project request (i.e. Strategic Value, Financial Value, Risk) Prioritize Business DriversPrioritize Projects3Assess the impact of each project request against the prioritized business driversStrategic Impact AssessmentBusiness DriversProjects 45Analyze the project portfolio b

15、efore attempting to make funding decisions6CostL - Priority - HInvestment Maps項目組合優(yōu)化Select: Portfolio Prioritization 798Utilize sophisticated optimization algorithms to maximize the portfolios strategic value under varying budget constraints (i.e. cost, resource etc.)What If AnalysisEfficient Fronti

16、er ModelingBusiness Alignment AnalysisBenchmark the selected portfolio against the Efficient FrontierCalculate and communicate the selected portfolios alignment with the organizations strategic priorities項目組合優(yōu)化Select: Portfolio Optimization & Advanced Analytics 1112Create real-time project and portf

17、olio performance scorecards to ensure Executives and PMOs 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 Scorecard10項目組合視圖Manage: Track & Measure the Portfo

18、lio PerformancePortfolio ReportingUtilize intuitive generators to define and publish report templates to standardize and streamline the reporting process across the organization. Microsoft Project Portfolio Server 2007總結(jié)CreateSelectPlanManagePPMLifecycle Steps:Gov Phases:EPM Solution PPM Process & ArchitectureFinal ApprovalBaselineMicrosoft EPM Solution:Portfolio DashboardPortfolio OptimizerPortfolio BuilderCompleteProject Request Form1st Review2nd ReviewResource RequirementsBusiness Case DevelopmentCost EstimatesRisk AssessmentPhase & Milestone PlanningStrategic Alignment Assessment21456B