提供決策依據(jù)ppt課件

1、OFC 421 Project Portfolio Server 2007 提供決策根據(jù)課程內(nèi)容概述引見微軟即將推出的Microsoft Project Portfolio Server 2007 主要功能及特點最適用的聽眾為企業(yè)或組織的工程戰(zhàn)略辦公室或者IT部門聽眾應(yīng)該具備一定的工程管理專業(yè)知識聽眾具有一定時間的實踐的工程管理閱歷預(yù)備知識：工程組合管理實際、Microsoft Project客戶端軟件運用閱歷課程內(nèi)容安排工程組合管理在組織中的運用Microsoft Project Portfolio Server 簡介Microsoft Project Portfolio Server 功能

2、演示總結(jié)Q&A工程組合管理在企業(yè)中的運用工程組合管理在企業(yè)中的運用工程組合管理概念工程組合管理與工程管理的區(qū)別企業(yè)工程管理環(huán)境分析工程投資與戰(zhàn)略一致性一致 60%不一致 40%工程表現(xiàn)工程失敗 72%工程勝利 28%工程組合管理工程組合管理是按照設(shè)定的一致規(guī)范選擇符合企業(yè)戰(zhàn)略開展需求的工程，并在工程執(zhí)行過程中對一切工程的本錢、進(jìn)度、風(fēng)險、收益等要素進(jìn)展嚴(yán)厲的動態(tài)監(jiān)控，有效分配企業(yè)的有限資源，以保證經(jīng)過工程的運作實現(xiàn)組織的戰(zhàn)略目的。工程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)略目的，優(yōu)先選擇符合企業(yè)戰(zhàn)略目的的工程，在企業(yè)的資金和資源才干范圍有效執(zhí)行工程。 工程組合管理流程戰(zhàn)略規(guī)劃目的

3、制定投資時機 工程組合 當(dāng)前工程 新工程 積壓工程 工程組合管理本錢/收益風(fēng)險/進(jìn)度戰(zhàn)略一致性投資組合的平衡性工程選擇/控制工程組管理/工程管理工程組合管理圖例工程組合管理與工程管理的區(qū)別美國PMI公布的組織工程管理成熟度模型工程組合管理立足于長久和宏觀思索組織的中心競爭力目的是戰(zhàn)略規(guī)劃的構(gòu)成和實施工程管理立足與一定的時期和微觀處理微觀經(jīng)濟活動的運營問題確保工程目的的實現(xiàn)并使客戶稱心是保證戰(zhàn)略規(guī)劃勝利實施的有效方法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(wù)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處理方案中，工程組合管理

5、功能缺乏夠強大UMT Portfolio manager 是一套純粹的工程組合管理工具，由UMT公司經(jīng)過超越15年的積累而研發(fā)與微軟以往的EPM構(gòu)成強大的互補關(guān)系兩者的交融成為歷史的必然，并必定發(fā)明新的歷史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(wù)特點使組織的工程管理過程規(guī)范化與自動化，使得工程過程受控在企業(yè)的范圍內(nèi)，使得業(yè)

8、務(wù)與IT的投資可以一致，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經(jīng)過多維度來客觀評價和排定優(yōu)先級優(yōu)化預(yù)算運用效率，選擇與企業(yè)戰(zhàn)略最匹配的投資 嚴(yán)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工程組合創(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工程組合優(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工程組合優(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工程組合視圖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 & A

19、rchitectureFinal ApprovalBaselineMicrosoft EPM Solution:Portfolio DashboardPortfolio OptimizerPortfolio BuilderCompleteProject Request Form1st Review2nd ReviewResource RequirementsBusiness Case DevelopmentCost EstimatesRisk AssessmentPhase & Milestone PlanningStrategic Alignment Assessment21456Benefit Forecasts3Portfolio PrioritizationStrategic ValueFinancial ValueRisk ValuePortfolio OptimizationCharting AnalysisC