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(diǎn)最適用的聽眾為企業(yè)或組織的項(xiàng)目戰(zhàn)略辦公室或者IT部門聽眾應(yīng)該具備一定的項(xiàng)目管理專業(yè)知識(shí)聽眾具有一定時(shí)間的實(shí)際的項(xiàng)目管理經(jīng)驗(yàn)預(yù)備知識(shí)：項(xiàng)目組合管理理論、Microsoft Project客戶端軟件使用經(jīng)驗(yàn)課程內(nèi)容安排項(xiàng)目組合管理在組織中的應(yīng)用Microsoft Project Portfolio Server 簡(jiǎn)介Microsoft Project Portfolio Server 功能

2、演示總結(jié)Q&A項(xiàng)目組合管理在企業(yè)中的應(yīng)用項(xiàng)目組合管理在企業(yè)中的應(yīng)用項(xiàng)目組合管理概念項(xiàng)目組合管理與項(xiàng)目管理的區(qū)別企業(yè)項(xiàng)目管理環(huán)境分析項(xiàng)目投資與戰(zhàn)略一致性一致 60%不一致 40%項(xiàng)目表現(xiàn)項(xiàng)目失敗 72%項(xiàng)目成功 28%項(xiàng)目組合管理項(xiàng)目組合管理是按照設(shè)定的統(tǒng)一標(biāo)準(zhǔn)選擇符合企業(yè)戰(zhàn)略發(fā)展需要的項(xiàng)目，并在項(xiàng)目執(zhí)行過(guò)程中對(duì)所有項(xiàng)目的成本、進(jìn)度、風(fēng)險(xiǎn)、收益等要素進(jìn)行嚴(yán)格的動(dòng)態(tài)監(jiān)控，有效分配企業(yè)的有限資源，以保證通過(guò)項(xiàng)目的運(yùn)作實(shí)現(xiàn)組織的戰(zhàn)略目標(biāo)。項(xiàng)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(biāo)，優(yōu)先選擇符合企業(yè)戰(zhàn)略目標(biāo)的項(xiàng)目，在企業(yè)的資金和資源能力范圍有效執(zhí)行項(xiàng)目。 項(xiàng)目組合管理流程戰(zhàn)略規(guī)劃目標(biāo)

3、制定投資機(jī)會(huì) 項(xiàng)目組合 當(dāng)前項(xiàng)目 新項(xiàng)目 積壓項(xiàng)目 項(xiàng)目組合管理成本/收益風(fēng)險(xiǎn)/進(jìn)度戰(zhàn)略一致性投資組合的平衡性項(xiàng)目選擇/控制項(xiàng)目組管理/項(xiàng)目管理項(xiàng)目組合管理圖例項(xiàng)目組合管理與項(xiàng)目管理的區(qū)別美國(guó)PMI公布的組織項(xiàng)目管理成熟度模型項(xiàng)目組合管理立足于長(zhǎng)遠(yuǎn)和宏觀考慮組織的核心競(jìng)爭(zhēng)力目標(biāo)是戰(zhàn)略規(guī)劃的形成和實(shí)施項(xiàng)目管理立足與一定的時(shí)期和微觀解決微觀經(jīng)濟(jì)活動(dòng)的運(yùn)營(yíng)問(wèn)題確保項(xiàng)目目標(biāo)的實(shí)現(xiàn)并使客戶滿意是保證戰(zhàn)略規(guī)劃成功實(shí)施的有效方法Microsoft Project Portfolio Server 2007 簡(jiǎn)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(jiǎn)介產(chǎn)品來(lái)由業(yè)務(wù)特點(diǎn)技術(shù)架構(gòu)Microsoft Project Portfolio Server 2007 簡(jiǎn)介產(chǎn)品來(lái)由在以往微軟的EPM解決方案中，項(xiàng)目組合管理

5、功能不足夠強(qiáng)大UMT Portfolio manager 是一套純粹的項(xiàng)目組合管理工具，由UMT公司經(jīng)過(guò)超過(guò)15年的積累而研發(fā)與微軟以往的EPM形成強(qiáng)大的互補(bǔ)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(jiǎn)介業(yè)務(wù)特點(diǎn)使組織的項(xiàng)目管理過(guò)程規(guī)范化與自動(dòng)化，使得項(xiàng)目過(guò)程受控在企業(yè)的范圍內(nèi)，使得業(yè)

8、務(wù)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(jìng)爭(zhēng)的投資中間通過(guò)多維度來(lái)客觀評(píng)估和排定優(yōu)先級(jí)優(yōu)化預(yù)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(xiàng)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(xiàng)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(xiàng)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(xiàng)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