微软企业项目管理解决方案
议程
项目管理概述
微软项目管理解决方案
方案架构
角色
产品开发与部署
成功案例
项目与项目管理
项目是一个特殊的将被完成的有限任务，它是在一定时间内，满足一系列特定目标的多项相关工作的总称。
项目管理就是把各种知识、技能、手段和技术应用于项目活动之中，以达到项目的要求。
规划各过程
结尾各过程
启动各过程
执行各过程
监控各过程
项目管理的实质
两个过程的统一：产品（包括服务）与管理（生产关系）
项目管理的核心：
目标：产出。
过程：策划过程（确定工作范围、组织——人力分工、成本核算；进度管理）
风险：
目标
时间
风险
沟通
采购
目标
进度管理
PMI—项目管理的九大知识领域
范畴管理 Scope Management
时间管理 Time Management
成本管理 Cost Management
人力资源管理 Human Management
风险管理 Risk Management
质量管理 Quality Management
采购管理 Procurement Management
沟通管理 Communications Management
综合管理 Integration Management
Do thing right
项目的生命周期
确定并核准项目或项目阶段
确定和细化目标，并为实现项目而要达到的目标和完成项目要解决的问题范围而规划必要的行动路线。
将人与其他资源结合为整体实施项目管理方法。
定期测量并监视绩效情况，发现偏离计划之处，以便在必要的时候采取纠正措施，来实现项目目标。
正式验收产品、服务或成果，并有条不紊地结束项目或项目阶段。
项目管理就是…
微软项目管理解决方案架构
微软项目管理解决方案(EPM)
EPM解决方案可以在整个企业范围内更好地管理项目和资源，同时高效完成工程、项目的分析和报告。基于Web的项目组合分析管理工具帮助项目执行人员将人员、项目和商业目标完美地结合起来，及时发现项目中所存在的问题，并进行纠正。团队成员可以利用邮件和基于Web的工具更新项目信息，进行相互协作。可扩展的基础架构使企业可以将EPM解决方案与现有的业务流程系统进行无缝集成。
EPM解决方案功能模块
流程引擎
邮件集成
SAP集成
报表服务
分析服务
文档管理
表单服务
搜索服务
身份管理
权限管理
审计跟踪
可定制性
计划管理
WBS编制
进度管理
资源分配
基线设置
资源管理
人力资源
物料资源
属性设置
可用分析
成本管理
预算设置
成本设置
成本中心
财务代码
项目管理
项目群
建议项目
维护项目
沟通管理
问题管理
项目文档
项目工作区与讨论
项目监控
指示灯
分析图表
项目报表
应用集成
门户集成
SAP集成
单点登录
知识管理
多维度
知识搜索
知识网络
商业智能
项目管理模块
项目生命周期管理
微软企业项目管理解决方案覆盖了企业项目生命周期的全部过程。
建议
计划
执行
分析
存档
活动
项目建议，需要领导审批
粗略的任务描述
概要成本预算，预定人员时间
项目群管理
项目详细计划制定
任务拆分，确定里程碑
建立项目工作组
成本与物料资源分配
项目基线设置
任务更新审批
时间表管理
问题与风险管理
状态报告请求
与Outlook、邮件集成
多维数据集组合分析
项目报表（服务器、客户端）
平衡记分卡与指示灯
维护与操作
轻量级的项目
可能包含循环任务
可能生成新的项目
项目执行完毕
数据归档
可随时调阅
项目管理解决方案基础架构
微软企业项目管理（EPM）解决方案由以下应用程序组成：Office Project Professional 2007以及用于连接Office Project Server 2007的Office Project Web Access。
解决方案架构扩展
整合了项目管理、门户、OA及商业智能
微软项目管理解决方案涉及的角色
项目管理成员…
项目成员
项目宏观指标
高管人员
项目经理
项目排程与成本控制
协同作业与报告进度
资源经理
分类的资源管理
IT管理人员
项目经理…
项目经理…
项目成员…
高管人员…
高管人员…
资源经理…
IT 管理人员…
总结：基于角色的沟通协作
高管人员
关注高层面信息 – 进度,成本
项目经理
启动项目
计划编制
指派资源
跟踪项目
项目成员
获取项目相关指派
反馈任务进度
交付文档
资源经理
定义资源
管理资源可用性
IT管理人员
配置管理系统
备份恢复
EPM对赞助者的利益
主管的组合管理能力
对整个项目组合更深的可见性——从立项申请到项目管理
对仪表板视图摘要的Web访问
强大的桌面客户端工具，帮助创建和管理复杂的项目计划
为资源提供简单易懂的报告视图及时间表跟踪的方法
利用问题、风险及项目管理模板构建企业管理方法率以适应公司文化
仅使用一个界面就可以跟踪各种任务的时间和进度
对每天的工作有更多的可见性和更多的控制
与公司的战略相协调
通过重构服务器的体系架构，提升了扩展能力
提升基于WSS的运营和管理
Project Server Interface (PSI)提供了更强的API接口进行二次开发
通过WWF 和Event Model扩展编程的能力
项目经理
主管
团队成员
IT 专家
产品开发与部署
方案部署结构
方案二次开发与应用集成能力
Project Server Interface (PSI) 编程接口
Project Server 事件处理引擎
Project Server 报表开发
工作流定制与开发
Project Web Access中的Web部件开发
Project Professional 2007 定制
与SAP集成的能力
SAP Connector Solution Starter
由The Project Group, Germany开发
与SAP R/3连接
基于XML文件进行数据交换
PSLink：EPM与SAP的连接器
SAP HR―人力资源，员工和组织结构数据
SAP CO―控制（又称定单），SAP 中最高级别的对象，需要花费资金
SAP PS―项目系统（又称项目记帐），将工作链接到定单和帐户的总分类帐图表
系统实施能力
新系统的开发一直都存在很高的失败的风险，最好的避免风险的方法是：采用标准的系统开发和质量保证方法体系。
微软作为全球最大的软件开发商，在这一领域一直具有业界领先水平。根据目前软件开发领域的最新方法，与微软软件开发实践相结合，微软一直在对MSF（Microsoft Solution Framework）进行不断的更新。
IT Governance
产品开发
质量管理
ING
Peugeot-Citroen
Dr. Reddy’s Laboratories
Allianz
Samsung
Black & Veatch
Transcontinental:
RTL Television:
其他成功案例
此定义实际包含三层含义：
项目是一项有待完成的任务，且有特定的环境与要求
在一定的组织机构内，利用有限资源（人力、物力、财力等）在规定的时间内完成任务
任务要满足一定性能、质量、数量、技术指标等要求。
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启动：制定项目章程（正式批准项目的文件），项目初步范围说明书；
规划：项目管理计划，说明如何实际完成这些工作；制定项目管理计划，范围规划，范围定义，制作工作分解结构，活动定义，活动排序，活动资源估算，活动持续时间估算，制定进度时间表，费用估算、预算，质量规划，人力资源规划，沟通规划，风险制度规格，风险识别，采购规划等。
执行：实施质量保证，项目团队组建、建设，信息发布，询价，卖方选择
监控：范围核实，范围监控，绩效报告等
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© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the . and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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The purpose of this slide is to serve as an introduction to the demo. The Microsoft Project 2002 product suite is designed to address many types of user roles within an organization.
Starting from left to right:
Stakeholders – Executive stakeholders and line managers are concerned about the health of their project portfolio. They do not need a copy of Microsoft Project on their desktop, but rather they gain access to portfolio management tools like the Project Center, Portfolio Analyzer and Modeler through Microsoft Project Web Access, a portal view to Project Server, which allows them to quickly spot problem areas and take corrective action.
Team Members – Team members also access project information through Microsoft Project Web Access. We’ve added many new collaboration features to increase team member commitment and involvement throughout the lifecycle of projects. In addition to reporting progress on work, they can now identify issues and documents which relate to projects and tasks. The new e-mail notification system helps team members stay informed by automatically sending out emails to alert users to project updates, upcoming milestones, issues, etc. that contain direct links to project plans in Web Access.
Resource Managers – Resource managers need to understand the utilization of resources and the intellectual assets (. skills sets) across their organization. They use new enterprise resource management tools in Microsoft Project Professional such as Build Team from Enterprise, Resource Substitution Wizard and Resource Availability Graphs to effectively allocate resources to projects and analyze utilization across their organization.
Project Manager – Project Managers are concerned with project scheduling and costing. We continue to improve Microsoft Project to ensure we address the project management needs of our loyal base of users, project managers. We now offer experienced PMs comprehensive new and improved functionality, as well making project management easier for new PMs with the new Project Guide, smart tags and other familiar Office features.
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© 2003 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
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CUSTOMER PAINS:
EXECUTIVES
Better visibility of KPIs in a single report
Tools to gain insightful analysis across all work to drive better decision making and direction of resources
Lack of enforceable portfolio governance framework and support for compliance
Inability to ensure project investments align with strategic objectives and priorities
Develop pipeline strategies for hiring and training
Make it easy for everyone to participate in EPM and deliver measurable ROI
Make it easy to collect work data and direct resources to align with priorities
Empower your employees with the tools they already know and use to reduce training ramp-up and risk of user resistance.
Centralization requires integration across multiple geographies
Support the complexity of our business without jeopardizing dependability and performance
Ensure the long term value of IT investments by building on an industry standard platform designed for scalability and future compatibility
Inability to share data across line of business systems to gain a full view of project, resource and financial information
Automate access to critical business information
Automate common tasks to allow teams to focus on higher-value work and complete more with less
Automate and enforce your business and governance processes to ensure each project is subject to the appropriate controls throughout its lifecycle
CUSTOMER PAINS:
MANAGERS
Stay informed and control project work, schedules and finances
Better predict budgets and schedules at the project and program levels by tracking and analyzing key performance indicators across the portfolio
Understand the impact of changes on schedule and budget to prioritize based on strategic goals and ability to execute
Make it easy to effectively communicate status and scope of work with upper management
Drive accountability and keep project teams aligned and on the same page
Have a dispersed workforce that needs to work together on projects
Make EPM transparent and accessible to everyone who needs to collaborate in projects and programs
Manage resources, capturing all of a resource’s activities and assign the right people to high priority projects
Quickly master the project management process using step by step guides
Easily manage sets of very large projects as a single program
Create, plan and schedule work from anywhere and at anytime
Manage project finances using budget tracking and robust cost tracking
Support the full work lifecycle – from proposal through post project operations work
Effectively assign people to projects by centrally managing personnel and resources based on skills and availability.
Streamline processes for better organizational efficiency and control
Gain better control of operational and financial data
Inability to share data across line of business systems to gain a full view of project, resource and financial information
Automate the creation and management of projects and programs to reduce administrative work
Promote the use of standardized templates and best practices for consistent organization-wide planning and reporting.
CUSTOMER PAINS:
IT PROS
Time spent providing support, ex. generating OLAP cubes and creating custom reports
Get more value from existing investments
Cost of training and supporting users
Software must support the entire organization with the ability to reliable scale to tens of thousands of users
Users demand fast response times from systems
Administrators lack time to learn and manage solutions
Vendor stability and range of complementary market offerings
Security, scalability and performance
Software needs to support both online and offline usage
Deploying and customizing project management systems involves high costs and large time commitments
Mapping business processes’ workflow to project tasks requires additional software and expertise
Extending and customizing the solution to fit growing business needs
CUSTOMER PAINS:
TEAM MEMBERS
Access to information through familiar tools
Ability to understand the context of task assignments
Maximize the value and visibility of your contribution to projects by aligning closely with organizational goals
Reduce stress on projects with the tools to stay organized and on track
Inefficiencies and errors resulting from unnecessary re-creation of information
Lack of established standards and repeatable processes across the organization is inefficient and costly
Learning curve hurdles for implementation of new user interfaces
Increased need to collaborate on projects efficiently and effectively, both internally and with other organizations
Ability to easily share documents and data
Access to the organization’s best practices
Work while away from the office, with automatic support for remote and mobile access to project information
Be an active participant in your organization’s transformation
Inefficiencies and errors resulting from unnecessary re-entry of information in disparate systems
Inability to continuously work based on Server delays
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© 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY
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Here’s some of our key customers with successful EPM implementations:
ING Bank—Latin America bank manages a very distributed IT workforce using EPM
Allianz Life—Part of $50+ billion Allianz AG. Allianz has used EPM as a key management tool to help them drive “operation impact” they have been able to free up more than $10M per year to allocate to more strategic projects
Peugeot-Citroen—uses EPM to manage their product development process for new automobiles
Samsung-Consumer electronics giant uses EPM in several operating divisions to manage product development and go to market process
Dr. Reddy’s Laboratories—Dr. Reddy’s is sort of the “Pfizer of India”. They manufacture many generic drugs. They have used EPM as part of their six sigma initiative to streamline and improve their drug development process
Black & Veatch—is a large engineering services firm that uses EPM to help manage their six sigma programs.
Here’s a link to further Microsoft EPM case studies for Transcontinental and RTL Television
