提供决策依据-Slide1

OFC421ProjectPortfolioServer2007提供决策依据课程内容概述介绍微软即将推出的MicrosoftProjectPortfolioServer2007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者IT部门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预备知识：项目组合管理理论、MicrosoftProject客户端软件使用经验课程内容安排项目组合管理在组织中的应用MicrosoftProjectPortfolioServer简介MicrosoftProjectPortfolioServer功能演示总结Q&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概念项目组合管理与项目管理的区别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。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立足于长远和宏观考虑组织的核心竞争力目标是战略规划的形成和实施项目管理立足与一定的时期和微观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是保证战略规划成功实施的有效方法MicrosoftProjectPortfolioServer2007简介ProjectDocuments,Issues&RisksCentrallyStoreProject,Resources,andReportingLineofBusinessSystemsProjectTeamMemberProjectMgr&ResourceMgrPortfolioManagement&GovernanceMSPPMSolution架构图ProjectPortfolioServerMicrosoftProjectPortfolioServer2007简介产品来由业务特点技术架构MicrosoftProjectPortfolioServer2007简介－产品来由在以往微软的EPM解决方案中，项目组合管理功能不足够强大UMTPortfoliomanager是一套纯粹的项目组合管理工具，由UMT公司经过超过15年的积累而研发与微软以往的EPM形成强大的互补关系两者的融合成为历史的必然，并必定创造新的历史PortfolioReportingBenefitsRealizationSuccessfulOrganizationsUtilizeBothDisciplinesHaveIselectedtherightinvestments?Dotheinvestmentsalignwiththestrategicobjectives?DoIhavesufficientresourcestodelivertheselectedinvestments?Aremyinvestmentsdeliveringtheforecastedbenefits?Willtheinvestmentsbedeliveredontimeandwithinbudget?ProjectPortfolioMgtanswersthefollowingquestions:PROJECTMGT.ProjectPlanningCostManagementResourceManagementTimeReportingChangeManagementIssueManagementProjectReportingCollaborationPORTFOLIOMGT,PortfolioGovernanceBusinessCaseDevBenefitsForecastingPrioritization/ValuationPortfolioOptimizationAdvPortfolioAnalyticsCapacityPlanningMicrosoftProjectPortfolioServer2007简介－业务特点使组织的项目管理过程规范化与自动化，使得项目过程受控在企业的范围内，使得业务与IT的投资能够统一，从而提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MicrosoftOfficeProjectServerLineofBusinessSystemsExecutivesPortfolioAnalystsProjectManagersApplicationManagersTheUMTPortfolioManager3.3ServerintegrateswiththeMicrosoftOfficeProjectServertoprovideorganizationswithanend-to-endProjectPortfolioManagementsolutionProjectManagersExecutivesResourceManagersTeamMembersCreateSelectPlanManagePPMLifecycleSteps:GovPhases:EPMSolutionPPM生命周期&技术架构FinalApprovalBaselineMicrosoftEPMSolution:PortfolioDashboardPortfolioOptimizerPortfolioBuilderCompleteProjectRequestForm1stReview2ndReviewResourceRequirementsBusinessCaseDevelopmentCostEstimatesRiskAssessmentPhase&MilestonePlanningStrategicAlignmentAssessment21456BenefitForecasts3PortfolioPrioritizationStrategicValueFinancialValueRiskValuePortfolioOptimizationChartingAnalysisConstraintAnalysisAdvPortfolioAnalytics123123PortfolioSelectionDetailedPlanningDevelopProjectPlanAssignNamedResourcesDefineInter-dependencies123ProjectTrackingProjectTrackingTimeReporting13Issues&RiskMgtDocumentMgt45TeamCollaboration6ResourceMgt2PortfolioTrackingChangeRequestMgtStatusReportingPortfolioRe-Optimization123CompletedMicrosoftProjectPortfolioServer2007功能演示Pre-definedworkflowsensuretheprojectsaresubjectedtotheappropriategovernancecontrolsthroughouttheirlifecycle(i.e.proposaltopost-implementation).Captureallprojectrequestswithinacentralrepositoryanddefinebusinesscasetemplatestostandardizethedatacollectionacrosstheorganization.CaptureProjectRequests/Ideas12GovernanceWorkflow项目组合创建器Create:BusinessCaseDevelopmentUseproventechniquestodefineandprioritizebusinessdriversDeriveapriorityscoretoevaluateeachprojectrequest(i.e.StrategicValue,FinancialValue,Risk)PrioritizeBusinessDriversPrioritizeProjects3AssesstheimpactofeachprojectrequestagainsttheprioritizedbusinessdriversStrategicImpactAssessmentBusinessDriversProjects45Analyzetheprojectportfoliobeforeattemptingtomakefundingdecisions6CostL-Priority-HInvestmentMaps项目组合优化Select:PortfolioPrioritization798Utilizesophisticatedoptimizationalgorithmstomaximizetheportfolio’sstrategicvalueundervaryingbudgetconstraints(i.e.cost,resourceetc.)‘WhatIf’AnalysisEfficientFrontierModelingBusinessAlignmentAnalysisBenchmarktheselectedportfolioagainsttheEfficientFrontierCalculateandcommunicatetheselectedportfolio’salignmentwiththeorganization’sstrategicpriorities项目组合优化Select:PortfolioOptimization&AdvancedAnalytics1112Createreal-timeprojectandportfolioperformancescorecardstoensureExecutivesandPMO’sgainvisibility,insightandcontrolacrossprojectportfolioswithintheorganization.Automaticallydrilldowntotheprojecttoviewperiodicstatusreports.ProjectStatusReportPortfolioScorecard10项目组合视图Manage:Track&MeasurethePortfolioPerformancePortfolioReportingUtilizeintuitivegeneratorstodefineandpublishreporttemplatestostandardizeandstreamlinethereportingprocessacrosstheorganization.MicrosoftProjectPortfolioServer2007总结CreateSelectPlanManagePPMLifecycleSteps:GovPhases:EPMSolutionPPMProcess&ArchitectureFinalApprovalBaselineMicrosoftEPMSolution:Por