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Define / review of the client’s requirements.
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Define / review the client’s business processes and map them to
Microsoft Project Server functionality.
§
Define / review the EPM architectural design to ensure hardware and
component recommendations support the EPM solution that will be
implemented.
§
Perform a complete system installation — Microsoft Project Server, and
associated supporting technologies.
§
Configuration of the installed EPM solution components to reflect the
client’s specific requirements.
§
Train ALL users — project managers, team members, resource managers,
executives — on their EPM solution. This includes both tools, and
processes.
During all of the above activities, PMPi actively involves the client’s
staff to ensure maximum knowledge transfer.
Envisioning
Workshop/Define Requirements– We conduct
brainstorming sessions on site or through Live Meeting with
individual and group meetings with selected project managers and IT
directors. We will map your current situation and your desired results
to drive the configuration of Project Server and to define the best
project management process. This will ensure the EPM initiative creates
a business-driven solution and make sure there is clear understanding of
each section and the stakeholder’s intent. This will provide:
§
A summary of the business goals
§
General requirements for using the
Microsoft EPM solution for Administrators, Project Managers, Team
Members and Senior Management
§
Usage scenarios for Microsoft EPM for
Administrators, Project Managers, Team Members and Senior Management
§
The general technology requirements for
the server(s) and desktops
§
Determination of initiative risks &
mitigation strategies, constraints and assumptions
Recommended Project Management
Processes
We also develop the following:
§
Recommended Project Management Process
including but not limited to:
§
Definition of a project
§
Recommended Project Management
Process (i.e. Initiating, Planning, Executing/Controlling
Closing)
§
Recommend deliverable(s) per step in the
Project Management Process (i.e. Customized forms for Scope Document,
Risk Plan, Communication Plan, Change Control, etc.
per type of project)
§
Recommended Work flow for project
approval and status reviews
§
Recommend content for a PMO site
Mapping
Business Processes to Project Server Functionality -
The business process requirements define which
processes and standards the organization requires staff to follow so
that the organization can accomplish its project management goals.
Organizations will vary in their process maturity, ranging from having
no standards at all, and through time, to an ability to replicate
processes across the organization. It is important to understand where
the organization lies along this maturity continuum, as this will
determine initiative strategy (a decision to phase in processes),
feature implementation, and training requirements.
The EPM team develops a high-level
inventory of these processes. This information will include:
·
A
description of both the current and desired processes
·
Which of
the current processes must be changed based on new Microsoft EPM
functionality
·
Which
processes are needed to be refined based on new Microsoft EPM
functionality
Architect
Design and System Installation - The
architecture design specification describes the hardware and software
configuration that must be deployed to support the EPM solution over a
designated time period. The goal will be to help determine suitability
to the proposed user community and to recommend future best practices to
expand the system if needed.
System
Implementation - the purpose of this phase is to create a Project
Server environment.
Develop and
Implement Configuration Settings Specification —
The purpose of this phase is to determine your
organization’s EPM standards. Specific configuration items are:
§
Define and Implement corporate calendar settings — determine the
calendar settings that are the basis for resource calendars, used to
schedule project work
§
Define and Implement enterprise custom codes
to support reporting
requirements— determine the company-wide custom codes, both resource
and project that need to be created to store information that is not
part of the default system
§
Identify and Implement user roles — determine the roles of the
system users, as they will appear in Microsoft Office Project Server and
Microsoft Project Web App. These are the groups used for security
purposes
§
Define and Implement resource settings
— determine the
resource-related configuration settings. This includes use of generic
resources and skill-based resource planning
§
Define and Implement view customization —
determine how to best modify the system’s default views and to
create custom views to meet the client’s project and resource management
information needs
Training
& Support
Role-based Training and Coaching: Project Manager, Project Web Access
(Team Members and Senior Management), Administrators -
our proven effective role-based training programs will be tailored to
meet the specific needs based on the configured EPM solution described
above. Our training will incorporate the participants’ needs and apply
the relevant plans and reports they will use.
