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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 Risks CentrallyStoreProject Resources andReporting LineofBusinessSystems ProjectTeamMember ProjectMgr ResourceMgr PortfolioManagement Governance MSPPMSolution架构图 ProjectPortfolioServer MicrosoftProjectPortfolioServer2007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 SuccessfulOrganizationsUtilizeBothDisciplines PROJECTMGT ProjectPlanningCostManagementResourceManagementTimeReportingChangeManagementIssueManagementProjectReportingCollaboration PORTFOLIOMGT PortfolioGovernanceBusinessCaseDevBenefitsForecastingPrioritization ValuationPortfolioOptimizationAdvPortfolioAnalyticsCapacityPlanning MicrosoftProjectPortfolioServer2007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MicrosoftOfficeProjectServer LineofBusinessSystems ExecutivesPortfolioAnalystsProjectManagersApplicationManagers TheUMTPortfolioManager3 3ServerintegrateswiththeMicrosoftOfficeProjectServertoprovideorganizationswithanend to endProjectPortfolioManagementsolution Create Select Plan Manage PPMLifecycleSteps GovPhases EPMSolutionPPM生命周期 技术架构 FinalApproval Baseline MicrosoftEPMSolution PortfolioDashboard PortfolioOptimizer PortfolioBuilder CompleteProjectRequestForm 1stReview 2ndReview ResourceRequirements BusinessCaseDevelopment CostEstimates RiskAssessment Phase MilestonePlanning StrategicAlignmentAssessment 2 1 4 5 6 BenefitForecasts 3 PortfolioPrioritization StrategicValue FinancialValue RiskValue PortfolioOptimization ChartingAnalysis ConstraintAnalysis AdvPortfolioAnalytics 1 2 3 1 2 3 PortfolioSelection DetailedPlanning DevelopProjectPlan AssignNamedResources DefineInter dependencies 1 2 3 ProjectTracking ProjectTracking TimeReporting 1 3 Issues RiskMgt DocumentMgt 4 5 TeamCollaboration 6 ResourceMgt 2 PortfolioTracking ChangeRequestMgt StatusReporting PortfolioRe Optimization 1 2 3 Completed MicrosoftProjectPortfolioServer2007功能演示 Pre definedworkflowsensuretheprojectsaresubjectedtotheappropriategovernancecontrolsthroughouttheirlifecycle i e proposaltopost implementation Captureallprojectrequestswithinacentralrepositoryanddefinebusinesscasetemplatestostandardizethedatacollectionacrosstheorganization CaptureProjectRequests Ideas 1 2 GovernanceWorkflow 项目组合创建器Create BusinessCaseDevelopment Useproventechniquestodefineandprioritizebusinessdrivers Deriveapriorityscoretoevaluateeachprojectrequest i e StrategicValue FinancialValue Risk PrioritizeBusinessDrivers PrioritizeProjects 3 Assesstheimpactofeachprojectrequestagainsttheprioritizedbusinessdrivers StrategicImpactAssessment BusinessDrivers Projects 4 5 Analyzetheprojectportfoliobeforeattemptingtomakefundingdecisions 6 Cost L Priority H InvestmentMaps 项目组合优化Select PortfolioPrioritization 7 9 8 Utilizesophisticatedoptimizationalgorithmstomaximizetheportfolio sstrategicvalueundervaryingbudgetconstraints i e cost resourceetc WhatIf Analysis EfficientFrontierModeling BusinessAlignmentAnalysis BenchmarktheselectedportfolioagainsttheEfficientFrontier Calculateandcommunicatetheselectedportfolio salignmentwiththeorganization sstrategicpriorities 项目组合优化Select PortfolioOptimization AdvancedAnalytics 11 12 Createreal timeprojectandportfolioperformancescorecardstoensureExecutivesandPMO sgainvisibility insightandcontrolacrossprojectportfolioswithintheorganization Automaticallydrilldowntotheprojecttoviewperiodicstatusreports ProjectStatusReport PortfolioScorecard 10 项目组合视图Manage Track MeasurethePortfolioPerformance PortfolioReporting Utilizeintuitivegeneratorstodefineandpublishreporttemplatestostandardizeandstreamlinethereportingprocessacrosstheorganization MicrosoftProjectPortfolioServer2007 总结 Create Select Plan Manage PPMLifecycleSteps GovPhases EPMSolutionPPMProcess Architecture FinalApproval Baseline MicrosoftEPMSolution PortfolioDashboard PortfolioOptimizer PortfolioBuilder CompleteProjectRequestForm 1stReview 2ndReview ResourceRequirements BusinessCaseDevelopment CostEstimates RiskAssessment Phase MilestonePlanning StrategicAlignmentAssessment 2 1 4 5 6 BenefitForecasts 3 PortfolioPrioritization StrategicValue FinancialValue RiskValue PortfolioOptimization ChartingAnalysis ConstraintAnalysis AdvPortfolioAnalytics 1 2 3 1 2 3 PortfolioSelection DetailedPlanning DevelopProjectPlan AssignNamedResources DefineInter dependencies 1 2 3 ProjectTracking ProjectTracking TimeReporting 1 3 Issues RiskMgt Do