Visio Professional 2007 for your EPM Process

Sharon Summers ITVAMP, LLCa Microsoft partner

Webcast September 30, 2009

Ryan PaceRolanda RascoeMicrosoft Corporation

Value of Visio in EPM Solutions

Decision-making

Implementation

Improve Project Management

TechnicalCapabilities

1) Use Visio as a Communication Tool2) Design Custom Notations and analyze in Microsoft Project3) Create Visual Reports to more effectively represent your project

StrategicCapabilities

1) Visualize complex information to better understand it2) Explore information to identify trends and issues and act on them3) Communicate using diagrams that can be shared with a broad audience

PROJECTINPUT

BUSINESSINPUT

Visio can be used in EPM Solutions from both a ‘Top Down’ and ‘Bottoms Up’ perspective to improve Project Management

3

Create Visual ReportsVisually report on complex project data

Generate reports directly from Microsoft Project and Microsoft SharePoint Server 2007Better understand key performance indicators, trends, and alternative views

Easily configurable templates - Pivot Diagram formAutomatically modify the reports as project information changesDisplay Executive Reports and Proejct

Good for Executive Reporting and Project Dashboards

4

Build Your WBS in VisioBuild your Work Breakdown Structures Right in Visio.

Free WBS Modeler Add-in can be downloaded from Microsoft.com or Visio toolbox.comExport you WBS right into Microsoft ProjectCreate your PMO Process with the Visio Modeler

• This enables you to work with information in a way that is unique to your project, organization, and/or industry

CUSTOM NOTATION PROCESS1. Create a customized drawing in Visio

2. Use WBS Modeler to map drawing data to Microsoft Project format

3. Export to Microsoft Project

4. Define project plan and details in Microsoft Project

5. Import data back to Visio for a visual representation

6. Modify data on the spot in Visio

7. Export data to Microsoft Project

8. Manage ongoing project details in Microsoft Project

Organizational Value of Visio Pro 2007

Visio 2007 provides value to the Project Management Office (PMO) as well as individual departments within an organization

PMOFin

ance

Human

Resourc

es

Sales

Operat

ions

• Visio 2007 enables individual departments to easily create, manage, and represent projects

• Visio 2007 enables PMOs to consolidate complex data from multiple sources in order to articulately represent company-wide projects

• Facilitates valuable reporting to executive management

Enterprise Project ManagementThe Management of Projects from an

enterprise level.In order to establish an EPM Solution, a Microsoft Technology Solution is installed that provides a shared view to all projects, such as a Project Server.The primary step to building an ePMO (Enterprise Project Management Office) is to build your EPM Process.The Process Tool to the EPM is Visio Professional 2007

What can Visio Pro 2007 do?Build your EPM Process Model

Visio can directly map process to the Microsoft EPM Tool.

Map your technical requirements to the Business ProcessHelps with understanding the difference between IT Process vs. PMO ProcessCapture all Audit controlsDisplays all Associated ArtifactsSees all handoffsAssists in managing communications

Know who is performing the work and more

Visio a part of the EPM Solution

Use Visio as the EPM Process Module for the Microsoft EPM Suite of productsUse Visio to build your ePMOUse Visio to manage your PMO Workflow

Microsoft EPM Process CapabilitiesConsistent User Interface

PMO ProcessProject

PortfolioManagement

ePMO Communications

Timesheet

Collaboration

Resource and Schedule Management

Project Management Capabilities

Collaboration Capabilities

Business InsightBusiness Process

& FormsEnterprise Content

Management

Collaborative Workspaces

Search

Portal

DemandManagement Plan & Execute Business Insight

Governance Workflow

Demand Management

Portfolio Selection

Reporting

Portfolio Analytics

Program Management

Visio, The foundation of the EPM ePMO

Universe

ePMOVisio

ProjectServer

Portfolio Server

SharePoint

PWA

CMM6Sig

PMI SDLC

Build ProcessInstall TechnologyLink Methods

Visio Process WorkflowsThe Foundation of an enterprise PMO

Visio is the building Block for an ePMOBuild PMO RulesFollow Best PracticeMap to Standard Operating ProceduresDisplay EPM Links to Financial and HR Databases or ProcessesCreate PMO standardsFlag Sarbanes itemsMark PMO & Quality Signoffs Incorporate Stage Gates & LifecyclesLink to any Methodologies

Visio Pro 2007 CommunicatesTrack communications in Visio WorkflowsFlag correspondences via email or phoneNote handoffs & key ePMO deliverablesShow MeetingsFlag SOX controls

Visio EPM Workflow ObjectsProcess StepsRolesInputs/OutputsCommunicationsHandoffsArtifactsDeliverablesControlsApprovalsGates

Process Leads to Technology

ENGINEER

RE-ENGINEER

Build your EPM with the Best Practice

Engineer your EPM Process for your Enterprise PMOInstall your EPM Technology

Who needs Visio Pro 2007?Process EngineersPMO DirectorsPMO AnalystsPortfolio ManagersPortfolio AnalystsProgram ManagersProject ManagersFinancial AnalystsFinancial ManagersFunctional & Dept. Managers

Resource AnalystsResource AdministratorsResource ManagerIT ArchitectsProject AdministratorsProject CoordinatorsSr. Project ManagersHR RepresentativesKey StakeholdersCustomer Relationship Managers

Build your ePMO Organization Chief Executive

Officer

IT Director PMO Director

IT Manager

PMO Officer

Portfolio Manager

Program Manager

Project Manager

Project Admin

Resource Manager

Resource Administrator

Finance Director

Financial Manager

Audit Director

SystemEngineer

Quality Manager

Internal Auditor

Project Leader

SME

HR DirectorBusiness Director

Customer Relationship Manager

Product Manager

Sales Manager

Admin Assistant

System Administrator

DB Admin

Architect

Functional Manager

Operations Director

Operations Manager

Marketing DirectorMarketing

Director

Marketing Manager

HELP DESK

Visio 2007 ePMO Process Workflow Design

Build your ePMO in VisioSharon Summers

Live examples

Enterprise Project Manangement Office Builds

Sharon SummersPresident & CEOITVAMP, LLC

partner

ITVAMP 12 Key EPM Process Areas

ResourceManagement

PortfolioManagement

GovernanceManageme

nt

QualityManagement

Risk/Issue Management

Financial Management

ProgramManagement

ProjectManagement

VendorManagement

ChangeManagement

TimeManagement

Strategy &Scoping

Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows

ITVAMP’s Framework Level 2Sub-Process Workflow areas

Financial Manageme

nt

Portfolio

Management

Stage GateFinancialAnalysis

Project Registratio

n

ResourceOptimizatio

n

FinancialReporting

Resource Allocation

Quality Manageme

nt

DashboardReporting

ReleaseMgmt.

Resource Manageme

nt

Visio Workflows

Each EPM Process area contains a High Level and Sub-Level Visio 2007 Workflows

EPMProcess

ITVAMP Templates & FormsEPM Process Associated Artifacts

Portfolio Management

Project Registration

DashboardReporting

Dashboard Rpt.

Registration

ITVAMP has a Templates &

Forms Library ready for

Branding as Artifacts to go

along with your Visio 2007

Workflows and designed in the Microsoft Office

Suite of products

ITVAMP Turnkey SolutionPMO "Out of the Box"

Build from ITVAMP FrameworkView Best Practice EPM ProcessSelect any EPM Process Area (30d per area) Customize your ePMOBrand Templates & FormsImplement or map to existing EPM Solution, Process or Methodology

Take the Suvey and win a Free ePMO Assessment!

http://Linke here

Current State of High level PMO FrameworkReview of Methodologies State of EPM Toolset with recommendationePMO recommendation

We Revamp Your IT with Project Management Methodology!

ITVAMP, LLC200 Campbell Drive, Suite 236Willingboro, New Jersey 08046732-331-3045

Contact us!

http://itvamp.wordpress.com

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the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.