Enterprise Program and Portfolio Management in Project Online

Digital Productivity Solutions Built
for the Microsoft Cloud
Enterprise Program and Portfolio
Management in Project Online
Reimagine Business Productivity
Jim Patterson – Wicresoft

• Introductions
• Portfolio Management Concepts
• Portfolio and Program Management in Project Online
• Demonstration
• Summary & Wrap Up
Agenda

PORTFOLIO MANAGEMENT CONCEPTS
Reimagine Productivity

The RISE
of Technology
The inevitable impact:
Executives
PMOs
Software Development
Support
Adoption challenges across
the enterprise.

• Strategic Plans
• Enterprise Architecture
• Innovation/Ideation
• New Product Development
• Performance Plan/Budget
• Objectives
• Initiatives
• Services
• Applications
• LSS
• IT Projects
• Billable Projects
• Application Maintenance
• Service Requests
• Software Development
• To Dos
• Etc..
Portfolios
Strategies
Work
Strategy
Portfolio & Program
Management
Initiatives
The Evolution of Project Portfolio Management
into Enterprise Work Management
Different Levels of Work Management

Enterprise Portfolio Management Lifecycle
Portfolio Level
Execution Level
Portfolio Online
Project Online

Providing the Right Tool for the Right Job
■ Portfolio Level— Interested in creating, decision
frameworks, selecting specific projects based on those
frameworks, planning [the] delivery [and] tracking those
investments at a high level..
■ Execution Level— Interested in a project and resource
management product to manage the tactical details of project
execution and communicate progress and expenditures back
to business sponsors and management.
IT PPM Magic Quadrant
Daniel Stang, Gartner Research
Portfolio Online
Project Online

USE THE RIGHT TOOL FOR THE RIGHT JOB – POWER OF CHOICE
Portfolio Online with Project Execution
• Strategic Themes
• Portfolios
• Programs
• Initiatives
• Priority
• Financials
• Capacity
• Status

Built in Project Online
• Leverage what you already own (Save Money)
• Use what your team already knows (Reduce Adoption Risk)
• Increase the value from Current Investment in
Project Online (Maximize Benefit)
• Common IT platform for development and
customization (Use Skills You Have)
• Opportunity to retire multiple solutions that can
be handled in one (Cost Saving and Simplify)

Outcomes
• Comprehensive reporting and visibility
• Centralized Visibility
• Decentralized Contribution
• Streamlined Collaboration Across Roles
• Reduced Barriers to Participation
• Happy Users

SO what does
Portfolio Online look
LIKE?
Demo

Capture business demand
Offer a simple way to propose projects
Input demand details, including benefits,
estimated costs, required resources, and
the impact on business drivers
Assess all demand types, including large
programs and projects, smaller initiatives,
and ongoing work streams
Easily customize data entry forms and
approval routing workflows for each
demand type

Conduct high-level portfolio planning
Gain immediate insights into benefits, costs, and strategic alignment of proposed projects
Identify and visualize the impact project
proposals have on defined business
drivers
Quickly understand the benefits, costs,
and strategic alignment of proposed
portfolios

Adding Efficiency to Capital Budgeting
Capture all capital expenditure requests for the coming year electronically.
Automate the submission of annual
capital budgeting requests
Eliminate consolidation hassles and the
risk of data errors
Compare capital budgets across long-
term planning cycles

Intuitive performance review reports
Instantly create a variety of status reports to make objective
portfolio adjustments
Create powerful status reports in one
click to track progress and identify
negative trends in progress
Rely on built-in dashboards and reports
to communicate portfolio status and
grab management’s attention

Derive advanced portfolio analytics
Build custom dashboards and reports to see Portfolio data in different, more-applicable ways
Build and share custom dashboards and
reports using a variety of visualizations, like
maps, to meet specific needs
Integrate data from multiple sources (e.g.,
Microsoft PPM, financial systems, etc.) into
Power BI analytics
Perform ad hoc analysis with natural language
query and built-in predictive analytics
capabilities
Access Power BI dashboards and reports from
virtually anywhere to make informed
decisions on the go

Manage project execution your way
Use Portfolio Online as an integration point for other project management tools
Use Portfolio Online as a single hub for all work
Project Managers can use Project Online and
Microsoft Project to manage traditional waterfall
projects
Let software development teams use favorite
Agile tools such as Visual Studio Team Services
(VSTS) or Jira and leverage integration options
to include them in the portfolio
Empower teams to manage tasks in Kanban
approach, with Office 365 Planner and OnePlan

Intuitive user interface with a sleek & modern look
Enhance Project Online user experience and usability with Portfolio Online
Use what your team already knows with
intuitive SharePoint UI and robust
Forms
Use Mobile apps for people always on
the go
Edit Portfolio data using dynamic
Editable Grids

DEMONSTRATION

SUMMARY & WRAP UP

• Joint Venture with Microsoft in 2002
• Global footprint with offices across
the U.S.
• Consulting, BPO, Managed Services,
global support and Staffing
• 6,500 global employees
• Client focused, proven track record,
passion for technology
About Wicresoft
Microsoft P-Seller Microsoft Gold Certified Microsoft Cloud Solution Provider

Confidential
Professional Services
Automation
• Project Management
• Time Management
• Resource Utilization
• Financial Management
Project Portfolio
Management
• Portfolio Management
• Resource Management
• Schedule Management
• Time Management
• Backlogs
• Scrum
• Kanban
• Task Boards
Business Intelligence
• Portfolio Planner
• Work Planner
• Agile Planner
• Resource Planner
Scaled Agile
Management
Enterprise Work
Management
Productivity Solutions

Next Steps
• FREE - Assessment and Roadmap
• FREE - Project Online Trial & Wicresoft Support
• Personalized 1:1 demo for your organization
Email Wicresoft
nasales@wicresoft.com
Jim Patterson
jpatterson@wicresoft.com
Mike Otranto
motranto@wicresoft.com

Thank You!
Websites:
Wicresoft us.wicresoft.com
Project Online www.project-online.com
Project Connect us.wicresoft.com/projectconnect/
On-Demand and Upcoming Webinars:

Enterprise Program and Portfolio Management in Project Online

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