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Critical Success Factors for
Optimal Use of Project Server
2. © International Institute for Learning, Inc., All rights reserved. 2Intelligence, Integrity and Innovation
Who is Keith Wilson?
What is IIL?
What is the Game Plan?
Questions?
2
3. © International Institute for Learning, Inc., All rights reserved. 3Intelligence, Integrity and Innovation
Keith Wilson, PMP, B.Comm., MCT, MCTS?
Over 25 years of
management and
Project
Management
consulting and
training
experience
1. Proven track record with excellent results in facilitation,
business analysis, business planning, project management
and sales
2.
3. Successfully implemented numerous Microsoft® Enterprise
Project Management Solutions (Project Server Black Belt)
4. Consulted and provided Project Management services to
numerous Fortune 500 Companies, universities, and
associations, municipal, provincial/state, and federal
government in North America, Europe, Middle East, and
Japan
5. Provided project management systems and support for the
launch of Microsoft®’s Bing and MSN14
6. Published author of the Project Management Play Book –
It’s a Team Sport
4. © International Institute for Learning, Inc., All rights reserved. 4Intelligence, Integrity and Innovation
Global IIL Companies
IIL US
IIL Asia (Singapore)
IIL Australia
IIL Brasil
IIL Canada
IIL China
IIL Europe (United Kingdom)
IIL Finland
IIL France
IIL Germany
IIL Hong Kong
IIL Hungary
IIL India
IIL Japan
IIL Korea (Seoul)
IIL México
IIL Middle East (Dubai)
IIL Spain
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• Streamlined tool and processes working together
• Configuration / Customization specific to the organization’s environment
• Leverage templates for consistency, relevancy, efficiency, and data integrity
• There is senior management support behind the initiative and willingness to use
PWA for Project reporting
• Role-based training will be important to drive use and adoption
• Project Server Administrator and a Process Champion are important in order to
maintain and support the Project Management processes and tools being
implemented
• A Crawl-Walk-Run approach to solution rollout is acceptable and recommended,
which will foster use and adoption of the processes and tools (not trying to do too
much too soon)
• Ensuring all projects are built correctly and published to avoid GIGO or NINO
Project Server Critical Success Factors
6. © International Institute for Learning, Inc., All rights reserved. 6Intelligence, Integrity and Innovation
Streamlined Tool and Processes Working
Together
7. © International Institute for Learning, Inc., All rights reserved. 7Intelligence, Integrity and Innovation
Configuration / Customization Specific to
the Organization’s Environment
8. © International Institute for Learning, Inc., All rights reserved. 8Intelligence, Integrity and Innovation
Configuration / Customization Specific to
the Organization’s Environment
9. © International Institute for Learning, Inc., All rights reserved. 9Intelligence, Integrity and Innovation
Configuration / Customization Specific to
the Organization’s Environment
10. © International Institute for Learning, Inc., All rights reserved. 10Intelligence, Integrity and Innovation
Configuration / Customization Specific to
the Organization’s Environment
11. © International Institute for Learning, Inc., All rights reserved. 11Intelligence, Integrity and Innovation
Configuration / Customization Specific to
the Organization’s Environment
12. © International Institute for Learning, Inc., All rights reserved. 12Intelligence, Integrity and Innovation
Leverage Templates for Consistency,
Relevancy, Efficiency, and Data Integrity
13. © International Institute for Learning, Inc., All rights reserved. 13Intelligence, Integrity and Innovation
Leverage Templates for Consistency,
Relevancy, Efficiency, and Data Integrity
14. © International Institute for Learning, Inc., All rights reserved. 14Intelligence, Integrity and Innovation
There is Senior Management Support behind the
Initiative and Willingness to Use PWA for Project
Reporting
This is not just endorsing the use of Project Server but
using the dashboards in executive meetings and
navigating to project sites for insight into the projects
15. © International Institute for Learning, Inc., All rights reserved. 15Intelligence, Integrity and Innovation
Role-Based Training will be Important to
Drive Use and Adoption
The following are the typical types of users and each should have
customized training
PWA Users
Project Executive
Portfolio Manager
Resource Manager
Team Leads
Team Members
PWA and MSP Users
Administrators
Project Managers, IIL US
16. © International Institute for Learning, Inc., All rights reserved. 16Intelligence, Integrity and Innovation
Project Server Administrator to Maintain
and Support Project Server Configuration
and Project Server Users
17. © International Institute for Learning, Inc., All rights reserved. 17Intelligence, Integrity and Innovation
Process Champions are Important in Order to
Maintain, Support, and Police the Project
Management Processes and Tools being
Implemented
18. © International Institute for Learning, Inc., All rights reserved. 18Intelligence, Integrity and Innovation
Requirements/
Configuration/Training
Getting All Projects Properly Built and
Resourced into the DB
Implement Project Server
Utilize Project
Program and Project Status and Dash
Board Reporting
Advanced Reporting
Server for resource
allocation/utilization and costing
Dashboard and BI reporting
Work flow
Crawl Walk Run
Phases of Deployment
Gather
Require-
ments
Configure
System
Testing
Pilot
Modify Additional
Training
Rollout
A Crawl-Walk-Run Approach
19. © International Institute for Learning, Inc., All rights reserved. 19Intelligence, Integrity and Innovation
1. Streamlined tool and processes working together
2. Configuration / Customization specific to the organization’s environment
3. Leverage templates for consistency, relevancy, efficiency, and data integrity
4. There is senior management support behind the initiative and willingness to use
PWA for Project reporting
5. Role-Based training will be important to drive use and adoption
6. Project Server Administrator and a Process Champion are important in order to
maintain and support the Project Management processes and tools being
implemented
7. A Crawl-Walk-Run approach to solution rollout is acceptable and recommended,
which will foster use and adoption of the processes and tools (not trying to do
too much too soon)
8. Ensuring all projects are built correctly and published to avoid GIGO or NINO
Project Critical Success Factors
20. © International Institute for Learning, Inc., All rights reserved. 20Intelligence, Integrity and Innovation
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