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PPM Challenge #2: Project Communications and Reporting – 2012 PPM Challenge and Opportunity Webcast Series
1. PPM Challenge #2
Project Communications and
Reporting
2012 PPM Challenge and Opportunity
Webcast Series
2. PPM Challenge & Opportunity Series
Challenge #1
– Prioritizing Demand
Challenge #2
– Project Communications and Reporting
Challenge #3
– Providing Value to All Levels
Challenge #4
– Improving PPM Maturity
3. Recap – Prioritizing Demand
Demand Management
– Centralized demand capture
– Demand visibility
– Standardized templates and forms
– Workflow and stage gating
– Project scoring, alignment and prioritization
Portfolio Management
– Portfolio evaluation and selection
– Metrics to consider
– Portfolio analysis tools
4. Recap – Prioritizing Demand
Resource Management
– Capacity planning
– Capacity vs. demand
– Roles vs. named resources
Financial Management
– Detailed budgets
– Financial visibility
– Portfolio costs
What-if Modeling
– Cost and resource constraints
– Project sequencing
– Optimizing and selecting the right work
5. PPM Challenges
Challenges:
– Meeting stakeholder expectations
• A challenge for most organizations
– Providing current status of work
– Prevent team members from making
assumptions
• Rework due to lack of project awareness
– Keeping teams informed
• Provide a healthy project environment
• Reduce risk
• Project planning and scheduling tool limitations
6. PPM Opportunities
Opportunities:
– Improve and automate project communication
– Streamline and automate reporting
– Build collective project intelligence
– Promote and enable collaboration
– Increase project productivity
– Ability to react to changes, issues and
problems
8. Project Communication Tools
Keeping Teams Informed
Share knowledge and better collaborate with your
work teams to increase productivity and efficiency
through various modes of communication. Connect to
other business productivity applications to streamline
conversations and drive efficiencies.
9. Alerts and Notifications
Set up individual or
team alerts and
notifications
Keep everyone
automatically
informed of project
updates and changes
Reminders when
actions are due
Active and Passive Alerts
20. Post Announcements
Create
announcements to
share information
with your team
Keep them informed
on the latest news,
project updates and
important changes
Keep Teams Informed
22. Discussion Boards
Project Discussion
boards are included in
project workspaces
Share information
and discuss project
topics with your team
for real-time project
collaboration
Create Project Discussion
Boards
23. Publish Plans and Schedules
Via EPM Live’s web-
based Project Planner
Bi-directional
integration with MS-
Project via our Project
Publisher
Project workspace
templates designed to
support waterfall
process and
methodology.
Web-based visibility of plans
and schedules
27. Reminders
Reminders work
items, process
steps, and other
actionable elements
Passive Alerts and Reminders
28. Project Wikis
Create project wikis
as a convenient way
to collaborate on
project information
Wiki pages can be
created and
structured to
collaborate on project
items such as
artifacts, updated
status, meeting notes
and discussions
Wikis are easy to use
and can be edited
directly via your web
browser Create Project Wikis
29. RSS Feeds
Get critical project
information
automatically through
RSS feeds to keep
track of the latest
news and blogs
Subscribe to RSS Feeds
30. Performance Reporting
Keeping Management Informed
Leverage pre-configured reports and dashboards to gain insight
into real-time project status. View project charts and graphs for
visual presentation of project performance. Use familiar tools like
Excel and Access to export data to create simple customized
project reports.
31. Project Workspace Metrics
Project health metrics
Formula-driven
graphical indicators
What is overdue
Latest activity in the
project
Visible, Graphical Status and
Health
32. Portfolio Visibility of Health/Status
Flexible portfolio-
level view
KPIs that look at
multiple dimensions
Drilldown into
problem areas
Current Health of Entire
Portfolio
33. Automated Status Reports
On-demand status
reports
View online or export
to common formats
Eliminate manual
report production
SSRS or other
reporting tools of
your choice
Rich reporting
database
Push-button Reports
34. Narrative/Subjective Status Reports
Online status reports
Content in a database
instead of documents
and emails
Leverage content in
automated reports
and dashboards
Online Status Reporting
35. Dashboards
Charts and Graphs
Flexible page layouts
Combine with
objective data to
support charts
Drilldown into detail
as needed
Charts Combined with
Objective Data
36. Common Tools Like Excel and Access
Surface project
management details
and deliver rich
pivoting and charting
in Microsoft Excel
Connect to Microsoft
Access to create your
own reporting
database and enable
powerful reporting
options
Custom Reporting with
Familiar Tools
38. Issues
Issues maintained for
each project
Easily view rollups of
all issues centrally
Easily View Issues Across All
39. Risks
Risks maintained for
each project
Easily view rollups of
all risks centrally
Easily View Risks Across All
40. Reporting on All Items
Standard reports for
all elements in the
system
View on demand
Library of Standard Reports
41. Graphical Issue and Risk Status
Visually display issue
and risk information
across all projects
with built-in
dashboards and
charts
Tailor and customize
your own reports for
metrics vital to your
business
Dashboards
43. Change Requests
Capture all change
requests
Change approval
Status of change
items
Change Logs
44. Workflow and Approval
Streamline project
and change requests
by leveraging
workflow for review
and automated
approvals
Request Review Approved Active
Automated Approval