Advanced Portfolio Management with O365 & Project

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1 Helping you Build a Project Management Culture Serving Those who Serve Advanced Portfolio Management with O365 & Project 10/9/2018

2 Our MISSION is to boost your Project Management efficiencies by optimizing your processes and technologies creating measurable results that empower you and your organization. The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.

3 ABOUT THE PRESENTER TIM RUNCIE, PMP, MCTS, MCP, MVP Advisicon President & Founder 15 YEAR PROJECT MVP PUBLISHED AUTHOR (38 BOOKS) PMO EXPERT & LEADERSHIP COACH 100,000+ STUDENTS TRAINED PORTFOLIO MANAGEMENT, TECHNOLOGY & SOLUTIONS ARCHITECT PRESIDENT OF ADVISICON LAST 25 YEARS ADVISICON INC

4 TODAY S AGENDA What is the Burning Need for PM Tech Historical Solutions for PM Tech Future Direction of PM Technology Demonstration of Agile & Newest PM Tech Program to Portfolio Management Capabilities Close & Audience Q&A

5 FOR PMI IRVINE MEMBERS DOWNLOAD FREE PM TOOLS AT:

6 Where is Microsoft Going with PM Tech?

7 86% of CEOs consider the Digital Frontier their #1 priority Digital Transformation occurs through projects and programs 1 Source: PWC CEO Survey

8 KEY INDUSTRY STUDIES ARE SHOWING

9 Forrester s Report about Agile To succeed in the digital age, digital business professionals must redefine how they deliver value to their customers and how they realign their people, processes, and technology for agility. Source: Forrester Research

10 What is the Need Demand & Capacity Planning Deliverables Tracking & Reporting Team Collaboration & Communication Dashboards & Reporting 3 rd Party Tool Integration Connected Program & Portfolio Mgmt.

11 How Has This Been Solved in the Past? MS Project Desktop Project Server SharePoint Excel & SQL Server Reporting

12 Where is Technology Going for PM s? Integrated Collaboration Agile, Agile, Agile, Out of the Box Dashboards Application Neutral Program & Portfolio

13 LATEST WAVE OF PPM INVESTMENTS R E D E S I G N E D U S E R E X P E R I E N C E A G I L E P R O G R A M M A N A G E M E N T F I N A N C I A L M A N A G E M E N T O U T - OF- THE- B O X R E P O R T S N A T I V E A P P S A C R O S S D E V I C E S P L A N N E R A N D M S T O D O

14 Future State of PM Technologies Incorporate other Microsoft Cloud services for a powerful PPM solution Enjoy all the benefits of the Microsoft Cloud, a leader in public cloud, through Microsoft PPM Microsoft PPM Adhere to broader cloud strategy by adding Microsoft PPM Leverage a broad set of innovative cloud services to satisfy growing PPM needs Azure Planner Task Fabric Power BI Microsof t Cloud VSTS Office 365 Dynamics 365

15 FOR EVERY INDIVIDUAL & TEAM PMO / Executives and Project Teams P R O J E C T P O R T F O L I O M A N A G E M E N T Ad Hoc Teams W O R K M A N A G E M E N T Individuals TA S K M A N A G E M E N T Low Medium High L E V E L O F C O M P L E X I T Y

16 Technology Roadmap Realization MS To Do ROADMAP 16

17 We ve come a long way!!!

18 CHANGES: A NEW LOOK & FEEL

19 CONCEPTS: MP IN PROJECT ONLINE Future State Roadmap for Project PPM (O365)

20 NEW TOOL: MS ROADMAP

21 Project s New Home A New Common Platform

22 What Tools are Available Today? 1. PPM 1. Agile in MS Project 2. Dynamics PSI 2. Work Management 1. O365 Planner 2. MS Teams / SharePoint 3. VSTS Integration with Project 3. Task Management 1. OneNote 2. Outlook 3. MS To Do

23 Live Demonstration

24 IN SUMMARY: KEY IDEAS DIGITAL TRANSFORMATION IS CHANGING COMPLEXITIES & AGILE & TEAM COLLABORATION IS KEY ACCESSIBILITY OF TOOLS PPM TECHNOLOGIES ARE BEING TECHNOLOGY SHOULD BE A HOUSE DESIGNED FOR O365 WITHOUT WALLS & CLOUD COMPUTING TECHNOLOGY WORKING TOGETHER ~ AKA THE BETTER TOGETHER STORY DEMAND MANAGEMENT & RESOURCE CAPACITY ARE KEY ~ PROJECT DESKTOP PERSISTS ADVISICON INC

25 Audience Q&A

26 WE ARE GROWING! You Love Project to Portfolio Management You Love Technology You Love Teaching You Love Making a Difference Natalie Hategan Human Resources Advisor Natalie.Hategan@Advisicon.com Send resumes to Natalie Hategan at: Careers@Advisicon.com Current Openings: Project Server/Online Consultants Senior PM & Technology Instructors Application Development Advisor Director of Academy Division Senior SharePoint Advisors Technical Project Managers Director of Technical Services Division

27 WHY TOOLS & PROJECT MANAGEMENT? Schedule a Free Trial or Tim Runcie Tim.Runcie@Advisicon.com ADVISICON INC

28 REMEMBER DOWNLOAD FREE PM TOOLS AT:

29 THANKS FOR ATTENDING! Don t forget all Advisicon Training sessions offer PDUs. Contact us: 5411 NE 107 th Ave, Vancouver, WA contact@advisicon.com Follow us on: youtube.com/advisicon/videos

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