PM Resourcegroup,LLC

Microsoft Learning Solution Comptency Partner          

PMI Registered Education Provider Microsoft Gold Certified Partner Earned Competencies
 
     
EPM Solutions
   
   

Company Description

PM Resource Group specializes in the implementation of Microsoft Office Project Server and Office Project Portfolio Server solutions to enable companies to maximize investments and realize organizational goals. PMRG’s full-service solutions include process automation, strategy/business driver and workflow definition, tool installation and configuration, and tiered support. We also offer public and private training courses. Private courses can be customized to your methodology, level of expertise, and specific solution deployed. PMRG is a Microsoft Certified partner, certified within the Information Worker competency, with a specialization in Enterprise Project Management. PMRG is also a Registered Education Provider with the Project Management Institute.

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Microsoft Office Project Server 2007 & 2010 Solutions

EPM Implementation

Business Requirements
Customers need tools which align with their process and enable portfolio visibility, resource management, document management, and project team collaboration. The tools must be configured per the organizations processes and workflow to achieve accuracy in reporting at the portfolio levels. It is also essential for customers to link projects to strategies to see the who/what/how/why at the project and portfolio levels - WHO is on the team, WHAT is the project, HOW is it doing and WHY we are doing this project.

Solution Summary
Our solution consists of installation, configuration and customization of the appropriate EPM tools (Microsoft Project Server, Professional, Web Access / Web App, SharePoint Portal Server, Six Sigma Accelerator, etc.) per business requirements gathered through a process aligned with the Enterprise Implementation Framework methodology. We begin with delivery of a Charter (including benefits, objectives, background, approach, recommendations, etc.) and a Project deployment schedule (defining scope, timeline and cost) as a result of detailed requirements gathering. After tool installation and initial configuration, we publish our deployment schedule in this environment which we use to maintain our project status while also demonstrating the collaborative use of the tools (i.e., all deliverables, events and issues are shared via a Windows SharePoint site). We create enterprise project templates and business rules and configure the Six Sigma Accelerator to align with the organization's defined workflow and business processes. We customize the client-side settings, views and available features to align with the project workflow. We develop custom fields and codes to capture and report on certain task, resource and project-related data. We customize the server-side settings, security model, features, and project and OLAP views to enable role-based functionality and report access. We configure InfoPath forms to integrate with other systems. Finally, we provide role-based custom training of the solution deployed and the required business rules. Depending on PM maturity, this training may also include PM basics and/or Microsoft Project basics. Appropriate knowledge transfer and support is provided throughout the implementation (and beyond if needed). We also deliver an indexed CD-ROM of all project documentation (architecture, settings, reports, etc.). Post-implementation we conduct lessons learned on our own performance to enable continuous improvement of our EPM implementation process.

EPM Training

Business Requirements
Microsoft Project is very robust in features and functionality. This can sometimes be overwhelming for new users or organizations trying to simplify and standardize best practices. Also, organizations typically want to customize the enterprise solution around their business (industry, department or otherwise), rather than bending their business around a tool. Thus, custom training is necessary to the success of the enterprise solution. Custom training will also allow the trainer to help the organization communicate new and reiterate existing policies and procedures related to the enterprise solution. The end goal being a successful enterprise solution which enables the organization to measure performance, achieve continuous process improvement, proactively respond to change, and reach strategic objectives.

Solution Summary
PM Resource Group has created a master set of role-based courseware. However, our delivery of these courses is not 'canned' or 'presentation style'. The courses always vary based on the needs of the organization, the specific enterprise solution deployed, the hard business rules (locked down features) and soft business rules (policies and procedures), and the level of Project Server and SQL prowess (for Administrators) or project management maturity (for PM trainees). The Administrator course can go as deep as customizing with XML, implementing Microsoft add-ons (i.e., Six Sigma Accelerator), or customizing Application Programming Interfaces (i.e., using the timesheet integration API). The Project Manager course can be as light as a two-day enterprise course for advanced users of Microsoft Project, or as deep as a tiered set of courses including methodology (aligned with Project Management Institute best practices) and tool introductory and advanced sessions. We can also deliver custom role-based quick reference cards which summarize the most common techniques (i.e., 10 steps to creating and publishing the plan and task assignments) and the most important business rules (i.e., timesheets due every Friday 5pm, all plans must initiate from an enterprise template).

EPM Auditing

Assess system health and provide best practice recommendations related to the technical (disaster recovery, configuration of databases, performance and load testing) and business (enterprise global, project templates, security model, and reporting) aspects to continuously improve the EPM solution and achieve organizational goals.

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Customer Evidence
PM Resource Group does not target a specific vertical or user community. We believe an EPM solution can be customized to suit the needs of any type of organization. We have deployed successful solutions for several Fortune 100 companies and within the following verticals: Financial, Government, Retail, Healthcare, Manufacturing and Professional Services. Our user communities (or at least project sponsors) are typically IT or PMO groups. And we frequently work through Microsoft and other Microsoft partners to provide EPM solutions to their customers. While PMRG considers its client relationships confidential, certain EPM clients that the firm may disclose include

 

 

Our Approach

PM Resource Group implements enterprise project management solutions in accordance with the Microsoft Enterprise Implementation Framework (EIF). The EIF provides a structured technique and guidelines for configuring Microsoft Project Professional and Microsoft Project Server according to the needs of a particular organization. Further, our project team (comprised of both technical and project management experts) has continuously improved upon this framework and its supporting documents through lessons learned sessions which we conduct at the end of every engagement. The implementation plan and documentation we deliver is a combination of the EIF framework and the PMRG project team's proven approach to implementing Microsoft Project 2007 and 2010 enterprise solutions.

Our implementation methodology follows phases similar to Project Management Institute's 5 process groups. Our solution process supports industry standard project management principles and practices. If necessary, we can customize our methodology to more closely align with the customer's project management policies and procedures. We configure the enterprise tools to support and enforce the customer's methodology and business processes. We create and implement enterprise project templates to reflect the customer's project workflow. And we customize our training materials to the customer's implementation. We provide training in the customer's environment so that we can step through an actual project lifecycle. In this way, the customer's administrators and project managers can become familiar with the tools, custom methodology, custom templates, and custom business rules simultaneously.

We also use Microsoft Project Server 2010 internally to maintain our project schedules, resource workload and to analyze our portfolio performance. Our Project Server actually runs our business - it provides the aggregated timesheets which are attached to our customer invoices and the individual timesheets used to pay our resources. We also use SharePoint Server 2010 to share project-related issues, deliverables, lessons learned surveys, etc. During our customer EPM implementations, we use this platform to communicate project status and collaborate on tasks, issues and risks with customer stakeholders so they gain immediate experience using the solution we are also implementing for them!

Ultimately, our success is related to our customers' success. So it is in our best interest to make every project successful! Besides, we enjoy helping our customers achieve enterprise project management nirvana!

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Sales Contact

Please e-mail or call for more information:
Tracy Jacob, 404.247.6968, tjacob@pmresourcegroup.com

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We also provide assistance in the areas of project management and PMO implementation.
Please see the Services page for more information about these services.

 



Helping organizations achieve business objectives through improved project management.

 
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