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Assessment & Planning

Overview

EPMS Assessment services apply a rigorous process to ensure that the core design decisions required are covered effectively and on schedule. At the conclusion of the service you can be certain that all the decisions will have been covered and you will be ready to address the risks that were raised and proceed with implementation. This service covers the following main areas:

  • Requirements: We will begin with a review of your business requirements and the vision and scope of the project. Framing the vision and scope early focuses the project creating more valuable results with less risk.

  • Existing Environment: Next our consulting team will capture key data points about your existing environment so that the design accommodates your needs. Our team will review your current project processes and technologies, evaluate your infrastructure readiness for this solution, and review your corporate directory information.

  • Enterprise Reporting & Analysis: Determining role requirements for projects, building reporting frameworks and processes, customizing fields in reports, and analyzing resources and projects will ensure you use resources appropriately.

  • Resource Management: Next you’ll learn how to take advantage of resource skill tracking, individual and corporate calendars and how to map resource needs to project requirements.

  • Security: In this module, you’ll learn how to define and document your organization’s security profile, and develop authentication and administration processes.

  • Managing Projects: Our consultants will present templates used for enterprise projects, discuss how to manage the project life cycle and how to manage and track the details of tasks and projects overall.

  • Collaboration and Status Reports: Building a strong collaborative team is dependent on clear communications and roles. In this section, you’ll

  • learn methods to document progress and share information that will help keep the team and stakeholders fully informed.

  • Architecture: You’ll examine requirements to successfully manage project management systems architecture.

  • Operations: In this section you’ll learn how to administer your systems and develop requirements for deployment scenarios.

Risk Assessment

Risk assessment is a central element of a EPMS QuickStart service and is incorporated into all activities. The final report you receive will highlight issues that may be a risk to your environment. Early identification of these risks is vital so that they can be addressed quickly before they jeopardize your ability to complete your deployment project on time and on budget.

Deliverable

A key benefit from a EPMS QuickStart service is the interactive design sessions where your team learns how to apply EPMS best practices to your environment.  Understanding how the decisions were made is critical to your ability to implement the recommendations.  You will receive a detailed written report including the information gathered, decisions made, and a summary of the next steps needed to successfully deploy Enterprise Project Management.

Week 1                              Week 2

Kickoff

Existing Environment

Enterprise Reporting & Analysis

Resource Management

♦Interview Midpoint

Managing Projects

Collaboration & Status Reports

Architecture

Operations

Extending Project Server

Closeout♦

Outline of Topics Covered

Existing Environment

  • Assessing current infrastructure readiness, corporate and project management processes and technologies

Enterprise Reporting & Analysis

  • Role information requirements

  • Enterprise reporting

  • Custom fields and reports

  • Enterprise outline codes

  • Analyzing resources and projects

Resource Management

  • The Enterprise resource pool

  • Defining corporate calendars

  • Resource outline codes

  • Skill hierarchy

  • Resource breakdown structure

Security

  • Determining the organization security profile

  • Identifying organization boundaries

  • Developing the security module

  • Choosing an authentication method

  • Choosing an administration mode

Managing Projects

  • Enterprise templates

  • Project life cycle

  • Managing Project information

  • Managing tasks and tracking projects

Collaboration and Status Reports

  • Team collaboration and status reporting

  • Architecture

  • Infrastructure requirements

  • Server configuration

  • Fault tolerance and high availability

  • Extending Project Server to the Extranet

Operations

  • Assessing integration and administration requirements

  • Deployment scenarios Designing pilots Disaster recovery

For more information, or to get a custom Quote, please contact EPM Solutions at Sales Inquires. Or call us at 888 822 8246 to talk to a sales representative.

 
 
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