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EPM Business Strategy Workshop

We recommend starting each new Enterprise Project Management (EPM) deployment with a business strategy workshop.  We spend an entire day with your project team gathering requirements and, in many cases, helping teams realize new areas to maximize efficiencies.

This workshop will consist of envisioning, requirements gathering, project and solution scoping and business process assessment to support the implementation of an EPM environment.  This execution will enable your team to effectively scope the effort, timeline and expected benefits for the development, stabilization, training and support phases of an EPM deployment. 

As a result of the EPM Business Strategy Workshop, you will receive an EPM Value Brief that will include the following:

  1. EPM Deployment Roadmap
  2. Total Cost of Ownership Evaluation
  3. Implementation Stages with Critical Deployment Milestones
  4. Customer and Partner Resource Requirements
  5. High-level EPM System Architecture

 

Envisioning

The envisioning portion of the workshop addresses one of the most fundamental requirements for project success—unification of the project team behind a common vision. The team must have a clear vision of what it wants to accomplish. Envisioning, by creating a high-level view of the project’s goals and constraints, will serve as an early form of planning; it sets the stage for the more formal planning process that will immediately follow.

Requirements Gathering

The requirements gathering portion of the workshop clarifies the business vision for the resulting system and defines the business goals and objectives to ensure that the resulting EPM solution effectively addresses the business’ needs.  To accomplish this, your EPM Solutions Specialist will capture all requirements needed to design the EPM Solution that best aligns with your organization’s vision, business needs and culture.  Topics addressed in the definition workshop include but may not be limited to:

Demand Management

  1. Proposal Management
  2. Work Request
  3. Idea Management

 

Portfolio Management

  1. Work Prioritization
  2. Workload & Capacity Planning
  3. What-If Modeling
  4. Portfolio Optimization & Analysis

 

Project Management

  1. Schedule Management
  2. Resource Management
  3. Task Status Tracking
  4. Budget & Cost Tracking (Earned Value)

 

Collaboration

  1. Issue & Risk Management
  2. Document Management
  3. Change Management
  4. Project Communication, Collaboration and Workflow

 

Operational Management

  1. Activity Planning
  2. Resource Utilization
  3. Performance Measures
  4. Reporting & Analysis

 

Expected Benefits

  1. Define an EPM Solution Business Case
  2. Deploy a Successful Microsoft EPM Implementation and Maturity Roadmap
  3. Build an EPM Value Brief Aligned with your Organizational Needs
  4. Understand the Total Cost of Ownership
  5. Minimize Deployment Risks and Avoid Unnecessary Costs
  6. Maximize your ROI by Leveraging Best Practices