Microsoft PSA: Service Automation in Action
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The document provides an overview of a live demo presented by Darrin Lange of Advaiya and Scott Daley of Microsoft on Project Service Automation. The demo highlights how Project Service Automation can benefit organizations by providing an end-to-end solution for project sales, resourcing, delivery and billing. The demo then shows Advaiya's agile 6-week approach to implementing Project Service Automation for a client and addresses questions at the end.
Microsoft PSA: Service Automation in Action
- 1. Live Demo: Microsoft PSA: Service Automation in Action Darrin Lange, Director of Operations, Advaiya Inc. September 07, 2016 Scott Daley, Director, EPM Microsoft
- 2. About the Speaker Darrin Lange, PMP Director of Operations at Advaiya Solutions, Inc. Two decades of diverse project management experience in the Information Technology industry Scott Daley Director - EPM, Microsoft Leads the Microsoft Project Service Automation sales effort in the Western US and Latin America
- 3. Agenda • Intro to Project Service Automation (PSA) • How it benefits you • Demo
- 4. Transformative service with Project Service Project Service is an end-to-end solution that extends Microsoft Dynamics CRM to provide a single system of customer engagement for project sales, resourcing, delivery and billing. Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses
- 5. What’s top of mind for project service leaders Deepen engagement Empower professionals Optimize growth
- 6. Value along the entire customer journey Engage Deliver Manage Customer Journey Customer Employees Organization
- 7. A core part of our Microsoft service experience COO / Practice Director Account Manager Resource Manager Project Manager Team Member End Customers Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Mobile Cloud Global ...
- 9. EPM services and activities Portfolio, Program, and Project Governance and Management EPM Lifecycle Workshop for gathering and analyzing business requirements for EPM Solution Business Strategy Workshops Project Management Maturity Assessment EPM Feasibility Study ROI and TCO Study Create EPM Environment Integrate, automate and connect EPM solution with other LOB (line of business) applications Archive, Backup and Restore Solution Implementation Custom Enhancements, reporting and dashboards Custom SharePoint and Project Server Development UAT, Testing and Piloting with real customer scenario Training for executives, project managers, users and administrators Support Services EPM Architecture Design Capacity management Workload identification EPM Usage Scenario User Profiles and Security Model Application Security Project Management Best Practices Development & Deployment Solution Discovery Projectize Deploy Train and Support ServicesActivities Project Process and Workflow study Business Drivers 3P Analysis Map technology capabilities Identify component POCs needed Conduct PoCs Solution Charter Earned Value Management and Reporting Global resource pool Enterprise custom fields for projects, resources and tasks Project Workspace configuration and customization Custom project center views Enterprise Application Integration Custom Components Enterprise Project Dashboards Departmental Dashboards On-site support Training Webcasts/online training Content development Online support
- 10. Implementation Implementation of integrated Microsoft EPM 2010 and ALM (TFS) solution at leading IT/ITES organization Microsoft Project Server 2013 and SharePoint Server 2013 deployments Project Portfolio Management deployment for Chief Executive Office Adoption, Training and support Developed and delivered 400 level technical and architectural training to a telco Conducted a partner training on architecture, deployment, integration and customization of EPM Solution Enterprise Project Management (EPM) Demo for technical decision makers. Integration and Customization Innovation Process Management Solution Geographic Information System (GIS) Integration into Project Professional Custom reports and dashboards at multiple governance levels Integrated solution for data synchronization with LOB applications such as PeopleSoft and SalesForce at an ITES company Strategy and Consulting Industry specific PPM approach development for Microsoft Corp. Executive business priority identification sessions EPM assessment done for a large bank to evaluate the current maturity and presented the EPM solution roadmap Relevant Advaiya Experience
- 11. Our agile approach in six weeks Prep Next Jumpstart Offering Develop Week 1 Week 4 • Determine project scope • Facilitate Kick-off Workshop • Walk through Out-of-the-box solution • Explore key pain points goals • Analyze up to four (4) project service workloads • Conduct fit-gap analysis • Create functional requirements document (FRD) • Provision trial Project Service Automation environment • Prioritize requirements and use cases • Prepare Solution Design Document (SDD) • Configure core entities • Provide data map templates • Configure workflows • Configure user security roles • Configure standard features – Dashboards, Project Templates, etc. • Test solution • Prepare deployment plan • Demo live solution to BDM • Provide overview of solution via “train- the-trainer” session Planning
- 12. Select clientele
- 13. Demo
- 14. Questions ?
- 15. Follow Us, Today! For more details, please e-mail to: Darrin Lange: Darrin.Lange@advaiya.com Scott Daley: sdaley@microsoft.com
- 16. Thank you!