PPM Challenge #2: Project Communications and Reporting – 2012 PPM Challenge and Opportunity Webcast Series
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This document discusses project communications and reporting challenges and opportunities in PPM. It outlines tools for keeping project teams informed through notifications, announcements, discussions, publishing plans and schedules. It also discusses performance reporting tools like metrics, dashboards, status reports, and leveraging common tools like Excel. Finally, it covers issue/risk reporting and change management reporting capabilities.
PPM Challenge #2: Project Communications and Reporting – 2012 PPM Challenge and Opportunity Webcast Series
- 1. PPM Challenge #2 Project Communications and Reporting 2012 PPM Challenge and Opportunity Webcast Series
- 2. PPM Challenge & Opportunity Series Challenge #1 – Prioritizing Demand Challenge #2 – Project Communications and Reporting Challenge #3 – Providing Value to All Levels Challenge #4 – Improving PPM Maturity
- 3. Recap – Prioritizing Demand Demand Management – Centralized demand capture – Demand visibility – Standardized templates and forms – Workflow and stage gating – Project scoring, alignment and prioritization Portfolio Management – Portfolio evaluation and selection – Metrics to consider – Portfolio analysis tools
- 4. Recap – Prioritizing Demand Resource Management – Capacity planning – Capacity vs. demand – Roles vs. named resources Financial Management – Detailed budgets – Financial visibility – Portfolio costs What-if Modeling – Cost and resource constraints – Project sequencing – Optimizing and selecting the right work
- 5. PPM Challenges Challenges: – Meeting stakeholder expectations • A challenge for most organizations – Providing current status of work – Prevent team members from making assumptions • Rework due to lack of project awareness – Keeping teams informed • Provide a healthy project environment • Reduce risk • Project planning and scheduling tool limitations
- 6. PPM Opportunities Opportunities: – Improve and automate project communication – Streamline and automate reporting – Build collective project intelligence – Promote and enable collaboration – Increase project productivity – Ability to react to changes, issues and problems
- 7. The PPM/EPM Capabilities PPM Strategic Project Management EPM Tactical Project Management
- 8. Project Communication Tools Keeping Teams Informed Share knowledge and better collaborate with your work teams to increase productivity and efficiency through various modes of communication. Connect to other business productivity applications to streamline conversations and drive efficiencies.
- 9. Alerts and Notifications Set up individual or team alerts and notifications Keep everyone automatically informed of project updates and changes Reminders when actions are due Active and Passive Alerts
- 10. Email Notification – Tasks Assigned
- 11. Email Notification – Tasks Overdue
- 12. Email Notification – Workflow Approval
- 13. Email Notification – Issues
- 14. Email Notification – Project Updates
- 15. Email Notification – Changes
- 16. Email Notification – Stage Gating
- 17. Email Notification – Reassignments
- 18. Email Notification – Daily Recap
- 19. Powerful and Flexible Notifications
- 20. Post Announcements Create announcements to share information with your team Keep them informed on the latest news, project updates and important changes Keep Teams Informed
- 21. Announcements
- 22. Discussion Boards Project Discussion boards are included in project workspaces Share information and discuss project topics with your team for real-time project collaboration Create Project Discussion Boards
- 23. Publish Plans and Schedules Via EPM Live’s web- based Project Planner Bi-directional integration with MS- Project via our Project Publisher Project workspace templates designed to support waterfall process and methodology. Web-based visibility of plans and schedules
- 24. Online Schedules
- 25. Comments Post a comment on any item in the system to centralize discussions and communicate effectively Share Comments on Any Item
- 27. Reminders Reminders work items, process steps, and other actionable elements Passive Alerts and Reminders
- 28. Project Wikis Create project wikis as a convenient way to collaborate on project information Wiki pages can be created and structured to collaborate on project items such as artifacts, updated status, meeting notes and discussions Wikis are easy to use and can be edited directly via your web browser Create Project Wikis
- 29. RSS Feeds Get critical project information automatically through RSS feeds to keep track of the latest news and blogs Subscribe to RSS Feeds
- 30. Performance Reporting Keeping Management Informed Leverage pre-configured reports and dashboards to gain insight into real-time project status. View project charts and graphs for visual presentation of project performance. Use familiar tools like Excel and Access to export data to create simple customized project reports.
- 31. Project Workspace Metrics Project health metrics Formula-driven graphical indicators What is overdue Latest activity in the project Visible, Graphical Status and Health
- 32. Portfolio Visibility of Health/Status Flexible portfolio- level view KPIs that look at multiple dimensions Drilldown into problem areas Current Health of Entire Portfolio
- 33. Automated Status Reports On-demand status reports View online or export to common formats Eliminate manual report production SSRS or other reporting tools of your choice Rich reporting database Push-button Reports
- 34. Narrative/Subjective Status Reports Online status reports Content in a database instead of documents and emails Leverage content in automated reports and dashboards Online Status Reporting
- 35. Dashboards Charts and Graphs Flexible page layouts Combine with objective data to support charts Drilldown into detail as needed Charts Combined with Objective Data
- 36. Common Tools Like Excel and Access Surface project management details and deliver rich pivoting and charting in Microsoft Excel Connect to Microsoft Access to create your own reporting database and enable powerful reporting options Custom Reporting with Familiar Tools
- 37. Issue and Risk Reporting Awareness of Obstacles
- 38. Issues Issues maintained for each project Easily view rollups of all issues centrally Easily View Issues Across All
- 39. Risks Risks maintained for each project Easily view rollups of all risks centrally Easily View Risks Across All
- 40. Reporting on All Items Standard reports for all elements in the system View on demand Library of Standard Reports
- 41. Graphical Issue and Risk Status Visually display issue and risk information across all projects with built-in dashboards and charts Tailor and customize your own reports for metrics vital to your business Dashboards
- 42. Change Management Provide visibility and control
- 43. Change Requests Capture all change requests Change approval Status of change items Change Logs
- 44. Workflow and Approval Streamline project and change requests by leveraging workflow for review and automated approvals Request Review Approved Active Automated Approval
- 46. Resource Allocation Create resource views for allocation Interactive what-if views available Availability vs. Allocation
Editor's Notes
- #8: Process, Needs, Discipline PerspectiveStart anywhere in this process