This presentation is a New Business Development Proposal targeted to Microsoft Gold Partners considering adding the Project Portfolio Management competency to their consulting services. Full video can also be viewed at: https://www.youtube.com/watch?v=uLIVzqI5d2Q Presentation Agenda - PPM Background - How Microsoft PPM Works - Market Analysis - Value Added to Other Services - PPM Competition - What I Can Do For You - Professional Bio - Contact Information

1. Adding Project Portfolio Management
to your Consulting Company’s Services
Presented by:
Rolly Perreaux, PMP, MCSE, MCT

2. PPM Background
How Microsoft PPM Works
Market Analysis
Value Added to Other Services
Competition
What I Can Do For You
Professional Bio
Contact Information

3. Project Portfolio Management (PPM) is the continuous
process of identifying, selecting and managing a
portfolio of projects in alignment with key performance
metrics and strategic business objectives.

4. Executives
Executives and Portfolio Managers. Responsible for
setting strategies and directing the organization to meet
its objectives.
Managers
Project Management Office (PMO), Resource
Managers and Project Managers. Responsible for the
planning and execution of projects/programs.
Project Teams
People assigned to a project to perform tasks and
produce deliverables.

5. 37%
30%
Info-Tech Research Group - Mid-Market PPM Report (2014)
3%
13%
17%
Excel Spreadsheet
Internal Solution (Access,
SharePoint, etc.)
On-Premises PPM Solution
SaaS-Based PPM Solution
Do Not Manage Projects
84% Do Not Use
a PPM Solution

6. Microsoft Project Server
On-Premises Solution
Deployed with SharePoint
Server Enterprise edition
Project Online
Cloud (SaaS) Solution
Delivered through Office 365
Requires SharePoint Online
Both offer the same features:
http://office.microsoft.com/en-ca/project/compare-microsoft-project-offerings-ms-project-FX103797367.aspx

7. Insight, Visibility and Control
PPM System
Insight Visibility
Projects &
Portfolios
Clear view of tasks,
deliverables and
issues
Easily update tasks
Executives Team Members
Proactively manage scope, risk,
quality, cost and schedules
Reduce effort in getting updates
from team members, keeping
executives in the loop
Track the entire
project lifecycle
Organizational
visibility
Programs
Control
Project
Managers

8. Track, Automate and Accelerate
Resource Repository
Track Automate
People &
Time
Allocate resources
quickly based on
skills and
availability
Centralized data
facilitates cross project
analysis of schedules,
resources and finances
Track costs and
budget to better
understand finances
Understand
resource
constraints
and limitations
affecting
project
success
Finance Materials
Accelerate
Resource
Managers
Project
Managers
Executives

9. Identify, Select and Manage
Project Repository
Capture demand
for new projects
in a
customized
workflow
and business
case Analysis &
Identify Select
Reporting
Align
selected
portfolios
with
business
strategies
Prioritize
competing
investments
Selection
Dashboarding
Manage
Determine optimal portfolio under
budget and business constraints
Measure and track portfolio
performance once investments are
identified

10. Store, Share and Track
Central Repository
Manage project
documents
with metadata,
workflow,
check-in /
check-out and
document
versioning Information Project
Store Share
People
Share documents,
synchronize
calendars, stay up
to date with team
events
and
assigned
tasks
Track
Collaborate via project sites and
access project information through
either the Cloud or On-Premises

11. “The IT PPM software application
space offers mature products for
today's internal IT departments.
Demand for IT PPM applications
has not wavered in more than 13
years, but, rather, increased
exponentially over the past 10
years…”
IDC MarketScope Report
(May 2014)
“…Estimates that the global market
for project portfolio management
software in the oil and gas industry
for 2012 is $320.1 million with a
CAGR of 3% between 2010 and
2015.”
IDC Energy Insights
(Oct 2012)

12. IDC worldwide project and
portfolio management
(PPM) market – growth of
5.4% to $3.6 billion in 2012
IDC’s 5 year forecast period
of CAGR of 7.7% to reach
$5.3 billion by 2017
Forrester Research places
Microsoft as a PPM Leader

13. “Global oil and gas industry capital
expenditures increased 14% in 2011
and are expected to increase an
additional 13% in 2012 to a total of
$1.026 trillion”
“PPM IT…share is only around 1%
of total IT spending. However, its
potential impact on business
performance is substantial”
* Microsoft expected to grow faster than overall market growth (+)
IDC Energy Insights
(Oct 2012)

15. Opportunity:
Additional business/revenue can be generated from:
Integration of ALM with Project Server
Dev’s have their tool (Team Foundation Server)
Exec’s have their tool (Project Server)
Custom connectors to 3rd Party
LOB Applications
Mobile Device Application
for Project Server

16. Opportunity:
Additional business/revenue can be generated from:
Integration of SharePoint Server (SP)
Custom Project Sites, Risks, Issues, Deliverables and
Workflows
Custom BCS Development
Excel Services
PerformancePoint
Natural progression for SP
clients to deploy Project
Server
NOTE: SharePoint Server Enterprise is the
foundation software for Project Server

17. Opportunity
Additional business/revenue can be generated from:
Custom CRM Workflows to Automate Project
Server processes. For example:
If opportunity reaches 80% a
project is created in Project Server.
CRM Marketing Campaigns are
imported in Project Server,
then leveraged against the
Portfolio Analysis to choose
which initiatives best align
with objectives and strategies.

18. Opportunity
Additional business/revenue can be generated from:
Customizing the Project Server BI Center
SQL Server Reporting Services
Excel Services
PerformancePoint
Power Pivot
Custom Dashboards

19. Opportunity
Additional business/revenue can be generated from:
Integration of Dynamics AX with Project Server
Automatically derive financial cost and revenue
estimates in Microsoft Dynamics AX
Deployment of Synchronization
Service
Integration of SAP
Reporting and Managing
Project Actuals, Resource
Capacity and Demand
“IDC has seen increased alignment of PPM with ERP…”
IDC (2013)

20. Opportunity
Additional business/revenue can be generated from:
Inclusion of Project Server
Self-service on-premises solutions
Hosted services solutions
Cloud services solutions
Managed services solutions

21. Opportunity
Additional business/revenue can be generated from:
Application Managed Services (AMS)
Add Project Web App to your services
Infrastructure Managed Services (IMS)
Project Server Private Cloud
Managed Services
Integrate IMS of Project Server
with the IMS of the Unified
Communications and
Collaboration (UCC) solution

22. Oracle
Primavera, Instantis, Fusion, JD Edwards and
PeopleSoft
CA Technologies
Clarity PPM
HP
PPM Center
Planview
Planview Enterprise, Projectplace

23. Total Software Revenue Worldwide, 2012 (Millions of Dollars)
Company
2012
Revenue
2012 Market
Share (%)
2011 Revenue
2011-2012
Growth (%)
Oracle 1 381.2 23.0 345.6 10.0
Microsoft 252.3 15.0 229.6 10.0
CA Technologies 157.5 10.0 147.7 7.0
Planview 90.4 6.0 84.9 7.0
HP 73.4 4.0 64.4 14.0
Others 696.2 42.0 613.7 52.0
Total 1,651.0 100.0 1,485.9 100.0
Source: Gartner (May 2013)
1 In 2012 Oracle acquired PPM software vendors: Instantis and Skire.

24. US Market
Advisicon Inc.
Avanade Inc.
BeMo
Campana & Schott
CSG
EPMA
EPM Solutions
Geocent, LLC
MS Project Now!
MSProjectExperts
Milestone Consulting
Group, Inc.
Netwin Solutions, Inc.
PCU3ED
Project Hosts Inc.
Project Made Easy, Inc.
QuantumPM, Inc.
Sensei Project Solutions
Technology Associates
TPG The Project Group
WINCERE Inc.
UMT
UMT360

25. Canadian Market
Avanade Inc.
Agora Consulting Partners Inc.
Arbutus Solutions
Western Principles

26. Provide Pre-Sales Support to Business
Development / Sales & Marketing Groups
Architect and Deploy Complete PPM and
Business Solutions, Right Away
Must be able to initially “Do it All”
Expand by creating/training PPM
Deployment Readiness Team by the
End of Year 1

27. Develop your PPM Practice
Work within your firm’s current consulting
framework
Train your teams on all aspects of Microsoft
PPM Solutions
Assist your business development team in
securing new PPM business
Work with your other service practices to
leverage additional business/revenue through
cross-market selling

28. Over 28 Years Hands-On Experience
Last 19 Years as an Independent Contractor
Executive and Managerial Experience in:
Information Technology (28 years)
Project Management (11 years)
Finance & Administration (8 years)
Manufacturing & Production (3 years)

29. Project Management Institute
Project Management Professional (PMP 2005)
Red River College
Business Administration Marketing &
Accounting (double major)
University of Manitoba
Certified Management Accountant, 4th Level
(CMA)

30. Microsoft Certified Systems Engineer (MCSE)
• Since 1996
Microsoft Certified Trainer (MCT) • Since 1996
Microsoft Certified IT Professional (MCITP) •
Microsoft Project Server 2010 / 2007
Microsoft Certified Technology Specialist
(MCTS) • Microsoft SharePoint Server 2010 /
2007 • Windows SharePoint Services 3.0

31. Compaq ASE
IBM PSE
CheckPoint CSA
CompTIA Network+

32. Deploying and Managing
Microsoft Project Server 2013
• MVP-Press Inc.
Managing Projects using
Microsoft Project 2013
Desktop • MVP-Press Inc.
Planning, Deploying and
Managing Microsoft Project
Server 2010 • MVP-Press Inc.
Managing Projects using
Microsoft Project 2010
Desktop • MVP-Press Inc.
Planning, Deploying and
Managing Microsoft Project
Server 2007 • MVP-Press Inc.
Knowledge Management End
User Course (SharePoint) •
US Army Europe
2732: Planning, Implementing
and Managing an Enterprise
Project Management Solution
• Microsoft
2395: Designing, Deploying
and Managing a Network
Solution for Small and
Medium-sized Businesses •
Microsoft
Windows 2000 Automated
Deployment • Ted Malone,
Rolly Perreaux and Mike
Young • John Wiley & Sons

33. European Office 365
Connection 2014 • Haarlem,
Netherlands
Microsoft TechEd 2013 North
America • New Orleans, LA
SharePoint Summit 2013 •
Toronto, Canada
SharePoint Evolutions
Conference 2013 • London,
UK
Microsoft Denmark Project
Summit • Copenhagen,
Denmark
MCT Summit North America
2012 • Redmond, WA
Microsoft Project Conference
2012 • Phoenix, AZ
Microsoft TechEd 2011 North
America • Atlanta, GA
European SharePoint Best
Practices Conference 2011 •
London, UK
New Zealand SharePoint
Conference 2011 • Wellington,
New Zealand
Australia SharePoint
Conference 2011 • Sydney,
Australia
Microsoft TechEd 2010 North
America • New Orleans, LA

34. rolly.perreaux@pmologistics.com
http://linkedin.com/in/RollyPerreaux