name: jan kalis title: senior technical product management company: microsoft (project) name: ben...
TRANSCRIPT
Integrating Application Lifecycle Management & Project Portfolio
ManagementName: Jan KalisTitle: Senior Technical Product Management Company: Microsoft (Project)
Name: Ben ChamberlainTitle: Senior Product ManagerCompany: Microsoft (Project)Session Code: OFC03-INT
Agenda
OverviewALM Solution DemonstrationTechnical OverviewQuestions & Answers
New EPM SolutionsGain Additional Value From The Microsoft Platform
Innovation Process Management (IPM)
Project Portfolio Management (PPM)
Application Life-Cycle Management (ALM)Capital Planning &
Investment Control
www.epmconnect.com
Application Lifecycle Management (ALM)Entire Lifecycle: From Cradle to Grave
Initiate Define Select Plan Manage Deploy Run Sunset
Evaluate
Execution & Delivery Operations
AnalyzePortfolio
Finalize LifecycleDecisions
Business Strategy
Enterprise Architecture
Investment Submission & Selection
End of Life
“The project management problem in most IT organizations is one of connecting two worlds. Project Managers are interested in metrics, dollars and time. Developers are interested in frameworks, components and tools. How do we connect these two worlds? How do we make the connection less manual, and more automatic for the profit of the whole firm?
Kumar Vadaparty, Director, Global Wealth Management, Merrill Lynch
Speaking at the Microsoft Project Conference, October 2007
”
Related But Separate DisciplinesA Common Business Challenge
Application Development & Deployment
Connecting Two Disparate WorldsRelated But Separate Disciplines
Business Value Identified
Business Value
Delivered
TOOLS
PROCESS
PEOPLE
Project Portfolio Management (PPM)
Governance
PEOPLE
Strategic Alignment, Cost Reduction, Operational
Efficiency & Business Performance
Requirements & Estimates, Development Best Practices and Team Collaboration
Executive
Enterprise Demand, Governance &
Portfolio Performance
Resource Manager
Development & Test Lead
High Quality & Stable Features, Right Productivity Tools to Minimize Administrative Overhead
Developer & Tester
Resource Utilization & Headcount & Training
Requirements
PROCESS
EPM VSTSTOOLS
EPM: Enterprise Project Management; VSTS: Visual Studio Team System
People: Business Needs & ChallengesWhat Motivates The Different Roles?
Project Manager
Director of PMO
Team Collaboration, Schedule, Budget, Status & Performance
SharePoint
PlanProject Mgmt Office
Review
Submit
Project
Request
Execute Deploy Checkpoint
Plan Checkpoint
PlanSelect Checkpoint
DefineInitiateCheckpoint
Initiate
Request Approv
edBuild
Business Case
Information
Alignment
Cost & Benefit
RiskPortfolio
Analysis & Selection
Project Approved
Review Business
Case
Build Project Team &
Schedule
Define Functional
Requirements
Project Mgmt Office
Review
Portfolio Analysis & Selection
Project Approved
Review Business
Case
Completed
DevelopmentMilestones
Code
Test
Stabilization
Status Reporting
Approved
Move to Production
Update Application Inventory
Finalize Development & Test Estimates
Baseline Project Plan
Update Business
Case
Process: Governance LifecycleFrom Invesment Submission through to Deployment
UAT
Tools: Select the Right TechnologyEnsure Teams Remain Seamlessly Connected
Execute Deploy Checkpoint
Plan Checkpoint
PlanSelect Checkpoint
DefineInitiateCheckpoint
Initiate
Application Lifecycle Management (ALM)Connecting the Worlds of Project & Portfolio Management and Application Development
Demonstration
Execute Deploy Checkpoint
Plan Checkpoint
PlanSelect Checkpoint
DefineInitiateCheckpoint
Initiate
ALM Demonstration OverviewMeet the Actors
Chris AshtonBusiness Dev
Manager Patrick HinesPMO Director
Patrick HinesPMO Director
Chris AshtonBusiness Dev
Manager
David JonesProject
Manager
Alan SteinerBusiness Analyst
Jon MorrisDevelopment
Lead
David JonesProject
Manager
Larry ZhangDeveloper
Jon MorrisDevelopment
Lead
Contoso Executive
Team
Contoso Executive
Team
Patrick HinesPMO Director
Contoso Executive
Team
Key Components of the solution
Office SharePoint Server“presentation”
“storage – lists, documents, forms”“workflow”
“search”
Office Project Portfolio Server
“select the right ideas”
Office Project Server“execute the project the right
way”
Visual Studio Team System
“engineering tools”
Office Excel Web Services
“present the data”
Customizations – code, visuals“WebParts”, “capture form”, “the glue”
Office Forms Server
“capture the data”
Execute
Plan Checkpoi
nt
Plan
Select Checkpoi
nt
Define
InitiateCheckpoi
nt
InfoPath Project Initiation Form
Custom Code
Forms Library –
“Projects”
TaskLibrary –
“MyApproval”
ALM – Initiate Phase
Custom WebPart renders project list by phases on Projects Home
page
Execute
Plan Checkpoi
nt
Plan
Select Checkpoi
nt
Define
Initiate
InfoPath Initiation Form – with approval section displayed
Custom Code
Forms Library –
“Projects”
TaskLibrary –
“MyApproval”
ALM - Initiate CheckpointSend notification e-mail
Project Server stores get updated
SharePoint data stores
Project Server (called via PSI)• Project Proposal Creation• Project Proposal Publish• Project Workspace Creation
Execute
Plan Checkpoi
nt
Plan
Select Checkpoi
nt
InitiateCheckpoi
nt
Initiate
ALM - DefineInfoPath Business Case Form
Custom Code
Library – “Forms” in the Project Workspace
TaskLibrary –
“MyApproval”
Updates the Word “Business Case Document” (uses PIA and the Word object model – not ideal for server solutions )
Updates the Excel “Comparison Matrix” (by
opening the XLXS package)
Project SharePoint Workspace WebParts get the latest data
Forms Library –
“Projects”
Execute
Plan Checkpoi
nt
Plan
Define
InitiateCheckpoi
nt
Initiate
ALM – Select Checkpoint
InfoPath Select Checkpoint Form with two stage approval
Custom Code
Library “Forms” in the Project Workspace
Custom Code
Portfolio Server (called via PPSI)• Project created in PPS• Project updated based on values previously captured in the “Forms/BusinesCase.xml”
Create task in “MyApproval” list
CustomPPS
Connector
Project Server (called via PSI)• Full Project from template created and re-linked to existing workspace • Old project proposal deleted
Team Foundation Server• Project with the same name created in TFS
Create task in “MyApproval” list
Change workflow stage to Plan
Change workflow stage to Select
Execute
Plan Checkpoi
nt
Define
InitiateCheckpoi
nt
Initiate
ALM – Plan
Select Checkpoi
nt
Determine resource allocation using Project
Server reports
Detailed project plan in Project Professional – includes schedule planning and selecting
concrete resources
Tasks from Project Server are automatically linked to the
corresponding Work Items in the VSTS
Work Item estimates and detailed tasks are created in the VSTS toolset
(this demo includes Office Excel)
Extended Project Server to Visual Studio Team System Connector
Work Estimates are rolled-up to the original Summary tasks
and approved by Project Manager.
Further work on the plan in Project Professional – occurs.
VS Team System - Familiar productivity tools for engineering
Execute
Plan Checkpoi
nt
Plan
Select Checkpoi
nt
Define
InitiateCheckpoi
nt
Initiate
TFS connector detailsBased on “Project Server 2007 VSTS Connector”
Available on CodePlex http://www.codeplex.com/pstfsconnector
With the following enhancements - TFS Project created and linked to the PS Project automatically (via code)Individual tasks in project plan are marked for sync with TFS on task level not assignment levelNew work items from TFS do not create new assignments in Project Server, but are rolled-up to summary levelSync’ing Task attachment links to corresponding Work Items in TFS
Want To Learn More?Where Can I Find More Info on the ALM Solution?
BDM Presentation
Silverlight Demo Image
Virtual PC Demo Image
PS PSPresenter’s Script
EPM Connect Hosted Tour
Product Overview• Visual Studio Team System 2008 (http://www.microsoft.com/visualstudio)• Microsoft EPM Solution (http://office.microsoft.com/en-us/epmsolution)
Code Samples• CodePlex (Project Server -> TFS Connector)(www.codeplex.com) • MSDN Code Gallery (Portfolio Server WebService) (http://code.msdn.microsoft.com)
Solution Content• Bill of Materials & Demoswww.epmconnect.com)
Code Samples
New EPM SolutionsGain Additional Value From The Microsoft Platform
Innovation Process Management (IPM)
Project Portfolio Management (PPM)
Application Life-Cycle Management (ALM)Capital Planning &
Investment Control
www.epmconnect.com
Microsoft Project Conference 2009: Exclusive partner and customer opportunities to learn about the next release75+ in-depth breakout sessions for both technical and business audiences Hands-on labs and product demonstrationsThought provoking keynotes and engaging special eventsConnect with peers, industry practitioners, certified partners and the Microsoft Project team to share experiencesEarn valued certifications – enjoy reduced fees with conference registrationEarn PMI PDUsOne of the largest and greenest facilities with full amenities, including complimentary internet
Learn how Project is helping customers today to save money, enhance
efficiency and drive growth, as well as obtain unique insights into how
the next release will continue to support your business tomorrow.
www.msprojectconference.com
Related EPM Sessions
OFC407 - Microsoft Office Project Server 2007 Performance Testing and Capacity Planning
OFC306 - How to Configure an Innovation Process Management Solution Using Microsoft Office SharePoint Server 2007 and Enterprise Project Management 2007
OFC03-INT - Integrating Application Lifecycle Management and Project Portfolio Management
OFC319 - Capacity Planning Testing for Microsoft Office SharePoint Server 2007
© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Q&A
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Resources for Developers
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Resources
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS,
IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.