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Driving Successful Outcomes via Modern Delivery Methods & Tools
March 13, 2020
Going from In person sessions to a remote series
• Adapting. Change to our
normal work environment
• Focus. Shorter sessions allow
you to be present. Be here now
• Q&A. Effective learning
depends on your interaction
• Flexibility. Thank you for
adapting to this new delivery
format
• Action. Engage and find current
ways you and your organization
could benefit from the content
March 20th 12 - 2 pm- Workshop 1: The Future of PPM and M365
- Workshop 2: Project for the web and collaboration through Teams
March 27th 12 – 1:30 pm- Workshop 3: Project Intake and Idea Capturing (with
SharePoint forms, Workflow, and Power Apps)- Workshop 4: Project Content Pack and making your Power BI report look professional
April 3rd 12 – 1:30 pm- Workshop 5: Integrating Power Platform to create
compelling online solutions- Workshop 7: Overview of Portfolio Management through Project
Driving Successful Outcomes
via Modern Delivery Methods &
Tools
We guarantee your success
and our results – we are
not done until you are a
satisfied client reference.
We have contributed to
the new release of
Microsoft Project Online
and Project Server for the
past three cycles.
We have performed over 250
PPM implementations and
trained thousands. Our team
has delivered dozens of
Industry presentations
including Microsoft Project
Conferences, Project Summits,
and PMI Conferences.
Microsoft Gold PPM
PartnerGuaranteed Results Project Experts Extensive Experience
PPM Works
Some Recent Experience
Exclusively focused on
Microsoft Project,
SharePoint, Power BI, and
Office 365.
Projects in the New Era
How We Work and we all work differently
Tools for all uses
Seamless
Browser &
Desktops
Calendars
& Schedules
Content
Management
Enterprise
Social &
Messaging
Flexible
Reporting
& Analytics
Integrated solutions for individuals, teams and major programs
Task
Management
Best experience across devices
P ORT F OL I O
M A NA G EM ENT
E N T E R P R I S E
T E A M S
P R OJ EC T
M A NA G EM ENT
F O R M A L
T E A M S
W OR K
M A NA GEM ENT
A D H O C
T E A M S
T A S K
M A NA G EM ENTI N D I V I D U A L S
Microsoft’s Project and Team Productivity Solutions
Only Microsoft supports a holistic model to define, deploy and empower team-based innovation across the enterprise
P O R T F O L I O
M A N A G E M E N T
P R O J E C T
M A N A G E M E N T
W O R K
M A N A G E M E N T
T A S K
M A N A G E M E N T
Build teams, assign tasks, schedule timeline, track
status, share content, collaborate
Manage resource & financial constraints
Plan interdependencies of schedule
Measure progress and apply governance
Report performance data
Filter intake to model demand
Build single view of capacity
Optimize business outcomes
Create tasks, categorize, rank by priority, capture notes
MANAGE WORK
SHARE WORK
COORDINATE
INVESTMENTS
TODO’S
Project Online
Microsoft Teams
Planner
DevOps
Power BI
Project for web
Project PPM
Visio
Key Usage Scenarios for Microsoft PPM
PROJECTCOLLABORATION
Office 365 communications
Document management
Risks and issue management
4PORTFOLIO MANAGEMENT
Portfolio optimization
Out-of-the-box reports
Seamless BI integration
3RESOURCEMANAGEMENT
Power BI Reporting Possibilitiesfrom your Current Resource Management Tool
2PROJECT MANAGEMENT
Project planning
Project tracking
Out-of-the-box reports
1Work Management
The Modern Work Management Suite
Microsoft Teams
Planner
Dynamics 365
Power BI
AzureBoardsProject
Workplace Analytics
VisioMicrosoft Teams:
Your Hub for
Teamwork
Simple & powerful project management for everyone
Project for the web
Project: Work the Way You Want, Get the Results You Need
Intelligent planning
Fresh new experience
Collaboration made easy
AI-powered insights
Innovation platform
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project comparisonProject Plan 1
(for Web)
$10
Project Plan 3 (Project Online
Professional)
$30
Project Plan 5(Project Online
Premium)
$50
Project Online
Essentials
$7
Availability on VL, Web Direct, CSP ● ● ●VL – Lead
status ONLY
Project Server (on-prem) usage rights access ● ● ●
Submit timesheets ● ● ●
Update tasks, issues, and risks ●2 ● ● ●
Share documents and collaborate with live presence1 ● ● ● ●
Task Grid/Board/Timeline ● ● ●
Project scheduling (waterfall and Agile) ● ● ●
Roadmap View only ● ●
Project costing ● ●
Power BI Content Pack3 ● ● ●
Manage project tasks and resources ● ●
Web interface for project management (Project Web App) ● ●
Project Professional Desktop Client Up to 5 PCs Up to 5 PCs
Portfolio selection and optimization ●
Portfolio demand management ●
Enterprise resource management ●
Web only, based on the
Microsoft Power platform
Includes Project Online with
professional functionality &
new Project for the web
Includes Project Online
with premium
functionality & new
Project for the web
Add-on ONLY to
Project Online
Professional or
Premium.
Informal / CertifiedProject
Manager
Team Member
Portfolio Manager
Refer to the Project service description for a detailed feature comparison:
https://docs.microsoft.com/en-us/office365/servicedescriptions/project-online-service-description/project-online-service-description
[1] Presence activated through Microsoft Teams, sold separately
[2] Issues and risks not available yet (GA TBD)
[3] PowerBI license not included
Collaboration and Work Management
Microsoft Teams: Your Hub for Teamwork
Communicate the way you want
Collaborate with integrated apps
Customize and extend
Work with confidence
To-Do: All Your To-dos in One Place
Plan and manage your day
Focus on what’s most important
Never miss a beat
Get more done, together
Planner: Simple Work Management for All
Familiar, collaborative teaming
Fast, visual status
Microsoft 365 platform parity
Simple, organized experience
Streamline Cross-Team Work
With the integration, task owners can track granular
task details in a lightweight tool. Project Managers
retain control over the project's work breakdown
structure and can easily view the detailed work being
done against a task.
This capability may also be used to reduce complexity
of project plans in Project keeping it simple for the
project manager to control a smaller number of tasks
while task owners can further breakdown the tasks in
Planner.
Azure Boards: Plan, Track, and Discuss Work Across Teams
Project insights
Scrum-ready
Connected from idea to release
Workplace Analytics: Workplace Intelligence in Office 365Quantify collaboration behaviors
Run more effective meetings
Improve managerial relationships
Build better relationships
Remember You Can Have Governance, Tools, and Choices
Casual / Citizen Project Manager
Trained Project Managers
Professional Project Managers
Program Managers
Agile Project Managers
Work Use Case Scenarios
53
Power Platform
Project for the web & the Power Platform
The Power of Project for the web
Most platforms today only see some of the work…
Equipmentmaintenance
Accounts
Opportunities
Servicerequests
Supportcase
Shipments
Forecast
Orders
…but work is connected to all processes
Forecast
Equipmentmaintenance
Accounts
Opportunities
Servicerequests
Orders
Supportcase
Shipments
Meetings
Documents
Calendar
Tasks
Message
People
Storage
Relationships
Skills
Talent
Patients
Professional contacts
Job History
Merchandise
Trade promotion
Planograms
Device Data
Microsoft is able to bring them all together…
Office Dynamics 365 Azure
Project for the web PowerApps | Power BI | Power Automate
Azure Boards Applications | Integrations
Teams | Planner | To-Do | Outlook | SharePointMyAnalytics | Workplace Analytics
…in a connected work management platform
Automate tasks
through through your
favorite apps
Build apps in hours,
not months, that easily
connect to data
See company data in new
ways with interactive data
visualization BI tools
A platform that empowers your business
Power Platform: low-code platform
Power BIBusiness analytics
Power AppsApplication development
Power AutomateWorkflow automation
CommonData Service
AI Builder
Dataconnectors
Act AutomateAnalyze
Project and Power Platform
Project for the web: modern project management
CDS
Power BI
Power AppsPower
Automate
Customize Project for the web for your projects
Project and Power Platform
Project for the web: modern project management
CDS
Power BI
Power AppsPower
Automate
Store data in standard
and custom entities
with rich metadata
Common Data Service (CDS)Allows you to securely store and manage the data used in apps
Add Business rules & validation
Define role-based security
Build PowerApps apps and
automate Flows against the data
stored in CDS
Common Data Service
Standard entities that represent commonly used concepts and activities across a variety of business & app domains
Ability to extend the standard entities by adding custom fields and relationships
Add custom entities to support your scenario and application
Create calculated and roll up fields to provide consistent calculations across apps
Define business rules and validation to ensure data quality
Easily import and synchronize your data using Power Query
Data Modeling Strategies
Start with the core entities and relationships
Start with the end in mind Proof of concepts are valuable;
Solutions make ALM easy
You can BYO Data Model if you
already have one
Projects
Program
Tasks
Project Bucket
Resource
Assignments
Project Team
Common Data Service
Projects
Program
Tasks
Project Bucket
Resource
Assignments
Project Team
Securely store and manage business data
Model real world data with entities and relationships
Implements the Common Data Model
Role based security down to the field level
Logic and validation at the data level enforced across all consuming applications
Roadmap
© Microsoft Corporation
Project For the Web Entities (add Roadmap)
Power Apps – Idea and Project Intake Form
Power Apps: Build, Extend, and Customize Business Apps
Infuse apps with your data
Build custom app—no code required
Enable apps for anyone, anywhere
Power Apps Project Intake Form
Power Automate (Flow): Automate and Integrate Business Processes
Build the right flow of the job
Work less, do more
Stay ahead of your work
What Can You Do With Power Apps and
Project Online?
Work faster with a
platform that enables data
integration and
distribution by combining
Project Online and
PowerApps
Solve business problems
with intuitive visual tools
that don’t require code
PowerApps help everyone
from PMO directors to
project managers work
together more efficiently
AI Builder: Bring AI to Business Process and ApplicationsEnhanced processes and apps
Extensible data models
Enterprise-grade, pro-dev
Customizable offerings
AI for everyone
Power BI: Go From Data to Insights in Minutes
Experience your data
Ask questions, get answers
Connect to all your data
Access reports from anywhere
Hands-on Offerings
Project Workshops Dashboard in a Day Project App in a Day
Increase your Project
skills through use cases
and tips and tricks
Boost your
Productivity using
Power Platform and
Project
Accelerate your Power BI
skills and learn how to
create powerful dashboards
and reports
These immersive and hands-on workshops are designed to expand your skills and knowledge in Microsoft
Project, Power Platform and M365 applications. Sponsored by Microsoft and delivered by PPM Works.
Contact us at [email protected] to reserve your workshop today!
Project App in a Day Workshop
A Microsoft sponsored hands-on workshop. Learn how to empower your business using the new Project for the web and the Power Platform. Delivered by PPM Works.
Power
Automate
Power Virtual
Agents
Power BI
Project for
the Web
Power Apps
Workshop Breakdown:
These immersive and hands-on workshops are designed to accelerate your Power BI skills with a
comprehensive training program in a single day.
Together we will bring your data to life with real-time dashboards and reports. You will walk away with the
necessary knowledge of the Power BI business analytics tools to analyze data and share valuable insights.
Regardless of your experience level this workshop will have something for you.
Power BI Setup
Project Online to Power BI connection & configuration
Dashboard Session
Hands-on lab initial reports & dashboard creation
Microsoft Project WorkshopsMicrosoft and PPM Works are pleased to offer free workshops with PDUs to qualified customers. Our Project and
Portfolio Management (PPM) workshops offer a fun, interactive experience tailored to your unique needs
Session can be delivered in-
person at your office or a
Microsoft office
Typical length
is between 1
to 4 hours
Workshop sessions are
designed for 5-10
participants
Customized to be directly
relevant to your specific
business needs
1. Hands-on PPM Immersion focuses on your PPM challenges through use cases highlighting Microsoft Office 365/Project Online.
2. Project Online Tips & Tricks provide the opportunity to increase your Microsoft Project skills and ask an expert questions
Proof of ConceptThe Project Online Proof of Concept (PoC) effort will provide the workflow and configuration necessary for key decision makers to see and
understand how leveraging Project Online will increase governance and efficiency, while highlighting future Project Online functionality. The PoC
goal is to provide one centralized solution.
Included Focus Areas:
Project Visibility
One central source to view all projects and
portfolios through a Program Dashboard.
Easily capture project requests, create
projects from the web, understand/track
project status, and create your project
roadmap for governance. Your one-stop PPM
shop.
Project Team Collaboration
Many organizations are using Microsoft time-
saving tools and industry best-practices.
Guide your organization in a common
direction that offers flexibility using real-
world scenarios highlighting work
management, issue/risk tracking, and
collaboration with Microsoft PPM, Teams,
OneNote, and Project Sites.
Power BI Reporting
Track project success visually and dynamically
by using out-of-the-box reports from the
PPM Content Pack for Power BI for quick
insights and drill down. Access relevant PPM
related information for data-driven decisions.
Effectively measure project performance and
gain visibility and control across all portfolios
and export to PowerPoint.
Project Security
Active Directory synchronization
with Microsoft PPM provides access and
permissions for all your projects, resources,
views, and reports through role-based
security groups and templates.
Question & Answer Let’s Connect
https://www.youtube.com/c/ppmworks
Upcoming Webinars
www.ppmworks.com/events/
3/26/20 @ 1 PM EST
Microsoft Project Integration with Teams
4/9/20 @ 1 PM EST
Report Pack for Project for the web
4/23/20 @ 1 PM EST
Extending Project for the Web CDS with Custom Task
Attributes
5/7/20 @ 1 PM EST
Microsoft PPM Exam Review
Subscribe to our
YouTube Channel
Stay on top of the latest tips and tricks and new features by subscribing to PPM Work’s YouTube Channel. Learn from our latest videos and earn
free PDU’s.
https://www.youtube.com/c/ppmworks
Hands-on Session
Expert led interactive session where you can experience first hand:
• Project
• Collaboration Tools
• Power Platform
Contact Us!
1. Contact [email protected]
• Use your FREE Planning Services
• Meet your local Microsoft Project Specialist
• Request a free Project Online trial
• Schedule a workshop
• Set up an onsite or remote demo
2. Connect
• LinkedIn:https://www.linkedin.com/company/ppm-works-inc
• Our Site: www.ppmworks.com
• Events: www.ppmworks.com/events
• Blog: www.ppmworks.com/blog
• Email: [email protected]