Project Metrics with Power BI and ExcelIntroduction •Improving Project Management Every Day...
28
Project Metrics with Power BI and Excel Presented by EPM Strategy
Transcript of Project Metrics with Power BI and ExcelIntroduction •Improving Project Management Every Day...
Project Metrics with Power BI and Excel
Presented by EPM Strategy
Introduction• Improving Project Management Every Day
• With expertise in:• Project, Program and Portfolio Management• Organizational Change Management• Microsoft Project Technologies
• Microsoft Silver Partner - Project and Portfolio Competency
• Registered Consultant Provider – PMI RCP Program
• Project Management Professionals – PMP & OPM3
• Microsoft Certified on all versions since 2002• Helped write the Microsoft certification tests
• Some customers: Energizer Battery, Phillips 66, Molex, ITW, Flight Safety, University of Akron…..
8/31/2016 © EPM Strategy 2
EPM Strategy
Introduction• Who is Collin Quiring?
• A professional with over 20 years of experience in several industries supporting Project Management, Resource Management, System Administration and Training
• Author: Mastering Resource Management Using Microsoft Project and Project Server 2010
• Expertise in:
• Project Management
• Organizational Project Management Maturity
• Microsoft Project, Project Server, Project Online
• Education/Certification
• MBA PMP MCT MCTS OPM3 CPIM
8/31/2016 © EPM Strategy 3
Introduction• Who is Tim Gryder?
• A professional with over 20 years of experience in several industries supporting Project Management, Resource Management, Operations Management, and Enterprise Resource Planning
• Expertise in:
• Project Management
• Organizational Project Management Maturity
• Microsoft Project, Project Server, Project Online
• Operations Management and Systems
• Integrated Resource Management
• Education/Certification
• PMP MCTS OPM3 CPIM CIRM AIM
48/31/2016 © EPM Strategy
Metrics / KPIs
What is important to your Organization?????• Issues
• Risks
• Earned Value
• Milestones met
• Deadline Variance
• Work Variance
• Program metrics
• Portfolio metrics
8/31/2016 © EPM Strategy 6
• On time
• On budget
• % Complete
• % Work Complete
• Resources• Availability
• Capacity
• Skill Sets
• Costs
How do you display KPIs?
• PowerPoint
• Excel
• SSRS
• Power BI
8/31/2016 © EPM Strategy 7
KPI - Cost Example – Project Level
8/31/2016 © EPM Strategy 8
KPI – Highest Cost Example - Portfolio
8/31/2016 © EPM Strategy 9
What is the end goal?
To have consistent results from a consistent approach that results in
consistent reporting and output
8/31/2016 © EPM Strategy 10
How do you get there?
The Pieces Fit Together
8/31/2016 © EPM Strategy 12
Business Processes Technological Tool
Project Management Body of Knowledge (PMBOK)
Project 2016 Server
And/or
Project Online
Individual
Team
Supporting Alignment and Process…Top to Bottom
Complexity
Low Medium High
Workgroup Collaboration and Reporting
ProjectManagers
Project & Portfolio
ManagementEnterprise
Detail to Aggregate InformationPortfolio
Program
Project
Summary
Task
8/31/2016 © EPM Strategy 14
Imagine with me….
• You are a PM
• You have to report weekly on your project(s)• You have to provide at least the following:
• Resource Status
• Cost Status
• Schedule Status
• AND
• Combine ALL the information from all the PM’s for Portfolio reports
8/31/2016 © EPM Strategy 15
Very High Level Overview of Project Server/Online
End to End Lifecycle Portfolio Management
8/31/2016 © EPM Strategy 17
Create…
8/31/2016 © EPM Strategy 18
Select…
8/31/2016 © EPM Strategy 19
Plan…
8/31/2016 © EPM Strategy 20
Manage…
8/31/2016 © EPM Strategy 21
Sample: Project Center
8/31/2016 © EPM Strategy 22
Sample: Resource Capacity - Group
8/31/2016 © EPM Strategy 23
Sample: Resource Capacity - Individual
8/31/2016 © EPM Strategy 24
Tools Reflect Scope, Time, & Resources
POWER BI in a day
• EPM Strategy spends a day with you
• Go from thought to functioning report in one day
• Potential funding from Microsoft
8/31/2016 © EPM Strategy 26
DEMO
THANK YOU!
Collin Quiring and Tim Gryder
