f u l c r u m b u s i n e s s s o l u t i o n s

EPM in a Box
Fully configured Enterprise Project Management Solution
WHAT IS EPM IN A BOX
EPM in a Box was developed by Fulcrum Business Solutions as a packaged Enterprise Project Management Solution carefully designed to meet generic organisational Project Management requirements. This pre-configured EPM solution is based on generic project management processes and best practices, and is pivotal in providing you with a quick solution to manage current and forthcoming projects with greater control. EPM in a Box allows an organisation to maximise its bottom-line impact on project delivery without making a huge upfront investment in time consuming requirements analysis. This solution also leverages Fulcrum's extensive implementation experience and places an organisation on a QUICK WIN path to increased project performance.

TM

CONFIGURED SECURITY MODEL

The Microsoft EPM solution is a role-based environment ensuring various members of the project community only get access to the information relevant to them. For this reason the security model of EPM in a Box has already been configured to map the use of the tool to the roles of the project manager, team members, executives and resource managers. All that is required is to map the organisation's user base into the role-based model and EPM in a Box is complete from an access and functionality perspective.

CONFIGURED ENTERPRISE GLOBAL TEMPLATE

To aid standardisation of project data across an organisation a number of calculated fields, custom value lists, views, tables, filters, and calendars have already been built into the configuration of EPM in a Box. The inclusion of a number of predefined project, resource and task dimensions also assists organisations to conform to project portfolio management requirements.

ENTERPRISE PROJECT MANAGEMENT

Enterprise Project Management (EPM) allows organisations to accomplish their strategic objectives by focusing its project effort and aligning people, processes and superior technology into a combined whole to achieve business growth and efficiency. The Microsoft EPM Solution allows participation from all levels of the business community, ensuring that resources are not wasted on projects that return little or no value to the business. It provides organisations visibility into their work portfolio, the tools they require to make well-informed decisions, optimise resources and establish repeatable processes. It is unique among project management systems because it ensures widespread participation through familiar, integrated tools.

ENTERPRISE RESOURCE POOL

EPM in a Box contains a set of generic resources mapped to skills requirements, and by adding the organisation's own resources and mapping them to the primary skills already defined in the solution, the organisation can quickly get to grips with a number of important resource management issues common in most companies.

PROJECT VIEWS AND REPORTS

One of the challenges project managers commonly face is progress reporting to various stakeholders in different formats. EPM in a Box allows project managers the freedom to get down to the project management job at hand and not spend hours compiling different reports containing exactly the same sets of data for different audiences.

Powerful Portfolio Analysis

Project Health Report

HOW DOES IT WORK

EPM in a Box allows you to quickly leverage project management best practices configured in the Microsoft EPM toolset. This is achieved through the use of the preconfigured security model and Enterprise Global template, an Enterprise Resource Pool containing generic resources, project views and reports, configured Risk and Issue registers and a PMBOK-based project life cycle template.

The solution has been configured to include views and reports that make the data available in acceptable formats that can be displayed and printed from Microsoft Office Project and Project Web Access.

RISK AND ISSUE REGISTERS

Leveraging Windows SharePoint Services, the project Risk and Issue registers have been configured in EPM in a Box to assist the project manager in raising and categorising risks and issues. The entire project community has access to the project risk and issue registers through Project Web Access and responsibility is assigned to individuals to track and resolve.

Tel: +27 12 349 1590

Fax: +27 12 349 1593

Email: info@fulcrumgroup.co.za

Internet: www.fulcrumgroup.co.za

Microsoft, Project, Office and Sharepoint Portal Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. K2.Net are either registered trademarks or trademarks of SourceCode Technology Holdings (Pty) Ltd in South Africa and for other countries. c 2005, Fulcrum Business Solutions. All rights reserved.

f u l c r u m b u s i n e s s s o l u t i o n s

EPM in a Box
Fully configured Enterprise Project Management Solution
PROJECT LIFE CYCLE TEMPLATE
EPM in a Box contains a scheduling best practice project template to assist project managers in creating a Work Breakdown Structure to the correct level of detail.

TM

BENEFITS OF EPM IN A BOX

Implementation of a Generic EPM Solution in a short period of time. Better planning of projects with configured views and tables. Effective resource management with a pre-configured enterprise resource pool, generic resources and skill matrix. Successful team collaboration and communication with timesheets & status reporting. Powerful project portfolio analysis and predefined organisational project dimensions. A reference guide for project managers to assist them in getting sound data into the EPM solution. Operational documentation is included. Gain visibility, insight, and control of all aspects of your program or project portfolio. Ensure project initiatives align with your strategic obejctives. Bring your organisational parts together and get a clear big picture view.

Predefined Custom Reporting Views: Critical Task Report Milestone Report Deadline Report Project Health Report on Summary Level Project Health Report Scope Change Report

PROJECT WEB ACCESS

Predefined Custom Operational Views: Progress Reports Health Reports Timesheets Predefined Custom Reports Programme i.e. Project Centre Report Project Health Report Project Financial Report Earned Value Report Project Phase Report Project i.e. Overview Report Health Report Milestone Report Deadline Report Resource Report Financial Report Scope Change Report Critical Task Report Customised Security Model with the following defined Roles: Administrator Executive Portfolio Manager Programme Manager Project Manager Resource Manager Team Leader Team Member Customised Windows SharePoint Services (WSS) functionality: Risk List Issue List Document Repository WHY WORK WITH FULCRUM? Fulcrum's core capability revolves around Microsoft's Enterprise Project Management Solution built on Microsoft Project Server, Microsoft Project Professional and Microsoft Project Web Access. EPM in a Box is an application of generic best practices and experiences collected from a wide range of customers in the South African market. Through this solution executives, project managers and team members gain insight and control of projects, programmes and portfolio's through logical outcomes based views and reports pre-configured as a quick to market solution.

CONFIGURATION SPECIFICATION LAYOUT

SYSTEM: Enterprise Project Management (EPM) Pre-Configured, fully customizable system: Pre-Configured Security Model Pre-Configured Generic Enterprise Resource Pool Pre-Configured Enterprise Global Settings Pre-Configured PMBOK based Enterprise Project Template DOCUMENTS: System Requirements Document Project Management Quick Reference Guide TRAINING: MS Office Project 2003 for Project Managers MS Office Project Collaboration Features for Project Managers EPM Administration for Project Server Administrators Mentoring and Support to Project Community MICROSOFT PROJECT: Generic built-in Project Management process based on: Lessons Learned Best Scheduling Practices Predefined Custom Operational Views: Gantt Chart Financial Information Scope Change Information Milestones, Deadlines and Save Baseline Scope Change Information Resource Information

WHO IS FULCRUM BUSINESS SOLUTIONS?

Fulcrum Business Solutions is the leading Microsoft EPM implementation house in South Africa in terms of number of successful implementations, size of largest implementations in RSA and number of people trained in Microsoft Office Project 2003 and related toolset training interventions.

Tel: +27 12 349 1590

Fax: +27 12 349 1593

Email: info@fulcrumgroup.co.za

Internet: www.fulcrumgroup.co.za

Microsoft, Project, Office and Sharepoint Portal Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. K2.Net are either registered trademarks or trademarks of SourceCode Technology Holdings (Pty) Ltd in South Africa and for other countries. c 2005, Fulcrum Business Solutions. All rights reserved.