Case Study: TransAmerica

The Problem

1. Project Visibility

Euro-Pro’s main issue and why they reached out to MS Project Now! was project visibility. They were putting together weekly PowerPoint slides for each project and spent significant time tracking down what was going on with the project – with no consistent way of tracking project information. Some project managers were using Excel, some were using Word, and a few using MS Project; it was not consistent, and it made it difficult to track their projects consistently.

2. Tracking All Project Initiatives in a Single Location

The second issue was there was no way to track all project initiatives in a single location. Project requests were coming in via emails from the help desk and by stopping someone in the hall, again lacking consistency and tracking. Managing the requests was a challenge because they could not do all of the projects and had to decide which to focus on first based on resource availability. However, they had no real way of prioritizing the projects; especially the ad-hoc or “non-budgeted” projects discussed in the hallway.

3. Resource Allocation

The last issue was it was difficult to see which people were working on each project, across multiple projects and when those people would be available for additional work. It was difficult to manage who was doing what on which projects and then providing any kind of visibility on projects was almost impossible.

Clock

The Solution

Project Server

Euro-Pro’s solution required getting all Project Managers to start using MS Project Server, which would allow all project information to be tracked consistently throughout the company. It provides visibility through PWA because all projects could be viewed at both a high level and a detailed level. It also made it possible to run reports across multiple projects. MS Project Now! developed a project dashboard, as well as a status report, that runs on a project by project level basis.

Using Project Server, they now have a formal intake process for the three main types of projects. Each request will be entered into the system and will go through its own custom workflow. The “Non-Budgeted” Projects will now be prioritized based on Portfolio Analysis in Project Server.


The Result

Project Server

MS Project Now! helped Euro-Pro identify their requirements and how Project Server could be configured to meet those requirements. Euro-Pro has now created an intake process to capture all project requests in a central location using two lintear workflows. Euro-Pro now has a custom dashboard for high level reporting as well as a status report for more detailed project reporting. MS Project Now! worked with Euro-Pro to develop processes around how to best utilize Project Server for Project and Resource Management. MS Project Now! trained their Project Managers to use MS Project Professional and Project Server, including their newly created workflow. They also trained their Functional Administrators to maintain and edit customizations to fields, PWA settings, and customizations to the security model. MS Project Now! conducted a reporting workshop to teach Euro-Pro how to use and edit out of the box reports. In addition they learned how to choose which method for developing reports to use, based on the type of report they wanted to create. MS Project Now! also conducted a workflow workshop to teach Euro-Pro how to manage and edit their custom linear workflow.

What Our Satidfied Customers Have to Say

I learned techniques that I was not aware of previously existed, which will help me tremendously improve my job efficiency.

Alan Larkin,Meggit

Great to have an instructor who has used the software in real-life situations.

Gavin Murray,Transamerica