EPM Installation and Configuration Services

Our solution consists of installation, configuration and customization of the appropriate Enterprise Project Management (EPM) tools (Microsoft Project Server, Professional, Web Access, SharePoint Portal Server, Six Sigma Accelerator, etc.) based on business requirements gathered through a process aligned with the Enterprise Implementation Framework Methodology.

Our approach is simple yet comprehensive:

  1. Delivery of a Charter (including benefits, objectives, background, approach, recommendations, etc.) and a project deployment schedule (defining scope, timeline and cost).

  2. Installing tools and initial configuration

  3. Publishing a deployment schedule in this environment which we use to maintain our project status while also demonstrating the collaborative use of the tools (i.e., all deliverables, events and issues are shared via a Windows SharePoint site).

  4. Creating enterprise project templates and business rules and configuring the Six Sigma Accelerator to align with the organization's defined workflow and business processes.

  5. Customizing the client-side settings, views and available features to align with the project workflow.

  6. Developing custom fields and codes to capture and report on certain task, resource and project-related data.

  7. Customizing the server-side settings, security model, features, and project and OLAP views to enable role-based functionality and report access.

  8. Configuring InfoPath forms to integrate with other systems.

  9. Providing role-based custom training of the solution deployed and the required business rules. Depending on project management maturity, this training may also include project management fundamentals and/or Microsoft Project basics.

Appropriate knowledge transfer and support is provided throughout the implementation (and beyond if needed). We also deliver an indexed CD-ROM of all project documentation (architecture, settings, reports, etc.). Post-implementation we conduct lessons learned on our own performance to enable continuous improvement of our EPM implementation process.

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