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​​ ​Engagement

​​​​​​​​ e​ligibility requirements
Below are the compliance training, competency, and consultant requirements your organization must meet to be eligible to deliver this engagement.​​​​
Compliance training requirement
Company competency requirement(s)
Consultant competency requirement

competency in:

​​​​​​​​​​Objective​
  • Provide the customer with an opportunity to meet with a PPM solution expert and engage in an in-person solution strategy session that will focus on both business and technology platforms while covering methodology, processes, and an overview of Project Online or Project Server capabilities
  • Target customer staff members including the Business Decision Makers (BDM), Project Management Office (PMO), and IT
  • ​Define business objectives and how PPM will fit within the overall goals and requirements of the organization while defining solutions for overcoming primary blockers
  • Facilitate a discussion on the customer's IT needs while articulating the technological pillars of the solution with the options of cloud first vs. on-premises solutions
  • Articulate the desired functionality that would best meet the customer's needs such as portfolio management, project management, project collaboration, and time-sheetin​g
​​​​​​Scope
The PPM Solution Planning engagement focuses on the business and technology aspects of PPM Solution Planning methodologies, gives an overview of Project Server and Project Online capabilities, and defines​ an implementation plan.​​
​​​​​​​​Outcome
Provide the customer with a clearer understanding of the Microsoft Project platform and what it can provide to their organization. Prepare the customer for a Microsoft Project deployment that fits their business and technical requirements​.​​​
​​​​​Engagement options ​and required deliverables​
​There is one engagement option available: 5 days in length. ​
Engagement options
Required deliverables
​Resources

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