Models for Deploying Microsoft Project Server (EPM, PPM)

Our clients run the full range of project management maturity, and they are in different maturity levels in their experience with Microsoft’s Enterprise Project Management tools like Microsoft Project, Excel, SharePoint Services, and Project Server, and they are often implementing Microsoft Project Sever to reach quite different organizational goals.


We use these models to help us position our consulting services and set realistic EPM pilot and deployment goals.

Initially, we always help a client determine their functional maturity so that they can set obtainable implementation goals, and select the Enterprise Project Management feature set that would be most useful for their organization.

View the EPM/Project Server/SharePoint Functional Maturity Model below to gain a perspective regarding our idea of functional maturity.


Planning and AnalysisOur EPM Implementation approach or model consists of the following five phases:

  • Software Installation & Testing
  • EPM Configuration & Testing
  • Custom Enhancements
  • PM & EPM Role Based Training
  • Go Live

These phases cross three client objectives or phases:

  • Phase I – Pilot/Prove Solution
  • Phase II – Implement Single Dept/Division
  • Phase III – Implement Next Business Area

Typically we begin working with a client at Phase I. However, we can begin working with a client at any one of these phases and it is not unusual for an organization to ask us to begin working with them in Phase II or III after they have completed Phase I on their own or with another Microsoft partner.

View the Microsoft Project Server Implementation Model below to gain a perspective regarding our standard process for implementing Project Server in your organization.


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