Successfully Set Up Your Individual PPM Environment Based on the Technology of Microsoft or Planisware

Implementing a project, portfolio and resource management solution with the introduction of Microsoft Project Server, Project Online, Power Platform or Planisware requires deep knowledge as well as broad experience. Knowledge of the industry and an understanding of the processes are an absolute must. This is the way to integrate your PPM solution into existing business processes.

The TPG 5-Phase Method is based on more than 25 years of hands-on experience advising medium-sized and large enterprises. This professional approach allows a purposeful and successful implementation of PPM solutions. It can be based on the technology of Microsoft or Planisware – on premises or in the cloud as required.

Phase 1:
Solution Design – Clear Definition of Requirements

Initial Situation Solution Design

Dates and scope for the workshops have been agreed on. You have invited all the relevant specialists in your company to participate, including staff from the project organization, project management department, controlling and the PMO.

Workshop Kick-Off & Solution Design

The goal of the first meeting is to obtain a clear understanding of the current and desired situation of your enterprise-wide project management environment. You will begin by obtaining an overview of the PPM solution so that everyone understands the system’s capabilities.

Then, TPG’s specialists will collect all the requirements and wishes for the system, analyze your existing processes, and make some initial suggestions for proven approaches to meet these requirements.

A document will summarize all results as well as some recommendations for the next steps. Depending on your company’s current situation, we may recommend that processes are optimized first before any work is undertaken on the IT solution. You may decide that your current need is for a resource management solution rather than a PPM system.

Workshop on Planning Processes

This workshop is the next step and deals purely with project creation, time tracking, and resource management as well as the appropriate processes, which we will look at irrespective of the IT solution.

The result of the workshop is a specification of the planning processes illustrating your current process landscape and pointing out where there is potential for adaptations and optimization.

Training on PPM Basics & Configuration Workshop

The next step is a PPM basics training for your core team.

As a result of the course, this team will have the knowledge required to make the relevant decisions. The course is an important prerequisite for the next stage – a configuration workshop.

Result of Phase 1

At the end of Phase 1, you will have a comprehensive concept for the overall project management solution. This includes recommendations along with an implementation schedule and a list of deliverables for the implementation phase. These elements form the basis of our detailed and transparent implementation proposal for your Microsoft or Planisware project management solution.

Phase 2:
Implementation – Building  Your PPM Solution

The Approach: Implementation

Working together with your technical specialists, we provide the project management solution based on Microsoft Project Server, Project Online, Power Platform or Planisware and integrate it into your IT environment. The data we will have collected during the workshop is transferred to the pilot system. If necessary, we can program extensions to the complete solution and integrate them step by step.

Result of Phase 2

The implementation of the enterprise-wide Microsoft or Planisware project management solution is complete. The PPM system now has a sufficient range of functions to support the transition to the pilot phase.

Customer Feedback

“TPG implemented the Microsoft project management solution for Liebherr Components very systemically and efficiently. Now that we are using the solution, we are also very pleased with the quick response times when we have questions. We were impressed with the consulting team’s expertise and have already highly recommended TPG to other companies.”

Christian Nawrath, PMO Leader
Liebherr-Components Biberach GmbH

Phase 3:
The Pilot System – Rigorous Testing

The Approach: Pilot System

The pilot team consists of your project manager and selected key users. It will be trained in the customized Microsoft or Planisware project management solution. Pilot team members test the solution in real-life conditions using clearly defined scenarios and test procedures.

They document all of their results, which may lead to the pilot system being modified to be ready to go live. To ensure the success of this phase, it is essential that the pilot team and the TPG project team meet regularly; we recommend an interval of weekly meetings.

The Result of Phase 3

The fully configured project management solution is ready for production use. The pilot and project teams approve its release from a technical and content-based standpoint.

Phase 4:
Rollout – The Optimized Solution Goes Live

The Approach: Rollout

All of the tools from the past are replaced by the new enterprise-wide project management solution. Your trained administrators and project managers transfer your existing projects and documents to the production environment. Your IT department starts deploying the solution to users’ workstations.

In parallel, we run role-based training for users with up-to-date, company-specific data and structures related to the work processes of each job function. This enables users to see how the solution will make their own work easier.

Depending on the scope of your project management solution, it might be advisable or even necessary to customize the training documents beforehand.

Result of Phase 4

You have achieved your goal! Your professional Microsoft or Planisware project management solution is ready to use. It is being utilized by individually trained users in all areas.

Phase 5:
Production – Safe Operation with Competent Support

The Approach: Production

Your personalized project management solution based on Microsoft Project Server, Project Online, Power Platform or Planisware is an investment in people, products, and processes. It will be used for many years and become a part of your everyday work. TPG The Project Group supports you with regular maintenance, staff coaching, and fast support.

If necessary, we can adapt the project management solution to new system environments or requirements. The data and knowledge amassed by the system underpin your ongoing productivity improvements.

Final Result of the Project

You benefit from simplified workflows and higher efficiency due to your new Microsoft or Planisware project management solution. If you desire, the experts of TPG The Project Group will be pleased to give you active support during the entire lifecycle of your project management system.

Quick and at a Fixed Price – TPG QuickStart Solution

Are you looking for a quick and secure way to your individual PPM solution based on Microsoft Project Server, Project Online or Planisware Orchestra? Then TPG QuickStart is the right packaged approach for you: available within just a few weeks – at a fixed price and with interesting extras.

Learn more about TPG QuickStart

The TPG 5-Phase Method is the detailed path to your individual PPM solution based on Microsoft Project Server, Project Online, Power Platform or Planisware. An alternative approach is TPG QuickStart, a preconfigured solution based on Microsoft Project Server or Project Online, which can be implemented within a short period of time and at a fixed price. Learn more about TPG QuickStart.

Security and Reliability for the Future – All over the World

TPG The Project Group has offices in Germany, Austria, Switzerland, France, Spain, the UK, Ireland, the USA, Canada as well as in the Middle East and Africa (MEA region). Our international network of authorized partners covers all continents. As a result, our customers can count on our support for a rollout via our international subsidiaries and partners if required.

Customer Feedback

“TPG has successfully implemented an efficient solution that clearly addresses the specialized requirements of the European Patent Office. We now have a very practical platform for handling projects that uses standard Microsoft software − a solution that we were able to realize without undue effort.”

Dr. Christian Bocklitz, Head of Department Building Projects, European Patent Office