Project Management Workshops on Requirements

Important Steps to Define the Solution that Exactly Fits Your Needs

TPG has delivered PPM solutions to more than 500 customers globally. Based on this experience we have developed a structured and repeatable approach for the implementation of project and portfolio management solutions – the TPG 5-Phase Method

The solution design phase is handled through a series of workshops to understand the requirements, methods and processes of the relevant stakeholders and user groups involved. The main objective is to get a clear picture of the expected solution and to deliver a comprehensive Solution Design Document describing the future system.

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TPG PPM Consulting Workshops

The individual workshops are described in more detail below.

Project kick-off: The starting point for the conception and design phase is a central project kick-off meeting. In addition to getting to know the project team, the kick-off meeting is essential for getting a precise idea of the current and the future project management solution. The definition of the project roadmap and the next steps are the prerequisites for the subsequent “Project Planning Process Workshop”. The kick-off results in an analysis of the current situation, the planned project goals as well as an architecture and solution proposal specifying how these goals can be achieved.

Project Planning Process Workshop: The kick-off event is followed by a 1-day “Project Planning Process Workshop” with the core team. In this workshop, the existing project planning process (PDP) will be reviewed and analyzed. The goal of the workshop is to create a unified project planning process description.

Technical requirements/Infrastructure Workshop: On a separate track the technical experts from TPG and your IT team analyze the current IT infrastructure, define the necessary steps to setup the environment for the PPM installation and decide on responsibilities and deadlines. A Technical Solution Design Document describes the future landscape for the PPM solution.

PPM Basic Training: Before a detailed planning of the PPM solution functionalities can take place, it is necessary to introduce the core team to PPM (Project Server with SharePoint and Project Professional). As the subsequent PPM configuration workshop is based on Microsoft Project and Project Server, a decent understanding of what can be customized in these systems is essential. Therefore, a special PPM basic training needs to be delivered.  

PPM Configuration Workshop: During the “PPM configuration workshop”, the new multi project management solution will be tailored to your needs matching the defined planning processes. Functional and technical details have to be discussed and defined. Input is needed from your team to define templates, workflows, reporting requirements, security settings and many more.

ERP Integration Workshop: By analogy with the PPM requirements, the specifics of the interface between the Project Server system and other systems (i.e. SAP, Dynamics AX, Primavera) have to be analyzed and documented – if the project includes this type of integration. The integration document will be written based on the workshop results.

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TPG Customer Testimonials
“Even during the run-up to the project, the people from TPG acted like advisers, not like salespeople. We found that very positive. The intensive evaluation discussions at the beginning ensured that the result of the project was on target and the best possible solution for our needs.”
Volker Pellny, Senior Consultant Strategic and Large Projects,
TUI Deutschland GmbH

“During the preparation phase for the IT project, TPG provided us with advice that was fully customized to our needs and demonstrated which project management approaches work in a scientific environment and which don’t. Working with TPG, we were then able to quickly develop the processes required for a successful IT solution. We’re extremely impressed with their professional approach and with the solution we collaborated on together that meets our requirements.”
Birgit Kellner-Leidl,
Project Manager,
Deutsches Elektronen-Synchrotron (DESY)