UMT360 Blog

Blog Posts from the Leader in Enterprise Portfolio Management

Why It’s Important To Integrate Investment Planning & Controls

Written by Ben Chamberlain on June 24th, 2015 at 10:15 am

UMT360_Blog_Image_MSProject

Part 1 in a series on how to extend the value of Microsoft Project Online & Project Server…

The growing pressures on today’s PMO require that they deliver more than just strong tactical project management skills. To support these strategic demands, project management professionals need increased visibility. They need direct access to information that helps guide better decision-making. In short, they need to add more sophisticated business governance and investment planning and controls to their PPM process. But how?

Traditionally, organizations that needed integrated financial information with their Microsoft PPM system did so through costly customizations to Project Server. These can be a risky and time-consuming proposition – and are often the digital equivalent of “chewing gum and bailing wire”. The result is a mish-mash of multiple tools and disparate systems – none of which are adequate or specifically designed for the task at hand. While integrating financials with PPM can certainly be done this way, the resulting process is hardly best-in-class.


Microsoft Project Online and Project Server are great for execution-oriented needs. But there are critical business planning and controls missing from those solutions. This series of videos shows how adding these capabilities can unlock even more value from your organization’s Microsoft platform investment.


But what if companies using Project Online or Project Server could actually leverage their existing Microsoft investment? What if there was a way to not simply “connect” PPM to other systems, but something that actually adds the required financial management capabilities to the project management system you’re already using?

The good news is, there is, and we’ve produced some quick and informative video demonstrations that look at the key areas where Microsoft Project users can unlock and extend the value of their Microsoft investment. Take a look and let us know what you think in the comments section.

Leave a Reply