Microsoft Interactive Workshops

Microsoft and PPM Works are pleased to offer free workshops and PDUs to qualified customers. Our PPM Immersion and Tips and Tricks Workshops offer an interactive and fun experience and can be tailored to your unique needs. Our PPM Immersion focuses on your Project and Portfolio Management business challenges by walking through a hands-on use case with the Microsoft Office 365 stack including Project Online. Our Project Online Tips and Tricks sessions provide your team with the knowledge to increase their Project skills.

Workshop sessions are designed for small groups. Participants include individuals who are using Microsoft Project or would like to learn more about Project for their team.

Allows participants to explore and discover hands-on with an interactive, virtual environment populated with data, files, personas, and Microsoft solutions at their own pace.

Workshops can be delivered in-person at your office or a Microsoft office, can be adjustable in length (usually 1-4 hours), and can be customized to be directly relevant to your specific business.

What to Expect

Microsoft Immersion Workshop

A facilitated, hands on introduction to the Microsoft Online Solution Set.

Test drive Microsoft PPM solutions in the Immersion Workshop and discover how they can deliver immediate business value to you and your organization. Each facilitator-led session is customized to meet your needs so you can explore tools at your own pace, focus on the products and solutions that you want, and experience first-hand how Microsoft tools can solve your biggest challenges.

During this session you will learn how to:

  • Enable mobile productivity—try the latest mobile devices and solutions, and learn how to get the most out of them, at work and on the go.
  • Build social collaboration—see how Microsoft Teams, SharePoint, Yammer, and Skype for Business can help boost your team’s productivity by sharing documents and collaborating in real time.
  • Get business intelligence on the fly—see how to quickly zero in on the data and insights you need to maximize your ROI.
Request an Immersion Workshop

Microsoft Tips and Tricks Workshop

A facilitated, hands on workshop to show you how to best use the Microsoft Online Solution Set.

Now that you have bought into the Microsoft Online Solution, whether you are a first time user or have experience, the tips and tricks sessions can show you something new or take a deep dive into a feature that is new to you and your team. Let PPM Works and Microsoft show you how to best utilize all your tools and what to use when. This workshop is designed to get you and your team up and running fast or getting your team where it wants to go. Together we will walk through industry best practices and answer some of your most pressing questions.

During this session you will learn how to:

  • Leverage new features— From Roadmap to Project Home, understand what to use when
  • Increase collaboration—learn how to integrate Project Online to Planner and utilize Teams
  • Get real time project reporting—through Power BI you can visualize your project data like never before
Request a Tips and Tricks Workshop

Sample Agendas

Demand Management and What’s New:

  1. Project and Portfolio Management Immersion Workshop
    • Prioritization – Driving the right value of projects
    • Resource & Capacity Planning – bottleneck visibility and scenario planning
    • Program Visibility & Health status
    • Portfolio Measures (portfolio performance dashboards)
    • Team Collaboration
  2. Tips and Tricks Session – Increase Resource Management
    • Resource Management Tips
    • Reporting/views to save time
  3. Tips & Tricks:  The Future of PPM – What’s New in Project Online
    • Project Agile
    • Microsoft Planner to Project Integration
    • Project Online Power BI Dashboards
    • Leveraging the new Teams with Planner and more

Project Intake and Execution:

  1. Project and Portfolio Management Immersion
    • Prioritization – Driving the right value of projects
    • Resource & Capacity Planning – bottleneck visibility and scenario planning
    • Program Visibility & Health status
    • Portfolio Measures (portfolio performance dashboards)
    • Team Collaboration
  2. Tips & Tricks:  Increase Productivity and Project Trouble Signs
    • Keys to Project Creation Success
    • Time-saving tips
    • Views for problem solving
    • Questions/Discussion
  3. Tips and Tricks Session – Get more out of today’s solution
    • Reporting/views to problem solve (dashboard flexibility)
    • SharePoint to Project (reduce manual effort)
    • Discussion and Questions

DevOps – Agile and Portfolio Management:

  1. Tips and Tricks Session – DevOps Story
    • Microsoft DevOps and PPM Overview (Visibility/Document Collaboration/Workflow)
    • Project Agile (Scrum, Kanban, and Hybrid)
    • Portfolio Management/Project Selection
    • Project Reporting and Power BI Dashboards
    • Microsoft Planner to Project Integration
    • Leveraging the new Teams with Planner and more
  2. Project and Portfolio Management Immersion Workshop
    • Prioritization – Driving the right value of projects
    • Resource & Capacity Planning – bottleneck visibility and scenario planning
    • Program Visibility & Health status
    • Portfolio Measures (portfolio performance dashboards)
    • Team Collaboration

Client Specific:

  1. Project and Portfolio Management Immersion Workshop
    • Prioritization – Driving the right value of projects
    • Resource & Capacity Planning – bottleneck visibility and scenario planning
    • Program Visibility & Health status
    • Portfolio Measures (portfolio performance dashboards)
    • Team Collaboration
  2. Tips & Tricks:  The Future of PPM – What’s New in Project Online
    • Project Agile
    • Microsoft Planner to Project Integration
    • Project Online Power BI Dashboards
    • Leveraging the new Teams with Planner and more
  3. Tips & Tricks Session – (Client-specific topics)
    • Add topics
    • Add topics

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Learn More

Is your company ready for the next step? Request a Customized Demo for a tailored session to discuss
how Microsoft PPM solutions can help solve your unique business challenges and needs.

Schedule a Customized Demo

PMI® and PMP® are registered marks of the Project Management Institute, Inc.