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CAI APO Presentation
1. HAVE YOU EVER BEEN SURPRISED BY
SOMETHING OF SIGNIFICANCE IN YOUR
BUSINESS?
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
2. HAVE YOU EVER BEEN SURPRISED BY SOMETHING OF SIGNIFICANCE IN
YOUR BUSINESS?
HAVE YOU EVER GOTTEN INCONSISTENT MESSAGES OR INFORMATION
FROM YOUR ORGANIZATION?
DO YOU BELIEVE THAT YOU HAVE “AT YOUR FINGERTIPS” THE MOST
IMPORTANT DATA AND OPINIONS ABOUT IMPORTANT ACTIVITIES AND
EFFORTS?
WHAT IS THE VALUE OF CATCHING OFF-COURSE ACTIVITIES EARLIER?
HAVE YOU BEEN TOLD A PROJECT WAS OK TO FIND OUT LATER
OTHERWISE?
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
3. Established Concept:
Control
Governance
Communications and Visibility
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
4. Principle Objective: World Class QA
Reviews at every Phase of the Project
Lifecycle
Control
Knowing what is really happening
Everyone on the same page
Governance
Quality Assurance and Best Practice Review
Early risk identification
Communications and Visibility
Effective communications up and down the pipeline
Accurate + Timely dashboards
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
5. QA Reviews
Early operational insight to enable risk mitigation
Effective project control and governance
Leverage of historical trends, data, and metrics
Improved resource performance and productivity
Enforcement of practices and standards
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
6. Management Knowledge
Manager
Best Practices ??
Individuals
Expert Knowledge ??
Etc.
Individual
Activity
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
7. Leveraged Knowledge
O
Manager
c
c
a
s
s
Quality i Individuals
o
Assurance
n
a
l
R
e
v
Activity
i
e
w
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
8. Leveraged Knowledge
K
K K
K
Organizational
Organizational External
External
Knowledge
Knowledge Knowledge
Knowledge
Manager -Experts
-Experts
O
-Consultants
-Consultants
c -BPs
-BPs
c
a
s
Quality
s
i Individuals
Assurance o
n
a
l
R
e
v
i Activity
e
w
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
10. CAI’s Goal:
Create an automated system that ensures
“management, visibility, control, and
governance”
actually are occurring !!
At all times !
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
11. Project Lifecycle: Best Practices
Best Practices Expert QA Reviews Boundaries
Checklists Consulting Advice Rules
Gate Gate Gate Gate Gate Gate Gate
Re Se
Pr
qu ct
oj
i re io Im P
Bu
ec
Pl m
en
n
De Te pl Re ost
tS
an ts si ild em vi Pr
et
gn st en ew oj
up
ec
Remedy t t
Clarity
Microsoft Project
Any Similar
Any Similar System System
APO
Predictors, Forecasting of Future project health
Comprehensive Data
Repository
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
12. Anticipate the Future: Example
Project Rework
PRPL Project Rework Probability
Level
Line Attention
Needed
This PRPL Line
chart shows where
the rework
probability went
above the UCL and
therefore required
management
drilldown into the
detailed data for
possible action.
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed 12
13. Control| Governance | Communications & Visibility
Discover Automated Project Office (APO):
Control
Governance
Communications and Visibility
Always Occurring!
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
14. We Built Automated Project Office (APO)
Expert Knowledge Repository
Intellectual system designed by industry experts and collegiate educators
IT Best Practices
Benefits
Early operational insight to enable risk mitigation
Effective project control and governance
Use best practices in project methodologies
Affordable Cost and Easy Install
$5K per month
Software as a Service (Saas)
Immediate implementation: No Hardware, No Programming
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
15. How Does APO Work?
APO functions as an expert reviewer
with knowledge and best practices
that regularly reviews projects
against expectations to ensure:
Control
Governance
Communications and Visibility
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
16. How Does APO Work?
APO acts as a “control room”,
providing automated analysis and
diagnostics for each one of your
projects, large and small.
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17. How Does APO Work?
It begins by pulling in operational
information to form a holistic view of
your projects.
This information includes the “hard”
project data, such as time, cost, and
resource data.
Unlike other tools, APO also uses brief
questionnaires to collect subjective
feedback from your team members to
gain an understanding of the human
dimensions of your projects. This is the
input most PMOs often lack.
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Communications | Succeed
18. How Does APO Work?
All of your project data is then
continuously run through a filter of
expert knowledge. This filter
contains industry best practices,
standard processes, and the
knowledge we’ve gained over
decades of project management.
As your data flows through this filter,
APO identifies anomalies, potential
risks, and areas that need
improvement.
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19. How Does APO Work?
These anomalies and potential risks
are then presented to APO users
through easy-to-use dashboards and
reports, allowing you to quickly and
easily spot warning signs early. This
gives you the time you need to make
the next management decision.
Control | Governance | Enable | Innovate& Visibility
Communications | Succeed
20. How Does APO Work?
Finally, APO archives your project
data, allowing you to view
performance trends across a
project’s lifecycle, and compare your
present performance to past
projects.
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Communications | Succeed
22. Summary
We set out to address the need of:
World Class QA Reviews at every
Phase of the Project Lifecycle
Having effective Quality Assurance
Reviews is a must.
We built APO to provide control,
governance and communications &
visibility. The result is a more
streamlined organization that
produces cost effective results. The
risk of project failure and over
budget spending will be greatly
reduced.
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23. How to Get Started
APO is a software-as-a-service (Saas)
solution, which means:
You can be up and running within a
month
There’s no hardware or software you
need to install
APO provides control, governance,
communications & visibility at 5K
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24. Value and Return
The early stage identification of future
project problems will become
immediately apparent. That alone on one
key project could be crucial.
Team communications will
immediately improve. Out of alignment
issue identification and better
coordination will occur immediately
leading to efficiency and reduced rework.
Management feedback and visibility
into the reality of projects will improve.
Surprises will decrease dramatically.
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25. Value and Return
Best practices implementation,
compliance, and learning will
accelerate.
A complete, trust-worthy
repository of project
performance will begin to build
immediately and within one year
provide great analytical value for
improvement.
APO will become the backbone
system replacing many costly,
manual intensive, and time
consuming current efforts.
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Communications | Succeed