1. Portfolio Management for 2013
Planning - Keeping It Basic
EPM Live as an Integrated PPM Platform
Empowering PPM Work Management Success
Jose Levy
Webinar Series jlevy@epmlive.com

2. Experience: Recognition: Full Service:
5000+ Configuration
Training
Customers Support
Flexible: Fast:
Pre-Built
Fields, Forms, KPI’s
Reports & Dashboards
SaaS In-House Solution Apps
Confidential

3. About PowerSteering
Corporate Profile Analyst Acclaim Select Customers
 15 Years of PPM Market
Leadership  “Leader” – 2012 Magic
Quadrant for Cloud PPM
 Profitable
 “Strong Positive” – 2011
 Backed by Austin Ventures, Market Scope for PPM
a $4B Fund
 150+ employees
 Offices in San Diego, CA,  “Leader, IT & Business-
Cambridge, MA and Driven PPM “ - Forrester
Montreal, QC PPM Wave
Customer Success Leading PPM Products Solutions
 97% client retention rate  PowerSteering PPM  Business PMOs
 250,000 + users  EPM Live Work Management  IT PPM
 800 + clients  Tenrox PSA  PSA
 50+ countries  Timesheet.com  Six Sigma/Process Excellence
 New Product Development
Confidential

4. All Work, All Processes – One Platform
Solution
Apps
Workflows, Modeling, Analysis and Reporting
Features
Schedules, Costs, and Resources
Applications Services Products Tasks
Work
Entities Projects Programs Portfolios Operations
Platform
SharePoint
Integration
Excel Outlook Project Financial/HR
Confidential

5. The Power to Choose
Apps Environment Services Training Support
 Simple Task  SaaS (The  Do-it-  Online  Standard
Management Cloud) Yourself Training Success
Support Videos Package
 Project  Hosted
Portfolio  Build-to-  Instructor  Premier
Management  On-Premise Order Quick Lead Success
Start Packages
 Service  Train-the
Management  Select Trainer
Deployment
 Application Services  EPM Live
Management University
 Custom
 New Product Deployment
Development
Confidential

6. Basic Elements of PPM

7. Simple PPM Process
• Capture ideas, requests
Demand Management • Align to strategy
• Track progress
• Estimate Costs
• Track time and spend
• Estimate Resource
• Report status
Demand
• Manage
• Assess Risk
issues, risks, change
• Forecast Benefits
s Manage Create
• Collaborate
• Plan project activities
• Prioritize Portfolio
• Identify project team
• Analyze Financial
• Assign tasks &
Estimates
deliverables Plan Select • Analyze Resource
• Identify project risks
Demand
• Analyze resource
• Model & select portfolio
assignments Project Execution
Confidential

8. PPM Governance Lifecycle
• Lifecycle Phases / Stage
Gates
• Activities
(Deliverables, Constraints)
• Stage Gate Approvers
• Governance Workflow
Confidential

9. Capturing Demand
• “Call for Work” / Work
Requests
• Project Initiation Form /
Project Request
• Different Types of Work
(i.e. Products,
Capabilities,
Requirements)
• Complete Project
Request (Business
Case) to continue in
lifecycle
Confidential

10. Resource Requirements (People)
• Define resource needs
for requests
• Use Generic
Resources (Roles) or
Named Team Members
• Define required time
per resource for each
request
Confidential

11. Resource Requirements (Cost/Benefits)
• Define budget for
Portfolio Item
• Use your budget
structure to capture
cost and benefits
• As Portfolio Item
evolves, define
budgets into further
detail
Confidential

12. Selection and Prioritization
• Perform Analytics on
Portfolio Items
• Score Portfolio Items
based on selection
criteria
• Prioritize Portfolio
Items to drive the
Go/Kill/Hold Decision
Confidential

13. Common Pitfalls in PPM
Definition of Work Types (Categories) not clear
– Service Request, Enhancement, Project all treated
the same
Project Request / Work Request incomplete for
analysis
– Alignment, Cost Management, Resource Demand
Complexity
Disconnected Top Down and Bottom Up
Weak Buy-In / Participation from Key
Stakeholders
Confidential

14. Self-Assess Your PPM Basic Elements
1. Can you map the list of projects to the objectives for
next year? - Strategic Alignment
2. Did you capture critical projects from all key
stakeholders? - Stakeholder Participation
3. Is there a process for taking work requests and
formally approving them by stakeholders for
consideration? - Governance and Workflow
Confidential

15. Self-Assess Your PPM Basics
4. What is the completeness of the project request form? -
Decision Criteria
5. Does all “demand” have accurate resource estimates by month?
Do you understand the over/under-allocations? - Resource
Management
6. Can you present a Decision Dashboard to Leadership so they
can select and prioritize the portfolio? – Selection and
Prioritization
7. Does a mechanism exist for communicating Portfolio Decisions
– Portfolio Governance
Confidential

16. EPM Live as an Integrated PPM Platform

17. Integrated PPM and Work Management
Platform
Schedule
Enterprise Work
Capabilities
Portfolio Managemen Resource Financial Time Business
Management t Management Management Management Intelligence
Project Portfolio New Product Application Portfolio IT Planning
Management Development Management & Control
Site Apps
(Work Processes)
Build Your Own
Projects Accounts Opportunities Contracts Incidents Maintenance
To-dos Actions Approvals Changes Bugs Tasks Backlogs
Issues Applications Deliverables Documents Service Requests Defects Work Features
Integration
Other
LOB’s
Confidential

18. Segment Work Request Correctly
Business Value
Applications
Services
Projects
Incidents Service Portfolio
Projects Incidents, Changes, Problems
Reporting
Changes
Metrics
Dashboards
Select Application Portfolio Status Reports
Work Releases, Backlog, Test Cases
Execution
Demand Resource
Management
Work Management
Time Management
Project Portfolio
Projects, Tasks, Issues, Risks
Funnel All Work Through a Common Governance and
Control Structure.
Confidential

19. Demand Management
Empower Your Business Customer to
 All Work Requests Submit Request Through Web Forms
are captured from
common Self
Service Portal
 Enhance business
user experience
with full visibility of
entire request
process
 Route Requests to
appropriate team
based on type of
work
Incidents Projects Applications
Confidential

20. Strategic Alignment
Align Projects with Strategic Objectives
 Align resources and
investments with
strategic objectives
 Review
comprehensive, real-
time portfolio
information to ensure
effective decision
making
 Determine optimal
portfolio under budget
and business
constraints
Confidential

21. Governance & Workflow
No Action
Request For 2 Days Send to
Approve
 Define multiple Approval Approve Portfolio
Manager
workflows to
Yes
standardize, comm
Send to
unicate, and Manager
enforce the
governance
framework across
the organization
 Define workflows
for consistent
governance
controls
Confidential

22. Financial Management
Determine Optimal Budget Under
Business Constraints
 Understand budgets
and actual spending
 Compare current
Investments against
forecasted & actual
performance
 More accurately
monitor of finances
 Integrate with other
Financial Systems
Confidential

23. Resource Management
Get People Working On The Right Work
 Analyze and assign At The Right Time
resources to work
based on
skill, availability, and
location
 More accurately
forecast staffing
needs
 Understand current
and long-term skill
gaps
 View strategic
resource utilization
Confidential

24. Schedule Management
 Manage work
Gain Visibility and Control
from simple work Across All Work
items to large
programs
 Deliver work on
time and on
budget
 Build Work Plans
Using Web-based
Planner
 Manage Backlogs
Using Agile
Planner
Confidential

25. Work Management
 Increase the
effective working
Manage and Track All Your Work
time Demands In Your Organization
 Increase team
members’ Initiate Plan Execute Control Close
ownership and Tasks
Actions Risks
accountability of ECM
this process Issues Documents
Punch Lists
Contracts
 Increase control
over the execution Meetings Defects
of work Deliverables
Bugs Approvals
Changes
Invoices
 Managers have Procurements
more visibility into
work priorities
Confidential

26. What-If Modeling
Confidential

27. Reporting
 Gauge overall Make The Right Decisions On
progress of the
various work
Data You Can Trust
investments
throughout their
lifecycle
 Identify trends over
time to understand
and improve your
business
 Review
comprehensive, real-
time information to
ensure effective
decision making
Confidential

28. Demo
demo
Confidential

29. Business Value Proposition
No need for separate, expensive
applications
Generate increased value from the
investment in SharePoint
Increased efficiency by workers getting all
work in a single solution
Opportunity to retire multiple solutions
that can be handled in one
Confidential

30. Why EPM Live?
Confidential

31. Next Steps
Get Started Today
Visit epmlive.com today
Contact us at info@epmlive.com
Toll free: 1-855-EPM-Live
Confidential

32. Thank you
Enterprise Project Portfolio & Work Management for Everyone