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Best Management Practice
                    in the Cloud

Copyright Novare Consulting
Presentation Objectives
       • To appreciate some of the
         challenges of adopting best
         management practice
       • To explore what practitioners really
         need for their projects
       • To explain the potential of cloud
         based solutions to help build and
         sustain communities of PPM best
         practice
       • To gauge your appetite for such a
         solution!


Copyright Novare Consulting
Novare Consulting Services
     Connecting business to the P3M Resources they need

                              • P3M Specialists
                              • Tailored Training Programmes
                              • Accredited Training
                                Programmes
                              • E-Learning Solutions
                              • P3M Frameworks
                              • Assist in building PPM
                                Communities
                              • Delivery Resources
Copyright Novare Consulting
Verto and VertoCloud

                              Developed with Peterborough Council,
                              Verto is a web based PPM hosted service,
                              Manages all workflow from idea to closure




                              VertoCloud is a free user service
                              providing search, share and publish options
                              for specific communities




Copyright Novare Consulting
Governing Change




Copyright Novare Consulting
Best Management Practice Methods
                                         Leading
                                     Business Strategy

                                    Portfolio


                          Support   Programme                    Deliver
       Risks                                             Value    Future
                                    Project                      Benefits

                                           IT Services

                                         Managing
                                     Business as Usual
Copyright Novare Consulting
Key Elements for P3O Models
       Centre of Excellence   Project, Programme
                              and Portfolio
                              Information




Copyright Novare Consulting
Centre of Excellence
       & Best Practice
       Does your organisation use any of the following
       whether tailored or not:
       • PRINCE2?
       • MSP?
       • MOP?
       • P3O?
       • M_o_R




Copyright Novare Consulting
Embedding Best Practice
       Who has tried the following in your organisations
       to help embed the methods you use:
       • Training?
       • Coaching?
       • Templates?
       • Tailored guidance?
       • Centre of Excellence?

       Any challenges?

Copyright Novare Consulting
All Offer Elements to Help
   Embed Best Practice
                  Professional   P3M Training &
                  Memberships     Qualifications




                    Support,      Applying and
                   mentoring &    sharing P3M
                    coaching      Best Practice


Copyright Novare Consulting
A Centre of Excellence in the
       Cloud?




Copyright Novare Consulting
Centre of Excellence for P3M
       Practitioners
       • Real examples of documents
       • Lessons learned not just
         captured
       • Workflow to suit the
         organisation
       • Collaboration support
       • Continuous Professional
         Development
       • A community of best practice
         support

       • Anytime, any device,
         anywhere!
Copyright Novare Consulting
Project Information and
       Collaboration
                              • Key to support
                                projects
                              • Access to real life
                                information
                              • Project document
                                sharing
                              • Single source of
                                the truth
                              • Multiple devices

Copyright Novare Consulting
P3O Implementations
       Has anyone implemented the following to help with
       the management of P3M information:
       • Project Support?
       • Programme Offices?
       • Portfolio Offices?
       • PPM Software?

       Any challenges?


Copyright Novare Consulting
Level of Detail
         STRATEGIC            TACTICAL               OPERATIONAL
         Benefits             Project schedule       Task Progress
         Budgets              Resource plans         Effort & Cost capture
         Milestones           Cost performance       Material & Equipment
         Key risks            Float & contingency    Resource performance
                              Risks & Issues         Communications
                              Changes / Variations
                              Contract Management




Copyright Novare Consulting
Gathering Data on…
       •     Time incurred and forecast
       •     Costs incurred and forecast
       •     Quality Tests and their results
       •     Risks
       •     Benefits
       •     Changes to Scope
       •     Stakeholders
       •     And our Teams!


Copyright Novare Consulting
P3M Information for P3M
       Practitioners
       • Easy access to
                                         Costs
         documents and
         information
                              People              Time
       • Tracking all
         elements of P3M
         information:                    Scope

       • Anytime, any
                              Benefits           Quality
         device, anywhere!

                                          Risk


Copyright Novare Consulting
Progress Reporting – How?



                               Portfolio

                              Programme

                               Project

Copyright Novare Consulting
Progress Reporting – Ideal

    One simple system

                               Portfolio

                              Programme

                               Project

Copyright Novare Consulting
Verto Case Study – Peterborough 2008/9


                              People
           • New change programme

           • Lack of responsibility and
             ownership from some project
             managers
           • Lack of compliance with the
             Council’s PPM methodology

           • Absence of control and budget
             approvals



Copyright Novare Consulting
Verto Case Study – Peterborough 2008/9


                              Processes

        • Multiple documents containing
          project data
        • Requirement for double data entry
          by Programme Office
        • Absence of “live” data with delays in
          data entry -Increased risk of
          inaccurate/old data
        • Not all projects captured – missing
          information
        • Audit trail was often
          complicated/difficult to understand
        • Significant proportion of time spent
          on compilation of project reports
Copyright Novare Consulting
Verto Case Study – Peterborough 2008/9


                        Technologies

         • Limited project register via
           intranet, with restricted search
           facility




Copyright Novare Consulting
Peterborough - 2010 onwards


                              People

         • Increased accountability of
           project managers

         • Greater sharing of knowledge

         • Embedded the PPM
           methodology and change
           management culture




Copyright Novare Consulting
Peterborough - 2010 onwards


                          Processes

         • Easy to use system - complete
           programme overview with
           detailed project information –
           for all Council projects.
         • Access to live information
         • All project workflow on the
           system
         • The council’s gateway process
           is built in, with governance
           rating
         • In-built approval system

Copyright Novare Consulting
Peterborough - 2010 onwards


                   Technologies

          • A new programme
            management and project
            register solution developed
            Verto

          • Cloud-based system
            enables flexible/agile
            working and use with
            partner organisations




Copyright Novare Consulting
Home screen –   user defined
Programme overview screen




  27
Portfolio overview




  28
Approvals   (mandates, business cases & projects)
Risks screen




  30
Corporate Project Register status
Project timeline
Project milestones
Resources
Key Benefits
         Programme Office Savings of 25%
           •   Reduction of FTE’s trough improved administration
           •   All project workflow & approvals online
           •   Simplified online reporting
           •   Removal of data gathering & duplication in PMO
         Project delivery, 30% closure – major benefits
           • Real time visibility & status of all projects
           • Clear view of deliverables & interdependencies
           • Remedial action & early closure of poorly performing
             projects
         Collaboration
           • Verto Cloud User Community which enables the sharing of
             project information, lessons learnt, business cases, ROI
             information etc

Copyright Novare Consulting
In Summary

            Verto has embedded
            P3M methodology
            across the organisation

            Verto has helped to
            support the change
            culture
Copyright Novare Consulting
Some Verto users
VertoCloud – platform for collaboration




Copyright Novare Consulting
Any Questions?

Copyright Novare Consulting

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Best Management Practice in the Cloud (Sian Ferguson)

  • 1. Best Management Practice in the Cloud Copyright Novare Consulting
  • 2. Presentation Objectives • To appreciate some of the challenges of adopting best management practice • To explore what practitioners really need for their projects • To explain the potential of cloud based solutions to help build and sustain communities of PPM best practice • To gauge your appetite for such a solution! Copyright Novare Consulting
  • 3. Novare Consulting Services Connecting business to the P3M Resources they need • P3M Specialists • Tailored Training Programmes • Accredited Training Programmes • E-Learning Solutions • P3M Frameworks • Assist in building PPM Communities • Delivery Resources Copyright Novare Consulting
  • 4. Verto and VertoCloud Developed with Peterborough Council, Verto is a web based PPM hosted service, Manages all workflow from idea to closure VertoCloud is a free user service providing search, share and publish options for specific communities Copyright Novare Consulting
  • 6. Best Management Practice Methods Leading Business Strategy Portfolio Support Programme Deliver Risks Value Future Project Benefits IT Services Managing Business as Usual Copyright Novare Consulting
  • 7. Key Elements for P3O Models Centre of Excellence Project, Programme and Portfolio Information Copyright Novare Consulting
  • 8. Centre of Excellence & Best Practice Does your organisation use any of the following whether tailored or not: • PRINCE2? • MSP? • MOP? • P3O? • M_o_R Copyright Novare Consulting
  • 9. Embedding Best Practice Who has tried the following in your organisations to help embed the methods you use: • Training? • Coaching? • Templates? • Tailored guidance? • Centre of Excellence? Any challenges? Copyright Novare Consulting
  • 10. All Offer Elements to Help Embed Best Practice Professional P3M Training & Memberships Qualifications Support, Applying and mentoring & sharing P3M coaching Best Practice Copyright Novare Consulting
  • 11. A Centre of Excellence in the Cloud? Copyright Novare Consulting
  • 12. Centre of Excellence for P3M Practitioners • Real examples of documents • Lessons learned not just captured • Workflow to suit the organisation • Collaboration support • Continuous Professional Development • A community of best practice support • Anytime, any device, anywhere! Copyright Novare Consulting
  • 13. Project Information and Collaboration • Key to support projects • Access to real life information • Project document sharing • Single source of the truth • Multiple devices Copyright Novare Consulting
  • 14. P3O Implementations Has anyone implemented the following to help with the management of P3M information: • Project Support? • Programme Offices? • Portfolio Offices? • PPM Software? Any challenges? Copyright Novare Consulting
  • 15. Level of Detail STRATEGIC TACTICAL OPERATIONAL Benefits Project schedule Task Progress Budgets Resource plans Effort & Cost capture Milestones Cost performance Material & Equipment Key risks Float & contingency Resource performance Risks & Issues Communications Changes / Variations Contract Management Copyright Novare Consulting
  • 16. Gathering Data on… • Time incurred and forecast • Costs incurred and forecast • Quality Tests and their results • Risks • Benefits • Changes to Scope • Stakeholders • And our Teams! Copyright Novare Consulting
  • 17. P3M Information for P3M Practitioners • Easy access to Costs documents and information People Time • Tracking all elements of P3M information: Scope • Anytime, any Benefits Quality device, anywhere! Risk Copyright Novare Consulting
  • 18. Progress Reporting – How? Portfolio Programme Project Copyright Novare Consulting
  • 19. Progress Reporting – Ideal One simple system Portfolio Programme Project Copyright Novare Consulting
  • 20. Verto Case Study – Peterborough 2008/9 People • New change programme • Lack of responsibility and ownership from some project managers • Lack of compliance with the Council’s PPM methodology • Absence of control and budget approvals Copyright Novare Consulting
  • 21. Verto Case Study – Peterborough 2008/9 Processes • Multiple documents containing project data • Requirement for double data entry by Programme Office • Absence of “live” data with delays in data entry -Increased risk of inaccurate/old data • Not all projects captured – missing information • Audit trail was often complicated/difficult to understand • Significant proportion of time spent on compilation of project reports Copyright Novare Consulting
  • 22. Verto Case Study – Peterborough 2008/9 Technologies • Limited project register via intranet, with restricted search facility Copyright Novare Consulting
  • 23. Peterborough - 2010 onwards People • Increased accountability of project managers • Greater sharing of knowledge • Embedded the PPM methodology and change management culture Copyright Novare Consulting
  • 24. Peterborough - 2010 onwards Processes • Easy to use system - complete programme overview with detailed project information – for all Council projects. • Access to live information • All project workflow on the system • The council’s gateway process is built in, with governance rating • In-built approval system Copyright Novare Consulting
  • 25. Peterborough - 2010 onwards Technologies • A new programme management and project register solution developed Verto • Cloud-based system enables flexible/agile working and use with partner organisations Copyright Novare Consulting
  • 26. Home screen – user defined
  • 29. Approvals (mandates, business cases & projects)
  • 31.
  • 36. Key Benefits Programme Office Savings of 25% • Reduction of FTE’s trough improved administration • All project workflow & approvals online • Simplified online reporting • Removal of data gathering & duplication in PMO Project delivery, 30% closure – major benefits • Real time visibility & status of all projects • Clear view of deliverables & interdependencies • Remedial action & early closure of poorly performing projects Collaboration • Verto Cloud User Community which enables the sharing of project information, lessons learnt, business cases, ROI information etc Copyright Novare Consulting
  • 37. In Summary Verto has embedded P3M methodology across the organisation Verto has helped to support the change culture Copyright Novare Consulting
  • 39. VertoCloud – platform for collaboration Copyright Novare Consulting