Automated Project Office

 HAVE YOU EVER BEEN SURPRISED BY
SOMETHING OF SIGNIFICANCE IN YOUR
BUSINESS?

Control | Governance | Enable | Innovate& Visibility
Communications | Succeed

 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?


Established Concept:

Control
Governance
Communications and Visibility


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


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


Management Knowledge
Manager

Best Practices ??
Individuals
Expert Knowledge ??
Etc.

Individual
Activity


Leveraged Knowledge
O
Manager
c
c
a
s
s

Quality i Individuals
o
Assurance
n
a
l

R
e
v
Activity
i
e
w


Leveraged Knowledge
K K
Organizational External
Knowledge Knowledge

Manager -Experts

O -Consultants
c -BPs
c
a
s

Quality
s
i Individuals
Assurance o
n
a
l

R
e
v
i Activity
e
w


Imagine if…


CAI’s Goal:
Create an automated system that ensures
“management, visibility, control, and
governance”
actually are occurring !!

At all times !


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


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.

Communications | Succeed 12

Control| Governance | Communications & Visibility

Discover Automated Project Office (APO):
Control
Governance
Communications and Visibility

Always Occurring!


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


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


How Does APO Work?

 APO acts as a “control room”,
providing automated analysis and
diagnostics for each one of your
projects, large and small.


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.


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.


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.


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.


Key Components


Cost Management
Clarity
Schedule Management

Scope Management

Quality Management

Risk Management

APO
HR Management

Procurement Management

Communications Management

Report Through Either Application (Clarity
or APO)

Control | | Governance | Communications|& Visibility
Control Governance | Enable | Innovate& Visibility
Communications Succeed

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.


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


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.


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.


Automated Project Office

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