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             Auditing & Compliance     Risk Identification


Visibility                                                   Knowledge
& Control                                                    Enablement




          Issue
       Management                                     Communications &
                                                          Morale
                           Process Enforcement
                              & Management



                                                 Enable | Innovate | Succeed
Presentation Take-Away
At the end of this presentation you will
understand about Automated Project
Office (APO):

•   What APO does
•   Where APO fits
•   What APO will do for you
•   What APO costs you in time and money



                                                         1



                               Enable | Innovate | Succeed
Executive Questions
• Are you comfortable that IT can
  successfully deliver the projects your
  business needs?
• Do you experience surprises of
  significance in your business?
• Are you being told everything is OK
  only to find out later otherwise?
• Do you receive inconsistent
  information from your organization?
• Are your processes being followed
  consistently?
• Do you have open and frequent
  communication with your stake
  holders and project team?

                                           Enable | Innovate | Succeed
What Do Successful Projects Mean
to Your Business?
• Job security from performance excellence
• Control projects through real-time
  knowledge (No one can BS you.)
• Market share
• Growth
• Top line revenue
• Cost cutting
• Competitive advantage
• Customer satisfaction                                 3




                              Enable | Innovate | Succeed
What Does APO Do?
• Visibility
   – See all of the project information needed
   – View performance outcomes AND participant feedback
     on key conditions
• Control
   – Reinforce expected behaviors
   – Monitor exceptions to expected behaviors (procedures,
     processes, interactions)
• Optimization
   – Identify conditions that impact productivity
   – Incorporate productivity improvements into future planning
   – Predictive analytics drive improved project outcomes
Project Success Made Easier!                                          4




                                            Enable | Innovate | Succeed
Where Does APO Fit?




                                                5




                      Enable | Innovate | Succeed
Levels of Project Portfolio Planning
and Tracking


                        Strategic Goals, Financial Constraints
 Business Management
                            Business Plans, Budgets
 Portfolio Management
                                 Cost, Schedule, Quality

 Project Management
                                 Participant Feedback

                                                                           6




                                                 Enable | Innovate | Succeed
Products Supporting State of the
Practice Project Management


                        Strategic Goals, Financial Constraints
                              HP PPM Center, Planview
 Business Management
                              Enterprise, etc.
                             Business Plans, Budgets
 Portfolio Management
                                    MS Project,
                                 Cost, Schedule, Quality
                                    Primavera, etc.
 Project Management
                                 Participant Feedback
                                        Nothing!!

                                                                               7




                                                 Enable | Innovate | Succeed
APO Provides Effective, Efficient
Participant Feedback


                        Strategic Goals, Financial Constraints
 Business Management
                            Business Plans, Budgets
 Portfolio Management
                                 Cost, Schedule, Quality

 Project Management
                                 Participant Feedback
                                                                            8




                                                  Enable | Innovate | Succeed
APO Consolidates Backward-
Looking Project Data with Forward-
Looking Project Data

                        Strategic Goals, Financial Constraints
 Business Management
                            Business Plans, Budgets
 Portfolio Management
                                 Cost, Schedule, Quality

 Project Management
                                 Participant Feedback



                                                                                 9




                                                   Enable | Innovate | Succeed
APO Provides Results on Dashboard




         Configurable to Meet Individual Needs


                                                                10




                                      Enable | Innovate | Succeed
APO Offers Deep-Dive Capability




             Revealing Actionable Conditions



                                                          11




                                 Enable | Innovate | Succeed
APO Predictive Analytics
• Predictive measures of project success
• Based on published IT industry studies of project
  performance research
   – Leon Kappelman
   – Mary Sumner
   – Capers Jones
• Four Key Measures:
   – RPL – Rework Prevention Level
   – SMART – Clarity of Task Assignments (Specific, Measurable,
     Accountable, Relevant, Timely)
   – PAL – Process Adherence Level
   – SMPL – Senior Management Participation Level


                                                Enable | Innovate | Succeed
APO Predictive Analytics Overview




                                                 12




                        Enable | Innovate | Succeed
RPL - Rework Prevention Level




                                                 13




                        Enable | Innovate | Succeed
SMART – Clarity of Task Assignments




                                                 14




                        Enable | Innovate | Succeed
PAL – Process Adherence




                                               15




                      Enable | Innovate | Succeed
SMPL – Senior Management
Participation




                                                16




                       Enable | Innovate | Succeed
Automated Project Office:
Comprehensive Project Management




                                                17




                       Enable | Innovate | Succeed
APO By The Numbers –

You Can Achieve:
• Reduce rework by up to 40%
• Reduce time spent on status reporting and analysis
  by up to 2 hours per person/week
• Improve productivity up to 30% through process
  optimization




                                                              18




                                     Enable | Innovate | Succeed
How Does APO Do It?
• Enables you to manage your staff to realize
  the value. Specifically:
   – Drives early visibility of potential issues,
     risks and root causes
   – Enforces defined processes
   – Leverages historical trends, data, and
     metrics to spot anomalies
   – Accelerates the implementation
     of enterprise standards / best practices




                                          Enable | Innovate | Succeed
What Does APO Cost?
• $5,000 per month for first 10 named users and 100
  concurrent projects, volume discounts apply
• $5,000-$25,000 one-time implementation fee
  (depending on scope)
• 2-4 hours of your time for requirements definition
• 2-4 hours of your team’s time for training
• 5-10 minutes/week per team member/stakeholder
• 1-2 hours/week for your system administrator

• CAI will do all administration, follow up & basic
  status reporting for additional $1,500 per month*
*Price will vary based on volume of projects & scope of service.                    20




                                                          Enable | Innovate | Succeed
APO Implementation

•   Typical implementation 30 days
•   Software as a Service Offering (SAAS)
•   2-4 hours of your time to define requirements
•   4-8 hours of your team’s time per interface
•   2-4 hours of your team’s time for training




                                                             21




                                   Enable | Innovate | Succeed
Next Steps
• Business case:
  – ROI discussion
• Begin implementation




                                                   22




                         Enable | Innovate | Succeed

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CAI APO Overview

  • 1. Discover the Solution! Auditing & Compliance Risk Identification Visibility Knowledge & Control Enablement Issue Management Communications & Morale Process Enforcement & Management Enable | Innovate | Succeed
  • 2. Presentation Take-Away At the end of this presentation you will understand about Automated Project Office (APO): • What APO does • Where APO fits • What APO will do for you • What APO costs you in time and money 1 Enable | Innovate | Succeed
  • 3. Executive Questions • Are you comfortable that IT can successfully deliver the projects your business needs? • Do you experience surprises of significance in your business? • Are you being told everything is OK only to find out later otherwise? • Do you receive inconsistent information from your organization? • Are your processes being followed consistently? • Do you have open and frequent communication with your stake holders and project team? Enable | Innovate | Succeed
  • 4. What Do Successful Projects Mean to Your Business? • Job security from performance excellence • Control projects through real-time knowledge (No one can BS you.) • Market share • Growth • Top line revenue • Cost cutting • Competitive advantage • Customer satisfaction 3 Enable | Innovate | Succeed
  • 5. What Does APO Do? • Visibility – See all of the project information needed – View performance outcomes AND participant feedback on key conditions • Control – Reinforce expected behaviors – Monitor exceptions to expected behaviors (procedures, processes, interactions) • Optimization – Identify conditions that impact productivity – Incorporate productivity improvements into future planning – Predictive analytics drive improved project outcomes Project Success Made Easier! 4 Enable | Innovate | Succeed
  • 6. Where Does APO Fit? 5 Enable | Innovate | Succeed
  • 7. Levels of Project Portfolio Planning and Tracking Strategic Goals, Financial Constraints Business Management Business Plans, Budgets Portfolio Management Cost, Schedule, Quality Project Management Participant Feedback 6 Enable | Innovate | Succeed
  • 8. Products Supporting State of the Practice Project Management Strategic Goals, Financial Constraints HP PPM Center, Planview Business Management Enterprise, etc. Business Plans, Budgets Portfolio Management MS Project, Cost, Schedule, Quality Primavera, etc. Project Management Participant Feedback Nothing!! 7 Enable | Innovate | Succeed
  • 9. APO Provides Effective, Efficient Participant Feedback Strategic Goals, Financial Constraints Business Management Business Plans, Budgets Portfolio Management Cost, Schedule, Quality Project Management Participant Feedback 8 Enable | Innovate | Succeed
  • 10. APO Consolidates Backward- Looking Project Data with Forward- Looking Project Data Strategic Goals, Financial Constraints Business Management Business Plans, Budgets Portfolio Management Cost, Schedule, Quality Project Management Participant Feedback 9 Enable | Innovate | Succeed
  • 11. APO Provides Results on Dashboard Configurable to Meet Individual Needs 10 Enable | Innovate | Succeed
  • 12. APO Offers Deep-Dive Capability Revealing Actionable Conditions 11 Enable | Innovate | Succeed
  • 13. APO Predictive Analytics • Predictive measures of project success • Based on published IT industry studies of project performance research – Leon Kappelman – Mary Sumner – Capers Jones • Four Key Measures: – RPL – Rework Prevention Level – SMART – Clarity of Task Assignments (Specific, Measurable, Accountable, Relevant, Timely) – PAL – Process Adherence Level – SMPL – Senior Management Participation Level Enable | Innovate | Succeed
  • 14. APO Predictive Analytics Overview 12 Enable | Innovate | Succeed
  • 15. RPL - Rework Prevention Level 13 Enable | Innovate | Succeed
  • 16. SMART – Clarity of Task Assignments 14 Enable | Innovate | Succeed
  • 17. PAL – Process Adherence 15 Enable | Innovate | Succeed
  • 18. SMPL – Senior Management Participation 16 Enable | Innovate | Succeed
  • 19. Automated Project Office: Comprehensive Project Management 17 Enable | Innovate | Succeed
  • 20. APO By The Numbers – You Can Achieve: • Reduce rework by up to 40% • Reduce time spent on status reporting and analysis by up to 2 hours per person/week • Improve productivity up to 30% through process optimization 18 Enable | Innovate | Succeed
  • 21. How Does APO Do It? • Enables you to manage your staff to realize the value. Specifically: – Drives early visibility of potential issues, risks and root causes – Enforces defined processes – Leverages historical trends, data, and metrics to spot anomalies – Accelerates the implementation of enterprise standards / best practices Enable | Innovate | Succeed
  • 22. What Does APO Cost? • $5,000 per month for first 10 named users and 100 concurrent projects, volume discounts apply • $5,000-$25,000 one-time implementation fee (depending on scope) • 2-4 hours of your time for requirements definition • 2-4 hours of your team’s time for training • 5-10 minutes/week per team member/stakeholder • 1-2 hours/week for your system administrator • CAI will do all administration, follow up & basic status reporting for additional $1,500 per month* *Price will vary based on volume of projects & scope of service. 20 Enable | Innovate | Succeed
  • 23. APO Implementation • Typical implementation 30 days • Software as a Service Offering (SAAS) • 2-4 hours of your time to define requirements • 4-8 hours of your team’s time per interface • 2-4 hours of your team’s time for training 21 Enable | Innovate | Succeed
  • 24. Next Steps • Business case: – ROI discussion • Begin implementation 22 Enable | Innovate | Succeed