PMOpartners is a consulting firm specialized in project management. They provide solutions using Daptiv, a leading project portfolio management software. Daptiv allows organizations to manage projects, programs, resources, budgets and dashboards. It provides visibility and automation to support strategic decision making. PMOpartners implements Daptiv for clients and provides services around portfolio management, project management and IT service management. Their case studies show how Daptiv has helped organizations control budgets, standardize processes and gain visibility into projects and portfolios.

1. www.pmopartners.es
MADRID – BARCELONA – BILBAO – LISBON – DOHA
MAKING PROJECTS REAL
Daptiv
• Who we are
• Daptiv
• Daptiv Express
• Case Studies

2. DAPTIV Presentation © PMOpartners
Who we are
PMOpartners is a consulting firm specialized in Project Management, providing pragmatic
solutions for all types of projects, industries and clients.
Our team stands out for its experience, flexibility and the pursuit of tangible results in all
stages of project life-cycle.
Main Office
Commercial Presence
Expansion Plan
Commercial presence and expansion plan
Lisboa
Barcelona
Bilbao
Doha
Our network of partner allows us to manage and deliver projects in Spain, Portugal, Italy,
Middle East and North Africa.
2
Madrid

3. DAPTIV Presentation © PMOpartners
Our Services
3
Investment optimization through
professional Portfolio & Project
management as well as information
automation for better decision-taking.
Quality Management/ IT
Productivity Office (QMO)
Change Management and Training
Application Quality
Management
You can choose to hire our team a) for all services of an area or b)
for a particular phase of the process
• Maturity Assessment
• Processes & Methodology Definition & Improvement
• Service catalogue definition aligned with corporate objectives
Service Management Office
(SMO)
Portfolio & Project
Management
Value and efficiency improvement
of software deliverables through
comprehensive support, from
requirement definition to final
delivery, aligning corporate and IT
objectives.
IT services value and visibility
increase of IT services through
business value oriented
management.
PPM, QM/ALM & ITSM Tool Selection
Enterprise Portfolio Management Office
(EPMO)
Program/Project Management Office
IT Service
Management

4. DAPTIV Presentation © PMOpartners
• On- Demand PPM Solution Leader :
More than 15 years experience in
marketplace.
• + 100.000 users around the world.
• + 600 customers have improved their
strategic planning and business
execution with Daptiv.
• SaaS Solution and Business Model
designed to adapt to your
organization.
1
Leadership 2
Ease of
use &
Adoption
4
Flexibility
(Codeless)
6
24x7
Support
7
Security &
SLA
8
Easy &
Proven
integration
9
Powerful
Work
Intelligence
5
Low cost
on Entry &
Exit
Barrier
10
Mobile
APP’s
3
Business
focused
Daptiv PPM: 10 reasons to use it
4
“Transforming to Win”
Here are some reasons why hundreds of organizations have chosen Daptiv to manage the
results of their organizations:

5. DAPTIV Presentation © PMOpartners
BUSINESS ISSUE
Frequently, companies have
management difficulties due to
lack of visibility and agility
when they need to analyze
their portfolio status.
Daptiv is the “single source of truth “
for all data related to projects,
automates processes and makes it
easier to take decisions whilst
minimizes errors.
Daptiv
5
Daptiv is the industry leader
solution for Project, Program
and Portfolio Management with
a dynamic and consistent
approach.
The solution centralizes data,
homogenizes information and
allows to obtain different
perspectives that facilitate both
strategic decision making and
daily business operations.
Dashboards
Financial
Management
Resource
Management
Collaboration
Project Life Cycle
Demand
Management
Initiatives
Portfolio
Strategic Objectives
Technical
Management

6. DAPTIV Presentation © PMOpartners
Daptiv: Demand Management
6
Daptiv PPM allows to collect and
classify initiatives and ideas as
well as their further evaluation
and approval.
Facilitates decision making by
prioritizing demand, based on
more valuable company needs:
• Optimizes budget allocation
between different strategic
objectives of the company.
• Helps to improve resource
planning from long to short
term.
Technical
Management
Financial
Management
Resource
Management
Cpllaboration
Project life cycle
Demand
Management
Initiatives

7. DAPTIV Presentation © PMOpartners
Daptiv: Project Life Cycle
7
Project Management Life Cycle
includes technical, resource,
financial and knowledge
management for each project,
supporting:
• Daptiv customization
according to your
methodology and business
processes or vice versa.
• Portfolio visibility
improvement with Daptiv
Work Intelligence.
• Document and knowledge
management.
• Continuous improvement
through a flexible tool that
grows up easily with your
organization.
Technical
Management
Financial
Management
Resource
Management
Cpllaboration
Project life cycle
Demand
Management
Initiatives

8. DAPTIV Presentation © PMOpartners
Daptiv: Technical Management
8
For Project Managers, Daptiv
provides detailed tracking of
each project:
• Allows the definition of
project scope through
requirements and
deliverables.
• Performs management and
change control.
• Identifies and monitors risks
and issues.
• Controls project plan and
detours through baselines,
displaying a Gantt chart with
integrated with Resources
Management data.
Technical
Management
Financial
Management
Resource
Management
Cpllaboration
Project life cycle
Demand
Management
Initiatives

9. DAPTIV Presentation © PMOpartners
Daptiv: Financial Management
9
Daptiv PPM enables financial
management in companies by :
• Planning and allocating
resources which provides an
estimate budget (revenue
and cost).
• Manage external costs and
operating expenses as well
as purchases for the project.
• Supports Billing Plan (if
required).
• Automatic calculation of key
financial indicators: ETC,
EAC, Profitability, ROI,
Payback ...
Technical
Management
Financial
Management
Resource
Management
Cpllaboration
Project life cycle
Demand
Management
Initiatives

10. DAPTIV Presentation © PMOpartners
Daptiv: Resource Management
10
Capacity Planner is designed to
give resource managers the
ability to compare resource
requests with corporate capacity
and enables to establish several
scenarios:
• Displays resource utilization
by Resource type.
Through Team Manager, Daptiv
allows to:
• Manage resources’
availability, including non
working days/periods
(holidays, permissions,…)
• Approve or decline resource
requests.
Technical
Management
Financial
Management
Resource
Management
Cpllaboration
Project life cycle
Demand
Management
Initiatives

11. DAPTIV Presentation © PMOpartners
Daptiv: Collaborative tools
11
Daptiv PPM is a collaborative
tool that enables safe
communication between
members of the project
In order to achieve this objective
Daptiv provides different tools:
• News.
• Polls.
• Discussions.
• Lessons Learned.
Document Manager allows
approval and versioning of
documents, enables access
control and searches by name
and content, organizing the data
through taps.
Technical
Management
Financial
Management
Resource
Management
Cpllaboration
Project life cycle
Demand
Management
Initiatives

12. DAPTIV Presentation © PMOpartners
Daptiv: Dashboards (I)
12
Daptiv PPM provides the ability
to develop custom reports that
supports corporate data
analysis (Work Intelligence ™).
Reports can be web dashboards
and interactive reports.
They also help to track key
business indicators:
• Monitoring compliance with
Business Objectives.
• Monitor and control KPI’s.
• Monitoring Project history
from different perspectives
(status, budget, priority,
value, risk, etc..).
Technical
Management
Financial
Management
Resource
Management
Collaboration
Project Life Cycle
Demand
Management
Initiatives

13. DAPTIV Presentation © PMOpartners
Daptiv: Dashboards (II)
13
They can be scheduled to be
sent automatically by email
and/or exported in several
formats (Excel, CSV, PDF, HTML,
etc..)
Besides financial control, you
can perform multiple analysis:
• Track deliverables or
milestones.
• Portfolio analysis over time,
to predict future trends or
avoid bottlenecks.
• Project, Program and
Portfolio Risk Management.
• Quality control.
• Lessons Learned.
Technical
Management
Financial
Management
Resource
Management
Collaboration
Project Life Cycle
Demand
Management
Initiatives

14. DAPTIV Presentation © PMOpartners
PLANTEAMIENTO DEL PROBLEMA
1. Pre-customized solution with best practices
to adapt and grow in your business.
2. Operative and automated Management
Methodology from day one.
3. Decision-making visibility for your business.
Customization UsabilityDiffusion
ü Incorporate Daptiv in
your day to day basis.
ü Introduce your customers
and suppliers.
ü Learn how to use it
and customize it.
ü Customize Daptiv with your
corporative guidelines.
ü Ready in 2 weeks
time.
Daptiv Express
14
• Inefficient management
processes.
• Overload of projects.
• Lack of visibility.
• Need for an immediate
solution.
BUSINESS ISSUE

15. DAPTIV Presentation © PMOpartners
PLANTEAMIENTO DEL PROBLEMA
SMB
15
Evaluation Planning
Development
& Control
Closure Dashboards
Project Management
Portfolio
Management
Demand
Management
Detailed visibility - Daily Management Aggregated visibility
Management model for SMBs based on three functional blocks. Reporting includes both
project and portfolio management.

16. DAPTIV Presentation © PMOpartners
PLANTEAMIENTO DEL PROBLEMA
PSA
16
PMOpartners Professional Services solution is the right tool for enterprise management in
services organizations because it includes not only CRM to manage opportunities, leads and
customers, but also ERP capabilities (invoicing, expenses, holidays ...).
Strategic
Objectives
Opportunity
Sale
Monitor & Control
Benefits
CRM ERP
PPM

17. Case Study
Customer
Business
Need
Benefits
Scope
Team
DaptivPPM
Functionality
DAPTIV Presentation © PMOpartners
Coaching y
formación
Modelo
Gestión 5PK
Dirección
Proyectos
Herramienta
PPM
• IT Governance Model & Methodology Automation.
• Budget (CAPEX & OPEX) control.
• Demand & Project Management.
• Budget control (Corporation & Business Units).
• Standardized Portfolio & Project Management.
• Knowledge Management in a single repository.
• Easy management of R&D projects.
• 1 Project Manager.
• 2 Daptiv Consultants.
• Aggregated Portfolio Dashboard.
• Project Management (Scope, Schedule and Risks).
• Knowledge Management.
• Demand Management.
• IT Hardware renewals & purchases control.
• Budget & expenditure monitoring.
17

18. Case Study
Customer
Business
Need
Benefits
Scope
Team
DaptivPPM
Functionality
DAPTIV Presentation © PMOpartners
• IT Development Portfolio Management.
• Strategic Initiatives control.
• Efficiency enhancements and avoid PMO bottleneck.
• Budget Control.
• Project & Portfolio Management.
• Identification, assessment and prioritization of projects.
• Portfolio and project approval.
• Budgeting Processes Management.
• KPI’s tracking for project, portfolio and provider.
• Automated and consistent reports.
Coaching y
formación
Modelo
Gestión 5PK
Dirección
Proyectos
Herramienta
PPM
• Integrity and consistency of project information.
• Optimization through access to a single source.
• Increase of autonomy of project managers.
• Use of common information with different views and levels of aggregation.
• 1 Project Management (partial).
• 1 Consultant Daptiv.
• 1 Reports Expert.
18

19. Case Study
Customer
Business
Need
Benefits
Scope
Team
DaptivPPM
Functionality
DAPTIV Presentation © PMOpartners
• Budget & Invoicing monitoring.
• Detail Project Management Methodology.
• IT suppliers control.
• Aggregated Project Dashboard (Board of Directors, PMO, Project Manager).
• Project Financial Management.
• Project Management (Scope, Schedule and Actions).
• Knowledge Management.
• Timesheet control.
Coaching y
formación
Modelo
Gestión 5PK
Dirección
Proyectos
Herramienta
PPM
• Rapid visibility over projects data & results obtained.
• PMO as a support department and methodology owner.
• Daptiv PPM as a driver of a new IT management model.
• Supplier involvement as a key factor to success.
• 1 Project Manager.
• 1 Daptiv Consultant.
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20. DAPTIV Presentation © PMOpartners
More than 5.000 users enjoy Daptiv PPM in Europe.
European references
France
+ 1000 users
Central Europe
+ 2700 users
United Kingdom
+ 1500 users
20
Iberian peninsula
+250 users

21. DAPTIV Presentation © PMOpartners
+100.000 users of Daptiv PPM around the world.
Main references
Financial
Services
Healthcare
Consumer
Goods
Services
Education &
Government
Industrial
21

22. Contact
Avda. Concha Espina 63,
5ª Planta Madrid
Tel.: 911697464
Mail: info@pmopartners.es
www.pmopartners.es