Presentation on how UMT360 is Helping Companies Take Project Server to a New Level. UMT360 is the only enterprise portfolio management solution built on SharePoint with seamless Project Server integration. Hear the presentation at http://bit.ly/SzhgMO

1. Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
From PPM to Enterprise Portfolio Management.
See How UMT360 is Helping Companies Take
Project Server to a New Level
Ben Chamberlain, Chief Product & Marketing Officer
Catalin Olteanu, President

2. 2010
Partner of the Year
In Program and
Portfolio Management
2012
Visionary
In the Magic Quadrant
for Integrated IT
Portfolio Analysis
2013
Partnerof the Year
In Project and
Portfolio Management
2012
Cool Vendor
In Program and
Portfolio Management
2013
Visionary
In the Magic Quadrant
for Integrated IT
Portfolio Analysis
Consistent Innovation and Excellence

3. Key Takeaways:
1) Enterprise Portfolio
Management will help you take
your PMO to the Next Level
2) Portfolio Integration & Financial
Intelligence are key to making
smarter investment decisions
3) UMT360 is the only Enterprise
Portfolio Management solution
built for SharePoint & Project
Server

4. $0.00
$0.40
$0.80
$1.20
$1.60
$2.00
2011 2012 2013 2014
Operational costs limit innovation
Run
RunThe Gap is
Growing!
Grow &
Transform
Grow &
Transform

5. $0.00
$0.40
$0.80
$1.20
$1.60
$2.00
2011 2012 2013 2014
Operational costs limit innovation
Run
Closing the
Gap!
Grow &
Transform
RunRun
Grow &
Transform

6. Business Process /
Capability
Application
IT ServicesProjects
Maintenance
Portfolio Relationships & Financials Intelligence is
Key!
$
$
$
Application
IT ServicesProjects
Maintenance
$
$
$
$ $
$
Integrate
Business &
IT
Portfolios
Drive
Complete
Financial
Transparency
Assets &
Projects are
Business
Investments
Synchronize
Roadmaps &
Gauge Cross
Portfolio
Impact

7. Traditional PPM is Failing to Deliver Anticipated
Results
18%
43%
33%
33%
Of projects fail to
get implemented
Of completed
projects have cost
overruns
Of all projects are
delivered late or over
budget
Of projects do not
meet their goals or
business intent
Gartner
PMI
Standish Group
Standish Group
46%
Unrealized
Business
Value
Realized
Business
Value

8. Trifecta of Business Value Erosion
46%
Unrealized
Business
Value
Realized
Business
Value
PPM+

9. UMT360 – Enterprise Portfolio Mgmt.
Digitalize Investment Planning & Controls
Financial Transparency
Connected Enterprise Portfolio Intelligence
Synchronize Roadmaps
PPM+
PPM+
PPM+
Financial Intelligence
Application Portfolios
IT Business Mgmt.
UMT360 Solutions
in the Magic Quadrant for
Integrated IT Portfolio Analysis (IIPA).
Visionary
2013 in Project and
Portfolio Management.
Partner of the Year
2013 in Program and
Portfolio Management.
Cool Vendor
2012

11. Failure to Integrate Financial Mgmt. & PPM
• Disconnected, error
prone and cumbersome
• Difficult to standardize
& govern project
budgeting & tracking
• Provides the ‘chart of
accounts’ view
needed by the finance
team
• Fails to deliver the
complete financial
transparency needed
by PPM teams
• Provides strong project
& resource
management
capabilities
• Lacks the sophistication
needed to effectively
control project and
portfolio financials
X

12. Investment
Governance
& Controls
Business
Case
Analysis
Allocation &
Funding
Cost
Tracking&
Variance
Analysis
Change
Request
Mgmt.
ERP
Connector /
Integration
Program
Mgmt.
Chargeback
Reporting
Benefits
Realization
Financial
Dashboards
& Reports
Performance
Metrics
Cross
Portfolio
Mappings
UMT360 - Project Financial Intelligence
Integrated Project & Portfolio Financial Controls

13. Demo

14. Integrate with LoB
Systems & Automate
Reports
Analyze & Optimize
Capital Spend
Establish Benefits
Realization Framework
Phase 1 Phase 2 Phase 3 Phase 4
PortfolioROIImprovement(0to12%)
IncreaseFinancialMaturityLevel(1to5)
12% -
9% -
6% -
3% -
- Level 5
- Level 4
- Level 3
- Level 2
Integrated Project & Portfolio Financial Controls12%
More ROI from
your strategic
portfolios

16. 35%
92%
46%
1.37
of IT spend is
associated with
running and evolving
applications
of the total
application spend is
dedicated to
maintaining
applications
of an application’s
total cost of
ownership occurs
after it has been
implemented
Is the average
application portfolio
mgmt. maturity level
for companies
Rationalize & Modernize Your Application Portfolio

17. APM
Maintain
Catalog
Analyze
Portfolio
Build
Roadmaps
Measure
Portfolio
PPM
Execute
Projects
Build
Business
Case
Select
Portfolio
Plan
Portfolio
Drive Higher Quality
of IT Demand
Update Application
Inventory & Track
Results
Important Synergies between APM & PPM

18. Application
Catalog
Portfolio
Analytics
Cost
Takeouts &
Benefits
Realization
Performance
Metrics
Chargeback
Reporting
Cost
Tracking &
Variance
Analysis
Demand
Generation
Budgeting, T
CO &
Funding
Application
Roadmaps
Change
Mgmt.
Dashboards
& Reports
Investment
Governance
& Controls
UMT360- Integrated APM & PPM
Get More Business Value from your Applications

19. Demo

20. IT Financial Management
30 Days 60 Days 90 Days 120 Days
IT Project Portfolio Management
Application Portfolio Management
Service Portfolio Management
IntegratedITPortfolio
ManagementCapabilities
A Phased Approach Yields Results

21. Built on SharePoint with Seamless
Integration with Project

22. Traditional PMO Enterprise PMO
Investment Focus
Responsible for discretionary spend for
projects
Visibility across all spend, both lights-on
and discretionary
Portfolio Focus
Responsible for managing project
portfolios only
Responsible for integrating all portfolios
and mapping to business capabilities
Innovation & Portfolio Selection
Demand is consolidated from bottom up
requests from across the business
Higher quality demand is generated from
analysis of business capabilities /
products
Funding & Allocation
Funding allocated by department and
organization utilizes an annual planning
model
Funding allocated by business capabilities
and teams empowered to adopt a dynamic
planning model
Portfolio Tracking & Measurement
A tactical focus on managing schedules,
resources and scope
More emphasis on tracking project
financial performance & maximizing ROI
across the investment portfolio
Benefits Tracking
Based on project level ROI and often no
process for tracking actual benefits
Benefits realization framework
established at program or capability level
Take Your PMO to a New Level

23. Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
Thank You
Visit www.UMT360.com to learn more.
Ben Chamberlain
UMT360 Chief Product & Marketing Officer
ben.chamberlain@umt360.com