This PPT was part of a presentation by Gartner Research VP Donna Fitzgerald and UMT360's Chief Product and Marketing Officer Ben Chamberlain during which they discussed emerging PPM trends for 2014 including what PPM leaders should be prepared for, why companies are moving toward enterprise portfolio management and what this means for the PMO. View the presentation at http://www.bit.ly/1jdqqdp

1. Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
google.com/+UMT360
Gartner Shares the Most Important PPM Trends for 2014
• Donna Fitzgerald
Gartner Research VP, Program & Portfolio Mgt.
• Ben Chamberlain
UMT360 Chief Product & Marketing Officer

2. Donna Fitzgerald
• Gartner Research VP focused on Project &
Portfolio Management
• Combines a unique blend of thought
leadership & industry practitioner experience
Ben Chamberlain
• UMT360 Chief Product & Marketing Officer
• Over 12 years experience of building Portfolio
Management solutions on-top of the
Microsoft platform

3. The Value Driven Future

4. The bridge can be built by focusing
on Value & better Portfolio Management
80% of
PMOs are
below level 3

5. The
competitive
landscape is
in constant
Flux
Organizations
have already
taken all the
easy cost
reductions
The focus
shifts to
competitive
advantage
This makes
the success of
the planned
investment
more
important
Success
therefore isn’t
completion of
the project –
it is Value
Generated
Value
Generated
requires the
project to
deliver the
things that
enable the
value
generation
Maximum
Value
Generation
generally
entails
CHANGE
Unless you know to look for it…
You won’t see the impact of these
changes until your organization
has passed step 4
Then by the time You
see the need to change
it’s too late…

6. 6
“I don’t want to see anything about on-time and on-budget
in your reports. Going forward it’s all about value delivered”
Midwestern insurance company CIO
Resources
• Tacit Knowledge
• Thought Leadership
• Commissioned
Research
Curriculum
• Outcome driven
• Execution alternatives
Member Success
• Respect as measured
by press
• Good Compensation
ValueChain

8. Portfolio
Focus
Financial
Focus
Product
Focused
Value

10. The Value Based
Portfolio Transcends
IT

11. IT Centered
Projects
Benefit Centered
Business Projects
Accounting for Value
Enterprise Portfolio
Roadmaps & Blue Prints
S/W Product Development

12. Benefits Realization Plan
Program Plan
Results
Chain

13. Strategy A Strategy B Strategy C Strategy D
Finance Project 1
Project 5
Project 10
Project 4
Customer Facing Project 3
Project 12
Process
Improvement
Project 2
Project 9
Project 8
Project 13
Project 11
Project 14
Project 6
Project 15
Innovation/
Learning and Growth
Project 7
And no – this isn’t short term thinking – This is real prioritization

14. This is a simultaneous
equation requiring
optimizing for
Maximum Value across
competing priorities.
Finally remember…
It’s you, rather than
Management, who is
responsible for the
analysis

16. Re-orient Your PMO to
Successfully Cross the
Chasm

18. • Today everything is either a Project or it’s operations
• Tomorrow there will be:
• Programs for large change
• Projects for Intra-organizational change (which includes IT)
• New Product Develop Efforts for software that touches the customer (and
might produce revenue)
• Product Releases for continuous change to maintain business capabilities
• Continuous change efforts (Kaizan, Workouts) and IT bug fixing
• Initiatives – speculative, exploratory work that might produce something new
but also might determine that something shouldn’t be done.

19. Operations/
Production
Product Dev &
Evolving
Shared
Value chain
Control
&compliance
Corporate
CAPEX
Emergent
Responses
within
SBUs &
Functions

22. Enterprise Portfolio Management
Take Your PMO to a New Level

23. $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

24. $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

25. 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

26. 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

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

28. 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

29. 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

30. UMT360 - Project Financial Intelligence
Integrated Project & Portfolio Financial Controls
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

31. 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

32. Thank You
Visit www.UMT360.com to learn more.
Ben Chamberlain
UMT360 Chief Product & Marketing Officer
ben.chamberlain@umt360.com