Despite significant investments in PPM, it is failing to deliver the anticipated results. UMT360's research shows that today companies are failing to realize up to 46% of the planned business value from project portfolios. Why? Many PMO's simply do not view projects as business investments, and fail to effectively integrate financial management and PPM to proactively gauge the economic impact of poor performance and take corrective actions. These slides are from a UMT360 webinar during which Ben Chamberlain discussed how UMT360 can help businesses gain complete financial intelligence across your project portfolios and increase ROI, and: *Eliminate the need for Excel and standardize investment governance controls across the PPM lifecycle *Streamline capital planning and build stronger business cases *Automate financial tracking and variance analysis and move to an agile re-planning process *Establish a benefits realization framework The webinar is available - http://bit.ly/1eVTTVO

1. Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
Project & Portfolio Financial Controls
for Microsoft Project Server
Ben Chamberlain
UMT360 Chief Product & Marketing Officer
ben.chamberlain@umt360.com
#financialintel

2. 2010
Partner of the Year
In Program and
Portfolio Management
2012
Visionary
In the Magic Quadrant
for Integrated IT
Portfolio Analysis
2012
Cool Vendor
In Program and
Portfolio Management
2013
Visionary
In the Magic Quadrant
for Integrated IT
Portfolio Analysis
2013
Partnerof the Year
In Project and
Portfolio Management
Leaders in Enterprise Portfolio Management
Digitalizing investment planning and controls across portfolios
to drive smarter business decisions.

3. What is Portfolio Management?
A question I have struggled with over the years!
Aggregate reporting across one or more portfolios?
Alignment of spend with strategic priorities?
Portfolio Management is…
Integration of all Portfolios to drive better business
decisions and value… Better business decisions require
Financial due diligence.
Is It…

4. Agenda & Key Takeaways
• What’s Wrong with Traditional PPM?
• Trifecta of Business Value Erosion
• Steps to Effectively Integrate Financial
Mgmt. and PPM
• UMT360 In Action (Demonstration)
• Expected Payback!
• Questions & Answers
Takeaways:
1. Traditional PPM is failing to deliver the
anticipated results!
2. PMOs must view projects as business
investments and take responsibility for
optimizing spend and maximizing
portfolio value.
3. Built on SharePoint and with seamless
integration with Project Server, UMT360
helps companies realize more value from
their Microsoft platform investment.

5. [ poll 1 ]
What PPM solution are you using?
#financialintel

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

7. The Statistics Are Alarming
The Trifecta of Business Value Erosion
46%
Unrealized
Business
Value
Realized
Business Value
Gartner
1.
2.
3.

8. [ poll 2 ]
How much of the project budget did your
organization utilize last year?
#financialintel

9. An Important Mindset Change for PMOs
Too Focused on Tactical Aspects of Project Delivery

10. An Important Mindset Change for PMOs
Must Start to View Projects as Business Investments

11. Inadequate Software Tools
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. [ poll 3 ]
Which software tools do you currently use
to manage Project Financials?
#financialintel

13. Phase 1 Phase 2 Phase 3 Phase 4
IncreaseFinancialMaturityLevel(1to5)
Level 5 -
Level 4 -
Level 3 -
Level 2 –
Level 1 -
Steps to Drive Financial Transparency
A Phased Approach to Integrate Financial Mgmt. & PPM

14. Phase 1: Financial Transparency
Establish Investment Controls Across the PPM Lifecycle
Create Select Plan Manage Evaluate
• Project Details
• Costs by Quarter
• Benefits by Year
• Strategic Impact
• Risk
• Resources
• Phase 1 Snapshot
(Business Case)
• Phase 2 Snapshot
(Business Case)
Recurring
Status
Reporting &
Variance
• Project Details
• Costs by Month
• Benefits by
Quarter
• Strategic Impact
• Risk
• Resources
• Schedule
Establish Approval
Authorities

15. Phase 1 Phase 2 Phase 3 Phase 4
IncreaseFinancialMaturityLevel(1to5)
Level 5 -
Level 4 -
Level 3 -
Level 2 –
Level 1 -
Steps to Drive Financial Transparency
A Phased Approach to Integrate Financial Mgmt. & PPM

16. Open Monthly Status
Report
Project Level Monthly Status Report
Project Manager
Completes Status Report
Raise Change Requests for
Redirects & Releases
Portfolio Level – Monthly Dynamic
Reallocation Process
Redirects Releases
New
Requests
Approved
Release New Redirect
Quarter2 $188,096,540 ($17,813,000) $8,278,491 $7,853,662 ($1,680,847)
Quarter3 $186,415,693 ($8,655,000) $3,104,000 $2,804,000 ($4,427,847)
Quarter4 $183,668,693 ($9,099,260) $6,167,318 $4,359,839 ($2,999,950)
($35,567,260) $17,549,809 $15,017,501
-19% 9% 8%
(Surplus)/Deficit
TotalSweepfor
theyear
QuarterStart
Budget
2012Common
Portfolio
SweepProcess
Phase 3: Agile Reallocation
Reallocate Funds to Maximize Portfolio Value

17. Phase 1 Phase 2 Phase 3 Phase 4
IncreaseFinancialMaturityLevel(1to5)
Level 5 -
Level 4 -
Level 3 -
Level 2 –
Level 1 -
Steps to Drive Financial Transparency
A Phased Approach to Integrate Financial Mgmt. & PPM

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

19. Demo

20. 90 Day Fast Start
A Phased Approach for Project Financial Intelligence
16%
Avg. more ROI from
your strategic
portfolios

21. Ok, but what’s the Payback?
Based on $200m Project Portfolio
2. Cost Savings / Efficiencies (Across PMO, Finance Team & Business Units)
• 10% more Benefits = $9,500,000
• 5% more Benefits = $4,250,000
• 1% more Benefits = $ 950,000
1. Project Portfolio Size & ROI
• Size of Project Portfolio = $200,000,000
• Estimated Benefits
• Revenue Growth = $350,000,000
• Cost Savings = $125,000,000
• Total Benefit Estimates = $475,000,000
• Benefits at Risk (46%) = $218,000,000
• Minimum Benefits at Risk (20%) = $95,000,000
3. More Benefits from Portfolio per year
ROI
• Streamline Capital Planning (2 FTE) = $275,000
• Automate Status Reporting (2 FTE) = $275,000
• Reduce time creating Mgmt. Reports (1 FTE) = $135,000
• Total Savings = $685,000
Between $1.7m
and $10m per
annum

22. Action Plan
What Should I Do Next?
• Next 7 Days – Assess how your
company is currently managing project
financials
• Next 30 Days – Schedule an envisioning
workshop with UMT360 experts
• Next 90 Days– Kick off a Proof of
Concept to gain complete Financial
Transparency across your project
portfolio

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
#financialintel