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Portfolio Planning for 2013 - Keeping It Basic

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Portfolio Planning for 2013 - Keeping It Basic

  1. 1. Portfolio Management for 2013Planning - Keeping It BasicEPM Live as an Integrated PPM PlatformEmpowering PPM Work Management Success Jose LevyWebinar Series jlevy@epmlive.com
  2. 2. Experience: Recognition: Full Service:5000+ Configuration TrainingCustomers Support Flexible: Fast: Pre-Built Fields, Forms, KPI’s Reports & Dashboards SaaS In-House Solution Apps Confidential
  3. 3. About PowerSteering Corporate Profile Analyst Acclaim Select Customers 15 Years of PPM Market Leadership  “Leader” – 2012 Magic Quadrant for Cloud PPM Profitable  “Strong Positive” – 2011 Backed by Austin Ventures, Market Scope for PPM a $4B Fund 150+ employees Offices in San Diego, CA,  “Leader, IT & Business- Cambridge, MA and Driven PPM “ - Forrester Montreal, QC PPM Wave Customer Success Leading PPM Products Solutions 97% client retention rate  PowerSteering PPM  Business PMOs 250,000 + users  EPM Live Work Management  IT PPM 800 + clients  Tenrox PSA  PSA 50+ countries  Timesheet.com  Six Sigma/Process Excellence  New Product Development Confidential
  4. 4. All Work, All Processes – One PlatformSolution Apps Workflows, Modeling, Analysis and ReportingFeatures Schedules, Costs, and Resources Applications Services Products Tasks Work Entities Projects Programs Portfolios OperationsPlatform SharePointIntegration Excel Outlook Project Financial/HR Confidential
  5. 5. The Power to Choose Apps Environment Services Training Support Simple Task  SaaS (The  Do-it-  Online  Standard Management Cloud) Yourself Training Success Support Videos Package Project  Hosted Portfolio  Build-to-  Instructor  Premier Management  On-Premise Order Quick Lead Success Start Packages Service  Train-the Management  Select Trainer Deployment Application Services  EPM Live Management University  Custom New Product Deployment Development Confidential
  6. 6. Basic Elements of PPM
  7. 7. Simple PPM Process • Capture ideas, requests Demand Management • Align to strategy• Track progress • Estimate Costs• Track time and spend • Estimate Resource• Report status Demand• Manage • Assess Risk issues, risks, change • Forecast Benefits s Manage Create• Collaborate• Plan project activities • Prioritize Portfolio• Identify project team • Analyze Financial• Assign tasks & Estimates deliverables Plan Select • Analyze Resource• Identify project risks Demand• Analyze resource • Model & select portfolio assignments Project Execution Confidential
  8. 8. PPM Governance Lifecycle • Lifecycle Phases / Stage Gates • Activities (Deliverables, Constraints) • Stage Gate Approvers • Governance Workflow Confidential
  9. 9. Capturing Demand • “Call for Work” / Work Requests • Project Initiation Form / Project Request • Different Types of Work (i.e. Products, Capabilities, Requirements) • Complete Project Request (Business Case) to continue in lifecycle Confidential
  10. 10. Resource Requirements (People) • Define resource needs for requests • Use Generic Resources (Roles) or Named Team Members • Define required time per resource for each request Confidential
  11. 11. Resource Requirements (Cost/Benefits) • Define budget for Portfolio Item • Use your budget structure to capture cost and benefits • As Portfolio Item evolves, define budgets into further detail Confidential
  12. 12. Selection and Prioritization • Perform Analytics on Portfolio Items • Score Portfolio Items based on selection criteria • Prioritize Portfolio Items to drive the Go/Kill/Hold Decision Confidential
  13. 13. Common Pitfalls in PPMDefinition of Work Types (Categories) not clear– Service Request, Enhancement, Project all treated the sameProject Request / Work Request incomplete foranalysis– Alignment, Cost Management, Resource Demand ComplexityDisconnected Top Down and Bottom UpWeak Buy-In / Participation from KeyStakeholders Confidential
  14. 14. Self-Assess Your PPM Basic Elements1. Can you map the list of projects to the objectives fornext year? - Strategic Alignment2. Did you capture critical projects from all keystakeholders? - Stakeholder Participation3. Is there a process for taking work requests andformally approving them by stakeholders forconsideration? - Governance and Workflow Confidential
  15. 15. Self-Assess Your PPM Basics4. What is the completeness of the project request form? -Decision Criteria5. Does all “demand” have accurate resource estimates by month?Do you understand the over/under-allocations? - ResourceManagement6. Can you present a Decision Dashboard to Leadership so theycan select and prioritize the portfolio? – Selection andPrioritization7. Does a mechanism exist for communicating Portfolio Decisions– Portfolio Governance Confidential
  16. 16. EPM Live as an Integrated PPM Platform
  17. 17. Integrated PPM and Work ManagementPlatform Schedule Enterprise Work Capabilities Portfolio Managemen Resource Financial Time Business Management t Management Management Management Intelligence Project Portfolio New Product Application Portfolio IT Planning Management Development Management & Control Site Apps (Work Processes) Build Your Own Projects Accounts Opportunities Contracts Incidents Maintenance To-dos Actions Approvals Changes Bugs Tasks Backlogs Issues Applications Deliverables Documents Service Requests Defects Work Features Integration Other LOB’s Confidential
  18. 18. Segment Work Request Correctly Business Value Applications Services Projects Incidents Service Portfolio Projects Incidents, Changes, Problems Reporting Changes Metrics Dashboards Select Application Portfolio Status Reports Work Releases, Backlog, Test Cases Execution Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, RisksFunnel All Work Through a Common Governance and Control Structure. Confidential
  19. 19. Demand Management Empower Your Business Customer to All Work Requests Submit Request Through Web Forms are captured from common Self Service Portal Enhance business user experience with full visibility of entire request process Route Requests to appropriate team based on type of work Incidents Projects Applications Confidential
  20. 20. Strategic Alignment Align Projects with Strategic Objectives Align resources and investments with strategic objectives Review comprehensive, real- time portfolio information to ensure effective decision making Determine optimal portfolio under budget and business constraints Confidential
  21. 21. Governance & Workflow No Action Request For 2 Days Send to Approve Define multiple Approval Approve Portfolio Manager workflows to Yes standardize, comm Send to unicate, and Manager enforce the governance framework across the organization Define workflows for consistent governance controls Confidential
  22. 22. Financial Management Determine Optimal Budget Under Business Constraints Understand budgets and actual spending Compare current Investments against forecasted & actual performance More accurately monitor of finances Integrate with other Financial Systems Confidential
  23. 23. Resource Management Get People Working On The Right Work Analyze and assign At The Right Time resources to work based on skill, availability, and location More accurately forecast staffing needs Understand current and long-term skill gaps View strategic resource utilization Confidential
  24. 24. Schedule Management Manage work Gain Visibility and Control from simple work Across All Work items to large programs Deliver work on time and on budget Build Work Plans Using Web-based Planner Manage Backlogs Using Agile Planner Confidential
  25. 25. Work Management Increase the effective working Manage and Track All Your Work time Demands In Your Organization Increase team members’ Initiate Plan Execute Control Close ownership and Tasks Actions Risks accountability of ECM this process Issues Documents Punch Lists Contracts Increase control over the execution Meetings Defects of work Deliverables Bugs Approvals Changes Invoices Managers have Procurements more visibility into work priorities Confidential
  26. 26. What-If Modeling Confidential
  27. 27. Reporting Gauge overall Make The Right Decisions On progress of the various work Data You Can Trust investments throughout their lifecycle Identify trends over time to understand and improve your business Review comprehensive, real- time information to ensure effective decision making Confidential
  28. 28. Demodemo Confidential
  29. 29. Business Value Proposition No need for separate, expensive applications Generate increased value from the investment in SharePoint Increased efficiency by workers getting all work in a single solution Opportunity to retire multiple solutions that can be handled in one Confidential
  30. 30. Why EPM Live? Confidential
  31. 31. Next Steps Get Started Today Visit epmlive.com today Contact us at info@epmlive.com Toll free: 1-855-EPM-Live Confidential
  32. 32. Thank youEnterprise Project Portfolio & Work Management for Everyone