Ben Chamberlain, UMT360 gave this presentation at Microsoft and UMT event Project Portfolio Management Exchange at Microsoft San Francisco office on January 14, 2014.

2. Project Portfolio Management
+ Financial Intelligence
= Greater ROI
Presenter: Ben Chamberlain
Company: UMT360
Title: Chief Product & Marketing Officer

3. Agenda
• UMT360’s Enterprise Portfolio Management
Solution
• Project & Portfolio Financial Intelligence
• What’s Missing With Today’s PPM
• Trifecta of Business Value Erosion
• How UMT360 for Project Server can Help
• How to Get Started
• Questions & Answer

4. UMT360 -Enterprise Portfolio Mgmt.
Digitalize Investment Planning & Controls
Connected
Enterprise
Financial
Transparency
Portfolio
Intelligence
Synchronize
Roadmaps
360O view across
your business and
IT portfolios
Improve
budgeting & base
decisions on ROI
Collaborate to
model & finalize
decisions
Build & track
transformation
roadmaps

5. UMT360 -Enterprise Portfolio Mgmt.
Realize More ROI from Project Server
PPM + Financial Intelligence
PPM + Application Portfolios
PPM + IT Business Management
Positioned as Visionary in
2013 Integrated IT Portfolio
Analysis Magic Quadrant
2013 Project Portfolio
Management Partner of the
Year

6. The Statistics Are Alarming
Traditional PPM is Falling Short!
21%
33%
of all completed
projects experience
cost overruns of
between 10% & 20%
of all projects fail to
complete or get
implemented
Gartner Group
Standish Group
42%
Of all projects are
delivered late or
over budget
Standish Group
33%
Of projects do not
meet their goals or
business intent
PMI

7. The Statistics Are Alarming
Failure to Realize up to 46% of Business Value
Budget Effectiveness
35%
Ineffective Spend
No
46%
Yes
65%
54%
Effective Spend
Achieved Business Value
46%
Unrealized
No
business value
46%
Yes
54%
54%
Realized
business value

8. The Trifecta of Business Value Erosion
Failure to Realize up to 46% of Business Value
1. Unreliable
Cost Estimates
• Over estimating
leaves potential
project
candidates on the
table
• Under estimating
results in cost
overruns and
cancelling
initiatives
2. Project
Success Rates
3. Budget
Utilization

9. Business Value Erosion
Impact of Success Rates & Budget Utilization
Under estimating
results greater planned
business value from the
portfolio
100%
87%
80%
Baseline Portfolio
Selected Portfolio
Business Value
70%
Over estimating
reduces planned
business value from
the portfolio
50%
0%
$25m
$50m
$75m
$100m
Cost
$125m
$150m

10. The Trifecta of Business Value Erosion
Failure to Realize up to 46% of Business Value
1. Unreliable
Cost Estimates
• Over estimating
leaves potential
project
candidates on the
table
• Under estimating
results in cost
overruns and
cancelling
initiatives
2. Project
Success Rates
• Failure to
implement
projects yields no
business value
• Cost overruns
impacts strategic
yields & reduces
available
portfolio funds
3. Budget
Utilization
• Not starting
projects or
carrying over
projects destroys
value
• Optimistic
forecasting
results in Q4
budget
obtainment
surprises

11. Business Value Erosion
Impact of Success Rates & Budget Utilization
Baseline Portfolio
100%
Selected Portfolio
Business Value
80%
66%
Impact of
Project Failure
Rates
Impact of Cost
Overruns
50%
44%
Impact of Budget
Utilization
0%
$25m
$50m
$75m
Cost
$100m
$125m
$150m

12. From PMO to Enterprise PMO
Project & Portfolio Financial Intelligence is Key
PMO
•
•
•
•
•
•
Governance
Resources
Schedule
Deliverables
Issues & Risks
Budget
•
•
•
•
•
Alignment
Financials
Risk
Integration
Benefits
Realization
Enterprise PMO

13. Inadequate Software Tools
Failure to Integrate Financial & PPM Practices
X
Excel Spreadsheets
Disconnected and error prone Excel Spreadsheets
makes it difficult to standardize and govern project
budgeting and tracking processes.
ERP Systems
Provides the ‘chart of accounts’ view needed by the
finance team, they fail to deliver the complete financial
transparency needed by PPM teams.
Traditional PPM Systems
Provides strong execution-oriented project and resource
management capabilities but lack the sophistication needed
to effectively control project and portfolio financials.

14. UMT360 for Project Server
Integrated Project & Portfolio Financial Intelligence
Standardize Governance &
Investment Controls
Maximize
ROI
Streamline Capital Planning &
Improve Selection
Automate Cost Tracking & Variance
Analysis
ANALYSIS &
DECISIONS
STRATEGY
FINANCIALS
PROJECTS
PROGRAMS
Gain Insights & Effectively Reallocate
Funds
Track Benefits Realized & Analyze
Results

16. UMT360 for Project Server
Complete Project & Portfolio Financial
Intelligence
“UMT360 seamlessly integrates
with Microsoft Project Server
helping companies gain
complete financial intelligence
across their project and program
portfolios and more effectively
collaborate to improve
investment decisions.”
Ludovic Hauduc General Manager,
Microsoft Project

17. How to Get Started with PFI
Take a Phased Approach
Establish Benefits
Realization
9% -
Analyze &
Optimize Capital
Spend
6% -
- Level 5
- Level 4
Integrate with LoB
Systems
- Level 3
3% -
Financial Mgt.
Foundation
Phase 1
- Level 2
Phase 2
Phase 3
Phase 4
Increase Financial Maturity Level (1 to 5)
Portfolio ROI Improvement (0 to 12%)
12% -