Andy Jordan August 14 th, 2014

Transcription

1 Andy Jordan August 14 th, 2014

2 PowerSteering empowers top-down portfolio management across the enterprise, with particular strengths in: Top-down Portfolio & Program Management without requiring granular task & resource tracking Sophisticated analytics and financial tracking Flexibility EPPM, IT PMOs, NPD, Agile Scalability Enterprise Cloud delivery scales from 10 to 10,000+ users Ease-of-use Integration Awards & Accolades: Magic Quadrant for Cloud Based IT PPM Magic Quadrant for IIPA Stage-Gate Version III Certified Innovator EPPM Vendor Landscape

3 Background The Portfolio Lifecycle Idea capture Business casing Selection Strategic execution Benefits realization Making it happen

4 Organizations looking to better align execution with objectives Reduce change caused by misalignment Improved ability to respond when change is necessary Greater ability to generate return from investments Higher percentage of resources focused on strategic work

5 Organizations looking to increase efficiency and effectiveness of full portfolio lifecycle Replace phase and department specific processes with integrated enterprise wide process Replace subjective proposals with objective assessments Replace objective focus with achievement focus

6 Idea Business Case Selection Execution Benefits Realization Portfolio begins with the seeds of an idea and lives through the harvesting of the benefits Successful portfolios need nurturing at all stages of development

7 Ideas must be captured from across the enterprise Ideas must be developed and reviewed to ensure the best make it through Idea Idea Idea Potential Projects

8 Candidate Candidate Review Candidate All candidates must be processed through a consistent review process

9 Selection has to consider the right organizational mix Goals Risk Time Dept.

10 Portfolio modeling refines for capability (skills) and capacity (scale) Capacity Capability

11 Deliverables are only relevant to the extent that they deliver business results A project can only be successful if it delivers its planned benefits Change decisions are often driven by the project s alignment rather than anything internal to the project Project management is a sub-discipline of portfolio management

12 Deliverables connect goals to benefits Goals Deliverables Benefits Benefits deliver success and must be the unit of performance measurement

13 Understand your needs and prioritize End to end portfolio lifecycle management takes time Build a cultural environment to support the concepts Without consistent buy in success cannot occur Build a support infrastructure Tools, processes and training Continuous improvement Focus on incremental wins

14 Drive strategy. Accelerate results. cloud-based program & portfolio management software Upland PowerSteering: Using Top Down Governance to Drive Business Benefits Debbra McGrath, Sr. Solution Consultant

15 Agenda 1. Identify Strategies & Goals 2. Prioritize & Score 3. Employ Workflow & Governance 4. Resolve Resource Bottlenecks 5. Understand Budgets & Costs 6. Automate to Measure Results 7. Leverage Business Intelligence Reports 8. Collaborate Across the Business 15

16 16 Doing the Right Things the Right Way

17 Identify Corporate Strategies and Goals Customers Employees Internal Processes Shareholders Improve Earnings Decrease Accounts Receivables Reduce Expenses 17

18 18 Track Alignment to Strategies & Goals

19 19 Prioritize & Score Ideas & Projects it s the KEY to making good decisions

20 Effective Prioritization Answer simple questions measure business value & risk 20

21 Effective Prioritization Answer simple questions measure Agile story points & priority 21

22 Effective Prioritization Project Scoring, Prioritization, Ranking 22

23 Effective Prioritization Project Scoring, Prioritization, Ranking 23

24 Effective Prioritization Project Scoring, Prioritization, Ranking 24

25 Effective Prioritization Project Scoring, Prioritization, Ranking 25

26 Effective Prioritization Story Points & Prioritization 26

27 Effective Prioritization New Product Scoring 27

28 Effective Prioritization Strategy Weighting 28

29 29 Employ Workflow and Governance

30 30 Employ Workflow and Governance

31 31 Employ Workflow and Governance

32 32 Employ Workflow and Governance

33 33 Employ Workflow and Governance

34 34 Employ Workflow and Governance

35 35 Employ Workflow and Governance

36 36 Employ Workflow and Governance

37 37 Employ Workflow and Governance

38 38 Employ Workflow and Governance

39 39 Resolve Resource Bottlenecks

40 40 Resolve Resource Bottlenecks

41 41 Resolve Resource Bottlenecks

42 42 Resolve Resource Bottlenecks

43 43 Resolve Resource Bottlenecks

44 44 Resolve Resource Bottlenecks

45 45 Understand your Budgets and Costs

46 46 Understand your Budgets and Costs

47 47 Understand your Budgets and Costs

48 48 Understand your Budgets and Costs

49 49 Automate to Measure Results (CI)

50 50 Automate to Measure Results (CI)

51 51 Automate to Measure Results (CI)

52 52 Automate to Measure Results (CI)

53 53 Leverage Dynamic BI Reports

54 54 Leverage Dynamic BI Reports

55 55 Leverage Dynamic BI Reports

56 57 Collaborate across the Business

57 Summary: Using Top Down Governance to Drive Business Benefits 1. Set Strategies & Goals 2. Prioritize & Score 3. Employ Workflow & Governance 4. Resolve Resource Bottlenecks 5. Understand Budgets & Costs 6. Automate to Measure Results 7. Leverage Business Intelligence Reports 8. Collaborate Across the Business 58

58 Drive strategy. Accelerate results. cloud-based program & portfolio management software Upland PowerSteering Thank You!

59 Questions? Contact Andy Jordan at: Contact Debbra McGrath at: Contact Upland Software at: