from ppm to enterprise portfolio management - 051214
DESCRIPTION
Presentation on how UMT360 is Helping Companies Take Project Server to a New Level. UMT360 is the only enterprise portfolio management solution built on SharePoint with seamless Project Server integration. Hear the presentation at http://bit.ly/SzhgMOTRANSCRIPT
Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
From PPM to Enterprise Portfolio Management. See How UMT360 is Helping Companies Take Project Server to a New Level
Ben Chamberlain, Chief Product & Marketing Officer
Catalin Olteanu, President
2010
Partner of the
YearIn Program and Portfolio
Management
2012
Visionary
In the Magic Quadrant
for Integrated IT Portfolio Analysis
2013
Partner of the YearIn Project and
Portfolio Management
2012
Cool VendorIn Program and
Portfolio Management
2013
VisionaryIn the Magic Quadrant
for Integrated IT Portfolio Analysis
Consistent Innovation and Excellence
• Enterprise Portfolio Mgmt. Helps Drive Top & Bottom Line Performance
• UMT360 Solutions:• Project & Portfolio Financial
Controls• Application Portfolio
Management• Next Steps• Questions & Answers
Agenda & TakeawaysKey Takeaways:1)Enterprise Portfolio
Management will help you take your PMO to the Next Level
2)Portfolio Integration & Financial Intelligence are key to making smarter investment decisions
3)UMT360 is the only Enterprise Portfolio Management solution built for SharePoint & Project Server
2011 2012 2013 2014$0.00
$400,000,000.00
$800,000,000.00
$1,200,000,000.00
$1,600,000,000.00
$2,000,000,000.00
Demand vs. Capacity ChallengeOperational costs limit innovation
Run
Run
Total Demand for Growth
Overall Capacity for Growth
The Gap is Growing!
Grow & Transfor
m
Grow & Transfor
m
Sp
en
d in
$b
n
2011 2012 2013 2014$0.00
$400,000,000.00
$800,000,000.00
$1,200,000,000.00
$1,600,000,000.00
$2,000,000,000.00
Demand vs. Capacity ChallengeOperational costs limit innovation
Run
Total Demand for Growth
Overall Capacity for Growth
Closing the Gap!
Grow & Transfor
m
Run
Sp
en
d in
$b
n
Run
Grow & Transfor
m
Business Process / Capability
Application
IT Services
Projects
Maintenance
Rationalizing Run InvestmentsPortfolio Relationships & Financials Intelligence is Key!
$
$
$ Application
IT Services
Projects
Maintenance
$
$
$
$ $
$
Integrate Business
& IT Portfolios
Drive Complete Financial
Transparency
Assets & Projects are
Business Investments
Synchronize Roadmaps & Gauge
Cross Portfolio Impact
Maximize ROI from Strategic InitiativesTraditional 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
54%46%Unrealize
d Business
Value
Realized Business
Value
Maximize ROI from Growth InitiativesTrifecta of Business Value Erosion
54%46%Unrealize
d Business
Value
Realized Business
Value
PPM+
Innovation & Estimating
Project Success Rates
Budget Utilization
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 Year2013 in Program and
Portfolio Management.
Cool Vendor2012
UMT360 for Project Server Project & Portfolio Financial Controls
Inadequate Software ToolsFailure to Integrate Financial Mgmt. & PPM
• Disconnected, error prone and cumbersome
• Difficult to standardize & govern project budgeting & tracking
ERP
PPM
• 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
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
PerformanceMetrics
Project Financial Intelligence
Cross Portfolio
Mappings
UMT360 - Project Financial IntelligenceIntegrated Project & Portfolio Financial Controls
Demo
Gain 12% More ROI from your Portfolios
Financial Management.
Foundation
Integrate with LoB Systems & Automate
Reports
Analyze & Optimize Capital Spend
Establish Benefits Realization Framework
Phase 1 Phase 2 Phase 3 Phase 4
Port
folio
RO
I Im
pro
vem
ent
(0
to 1
2%
)
Incr
ease
Fin
anci
al M
atu
rity
Level (1
to
5)
12% -
9% -
6% -
3% -
- Level 5
- Level 4
- Level 3
- Level 2
A Phased Approach to PFI Yields ResultsIntegrated Project & Portfolio Financial Controls 12%
More ROI from your strategic portfolios
UMT360 for Project Server Application Portfolio Management
35%
92%
46%
1.37
of IT spend is associated with running and evolving applications
of the total application spend is dedicated to maintaining applications
of an application’s total cost of ownership occurs after it has been implemented
Is the average application portfolio mgmt. maturity level for companies
Application Portfolio Mgmt.Rationalize & Modernize Your Application Portfolio
APM
Maintain Catalog
Analyze Portfolio
Build Roadmaps
Measure Portfolio
PPM
Execute Projects
Build Business Case
Select Portfolio
Plan Portfolio
Drive Higher Quality of IT
Demand
Update Application Inventory & Track
Results
Application Portfolio Mgmt.Important Synergies between APM & PPM
Application Catalog
Portfolio Analytics
Cost Takeouts &
Benefits Realization
PerformanceMetrics
Application Portfolio Mgmt.
Chargeback Reporting
Cost Tracking & Variance Analysis
Demand Generation
Budgeting, TCO &
Funding
Application Roadmaps
Change Mgmt.
Dashboards & Reports
Investment Governance & Controls
UMT360- Integrated APM & PPMGet More Business Value from your Applications
Demo
IT Financial Management
30 Days 60 Days 90 Days 120 Days
IT Project Portfolio Management
Application Portfolio Management
Service Portfolio Management
Inte
gra
ted
IT P
ort
folio
Man
ag
em
en
t C
ap
ab
ilit
ies
Integrated IT Portfolio ManagementA Phased Approach Yields Results
• Build Data Model from SharePoint Lists, Sites and Project Sever EPTs
• Compatible with SharePoint 2010 & 2013
• Compatible with Project 2010 & 2013
• Get started quickly with a familiar and easy-to-use interface
Realize More Value from Microsoft Platform Built on SharePoint with Seamless Integration with Project
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 SelectionDemand is consolidated from bottom up requests from across the business
Higher quality demand is generated from analysis of business capabilities / products
Funding & AllocationFunding 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 TrackingBased on project level ROI and often no process for tracking actual benefits
Benefits realization framework established at program or capability level
The Essential Shift from PPM to EPMTake Your PMO to a New Level
Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
Thank YouVisit www.UMT360.com to learn more.
Ben ChamberlainUMT360 Chief Product & Marketing [email protected]