managing the chaos of work
TRANSCRIPT
© 2014 Planview, Inc. | 1 | Confidential © 2016 Planview, Inc. | 1 | Confidential
Managing The Chaos of Work
Jason MorioProjectplace Product
Director
Margo VisitacionForrester VP and
Principal Analyst
© 2016 Planview, Inc. | 2 | Confidential
Housekeeping
@Projectplace
#Projectplace
#Collaboration
• Questions?
Use the Q&A Module or email
We work with business and
technology leaders to develop
customer-obsessed strategies
that drive growth.
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Agenda
› Digital drives today’s businesses to distraction
› People work differently today
› How to work smarter, not harder
› Recommendations
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5© 2016 Forrester Research, Inc. Reproduction Prohibited
Digital Empowers Customers And Creates Chaos
For Business
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Source: 2015 Forrester/Odgers Bernsten Online Digital Business Survey
Digital Business Has Industries Expecting Massive Disruption
Industry Next 12 months Already happening
Healthcare 24% 19%
Retail 28% 19%
Insurance 28% 10%
Business & Professional Services 28% 12%
Telecommunications 26% 20%
Pharmaceutical/Medical Systems 15% 23%
Technology Products 27% 18%
Travel & Transportation 26% 13%
Financial Services & Banking 13% 11%
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70% believe digital success requires
expanded partner networks
Source: IBM C-Suite Study 2015
81% believe there will be more digital
and virtual interaction
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Agenda
› Digital drives today’s businesses to distraction
› People work differently today
› How to work smarter, not harder
› Recommendations
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Source: ___
Assembly Line Approach To Work Is Dead
100% planned
allocation
50% actual
availability
Assembly
Line
Information
Work
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› Source: Forrester’s BT Telecom & Mobility Workforce Survey 2016
People Work Differently Today› 45% use mobile
capabilities when
working with clients
and partners
› 40% customers
expect mobile
capabilities involve
service delivery
› More than a third
work while
commuting or
traveling
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Work Is Increasingly Collaborative
Order to cash
Source to pay
Hire to compensate
Product input to
output
Prospect to sale
Strategic
planning
Vendor
contracting
New
product
development
Client
case
resolution
Account
setup
Marketing
campaigns
Talent
development
Research
and
development
Every business consists
of a mix of transactional
and collaborative
process “work”
50% of information
workers collaborate with
at least six people daily
© 2016 Planview, Inc. | 13 | Confidential
The Modern Extended Team
Modern teams need a Virtual Office to work with people inside
and outside the company across geographic locations every day
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Source: ___
What’s The Difference Between Projects & Your Day Job?
“Project”
Has a time constraint
Delivers something new or different –e.g. a change
Has continuity
“Non-project”
Non- repeated (most meetings, training, holidays, etc)
Not tied to a specific outcome
Does not directly affect organizational/business change
Scope, formality and culture dictate approach
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Process Vs. Project Work – Both Need Collaboration
Many people Few people
More
structured
Projects:• Consulting projects
• IT projects
• Sales proposals
• Strategic plans
Cases:• Application development
• Tech writing
• HR onboarding
Less
structured
Operations or
campaigns:• Research/development
• Marketing campaigns
• Training
Service delivery:• Utility service calls
• Equipment installations
• Product support
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Email: Daily Distraction
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27% of information workers check
email several times an hour on their
smartphones
Disruptions, email and meetings
reduce actual task activity to 18% of a
typical work day
Source: Forrester’s BT Telecom & Mobility Workforce Survey 2016
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Agenda
› Digital drives today’s businesses to distraction
› People work differently today
› How to work smarter, not harder
› Recommendations
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All Work Is Valuable
Many people Few people
More
structured
Projects:• Consulting projects
• IT projects
• Sales proposals
• Strategic plans
Cases:• Application development
• Tech writing
• HR onboarding
Less
structured
Operations or
campaigns:• Research/development
• Marketing campaigns
• Training
Service delivery:• Utility service calls
• Equipment installations
• Product support
© 2016 Planview, Inc. | 20 | Confidential
Case Study - Collaborative Efforts in Marketing• Campaigns & events - require extensive
collaboration with both internal and external parties
to establish and refine messaging, copy, and event
details
• Product launches - require input and coordination
across multiple departments, from products /
engineering to sales, legal, possibly suppliers, etc.
• Website & content development & rebranding –
involve a whole host of documents, drafts, proofs
and other artifacts that circulate throughout the
lifecycle of collaboration until the “final final” is
achieved.
• Vendor supply chain - Marketing organizations
rely upon a supply chain of agencies, writers,
designers and other specialty talent – all external to
the company -- in order to support these activities.
Marketing
Website Development
Content Development
Vendor Supply Chain
Campaigns
Events
Branding
Product launches
© 2016 Planview, Inc. | 21 | Confidential
• Ryan – Director of Marketing
• Global software company w/ 700+ employees
• Manages team of 10 responsible for demand gen, web &
creative services
• Not a trained / certified PM
• Does not have trained / certified PMs on his team
• No formal Agile training
Case Study - Collaborative Efforts in Marketing
© 2016 Planview, Inc. | 22 | Confidential
Before
• Traditional ticket system to manage 120-150 requests
• Difficult to see and set priorities, let alone team member workload
• Tickets and emails were lost, requesters unable to track their requests
• Management unable to see full view of work in-progress and pending
• Tried MS Project to establish consistent plans + Sharepoint for documents & calendars
• “We created massive project plans only to fall back to spreadsheets and tickets”
Case Study - Collaborative Efforts in Marketing
© 2016 Planview, Inc. | 23 | Confidential
After
• New approach allowed projects to break into smaller segments & phases (two-week sprints)
• Tickets became cards on Kanban boards, provided more visual status and flow of requests
• Enabled team members to focus on priorities and tasks at hand
• Team members, requesters and management all able to see exactly where things are
• Documents and artifacts managed centrally in the same project
Case Study - Collaborative Efforts in Marketing
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Feedback
1: Create Common Workspaces
Scope
Plan/Schedule
ControlDeploy
Close
Conceive
Discover
DevelopAssess
Adjust
CWM
© 2015 Planview, Inc. | 25 | Confidential
Project Collaboration Must-Haves
A modern tool that does more, not more tools
Project Collaboration Must-HavesA modern tool that does more, not more tools
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2: Make It Mobile
4%
12%
16%
13%
7%5%
43%
Project/Task Management Tools
Several times an hour Several times a day At least daily At least weekly
At least monthly Less than monthly Never
How often do
you use the
following application
for work purposes?
Source: Forrester Technographics BT Telecomm & Mobility Survey, 2016
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3: Create Context
and distribute
Process and project execution by reducing distraction, and
capturing communication in the right context
Context and Focus
What is the focus of this project /
campaign / work?
What is my focus?
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Agenda
› Digital drives today’s businesses to distraction
› People work differently today
› How to work smarter, not harder
› Recommendations
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Recommendations
› Transparency comes when all work is valued
› Consider the type of work that benefits from centralized contextual communication
› Curate context to keep out the noise
© 2016 Planview, Inc. | 32 | Confidential
Collaborative Work Throughout the Organization
© 2016 Planview, Inc. | 33 | Confidential
Work collaboration - All the tools in one place
Work collaboration for teams
Cross-team views for organizationsWork planning & execution
Document sharing
Team collaboration
Workload management
Project portfolios
Performance dashboards
© 2015 Planview, Inc. | 34 | Confidential
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Margo Visitacion
Jason Morio