Revenue Project Management™Integrating Revenue & Project Management

Dave D’Silva, PMPIntelligent Management Solutions Group

www.imsg.ca

Presented Aug 22, 2007 at the

www.mpa-gta.com

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Introductions

• Gina Davidovic, PMP

• Senior Partner of Bay3000 Corporate Education www.bay3000.com

• Regular invited speaker at local and international conferences including PMI Seminars World and PMI's Asia Pacific Congress

• Chair of the PMOLIG (PMO Local Interest Group)

• PgMP Preparation - Author and Instructor

• Managing Sponsor of the 2007 Canadian Project Excellence Awards and Conference www.cpex.ca

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Revenue Project Management™

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What to Expect Today

• RPM Intro• RPM Principles• RPM Benefits• RPM Background• RPM Case Study 1(Past)• RPM Case Study 2 (In progress)• RPM FAQ 1 – 3 • RPM Wrap Up• RPM Next Steps

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RPM Principles

• P1: Integration through iteration (start small)

• P2: Holistic yet isolative (best of both)

• P3: Revenue, PM & Accounting (triple)

• P4: Methodology with MS Tools (EPM)

• P5: Best practices (local and industry)

• P6: Win win win (abundance principle)

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RPM Benefits

• B1: PMO project expense recovery• B2: Revenue from projects (PMO profit)• B3: Business innovation (patents)• B4: Operational excellence as a result of

integration of PM, accounting and business strategy

• B5: Performance Management (metrics)• B6: Simplify (integration of methodology

and software tools)

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RPM Background

• 1100+ GTA clients (Banks, Microsoft, …) • Operating since mid 80’s incorporated 1994

(training, consulting & development)• Revenue intelligence & project management • Case Study 1: PriceMetrix, Toronto, a wealth

management firm for brokerages• Case Study 2: High Speed FX, Waterloo, a rural

broadband Internet Provider serving 40,000 sq km (northern half of the 519 area code)

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RPM Case Study 1

• PriceMetrix expectations (since 2000):

• Help launch start-up brokerage revenue management firm (charter client: ScotiaMcLeod)

• Ongoing recovery of project expenses

• Create expert system technology

• Create business patents

• Status: Accomplished

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RPM Case Study 2

• HSFX expectations (2007):

• “Looking to achieve a level of operational excellence that only the integration of business strategy, PM, and accounting methodology/tools will provide.”

• David de Weerdt, CEO

• Status: In progress

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RPM FAQ

1. RPM recovers up to 45% of total project expenses from a $5B gov’t innovation fund, working as a parallel track

2. RPM integrates your PMO with a revenue generating model including performance management

3. RPM draws financial metrics using your PM methodology and MS EPM tools

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RPM FAQ 1

• With a little extra work your PMO, project, portfolio or program, recovers up 45% innovation (Project) tax credit

• Found in Canada, the U.S. and Europe, in Canada, it is known as SR&ED (Scientific Research and Experimental Development)

• Currently $5B (trouble giving it away)

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RPM FAQ 2

• RPM integrates your PMO with a revenue generating model including performance management

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RPM FAQ 3

• RPM draws financial metrics using your PM methodology and Microsoft EPM tools

• PMP, PgMP, PRINCE2, home grown methodologies, etc.

• MS Project Server, Portfolio Server,etc.

http://www.microsoft.com/business/epm.aspx

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Wrap Up

• RPM Principles

• RPM Benefits

• RPM Background

• RPM Case Study 1(Past)

• RPM Case Study 2 (In progress)

• RPM FAQ 1 – 3

• RPM Wrap Up

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Revenue Project Management™

• Next Steps

• Questions?

• dave.dsilva@imsg.ca

www.revenueprojectmanagement.com

Next presented at the Canadian Project Excellence Awards www.cpex.ca Oct 2,3, 2007