webinar a strategic approach to resource management · address and respond to customer-driven...
TRANSCRIPT
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Gain real-time visibility into your projects. cloud-based, workflow-driven Professional Services Automation
Webinar
A Strategic Approach to Resource Management
Andy Jordan
ProjectManagement.com
Kevin Sequeira
General Manager &
Director of Product Management
Marlon Arevian
Sr. Solution Consultant
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Agenda
1. A Strategic Approach to Resource
Management
2. Upland and Tenrox PSA Overview
3. Live Demo
4. Q & A
5. PDU Credit Information
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A Strategic Approach to
Resource Management
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Introduction and Background
• Resource management is a responsive process
– it acts when things go wrong
– Better approach is to act to prevent things going
wrong at all
• Resource management starts too late – only
rudimentary planning estimates until after project
approval
• Bad resource management increases costs,
decreases revenue opportunities and impacts
margins
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Topics
• Introduction and Background
• Strategic Resource Management
– In Planning & Selection
– In Project Execution
– Resource Agility
• Making it Happen
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Strategic Resource Management in
Planning & Selection
• Planning & Selection is traditionally executive
driven
– Resources are determined by executives
– Management is ‘top down’ based on executive
choice, not ‘best fit’
• Often treated as a ‘closed group’ exercise
– Excludes large groups of people from participating,
reduces size of pool to choose participants from
– Frequently eliminates entire functions - PMO
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Start at the Beginning – The Right
Planning Resources
Set Goals & Objectives
Executives
Identify, Capture & Enhance
Ideas
All Staff Facilitated by
PMO
Business Casing
Departmental Experts
Facilitated by PMO
Leverages Finance & Resource Managers
Review & Selection
Independent Facilitator
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Project Selection – Leveraging Resource
Management for Better Choices
• Operations, support & project needs must be considered together
• Whole enterprise resource planning required
• Impacts of different portfolio mixes must be assessed
Integrated Resource Planning
• How many staff do we have? How many can we add / support?
• What skills do we have? What skills can we develop?
• Can skills and numbers be secured in time?
Capacity & Capability Planning
• Avoiding the allocation of entire budget at start of year
• Start with most important projects within constraints framework
• Maintain reserves for adjustments and variances
Anticipating the Need for Change
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Resource Management During Project
Execution – Changing the Discussion
• Traditionally owned by Project Managers
– ‘Rear view mirror’ management based on what has
already happened
• Resources moved to areas of pain – managing
the ‘squeaky wheel’
– Results in chasing issues, constantly trying to ‘catch
up’ with the plan
– Doesn’t solve problems, simply moves them to areas
where they are more acceptable
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Resource Management During Project
Execution – Becoming Proactive
Portfolio
Project
Success
• Reviews
• Ongoing capacity & capability
• Evolving demands
• Change management
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Resource Management During Project
Execution – Becoming Proactive
• Formal portfolio reviews – generally quarterly
• Validation of progress and alignment against goals
• Analysis against benefits, not constraints
Reviews
• Under or over supply driven by performance
• Impact of project mix changes
Ongoing Capacity & Capability
• Integrated resource approach – changes in operations, support or projects
• Needs driven and project deliverable driven changes
• Comparison of actual impact vs. planned impact
Evolving Demands
• Absorbing circumstantial or portfolio driven changes
• Creating change to better utilize available resources
Change Management
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Resource Agility – Organizational View
• Inability to move resources effectively and
efficiently across projects costs money
– Lost productivity during change
– Lost performance on projects through team
disruption
• Lack of resource flexibility reduces options for
resource management
– Fewer people capable of performing required
functions
– Lack of infrastructure to track and manage skillsets
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Resource Agility – Individual View
• Role as ‘expert’ reduces opportunities for
diversity and growth
– Less interesting work
– Greater opportunity for boredom
• Silo management limits knowledge and
understanding
– Less understanding of organizational functions and
purpose
– Fewer opportunities to work with different groups
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Resource Agility Approach • Organizational ‘pain points’
• Develop redundancy and succession plans
• Exercise in risk management
• Eliminates portfolio bottlenecks
Eliminate ‘Single Points of Expertise’
• Individual ‘pain points’
• Results in more empowered and engaged resources
• Implementation of cross-training and development opportunities
Focus on Multi-Discipline
Employees
• Matrix project execution must be enterprise wide
• Creates short term performance ‘drags’ but delivers long term benefits
• Modern tools allow management of resources across divisions
Break Down Resource
Management Silos
• Job titles don’t define capabilities or interests
• Success comes from matching skills to role, regardless of title
• Assumes ability to leverage modern tools to track skills and support employee collaboration
Manage to Skills & Workloads
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Implementing Strategic Resource
Management
Understand Your Organization
Build and Maintain Skills Inventory
Understand individual goals and ambitions
Improve Planning and Forecasting
Engage the Right Resources
Implement Enterprise-Wide Planning
Monitor & Improve
Evolve Culture
Break Existing Routines
Commit to Long Term Approach
Avoid Individual Resistance
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Implementing Strategic Resource
Management
• Create positive environment and encourage
approach
– Patience when mistakes occur
– Consistent and active support
• Build infrastructure to support the environment
– Appropriate tools used appropriately
– Processes to support the people
– Training and education
– Commitment to evolution
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Upland Software
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2
The leading provider of
cloud-based enterprise
work management
applications
Who is Upland?
7 award-winning
products
~300 Uplanders
committed to innovation
& customer success
United by shared vision
to revolutionise the
way organizations work
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Guiding Principles
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Enterprise Work Management
What it is: Software that enables organisations to plan, manage and execute projects and work
Who it is for: 200 Million Knowledge Workers
What it does:
Increases Visibility, Collaboration and Productivity
IT
Strategic
Planning
Work
Execution
Process Excellence
Marketing
Finance
Professional
Services
Benefits: Optimise Resources Time Money + +
What it is
disrupting: Manual
processes
Paper-based
processes Email
applications Spreadsheets
On-premise
applications
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Document & Workflow Automation
Financial Management
Professional Services Automation
Program & Portfolio Management
Project Management & Collaboration
Time & Expense Tracking
Web Content Management
IT Marketing Finance Professional
Services
Process
Excellence
Automating the Flow of Enterprise Work
Upland products are used both vertically to address department-specific needs, as
well as horizontally to seamlessly connect multiple functions across the
organisation.
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Secure
Scalable
360 Service
Integrations
Enterprise-Class
Partner Many Built-for-
Purpose Products
One Trusted Partner
Upland brings you the best of both worlds – a family of built-for-purpose cloud applications
with the simplicity and reliability of working with a single provider.
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Award-Winning Family of Cloud-Based Products
Visionary Recognition(1)
Highlighted in Gartner Magic Quadrant for
Cloud-Based IT PPM
3 Products(2)
Ranked among leaders in their respective categories
3 Products(3)
Recognised for delivering tangible value to clients
via the cloud
Critical Acclaim(4)
Awarded and featured in numerous publications
Enterprise Work
Management
Program & Portfolio
Management
Project Workforce
Management
Financial
Management
Project
Management &
Collaboration
Workflow Automation
& Enterprise Content
Management
(1) Gartner, Inc. – “Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services” (May 2014).
(2) TopTen Reviews.com
(3) Best of SaaS Showplace (BoSS) Award – (February 2014; July 2013; May 2010).
(4) 2014 SIIA Software CODiE Award Finalist; GetApp Review (January 2014); Stage-Gate Ready (August 2013); CPA Practice Advisors – “Review of Time & Billing Systems”
(December 2013).
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Tenrox PSA
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Professional Services Automation (PSA)
• PSA software supports a company's ability to
address and respond to customer-driven
demand for services, billable projects or other
types of customer-support interactions.
• PSA software improves service delivery,
resource management, project management and
collaboration, while ensuring accurate and timely
time and expense capture and billing.
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Tenrox PSA Enables services organizations to improve service delivery
and resource management, while streamlining accurate time
and expense capture and billing.
Key Benefits & Capabilities:
• Monitor and increase resource
utilization
• Increase control over fixed bid
projects, scope change and
employee-related expenditures
• Implement consistent project
execution best practices
• Automate project compliance
with labor and industry
regulations
• Increase project visibility,
workforce productivity and
operational effectiveness
• Facilitate real-time
communication and decision-
making”
Key Functional Areas:
• Resource & Capacity Planning
• Project Planning
• Revenue Management
• Workflow Designer
• Time Tracking
• Expense Management
• Project Financials
• Analytics & Reporting
• Integration
• Mobile
Awards & Accolades:
Best Project Management Solution
PPM for PSA Certified
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Process Driven Solution
Opportunity /
Projects
Bill, Invoice,
Chargebacks
& Rev. Rec.
Analyze & Report
Integrate
Execute
Accessible Anywhere
Workflow-Engine
Plan &
Forecast
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Live Demo
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Questions?
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Contact Us:
Phone:
– Direct: 450-688-3444
– Toll free (US and Canada): 855-944-PLAN (7526)
Email: [email protected]
Website: www.tenrox.com
Connect with us:
@tenrox
Tenrox
Company: Tenrox
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PDU Credits
This webcast session entitles you to obtain 1 PDU
towards your PMP as per the PMI Organization.
This session appears on www.pmi.org web site page.
Continuing Certification Requirements System:
https://ccrs.pmi.org/search
Course information: – Provider ID#: 2579
– Provider Name: Upland Software
– Course ID: Tenrox10022014
– Program Name: A Strategic Approach to Resource Management