Active Risk ManagerARM 9 - New Features and Benefits

ARMEmbracing Risk Management

Embracing Risk Management

This document is designed for customers who are planning to

upgrade to ARM 9 and lists all the new functionality

that will become available to help upgrade planning.

For information on the contents of any previous releases, please see the appropriate release documentation on the Customer Support Portal: support.sword-activerisk.com.

Information is also provided on the Upgrade Services offered by Active Risk. This collateral is available to download from the

Customer Support Portal together with the full set of other ARM release documentation which will be available on GA ARM 9 Release.

ARM Document Vault 3

Schedule Import Enhancements 3

Schedule Risk Analysis Enhancements 6

Cost/Impact Risk Analysis Enhancements 6

ARM Real Time Alert Enhancements 6

Audit Excel Integration 7

ARM Administration Enhancements 7

Filtering Enhancements 8

Plan title Enhancements 8

Platform Support 9

Risk Express Enhancements 9

ARM 9 Upgrade Considerations 10

Contents

A new module that allows customers to store documents on the ARM Server.

Use ARM to simply store your key documents against Activity Structures, Portfolio structures, Risks, Audits, Incidents or any component record tab.

Easily tie in supporting information whilst ensuring access to these key documents obeys your current ARM reporting and security configuration.

• Attach Incident photos and investigation reports, emails, detailed Risk impact cost breakdowns, Audit checklists and evidence, Business continuity plans and Insurance policies, Project contracts and requirements documents and other key supporting information to any ARM record or folder.

• Attach documents to any ARM record; through ARM desktop or ARM Apps.

• Upload documents directly to ARM Folders for use in future linking to records or simply for document control.

• Make attachments visible and downloadable to the right users via ARM's powerful security model.

• Browse uploaded documents using ARM's Activity & Portfolio structure.

• Supports all commonly used file types including MS Word, Excel, PDF and image files.

ARM Document Vault

ARM Real Time Alert Enhancements

Configure real-time alerting that engages wider communities,

calls users to action and drives workflow around your processes and data.

The ARM Alerting engine lets customers configure real time alerts that call users to action and drive workflow around crucial Risk, Issue, Incident and Audit tasks in the ARM system.

ARM 9 replaces the previous ARM Alerts configuration engine using the latest technology with the following enhancements that allow customers to create alerts that are appropriate to their process:

• View Alerts in a new ARM Desktop pane

• List all configured Alerts in the system in one flexible grid, so that Administrators can quickly see at a glance where alerts are setup

• Quickly enable, disable and delete Alerts

• See information on who created and modified alerts for auditing purposes

• Easy to use dialogue for creating and editing alerts to increase administrator efficiency

• See Alert data fields in both the ARM system label set and your configured terminology to minimise set up effort

• Easier to use and more flexible Alert filtering giving Administrators more power to control around when and where alerts are fired in the business process

• Additional Alert triggers, parameters and recipient types to allow organisations to further tailor alerts to fit their business processes.

3 ARM 9 - New Features and Benefits

Use ARM to simply store your key documents electronically, improving collaboration and ensuring easy retrieval and security control.

Centralise Project and Cost Risk Management, leveraging ARM's advanced reporting, security, alerting, governance and integrity to strengthen

your Risk Analysis practice

ServicesSECURITY INTEGRATION TYPE DATA FILTERING OBJECT LINKING RISK AGGREGATIONDATA HISTORY ALERTING REPORTING PROCESS CONFIGURATION UI CONFIGURATION

Components RISK HANDLING FINDINGS CONTROL ASSESSMENTS STRATEGIES

EVALUATIONS QUALITATIVE / QUANTITATIVE ACTIONS / CONTROLS / FALL BACKS CORRECTIVE ACTIONS

INVESTIGATIONS AUDITS CONTIGENCYRISKS OPPORTUNITIES EVENTS

Functional Processes

Business ProcessesORGANISATION OBJECTIVES PROJECTS REQUIREMENTS

PROCESSES ACCOUNTS ASSETS ESCALATIONS

CORE UNPLUGGED APPS EXPRESS RPM

User Interfaces ARM Domain Model

ARM 9 - New Features and Benefits 6

ARM 9 replaces the ARM Schedule Risk Analysis Engine with the very latest technology and significant feature enhancements including:

• New Project Checker facility for the Risk Manager which reports on activities loaded from the plan and their relationship constraints, constraint transformation, circular relationships, data integrity and three point estimate checks.

• Export the Project Checker results to MS Excel in order to share with other teams responsible for scheduling.

• Enhanced Monte Carlo, S Curve, Criticality, Sensitivity and Cruciality output using the latest technology to provide configurable outputs that can be exported for use directly in Project report packs.

• Additional outputs showing the Schedule Risk Analysis results for all activities and milestones with powerful display options to allow a completely configurable output.

• The ability to save the options and results of any Schedule Risk Analysis

in order to report on the trend of the forecast project end date over time. Exposing a picture of how Risk and Opportunity have affected the project to date to support future decisions around improving project delivery.

• Analyse different scenarios and produce reports to compare how projects are effected by different risk management approaches.

• Create customised Schedule Risk Analysis reports using the new Analysis RPM models (subject to customers having already purchased RPM).

• Present the planned, risk adjusted and post mitigation plan using an Enhanced ARM Gantt chart and see at a glance which risks are influencing your project delivery.

• A new Risk Analysis dashboard provides a launch pad to view and create, trend and compare different analysis for all of your projects.

Schedule Risk Analysis Enhancements

ARM 9 replaces the ARM Cost/Impact Risk Analysis Engine with the very latest technology and significant feature enhancements including:

• Bringing Schedule Risk Analysis and Cost/Impact Risk Analysis closer together through Risk Analysis Dashboarding.

• Enhanced Cost and Impact Analysis Monte Carlo, S Curve and Sensitivity output using the latest technology to provide configurable outputs that can be exported to different formats.

• The ability to save the options and results of any Cost and Impact Risk Analysis to report on the trend of the projected project cost over time. Allowing project managers to track

the progress of their project in terms of how Risk has been managed and make informed decisions on to influence delivery.

• Analyse different scenarios and produce reports to compare how costs are effected by different risk management approaches.

• Create customised Cost and Impact Risk Analysis reports using the new Analysis RPM models to produce reports that show the most relevant information for your project, department or unit.

Cost/Impact Risk Analysis Enhancements

Significant enhancements to ARM's integration with Project planning tools to make the import of schedule information easier including:

• Support for the Primavera XML file type; import a schedule directly from exported XML format files from the desktop versions of Primavera planning tools

• Import chosen custom fields from the project plan for use in schedule risk analysis reporting and ARM filtering. Use this powerful filtering to build reports that contain just the project activities, phase gates and milestones that are important on your project.

• The ability to map schedule data columns to ARM fields at the time of import

• Additional Primavera EPPM and MS Project Server plan information available on importing, such as last update information and Project ID to assist in locating the correct plan for import.

• Increased support for the number of project activities that can be imported.

• Improved error checking through the project import process

Schedule Import Enhancements

A new Excel integration with ARM that allows customers to export, update and import Audit data in to the ARM Audit Module.

Manage data loads from MS Excel into ARM’s Audit module in line with your business demand and within your required timeframes.

Use the extensive Audit Excel Integration template to repeat data loads if required, ensure a smoother transition of data from legacy and silo systems.

A new optional default with various settings to allow the ARM Administrator to pre-set and hide Mitigation Plan title from ARM users to help ease of use.

Several ARM Administration dialogues have been updated to use the latest technology to increase usability and simplicity.

Audit Excel Integration

ARM Administration Enhancements

Plan Title Enhancements

7 ARM 9 - New Features and Benefits

New filtering options to allow users to search on when individual record tabs and whole records have been last updated in the system, giving process owners better insight in the staleness and activity across risks, incidents, audits etc.

• The ability to instantly see Date Last Updated on each tab in ARM.

Copy multiple risk records to different locations in the ARM Activity Structure easily and quickly using the new Multi Copy feature.

• Distribute Risk records across different project tasks or business folders in one operation, saving time and minimizing error when preparing for Schedule or Cost Risk Analysis.

• Control which parts of Risk records are copied using ARMs standard Copy masking feature.

• Control access to this powerful feature through an additional Multi Copy role right.

Easily load data from silo and legacy systems in to ARM's

Audit Module via an extensive Excel-based template

Filtering Enhancements

Risk Multi Copy Feature

ARM 9 - New Features and Benefits 8

Risk Express Enhancements

Additional capability and data available through the Risk Express interface including:

• Extended scoring to allow Risk Express users to create, view and update 3 point estimates using any of the ARM scoring distributions. This enhances the purely qualitative assessment that was previously supported.

• Visibility of ARM record type on the Risk Express grid

Additional support for the following third party software versions:Platform Support

Primavera 8.4 Primavera 15.2 MS Project Server 2013

MS Project Professional 2013 (mpp)

Oracle 12C MS SQL Server 2014

SharePoint 2013

9 ARM 9 - New Features and Benefits

Primavera 16.1 Primavera "15.1

This document is designed for customers who are planning to upgrade from ARM 8 to ARM 9. To help customers prepare for the upgrade to ARM 9, the following is a summary of the aspects of ARM which have been changed in this release:In particular please note the following areas:

Internal training and documentationCustomers may need to perform a refresh of their user training and training documentation to include the new functionality in ARM 9.

ARM Application ServerThe installation process will upgrade files on the core ARM application server.

ARM DatabaseThe ARM database has been extended and updated to support the new functionality included in ARM 9. Therefore some underlying database tables have changed and it is recommended that all customer reports are re-tested prior to go-live

New ARM Document Vault Data StoreIf customers intend to use the new ARM Document Vault we recommend that you review the ARM 9 Pre-requisites guide for advice on the options around document storage, backups and server requirements before upgrade.

ARM Microsoft Reporting Services SuiteThere are enhancements to existing reports, an upgrade will therefore be required to upgrade the MSRS standard report set installed on the MSRS reporting server.

ARM Custom ReportingAfter every upgrade of ARM it is recommended that all custom reports are re-tested by customers in a test environment to ensure compatibility prior to go-live.

ARM Technology platformAs detailed above the release contains enhancements for the support for the latest releases of third party software integrations and technical platforms. Please check the Platform Support Matrix and the relevant interface guides for specific details.

ARM 9 Upgrade Considerations

ARM 9 - New Features and Benefits 10

How to Get in Touch with Active Risk Technical Support

Telephone +44 (0)1628 582550 (EU) or +1 (703) 673 9582 (US) +61 (3) 9988 6964 (AUS)

Email support@sword-activerisk.com

Support Portal support.sword-activerisk.com

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Tel: +44 (0)1628 582500

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Tel: +1 (703) 673 9580

Australia

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Tel: +61 3 9229 3850

www.sword-activerisk.com info@sword-activerisk.com

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