Lights, Camera, Action!
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Partner Series Webinar © Innotas 2014| Confidential
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How to cast for the perfect Project Portfolio Management Tool. A partner webinar series with Lewis Fowler.
Transcript of Lights, Camera, Action!
Partner Series Webinar
© Innotas 2014| Confidential
Page 2 © Innotas 2014| Confidential
Project Portfolio Management (PPM)
Application Portfolio Management (APM)
Agile Portfolio Management
Resource Management
Innotas Overview
Cloud-based Portfolio Management for increased visibility – enabling reduced project costs and increased ROI
“Leader” in Cloud PPM “Leader” “Winner” in Project
Management Software “Top 10” - Three
Years Running
400+ Customers – Healthcare, Education, Technology, Retail, Government, and Financial Services
Page 3 © Innotas 2014| Confidential
Lewis Fowler Overview Helping Fortune 1000 customers reach their enterprise strategy targets
Connecting dynamic people, processes and technology to deliver project management solutions that enable achieving business strategies.
Insights gained across a wide variety of industries and hundreds of projects
Program-centric solutions include:
o Program and project delivery
o Program Office consulting
o Performance improvement
o PPM Tool Selection / Deployment
o Project controls
o Business process reengineering
o Risk Management
Page 4 © Innotas 2014| Confidential
Guest Presenter
Senior Consultant and PMO Practice Lead for Lewis Fowler
Lewis Fowler's first employee and has been a part of the team since 2004
SME in PMO Design & Implementations, PM Assessments, PPM Tool Selections / Deployments and Project Management Processes
Completed dozens of PMO / PPM tool deployments and is a Prosci-certified Change Management Professional
Kendra Anderson, Senior Consultant and PMO Practice Lead, Lewis Fowler
5 ©2014 Lewis Fowler
Today’s Webinar
Identify The “Role" Your PPM Tool Will Play
Find The Right “Agent"
Integrate With Your "All-Star Cast"
Write a "Script" To Guide Your Selection Process
6 ©2014 Lewis Fowler
Think Of Your PPM Tool as the “STAR”…
Projects Applications
Timekeeping
Dashboards/ Reports
Portfolios
Is our company working
on the right stuff?
Enterprise Strategic Objectives
When will the stuff happen?
People | Processes |Tools
7 ©2014 Lewis Fowler
What Role(s) Does Your PPM Tool Need To Play?
Project Execution & Ongoing Portfolio
Governance
Prioritization & Scheduling
Demand Mgmt & Project Intake
• What are your company’s project needs?
• How will you learn of them?
• How will requestors justify individual
project requests?
• How will your leadership choose which
projects get approved?
• How will you rank project work?
• How will IT & Business resources
be assigned to support projects?
• When will projects begin & end?
• How will you report on project delivery results?
• How will new project requests affect ongoing and/or
upcoming project work?
Timekeeping
Application Lifecycle
Management
Financial Management & Reporting
8 ©2014 Lewis Fowler
Finding Your PPM Tool “Agent”
Who will “represent” your PPM Selection to the
organization?
9 ©2014 Lewis Fowler
Integrating With Your Existing All-Star Cast
Make sure that your PPM Tool can share center stage with others!.
10 ©2014 Lewis Fowler
PPM Tool “Casting” Is Only The Beginning: How Does the Movie Unfold?
Assess
• PMO and PPM Process Maturity
• PPM Tool Requirements
Deploy
• Users & Roles Defined
• Phased or Big Bang?
• Training
Adopt
• Process Changes
• Utilization Measurement & Compliance
Realize
• Benefits Tracking & Reporting
• Ongoing Process Improvement
Selecting & deploying the right PPM tool is a PROJECT…
manage it like one!
11 ©2014 Lewis Fowler
Critical Success Factors
Successful, Timely , PPM Tool
Deployment
Business Strategy
Alignment
Project & Portfolio
Management Processes &
Requirements
PPM Tool Capabilities
Who?
What?
When?
How?
Can you answer these PPM tool deployment questions?
12 ©2014 Lewis Fowler
Your PPM Tool Deployment “Movie”: Part Deux
Implement Consistent
Project Milestones
Improve Demand
Management
Institute
Resource
Forecasting
Strategically
Aligned
Portfolio
Create Project Dashboards
Define Roles and Responsibilities
for project teams
Implement
Portfolio &
Project
Management Tool
Improve Project
Governance
As your company
moves along its
path, new
capabilities will be
added.
Review and revise
the existing
process to
accommodate the
capabilities.
Define Project
Management
Processes
Quick Tip:
13 ©2014 Lewis Fowler
Lewis Fowler PPM Tool Engagements
4. Implementation Roadmap Vendor selection recommendations Phased deployment plan developed
1. Discovery Engagement kickoff Review / development of PPM strategy, vision, objectives Critical success factors defined
2. Assessment Current state assessment Future state vision defined
3. Findings & Recommendations Gap analysis & remediation
plans developed Detailed PPM tool requirements
captured Vendor evaluation / scoring
8310 South Valley Highway, Ste. 300
Englewood, Colorado 80112
www.lewisfowler.com
LinkedIn: http://www.linkedin.com/company/
lewis-fowler
Phone: +1 866-692-7362
Email: [email protected]
Twitter: @innotas
LinkedIn: http://www.linkedin.com/company/innotas
Lewis Fowler
Amy Fowler Stadler Managing Partner
303.618.2307
Kendra Anderson PMO Practice Lead /
Senior Solutions Consultant
720.849.3458
Innotas
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