ca Intellicenter
Enabling Resource Management –The Right People for the Right Projects
ICT02P #CAWorld
CiscoAllscriptsRicoh
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Agenda
ABOUT THE SPEAKERS
GETTING STARTED AND DRIVING ADOPTION
Q & A
MAJOR CHALLENGES AND OBSTACLES
KEY TAKEAWAYS AND RECOMMENDATIONS
1
2
3
5
6
APPROACHES AND BEST PRACTICES FOR DATA MANAGEMENT4
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Panel Discussion Speakers
Lynn HarrisIS Expert Analyst
Allscripts
@LynnHarris_VT
Clarity Administrator for 10 years
Member of CA PPM product advisory council
Functional and technical
PM, RM, DM, FM and portfolio modules
Kimberly BairdOperations Manager
Cisco
Product lifecycle management across product development
14 years at Cisco
Marketing, sales, services, engineering
CA PPM product advisory council
San Francisco Bay-Area community
Matt TrevorrowSVP, Enterprise Services Delivery
Ricoh
Responsible for pre-sales solutioning and post-sale implementation team
Two years at Ricoh-Americas
27 years at HP/EDS
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About Cisco
Cisco’s use of CA PPM: Approx. 10,000 users, 1000s of projects, over 30,000 team members Primarily used in our R&D product development groups, operations, services and IT CA PPM version 13.2, on-premises Resource Mgmt, Project Mgmt, Financial Mgmt and Portfolio Mgmt (early adoption) Multiple application integrations and customizations
Fortune 500 company and global leader in IT Networking
Cisco has shaped the future of the Internet by creating unprecedentedvalue and opportunity for our customers, employees, investors and ecosystem partners and has become the worldwide leader in networking—transforming how people connect, communicate and collaborate.
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About Allscripts
Global Healthcare IT providing services and solutions to physician offices, hospitals and post-acute care organizations.
Approximately 5,500 CA PPM users and 28,000 active projects– Began in 2002– Currently on 13.3, on-premises, SQL Server– Use CA Productivity Accelerator– Professional services, solutions development, IT services, others and growing
Project, resource and financial management: portfolio management launching Q4 Multiple application integrations (Contracts, Project, ERP, BI, WebApp and others)
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About Ricoh
Ricoh is a global technology company specializing in office imaging equipment, production print solutions, document management systems and IT services. Headquartered in Tokyo, Ricoh Group operates in 200 countries and regions. In the financial year ending March 2014, Ricoh Group had worldwide sales of 2,236 billion yen (approx. US$21.7 billion).
1,000 CA PPM users, CA PPM SaaS Automated request and assignment for pre-sales support and installation of sold projects 33k pre-sales requests from SalesForce 44k post sale projects, 41k <$6k in services—ties into Oracle Integrated Google Maps to visualize and determine placement of targeted resources
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Getting Started and Driving AdoptionLynn Harris, Allscripts
Allscripts Get leadership “buy in” and
engage users often.
Develop and understand the process, roles and responsibilities.
CA PA – Define training plan.
Sustain involvement after implementation.
Cisco Engage your stakeholders and
partner with them for success.
Set clear expectations.
Deliver successful pilot quickly.
Do whatever it takes to get them onboard.
Ricoh Get process engineers in early.
Identify evangelists, communicate why.
Select leaders to vet “How will we use it to get our job done?”—not just test system.
Push to go-live and determine adjustments versus perfection and ‘it would be nice to have …’
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Major Challenges and ObstaclesMatt Trevorrow, Ricoh
Allscripts Professional Services: book
resources to the day/hour with a visual of all resource bookings
Accounting for “to be hired” resources in capacity planning
User resistance to visibility and data maintenance
Cisco Understand the obstacles you
need to overcome to attain your goal—change management.
Plan ahead to address user experience challenges.
Plan ahead for reporting strategy.
Ricoh Culture shift from local resources
Configuring the system without a deep appreciation of our current processes
Trusting the recommendations and assignments
Reporting
GUI/Interface
Mobile for immediacy and accuracy
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Approaches and Best Practices for Data ManagementKimberly Baird, Cisco
Allscripts Evaluate the out of the box
portlets (PMO Accelerator) including the graphs/charts.
Evaluate the out of the box reports (Content Package).
Define requirements and decide best solution: portlet or report?
Data entry/maintenance should not be a chore.
Cisco Recommend Web services using
APIs
Ease-of-reporting and bulk updates are showstoppers if not addressed
Ricoh Reporting—pulled into a data
warehouse where we can slice it independently
Data integrity challenges—correlation to other system’s reports
Cycle times between activities is difficult
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Key Takeaways and Recommendations
Allscripts Don’t let the tool define the
process.
Crawl, Walk, Run approach
Embrace resistance to change.
Leverage out-of-the-box functionality as much as possible (look for process improvements).
Cisco It’s a journey, set expectations
accordingly.
Success is not about the tool, it’s about managing change.
Have patience as the business matures around a new capability with strategic value.
Ricoh Don’t over think “What if I could
get …? Can I see this? Can I get that?”
Deploy and use for four to six months, then revisit additional needs.
Get process engineers engaged ASAP.
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For More Information
To learn more about Management Cloud,
please visit:
http://bit.ly/1wEnPhz
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