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Integrated it portfolio management using epm live's it engine app



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  • Salesforce serves small, medium, and large sized companiesSmall companies benefit with access to enterprise apps and infrastructure that they might not be able to afford- Large companies benefit with the innovation, rapid scalability, and rapid deployment of people and apps in the cloud
  • Gartner key findings regarding IT challenges:Coordination and integration of key processes are limited across application development, project and portfolio management, and IT operations managementAutomation of process and tool utilization are inconsistent throughout IT.Service and application service metrics and service-level agreements (SLAs) are ad hoc and uncoordinated
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  • 1. Integrated Portfolio Management ForITUsing EPM Live’s ITEngine ApplicationEmpowering PPM Work Management Success Jim PattersonWebinar Series
  • 2. EPM Live is the Global Leading PPM WorkManagement Platform that Revolutionizes the Way Organizations Manage Projects and Work  Experienced: PPM/Consulting Since 1999  Fast: Pre-built Solution Apps  Low Risk: Online SaaS and On-Premise  Proven: Over 5,000 Successful Customers Products | Deployment Services | Professional Services | Online Services Confidential
  • 3. Recognition for Innovation Complete, Leader in Market Leading Customer Leader Technolog Success y PPM Magic Quadrant Fastest Growing EMA Next Generation EPM Partner of the Year 2010, 11 & 12 Business Visionary Award 2012 2005, 06, 08 & 09 2008, 09, 10, 11 & 12 Rated Top App North America Winner Top User Rated Product Bronze Award 2012 2010 & 2011 2010, 2011 & 2012 2011 & 2012 Best Project Management “Simple, yet Comprehensive “EPM Live Transforms Top 15 Web Apps Software, 2012 Project Management Tool” PPM Work Management” 2012 Confidential
  • 4. EPM Live Serves Companies of Every Size Over 5,000 Successful Customers ENTERPRISE MID-MARKET SMALL BUSINESS “EPM Lives count of new customers for each of the past three years is staggering and impressive” Daniel Stang, Confidential
  • 5. The Power to Choose Apps Environment Services Training Support Simple Todo  SaaS (The  Do-it-  Online  Standard Management Cloud) Yourself Training Success Support Videos Package Project  Hosted Portfolio  Build-to-  Instructor  Premier Management  On-Premise Order Quick Lead Success Start Packages Service  Train-the Management  Select Trainer Deployment Application Services  EPM Live Management University  Custom New Product Deployment Development Confidential
  • 6. IT Planning & Control Management
  • 7. The Business Needs Align work with strategicRationalize investment objectives 0 Manage work and Gain visibility and resources effectively control over IT work Confidential
  • 8. IT in Organizations is Changing Today’s IT Organizations Tomorrow’s IT Organizations  Focused on Customer Focused on Technology Outcomes Firefighting Mode  Demand-Driven IT Organizational  Enterprise Services and “Stovepipes” Process Unknown Costs  Financial Transparency Technical Metrics  Business Value Confidential 8
  • 9. IT Challenges – Distributed teams and localized processes • Coordination and integration of key processes are limited across application development, project and portfolio management, and IT operations management – Disconnected and Overly Complex Systems: • Automation of process and tool utilization are inconsistent throughout IT. – Service and application service metrics and service-level agreements (SLAs) are ad hoc and uncoordinated Confidential
  • 10. Disconnected Systems & Processes Service Project ApplicationManagement Management Management • Incidents • Tasks • User Stories • Problems • Issues • Defects • Changes • Changes • Tasks • Actions • Testing • Maintenance • Work is managed by parallel processes • Multiple entry points of work that is associated • Departmental silos enforcing their own processes, priority and deployment Confidential
  • 11. ITPC Maturity Valued BusinessOptimization IT moves from being a cost Partner center to becoming a valued business partner through IT maturity Cost CenterSub-optimization Reactive Documented, Not Followed Followed Proactive Optimizing Confidential
  • 12. Disconnected People & Processes Stakeholders Executives Managers Team Customers Simple Task Project IT Service Business Application Asset Management Portfolio Management Process Lifecycle Management Management Management Management “A comprehensive PPM tool investment is likely to provide an ROI of more than 250%" Confidential
  • 13. IT Work Management Platform Schedule Enterprise Work Capabilities Portfolio Managemen Resource Financial Time Business Management t Management Management Management Intelligence Project Portfolio IT Service Application Lifecycle Asset Management Management Management Management Site Apps (Work Processes) Build Your Own Projects Accounts Opportunities Contracts Incidents Maintenance To-dos Actions Approvals Changes Bugs Tasks Backlogs Issues Applications Deliverables Documents Service Requests Defects Work Features Integration Other LOB’s Confidential
  • 14. All IT Work Together Business Value Applications Services Projects Incidents Service Portfolio Projects Incidents, Changes, Problems Reporting Changes Metrics Dashboards Select Application Portfolio Status Reports Work Releases, Backlog, Test Cases Execution Demand Resource Management Work Management Time Management Project Portfolio Projects, Tasks, Issues, RisksFunnel All Work Through a Common Governance and Control Structure. Confidential
  • 15. Built In SharePoint Browsers Demand Portfolio Financial Resource Schedule Managemen Managemen Managemen Managemen Managemen t t t t t Work Time Social Managemen Governance App Managemen Collaboratio t & Workflow Marketplace t n Content Contextual Sites & Business Managemen Compliance Search Portals Connectivity t Enterprise Communitie Business Security Web parts Composites s Intelligence SQL Reporting Services, Analysis Services, Integration Services Confidential
  • 16. Built in SharePoint Use what your team already knows (Reduce Adoption Risk) Leverage existing IT resource skill sets to administer and maintain Less dependency on the software vendor compared to proprietary solutions/platforms Leverage powerful core capabilities of a robust collaborative platform (ECM, Search, Workflows, etc.) Leverage what you already own (Save Money) Confidential
  • 17. EPM Live In The Cloud (SaaS) The Cloud Delivers Fast Time to Value Software Cloud Computing Automated Upgrades Large Operating Expenses Cloud Computing ValueValue Value Time No Capital Expenses Upgrade ExpenseLarge Capital Expense & High Risk 53% of software projects cost Average 51% ROI 189% of original estimate1 within 12 Months2 1 Standish Group, Chaos Report 2006 2 Third-Party CustomerSat Research Confidential
  • 18. The Cloud Delivers Lower TCO On Premises = Cloud Computing: Hidden Costs 46% Lower TCO1 Licenses No Upfront License Fees Hardware No Hardware Infrastructure Consultants Lower Implementation Costs Infrastructure Maintenance Free Upgrades Dedicated Staff No Ongoing Maintenance Fees Upgrades Predictable 1Source: Yankee Group: Hosted vs. Premise based Sales Solutions: TCO and Trade Offs Confidential
  • 19. EPM Live’s ITEngineCapabilities and Features
  • 20. Key Application Management Features Application Portfolio Management Agile Schedule Management Resource Management Cost Management Task & Work Management Time Management Test Case Management Defect Management Change Management Document Management Reporting & Business Intelligence TFS Integration Confidential
  • 21. Key IT Service Management Features Confidential
  • 22. Project Portfolio Management Features Confidential
  • 23. Demand Management Empower Your Business Customer to Submit Request Through Web FormsAll Work Requests arecaptured fromcommon Self ServicePortalEnhance business userexperience with fullvisibility of entirerequest processRoute Requests toappropriate teambased on type of work Incidents Projects Applications Confidential
  • 24. Service Management Effectively Manage Service Maintain all Requests To Provide A Superior service requests from a single Customer Experience location Meet unique needs based type of service request Increase efficiency through instant visibility and assignment Confidential
  • 25. Service Level-Agreements Manage Service AgreementsSLA terms loggedin a single system As NegotiatedService personnelall aware ofcontractualobligationsCustomers receiveconsistent levels ofservice Confidential
  • 26. Application Portfolio Management Manage Application Assets Throughout Their Useful LifecycleMaintain inventory ofall companyapplications and assetsRoadmap lifecycle andmaintenance of allapplicationinvestmentsAchieve efficienciesand eliminateredundancies Confidential
  • 27. Project Portfolio Management Align Projects with Strategic Objectives Align resources and investments with strategic objectives Review comprehensive, real- time portfolio information to ensure effective decision making Determine optimal portfolio under budget and business constraints Confidential
  • 28. Governance & Workflow No Action Request For 2 Days Send to Approve Define multiple Approval Approve Portfolio Manager workflows to Yes standardize, comm Send to unicate, and Manager enforce the governance framework across the organization Define workflows for consistent governance controls Confidential
  • 29. Financial Management Determine Optimal Budget Under Business Constraints Understand budgets and actual spending Compare current Investments against forecasted & actual performance More accurately monitor of finances Integrate with other Financial Systems Confidential
  • 30. Resource Management Get People Working On The Right Work Analyze and assign At The Right Time resources to work based on skill, availability, and location More accurately forecast staffing needs Understand current and long-term skill gaps View strategic resource utilization Confidential
  • 31. Schedule Management Manage work Gain Visibility and Control from simple work Across All Work items to large programs Deliver work on time and on budget Build Work Plans Using Web-based Planner Manage Backlogs Using Agile Planner Confidential
  • 32. Agile Management Iterative Application and Product Development Iterative development and maintenance of application assets Common tools for agile, projects and services Integration with other SDLC tools TFS Integration Confidential
  • 33. Work Management Increase the effective working Manage and Track All Your Work time Demands In Your Organization Increase team members’ Initiate Plan Execute Control Close ownership and Tasks Actions Risks accountability of ECM this process Issues Documents Punch Lists Contracts Increase control over the execution Meetings Defects of work Deliverables Bugs Approvals Changes Invoices Managers have Procurements more visibility into work priorities Confidential
  • 34. What-If Modeling Confidential
  • 35. Time Management Report time-phased actual work on any Understand Where People Are SharePoint Work Really Spending Their Time item Save, Submit, Select Period, Add, Remove Timesheet Items Capture special time categories such as billable, non- billable, regular, over time, and more Confidential
  • 36. Social Collaboration Keeping Everyone Informed & Up-to-Date Confidential
  • 37. Reporting Gauge overall Make The Right Decisions On progress of the various work Data You Can Trust investments throughout their lifecycle Identify trends over time to understand and improve your business Review comprehensive, real- time information to ensure effective decision making Confidential
  • 38. The PPM Work Management Stack Solution Apps Workflows, Modeling, Analysis and Reporting Features Schedules, Costs and Resources Applications Services Products Tasks Work Entities Projects Programs Portfolios Operations PlatformIntegration Excel Outlook Project Financial/HR Confidential
  • 39. App Marketplace Introducing the First PPM App Marketplace on the Market with Fully Integrated Work Solutions to Meet Every Business NeedService Management Program Management Product Management IT Management Confidential
  • 40. Demodemo Confidential
  • 41. CommunitiesAll Work, Communities allowAll Process, users to focus only on their data and theirOne Platform processes Project IT ApplicationManagement Planning & Lifecycle New Product Construction Office Control Management Development & Engineering Confidential
  • 42. Business Value Proposition No need for separate, expensive applications Generate increased value from the investment in SharePoint Increased efficiency by workers getting all work in a single solution Opportunity to retire multiple solutions that can be handled in one Confidential
  • 43. Why EPM Live? Confidential
  • 44. Next Steps Get Started Today Visit today Contact us at Toll free: 1-855-EPM-Live Confidential
  • 45. Thank youEnterprise Project Portfolio & Work Management for Everyone