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Ben Chamberlain, UMT360: PPM + Financial Intelligence = Greater ROI

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Ben Chamberlain, UMT360 gave this presentation at Microsoft and UMT event Project Portfolio Management Exchange at Microsoft San Francisco office on January 14, 2014. …

Ben Chamberlain, UMT360 gave this presentation at Microsoft and UMT event Project Portfolio Management Exchange at Microsoft San Francisco office on January 14, 2014.

Published in: Business, Economy & Finance
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  • 1. Project Portfolio Management + Financial Intelligence = Greater ROI Presenter: Ben Chamberlain Company: UMT360 Title: Chief Product & Marketing Officer
  • 2. Agenda • UMT360’s Enterprise Portfolio Management Solution • Project & Portfolio Financial Intelligence • What’s Missing With Today’s PPM • Trifecta of Business Value Erosion • How UMT360 for Project Server can Help • How to Get Started • Questions & Answer
  • 3. UMT360 -Enterprise Portfolio Mgmt. Digitalize Investment Planning & Controls Connected Enterprise Financial Transparency Portfolio Intelligence Synchronize Roadmaps 360O view across your business and IT portfolios Improve budgeting & base decisions on ROI Collaborate to model & finalize decisions Build & track transformation roadmaps
  • 4. UMT360 -Enterprise Portfolio Mgmt. Realize More ROI from Project Server PPM + Financial Intelligence PPM + Application Portfolios PPM + IT Business Management Positioned as Visionary in 2013 Integrated IT Portfolio Analysis Magic Quadrant 2013 Project Portfolio Management Partner of the Year
  • 5. The Statistics Are Alarming Traditional PPM is Falling Short! 21% 33% of all completed projects experience cost overruns of between 10% & 20% of all projects fail to complete or get implemented Gartner Group Standish Group 42% Of all projects are delivered late or over budget Standish Group 33% Of projects do not meet their goals or business intent PMI
  • 6. The Statistics Are Alarming Failure to Realize up to 46% of Business Value Budget Effectiveness 35% Ineffective Spend No 46% Yes 65% 54% Effective Spend Achieved Business Value 46% Unrealized No business value 46% Yes 54% 54% Realized business value
  • 7. The Trifecta of Business Value Erosion Failure to Realize up to 46% of Business Value 1. Unreliable Cost Estimates • Over estimating leaves potential project candidates on the table • Under estimating results in cost overruns and cancelling initiatives 2. Project Success Rates 3. Budget Utilization
  • 8. Business Value Erosion Impact of Success Rates & Budget Utilization Under estimating results greater planned business value from the portfolio 100% 87% 80% Baseline Portfolio Selected Portfolio Business Value 70% Over estimating reduces planned business value from the portfolio 50% 0% $25m $50m $75m $100m Cost $125m $150m
  • 9. The Trifecta of Business Value Erosion Failure to Realize up to 46% of Business Value 1. Unreliable Cost Estimates • Over estimating leaves potential project candidates on the table • Under estimating results in cost overruns and cancelling initiatives 2. Project Success Rates • Failure to implement projects yields no business value • Cost overruns impacts strategic yields & reduces available portfolio funds 3. Budget Utilization • Not starting projects or carrying over projects destroys value • Optimistic forecasting results in Q4 budget obtainment surprises
  • 10. Business Value Erosion Impact of Success Rates & Budget Utilization Baseline Portfolio 100% Selected Portfolio Business Value 80% 66% Impact of Project Failure Rates Impact of Cost Overruns 50% 44% Impact of Budget Utilization 0% $25m $50m $75m Cost $100m $125m $150m
  • 11. From PMO to Enterprise PMO Project & Portfolio Financial Intelligence is Key PMO • • • • • • Governance Resources Schedule Deliverables Issues & Risks Budget • • • • • Alignment Financials Risk Integration Benefits Realization Enterprise PMO
  • 12. Inadequate Software Tools Failure to Integrate Financial & PPM Practices X Excel Spreadsheets Disconnected and error prone Excel Spreadsheets makes it difficult to standardize and govern project budgeting and tracking processes. ERP Systems Provides the ‘chart of accounts’ view needed by the finance team, they fail to deliver the complete financial transparency needed by PPM teams. Traditional PPM Systems Provides strong execution-oriented project and resource management capabilities but lack the sophistication needed to effectively control project and portfolio financials.
  • 13. UMT360 for Project Server Integrated Project & Portfolio Financial Intelligence Standardize Governance & Investment Controls Maximize ROI Streamline Capital Planning & Improve Selection Automate Cost Tracking & Variance Analysis ANALYSIS & DECISIONS STRATEGY FINANCIALS PROJECTS PROGRAMS Gain Insights & Effectively Reallocate Funds Track Benefits Realized & Analyze Results
  • 14. UMT360 for Project Server Complete Project & Portfolio Financial Intelligence “UMT360 seamlessly integrates with Microsoft Project Server helping companies gain complete financial intelligence across their project and program portfolios and more effectively collaborate to improve investment decisions.” Ludovic Hauduc General Manager, Microsoft Project
  • 15. How to Get Started with PFI Take a Phased Approach Establish Benefits Realization 9% - Analyze & Optimize Capital Spend 6% - - Level 5 - Level 4 Integrate with LoB Systems - Level 3 3% - Financial Mgt. Foundation Phase 1 - Level 2 Phase 2 Phase 3 Phase 4 Increase Financial Maturity Level (1 to 5) Portfolio ROI Improvement (0 to 12%) 12% -

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