CA Project and Portfolio Management Budgeting & Forecasting

1. Tech Talk: CA Project and Portfolio Management Budgeting & Forecasting Kurt Steinle Agile Management Brian Nathanson CA Technologies Sr Principal Product Manager, CA PPMVP, Product Management, CA PPM CA Technologies Denice Brown Sr Director, Product Management, CA PPM CA Technologies AMT11T

2. 2 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD For Informational Purposes Only © 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies. The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA. Terms of this Presentation

3. 3 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Brian Nathanson CA Technologies Sr Principal Product Manager CA PPM Kurt Steinle CA Technologies VP, Product Management CA PPM Denice Brown CA Technologies Sr Director, Product Mgmt CA PPM Your Hosts

4. 4 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Our Topic Budgeting & Forecasting  How do you group your info?  What dimensions do you use? – Which ones are missing?  Should we go back to calling it a “budget” and a “forecast”?  What views are missing (hierarchy, P&L)?  Would you like to autopopulate cost plans?  Do you capture/work with non-labor costs?  Do you need duplicate group bys?

5. 5 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM Ultimate Vision Change Management Work Management Agile Strategic Enterprise Tactical Jan Feb Mar Q2 Q3 Q4 Year 2 Year 3 Year 4 Year 5 Top Tier Funding Allocation Operational EXECUTION STRATEGY “Own the Planning”  Improvement to Project Planning  Enhanced Product Planning  Enablement of Enterprise Agility  Enhanced Application Portfolio Planning “Own the Money”  Financial Engine  Budgeting & True Cost Management  Project & Program Mgt and Funding “Own the Outcomes”  Empowering the mobile user  Aligning funds to CIO’s strategy  Relevant CA PPM visualizations for mobile “Capture the Work”  RESTful API Gateway to VersionOne, Rally, Jira, and other work management tools

7. 7 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Must-See Demos Simplify Your Application Portfolio CA PPM Theater - Agile Management Identify the Right Investments CA PPM Theater – Agile Management Optimize Business Operations Business Transformation CA PPM Theater – Agile Management CA PPM Theater - Agile Management