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© 2018 Planview, Inc. | 1 | Confidential
Accelerating Strategic Change with
Capability & Technology
ManagementHow Capability and Technology Management can accelerate delivery of strategy
Jeff Ellerbee, Solutions Marketing Manager - Planview
Marcus Klein, Director of Product Management -
Planview
© 2018 Planview, Inc. | 2 | Confidential
Todays Business Environment
Higher stakes
and increased
complexity…
…in connecting
strategy and
delivery
Increasing
Pace of
Innovation
(or Disruption)
Convergence
of Products
and Technology
Fundamental
Shifts in the
Workforce
Digital
Transformation
of Every Industry
© 2018 Planview, Inc. | 3 | Confidential
Impacts on EA and the PMO
“By 2020, 55% of organizations will
have a continuous, and integrated,
business and IT strategy planning
effort.”1
1 Gartner Predicts 2018: Scaling to Deliver Digital Business Strategy and Technology Innovation. P. Allega, B. Burton, M. Blosch, J. Santos, D. Scheibenreif, S. Brand; 7
December 2017
© 2018 Planview, Inc. | 4 | Confidential
Specify changes in...
People
(sometimes)
Process
(often)
Technology
(always)
Business Capability Gaps
Strategy
Achieving Strategy in This Environment
© 2018 Planview, Inc. | 5 | Confidential
Achieving Strategy in This Environment
Initiate Define Design
Develop Implement Close
EA PMO
Deliver required changeDetermine required
change
© 2018 Planview, Inc. | 6 | Confidential
Work and Resource Management
Strategic
Planning
Business
Capabilities
WORK
STRATEGY
Projects
Portfolios
Stage Gate
Agile/Lean
Collaborative
Work
Roadmaps
People
Technology
Financials
RESOURCES
Assets
IoT
Locations
Products
and
Services
DELIVERY
Technology
© 2018 Planview, Inc. | 7 | Confidential
What’s Needed?
Strategic
Planning
Business
Capabilities
WORK
STRATEGY
Projects
Portfolios
Stage Gate
Agile/Lean
Collaborative
Work
Roadmaps
People
Technology
Financials
RESOURCES
Assets
IoT
Locations
Products
and
Services
DELIVERY
Technology
Capability and Technology Management
Top-down approach: Capability-based analysis to support planning
Targets broad set of strategic business decision makers
Streamlines delivery of change helping avoid the most common delivery
challenges
© 2018 Planview, Inc. | 8 | Confidential
 What changes will advance our strategy?
 Are there opportunities to take advantage of existing deployed technology?
 What is the best sequencing of changes to keep costs low and execute at maximum
speed?
 How do we transform our business for speed and continuous change?
 Where do we have risks?
 What capabilities, technologies, and processes are impacted by our planned
investments?
 How do our investment trade-offs impact the business capabilities needed to fulfill the
Types of Questions You Should be Able to Answer
Together
© 2018 Planview, Inc. | 9 | Confidential
Bring Information Together in a Single Place
Strategy
Identify
capability
gaps
Changes
required to fill
gaps
Prioritize,
plan, and
execute
changes
Programs
Projects
Inter-relationships
Strategy
Capabilities
Technology
Applications
© 2018 Planview, Inc. | 10 | Confidential
Bring Information Together in a Single Place
© 2018 Planview, Inc. | 11 | Confidential
• Understand business capability gaps for achieving strategy
• Define a capability and technology roadmap to drive strategy
• Make informed technology investment decisions to
accelerate implementation of the roadmap
• Deliver flexible cost effective technology portfolio, optimized
for your business strategy and capabilities
• Faster evaluation of rapidly accelerating technology
innovation
• Proactively manage risk from outdated/unsupported
Capability and Technology Management
© 2018 Planview, Inc. | 12 | Confidential
Understand Business Capability Gaps for Achieving
Strategy
© 2018 Planview, Inc. | 13 | Confidential
Define a Capability and Technology Roadmap to Drive
Strategy
© 2018 Planview, Inc. | 14 | Confidential
Make Informed Investment Decisions
© 2018 Planview, Inc. | 15 | Confidential
Deliver Flexible Cost Effective Technology Portfolio
© 2018 Planview, Inc. | 16 | Confidential
Faster Evaluation of Rapidly Accelerating Innovation
© 2018 Planview, Inc. | 17 | Confidential
Proactively Manage Risk
© 2018 Planview, Inc. | 18 | Confidential
• Understand business capability gaps for achieving strategy
• Define a capability and technology roadmap to drive strategy
• Make informed technology investment decisions to
accelerate implementation of the roadmap
• Deliver flexible cost effective technology portfolio, optimized
for your business strategy and capabilities
• Faster evaluation of rapidly accelerating technology
innovation
• Proactively manage risk from outdated/unsupported
Recap
© 2018 Planview, Inc. | 19 | Confidential© 2018 Planview, Inc. | 19
Thank you for your interest.
To view the entire webinar and download
the slide deck please visit:
http://planview.info/AccelerateStrategicChangeCTM

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Accelerating Strategic Change with Capability and Technology Management Webinar

  • 1. © 2018 Planview, Inc. | 1 | Confidential Accelerating Strategic Change with Capability & Technology ManagementHow Capability and Technology Management can accelerate delivery of strategy Jeff Ellerbee, Solutions Marketing Manager - Planview Marcus Klein, Director of Product Management - Planview
  • 2. © 2018 Planview, Inc. | 2 | Confidential Todays Business Environment Higher stakes and increased complexity… …in connecting strategy and delivery Increasing Pace of Innovation (or Disruption) Convergence of Products and Technology Fundamental Shifts in the Workforce Digital Transformation of Every Industry
  • 3. © 2018 Planview, Inc. | 3 | Confidential Impacts on EA and the PMO “By 2020, 55% of organizations will have a continuous, and integrated, business and IT strategy planning effort.”1 1 Gartner Predicts 2018: Scaling to Deliver Digital Business Strategy and Technology Innovation. P. Allega, B. Burton, M. Blosch, J. Santos, D. Scheibenreif, S. Brand; 7 December 2017
  • 4. © 2018 Planview, Inc. | 4 | Confidential Specify changes in... People (sometimes) Process (often) Technology (always) Business Capability Gaps Strategy Achieving Strategy in This Environment
  • 5. © 2018 Planview, Inc. | 5 | Confidential Achieving Strategy in This Environment Initiate Define Design Develop Implement Close EA PMO Deliver required changeDetermine required change
  • 6. © 2018 Planview, Inc. | 6 | Confidential Work and Resource Management Strategic Planning Business Capabilities WORK STRATEGY Projects Portfolios Stage Gate Agile/Lean Collaborative Work Roadmaps People Technology Financials RESOURCES Assets IoT Locations Products and Services DELIVERY Technology
  • 7. © 2018 Planview, Inc. | 7 | Confidential What’s Needed? Strategic Planning Business Capabilities WORK STRATEGY Projects Portfolios Stage Gate Agile/Lean Collaborative Work Roadmaps People Technology Financials RESOURCES Assets IoT Locations Products and Services DELIVERY Technology Capability and Technology Management Top-down approach: Capability-based analysis to support planning Targets broad set of strategic business decision makers Streamlines delivery of change helping avoid the most common delivery challenges
  • 8. © 2018 Planview, Inc. | 8 | Confidential  What changes will advance our strategy?  Are there opportunities to take advantage of existing deployed technology?  What is the best sequencing of changes to keep costs low and execute at maximum speed?  How do we transform our business for speed and continuous change?  Where do we have risks?  What capabilities, technologies, and processes are impacted by our planned investments?  How do our investment trade-offs impact the business capabilities needed to fulfill the Types of Questions You Should be Able to Answer Together
  • 9. © 2018 Planview, Inc. | 9 | Confidential Bring Information Together in a Single Place Strategy Identify capability gaps Changes required to fill gaps Prioritize, plan, and execute changes Programs Projects Inter-relationships Strategy Capabilities Technology Applications
  • 10. © 2018 Planview, Inc. | 10 | Confidential Bring Information Together in a Single Place
  • 11. © 2018 Planview, Inc. | 11 | Confidential • Understand business capability gaps for achieving strategy • Define a capability and technology roadmap to drive strategy • Make informed technology investment decisions to accelerate implementation of the roadmap • Deliver flexible cost effective technology portfolio, optimized for your business strategy and capabilities • Faster evaluation of rapidly accelerating technology innovation • Proactively manage risk from outdated/unsupported Capability and Technology Management
  • 12. © 2018 Planview, Inc. | 12 | Confidential Understand Business Capability Gaps for Achieving Strategy
  • 13. © 2018 Planview, Inc. | 13 | Confidential Define a Capability and Technology Roadmap to Drive Strategy
  • 14. © 2018 Planview, Inc. | 14 | Confidential Make Informed Investment Decisions
  • 15. © 2018 Planview, Inc. | 15 | Confidential Deliver Flexible Cost Effective Technology Portfolio
  • 16. © 2018 Planview, Inc. | 16 | Confidential Faster Evaluation of Rapidly Accelerating Innovation
  • 17. © 2018 Planview, Inc. | 17 | Confidential Proactively Manage Risk
  • 18. © 2018 Planview, Inc. | 18 | Confidential • Understand business capability gaps for achieving strategy • Define a capability and technology roadmap to drive strategy • Make informed technology investment decisions to accelerate implementation of the roadmap • Deliver flexible cost effective technology portfolio, optimized for your business strategy and capabilities • Faster evaluation of rapidly accelerating technology innovation • Proactively manage risk from outdated/unsupported Recap
  • 19. © 2018 Planview, Inc. | 19 | Confidential© 2018 Planview, Inc. | 19 Thank you for your interest. To view the entire webinar and download the slide deck please visit: http://planview.info/AccelerateStrategicChangeCTM

Editor's Notes

  1. Intro: Here are some of the common market forces and challenges our customers face. Message: How are these challenges impacting you? Use this as an opportunity to tie these market forces back to the pain the prospect articulated during intros Other suggestions: I saw in your annual report, your CEO mentioned… How do those initiatives impact you? And how do you and your team deal with juggling these “new” strategic objectives? Transition: So when I talk about Eric and his ability to deliver in 4 months what used to take 12, how exactly did he do that? He did that by tying strategy to execution to maximize work and resources across his organization.
  2. Gartner predictions, and many others suggest there will be a lot more change coming, and to stay competitive for a lot of companies this is strategic.
  3. Achieving Strategy in today’s world requires: What new capabilities are required? What changes in people, process, and technology is required to enable new capabilities (that help achieve strategy)
  4. Deliver the change in the desired timeframe (PMO) Execute on the work to materialize the change that adds a new business capability, or improves an existing one.
  5. This is how Planview looks at this category of Work and Resource Management. Strategy to delivery across all work and resources.
  6. Intro: So work and resource management is about connecting strategy and execution, where execution is defined by work and resources. Message: Every company builds a strategic plan, the products and services you offer as an organization and the business capabilities you require to bring that strategy to life. Whether it’s to drive innovation, improve customer experience or open new markets (…. Relate examples to the company per the annual report, the conversation with the prospect, which market forces they associated with, etc.) you need to maximize the Resources available, not just about People and Money, it’s about all the other resources your company has to leverage. Technology, Assets, and Locations, you need to put all of those resources to work in an optimized way. (Relate these to the resource types your prospect has identified, ask them which are key for them??) On the work dimension, it’s work of every type. For Eric at Flowserve, it’s all about Stage-Gate and Roadmaps. For other customers it’s about Projects and Agile delivery (Relate these to what you have learned about your Prospect!!). Transition: How do we bring this to life for you? We do that in the form of Solutions.
  7. Answers to these questions help the business make better investment decisions and get everyone in the organization on the same page
  8. To answer these questions the EA and the PMO must bring together all the information in one place, For speed they can no longer operate with separate silos of information they must use an integrated
  9. To answer these questions the EA and the PMO must bring together all the information in one place, For speed they can no longer operate with separate silos of information they must use an integrated
  10. This is what Capability and Technology Management is.
  11. Understand business capability gaps for achieving strategy
  12. Define a Capability and Technology roadmap to drive strategy
  13. Make informed technology investment decisions to accelerate implementation of the roadmap
  14. Deliver flexible cost effective technology portfolio, optimized for your business strategy and capabilities
  15. Faster evaluation of rapidly accelerating technology innovation
  16. Proactively manage risk from outdated/unsupported technology
  17. This is what Capability and Technology Management is.