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From Promise to Payoff:
Achieving Breakthrough Results with PPM Tools

                                                               Presenters:
                                                               Craig Jackson, Principal Consultant PowerSteering Software
                                                               Tim DeGennaro, Researcher, Forrester
                                                               Sharyn Leaver, VP and Practice Leader, Forrester




Welcome! Thank you for joining us.
View the full presentation now.

Or Contact Us
PowerSteering Software
www.powersteeringsoftware.com
1-866-390-9088


 1   © 2010 Forrester Research, Inc. Reproduction Prohibited
From Promise to Payoff


                    Achieving Breakthrough
                    Results with PPM Tools
Today’s Presenters




    Craig Jackson,                                             Tim DeGennaro,   Sharyn Leaver,
    Principal Consultant                                       Researcher       Vice President and
                                                                                Practice Leader




3    © 2010 Forrester Research, Inc. Reproduction Prohibited
PPM tools provide tremendous
                           value when approached
                                   properly.




4   © 2010 Forrester Research, Inc. Reproduction Prohibited
Agenda


The ROI Of PPM Tools

Common Implementation Mistakes

Lessons Learned From Successful Users

Crawl-Walk-Run to PPM Value

Final Suggestions And Questions




5   © 2010 Forrester Research, Inc. Reproduction Prohibited
PPM Delivers Value From Many Directions

                                                                     -10%

                                                                  Reduction of
                                                                   low-value
                                                                    projects

                                         -25%                                                +10%

                                  More effective                                           Improved
                                 time usage and                                            resource
                                  less overhead                                            utilization
                                                              Hard-dollar

                                                                    returns

                                                      -15%                          -10%

                                                  Reduced                        Reduced cost
                                               project failures                    overruns




6   © 2010 Forrester Research, Inc. Reproduction Prohibited
How That Value Is Achieved
PPM Helps Improve…
                                               Portfolio Governance


           Strategy Roadmaps   Portfolio Dashboards   Optimization & Rebalancing     Approvals & Workflow




      Demand                         Project                        Resource                         Analysis &
     Management                    Management                      Management                       Measurement




  Idea Portal                   Project Roadmaps                Capacity Analysis                 Forecasts v. Actuals

  Work Requests                 Gantt & WBS                     Resource Allocation               Ongoing Cost &
                                                                                                  Benefit Tracking
  Prioritization                Dependencies &                  Skills & Certifications
                                Constraints                                                       Replicate Best Practices
  Business Cases                                                Resource Pools
                                Time & Expense                                                    Ad Hoc Reporting
  Project Charters                                              Configurable Roles
                                Document Management                                               KPIs
  Resource Estimates                                            Billing Rates
                                                                                                                             7
Client Examples


                                         Monthly reporting that used to take 3-4 days now takes
                                         20 minutes.




                                         Achieved a 25% reduction in project cycle time across
                                         the organization.



                                         A business unit achieved a 300% increase in products
                                         launched annually, with “significant increase” in on-time
                                         delivery.



©2010, PowerSteering Software, Inc. All Rights Reserved.                                             8
Agenda


The ROI Of PPM Tools

Common Implementation Mistakes

Lessons Learned From Successful Users

Crawl-Walk-Run to PPM Value

Final Suggestions And Questions




9   © 2010 Forrester Research, Inc. Reproduction Prohibited
The Three General Challenges Of PPM
 Implementation



                                                                           Keeping
                                                                            PPM
                                                          Supporting       Evolving
                                                          “The right
                                                            PPM”



                                                                        Driving
                                                                       Adoption




                                                       PPM Tool Value


10   © 2010 Forrester Research, Inc. Reproduction Prohibited
Agenda


 The ROI Of PPM Tools

 Common Implementation Mistakes

 Lessons Learned From Successful Users

 Crawl-Walk-Run to PPM Value

 Final Suggestions And Questions




11   © 2010 Forrester Research, Inc. Reproduction Prohibited
Successful PPM User-Organizations Do Prep-Work
 As They Search For Tools

                                              Performance
                        Supporting            • Define and document current processes
                        “The right
                          PPM”                • Define user roles and what they need from the
                                                vendor


                                              Stagnation
                          Keeping             • Define which aspects of PPM will be the most
                           PPM
                          Evolving              beneficial to improve
                                              • Check up on data availability and quality


                                              Adoption
                          Driving             • Appoint a project owner, goal them on success
                         Adoption             • Prepare messaging: What’s in it for you?




12   © 2010 Forrester Research, Inc. Reproduction Prohibited
Agenda


 The ROI Of PPM Tools

 Common Implementation Mistakes

 Lessons Learned From Successful Users

 Crawl-Walk-Run to PPM Value

 Final Suggestions And Questions




13   © 2010 Forrester Research, Inc. Reproduction Prohibited
Phased Deployment for PPM Success
                      CRAWL                                WALK                       RUN




           Demand capture (Project              More sophisticated           Detailed project cost
           Requests)                            prioritization               estimation
           Simple Prioritization                More sophisticated           Project scheduling and
           Project Governance                   financials and measurement   detailed task
           Simple budget, cost and              More portfolios and          management
           benefit tracking                     dashboards, with more        Time capture
           Report Wizard/Visual                 sophisticated measures       Full-blown Resource
           Portal reporting                     More detailed financial      Management
           A few standard dashboards            tracking                     Automated interfaces for
           and portfolios                       Capacity Management          detailed cost tracking



                         50%                               30%                      20%
©2010, PowerSteering Software, Inc. All Rights Reserved.                                                14
“Crawl-Walk-Run” Implications

        Greatest impact of the process comes from improving governance &
         optimizing demand.
        Ease organizational adoption by implementing the right functionality at
         the right time.
        People, Processes, and Systems must be in sync. Cannot succeed without
         all three.
        The target maturity is typically “Walk” across the enterprise.
         (Some sectors may wish to Run.) It provides the right amount of control
         without over engineering the solution.




©2010, PowerSteering Software, Inc. All Rights Reserved.                           15
Improve High-Level Decision Making…




                                      16
…& Be Wary of Lower-Value Overhead Tasks




©2010, PowerSteering Software, Inc. All Rights Reserved.                         17
Don’t Forget the “What’s In It for Me?”

       Executives
          • Focus on the Big Picture & always have an eye on results
          • Key PPM attribute: improving decision making & financial returns
       Managers
          • Need to manage staff effectively & demonstrate “value creation” to
            leadership
          • Key PPM attribute: management by exception, ability to easily
            aggregate and validate data for reporting
       Team Members
          • Like tools that make their job easier, resent those that only create
            “busy work” from which they don’t benefit
          • Key PPM attribute: “What do I need to do next & how do I do it?”;
            ease-of-use
©2010, PowerSteering Software, Inc. All Rights Reserved.                           18
Agenda


 The ROI Of PPM Tools

 Common Implementation Mistakes

 Lessons Learned From Successful Users

 Crawl-Walk-Run to PPM Value

 Final Suggestions And Questions




19   © 2010 Forrester Research, Inc. Reproduction Prohibited
6 Key Takeaways for Achieving PPM Results

       Take the time to evaluate your current processes & needs
       Use “Crawl-Walk-Run” to identify where the highest PPM value exists
       Avoid the “Big Bang” approach – incremental roll-out reduces
        overhead, minimizes change management, and establishes early wins
       Understand “What’s in it for me?” for different roles; use this to inform
        your deployment plan and gain buy-in
       Select a PPM tool that can meet both your current and future
        requirements – easily and cost effectively
       When evaluating tools, look beyond the functional checklist to
        understand how the solution encourages adoption, value realization
        and ROI

©2010, PowerSteering Software, Inc. All Rights Reserved.                            20
Thank You!




     Craig Jackson,                                             Tim DeGennaro,             Sharyn Leaver,
     Principal Consultant                                       Researcher                 Vice President and
     cjackson@psteering.com                                     tdegennaro@forrester.com
                                                                                           Practice Leader
                                                                                           sleaver@forrester.com



21    © 2010 Forrester Research, Inc. Reproduction Prohibited
Achieving Breakthrough
Results with PPM Tools


View the full presentation now.

Or Contact Us
PowerSteering Software
www.powersteeringsoftware.com
1-866-390-9088




22   © 2010 Forrester Research, Inc. Reproduction Prohibited

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Achieving Breakthrough Results With PPM Tools

  • 1. From Promise to Payoff: Achieving Breakthrough Results with PPM Tools Presenters: Craig Jackson, Principal Consultant PowerSteering Software Tim DeGennaro, Researcher, Forrester Sharyn Leaver, VP and Practice Leader, Forrester Welcome! Thank you for joining us. View the full presentation now. Or Contact Us PowerSteering Software www.powersteeringsoftware.com 1-866-390-9088 1 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 2. From Promise to Payoff Achieving Breakthrough Results with PPM Tools
  • 3. Today’s Presenters Craig Jackson, Tim DeGennaro, Sharyn Leaver, Principal Consultant Researcher Vice President and Practice Leader 3 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 4. PPM tools provide tremendous value when approached properly. 4 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 5. Agenda The ROI Of PPM Tools Common Implementation Mistakes Lessons Learned From Successful Users Crawl-Walk-Run to PPM Value Final Suggestions And Questions 5 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 6. PPM Delivers Value From Many Directions -10% Reduction of low-value projects -25% +10% More effective Improved time usage and resource less overhead utilization Hard-dollar returns -15% -10% Reduced Reduced cost project failures overruns 6 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 7. How That Value Is Achieved PPM Helps Improve… Portfolio Governance Strategy Roadmaps Portfolio Dashboards Optimization & Rebalancing Approvals & Workflow Demand Project Resource Analysis & Management Management Management Measurement Idea Portal Project Roadmaps Capacity Analysis Forecasts v. Actuals Work Requests Gantt & WBS Resource Allocation Ongoing Cost & Benefit Tracking Prioritization Dependencies & Skills & Certifications Constraints Replicate Best Practices Business Cases Resource Pools Time & Expense Ad Hoc Reporting Project Charters Configurable Roles Document Management KPIs Resource Estimates Billing Rates 7
  • 8. Client Examples Monthly reporting that used to take 3-4 days now takes 20 minutes. Achieved a 25% reduction in project cycle time across the organization. A business unit achieved a 300% increase in products launched annually, with “significant increase” in on-time delivery. ©2010, PowerSteering Software, Inc. All Rights Reserved. 8
  • 9. Agenda The ROI Of PPM Tools Common Implementation Mistakes Lessons Learned From Successful Users Crawl-Walk-Run to PPM Value Final Suggestions And Questions 9 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 10. The Three General Challenges Of PPM Implementation Keeping PPM Supporting Evolving “The right PPM” Driving Adoption PPM Tool Value 10 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 11. Agenda The ROI Of PPM Tools Common Implementation Mistakes Lessons Learned From Successful Users Crawl-Walk-Run to PPM Value Final Suggestions And Questions 11 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 12. Successful PPM User-Organizations Do Prep-Work As They Search For Tools Performance Supporting • Define and document current processes “The right PPM” • Define user roles and what they need from the vendor Stagnation Keeping • Define which aspects of PPM will be the most PPM Evolving beneficial to improve • Check up on data availability and quality Adoption Driving • Appoint a project owner, goal them on success Adoption • Prepare messaging: What’s in it for you? 12 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 13. Agenda The ROI Of PPM Tools Common Implementation Mistakes Lessons Learned From Successful Users Crawl-Walk-Run to PPM Value Final Suggestions And Questions 13 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 14. Phased Deployment for PPM Success CRAWL WALK RUN Demand capture (Project More sophisticated Detailed project cost Requests) prioritization estimation Simple Prioritization More sophisticated Project scheduling and Project Governance financials and measurement detailed task Simple budget, cost and More portfolios and management benefit tracking dashboards, with more Time capture Report Wizard/Visual sophisticated measures Full-blown Resource Portal reporting More detailed financial Management A few standard dashboards tracking Automated interfaces for and portfolios Capacity Management detailed cost tracking 50% 30% 20% ©2010, PowerSteering Software, Inc. All Rights Reserved. 14
  • 15. “Crawl-Walk-Run” Implications  Greatest impact of the process comes from improving governance & optimizing demand.  Ease organizational adoption by implementing the right functionality at the right time.  People, Processes, and Systems must be in sync. Cannot succeed without all three.  The target maturity is typically “Walk” across the enterprise. (Some sectors may wish to Run.) It provides the right amount of control without over engineering the solution. ©2010, PowerSteering Software, Inc. All Rights Reserved. 15
  • 17. …& Be Wary of Lower-Value Overhead Tasks ©2010, PowerSteering Software, Inc. All Rights Reserved. 17
  • 18. Don’t Forget the “What’s In It for Me?”  Executives • Focus on the Big Picture & always have an eye on results • Key PPM attribute: improving decision making & financial returns  Managers • Need to manage staff effectively & demonstrate “value creation” to leadership • Key PPM attribute: management by exception, ability to easily aggregate and validate data for reporting  Team Members • Like tools that make their job easier, resent those that only create “busy work” from which they don’t benefit • Key PPM attribute: “What do I need to do next & how do I do it?”; ease-of-use ©2010, PowerSteering Software, Inc. All Rights Reserved. 18
  • 19. Agenda The ROI Of PPM Tools Common Implementation Mistakes Lessons Learned From Successful Users Crawl-Walk-Run to PPM Value Final Suggestions And Questions 19 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 20. 6 Key Takeaways for Achieving PPM Results  Take the time to evaluate your current processes & needs  Use “Crawl-Walk-Run” to identify where the highest PPM value exists  Avoid the “Big Bang” approach – incremental roll-out reduces overhead, minimizes change management, and establishes early wins  Understand “What’s in it for me?” for different roles; use this to inform your deployment plan and gain buy-in  Select a PPM tool that can meet both your current and future requirements – easily and cost effectively  When evaluating tools, look beyond the functional checklist to understand how the solution encourages adoption, value realization and ROI ©2010, PowerSteering Software, Inc. All Rights Reserved. 20
  • 21. Thank You! Craig Jackson, Tim DeGennaro, Sharyn Leaver, Principal Consultant Researcher Vice President and cjackson@psteering.com tdegennaro@forrester.com Practice Leader sleaver@forrester.com 21 © 2010 Forrester Research, Inc. Reproduction Prohibited
  • 22. Achieving Breakthrough Results with PPM Tools View the full presentation now. Or Contact Us PowerSteering Software www.powersteeringsoftware.com 1-866-390-9088 22 © 2010 Forrester Research, Inc. Reproduction Prohibited

Editor's Notes

  1. To add or remove rows in the table:Select the table. Your cursor will change to an icon of two lines and an arrow above and below will appear on mouse-over of the baseline of the row.Right-click and select INSERT > ROW BELOW. Or DELETE ROW.To add a row after the last row, you can press [Tab], and the cursor will go to a new row.Highlighting new areas:Select the bracket group from the right bracket. Hold SHIFT and pull cursor down over the next bullet item. Select the previously highlighted text and in the HOME tab unclick the [B] button for bold, and click on the [A]buttonand choose the gray swatch (Gray-50%, Accent 5) second to last in the top row of the palette. Select the text for the newly highlighted area and click the [B] button for bold, and click on the [A]buttonand choose black.