 HAVE YOU EVER BEEN SURPRISED BY
  SOMETHING OF SIGNIFICANCE IN YOUR
  BUSINESS?




               Control | Governance | Enable | Innovate& Visibility
                                      Communications | Succeed
 HAVE YOU EVER BEEN SURPRISED BY SOMETHING OF SIGNIFICANCE IN
  YOUR BUSINESS?

 HAVE YOU EVER GOTTEN INCONSISTENT MESSAGES OR INFORMATION
  FROM YOUR ORGANIZATION?

 DO YOU BELIEVE THAT YOU HAVE “AT YOUR FINGERTIPS” THE MOST
  IMPORTANT DATA AND OPINIONS ABOUT IMPORTANT ACTIVITIES AND
  EFFORTS?

 WHAT IS THE VALUE OF CATCHING OFF-COURSE ACTIVITIES EARLIER?


 HAVE YOU BEEN TOLD A PROJECT WAS OK TO FIND OUT LATER
  OTHERWISE?


                            Control | Governance | Enable | Innovate& Visibility
                                                   Communications | Succeed
Established Concept:

 Control
 Governance
 Communications and Visibility



               Control | Governance | Enable | Innovate& Visibility
                                      Communications | Succeed
Principle Objective: World Class QA
Reviews at every Phase of the Project
Lifecycle
     Control
      Knowing what is really happening

      Everyone on the same page

     Governance
      Quality Assurance and Best Practice Review

      Early risk identification

     Communications and Visibility
      Effective communications up and down the pipeline

      Accurate + Timely dashboards



                                   Control | Governance | Enable | Innovate& Visibility
                                                          Communications | Succeed
QA Reviews
 Early operational insight to enable risk mitigation

 Effective project control and governance

 Leverage of historical trends, data, and metrics

 Improved resource performance and productivity

 Enforcement of practices and standards




                           Control | Governance | Enable | Innovate& Visibility
                                                  Communications | Succeed
Management Knowledge
              Manager




                                          Best Practices ??
            Individuals
                                       Expert Knowledge ??
                                                 Etc.




              Individual
               Activity




            Control | Governance | Enable | Innovate& Visibility
                                   Communications | Succeed
Leveraged Knowledge
               O
                    Manager
               c
               c
               a
               s
               s

    Quality    i   Individuals
               o
   Assurance
               n
               a
               l


               R
               e
               v
                     Activity
               i
               e
               w



                   Control | Governance | Enable | Innovate& Visibility
                                          Communications | Succeed
Leveraged Knowledge
      K
      K                                                    K
                                                           K
  Organizational
   Organizational                                         External
                                                           External
   Knowledge
    Knowledge                                           Knowledge
                                                         Knowledge
                              Manager                     -Experts
                                                           -Experts

                    O
                                                        -Consultants
                                                         -Consultants
                    c                                      -BPs
                                                            -BPs
                    c
                    a
                    s


 Quality
                    s
                    i       Individuals
Assurance           o
                    n
                    a
                    l


                    R
                    e
                    v
                    i          Activity
                    e
                    w




                              Control | Governance | Enable | Innovate& Visibility
                                                     Communications | Succeed
Imagine if…




              Control | Governance | Enable | Innovate& Visibility
                                     Communications | Succeed
CAI’s Goal:
Create an automated system that ensures
“management, visibility, control, and
governance”
actually are occurring !!

   At all times !




                    Control | Governance | Enable | Innovate& Visibility
                                           Communications | Succeed
Project Lifecycle: Best Practices
         Best Practices                          Expert QA Reviews                            Boundaries
                       Checklists                                         Consulting Advice                    Rules



         Gate                        Gate                 Gate                Gate            Gate           Gate        Gate
                                       Re                      Se
Pr




                                          qu                     ct
  oj




                                             i   re                 io                                         Im                  P
                                                                                     Bu
    ec




                     Pl                             m
                                                     en
                                                                      n
                                                                          De                         Te          pl              Re ost
    tS




                        an                                ts                si          ild                           em           vi Pr
      et




                                                                               gn                       st              en           ew oj
        up




                                                                                                                                          ec
                                                    Remedy                                                                   t              t
                                                     Clarity
                Microsoft Project
                                                    Any Similar
                Any Similar System                   System

                                                                            APO


         Predictors, Forecasting of Future project health
                                             Comprehensive Data
                                                Repository


                                                                   Control | Governance | Enable | Innovate& Visibility
                                                                                          Communications | Succeed
Anticipate the Future: Example
Project Rework
   PRPL                  Project Rework Probability
                                   Level
   Line                                                   Attention
                                                           Needed

   This PRPL Line
   chart shows where
   the rework
   probability went
   above the UCL and
   therefore required
   management
   drilldown into the
   detailed data for
   possible action.



                        Control | Governance | Enable | Innovate& Visibility
                                               Communications | Succeed  12
Control| Governance | Communications & Visibility




Discover Automated Project Office (APO):
Control
Governance
Communications and Visibility

Always Occurring!

                    Control | Governance | Enable | Innovate& Visibility
                                           Communications | Succeed
We Built Automated Project Office (APO)
Expert Knowledge Repository
    Intellectual system designed by industry experts and collegiate educators
    IT Best Practices

Benefits
    Early operational insight to enable risk mitigation
    Effective project control and governance
    Use best practices in project methodologies

Affordable Cost and Easy Install
    $5K per month
    Software as a Service (Saas)
    Immediate implementation: No Hardware, No Programming


                                  Control | Governance | Enable | Innovate& Visibility
                                                         Communications | Succeed
How Does APO Work?
APO functions as an expert reviewer
with knowledge and best practices
that regularly reviews projects
against expectations to ensure:

Control

Governance

Communications and Visibility




                                 Control | Governance | Enable | Innovate& Visibility
                                                        Communications | Succeed
How Does APO Work?


 APO acts as a “control room”,
  providing automated analysis and
  diagnostics for each one of your
  projects, large and small.




                               Control | Governance | Enable | Innovate& Visibility
                                                      Communications | Succeed
How Does APO Work?
 It begins by pulling in operational
  information to form a holistic view of
  your projects.

 This information includes the “hard”
  project data, such as time, cost, and
  resource data.

 Unlike other tools, APO also uses brief
  questionnaires to collect subjective
  feedback from your team members to
  gain an understanding of the human
  dimensions of your projects. This is the
  input most PMOs often lack.




                                      Control | Governance | Enable | Innovate& Visibility
                                                             Communications | Succeed
How Does APO Work?
 All of your project data is then
  continuously run through a filter of
  expert knowledge. This filter
  contains industry best practices,
  standard processes, and the
  knowledge we’ve gained over
  decades of project management.

 As your data flows through this filter,
  APO identifies anomalies, potential
  risks, and areas that need
  improvement.




                                       Control | Governance | Enable | Innovate& Visibility
                                                              Communications | Succeed
How Does APO Work?

 These anomalies and potential risks
  are then presented to APO users
  through easy-to-use dashboards and
  reports, allowing you to quickly and
  easily spot warning signs early. This
  gives you the time you need to make
  the next management decision.




                                     Control | Governance | Enable | Innovate& Visibility
                                                            Communications | Succeed
How Does APO Work?


 Finally, APO archives your project
  data, allowing you to view
  performance trends across a
  project’s lifecycle, and compare your
  present performance to past
  projects.




                                     Control | Governance | Enable | Innovate& Visibility
                                                            Communications | Succeed
Key Components




          Control | Governance | Enable | Innovate& Visibility
                                 Communications | Succeed
Cost Management
Clarity
                   Schedule Management

                     Scope Management

                    Quality Management

                      Risk Management

                                                                  APO
                       HR Management

                  Procurement Management

               Communications Management




          Report Through Either Application (Clarity
                          or APO)


                       Control | | Governance | Communications|& Visibility
                        Control Governance | Enable | Innovate& Visibility
                                              Communications Succeed
Summary
 We set out to address the need of:
  World Class QA Reviews at every
  Phase of the Project Lifecycle

 Having effective Quality Assurance
  Reviews is a must.

 We built APO to provide control,
  governance and communications &
  visibility. The result is a more
  streamlined organization that
  produces cost effective results. The
  risk of project failure and over
  budget spending will be greatly
  reduced.


                                       Control | Governance | Enable | Innovate& Visibility
                                                              Communications | Succeed
How to Get Started
APO is a software-as-a-service (Saas)
solution, which means:

You can be up and running within a
month

There’s no hardware or software you
need to install

APO provides control, governance,
communications & visibility at 5K




                                        Control | Governance | Enable | Innovate& Visibility
                                                               Communications | Succeed
Value and Return
The early stage identification of future
project problems will become
immediately apparent. That alone on one
key project could be crucial.

Team communications will
immediately improve. Out of alignment
issue identification and better
coordination will occur immediately
leading to efficiency and reduced rework.

Management feedback and visibility
into the reality of projects will improve.
Surprises will decrease dramatically.




                                         Control | Governance | Enable | Innovate& Visibility
                                                                Communications | Succeed
Value and Return
 Best practices implementation,
  compliance, and learning will
  accelerate.

 A complete, trust-worthy
  repository of project
  performance will begin to build
  immediately and within one year
  provide great analytical value for
  improvement.

 APO will become the backbone
  system replacing many costly,
  manual intensive, and time
  consuming current efforts.


                                   Control | Governance | Enable | Innovate& Visibility
                                                          Communications | Succeed

APO Presentation

  • 1.
     HAVE YOUEVER BEEN SURPRISED BY SOMETHING OF SIGNIFICANCE IN YOUR BUSINESS? Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 2.
     HAVE YOUEVER BEEN SURPRISED BY SOMETHING OF SIGNIFICANCE IN YOUR BUSINESS?  HAVE YOU EVER GOTTEN INCONSISTENT MESSAGES OR INFORMATION FROM YOUR ORGANIZATION?  DO YOU BELIEVE THAT YOU HAVE “AT YOUR FINGERTIPS” THE MOST IMPORTANT DATA AND OPINIONS ABOUT IMPORTANT ACTIVITIES AND EFFORTS?  WHAT IS THE VALUE OF CATCHING OFF-COURSE ACTIVITIES EARLIER?  HAVE YOU BEEN TOLD A PROJECT WAS OK TO FIND OUT LATER OTHERWISE? Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 3.
    Established Concept: Control Governance Communications and Visibility Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 4.
    Principle Objective: WorldClass QA Reviews at every Phase of the Project Lifecycle  Control Knowing what is really happening Everyone on the same page  Governance Quality Assurance and Best Practice Review Early risk identification  Communications and Visibility Effective communications up and down the pipeline Accurate + Timely dashboards Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 5.
    QA Reviews Earlyoperational insight to enable risk mitigation Effective project control and governance Leverage of historical trends, data, and metrics Improved resource performance and productivity Enforcement of practices and standards Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 6.
    Management Knowledge Manager Best Practices ?? Individuals Expert Knowledge ?? Etc. Individual Activity Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 7.
    Leveraged Knowledge O Manager c c a s s Quality i Individuals o Assurance n a l R e v Activity i e w Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 8.
    Leveraged Knowledge K K K K Organizational Organizational External External Knowledge Knowledge Knowledge Knowledge Manager -Experts -Experts O -Consultants -Consultants c -BPs -BPs c a s Quality s i Individuals Assurance o n a l R e v i Activity e w Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 9.
    Imagine if… Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 10.
    CAI’s Goal: Create anautomated system that ensures “management, visibility, control, and governance” actually are occurring !! At all times ! Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 11.
    Project Lifecycle: BestPractices Best Practices Expert QA Reviews Boundaries Checklists Consulting Advice Rules Gate Gate Gate Gate Gate Gate Gate Re Se Pr qu ct oj i re io Im P Bu ec Pl m en n De Te pl Re ost tS an ts si ild em vi Pr et gn st en ew oj up ec Remedy t t Clarity Microsoft Project Any Similar Any Similar System System APO Predictors, Forecasting of Future project health Comprehensive Data Repository Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 12.
    Anticipate the Future:Example Project Rework PRPL Project Rework Probability Level Line Attention Needed This PRPL Line chart shows where the rework probability went above the UCL and therefore required management drilldown into the detailed data for possible action. Control | Governance | Enable | Innovate& Visibility Communications | Succeed 12
  • 13.
    Control| Governance |Communications & Visibility Discover Automated Project Office (APO): Control Governance Communications and Visibility Always Occurring! Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 14.
    We Built AutomatedProject Office (APO) Expert Knowledge Repository  Intellectual system designed by industry experts and collegiate educators  IT Best Practices Benefits  Early operational insight to enable risk mitigation  Effective project control and governance  Use best practices in project methodologies Affordable Cost and Easy Install  $5K per month  Software as a Service (Saas)  Immediate implementation: No Hardware, No Programming Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 15.
    How Does APOWork? APO functions as an expert reviewer with knowledge and best practices that regularly reviews projects against expectations to ensure: Control Governance Communications and Visibility Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 16.
    How Does APOWork?  APO acts as a “control room”, providing automated analysis and diagnostics for each one of your projects, large and small. Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 17.
    How Does APOWork?  It begins by pulling in operational information to form a holistic view of your projects.  This information includes the “hard” project data, such as time, cost, and resource data.  Unlike other tools, APO also uses brief questionnaires to collect subjective feedback from your team members to gain an understanding of the human dimensions of your projects. This is the input most PMOs often lack. Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 18.
    How Does APOWork?  All of your project data is then continuously run through a filter of expert knowledge. This filter contains industry best practices, standard processes, and the knowledge we’ve gained over decades of project management.  As your data flows through this filter, APO identifies anomalies, potential risks, and areas that need improvement. Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 19.
    How Does APOWork?  These anomalies and potential risks are then presented to APO users through easy-to-use dashboards and reports, allowing you to quickly and easily spot warning signs early. This gives you the time you need to make the next management decision. Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 20.
    How Does APOWork?  Finally, APO archives your project data, allowing you to view performance trends across a project’s lifecycle, and compare your present performance to past projects. Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 21.
    Key Components Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 22.
    Cost Management Clarity Schedule Management Scope Management Quality Management Risk Management APO HR Management Procurement Management Communications Management Report Through Either Application (Clarity or APO) Control | | Governance | Communications|& Visibility Control Governance | Enable | Innovate& Visibility Communications Succeed
  • 23.
    Summary  We setout to address the need of: World Class QA Reviews at every Phase of the Project Lifecycle  Having effective Quality Assurance Reviews is a must.  We built APO to provide control, governance and communications & visibility. The result is a more streamlined organization that produces cost effective results. The risk of project failure and over budget spending will be greatly reduced. Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 24.
    How to GetStarted APO is a software-as-a-service (Saas) solution, which means: You can be up and running within a month There’s no hardware or software you need to install APO provides control, governance, communications & visibility at 5K Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 25.
    Value and Return Theearly stage identification of future project problems will become immediately apparent. That alone on one key project could be crucial. Team communications will immediately improve. Out of alignment issue identification and better coordination will occur immediately leading to efficiency and reduced rework. Management feedback and visibility into the reality of projects will improve. Surprises will decrease dramatically. Control | Governance | Enable | Innovate& Visibility Communications | Succeed
  • 26.
    Value and Return Best practices implementation, compliance, and learning will accelerate.  A complete, trust-worthy repository of project performance will begin to build immediately and within one year provide great analytical value for improvement.  APO will become the backbone system replacing many costly, manual intensive, and time consuming current efforts. Control | Governance | Enable | Innovate& Visibility Communications | Succeed