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CA PPM (Project & Portfolio Management
- 1. Ensure Confidence withCA Project & Portfolio Management Eliminate the barriers between ideas and outcomes 2017
- 2. 2 © 2016CA. ALL RIGHTS RESERVED. Are You Confident That … The next best thing is the right thing ? Projects align with strategic aims ? You’ll get the return you expect ? Human and financial resources are available ? The associated risks are manageable ? You can prioritize this above all else ? 2 © 2016 CA. ALL RIGHTS RESERVED.
- 3. 3 © 2016CA. ALL RIGHTS RESERVED. 60-80% of software features built by teams are never used3 63% of companies defer to executives to decide when to eliminate/postpone projects2 72% of business leaders aren’t satisfied with the time it takes to derive insights from data1 3 © 2016 CA. ALL RIGHTS RESERVED. 1 Wilson, Stuart, The Problem with Data Analytics and what 2015 Holds, ITProPortal, January 3, 2015. 2 14 Surprising Project Management Statistics, Capterra Project Management Blog, November 2, 2015. 3 Standish Group Study of 2,000 projects at 1,000 companies. Insights are decentralized and difficult to consume Initiatives are selected based on subjective data or the loudest executive Work isn’t tracked and measured against business outcomes
- 4. 4 © 2016CA. ALL RIGHTS RESERVED. I can’t provide stakeholders with the status they require. I can’t connect financial models to delivery practices. I can’t prioritize roadmaps and features. I can’t identify and mitigate unnecessary dependencies. I never fully realize the cost savings of transformation initiatives. 4 © 2016 CA. ALL RIGHTS RESERVED. PMO Directors Financial Directors Line of Business Owners Project Managers Executives
- 5. 5 © 2016CA. ALL RIGHTS RESERVED. What if you could make smarter enterprise portfolio decisions on where to invest finite resources to ensure they are doing the right things at the right times in the market for the best return at an acceptable risk? 5 © 2016 CA. ALL RIGHTS RESERVED.
- 6. 6 © 2016CA. ALL RIGHTS RESERVED. Don’t Skip a Beat Evaluate and evolve projects, products and applications Let Data Tell the Story Analyze investment portfolios Set the Course Align projects and resources with business strategy CA Project & Portfolio Management 6 © 2016 CA. ALL RIGHTS RESERVED.
- 7. 7 © 2016CA. ALL RIGHTS RESERVED. Ensure Confidence: Eliminate the barriers between ideas and outcomes BUSINESS INTELLIGENCE PROJECT EXECUTION RESOURCE MANAGEMENT FINANCIAL MANAGEMENT PORTFOLIO MANAGEMENT DEMAND MANAGEMENT PPM
- 8. 8 © 2016CA. ALL RIGHTS RESERVED. Embedded data warehouse Reporting and visual dashboards Out of box & configurable Centralize insights across teams and systems to tell one story From end user to executive analytics, everywhere Best practices support and create your own model FEATURES BENEFITS 8 © 2016 CA. ALL RIGHTS RESERVED. Insights are decentralized and difficult to consume 72% of business leaders aren’t satisfied with the time it takes to derive insights from data1 1 Wilson, Stuart, The Problem with Data Analytics and what 2015 Holds, ITProPortal, January 3, 2015. Let Data Tell the Story with Analytics Analyze all investments so you have confidence your focused on the right initiatives
- 9. 9 © 2016CA. ALL RIGHTS RESERVED. Industry First Data warehouse Power of Integrated Thinking – Combined Business & IT Intelligence
- 10. 10 © 2016CA. ALL RIGHTS RESERVED. Reports & Dashboards Standard key performance indicators Data visualization and analysis Reporting engine Role based & currency conversions Visibility to know what’s working and what’s not Supports each level of your organization Leverage existing tools to manage costs, or start quickly out of the box
- 11. 11 © 2016CA. ALL RIGHTS RESERVED. Set the Course through Portfolio Management Align projects and resources with business strategy to ensure your investments are focused on the right areas of your business 11 © 2016 CA. ALL RIGHTS RESERVED. Initiatives are selected based on subjective data or the loudest executive 63% of companies defer to executives to decide when to eliminate/postpone projects2 2 14 Surprising Project Management Statistics, Capterra Project Management Blog, November 2, 2015. Portfolio planning - modeling & analysis Resource & Demand Management Financial Management Define scope based on your org breakdown structure Establish evaluation criteria to optimize planning scenarios Make smarter decisions by comparing scenarios, dependencies and scorecards FEATURES BENEFITS
- 12. 12 © 2016CA. ALL RIGHTS RESERVED. • Evaluate & Prioritize Demand • Scenario Planning & Comparison • User Defined Ranking Rules • Understand Constraints Portfolio Planning BENEFITS: • Deliver on strategy and business outcomes • Proactive resource planning • Compare and contrast investment plans • Understand actual against plan • Make investment decisions with confidence
- 13. 13 © 2016CA. ALL RIGHTS RESERVED. Resource Management BENEFITS: • Understand staffing requirements • Know what your resources are working on • Optimize resource utilization • Capacity Planning • Skills Management • Resource Staffing • Contractor Management
- 14. 14 © 2016CA. ALL RIGHTS RESERVED. Demand Management • Manage Incoming Demand • User Defined Approval Process • Convert Ideas to Projects BENEFITS: • Surface candidate proposals • Understand cost and impact • Single place to manage ideas & proposals
- 15. 15 © 2016CA. ALL RIGHTS RESERVED. Financial Management • Capital Planning • Budget to Actual Reporting • Forecasting • Cost and Rate Management • Financial Metrics (ROI, NPV, IRR) BENEFITS: • Track costs of projects, programs, portfolios • Generate financial budgets & forecasts • Defend the capitalization of projects • Automatically generate financial forecast from resource plan
- 16. 16 © 2016CA. ALL RIGHTS RESERVED. Best practice methodologies & templates Scheduling and staffing Risk, issue & change management Start quickly with automate projects or define your own overtime Gain oversight and access to all the work being performed Improve decision making by calculating and identifying risks 16 © 2016 CA. ALL RIGHTS RESERVED. FEATURES BENEFITS Work isn’t tracked and measured against business outcomes 60-80% of software features built by teams are never used3 Program management Understand budget costs and benefits realization . 3 Standish Group Study of 2,000 projects at 1,000 companies. Don't Skip a Beat with Project Management Evaluate and evolve projects, products and applications with a user experience designed to help teams stay connected
- 17. 17 © 2016CA. ALL RIGHTS RESERVED. Project Management • Project Status Reporting • Risk & Issue Management • Team Collaboration • Stage-gate Management BENEFITS: • Deliver projects on time and within budget • Track dependencies between projects • Simple updates to project status • PPM to agile integration • Deliver business outcomes • Enterprise visibility of all work
- 18. 18 © 2016CA. ALL RIGHTS RESERVED. Lightweight Project Management • Live check in’s • Living status • Natural data entry • Project collaboration • Team engagement Connect and Collaborate • Simple. Usable. Useful. • Smaller projects, less rigor, team managed • Simple management metrics for lighweight project manager Improved User Experience
- 19. 19 © 2016CA. ALL RIGHTS RESERVED. • Time period control • Project & task control: lock time charging • Permissions: rights to charge • Approvals and workflows • Time rejections • Adjustments: adjust/correct for errors • Software capitalization controls Updated Timesheets
- 20. 20 © 2016CA. ALL RIGHTS RESERVED. 20 © 2015 CA. ALL RIGHTS RESERVED. AGILE DELIVERY Understand agile delivery within the portfolio
- 21. 21 © 2016CA. ALL RIGHTS RESERVED. Connect strategy to stakeholders investments Visibility from financial models to business deliverables Prioritized alignment of strategy and resources Visibility, engagement & team support The understanding to make decisions 21 © 2016 CA. ALL RIGHTS RESERVED. PPM for the App Economy PMO Directors Financial Directors Line of Business Owners Project Managers Executives
- 22. 22 © 2016CA. ALL RIGHTS RESERVED. Product Development Application Portfolio Management Program Management Office Professional Services Automation IT Portfolio Analysis Enterprise Portfolio Planning Business Transformation Initiative Support: Technology to support and configure IT to business initiatives. BUSINESS INTELLIGENCE PROJECT EXECUTION RESOURCE MANAGEMENT FINANCIAL MANAGEMENT PORTFOLIO MANAGEM ENT DEMAND MANAGEMENT PPM
- 23. 23 © 2016CA. ALL RIGHTS RESERVED. The Platform to Ensure Confidence CA PPM is built to scale. For example, one of the worlds leading financial institutes currently has 45,000 users and a leading consulting firm has 80,000 users logging in to track time and accounting. We are always seeking to improve our architecture to enable: • Easier paths for upgrading • Faster delivery of features • Extensibility for partners • Mobile support Our aim is to provide data you can trust so you can make decisions that you can stand behind. Solid Integration services Data warehouse for business intelligence Complete functionality for every PPM need Human-centered design experience
- 24.
Editor's Notes
- #3 In today’s application economy, your company’s competitive advantage is contingent on speed to market. But, how do you know if your investments are the right for your business? How do you know if your project or program investments align with your strategic vision? What is the potential return on investment and over what period? What resources—human and financial—are required to deliver on these investments? What risks do these investments introduce and how can these be managed? And what is the relative priority on investment over another that is active in the pipeline? While these are basic questions that should be asked and answered before undertaking any new initiative, few organizations have the project and portfolio management maturity and capability to do so with any level of confidence.
- #4 That’s because, for many companies: Insights are often hidden in various work teams and data silos. [CLICK] In fact, 72 percent of business leaders aren’t satisfied with the time it takes to derive actionable insights from fragmented data. And nine out of every 10 of those dissatisfied blame the inability to efficiently combine data from multiple sources. Initiatives are selected based on subjective data or the loudest executive, not real metrics, available funding or resource constraints. [CLICK] 63 percent of companies defer to executives to decide when to eliminate or put off a project. But, without the right information, it’s nearly impossible to establish priorities or make product roadmap and investment tradeoffs. Aspirational plans of the business, such as application rationalization, new capital investments, and digital transformations, aren’t converted to realistic delivery scenarios. Subsequently, work teams aren’t allocated and aligned to these priorities or desired outcomes so they are never brought to fruition. [CLICK] For example, an astounding 60 to 80 percent of software features built by teams are never used. Sources: Wilson, Stuart, The Problem with Data Analytics and what 2015 Holds, ITProPortal, January 3, 2015. 14 Surprising Project Management Statistics, Capterra Project Management Blog, November 2, 2015. Standish Group Study of 2,000 projects at 1,000 companies.
- #5 This lack of integration, alignment and visibility affects organizations at every level: [CLICK] PMO Directors can’t provide stakeholders with the project, resource and financial status they require. [CLICK] Financial Directors can’t connect financial models to modern software delivery practices. [CLICK] Line of Business Owners can’t prioritize their product roadmaps and features. [CLICK] Project Managers can’t identify and mitigate unnecessary dependencies. [CLICK] And Executives never fully realize the cost savings of organizational transformation initiatives.
- #6 What if you could make smarter enterprise portfolio decisions on where to invest finite resources to ensure they are doing the right things at the right times in the market for the best return at an acceptable risk?
- #7 With CA Project & Portfolio Management (CA PPM), you can. CA PPM is designed to help you: Better analyze investment portfolios and get the data you need to tell the entire story of your business Align projects and resources with strategic plans to set the course of your strategic investments Evaluate and evolve projects, products and applications constantly so you don’t skip a beat in any business endeavors Let the Data Tell the Story With CA PPM, you can let the data tell the story by leveraging the critical insight of business intelligence to analyze your investment and project portfolios for more strategic decision-making across every area of your business. Set the Course Using CA PPM, you can set the right course by ensuring your organization’s projects and resources are aligned with the strategic plans of your business. You’ll be able to prioritize and shift initiatives across your entire traditional and agile portfolios to better react to market and customer demands in the application economy. Don’t Skip a Beat With CA PPM, project managers get full transparency as the plan is being delivered and know when planned projects and features will be delivered successfully. With ability to connect to their project teams throughout the entire delivery process and for their teams to easily collaborate with other team members, project managers can understand the value of the products, projects, application that are being executed on in real-time.
- #8 You need a better and faster way to execute your strategies. You need to capture insights regardless of where they derive, convert them into meaningful work and manage that work in a consistent, predictable way, so they ultimately deliver real customer value. CA PPM represents a single platform that enables you to manage the entire innovation lifecycle and make more informed strategic investments. It helps you track and prioritize market and customer requirements, and make smarter decisions on how to invest limited resources, so you can optimize your enterprise, IT, service and product portfolio. Further, it offers the unified, comprehensive project management capabilities you need to deliver quality initiatives on time and on budget. Plus, it’s available in various delivery models such as SaaS or On-premise.
- #9 With CA PPM, you can let the data tell the story by leveraging the critical insight of business intelligence to analyze your investment and project portfolios for more strategic decision-making across every area of your business. Project owners, stakeholders and team members all have instant access to the insights they need to quickly make decisions and take action with confidence through the right set of data. List of functions: Industry First Data Warehouse Embedded BI (Jaspersoft) - Reports or Dashboards for all PPM functionality including, Forecasts, Financial Management Lifecycle, Project Estimating, Budget Estimating and Application Portfolio Management Best practices provided out of the box or the ability to configure your own
- #10 CA PPM’s embedded business intelligence capability gives leaders easy ways to consume business insights from multiple disciplines to support integrated thinking and decision making – resulting in better business execution.
- #11 Information about all the organization’s technology investments (projects, products, applications, operations) is centralized and available to everyone at any time. It synthesizes portfolio's, resources, financials and trend analysis. It supports a mobile workforce with mobile dashboards and ad-hoc reporting on IOS and Android devices - providing customers with faster and easier ways to consume management insights. You get started with best practice reporting out-of-the box. It’s configurable, mobile and designed to be self-service which adapts to your business processes.
- #12 Using CA PPM you can set the right course by ensuring your organization’s projects and resources are aligned with the strategic plans of your business. You’ll be able to prioritize and shift initiatives across your traditional and agile portfolios to better react to market and customer demands in the application economy. List of functions: Application Portfolio Management Portfolio planning with modeling and analysis Idea Capture Resource Management Demand Management
- #13 CA PPM provides the requisite data for portfolio planning which helps establish a quantitative based process for evaluation of demand and making commitments back to the market. Your provided Scenario Planning capabilities, such as ‘what if’ examples, as well as constraint models such as financial or human capital. Governance is an ongoing process that should reconsider the value and risk of the portfolio and take action to remove or add investments and to shift resources as required. Portfolio planning is not a one time process. You need to be able to pivot based on market changes.
- #14 PPM enables resource managers the processes required to address upfront planning, as well as the ability to change overtime, the capacity teams need to meet the demands of the business portfolio. With functionality such as resource capacity planning, resource requisition, skills management, resource finder & staffing process resource managers can meet all resource requirements. Companies are able to have upfront planning of critical resources that are usually shared across teams, and therefore require some degree of resource leveling, create a role based forecasting model that includes critical roles and team-based roles, and create capacity plans for resource gaps. With CA PPM, you can: Match right people to right projects Balance capacity & product demand Manage request & staffing needs Track and identify required skills
- #15 With Demand Management you can establish an efficient and timely intake, estimation, and approval process that enables the flow of market demands directly to decision makers. With CA PPM you can define who submits requests/ideas/proposed projects, define who evaluates them for priority/utility, and define who estimates them and how: labor, $, risk, value/benefit With CA PPM, you have: Idea management with a central place to collect ideas, requests & concepts Understand costs (incidents) & impact of unplanned work Resource visibility and adjustment of allocations in a central view
- #16 CA PPM provides a comprehensive solution for strategic portfolio management, helping businesses to better plan and deliver on strategic vision while achieving greatest ROI. Companies are able to review financial performance on an ongoing basis, and make trade off decisions when necessary to seize new opportunities or overcome competitive threats. CA PPM provides valuable management insights including project financial forecasts, performance against budget and KPIs such as ROI, NPV, IRR and Payback Period. Comprehensive reporting provides detailed analysis for Capex, Opex and spend categories such as Hardware, Software, and Labor. With CA PPM you have: Management Insights. Comprehensive financial reporting. Budgeting & Forecasting. Summary or detail level, including labor, expenses, materials & equipment categories. Automatically generate financial forecasts based on resource plans. Capex vs. Opex Reporting. Capitalize for Software Development. Portfolio Financial Performance. Report Budget to Actual performance by Strategy, Business Unit or other organization levels. Multi-currency Support. Support for multiple currencies & exchange rates. Flexible Labor Rate Matrix. Define date sensitive rates by Role, Resource, Project, Transaction Class, Charge code or combination. Audit Trail. Full audit trail of transactions by fiscal period. Integrations. Connect to accounting & purchasing systems for expense, material, labor & equipment transactions.
- #17 Your project managers and team members won’t skip a beat with the work their managing or performing with CA PPM. Managers can constantly evaluate and evolve their projects, products and applications, while team members have an easy ability to enter and track time. Project managers get full transparency as the plan is being delivered and know when planned projects and features will be delivered successfully. With the ability to connect to their project teams throughout the entire delivery process and for their teams to easily collaborate with other team members, project managers can understand the value of the products, projects, application that are being executed on in real-time. List of functions: Project Status & Health Time Capture Collaboration Mobile Time Management Resource Management, Planning & Allocation Budget & Cost Management & Status Understand agile work (resources and features)
- #18 With CA PPM, you’ll emphasize both data accuracy and accessibility, so the insights needed to optimize the project are always on hand. PPM manages project/product risk, projected financials, interdependencies with other “scrums”, projects, or business events.
- #19 Introduced in the CA PPM 15.1 release (August 2016), CA PPM empowers team members to understand the return on their contributions with a new user experience based on months of customer and industry research. An intuitive interface makes it quick and easy to log time against specific tasks. Meanwhile, the software’s integrated experience allows teams to stay on top of project status from start to finish—while enabling them to easily communicate and collaborate with their managers across a project’s lifecycle. And with shared status reports designed to allow everyone to engage, teams will find it much easier for people to understand the impact their contributions make on the business. CA PPM enables teams to connect, openly communicate and share expertise throughout the life of a project. This collaboration results in a much more a social project, in which teams work together more freely and self-correct as needed. And most importantly, team members no longer need to rely on disconnected collaboration tools. With CA PPM, project managers can harness and centralize the power of the team to drive successful project outcomes. CA PPM gives management the peace of mind that teams are engaged and entering data correctly, so they can confidently access accurate answers and important insights at the right point in the process. And the more information the tool collects, the more precise it will be, reducing the time project managers must spend chasing down information.
- #20 CA PPM has an improved timesheet interface in CA PPM 15.1 (release in August 2016). Team members have an easy place to enter their time, add notes and stay on top of which timesheets have been approved and which are still pending. Likewise, it’s simple and efficient for project managers to see which projects are progressing according to plan and to track where their teams are spending the most time.
- #21 Keeping up with the new pace of change requires building agility into your business to adapt to change faster, while carefully overseeing your investments. The integrated solution of CA Project & Portfolio Management (CA PPM) and CA Agile Central (formerly Rally) helps you effectively balance agility and governance by connecting the work of agile teams to your enterprise portfolio. Supporting an evolutionary approach to adopting agile, the solution lets you continue using traditional methods, while growing agile adoption to deliver on portfolio investments faster—with higher quality and predictable business results. A holistic view across all projects helps portfolio managers optimize budgets and resources for maximum return on investment.
- #22 With collaboration, alignment and visibility people in an organization can: [CLICK] PMO Directors can provide stakeholders with the project, resource and financial status they require. [CLICK] Financial Directors can connect financial models to modern software delivery practices. [CLICK] Line of Business Owners can prioritize their product roadmaps and features. [CLICK] Project Managers can identify and mitigate unnecessary dependencies. [CLICK] And Executives have the ability to fully realize the cost savings of organizational transformation initiatives.
- #23 CA PPM also provides support for a wide variety of business initiatives including business transformation, IT and business portfolio analysis, product development and professional services automation to name a few.
- #24 CA PPM represents a single platform that enables you to manage the entire innovation lifecycle and make more informed strategic investments. It helps you track and prioritize market and customer requirements, and make smarter decisions on how to invest limited resources, so you can optimize your enterprise, IT, service and product portfolio.