The document discusses plans to implement an enterprise project management (EPM) system using Computer Associates' Clarity software at an organization. It outlines goals of integrating processes, deploying project leaders, and establishing project management expertise. It proposes a phased implementation plan starting with adopting project management processes, then piloting and rolling out Clarity, and finally integrating applications. Key components of the EPM system would include a shared resource pool, project portfolio management, and financial and risk management.

1. CA Clarity Technology Assessment March 30, 2007 by ITVAMP LLC

2. EPROJECT MANAGEMENT 2007 Goals Complete all Processes Integrate “just enough” process and technology to improve project delivery and resource utilization across the Business / Operations and IT organizations. Create a centralized, focused set of tools team to develop support consistent methodologies, tools, and reporting standards in portfolio, project & resource management. Deploy expert project leaders to on-going initiatives to insure rapid adoption of project management best practices while owning a responsibility to the business. Complete a technology enabled processes to manage and report the enterprise project portfolio. Establish a foundation of project management expertise to support future business growth.

3. Enterprise Project Management – “R&D Prerequisites” Dependencies Stakeholder buy in to continue PRP. RISKS The key prerequisite to building to any Enterprise Management System is a PMO Build. Without PMO Process, Methodology and Project Management Standards the EPM will lack process, procedures and have no formal governance. Recommendation Gain Stakeholder buy in to build “Process” whether Project or Product Management. “Portfolio Management” is the highest level following one Methodology. Set a Goal for Maturity level and Link to CMM2 or use as guideline a Process Level Measurement. Request an External “Project Management Audit” in order to see failures of the current state. Begin Cultural change.

4. Enterprise Project Management – “R&D GOALS & PA Proposed PLAN” GOALS Deliver EPM System that includes Stage Gates Deliver an enterprise project management toolset – Computer Associates’ Clarity Deliver training for project managers and functional managers PLAN – Phase 1 - Projects R&D Process Proof of Concept - R&D completes all Portfolio, Project and Resource Management processes that includes financials and Risk management. – see original proposed EPM process flows. Link to Stage Gate. (March – May 2007) R&D Process Adoption and Implementation - R&D tests & implements all processes with “real” projects (May – July 2007) Clarity Requirements & Pilot – This includes Business & Technical Requirements (June 2007) Clarity Pilot, Retrofit of all processes to Tool, Testing, Training & Support. (July 2007 – February 2008)

5. Enterprise Project Management – “R&D GOALS & PA Proposed PLAN” PLAN – Phase 2 – Projects Processes to EPM Tool Reengineering Process Training & Support CA Clarity Development CA Clarity Rollout Phase 3 – Projects Applications Integration & Software Migration EPM Training & Support

6. Enterprise Project Management – “IT GOALS & PA Proposed PLAN” GOALS Migrate to Clarity from Manual and sync to Clarity Framework. Implement Clarity Training. Deliver an Enterprise Project Management toolset that incorporates IT Processes, Projects, Portfolio and IT Resources. PLAN – Phase 1 & 2 - Projects Clarity Requirements & Pilot – This includes Business & Technical Requirements (March 2007 – June 2007) Process Reengineering – IT Processes Reengineered to retrofit EPM Toolset. (June 2007 – August 2007) Manual Migration to Clarity – IT sets up development environment. (August 2007 – September 2007) Clarity Rollout – Implementation. (September 2007 – January 2008)

7. Enterprise Project Management – “Operations GOALS & PA Proposed PLAN” PLAN – Phase 3 - Projects Applications Integration & Software Migration – Integrate IT and Business Applications (September 2008 – November 2008) EPM Training & Support – Train & support (November 2008 – December 2008)

8. Next Steps Processes Finalize Project Management Processes Finalize Resource Management Processes Create Financial Management Process Create Risk Management Process Complete Portfolio Management Process Test Link of PRP to Stage Gate Process as well as Operations and others. Clarity Justification Conduct REJ (Rapid Economic Justification for EPM. Business and Technical Requirements Complete business and technology requirements for CA Clarity per department Examine the business differences to determine the “out of the box” application use and development needs. ID Deliverables – formal requirements document with key deliverables identified with requirement number that matches a feature or functionality of the tool.

9. Clarity EPM PMO Processes Stage Gate Financial Management Portfolio Management Resource Management Project Management Resource Management PMO Financials SDLC Portfolio Management Human Resources EPM Components

10. The EPM Tool will provide high level reporting such as dashboards for executive management The project portfolio will be managed and tracked via the EPM tool is shared and available via the web and will interface via the Portal The shared resource module and financial modules allow budget numbers of projects per resource to me managed within projects Project Leaders and Functional managers will migrate MSP project plans to the tool and provide control Key EPM Tool Components Shared Resource Pool Projects Reports Project Portfolio

11. Appendix

12. Recommendation to Migrate Manual to Automated workflows Migrate the following workflows: Operations R&D PRP IT Process Create all new projects in Clarity Process Workflows Processes must be tested and adopted prior to loading into system.

13. Recommendation to Review selected Portfolio Module Implement IT Portfolio Module for IT (note it has Invoice functions for vendors and licensing: Pilot to IT 2. Review current Portfolio Management module and determine if the IT Module is specific to IT as Clarity has developed.

14. Recommendation to Implement Project Portfolio with Scenario Planning Implement the Project Portfolio management Module for the Business. Create Scenario planning for discovery phases and link to the process module and workflows .