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May 2013
Gartner PPM Summit
Portfolio Performance:
GE Global Research Cracks the Code with Clarizen
Does This Describe Your PPM Organization?
• Simplified?
• Organized?
• On time?
• On budget?
GE Global Research did it
– and you can, too!
Today’s Presenters
Plan & Control
Jim Alcombright
Director of IT Project & Portfolio
Management
GE Global Research
Guy Shani
COO
Clarizen
First, a Word about Clarizen
200% YoY growth
2,500 global customers, tens of thousands of users
Founded in 2006, commercial release in 2008
Offices – San Mateo, CA, Israel, and global sales offices in key markets
Adding more than 100 new customers every month
Robust Simplicity: Driving Success at the Project and
Portfolio Level
Resource
Management
Conversations
Issue
Tracking
Time
& Expenses
Budgeting
Planning &
Scheduling
User empowerment, transparency & personalization
GE Global Research
Gartner PPM Summit
May 2013
Jim Alcombright
8
Gartner PPM Summit
05/28/13
About GE Global Research
9
Gartner PPM Summit
05/28/13
About GE Global Research
Niskayuna, NYSan Ramon, CA
Munich,
Germany
Rio de Janeiro, Brazil
Bangalore,
India
Shanghai, China
Oklahoma
City, OK
Who We Are
11
Gartner PPM Summit
05/28/13
PPM: Ideas to Operations
Framework/ Execution
Education/ Governance
12
Gartner PPM Summit
05/28/13
PPM Accomplishments
On time
On budget
Site Build Outs40% increase in
project execution
Project Cookbooks
Consolidated
Support
Contracts
13
Gartner PPM Summit
05/28/13
PPM Differentiators
Simplified Framework
based on PMI
Organizational
Resource Allocation
Portfolio Management
14
Gartner PPM Summit
05/28/13
PPM Portfolio Mix
Business Engagement
~30 Simultaneous Global Projects
In excess of $50M Annual Budget
~100 Projects Annually
Where We Started…
16
Gartner PPM Summit
05/28/13
GEGR IT PPM History
No Formal
Project Mgmt
~50%
Project
Success
Over-allocated
Under-performing
Funding
Issues/Constraints
DPMM, Excel,
BoN
17
Gartner PPM Summit
05/28/13
Solution Requirements
• PMI/PMBOK based
• SaaS/ Speed to Implement
• Collaborative tool
• Reporting
• Project/Program/Portfolio
Management
• Resource Forecasting
• Operations vs Project time
• Personal Time/Holidays
18
Gartner PPM Summit
05/28/13
Why Clarizen
SaaS
Speed to Implement
Entry & Exit Commitment
TCO
Open & Configurable
(Not Custom!)
Gartner MQ 2012
*Gartner “Magic Quadrant for Cloud-Based Project and Portfolio Management Services” by Daniel B. Stang
and Robert A. Handler, 27 June, 2012.
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of
the entire document. The Gartner document is available upon request from Clarizen. Gartner does not endorse any vendor,
product or service depicted in its research publications, and does not advise technology users to select only those vendors
with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should
not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research,
including any warranties of merchantability or fitness for a particular purpose.
Where We Are…
20
Gartner PPM Summit
05/28/13
GEGR IT PPM History
No Formal
Project Mgmt
~50%
Project
Success
Over-allocated
Under-performing
Funding
Issues/Constraints
DPMM, Excel,
BoN
PPMO
Chartered
MS Project
Standard
~90%
Project
Success
Project Change
Management
Education &
Awareness
IT Pipeline & Pf
Management
PPMO
Framework
Talent
Acquisition
21
Gartner PPM Summit
05/28/13
Current Focus
Business
Case
Submission Pipeline/Portfolio
Management
Project
Scorin
g
22
Gartner PPM Summit
05/28/13
Portfolio/Program/Project Mgmt
23
Gartner PPM Summit
05/28/13
Reporting
24
Gartner PPM Summit
05/28/13
Resource Forecasting/Management
25
Gartner PPM Summit
05/28/13
Business Case
26
Gartner PPM Summit
05/28/13
Project Scoring
27
Gartner PPM Summit
05/28/13
Pipeline/Portfolio Management
Where We Are Headed…
29
Gartner PPM Summit
05/28/13
GEGR IT PPM History
No Formal
Project Mgmt
~50%
Project
Success
Over-allocated
Under-performing
Funding
Issues/Constraints
DPMM, Excel,
BoN
PPMO
Chartered
MS Project
Standard
~90%
Project
Success
Project Change
Management
Education &
Awareness
IT Pipeline & Pf
Management
Clarizen
Soft-Launch
Simplification
Collaboration
Expansion
Clarizen
Production Launch
New IT Pf
Framework
Resource
Allocation Book
Transition
Business Case
Transition
CRF
Distributed
LOE Actuals
Earned Value
Management
Skills & Group
Validation
ITScore
PPMO
PPMO
Framework
Talent
Acquisition
30
Gartner PPM Summit
05/28/13
Integration and Automation
• Integration of other IT Governance functions
(EA, R&S)
• Issue tracking – link issues with tasks in a
Project and/or Service (AppDev)
• Custom Actions triggering workflow
 Open a project triggers design review,
emails stakeholders, schedules meetings
31
Gartner PPM Summit
05/28/13
Thank you
Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Portfolio Performance: GE Global Research Cracks the Code with Clarizen

  • 1. May 2013 Gartner PPM Summit Portfolio Performance: GE Global Research Cracks the Code with Clarizen
  • 2. Does This Describe Your PPM Organization? • Simplified? • Organized? • On time? • On budget? GE Global Research did it – and you can, too!
  • 3. Today’s Presenters Plan & Control Jim Alcombright Director of IT Project & Portfolio Management GE Global Research Guy Shani COO Clarizen
  • 4. First, a Word about Clarizen 200% YoY growth 2,500 global customers, tens of thousands of users Founded in 2006, commercial release in 2008 Offices – San Mateo, CA, Israel, and global sales offices in key markets Adding more than 100 new customers every month
  • 5. Robust Simplicity: Driving Success at the Project and Portfolio Level Resource Management Conversations Issue Tracking Time & Expenses Budgeting Planning & Scheduling User empowerment, transparency & personalization
  • 6.
  • 7. GE Global Research Gartner PPM Summit May 2013 Jim Alcombright
  • 9. 9 Gartner PPM Summit 05/28/13 About GE Global Research Niskayuna, NYSan Ramon, CA Munich, Germany Rio de Janeiro, Brazil Bangalore, India Shanghai, China Oklahoma City, OK
  • 11. 11 Gartner PPM Summit 05/28/13 PPM: Ideas to Operations Framework/ Execution Education/ Governance
  • 12. 12 Gartner PPM Summit 05/28/13 PPM Accomplishments On time On budget Site Build Outs40% increase in project execution Project Cookbooks Consolidated Support Contracts
  • 13. 13 Gartner PPM Summit 05/28/13 PPM Differentiators Simplified Framework based on PMI Organizational Resource Allocation Portfolio Management
  • 14. 14 Gartner PPM Summit 05/28/13 PPM Portfolio Mix Business Engagement ~30 Simultaneous Global Projects In excess of $50M Annual Budget ~100 Projects Annually
  • 16. 16 Gartner PPM Summit 05/28/13 GEGR IT PPM History No Formal Project Mgmt ~50% Project Success Over-allocated Under-performing Funding Issues/Constraints DPMM, Excel, BoN
  • 17. 17 Gartner PPM Summit 05/28/13 Solution Requirements • PMI/PMBOK based • SaaS/ Speed to Implement • Collaborative tool • Reporting • Project/Program/Portfolio Management • Resource Forecasting • Operations vs Project time • Personal Time/Holidays
  • 18. 18 Gartner PPM Summit 05/28/13 Why Clarizen SaaS Speed to Implement Entry & Exit Commitment TCO Open & Configurable (Not Custom!) Gartner MQ 2012 *Gartner “Magic Quadrant for Cloud-Based Project and Portfolio Management Services” by Daniel B. Stang and Robert A. Handler, 27 June, 2012. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Clarizen. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
  • 20. 20 Gartner PPM Summit 05/28/13 GEGR IT PPM History No Formal Project Mgmt ~50% Project Success Over-allocated Under-performing Funding Issues/Constraints DPMM, Excel, BoN PPMO Chartered MS Project Standard ~90% Project Success Project Change Management Education & Awareness IT Pipeline & Pf Management PPMO Framework Talent Acquisition
  • 21. 21 Gartner PPM Summit 05/28/13 Current Focus Business Case Submission Pipeline/Portfolio Management Project Scorin g
  • 24. 24 Gartner PPM Summit 05/28/13 Resource Forecasting/Management
  • 28. Where We Are Headed…
  • 29. 29 Gartner PPM Summit 05/28/13 GEGR IT PPM History No Formal Project Mgmt ~50% Project Success Over-allocated Under-performing Funding Issues/Constraints DPMM, Excel, BoN PPMO Chartered MS Project Standard ~90% Project Success Project Change Management Education & Awareness IT Pipeline & Pf Management Clarizen Soft-Launch Simplification Collaboration Expansion Clarizen Production Launch New IT Pf Framework Resource Allocation Book Transition Business Case Transition CRF Distributed LOE Actuals Earned Value Management Skills & Group Validation ITScore PPMO PPMO Framework Talent Acquisition
  • 30. 30 Gartner PPM Summit 05/28/13 Integration and Automation • Integration of other IT Governance functions (EA, R&S) • Issue tracking – link issues with tasks in a Project and/or Service (AppDev) • Custom Actions triggering workflow  Open a project triggers design review, emails stakeholders, schedules meetings

Editor's Notes

  1. Clarizen Case:   With over 130M people using LinkedIn, hundreds million more using other social networking sites,  and social communities now pervasive in everything from restaurant reviews to product ratings, social computing has fundamentally transformed the consumer and consumer behavior. As with many segments of technology, this consumer revolution has changed the enterprise expectations for data access, content sharing and the software experience generally—as people don’t want to compromise at work. Users now expect to be able to leverage the social graph, share insights, learn from colleagues and find data and people to whom they were not previously privy. A substantial shift in technology and behavior is driving sustainable secular demand for enterprise social tools.   At the same time companies are striving to improve predictability and responsiveness and demand for a reliable tools that streamlines processes and systematically improves them is growing fast. Legacy systems are not evolving. Existing data management products silo information, often aren’t real time, are difficult to use and require specific knowledge of outcomes. Additionally, at an enterprise level, there are security, access, storage and interoperability challenges.   Clarizen is one of the best positioned companies, and the only real pure play, to provide corporate customers with the benefits of social tools as a part of running and optimizing business execution. Clarizen has redefined collaboration as it moves social tools out of the silo into the business and creates social collaboration that drives results.   Nevertheless, many companies are reluctant to adopt social tools, as it seems to be disrupting and defocusing employees from getting their job done. Clarizen approach of using social as a part of execution will increase social tools adoption for corporate customers.   Other considerations:   1) Push and Pull Demand . The socialization of the consumer is providing pull demand in the enterprise, while larger vendors like CRM and LNKD are creating push demand with substantial spend and presence in the enterprise. Clarizen can benefits from both forces disproportionately. 2) Expansive Use Cases . Social tools in the enterprise will evolved beyond a communication tool into a platform for process automation, social customer service, marketing, engineering, IT, collaboration and corporate communications. 3) Large Market Opportunity . Clarizen has grown its TAM to touch CRM, Talent Mgmt, Content Mgmt, Customer engagement, Collaboration, Process Automation and other areas, with a TAM of $26B today, growing at an 8% CAGR through 2015. These dollars already exist and the missionary sales element will decline over time. 4) Substantial Return on Investment . Customers have seen hard return on investment quickly 5) Unequaled Adoption Levels . The holy grail for software companies is seat adoption, and few have approached the penetration levels of MSFT or SYMC, which levered high seat penetration into enormously successful upselling and highly defensive revenue. With many customers expanding and some at 100% seat penetration. 6) Strong Management Team . The CEO, CFO, Head of Product and Sales all have proven experience in enterprise business and track records of delivering strong and consistent results.
  2. Redefined collaboration for the enterprise.
  3. SaaS Speed to Implement Entry & Exit Commitment TCO Open & Configurable (Not Custom!)