This document summarizes a presentation about getting started with benefits realization for project portfolio management (PPM). It discusses defining types of benefits from projects, programs, and strategies. It also presents a case study of how Johnson Controls tracks over $10,000 improvement projects annually using PPM software to quantify financial benefits. The presentation provides tips for getting organizational buy-in, assigning ownership, and validating benefits to ensure success in benefits realization.

1. Getting Started With PPM
Benefits Realization
Tips for Forecasting, Measuring, and Improving PMO Business Value
Featured Presenter:
Susan Go
Senior Solution Consultant
PowerSteering Software
Welcome! Thank you for joining us. A few things to note before we start:
All attendee phone lines will be muted during the presentation.
You can access audio via teleconference or your PC. There is no hold
music.
You may submit questions using the Q&A panel in the bottom right.
Questions will be addressed at the end of the session.
We will email the slides and recording to all attendees within a few days.
PDU details are included at the end of this deck.

2. The Leader in Cloud PPM
Leader, Cloud‐Based PPM Leader, IT‐ & Business‐Driven PPM
“Provides strong top‐down “An effective combination of feature
portfolio management” strength and low barrier of entry.”
Magic Quadrant for Cloud‐Based Project Forrester Wave for Project and Portfolio Managment
and Portfolio Management Services
Leader, SaaS IT PPM Innovator, Enterprise PPM
“PowerSteering users were “A well‐rounded SaaS solution designed to
consistent in their assessment of the provide top‐down visibility and key
product‘s usability, configurability, information that drives business results.”
excellent reporting and support.” Enterprise Project Portfolio Management Vendor Landscape
IDC MarketScape: IT Project and Portfolio Management

3. Select Clients
New Product Performance Professional Services
IT Governance Business PMO
Development Improvement Automation

4. Agenda
• What is Benefits Realization?
• Types of Benefits
o Project and Program Benefits
o Strategic Benefits
o Organizational Benefits
• Case Study

5. What Is It? Why Do It?

6. Types of Benefits
Project and Organizational
Strategic Benefits
Program Benefits Benefits

7. Project and Program Benefits
• Revenue
• Savings
• % Increase
• % Decrease
• Customer/User
Satisfaction
• Risk Avoidance

8. How To Get Started
Organization Ownership Validation
Buy-In

9. Organization Buy‐In
• Need Top‐down
support
• Everyone must
Organization participate
Buy-In • Secure business co‐
ownership
• Consensus on
metrics

10. Ownership
• Business case
Ownership ownership
• Accountability
• Benefits ownership

11. Ownership: Business Case
Templates force
compliance to process
Mandatory fields ensure
business case is complete

12. Validation
• Validate estimates
Validation • Validate progress
• Validate results

13. Validation

14. Validation

15. How to Ensure Success
1. Start with a pilot group
2. Assess a proper scope
3. Have a consistent data collection
method
4. Select the right metrics
5. Recalibrate metrics
6. Communicate and educate
7. Make it mandatory
8. Have meetings
9. Manage the change
10. Continuous process

16. Challenges
How to compare apples How to manage multiple
to apples beneficiaries

17. Strategic Benefits
Goals
Initiatives
Projects and Programs

18. Strategic Benefits

19. Organizational Benefits
Process Benefits Productivity Benefits

20. Organizational Benefits

21. Continuous Improvement &
Benefits Realization
• Cost Savings driven
• Bottom‐line impact

22. Tracking Benefits Realization at JCI
Johnson Controls is a global leader in the building and automotive industries,
offering products and services to optimize energy and operational efficiencies
of buildings, automotive batteries and interior systems. 2011 global sales
were $40.8 billion, and the company has more than 162,000 employees and
1,300 locations worldwide.
JCI uses PowerSteering Software to manage and track ~ 10,000 CI projects
per year in plants and locations globally.
Projects include many CI methodologies, including Six Sigma, Lean
Manufacturing, Lean Administration, Kepner‐Tregoe, Quality 8D, and “Just
Do It” projects.
An important part of the project tracking is tracking financial benefits
attained by the CI projects. Hard and Soft Savings attained by projects are
tracked and consolidated from data provided from the system.
Online tools are used by individual plants and groups to manage projects
and savings, as shown in the following sample screens.

23. CI Projects Dashboard
Estimated savings for
projects in sample portfolio.

24. Automated Benefits Tracking
Month by month tracking of
savings and project status
using Visual Portal graphs at
hypothetical plant

25. Questions?
Please submit any questions you have in the Q&A panel of the WebEx
console.
To contact the presenter directly, email sgo@psteering.com.
PDU Claim Information
This webcast session entitles you to obtain 1 PDU towards your PMP certification
as per the Project Management Institute (PMI).
This session appears on the www.pmi.org web site, in PMI’s Continuing
Certification Requirements System: https://ccrs.pmi.org/Search.aspx
Course information:
Provider ID#: 2579
Provider Name: PowerSteering Software
Course ID: 20122507
Program Name: Getting Started with PPM Benefits Realization