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CLIENT LOGO HERE
Modis Managed Solutions
Webinar - Managed Projects
March 2016
Modis Managed Solutions
Modis Managed Solutions (MMS) has three separate areas:
 Program and Project Management
 Agile Transformation
 Managed Projects
This webinar is focused on the Managed Projects practice.
Agenda
 What is Modis Managed Solutions (MMS)?
 Overview of MMS
 Definition of Managed Projects (MP)
 MP versus Staffing
 Benefits to the Client, benefits to Modis
 Examples of MP wins
 Sales approach, qualification process
 Delivery stage
 Q&A
Modis Managed Solutions
Modis Managed Solutions is:
• outsourced technology projects to a team of specialists
• managing the entire effort
• providing thought leadership to assess business needs
• delivering the solution
Our approach -- looking at the business as a whole, and not separate
transactions.
Currently engagements range from a singular Program Management Office
assessment to outsourced management of multiple teams of PMs, Analysts
and Developers.
Our CORE COMPETENCIES
Managed Projects
The opportunity is for Modis to manage the project versus our client.
Managed project or project management, it’s really the same.
A “project” is defined as (by PMI):
What is Project Management?
More specifically, what is a project? It's a temporary endeavor undertaken to create a
unique product, service or result.
A project is temporary in that it has a defined beginning and end in time, and
therefore defined scope and resources. And a project is unique in that it is not a
routine operation, but a specific set of operations designed to accomplish a singular
goal. So a project team often includes people who don’t usually work together –
sometimes from different organizations and across multiple geographies.
Managed Projects
(Definition continued)
The development of software for an improved business process, the construction of a
building or bridge, the relief effort after a natural disaster, the expansion of sales into a
new geographic market — all are projects. And all must be expertly managed to
deliver the on-time, on-budget results, learning and integration that organizations
need.
Project management, then, is the application of knowledge, skills, tools, and
techniques to manage activities to meet the project requirements.
MP Points of Emphasis
• On premise management of milestone based projects
• Outsourced management of:
• Software Dev/QA
• IT Infrastructure
• Modis writes the SOW, including deliverables/SLAs and timeline
• Mods selects, deploys and manages team
• Pricing can be T&M or fixed monthly
• Custom to client, using SMEs or Partners
• Modis recruits SMEs and builds the entire team
• 100% dependent on SME/Partner
• Architect, PM, or Tech Manager
• Typically multiple phases, over months or years
Temp vs. Managed Projects –
A Client’s Definition
Temporary workers:
• The supplier is providing a resource(s) for a specific job function
• Client hiring manager has reviewed resumes, interviewed, and selected the worker(s)
• Client hiring manager will direct the activities of the workers on a day to day basis
• The supplier has based their fees on hourly wages
• As the hiring manager you are approving time cards for these workers
• The worker is responsible for the end work product
• The worker must end the assignment and client after 12 months.
Managed Projects/SOW:
• The supplier is providing end to end management of the managed service or project
• The supplier identifies the workers with the skills and experience for the work to be done,
the Client manager is not part of the hiring process
• The supplier has presented their fees based on an amount for the entire service or project
to include anticipated overtime, travel, expenses and delivery of work product
• The supplier manages the day to day activities of all workers
• The supplier provides updates, reporting and statuses to the Client manager
• There is no limit to the project duration
MMS – Change in Perspective
Managed Solutions
1. IT Services Firm
2. Consultants
3. Engagements or projects
4. Quote for services
5. Fixed costs, time & materials, or
milestone pricing
6. Introductory meeting with our
consultant
7. Invoice for services
8. Future project initiatives
Staffing
1. Staffing Agency
2. Temps or contractors
3. Assignments or placements
4. Resumes and rates
5. Hourly bill rates
6. Interview with our candidate
7. Approved time sheets
8. Upcoming staffing needs
Benefits to Clients
 Utilize external technical expertise/resources/teams to deliver projects;
 These external resources/teams are ONLY focused on the project
 These external resources/teams have recent and relevant experience as it
relates directly to the project, i.e. they are hired guns, this is what they do,
they’ve just done this, etc…
 Allows client to remain focused on their CORE business;
 ‘Non core is outsourced…’
 Increased bandwidth for their FTEs
 Cost reduction
 Decreased time to staff and manage new projects
 On average we are half of the bigs!
 Time reduction
 Increased speed and efficiency to complete project
 Customized and flexible solutions specific to their project
 Protection from co-employment concerns
 Retain project knowledge, “tribal knowledge”
(vs fully outsourced)
 Avoid tenure limits
Benefits to Modis
 Perception; “Partner” status vs. “staffing” vendor
 Greater control to select and manage our resources
 Greater number of resources, all vs one
 Greater presence/engagement with our client, generally onsite
 Ability to price the service and not the resource, less scrutiny on rates
 Commitment to funding with locked Purchase Orders (PO);
 All IT Projects have a “cost” or “cost estimation” or “bucket of money” that
funds the project, generally that $ is pre-determined and pre-approved, so it
can be and will be spent!
 Longer engagements, avoid tenure limits
 When executed properly WILL lead to follow up work,
either from extensions or new projects!
Managed Projects – Success Stories
Fairview Health Services
Challenge - Spring 2015. Migrate the entire company, over 23,000 units to
Windows 7, without disrupting critical hospital operations.
Solution – Modis assigned a Program Director, Project Coordinators and 40
Desktop Support personnel. Modis managed the entire project
and the entire team.
Managed Projects – Success Stories
Fairview Health Services
MODIS.COM | 1-877-MODIS IT
CLIENT OVERVIEW
Fairview Health Services is a large network of hospitals and clinics that
operates throughout the state of Minnesota. Fairview currently maintains
10 hospitals, 48 primary care clinics and a range of other specialty clinics
throughout the Twin Cities region and greater Minnesota.
BUSINESS CHALLENGE
In 2015, Fairview needed to undergo a massive Windows 7 migration
project across their entire network of hospitals and clinics. In total, over
23,000 units needed to be migrated. This provided several logistical
challenges. First, in order to not disrupt critical hospital and clinic
operations, their systems could not be down for long periods of time.
Second, Fairview needed to complete the entire migration in just 9 months.
Fairview asked Modis to design a customized, strategic solution that would
deliver the migrations on schedule without interrupting their operations.
OUR SOLUTION
Modis put together a comprehensive management team designed to
complete the migration on time and under budget. The team included a
Program Director, Project Coordinators, and 40 flexible Desktop Support
personnel, all of whom were on call 24 hours a day and 7 days a week.
Fairview outsourced the entire project to Modis, and we managed the
entire team throughout the duration of the migration.
BENEFITS / ROI
Modis was able to complete the entire migration of 23,000 units in 8
months, a month ahead of schedule. We also were able to finish the entire
ABOUT MMS:
Modis Managed Solutions
is a practice of outsourced
technology projects to a
team of specialists that can
manage the entire effort;
providing thought
leadership to assess
business needs and deliver
the solution.
Our approach is to look at
the business as a whole,
and not separate
transactions. We are
currently assisting clients
on dozens of engagements
ranging from a singular
Program Management
Office assessment up to
outsourced management of
multiple teams of PMs,
Analysts and Developers.
MMS COMPLETES MASSIVE
WINDOWS 7 MIGRATION FOR
MINNESOTA HEALTH CARE
SYSTEM
Client Name: Fairview Health Services
Challenge: Large-scale Win 7 migration in less than 9 months
Solutions: Modis managed entire solution from start to finish
Highlights: 23,000 units were migrated in 8 months (a month
ahead of schedule) and $500,000 under budget
Managed Projects – Success Stories
eBay
Challenge - Fall 2015. Consolidate all security data sources and provide
analytic trends on eBay’s security vulnerabilities. The dashboard is
requested by the CISO, and visible across every BU.
Solution - Modis proposed building a prototype, conducting UAT,
incorporate findings, and lastly add data sources from eBay’s 25 external
BU’s (StubHub, eBay Motors, etc.). We’ve successfully completed phase 1,
and presented to the CTO and CISO. Now, our team has been granted phase
2. All of the effort is managed by our Engagement Manager, Haleh
Aminfayezi.
Modis Sales Approach
 Once lead is identified, send completed qualification form to Drew
 Quick discussion with Drew and BDM/MD to determine next steps
 If lead is viable, schedule time to engage with client
Qualification ~ Process and Template
Sales Approach
Listen, Assess, Propose, Deliver Solutions,
Plus One
BDM/MD and Drew
• Introduce Modis offerings: Staffing, Direct Hire, & Managed Solutions
• Probing questions to understand client’s challenges
“What IT initiatives are planned for next quarter and what are
the business drivers behind those?”
 How do you plan to deliver to these initiatives?
 What expertise and resources are available?
(Project management, Tech resources)
• Initial qualification and schedule follow up meeting
 How does the project impact the bandwidth of your team?
 What is the budget, and how is it approved?
 What is the schedule?
 Who are the decision makers?
Sales Approach
Listen, Assess, Propose, Deliver Solutions,
Plus One
BDM/MD, Engagement Manager and Modis SME
• Engage client for further qualification and discovery
• Technical scoping with our Engagement Manager and SME
• Develop proposal and present to client
• Revision and negotiations cycles
• Closing on verbal agreement
• Draft SOW tied to MSA
 Description of services, schedule of deliverables,
 Billing schedule (T&M, Fixed)
 Description of change order process
• Obtain PO
Delivery Stage
Modis leads project kick off meeting
• Modis Engagement Manager assigns a project manager
• Secure badges and client laptop for EM and BDM
• Manage project communications between client and Modis
• Manage onboarding process
 Security badges, Team introduction, Desk setup, HW/network setup
• Provide hardware (optional)
• Attend weekly status meetings with client
• Conduct consultant quarterly assessments
• Manage relationship with consultants
 Weekly /monthly meetings, HR and personnel issues
• Manage logistics on weekly basis
 Time sheet approvals, Time off requests
• Manage the PO and depletion rate
• Report monthly status to the project stakeholders
Q & A

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MMS Managed Projects - Presentation

  • 1. CLIENT LOGO HERE Modis Managed Solutions Webinar - Managed Projects March 2016
  • 2. Modis Managed Solutions Modis Managed Solutions (MMS) has three separate areas:  Program and Project Management  Agile Transformation  Managed Projects This webinar is focused on the Managed Projects practice.
  • 3. Agenda  What is Modis Managed Solutions (MMS)?  Overview of MMS  Definition of Managed Projects (MP)  MP versus Staffing  Benefits to the Client, benefits to Modis  Examples of MP wins  Sales approach, qualification process  Delivery stage  Q&A
  • 4. Modis Managed Solutions Modis Managed Solutions is: • outsourced technology projects to a team of specialists • managing the entire effort • providing thought leadership to assess business needs • delivering the solution Our approach -- looking at the business as a whole, and not separate transactions. Currently engagements range from a singular Program Management Office assessment to outsourced management of multiple teams of PMs, Analysts and Developers.
  • 6. Managed Projects The opportunity is for Modis to manage the project versus our client. Managed project or project management, it’s really the same. A “project” is defined as (by PMI): What is Project Management? More specifically, what is a project? It's a temporary endeavor undertaken to create a unique product, service or result. A project is temporary in that it has a defined beginning and end in time, and therefore defined scope and resources. And a project is unique in that it is not a routine operation, but a specific set of operations designed to accomplish a singular goal. So a project team often includes people who don’t usually work together – sometimes from different organizations and across multiple geographies.
  • 7. Managed Projects (Definition continued) The development of software for an improved business process, the construction of a building or bridge, the relief effort after a natural disaster, the expansion of sales into a new geographic market — all are projects. And all must be expertly managed to deliver the on-time, on-budget results, learning and integration that organizations need. Project management, then, is the application of knowledge, skills, tools, and techniques to manage activities to meet the project requirements.
  • 8. MP Points of Emphasis • On premise management of milestone based projects • Outsourced management of: • Software Dev/QA • IT Infrastructure • Modis writes the SOW, including deliverables/SLAs and timeline • Mods selects, deploys and manages team • Pricing can be T&M or fixed monthly • Custom to client, using SMEs or Partners • Modis recruits SMEs and builds the entire team • 100% dependent on SME/Partner • Architect, PM, or Tech Manager • Typically multiple phases, over months or years
  • 9. Temp vs. Managed Projects – A Client’s Definition Temporary workers: • The supplier is providing a resource(s) for a specific job function • Client hiring manager has reviewed resumes, interviewed, and selected the worker(s) • Client hiring manager will direct the activities of the workers on a day to day basis • The supplier has based their fees on hourly wages • As the hiring manager you are approving time cards for these workers • The worker is responsible for the end work product • The worker must end the assignment and client after 12 months. Managed Projects/SOW: • The supplier is providing end to end management of the managed service or project • The supplier identifies the workers with the skills and experience for the work to be done, the Client manager is not part of the hiring process • The supplier has presented their fees based on an amount for the entire service or project to include anticipated overtime, travel, expenses and delivery of work product • The supplier manages the day to day activities of all workers • The supplier provides updates, reporting and statuses to the Client manager • There is no limit to the project duration
  • 10. MMS – Change in Perspective Managed Solutions 1. IT Services Firm 2. Consultants 3. Engagements or projects 4. Quote for services 5. Fixed costs, time & materials, or milestone pricing 6. Introductory meeting with our consultant 7. Invoice for services 8. Future project initiatives Staffing 1. Staffing Agency 2. Temps or contractors 3. Assignments or placements 4. Resumes and rates 5. Hourly bill rates 6. Interview with our candidate 7. Approved time sheets 8. Upcoming staffing needs
  • 11. Benefits to Clients  Utilize external technical expertise/resources/teams to deliver projects;  These external resources/teams are ONLY focused on the project  These external resources/teams have recent and relevant experience as it relates directly to the project, i.e. they are hired guns, this is what they do, they’ve just done this, etc…  Allows client to remain focused on their CORE business;  ‘Non core is outsourced…’  Increased bandwidth for their FTEs  Cost reduction  Decreased time to staff and manage new projects  On average we are half of the bigs!  Time reduction  Increased speed and efficiency to complete project  Customized and flexible solutions specific to their project  Protection from co-employment concerns  Retain project knowledge, “tribal knowledge” (vs fully outsourced)  Avoid tenure limits
  • 12. Benefits to Modis  Perception; “Partner” status vs. “staffing” vendor  Greater control to select and manage our resources  Greater number of resources, all vs one  Greater presence/engagement with our client, generally onsite  Ability to price the service and not the resource, less scrutiny on rates  Commitment to funding with locked Purchase Orders (PO);  All IT Projects have a “cost” or “cost estimation” or “bucket of money” that funds the project, generally that $ is pre-determined and pre-approved, so it can be and will be spent!  Longer engagements, avoid tenure limits  When executed properly WILL lead to follow up work, either from extensions or new projects!
  • 13. Managed Projects – Success Stories Fairview Health Services Challenge - Spring 2015. Migrate the entire company, over 23,000 units to Windows 7, without disrupting critical hospital operations. Solution – Modis assigned a Program Director, Project Coordinators and 40 Desktop Support personnel. Modis managed the entire project and the entire team.
  • 14. Managed Projects – Success Stories Fairview Health Services MODIS.COM | 1-877-MODIS IT CLIENT OVERVIEW Fairview Health Services is a large network of hospitals and clinics that operates throughout the state of Minnesota. Fairview currently maintains 10 hospitals, 48 primary care clinics and a range of other specialty clinics throughout the Twin Cities region and greater Minnesota. BUSINESS CHALLENGE In 2015, Fairview needed to undergo a massive Windows 7 migration project across their entire network of hospitals and clinics. In total, over 23,000 units needed to be migrated. This provided several logistical challenges. First, in order to not disrupt critical hospital and clinic operations, their systems could not be down for long periods of time. Second, Fairview needed to complete the entire migration in just 9 months. Fairview asked Modis to design a customized, strategic solution that would deliver the migrations on schedule without interrupting their operations. OUR SOLUTION Modis put together a comprehensive management team designed to complete the migration on time and under budget. The team included a Program Director, Project Coordinators, and 40 flexible Desktop Support personnel, all of whom were on call 24 hours a day and 7 days a week. Fairview outsourced the entire project to Modis, and we managed the entire team throughout the duration of the migration. BENEFITS / ROI Modis was able to complete the entire migration of 23,000 units in 8 months, a month ahead of schedule. We also were able to finish the entire ABOUT MMS: Modis Managed Solutions is a practice of outsourced technology projects to a team of specialists that can manage the entire effort; providing thought leadership to assess business needs and deliver the solution. Our approach is to look at the business as a whole, and not separate transactions. We are currently assisting clients on dozens of engagements ranging from a singular Program Management Office assessment up to outsourced management of multiple teams of PMs, Analysts and Developers. MMS COMPLETES MASSIVE WINDOWS 7 MIGRATION FOR MINNESOTA HEALTH CARE SYSTEM Client Name: Fairview Health Services Challenge: Large-scale Win 7 migration in less than 9 months Solutions: Modis managed entire solution from start to finish Highlights: 23,000 units were migrated in 8 months (a month ahead of schedule) and $500,000 under budget
  • 15. Managed Projects – Success Stories eBay Challenge - Fall 2015. Consolidate all security data sources and provide analytic trends on eBay’s security vulnerabilities. The dashboard is requested by the CISO, and visible across every BU. Solution - Modis proposed building a prototype, conducting UAT, incorporate findings, and lastly add data sources from eBay’s 25 external BU’s (StubHub, eBay Motors, etc.). We’ve successfully completed phase 1, and presented to the CTO and CISO. Now, our team has been granted phase 2. All of the effort is managed by our Engagement Manager, Haleh Aminfayezi.
  • 17.  Once lead is identified, send completed qualification form to Drew  Quick discussion with Drew and BDM/MD to determine next steps  If lead is viable, schedule time to engage with client Qualification ~ Process and Template
  • 18. Sales Approach Listen, Assess, Propose, Deliver Solutions, Plus One BDM/MD and Drew • Introduce Modis offerings: Staffing, Direct Hire, & Managed Solutions • Probing questions to understand client’s challenges “What IT initiatives are planned for next quarter and what are the business drivers behind those?”  How do you plan to deliver to these initiatives?  What expertise and resources are available? (Project management, Tech resources) • Initial qualification and schedule follow up meeting  How does the project impact the bandwidth of your team?  What is the budget, and how is it approved?  What is the schedule?  Who are the decision makers?
  • 19. Sales Approach Listen, Assess, Propose, Deliver Solutions, Plus One BDM/MD, Engagement Manager and Modis SME • Engage client for further qualification and discovery • Technical scoping with our Engagement Manager and SME • Develop proposal and present to client • Revision and negotiations cycles • Closing on verbal agreement • Draft SOW tied to MSA  Description of services, schedule of deliverables,  Billing schedule (T&M, Fixed)  Description of change order process • Obtain PO
  • 20. Delivery Stage Modis leads project kick off meeting • Modis Engagement Manager assigns a project manager • Secure badges and client laptop for EM and BDM • Manage project communications between client and Modis • Manage onboarding process  Security badges, Team introduction, Desk setup, HW/network setup • Provide hardware (optional) • Attend weekly status meetings with client • Conduct consultant quarterly assessments • Manage relationship with consultants  Weekly /monthly meetings, HR and personnel issues • Manage logistics on weekly basis  Time sheet approvals, Time off requests • Manage the PO and depletion rate • Report monthly status to the project stakeholders
  • 21. Q & A