The document summarizes the development and implementation of a technology roadmap for the PMI Buffalo, NY Chapter. It describes assessing current tools and processes, documenting requirements, and reviewing needs. It also discusses implementing the roadmap strategically through overarching themes like cloud computing and integration, and tactically through quick wins. An example roadmap from 2010 provided benefits like collaboration, efficiency, and data integrity. The presentation concludes with a facilitated discussion on technology challenges and best practices.

1. 1
Region 4 Meeting
Technology
Developing and Implementing a Roadmap
Jeff Manhardt, PMP
June 11, 2016

2. 2Technology: Developing and Implementing a Roadmap
Agenda
• Highlight the development of the PMI Buffalo, NY Chapter’s
technology roadmap
• Feature a facilitated discussion enabling attendees to share and
exchange ideas and best practices

3. 3
Developing a Technology Roadmap
Assess, Document, Review
• Assess
– What tools & applications are being used?
• Document
– Current SOPs, processes, requirements
• Review
– Are you using the tools & applications you have?
– What tools & applications are needed?
– Who needs to use?
– What technologies are available in the marketplace?
– What technologies is PMI Global focused on?
– What technologies are other chapters & non-profits using?
Technology: Developing and Implementing a Roadmap

4. 4
Implementing a Technology Roadmap
Strategic & Tactical
• Strategic
– Over-arching themes
• Cloud-based computing
• Integration
• Efficiency
• Tactical
– Quick wins
• Quickbooks – easy to move to cloud-based solution
– Connect to strategy
• Google Apps – should connect to themes
– Document repository
– Email
Technology: Developing and Implementing a Roadmap

5. 55 Technology: Developing and Implementing a Roadmap
2010 Roadmap Benefits
Collaboration
• Document sharing with & between Board
members and teams
• Access from any Internet connection
• Enhanced process flow
Tiered Authentication
• User role-based authentication provides
the right level of access to volunteers,
directors & board members
• All systems deployed going forward will
have tiered authority as a requirement
Efficiency
• Dashboard provides visibility into all
relevant information
• Integrated systems that significantly
reduce rework
Data Integrity
• Eases position transition process
• Improved audit reporting capability
Cloud-based
computing

6. 66 Technology: Developing and Implementing a Roadmap
2010 Roadmap Timeline
2010
Collaboration solution
•Solution would provide
collaborative document
repository for Board
members & volunteers to
store all chapter-related
documentation
• Hosted SharePoint
•Google Apps
• MS Office Live Beta
• Joomla based
CRM Solution
• Sugar CRM
• Joomla bases
Website upgrade
2011
Web-based QuickBooks
& financial reporting
R&D full authentication
solution
•Dashboard
•Cloud based computing
•Tiered, role-based
authentication
•Chapter members single sign-on
with PMI.org credentials
•Board members and volunteer
access to tools & systems
•Integration of features &
functionality
•DEP automation
2012
Implement solutions
based on need &
priority
R&D
•Google Wave
•Zoho
•MS Office Suite, Dynamic
CRM, SureStep

7. 77
Membership Marketing Outreach Finance Professional
Development
Technology &
Business
Services
Volunteers Store Front Customer
Relationships
Book keeping Event Registration Knowledge
Repository
Membership Inventory Alliances Payments Payments Collaboration &
Transition
Retention Social Media Prospects Reimbursements Credential & PDU
management
Records Audit
Website Portal Analytics &
Reporting
Analytics &
Reporting
Financial Audit Analytics &
Reporting
Website Portal
Analytics &
Reporting
Analytics &
Reporting
Analytics &
Reporting
Technology: Developing and Implementing a Roadmap
2015-2018 Business Capabilities

8. 8
• What tools/applications are you using
now?
• What’s working well?
• What are your challenges?
• Does your chapter have someone
specifically focused on Technology?
An Innovative Approach to Programs and Professional Development
Facilitated Discussion – Identify Best
Practices and Challenges

9. 9
Sharing Ideas & Meeting the Challenges!
• Brainstorm Ideas
• Solutions
An Innovative Approach to Programs and Professional Development

10. 10
Resources
• Community Leadership & Region 4 website
• Chapter Partner/Administrator/Region Mentor
• Birds of a Feather
• Website & application provider support
groups

11. 11An Innovative Approach to Programs and Professional Development