UMT – Overview ‘Visionary’ in Integrated IT Portfolio Analysis Applications (IIPA 2013 MQ) ‘Cool Vendor’ in Gartner’s Cool Vendor Report 2012 PPM Experts 25 years of experience With over ‘Winner of Microsoft Partner of the Year’ Gartner MQ Download:
UMT – Solutions/Services CPIC & IT Governance Pre-Select, Select, Control Evaluate Comprehensive EPM Resource / Demand Management APM & PMO PM Training CPIC & IT Governance Pre-Select, Select, Control Evaluate Comprehensive EPM Resource / Demand Management APM & PMO PM Training Innovation Process Management / New Product Development Comprehensive EPM Capacity Planning / Resource Management PM CoE / CoP Innovation Process Management / New Product Development Comprehensive EPM Capacity Planning / Resource Management PM CoE / CoP Program / Corporate PMO Project / Program Management Budget Formulation & Execution Reporting and Dashboard Resource Management PMO Services Program / Corporate PMO Project / Program Management Budget Formulation & Execution Reporting and Dashboard Resource Management PMO Services Process Improvement Initiatives Portfolio Selection and Management Project / Program Management Resource Management UFR Prioritization PM Training Process Improvement Initiatives Portfolio Selection and Management Project / Program Management Resource Management UFR Prioritization PM Training UMT Services Enterprise Project and Portfolio Management Enterprise Application Portfolio Management and Analytics Project and Portfolio Financial Management Consulting New Product Development (NPD) Portfolio Management Program Management Office (PMO) UMT Services Enterprise Project and Portfolio Management Enterprise Application Portfolio Management and Analytics Project and Portfolio Financial Management Consulting New Product Development (NPD) Portfolio Management Program Management Office (PMO) UMT Product Offerings UMT 360: Financials Portfolios UMT Product Offerings UMT 360: Financials Portfolios UMT Training Institute Microsoft Project and Project Management Training Microsoft Portfolio Server Training Project and Portfolio Management Training UMT Training Institute Microsoft Project and Project Management Training Microsoft Portfolio Server Training Project and Portfolio Management Training
Annual Planning Process (aka CPIC) *
Pre-SelectSelectControlEvaluate Business Needs Portfolio Selection Portfolio Tracking & Status Portfolio Reporting Resource Capacity Planning Resource Planning & Tracking Project Scheduling Project Tracking, & Status Benefits Realization Budget Formulation Budget Execution Core CPIC Disciplines & Capabilities 6 Benefits Planning Team Collaboration, Cooperation and Communication Operational Analysis Initiate Plan Execute Control Close
I would say that the solutions my has in place for enabling the management of the CPIC processes are: 1.Easy to use 2.Easy to use but not automated 3.Requiring me to do a lot of duplicative effort and data entry 4.Not easy to use and difficult to understand 5.Downright cumbersome and disjointed 6.Non-existent
The Miracle of CPIC … Pre-SelectSelectControlEvaluate Initiate Plan Execute Control Close $ Government Schedule Contractor Schedule Reconciliation & Tracking Repeat Monthly or Quarterly Business Need Review Ranking Prioritization Hatchet Games Creative Writing Distribution
Integrated CPIC Solution Pre-SelectSelectControlEvaluate Initiate Plan Execute Control Close Repeat Monthly or Quarterly (as Needed) Enterprise Governing Workflow Consistent Investment Ranking Criteria Strategic Alignment Score Standardized Business Case Capture Portfolio Level What-If Analysis Budget Formulation Cost, Schedule & Perf. Risk, Issue, Decision, Action Item Collaboration On Demand Reporting & Operational Analysis Visibility, Insight & Control IMS
Solution Walkthrough
Business Needs Flexibility
Information Accessibility
Enterprise Types
Enterprise Process Types
Investment Overview
Investment Metadata Examples
Investment Relationships
Program/Project Process & Data
Portfolio Analytics
Reviewing the Rankings
Prioritize Project List
Baseline Scenario
~10% Cut from 38M to 34M
~20% Cut from 38M to 30M
~20% Cut with Force In
Scenario Comparison Report
Formulation Using Selected Portfolio
Solution Walkthrough
Tips for More Successful Annual Planning Pre-SelectSelectControlEvaluate Initiate Plan Execute Control Close Enterprise Governing Workflow Consistent Investment Ranking Criteria Strategic Alignment Score Standardized Business Case Capture Portfolio Level What-If Analysis Budget Formulation Cost, Schedule & Perf. Risk, Issue, Decision, Action Collaboration On Demand Reporting & Operational Analysis Visibility, Insight & Control IMS