![Page 1: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/1.jpg)
May 2013
Gartner PPM Summit
Portfolio Performance: GE Global Research Cracks the Code with
Clarizen
![Page 2: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/2.jpg)
Does This Describe Your PPM Organization?
• Simplified? • Organized? • On time? • On budget?
GE Global Research did it – and you can, too!
![Page 3: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/3.jpg)
Today’s Presenters
Plan & Control
Jim Alcombright Director of IT Project & Portfolio Management GE Global Research
Guy ShaniCOOClarizen
![Page 4: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/4.jpg)
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
![Page 5: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/5.jpg)
Robust Simplicity: Driving Success at the Project and Portfolio Level
ResourceManagement
Conversations
Issue Tracking
Time& Expenses
Budgeting
Planning & Scheduling
User empowerment, transparency & personalization
![Page 6: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/6.jpg)
![Page 7: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/7.jpg)
GE Global ResearchGartner PPM Summit
May 2013
Jim Alcombright
![Page 8: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/8.jpg)
8 Gartner PPM Summit
04/08/23
About GE Global Research
![Page 9: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/9.jpg)
9 Gartner PPM Summit
04/08/23
About GE Global Research
Niskayuna, NYSan Ramon, CA
Munich, Germany
Rio de Janeiro, Brazil
Bangalore, India
Shanghai, China
OklahomaCity, OK
![Page 10: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/10.jpg)
Who We Are
![Page 11: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/11.jpg)
11 Gartner PPM Summit
04/08/23
PPM: Ideas to Operations
Framework/ ExecutionEducation/ Governance
![Page 12: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/12.jpg)
12 Gartner PPM Summit
04/08/23
PPM Accomplishments
On timeOn budget
Site Build Outs40% increase in project execution
Project Cookbooks
Consolidated SupportContracts
![Page 13: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/13.jpg)
13 Gartner PPM Summit
04/08/23
PPM DifferentiatorsSimplified Framework based on PMI
OrganizationalResource Allocation
Portfolio Management
![Page 14: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/14.jpg)
14 Gartner PPM Summit
04/08/23
PPM Portfolio Mix
Business Engagement
~30 Simultaneous Global Projects
In excess of $50M Annual Budget
~100 Projects Annually
![Page 15: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/15.jpg)
Where We Started…
![Page 16: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/16.jpg)
16 Gartner PPM Summit
04/08/23
GEGR IT PPM HistoryNo Formal
Project Mgmt
~50%Project Success
Over-allocatedUnder-
performing
FundingIssues/
Constraints
DPMM, Excel, BoN
![Page 17: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/17.jpg)
17 Gartner PPM Summit
04/08/23
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
![Page 18: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/18.jpg)
18 Gartner PPM Summit
04/08/23
Why Clarizen
SaaS
Speed to ImplementEntry & 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.
![Page 19: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/19.jpg)
Where We Are…
![Page 20: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/20.jpg)
20 Gartner PPM Summit
04/08/23
GEGR IT PPM HistoryNo Formal
Project Mgmt
~50%Project Success
Over-allocatedUnder-
performing
FundingIssues/
Constraints
DPMM, Excel, BoN
PPMOChartered
MS ProjectStandard
~90%Project Success
Project Change Management
Education & Awareness
IT Pipeline & PfManagement
PPMO Framework
TalentAcquisition
![Page 21: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/21.jpg)
21 Gartner PPM Summit
04/08/23
Current Focus
Business Case Submission Pipeline/
Portfolio Management
Project Scoring
![Page 22: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/22.jpg)
22 Gartner PPM Summit
04/08/23
Portfolio/Program/Project Mgmt
![Page 23: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/23.jpg)
23 Gartner PPM Summit
04/08/23
Reporting
![Page 24: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/24.jpg)
24 Gartner PPM Summit
04/08/23
Resource Forecasting/Management
![Page 25: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/25.jpg)
25 Gartner PPM Summit
04/08/23
Business Case
![Page 26: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/26.jpg)
26 Gartner PPM Summit
04/08/23
Project Scoring
![Page 27: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/27.jpg)
27 Gartner PPM Summit
04/08/23
Pipeline/Portfolio Management
![Page 28: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/28.jpg)
Where We Are Headed…
![Page 29: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/29.jpg)
29 Gartner PPM Summit
04/08/23
GEGR IT PPM HistoryNo Formal
Project Mgmt
~50%Project Success
Over-allocatedUnder-
performing
FundingIssues/
Constraints
DPMM, Excel, BoN
PPMOChartered
MS ProjectStandard
~90%Project Success
Project Change Management
Education & Awareness
IT Pipeline & PfManagement
ClarizenSoft-Launch
Simplification
Collaboration
ExpansionClarizen
Production Launch
New IT Pf Framework
Resource Allocation Book
TransitionBusiness Case
TransitionCRF
DistributedLOE Actuals
Earned ValueManagement
Skills & GroupValidation
ITScorePPMO
PPMO Framework
TalentAcquisition
![Page 30: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/30.jpg)
30 Gartner PPM Summit
04/08/23
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
![Page 31: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/31.jpg)
31 Gartner PPM Summit
04/08/23
Thank you
![Page 32: Portfolio Performance: GE Global Research Cracks the Code with Clarizen](https://reader035.vdocuments.us/reader035/viewer/2022081413/546df16bb4af9f702c8b5605/html5/thumbnails/32.jpg)