DTMB Enterprise Portfolio Management with Changepoint PPM

Paul Gipson, Changepoint Delivery Consultant

Agenda

• Changepoint Overview

• Candidate Management

• Project Management

• Project Portfolio Management

• Request Management

• Resource Management

• Time Management

OverviewManage critical IT investments within a single, integrated platform across:

• Portfolio and Investment Planning – top down approach to planning

• Strategic and Operational Demand – selecting the right things to invest in

• Project Portfolio Management – doing them well

• Resource Management – Ensuring the right balance

Candidate Screening

• A Candidate represents potential IT work• It includes budget estimates and evaluation

questions used for planning and prioritization• Candidates are analyzed and prioritized so

executives can decide which work to execute. • Candidates that have been approved can then be

used to create projects.

Candidate Screening

Project Management• Capture Project Schedules

Project Management

What can using Changepoint provide me?• Track against Schedule and/or Budget for Earned Value metrics• Status Updates from resources to provide a Forecast of task progress• Record Actual Time and Materials

Project Management

What can using Changepoint provide me?

• Provide data to produce meaningful Executive Status Reports and Portfolio data

Project Management

What can using Changepoint provide me?

• Track Risks, Issues, Change Requests, Defects, Corrective Action Plan, etc.

Project Portfolio Management

• Project portfolios are made up of one or more projects.

• Project portfolios allow you to group and evaluate projects that have a common set of metrics such as IT department, priority, funding source, or technology divisions.

Project Portfolio Management

Project Portfolio Management

DTMB has leveraged Changepoint data on the world wide web through Changepoint:

• Information Technology (IT) Investment Fund Portfolio – A report to display projects that are currently in the IT Investment Fund– http://www.michigan.gov/openmichigan/0,4648,7-266-58520_63185---,00.html

• Michigan Legacy Application Modernization Planning – Captures projects that will replace or rewrite an application that is based on outdated, old or unsupported technologies.– http://www.michigan.gov/openmichigan/0,4648,7-266-58520_63482---,00.html

Request Management

DTMB not only uses requests within Project Management but also stand alone to capture Operational Demand:

• Changepoint Support Requests (SUPT) – Capture questions and issues associated with the Changepoint application itself.

• Work Requests (CSR) – Capture smaller demand items coming from Agency and DTMB resources that have a lower level of complexity and/or duration.

• IS Work Requests (ISR) – Used for I&O processing of incoming work to provide status, and plan for resource demand and Agency priorities.

Request Management

Request Management

Request Management

Resource Management

Resource Management

Resource Management

Resource Management

Time Management

1. Resources enter time in the time sheet and submit the time to their time approver for approval.

2. Time must be approved before any additional processing can be performed.

3. If time is rejected, you must make the necessary corrections before resubmitting the time entry.

4. Time can be adjusted or modified within a 35 day window. Exceptions are handled by administrators.

Time Management

Time Management

Time Management

Time by ResourceOr

Time by Client…

Time Management …Or Time by System/Application…

Time Management

Did I mentionTime by Activity

Code?

Time Management How about, Time by Federal Program?

Questions & Answers

THANK YOU