Reimagine ProductivityProject & Portfolio Management Summit

Tosh Bance – MicrosoftJoe Larscheid, Matthew Willey, Jim Patterson - Tivitie

Project and Business Productivity Solutions Built for the Microsoft Cloud

www.project-online.com

Introductions

Portfolio Management Overview – 1 hr.Trends in Portfolio Management

Intake and Demand

Portfolio Analysis and Selection

Capacity Planning

Unified Work Execution– 1 hr.Bi-Modal PPM with Agile

Unified Work Management

Service Management

Microsoft Project Roadmap – 1 hr.

Lunch

Hands-On Lab

Tivitie provides Enterprise Business and Project

Management Solutions built on Microsoft Technology

Experienced: 20+ Years of Microsoft Consulting

Fast: Pre-built Business Solution Apps

Low Risk: Online SaaS and IaaS Solutions

Proven: Built on Microsoft Cloud Technology

Gold Certified Partner | Cloud Solution Provider | P-Seller

www.project-online.com

Portfolio Management

Overview

What is Project &

Portfolio Management

(PPM)?

The practice of identifying, selecting and

managing a portfolio of projects that

align to strategic objectives and honor

resource constraints

PPM Delivers

The RISEof Technology

The inevitable impact:

Executives

PMOs

Software Development

Support

Adoption challenges across the

enterprise.

Our world is changing

TodayPast

Long product cycles

Email

Traditional workplace

Less data

Rapid innovation

Social collaboration

Telecommuting

Big data

Constant Change is the New Normal

58%of companies

do not have

an innovation

strategy

— Capgemini

17%higher 5-year

CAGR for

highly aligned

companies

— Booz & Co.

68%of orgs do not

align projects

to corporate or

strategic goals

— PwC

57%of projects fail

due to

breakdown in

communications

— BULL

13%higher 5-year

CAGR for

innovative

companies

— Booz & Co.

17%Increase in

projects

completed on

budget with

effective comms

— PwC

CAGR = Compound Annual Growth Rate

2/3of CIOs from top-

performing organizations

see collaboration as key

to driving innovation— McKinsey, 2012

60%of employees work in

multiple locations

during the work week

— Forrester, 2011

21%loss in productivity due

to collaboration

challenges

— IDC, 2012

37%increase in project collaboration

through enterprise social networks

i.e. SharePoint, Yammer, Lync

— Inside Communication, 2012

Innovation, Collaboration and Productivity

By the numbers | The value of PPM

Improvements with PPMThe reality of projects

Daily PM Pains

Strategic

Alignment

Project

Visibility

Inconsistent

Approaches

Resource

Management

63% 60%

48% 37%

123

The Centre for Business Practices

'Project Management: the State of the Industry‘ | Survey Findings

PMO Purpose

Forrester/PMI Global

Project Management

Office Online Survey

Portfolio Management

Schedule & Task Management

Financial Management

Team Collaboration

Technology has

become a highly

complex landscape

of features and

functionality vs. a

means of

empowering human

creativity,

innovation and

intelligence.

Go

vern

an

ce &

Sta

nd

ard

izati

on

PMO Capability “Musts”

The evolution of Project

What a difference a decade makes

Desktop

application for

individual project

managers

Collaborative

team work

through Project

Central

Consolidated

solution for project

and portfolio

management Consistency with

Office and

integration with

SharePoint

Cloud solution for

project and portfolio

management

Project and Portfolio Management

Alignment

Business objectives

prioritization

Demand Management

Portfolio Optimization

Portfolio Governance

Portfolio Reports

Collaboration

File sharing

Social communications

Document co-authoring

Team sites

Voice and video calls

Execution

Scheduling

Resource Management

Risk Management

Timesheeting

Project Reporting

Microsoft Project and Portfolio Management

Office 365

productivity

platform

The PPM Digital Workplace

Infrastructure

The Cloud Delivers Lower TCO

No Upfront License Fees

No Hardware Infrastructure

Remove IT Barriers

Lower Implementation Costs

No More Upgrades

Predictable

On Premises =

Hidden Costs

LicensesHardware

Consultants

Infrastructure

Maintenance

Dedicated Staff

Upgrades

1Source: Yankee Group: Hosted vs. Premise based Sales Solutions: TCO and Trade Offs

Cloud Computing: 46% Lower TCO1

Value of Microsoft Office 365 PPM

• Agility

• Scalability

• Lower Cost of Ownership

• Governance and Control

• Momentum – Take Action!

• Focus on Delivering Value

• Strengthen Collaboration

• Flexibility

– Mobility

– Accessibility

• Apps

• Competitive Advantage

Digital PMO - Benefits

Forrester Total Economic Impact – Results

http://office365.com/office-365-ppm-tei-study-forrester

Portfolio Management

Demo

Unified Work Execution

Overview

Disconnected Systems & Processes

Service

Management

Incidents

Problems

Changes

• Work is managed by parallel processes

• Multiple entry points of work that is associated

• Departmental silos enforcing their own processes and priority

Project

Management

Tasks

Issues

Changes

Actions

Application

Management

Epics

Features

User Stories

Defects

Tasks

Today’s Challenges

Organizations are confronted with digital transformation

IT leaders recognize need to innovate more, manage uncertainty better, and establish

more agility

Must do so while simultaneously running the business and hitting performance goals

Varying cultures, approaches and attitudes in the organization

Bimodal capabilities are becoming necessary and crucial

Technology-Driven Challenges

“How do I find my way through this maze of

processes, applications and information to mange

my work?”

Information Silos

Segregated Workforce

Complex Environment

Confused and Unhappy Employees

No Consistent Processes

Lost Productivity

No Support

Communication Barriers

Ineffective Ways of Working

Disconnected Systems and Data

Old Ways of Doing Things

Low Engagement

High Turnover

Low Response Times

Can Your Organization Afford This?

Multiple Planning & Delivery Modes

1 2

PPM AgileMarathon Runner

Longer Cycle Times

Waterfall, V-Model, etc

Sprinter

Shorter Cycle Times

Agile, Lean, Kanban, etc.

In early 2015, Gartner introduced the term Bimodal IT:

“the practice of managing two separate, coherent modes of IT delivery, one

focused on stability and the other on agility.”

Linear approach to change,

emphasizing predictability,

accuracy, reliability and stability

Non-linear, involves learning

via iteration, emphasizing

agility/speed, and above all

manage uncertainty

• How can I deliver value with continuous builds, quickly – with PPM?

• Why do I have to track capex/opex?

• Duplicate timesheet entry is taking time away from my ability to innovate.

• I have no visibility into business deliverables when teams use agile.

• How can I manage a holistic portfolio for leadership?

• How can I apply capex/opex to agile projects?

Disconnect

Disconnected Systems & Teams

Agile is a black hole to the PMO PPM offers no value to Agile teams

GovernanceVisibility, Insight, Alignment & Control

AgilityInnovation, Time to Market & Responsive

How To Find The Right Balance

More appropriate governance and planning mechanisms

Capability/culture to experiment more, and fail fast/small/visibly

Combined with more predictable, mission-critical steady state

Supports Modern PM Methodologies

Bimodal IT:

“the practice of managing two separate,

coherent modes of IT delivery, one focused

on stability and the other on agility.

Mode 1: is traditional and sequential,

emphasizing safety and accuracy.

Mode 2: is exploratory and nonlinear,

emphasizing agility and speed.”[1]

Scaled Agile Framework (SAFe):

SAFe is a knowledge base of

successful patterns

for enterprise Lean-Agile

development

AnalyticsConnectors

Demand

Management

Portfolio

Management

Resource

Management

Financial

Management

Time

Management

Business

Intelligence

Project Connect

Agile

Waterfall To Dos

Unified PPM & Agile Solution

Teams

Programs

Portfolios Portfolio 1

Program 1

Traditional

Project

Program

2

Agile

Project

Program

3

Traditional

Project

Agile

Project

The New Hybrid Project Management World

Introducing Microsoft Agile PPM Solution

Agile Development

ProjectsTraditional Waterfall

Projects

Product Planning

Release Planning

Sprint Planning

Sprint Tracking

Requirements

Design

Implementation

Verification

Maintenance

Microsoft Agile PPM Solution

Enables a 360 view of investment

progress

Builds trust and transparency

Let’s teams work in their tool of

choice

Investment Approval

Program &

Portfolio

Management

Financial &

Capacity

Planning

Waterfall Scheduling Agile Planning

Unified Work Management Use Case

Unified Work Management Use Case

Value of Unified Work Management

• Allows Users To Work in Tools Appropriate for Their Role/Maturity

• Improves Adoption By Minimizing Unnecessary Complexity

• Better User Experience Drives Better Participation/Compliance

• Better Collaboration Across All Areas of the Business

With Project Connect, its easy to connect the information you care about in one place and make faster, better informed decisions

Software Development

Project Portfolio Management

Professional Services

FinancialManagement

Work Management

Service Management

Project Connect

Expand PPM to All Work

ConfigurableBusiness Rules & Workflow

Built inAlerts & Notifications

Private Cloud Connector

Demand

Changes

Projects

Requests

Funnel All IT Work Through a Common

Governance and Control Structure.

Business Value

Applications

Services

Projects

Select

Work

ServicesRequests, Changes, Problems

ApplicationsReleases, Backlog, Test Cases

ProjectsProjects, Tasks, Issues, Risks

Reporting

Metrics

Dashboards

Status Reports

Execution

Resource

Management

Work Management

Time Management

Integrated IT Management Use Case

Integrated ITSM & PPM Use Case

IT is now being asked to drive tangible customer value

and to answer key questions such as:

1. How much time and budget are we spending on strategic vs

maintenance activities?

2. Is IT actively engaged in activities that are directly impacting

the strategic objectives of the organization as a whole?

3. How and where is IT adding value to the business, and what

ROI can be expected on these efforts?

4. What departments or business units are consuming the most

IT resources and can we make operational improvements to

better support the needs of these groups?

Integrated ITSM & PPM Benefits• Create a single front door for all IT requests

• Ensure the help desk personnel stays focused on small

tickets items and that all large requests are evaluated and

prioritized with the entire portfolio

• Ensure that IT stays focused on the “Right” things, not the

“Next” thing

• Enable users to manage their workload in a single system

• Ensure updated and consolidated portfolio reporting

• Eliminate information silos and redundancy by ensuring

that both systems are synchronized and up-to-date

• Resources don’t have to login to separate systems to log

actual hours

• Consolidated reporting of project and non-project time

Value of Integration• Brings Improved Portfolio Alignment to Organizational

Goals and Objectives

• Robust Project Portfolio Management (PPM) Software Can

Integrate All Work & Resources Into a Single View

• Project Connect Quickly & Reliably Brings Together

Business Systems

• Provides Holistic View of Resource Availability and

Efficiency

• Allows for Better Forecasting and More Realistic

Expectations

• Improved Governance for Planning, Executing, and

Reporting

Outcomes

• Comprehensive reporting and visibility

• Centralized Visibility

• Decentralized Contribution

• Streamlined Collaboration Across Roles

• Reduced Barriers to Participation

• Happy Users

Introducing Project Connect

BuildIntegrations quickly from simple to

sophisticated pre-built connectors

and process maps.

DeployIntegration processes to run for any

cloud or on-premise application.

ManageIntegrations centrally from Project Connect

for monitoring health and activity,

transaction logs, and technical support.

Azure

WindowsServer

Linux

Hosted Clouds

WindowsServer

Linux

Azure Service Fabric

Private Clouds

WindowsServer

Linux

High Availability

Hyper-Scale

Hybrid OperationsHigh Density

Rolling Upgrades

Stateful services

Low LatencyFast startup &

shutdown

Container Orchestration & lifecycle management

Replication & Failover

Simple programming

modelsLoad balancing

Self-healingData Partitioning

Automated Rollback

Health Monitoring

Placement Constraints

Micro-servicesAuthentication User Management Key Vault Logging NotificationBilling

Scheduling Configuration Management Web Frontend Event Management Analytics

Cryptography

Data Retrievers Data Updaters Data Transformers

Platform

Connectors

Project Connect Architecture

Unified Work Execution

Demo

Microsoft Project

Roadmap

Microsoft Project

Hands-On Lab

Contact

Tivitie - www.tivitie.com

Project Online - www.project-online.com

Project Connect - www.projectconnect.co