planningIT – Health Check

2

WHAT IS HAPPENING

planningIT installations evolve

over time

More and more users get on board

Additional use cases will be implemented

Interfaces will be created

Data quality becomes more

important

Configuration will be tweaked

3

WE ARE HERE TO SUPPORT YOU

LET‘S HAVE A CHECK UP!

4

THINGS WE CAN SOLVE

USERS EXPERIENCE IT AS COMPLICATED TO USE

IT TAKES TOO LONG TO IMPLEMENT CHANGES

EXECUTIVE MANAGEMENT DOESN‘T GET WHAT IT NEEDS

FUNCTIONALITY IS USED IN THE WRONG WAY

TOO MANY WORKAROUNDS WERE CREATED

DATA QUALITY IS POOR

5

TEAM

ACCOUNT MANAGERAs your single point of contact

PRE-SALESSharing best practices and value cases from other

customers

PROFESSIONAL SERVICESExpert knowledge around planningIT and your

installation

CORE TEAMEquipped with the knowledge around the

planningIT installation and the processes it‘s

supporting

EXECUTIVE MANAGEMENTSharing their requirements and needs on Integrated

IT Portfolio Management

alfabet Customer

6

HOW WE DO IT

BUSINESS CONTEXT

CONFIGURATION

OPERATING MODEL

SUMMARY

OPPORTUNITY ASSESSMENTSTAKEHOLDER SUPPORT

USE CASE SUPPORTBEST PRACTISE USAGEUSER GUIDANCEREPORTING / PUBLICATIONS

SUPPPORT PROCESSESREQUIREMENTS MANAGEMENT

REPORTMANAGEMENT PRESENTATION

7

BUSINESS CONTEXT

Workshop

_ Understand current / future business challenges

_ Current / Future Stakeholder Interviews

_ Tooling Strategy

_ Maturity Assessment

_ Share Use Cases from other customers

Create Value Argumentation

_ Based on existing and future challenges

_ Based on success stories with other customers

Customer alfabet

8

CONFIGURATION

Provide database and configuration

Analyze Database

_ Information captured

_ Profile / User Usage Statistic

_ Run quality reports

_ Reports used

_ Executive Reporting

_ User Navigation

_ Guide Pages

_ Wizards

_ Workflows

Match against current challenges and Best Practices

Customer alfabet

9

OPERATING MODEL & SUMMARY

Workshop

_ Internal planningIT Release cycles

_ Internal planningIT Roadmap

_ Requirements Management

PRESENTATION & REPORT

_ Roadmap on how planningIT can be used

to support additional use cases

_ Value argumentation which can be used internally to get more users on

planningIT

_ Plan on how to get more Executive Management buy in

_ Tactical steps to improve configuration and usability issues

_ Agreement on next steps

Customer alfabet

10

TIMELINE

Kick OffProvide

Database Analyze Database

Business Context Workshop

Stakeholder Interviews

Operating Model Workshop

Create Value Argumentation

Report CreationExecutive

Presentation

2 Weeks

alfabet alfabet & Customer

11

YOUR ADVANTAGES

EXECUTIVE BUY-INAppealing management reporting and infromation

which is important and value for your Exective

Management

STAKEHOLDER SUPPORTAttract new stakeholders within your organization

who will also collaborate on data gathering and

implement additional use cases

SPEEDGet new requirements implemented faster

RISK PREVENTIONAround data quality and usability issues

BEST PRACTICESWe help you build your planningIT based on proven

and successfull methodologies and configuration

templates

REDUCTIONOf time consuming cost-intensive adjustments to your

installation

CORE TEAM BUSINESS