Andy Jordan, Kristyn Medeiros & Tushar Patel

September 24th, 2014

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2

Tushar Patel

VP of Marketing, Innotas

12+ years experience leading product / program management efforts across S/W & H/W

Andy Jordan

Founder & President, Roffensian Consulting Inc.

Author of Risk Management for Project-Driven Organizations

Contributing author for ProjectManagement.com

Kristyn Medeiros, PMP, ITIL, Certified Scrum Master, Six Sigma

Sr. Solutions Consultant, Innotas

8+ years in Project Management for Johnson & Johnson, Sandia National Labs, Others

Introduction

Recent history – how we got here

What you still need – even if you don’t know it ◦ Improved agility

◦ Resource maximization

◦ Better relationships

◦ Save time & money

The future is here!

Questions

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A few years ago resource management was purely tactical ◦ Resources assigned for project kick-off

◦ Assignment based on availability and fit on an individual initiative basis

Resource management was reactive ◦ People moved in response to challenges

◦ Problems / delays drove resource ‘clustering’

Resource management was ineffective ◦ Management by rear view mirror

◦ Short term management

4

5

Resources in

planning

•Consideration of current

skills

•Consideration of resource

capacity

Proactive

management

•Managing ahead of issues

•Using resources to

prevent problems, not

respond

Resources drive

planning

•Selection considers

capability and capacity

•Resource management

integrated into

organizational planning

6

Faster

response

•More efficient planning / selection

•Ability to respond to opportunity before opportunity is lost

•Less time spent analyzing options and impacts

More options

•Better application portfolio management (APM) to better understand available options

•Outside the box resource thinking / management – not faster execution of existing

approaches

•Greater understanding of how to leverage resources optimally

Lower change

costs

•Reduced productivity loss during transitions / changes

•Resources capable of switching / adjusting more rapidly

•Improved value add utilization

7

What needs doing?

•Which projects have the highest

impact (value)?

•What are our strategic essentials?

•Where can we differentiate?

•What is ‘mandatory overlay’?

What can you do?

•What do we have the

capacity to deliver?What

are we capable of doing

(skills)?

•Are we optimizing the

resources that are

available?

•What is the best

execution approach?

How sure are you

that you got it right?

•Is your analysis

accurate?

•Are you optimizing what

you need?

•Is resourcing holding

you back?

•How much are you

leaving on the table?

8

Forecasting

Customers

Executives

Business Functions

Project Execution

Better project

selection

Fewer changes /

adjustments

Less change impact

Higher confidence in

ability to execute

Better expectation

management

Better portfolio

performance

9

Proposed Mix

Capability & Capacity

Selection

Change

This cannot take hours or days and deliver suspect results! Assignments should be executed in minutes

The longer change takes, the more you lose.

These should not be unrealistic expectations

Why shouldn’t executives expect this level of information and performance?

If you accept current resource management performance and your competitor’s refuse to settle – you lose!

10

This is real, this is here.

This is a game changer!

Innotas © 2014

Cloud Portfolio Management For Visibility & Alignment

Project Portfolio Management (PPM)

Application Portfolio Management (APM)

Agile Portfolio Management

Resource Management

Predictive Portfolio Analysis

Innotas Overview

“Leader” in Cloud PPM –

Three Years Running

“Leader” “Winner” in Project

Management Software “Top 10” - Three

Years Running

400+ Customers – Healthcare, Education, Technology, Retail, Government, and Financial Services

Innotas © 2014

Real World Example: PMO of Healthcare / Biotech Product Organization

# of Projects: ~100

Key Stakeholders: 5 Groups

Planning Cycle: 6-8 weeks

Dedicated Planning Staff: 3 FT

Re-Alignment: Quarterly

PMO Maturity: Low / Medium

Portfolio selection & resource planning is exceptionally manual & labor intensive – have to account for a myriad of variables.

Insufficient time and resources to plan effectively with maximum accuracy

Inability to adapt to change & efficiently re-plan throughout the year

Imprecise plans producing improper expectations for management & stakeholders

PR

OF

ILE

C

HA

LL

EN

GE

S

RE

SU

LT

S

Innotas © 2014

Predictive Portfolio Analysis™ (PPA)

Real benefits for your organization:

• Better alignment to business goals

• Increase business agility

• Save time and money

Predict, plan, and re-plan your optimal project

and resource roadmap – within minutes

• Recommends & schedules the highest value

portfolio

• Centered on organizational resource & budget

constraints

• Utilizes a patent-pending predictive engine

Innotas © 2014

Contact Innotas

Headquarters : 111 Sutter Street, Suite 300 San Francisco, CA 94104

Phone: +1 866-692-7362

Email: info@innotas.com

Twitter: @innotas

LinkedIn: http://www.linkedin.com/company/innotas