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Digital Productivity Solutions Built for the Microsoft Cloud NextGen Project Portfolio Management Why You Can’t Afford to Miss This Wave Reimagine Business Productivity Tad Haas [email protected] 720-841-3009 (m)

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Page 1: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Digital Productivity Solutions Built

for the Microsoft Cloud

NextGen Project Portfolio ManagementWhy You Can’t Afford to Miss This Wave

Reimagine Business Productivity

Tad [email protected] (m)

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The RISEof Technology

- The Pace of Change

- The Inevitable

Impact

Executives

PMOs

Software Development

Support

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change

Slow paced

business environment. Plan ahead and

make adjustments as needed.

Unpredictable

business environment. Constantly

planning for change.

Change is the New Normal

Page 4: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

PMO Evolution – Lessons Learned

• Process-driven doesn’t mean as much anymore

• Delivering the project isn’t enough

• Resource capacity ALWAYS matters

• Dependencies are part of your constraints

• Troubled projects require immediate attention

• Speak the language of the business - always

• Software alone isn’t enough

Page 5: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

The Future Is Coming Quickly

• “Program and portfolio managers

must learn to share their roles

with smart machines.”

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Skills Needed To Stay Relevant and Harness Technology

“The first change for PPM

professionals may be to change

themselves,” said Ms. Kopcho.

“They should think of their future

not in today’s terms, but in terms of

job titles that may not yet exist,

such as chief

strategy/transformation office, or a

head of strategic change

management.”

Page 7: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Era of Smart Machines

A smart machine never forgets, it forages for relevant data, updates information and statuses without being asked, predicts potential variance from plans and expectations, and offers data-led actions and recommendations.

The human project manager will compliment this digital workhorse with their intuition, understanding of how to motivate teams and political savvy in shepherding other humans toward completing tasks and projects

Page 8: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

PPM Trends for 2018 – 2020

• The Move to the Cloud accelerated – Digital PMOs

• The Rise of Agile

• More New Product Development / Innovation

• Connected Systems

• Visualizing Data

• AI and Predictive Analytics

Page 9: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

DIGITAL PMOS

Page 10: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

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.

Stay focused…

Go

ve

rna

nce

& S

tan

da

rdiz

ati

on

PMO Capability “Musts”

Page 11: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

• Agility

• Scalability

• Lower Cost of Ownership

• Governance and Control

• Momentum – Take Action!

• Focus on Delivering Value

• Strengthen Collaboration

• Flexibility & Mobility

• Apps – ever expanding capability

• Competitive Advantage

Digital PMO – Benefits

Page 12: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

THE RISE OF AGILE

Page 13: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Organizations practicing agile in 2016

Agile Project Management - Adoption On the Rise

From the State of Agile™ 11th annual report. www.stateofagile.com. All rights reserved © 2017.

94%Practice Agile

2011 80%

2012 83%

2013 88%

Page 14: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

GovernanceVisibility, Insight, Alignment & Control

AgilityInnovation, Time to Market & Responsive

How To Find The Right Balance

Page 15: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

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.”

Page 16: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

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

Page 17: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

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

Page 18: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

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

Page 19: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Centralized Reporting

(traditional)

Hybrid Dashboards

(multiple sources)

Personalization (the new trend)

Reporting on all Projects

Personalized Reports

Hybrid Agile PPM Dashboards

Page 20: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

MORE NEW PRODUCT DEVELOPMENT

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• Increasing speed of innovation and change is breeding more and more NPD

• These efforts represent projects that involve many dimensions, and can incorporate agile, lean and other rapid, iterative approaches

• Separate NPD tools are often in use, and are its own silo of information

• NPD is the lifeblood of many organizations, and these efforts need to be incorporated into a holistic project portfolio

• Faster Time to Market – Faster Time to Value

More New

Product

Development

Page 22: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

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 work

Page 23: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Organize around value

• Identify and organize around Value Streams

– Long-lived series of steps an Enterprise uses to provide continuous flow of value to the Customer

• Communicate strategy with Strategic Themes

• Empower decision makers with Lean-Agile Budgeting

• Provide visibility and governance to cross-cutting initiatives

• Guide common technology decisions with enterprise architecture

Enabler

Epic

Program Portfolio

Management

Enterprise

Strategic

Themes

Kanban

Backlog

Page 24: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Build value with Agile Release Trains

• Apply cadence and synchronization

• Communicate with Vision and Roadmap

• Manage the flow of work

• Apply objective Milestones to measure progress

Page 25: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

CONNECTED SYSTEMS

Page 26: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

• As businesses become more global, they need

better stakeholder communications. Fortunately,

modern PPM software has adapted to allow people

to access documents, data and reports from

multiple devices in multiple locations.

• Connected PPM Software will also enable you to

update data in real-time, ending the need to send

endless email attachments of the same document.

Providing one-source of truth

• Variety of methodologies and work types breed the

use of multiple systems and spreadsheets, and they

need to work better together

Connected

Software

Page 27: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Disconnected Systems & Processes

ServiceManagement

IncidentsProblemsChanges

• Work is managed by parallel processes

• Multiple entry points of work that is associated

• Departmental silos enforcing their own processes and priority

ProjectManagement

TasksIssues

Changes

Actions

ApplicationManagement

EpicsFeatures

User Stories

DefectsTasks

Page 28: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Key Challenges per Role

• Don’t have visibility into dev. schedules

• Can’t react quickly to changes

• Don’t understand dev. issues

• Resources are distributed

• Need different tools for planning

• No automation for approving/rejecting changes

• No visibility into issues

• PPM tools designed for plan & implement structure

• Development tools are needed for SW projects• Planning is different for each team

• People are disconnected between planning & execution

Disconnect

• No visibility into strategic alignment

• No visibility into value realization

• Don’t have the right information for making decisions

• No visibility into product roadmaps

• No visibility into customer projects

Page 29: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

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

Unified Portfolio, Project & Work Management

Co nfigurableB u siness Rules & Workflow

B u ilt inAle rts & Notifications

P r ivate Cloud Connector

Page 30: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Unified Collaboration & Communication

Page 31: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

VISUALIZING DATA &

PROJECT INTELLIGENCE

Page 32: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Everyone

3rd waveEnd user BI

The Evolution of Reporting• Today, BI extends to everyone

Analyst to end user

2ndwaveSelf-service BI

IT to end user

1st waveTechnical BI

Page 33: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

A new generation of Business IntelligenceTurning data into business insights is challenging

• Common BI challenges include…

Multiple data sources Data residing in SaaS solutions, and other external locations, is difficult to access and refresh securely

End-to-end viewData often resides in disparate locations, making it difficult to see a complete picture of your business

Right data for the right users at the right time

Different roles have different needs, and business users need the latest operational data

Page 34: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

What if … Instead of viewing your data like this ?

Page 35: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Which is often like viewing your data like this !

Page 36: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

You could view your data like this … “actionable insights”

Page 37: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Predict and forecast like this…

Page 38: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

You could share your data like this…

Page 39: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

You could be alerted on data like this …

Page 40: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Getting reports is as easy as just asking a question…

Page 41: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

COLLABORATION & MOBILITY

Page 42: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

And on the go with any devices…

Page 43: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

ARTIFICIAL INTELLIGENCE

Page 44: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

• System that can perform the day-to-day functions in projects without requiring human input

• Not only automate simple tasks, but also develop an understanding of key project performance

• Use this understanding to uncover insights, perform more complex tasks, make recommendations, and make decisions; sometimes in ways people just can’t do today

• Ultimately, an AI system will save you time while improving outcomes for your projects and team

What is project

management

AI?

Page 45: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

• Maturing machine learning, along with more complex

algorithms will be a powerful combination.

• Within the next five years, we will see computers

undertaking the following project management functions:

– Bots: Reminders, Queries for Update, Next step

guidance

– Analyzing risks

– Developing project schedules, timelines, and budgets

– Assigning tasks to the appropriate resources

– Documenting project progress

– Assessing project outcomes

Machines Will

Complement

and Enhance

Our Efforts

Page 46: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

• Today: Narrow project assistants – automates tasks and reminders

– provides insights (probability)

– communicates with the team

• Second generation: Filling in the data gaps– Filling in the blanks – AI can make good enough assumptions

about the data that is missing and enter that data.

– Encouraging better practice – AI can gently encourage teams to improve the quality of the data they are inputting.

– Creating new layers of metadata – In order to really understand the state of projects and the performance of teams AI will need to create metadata to represent additional concepts that aren’t currently represented. This meta-data can then feed into machine learning algorithms as features that will enhance the ability of AI to provide meaningful advice.

• Third generation: Expanding project understanding

– start expanding the understanding of projects and teams

– new metrics will be revealed that weren’t previously possible, such as quality, performance, learning, change, and effort

Project

Management

AI Will Evolve

Page 47: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

NextGen PPM: Don’t Miss This Wave

Accelerating actionable plans with intelligence

Connectingtools, processes

and people

Driving businessalignment and agility

Enable your business to operate with structure and agility

to manage projects and initiatives of all sizes and types

Page 48: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

• JV with Microsoft in 2002

• Global footprint

• Consulting, Business Applications,

Managed Services, global support

and Staffing

• 6,500 global employees

• Client focused, proven track record,

passion for technology

• Microsoft Global Partner (Triple Gold)

About Wicresoft

San Diego

Seattle

Canada

Chicago

New Jersey

North Carolina

Sweden

Belarus

Bei jing

Shenzhen

Tokyo, Osaka, Nagoya

Shanghai

Austra lia

Top 1% of Microsoft Partners

Microsoft P-Seller

Page 49: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

BusinessApplications

Education &Training

ConsultingServices

StaffingServices

ManagedServices

• PPM• Scaled Agile• PSA• Digital Workplace• Sales & Marketing• Field Service• Service Management• Human Capital

• Microsoft Technology• PMO• Leadership• Project Management

Fundamentals• Agile• SAFe• PMBOK

• Microsoft Technology• Implementation• Advisory Services• PMO Transformation• Agile Transformation• Digital Workplace

• Microsoft Technology• Project Management• Agile Transformation• Digital Workplace• OSS/BSS• Network Operations &

Engineering• Quality Assurance

• OSS/BSS• Network Operations &

Engineering• Quality Assurance• PMO as a Service

Enterprise Productivity Transformation

Unleashing the power of your

organization through people, process and productivity solutions.

Page 50: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

A glimpse into the near future

https://www.youtube.com/watch?v=xRlC1f1baCc

Page 51: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Thank you!Q & A

Tad [email protected]

Page 52: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

RESOURCES

https://www.gartner.com/smarterwithgartner/smart-machines-to-take-over-most-routine-ppm-

work/

https://www.cio.com/article/3245773/project-management/how-ai-could-revolutionize-project-

management.html

https://www.atlassian.com/blog/software-teams/3-ways-ai-will-change-project-management-better

Page 53: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Project Portfolio

Management

• Portfolio Management

• Project Management

• Resource

Management

• Schedule

Management

• Time Management

• Enterprise Work

Agile Portfolio

Management

• Portfolio Management

• F inancial Management

• Resource Management

• Status Reporting

• B i-Modal Planning

• DevOps (VSTS)

Integration

• Int ranets and Portals

• Work Management

• Knowledge Base

• Workflow

Automation

• Team Collaboration

Digital WorkplaceField & Service

Management

• Marketing & Sales

• Order Management

• Project Management

• Resource Utilization

• Time & Expense

• Services Management

• Invo icing

Professional Services

Automation

• Workforce

Management

• Customer

Communications

• Contract Management

• Inventory Management

• Mobile Productivity

Page 54: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

Microsoft Agile PPM Solution

Agile Development

ProjectsTraditional Waterfall

Projects

Product Planning

Release Planning

Sprint Planning

Sprint Tracking

Requirements

Design

Implementation

Verification

Maintenance

Page 55: Reimagine Business Productivity NextGen Project Portfolio ... · Multiple Planning & Delivery Modes 1 2 PPM Agile Marathon Runner Longer Cycle Times Waterfall, V-Model, etc Sprinter

NextGen Project Portfolio ManagementWhy You Can’t Afford To Miss The Wave

Reimagine Business Productivity

Digital Productivity Solutions

Built for the Microsoft Cloud

Tad [email protected] (m)