resource management jackpot slides
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The Innotas Cloud Portfolio Management solution delivers instant visibility into your resource capacity and demand so you can ensure your resources are working on the right projects at the right time. www.innotas.comTRANSCRIPT
Hit the Resource Management Jackpot4 Critical Success Factors for Project-Driven Resource Management
featuring Andy Jordan of Projects at Work
Feb. 20th, 2014
© Innotas 2014| Confidential
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Featured Speaker
Andy Jordan-Founder & President, Roffensian
Consulting Inc.
-Author of Risk Management for Project-Driven Organizations
-Contributing author for Projects at Work
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Introduction
Resource management is often not seen as an integral part of project managemento Resources are assignedo PMs only handle task management
Resource management is frequently only addressed when projects starto No proactive planningo No portfolio wide planning
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Why we need a better way
Organizations never execute projects in isolation Resource decisions have wide ranging impact Resource skills and availability can have long lead times If resources are not well managed they won’t be engaged or
productive
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Four factors for success
Alignment – ensuring that resource commitments align with organizational needs
Agility – the ability to adjust and respond to shifting priorities and new challenges
Visibility – accurate and timely views of current and projected needs for all business areas
Collaboration – project and organizational management working together for effective resource management
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Alignment
Resource assignments must be based on organizational needso Resources allocated where they can deliver the best returno Skills availability based on projections of requirements (training and recruitment)o All resource needs considered – operations, projects, service requests, etc.
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Agility
Resource assignments must be capable of effective and timely updatingo Resource allocations will need to change with changing circumstanceso Organizations have to be able to understand options for changes considering ability
and impacto Resource allocations must be capable of rapid but clear adjustments
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Visibility
Resource allocations and needs can’t be unclear or impreciseo All stakeholders need to see assignments, availability, needs, etco Organizations have to be able to quickly see current and future needs and identify
varianceso Information has to be timely, accurate and complete
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Collaboration
Resource management is a shared responsibility between resource owners, project managers and HRo People must be managed as complete individuals – work execution, skills
development and career advancemento Resource assignment requires discussion and agreement
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Making it happen
Commitment to culture and valueso Understanding that resource management requires input from all stakeholderso Appreciation of the importance of ‘full lifecycle’ resource management (hiring to
departure) Processes and approaches that support the approach
o Resource management needs to integrate with all organizational elements – portfolio planning and modeling, change management, etc
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Making it happen – cont’d.
Software tools capable of supporting the approacho Resource management system integrated with project portfolio management
(PPM) suiteo Timely data capture and reportingo Powerful analysis and modeling engineso Full visibility into current state to provide decision support
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• San Francisco-based• Est. 2006• Leader in Cloud
Portfolio Management• Cloud-native• 350+ customers
About Innotas
“Leader” for PPM “Visionary” for IIPA
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Innotas PPM
Requests Entered, Prioritized, and
Approved in Innotas
Page 14 © Innotas 2014| Confidential or any other service desk solution
Innotas PPM
Requests Entered, Prioritized, and
Approved in Innotas
Projects Created and Scheduled
(High Level)
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Innotas PPM
RESOURCES
$Projects Created and Scheduled
(High Level)
Requests Entered, Prioritized, and
Approved in Innotas
Resources Assigned and Projects
Executed
Page 16 © Innotas 2014| Confidential or any other service desk solution
Innotas PPM
RESOURCES
$ PPM
Projects Created and Scheduled
(High Level)
Requests Entered, Prioritized, and
Approved in Innotas
Resources Assigned and Projects
Executed
Projects Arranged into
Portfolios
Page 17 © Innotas 2014| Confidential or any other service desk solution
Innotas PPM
RESOURCES
$ PPM
ANALYTICS ALIGNMENTINTEGRATION ENGINE DASHBOARDS
Projects Created and Scheduled
(High Level)
Requests Entered, Prioritized, and
Approved in Innotas
Resources Assigned and Projects
Executed
Projects Arranged into
Portfolios
Information Analyzed for Subsequent
Planning
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The Innotas Approach to Winning Big in Resource Management - Demo
© Innotas Confidential - 2014
Questions & Answers
© Innotas 2014| Confidential
Contact Info
Innotas111 Sutter Street, Suite 300San Francisco, CA 94104+1 866-692-7362www.innotas.com
@innotas
www.linkedin.com/company/innotas
Andy Jordan160 Concession 8W Perkinsfield, ON L0L 2J0+1 705-527-7809www.roffensian.com
@RoffensianPM