Track Keynote for the Process, Project and Portfolio Management Track at the IBM Rational Software Conference 2009 Software and systems delivery has become a fundamental business process in the global economy, and the ability to adapt to changing market conditions requires that information technology is fully integrated into the business strategy and operations to ensure consistent alignment with business priorities, and better execution. Executives require visibility and real-time decision support to keep the enterprise focused on solutions to high-priority problems, supported by the ability to measure the performance of current and future IT activities and assets. IT leaders must deliver significant business value and ensure constant alignment of project investments with evolving business objectives. Project leaders must be able to identify, implement and drive adoption of repeatable best-practice approaches for successful execution, and be able to more proactively identify and resolve issues, to reduce risks associated with project failure. All stakeholders must be involved and informed in addressing the changing business needs, especially when variations in project health threaten outcomes. This track explores topics across several domains that support organizational change and iterative software and systems delivery. Hear and learn from actual experiences across the spectrum of process adoption, portfolio planning and oversight, and execution of major initiatives, programs, and projects. This track is for executives, IT leaders, program managers, project managers, portfolio managers, process engineers, business analysts, and other stakeholders concerned with optimizing IT investments with industry best practices and team unifying tools for more predictability, adaptability, and visibility.

1. IBM Rational Software Conference 2009
PPM Keynote
Claudia Mueller Thomson
PPM Segment Leader, Rational Product Delivery Team
claudim@us.ibm.com
PPM01
© 2009 IBM Corporation

2. IBM Rational Software Conference 2009
Agenda
Current business realities
The root causes of failure
The winning strategy: plan, execute and
measure
The IBM Rational solutions
PPM01 2

3. IBM Rational Software Conference 2009
So what does “PPM” really stand for?
Process Management
Portfolio Management
Product Management
Project Management
Program Management
Performance Measurement and Management
All six “Ps” are vital to the success of our
customers – and we will touch on all of them
today
PPM01 3

4. IBM Rational Software Conference 2009
Businesses are facing unparalleled challenges
Enable business
Manage
flexibility
business
transformations
Exploit
Differentiate globalization
products
Manage regulatory
React to mandates
market shifts
Deliver real customer
innovation
The successful businesses of the future will be those that
use software as a competitive advantage
PPM01 4

5. IBM Rational Software Conference 2009
Addressing the root causes that hinder success
42% of CIO's
doubt their vision
Lack of Failed
will be achieved
-- CIO Connect planning execution
Survey, July 2008
One of the most frequent
reasons for product failure
is changing priorities
-- The Product Portfolio
Management
Benchmark Report,
No Aberdeen Group
“Effective measurement measurement
identifies all facets for success” for
-- Project Measurement by improvement
Steve Neuendorf
PPM01 5

6. IBM Rational Software Conference 2009
The winning strategy: plan, execute and measure!
Integrating oversight and control over the risks that imbalance investments
Plan product and Execute with more
portfolio initiatives that collaboration and
can weather market automation to reduce
and economic forces to costs and deliver more
increase the long-term Plan effectively
Execute
value of IT assets
Best
Practices
and
Solutions
Oversee and analyze costs and
Measure benefits to drive dynamic,
informed decision-making to
reduce investment risks
PPM01 6

7. IBM Rational Software Conference 2009
Keys to optimizing software and systems investments
Modular – Flexible – Integrated
“Doing Things “Measuring
MCIF and Process Management
“Doing the “Right Market,
Right Things” Right Time, Right” Performance
Right Scope” Against
Business
Objectives”
Align Optimize
Rational FocalPlan Improve project delivery
investments Rational Focal Rational Focal Rational Insight
Point for Product predictability (plan, for Project
with Portfolio
business Point for Product Point organize Manage
and of product
and Portfolio and manage)
Management
objectives to
Management success by performance
maximize
Management
delivering
Execute
across the
Rational Insight with objective
Rational Insight Rational Insight complete
business customer project and
Rational System
value application process
Architect value lifecycleMeasureinformation
Improve
PPM01 7

8. IBM Rational Software Conference 2009
The Rational PPM Solutions
In the context of the Rational Software Delivery Platform
Enterprise IT Business Manufactured
Modernization Transformation Products
Jazz Platform
Enterprise Requirements Portfolio Product Project Performance Business Regulatory
Security
Architecture Definition Management Management Management Management Policies Compliance
Business Planning & Alignment Product & Project Management Compliance & Security
Change
Requirements Configuration Build Quality
& Release
Management Management Management Management
Management
Collaborative Lifecycle Management
Architecture Modeling Development Testing
Tools Tools Tools Tools
Engineering & Software Delivery Tools
PPM01 8

9. IBM Rational Software Conference 2009
Why do we need Jazz?
Successful businesses will manage software and systems delivery as a
robust business process
Collaborate Automate Report
Achieve common goals Increase control Continuously improve
by optimizing how and efficiency by by measuring progress
people work integrating workflows in real time
PPM01 9

10. IBM Rational Software Conference 2009
But wait – there’s more!
Flexibly integrated into a process based on your needs
c
Existing Rational New Rational/ Business Partner
Offerings IBM Offerings Offerings
Business
Your Planning
Existing and Alignment
Capabilities Product Compliance Collaborative
and Project and Lifecycle Design
Future Management Security Management and 3rd-Party
IBM Development Jazz
Capabilities Capabilities
Best Practice Processes
Administration: Users,
Collaboration projects, process
Presentation: Storage
Mashups Discovery Query
Jazz is…
A scalable, extensible team collaboration platform
A community at Jazz.net where you can see Jazz-based products being built
An integration architecture enabling mashups and non-Jazz-based products to participate
PPM01 10

11. IBM Rational Software Conference 2009
IBM Rational Focal Point for Product and Portfolio
Management
Choosing the right initiatives at the right time
Automated request capture
Automate tactical activities like request
capture and provide consistency to the
evaluation and approval processes
Value-based selection and trade-offs
Focus on creating value for your customers
and your business
Make trade-offs based on the changing
priorities of the organization and customers
Investment visibility
Manage and monitor your projects and
products as investments
Optimized for organizations focused on
ensuring their total portfolio is in line with
market needs
Elicit, analyze, prioritize and plan demands according to business value
PPM01 11

12. IBM Rational Software Conference 2009
IBM Rational Focal Point for Product and Portfolio
Management
Making value-based decisions
Complete business case planning and follow
up, high level resource planning
Manage effectively through score cards and
stage gates
Allow customers, communities, and internal
stakeholders to vote on the value of features or
products
Analyze the results to determine which products
will be the “winners” (based on adoption and fit,
for example)
Analyze the trade-offs based on priorities (time
to delivery, cost, and so on)
v6.4 will include –
A REST Services API allowing integrations with
Jazz
An integration with IBM Rational System
Architect that will ensure your IT investments
are aligned with your business goals
12 PPM01 12

13. IBM Rational Software Conference 2009
IBM Rational Focal Point for Project Management
Web-based, collaborative project management built on Jazz
Ensure seamless “in-context”
collaboration with Jazz-enabled
social networking to reduce delays
and avoid mistakes
Take advantage of automated
workflows, deliverable transparency,
and built-in process awareness to
ensure teams can function at peak
productivity levels
Make dynamic and informed
decision with real-time, deliverable-
driven progress and quality
measurements
Based on believable status – a
reflection of the actual work performed
on the team’s artifacts – or what we call Open and extensible on
Collaborate in context
“development intelligence” Right-size governance
Day one productivity
PPM01 13

14. IBM Rational Software Conference 2009
IBM Rational Focal Point for Project Management
Managing the plan
Remove silos of work
Allow users to keep using the tools they are
already using – but have the data from these
tools be visible to all the team members
Take advantage of the extensibility of Jazz to
connect and integrate many data sources to
support heterogeneous software
development
Continuously validate projects
View past performance, current status, and
predicted estimates-to-complete including
trends and variance
Analyze costs, benefits and risks to
continuously redeploy resources as needed
Guide teams with best practices and
processes for increased consistency and
predictability
Leverage support for traditional, agile and Open and extensible on
Collaborate in context
hybrid methodologies and best practices Right-size governance
Day one productivity
PPM01 14

15. IBM Rational Software Conference 2009
IBM Rational Focal Point for Project Management
What it means to be “built on Jazz”
The tasks developers see in
their change management
system are the same as the Project manager view
tasks the project managers see
in the work breakdown
structure (WBS)
Project managers assign tasks
in the WBS and developers
Developer view
see their assignments in their
CM system
Developers report their status
in the CM system and project
managers see that status in
the WBS
It’s the same artifact – regardless of where it is visible in the system!
PPM01 15

16. IBM Rational Software Conference 2009
IBM Rational Insight
Improved executive decision-making Companies that don’t
measure, experience poor
staff morale and cannot
accurately estimate cost
Provides at-a-glance, high impact - Capers Jones (2009)
views of complex real-time
information
CxO
Forces focus on systems and
software delivery issues that need Reduce cost and risk by mapping
attention and action operational activities to strategic
initiatives
Shows alignment between actual
results and planned business
goals
Includes tailored executive
measures
Cost, revenue, time-to-ROI, key
performance indicator (KPI)
specific to line of business
Built on best in class business intelligence platform from IBM Cognos
PPM01 16

17. IBM Rational Software Conference 2009
IBM Rational User Technologies
Check out the Executive Dashboard that
allows IBM executives to manage product
development and delivery.
Based on MCIF and Rational Insight, the
Executive Dashboard pulls in live data from a
variety of Jazz-based sources, such as
Rational Team Concert, Rational
Requirements Composer, and Rational Quality
Manager.
This is a chance to share your reality with
us through direct and specific feedback!
Sign up at tinyurl.com/djoj9b
or in person at Europe 5
PPM01 17
17

18. IBM Rational Software Conference 2009
IBM Rational Insight
Improved project level decision-making Only 45% of projects that
do not measure,
deliver products on-
time to market
Get your projects up and running - Capers Jones (2009)
quickly with a library of metrics
and built-in collectors
Project Manager
Monitor the status and progress
of your projects with built-in
Gain insight into development
measures projects that span organizational
Iteration velocity, project backlog, and geographic boundaries
requirements volatility, defect
density…
Leverage industry-leading
management techniques with
ready-to-use dashboards and
reports
Evaluate historical data for
lessons learned and corrective
action
PPM01 18

19. IBM Rational Software Conference 2009
IBM Rational Insight
Improved collaboration using disparate tools in the context of
business objectives
Portfolio
Management
CxO
Project
Management
Rational
Requirements Insight
Management
Architecture
Management
Change
Management
Process Lead
Configuration
Management
Build
Management
Quality
Management
Project Manager
PPM01 19

20. IBM Rational Software Conference 2009
IBM Measured Capability Improvement Framework
Drive business innovation and reduce costs through measured
and continuous process improvement
Empower teams to measure,
manage, and incrementally improve
their software delivery capability
MCIF is a phased approach that helps teams Phase Establish business and
1 operational objectives
Adopt an incremental, measured approach
to transformation
Phase Prioritize practices and
Focus on the core practices that matter most 2 define roadmap
Accelerate adoption through out-of-the-box
assets Phase Accelerate adoption
3 with tools and services
Articulate capability improvements in terms
of business value Phase Report, analyze and act
4 on results
Support any method optimized for Agile
Start next
practices incremental
improvement
PPM01 20

21. IBM Rational Software Conference 2009
IBM Measured Capability Improvement Framework
Components of the framework
Determine the Phase
1 Establish business and operational objectives
right solution
IBM Executive Business Value Workshop
Phase Prioritize practices and define roadmap
2
IBM Health Assessment for Software Delivery
ROI Analysis
Deploy the Phase Accelerate adoption with tools and services
solution 3
IBM Rational Self Check for Software Teams
IBM Rational Method Composer
IBM Rapid Deployment Package for Agility@Scale using MCIF
Jazz foundation: Process enactment and governance platform
Phase
4 Report, analyze and act on results
IBM Rational Insight:Tiered performance measurement
Confirm results delivered
and start on next project
Start next incremental improvement
PPM01 21

22. IBM Rational Software Conference 2009
IBM Rational Method Composer
Create, customize, publish, enact and measure iterative and incremental
practices according to project needs
Tooling that provides form-based entry to create well-architected and
maintainable methods
Methods in a “customizable process library” that includes IBM Practices,
the Rational Unified Process (RUP), and plug-ins like MDSD
Can be used as-is, customized, or to augment your own processes
PPM01 22

23. IBM Rational Software Conference 2009
Succeeding with the IBM Rational PPM Solutions
What the organization can now achieve
CIO Enterprise Architect
Blueprints for change and
Increased confidence transformation –
and reduced risk IT investment aligned
with business goals
Business Executive Portfolio Manager
Improved agility Improved outcomes with
to respond to dynamic and transparent
business opportunities project and resource
management
Product Manager
Project Manager
Improved collaboration
and handoffs between F a s te r a n d m o re
all teams / stakeholders targeted projects
Developer
Fewer defects and build
errors through better
collaboration and
automation
PPM01 23

24. IBM Rational Software Conference 2009
The road ahead
PPM offerings in 2009 and beyond
Rational Focal Rational Focal Rational Insight MCIF Rational Method
Point for Product Point for Project Composer
and Portfolio Management
Management An incremental,
Align products and Manage global Gain insight based on measured approach to Dynamic process
projects with business projects and real-time and historical transformation enactment and
objectives resources trend information management
Best Practice Processes Offerings
Web 2.0
Rational Integrations
Rational Rational Rational Rational Software Architect
ClearQuest Asset Build Forge Powered by
Manager Rational Application Developer
Rational Rational More dynamic integrations leveraging Rational AppScan & Tester portfolio
RequisitePro ClearCase
Jazz “Open Services for Lifecycle Rational Enterprise Modernization
Collaboration” services including System z and IBM i support
PPM01 24

25. IBM Rational Software Conference 2009
Collaboration opportunities
Design Partner Program
Lab Advocacy Program
Board of Advisors
VoiCE Events
Rational Software Conference
jazz.net
developerWorks
Beta Programs
RFE Community
Global Rational User Groups
Rational Cafe
Learn more about Rational Customer Programs
PPM01 25

26. IBM Rational Software Conference 2009
Rational Software Conference Track Resource Guides
ibm.com/rational/rsdc/resources
We have created a special Rational
Software Conference Track Resource
Guide on the web – full of materials you
can use and share with your team
Product demos from track sessions
Related webcasts, tutorials, and white
papers
“Tell your boss” resources
Communities for post-event networking
Links to Rational Software Conference
session presentations
PPM01 26
26

27. IBM Rational Software Conference 2009
And don’t miss these exciting sessions!
For IBM Rational Focal Point for Product and Portfolio Management
PPM05 – Marcus Silwer
For IBM Rational Focal Point for Project Management
PPM04 – Arthur Ryman
For IBM Rational Insight
PPM07 – Eric Larsen
For IBM Measured Capability Improvement Framework
PPM06 – Per Kroll and Eric Larsen
For IBM Rational Method Composer
PPM23 – David Trent
Stop by the Rational Labs to see a complete demo of IBM Rational Focal Point for
Project Management, hosted by Rajesh Thakkar!
Come and speak 1x1 with senior members of the PPM team at the Jazz Corner in the
Solution Center
PPM01 27

28. IBM Rational Software Conference 2009
PPM01 28

29. IBM Rational Software Conference 2009
© Copyright IBM Corporation 2009. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any
kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor
shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use
of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or
capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product
or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business
Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.
PPM01 299
2