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Life After
Portfolio Management

Balancing PPM, IT Governance & Project Management
                                           January 26, 2011




  © Copyright 2011 by Mercury Consulting Corporation - Confidential   1
LIFE AFTER PPM
                                                        Agenda




  © Copyright 2011 by Mercury Consulting Corporation - Confidential   2
LIFE AFTER PPM
      Managing Execution
                                                      The Record

                       Only 37% of stakeholders are satisfied with
                            the speed of internal application
                                    development ...
                           Only 42% are satisfied with the quality.
                         50% of outsourced projects are expected
                                    to underperform.



 Source: IBM Software Rational Group; Forrester, Gartner

   © Copyright 2011 by Mercury Consulting Corporation - Confidential   3
IT Development Lifecycle

                                                       Project Manager
 Analyst                                                                                                      Tester

                Requirements                                                                 Testing




                                                         Development
Architect                                                                                                  Developer


     IT process works across silos                                 Project status update an onerous effort
         People, organization, infrastructure barriers                  Timeliness suffers, accuracy suspect
     Process gaps in manual activities                             Incompatible tools and repositories
         Errors and rework                                              Time consuming ramp up
     Competing projects and iterations                             Inflexible and brittle integration tooling
         Team friction and changing requirements                         Unreliable access to artifacts




     © Copyright 2011 by Mercury Consulting Corporation - Confidential                                            4
LIFE AFTER PPM STEPS TO SUCCESS
   10 lessons towards IT Lifecycle Improvement

    1. Business goal/business improvement focus
    2. IT development lifecycle process is shared
    3. Roles and responsibilities - clarity in the
       IT/business Interface

    4.    Requirements are documented and managed
    5.    Work items are assigned and tracked
    6.    Current project status view – real time
    7.    Artifacts are linked and associated to the project

    8. Communication and notification in context
    9. Consistency in practices
   10. Measurement


  © Copyright 2011 by Mercury Consulting Corporation - Confidential   5
LIFECYCLE IMPROVEMENT

 1. Business goal/business improvement focus
          Partnership with the business
                                                                         Process
          Projects aligned to business goals
          Business stakeholders involved in the development lifecycle
          Business thought leaders drive requirements
          Agreements documented and communicated


 2. IT lifecycle process is clearly shared
       Business stakeholders are owners in the process
       The IT methodology is clear and all IT parties take ownership
       Exception Management Process


 3. Interface roles and responsibilities
       Analysts/Project Manager/Business Stakeholder/IT Liaison
       Portfolio and project owners
       Business stakeholder
  © Copyright 2011 by Mercury Consulting Corporation - Confidential                6
LIFECYCLE IMPROVEMENT
 4. Requirements documented and managed
           Requirements repository is well structured
           Changes managed, communicated, releases updated             Visibility
           Change notification reaches needed parties                Traceability
           Associated documents are together and easily found

 5. Work items assigned and tracked
       Requirements translated to tasks and assigned
       Tasks associated to requirements, projects, use cases, artifacts etc.

 6. Current project status view – (real time)
       The early warning system
       Exceptions to expectations
       Resource and progress levels

 7. Artifacts linked and associated to the project
       Transparency of information
       Transparency of activities

  © Copyright 2011 by Mercury Consulting Corporation - Confidential             7
LIFECYCLE IMPROVEMENT

    8. Consistency in practices                                       Communication
           Best practices                                             Measurement
           Repetitive practices
           Automation

    9. Collaboration
           Timely notification
           Frequent communication
           Collaboration, notification and communication in

                                             Context
   10. Measurement
           Tracking the right things
           Capacity and utilization
           Completion


  © Copyright 2011 by Mercury Consulting Corporation - Confidential              8
COLLABORATIVE LIFECYCLE MANAGEMENT
                                                                                             Association
                                       Changes;
                                       notification                  Tester finds defects,
                                                                     generates work item
 Analyst                                  Defects closed                                                      Tester
                                        against requirements

               Requirements                                           Work Item linked           Quality
               Management            Requirement linked               test script              Management
                                        to work item


                                                             Team
                                                          Management
Architect                                                                                                   Developer


     Coordinate analysts, developers                           Status Report with real time information
      and testers                                                  Visibility and measurement across silos
        Collaborate in context and track status
                                                                Process consistency and transparency
     Work items linked to requirements                            Tracking and measurement across the
        Artifacts are associated, and linked                       lifecycle
         requirements and project plan

                                              AUTOMATE
      © Copyright 2011 by Mercury Consulting Corporation - Confidential                                         9
Collaborative Lifecycle Management
       CALM is the coordination of application lifecycle activities

                     Process                                enforcement of processes that
                   Automation                                  span lifecycle activities


                                                              access to business priorities
                      Visibility                               and requirements across
                                                                  lifecycle activities

                                                            management of relationships
                   Traceability                            between development artifacts
                                                             used or produced by these
                                                                      activities

                                                               assuring flexibility and
                Communication                                  responsiveness through
                 & Notification                             technology that enables quick
                                                               realignment as needed

                                                               on progress of the whole
                 Measurement                                   development effort, with
                                                              access to detail granularity


   © Copyright 2011 by Mercury Consulting Corporation - Confidential                          10
Gartner MarketScope for Application Life Cycle Management
IBM Rational has highest available rating
   “During the current                                                                                            “These benefits result in better control of costs
         economic environment,                                                                                    and risks in development projects across the
         ALM, at its best, can                                                                                    spectrum of applications that run the business,
         enhance the productivity                                                                                 grow the business or transform the business.”
         of teams and provide
         management with a more
         accurate view of project
         status.”



    “Savings also stem from
    the reduction of
    unnecessary rework and
    better alignment of
    projects with business
    needs.”




Gartner MarketScope for Application Life Cycle Management, Jim Duggan, Matt Light, Thomas E. Murphy, December 17, 2008
The MarketScope is copyrighted December 17, 2008 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure
against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner
disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. The MarketScope graphic was published by Gartner, Inc. as part of a larger research note and
should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM.




               © Copyright 2011 by Mercury Consulting Corporation - Confidential                                                                                                                                                                   11
LIFE AFTER PPM
  Managing Execution
             Collaborative Application Lifecycle Management

                                                                       Collaboration in Context
                                                                       Work Item Linked to
                                                                        Requirements
                                                                       Association and Linking
                                                                        of Artifacts
                                                                       Process Automation
                                                                       Measurement




  © Copyright 2011 by Mercury Consulting Corporation - Confidential                       12
LIFE AFTER PPM
  Managing Execution
         Collaborative Application Lifecycle Management

                                    Automate
                                            Collaborate
                                                       Measure


      Questions and Discussion
                                                                      José Blanco
                                                                      Business Development Manager
                                                                      Mercury Consulting Corporation
                                                                      (630) 522-1705
                                                                      jblanco@mercurycc.com
                                                                      www.mercurycc.com
                                                                      www.mercurycc.com/calm


  © Copyright 2011 by Mercury Consulting Corporation - Confidential                                    13
Traditional Application Lifecycle Management (ALM) solutions result
  in islands of people, process and information



                                                                           




                                            Little to no project visibility
                                            Data locked in proprietary application programming
                                            interfaces (APIs)
                                            Poor process and workflow integration
                                            High maintenance and administration costs
Source: IBM Rational Software Group         Persistent functional, geographic and organizational silos

       © Copyright 2011 by Mercury Consulting Corporation - Confidential                                 14
Practices

                  In addition to
               tools to enable
                 collaboration,
                         CALM also
            includes a set of
                 best practices
                               to guide
                   practitioners
                       and teams.
 IBM Rational Software Group

     © Copyright 2011 by Mercury Consulting Corporation - Confidential   15
Only 37% of stakeholders are satisfied with the speed of
                                    internal application development...
                                        Only 42% are satisfied with the quality.
                        50% of outsourced projects are expected to underperform.



                                                         Silos of people,
                                                      process, and projects

    Geographic Barriers                             Organizational Barriers       Infrastructure Barriers
                                                                                  Incompatible tools and
    Poor communication                             Lack of meaningful            repositories
    Language, culture and time                      stakeholder input            Unreliable access to
     differences                                    Poor LOB oversight            common artifacts
    Process gaps resulting in                      Weak project governance      Lengthy project and team
     errors and rework                              Missed opportunities to       member on-boarding
    High degree of friction                         leverage domain expertise    Brittle and inflexible tooling
     across teams                                                                  integrations

Source: IBM Software Rational Group; Forrester, Gartner

   © Copyright 2011 by Mercury Consulting Corporation - Confidential                                          16

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Life After PPM

  • 1. Life After Portfolio Management Balancing PPM, IT Governance & Project Management January 26, 2011 © Copyright 2011 by Mercury Consulting Corporation - Confidential 1
  • 2. LIFE AFTER PPM Agenda © Copyright 2011 by Mercury Consulting Corporation - Confidential 2
  • 3. LIFE AFTER PPM Managing Execution The Record Only 37% of stakeholders are satisfied with the speed of internal application development ... Only 42% are satisfied with the quality. 50% of outsourced projects are expected to underperform. Source: IBM Software Rational Group; Forrester, Gartner © Copyright 2011 by Mercury Consulting Corporation - Confidential 3
  • 4. IT Development Lifecycle Project Manager Analyst Tester Requirements Testing Development Architect Developer  IT process works across silos  Project status update an onerous effort People, organization, infrastructure barriers Timeliness suffers, accuracy suspect  Process gaps in manual activities  Incompatible tools and repositories Errors and rework Time consuming ramp up  Competing projects and iterations  Inflexible and brittle integration tooling Team friction and changing requirements Unreliable access to artifacts © Copyright 2011 by Mercury Consulting Corporation - Confidential 4
  • 5. LIFE AFTER PPM STEPS TO SUCCESS 10 lessons towards IT Lifecycle Improvement 1. Business goal/business improvement focus 2. IT development lifecycle process is shared 3. Roles and responsibilities - clarity in the IT/business Interface 4. Requirements are documented and managed 5. Work items are assigned and tracked 6. Current project status view – real time 7. Artifacts are linked and associated to the project 8. Communication and notification in context 9. Consistency in practices 10. Measurement © Copyright 2011 by Mercury Consulting Corporation - Confidential 5
  • 6. LIFECYCLE IMPROVEMENT 1. Business goal/business improvement focus  Partnership with the business Process  Projects aligned to business goals  Business stakeholders involved in the development lifecycle  Business thought leaders drive requirements  Agreements documented and communicated 2. IT lifecycle process is clearly shared  Business stakeholders are owners in the process  The IT methodology is clear and all IT parties take ownership  Exception Management Process 3. Interface roles and responsibilities  Analysts/Project Manager/Business Stakeholder/IT Liaison  Portfolio and project owners  Business stakeholder © Copyright 2011 by Mercury Consulting Corporation - Confidential 6
  • 7. LIFECYCLE IMPROVEMENT 4. Requirements documented and managed  Requirements repository is well structured  Changes managed, communicated, releases updated Visibility  Change notification reaches needed parties Traceability  Associated documents are together and easily found 5. Work items assigned and tracked  Requirements translated to tasks and assigned  Tasks associated to requirements, projects, use cases, artifacts etc. 6. Current project status view – (real time)  The early warning system  Exceptions to expectations  Resource and progress levels 7. Artifacts linked and associated to the project  Transparency of information  Transparency of activities © Copyright 2011 by Mercury Consulting Corporation - Confidential 7
  • 8. LIFECYCLE IMPROVEMENT 8. Consistency in practices Communication  Best practices Measurement  Repetitive practices  Automation 9. Collaboration  Timely notification  Frequent communication  Collaboration, notification and communication in Context 10. Measurement  Tracking the right things  Capacity and utilization  Completion © Copyright 2011 by Mercury Consulting Corporation - Confidential 8
  • 9. COLLABORATIVE LIFECYCLE MANAGEMENT Association Changes; notification Tester finds defects, generates work item Analyst Defects closed Tester against requirements Requirements Work Item linked Quality Management Requirement linked test script Management to work item Team Management Architect Developer  Coordinate analysts, developers  Status Report with real time information and testers  Visibility and measurement across silos  Collaborate in context and track status  Process consistency and transparency  Work items linked to requirements  Tracking and measurement across the  Artifacts are associated, and linked lifecycle requirements and project plan AUTOMATE © Copyright 2011 by Mercury Consulting Corporation - Confidential 9
  • 10. Collaborative Lifecycle Management CALM is the coordination of application lifecycle activities Process enforcement of processes that Automation span lifecycle activities access to business priorities Visibility and requirements across lifecycle activities management of relationships Traceability between development artifacts used or produced by these activities assuring flexibility and Communication responsiveness through & Notification technology that enables quick realignment as needed on progress of the whole Measurement development effort, with access to detail granularity © Copyright 2011 by Mercury Consulting Corporation - Confidential 10
  • 11. Gartner MarketScope for Application Life Cycle Management IBM Rational has highest available rating “During the current “These benefits result in better control of costs economic environment, and risks in development projects across the ALM, at its best, can spectrum of applications that run the business, enhance the productivity grow the business or transform the business.” of teams and provide management with a more accurate view of project status.” “Savings also stem from the reduction of unnecessary rework and better alignment of projects with business needs.” Gartner MarketScope for Application Life Cycle Management, Jim Duggan, Matt Light, Thomas E. Murphy, December 17, 2008 The MarketScope is copyrighted December 17, 2008 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. The MarketScope graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM. © Copyright 2011 by Mercury Consulting Corporation - Confidential 11
  • 12. LIFE AFTER PPM Managing Execution Collaborative Application Lifecycle Management  Collaboration in Context  Work Item Linked to Requirements  Association and Linking of Artifacts  Process Automation  Measurement © Copyright 2011 by Mercury Consulting Corporation - Confidential 12
  • 13. LIFE AFTER PPM Managing Execution Collaborative Application Lifecycle Management Automate Collaborate Measure Questions and Discussion José Blanco Business Development Manager Mercury Consulting Corporation (630) 522-1705 jblanco@mercurycc.com www.mercurycc.com www.mercurycc.com/calm © Copyright 2011 by Mercury Consulting Corporation - Confidential 13
  • 14. Traditional Application Lifecycle Management (ALM) solutions result in islands of people, process and information  Little to no project visibility Data locked in proprietary application programming interfaces (APIs) Poor process and workflow integration High maintenance and administration costs Source: IBM Rational Software Group Persistent functional, geographic and organizational silos © Copyright 2011 by Mercury Consulting Corporation - Confidential 14
  • 15. Practices In addition to tools to enable collaboration, CALM also includes a set of best practices to guide practitioners and teams. IBM Rational Software Group © Copyright 2011 by Mercury Consulting Corporation - Confidential 15
  • 16. Only 37% of stakeholders are satisfied with the speed of internal application development... Only 42% are satisfied with the quality. 50% of outsourced projects are expected to underperform. Silos of people, process, and projects Geographic Barriers Organizational Barriers Infrastructure Barriers  Incompatible tools and  Poor communication  Lack of meaningful repositories  Language, culture and time stakeholder input  Unreliable access to differences  Poor LOB oversight common artifacts  Process gaps resulting in  Weak project governance  Lengthy project and team errors and rework  Missed opportunities to member on-boarding  High degree of friction leverage domain expertise  Brittle and inflexible tooling across teams integrations Source: IBM Software Rational Group; Forrester, Gartner © Copyright 2011 by Mercury Consulting Corporation - Confidential 16