Managing The Chaos of Work

1. © 2014 Planview, Inc. | 1 | Confidential© 2016 Planview, Inc. | 1 | Confidential Managing The Chaos of Work Jason Morio Projectplace Product Director Margo Visitacion Forrester VP and Principal Analyst

6. 6© 2017 FORRESTER. REPRODUCTION PROHIBITED. Source: 2015 Forrester/Odgers Bernsten Online Digital Business Survey Digital Business Has Industries Expecting Massive Disruption Industry Next 12 months Already happening Healthcare 24% 19% Retail 28% 19% Insurance 28% 10% Business & Professional Services 28% 12% Telecommunications 26% 20% Pharmaceutical/Medical Systems 15% 23% Technology Products 27% 18% Travel & Transportation 26% 13% Financial Services & Banking 13% 11%

7. 7© 2017 FORRESTER. REPRODUCTION PROHIBITED. 70% believe digital success requires expanded partner networks Source: IBM C-Suite Study 2015 81% believe there will be more digital and virtual interaction

11. 11© 2017 FORRESTER. REPRODUCTION PROHIBITED. › Source: Forrester’s BT Telecom & Mobility Workforce Survey 2016 People Work Differently Today › 45% use mobile capabilities when working with clients and partners › 40% customers expect mobile capabilities involve service delivery › More than a third work while commuting or traveling

12. 12© 2017 FORRESTER. REPRODUCTION PROHIBITED. Work Is Increasingly Collaborative Order to cash Source to pay Hire to compensate Product input to output Prospect to sale Strategic planning Vendor contracting New product development Client case resolution Account setup Marketing campaigns Talent development Research and development Every business consists of a mix of transactional and collaborative process “work” 50% of information workers collaborate with at least six people daily

14. 14© 2017 FORRESTER. REPRODUCTION PROHIBITED. Source: ___ What’s The Difference Between Projects & Your Day Job? “Project” Has a time constraint Delivers something new or different – e.g. a change Has continuity “Non-project” Non- repeated (most meetings, training, holidays, etc) Not tied to a specific outcome Does not directly affect organizational/business change Scope, formality and culture dictate approach

15. 15© 2017 FORRESTER. REPRODUCTION PROHIBITED. Process Vs. Project Work – Both Need Collaboration Many people Few people More structured Projects: • Consulting projects • IT projects • Sales proposals • Strategic plans Cases: • Application development • Tech writing • HR onboarding Less structured Operations or campaigns: • Research/development • Marketing campaigns • Training Service delivery: • Utility service calls • Equipment installations • Product support

17. 17© 2017 FORRESTER. REPRODUCTION PROHIBITED. 27% of information workers check email several times an hour on their smartphones Disruptions, email and meetings reduce actual task activity to 18% of a typical work day Source: Forrester’s BT Telecom & Mobility Workforce Survey 2016

19. 19© 2017 FORRESTER. REPRODUCTION PROHIBITED. All Work Is Valuable Many people Few people More structured Projects: • Consulting projects • IT projects • Sales proposals • Strategic plans Cases: • Application development • Tech writing • HR onboarding Less structured Operations or campaigns: • Research/development • Marketing campaigns • Training Service delivery: • Utility service calls • Equipment installations • Product support

20. © 2016 Planview, Inc. | 20 | Confidential Case Study - Collaborative Efforts in Marketing • Campaigns & events - require extensive collaboration with both internal and external parties to establish and refine messaging, copy, and event details • Product launches - require input and coordination across multiple departments, from products / engineering to sales, legal, possibly suppliers, etc. • Website & content development & rebranding – involve a whole host of documents, drafts, proofs and other artifacts that circulate throughout the lifecycle of collaboration until the “final final” is achieved. • Vendor supply chain - Marketing organizations rely upon a supply chain of agencies, writers, designers and other specialty talent – all external to the company -- in order to support these activities. Marketing Website Development Content Development Vendor Supply Chain Campaigns Events Branding Product launches

21. © 2016 Planview, Inc. | 21 | Confidential • Ryan – Director of Marketing • Global software company w/ 700+ employees • Manages team of 10 responsible for demand gen, web & creative services • Not a trained / certified PM • Does not have trained / certified PMs on his team • No formal Agile training Case Study - Collaborative Efforts in Marketing

22. © 2016 Planview, Inc. | 22 | Confidential Before • Traditional ticket system to manage 120-150 requests • Difficult to see and set priorities, let alone team member workload • Tickets and emails were lost, requesters unable to track their requests • Management unable to see full view of work in-progress and pending • Tried MS Project to establish consistent plans + Sharepoint for documents & calendars • “We created massive project plans only to fall back to spreadsheets and tickets” Case Study - Collaborative Efforts in Marketing

23. © 2016 Planview, Inc. | 23 | Confidential After • New approach allowed projects to break into smaller segments & phases (two-week sprints) • Tickets became cards on Kanban boards, provided more visual status and flow of requests • Enabled team members to focus on priorities and tasks at hand • Team members, requesters and management all able to see exactly where things are • Documents and artifacts managed centrally in the same project Case Study - Collaborative Efforts in Marketing

26. Project Collaboration Must-Haves A modern tool that does more, not more tools

27. 27© 2017 FORRESTER. REPRODUCTION PROHIBITED. 2: Make It Mobile 4% 12% 16% 13% 7%5% 43% Project/Task Management Tools Several times an hour Several times a day At least daily At least weekly At least monthly Less than monthly Never How often do you use the following application for work purposes? Source: Forrester Technographics BT Telecomm & Mobility Survey, 2016

29. Context and Focus What is the focus of this project / campaign / work? What is my focus?

31. 31© 2017 FORRESTER. REPRODUCTION PROHIBITED. Recommendations › Transparency comes when all work is valued › Consider the type of work that benefits from centralized contextual communication › Curate context to keep out the noise

33. © 2016 Planview, Inc. | 33 | Confidential Work collaboration - All the tools in one place Work collaboration for teams Cross-team views for organizationsWork planning & execution Document sharing Team collaboration Workload management Project portfolios Performance dashboards

34. © 2015 Planview, Inc. | 34 | Confidential Thank You Start your free Projectplace trial today: https://www.projectplace.com/pricing/enterprise-trial “Projectplace is Synergy. The more we used the various capabilities of the [Projectplace] tool, the more synergy we had as a team.” “Expect rapid adoption. Projectplace is now universally adopted across IT for all projects larger than 100 hours and now other business stakeholders want to use it for their departments.” Margo Visitacion mvisitacion@forrester.com Jason Morio Jmorio@planview.com

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