1. Implementing Enterprise
Project Portfolio Management
for a Multi-maturity Organization
Webcast Series

2. Topics
Who Uses a PPM system?
PPM Maturity Model
The Enterprise Tool
Customizing an Enterprise Tool for All
Work, All Users, and All Processes
The Benefits of a Multi-maturity PPM Tool

3. Who Uses a PPM System?
The value proposition for PPM is not the same for all levels of
the organization. To be successful, and sustainable, the PPM
process and solution must provide real benefits at all levels of
participants and users.

4. Focused on Productivity Business Needs
Managers
Effective program, project and work
management
• When will we really finish and what will it cost?
• How can I decrease the project cycle time?
• How can I collaborate with suppliers, vendors, etc?
Executive
Stakeholders
Quality project selection
and outcome Team Members
Better coordination within the team
• Which projects • What am I supposed to deliver this week?
and work best
align with our • How can I coordinate with people in my team?
business
objectives
• How to have
control over the Resource Managers
project execution Skills-based and efficient resource management
and finances?
• Who is available to staff our new projects?
• Who's working on what and do they have the
skills?

5. Multiple Organizational Units
Enterprise
New Product
IT Marketing Finance Engineering
Development
• Different types of projects and work
• Diverse processes
• Required level of rigor varies
• Methods and tools likely not consistent

6. PPM Maturity Model

7. PPM Maturity and Dimensions
Level 5
Optimizing
Level 4
Managed Enterprise
Orientation
Level 3 Increasing and
Defined Efficiency Beyond
Initial • Network of • Pervasive
Level 2 Integration PPM Leaders Specialized PPM
Leaders
Developing
•Center of
• PMM Leader Excellence, Cap •Enterprise PMO
Emerging Beyond IT
acity Planning
Level 1 Discipline •Shared
Initial Resource Pools •Workflow Tools •Real Time
• PMO in Place Pipeline
Reactive •Projects •Business User Management
•Managed Approved on Tool Adoption
Level 0 • Staffing for Programs and Portfolio Basis •Integration
Nonexistent Priority Projects Resources •Portfolio Tools for
Dimensions •EA Involved Modeling and Reporting
Ad Hoc •Process for •Project Optimization Collaboration
Priority Projects Processes in •Portfolio Tools, Analysis
People Place Dashboards
• First Available •Risk Factored
•Project Sched- •Full Program
PPM •No Process uling Tools •Cost/Labor •Cost Capture •Benefit Lifecycle
Processes Capture and Forecast Realization Financial
•XL •Budget Tracked Management
Estimates •Projects Benefit •Benefits Related
Technology Estimates to Portfolio •Broader Impact
•No Analysis of •Relationship
Cost/Benefit/ •IT/Business Strategy Mgr. = Considered
Financial Risk Collaborate •Risk Review Consultants (social, supply
Management through Business •Relationship chain)
•Ad Hoc Analyst PM •Relationship Mgr. Trusted
Communication Updates Mgr. Emerge
Relationships

9. Maturity and Readiness Varies
Enterprise
New Product
IT Marketing Finance Engineering
Development
Level 3 Level 2 Level 1 Level 0 Level 4
Defined Developing Initial Nonexistent Managed
• Not “one size fits all”
• Maturity can vary widely across business units
• Readiness for adoption a key success factor
• Flexibility needed to address requirements

10. The Enterprise Tool

11. Project Management Maturity
PPM Expectation
GOAL: PM Capability Risk
Process/System Complexity

12. The PPM “Big Picture”
PPM
Strategic Project
Management
EPM
Tactical Project
Management

13. Many Start With This…
PPM
Strategic Project
Management
EPM
Tactical Project
Management

14. Add Portfolio Visibility...
PPM
Strategic Project
Management
EPM
Tactical Project
Management

15. Others More Top-Down…
PPM
Strategic Project
Management
EPM
Tactical Project
Management

16. But Entry Points Could Be Anywhere…
PPM
Strategic Project
Management
EPM
Tactical Project
Management

17. Feature Sets Required

18. Varied Work Across the Enterprise
Project Services Software Dev
Workspace New Product Workspace Construction Workspace
Workspace Workspace

19. Flexible For Enterprise Level Deployments
• Create Simple and Complex
Program and Project Department
Enterprise
Workspace
Hierarchies
Program 1 Project 1 Project 2 Project 3
IT
Workspace Marketing
Workspace Finance
Workspace Engineering
Workspace
Project A Project B • Re-use Best Practices
Workspace Workspace
Software
Infrastructure
while Still Supporting Varying
Development
Methodologies Across the
Enterprise
Sub Project 1 Sub Project 2 Sub Project 2
Workspace Workspace Workspace
• All Data can be rolled up
Based mapped to
Organization

20. Solutions For Everyone
Project, Portfolio & Work Management
Solutions For Everyone
Strategic Portfolio, Project
& Work Management
Enterprise Project & Work
Management  Demand Management
 Portfolio Management
Web-based Project
Collaboration  Project Visibility  Financial Management
 Resource Management  Capacity Planning
 Schedule Management  Time Management  Enterprise Governance
 Team Collaboration  Work Management  Program Management

21. A simple, online project management tool that
makes working together on projects, easy.
ProjectEngine is an online workplace where
teams, workgroups, and organizations can
connect and collaborate on projects and tasks
Project Management for Everyone
Manage individual projects and teams
Simple schedule and task management
Collaborative workspaces
Familiar, Easy to Use

22. WorkEngine Overview
WorkEngine ensures that your business executes all projects
and all work more effectively, efficiently and timely.
WorkEngine provides a full EPM solution for
executing on projects and management of all
work
Portfolio visibility
Automated rollups of all information
Manage all work (Project, Agile, Service)
Multiple schedules in project workspaces
Extended reporting solution

23. PortfolioEngine aligns projects and work to your business
PortfolioEngine Overview
objectives, to make sure the right investment decisions are
executed.
PortfolioEngine provides strategic top-down
PPM capabilities
Portfolio selection and alignment
Resource capacity planning
Cost planning and budgeting
What-if modeling and optimization
All WorkEngine capabilities available

24. Customizing an Enterprise Tool
for All Work, All Users, and All Processes

25. Identify Needs of Each Business Unit
Department
Enterprise
Program 1 Project 1 Project 2 Project 3
IT Marketing Finance Engineering
Workspace Workspace Workspace Workspace
Project A Project B • Determine unique needs
Workspace
Software
Workspace
Infrastructure
• Design sub-portfolios
Development
• Roll-up data to Enterprise
• Security access considered
Sub Project 1 Sub Project 2 Sub Project 2
Workspace Workspace Workspace

26. Disconnected Systems & Processes
Service Application Project
Management Management Management
• Requests • User Stories • Tasks
• Problems • Defects • Issues
• Changes • Tasks • Changes
• Testing • Actions
• Maintenance
• Work is managed by parallel processes
• Multiple entry points of work that is associated
• Departmental silos enforcing their own
processes, priority and deployment

27. All Work in One Solution
Enterprise Work
Portfolio Schedule Resource Cost Time Work
Management Management Management Management Management Management Capabilities
Portfolio Project Agile Service
Management Management Management Management
Build Your Own
Applications
(Work Processes)
Tasks Actions Approvals Changes Bugs Procurements Backlogs
Issues Applications Deliverables Documents Service Requests Defects
Work Features

28. Pre-built Solution Templates
Keep your entire team informed, accountable and connected in a
centralized, web-based environment that is easy-to-use and rapid
to deploy
 PMI (PMBOK)
 Agile (SCRUM)
 MSF
 Prince2
 CMMI
 Professional Services
 Project Management Office
 Program Management
 Construction
WorkEngine provides prebuilt project workspace
templates to help get project teams up and running
quickly

29. Applying To Your Organization
Objectively assess maturity of current
organization and PPM practices
Determine maturity level required to perform
functions in the tool, and sustain them
Tailor a strategy that first focuses on areas that
most need improvement
Consider strengths and weaknesses in the
roadmap and development plan
Plan to do incremental phases
Agree on Plan for
Current State Identify Gaps
Target State Improvement

30. Benefits of a Multi-maturity
PPM Tool

31. Key Benefits
Can meet business units and users where they
are at
Can address different tiers of PPM needs
Precludes the need to buy different tools for each
audience
Provides management visibility to all work across
the organization
Provides room for maturity growth for all groups
Facilitates ease of adoption, and lower learning
curve with a common tool basis

32. Try us out
www.epmlive.com
info@epmlive.com