PdWare 2011

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An excel based PPM too.

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Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

Enterprise Portfolio Management Solutions

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

GPMS, LLCIs an industry leader in

providing Portfolio Management Solutions to organizations

seeking visibility and transparency across the

enterprise.

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiativesBegin with resource demand forecasting (and

tracking)This is the biggest operational problem for most companiesProject plans are not valid without assigned resources who are truly availableConsolidation of task level data creates more work without always improving accuracy

Include everyone in a straight-forward processProject Managers status projects and request resourcesFunctional Managers assign resources and balance the workloadPortfolio/PMOs rationalize the portfolio to meet corporate needs and prioritiesTeam Members track their time and request changes based on real events

Stay ahead of the BIG problemsPredict over commitments on priority projects before they force delaysDelay or reject projects that have no chance of successOngoing portfolio rationalization

Align the management data for meaningful analysis

Integrate systems to eliminate duplicate manual entryActuals against the forecastCapacity, Demand and Effort checks throughout processImprove forecasting over time using templatesReconcile with variance and trend analysis

The PDWare Method

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

Provide managers with a credible view of current resource utilization

• Resource managers resolve unbalanced demand in an organized, prioritized manner

• Project managers evaluate resource allocations and request changes

• Portfolio managers use prioritized project demand view to validate plans are achievable

Approve, work, & update forecastsRestart cycle.

How to get started…

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiativesPDWare 5.0

PDWare MessengerMicrosoft Project Interface (optional)Managed Server EnvironmentManaged Database EnvironmentManaged UpgradesNightly BackupTechnical Support98% Uptime Commitment

PDWare™ Solutions

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiativesProject Initiation

Portfolio AnalysisDemand

ManagementCapacity Planning

Project SchedulingTime Tracking

KPI/Scorecard Reporting

Dashboard ReportingFinancials

Notification

ResourcePlanning

Select

Man

ageTrack

Resource Centric Approach

PDWare™ 5.0

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

• Request work• Request projects• Align to business• Select and prioritize

PDWare™ Business Flow

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

• Forecast demand• Request resources• Model and manage capacity• Balance portfolio

PDWare™ Business Flow

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

• Status phases• Status deliverables• Status KPIs• Status project changes

PDWare™ Business Flow

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

• Portfolio health assessment• Portfolio achievability

assessment• Portfolio risk assessment• Resource utilization

assessment• Capacity mix assessment

PDWare™ Business Flow

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

• Track time• Track requests• Track and manage

notifications• Track actual costs

PDWare™ Business Flow

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiativesSupports all common mail systems

6 Default alertsProject requestedProject approvedResource requestedResource approvedProject status changeResource forecast modification

Custom NotificationSupports configurable notification on status change for any project or resource field

PDWare™ OD Notifications

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives

Enterprise

SBU SBUSBU

Release

ProductProgram

Initiative

Asset

Enterprise PMOPortfolio Manager (rationalization)

Resource Planning Office (achievability)

PMO (project administration)Steering

Group (PAC)

ResourceManager

ProjectManager

Team Members

PMORPO

PortfolioManagers

Data RollupAny FieldAny Level

Secure

PDWare™ Built for the Enterprise

Gordon M. TampolPrincipal800-903-5937 ext 100gtampol@globalpmsystems.com

Rene ToddDirector of Marketing800-903-5937 ext 113

rtodd@globalpmsystems.com

www.globalpmsystems.com

Global Portfolio Management Systems

Today’s solutions for tomorrow’s initiatives