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CASE STUDY WEBINAR: PHS PPM TRANSFORMATION ROADMAP Saravana Govindasamy (Samy), Director, Project Management Office (PHS) Neil Stolovitsky, Senior Solution Consultant (Upland Software) Jay Carr, Manager, Client Support & Community (Upland Software)
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CASE STUDY WEBINAR: PHS PPM

TRANSFORMATION ROADMAP

Saravana Govindasamy (Samy), Director, Project Management Office (PHS)

Neil Stolovitsky, Senior Solution Consultant (Upland Software)

Jay Carr, Manager, Client Support & Community (Upland Software)

2C o m p a n y C o n f i d e n t i a l

©2016 Upland Software, Inc.

INTRODUCTIONS+ Saravana Govindasamy (Samy), Director, Project Management Office

(Pocono Health System)+ Management Engineering and MBA

+ PMI Certified Project Management Professional

+ 20 + years of Management, Strategy and Technology Consulting

+ Neil Stolovitsky, Solution Consultant (Upland Software)+ 16 + years of industry experience working as an Industry Analyst, Pre-Sales

and Business Development in the PPM and PSA Software Markets

+ Solution Consultant for the past 7 years helping organizations find the best solution to their PPM needs

+ Jay Carr, Manager, Client Support & Community (Upland Software)+ Member of the Eclipse PPM team for the past 7 years

+ Project Manager implementing enterprise asset management solutions for 6 years prior to joining the Eclipse PPM team

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©2016 Upland Software, Inc.

AGENDA

+ About Us

+ Pocono Health System PPM Solution Case Study

+ Challenges

+ Eclipse PPM Solution

+ Benefits

+ Product Demo

+ Question and Answer

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©2016 Upland Software, Inc.

+ Leading provider of cloud-based Enterprise Work Management software

+ Supporting over 1,600 customers and 225,000 global users

+ IPO in 2014

+ Headquartered in Austin, Texas

UPLAND SOFTWARE OVERVIEW

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©2016 Upland Software, Inc.

WHAT WE DO

We provide Cloud Solutions across the enterprise

enabling amazing customer outcomes in:

+ PROJECT & IT FINANCIAL

MANAGEMENT

+ WORKFLOW

AUTOMATION

+ DIGITAL

ENGAGEMENT

Manage your organization’s

projects, professional

workforce and IT costs.

Real time productivity optimization,

collaboration, and functional

automation across your

organization’s value chain.

Effectively engage with

your customers, prospects

and community via the web

and mobile technologies.

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©2016 Upland Software, Inc.

THE ECLIPSE PPM PRODUCT

+ Software as a Service

+ 300+ Implementations

+ 30,000+ Users

+ 98%+ Renewal Rates

+ Implementation Scores average 9.5 out of 10

+ 98/108 Gave an NPS score of 9 or 10 out of 10

+ 82% of customer surveys result in 10/10 customer satisfaction

+ 9.8/10 Customer support satisfaction since July 2015

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©2016 Upland Software, Inc.

OUR CUSTOMERS

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©2016 Upland Software, Inc.

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©2016 Upland Software, Inc.

Why?

What?

How?

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©2016 Upland Software, Inc.

CHALLENGES

+Culture

+Strategy / Execution Chasm

+Everything is top priority

+Silo Mentality

+Fragmented Processes/Tool

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©2016 Upland Software, Inc.

POLL

What is your organizations biggest challenge?

1) Culture

2) Lack of Sponsorship

3) Alignment of Projects to Strategy

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©2016 Upland Software, Inc.

CHANGE VS.

TRANSFORMATION

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©2016 Upland Software, Inc.

PROCESS VS. TOOL

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©2016 Upland Software, Inc.

POLL

"Which should come first: Tool or Process?"

1) Process

2) Tool

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©2016 Upland Software, Inc.

PMC Project Management Methodology (P2MM)

The Project Management Lifecycle (PMLC)

“Authorize the Work”

Initiation

“Plan the Work”

Planning

“Work the Plan”

Execution

“End the Work”

Closure

Define a new project

Identify Stakeholders

Create Project Charter

Approved

Project Charter

Finalize Scope

Mobilize Team

and

Develop Estimates

Develop Project Plan

Approved

Project Plan

(Schedule)

Accomplish Work

Manage Project

Execution

(Triple constraints)

Create Status Reports

Project Acceptance

Form

Hand-off to Customer

Issues Reporting

Develop Support Plan

Confirm Approval to

Proceed

Perform Risk

Assessment

Go/No-go

Decision

Monitor and Control

Risks

Archive

lessons learned Post Implementation

Survey

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©2016 Upland Software, Inc.

PPM FOCUS AREAS

+ PROJECT MANAGEMENT

+ TIME MANAGEMENT

+ RESOURCE MANAGEMENT

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©2016 Upland Software, Inc.

ECLIPSE PPM BY UPLAND SOFTWARE

+ Why was Eclipse PPM selected over other solutions

+ Prior Relationship

+ Rapid Implementation

+ Confidence with the Tool Capabilities/Technology

+ How the company is currently utilizing Eclipse PPM

+ Time Entry

+ Project Schedule Management

+ Resource Capacity Management

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©2016 Upland Software, Inc.

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©2016 Upland Software, Inc.

IMPLEMENTATION OVERVIEW

• Preliminary Configuration

• Workshop

• Initial roll out

FEB 2016

• Selection Process CompleteJAN 2016

• Staff Training

• Training Materials

• Finalize Configuration

MAR/APR 2016

AJAN’16

BAPR’16

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POLL

“What is the work split between Projects and Operations (Lights-on) in your

organization?"

1) Project – 10%, Operations – 90%

2) Project – 20%, Operations – 80%

3) Project – 30%, Operations – 70%

4) Project – 40%, Operations – 60%

5) Project – 50%, Operations – 50%

2 1C o m p a n y C o n f i d e n t i a l

©2016 Upland Software, Inc.

PROJECTS

OPERATIONS(KTLO)

ADMIN100%(40 hours/week)

PTO 5%(2 hours/week)

15%(6 hours/week)

60% ?(24 hours/week)

20% ?(8 hours/week)

Strategic Projects (Tier I) ( TRANSFORMATION)

Tactical Projects (Tier II)(GROW)

Non-Project Time

Keeping the Lights On Work (KTLO)

Operational Projects (Tier III)(RUN)

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©2016 Upland Software, Inc.

TM – ECLIPSE SCREENSHOT

Period:

As of:

Direct Manager Email Resource Name Planned Hours Actual Hours Actual vs Target

Time Tolerance

R1 30 40

R2 21 37

R3 59 40

R4 40 40

R5 35 42

184 199Total

Week of 05/01/2016

Direct Manager (Samy) Resource Email

Govindasamy, Saravana [email protected] [email protected]

[email protected]

[email protected]

[email protected]

[email protected]

Timesheet Compliance

05/01/2016 - 05/07/2016

05/25/2016

Operations Included: Yes

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©2016 Upland Software, Inc.

PM – ECLIPSE SCREENSHOT

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©2016 Upland Software, Inc.

DASHBOARDS – ECLIPSE ADD-IN

SCREENSHOT

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©2016 Upland Software, Inc.

RM – ECLIPSE SCREENSHOT

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©2016 Upland Software, Inc.

KEY BENEFITS

+ Understand Work Load - Project vs. Operations

+ Document and Report Operational Demand

+ Forecast Resource Demand and Capacity

+ Drive Consistency and Provide Transparency to Projects within the Portfolio

+ Reporting/Dashboards

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QUOTES

Leadership“One-stop shop” for Projects

and Operational Work

“Consolidated View” of

Demand and Capacity Staff“Easy to Manage” my time &

priorities”

“Better way” to track my tasks

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ROISpreadsheets Automation Savings per year

~ 800 hours

~ 40 K

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POLL

Do you have a formal PMO structure in your organization?

1) Yes

2) No

3) Somewhat

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©2016 Upland Software, Inc.

Change Vs.

Transformation

• Education

Start with the

End in mind

• PM,TM,RM

• Dashboard

Marry the

Mission but Date

the Process/Tool

KEY TAKEAWAYS

PRODUCT DEMO

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©2016 Upland Software, Inc.

OUR APPROACH

• Spreadsheets and Manual Reporting

• Inconsistent PM practices

• Lacking Formal Prioritization

• Resource Capacity Issues

ATODAY

• Broad Resource Capacity Planning

• Advanced Prioritization

• Expansion of Portfolio (breadth and depth)

CSOON

• Single Place for All Projects

• Consistent Approach to Project Management

• Executive Reporting and Dashboards

• Improve Project Selection and Prioritization Process

BONE

MONTH

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©2016 Upland Software, Inc.

IMPLEMENTATION OVERVIEW

• Fine-Tune Configuration

• Finalize DocumentationWeeks 2-3

• Objectives Workshop

• Configuration and Admin Training

• Process and Documentation Overview

Week 1ON-SITE (2½ days)

• Core User Training

• Workshop

Week 4ON-SITE (3 days)

ATODAY

BONE

MONTH

QUESTIONS?

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©2016 Upland Software, Inc.

THANK YOU!

For more information visit

• www.eclipseppm.com

• Future Webinars

• Product Demos

• White Papers

For Questions or Comments:

• Neil Stolovitsky: [email protected]

• Jay Carr: [email protected]

For Questions or Comments about Pocono Health System:

• Saravana Govindasamy (Samy): [email protected]


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