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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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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AGENDA
+ About Us
+ Pocono Health System PPM Solution Case Study
+ Challenges
+ Eclipse PPM Solution
+ Benefits
+ Product Demo
+ Question and Answer
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+ 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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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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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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CHALLENGES
+Culture
+Strategy / Execution Chasm
+Everything is top priority
+Silo Mentality
+Fragmented Processes/Tool
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POLL
What is your organizations biggest challenge?
1) Culture
2) Lack of Sponsorship
3) Alignment of Projects to Strategy
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POLL
"Which should come first: Tool or Process?"
1) Process
2) Tool
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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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PPM FOCUS AREAS
+ PROJECT MANAGEMENT
+ TIME MANAGEMENT
+ RESOURCE MANAGEMENT
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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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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%
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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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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]
Timesheet Compliance
05/01/2016 - 05/07/2016
05/25/2016
Operations Included: Yes
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DASHBOARDS – ECLIPSE ADD-IN
SCREENSHOT
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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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Change Vs.
Transformation
• Education
Start with the
End in mind
• PM,TM,RM
• Dashboard
Marry the
Mission but Date
the Process/Tool
KEY TAKEAWAYS
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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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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
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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]