Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
Digitalize your PMO: Building a Strategic Enterprise PMO
Ben ChamberlainChief Product & Marketing [email protected]
2010
Partner of the
YearIn Program and
Portfolio Management
2012
Visionary
In the Magic Quadrant
for Integrated IT Portfolio Analysis
2012
Cool Vendor
In Program andPortfolio
Management
2013
Visionary
In the Magic Quadrant
for Integrated IT Portfolio Analysis
2013
Partner of the Year
In Project and Portfolio
Management
Leaders in Enterprise Portfolio Management
Digitalizing investment planning and controls across portfolios
to drive smarter business decisions.
Enterprise Portfolio Mgmt. is helping companies:
• Rationalize operational costs to free up capacity to invest in innovation
• Optimize spend and maximize planned business value from resulting project and program portfoliosAbility to Realize Planned Business
Value
Fre
e U
p C
ap
acit
y t
o I
nvest
in I
nn
ovati
on
Enterprise Portfolio ManagementFree Up Capacity & Deliver More Business Value
The Statistics Are AlarmingPPM is Failing to Deliver Anticipated Results
The Statistics Are AlarmingThe Trifecta of Business Value Erosion
Reorient your PMOTactical – to Focused on Project Execution
Reorient your PMOStrategic - View Projects as Business Investments
Strategic Value
Cost= Strategic Yield
How is Strategic Yield Used?
• Annual Planning – To optimize project requests against scarce budget (i.e. best bang for the buck) & maximize portfolio business value
• Dynamic Planning – Continuously monitor the investment viability of inflight projects and maximize portfolio business value
Cost increases result in loss of Strategic Yield
Strategic Yield Variance
It’s Time for a New Metric in PPMAn investment barometer for projects & portfolios
ERP PPMX
Enterprise Level
Departmental Level
Digitalize your Enterprise PMOIntegrate investment planning & controls with PPM
Digitalize Project Status ReportingSpend less time reconciling data & building reports
PMO opens new portfolio status report
PMO imports actual costs from ERP system
PM completes status report (actuals, forecast & metrics)
PM raises Change Requests
PM submits & locks status report
PMO builds reports and dashboards
1
2
3
4
5
6
Cost Strategic YieldBudget Actual Forecast Variance Plan Actual Variance
project 1 $1,590,330 $349,300 $1,392,997 $(197,333) 3.77 4.31 14.17%
project 2 $1,023,948 $530,203 $1,693,209 $ 669,261 2.93 1.77 -39.53%
project 3 $ 980,349 $203,033 $ 985,930 $ 5,581 5.10 5.07 -0.57%
project 4 $2,592,020 $893,032 $3,193,030 $ 601,010 2.89 2.35 -18.82%
project 5 $1,893,020 $790,291 $1,682,992 $(210,028) 4.70 5.29 12.48%
project 6 $1,783,923 $583,222 $2,103,333 $ 319,410 1.23 1.05 -15.19%
…..
Cost Variance & Strategic Yield Analysis
Portfolio Reallocation Results
Release Redirect New
Q1 -2013 125,000,000$ (6,457,893)$ 4,649,283$ 689,000$ (1,119,610)$ 99.10% -3.39%
Q2 - 2013 123,880,390$ (8,389,728)$ 6,150,392$ 1,334,000$ (905,336)$ 98.38% 3.83%
Q3 - 2013 122,975,054$ (7,090,384)$ 4,893,849$ 1,983,789$ (212,746)$ 98.21% -3.50%
Q4- 2013 122,762,308$ (6,034,788)$ 5,339,298$ 1,093,209$ 397,719$ 98.53% -4.16%
(27,972,793)$ 21,032,822$ 5,099,998$
-22.38% 16.83% 4.08%
Reallocation 2013 ($)
Reallocation 2013 (%)
Reallocation Categories (Surplus) / Deficit
Quarter Start Budget
Strategic Yield
(Variance)
Budget Utilization (Forecast)
Digitalize Portfolio Reallocation Optimize Spend & Maximize Value
Releases Redirects New Projects
Update Portfolio &
Project Budgets
Steering Committee
Review
Change Requests
Recurring Portfolio Reallocation Process
UMT360 - Getting StartedA phased approach drives results
20%More ROI from your strategic portfolios
Action PlanWhat Should I Do Next?• Today – Stop by the UMT360
booth to learn more about our Enterprise Portfolio Management solutions
• Next 7 days – Assess how well you are integrating investment planning and controls across the PPM lifecycle
• Next 30 Days – Arrange a FREE envisioning workshop to learn more about UMT360’s Dynamic Portfolio Reallocation framework
Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
Thank You Visit www.UMT360.com to learn more.
Ben ChamberlainChief Product & Marketing [email protected]
