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PPM Best Practices

Discover the integrated enterprise solutions provided by A&I Solutions, focusing on CA Technologies products for Fortune 1000 companies. Learn about effective project management, resource allocation, demand and financial management, and portfolio planning strategies. Join us to achieve a perfect balance of work and life satisfaction.

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PPM Best Practices

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  1. PPM Best Practices North America's premier provider of integrated enterprise solutions, dedicated to implementing solutions from CA technologies. PPM Best Practices Derrick Tetlow Senior Consultant – Solutions Architect 11 April 2013

  2. Agenda • Introductions • PPM/DM Presentation • The PPM Sweet Spot • How to Move Beyond Project Management • The Implementation Roadmap

  3. Derrick Tetlow • Clarity Practice Director • Senior Solutions Architect for A&I Solutions for over seven years • Functional and Technical consulting expertise • Extensive experience with CA Clarity, SQL, XML and other programming languages  

  4. A&I Solutions’ Overview • Founded in 1999 and has been a Services Partner for CA Technologies since 2004. • A&I Solutions is a consulting services and software reseller enterprise. We focus primarily on products by CA Technologies serving Fortune 1000 companies. • Our mission is to provide quality sales and service through excellent people at a fair value. Our growth is fueled by leveraging established partnerships, using repeat business of existing customers and solid word-of-mouth promotion. • A&I Success • Deliver high customer satisfaction by meeting or exceeding customer expectations • Support the A&I Team  to help others achieve high customer satisfaction and life/work balance • Grow professionally through continued education and new experiences. • Achieve personal life / work balance while delivering high customer satisfaction

  5. TheManagement Challenge How are the staff, infrastructure and budget allocated right now? What key initiatives/projects are we currently working on? How can we free up enough resources for the new projects? Are we focused on only the most important initiatives/projects? What new or improved business-significant services could we provide this year? How do we cut costs in a smart way?

  6. Effective Project Management • Project management consists of: • Initiation (Ideation) • Capturing Demand against Roles • Planning Project at Role level • Finding Resources • Replace Roles with named resources • Financial Planning at Resource/Role level • Implement Base lining

  7. Beyond Project Management • Project management is only part of the picture • How do we achieve and get value from: • Demand Management • Resource Management • Financial Management • Portfolio Management

  8. The Implementation Pyramid

  9. Demand Management

  10. Demand Management • Anything where demand can be placed on a resource • Ideation • Projects • Other Work • Standard/Non-Standard Services

  11. Demand - Idea

  12. Resource Management

  13. Resource Management • Resource Profile Management • Basic settings that affect reporting and time management • Create and edit resource profiles that identify a variety of characteristics including primary role, skills, experience, employee type

  14. Resource Management • Resource Requisitioning and Scheduling • Coordination with project managers for allocating resource effectively • Create, edit and fill simple or detailed resource requisitions • Locate resources with specific characteristics, by availability, and more.

  15. Resource Management • Demand vs. Capacity • Demand is captured properly • Resources configured properly • Resources allocated properly • True Capacity vs. Demand Realized • View, edit and track resource project allocations and workloads • Compare resource capacity with resource demand

  16. Resource Management – Demand vs Capacity

  17. Financial Management

  18. Financial Management • Time Entry • Resources enter time against demand • Rates captured via Rate Matrix • Dollars against rates in Rate Matrix = Cost • Cost Plans • Resources ETCs against rates in Rate Matrix = Cost • Allows PMs to build a cost plan against project plan • Roles and/or Resources • Cost Plans/Benefit Plans roll up to Programs/Portfolios

  19. Financial Management – Cost Plans

  20. Portfolio Management

  21. Portfolio Management • Create a detailed inventory of Demand • Scenario Planning • View and analyze each demand item, apply different scenarios, create reports and apply processes

  22. Portfolio Management - Scorecard

  23. Portfolio Management – Investment Alignment

  24. Portfolio Management - Scenarios

  25. Implementation Roadmap

  26. Visit us at: Visit Us Online facebook.com/teamanisolutions @aisolutions_inc http://www.linkedin.com/company/a&i-solutions-inc

  27. A&I Solutions • Derrick Tetlow, Sr. Solutions Consultant • E-mail: dtetlow@anisolutions.com • Staci Hurley, Client Services Manager • E-mail:shurley@anisolutions.com Q&A

  28. Thank You for Attending!

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