Your executive Partner in achieving Project Management Excellence PMTalk SaaS - Overview Your project & portfolio management solution in the cloud October, 2012
Agenda Introduction PMTalk SaaS functionality and features Licenses Conclusions 2
We want to implement a PPM tool but How long to implement? Which functionality are we getting? What s the cost? What about the learning curve? How about the expertise of our partner in Project and Portfolio Management? 3
Functionality overview Configuration & Incident Management Portfolio Management Business Intelligence Portfolio and Project Reporting Project Management Change / Risk / Issues Management Schedule Time Cost & Budget Management Project Document Management Resource Capacity Management 4
Layered application model 5
A user friendly and specialised solution SharePoint 2010 platform Navigation & layout entirely configurable to match your needs (Logo, RSS, News ) Typical home page 6
An online solution Solution accessible with web browser from anywhere Online support Support site 7
Agenda Introduction PMTalk SaaS functionality and features Licenses Conclusions 8
Portfolio Management A strategic view of all your projects Portfolio Management Challenges Getting a global and accurate view of all projects Measuring the actual contribution to strategic goals Simplifying the navigation and the organisation Selecting the right projects with the adequate priority Reducing the administrative effort to get integrated reporting 9
Portfolio Management Your benefits with PMTalk: Global and organised views An organised PPP structure for all your projects Reinforced governance Accountability and control driven governance through standardized workflow at project level Unified project and portfolio management. A consistent approach for all projects and programs in order to reduced administrative time Strategic alignment and project selection help Portfolio KPI s defined at the project level The right projects selected in order to align with strategy Standardized and streamlined project initiation Increased visibility and control Standardized project status Summarized executive cockpit and a PLC cockpit 10
Portfolio Management Global and organised views An organised PPP structure for all your projects Portfolio Level Program Level Project Level PPP Structure 11
Portfolio Management Reinforced governance Accountability and control driven governance through standardized workflow at project level Unified project and portfolio management. A consistent approach for all projects and programs in order to reduced administrative time Standard Qualitative Status Standard Project Life Cycle 12
Portfolio Management Strategic alignment and project selection help Portfolio KPI s defined at the project level The right projects selected in order to align with strategy Standardized and streamlined project initiation Project Initation Portfolio KPI Reporting on Strategic Alignment 13
Portfolio Management Increased visibility and control Standardized project status Summarized executive cockpit and a PLC cockpit Summary Status Report Executive Cockpit PLC Cockpit 14
Project Management Doing things right Project Management Challenges Communica -ting efficiently towards every stakeholder Avoiding reinventing the wheel Keeping the right tempo Setting up a consistent project organisation Having a clear view on the progress 15
Project Management Your benefits with PMTalk : Unique Project Life Cycle management Visualized high level (phased) status Phase Sub-Phase Steps levels embedded Standardized templates Predefined storage location of documents Enhanced team collaboration Roles and responsibility integration Integrated RACI matrix Deliverable Approval Workflows Clear view on progress Standardized project status Summarized executive cockpit and a PLC cockpit Own SharePoint site for each project, program or portfolio SharePoint web parts and customized PMTalk web parts available 16
Project Management Unique Project Life Cycle management Visualized high level (phased) status Phase Sub-Phase Steps levels embedded Standardized templates Predefined storage location of documents Standard Project Life Cycle PLC Document Library Initiate Deliverable Phases, Subphases & Steps 17
Project Management Roles and responsibility integration Integrated RACI matrix Deliverable Approval Workflows RACI Based On Project Roles Initiate Workflow on deliverable (Approval / Comment / Inform) 18
Project Management Enhanced team collaboration Own site for each project, program, portfolio All SharePoint web parts and customized PMTalk web parts available Example of a Project Site Team Collaboration 19
Project Management Clear view on progress Standardized project status Summarized executive cockpit and a PLC cockpit Standard Qualitative Status Excel Status Report PLC Cockpit 20
Schedule Management The right tasks started at the right time Schedule Management Challenges Considering all stakeholders calendars Anticipating impacts of external dependencies Setting up a consistent project organisation Managing simple tasks in complex schedules 21
Schedule Management Your benefits with PMTalk: MS Project synchronisation Enabled synchronisation with MS Project Starndard (using PMTalk Addon) Unique MCP concept Aggregation at intermediate level between task and project Master plans Optimised operational portfolio management Consolidated information from projects Baselines shared with project managers Manage Project inter dependencies Automatically generated (MS Project Plan) or manually created MCP Gantt Chart 22
Schedule Management MS Project synchronisation Enabled synchronisation with MS Project Starndard (using PMTalk Add-on) Toolbar Browse for project DQI s 23
Schedule Management Unique MCP concept Aggregation at intermediate level between task and project Automatically generated (MS Project Plan) or manually created (Project Site) MCP Gantt Chart MCP List (Project Site) MCP & Task List (MS Project) MCP Gantt Chart 24
Schedule Management Master plans Optimised operational portfolio management Consolidated information from projects Baselines shared with project managers Manage Project inter dependencies Masterplan: Portfolio overview (Grey = Information from projects & Blue = Information from portfolio Manager) 25
Time Management How projects can be 100 days behind schedule?... day by day! Time Management Challenges Executing the project on time Setting up an efficient time tracking system Estimating work duration Introducing / changing timesheet process Avoiding time robbery 26
Time Management Your benefits with PMTalk: Complete time tracking and approbation workflow Centralized time tracking system Timesheet status of all users checked in one view Two dimensions approval status of timesheets (project manager and line manager) Unique concept of MCP Time phased consolidation at the MCP level Bidirectional link with MS Project Integrated into timesheets Embedded two levels validation of the time sheets (project manager and line managers) Reminders are sent by e-mail when appropriate 27
Time Management Complete time tracking and approbation workflow Centralized time tracking system Timesheet status of all users checked in one view Two dimensions approval status of timesheets (project manager and line manager) Reminders are sent by e-mail when appropriate Compliancy Check Timesheet Activity Approval (PM) 28
Time Management Unique concept of MCP Time phased consolidation at the MCP level Bidirectional link with MS Project Integrated into timesheets Embedded two levels validation of the time sheets (project manager and line managers) Import actuals into your plan MCP Consolidation Activity Validation(Line Manager) 29
Cost & Budget Management How many projects finish within budget? Cost & Budget Management Challenges Executing the project within budget Anticipating any extra budget needs Estimating costs accurately Defining budgets at an early stage of the project Following costs and cash flows in real time 30
Cost & Budget Management Your benefits with PMTalk: Consolidated costs per MCP Automated roll-up of costs MCP to project level Projects to Program level Programs to Portfolio level Integrated Earned Value Management All classical Earned Value indicators (PV, EV, AC, CPI, SPI, BAC, EAC, etc) Multiple calculation of EV Clear segregation Defined cost rate per stakeholder Defined cost category per MCP (billable - non-billable, overtime...) 31
Cost & Budget Management Consolidated costs per MCP Automated roll-up costs: MCP to project level, Projects to Program level and to Portfolio level Programs Costs per MCP Roll-up projects at program level Program MCP Project MCP's cost overview 32
Cost & Budget Management Clear segregation Defined cost rate per stakeholder Defined cost category per MCP (billable - non-billable, overtime...) Stakehoder cost per project Cost rates 33
Cost & Budget Management Integrated Earned Value Management All classical Earned Value indicators (PV, EV, AC, CPI, SPI, BAC, EAC, etc) Multiple calculation of EV S-Curve Methods of EV calculation 34
Resource Capacity Management The right skills available to the right project Resource Capacity Management Challenges Anticipating resource needs Handling long term, mid term, short term resource allocation Balancing capacity between projects and operations Limiting resource usage by the PM to the actual allocation 35
Resource Capacity Management Your benefits with PMTalk: Centralised resource management Resources allocation across projects Maximized resource utilisation Team plans Decentralised management of project work packages delivery by team managers Optimised usage of team resources Capacity planning at a project level Monitored resources capacity usage Simplified resource reservation principles Responsibilities clearly defined between project managers and resources / functional managers Resource request principles (Project Plan is not mandatory to book resources) 36
Resource Capacity Management Centralised resource management Resources allocation across projects Maximized resource utilisation Capacity planning at a project level Monitored resources capacity usage Resource usage graph Resource Bandwidth 37
Resource Capacity Management Team plans Decentralised management of project work packages delivery by team managers Optimised usage of team resources Team selection Teamplan,: Grey = Information from projects & Blue = Information from team manager 38
Resource Capacity Management Simplified resource reservation principles Responsibilities clearly defined between project managers and resources / functional managers Resource request principles (Project Plan is not mandatory to book resources) Resource requests Resource Reservations (Line Managers) Import Reservations 39
Project Documentation Management If it is not documented, it did not happened Project Documentation Management Challenges Retrieving quickly documents Accessing documentation from everywhere Tracing document edition history Using the latest templates Harmonising the document storages 40
Project Documentation Management Your benefits with PMTalk: A unique Project Life Cycle management Standardized templates Automatic storage of document Predefined storage location of documents (PLC) Advanced project document management Predefined storage location of documents (Project Site Template) Security enabled at library level Additional libraries structure if required Zero mailing for document exchange target enabler Document history recorded through standard SharePoint document versioning Complete features of SharePoint Foundation 2010 available for document management 41
Project Documentation Management A unique Project Life Cycle management Standardized templates Automatic storage of document Predefined storage location of documents (PLC) Metadata embedded Save document Template initiation 42
Project Documentation Management Advanced project document management Predefined storage location of documents (Project Site Template) Security enabled at library level Additional standard document libraries and lists fully customisable available Zero mailing for document exchange target enabler 43
Project Documentation Management Advanced project document management Document history recorded through standard SharePoint document versioning Complete features of SharePoint Foundation 2010 available for document management 44
Project Documentation Management Workflows and alerts Standard SharePoint approval workflow enabled based on responsibility assignment matrix (RACI) Standard SharePoint alerts on documents libraries and lists updates RACI Based On Project Roles Initiate Workflow on deliverable (Approval / Comment / Inform) Set alerts 45
Change/ Risk / Issues Management Anything that can go wrong will go wrong Murphy s law Change/Risk/Issue Management Challenges Following risks evolution over the project life cycle Categorizing changes, risks and issues consistently Respecting risk prioritisation Forgetting risks during identification process Identifying all changes 46
Change / Risk / Issues Management Your benefits with PMTalk: Change Management Best Practice attributes like priority, level, category, etc, are standard available Possibility to attach documents Selection & filter capabilities Fully customisable change request registry Risk Management Risk register included at project level Fully customisable risk registery and risk log sheet Dynamic risk categorisation Linked to MCPs Issues Management Issue register included at project level Fully customisable issue registery and issue log sheet Dynamic issue categorisation Linked to MCPs 47
Change / Risk / Issues Management Risk Management Risk register included at project level Fully customisable risk registry and risk log sheet Dynamic risk categorisation Linked to MCPs 48
Change / Risk / Issues Management Issues Management Issue register included at project level Fully customisable issue register and issue log sheet Dynamic issue categorisation Linked to MCPs 49
Change / Risk / Issues Management Change Management Best Practice attributes like priority, level, category, etc, are standard available Possibility to attach documents. Selection & filter capabilities Fully customisable change request registry 50
Business Intelligence Giving a meaning to collected data Business Intelligence Challenges Getting access to the right data Consolidating information at the right time Avoiding time lost in data collection / search Unlocking the inherent value of business data Getting consistent reports regardless the author 51
Business Intelligence Your benefits with PMTalk: Evolutive reporting solutions Microsoft SQL Reporting based OWC Reporting enabled Advanced Excel pivot table export enabled Excel-like easy to use reporting Generated reports using predefined data providers All standard and ad-hoc reporting requirements possible Quickly transform almost any data into powerful, dynamic content Generated multi-dimensional views Rendered graphs and charts from any data Performed comparative time based analysis 52
Business Intelligence Evolutive reporting solutions Microsoft SQL Reporting based OWC Reporting enabled Advanced Excel pivot table export enabled Export to Excel SQL Report OWC Chart 53
Business Intelligence Excel-like easy to use reporting Generated reports using predefined data providers All standard and ad-hoc reporting requirements possible Quickly transform almost any data into powerful, dynamic content Generated multi-dimensional views Rendered graphs and charts from any data Performed comparative time based analysis 54
Configuration & Incident Management Be assured to get the desired result Configuration & Incident Management Challenges Recording incidents and tracking their resolutions globally Keeping consistent items Assessing impacts on all aspects of the project Distributing the latest baselines Versioning of project items 55
Configuration & Incident Management Your benefits with PMTalk: Configuration management Latest item version always accessible Incident Management Best Practice attributes like priority, level, category etc, are standard available As for each PMTalk element an unlimited number of custom attributes can be defined Possibility to attach documents Consolidated view on all incidents Selection & filter capabilities 56
Configuration & Incident Management Configuration management Latest item version always accessible Document: Modified date, modified by Email links, alerts, RSS feeds 57
Configuration & Incident Management Incident Management Best Practice attributes like priority, level, category etc, are standard available As for each PMTalk element an unlimited number of custom attributes can be defined Possibility to attach documents Consolidated view on all incidents Selection & filter capabilities 58
Agenda Introduction PMTalk SaaS functionality and features Licenses Conclusions 59
A scalable licence model Full with MS Project Standard Full Limited Advanced Planning Advanced project following and tracking Administration PPP Management Capacity Management Workflow initiation Collaboration Time tracking 60
Prices Licenses Light Full Full + MS Project Standard remote 29 / month 49 / month 79 / month Set-up fee 850 Additional services (on request) Configuration support Reports development Customisations and interfaces development Data migration Training Process review/definition 61
User and licenses management Web-based user management User creation and updates from a central page access restricted (e.g. PMO) Password managed by users Security based navigation Licence pool managed by the customer 62
Agenda Introduction PMTalk SaaS functionality and features Licenses Conclusions 63
About Threon We offer a whole range of project, program and portfolio management services from complete project management trainings as offered by our PM Academy up to strategic planning, consulting services, sourcing and professional project management software products. Threon is present in Belgium, Germany, Luxembourg, France, Switzerland, Austria and the Netherlands. 64
Conclusions Unique Project Life Cycle support You remain the owner Simple and professional solution Top-down approach Best practice driven platform Unique MCP concept Fully integrated with Microsoft tools (MS Project & MS Office) Fully customizable Scalable Many templates and preconfigured items available Full collaboration based on SharePoint No installation required Supports a growing PM maturity 65
Contact details and online information http:///en/pm-products.html Threon Luxembourg Parc d activités, 83 L-8308 Capellen Luxembourg Phone: +352 26 31 17 97 Fax: +352 26 31 18 97 Threon NV Technologiepark 1 B-9052 Zwijnaarde Belgium Phone: +32 (0)9 220 45 20 Fax: +32 (0)9 220 50 19 E-mail: info_lu@threon.com E-mail: info@threon.com 66