Gain real-time visibility into your projects. cloud-based, workflow-driven Professional Services Automation Webinar A Strategic Approach to Resource Management Andy Jordan ProjectManagement.com Kevin Sequeira General Manager & Director of Product Management Marlon Arevian Sr. Solution Consultant
Agenda 1. A Strategic Approach to Resource Management 2. Upland and Tenrox PSA Overview 3. Live Demo 4. Q & A 5. PDU Credit Information
A Strategic Approach to Resource Management
Introduction and Background Resource management is a responsive process it acts when things go wrong Better approach is to act to prevent things going wrong at all Resource management starts too late only rudimentary planning estimates until after project approval Bad resource management increases costs, decreases revenue opportunities and impacts margins
Topics Introduction and Background Strategic Resource Management In Planning & Selection In Project Execution Resource Agility Making it Happen
Strategic Resource Management in Planning & Selection Planning & Selection is traditionally executive driven Resources are determined by executives Management is top down based on executive choice, not best fit Often treated as a closed group exercise Excludes large groups of people from participating, reduces size of pool to choose participants from Frequently eliminates entire functions - PMO
Start at the Beginning The Right Planning Resources Set Goals & Objectives Executives Identify, Capture & Enhance Ideas All Staff Facilitated by PMO Business Casing Departmental Experts Facilitated by PMO Leverages Finance & Resource Managers Review & Selection Independent Facilitator
Project Selection Leveraging Resource Management for Better Choices Integrated Resource Planning Operations, support & project needs must be considered together Whole enterprise resource planning required Impacts of different portfolio mixes must be assessed Capacity & Capability Planning Anticipating the Need for Change How many staff do we have? How many can we add / support? What skills do we have? What skills can we develop? Can skills and numbers be secured in time? Avoiding the allocation of entire budget at start of year Start with most important projects within constraints framework Maintain reserves for adjustments and variances
Resource Management During Project Execution Changing the Discussion Traditionally owned by Project Managers Rear view mirror management based on what has already happened Resources moved to areas of pain managing the squeaky wheel Results in chasing issues, constantly trying to catch up with the plan Doesn t solve problems, simply moves them to areas where they are more acceptable
Resource Management During Project Execution Becoming Proactive Portfolio Project Success Reviews Ongoing capacity & capability Evolving demands Change management
Resource Management During Project Execution Becoming Proactive Reviews Formal portfolio reviews generally quarterly Validation of progress and alignment against goals Analysis against benefits, not constraints Ongoing Capacity & Capability Under or over supply driven by performance Impact of project mix changes Evolving Demands Integrated resource approach changes in operations, support or projects Needs driven and project deliverable driven changes Comparison of actual impact vs. planned impact Change Management Absorbing circumstantial or portfolio driven changes Creating change to better utilize available resources
Resource Agility Organizational View Inability to move resources effectively and efficiently across projects costs money Lost productivity during change Lost performance on projects through team disruption Lack of resource flexibility reduces options for resource management Fewer people capable of performing required functions Lack of infrastructure to track and manage skillsets
Resource Agility Individual View Role as expert reduces opportunities for diversity and growth Less interesting work Greater opportunity for boredom Silo management limits knowledge and understanding Less understanding of organizational functions and purpose Fewer opportunities to work with different groups
Resource Agility Approach Eliminate Single Points of Expertise Organizational pain points Develop redundancy and succession plans Exercise in risk management Eliminates portfolio bottlenecks Focus on Multi- Discipline Employees Break Down Resource Management Silos Individual pain points Results in more empowered and engaged resources Implementation of cross-training and development opportunities Matrix project execution must be enterprise wide Creates short term performance drags but delivers long term benefits Modern tools allow management of resources across divisions Manage to Skills & Workloads Job titles don t define capabilities or interests Success comes from matching skills to role, regardless of title Assumes ability to leverage modern tools to track skills and support employee collaboration
Implementing Strategic Resource Management Understand Your Organization Improve Planning and Forecasting Build and Maintain Skills Inventory Evolve Culture Engage the Right Resources Understand individual goals and ambitions Implement Enterprise-Wide Planning Monitor & Improve Break Existing Routines Commit to Long Term Approach Avoid Individual Resistance
Implementing Strategic Resource Management Create positive environment and encourage approach Patience when mistakes occur Consistent and active support Build infrastructure to support the environment Appropriate tools used appropriately Processes to support the people Training and education Commitment to evolution
Upland Software
The leading provider of cloud-based enterprise work management applications 7 award-winning products Who is Upland? ~300 Uplanders committed to innovation & customer success United by shared vision to revolutionise the way organizations work 2
Guiding Principles
Enterprise Work Management What it is: Software that enables organisations to plan, manage and execute projects and work Who it is for: 200 Million Knowledge Workers Strategic Planning Work Execution What it does: IT Marketing Finance Professional Services Process Excellence Increases Visibility, Collaboration and Productivity What it is disrupting: On-premise applications Spreadsheets Email applications Manual processes Paper-based processes Benefits: Optimise Resources + Time + Money
Automating the Flow of Enterprise Work Upland products are used both vertically to address department-specific needs, as well as horizontally to seamlessly connect multiple functions across the organisation. IT Marketing Finance Professional Services Process Excellence Document & Workflow Automation Financial Management Professional Services Automation Program & Portfolio Management Project Management & Collaboration Time & Expense Tracking Web Content Management
One Trusted Partner Upland brings you the best of both worlds a family of built-for-purpose cloud applications with the simplicity and reliability of working with a single provider. Enterprise-Class Partner Scalable Secure Many Built-for- Purpose Products 360 Service Integrations
Award-Winning Family of Cloud-Based Products Visionary Recognition (1) Highlighted in Gartner Magic Quadrant for Cloud-Based IT PPM Program & Portfolio Management Project Workforce Management 3 Products (2) Ranked among leaders in their respective categories Enterprise Work Management Financial Management Project Management & Collaboration 3 Products (3) Recognised for delivering tangible value to clients via the cloud Workflow Automation & Enterprise Content Management Critical Acclaim (4) Awarded and featured in numerous publications (1) Gartner, Inc. Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services (May 2014). (2) TopTen Reviews.com (3) Best of SaaS Showplace (BoSS) Award (February 2014; July 2013; May 2010). (4) 2014 SIIA Software CODiE Award Finalist; GetApp Review (January 2014); Stage-Gate Ready (August 2013); CPA Practice Advisors Review of Time & Billing Systems (December 2013).
Tenrox PSA
Professional Services Automation (PSA) PSA software supports a company's ability to address and respond to customer-driven demand for services, billable projects or other types of customer-support interactions. PSA software improves service delivery, resource management, project management and collaboration, while ensuring accurate and timely time and expense capture and billing.
Tenrox PSA Enables services organizations to improve service delivery and resource management, while streamlining accurate time and expense capture and billing. Key Benefits & Capabilities: Key Functional Areas: Awards & Accolades: PPM for PSA Certified Best Project Management Solution Monitor and increase resource utilization Increase control over fixed bid projects, scope change and employee-related expenditures Implement consistent project execution best practices Automate project compliance with labor and industry regulations Increase project visibility, workforce productivity and operational effectiveness Facilitate real-time communication and decisionmaking Resource & Capacity Planning Project Planning Revenue Management Workflow Designer Time Tracking Expense Management Project Financials Analytics & Reporting Integration Mobile
Process Driven Solution Opportunity / Projects Plan & Forecast Execute Integrate Accessible Anywhere Workflow-Engine Analyze & Report Bill, Invoice, Chargebacks & Rev. Rec.
Live Demo
Questions?
Contact Us: Phone: Direct: 450-688-3444 Toll free (US and Canada): 855-944-PLAN (7526) Email: info@uplandsoftware.com Website: www.tenrox.com Connect with us: @tenrox Tenrox Company: Tenrox
PDU Credits This webcast session entitles you to obtain 1 PDU towards your PMP as per the PMI Organization. This session appears on www.pmi.org web site page. Continuing Certification Requirements System: https://ccrs.pmi.org/search Course information: Provider ID#: 2750 Provider Name: Upland Software Course ID: Tenrox10022014 Program Name: A Strategic Approach to Resource Management