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UMT – Overview
25 With over
PPM Experts
years of experience
‘Visionary’ in Integrated IT Portfolio Analysis Applications (IIPA 2013 MQ)
‘Cool Vendor’ in Gartner’s Cool Vendor Report 2012
‘Winner of Microsoft Partner of the Year’
Gartner MQ Download: http://www.umt.com/en-us/community/pressreleases.aspx
UMT – Solutions/Services CPIC & IT Governance Pre-Select, Select, Control Evaluate Comprehensive EPM Resource / Demand Management APM & PMO PM Training
Innovation Process Management / New Product Development
UMT Services
Comprehensive EPM Capacity Planning / Resource Management PM CoE / CoP
UMT 360:
Enterprise Application Portfolio Management and Analytics
Portfolios
New Product Development (NPD) Portfolio Management Program Management Office (PMO)
Project / Program Management Budget Formulation & Execution Reporting and Dashboard Resource Management PMO Services
UMT Product Offerings
Enterprise Project and Portfolio Management
Project and Portfolio Financial Management Consulting
Program / Corporate PMO
Financials
Process Improvement Initiatives Portfolio Selection and Management Project / Program Management Resource Management UFR Prioritization PM Training
UMT Training Institute Microsoft Project and Project Management Training Microsoft Portfolio Server Training Project and Portfolio Management Training
Annual Planning Process (aka CPIC)
* http://www.whitehouse.gov/sites/default/files/omb/memoranda/2013/m-13-14.pdf
Core CPIC Disciplines & Capabilities Pre-Select
Select
Control Initiate
Business Needs
Plan
Portfolio Selection
Evaluate
Execute
Control
Close
Portfolio Tracking & Status Operational Analysis
Portfolio Reporting Resource Capacity Planning Resource Planning & Tracking Operational Analysis Budget Formulation
Budget Execution
Benefits Planning
Benefits Realization Operational Analysis Project Scheduling Project Tracking, & Status Operational Analysis
Team Collaboration, Cooperation and Communication
I would say that the solutions my has in place for enabling the management of the CPIC processes are: 1.Easy to use 2.Easy to use but not automated 3.Requiring me to do a lot of duplicative effort and data entry 4.Not easy to use and difficult to understand 5.Downright cumbersome and disjointed 6.Non-existent
The Miracle of CPIC … Pre-Select
Select
Control
Initiate
Plan
Execute
Evaluate Control
Close
$
Contractor Schedule Creative Writing
Reconciliation & Tracking
Distribution
Government Schedule Games
Hatchet
Prioritization
Ranking
Review
Business Need
Repeat Monthly or Quarterly
Integrated CPIC Solution Pre-Select
Select
Control
Initiate
Plan
Execute
Evaluate Control
Close
Repeat Monthly or Quarterly (as Needed) Standardized Business Case Capture
Consistent Investment Ranking Criteria
Portfolio Level What-If Analysis
Cost, Schedule & Perf.
On Demand Reporting & Operational Analysis
IMS Enterprise Governing Workflow
Strategic Budget Alignment Formulation Score
Risk, Issue, Visibility, Decision, Insight & Action Item Control Collaboration
Solution Walkthrough 1. 2. 3. 4.
5.
Business Needs Flexibility
Information Accessibility
Enterprise Types
Enterprise Process Types
Investment Overview
Investment Metadata Examples
Investment Relationships
Program/Project Process & Data
Portfolio Analytics
Reviewing the Rankings
Prioritize Project List
Baseline Scenario
~10% Cut from 38M to 34M
~20% Cut from 38M to 30M
~20% Cut with Force In
Scenario Comparison Report
Formulation Using Selected Portfolio
Solution Walkthrough 1. 2. 3. 4.
5.
Tips for More Successful Annual Planning
Pre-Select Standardized Business Case Capture
Select Consistent Investment Ranking Criteria
Control Initiate
Portfolio Level What-If Analysis
Plan
Execute
Evaluate Control
Cost, Schedule & Perf.
On Demand Reporting & Operational Analysis
IMS Enterprise Governing Workflow
Strategic Budget Alignment Formulation Score
Close
Risk, Issue, Visibility, Decision, Insight & Action Control Collaboration
http://pages.umt.com/FedEPPM