PMTalk SaaS - Overview

(1)

Your executive Partner in achieving

Project Management Excellence

www.threon.com

PMTalk SaaS - Overview

Your project & portfolio management

solution in the cloud

(2)

Agenda

Introduction

PMTalk SaaS functionality and features

Licenses

(3)

We want to implement a PPM tool but…

What’s the

cost ?

How long to

implement ?

What about

the learning

curve ?

How about the

expertise of our partner

in Project and Portfolio

Management ?

Which

functionality are

we getting ?

(4)

Functionality overview

Project Management Portfolio Management Resource Capacity Management Schedule – Time – Cost & Budget

Management Configuration & Incident Management Project Document Management Change / Risk / Issues Management Business Intelligence Portfolio and Project Reporting

(5)

(6)

A user friendly and specialised solution

SharePoint 2010 platform

Navigation & layout entirely configurable to match your

needs (Logo, RSS, News …)

(7)

An online solution

Solution accessible with web browser from anywhere

Online support

(8)

Agenda

Introduction

PMTalk SaaS functionality and features

Licenses

(9)

Portfolio Management

A strategic view of all your projects

Portfolio Management

Challenges

Selecting the right projects with the adequate priority Selecting the right projects with the adequate priority Getting a global and accurate view of all projects Getting a global and accurate view of all projects Simplifying the navigation and the organisation Simplifying the navigation and the organisation Measuring the actual contribution to strategic goals Measuring the actual contribution to strategic goals Reducing the administrative effort to get integrated reporting Reducing the administrative effort to get integrated reporting

(10)

Your benefits with PMTalk:

Portfolio Management

Global and organised

views

• An organised PPP structure for all your projects

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

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

(11)

Portfolio Management

Global and organised views

• An organised PPP structure for all your projects

Portfolio Level

Program Level

Project Level

(12)

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

(13)

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

Reporting on Strategic Alignment

Project Initation

(14)

Portfolio Management

Increased visibility and control

• Summarized executive cockpit and a PLC cockpit

(15)

Project Management

Doing things right

Project Management

Challenges

Having a clear view on the progress Having a clear view on the progress Setting up a consistent project organisation Setting up a consistent project organisation Avoiding reinventing the wheel Avoiding reinventing the wheel Keeping the right tempo Keeping the right tempo

(16)

Your benefits with PMTalk :

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

Roles and responsibility

integration

• Integrated RACI matrix

• Deliverable Approval Workflows

Clear view on progress

• Summarized executive cockpit and a PLC cockpit

Enhanced team

collaboration

• Own SharePoint site for each project, program or portfolio

• SharePoint web parts and customized PMTalk web parts available

(17)

Project Management

Unique Project Life Cycle management

• Visualized high level (phased) status

• Phase – Sub-Phase – Steps levels embedded

• Predefined storage location of documents

Standard Project Life Cycle

Phases, Subphases & Steps Initiate Deliverable

(18)

Project Management

Roles and responsibility integration

• Integrated RACI matrix

• Deliverable Approval Workflows

Initiate Workflow on deliverable (Approval / Comment / Inform)

(19)

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

(20)

Project Management

Clear view on progress

• Summarized executive cockpit and a PLC cockpit

PLC Cockpit Standard Qualitative Status

(21)

Schedule Management

The right tasks started at the right time

Schedule Management

Challenges

Considering all stakeholders calendars Considering all stakeholders calendars Managing simple tasks in complex schedules Managing simple tasks in complex schedules Anticipating impacts of external dependencies Anticipating impacts of external dependencies Setting up a consistent project organisation Setting up a consistent project organisation

(22)

Your benefits with PMTalk:

Schedule Management

MS Project synchronisation

• Enabled synchronisation with MS Project Starndard (using PMTalk Add-on)

Master plans

• Optimised operational portfolio management

• Consolidated information from projects

• Baselines shared with project managers

• Manage Project inter dependencies

Unique MCP concept

• Aggregation at intermediate level between task and project

• Automatically generated (MS Project Plan) or manually created

(23)

Schedule Management

MS Project synchronisation

• Enabled synchronisation with MS Project Starndard (using PMTalk Add-on)

Toolbar

DQI’s Browse for project

(24)

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)

(25)

Schedule Management

Master plans

• Optimised operational portfolio management

• Consolidated information from projects

• Baselines shared with project managers

• Manage Project inter dependencies

(26)

Executing the project on time Executing the project on time

Time Management

How projects can be 100 days behind schedule ? ...

day by day !

Time Management

Challenges

Introducing / changing timesheet process Introducing / changing timesheet process Estimating work duration Estimating work duration Setting up an efficient time tracking system Setting up an efficient time tracking system Avoiding time robbery Avoiding time robbery

(27)

Your benefits with PMTalk:

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

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)

(28)

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

Timesheet

Compliancy Check

(29)

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)

Activity Validation(Line Manager) MCP Consolidation

(30)

Executing the project within budget Executing the project within budget

Cost & Budget Management

How many projects finish within budget ?

Cost & Budget Management

Challenges

Defining budgets at an early stage of the project Defining budgets at an early stage of the project Estimating costs accurately Estimating costs accurately Anticipating any extra budget needs Anticipating any extra budget needs Following costs and cash flows

in real time Following costs and cash flows

(31)

Your benefits with PMTalk:

Cost & Budget Management

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...)

(32)

Roll-up projects at program level

Cost & Budget Management

Consolidated costs per MCP

• Automated roll-up costs: MCP to project level, Projects to Program level and Programs to Portfolio level

Program MCP

Project MCP's cost ov erview Costs per MCP

(33)

Cost & Budget Management

Clear segregation

• Defined cost rate per stakeholder

• Defined cost category per MCP (billable - non-billable, overtime...)

Stakehoder cost per project

(34)

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-Curv e

(35)

Resource Capacity Management

The right skills available to the right project

Resource Capacity Management

Challenges

Handling long term, mid term, short term resource allocation Handling long term, mid term, short term resource allocation Limiting resource usage by the PM to the actual allocation Limiting resource usage by the PM to the actual allocation Balancing capacity between projects and operations Balancing capacity between projects and operations

(36)

Your benefits with PMTalk:

Resource Capacity Management

Centralised resource

management

• Resources allocation across projects

• Maximized resource utilisation

• Capacity planning at a project level

• Monitored resources capacity usage

Team plans

• Decentralised management of project work packages delivery by team

managers

• Optimised usage of team resources

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)

(37)

Resource Capacity Management

Centralised resource management

• Resources allocation across projects

• Maximized resource utilisation

• Capacity planning at a project level

• Monitored resources capacity usage

Resource Bandwidth Resource usage graph

(38)

Resource Capacity Management

Team plans

• Decentralised management of project work packages delivery by team managers

• Optimised usage of team resources

Teamplan,: Grey = Information from projects & Blue = Information from team manager Team selection

(39)

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 Reserv ations (Line Managers)

Import Reserv ations Resource requests

(40)

Retrieving quickly documents Retrieving quickly documents

Project Documentation Management

If it is not documented, it did not happened …

Project Documentation Management

Challenges

Tracing document edition history Tracing document edition history Harmonising the document storages Harmonising the document storages Using the latest templates Using the latest templates Accessing documen-tation from everywhere Accessing documen-tation from everywhere

(41)

Your benefits with PMTalk:

Project Documentation Management

A unique Project Life Cycle

management

• 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

(42)

Project Documentation Management

A unique Project Life Cycle management

• Automatic storage of document

• Predefined storage location of documents (PLC)

Metadata embedded

Template initiation

(43)

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

(44)

Project Documentation Management

Advanced project document management

• Document history recorded through standard SharePoint document versioning

(45)

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

Initiate Workflow on deliverable (Approval / Comment / Inform)

RACI Based On Project Roles

(46)

Following risks evolution over the project life cycle Following risks evolution over the project life cycle

Change/ Risk / Issues Management

“Anything that can go wrong will go wrong”

Murphy’s law

Change/Risk/Issue Management

Challenges

Forgetting risks during identification process Forgetting risks during identification process Respecting risk prioritisation Respecting risk prioritisation Categorizing changes, risks and issues consistently Categorizing changes, risks and issues consistently Identifying all changes Identifying all changes

(47)

Your benefits with PMTalk:

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

Issues Management

• Issue register included at project level

• Fully customisable issue registery and issue log sheet

• Dynamic issue categorisation

• Linked to MCPs

Risk Management

• Risk register included at project level

• Fully customisable risk registery and risk log sheet

• Dynamic risk categorisation

(48)

Change / Risk / Issues Management

Risk Management

• Risk register included at project level

• Fully customisable risk registry and risk log sheet

• Dynamic risk categorisation

(49)

Change / Risk / Issues Management

Issues Management

• Issue register included at project level

• Fully customisable issue register and issue log sheet

• Dynamic issue categorisation

(50)

Change / Risk / Issues Management

Change Management

• Best Practice attributes like priority, level, category, etc, are standard available

• Possibility to attach documents.

(51)

Business Intelligence

Giving a meaning to collected data

Business Intelligence

Challenges

Unlocking the inherent value of business data Unlocking the inherent value of business data Avoiding time lost in data collection / search Avoiding time lost in data collection / search Consolidating information at the right time Consolidating information at the right time

Getting consistent reports regardless the author Getting consistent reports regardless the author Getting access to the right data Getting access to the right data

(52)

Your benefits with PMTalk:

Business Intelligence

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

(53)

Business Intelligence

Evolutive reporting solutions

• Microsoft SQL Reporting based

• OWC Reporting enabled

• Advanced Excel pivot table export enabled

SQL Report

OWC Chart Export to Excel

(54)

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

(55)

Configuration & Incident Management

Be assured to get the desired result

Configuration & Incident Management

Challenges

Distributing the latest baselines Distributing the latest baselines Assessing impacts on all aspects of the project Assessing impacts on all aspects of the project Keeping consistent items Keeping consistent items Versioning of project items Versioning of project items Recording incidents and tracking their resolutions globally Recording incidents and tracking their resolutions globally

(56)

Your benefits with PMTalk:

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

• Consolidated view on all incidents

Configuration

management

(57)

Configuration & Incident Management

Configuration management

• Latest item version always accessible

Document: Modified date, modified by …

Email links, alerts, RSS feeds

(58)

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

• Consolidated view on all incidents

(59)

Agenda

Introduction

PMTalk SaaS functionality and features

Licenses

(60)

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

(61)

Prices

Licenses

Light

29 € / month

Full

49 € / month

Full + MS Project Standard remote

79 € / month

Set-up fee

850 €

Additional services (on request)

Configuration support

Reports development

Customisations and interfaces development

Data migration

Training

(62)

Web-based user management

User and licenses 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

User creation and updates from a central page – access

restricted (e.g. PMO)

Password managed by users

Security based navigation

(63)

Agenda

Introduction

PMTalk SaaS functionality and features

Licenses

(64)

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.

(65)

Conclusions

Fully integrated with

Microsoft tools (MS

Project & MS Office)

Unique Project

Life Cycle

support

Simple and

professional solution

Full collaboration

based on

SharePoint

Best practice

driven platform

Top-down

approach

Unique MCP concept

Supports a growing

PM maturity

You remain the

owner

Scalable

Fully

customizable

_{Many templates}

and preconfigured

items available

No installation

required

(66)

Contact details and online information

Threon Luxembourg Parc d’activités, 83 L-8308 Capellen Luxembourg Phone: +352 26 31 17 97 Fax: +352 26 31 18 97 E-mail: [email protected] http://www.threon.com/en/pm-products.html Threon NV Technologiepark 1 B-9052 Zwijnaarde Belgium Phone: +32 (0)9 220 45 20 Fax: +32 (0)9 220 50 19 E-mail: [email protected]