Enterprise Project Management
Solutions - Install and train, job done?
Project Controls Expo – 17th Nov 2017
Emirates Stadium, London
About the Speaker
David Dunning – edison365 and CPS Chairman
 Over 15 years experience in implementing
portfolio, programme and project
management ecosystems.
 Member of the Institute of Business
Consulting, Certified Management
Consultant.
 Real world P3M experience across multiple
industries.
David.Dunning@CPS.co.uk
07767 803540
http://uk.linkedin.com/in/davidjdunning
Enterprise Project Management Solutions - Install and train, job done? by "David Dunning - Chairman for CPS, UK" at Project Controls Expo 2017, Arsenal Stadium, London
About the Topic
 Many organisations are seeing the potential benefits of implementing common planning tools
and are charmed by the potential of having dashboards and common reports – especially with
cloud computing being very much on the agenda.
 However, what an IT organisation may see simply as ‘deployment’ must be backed up with
related business change - if full benefits are to be realised.
 Within this session we will explore the sensible approach to a smooth and fruitful EPM solution.
EPM / PPM – what does it mean?
 Enterprise Project Management
 Portfolio and Project Management
 Project and Programme Management
 Portfolio, Programme and Project Management
 Common and consist
EPM / PPM – Solutions
 The technology pillar of a portfolio, programme and project
management ‘ecosystem’
What to use it for?
Integrated
Cost and
Schedule
Control
Issue, Risk,
Change
Management
Enterprise
Resource
Management
Supplier
Integration /
Collaboration
Portfolio
Modelling
Flexible
insight to
enable
governance
Plan and
manage
Identify and
Prioritise
doing the right things, doing them right
https://www.axelos.com/best-practice-
solutions/mop/what-is-mop
Project Managers
& Team Members
Programme Mangers, Resource/Capacity Manager
Governance and Standards
Portfolio Directors, IT Mangers,
CIO, CEO
Programme
Delivery &
Resource
Management
Project
Delivery &
Collaboration
Project
Alignment
with Business
Objectives
Typical PPM “Customers”
What challenges does it address?
Scrutiny and Oversight impossible
 No definitive list of candidate projects
 Projects not prioritised
 Resource allocation between change
and BAU not effective
 Projects happen without
authorisation
 Integration not visible or managed
Status reporting unbelievable for the
wrong reasons
 Deliverables not visible across the
portfolio
 Planning not carried out / ineffective
 Limited understanding of resource
capacity vs demand,
 Limited capture of progress &
achievement
 Project benefits are not managed or
realised
How does it fit us?
What is the intent?
• We have to improve
governance on our
project and Programme
portfolio
• e.g. Finance - I have
to get timesheeting
sorted…
• My large
Programme needs
something to hold it
together with
• Provide a facility for
people to plan
projects
IT Team
EnterpriseFunction
Basic benefit -
IT provides
core enabling
capability
Specific Benefit -
one requirement
met for one area
Pro and con
benefit – but
PPM vision
impeded?
Every one happy
Attainable? Once
step at a time?
Or approach to
change depends on
the solution strategy
EPM / PPM – Solutions
Low Medium High
Ad- Hoc
Delivery
L E V E L O F C A P A B I L I T Y
T o - D o
P L A N N E R
Individuals
P R O J E C T
P O R T F O L I O
M A N A G E M E N T
Options in
Collaboration
For Example - Project Online
Some of the biggest failings in tool implementation?
Questionable
Requirements
• What do
people want
rather than
what does
the business
need?
Output
focused
• Reports,
Reports,
Reports? –
what about
usage?
Not
integrated
• How does
this
information
help the
business
work?
How do requirements originate?
 Someone configures what
they have had before?
 Start with something basic
and we’ll tweak it?
 What reports can we
‘imagine’ will be needed?
 Ask everyone what they
want?
 Good idea – might it miss the
customer input?
 Will that deliver the best
considered solution?
 How good is our imagination?
What is actually needed?
 Sounds good – but will this
deliver utter confusion and
inevitable disappointment?
Not Integrated? – Example Governance Framework
Strategy
Performance
Quarterly meetings to add new items to the portfolio, confirm priorities, accept strategic achievement
New! Quarterly meetings to scrutinise the in flight portfolio, implement priorities, deliver strategic achievement
Progress and benefit
realisation reporting
Resources
Quarterly meetings to confirm hiring / resource development plans based on current / suture work
In a governance framework, each of these
levels requires timely, accurate, reliable
Information. Does our tooling enable that?
M1 M2 M3 M4 M5 M6 M8 M10 Mn…M5 M7 M9 M11
Understanding Governance Framework is vital!
Governance
Framework
not clear
Process and
roles not
defined
Information
needs not
agreed
How can we
set up a tool
& generate
reports?
How can
the tool be
deployed
effectively?
Some of the biggest failings in tool implementation?
Unworkable
• Too much
feature,
never get it
adopted
Not
supported
• No one to
help me,
doesn’t get
better
Unachievable
• Misguided
view of
current
capability
Intended
People –
Accredited
Process – Our
own gated
approach
Organisation –
PMOs and
boards
Technology –
local best of
breed
Actual
People – Not
accredited
Process – Local
interpretations
Organisation –
Some PMO
Technology –
MS Project &
Excel?
Future
People –
Accredited &
capable
Process –
Lifecycle, process
& governance
Organisation –
P3O &
Governance
Technology –
PPM Solution
Why unachievable - Current State Optimism!
A. What do we think we have? B. What do we actually have? C. What should we actually have?
A better approach?
Clarify the
Governance
Framework
Define
Process and
roles
Agree
Information
needs
Set up the
tool &
generate
reports
Deploy the
tool as part
of a
‘change’
Change management – that’s the thing I do after I’ve
developed it, right?
 Simple Answer
NO.
Definitions – Wikipedia
 Business Transformation
 Business transformation is about making fundamental changes in how
business is conducted in order to help cope with a shift in market
environment
 http://en.wikipedia.org/wiki/Business_transformation
 Change Management
 Change management is an approach to transitioning individuals,
teams, and organizations to a desired future state
 http://en.wikipedia.org/wiki/Change_management
Solution Strategy Planning
 Is the change a technical implementation, a business change
or a transformation requiring evidence of business benefit
Technical Project
Delivers OUTPUT
Change Project
Delivers
BUSINESS CHANGE
Transformation
exploits OUTPUT through
BUSINESS CHANGE and
SUSTAINMENT - to realise
BENEFIT
If not done effectively…
 Problems
 do not get solved
 become bigger problems
 Investments
 do not realise anticipated benefits
 waste resources that could have delivered different benefits
 actually cause greater costs
 People slow down change, do not adopt change, benefits harder to come by.
 If we make change stick we get benefits and we don’t waste our money.
Moments Important in a Transformation
Original
Problem
Identification
CAN WE
AGREE
WHY?
Stakeholder
Management
WHO FOR?
Option
Appraisal
HOW BEST
TO…?
Getting Ready for Transformation does
not start at solution delivery
Moments Important in a Transformation
Benefit
Identification
and Planning
FOR BUY IN
TO THE
REASON
WHY
Solution
Strategy
Planning
REALISTIC
GOALS AND
TIMING
Solution Design
Review and
Evaluation
DOES IT
HIT THE
SPOT?
Moments Important in a Transformation
Communication
Planning
DON’T
SCARE THE
HORSES
Transformation
Planning
MAKING
SURE IT
CAN
HAPPEN
Benefit
Realisation
Planning
MAKING IT
CLEAR THIS
WILL BE
MEASURED
Moments Important in a Transformation
Initial Solution
Introduction
LEARNING HOW
TO MAKE IT
WORK, FETTLING
Benefit Realisation
MAKING SURE
THIS (AND THE
NEXT)
INVESTMENT IS
WORTH IT
Transformation - Method of Approach
Current State
Assessment
Vision &
Strategy
PPM V1 –
core
capability
GO
P3M Roadmap
II
Business
Change I
PPM V2 –
more
capability
People &
Process
P3O /
Governance
Business
Change II
GO
Initial Tool
Requirements
P3M Roadmap
I
Successful Business Change
Technical
People
Current Transition Future
Design
Develop
Deliver
Embrace
Adopt
Use
Results
Outcomes
Success
+ =
Installation
Realisation
Individual transitions directly influence results
Current Transition Future
C C C C C
C C C C C
C C C C C
C C C C C
C C C C C
T T T T T
T T T T T
T T T T T
T T T T T
T T T T T
F F F F F
F F F F F
F F F F F
F F F F F
F F F F F
With effective Change Management
Without effective Change Management
C C C C
C C C C
C C C C
C C C C
C C C C C
T T T
T T T T
T T T T T
T T T T T
T
T T T
T T T T T
T T T T T
F F F F
F F F F F
F F F F
F F F F
Faster, smooth ride,
more benefit
Slower, rough ride,
less benefit
How to Manage Change?
A
D
K
A
R
Sustainment
No Complacency
Effective change
Support
Infrastructure
Business
Integration
No point in
change that
doesn’t stick
Sustainment needs designing & building.
And sustaining!
Service
Design
Customer
Environment
Document
Enterprise
Solution
Definition
Document
Process and
Roles
Document
Incident
Management
Model
Request
Fulfillment
Model
Improvement
Management
Model
Service Readiness
Service
Requirements
Service
Design
Service
Build
Early Life
Support
BAU
Service
• Customer Requirement
• Solution Outline
• High Level Process
• Enterprise Solution
Definition
• Process, roles, governance
• Small Project Delivery
• Service Catalogue
• Contracts
• Training
• Recruitment
• Material
• Tools
• On site support
• Response
• Resolution
• Change
• Handover
• Remote support
• Services
• Architect as a service
• Performance review
Understand
and
Envision
Design Build Launch Sustain
Recap - Enterprise Project Management Solutions -
Install and train, job done?
Er – NO. Ideally…
Governance
Framework
Process and
Roles
Information
Requirement
Tool
implication
Business
Change
Current State
Assessment
Vision &
Strategy
P3M Roadmap
Thank you for listening
David.Dunning@CPS.co.uk
07767 803540
http://uk.linkedin.com/in/davidjdunning
PRINCE2®, M_o_R®, P3O®, MSP®, P3M3®, MoV® and MoP® are Registered Trade Marks of AXELOS Limited

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Enterprise Project Management Solutions - Install and train, job done? by "David Dunning - Chairman for CPS, UK" at Project Controls Expo 2017, Arsenal Stadium, London

  • 1. Enterprise Project Management Solutions - Install and train, job done? Project Controls Expo – 17th Nov 2017 Emirates Stadium, London
  • 2. About the Speaker David Dunning – edison365 and CPS Chairman  Over 15 years experience in implementing portfolio, programme and project management ecosystems.  Member of the Institute of Business Consulting, Certified Management Consultant.  Real world P3M experience across multiple industries. [email protected] 07767 803540 http://uk.linkedin.com/in/davidjdunning
  • 4. About the Topic  Many organisations are seeing the potential benefits of implementing common planning tools and are charmed by the potential of having dashboards and common reports – especially with cloud computing being very much on the agenda.  However, what an IT organisation may see simply as ‘deployment’ must be backed up with related business change - if full benefits are to be realised.  Within this session we will explore the sensible approach to a smooth and fruitful EPM solution.
  • 5. EPM / PPM – what does it mean?  Enterprise Project Management  Portfolio and Project Management  Project and Programme Management  Portfolio, Programme and Project Management  Common and consist
  • 6. EPM / PPM – Solutions  The technology pillar of a portfolio, programme and project management ‘ecosystem’
  • 7. What to use it for? Integrated Cost and Schedule Control Issue, Risk, Change Management Enterprise Resource Management Supplier Integration / Collaboration Portfolio Modelling Flexible insight to enable governance Plan and manage Identify and Prioritise doing the right things, doing them right https://www.axelos.com/best-practice- solutions/mop/what-is-mop
  • 8. Project Managers & Team Members Programme Mangers, Resource/Capacity Manager Governance and Standards Portfolio Directors, IT Mangers, CIO, CEO Programme Delivery & Resource Management Project Delivery & Collaboration Project Alignment with Business Objectives Typical PPM “Customers”
  • 9. What challenges does it address? Scrutiny and Oversight impossible  No definitive list of candidate projects  Projects not prioritised  Resource allocation between change and BAU not effective  Projects happen without authorisation  Integration not visible or managed Status reporting unbelievable for the wrong reasons  Deliverables not visible across the portfolio  Planning not carried out / ineffective  Limited understanding of resource capacity vs demand,  Limited capture of progress & achievement  Project benefits are not managed or realised
  • 10. How does it fit us?
  • 11. What is the intent? • We have to improve governance on our project and Programme portfolio • e.g. Finance - I have to get timesheeting sorted… • My large Programme needs something to hold it together with • Provide a facility for people to plan projects IT Team EnterpriseFunction Basic benefit - IT provides core enabling capability Specific Benefit - one requirement met for one area Pro and con benefit – but PPM vision impeded? Every one happy Attainable? Once step at a time? Or approach to change depends on the solution strategy
  • 12. EPM / PPM – Solutions Low Medium High Ad- Hoc Delivery L E V E L O F C A P A B I L I T Y T o - D o P L A N N E R Individuals P R O J E C T P O R T F O L I O M A N A G E M E N T Options in Collaboration
  • 13. For Example - Project Online
  • 14. Some of the biggest failings in tool implementation? Questionable Requirements • What do people want rather than what does the business need? Output focused • Reports, Reports, Reports? – what about usage? Not integrated • How does this information help the business work?
  • 15. How do requirements originate?  Someone configures what they have had before?  Start with something basic and we’ll tweak it?  What reports can we ‘imagine’ will be needed?  Ask everyone what they want?  Good idea – might it miss the customer input?  Will that deliver the best considered solution?  How good is our imagination? What is actually needed?  Sounds good – but will this deliver utter confusion and inevitable disappointment?
  • 16. Not Integrated? – Example Governance Framework Strategy Performance Quarterly meetings to add new items to the portfolio, confirm priorities, accept strategic achievement New! Quarterly meetings to scrutinise the in flight portfolio, implement priorities, deliver strategic achievement Progress and benefit realisation reporting Resources Quarterly meetings to confirm hiring / resource development plans based on current / suture work In a governance framework, each of these levels requires timely, accurate, reliable Information. Does our tooling enable that? M1 M2 M3 M4 M5 M6 M8 M10 Mn…M5 M7 M9 M11
  • 17. Understanding Governance Framework is vital! Governance Framework not clear Process and roles not defined Information needs not agreed How can we set up a tool & generate reports? How can the tool be deployed effectively?
  • 18. Some of the biggest failings in tool implementation? Unworkable • Too much feature, never get it adopted Not supported • No one to help me, doesn’t get better Unachievable • Misguided view of current capability
  • 19. Intended People – Accredited Process – Our own gated approach Organisation – PMOs and boards Technology – local best of breed Actual People – Not accredited Process – Local interpretations Organisation – Some PMO Technology – MS Project & Excel? Future People – Accredited & capable Process – Lifecycle, process & governance Organisation – P3O & Governance Technology – PPM Solution Why unachievable - Current State Optimism! A. What do we think we have? B. What do we actually have? C. What should we actually have?
  • 20. A better approach? Clarify the Governance Framework Define Process and roles Agree Information needs Set up the tool & generate reports Deploy the tool as part of a ‘change’
  • 21. Change management – that’s the thing I do after I’ve developed it, right?  Simple Answer NO.
  • 22. Definitions – Wikipedia  Business Transformation  Business transformation is about making fundamental changes in how business is conducted in order to help cope with a shift in market environment  http://en.wikipedia.org/wiki/Business_transformation  Change Management  Change management is an approach to transitioning individuals, teams, and organizations to a desired future state  http://en.wikipedia.org/wiki/Change_management
  • 23. Solution Strategy Planning  Is the change a technical implementation, a business change or a transformation requiring evidence of business benefit Technical Project Delivers OUTPUT Change Project Delivers BUSINESS CHANGE Transformation exploits OUTPUT through BUSINESS CHANGE and SUSTAINMENT - to realise BENEFIT
  • 24. If not done effectively…  Problems  do not get solved  become bigger problems  Investments  do not realise anticipated benefits  waste resources that could have delivered different benefits  actually cause greater costs  People slow down change, do not adopt change, benefits harder to come by.  If we make change stick we get benefits and we don’t waste our money.
  • 25. Moments Important in a Transformation Original Problem Identification CAN WE AGREE WHY? Stakeholder Management WHO FOR? Option Appraisal HOW BEST TO…? Getting Ready for Transformation does not start at solution delivery
  • 26. Moments Important in a Transformation Benefit Identification and Planning FOR BUY IN TO THE REASON WHY Solution Strategy Planning REALISTIC GOALS AND TIMING Solution Design Review and Evaluation DOES IT HIT THE SPOT?
  • 27. Moments Important in a Transformation Communication Planning DON’T SCARE THE HORSES Transformation Planning MAKING SURE IT CAN HAPPEN Benefit Realisation Planning MAKING IT CLEAR THIS WILL BE MEASURED
  • 28. Moments Important in a Transformation Initial Solution Introduction LEARNING HOW TO MAKE IT WORK, FETTLING Benefit Realisation MAKING SURE THIS (AND THE NEXT) INVESTMENT IS WORTH IT
  • 29. Transformation - Method of Approach Current State Assessment Vision & Strategy PPM V1 – core capability GO P3M Roadmap II Business Change I PPM V2 – more capability People & Process P3O / Governance Business Change II GO Initial Tool Requirements P3M Roadmap I
  • 30. Successful Business Change Technical People Current Transition Future Design Develop Deliver Embrace Adopt Use Results Outcomes Success + = Installation Realisation
  • 31. Individual transitions directly influence results Current Transition Future C C C C C C C C C C C C C C C C C C C C C C C C C T T T T T T T T T T T T T T T T T T T T T T T T T F F F F F F F F F F F F F F F F F F F F F F F F F With effective Change Management Without effective Change Management C C C C C C C C C C C C C C C C C C C C C T T T T T T T T T T T T T T T T T T T T T T T T T T T T T T T F F F F F F F F F F F F F F F F F Faster, smooth ride, more benefit Slower, rough ride, less benefit
  • 32. How to Manage Change? A D K A R
  • 34. Sustainment needs designing & building. And sustaining! Service Design Customer Environment Document Enterprise Solution Definition Document Process and Roles Document Incident Management Model Request Fulfillment Model Improvement Management Model
  • 35. Service Readiness Service Requirements Service Design Service Build Early Life Support BAU Service • Customer Requirement • Solution Outline • High Level Process • Enterprise Solution Definition • Process, roles, governance • Small Project Delivery • Service Catalogue • Contracts • Training • Recruitment • Material • Tools • On site support • Response • Resolution • Change • Handover • Remote support • Services • Architect as a service • Performance review Understand and Envision Design Build Launch Sustain
  • 36. Recap - Enterprise Project Management Solutions - Install and train, job done? Er – NO. Ideally… Governance Framework Process and Roles Information Requirement Tool implication Business Change Current State Assessment Vision & Strategy P3M Roadmap
  • 37. Thank you for listening [email protected] 07767 803540 http://uk.linkedin.com/in/davidjdunning PRINCE2®, M_o_R®, P3O®, MSP®, P3M3®, MoV® and MoP® are Registered Trade Marks of AXELOS Limited