Project Portfolio Management

+ Financial Intelligence

= Greater ROI

Presenter: Ben ChamberlainCompany: UMT360Title: Chief Product & Marketing Officer

Agenda

• UMT360’s Enterprise Portfolio Management Solution

• Project & Portfolio Financial Intelligence• What’s Missing With Today’s PPM• Trifecta of Business Value Erosion• How UMT360 for Project Server can Help• How to Get Started• Questions & Answer

Connected Enterprise

Financial Transparency

Portfolio Intelligence

Synchronize Roadmaps

UMT360 -Enterprise Portfolio Mgmt.Digitalize Investment Planning & Controls

360O view across your business and

IT portfolios

Improve budgeting & base decisions on ROI

Collaborate to model & finalize

decisions

Build & track transformation

roadmaps

PPM + Financial Intelligence

Application Portfolios

IT Business Management

PPM +

PPM +

UMT360 -Enterprise Portfolio Mgmt.Realize More ROI from Project Server

Positioned as Visionary in

2013 Integrated IT Portfolio Analysis Magic Quadrant

2013 Project Portfolio Management Partner of the

Year

33%of all completed projects experience cost overruns of between 10% & 20%

42%Of all projects are delivered late or over budget

21%of all projects fail to complete or get implemented

33%Of projects do not meet their goals or business intent

Gartner Group

Standish Group

PMI

Standish Group

The Statistics Are AlarmingTraditional PPM is Falling Short!

The Statistics Are AlarmingFailure to Realize up to 46% of Business Value

Yes

54%

No

46%

Achieved Business Value

Unrealized business value

46%

Realizedbusiness value

54%Yes

54%

No

46%

Budget Effectiveness

Ineffective Spend35%

Effective Spend

65%

• Over estimating leaves potential project candidates on the table

• Under estimating results in cost overruns and cancelling initiatives

1. Unreliable Cost Estimates

2. Project Success Rates

3. Budget Utilization

The Trifecta of Business Value ErosionFailure to Realize up to 46% of Business Value

Bu

sin

ess

Val

ue

$25m $50m $75m $100m $125m $150m

80% Selected Portfolio

Baseline Portfolio

Under estimating results greater planned business value from the

portfolio

Over estimating reduces planned

business value from the portfolio

87%

70%

Business Value ErosionImpact of Success Rates & Budget Utilization

0%

100%

50%

Cost

• Over estimating leaves potential project candidates on the table

• Under estimating results in cost overruns and cancelling initiatives

1. Unreliable Cost Estimates

• Failure to implement projects yields no business value

• Cost overruns impacts strategic yields & reduces available portfolio funds

2. Project Success Rates

• Not starting projects or carrying over projects destroys value

• Optimistic forecasting results in Q4 budget obtainment surprises

3. Budget Utilization

The Trifecta of Business Value ErosionFailure to Realize up to 46% of Business Value

Bu

sin

ess

Val

ue

Cost

0%

100%

$25m $50m $75m $100m $125m $150m

80%

50%

Selected Portfolio

Baseline Portfolio

Impact of Project Failure

Rates66%

Impact of Cost Overruns

Impact of Budget Utilization

Business Value ErosionImpact of Success Rates & Budget Utilization

44%

From PMO to Enterprise PMOProject & Portfolio Financial Intelligence is Key

PMO Enterprise PMO

• Governance• Resources• Schedule• Deliverables• Issues & Risks• Budget

• Alignment• Financials• Risk• Integration• Benefits

Realization

Excel SpreadsheetsDisconnected and error prone Excel Spreadsheets

makes it difficult to standardize and govern project budgeting and tracking processes.

ERP SystemsProvides the ‘chart of accounts’ view needed by the

finance team, they fail to deliver the complete financial

transparency needed by PPM teams.

Traditional PPM SystemsProvides strong execution-oriented project and resource

management capabilities but lack the sophistication needed

to effectively control project and portfolio financials.

Inadequate Software ToolsFailure to Integrate Financial & PPM Practices

X

Standardize Governance &

Investment Controls

Streamline Capital Planning &

Improve Selection

Automate Cost Tracking & Variance

Analysis

Gain Insights & Effectively Reallocate

Funds

Track Benefits Realized & Analyze

Results

STRATEGY

PROJECTS PROGRAMS

FINANCIALS

Maximize ROI

ANALYSIS & DECISIONS

UMT360 for Project ServerIntegrated Project & Portfolio Financial Intelligence

UMT360 for Project ServerComplete Project & Portfolio Financial Intelligence

“UMT360 seamlessly integrates with Microsoft Project Server helping companies gain complete financial intelligence across their project and program portfolios and more effectively collaborate to improve investment decisions.”

Ludovic Hauduc General Manager, Microsoft Project

How to Get Started with PFI Take a Phased Approach

Financial Mgt.

Foundation

Integrate with LoB

Systems

Analyze &

Optimize Capital

Spend

Establish Benefits

Realization

Phase 1 Phase 2 Phase 3 Phase 4

Port

folio

RO

I Im

pro

vem

ent

(0

to 1

2%)

Incr

ease

Fin

anci

al M

atu

rity

Lev

el (

1 to

5)

12% -

9% -

6% -

3% -

- Level 5

- Level 4

- Level 3

- Level 2