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RTM Consulting We help consulting, professional, and support services organizations get better at what they do Lean Best-Practices for Services Operations Just-in-Time Resourcing ® for Professional Services Randy Mysliviec President and CEO RTM Consulting Steve Beaumont Solution Market Manager Planview

Lean Best-Practices for Services Operations

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RTM ConsultingWe help consulting, professional, and support services

organizations get better at what they do

Lean Best-Practices for Services Operations

Just-in-Time Resourcing® for Professional Services

Randy MysliviecPresident and CEO

RTM Consulting

Steve BeaumontSolution Market Manager

Planview

Randy Mysliviec President and CEO

• Acknowledged expert in Global Resource Management (GRM)

• Author of the Just-in-Time Resourcing® solution

Formerly SVP, Consulting and Professional Services for Convergys

18 years at IBM Founding member of the Technology Professional

Services Association (TPSA – now TSIA) and served as a member of the TPSA Advisory Board

Steve Beaumont 25-years Professional Services experience including 12

years as a management consultant with Deloitte, Coopers & Lybrand, and E&Y

Currently owns the client-perspective for the Planview Services Resource Planning (SRP) technology solution

Our Presenters

RTM Consulting

About PlanviewOptimize the Core of Your Business

Operations

Strategy

Financials

Maximize Opportunitywith ConstrainedResources

Improve Agility and Capacityto Innovate

Build an IntegratedStrategy and

Execution Plan

Measure Results InReal‐Time

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Integrated Services Resource Planning

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RTM Consulting“Our mission is to help

consulting, professional and support services organizations

get better at what they do”

Rapid Assess Design Transform RESULTS!

Innovative Frameworks

and Transformation

Processes

Since 2007Two Locations: Cincinnati (HQ)

Wash. DC

>100 Clients Worldwide

on 5 Continents

Services Transformation

Experts for Tech

Companies

100+ Years of Strategy and OperationalLeadership Experience

Management & Operational Consulting

#1 in Resource Management: Just-in-Time Resourcing®

ConsultingTraining

MentoringStaffing

Software Tools

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Agenda

Resource Management Perspectives

Lessons Learned From Just-in-Time Manufacturing

Just-in-Time Resourcing®

Change Management Implications

Questions• Get the white paper: Just-in-Time Resourcing® - A Blueprint

for Putting the ‘Lean’ into Services Operations at planview.com/JITR

How many times have you heard (or said)?

“I know I have people

with the skills I need, I just

can’t find them.”

“I know my revenue

forecast, how do I get a

people forecast?”

“If everyone is assigned, why

am I not making my numbers?”

“I have no idea what my

resource needs will be 2, 3, 4 months from

now.”

“Where did thatproject come

from?”

7© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Resource Management (RM) Definition

8

What is it?• Staffing?• Human Resources?• Recruiting?• A function?

Who does it?• Practice Leads?• VPs?• Admin?• The ‘RMO’?

“Getting the Right Person in the Right Place at the

Right Time”

OR

Just-in-Time Resourcing®

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Why is This So Important?

# of Consultants 1 5 10 15 # of Consultants 1 5 10 1550 $208,000 $1,040,000 $2,080,000 $3,120,000 50 $104,000 $520,000 $1,040,000 $1,560,000100 $416,000 $2,080,000 $4,160,000 $6,240,000 100 $208,000 $1,040,000 $2,080,000 $3,120,000150 $624,000 $3,120,000 $6,240,000 $9,360,000 150 $312,000 $1,560,000 $3,120,000 $4,680,000200 $832,000 $4,160,000 $8,320,000 $12,480,000 200 $416,000 $2,080,000 $4,160,000 $6,240,000250 $1,040,000 $5,200,000 $10,400,000 $15,600,000 250 $520,000 $2,600,000 $5,200,000 $7,800,000325 $1,352,000 $6,760,000 $13,520,000 $20,280,000 325 $676,000 $3,380,000 $6,760,000 $10,140,000375 $1,560,000 $7,800,000 $15,600,000 $23,400,000 375 $780,000 $3,900,000 $7,800,000 $11,700,000

Assumptions AssumptionsBi l lable  Hourly Rate $200 Bi l lable  Hourly Rate $200

Loaded Hourly Cost $100Gross  Revenue $200 Gross  Margin $100

Increase in Utilization by (pts): Increase in Utilization by (pts):MARGINAL REVENUE IMPROVEMENT MARGINAL OI IMPROVEMENT

Annual Increase in Marginal Revenue and OI from Utilization Improvement

• Small improvements in utilization can have significant bottom line impact

• Analysis does not account for additional benefits from:1. Reduced hiring / training costs2. Improved preparedness to start client engagements on time and with appropriate resources3. Reduced attrition / Improved employee satisfaction

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Utilization Benchmarks

10

TSIA Datapoint*Comment

There is a 6 pt and 9% diff between planned and actual utilization

For a $100m PS business with 400 FTEs … the $$ impact of this gap is????

$4,467,840

*Technology Services Industry Association © 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Agenda

Resource Management Perspectives

Lessons Learned From Just-in-Time Manufacturing

Just-in-Time Resourcing®

Change Management Implications

Questions• Get the white paper: Just-in-Time Resourcing® - A Blueprint

for Putting the ‘Lean’ into Services Operations at planview.com/JITR

In 1970 Manufacturers needed to: Reduce labor costs

• Too much idle time waiting on parts

• Inefficient use of human capital, weak automation

Lower inventory carrying costs

• Decentralized inventory driving high carrying costs

• Lack of information automation

Improve quality and predictability

Get the right part in the right place at the right time, and make better use of human capital

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Learning From the Past:Just-in-Time Manufacturing

Human capital intensive

High inventory carrying costs

Manual project tracking

Robotics

Near zero inventory carrying cost

Production mgmt. automation

Reactionary demand mgmt.

Sophisticated forecasting/supply

chain

1970s 2014

Today Just-in-Time Manufacturing and Supply Chain methods are table stakes

Lower Cost

Better Quality

More Predictable

Learning From the Past:Just-in-Time Manufacturing

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Why Not Just-in-Time Resourcing®?

Lots of reasons its not common but does differ in each situation; in general:

More focus on project processes than on the underlying human capital required to implement the processes

Organizational silos in companies – those are ‘my’ resources

‘Our situation is unique – it can’t be done’

‘It’s impossible to forecast this stuff ’

But it can and is being done!

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Agenda

Resource Management Perspectives

Lessons Learned From Just-in-Time Manufacturing

Just-in-Time Resourcing®

Change Management Implications

Questions• Get the white paper: Just-in-Time Resourcing® - A Blueprint

for Putting the ‘Lean’ into Services Operations at planview.com/JITR

Quality processes / RM processes?

Dept. Led resource deployment

Manual or limited human capital automation

Add Next Gen RM processes

Centralized resource deployment

Semi-automated human capital deployment

Reactionary demand mgmt

Sophisticated forecasting/supply

chain

Start/stop recruiting and development

Fluid recruiting and development

Lower Cost

Better Quality

More Predictable

Where are you now? 2014+

Right Person • Right Place • Right Time

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Just-in-Time Resourcing® (JITR)Bringing Strong Process Discipline to RM

Skills Inventory

Staffing

Forecast-ing

Candidate Sourcing & Develop-

ment

Auto-mation

Tools e.g. PSA/PPM

Process Govern-

ance

GRM* Processes

Just-in-Time Resourcing® (JITR) is the capability to facilitate getting the Right person in the Right place at the Right time

o Characterizing Supply

o Resource Skills Inventory

o Process Staffing requests

o Characterizing Demand

o Forecasting future needs

o Managing Talent

o Candidate Sourcing & Development

o Enabling / Automating RM Processes

o Automation Infrastructure e.g. PSA/PPM

o Ensuring Compliance

o Process Governance

*Global Resource Management © 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Resource Attributes and Skills

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Just-in-Time Resourcing® (JITR)Bringing Strong Process Discipline to RM

Skills Inventory

Staffing

Forecast-ing

Candidate Sourcing & Develop-

ment

Auto-mation

Tools e.g. PSA/PPM

Process Govern-

ance

GRM* Processes

Just-in-Time Resourcing® (JITR) is the capability to facilitate getting the Right person in the Right place at the Right time

o Characterizing Supply

o Resource Skills Inventory

o Process Staffing requests

o Characterizing Demand

o Forecasting future needs

o Managing Talent

o Candidate Sourcing & Development

o Enabling / Automating RM Processes

o Automation Infrastructure e.g. PSA/PPM

o Ensuring Compliance

o Process Governance

*Global Resource Management © 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Unfulfilled Requirements

kraminiak
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See Planview Enterprise live. Register for a 30-minute demo at planview.com/srpdemo

Just-in-Time Resourcing® (JITR)Bringing Strong Process Discipline to RM

Skills Inventory

Staffing

Forecast-ing

Candidate Sourcing & Develop-

ment

Auto-mation

Tools e.g. PSA/PPM

Process Govern-

ance

GRM* Processes

Just-in-Time Resourcing® (JITR) is the capability to facilitate getting the Right person in the Right place at the Right time

o Characterizing Supply

o Resource Skills Inventory

o Process Staffing requests

o Characterizing Demand

o Forecasting future needs

o Managing Talent

o Candidate Sourcing & Development

o Enabling / Automating RM Processes

o Automation Infrastructure e.g. PSA/PPM

o Ensuring Compliance

o Process Governance

*Global Resource Management © 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Demand and Capacity Planning

kraminiak
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See Planview Enterprise live. Register for a 30-minute demo at planview.com/srpdemo

Just-in-Time Resourcing® (JITR)Bringing Strong Process Discipline to RM

Skills Inventory

Staffing

Forecast-ing

Candidate Sourcing & Develop-

ment

Auto-mation

Tools e.g. PSA/PPM

Process Govern-

ance

GRM* Processes

Just-in-Time Resourcing® (JITR) is the capability to facilitate getting the Right person in the Right place at the Right time

o Characterizing Supply

o Resource Skills Inventory

o Process Staffing requests

o Characterizing Demand

o Forecasting future needs

o Managing Talent

o Candidate Sourcing & Development

o Enabling / Automating RM Processes

o Automation Infrastructure e.g. PSA/PPM

o Ensuring Compliance

o Process Governance

*Global Resource Management © 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Resource Search

kraminiak
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See Planview Enterprise live. Register for a 30-minute demo at planview.com/srpdemo

Just-in-Time Resourcing® (JITR)Bringing Strong Process Discipline to RM

Skills Inventory

Staffing

Forecast-ing

Candidate Sourcing & Develop-

ment

Auto-mation

Tools e.g. PSA/PPM

Process Govern-

ance

GRM* Processes

Just-in-Time Resourcing® (JITR) is the capability to facilitate getting the Right person in the Right place at the Right time

o Characterizing Supply

o Resource Skills Inventory

o Process Staffing requests

o Characterizing Demand

o Forecasting future needs

o Managing Talent

o Candidate Sourcing & Development

o Enabling / Automating RM Processes

o Automation Infrastructure e.g. PSA/PPM

o Ensuring Compliance

o Process Governance

*Global Resource Management © 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Resource Assignment

kraminiak
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See Planview Enterprise live. Register for a 30-minute demo at planview.com/srpdemo

Just-in-Time Resourcing® (JITR)Bringing Strong Process Discipline to RM

Skills Inventory

Staffing

Forecast-ing

Candidate Sourcing & Develop-

ment

Auto-mation

Tools e.g. PSA/PPM

Process Govern-

ance

GRM* Processes

Just-in-Time Resourcing® (JITR) is the capability to facilitate getting the Right person in the Right place at the Right time

o Characterizing Supply

o Resource Skills Inventory

o Process Staffing requests

o Characterizing Demand

o Forecasting future needs

o Managing Talent

o Candidate Sourcing & Development

o Enabling / Automating RM Processes

o Automation Infrastructure e.g. PSA/PPM

o Ensuring Compliance

o Process Governance

*Global Resource Management © 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Workflow and Governance

kraminiak
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Key Benefits

Cost

Quality

Predictability

Improved utilization of on-board human capital Reduce hiring/related costs

Improved staffing alignment -- best resource(s) forthe job -- means:• Less rework• More on-time, on-budget projects

Greater automation and process drive improved consistency

… Better Results, Happier Customers

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Agenda

Resource Management Perspectives

Lessons Learned From Just-in-Time Manufacturing

Just-in-Time Resourcing®

Change Management Implications

Questions• Get the white paper: Just-in-Time Resourcing® - A Blueprint

for Putting the ‘Lean’ into Services Operations at planview.com/JITR

Change Management (CM) Implications

Don’t underestimate the need for CM

Breaking down the silos is always a challenge

Tops down support/education essential

PSA/PPM implementations and RM process change should be contemplated simultaneously

Build a complete CM plan and communicate expectations

Build and execute good governance processes

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

RTM ConsultingResource Management Solution Center

World Leader in Resource Management

RMaaS (Resource

Management as a Service)

Global Resource

Management Methodology

Resource Manager Sourcing

Certification Program -RMCP℠

Resource Management

Forum

Just-in-Time Resourcing®

Solutions

Consulting, Transformation

Services and Training

RMCP℠

Resource Center

Resource Management Institute Services and Solutions

© 2007- 2014 RTM Consulting, Inc. All Rights Reserved.

Agenda

Resource Management Perspectives

Lessons Learned From Just-in-Time Manufacturing

Just-in-Time Resourcing®

Change Management Implications

Questions

• Get the white paper: Just-in-Time Resourcing® - A Blueprint for Putting the ‘Lean’ into Services Operations at planview.com/JITR

Randy [email protected]@rtmconsulting.net

www.rtmconsulting.netwww.justintimeresourcing.com

Steve [email protected]

planview.complanview.com/Professional-Services

RTM Consulting

See Planview Enterprise in actionduring a 30-minute live online demonstration

Learn more and reserve a seat at planview.com/SRPdemo

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