1002 Cd Overview Presentation

ChangeDirector® UK LtdThe AtriumCurtis RoadDorkingSurrey RH4 1XATel. 01306-646470Fax [email protected]

©ChangeDirector UK Ltd 2002-2010

ChangeDirectorOverview Presentation

February 2010

©ChangeDirector UK Ltd 2002-2010Page 2

What is ChangeDirector?

ChangeDirector is a web based PPM tool that enables organisations to

govern portfolios of change investments thereby improving the

planning & execution of strategy and maximising the ROI.


Strategy Planning & Execution – A Macro View

Strategy planning and execution includes:– Optimising the portfolio

of change initiatives– The successful delivery

of change through projects & programmes

– The management of performance including KPIs and Risks

Maximising the Benefits of change in a connected way is critical

PeopleProcess

TechnologyInfrastructure

ProjectsProgrammesResources

Budgets

Strategy

ChangeImpacts

MeasuresKPIsRisks

Objectives

PortfoliosBenefits,

ValueRoI

Ops. / BAU Change


Context - Linking Strategic Planning to Execution

Defining Strategy

DeliveringCapability

Achieving Results

Portfolio & Benefits

Management

Strategy &Performance Management

Project &Programme Management

Closing the gap between strategy &

execution


The Change Lifecycle – Aligned with MSP/PRINCE2TM

Strategy & PerformanceManagement

Project & Programme

Management

Portfolio, Benefits, Resource & Cost

Management

Strategising

Measuring

Closing

Managing & Controlling

Initiating

Starting

Initiated Projects, Mobilised

Resources

Completed Products &

Deliverables

Approved Business

Cases

Forecast & Actual

Performance Gaps

Baseline Bus Plan, Project

Mandates

Acceptance & Handover

Delivery

Pre-Delivery

Post Delivery


Example Governance Report - Investment Appraisal

?High CostLow Value

PauseDecision

HoldDecision

Go Decision

s

AccelerateDecisions


The Potential to Maximise ROI is Huge

More & sustained benefits = 5% TPV

Better deliveryperformance &

productivity = 5% TPV

Greater visibilityof benefit plans & status

to the business= 10% TPV

ROI

Time

Better & more timely investment

decisions = 10% TPV

Huge Potential

Gains

TPV = Total Portfolio Value


ChangeDirector® v3.6 Solutions & Capabilities

Strategy & Governance

Portfolio Management

Benefits & Performance Management

Project & Programme Management

Cost & Resource

Management

Process Streamlining &

Automation

· Strategic alignment

· Strategy mapping· Investment

appraisal· What-If Analysis· Dependency

Management· Portfolio reporting

& dashboards · Value contribution

& ROI reports

· Measure & KPI reporting

· Structured & calculated measures

· Balanced scorecards· Benefit mapping· Cost benefit analysis· Business change

planning· Stakeholder

management & reporting

· Benefit tracking & reporting

· Project Mandates· Project planning &

initiation· Delivery & product

management· Risk & Issue

Management· Quality management· Project &

Programme reports & dashboards

· Self calibration· MS Excel & Word

integration· Workflow

management· Project & delivery

approvals· Quality gate

workflows· Escalations &

reminders· Automatic report

distribution

· Budget allocations & commitments

· Resource & cost estimating

· Load v capacity planning

· Work assignments & fulfilment

· Utilisation reporting

· Financial reporting & dashboards


Reference – Etihad Airways

Needed a world class solution for project portfolio & benefits management that covered the strategy planning & execution lifecycle

10 year investment portfolio of $200bn– Infrastructure projects – Aircraft, IT, Facilities, Airfield– Divisional projects – Operations, Cargo, HR, Marketing and Finance

Requirements for an integrated portfolio & benefits management solution– Investment appraisal– Electronic business cases– Approvals and reporting workflow– High quality governance reports & dashboards.


Reference - Medical Research Council

Background– 28 Programmes– >$1bn per annum investment– 304 Projects (thought only 200)

Requirement– No Existing Framework (a single spreadsheet)– Light Touch Project & Programme Reporting Tool– Resource Assignment & Utilisation Management– Programme & Portfolio Dashboards & Reports

Value– 10mins to get started for PM’s– Reports valued by governance teams– More time for value add reporting by PfO

“We are starting to get good insights to help optimise our Portfolio of investments” – Declan Mulkeen, Head of Research Programme Group


Reference – Friends Provident

Implemented ChangeDirector as a reporting and governance tool to keep track of projects & programmes.

This included – annual budget allocations & commitments– business case planning & reporting– financial benefit tracking– resource management– risk management– project & programme status reporting.

The software has helped to reduce bureaucracy and improve reporting & governance practices.


Case Example - UK Borders

Benefits Management

PoliceBorder &

ImmigrationAgency

HMRC

e-Borders PMO

UK Visas

OtherStakeholders

Phase 1 - Benefit Mapping Q1 08Phase 2 - Tracking & Reporting Q3 08Phase 3 – UAT & Parallel run Q4 08Phase 4 – Go live Q1 2009

“Accenture is delighted that it selected the ChangeDirector software to support the delivery of Benefits Realisation activities on the e-Borders Programme for the UK Border Agency”

Rob Gibbs, Accenture MD,Management ConsultingPublic Service Europe, Africa and Latin America


Partner Ecosystem


Testimonials

“ChangeDirector is a portfolio management tool that has programme management and project management functionality. In my view, organisations that use ChangeDirector not only gain a short cut to P3M3 maturity but also do so in an optimal way.” – Andy Murray – Lead Author PRINCE2

“Accenture is delighted that it selected the ChangeDirector software to support the delivery of benefits realisation activities on the e-Borders programme for the UK Border Agency. We selected the tool as best of breed and have been delighted with its ability to fit with the specific requirements of this programme.”– Rob Gibbs, Managing Director – Accenture Management Consulting, Public

Service Europe, Africa and Latin America


Suggested next steps…

Contact us on +44 (0)1306 646475 for more informationEnquire about a “Proof of Value” assignment.Request a WebEx demonstrationRequest a meeting with us


Portfolio - Strategy Mapping


Portfolio – Investment Appraisal


Project - Benefit Dependency Map

Benefit maps are used to understand cause and effect relationships from technical enablers, the business changes required through to the achievement of benefits and ultimate objectives

Used in workshops with key stakeholders this format helps to clarify the key measures of success and ensure alignment of delivery to project objectives

Maps are created in MS Visio and uploaded to the database.

Map objects are stored in the database and linked to views / reports


Cost benefit analysis is handled in ChangeDirector with items linked directly to organisational measures. This means that instead of a ‘static / paper’ business case the profiles can be monitored (forecast and actual) against the business case baseline.Additional reports can also be produced across the portfolio or programme or viewed by organisational stakeholder to ensure accountability for benefits is establishedSensitivity analysis could be performed and discount factors changed per project

Project - Business Cases


Resource Loading

Resource loading v capacity shows commitments and requirements against resource capacity to give an overload viewEnables resource areas to challenge demand and force priorities from the businessIf priorities are not challenged there is a risk of quality issues or delivery failures


Project - Delivery Dashboards (PDF or MS Word)

By using an integrated repository with key project data maintained (e.g. costs, benefits, RAG, milestones, quality gates, risks and issues) summary reports are a by productChangeDirector supports a unique reporting layout where high quality report formats are compiled using a range of pre-configured and user designed sectionsThese can be generated in PDF or MS Word format and circulated through workflow if required.


Project - Benefits Tracking & Reporting

Project benefit monitoring at a project level (or others) can be generated using trajectory plots taken from financial and non financial benefit profiles

Red Amber Green could be reported using tolerances against target

Feeds from operational systems are also possible via a simple Excel upload on a list or via XML


Portfolio - Summary Financial Analysis

The view opposite shows a summary of all business case data at the portfolio levelExecutives appreciate the combination of graphical, tabular and list formats


Portfolio - Value Contribution Status

The contribution of project benefits can be shown against organisational KPIs, Measures and ObjectivesThis highlights critical benefits and exceptions for management attention


Online Report, Form & Terminology Calibration

Documents

1002 Cd Overview Presentation