1

SaaS Portfolio Jonathan Allmen

2

Table of Contents

Sample Portfolio

ClientsDashboardsTimelineVisualizationResource ManagementProject PlanProject CalculatorsWork BreakdownDocumentationBrainstormingMethodologiesInfluenceRelationshipsTools, People, ProcessMotivation vs. Demotivation

3

Clients

4

Dashboard – Example 1

5

Dashboard – Example 2

6

Timeline

7

Visualization – Example 1

8

Visualization – Example 2

9

Visualization – Example 3

10

Visualization – Example 4

11

Resource Management

12

Project Plan with Critical Path

13

Critical Path Date Calculator

14

Business Process Estimation Calculator

15

Operations Model Calculator

16

Work Breakdown

17

ITIL & PMI Documentation Structure Samples

18

Brainstorming Session

19

Methodologies

20

Influence

Ways to Influence

• RECIPROCITY: Ask for more then you need and then negotiate a lower requirement acceptable to the other party.

• LINKING: Proximity is important – get closer to the other party, attend one on one’s and use the phone instead of email.

• COMMITMENT: Have voluntary sign-ups for tasks. Also involve team members in project plan drafts.

• SOCIAL PROOF: Mimic the behavior of others. Try to gain someone’s agreement and then ask them to state their opinion in a meeting, as

this is a form of social proof.

21

Relationships

22

Tools, People, Process& Projects, Programs, Portfolio

23

Motivation vs. Demotivation Factors

Motivation Factors• Select Wisely• Manage meaning• Communicate significance• Engender interdependence• Control resource availability• Projectize: have a clear start

and end

Demotivation Factors

• Exclusion from decision making• Inconsistency• Excessive monitoring• Focus on tasks, not goals• Unqualified evaluation• Misaligned external motivators• Artificial deadlines• Organizational disinterest• Team without skills