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johncachat@hotmail.com www.peproso.com
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11
Improve your Project Success The Role of Technology
John M. Cachatwww.johncachat.com
Copyright 2009 – Cachat & Associates
People, Process, and then Technology
2
Today’s Message
2 Copyright 2009 – Cachat & Associates
Technology
ProcessPeople
Do not even think about software until your people are trained and they have a defined process.
3
2010 – Goals and Related Projects
� Increase this (sales, margins, etc)� Decrease this (processing times, costs, etc)
� Goals need to relate directly to projects� Projects need to track areas that cause the
goal to be achieved
3
4
Project Metrics
� Example - Increase Sales by 30%– Increase qualified leads by 200%– Decrease sales cycle time by 50%
– Improve Win / Loss ratio by 30%
� Decrease Processing Time (pick any form)– Increase # of Submittals by 30%– Reduce overall processing time by 50%
– Reduce approval time by 80%
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5
Project Complexity
� People� Process� Technology
5Copyright 2009 – Cachat & Associates
Company Size
Com
plex
ity
Project Scope or SizeParticipants Skills
Pro
babi
lity
of S
ucce
ss
Com
plex
ity
6
People & Probability of Success
Trust
Ownership
Passion
7
People Make it Happen
� Creating a team vision and success criteria � Analyzing the team environment & priorities
Open Communication
Feedback &
Recognition
Personal
Development
Behaviors
Timely Response
Life Balance
Involvement In
Decisions
Provide Tools For Success
Power of Teams
Accountability
Responsibility
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Process of Project Management(Simple to Very Complex)
� Project portfolio (or list of possible projects)� Project selection� Project approval (time and resources)� Planning and reporting� Troubled project recovery or shutdown� Project closure� Change of scope� Evaluating communication methods
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Project Execution – Do It
� Talk to people� Collect data� Study / design a new process� Prototype – try it� Implement� Review and improve� Report & final presentation
9 Copyright 2009 – Cachat & Associates
Benchmark – ASQ International Team Excellence Award(www.asq.org)
10
Project Tracking
� Name or ID� Description� Links to this goal / objective� Expected results� Person responsible� Team members� Status / priority� Meetings and action items
10 Copyright 2009 – Cachat & Associates
11
Study/ Design New Process
11 Copyright 2009 – Cachat & Associates
What you think it is
What it actually is
What it should be
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Technology Selection
� Depends on the people and process– MS Excel– MS Project
– MS SharePoint
– COTS
– Custom Development
– Rapid Application Framework
� Universal Considerations– Single User or Company Tool?
– Access and Reporting Requirements
– Security Requirements
– Project Management and /or Project Execution?
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Implementing Process Improvement
� Rapid Application Development Framework– Web Forms– User Interface – including email
– Security
– Workflow – automate the process
– Reporting
– Business Logic– Integration with other databases / software
Tools exist today that allow non-programmers to cre ate tools to implement process improvement
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Rapid Application Development Framework
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What Do You Want Yours To Look Like?
Your Project Tracker
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Web Forms
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Powerful Workflow
Completed
Not Started In Progress On Hold
Overdue Canceled
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Powerful Reporting
19
Today’s Message
19 Copyright 2009 – Cachat & Associates
Technology
ProcessPeople
Do not even think about software until your people are trained and they have a defined process.
2020
Improve your Project Success The Role of Technology
John M. Cachatwww.johncachat.com
Copyright 2009 – Cachat & Associates
People, Process, and then Technology
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