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Presenter at HP Software Universe 2010 in Washington DC
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1 ©2010 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice
Affinion Group: increasing ROI by extending HP Project and Portfolio Management Center across all business units
Affinion Group – Patrick Figliola
Results Positive – Jon Furner, President
2
Company Background
Affinion Group enhances the value of its partners’ customer relationships by
developing and marketing loyalty solutions. Leveraging its expertise in customer
engagement, product development and targeted marketing, Affinion provides
programs in subscription-based lifestyle services, personal protection, insurance
and other areas to help generate increased customer loyalty and significant
incremental revenue for more its 5,500 marketing partners worldwide.
Affinion Group has more than 35 years experience and revenues of more than
$1.3 billion.
Key accomplishments include:
160 million consumers worldwide
Over 800 million direct marketing pieces mailed annually
87,000 marketing campaigns conducted over the last decade
80 million telemarketing contacts annually
Multiple industry experience including financial, retail, travel, entertainment, e-
commerce and direct response TV
3
The Opportunity
Background
The integration of multiple businesses through mergers and
integrations left Affinion Group with multiple business units
using a variety of different PMO tools and processes
Our strategy implemented a standard set of processes and tools
in one business unit first, Affinion Loyalty Group
Opportunity – Goal & Objective
Improve visibility on a global basis by implementing
standardized dashboards and reporting tools
Centralize and standardize PMO processes and tools across
multiple business units
Enforcing core set of Project, Resource, and Financial
performance metrics and associated dashboards and reports
44
Phase 1 – Demand Management
Activation of project proposal and planning processes within PPM
Phase 2 - Resource, Project & Program Management
Resource capacity, availability, planning and work assignment processes within solution
Project management processes aligned with Systems Delivery Methodology (SDM) within solution
Resource time expenditure processes within solution
Interface with Lawson – Financial Reporting Solution
Phase 3 - Financial Management
Activation of standard method of project, program and portfolio budgeting and financial reporting in solution
Interfaces/Integrations
PMO Cross Business Unit Road Map
5
Phased Implementation Approach
Phase 1 Phase 2 Phase 3
PPM: Management, Measurements, Compliance, and Process Automation
Scope
Analytics
& Metrics
Resu
ltsP
ositiv
e P
PM
Rap
id S
tart
• CAPEX Proposals
• Automated Process
• Prioritization
• Role Capture
• Estimation
• High Level
Monitoring
• Proposal Cycle
Timing
• Stage Gate Analysis
• Reporting Needs
• Role Capture
• ROM/Budgeting
• Workflow Metrics
• Portfolio Visibility
(Proposals)
• CAPEX Proposals
• CAPEX Projects
• SDM Integration
• Resource Mgmt
• Project Financial Mgmt
• High Level What-If Analysis
• All Proposals
(CAPEX & Expense)
• All Projects
(CAPEX & Expense)
• Program Mgmt
• Assets
• Portfolio Financial Mgmt
• Detailed What-If Analysis
• Proposal Cycle Timing
• Project
Execution/Delivery
• Project Costs
• Portfolio Visibility
(Proposals & Projects)
• Resource Capacity
Planning
• Portfolio Level Decision-
Making
• SLA Baselining
• Program Capture &
Monitoring
• Resource Leveling
• Asset Costs
• Multiple Portfolios
for Detailed What-If
Analysis
6
Phase I - Opportunities
Centralize and Standardize PMO / PPM Solutions across BU’s
ResultsPositive PPM Rapid Start Implementation Standardize PMO / project proposal lifecycle across all
business units Implement PPM across all business units
Standardized Proposal prioritization and approval Established standard set of prioritization criteria across
business units Consistent and repeatable proposal development and
approval process
Cross business unit visibility Portfolio visibility of project proposals across business
units Usage of initial set of role-based dashboards
7
Portfolio Management
Performance Measurement & Reporting
Phase I Solution Overview: Portfolio Management
Review prioritized capital and
expenseproposals
Approve projects based on benefits and budget and
resource availability
Present prioritized project
proposals
PMO Office
Investment Review Committee
Analyze and rank proposals by value
and risk ratings
8
Phase I - Benefits
Centralize and Standardize PMO / PPM Solutions across BU’s
Improve speed to market delivery of projects and programs
Standardization and streamlining of project and portfolio management
processes
Enhanced alignment of projects and programs with strategic initiatives
Increased visibility of all projects across the Enterprise Portfolio, which
leads to identification of synergistic opportunities as well as cross
project interdependencies
Single source of project and portfolio information across the
Enterprise associated with the implementation HP PPM across all
business units
9
Phase II – Opportunities
1. Leverage existing configuration settings from Loyalty for Project,
Program and Portfolio Management
2. Enterprise resource staffing capability
3. Enterprise project information repository
4. Retirement of E-Time
5. Migration from spreadsheet based controls and processes
6. Self Service Portfolio, Program and/or Project reporting capabilities
7. Leverage existing Loyalty training and reference documentation
10
Phase II PMO Self Service Reporting Solutions
Goals & Objectives
Establish core Project Performance Measurements & Reporting
across BU’s
Project Performance Measurement Definitions
Design PPM role-based Dashboards, Portlets, & Reports
Configure PPM Performance Measurement Reporting Solutions Project Performance Dashboards, Portlets, Reports Resource Mgt Performance Dashboards, Portlets, Reports Finance Mgt Performance Dashboards, Portlets, Reports Time Mgt Performance Dashboards, Portlets, Reports
Roll-out Project Performance Reporting Solutions
11
Project Management
Performance Measurement Reporting
Phase II Solution Overview: Project & Time Management
Manage resource capacity and project
allocations
Manage project escalations as needed
Manage project budgets – labor and
non labor
Business Area / Resource Pool Managers
Manage resource requests and assigned
resources
Manage project plans and tasks
Manage project controls (i.e. issues, risks, change
requests)
Program / Project Mgr
Track and report time on project tasks and requests
12
Phase II - Benefits
1. Resource availability, capacity and what-if capability provides ‘missing link’ in Annual / Quarterly / Monthly Project planning and Steering Committee prioritization.
Alignment of IT organization with business
2. Intrinsic/automated link between Projects, Resources and Time for financial tracking and reporting
Strong resource and financial control within Time Management down to the Project task level
3. Real-time access to enterprise wide program and project performance metrics
4. Elimination of manual forms and process steps within the Project Management will:
Improve timely submission of required documents
Enable Project Managers to focus more of their time collaborating with their business counterparts on programs and strategic planning not administrative updates
Meet Project Manager needs for automated Project, Resource and Time Management tools
13
Phase II – Benefits Continued
5. More rapid identification of poorly performing and under-performing projects Automated calculation of Schedule Performance Index Automated calculation of Cost Performance Index
6. Consistent project portfolio evaluation criteria based on standard, global
processes
7. Centralized repository for all project administration will provide a single
point of access to all requests, projects and project information.
8. Provides Program Manager visibility to current, proposed and completed
projects within one view.
14
Self Service Performance Measurement Reporting
Project1
Project2
Project 3
Project4
Project5
Project6
Project7
Project Mgr1
Project Mgr2
Project Mg3
Project Mgr4
Project Mgr5
Project Mgr6
Project Mgr7
Project1
Project2
Project 3
Project4
Project5
Project6
Project7
Project Mgr1
Project Mgr2
Project Mg3
Project Mgr4
Project Mgr5
Project Mgr6
Project Mgr7
15
Project Proposal and Lifecycle Process Reporting
Proposal1
Proposal2
Proposal3
Proposal4
Proposal5
Proposal6
Proposal7
Project Mg1
Project Mgr2
Project Mgr3
Project Mgr4
Project Mgr5
Project Mgr6
Project Mgr7
Project Mgr 8
16
Project & Portfolio Management Road Map
Phase 1
Proposal, & Project
Forms & Workflows
PPM Rapid Start
6 to 12 weeks
Dashboard Reporting
Phase II
Phase III
Project Management
Portfolio Management
PPM Integrations
Enhanced Dashboard Reporting
Enhanced Portfolio & Project Mgt
Stabilization
Period
Baselines &
Organization
al Change &
Adoption
Stabilization
Period
Baselines &
Organizational
Change &
Adoption
Approximately
16 months
To Be
Determined8 months To Be Determined
Org. Change Initiatives – Methods, Processes, Tools, Metrics, Comm., Training.
Resource Management
Time Management
Enhanced Dashboard
Reporting
Program Management
Issue & Change Mgt
Forms & Workflows
PPM Interfaces
Initial
PPM
BU
PPM Roll-out across all
Business Units
17
PPM Implementation Approach
17
• Organizational Change Program
• Process and product training courses and training materials
• Why change communications, FAQ’s, & Quick Reference Cards
Organizational Change
• Simple best practice solutions
• Rapid Start implementation approach
• Senior leadership involvement and sponsorship
PPM Implementation
Best Practices
• Project & Portfolio Management Rapid Start Approach
• Implementation Toolkit / Questionnaires
• Proposal & Project Templates (Form / Workflow)
• End User Training Materials
ResultsPositive
PPM Rapid Start Solutions
18
Lessons Learned / Best Practices
Senior Management directive to keep uniform PPM processes across BU’s.
Align the initial Business Unit PPM solution to leverage initial investments
and establish common project lifecycle processes
Get Project Managers on-board with the processes and solution – which was
key for adoption
Keep the solution simple
Regular communications across business units
Ongoing weekly Project Team Led Question and Answer sessions
Extensive Project Team Led 8 week Training Program to facilitate adoption
of processes and PPM
Weekly Resource and Time Management Sessions
Semi-Weekly Project Management Sessions
19
Contact Information
Patrick Figliola, PMP, PMO Director,
Affinion Group Phone: 203 956 8779 Email: [email protected]
Jon Furner, President, ResultsPositive Phone: 480 – 415 – 6419
Email: [email protected]
20
QUESTIONS?
21 ©2010 Hewlett-Packard Development Company, L.P.
To learn more on this topic, and to connect with your peers after
the conference, visit the HP Software Solutions Community:
www.hp.com/go/swcommunity
22