3. Have You Ever Been surprised by something of significance?
Received inconsistent information? Been told everything is OK only
to find out later otherwise?How do you know if you will be
successful?
4. Background Story Answered Yes to these questions Need We
were beginning to make mistakes Quickly needed to get a
communications, visibility, and enforcement system in place
Solution This led us to create a system for projects APO (Automated
Project Office) Implemented APO internally Commercialization Rolled
out APO Created ITBuzz (Saw need for this beyond projects)
5. Discover Know what was in needVisibility of attention
Control Apply the knowledge of your best people Optimization All
activities visible in a central repositoryAre Always Occurring!
Have the data needed to make decisions
6. What is ? Seven Domains Portfolio Service Management
Delivery IT Service HealthCheck Management Automated Project Office
Process Capability Issue Resolution ManagementImprovement
Management Results Management Powered by
7. What is ? Portfolio Management Aligning Proposal Submission
Portfolio Proposal Validation Management IT HealthCheck Portfolio
Balancing Service Monitoring Environment Monitoring Delivery
Portfolio Monitoring Service Management Automated Project Office
ProcessImprovement Capability Management Issue Resolution
Management Results Powered by Management
8. What is ? Portfolio Management IT HealthCheck Service
Delivery Service Automated Management Project Office Automated
Project Predictive Analytics Office Scorecard Process Earned Value
Stage GateImprovement Capability Management Issue Resolution
Management Results Powered by Management
9. What is ? Portfolio Management IT HealthCheck Service
Service Management Delivery Service Management Problem Management
Customer Satisfaction Ops Management Automated Project Business
Alignment Office ProcessImprovement Capability Management Issue
Resolution Management Results Powered by Management
10. What is ? Portfolio Management IT HealthCheck Service
Delivery Service Management Automated Project Office
ProcessImprovement Capability Results Management Management Issue
Resolution Project Scoring Management Personnel Scoring Results
Process Scoring Management Powered by
11. What is ? Portfolio Management IT HealthCheck Service
Delivery Service Management Automated Project Office Process
CapabilityImprovement Capability ManagementManagement Issue
Personnel Development Resolution Process Conformance Management
Results Powered by Management
12. What is ? Portfolio IT Management IT HealthCheck
HealthCheck Service Review of IT Operations Delivery Review of IT
Practices Service Management Automated Project Office
ProcessImprovement Capability Management Issue Resolution
Management Results Powered by Management
13. What is ? Portfolio Management IT HealthCheck Service
Delivery Service Management Automated Project Office Process
IssueImprovement Capability Resolution Management Management Issue
Resolution Management Log, Assign, Resolve issue Results Set
priorities Powered by Management Notifications
14. What is ? * Portfolio * Management IT HealthCheck Service
Delivery Service Management Automated * Project Office
ProcessImprovement Capability Management Issue * Resolution
Management Results Powered by * Management Available Today !
15. What is ? Click to Launch Portfolio Management IT
HealthCheck Service Delivery Service Management Automated Project
Office ProcessImprovement Capability Management Issue Resolution
Management Results Powered by Management
16. PricingCAI provides Advanced Management Insight (AMI) as a
hosted software as a service(SaaS) offering. AMI is a framework for
enabling AMI Apps. Licensing is as follows: AMI Framework AMI
License Monthly Fee License fee based AMI Framework (Up to 10 Named
Users) $4,000 upon the number of AMI Framework Expansion Blocks
(Each additional group of 10 Named Users) $3,000 Named Users
Enterprise (Over 100 Named Users, not to exceed 1 ,000 Named Users)
$42,000 Monthly Fee License fee based upon installed Apps App Gold
Platinum Enterprise $1,000 $2,000 $3,000 APO / Project Management
(up to 100 (up to 500 (up to 1,000 active projects) active
projects) active projects) $1,000 $2,000 $3,000 Portfolio
Management (up to 100 (up to 500 (up to 1,000 active proposals)
active proposals) active proposals) Issues Management $200 IT
HealthCheck $50 Service Management Coming Soon Practice Management
Coming Soon Results Management Coming Soon Advanced Supply Chain
Insight $1,000 Price is effective through December 31, 2011Rev 1.0
2011-09-09
17. By The Numbers Improve productivity by up to 30% Reduce
rework by up to 40% Cut status reporting effort by up to 2 hours
per person/week Cut analysis and reporting by up to 10 hours per
project manager/week Rapid implementation Pre-configured best
practices Out-of-box in 30 days or lessFor less than the cost of
a
18. Rapid Implementation Out of the Box Tailored Discovery Day
1 Day 2 Define assessments, Review KPIs & Recipients Day 2 Day
4 Configure and Setup Day 3 Day 22 Training Day 4 Day 23 User
Acceptance Period Day 5-9 Day 24-29 First Production Use Day 10 Day
30 Implementation Complete Day 10 Day 30 Collect person Day 4 Admin
training Day 8 Configure & project data Assign persons security
Define Org Import to Schedule UAT collected projects/roles
assessments data Day 1 Day 6 Day 10 Custom implementations may take
longer Actual elapsed time for implementation depends on
availability of clients Subject Matter Experts (SME) and other
resources.
19. Summary Benefits Expert Knowledge Early operational insight
to Repository enable risk mitigation Intellectual system designed
Effective control and by industry experts governance IT Best
Practices Use of best practices Affordable, Easy Install Software
as a Service (Saas) Immediate implementation: No Hardware, No
Programming
20. For More Information These days the buzz is all about
optimizing your organizations focus and direction. Dave Smith
ITBuzz Product Manager Computer Aid, Inc. [email protected] P:
610.530.5047 | C: 610.462.3645 www.CAIBuzz.com
21. The ITBuzz Solution Center Client retention Services /
support Operations Keep Close Negotiate Present Solution Acquire
Sales Support Get briefing Qualify Engage Question / Listen Value
pitch / Weekly webinars potential ROI Presentations Get next call
Initial contact Prospect Cold callRev 1.0 2011-09-09
22. See it in actionLEARN ABOUT AMI
23. No programming Quickly configured Optimization Role based
data collection & analysis Flexible licensing Zero footprint
SaaS
24. Constant stream of quantitative data with subjective team
feedback Open visibility into statusIdentify risks, off track
AMIactivities and best practice Operationalcompliance Information
Integration SystemBest practices, KPIs, standardprocesses and
management Expert Analysis andexpertise Knowledge Presentation
System System Comprehensive Data Repository Repository of all
historical System data, findings, and analysis
25. ITBuzz Suite Client Specific SolutionsAMIApp Capability
Buzz IT HealthCheck Portfolio Buzz Advanced Management Insight
(AMI) Service Buzz Tracer PortalStore Wellness AMI Q&A
Knowledge Data Control ASCI APOFrame Engine & Dashboard
Repository Feeds Room work Scheduler Application Authoring
26. Questions? Click to Return
www.AdvancedManagementInsight.com
27. Introducing APO Goal: To provide insight into a projects
health allowing for early risk identification from the viewpoint of
a project manager. To ensure necessary corrective actions are taken
at an early stage from the viewpoint of the management office.
28. What Does APO Do? Visibility See needed project information
View performance outcomes AND participant feedback on key
conditions Control Reinforce expected behaviors Monitor exceptions
to expected behaviors (procedures, processes, interactions)
Optimization Identify conditions that impact Incorporate
productivity improvements into future planningProject Success Made
Easier!
29. APO Predictive Measures Predictive measures of project
success RPL Rework Prevention Level SMART Clarity of Task
Assignments (Specific, Measurable, Accountable, Relevant, Timely)
PAL Process Adherence Level SMPL Senior Management Participation
Level Based on published IT industry studies of project performance
research Leon Kappelman Mary Sumner Robert Glass Mark Keil
33. Proposal Submission A proposed Project Name Estimated Cost
(Build & Maintain) Estimated Benefit (Financial) Business
Alignment Risks and Rewards
34. Preliminary Estimates Estimated Build Cost ($) Estimated
Life (yrs.) Estimate Support Cost ($/yr.) Eliminated Costs ($/yr.)
Estimate Revenue Stream ($/yr.) Estimated Value ($/yr.)
35. Business Alignment Business Imperative100 1 Business
Imperative100 2 Business Imperative80 3 Project75 Business
Imperative Proposal 4 Business Imperative60 5 Business Imperative40
6
36. Proposal Validation Dont have this Experts Dont have this
Proposal Questionnaires Need to be able to consume their responses
in the AMI dashboard Reward ResponsesExpected Value Brand Image
Risk Political Risk Technology Risk Cost Financial Risk Benefits
Validation
37. Proposal Validation Show charts in the system Live
demo
38. Refine the Estimates Focus now is on Build Cost o
Hours/Role
40. Portfolio Selection What is our Goal? Maximize ROI?
Minimize Risk? Maximize Business Alignment? Some combination? What
are the constraints? People Skills Infrastructure Money
42. Portfolio Selection Achieving Balance Show charts in the
system Live demo Investment by Business Unit 1400 Thousands Shows
the distribution of IT investment 1200 across Business Units
compared with the requested investment 1000 800 600 400 200 0
43. Portfolio Selection Achieving Balance Show charts in the
system Live demo
44. Portfolio Selection Balanced Solution Show charts in the
system Live demo Resource Loading 14000 12000 10000 8000 Overload
6000 Load Capacity 4000 2000 0 C# Dev BA Arch Proj Mgr Tester Tech
Wtr VB Dev DBA Web Dev Trainer
47. Monitoring The companys strategic goals are changing
48. Project Monitoring Business Imperative100 1 Business
Imperative100 2 Project Supports Ahead of Business Imperative
schedule80 3 Under budget Full scope Business Imperative75 4 Defect
free Portfolio Managem Business Imperative Use one from ent60 5
beginning of Service this deck Managem ent Business Imperative
Automated Project40 6 Office Capability Managem ent Results Managem
ent
49. Summary Aligning Proposal Focus Due Diligence on Proposals
Balance Project Mix Resource Planning
50. Summary Monitoring Project Focus Alerts for Out-of-bounds
Projects Ongoing Business Alignment Resource Balancing
51. Questions? Click to Return www.CAIBuzz.com
52. What I Want To Talk To YouAbout Today What Is an IT Health
Check? Why Do You Need one? What Is The Value of an IT Health
Check? What Does It Look Like? How Do You Get One? 65 Computer Aid,
Inc. 2011 . All rights reserved.
53. What is an IT Health Check? Review of IT Operations and
Practices Determine current health of the IT organization Identify
risk areas Identify current problems and root causes Identify
potential areas of improvement Assess key IT organization aspects
Stability, Availability, Capacity Alignment with Business Best
Practice Adherence Staffing skills, availability, morale, turnover,
etc. Project Delivery Effectiveness Financial Management Computer
Aid, Inc. 2011 . All rights reserved. 66
54. Why Do You Need One? A Sick IT Function can cause: Lost
Records Computer Users Manually Re-Creating Data Business
Interruptions due to power failure, hardware or software failures,
human error or telecommunications failure Failure to Address
Serious Issues leads to: Negative Financial Impact Damaged
Reputation and Brand Loss of Market Share Security Breaches Legal
Exposure Business Failure Computer Aid, Inc. 2011 . All rights
reserved. 67
55. Value of IT Health CheckEnable alignment of IT and business
objectives.Drive IT organizations ability to perform at the level
determined by industry benchmark for IT performance.Reduce
operating costs.Increase overall effectiveness.Reduce risks.
Computer Aid, Inc. 2011 . All rights reserved. 68
56. What Does It Look Like? Periodic Assessment of 10 Key Areas
Management Dashboard with Drill Down Comparative Health Status
Across Groups Within the IT Organization Application Portfolio
Status Period by Period Health Comparison 69 Computer Aid, Inc.
2011 . All rights reserved.
57. Automated IT Health Check Assessment Categories Assessment
Roles Eleven categories, Nine roles, including: including: IT
Executive Overall IT Line Mgmt Process Infrastructure Critical
Knowledge Customer Staff Governance Customer Executive Financial
Application Support Alignment Development Applications Project
Management Infrastructure Quality Assurance Data Human Resources
Business Continuity Computer Aid, Inc. 2011 . All rights
reserved.
58. IT Health Check Example 71 Computer Aid, Inc. 2011 . All
rights reserved.
59. IT HealthCheck Example 1. All key areas are in the
red(problem) area except process and financials. 2. Trends are flat
to negative over the past two reporting periods except for
Financials, Infrastructure, Applications, Utilization and HR and
Staffing. 72 Computer Aid, Inc. 2011 . All rights reserved.
60. IT HealthCheck Example Suggested Actions: 1. Drill into all
red(problem) areas. 2. Determine root cause of problems. 3.
Implement correction plan. 4. For negative trend categories, drill
down to determine root causes. 5. Decide whether remedial 1. All
key areas are in the red(problem) area except process and action is
required. financials. 6. If remedial action is 2. Trends are flat
to negative over the past two reporting periods required, add to
correction except for Financials, Infrastructure, Applications,
Utilization and plan. HR and Staffing. 7. Perform monthly health
check assessment to monitor progress. 73 Computer Aid, Inc. 2011 .
All rights reserved.
61. Process Details Computer Aid, Inc. 2011 . All rights
reserved.
62. Process Details 1. Drill down shows the current overall
process score and the scores for prioritization, change management,
release management, problem management, work management and quality
assurance processes. 2. All process scores are in the green range,
but the trend for the Process area is negative over the past two
reporting periods. Computer Aid, Inc. 2011 . All rights
reserved.
63. Process Details Suggested Actions: 1. For negative trend
categories, drill down to determine root causes. 2. Determine root
cause of negative trends. 3. Implement correction plan. 4. Perform
monthly health check assessment to monitor progress. 1. Drill down
shows the current overall process score and the scores for
prioritization, change management, release management, problem
management, work management and quality assurance processes. 2. All
process scores are in the green range, but the trend for the
Process area is negative over the past two reporting periods.
Computer Aid, Inc. 2011 . All rights reserved.
64. Process Details 1. The Drill Down page includes key
questions, and their responses. 2. Question response data shown on
the details page shows the people who have responded , the question
responses and the answer distribution. Computer Aid, Inc. 2011 .
All rights reserved.
65. Process Details 1. The Drill Down page includes key
questions, and their responses. Suggested Actions: 2. Question
response data shown on the details page shows the 1. For negative
responses, meet people who have responded , the question responses
and the with respondents to discuss. answer distribution. 2.
Provide additional education as needed. 3. Perform monthly health
check assessment to monitor progress. 4. If improvement does not
occur, consider additional education or staffing actions as
appropriate. Computer Aid, Inc. 2011 . All rights reserved.
66. Application Status Computer Aid, Inc. 2011 . All rights
reserved.
67. Application Status 1. The top portion of the application
dashboard provides an overview of the overall application status.
2. Detailed application data provided includes a profile of the
application portfolio, including the application name, owning
organization, business function supported, application portfolio
information, application stability and availability, functionality
overlap application effectiveness, user satisfaction and whether
the application is package software or home-grown.. Computer Aid,
Inc. 2011 . All rights reserved.
68. Application Status Suggested Actions: 1. Drill into all
red(problem) areas. 2. Determine root cause of problems. 3.
Implement correction plan. 4. Correct stability and availability
issues immediately. 5. For application overlaps, perform
comparative analysis, and consolidate redundant 1. The top portion
of the application dashboard provides an overview functionality
into single of the overall application status. application where
appropriate. 2. Detailed application data provided includes a
profile of the 6. For applications with yellow or application
portfolio, including the application name, owning red customer
satisfaction organization, business function supported, application
portfolio levels, determine root cause. information, application
stability and availability, functionality 7. Add steps to
correction plan overlap application effectiveness, user
satisfaction and whether as appropriate. the application is package
software or home-grown.. 8. Perform monthly health check assessment
to monitor progress. Computer Aid, Inc. 2011 . All rights
reserved.
69. Critical Knowledge, Governance, Financial, HR Computer Aid,
Inc. 2011 . All rights reserved.
70. Critical Knowledge, Governance, Financial, HR 1. For
Critical Knowledge, there is an overall score, as well as scores
for Knowledge Inventory, Knowledge Risk, and Knowledge Retention.
2. For Financial, there is an overall score and a Financial Actual
Score and a Financial Alignment score. 3. For Governance, there is
an overall score, as well as scores for Business Alignment,
Governance Structure, and Governance Effectiveness. Suggested
Actions: 4. For HR and Staffing, there is an overall score, as 1.
Drill down into problem(red) well as scores for HR Skills, HR areas
and determine exposure Effectiveness, Morale, Turnover, Application
to loss of critical knowledge. Staffing, and Capacity Planning. 2.
Implement knowledge capture 5. A comparison of Critical program to
capture critical Knowledge, Governance, and Financial Status and
knowledge. Human Resources and Staffing by Organization is 3. Cross
train staff as needed to provided. retain critical knowledge. 4.
For Governance, Financial, HR problem (red) areas, drill down to
root causes. 5. Implement correction plan. 6. Perform monthly
health check assessment to monitor progress. 83 Computer Aid, Inc.
2011 . All rights reserved.
71. Infrastructure, Data and Process Computer Aid, Inc. 2011 .
All rights reserved.
72. Infrastructure, Data and Process 1. For Infrastructure,
there is an overall score. 2. For Overall IT Processes, there is an
overall score as well as scores for Prioritization, Change
Management, Release Management, Problem Management, Work Management
and Quality Assurance. 3. A comparison of Infrastructure and Data
and Overall IT Processes by Organization is provided. Computer Aid,
Inc. 2011 . All rights reserved.
73. Infrastructure, Data and Process 1. For Infrastructure,
there is an overall score. 2. For Overall IT Processes, there is an
overall score as well as scores for Prioritization, Change
Management, Release Management, Problem Management, Work Management
and Quality Assurance. 3. A comparison of Infrastructure and Data
and Overall IT Processes by Organization is provided. Suggested
Actions: 1. Drill into all red(problem) areas. 2. Determine root
cause of problems. 3. Implement correction plan. 4. Correct
stability and availability issues immediately. 5. Perform monthly
health check assessment to monitor progress. Computer Aid, Inc.
2011 . All rights reserved.
74. How Do You Get One?Go to www.CAIBuzz.com and click on the
Contact Us button to get more information or to sign-up!The ITBuzz
team is ready to help! 87
75. Questions? Click to Return www.CAIBuzz.com
76. Issue Management GoalEnsure commitments are upheld To
ensure, follow up, track and manage commitments are being upheld
between team members within acceptable timeframe from the viewpoint
of the project manager .Oversee commitments To oversee these
commitments from the project management office perspective.
77. ValueEnsures timely resolution of issuesIssues are tracked
and managed. With Issue Buzz: Commitments are monitored for timely
resolution Automated follow up techniques ensure on-point results
Catastrophic problems are avoided
78. Process
79. FeaturesAs issues arise, prompt management is critical
toproject success. Issue Buzz provides you with theability to:Log
issuesSet prioritiesAssign and notify resources or
contributorsSubmit and approve/deny resolutionsThe solutions key
differentiator is that you can now monitorand enforce compliance
with defined service levelagreements (SLA).
80. FeaturesIssue Buzz takes the task of managing issues to
ahigher level. Notifications are automaticallysent:Creation of an
issueChange in status / issue is updatedNon-response within
allotted timeIssue Buzz contains eleven potential notifications to
ensurenothing slips through.
81. Screenshots
82. DashboardsWith Issue Buzz, managers, team members and
stakeholders can enter andtrack issues in a central repository that
provides a holistic view of potentialproject impediments. Managers,
team members and stakeholders can viewproject issues in a variety
of dashboards including: Number of Past Due Issues Issues with no
Activity for Number Open vs. Closed the last 30 days Past Due by
Assignee Number per Assignee Number of Open Issues Open for the
Last 30 days Average Resolution Time Project/Organization Expected
vs. Actual Responsiveness Resolution Overall Responsiveness Number
by Status Due Date Change Categories by # of Past Due Critical
Issues3/7/2013 97
83. Screenshots
84. Screenshots
85. ValueEnsures timely resolution of issuesIssues are tracked
and managed. With Issue Buzz: Commitments are monitored for timely
resolution Automated follow up techniques ensure on-point results
Catastrophic problems are avoided
86. Questions? Click to Return www.CAIBuzz.com
87. Coming SoonClick toReturn www.CAIBuzz.com
88. ITBuzz Product PlanITBuzz AMI features needed Functionality
Data persistence Connectors for hard data Control room Build out
PPM Knowledge repository Service management Capability and results
Licensing management Data entities Further build out based upon
market feedback Usability Role based dashboards Improved navigation
Control Implement TFS for content version control UI standards
Implement testing function
89. 2011 2012 Plan Website E-mail campaigns Landing pages 1
conference / month E-mail campaigns Webinars ITMPI, Brochure
GantHead, Others IT Buzz Playbook Product Webinars CAI regions
Overview Inside sales 7, one for each product Web sales Partners
ITMPI type partners App store content Reseller
90. ITBuzz stats since 9/12 rollout completed Remaining 2011
2012 Plan ScheduleWebinars 24 internal, 2 ITMPI 10 eight Internal,
Self service GanttHead, ITMPI + the 6 ITMPI self serve 10 other
venuesConferences 2 Detroit ITMPI, 2 SimPosium, Valley Forge 1 per
month, non Maine GovTech ITMPI competitive venues, GovTech,
otherPartner Presentation 4 ? 4 per monthProspect 8 Analog devices,
TE, GTApresentations RFP, GTA, State MI, PA, Schaeffler Group, HBF
AustraliaTrials 2 IDB, ETSProposals 2 GTA, Old DominionWins 1
GTA
91. Quality Example 2: A Takeaway Whats Happening Here?
Discussion: Why Are They Doing This? 15108
92. Takeaway: Qualification Checklist Takeaway: Seven Elements
of Qualification What needs to exist for a deal to be sales-worthy?
1) 2) 3) 4) 5) 6) 7) Checklists Ensure 18 Completeness and
Repeatability109
93. Takeaway: Qualification Checklist Use Scoring to Assess
Quality 1) Quantified Pain Unknown 0 2) Need Identified 1 3) Driver
Unknown 0 4) Budget Not Sure 0 5) Timeframe Identified 1 6) Owner
Identified 1 7) Fit Identified 1 8) Must Do Yes 1 5/8 = 61.25%
Something 20110