What is the headache with master planning today

01 It’s bottom-up, therefore incompleteTraditionally, organisations try to plan their initiatives bottom-up:

They work with a lot of detail on individual projects Then try to collect all information about all projects to see the big picture.

This fails everytime because not all projects can be planned with enough detail early enough in the masterplanning cycle.

02 It’s manual, therefore inaccurateOnce some infromation about all proposed initiatives is collected, the master planners try to schedule them throughout the year within budget and resource constraints. Manually.

This fails when there are more than 20 initiatives to schedule, because of the complexity of the task.

And when they have to re-plan their roadmap in 3 months, it’s really impossible to update the previous document with all constraints in mind.

the solution – mortfolio

Capacity Planning

Demand Collection, Prioritisation,Effort Estimation

MasterplanSimulation

Top-down capacity managementEasy yet grannular

Collaborative demand collection and prioritisationQuick effort estimation models

Automatic scenario schedulingManual fine-tuning with timeline drag&drop

what does mortfolio do?

mortfolio top-down capacity planning

• Define bulk capacity by roles over timee.g. 10 Analysts in Jan, 20 Analysts in Feb etc• Define role utilization in per effort type e.g. Analysts spend 10% of their time on Bug Fixing

• Analyze available capacity per pool, category and role• Take baseline of capacity plan

• Create separate regional calendars• Build resource pool hierarchy• Sync resource pools with any PPM system or Excel

1

2

3

mortfolio categorized demand planning

• Import/export demand from PPM tools or Excel• Conduct accurate workshops with business departments• Examine each demand’s score, budget, effort estimations

• Quicky esitmate demand effort with built-in models

• Handshake with business departments on business alignment• Define participants for each demand and collect their feedback

12

3

mortfolio categorized demand planning

• Bulk effort planning or precise effort planning per phase and for each demand.

• Precise duration entry per demand

• Assigning specific resources per demand1 2

43

• Project phase dependency

mortfolio automatic scheduling

• Schedule automatically masterplan scenarios with parameters • Drag, drop or squeeze projects to refine masterplan• See detailed effort distribution analysis for projects

• Analyze capacity and report for each group, category and role• Fine-tune project efforts, time and resource needs • Baseline the master plan

• Find out over- or under-utilized groups with project indication• Find the exact available timeline for each resource group in projects• See effort distribution for projects

1 3

2

mortfolio dashboards and reports

• Cumulative and detailed reports on capacity and schedule.

• Export dashboards to many different file types. You can even batch export multiple dashboards and have a single PowerPoint.

• All of the data in Mortfolio that are displayed in grids can be export to excel with one click (and to XLS, RTF, CSV as well).

• Find out over- or under-utilised pools with project indication• Fast reporting for masterplan optimization,• Analyse budget allocation over the portfolio and project level

2

1 3

top-downcapacity & demand planning

automatedmasterplan scheduling

drag & dropmasterplan adjusting

deployin-house or cloud

update your masterplan in real time know what is scheduled know what is not scheduled report to C-Level with confidence

get value immediately on cloud move in-house later

why mortfolio

identify overused resource groups identify underused resource groups

identify your available capacity quickly estimate demand effort

why mortfolio

YAPI KREDI (UNICREDIT)top-5 bank by assets in turkeyafter 6 months with mortfolio

“In Q1 2014, we delivered 17 projects ontime. In Q1 2015, we delivered 69 projects ontime.

This is all thanks to introducing Mortfolio in our master planning process. Optimisation of resources, common understanding of priorities and clear master planning made this significant improvement

mortfolio integrations

Product Demand Collection

Resource Management

Project Management

Reporting

CA PPM x x x

HP PPM x x x

MS Project x x

MS SharePoint x x

MS Excel x x x x

MS PowerPoint x

Jira x soon soon

Mortfolio has extensive integration interfaces. Besides Mortfolio’s ready to use APIs, Mortfolio has built-in integrations with the following tools:

BESIDES INTEGRATIONS WITH LEADING PPM VENDORS, MORTFOLIO CAN ALSO HANDLE THE

COMPLETE IDEA TO DELIVERY LIFE CYCLE

mortfolio demand collection and management

• Extendability of the workflow thru .NET Workflow Foundation: no limits at all

• Forms with clear design• easy to deploy into other products like MS SharePoint or other portals

2

3

1• Graphical workflow engine• Easy to configure and customize

mortfolioProject Management & Time Management

• Easy to work on Project and Task data.

• Fast and easy creation and approval of time sheets

• Bi-Directional integration with MS Project

13

2

mortfolio Agile Management

• Drag & Drop, Post-it Style Story Planning

• Drag and Drop Sprint Planning

• Manage products, versions, themes, releases, stories and teams in one place.

21

3