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© 2015 Planview, Inc. | 1
Collaborate or Fail: The Reality of the Modern World
Jason Morio, Projectplace Global Segment Manager, Planview
Andy Jordan, President, Roffensian Consulting
© 2015 Planview, Inc. | 2
• Welcome and housekeeping • About Projectplace • Current state of the way teams work• Top 5 Hurdles• What to look for in a Collaboration Solution• Summary
Agenda
© 2015 Planview, Inc. | 3
About our Speakers Jason Morio
Projectplace Global Segment Manager
@JMProjCollab
Andy JordanPresident of Roffensian
Consulting Inc
@RoffensianPM
© 2015 Planview, Inc. | 4
175,166
registered usersOver 1 million
Founded as one of the world’s first SaaS companies1998
number of projects
in people-centric collaborationPioneer
uptime99.97%
Average service
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© 2015 Planview, Inc. | 5
5 REASONSTeams Fail to Collaborate Effectively at Work
U.S. study of 200 professionals reveals people waste
9 weeks a year due to poor project collaboration. Modern teams call for a new way of working
together
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© 2015 Planview, Inc. | 6
The Modern Extended TeamModern teams work with people inside and outside the
company across geographic locations every day to produce work
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© 2015 Planview, Inc. | 7
Everyone is a Project ManagerWe’re all trying to keep up with what everyone is
working on, status, tasks and documents
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© 2015 Planview, Inc. | 8
Project management is a huge growth area
• PMI numbers show anticipated growth of 11 million PM roles between 2010 and 2020 – and that’s just ‘official’ roles
2010 20200
5,000,00010,000,00015,000,00020,000,00025,000,00030,000,00035,000,00040,000,00045,000,00050,000,000
Number of project oriented roles in 11 largest markets
Sources: UN Secretariat, World Population Prospects, Anderson Economics Group, 2012 via PMI
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© 2015 Planview, Inc. | 9
‘Grass roots’ project execution becoming the norm
• Small team driven projects being initiated to improve working environments for small groups• Not formally tracked
anywhere as projects• Not led by project managers• But critical to organizational
success and totally dependent on effective and efficient collaboration
Challenge
Solution
CollaborationDelivery
Confirmation
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© 2015 Planview, Inc. | 10
Current Tools Are Failing Project TeamsThe way people collaborate and work today is not being well-served by relying
on technology from yesterday and disparate new methods available today
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© 2015 Planview, Inc. | 11
Which tools do you use to collaborate the most? 1. Email2. Spreadsheets3. Phone/Conference Calls4. Stand-alone Project Management (MS Project) 5. File Sharing (Dropbox, Google Docs)
Polling Question View the On-Demand Webcast!
© 2015 Planview, Inc. | 12
Modern work can create collaboration barriers
Absence of standard working hours
Increased geographic separation
Technology must be an enabler, not a barrier
Increased technology use reducing face to face communication
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© 2015 Planview, Inc. | 13
Most collaboration tools are not collaborative!
• Unidirectional communication (email) or no communication at all (Excel)
Even when tools support collaboration they are usually
limited – most phone interaction is just two people
View the On-Demand Webcast!
© 2015 Planview, Inc. | 14
Top 5 Project Collaboration HurdlesResulting in frustration, inefficiency, damaged morale and diminished business
outcomes
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© 2015 Planview, Inc. | 15
We must be able to control our tools• Collaborate on our terms, working
with tools, not against them• Communication that supports
work, not interrupts it• Tools to integrate collaboration
with other applications, not additional overlays
Effective Tools
Aligned Teams
Success!
Adjustment of tools to work practicesSeamless automation and integrationIntuition‘Quiet alignment’Ability to scale
Compromise of business process due to tool limitationsManual administrationInterpretation‘Noisy interruption’Barriers to progress
Mor
e
LessView the On-Demand Webcast!
© 2015 Planview, Inc. | 16
Intuitive tools that work the way our teams work
• No need for complex training• No barriers to features for new / basic users• No time commitment to additional bureaucracy
Fast access
Satisfying rewards
Easy progression
Powerful features
Flexible engagement
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© 2015 Planview, Inc. | 17
Project Collaboration Must-HavesA modern tool that does more, not more tools
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© 2015 Planview, Inc. | 18
Effective tools drive effective teams• Better focus on
value add work• Tools that help
promote teamwork and create synergy
• Reduced manual work, reduced administration, enhanced motivation
Better return on human investment
Better solutions to more challenges
Better enterprise performance
Higher engagement levels, higher satisfaction
Effective Collaborati
on
View the On-Demand Webcast!
© 2015 Planview, Inc. | 19
ProjectplaceProject Collaboration – All Tools in One Place
View the On-Demand Webcast!
© 2015 Planview, Inc. | 20
ProjectplaceProject Collaboration – All Tools in One Place
View the On-Demand Webcast!
© 2015 Planview, Inc. | 21
ProjectplaceProject Collaboration – All Tools in One Place
View the On-Demand Webcast!
© 2015 Planview, Inc. | 22
Sound Familiar?
Where’s the updated plan /
forecast / presentation?
I emailed it to you – but use the one from 3pm not the
11am version
Is it the one with ‘_final’?
No, it’s the one with
‘_FINAL_FINAL’
Nevermind, I’ll send it to you
again
?????
View the On-Demand Webcast!
© 2015 Planview, Inc. | 23
ProjectplaceProject Collaboration – All Tools in One Place
View the On-Demand Webcast!
© 2015 Planview, Inc. | 24
ProjectplaceWorkload Management & Project Portfolios
View the On-Demand Webcast!
© 2015 Planview, Inc. | 25
Top Tips for Project Collaboration Success
Embrace the virtual nature of teams - run projects in the cloud We’re all Project Managers – enable transparency to gain control Stop email addiction – facilitate information flow and communication Seek a tool that does more – not more tools Be mindful of cloud and information security Make sure the tool you choose can grow with you
If you do what you’ve always done – it will be, like it always has been
View the On-Demand Webcast!
© 2015 Planview, Inc. | 26
“… one of the most interesting and impressive project management systems I’ve come across and it gets a Gearhead rating of 5 out of 5.”
Additional Informationprojectplace.com/resourcesprojectplace.com/pricing/personal-online-demo/
© 2015 Planview, Inc. | 27
Thank You
View the On-Demand Webcast!