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5 Planview, Inc. | 1 Collaborate or Fail: The Reality of the Modern World Jason Morio, Projectplace Global Segment Manager, Planview Andy Jordan, President, Roffensian Consulting

Collaborate or fail, the reality of the modern world

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Page 1: Collaborate or fail, the reality of the modern world

© 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

Page 2: Collaborate or fail, the reality of the modern world

© 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

Page 3: Collaborate or fail, the reality of the modern world

© 2015 Planview, Inc. | 3

About our Speakers Jason Morio

Projectplace Global Segment Manager

@JMProjCollab

Andy JordanPresident of Roffensian

Consulting Inc

@RoffensianPM

Page 4: Collaborate or fail, the reality of the modern world

© 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

View the On-Demand Webcast!

Page 5: Collaborate or fail, the reality of the modern world

© 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

View the On-Demand Webcast!

Page 6: Collaborate or fail, the reality of the modern world

© 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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Page 7: Collaborate or fail, the reality of the modern world

© 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

View the On-Demand Webcast!

Page 8: Collaborate or fail, the reality of the modern world

© 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

View the On-Demand Webcast!

Page 9: Collaborate or fail, the reality of the modern world

© 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

View the On-Demand Webcast!

Page 10: Collaborate or fail, the reality of the modern world

© 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

View the On-Demand Webcast!

Page 11: Collaborate or fail, the reality of the modern world

© 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!

Page 12: Collaborate or fail, the reality of the modern world

© 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

View the On-Demand Webcast!

Page 13: Collaborate or fail, the reality of the modern world

© 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!

Page 14: Collaborate or fail, the reality of the modern world

© 2015 Planview, Inc. | 14

Top 5 Project Collaboration HurdlesResulting in frustration, inefficiency, damaged morale and diminished business

outcomes

View the On-Demand Webcast!

Page 15: Collaborate or fail, the reality of the modern world

© 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!

Page 16: Collaborate or fail, the reality of the modern world

© 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

View the On-Demand Webcast!

Page 17: Collaborate or fail, the reality of the modern world

© 2015 Planview, Inc. | 17

Project Collaboration Must-HavesA modern tool that does more, not more tools

View the On-Demand Webcast!

Page 18: Collaborate or fail, the reality of the modern world

© 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!

Page 19: Collaborate or fail, the reality of the modern world

© 2015 Planview, Inc. | 19

ProjectplaceProject Collaboration – All Tools in One Place

View the On-Demand Webcast!

Page 20: Collaborate or fail, the reality of the modern world

© 2015 Planview, Inc. | 20

ProjectplaceProject Collaboration – All Tools in One Place

View the On-Demand Webcast!

Page 21: Collaborate or fail, the reality of the modern world

© 2015 Planview, Inc. | 21

ProjectplaceProject Collaboration – All Tools in One Place

View the On-Demand Webcast!

Page 22: Collaborate or fail, the reality of the modern world

© 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!

Page 23: Collaborate or fail, the reality of the modern world

© 2015 Planview, Inc. | 23

ProjectplaceProject Collaboration – All Tools in One Place

View the On-Demand Webcast!

Page 24: Collaborate or fail, the reality of the modern world

© 2015 Planview, Inc. | 24

ProjectplaceWorkload Management & Project Portfolios

View the On-Demand Webcast!

Page 25: Collaborate or fail, the reality of the modern world

© 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!

Page 26: Collaborate or fail, the reality of the modern world

© 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/