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Panel Discussion: How Do You Drive Change Across Organizations to Embrace PPM?
Matthew Morgan
Agile Management
Optum (UnitedHealth Group)
Sr. Director, IT Portfolio Management
AMX21S
@CAPPM
#CAWorld
Lori Kaid
WSECU
VP, Enterprise Project Management
Kristin Carroll
Trinity Health
Director, TIS Business Management
2 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type
of warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
For Informational Purposes Only
Terms of this Presentation
3 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Agenda
INTRODUCTIONS TO UHG, WSECU, TRINITY HEALTH
DEFINING SUCCESS
CHALLENGES AND OBSTACLES
WHAT WORKED AND WHAT’S NEXT
FINAL THOUGHTS AND RECOMMENDATIONS
1
2
3
4
5
4 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Introduction: Optum
Optum™ is a health services and innovation company (subsidiary of UnitedHealth Group) on a mission to help make the health system work better for everyone.
34,000 employees within technology
Recently (April 2015) deployed CA PPM to 22,000 users
Leverage almost all features and functions
CA PPM is the backbone to our IT operations organization
5 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Introduction: WSECU
Second largest credit union in Washington State
500+ employees
Recognized need for PMO in 2011, hired VP of PM in late 2012
Strategic PMO, reports under CFO
March 2014 purchased Clarity, July 2014 went live
6 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Introduction: Trinity Health
Multi-institutional Catholic health care delivery system, serving people and
communities in 21 states, with annual operating revenues of about $15.8 billion
CA PPM used within IT organization of 2000+ colleagues, implemented during
consolidation of two IT organizations
Implementation journey:
– November 2014 - Time Entry and Resource Management
– February 2015 – Billing IT labor to our health ministries
– July 2015 – Project Management – one methodology and one tool for all IT
– October 2015 – Application Portfolio Management and Portfolio Management
7 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Optum
• Scale & System Performance
• Reduction in Effort for Use
• Data Quality Improvement
• Simplify Demand Intake
WSECU
• Gradual project management maturity
• Usage of CA PPM to manage efforts
• Time Tracking – measuring time spent on a project
Driving Change: Defining Success
Trinity Health
• Primary objective: unified process, tools, reporting
• Expectation clearly established by strong executive sponsor
• Optimized speed over robustness – 80/20 rule
• Measure compliance and adoption, data quality
8 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
UHG
• 22,000 users created a large “collaboration” landscape
• Organizations have “their way” of doing things
• Large number of PPM systems
WSECU
• Senior leadership support on the surface only
• Lack of understanding of the corporate portfolio
• Lack of Project Governance
Obstacles and Challenges to Driving Change
Trinity Health
• Implementing during other organizational change
• Communication across geography and work silos
• Perception of added work
• Resistance to change
• Change and communication fatigue
9 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
UHG
• Begin with process
• Dedicated program team with clear accountabilities
• Significant leadership support
• Took change management very seriously
• FUTURE: Too much for 1 bullet…
WSECU
• Support from CEO
• Patience
• Creation of PGC
• FUTURE: Better usage of dashboards
• FUTURE: Better tracking of financials
Driving Change: What Worked and What’s Next
Trinity Health
• Exec sponsor and strong champion are essential
• Match change strategy to objectives, ability to absorb
• Keep communications clear; limit to what’s needed
• Be persistent and consistent
• Expect to optimize later
• Next: Optimize & Upgrade
10 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Q & A
11 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Recommended Sessions
SESSION # TITLE DATE/TIME
AMX19S Expanding CA PPM Across 18 Internal Business
CustomersThursday at 3pm
AMX14S Managing Demand Across Organizations Thursday at 3:45pm
AMT19S Migrating to 14.2 and Advanced Reporting Thursday at 4:30pm
12 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Must-See Demos
Simplify your Application PortfolioCA PPM
Theater - Agile Management
Identify the Right InvestmentsCA PPM
Theater – Agile Management
Align Resources to Meet DemandCA PPM
Theater – Agile Management
Business Transformation
CA PPM
Theater – Agile Management
13 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15