Planview called and asked about EPM Process a few weeks ago. I prepared this presentation t show how the ITVAMP Process Framework will align with Planview and any EPM software.

1. Portfolio Management EPM Process for your Planview ppm Program Management Project Management Presented by: Sharon Summers ITVAMP, LLC June 15, 2009

2. Build your ePMO organization

3. Portfolio Management Use the “Create Portfolio “ option to see Projects Dashboard in Planview Sub - Processes Dashboard Reporting Dashboard Rpt. Portfolio Management Project Prioritization Priority List Prioritize you r projects when using the Planview “Create Project” command. We design your Portfolio Management Process step b step! Project Approval Sign off Project Registration Registration Workflow and Rules around how and what to report can be built in BPM Tool or externally.

4. Linked EPM Processes Resource Management Resource Sheet Variance Report Financial Management Time Sheet Time Management

5. Planview Dashboard When implementing the Planview Portfolio Dashboard a process is required for your ePMO with defined steps on how to manage based on customized Portfolio criteria ITVAMP has the best practice for Dashboard Reporting. We can assist in your PPM Process build!

6. Resource Management Sub - Processes Review Supply vs. Demand Supply & Demand Staffing Plan Resolve Resource Conflicts Resource Management Optimization Variance Report Hard Book Resources Allocation Planning & Utilization Rpt. On Board Resources On/Off Boarding On/Off Board List

7. Planview Resource utilization Map to our Resource Supply and Demand Process and crate Resource Utilization Sub-process. See where your resources are book and implement a process for rules around “Resource Assignments” and “Resource substitutions.”

8. ITVAMP 12 Key Process Areas

9. Manage stage gates We build process workflow that will directly map to the Planview Lifecycle. Build in your Stage Gates as well as your SDLC process and we will help to build your ePMO guidelines for Funding as well as Quality Gates. Gates may reside in and/or PMO or Quality! © 2009 ITVAMP, LLC All Rights Reserved

10. ITVAMP’s Clients