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Using PeopleSoft Program Management and
 Project Costing to Jumpstart your Project
     Portfolio Management Initiatives


    AMC “Executive Presentation” Series
Project Portfolio Management (PPM)?

What is a “Portfolio” approach?
A Portfolio Approach attempts to determine which portfolio
   of investments are likely to produce a desired level of
   change at the lowest cost or best ROI at the lowest risk of
   failure.

What is Program Management
The overall management of a series of related, ongoing
  projects within an organization.




                                                                 2
What is Project Portfolio Management (PPM)?


What do PPM systems do?
2. automate the centralized collection of data about demand,
   costs, schedules, and resources for investment prioritization
3. enable effective execution of the programs and projects
   responsible for delivering new technologies and other IT
   assets
4. control and measure investment in ongoing operations




                                                               3
PeopleSoft


Benefits of using PeopleSoft Program Management and
  Project Costing to Jumpstart your PPM Initiative




                                                      4
Benefits of Project Costing
Provides visibility, management tools , and accounting aspects that are
related to your project activities.

•Capture and arrange various types of project cost information, such as labor
and material costs. -mm
•Provides visibility for project related data via dashboards, reports, and
Queries.
•Provides data feeds for other systems
•Can re-price and allocate costs for projects
•Provide capital cost information for Asset Management depreciation



Used For                         Typical Users            Groups
Capital Construction,            Project Accountants      Facilities-Construction
Maintenance, and                 Project Mangers          IT
Enhancement Projects             Project                  Grants
Professional Services Projects   Administrators           PMO Groups
IT Projects                      Senior Management        Finance
Plant Outage Cost tracking,                               Sales group
Emergency Projects
Indirect Recharge Projects

                                                                                    5
Benefits of Program Management
Centralize, Prioritize, Track and Mange your portfolio Investment Activities to
get the best return on investment for your money spent on your projects and
programs

•Business Case Evaluation and Funding Approvals
•Configurable Program Level Dashboards, with key metrics and ability to drill
down
•Integration with Primavera and MS Project
•Program Level Budgeting
•Integration with other PeopleSoft Modules
•Earned Value Management
•Program and Project Management Tools and Reports
•Reports for external stakeholders
Used For                      Typical Users             Departments
Managing Long Term Capital    Project Mangers           Senior Management
spend programs                Project Administrators    Construction-Facilities
                              Senior Management         Finance
IT – Application Portfolio
                                                        IT
Management
Energy Portfolios                                       Research Programs
Location Management                                                               6
Summary of Benefits-Costs-Risks of PPM

Organizations implementing PPM can expect several benefits
  from the visibility and functionality that PPM tools offer.
The scale, timing, and duration of these benefits can be
  estimated by considering one or more key metrics and the
  value to the organization of improving those metrics over
  time.
Benefits include:
• Reduced Project Failures
• Lower project throughput times.
• Reduced number of low-value projects.
• Higher value management time (status reporting and
  facilitation).

                                                                7
Implementation Approach


1. Start with PeopleSoft Program Management and
   Project Costing
2. Pilot the Portfolio Management approach without
   huge investments
3. Integrated into the PeopleSoft solution
4. Rollout other applications when ready
5. Do along with your PeopleSoft upgrade – clean data
   now while you have the focus/budget




                                                        8
AMC Executive Overviews

AMC “Executive Presentation” Series – Presentations and
  Webinars

• Using PeopleSoft Program Management and Project
  Costing to Jumpstart your Project Portfolio
  Management (PPM)initiative
• The Benefits, Challenges, and Best Approach to
  Portfolio Management
• PeopleSoft Application Asset Lifecycle Management
• Sustainability, Triple Bottom Line, Renewables, and
  PeopleSoft
• The Science of Asset Management - Capacity Building
  and Competency Centers
• Maximize your ROI with your PeopleSoft Upgrade

                                                          9
Contact AMC


Mike Castronovo, President AMC Infomediaries
mcastronovo@amcinfomediaries.com
404.402.0869
www.amcinfomediaries.com




                                               10

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PPM Jumpstart With PeopleSoft Program Management

  • 1. Using PeopleSoft Program Management and Project Costing to Jumpstart your Project Portfolio Management Initiatives AMC “Executive Presentation” Series
  • 2. Project Portfolio Management (PPM)? What is a “Portfolio” approach? A Portfolio Approach attempts to determine which portfolio of investments are likely to produce a desired level of change at the lowest cost or best ROI at the lowest risk of failure. What is Program Management The overall management of a series of related, ongoing projects within an organization. 2
  • 3. What is Project Portfolio Management (PPM)? What do PPM systems do? 2. automate the centralized collection of data about demand, costs, schedules, and resources for investment prioritization 3. enable effective execution of the programs and projects responsible for delivering new technologies and other IT assets 4. control and measure investment in ongoing operations 3
  • 4. PeopleSoft Benefits of using PeopleSoft Program Management and Project Costing to Jumpstart your PPM Initiative 4
  • 5. Benefits of Project Costing Provides visibility, management tools , and accounting aspects that are related to your project activities. •Capture and arrange various types of project cost information, such as labor and material costs. -mm •Provides visibility for project related data via dashboards, reports, and Queries. •Provides data feeds for other systems •Can re-price and allocate costs for projects •Provide capital cost information for Asset Management depreciation Used For Typical Users Groups Capital Construction, Project Accountants Facilities-Construction Maintenance, and Project Mangers IT Enhancement Projects Project Grants Professional Services Projects Administrators PMO Groups IT Projects Senior Management Finance Plant Outage Cost tracking, Sales group Emergency Projects Indirect Recharge Projects 5
  • 6. Benefits of Program Management Centralize, Prioritize, Track and Mange your portfolio Investment Activities to get the best return on investment for your money spent on your projects and programs •Business Case Evaluation and Funding Approvals •Configurable Program Level Dashboards, with key metrics and ability to drill down •Integration with Primavera and MS Project •Program Level Budgeting •Integration with other PeopleSoft Modules •Earned Value Management •Program and Project Management Tools and Reports •Reports for external stakeholders Used For Typical Users Departments Managing Long Term Capital Project Mangers Senior Management spend programs Project Administrators Construction-Facilities Senior Management Finance IT – Application Portfolio IT Management Energy Portfolios Research Programs Location Management 6
  • 7. Summary of Benefits-Costs-Risks of PPM Organizations implementing PPM can expect several benefits from the visibility and functionality that PPM tools offer. The scale, timing, and duration of these benefits can be estimated by considering one or more key metrics and the value to the organization of improving those metrics over time. Benefits include: • Reduced Project Failures • Lower project throughput times. • Reduced number of low-value projects. • Higher value management time (status reporting and facilitation). 7
  • 8. Implementation Approach 1. Start with PeopleSoft Program Management and Project Costing 2. Pilot the Portfolio Management approach without huge investments 3. Integrated into the PeopleSoft solution 4. Rollout other applications when ready 5. Do along with your PeopleSoft upgrade – clean data now while you have the focus/budget 8
  • 9. AMC Executive Overviews AMC “Executive Presentation” Series – Presentations and Webinars • Using PeopleSoft Program Management and Project Costing to Jumpstart your Project Portfolio Management (PPM)initiative • The Benefits, Challenges, and Best Approach to Portfolio Management • PeopleSoft Application Asset Lifecycle Management • Sustainability, Triple Bottom Line, Renewables, and PeopleSoft • The Science of Asset Management - Capacity Building and Competency Centers • Maximize your ROI with your PeopleSoft Upgrade 9
  • 10. Contact AMC Mike Castronovo, President AMC Infomediaries mcastronovo@amcinfomediaries.com 404.402.0869 www.amcinfomediaries.com 10