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HOW TO IMPLEMENT A
PROJECT MANAGEMENT
INFORMATION SYSTEM
By PMA Consultants
Supports
Informed
Decision
Making
2
WHY A PMIS
Provide easy and quick
access to project info
Centralize/ integrate
all data
Optimize business process
Identify true metrics that
measure efficiency and efficacy
Streamline data
collection
Turn data into useful/
actionable info
3
IMPLEMENTATION IS MULTI-FACETED
Systems
Process
People
Automation,
Integration, and
Decision Support
Standard BPs, Policies,
and Protocols
Multi-skilled Training
and Individual Needs
Behavior management with
Change Management
4
WHAT DO CLIENTS ASK FOR?
I want an integrated view of
financials, schedule, contracts,
and other project information
within a unified system that
supports all aspects of the
project life cycle
…oh and I want it in
3 months
5
CHALLENGES ARE
ABOUNDING
Technical
Sociological
Psychological
Culture change
requires change
management
Standardized
project delivery;
optimization before
configuration
Requisite
competencies,
training &
transition
Engage all
stakeholders early
in process,
especially during
requirement phase
Executive
sponsorship
throughout
implementation
Implementation
strategy, rollout, &
communication
Identify true
metrics that
measure efficiency
& efficacy
6
AN INITIAL ASSESSMENT IS A MUST
Almost no repeatable
processes
Reliance on
practitioner’s abilities
Processes defined for
individual projects
Independent learning
Standard processes
defined & institutionalized
Processes consistent with
industry best practices
Clear understanding of
roles & responsibilities
Standardized onboarding
& training programs
Enterprise systems & tools
with unified data
integration, minimized
redundancies, &
automated reporting
Processes successfully
measured and
controlled
Quality standards met
for majority of
deliverables
Organizational
competencies
understood and
trainings tailored
accordingly
Sound data retention
practices
Focus on process
improvement
Feedback loops in place
Considerable analysis of
historical data for
continuous improvement
Culture of collaboration,
learning, & innovation
1. INITIAL
2. REPEATABLE
3. DEFINED
4. MANAGED
5. OPTIMIZING
Enterprise systems & tools
with unified data
integration, minimized
redundancies, &
automated reporting
What is the maturity level of your processes?
Are you putting the carriage before the horse?
Establish processes and
standards in project delivery,
lifecycle phases, and
gateways.
Meet with user groups to assess
current state and needs.
Evaluate systems and processes
and reporting requirements
IMPLEMENTATION PROCESS
CHANGE MANAGEMENT
PROJECT MANAGEMENT
Readiness
Assessment
Create system design
documents and functional
requirements
Planning &
Design
Install &
Configure
Processes &
Reporting
Document
Requirements
Install Software and configure
the system.
Implement/improve the
processes and develop a
dashboard and reporting.
Testing &
Training
Test the completed system for
functionality. Provide training
to all user groups.
Roll Out &
Transition
Support and additional
training. Transition to local
system admin and super user
trainers.
CHANGE MANAGEMENT
PREPARE FOR CHANGE
 Identify anticipated
points resistance and
tactics based on
readiness assessment
MANAGING CHANGE
 Identify anticipated points
resistance and tactics
based on readiness
assessment
DEFINE THE
STRATEGY
CREATE THE
TEAM
TASK MANAGEMENT IMPLEMENTATION
MANAGE
CHANGE
REINFORCE
CHANGE
PREPARE FOR
CHANGE
CULTURE
CHANGE
TESTING &
TRAINING
DEVELOP
SPONSORSHIP
REINFORCE CHANGE
 Identify anticipated
points resistance and
tactics based on
readiness assessment
Have a Change Management Plan (CMP) to help people
adapt to change and increase adoption success.
Not having a CMP
is guaranteed
failure
5. INTRODUCTIONS
About us, PMA, and you.
DINA KEIROUZ
• 27 years experience
• Extensive working knowledge of project
controls, including developing and
implementing program-wide
controls and project management
systems for large municipal clients
• Turn-around expert who ensures
stakeholder satisfaction through
constant communications and
relationship building producing
consistent, quality results and
tightening cost and schedule controls
• Expertise in process improvement, systems
and tools, technical communication,
reporting, P6, change management
10
Managing Director, Southern California
PMA DIFFERENTIATORS
 A focus on relationships - Over 90% of
clients are repeat clients
 A passion for knowledge and innovation
 Pure PM/CM Firm
 Minority-owned
 A breadth of knowledge in project
management and project controls
CONTACT US
TO LEARN MORE
Dina Keirouz, PMP
Managing Director – Southern California
dkeirouz@pmaconsultants.com

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How to Implement a Project Management Information System

  • 1. HOW TO IMPLEMENT A PROJECT MANAGEMENT INFORMATION SYSTEM By PMA Consultants
  • 2. Supports Informed Decision Making 2 WHY A PMIS Provide easy and quick access to project info Centralize/ integrate all data Optimize business process Identify true metrics that measure efficiency and efficacy Streamline data collection Turn data into useful/ actionable info
  • 3. 3 IMPLEMENTATION IS MULTI-FACETED Systems Process People Automation, Integration, and Decision Support Standard BPs, Policies, and Protocols Multi-skilled Training and Individual Needs Behavior management with Change Management
  • 4. 4 WHAT DO CLIENTS ASK FOR? I want an integrated view of financials, schedule, contracts, and other project information within a unified system that supports all aspects of the project life cycle …oh and I want it in 3 months
  • 5. 5 CHALLENGES ARE ABOUNDING Technical Sociological Psychological Culture change requires change management Standardized project delivery; optimization before configuration Requisite competencies, training & transition Engage all stakeholders early in process, especially during requirement phase Executive sponsorship throughout implementation Implementation strategy, rollout, & communication Identify true metrics that measure efficiency & efficacy
  • 6. 6 AN INITIAL ASSESSMENT IS A MUST Almost no repeatable processes Reliance on practitioner’s abilities Processes defined for individual projects Independent learning Standard processes defined & institutionalized Processes consistent with industry best practices Clear understanding of roles & responsibilities Standardized onboarding & training programs Enterprise systems & tools with unified data integration, minimized redundancies, & automated reporting Processes successfully measured and controlled Quality standards met for majority of deliverables Organizational competencies understood and trainings tailored accordingly Sound data retention practices Focus on process improvement Feedback loops in place Considerable analysis of historical data for continuous improvement Culture of collaboration, learning, & innovation 1. INITIAL 2. REPEATABLE 3. DEFINED 4. MANAGED 5. OPTIMIZING Enterprise systems & tools with unified data integration, minimized redundancies, & automated reporting What is the maturity level of your processes? Are you putting the carriage before the horse?
  • 7. Establish processes and standards in project delivery, lifecycle phases, and gateways. Meet with user groups to assess current state and needs. Evaluate systems and processes and reporting requirements IMPLEMENTATION PROCESS CHANGE MANAGEMENT PROJECT MANAGEMENT Readiness Assessment Create system design documents and functional requirements Planning & Design Install & Configure Processes & Reporting Document Requirements Install Software and configure the system. Implement/improve the processes and develop a dashboard and reporting. Testing & Training Test the completed system for functionality. Provide training to all user groups. Roll Out & Transition Support and additional training. Transition to local system admin and super user trainers.
  • 8. CHANGE MANAGEMENT PREPARE FOR CHANGE  Identify anticipated points resistance and tactics based on readiness assessment MANAGING CHANGE  Identify anticipated points resistance and tactics based on readiness assessment DEFINE THE STRATEGY CREATE THE TEAM TASK MANAGEMENT IMPLEMENTATION MANAGE CHANGE REINFORCE CHANGE PREPARE FOR CHANGE CULTURE CHANGE TESTING & TRAINING DEVELOP SPONSORSHIP REINFORCE CHANGE  Identify anticipated points resistance and tactics based on readiness assessment Have a Change Management Plan (CMP) to help people adapt to change and increase adoption success. Not having a CMP is guaranteed failure
  • 10. DINA KEIROUZ • 27 years experience • Extensive working knowledge of project controls, including developing and implementing program-wide controls and project management systems for large municipal clients • Turn-around expert who ensures stakeholder satisfaction through constant communications and relationship building producing consistent, quality results and tightening cost and schedule controls • Expertise in process improvement, systems and tools, technical communication, reporting, P6, change management 10 Managing Director, Southern California
  • 11. PMA DIFFERENTIATORS  A focus on relationships - Over 90% of clients are repeat clients  A passion for knowledge and innovation  Pure PM/CM Firm  Minority-owned  A breadth of knowledge in project management and project controls
  • 12. CONTACT US TO LEARN MORE Dina Keirouz, PMP Managing Director – Southern California dkeirouz@pmaconsultants.com