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am1

5 Awesome Features of 15.4

Posted by am1 Champion Apr 15, 2018

Late putting this together, but here are my thoughts on the 5 best features 15.4 has delivered:

 

1. Roadmaps - timeline

We now have a great new module to help your teams plan work in a simpler and more intuitive way.

The roadmaps are perfect for simple top down planning which you are likely doing already via powerpoint

 

 

The timeline view allows you to simply draw the item and position it across time, if we switch to the grid view we can easily assign virtual groupings then use these groupings in the timeline later!

This module really needs it's own write up as there are a lot of features here!

2. Roadmaps - board

Before we move on from roadmaps, one of the best features in this area is the "board".

This allows you to not only plan your work across time, but also then manage your work in the familiar kanban board.

I think this works really well.

You can use the swimlanes however you want, example above on how we could use them to facilitate a portfolio planning process

 

3. Risks and Issues - finally in the new UX

Finally the risks and issues are in the new UX, these are really simple to create and manage in a "Risk Log" format that every PM already does inside excel.

I think project managers will appreciate the ease of use and ability to have conversations inside the instance.

4. GDPR - Resource anonymisation

After installing the PII content, you will be able to run a new job that scrambles Personally Identifiable Information from CA PPM. 

This is required to comply with the GDPR which becomes law on the 25 May 2018. Compliance is required for any international firm data processing in the European Union.

If you run the process on a resource their data is obfuscated in the following tables.

 

CMN_AUDITS | CMN_SEC_USERS | NBI_PROJECT_CURRENT_FACTS | NBI_RESOURCE_CURRENT_FACTS | NBI_RT_FACTS | NMC_CONVERSATIONS | NMC_INTEGRATIONS | ODF_CA_RESOURCE | PAC_MNT_PROJECTS | PAC_MNT_RESOURCES | PPA_BILLING | PPA_MATRIXVALUES | PPA_POSTINGBATCH | PPA_TRANSBILL | PPA_TRANSCONTROL | PPA_TRANSWIPADJUST | PPA_WIP | PROJSTAFF | PROJREVISION | SRM_CONTACTS | SRM_RESOURCES

 

You must also consider data that has been sent or extracted to other systems, i.e. your custom data warehouse will need to purged of the PII too.

 

read more here

https://docops.ca.com/ca-ppm/15-4/en/administration/configure-authentication-and-security/gdpr-protect-personally-identi… 

 

 

I may do a write up or webinar if anyone is interested

 

5. Trend Reporting for Custom Attributes

15.3 introduced trend reporting for stock attributes, but many companies buy CA PPM for the ease of configuring new attributes. This new capability adds trend reporting to your custom attributes.

Customers can use this to build reporting and KPIs

 

 

Bonus - Export to CSV

We've finally got a CSV export option in ppm. Now we can export without the dreaded excel data type warning!

 

Hope you enjoyed my round up of new features, there's plenty more that was delivered so take a look at the official release notes

Release Information - CA PPM - 15.4 - CA Technologies Documentation 

 

 

All,

 

Running / Scheduling a Job in CA PPM through Gel Script is possible with very simple code. Here you go.

 

<gel:script xmlns:core="jelly:core" xmlns:gel="jelly:com.niku.union.gel.GELTagLibrary"  >
    <gel:parse var="inputDoc">
        <data>
            <job job_name="Delete Process Instance" job_definition_id="50420"
                job_definition_type="JOB" recurrence_type="4" whenNow="1" whenRecur="1" >
            </job>
        </data>
    </gel:parse>
    <core:catch var="excp">
        <core:new className="com.niku.odf.object.xbl.XBLExecutor" var="xblInstance">
            <core:arg value="scheduler/postSchedulerProperties.xbl"/>
            <core:arg value="nmc"/>
            <core:arg value="${inputDoc}"/>
        </core:new>
        <core:invoke method="executeXBL" on="${xblInstance}" var="responseDoc"/>
    </core:catch>
    <gel:log>Response Doc : <gel:expr select="$responseDoc"/> </gel:log>
    <gel:log>Exception: ${excp} </gel:log>
</gel:script>

 

 

The above code is just for demonstration purpose and it immediately schedules "Delete Process Instance" job to run immediately. There are additional attributes as well as sub elements of "data" element through which we can either schedule any job just the way we do it through UI.

Note: Many hacks into ca ppm are possible with XBLs

Many of my posts are about how PPM process and system usability generates business value; and we have spoken about organizational readiness, people centric design, the contextualized operating rhythm ecosystem, etc. In this blog, I will highlight a new service offering, CA Learning Subscriptions, which are resonating within the industry by facilitating PPM adoption.

 

With the popularity of SaaS and more PPM, agile and DevOps functionality available to practitioners, I’m noticing an increased need to learn and adapt to new paths towards success. The velocity of change sometimes seems overwhelming, and traditional training can quickly grow out of date; not to mention expensive and time restrictive. That said, we are still required to grow our competency and utility!

 

CA Learning Subscriptions take a simple approach to mitigate these limitations. In the easy-to-navigate learning portal, training is organized into playlists (personas) based on solution area, product, and what someone in a particular role needs to know. The portal walks students through the flexible options, with a focus on continuous education, the latest content and convenience. Check out this short overview:

 

 

The data sheet identifies these key benefits:

 

  • Improve Skills: Increase productivity, project success and solution adoption.
  • Learn Continuously: 12-month subscriptions allow students to keep up with new features and leading practices.
  • Schedule Flexibility: Easy access to training when needed.
  • Save Money: Availability to hundreds of hours of training with no travel time or expense.

 

CA Learning Subscriptions allow different formats of training based on consumption preference:

 

  • Videos: Focused how-to videos and demos provide tips, tricks and best practices.
  • E-learning courses: Web-based training allows control of pausing and resuming at student convenience. This allows practitioners to learn, apply and refresh knowledge to improve on-the-job performance. Based on real-world use cases, this training connects learning to applicable best practices and techniques.
  • Dynamic labs: Real hands-on experience in an interactive lab environment with an associated student and lab guide that directs through the learning experience.
  • Expert sessions: Expert-led sessions on key topics are held periodically and are typically an hour in length. Live sessions are recorded and available through subscription.

 

Visit ca.com/subscription to view the specific courses included in each edition.

 

As part of an organizational readiness approach, training of both practitioners and end users is not only a nice-to-have, but vital to success. And whether we need to increase the breadth or granularity of our capabilities, we need to overcome the triple constraints so familiar to us, known as the PMI Iron Triangle: scope, schedule and cost. CA Learning Subscriptions help us do just that and more.

 

For more, check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.

For the past few General Availability (GA’s), this blog series has been highlighting the value of the latest CA PPM features. The latest release is now available, and its powerful enhancements are designed to improve your ability to deliver on outcomes crucial to your organization. A high-level recap of recent and new usability focused capabilities is below, but make sure to follow up with CA for customized demos and insights specific to your unique environment.

 

CA PPM 15.4 is built closer to how customers work than any alternative available today, and easily adapts as work evolves or progresses - all the power needed to move from static planning to continuous planning. A key feature is Roadmapping, which is a game changer as it supports top-down strategy planning while maintaining bottom-up run and operate. Complex and complicated management solutions just don’t work when companies are being challenged and disrupted every quarter, and must be nimble enough to proactively pivot. Other hot topics included in the new UX are Financial Forecasts, Budgets, Benefits, Actuals, Metrics and Reporting as well as classification of projects and resources.

 

This upgrade brings to mind a previous post regarding SaaS: PPM Insights: Surviving-to-Thriving, Reasons Solution Leaders are Selecting SaaS. This solution has become very popular within the CA PPM ecosystem as customers are able to:

  • Get Started Quickly
  • Lower Costs
  • Always being on the Latest Version
  • Experience a Higher Adoption Rate
  • Stronger Security

 

Another tool for customers is CA Services as a key differentiator providing the wholistic approach to not only software implementation, but true value realization. CA Services follows a methodology that focuses on helping PPM Practitioners achieve desired business outcomes by aligning project goals to the delivery of greatest value and priority; and helping to accelerate success through:

 

  • Organizational enablement: Enabling users and accelerating solution adoption to speed value realization
  • Technology services: Implementing a flexible solution that delivers incremental value which will grow and adapt to evolving business needs
  • Success management: Assisting in the development and execution of a clear plan for long-term success

 

CA Services applies this approach to all delivery - helping you implement a new product, expand a solution’s value and upgrade to a new version as well as providing ongoing maintenance support. They are here with a plan for your long-term success, ensuring your organization is enabled for fast adoption and your technology is delivering the desired value.

 

When staying up to date with CA PPM releases - valuable features (which SaaS delivers on-demand), and leveraging the leading practices of CA Services, PPM Practitioners can deliver a cutting-edge solution at any maturity level and desired investment.

 

As PPM Practitioners, these adoption focused enhancements to the UX increases our ability to “take the work out of work” for our customer by following the people centric design approach developed throughout the CA PPM 15.x versions. For details, attend this upcoming CA PPM Community Webcast - What's New in CA PPM 15.4 – March 15th 11:00AM ET.

 

 

Associated training has also been published. Be the first to experience, certify and benefit from these powerful Learning Paths.

 

 

For more, check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.

Three Easy Steps

 

STEP 1: See what's new in CA PPM

CLICK IMAGE TO ENLARGE

 

 Projects for All: Any business user can spin up projects in minutes.  

 

BI: Connect to your favorite business intelligence software.

 

Data Sheet  |  Roadmap Session  |  What's New? Blog  |   Product Documentation  |  Version Comparison

 

 

STEP 2: Upgrade to the New CA PPM

 

 

STEP 3: Take Advantage of CA PPM Services

No question about it, project managers have a lot on their plates. Here are just some of the tasks we do every day, for every project:

  • Design and apply appropriate project management standards
  • Prepare and maintain project, stage and exception plans
  • Manage risks and develop contingency plans
  • Monitor overall progress and use of resources, initiating corrective action when necessary  
  • Adopt and apply appropriate technical and quality strategies and standards
  • Manage project administration
  • Manage potential interdependencies with other projects and their impact
  • Direct, manage and motivate the project team
  • Monitor the WBS in Gantt charts (in fact, sometimes you think Gantt is your middle name)

 

Your colleagues often call you Super PM, but to really deserve project management superhero status, you also have to take command over project costs.


Consider CA PPM Cost Plan Adapter your trusty sidekick! With this PWP you can import forecasted costs from any financial system your organization uses into CA PPM to have a complete (and actual) view of your projects, create financial KPIs, monitor progress against those KPIs, and make adjustments that will keep projects on track financially. By having numbers at your fingertips from Day 1, you can control your project finances—not the other way around.

 

Your organization’s leadership will love you for it.

 

Here are a couple of questions I’m often asked about the CA PPM Cost Plan Adapter:

 

Is it compatible with and supported in SaaS environments?

Yes, it is. In fact, all PWP global delivery components are SaaS compatible and supported.

 

Can I download it from support.ca.com?

No, but you can get it quickly by contacting your CA sales representative or account manager for a quote.

 

Find out about other PWPs for CA PPM here. Readers interested in more detail can check out DocOps.

 

I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. You can also reach out to CA Services for information about CA PPM release 15.3 upgrades/implementations and individualized business outcome references and analysis.

 

Feel free to post in the comments section of this blog or contact me directly via email.

There are only so many hours in a day, and few people understand that better than project managers. Likewise, few project managers would choose to spend the few precious hours they have in mind-numbingly repetitive tasks like manually creating and updating projects. Knowing when, and how, to automate can make the difference between hours spent on project execution that can transform your organization and, well, just hours spent.

 

There is a fast and easy way to automate project creation and project updates in CA PPMthe Project Adapter. Among other things, this packaged work product (PWP) imports projects from ERP systems into CA PPM and continuously updates the project list.  

 

These are the most common questions I am asked about the CA PPM Project Adapter:

Is it compatible with and supported in SaaS environments?

 

Yes, it is. In fact, all PWP global delivery components are both on-premise and SaaS-compatible and supported.

 

In a nutshell, what does the Project Adapter automate? 

  1. Creation and updates of projects and project hierarchies
  2. Creation and updates of project team allocations 
  3. Creation and updates of project tasks

 

What does the CA PPM Project Adapter do, and what are the benefits?

The project adapter automatically creates new projects and updates existing projects with changes. Because it automates creation and updates of projects and project hierarchies, team allocations, and project tasks, project managers can focus on project execution immediatelyso your projects can succeed more quickly. The tool makes it easier to prepare plans as management teams agree on and confirm projects for a new fiscal year. You can also use the tool to convert project ideas into a project investment workflow.

 

How user-friendly is it?

It’s very user friendly. Automation reduces the number of technical glitches compared to manual processes, so you have fewer technical challenges.

 

Can I download it from support.ca.com?

No, but you can get it quickly by contacting your CA sales representative or account manager for a quote.

See all CA PPM PWPs here. Readers interested in more detail can check out DocOps.

 

I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. You can also reach out to CA Services for information about CA PPM release 15 upgrades/implementations and individualized business outcome references and analysis.

 

Join the conversation by posting in the comments section of this blog, or contact me directly via email.

I get it: As everyone knows who works on projects and submits time, timesheet submission is a necessary evil, one of life’s little details we wish would just go away. If you’re anything like me, half the time you do it at the last moment, either on your own or with “encouragement” from your supervisor, or you forget to do it altogether, waking up in the middle of the night with that sinking feeling in your stomach.

 

OK, so timesheet submission is a fact of life. But timesheet errors don’t have to be. Did you ever have a timesheet returned to you because you submitted 80 hours instead of 8.0? Think of what the PMO could be doing instead of chasing down users to correct easily preventable errors.

 

I’m here to tell you, salvation has arrived. Errors can be prevented. How cool is that?

 

It’s as simple as using the CA PWP Timesheet Validation Adapter. With this adapter, you can deploy configurable rules that give users immediate feedback as to whether the timesheet will be process-able. The adapter eliminates the wait for an approval cycle or batch to run. The quality of your company’s submitted timesheets will improve dramatically, so the PMO can spend time on useful activities. And you? You can sleep through the night, secure in the knowledge that your timesheet is correct.

 

If your organization uses CA PPM and users submit timesheets, seriously consider deploying the CA PWP Timesheet Validation Adapter for fewer errors—and even fewer excuses.

 

Here are some of the common questions I am asked about the CA PPM Timesheet Validation Adapter:

Is it compatible with and supported in SaaS environments?

Yes, it is. In fact, all PWP global delivery components are SaaS compatible and supported.

 

How user friendly is it?

A simple install and activation of the rules by a system admin is all that’s needed. Team members submit time the same way they always have.

 

Can I download it from support.ca.com?

No, but you can get it quickly by contacting your CA sales representative or account manager for a quote.

 

Find out about other PWPs for CA PPM here. Readers interested in more detail can check out DocOps.

 

I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. You can also reach out to CA Services for information about CA PPM release 15.3 upgrades/implementations and individualized business outcome references and analysis.

 

What kinds of nightmares have timesheets given you? Feel free to post in the comments section of this blog or contact me directly via email.

 

Do your days start like mine, with one challenge after another? Some of you may have to streamline how you get the kids ready for school, others on getting to work on time, and all of us with finding balance and carving out time for a social life. As project professionals, we may be ahead of the rest of the world in how we learn to manage these challenges, but CA PPM can present challenges, too. Just like with our personal lives, knowing how and when to streamline processes makes the difference between starting—and ending—the day with a smile, or with a big headache. 

 

When you’re looking for ways to manage projects and portfolios more efficiently, an intriguing place to begin is to use CA PPM for extracting data from - and integrating data with - other systems. It’s a common practice—in fact, many CA PPM customers have integrated the solution with multiple systems. Here’s the challenge, though: for the integration to work well, an experienced skilled professional must review the environment and take in consideration many variables.

 

For example, every time a new outbound integration or large-dump extracts are needed in excel, csv, XML or flat delimited files, here are just a few of the many questions that need answers before you can even begin: 

  • How many process engines exist, and how many pipelines have each one of them?
  • How many GEL scripts are running concurrently?
  • What JVM is assigned to background service?
  • Do I need to split the background service? Do I need an additional one?
  • How much data needs to be extracted? In what format? Do I need to serialize the files?
  • How much CPU is used? How fast is the script?
  • How many days and hours of coding are needed? How much debugging?
  • And many, many more…

 

As you can see, a lot of factors need to be considered so that data is extracted with the right resources, and in a timely fashion, to avoid performance issues. If you don’t know exactly what you’re doing, your day is going to start and end with a big headache, and you’ll be asking yourself, “Why isn’t there a better way?”

 

Good news! There is. You can use a PPM component—the Data Extraction adaptor—to simplify this process, and it’s so awesome and user friendly that it saves thousands of lines of code, eliminates a lot of the challenges, and reduces the risk of performance issues. Curious? Click here to find out more about this packaged work product (PWP).

 

But before you do, I will answer what are likely to be your top three questions:

 

Is it compatible with and supported in SaaS environments?

Yes, it is. In fact, all PWP global delivery components are SaaS compatible and supported.

 

How user friendly is it?

It requires SQL skills to write queries for extracting data, but the rest is intuitive and very user friendly. Also, the manual is very helpful.

 

Can I download it from support.ca.com?

No, but you can get it quickly by contacting your CA sales representative or account manager for a quote.

 

Readers interested in more detail can check out DocOps. I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. You can also reach out to CA Services for information about CA PPM release 15.3 upgrades/implementations and individualized business outcome references and analysis.

 

What kinds of headaches has data extraction given you? Feel free to post in the comments section of this blog or contact me directly via email and Twitter @aurora_ppm.

 

To follow up my previous post about of Project and Portfolio Management (PPM) Organizational Readiness (OR), I will discuss some artifacts, processes and assessments that can enable an effective campaign. We already discussed the guiding principles, communication tools, plan and strategy. I will now discuss some further tools imperative to the success of an OR approach.

 

Below is a simple template, based on communication options. It is important to plan OR work and schedule delivery. The simple matrix's below are what I use to plan my day-to-day work.

 

 

The next section discusses the process. I acknowledge that we have been discussing OR, but a key component to communicating and training is understanding process and the ecosystem which the value is delivered. I most often see processes created in MS Visio or a stark format. Yes, some modeling tools are great when doing complex analysis, but PPM is just as much an art as it is a science and we would waste our time/investment if we tried to account for every possibility - we are people doing these processes, not computers. A simple first step (which I use with nearly every process definition and system integration project I work) is to whiteboard the contextualized process operating rhythm. Visually displaying "what" is entered, "when," and "why" it is important resonates and can be translated to visually friendly OR material as well as technical documentation.

 

Though the relative top-down view is vital, we also need details. Again, when has a plain process diagram truly impacted with a group of people? I prefer to use standard views (Like MS Smart Art) to dive into process detail – often in addition to MS Excel. This is the outline for the process details which can start as a whiteboard, iterated upon, then documented in a consumable form, to be used throughout OR activities. Further granularity could be added using MS Visio and spreadsheets . . . but I find a consumable aesthetic much more likely to be understood and adopted.

 

Lastly, as part of OR, we must identify and track our success. This can be done with some metrics and lessons learned activities. As we all have seen, formal OR and lessons learned activities are often the last to add and the first to go when managing PPM initiatives. We, PMOs and Product teams are all guilty of this. Just like the concepts of OR, these are not difficult tasks and may take as little as 30 minutes per quarter . . . but they add a ton of value. Some example metrics are below, but where PPM Practitioners fail is when they don’t have the (well organized) meetings/activities build into their cadence.

 

 

 

For more, check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.

Delivering valuable Project and Portfolio Management (PPM) outcomes depends on several factors - process and system maturity, appetite for investment, leader and team skills, understanding user pain and value propositions, internal politics, and changes in reporting structures or key initiatives . . . the list goes on. It even includes changing tools or pivoting to agile and DevOps methodologies. As Practitioners, we may be in a constant state of flux - or worse -  flatness. This blog discusses achieving, re-achieving and transparently demonstrating benefits from PPM processes and systems through an adoptable and adaptable Organizational Readiness/Change Management (OR/CM) framework.

 

We’re all very aware that process and system adoption are imperative to delivering outcomes we not only want, but need. As PPM Practitioners, it is our responsibility and opportunity to ensure that this happens. In my ten years of focusing on PPM, I’ve heard a lot of lip service given to OR. The concepts are relatively simple, but applying them seems difficult. If your group has a mature OR practice, you are in a fortunate and rare circumstance, so bake their knowledge into your practice. But even if you’re like most of us who don’t have a mature support system, you can create and demonstrate value from the PPM-centric concepts below.

 

This framework may be used by any PPM group, no matter which of the above factors affect your situation. We can build skills progressively without immediately spending resources on expensive training or consultants. As groups see value from OR activities, some do invest further, but I know from experience that this activity can start at the grass-roots level. Many standards are available online; just do a Google or Twitter search (this is how I started my OR journey six years ago). Two of my favorites are the Kotter 8-step process and the ADKAR methodology. I firmly believe that information found online is all you need to start enabling value immediately, because the difficult part is building and working the plan, not understanding concepts.

 

As I’ve said in previous posts, every environment is different, and OR must be customized (within reasonable cost) to meet unique needs. Most often, knowing your users (people who interact with and gain insights from processes and systems) is uniquely internal and just can’t be purchased. So, I will share some foundational tools I’ve used with success.

 

Below I describe an OR strategy you can tweak to meet your specifications. This strategy gives guiding principles and communication tools, which helps with campaign scope, tasks and prioritization of OR investments. It is all about people doing processes that profit. You can use it as a starting point to build your own OR checklist, cadence and calendars.

 

 

When building a communication plan and training strategy, we should focus on pre-training awareness, hands-on activities and reinforcement/support. I find that getting a concise and resonating message out in front of any change is important, because those affected need to know the value proposition of the investment and impacts being implemented. It also nips misinformation in-the-bud and builds trust and transparency.

 

The change itself must also be constructed with comprehensive adoption techniques built in, with the lowest user work/input tied directly to highest return/output. Simply put: first the “why,” then the “how,” while reinforcement sustains and enables maturity. I call it the “Organic Audit,” but more on that in part 2 of this blog.

 

When building content, it adds efficiencies and effectiveness to build with the intent of re-use in different communication mediums. It is imperative to have a consistent message, and much of the material that makes up the OR artifacts can be pre-built well before a change. A standard example of this is a “what’s in it for me” graphic, which may be used in an awareness communication or overview presentation, then included in training and later as part of success realization.

 

Lookout for part two of this blog, where we discuss additional OR artifacts, processes and effective assessments!

 

For more, check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.

Planning is in full swing.

And the calendar days aren’t turning any slower. Take this fun survey to get some helpful tips on how to get ahead of the demands, projects and programs in 2018.

[This post is a "reprint" of the official communication sent to all customer contacts of record via e-mail.]

 

January 12, 2018

 

To: CA Project & Portfolio Manager (PPM) Customers

From: The CA Technologies PPM Product Team

Subject: New Customer Innovation Process for CA PPM

 

On behalf of CA Technologies, we appreciate your business and the opportunity to provide you with high-quality, innovative software and services.  As part of our ongoing commitment to customer success, we regularly solicit customer feedback and ideas to inform our development process. Today, we are pleased to invite your organization to participate in the New CA PPM Innovation process. This process has been introduced to address suggestions we have received regarding the handling of ideas on our current CA PPM Communities idea site.

 

A summary of the new CA PPM innovation process:

 

·      There is a new idea site at https://cappm.brightidea.com. Access to this new idea site is only available to official voting representatives (more on that below). The previous idea site will remain available for a limited time to allow voting representatives to use previously submitted ideas as a reference for new submissions.

·      Voting on the new site works differently.  Each voting representative gets 3 votes to distribute as they see fit.  This is intended to help us prioritize.

·      Representatives are welcome to submit new ideas. To make them available for voting, however, they (or a proxy) must pitch them on the monthly call, which is held on the 3rd Tuesday of every month at 11:00a ET.

·      Ideas that rise to the top of the list AND receive a required minimum number of votes will progress further into the prioritization process and receive status updates during the monthly calls.

·      Ideas that do not maintain a minimum number of votes will be archived from the site once per quarter.  This allows us to maintain focus on those ideas that have attracted a reasonable consensus of support from across our customer community.

 

As of this writing, each customer organization is limited to one voting representative per CA PPM production instance.  Representatives will be asked to participate in the process as described below.  To nominate your organization's representative, please provide their name and e-mail address to cappm@ca.com

 

Customer voting representatives will be asked for the following time and effort:

 

·      An hour each month (on the 3rd Tuesday of every month at 11:00a ET) for a review call that provides CA PPM product management updates, gives an opportunity to pitch new ideas for inclusion in the product, and highlights ideas that have been selected for further analysis.  (If the representative is unable to attend a particular call, they are welcome to send a proxy in their place.)

·      A modest amount of additional time reviewing the ideas on our new idea site (powered by Brightidea) and deciding where to cast your organization's votes.

 

Once we receive the official designation of your company representative, we will provide them with more details related to their participation – including a Welcome Guide with answers to many frequently asked questions.  We do, however, want to highlight one specific question that came from many customers participating in the process pilot:

 

Q: What happens to the ideas submitted previously to the CA PPM communities site? 

A: There is no immediate impact to those ideas. They remain on the communities site and will still be available for a limited time so that the voting representatives and CA PPM Product Management can use them as a reference source. That said, an idea will need to be resubmitted on the new idea site to be considered for prioritization. It is also our intention to retire the Ideas section of the CA PPM communities site within the next few months so that we can focus on the new innovation process described in this message. This new process is intended to help us focus more on the top few ideas that really garner your support.

 

[Note for CA PPM Partners: Partners are not eligible to participate directly in this process unless they also qualify as a customer operating a paid CA PPM production instance. We request that CA PPM partners encourage customers to take full advantage of the new process by nominating their voting representative and pitching ideas that they believe will add value.]

 

Please direct any additional questions you may have about the new innovation process to CA PPM Product Management at cappm@ca.com.  [Note that only messages related to the new innovation process are handled at this e-mail address.  Please continue to use your usual Support or Account-related channels for all other CA PPM inquiries or concerns.]

 

Your success is very important to us, and we look forward to continuing our successful partnership with you. Thank you again for your business.

CA World 2017 has come to a close, and in this post, I have highlighted some of the hot topics. First off though - as a general comment, the event was designed spectacularly well, with so much content organized in consumable ways; from the keynotes to expo center and networking events! Because of this, PPM Practitioners were able to be inspired with forward looking concepts and the realities of what CA has been producing. Again this year, the PPM roadmap was very well received, as was the multiple training opportunities. This truly was a great event.

 

Even if you were unable to attend, below are some of the key takeaway's.  have referenced content from my Twitter feed  @PPMWarrior. Note, I could not include video in this post, but many of my Tweets bring the event to life with filmed interviews and observations. It is impossible to feature much of the expansive goings on, so I also encourage you to follow the Top Tweets from other engaged participants. Below are some of my favorites. This first set of quotes are from  Lauren Flaherty - EVP & Chief Marketing Officer at CA.

 

"

 

Kicking of CA World, Mike Gregoire's keynote highlighted the value of taking risks, adapting to change, and balancing creativity and execution. Jimmy Chin, an award-winning filmmaker, mountain climber, and skier joined Mike on stage to talk about the parallels of his work with ours: the importance of working outside comfort zones to eliminate barriers and achieve goals.

 

Ayman and Otto’s keynotes talked about how the pillars of the Modern Software Factory provide the blueprint for businesses to compete on code. Aetna, AMC and Fox News were are few of the companies that shared their stories of digital transformation. Otto took us into the future, making predictions for the revolutions in AI, and how laying those digital foundations now is critical to achieving business velocity in the future. 

 

"

 

The PPM roadmap is all about system simplicity and removing the obstacles between ideas and outcomes. Throughout the entire event and product lines, this interconnection resonated. 

 

The Modern Software Factory was also on full display, as CA tools showed the end-to-end capabilities to survive in quickly changing environments.

 

Janet Ulrich, who contributes to this blog series posted insights regarding the Modern Business Management:

 

Below are some further infographics around the concepts of  maturity. These were impactful and I think are a good reference to the event:

 

 

Throughout CA World, I wanted to go outside of my comfort zone, and learn/share information from the other areas. I interviewed experts from DevOps Service Virtualization, Security, Education among others. The ecosystem PPM is apart of was brought to life when discussing these other practices and the holistic solutions solidified in my mind. Check out the videos online - they are informative and fun. I really enjoyed this experience!

 

Another great artifact is linked here. Technology does sneak up on us and Otto Berkes writes about "IT must recast itself  to sense, adapt and respond to a rapidly changing world."

 

The CA Marketing team did a great job highlighting the two key days - see them here: Day 1, Day 2.

CA PPM upgrades and SaaS were discussed with enthusiasm. Customers are finding benefit with the latest releases and when leveraging the "cloud" are able to do so with great efficiency.

 

Another of my favorite presentations was about Agile and PPM working together - Portfolio Planning at the Speed of Business.

 

Agile is an opportunity and the concepts of "transformation" were well received throughout the conference.

 

The PPM Services group, along with CA World participants took part in a fun event: Pedal for a Purpose.  We rode 1500 miles and donated $100K to Donors Choose and Global Giving.

 

For more, check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.

I am currently attending the 2017 CA World and plan to the be eyes and ears for many PPM Practitioners who are directly participating or not. If you are here, let's connect - grab tea/coffee:). But even if not, forward any comments or questions which I may relay. Follow me on Twitter, where I will be highlighting hot topics and key content from @PPMWarrior. Note, I could not include video in this post, but many of my Tweets bring the event to life with filmed interviews and observations. It is impossible to feature much of the expansive goings on, so I also encourage you to follow the Top Tweets from other engaged participants. Below are some of my favorites from opening day.

 

We started out with a bang! See the Mike Gregoire keynote here:

 

The drumbeat of usability, innovation and pivoting were strong, and resonated with the audience:

 

Mike spoke about risk in a very impactful and applied way, which was further validated by the guest interview with Jimmy Chin; a Mountaineer, Skier and Filmmaker:

 

When the keynote was completed, the Expo Center opened. In my experience over the past 6 years, this was the largest, yet most intimate and well designed:

 

Not only was there space for all the excitement, there was constant content from the intimate "Tech Talk," large group "Theaters" and demo stations; all compelling and complementary:

 

Much of this information will be shared upon completion of the conference, but, for my last topic, I chose the popular roadmap! Demo's were very popular, along with the official statements from the CA Product team. Below are the infographics of the PPM session:

  

 

I have always been a proponent of Product Community groups and Product Owners who share their insights in a healthy ecosystem; which is ever present in the way this vision was presented:

 

For more, check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.