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I’m very excited to bring you highlights of new PPM and Agile content from CA World. This post, part one of two, discusses some Agile blogs on CA Communities that you may not know about. Part two will show you what’s in store for the powerful relationship between CA PPM and CA Agile Central. As a preview, check out the presentation “Pleasing Customers with Portfolio Management that is Both Strategic and Agile” here.


Even if your PPM practice is traditional, it’s imperative that all PPM Practitioners are well versed in all aspects of the PPM-Agile ecosystem. As a Services Architect in the field, I’m seeing a definite uptick in Agile-related questions and hybrid models. One of my favorite things about Agile is that it’s totally customizable to any organization, group, team and work style.


When I was a CA customer, I transformed my PPM operations team into an Agile practice with great benefits that were actually quantifiable! I thought you’d like to know how we did that, as it can help you in your journey. Here are the initial, informal steps we took as we learned about Agile. We decided to only use it to manage our daily workload and stayed within all as-is PPM processes like Demand, Timesheets, Allocations and Status:

  1. Educated the team with Agile training (free online)
  2. Created a simple construct with ceremonies, agendas and measures
  3. Broke out the Post-it Notes and a white board
  4. Piloted sprints 0 – 5 with biweekly lessons learned
  5. Measured delivery and communicated success
  6. Started to gain support from leadership and created a scalable framework for other groups to leverage if they chose


The impetus for the PPM team’s initial experiment was questions about Agile from the business and the IT (E)PMO teams. At the time, the organization was not ready for change, and the concepts didn’t have executive sponsorship or strong influencers. However, my team wanted to get ahead of this trendy topic to position ourselves as thought leaders. We wanted to offer new value to our customers, to show them that PPM and Agile don’t compete with each other, but instead they complement each other. With a positive attitude, a little ingenuity and very low investment, we proved our value beyond supporting and enhancing the as-is PPM processes and system.


Expanding on our success, we consulted internally with other groups looking to move in the same direction for both internal operations and customer-facing programs. Our hypothesis was that we could understand the intricacies between our culture and Agile best practices, and then propose a hybrid: PLC and Agile PLC for Financial Management, Status Reporting, and Resource and Portfolio Management. Working with the existing (E)PMO, we achieved these integrated policies, artifacts and compliance standards; plus, we were able to quantify and report on our delivery stream. This is not a formal case study, but, to wit: In our first year, we lost 42% of our team headcount, yet we showed higher delivery of prioritized enhancements and projects than in the previous year. Because of the priority and sprint rigor baked into our Agile model, we showed value and started scaling to other groups. We were now seen as internal leaders, and we plugged into a formal organizational readiness program for top-down Agile transformation that included tool adoption, documented processes and KPIs, formal training, and more.


It’s often said that transformation must come from the top, but it can also start at the ground, even with just one person; at any level. I started by searching YouTube, Google and Twitter for free training. I’m a firm believer that people drive change and the success of any organization; and as PPM Practitioners, we can seize this opportunity to become leaders in this hot arena, even if our organizations don’t have the skills or aren’t asking for it yet. At the very least, the new knowledge will improve our PPM acumen.


For readers interested in more detail, CA World content will be published here after the conference closes. I also encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. If you’ve read my blog series, you know I view community involvement as indispensable to success, and this is another great option.


You can also reach out to CA Services for individualized business outcomes references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and Twitter @PPMWarriorBelow are links to some CA Agile blogs. This is a great way to educate yourself and step into the broader community.


CA Agile Insights Blogs Link:


This series of blogs elaborates on a few hot topics presented at CA World that I think will directly interest and impact PPM practitioners. In doing so, I have collaborated with Bryan Reid, a Senior Director of Practice Services at CA (and incidentally, a former customer, as am I). I first met Bryan when we were on the Customer Advisory Board for CA PPM a few years ago, and truly respected his passion for enabling the outcomes that customers needed.


While we can’t cover every detail in this blog, we can focus on three initiatives that we believe are the most impactful, whether you’re building a practice, planning an upgrade or doing initial research. We will be referencing the “Vision and Roadmap: CA Project & Portfolio Management” session:

  1. Vision Overview
  2. CA PPM 15.1 Reimagined (latest release)
  3. Roadmap

Below is an introductory slide that summarizes the thinking about CA PPM (and the entire software industry):



We also want to emphasize that the latest release has greatly increased usability. For more, see my blogs "New CA PPM 15.1 Functionality Improves User Adoption and Builds Business Value" Part 1 & Part 2.


Here’s a high-level summary:



Also, Bryan and I want to share a few key insights around the roadmap:



FocusWhat's In It For You?

Extending the Power of the Data Warehouse:  Power BI Connector

This is an exciting topic for me because it’s not taboo to use Tableau or Power BI. Reporting is perceived as the most impactful driver of delivered insight that PPM processes and tools have, and we will have a connector to enable SaaS data warehouse integration to third party BI solutions (Power BI, Tableau).


Adaptive Project Management

With features like the “Living Status Report”, everyone benefits from stop chasing team members and start consuming/crowdsourcing. This emphasizes the results and productivity, not process:

  • Understand what the team or an individual is working on
  • Capture artifacts in context of the project
  • Communicating in context of the work being performed

Other real life value for Project Managers and team is that it is live online, can move sections, toggle back and forth between tiles/data points including a 2 week rolling project calendar.

Time and work Transparency

I like this because It’s about TIME! Time Entry & Mass Approvals for the Millennial Mindset drives broad user adoption across the enterprise:

  • Deliver additional functionality while improving the overall user experience
  • Enter time for others
  • Filter Approvals by other Resource Managers & OBS
  • Copy Charge Code and Input Type Code when copying a time row
Reinventing Resource Management

Everyone is trying to find the magic filters to address the problems you need to address, and you don’t need to do that anymore: 

  • Telescope into the right time period
  • Pin the people you want to work on
  • Fix the problem


Connect and Collaborate

Elevate current Project level conversation capabilities to that of a social experience:

  • Collaborate in context of the work being performed
  • Comment on a post
  • @mention with notification in the browser 
  • Apply and search by tag(s)
  • Search by contributor
Better Together

This is about keeping engineers in the context of their workspace

Integrated PPM Time inside of Agile Central. It enables response to customer demand for an integrated cost management solution for both PPM and Agile Central.


Please be on the lookout for other communications about the vision and roadmap. Many thanks to Bryan for his insights. For readers interested in more detail, CA World content will be published here after the conference closes. I also encourage you to participate in the best-in-class CA Communities site, where you have access to communications, events and support. (Over the years, Bryan and I have gained great benefits from the peer-to-peer interactions. As you may have heard me say, we can’t achieve our desired outcomes with software alone, and I believe that this knowledge exchange is imperative to our success.) In addition, you can reach out to CA Services for individualized business outcomes references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and Twitter @PPMWarrior or Bryan @Bryan_C_Reid.

This blog elaborates on a few hot topics presented at CA World that I think will directly interest and impact PPM Practitioners. Here I will focus on the session titled “Learn How CA Services Can Help You Optimize Your PPM Journey.” In this session, three CA Services colleagues - Bryan Reid, George Starr and Stephenie Harp - discussed what works and what has changed about how we implement and/or facilitate adoption of CA PPM. The topic aligns with my “PPM Insights: Surviving to Thriving” posts.


Bryan, George and Steph focused on customer questions and concerns about user adoption. For instance:



These simple yet provocative statistics are supported by formal surveys and crowdsourcing our real world experience.


Here’s an analogy: the transformative element of the Waze app is that in addition to getting you from point A to point B, it also alerts you to “danger” (police, road hazards) in your path. Partnering with CA Services brings similar benefits: "we help organizations stay in the best traffic flow, using scorecards and road signs to determine your progress."


CA Services often conducts an assessment that follows proven techniques for value realization, and it has become a popular and valuable tool:



Along with measurements, standards and best practices, organizations need assistance defining the solution that will provide value today, while laying a foundation to extend capabilities when you’re ready to mature your PPM solution.


Well-defined plans and outcomes are essential to defining and measuring PPM success:



Other questions most frequently heard in the field concern migration of solutions to the cloud for business and technical reasons. When beginning the migration process, it’s important to prioritize focus areas. Here are four key steps for your migration journey:



To improve solution performance and maximize the value of your CA PPM investment, it’s also important to complete the following tasks in the pre-migration phase:


  • Evaluate business processes
  • Assess PPM maturity
  • Determine Organizational Change Management (OCM) impacts
  • Identify best practices to leverage
  • Review usage and telemetry statics
  • Evaluate technical debt
  • Analyze SaaS cost savings


Planning is essential to successful migration, and a formalized plan that defines the impacts on people, process and technology is key:



One last thing: communication is an extremely impactful component that must be baked into the migration journey. Effective communications help to ensure the buy-in from stakeholders, the project team and end users, which is critical for smooth delivery:



Many thanks to Bryan, George and Steph for their insights. Please be on the lookout for other thought leadership from the CA PPM Services team and for real-time cutting-edge content live from CA World through these posts and my Twitter feed; I will be Tweeting and Periscoping throughout.


For readers interested in more detail, CA World content will be published here after the conference closes. I also encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. In addition, you can reach out to CA Services for individualized business outcomes references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and Twitter @PPMWarrior.

Hello CA PPM Community,


Hope you are all looking forward to another great year for CA PPM @ CAW. The team is working around the clock to polish up last minute items and we look forward to seeing everyone in Las Vegas next week. Attached is a single document that outlines all our PPM sessions. Please use this as a good guide for CA PPM happenings, but like always check the agenda builder for all our PPM activities as things might change. 


We added several sessions the past couple of weeks I would like to bring to your attention. These sessions have space available so feel free to join as they will be great conversations.  


Lynn Reling, Kurt Steinle and Bryan Reid from our CA PPM team, along with a panel of customers presenting in session: AMT127P: Agile Management Theater 6 - 1:45 - 2:30 on Wednesday. CA PPM 15.1 Panel Session: Learn why the latest CA PPM release, 15.1 has helped improved the lives of customers by marrying the powerful PPM platform with an experience expected by today's user community.


Partick Kamm from International Game Technology presenting in session: AMT126S: Agile Management Theater 6 - 4:30 - 5:15 on Wednesday. Case Study: See how International Game Technology (IGT) uses CA PPM to manage a Lottery project portfolio of 2 million+ hours annually and drive strategic operational decisions involving demand/capacity: staffing.


Bryan Reid and our PPM Services team presenting in session: AMT124P: Mandalay Bay Ballroom B/C - 4:30 - 5:15 on Wednesday. Learn How 'CA Services’ Can Help You Optimize Your PPM Journey.


Henry Fuller and Brian Ruff from Carefirst BlueCross BlueShield presenting in session: AMX129S: Breakers H - Thursday - 12:45 - 1:30 on Thursday. Case Study: Resource Management Adoption for Waterfall and Agile Projects in CA PPM.


See you next week!


Jeff Moloughney


No one is more important to us than you -- our customers. That is why we need your annual feedback on the CA PPM solution.

We recently launched the 2016 Customer Feedback Survey for the CA PPM product. This one-to-three minute survey enables us to gauge your satisfaction with the product and our support of it. Thanks to those of you who have already filled out the survey this year, but we need to hear from more of you! You may also remember filling out this survey last year. Our CEO, Mike Gregoire, has made NPS scores a key metric by which we measure our progress toward improving your experience with us. Thus, we reconduct the survey every year in order to see what progress we have made.

The CA PPM product team -- including Product Management, Product Marketing, and Support -- reads each and every survey submission to help make our solutions and support better. We may even reach out to you to get deeper understanding of your comments.  

Please take a few minutes to help us measure where we are by clicking on the Survey icon below. The survey is open through January 13, 2017. Make sure to click the "Finish" button at the bottom of the last page of the survey to submit your responses. Thanks!

2016 CA PPM Customer Feedback Survey

Take the survey here!

Dear All,


Just wanted to keep you all updated with the new bug found where you can see lot of file not found errors in CA PPM 15.1 with Apache Tomcat 8.0.34 and above.


This is a benign warning and will have very little impact on Windows OS. We have provided an interim workaround and documented in the technical document. 


Knowledge Base Articles 



Suman Pramanik