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How can you plan faster and smarter? How do you confront competition from nimble startups? How do you make sure you're working on the best ideas? If you're at the Gartner Program & Portfolio Management Summit on June 12-14 in the D.C. area, we might have some answers for you.


In the session "Strategic Roadmapping for the Agile Enterprise," Kurt Steinle and Brian Nathanson of the CA Project & Portfolio Management product team join Jonathan Borden of GE Digital to talk about how top-down planning speeds up innovation. When teams are overcommitted and investment plans are driven by operational backlogs rather than a shared vision, strategic roadmapping helps you plan the way modern enterprises do: iteratively.


Top 3 Reasons to Attend

  1. How to scale agile across the entire organization.
  2. Real-life tips and tricks
    to get you started.
  3. Building the right culture, where skills match work.

Follow the event live on Twitter under @CAPPM and #GartnerPPM

Many of my posts are about how PPM adoption generates business value. In this blog, I will highlight a popular but sometimes underutilized product called CA Productivity Accelerator (CAPA), which facilitates rapid, sustainable user acceptance via system training modules.


CAPA has been around for many years, and its use ranges from scaled point-of-need system training to a full turn-key training solution. I’ve seen customers gain high value from this tool when thoughtfully used as part of an overall training approach. I’m reminded of the Microsoft Office paperclip - which filled a vital role: supplemental quick, focused training.


As part of a PPM organizational readiness approach, CAPA can be an on-demand complement to ecosystem education and hands-on training. When I roll out implementations, I refer to CAPA as my first line of support. Once solutions are operational and users are interacting with the software, CAPA can be valuable for quick answer to a system question, like: a task not done often and thus easily forgettable; or an activity a user has just started to perform. While not a holistic training/adoption/change management solution, it’s an important part of your organizational readiness approach.


As discussed in previous posts and presentations, the out-of-box CAPA modules are for out-of-box system capabilities. If you modified your environment, CAPA may not match up with it. For that and a number of reasons, there is a trend to standardize on leading practice and out-of-the-box system functionality, thus enabling customers to leverage CAPA fully. That said, CAPA can be customized to match your environment.


Here is how PPM users access CAPA: from anywhere in the system, users can select the “Learn” menu item and be routed to CAPA, which will pre-populate its training library to the current location:



CAPA organizes short content exercises that users can filter for and take on-demand. This offers a powerful support for nearly any system topic. The training and interaction is organized by a simple method - the same method I use when creating and conducting custom hands-on training:

  1. See It! – automated demo with steps
  2. Try It! – manual demo with steps
  3. Know It! – manual demo activity quiz
  4. Do It! – manual production update
  5. Print It! – printing the demo steps



Here’s a white paper I find valuable, as it describes on-demand training components and reminds us of this truism: “We forget up to 70% of what we learn in training if we don’t apply it within two weeks.”



In addition to CAPA being an on-demand option, I include it in my hands-on training classes as a reference. If users are able to rely only on CAPA for training, here’s the path of the proposed curriculum, organized by persona:

  • Navigate to PPM and select “Learn” in the top right menu
  • Select a discipline (links below) and scroll to the “Lessons Included” section
  • Go back to CAPA and use the action bullets from the “Lessons Included” section as your guide: Filter for each bullet within CAPA and take the short course 


When I work with PPM customers, I refer them to the capability-based (persona) disciplines. These are organized as a formal training program, but can be taken a la carte with current CA PPM CAPA licenses.




Many organizations are moving toward simplicity, out-of-the-box functionality, and leading practices when initially implementing PPM solutions or when maturing an existing solution. As part of an organizational readiness approach, training is not only a nice-to-have, but vital to success. CAPA is a great first-line tool as part of an operationalized process for supporting the solution.


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.

How much more efficient (and stress-free) would you be if it was easier to create and view future work? Well, your wait is over: CA PPM 15.4 is here. This blog is our first look into the new enterprise portfolio planning feature known as Roadmapping, which supports your top-down planning needs with drag-and-drop ease.


New Roadmap UX

When you log into CA PPM 15.4’s new UX, you land on the Project Management page. Click on the Roadmap icon, outlined here in red, which takes you to the Roadmap List page.



Three layouts help you create and visualize your roadmap items: TimelineBoard, and Grid.


Timeline Layout

In the Timeline layout you can see roadmap items you are planning by months, quarters, and years. The roadmap items are displayed as bars indicating Start and Finish dates, circles indicating just a Start date, or diamonds indicating just a Finish date.


As a portfolio manager, you can easily create planned work by clicking and dragging your mouse on the roadmap or uploading your items using a CSV file.




Three advanced features assist with planning and organizing work:

  • Scenarios:Create variations of the same roadmap to evaluate different strategies
  • Metrics:Add up to three numeric metrics per roadmap item and view them in the timeline
  • Saved Views:Save different views of any roadmap in any layout with personalized changes for each user


These advanced features can help you convey the work to different stakeholders, from development teams to executives, in a way that is meaningful to them.


Board Layout

The Board layout is a drag-and-drop view that can immediately indicate operational status. The organization of work can be grouped using global or roadmap-specific “picklists,” which can be used for Timeline swim lanes, color coding, and Board columns.




Grid Layout

The Grid layout provides spreadsheet capabilities where additional information can be added to work being planned. The portfolio manager can further define and provide high-level detail for investments such as cost, capacity, ROI, and rank.




This additional information will lead to more informed decisions on strategic initiatives and future work in the pipeline.



Your CA PPM administrator sets up the new user interface, and it is very easy to get access to this great new capability. Users just need to be assigned new Roadmapping security rights in the system.

Have you used the new roadmap feature? Share your experience, tips and opinions by joining the conversation and posting in the Comments section.


For readers interested in more detail, check out DocOps.  You can also reach out to CA Services for information about CA PPM Release 15.4 upgrades/implementations and individualized business outcome references and analysis.


About the author: Mike Pokorny is a CA Services architect who has helped businesses in industries such as oil and gas, banking, healthcare and aerospace visualize and implement solutions to improve business processes and get better outcomes by leveraging CA PPM.

If you spend a lot of valuable time manually creating and updating ten or more resources in Excel spreadsheets, youre probably wondering if there isnt a better way to spend your time. After all, you could use that time to get other action items checked off your list.


And with the manual process, I bet you have another nagging worry: Do my updated spreadsheets actually reflect my resources accuratelyhow do I know that the spreadsheets capture all organizational changes?

The simple answer is, you dont.


Whats a resource administrator to do? The simple answer is, the CA PPM Resource Adapter PWP (packaged work product) automates user provisioning and resource capacity maintenance, saving time and money. And it can also save your sanity: The automated bulk upload of user and resource data from an HR system such as SAP, PeopleSoft or WorkDay helps to keep resource data in CA PPM in sync with whatever HR system your organization uses.


Its really as simple as that. Deploy the CA PPM Resource Adaptor PWP today! 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?

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

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 15.4 upgrades/implementations and individualized business outcome references and analysis.


What kinds of worries have manual resource spreadsheets given you? Feel free to post in the comments section of this blog.


What kinds of worries have manual resource spreadsheets given you? Join the conversation by posting in the comments section of this blog, or contact me directly via email.


Helping the Overcommitted Organization Deliver



With lower entry barriers, new competition can walk right in and take your market share. Stuck with arduous annual planning sessions and limited portfolio insight, it's hard for organizations to fight back. You can't be overcommitted—slowed by backlogs and obsolete plans. Execution is the key. Join the third-annual PPM virtual summit on May 17 to hear from industry experts about how you can deliver better business outcomes with agile project portfolio management. Don't miss industry experts Donna Fitzgerald, Rick Morris, Jesse Fewell, Mark Price Perry and Andy Jordan.



The Struggle Between Agile and Project Management

Rick Morris, R2 Consulting

14:30 BT / 6:30 am PT  RSVP


Agile is not a fad, it is a reality.

One of the biggest misconceptions is that Agile is new. However, there is a struggle that seems to be happening between the understanding of the Agile world and the Project Management world. What does it mean to be Agile? If we are an Agile company, do we need Project Management? Rick will discuss real life experiences and even how his own thinking has been transformed in what will be an entertaining, enlightening, and lively discussion.



How Will Future Technologies Like Automation & Blockchain Disrupt PPM

Doug Page, CA Technologies

20:30 BT / 12:30 pm PT  RSVP


The app economy and mobile internet changed the way we work over the last decade. New technology improvements have mobilized companies to act faster and more efficiently. But it has also come at a cost. With Blockchain revolutionizing everything from retail operations to finance, we will take a hard look at how these technologies will change the way the PMO operates. We look at pros and cons of how fast emerging technologies create disruption and how to get ahead of it.



Roadmapping: Accelerate Your Innovation

Linda Chase, CA Technologies

19:30 BT / 11:30 am PT  RSVP


Most of us are stuck building roadmaps from the ground up, filling out hundreds of required fields just to get started. But there’s a better way. Join Linda Chase, CA PPM Product Manager, to learn how to get alignment between your business goals and investments by planning from the top down with road maps. Simplify your roadmap and bring new ideas to market faster.



Agile Development’s Impact on Your Project Finances
Sonja Furneaux, CA Technologies

13:30 BT / 5:30 am PT  RSVP


With the shift to more agile-based development cycles, the PMO and her counterparts in Finance are faced with new challenges properly tracking capital and operational expenditures in accordance with the law. Sonja Furneaux, a project portfolio consultant with long experience in financial management, will guide us through the obstacles and show us how to set up and run project finances aligned both with latest Agile methodologies and accounting policies.

Web Show on Agile Business

New episode last Wednesday of the month


Agile consultant Rick Morris of R2 Consulting and Alf Abuhajleh from CA PPM product marketing talk to industry experts about the challenges and benefits of moving to continuous planning, iterative delivery and social team work. In "Rick's Corner" we learn about business books, apps and ideas, while Alf's "Final Thoughts" give you an alternative take on technology in a modern world. Follow: @rickamorris and @alfzoo


EPISODE 9: What's Your Business EQ? with Colin D. Ellis

We talk to best-selling author Colin D. Ellis, who explains the importance of emotional intelligence in the workplace. Today’s employees aren’t blindly following anyone, regardless of their title. The manager’s role is changing. We have down played EQ in the organization for far too long. We even call it a soft skill. But it’s one of the hardest things we will ever do. Rick’s Corner looks at Rachel Hollins new book “Girl, Wash Your Face.” Alf’s final thoughts are on the Turkey.


EPISODE 8: Social PPM with Erika Flora

We talk to Erika Flora of Beyond20 (@erikaflora) about the impact social media has had on project management. Often collaboration tools, when brought in as shadow IT, form silos rather than broader networks. While more and more business is done digitally, face-to-face meetings are becoming even more important as we work remotely, across different time zones and cultures. And talking about culture, the different approaches to social collaboration exhibited across Generation X, Millennials and Generation Z are quite different. How do you incorporate that in your operations? In Rick’s Corner we hear about the upcoming 30th Anniversary of Disney’s Mickey Mouse Club reunion. And Alf closes with some final thoughts on Who Taught Your Software to Do That and other lessons about evil machine-learning and A.I.


EPISODE 7: Dealing with Upgrades


Although upgrading CA PPM is often as easy as adding a patch, many companies encounter cultural and organizational challenges when they try to introduce change. Wes McCoubrie of Rego Consulting joins us to talk about the basic issues, where they originate and how to overcome them. Rick’s Corner takes on coaching and our final thoughts are about the exciting start to the NFL season – and what we can learn from it.


EPISODE 6: Scaling Agile


We talk about the challenges you’ll face trying to expand Agile from the team level to rest of the company. Sure, you get a dozen coders standing in a circle for 10 minutes, but can you make elephants dance? Then Rick dives into positive intelligence, while Alf offers a peek into an upcoming PPM maturity survey. And don’t forget to register for CA World ’18 at




We talk about simple PPM hacks, drawing on real customer examples, that make life easier for project, resource and financial managers. Rick's Corner explains why just buying a book won't make you smarter (or richer). And with the upcoming World Cup Soccer, Alf explains how mandatory project portfolio management training helps Qatar getting ready for 2022.


EPISODE 4: Growing Agile from Team to Org with John Stenbeck


Best-selling author and agile PPM expert, John Stenbeck, joins us to talk about the challenges of scaling agile from a few teams to the entire organization. With the use of data and realistic expectations, you can win over the executives. That’s a good start. But be careful, some organizations use waterfall methods to roll out agile practices. In Rick’s Corner, a classic coding trick you can use to get kids interested in critical thinking. And as a Final Thought, a caution to stay away from no-code apps – it’ll be the end of us.


EPISODE 3: Risks and Dependencies


We talk about the need to incorporate risks and dependencies into project plans, develop contingencies, and communicate road blocks widely. Rick takes us through the 13th-floor principle, explaining the urge to sweep issues under the rug. Combining Parkinson’s and Murphy’s Law, we provide tips and tricks on how to get started – before comparing Ferrari’s F1 engineering team with your average PMO.


EPISODE 2: Disciplined Agility with Scott Ambler


We talk to Scott Ambler, the co-creator of the Disciplined Agile Framework, about the need for software, problem with quick fix solutions, and how disciplined agile delivery works outside of DevOps and IT. Rick review’s John C. Maxwell’s “Developing the Leader Within You,” and Alf muses on how work components, like budgets, plans and teams, can be reused the same way SpaceX Falcon is salvaged.


EPISODE 1: Our 2018 Agile PPM Projections


Listen to belated 2018 predictions on agile project portfolio management, find out about a new app call Peptalk Motivational and hear why artificial intelligence will be the end of us. Host Alf Abuhajleh and Rick Morris bandy about news and ideas about what it means to be agile in a modern world.