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37 Posts authored by: Erich Kissel Employee

Hello PPM Practitioners, I am very excited to share the latest interactive CA Services Webcast in the new PPM Insights series Live panel discussion featuring experts from across the globe, sharing practical insights for leading PPM challenges. Richard Dunmow, Managing Consultant, joins Senior Architects Robert Peacock, Mike Richman, and James Kruger, who share from their extensive experience with organizations of all sizes and maturity levels; from a variety of industries to the public sector. Topics include adoption, agile (or not), what to do (or not do – ever!), planning, PPM evolution, and more.

 

Link to: [REPLAY] Top Challenges and Real-world Solutions – September 13, 2018

 

My highlights include:

 

  • This has been the case for many years: "More and More with Less and Less," and that has given way to the "Accelerated Pace" model. We are seeing increased need for PPM to enable people to collaborate more, be flexible and show the basic data like: what people are working on, where that fits within organizational priorities, and how to work in an agile way / scenarios.
  • Note: check out the CA PPM 15.5 release blogs, which focus on team based planning, agility and connecting the portfolio level ecosystem to the delivery of work. And, throughout the life of our implementations, "Taking the Work Out of Work" is paramount.

 

  • Every organization is doing top-down planning in some way. Whether they are connecting the top level strategy to the low level approach is the question. 
  • Reaction within groups tend to be a bottom-up response, verses taking the time to strategically build a roadmap. These concepts are not difficult, but connecting the dots towards "what-iffing" can be. If we are to much in the fire fighting mode, we will miss opportunities for efficiency and effectiveness with our investment delivery. Organizations must take a step up to leverage fast and simple ways to match their objectives to the details underneath.

 

  • In addition to the CA Services Modern PMO approach, which focuses on processes (Management Operating Systems and Contextualized PPM Ecosystem Rhythms), and change management (Organizational Readiness Approach for PPM, not just and PPM), true executive sponsorship is key.
  • To achieve data as to fortify the who/what/where/when/why measurement of adoption, organizations must define unique organizational KPIs, then track them. This can start very simply, often with existing and historical information. From there, maturity towards insight and foresight may occur. Another way to state this is: "Good Metrics are a Measurement of Movement Towards Business Goals."

 

  • Many organizations align programs and projects to goals at the beginning of their fiscal periods, but do not always track the breakdown of investment as they are worked. It is imperative to take the next step of re-evaluating on a consistent basis the priority and cost. Alignment can quickly slip and organizations should use the insights from PPM as bumpers to help guide towards the correct path throughout the year - confirm continuous work on the right projects at the right times.
  • Benefit realization has moved from a 5 year cycle to a 1 and 2 year. We have all seen this, and benefit tracking can be difficult to achieve, but there are simple options like: service desk tickets, and time to market trends that can start us down our journey. There is existing data that organizations can start to analyse. Ultimately though, unless we can identify and quantify benefits in a system, we cannot justify ROI.

 

Make sure to also check out other PPM Insights series:

 

  

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.

In honor of the latest CA PPM release, I would like to promote a valuable resource to new and experienced PPM Practitioners – and when you think about it, with the rate of change, we are all new to maturing processes and system functionality when enabling business value. Please note: this blog series is NOT a CA sales tool, and has strictly been a community share, but sometimes I do reference CA branded information. In this post, I will highlight some insights from the CA PPM Product site, which I think will benefit the group. You are welcome to click in for more detail, also, check out this blog series for the latest and greatest insights from the services feet-on-the-street perspective.

 

Strategic Roadmaps for Continuous Planning - eliminate annual planning and build top-down plans in minutes–adding work, resources and budgets with drag-and-drop ease. This enables teams to communicate business outcomes across the organization, allowing stakeholders to agree on a common set of objectives.

 

  

Working with Teams Across Portfolios - define teams, change them on the fly and move them between investments. Automatically update project financials with the actual time spent on each task. Managers can see teams' start and finish dates, booking status, estimated time of completion, total allocations and total actuals.

 

  

Task Boards for a Shared Understanding - create a visual task list on the task boards. This allows your own process flow, assign staff to tasks and prioritize work. Keep all team members in synch and share plans with other groups and executives.

 

 

Project Blueprints for Faster Planning - get projects up and running in minutes. Configure the standard project template to fit any team’s needs. Add project details, insert page sections, pick modules–such as tasks, financials and documents; and select from a growing library of KPI gauges. 

 

 

Familiar Financials for Deeper Analysis - the ability to easily access, view and modify project data is key to ensuring budgets are well spent. Financial planning pages have been redesigned to mimic Microsoft Excel® spreadsheets in both look and feel. Connect this Project Portfolio Management software to your favorite BI software, including Power BI and Tableau.

 

  

The Right Team for the Job with Modern Resource Management - information about worker allocations should be at your fingertips. Here you can provide one consolidated view of each employee’s project queue and their schedule. Managers explore staffing options with telescoping and pinning features that replace outdated filtering and matching tools.

 

  

If you haven’t already, read the latest CA PPM 15.5 release blog here; and for more, check out the PPM Insights blog seriesI 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 CA PPM General Availability (GA’s) announcements, this blog series has been highlighting the latest capabilities and their value to you - our Practitioner community! Coming from the perspective of feet-on-the-street services and architecture, this post will focus on impacts to your business processes; and highlight how new 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 Services for customized demos and insights specific to your unique environment.

 

Click here to read the Solutions Brief:

 

 

Hot Topics I see in the field:

  • Team-Based Planning is finally here! This request has become a vital market need that I hear more and more with my customers and maturing PMOs. In simple terms, you can now define, allocate, assign and submit timesheets for teams, including via the mobile app. This even includes populating cost plans with team data. CA PPM can now treat teams as a single resource, which may hugely impact the effort to manage; as well as data quality for insightful reporting. This is the kind of win / win that resonates within our ecosystem and I look very forward to implementing it with customers.
  • Roadmapping with the balance of top-down and bottom-up techniques enables us to have a more complete view of resource information. With my customers I often explain Portfolio, Capacity Planning, and What-If Scenarios like a bouncing ball. Yes, we need the granularity of investment schedules and costs, but before we can "bounce up" with that detail, we need to drop the ball from a "high level" perspective. I find this is a paradigm shift from a traditional Project Management construct (bottom-up), but must be understood and manifested at a Portfolio Management concept (top-down).
  • Configurable Investment Types enables organizations to label, organize, and track their work from the perspective of their lexicon. When I discuss PPM and / or Agile topics, nearly every time terminology gets in the way; and as these concepts may be reasonably understandable, the implementation and adoption of them tends to differ with and within every organization. Diffusing this unnecessary friction can be a key tool when implementing change and delivering the true business value.
  • CA PPM + CA Agile Central Investment Integration has been balancing agility and governance to enterprise portfolios for some time now, but is still cutting edge for most organizations. This Portfolio, Waterfall, Agile, and in-between solution requires corralling unique processes within groups, and also maturing the organization. Large change is not easy for organizations, but when data and systems are aligned to leading practices and flexible enough to adapt, Practitioners have the utility to be the PPM hero they strive to be.

 

Other Important Links:

 

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.

Hello PPM Practitioners, I am very excited to share the latest interactive CA Services Webcast in the new PPM Insights seriesCA PPM Out of the Box Workflow Capabilities, presented by Emma Price Terzian, @Em3aC8 . Time consuming and sometimes difficult tasks can be automated by leveraging simple workflows anyone can understand and create – even me 

 

Link to: [REPLAY] CA PPM Out of the Box Workflow Capabilities – August 9, 2018 - “How can I create a workflow today?”


“It’s easy once you know how to do it!” is one secret for working smarter. Learn the ins-and-outs of OOTB capabilities for Admin processes, their inner workings, and how to get started right away. If you ever wanted to know the how-to’s for anything from how to create workflow to set a flag when a picklist value is selected or send an action item to your Project Manager when the Project Status changes, this session is for you. Hosted by CA Services.

 

Make sure to also check out other webinars in this series:

 

  

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.

Hello PPM Practitioners, I am very excited to present my second Webcast in the new PPM Insights series -  and it’s all about you defining the PPM ecosystem investment and value realization!

 

[REPLAY] Improving Poor Data to Achieve Rich Outcomes – June 14, 2018

 

Insights on how a management operating system and process rhythms enable value from the PPM ecosystem. What do PPM practitioners really need to master to achieve rich outcomes? Hint: It’s not a tool. Live Q&A.

 

            Sneak Peek:

 

 

[REPLAY] Enabling Adoption When Implementing Organizational Readiness – May 10, 2018

 

Insights on adoption-centric organizational readiness, process and system configuration design. Practical approaches you can take now to build a model that adapts, scales, and matures so you get more from your people, technology, and project investments.

 

Sneak Peek:

 

 

Check out these additional supplemental PPM Insights Blogs:

 

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.

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.

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.

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.

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.

Hello PPM Practitioners, excitement is building as it is nearly CA World ’17 and I will be your feet on the street blogging  and tweeting throughout the event! If you plan to attend, message me ahead of time with comments or questions and we can meet-up to discuss. But, even if you are not, everyone can follow these posts which will highlight key concepts and happenings. We are in for a leading-edge conference with themes of removing the barriers between your ideas and business outcomes! Luminaries will share fresh perspectives and show the powerful new features of CA PPM and CA Agile Central.

 

In this blog series, we try to present solutions and real-world insights about what success looks like for you. We discuss strategies and solutions to align project goals with the business outcomes that matter most to your organizations. And, as part of CA World ’17 we will focus on “The expertise you expect. The relationship you’ll appreciate.” As CA Services, we have an all-encompassing yet simple model:

 

  • Plan. Expert consultants and architects help fast-track your solution to support the business outcomes you require.

  • Implement and Transform. Help configure your CA solutions to drive change, enable faster adoption and empower your organization to take advantage of new capabilities.

  • Manage. Holistic approach lets you focus on what’s important to your business. Application management services go beyond traditional administration, providing ongoing proactive support that helps you continuously innovate and improve.

  • Upgrade and Optimize. Enables you to upgrade to the latest version and optimize your solution. Accelerate time-to-value, reduce risk and improve ROI; and learn how to take advantage of new features and functionality.

 

This year, CA Services has three sessions during pre-conference education, including a don’t-miss Blueprinting class. If you are not going, check out the education topic list and let me know which ones you’d like to hear about as they happen.  If you are attending, plan ahead to get into your preferred seats; demand is high, and they fill up quickly. Below is a preview of some of the hot topics I recommend, and again, we will keep the dialogue flowing before, during and after, so stay tuned online!

 

Case Study: Building Boeing's Technology Blueprint for the Next 100 Years.

Boeing is on a two-year journey to transform its $2.4 billion IT department. The project management office focused on strategic alignment of cost reductions and shifting resources to transform the business. The result is funding that’s aligned to company priorities and real-time decision making in an IT organization in step with projects and portfolios. Stay tuned to hear the lessons learned.

Case Study: Driving Behavioral Change Using Portfolio Management.

Telstra utilizes CA PPM to manage multiple project management offices and annual capital budgets. We will find out how Telstra manages the planning cycle with a tiered PMO structure, and hear an overview of desired behaviors and how CA PPM acts as a key driver of change; as well as how to develop roadmaps and track variances to plan.

Customer Panel: Road to a Modern PMO.

This is a CA customer panel discussion on what it means to be a modern PMO; and the real-life successes and failures committed along the way. We will take home tips and tricks on how you can start to modernize.

Case Study: Shrinking Board Reporting from Two Weeks to Two Days.

Ireland’s largest bank, Allied Irish Bank, modernized its project management office with CA PPM and in the process managed to dramatically reduce the time it takes to run reports, simplify project and portfolio standards, and move the change authorization process online. Follow how the bank deployed and operated a complex change portfolio across three geographies with hundreds of projects and 3,000 people involved.

Case Study: Rewriting the PMO Mission Statement with Agile.

Pitney Bowes is rewriting its project management office mission in support of a digital transformation involving CA PPM. The goal is to drive business results, not project results. To do this, they focus on strategic, multi-layered portfolio analysis out of the box, and integrations with multiple, disparate tools across the company - such as CA Agile Central, SAP, Jira, Aha! And Trello - to bring engineering, finance and product management together.

Case Study: Migrating to CA Project & Portfolio Management SaaS with AMS.

Transitioning from an on-premise to an on-demand version of CA PPM means a different set of challenges and opportunities. This presentation will outline suggested best practices for engaging and communicating with the CA Application Management Services partners who support your CA PPM SaaS solution.

CA PPM Roadmap Overview.

Kurt Steinle, VP of CA PPM Product Management, talks about the product roadmap and how it will help you modernize the PMO.

 

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.

Hello PPM Practitioners. The healthcare industry has been going through massive changes with the Affordable Care Act uncertainty and significant cross pressure in the market, which is driving innovation. This post focuses on delivering PPM outcomes in the complex Healthcare vertical, and highlights some important content you can use when transforming your organizations.

 

Industry Changes:

Cross Pressure from Markets:

 

 

Healthcare can be difficult, and a mature PPM ecosystem is crucial to increased agility and to innovate faster so you can deliver life-saving services more quickly and safely. This paraphrases a valuable online resource: Healthcare, rewritten by software.

 

The healthcare industry is facing an unprecedented combination of competitive, regulatory and financial pressures that must be addressed through innovation and operational precision. The empowered digital healthcare customer, armed with a wealth of information and tools, adds another dimension with a demand for more transparency and personalization of their treatment.

 

Check out this awesome post with artifacts you can use: Research, Case Studies, White Papers, eBooks and even take an Assessment! Though the concepts listed above can cross solutions, PPM is a vital component and a clear connective tissue. A hot topic to this is APIs, which are a major asset for Healthcare as these help drive down costs and access multiple systems/data points.

 

APIs Connect Apps to Data Securely:

 

 

The reason I bring up APIs is because CA Services has extensive experience and utility across a range of Healthcare challenges and offers a distinct advantage to achieving desired outcomes (note: Healthcare is the #2 PPM implementation vertical). It is important to evaluate professional services providers based on their ability to support your complete transformation or implementation engagement. Seek out providers who understand and work within ALL the stuff that affects Healthcare projects, like Security, Infrastructure Management, Agile, and more. The ability to bring in multiple disciplines, with broad knowledge and extensive experience of the complex interconnectedness of Healthcare, provides you with a distinct advantage and bias towards success.  

 

CA PPM Services has an arsenal of tools in this sector, and below are some common outcomes:

 

 

To truly manage a PPM solution across the multidimensional Healthcare environment, it is imperative to holistically architect it. CA Services and products offer that end-to-end model, and is a good standard against which to measure capabilities of any provider. Your ongoing organizational transformation is a vital investment, and trusting the breadth and depth of experience from a service provider can enable you to survive and thrive.  Having a powerhouse of talented and interconnected experts across every discipline is crucial; and is the reason experienced Practitioners hesitate to entrust such a critical area to niche solution advisers whose experience can be limited and limiting.  

 

New Resource Site! You asked, we responded. We have consolidated many of the common hot topics into a single CA Project & Portfolio Management Services portal (screenshot below). You can find Implementation, Upgrading, Migrating to SaaS, Application Managed Services, and much more. Also, see this in action with the Modern Software Factory.  Thanks for asking, and I know you’ll find it useful.

 

 

Reminder: It’s nearly CA World ’17. As a former customer, networking with peers was vital to my ability to deliver, and CA World is a perfect place to deepen your PPM knowledge! Consider joining us this year, where Keynote Luminaries share fresh perspectives and insights, Industry Leaders, Influencers and Practitioners meet and mix, and you can speak one-on-one with the CA Services and Product teams. Plus, see all the powerful new features CA PPM offers, participate in hands-on labs and training, hear customer presentations, and network with your community. Click here for more information.

 

 

Interested in more detail? 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.

Hello fellow PPM Practitioners; as a former CA PPM customer and current Services Architect, I’ve been involved in many decisions to move to or implement solutions directly to the cloud. The trend is moving toward SaaS for several reasons. When considering your alternatives, check out the info below.

 

In my experience, one of the most valuable things about moving to SaaS is the ability to quickly, economically and securely upgrade to the latest system version. The (current)15.x series and new UX have been delivering desired outcomes by improving adoption, overall usage and enhanced functionality like never before. I’m not exaggerating when I say that the 15.x series (and beyond) are PPM game changers!

 

Here are some of my favorite excerpts from “Top 10 Reasons Customers Select CA PPM SaaS.”

 

 

Get Started Quickly

Organizations can quickly deploy and configure CA PPM SaaS, which simplifies the process of buying, using and managing the solution. This enables provisioning of users and modules directly from the vendor, which shortens time to value from months to weeks. In addition, CA Technologies offers migration services to accelerate the move to the cloud.

Lower Costs

CA PPM SaaS is a user-based subscription service, so organizations don’t need hardware, software, storage, networking gear or a large IT budget to cover ongoing administration and maintenance costs. CA manages a world-class infrastructure, including applications, databases and reporting services, that’s significantly more robust than what most IT departments can provide in-house.

Be Sure You're Always on the Latest Version

Since many IT departments don’t have the time, money and/or resources that traditional software upgrades require, upgrades are often delayed, technology gaps widen and business productivity suffers. With CA PPM SaaS, upgrades are included in the subscription to ensure that customers can always take advantage of the latest features.

Experience a Higher Adoption Rate

People expect anywhere, anytime access to modern tools, at home and at work. Employees are more prone to adopt CA PPM SaaS in their daily work because it’s accessible on any device and provides a great user experience based on best practices. Of course, flattening the learning curve also increases adoption, so we’ve eliminated redundant features and configured CA PPM SaaS so it’s exactly what people in specific roles need, including Project Managers, Executives and Team Members.

Rest Easy with Stronger Security

Security is especially important to the Project Management Office, which often needs to grant access to financial and project information to outside stakeholders. While IT departments with non-SaaS solutions worry about vendors accessing corporate data, they don’t have to worry if they have SaaS. CA provides a much higher level of security than most organizations can because of budget, resource and time constraints.

 

Also consider these advantages:

  • Guaranteed performance or your money back
  • Scale as you go
  • Seamless integration
  • Quicker POC
  • Greener alternative

 

For more info, check out this case study about Toyota Financial Services.

 

 

Back to my comments about staying on the latest versions - as with the previous two releases, this blog series will give you a first look at CA PPM 15.3 immediately upon general availability (GA). Links to GA blog posts for CA PPM 15.1 and 15.2 are below: 

 

 

One last thought for today: It’s time to gear up for CA World ’17! Learn more and register here, if you haven’t already.

 

 

Interested in more detail? 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 our 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.