Grow Your Own PPM Solution

46% of organizations use a homegrown PPM solution. Here’s a better way to do it.

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Info-Tech will help you navigate between common PPM challenges:

  • Working without a PPM solution allows time and money to vanish without being accounted for.
  • Commercial PPM tools have far more functionality but are vastly more costly, complex, and difficult to adopt than homegrown solutions.
  • Implementing a PPM tool can be risky, as the solution and the surrounding processes must be in line with the organization’s specific needs, challenges, and culture.

Info-Tech will help you grow your own PPM solution that is:

  • Affordable by leveraging software you already own and use.
  • Adoptable because it lets you start using it today and mature gradually.
  • Effective by focusing on PPM functions with the best ration of highest value to low effort.

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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Module 1: Scope a Homegrown PPM Solution for Your Organization

The Purpose

  • Assess the current state of project portfolio management capability at your organization. The activities in this module will inform the next modules by exploring your organization’s current strengths and weaknesses and identifying areas that require improvement.
  • Set up the workbook to generate a fully functional project portfolio workbook that will give you a high-level view into your portfolio.

Key Benefits Achieved

  • A high-level review of your current project portfolio capability is used to decide whether a homegrown PPM solution is an appropriate choice
  • Cost-benefit analysis is done to build a business case for supporting this choice

Activities: Outputs:
1.1 Review existing PPM strategy and processes.
  • Confirmation of homegrown PPM solution as the right choice
1.2 Perform a cost-benefit analysis.
  • Expected benefits for the PPM solution

Module 2: Get to Know Portfolio Manager 2017

The Purpose

  • Define a list of requirements for your PPM solution that meets the needs of all stakeholders.

Key Benefits Achieved

  • A fully customized PPM solution in your chosen platform

Activities: Outputs:
2.1 Introduction to Info-Tech's Portfolio Manager 2017: inputs, outputs, and the data model.
  • Trained project/resource managers on the homegrown solution
2.2 Gather requirements for enhancements and customizations.
  • A wish list of enhancements and customizations

Module 3: Implement Your Homegrown PPM Solution

The Purpose

  • Determine an action plan regarding next steps for implementation.
  • Implement your homegrown PPM solution. The activities outlined in this step will help to promote adoption of the tool throughout your organization.

Key Benefits Achieved

  • A set of processes to integrate the new homegrown PPM solution into existing PPM activities
  • Plans for piloting the new processes, process improvement, and stakeholder communication

Activities: Outputs:
3.1 Plan to integrate your new solution into your PPM processes.
  • Portfolio Manager 2017 operating manual, which documents how Portfolio Manager 2017 is used to augment the PPM processes
3.2 Plan to pilot the new processes.
  • Plan for a pilot run and post-pilot evaluation for a wider rollout
3.3 Manage stakeholder communications.
  • Communication plan for impacted PPM stakeholders
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