Complete Perspective. Smart Decisions.

www.UMT360.com

@UMT360

LinkedIn.com/company/umt360/

From PPM to Enterprise Portfolio Management. See How UMT360 is Helping Companies Take Project Server to a New Level

Ben Chamberlain, Chief Product & Marketing Officer

Catalin Olteanu, President

2010

Partner of the

YearIn Program and Portfolio

Management

2012

Visionary

In the Magic Quadrant

for Integrated IT Portfolio Analysis

2013

Partner of the YearIn Project and

Portfolio Management

2012

Cool VendorIn Program and

Portfolio Management

2013

VisionaryIn the Magic Quadrant

for Integrated IT Portfolio Analysis

Consistent Innovation and Excellence

• Enterprise Portfolio Mgmt. Helps Drive Top & Bottom Line Performance

• UMT360 Solutions:• Project & Portfolio Financial

Controls• Application Portfolio

Management• Next Steps• Questions & Answers

Agenda & TakeawaysKey Takeaways:1)Enterprise Portfolio

Management will help you take your PMO to the Next Level

2)Portfolio Integration & Financial Intelligence are key to making smarter investment decisions

3)UMT360 is the only Enterprise Portfolio Management solution built for SharePoint & Project Server

2011 2012 2013 2014$0.00

$400,000,000.00

$800,000,000.00

$1,200,000,000.00

$1,600,000,000.00

$2,000,000,000.00

Demand vs. Capacity ChallengeOperational costs limit innovation

Run

Run

Total Demand for Growth

Overall Capacity for Growth

The Gap is Growing!

Grow & Transfor

m

Grow & Transfor

m

Sp

en

d in

$b

n

2011 2012 2013 2014$0.00

$400,000,000.00

$800,000,000.00

$1,200,000,000.00

$1,600,000,000.00

$2,000,000,000.00

Demand vs. Capacity ChallengeOperational costs limit innovation

Run

Total Demand for Growth

Overall Capacity for Growth

Closing the Gap!

Grow & Transfor

m

Run

Sp

en

d in

$b

n

Run

Grow & Transfor

m

Business Process / Capability

Application

IT Services

Projects

Maintenance

Rationalizing Run InvestmentsPortfolio Relationships & Financials Intelligence is Key!

$

$

$ Application

IT Services

Projects

Maintenance

$

$

$

$ $

$

Integrate Business

& IT Portfolios

Drive Complete Financial

Transparency

Assets & Projects are

Business Investments

Synchronize Roadmaps & Gauge

Cross Portfolio Impact

Maximize ROI from Strategic InitiativesTraditional PPM is Failing to Deliver Anticipated Results

18%

43%

33%

33%

Of projects fail to get implemented

Of completed projects have cost overruns

Of all projects are delivered late or over budget

Of projects do not meet their goals or business intent

Gartner

PMI

Standish Group

Standish Group

54%46%Unrealize

d Business

Value

Realized Business

Value

Maximize ROI from Growth InitiativesTrifecta of Business Value Erosion

54%46%Unrealize

d Business

Value

Realized Business

Value

PPM+

Innovation & Estimating

Project Success Rates

Budget Utilization

UMT360 – Enterprise Portfolio Mgmt.Digitalize Investment Planning & Controls

Financial Transparency

Connected Enterprise Portfolio Intelligence

Synchronize Roadmaps

PPM+

PPM+

PPM+

Financial Intelligence

Application Portfolios

IT Business Mgmt.

UMT360 Solutions

in the Magic Quadrant for Integrated IT Portfolio Analysis (IIPA).

Visionary

2013 in Project and Portfolio Management.

Partner of the Year2013 in Program and

Portfolio Management.

Cool Vendor2012

UMT360 for Project Server Project & Portfolio Financial Controls

Inadequate Software ToolsFailure to Integrate Financial Mgmt. & PPM

• Disconnected, error prone and cumbersome

• Difficult to standardize & govern project budgeting & tracking

ERP

PPM

• Provides the ‘chart of accounts’ view needed by the finance team

• Fails to deliver the complete financial transparency needed by PPM teams

• Provides strong project & resource management capabilities

• Lacks the sophistication needed to effectively control project and portfolio financials

X

Investment Governance & Controls

Business Case

Analysis

Allocation & Funding

Cost Tracking& Variance Analysis

Change Request Mgmt.

ERP Connector / Integration

Program Mgmt.

Chargeback Reporting

Benefits Realization

Financial Dashboards & Reports

PerformanceMetrics

Project Financial Intelligence

Cross Portfolio

Mappings

UMT360 - Project Financial IntelligenceIntegrated Project & Portfolio Financial Controls

Demo

Gain 12% More ROI from your Portfolios

Financial Management.

Foundation

Integrate with LoB Systems & Automate

Reports

Analyze & Optimize Capital Spend

Establish Benefits Realization Framework

Phase 1 Phase 2 Phase 3 Phase 4

Port

folio

RO

I Im

pro

vem

ent

(0

to 1

2%

)

Incr

ease

Fin

anci

al M

atu

rity

Level (1

to

5)

12% -

9% -

6% -

3% -

- Level 5

- Level 4

- Level 3

- Level 2

A Phased Approach to PFI Yields ResultsIntegrated Project & Portfolio Financial Controls 12%

More ROI from your strategic portfolios

UMT360 for Project Server Application Portfolio Management

35%

92%

46%

1.37

of IT spend is associated with running and evolving applications

of the total application spend is dedicated to maintaining applications

of an application’s total cost of ownership occurs after it has been implemented

Is the average application portfolio mgmt. maturity level for companies

Application Portfolio Mgmt.Rationalize & Modernize Your Application Portfolio

APM

Maintain Catalog

Analyze Portfolio

Build Roadmaps

Measure Portfolio

PPM

Execute Projects

Build Business Case

Select Portfolio

Plan Portfolio

Drive Higher Quality of IT

Demand

Update Application Inventory & Track

Results

Application Portfolio Mgmt.Important Synergies between APM & PPM

Application Catalog

Portfolio Analytics

Cost Takeouts &

Benefits Realization

PerformanceMetrics

Application Portfolio Mgmt.

Chargeback Reporting

Cost Tracking & Variance Analysis

Demand Generation

Budgeting, TCO &

Funding

Application Roadmaps

Change Mgmt.

Dashboards & Reports

Investment Governance & Controls

UMT360- Integrated APM & PPMGet More Business Value from your Applications

Demo

IT Financial Management

30 Days 60 Days 90 Days 120 Days

IT Project Portfolio Management

Application Portfolio Management

Service Portfolio Management

Inte

gra

ted

IT P

ort

folio

Man

ag

em

en

t C

ap

ab

ilit

ies

Integrated IT Portfolio ManagementA Phased Approach Yields Results

• Build Data Model from SharePoint Lists, Sites and Project Sever EPTs

• Compatible with SharePoint 2010 & 2013

• Compatible with Project 2010 & 2013

• Get started quickly with a familiar and easy-to-use interface

Realize More Value from Microsoft Platform Built on SharePoint with Seamless Integration with Project

Traditional PMO Enterprise PMO

Investment Focus Responsible for discretionary spend for projects

Visibility across all spend, both lights-on and discretionary

Portfolio Focus Responsible for managing project portfolios only

Responsible for integrating all portfolios and mapping to business capabilities

Innovation & Portfolio SelectionDemand is consolidated from bottom up requests from across the business

Higher quality demand is generated from analysis of business capabilities / products

Funding & AllocationFunding allocated by department and organization utilizes an annual planning model

Funding allocated by business capabilities and teams empowered to adopt a dynamic planning model

Portfolio Tracking & Measurement

A tactical focus on managing schedules, resources and scope

More emphasis on tracking project financial performance & maximizing ROI across the investment portfolio

Benefits TrackingBased on project level ROI and often no process for tracking actual benefits

Benefits realization framework established at program or capability level

The Essential Shift from PPM to EPMTake Your PMO to a New Level

Complete Perspective. Smart Decisions.

www.UMT360.com

@UMT360

LinkedIn.com/company/umt360/

Thank YouVisit www.UMT360.com to learn more.

Ben ChamberlainUMT360 Chief Product & Marketing Officerben.chamberlain@umt360.com