Panel Discussion: How Do You Drive Change Across Organizations to Embrace PPM?

Panel Discussion: How Do You Drive Change Across Organizations to Embrace PPM?

Matthew Morgan

Agile Management

Optum (UnitedHealth Group)

Sr. Director, IT Portfolio Management

AMX21S

@CAPPM

#CAWorld

Lori Kaid

WSECU

VP, Enterprise Project Management

Kristin Carroll

Trinity Health

Director, TIS Business Management

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Agenda

INTRODUCTIONS TO UHG, WSECU, TRINITY HEALTH

DEFINING SUCCESS

CHALLENGES AND OBSTACLES

WHAT WORKED AND WHAT’S NEXT

FINAL THOUGHTS AND RECOMMENDATIONS

1

2

3

4

5


Introduction: Optum

Optum™ is a health services and innovation company (subsidiary of UnitedHealth Group) on a mission to help make the health system work better for everyone.

34,000 employees within technology

Recently (April 2015) deployed CA PPM to 22,000 users

Leverage almost all features and functions

CA PPM is the backbone to our IT operations organization


Introduction: WSECU

Second largest credit union in Washington State

500+ employees

Recognized need for PMO in 2011, hired VP of PM in late 2012

Strategic PMO, reports under CFO

March 2014 purchased Clarity, July 2014 went live


Introduction: Trinity Health

Multi-institutional Catholic health care delivery system, serving people and

communities in 21 states, with annual operating revenues of about $15.8 billion

CA PPM used within IT organization of 2000+ colleagues, implemented during

consolidation of two IT organizations

Implementation journey:

– November 2014 - Time Entry and Resource Management

– February 2015 – Billing IT labor to our health ministries

– July 2015 – Project Management – one methodology and one tool for all IT

– October 2015 – Application Portfolio Management and Portfolio Management


Optum

• Scale & System Performance

• Reduction in Effort for Use

• Data Quality Improvement

• Simplify Demand Intake

WSECU

• Gradual project management maturity

• Usage of CA PPM to manage efforts

• Time Tracking – measuring time spent on a project

Driving Change: Defining Success

Trinity Health

• Primary objective: unified process, tools, reporting

• Expectation clearly established by strong executive sponsor

• Optimized speed over robustness – 80/20 rule

• Measure compliance and adoption, data quality


UHG

• 22,000 users created a large “collaboration” landscape

• Organizations have “their way” of doing things

• Large number of PPM systems

WSECU

• Senior leadership support on the surface only

• Lack of understanding of the corporate portfolio

• Lack of Project Governance

Obstacles and Challenges to Driving Change

Trinity Health

• Implementing during other organizational change

• Communication across geography and work silos

• Perception of added work

• Resistance to change

• Change and communication fatigue


UHG

• Begin with process

• Dedicated program team with clear accountabilities

• Significant leadership support

• Took change management very seriously

• FUTURE: Too much for 1 bullet…

WSECU

• Support from CEO

• Patience

• Creation of PGC

• FUTURE: Better usage of dashboards

• FUTURE: Better tracking of financials

Driving Change: What Worked and What’s Next

Trinity Health

• Exec sponsor and strong champion are essential

• Match change strategy to objectives, ability to absorb

• Keep communications clear; limit to what’s needed

• Be persistent and consistent

• Expect to optimize later

• Next: Optimize & Upgrade


Q & A


Recommended Sessions

SESSION # TITLE DATE/TIME

AMX19S Expanding CA PPM Across 18 Internal Business

CustomersThursday at 3pm

AMX14S Managing Demand Across Organizations Thursday at 3:45pm

AMT19S Migrating to 14.2 and Advanced Reporting Thursday at 4:30pm


Must-See Demos

Simplify your Application PortfolioCA PPM

Theater - Agile Management

Identify the Right InvestmentsCA PPM

Theater – Agile Management

Align Resources to Meet DemandCA PPM


Business Transformation

CA PPM



For More Information

To learn more, please visit:

http://cainc.to/Nv2VOe

CA World ’15

http://cainc.to/Nv2VOe

http://bit.ly/1wbjjqX

Panel Discussion: How Do You Drive Change Across Organizations to Embrace PPM?

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Transcript of Panel Discussion: How Do You Drive Change Across Organizations to Embrace PPM?