Taking ITPT from Project Tracking to Project Management
-
Upload
cherwell-software -
Category
Technology
-
view
514 -
download
2
description
Transcript of Taking ITPT from Project Tracking to Project Management
![Page 1: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/1.jpg)
Jacob ChandlerSHSU
Jacob Chandler is the Associate Vice President for Enterprise Services and Project Management at Sam Houston State University. At SHSU, he has built a centralized Project Management Office within the Division of IT that covers projects such as business process improvement, event management, software development and deployments, infrastructure, and the IT portions of construction projects. He has designed and implemented a standard project intake, review, and execution process aligned with the PMI’s PMBOK.
“Taking ITPT from Project Tracking to
Project Management”
Mike Fuson of Excalibur Data Systems is a veteran of multiple ITSM toolsets. He has spent the past 20+ years working with customers to leverage their toolsets to improve their processes. He has been working with Cherwell since it's very early days on the market. He is a Cherwell Consultant and Instructor, and possesses every certification Cherwell has available and even a few he has made up. When he isn't working with a customer to make the Cherwell System do wild and crazy things, he is coming up with his next idea to make Cherwell do wild and crazy things.
Mike FusonExcalibur
![Page 2: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/2.jpg)
Taking ITPT from Project Tracking to Project
Management
![Page 3: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/3.jpg)
Jacob ChandlerAssociate Vice President for Enterprise Services and Project ManagementSam Houston State University
Mike FusonVice President and Cherwell ArchitectExcalibur Data Systems
![Page 4: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/4.jpg)
Project Management @ SHSU
• Grassroots movement/• Disparate processes• Disorganized tools• Decentralized resource management• Inconsistencies in:
• Handoffs between PMs• User experiences with project process, PM responsibilities, • Project reporting• Term definitions
![Page 5: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/5.jpg)
Our Approach
1. Centralize Project Managers2. Define High-Level, Standards-Based Process &
Artifacts3. Look for Improvements and Automation
possibilities
![Page 6: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/6.jpg)
Build vs. Buy vs. Hybrid
• Needs:• PM Process
Management• Document Repository• Resource Management• Portfolio Management• Multiuser
• Build• Buy• Hybrid (Cherwell)
![Page 7: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/7.jpg)
Next Steps for SHSU
• Refine ITPT to handle other situations and needs• Build portfolios• To aid reporting to campus executives
• Build additional project types• Automated tasks, one-steps, approvals
• Build Resource Allocation Model• Scoped and in Process with our Partner
![Page 8: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/8.jpg)
What is the Challenge?
![Page 9: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/9.jpg)
How can Cherwell help solve this Challenge?
• Put everything in one place.• No need for separate documents for every part
of the Process• As with everything in Cherwell, you can do it
YOUR way and it will be YOUR process.
![Page 10: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/10.jpg)
How we did it in Cherwell
• Use ITPT OOTB as the base• Build out the process• The following represent a few different ITPT
expansions -- They are specific to customer processes
![Page 11: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/11.jpg)
Project Overview
![Page 12: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/12.jpg)
Project Overview
![Page 13: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/13.jpg)
Charter
![Page 14: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/14.jpg)
Meeting Minutes
![Page 15: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/15.jpg)
Activity Details
![Page 16: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/16.jpg)
Activity Details can feed an Excel Merge Document which creates a chart that looks like a Gantt Chart
![Page 17: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/17.jpg)
Vendor Response Form using Cherwell Web Forms allows the Vendor to provide information without having to pass a file around
![Page 18: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/18.jpg)
Classification
![Page 19: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/19.jpg)
RACIS Matrix
![Page 20: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/20.jpg)
Scope
![Page 21: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/21.jpg)
Out of Scope
![Page 22: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/22.jpg)
Requirements LOE
![Page 23: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/23.jpg)
Project Members
![Page 24: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/24.jpg)
Relating to Other Objects
• Incident/Service Request• Change• Release• Journals• Tasks• Whatever else you need for your Process
![Page 25: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/25.jpg)
If you can Dream it, you can Build it in Cherwell
What does it take?• Imagination• Planning• Be creative
![Page 26: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/26.jpg)
Use your imagination……..
What about……Time Sheets?Purchase Order Management?Facilities Management?Human Resource Tracking System?Training Management System?
![Page 27: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/27.jpg)
Timesheets
![Page 28: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/28.jpg)
What is next…….
Resource Allocation Model for SHSU
mApps (Anticipated by December 2014)• Project Management• Resource Allocation• Purchase Order• Time Entry
![Page 29: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/29.jpg)
Special Thanks for allowing us to Share
Sam Houston State University
MedSolutions
![Page 30: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/30.jpg)
QUESTIONS?
![Page 31: Taking ITPT from Project Tracking to Project Management](https://reader033.fdocuments.us/reader033/viewer/2022060115/557a3a01d8b42a32248b4cb7/html5/thumbnails/31.jpg)
Thank you for attending this
session.
Please fill out an evaluation form.