TitleOp)onA

The Future of Daptiv PPM: Product Strategy & Roadmap Eric Bergman, VP of Product Management

©2017ChangepointTM2

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“[roadmaps]facilitatethecommunica5onofwhatwe’redoing,whenwe’redoingit,and,ul5mately,whywe’redoingit.”

-BrianCro<s,CPOPendo

©2017ChangepointTM4

Key topics

1.  OurvisionforthePPMmarketandwhatitmeanstoyou.

2.  Threeini)a)vesforimprovingyourproductadop)onandusersa)sfac)on.

3.  TheDap)vproductroadmapandwhatyoucanlookforwardtointhenext12months.

©2017ChangepointTM5

PPM leadership in the era of digital business requires speed, change and collaboration

• Businesstransforma)onpressuresaredisrup)ngnorms

•  Increasingexperimenta)onwithmore“agile”methods

•  Seenassacrificingcontrolforcollabora)on

• Disconnec)ngstrategyandexecu)onisn'ttheanswer

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Prediction: Within the next 5 years PPM will become two distinct, yet tightly interrelated, iterative business processes with a the purpose of driving transformation across the enterprise.

Portfolio Management

Work Execution

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PPM will evolve to be an outcome driven change agent

Agility Predictability

Portfolio Monitoring

Waterfall Lean Agile

•  Products •  Capabilities •  Applications •  Services

Portfolio Planning

BusinessEcosystemOutcomes

Change

Project/ProgramTracking

©2017ChangepointTM8

The three layers of the Daptiv product stack

Configura)onLayer–DynamicApps,Fields,Workflow,Logic,Views,UserRoles

WorkIntelligence–IBMCognosBI

CloudNa)vePlaborm–AmazonWebServices

Integra)onLayer-Dap)vConnect,JIRAConnect,ProjectTransit,Deskdocs

PorbolioPlanning Project/ProgramTracking PorbolioMonitoring•  DemandPlanning•  ResourceCapacityPlanning•  FinancialPlanning

•  TaskTracking•  Issue&RiskTracking•  ProjectResourceTracking•  ChangeTracking•  Time&BudgetTracking•  DocumentTracking

•  PorbolioAlignment•  MilestoneMonitoring•  Issue&RiskMonitoring•  ChangeMonitoring•  ResourceMonitoring•  ResultsMonitoring

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Product investments enhanced the platform and provided innovation enabling technologies

PorbolioPlanning Project/ProgramTracking PorbolioMonitoring

Configura)onLayer–DynamicApps,Fields,Layout,Workflow,Logic,Views,UserRoles

CloudNa)vePlaborm–AmazonWebServices

WorkIntelligence–IBMCognosBI

Integra)onLayer-Dap)vConnect,JIRAConnect,ProjectTransit,Deskdocs

•  DemandPlanning•  ResourceCapacityPlanning•  FinancialPlanning

•  TaskTracking•  Issue&RiskTracking•  ProjectResourceTracking•  ChangeTracking•  Time&BudgetTracking•  DocumentTracking

•  PorbolioAlignment•  MilestoneMonitoring•  Issue&RiskMonitoring•  ChangeMonitoring•  ResourceMonitoring•  ResultsMonitoring

©2017ChangepointTM10

The product road will focus on innovation against core PPM capabilities

PorbolioPlanning Project/ProgramTracking PorbolioMonitoring

Configura)onLayer–DynamicApps,Layout,Fields,Workflow,Logic,Views,UserRoles

CloudNa)vePlaborm–AmazonWebServices

WorkIntelligence–IBMCognosBI

Integra)onLayer-Dap)vConnect,JIRAConnect,ProjectTransit,Deskdocs

•  DemandPlanning•  ResourceCapacityPlanning•  FinancialPlanning

•  TaskTracking•  Issue&RiskTracking•  ProjectResourceTracking•  ChangeTracking•  Time&BudgetTracking•  DocumentTracking

•  PorbolioAlignment•  MilestoneMonitoring•  Issue&RiskMonitoring•  ChangeMonitoring•  ResourceMonitoring•  ResultsMonitoring

©2017ChangepointTM11

Key topics

1.  OurvisionforthePPMmarketandwhatitmeanstoyou.

2.   Threeini3a3vesthatwillimproveyourPMO’ssuccessthroughincreasedadop3onforimprovedusersa3sfac3on.

3.  TheDap)vproductroadmapandwhatyoucanlookforwardtointhenext12months.

©2017ChangepointTM12 ©2017Changepoint™

“Pooradop5onandsustaineduseofPPMtoolsremainkeychallengesformanyorganiza5ons”

-MbulaSchoen,Gartner

©2017ChangepointTM13

Daptiv PPM Product Stack

PorbolioPlanning Project/ProgramTracking PorbolioMonitoring

Configura)onLayer–DynamicApps,Fields,Layout,Workflow,Logic,Views,UserRoles

CloudNa)vePlaborm–AmazonWebServices

WorkIntelligence–IBMCognosBI

Integra)onLayer-Dap)vConnect,JIRAConnect,ProjectTransit,Deskdocs

•  DemandPlanning•  ResourceCapacityPlanning•  FinancialPlanning

•  TaskTracking•  Issue&RiskTracking•  ProjectResourceTracking•  ChangeTracking•  Time&BudgetTracking•  DocumentTracking

•  PorbolioAlignment•  MilestoneMonitoring•  Issue&RiskMonitoring•  ChangeMonitoring•  ResourceMonitoring•  ResultsMonitoring

©2017ChangepointTM14

PM user experience PM Dashboard (beta)

Datablocksforcri)calinfo

Feedbackchannel

Quickviewoftaskstatus

Listofoverallocatedresources

Updatenotes

Add/Removedata,includingcustomfields–Comingsoon!

©2017ChangepointTM15

Draganddropre-ordering

Newblockcrea)on

PMUserExperienceFieldlayout&grouping

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In-lineedi)ngoffieldsincludingcomments

Simplifiednaviga)on

PMuserexperienceProjectsummaryinlineedit

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“Thebusinessintelligenceandanaly5csplaCormmarket'sshiEfromIT-ledrepor5ngtomodernbusiness-ledanaly5csisnowmainstream.” -GartnerBIandAnaly)csMagicQuadrant2017

©2017ChangepointTM18

Daptiv PPM product stack

PorbolioPlanning Project/ProgramTracking PorbolioMonitoring

Configura)onLayer–DynamicApps,Fields,Layout,Workflow,Logic,Views,UserRoles

CloudNa)vePlaborm–AmazonWebServices

WorkIntelligence–IBMCognosBI

Integra)onLayer-Dap)vConnect,JIRAConnect,ProjectTransit,Deskdocs

•  DemandPlanning•  ResourceCapacityPlanning•  FinancialPlanning

•  TaskTracking•  Issue&RiskTracking•  ProjectResourceTracking•  ChangeTracking•  Time&BudgetTracking•  DocumentTracking

•  PorbolioAlignment•  MilestoneMonitoring•  Issue&RiskMonitoring•  ChangeMonitoring•  ResourceMonitoring•  ResultsMonitoring

©2017ChangepointTM19

Three types of business intelligence

Opera)onalRepor)ng

Builtbydevelopers,formanagementwhereformajngrequirementsarespecificandqueriesarecomplex

AdHocQueries

Builtbyandforinforma3onworkerswhojustneedquickanswerstobasicques)ons,withoutworryingaboutthepresenta)on.

Dashboards/Scorecards

Builtbydevelopersforexecu3vesuserswhodesiregraphicalsummaries,KPIs,andtrafficlights.

©2017ChangepointTM20

A single unified view of your PPM data for visual exploration and deep data analysis

Transac)onalDatabase AP

IDataWarehouse

CognosAnaly)csPoweredbyWatson

1.  Fast&reliable2.  Easytouse3.  Open

KeyBenefits

1

2

3

Dap)vPPM

©2017ChangepointTM21

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“Withoutanac5veenterpriseresourcemanagementfunc5on…organiza5onsrunahighriskofbeinginefficientandineffec5veatprojectdelivery.”

-RobertHandler,Gartner

©2017ChangepointTM23

Daptiv PPM Product Stack

PorbolioPlanning Project/ProgramTracking PorbolioMonitoring

Configura)onLayer–DynamicApps,Fields,Layout,Workflow,Logic,Views,UserRoles

CloudNa)vePlaborm–AmazonWebServices

WorkIntelligence–IBMCognosBI

Integra)onLayer-Dap)vConnect,JIRAConnect,ProjectTransit,Deskdocs

•  DemandPlanning•  ResourceCapacityPlanning•  FinancialPlanning

•  TaskTracking•  Issue&RiskTracking•  ProjectResourceTracking•  ChangeTracking•  Time&BudgetTracking•  DocumentTracking

•  PorbolioAlignment•  MilestoneMonitoring•  Issue&RiskMonitoring•  ChangeMonitoring•  ResourceMonitoring•  ResultsMonitoring

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The RM Chasm CROSSING THE CHASM IS PIVOTAL !

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ThePPMJourney

ResourceManagementChasm

Mt.PorbolioMonitoring

NirvanaValley

Realiza)onRidge

Aspira)onPeak

©2017ChangepointTM25

Resource management is difficult and only going to get harder • Globalresourcespools,outsourcing,resourcetypes

• Processdiscipline• Changemanagement• Mul)plemodesofwork(waterfall,agile,lean)

• Paceofchange(pivotsarehard)

©2017ChangepointTM26

Twonewcapabili)eswillenableyoutoachievemoreeffec)veresourcecapacityplanning

1.   Rich,mul3-dimensionalresourcemodels–  Individual:)me,skills,loca)on,currency–  Team:capabili)es,knowledge,loca)on

2.   AdvancedOp3miza3on–  Sequencing–  Moreconstraints–  What-Ifscenariomodeling

©2017ChangepointTM27

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Key topics

1.  OurvisionforthePPMmarketandwhatitmeanstoyou.

2.  Threeini)a)vesforimprovingyourproductadop)onanduserstra)fica)on.

3.   TheDap3vproductroadmapandwhatyoucanlookforwardtointhenext12months.

©2017ChangepointTM29 ©2017Changepoint™

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Daptiv strategic product roadmap | 12-month forecast

PMDashboard FieldGrouping ProjectListInlineEdit

DataWarehouseandCognos11Upgrade

Checklists

NextGenResourcePlanning

TaskBoards

ProjectManagerExperience

NextGenPPMBI

EnterpriseResourceManagement

SEPOCTNOVDECJANFEBMARAPRMAYJUNJULAUGSEP

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Daptiv greenhouse backlog

•  ConsistentExceldownloads•  ImporttasklistsviaExcel•  Enterplannedworkinhoursnot%•  Picklistfieldsenhancements•  AddfieldstoGantchart•  Userhistorylostwhenremovedfromenterprise•  Timesheetapprovalprocessenhancements•  Expandeduserlogging

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Next Steps

• Updateyourstakeholdersandendusersaboutwhat’scoming

• Dap)vCommunity,productblog• Atendthe“Innova)onSession”• Atendthe“HybridPMO”session• RunaTaskBoardpilotproject

©2017ChangepointTM32

Please fill out the survey!

• Wewantyourfeedback!• WinanAmazonEchoShow•  Eachsurveysubmited=achancetowin

•  1stdrawing–FiresidechatonDay2•  2nddrawing–LocknoteattheendofDay2

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Questions?