Capital Planning & Investment Control in

The Federal Government

Capital Planning & Investment Control in

The Federal Government

Agenda

Introduction The Environmental FactorsThe CPIC ProcessThe History of CPICImpactMicrosoft’s CPIC Solution

Introduction: CPIC Definition

Capital Planning and Investment Control (CPIC) –

A process to structure budget formulation and execution, and to ensure that investments consistently support the strategic goals of the Agency. [OMB]

And in plain English?

WE --Have a finite amount of money Must focus on agency mission, strategic goals, performance & outcomes Make strategic decisions about fiscal investments Must get the biggest “bang for the buck” Deliver on our commitment

The History of CPIC:Legislative Acts from 1990 to 2002The History of CPIC:Legislative Acts from 1990 to 2002

“Too often, today's project and service organizations are motivated by fear. They fear being out of line with the business. They fear disastrous cancellations and cost and schedule overruns. They fear ignorance of quality and the subsequent delivery of buggy, off-target applications. They fear over commitment, leading to schedule and quality problems.”

- Daniel Stang, Gartner Group, 2005

The Fear Factors

Overcoming the Fear Factors

Microsoft’s CPIC Solution provides:A central location for all projects and related information allowing for simplified tracking of IT Investments and their progressReal time insight throughout the entire project lifecycle including access to real time data concerning the health and direction of projectsEarlier visibility into schedule, cost and organizational goal deviations at the point when corrective action can be taken

The CPIC Process:Select, Control & Evaluate Process & Timeline

The CPIC Process:Select, Control & Evaluate Process & Timeline

The CPIC Process:Select, Control & Evaluate Roles & Responsibilities

The CPIC Process:Select, Control & Evaluate Roles & Responsibilities

What is impacting you?

Microsoft’s CPIC Solution ProvidesMicrosoft’s CPIC Solution Provides

CPIC Central – Greater Visibility & InsightCPIC Investment Workspaces – Improved CollaborationCPIC Portfolios – Complete Portfolio Modeling & PrioritizationCPIC Project – Better Project Tracking & MonitoringOMB 300 Automation – Increased Efficiency & Reduction in Double Keying

CPIC Central: Visibility & InsightCPIC Central: Visibility & Insight

CPIC Investment Workspace: Collaboration & Investment Lifecycle

CPIC Investment Workspace: Collaboration & Investment Lifecycle

CPIC Portfolio Center: Optimization & ModelingCPIC Portfolio Center: Optimization & Modeling

CPIC Project Center: Tracking & StatusCPIC Project Center: Tracking & Status

DEMONSTRATIONDEMONSTRATION

BEHIND THE SCENES:

WORKFLOWS

BEHIND THE SCENES:

WORKFLOWS

Item Submission Workflow

Portfolio Publish Workflow

OMB 300 Workflow

Stage 1 – Creating investment awareness

Stage 2 – Building the investment foundation

Stage 3 – Developing a complete investment portfolio

Stage 4 – Improving the investment process

Stage 5 – Leveraging IT for strategic outcomes

The Microsoft CPIC Solution Scales as the Organization Matures

Collaboration

Inventory

My Stage 1 CPIC

Solution

My Stage 1 CPIC

Solution

Project Tracking

My Stage 2 CPIC

Solution

My Stage 2 CPIC

Solution

CPIC Solution Scaling Scenarios:

Microsoft Capital Planning & Investment Control:

Maximizes the value of your Microsoft Investment while Solving the CPIC

Challenge!

Microsoft Capital Planning & Investment Control:

Maximizes the value of your Microsoft Investment while Solving the CPIC

Challenge!

QUESTIONS?QUESTIONS?

THANK YOU!

© 2007 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.