Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing...

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Transcript of Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing...

Page 1: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from
Page 2: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from
Page 3: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Digital transformation

86% of CEOs consider Digital their #1 priority

PWC CEO Survey

25%of the world’s economy will be digitized by 2020

Accenture Technology Vision 2016

$6.3TInvestment in Digital Transformation 2017-2020

Shawn Fitzgerald, Research Director, IDC

Page 4: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Digital transformation programs are failing

“If we do this correctly, we can have a very different-looking company 10 years from now. If we don’t do it correctly, we will be at best a low-margin assembler of other people’s technologiesand that’s not where we want to be.”

William Ford Jr.

Chairman, Ford

Shawn Fitzgerald, Research Director, IDC

Page 5: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Root causes for DT failure

Strategy and alignment Business agility CollaborationTransformation

Insufficient resources

Unclear business drivers

Changing requirements

Changing technology

No agilityManagement sponsorship

Vague objectives

Rapidly changing technology

Software is the transformation No post-launch, adoption plan

Under budgeting

Talent recruitment

Focus on technology vs. business

No focus on customer

Product complexity

Slow processes

Communication issues

Wrong strategy

Collaboration challenges

Culture

Competing priorities

Page 6: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Holistic framework for Digital Transformation

PPM Transformation in the Cloud

Ideate Plan Execute

Strategy and alignment Business agility Collaboration

Strategy Outcome

Page 7: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

The digital

transformation,

driven by Teamwork

Microsoft’s approach to digital transformation

Page 8: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Drive structure & agility in project portfolios

Manageflexibly

Strengthen everyday collaboration

Maintain transparency

Actions and insights for everyone

Page 9: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Microsoft cloud solutions that enhance PPM

Microsoft Cloud

Microsoft PPM

Planner

Visual Studio Team Services

Dynamics 365

Azure

Power BI

Office 365

Page 10: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

PPM

Partner

TEAM

MEMBER Essentials*

• Hybrid Use Right Access

• Update Tasks, Issues, Risks, Timesheets

• Share docs and collaborate with SfB

presence

PROJECT

MANAGER Professional

• Project Professional Desktop Client

• Manage Scheduling, Cost, Task, Resources

• Project Web App and Publish cloud

projects

EXECUTIVE

MANAGER Premium

• Portfolio Optimization

• Demand Management and Ent Resource

Management

• Portfolio Reporting and PowerBI Content

Pack

MICROSOFT PROJECT ONLINE

Project

Management

SUGGESTED

END-USERS PROJECT ONLINE

OFFERINGS

PRODUCT

DETAILS

PROJECT MANAGEMENT

CUSTOMER MATURITY

*Companion product to Project Online Pro or Premium

Page 11: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Microsoft 365A complete, intelligent, secure solution to empower teams

Unlocks

creativity

Built for

teamwork

Integrated

for simplicity

Microsoft PPM

Intelligent

security

Page 12: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Be compliant and gain peace of mindMicrosoft PPM is built on the highly secure, private, and compliant Microsoft Cloud

Microsoft holds key certifications and attestations acrossvarious industries

Standard Industry or government

“At Microsoft, we believe that for the full benefits of

these new technologies to be realized, we must build a

solid foundation of trust. …To earn your trust, we have

pledged to build Microsoft’s cloud services on four

foundational principles: security, privacy and control,

compliance, and transparency.”

Brad Smith

President and Chief Legal Officer

Microsoft

HIPAA/HITECH Healthcare

SOC 1, 2 & 3 Financial Services

FERPA Education

FedRAMP United States

EU Model Clauses European Union

EU-US Privacy Shield European Union & United States

Canadian Privacy Laws Canada

ISO 27001 & ISO 27018 Broad IT security

GDPR (2018) European Union

DPAsApplies to more than 40 specific

security commitments worldwide

For more information please visit: https://www.microsoft.com/trustcenter

Page 13: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Introducing a new way to work in ProjectEnable agility in your project portfolio

Available soon through Project Online Professional & Premium subscriptions

Page 14: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Introducing more integration with PlannerManage work the way you want

Page 15: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Managing Projects, Portfolios and Programs

using Microsoft Project Online

Microsoft Project Online

Page 16: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

• 35+ years experience in IT Consulting and Project Management

Training

• Editor for 5 Microsoft PPM books

• Experienced with traditional, agile and hybrid delivery models

• Repeat presenter at PMI Global Congress, Better Software

Conference and MPUG

• Experienced PPM and Process facilitator

• Lives and works in Halifax Nova Scotia

Your Facilitator

Page 17: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

• Microsoft’s 2017 PPM Partner of the Year Finalist; 2014 Winner

• 500+ Microsoft PPM deployments

• 5,000+ Project Managers/Team Members trained

• Global impact

Sensei Project Solutions

Partner Seller

Page 18: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Enterpriseresources

Templates

ProjectProject managers

All in one: Project, Project Online, & PWA

Store all project artifacts in a

central database for greater

visibility across the organization

Proposals

Workflow approvals

PWAAll users

1

2

3

Published schedules

Draft schedules

4

Views & reports

Task assignments

5

Task

updates

Approvals

Approved

task updates

6

Project Server/Project Online

Database

Page 19: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Project intake & prioritization

Enable executives to get an

overview of incoming proposals

with work and cost estimates; and,

show all projects and their relative

priority in the portfolio

Proposals are funneled through formal governance

process and prioritized against portfolio

Strategic alignment Cost/benefit analysis Resource evaluation

Click the icon to return to the scenarios matrix

Page 20: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Project planning & collaboration

Monitor progress throughout the

project lifecycle and understand

active risks and issues, action items,

deliverables, and missed deadlines

across the portfolio

Standardized planning in line with industry standards

and centralized collaboration for teams

Improved communication Scope management Accurate forecast

Click the icon to return to the scenarios matrix

Page 21: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Resource management

View the true utilization of

resources by role, team and

department and easily see which

projects are requesting and

consuming resources

Resource utilization is proactively managed

and bottlenecks identified early

Realistic workloads Accurate forecasts Timely delivery

Click the icon to return to the scenarios matrix

Page 22: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Project status & portfolio planning

Track portfolio performance with

Key Performance Indicators and

facilitate easy access to detailed

project status information and

SharePoint project site data

Progress tracking, estimates to

completion and roll-up reporting

Identify variances Highlight exceptions Corrective action

Click the icon to return to the scenarios matrix

Page 23: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Budgeting & cost tracking

Get a portfolio-level view of cost

performance against budget and

original baselines; track spending

by cost type and monitor variances

Budget allocation, detailed cost planning,

tracking and variance reporting

Early warning Cost variance Accurate forecast

Click the icon to return to the scenarios matrix

Page 24: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

PMO governance

Track compliance to project

management and scheduling

standards and help ensure better

data quality throughout the

Microsoft PPM environment

Establish PPM standards and track compliance

for improved data quality and governance

Realistic workloads Accurate forecasts Timely delivery

Click the icon to return to the scenarios matrix

Page 25: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Formalize the ideation process

Assess and approve ideas

and proposals to select

best-fit projects

Ideas

Proposals

Projects

Page 26: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Demo 1 – Intake and Proposals

Page 27: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Staff projects with the right resources

Request generic resources for

proposals and assign named

resources based on capacity

Portfolio 1

Proposal A Proposal B Proposal C

50%

100%

75%

PMAnalyst Developer

75%

100%

50%

PMAnalyst Developer

75%

100%

50%

PMAnalyst Developer

Capacity

Demand

Resource requests for January-March

FTE

Cap

acit

y/D

em

an

d

Page 28: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Bree

75%Analyst

Erin Bree Peter

100%PM

Jolly Ralph

50%Developer

Steve Katie Don Laura

Approved named resources

Proposal B

Jolly Steve KatieResource manager

Staff projects with the right resources

Request generic resources for

proposals and assign named

resources based on capacity

Page 29: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Formalized resource planning process & reporting

Boost coordination between

project and resource managers

to optimize resource utilization

Historical

actualsNear term Long term

Resource

planning

Today

Project schedule Resource plan

Named individuals Generic roles

Resource conflicts

across active projects

Approved allocations

of resources

Resource demand

and bottlenecks

Reporting

needs

Page 30: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Formalized resource planning process & reporting

Boost coordination between

project and resource managers

to optimize resource utilization

Project

manager

Resource

manager

Resource

engagement

requests

Generic roles

Resource plan

Approved

resource

allocations

Named individuals

Resource plan

Reports

Resource conflicts

across active projects

Approved allocations

of resources

Resource demand

and bottlenecksNamed individuals

Project schedule

Page 31: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Demo 2 – Resource Management

Page 32: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Simplified task & timesheet management

Enable resources to gain a

complete view of all short-

and long-term tasks

Project A

Vacation

Admin

Meetings

Training

Annual review

Project B

Project C

Tim

Task A3 Task A9

Task A6

Task C6

Task B3

Task B4

Task B7

Task B8

Task B13

Task B15

Task B18

Task B21

Task A1

Task C5

Page 33: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Simplified task & timesheet management

Enable resources to gain a

complete view of all short-

and long-term tasks

Task Due Date

Week 29

Week 30

Week 31

Week 31

Week 30

Week 30

Week 31

Week 32

Week 32

Week 29

Week 30

Project A

Project B

Project C

Tim’s Master Task List

Task A3

Task A9

Task A6

Task A1

Task B3

Task B4

Task B7

Task B8

Task B13

Task B6

Task B5

Tim

Page 34: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Simplified task & timesheet management

Enable resources to gain a

complete view of all short-

and long-term tasks

Task Project Time Type Mon Tue Wed Thu Fri

Actual 4 5

Planned 4 5

Project BActual 2 1

Planned 2 1

Actual 2

Planned 2 8 3

Actual 6

Planned 6 4

Meetings AdminActual 1 2

Planned 1 2

Annual review AdminActual

Planned 1

Training AdminActual 1

Planned 1

Vacation VacationActual

Planned 8

Tim’s Timesheet — Week 30

Project A

Project B

Project C

Task 3

Task 3

Task 4

Task 6

Tim

Page 35: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Demo 3 - Timesheets

Page 36: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Consolidated reporting for all stakeholders

Funnel project data from

project teams to managers to

executives to keep everyone

informed

Project A Project B Project C

Project status Project status Project status

Reports and dashboards for programs and portfolios

Timesheets, SharePoint project

sites, schedules

Timesheets, SharePoint project

sites, schedules

Timesheets, SharePoint project

sites, schedules

Project A Project B Project C

Team

Executive

Manager

Page 37: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Demo 4 – Schedule Details

Page 38: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Customizable reporting for better insights

Rely on a number of reporting

technologies to get the right

project and portfolio insights

Excel

Use familiar Excel features, like Power View, to

interact with and visualize project and portfolio data

Power BI

Visualize complex data using premade content

packs specifically for Project

SQL Server Reporting Services (SSRS)

Construct detailed, intricate visualizations through

SQL Server for the most robust reporting

Page 39: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Demo 5 - Reportings

Page 40: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Public websitehttps://products.office.com/project

http://senseiprojectsolutions.com

Social media outlets

Microsoft Project

@projectMicrosoft Project Professionals Network

User feedback portalhttp://microsoftproject.uservoice.com

Stay connected

Page 41: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from

Register at the booth for a

Customer Immersion Experience (CIE) Lab

E x p e r i e n c e t h e p o w e r o f P r o j e c t O n l i n e

a s a P P M t o o l

“ L e a r n b y d o i n g ” – a s e l f - g u i d e d t o u r o f

P r o j e c t O n l i n e

A c c e s s t o a M i c r o s o f t P r o j e c t M V PR e a l - w o r l d S c e n a r i o s

Page 42: Digital transformation - Fredric L Plotnick€¦ · Digital transformation programs are failing “If we do this correctly, we can have a very different-looking company 10 years from