11

Improve your Project Success The Role of Technology

John M. Cachatwww.johncachat.com

Copyright 2009 – Cachat & Associates

People, Process, and then Technology

2

Today’s Message

2 Copyright 2009 – Cachat & Associates

Technology

ProcessPeople

Do not even think about software until your people are trained and they have a defined process.

3

2010 – Goals and Related Projects

� Increase this (sales, margins, etc)� Decrease this (processing times, costs, etc)

� Goals need to relate directly to projects� Projects need to track areas that cause the

goal to be achieved

3

4

Project Metrics

� Example - Increase Sales by 30%– Increase qualified leads by 200%– Decrease sales cycle time by 50%

– Improve Win / Loss ratio by 30%

� Decrease Processing Time (pick any form)– Increase # of Submittals by 30%– Reduce overall processing time by 50%

– Reduce approval time by 80%

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5

Project Complexity

� People� Process� Technology

5Copyright 2009 – Cachat & Associates

Company Size

Com

plex

ity

Project Scope or SizeParticipants Skills

Pro

babi

lity

of S

ucce

ss

Com

plex

ity

6

People & Probability of Success

Trust

Ownership

Passion

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People Make it Happen

� Creating a team vision and success criteria � Analyzing the team environment & priorities

Open Communication

Feedback &

Recognition

Personal

Development

Behaviors

Timely Response

Life Balance

Involvement In

Decisions

Provide Tools For Success

Power of Teams

Accountability

Responsibility

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Process of Project Management(Simple to Very Complex)

� Project portfolio (or list of possible projects)� Project selection� Project approval (time and resources)� Planning and reporting� Troubled project recovery or shutdown� Project closure� Change of scope� Evaluating communication methods

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Project Execution – Do It

� Talk to people� Collect data� Study / design a new process� Prototype – try it� Implement� Review and improve� Report & final presentation

9 Copyright 2009 – Cachat & Associates

Benchmark – ASQ International Team Excellence Award(www.asq.org)

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Project Tracking

� Name or ID� Description� Links to this goal / objective� Expected results� Person responsible� Team members� Status / priority� Meetings and action items

10 Copyright 2009 – Cachat & Associates

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Study/ Design New Process

11 Copyright 2009 – Cachat & Associates

What you think it is

What it actually is

What it should be

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Technology Selection

� Depends on the people and process– MS Excel– MS Project

– MS SharePoint

– COTS

– Custom Development

– Rapid Application Framework

� Universal Considerations– Single User or Company Tool?

– Access and Reporting Requirements

– Security Requirements

– Project Management and /or Project Execution?

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Implementing Process Improvement

� Rapid Application Development Framework– Web Forms– User Interface – including email

– Security

– Workflow – automate the process

– Reporting

– Business Logic– Integration with other databases / software

Tools exist today that allow non-programmers to cre ate tools to implement process improvement

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Rapid Application Development Framework

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What Do You Want Yours To Look Like?

Your Project Tracker

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Web Forms

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Powerful Workflow

Completed

Not Started In Progress On Hold

Overdue Canceled

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Powerful Reporting

19

Today’s Message

19 Copyright 2009 – Cachat & Associates

Technology

ProcessPeople

Do not even think about software until your people are trained and they have a defined process.

2020

Improve your Project Success The Role of Technology

John M. Cachatwww.johncachat.com

Copyright 2009 – Cachat & Associates

People, Process, and then Technology

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