Innotas © 2016

Agenda

Housekeeping

State of the (Portfolio Planning) Union

Five Steps Towards Better Portfolio Planning

Solution: Predictive Planning

Demo: Innotas Predictive Portfolio Analysis (PPA)

Live Q&A Session

Innotas © 2016

Housekeeping Items

40 minutes of presentation

15 minutes of Q&A

All lines are on mute

Enter questions into chat box

Event is being recorded

Slides will be shared post

presentation

3

Innotas © 2016

Your Presenters

Speaker: Tushar Patel SVP of Marketing, Innotas

Speaker: Kristen Davis VP of Solutions Consulting, Innotas

Innotas © 2016

Project Road Trip Make only 3 stops oFood, Restrooms, Gas oEstimate 4 stops

8 Total Hours oEstimate 10 hours

Average 68 MPH oEstimate 65 MPH

Innotas © 2016

Project Road Trip Make only 3 stops oFood, Restrooms, Gas oEstimate 4 stops

8 Total Hours oEstimate 10 hours

Average 68 MPH oEstimate 65 MPH

What’s Wrong

With This Situation?

Under Budget

On-Time

Productive

Innotas © 2016

Project Road Trip - What’s Wrong?

Did Not Understand Why

Used Dated / Inaccurate Information

Continuous Checking To Ensure “On-track”

Focused on the Output, not the Outcomeo Los Angeles vs. Seattle

Execution Was Flawless,Planning Took a Back Seat

Innotas © 2016

State of the (Portfolio Planning) Union

Industry is “execution” focused o Measured on delivery and output, not outcomes o Focus on project-level planningo Portfolio & resource planning is commonly a challenge

Inadequate toolso Relying on spreadsheets

Every project is “high-priority” o Front end process is less mature

Lack of resources and/or budgetso First in, first out

Portfolio Planning Can Be Improved

In Every Organization

Innotas © 2016

#1 – Eliminate Manual & Labor Intensive Processes

Current or On-going Projects

Approved Projects

Planned or Anticipated

Future Projects

Innotas © 2016

#1 – Eliminate Manual & Labor Intensive Processes

Current or On-going Projects

Approved Projects

Planned or Anticipated

Future ProjectsStrategic Value

Strategic Value

Strategic Value

Innotas © 2016

#1 – Eliminate Manual & Labor Intensive Processes

Current or On-going Projects

Approved Projects

Planned or Anticipated

Future ProjectsStrategic Value

Strategic Value

Strategic Value

Priority

Priority

Priority

Innotas © 2016

#1 – Eliminate Manual & Labor Intensive Processes

Current or On-going Projects

Approved Projects

Planned or Anticipated

Future ProjectsStrategic Value

Strategic Value

Strategic Value

Priority

Priority

PriorityRank Rank Rank

Innotas © 2016

#1 – Eliminate Manual & Labor Intensive Processes

Current or On-going Projects

Approved Projects

Planned or Anticipated

Future ProjectsStrategic Value

Strategic Value

Strategic Value

Priority

Priority

Priority

Rank

Rank

Rank

Agreement Across

Stakeholders

Agreement Across

Stakeholders

Agreement Across

Stakeholders

Innotas © 2016

#1 – Eliminate Manual & Labor Intensive Processes

Current or On-going Projects

Approved Projects

Planned or Anticipated

Future ProjectsStrategic Value

Strategic Value

Strategic Value

Priority

Priority

Priority

Rank

Rank

Rank

Agreement Across

Stakeholders

Agreement Across

Stakeholders

Agreement Across

Stakeholders

Resources & Budgets

Resources & Budgets

Resources & Budgets

Collecting data through manual “round robin” approaches

Never ending spirals of meetings to collect data Focus on gathering the data, instead of analysis or

decision-making Inefficient and highly manual

Innotas © 2016

#2 – Reduce Inaccurate & Stale Data

Static data – it becomes inaccurate quickly and just a “historical snapshot”

“The moment you put a plan down on paper, it is out of date”

Intermittent updates create moments of increased accuracy

Bottleneck: Manual process to collect the data

Result: Politically or agenda-driven updates to the plan

Innotas © 2016

#3 – Increase Organizational Agility

Commonly see “set it and forget it” mode

Critical success factor is alignment with business need, learn how to adapt

Continuous planning versus annual planning changes are okay!

According to Project Management Institute (PMI), organizations have 25% more successful projects when they can demonstrate alignment to business strategy

Source: PMI’s Pulse of the Profession, 2015

Innotas © 2016

#4 – Make Resources & Budgets Your Focal Point

Your current approach focuses on what you desire to complete, not what you can actually complete

Typical shortfalls:o Focusing on number of projectso Guessing if you have enough of the “right” resourceso Resource efficiency is not optimized o In ability to re-allocate resources when changes occur

Prioritize based on business value (desire) around your resource & budget constraints (actuality)

Innotas © 2016

#4 – Make Resources & Budgets Your Focal Point (continued)Can you answer these questions with high confidence?

Do you have enough and the right amount of resources to complete the prioritized projects?

What role or resource type creates bottlenecks to fulfill this plan or do more?

If given a budget to hire additional resources to execute your plan, what roles would you hire first?

What type of resource will make the biggest impact in your ability to add value to the organization?

Innotas © 2016

#5 – Become More Predictive, Not Reactive

Common Approach: Look at historical data to make forward looking decisions

Ideally, your planning process should predict the following:o The highest value projects o The best time to start projectso Which resources you should put on projects o Your resource gaps and future hiring needs

Requires culture change throughout the entire organization

Innotas © 2016

#5 – Become More Predictive, Not Reactive (continued)

Innotas © 2016

#5 – Become More Predictive, Not Reactive (continued)

Innotas © 2016

#5 – Become More Predictive, Not Reactive (continued)

Innotas © 2016

#5 – Become More Predictive, Not Reactive (continued)

Innotas © 2016

The Solution: Predictive Planning

Combines your data with an algorithmic recommendation engine to automate portfolio and resource planning

Maximizes portfolio value (business impact) while achieving peak usage of resource capacity

Innotas © 2016

Innotas Company Overview

Cloud portfolio management solutions to improve value contribution by connecting planning & execution

Disruptive technology and a history of market “firsts” – most recently Predictive Portfolio Analysis (PPA)

500+ customers, including proven enterprise-wide deployments in Healthcare, Financial Services, Technology, Government, and Education

Project Portfolio ManagementEffectively manage project requests, resources, budgets and projects

Application Portfolio ManagementAnalyze and manage IT tasks needed to sustain existing operations

Predictive Portfolio AnalysisPredict, plan, and re-plan your highest value portfolio that aligns with business goals

Resource ManagementProductive alignment of IT resource capabilities and availability

Four-Time“Leader”

“Leader” Cloud-nativeMulti-tenant

“Leader”

Demo

Innotas © 2016

Contact Innotas

Phone: +1 866-692-7362

Email: info@innotas.com

Twitter: @innotas

LinkedIn: http://www.linkedin.com/company/innotas

Blog: blog.innotas.com

Learn More: www.Innotas.com/resources