jhughes@umt.com
UMT – Overview
25
With over
PPM Experts
years of experience
‘Visionary’ in Integrated IT Portfolio Analysis
Applications (IIPA 2013 MQ)
‘Cool Vendor’ in Gartner’s Cool Vendor
Report 2012
‘Winner of Microsoft Partner of the Year’
Gartner MQ Download: http://www.umt.com/en-us/community/pressreleases.aspx
UMT – Solutions/Services
CPIC & IT
Governance
Pre-Select, Select,
Control Evaluate
Comprehensive EPM
Resource / Demand
Management
APM & PMO
PM Training
Innovation Process
Management /
New Product
Development
UMT Services
Comprehensive EPM
Capacity Planning /
Resource
Management
PM CoE / CoP
UMT 360:
Enterprise Application Portfolio
Management and Analytics
Portfolios
New Product Development (NPD)
Portfolio Management
Program Management Office
(PMO)
Project / Program
Management
Budget Formulation
& Execution
Reporting and
Dashboard
Resource
Management
PMO Services
UMT Product Offerings
Enterprise Project and Portfolio
Management
Project and Portfolio Financial
Management Consulting
Program / Corporate
PMO
Financials
Process
Improvement
Initiatives
Portfolio Selection
and Management
Project / Program
Management
Resource
Management
UFR Prioritization
PM Training
UMT Training Institute
Microsoft Project and Project
Management Training
Microsoft Portfolio Server
Training
Project and Portfolio
Management Training
Annual Planning Process (aka CPIC)

* http://www.whitehouse.gov/sites/default/files/omb/memoranda/2013/m-13-14.pdf
Core CPIC Disciplines & Capabilities
Pre-Select
Select
Control
Initiate
Business Needs
Plan
Portfolio Selection
Evaluate
Execute
Control
Close
Portfolio Tracking & Status
Operational Analysis
Portfolio Reporting
Resource Capacity Planning
Resource Planning & Tracking
Operational Analysis
Budget Formulation
Budget Execution
Benefits Planning
Benefits Realization
Operational Analysis
Project Scheduling
Project Tracking, & Status
Operational Analysis
Team Collaboration, Cooperation and Communication
I would say that the solutions my <organization> has in
place for enabling the management of the CPIC processes
are:
1.Easy to use
2.Easy to use but not automated
3.Requiring me to do a lot of duplicative effort
and data entry
4.Not easy to use and difficult to understand
5.Downright cumbersome and disjointed
6.Non-existent
The Miracle of CPIC …
Pre-Select
Select
Control
Initiate
Plan
Execute
Evaluate
Control
Close
$
Contractor
Schedule
Creative Writing
Reconciliation &
Tracking








Distribution
Government
Schedule
Games
Hatchet
Prioritization
Ranking
Review
Business Need
Repeat Monthly or Quarterly
Integrated CPIC Solution
Pre-Select
Select
Control
Initiate
Plan
Execute
Evaluate
Control
Close
Repeat Monthly or Quarterly (as Needed)
Standardized
Business
Case
Capture
Consistent
Investment
Ranking
Criteria
Portfolio
Level What-If
Analysis
Cost,
Schedule &
Perf.
On Demand Reporting
& Operational Analysis
IMS
Enterprise
Governing
Workflow
Strategic
Budget
Alignment Formulation
Score
Risk, Issue, Visibility,
Decision,
Insight &
Action Item
Control
Collaboration
Solution Walkthrough
1.
2.
3.
4.
5.
Business Needs Flexibility
Information Accessibility
Enterprise Types
Enterprise Process Types
Investment Overview
Investment Metadata Examples
Investment Relationships
Program/Project Process & Data
Portfolio Analytics
Reviewing the Rankings
Prioritize Project List
Baseline Scenario
~10% Cut from 38M to 34M
~20% Cut from 38M to 30M
~20% Cut with Force In
Scenario Comparison Report
Formulation Using Selected Portfolio
Solution Walkthrough
1.
2.
3.
4.
5.
Tips for More Successful Annual Planning
Pre-Select
Standardized
Business
Case
Capture
Select
Consistent
Investment
Ranking
Criteria
Control
Initiate
Portfolio
Level What-If
Analysis
Plan
Execute
Evaluate
Control
Cost,
Schedule &
Perf.
On Demand Reporting
& Operational Analysis
IMS
Enterprise
Governing
Workflow
Strategic
Budget
Alignment Formulation
Score
Close
Risk, Issue, Visibility,
Decision,
Insight &
Action
Control
Collaboration
http://pages.umt.com/FedEPPM