September 10th, 2008
Prioritization Project -- The Way ForwardMargaret DischlerPhoenix United Associates, Inc.
04/10/23
Prioritization ProjectOverview
Problem Statement Project Process Overview Interview Summary Brief Systems Demo Next Steps Final Examination
Problem Statement
At Phoenix and subsidiaries, there is not a consistent process or
tool in place to prioritize initiatives/projects that will
maximize the value of IT to the business.
Most Popular Interview Results Question 1: Definitions
Project Application Incident Initiative **
Most were fairly consistent.
Most Popular Interview Results Question 2: Current Tools
MS Project MS Office Standardized Forms MS Excel Templates
Each group uses a tool tailored to their needs.
Most Popular Interview Results Question 3: Impact of Inaccurate/Untimely Reports
Not Meeting Customer Needs Too Much Work, Not Enough
Resources Project Overrun Late Delivery Inability to Effectively
Manage Projects
Most Popular Interview Results Question 4: Benefits of Accurate Information
Clear Communication Clarifies Priorities Effective IT Management Clear Strategic Use of
Information for Marketing & Sales departments
Happy Customers & Enhanced Perception of IT
Most Popular Interview Results Question 5: Function/Process Your Group Should Manage
All Technical Functions That Impacts Deliverables
Capturing Business Rules & Decision Points
Facilitate Prioritization with Business
Most Popular Interview Results Question 6: Function/Process Your Group Should NOT Manage
Prioritization Process Large Projects Operations Steering
Committee
… unless you are asked.
Most Popular Interview Results Question 7: Addition Project Information for Enhancement
Standardize Document Storage System (Centralized)
On-going Mgt. Presentation Status
Alignment with Business Strategy
New Tracking Tool Better Communication
Most Popular Interview Results Question 8: Perceptions of VP’s Needs
Priority Setting Process Project Cost Project Overview Time Reporting by
Project Project Status
Common Fear: If you don’t match 100% to projections, prepare resume because your time is limited.
Most Popular Interview Results Question 9: Issues Around Project Tracking System
Administrative Overhead -- KEEP IT SIMPLE
Level of Detail Project Level Information Interactive Dependency
Among Systems Prioritization Based on
Business Need
Most Popular Interview Results Question 10: Obstacles (Opportunities) to Overcome
Staff Buy-in Compliance Prioritization Setting Process Time Reporting
Most Popular Interview Results Question 11: Improve Chances of Success
Upper Level Communication Keep System Simple Senior Level Buy In Show Benefits (all levels) System Results (Peer Pressure) Training
Primary Problems Tracking Tool Will Need to Initially Address
Must Be Easy to Use Must Provide High Level Project Information (
ie Cost, Status, Overview) Timely Project Information Impact/Dependencies on Other Systems Historical Data Cost Benefit Analysis
Sample Systems on the Market
When watching this video “primer”, keep in mind that we have not yet developed our top requirements or specifications.
Where Do We Go Now ? (Next Steps)Recommendations
Develop a Standard Process for All of Phoenix & Subsidiaries (any shared IT functions)
Establish IT Steering Committee Establish Business Steering Committee Implement A Basic Tracking System
Q&A
