ca Intellicenter

Enabling Resource Management –The Right People for the Right Projects

ICT02P #CAWorld

CiscoAllscriptsRicoh

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Agenda

ABOUT THE SPEAKERS

GETTING STARTED AND DRIVING ADOPTION

Q & A

MAJOR CHALLENGES AND OBSTACLES

KEY TAKEAWAYS AND RECOMMENDATIONS

1

2

3

5

6

APPROACHES AND BEST PRACTICES FOR DATA MANAGEMENT4

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Panel Discussion Speakers

Lynn HarrisIS Expert Analyst

Allscripts

@LynnHarris_VT

Clarity Administrator for 10 years

Member of CA PPM product advisory council

Functional and technical

PM, RM, DM, FM and portfolio modules

Kimberly BairdOperations Manager

Cisco

Product lifecycle management across product development

14 years at Cisco

Marketing, sales, services, engineering

CA PPM product advisory council

San Francisco Bay-Area community

Matt TrevorrowSVP, Enterprise Services Delivery

Ricoh

Responsible for pre-sales solutioning and post-sale implementation team

Two years at Ricoh-Americas

27 years at HP/EDS

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About Cisco

Cisco’s use of CA PPM: Approx. 10,000 users, 1000s of projects, over 30,000 team members Primarily used in our R&D product development groups, operations, services and IT CA PPM version 13.2, on-premises Resource Mgmt, Project Mgmt, Financial Mgmt and Portfolio Mgmt (early adoption) Multiple application integrations and customizations

Fortune 500 company and global leader in IT Networking

Cisco has shaped the future of the Internet by creating unprecedentedvalue and opportunity for our customers, employees, investors and ecosystem partners and has become the worldwide leader in networking—transforming how people connect, communicate and collaborate.

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About Allscripts

Global Healthcare IT providing services and solutions to physician offices, hospitals and post-acute care organizations.

Approximately 5,500 CA PPM users and 28,000 active projects– Began in 2002– Currently on 13.3, on-premises, SQL Server– Use CA Productivity Accelerator– Professional services, solutions development, IT services, others and growing

Project, resource and financial management: portfolio management launching Q4 Multiple application integrations (Contracts, Project, ERP, BI, WebApp and others)

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About Ricoh

Ricoh is a global technology company specializing in office imaging equipment, production print solutions, document management systems and IT services. Headquartered in Tokyo, Ricoh Group operates in 200 countries and regions. In the financial year ending March 2014, Ricoh Group had worldwide sales of 2,236 billion yen (approx. US$21.7 billion).

1,000 CA PPM users, CA PPM SaaS Automated request and assignment for pre-sales support and installation of sold projects 33k pre-sales requests from SalesForce 44k post sale projects, 41k <$6k in services—ties into Oracle Integrated Google Maps to visualize and determine placement of targeted resources

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Getting Started and Driving AdoptionLynn Harris, Allscripts

Allscripts Get leadership “buy in” and

engage users often.

Develop and understand the process, roles and responsibilities.

CA PA – Define training plan.

Sustain involvement after implementation.

Cisco Engage your stakeholders and

partner with them for success.

Set clear expectations.

Deliver successful pilot quickly.

Do whatever it takes to get them onboard.

Ricoh Get process engineers in early.

Identify evangelists, communicate why.

Select leaders to vet “How will we use it to get our job done?”—not just test system.

Push to go-live and determine adjustments versus perfection and ‘it would be nice to have …’

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Major Challenges and ObstaclesMatt Trevorrow, Ricoh

Allscripts Professional Services: book

resources to the day/hour with a visual of all resource bookings

Accounting for “to be hired” resources in capacity planning

User resistance to visibility and data maintenance

Cisco Understand the obstacles you

need to overcome to attain your goal—change management.

Plan ahead to address user experience challenges.

Plan ahead for reporting strategy.

Ricoh Culture shift from local resources

Configuring the system without a deep appreciation of our current processes

Trusting the recommendations and assignments

Reporting

GUI/Interface

Mobile for immediacy and accuracy

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Approaches and Best Practices for Data ManagementKimberly Baird, Cisco

Allscripts Evaluate the out of the box

portlets (PMO Accelerator) including the graphs/charts.

Evaluate the out of the box reports (Content Package).

Define requirements and decide best solution: portlet or report?

Data entry/maintenance should not be a chore.

Cisco Recommend Web services using

APIs

Ease-of-reporting and bulk updates are showstoppers if not addressed

Ricoh Reporting—pulled into a data

warehouse where we can slice it independently

Data integrity challenges—correlation to other system’s reports

Cycle times between activities is difficult

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Key Takeaways and Recommendations

Allscripts Don’t let the tool define the

process.

Crawl, Walk, Run approach

Embrace resistance to change.

Leverage out-of-the-box functionality as much as possible (look for process improvements).

Cisco It’s a journey, set expectations

accordingly.

Success is not about the tool, it’s about managing change.

Have patience as the business matures around a new capability with strategic value.

Ricoh Don’t over think “What if I could

get …? Can I see this? Can I get that?”

Deploy and use for four to six months, then revisit additional needs.

Get process engineers engaged ASAP.

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For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

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ensure it links to correct pageManagement Cloud

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For Informational Purposes Only

This presentation provided at CA World 2014 is intended for information purposes only and does not form any

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