1. Bringing Visibility, Control, andOptimization to your ITorganization

2. Dave SmithProduct ManagerComputer Aid, Inc.Dave_Smith@CompAid.com 3. Have You Ever Been surprised by somethingof significance? Received inconsistent information? Been told everything is OKonly to find out later otherwise?How do you know if you will be successful? 4. Background Story Answered Yes to these questions Need We were beginning to make mistakes Quickly needed to get a communications, visibility, andenforcement system in place Solution This led us to create a system for projectsAPO (Automated Project Office) Implemented APO internally Commercialization Rolled out APO Created ITBuzz (Saw need for this beyond projects) 5. Discover Know what was in needVisibilityof attention Control Apply the knowledgeof your best peopleOptimization All activities visible in acentral repositoryAre Always Occurring! Have the data neededto make decisions 6. What is?SevenDomainsPortfolio Service ManagementDelivery ITService HealthCheck Management Automated Project Office ProcessCapabilityIssueResolution ManagementImprovementManagement Results ManagementPowered by 7. What is? Portfolio Management AligningProposal SubmissionPortfolioProposal Validation Management IT HealthCheckPortfolio BalancingService Monitoring Environment Monitoring Delivery Portfolio Monitoring ServiceManagementAutomatedProjectOffice ProcessImprovement Capability Management Issue ResolutionManagement ResultsPowered by Management 8. What is ?PortfolioManagement IT HealthCheckService Delivery ServiceAutomatedManagement Project OfficeAutomated ProjectPredictive AnalyticsOffice Scorecard Process Earned ValueStage GateImprovement Capability ManagementIssueResolution ManagementResultsPowered byManagement 9. What is? Portfolio Management IT HealthCheck ServiceService Management DeliveryService Management Problem Management Customer Satisfaction Ops Management Automated Project Business Alignment Office ProcessImprovement Capability ManagementIssueResolution Management ResultsPowered by Management 10. What is ?PortfolioManagement IT HealthCheck ServiceDeliveryServiceManagement Automated Project Office ProcessImprovement Capability Results ManagementManagementIssue Resolution Project ScoringManagementPersonnel ScoringResults Process Scoring ManagementPowered by 11. What is? Portfolio Management IT HealthCheckService Delivery Service Management Automated Project Office Process CapabilityImprovement Capability ManagementManagementIssue Personnel DevelopmentResolutionProcess ConformanceManagement ResultsPowered by Management 12. What is? Portfolio ITManagementITHealthCheckHealthCheckServiceReview of IT OperationsDelivery Review of IT PracticesService Management Automated Project Office ProcessImprovement Capability ManagementIssueResolution Management ResultsPowered by Management 13. What is? Portfolio Management IT HealthCheck ServiceDelivery Service Management Automated Project Office ProcessIssueImprovement CapabilityResolution Management ManagementIssueResolution ManagementLog, Assign, Resolve issue ResultsSet prioritiesPowered by ManagementNotifications 14. What is? * Portfolio * Management IT HealthCheckService Delivery Service Management Automated * Project Office ProcessImprovement Capability ManagementIssue*Resolution Management ResultsPowered by*Management Available Today ! 15. What is? Click to Launch Portfolio Management IT HealthCheckService Delivery Service Management Automated Project Office ProcessImprovement Capability ManagementIssueResolution Management ResultsPowered by Management 16. PricingCAI provides Advanced Management Insight (AMI) as a hosted software as a service(SaaS) offering. AMI is a framework for enabling AMI Apps. Licensing is as follows: AMI Framework AMI License Monthly FeeLicense fee based AMI Framework (Up to 10 Named Users)$4,000upon the number ofAMI Framework Expansion Blocks (Each additional group of 10 Named Users)$3,000Named UsersEnterprise (Over 100 Named Users, not to exceed 1 ,000 Named Users)$42,000Monthly Fee License fee basedupon installed Apps AppGold Platinum Enterprise $1,000$2,000$3,000APO / Project Management (up to 100 (up to 500(up to 1,000 active projects) active projects) active projects) $1,000$2,000$3,000Portfolio Management (up to 100 (up to 500 (up to 1,000active proposals)active proposals) active proposals)Issues Management $200IT HealthCheck$50Service Management Coming SoonPractice ManagementComing SoonResults Management Coming SoonAdvanced Supply Chain Insight$1,000 Price is effective through December 31, 2011Rev 1.0 2011-09-09 17. By The Numbers Improve productivity by up to 30% Reduce rework by up to 40% Cut status reporting effort by up to 2hours per person/week Cut analysis and reporting by up to 10hours per project manager/week Rapid implementation Pre-configured best practices Out-of-box in 30 days or lessFor less than the cost of a 18. Rapid ImplementationOut ofthe BoxTailored Discovery Day 1 Day 2 Define assessments, Review KPIs & RecipientsDay 2 Day 4 Configure and Setup Day 3Day 22 TrainingDay 4Day 23 User Acceptance Period Day 5-9 Day 24-29 First Production Use Day 10Day 30 Implementation CompleteDay 10Day 30Collect personDay 4 Admin trainingDay 8 Configure & project data Assign personssecurityDefine OrgImport to Schedule UATcollectedprojects/rolesassessmentsdata Day 1 Day 6 Day 10 Custom implementations may take longer Actual elapsed time for implementation depends on availability of clients SubjectMatter Experts (SME) and other resources. 19. Summary Benefits Expert Knowledge Early operational insight to Repository enable risk mitigation Intellectual system designed Effective control andby industry experts governance IT Best Practices Use of best practices Affordable, Easy Install Software as a Service (Saas) Immediate implementation: No Hardware, No Programming 20. For More InformationThese days the buzz is all about optimizing yourorganizations focus and direction.Dave SmithITBuzz Product Manager Computer Aid, Inc. Dave_Smith@CompAid.com P: 610.530.5047 | C: 610.462.3645 www.CAIBuzz.com 21. The ITBuzz Solution Center Client retention Services / support OperationsKeep Close Negotiate Present Solution AcquireSales Support Get briefing Qualify EngageQuestion / Listen Value pitch / Weekly webinars potential ROI Presentations Get next call Initialcontact ProspectCold callRev 1.0 2011-09-09 22. See it in actionLEARN ABOUT AMI 23. No programming Quickly configuredOptimization Role based datacollection & analysis Flexible licensing Zero footprint SaaS 24. Constant stream of quantitative data with subjective team feedback Open visibility into statusIdentify risks, off track AMIactivities and best practice Operationalcompliance Information IntegrationSystemBest practices, KPIs, standardprocesses and managementExpertAnalysis andexpertise Knowledge PresentationSystem SystemComprehensiveData Repository Repository of all historical System data, findings, and analysis 25. ITBuzz Suite Client Specific SolutionsAMIAppCapability BuzzIT HealthCheck Portfolio Buzz Advanced Management Insight (AMI) Service BuzzTracer PortalStore Wellness AMI Q&AKnowledgeData ControlASCIAPOFrameEngine & DashboardRepositoryFeeds Room workSchedulerApplication Authoring 26. Questions? Click to Returnwww.AdvancedManagementInsight.com 27. Introducing APO Goal: To provide insight into aprojects health allowingfor early risk identificationfrom the viewpoint of aproject manager. To ensure necessary corrective actions are taken at anearly stage from the viewpoint of the managementoffice. 28. What Does APO Do? Visibility See needed project information View performance outcomes ANDparticipant feedback on keyconditions Control Reinforce expected behaviors Monitor exceptions to expectedbehaviors (procedures, processes,interactions) Optimization Identify conditions that impact Incorporate productivityimprovements into future planningProject Success Made Easier! 29. APO Predictive Measures Predictive measures of project success RPL Rework Prevention Level SMART Clarity of Task Assignments (Specific, Measurable, Accountable, Relevant, Timely) PAL Process Adherence Level SMPL Senior Management Participation Level Based on published IT industry studies of projectperformance research Leon Kappelman Mary Sumner Robert Glass Mark Keil 30. Questions? Click to Return www.CAIBuzz.com 31. Aligning Proposal Submission Proposal Validation Portfolio BalancingMonitoring Portfolio Monitoring Environment Monitoring 32. Scenarios Aligning Monitoring 33. Proposal SubmissionA proposed Project NameEstimated Cost (Build & Maintain)Estimated Benefit (Financial)Business AlignmentRisks and Rewards 34. Preliminary Estimates Estimated Build Cost ($) Estimated Life (yrs.) Estimate Support Cost ($/yr.) Eliminated Costs ($/yr.) Estimate Revenue Stream ($/yr.) Estimated Value ($/yr.) 35. Business AlignmentBusiness Imperative100 1Business Imperative100 2Business Imperative803 Project75Business Imperative Proposal4Business Imperative605Business Imperative406 36. Proposal Validation Dont havethisDont have this ExpertsProposalQuestionnairesNeed to be able to consume theirresponses inthe AMI dashboard Reward ResponsesExpected Value Brand ImageRisk Political Risk Technology Risk Financial RiskCost Benefits Validation 37. Proposal Validation Show charts inthe system Live demo 38. Refine the Estimates Focus now is on Build Cost o Hours/Role 39. Portfolio Selection 2Qyy 3Qyy 4Qyy Inflight projects Support Activities? Candidate Projects Mandatory ProjectsResources 40. Portfolio SelectionWhat is our Goal? Maximize ROI? Minimize Risk? Maximize BusinessAlignment? Some combination?What are the constraints? People Skills Infrastructure Money 41. Portfolio Selection Scenario Testing (What-if Analysis) Select/exclude projects Relax resource constraints 42. Portfolio Selection Achieving Balance Show charts inthe system Live demo Investment by Business Unit1400ThousandsShows the distribution of IT investment1200 across Business Units compared with therequested investment1000 800 600 400 200 0 43. Portfolio Selection Achieving Balance Show charts inthe system Live demo 44. Portfolio Selection Balanced Solution Show charts inthe system Live demoResource Loading140001200010000 8000Overload 6000Load Capacity 4000 20000C# Dev BA Arch Proj Mgr Tester Tech Wtr VB Dev DBA Web Dev Trainer 45. Portfolio Selection2Qyy3Qyy 4Qyy Inflight projects Support ActivitiesCandidate Projects Resources 46. Scenarios Aligning Monitoring 47. Monitoring The companys strategic goals arechanging 48. Project MonitoringBusiness Imperative100 1Business Imperative100 2ProjectSupports Ahead ofBusiness Imperativeschedule803 Under budget Full scopeBusiness Imperative754 Defect freePortfolio ManagemBusiness ImperativeUse one froment605beginning ofService this deckManagem entBusiness ImperativeAutomated Project406 OfficeCapabilityManagementResults Managem ent 49. SummaryAligningProposal FocusDue Diligence on ProposalsBalance Project MixResource Planning 50. SummaryMonitoringProject FocusAlerts for Out-of-bounds ProjectsOngoing Business AlignmentResource Balancing 51. Questions? Click to Return www.CAIBuzz.com 52. What I Want To Talk To YouAbout TodayWhat Is an IT Health Check?Why Do You Need one?What Is The Value of an IT Health Check?What Does It Look Like?How Do You Get One?65 Computer Aid, Inc. 2011 . All rights reserved. 53. What is an IT Health Check? Review of IT Operations and Practices Determine current health of the IT organization Identify risk areas Identify current problems and root causes Identify potential areas of improvement Assess key IT organization aspects Stability, Availability, Capacity Alignment with Business Best Practice Adherence Staffing skills, availability, morale, turnover, etc. Project Delivery Effectiveness Financial Management Computer Aid, Inc. 2011 . All rights reserved. 66 54. Why Do You Need One?A Sick IT Function can cause: Lost Records Computer Users Manually Re-Creating Data Business Interruptions due to power failure, hardware orsoftware failures, human error or telecommunicationsfailureFailure to Address Serious Issues leads to: Negative Financial Impact Damaged Reputation and Brand Loss of Market Share Security Breaches Legal Exposure Business Failure Computer Aid, Inc. 2011 . All rights reserved.67 55. Value of IT Health CheckEnable alignment of IT and business objectives.Drive IT organizations ability to perform at the level determined by industry benchmark for IT performance.Reduce operating costs.Increase overall effectiveness.Reduce risks. Computer Aid, Inc. 2011 . All rights reserved. 68 56. What Does It Look Like?Periodic Assessment of 10 Key AreasManagement Dashboard with Drill DownComparative Health Status Across Groups Within the IT OrganizationApplication Portfolio StatusPeriod by Period Health Comparison 69 Computer Aid, Inc. 2011 . All rights reserved. 57. Automated IT Health Check Assessment Categories Assessment Roles Eleven categories, Nine roles, including:including: IT Executive Overall IT Line MgmtProcess Infrastructure Critical Knowledge Customer Staff Governance Customer Executive Financial Application Support Alignment Development Applications Project Management Infrastructure Quality Assurance Data Human Resources Business Continuity Computer Aid, Inc. 2011 . All rights reserved. 58. IT Health Check Example 71 Computer Aid, Inc. 2011 . All rights reserved. 59. IT HealthCheck Example 1. All key areas are in the red(problem) area except process andfinancials. 2. Trends are flat to negative over the past two reporting periodsexcept for Financials, Infrastructure, Applications, Utilization andHR and Staffing. 72 Computer Aid, Inc. 2011 . All rights reserved. 60. IT HealthCheck ExampleSuggested Actions:1. Drill into all red(problem) areas.2. Determine root cause of problems.3. Implement correction plan.4. For negative trend categories, drill down to determine root causes.5. Decide whether remedial 1. All key areas are in the red(problem) area except process andaction is required.financials. 6. If remedial action is 2. Trends are flat to negative over the past two reporting periodsrequired, add to correctionexcept for Financials, Infrastructure, Applications, Utilization and plan.HR and Staffing.7. Perform monthly health check assessment to monitor progress. 73 Computer Aid, Inc. 2011 . All rights reserved. 61. Process Details Computer Aid, Inc. 2011 . All rights reserved. 62. Process Details 1. Drill down shows the current overall process score and the scoresfor prioritization, change management, releasemanagement, problem management, work management andquality assurance processes. 2. All process scores are in the green range, but the trend for theProcess area is negative over the past two reporting periods. Computer Aid, Inc. 2011 . All rights reserved. 63. Process DetailsSuggested Actions:1. For negative trend categories, drill down to determine root causes.2. Determine root cause of negative trends.3. Implement correction plan.4. Perform monthly health check assessment to monitor progress. 1. Drill down shows the current overall process score and the scoresfor prioritization, change management, releasemanagement, problem management, work management andquality assurance processes. 2. All process scores are in the green range, but the trend for theProcess area is negative over the past two reporting periods. Computer Aid, Inc. 2011 . All rights reserved. 64. Process Details1. The Drill Down page includes key questions, and their responses.2. Question response data shown on the details page shows the people who have responded , the question responses and the answer distribution. Computer Aid, Inc. 2011 . All rights reserved. 65. Process Details1. The Drill Down page includes key questions, and their responses. Suggested Actions:2. Question response data shown on the details page shows the 1. For negative responses, meet people who have responded , the question responses and thewith respondents to discuss. answer distribution. 2. Provide additional education as needed.3. Perform monthly health check assessment to monitor progress.4. If improvement does not occur, consider additional education or staffing actions as appropriate. Computer Aid, Inc. 2011 . All rights reserved. 66. Application Status Computer Aid, Inc. 2011 . All rights reserved. 67. Application Status1. The top portion of the application dashboard provides an overview of the overall application status.2. Detailed application data provided includes a profile of the application portfolio, including the application name, owning organization, business function supported, application portfolio information, application stability and availability, functionality overlap application effectiveness, user satisfaction and whether the application is package software or home-grown.. Computer Aid, Inc. 2011 . All rights reserved. 68. Application StatusSuggested Actions:1. Drill into all red(problem) areas.2. Determine root cause of problems.3. Implement correction plan.4. Correct stability and availability issues immediately.5. For application overlaps, perform comparative analysis, and consolidate redundant1. The top portion of the application dashboard provides an overview functionality into single of the overall application status.application where appropriate.2. Detailed application data provided includes a profile of the 6. For applications with yellow or application portfolio, including the application name, owning red customer satisfaction organization, business function supported, application portfoliolevels, determine root cause. information, application stability and availability, functionality 7. Add steps to correction plan overlap application effectiveness, user satisfaction and whetheras appropriate. the application is package software or home-grown..8. Perform monthly health check assessment to monitor progress. Computer Aid, Inc. 2011 . All rights reserved. 69. Critical Knowledge, Governance, Financial, HR Computer Aid, Inc. 2011 . All rights reserved. 70. Critical Knowledge,Governance, Financial, HR1. For Critical Knowledge, there is an overall score, as well as scores for Knowledge Inventory, Knowledge Risk, and Knowledge Retention.2. For Financial, there is an overall score and a Financial Actual Score and a Financial Alignment score.3. For Governance, there is an overall score, as well as scores for Business Alignment, Governance Structure, and Governance Effectiveness. Suggested Actions: 4. For HR and Staffing, there is an overall score, as 1. Drill down into problem(red) well as scores for HR Skills, HRareas and determine exposure Effectiveness, Morale, Turnover, Applicationto loss of critical knowledge. Staffing, and Capacity Planning. 2. Implement knowledge capture 5. A comparison of Criticalprogram to capture criticalKnowledge, Governance, and Financial Status andknowledge. Human Resources and Staffing by Organization is 3. Cross train staff as needed to provided.retain critical knowledge. 4. ForGovernance, Financial, HRproblem (red) areas, drill downto root causes. 5. Implement correction plan. 6. Perform monthly health checkassessment to monitorprogress.83 Computer Aid, Inc. 2011 . All rights reserved. 71. Infrastructure, Data and Process Computer Aid, Inc. 2011 . All rights reserved. 72. Infrastructure, Data and Process 1. For Infrastructure, there is an overall score. 2. For Overall IT Processes, there is an overall scoreas well as scores for Prioritization, ChangeManagement, Release Management, ProblemManagement, Work Management and QualityAssurance. 3. A comparison of Infrastructure and Data and OverallIT Processes by Organization is provided. Computer Aid, Inc. 2011 . All rights reserved. 73. Infrastructure, Data and Process 1. For Infrastructure, there is an overall score. 2. For Overall IT Processes, there is an overall scoreas well as scores for Prioritization, ChangeManagement, Release Management, ProblemManagement, Work Management and QualityAssurance. 3. A comparison of Infrastructure and Data and OverallIT Processes by Organization is provided. Suggested Actions: 1. Drill into all red(problem) areas. 2. Determine root cause ofproblems. 3. Implement correction plan. 4. Correct stability and availabilityissues immediately. 5. Perform monthly health checkassessment to monitorprogress. Computer Aid, Inc. 2011 . All rights reserved. 74. How Do You Get One?Go to www.CAIBuzz.com and click on the Contact Us button to get more information or to sign-up!The ITBuzz team is ready to help! 87 75. Questions? Click to Return www.CAIBuzz.com 76. Issue Management GoalEnsure commitments are upheld To ensure, follow up, track and managecommitments are being upheld between teammembers within acceptable timeframe from theviewpoint of the project manager .Oversee commitments To oversee these commitments from the projectmanagement office perspective. 77. ValueEnsures timely resolution of issuesIssues are tracked and managed. With Issue Buzz: Commitments are monitored for timely resolution Automated follow up techniques ensure on-point results Catastrophic problems are avoided 78. Process 79. FeaturesAs issues arise, prompt management is critical toproject success. Issue Buzz provides you with theability to:Log issuesSet prioritiesAssign and notify resources or contributorsSubmit and approve/deny resolutionsThe solutions key differentiator is that you can now monitorand enforce compliance with defined service levelagreements (SLA). 80. FeaturesIssue Buzz takes the task of managing issues to ahigher level. Notifications are automaticallysent:Creation of an issueChange in status / issue is updatedNon-response within allotted timeIssue Buzz contains eleven potential notifications to ensurenothing slips through. 81. Screenshots 82. DashboardsWith Issue Buzz, managers, team members and stakeholders can enter andtrack issues in a central repository that provides a holistic view of potentialproject impediments. Managers, team members and stakeholders can viewproject issues in a variety of dashboards including: Number of Past Due Issues Issues with no Activity for Number Open vs. Closed the last 30 days Past Due by Assignee Number per Assignee Number of Open Issues Open for the Last 30 days Average Resolution Time Project/Organization Expected vs. ActualResponsivenessResolution Overall Responsiveness Number by Status Due Date Change Categories by # of Past Due Critical Issues6/4/2012 97 83. Screenshots 84. Screenshots 85. ValueEnsures timely resolution of issuesIssues are tracked and managed. With Issue Buzz: Commitments are monitored for timely resolution Automated follow up techniques ensure on-point results Catastrophic problems are avoided 86. Questions? Click to Return www.CAIBuzz.com 87. Coming SoonClick toReturn www.CAIBuzz.com 88. ITBuzz Product PlanITBuzzAMI features needed Functionality Data persistence Connectors for hard data Control room Build out PPM Knowledge repository Service management Capability and results Licensing management Data entities Further build out based upon market feedback Usability Role based dashboards Improved navigation Control Implement TFS for content version control UI standards Implement testing function 89. 20112012 Plan Website E-mail campaigns Landing pages 1 conference / month E-mail campaigns Webinars ITMPI, BrochureGantHead, Others IT Buzz Playbook Product Webinars CAI regions Overview Inside sales 7, one for each product Web sales Partners ITMPI type partners App store content Reseller 90. ITBuzz stats since 9/12 rollout completed Remaining 20112012 Plan ScheduleWebinars 24 internal, 2 ITMPI10 eight Internal,Self service GanttHead, ITMPI + the6 ITMPI self serve 10 other venuesConferences2 Detroit ITMPI,2 SimPosium, Valley Forge 1 per month, non Maine GovTech ITMPI competitive venues, GovTech, otherPartner Presentation 4 ? 4 per monthProspect 8 Analog devices, TE, GTApresentationsRFP, GTA, State MI, PA, Schaeffler Group, HBF AustraliaTrials 2 IDB, ETSProposals2 GTA, Old DominionWins 1 GTA 91. Quality Example 2: ATakeawayWhats Happening Here?Discussion: Why Are They Doing This? 15108 92. Takeaway: QualificationChecklist Takeaway: Seven Elements of Qualification l What needs to exist for a deal to be sales-worthy? 1) 2) 3) 4) 5) 6) 7)Checklists Ensure 18 Completeness and Repeatability109 93. Takeaway: QualificationChecklist Use Scoring to Assess Quality 1) Quantified Pain Unknown 0 2) NeedIdentified 1 3) DriverUnknown0 4) BudgetNot Sure 0 5) Timeframe Identified 1 6) Owner Identified 1 7)FitIdentified 1 8)Must DoYes1 5/8 = 61.25% Something 20110