portfolio performance: ge global research cracks the code with clarizen

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May 2013 Gartner PPM Summit Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Simplified. Organized. On time. On budget. These are lofty goals for any project, but don’t typically describe an entire PPM organization. This was GE Global Research’s goal. This session, led by Jim Alcombright, GE Global Research’s Director of IT Project & Portfolio Management, and Guy Shani, Clarizen’s COO, explores how GE Global Research more than doubled its rate of on-time/on-budget projects to 90% in under a year and the role Clarizen played in this revolution.

TRANSCRIPT

Page 1: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

May 2013

Gartner PPM Summit

Portfolio Performance: GE Global Research Cracks the Code with

Clarizen

Page 2: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

Does This Describe Your PPM Organization?

• Simplified? • Organized? • On time? • On budget?

GE Global Research did it – and you can, too!

Page 3: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

Today’s Presenters

Plan & Control

Jim Alcombright Director of IT Project & Portfolio Management GE Global Research

Guy ShaniCOOClarizen

Page 4: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

First, a Word about Clarizen

200% YoY growth

2,500 global customers, tens of thousands of users

Founded in 2006, commercial release in 2008

Offices – San Mateo, CA, Israel, and global sales offices in key markets

Adding more than 100 new customers every month

Page 5: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

Robust Simplicity: Driving Success at the Project and Portfolio Level

ResourceManagement

Conversations

Issue Tracking

Time& Expenses

Budgeting

Planning & Scheduling

User empowerment, transparency & personalization

Page 6: Portfolio Performance: GE Global Research Cracks the Code with Clarizen
Page 7: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

GE Global ResearchGartner PPM Summit

May 2013

Jim Alcombright

Page 8: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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About GE Global Research

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About GE Global Research

Niskayuna, NYSan Ramon, CA

Munich, Germany

Rio de Janeiro, Brazil

Bangalore, India

Shanghai, China

OklahomaCity, OK

Page 10: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

Who We Are

Page 11: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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PPM: Ideas to Operations

Framework/ ExecutionEducation/ Governance

Page 12: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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PPM Accomplishments

On timeOn budget

Site Build Outs40% increase in project execution

Project Cookbooks

Consolidated SupportContracts

Page 13: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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PPM DifferentiatorsSimplified Framework based on PMI

OrganizationalResource Allocation

Portfolio Management

Page 14: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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PPM Portfolio Mix

Business Engagement

~30 Simultaneous Global Projects

In excess of $50M Annual Budget

~100 Projects Annually

Page 15: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

Where We Started…

Page 16: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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GEGR IT PPM HistoryNo Formal

Project Mgmt

~50%Project Success

Over-allocatedUnder-

performing

FundingIssues/

Constraints

DPMM, Excel, BoN

Page 17: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Solution Requirements

• PMI/PMBOK based

• SaaS/ Speed to Implement

• Collaborative tool

• Reporting

• Project/Program/Portfolio Management

• Resource Forecasting• Operations vs Project time• Personal Time/Holidays

Page 18: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Why Clarizen

SaaS

Speed to ImplementEntry & Exit Commitment

TCO

Open & Configurable

(Not Custom!)

Gartner MQ 2012

*Gartner “Magic Quadrant for Cloud-Based Project and Portfolio Management Services” by Daniel B. Stang and Robert A. Handler, 27 June, 2012.This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Clarizen. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Page 19: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

Where We Are…

Page 20: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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GEGR IT PPM HistoryNo Formal

Project Mgmt

~50%Project Success

Over-allocatedUnder-

performing

FundingIssues/

Constraints

DPMM, Excel, BoN

PPMOChartered

MS ProjectStandard

~90%Project Success

Project Change Management

Education & Awareness

IT Pipeline & PfManagement

PPMO Framework

TalentAcquisition

Page 21: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Current Focus

Business Case Submission Pipeline/

Portfolio Management

Project Scoring

Page 22: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Portfolio/Program/Project Mgmt

Page 23: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Reporting

Page 24: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Resource Forecasting/Management

Page 25: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Business Case

Page 26: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Project Scoring

Page 27: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Pipeline/Portfolio Management

Page 28: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

Where We Are Headed…

Page 29: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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GEGR IT PPM HistoryNo Formal

Project Mgmt

~50%Project Success

Over-allocatedUnder-

performing

FundingIssues/

Constraints

DPMM, Excel, BoN

PPMOChartered

MS ProjectStandard

~90%Project Success

Project Change Management

Education & Awareness

IT Pipeline & PfManagement

ClarizenSoft-Launch

Simplification

Collaboration

ExpansionClarizen

Production Launch

New IT Pf Framework

Resource Allocation Book

TransitionBusiness Case

TransitionCRF

DistributedLOE Actuals

Earned ValueManagement

Skills & GroupValidation

ITScorePPMO

PPMO Framework

TalentAcquisition

Page 30: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Integration and Automation

• Integration of other IT Governance functions (EA, R&S)

• Issue tracking – link issues with tasks in a Project and/or Service (AppDev)

• Custom Actions triggering workflow Open a project triggers design

review, emails stakeholders, schedules meetings

Page 31: Portfolio Performance: GE Global Research Cracks the Code with Clarizen

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Thank you

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