learn how UMT 360’s powerful Integrated Portfolio Management techniques can help you establish a financial management framework to gain transparency and improve investment decisions across your project, program and asset portfolios.

1. Integrated Portfolio Management
Project Portfolio Mgmt. 2.0:
What’s Missing from Today’s
PPM

2. Agenda
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3. Alarming Statistics
Industry Analysts Agree There is a Problem
33%
of all completed
projects experience
cost overruns of
between 10% & 20%
42%
Of all projects are
delivered late or
over budget
21%
of all projects fail to
complete or get
implemented
33%
Of projects do not
meet their goals or
business intent
Gartner Group
Standish Group
PMI
Standish Group

4. $100m
Budget
$21m
project failure
$7m
Cost Overruns
$28m
Or 28% of the capital
spend is in risk of
being needlessly
wasted…
What is the Impact?
Cost Perspective

5. BusinessValue
Capital Investment
0%
100%
$25m $50m $75m $100m $125m $150m
80%
56%
50%
49%
What is the Impact?
Value Perspective – Efficient Frontier
- 31%
Selected
Portfolio
Baseline Portfolio
39%
Loss in business
value due to failed
projects and cost
overruns.

6. Different Perspectives
What is a project?
PMO Executive
• Deliverables
• Schedule
• Quality
• Resources
• Budget
• Investment
• Strategic
Initiative
• Transformation
• Competitive
Differentiation

7. A New Approach is Required
Adopt Integrated Portfolio Management Best Practices
Project Mgmt.
Project &
Portfolio Mgmt.
Integrated
Portfolio Mgmt.
BusinessValue
2000 2006 2012
Effective project
delivery &
resource mgmt.
Select & Deliver
the Right
Projects
1. Optimize Capital
Spend – Project &
Portfolio financial
Controls
2. Control & Optimize All
Spend – Integrated
Portfolio Analysis

8. 1) Project & Portfolio Financial Controls
Optimize Spend & Streamline Capital Planning

9. 2) Integrated Portfolio Analysis
Gain financial transparency across your Business & Technology portfolios
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10. UMT 360 for PPM
Integrated Project & Portfolio Financial Controls
Standardize financial controls & unify
disparate data
Improve budgeting & streamline funding
approvals
Track cost performance & manage change
requests
Drive transparency & take corrective
action
Measure results and drive improvements

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Standardize financial controls & unify
disparate data
Establish
Financial
Structures
Enter cost by
year at level 2
in structure
Enter cost by
month at level
4 in structure

12. Improve budgeting & streamline funding
approvals Time-phased
estimates 
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Funding
Allocations

13. Track cost performance & manage change
requests
Financial
Status Report
Trending
analysis and
Variance
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14. Drive transparency & take corrective action
Variance
report
Cost Tracking
Dashboard 
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Project level
Variances

15. Y Y
Measure results and improve process
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Estimating
Accuracy by
Approval Gate
% of projects
completed
Avg. % of cost
overruns for
completed projects
Benefits Realization
Accuracy

16. Demonstration…

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Familiar & Integrated
Get More Value from your Microsoft Platform Investment
Out-of-the-
Box web parts

18. 
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UMT 360 for PPM
Benefits of Integrated Project & Portfolio Financial Controls.

19. What should I do next?
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20. Questions & Answers
bchamberlain@umt.com