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Culture Change Challenges In Enterprise PM Tool Implementations Frank Polack PMP BAR CAMP Birmingham, May 2, 2009
Core functions of an EPM tool Time Management – Manages deliverable activity timelines and deadlines for programs, projects, tasks and assignments Resource Management – Manages the allocation of  available personnel using a resource profile repository, and enables resource loading and leveling  Cost Management – Tracks resource (and other) costs and facilitates the chargeback or billing of project expenses, such as those associated with time, travel, equipment or other materials Source: Gartner (June 2006)
Additional EPM Benefits Enterprise Project/Portfolio Management (EPM) solutions can be especially effective at ensuring that PMOs operate efficiently by  aligning work with strategic goals automating some of the mundane activities that typically steal time from the project management process accelerating project-based work to optimize  business performance - Microsoft IT/PMO Governance Vision
Talkin ‘bout my generation… What’s your company’s culture? Blue Chip: coat and tie -or- Dot Com: jeans, pets  foosball and lattes Rules…   ‘Dirty’ Harry or    Barney Fife
Managing Culture Change What can we do out to make  the  Culture Change  more successful? Presenting: Frank’s Top 10 Hits….
Managing Culture Change – Top 10 Educate management,  from C-level down  And “bottom-up” PR  is just as important Buy-in / Commitment is key to success 1. “Stairway to heaven..”
Managing Culture Change – Top 10 2. “I can see for miles and miles..” Answer the “Why & What” Why are we doing this?  What do we intend  to gain from this?   Is this a Finance tool, a Reporting tool,  or a Project Management tool?
Managing Culture Change – Top 10 Vet the requirements Who are the owners/users  of the data?  (financial reports,  timesheets, etc) Do you really need 10 interfaces  to all your other systems? 3. “K.I.S.S.
 
Managing Culture Change – Top 10 Accept your deficiencies.  If you don’t have the expertise,  bring it in.  Don’t eschew the vendor’s help  without having a substitute identified. Internal projects are the  “cobbler’s kids” 4. “I wanna hold your hand”
Managing Culture Change – Top 10 Identify your Processes first Ensure that people are  trained on the Processes Then find a tool that works  with your Processes 5. “If I had a hammer..”
Managing Culture Change – Top 10 Do you have cowboys or  mushrooms? What other cultural  revolutions have worked  in your organization? 6. “I wanna be a Cowboy..” S.W.A.N.
Managing Culture Change – Top 10 Definitions, terminology, semantics  are important.  What is a “project” in your organization?  What is a project “plan” vs “schedule”? Use a standard framework such as PMI’s PMBoK Review the training requirements –  just learning the software is not sufficient [* Esperanto for “Speak the language” ] 7. Paroli la lingvo*
Managing Culture Change – Top 10 Each generation accepts change differently Implement small changes that can  be tracked and validated.  8. “Baby Steps”   What do project schedules  look like today?   Do you use timesheets?
Managing Culture Change – Top 10 Are you going “where no man    has gone before” ? Run a pilot project. Test the process  (build a schedule, input time, run a report) 80/20 Rule – get the big ‘gotchas’  out of the way before implementation.  Don’t kill the momentum with perfectionism 9. “Beam me up, Scotty”
Managing Culture Change – Top 10 If the tool is cumbersome and  not easy to use, the data  (or lack thereof) will reflect it Get feedback from those  who will use the tool. (don’t forget Accounting..) G. I. G. O. Hype it up, get the word out, SELL IT! (P.R. is a catalyst) 10. “It’s So Easy..”
THANK  YOU medical practice trends.com powered by eMedikon Frank Polack, PMP  |  [email_address] @ RAudiOne

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Culture Change Challenges in Enterprise Implementations

  • 1. Culture Change Challenges In Enterprise PM Tool Implementations Frank Polack PMP BAR CAMP Birmingham, May 2, 2009
  • 2. Core functions of an EPM tool Time Management – Manages deliverable activity timelines and deadlines for programs, projects, tasks and assignments Resource Management – Manages the allocation of available personnel using a resource profile repository, and enables resource loading and leveling Cost Management – Tracks resource (and other) costs and facilitates the chargeback or billing of project expenses, such as those associated with time, travel, equipment or other materials Source: Gartner (June 2006)
  • 3. Additional EPM Benefits Enterprise Project/Portfolio Management (EPM) solutions can be especially effective at ensuring that PMOs operate efficiently by aligning work with strategic goals automating some of the mundane activities that typically steal time from the project management process accelerating project-based work to optimize business performance - Microsoft IT/PMO Governance Vision
  • 4. Talkin ‘bout my generation… What’s your company’s culture? Blue Chip: coat and tie -or- Dot Com: jeans, pets foosball and lattes Rules… ‘Dirty’ Harry or Barney Fife
  • 5. Managing Culture Change What can we do out to make the Culture Change more successful? Presenting: Frank’s Top 10 Hits….
  • 6. Managing Culture Change – Top 10 Educate management, from C-level down And “bottom-up” PR is just as important Buy-in / Commitment is key to success 1. “Stairway to heaven..”
  • 7. Managing Culture Change – Top 10 2. “I can see for miles and miles..” Answer the “Why & What” Why are we doing this? What do we intend to gain from this? Is this a Finance tool, a Reporting tool, or a Project Management tool?
  • 8. Managing Culture Change – Top 10 Vet the requirements Who are the owners/users of the data? (financial reports, timesheets, etc) Do you really need 10 interfaces to all your other systems? 3. “K.I.S.S.
  • 9.  
  • 10. Managing Culture Change – Top 10 Accept your deficiencies. If you don’t have the expertise, bring it in. Don’t eschew the vendor’s help without having a substitute identified. Internal projects are the “cobbler’s kids” 4. “I wanna hold your hand”
  • 11. Managing Culture Change – Top 10 Identify your Processes first Ensure that people are trained on the Processes Then find a tool that works with your Processes 5. “If I had a hammer..”
  • 12. Managing Culture Change – Top 10 Do you have cowboys or mushrooms? What other cultural revolutions have worked in your organization? 6. “I wanna be a Cowboy..” S.W.A.N.
  • 13. Managing Culture Change – Top 10 Definitions, terminology, semantics are important. What is a “project” in your organization? What is a project “plan” vs “schedule”? Use a standard framework such as PMI’s PMBoK Review the training requirements – just learning the software is not sufficient [* Esperanto for “Speak the language” ] 7. Paroli la lingvo*
  • 14. Managing Culture Change – Top 10 Each generation accepts change differently Implement small changes that can be tracked and validated. 8. “Baby Steps” What do project schedules look like today? Do you use timesheets?
  • 15. Managing Culture Change – Top 10 Are you going “where no man has gone before” ? Run a pilot project. Test the process (build a schedule, input time, run a report) 80/20 Rule – get the big ‘gotchas’ out of the way before implementation. Don’t kill the momentum with perfectionism 9. “Beam me up, Scotty”
  • 16. Managing Culture Change – Top 10 If the tool is cumbersome and not easy to use, the data (or lack thereof) will reflect it Get feedback from those who will use the tool. (don’t forget Accounting..) G. I. G. O. Hype it up, get the word out, SELL IT! (P.R. is a catalyst) 10. “It’s So Easy..”
  • 17. THANK YOU medical practice trends.com powered by eMedikon Frank Polack, PMP | [email_address] @ RAudiOne