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Expertool Project Gestalt Effectively Addressing Program Complexity Filling the Gap Between Existing Program Management Tools and Complex Human Activities Delivering Cost Effective Program Operations
Contents Program Management Complexity The Mega-Project Problem Issues for Mega-Project Participants Project Gestalt Solution to Program Complexity Project Gestalt Features and Benefits Project Gestalt Deliverables Expertise-Driven Decision Making Key Benefits Supporting Materials
Project Issues Dynamics
The Mega-Project Problem High public visibility due to their impact on communities, environment, and budgets Immense size and complexity due to scale and their multi-disciplinary nature Multi-agency clients Complex and interrelated contracts, and subcontracts Integration with existing operational infrastructure  Systemic interrelationships between political, regulatory, environmental, financial, contractual, and technical contexts Multi-decade time dimension adds additional complexity Projects span multiple administrations of elected officials Leadership passes from planners to designers, designers to builders, and builders to operators as life cycle progresses Progression of people in key roles as individuals move up and move on
Problems for Mega-Project Participants Linking corporate measurement to multiple mega-project, each a complex organization in itself Each project is a silo, and each project contains additional technical and organizational silos What safety standards apply in global projects? What other regulatory requirements? How to integrate corporate safety and quality programs? How to report to client and regulator’s systems? Risk reporting for client executed wrap insurance Progress reporting to client  Regulatory reporting ARRA reporting How to interact with project partners’ systems?
Expertool Solution to Program Complexity Expertool  Project Gestalt  is a software-enabled service that embeds critical success factor & risk, issue & trend, and quality & compliance management into efficient program operations.  To do this, Expertool  Project Gestalt  models the business, political, technology, and regulatory context surrounding the program, as well as the complex relationships between those contexts and the program, its projects and their project activities. Expertool  Project Gestalt  fills the gaps between traditional program management tools and complex human activities. Unlike Traditional Tools Like… Expertool Project Gestalt Project Management Expertool Project Gestalt provides program-wide analysis of overall program progress based upon individual project measures by considering the interrelationships between the individual project activities and risks Project portal and ECM Expertool Project Gestalt links project documents and issues to the overall program context Portfolio Management Expertool Project Gestalt creates and maintains holistic models of programs, their key success/risk factors, and provides the dramatically effective decision analysis, process efficiencies and organizational learning capabilities to mega-project participants.
PM Tools Landscape Automation Intelligence Modeling Solutions Data Expertise Knowledge Information Collaboration Structured Content Applied Knowledge Relevant Information Data in Context Search Workflow Engines
Modeling Capability Landscape Qualitative Quantitative Abstraction Flexibility Scalability Interaction Scope Reusability Integration Relational Matrix Tree Analysis Hierarchy Diagrams EXPERTOOL
Project Gestalt Features and Benefits Feature Benefits Captures business, political and regulatory context surrounding key decisions, as well as relevant multi-disciplinary technical considerations and the options and trade-offs considered at each key decision point Owner, program manager, project managers Case-based reasoning engine allows decision-makers to more deeply understand the impact of their decisions within the modeled business, political, regulatory and technical context All program participants Sponsor’s agenda and priorities are modeled and embedded in program management activities Sponsor Issues, risks, options and tradeoffs analysis is consistent across projects and program Owner, Program Manager Interactions and impacts of status details across projects and programs identified Owner, Program Manager, Project Managers Data-driven, objective status reporting and analysis across projects and programs All program participants Creates a repository of expertise for use by planners, designers, builders and construction managers, as well as the owners and operators over the life of the project Owner, Program Manager
Project Gestalt Deliverables Emerging Issues & Trends Analysis Support Issue & Trend Management Architecture Quality & Compliance Management Architecture Quality & Compliance Support Success Factor & Risk Management Architecture Integrated Forecasting Architecture * using MIT Systems Dynamics methodology Element Deliverables Identify or assess CSFs and risks CSF List and Risk Register Architecture for CSF and risk tracking Analysis of issues and trend dynamics* Architecture for on-going issue and trend analysis support Integrated quality and compliance requirements Architecture for expertise-driven quality and compliance operations Define required output from systems and processes for on-going Impact Analysis On-going analysis based upon refreshed data Define required output from systems and processes for on-going Quality and Compliance Analysis Integrated compliance reporting Architecture for cross-program analysis
Value Proposition Rapid ROI Builds compliance and quality into operations Provides holistic considerations of alternatives and trade-offs Preserves expertise for future problem solving Increases capacity of operation without adding additional people  Leverages expertise across operations Removes politics from decision-making Delivers adaptable programs
The Project Gestalt Pilot Project Critical Success Factor/Risk Management Issue/Trend Management Quality and Compliance Management Client Inputs Previous projects Reports Existing documents System output New Insights Expertise Gaps Business Case Initial OCU Project Gestalt Context Model Critical Success Factors/Risks System Dynamics Assessment Solution Architectures On-Going Support On-Going Maintenance Continuous Improvement PM and ECM Tools
Traditional Decision-Making vs Organizational Competency Unit Lengthy, costly and politically risky group activities Decisions documented, but not all options and views considered Insights that do not support the conclusion are lost Efforts must be repeated if similar issues arise Complex interactions and interrelationships can’t be understood* Final process related to static context Issues from synthesized documentation channeled to appropriate experts Governance team reviews options and tradeoffs preserved in context Individual expertise is reusable as organizational expertise Time-to-value accelerates as additional knowledge sources are integrated Complexity modeled and considered Adapts to changing business and regulatory context Organizational Competency (OCU) *see “Complexity” slide Operations Source: OCEG Presentation Typical Process Design
Supporting Materials
Expertool Overview Consulting for Fortune 500 and international clients History of innovation  Privately held company established in 1996 Unique product developed iteratively to solve real-world problems Successful engagements in variety of sectors and problem domains:
Expertool Successes
Complexity How many potential interactions are there between 100 project events? “ Combinational Explosion Complexity” The potential interactions of 100 factors is 1,267,650,600,228,230,000,000,000,000,000

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Project Gestalt Program Success

  • 1. Expertool Project Gestalt Effectively Addressing Program Complexity Filling the Gap Between Existing Program Management Tools and Complex Human Activities Delivering Cost Effective Program Operations
  • 2. Contents Program Management Complexity The Mega-Project Problem Issues for Mega-Project Participants Project Gestalt Solution to Program Complexity Project Gestalt Features and Benefits Project Gestalt Deliverables Expertise-Driven Decision Making Key Benefits Supporting Materials
  • 4. The Mega-Project Problem High public visibility due to their impact on communities, environment, and budgets Immense size and complexity due to scale and their multi-disciplinary nature Multi-agency clients Complex and interrelated contracts, and subcontracts Integration with existing operational infrastructure Systemic interrelationships between political, regulatory, environmental, financial, contractual, and technical contexts Multi-decade time dimension adds additional complexity Projects span multiple administrations of elected officials Leadership passes from planners to designers, designers to builders, and builders to operators as life cycle progresses Progression of people in key roles as individuals move up and move on
  • 5. Problems for Mega-Project Participants Linking corporate measurement to multiple mega-project, each a complex organization in itself Each project is a silo, and each project contains additional technical and organizational silos What safety standards apply in global projects? What other regulatory requirements? How to integrate corporate safety and quality programs? How to report to client and regulator’s systems? Risk reporting for client executed wrap insurance Progress reporting to client Regulatory reporting ARRA reporting How to interact with project partners’ systems?
  • 6. Expertool Solution to Program Complexity Expertool Project Gestalt is a software-enabled service that embeds critical success factor & risk, issue & trend, and quality & compliance management into efficient program operations. To do this, Expertool Project Gestalt models the business, political, technology, and regulatory context surrounding the program, as well as the complex relationships between those contexts and the program, its projects and their project activities. Expertool Project Gestalt fills the gaps between traditional program management tools and complex human activities. Unlike Traditional Tools Like… Expertool Project Gestalt Project Management Expertool Project Gestalt provides program-wide analysis of overall program progress based upon individual project measures by considering the interrelationships between the individual project activities and risks Project portal and ECM Expertool Project Gestalt links project documents and issues to the overall program context Portfolio Management Expertool Project Gestalt creates and maintains holistic models of programs, their key success/risk factors, and provides the dramatically effective decision analysis, process efficiencies and organizational learning capabilities to mega-project participants.
  • 7. PM Tools Landscape Automation Intelligence Modeling Solutions Data Expertise Knowledge Information Collaboration Structured Content Applied Knowledge Relevant Information Data in Context Search Workflow Engines
  • 8. Modeling Capability Landscape Qualitative Quantitative Abstraction Flexibility Scalability Interaction Scope Reusability Integration Relational Matrix Tree Analysis Hierarchy Diagrams EXPERTOOL
  • 9. Project Gestalt Features and Benefits Feature Benefits Captures business, political and regulatory context surrounding key decisions, as well as relevant multi-disciplinary technical considerations and the options and trade-offs considered at each key decision point Owner, program manager, project managers Case-based reasoning engine allows decision-makers to more deeply understand the impact of their decisions within the modeled business, political, regulatory and technical context All program participants Sponsor’s agenda and priorities are modeled and embedded in program management activities Sponsor Issues, risks, options and tradeoffs analysis is consistent across projects and program Owner, Program Manager Interactions and impacts of status details across projects and programs identified Owner, Program Manager, Project Managers Data-driven, objective status reporting and analysis across projects and programs All program participants Creates a repository of expertise for use by planners, designers, builders and construction managers, as well as the owners and operators over the life of the project Owner, Program Manager
  • 10. Project Gestalt Deliverables Emerging Issues & Trends Analysis Support Issue & Trend Management Architecture Quality & Compliance Management Architecture Quality & Compliance Support Success Factor & Risk Management Architecture Integrated Forecasting Architecture * using MIT Systems Dynamics methodology Element Deliverables Identify or assess CSFs and risks CSF List and Risk Register Architecture for CSF and risk tracking Analysis of issues and trend dynamics* Architecture for on-going issue and trend analysis support Integrated quality and compliance requirements Architecture for expertise-driven quality and compliance operations Define required output from systems and processes for on-going Impact Analysis On-going analysis based upon refreshed data Define required output from systems and processes for on-going Quality and Compliance Analysis Integrated compliance reporting Architecture for cross-program analysis
  • 11. Value Proposition Rapid ROI Builds compliance and quality into operations Provides holistic considerations of alternatives and trade-offs Preserves expertise for future problem solving Increases capacity of operation without adding additional people Leverages expertise across operations Removes politics from decision-making Delivers adaptable programs
  • 12. The Project Gestalt Pilot Project Critical Success Factor/Risk Management Issue/Trend Management Quality and Compliance Management Client Inputs Previous projects Reports Existing documents System output New Insights Expertise Gaps Business Case Initial OCU Project Gestalt Context Model Critical Success Factors/Risks System Dynamics Assessment Solution Architectures On-Going Support On-Going Maintenance Continuous Improvement PM and ECM Tools
  • 13. Traditional Decision-Making vs Organizational Competency Unit Lengthy, costly and politically risky group activities Decisions documented, but not all options and views considered Insights that do not support the conclusion are lost Efforts must be repeated if similar issues arise Complex interactions and interrelationships can’t be understood* Final process related to static context Issues from synthesized documentation channeled to appropriate experts Governance team reviews options and tradeoffs preserved in context Individual expertise is reusable as organizational expertise Time-to-value accelerates as additional knowledge sources are integrated Complexity modeled and considered Adapts to changing business and regulatory context Organizational Competency (OCU) *see “Complexity” slide Operations Source: OCEG Presentation Typical Process Design
  • 15. Expertool Overview Consulting for Fortune 500 and international clients History of innovation Privately held company established in 1996 Unique product developed iteratively to solve real-world problems Successful engagements in variety of sectors and problem domains:
  • 17. Complexity How many potential interactions are there between 100 project events? “ Combinational Explosion Complexity” The potential interactions of 100 factors is 1,267,650,600,228,230,000,000,000,000,000