Unified Resource Capacity Planning - Unite the Top Work Management Platforms
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The document discusses unified resource capacity planning as it relates to various project management methodologies, including agile and waterfall approaches. It highlights the importance of effective resource management to drive compliance and efficiency within organizations, emphasizing the use of tools like OnePlan to integrate project portfolio management capabilities. Additionally, it outlines next steps for organizations looking to improve their resource management maturity and provides resources for further assistance.
Unified Resource Capacity Planning - Unite the Top Work Management Platforms
- 1. Unified Resource Capacity Planning Unite the Top Work Management Platforms In partnership with
- 2. Proliferation of Tools Across the Organization Demand Management Portfolio Management Project Management Time Management Reporting & Analysis PMO Marketing Finance Application Development Operational Excellence NPD Engineering
- 3. Agile Transformation Journey Enterprise Agile Adaptive Agile Portfolio Management Adaptive Portfolio Management Project Portfolio Management Organizations Strive to Become More Agile • Strategic Themes, Portfolio Canvas Value Stream, Lean Budgets and Value Streams, Program Increment Planning. • All projects managed in Scrum Agile approach and Agile Portfolio Management. • Create, Select, Prioritize, Plan, Manage, Close. • Majority of Projects in Waterfall methodology and Project Portfolio Management • Agile and Waterfall PPM Governance Concepts and Tools. • Neither approach dominate. Still large set of projects managed in Waterfall or Hybrid.
- 4. Information Silos Bring Barriers and Inefficiency • Myriad of tools being used for project, portfolio, and resource management • Disconnected information difficult to remain accurate and current across the board • Duplication of data entry is time consuming and prone to errors • Manual mash-ups of data from multiple tools and data sources • Comprehensive resource planning typically happens as its own separate data silo that is disconnected
- 5. Too Much Information Resource Tracking Resource Focus Non-Project Workload Resource Management Challenges Resource Ownership Resource Visibility Resource Reporting
- 6. Resource Management Maturity Dimensions Planning / Tracking Granularity Roles / Resources Resource Costs Approval / Negotiation Governance / Prioritization Forecasting vs. Actuals
- 7. Still Critical With Increasingly Agile Approaches
- 8. Mature Approaches Need to Consider All Work Types
- 9. Must Be An Ongoing, Rolling Wave Process
- 10. Balance Top-Down and Bottom Up Top-Down High-Level Project/Initiative Capacity Plan Early Estimates Generic Roles Commitments Schedules Work Items Task Assignments Named Resources Bottom-Up • Early-stage planning and estimating • Often % or FTE- based planning • Easiest method to get started and maintain • Many stay at this level only • Begin when detailed schedules/plans created • Assign resources to tasks/work items • Effort or sizing estimates • Rollup aggregate time-phased effort • More rigor for consistent quality
- 11. Excel Used By Many Today Why? • It’s freely available • We all know how to use it • Unaware of alternatives
- 12. Use of Roles in Demand and Portfolio Management Identify Generic Roles Determine Quantity of Each Role Identify Constraining Resources/ People Time Sequence Projects Match High- Level Demand to Supply Request Resource Allocation Ideas & Requests Go / No Go Business Case Proposed Portfolio Governance/Steering Committee Approves Portfolio
- 13. PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD Adaptive Portfolio Management – Power to Choose Comprehensive portfolio management capabilities supporting multiple methodologies and tools
- 14. • Associate and align • Aggregate and rollup • Different methodologies • Variety of tools • Translate to common metrics for leadership Teams Execute How They Need To Leadership Gets Visibility It Needs Strategies/Objectives Key Results Portfolios Programs Initiative Initiative Initiative Initiative Initiative Initiative Methodology Tools Teams Leadership
- 15. Strategic Themes Portfolios Value Streams Programs Initiative Initiative Initiative Initiative Initiative Initiative Methodology Tools • Associate and align • Aggregate and rollup • Different methodologies • Variety of tools • Translate to common metrics for leadership Teams Leadership • NPV • IRR • ROI • Earned Value • Utilization • Milestones • CPI • SPI • Cost Variance • Burn Down • Burn Up • Velocity • Cumulative Flow Diagram • WSJF • Bug Trends Consolidating and Translating All Agile Teams
- 16. Capabilities, Roles, and Process Flow Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Intake Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Planning Do the right work Do the work right Resource Negotiation Resource Managers Enterprise Architecture Execution Analysis What-if Scenario Modeling • Products • Services • Applications Capacity Planning Issues Risks Changes • Business Value • Benefits Realization Strategy
- 17. Strategy Execution and Alignment Strategy Execution Ensure that resources are allocated to initiatives that are high value and strategically aligned
- 18. Visual Resource Capacity Planning Within Projects • Detail time-phased resource estimates • From idea to execution • FTE, percentage and hours • Look at existing demand and commitments as you are planning Resource planning for individual projects based on organization- wide capacity and demand
- 19. Resource Capacity Planning Organization-Wide • High-level capacity and demand with a fast and visual user experience • Look at resources proposed and committed across all project and work efforts • Easily substitute and balance resourcing with drag-and-drop re-assignment, or simple replacement • Match individual resources to the project’s requirements by finding team members according to their roles, skills, and availability. Resource planning and visibility across the enterprise
- 20. Drive business value with robust portfolio analysis Easily model different portfolio scenarios to determine the best strategic path. Weigh project proposals against strategic business drivers and objective scoring criteria, all while considering cost and resource constraints Leverage for Strategic Portfolio Analysis
- 21. Financial Planning • Flexible cost types and categories • From original estimates to budgets, revised forecasts, and actuals tracking • Time-phased costing • Part of the original business case and ongoing project execution Labor Costs Based on Resource Capacity Planning
- 22. Deliver new insights into your business with visual reporting & analytics. Make the right decisions with access to reporting and analytics. Visually monitor utilization of your team to help with capacity planning. Slice and dice the data to personalize your view. Monitor and improve your team’s efficiency and compliance. Dynamic Resource Reporting and Analytics
- 23. Software Development Ideation Professional Services Financial Management Work Management Service Management Private Cloud Connector OnePlan Integrations Dynamics 365 Dynamics 365 Dynamics 365 Strategy Enterprise Architecture Viva Goals • Data / field mapping • Business rules • Workflows • Scheduling • Logging • Extensible and Flexible
- 24. Demonstration
- 25. Summary & Next Steps
- 26. Resource Management Next Steps 1. Assess readiness 2. Understand your resource management maturity 3. Understand the culture/environment 4. Build a resource management roadmap 5. Develop practical action plan to get to the next maturity level 6. Define your process first, and then automate
- 27. Summary • Resource management is a critical success factor for PPM success • Approach and processes should align with organizational readiness and maturity • High-level capacity planning is a good place to start • More detailed resource allocation can follow as ready or needed • OnePlan provides a great platform for all PPM capabilities • OnePlan connects your various execution tools into a comprehensive portfolio hub • OnePlan also enhances all aspects of top-down and bottom-up resource planning and analysis • OnePlan is fully integrated and embedded in the Microsoft Cloud
- 28. Consistently Recognized as a Leader OnePlan cited as a top vendor in “Determine the Future of Microsoft Project in Your Organization” 2023 Peer Insights “Voice of the Customer” Strategic Portfolio Management Strategy and Innovation
- 29. Our Next Webinars https://oneplan.ai/webinars/ • Frequent webinars on a variety of topics • Register for new webinars • Library of recorded, on-demand webinars
- 30. www.appsource.com Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions/
- 31. Special Offer – Free Roadmap Workshop • Review your current use of solutions and tools • Assess current requirements and desired future state • Determine how to implement or migrate into the new solution • Implementation roadmap for best adoption success • Total cost of ownership evaluation
- 32. For more information: contact@oneplan.ai Next Steps • FREE – Trial • FREE – Roadmap Workshop • FREE – Personalized 1:1 Demo www.oneplan.ai
- 33. Contact Us contact@oneplan.ai www.oneplan.ai Jim Patterson jpatterson@oneplan.ai Thank You!! The Power of One