3. Problem Statement
At Phoenix and subsidiaries, there
is not a consistent process or
tool in place to prioritize
initiatives/projects that will
maximize the value of IT to the
business.
4. Most Popular Interview Results
Question 1: Definitions
Project
Application
Incident
Initiative **
Most were fairly
consistent.
5. Most Popular Interview Results
Question 2: Current Tools
MS Project
MS Office
Standardized Forms
MS Excel Templates
Each group uses a tool
tailored to their needs.
6. Most Popular Interview Results
Question 3: Impact of Inaccurate/Untimely Reports
Not Meeting Customer Needs
Too Much Work, Not Enough
Resources
Project Overrun
Late Delivery
Inability to Effectively Manage
Projects
7. Most Popular Interview Results
Question 4: Benefits of Accurate Information
Clear Communication
Clarifies Priorities
Effective IT Management
Clear Strategic Use of
Information for Marketing &
Sales departments
Happy Customers &
Enhanced Perception of IT
8. Most Popular Interview Results
Question 5: Function/Process Your Group Should Manage
All Technical Functions That
Impacts Deliverables
Capturing Business Rules &
Decision Points
Facilitate Prioritization with
Business
9. Most Popular Interview Results
Question 6: Function/Process Your Group Should NOT Manage
Prioritization Process
Large Projects
Operations Steering
Committee
… unless you are
asked.
10. Most Popular Interview Results
Question 7: Addition Project Information for Enhancement
Standardize Document
Storage System
(Centralized)
On-going Mgt.
Presentation Status
Alignment with Business
Strategy
New Tracking Tool
Better Communication
11. Most Popular Interview Results
Question 8: Perceptions of VP’s Needs
Priority Setting Process
Project Cost
Project Overview
Time Reporting by
Project
Project Status
Common Fear: If you don’t
match 100% to
projections, prepare
resume because your
time is limited.
12. Most Popular Interview Results
Question 9: Issues Around Project Tracking System
Administrative Overhead --
KEEP IT SIMPLE
Level of Detail
Project Level Information
Interactive Dependency
Among Systems
Prioritization Based on
Business Need
13. Most Popular Interview Results
Question 10: Obstacles (Opportunities) to Overcome
Staff Buy-in
Compliance
Prioritization Setting Process
Time Reporting
14. Most Popular Interview Results
Question 11: Improve Chances of Success
Upper Level Communication
Keep System Simple
Senior Level Buy In
Show Benefits (all levels)
System Results (Peer Pressure)
Training
15. Primary Problems Tracking Tool
Will Need to Initially Address
Must Be Easy to Use
Must Provide High Level Project
Information ( ie Cost, Status, Overview)
Timely Project Information
Impact/Dependencies on Other Systems
Historical Data
Cost Benefit Analysis
16. Sample Systems on the Market
When watching this
video “primer”, keep
in mind that we
have not yet
developed our top
requirements or
specifications.
17. Where Do We Go Now ? (Next Steps)
Recommendations
Develop a Standard Process for All of Phoenix &
Subsidiaries (any shared IT functions)
Establish IT Steering Committee
Establish Business Steering Committee
Implement A Basic Tracking System