In today’s uncertain environment, it is more crucial than ever to focus limited funding dollars on projects that prove to be the most valuable. This webinar focuses on prioritizing projects based on value, benefits, appraisal of risk, and resource availability – allowing you to align different types of projects with strategic plans to make the most visible, informed selections.

1. jhughes@umt.com

2. UMT Federal Webinar Series
 Capital Planning and Investment Control
 Get and overview of the CPIC processes as they are enabled using
the UMT 360 solution and the Microsoft EPM Platform.  6/19/2013
1100 – 1200
 Prioritization of End of Year Funding
 Learn how to optimize your end of year funding and prioritize
those unfunded requirements (UFRs)  7/17/2013 1100 – 1200
 Annual Planning and Budget Formulation
 It’s that time of year again! Are you ready for this years budgeting
process?  8/21/2013 1100 – 1200
 Communicating Investment Status
 Reporting, Dashboards and Metrics; Oh My!  9/18/2013 1100 -
1200

3. UMT – Who We Are
‘Winner of MicrosoftPartner of the Year’
‘Visionary’in Integrated ITPortfolioAnalysis
Applications
‘CoolVendor’ in Gartner’s Cool Vendor
Report 2012
PPM Experts
20years of experience
With over
Gartner MQ Download: http://www.umt.com/en-us/community/pressreleases.aspx

4. UMT – Where We Are
Project Management
UMT
UMT
UMT
UMT
UMT
UMT
UMT
UMT
UMT
UMT

5. Portfolio Mgmt. Experts
Consulting Excellence & Product Innovation
• UMT - Released
eStratframes
• Gartner Paper -
UMT: Aligning
Management &
Business Structures
• UMT – Released
UMT Portfolio
Manager
(Top Down
Portfolio Analysis
solution for PPM &
APM)
• Gartner Report -
UMT included in
Gartner’s Cool
Vendors in
Portfolio
Management
Report
• Gartner MQ -
UMT included in
Gartner IT PPM
Magic Quadrant
• Meta Group -
UMT positioned as
the leader in the
Portfolio
Management
MetaSpectrum
Report
• Gartner Award -
UMT selected as
the ‘Best PPM
Strategy Service
Provider’ at the
Gartner Project &
Portfolio
Management
Summit
• UMT – Released
UMT Project
Essentials
(Business Planning
& Management
solution for
Microsoft Project
& SharePoint
Server)
• Microsoft
Acquisition -
Microsoft acquires
UMT Portfolio
Manager to add
project and
application
portfolio mgmt.
capabilities
• Gartner MQ -
UMT included as a
Visionary in
Gartner IT PPM
Magic Quadrant
• UMT - Released
UMT IT 360 (IT
Business Planning &
Mgmt. solution for
Microsoft SharePoint
& Project Server)
• Gartner Report-
UMT included in
Gartner’s Cool
Vendors in Program
and Portfolio
Management Report
• Gartner IIPA MQ
UMT positioned as
Visionary in
Gartner's Magic
Quadrant for
Integrated IT
Portfolio Analysis
Applications
• UMT – 2013
Microsoft
Project Portfolio
Management
Partner of the
Year. UMT as a
two-time winner!

7. Where does End of Year
Money Come From?
Management
Reserve:
A best
practice that
is sometimes
abused can
lead to a
great deal of
EOY funds.
Poor
Planning:
- Poor
requirements,
- Poor market
analysis
- Inadequate
IGCE’s
Situational
Reality:
In many cases
the reality of
the budget
planning
process
pushes us to
over estimate.
Scope
Change :
- Needs
Lessen or
Change
- Contract
Cancellation
or
Termination
Ahead of
Schedule:
Perhaps we
actually
perform well
on the project
and can
recoup some
of the funds.

8. How does End of Year
Money get spent?
The Complainer
The CxO’s Pet Project
The Strategic One
The Player

9. “As-Is EOY Ranking Spreadsheet”
Let’s Get Tactical …
Does this look familiar?

10. We Can Do Better!
• Create a mini business case.
• Capture need, impact analysis, spend
description and timing requirements.
Justification of the
Business Need
• Ask for and track more granular levels of
detail when it comes to budget estimates.
• Start with IT & Non-IT; go deeper as needed.
More Granular
Budget Estimates
• Agree on a ranking system and weight criteria
using pair-wise comparison.
• Optimize to get an initial UFR
recommendation and tweak based on facts.
Consistent and
Repeatable Ranking
Process

11. Why Do We Need Optimization?



Total strategic value: 30% Total strategic value: 35%
Top-down selection Optimization
Value Cost
Project 1 30% $100
Project 2 20% $60
Project 3 15% $40
Value Cost
Project 1 30% $100
Project 2 20% $60
Project 3 15% $40

12. Demonstration
1.
2.
3.
4.

13. The Player
Summary




The Complainer
The CFO’s Pet
The Strategic One

14. Calls To Action
 Capital Planning and Investment
Control
 Get and overview of the CPIC processes as they are
enabled using the UMT 360 solution and the
Microsoft EPM Platform.  6/19/2013 1100 – 1200
 Prioritization of End of Year Funding
 Learn how to optimize your end
of year funding and prioritize
those unfunded requirements
(UFRs)  7/17/2013 1100 – 1200
 Annual Planning and Budget
Formulation
 It’s that time of year again! Are you
ready for this years budgeting process?
 8/21/2013 1100 – 1200
 Communicating Investment Status
 Reporting, Dashboards and Metrics; Oh My!
 9/17/2013 1100 - 1200
 Contact UMT About an
Onsite Discovery
Workshop Session
 Learn
 We learn about your EPM and
CPIC goals and strategies
 Show
 We show you a detailed deep
dive of what is possible
 Think
 We think together with you
about a roadmap of how you
might implement
Note: The cost of the workshop is covered
through your Microsoft Enterprise Agreement.