1. Bringing Visibility, Control, and
Optimization to your IT
organization

2. Dave Smith
Product Manager
Computer Aid, Inc.
Dave_Smith@CompAid.com

3. Have You Ever …
 Been surprised by something
of significance?
 Received inconsistent information?
 Been told everything is OK
only to find out later otherwise?
How do you know if you will be successful?

4. Background Story…
 Answered “Yes” to these questions
 Need
– We were beginning to make mistakes
– Quickly needed to get a communications, visibility, and
enforcement system in place
 Solution
– This led us to create a system for projects
APO (Automated Project Office)
– Implemented APO internally
 Commercialization
– Rolled out APO
– Created ITBuzz (Saw need for this beyond projects)

5. Discover …
 Know what was in need
Visibility of attention
Control  Apply the knowledge
of your best people
Optimization  All activities visible in a
central repository
Are Always Occurring!
 Have the data needed
to make decisions

6. What is ?
Seven
Domains Portfolio Service
Management
Delivery
IT Service
HealthCheck Management
Automated
Project
Office
Process Capability
Issue
Resolution
Management
Improvement Management
Results
Management
Powered by

7. What is ?
Portfolio
Management
Aligning
Proposal Submission
Portfolio
Proposal Validation
Management
IT
HealthCheck
Portfolio Balancing Service
Monitoring
Environment Monitoring Delivery
Portfolio Monitoring Service
Management
Automated
Project
Office
Process
Improvement Capability
Management
Issue
Resolution
Management
Results
Powered by Management

8. What is ?
Portfolio
Management
IT
HealthCheck
Service
Delivery
Service
Automated Management
Project Office
Automated
Project
Predictive Analytics
Office
Scorecard
Process Earned Value
Stage Gate
Improvement Capability
Management
Issue
Resolution
Management
Results
Powered by Management

9. What is ?
Portfolio
Management
IT
HealthCheck Service
Service
Management Delivery
Service
Management
Problem Management
Customer Satisfaction
Ops Management
Automated
Project
Business Alignment
Office
Process
Improvement Capability
Management
Issue
Resolution
Management
Results
Powered by Management

10. What is ?
Portfolio
Management
IT
HealthCheck
Service
Delivery
Service
Management
Automated
Project
Office
Process
Improvement Capability
Results
Management Management Issue
Resolution
Project Scoring Management
Personnel Scoring
Results
Process Scoring
Management
Powered by

11. What is ?
Portfolio
Management
IT
HealthCheck
Service
Delivery
Service
Management
Automated
Project
Office
Process Capability
Improvement Capability
ManagementManagement
Issue
Personnel Development Resolution
Process Conformance Management
Results
Powered by Management

12. What is ?
Portfolio
IT Management
IT
HealthCheck
HealthCheck
Service
Review of IT Operations Delivery
Review of IT Practices Service
Management
Automated
Project
Office
Process
Improvement Capability
Management
Issue
Resolution
Management
Results
Powered by Management

13. What is ?
Portfolio
Management
IT
HealthCheck
Service
Delivery
Service
Management
Automated
Project
Office
Process Issue
Improvement Capability Resolution
Management
Management
Issue
Resolution
Management
Log, Assign, Resolve issue
Results
Set priorities
Powered by Management
Notifications

14. What is ?
* Portfolio
*
Management
IT
HealthCheck
Service
Delivery
Service
Management
Automated
*
Project
Office
Process
Improvement Capability
Management
Issue
*
Resolution
Management
Results
Powered by
* Management
Available Today !

15. What is ? Click to
Launch
Portfolio
Management
IT
HealthCheck
Service
Delivery
Service
Management
Automated
Project
Office
Process
Improvement Capability
Management
Issue
Resolution
Management
Results
Powered by Management

16. Pricing
CAI provides Advanced Management Insight (AMI) as a hosted software as a service
(SaaS) offering. AMI is a framework for enabling AMI Apps. Licensing is as follows:
• AMI Framework AMI License Monthly Fee
License fee based AMI Framework (Up to 10 Named Users) $4,000
upon the number of AMI Framework Expansion Blocks (Each additional group of 10 Named Users) $3,000
Named Users
Enterprise (Over 100 Named Users, not to exceed 1 ,000 Named Users) $42,000
Monthly Fee
• License fee based
upon installed Apps App Gold Platinum Enterprise
$1,000 $2,000 $3,000
APO / Project Management (up to 100 (up to 500 (up to 1,000
active projects) active projects) active projects)
$1,000 $2,000 $3,000
Portfolio Management (up to 100 (up to 500 (up to 1,000
active proposals) active proposals) active proposals)
Issues Management $200
IT HealthCheck $50
Service Management Coming Soon
Practice Management Coming Soon
Results Management Coming Soon
Advanced Supply Chain Insight $1,000
Price is effective through
December 31, 2011
Rev 1.0 2011-09-09

17. By The Numbers
 Improve productivity by up to 30%
– Reduce rework by up to 40%
– Cut status reporting effort by up to 2
hours per person/week
– Cut analysis and reporting by up to 10
hours per project manager/week
 Rapid implementation
– Pre-configured best practices
– Out-of-box in 30 days or less
For less than the cost of a

18. Rapid Implementation
Out of
the Box Tailored
Discovery Day 1 Day 2
Define assessments, Review KPIs & Recipients Day 2 Day 4
Configure and Setup Day 3 Day 22
Training Day 4 Day 23
User Acceptance Period Day 5-9 Day 24-29
First Production Use Day 10 Day 30
Implementation Complete Day 10 Day 30
•Collect person
Day 4 •Admin training
Day 8 •Configure
& project data •Assign persons security
•Define Org •Import to •Schedule •UAT
collected projects/roles assessments
data
Day 1 Day 6 Day 10
• Custom implementations may take longer
• Actual elapsed time for implementation depends on availability of client’s Subject
Matter Experts (SME) and other resources.

19. Summary
• Benefits • Expert Knowledge
– Early operational insight to Repository
enable risk mitigation – Intellectual system designed
– Effective control and by industry experts
governance – IT Best Practices
– Use of best practices
• Affordable, Easy Install
– Software as a Service (Saas)
– Immediate implementation:
No Hardware, No
Programming

20. For More Information
These days the buzz is all about optimizing your
organization's focus and direction.
Dave Smith
ITBuzz Product Manager
Computer Aid, Inc.
Dave_Smith@CompAid.com
P: 610.530.5047 | C: 610.462.3645
www.CAIBuzz.com

21. The ITBuzz Solution Center
•Client retention
•Services / support
Operations
Keep
•Close
•Negotiate
•Present Solution
Acquire
Sales
Support
•Get briefing
•Qualify
Engage •Question / Listen
•Value pitch /
• Weekly webinars potential ROI
• Presentations
•Get next call
•Initial
contact
Prospect •Cold call
Rev 1.0 2011-09-09

23. See it in action
LEARN ABOUT AMI

24.  No programming
 Quickly configured
Optimization
 Role based data
collection & analysis
 Flexible licensing
Zero footprint
SaaS

25. Constant stream of
quantitative data with
subjective team feedback Open visibility into status
Identify risks, off track AMI
activities and best practice Operational
compliance Information
Integration
System
Best practices, KPIs, standard
processes and management
Expert Analysis and
expertise Knowledge Presentation
System System
Comprehensive
Data Repository
Repository of all historical System
data, findings, and analysis

26. ITBuzz Suite Client Specific Solutions
AMI
App
Capability Buzz
IT HealthCheck
… …
Portfolio Buzz
Advanced Management Insight (AMI)
Service Buzz
Tracer Portal
Store
Wellness
AMI Q&A
Knowledge Data Control
ASCI
APO
Frame Engine & Dashboard
Repository Feeds Room
work Scheduler
Application Authoring

27. Questions? Click to
Return
www.AdvancedManagementInsight.com

30. Introducing APO…
 Goal:
– To provide insight into a
project’s health allowing
for early risk identification
from the viewpoint of a
project manager.
– To ensure necessary corrective actions are taken at an
early stage from the viewpoint of the management
office.

31. What Does APO Do?
 Visibility
– See needed project information
– View performance outcomes AND
participant feedback on key
conditions
 Control
– Reinforce expected behaviors
– Monitor exceptions to expected
behaviors (procedures, processes,
interactions)
 Optimization
– Identify conditions that impact
– Incorporate productivity
improvements into future planning
Project Success Made Easier!

32. APO Predictive Measures
 Predictive measures of project success
– RPL – Rework Prevention Level
– SMART – Clarity of Task Assignments (Specific, Measurable,
Accountable, Relevant, Timely)
– PAL – Process Adherence Level
– SMPL – Senior Management Participation Level
 Based on published IT industry studies of project
performance research
– Leon Kappelman
– Mary Sumner
– Robert Glass
– Mark Keil

33. Questions? Click to
Return
www.CAIBuzz.com

36. Aligning
• Proposal Submission
• Proposal Validation
• Portfolio Balancing
Monitoring
• Portfolio Monitoring
• Environment Monitoring

37. Scenarios
Aligning
Monitoring

38. Proposal Submission
A proposed Project Name
Estimated Cost (Build & Maintain)
Estimated Benefit (Financial)
Business Alignment
Risks and Rewards

39. Preliminary Estimates
Estimated Build Cost ($)
Estimated Life (yrs.)
Estimate Support Cost ($/yr.)
Eliminated Costs ($/yr.)
Estimate Revenue Stream ($/yr.)
Estimated “Value” ($/yr.)

40. Business Alignment
Business Imperative
100
1
Business Imperative
100 2
Business Imperative
80
3
Project
75
Business Imperative Proposal
4
Business Imperative
60
5
Business Imperative
40
6

41. Proposal Validation
Don’t have
this
Experts
Don’t have
this
Proposal Questionnaires
Need to be
able to
consume their
responses in
the
AMI dashboard
Reward 
Responses
Expected Value
Brand Image
Risk 
Political Risk
Technology Risk
Cost
Financial Risk
Benefits Validation

42. Proposal Validation
Show charts in
the system –
Live demo

43. Refine the Estimates
Focus now is on Build Cost
o Hours/Role

44. Portfolio Selection
2Qyy 3Qyy 4Qyy
Inflight projects
Support Activities
?
Candidate Projects
Mandatory Projects
Resources

45. Portfolio Selection
What is our Goal?
 Maximize ROI?
 Minimize Risk?
 Maximize Business
Alignment?
 Some combination?
What are the constraints?
 People
 Skills
 Infrastructure
 Money

46. Portfolio Selection
Scenario Testing (“What-if… Analysis”)
• Select/exclude projects
• Relax resource constraints

47. Portfolio Selection – Achieving Balance
Show charts in
the system –
Live demo
Investment by Business Unit
1400
Thousands
Shows the distribution of IT investment
1200 across Business Units compared with the
requested investment
1000
800
600
400
200
0

48. Portfolio Selection – Achieving Balance
Show charts in
the system –
Live demo

49. Portfolio Selection – Balanced Solution
Show charts in
the system –
Live demo
Resource Loading
14000
12000
10000
8000 Overload
6000 Load
Capacity
4000
2000
0
C# Dev BA Arch Proj Mgr Tester Tech Wtr VB Dev DBA Web Dev Trainer

50. Portfolio Selection
2Qyy 3Qyy 4Qyy
Inflight projects
Support Activities
 Candidate Projects



 Resources

51. Scenarios
Aligning
Monitoring

52. Monitoring
• The company’s strategic goals are
changing

53. Project Monitoring
Business Imperative
100 1
Business Imperative
100 2 Project
Supports  Ahead of
Business Imperative schedule
80 3  Under budget
 Full scope
Business Imperative
75 4  Defect free
Portfolio
Managem
Business Imperative Use one from
ent
60 5 beginning of Service
this deck Managem
ent
Business Imperative Automated
Project
40 6
Office
Capability
Managem
ent
Results
Managem
ent

54. Summary
Aligning
Proposal Focus
Due Diligence on Proposals
Balance Project Mix
Resource Planning

55. Summary
Monitoring
Project Focus
Alerts for Out-of-bounds Projects
Ongoing Business Alignment
Resource Balancing

56. Questions? Click to
Return
www.CAIBuzz.com

59. What I Want To Talk To You
About Today
What Is an IT Health Check?
Why Do You Need one?
What Is The Value of an IT Health Check?
What Does It Look Like?
How Do You Get One?
64
© Computer Aid, Inc. 2011 . All rights reserved.

60. What is an IT Health Check?
Review of IT Operations and Practices
– Determine current health of the IT organization
– Identify risk areas
– Identify current problems and root causes
– Identify potential areas of improvement
– Assess key IT organization aspects
• Stability, Availability, Capacity
• Alignment with Business
• Best Practice Adherence
• Staffing – skills, availability, morale, turnover, etc.
• Project Delivery Effectiveness
• Financial Management
© Computer Aid, Inc. 2011 . All rights reserved. 65

61. Why Do You Need One?
A “Sick” IT Function can cause:
– Lost Records
– Computer Users Manually Re-Creating Data
– Business Interruptions due to power failure, hardware or
software failures, human error or telecommunications
failure
Failure to Address Serious Issues leads to:
– Negative Financial Impact
– Damaged Reputation and Brand
– Loss of Market Share
– Security Breaches
– Legal Exposure
– Business Failure
© Computer Aid, Inc. 2011 . All rights reserved. 66

62. Value of IT Health Check
Enable alignment of IT and business
objectives.
Drive IT organization’s ability to
perform at the level determined by
industry benchmark for IT
performance.
Reduce operating costs.
Increase overall effectiveness.
Reduce risks.
© Computer Aid, Inc. 2011 . All rights reserved. 67

63. What Does It Look Like?
Periodic Assessment of 10 Key Areas
Management Dashboard with Drill Down
Comparative Health Status Across Groups
Within the IT Organization
Application Portfolio Status
Period by Period Health Comparison
68
© Computer Aid, Inc. 2011 . All rights reserved.

64. Automated IT Health Check
Assessment Categories Assessment Roles
• Eleven categories,  Nine roles, including:
including: – IT Executive
– Overall – IT Line Mgmt
– Process – Infrastructure
– Critical Knowledge – Customer Staff
– Governance – Customer Executive
– Financial – Application Support
– Alignment – Development
– Applications – Project Management
– Infrastructure – Quality Assurance
– Data
– Human Resources
– Business Continuity
© Computer Aid, Inc. 2011 . All rights reserved.

65. IT Health Check Example
70
© Computer Aid, Inc. 2011 . All rights reserved.

66. IT HealthCheck Example
1. All key areas are in the red(problem) area except process and
financials.
2. Trends are flat to negative over the past two reporting periods
except for Financials, Infrastructure, Applications, Utilization and
HR and Staffing.
71
© Computer Aid, Inc. 2011 . All rights reserved.

67. IT HealthCheck Example
Suggested Actions:
1. Drill into all red(problem)
areas.
2. Determine root cause of
problems.
3. Implement correction plan.
4. For negative trend
categories, drill down to
determine root causes.
5. Decide whether remedial
1. All key areas are in the red(problem) area except process and action is required.
financials. 6. If remedial action is
2. Trends are flat to negative over the past two reporting periods required, add to correction
except for Financials, Infrastructure, Applications, Utilization and plan.
HR and Staffing. 7. Perform monthly health check
assessment to monitor
progress.
72
© Computer Aid, Inc. 2011 . All rights reserved.

68. Process Details
© Computer Aid, Inc. 2011 . All rights reserved.

69. Process Details
1. Drill down shows the current overall process score and the scores
for prioritization, change management, release
management, problem management, work management and
quality assurance processes.
2. All process scores are in the green range, but the trend for the
Process area is negative over the past two reporting periods.
© Computer Aid, Inc. 2011 . All rights reserved.

70. Process Details
Suggested Actions:
1. For negative trend
categories, drill down to
determine root causes.
2. Determine root cause of
negative trends.
3. Implement correction plan.
4. Perform monthly health check
assessment to monitor
progress.
1. Drill down shows the current overall process score and the scores
for prioritization, change management, release
management, problem management, work management and
quality assurance processes.
2. All process scores are in the green range, but the trend for the
Process area is negative over the past two reporting periods.
© Computer Aid, Inc. 2011 . All rights reserved.

71. Process Details
1. The Drill Down page includes key questions, and their responses.
2. Question response data shown on the details page shows the
people who have responded , the question responses and the
answer distribution.
© Computer Aid, Inc. 2011 . All rights reserved.

72. Process Details
1. The Drill Down page includes key questions, and their responses. Suggested Actions:
2. Question response data shown on the details page shows the 1. For negative responses, meet
people who have responded , the question responses and the with respondents to discuss.
answer distribution. 2. Provide additional education
as needed.
3. Perform monthly health check
assessment to monitor
progress.
4. If improvement does not
occur, consider additional
education or staffing actions
as appropriate.
© Computer Aid, Inc. 2011 . All rights reserved.

73. Application Status
© Computer Aid, Inc. 2011 . All rights reserved.

74. Application Status
1. The top portion of the application dashboard provides an overview
of the overall application status.
2. Detailed application data provided includes a profile of the
application portfolio, including the application name, owning
organization, business function supported, application portfolio
information, application stability and availability, functionality
overlap application effectiveness, user satisfaction and whether
the application is package software or home-grown..
© Computer Aid, Inc. 2011 . All rights reserved.

75. Application Status
Suggested Actions:
1. Drill into all red(problem)
areas.
2. Determine root cause of
problems.
3. Implement correction plan.
4. Correct stability and
availability issues immediately.
5. For application
overlaps, perform
comparative analysis, and
consolidate redundant
1. The top portion of the application dashboard provides an overview functionality into single
of the overall application status. application where appropriate.
2. Detailed application data provided includes a profile of the 6. For applications with yellow or
application portfolio, including the application name, owning red customer satisfaction
organization, business function supported, application portfolio levels, determine root cause.
information, application stability and availability, functionality 7. Add steps to correction plan
overlap application effectiveness, user satisfaction and whether as appropriate.
the application is package software or home-grown.. 8. Perform monthly health check
assessment to monitor
progress.
© Computer Aid, Inc. 2011 . All rights reserved.

76. Critical Knowledge, Governance,
Financial, HR
© Computer Aid, Inc. 2011 . All rights reserved.

77. Critical Knowledge,
Governance, Financial, HR
1. For Critical Knowledge, there is an overall score, as
well as scores for Knowledge Inventory, Knowledge
Risk, and Knowledge Retention.
2. For Financial, there is an overall score and a
Financial Actual Score and a Financial Alignment
score.
3. For Governance, there is an overall score, as well
as scores for Business Alignment, Governance
Structure, and Governance Effectiveness.
Suggested Actions: 4. For HR and Staffing, there is an overall score, as
1. Drill down into problem(red) well as scores for HR Skills, HR
areas and determine exposure Effectiveness, Morale, Turnover, Application
to loss of critical knowledge. Staffing, and Capacity Planning.
2. Implement knowledge capture 5. A comparison of Critical
program to capture critical Knowledge, Governance, and Financial Status and
knowledge. Human Resources and Staffing by Organization is
3. Cross train staff as needed to provided.
retain critical knowledge.
4. For
Governance, Financial, HR
problem (red) areas, drill down
to root causes.
5. Implement correction plan.
6. Perform monthly health check
assessment to monitor
progress.
82
© Computer Aid, Inc. 2011 . All rights reserved.

78. Infrastructure, Data and Process
© Computer Aid, Inc. 2011 . All rights reserved.

79. Infrastructure, Data and Process
1. For Infrastructure, there is an overall score.
2. For Overall IT Processes, there is an overall score
as well as scores for Prioritization, Change
Management, Release Management, Problem
Management, Work Management and Quality
Assurance.
3. A comparison of Infrastructure and Data and Overall
IT Processes by Organization is provided.
© Computer Aid, Inc. 2011 . All rights reserved.

80. Infrastructure, Data and Process
1. For Infrastructure, there is an overall score.
2. For Overall IT Processes, there is an overall score
as well as scores for Prioritization, Change
Management, Release Management, Problem
Management, Work Management and Quality
Assurance.
3. A comparison of Infrastructure and Data and Overall
IT Processes by Organization is provided.
Suggested Actions:
1. Drill into all red(problem)
areas.
2. Determine root cause of
problems.
3. Implement correction plan.
4. Correct stability and
availability issues immediately.
5. Perform monthly health check
assessment to monitor
progress.
© Computer Aid, Inc. 2011 . All rights reserved.

81. How Do You Get One?
Go to www.CAIBuzz.com and click on the
Contact Us button to get more information
or to sign-up!
The ITBuzz team is ready to help!
86

82. Questions? Click to
Return
www.CAIBuzz.com

85. Issue Management Goal
Ensure commitments are upheld
– To ensure, follow up, track and manage
commitments are being upheld between team
members within acceptable timeframe from the
viewpoint of the project manager .
Oversee commitments
– To oversee these commitments from the project
management office perspective.

86. Value
Ensures timely resolution of issues
Issues are tracked and managed. With Issue Buzz:
 Commitments are monitored for timely resolution
 Automated follow up techniques ensure on-point
results
 Catastrophic problems are avoided

87. Process

88. Features
As issues arise, prompt management is critical to
project success. Issue Buzz provides you with the
ability to:
Log issues
Set priorities
Assign and notify resources or contributors
Submit and approve/deny resolutions
The solutions key differentiator is that you can now monitor
and enforce compliance with defined service level
agreements (SLA).

89. Features
Issue Buzz takes the task of managing issues to a
higher level. Notifications are automatically
sent:
Creation of an issue
Change in status / issue is updated
Non-response within allotted time
Issue Buzz contains eleven potential notifications to ensure
nothing slips through.

90. Screenshots

91. Dashboards
With Issue Buzz, managers, team members and stakeholders can enter and
track issues in a central repository that provides a holistic view of potential
project impediments. Managers, team members and stakeholders can view
project issues in a variety of dashboards including:
 Number of Past Due Issues  Issues with no Activity for
 Number Open vs. Closed the last 30 days
 Past Due by Assignee  Number per Assignee
 Number of Open Issues  Open for the Last 30 days
 Average Resolution Time  Project/Organization
 Expected vs. Actual Responsiveness
Resolution  Overall Responsiveness
 Number by Status  Due Date Change
 Categories by # of Past Due
Critical Issues
1/4/2013 96

92. Screenshots

93. Screenshots

94. Value
Ensures timely resolution of issues
Issues are tracked and managed. With Issue Buzz:
 Commitments are monitored for timely resolution
 Automated follow up techniques ensure on-point
results
 Catastrophic problems are avoided

95. Questions? Click to
Return
www.CAIBuzz.com

97. Coming Soon
Click to
Return
www.CAIBuzz.com

99. ITBuzz Product Plan
ITBuzz AMI features needed
• Functionality • Data persistence
– Connectors for hard data • Control room
– Build out PPM • Knowledge repository
– Service management
– Capability and results
• Licensing
management • Data entities
– Further build out based
upon market feedback
• Usability
– Role based dashboards
– Improved navigation
• Control
– Implement TFS for content
version control
– UI standards
– Implement testing function

100. 2011 2012 Plan
• Website • E-mail campaigns
• Landing pages • 1 conference / month
• E-mail campaigns • Webinars – ITMPI,
• Brochure GantHead, Others
• IT Buzz Playbook
• Product Webinars • CAI regions
– Overview • Inside sales
– 7, one for each product • Web sales
• Partners
• ITMPI type partners
– App store content
– Reseller

101. ITBuzz stats since 9/12 rollout
completed Remaining 2011 2012 Plan
Schedule
Webinars 24 internal, 2 ITMPI 10 eight Internal, Self service
GanttHead, ITMPI + the 6 ITMPI
self serve
10 other venues
Conferences 2 Detroit ITMPI, 2 SimPosium, Valley Forge 1 per month, non
Maine GovTech ITMPI competitive venues,
GovTech, other
Partner Presentation 4 ? 4 per month
Prospect 8 Analog devices, TE, GTA
presentations RFP, GTA, State MI, PA,
Schaeffler Group, HBF
Australia
Trials 2 IDB, ETS
Proposals 2 GTA, Old Dominion
Wins 1 GTA

102. Quality Example 2: A
Takeaway
What’s Happening Here?
Discussion: Why Are They Doing This?
15
107

103. Takeaway: Qualification
Checklist
Takeaway:
Seven Elements of Qualification
 What needs to exist for a deal to be sales-worthy?
1)
2)
3)
4)
5)
6)
7)
Checklists Ensure
18
Completeness and Repeatability
108

104. Takeaway: Qualification
Checklist
Use Scoring to Assess Quality
1) Quantified Pain Unknown 0
2) Need Identified 1
3) Driver Unknown 0
4) Budget Not Sure 0
5) Timeframe Identified 1
6) Owner Identified 1
7) Fit Identified 1
8) Must Do Yes 1
5/8 = 61.25%
Something
20
109