1. Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
Digitalize your PMO: Building a
Strategic Enterprise PMO
Ben Chamberlain
Chief Product & Marketing Officer
Ben.Chamberlain@umt360.com

2. 2010
Partner of the Year
In Program and
Portfolio Management
2012
Visionary
In the Magic Quadrant
for Integrated IT
Portfolio Analysis
2012
Cool Vendor
In Program and
Portfolio Management
2013
Visionary
In the Magic Quadrant
for Integrated IT
Portfolio Analysis
2013
Partnerof the Year
In Project and
Portfolio Management
Leaders in Enterprise Portfolio Management
Digitalizing investment planning and controls across portfolios
to drive smarter business decisions.

3. Enterprise Portfolio Mgmt.
is helping companies:
• Rationalize operational
costs to free up capacity
to invest in innovation
• Optimize spend and
maximize planned
business value from
resulting project and
program portfolios
Ability to Realize Planned Business Value
FreeUpCapacitytoInvestinInnovation
Enterprise Portfolio Management
Free Up Capacity & Deliver More Business Value

4. The Statistics Are Alarming
PPM is Failing to Deliver Anticipated Results

5. The Statistics Are Alarming
The Trifecta of Business Value Erosion

6. Reorient your PMO
Tactical – to Focused on Project Execution

7. Reorient your PMO
Strategic - View Projects as Business Investments

8. Strategic Value
Cost
= Strategic Yield
How is Strategic Yield
Used?
• Annual Planning – To
optimize project requests
against scarce budget (i.e.
best bang for the buck) &
maximize portfolio business
value
• Dynamic Planning –
Continuously monitor the
investment viability of inflight
projects and maximize
portfolio business value
Strategic Yield Variance
It’s Time for a New Metric in PPM
An investment barometer for projects & portfolios

9. X
Enterprise Level
Departmental
Level
Digitalize your Enterprise PMO
Integrate investment planning & controls with PPM

10. Digitalize Project Status Reporting
Spend less time reconciling data & building reports
PMO opens new portfolio
status report
PMO imports actual costs
from ERP system
PM completes status report
(actuals, forecast & metrics)
PM raises Change Requests
PM submits & locks status
report
PMO builds reports and
dashboards
1
2
3
4
5
6
Cost Strategic Yield
Budget Actual Forecast Variance Plan Actual Variance
project 1 $1,590,330 $349,300 $1,392,997 $(197,333) 3.77 4.31 14.17%
project 2 $1,023,948 $530,203 $1,693,209 $ 669,261 2.93 1.77 -39.53%
project 3 $ 980,349 $203,033 $ 985,930 $ 5,581 5.10 5.07 -0.57%
project 4 $2,592,020 $893,032 $3,193,030 $ 601,010 2.89 2.35 -18.82%
project 5 $1,893,020 $790,291 $1,682,992 $(210,028) 4.70 5.29 12.48%
project 6 $1,783,923 $583,222 $2,103,333 $ 319,410 1.23 1.05 -15.19%
…..
Cost Variance & Strategic Yield Analysis

11. Portfolio Reallocation Results
Release Redirect New
Q1 -2013 125,000,000$ (6,457,893)$ 4,649,283$ 689,000$ (1,119,610)$ 99.10% -3.39%
Q2 - 2013 123,880,390$ (8,389,728)$ 6,150,392$ 1,334,000$ (905,336)$ 98.38% 3.83%
Q3 - 2013 122,975,054$ (7,090,384)$ 4,893,849$ 1,983,789$ (212,746)$ 98.21% -3.50%
Q4- 2013 122,762,308$ (6,034,788)$ 5,339,298$ 1,093,209$ 397,719$ 98.53% -4.16%
(27,972,793)$ 21,032,822$ 5,099,998$
-22.38% 16.83% 4.08%
Reallocation 2013 ($)
Reallocation 2013 (%)
Reallocation Categories (Surplus) /
Deficit
Quarter Start
Budget
Strategic
Yield
(Variance)
Budget
Utilization
(Forecast)
Digitalize Portfolio Reallocation
Optimize Spend & Maximize Value
Steering
Committee
Review
Change
Requests
Recurring Portfolio
Reallocation Process

12. UMT360 - Getting Started
A phased approach drives results
20%
More ROI from your
strategic portfolios

13. Action Plan
What Should I Do Next?
• Today – Stop by the UMT360
booth to learn more about our
Enterprise Portfolio Management
solutions
• Next 7 days – Assess how well
you are integrating investment
planning and controls across the
PPM lifecycle
• Next 30 Days – Arrange a FREE
envisioning workshop to learn more
about UMT360’s Dynamic Portfolio
Reallocation framework

14. Complete Perspective. Smart Decisions.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
Thank You
Visit www.UMT360.com to learn more.
Ben Chamberlain
Chief Product & Marketing Officer
Ben.Chamberlain@umt360.com