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Cloudbyz PPM 
Integrated Enterprise PPM | ALM | APM On Force.com Cloud
Is your IT organization facing these challenges? 
2 
How can we remove the barriers between the business, 
development and operations? 
How do we know highest priority projects? 
Is our investment optimized across the portfolio? 
How can we track and report forecasted resource capacity and 
availability needed to fulfill demand requests? 
How can we automate for velocity? 
How can we drive collaboration? 
How can we ensure speed doesn’t trump quality? 
How much are we investing in new initiative vs. operations? 
How can we coordinate across global teams throughout the 
project life cycle?
Introducing Cloudbyz PPM 
Integrated Enterprise PPM, ALM and APM solution on force.com cloud platform 
3
Cloudbyz PPM: Integrated Enterprise PPM, ALM & APM on force.com 
Plan 
(PPM) 
4 
Build 
(ALM) 
Run 
(APM) 
Executive 
Score 
Card 
Demand Management 
Budget & Cost 
Management 
Resource & Capacity 
Management 
Project Portfolio 
Management 
Project Selection & 
Financials Management 
Release Management, 
Project Scheduling 
Resource Management 
Time & Expense 
Management 
Risk, Issue & Scope 
Change Management 
Requirements, Sprints, 
Test Plan, Tests &Defects 
IT Investment 
Management 
Application Cost 
Management 
Application 
Rationalization 
Application Portfolio 
Reporting 
Application Life Cycle 
Management 
Capability-Process-App- 
Infrastructure Mapping 
Social Collaboration, Real-Time Reports & Dashboards, Workflow, Mobile Access, REST /WS/ Bulk API 
“Invest in what matters most” “Be more agile -deliver faster” “Manage application investments”
Cloudbyz PPM on Salesforce 1 Cloud Platform 
5
Cloudbyz Project Portfolio Management (PPM) 
Demand Management 
A solid project intake process enables work and 
project requests in an organized fashion. 
Manage and prioritize demand from budget and 
resource availability 
Transparency into all work activities– Automate 
approval processes– Compare cost and value of 
services 
Project Prioritization 
and Selection 
Projects are categorized as Run, Grow, or 
Transform based on strategic impact. 
Run projects are core IT Operations. 
Grow projects enhance existing capabilities. 
Transform projects are those that deliver new 
core functionality that provide an advantage to 
an organization. 
Financial Management 
Key capabilities– Measure labor costs, provide 
investment management solutions. solutions 
including Asset Management and Financial 
Planning and Analysis 
Govern IT spend through secure, automated 
checkpoints and approvals– Easily consolidate 
and analyze costs 
Business Case 
Management 
Minimizes your portfolio definition efforts by 
providing you with standard metrics for 
evaluating investments, including NPV, ROI, risk, 
break-even, role capacity and demand, planned 
cost and planned benefit. 
Portfolio Investment 
Management 
Gain early indication of cost deviations, 
objective, constraint-based optimization– 
Scenario-based portfolio management 
Leverage cash flow analysis to increase accuracy 
of IT investment decisions– Support business 
review with actionable information– Rapidly 
adapt to shifting business requirements 
Portfolio Optimization 
Ability to provide visibility into organizational 
activity across projects and strategic direction 
and cost optimization. 
Enables users to track combination of 
investments to make fact-based portfolio trade-off 
decisions to best utilize limited resources to 
portfolios that reflect the business priorities 
IT Budget Management 
Combines the ease of early-stage budgeting 
through top-down allocation with the accuracy 
of true cost and true benefit analysis for 
portfolio performance assessment 
Capacity Planning 
Provides capabilities to manage resource 
capacity planning and resource allocation to 
help resource managers on resource allocation 
decisions. Managers then assign resources to 
projects. Capability to track time and expense at 
resource level and rolls-up to projects and all 
the way up to program and portfolio level. 
Portfolio Performance 
Management 
Tracks the aggregate costs and work for a 
portfolio item, enabling detailed tracking of 
total cost of ownership and visibility into 
resources as an investment type. Tracks project 
health by risk, schedule and cost with real-time 
analytics and reporting 
6
Cloudbyz Application Life-Cycle Management (ALM) 
Project and Program 
Management 
Provides capabilities to manage projects in 
waterfall and Agile. helps your IT organization 
streamline the management of strategic 
initiatives by allowing you to effectively manage 
projects, resources & budgets 
Collaboration , distributed management– Status 
and health metrics– Reduce failed projects 
Risks and Issue Tracking 
Risks and issues identification and tracking 
supported by mitigation strategies. Provides 
ability to report project health by risks and 
issues. 
Risks are captured, evaluated and scored, 
allowing managers to focus on those with the 
highest impact and probability. 
Enterprise Resource 
Management 
Ability to start at multiple planning levels– 
Analyze and compare skill sets, levels of 
proficiency, projected resource utilization. 
Support global teams 
Enhanced usability. Foster improved 
collaboration resource supply and demand– 
Visibility into complete resource utilization 
Requirements 
Management 
Ability to capture requirements by business 
analysts & product managers with full visibility 
and control over requirements from any source 
in a single system. Requirements can be 
automatically categorized to deliver a complete 
view of customer needs providing the ability to 
organize and manage release roadmaps 
Quality Management 
Ability to create and track test plans, test scripts, 
test scenarios and test runs. Assign test scripts 
and plan to QA analysts and track performance 
of test execution while tracking defect trend. 
Test scripts can be linked to requirements, CRs 
and defects for each release. 
Task, Time & Expense 
Management 
Ability to track task assignments to project team 
members. Project team members will be able 
enter time and expense for assigned project and 
task, once entered, costs are rolled up to project 
and portfolio level in real-time 
Release Management 
Ability to track release plans and include 
requirements, business process, change 
requests and defect as part of the release plan. 
Release management also covers deployment 
management which is also linked to effected 
applications 
CR & Defect 
Management 
Ability to track change requests and 
configurable workflow to automate approval 
process. Defects can be tracked against test 
scripts, plans and cycles and are linked with 
requirements, releases and applications 
Collaboration 
Native salesforce.com chatter / enterprise social 
networking tool that all stakeholders can use— 
no matter where they’re located—and it 
provides social collaboration tools that foster 
effective communication. 
Features include feeds, publisher, files, chatter 
mobile and social analytics 
7
Cloudbyz Application Portfolio Management (APM) 
Application Portfolio 
Modeling 
Ability to capture structured/organized 
information about your current enterprise and 
applications. Enable planning decisions about 
your current application portfolio: Inventory, 
Support Costs, Technologies/Architecture, App-to- 
App Dependencies, App-to-Data and 
Business Process Dependencies 
Application Portfolio 
Evaluation 
Minimizes portfolio definition effort by 
providing standard metrics for evaluating 
applications, including criteria such as: 
Business Criticality, Business & Technical Fit, 
Market Differentiation , Organizational Value & 
Financial Considerations 
Application Portfolio 
Analysis 
Ability to simplify analysis with actionable views 
across various perspectives of the application 
portfolio, including: 
Business Process, Business Value, Cloud 
Suitability, Business Benefit vs. Cost & Risk 
Exposure 
Application 
Registration 
Simple UI interface and data import 
functionality enable you to inventory your 
applications and collect relevant information 
about each, including any affected business 
processes. 
Standard Application 
Attributes 
Ability to track application details such as 
financials, resources, business processes, 
charge-backs, business and technology factors 
Ability to capture infrastructure attributes and 
costs 
Application Portfolio 
Drives better decisions by providing you with 
application portfolio scores in a set of APM-specific 
reports 
Reports 
Application Life Cycle 
Strategies 
Ability to evaluate applications and define 
roadmap to modernization, retirement and 
sourcing strategies 
Integrated with PPM & 
Ability to link business process, requirements, 
change requests, defects and releases to 
evaluate application support cost and resource 
demand 
ALM 
Collaboration 
Ability to collaborate between project 
management team, application support team, 
application owners in projects and support 
initiatives globally 
8
Who Will Benefit from Cloudbyz PPM 
IT & 
Executive 
Leadership 
PMO, Resource & 
Project/Program 
Manager 
Project and IT Operation 
Teams 
•Balance Portfolios, Prioritize Investment 
•Align resources with strategic enterprise objectives 
• Evolve Ideas, Proposals to measurable programs and projects 
•Make timely, informed decisions on real-time accurate project 
data 
•Ensure best practices are repeated for all management processes 
•Actively manage Risks and issues 
•Insure time and expenses are tracked 
•Leverage reusable process templates for collaboration 
and communication 
•Communicate, coordinate and collaborate globally 
9 
Demand 
Management 
Portfolio 
Selection 
Financial 
Management 
Business Case 
Management 
Investment 
Rationalization 
Capacity 
Planning 
Program / 
Project 
Management 
SDLC (Water 
Fall/Agile) 
Business Process, 
Requirements, 
Management 
Risk, Issue & 
Management 
Quality 
Management 
Resource 
Management 
Time & Expense 
Management 
Project Financial 
Management 
Collaboration & 
Status Reporting 
Application 
Rationalization 
Application 
Portfolio 
Reporting 
Application Cost 
Management 
Application Life 
Cycle 
Management 
Business Process 
– App - Infra 
Mapping 
App-to-App 
Integration 
Mapping 
Business Process, 
Requirements, 
Management 
CR & Defect 
Management 
Release 
Management 
Business Goals 
Strategic Plans | Projects | Applications 
Resources
Cloudbyz PPM Built On World’s #1 Cloud Platform 
APIs 
Soap APIs 
ET API Mobile SDK 
Chatter 
Tooling 
APIs 
Rest APIs Bulk APIs Metadata 
APIs 
Custom 
Actions 
Multi-language 
Analytics 
APIs 
Identity 
Translation 
Workbench 
Social 
APIs 
Private App 
Exchange 
Email 
Geolocation 
Apex 
Offline 
Support 
Analytics Services 
Developer 
Mobile Packs 
Workflows 
Cloud 
Database 
Schema 
Builder 
Search 
Streaming 
APIs 
Visualforce1 
Data-level 
Security 
Mobile 
Notifications 
ET 1:1 ET fuel 
Multi-tenant Infrastructure Monitoring 
Heroku1 
Heroku Add-Ons 
Sharing Model 
Mobile 
Services 
Core 
Services 
10 
Enterprise 
IT Governance
Cloudbyz PPM built on force.com cloud provides business-critical capabilities 
Low TCO 
High ROI 
Cloud Based 
Delivery Model 
Automatic 
Upgrades 
Scalable & Reliable Integrated PPM, 
ALM & APM, 
Mobile, Analytics 
& Collaboration in 
one cloud 
platform 
Improve & 
Enhance User 
Adoption 
Faster Time to 
Market 
Team can work 
virtually from 
anywhere 
Expand Cloudbyz 
PPM to new 
project teams 
instantly 
Personalized 
Configuration 
Why Cloudbyz PPM on Salesforce 1 Platform? 
Pay-as-you-go 
No Hardware 
No Software 
Extensible Trusted 
11
Social 
Collaboration 
Role based 
Real-time 
Reports & 
Dashboards 
Real-time visibility 
SOAP API 
REST API 
Bulk API 
Metadata API 
Analytics API 
Social API 
Multi-Device 
Data Portability 
Configurable 
Workflow Engine 
Approval Process 
Email Alerts 
Why Cloudbyz PPM on Salesforce 1 Platform? 
Cloudbyz PPM built on force.com cloud provides business-critical capabilities 
12
Cloudbyz PPM : Mobile App 
Quickly access project portfolios 
and real-time project status 
on your phone in 
the S1 Mobile App 
View Project Portfolio Performance 
In real-time and make quicker decisions 
Create work request, issues, risks, status reports, 
time and expense reports on mobile 
View and approve status reports, 
time and expense on the go. 
Project status and finances are updated 
in real-time
Sign-up for free 30 day trial 
Test drive Cloudbyz PPM, download from AppExchange 
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4pwOEAR 
13
Contact Us 
Cloudbyz Inc is focused on building enterprise applications on force.com platform 
www.cloudbyz.com | | info@cloudbyz.com | O: 630.748.8466 
linkedin.com/company/cloudbyz Facebook.com/cloudbyz Twitter/cloudbyz Plus.google.com/+cloudbyzinc

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Cloudbyz ppm, integrated enterprise ppm-alm-apm on force.com

  • 1. Cloudbyz PPM Integrated Enterprise PPM | ALM | APM On Force.com Cloud
  • 2. Is your IT organization facing these challenges? 2 How can we remove the barriers between the business, development and operations? How do we know highest priority projects? Is our investment optimized across the portfolio? How can we track and report forecasted resource capacity and availability needed to fulfill demand requests? How can we automate for velocity? How can we drive collaboration? How can we ensure speed doesn’t trump quality? How much are we investing in new initiative vs. operations? How can we coordinate across global teams throughout the project life cycle?
  • 3. Introducing Cloudbyz PPM Integrated Enterprise PPM, ALM and APM solution on force.com cloud platform 3
  • 4. Cloudbyz PPM: Integrated Enterprise PPM, ALM & APM on force.com Plan (PPM) 4 Build (ALM) Run (APM) Executive Score Card Demand Management Budget & Cost Management Resource & Capacity Management Project Portfolio Management Project Selection & Financials Management Release Management, Project Scheduling Resource Management Time & Expense Management Risk, Issue & Scope Change Management Requirements, Sprints, Test Plan, Tests &Defects IT Investment Management Application Cost Management Application Rationalization Application Portfolio Reporting Application Life Cycle Management Capability-Process-App- Infrastructure Mapping Social Collaboration, Real-Time Reports & Dashboards, Workflow, Mobile Access, REST /WS/ Bulk API “Invest in what matters most” “Be more agile -deliver faster” “Manage application investments”
  • 5. Cloudbyz PPM on Salesforce 1 Cloud Platform 5
  • 6. Cloudbyz Project Portfolio Management (PPM) Demand Management A solid project intake process enables work and project requests in an organized fashion. Manage and prioritize demand from budget and resource availability Transparency into all work activities– Automate approval processes– Compare cost and value of services Project Prioritization and Selection Projects are categorized as Run, Grow, or Transform based on strategic impact. Run projects are core IT Operations. Grow projects enhance existing capabilities. Transform projects are those that deliver new core functionality that provide an advantage to an organization. Financial Management Key capabilities– Measure labor costs, provide investment management solutions. solutions including Asset Management and Financial Planning and Analysis Govern IT spend through secure, automated checkpoints and approvals– Easily consolidate and analyze costs Business Case Management Minimizes your portfolio definition efforts by providing you with standard metrics for evaluating investments, including NPV, ROI, risk, break-even, role capacity and demand, planned cost and planned benefit. Portfolio Investment Management Gain early indication of cost deviations, objective, constraint-based optimization– Scenario-based portfolio management Leverage cash flow analysis to increase accuracy of IT investment decisions– Support business review with actionable information– Rapidly adapt to shifting business requirements Portfolio Optimization Ability to provide visibility into organizational activity across projects and strategic direction and cost optimization. Enables users to track combination of investments to make fact-based portfolio trade-off decisions to best utilize limited resources to portfolios that reflect the business priorities IT Budget Management Combines the ease of early-stage budgeting through top-down allocation with the accuracy of true cost and true benefit analysis for portfolio performance assessment Capacity Planning Provides capabilities to manage resource capacity planning and resource allocation to help resource managers on resource allocation decisions. Managers then assign resources to projects. Capability to track time and expense at resource level and rolls-up to projects and all the way up to program and portfolio level. Portfolio Performance Management Tracks the aggregate costs and work for a portfolio item, enabling detailed tracking of total cost of ownership and visibility into resources as an investment type. Tracks project health by risk, schedule and cost with real-time analytics and reporting 6
  • 7. Cloudbyz Application Life-Cycle Management (ALM) Project and Program Management Provides capabilities to manage projects in waterfall and Agile. helps your IT organization streamline the management of strategic initiatives by allowing you to effectively manage projects, resources & budgets Collaboration , distributed management– Status and health metrics– Reduce failed projects Risks and Issue Tracking Risks and issues identification and tracking supported by mitigation strategies. Provides ability to report project health by risks and issues. Risks are captured, evaluated and scored, allowing managers to focus on those with the highest impact and probability. Enterprise Resource Management Ability to start at multiple planning levels– Analyze and compare skill sets, levels of proficiency, projected resource utilization. Support global teams Enhanced usability. Foster improved collaboration resource supply and demand– Visibility into complete resource utilization Requirements Management Ability to capture requirements by business analysts & product managers with full visibility and control over requirements from any source in a single system. Requirements can be automatically categorized to deliver a complete view of customer needs providing the ability to organize and manage release roadmaps Quality Management Ability to create and track test plans, test scripts, test scenarios and test runs. Assign test scripts and plan to QA analysts and track performance of test execution while tracking defect trend. Test scripts can be linked to requirements, CRs and defects for each release. Task, Time & Expense Management Ability to track task assignments to project team members. Project team members will be able enter time and expense for assigned project and task, once entered, costs are rolled up to project and portfolio level in real-time Release Management Ability to track release plans and include requirements, business process, change requests and defect as part of the release plan. Release management also covers deployment management which is also linked to effected applications CR & Defect Management Ability to track change requests and configurable workflow to automate approval process. Defects can be tracked against test scripts, plans and cycles and are linked with requirements, releases and applications Collaboration Native salesforce.com chatter / enterprise social networking tool that all stakeholders can use— no matter where they’re located—and it provides social collaboration tools that foster effective communication. Features include feeds, publisher, files, chatter mobile and social analytics 7
  • 8. Cloudbyz Application Portfolio Management (APM) Application Portfolio Modeling Ability to capture structured/organized information about your current enterprise and applications. Enable planning decisions about your current application portfolio: Inventory, Support Costs, Technologies/Architecture, App-to- App Dependencies, App-to-Data and Business Process Dependencies Application Portfolio Evaluation Minimizes portfolio definition effort by providing standard metrics for evaluating applications, including criteria such as: Business Criticality, Business & Technical Fit, Market Differentiation , Organizational Value & Financial Considerations Application Portfolio Analysis Ability to simplify analysis with actionable views across various perspectives of the application portfolio, including: Business Process, Business Value, Cloud Suitability, Business Benefit vs. Cost & Risk Exposure Application Registration Simple UI interface and data import functionality enable you to inventory your applications and collect relevant information about each, including any affected business processes. Standard Application Attributes Ability to track application details such as financials, resources, business processes, charge-backs, business and technology factors Ability to capture infrastructure attributes and costs Application Portfolio Drives better decisions by providing you with application portfolio scores in a set of APM-specific reports Reports Application Life Cycle Strategies Ability to evaluate applications and define roadmap to modernization, retirement and sourcing strategies Integrated with PPM & Ability to link business process, requirements, change requests, defects and releases to evaluate application support cost and resource demand ALM Collaboration Ability to collaborate between project management team, application support team, application owners in projects and support initiatives globally 8
  • 9. Who Will Benefit from Cloudbyz PPM IT & Executive Leadership PMO, Resource & Project/Program Manager Project and IT Operation Teams •Balance Portfolios, Prioritize Investment •Align resources with strategic enterprise objectives • Evolve Ideas, Proposals to measurable programs and projects •Make timely, informed decisions on real-time accurate project data •Ensure best practices are repeated for all management processes •Actively manage Risks and issues •Insure time and expenses are tracked •Leverage reusable process templates for collaboration and communication •Communicate, coordinate and collaborate globally 9 Demand Management Portfolio Selection Financial Management Business Case Management Investment Rationalization Capacity Planning Program / Project Management SDLC (Water Fall/Agile) Business Process, Requirements, Management Risk, Issue & Management Quality Management Resource Management Time & Expense Management Project Financial Management Collaboration & Status Reporting Application Rationalization Application Portfolio Reporting Application Cost Management Application Life Cycle Management Business Process – App - Infra Mapping App-to-App Integration Mapping Business Process, Requirements, Management CR & Defect Management Release Management Business Goals Strategic Plans | Projects | Applications Resources
  • 10. Cloudbyz PPM Built On World’s #1 Cloud Platform APIs Soap APIs ET API Mobile SDK Chatter Tooling APIs Rest APIs Bulk APIs Metadata APIs Custom Actions Multi-language Analytics APIs Identity Translation Workbench Social APIs Private App Exchange Email Geolocation Apex Offline Support Analytics Services Developer Mobile Packs Workflows Cloud Database Schema Builder Search Streaming APIs Visualforce1 Data-level Security Mobile Notifications ET 1:1 ET fuel Multi-tenant Infrastructure Monitoring Heroku1 Heroku Add-Ons Sharing Model Mobile Services Core Services 10 Enterprise IT Governance
  • 11. Cloudbyz PPM built on force.com cloud provides business-critical capabilities Low TCO High ROI Cloud Based Delivery Model Automatic Upgrades Scalable & Reliable Integrated PPM, ALM & APM, Mobile, Analytics & Collaboration in one cloud platform Improve & Enhance User Adoption Faster Time to Market Team can work virtually from anywhere Expand Cloudbyz PPM to new project teams instantly Personalized Configuration Why Cloudbyz PPM on Salesforce 1 Platform? Pay-as-you-go No Hardware No Software Extensible Trusted 11
  • 12. Social Collaboration Role based Real-time Reports & Dashboards Real-time visibility SOAP API REST API Bulk API Metadata API Analytics API Social API Multi-Device Data Portability Configurable Workflow Engine Approval Process Email Alerts Why Cloudbyz PPM on Salesforce 1 Platform? Cloudbyz PPM built on force.com cloud provides business-critical capabilities 12
  • 13. Cloudbyz PPM : Mobile App Quickly access project portfolios and real-time project status on your phone in the S1 Mobile App View Project Portfolio Performance In real-time and make quicker decisions Create work request, issues, risks, status reports, time and expense reports on mobile View and approve status reports, time and expense on the go. Project status and finances are updated in real-time
  • 14. Sign-up for free 30 day trial Test drive Cloudbyz PPM, download from AppExchange https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4pwOEAR 13
  • 15. Contact Us Cloudbyz Inc is focused on building enterprise applications on force.com platform www.cloudbyz.com | | info@cloudbyz.com | O: 630.748.8466 linkedin.com/company/cloudbyz Facebook.com/cloudbyz Twitter/cloudbyz Plus.google.com/+cloudbyzinc