This webinar featuring Stan Przybylinski, Vice President of Research at CIMdata, will focus on the problems faced by companies trying to optimize this essential business process, and will provide insights from a recent study with industry practitioners around the globe. View the entire webinar at http://budurl.com/gqlz

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How to Overcome the Innovation and Strategic
Business Alignment Disconnect
May 7th 2014
Live tweet with #InnoCIM

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Stan Przybylinski
VP of Research, CIMdata
s.przybylinski@cimdata.com
Tel: +1.734.668.9922

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Our Mission...
Strategic management consulting for competitive advantage in global markets
CIMdata is the leading independent
global strategic management consulting
and research authority focused
exclusively on the PLM market.
We are dedicated to maximizing our
clients’ ability to design and deliver
innovative products and services
through the application of PLM.

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Our Services...
Creating, disseminating, and applying our intellectual capital
Delivering strategic advice and counsel
through a comprehensive, integrated set of
research, education, and consulting services

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 Strategic Business Alignment
 Connecting Strategy/Objectives to Planning/Management
 Enterprise Execution and Management
 Q&A
Agenda
7 May 2014 Enterprise Innovation Management Webcast

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 Conventional wisdom that you must
innovate
 In IBM study, over half of global CEOs saw
innovation as key to success
 Amazon.com well populated with authors
whose books try to help
 How do you implement effective
innovation processes and practices?
 How do you make the right things
happen?
 Most companies take a
strategic planning
approach
Innovation is a Given
The jury is in: you have to innovate to survive? But what? How? When? Who?

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Vision
Mission
Organizational Strategy and
Objectives
Connecting the Top Floor to the Shop Floor
Span vision to operations, programs/projects consuming organizational resources
High-Level Ops
Planning and
Management
Project Portfolio
Planning and
Management
Managing On-Going
Operations
Manage authorized
programs and projects
Organizational Resources
“The Standard for Portfolio Management”, PMI

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Vision
Mission
Organizational Strategy and
Objectives
Connecting the Top Floor to the Shop Floor
Strategic processes often facilitated groups, locking knowledge in paper and files
High-Level Ops
Planning and
Management
Project Portfolio
Planning and
Management
Managing On-Going
Operations
Manage authorized
programs and projects
Organizational Resources
“The Standard for Portfolio Management”, PMI

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Strategic Business Misalignment
Process and tooling gaps in connecting vision to resources – doing the RIGHT things

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Poll Question

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 Focused survey
 What issues are they facing?
 What offerings are they using, if
any?
 Promoted using press releases,
Twitter, LinkedIn, other social
media channels
 Over 30 usable responses in first
wave of survey
Strategic Business Alignment Survey
Asking practitioners what issues they faced, how they bridged gaps

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Who Responded?
Good mix of company sizes

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 Business analyst
 Consultant
 Development engineer
 Engineer
 Innovation champion
 Market researcher
 PLM analyst
 PLM coordinator
Who Responded?
Most others are stakeholders in the process, sample “Other” listed

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Who Responded?
Wide range of industries represented

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 Strategic Business Alignment
 Connecting Strategy/Objectives to Planning/Management
 Enterprise Execution and Management
 Q&A
Agenda
7 May 2014 Enterprise Innovation Management Webcast

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7. What processes or tools does your organization use as part of
your strategic planning process? Please check all that apply.
8. Which of the following common innovation strategy challenges
found in most companies are your biggest challenges in shaping
your company’s innovation strategy? Please rank your top five,
i.e., place the number “1” next to the most important item,
number “2” next to the second most important, down to number
“5” next to the fifth most important.
9. Ideation solutions help companies with the process of idea and
concept development by supporting idea submission,
enrichment, and evaluation. Does your company use an ideation
solution? Please check all that apply.
Tools and Issues in Strategic Planning
Group processes, challenges, and ideation support

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Strategic Planning Processes and Tools
What processes or tools used as part of your strategic planning process?

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Common Innovation Strategy Challenges
Average ranking shown in scores; strong agreement on top four issues

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Poll Question

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 List of 13 different idea management, enterprise innovation
management (EIM) offerings listed
 Tool use inconsistent
 What else was identified?
 Internal processes supported by internal
applications
 Own Excel tool
 CIM DATABASE, a cPDm offering from CONTACT Software in Germany
 Set-Based Thinking Software by Targeted Convergence Corporation (TCC)
Deploying Ideation Solutions
Support for idea submission, enrichment, and evaluation?

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Biggest Challenges to Innovation Programs
Resources #1, but cross-functional coordination and innovation processes high

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 Strategic Business Alignment
 Connecting Strategy/Objectives to Planning/Management
 Enterprise Execution and Management
 Q&A
Agenda
7 May 2014 Enterprise Innovation Management Webcast

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11. How would you characterize program/project management
practices in your company? Please check one.
12. What tool does your organization use most often to manage
projects and programs? Please check one.
13. How does your company connect your strategy and
innovation planning processes with your program/project
management solution? Please check one.
Program Management Tools and Maturity
How well do they do it, supported by tools, and connections with operational systems

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Program Management Maturity
Most still siloed, but are PMOs

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 CIM DATABASE
 Scrum
 SharePoint
 Tracker
Project Management Offering of Choice
What tools do respondents use to support program/project management?

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Connecting Innovation to PPM
Over 80% with no connection, most re-entering data

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 Rational Jazz
 CIM DATABASE
 Implementing Windchill, currently
using SAP with customizations
 SmarTeam
Primary PLM-Enabling Solution
Asked to check only one; other options listed
But little integration between
strategy and PLM

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Biggest Challenges to PLM Programs
Resources #1, but need to understand benefits, get groups to work together

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Broad Visibility into PLM Programs?
73% think very important; direct access leads, but range of responses

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Conclusions
Most companies have disjointed processes for innovation, strategy, and operations
 Respondents using strategic planning
processes, tool use increasing
 Interesting solutions in the EIM segment
 Most report little IT connection between
strategy, innovation and operational
systems
 Companies tie these processes manually
 Common roadblocks to improvement
demand systemic responses
 Resource constraints
 Collaboration
 Culture
 Looking to expand on small sample in initial
study – please share your experience!

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 Strategic Business Alignment
 Connecting Strategy/Objectives to Planning/Management
 Enterprise Execution and Management
 Q&A
Agenda
7 May 2014 Enterprise Innovation Management Webcast

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Q&A
Let’s hear what’s on your mind?

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 Sopheon:
 http://www.sopheon.com/driving-
innovation-top-floor-shop-floor-crossing-
chasm-strategic-business-alignment/
 CIMdata:
 http://www.cimdata.com/en/resources/co
mplimentary-reports-research/white-
papers
 Responding to the survey:
http://www.CIMdata.com/innovation
For More Information
Access the paper from www.Sopheon.com or www.CIMdata.com

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CIMdata
Strategic consulting for competitive advantage in global markets
World Headquarters
3909 Research Park Drive
Ann Arbor, MI 48108 USA
Tel:+1.734.668.9922
Fax:+1.734.668.1957
www.CIMdata.com
Serving clients from offices in North America, Europe, and Asia-Pacific
Main Office - Asia-Pacific
Takegahana-Nishimachi 310-31
Matsudo, Chiba 271-0071 JAPAN
Tel: +81.47.361.5850
Fax: +81.47.362.0472
Main Office - Europe
Oogststraat 20
6004 CV Weert, NL
Tel:+31 (0) 495.533.666

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A global supplier of end-to-end solutions for Enterprise
Innovation Performance, providing best-in-class software,
domain expertise, and best practices
Who we are
What we do
Enable our customers to improve innovation and new product
development performance for sustainable, profitable
revenue growth
How we do it
• Strategic Innovation Planning and Roadmapping
• Idea and Concept Development
• Process and Project Management
• Portfolio and In-Market Management
• Resource Planning
Sopheon’s Accolade® solution provides unique, fully-integrated
processes for the entire innovation management and new
product development lifecycle:
Where innovation means business™