Upland Software, Inc. · NASDAQ:UPLD
Upland Software — Ready to Bury Your Resource Management Spreadsheet? webinar (Upland and RTMC) (December 2017)
22 slides from Upland Software's conference presentation, Dec 14, 2017
Slide 1: Ready to Bury Your Resource Management Spreadsheet?
Ready to Bury Your Resource Management Spreadsheet? Neil Stolovitsky, Senior Solution Consultant, Upland Eric Demers, Senior Solution Consultant, Upland Marc Lacroix, Managing Partner & Technology Practice Leader, RTMC
Slide 2: Objectives
Objectives + Understand some of the challenges facing resource managers today + Learn about the fundamentals of a well-disciplined resource management process + Learn about the benefits of using an automation tool to manage resources 2 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a
Slide 3: Housekeeping
Housekeeping 3 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 4: Speakers
Speakers Marc Lacroix Managing Partner PS & Technology Practice Leader marc.lacroix@rtmconsulting.net Neil Stolovitsky Senior Solution Consultant nstolovitsky@uplandsoftware.com Eric Demers Senior Solution Consultant edemers@uplandsoftware.com 4 ©2016 Upland Software, Inc. C o m p a n y C o n f i d
Slide 5: RTMC overview: Rapid Assess Design Transform
Since 2007 Services #1 in Resource Management & Management: Two Locations: Transformation Operational Just-in-Time Cincinnati (HQ) Experts for Tech Consulting Resourcing® Wash. DC Companies 100+ Years of Consulting Innovative >100 Clients Strategy and Training Frameworks and Worldwide Operational Te
Slide 6: Upland Software
• Leading provider of cloud-based Enterprise Work Management software Upland Software • • Supporting over 2,000 customers and 235,000 global users Publicly Traded Company • Headquartered in Austin, Texas PROJECT & IT WORKFLOW DIGITAL MANAGEMENT AUTOMATION ENGAGEMENT Manage your organization’s Real t
Slide 7: Why do project-based organizations need to invest in resource management?
Why do project-based organizations need to invest in resource management?
Slide 8: Why Resource Management?
Why Resource Management? No one says RM is easy to implement… …but it is essential to your organization The organization has adopted bits and Single biggest cost line item for pieces of resource management processes, but lacks a comprehensive service providers approach Data is either not available a
Slide 9: Beyond the Spreadsheet
Beyond the Spreadsheet + People are the most important asset in project-centric organizations + Improving resource management will impact internal stakeholders and customer success + Technology is the vehicle for a comprehensive approach + Single source of the truth + No such thing as “one size fits
Slide 10: Organizations struggle with getting the most out of their resources. What are some best practices?
Organizations struggle with getting the most out of their resources. What are some of the best practices?
Slide 11: Resource Management: Just-in-Time Resourcing
Resource Management: Just-in-Time Resourcing® Characterizing Supply and Demand Resource Skills Inventory Skills Inventory Process Staffing requests Forecasting future needs Managing Talent Governance Staffing Sourcing & Development Enabling / Automating GRM Processes RMO Technology
Slide 12: Services Use Case
Services Use Case + Resource Management best practices need to adapt to different use cases + For example for a PSO: + Flexibility to provide bottom up and top down resource planning + Booking of resources is critical at the project level to maximize utilization + Engagement is often independent fro
Slide 13: What's the difference between planning, forecasting and staffing?
What’s the difference between planning, forecasting and staffing?
Slide 14: Forecasting & Capacity Planning
Forecasting & Capacity Planning Leading delivery organizations have a three part approach to forecasting & capacity planning to meet the dynamic needs of the business. Resource Forecast Business Planning Staffing Interlock Establishes the parameters The living plan. Basis for Carries out the decisio
Slide 15: PMO Use Case
PMO Use Case + Mature PPM solutions need to adapt to short term, mid term and long term forecasting + For example for a PMO: + Long term – 30K Ft view of resource needs to tied into business priorities + Mid term – Feet on the ground planning and execution + Short term – Tactical response to daily c
Slide 16: How can organizations forecast their resource supply and demand?
How can organizations forecast their resource supply and demand?
Slide 17: Forecasting
Forecasting Forecasting is essentially, and a daily, critical function. Here are keys to success • Baseline & normalize the demand Get the Demand Data Right • Manage and analyze the data • Primary roles, win %, start/end date, allocation. • Baseline rosters Know your Supply (Data) • Normalize the te
Slide 18: Can you comment on the limitations around spreadsheets for resource management?
Can you comment on the limitations around spreadsheets for resource management?
Slide 19: Automation
Automation Project Assignment People Skills 19 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l 19
Slide 20: PM Use Case
PM Use Case + Centralization of resource allocations when planning projects + For example for a PM: + Single resource pool across all plans + Instant feedback when planning a single project + Keeping everyone on the same page 20 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 21: Q & A
Q&A 23 ©2016 Upland Software, Inc. C o m p a n y C o n f i d e n t i a l
Slide 22: Thank you for joining us!
Thank you for joining us! Submit a request for more info! http://info.uplandsoftware.com/Upland-RTMC-Resource-Mgt- Webinar-Request-MoreInfo-LPRegistration.html www.uplandsoftware.com info@uplandsoftware.com Complimentary White Paper from RTMC http://www.rtmconsulting.net/improving-utilization- can-e