1. Revenue Project Management™ Integrating Revenue & Project Management Dave D’Silva, PMP Intelligent Management Solutions Group www.imsg.ca Presented Aug 22, 2007 at the www.mpa-gta.com

2. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 2 Introductions Gina Davidovic, PMP Senior Partner of Bay3000 Corporate Education www.bay3000.comwww.bay3000.com Regular invited speaker at local and international conferences including PMI Seminars World and PMI's Asia Pacific Congress Chair of the PMOLIG (PMO Local Interest Group) PgMP Preparation - Author and Instructor Managing Sponsor of the 2007 Canadian Project Excellence Awards and Conference www.cpex.cawww.cpex.ca

3. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 3 Revenue Project Management™

4. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 4 What to Expect Today RPM Intro RPM Principles RPM Benefits RPM Background RPM Case Study 1(Past) RPM Case Study 2 (In progress) RPM FAQ 1 – 3 RPM Wrap Up RPM Next Steps

5. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 5 RPM Principles P1: Integration through iteration (start small ) P2: Holistic yet isolative (best of both) P3: Revenue, PM & Accounting (triple) P4: Methodology with MS Tools (EPM) P5: Best practices (local and industry) P6: Win win win (abundance principle)

6. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 6 RPM Benefits B1: PMO project expense recovery B2: Revenue from projects (PMO profit) B3: Business innovation (patents) B4: Operational excellence as a result of integration of PM, accounting and business strategy B5: Performance Management (metrics) B6: Simplify (integration of methodology and software tools)

7. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 7 RPM Background 1100+ GTA clients (Banks, Microsoft, …) Operating since mid 80’s incorporated 1994 (training, consulting & development) Revenue intelligence & project management Case Study 1: PriceMetrix, Toronto, a wealth management firm for brokerages Case Study 2: High Speed FX, Waterloo, a rural broadband Internet Provider serving 40,000 sq km (northern half of the 519 area code)

8. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 8 RPM Case Study 1 PriceMetrix expectations (since 2000): Help launch start-up brokerage revenue management firm (charter client: ScotiaMcLeod) Ongoing recovery of project expenses Create expert system technology Create business patents Status: Accomplished

9. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 9 RPM Case Study 2 HSFX expectations (2007): “Looking to achieve a level of operational excellence that only the integration of business strategy, PM, and accounting methodology/tools will provide.” David de Weerdt, CEO Status: In progress

10. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 10 RPM FAQ 1.RPM recovers up to 45% of total project expenses from a $5B gov’t innovation fund, working as a parallel track 2.RPM integrates your PMO with a revenue generating model including performance management 3.RPM draws financial metrics using your PM methodology and MS EPM tools

11. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 11 RPM FAQ 1 With a little extra work your PMO, project, portfolio or program, recovers up 45% innovation (Project) tax credit Found in Canada, the U.S. and Europe, in Canada, it is known as SR&ED (Scientific Research and Experimental Development) Currently $5B (trouble giving it away)

12. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 12 RPM FAQ 2 RPM integrates your PMO with a revenue generating model including performance management

13. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 13 RPM FAQ 3 RPM draws financial metrics using your PM methodology and Microsoft EPM tools PMP, PgMP, PRINCE2, home grown methodologies, etc. MS Project Server, Portfolio Server, etc. http://www.microsoft.com/ business/epm.aspx

14. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 14 Wrap Up RPM Principles RPM Benefits RPM Background RPM Case Study 1(Past) RPM Case Study 2 (In progress) RPM FAQ 1 – 3 RPM Wrap Up

15. 07/09/2015 2007 © Intelligent Management Solutions Group | imsg.ca 15 Revenue Project Management™ Next Steps Questions? dave.dsilva@imsg.ca www.revenueprojectmanagement.com Next presented at the Canadian Project Excellence Awards www.cpex.ca Oct 2,3, 2007www.cpex.ca