1. Creating a better Control & Visibility of a Project portfolio
Phil Howe
March 2017
Why we needed to change and what we have done

2. Who am I ?
33 Years with in the Controls industry for Commercial Buildings
33 Years with Honeywell
In last 11 years have been part of the Project Operations Function previously directly involved in the managing many large projects e.g. Terminal 5, Wembley Stadium and Olympic Games
Broad knowledge of PM methodologies policies, systems and processes within Honeywell and external controls e.g. SOX
Hobbies are comedy, films, music and tracing my family history

5. We had lots of systems … Lots of The Problem Duplication of entry
Excel Spreadsheets widely used
Sources of information
Possibilities for misinterpretation / error
Missed opportunities to “see” early warnings
Time taken to update systems and report, rather than work on the project
Costs associated with maintaining those systems
Currently Project Managers use a variety of tools and forms across all project phases that need the same information (job name, job number, district etc) completed each time

6. Whatever solution we found …
The Problem
Whatever solution we found …
Monitoring & Control
Planning
Initiation
Execution
Closeout
It had to
Be configurable to our methodology
Minimise changes required to user processes
Be easy-to-use – so that it doesn’t “scare-off” the user
Provide simple, configurable reporting
Be easy to deploy - intuitive

7. The Problem – in Summary
3. Resource/Capacity Management
Who can do what, when
2. Too Many Systems
Consolidation, eliminate double-entry, one source of truth
1. Deviation - overspend
Current visibility was not providing the necessary early warning.

8. The Selection process We looked for 5 things Experience UX Design
Ability to configure
Ability to integrate
Future Functionality
We evaluated over 30 systems with the above criteria, held a number of workshops. Looked at internal stakeholder requirements. Carried out Proof Of Concept designs with 3 systems and made a final selection in May 2015.

9. The problem we solved Reduction of
Platform for driving Projects business,
Incorporating PM methodology, key policies & procedures
Reduction of
Duplication of entry
Excel Spreadsheets
Sources of information
Possibilities for misinterpretation / error
Missed opportunities to “see” early warnings
Time taken to update systems and report, rather than work on the project
Costs associated with maintaining those systems
Single tool for Project Managers to manage the execution of their project portfolio with single data entry, better visibility and control

10. Reality vs Concept

11. Reality vs Concept
Repeatable Project Management in every country for every project
Portfolio visibility and control

12. Document Storage…. We now have Reality vs Concept
Store common project documentation – e.g. Contractual Documents
Ability to integrate forms, templates and common project lists
Configurable Registers for detailed information storage
Elimination of team members storing documents on laptops, network drives etc.

13. Demand Planning is essential Resource Management at the right level…
Reality vs Concept
Demand Planning is essential
Resource Management at the right level…
We now
Show workloads (individuals and groups) and critical over-resourcing
Identify where capacity exists and where extra projects can be handled
Identify Capacity issues – especially in planning stage
Increase capacity – through less time on information processing
Enable Global Engineering

14. Reality vs Concept
Planning Functionality (Gantt)

15. Reality vs Concept

16. Reality vs Concept
Project Management Training is now supported by a standard application available to all – PMI PMBok is the basis of our menus
Policy requirements are embedded in the process so the rules are applied without knowing it
Repeatable Project Management in every country for every project
Reporting is a subset of running the project rather than a separate activity

17. Reality vs Concept
Answering the Triple Constraint with PV

18. 6 Phases of a Project ENTHUSIASM: Sales book the project!
DISILLUSIONMENT: Project Manager re-estimates the Cost.
PANIC: Month 3 Estimate at Completion.
SEARCH FOR THE GUILTY: Project Review.
PUNISHMENT OF THE INNOCENT:
PRAISE AND HONOUR FOR THE NON PARTICIPANTS:

19. Need to ask any questions?
Thank you !
Need to ask any questions?