2. UMT – Overview ‘Visionary’ in Integrated IT Portfolio Analysis Applications (IIPA 2013 MQ) ‘Cool Vendor’ in Gartner’s Cool Vendor Report 2012 PPM Experts 25 years of experience With over ‘Winner of Microsoft Partner of the Year’ Gartner MQ Download: http://www.umt.com/en-us/community/pressreleases.aspxhttp://www.umt.com/en-us/community/pressreleases.aspx

3. UMT – Solutions/Services CPIC & IT Governance Pre-Select, Select, Control Evaluate Comprehensive EPM Resource / Demand Management APM & PMO PM Training CPIC & IT Governance Pre-Select, Select, Control Evaluate Comprehensive EPM Resource / Demand Management APM & PMO PM Training Innovation Process Management / New Product Development Comprehensive EPM Capacity Planning / Resource Management PM CoE / CoP Innovation Process Management / New Product Development Comprehensive EPM Capacity Planning / Resource Management PM CoE / CoP Program / Corporate PMO Project / Program Management Budget Formulation & Execution Reporting and Dashboard Resource Management PMO Services Program / Corporate PMO Project / Program Management Budget Formulation & Execution Reporting and Dashboard Resource Management PMO Services Process Improvement Initiatives Portfolio Selection and Management Project / Program Management Resource Management UFR Prioritization PM Training Process Improvement Initiatives Portfolio Selection and Management Project / Program Management Resource Management UFR Prioritization PM Training UMT Services Enterprise Project and Portfolio Management Enterprise Application Portfolio Management and Analytics Project and Portfolio Financial Management Consulting New Product Development (NPD) Portfolio Management Program Management Office (PMO) UMT Services Enterprise Project and Portfolio Management Enterprise Application Portfolio Management and Analytics Project and Portfolio Financial Management Consulting New Product Development (NPD) Portfolio Management Program Management Office (PMO) UMT Product Offerings UMT 360: Financials Portfolios UMT Product Offerings UMT 360: Financials Portfolios UMT Training Institute Microsoft Project and Project Management Training Microsoft Portfolio Server Training Project and Portfolio Management Training UMT Training Institute Microsoft Project and Project Management Training Microsoft Portfolio Server Training Project and Portfolio Management Training

5. Annual Planning Process (aka CPIC) * http://www.whitehouse.gov/sites/default/files/omb/memoranda/2013/m-13-14.pdf

6. Pre-SelectSelectControlEvaluate Business Needs Portfolio Selection Portfolio Tracking & Status Portfolio Reporting Resource Capacity Planning Resource Planning & Tracking Project Scheduling Project Tracking, & Status Benefits Realization Budget Formulation Budget Execution Core CPIC Disciplines & Capabilities 6 Benefits Planning Team Collaboration, Cooperation and Communication Operational Analysis Initiate Plan Execute Control Close

7. I would say that the solutions my has in place for enabling the management of the CPIC processes are: 1.Easy to use 2.Easy to use but not automated 3.Requiring me to do a lot of duplicative effort and data entry 4.Not easy to use and difficult to understand 5.Downright cumbersome and disjointed 6.Non-existent

8. The Miracle of CPIC … Pre-SelectSelectControlEvaluate Initiate Plan Execute Control Close $ Government Schedule Contractor Schedule Reconciliation & Tracking Repeat Monthly or Quarterly Business Need Review Ranking Prioritization Hatchet Games Creative Writing Distribution

9. Integrated CPIC Solution Pre-SelectSelectControlEvaluate Initiate Plan Execute Control Close Repeat Monthly or Quarterly (as Needed) Enterprise Governing Workflow Consistent Investment Ranking Criteria Strategic Alignment Score Standardized Business Case Capture Portfolio Level What-If Analysis Budget Formulation Cost, Schedule & Perf. Risk, Issue, Decision, Action Item Collaboration On Demand Reporting & Operational Analysis Visibility, Insight & Control IMS

10. Solution Walkthrough

11. Business Needs Flexibility

12. Information Accessibility

13. Enterprise Types

14. Enterprise Process Types

15. Investment Overview

16. Investment Metadata Examples

17. Investment Relationships

18. Program/Project Process & Data

19. Portfolio Analytics

20. Reviewing the Rankings

21. Prioritize Project List

22. Baseline Scenario

23. ~10% Cut from 38M to 34M

24. ~20% Cut from 38M to 30M

25. ~20% Cut with Force In

26. Scenario Comparison Report

27. Formulation Using Selected Portfolio

28. Solution Walkthrough

29. Tips for More Successful Annual Planning Pre-SelectSelectControlEvaluate Initiate Plan Execute Control Close Enterprise Governing Workflow Consistent Investment Ranking Criteria Strategic Alignment Score Standardized Business Case Capture Portfolio Level What-If Analysis Budget Formulation Cost, Schedule & Perf. Risk, Issue, Decision, Action Collaboration On Demand Reporting & Operational Analysis Visibility, Insight & Control IMS