1. www.regouniversity.com Clarity Educational Community www.regouniversity.com Clarity Educational Community Uncovering Dashboards Experts Unplugged Presented by: Atul Kunkulol, PMP & Jennifer Scarlato

2. 2 Clarity Educational Community 2 Agenda Introductions Overview Benefits of Dashboards Dashboard Levels 5 P’s of Effective Dashboard Delivery Technology Some Examples of Common & Useful Out of the Box Dashboards Some Examples of Customer Requested Dashboards Q&A

3. 3 Clarity Educational Community 3 Many companies have executives that find it too complicated to navigate in CA PPM with too many places they have to look to understand data as a whole – Usually middle management summarizes data for upper management in PowerPoint Dashboards provide an easy-to-read interface that presents key information so users can understand how investments are performing, including – Schedule Status – Cost – Key Performance Metrics Overview of Dashboards

4. 4 Clarity Educational Community 4 Overview Of Dashboards, cont. A well executed dashboard can provide a brief snapshot of the entire business in an easy-to- read, at a glance view Good dashboards are comprehensive, the metrics displayed are easy to understand, and they help users focus on the right things The sole purpose of a dashboard is to summarize performance

5. 5 Clarity Educational Community 5 DISCUSSION 1 How many of you are actively using Dashboard Reporting? Who is the audience for your Dashboard Reports? 5

6. 6 Clarity Educational Community 6 Benefits of Dashboards BUY-IN – Dashboards provide a convenient way for management to start looking at CA PPM data first hand – Once the rest of the organization realizes executives are using dashboards, they start maintaining the CA PPM Data (instead of managing in their own spreadsheets) – This automatically creates better quality data – Over time, CA PPM becomes the “one source of truth”

7. 7 Clarity Educational Community 7 Benefits of Dashboards Consistency in KPI reporting – Some large organizations have multiple PMO’s that result in multiple different processes – KPI’s are a result of the process developed by each PMO and could mean different things to different people – Dashboards bring consistency in reporting KPI’s, encouraging consistent processes

8. 8 Clarity Educational Community 8 Dashboard Levels Not all Dashboards are for all audiences When creating dashboards it is critical to understand the consumers of the information being reported Common audiences that will be viewing dashboards include – CEO/board level – Corporate vice president/director level – IT/Bus strategic level, similar to above, but focused on IT or Bus – IT/Bus operational dashboards

9. 9 Clarity Educational Community 9 5 P’s of Effective Dashboard Delivery Purpose – Clear objective – Should deliver actionable insight – Information relevant to the purpose and audience – less is more – Draw attention to relevant trends, pain points, comparisons – Balance the content – good and bad news; bad news only may be demotivating Process – Agile methodology (2 week sprints) – Prototype to demonstrate the “Art of the Possible” – Align requirements with the available technology – User involvement

10. 10 Clarity Educational Community 10 Clarity Educational Community 5 P’s of Effective Dashboard Delivery, cont. Participants – Target select groups as audience, not the whole organization – Data is not “nice to have” if it doesn’t help the user arrive at actionable insight – Predefined conclusions relieves users from performing their own analysis Pull – User friendly, engaging, and easy to use interface will make the user want to consult the dashboard frequently – Encourage interaction, drill down capability – A good dashboard needs little or no training

11. 11 Clarity Educational Community 11 Clarity Educational Community 5 P’s of Effective Dashboard Delivery, cont. Principles – Trust and integrity – data should be secure and validated against the source system – Test the functionality of the dashboard; should be error free. – 5 minute principle – Within 5 minutes, users should be able to review the dashboard, understand the metrics and trends, and be on their way…

12. 12 Clarity Educational Community 12 Clarity Educational Community DISCUSSION 2 What are common KPIs in your organization that you would like to track in a Dashboard Report? 12

13. 13 Clarity Educational Community 13 Clarity Educational Community Technology Dashboards can be delivered using a single technology, or a combination of different reporting tools This may include – CA PPM Portlets – CA PPM Reports – Xcelcius (Currently planned to sunset) – Jaspersoft ( CA PPM 14.2) – Sharepoint – Excel – Powerpoint

14. 14 Clarity Educational Community 14 Clarity Educational Community Sample Dashboards Out of box Dashboards Dashboards requested by Customers

15. 15 Clarity Educational Community 15 Clarity Educational Community KPIs by Project Type

16. 16 Clarity Educational Community 16 Clarity Educational Community Top 50 Project Watchlist

17. 17 Clarity Educational Community 17 Clarity Educational Community Project Status

18. 18 Clarity Educational Community 18 Clarity Educational Community Resource Shortages and Allocations

19. 19 Clarity Educational Community 19 Clarity Educational Community KPIs by Project Type

20. 20 Clarity Educational Community 20 Clarity Educational Community Project Portfolio Summary

21. 21 Clarity Educational Community 21 Clarity Educational Community Project Status Summary

22. 22 Clarity Educational Community 22 Clarity Educational Community Dashboards requested by Customers 1.Project Tracking 2.Project Financials 3.Executive Project Status 4.Project Status and Health 5.Project KPI Dashboard 6.PMO Dashboard 7.Visual Process Flow 8.Risk Dashboard

23. 23 Clarity Educational Community 23 Clarity Educational Community Dashboard # 1 – Project Tracking Shows the Current Project Status and Trend Allows drill down capability by – clicking on Pie slice (Red/Yellow/Green) to view projects with that overall status – click on the project and navigate to Current Status Report in Clarity

24. 24 Clarity Educational Community 24 Clarity Educational Community Project Tracking – Status Trend

25. 25 Clarity Educational Community 25 Clarity Educational Community Project Tracking – Current Status

26. 26 Clarity Educational Community 26 Clarity Educational Community Dashboard # 2 – Project Financials Shows the Project Financials - Budget, Forecast and Actuals Shows the Period Totals by Fiscal Period which can show seasonality Cumulative Chart enables to validate if the overall costs are still inline or off track. Summary Banner on the right to show Total Amounts.

27. 27 Clarity Educational Community 27 Clarity Educational Community Project Financials

28. 28 Clarity Educational Community 28 Clarity Educational Community Dashboard # 3 – Executive Project Dashboard 360 degree view of Project Powerful tool for the Executive or the PMO to view the overall status Answers the following question for each LOB or Department- – What work is being done? – What is their Status? – What is the overall budget, forecast and Spend for each Period and Cumulative? – Is the project slipping milestones? – Are the Risks, Issues and Change Requests managed? Drill down capability to answer all the above questions for each project

29. 29 Clarity Educational Community 29 Clarity Educational Community Executive Project Dashboard

30. 30 Clarity Educational Community 30 Clarity Educational Community Dashboard # 4 –Project Status and Health Project Current Status and Health indicators Project Status and Health indicators Trend Powerful tool for the Executive or the PMO to view the overall status Answers the following question for each LOB or Department- – What are the major initiatives? – What is their Status? – Who are the Stakeholders? Links to important documents? – Overall, Budget, Scope and Schedule Status and Trend for past 10 weeks – Project Health Indicators and Trend for past 10 weeks – Are the Risks, Issues and Change Requests managed?

31. 31 Clarity Educational Community 31 Clarity Educational Community Project Status and Health

32. 32 Clarity Educational Community 32 Clarity Educational Community Project Status and Health Drill down to Project details

33. 33 Clarity Educational Community 33 Clarity Educational Community DASHBOARD # 5 – Project KPI Dashboard TOP-DOWN View of KPI’s Helps Quick Review of Metrics and Weekly Status Reporting to CIO Drill Down Capability to show the components of each KPI. Quickly Enables to figure out the improvements and opportunities for improvement Simple and Easy to navigate. Little or No training required.

34. 34 Clarity Educational Community 34 Clarity Educational Community Project KPI Dashboard Top Projects by Budget

35. 35 Clarity Educational Community 35 Clarity Educational Community DASHBOARD # 6 – PMO Dashboard

36. 36 Clarity Educational Community 36 Clarity Educational Community Dashboard #7 – Visual Process Flow (Prototype)

37. 37 Clarity Educational Community 37 Clarity Educational Community Dashboard # 8 – Risk Management Dashboard

38. 38 Clarity Educational Community 38 Clarity Educational Community Questions Phone 888.813.0444 Email info@regouniversity.com Website www.regouniversity.com We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general. There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us. Thank you for attending regoUniversity 2015!