Portfolio Project Performance Reporting. Client Case Study

Transcription

1 Portfolio Project Performance Reporting Client Case Study MetaPM 2016

2 The Challenge MetaPM s client need a mechanism to enable them to balance, reprioritise and provide recommendations (backed up by data) to the Portfolio Steering Committee regarding the organisation s discretionary portfolio ($75 mill +) Information that they wanted to see included: Project burn rate (budget verses actual spend monthly) Resource utilisation and gaps (monthly and ongoing) Resource composition (permanent staff verses contractors) Milestone baseline verse actual (baseline start / finish) Project interdependencies Timing of benefits (linkage of benefits realisation to gates and milestones) And Needed to be inexpensive (i.e not requiring specialist tools such as Clarity)

3 Spend in $m The Client s initial thinking: Project budget provides total forecast costs by month Target monthly spend based on budget of $76m Resource Activity Tools provides forecast resource costs $76m and utilisation data Executive Report Portfolio Spend by Month Forecast Spend Contractors Staff Actual Spend J A S O N D J F M A M J FY13 Portfolio budget risk

4 MetaPM solution Decided not to use MS Project as: to maintain would need to employ a full time scheduler would not give them all the functionality that they were requiring Our solution: MS Excel Analysis Workbook - 4 data sources - 1 master workbook

5 Process workflow

6 Deliverables The Analysis Workbook with charts and dashboard (the MS Excel Workbook) Manual documenting the associated processes Defined process for the collation of the data sources (report contents and process) and implemented (met with 15 project managers for mins to explain what was required of them) Portfolio dependencies Log (set up in SharePoint) Portfolio dependency process defined and documented (interdependencies between projects)

7 Multiple reports and charts generated Project ID Project Name Priority Rating Price Improvement Rating Volume Improvement Rating Claims Handling Imp't Rating Claims Imdemnity Cost Imp't Rating Expense Reduction Rating Total Cost ($M) Cost Total Benefits ($M) Benefits Status Stage Start Duration (Days) Percentage Complete 39 River R Red 3 - Delivery Jun % 57 CTR R Grey 0 - Pre Project Jan % 44 MCGI P Green 0 - Pre Project Nov % 17 WC Claims Grey 0 - Pre Project Jan % 35 MI P Grey 0 - Pre Project;#On Hold Oct % 42 Flood 1b Amber 3 - Delivery Apr % 14 L&OM Green 2 - Analyse;#3 - Delivery Apr % 15 CTR Portal Grey 0 - Pre Project Apr % 3 Dec Polisy Green 2 - Analyse;#3 - Delivery Mar % 34 MI P Amber 3 - Delivery Aug-09 1,096 93% 36 Harvest Red 3 - Delivery Oct % 37 Lazarus Amber 3 - Delivery Oct % 4 D. Genisys Grey 0 - Pre Project Oct % 19 Comm Flood Grey 0 - Pre Project Apr % 29 Sheldon KM Green 1 - Business Case;#2 - Analyse May % 45 Greengrass Green 1 - Business Case Jun % 68 TMT report Green 0 - Pre Project Sep % 5 D. Other Grey 0 - Pre Project Jan % Future F'cast 13 WC E2E Green 1 - Business Case Oct % 41 DMS Green 3 - Delivery Dec-09 1,110 90% 67 Swann Hse Grey 0 - Pre Project Oct % Spent 52 FARGO Green 1 - Business Case Jul % 40 CTR Amber 3 - Delivery Jun-10 1,287 90% 32 CUDOS Red 1 - Business Case;#2 - Analyse Nov-11 1,337 10% Benefits 12 ESure Rels Green 3 - Delivery Jul % 7 FSL Red 1 - Business Case;#2 - Analyse May % 11 PDS Dist Green 1 - Business Case Jul % 6 DMS 4 WC Green 1 - Business Case Oct % Diff

8 How we can help Click to edit Master title style Click to edit Master text styles Second level MetaPM s Service Offer Third level Your ability to optimise your total investment in change, and manage associated risks to business as Fourth usual, level requires a delicate balance of people, process and technology capabilities. MetaPM offers a unique perspective Fifth on business level planning and achieving an optimised portfolio, and we partner with you to make the most of your investment mix. We can help you determine high priority and high value investments, and work with you on benefit mapping, resource balancing and investment tuning techniques. For further information on what we offer please visit: Or contact us at: Ph: E: enquiries@metapm.com.au Australia Wide Telephone Number Melbourne Level 3, 420 Collins Street, MELBOURNE, VIC 3000 Telephone Number: Fax Number: /05/2016 8