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UMT360 Blog

Effectively leveraging your most important asset – your resources.

It may be a cliché to say that people are your most important asset, but when it comes to Strategic Portfolio Management (SPM), that’s exactly what they are.  So far, we’ve considered the different ways work gets done, the different models for delivering on strategy, and the need to continuously adjust and adapt your plans …

To do planning right, it needs to be both continuous and adaptive.

A series of blogs about Strategic Portfolio Management (SPM) wouldn’t be complete without a post stressing the importance of continuous or adaptive planning.  You may think you’ve heard it all before, but you really haven’t.  Because what is being promoted as the concept of continuous planning, and what many organizations have tried to embrace, isn’t …

What good is strategy if you can’t deliver on it?

Life used to be simple.  Leaders got together once a year and set priorities for the business, and those became goals and objectives.  Departments developed project proposals, with the “best” of those proposals (or the ones with the best sales pitch) approved as the initiatives that would help to achieve the stated goals and objectives.  …

SPM gives you the ability to see everything, no matter how it’s executed.

Our last post introduced the concept of Strategic Portfolio Management (SPM), kicking off a series of posts that will explore each of the key business imperatives you’ll need to address, and how effective SPM capabilities can help you address them.  There’s no better place to start than with the most fundamental question of all – …

Strategic Portfolio Management – the answer to today’s business imperatives

When Gartner starts talking about something, people typically listen.  And recently Gartner has been highlighting the importance of moving beyond the traditional project and portfolio management (PPM) approach to embrace the concept of Strategic Portfolio Management (SPM).  Broadly speaking, the idea behind SPM is that you manage all execution as if it is connected to …

Gartner advises organizations to adopt SPM processes and technology

A recent Gartner report offers insight into the evolving nature of PPM and the strategic portfolio management tools that program and portfolio management leaders need to effectively manage all work. This report is especially poignant to those who are tasked with driving digital transformation while also grappling with the associated challenges of managing work across …

Release announcement: UMT360 v6.0

We’re excited to announce the availability of UMT360 v6.0, a major release supporting SharePoint 2016, 2019 and Project Online. This release includes a set of new features, as well as various enhancements across all product areas. All previously released public updates and private hotfixes are also part of v6.0. We strongly recommend that any release …

Portfolio Selection

Align all project requests with strategic priorities. A structured portfolio selection process enforces a rational approach to decision making to help ensure that the organization is focused on the right projects and programs. Best-practice, objective portfolio selection techniques equip PMOs to recommend that the right investments are selected. With scarcity becoming the new reality, it’s …

Portfolio Metrics and Benchmarks

Go past traditional KPIs to track actual business impact. Harness all of the valuable information within your PPM processes to clearly demonstrate how your PMO is driving transformation. Traditional project-level health indicators alone (such cost, schedule, work, risk) can’t reflect the true value being delivered by your PPM tool. Inside every PPM tool is a …

Business Capability Management

Effectively orchestrate business transformation Improving business capabilities is a key driver for aligning execution with strategy and gaining control across all enterprise investments To effectively drive business transformation, organizations must continuously improve the performance of their business capabilities. Capabilities – comprised of people, processes and technology – represent the operating fabric of your company and …

Migrating from Oracle Primavera to Microsoft Project Online

These days, more and more organizations are looking to make the switch from Oracle Primavera to Microsoft Project Online. This decision can be driven by the need to move to a cloud-based SaaS solution, or simply because the organization wants a better user experience and increased flexibility for managing projects and portfolios. Primavera -> Project …

UMT360 extends Project for the Web capabilities

Project for the web marks the next chapter for Microsoft Project, providing a distinctive modern web interface and user experience for managing work of any size. In this post, we’ll explore how you can quickly add the robust portfolio management capabilities needed to help you accelerate business transformation. In addition to an elegant and easy-to-use …

Gartner Market Guide Confirms Strategy Execution Requires The Right Tools.

The most recent Gartner Market Guide for Strategy Execution Management features a simple but profound statement: “Strategy should always drive what we decide to do and how we decide to do it.” Take it from a company who has been saying essentially the same thing for years, that quote really nails it. Strategy execution expertise …

Using Microsoft Teams collaboration capabilities with UMT360

Many organizations are in the process of moving from Skype to Microsoft Teams. In addition to providing the ability to message and call team members, Microsoft Teams also provides great team collaboration capabilities. Let’s take a look at how to leverage those capabilities in conjunction with UMT360. Integrating Microsoft Teams with UMT360 When creating a …

What Are The Keys To Mastering Portfolio Management?

Chances are good that if you’re not already acting on a mandate from your executives to drive business transformation, you’re looking for a way to do just that. But if you approach this challenge focused only on project execution, you’ll soon discover that driving transformation without first connecting execution to strategy is next to impossible. …

Streamlining Resource Planning: Case Study

Resource management has always been a thorn in the side for organizations looking to optimize precious resources. For one educational institution, adopting a new process has literally meant the difference between night and day. Here’s a before and after look at how they improved it. A very sticky situation During their quarterly planning process, the …

Configuring Custom Project Fields in Microsoft Project Web

You may already know this, but Project for the web comes with a Dynamics app called Project. At the time of writing this post, the app provides you with the following capabilities: Access to a central repository of all the projects created with Project for the web Access to the pool of resources assigned to …

Gartner Magic Quadrant recognizes UMT360 as a visionary

Gartner’s 2019 Magic Quadrant for Integrated IT Portfolio Analysis Applications (IIPA) was just released, and once again, UMT360 has been recognized as a visionary provider. According to Gartner, “integrating portfolios using IIPA software enables IT managers to see the cost, effort, technical complexity, feasibility and interrelated effects of a proposed IT change or digital initiative …

Microsoft Project Web: Building Reports and Dashboards

Project for the web marks the next chapter for Microsoft Project, providing a distinctive modern web interface and user experience for managing work of any size. Project for the web is built on the Microsoft Power Platform, which means that, unlike its predecessor, all data is stored in the Common Data Service (CDS). Why is …