UMT360 is pleased to bring you a series of webinars on PPM 2.0 – Why Portfolio Financial Intelligence (PFI) is Key. You can click here to view the recording of the first in the series presented in late September by UMT360 CEO Mike Gruia. Join us for the next three webinars being presented by Frank La Rocca from energy company Con Edison.
PPM 2.0: Portfolio Financial Intelligence Boosts ROI
Wednesday, October 16th | View Webinar
Today, many companies are failing to realize up to 46% of the planned business value from their project portfolios. The key to unlocking more ROI from your strategic initiatives is Portfolio Financial Intelligence (PFI). In this webinar, Frank shares a proven framework for going beyond traditional PPM capabilities to gain complete financial transparency, dynamically optimize capital spend, make smarter investment decisions and ultimately improve project success rates. Frank will discuss how enhancing financial estimating and governance best practices helps to build a strong PFI foundation. In this session, you’ll learn to build robust business cases to evaluate competing requests, align capital spend with strategic priorities, establish baseline metrics to evaluate current performance, and determine and analyze root cause.
PPM 2.0: Build a Dynamic “Sweep Process” to Reallocate Funds �
October 30th – Register to Attend
Today, companies are failing to realize up to 46% of the planned business value from their project portfolios. Further analysis reveals that close to half of that unrealized value can be attributed the poor financial tracking and variance analysis, resulting in the inability to gauge the economic impact of underperforming projects and take corrective action. During this session, Frank will share a proven framework to help business effectively measure portfolio financial performance and dynamically reallocate (sweep) capital spend. This framework helps companies measure project financial performance and variance metrics, dynamically reallocate funds across the portfolio to continuously optimize capital spend, and establish the supporting governance culture and reporting processes.
PPM 2.0: Benefits Realization – Unleash the Power of Your PMO
November 13th – Register to Attend
Today, stakeholders tend to exaggerate the benefits included in business cases to secure project funding. Often these planned benefits go unrealized causing a loss in confidence in the PMO team. Building a credible benefits realization process is key. During this session, Frank shares proven best practices to establish a benefits realization framework to effectively track the actual value delivered across your investment portfolio. This framework helps companies establish a repeatable process to track benefits, derive metrics to measure estimating accuracy at key funding gates, drive accountability to encourage realistic estimates and capture lessons learned to improve project success rates.