Overview / Business Need
Using a variety of work management tools – including Microsoft Project, Azure Boards and Primavera – plus Agile and waterfall techniques to manage work across the enterprise, Caterpillar lacked the governance controls and portfolio management capabilities that provide visibility and insight across all work.
Recommended course of action
The team selected UMT360 to help them migrate all project management from Primavera to Microsoft Project Online and then establish a product / program driven investment model with supporting governance controls, while also standardizing demand management and business case development.
How UMT360 specifically addressed client’s challenges
UMT360’s strategic portfolio management capabilities enabled Caterpillar to improve resource management & capacity planning with better time reporting. The solution also delivered enhanced visibility into cross-portfolio dependencies, costs and benefits, along with streamlined status reporting. Powerful strategic portfolio management capabilities enabled the team to standardize and maintain dynamic roadmaps and conduct what-if scenarios across the enterprise with just a few clicks.
Unique benefits delivered
UMT360 ensured seamless integration of enhanced portfolio management capabilities with all project execution being managed in Microsoft Project Online and Azure Boards to support both waterfall and agile execution.
| Key Capabilities | Benefits |
|---|---|
| Portfolio Governance & Investment Controls | Moved Caterpillar teams from a project-driven to product / program driven investment approachEstablished workflows to control funding at the product / program levelLighten governance controls at the execution level (i.e. projects & epics) |
| Financial Management | Standardized cost structure for each group and integrated financial controls in governance workflowStreamlined month-end financial reporting (i.e. actuals and reforecasting) and variance analysisIntegrated with ERP solution |
| Resource Management & Capacity Planning | Standardized enterprise resource pool Established a simple approach to capture resource demand for all workUtilized Portfolio Manager to run capacity planning analysis and improve resource utilization |
| Dependency Management & Roadmaps | Provided a simple way to define and track cross-project, program and product interdependencies Utilized UMT360 Roadmap Manager to define, share and automate Strategic Roadmaps and Boards |
| Status Reporting | Streamlined and standardized status reporting across products, programs and projectsProvided trending analysis through snapshot data |
| Supports Variety of Execution Techniques | Integrated the solution with Microsoft Project Online to support waterfall execution and Microsoft Azure Boards to support agile teams / deliveryTeams free to select the appropriate execution methodology and tool, while executives still maintain control across all investments |
