UMT360 is pleased to bring you a series of three webinar recordings presented by Frank La Rocca, the Director of Business Improvement Services in the Finance Organization at energy company Consolidated Edison. Frank shares his more than 25 years of experience working to ensure project portfolio success for US corporations.  He looks at techniques he's applied to deliver more ROI for organizations and create a stronger and more strategic PMO.


Webinar #1:  Portfolio Financial Intelligence Boosts ROI
 Click here to view the recording.

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.

Join the session to learn how to:

  • Build robust business cases to evaluate competing requests
  • Align capital spend with strategic priorities
  • Establish baseline metrics to evaluate current performance 
  • Determine and analyze root cause

Webinar #2:  Dynamic Reallocation of Funds Boosts ROI
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Analysis reveals that of the planned value businesses are failing to realize today, nearly half can be attributed to poor financial tracking and variance analysis.  The result is an inability to gauge the economic impact of under-performing projects and take corrective action.  During this session, Frank shares 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
  • Establish the supporting governance culture and reporting processes 

Webinar #3: Benefits Realization – Unleash the Power of Your PMO
Click here to view the recording.

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
  • Capture lessons learned to improve project success rates