To master PPM, strike the right balance of top-down and bottom-up capabilities

UMT360 makes it easy for PMO, IT, business and finance leaders to strike the right balance between top-down and bottom-up PPM capabilities. Our proven approach helps you identify the specific capabilities to match where you are on your PPM journey, and then provide a plan – with platform and best practice expertise – to bridge the gaps and help you get where you want to be. Which key PPM capabilities can we help you establish?

Govern All Work Across Portfolios

Portfolio governance controls should be smart and flexible enough to meet the needs of a wide variety of stakeholders. The key is striking a balance that provides the right controls to effectively govern all work – no matter how it’s executed – without being overly burdensome and providing the autonomy for teams to execute using their tools and methods of choice.

Govern All Work Across Portfolios

Align Execution With Strategy

Execution disconnected from strategy can never deliver the transformation your organization needs to compete and grow. Portfolio management – that second P in PPM – provides the right techniques to derive execution from strategy and leverages continuous planning to help align all execution with strategy.

Align Execution With Strategy

Consolidate All Demand

Demand can come from anywhere within the organization. Integrating standardization across the enterprise gets you out of disconnected Excel and Word documents, consolidating all data into one system to more effectively support evaluation and drive better decisions while streamlining capital planning.

Consolidate All Demand

Maximize Resource Utilization

The three steps to mastering resource management begins with ensuring the fidelity of all resource data and harmonizing that across any method of execution. Effective capacity planning helps ensure that you understand the availability and skill set of all resources and can assign them to the right work. And being able to model the impact of any resource plan changes in real-time is essential to help your organization maximize ROI and drive efficiencies.

Maximize Resource Utilization

Optimize Spend

Optimizing costs should is a skill that every portfolio manager, PMO or SRO needs to develop. To maximize value and optimize project and program spend, it’s critical to treat all projects and programs as the strategic business investments they are. This is a key component to becoming “CFO of your portfolios”.

Optimize Spend

Identify & Manage Benefits

A robust benefits realization framework provides the insight needed to gauge performance, recognize success, identify areas for improvement, and improve processes across the organization.

Identify & Manage Benefits

Managing Schedules & Automating Roadmaps

Orchestrating business transformation requires a clear understanding of all the moving parts. Effective schedule management ensures all teams have the freedom to execute work in the style they prefer. Harmonizing all execution, tracking dependencies and automatically generating roadmaps helps the organization clearly understand and manage the relationships between all investments and the strategic capabilities they are intended to impact.

Managing Schedules & Automating Roadmaps

Capturing & Reporting Time

Time reporting is one of the necessary evils within any PPM process. Organizations need an easy way to capture and record time spent on all work across all execution methodologies. Having complete visibility into time spend is also critical to generate capitalization reporting.

Capturing & Reporting Time

Automate & Streamline Status Reporting

Status reporting can be a logistical nightmare, requiring manually-intensive processes to reconcile data from multiple systems. By automating status reporting and variance analysis, organizations can centralize the administration of recurring status reporting processes, dynamically build performance dashboards and much more.

Automate & Streamline Status Reporting

Analyze Data & Model Scenarios

Dashboards and reports are part of any comprehensive PPM process, providing the critical visibility all stakeholders need to make better decisions. An even more powerful use of analytics is the ability to go beyond static reports and snapshots-in-time to instantly model the impact of any change, before the decision is made.

Analyze Data & Model Scenarios

Streamline Change Request Management

Effective change management enables the organization to identify, document and authorize all changes across the entire project lifecycle. With complete visibility into all change requests, and the ability to track and audit across the enterprise, PMOs can more effectively understand the impact of all changes and drive better decisions.

Streamline Change Request Management

Establish Top-down Program-level Controls

True program management – separate and distinct from project management – establishes the top-down program-level controls needed to manage programs as independent investment entities, while seamlessly connecting the associated projects to easily assess both top-down and bottom-up performance at any time.

Establish Top-down Program-level Controls

Foster Effective Collaboration

Effective PPM processes are inherently collaborative, enabling all stakeholders – even those using a variety of work styles – to share documents, data and other project-related resources. By encouraging communication and removing barriers between teams, collaboration capabilities are a critical to streamlining work management.

Foster Effective Collaboration

Integrate Across All Business Systems

Effectively automating the integration of data between PPM with other line-of-business systems and productivity tools ensures that all stakeholders have the timely insight needed to inform better business decisions.

Integrate Across All Business Systems