Implementing an Enterprise Portfolio Management System for IT and Beyond
Abstract
What does it really take to enjoy a successful PPM installation? Review one company's processes and lessons learned in this detailed case study, which reports on details like process requirements, training gotchas, and how to recruit executive support. Several ProjectConnections members and their associates also shared their experiences and best practices for this article, supplying broad coverage of the topic.
What this is
This case was created by ProjectConnections along with the help of one of our members, who played a key role in implementing a portfolio management system within the Information Technology department at a $6 billion company in the healthcare industry. The company requested that the case be published anonymously so they could include as much detail from their situation and implementation as possible without worrying about confidentiality issues.
Why it's useful
The author has been managing large software implementations for the past 8 years, including applications developed internally and supplied by outside vendors. As the overall project manager for the company's portfolio management tool initiative, he organized all aspects of the project, including installation, customization, training, rollout, etc. Today he remains the system administrator and SME (subject matter expert) for the system, which is used by over 2000 people. His experiences provide an incredibly valuable window into large-scale portfolio management implementations designed with ease-of-use and scalability in mind. In addition, he fields questions from other ProjectConnections members, providing broad coverage aimed at real-world issues and answers.
How to use it
Read the full case study to see the chronological progression of the implementation work, or skip to the sections that interest you most. We've divided the case study into several sections:
- Project Environment
- Tool Assessment
- Tool Features
- Implementation
- Lessons Learned
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