ca Intellicenter

Enabling Change Across aGlobal, Virtual Organization

Chris Shortall, Polycom

ICX01S #CAWorld

Chris Craig-Jones, Digital Celerity

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Speakers

Chris is a Program Director in Polycom’s Business

Operations and Organizational Effectiveness Group, having

been with Polycom for 3.5 years. His focus is on leading

transformational projects across Polycom’s Development

organization, including PMO, Engineering, Product

Management and finance. He is a PMP and PMI-ACP.

Chris Shortall

Polycom

Program Director, Business Operations and Organizational Effectiveness

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Speakers

Chris is a highly accomplished Engagement Manager and

Architect in Digital Celerity's PPM & Governance Practice

and is responsible for the PPM maturity assessments,

road-mapping and effective delivery and support of

solutions to meet customer business and architectural

needs. He is a PMP and CSM.

Chris Craig-Jones

Digital Celerity

Engagement Manager

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Agenda

POLYCOM: VOICE, VIDEO AND CONTENT SOLUTIONS

THE NEED FOR AN ENTERPRISE PROGRAM MANAGEMENT (EPM) TOOL

SUMMARY AND KEY POINTS

WHAT IS GLOBAL, REMOTE, ORGANIZATION CHANGE?

ORGANIZATION CHANGE MANAGEMENT–HOW WE CHANGED THE WORLD

RECOMMENDATIONS

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Polycom–The Company

Polycom helps organizations unleash the power of human collaboration. More

than 415,000 companies and institutions worldwide defy distance with secure

video, voice and content solutions from Polycom to increase productivity, speed

time to market, provide better customer service, expand education and save lives.

With product development teams in 10+ locations around the globe, Polycom

relies heavily on its own collaboration products for communication between

teams, with a strong culture of utilizing video and content technologies.

POLYCOM: VOICE, VIDEO AND CONTENT SOLUTIONS

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Polycom® RealPresence® Video SolutionsPolycom: Voice, Video, and Content Solutions

Core Networking & Security

SOCIALVIDEO COLLABORATION

IM/PRESENCE MOBILITYWEBCONFERENCING

CALL CONTROL BUSINESS APPS

RealPresence® CloudAXIS™ Suite

RealPresence APIs

Polycom® RealPresence® Platform

Video ContentManagement

Firewall Traversal and Security

Virtualization Management

Video Resource Management

UniversalVideo Collaboration

On the Go Work Office Conference Room Immersive TheaterHome Office

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Polycom–The Project

Polycom was looking for a tool to help enable:

– Budget and expense management

– Resource management

– Program work/task management

Waterfall and Agile methodologies

– Reporting and dashboards

Tool implementation and utilization included a cross-functional team

across various departments and locations.

THE NEED FOR AN ENTERPRISE PROGRAM MANAGEMENT (EPM) TOOL

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What is Global, Remote, Organization Change?

“Change management is a comprehensive, cyclic and structured approach

to transitioning individuals, groups and organizations from a current state

to a future state with intended business benefits”

“It helps integration and alignment of people, processes, structures,

culture and strategy”

CHANGE MANAGEMENT–AN INDUSTRY-STANDARD DEFINITION

Defined by the PMI in: Managing Change in Organizations: A Practice Guide

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Organization Change Management (OCM)COMMUNICATION IS THE KEY

Situation Solution/Actions

Multiple countries and time zones

Create and agree a formal communication plan (reporting, core and review team call).

Differing skills and focusProvide SPTs and run briefing and demonstration sessions before starting.

No common understandingConduct maturity assessment of PPM adoption based on PMBOK processes, questionnaires, reviews.

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Requirements gathering teams Needs global core team to define functionality/capabilities requirements (single

functionality/capability focus) Each country needs a review team across all functionality/capability

Requirements gathering sessions Needs video conferencing and strong technology support Flexible schedule across countries with repeat sessions Record and share all sessions Consolidated requirements from the core team are reviewed and approved by the

review team(s)

GLOBAL, REMOTE WORKSHOPS NEED STRONG TECHNOLOGY

Organization Change Management (OCM)

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RealPresence®

Desktop

Software for PCs

and Macs

RealPresence®

Mobile

Software for Tablets and

Smartphones

Microsoft® Lync®

Portfolio

From the Desktop to the

Conference Room

RealPresence®

Group Series

Small/Huddle, Mid-Size,

Large Rooms

VIDEO COLLABORATION FOR ANY ENVIRONMENT

Organization Change Management (OCM)

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Organization Change Management (OCM)When Words Will Not Work Use Pictures And Prototypes.

Situation Solution/Actions

Different languagesBe pictorial where possible due to differing languages, mix of pictures and demonstrations.

PrototypingUse iterative prototyping of configuration to firm up designs and common understanding.

SchedulesAllow for extended and flexible schedules due to multiple reviews within multiple countries, including overnight sessions.

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WHEN WORDS WILL NOT WORK USE PICTURES & PROTOTYPES

Organization Change Management (OCM)

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Testing used as briefings for mentors (core and review teams)

Needs agreed test plans, cases, report(s) and cycles

Involves both core and review teams

Core teams test, review teams check test results and provide governance

Takes a long time, be prepared to reconfigure and retest

TESTING IS A LEARNING EXPERIENCE WITH A FORMAL CADENCE

Organization Change Management (OCM)

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Rollout of CA Project & Portfolio Management (CA PPM) functionality was done

with teams in Waves, rather than all at once across all development teams.

– Aimed to not overwhelm product development

– Enabled focus/training for specific teams

– Allowed for more efficient oversight of migration to new tool

Waves were grouped across locations and product teams based on current

status of the product program

GLOBAL DEPLOYMENT NEEDS MULTIPLE WAVES

Organization Change Management (OCM)

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Results

The implementation and rollout of CA PPM has driven: – Improved tracking of Polycom development work– Standardized program management processes– Improved and readily accessible reporting/dashboards – Major change efforts within Polycom– CA PPM as The Single Source of the Truth

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Recommendations

Communication is the key.

Global, remote workshops need strong and reliable technology.

When words will not work use pictures and prototypes.

Testing is a learning experience with a formal cadence.

Global deployments need multiple waves.

Be prepared to repeatedly teach/facilitate similar content.

WHEN PLANNING GLOBAL ORGANIZATIONAL CHANGE, REMEMBER...

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For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

Insert appropriate screenshot and text overlayfrom following “More Info Graphics” slide here;

ensure it links to correct pageManagement Cloud

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For Informational Purposes Only

This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty.

Content provided in this presentation has not been reviewed for accuracy and is based on information provided by CA Partners

and Customers.

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