project portfolio management at sf state

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Success Collaboration: Case Study on the PMO at SF State University's Division of IT Session #29629 March 28, 2011

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Information Technology Project Portfolio Management Process at San Francisco State University

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Page 1: Project Portfolio Management at SF State

Success Collaboration: Case Study ∝on the PMO at SF State University's Division of IT

Session #29629March 28, 2011

Page 2: Project Portfolio Management at SF State

Borre Ulrichsen Director of Information Systems Projects and Project

Management Office, Division of IT

Kshitij Kabra Project Management Specialist, Division of IT

Prepared by:

Page 3: Project Portfolio Management at SF State

Understanding collaborative process driven approach to actively managing projects

Roadmap to successful implementation in a Higher Education environment.

Overview

Page 4: Project Portfolio Management at SF State

Agenda San Francisco State and the Division of IT The challenges we were up against Incoming! – How we handle project requests

Collaborating through workflow

Show me! – Reporting for management and team members One source of truth The information you need, when you need it

Staying on the same page On-line tools for collaboration

Where to now? Next steps for continued roll-out

Questions and Answers

Page 5: Project Portfolio Management at SF State

San Francisco State University

Founded in 1899 Part of the CSU

system CSU

412,000 students 43,000 employees

SF State 30,000 students, 3,500 employees

Page 6: Project Portfolio Management at SF State

Challenges for the Division of IT Highly Decentralized Organization

Public University Non-profit Success ∝ Service to Campus Community and

beyond Campus dependency on legacy systems Campus wants new technology to streamline

operations Limited resources for investing in new technology

IT organization overwhelmed by incoming requests Resource constraints High volume of project requests Managing priorities across organization

Page 7: Project Portfolio Management at SF State

What does the customer really need?

How the Customer explained it

How the Project Manager understood it

How the Analyst designed it

How the Programmer wrote it

How the Business Consultant described it

How the project was documented

What Operations installed

How the Customer was billed

How it was Supported What the Customer really needed

Page 8: Project Portfolio Management at SF State

Incoming! – How to handle project requests

How we dug our way out Streamline process for project requests Single source of truth for project

requests Workflow for gathering feedback/buy-in

How it looks at SF State

Watch out for the avalanche! Resource constraints High volume of project requests Managing priorities across

organization

Page 9: Project Portfolio Management at SF State

Show me (the big picture)!

Relied on e-mail, phone calls and meetings Customer feels left in the dark Developers spend too much time providing

updates Information is out of date the moment it is

reported

The information you need, when you need it Project Portfolio Reports

Grouped based on customer needs Dashboards for quick overview Drill-down for more detail Single source of truth for project status

Demonstration

Page 10: Project Portfolio Management at SF State

Getting the job done (together!)

Trust is key to effective information sharing Single repository for project artifacts Easy to access Change history Ability to go back to pervious version Don’t make me go look for everything!

Tools for effective collaboration Single, accessible home page for each project Embedded document management system Centralized task and issue tracking Personalized reports – what I need when I need it

Demonstration

Page 11: Project Portfolio Management at SF State

Where to Now? Training and Certification for project managers

Streamline request process using workflow

Accommodate various levels of project management process maturity

Provide support for non-IT projects

Create portfolios for colleges and departments

Create reports to show past accomplishments by employee - performance review at a click

Integration with campus portal

Page 13: Project Portfolio Management at SF State

This presentation and all Alliance 2011 presentations are available for download from the Conference site at

www. heug.orgwww.psugonline.org

www.federalusersnetwork.comPresentations from previous meetings are also available