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Conferences that solve current IT challenges

IT Portfolio Management

Wimmer

Conference Chair: Randy Wimmer, BIS Release Manager, MillerCoors

Utilizing IT Portfolio Management to deliver strategic technology enablers to the organization

March 19-20, 2014

9:00am-5:00pm

14 CPE / 1.4 CEU / CISSP / 14 PDU Credits Awarded

Conference location: Donald E. Stephens Convention Center Rosemont (O'Hare) Illinois

 

Conference Price is $769.00 per person

 

Bios

IT Portfolio Management Conference Focus

  • Real world experiences from your fellow practitioners

  • Best Practices (e.g. PMBOK vs. ITIL) and Tools neutral

  • Portfolios – Infrastructure, Application, Service, Discretionary

  • Activities

    • Strategy - Business Drivers, Financial Budgeting

    • Demand Management - Ideation, Work Request Processing including Estimation/Cost Benefit/Approval/Scoring

    • Supply/Capacity Management - People, Technical, Dependency and the related Sourcing Strategies

    • Optimization - Trade Off Analysis, Selection, Scheduling

    • Delivery Management – Incident & Problem, Service Catalog, Project, Program, Release
      Reporting

    • Governance

Overview

IT departments are facing greater pressure to make sure their technology portfolios deliver desired results. An established portfolio management framework is a key enabler to achieving results and contributing value to the extended enterprise.

In this two day conference attendees will learn how they may need to tweak their approach given current company challenges.

Topics That Will Be Discussed

  • Strategic Portfolio Management - How Governance and Financial Discipline Can Improve Portfolio Performance

  • The Cultural Shift to Implement and Grow a PMO

  • Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)

  • Making the Shift from Traditional to Business-Driven IT PPM

  • Organizational Culture and Its Impact on the IT Portfolio

  • Aligning Resources to Projects OR Support but Not Both

  • The Ying & Yang of Resource Allocation and Utilization

  • Resource Management by Roles vs. People

  • Translating IT Portfolio Value to the Business

  • Establishing Portfolio Delivery Scheduling

  • The Project Manager's Role in IT Portfolio Management

  • Finding Your "Secret Sauce" for Strategy, Governance, and Portfolio Management

  • Rightsizing Governance

  • Managing IT as an Investment Portfolio, Portfolio Management & Tools

  • Growing the IT Portfolio Manager Role

  • Top 5 Challenges to IT Portfolio Management

  • Portfolio Management: Creating Resiliency for a Rapidly Changing Business Landscape

  • Is Your Portfolio Management Solution Answering the Right Questions?: A Decision-based Approach to Designing Your Portfolio Management Solution

  • The Cultural Shift to Implement and Grow a PMO

Early confirmed speakers include:
Click on the speaker's name to go directly to their talk.


Jen Ciolino, Director, Portfolio Management, Grant Thornton

Biju Misra, Director, Information Technology, Enbridge Gas

Claude Scher, Portfolio Manager, MillerCoors

Natalie Born, Director, IT PMO Center of Excellence, IHG

Joe Thykattil, Management Consultant, former IT Manager at Exelon Corporation

Susan Malisch, Vice President - CIO, Loyola University Chicago

Frank La Rocca, Director of Business Improvement Services, Con Edison

Amy McJoynt, Senior Director - Consulting Business Technology, Aon Hewitt

Misty-lyn Wogstad, Manager, Product Development, FTD

Christopher Peckham, Vice President, Operations & Technology, Project Standards Group, The Northern Trust

Taylor Dubois, Vice President; PMO Consultant, Bank of America

Gint Dargis, Former Director - Global Process (PMO), Johnson Controls

Sameer Sawant, IT Director, CNA Insurance






 

Conference Schedule*

*Subject to Change

 

  Day1 Day2
    Track A Track B
9:00-10:00am Making the Shift from Traditional to Business-Driven IT PPM
Mike Lawrence, Director, Product Strategy, Oracle Primavera
The Cultural Shift to Implement and Grow a PMO
Natalie Born, Director, IT PMO Center of Excellence, IHG
Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)
Sameer Sawant, IT Director, CNA Insurance
10:00-10:30am Refreshment Break Networking Break
10:30-11:30am Strategic Portfolio Management - How Governance and Financial Discipline Can Improve Portfolio Performance
Frank La Rocca, Director of Business Improvement Services, Con Edison
Organizational Culture and Its Impact on the IT Portfolio
Joel Basgall, CEO, Geneca
Is Your Portfolio Management Solution Answering the Right Questions?: A Decision-based Approach to Designing Your Portfolio Management Solution
Jerod Buckel, Senior Solution Architect, WinMill Software
11:30am-12:30pm Translating IT Portfolio Value to the Business
David Blumhorst, Vice President of Solutions and Services, Daptiv
The Building Blocks of Headcount Management
Taylor Dubois, Vice President; PMO Consultant, Bank of America

Presented by PDWare
Defining and Implementing Strategic Business Drivers
Biju Misra, Director, Information Technology, Enbridge Gas
12:30-1:30pm Lunch Lunch
1:30-2:30pm How to Determine the ROI of Your PMO
Richard Shapiro, Digital Celerity Engagement Manager and Former Vice President of the Clarity Global User Community
Business Engagement in IT Portfolio Management
Jennifer Ciolino, Director IT Portfolio Management, Grant Thornton
 Finding Your "Secret Sauce" for Strategy, Governance, and Portfolio Management
Susan Malisch, Vice President - CIO, Loyola University Chicago
2:30-3:00pm Refreshment Break Networking Break
3:00-4:00pm Establishing a Foundation of Supporting Behavior and Buy-In
Michael Yager, Senior Manager, Social Learning, Planview
Managing IT as an Investment Portfolio, Portfolio Management & Tools
Joe Thykattil,
Management Consultant, former IT Manager at Exelon Corporation
Growing the IT Portfolio Manager Role
Claude Scher, Portfolio Manager, MillerCoors
4:00-5:00pm Panel:  Portfolio Management: Creating Resiliency for a Rapidly Changing Business Landscape
Moderator:  Tony McClain, Client Partner, Geneca
Panelists:
Amy McJoynt, Senior Director - Consulting Business Technology, Aon Hewitt

Misty-lyn Wogstad, Manager, Product Development, FTD
Christopher Peckham, Vice President, Operations & Technology, Project Standards Group, The Northern Trust
Gint Dargis, Former Director - Global Process (PMO), Johnson Controls
Open Networking

 

 

Conference Program Details

 

Day 1: March 19, 2014

8:00am - 9:00am - Registration and Continental Breakfast

Lawrence

9:00am-10:00am

Making the Shift from Traditional to Business-Driven IT PPM

Mike Lawrence, Director, Product Strategy, Oracle Primavera

Increasingly, the survival of your business depends on its ability to change and adapt rapidly. Since IT projects and programs are often the agents of change within an organization, a best practice, business-driven IT PMO -- charged with enabling or delivering successful transformational projects and programs -- can make the difference between thriving organizations and those that fail to survive.

Specifically, in this presentation you will learn:

  • Why traditional IT PPM is not enough in today’s rapidly changing world

  • What best practice, business-driven IT PPM looks like

  • How to institute and apply IT PPM best practices to successfully enable business growth and transformation

  • What to look for when assessing IT PPM systems






10:00am -10:30am - Refreshment Break

La Rocca

10:30am-11:30am

Strategic Portfolio Management - How Governance and Financial Discipline Can Improve Portfolio Performance

Frank La Rocca, Director of Business Improvement Services, Con Edison

Today, businesses face a huge challenge in that the demand for growth and innovation exceeds their capacity to invest. Funds needed for innovation are being consumed by operational costs putting additional pressure on executives to do more with less. Faced with this dichotomy, they’re turning to Enterprise Portfolio Management which provides financial transparency and helps them understand the relationships between portfolios so they can make smarter investment decisions. Having visibility into the operational spend allows them to rationalize costs and free up funds for innovation.

In this session, Frank La Rocca, the Director of Financial Governance at Con Edison and former CIO of KeySpan Energy, will discuss how using Enterprise Portfolio Management gave him complete Financial Intelligence across a $2 billion portfolio and allowed him to adopt a dynamic re-investment model to continually optimize the capital spend and drive results.

Frank looks at:

  • Establishing a governance framework for increased financial intelligence

  • Changing the culture and gaining top-down buy-in

  • Building a credible PMO

  • Establishing a “Sweep Process” to dynamically reallocate capital spend

  • Setting baseline metrics and tracking attainment

  • Delivering real bottom-line savings




 

Blumhorst

11:30am-12:30pm

Translating IT Portfolio Value to the Business

David Blumhorst, Vice President of Solutions and Services, Daptiv

This session will focus on how business stakeholders typically view and assess the IT Portfolio, as well as fundamentals for how IT can more effectively elevate the visibility and value perception of IT investments, teams and performance. David Blumhorst is a veteran business and IT practitioner that’s held leadership positions on both sides of the enterprise and will provide views, best practices and immediately actionable strategies that IT leaders can implement to provide better visibility, insight and appreciation for the ROI of the IT Portfolio to their business/operations counterparts and organizationally.

Session attendees will takeaway practical ideas and best practices for making the IT Portfolio contributions more:

  • visible and consumable at the executive enterprise level

  • measurable in strategic organizational terms

  • tangibly reportable in business-friendly formats

  • verifiable in key metrics such as sustainability, capabilities and return on investment.


     


12:30pm - 1:30pm Luncheon

Shapiro

1:30pm-2:30pm

How to Determine the ROI of Your PMO

Richard Shapiro, Digital Celerity Engagement Manager and Former Vice President of the Clarity Global User Community

A well designed and equipped PMO implementation can provide significant project and business cost savings, through more successful on-time projects.

The design of a PMO involves ensuring that it is placed in an organizational structure which gives it overall visibility to all work efforts throughout the enterprise and has the ability to impact the management of projects of all types. Project work should be inclusive of new efforts (both large and small) as well as ongoing “support” type work which can consume significant resource capacity.

Proper tools for a PMO include an enterprise wide Portfolio Project Management system, document sharing capabilities and access to a variety of analytical tools to ensure robust reporting of work effort status.
PMO implementations can provide ROI via significant cost savings in several areas:

  • Eliminating redundant projects and resource vacuums. PMOs facilitate the examination of the entire project portfolio, allowing the organization to identify and get rid of redundant projects, as well as projects that don't contribute to the key business goals of the organization.

  • More efficient resource allocation. The organization gets better visibility into the true resource needs of projects, and can allocate resources to the most important projects via a portfolio management process implemented by the PMO.

  • Avoiding the repetition of common, costly project mistakes or errors. PMOs provide methodology standards for multiple projects, training for new project managers, knowledge sharing activities, etc. This standardization and coordination can also result in significant time savings across the organization.
    Indirect benefits can also be substantial. When a PMO provides project reviews and coaching, best practice standards for management and development processes, and similar services, projects can finish faster and are more likely to be on target with customer needs.



2:30pm - 3:00pm - Refreshment Break

Yager

3:00pm-4:00pm

Establishing a Foundation of Supporting Behavior and Buy-In

Michael Yager, Senior Manager, Social Learning, Planview

This session will focus on the importance of establishing and maintaining an elevated focus related to IT Portfolio Management.

Topics discussed will include:

  • Laying the foundation for change through the establishment of common goals

  • Fostering Communities of Practice

  • Empowering Leaders

  • Maintaining momentum


McClain

McJoynt

Peckham

Dargis

4:00pm-5:00pm

Panel Discussion:  Portfolio Management: Creating Resiliency for a Rapidly Changing Business Landscape

Moderator:
Tony McClain, Client Partner, Geneca
Panelists:
Amy McJoynt, Senior Director - Consulting Business Technology, Aon Hewitt
Misty-lyn Wogstad, Manager, Product Development, FTD
Christopher Peckham, Vice President, Operations & Technology, Project Standards Group, The Northern Trust
Gint Dargis, Former Director - Global Process (PMO), Johnson Controls
and other professionals from IT departments

The move to digital has brought opportunity and change. IT is no longer just part of the business – it is the business. As more companies come to terms with this, the influence and impact of the PMO will be tested. This session discusses how the PMO can rapidly re-assess and adapt the organizational portfolio to respond to changing business needs. Special focus will be given to the three fundamental drivers of organizational change: People, Process and Culture.








 

Day 2: March 20, 2014: Break Out Sessions with Facilitators

 

Day 2 will have two concurrent sessions running in separate rooms.


Session A Session B
9:00-10:00am The Cultural Shift to Implement and Grow a PMO
Natalie Born, Director, IT PMO Center of Excellence, IHG
Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)
Sameer Sawant, IT Director, CNA Insurance
10:00-10:30am Refreshment Break
10:30-11:30am Organizational Culture and Its Impact on the IT Portfolio
Joel Basgall, CEO, Geneca
Is Your Portfolio Management Solution Answering the Right Questions?: A Decision-based Approach to Designing Your Portfolio Management Solution
Jerod Buckel, Senior Solution Architect, WinMill Software
11:30am-12:30pm The Building Blocks of Headcount Management
Taylor Dubois, Vice President; PMO Consultant, Bank of America

Presented by PDWare
Defining and Implementing Strategic Business Drivers
Biju Misra, Director, Information Technology, Enbridge Gas
12:30-1:30pm Lunch
1:30-2:30pm Business Engagement in IT Portfolio Management
Jennifer Ciolino, Director IT Portfolio Management, Grant Thornton
Finding Your "Secret Sauce" for Strategy, Governance, and Portfolio Management
Susan Malisch, Vice President - CIO, Loyola University Chicago
2:30-3:00pm Refreshment Break
3:00-4:00pm Managing IT as an Investment Portfolio, Portfolio Management & Tools
Joe Thykattil, Management Consultant, former IT Manager at Exelon Corporation
Growing the IT Portfolio Manager Role
Claude Scher, Portfolio Manager, MillerCoors
4:00-5:00pm Open Networking

 

8:00am - 9:00am - Registration and Continental Breakfast

9:00am-10:00am A

Born

 The Cultural Shift to Implement and Grow a PMO

Natalie Born, Director, IT PMO Center of Excellence, IHG

Several organizations are finding that they have the need for a PMO and the project management capability, if they are going to address the strategic vision of their organization. They also understand that project processes must be delivered in a consistent manner across the organization regardless of the delivery vehicle (agile, iterative, or waterfall). Given you can stand up a consistent framework that most will agree to, you then have to make a culture shift in the minds and hearts of the people. This will be a conversation about driving organizational change and change management within technology organizations that are highly matrixed.

Key Takeaways:

  • Effective methods for quickly standing up a new PMO

  • Change management and the impact it has on an organization

  • Ensuring “best practice” does not become “bad practice” through applying organizational and cultural relevance

  • Changing the way the organization views project management





9:00am-10:00am B

Sawant

Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)

Sameer Sawant, IT Director, CNA Insurance

Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)
IT Departments are being challenged to lead the agile enterprise movement while providing high level of service. The overall delivery responsibilities are increasing in complexity with significant financial accountability. Some of it is being managed by restructuring through role separation, application portfolio rationalization and managed service implementation.

The audience of this session will understand the current state of delivery models with role separation based on different types of work and how strategy, planning, delivery and governance varies for each of these types in both insourced and outsourced models.

Content that will be covered willl include:

  • Process Improvement (Lean) and Managed Services Driving Role Based Delivery Organizations

  • Innovation Vs Run The Business Vs Keep The Lights On – Its Impact on Teams

  • Different Business Scenarios – Corporate Goals and Sourcing Model

  • Example Framework – Different Types of Work and the Respective Process Flows

  • Work Intake, Monitoring and Measurement Tools

  • Q&A

 

10:00am -10:30am - Refreshment Break

Basgall

10:30am-11:30am A

Organizational Culture and Its Impact on the IT Portfolio

Joel Basgall, CEO, Geneca

In this session, attendees will be provided with insights on the role culture plays in shaping high performance delivery teams and how culture impacts the organizational portfolio of projects.





10:30am-11:30am B

Buckel

Is Your Portfolio Management Solution Answering the Right Questions?: A Decision-based Approach to Designing Your Portfolio Management Solution

Jerod Buckel, Senior Solution Architect, WinMill Software

Whether you are beginning the implementation of IT Portfolio Management or if you are living in your IT Portfolio Management solution, this presentation will highlight a strategic approach for a decision-based design of your Portfolio Management solution and discuss tactics and examples of how this approach has been applied to the implementation of IT Portfolio Management.

From this presentation, attendees will:

  • Understand and be able to describe the decision-based approach to Portfolio Management solution design.
  • Understand and be able to describe how the decision models of the Portfolio Management solution evolve with maturity.
  • Have concrete examples of Portfolio Management decisions and questions by organizational roles and levels of hierarchy.

Content of the presentation include:

  • Introduction of the star model and explanation of the decision-based approach for Portfolio Management solution design.
  • Description of how the decision and question model set the measurable value metrics for a Portfolio Management solution and evolve with maturity.
  • Review examples of real-world implementation challenges and the use of the decision-based approach to respond to these challenges.
  • Typical decision models by organizational roles and levels of hierarchy.



 

11:30am-12:30pm A

Dubois

The Building Blocks of Headcount Management

Taylor Dubois, Vice President; PMO Consultant, Bank of America Presented by PDWare

Within organizations of every size, operating within a constantly evolving business and industry landscape is a daunting task. It requires the need to properly resource current staff, while remaining elastic and scalable to adapt to future needs.

In this session, we will cover the basics of Resource Capacity Management, as implemented within a large technology organization spanning thousands of globally dispersed resources. Attendees will learn the basic principles of Capacity, Demand, Utilization, strategies for managing these plans, and how to balance them with your budget in both the short and long term.





11:30am-12:30pm B

 

Defining and Implementing Strategic Business Drivers

Biju Misra, Director, Information Technology, Enbridge Gas 

Organizations continue to be challenged in leveraging technology to achieve business outcomes and getting the maximum benefits from their technology investments. The absence of linkage between business strategy and technology is generally the root cause of this problem. It is beneficial to have a broader view and take a portfolio approach driven by the development and execution of a Business & Technology roadmap. This presentation will discuss the development of a roadmap and how it can drive a Business & IT portfolio that has clear linkages to business strategy and outcomes. The key take away points will be:

  • How to develop a Business & Technology Roadmap
  • How to develop a IT portfolio plan from the roadmap
  • How to govern the execution of the roadmap and the portfolio plan
  • The benefits and the drawbacks of this approach

 

12:30pm - 1:30pm Luncheon

1:30pm-2:30pm A

Ciolino

Business Engagement in IT Portfolio Management

Jennifer Ciolino, Director IT Portfolio Management, Grant Thornton

Topics include:

  • Initiating and continuing the engagement with business leaders in the prioritization of technology investment
  • Approach to prioritization, including sub-portfolios and those spending allocations for meeting differing business needs
  • The creation of our business capability map and strategic roadmaps and how those drive investment decisions

 

1:30pm-2:30pm B

Malisch

Finding Your "Secret Sauce" for Strategy, Governance, and Portfolio Management

Susan Malisch, Vice President - CIO, Loyola University Chicago 

A good portfolio management process should be a cohesive ingredient to the strategy and governance plan that is applied in most organizations. The “Secret Sauce” is finding the right fit for your company so that you have a suite of processes and communication mechanisms that inspire confidence and provide reliable and timely information in meaningful ways. Loyola University Chicago has a right fit approach that has evolved and matured over time. In this session, you will see real examples and templates for how this can be done to support your efforts in benchmarking, funding, portfolio prioritization and overall governance and leadership for IT.





2:30pm - 3:00pm - Refreshment Break

Thykattil


3:00pm-4:00pm A

Managing IT as an Investment Portfolio, Portfolio Management & Tools

Joe Thykattil, Management Consultant, former IT Manager at Exelon Corporation

Managing IT as an investment portfolio provides full transparency into the cost of IT for business leaders focused on the bottom line. IT services need to be framed as a supply chain operation in order to answer the following questions: How much does it cost to deliver and produce IT? How do we operate our services? Are we competitive? Once IT services are framed with costs and service levels, internal business units can choose their utility needs with bottom-line costs as part of the strategy. Tools are available to integrate the Cost of IT with Asset Management systems that allow IT leaders to view exact levels of benefits and identify any inefficiencies and also the best performers of the IT Investment Portfolio.

  • Why is it important to determine the Cost of IT?
  • Strategy and tools to assist firms in determining a standard approach do determine the Cost of IT?
  • How to transform your IT enterprise from a traditional IT business model to a business services model.
  • Who’s your competition when internal clients look at funding IT solutions?
  • Strategies for staying competitive and providing a comparative advantage.

 





3:00pm-4:00pm B

Scher

Growing the IT Portfolio Manager Role

Claude Scher, Portfolio Manager, MillerCoors

Many of us got into a IT Portfolio Management role either by choice or by accident. After you finally have a grasp and some controls around the projects that are running and the key reports your management wants to see it can start to feel like something is missing. You can see that there are opportunities out there to grow your role or the PMO organization as a whole. Leveraging his experiences Claude will discuss frameworks and standards that are available to Portfolio Managers today and how to make best use of them. He will also point attendees to valuable online resources.




4:00pm-5:00pm

Open Networking

 


 

 


Conference Price is $769.00 per person

Register

Each attendee will receive a certificate awarding 14 CPE credits for CISSP continuing education, in addition to 1.4 CEUs and 14 PDUs. CISSP is a registered certification mark of (ISC)², Inc.

 

Exhibits

 

As is always the case at CAMP IT Conferences events, the talks will not include product presentations.  During the continental breakfast, coffee breaks, and the luncheon break you will have the opportunity to informally meet representatives from the following sponsoring companies, who have solutions in the area of the conference.