IBM Software Group IBM Rational Portfolio Manager 2004

IBM Software Group | Rational software Agenda § Business On Demand & The Software Development Platform § The Project Portfolio Management Challenge § Introduction to IBM Rational Portfolio Manager § Integrated Toolset – Rational Portfolio Manager and Team Unifying Platform § Project and Portfolio Management Services § Summary 2

IBM Software Group | Rational software Project portfolio management … aligns projects and resources with business priorities. It is about planning and managing projects individually and as a comprehensive portfolio of assets which must meet enterprise objectives Business & IT Leadership IT & Development Teams Project Management Prioritize enterprise investments, balance efforts per risk & return Collaborate, communicate, and execute project efforts Plan, scope, schedule, monitor, measure and report Business Alignment and Control 3

IBM Software Group | Rational software Key issues in portfolio management Symptoms and root causes Symptom Root Cause Achieving the Business Vision Perception of IT as delivering no value IT initiatives not aligned to critical needs of the business Duplicate or conflicting initiatives No collaborative planning across projects More time is spent reviewing that building No tracking (roll-ups) across projects Low-value or “pet” projects consume resources All projects are deemed “priority one” Repeatable Project Execution Misunderstood responsibilities Lack of project and development process Unpredictable results The only repetition is re-invention Redundant work No common process or asset sharing Dysfunctional teams Ad hoc PM processes 4

IBM Software Group | Rational software Project portfolio management processes § Manage portfolios - achieve the business vision 4 Align priorities, projects and resources with business priorities to meet organizational needs § Manage scope - deliver business value 4 Seamlessly evolve idea’s, proposals, initiatives, and/or requirements to measurable programs and projects § Manage work - plan a balanced approach 4 Plan, cost, budget, resource, schedule, and report on programs, projects, procurements § Manage resources - optimize your staffing profile 4 Utilize staffing profiles for effective resource assignments and comprehensive capacity planning § Manage financials - regulate your financial health 4 Manage charge of accounts with time keeping, expense and capital expenditure tracking § Manage exceptions - react to changing needs 4 Capture, quantify, assign, collaborate and communicate, and track actions, issues, risk, constraints, opportunities, and changes in a workflow model § Manage quality - track the expected results 4 Ensure customer priorities get the attention they deserve with the right process execution 5

IBM Software Group | Rational software Connecting business, development and operations Prioritize, plan, manage, measure Business Align with Strategies, Make Investment Decisions Project Portfolio Management Prioritize, Plan, Manage, Measure Application Lifecycle Management Build, Run and Manage Software Assets IT 6

IBM Software Group | Rational software Agenda § Business On Demand & The Software Development Platform § The Project Portfolio Management Challenge § Introduction to IBM Rational Portfolio Manager § Integrated Toolset – Rational Portfolio Manager and Team Unifying Platform § Project and Portfolio Management Services § Summary 7

IBM Software Group | Rational software Introducing IBM Rational Portfolio Manager Aligning Priorities, Projects, and People IT & Executive Leadership Project & Program Managers Practitioners Development Environment ü Balance portfolios, prioritize investments ü Align resources with strategic enterprise objectives ü Make timely, informed decisions based on accurate project data ü Ensure best practices are repeated for all management processes ü Input and track time and expense ü Leverage reusable process templates for collaboration and communication ü Generate accurate, objective status data 8

IBM Software Group | Rational software Does your organization look like this? 9

IBM Software Group | Rational software Introduce Rational Portfolio Management Integrated capabilities with built in process support Scope Management Proposal Management Portfolio Management Resource Management Project Management Work Management Time & Expense Tracking Exception Management Service Request Management Issues Management 10

IBM Software Group | Rational software A role-based project portfolio management solution IT & Executive Leadership Achieve the Business Vision Deliver Business Value Plan a Balanced Approach Program/Project Managers Optimize Your Staffing Profile Regulate Your Financial Health React to Changing Needs Track the Expected Results Practitioners 11

IBM Software Group | Rational software CEO’s and CFO’s § Visualize IT project and asset integrity 4 View you enterprise investments 4 Evaluate your IT assets 4 Know how IT projects contribute to shareholder value 4 Attest to the effectiveness of internal controls for financial reporting § Optimize IT investments 4 Treat IT assets as financial assets 4 Know where the money is being spent 4 Sustain a steady flow of new project champions 12

IBM Software Group | Rational software CIO’s and CTO’s § Increase IT business efficiency § Align IT investments with business goals § Improve IT customer satisfaction § Create a competitive advantage through IT investments § Control IT costs 13

IBM Software Group | Rational software Program/Project Managers and Team Practitioners § Consistently plan, execute, and manage projects § Match the right skills, to right job, at the right time § Address issues and risks before they impact the project § Make time and expense entry part of the process Staffing Profiles Repository 14

IBM Software Group | Rational software IBM Rational Portfolio Manager: Concept and value Integrate business insight § Align IT efforts with business impact § Leverage management best practices § Equip the team to work effectively together § Accurately scope projects Insight & IBM Rational Portfolio Manager Analysis of IT products Investments Rational Portfolio Manager Console Rational Portfolio Manager Time and Expense Align priorities, projects, and people Portfolio Management Alignment Organize, Govern, Communicate Project Templates, Monitoring Project Management Scope, Schedule, Resources, Financials Accounting, schedule, Resource Project & workflow management Document Management Monitor Scope Track Time Report Costs 15

IBM Software Group | Rational software Agenda § Business On Demand & The Software Development Platform § The Project Portfolio Management Challenge § Introduction to IBM Rational Portfolio Manager § Integrated Toolset – Rational Portfolio Manager and Team Unifying Platform § Project and Portfolio Management Services § Summary 16

IBM Software Group | Rational software Connecting business, development and operations Prioritize, plan, manage, measure Business Align with Strategies, Make Investment Decisions Project Portfolio Management Prioritize, Plan, Manage, Measure Application Lifecycle Management Build, Run and Manage Software Assets IT 17

IBM Software Group | Rational software Portfolio Manager & Rational Team Unifying Platform Align business and technology Portfolio Perspective ü Analyze portfolios ü Track financials ü Manage resources ü Plan and schedule work ü Perform reviews ü Share project documents ü Status tracking - Scope, risks, exceptions ü Real-time reporting ü Change management ü Process optimization ü Requirements and analysis ü Test management ü Workflow management ü Lifecycle traceability ü Asset management ü Metrics Development Perspective Technical Challenges Business Challenges Portfolio Manager Team Unifying Platform 18

IBM Software Group | Rational software Agenda § Business On Demand & The Software Development Platform § The Project Portfolio Management Challenge § Introduction to IBM Rational Portfolio Manager § Integrated Toolset – Rational Portfolio Manager and Team Unifying Platform § Project and Portfolio Management Services § Summary 19

IBM Software Group | Rational software Business Partner overview § Rational slide to include collection of partner logos for a given region or a catalogue list view of capabilities § Slide slot for partner to enter their service offering on a joint sales call with Rational team. 20