Revenue Project Management Integrating Revenue Project Management Dave

Introductions • • • Gina Davidovic, PMP Senior Partner of Bay 3000 Corporate Education

Revenue Project Management™ 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 3

What to Expect Today • • • RPM Intro RPM Principles RPM Benefits RPM

RPM Principles • • • P 1: Integration through iteration (start small) P 2:

RPM Benefits • • B 1: PMO project expense recovery B 2: Revenue from

RPM Background • 1100+ GTA clients (Banks, Microsoft, …) • Operating since mid 80’s

RPM Case Study 1 • Price. Metrix expectations (since 2000): • Help launch start-up

RPM Case Study 2 • HSFX expectations (2007): • “Looking to achieve a level

RPM FAQ 1. RPM recovers up to 45% of total project expenses from a

RPM FAQ 1 • With a little extra work your PMO, project, portfolio or

RPM FAQ 2 • RPM integrates your PMO with a revenue generating model including

RPM FAQ 3 • RPM draws financial metrics using your PM methodology and Microsoft

Wrap Up • • RPM Principles RPM Benefits RPM Background RPM Case Study 1(Past)

Revenue Project Management™ • Next Steps • Questions? • dave. dsilva@imsg. ca www. revenueprojectmanagement.

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Revenue Project Management™ Integrating Revenue & Project Management Dave D’Silva, PMP Intelligent Management Solutions Group www. imsg. ca Presented Aug 22, 2007 at the www. mpa-gta. com

Introductions • • • Gina Davidovic, PMP Senior Partner of Bay 3000 Corporate Education www. bay 3000. com Regular invited speaker at local and international conferences including PMI Seminars World and PMI's Asia Pacific Congress Chair of the PMOLIG (PMO Local Interest Group) Pg. MP Preparation - Author and Instructor Managing Sponsor of the 2007 Canadian Project Excellence Awards and Conference www. cpex. ca 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 2

Revenue Project Management™ 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 3

What to Expect Today • • • RPM Intro RPM Principles RPM Benefits RPM Background RPM Case Study 1(Past) RPM Case Study 2 (In progress) RPM FAQ 1 – 3 RPM Wrap Up RPM Next Steps 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 4

RPM Principles • • • P 1: Integration through iteration (start small) P 2: Holistic yet isolative (best of both) P 3: Revenue, PM & Accounting (triple) P 4: Methodology with MS Tools (EPM) P 5: Best practices (local and industry) P 6: Win win (abundance principle) 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 5

RPM Benefits • • B 1: PMO project expense recovery B 2: Revenue from projects (PMO profit) B 3: Business innovation (patents) B 4: Operational excellence as a result of integration of PM, accounting and business strategy • B 5: Performance Management (metrics) • B 6: Simplify (integration of methodology and software tools) 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 6

RPM Background • 1100+ GTA clients (Banks, Microsoft, …) • Operating since mid 80’s incorporated 1994 (training, consulting & development) • Revenue intelligence & project management • Case Study 1: Price. Metrix, Toronto, a wealth management firm for brokerages • Case Study 2: High Speed FX, Waterloo, a rural broadband Internet Provider serving 40, 000 sq km (northern half of the 519 area code) 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 7

RPM Case Study 1 • Price. Metrix expectations (since 2000): • Help launch start-up brokerage revenue management firm (charter client: Scotia. Mc. Leod) • Ongoing recovery of project expenses • Create expert system technology • Create business patents • Status: Accomplished 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 8

RPM Case Study 2 • HSFX expectations (2007): • “Looking to achieve a level of operational excellence that only the integration of business strategy, PM, and accounting methodology/tools will provide. ” • David de Weerdt, CEO • Status: In progress 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 9

RPM FAQ 1. RPM recovers up to 45% of total project expenses from a $5 B gov’t innovation fund, working as a parallel track 2. RPM integrates your PMO with a revenue generating model including performance management 3. RPM draws financial metrics using your PM methodology and MS EPM tools 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 10

RPM FAQ 1 • With a little extra work your PMO, project, portfolio or program, recovers up 45% innovation (Project) tax credit • Found in Canada, the U. S. and Europe, in Canada, it is known as SR&ED (Scientific Research and Experimental Development) • Currently $5 B (trouble giving it away) 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 11

RPM FAQ 2 • RPM integrates your PMO with a revenue generating model including performance management 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 12

RPM FAQ 3 • RPM draws financial metrics using your PM methodology and Microsoft EPM tools • PMP, Pg. MP, PRINCE 2, home grown methodologies, etc. • MS Project Server, Portfolio Server, etc. http: //www. microsoft. com/ business/epm. aspx 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 13

Wrap Up • • RPM Principles RPM Benefits RPM Background RPM Case Study 1(Past) RPM Case Study 2 (In progress) RPM FAQ 1 – 3 RPM Wrap Up 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 14

Revenue Project Management™ • Next Steps • Questions? • dave. dsilva@imsg. ca www. revenueprojectmanagement. com Next presented at the Canadian Project Excellence Awards www. cpex. ca Oct 2, 3, 2007 9/10/2020 2007 © Intelligent Management Solutions Group | imsg. ca 15