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Project Benefits Reporting Info-Tech Research Group, Inc. is a global leader in providing IT research and advice.Info-Tech’s products and services combine actionable insight and relevant advice withready-to-use tools and templates that cover the full spectrum of IT concerns.© Info-Tech Research Group Inc. Sample Report

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Page 1: Project Benefits Report - s3-eu-west-1.amazonaws.com

Project Benefits Reporting

Info-Tech Research Group, Inc. is a global leader in providing IT research and advice.Info-Tech’s products and services combine actionable insight and relevant advice withready-to-use tools and templates that cover the full spectrum of IT concerns.© Info-Tech Research Group Inc. Sample Report

Page 2: Project Benefits Report - s3-eu-west-1.amazonaws.com

Projects Benefits Reporting

FASTER AND MORE EFFECTIVE COMPLETION OF IT PROJECTS

Report on your team’s success for each completed project. Collect feedback from sponsors, users impacted, and the project team on real benefits delivered.

Collect Project Feedback. Get short project evaluations from Sponsors, Impacted Users and the Project Team in less than 5 minutes.

Improve Project Delivery. Ensure intended value is being delivered and use feedback reports to improve project management practices.

Communicate Benefits Created. Document and share the business value created by IT to increase your profile and build confidence with key stakeholders.

Collect IT Project Feedback & Measure Benefits

infotech.com/projects

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Page 3: Project Benefits Report - s3-eu-west-1.amazonaws.com

Update Reimbursement Software - Project Benefits Report

City of HawkinsThis document was prepared by Info-Tech Research GroupData is comprised of 14 responses, including responses by:

4 Sponsors | James Hopper, Joyce Byers, Bob Newby, Randi Amaral3 Project Team Members | Dustin Henderson, Mike Wheeler, Lucas Sinclair7 Impacted Users | Martin Brenner, Jonathan Byers, Billy Hargrove, Steve Harrington, Will Byers, Max Mayfield, Erica Sinclair

14Responses

Page 4: Project Benefits Report - s3-eu-west-1.amazonaws.com

Table of Contents

Impacted User Scorecard 3

Sponsor Scorecard 4

Comparison by Role 5

Custom Satisfaction Scorecard 6

Value Estimate 7

Impacted User Comments 9

Sponsor & Project Team Comments 10

How to Use This Report

The Project Benefits Report is designed to help you collect 360 degree feedback on the success of thisIT project, including responses from:

• Business Sponsors• Impacted Users• The Project Team

Use this report to confirm that this project successfully delivered its intended business value and wasmanaged and rolled out effectively. Assess which elements were more and less effective and use thisinformation to determine how you can implement management practices to execute more effectively onfuture projects.

Evaluations in this report and segmented by respondent role. The report also contains open-endedfeedback from respondents. Use this information to uncover particular strengths, issues, pain points,then follow up with respondents as appropriate.

Once you have consumed the report, Info-Tech recommends the following discretionary steps:

1. Share Results with Your Project TeamWalk through this report with your team. Beyond understanding the data, communicating theimportance of measuring and improving business satisfaction with project delivery.

2. Communicate Results and Planned Action with Business LeadersShare this report with your business sponsor(s). Highlight key issue areas, proposed solutions,and get direction on goals and issues to address.

3. Execute Targeted Project Management ImprovementsPull together improvement initiatives from your team, sponsors and users. Create plans forundertaking them and have your team begin to execute them.

4. Repeat this Program as Needed for Your Project PortfolioComplete this program as projects close to measure and communicate improvement, as well asreceive ongoing feedback.

Page 5: Project Benefits Report - s3-eu-west-1.amazonaws.com

Impacted User Scorecard7 Respondents

Project Description

To what degree will this project positivelyimpact the following benefit areas?

Update Reimbursement Software - Primary Benefit

Makes internal processesmore efficient/effective

Replace manual reimbursement process with Concur solution acrossthe organization.

85%Satisfied

No Impact Low Impact MediumImpact

High Impact

Project ImportanceTo what degree do you believe that this wasan important project worth being prioritized?

85%Importance

Frontline

99%Satisfied 0% 0% 33% 66%

Managers

100%Satisfied 0% 0% 100% 0%

Senior Management

0%Satisfied 0% 100% 0% 0%

VeryUnimportant

SomewhatUnimportant

SomewhatImportant

VeryImportant

N/A

Value DeliveredHow satisfied are you with the value deliveredby this project?

84%Satisfied

Frontline

100%Satisfied 0% 0% 0% 100%

Managers

100%Satisfied 0% 0% 100% 0%

Senior Management

0%Satisfied 0% 100% 0% 0%

VeryDissatisfied

SomewhatDissatisfied

SomewhatSatisfied

VerySatisfied

N/A

Training & CommunicationHow satisfied are you with the training andcommunication provided for this project?

100%Satisfied

Frontline

100%Satisfied 0% 0% 66% 33%

Managers

100%Satisfied 0% 0% 33% 66%

Senior Management

100%Satisfied 0% 0% 100% 0%

VeryDissatisfied

SomewhatDissatisfied

SomewhatSatisfied

VerySatisfied

N/A

14%

71%

14%

14%

57%

28%

14%

42%

42%

57%

42%

UPDATE REIMBURSEMENT SOFTWARE - PROJECT BENEFITS REPORT / CITY OF HAWKINS

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Page 6: Project Benefits Report - s3-eu-west-1.amazonaws.com

Sponsor Scorecard4 Respondents

Project Description

To what degree will this project positivelyimpact the following benefit areas?

Update Reimbursement Software - Primary Benefit

Makes internal processesmore efficient/effective

Replace manual reimbursement process with Concur solutionacross the organization.

100%Effective

No Impact Low Impact MediumImpact

High Impact

Project ImportanceTo what degree do youbelieve that this was animportant project worthbeing prioritized?

100%Important

VeryUnimportant

SomewhatUnimportant

SomewhatImportant

VeryImportant

N/A

Value DeliveredHow satisfied are you withthe value delivered by thisproject?

100%Satisfied

VeryDissatisfied

SomewhatDissatisfied

SomewhatSatisfied

VerySatisfied

N/A

Training & CommunicationHow satisfied are youwith the training andcommunication providedfor this project?

50%Satisfied

VeryDissatisfied

SomewhatDissatisfied

SomewhatSatisfied

VerySatisfied

N/A

Project Outcomes

Budget Adherence

100%Satisfied 0% 0% 75% 25%

Delivered On Time

100%Satisfied 0% 0% 75% 25%

Met Business Objectives

100%Satisfied 0% 0% 75% 25%

VeryDissatisfied

SomewhatDissatisfied

SomewhatSatisfied

VerySatisfied

N/A

Project Management Effectiveness

Team Communication 100%Satisfied

Oversight and Approval Process 100%Satisfied

Responsiveness to Change 100%Satisfied

Development Efficiency 100%Satisfied

Solution Design and Approach 100%Satisfied

Overall Project Management 100%Satisfied

Requirements Understanding & Capture 75%Satisfied

0% 0% 100% 0%

0% 0% 75% 25%

0% 0% 50% 50%

0% 0% 75% 25%

0% 0% 75% 25%

0% 0% 75% 25%

0% 25% 75% 0%

VeryIneffective

SomewhatIneffective

SomewhatEffective

Very Effective

75%

25%

100%

75%

25% 25%

25%

50%

UPDATE REIMBURSEMENT SOFTWARE - PROJECT BENEFITS REPORT / CITY OF HAWKINS

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Page 7: Project Benefits Report - s3-eu-west-1.amazonaws.com

Overall Satisfaction

Project Importance

Value Delivered

Training & Communication

Project Outcomes

Meets Objectives

Delivered On-Time

Budget Adherence

Project Management Effectiveness

Overall Project Management

Solution Design and Approach

Development Efficiency

Requirements Understanding & Capture

Responsiveness to Change

Oversight and Approval Process

Team Communication

Sponsors 4 Respondents

100%Satisfied

100%Satisfied

50%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

75%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

0% 0% 0% 100%

0% 0% 75% 25%

25% 0% 25% 50% 0%

0% 0% 75% 25%

0% 0% 75% 25%

0% 0% 75% 25%

0% 0% 75% 25%

0% 0% 75% 25%

0% 0% 75% 25%

0% 25% 75% 0%

0% 0% 50% 50%

0% 0% 75% 25%

0% 0% 100% 0%

Project Team 3 Respondents

66%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

100%Satisfied

33% 0% 0% 33% 33%

0% 0% 33% 66%

0% 0% 33% 66%

0% 0% 33% 66%

0% 0% 66% 33%

0% 0% 33% 66%

0% 0% 66% 33%

0% 0% 0% 100%

0% 0% 0% 100%

0% 0% 0% 100%

0% 0% 0% 100%

0% 0% 66% 33%

0% 0% 100% 0%

Impacted Users 7 Respondents

85%Satisfied

84%Satisfied

100%Satisfied

Project Benefits

Update Reimbursement Software - Primary Benefit

Makes internal processes moreefficient/effective

0% 14% 57% 28%

0% 14% 42% 42%

0% 0% 57% 42%

Sponsors Users

100% 85%

Comparison by Role

75%

25%14%

71%

14%

UPDATE REIMBURSEMENT SOFTWARE - PROJECT BENEFITS REPORT / CITY OF HAWKINS

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Page 8: Project Benefits Report - s3-eu-west-1.amazonaws.com

Custom Satisfaction Questions VeryDissatisfied

SomewhatDissatisfied

SomewhatSatisfied

VerySatisfied

N/A

Software Ease of Use

85%

Software Functionality

99%

Timeliness of New Process

99%

14%

14%

71%

42%

57%

42%

57%

UPDATE REIMBURSEMENT SOFTWARE - PROJECT BENEFITS REPORT / CITY OF HAWKINS

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Page 9: Project Benefits Report - s3-eu-west-1.amazonaws.com

Should be dramatically faster/easier than the old processDustin Henderson

Should be good I guessMike Wheeler

Useful project for employeesLucas Sinclair

Value EstimateTotal Project Cost

$96,000 Project Break-Even

$100kBenefitEstimate

Very worthwhile initiative. This will savea ton of time for our finance resourcesand cut time to reimbursement in half.

James Hopper

$96kBenefitEstimate

We are already hearing that the newsoftware is much easier than the oldprocess. My staff are spending muchless time on expenses and can do it

Bob Newby

$75kBenefit

EstimateRandi Amaral

$50kBenefit

Estimate

Modernizing our reimbursementprocess has been an employee concernwe have had on our radar for a longtime but I am worried that from what I

Joyce Byers

UPDATE REIMBURSEMENT SOFTWARE - PROJECT BENEFITS REPORT / CITY OF HAWKINS

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Page 10: Project Benefits Report - s3-eu-west-1.amazonaws.com

Impacted User CommentsSenior Management

Martin Brenner

CommentsPrioritize work that helps us grow the business

Project Importance

Value Delivered

Training & Communication

Makes internal processes…

Management

Jonathan Byers

CommentsTraining was good. The team seems happy with this, thank you.

Project Importance

Value Delivered

Training & Communication

Makes internal processes…

Management

Billy Hargrove

CommentsSeems like a step in the right direction but should really be fasterturnaround times.

Project Importance

Value Delivered

Training & Communication

Makes internal processes…

Management

Steve Harrington

CommentsSo far so good but might be too early to say. No one on my team has hadany of their expenses paid out under the new system, but they seemed tolike the process so far.

Project Importance

Value Delivered

Training & Communication

Makes internal processes…

Front Line

Will Byers

CommentsSo awesome -- I hated the old process. Very excited to see that we arefinally doing this!!!!

Project Importance

Value Delivered

Training & Communication

Makes internal processes…

Front Line

Max Mayfield

CommentsWay better than the old way but is not as intuitive as it could be. It asks abunch of questions that we never used to have to answer. It doesn't taketoo long, but it is kind of a pain. I wish someone had asked us about it.

Project Importance

Value Delivered

Training & Communication

Makes internal processes…

Front Line

Erica Sinclair

CommentsThanks for all the work here, it's great to see this live!

Project Importance

Value Delivered

Training & Communication

Makes internal processes…

UPDATE REIMBURSEMENT SOFTWARE - PROJECT BENEFITS REPORT / CITY OF HAWKINS

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Benefits

Makes internal processes more efficient/effec…

Project Outcomes

Project Importance

Value Delivered

Training & Communication

Met Business Objectives

Delivered On Time

Budget Adherence

Project Management Effectiveness

Overall Project Management

Solution Design and Approach

Development Efficiency

Requirements Understanding & Capture

Responsiveness to Change

Oversight and Approval Process

Team Communication

Business Sponsor

James Hopper

CommentsThe project went well overall. A little less hand-holding wouldhave been nice.

Business Sponsor

Joyce Byers

CommentsMore training more training more training. I'm not sure ifConcur was the best option to go with but since we are herewe really need to make sure that we document workflows andanswer employee questions.

Business Sponsor

Bob Newby

CommentsWithout faster pay i think we missed a key objective. The teamneeds to be better documenting and understanding what weneed on our side

Project Team

Dustin Henderson

CommentsNice job on this one team. I think there is opportunity to tightenup our scrums so that they are faster and more on point, butthat is nit-picky.

Sponsor & Project Team CommentsUPDATE REIMBURSEMENT SOFTWARE - PROJECT BENEFITS REPORT / CITY OF HAWKINS

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Page 12: Project Benefits Report - s3-eu-west-1.amazonaws.com

Benefits

Makes internal processes more efficient/effec…

Project Outcomes

Project Importance

Value Delivered

Training & Communication

Met Business Objectives

Delivered On Time

Budget Adherence

Project Management Effectiveness

Overall Project Management

Solution Design and Approach

Development Efficiency

Requirements Understanding & Capture

Responsiveness to Change

Oversight and Approval Process

Team Communication

Project Team

Mike Wheeler

CommentsWork is sitting in QA too long.. we need to get approvals fasterif we want to get work out the door faster

Project Team

Lucas Sinclair

CommentsWent pretty well I think

Business Sponsor

Randi Amaral

CommentsN/A

Sponsor & Project Team CommentsUPDATE REIMBURSEMENT SOFTWARE - PROJECT BENEFITS REPORT / CITY OF HAWKINS

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