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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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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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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
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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.
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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%
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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%
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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%
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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%
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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
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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…
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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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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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