taking itpt from project tracking to project management
DESCRIPTION
Get an overview of what has been done and can be done to take the out-of-the-box IT project tracking object from a project tracking tool to a project management tool. See the power of imagining something and then make it real using the power of Cherwell Service Management.TRANSCRIPT
Jacob ChandlerSHSU
Jacob Chandler is the Associate Vice President for Enterprise Services and Project Management at Sam Houston State University. At SHSU, he has built a centralized Project Management Office within the Division of IT that covers projects such as business process improvement, event management, software development and deployments, infrastructure, and the IT portions of construction projects. He has designed and implemented a standard project intake, review, and execution process aligned with the PMI’s PMBOK.
“Taking ITPT from Project Tracking to
Project Management”
Mike Fuson of Excalibur Data Systems is a veteran of multiple ITSM toolsets. He has spent the past 20+ years working with customers to leverage their toolsets to improve their processes. He has been working with Cherwell since it's very early days on the market. He is a Cherwell Consultant and Instructor, and possesses every certification Cherwell has available and even a few he has made up. When he isn't working with a customer to make the Cherwell System do wild and crazy things, he is coming up with his next idea to make Cherwell do wild and crazy things.
Mike FusonExcalibur
Taking ITPT from Project Tracking to Project
Management
Jacob ChandlerAssociate Vice President for Enterprise Services and Project ManagementSam Houston State University
Mike FusonVice President and Cherwell ArchitectExcalibur Data Systems
Project Management @ SHSU
• Grassroots movement/• Disparate processes• Disorganized tools• Decentralized resource management• Inconsistencies in:
• Handoffs between PMs• User experiences with project process, PM responsibilities, • Project reporting• Term definitions
Our Approach
1. Centralize Project Managers2. Define High-Level, Standards-Based Process &
Artifacts3. Look for Improvements and Automation
possibilities
Build vs. Buy vs. Hybrid
• Needs:• PM Process
Management• Document Repository• Resource Management• Portfolio Management• Multiuser
• Build• Buy• Hybrid (Cherwell)
Next Steps for SHSU
• Refine ITPT to handle other situations and needs• Build portfolios• To aid reporting to campus executives
• Build additional project types• Automated tasks, one-steps, approvals
• Build Resource Allocation Model• Scoped and in Process with our Partner
What is the Challenge?
How can Cherwell help solve this Challenge?
• Put everything in one place.• No need for separate documents for every part
of the Process• As with everything in Cherwell, you can do it
YOUR way and it will be YOUR process.
How we did it in Cherwell
• Use ITPT OOTB as the base• Build out the process• The following represent a few different ITPT
expansions -- They are specific to customer processes
Project Overview
Project Overview
Charter
Meeting Minutes
Activity Details
Activity Details can feed an Excel Merge Document which creates a chart that looks like a Gantt Chart
Vendor Response Form using Cherwell Web Forms allows the Vendor to provide information without having to pass a file around
Classification
RACIS Matrix
Scope
Out of Scope
Requirements LOE
Project Members
Relating to Other Objects
• Incident/Service Request• Change• Release• Journals• Tasks• Whatever else you need for your Process
If you can Dream it, you can Build it in Cherwell
What does it take?• Imagination• Planning• Be creative
Use your imagination……..
What about……Time Sheets?Purchase Order Management?Facilities Management?Human Resource Tracking System?Training Management System?
Timesheets
What is next…….
Resource Allocation Model for SHSU
mApps (Anticipated by December 2014)• Project Management• Resource Allocation• Purchase Order• Time Entry
Special Thanks for allowing us to Share
Sam Houston State University
MedSolutions
QUESTIONS?
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