CA Technologies is changing the narrative with the next release of CA PPM

As a long time user of PPM technology, I have always been a big fan of CA PPM (Clarity).  The feature set is robust and it offers unparalleled configurability to the end user.  CA PPM is truly a platform that can be utilized to solve many more business issues and processes than just project and portfolio management.  The ability for businesses to leverage the power of the platform and to drive the key performance indicators of their individual needs makes it a market leader.  The architecture underneath CA PPM is a differentiator.  The ability to easily upgrade to the newest version without losing configurations and user settings has also made it a very attractive product.
There are a couple of key segments of the market to consider as well.  In my experience, only 10-15% of project managers on the market can write a fully resource loaded project schedule.  It is a skill that most project managers have not had the time to invest in learning.  The issue becomes the aggregation of data across an enterprise that is trying to leverage resource capacity and demand.  If the project managers are not resource loading the schedules, then a large disconnect can occur.  This has been an issue that many software vendors are trying to resolve.  CA PPM separates allocation from assignment to ease the burden for the organizations that want to allow mature and immature project schedules to be normalized and aggregated.  Again, a market leader.  The issue that CA PPM has always faced with their product is that the focus was on features, functions, and the maturity of their product allowed them to fall behind in the user interface.  This narrative has changed and CA PPM’s next release will absolutely change the market.
Some companies have utilized Workfront, Daptiv, or some of the newer solutions because of a modern interface.  What these systems lack in configurability, features, or functions have been outweighed by the ease of use factor in the product.  CA recognized this issue and tonight, unveiled their latest direction with the product.  Instead of chasing features or functionality, or even getting a laundry list of improvements requested by the end user, they invested a tremendous amount of resources in behavioral science.  They studied how humans interact with the product and why.  They extrapolated the data into some key findings and focused on those in a completely fresh look at the design of the product.  By focusing on personas, this enabled them to design the entire interaction with the product from a user life cycle perspective.  The results are impressive.
Think of the best features of Facebook and Twitter combined with the stability, power, and adaptability of one of the most mature products on the market.  This is an absolute game changer.  The new interface is intuitive, modern, and design with total mobility in mind.  The ability and extensibility of the product has been modernized for ease of use and has been optimized to also be used on mobile platforms.  This is not an app; it is a solution that can be accessed anywhere business is done.  Furthermore, it will take the use of a PPM tool (which has been viewed as a governance platform or a necessary evil) into a more social user experience that will drive the participation and content of the team.  CA PPM will become the centerpiece of conversation and collaboration instead of being a collector or aggregator of data.  It is truly revolutionary.
The other exciting piece of information that was shared today at CA World was the commitment of resources to move the product forward.  CA has nearly 40 resources dedicated to the enhancement of the product and several others working in a shared services model.  This means there are more people developing than some of the other products have in their entire company.  Mike Gregoire also stated that CA will be investing $1B next year to research and development of CA products.
It is clear by talking to customers, seeing the preview, and hearing the research that CA has absolutely nailed the market.  The behavioral science was a paramount decision that will continue to produce real solutions to real problems.  Some of the other major players in this space should be worried about the impact this design and delivery will have in the PPM market.  As I said in the title, the narrative has changed.  It will no longer be about can the product do this or that, it will be a centerpiece product that will revolutionize how the market utilizes PPM software.
No Day But Today,
Rick

To Be A Great Leader, You Have to Eat Your Own Dog Food

A common occurrence these days is to implement processes, procedures, rules, and regulations to protect organizations or improve the business.  The worst thing a leader can do is to implement something that they do not follow.  Your employees, team members, and associates will see right through that.  I have been witness to many organizations and leaders circumvent something that they put in place.  What is the point in that?  If you believe in something, then do it!

I have some real life examples of this. An IT organization puts in place that you must have a functional and technical specification approved before you can implement new technology.  This makes sense.  The organization wants to make sure everything is thought out before implementation to alleviate risk.  They are so stringent in this request that they will delay the number one corporate initiative for the year to ensure that the process is followed.  They continually force the consultant and the project team to utilize the process and meticulously check the boxes.  Meanwhile, they get an initiative for the same type of technology.  In the time that the project team is filling out all of the required paperwork, IT implements their solution.  When asked, the IT team did not have any of the required documents that the project team was required to do.  This screams of hypocrisy.  If the process is stringent, both projects must follow it!

Another example is when the Sponsor states that the company will be regimented in their delivery process.  All requirements are documented, go through a system, coded, and validated.  If it is not in the system, it is not a requirement.  Except for when they tell the consultant requirements outside of the system.  The miscommunication from this activity can result in rework, missed functionality, and budget over-runs.

Another organization is frustrated with new technology coming in that disrupts other technology already deployed.  In this case, they implement a technology review.  This review is to look at the technology, establish risk, and test it with corporate standards to ensure compliance.  Every project is forced through this council that determines the viability.  Unfortunately, they did not convey this to all users, so it is being implemented on some projects, but not others.  Then, due to the amount of requests, they bottleneck the environment to go to a Technology Steering Committee meeting that is limited in time and every 2 weeks.  This can delay projects 4-6 weeks depending on the agenda.  In this example, the division followed every process requested and the council ended up denying the use of a new technology even with overwhelming savings to the organization should the technology pass.  The division objected and in the end, could not use the new technology.  Three months later, the project manager read the meeting notes from the council and saw that the very same technology had been approved for IT’s use without having to follow the process.  The division requested again to go forward with a crucial cost savings project that was again denied without reason.

The last example is where a large organization had implemented a governance process.  They asked for a study on how the process was doing and then wanted automation of the process.  It was found that the process cost roughly $35M to operate and there were no true savings that could be attributed to the process.  As part of the governance meetings, no project was truly course corrected, cancelled, or accelerated as a result of the process.  Therefore, the process could not be attributed to any cost savings.  The consultants requested that the process be eliminated and a new governance process be created that delivered the value of the time being spent.  In the end, the owner of the process deleted the bad portions of the report and published the findings to seemingly approve of the existing process.

These are real examples of things that I have witnessed.  I am not saying that any of these processes are bad.  I am not saying we shouldn’t have key processes in place.  What we need to determine is if the process is worth doing, then everyone does the process.  Also, the process has to deliver value to the organization!  Else, why do it?  Why implement a PMO that then says none of the project managers report to the PMO manager?  Why establish a governance process if it isn’t going to determine the fate of the project?  Why implement technology restrictions only to allow a select few the ability to circumvent them?  It is amazing how much waste of effort and cost can be applied to processes that do not deliver on the value promise.

To be a leader, ensure that there is a driven value out of a process.  Know what that value is and how to measure it before implementing it.  Then run the metrics to see if the process is living up to the metrics.  If not, kill it.  If so, then there is a definitive value that you can state you brought the organization.  Also, if the process exists, you must follow it just like everyone else!  That is leading.  Believe me, when you as a leader are circumventing the process, your people will know it.  Then they begin to question the leadership value that you provide.  Think about it.  Have you ever really followed and respected a leader who implements one thing and then does another?

No Day But Today,

Rick

Voice America Show Coming Soon!

I am very happy to announce that I will be on the Voice America Business Network starting Dec.11!  The show is called The Work/Life Balance and it will be covering life from a Project Manager's point of view.  I have already booked a slate of fantastic guests including John Stenbeck, Traci Duez, Dan Bailey, Peter Taylor, and many more!  I will be on the air live on Fridays at 5 PM EST / 2 PM PST.  If you miss a show, all of them will be recorded and available for download as a Podcast as well!

I will cover topics that include my philosophy of No Day But Today, Can Agile and Project Management Get Along, Axiology, Applying Project Management to Life, and several others.

Check out www.voiceamerica.com to get all of the information about the network and how you can listen.

Named 1 of the Top 50 Influencers in Project Management!

I received this notification last week and it was such and honor and blessing.  Everyone add these people to your list and start to follow them!  There are so many people on the list that I have heard, worked with, or participated with throughout my career.  Even many of my Leadership Institute Masters Class classmates and some of my class that I mentored appear!  Check them out!

Top 125 Influencers in Project Management

No Day But Today!

Rick

No Day But Today!

It has been too long since I have posted!  As a client just said to me, "Your blog is woefully out of date."  That is true.  Mainly, I have been capturing stories internally for the next book and they are now categorized in 9 different unfinished books.  Do I self-publish?  Do I continue down the path I always have?  Decisons.

Whenever I speak, people always ask how I keep up with everything that I have going on, which leads me to the title of the blog post and the philosophy of my life.  Jonathan Larson wanted to change the rock musical forever on Broadway and he did so with the play "Rent."  If you have never seen it, it is a must!  It is a beautiful play about life, love, and loss.  It was Jonathan's mission to see this play on Broadway.  Unfortunately, he never truly got the chance.  The night before the play opened, he passed away due to Marfan Syndrome.  The play has so much to do with how to say goodbye.  There was so much of Jonathan in the play that you realize that the play also becomes how to say goodbye to the brilliant Jonathan Larson.  This play touched me.  It spoke to me in so many ways as I dealt with love and loss my entire life.  I had said goodbye to so many things and lived with regret.

Throughout the play, there is an affirmation that is interwoven through speech, song, and celebration. It goes:

There's Only Us
There's Only This
Forget Regret
Or Life Is Yours To Miss
No Other Road
No Other Way
No Day But Today
-Jonathan Larson

When I first heard these words, they were a powerful inspiration.  A light bulb went off where there was darkness and it became a motto for me.  Do not put off until tomorrow what you can accomplish today. It is not a morbid thought to think that tomorrow may not come.  Yesterday has already happened and tomorrow has yet to arrive.  All I have is today.  All I can deal with is today.  All I can change is today.  The rest is something that I can't worry about.  Do not wait until tomorrow to call your loved one and tell them that you care.  Do not let petty arguments get drawn out into long fights where you do not speak to loved ones for days.  Do not hold grudges or let people you barely know effect your mood at home with your loved ones.  Is all of that really worth it?

When it comes to my business and personal life, what am I doing today that matters?  What am I doing today that can impact tomorrow and the future?  I even use a "Boogie Board" that resets daily and do not write down tasks that I can't accomplish today.  It is a refreshing feeling to cross everything off of the list and hit the reset button knowing that everything I set out to do today is done.

What I learned from Jonathan was to take time for the important things and everything else becomes less important.  All of the stuff:  mandated dates, impossible timelines, unrealistic expectations, overbearing sponsors, all of it melts away with the proper perspective.  When the work/life balance is balanced properly and No Day But Today is a centerpiece, it is truly a blessing.

RIP Jonathan Larson

Transparency is your Friend in Strategic Planning

The more I speak throughout the world, it is becoming more clear that there is a growing fear when it comes to strategic planning.  There is a general fear in transparency.  Why is that?  I meet with many project managers across the globe that emote a general apathy.  Frustration is the most common emotion due to what they feel is a series of mandated dates, misunderstood requirements, and most of all, over-utilized staff.  Executives that I meet with are most frustrated because they are constantly hearing that projects are on track until the last minute or by the time they hear of an issue, the project is too far down a path for a course correction.  They all state that they want a solution.  The solution is simple:  transparency.

 

First, let’s analyze the myth of the mandated date.  Most project managers feel that almost every project that is received comes with a due date attached.  This creates panic, frustration, and many times poor quality as corners get cut to meet the mandated date.  Most Executives that I meet with tell me that while a date is attached, it is only done in order to provide a guideline.  It is not mandated and can be changed if proper data is supplied as to why the dates need to be altered.  They would be shocked to hear the measures that their staff is going through to meet the dates that many times are arbitrary.  Why is there such a disconnect and frustration all around when seemingly everyone wants the same thing?  The answer is the filtration process.  There is a huge filter between the Executives and the workers called Middle Management.  This layer is often needed, however, it can be the most damaging layer to the timeline, data, productivity, and ultimately the bottom line.

 

There are a few examples of this layer.  There was a company trying to change their core product to a newer generation product where this type of filter was on display.  This organization’s number one initiative continually failed to even come close to its production date or budget.  It missed its target by years and millions of dollars and the production date was reset multiple times.  The organization wanted to focus on improving its project management practices and hired an outside firm.  It was clear early in the consulting engagement that transparency in the reporting process was needed.  It was evident that the prioritization, resource management, and project reporting processes were all lacking and continue to be filtered by the middle managers.  The organization that was hired to change these processes brought in software to bring transparency to these processes, sell the executives on the need to do it, signed project scope statements, and even held town hall meetings to sell the entire organization on why it was necessary.  There were two key departments that were responsible for most of the resource constraints and missed dates.  Many of the other department leaders commented and wondered how these departments would react to the views and direction that was being shared in the meetings.  When it came time for the controversial meeting, one of the key stakeholders who had attended all of the meetings gave conflicting directions and made it seem as if the project team did not have a clear plan of implementation.  The manager even gave conflicting timelines and completion dates.  This left the impression that the agreements made by senior management and other levels earlier in the project were not set and the momentum of the project was quickly halted.  After that meeting, questions about scope and direction of the project were raised even though a signed scope statement and agreed project plan had been clearly laid out.  It was clear that the stakeholder did not want the software, or better yet, the transparency the software would bring to the organization. Perhaps that middle manager was looking for some job security but instead, it was obvious that the man in the middle was part of the problem.

 

Another example is when CA debuted the new CA Clarity Playbook.  It gives the Executives the ability to drill directly from their strategic plans to the project performance easily from their iPad®.  It is truly amazing and transparent.  The early feedback is fantastic from all the Executives and project managers that I have met with.  There is one group that I could see getting a bit nervous and it is the same group that everyone already knows.  It is the group that I identify as the “spinners” or Middle Management.  The ones who do not want the transparency.  The teams that like to massage the data or change all of the reds to greens.  These are the ones that may be afraid of this technology.  I can tell you this, transparency is your friend.  Time and time again, it is 3% of the organization that is causing 90% of the issues.  We all know who they are.  We all know where it is coming from.  If I asked you, the reader, which department is most responsible for delaying projects and then polled the rest of your company, it would be no surprise to you. It is the same people who complain about how busy they are, however, never seem to produce any results!  What I do not understand is why we consistently cater to this group.  Why business continues to punish the 97% of the organization that does work extremely hard and does do the right thing only to allow the 3% to continue to not be transparent?

 

This is part 1 of a 5 part series where I will be exploring why transparency is your friend in strategic planning.   I will be walking through all phases of strategic planning including what Executives do with their plans, how often should plans be revised, as well as accountability, and whether or not organizations should be measured against it. Any thoughts or comments or items that you want me to address, please leave them here or on twitter @rickamorris.

 

No Day but Today,

 

Rick

 

Clarity 13.2 Brings Added Value to an Already Fabulous Product plus New CA Clarity Agile Integrations!

As many of you know I am a huge fan of the latest release of Clarity 13.  Recently, I received a sneak peak of the new 13.2 release of Clarity and the new features of CA Clarity Agile.  These promise to be extremely exciting releases!  Here are some of the features that we can all look forward to:

Clarity 13.2

I felt that the 13 release of Clarity was a game changer.  Clarity has always been more than a project and portfolio tool to me, it is also a platform.  Since we can create objects, attributes, and configure the tool, we are really only limited by our imagination.  We have been able to create resourcing solutions for professional services, solve complex algorithms for the pharmaceutical industry, and revolutionize oil and gas by taking the base of Clarity and extending the platform through configurations not customizations.  What I saw in version 13 finally solved many of the UI challenges that the tool lacked.  Version 13.2 continues to build on the momentum with some continued usability enhancements, mobile timesheets, and some exciting changes to portfolios and Open Workbench.

Portfolios

Portfolios has been a difficult feature for Clarity for quite some time.  There are some usability issues within the current version, however, procedurally many clients want to start with portfolios without having good data to support the proper use.  Once the data is ready, several clients have complained that the scenario functionality can be difficult to use.  The main reason for this is navigation and understanding of how it really works.  This has been addressed in a major way in 13.2.  In fact, scenarios in the traditional was is completely gone in this release.  Scenarios is now replaced with an object called “Plan” that is a configurable object that is less constrained to reality giving the user more options to play with the project schedule and more options to work within the live investments.  This brings the data within the plan object so that it exists and is contained within that object making it more user friendly and less clicks from a navigation stand point.  This is a huge shift in thinking as well as multiple plans can be created within the portfolio in a more rapid fashion making it easier to delineate and compare the plans than it was in the previous scenario model.

Even more exciting was when the “Waterline” functionality was shown which was extremely elegant and visually pleasing in the demonstration.  This functionality allows a configurable set of parameters (just like constraints works today) to be adjusted real time.  However, unlike the past where this information had to be generated and then the user looked at the results, this information is presented in a very slick interface with a clear “Waterline” that shows investments that are above and below the line of inclusion based on the parameters.  Additionally, the individual constraints are shown with red, yellow, and green explanations in segmented boxes as well giving directed feedback on the selected parameters.  A very clear shift in reporting and a huge improvement in portfolio functionality.

Another exciting feature was the drag and drop interactive Gantt charts on the portfolio.  For instance, if the user is looking at the same investments from the waterline report above and switched to the Gantt chart view to see the durations of the investments, the user then could decide to move one investment from 2013 to 2014 by sliding the bar on the Gantt chart.  The user also could extend another investment from one year to 18 months as part of his or her analysis.  Immediately, Clarity would provide instant feedback with visual components of the impacts of those changes including the shift of the waterline up or down respectively.  A very cool new function. Version 13.2 has had a very large focus on the Portfolio functionality and I know of several clients that simply can’t wait to get their hands on it!

Mobile Timesheets

Another highly anticipated feature is the addition of mobile timesheets.  To be clear, this isn’t simply timesheets that have been added for the Safari browser.  These are timesheets that have been optimized to work with mobile applications.  Multi-gesture enabled timesheets that will allow the very busy user to bill their time on the go.  This includes pinch, zoom, and full synchronization with Clarity.  This is a feature that many people have been asking for and it is ready to go for 13.2.

Keyboard Shortcuts

I love the continued advances that Clarity continues to bring and the ease of use that it continues to bring.  Clarity was one of the first tools that I can remember that had the “Edit Mode” functionality where I could configure my screen, drop in to edit mode and then edit the web page like a spreadsheet.  Then finally in 13.0, we did not have to go in to edit mode and had just the in line editing.  Then one of the chief complaints, especially when using the time scaled values from a usability standpoint is that when working with a tremendous amount of data, many of the standard keyboard shortcuts (like you would use in Microsoft Excel) did not work.  The standard response to that complaint usually was, “This is a web application.”  Now in 13.2, the keyboard shortcuts will work in 13.2.  Many of the quick shortcuts that most people are accustomed to will now function in the TSV (CTRL+C, CTRL+X, CTRL+A, etc.)  This is quite exciting!

Updated Portlet Code

Clarity’s presentation layer is one of the absolute best in the industry.  It is the most configurable on the market.  It allows each user to make their own decision about how they want to see the data while not effecting other users.  One of my favorite stories that I tell as an example is when I was working with a PMO director who hated pie charts.  He explained that when there are 10 issues or 100 issues, the pie chart is always the same size, so he prefers bar charts over pie charts.  While he was explaining this to me, I went in to his Clarity and changed his issue pie chart to a bar chart so it was a moot point!  I love Clarity for the things that it can make so easy.  One of the downfalls of the presentation layer had been the lack of a grouping level.  Sometimes when there was a complex report, the reporting layer would not present the data in a readable way.  Therefore, through code or a forced layer, we would have to modify a portlet to get it to report the way a client was wanting the data to be seen.  In 13.2, there is now an added option in the out of the box portlet code adding a “group by” category for easier charts and portlets to assist in this difficulty.  This is a feature that will bring many clients immediate benefit.

Open Workbench

At the last CA World, it was announced that Open Workbench would be maintained and that there would be some effort placed in updating the product.  This promise has been fulfilled.  There are many people in different camps.  Some favor Microsoft Project, others that think Open Workbench is a superior product.  I have enjoyed both products for various reasons.  I really like the delivery of the views of Open Workbench and how they can drive you through the workflow.  What has been frustrating in the past with Open Workbench is some of the basic features of the application.  Items such as resizing the columns, dependencies, and basic functionality like that has been severely lacking.  I am happy to report that these items are now addressed with the release in 13.2.  Significant enhancements to the user interface and overall usability is a very welcome enhancement.  Dependencies have been particularly frustrating because of how you had to create it.  This is now available with drag and drop functionality.  With this focus, I suspect many new users will shift officially to the Open Workbench camp.

CA Clarity Agile

As the Agile methodology continues to grow in its adoption and users continue to look for integration options to allow development and project teams to have seamless integration, CA Clarity Agile continues to be a market leader due to the power of Salesforce.Com and Clarity.  The 13.2 release continues this momentum.

Burn Down Charts

A feature that has been long overdue in this integration is a burn down chart that can be displayed in Clarity for project managers to display on their projects or for dashboards.  This is now available with the integration options in the new version of CA Clarity Agile.

Task Status Mapping

One of the most exciting items that I saw was a task mapping status to Clarity charge codes.  For each task type in CA Clarity Agile, these can be configured.  For most clients, they need to know whether a task is capital or expense for capitalization purposes.  This has been quite a headache for clients because we had to create a custom map or solution outside of the tool that did a mapping so that this could be tracked for financial purposes.  In the latest release, this has been fixed so that each task type can be tracked to a charge code within Clarity so that time can be charged to capital or expense and a secondary solution is not required.  A fantastic solution and one that has been needed for many clients!

Configurable User Story Popups

Within CA Clarity Agile, the User Story would popup.  However, if there were custom fields (which many clients do create) they were unable to add the custom fields to the popup.  This has been fixed so that their custom fields can be added to the popup.  This is a great addition for our clients!

Task Cloning

When you clone tasks, this was a great feature, however it would pull the actual hours and pull over completed tasks that would require some clean up.  While this would save some work for the user, it still required some clean up that was undesirable.  Now the user has the ability to just select the tasks that are not completed and it will not pull over the actual hours so that it is just the information that is needed which is the true need of task cloning.  This proves that the developers are listening to the feedback of the user community!

Conclusion

Beyond these named features, there are tremendous amount of performance improvements and enhancements that have been made to Clarity 13.2 and CA Clarity Agile.  Clarity continues to be the most configurable to on the market.  With release 13.2 shows that CA is unafraid to realize that certain architecture decisions may not have been the best (i.e. scenario vs. plan object) while continue to expand the usability decisions that have been fantastic (keyboard shortcuts in the TSV fields).  I am excited about the new release and am hearing about early features of 13.3 like printing the Gantt chart and improved communications of the Plan Object.  I will be playing with 13.2 at CA World, hope to see you there!

No Day but Today!

Rick