PMI-CPM 23rd Annual International
Conference
Tools Track
Program Coordinator: Efrain Pacheco
TT 01 Using Primavera to Meet Earned Value Management Requirements
Jamie Cardman, Primavera
TT 02 forProject Integrator - Answers your Integration Challenges
Stuart Trahan, forProject Technology, Inc..
TT 03 Applying an Enterprise Project Management Strategy to Improve Project
Life - Cycle Performance
Dan Palomino, Deltek
TT 04 Implementation of an EVM Lite Philosophy
Wolf P. Altman, Carl S. Albro and Tiffany A. Brunetti-Clymer, AlNik Solutions
TT 05 Choosing and Implementing the RIGHT Project and EVM Tools: A
Competency Model Driven Approach
Rob Hirschmann & Jose Marroig, PSGGC for Microsoft
TT 06 Integration of Cost and Schedule using Artemis Views
Paula S. Ward, Artemis
TT 07 Automating your Detailed Program Log
David Marsh, Sr., The CBT Workshop
TT 08 Schedule Analysis with the PM Metrics Schedule Detective
John Krahula, PM Metrics
TT 09 Using EVM within the ProjectRx Assessment Tools
Ted Williams, PMP, ProjectRx, Inc.
TT 10 Risk Management – from cradle to grave: how formalized risk management
takes the guesswork out of total project success
Aaron Austin, Primavera Pertmaster
Abstracts & Bios
TT 01 - Using Primavera to Meet Earned Value Management Requirements
Increased scrutiny from OMB on large projects and programs requires organizations to implement greater project schedule and cost management disciplines to ensure continued funding. Best practices are essential to ensure accurate earned value reporting, however, without integrated tools, the process is highly manual, and, is at greater risk of inaccurate reporting. Primavera Systems’ P5 enables organizations to meet OMB requirements by supplying robust data and ANSI-748 compliant reporting. This presentation will discuss through demonstration and case studies how Primavera helps organizations remain compliant.
Jamie Cardman
Voice: (610) 949-6981 Fax: (610) 949-6957 E-Mail: jcardman@primavera.com
Jamie has over ten years dedicated to servicing the complex needs of customers who are challenged by issues revolving around project, program and portfolio based schedule, resource and cost management controls. She has applied her strong analytical abilities and excellent communication skills to a wide range of industries within the public and private sectors for engineering and construction, new product development, aerospace, high tech and information technology.
As a Solution Architect, Jamie uses her project management experience to assist the sales team in shaping Primavera’s Project Portfolio Management (PPM) solution to suit the needs of potential customers. Prior to on-site demonstrations, Jamie talks with prospects about their current state of project management and discusses future requirements to insure the right fit. In addition, she performs on-site proof-of-concept configuration and support.
TT 02 - forProject™ Integrator – Answers your Integration Challenges
Come see the latest generation of the forProject™ Integrator software which helps solve the significant integration problems faced by organizations using MS Project and the myriad of other commercial scheduling and Earned Value Management (EVM) tools.
The challenge for many organizations is how to integrate data from a variety of sources, often in different formats and at different levels of detail, and to combine this data into meaningful and consistent information in a common format.
forProject™ Integrator is the newest and most complete integration tool. It is XML-based, but can also import data from a variety of other sources including MS Project, .xls, .csv and others. forProject™ Integrator is designed to integrate data from leading scheduling and EVM tools including:
- MS Project (all versions)
- Primavera P3, P3e and Primavera Project Management
- Primavera Cost Management
- Deltek Open Plan and Cobra
- Deltek wInsight
- Business Engine MPM
- Artemis
forProject™ Integrator can integrate both scheduling and financial data and includes many special functions to ensure data integrity, including the ability to:
- Aggregate labor or cost data according to the established financial reporting calendar
- Handles weekly, monthly and many other calendars
- Group and summarize data by WBS, CLIN or other grouping structure
- Map fields from any source system to appropriate fields in the target system
- Adjust data to take into account different business rules and algorithms between systems
forProject™ Integrator saves time and money providing an effective integration of project scheduling, Earned Value and other financial data. This new product is unique in the marketplace and can be the answer to many integration challenges for any organization.
Stuart Trahan, Founder and CTO of
forProject Technology, Inc.
Phone: 337-477-3724 • Email: stuart.trahan@gocsti.com
With 20+ years of experience Mr. Trahan is considered a leading subject matter expert in Project Planning, Scheduling, Project Management System Design and Implementation, Training and Execution specializing in the area of Earned Value Management Systems for government contracts where ANSI / EIA-748 compliance is a requirement. His specialized experience provided him with the insight to lead the development of the forProject™ software. The forProject™ software solutions focus on solving integration challenges and providing an Earned Value Management System when using Microsoft Project for your scheduling system.
Throughout his career Mr. Trahan has worked on many notable engagements with government contractors including United Defense, Teledyne Ryan, Northrop Grumman, Boeing, Honeywell, ITT Industries, Computer Sciences Corporation, Lockheed Martin and many more.
TT 03 - Applying an Enterprise Project Management Strategy to
Improve Project Life-Cycle Performance
Enterprise project management is an important strategy for moving organizations from disparate tools and simply meeting government project compliance standards to integrating all project management functions on one platform. Attendees will see why it is critical for today’s organizations to adopt an enterprise project management approach as well as how such systems are used to evaluate, analyze and manage all project related data for both project and portfolio profitability.
Dan Palomino, Deltek, Manager, EPM Product Marketing
Tel: 703.885.9562
Fax: 703.734.0346
With a background in enterprise technologies in energy and project management, Daniel Palomino is the Global Product Marketing Manager for Deltek’s enterprise project management suite, an end-to-end solution used by project-focused organizations to prioritize, complete and monitor their project investments. Prior to Deltek, he led industry marketing for the power, energy and process sectors at Primavera Systems, after previously having served as Vice President of Marketing & Business Development with Synterprise Global Consulting, a provider of business process improvement and technology integration to energy clients worldwide.
TT 04 - Implementation of an EVM Lite Philosophy
Battelle Science and Technology International’s (BSTI) project portfolio consists projects ranging from ~$10,000 to >$100M in size (and commensurate duration) across 22 product lines and 12 market sectors. While we have developed an ANSI compliant Earned Value Management System for our larger projects, the vast majority of projects in our portfolio fall below the self-imposed threshold that requires full compliance with the ANSI standard. Nonetheless, most of projects would benefit from the implementation of some form of EVM as presented by Quentin Fleming (and others), using the 10 guidelines under the banner of EVM Lite. For these projects we evaluated several options (e.g. Microsoft Excel and Business Engine Micro-Frame Program Manager) for a simplified toolset so that project and line managers could benefit from an EVM implementation This presentation will discuss the philosophy of earned value management in our business environment, the toolsets we have evaluated, and an overview of one tool (PMPlan) that simplifies the establishment of a baseline and monitoring/controlling for the smaller projects in our portfolio.
Wolf P. Altman, Vice President BSTI PPMO
Phone: (614) 424-4342 Fax: (614) 458-4342
E-mail: altmanb@battelle.org
Bill is the Vice President of the BSTI Proposal and Project Management Office. His responsibilities include the development and implementation of proposal and project management principles and practices that can be useful to all projects, large and small; support of PM training that is Battelle-specific; the development, acquisition and maintenance of tools and system interfaces that benefit the operating divisions; and mentoring and assistance for general PM issues. In this capacity he serves as the central focal point for proposal and project management issues for the organization assigning priorities for new initiatives across the organization. He received his Earned Value Professional (EVP) certification from the AACEI in January 2006 and is currently an Executive Committee member of the NDIA Project Management Systems Committee.
Carl S. Albro, Research Leader and Co-Founder of AlNik Solutions LLC
Phone: (520) 289-4025 Fax: (520) 825-0796 E-mail: calbro@pmplan.com
Carl is a Research Leader in the BSTI Applied Coastal & Environmental Services product line. He has over thirty years experience managing projects from ~$30,000 to $5M.. Mid-career he started managing projects requiring EVM, but at the time no EVM tools existed. He and another staff member (Leslie F. Nikodem) developed a simple DOS program, SmartPlan, to develop WBS, Schedule, Budget, and to monitor, status and control projects using an EVM Lite approach. The tool evolved due to feedback within the Battelle community (consisting of >250 project managers). In 1998, Battelle assigned all rights and title to the SmartPlan software product, to Carl and Les who later founded AlNik Solutions LLC for the purpose of commercializing the product. Over the next few years, they re-wrote SmartPlan into an enhanced Windows based EVM software tool, PMPlan, which was released to the general project management community in 2003.
Tiffany A. Brunetti-Clymer, Project Manager, BSTI PPMO
Phone: (614) 424-5448 Fax: (614) 458-5448
E-mail: brunettit@battelle.org
Tiffany is a Project Manager in the BSTI Proposal and Project Management Office. Tiffany develops and implements project management principles and practices scalable for all BSTI projects, develops training in support of project management and earned-value management, integrates new project management tools into business systems, and facilitates the capture of lessons learned. Tiffany represents Battelle on the NDIA Program Management Systems Committee where she works on both risk and scheduling sub-committees.
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TT 05 - Choosing and Implementing the RIGHT Project and EVM Tools:
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A Competency Model Driven Approach
For years, organizations have tried to match the right tools to their appropriate level of project management competency, in balancing ‘what’s possible’ with ‘what’s realistic’, and ‘what’s budgeted.’ Few studies have focused on mapping tools and, specifically capabilities within tools, to organizational maturity. This session address these questions by providing a data-driven model and an approach that can help customers more successfully pick and implement the right PM and EVM tools.
In this session, PSGGC speakers will draw on years of experience and actual customer data gathered while helping companies implement PM tools, to present their competency model and approach. Customer examples will be used to demonstrate how to properly map organizational project management maturity to tool capabilities to deploy, which will help drive tool selection, change management, and training recommendations. Discussion will also focus on what went wrong when customers did not follow the model. Walk-aways include tools attendees can leverage within their own organizations to drive the RIGHT tool selection and planning.
This session is for individuals who are interested in learning about a data-driven approach to successfully choosing and implementing the right PM and EVM tools. Samples of customer tools in use today will also be provided.
Rob Hirschmann - Vice President, PSG Government Consulting
Voice: (703) 740-9119 x102 Fax: (703) 842.8478 E-Mail: rhirsch@psggc.com
Rob Hirschmann has over ten years experience in the project management field, serving in multiple roles across the project lifecycle. During that time he has been working with enterprise customers across multiple industries, including aerospace and defense, professional services, government, and health care, to develop and deploy successful PM and EVM systems and business processes. He is currently Vice President of PSG Government Consulting, a premiere provider of project and portfolio management process, training, and automation services, where he works closely with customers such as the Department of Homeland Security, Computer Sciences Corporation, Amtrak, and General Dynamics to create and realize their vision for integrated project and program management.
Rob holds a bachelor's degree from the University of Wisconsin, Madison, and performed graduate work at the University of Illinois, Chicago. He is an active member of the Project Management Institute, an officer in the Washington, DC Microsoft Project Users Group (MPA), and a well-regarded speaker on the project management circuit, discussing the impact and best practices surrounding well-integrated tool selection and adoption has on meeting enterprise requirements.
Jose Marroig , PMP - President, PSG Government Consulting
Voice: (703) 740-9119 x101 Fax: (703) 842.8478 E-Mail: jmarroig@psggc.com
Jose Marroig is a certified project management professional (PMP) with expertise in delivery assurance, systems architecture, staffing and implementation management for large-scale system development projects. As president of PSGGC's, Jose heads operation, new market expansion and staffing, while steering client and organizational business strategy.
Jose holds a bachelor's degree in business administration and information technology from Marquette University, Milwaukee, WI and a master's degree in business information systems from the George Washington University, Washington, DC. He is an active member of the Project Management Institute and the professional business fraternity of Delta Sigma Pi.
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TT 06 - Integration of Cost and Schedule using Artemis Views
Integrating Cost and Schedule starts with the development of a process that will execute a plan to meet the earned value metrics that are necessary to manage a program efficiently. The next step is to find the tools that will provide the most efficient way to aid in that execution. Lockheed Martin Aerospace did just that by selecting tools from Artemis International Solutions Corporation. Artemis Views is the industry leading enterprise project and resource management solution system which delivers enhanced project management capability through a single synchronized product suite. This presentation will bundle the integrated cost and schedule process with the Artemis Views Products and place a big red bow on the package to demonstrate an efficient way to manage cost and schedule on a program with comprehensive earned value metrics.
Paula S Ward, Lockheed Martin Aeronautics
Phone: (817) 935-5097 Fax : (817) 935-5072 E-Mail: paula.s.ward@lmco.com
Paula is a Multi-Functional Business Management Specialist with Lockheed Martin Aeronautics dedicated to providing the best in earned value techniques using an integrated cost and schedule process with the Artemis International tools. Paula has been with Lockheed Martin for 23 years and has been serving as a Business Management Core specialist for 12 years. She was on the original implementation team that developed the ICAS system for LMAero using the Artemis Views Suite of tools. She has served on the Artemis User’s Association Executive Council for 7 years and has held the office of President, Vice President and Program Manager. She is currently the Secretary/Treasurer for that organization.
Prior to life at Lockheed Martin, Paula was a High School Math Teacher and part time Math professor at Tarrent County College in Fort Worth. She has most recently added to her love for Math with a greater love for her two grandchildren Harrison and Grace. She is convinced that their SPI and CPI are a 1.0 because they are without any variance to perfection
TT 07 - “Automating your Detailed Program Log”
Government contractors are required by the (32) EVMS Criteria to reconcile current budgets to prior budgets and document all changes to the performance measurement baseline. However, when your project has hundreds or thousands of control accounts, this can be a tall order. Your documentation can be further complicated when analysts and schedulers are continually adding budget for contract changes, or when management reserve or undistributed budget is applied as distributed budget.
In our presentation, we will show you how you can use a Microsoft Access utility to easily create a detailed program log of control accounts which have changed since the last reporting period, along with the specific amount of each change. The utility can be used with several different EVMS software applications, including MPM. All attendees will receive information on how to obtain this utility for free, including a User Guide and documentation.
David Marsh, Sr. Partner, The CBT Workshop
- David Marsh has over 28 years of extensive program management and EVMS consulting experience throughout the aerospace and defense industry and government. This experience includes a successful career in government procurement, various managerial positions in program financial management for two major defense corporations, and numerous EVMS consulting and training engagements at dozens of aerospace and defense corporations. David is a co-founder of The CBT Workshop and co-author of the interactive, web delivered EVMS Fundamentals training course.
TT 08 - Schedule Analysis with the PM Metrics Schedule Detective
How a schedule is structured, developed, and statused has a profound effect not only on how performance is measured, but also on the accuracy of the performance measurement process. A properly structured schedule is a repository of project information and a model of what will happen in the future. What is needed every step of the way from the creation of the schedule to the out brief after the project is complete is analysis.
This presentation will show the attendee the large amounts of information that is available in the schedule and how to sift through it to see the “Forest for the Trees”. Analysis requirements are different from project to project and within the same project from phase to phase. The Schedule Detective does the grunt work by extracting a wide spectrum of information from the project schedule. Hundreds of queries can be performed on thousands of activities in a few minutes. The information is organized into multiple levels from a health check to supplying detailed problem reports to points of contact. Most analysis is based on a single dimension, the snapshot of the project at one time. The Schedule Detective, however, also discerns trends over time and extrapolates performance into the future. Even though the Schedule Detective currently analyzes only MS Project Schedules, the presentation is filled with a large amount of information that every scheduler or manager can use.
John Krahula, PM Metrics
e-mail: johnmtnair@aol.com or info@pmmetrics.com
John has over 18 years of project management experience in major commercial and government contracting environments. He has extensive experience in developing and implementing project management control systems in diverse and demanding business environments such as aerospace and defense, energy, telecommunications, and municipal governments. He is an expert in planning and scheduling, developing tools for extracting data for analysis and reporting, and earned value management systems. John has a wealth of practical project management knowledge with strong technical expertise in a wide variety of software tools.
TT 09 – Using EVM within the
ProjectRx Assessment Tools
Project assessments, when properly planned and executed, can provide significant benefits in helping to manage project risk. Why then are they not a standard practice? Three common reasons are:
- Awareness – Project Stakeholders often do not have a clear understanding of the purpose, mechanics, outcomes, or benefits of performing project assessments. In many instances, the Stakeholders do not even know what questions to ask.
- Fear – Project Assessments, sometimes referred to as Project Audits, they can put fear into the heart of even an experienced Project Manager or Sponsor.
- Framework – In numerous cases, an appropriate structure or framework for providing project oversight does not exist.
During this presentation, you will:
- discuss the role of tools within an assessment framework
- obtain an overview of ProjectRx’s new assessment offering
- understand how EVM is integrated into the ProjectRx product
This presentation will build upon the project assessment lessons learned and best practices discussed in the “Integrating EVM into an Effective Project Assessment Framework” Practice Symposia. Attendees will get a first-hand view of how a project assessment tool can help bring the other framework pieces together.
Ted Williams, PMP, ProjectRx, Inc.
Phone: (908) 520-2283 Fax: (908) 292-1060 E-Mail: ted@projectrx.com
Ted Williams is President and founder of ProjectRx, Inc., a New Jersey based consulting company specializing in the development and deployment of effective project assessment frameworks. Ted has over 30 years of IT experience, more than 20 years with hands-on management and oversight of large business critical programs and projects, and 10 years conducting project audits and assessments. ProjectRx provides clients with project oversight solutions that integrate proven processes and a world-class product with the appropriate education, training, and mentoring.
Prior to ProjectRx, Ted was employed by Pennsylvania Power & Light, CSX Transportation, PHH, and Cendant Corporation, where he served as Group Vice President for the Corporate Project Audit Group. He was instrumental in the development of processes, tools, and standards for project management audits which were successfully deployed and thrived in a constantly changing and decentralized environment.
Ted holds a BS in Commerce and Engineering Sciences from Drexel University, MS in Business – Information Technology from Johns Hopkins University, and PMP Certification from the Project Management Institute (PMI) where he is a member of the College of Performance Management and Troubled Projects Special Interest Groups. In addition to PMI, Ted is a member of the Information Systems Audit and Control Association (ISACA).
TT 10 - "Risk Management- from cradle to grave:
how formalized risk management takes the guesswork
out of total project success "
Risk management is becoming more and more widespread and accepted for cost estimating and project scheduling alike. While somewhat different in nature, the underlying cost/schedule techniques share the same premise of better understanding confidence levels of project success in the face of project risk and uncertainty.
This presentation examines how risk management in the early phases of a project lifecycle (project selection and contract bidding) form the basis of a continued risk assessment all the way through execution and closeout. Techniques for determining which projects within a portfolio offer the most amount of revenue and expenditure uncertainty satisfy strategic corporate goals which then form the drive behind the more tactical project initiatives. Similarly, project level risk analysis provides better cost and schedule risk exposure with the ability to be proactive in risk response through mitigation well before a reactive response is needed upon risks happening.
The presentation introduces the concept of probabilistic cashflow, confidence levels for Earned Value forecasts and “cost/benefit analysis for alternate mitigation strategies.
Through examples, the benefits of a continued risk assessment and analysis through simulation and risk register techniques are clearly defined.
Aaron Austin
Primavera Pertmaster Professional Services
Aaron Austin is a professional services consultant for Primavera Pertmaster in North America – a global leader in project risk management. He has several years experience in the process improvement industry and has helped organizations achieve quality and customer satisfaction goals through the use of methodologies such as Six Sigma and Lean. Aaron has worked with Northrop Grumman Mission Systems, Boeing Commercial, NASA/JPL and Raytheon Missile Systems on projects such as KEI, CEV and Boeing's new 787. Aaron is also actively engaged with projects involving Newport News, Raytheon Polar Services, Thales-Raytheon, Continental Maritime, and Northrop Grumman ICBM.
