Slack Integration with TALAIA

We have been working lately on the integration between SLACK and TALAIA, and we are now happy to release our new integration between those 2 best in class solutions.

In the Project operation Management, the team collaboration is fundamental. And a big part of the role of a Project Manager is communicating and negotiating with his team and customers. Therefore it is key to have an environment that helps that communication flows properly.

In TALAIA, we are very aware of this need, and that is the reason why we decided to build a connector with SLACK, which is one of the best solution offering all the necessary communication features to share information with your project team and as such optimize your project management.

You create and plan your high level project planification team in TALAIA. Once this is done and before moving to the project execution, the connector will allow you to export all the necessary planning information from TALAIA to SLACK.

By clicking on the button, you will automatically create a new channel in SLACK which will be named as the Project short name from TALAIA. At the same time, all the assigned team members defined in TALAIA will be added as members of this new channel in SLACK. The Project Manager that is identified in the INITITAION tab will also be added as a member of this channel.

In the event that, as the project is being re-planned or simply during its execution, you need to add one or more team members to the project, you can update the team member list of SLACK by clicking once again on the Create/Update SLACK button. By doing so the connector will compare the resources assigned in TALAIA against the channel member and add members that are missing.

Without a doubt this integration of project management and collaborative tools is a great help facilitating communication between members.

 

Demand Management through the Integration of UNIFY OSCC with TALAIA

As a client of TALAIA wanted a web form to be developed through which projects could be created, so we got down to work. This was possible thanks to the integration carried out from the tool itself with Unify’s OpenScape Contact Center.

The first step was to develop the web form accessible from any browser, which allows petitioners to fill in the fields indicated, manage the processing and storage of the data entered, which once filled in and sent generate a new record in the database of applications. The form, once filled in and sent, recreates a demand management process with its validation flow. When the process is finished and if the demand is accepted, the integration consists of automating the creation of a new project in the TALAIA tool itself, also adding certain data from the form to fields in the TALAIA initiation tab.

In order for these instructions to be transferred, the integration between the tool, OpenScape Contact web form was applied. This gave us the necessary reliability and requirement to integrate the customer’s needs, adding new functionalities and all this from the cloud.

A mockup was provided in which the proposals for the web forms were shown following the styles of the website.

All of this was hosted on own servers, and following the specifications suggested by TALAIA. Compatible with their browsers approved and in languages approved and developed in a responsive manner to ensure correct display on different devices.

The solution provided to this request consisted of the web application within an application server that included the Project Application and the database where the information provided within the project management tool Talaia is stored. An interaction process is created in each of the previous systems through integration, which means that with all the data provided, a project is started in the tool that will be given a status, from which it will be possible to manage and work on a regular basis from TALAIA.

Without a doubt, it is yet another example of the versatility of our project management tool.

 

Competitive advantage with Project Management

As our PMO Squad partner Joe Pusz explains in this article, having good project management in your company gives you a great advantage over your competitors.

Competitive advantages are conditions that allow a company to produce a service of equal value at a lower price. These conditions allow the productive entity to generate more sales or higher margins than its competitors in the market. Competitive advantages are attributed to a variety of factors including cost structure, brand, product offer quality, distribution network, intellectual property and customer service.

So how to integrate project management with your own organization. Think about how many projects are being carried out. Tens, hundreds or even thousands of projects a year, depending on the size of the organization. And how successful those projects are, because as far as we know from PMI reports, every year only about 50% of the projects end on schedule, end within budget or within the defined scope. Also, about 10% of project budgets are wasted because of poor performance. This figure is considered low because of all the informal projects that are executed by Project Managers and for which no information is reported.

If an organization has an average project execution performance, then only 50% of the projects will be successful. What if it could be improved to 75-25 or 90-10? We know that the competition also averages 50-50 project success. If you can increase the project success rate to 75% or 90%, you build a competitive advantage. Producing products or services more efficiently, faster and cheaper than the competition.

Too much time is spent in this sector exploring the disadvantages of project management rather than focusing on how to use project management to gain a competitive advantage. You need to understand how to motivate people to deliver results rather than focus on project governance, checklists and process audits.

The author of the article believes that Project Management leaders need to understand the purpose of Project Management within organizations. Starting with why. And once the purpose has been identified then build the HOW and WHAT to be able to achieve the purpose and gain the necessary competitive advantage.

New Portfolio Management module TALAIA

New Portfolio Management module TALAIA

Many organizations excel in the management of projects but do not have a mature portfolio management process. This results in a non-alignment of the projects and programs with the strategy. A proper project execution alone is not enough and organizations have to identify and select projects they should invest into.

The portfolio Management focus on decision making which programs and projects should be executed based on the strategic goals and objectives.

Benefits of Portfolio Analysis

  • Align Projects with business objectives.
  • Prioritize initiatives and projects base on multiple criterias
  • Maximize return on investment
  • All the organization areas share the same project risk vision and collaborate in the decision process
  • Information consolidation, avoiding projects duplication and leave out lower value ones
  • Improve projects recource planning and assignment and concentrate investment on high value projects

Portfolio Lifecycle

The different features of the portfolio module enable you to easily create, manage portfolios and strategical objectives. Start by defining strategical objectives, group them using pre-determinated criterias.

Upload related projects to the portfolio and add their impact on the defined strategical objectives.

Use the waterline graph to get the list of elected projects based upon budget or priority on the company objectives.

Follow up on your Potfolio progress browsing through the graphs showing the status progress. Visualize all the projects included in your portfolio with our kanban boards.

Try TALAIA 30 days for free: register

New workshops! You will have the opportunity to learn more about TALAIA

WEDNESDAY JUNE 5, 2019 12:00 – 1:00 EST

In this workshops you will have the opportunity to learn more about TALAIA, a new Project Portfolio Management tool based on the PMBOK (R) standars.
TALAIA is an intuitive mid-range solution PPM designed for quick implementation, scalable from small to large organizations.
During the webinar we will cover:
-How Top Management c

an make sure that Projects align to company strategical objectives.

-How PMOs can control Projects Pipeline, excution and Reporting.
-How Project Managers can manage and report on their projects following a worldwide recognized industry standard.

Register: https://www.thepmosquad.com/talaia-openppm-webinar.html

In collaboration THE PMO SQUAD  Joe Pusz – PMO Joe

THE PMO SQUAD, We are 100% Project Management, 100% of time. Our services are designed to meet all your Project Management Challenges. Talaia partner in United States. Our first webinar with TALAIA it was succesful and we want to repeat for all those who were unable to register.

Limited Places!

You nedd more information? Contact us: https://en.talaia-openppm.com/contact/

WORKSHOPS talaia WEBINAR THE PMO SQUAD

 

Include the Project Strategy in the Corporate Strategy

 

The way in which projects are managed and executed is very closely related to the success of the organization, as everything is linked. The strategy is the plan of action that makes it possible to achieve the long-term goal. When this aspect is taken into account, it makes perfect sense for projects to be managed in accordance with the strategy and for it to be aligned with the corporate strategy. The project strategy is important for every company.

How does corporate strategy impact project strategy?

A project strategy will be based on the corporate strategy, which will allow the business to implement its overall strategy. Communication is key, as without it there can be problems and difficulties in understanding what is being done in the project, creating a management failure.

The strategy of a project are all those aspects related to the life cycle of the project, know which review points are key to ensure that the project is well managed.

When the management team of the organization elaborates the corporate strategy it decides what it is going to do and how it is going to do it. An important component in the implementation of projects is important in the way they carry out the strategy they will follow with the project strategy. Strategy means having an action plan, through which measures must be taken to ensure that processes are in place to carry out projects and that objectives are achieved.

A clear direction provided from senior management to ensure that the project is kept on track, with a critical role in the impact of the strategy and the achievement of the organization’s goals. If we have a PMO that manages the project efficiently, with good communication throughout the project, there is a better chance that the strategy will be achieved and that the desired long-term results will be obtained.

Project management is often a central process within the global business model. Programmes and projects enable the organisation to effect change in a managed and controlled manner. Emphasizing that many companies consider that program management involves the management of corporate profits, creating the distinction of project management.

Project management tools and principles that help advance business strategy

Project management tools and principles are important for the effective advancement of business strategy. They help work on the project to keep corporate objectives and strategies aligned. That, from there, tools like TALAIA can help to know who needs to do what and when, so that the milestones can be delivered on time. The control of changes that occur is also important to have them controlled and related to the objectives.

Project portfolio management is important and central to the prioritization of projects and programmes, as well as to the allocation of resources. It is also important to realise that value management is a key aspect of the project strategy, which works to ensure that value is being created through the project. While risk management is also deployed to ensure that all risks to the project strategy and consequently to the overall corporate strategy are identified, assessed, understood and mitigated. With revisions and changes it is possible to affirm that the project strategy works to offer the best possible value with well managed risks.

In conclusion, for a project to be successful it must be executed according to a project strategy aligned with the overall corporate strategy, which will be communicated so that the organization can have controls to ensure that the project is managed in such a way as to meet the objectives.

Learn how to setting your PMO

Everyone starts at some point and someone who is setting up a PMO for the first time may find it difficult. With this article from Parwaaz Consulting Corporation you can have the whole process under control in 100 days.

Is it risky to do it without experience? Maybe.

Is it possible? Yes.

In this post you can see the points to work for it.

1. Ways to Become a Project Management Office Leader

Two categories are addressed to become head of PMO:

  • In the conventional way. In which a business analyst who becomes a project manager and then a portfolio manager and then a PMO leader. Or it could be a PMO analyst or a consultant (doing project management work) who becomes a program manager and then a PMO leader. And we haven’t even included other roles like Software Architects or Designers in the mix. Although this is a conventional journey, there is no exact assignment of the role of a PMO leader.
  • In an unconventional way. That, depending on the needs of the organization, you can jump from a role to a PMO boss directly because you know the entrances and exits of the company, you know who to work with and in what and how to do things.
    It’s strange to start with the less conventional way in a large, established company. It’s usually not the first time a PMO has been established within a large organization and, in their true intent, they apply what they learned from their previous attempts to establish a scalable and sustained PMO. These companies also often have the resources to hire someone (consulting firms or people with experience) or to promote someone from within (with the right combination of skills and experience) to solve problems in the process, structure and everything related to the PMO.

It is strange to start with the less conventional way in a large and established company. In general, it is not the first time that a PMO is considered within a large organization and, in its true intention, is learned or learned from previous attempts to establish a scalable and sustained PMO. These companies also usually have the resources to hire someone (consulting firms or people with experience) or to promote someone from within (with the combination of the right skills and experience) to solve problems in the process, structure and everything. what is related to the PMO.

2. Skills needed to play the role

There are innumerable ways to develop the role of PMO, and it requires different facets, and each organization has different needs and requires different skills. Before starting the role of a PMO leader, you NEED to have a basic knowledge of the processes, standards and techniques involved in project management. It’s your job: setting standards and governance, aligning the project portfolio with the organization’s strategies and testing the need and value of the PMO supports your team by removing obstacles in its path. While these responsibilities DO need understanding of project management, they also require organizational knowledge (strategy, culture, regulatory needs, pain points, etc.), specific business knowledge (HR, Marketing, Procurement, etc.). , especially if it is a function-based PMO) and, what is more important, People’s skills (relationship building, influence, negotiation, facilitation, etc.) PEOPLE’s skills and understanding of PEOPLE MANAGEMENT PROJECTS are not negotiable for paper. ORGANIZATIONAL skills are very good to have, while having SPECIFIC knowledge of the business really depends on the nature of the PMO.

3. Ideas that need to be applied

 Even if it is the first time you set up a PMO, it will be considered THE expert immediately within your organization. To show that you are the right choice for the role, you must show that you are prepared for the following: Show KNOWLEDGE: Bring your global thinking to the table and also quickly identify the context of the PMO configuration, assess the immediate challenges you may face and know who you can count on. Have the correct ATTITUDE: This is it! Your willingness to have a “can do” attitude and be flexible when necessary will serve you well throughout your PMO configuration journey. Moving with URGENCY: Time is of the essence and the success of your PMO lies in the perception that you have your organization of it. Take action quickly and feel free to show that you are moving. In fact, be sure to share your plans, actions and results with the right audience.

4. Step-by-Step to set up a PMO in 100 days

The first 100 days for any leader who enters the office marks an important milestone. He is judged by performance during that period and the opinion established during that time persists throughout his term. As a leader of the PMO, you must take this standard on yourself. It is very likely that this will not be established as an expectation of your stakeholders, but this plan of action will be widely appreciated by them.

Days 0 – 28 >> ​​Phase I: Evaluate maturity

Key steps: Understand the current status of the PMO and the organization in which it resides (If there is no PMO currently in operation, skip this step) Place the organization under the lens and evaluate its focus on processes, synergies between departments , the maturity of decision making and technological orientation. (It helps you evaluate the conditions of preparation to have a PMO) Determine the strengths, weaknesses, gaps and, consequently, place the PMO within the appropriate maturity level (Can you set up a mature PMO from the beginning? PMO of incipient level and plan its maturity over time?) The 3 main elements of the checklist Identify the main stakeholders and interview them. (Understand pain points and wishes, review who you can count on to support you, who might be obstacles to you, who needs to educate about PMOs and start building relationships) Evaluate PMO staff and resources and determine any immediate hiring needs (Suggestions similar to those of interested parties: your staff are also your stakeholders!) Identify quick wins to be achieved in 100 days (For example, these can be 1. useful, instructional templates, OR 2. project management standards in a language other than project management so that others can understand them, quick wins really depend on the challenges you have identified during your interviews) ALERT: The most common reason why PMOs fail it is due to (lack of) acceptance of executives. Pay special attention to i) educate your executives about PMOs, ii) align with them about the influence and responsibilities of your PMO and, most importantly, iii) build relationships with them to buy from YOU, YOUR ideas and , finally, YOUR PMO.

Days 21 – 49 >> Phase II: establish the target state and define the roadmap

Key steps Define the objective status for the PMO according to the executive sponsorship and adaptation capacity of the organization: the evolution of the PMO is directly proportional to that of your organization (If you try to be more mature than your organization can accept that be, you will not succeed) Determine the scope of the PMO in terms of its function, target business areas and geographical locations, and the nature of the projects it must address (This is KEY and must obtain an absolute and decided agreement with its sponsors Use your negotiation options to get as close as possible to the great vision you have for your PMO, even if evolution is expected to be in phases. Specify metrics and qualitative indicators to measure the performance of the PMO (YOU must push this conversation and establish the metrics and indicators that make sense for your PMO in your organization and seek agreement from your stakeholders) The 3 main it is elements of the checklist and finalize PMO business case (This is the tool to use to achieve all the key steps mentioned above for Phase 2. Do you not have a business case template in your organization? Create one If you do, use it and do not waste time creating something else) – executives get used to how they see and translate information – if a form works well, then take advantage of it to get your vision of PMO. Start hiring resources to help set up PMO (Start now so you have help in time to start running the PMO configuration) Identify 1-2 milestones to achieve in 100 days. (In Phase 1, you identified some quick wins you can achieve in the first 100 days, in Phase 2, add to that by adding 1-2 important achievements that you can realistically achieve).

Days 35 – 84 >> Phase III: Prioritize and implement

Key steps Implement pilot PMO (s) (This is where the actual action takes place: implement the plan and make it a reality, usually one (1) pilot is sufficient and, in general, there is a threshold to do just one before full gradual implementation, but should not hesitate) to eliminate any learning from the pilot and initial launch phases to include in the execution of subsequent phases) Prioritize sections / phases of deployment PMO (This depends on the scope and area of ​​influence of the PMO: will it first deploy several PMO services or will it focus on a particular set of stakeholders before others or perhaps limit its deployment to a specific geography?) Implement full deployment (There is not much more to say here) The 3 main ones Elements of the checklist Incorporate the lessons learned from the pilot (s) and update the PMO business case (The update of the business case is important because it is or that will be used to judge the performance of the PMO; if something was found during the pilot that is worth scoring, do not ignore this important step) Carry out road shows throughout the organization. (Let your stakeholders know that the PMO is approaching them – make it an exciting and exciting experience for them, and that is why I am not suggesting that you spend a lot of money to have a “grand entrance” party: I AM, however, point out that you personalize your message for each stakeholder group that relates to the reason why the PMO will benefit you, link this to the conversations you had with them in Phase 1 and make them feel that THEY are the reason why ‘re configuring the PMO) Achieve an important milestone (This is one of the main milestones identified in Phase 2) ALERT: The introduction of processes and governance often meets the perception of bureaucracy and the ultra-police. In the first days, i) lean backwards to ensure that processes conform to the organizational culture and ii) focus on doing things instead of completing the documentation.

Days 77 – 100 >> Phase IV: Optimize

Key steps Evaluate the performance metrics of the PMO and request qualitative feedback from key stakeholders periodically (you need data to know how you are really doing it, make this a habit and you can always have support material to support the reason why you and your PMO must be present, plus you will also get Brownie points for showing your stakeholders that you are interested) Generate and share the PMO progress report with key stakeholders (Be proud to share what others think of you) Establish commercial reasons to motivate the organization to achieve the next level of maturity, focus or area of ​​impact of PMO (Grow your PMO according to what you hear and see, in this way, your organization will increase according to the capacity of your organization to accept your PMO). The 3 main elements of the checklist Create a panel of standard PMO progress metrics (This will take a couple of iterations to reach an acceptance point by your key stakeholders, but you will have this in place to report on the progress you make) Publish success early in the entire organization. (Is the first project completed on time? New easily understandable templates available? Refined work income process? Communicate with all members of your company .Place posters next to the elevators.Send them through the monthly newsletter of the company. Create your own special e-mail list, get someone else to praise you, get the point) Create a plan to increase the competence / skill / usability maturity of PMO staff and resources (Over time, the expectations of your PMO will increase and, inherently, the people who manage them, invest in the personal and professional development of their resources so they can support you in the execution of the growth of your PMO).

5. Increase the chances of success of your PMO

Did you know that 50% of PMO fail in 3 years? That is the reality according to the Association for Project Management. A frightening thought, Pay special attention to the alerts that were mentioned earlier in the publication. Also, use these TIPS to tip the balance your way: Maintain a mindset of adding value to your leadership while helping project managers at the same time: Be transparent with your project managers as much as you can; they are your first line and can make or break you Do not forget to learn at work: The role of a PMO Leader is fast with many expectations from the beginning. You need to quickly identify your plan and move full steam ahead. Although you may have the required skills, nothing surpasses the experience to obtain a great learning at work. Stand on the shoulders of those who have been there and can help you think big, see ahead or just be a sounding board. Find mentors within your organization if you have other PMOs. Outside of mentors can also be a fantastic resource, as they can provide you with personalized advice on request that you can apply in a timely and effective manner. Gather the right people to help you deliver: Surround yourself with the appropriate resources of the portfolio / program / project managers and Business analysts you can trust. They can deliver the pilot and be champions for it. You need people who understand the Company and well Metric systems involved and can translate data into information. Vision of the PMO and purchase in it.

We believe that carefully following these steps will help your company to easily adapt to a Project Management Office.

 

PMOS. What really needs to be done?

How PMOs should fit into an organization?

Consulting on any Project Management platform we realize that recently a lot of attention has been paid to the purpose and value of the PMO, and this has been done from advice on daily activities in companies that work with PMO. Let’s take some time to see what the PMO should do, and perhaps most importantly, what should not be done.

It may seem obvious, but the basis of what a PMO does has to be based on the reason why it exists. If the organisation has created it as a governance function, then PMO staff should spend their time reviewing projects, conducting audits, serving on steering and oversight committees, etc. The problem is that as PMOs evolve into a role in which commercial value is supposed to increase, that connection between work and purpose becomes more difficult to define.

What exactly must be done every day to improve? How do you know that the work you are doing is yielding the right results?  There are two problems that need to be solved here: An ill-defined business purpose and the lack of an effective business plan.

The business purpose while going with the general idea of improving business value is suitable for a PMO, it should have a more specific objective. Sales managers are not asked to sell more or earn more revenue. There are specific focus areas and specific income or unit objectives that must be met.

The same applies to PMOs. It must set objectives that relate to commercial value, but are also specific enough to directly drive behaviour. Specific details vary from organization to organization, may include things to improve performance and increase customer satisfaction. These are likely to be quite different from the traditional PMO approach, and that’s where the second part comes in: an effective business plan. If the business purpose and specific goals or objectives are from the perspective of the organization and what is to be delivered, the business plan is the PMO’s leadership documentation of how those objectives will be met. It is similar to a project plan, which sets out the steps to follow and who will be responsible for completing the work. It also includes details of how these actions contribute to the achievement of the business objectives they support. The PMO has the task of improving performance compared to benefits. The business plan can identify a number of different activities that contribute to that objective with a greater focus on aligning benefits during project execution, more active client participation in project decisions, etc. These involve the direct action of the PMO. Others require supervision of the work of others. The development of the details behind the plan will be done through detailed planning between all PMO staff and stakeholders.

Therefore, it can be seen that defining what a member of the PMO, or the entire PMO, should do on a daily basis depends directly on the existence not only of a clear mandate from the organisation, but also on the creation of a comprehensive updated business plan. Increasingly, the business plan is what’s missing, and confusion is created among PMO members. To put that in project terms, you have to get the team to achieve the objectives according to purpose, but without first developing the complete project plan.

It must be clear that the relationship between objectives and work must be solid. This has implications, including the fact that the work of the PMO can vary considerably over time. While it is unlikely that objectives will be completely different from one period to another, there is always some evolution and change over time. As a result, the work the PMO does every day will change. By extension, the skills of PMO team members should evolve. In developing the business plan and the details of how to implement that plan, the head of the PMO should always remain focused on what is best for the organization.

PMOs maintain supervision of projects when it is most appropriate for the goals and priorities they have. The same applies to the roles of project administrator. Most of these functions today provide administrative support to project managers, or project management software such as TALAIA OpenPPM, which is implemented. The consistent use of the software tools that the organization has implemented is important and contributes to the delivery of value.

By way of conclusion, it is not uncommon for PMOs to be unsure of what they should do to achieve objectives and increase commercial value through projects. This is a rather vague and uncertain idea, it creates confusion and also the mistaken belief that the work being done actually supports that goal. At the same time, it should not be difficult to establish clear, easy-to-understand and easy-to-communicate work plans for the PMO and workers. All it requires is clarity of purpose and how to achieve it. That starts with leadership goals that are clear, specific and relevant to the PMO. Backed by a business plan developed by the head of the PMO that defines how those objectives are to be achieved.

 

Discover TALAIA

TALAIA OpenPPM Webinar with PMO SQUAD

In this webinar you will have the opportunity to learn more about TALAIA OpenPPM, a new Project Portfolio Management tool based on the PMBOK (R) standards.  TALAIA OpenPPM is an intuitive mid-range PPM solution designed for quick implementation and is scalable from small to large organizations.

During the webinar we will cover:
* How Talaia Open PPM assists Organizational Leadership to ensure Projects align to company Strategical Objectives.
* How Talaia Open PPM assists PMO Leaders to control Projects Pipeline, Execution and Reporting.
* How Talaia Open PPM assists Project Managers to manage and report on their projects.

Wednesday April 3, 2019 12:00 – 1:00 EST
We have limited availability for this webinar featuring the Talaia OpenPPM Solution.  To reserve your spot please complete the information below and an invitation will be sent to you shortly confirming your spot in the webinar.

Webinar Registration

Fabrice Allibert

FABRICE ALLIBERT

Business Development Director