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DELOITTE CASE STUDY: ROADMAP TO OPTIMIZED RESOURCE PORTFOLIO MANAGEMENT

Elmar Lotz and Marc Neckermann presented at the 2020 European Resource Management Conference on October 8, 2020

(Transcript of the European resource management conference presentation – source)

 

With an annual growth rate of 21% in the IT department, Deloitte was trying to keep up with the growing number of demands that doubled every year. Elmar Lotz, Deloitte’s ITS Portfolio Manager, describes the pain points of stalled projects and resource bottlenecks in his joint presentation at the 2020 European Resource Management Conference. Together with Marc Neckermann of Valkeen, Lotz gave attendees a look into how Deloitte transformed its PPM processes with the expert guidance of Valkeen and the powerful resource management capabilities of Tempus Resource.

Designing a new process

When Valkeen first began working with Deloitte, their PPM tools were insufficient, and their resource management maturity levels were low. Across the PPM landscape, Neckermann recognizes that most maturity levels are low, due to the lack of powerful tools and the lack of awareness of resource management practices. While organizations focus almost exclusively on business cases and balancing budgets, they tend to neglect resource management, skills tracking, etc. Luckily, Deloitte already had a governance body who knew they needed a better focus on and development of resource management.

Company growth not only doubled Deloitte’s IT project demand, but also increased the levels of project complexity. Their PPM processes back in 2016 weren’t unified, integrated, or universally adopted. Nor was there any feasibility assessment in place. Deloitte was operating without timesheets, skills matrices, or scenario analysis, and essentially relying on an unruly number of Excel spreadsheets. All of this resulted in unplanned costs and distortions across the portfolio.

In order to meet Deloitte’s one-year targets of increasing resource efficiency; enhancing speed and response rate; optimizing processes and project prioritization; and optimizing their tool landscape, Valkeen offered a roadmap for success that focused heavily on stakeholder change management. With detailed interviews and feedback on pain points, Neckermann helped design a tailored, new PPM process for Deloitte.

Implementing Resource Portfolio Management (RPM)

A striking characteristic of the process is two separate planning phases. Instead of a single plan before project approval, Deloitte completes a 1st Plan, gains approval, and then does a 2nd Plan. The first planning phase is done using generic resources and simulations. Once a specific scenario is approved, then a detailed plan can be completed with named resources, forecasting, and reporting. Also notable is how streamlined Deloitte’s process is now that all initiators, whether for a project, demand, business as usual, etc., follow one single process. While there are many more process details, which you can find by contacting Marc Neckermann at Valkeen, one final one to mention here is the creation of a project Fast Track to get high-priority, high-impact projects through the pipeline faster.

The benefits for Deloitte are already impressive and will no doubt continue to impact its IT team. So far, they have been able to complete 55% more projects than before. With same-day scenario analysis, Deloitte are proactively approaching projects and resolving potential conflicts. In terms of speed, they have saved 70% of project completion time with their fast track priority process. And finally, they have increased the rate of demands in progress vs. in the pipeline from 30% to 50%. Among more qualitative benefits are Deloitte’s IT department being seen as a service partner due to its higher level of PPM maturity and maximum user acceptance in planning and timesheets. They now have cross-division and cross-location resource utilization that gets resources out of their silos.

To learn more about how Resource Portfolio Management can help grow your organizations PPM maturity and optimize resource productivity, contact Valkeen. And be sure to check out all of our speakers from the 2020 European Resource Management Conference.

You can watch the full replay of Elmar Lotz and Marc Neckermann’s full presentation, “IT Resource Portfolio Management at Deloitte – Roadmap to Global Portfolio Management Leadership” below:

Read Full Transcript:

Intro

It’s been an exciting day so far and tons of valuable information. Having Daniel speaking about who is Herbie and the bottlenecks. I really like that approach, as well as the traffic jam equals utilization levels, completely inspiring thoughts here. Having Tim presenting approach about planning cycles, really interesting stuff, as well as Donna again nailed it with an easy to adapt approach on strategic portfolio management and emphasizing the need for demand management and capacity planning during demand management and what is just the perfect bridge over to this presentation, and it’s a joint presentation as you already heard.

Read More

Watch full presentation?

To learn more about how Resource Portfolio Management can help grow your organizations PPM maturity and optimize resource productivity, contact Valkeen. And be sure to check out all of our speakers from the 2020 European Resource Management Conference.

To watch the replay of Elmar Lotz and Marc Neckermann’s full presentation, “IT Resource Portfolio Management at Deloitte – Roadmap to Global Portfolio Management Leadership” below:

And be sure to check out all of our speakers from the 2020 European Resource Management Conference. To watch the entire conference, simply fill out the form below:

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