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Optional OPM3(Governance), Portfolio, & Program Layers (3)

Subscribe to Optional OPM3(Governance), Portfolio, & Program Layers (3) 2 posts, 2 voices

 
Avatar brad.benjamin 1 post

First, this product is fantastic. I am in the process of implementing a PMIS (perhaps going the self-development route with Access 2007). While gathering requirements last night, I stumbled upon Mentat.
You are extremely close to achieving another win with service offering for a Program and Portfolio Management System. If you add this functionality, you will hit a much larger audience. As a Program Manager, I find this tool extremely beneficial, and can achieve wins in its current functionality, utilizing Projects as Programs, and sub-projects as the actual unique projects.
To get the next win, I have provided the steps below to meet Portfolio and Program Governance, respectively. If you pursue, I don’t need any reference – its mostly PMI standards, but consider giving me a free copy? :) On a serious note, send me an email if you consider and want more information. I am more than happy to help (yes, free!)
Portfolio MIS:
1. Add a Strategic Alignment or Initiative level, similar to Add a new Project, Subproject, etc in options.
2. The layout will be similar to task, but request a quantifiable deliverable in x period of time (typical is yearly). Example: drive a 20 percent increase in customer satisfaction survey by Q3 end.
3. Provide a location for Link mechanism to Programs (easier to have a selection option in Program Area, as opposed to link to multiple Programs per 1 initiative).
4. Some way to have a late task change status of Initiative Goal??
Program MIS:
1. Same as above – add option for New Program. Projects will be able to be linked to Programs for clear identification of corporate work.
2. Program similar to Project (identical?) add process now – for easier win, replicate current operation – in the end, it will only be an additional 2 levels (optional) added to a WBS.
Finally, if pursued, consider changing Subproject Verbiage to Activities or Tasks, for no other reason than the avoidance of more subs.
Again, great job with this! I am just bummed I didn’t find you earlier!
Thanks,
Brad

 
Avatar hmslloyd 29 posts

Brad,
I really like this product too, but I have not been able to get anyone there to answer any questions since late last year. I suggest you call them. I did actually talk to a live person there once.
Office: 206.216.3923
Fax: 206.217.5759