I recently had a fascinating conversation with a PPM Solution Architect in which we explored why large organisations struggle to roll up portfolio information for the Executive team with the global, market leading PPM tool that he specialises in.
The two questions we explored were: Why is this such a problem when there are perfectly good executive reporting modules in perfectly good PPM tools? And, why is a PPM tool with so much capability reverting to timesheet recording and maybe a little bit more?
Our main conclusion was that it is less to do with the tool and more to do with simple practicalities, behaviours and the basic facts of life. For example:
So what's the solution? You can keep struggling, which inevitably will only result in continuing to frustate your exec team, or find a solution that gives them what they want. And here's to deliver it:
1. Be concise and visual
Delivering concise, visual portfolio intelligence whenever they want it is key to happy execs. Your solution needs to be help them see what what they want in seconds rather than being hidden in a slide pack.It also needs to be dynamic, engaging and simple enough to provide an idea of what is happening in the portfolio within a couple of minutes.
2. Ensure it's available on their devices
The nature of execs' work means they most likely work off a tablet or laptop on the go. It's therefore key to ensure your reporting solution is accessible on these devices and allows them to access the data they want wherever they are, be it an airport lounge, on a train, or on the sofa on a Sunday night.
3. Keep it simple and automated
Execs will largely demand visibility of ‘Level 1’ project and programme information. They will always ask for more detail if they want it but remember that the vast majority don’t have time to read long-winded reports. So ensure you have a simple automated portfolio roll up that doesn’t rely on all the detail being posted into a detailed module.
These three steps will help you present your executive and wider leadership team with automated, concise, visually engaging project portfolio reporting and information that is accessible anytime and anywhere. We like to think that you can aim for 20 minutes to do a monthly report and 10 minutes for a weekly report, with no fiddling around with slides and full focus on delivery – happy days!
To discover a solution to this challenge, watch our video below:
by Rupert Taylor September 2018