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cordin8 Enterprise PPMO Solution + Lifecycle

A Portfolio / Program Management Office solution that includes support for application development methods and processes

In addition, cordin8 can be configured to align with your organization�s desired structure and processes. This flexibility enables a solution that best matches the organization�s needs now and ensures support for the organization into the future.

Pre-configured forms and workflows based upon the proven �best practice� methodologies of PortfolioStep, TenStep�, and LifecycleStep. Includes all the features of the cordin8 Enterprise PPMO solution plus added support for application development methods and processes.

Additional Product Features Supporting LifecycleStep

Requirements

Manage the definition and documentation of Business requirements

Automated support for Requirements Traceability Matrix

Manage approvals through workflow routing of forms

Design

Maintain design documentation in single site with all related reviews and approvals

Assign work packages to individual develoment resources

Link design documents with business requirements

Testing

Develop and maintain Testing Plan and Test Cases, link direclty to business requirements

Store Test Case Logs for reference and review

Workflow support for documenting User Acceptance Testing approvals

my cordin8's

Personalized page enabling users to share information, have conversations with colleagues, and organize project information for quick-and-easy access: reports, assignments, and views

For more information, contact us .

cordin8 Enterprise PPMO Solution

A scalable, ��out-of-the-box� Portfolio / Program Management Office solution that can be quickly and affordably implemented

cordin8 contains pre-configured forms and workflows based upon the proven �best practice� methodologies of PortfolioStep, TenStep�, and LifecycleStep.

cordin8 can be implemented centrally yet managed in a distributed manner by business units and departments.

Having all project information stored centrally and available real time to project stakeholders helps the organization achieve the planned results from its projects.

Whether you are implementing a PMO for the first time or looking to improve the efficiency and effectiveness of an existing PMO function, cordin8 software provides you with just the right support.

Product Features

Portfolio and PMO Management

Manage idea evaluation and prioritization workflow processes

Optimize portfolio resource allocations

Oversee active programs and projects with consolidated, real-time reporting

Organize portfolio into sub-portfolios as needed

Program and Project Management

View all program related information in a single location

Review consolidated project-level information; schedule, risks, issues, scope changes, at program level

Drill-down access to all project-level data within program

Email notifications to remind and alert users of upcoming and overdue assignments

Integration with Microsoft Project and OpenProj scheduling tools

Preconfigured with TenStep� project management process forms and workflows, including Project Charter, Project Status Report, Issues, Risks, Scope Changes, Communication Plan, and more

Resource Management

Resource planning integrated into project planning functions

Workflow support for processing / approving resource requests

Enables distributed management of resource pools

my cordin8's

Personalized page enabling users to share information, have conversations with colleagues, and organize project information for quick-and-easy access: reports, assignments, and views

Project Knowledge Base

Community for project managers to share �Lessons Learned�, Project Artifacts, and Project Risks to support improved project performance

Scalable, Multi-Dimentional Reporting Architecture

Links project to multiple portfolios and programs for functional and organizational reporting roll-ups

Links portfolios for consolidated reporting

Proves real-time accesss to project level information across the enterprise

Distributed System Operation

Enables distributed groups to use and manage portfolios and programs

Stores integrated data in single location for consitency, ease of access

Integration with Strategic Management

Strategic management solution facilitates 3rd Generation Balanced Scorecard

For more information contact us

cordin8 TenStep PPMO Solution

The cordin8 TenStep PPMO Solution is comprised of the following five major areas:

Project Portfolio Management (PPM) Dashboard
Project Notebook
Project Knowledge Base
Resource Management
my cOrdin8s

Project Portfolio Management (PPM) Dashboard

The Project Portfolio Management (PPM) Dashboard serves as Mission Control for the organizational unit. It can be customized to align to the organization's project selection, initiation and monitoring processes. The basic structure consists of five areas - an overview plus four stages:

Overview - easy access to reports, such as Issues By Project, Project Financials, and so forth
Stage: Idea - The initial capture of information about the idea. Then, you can assign a cross-functional team (e.g., development, operations, finance, legal) to provide quick assessment from their perspective. These assessments, then, are used in deciding which ideas go forward.
Stage: Business Case - Once an �idea� has cleared the Idea stage, it moves to the Business Case stage for additional analysis, such as financial, marketing, risk, and technical. At the completion of the analysis, the team scores the idea based upon the organization�s criteria, such as risk, technical complexity, financials, and alignment to strategy. Based upon these scores, the executive team can decide not only which ideas to fund, but in priority order.
Stage: Project - When an idea clears the Business Case stage, it moves to the Project stage so that it can be tracked from the project initiation phase to planning to execution to closing. It is at this point that a Project Notebook is created and associated with the �idea� record within the PPM Dashboard. This linkage facilitates the reporting available in the Overview tab. In addition, there is a project assessment form which can be used to assess a project during execution.
Stage: Archive - When a project has been completed (or canceled), it moves to the Archive stage. In this section, the user can search on different fields in order to access archived project notebooks or related information.

There is a harvester associated with a Portfolio. The harvester is a scheduled job that runs at least once a day to gather data from all active project notebooks in order to facilitate management reporting from the Portfolio.

Project Notebook

The project manager and team members use the Project Notebook to manage all information for a specific project. There are three major zones within the Project Notebook:

Project Management Plan - Includes forms and collaborative capabilities for : project roles; project charter; Schedule; Issue Log; Risk Register; Scope Change Log; Meeting Log; Action Item List; Plans; interface to Resource Management Plan; Project Status Report; and more.
Project Deliverables - customized for different lifecycles. Examples include: collaborative requirements section; test case management; and test case log. Within the requirements section, the project manager can setup scorecards to evaluate alternatives (e.g., vendor products) against requirements.
TenStep Tutorial - link to the TenStep© project management content.

A project manager may use Microsoft Project to plan and manage the project schedule and use the synchronization feature within cOrdin8 to update the Schedule section within cOrdin8.

Note: The TenStep© project management methodology requires a separate license from TenStep, Inc. (www.tenstep.com).

Project Knowledge Base

During project closing activities, the project manager captures and tags "Lessons Learned", project artifacts, and risks that were identified and how they were handled, to store in the Project Knowledge Base. All of these items are searchable for future project work.

Resource Management

The resource management functionality provides the capability for a Resource Manager to identify a resource pool and relevant sub-pools. Resources can then be assigned to one or more of them. Project Managers have visibility into the �live� resource pool when planning their projects. They can identify a specific or generic resource. They submit their plans to the Resource Manager who reviews and allocates resources to the projects.

my cOrdin8s

my cOrdin8s is the first screen that users see when they login to cOrdin8. It is customizable by users typically based upon their role. From here, they can view items, such as issues, tasks, that have been assigned to them as well as run executive reports that summarize a project.

PPM Dashboard

Sample Consolidated Reports

Example Resource Utilization Report

Project Notebook

The cordin8 Balanced Scorecard Solution is a configurable portal built to support the implementation of a third generation balanced scorecard. Support is provided for the following key functions and processes:

Dashboard
Destination Statements
Strategic Linkage Model (SLM)
Measures
Review Meetings & Actions
Cascades

The Dashboard provides a high-level view of the firm's performance on objectives: current value vs. plan; trend; and overall status. You can click on any objective to drill down to the detailed definition of the objective and also view data underlying the individual measure.

The Destination Statement tab contains the long-range destination statements developed by the organization. These statements describe the organization's direction across major perspectives such as finance, customers, processes, and people.

The Strategic Linkage Model (SLM) shows the relationships between Outcome objectives and Activity objectives. You can access the detailed definition and data by clicking on any Outcome or Activity.

The Measures tab is used to define and track performance. Values for the measures -both plan and actual-are tracked on a periodic basis, e.g., monthly, quarterly, annual. Data from this section drives the Dashboard and other reporting.

Review Meetings and Actions are at the heart of the balanced scorecard process. This tab is used to create and manage meeting agendas, minutes and action items. Effective support for management teams enhances their ability to achieve desired.

Cascading Scorecards may be used throughout the lower levels in the enterprise. cordin8 supports this capability to manage scorecards at appropriate detail for operating units while maintaining consistency throughout the organization.

cordin8 Change Management Solution

An ideal system for managing small project requests

Change Management Workflow

The Change Management Solution is designed to help organizations manage small project requests, typically less than 250 hours of direct effort. It is easily configurable for your specific business requirements and reporting needs. It can also be integrated with your other internal systems.

Product Features

Service Request Dashboard

The Dashboard provides views and reports on the status of requests: new, in process, on-hold, and complete. Views and reports enable group and organizational level reporting.

Service Request Form

The Service Request Form captures all relevant information from the requester. The request can be assigned to one or more team members for tracking and reporting and processed via a pre-defined workflow routing. The request form also enables stakeholders to attach files, post comments, and track changes for the request as it is processed.

Implementation Approval

Utilize the solution to capture and store approvals and to manage the implementation of changes, including any recovery procedures required.

For more information contact us .

cordin8 Services Firm"All-In-One" Solution

An easy-to-use CRM, Program Management Office, and Business Management system

cordin8 Services Firm �All-in-One� Solution is ideal for services firms that want one place to view sales, project and business management information. Utilizing tools to better plan, allocate, and manage project resources enables organizations to improve operations and efficiency.

Product Features

Customer Relationship Management

Manage the full sales process tracking: contact information, proposals, files, and status

Program and Project Management

Manage project delivery by updating project information, with the option to integrate the cordin8 TenStep PPMO Solution to leverage TenStep project management methods

Document Management

Store and search general documents: e.g., proposal templates, training materials, sales presentations

References

Shared area allows users to quickly find project deliverables and other materials to support proposal development and delivery efforts

For more information contact us .