PPM Software Evaluation Criteria
The following section provides additional questions and considerations for Integration. While refining these selection criteria for your specific needs, consider what your organization requires related to integration with existing systems.
Integration (questions and considerations)
Accounting
- What accounting integration is required?
- Is there a requirement to be able to develop financial budgets based upon your portfolios?
- To update budget forecasts?
- Will actual costs be imported into your portfolio management tool?
- How will the integration occur?
- At what level of detail will budgets and portfolios be aligned at?
HR systems
- What HR integration is required?
- Will resources within portfolios be integrated with the HR system?
- Will plan and allocation information is required by the HR system?
- What security considerations exist around personnel data?
- At what level of detail does integration need to occur?
Payroll systems
- What payroll integration is required?
- Is there a need for time management information to be exported to or imported from the payroll system?
- Will actual paychecks be tied to time reporting data?
- What security considerations are present?
Work management systems
- What work management
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