Project Management

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Portfolio Project Management tools.

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Anthony Gall, PMP, CSM, CCMP, ITIL Technical Project Manager| Crowell & Moring LLP Bronx, Ny, United States
I am the Technical PM (only one) for an IT Dept. of 7 groups totaling about 100+ projects. In 2020 it was about 125.

What is the most efficient PPM tool(s) that allows one to report a PPM dashboard, manage project team collaboration and status reporting….essentially centralizes all PPM / PMO work?
I currently using excel - Risk/ Issue register & Action log), PowerPoint - portfolio status reporting and OneNote - project notes and status reporting
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Anthony -

There are hundreds of products in the PM/PPM space, so you'd need to gather your must-have requirements, confirm your budget and then map that against the available offerings.

It's also important to understand that a PPM tool will just result in automated chaos if you don't have standardized, repeatable PPM practices in place.

Kiron
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1 reply by Anthony Gall, PMP, CSM, CCMP, ITIL
Feb 17, 2021 3:42 PM
Anthony Gall, PMP, CSM, CCMP, ITIL
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Thanks Kirin.
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Verónica Elizabeth Pozo Ruiz RYLAI Access Control Quito, Pichincha, Ecuador
Planview is a recommendable software for Portfolio, Program and Project Management.
Also, there is a newfangled project monitoring solution that combines agile with global indicators. Every team member can be included in a Trello dashboard, to update the state of his respective tasks. Then, the information is translated into a global indicators panel, that can be shared with management supervisors. To get more information about this solution, visit this site: https://www.facebook.com/Teleworking-Monitoring-107369664431280/.
Also contact them at [email protected]
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
As I mentioned each time I am writting on the matter it will depends on your actual defined process. Just to put some information at this time we are migrating from Clarity to Microsoft Azure DevOps to manage it.
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Anthony Gall, PMP, CSM, CCMP, ITIL Technical Project Manager| Crowell & Moring LLP Bronx, Ny, United States
Feb 17, 2021 2:50 PM
Replying to Kiron Bondale
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Anthony -

There are hundreds of products in the PM/PPM space, so you'd need to gather your must-have requirements, confirm your budget and then map that against the available offerings.

It's also important to understand that a PPM tool will just result in automated chaos if you don't have standardized, repeatable PPM practices in place.

Kiron
Thanks Kirin.
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Aaron Porter
Community Champion
IT Director| Blade HQ Payson, UT, United States
Have you checked out the Knowledge & Tools section?

https://www.projectmanagement.com/tools/

I don't have a solid answer for you, but would like to present some questions and scenarios that you might want to consider.

Do you have the budget and organizational culture/discipline for a tier 1 tool that does everything (and requires a lot of data to set up and use effectively), or are you okay with a combination of tools that work together? Do you have teams using tools, like Jira and Confluence, that you would need to either integrate or replace? Or are they using tools that have additional modules that you can purchase to give you the PPM functionality you need?

For example, MS Azure DevOps (ADO) and Jira are good work management tools (for developers, in my opinion). Atlassian offers additional modules, some 3rd party, for PPM and related functionality. If you're already a Microsoft shop, you can use ADO with the power platform (PowerApps, Flow, Power BI) and Teams (leveraging MS apps that integrate with Teams, like Project, Roadmap, List, and Tasks, as well as non-Microsoft apps) to build out a solution.

I'm not saying that's the best way to go, I'm just pointing out that you may already have access to tools that can help, and may be worth considering if you don't have the budget, organizational fortitude, or need for an enterprise system. Unless you're planning to change your organization to fit a tool (which occasionally makes sense), you need to take your organization into consideration when selecting the tool. Okay, you always need to, just for different reasons.

Another consideration is the question, "What do you need today, versus tomorrow?" Do you need an enterprise tool, today, or do you need to introduce practices and concepts to build maturity and prepare for an enterprise system? Start small with core tools and a roadmap to grow into something bigger. Or, maybe you need something like Primavera or Workfront.

Tool management is another concern. Is your company in a position to hire system admins, or will you be expected to maintain the solution?

One final thought - can you piggyback on a related effort? We're looking into a new ERP. One of the considerations, but by no means a deal maker/breaker, is the solutions' project management capabilities. Depending on the final decision, we may be able to get rid of some of the standalone tools we use and leverage a tool that gives us access to company data and resources instead of spending money an PMIS and PPM solutions.

Don't worry about posting answers to my questions; I just hope my questions help you find the answers you need.
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Abolfazl Yousefi Darestani Manager, Quality and Continuous Improvement| Hörmann-TNR Industrial Doors Newmarket, Ontario, Canada
I do agree with Sergio.
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Vidas V Lithuania
It really depends on how complex do you want to go. If it is about ticking as many boxes of requirements and then having a painful solution deployment to broader user base - then Jira could be an option, it's just an IT tool so focus will be IT teams.

If you can go for something simpler to start with which involves project portfolio but can be used to everyday project and task management activities then you could check https://teamhood.com/solutions/digital-pro...ent-office-pmo/
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Jude Xavier Global Solution Architect & Director - SAP| Cognizant Technology Solutions, Inc. Hyderabad, India
Have you checked out SAP's PPM tool. Its expensive but it can provide very good functionalities of your Portfolio with workflow and , tracking initiatives, also do a lot more. I know it integrates very well with SAP Project systems, Financials, PLM, especially if you are using it for New Products Development within SAP. But with other ERP's you probably need to write your own interfaces.

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