Chasing the Rainbow
Today’s Project Portfolio Management Software packages have incredible features
to help teams collaborate and visualize their project based work like never before.
Some of the best are also intended to be customized to meet specific business terminology
and events. Given that resources and schedules are often shared, this powerful combination
of insight and adaptability can help companies reach an elusive goal that faces
every PPM Software implementation: how can you increase adoption across related
departments?
Provide and Conquer
This diagram illustrates "Spiral Adoption", a new techique I developed
on a recent project. Here’s how it works.
Dept A licensed Workfront for their On-Demand Project Management Software, entered their
data, and used it to generate the status of their Project based work. Several Related
Departments relied on the Dept A data but for a variety of reasons did not have
direct access to the Project Managment Software. To share the data, Dept A generated
a Daily Extract to Excel and posted it on the network. The Related Departments pulled
copies of the Extract, transformed it to suit their own needs (e.g. dropping certain
columns and rows), added their own updates (e.g. new status values, revised dates,
% complete), and created their own Excel based reports (e.g. pivot tables, summary
tabs). Unfortunately, despite these best efforts, the process was time consuming,
inefficient, and prone to wasteful confusion caused by stale-dated reports.
Given the realtime nature of the data and excellent reporting features, Dept A quickly
became recognized as the most current and reliable source of Project information.
Management wanted to consolidate both the timing and the format of their reports.
They asked Dept A to add extra custom data fields to cover the key data points from
the other departments. There were thousands of Tasks already being tracked and edited
within the Related Departments. To minimize the impact on those teams and avoid
data entry errors, we used a web-based applet that let Dept A users upload an Excel
file of edits from the Related Departments straight into Workfront.
In short, the Project Management Software effectively widened to accomodate Dept
A, B, C, and D, giving Management the comprehensive reporting they were after, but
without substantially impacting how the Related Departments were performing their
work.
Revolution
There were some very interesting and pleasant side effects to the Spiral Adoption
technique:
- Dept A now prepares for review meetings by exporting the rows and columns they need
to Excel, editing on the fly in Excel during the meeting (faster, no internet required),
and then uses the Excel Uploader to push up the changes
- Dept B moved all of its data needs into the Project Management Software, became
full fledged users themselves, and dropped their entire extract > update >
Excel loop
- Dept C created a tailored view of only their information and effectively owns and
administers that data via the Excel Updater
- Dept D has no immediate plans to change their processes, which is fine because…
- Management now has regular, reliable, comprehensive reporting across the departments
The Spiral Adoption technique offers a way to consolidate data without duress, and
instead win over additional departments on merit, over time. If you’d like
to know more about the Excel Updater for Workfront, please drop a comment to this article.