Capability category: PPM

Capture Demand Intake

PPM Capture requests for work and projects from across your organization. Categorize requests, analyze ROI & business value before getting executive approval to progress.

Evaluate requests for business ROI and value

Evaluate requests for business ROI and value

Take the requests you get from the business, organize them by area and portfolio then run them through your scoring process to determine where the most value lies for your business based on criteria such as: What are the fiscal benefits? What are the soft benefits? How much will it cost? What is the level

Route approvals to proceed the right people

Route approvals to proceed the right people

Leverage the power of Salesforce approval workflows to ensure projects get the approval to proceed in an expedient manner: Route records to different managers according to your business rules Send rejected records back to users to get more details Leverage delegated approvers when your out of office Set approvals criteria as individuals or committees

Align Projects to Strategic Goals

PPM As your requests turn into Projects, make sure that the project goals you capture are aligned with the strategic goals of your organization so your whole team is rowing in the same direction.

Deliver the items that add maximum value to the business

Deliver the items that add maximum value to the business

Projects take time and money to deliver, so it’s important to know your team are prioritizing their efforts on the items that deliver the most value to your external & internal clients: Capture the Goals / desired outcomes for your Project Rate Requirements on their impact towards the Goal Break Requirements down into deliverables for

Define your Project level Goals 1

Define your Project level Goals

Whether your onboarding a new customer or trying to align an internal project to your strategic Goals, Goal setting at the Project level is key. Capture Project Goals Add Requirements to your Goals As Tasks complete see your progress towards Goals update in real time

Capture organize and rate business requirements 2

Capture, organize and rate business Requirements

Capturing Goals is one thing. Making sure your working on the requirements that deliver the most bang for the buck is another. Organize requirements by area of work Link Requirements back to your Goals Rate Requirements based on how important each one is to meeting your Goals

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