Business and IT leaders are under constant pressure to deliver outstanding customer experiences, fueled by technology and innovation, at the speed of the market and at a competitive cost. To better understand how Tasktop Viz™ can connect enterprise transformation initiatives with financial benefits, Tasktop commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential ROI enterprises may benefit from by deploying the Tasktop Viz value stream management solution. What the study found was significant, with Tasktop Viz users experiencing up to 496% ROI over three years. In this on-demand webinar, Tasktop CPO, Nicole Bryan, and guest speaker, Forrester Senior Consultant, Sam Conway, discuss the findings of the TEI study and what implementing Tasktop Viz could mean for your business.

1. Master Software at Scale
© 2021 Tasktop 1

2. The audience should be aware of the following:
• This document is an abridged webinar version of a full case study (Forrester Total Economic
Impact of Tasktop Viz, February 2021).
• The study is commissioned by Tasktop and delivered by the Forrester Consulting group.
• Forrester makes no assumptions as to the potential return on investment that other organizations
will receive. Forrester strongly advises that readers should use their own estimates within the
framework provided in the study to determine the appropriateness of an investment in Tasktop Viz.
• Tasktop reviewed and provided feedback to Forrester, but Forrester maintains editorial control over
the study and its findings and does not accept changes to the study that contradict Forrester’s
findings or obscure the meaning of the study.
• The customer name(s) for the interview(s) were provided by Tasktop.
• Forrester does not endorse Tasktop.
Disclosures

3. Agenda
Introduction
What is TEI?
Executive summary
Customer journeys
Study results
Q&A
Please note:
This presentation is an abridged, graphical, and
complementary representation of a case study.
For a full explanation of methodology and details
on model calculations, please refer to the full
case study (The Total Economic Impact of
Tasktop Viz, February 2021)

4. “Next-level” business case justifications are
increasingly important for technology investments
TCO ROI TEI
IT impact
IT costs
IT cost savings
Business
impact
User efficiency
Business effectiveness
Risk/
uncertainty
Risk mitigation
Risk versus reward
Strategic
impact
Scalability
Flexibility
What is an effective business case?
Over 90% of IT decision-makers find value in a
business case

5. TEITM
is a proven,
consistent, repeatable
methodology to justify
technology investments
Flexibility
BENEFITS
COSTS
FLEXIBILITY
RISK
TOTAL ECONOMIC
IMPACT

6. Forrester took a multistep approach to evaluate the impact of Tasktop Viz
Project approach
DUE
DILIGENCE
CUSTOMER
INTERVIEWS
COMPOSITE AND
FINANCIAL
MODEL
WRITE CASE
STUDY
REVIEW AND
FINALIZE

7. Introduction
What is TEI?
Executive summary
Customer journeys
Study results
Q&A
Agenda

8. © 2021 Forrester. Reproduction Prohibited.
“[Having Tasktop Viz] translates to more on-
time deliveries for customers, more
milestones achieved, less cost because we
are wasting less time, and higher quality
because we are eliminating places that
made our engineering team cut corners.”
̶ CIO, transportation
Three-year impact
ROI
496%
BENEFITS
$18.9M
PAYBACK
<3
months
Based on an analysis of Tasktop
customer feedback and quantified
benefit, cost, risk, and flexibility
factors.

9. Financial services – United States, Testing tools manager, 300 Tasktop users
Healthcare – United States, Director of software quality engineering, 450 Tasktop users
Financial services – United States, Head of development, 550 Tasktop users
Transportation – Global, CIO & Senior software engineering manager, 650 Tasktop users
Forrester interviewed 4 customers of Tasktop Viz

10. Drivers to make the investment:
• Inability to move from project to product-based
workflows at scale.
• Project delays from bottlenecks and delivery
inefficiencies.
• Employee burnout and friction between business
and development.
• Lack of consistent metrics or benchmarks.
Prior challenges

11. “We wanted to be able to measure every single
transaction throughout the company and to see
how long they sit in various stages. We are driven
to measure and continuously improve, but we
lacked the telemetry that showed us where
bottlenecks were throughout the company.”
— CIO, transportation

12. Impacts from the investment:
Key results
• Eliminated delays in delivery process by
identifying and removing bottlenecks.
• Viz dashboards streamlined reporting and
eliminated the need for visualization and
analytics software.
• Eliminated need for managers to gather
data and do manual reporting.
• Improved employee experience and
reduced burnout.

13. — CIO, transportation
“Tasktop has the vision, which we use to translate how
we operate across the entire business – not just
software. We have completely changed how we operate
in hardware delivery, software, and project management.
Tasktop was the only player that provided the holistic
view of how everything happens from when we take an
order to when we deliver for a customer.”

14. • The composite organization is a Fortune
500 company based in the United States.
• The organization’s primary competencies
lie outside application development,
although its revenue is generated from
products that rely on internally developed
software.
• Prior to using Tasktop, the organization
used a mix of project and portfolio
management, enterprise agile planning,
test management, and IT service
management tools.
Creating a business case
for the Viz
Forrester created a composite
organization to convey the
aggregate financial analysis

15. Master Software at Scale
© 2021 Tasktop

16. Master Software at Scale
© 2021 Tasktop
Value Stream Management collects and analyzes data from the many essential and specialized
disciplines involved in software delivery, in order to identify how and where you can improve.

17. Master Software at Scale
© 2021 Tasktop
Amazon
Bestseller

18. Adoption expands 5X
over 3 years
Feature teams of 10
users
$100K average delivery
team member salary
Key assumptions for composite:
$160K average product
manager salary
$2,000 tool spend per
team
13% average annual
turnover

19. Three-year risk-
adjusted benefits
$14.9 M
$3. M
$.4 M $.6 M
$0 M
$2 M
$4 M
$6 M
$8 M
$10 M
$12 M
$14 M
$16 M
Improved productivity
and reduced delivery
costs
Reduced
management burden
Improved employee
satisfaction and
reduced turnover
Discontinued
management tools
Based on interviews with current
customer organizations, as applied
to the composite

20. © 2021 Forrester. Reproduction Prohibited.
Viz provides
organizations with the
insights required to
remove bottlenecks and
improve productivity
“[Viz] highlighted where bottlenecks are, and it
provided a common set of terminology that we
use for value-stream mapping and management
across the company. It really highlighted where
we lacked easy information flow between
different work systems.”
- CIO, transportation
The organization starts with 500 users
and expands its deployment to 2,500 by
year 3.
The organization uses Viz to identify
and remove bottlenecks. By Year 3,
delivery productivity improves by 7%
Three-year PV: $14,915,101

21. Master Software at Scale
© 2021 Tasktop
Finding Bottlenecks
Midstream
Downstream
Upstream
Done (Story)
Current Artifact Count: 585
State Duration: 60 days
QA Ready (Story)
Current Artifact Count: 60
State Duration: 5 days
Draft (Story)
Current Artifact Count: 6
State Duration: 11.5 days

22. © 2021 Forrester. Reproduction Prohibited.
Viz reduces the burden
on product and
development managers
With Tasktop, organizations have a
streamlined view of data from tools
across teams, products, and services.
The data is modeled and presented as
Flow Metrics in the Viz dashboard,
providing real-time visibility of the five
metrics for each product.
Prior to using Tasktop, managers would
have to manually collect and analyze
data in an ad hoc manner.
Viz saves each product manager an
average of 2.5 hours per week.
Three-year PV: $3,004,316

23. Master Software at Scale
© 2021 Tasktop

24. © 2021 Forrester. Reproduction Prohibited.
Viz improves
employee experience
and reduces churn.
“We found high WIP that wasn’t even identified
until we started seeing it in viz. It facilitated a
conversation with developers around the technical
debt they were working on but that we could not
see…It definitely seems like the stress level has
come down…”
– Testing tools manager, financial services
50% of Tasktop users are developers in
high burnout roles. The average turnover
rate prior to Tasktop investment is 13%
With Viz, decision-makers were able to
identify excessive workloads that had been
causing burnout on some teams. Improved
experience reduces turnover by 10%
Three-year PV: $401,465

25. Master Software at Scale
© 2021 Tasktop

26. © 2021 Forrester. Reproduction Prohibited.
Viz replaces data
visualization tools and
saves on licensing
Prior to investing in Tasktop, decision-
makers had to invest in additional analysis
and reporting tools to create dashboards
and track work progress.
Each application team within the organization
pays for data visualization software. As
Tasktop usage increases, more teams are
affected over the three-year period.
The assumed expense for use of data
visualization tools is $2,000 per team – which
is discontinued with Takstop.
Three-year PV: $600,263

27. There are benefits to using Tasktop Viz that the
customers couldn’t quantify
Improved customer
experience
Avoided SLA fines
Reduced customer
churn and improved
revenue
Focus on features
instead of defects
Provided more informed
vendor selection

28. Three-year risk-
adjusted costs
Incremental cost and effort
to implement and use the
Tasktop Viz
$1,824,483
$700,053
$367,347
$280,589
Tasktop fees
Implementation and integration
Training costs
Ongoing management

29. TEI analyses also include risk factors
IMPACT RISK
Business/technology needs may not be met by investment in
Viz, resulting in lower benefits
•Baseline productivity of development staff.
•Organizational agility and ability to adopt new methods at
scale.
•Organization size, industry, and prevailing labor rates.
•Preexisting tool usage, reporting capabilities, or
requirements.
•Baseline turnover and nature of development
environment.
•Preexisting visualization capabilities.
IMPLEMENTATION RISK
Proposed investment in Viz may deviate from expected
requirements, resulting in higher costs
•Volume of licenses and service package.
•Organizational agility and or structure.
•Internal resource rates.

30. Return on investment (ROI)
496%
$15.7M
Net present value (NPV)
Financial summary
Three-year risk-adjusted results
-$5.0 M
$5.0 M
$10.0 M
$15.0 M
$20.0 M
$25.0 M
Initial Year 1 Year 2 Year 3
Cash
flows
Cash Flow Chart (Risk-Adjusted)
Total costs Total benefits Cumulative net benefits

31. www.tasktop.com/forrester-tei-report
Questions?

32. Master Software at Scale
© 2021 Tasktop © 2021 Tasktop Technologies Incorporated.
Master Software at Scale
Sam Conway
Senior Consultant, Forrester
sconway@forrester.com
Nicole Bryan
CPO, Tasktop
nicole.bryan@tasktop.com
www.tasktop.com
@tasktop