Develop a clearer picture of your investments by using data on commodity IT investments, duplicated efforts that could be consolidated, and misaligned functionality to ultimately maximize the return on investment. Review how an efficient communication model, along with the use of the IT Dashboard and PortfolioStat, can help to maximize the value of your IT investments.

1. justin.naughton@umt.com

2. UMT Federal Webinar Series
 Capital Planning and Investment Control
 Get and overview of the CPIC processes as they are enabled using the UMT 360
solution and the Microsoft EPM Platform.  6/19/2013 1100 – 1200
 Prioritization of End of Year Funding
 Learn how to optimize your end of year funding and prioritize those unfunded
requirements (UFRs)  7/17/2013 1100 – 1200
 Annual Planning and Budget Formulation
 It’s that time of year again! Are you ready for this years budgeting process? 
8/21/2013 1100 – 1200
 Communicating Investment Status
 Reporting, Dashboards and Metrics  9/18/2013 1100 – 1200
 Application Portfolio Management Best Practices
 Eliminating Fragmentation and Redundancy in IT Budget Spend: A Look at Best
Practices of Application Portfolio Management  10/16/2013 1100 – 1200
 Managing Critical Resources
 Who’s Doing What When? Answering the Age Old Management Question of Resource
Management 11/20/2013 1100 – 1200

3. UMT – Who We Are
‘Winner of MicrosoftPartner of the Year’
‘Visionary’in Integrated ITPortfolioAnalysis
Applications
‘CoolVendor’ in Gartner’s Cool Vendor
Report 2012
PPM Experts
20years of experience
With over
Gartner MQ Download: http://www.umt.com/en-us/community/pressreleases.aspx

4. Portfolio Mgmt. Experts
Consulting Excellence & Product Innovation
• UMT - Released
eStratframes
• Gartner Paper -
UMT: Aligning
Management &
Business Structures
• UMT – Released
UMT Portfolio
Manager
(Top Down
Portfolio Analysis
solution for PPM &
APM)
• Gartner Report -
UMT included in
Gartner’s Cool
Vendors in
Portfolio
Management
Report
• Gartner MQ -
UMT included in
Gartner IT PPM
Magic Quadrant
• Meta Group -
UMT positioned as
the leader in the
Portfolio
Management
MetaSpectrum
Report
• Gartner Award -
UMT selected as
the ‘Best PPM
Strategy Service
Provider’ at the
Gartner Project &
Portfolio
Management
Summit
• UMT – Released
UMT Project
Essentials
(Business Planning
& Management
solution for
Microsoft Project
& SharePoint
Server)
• Microsoft
Acquisition -
Microsoft acquires
UMT Portfolio
Manager to add
project and
application
portfolio mgmt.
capabilities
• Gartner MQ -
UMT included as a
Visionary in
Gartner IT PPM
Magic Quadrant
• UMT - Released
UMT IT 360 (IT
Business Planning &
Mgmt. solution for
Microsoft SharePoint
& Project Server)
• Gartner Report-
UMT included in
Gartner’s Cool
Vendors in Program
and Portfolio
Management Report
• Gartner IIPA MQ
UMT positioned as
Visionary in
Gartner's Magic
Quadrant for
Integrated IT
Portfolio Analysis
Applications
• UMT – 2013
Microsoft
Project Portfolio
Management
Partner of the
Year. UMT as a
two-time winner!

5. Agenda

7. PortfolioStat Drives Focus on
Integrated Portfolio Management

8. The Enterprise Data
Model

9. Enterprise Data Model

11. Enterprise Process Types

12. Project Overview

14. Relationships

16. Integrated Portfolio Mgmt.
Synergies between APM and CPIC
Investment Portfolio Management

17. Design: Define, Integrate & Control
Establish Model, Governance and Priorities

18. Design: Define, Integrate & Control
Establish Model, Governance and Inventory
Business
Capability
Mapping
Basic Meta Data
Surveys &
Metrics
Segmentation
Strategy
Alignment to IT
& Business
Goals
Financials &
Resource
Requirements

19. Assess: Collaborate & Analyze Portfolios
Utilize Powerful BI to Identify Transformation
Maintain Enhance
Enhance Retire

20. Transform: Capture IT Demand & Expenses
Optimize IT Demand & Communicate Roadmap
O&MExpense O&MExpense
Indirect Costs
• Overhead
• Facilities
• Network
• Etc..

21. Measure: Track Performance & Results
Transparency & Measurement

23. Calls To Action
 Contact UMT About an
Onsite Discovery
Workshop Session
 Learn
 We learn about your EPM and
CPIC goals and strategies
 Show
 We show you a detailed deep
dive of what is possible
 Think
 We think together with you
about a roadmap of how you
might implement
Note: The cost of the workshop is covered
through your Microsoft Enterprise Agreement.
Application Portfolio
Management Best Practices
Eliminating Fragmentation and
Redundancy in IT Budget Spend: A Look
at Best Practices of Application Portfolio
Management  10/16/2013 1100 – 1200
Managing Critical Resources
Who’s Doing What When? Answering
the Age Old Management Question of
Resource Management 11/20/2013
1100 – 1200