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TechValidate Research on CA Project Portfolio Management

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CA Project Portfolio Management Customer Research

How quickly did you see a return on your investment in Clarity PPM?

Immediately: 4%
1-3 months: 7%
4-6 months: 26%
7-9 months: 4%
10-12 months: 33%
12+ months: 26%

CA Project Portfolio Management Customer Research

What percentage of your projects comes in on budget after using Clarity PPM?

100%: 3%
75-99%: 59%
50-74%: 29%
25-49%: 3%
10-24%: 3%
Up to 10%: 3%

CA Project Portfolio Management Customer Research

What percentage of your projects comes in on time after using Clarity PPM?

100%: 5%
75-99%: 59%
50-74%: 21%
25-49%: 8%
10-24%: 5%
Up to 10%: 3%

CA Project Portfolio Management Customer Research

What percentage of your projects bring successful outcomes after using Clarity PPM?

100%: 3%
75-99%: 57%
50-74%: 23%
25-49%: 10%
10-24%: 0%
Up to 10%: 8%

CA Project Portfolio Management Customer Research

Why did you choose Clarity PPM?

Single platform to manage the entire project lifecycle
71%
Greater insight into project progress
63%
Maximize resource utilization
49%
Better analysis and reporting on project budgets
37%
Improve project team collaboration
36%

CA PPM Customer Research

Prior to implementing the CA PPM Data Warehouse, what challenges were you experiencing?

Burdensome effort to generating management reports
37%
Data is always outdated
23%
Too many manual steps
43%
Inability to find a single source of data
31%
No efficient way to extract data out of the system
34%
Not applicable - don’t use the CA PPM Data Warehouse
33%

CA PPM Customer Research

What tool(s) do you use to present your reports?

Microsoft Excel
69%
Microsoft PowerPoint
72%
PDF
70%
Web Pages
33%

CA PPM Customer Research

Who is the common consumer of your reports?

Team Members
58%
Managers
95%
VP
60%
C-Level Executives
45%

CA PPM Customer Research

BI Tools Used by Organizations

Which of the following Business Intelligence (BI) tools does your organization use?

Actuate
3%
Business Objects
42%
Cognos
16%
Crystal Enterprise
11%
Hyperion
12%
Microsoft Power BI
18%
Microstrategy
4%
Oracle Discoverer
5%
QlikView
16%
JasperSoft
66%
Microsoft Office (e.g., Excel)
63%
Other
13%

CA PPM Customer Research

By approximately what percent did CA PPM improve the following?

Greater than 75% 50-75% 35-50% 15-35% Less than 15%
Reduced Project Cost Overruns

6%

20%

17%

19%

38%

Improved Resource Utilization

16%

13%

21%

24%

26%

Reduce Time for Manual Tasks

17%

19%

19%

18%

27%

Improved Alignment to Business

8%

26%

16%

23%

27%

CA PPM Customer Research

Please rate CA PPM’s features when compared to the competition?

Significantly superior Highly superior Superior Inferior
Portfolio Management

17%

31%

44%

8%

Project Management

23%

34%

40%

3%

Resource Management

15%

46%

33%

6%

Financial Management

15%

27%

44%

14%

Adhoc reporting and dashboards

17%

26%

33%

24%

CA PPM Customer Research

Which of the following benefits has your organization experienced as a result of adopting CA PPM?

Drive business outcomes with improved portfolio management
39%
Improved decision making with real-time KPI dashboards
27%
Reduced costs with on time, on budget project delivery
50%
Improved resource capacity planning and avoid costly firedrills
47%
Maximized financial opportunity for software capitalization
22%
Reduced costs with application portfolio rationalization
20%
Provided one source of truth for all work
66%

CA PPM Customer Research

By approximately what percent did CA PPM improve the following?

Greater than 75% 50-75% 35-50% 15-35% Less than 15%

Reduced Project Cost Overruns
Improved Resource Utilization
Reduce Time for Manual Tasks
Improved Alignment to Business

CA PPM Customer Research

Please rate CA PPM’s features when compared to the competition?

Significantly superior Highly superior Superior Inferior

Portfolio Management
Project Management
Resource Management
Financial Management
Adhoc reporting and dashboards

CA PPM Customer Research

What vendors were you using prior to switching to CA PPM?

Planview
21%
Hewlett Packard Enterprise
12%
Changepoint
5%
Oracle
20%
Daptiv
2%

CA PPM Customer Research

What CA PPM capabilities are most important to your organization?

Demand Management (capture and prioritize work requests)
48%
Portfolio Management (what-if scenario planning, constraint-based waterline evaluation, risk/cost evaluation)
48%
Project Management (Project Scheduling, Agile, Waterfall)
82%
Resource Management (capacity planning, skills, resource utilization)
72%
Financial Management (budgeting, forecasting, capex vs opex, financial reporting)
54%
Application Portfolio Management (application classification and rationalization)
13%
Ad Hoc Reporting and Executive Dashboards
54%

CA PPM Customer Research

Which of these challenges does CA PPM help you address when managing an enterprise portfolio?

Difficulty prioritizing work and aligning with strategy
49%
Inability to visualize impact of investment trade-off decisions
22%
Difficulty optimizing resources for the greatest impact
45%
Difficulty measuring financial performance, including budget to actual, forecasts and capex vs. opex
48%
Lack of transparency into project status and additional KPIs
52%
Inability to surface Agile work into enterprise portfolio views
15%

CA PPM Customer Research

What CA PPM capabilities are most important to your organization?

Demand Management (capture and prioritize work requests)
48%
Portfolio Management (what-if scenario planning, constraint-based waterline evaluation, risk/cost evaluation)
48%
Project Management (Project Scheduling, Agile, Waterfall)
82%
Resource Management (capacity planning, skills, resource utilization)
72%
Financial Management (budgeting, forecasting, capex vs opex, financial reporting)
54%
Application Portfolio Management (application classification and rationalization)
13%
Ad Hoc Reporting and Executive Dashboards
54%

CA PPM Customer Research

Which of these challenges does CA PPM help you address when managing an enterprise portfolio?

Difficulty prioritizing work and aligning with strategy
49%
Inability to visualize impact of investment trade-off decisions
22%
Difficulty optimizing resources for the greatest impact
45%
Difficulty measuring financial performance, including budget to actual, forecasts and capex vs. opex
48%
Lack of transparency into project status and additional KPIs
52%
Inability to surface Agile work into enterprise portfolio views
15%

CA PPM Customer Research

What vendors did you evaluate prior to selecting CA PPM?

Planview
45%
Hewlett Packard Enterprise
38%
Changepoint
15%
Oracle
33%
Daptiv
7%
Innotas
3%
ServiceNow
20%
Clarize
6%

CA PPM Customer Research

Prior to implementing CA PPM, what challenges were you experiencing?

Difficulty managing and prioritizing work requests
52%
Inability to connect work with strategy, as well as measure outcomes
38%
No efficient way to do Portfolio Planning and evaluate trade-off decisions
44%
No insight into resource availability resulting in over/under resource utilization
51%
Burdensome effort to compile Project reports, including Project Status and Project Financials
58%
Lack of management insights and visibility resulting in poor decisions
38%
No single source of truth for all work
50%

CA PPM Customer Research

What vendor(s) did you evaluate prior to selecting CA PPM?

Planview
44%
Hewlett Packard Enterprise
38%
Changepoint
15%
Oracle
34%
Daptiv
7%
Innotas
2%
ServiceNow
20%
Clarize
6%

Plenty of CA PPM Training Options

Were there enough options to cover your preferred way to learn (on my own vs. guided vs. instructor led)?

Yes: 77%
No: 23%

Have you used CA Education Learning Paths?

There is ample opportunity to improve and communicate PPM learning paths.

I have never seen a CA Education Learning Path: 48%
Yes, I tried, but I had trouble: 11%
Yes, it helped guide me to the proper learning: 42%

Have you taken advantage of CA Education’s free offerings? Webcasts, YouTube videos, etc?

We have tools available for our customers and a great opportunity to keep communicating our offerings.

Free? How do I find those?: 41%
No, not of interest to me: 7%
Yes, they were helpful: 42%
Yes, unfortunately, they were not as helpful as I had hoped: 10%

What would you like to see/see more of in future PPM education offerings?

What would you like to see/see more of in future education offerings?

Dynamic Labs - Virtual environments with guides
65%
In-product training tools
42%
Subscriptions to a library of training
36%
Sandboxes - Virtual environments without guides
34%
Game-based training
27%
New delivery formats
20%

CA PPM Training Customers Favor Multiple Formats for Their Learning Experience

What would be the ideal configuration of your learning experience?

Short self-directed pieces, purchased as I go: 12%
Short self-directed pieces, purchased as a bundle or subscription: 16%
1 day Instructor-led sessions: 13%
2+ day Instructor-led sessions: 19%
Bundles that combine multiple learning approaches: 34%
Other: 4%

PPM Users Were Satisfied with Self-Directed Learning

Self-Directed training is an umbrella term that encompasses many of our learning offerings that occur without the guidance of an instructor.

If you participated in a Self-Directed learning experience, how satisfied were you with the following?

Extremely Satisfied Very Satisfied Satisfied Dissatisfied

Getting Started
Ease of Use
Content Value
Reinforcing Exercises
Overall

PPM Training Formats Used and Preferred

What options have you used for training on your CA Solutions? Which ones have you used and prefer?

Used Used and Preferred

Instructor Led Class
Dynamic Lab
Web Based Training
Online Videos

What did you achieve with CA PPM training?

What did you achieve with CA PPM training?

Increased chance of project success through enablement (reduce risk of project failure)
49%
Increased productivity
43%
Reduced reliance on external support
34%
Improved user adoption
31%



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