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Vendor Showcase Recap: Triskell Software for Enterprise Governance

Please find below a transcription of the audio portion of Rich Murphy’s showcase session, Triskell Software for Enterprise Governance, being provided by MPUG for the convenience of our members. You may wish to use this transcript for the purposes of self-paced learning, searching for specific information, and/or performing a quick review of webinar content. There may be exclusions, such as those steps included in product demonstrations. You may watch the live recording of this webinar at your convenience.

Kyle: Hello everyone, and welcome to today’s MPUG vendor showcase session, Triskell Software for Enterprise Governance. My name is Kyle, and I’ll be the moderator today. Before we begin, I’d just like to remind everyone that this is a better showcase session, which is a little bit different than the typical MPUG training webinar. The presenter will discuss a third party, Microsoft Project Add-ins or service in a no pressure, stress free environment for you. These Add-ons and services are not out of the box functionality, and do require product trial or purchase.

Kyle: The session is eligible for 1 PM@PDU in the technical category, and the MPUG activity code for claiming the session is on the screen. Like all MPUG webinars, a recording of this session will be posted to mpg.com shortly after the live presentation wraps up, and all members can watch these recordings at any time and still be eligible to earn the PDU credit. All the sessions you watch on demand could be submitted to your webinar history, and the live sessions you attend are automatically submitted. And within your history, you can print or download your transcript and certificates of completion, including the one for today’s event. And you can access that by logging into mpug.com, click My Account, and then click on the Webinar reports’ link. If you have any questions during the session today, please send those over at any time using the chat question box on the GoToWebinar control panel. We do plan to answer those for you after each segment of the presentation.

Kyle: All right, we’ll go ahead and begin. We’re very happy to welcome Rich Murphy, today. Rich has more than 35 years of experience in the project management field. He began as the Project Controls Engineer for a four billion dollar power plant engineering and construction project. He and his longtime partners have led the development of many leading commercial project management software systems. After Microsoft’s acquisition of one of these systems developed by his team in 2000, Rich joined Microsoft, and participated in the development of Project Professional and Project Server. He was the original solution CEO for Microsoft’s EPM system. After leaving Microsoft, Rich and his team continued to develop complimentary solutions built on the Microsoft technology stack. For the past six years, Rich has provided marketing and product development advice to several PPM vendors. And in 2019, Rich joined Triskell Software, and is VP of Strategy and Corporate Development.

Kyle: Welcome, Rich. And at this time, I’ll hand it over to you to get started with today’s presentation.

Rich: Okay, Kyle. Thank you very much. I just wanted to ask if the… Is the volume Okay for everybody?

Kyle: Yeah, volume is great and [inaudible 00:03:03] presentation looks good too.

Rich: Okay. I’m going to go through, not a lot of slides. I want to do more showing you about the system. I will, however, repeat some of the stuff that Kyle used in my introduction. I’ve been in the business a long time, and I started out in a nuclear power business. That isn’t the growing business as you might imagine, so I moved into the project management software field. And one of our products, it was called the Enterprise Project was acquired by Microsoft in August, of 2000. And I joined Microsoft as a program manager, helping to design what became Project Pro and Project Server. And I also reported to Steve Ballmer at the time, because there were eight solution CEOs for various solutions. Only two of those solutions survived. The Microsoft Project one was one of them, and the other one actually was SharePoint.

Rich: After leaving Microsoft, my partners and I went back into the business of building software. And for eight years, I participated in the Microsoft Advisory Council for various products. And I am a regular speaker for MPUG PMI chapters, and the Enterprise Architecture Conference.

Rich: Just before we begin, Triskell is not just an Add-in to Microsoft Project. Triskell is actually a different type of system on its own, which does more than project management, more than portfolio management. And Gartner and Forrester, and other organizations such as the Scaled Agile Framework Group, they’ve recognized the system for the things it’s done besides PPM. We’re one of the few vendors. There’s about 20 of them, but there’s only three that have been in the software execution marketplace that Gartner identified the market guide. Since it came out three years ago, we always participate in the Gartner PPM Summit held in Europe, not this year. We are a partner of the Scaled Agile Framework. And two years ago, we were recognized as one of the 10 most promising PPM solutions.

Rich: Let me explain a little bit about what Triskell is, so that you do not get confused with traditional ppm systems. What Triskell is, is it’s a system used for enterprise governance and it’s an… It’s really an Enterprise Strategic Portfolio Management tool. Notice that I didn’t necessarily emphasize the word project, although people do use the system, obviously for managing projects. What Triskell really does, which is illustrated on the slide is it allows an organization to do their strategic planning for it. So you can do your corporate budgeting, for example. You can assign various strategic plans, which would involve operational work and project work. You can set goals.

Rich: Obviously, those goals can generate some projects. They can also generate things that are going to be done that are not project related with Agile tools such as Azure, Microsoft Azure, DevOps and JIRA or Rally from CAs. And it also handles product management. As you’ll see when I go through the demonstration, Triskell has a way of tying all these things together. We refer to them as related objects. And so Triskell is, it’s a cloud-based system. It handles enterprise strategic portfolio management. It’s a system, and a platform. The system is very, very configurable, and it’s configurable without knowing anything about a computer language. The configuration of the system is all done with point and click, check boxes, moving things around, specifying lists, et cetera. So, not every customer does that. But many customers who start out using the system in one department do wind up having other departments come along and say, hey, I’d like to be able to do that. And the users can do that themselves.

Rich: The other thing I want to emphasize is, the system is a cloud-based product. When the designers who had a lot of experience in the project management and PPM field, when the designers developed this system, they decided on premise systems were not going to be successful going forward. And they designed this strictly as a cloud-based system. The system can run, the two systems they chose were Amazon, Amazon Web Services and Azure. It was originally developed on Amazon. We did have two customers in Europe, who are competitors of Amazon. They did not want to be running on Amazon. So we literally moved the system in just a few days to a very popular virtual web platform called Orange Business Services, which is, Orange is the second largest telecom provider in Europe. One other thing that I will emphasize because they didn’t want to be locked in to Amazon Web Services, the system was designed to be completely [inaudible 00:09:28] with no dependencies on Amazon Add-ins.

Rich: Some of the things that the system addresses, obviously, strategic planning and execution, portfolio management. Shown here is the sort of traditional portfolio management approach of having a portfolio, having programs under that and having projects. But as you’ll see when we do the demo, there is no rigid structure that you have to follow. The system does a great job of resource planning and resource management, independent of the projects but linked to them. It has a complete financial management system to do budgeting, forecasting, tracking Agile. Two of the most popular things that attract customers to us these days are the ability to handle Agile Portfolio Management and meet the safe requirements.

Rich: Another thing that as, which we see, we don’t see people moving to Agile, totally. One, I think there was a presentation recently. It wasn’t on MPUG but there was a presentation by PMI, which said management thinks Waterfall, and developers think Agile. So it is possible in Triskell to have a project that is being maintained at one level with a Waterfall technique and Microsoft Project, and to have the things underneath be using either our Agile tool, our Scrum tool or a system like JIRA or Azure DevOps, for example.

Rich: This slide is really used… I’m not going to go into it in a lot of detail. This is really used to illustrate some of the general capabilities and how people use the system. I should mention that the system is a multi-portfolio system. Very common that an IT department starts to use Triskell, and then a business group, the sales and marketing department sees what they’re doing and says, we’d like to use this tool but our terminology is totally different, our business processes are totally different. That’s the type of environment that Triskell was well suited for. We have large corporate customers like Ferrari, for example, who use this to run their entire business. We have a lot… We’ve got several European government agencies. The organizations that tend to use Triskell tend to be larger organizations that are moving to Agile tools, and basically see that we have some advantages that other tools don’t have.

Rich: I’m going to explain just briefly what makes project, or what makes Triskell unique. It was designed from the ground up to be a system for enterprise governance. It was developed as a Software as a Service Cloud Platform from day one. It was not an on premise system that was ported to the cloud. I just mentioned that it is true multi portfolio. And here’s sort of the simple way to explain what users see as very unique.

Rich: The system has various capabilities, we call them functions. So we can do roadmapping, masterplans, dashboards, scorecards, time-phased financial resource management, Waterfall, Agile hybrid planning, Kanban, scoring scenarios, simulations et cetera. And we can do them on things that are projects, but also many other things. So you can do a Kanban, for example, of your strategic goals and objectives. You can do a Kanban of the various portfolios, you can do a Kanban of products, and risks issues, backlog items. All of the functions can in the system can be configured to apply to any object. So for those of you who are Project Online users, and Triskelle risks and issues as just an example, are not sub attributes of a project. They’re completely different but can be related to a project.

Rich: Every what we refer to internally as an object, I’m sure you’re never going to use that word. Every object, whether it’s a program, a project, a strategy, a backlog item can have scorecards, master plans. You can do a budget on a strategy, or budget on a program. You can assign resources, you can apply… You can actually do timesheets, for example, against things. And for whenever it’s appropriate, objects can have Gantt charts. So tasks could have, obviously could have a Gantt chart, but so could other things.

Rich: One of the things that’s very heavily used in Triskell is a Scrum Board, which is not the technical definition of Scrum. It’s basically a way of looking at the people who are working on things and what they’re working on, and seeing the bottom of it… Oh, I meant to turn off my phone… You can also do custom reporting, collaboration. Then some of the other things that can be applied; graphs, Kanban, roadmaps, workflows, timesheets, subscriptions, et cetera.

Rich: Probably one of the things that is most unique about Triskell is we do not assume that you’re going to have to change the way you handled your detail planning in your organization and move to the tools that we supply. So, we do have a Gantt system. Looks very much like most Gantt systems and like Microsoft Project. We have our own Scrum capability. We have our own kanban capability. But what we’ve found is that organizations don’t want to buy a tool and have to have everyone in the organization switch how they do detail planning. As a consequence, what we do is we have our own tools, shown there on the left. We have an interface to Microsoft Project, which I’m going to be showing you in a minute. We have an interface to JIRA from Atlassian. You can do planning in SharePoint lists. You can do planning in Excel, if that’s what meets your needs.

Rich: If you want to use another tool like Smartsheet, which is very popular, you can do that. And just as you can with JIRA, you can also do planning in Azure DevOps. It’s very common that Triskell users have more than one detailed planning tool in use.

Rich: This slide is really just showing that how, if a company uses JIRA, which is a very popular tool for people who are committed to SAFe, how JIRA integrates with Triskell, and meets the safe model requirements. The first thing we’re going to talk about and demonstrate is, how does Triskell interface with Microsoft Project?

Rich: First of all, we do not require a specific version of Microsoft Project. Both the standard and professional versions of Microsoft Project from 2013 forward, obviously, the desktop capability, Project Server or Project Online. So users who are using those tools right now and who want to continue using them but get the advantages of Triskell as a enterprise governance system, they can use it. You do not have to have a specific version of Project. Once you’re using Project, all of the functions that are in Triskell that you have been using for Project are available to you. So I can take a Microsoft Project, project, put it into Triskell and have it be interactive with Triskell. So, I can continue use Project to do all updates. But I also have the advantage of seeing a Kanban of the items to see the project in roadmaps and master plans to do cost management, to do project level resource planning.

Rich: Basically, if you think about it, to us everything basically, that you might refer to as a task and a resource assignment and Microsoft Project, to us, you don’t have to have a task. To us, you have something whether it’s a backlog item, whether it’s an issue or risk, and you have somebody assigned or more than one person assigned to it. And it doesn’t matter how you… What how… What tool you use to get there from Excel to Smartsheet, to SharePoint List or Microsoft Projects, to Triskell, all that data is being maintained in a centralized database, and the functions of Triskell that do reporting, and dashboarding and resource planning, they frankly don’t care where the data was being maintained at and updated.

Rich: There’s really two methods of getting a Microsoft Project, project into Triskell, and I’ll demonstrate both of them. One is to just take an MPP file and just upload it to the Triskell database. Once it’s there, then you can continue to maintain it. You could use Triskell’s Gantt chart if you want, you could use our Scrum Board or you can continue use Microsoft Project using an Add-in, which provides a live connection. I’m going to stop the slideshow for a minute, and I’m going to pull up a… I’ll also collapse this on the side.

Rich: This is a list of various projects that are being maintained in Triskell. It happens that I have decided to have two projects, one which is called the load from MPP and one which is called Triskell integration, which uses the Add-on for simple illustration purposes. After we show both of those capabilities, then I’ll show some of the other capabilities that are in available to you if you happen to be using project with Triskell. What I’m going to do is I’m going to first open up the, this one called demo load. And here are details of the project. Here’s scoring, resources, et cetera but what I’m going to do is I’m going to look first at the Gantt chart. Notice that there are no tasks, just the name of the project here.

Rich: All I have to do to integrate with project is say create tasks from an MPP file, choose the file. Let’s see. I will choose this one, simple project plan and say, OK. Project’s there. I’m going to go back up for a minute. And the project is now in the Triskell system. And if I open that project again, here’s the project with all of its relationships, duration. And from here, you could use the Gantt chart in Triskell to maintain the project. It has all the capabilities project does. It doesn’t have the viewing and reporting capabilities. By the way, the project does. It has some of them, but you can’t say, which you can at project, but I want to see level two tasks that are summaries shaded in green with diagonal lines. That you cannot do.

Rich: But once that projects in the system, I’m going to grab another project. This is a bigger project, Project Triskell Integration, which the name of the project is MSP Add-on. This project happens to be a project that was originally created from a Microsoft Project template and loaded into Triskell using our Add-in. So, here’s this project. I’m going to highlight… Notice this task that says five days for right here. Whoops, it went too fast. See this task that has a duration of five days here, secure Project, project spark partnership. I’m going to close this project for a minute, but we’re going to come back to this task. And what I’m going to do is I’m going to go into Microsoft Project. I’m going to…

Rich: What I’ve done here is I’ve checked out this project, and read that project directly by simply saying check out. It presented a list of the things I wanted to check out. I chose the Microsoft Project, add in one, I cancel. So I’m now connected to this project, and watch what happens if I change the duration to eight days. And say I want to save. People ask me every time we show this, well, why do I have to choose that project? The answer is very simple. Suppose you wanted to save this project in Triskell under a different name, in other words, a version or a scenario, for example? So I’ve selected this project, and I’m going to save it. Looks like my home internet might be slow, but we’ll see.

Rich: If I now go back to Triskell and open that project, notice that the duration for that task is now eight days. So I can do all sorts of stuff here; I can go in, and edit the descriptions. I can do anything I want to do in Microsoft Project, and it’s now going to be reflected in Triskell. Let’s return to the slideshow for a minute. Actually, I don’t want to do that. I do actually want to go from here.

Rich: The next thing that we’re going to discuss is that Triskell has a very powerful financial management capability. First of all, in Triskell, all costs are time-phased. So, I can have a budget. That budget can be set by quarters, it could be set by months. It’s very common for people who are using Triskell to have the current year in months, the next year in quarters, and the out years if they want, just on an annual basis. As I keep mentioning, you can have costs that are applied to a program, costs that are applied to a project, costs that are applied to a department. You can also have multiple versions, so I could have a preliminary budget, an approved budget, a forecast, actuals. I can have other types of costs like savings, or benefits that are made up of two items, revenue and cost savings.

Rich: The system is multicurrency. Triskell by the way is available in nine languages. It has a cost reading capability. A very important thing about the multi-language capability is if you create your own objects in Triskell, or your own attributes that are related to a project or to a department, the system will actually handle the currency conversion. I mean, the language conversion of those. So it would be possible for somebody in Montreal as an example to have the person next to him be operating in French and while he’s operating in English, even though they’re going to the same database.

Rich: Some other things about Triskell’s financial management capability is it handles both top down and bottom up costing. And let me explain to you what we mean by that. It’s very common for people who do annual budgeting, in, let’s say, the August to September timeframe for next year, 2021, that they’ve got several programs that they want to do budgeting for. And they allocate a certain amount of money on a monthly basis for those programs. But at the time they create that program level budget, they only have three projects identified. They know there’s going to be other projects that belong to that program, which are going to start later in the following year but they don’t know the details yet.

Rich: So what Triskell does is, as I said, we allow you to have budgets against anything. So you can have a program budget, which basically might total $10 million, but the project budget for the three projects that you’ve specified is only covering six million dollars. What’s a very common question we get asked is, when those other projects come along in May, I should start doing a project and planning it that’s going to start in September, how do I know what’s left in the program budget? Triskell has an ability to do that because it allows the budget for the program to be set in a time-phased basis, and the budget for the projects to be set. And I can compare that to at any time.

Rich: Triskell also has an ability to integrate with other financial systems. A very common requirement is when I take data from my ERP system and get it into Triskell. You can do that. It’s also common for people to want a transaction file, usually in some Excel or comma-separated variable format, and Triskell does have REST API available if somebody wants to develop a real custom interface that updates actual costs for example, every single night.

Rich: People ask this all the time too, I want to be able to do project prioritization based on above the line and below the line. In other words, what happens when I want to…. When I don’t have enough money for all the projects that I’ve got, how do I… Can I go in and set a value and say, okay, what if I had another a million dollars? What does that do to my project prioritization? And the system also has a very powerful cost-based scenario, simulation capability. We won’t have time to go into the because it takes half an hour to explain each one of them but it does have that capability.

Rich: Another thing which when talking to the Gartner analysts came up is during because of the pandemic, Gartner has actually produced a special report on what’s called zero-based prioritization. And we made that available to Triskell customers. Because tricycle has an ability to support any sort of budgeting cycle, but a very common one for a pandemic situation and a common one for people who are very committed to Agile is to support a three-month rolling, budgeting and forecasting cycle. At the end of the presentation, I’ll be giving you links to several Gartner reports, including this one.

Rich: This slide here… I think we’re getting near the end of the actual slides… Is showing what’s the roadmap for Triskell enhancements and improvements? What are the main things we’re addressing? We’re right now we’ve just put out a release. And we’re in the process of actually… We already had it specified and designed. We’re in the process of getting another release, which will be available by the end of the year. But things we’re concentrating on are further improvements to workflow, more about Agile capabilities, a mobile app and a lot more dashboards and collaboration.

Rich: This is the immaterial, I’m going to come back to this slide. But at the end for any of you who are interested, I’m going to come back to this. But maybe it might be possible maybe in the news or in the follow-up that gets sent out on this webinar. Maybe, I’m probably kind enough to put these three that are available. One is about resource planning, one is about… The one I just talked about, the zero-based budgeting.

Rich: The other thing that has now just become public, myself and the CEO of Triskell by the way, worked very closely with the industry analysis and analyst at Gartner. And with [inaudible 00:33:37] the leading industry analysis on this strategic portfolio management from Forrester, Gartner has announced that the Magic Quadrant that formerly was a Magic Quadrant for PPM systems, they are basically re-configuring how they look at the marketplace. And they are going to display continue the PPM Magic Quadrant, and they’re now going to focus on the, something they call strategic portfolio management, and adaptive project management. Those are the areas they’re going to focus on. Strategic portfolio management happens to be where Triskell fits into that.

Rich: I’m going to break here. I’ll come back to this last slide, but if anybody has questions and needs more information, wants to see more about how the system works, just email me Rmurphy@triskellsoftware.com. But let’s go back to the demo again.

Kyle: Rich, I’m just going to jump in real quick, and just remind anyone that may have missed the intro, you can chat questions over at any time using that chat box on the GoToWebinar control panel. And then we have some time set aside to answer those for you at the end.

Rich: Thanks, Kyle. Yes, that’s useful if people have questions. And if somebody thinks of a question after this, you can email me directly, not a problem. I get a lot of questions.

Rich: I’m going to expand that left hand navigation panel just to give you some idea of why Triskell is different, and isn’t just PPM, although it does do that. Notice here that I’ve got a list of the portfolio’s that are in this system. This is a demo environment, so we have actually have multiple portfolios shown; one for project management, one for strategy management, one for Agile, one for… One which has templates for project management. You’ve just seen the project portfolio list, the one I use to load MPPs. And from here, these functions, which is a grid with all sorts of different values and different viewing capabilities. Here, I’m looking at that view with MSP, which just has some basic information; the type of project the name, the description, the total duration, what the duration unit is, this case stays, the start and finish, and what workflow stage it’s in.

Rich: If I open at any project, and I feel safe doing this one, I can from here, I can move something… Let me move this little box out of the way… I can move something to another stage. I can say I want to move this from the initiation stage to… I want to move it to start the analysis stage. And I can put in some comments, this project is important. And send it along, and save it. Now, what’s interesting is, you see, it’s in the analysis stage, Triskell keeps track of the history. So it actually says, oh, you got from the initiation stage to the analysis stage on at this particular time, with a comment about this as reported. And the system also does keep track, by the way of who did that.

Rich: I should also mention that the workflows themselves, people sometimes call them stage gates, the workflows themselves are totally configurable. There’s really no limit to the workflows, and many customers have many, many branches of workflows. And you can have workflows that apply to projects and other workflows that apply to products, or other workflows that apply to deliverables, or to the products that you’re producing.

Rich: Notice here that I’m looking at that pro… I’m looking at that thing, but I also have what Triskell calls objects. So here’s the products, and I can look at them in a grid. But probably the most useful one is the Kanban. So I’ve got two products that are in the active stage, and one that’s in the maintain stage. And notice, I can actually move a product from one swim lane to another. And you can define, in this case, you’re doing it by workflow, but I can do it also by product health, I could do it by by trend. And I can actually do here, I could do a financial analysis if I wanted to of this product. So I could take that master transmitter, and I can go in. And in this case, the finances are basically some labor costs from the different teams or departments in the organization. So this is saying that in August, September, October, here’s the hours that are being spent. Or I can also do it in headcount, here’s what’s being forecasted.

Rich: I can switch over and say, okay, let’s look at the revenue that is going to be generated. And I can add a new row, I can add maintenance consulting. However, these are all configurable to suit your organization. So that gives you some idea, everything that I showed on the left hand side, whether it’s a product, a project, whether it’s a portfolio, you can attach the charts, the Kanban, the roadmap to it. There’s also a very powerful and comprehensive security system built in that allows me to say, what data can certain people see and what functions are available to them? Incredibly powerful capability.

Rich: One other thing I’m going to show by the way is because I’m an administrator, I’m able to do this, but I can impersonate another user. So just pay attention to what’s over here in this organization… In this little of navigation items. But if I go in and I say, I want to impersonate Ella Flores, who’s an account manager responsible for strategies, notice that she has access to some things that, that first user didn’t have access to. And she doesn’t have access to a lot of things that, that person did. And this one is good illustration here. So she is responsible for this strategic plan, which must be approved. It’s for three years, it has to be approved by the board of the corporation.

Rich: If I open that up… And one thing I want to emphasize, these are not dummy projects by the way. These are other items, such as a strategic plan. Under the strategic plan, I happen to have various objectives, four objectives that are related to finance, some objectives, delight the targeted audience, build win/win relationships. The one I’ll focus on here is finance one that says, reduce operational cost. And even though these all appear to be cost related, we actually did a prototype implementation for a huge corporation that had multiple locations around the world. And they wanted to get a better handle on all their consolidation. They’re actually moving the corporate headquarters from one state to the other, and they wanted to… To them, an important consideration was the cubic feet of warehouse space that they had. They wanted to reduce it from over a million… Actually, square feet. I’m sorry… Of warehouse space. They wanted to get it to between 100 and 200,000. So, their plan was to use Triskell to basically reduce the space.

Rich: And because that space could be time-phased also, as an attribute, they were actually able to relate when people move, where warehouses could be closed. If a project was completed, could they consolidate. They also wanted to do some consolidation of the number of vendors because they dealt with over 1000 vendors, they wanted to reduce that over time. So these are some of the things you could do. So here I’ve got a strategic objective under finance called reduce operating costs, and that objectives can have other things below, below it, in this case goals. So, there are three goals three goals. One is to reduce for 2018 and 19 non labor costs. The next one was to reduce labor costs by a certain amount, and by €8200 euros [inaudible 00:44:00].

Rich: Then the final one was to reduce non labor cost. And if I open that up, here, I have the ability to actually do some scenario modeling and see how, what if, what happens if I cancel a project? What does that have? What effect does that have?

Rich: I’m going to go back now to show some other things, so I’m going to go back to be this other user. I’m going to select all of the items, look at some charts. So, here’s a pie chart. Each user, by the way, can configure the pie chart to say what type of chart they want. If I tried to turn it into a histogram and save it, it tells me wait a minute, you didn’t put in the x and y axis. So, I’m going to cancel that. But a very common question we get asked all the time is, are these charts using Power BI? The answer is no. They are not using Power BI. This is our own graphical capabilities system. But Triskell does have the ability to actually integrate with Power BI, so that if people want to use Power BI, they can do it quite easily.

Rich: Another very common thing for people who are migrating or first implementing a strategic portfolio system, their standard for reporting is Excel. They have all sorts of complex Excel charts, and tables created. Triskell can actually integrate directly with the, your own Excel graph and make a connection to the TriskelL database. That means that somebody can continue to use Excel, either a web Triskell, Excel on the web or Excel on their desktop. And they can actually be using the same graphs they were used to previously coming from either another system, or being manually updated somehow. They can use the same same Excel graphs and charts, and have them connected to the Triskell database. And that interface is live.

Rich: Well, I showed you that here. Here’s all the projects. Here’s that MSP Add-on project, and I can move it to the analysis phase just by making that move. We talked about goals. What I’m going to do is… I think we have just a few minutes left… What I’m going to do is I’m going to go into another site. The system, by the way is multi-tenant, so I’m going to go to another site I have. By the way, if I was actually on a corporate network, the system supports single sign on, so you don’t see that login that we had here. And maybe what we can do is just look at some of the other capabilities like the road mapping capability. So here’s a roadmap of projects where they are in the analysis phase, which ones are archived.

Rich: One thing that I that I forgot to show, I’ll pick back to the grid, if I open up this project, for example, I can very easily edit things, and put new columns, edit all of the data. So, it’s very user user friendly. I think, Kyle that what I should do is stop there in case people have questions.

Kyle: Sure. Thanks. Rich. We do have a question. And just a reminder, feel free to chat any questions you have over, and we’ll answer those now. A question from Jennifer asking, can you show resource allocation?

Rich: Sure. Let’s do that real quick.

Kyle: Okay.

Rich: Well, I’ll show resource allocation two different ways. Let’s go to this way first. What I’m going to do is, I’m going to look at it from a part of the organization. So I can look at a team and show all the people in the team, I can edit the data, I can look at all of the resources that are here. And I’m going to go up, and let me just show you how easy it would be to create a new project and assign resources to it.

Rich: The system sort of has a negotiation capability built into it, so I can… I’m going to just add a new project… Forgive my spelling. Tell me tell what that it belongs… What portfolio it belongs to. And I can only do that, by the way, because I’m an administrator. Normally, I wouldn’t be able to pick. Then once that project is there, I can develop a resource plan for it. And I can add resources. And what I’m going to do is, I’m going to say that I want to add some resources. Here are all the resources that I want to add. Notice that I’m picking what… We call this a generic resource. It’s not the same as generic resource and Project Server, and it’s a type of resource called the consultant.

Rich: I’m going to add those, and I’m going to close this. And now I can go in and basically say ah, I need 40 hours this month, 50 hours next month. For this generic, I need this guy, Adam for 20 hours. I can also pick… Let’s take Bernard and I can say… Well, I can choose Bernard and say, ah, I want to allocate him in units per day, four hours a day for the whole year. And there he is. Now once I’ve done that, if I go, because these are all team one resources, I can, again, it wouldn’t normally be the same person but I could basically go to that department. And basically, the line manager for that particular department could basically see, and then fulfill the request. He could substitute. Oops, I picked the wrong thing department.

Rich: So if I’m the manager for that department, I can open it up, I can see the resource plan. I see all the people that are in my team. Notice that there was a request for an engineer, 90 hours, 160 hours, et cetera. And I can highlight there… My mouse isn’t accurate enough… And then I could substitute. So I could say, well, they needed a consultant. And I’m going to pick a specific person. And watch what I can do, by the way, something that we were asked for a few years ago. Once I go to do that substitution, I could say, well, you know what? I’m actually going to open that group, and I’m going to actually substitute for this person. I’m going to add, except now what I’m going to do is, I’m going to say, you know what? I’m going to give them this person, and I’m going to give them this person but I’m going to make it each one of them 50% and replace.

Rich: Then I can also look at at my entire organization and not look at the resource details, and I can see where each person is over committed. I can actually look at this first and say, okay, I’m going to choose somebody in this time period that actually, this person has an assignment of 84 hours in the month, in that month in August but they’ve got 168 hours available. So, that’s a person that I want to assign to work. Obviously, George is overloaded, so that gives you some idea. I hope that answers the question. Other questions, Kyle

Kyle: Yes. Great. We have a follow up on that about the seeing if they’re all allocated as well.

Rich: Yes. Well, yeah, that’s how you see that they’re all allocated. You can see here that this guy basically, for whatever reason only had a capacity of 21 hours, but he was assigned 268 hours. Now the reason that could be and might sound like a legitimate situation, but it might be that he’s going on… He’s got… He’s a member of the National Guard and he’s not going to be available for that period of time. So the manager has a lot of capability in terms of, what are the available capacities for each resource? And obviously, the only, these generic resources team one development people and consult people, they have no capacity. They’re just being used as placeholder until a person is assigned.

Rich: And so the system supports what I refer to as rolling wave resource planning, where I know who I need. For the first six months of this project, I have no idea. And I don’t want to assign Frank to something. Seven months from now, he may be… He may have left the company by then, so I’m going to let his boss know, I need this type of resource. That resource manager is going to make the assignment when he sees fit, and I’m going to know about it. One thing I didn’t mention is that every time one of those requests and assignments is made, the person who’s responsible for that group gets an email message. When they click on the email message, it brings them right to this screen right here, where they can look at their capacity and what’s being requested. Other questions?

Kyle: Excellent. That’s great. All right. I think that actually does it for the questions. Let’s see here. Oh, if for those that are interested in learning more or reaching out, looks like that’s the email to reach out to.

Rich: Yeah, anybody who has questions, I do lots of demonstrations of the system. I’ll tell you right off the bat, I have not seen two implementations of this system that are the same. I guess, I have enough time to do this. So one thing I will just quickly show is, all of this was configured with this configuration tool. Basically, I can create any, again object or attribute. So to us, the start and finish, the resource budget, all of that is simply identified here. And on the right hand side, the system is showing me all the [inaudible 00:58:06] what do I have to define? Risk likelihood, what are the calculations that have been done? What are the roles? Who’s got this available?

Rich: And for the time-phase one, the system basically shows me how things roll up. So how we do that, roll up our projects and everything to programs and how we can distinguishes, that’s done through this roll up capability, which basically allows. But most people’s systems are configured either by us, or our implementation partners, or the customer themselves using this interface, which is extremely powerful. There is no programming language or anything that is required.

Rich: I want to thank you all for your time. And if as I said, if you have questions Rmurphy@triskellsoftware.com. Two Ls in Triskell, by the way. I’d be glad to answer them, or arrange to show you exactly how the system might help you. And one last thing I should mention is the other thing that was not shown on the… On that roadmap is we are presently, and I’m doing a lot of the conceptual design for it, where we’re going to be interfacing with Microsoft Teams in a rather unique way, so that you can create projects. And when you create a project, you can basically have it added as a channel to a team site using various templates. The data, Triskell itself will store files, movies, any artifacts of a project, but people want them stored in a team site or in SharePoint. And we recently got a request from somebody who wants documents and artifacts stored in a Google Drive and in SharePoint. And that’s underway right now. Once again, thank you all for your time.

Kyle: Thanks so much Rich, and thanks for sharing Triskell software solution with the MPUG community. We really appreciate that. Richard’s contact info is on the screen here. And for those of you claiming the PDU credit, I’ll get that info back up for you now.

Rich: Okay, very good. Thank all of you for attending.

Kyle: Thanks, Rich.

Rich: Okay.

Kyle: Everyone claiming the PDU credit for today, the activity ID I used to claim that PMI is on the screen now. If you miss any of the session and would like to go back and review or share with your colleagues, the recording will be posted to mpug.com a bit later today, and you’ll receive an email in just a couple hours with a link to that. Our MPUG members had access to our full PDU eligible library of on demand webinar recordings.

Kyle: And we do have some sessions being added to the calendar for the Fall. We’ll be taking August off from webinars as MPUG will be launching a brand new website, so stay tuned for more info on that. It’s going to be a huge improvement on the current MPUG website. But for now, we do have a couple of sessions open for registration. And I am chatting over a link that you can view those, and register for those sessions.

Kyle: On September 2nd, Satya Dash will join us for a session on understanding dependencies, leads and lags with project. So it’s definitely a highly requested topic with some confusion and uncertainty around that, so a good session to attend. On September 9th, Nenad Trajkowski will join us for a session on project for the web and calendars, how to define them using Power Apps. Both sessions available now along with some other that have been added. We hope to see you there.

Kyle: All right, that does it for today’s session. Once again, thanks to Rich for the presentation, and thank you to everyone that joined us live or is watching this on demand. We hope you have a great rest of your day, and we’ll see you back soon. Thanks.

 

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