OpenText Project and portfolio Management Initial Setup

Aphiwat Leetavorn. - PeerSpot reviewer
Manager, Director, Share Holder at Marco Technology

Setting up Micro Focus PPM is somewhat complex. It's in the middle. If you're installing it by yourself and you're completely new to the product, you should take the time to read the manual. It takes about two hours for an experienced person to deploy. 

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SW
PPM SaaS Application Manager at a government with 10,001+ employees

We were migrating from an on-premise solution to the cloud so we already had our own instance, obviously. It was a little complex because we already had integrations that needed to remain with us and business processors that would suffer if they had any real downtime. So while it was complex, at the same time, it was very much coordinated by the vendor that we're working with. It was a smoother process than I've seen with other integrations.

We started with training and user stories in April of 2020 and the initial rollout, including an upgrade, was completed around November 1st, 2020. We then had three more phases in the project. We initially rolled out resource management. Then we deployed project management, financial management, and finally program management. Now, we're working on custom reports. By the time we're completely done with the implementation, it will be November of 2022.

We also have an upgrade coming up in September. We deploy upgrades or updates to objects in the tool. We don't use deployment manager though, we just use the built-in deployment package methodology.

It's private, so it has to go through our DMZ. We have a private cloud, but we share data space on the Micro Focus side and we're partitioned off from anyone else.

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RC
AVP at a financial services firm with 10,001+ employees

In a generic way, the initial setup is complex, but that is because it gives you granular-level functionalities. That is the reason it would be a little difficult for some people. But Micro Focus gives adequate support in doing the setup, so it is manageable. 

The setup takes weeks. It's a very lengthy process.

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Buyer's Guide
OpenText Project and portfolio Management
March 2024
Learn what your peers think about OpenText Project and portfolio Management. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,234 professionals have used our research since 2012.
Mahmoud NourElDin - PeerSpot reviewer
ITSM Consultant at Vodafone

The initial setup was straightforward. The actual work of the installation took just one day.

It doesn't need much maintenance. We don't need to manage it a lot.

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KL
Project and Portfolio Management Governance and Support at a financial services firm with 10,001+ employees

We were experts in the old systems, so it was easy to transition to PPM in terms of understanding the concepts. We know concepts like resource management, staffing profiles, labor forecasting, etc. However, we had difficulty supporting the old system while transitioning into the new one. We needed to understand the technical aspects of the new system, but we didn't have step-by-step training. 

It was just hands-on and going with it and then slowly building up our knowledge about it and us defining the process, which was great because we had control over explaining the process. It's just that it was a bit difficult at the beginning because we needed to get the technical knowledge part, and there wasn't really step-by-step training.

For deployment, we had three people from the vendor and two from our support team. The remaining team members were supporting the old systems at that time. The core team had five people, but there were ten people altogether on the PPM project team. 

The partner vendor developed the tools based on requirements from different departments, including finance and technology teams. The support team was there to understand the technical aspects because we were the ones who brought it to the service center team, and we would eventually provide BAU support. We had to understand the system, the tool, and the features. The project team had a business analyst and project manager coordinating with various departments because we had to include people from the finance and technology teams to define that requirement.

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Attila Mozes - PeerSpot reviewer
Managing Director at provalida GmbH

The initial setup is straightforward.

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PS
Managing Director at a tech services company with 11-50 employees

It is software as a service. In terms of maintenance, it is all managed by the Micro Focus team. From time to time, we do enhancements, but that's something that we do ourselves. 

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it_user568059 - PeerSpot reviewer
Assistant Manager at a maritime company with 10,001+ employees

I was involved in the setup process. It was good and straightforward. It was configurable and we benefited from it.

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it_user671394 - PeerSpot reviewer
Resource manager

I was not involved in the initial setup. I know that the project involved a lot of consulting that took a long time. But the maturity with the organization was not very high either. We didn't have the process in place and we had to learn with the product. That's why it took a bit of time. It's a maturity thing.

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AM
Sr. Technical Consultant at a financial services firm with 1,001-5,000 employees

It was pretty straightforward; no major complications as such.

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Islam Bayraktar - PeerSpot reviewer
PPM Services Director at OPTIIM

The initial setup is straightforward, but it's important to keep in mind that this is an ePMO solution, so it should take some time to deploy. It is based on the maturity level, current challenges, the readiness of the organization, business requirements, professional services, etc. It can be deployed as a fully complete solution or incrementally that can be a good approach to start getting values at the early stages. Complete solution in common case deployment may take around 10+ weeks, incremental deployment can happen in 3-4+ weeks cycles. Any specific case may increase or decrease the duration of the deployment. 

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Shirish C - PeerSpot reviewer
Works with 5,001-10,000 employees
CT
Senior Consultant at a tech services company with 51-200 employees

Straightforward, because we decided to align with best practices.

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JH
Board of Directors; Treasurer at a marketing services firm

I was involved in the installation.

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it_user704031 - PeerSpot reviewer
Managing Director Benelux at a tech services company

Complex, due to strong financial requirements, which are beyond ICT portfolio and project management.

They are primarily related to Run the Business domain (capitalized project to increase iron/steel producing capacities )

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it_user677724 - PeerSpot reviewer
Project Manager / Consultant / Global presales at a tech services company with 11-50 employees

Stops is complex and configuration is always needed. No out-of-the-box usage it possible.

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it_user674328 - PeerSpot reviewer
Project Manager at a financial services firm with 10,001+ employees

Setup is straightforward.

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it_user674328 - PeerSpot reviewer
Project Manager at a financial services firm with 10,001+ employees

The setup was straightforward.

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it_user705723 - PeerSpot reviewer
Budget Management at a tech services company with 10,001+ employees

It was complex as PPM was rigid and could not be adapted to our environment. We are in a EUR/USD environment meaning half of our spend in the same project is in EUR and the other half may be in USD.

Additionally, it was sold to us as a multi currency tool, while this was not true, as financial summaries did not support multiple currencies for the same project.

HPE sold the tool as real multi currency and it was only after the purchase that we found out this was not the case.

As a result, we had to build our own solution/customization to work in multiple currencies and we had to pay a significant extra cost, a cost that was totally unexpected for us.

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it_user704010 - PeerSpot reviewer
IT PMO at a financial services firm with 10,001+ employees

It is straightforward.

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it_user674352 - PeerSpot reviewer
Sales Manager at a tech services company with 11-50 employees

It depends on customers' expectations. Some customers wanted a complex process for the start and some started with easier processes.

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Buyer's Guide
OpenText Project and portfolio Management
March 2024
Learn what your peers think about OpenText Project and portfolio Management. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,234 professionals have used our research since 2012.