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Tag: Requirements

Proposed Oracle Acquisition of Sun

The purchase of Sun by Oracle for $7.4 billion has far less industry buzz and excitement than the rumored acquisition of Sun by IBM. 

IBM stole the thunder and the impending acquisition of Sun became an imminent and expected event.  While hardware overlap existed in the IBM deal, IBM would have provided a much needed home for Sun’s software assets.  Software giant Oracle lacks a hardware portfolio, so the key Oracle / Sun overlaps are far fewer except for the $1 billion acquisition of MySQL by Sun in 2008.  Given Oracle’s tendency to be proprietary in its markets, ownership of MySQL by Oracle would be perceived as a great risk in the open source community.

Aside from the unclear direction that MySQL would take under Oracle stewardship, an Oracle / Sun acquisition falls flat for a number of reasons.  The main reason is that Oracle with the partnership of Sun attempted this probable incarnation in 1996 with the introduction of the “Network Computer” (NC).

The notorious and failed NC failed to deliver on promises of complete independence.  After the failed attempt, Oracle went on to acquire a host of independent software companies including PeopleSoft ($10.3 billion), Siebel ($5.8 billion), and BEA ($8.5 billion) without catapulting their shareholder value or creating synergistic value to its customers and the market.

Clash of the Titans

The culture of Oracle is broadly and widely known in the industry.  The Sun culture is a close, if not exact fit with the Oracle culture.  Expect a heated clash of hardware mentality vs. software mentality. 

Oracle is not a hardware company.  Despite its efforts to be visionary and offer the Network Computer as early as 1996 in a partnership with Sun, Oracle is a software company, more precisely, Oracle is a database company. 

In the IBM / Sun scenario, IBM would know how to protect the Sun hardware assets, integrate Sun’s hardware researchers and engineers, and adjust its product offerings to take advantage of the limited but positive market share Sun has in the server market.

 Sun is not today, nor has it ever been a software company.  Sun’s DNA is hardware-centric and the company does not understand how to develop, productize, and market compelling software.

 IBM understands how to productize, develop, and market software.  Granted, IBM’s whole rationale behind software is to sell more professional services.  However, IBM has made a commitment to its customers to be more focused on software in the near future.  IBM understands how to take an academic idea and create a product.  This is a skill that Sun has failed on in many instances.  IBM’s culture of supreme customer service and eternal customer retention is unique in the industry. 

Oracle, as a steward of Sun’s software assets, is far less adept at creating a mass market need for its software.  Oracle tends to focus its software efforts and products on its own platform preservation. Under Oracle’s ownership, the academic assets on Sun’s product list, as well as those that may still be in the lab have far less of a chance to succeed because of Oracle’s proprietary approach to protecting its platform.  Oracle is not a company that creates software products to enrich the market.  Oracle creates software products to enrich Oracle’s proprietary platform and to protect its flagship database revenue.

With IBM, the market would likely have experienced an opportunity to benefit from Sun’s software assets.  With an Oracle acquisition, Oracle itself will be the primary beneficiary.

Sun showed us the results of a hardware company’s attempt to manage software.  Had Sun fully leveraged and productized its software assets like a true software company, it may not be an acquisition target today.

Software based Oracle runs the risk of significant cost overruns in the hardware business if it is managed like a software company.

Theresa Lanowitz is an industry analyst and formerly lead analyst at Gartner. She is now with voke, which she founded in 2006. voke delivers market and industry opinion in fluid, dynamic, and collaborative ways.

Soft Skills Software Assistance

When project management software is presented by their vendors these days, we tend to hear the ‘core’ subjects: critical scheduling, portfolio analysis, resource capacity planning, risk analysis, inter-project reporting and so on.  If you’ve not been in one of these demonstrations before, you’re missing something.  They’re a sight to behold.  The software sits up on its hind legs, barks and then runs out to get you a cappuccino.  Ok, maybe not quite.  But these enterprise project management system presentations are pretty impressive.

I’ve been in the background of preparing such demonstrations and I can tell you that an enormous amount of work goes into them.  It’s easily understood.  The software vendor doesn’t want to show what the software will look like when it’s delivered, they want to show what it will look like after it’s been adopted, used, updated, personalized and is delivering the great results the client is hoping for.  To be fair, that’s what the prospective client wants to see too.  They want to see a finished product looking like it would if they had completed their implementation.

To prepare such demonstrations an entire fictitious organization must be created.  It’s not enough just to imagine some tasks because, just like a real organization, all kinds of data must relate to all kinds of other data and this means assembling a story.  Once the story is written, the data must be created to match it and then installation and configuration of the software has to happen.  There are also reports, views, filters and such to be created, so that the prospective clients can see how everything fits together.

I bring all this up because what often happens during these presentations is that the prospective client gets very excited about the delivery of a solution that will solve all their problems; the “silver bullet” solution (of Lone Ranger fame) which will always reach its target no matter how far or how small.

The truth is, some of these answers are hard to come by.  I’ve found over the years that the most requested solution by organizations seeking an enterprise project management solution is “Resource Capacity Planning”.  This is unfortunately the first thing (and sometimes the only thing) they ask for and it’s almost always the last thing I can deliver.  It’s not that I’m being difficult, but creating a resource capacity planning solution implies a lot of underlying assumptions to be resolved.  First, you must have 100% of the resource availability. Next, you must have 100% of the resource load which must be organized by task.  These two items are just the collection of the base data required for a resource capacity analysis.  These items alone are so daunting for most organizations that just overcoming the cultural challenges required to get all the data will overwhelm the project.  If we overcome these, we’re still not done.  We need a prioritization process that identifies which work should get first access to restricted resources.  We need a process that will have everyone update the resource availability and requirements on a normalized basis.  We need analysis and reports that make sense of what may be an enormous volume of data.  We need metrics to determine what the reports mean and, finally, an action plan which fits into our process to take the appropriate action where the metrics indicate.

Whew!  I know… It’s daunting, isn’t it?

In a mid-sized organization, delivering this kind of EPM solution can take up to two years or more.  Some results can be produced much faster but there are some much more interesting aspects to software deployment in the enterprise project management context when we look outside of the core project scheduling functionality.

First of all, there is a huge range of online training in soft skills.  You can take courses in leadership, negotiation, assertiveness, communications and dozens of other subjects.

If we take a look at communications for a moment, the whole domain of online collaboration is a huge area of benefit.  You can use Microsoft’s Windows SharePoint Services to create online portals for project work.  Windows SharePoint Services is included as part of Windows Server and includes the ability to create event lists, lists of contacts, tasks, file sharing, document management and more.  If you’d rather not install software, you can look at services like Google Groups.  On Google, you can create a private group for your project team and store up to 100MB of files, start discussions, make announcements and share information no matter where people log in from.  You can tie Google Groups with Google Documents and Google Calendars to share a wider range of information.  If the group is small, the functionality may suit you rather well and you can’t beat the price.  It’s free.

If you’d prefer to do something a little more involved, there are a number of content management systems such as PostNuke, Joomla, Drupal, DotNetNuke, and DotProject.net.  These systems can be installed or hosted almost anywhere, and provide a rich environment for creating a communication and collaboration environment.  Data of almost any kind can be stored and, when it’s your own system, you can tweak it and customize it and even add on to it to your heart’s content.

For some the key is managing documents and there are a number of solutions for this challenge as well.  If the requirement is for a small team, both Google Documents and Google Groups offer a lot of functionality for no cost.  If you’re keen to go a little deeper and host the solution locally, you can do basic document management with Windows SharePoint Services.

There are also a number of free document management systems (dms) available for download which include a much richer level of document management functionality.  Examples would be OpenDocMan, Epiware (which also includes tasks and a Gantt chart!) or DocumentManagementSystem (on www.SourceForge.net)

If what you really need is a centralized location, where all your research can be compiled and added to and updated by different team members, then creating your own Wiki is the way to go.  Made famous by the Wikipedia folks, you can install your own Wiki software.  There are dozens of free versions.  Just search for “Free Wiki Software” to see the most current.

These aspects of your project management environment may seem like ancillary functionality but make no mistake about the potential for these aspects to deliver a tremendous impact.  Implementing an effective communications process where there was none before can seem like the difference between night and day. Introducing a collaborative commitment tracking system can deliver instant focus to a team that might not be co-located.

One of the most powerful things about these aspects of the enterprise project management environment is that it can be very, very fast to deploy compared, say, to resource capacity planning.

We’ve talked a range of alternative software systems for working on aspects of your project management environment that are outside the core scheduling capabilities but of course much of this kind of functionality can also be found woven within the major enterprise project management systems on the market today.  If you’re evaluating whether to use these commercial systems to work on these other aspects of the project management environment, then make sure the benefits of these areas can be delivered without first getting all the core scheduling organized as part of the same exercise.  Some EPM systems are schedule-centric.  They were designed around the notion that the schedule would be the key element around which all other data and all other functionality would be tied.  No centralized scheduling for these systems means no centralized anything.

There are many paths to delivering effectiveness in your project management environment.  You don’t have to settle for the most obvious.  With so many different tools and services available immediately, it is within your power to make an impact in a very short amount of time.


Chris Vandersluis is the founder and president of HMS Software based in Montreal, Canada. He has an economics degree from Montreal’s McGill University and over 22 years experience in the automation of project control systems. He is a long-standing member of both the Project Management Institute (PMI) and the American Association of Cost Engineers (AACE) and is the founder of the Montreal Chapter of the Microsoft Project Association. Mr. Vandersluis has been published in numerous publications including Fortune Magazine, Heavy Construction News, the Ivey Business Journal, PMI’s PMNetwork and Computing Canada. Mr. Vandersluis has been part of the Microsoft Enterprise Project Management Partner Advisory Council since 2003. He teaches Advanced Project Management at McGill University’s Executive Institute. He can be reached at [email protected].

Project Management; Final Thoughts

This will be my final blog for Project Times. It has been a great experience for me to write monthly on various topics and various experiences in project management. Over the past two years, I have been fighting the urge to call myself a project manager because I did not want to be pigeonholed as someone that can only manage projects. I wanted to be known as a consultant who also does project management.

What I am beginning to realize is that consulting and project managing have many similar characteristics:

  • Each should have a desired outcome to be achieved;
  • Each requires management of expectations;
  • Each requires a discipline to make effective decisions; and
  • Each requires a strong relationship with the client and/or team.

I guess I am a project manager and a consultant and it does not matter which comes first.

My final thought is that project management is on the rise. Companies need to bring in the discipline that project managers are taught from the get-to: focusing on priorities; managing scope; managing people; staying on budget; and staying within timelines. I defy you to find me a company that would not benefit from people with the skills to perform the above.

As project managers, you should be excited about the future and what it might hold. Market yourself and let people know what you do. Not that you are a project manager, but what that means to your organization or your clients’ organization. It means discipline, fiscal prudence, the ability to prioritize difficult work packages and getting activities completed successfully. Sounds like a pretty appealing set of abilities, no? We are in demand and we need to keep working on advancing the profession of project management forward. So how do we do that? I will make a guest appearance on PT in the future and let you know.

Bye for now, it has been a pleasure!

Twenty Ideas du jour for the Practicing Project Manager

  1. It is best not to share the project plan with the project team as it leads to unnecessary and usually incredibly stupid questions.

  2. Mandate that team members submit task duration estimates as precisely as possible: two decimal digits (e.g. 17.36 days) are usually sufficient but some projects may require three digits.
  3. Strive to disperse project team over multiple locations: it greatly reduces the time people waste mindlessly chattering with each other.
  4. In this economy, everyone ought to be able to work harder. Schedule tasks based on 10-hour days.
  5. Involve the Steering Committee in day-to-day running of the project. They will tell you how much they like it.
  6. When briefing the Steering Committee, it’s a good idea to declare all nearly completed tasks as completed. Ninety per cent is awfully close to 100 per cent and the Committee Members will feel encouraged.
  7. Try to surprise your Project Sponsor every now and then. Rescheduling the implementation date, firing half of the team or changing the vendor half-way through should all be considered.
  8. Status updates clutter mailboxes, so avoid them.
  9. Get rid of those team members who disagree with you. You are in charge of a critical project and the last thing you want around is some worm questioning your decisions.
  10. Don’t waste any time trying to understand the business domain. It is unimportant and is not your job.
  11. A list of typical project risks can be easily obtained on the Internet. Don’t waste precious time developing it; this is merely a formality.
  12. Act professionally: don’t engage in unrelated conversations with your staff and certainly avoid socializing with them. It is important to maintain a distance.
  13. Information Technology is an exact, predictable field. If your programmers cannot write code without any defects, replace them.
  14. To speed up negotiations with vendors, just sign their canned contracts.
  15. Details are unimportant; the job of the project manager is the overall supervision.
  16. Once the scope of the project is determined, ensure that it is impossible to change it.
  17. A lot of people may claim to be project stakeholders. Feel free to ignore those you don’t like.
  18. Encourage team members to decide for themselves what their tasks should be.
  19. The best way to gauge the skill of a fellow project manager is to ask them about the largest project budget they’ve ever been responsible for.
  20. Plan to release the project team on the day of implementation, to save money.

(Bonus) Forget that it’s April Fools’ Day and start typing an angry letter to the Editor.
Remember that it’s April Fools’ Day when you’re on the third page of it!

Ilya Bogorad is the Principal of Bizvortex Consulting Group Inc, a management consulting company located in Toronto, Canada. Ilya specializes in building better IT organizations and can be reached at [email protected] or (905) 278 4753

The New Face of Strategic Planning

Building a Bridge between Strategic Planning and Project Management

With the economy in crisis, businesses are scrambling to stay afloat. Many are abandoning their strategic, long term objectives for quick fixes and short-sighted survival tactics. Some of today’s most popular business books from The Tipping Point to Freakonomics feature companies that have stumbled upon greatness without an ounce of strategic planning involved. And with the rapid evolution of real-time media, virtual offices and globalization, companies seemingly have to change their game plans on a daily basis to keep up.

This frenetic pace of work has rendered the often slow and cumbersome strategic planning process irrelevant. In fact, you could say the field of strategic planning is undergoing its own identity crisis. The Strategic Leadership Forum, the international professional association, has now been out of existence for several years. And few graduate schools offer strong strategic planning courses as a part of their curriculums.

But it’s the failure to build a bridge between the strategic planning process and project management’s planning process that is a major reason strategic plans don’t work. When strategic planners and project managers work together from the beginning, strategic plans become more relevant, operational, realistic and implementable. They can then become one of a company’s most useful tools for weathering tough economic times and staying ahead in today’s fast-paced business environment.

The Disconnect

The purpose of a strategic plan is to guide an organization intelligently into the future. Yet too many strategic plans cost a lot of money and merely collect dust. Why? Because there is a disconnect between the people creating the strategic plan and the people who are relied upon to implement it. Strategic planners fail to develop plans with the help of professional project managers – those who can better ensure that it is easily transformed into a working, successful operational plan.

This disconnect between the development and completion of a strategic plan results in huge cost overruns, delays in implementation, chaos in the workplace, and low worker morale. And, ultimately, it can lead to an organization’s inability to achieve the vision that was painted in the strategic plan. The plan becomes unrealistic and unachievable.

What makes the project manager’s participation so important from the beginning? Strategic planners have figured out how to take into account all views of the various stakeholders, how to include financial projections for each activity, how to set proper goals and objectives and even set timelines, milestones and target dates. However, the reason strategic plans are not “functional” is that they are created by a person or team without the input of a knowledgeable, certified or experienced project manager. The failure to get a project manager on the strategic planning team who understands the reality of managing complex projects is the single largest failure of the strategic planning industry.

Bring the Project Manager to the Table

The project management industry must flex its growing muscle to get into and become effective at the strategic planning stage. Many CEOs resist this idea because they continue to think of the strategic planning stage as being “earlier” than the project management stage. Bringing project managers on from the beginning may appear to be a waste of time. But it’s really quite the opposite.

To truly picture the difference between strategic planners and project managers, think of it this way: strategic planners are broad thinkers who soar at 30,000 feet. Project management professionals often work in the trenches, managing details and day-to-day nuances. They deal with the personnel, scheduling and IT issues that can push an unrealistic plan horribly off track, little by little. By putting strategic planners and project managers together to work on the strategic planning processes, they begin to fly at the same altitude. They can see what the other sees and can plan accordingly.

Some authors have suggested the term “strategic management” for this improved process. And it’s a term that seems appropriate because it allows for a cross-functional and all-inclusive component that traditional strategic planning processes lacks. Strategic management would bring together strategic planners and project managers, whether they are at GE, DARPA or Harvard University.

The Art of “Strategic Management”

We know that the best CEOs fly at both 30,000 feet and near the ground simultaneously. They create vision, strategy, and they require successful implementation. When they do their job best, they are both a strategic planner and a project manager.

The brilliance of Frank Lloyd Wright was that he was not only an immensely creative designer and architect; he was also a skilled electrical engineer, mechanical engineer, and materials/physics expert. The students he trained at Taliesin and Taliesin West had to go out and fetch the rocks and other natural materials they would use in their building projects. They would have to do their own wiring. They would have to learn deeply about the goals, traits and character of the people and organizations for whom they were designing buildings. By knowing how to develop an architectural plan, they were performing the role of a strategic planner. By developing the specifications for the materials, the furniture, the uses of the space, the interior designs, the budgets, the tasks, the lighting, and creating the exact relationship of the building with the physical environment and the users of the building, Wright and his students took on the role of a project management professional.

This is the beauty of strategic management. The key is to consider every point of view, from the people leading the charge to the people doing the heavy lifting–and giving each role a voice in the process.

Getting it Right

Integrating the strategic planning process and the project management process is not difficult, once everyone agrees it’s worth doing. And it’s important no matter how small or large a project is, whether it’s planning a blood drive or planning a new enterprise level financial system. As more and more project managers successfully become involved earlier and earlier in the strategic planning process, strategic plans will become a more relevant and realistic part of business.

An evolutionary process needs to take place in order for the industry to embrace this thinking. Project managers will need to develop the political skills necessary to succeed as an intruder in the unfamiliar territory of strategic planning. At the same time, strategic planners will need to convince senior management of the need to add people with project management skills to the strategic planning team. But when done successfully, the worlds of strategic planning and project management can combine to produce strategic plans that guide organizations rather than collect dust.


Bruce A. McGraw is the CEO of Cognitive Technologies, a professional services firm delivering project and program management services, products, and PMO tool implementation to commercial and government clients. McGraw is a certified Project Management Professional (PMP) and is an active member of the Project Management Institute. He authors a blog at http://fearnoproject.com and welcomes emails at [email protected]