Gartner优质项目组合管理软件的魔方图

Gartner项目组合管理软件魔方图MagicQuadrantforProjectPortfolioManagement,11JulyMattLightDocumentType:ResearchNoteNoteNumber:M-20-2777Applicationsforprojectportfolioandresourcemanagementcanboostteamperformance,andenableITmanagementandotherstoaccessreal-timedataviadashboardsforprioritizationandrapiddecisionmaking.--------------------------------------------------------------------------------WhatYouNeedtoKnowHeightenedinterestinintegratedprojectportfoliomanagementsolutionshassustainedthismarketthroughhardtimes.Bybroadeningitsviewofprojectmanagementtoanorganizationalgovernancecontext,ITmanagementcanincreasinglyaddressportfoliosofprojects,priorities,resourcesandmore.AnalysisStrategicPlanningAssumptionsBy,morethan50percentofallprojectportfoliomanagementfunctionswillbepackagedasflexiblyconfigurable,modularWebservices(0.6probability).By,atleast50percentofISorganizationswillhaveadoptedamixofprojectportfoliomanagementapplicationservicesformanagingteamcollaboration,allocatingresources,andtrackingutilizationandcosts(0.7probability).EnterpriseswillcontinuetoreducethenumberoftoolsneededtomanageITandotherprojectportfolios,inparttoprovidequickervisibilityviadirectrollupandanalysisofportfoliodata.Enterprisesdeliveringprojectslargeandsmallhavelongblendedtoolsandmanualsolutionstoallocateresources,scheduleactivitiesandmilestones,trackprogress,shareproject-relateddocuments,controlprojectrisksandotherwisemanagetheirprojectportfolios(see"WaystoSpeedUpProjectsintheReal-TimeEnterprise").Webelievethat,duringthenextfiveyears,projectportfoliomanagement(PPM)functionswillbeincreasinglyconsolidatedinflexibleandconfigurable"smartsuites"ofPPMWebservices.Asmartenterprisesuitecanextendplatformstocreatespecializedapplicationsthatintegrateanalytical,businessandcontentmanagementapplicationfunctionalities,whichispreciselywhat'shappeningwithPPMpackages(see>"TheFutureoftheSmartEnterpriseSuite").Thistrendhasbeenslowlygainingmomentum,inhibitedbymarketconditionsandtheresultingconstraintsonR&D.Furthermore,pricingpressureshavemountedbecauseofthetoughPPMmarket(aswellascompetitionfromtheMicrosoftProjectproductline),whilegrowthratesformostvendorshavedecreasedorstoppedaltogether.Asnotedlastyear(see"Project/ResourceManagementMagicQuadrant),applicationvendorsfromotherareashavealsobeenenteringthemarketandcontributingtogrowthinthisspace.Since3Q02,thevendorsofthemore-integratedPPMsolutionshavestruggled,andthecompetitionisheatingup(seeFigure1andNote1).Figure1ThePPMMagicQuadrantSource:GartnerResearch(July)Note1EvaluationCriteriaAbilitytoExecuteVendorviabilityManagementteamTrackrecordindeliveryandsupportFunctionaldepthSupportcapabilitySalesandmarketingCompletenessofVisionVisionoftechnologyandthemarketResourcing(includingexternal)Consulting/servicecommitmentPackagebreadthPlatform,databaseandERPsupportTeamcollaborationfeaturesISorganizationrequirementsVendors'visionfocidiffer.Some,suchastheenterpriseresourceplanning(ERP)providers,initiallyfocusedonprojectcostaccounting,thenaddedplanning,resourcingandotherPPMfeatures.Others(PrimaveraSystems,forexample)focusedfirstonthelattersetoffunctions,enablingprojectcostmanagementandexportingcostaccountingdatatoanERPbackend,andlateraddedwaystocollectnonprojectcosts,suchasworkrequests.AlthoughapproachingPPMrequirementswithdifferentstrengths,theseapplicationscanprovidereliableITprojectandservicestatusdata,whichwasformerlyavailableonlyinfragments(forexample,insuchstaticdocumentsastimereportsorresourceplansinExcel).Inassemblingacompletesolution,PPMpackagesoftenprovideintegrationtoaddressgapsorweaknessesinfunctionality.AnotherexampleofintegrationisthecommondependenceonMicrosoftProject,whilefocusingonportfolioanalysis,tracking,resourcing,costing,collaborationorotherfeaturesandofferingprojectplanning(suchasGanttcharts)forthosesituationswhenmore-detailedscheduling(inMicrosoftProjectoralternativeschedulers)isnotrequired(seeFigure2).Figure2PPM:EvolutionofanApplicationSuiteSource:GartnerResearch(July)Duringthepastyear,developmentsinthePPMmarkethaveincludedthegrowingimportanceofportfoliofeatures—hence,ourreferencetoitasprojectportfoliomanagement,ratherthanproject/resourcemanagement(althoughresourceprofiling,levelingandsoforthremainsignificant).IBMhasbeenagrowingpresenceinthismarket,aswellasatitsfringes;itacquiredRationalSoftwarelastyear,aswellasPricewaterhouseCoopers(PwC)Consulting,includingitsSummitAscendantproductline,whichfeaturestools,ITprocesssupportandprojectmanagementmethodology.MoredirectlyinthePPMspace,IBMhasinvestedinSystemcorpandhasassistedinthedevelopmentofSystemcorp'sEnterprisePMOffice,whichshowsanaccurateviewofmarketrequirements,withaneffectivebreadthoffunctionalitythatincludesfullscheduling,resourcing,andtimeandexpensereporting.Servicerequestmanagementanddefect-trackingfeaturesfurthersupporttheneedsofISorganizations.Scopemanagementfeaturesenableuserstointegrateprojectrequirementstoplanandautomateprojectdocumentmanagement,includingversioncontrolandtheabilitytolinkdocumentstoanylevelofaworkbreakdownstructure.BuiltinaJava2Platform,EnterpriseEdition(J2EE)framework,PMOffice'sportalapproachenablessimpleruserconfigurationsthanpreviousreleasesandalsofeaturesanativeEnterpriseDashboard,withhundredsofC-levelstoredprocedures,includingmanyforportfolioreporting.PreviouslyfocusedonIBM'sDB2databaseplatform,PMOfficenowdirectlysupportstheOracledatabaseaswell.Anemerginggroupof"portfolioanalysis"vendorshasbegunofferingsolutionsforanalyzingITinvestmentsandassets,some(suchasPacificEdgeSoftware)aspartofPPMproductlines(see"TheGartnerPortfolioManagementToolforITInvestment").Otherofferings,althoughshortofbeingPPMproducts(seeNote2),aremovingtoofferplanning,resourcingandotherfeaturesthatapproachthePPMmarket.AmongtheseemergingtoolsisArtemisInternationalSolutions'PortfolioDirector(see"ArtemisPortfolioDirectorforManagingITInvestments"),whichhasbeenabrightspotforArtemisinrecentyearsasthecompanyhasstruggledtoputitsfinancialchallengesbehindit.Note2PPMProcessesforApplicationSupportAPPMapplicationaddressesmostofthenineprocessesdefinedbytheProjectManagementInstitute'sProjectManagementBookofKnowledge:projectscopemanagement,timemanagement(thatis,planningorscheduling),costmanagement,resourcemanagement,qualitymanagement,projectcommunicationsmanagement,projectriskmanagementandprojectprocurementmanagement.Theninthareaenablestheintegrationoftheseprocesses,suchasforpipelineorotheranalytics.(See"ProjectPortfolioManagement(PPM)Applications:Perspective.")Withaprofitablequartertoend(basedlargelyonPortfolioDirectormomentumandcostcutting),Artemiscontinuestocorrectitscoststructureafteracquiringthebulkofitsjointventuresworldwide.WithcontinuedstrengthinproductrevenueinEurope,anyArtemiscomebackislikelytobeginthere.AnotherimportantportfolioanalysistoolisProSight,aninnovativesolutionthatenteredtheAmericanmarketafewyearsago.UsingapartneringstrategythatinvolvedsuchvendorsasChangepoint,Evolve,PeopleSoftandPlanView,theProSighttoolenabledvendorstoextendtheirofferings.Thesepartnershavetypicallydevelopedcompetingsolutions.ProSighthasdeepeneditstool,adding"playbooks"ofdashboards,scorecards,picklistsandformstotargetsuchproceduresasITservice-levelmanagement,systemretirement,projectprioritizationandITinventoryanalysis.OthernotableportfolioanalysistoolscomefromPortfolioDecisionWare(anAXS-One/Tivitypartner)andUnitedManagementTechnologies,whichhasdevelopedStratFrames.Bothalsoofferconsultingservicesasamajorpartoftheirbusinesses.Inaddition,ProSighthasstrategicallypartneredwithFujitsuConsultingforconsultingservicesintheportfoliomanagementspace.LawsonSoftwareandChangepointhavesimilarstrategicpartnershipswithDeloitte&Touche,andPeopleSofthaspartneredwithCapGeminiErnst&Young(CGE&Y).Since2Q01,Evolvehasincreasinglymarketedoutsideitsinitialprofessionalservicesadministration(PSA)niche.Inadditiontoproductdevelopment,thevendorhastargetedISorganizations,especiallywithitsEvolve6PortfolioManagementversion,whichwasreleasedinlate.InMarch,Evolveintroduceditsworkrequestmanagementsolution,whichissimilartothatofferedbyPlanViewandChangepoint.ThesecapabilitieswereamongthefeaturesthatcausedPrimaveratoacquirethechronicallyunprofitableEvolvefor$13millioninMarch(see"PrimaveratoAcquireEvolve,ExpandProjectManagementLine").IntheITandapplicationmanagementspace,Kintana—slatedforacquisitionthisquarterbyMercuryInteractive—hasroundedoutitsproductlineduringthelast12to18months,withdemand,portfolio,project,programandtimemanagementtoolsgroupedunderthebannerof"ITGovernance."Atthesametime,Rational'sProjectConsoledashboardhasgainedtractioninRational'suserbase,althoughitfallsshortofbeingaPPMproduct.Alongthesamelines,PlanViewhasintroducedasetoforganizationalgovernanceprocessescalled"Prisms,"whichithasbuiltintoitsPlanViewPortfolioManagement7.3solution,whichwaslaunchedatGartner'sSpringSymposiuminMarch.The11Prismsaredividedintothreecategories:investments,projectsandservice.Theyincludeaconfigurable,prepopulateddatabaseofattributesandstagegatesfordifferentinitiatives(suchasmodelsforabusinessinvestmentplanningeffort,amajordevelopmentprojectoraproductionsystemsupportservice).Similarly,ChangepointhaspursuedavisionblendingITportfoliomanagementwithresourceandprojectplanningandtracking,resultinginapartnershipwithDeloitte&Touchemarketinga"CIOPortal."Nowinv.8,theChangepointproducthasbeenrebuilton.NET,withaddedOracledatabasesupport,andithasbeenconvertedtoUnicodeforeaseoftranslation(aSpanishlanguageversionhasalsobeenadded).This,alongwithongoingenhancementofitsrequestmanagement/helpdesk-stylefeatures,hasincreasedtheproportionofChangepoint'sinternalcorporateITcustomersandprospectstomorethan50percent,whileitsprofessionalservicetargetmarkethasslowedpurchases.MicrosoftremainsastrongpresenceinthemarketplacewithitsMicrosoftProjectproductline,whichfeaturesMSPStandard,Professional,ServerandWebAccess(see"GotaPlan?MicrosoftProjectPreview")andprovidesaneffectivePPMsolutionintheWindowsandSQLServerenvironments.RevenuegrowthforthisproductlinehasenabledadditionalR&D,whichhasyieldedaMicrosoftProjectreleasethatisdueinthefall,enhancingsynergieswithotherMicrosofttechnologies,includingWindowsSharepointServices,OfficeandOutlook.ContinuedworkwithMicrosoftSolutionPartnerstoaddressimplementationissuesprovidesvaluableexperienceinaddressingenterpriseneeds.ERPIIvendorscontinuetotargetthespace,bothdefensively(topreventPPM"midoffice"vendorsfromexpandingtheirenterprisefootprints)andoffensively,withPPMproductsorfeaturespackagedwithpartsoftheirapplicationplatformstoaddressPPMmarketrequirements.Althoughinitiallyofferedtoextendtheirimplementations'projectaccountingandreportingfunctionality,somehavedonesignificantacquisitionsanddevelopment.Lawson'soffering—enhancingitsacquisitionoftheXML-basedAccount4PSAtechnology—nowfeaturesportfolioanalysis,withconsultingsupportfromAnswerthink.ItsServiceAutomationPPMproductdirectlysupportsSOP98-1reportingofapplicationdevelopmentcostswithguidelinesforexpensingvs.capitalization.Version5.1'sSmartNotificationmonitorsdatafromLawsonorexternalsystems,includingtheWeb,toprovidealerts(suchasforscheduleoverruns)viaavarietyofdevices.Oracle'snewPPMsolution,whichwasintroducedinJune,extendsitsestablishedOracleProjectsmodule(formerlyfocusedonprojectcostingandbilling,withsomerecentresourcingfeatures)withthreenewproducts:ProjectManagement,forbuildingworkplans,controllingprojectissuesandchangesandtrackingprogress;ProjectCollaboration,withaproject"workspace"formanagingandenablingreal-timeissueresolution;andProjectIntelligence,foranalyzingprojectdata.PeopleSoftalsohasanestablishedprojectaccountingmodule,whichhasbeenextendedinrecentyearswithresourcemanagementandT&EinitsEnterpriseServiceAutomation(ESA)offering.ThisalsofeaturesaContractsmoduleandaServicesProcurementmodule,whichPeopleSofthopestoleverageifgreaterdemandforITservicesaccompaniesaneconomicrecovery.WithconsultingpartnerCGE&Y,italsooffersCIOOneSource,acombinedPPMproduct/serviceforIT.SAPisapproachingthemarketwithnewofferingsthatmaychallengethecompetitionnextyear:xRPM,a"crossapp"forresourceandprogrammanagementthatispositionedasaproducttargetinginternalR&DorISorganizations,andSAPProfessionalServices,acustomerrelationshipmanagement(CRM)solution.Similarly,Denmark-basedMaconomyoffersverticallydifferentiatedsolutionswithproducttemplatesthattargetmarketing/advertisingagencies,audit/taxconsultingandresearchorganizations,althoughtheydonottargetinternalIT.EpicorSoftwaredoesnotspecificallytargetITeither,althoughitsEpicorforServiceEnterprisessoftwareisadaptable,andithasretooleditsproductlineforWebservicesdeliveryviaitsInternetComponentArchitecture.AnotherdealofnotewasScitor'sspin-offlastAugustofitstoolbusinessasSciforma.ItsestablishedPSSuiteextendsadvancedplanning,trackingandmultiprojectresourcelevelingviaitsProjectCommunicator(whichincludesInform,ObjectsandAdminmodules).Sciforma'snewPSNextwillgofurtherwithworkforceskillandcapacitymanagementandtheabilitytotrackhoursagainstbudgets,alongwithstate-of-the-artprojectplanningandscheduling.WeexpectPSNext'snewJ2EEframeworkpricingtodrivePPMpricingofflexible,configurableWebservices.Withanotherroundofinvestment($10.5millioninFebruary)andareturntoprofitability,astabilizedNikumaybepoisedtotakeadvantageofpotentialeconomicreboundsin.Ontheproductfront,Niku6.1shippedin2Q03,featuringportletsandstreamlinednavigationofitsfivemainmodules—NikuProjects,PortfolioManager,ResourcePlanner,FinancialManagerandNikuWorkbench—effectivelygettingtheproductinshape.AmongitsnewandupgradedNiku6customersareseveralimplementationsofmorethan2,000users(includingteammembersreportingtime/status).BusinessEngine'sv.5releasedeepensitsbudgetmanagement,embedsMicrosoftProject,addsmoreonlineanalyticalprocessing(OLAP)cubesforfinancialmanagementandprovidesnewfeaturesforexternalcontractormanagement.ThecompanyhashadkeyimplementationsatDeutscheBank,Merrill-LynchandDelphiAutomotive,andeachdeploymentexceeds5,000users.TenroxalsoembedsMicrosoftProjectforsynchronizationwithoutimport-export,hasastrongfocusonT&Eandbilling,andfeaturesaneffectiveworkflowtoolreminiscentofprocess-modelingtoolsofferedbyERPvendors.ThereisasignificantPPMnichemarketforenterprisesleveragingtheIBM/LotusDominoplatformforPPMpurposes.AutomationCentreoffersTrackerSuite,featuringresourcemanagement,time-trackingDomino-basedprojectcollaboration,documentmanagementandworkflow.CustomersincludeDuPontandAmericanElectricPower.AutomationCentrealsooffersaMicrosoft-basedproduct.Similarly,EdenCommunicationsleveragesDominowithitsProjecTrakfamilyofproducts.IttargetsISwithabugtracker,helpdesk,assetmanagementandsoftwaredesignermodule,amongothers.GeniusProjectfromtheEuropean(Swiss-based)companyGeniusInsidefeaturesriskandsimulationmodules.KeyIssuesWhatprojectmanagementtools,processesandtechniquesarerequiredfordeliveringhigh-quality,on-timeandon-budgetapplications?HowwillERPIIvendorsandmarketsevolve?Howwillenterprisesimprovetheoperationalefficiencyoftheire-workplaceinfrastructuresduringthenextfiveyears?Howshouldproject/processmanagementgroupsforanapplicationdevelopmentorganizationbesetup,andwithwhatsupporttools?Whattoolsandtechnologieswillenableenterprisestooperateinrealtime?AcronymKeyCGE&YCapGeminiErnst&YoungCRMcustomerrelationshipmanagementEPMEnterpriseProjectManagementERPenterpriseresourceplanningESAEnterpriseServiceAutomationJ2EEJava2Platform,EnterpriseEditionOLAPonlineanalyticalprocessingPPMprojectportfoliomanagementPSAprofessionalservicesadministrationPwCPricewaterhouseCoopersReturntoTop--------------------------------------------------------------------------------©Gartner,Inc.and/oritsAffiliates.AllRightsReserved.Reproductionofthispublicationinanyformwithoutpriorwrittenpermissionisforbidden.Theinformationcontainedhereinhasbeenobtainedfromsourcesbelievedtobereliable.Gartnerdisclaimsallwarrantiesastotheaccuracy,completenessoradequacyofsuchinformation.Gartnershallhavenoliabilityforerrors,omissionsorinadequaciesintheinformationcontainedhereinorforinterpretationsthereof.Thereaderassumessoleresponsibilityfortheselectionofthesematerialstoachieveitsintendedresults.Theopinionsexpressedhereinaresubjecttochangewithoutnotice.