calculator, credit card, files, graphs, a hand in the middleCompanies usually underestimate the scale of change that is necessary when implementing a new corporate technology or when changing the type of customer or type of product or service.

Despite of the difficulties that a new system of change may entail, attention is usually focused on finding new corporate technologies or hiring the best suppliers. These aspects are important, but they are not enough to ensure that change happens in the practical behavior of our teams.

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Change management is a global system that implies complex interactions. It must affect not only technologies or suppliers, but the whole organization. Comprehensive influence starts with the individual change of each of the employees. These changes are summed up later and they produce interactions to achieve global changes.

However, producing this change is tough, especially at the initial steps.

Imagine a dedicated and motivated employee who has been working for the company for the last 20 years. As a result of his information and his long working experience, he knows exactly how all the mechanisms of the company work and how to achieve the things he needs and wants in his job. He is a good worker, even though he is using methodologies that may be suboptimal under current circumstances.

In order to accept and carry out changes correctly, this worker needs to take into account the influence model. In other words:

  • Training about how to carry out change, before starting to implement it and during the process.
  • Specific attention to the particular situation: it is very likely that change managers find themselves with objective obstacles to the daily operational implementation. The worker might need some tools to combine quality job criteria with new ways of doing things. Leaving him alone in this aspect will create strong friction.
  • It is necessary that the worker maintains his motivation Properly justifying change processes is essential.
  • Human support. It is important to accompany transitions through support teams not only engaged in technical issues, but also human, which will prevent the worker from developing fear of or disengagement from change.

However, even if change happens under the best conditions, it is common for companies to experience a small decrease in productivity and efficiency while adapting to new circumstances. Many recognized sources refer to this as the “valley of despair”. This valley’s duration and depth are correlated with time and difficulties experimented by workers in order to adapt to new work methodologies.

Traditionally, companies’ position towards this valley was simply letting time pass by, waiting for the storm to pass and believing that problems, in the end, would be solved.

Currently, change management implies an active response to those problems. It has been proved that organizational change management gets to minimize the duration and depth of this valley, using an appropriate communication that enables the education and entertainment of the staff.

Furthermore, it has been also proved that it can be a way of saving money. Investing a certain amount of resources on helping companies to prepare their employees for changes minimizes the negative impacts these changes may mean for their work and the productivity of the company, thus achieving a significant direct economic saving, since the depth and duration of the "valley of despair" is reduced. On the other hand, an earlier productivity rise is achieved when implementing new working technologies faster, bringing an increase of the company’s profits.

When you consider carrying out a new change on the working system of your company, we advise you to take into account these five principles:

Alienation of leaders with the project

Business team leaders tend to focus all their attention on “what” is needed to be completed within the project or what is the final product, without paying much attention to the “why” and the “how”. Nevertheless, these questions are the pillars of change management.

Many business leaders think that changes in organization management happen automatically. It is as simple as defining change for workers to adopt it. However, experience shows this doesn’t happen this way. Organizational change management methodologies are a set of techniques that have proven their effectiveness in implementing change in a company.

Invest on organizational change management

These new methods allow efficient change implementation. Investing on them will bring a quicker adaptation to the new systems and improve employee satisfaction, contributing to the productivity of the company.

Counting on specific organizational change management technologies and a specialized team will reach a more efficient implementation of changes.

It is a very profitable investment if you are willing to implement the change in your company.

Boost employees’ implication

Employees’ implication is crucial. Not only because they are the ones using those new technologies at their jobs day by day, but because they are the best teacher for the rest of the staff. Getting workers involved and trained in the new work systems will allow the rest to be motivated and learn much better, as they will have the support they need within an arm's reach.

Create knowledge transfer systems

Doing something for the first time is difficult, but repeating it with the experience and support of others is an entirely different thing – and a  much less daunting one.

Take into account that there are many barriers for the knowledge transfer between projects and internally towards every team project. Knowing how to recognize them in time will help you design effective knowledge transfer policies.

Leave written proof of all change processes. Let the experience acquired by few train others.

Keep on reading about change management on our blog:

How to cope with resistance to change in your organization

Change management: what we do or what we are

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childhood concept with toys design, vector illustration 10 eps graphic.The professional training industry has experienced several game changing trends in the last decade. Until the arrival of the internet, in-company training used to be conducted face to face by consultants with pedagogic methods that resembled very closely what happens in a classroom. In spite of team exercises and group-focused sessions, trainers and coaches were the authority and the source of wisdom, knowledge and expertise.

What has changed in professional training?

Currently, most of the average training courses have been replaced with online experiences because they are cheaper to produce for vendors and take less time off employees’ schedules. An HR officer will always consider the benefits of letting their staff take a course at their own pace, rather than disrupting the daily operations of an entire group to put them together in a room, sit tightly and listen to somebody talk.

The perception has changed radically: if you need to absorb knowledge or just check a formal training requirement, online self-paced courses do the job and are only half as boring as ordinary face-to-face training. Moreover, they can be better tailored to what each learner needs.

Not all changes are for good: very often, online training is poorly designed and based on the very same rudiments of repetition and passive learning. Education guru Roger Schank and founder of Schank Academy is quite right when he points out that the principles of learning by doing are being ignored by most online education providers.

Roger Schank dixit: “Learning happens when someone wants to learn, not when someone wants to teach”

Roger Schank dixit: “Learning happens when someone wants to learn, not when someone wants to teach”

But the new ecosystem will never go back. Nowadays, if you want to justify spending thousands of dollars in offline training, there really needs to be a rationale behind it. You need to deliver outstanding learning experiences that are memorable, that change people’s perspectives and that will have an impact on how learners apply their experience to their job.

Training in project management

Project management has followed the same trend. There are a lot of formal requirements, particularly towards certifications, that can be met with dull courses. But everybody knows that learning the PMBOK by heart won’t turn you magically into a certified project manager: you still need the thousands of hours of practice. And even with that kind of experience, running projects -not to say a project management office- remains challenging for the smartest minds.

The job can be so daunting, even for experienced folks, that additional training is common. It can never harm. In fact, bringing a good coach to the office can be a great way of shedding light on unsurfaced problems or perceptions that might not be obvious to all… perhaps because there are power dynamics silencing some opinions, or simply because nobody ever has a full image of what everyone is doing.

So how does an extraordinary, memorable experience in project management training look like?

A good example is the trend of gamification, also called serious games. Serious games are designed with a purpose, rather than for sheer entertainment.

A great example is to teach the complexities and elaborate dynamics of SCRUM with LEGO simulations, a model developed by Alexey Krivitsky.

Krivitsky isn’t alone in the usage of building blocks to represent and simulate work environments. The importance of LEGO as a driver of serious games is such that the method LEGO Seriousplay has been registered. In this process, participants build their own model responding to the mentor’s questions.

It’s a great way of probing deeper and deeper into participant’s mental models and perceptions, thus helping surface unconscious conflicts in beliefs or priorities between members of a same team. When these differences became apparent, it’s much easier to talk them through and come up with creative solutions.

In fact, LEGO Seriousplay has been used to help project teams with memorable kickoff meetings  where members can share, discuss, use metaphors , elaborate and negotiate using the mediation of the built model.

Teaching project management through serious games is a trend in and of itself, with specific research devoted to generating guidelines and extending its practice, or quite accomplished and entertaining online games like shark word or Unlock.

A scene of the project management game Unlock

A scene of the project management game Unlock

It’s a brave world out there, but project management professionals have plenty of resources at their fingertips, including the possibility of using ITM Platform to teach project management through real world practice with a cutting-edge tool.

It’s what our educational partners, including many leading institutions, are already doing. Universidad de Barcelona, Monterrey’s Technological Institute and the leading technological university in Brasil are simulating PMOs with ITM Platform, so their students strengthen their core project management capabilities:

  • Coordinate project work
  • Align project results with business strategies
  • Keep everyone in synch
  • Obtain live data of project progress
  • Collaborate on a shared environment in real time
  • Distribute responsibilities according to differentiated roles

Feel free to browse our educational partner page if you’re interested, or inquire about the possibilities of an in-company course with ITM Platform with an email at info@itmplatform.com

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illustration of scrum agile board, columns stories, to do, in progress, test, doneEven though we all have seen Kanban boards, many of the principles that stand out this methodology are often overlooked when in practice.

If you are working in software development, in a technological environment or in a start-up, it is very likely that sometime you have used a Kanban board to visualize which tasks are still pending, which ones are in progress and which ones are already finished.

This is the Kanban MVP: three columns, three stages: to do, in progress, recently completed.

Personal board on ITM Platform, columns to do, in progress, recently completed

ITM Platform’s personal board sums up the pending work with Kanban.

This simplicity has been, in some way, a blessing, because boards have become hugely popular. However, in a way it has also doomed them – many people either use them or criticize them without knowing in detail the characteristics of this method.

For example, Kanban’s usefulness for managing work that doesn’t fit into any project is commonly ignored.

This makes Kanban an excellent tool accessory to manage a portfolio of projects, in which change demand also includes isolated tasks for which there is no formal coordinator or project manager.

Nevertheless, very few portfolio tools include Kanban among their characteristics; and very few online Kanban versions feature portfolio management.

If you fancy having both things, ITM Platform is on the of the few suppliers that can satisfy you.

Link your Kanban projects with a unified portfolio with ITM Platform.

Kanban vs agile vs SCRUM

In the software development world, it is common to consider that SCRUM is the best agile methodology, if not the only one. However, each methodology has its pros and cons. If you want to have a look at the main differences, here you have a helpful article.

SCRUM, for example, is only used for software projects and, in that field, it replaces traditional waterfall design methods in a much more efficient manner.

However, outside that field, SCRUM becomes very fragile, not to say useless. For example, it cannot be applied to design processes of new products that lack programming elements.

On the other hand, besides being used extensively in development (often mixed with SCRUM methodologies), Kanban has proved its utility in contexts where most of the work volume is operational. The classic example is industrial manufacturing, such as the Toyota factories where this method was invented. But the design of new goods and services of any industry can benefit from its structure.

The 3 principles of Kanban:

  • Visualize everything that is happening at any given moment. Each element and its stage can be seen within the context of all scheduled work, regardless of whether it’s a project or operational work.
  • Set caps for work in progress (WIP)There should be a maximum number of tasks that can be managed at the same time, and the visual boundaries of the board help us perceive that limitation. For example, if a quality control unit can manage a maximum of 5 batches, it shouldn’t accept the 6th one until it has one empty spot for it. This might not be very intuitive, but WIP limitation consists, precisely, on visualising bottlenecks in order to prioritise work in those areas and gather the resources required to solve them.
  • Improves work quantity. As soon as a task is finished, another one from the backlog is started. In order to do that, it is essential that the backlog be correctly managed, prioritised and categorised.

When should Kanban be used?

There are 4 situations in which Kanban should be used:

  • In operative environments where priorities change very often
  • When changes in requirements can be introduced any time
  • When work units are isolated tasks
  • When the incremental optimization of an already existing process is pursued.

What are Kanban’s advantages?

  • Maximum transparency
  • Continuous worflow
  • Equating the team’s capacity with the ongoing work
  • Focus on the duration of the cycle (how long it takes a task to go from backlog to be completed)
  • It allows assigning different WIP maximums to the consecutive stages and redirecting the work to improve the delivery time.

For example, regarding this last point, it’s very normal to have 4 stages within a programming team: To Do, In progress, Code Review and Finished. Allocating a maximum of 2 tasks to Code Review means that In Progress cannot take over more tasks right away. Therefore, programmers must spend some time checking code, a very unrewarding task that is often relegated. Thanks to this, we can avoid the bottleneck of having all the code written, but pending from review.

When teamwork and immediate communication are added to the board, benefits are crystal clear.

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letter, bubbles, loudspeaker, like, phone call, communicationBeing a project manager can often feel like a circus performer juggling a dozen balls at one time. The only difference is you have to juggle those balls within a strict deadline and, hopefully, within your budget too.

One of the biggest issues PMOs face is a gap in communication within their department and the many other parties involved in the project. Without stellar communication, any one of those balls could go flying out of place, obliterating your chances of successfully executing your master plan.

Start managing projects for all your customers with ITM Platform

When there is no room for error, the only viable option is to equip your team with the best possible tools for the job. Ensuring flawless communication is simple when you combine a quality project management tool with a leading customer relationship management software. This is especially critical for companies that run client projects. A great PM and CRM combo ensures that you can always track customer relations without losing a single detail on either end.

Actually integrating the two products is a snap. Industry-leading PM programs offer advanced API for developers that will allow you to connect to almost any existing system you already know and love. ITM Platform even provides a comprehensive array of APIs that are constantly updated to ensure they remain user-friendly, a key tool for advanced productivity.

With features like this, combining the power of your PM and CRM is a simple and streamlined solution to communication issues you’ll want to prevent during your next project.

But how exactly does a CRM assist you with communication? A stellar customer relationship management program gives you the benefit of automatic communication tracking. Missing important information like that two-line email with a question from your client can be damaging to your project and relationship.

Beyond communications, you’ll also have the ability to expand customer tracking with the ability to connect methods for purchases, invoices, client profiles, and suppliers.

Simple human errors, like a missed email or a faulty memory, no longer have a place in your carefully developed process.

Quality customer relationship management software will also offer automatic data sync. Once connected to your project management tool, the information collected from your ITM Platform mobile app, desktop application, and CRM platform will merge together. Information that gets added becomes almost instantly available for your entire team on every device. This makes information clear and accessible for everyone involved so your team can stay on the same page at every stage of the project lifecycle. Items like invoices, budget estimates, and revenue are readily accessible on programs like ITM Platform.

As a project manager, it is your job to ensure your comprehensive plan accounts for the flawless execution of tasks by all parties. By arming your team with a combination of outstanding PM and CRM softwares, you’re sure to excel in your previously determined targets by creating a strong collaborative foundation.

If you’re interested in learning more about how to get the most out of your project management tools, request a helpful ITM Platform demonstration now and get started upgrading your communication skills today.

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four team members

Onyriq’s founding team

Onyriq represents a new generation of innovative companies pursuing the social impact of knowledge.

Ainhoa, Joseba and Mikel met at the University of the Basque Country (UPV-EHU) in San Sebastian while studying chemistry and specializing in polymers. Years later, the three have finished their postgraduate studies and greet each morning in the Parc Científic de Barcelona. Although they research together every day and haven’t lost sight of the laboratories, chemical structures or trials, they don’t teach nor receive a salary from the university.

These three chemists have started up their own company together with Oriol, an aerospace engineer based in Japan: a year ago, in September 2016, Onyriq was founded as a startup whose core business lies in the research, development and innovation of polymers. With a business model that is clearly focused on knowledge transfer, their objective is ambitious: to support the company with the commercial exploitation of its own research through licenses and patents.

Join Onyriq and start managing and evaluating your programs with ITM Platform

The day to day operations of Onyriq include the management of its research projects with ITM Platform. "We work with ITM Platform for both the execution of our projects and the development of proposals to clients, Since we calculate the differences between the proposal and the actual project (in budget, time and activities), that allows us to better know its profitability."

"Onyriq's example is representative of an increasing number of high value-added companies that are using portfolio and program management tools previously exclusive of large corporations"

In a market as broad as that of polymeric materials, Onyriq transfers technologies used across a range of industries, such as: aerospace, health, 3D printing or food. Their previous experience has led them to define three main lines of research: the synthesis and modification of polymers and biopolymers, the encapsulation of active compounds for pharmaceutical companies, and the functionalization of materials to impart specific properties. "We hope that companies with different core businesses that work with polymers can outsource the innovation of their processes by relying on us and our extensive know-how," says Ainhoa.

logo Onyriq

As for their service portfolio, Onyriq is divided into three corners: the transfer of knowledge with its own research, innovation on demand and training workshops. Although the marketing of own research currently has a secondary importance, the goal is to become the main source of income for the company. To reach this stage, Onyriq not only needs to manage its projects with professionalism, but also to continuously evaluate the different lines of research that group the different projects of the company.

The example of Onyriq shows how more and more high value-added companies need access to portfolio and program management tools that were previously only available to large multinational groups, but to which they have better access thanks to the appearance of actors who are betting on the democratization of the sector, like ITM Platform.

team mebers talking, computer

Program management, model requirement

Despite their youth, the Onyriq founders have already run European research projects with multi-million budgets. While managing a major project is not a major concern, researching without losing sight of profitability is indeed a novel challenge, and one that is hard to combine with the long-term vision required by academic research.

Program Management bundles the entrepreneurial and the scientific mindset. Given their previous experience as project managers, it was known from the start that a central piece towards sustainability was a tool that fulfilled two objectives: to allow the team to adopt professional project management methodologies, and to group similar projects with common objectives into programs.

"Program Management bundles the entrepreneurial and the scientific mindset."

It was then, after what Ainhoa ​​describes as an exhaustive process of searching and evaluating different options, they finally opted for ITM Platform. According to her account, "ITM Platform is by far the most complete solution we could find. And we tried many."

In addition to the unified management of the research lines as project programs, some of the benefits that favored the decision were the purchase and revenue management, with which Onyriq manages the benefits generated by the different accounts and associated suppliers, and the freedom to create both predictive projects and agile projects. If Gantt diagrams are perfect for preparing projects for customers, Kanban panels are widely used for more informal proposals and projects in which maximum visibility is desired for all members, so that coordinated progress can be made.

The fact that ITM Platform is not overly technical and allows the use of non-certified project managers has also been a very important factor in ensuring the continued use of the tool. Another important feature is flexibility: "we have been able to configure the tool to adapt it to our internal operating model".

"ITM Platform is by far the most complete solution we could find. And we tried many."

Balancing demand

As in any startup, over the next few years Onyriq will be dedicated to checking which business scenarios are correct and which need adjustment. Onyriq's B2B services are so closely related to the core business of customers that the future of the business will depend heavily on the relationships that consolidate in this initial stage. Although polymer applications are very broad, and many of them have an appealing niche potential, the Onyriq team is aware that the market will judge each line of research. According to Ainhoa, "the importance of the different axes of our activity will ultimately be proportional to the demand that we find. In a possible world, within five years we could patent a successful synthesis method for 3D printing of prostheses. Although we could get to specialize in the health sector, we know that diversification will key so we’re not dependent on the economic cycles. R&D is so unpredictable that we must be prepared by measuring how things are moving forward."

That need for measurement lies at the heart of Onyriq's internal processes, which ITM Platform uses to meet its two major business goals today: financial independence and continuous change.

Financial Independence

Currently, contract research for companies outsourcing innovation accounts for approximately two-thirds of Onyriq's revenues, which are used to fund own research. So much so, that Onyriq's main goal for the next few years is to market its own research to become the first source of income. When that time comes, Onyriq will become more selective with on demand services. This will be the moment when the long terms of research will be better supported by the rest of the structure.

Continuous Change

Some knowledge transfer might not be good for business due to both technological risks and market trends. As in any innovative portfolio, it’s important thing to combine projects with different expectations of profitability and risk levels so that more conservative projects support the most creative proposals.

"In such a changing and unpredictable environment as R & D, it is essential to be prepared and to measure how things are working at all times."

Onyriq's business processes require continuous measurement of different key performance indicators (KPIs) in order to calculate ROI and decide on which project should be part of the portfolio.

While all startups are expected to pivot and search for their model, for Onyriq that pivotal effort extends after breaking even. Knowing what research programs and which technologies are in greater demand or which sectors are more profitable will remain necessary for Onyriq to maintain the competitive advantage in an innovative market dominated by big players.

This business foundation gives Onyriq the strength to fight against the limitations of the most advanced scientific research. As Ainhoa ​​acknowledges: "Although technological centers and universities are committed to the generation of knowledge, this R & D is often not applied. The aim of ONYRIQ is to turn the potential of polymer science into innovative technologies or products with a positive impact on society and, in turn, enable profitable business models. To do this, we adapt our knowledge to the real capabilities of the industry and to the market situation. "

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