“In addition to the PPM tool piece,” he says, “we were also migrating our effort reporting system into the TDX platform. We were fairly thoughtful and deliberate in how we went about migrating our manual processes to the software.” Any software implementation of this scale brings with it a certain level of change. “How easy or difficult it is to get up to speed with a new tool,” says Walsh, “is based on an individual’s specific role and interaction with the product. Certain tasks, such as creating or updating project requests, were very straightforward and people adapted to that quickly.”
Today, TDX is making a significant difference in the ITS team’s work processes. “Obviously, it has helped streamline our process through automation,” says Walsh, “but the centralization of data and projects and the ability to capture high-level information about operations and maintenance activities have also been a huge benefit.”
Resource & Capacity Planning Made Easy
One of the TDX features that Walsh has found particularly useful is resource management, which supports the analysis of proposed work. “The ability to have a complete picture of what our resources are scheduled to and plan that out six, eight, nine months or more into the future is one of the key areas the tool has made a difference,” says Walsh. “It has helped us with resource capacity planning. We use the capacity planner to look at what’s being introduced or being requested, and to make sure that we see and identify any resource constraints or bottlenecks before they actually happen.”
The PPM tool has also been very helpful in automating the ITS team’s project request and approval workflow. Walsh calls the PPM tool a huge time-saver from a productivity standpoint. “Project requests go through different processes depending on the type of request,” he says. “These are now automated with approval steps for each, including architectural review, financial review, resource management, and resource allocation.
Oversight & Governance
The ability for resource managers to have complete control over requests that come in for their specific resources has been very useful and effective. Project managers also appreciate the ability to request specific individuals for specific projects.
One project that Walsh says has particularly benefited from the TDX platform is their Enterprise Data Warehouse project. “It’s more like a program than a specific project,” he says. “It’s a significant multiyear effort with several large components. Our ability to keep all of these pieces together in the system gives us visibility and insight into the progress of all of the different components and the interdependence of these that we wouldn’t otherwise have had.”
Walsh offers some advice for other higher education ITS teams considering a PPM solution like TDX. Flexibility in the configuration of the product provides a solid foundation to build out your specific implementation. In addition, TDX as a vendor is extremely collaborative. Walsh and his team successfully partnered with them in the design, testing, and implementation of new features and functionality.