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Microsoft Office Enterprise Project Management
Customer Solution Case Study
Medical Technology Company BD Gains
Strategic View of $400 Million R&D Portfolio
Overview “After implementing the EPM Solution, we are now
Country or Region: United States
Industry: Life sciences—Medical devices
able to provide the leadership at BD with deeper
visibility into our $400 million R&D fund.”
Customer Profile
Jeff DiPasquale, Global IT Portfolio Manager, BD
BD, a global medical technology company,
manufactures and sells medical supplies,
devices, laboratory equipment, and
diagnostic products. Headquartered in Medical technology company BD (Becton, Dickinson and Company)
Franklin Lakes, New Jersey, BD employs
more than 28,000 associates in nearly 50 serves healthcare institutions, life science researchers, clinical
countries. laboratories, the pharmaceutical industry, and the general public.
Business Situation While R&D spending at BD grew rapidly, the company’s ability to
With an R&D budget that doubled to analyze projects and investments lagged behind. BD needed a tool
U.S.$400 million in just a few years, BD
wanted stronger analytics in place to aid in that would provide a companywide view of all projects, associated
decision making on its R&D investment costs, and resources. The company chose the Microsoft® Office
portfolio.
Enterprise Project Management (EPM) Solution. With the
Solution standardized metrics and advanced analytics provided by
BD deployed the Microsoft® Enterprise
Project Management (EPM) Solution. UMT implementation partner UMT Consulting Group, the EPM Solution
Consulting Group helped BD define offers many benefits. The company now has a comprehensive view
valuable metrics as well as create
advanced analytics and reporting into its U.S.$400 million R&D budget, giving BD the information it
structures for the EPM solution. needs to measure its investments against its stated strategy, make
Benefits timelier decisions, and maximize its return on investment.
Total visibility into $400 million R&D
fund
Clarification of business strategy
Timelier decision making
Optimal return on investment
“The analytical tools in Situation that we needed a project management tool
BD is a global medical technology company that would be flexible enough to follow the
the EPM Solution give us that focuses on improving drug delivery and product development process while taking us
a window into viewing disease diagnosis as well as advancing drug to the next level of business intelligence
discovery. BD develops, manufactures, and internally. We wanted to know, for example,
these potential sells medical supplies, devices, laboratory what information is used at the local
outcomes, which helps instruments, antibodies, reagents, and organizational unit level to make portfolio
diagnostic products. It serves healthcare decisions? Who makes those decisions, and
us drive our business organizations, life science researchers, what types of information and analysis would
strategy more clinical laboratories, the pharmaceutical help us manage the broader portfolio in line
industry, and the general public. with our strategic goals?”
efficiently.”
Scott Bruder, MD, PhD, Senior Vice President In February 2007, BD decided that it needed Solution
and Chief Technology Officer, BD to implement a companywide project portfolio BD was looking for a solution that supported
management methodology to optimally the three Gs that are drivers behind the
manage its large investment portfolio in company’s global project portfolio
research and development. “Our R&D budget management initiative:
had doubled from $200 million to $400
million in just a few years,” says Jeff Global governance—adherence to the
DiPasquale, Global IT Portfolio Manager at GPDS within the project management tool
BD. Global harmonization—the use of
standardized metrics and calculations
Although BD could perform R&D investment across all organizational units
analysis within its individual 9 organizational Global transparency—the consolidation of
units, DiPasquale says, “It was difficult to all investments and valuations within one
compare apples to apples across units. system to give stakeholders the
Therefore we needed to improve our portfolio information necessary for making effective
management process and also automate this portfolio decisions
process by selecting a tool that would help us
view our investments and make decisions After evaluating several vendors, BD chose
about these investments at a corporate the Microsoft® Office Enterprise Project
level.” Management (EPM) Solution, which includes
Microsoft Office Project Portfolio Server
To help achieve the needed standardization, 2007, Microsoft Office Project Server 2007,
make more informed decisions, and calculate and Microsoft Office Project Professional
return on investment, BD began by improving 2007. “We chose the EPM Solution based on
the portfolio management components of its three primary requirements,” says
companywide global product development DiPasquale. “We needed a solution that was
system (GPDS). The system tracks the flexible enough to customize workflows. Our
distinct phases of the product development goal was to deploy first to R&D, and then to
life cycle, from concept through launch. “We extend the investment by deploying to other
created a staged approach for product functions like IT.” For security purposes, BD
development that also linked associated required the ability to configure user access
expenses and resources,” says DiPasquale. according to specific criteria to ensure that
Scott Bruder, MD, PhD, Senior Vice President people only had access to the portfolios that
and Chief Technology Officer at BD, matched their job responsibilities. “Lastly,”
continues: “As we refined GPDS, we realized says DiPasquale, “we wanted a credible,
“The Efficient Frontier established vendor in which we had Provides many advanced decision-making
confidence. Microsoft met all of these tools such as the graphical analysis for
Analysis provided by the criteria.” BD also required the solution to link return on investment presented in an
EPM Solution easily and data from other Microsoft products such as Office Project Portfolio Server 2007 feature
Microsoft Office Enterprise 2007 and called “Efficient Frontier.”
clearly shows the return Microsoft Office SharePoint® Server 2007.
on investment BD can BD deployed the solution to R&D in two major
BD partnered with UMT Consulting Group to phases. Once established in R&D, “We
get out of its product define goals and metrics and to create decided to further gain value from the EPM
development portfolio.” advanced analytics and reports. UMT solution by deploying similar portfolio
Consulting Group designed and built UMT management capabilities to the IT
Tom Malfi, Partner and Engagement Manager, Portfolio Manager, which Microsoft organization thereby providing a common
UMT Consulting Group purchased in 2006 as the foundation for framework to manage both R&D and IT
Microsoft Office Project Portfolio Server project-type investments,” says DiPasquale.
2007. Headquartered in New York City, UMT Recently, BD extended the solution to its
Consulting Group is a global services provider research arm, BD Technologies.
and Microsoft Gold Certified Partner
specializing in project and portfolio Benefits
management. The company is recognized The EPM Solution at BD, designed and
internationally as a market leader and has configured by UMT Consulting Group,
successfully implemented project and provides the company with total visibility into
portfolio management solutions with global its $400 million R&D budget. The solution
organizations for more than twenty years. helps BD to measure its investments against
its strategy, make timelier decisions, and
“We worked with each of the 9 organizational maximize the value it receives in return for
units to understand the data standards and each dollar it spends.
components in Office Project Portfolio Server
2007 that BD wanted to create,” says Tom Total Visibility into $400 Million R&D
Malfi, Partner and Engagement Manager at Fund
UMT Consulting Group. Before implementing the EPM Solution, BD
did not have a “single source of truth” for all
With the help of UMT Consulting Group, the of its projects. “At the corporate level, BD
EPM Solution at BD: probably had a good understanding of the top
25 things that were critical to the business,
Collects standardized data and metrics for but it did not have total visibility into all of its
each BD R&D project. projects,” says Malfi.
Prioritizes strategic company business
drivers and shows how each BD project With the EPM Solution designed and
aligns with each strategic driver. configured by UMT Consulting Group, “BD
Evaluates and prioritizes projects based on now has a single source of truth for all new
user-defined goals, including maximizing product development projects,” says
strategic value and financial value while DiPasquale. “After implementing the EPM
reducing technical and commercial risks. Solution, we are now able to provide the
Provides the ability to analyze projects leadership at BD with deeper visibility into our
based on user-specified “what if” scenarios $400 million R&D fund.”
such as changes in resources, strategic
goals, and budgets.
Clarification of Business Strategy the amount of money spent,” says Malfi. “A
The transparency of all projects, finances, company will not want to spend a great deal
and resources helps BD to clarify its business of money for only an incremental value
strategy. “Every project in one of our increase, so this is critical business
organizational units, when viewed in isolation intelligence. The Efficient Frontier Analysis
for that unit, may make sense. But when you provided by the EPM Solution easily and
look at that unit’s list of projects with respect clearly shows the return on investment that
to the aggregate of all BD projects, they may BD can get out of its product development
not make as much sense,” says Bruder. portfolio.”
“Perhaps they don’t provide a sufficient
return on investment, or they might not meet BD continues to optimize the solution for all
certain criteria. The analytical tools in the levels of the business. DiPasquale concludes,
EPM Solution give us a window into viewing “Currently, we’re looking at how our
these potential outcomes, which helps us organizations can extend this technology into
drive our business strategy more efficiently. other functions in order to support our goal of
The solution gives us the data that we need establishing a common investment decision-
to ask ourselves interesting and challenging making process.”
questions inside our business.”
Timelier Decision Making
The company’s previous conglomeration of
stand-alone tracking methods significantly
constrained its ability to perform
companywide analysis and make timely
decisions. Since implementing the EPM
Solution, BD’s organizational units are
tracking their projects with fresh diligence.
“We see the value in using the tool and
following the process because doing so gives
those in a decision-making capacity the
ability to discuss the implications of the
data,” says Bruder. “It arms us to go back to
the units and ask clarifying questions to a
degree that we could not have done
previously. This valuable directional
information, provided by the EPM Solution,
helps us make more strategic, and more
timely, decisions.”
Optimal Return on Investment
The EPM Solution provides many ways for BD
to analyze and prioritize its investment
strategy. One of the most useful features for
BD is the Efficient Frontier Analysis. “This is a
line graph that shows, at different points
along the curve, the value that the company
is receiving, or would receive, in proportion to
For More Information Microsoft Office System
For more information about Microsoft Microsoft Office is the business world's
products and services, call the Microsoft chosen environment for information work
Sales Information Center at (800) 426- that provides the software, servers, and
9400. In Canada, call the Microsoft services that help you succeed by
Canada Information Centre at (877) 568- transforming information into impact.
2495. Customers who are deaf or hard-of-
hearing can reach Microsoft text telephone For more information about the Microsoft
(TTY/TDD) services at (800) 892-5234 in Office EPM Solution, go to:
the United States or (905) 568-9641 in www.office.microsoft.com/epmsolution
Canada. Outside the 50 United States and
Canada, please contact your local For more information about Microsoft Office
Microsoft subsidiary. To access information System, go to:
using the World Wide Web, go to: www.microsoft.com/office
www.microsoft.com
For more information about UMT
Consulting Group products and services,
call (212) 965-0550 or visit their Website
at:
www.umt.com
For more information about BD (Becton,
Dickinson and Company) products and
services, please visit their Website at:
www.bd.com
Software and Services Partner
Microsoft Office UMT Consulting Group
− Microsoft Office Project Portfolio Server
2007
− Microsoft Office Project Professional
2007
− Microsoft Office Project Server 2007
This case study is for informational purposes only. MICROSOFT
MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS
SUMMARY.
Document published April 2009
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