Portfolio Management for DOE NNSA by Kirby Brace

1. Portfolio Management at DOE/NNSA Kirby Brace Chief Operating Officer (240) 778-6922 (o) (954) 558-5455 (c) kirby.brace@appsential.com www.appsential.com This information is confidential and proprietary and may not be reproduced in whole or part unless authorized in writing by an authorized representative of Appsential. FEDERAL CPIC FORUM October 8, 2014

2. Overview 2014 Appsential, All Rights Reserved 2 1. Who We Are 2. DOE/NNSA Background 3. Planning, Programming, Budgeting & Evaluation (PPB&E) 4. Tying the Mission/Goals to the Work Scope Priorities Dependencies Duplication Value 4. IT CPIC (300s/53s) 5. An Integrated Solution

3. 2014 Appsential, All Rights Reserved 3 Appsential is a customer focused management and IT solutions small business delivering process driven, repeatable solutions. Appsential supports all key mission critical business systems at the Department of Energy (DOE) including Oracle: Federal Financials (EBS), Web Center Suite, Fusion, Business Intelligence, Data Warehouse, as well as Primavera P6 and Portfolio Management. Who We Are

4. DOE/NNSA Background 2014 Appsential, All Rights Reserved 4 NNSA Defense Programs manages a diverse portfolio of programs and projects supported by a network of national labs and production plants. Solve Problems in science, energy, and national security Provide Capabilities essential to our nations continued science and technology primacy Operate Infrastructure that serve tens of thousands of scientists collaborating on solutions to pressing and complex problems. Promote innovation that advances U.S. economic competitiveness and contributes to prosperity. Manufacture components required to maintain the U.S. weapons stockpile

5. Planning, Programming, Budgeting and Evaluation (PPB&E) 2014 Appsential, All Rights Reserved 5 Fiscally CONSTRAINED Identifies emerging requirements Re-balance based on competing requirements Fiscally CONSTRAINED Identifies emerging requirements Re-balance based on competing requirements Administrator/Secretary Reviews OMB Reviews Technical Reviews Administrator/Secretary Reviews OMB Reviews Technical Reviews Fiscally UNCONSTRAINED Defines high level scope Identifies Priorities Fiscally UNCONSTRAINED Defines high level scope Identifies Priorities Finalize after OMB pass back and prioritization Run budget scenarios Prepare Congressional Justification Finalize after OMB pass back and prioritization Run budget scenarios Prepare Congressional Justification PLAN PLAN PROGRAM PROGRAM EVALUATE EVALUATE BUDGET BUDGET Vision: WHAT needs to get done Reality: HOW it will get done Justification/ Distribution: WHY its needed. Validation: Are we ON TRACK BI Reporting Portfolio Management Portfolio Management Hyperion

6. Linking the Mission, Goals, and Programs Mission goals can be easily linked to programs, projects and activities.

7. Tying the Mission/Goals to the Projects/Activities 2014 Appsential, All Rights Reserved 7 Priorities are easily tracked through the creation of portfolios. 1.1.2.1.1 Systems Integration and Requirements Management 1.1.2.1.1 Systems Integration and Requirements Management 1.1.2.1 B61 LEP Dev & Prod 1.1.2.1 B61 LEP Dev & Prod 1.1.2 Life Extension Work and other Major Alterations 1.1.2 Life Extension Work and other Major Alterations 1.1 Directed Stockpile Work 1.1 Directed Stockpile Work 1.0 Defense Programs 1.0 Defense Programs Nuclear Security Nuclear Security DOE DOE 1.1.2.1.1.3 Advanced Systems Testing 1.1.2.1.1.3 Advanced Systems Testing 1.1.2.1.1.3.1 Yield 1.1.2.1.1.3.1 Yield Oracle Federal Financials Primavera (PPM)

8. Tying the Mission/Goals to the Projects/Activities 2014 Appsential, All Rights Reserved 8 Dependencies are easily identified by linking portfolios & activities. 1.1.2.1.1 Systems Integration and Requirements Management 1.1.2.1.1 Systems Integration and Requirements Management 1.1.2.1 B61 LEP Dev & Prod 1.1.2.1 B61 LEP Dev & Prod 1.1.2 Life Extension Work and other Major Alterations 1.1.2 Life Extension Work and other Major Alterations 1.1 Directed Stockpile Work 1.1 Directed Stockpile Work 1.0 Defense Programs 1.0 Defense Programs Nuclear Security Nuclear Security DOE DOE 1.1.2.1.1.3 Advanced Systems Testing 1.1.2.1.1.3 Advanced Systems Testing 1.1.2.1.1.3.1 Yield 1.1.2.1.1.3.1 Yield Oracle Federal Financials Primavera (PPM)

9. Tying the Mission/Goals to the Projects/Activities 2014 Appsential, All Rights Reserved 9 Duplicity is easily identified through assessment of work scope across activities. 1.1.2.1.1 Systems Integration and Requirements Management 1.1.2.1.1 Systems Integration and Requirements Management 1.1.2.1 B61 LEP Dev & Prod 1.1.2.1 B61 LEP Dev & Prod 1.1.2 Life Extension Work and other Major Alterations 1.1.2 Life Extension Work and other Major Alterations 1.1 Directed Stockpile Work 1.1 Directed Stockpile Work 1.0 Defense Programs 1.0 Defense Programs Nuclear Security Nuclear Security DOE DOE Oracle Federal Financials Primavera (PPM)

10. CPIC Module CPIC Module Tying the Mission/Goals to the Projects/Activities 2014 Appsential, All Rights Reserved 10 Value is obtained by understanding how it all fits together. 1.1.2.1.1 Systems Integration and Requirements Management 1.1.2.1.1 Systems Integration and Requirements Management 1.1.2.1 B61 LEP Dev & Prod 1.1.2.1 B61 LEP Dev & Prod 1.1.2 Life Extension Work and other Major Alterations 1.1.2 Life Extension Work and other Major Alterations 1.1 Directed Stockpile Work 1.1 Directed Stockpile Work 1.0 Defense Programs 1.0 Defense Programs Nuclear Security Nuclear Security DOE DOE 1.1.2.1.1.3 Advanced Systems Testing 1.1.2.1.1.3 Advanced Systems Testing 1.1.2.1.1.3.1 Yield 1.1.2.1.1.3.1 Yield Exhibit 300/53 Exhibit 300/53 Oracle Federal Financials Primavera (PPM)

11. The Integrated Solution Integrated data from the labs and plants provides transparency into how priorities are executed, ensures efforts are not duplicated, and identifies the true cost of DP programs through dependencies. 300s/53s WBS/Project Schedules

12. 2014 Appsential, All Rights Reserved 12 Questions?