Join Me in Welcoming Mark Upson As Changepoint’s New President

Today I’m proud to announce we’ve welcomed Mark Upson to the Changepoint team as President. Mark joins us with over 20 years of experience as an executive leader in the B2B software industry. We took great care in the selection process to choose a candidate best suited to lead Changepoint into its next phase of growth. Based on his previous executive leadership experience and proven ability to drive company success we’re confident Mark will excel in his duties as President.

In the past two decades Mark has played an integral role in multiple companies’ rise to success. Most recently as the co-founder, President, and CEO of Scout Analytics, a leader in solutions for customer success management, where he helped drive the company’s significant growth and eventual acquisition by ServiceSource in 2014. Mark’s ability to take companies to the next level was also evidenced in his prior success as President and CEO of PureEdge Solutions, where he grew the company into a market leadership position and through its acquisition by IBM in 2005.

In his new role Mark is directly responsible for all Changepoint business operations, including spearheading our global initiatives to bring Changepoint into new and rewarding global markets, while expanding our footprint in those where we already have a strong presence. Meanwhile, I will remain the company’s CEO and am looking forward to spending more time focused on strategic planning and growth. With his extensive track record of excellence within the software space we’re confident in Mark’s ability to lead Changepoint’s executive team and global initiatives.

With 2014 behind us, the executive team is looking forward to driving a successful New Year. Together with our customers, partners and dedicated team we will continue to grow our leading professional services automation (PSA) and project portfolio management (PPM) solutions for the global business marketplace.


Jim Byrnes, CEO

You can follow this news on Twitter to learn more about Mark’s background (@Daptiv, and @_Changepoint). For more information please view the official press release here and reach out to us on social media for more information.

The IT Outsourcing Market Is on the up, but How Can Professional Services Organizations Plan for Managed Growth?

The outsourcing research and analysis firm NelsonHall recently released a forecast around market developments and IT Outsourcing (ITO) contract data in their ITO Index. The report shows that the IT services market is finally picking up steam after years of uncertainty, with this year’s spending in IT services showing growth for the first time since 2012. In addition, the third quarter of 2014 was a landmark one for the ITO market. Due to improved economic conditions, corporate clients are finally getting back into ‘investment mode’ and the ITO market has stopped shrinking.

Dominique Raviart, ITO Research Director at NelsonHall, commented that he believes spending has grown because corporate clients are, “looking to invest in slightly higher-scope ITO contracts, as well as increasing spending on long-term contracts.” Dominique also sees more customers looking to increase new-scope contracts and expand their range of services. This essentially paints a picture of much higher market confidence – a welcome sign after a challenging few years!

Looking ahead to 2015, the report warns IT service providers may not be out of the woods just yet. In fact, there’s still room for improvement as offshoring continues to drive prices down which results in lower-spending. However, NelsonHall predicts that in 2015 we’ll witness IT services increase by three percent as economic conditions continue to improve.

Professional services companies are well positioned to take advantage of this new market confidence as long as they prepare themselves now and ensure they’re equipped to provide their customers with the best possible experience. In order to maximize this potential, companies must be sure they have the right platforms in place to improve business processes, as well as the right people to provide a first class service. Implementing these platforms, coupled with the economic growth impacting spending from corporate customers, will position professional services organizations for a profitable 2015.

Learn how one top business and IT outsourcing firm, Slalom, leveraged Changepoint solutions to manage growth by streamlining and automating their entire engagement lifecycle here.

Also, feel free to share your thoughts on how the growing IT services and outsourcing market is evolving by commenting below or engaging with us on our Twitter handle @Daptiv.


Tips for Time Tracking–the Foundation of Effective Project Resource Management

By Alan Crean, SME in Lead 2 Cash in Professional Services, SME in PPM & Resource Mgt within IT Shared Services Organizations

Many project managers find that, among their many other responsibilities, ensuring their team’s time sheets are properly filled out can be one of the most difficult to manage. However hard, ensuring these timesheets are regularly and accurately submitted is the crucial first step in effective resource management during a project. Even with a Project Portfolio Management (PPM) tool in place some employees get bogged down and either inaccurately or only partially input time. To combat this common issue here’s a short list of tips to encourage employees to fill out their time promptly and accurately which allows managers to better understand where their work-force and budget are allocated.

  1. Keep It Simple: Employees should not have to spend more than five minutes per day to complete time sheets.
  2. Make Submissions Easy: Entering time gets increasingly complicated and tedious when time tracking processes have multiple entry points or lack a mobile time entry capability.
  3. Gain Trust: Managers should be transparent when explaining how time sheet data is used (or not used).
  4. Don’t Penalize People for Being Honest: Rather than penalizing employees for spending time on non-project activities, use time sheets as an opportunity to understand how business processes are operating.
  5. Avoid the Penalty System: If threats are made they must eventually become a reality and team members will either stop trusting their managers or doubt their intent to follow through.
  6. Be Flexible about How the Time is Tracked: Employees will watch the clock and get creative with 15 minute excuses here and there if time tracking processes are excessively strict, therefore time sheets should not be precise to the minute when tracking non-billable or non-customer project activity.
  7. Show Value & Make It A Medium: Make metrics such as percent complete, time to complete, actions, and outcomes visible to team members to add value to their efforts on entering accurate time sheets.
  8. Limit the Number of Time Tracking Items: Auto feed time sheets with the specific projects team members are working on, remove completed projects, and bucket general items to decrease confusion and time.
  9. Automate Time Tracking Approval: Workflows save time and create speed – having time sheets approved is like getting a LIKE on Facebook.
  10. Use Automated Reminders: Alerting team members without the need for multiple email reminders increases the ability to collect time sheets on promptly.
  11. Pick Your Battles: If time sheets are used as data in an appraisal process, make it discrete. Hide or minimize raw data numbers from the conversation. This step stops any office rumors that eventually impact how teams input their time updates.

We would like to hear more about how your organization uses time sheets to manage work flow and accurately allocate time and assets to projects. Feel free to post your own time sheet tips in the comments section below, or reach out to us on Twitter at @Daptiv.

Changepoint and MundoPM Give Accolades to Project Management Professionals at PMI’s Brazilian National Congress

Today, we are honored to announce our position as lead Platinum sponsor for the Project Management Institute’s (PMI) Brazilian National Congress on Project Management a forum for professionals from around the nation to discuss current issues, and honor those who have gone above and beyond within the industry. “Innovation in Sustainability” shaped this 9th Annual Brazilian Congress, focusing on keynotes and sessions discussing the need to deliver value to the next generation of project managers, the latest techniques, tools, and practices for streamlining the management of projects, as well as innovative ways to bridge the industry’s widening talent gap.

At the event, which runs through today, in partnership with MundoPM we honored 14 individuals for their involvement in initiatives taken in various sectors of the project management industry. These professionals were recognized for either an academic project, corporate innovation or achieving PMO of the year.

Academic Project

These finalists were actively involved in the management of projects which gained the attention of the academic community and their peers. We congratulate all of you on being selected as a finalist for this prestigious category:


  • Cristiano Rodrigues Barcellos
  • Ronielton Rezende Oliveira

Winning PM Student: Carlos Magno

Corporate and Innovation Project

Each year thousands of professionals like those honored below participate in the management of projects for their employers. Today, their hard work and dedication is being honored by upper management and their peers. Congratulations to those selected as a finalist for the Corporate Innovation award:


  • Geraldo Zoghbi
  • Paulo Bicalho
  • Maury de Souza Junior
  • Esdras Eliwan Martins Leite
  • Antônio Raad

Winning PM Professionals: Joseane Zoghbi, Rodrigo Caixeta and Fabiano Duarte

PMO of the Year

In Brazil alone thousands of PMO organizations like those acknowledged below take initiative and drive projects on behalf of their employers without the expectation of being honored at this caliber by their managers and colleagues. Congratulations to you and your teams for being selected as finalists for the PMO of the Year:


  • Efigênia Amoroso
  • Washington Souza

Winning PM Professional: Bruno Peres de Aguiar

To those honored award recipients, we recognize your actions this year have gone well beyond that of many Project Managers in Brazil and see your efforts as something of which to be proud. It is your contribution to the project management industry in Brazil that makes this profession one of the fastest growth areas in the country. We are excited to sponsor the PMI’s Brazilian National Congress for the first time at a marquee level this year, and look forward to continuing to serve our clients in Latin America with a breadth of services and industry knowledge in the years to come.


Gartner Report Underscores the Value in Strengthening Service Line and Portfolio Management Processes

A report, ‘The Gartner Scenario for IT Services Providers: The Future of IT Services’, published earlier this month, really struck a note with us at Changepoint. According to its authors, IT services leaders are slowly losing market share, largely due to their inability to respond to market forces quickly enough. This report highlights the shifting landscape for IT service providers including how buying patterns are changing as IT procurement spreads out across the enterprise, new technologies and delivery mechanisms are shifting, and user expectations are evolving as the empowered consumer starts to make waves in the workplace. Professional service providers need to keep pace with these changes or they will slowly become irrelevant.

For professional service providers, it is no longer enough to solely conduct annual reviews to decide which direction the company should move, what geographies to target, or what products and services to sell. These factors are ever changing and to stay ahead of the curve companies must be able to make improvements and streamline operations on a continual basis to allow them to offer cheaper, faster, and higher quality solutions to customers. In his accompanying webinar, Eric Rocco, Managing VP for Gartner explained it this way: “To capture future growth and be positioned on the right side of the fast-shifting IT services marketplace, IT service providers of every type need to bridge their legacy offerings and new delivery paradigms.” Professional service organizations must become increasingly agile and have the right data in place to support business decisions if they plan to respond to opportunities in real-time.

Rocco highlights that to do so providers must strengthen their service line and portfolio management processes in order to be successful. Professional Services Automation (PSA) and Product Portfolio Management (PPM) are two critical tools enabling them to do just that–respond to changing markets quickly and with greater accuracy. By providing easy access to actionable data about where demand is being generated and what requests customers are making, organizations using these solutions can make timely changes in their delivery of IT and business process services.

It is not only that; PSA and PPM also allow organizations to keep track of all the moving parts within their services businesses. As providers start to introduce new services and territories, it is easy to over-extend – having this control and visibility thus becomes invaluable. By understanding the cost of delivery, while managing resources and human capital in a more effective way, providers can build business models that deliver a streamlined service for the customer in a more cost-effective way; everyone’s a winner!

We would like to hear more about how your organization is using PSA and PPM solutions to stay ahead of the curve in your industry. Feel free to post your thoughts in the comments section below, or reach out to us on Twitter at @Daptiv.