DoNs Continuous Process Improvement Management System CPIMS

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DoNs Continuous Process Improvement Management
System (CPIMS)
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CPIMS Features

• Share project data and documents
• Real-time view of project status, schedule,
  metrics, issues, etc.
• Accelerate knowledge sharing and replication of
  best practices
• Capture and roll up financial benefits metrics
• Facilitate project idea tracking and managing
  queue
• Tracking basic data on belts
• Central repository for LSS projects

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Whos Using CPIMS?
Private Sector
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CPIMS Functional Overview
Project
Portfolio
Resource
Document
Management
Management
Program
Management
Management
Management
Project Plans
Rollup Benefit
Version Control
Roles Allocation
Schedules
Reporting
Benefit Allocation
Certifications
Tools Templates
Full Text Search
Across Units
Graphical Status
LSS Tools and
Project
Reminders
Display
Templates
Issues /
Dynamic Portfolios
Discussion
Saved Custom
Financial Metrics
Reports
Configurable Look, Feel, and Permissioning Per
Unit, Group, or User
Email Alerts, Full Activity History, Metric
Versions
Search Projects, Users, Documents, Tasks, and
Templates
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Role Names and Permissions by Projects
Only team members of a project can edit the
information in the project.
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System-Wide Role Names and Permissions
Knowledge Sharing Ability to view ALL projects
in the system.
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Icons and Terminology
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Home Desktop
After logging into the system your HOME Page
(Desktop) is displayed.
Choose which projects you want to show Active,
Proposed, Completed, or All.
Can change order Sort by Role, Name of Event /
Project, Status, etc.
Printable Summary
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Home Desktop
Important Links contains all training materials,
general information, etc. (NOTE Only a System
Administrator can update Important Links)
Shows what is in your Inbox.
You can show projects only or everything
including issues.
Location will show where you are in the worktree.
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Home Desktop
There are three menu areas Home (desktop), In
Box, and Browse.

• Options for Browse are displayed when clicked.
  Move your mouse to the option of choice and click.

Search capability by person or project / idea.
Click on Last Visited to quickly navigate to
items that you have recently visited
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Search

• Click on (1) Find a person or Find a Project or
  Idea or (2) Click on Search.

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• If you click on (1) Find a person or Find a
  Project or Idea, the Advanced Search will appear
  after you hit ltGogt

• If you click on (2) Search, then Advanced
  Searchgtgt and the hyperlink will appear in the
  lower right corner.

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Search for People

• Click on this icon and the list of projects /
  events associated with that person will be
  provided.

• Click on More. for additional contact
  information on the person.

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Associated Projects
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Advanced Search

• Choose what you want to search.

• Depending on your choice above will determine
  what additional filters you can choose below.

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Project Summary
Accessibility to additional Information at all
hyperlinks.
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Project Summary (continued)
Project Charter information in the summary.
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Icons
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• Summary Gets you back to the Summary. Note
  If you are in another section, it will get you
  back to the summary of that section before it
  gets you back to the Project Summary.
• Documents
• Discussions
• Issues
• Tasks New in Version 5.2
• Metrics
• PowerPoint
• References to / by References one project to
  another
• Similar Projects
• History
• Alerts You can now change alerts for each
  project.
• Edits Edit Details of Project Summary / Copy /
  Move project in work tree

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Project Status Colors
Status easy to see.
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DMAICV Template
Tools and Deliverables Within the DMAICV Work
Template
Templates assist new Belts. All LSS tools and
templates available in system.
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Document Management
Post Documents to Support Key Deliverables
Version Control of Documents. Only latest
version is shown, but previous versions are saved.
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Requesting a Gate Review

• Once all mandatory deliverables are marked
  complete in the phase, a ltRequest Approvalgt will
  appear at the top right of the project summary.
  A comment box will appear. Click ltRequest
  Approvalgt again.

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Tracking / Issues /Action Items
Can assign action items to other team members and
track issues.
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Alerts and Questions
Alerts / Questions show up in Outlook AND CPIMS.
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Metrics
Complete Version History (Who Changed What, When)
Multiple Views to Capture Estimated and Actual
Lock Numbers Serves as Digital Signature that
an Authorized User (Finance Rep) Has Verified
the Numbers
Totals and Sub-Totals Automatically Calculated
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Training Materials
Click on Important Links, Training Materials Area
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Training Materials
Training Materials are organized by menu area and
function
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Questions?Karla Blaise904-542-7200
x8283karla.blaise_at_med.navy.mil