By Fred Fanning
Washington, DC area
Several years ago, the author was a portfolio executive for administrative programs. One of those programs was automated Travel Management Services. When he took the position, there was a task to implement an automated travel management system that was over a year behind schedule. The organization purchased the travel management system, and the company was trying to implement it against the wishes of the organization. The parent organization required all subordinate organizations to move to automated travel management. However, there were many in his organization that didn’t want this to occur. The resistance was two-fold. Many liked the old travel management systems they were using and didn’t want to change. Secondly, the financial staff did not want the travel management systems to connect to the financial management system because they were afraid this would lead to unauthorized access to financial information. The failure to implement this system had already cost two people their jobs.
The fully automated system was to have all transactions done over the web using any personal computer with appropriate passwords and authentications for security. The travel management system was also to connect with the organization’s financial management system so that travel reservation would be paid immediately and when an employee returned from travel they could file an electronically voucher and have the money deposited in their bank account.
When the author took over the portfolio, he hired a program manager and travel manager to oversee the work of organization’s project manager and the travel company’s project manager. To offset some of the resistance to the program the team proposed a pilot to their senior official, and he approved. The pilot was run for several months and appeared to work well. The team briefed the senior staff members, and they agreed the team should move forward with the project. After that, the author found out that there was an issue. The program manager and travel manager ran the pilot without connecting the travel system and the financial management system. The author does not find this out for nearly a year. The entire pilot was a fake.
The author was shocked to find the program and travel managers had not executed the pilot just as the final project would require. The program and travel managers said the reason for their failure was that the financial manager would not let them connect to the financial management system. The author later found out this was not the first time that this had happened. After several meetings with the financial manager, they agreed to a lengthy process of developing the interface that would allow the travel management system and the financial management system to communicate with each other. No other work on the project could proceed without this step.
To develop this, interface the team used the project management waterfall process. This plan included developing a requirements document for the interface. That document took nearly a year to develop. Of course, the team ran into more difficulty from the financial staff who had made changes to their financial management system while the team wrote the requirements document. Those changes made the requirements document incomplete. When the author left that job a year and a half later, the team was still not able to implement an interface between the two systems. Furthermore, nearly five years after there was no interface.
The author had to answer for the failed project, and it negatively affected his career. He was not the first person this had happened to, and he probably wouldn’t be the last. Since that time, he has continued to manage programs and projects although never an automated system. He can honestly say that the travel management system project was the only one that he did not complete.
Alternative Project Methods
The members of my team were trained in what the author would call the “classical method” of project management as outlined in the Project Management Institute’s Body of Knowledge. The method had always led to successful projects. Even after this failure, the author went back to using the classical method. As you can imagine he second guessed himself on the travel management project for years after. At the same time, he continued to read about project management and kept his training up to renew the PMP certification. Along the way, he learned about Agile Project Management from the Project Management Institutes website. As he read and learned more about it, he realized that the SCRUM method would have been the right method to have used on the interface between the travel and financial management systems. The author says this because the SCRUM methodology could have allowed the team to perform several sprints that completed specific tasks from the product backlog. He thinks this would have enabled the team to encourage the financial management staff to take another step. Once the team took enough steps, the interface would have been complete.
About the Author
Washington, DC area, USA
Fred Fanning worked for over 32 years as a Program and Project Manager for the U.S. Government. He has peer reviewed books published by the American Society of Safety engineers. Fred has also written several other paperbacks and ebooks. His book Project Management for Safety Professionals was published by Kindle Direct Publishing in December 2016. He also has over fifty articles published in various journals and periodicals. His articles on project management have appeard in the PMWorld Journal; Organization, Technology and Management in Construction · an International Journal; and the PMI GovCOP Magazine.
He currently holds the Project Management Professional certification. Fred served as the Communications Lead for the Government Community of Practice of the Project Management Institute from May 2013 through December 2014. Fred has also spoken at national conferences on project management. Fred earned master’s degrees from National-Louis University and Webster University.
You can contact him at email@example.com or visit his website at https://fredefanningauthor.com/home/