Category: Finance

C-Deep for Transaction Monitoring & Sentinel for HPE NonStop Monitoring

The Insider RTLX product at ETI-NET is now called C-Deep for Transaction Monitoring;

C-Deep (Transaction Monitoring)

The Insider Reflex product at ETI-NET is now called Sentinel for NonStop Monitoring;

Sentinel (Nonstop Monitoring)

C-Deep for Transaction Monitoring & Sentinel for HPE NonStop Monitoring

Free Upgrade Project Management Templates Download by focus area

Mark Whitfield provides a comprehensive suite of over 200 editable project management templates designed for both Agile and Waterfall delivery. These tools are built based on 21+ years of IT project delivery experience and are formatted for Microsoft Office (Excel, Word, PowerPoint) and Microsoft Project (MPP).

 

Core Planning & Tracking Templates

  • Detailed Project Plans: Comprehensive MPP and Excel files covering the full Software Development Life-cycle (SDLC), including Waterfall and Agile Scrum sprints.
  • Plan on a Page (POaP): High-level visual summaries in PowerPoint or Excel for client reporting and executive snapshots.
  • RAID Log: A central tracker for Risks, Actions, Issues, and Dependencies, often including tabs for Decisions, Opportunities, and Lessons Learned.
  • RACI Matrix: A tracker to define roles and responsibilities (Responsible, Accountable, Consulted, Informed). 

Financial & Resource Management

  • Project Finance Tracker: Tools for managing project budgets, including forecasts vs. actuals, margin analysis, and variation tracking.
  • Resource Planning: Grid templates for costing project resources per phase and tracking team allocations.
  • Benefits Realisation: A spreadsheet to compare initial project goals against actual business outcomes and costs. 

Reporting & Communication

  • Status Reports: Weekly and monthly templates in Word and PowerPoint that include milestone dashboards, project health indicators, and “next steps”.
  • Organisation Charts: Templates for visualising the project hierarchy and stakeholder contacts.
  • Agile Dashboards: Excel-based Burn Down and Burn Up charts for teams that do not have access to tools like Jira. 

Methodology Support

  • PRINCE2 7th Edition: Specific MPP and Excel templates aligned with the latest PRINCE2 standards.
  • Agile Frameworks: Templates for Sprint Planning, Daily Stand-ups, and Sprint Retrospectives. 

These templates are available for purchase on Mark Whitfield’s official site and typically include free lifetime upgrades. 

Free Upgrade Project Management Templates Download by focus area

Mark Whitfield HP NonStop Tandem experience & Project Management Templates

Mark Whitfield is an experienced IT Project Manager and software developer who has spent over 22 years specialising in HP NonStop (formerly Tandem) systems. He is currently an Engagement Project Manager at Capgemini. 

Career & Expertise

Whitfield’s career in HP NonStop began in 1990 and includes significant technical and leadership roles across the financial and technology sectors: 

  • Software Development: Early in his career, he worked as a programmer for The Software Partnership (later Deluxe Data/FIS), focusing on electronic banking software like sp/ARCHITECT on Tandem mainframes.
  • Insider Technologies (1995–2013): He spent 18 years at Insider Technologies as a Senior Development Engineer and Project Manager. His work involved:
    • Developing monitoring and diagnostic software such as Reflex 80:20, Reflex ONE24, and RTLX (Real-Time Log Extraction) for payment systems.
    • Managing the first HP OpenView Operations Smart Plug-In certification for the NonStop platform.
    • Designing XPERT24, a performance tracking product for ACI’s XPNET layer.
  • Capgemini (2016–Present): As an Engagement Project Manager, he has led digital projects for major clients in the automotive, government, and aerospace sectors, including a cloud migration for UK Government applications. 

Technical Contributions

  • Publications: He has authored articles for globally published journals like The Connection (2013), discussing topics such as querying terabytes of legacy transaction log data from NonStop mainframes.
  • Project History: He has managed high-value projects, including a £5 million initiative to migrate legacy HP NonStop software to AIX-based technologies for a large UK retail bank.
  • Training: He is trained in various NonStop-specific technologies, including TAL (Transaction Application Language), COBOL85, PATHWAY, and NonStop SQL. 

Whitfield also maintains a professional website, mark-whitfield.com, where he provides project management templates and resources related to HP NonStop and Tandem systems. 

Mark Whitfield provides a comprehensive bundle of over 200 editable project management templates designed for Agile, Waterfall, and PRINCE2 methodologies. These templates are based on over 30 years of project delivery experience and are available for purchase via his official website or Etsy shop. 

Key Template Categories

The bundle includes a wide variety of tools across different formats (Excel, PowerPoint, Word, and MS Project): 

  • Planning & Scheduling:
    • Plan on a Page (POaP): Over 30 PowerPoint slide examples for executive-level summaries.
    • Detailed Project Plans: MS Project (MPP) and Excel templates for SDLC, PRINCE2 7th Edition, and Agile Scrum projects.
    • Gantt Charts: Built-in tracking views for both MS Project and Excel.
  • Tracking & Control:
    • RAID Logs: Comprehensive logs for tracking Risks, Actions, Issues, and Dependencies, plus additional tabs for Change Requests and Lessons Learned.
    • RACI Matrix: Templates to define project roles and responsibilities (Responsible, Accountable, Consulted, Informed).
    • Finance Trackers: Tools for internal and external forecast vs. actual costs, including margin and variance tracking.
  • Agile Specific Tools:
    • Burn Down & Burn Up Charts: Excel-based alternatives when tools like Jira are unavailable.
    • Agile Story Dependency Tracking: Specifically for managing dependencies between agile stories and external suppliers.
  • Reporting & Governance:
    • Status Reports: Weekly and monthly templates in Word and PowerPoint formats.
    • Stakeholder Analysis: Power/interest mapping and engagement plan templates.
    • Benefits Realisation: Plans to track project outcomes against initial business goals. 

Purchase Benefits

  • Lifetime Upgrades: Once purchased, all future additions and updates to the template package are provided for free.
  • Compatibility: Templates are designed for Microsoft Office 365 but also include Excel versions compatible with earlier software.
  • Support: The package typically includes walkthrough Word documents to guide users on how to use each major template.

Mark Whitfield HP NonStop Tandem experience & Project Management Templates

Cost Estimating vs Cost Planning

Cost Estimating vs Cost Planning

In professional project management and construction, cost estimating and cost planning are complementary processes that occur at different stages to ensure a project remains financially viable. 

1. Cost Estimating: “What will it cost?”

Cost estimating is a technical assessment used to predict the expenditures for a project. 

  • Early Stages: Estimates might be “rough orders of magnitude” based on square footage or historical data (e.g., cost per hotel room).
  • Later Stages: Estimates become precise “tender figures” used by contractors to bid on work, factoring in current market rates for labour and materials.
  • Function: It answers the question: “Is this specific plan affordable?”. 

2. Cost Planning: “How do we stay on budget?”

Cost planning is a strategic framework that manages a project’s financial health from start to finish. 

  • Iterative Process: It is a “living document” that is updated as the project moves from concept to detailed design.
  • Allocation: It breaks down the total budget into “elemental” targets (e.g., spending £X on the foundation and £Y on finishes).
  • Control: If an estimate for one part of the project exceeds its target, the cost plan guides the team to adjust the design or find savings elsewhere to keep the overall project on track. 

Standard Professional Guidance

The Royal Institution of Chartered Surveyors (RICS) provides the New Rules of Measurement (NRM 1), which standardises how these processes work together: 

  1. Order of Cost Estimate: Establishing the initial viability of a project.
  2. Elemental Cost Plan: Breaking the estimate down into functional parts.
  3. Cost Checking: Continually comparing design changes against the cost plan to prevent overspending.
Cost Estimating vs Cost Planning

Budgeting vs Forecasting, Financial Concepts overview

Budgeting vs Forecasting, Financial Concepts overview

Project Management and Cost Control

Project Management and Cost Control

Microsoft Excel Development Timeline History

Microsoft Excel has evolved from a niche Apple Macintosh tool into the world’s most dominant spreadsheet software. Its history is marked by strategic shifts, such as jumping from the MS-DOS era to graphical interfaces to outmanoeuvre then-leader Lotus 1-2-3. 

Timeline of Major Excel Milestones

Agile Templates available at download link at website banner
  • 1982: Multiplan (The Predecessor) – Microsoft’s first spreadsheet program. While popular on CP/M systems, it struggled against Lotus 1-2-3 on MS-DOS.
  • 1985: Excel 1.0 (Macintosh Exclusive) – Realising they couldn’t beat Lotus on DOS, Microsoft built a graphical spreadsheet for the new Mac. It introduced the ability to adjust cell heights, widths, and fonts.
  • 1987: Excel 2.0 (First Windows Version) – Launched alongside the first Windows environments, it introduced color support (like red for negative numbers) and was significantly faster than competitors.
  • 1990: Excel 3.0 – Added 3D charts, toolbars, and drawing tools, helping Excel finally overtake Lotus 1-2-3 as the market leader.
  • 1993: Excel 5.0 – A major turning point that introduced Visual Basic for Applications (VBA), allowing users to automate tasks with macros.
  • 1997: Excel 8.0 (Office 97) – Introduced the Paperclip Assistant (“Clippy”) and the first version of the modern VBA environment.
  • 2007: Excel 12.0 (The Ribbon Era) – Replaced menus with the Ribbon interface and dramatically increased grid capacity to 1,048,576 rows by 16,384 columns.
  • 2010: Excel 14.0 – Introduced Slicers for PivotTables and Sparklines (mini charts inside cells).
  • 2013-2016: Data Intelligence – Added Power Query, Power Pivot, and new chart types like Waterfall, Pareto, and Treemap to support advanced data modeling.
  • 2019-Present: AI & Cloud Integration – Modern versions focus on seamless collaboration, dynamic arrays (like XLOOKUP), and AI-powered insights that can extract data directly from images. 

Technological Evolution Highlights

MS Excel templates available on bundle download at website banner
  • Architecture: Shifted from 16-bit to 32-bit with Excel 95, greatly improving stability.
  • Collaborative Features: Modern Version History and “Show Changes” now allow teams to track every edit in real-time.
  • Visualisation: Excel now supports complex timelines via SmartArt or custom Scatter charts with error bars for professional project tracking.

Microsoft Excel Development Timeline History

Microsoft Excel templates available at banner above, FREE upgrades

Project Management Templates Bundle FREE Upgrades

Mark Whitfield’s project management templates offer a range of timeline and planning views designed for Agile, Waterfall, and PRINCE2 delivery. These templates typically include a high-level Plan on a Page (POaP) and detailed Microsoft Project (MPP) or Excel schedules. 

Example Plan on a Page POaP

Timeline & Planning Views

  • Plan on a Page (POaP): A high-level summary view (often in PowerPoint or Excel) used to communicate key phases and milestones to stakeholders without the clutter of a full Gantt chart.
  • Detailed Gantt Charts: Provided in both Microsoft Project (MPP) and Excel, these timelines include task dependencies, resource allocations, and critical path tracking.
  • Agile Sprint Timelines: Specialized views for tracking 2–4 week sprints, daily stand-ups, and sprint retrospectives within a broader project framework.
  • SDLC Progression: The templates are often structured around a typical Software Development Life-cycle (SDLC), moving from Inception to Transition and Early Live Support (ELS). 

Key Timeline Components

The templates are pre-configured with several essential timeline elements: 

  1. Project Start & End Dates: Easily adjustable fields that automatically update durations and downstream tasks.
  2. Milestones & Gateways: Visual markers for critical sign-off points and delivery stages.
  3. Task Dependencies: Pre-built links that show how delays in one area (e.g., hardware delivery) impact the overall project finish date.
  4. Resource View: Timelines integrated with resource calendars to account for holidays and leave. 

You can find the full package of over 200 editable templates, which include these timeline views and RAID logs, on Mark Whitfield’s official website or via his Etsy store. 

Buy Premium Programme & Project Management Delivery Templates – plus all Upgrades and Additions are FREE

Project Management Templates Bundle FREE Upgrades