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A Detailed Review of the PPM Solutions Roadmap Keith Wallis - TAMS Head Solutions Strategy & Development

Agenda About Us TAMS Integrated Solution Map The Importance of the Costing Model PPM – Defining the Portfolio Estimating, Planning, and Forecasting Scheduling Integration Mobility Questions

About TAMS • TAMS is about: • Providing solutions that transform your business • Specialisation in our chosen fields of expertise – Strategic advice – Performance Management – PPM, EAM, Finance, Billing, Procurement, Change Management, Training,

Senior Personnel • Keith Wallis 14 years • Rob Jacobs 14 years • Kieron Dowling 16 years • Mark Lloyd – 14 years • Simon Nott – 12 years • Tom Martin (strategic) - 15 years • Lyndy Wallis – 15 years • Stewart Winter – 14 years

QUALITY, EXPERIENCE, DELIVERY

Eliminating the Transactions - Our Vision Company 2

Company 1

• • • • •

Timesheet captured Sent automatically to project manager Project manager approves Creates time and progress entries in company 1 Creates liability and payment entries company 2

Key Points • Understand the “BIG” Picture (Vision) • Understand the concepts not the technical details of the presentation • Alignment and monitoring of the strategic objectives with the actual delivery will deliver significant benefits • The TAMS integrated solutions roadmap when presented in conjunction of functional demonstrations has received 100% positive response

Agenda About Us TAMS Integrated Solution Map The Importance of the Costing Model PPM – Defining the Portfolio Estimating, Planning, and Forecasting Scheduling Integration Mobility Questions

Project & Portfolio Management (PPM) What’s the Big Deal? • • •

17% of projects succeed 31% of projects fail 52% of projects are challenged Due to cost and/or schedule performance

• $78 billion dollars total project waste (against $250 billion in project spending)

There Can tax will Ibe no thistax on waste project under my waste (Standish Chaos Report 2007) watch

“The major cause of project failure is not the specifics of what went wrong, but rather the lack of procedures, methodology and standards for managing the project.”

TAMS Integrated Solutions Map © BI Program (Reporting Suite) – Crystal, Xcelsius, Bex,

Estimating Software: RIB Hard Dollar Databuild Other

BPC

GRC

PCM

SA

Business Warehouse SAP PPM – RPM & cProjects SAP ECC6 IM SAP ECC6 PS, MRS SAP Sourcing (Contract Lifecycle Management)

SAP ECC6 EAM

SAP ECC6

SD,MM,AA PP, FI, CO, QM

SAP Enterprise Project Connection Primavera MS Project

Mobility & ECM & Visual Business

SAP Strategy Management

Report Strategy Planning / Analytics Warehouse Portfolio Project Management

Project Portfolio Management Strategic Planning Review and Update

Program / Project Planning

Project Portfolio Management

Project Management

A N N U A L

Monthly

SSM

New Projects

BPC PCM

Pre-Assessment / Risk Analysis

Unapproved

Quarterly

Strategic Objectives

Unapproved Out of Capacity

Cancelled

Screened

Portfolio Screening Project Scoring

In-Progress Projects On-Hold Projects

Portfolio Ranking Portfolio Simulation Portfolio Monitor

Post Audit / Close

PPM IM

Approved and not Resourced Approved

In-Progress Projects On-Hold Projects

PS cProjects CLM EPC ECM EAM

Complete

Agenda About Us TAMS Integrated Solution Map The Importance of the Costing Model PPM – Defining the Portfolio Estimating, Planning, and Forecasting Scheduling Integration Mobility Questions

Organisational Structure Client Company Code

TAMS South Africa

TAMS

TAMS Hawaii

Controlling Area

Profit Centres

Brisbane

Perth 1:Many

Cost Centres

Detailed Activities

Management

Internal Orders

Management

PM / CS Orders

WBS / Network Activities

Project Dev Coal

Sales Orders

COST OBJECTS

Accountability Built into SAP Controlling

Project Portfolio Management

Plant Maintenance / Operations

Overhead Management and Profitability

Project Performance

Equipment and Operational Performance

Functional Location

Equipment 1

PM / CS Orders

Personnel are responsible for costs and revenues assigned to above objects within organisation

Equipment 2

PM / CS Orders

Accountability • Accountability is mandatory and must be built into the system – – – –

Challenge individuals and groups Measure activities against detailed plans and critique performance Ensure responsibility is only for costs in one’s control Empower continuous improvement

• Too often personnel perceive accountability in the negative – Individuals are often brought to account for poor performance outside of their control – Ensure a rewards mechanism is built into the system – Positive results and visible recognition drives improvement 13

The Basic SAP Design Lesson • The GL account / cost element describes the type of expense – Not one GL for all projects – Not two sets of accounts – one for operating and one for capital – Not 5 cost elements for consultants because they have different rates and you wish to forecast them

• The cost object describes the activity being undertaken

• Taxi fares • Accommodation • Entertainment – Incurred on a project

= Equals one activity • Disbursements

Agenda About Us TAMS Integrated Solution Map The Importance of the Costing Model PPM – Defining the Portfolio Estimating, Planning, and Forecasting Scheduling Integration Mobility Questions

TAMS Integrated Solutions Map ©

Estimating Software: RIB Hard Dollar Databuild Other

BI Program (Reporting Suite) – Crystal, Xcelsius, Bex,

Report

SAP Strategy Management

Strategy

BPC Business Warehouse SAP PPM – RPM & cProjects

Planning / Analytics Warehouse Portfolio

SAP ECC6 IM SAP ECC6 PS, MRS

Project Management

IM v PPM (RPM) - Comparison Requirement

PPM (RPM) Standard

IM Standard

Portfolio Structure

YES

YES

Project Requests

YES

YES

Detailed Stage Gate Control

YES

NO

Scoring

YES

NO

What if Analysis - Simulation

YES

NO

Multiple plan versions one screen

YES

NO

Budget distribution

NO

YES

Key Components of the Integrated Solution Requirement

Standard SAP

Enhanced Solution

IM Integration

NO

YES

Supports Estimating Integration

NO

YES

Supports Scheduling Integration

YES

YES

Supports Integrated Contract Management

YES

YES

Supports Excel Integration With Drilldown

NO

YES

Supports integrated Resource Management

NO

YES

Other Products • The core integration that provides the fundamentals of the business process is missing when other products are used • This needs to be BUILT • The vendor will tell you they have the connectors

– The initial implementation cost may appear cheaper – The long term integration costs of third party products will far outweigh the original cost if SAP had been selected • • • •

Can the program of work be delivered Integration with SAP PS / cProjects Integration with resource management Integration with Business Objects reporting

– This principle does not apply to all aspects of the Roadmap • Example – SAP Sourcing v Other Third Party Solutions

Agenda About Us TAMS Integrated Solution Map The Importance of the Costing Model PPM – Defining the Portfolio Estimating, Planning, and Forecasting Scheduling Integration Mobility Questions

TAMS Integrated Solutions Map ©

Estimating Software: RIB Hard Dollar Databuild Other

BI Program (Reporting Suite) – Crystal, Xcelsius, Bex,

Report

SAP Strategy Management

Strategy

BPC Business Warehouse SAP PPM – RPM & cProjects

Planning / Analytics Warehouse Portfolio

SAP ECC6 IM SAP ECC6 PS, MRS

Project Management

Estimating Integration 5D Hard Dollar RIB Standard Databuild Timberline ATAD Other

Improve costing, Identify Contract Opportunities, Simulation, Analyse, Assess Planned Costs, Resources Schedule, Capacity Planned Costs, Resources, Schedule, Capacity, Procurement Plan, Contracts, Forecasts

At the project management level integration has been developed

Estimate Prices Vendors Procurement plan ????

What is the Process After Integration • Execution of procurement plan • Forecasting – Where is this undertaken? – Are the actuals transferred back to the estimating solution? – How does this incorporate the under / over recovery of overheads strategy – Refer the enhancements SAP is doing round planning

Agenda About Us TAMS Integrated Solution Map The Importance of the Costing Model PPM – Defining the Portfolio Estimating, Planning, and Forecasting Scheduling Integration Mobility Questions

TAMS Integrated Solutions Map © Report Strategy BI Program (Reporting Suite) – Crystal, Xcelsius, Bex, SAP PPM – RPM & cProjects

SAP ECC6 PS

SAP ECC6 EAM SAP Enterprise Project Connection Primavera MS Project

Planning / Analytics Warehouse Portfolio Project Management

Scheduling Tool Integration Portfolio Management Define Strategy

Identify Opportunities

Analyse Risk and Rank Opportunities

Create and Approve Budgets

Initiate Project

Procure Materials and Services

Collect Actuals

Monitor Portfolio

Project Management Structure Project

Plan Resources, Cost Assign Budget

Monitor Project

SAP Enterprise Project Connection Scheduling tool Establish Master Schedule Structure

Detailed Activity List and Resource Planning

Scheduling, Resource Allocation, and Levelling

Status and Progress Updating

Tracking and Monitoring

Scheduling Integration • Business Process Alignment is critical • Technical “out of the box” implementations are recommended initially • Recommended approach by SAP is “onsite” resourcing

Other Options • Some clients have successfully used web services or used other in house built solutions to undertake integration – There are success and war stories

• Open PS and other products on web are utilised for MS Project / Server integration • The cost of implementation should decrease for EPC and the functionality will increase

Agenda About Us TAMS Integrated Solution Map The Importance of the Costing Model PPM – Defining the Portfolio Estimating, Planning, and Forecasting Scheduling Integration Mobility Questions

Mobility

MOBILITY IS NOT IN THE FUTURE, IT IS NOW

Eliminating the Transactions - Mobility

Company 1

• Timesheet captured • Sent automatically to project manager • Project manager approves • Creates time and progress entries in company 1 • Creates liability and payment entries company 2

Company 2

Work List View: Activities Assigned to the User Left pane Shows activity summary with key details starts and finish dates and % complete

Work views Assigned activities can be viewed in a work list or map display (next page)

Activity grouping Simple this week and next week grouping. Users can create “favourite” activities

Planned / actual Grey rows display the planned hours for each activity. White rows show the actuals which can be edited directly

Map View: Activities Assigned to the User

Mapped activities Displays applicable activities on a map

Activity Detail

Resources summary pane Activity summary pane changes to resource summary for the specific activity selected Resource detail View and edit the details of the resource consumed against the activity

Activity detail View additional details about the activity. Update status and % complete

In the Field Vs Back Office Traffic light colour coding gives an instant view of state of affairs Clutter of backend view is removed for focused action Smart phones have prepared users for this system interface

Back at the office – SAP Project Systems

Out in the field

Simplified View for Field Staff Simplified view for task orientated field staff Intuitive “App”-like environment, virtually no training needed Real-time time sheeting is now possible Back at the office – SAP Timesheets Out in the field

Agenda About Us TAMS Integrated Solution Map The Importance of the Costing Model PPM – Defining the Portfolio Estimating, Planning, and Forecasting Scheduling Integration Mobility Questions

Key Points to Take Home •…Define the 5 year vision for your organisation – Each component of the roadmap should be undertaken as a separate project – Only take “bite size” chunks – The accounting / costing framework underpins the entire functional solution – Use experienced consultants with proven business experience – Your executive will understand the concepts !!!!

SAP PS Books by Kieron Dowling SAP® Project System Handbook Mastering the Project Builder in SAP: Using SAP's Project Builder

Visit www.tamsconsulting.com.au to order and find out more Slide 39

My Name My Company [email protected] +61 2 9900 1234

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