Portfolio. Project. Management. Project. Management. Warehouse. Planning /.
Analytics. Planning /. Analytics. Strategy. Report. SAP Strategy Management.
BPC.
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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