What s New with SAP Resource and Portfolio Management? A Detailed View of New Features and Functions. Markus Rosemann SAP AG. Agenda.

Transcription

1 What s New with SAP Resource and? A Detailed View of New Features and Functions Markus Rosemann SAP AG SAP 2009 / 0 In This Session Agenda We ll cover the new features in SAP RPM (SAP Resource and ) 4.5 and cs 4.5 The key topics covered in this presentation include: Importance of innovation as key priority for most organizations Improved resource, portfolio and project management and visibility with SAP RPM and cs Usability improvements and general enhancements Better management and governance of the fuzzy front end of continuous product and service innovation using decision flow management Step through a demo that illustrates efficient staffing processes of the new closed-loop resource management 1. Business Background 2. SAP Applications 2.1. SAP Product Definition 2.2. SAP RPM 2.3 cs 3. Outlook 4. Wrap-up SAP 2009 / 2 SAP 2009 / 3 Product and Service Leadership From Strategy to Execution Importance of Innovation Business Driver How to differentiate against Global competition How to increase productivity and design, manufacture, and service everywhere How to win high demanding customers How to apply compliance to achieve product and service sustainability SAP 2009 / 4 Strategy Innovate with Product Service and Process to Differentiate Efficiency to increase Profitability and reduce Time to Profit Focus on Customer Satisfaction and Perception Execution Continuous Product and Service Innovation Integrated Product Development Product Delivered as a Service Embedded Product Compliance 66% consider innovation as one of their three most important strategic priorities SAP 2009 / 5 and satisfaction with innovation ROI is decreasing

2 Obstacles and Measurements Weak Spots Obstacles vary SAP 2009 / 6 and measurements are insufficient SAP 2009 / 7 Top 5 NPDI Failures High Level Process Poor portfolio management Corporate Strategy Roadmap Insufficient resource management Strategic Inefficient project management Innovation Charter s Ineffective ideation Lack of cross-functional collaboration Operational Ideas Concepts/ Business Case Source: Accenture Survey of 76 senior executives of large corporations in the United States; Innovation and Profitable Growth, 2006 SAP 2009 / 8 SAP 2009 / 9 Execution Agenda Business Scenarios 1. Business Background 2. SAP Applications 2.1. SAP Product Definition 2.2. SAP RPM 2.3 cs 3. Outlook 4. Wrap-up SAP RPM enables the following business scenarios: Innovation End-to-end management of the product innovation lifecycle. Collection of product ideas/product enhancements during product definition. Product concepts to be commercialized are delivered to the portfolio leveraging strategic planning and analytical capabilities. Enterprise IT Complete management and strategic alignment of the IT portfolio, including projects, programs, and baseline IT services for Professional Services Complete visibility across the operational portfolio of projects and services. Support of strategic portfolio demand planning to operational resource assignment and availability checks, along with capacity management reporting. Capital Investment Selecting, balancing, and managing the optimum combination of capital investments in order to deliver consistent long-term value while addressing current contextual demands and constraints SAP 2009 / 10 SAP 2009 / 11

3 Agenda with SAP RPM Create Item High Level Planning Creating s in underlying Systems 1. Business Background 2. SAP Applications 2.1. SAP Product Definition 2.2. SAP RPM 2.3 cs 3. Outlook 4. Wrap-up Reviews Strategic Planning and Managing of s Time Planning Costs Planning Budget Planning Material Planning Resource Planning Score and Prioritize s Aggregation Integration Analysis Collaboration with Partners Simulation Confirmation Company wide Resource Planning... SAP 2009 / 12 SAP RPM SAP 2009 / 13 System Product Evolution SAP RPM SAP RPM Features SAP RPM 4.5 Manage your Manage your Resources Increase Visibility Execution Tracking Decision Support SAP RPM 1.0 Planning: Registration, Resource Planning, Enterprise Approval Process Integration to human resources, financial and project management systems SAP RPM 2.0 Simulation Advanced Capacity Integration to SAP Product Development (Concepts) Enhanced integration to project management systems SAP RPM 4.0 Tighter cs Integration Flexible Hierarchies Scoring: Questionnaires, Scoring Models Financial and Capacity Planning Reviews Foundation for Decision Flow End-to-end portfolio life cycle support with detailed phase decision point integration Product Profitability Analysis Phase and Decision Point Dashboards UI & Usability Improvements Flexible Hierarchies Items Versioning Change Documents Dashboard Dependencies between Items Strategic Financial Resource Distribution Strategic Resource Demand Planning demand generation Staffing via Fast-entry screen Extended resource search and Staffing Dashboards Analytics Product Profitability Analysis Financial Reporting Cockpit Date and role synchronization Phase and Gate process Phase and Decision Point Dashboard Checklist Item Fact Sheet for Item and Initiative Reviews What-If Scenarios Questionnaires Scoring Models SAP 2009 / 14 SAP 2009 / 15 Manage Your Manage Your (cont.) Aligned with strategy? What are planned and proposed projects? What is the resource demand and what is my capacity? Hierarchy Aligned with strategy? What are planned and proposed projects? What is the resource demand and what is my capacity? Item Dashboard Prioritization based on comprehensive assessment of portfolio value, balance and strategic alignment View the status of all initiatives, projects, proposals, operational services, and other portfolio objects Identify long-range resource demand, enabling you to estimate prospective headcount SAP 2009 / 16 Initiative Dashboard Prioritization based on comprehensive assessment of portfolio value, balance and strategic alignment View the status of all initiatives, projects, proposals, operational services, and other portfolio objects Identify long-range resource demand, enabling you to estimate prospective headcount SAP 2009 / 17

4 Manage Your Resources Manage Your Resources (cont.) What s the actual and future planned utilization of your resources? Efficient staffing of candidates/resource on projects Staffing* - Fast entry screen What s the actual and future planned utilization of your resources? Efficient staffing of candidates/resource on projects Hard vs. Soft Booking Forecast resource bottlenecks, highlight needed resource types, and compare available resources against those required Leverage reliable resource data including employee availability and qualifications by integrating employee data directly from your HR software Forecast resource bottlenecks, highlight needed resource types, and compare available resources against those required Leverage reliable resource data including employee availability and qualifications by integrating employee data directly from your HR software SAP 2009 / 18 *incl. summary line for overall capacity and for single resource SAP 2009 / 19 Increase Visibility Increase Visibility (cont.) Will we meet business performance targets? Aggregate information for Drill down to individual portfolio item (e.g., projects, operational services, concepts) Item Dashboard Will we meet business performance targets? Aggregate information for Drill down to individual portfolio item (e.g., projects, operational services, concepts) Reporting Cockpit Gain complete transparency into portfolios and all projects and operations Centrally view key performance metrics, resource allocation, etc. Add your own specific KPIs Initiative Dashboard Gain complete transparency into portfolios and all projects and operations Centrally view key performance metrics, resource allocation, etc. Add your own specific KPIs SAP 2009 / 20 SAP 2009 / 21 Execution Tracking Execution Tracking (cont.) Are my items on time? How is the progress? Do we meet the planned decision points? Is the item cycle time/duration according to the plans? Phase and Gate process management Are my items on time? How is the progress? Do we meet the planned decision points? Is the item cycle time/duration according to the plans? Decision Point Overview Complete view of the process with all phases and decision points Support of phase reviews and portfolio reviews Workflow-based approval process for decision gates Complete view of the process with all phases and decision points Support of phase reviews and portfolio reviews Workflow-based approval process for decision gates SAP 2009 / 22 SAP 2009 / 23

5 Execution Tracking (cont.) Are my items on time? How is the progress? Do we meet the planned decision points? Is the item cycle time/duration according to the plans? Phase / Decision Point Dashboard Product Life Cycle Process via Initiative I D E A Initiative Invent Define Design Source & Supply Market Launch Gate Gate Gate Gate Phase Phase Phase Phase Phase P R O D U C T Complete view of the process with all phases and decision points Support of phase reviews and portfolio reviews Workflow-based approval process for decision gates Idea/Requirement Idea s : Build Prototype Requirements : Design & Build Material Phase: Design Phase: Build SAP 2009 / 24 SAP 2009 / 25 Material Decision Support Decision Support (cont.) What is the item summary? How do I select the best Item? How can we score against Registration and enforcing an enterprise decisionmaking process for approving? Scoring Model What is the item summary? How do I select the best Item? How can we score against Registration and enforcing an enterprise decisionmaking process for approving? Questionnaire Design your own forms (e.g., for executive summary reports) Design your own forms (e.g., for executive summary reports) Use questionnaires to make qualitative data less ambiguous Use questionnaires to make qualitative data less ambiguous Scoring models to evaluate your portfolio and compare different initiatives that are competing for the same resources Scoring models to evaluate your portfolio and compare different initiatives that are competing for the same resources Standard compliance Standard compliance Exchange information with partners efficiently Exchange information with partners efficiently Registration and enforcing an enterprise decision-making process for approving portfolio items SAP 2009 / 26 Registration and enforcing an enterprise decision-making process for approving portfolio items SAP 2009 / 27 Decision Support (cont.) Decision Support (cont.) Fact Sheet for Item What is the item summary? How do I select the best Item? How can we score against Registration and enforcing an enterprise decisionmaking process for approving? What is the item summary? How do I select the best Item? How can we score against Registration and enforcing an enterprise decisionmaking process for approving? Fact Sheet for Initiative Design your own forms (e.g., for executive summary reports) Design your own forms (e.g., for executive summary reports) Use questionnaires to make qualitative data less ambiguous Use questionnaires to make qualitative data less ambiguous Scoring models to evaluate your portfolio and compare different initiatives that are competing for the same resources Scoring models to evaluate your portfolio and compare different initiatives that are competing for the same resources Standard compliance Standard compliance Exchange information with partners efficiently Exchange information with partners efficiently Registration and enforcing an enterprise decision-making process for approving portfolio items SAP 2009 / 28 Registration and enforcing an enterprise decision-making process for approving portfolio items SAP 2009 / 29

6 Demo Scenario Preview Demo Scenario: SAP RPM Idea Requirements Qualify item via questionnaires Plan financial and capacity data Prioritize with scoreboard and reporting cockpit Requirements Product Manager Plan Timeline Plan Financial Data Assess Risk Product Design Document Set up and schedule project Staff project and connect to controlling Confirm tasks and approve phase Product Design Document CAD Modeling CAD Modeling Collaboration Sourcing Collaboration Sourcing VP of Innovation Review and Approve Change SAP 2009 / 30 Change SAP 2009 / 31 Agenda cs Introduction 1.Business Background 2.SAP Applications 2.1. SAP Product Definition 2.2. SAP RPM 2.3 cs 3.Outlook 4. Wrap-up Provides phase gate support for product development, IT, and consulting projects in all industries Clear responsibilities using project roles Checklists and Phase approval process to manage quality and scope Enables project collaboration across the enterprise specific authorizations Web-based and easy to use Integrates product, resource, and financial data from the complete business suite Integrate SAP PLM and other objects across the suite Integrate SAP System for project accounting Extended Resource capabilities Business partner staffing based on skills Staffing process for matrix organizations SAP 2009 / 32 SAP 2009 / 33 Product Evolution cs cs Features cs 3.0 Flexible project structuring (task hierarchies) Financial integration (internal order and PS replication) APQP enhancements (control plan QM integration) cs 3.1 DMS and Windows File Explorer integration, Status Report Multi-project management, project versions and simulations cs 4.0 Integration (one database) Multi-level controlling Enhanced resource management SRM Procurement New UI Technology Travel and Time integration Self-Services cs 4.5 Resource enhancements (e.g., Role Charts and Vacant Role Search Planning & Execution Improvements (e.g., Multi- Monitor and Six Sigma Support) Usability enhancements Integration enhancements (e.g., CATS Integration, MS Integration, Controlling Integration and SAP RPM Integration) Manage your s Multi- Monitor Multi- Filter templates Gantt diagram Manage your Resources Resource Charts Vacant Role search Availability sensitive staffing Increase Visibility Integration with SAP RPM ERP Microsoft Integration roles Comprehensive authorization Web interfaces Object Links for Roles Execute and Track your s Status Reports and Versions Approval protected phase gates CATS Integration Task Confirmation Best Practice Scenarios Six Sigma Support APQP Milestones SAP 2009 / 34 SAP 2009 / 35

7 Manage Your s Manage Your s (cont.) GANTT Chart What are critical tasks? What is our progress? Are milestones passed? How is the related project doing? What are critical tasks? What is our progress? Are milestones passed? How is the related project doing? Multi-project Monitor Proactively manage multiple projects and crossproject dependencies In-place visualization of multi-project dependencies Identify project elements with respect to business criteria Reduce time to market and costs Scheduling (bottom-up, top-down Search for open roles SAP 2009 / 36 Proactively manage multiple projects and crossproject dependencies In-place visualization of multi-project dependencies Identify project elements with respect to business criteria Reduce time to market and costs Scheduling (bottom-up, top-down Search for open roles SAP 2009 / 37 Manage Your Resources (cont.) Manage Your Resources (cont.) How can I find the right resource? How can I make sure I don t over commit? React on unexpected unavailability or changes Vacant Role Search How can I find the right resource? How can I make sure I don t over commit? React on unexpected unavailability or changes Staffing Better overview of open vs. staffed capacity Assess and improve stability of resource plan Search for open positions based on project and organizational attributes Adjusting project team supported by business partner replacement Member Substitution SAP 2009 / 38 Better overview of open vs. staffed capacity Assess and improve stability of resource plan Search for open positions based on project and organizational attributes Adjusting project team supported by business partner replacement Member Substitution SAP 2009 / 39 Closed-Loop Resource Increase Visibility Efficient Resource is a closed management cycle that integrates strategic and operational planning and tracking elements: Detailed Resource Planning and Tracking Review Actuals Progress Tracking Capacity Forecasts Staffing Role Demand Planning Review Plan Activity Activity High Level Resource Planning Integration of information from a wide variety of areas How can I find cost details? Do I need to search in multiple systems? How can I collaborate with all parties involved? Single Source of truth: rapid access to up-to-date, project-relevant data Accurate cost calculations based on planning periods Clear responsibilities Effective collaboration for all project stakeholders Object Links for Roles SAP 2009 / 40 SAP 2009 / 41

8 Execute and Track Your s Best Practice Scenarios Gather information on: Actual start and finish Percentage of completion Planned work Collaboration with internal and external partners CATS Integration Quality Control and Assurance: Current process performance Current degree of compliance? Are specifications met? What kind of problems exist? Six Sigma Support Well defined handovers Process confirmation fully embedded in company time tracking process Six Sigma data (e.g., target and actual ROI) included in the project dashboard Templates for standardized processes SAP 2009 / 42 SAP 2009 / 43 Demo Scenario Preview Demo Scenario: cs Idea Requirements Product Design Document Idea Gather and evaluate product ideas Create and qualify product concepts Upload concepts to portfolio management Qualify item via questionnaires Plan financial and capacity data Prioritize with scoreboard and reporting cockpit Set up and schedule project Staff project and connect to controlling Confirm tasks and approve phase Requirements Product Design Document Manager Modify and Schedule Staff Role Set Up Accounting Review Reporting Approve Phase CAD Modeling CAD Modeling Collaboration Collaboration Sourcing Change SAP 2009 / 44 Sourcing Change SAP 2009 / 45 Engineer Link Material & Specification Confirm Task Agenda Legal Disclaimer 1. Business Background 2. SAP Applications 2.1. SAP Product Definition 2.2. SAP RPM 2.3 cs 3. Outlook 4. Wrap-up This presentation outlines our general product direction and should not be relied on in making a purchase decision. This presentation is not subject to your license agreement or any other agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to develop or release any functionality mentioned in this presentation. This presentation and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent. SAP 2009 / 46 SAP 2009 / 47

9 SAP and 5.0 Planned Scope Overview Roadmap for SAP and,, and Innovation Goal of this release Target Industry Key Features Facts SAP 2009 / 48 Reduce TCO Increase usability Improve performance Close most critical process gaps Cross industry targeting upper Mid-Market + LE Innovation IT Professional Services Consolidation to one product with UI alignment Closing process gaps, e.g., Decision Flow, Resource Delivery as composite application/add-on RTC: Q4/2009 Foundation for Decision Flow (DFM) Support closed-loop resource management: Improved integration of SAP RPM with cs cs enhancements Enhanced Microsoft Integration UI and usability improvements SAP 2009 / 49 UI alignment and usability Standardize data presentation, input, and update process and unify UI concepts Reduce technical complexity Improve UI extensibility and flexibility New Web-based Formulator User Interface End-to-End Process Support Flexible & central support of product development methodology (Phase/Gate) Integration with master data Enterprise Service-Enablement Integration Initial RM-NPDI integration (Phase/Gate, collaboration) Reporting and Analytics Product Intelligence Extended product context from distributed systems Embedded reporting (PCV) Increase efficiency / simulation Extend product portfolio management Enhance Process Support Product data exchange Early process costing Status synchronization and management Increase usability to support early R&D Change management for projects & portfolio Adapt development and lifecycle processes to product hierarchy/product Centric View Planned Agenda Resources 1. Business Background 2. SAP Applications 2.1. SAP Product Definition 2.2. SAP RPM 2.3 cs 3. Outlook 4. Wrap-up 1. Benchmarking Comprehensive registration page with survey templates and more 2. Product and Service Leadership White papers and other resources 3. SAP PLM Customer Value Network Online customer community focused on business value realization with SAP PLM solutions SAP 2009 / 50 SAP 2009 / 51 7 Key Points to Take Home Innovation is a key priority for most organizations, but there is much room for improvement Improve resource, portfolio and project management and visibility with SAP RPM and cs With SAP RPM, you are able to manage various business scenarios, e.g., Innovation, IT, Capital Investment, of Professional Services Thank you! SAP RPM 4.5 closes the loop between portfolio management and operational project management SAP RPM 4.5 better manages and governs the fuzzy front end of continuous product and service innovation using decision flow management Product Initiatives bundle projects and portfolio items for a successful coordination of activities How to contact me: Markus Rosemann markus.rosemann@sap.com SAP is continuing to improve portfolio, project, and innovation management capabilities SAP 2009 / 52 SAP / 53/ 53

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