Construction CPM Conference

Transcription

1 Implementing an Enterprise Environment: Nuts, Bolts, and Beyond Construction CPM Conference January 30, 2012

2 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

3 Why an Enterprise System? Move organizations and projects from this

4 Why an Enterprise System? To this

5 What is an Enterprise System? ± Reaches across an enterprise ð An entire organization ð A department ð A single project with multiple schedules ± Focuses on multiple projects ± Easily accessible to non-schedulers ± Reports via a web dashboard ± Viewable by portfolios or individual schedules -

6 Characteristics ± Various user types ± Dashboards ± Integrated schedules ± Portfolio reporting ± Complexity requiring simplification ± Web based

7 Key Takeaways ± Be prepared, enterprise systems are a different world ± New schedule roles for most team members ± People and cultural change

8 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

9 What I Can See and Do Licenses EPS Security Profiles OBS Project User Interface Me What I see, and What I can do WBS Dashboards

10 What I Can See and Do Licenses EPS Security Profiles OBS Project User Interface Me What I see, and What I can do WBS Dashboards

11 What I Can See and Do Licenses Licenses Security Profiles User Interface Me Dashboards

12 What I Can See and Do Security Profiles Licenses Security Profiles User Interface Me Dashboards

13 What I Can See and Do User Interfaces Licenses Security Profiles User Interface Me Dashboards

14 Nuts and Bolts - Dashboards Licenses Security Profiles User Interface Me Dashboards

15 What I Can See and Do Licenses EPS Security Profiles OBS Project User Interface Me What I see, and What I can do WBS Dashboards

16 What I Can See and Do - OBS OBS Me

17 What I Can See and Do Licenses EPS Security Profiles OBS Project User Interface Me What I see, and What I can do WBS Dashboards

18 What I Can See and Do WBS/Project OBS Project WBS

19 What I Can See and Do WBS/Project OBS Project WBS

20 What I Can See and Do Licenses EPS Security Profiles OBS Project User Interface Me What I see, and What I can do WBS Dashboards

21 What I Can See and Do - EPS OBS EPS Project WBS

22 What I Can See and Do - Recap Licenses EPS Security Profiles OBS Project User Interface Me What I see, and What I can do WBS Dashboards

23 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

24 Nuts and Bolts ± System structures ± Configurations ± Templates ± Reporting ð Dashboards (Pull) ð Client Server Reports (Push) ± Security ± Portfolio ± Simplify the complex

25 Nuts and Bolts System Structures ± Enterprise Project Structure ± Organizational Breakdown Structure ± Resource Breakdown Structure

26 Nuts and Bolts - Configurations ± User interfaces ± User defined fields (UDF) ± Portfolio views

27 Nuts and Bolts - Templates ± Project ± WBS ± Activities

28 Nuts and Bolts - Reporting ± Sources ð Dashboards (Pull) ð Client server (Push)

29 Nuts and Bolts - Security ± Global and Project ± Licenses ± Web user interface

30 Nuts and Bolts - Portfolios

31 Nuts and Bolts Simplify the Complex ± This is a complex world ± Our focus is to simplify it ± Good systems are ð Easy to use ð Report simply ð Report accurately We do this by

32 Nuts and Bolts Simplify the Complex This is harder to view, read, and absorb...

33 Nuts and Bolts Simplify the Complex... and this is easier to absorb.

34 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

35 Rules of the Road ± System level ± Enterprise level ð Security ð OBS/EPS ð Portfolio ± Project level ð Individuality of different users ± Strict vs. Flexible consideration

36 Rule of the Road Hierarchy - Flowdown Enterprise Rules of the Road ER #1 ER #2 ER #3 ER #4 ER #5 Schedule Rules of the Road SR #1 SR #2 SR #3 SR #4 SR #5

37 Rules of the Road - Examples ± Using global activity codes ð Metrics and milestones ± Project activity codes ð Web vs. client server only ± UDFs ð Custom vs. standard use ð Standard use ± Do not overstep defined bounds

38 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

39 Training Program ± Easy to use and understand ± Customized to implementation ± Tailor to Roles ð Power Schedulers ð System Owner ð Project Managers ð Engineers ± Formal Training + Mentorship ± Useful for Future Reference

40 Training Program Example ± How to access ± How to use principal functions ± How to progress ± How to see reports ± How to analyze

41 Basic Training: Now You re In 1. Collapse and expand all portlets 2. Prints entire screen 3. Preferences preset 4. Logout here

42 Basic Training: Manipulating the Portlets P6.2Web Help Prints portlet with Microsoft like preview and set-up Refreshes portlet contents

43 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

44 Cultural Change Basics ± Enterprise system introduces new ways to work ± Compelling reason to change ± Must have high level sponsorship ± On-going mentorship ± People side is the most challenging ± Web vs. client server

45 Cultural Change - Tools ± Marketing plan ± Communications ± Ownership ± Clear role and responsibilities

46 Sponsorship ± From the top ± Engaged in the process ± Uses and promotes use

47 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

48 Adaptability and Flexibility ± Plan for change ± Simplicity allows for adaptability ± Ready for the unknown ±??

49 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

50 It s a Project ± Key Phases ± Schedule ± Deliverables

51 Key Phases ± Discovery ± Set-up and Install ± System Architecture ± Configure ± Launch and Train

52 Key Phases - Discovery ± What is the system ± What will system be used for ± Who will use it ± How will they use it ± What are their skill levels

53 Key Phases Set-up and Install ± Determine system home ± Install and confirm workability ð Internal server ð Cloud ± Test access ± Initial set-up to allow configuration

54 Key Phases System Architecture ± Design system to meet needs ± Test design ± Document design for future reference

55 Key Phases System Architecture ± The relationship of: ð What I Can See and Do ð The schedules ð Reports ð Metrics ð Etc.

56 Key Phases - Configure ± Implement design ð Structures ð Templates ð Reports ð Etc. ± Build test schedules ± Test ± Document

57 Key Phases Pilot and Test ± Core team ± Develop system to point of operation ± Limited use during pilot ± Try to break ± Fix, test, fix, test until fixed

58 Key Phases Launch and Train ± Plan launch / go live date ± Train at optimal time ± one-on-one as often as possible ± Provide simple reference tip sheets ± Be on call ± Types of training ð System owner ð Scheduler ð Web user

59 Implementation Schedule ± Sample Project Schedule ± Detailed Deliverables ± Managed as a Project

60 Implementation Schedule - Overall

61 Assessment

62 Implementation

63 Integration Concurrent with implementation design, prototype, and pilot

64 Training and Turnover Concurrent with implementation prototype, pilot and rollout Driver s manual follows implementation

65 Samples of Deliverables ± System requirements ± Design document ± As-built ± Training package ± Close-out report

66 Agenda ± Enterprise System Overview ± What I Can See and Do ± Nuts and Bolts ± Rules of the Road ± Training ± People Side ± Adaptability and Flexibility ± It s a Project ± Lessons Learned and Summary

67 Lessons Learned ± Begin With the End In Mind ± Implement an easy to use system ± Develop a good foundation the structure ± Test, Test, Test ± Don t Rush to system or schedule operations ± Be flexible ± Have a compelling reason to change ± Obtain high level sponsorship ± Address the needs of the People

68 Contact Information ± Barry Meyers, PMP, PSP ± Managing Director Enterprise Solutions ± Orcas Project Controls ± ± Stephanie Thatcher ± President ± Orcas Project Controls ±

69