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

Transcription

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

2 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

3 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

4 Eliminating the Transactions - Our Vision Company 1 Company 2 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

5 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

6 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

7 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 this $78 billion dollars total project waste (against $250 billion in project spending) (Standish Chaos Report 2007) There Can I tax will be no tax on project waste waste watch under my 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.

8 TAMS Integrated Solutions Map BI Program (Reporting Suite) Crystal, Xcelsius, Bex, Report Estimating Software: RIB Hard Dollar Databuild Other BPC SAP ECC6 IM SAP ECC6 PS, MRS SAP Sourcing (Contract Lifecycle Management) SAP Strategy Management GRC PCM Business Warehouse SAP PPM RPM & cprojects SA SAP ECC6 SAP ECC6 SD,MM,AA EAM PP, FI, CO, QM SAP Enterprise Project Connection Primavera MS Project Mobility & ECM & Visual Business Strategy Planning / Analytics Warehouse Portfolio Project Management

9 Project Portfolio Management Strategic Planning Strategic Objectives SSM Program / Project Planning Project Portfolio Management Project Management A N N U A L Review and Update Quarterly Monthly Pre-Assessment / Risk Analysis Unapproved Unapproved Out of Capacity Cancelled New Projects Portfolio Screening Project Scoring Portfolio Ranking Portfolio Simulation Portfolio Monitor Approved In-Progress Projects On-Hold Projects In-Progress Projects On-Hold Projects Screened Approved and not Resourced BPC PCM PPM IM PS cprojects CLM EPC ECM Post Audit / Close Complete EAM

10 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

11 Organisational Structure Client Company Code TAMS TAMS South Africa TAMS Hawaii Controlling Area Profit Centres Brisbane Perth Cost Centres Management Management 1:Many Project Dev Coal Detailed Activities WBS / Network Internal Orders PM / CS Orders Sales Orders Activities COST OBJECTS

12 Accountability Built into SAP Controlling Overhead Management and Profitability Project Portfolio Management Project Performance Plant Maintenance / Operations Equipment and Operational Performance Functional Location Equipment 1 Equipment 2 PM / CS Orders PM / CS Orders Personnel are responsible for costs and revenues assigned to above objects within organisation

13 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

14 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

15 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

16 TAMS Integrated Solutions Map Estimating Software: RIB Hard Dollar Databuild Other BI Program (Reporting Suite) Crystal, Xcelsius, Bex, BPC SAP ECC6 IM SAP ECC6 PS, MRS SAP Strategy Management Business Warehouse SAP PPM RPM & cprojects Report Strategy Planning / Analytics Warehouse Portfolio Project Management

17 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

18 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 Supports Excel Integration With Drilldown Supports integrated Resource Management YES NO NO YES YES YES

19 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

20 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

21 TAMS Integrated Solutions Map Estimating Software: RIB Hard Dollar Databuild Other BI Program (Reporting Suite) Crystal, Xcelsius, Bex, BPC SAP ECC6 IM SAP ECC6 PS, MRS SAP Strategy Management Business Warehouse SAP PPM RPM & cprojects Report Strategy Planning / Analytics Warehouse Portfolio Project Management

22 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????

23 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

24 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

25 TAMS Integrated Solutions Map Report Strategy BI Program (Reporting Suite) Crystal, Xcelsius, Bex, SAP PPM RPM & cprojects Planning / Analytics Warehouse Portfolio SAP ECC6 PS SAP ECC6 EAM SAP Enterprise Project Connection Primavera MS Project Project Management

26 Scheduling Tool Integration Portfolio Management Define Strategy Identify Opportunities Analyse Risk and Rank Opportunities Create and Approve Budgets Initiate Project Monitor Portfolio Project Management Structure Project Plan Resources, Cost Assign Budget Procure Materials and Services Collect Actuals 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

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

28 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

29 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

30 Mobility MOBILITY IS NOT IN THE FUTURE, IT IS NOW

31 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

32 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

33 Map View: Activities Assigned to the User Mapped activities Displays applicable activities on a map

34 Activity Detail Resources summary pane Activity summary pane changes to resource summary for the specific activity selected Resource detail Activity detail View additional details about the activity. Update status and % complete View and edit the details of the resource consumed against the activity

35 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

36 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

37 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

38 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!!!!

39 SAP PS Books by Kieron Dowling Mastering the Project Builder in SAP: Using SAP's Project Builder SAP Project System Handbook Visit to order and find out more Slide 39

40 My Name My Company Slide 40