Implementing an Enterprise Environment: Nuts, Bolts, and Beyond Construction CPM Conference January 30, 2012
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
Why an Enterprise System? Move organizations and projects from this
Why an Enterprise System? To this
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 -
Characteristics ± Various user types ± Dashboards ± Integrated schedules ± Portfolio reporting ± Complexity requiring simplification ± Web based
Key Takeaways ± Be prepared, enterprise systems are a different world ± New schedule roles for most team members ± People and cultural change
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
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
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
What I Can See and Do Licenses Licenses Security Profiles User Interface Me Dashboards
What I Can See and Do Security Profiles Licenses Security Profiles User Interface Me Dashboards
What I Can See and Do User Interfaces Licenses Security Profiles User Interface Me Dashboards
Nuts and Bolts - Dashboards Licenses Security Profiles User Interface Me Dashboards
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
What I Can See and Do - OBS OBS Me
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
What I Can See and Do WBS/Project OBS Project WBS
What I Can See and Do WBS/Project OBS Project WBS
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
What I Can See and Do - EPS OBS EPS Project WBS
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
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
Nuts and Bolts ± System structures ± Configurations ± Templates ± Reporting ð Dashboards (Pull) ð Client Server Reports (Push) ± Security ± Portfolio ± Simplify the complex
Nuts and Bolts System Structures ± Enterprise Project Structure ± Organizational Breakdown Structure ± Resource Breakdown Structure
Nuts and Bolts - Configurations ± User interfaces ± User defined fields (UDF) ± Portfolio views
Nuts and Bolts - Templates ± Project ± WBS ± Activities
Nuts and Bolts - Reporting ± Sources ð Dashboards (Pull) ð Client server (Push)
Nuts and Bolts - Security ± Global and Project ± Licenses ± Web user interface
Nuts and Bolts - Portfolios
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
Nuts and Bolts Simplify the Complex This is harder to view, read, and absorb...
Nuts and Bolts Simplify the Complex... and this is easier to absorb.
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
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
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
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
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
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
Training Program Example ± How to access ± How to use principal functions ± How to progress ± How to see reports ± How to analyze
Basic Training: Now You re In 1. Collapse and expand all portlets 2. Prints entire screen 3. Preferences preset 4. Logout here
Basic Training: Manipulating the Portlets P6.2Web Help Prints portlet with Microsoft like preview and set-up Refreshes portlet contents
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
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
Cultural Change - Tools ± Marketing plan ± Communications ± Ownership ± Clear role and responsibilities
Sponsorship ± From the top ± Engaged in the process ± Uses and promotes use
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
Adaptability and Flexibility ± Plan for change ± Simplicity allows for adaptability ± Ready for the unknown ±??
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
It s a Project ± Key Phases ± Schedule ± Deliverables
Key Phases ± Discovery ± Set-up and Install ± System Architecture ± Configure ± Launch and Train
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
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
Key Phases System Architecture ± Design system to meet needs ± Test design ± Document design for future reference
Key Phases System Architecture ± The relationship of: ð What I Can See and Do ð The schedules ð Reports ð Metrics ð Etc.
Key Phases - Configure ± Implement design ð Structures ð Templates ð Reports ð Etc. ± Build test schedules ± Test ± Document
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
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
Implementation Schedule ± Sample Project Schedule ± Detailed Deliverables ± Managed as a Project
Implementation Schedule - Overall
Assessment
Implementation
Integration Concurrent with implementation design, prototype, and pilot
Training and Turnover Concurrent with implementation prototype, pilot and rollout Driver s manual follows implementation
Samples of Deliverables ± System requirements ± Design document ± As-built ± Training package ± Close-out report
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
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
Contact Information ± Barry Meyers, PMP, PSP ± Managing Director Enterprise Solutions ± Orcas Project Controls ± bmeyers@orcasprojectcontrols.com ± Stephanie Thatcher ± President ± Orcas Project Controls ± sthatcher@orcasprojectcontrols.com
www.orcasprojectcontrols.com