microsoft project online: access to a central instance of microsoft project server 2013 and...

Anaheim, CA | February 2-5, 2014

Dr. Thomas HenkelmannCOOThe Project Group

Global Solutions for Global Companies with Microsoft PPM

PC280

Agenda

Session contentWhat makes you global?Access - from multiple locations and countriesTeams – globally spreadInternational - multiple languages for the usersEnterprise cost planning – multiple currenciesERP integration – need data from multiple systems

Requirements analysisPPM environmentCore configuration vs. local specialtiesPPM enhancementsIntegration

Solution approach/Demo

What makes you global?

Access to the solution

Users need:• Access to one central

solution • No VPN• No firewalls • No additional logins

Microsoft Project Online:• Access to a central instance of Microsoft Project Server

2013 and SharePoint 2013• Connect directly with the preferred browser • Use Microsoft Project Professional without additional tools • Leverage the login from the user’s default domain by ADFS

to ensure single-sign on

Access to the solution

Global teams:• Work in different time

zones• Need to have access

24/7

Microsoft Project Online is running: • In globally distributed data centers, same as O365• Continuously updated to deliver an “evergreen”

environment• Redundant at the physical, data, and functional layers• Available at 99.9%

International use

Acceptance and regular use of a tool depend on the user’s ability for: • Easy access• Simple navigation• Comprehensive help.

Project Online is a setup as a: • Native English system• Has 42 additional language

Also the Project Professional client is • Available in 29 different languages

International use

PPM solutions contain lots of information that should be easy to read and unambiguous.

Based on SharePoint 2013 technology the user can specify personal settings as:• Time zone• Locale• Keyboard settings• A personal start page to show the most important

information at a glance

Enterprise cost planning

Resources from different locations need to be maintained• With the least effort

possible• Without additional

tools• From external sources

In a global organization separation of core data and configuration can be based on:• Organizational structures• Access rights to ensure access to only the information needed.

Maintenance of the Enterprise resource pool is needed:• On a regular base• Allow to use local currencies for entry of rates

Enterprise cost planning

Cost planning is challenging enough. It should be straightforward and easy to enter.

Project cost are calculated from:• Capacity cost (work and rates)• Direct project cost (Money)

To capture them in the most efficient way the project manager should be able to use:• Global cost types (e.g. “External services”, “Hardware”,

“Study management” etc.)• Multiple currencies depending where the cost arises• Cost bearing departments or cost centers

ERP integration

Individual business entities start and control projects that use global resources.

Projects in a global company may start from:• Very different business units• Different locations within them

For legal reasons multiple ERP systems are used that contain core data for Microsoft PPM as:• Resources and rates• Project numbers and structures• Timesheet data• Cost actuals

ERP integration

Harmonization and use of a global process is nice – but not real world.

The use of the same ERP system/technology doesn’t mean they are used the same way. Different project controlling practice may arise from:• Local requirements• Different processes• Business rules

As result individual projects are controlled by:• Internal orders• Projects• WBS elements

Requirements analysis

Requirements: PPM environment

Global availability

All levels of maturity

Flexible configuration

Cloud based, centrally managed, load balanced and integrated.

From lightweight task management over web based project management to expert levels in Project Pro. Mobile? Sure! Only show the functionality and the information needed for a specific business or role. Define templates, workflows and data entry for each business unit, business area or department.

Core configuration vs. local specialtiesGlobal settings

Local settings

Resource poolUser administrationTimesheet settings

Project templatesProject sitesWorkflowsMaster data

PPM enhancements

Multi currency Resources use their local currency (easy maintenance)Cost can be planned and analyzed in multiple currenciesExchange rates need to be maintained centrally

Integration

Data from an to multiple ERP systems

Dynamic matching of data from projects, tasks and resources to find the correct ERP system

Solution approach

PPM environment

Core configuration – local specialties

PPM enhancements

ERP Integration

Integration favorites• 95% need actual cost integration• 90% need timesheet integration• 3 of 4 clients integrate forecasts and

budgets

Global SAP System

Co-Area Europe

Comp-Code FR

Comp-Code DE

Comp-Code UK

Microsoft PPM

Smart matching of data

SAP System US SAP System Europe

Co-Area USA

Comp-Code PA

Comp-Code MI

Co-Area 1

Comp-Code DE

Comp-Code FR

Co-Area 2

Comp-Code UK

CO-Orders

816200

816201816432

Microsoft EPM

More complex multinational environments

Summary

Do I need a global solution?

Can I build this on Microsoft PPM?

What should I do now?

More than one country, language, currency? Yes, you need!

A platform for a flexible solution, globally available.

Yes, you can!

Gather your requirements and start using PPM.

Yes, you should!

Thank you!Q&A

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After the event, over 100 hours of resources; including all of the PPT decks and session videos will be available.

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