Keith Wallis - TAMS Head Solutions Strategy & Development
A Detailed Review of the PPM Solutions Roadmap
Agenda
About Us
TAMS Integrated Solution Map
Estimating, Planning, and Forecasting
The Importance of the Costing Model
PPM – Defining the Portfolio
Scheduling Integration
Mobility
Questions
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
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
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
Agenda
About Us
TAMS Integrated Solution Map
Estimating, Planning, and Forecasting
The Importance of the Costing Model
PPM – Defining the Portfolio
Scheduling Integration
Mobility
Questions
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• $78 billion dollars total project waste(against $250 billion in project spending) (Standish Chaos Report 2007)
“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.”
Can I tax this project waste
There will be no
tax on waste
under my watch
TAMS Integrated Solutions Map ©
BI Program (Reporting Suite) – Crystal, Xcelsius, Bex,
Business Warehouse
SAP PPM – RPM & cProjects
Estimating Software:
RIBHard DollarDatabuild
Other
Primavera MS Project
SAP Enterprise Project Connection
SAP Enterprise Project Connection
SAP Sourcing
Management)
SAP Sourcing (Contract Lifecycle
Management)
SAP ECC6
QM
SAP ECC6SD,MM,AAPP, FI, CO,
QM
SAP ECC6 EAM
SAP ECC6 IM
SAP ECC6 PS, MRS
PortfolioPortfolio
Project Management
Project Management
WarehouseWarehouse
Planning /AnalyticsPlanning /Analytics
StrategyStrategy
ReportReport
SAP Strategy ManagementSAP Strategy Management
BPCBPC GRCGRC PCMPCM SASAM
obility & ECM
& Visual Business
Project Portfolio ManagementStrategic Objectives
New ProjectsStrategic Planning
Program / Project
Planning
Project Portfolio Management
Project Management
Post Audit / Close
Unapproved
CancelledIn-Progress ProjectsOn-Hold Projects
Portfolio ScreeningProject Scoring
Portfolio RankingPortfolio
SimulationOut of Capacity
Complete
ANNUAL
Quarterly
Monthly
PortfolioMonitor
Pre-Assessment / Risk Analysis
Approved andnot Resourced
In-Progress ProjectsOn-Hold Projects
Screened
Approved
Unapproved
Review and Update
SSM
BPCPCM
PPMIM
PScProjects
CLMEPCECM
EAM
Agenda
About Us
TAMS Integrated Solution Map
Estimating, Planning, and Forecasting
The Importance of the Costing Model
PPM – Defining the Portfolio
Scheduling Integration
Mobility
Questions
Organisational Structure
Controlling Area
Brisbane Perth
Management Management Project Dev Coal
Internal Orders PM / CS Orders Sales Orders
1:Many
WBS / NetworkActivities
Client
TAMS TAMSSouth Africa
TAMSHawaii
Company Code
Profit Centres
Cost Centres
Detailed ActivitiesCOST OBJECTS
Accountability Built into SAP
ControllingOverhead Management and Profitability
Project Portfolio ManagementProject Performance
Plant Maintenance / OperationsEquipment 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
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
Agenda
About Us
TAMS Integrated Solution Map
Estimating, Planning, and Forecasting
The Importance of the Costing Model
PPM – Defining the Portfolio
Scheduling Integration
Mobility
Questions
TAMS Integrated Solutions Map ©
BI Program (Reporting Suite) – Crystal, Xcelsius, Bex,
Business Warehouse
SAP PPM – RPM & cProjects
Estimating Software:
RIBHard DollarDatabuild
OtherSAP ECC6 IM
SAP ECC6 PS, MRS
PortfolioPortfolio
Project Management
Project Management
WarehouseWarehouse
Planning /AnalyticsPlanning /Analytics
StrategyStrategy
ReportReport
SAP Strategy ManagementSAP Strategy Management
BPCBPC
IM v PPM (RPM) - Comparison
Requirement PPM (RPM) Standard
IMStandard
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
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
YES YES
Supports Excel Integration With Drilldown
NO YES
Supports integrated Resource Management
NO YES
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
Agenda
About Us
TAMS Integrated Solution Map
Estimating, Planning, and Forecasting
The Importance of the Costing Model
PPM – Defining the Portfolio
Scheduling Integration
Mobility
Questions
TAMS Integrated Solutions Map ©
BI Program (Reporting Suite) – Crystal, Xcelsius, Bex,
Business Warehouse
SAP PPM – RPM & cProjects
Estimating Software:
RIBHard DollarDatabuild
OtherSAP ECC6 IM
SAP ECC6 PS, MRS
PortfolioPortfolio
Project Management
Project Management
WarehouseWarehouse
Planning /AnalyticsPlanning /Analytics
StrategyStrategy
ReportReport
SAP Strategy ManagementSAP Strategy Management
BPCBPC
Estimating Integration
Improve costing, Identify Contract Opportunities, Simulation, Analyse, Assess
Planned Costs, ResourcesSchedule, Capacity
Planned Costs, Resources, Schedule, Capacity, Procurement Plan, Contracts, Forecasts
5DHard
Dollar
RIB
StandardDatabuild
TimberlineATADOther
At the project management level integration has been developed
EstimatePricesVendorsProcurement plan ????
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
Agenda
About Us
TAMS Integrated Solution Map
Estimating, Planning, and Forecasting
The Importance of the Costing Model
PPM – Defining the Portfolio
Scheduling Integration
Mobility
Questions
TAMS Integrated Solutions Map ©
BI Program (Reporting Suite) – Crystal, Xcelsius, Bex,
SAP PPM – RPM & cProjects
Primavera MS Project
SAP Enterprise Project Connection
SAP Enterprise Project Connection
SAP ECC6 EAMSAP ECC6 PS
PortfolioPortfolio
Project Management
Project Management
WarehouseWarehouse
Planning /AnalyticsPlanning /Analytics
StrategyStrategy
ReportReport
Scheduling Tool IntegrationPortfolio Management
DefineStrategyDefine
StrategyIdentify
OpportunitiesIdentify
OpportunitiesCreate and Approve
BudgetsCreate and Approve
Budgets
Project ManagementStructure Project
Plan Resources, CostAssign Budget
Plan Resources, CostAssign Budget
Procure Materials and Services
Procure Materials and Services
Collect Actuals
Monitor Portfolio
Monitor Project
Analyse Risk and Rank OpportunitiesAnalyse Risk and
Rank Opportunities
Scheduling toolEstablish
Master Schedule Structure
Detailed
Planning
Detailed Activity List
and Resource Planning
Scheduling,
Levelling
Scheduling, Resource
Allocation, and Levelling
Status and Progress Updating
Tracking and Monitoring
SAP Enterprise Project Connection
Initiate Project
Scheduling Integration
• Business Process Alignment is critical
• Technical “out of the box” implementations are recommended initially
• Recommended approach by SAP is “onsite” resourcing
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
Agenda
About Us
TAMS Integrated Solution Map
Estimating, Planning, and Forecasting
The Importance of the Costing Model
PPM – Defining the Portfolio
Scheduling Integration
Mobility
Questions
Eliminating the Transactions - Mobility
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
Work List View: Activities Assigned to the User
Left pane
Shows activity summary with key details starts and finish dates and % complete
Activity grouping
Simple this week and next week grouping. Users can create “favourite” activities
Work views
Assigned activities can be viewed in a work list or map display (next page)
Planned / actual
Grey rows display the planned hours for each activity. White rows show the actuals which can be edited directly
Activity Detail
Resources summary pane
Activity summary pane changes to resource summary for the specific activity selected
Resource detail
View and edit the details of the resource consumed against the activity
Activity detail
View additional details about the activity. Update status and % complete
In the Field Vs Back OfficeTraffic 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
Out in the field
Back at the office – SAP Project Systems
Simplified View for Field StaffSimplified 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
Agenda
About Us
TAMS Integrated Solution Map
Estimating, Planning, and Forecasting
The Importance of the Costing Model
PPM – Defining the Portfolio
Scheduling Integration
Mobility
Questions
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 !!!!
Slide 39
SAP PS Books by Kieron Dowling
Mastering the Project Builder in SAP: Using SAP's Project Builder
SAP® Project System Handbook
Visit www.tamsconsulting.com.au to order and find out more