feb 22_b
DESCRIPTION
SAP CPMTRANSCRIPT
SAP Commercial Project Management
Making Every Project Business a Best Run Business
Dr. Martin Effenberger, SAP AG
February 22, 2013
© 2013 SAP AG. All rights reserved. 2
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without
the permission of SAP. This presentation is not subject to your license agreement or any other service or
subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this
document or any related presentation, or to develop or release any functionality mentioned therein. This
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or platforms directions and functionality are all subject to change and may be changed by SAP at any time
for any reason without notice. The information in this document is not a commitment, promise or legal
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for a particular purpose, or non-infringement. This document is for informational purposes and may not be
incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except
if such damages were caused by SAP´s willful misconduct or gross negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results
to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-
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purchasing decisions.
Legal disclaimer
© 2013 SAP AG. All rights reserved. 3
Agenda
Introduction
Processes and Scenarios
Functional Overview (including system demonstration)
Project Workspace
Project Financial Planning
Project Issue and Change Management
Preview on Mobile Applications
Summary & Outlook
Q&A
© 2013 SAP AG. All rights reserved. 4
Business priorities in commercial project management
■ How do I increase project profitability?
■ How do I ensure consistent processes throughout the complete
project lifecycle in order to further professionalize and scale my
business ?
■ How do I achieve consistent planning from bid estimation to
project delivery?
General Manager
Project Director
Project Manager
■ How can I detect project risks early?
■ How do I get a transparent and accurate status on the projects
within my responsibility, anytime, anywhere?
■ How can I get up-to-date and real-time information on my
project financials and project progress?
■ How can I reduce the effort to manually consolidate data from
different sources (e.g. for status reporting, billing etc.)?
■ How do I get a system that fully supports me in managing my
projects?
© 2013 SAP AG. All rights reserved. 5
Our Solution: SAP Commercial Project Management
Make every project business a best-run business
Extension to the SAP Business Suite leveraging
all the existing functionality (e.g. for opportunity
management, contract management, billing,
project structuring, procurement etc.)
Project Workspace as work environment for
project professionals that provides an integrated
view across systems and applications in order
to support the user to complete his tasks
Project Cost and Revenue Planning to plan
and forecast quantities, costs and revenues
throughout the complete project lifecycle (bid
stage, base line planning, execution)
Project Issue and Change Management to
systematically track project issues and change
requests.
Connect the end-to-end front-office reality to a
central and fully integrated ERP solution to
improve consistency of processes,
transparency, accuracy, and control
Highly usable and flexible User Interfaces
VALUE DRIVERS KEY FUNCTIONS
Monitor & Control Execute Plan Sell
Transparent and accurate project status (e.g.
on project financials), anytime, anywhere
Fast creation of reliable bid estimates using
Excel
Decrease percentage of un-approved change
requests
BENEFITS: EXAMPLES
PLANNED INNOVATION
© 2013 SAP AG. All rights reserved. 6
Agenda
Introduction
Processes and Scenarios
Functional Overview (including system demonstration)
Project Workspace
Project Financial Planning
Project Issue and Change Management
Preview on Mobile Applications
Summary & Outlook
Q&A
© 2013 SAP AG. All rights reserved. 7
Commercial Project Management Example End-to-End Process
Selling Planning Execution
Create CRM
opportunity
Create Master
Project
Review project
performance
Recording of
actuals
Send Estimate
to customer
CRM
Workspace
Workspace
Control & Monitoring
Account Manager
Project Admin
Project Manager
Project Estimator
Project Director
Perform Bid
Estimate
Fin. Planning
Create
purchase
order
ERP MM
Maintain project
team members
Maintain
reporting
attributes
Perform base
line planning
Workspace Workspace Fin. Planning
ERP
Monthly
Forecasting
Fin. Planning
Monthly Status
Reporting
Workspace
Trigger Billing
ERP SD
Review project
performance
Workspace
1
2
3
4
7 8 9 Create Change
Request
PICM / Fin. Plan.
10
11
12 13 14 15
16
17
Contract Setup
ERP SD
6
Worksp.
Setup WBS
structure
ERP PS
5
Worksp.
Worksp.
© 2013 SAP AG. All rights reserved. 8
Architecture of SAP Commercial Project Management
Component Architecture
SAP Netweaver 7.31
SAP ERP EhP6
CPD*
SAP Netweaver 7.31
Open architecture that supports different SAP ERP solution architectures at the customer, e.g.
■ Usage of SD & PS (for full functionality)
■ Usage of SD only
■ Usage of cProjects
■ Usage of SAP CRM or 3rd party CRM
■ Usage of 3rd party scheduling solutions
SAP Netweaver
New solutions
ERP
EhP6
SD & PS for full
functionality
PPM
cPro MRS
CRM
On-D
em
and s
olu
tions
Res.
3rd
CRM
3rd
Doc.
Mgmt.
Optional 3rd Party
Mandatory
Optional SAP (pre-built
integration)
New solutions
Proj.
Scheduling
IAM 1.0
PICM
■ New Add-On 1 (CPD)
Workspace and Financial Planning
Based on SAP ERP 6.0 EhP6
■ New Add-On 2 (PICM)
Project Issue and Change Management
Based on SAP Netweaver 7.31 and IAM (Issue
and Activity Management)
■ Can be deployed on same system or separately
Functional Architecture
PLANNED INNOVATION
*CPD = Commercial Project Delivery
© 2013 SAP AG. All rights reserved. 9
Agenda
Introduction
Processes and Scenarios
Functional Overview (including system demonstration)
Project Workspace
Project Financial Planning
Project Issue and Change Management
Preview on Mobile Applications
Summary & Outlook
Q&A
© 2013 SAP AG. All rights reserved. 10
Project Workspace: Motivation
Projects have many aspects:
Resources, Financials, Risks, Scope,
Schedules, etc
Fragmented Solutions force Project
Managers to use a multitude of
different tools to do their work. This
results in inefficiency, low
acceptance of solution and outdated
and inaccurate data.
Outdated and inaccurate data
prevents identification and mitigation
of risks and challenges hidden in
project portfolio and bid pipeline
Fragmented Solutions result in high
implementation efforts and custom
built add-ons.
Contracts
and Billing
Project
Scheduling
Quality
Assurance
Resource
Management Purchasing
Document
Management
Financial
Planning
Change
Mangement
Issue
Management
© 2013 SAP AG. All rights reserved. 11
Integrated View provided by Project Manager Workspace
Contracts
and Billing
Project
Scheduling
Quality
Assurance
Resource
Management Purchasing
Document
Management
Financial
Planning
Change
Management
Issue
Management
Project Manager Workspace
Enhanced user experience
providing a single view across
systems and applications
Better decision-making based
on up-to-date and accurate
information
Enhanced productivity of team
members, less time spent
searching and more time spent
on value-added tasks
Enhanced transparency about
project status allows tighter
monitoring and control to
reduce project risks
© 2013 SAP AG. All rights reserved. 12
Project Workspace: Key functions
PLANNED INNOVATION
Provide an integrated view of the project
• Bundling of existing business objects (e.g. CRM opportunity, SD order, PS project, cProject) via new master project object
Embedded analytics
• E.g. Cost Status Report, WIP Report, Progress Report
Configurable views dependent on user role
• Pre-defined views for Project Commercials, Procurement etc.
Enhanced Project Management
• Status Reporting & Trends
• Rule based Alerts
• Roles & Responsibilities
• Reporting Attributes
Contract Management Enhancements
• Rate Card Application
• Billing Plan Manager
• Billing Cockpit
© 2013 SAP AG. All rights reserved. 13
Agenda
Introduction
Processes and Scenarios
Functional Overview (including system demonstration)
Project Workspace
Project Financial Planning
Project Issue and Change Management
Preview on Mobile Applications
Summary & Outlook
Q&A
© 2013 SAP AG. All rights reserved. 14
Project Financial Planning Unified Project Financial Planning and Forecasting
PLANNED INNOVATION
Bid Estimate Baseline Plan Execution
Version 1
High-Level
Estimate Contract ... Execution
Version N
© 2013 SAP AG. All rights reserved. 15
Project Financial Planning Key Functions
■ Downstream integration to ERP (WBS, Network
activities, MRS)
Bid Estimate
PLANNED INNOVATION
Baseline Plan Execution
Version 1
■ Planning of labor, material, expenses,
3rd party
■ Planning Sheet
■ Version Management
■ Valuation Strategies
■ Transfer plan from
bid structure to
execution
structure
■ Bid Structure
■ Change Requests
■ Forecasting
■ ETC / EAC
High-Level
Estimate Contract ... Execution
Version N
Reporting
■ Version Comparison ■ Plan vs. Actual
© 2013 SAP AG. All rights reserved. 16
Architecture Financial Planning
ERP PS Project
WBS 1 WBS 2
WBS 1.1 WBS 1.2
Network
Activity 1
Activity 2
ERP CO
Project Financial Planning Hierarchical
Structure
WBS
Cost /
Revenue
Network
Activity
Cost
WBS elements and network activities
including date constraints
BW Cube
Resource Type Resource Rate Quantity Cost Revenue
Plan Line Item 1 Labor Project Mgr 800 20 16.000 20.000
Characteristics Key Figures (by period)
SAP BusinessObjects Analysis for Excel
SAP ERP
MRS
Resource
Request
cProjects ERP SD
Depending on assigned
object
BW-IP
Planning Engine
© 2013 SAP AG. All rights reserved. 17
Agenda
Introduction
Processes and Scenarios
Functional Overview (including system demonstration)
Project Workspace
Project Financial Planning
Project Issue and Change Management
Preview on Mobile Applications
Summary & Outlook
Q&A
© 2013 SAP AG. All rights reserved. 18
Project Issues
• Attachments
• Link to reference objects (e.g. SD orders, WBS elements)
• Assignment of partner roles
Change Requests
• Creation with reference to one or multiple issues possible
• Change Document History
• Collective Change Requests
Activity Management
• Activity Management for Issues and Change Requests
• Activities can be based on templates or can be freely defined
• Flexible rule definition to create new activities
Approval processes
• Internal and external approvals
Integration with Financial Planning
• Multiple Cost Estimation Alternatives per Change Request supported
Project Issue and Change Management: Key functions
PLANNED INNOVATION
© 2013 SAP AG. All rights reserved. 19
1. Cross-project view: Overview of projects within responsibility
2. Review analytics (cost status, progress, WIP)
3. Perform forecasting
4. Record an issue
5. Record status for management reporting
6. Trigger billing
System Demonstration: A day in a life of a project
manager
© 2013 SAP AG. All rights reserved. 20
Agenda
Introduction
Processes and Scenarios
Functional Overview (including system demonstration)
Project Workspace
Project Financial Planning
Project Issue and Change Management
Preview on Mobile Applications
Summary & Outlook
Q&A
© 2013 SAP AG. All rights reserved. 21
Mobile Project Pad (Concept) Based on SAP Commercial Project Management 1.0
Use Case
Review of engagements within own responsbility
Preparation of visit to client (WIP, A/R status etc.)
Business Value
Early identification of project risks
Transparent and accurate status on engagements
Get accurate and real-time information on engagements
© 2013 SAP AG. All rights reserved. 22
Digital Issue Management (Concept) Based on SAP Commercial Project Management 1.0
Use Case
Capture issue with smart phone camera, make
annotations with fingers, invite other project staff
and send it to project office. (SAP)
Business Value
Eliminate delay in reporting issues
Empower project staff to report issues instantly
Reporting project issues made simple
Click Annotate Invite
© 2013 SAP AG. All rights reserved. 23
Digital Checklists & Project Issues by Mind Tree Based on SAP Commercial Project Management 1.0
Use Cases
Issue update from supervisor on a pre-defined
checklist
Prioritization of issues and managing supervisor
schedule.
Ability for both offline and real time reporting on
issues
Ability to create Issues
Business Value
Eliminate paperwork related to Supervision checklists
Capture progress information accurately with Digital
media (Photos/Video)
Manages supervisor schedule and calendar.
Supervisor checklist for managing issues digitally
Availability
Preview version: March 2013 (available via Apple store)
Integrated version : April 2013 (available on SAP Store)
© 2013 SAP AG. All rights reserved. 24
Commercial Project Dashboard by Mind Tree Based on SAP Commercial Project Management 1.0
Use Cases
Browse status information of multiple projects
Dive into cost and revenue information
Get trend, alerts & notifications of your projects
Dive into earned value analysis
Business Value
Provides Project managers and Execs real time data
of key project parameters
Draws manager attention to any critical project
related event providing alerts
Project dashboard to monitor and manage multiple projects
Availability
Preview version: March 2013 (available via Apple store)
Integrated version : April 2013 (available on SAP Store)
© 2013 SAP AG. All rights reserved. 25
Agenda
Introduction
Processes and Scenarios
Functional Overview (including system demonstration)
Project Workspace
Project Financial Planning
Project Issue and Change Management
Preview on Mobile Applications
Summary & Outlook
Q&A
© 2013 SAP AG. All rights reserved. 26
Summary
SAP Commercial Project Management extends the
SAP Business Suite and improves the end-to-end
process coverage of customer projects
User friendly and flexible user interface with focus on project
/ engagement
Easy integration into existing solution architectures
Complete view on all project relevant aspects (resources,
financial planning, billing, procurement, status, issues,
change management etc.)
Benefit
Increase profitability of projects through increased insight
and control
Enhance employee productivity
Language availability*
English, German, Spanish, French, Japanese, Portugese,
Russian, Chinese
*as of February 2013
PLANNED INNOVATION
© 2013 SAP AG. All rights reserved. 27
Rapid Deployment Solution
for SAP Commercial Project Management
Services
• Fixed scope and price ➜ maximum
predictability & lower risk
Content
• Proven business value through best
practices, implementation accelerators &
tools
Enablement
• Accelerated solution adoption through
guides & educational materials
© 2013 SAP AG. All rights reserved. 28
Development Outlook
It is planned to continue developments in the area of commercial project
management
• Continuous improvements of existing functionalities / Round-offs
• New functions
If you are interested to participate in respective customer engagement
activities please let us know
• Contact: Martin Effenberger ([email protected])
FUTURE DIRECTION
© 2013 SAP AG. All rights reserved. 29
Upcoming Webinars
Registration under: http://scn.sap.com/blogs/cpm
Topic Presenter Date Time
Project Workspace Andy Sargent Friday, March 8th 9 am CET
4 pm CET
Project Cost and Revenue
Planning
Jonathan Rhodes Friday, March 15th 9 am CET
4 pm CET
Project Issue and Change
Management
Michael Kastner Friday, March 22nd 9 am CET
4 pm CET
© 2013 SAP AG. All rights reserved. 30
Q&A
Thank you
Contact information:
Martin Effenberger
T +49 6227 7 44166