Premier Partner: Supported by: Produced by:
Sep 27, 2015
Premier Partner: Supported by: Produced by:
David Beach PartnerPro PPM (USA)
An Overview Portfolio and Project Management Functionality
The Evolution of Project Management Tools: The 80s
Tools of Trade
Plan
Paper FormsManual Signatures
IT Limit Prepare/StoreMeetings
Phone CallsMastering Project & Portfolio Management with SAP 2012 | 3
The Evolution of Project Management Tools: The 90s
Advancement of Tools
Electronic FormsPMO Office Standards
LAN Directories
Process ToolsProcess Analysis
Mastering Project & Portfolio Management with SAP 2012 |
The Evolution of Project Management Tools: The 00s
Social Media / iAnything
Visual DesignSimple User Friendly
Project Management Standards
ERP Best Practices
Main Message
Big Change! Real Fast! Web Based Everything. Many Project Management Fads Come and Gone. Mid Point Things Got Too Complex, Many Costly Mistakes,
Processes Broke Down, Systems Became to Costly. The Industry Got Smart, Learned and Improved and Finally
Has Matured. SAP PPM and Other Applications are the Result.
Capitalize of This History of Project Management Software Evolution.
David Beach, Pro PPM, SAP Project Systems / PPM
17 Years SAP as Project Systems and PPM Independent
TelecommunicationsUtility (water, electric)LegalPharmaceuticalHi Tech ManufacturingAutomotive (R&D)Music and EntertainmentMiningChemical ManufacturingEngineering and ConstructionPublic SectorNon Profit (NGO)
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Pro-PPM USA
Pro - PPM Firm USA Based that Specializes in SAP Project Systems and PPM. Pro-PPM Tom Martin (Last Years Key Note Speaker) [email protected] [email protected] www.pro-ppm.com Resources with experience implementing:
PPM experience spans all product releases of PPM (xRPM, cProjects) Project Systems veteran SAP resources that started in the early 90s Business experience as portfolio and project managers
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What Ill Cover
What is a Portfolio and Project Management system (PPM)? Who are the competitors? Industry Evaluations? Why SAP PPM vs. Standalone Third Party PPM? PPM Realization Methods? PPM Industry Best Practice Examples How Industries are Using
PPM. PPM Technical Architecture and How it Integrates to Other Modules
and Applications Key Functionality Overview / Where ROI can be Realized.
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SAP Project Systems
The Good Stuff Brings together project accounting
and logistics that is fully integrated in real time.
Built in Information System with drill down to source documents
Scalable solutions that fit all projects in any industry.
Centralized transactions Project Builder and Planning Board, single transaction to accomplish most project functions.
The Not So Good Stuff Difficult to use and screens not
optimally user friendly Time consuming process for
planned projects No portfolio integration Too much detail, difficult to focus
on areas that need attention Too many options available,
confuses users. Large training and retraining
required.Mastering Project & Portfolio Management with SAP 2012 | 10
SAP Responds, PPM is Created
xRPM and cProjects the original names. SAP renamed xRPM to PPM (Portfolio and Project Management) to
align with the industry name. SAP is on the 4th release (worked through the bugs and expanded
functional offerings). Current Version PPM 5.0:
SAP has focused on input from customers and industry product rankings. Industry specific solutions available, including rapid deployment
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ECC Project Pain Points Lack of insight into project pipeline Decision making process is not transparent Limited project resources Inaccurate project and resource forecasts (rolling forecast concept missing) Lack of project and capacity visibility No portfolio visibility, cost control and profitability ECC PS information overload, lost in details Project managers spending too much time in PS, not enough time project managing Lack of training, lack of available skilled resources with PS Incomplete project data, large exceptions to process Too many places to go to accomplish job functions Too many options in ECC transactions Departments created just to do SAP PS functions
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What is Portfolio and Project Management
PortfolioManagement
Project Management
Resource Management
ECC Integration
BI/Portal Integration
Dashboards
Folders Collaboration
User Friendly Transactions
Single Source Portfolio / Project
Focus on Issues (No Info Overload)
Future Planning / What If
Integrated ECC, Portal, BI
Portfolio and Project Management
Volumes of transactional data behind the scenes Focus attention to where attention needs to be focused Visual design of screens and transactions important to accomplish above Single method to execute transaction not a 100 ways to do something Eliminated learning curve, execution self explanatory Project managers can be project managers, not project administrators Portfolio managers can be strategic, not number crunchers Using portal iVIEWS embedded from PPM to other SAP transactions (ie. BI
reports, ECC transactional views* [dev])
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Forrester PPM Industry Evaluation
The Forrester Wave: ProjectPortfolio Management, Q4 2009
SAP 4.5 Solution Received Top Marks and Ranked in Its Top Tier
Forrester defines the top tier to be CA, Oracle, HP, SAP, and Planview
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Gartner Group Industry Evaluation
Magic Quadrant for IT Project and Portfolio ManagementSpecific to managing IT projects
"Existing SAP customers can leverage SAP as a single source for portfolio-level reporting with emphasis on cost-benefit analysis..
Weakness identified, not suited if not an existing SAP customer.
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Report References
The Forrester Wave: Project Portfolio Management, Q4 2009 by Margo Visitacion and Tim DeGennaro for Application Development & Program Management Professionals. Full report available at www.forrester.com or SAP has license copy available on
their website www.SAP.com. Magic Quadrant for IT Project and Portfolio Management. Gartner
RAS Core Research Note G00200907, Daniel B Stang, 7 June 2010 Full report available at http://www.gartner.com
Look for more current analysis and reports are recommended
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Why SAP PPM?
SAP Portfolio and Project Management is top rated by industry Bottom line:
Benefits of a fully integrated, real time based system. Third party systems for PPM and ECC:
Costly interface. Leads to reduced scope and not so real time information. The entire point of PPM is to give senior, portfolio and project managers
information in time so that action can be effective. Why get into software development and interface a third party to ECC PS? ECC Project Systems due to multi level, multi objects creates complication to
interface return of third party system diminished due to loss of real time and interface development and maintenance.
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Resource Management
There are 5 levels of Resource Management in SAP Portfolio Bucket
Portfolio Item
Project Role
Project Resource
Qualifications
High-level planning offers strategic forecasting and scenario
planning
Detailed planning offers task assignment and qualification
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INFORMATION TECHNOLOGYREQUEST FOR CHANGE
Bose Corporation
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Business Process
The purpose of the Request for Change (RFC) Process is to collect and deliver information to the respective project review board to disposition proposed and monitor approved projects
The review board dispositions based on business value and resource availability
Business or Service Units
Engagement Management/
SolutionArchitect
IT-PRCIT-PRB
IT-PRBIT-PRC
ProjectManagement
ProjectManagement
IT-PRBIT-PRC
ProjectManagement/
Business
Project ManagementPPMO
Design Solution(Blueprint)
Built Solution(Realization)
Testsolution(Realization)
Finalizesolution
(Final Prep.)
Go Live And Support(Go Live and Support)
CloseProject
Identifyimprovement opportunity Create
projectproposal
Approve project
proposal
Charterproject
Plan Project
(Project Prep.)
Approveproject
charter
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Portfolios
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Project Item and Questionnaires
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Capacity and Financial Planning
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RESOURCE MANAGEMENTPPM
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Resource Management
There are 5 levels of Resource Management in SAP Portfolio Bucket
Portfolio Item
Project Role
Project Resource
Qualifications
High-level planning offers strategic forecasting and scenario
planning
Detailed planning offers task assignment and qualification
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Resource Management: Portfolio Level
Resource Management: Item Level
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Resource Management: Project Level
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Resource Management: Multi-Resource Scheduling
Understand Risk Adjusted Pipeline Demand for Role-Level Capacity Planning
Soft Book Individual Resources
Hard Book Individual Resources
SoldCommittedPipelineTimeToday
18 Month Project Manager Capacity vs. Demand
Balanced by Cross-Project Scheduling Tools
Use sub-Contractors to plug short term gap and start hiring to meet future demand
Use overcapacity to train new project managers
Ramp-up New Hires
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Resource Management: MRS Planning Board
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Reporting
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RESOURCE MANAGEMENTBMS
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Business Application: BMS
Capital Planning and Budgeting Project Lifecycle Automatic AFE Approval Processing SAP / ECC Integration Integrated with Project Systems and Investment Mangement
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Dashboard and Configurable Gate Reviews
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Cost Benefit and Adobe Form Approvals
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Approval Web Work Flows and Audit Trails
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Approval Triggers ECC Project Creation
Final Approval Triggers
Automatic Project Creation in PS, Networks and Activities
Fully Populated
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iViews to ECC SAP Transactions
Monthly, Quarterly
Projections Recorded in
Custom iView
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RESOURCES AND TECHNICALPPM
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Organization Aligned To Third Party Application
If SAP ECC runs your company, reconsider as with any interfacing strategy your company is faced with: Costly custom development. Error prone, difficult to achieve real time information. Often leads to duplicating some job functions.
SAP Enterprise Project Connection Application Integrates SAP project (ECC PS and/or SAP PPM) data with external third party PPM
systems. Example Primavera P6 Or scenario if you dont have ECC project systems. Eliminate custom development in exchange for configuration. System of ownership object concept Reduce Errors and cost of ownership
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PPM Architecture
PPM 5.0(Also Available As Ready to Run
Rapid Deployment)
SAP NETWEAVER 7.0EHP1, EHP2 or EHP3
orSAP NETWEAVER 7.3
EHP1
Support Stack 01-08SAP enhancement package 5 for SAP
ERP 6.0
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Portfolio and Project Management Resources
http://help.sap.com/ppm SAP Press Portfolio Management with PPM and cProjects http://www.sap.com/solutions/business-
suite/plm/featuresfunctions/index.epx
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Technical Information
Important with any SAP function or application to implement to read the OSS FAQs to assist in your PPM project cost proposal:
Note 1377104 - FAQs - SAP Portfolio and Project Management 5.0 Note 1568504 - 5.0: Administrator Personalization Web Dynpro ABAP 1377081 - PPM 5.0: Performance Sizing SAP Portfolio and Project Management, Version 5.0. December 2010 1402912 - PPM 5.0: Supported Browsers, Java versions, etc.
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Workshop
Further details to be provided in the workshop: Detail review of BMS Capital and R&D Portfolio and Project Process Detail review of Bose IT Capital Change Request Management Process Interactive Workshop Solution Architect Your PPM System
Mastering Project & Portfolio Management with SAP 2012 | 45
How to contact me:David BeachPro-PPM
Email [email protected] [email protected] + 1 949 212 8055
DavidDonaldBeach
Premier Partner: Supported by: Produced by:
Slide Number 1David Beach PartnerPro PPM (USA)The Evolution of Project Management Tools: The 80sThe Evolution of Project Management Tools: The 90sThe Evolution of Project Management Tools: The 00sMain MessageDavid Beach, Pro PPM, SAP Project Systems / PPMPro-PPM USAWhat Ill CoverSAP Project Systems SAP Responds, PPM is CreatedECC Project Pain PointsWhat is Portfolio and Project ManagementPortfolio and Project ManagementForrester PPM Industry EvaluationGartner Group Industry EvaluationReport ReferencesWhy SAP PPM?Resource ManagementInformation Technologyrequest for ChangeBusiness ProcessPortfoliosProject Item and QuestionnairesCapacity and Financial PlanningResource ManagementResource ManagementResource Management: Portfolio LevelResource Management: Item LevelResource Management: Project LevelResource Management: Multi-Resource SchedulingResource Management: MRS Planning BoardReportingResource ManagementBusiness Application: BMSDashboard and Configurable Gate ReviewsCost Benefit and Adobe Form ApprovalsApproval Web Work Flows and Audit TrailsApproval Triggers ECC Project CreationiViews to ECC SAP TransactionsResources and TechnicalOrganization Aligned To Third Party ApplicationPPM ArchitecturePortfolio and Project Management ResourcesTechnical InformationWorkshopSlide Number 46How to contact me:Slide Number 48