Fast Track Project Management with SAP PPM in 30 days! Managing projects with SAP PPM

SAPience.be User Day ’13March 21, 2013

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How Cavalier uses SAP PPM in order to manage their projects

Felix VerdegemCEO, Cavalier

Jeroen De RoeckPLM Competence Lead ,Expertum

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Agenda

Introduction

Business Challenges in Managing Projects

Solution Overview

User Experience

System Landscape

Fast Start implementation approach

Key Benefits

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Introduction Cavalier

Company Presentation Cavalier

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- Felix Verdegem, CEO

- Since 1996, no sugars added chocolate- Inspired by sweeteners from Stevia- Created a range of Stevia chocolate products since 2007

- 2011 implementation of SAP and launch of “Stevia-chocolates” - 2012: 55% growth with award winning products… and SAP.

- Project management: - Getting the right things done, - Correctly - Within the dedicated time schedule and budget.

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Introduction Expertum

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Facts• Founded in April 2006 by 2 ex-SAP Belux employees• Team of 50+ SAP Experts and Project Managers• Partnerships

Mission• Exceed client expectations by providing top-quality expertise• Provide our people a safe environment for personal and professional growth

Strength• Highly skilled & experienced SAP consultants in all SAP areas, combined with a wide industry knowledge in several domains• First (and still only) IT services provider on the Belgian market to receive coveted SAP certificate for quality management (AQM)

Gold

Knowledge Management

-Product &

Service Development

Project Management

(PM)Supply Chain Management

(SCM)

Product Lifecycle

Management (PLM)

Application Lifecycle

Management (SolMan

+NW)

Governance, Risk, and

Compliance (GRC)

Business Intelligence

(BI: BW + BO)

Finance & Controlling

(FI/CO)

Expertum Competence Areas

Focus PLM team

• Portfolio and Project Management (PPM)

• Enterprise Asset Management (EAM)

• Product Lifecycle Management (PLM)

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Business Challenges in Managing Projects

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PM and PPM in a wider Quality management perspective:

Process layout e.g.

Running business PM Maintenance and Troubleshooting

PPMProjects

Asset management Work Instructions for normal use of equipment

- Maintanance (planned)- Repair (unplanned)

- New equipment;- New methods;

Human resources Normal time sheets, order processing,…

- Periodic evaluations; - Incident, accident.

- Recruitment;- Training;

R&D & QM Testing of incomming and outgoing products

- Periodic tests, int. audits;- Complaint.

- New product;- Developments;- External audits;

Sales Account management;Order management; Customer contact;

- Quarterly reports;- (Possible) Loss of Customer, listing,…

- Marketing activities; - Exhibitions;

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Solution Overview PPM

Formerly two Solutions• cProjects

• RPM (Resource and Portfolio Management)

Since 2011 SAP PPM 5.0• Consolidated to ‘one

product’ with UI alignment

• All screens in Webdynpro

• NWBC or Portal Integration

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Solution Overview

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• Manage investment opportunities • Govern execution of projects • Monitor portfolio performance

• Execute projects in time, budget, and scope

• Detailed project planning

• Staff projects• Manage project resources

and utilization• Align demand and supply

• Collect and rate ideas• Assess feasibility• Turn into product/project proposals

• Exchange project information• Connect to 3rd party tools• Assure data consistency

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Processes in scope

Currently used: Project Management and Resource Management

Goal is to plan, implement, and control different projects running in the Cavalier organization

First focus on • R&D projects

• Marketing project

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Resources

Time

Human Resources

Financial data

Financials/ Controlling

Project Accounting

SAP ERP

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Project Management in PPM

High level process flow

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Proj

ect M

anag

erPr

ojec

t mem

bers

Project Initiation

Project planning

Execute Tasks

Reso

urce

Man

ager

Assignment of project members

Deliver Checklist Items.

Time Registration

FOLLOW UPMaintain Issue List

Project Start

Project End

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Project Management in PPM

Process Step:

Project Initiation: • Project creation from

template

• Adapt template

• Prelimenary Project planning

Benefits:

Low entry step to create new projects for project managers

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Project creation in just 1 minute

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Project Management in PPM

Process Step:

Resource allocation:• Assign people to roles in

accordance to availability

Benefits:Quick overview of possible resource constraints early in the planning phase

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Project Management in PPM

Process Step:

Project Start/Scheduling:• Determine Start and end dates of

tasks/phases.

• Final project planning before start.

• Create Version/Snapshot (Baseline)

Benefits:Visualization of phases, tasks,dependencies, critical path,….

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Project Management in PPM

Process Step:

Execute Tasks/Deliver Checklist Items:• Assigned tasks are visible in the

“My tasks” list for project members

• Employees can upload documents with the deliverables to the PPM system

Benefits:Transparent overview on activities for both project manager and team members

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Project Management in PPM

Process Step:

Time registration via CATS:• PPM task appear in CATS

timesheet

Benefits:Fully integrated time the company time recording process

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Project Management in PPM

• Project Dashboard

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Project Management in PPM

Actuals from projects are booked on internal orders structured in groups to reflect the different project types

Clear view on Budget/Planned/Actual

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User experience

User friendly NWBC screens with role based navigation

Organized via PFCG back-end roles

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Project Manager Project Member

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System Landscape: SAP PPM applied as add-on on ECC

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Portfolio Management

Project Management

Portfolio Monitoring

Inte

grat

e

Resources

Time

Human Resources

Financial data

Financials/ Controlling

Project Accounting

Aggregate

SAP ERP

SAP Portfolio and Project Management 5.0 SP9

SAP ECC 6.0 EhP6

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Fast Start Implementation Approach

Project Kick-off with a fully functional DEV system

Configuration based on Expertum Project Management Best Practices

All standard SAP, no development

Customer specific configuration: Project dashboards and alerts

Business Preparation of project templates directly in the Production system

Project Delivery to Go-Live in 32 days

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Key Benefits

Fully integrated in the existing SAP landscape• In most cases no further 3rd party tools required

Single source of truth for project information• Improvement in way of working can be valorized for re-use via

templates

Scalable solution, low entry start and grow further

User friendly UI, fully integrated in NWBC• Very little training efforts

Full ERP backend integration for the Financials• Costs to Internal Orders organized in groups

Fast start approach is possible, easy to deploy

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Thank you!

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