2013.06.20 expert session sap ppm @ expertum - a complete and up-to-date guide to sap portfolio &...

SAP Portfolio and Project Management

Expert Solution Overview & Outlook

Jeroen De Roeck Competence Lead PLM

Expert Session SAP Portfolio and Project Management

19:00 Introduction and Solution Overview SAP PPM

19:30 Live Demo Session

20:15 PPM RDS Overview

20:25 Outlook to SAP PPM 6.0

20:30 Networking Drink

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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)

Introduction Expertum

3

Facts

•Founded in April 2006 by 2 ex-SAP Belux employees

• Team of 50+ SAP Experts and Project Managers

• Partnerships

Gold

http://www.etic-handvest.be/

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)


Expert Session

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Tactical – Project Level Project work orchestrates activities that result in detail

information in the core systems (e.g. Material, Work Order,

BOM, recipes etc.). Early anticipation of upcoming issues on

time, scope or budget and taking the right measures requires

detailed insight into this information.

Efficient management of changes requires fast and simple

simulations based on very granular information, e.g. resource

availability, skills etc.

Strategy – Portfolio Level Efficient monitoring requires aggregated information from

project management and core systems

Decision Making may require detail information on budget,

timeline or associated data, e.g service orders

Fast and simple Simulation Capabilities necessary for smart

Investment Decisions

Financial Data Project

System FI/CO

Resources

HR

Time

(CATS)

Others

SAP Project

Management SAP PPM

Projects

Project-

system

Analytics Portfolio Management

Enterprise Portfolio and Project Management - Challenges

MRS

Integrate

Initiate Aggregate

R&D

PLM

EHS

Project

Connection

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SAP’s Enterprise Portfolio and Project Management - Solution

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

Portfolio Management

Idea Management

Project Connection

Project Management

Resource Management


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“Core enterprise processes

& Activities” Operations - Level

Financial Data Project

System FI/CO

Resources

HR Time

(CATS)

Sales & Logistics

SD / CRM

MM / SRM

“Project Management

and Execution” Tactical Level

Others

SAP Project

Management PPM

Projects

Project-

system

Analytics Portfolio Management “Managing and

monitoring the portfolio

& programs” Strategic Level

Enterprise Portfolio and Project Management - Building Blocks

PP / SCM

SAP Commercial

Project Management

Workspace

Issue and

Change

Mngmt

Financial

Planning

MRS

Integrate

Initiate Aggregate

R&D

PLM

EHS

Project

Connection

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Portfolio and Project Structures in SAP PPM Strategic & Operational Portfolio Management

Portfolio

hierarchy

Portfolio

items

Initiative

(program)

Review

Classification

hierarchy

Project definition

Operational Project Management

Strategic & Operational


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Portfolio and Project Structures in SAP PPM Operational Project Management

Portfolio Item

Project definition

Operational Project Management

Strategic & Operational Portfolio Management

Phases

Tasks

Sub-tasks

Checklists

Checklist items

Project roles & resources

Sub-project

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Introducing Resource Management

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Typical Business Scenarios to illustrate the breadth of the application

Product development, for optimizing strategic resource allocation and financial management in the innovation process and analyzing the impact of product innovation investments on overall business performance

IT portfolio management, for making well-calibrated investments in the most promising IT solutions, monitoring portfolio performance for agility and speed, and significantly reducing operating costs through efficient resource allocation and sourcing

Capital portfolio and project management, for assessing risks in investment opportunities, setting priorities among initiatives, and governing the execution of projects

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In the system: Portfolio Planning - Dashboard Portfolio Buckets

Key process flows covered

Top-down budget definition on the portfolio level

Budget assignments to project proposal

Project proposal creation and high-level financial and capacity planning

Consolidation and verification of the project proposal list

Approval preparation; budget approval and adjustment

Review of planned projects and approval for project execution

Portfolio Planning - Dashboard Portfolio Buckets Central access point to create, open and maintain portfolio buckets

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In the system: Portfolio Planning - Dashboard Portfolio Items








Portfolio Planning - Dashboard Portfolio Items Central access point to create, open and maintain portfolio items. Different views can be defined by the user.

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In the system: Portfolio Planning - Portfolio Items








Portfolio Planning - Portfolio Items Item overview screen to create and maintain item data

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In the system: Portfolio Planning – Capacity Planning








Portfolio Planning – Capacity Planning Maintain capacity planning per item. The structure has different views and can be customized according to customers needs.

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In the system: Portfolio Planning – Financial Planning








Portfolio Planning – Financial Planning Maintain the financial planning data on portfolio bucket level. The structure has diffident views can be customized according to customers needs.

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In the system: Portfolio Planning – Financial Planning








Portfolio Planning – Financial Planning Maintain financial planning per item. The structure has diffident views and can be customized according to customers needs.

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What’s included Business benefits

• Provides the visibility and functionality needed to help project managers keep projects closer to budget

• Supports transparency into resource planning for critical resources

• Helps drive project management standardization to achieve a uniform, companywide project management approach for different types of projects

Project Management: scope and benefits

• Sophisticated project management methods to drive transparency into project cost and resources

• Project templates to leverage best practices for different types of projects

• Role-based resource management concept to:

• Assign adequate resources to different tasks

• Enable an extended staffing process where line managers are responsible for the staffing

• Provide improved transparency into critical resources

• Ability to leverage functionality of SAP ERP for:

• Project accounting

• Time confirmation using cross-application time sheets

• Capture of actual costs

• Execution of status reports to control project progress and to evaluate if the project is in time and on budget

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In the system: Project Planning – Graphical View


Project creation and project structuring

Resource management by project manager or line managers

Project calculation and accounting object assignment

Transfer of calculations to financial and capacity planning on the portfolio level

Project baseline creation and release of project for execution

Task execution and time recording

Project reporting and adjustment

Project closure Project Planning – Graphical View Create project elements and maintain project master data, for example: tasks, phases, checklists. Change schedule by moving elements on the Gantt Chart. Drag and Drop elements in the project structure tree.

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In the system: Project Planning – Staffing Overview









Project closure Project Planning – Staffing Overview Create and maintain roles, assigned tasks to roles and staff resources

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In the system: Project Planning – Accounting Overview









Project closure Project Planning – Accounting Overview The project management accounting is based on the easy cost planning of the ERP and can be performed along the project structure or along roles

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In the system: Project Management – Project Accounting View









Project closure Project Management - Project Accounting View The project management accounting is based on the easy cost planning of the ERP and can be performed along the project structure or along roles

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What’s included Business benefits Helps keep projects aligned with the portfolio strategy

Supports decision-making for new projects and project changes

Helps introduce project portfolio governance in the monitoring process

Portfolio Monitoring: scope and benefits

Continuous process to verify that all projects are running on time, to scope, and on budget and to ensure that all risks are effectively mitigated.

Enablement of organizations to handle necessary project changes on a portfolio level that are related to:

Budget overruns

Budget cut

Scope and portfolio strategy changes

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In the system: Review – Item Dashboard


Budget overruns and item review:

o Change planning and request for budget change

o Review creation and approval preparation

o Approve and adjust budget

Budget cut:

o Define and adjust top-down budget



o Adjust project planning Review – Item Dashboard Manage a review for new project proposals, planned projects, or operational projects

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In the system: Portfolio Monitoring – Schedule Chart of Items in Review






Budget cut:




o Adjust project planning Portfolio Monitoring - Schedule Chart of Items in Review Schedule chart for items in a review

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In the system: Portfolio Planning – Financial Planning Chart Item






Budget cut:




o Adjust project planning Portfolio Planning - Financial Planning Chart Item Approved project budget vs. current planned project costs vs. actual project costs from January to June.

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In the system: Item review using SAP Business Objects Explorer to display the content of an item dashboard

Item Review – Correlation Bubble Chart for Items Assessed Risk vs. Technical Success Bubble Chart (Example: Using SAP Business Objects Explorer to display Item Review Dashboard)

Disclaimer: The following are alternative visualizations of item reviews using the SAP Business Objects Explorer. The SAP Business Objects Explorer is not a part of the SAP Portfolio and Project Management rapid-deployment solution for IT management (license).

Item Review – Bar Chart for Items Development Costs and Net Present Value Bar Chart (Example: Using SAP Business Objects Explorer to display Item Review Dashboard)

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


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 SP10

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 46 days

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Demo Scenarios

Portfolio Manager view: Prepare Project Proposals Create Project proposals in the bucket structure Detail proposal with relevant information Perform High Level Capacity and Financial Planning Portfolio item dashboard

Project Manager View: Initiate Operational Project Generate project from item Perform Scheduling Perform Staffing

Project Manager View: Project Monitoring Time recording in CATS Project Dashboards for Follow up Resource and Staffing Overview

Portfolio Manager View: Portfolio and Budget Monitoring Portfolio Items Dashboard and Metrics Reporting

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Key Benefits of SAP PPM

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 or PS Projects

Fast start approach is possible, easy to deploy

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New market reality...

“The 2008 recession led to a change in customer buying behavior… Big complex Suite implementations and upgrades are out, while smaller easier-to consume innovative applications are in” - Gartner, January 2009

SAP Business All-in-One

FastStart Methodology

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SAP Rapid Deployment Solutions

Fast

Quickly address specific needs

Gain fast time to value with seamless rapid-deployment tools, embedded best practices

Speed end-user adoption with guides and educational materials

Simple

Clearly priced services and project time frames – help ensure a predictable outcome

Modular yet integrated solutions – help ensure long-term landscape integrity

Support across all environments (on-premise, mobile, and cloud) – leveraging the cloud to accelerate projects and deployment

A complete solution

Deployed in weeks

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What’s in each solution?

Software

Quickly address the most urgent business processes

Content

SAP-supported best practices, templates, and tools make solution adoption easier

Enablement

Guides and educational material speed end-user adoption

Service

Fixed scope and price provide maximum predictability and lower risk

SAP Rapid Deployment solutions

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RDS Solution available @ Expertum

RDS PPM IT Management

RDS PPM Portfolio Monitoring

RDS PPM Innovation and Product Development

RDS PPM Portfolio Analysis

http://www.expertum.net/download.php?folder=files&file=Expertum_RDS_PPM_IT1.pdf

http://www.expertum.net/download.php?folder=files&file=Expertum_RDS_PPM_Portfolio_Monitoring1.pdf

http://www.expertum.net/download.php?folder=files&file=Expertum_RDS_PPM_Portfolio_Monitoring1.pdf

http://www.expertum.net/download.php?folder=files&file=Expertum_RDS_PLM_Innovation_and_Product_Development1.pdf

http://www.expertum.net/download.php?folder=files&file=Expertum_RDS_PPM_Portfolio_Analyses3.pdf

http://www.expertum.net/download.php?folder=files&file=Expertum_RDS_PPM_Portfolio_Analyses3.pdf

../RDS Content for Website/Expertum RDS PPM IT.pdf

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How can SAP HANA support overcoming the challenges of Portfolio and Project Management?

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SAP’s In-Memory Data Management innovation Providing real-time platform for enterprise applications

A common Database Approach for OLTP and OLAP Using an In-Memory Column Database Hasso Plattner

Analyze Accelerate Transactions + Analysis directly in-memory

VS

Transact

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Challenges in SAP PPM today when reporting

Lack of granularity in reporting

Financials(CO/PS)

Resources (HR)

…(PLM, CATS, PM…)

aggregate

SAP PPM Portfolio Data

Project Data

+ Aggregated Information from Core Systems

Enrich data from Core Systems

Extract

OLAP

SAP PPM

+ SAP PS/CO

+ SAP PLM

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Leveraging SAP HANA in PPM

Virtual Data Model

Project System

Virtual Data Model Portfolio and Project

Management

Virtual Data Model CO

Virtual Data Model CO

Real-time Reporting based on System information directly in PPM

Virtual Data Models powered by SAP HANA

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SAP Portfolio and Project Management 6.0 At a Glance

Why a release dedicated to performance? Make SAP Portfolio and Project Management ready for SAP‘s strategic innovation platform SAP HANA Optimize code to handle more data and avoid performance bottle necks

What are the consequences for customers? SAP Portf. and Proj. Mgmt 6.0 is a normal release running on both standard relational databases and SAP HANA All customers can upgrade to PPM 6.0 On all DB platforms, functionality is equal, but performance is different

Transactions + Analysis directly in-memory

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Planned HANA Optimizations for SAP Portfolio and Project Management

Optimization for Project Management Faster access to information

– Project Dashboard – Task Dashboard

Update multiple Tasks Search Evaluations and Thresholds

Optimization for Portfolio Management Faster access to information

– Item and Initiative Dashboards – Metrics

Financial and Capacity Planning - Bucket Rollup Archiving of Portfolio Elements Enhanced Calculation of Financial KPIs Object Link to SAP Environmental Compliance facility

HANA DB

CR

M

SCM

SRM

PP

M

ERP

VD

L

SAP Business Suite B

W

Ap

ps

HANA DB

SAP PPM

BW

Ap

ps

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Enhanced Calculation for Financial KPIs

Portfolio Item and Initiative

Aggregated Values for

- Planned Revenue(Total/YTD)

- Actual Revenue(Total/YTD)

based on Financial Planning

Calculation of

- NPV

- ROI

- IRR

- Payback Period

- ECV based on Financial Planning

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SAP Portfolio and Project Management 6.0 Ramp Up

When is SAP Portfolio and Project Management 6.0 available?

• Planned Ramp up Start: 21st June 2013

• Planned General Availability: 20th Dec 2013

Where can I find more information on Ramp up?

• PPM 6.0 Ramp up

• General Info on Ramp up Process

Transactions + Analysis directly in-memory

http://service.sap.com/~form/sapnet?_SHORTKEY=01100035870000761560&

http://service.sap.com/~form/sapnet?_SHORTKEY=01100035870000445244&

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Any questions? Jeroen De Roeck

Competence Lead PLM

+32498327188 [email protected]

2013.06.20 expert session sap ppm @ expertum - a complete and up-to-date guide to sap portfolio &...

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Transcript of 2013.06.20 expert session sap ppm @ expertum - a complete and up-to-date guide to sap portfolio &...