RBpoint Project monitoring and collaboration. Brief introduction

Transcription

1 RBpoint Project monitoring and collaboration Brief introduction Munich, 2015

2 RBpoint is designed to help you achieve your overall project goals helps you design your project structure, responsibilities, timeframes and targets allows you to monitor the implementation progress and financial benefits of all activities is a joint collaboration platform for a large number of users both for clients & consultants is an user friendly web application, based on MS SharePoint is flexible and can be tailored to the client's requirements benefits from ongoing improvements based on our consultants' feedback requires no license fees 2

3 RBpoint is suitable for use on a wide variety of project types in particular, projects with a strong focus on implementation Merger projects > Handling highly complex projects and tight time schedules > Integrating synergies and stand-alone plans Transformation projects > Reorganization projects > Multi-project management > Detailed planning of actions to improve earnings and boost liquidity Restructuring projects > Quickly establishing an IT platform for designing and implementing new processes Process optimization 3

4 Success of the project will also rely on the cultural change which can be realized Involvement Members of all units and from all levels work together in the program and have to participate in the process Responsibility All improvements are allocated to one dedicated person, each unit receives an improvement target Accountability Implementation success strongly depends on personal commitment of employees Cost consciousness Higher cost transparency and awareness have to be anchored in the organization CULTURAL CHANGE 5 Communication Information given out by Program Management are supplemented by peer-to-peer communication on the collaboration platform 4

5 In comparison to Excel and MS Project, RBpoint offers the best fit to the requirements of consulting projects Client Server User friendliness Customizable Costs Reporting for potential/status tracking Customizable Automatic notification of deviations n.a. n.a. Customizable Customizable Monitoring of effects Limited Limited Project structure flexibility Customizable Role-based authorization concept Document management Team communication Modelling complex project plans Web-based 5

6 The Roland Berger project management approach consists of six modules PMO tasks are best supported by using RBpoint 5 Project Management Office (PMO) > Clarification of target and baseline > Guidelines for effect calculation > Set-up of project organization > Definition of measures hierarchy > Validation of effects > Definition of reporting standards > Consolidation of project status > Project steering and trouble shooting > Identification of counter measures 1 Measure Audit Measure develop- 2 ment/detailing 3 Aggregation into master plan 4 Implementation > Validation of (existing) measures > Prioritization of measures > Potentially: Identification of further measures (ideas) > Aggregation of effects (check vs. target) > Detailing of measures down to single steps > Definition of timing and financial effects > Assignment of responsibilities > Identification of measure interdependencies > Validation of timing and critical path > Aggregation of effects (check vs. target) > Implementation of tasks and measures > Progress reporting > Identification of additional measures in case of deviation 6 Communication and change management Recurring process 6

7 PMO uses RBpoint to structure and steer the project bringing transparency to the implementation status Progress tracking Dashboard of RBpoint Developing actions > Appoint persons responsible for implementation > Set deadlines for tapping individual potential > Map monetary and non-monetary effects > Create clear tasks that can be worked on and monitored Monitoring actions > Easy-to-generate reports and a flexible "traffic light" logic > Individual configured notifications, which show changes in the project status > Quickly spotting of non-adherence to deadlines > Simple integration and controlling of additional actions 7

8 RBpoint is based on a tree structure and allows financial scorecards to be attached Action management Approach Level 1 Level 2 Level 3 Project Several action packages per project Action package Several actions per action package Action > Detailing of actions down to task level Recommendation: max. 4 levels Clear hierarchy Bottom-up execution > Bottom-up validation in workshops with line managers Level 4 Task Actions are made up of individual tasks Effects per task > Earnings effects > Liquidity effects > Quality effects Scorecard 8

9 Tools are provided to continuously monitor project progress and effects as well as to quickly identify decision needs Reporting tools Dashboard > Quickly navigate through the project structure using the Project Explorer > Monitor progress using indicators (e.g. traffic light) that can be defined flexibly > Track financial implementation status > Consolidate effects, as well as start and end dates up to project level > Personalized project status overview > Directly access critical issues in need of action Reports > 40 types of available standard reports according to your access rights, e.g. Target/actual comparison of monetary and non-monetary effects Scorecards at various aggregation levels To-do lists for those responsible > Custom reports can be defined according to the client's templates > Export reports to different file formats (pptx, xlsx, pdf, docx) notifications > Stay informed about problems or upcoming issues by subscribing to change alerts via > Receive real-time notifications on status changes > Receive regular personalized reports via 9

10 Backup 40 types of standardized reports are available to continuously monitor project progress tailored reports configurable 10

11 Powerful collaboration tools help PMO to integrate all project activities into RBpoint full MS Office compatibility Collaboration tools Document sharing > Define your own structure for filing documents and sharing them with the project team > Back up your project activities with additional explanations and descriptions in attached documents > Manage document versions and access the complete document history at any time > Jointly edit (co-authoring) and read documents directly in your browser without up- and downloading > Display the documents section of RBpoint in your Windows Explorer Calendar sharing > Use the team calendar to manage all meeting details for the project team members > Check the project dashboard for an overview of upcoming events > Synchronize your project calendar with MS Outlook: Create new team calendar items in your own Outlook all members will be updated immediately Information sharing > Post relevant news to all project team members or to a specific peer group (blackboard) > Share best practices and ideas and discuss relevant project topics. Use threads to follow the discussion process > Stay informed about problems or upcoming issues by subscribing to change alerts via > Export all lists to MS Excel or MS Access > Distribute formatted content across the team using wiki pages > Launch surveys among project team members to support ideation campaigns and feedback rounds 11

12 In a nutshell, RBpoint provides all necessary functions to guarantee measurable project results TOP -DOWN Benefit for Management Overview of program status and progress Quality control and information source Identifies deviations in plan/actual figures and the need for action Quality control and development of intellectual capital Used for communicating the program internally and externally Functionality Reporting Documentation Monitoring results Structuring the program Communication Benefit for Program manager Supports program management activities Used to promote efficient program/team work Identifies deviations in plan/actual figures and the need for action Helps understand the program and supports definition and implementation Transfers know-how at the program manager level Measurable result quality in the overall program BOTTOM- UP 12

13 18 years of successful project monitoring at Roland Berger highlight the benefits The history of RBpoint MaMa RBpoint 2.0 > First action > Merger of MaMa and management tool EPOS based on MS > Client/server and an Access Internet-based version > Tailored to restructuring projects EPOS > First PMI tool using Internet technologies > Scorecards support tracking of synergies > Current web-based version > Includes document management and notifications RBpoint 3.0 > Relaunching an "all new" RBpoint based on Microsoft SharePoint provides many new features The best RBpoint ever > RBpoint now based on Microsoft SharePoint 2013 which provides many new collaboration features and best compatibility with MS Office products (Excel, Word, Outlook) >500 customers (as of June 2015) >500 customers (as of June 2015) 13

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