Enterprise Portfolio and Project Management

Transcription

1 Enterprise Portfolio and Management Solution Management October 2013 Customer

2 Enterprise Portfolio Management 2013 SAP AG. All rights reserved. This presentation and SAP s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or noninfringement 2

3 Enterprise Portfolio and Management Platform One Portfolio and Management solution serving several business scenarios Integrated into SAP Business Suite; ERP, PLM, Financial, and Budget management RDS Available Enterprise Portfolio and Management Portfolio Management Capital Management Manage and control enterprise wide, project related investments R&D, Innovation Management Optimize strategic resource & financial management of the innovation process IT Help IT organizations to align activities & resources with business strategy Commercial Manage customer project lifecycle from opportunity to billing and closure 2013 SAP AG. All rights reserved. This presentation and SAP s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or noninfringement 3

4 Enterprise Portfolio and Management by SAP Building Blocks Enterprise Portfolio and Management SAP Portfolio and Management 6.0 Portfolio Management Analytics Managing and monitoring the portfolio & programs Strategic Level SAP Commercial Management Financial Workspace Issue and Change Management Initiate Management and Execution Progress Tracking Aggregate Others Management and Execution Tactical Level Integrate Sales & Logistics SD/CRM PP/SCM MM/SRM R&D PLM EHS s HR MRS Time (CATS) Financial Data System FI/CO Core enterprise processes & Activities Operations - Level 2013 SAP AG. All rights reserved. This presentation and SAP s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or noninfringement 4

5 Enterprise Portfolio and Management by SAP Building Blocks Enterprise Portfolio and Management SAP Portfolio and Management 6.0 Portfolio Management Analytics Managing and monitoring the portfolio & programs Strategic Level SAP Commercial Management Financial Workspace Issue and Change Management Initiate SAP System and Execution Progress Tracking Aggregate Others Management and Execution Tactical Level Integrate Sales & Logistics SD/CRM PP/SCM MM/SRM R&D PLM EHS s HR MRS Time (CATS) Financial Data System FI/CO Core enterprise processes & Activities Operations - Level *available since Q2/ SAP AG. All rights reserved. This presentation and SAP s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or noninfringement 5

6 Manage Lifecycle 2013 SAP AG. All rights reserved. This presentation and SAP s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or noninfringement 6

7 Lifecycle Link Business to Execution From Business to Execution Portfolio Analysis s Corporate s Strategic Level Do the right things Portfolio Management Tactical Level Do the things right Management Operational Level Get the things done Operations 2013 SAP AG. All rights reserved. 7

8 Align Product Portfolio with Corporate Portfolio Hierarchy n Portfolio Buckets n Multi Level Portfolio Hierarchies n Alternative Portfolio Hierarchies n Portfolio Analytics n Roll-Up 2013 SAP AG. All rights reserved. 8

9 Managing Ideas and s Idea Management n Collect and evaluate ideas n Campaign landing page New Super Bike n Easy to use Idea submission process n Participants updated through feeds (activities) n Social collaboration for comments / discussions n Community voting and reputation system *General availability Q2/2014 planned 2013 SAP AG. All rights reserved. 9

10 Managing Ideas and s Idea Selection n Assess feasibility, technical risk and probability of commercial success n Hand-over ideas to product/ project proposals n Integration with SAP PPM n Success of ideas tracked through the complete life cycles n Similarity analysis n Expert finder n Check Lists for Pre Screening 2013 SAP AG. All rights reserved. 10

11 Manage and Select s Decision Support n Phase and Gate Process Management n Dates n Responsible n Status n Spreadsheet-like Financial and Capacity n NPV n ECV n ROI n Handout Fact Sheets for project proposals Financial Item Details and Capacity Plan 2013 SAP AG. All rights reserved. 11

12 Decision Support - Questionnaires Handling Soft Facts Business Cases & s n Questionnaires and Scoring Models for n Risk Assessment n Commercial Success n Total Score n Input for automatic scoring calculations n Assess soft facts through Questionnaires 2013 SAP AG. All rights reserved. 12

13 Decision Support - Scoring Handling Multiple Scoring Methods Scoring Methods n Full automatic calculation of numeric values to score n Risk Assessment n Probability of commercial Success n Technical feasibility n Own fields n Scoring Dashboard applying various scoring methods n Ranking Dashboard n What-If Scenarios 2013 SAP AG. All rights reserved. 13

14 Decision Support - Analytics Select the right projects Portfolio Analytics n Dashboards and Charts embedded in application n Authorizations via Access Control Lists n 3 Levels of Configuration n IT Admin n Business n User n Bubble Charts, Time Lines, Bars, Lines etc. n Filtering n Optional Integration with Business Objects n Excelsius (Dashboards) n Explorer (Mobile devices) 2013 SAP AG. All rights reserved. 14

15 Plan s Structuring and Create projects from approved proposal Assign existing project Direct access to project structure and detailed reports Simplified creation process through templates Synchronize project and portfolio item or decision point data, such as dates or status 2013 SAP AG. All rights reserved. 15

16 Plan s Structuring and Phases Tasks Milestones Responsibilities Relationships Deliverables & Check List items 2013 SAP AG. All rights reserved. 16

17 with 3 rd party tools Enterprise Connection 2.0 Integration n Integration of 3rd party scheduling through SAP Enterprise Connection n Combining strategic value stream of project business with existing scheduling capabilities n ECP2.0 n Primavera n MS n Out-of-the-box integration for SAP applications (PS/ PM) Scheduling tool Portfolio Management (PPM) Define Identify Opportunities Management (PS) Structure Establish Master Schedule Structure Detailed Activity List and, Analyze Risk and Rank Opportunities Plan s, Cost Assign Budget Monitor Portfolio Monitor Scheduling,, and Levelling Create and Approve Budgets Procure Materials and Services SAP Enterprise Connection Status and Progress Updating Initiate Collect Actuals Tracking and 2013 SAP AG. All rights reserved SAP AG. All rights reserved

18 and Staffing Efforts n Define project efforts per task and role n Distribute total demand to planning periods n Roll-up demands on role level n Tracking of n Total demand n Assigned effort n Remaining demands 2013 SAP AG. All rights reserved. 18

19 and Staffing Staffing n Support of multiple staffing processes n Direct Staffing n Manager n Candidate Manager n Workflow and approval process n Out-Of the box integration with SAP HR system n Search n Availability n Skill Set n Organization n Location 2013 SAP AG. All rights reserved. 19

20 Execute and Monitor Portfolio Portfolio Dashboards n Personalize-able Portfolio Dashboards n Tracking of n Risk n Cost / Budget n Schedule n Staffing Financial and capacity KPIs (Development Costs, NPV, Commercial Value etc.) 2013 SAP AG. All rights reserved. 20

21 Execute and Monitor Portfolio Execution n Task confirmation with or without CATS n Mobile Clients for Task Confirmation n Reporting embedded in Business Application n Dashboards as personalized work lists for projects, tasks, and checklist items 2013 SAP AG. All rights reserved. 21

22 Summary & Outlook

23 Enterprise Portfolio and Management 2013 >2007 SAP c Suite SAP xrpm WebDynpro UI Integration Scenarios Multilevel Controlling Reviews & Scoring Financial & Capa Plan Initiative 2009 SAP Portfolio and PM 5.0 Enhanced ERP Integration Alternative Hierarchies Flexible Process Change Mile Stone Trend Analysis Improved Gantt Chart SAP Portfolio and Management 6.0 HANA in Memory Technology New Financial KPIs New Integration Scenario for EERM Firor More information on enhancements can be found here. SAP PPM* Align Merge New Technology SAP ERP SAP PPM benefits from technology improvements like HANA, Mobility, etc. SAP NetWeaver Solution Today * SAP PPM Add-on deployable on SAP ERP or SAP Netweaver 2013 SAP AG. All rights reserved. 23

24 Summary 1 Integrated portfolio planning process to select the right projects with highest benefit 2 Monitor the execution and progress of projects leveraging ERP information 3 Improve resource utilization by closing the loop from strategic demand planning to operational project staffing 2013 SAP AG. All rights reserved. 24

25 Thank You!