Understand why Project Managers like the user experience of the new SAP project management solutions and how they increase project profitability

Transcription

1 Understand why Project Managers like the user experience of the new SAP project management solutions and how they increase project profitability Michael Lamade

2 Legal disclaimer The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. 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 non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP s willful misconduct or gross negligence. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

3 LEARNING POINTS Delivering profitable projects requires to stay on top of all aspects of a project at any time learn how Learn how a comprehensive project solution can address the needs of divers user roles and overcome the heterogeneity of project related tools Learn how the innovations from SAP across applications, mobile, in-memory and cloud generate a significantly different user experience

4 RETURN ON INVESTMENT Today project delivery often suffers from the separation of front-office vs. back-office roles and tasks and functional silos (sales, delivery, controlling) the new project solution from SAP can provide a significant contribution to profitability and efficiency.

5 BEST PRACTICES Integrated project management across the entire lifecycle from bidding, sales, staffing, delivery and invoicing Leverage the right technology for the specific use case without compromising on integration and consistency

6 SAP Innovations across the 5 Market Categories drive increased User Productivity and higher Process Efficiency Roles: - Marcus Global Client Partner - Dennis Local Client Partner Manage Contacts, Clients, Opportunities Review account status; assign opty. Collaborate with LCSP prepare for client visit Customer Briefing Manage Clients, Opportunities, Contacts Collaborate on opportunity 360 Customer View (ipad) dashboard/360 view of all your customers e.g. - historical purchases - Marketing Activities - Leads, opportunities - Installations - support tickets MSFT Outlook - receive SAP Sales OnDemand - link to Sales OnDemand - Start collaboration - review account - review orders, billing doc s Customer Fact Sheet (SAP CRM / SAP ERP) - review project status/progress - review billing doc s WIP, A/R Dashboard - review WIP - review A/P - compare to other clients, other engagements Customer Briefing dashboard/360 view of your customers - Company Profile - News - Business History - Opportunities - Key people Sales OnDemand (ipad) - validate customer master data - create new opportunity - maintain opportunity details SAP StreamWork - create collaboration activity - create account team - assign tasks to account team members Mobile - Infrastructure - BYO, Security Integration MSFT / SAP - Duet/Gateway CRM/ERP/BO Mobile Integration OnPremise with OnDemand Cloud Reference Architecture NW as a Platform Applications Analytics Mobile Cloud Database & Technology Process SAP Application SAP Technology

7 Business priorities in commercial project management General Manager Project Director How do I increase project profitability? How do I ensure consistent processes throughout the complete project lifecycle in order to further professionalize and scale my business? How do I achieve consistent planning from bid estimation to project delivery? How can I detect project risks early? How do I get a transparent and accurate status on the projects within my responsibility, anytime, anywhere? Project Manager How can I get up-to-date and real-time information on my project financials and project progress? How can I reduce the effort to manually consolidate data from different sources (e.g. for status reporting, billing etc.)? How do I get a system that fully supports me in managing my projects?

8 Commercial project business aspects and roles along the lifecycle Customer Client Account Manager Sales Selling Financials Stakeholder Project Director Planning Execution Monitoring & Control Ressources Issues and Changes Project Controller Back Office Suppliers Service Partners Project Manager Ressources

9 These are the challenges we hear from our customers Usage of fragmented tools disconnected from coporate backbone - Decisions are based on inaccurate or outdated data - Project Managers and Project Controllers spent too much in searching for information - Cumbersome synchronization of data Inaccurate bid estimates, planning and forecasting Lack of standardization of delivery processes No systematic way of recording problems and issues High number of un-approved changes affecting project profitability and increasing the risk of budget overruns and delays Poor communication between project team members, partner and stakeholder Missing transparency in the organization about the status of projects Inefficient processes, reduced employee productivity, lack of collaboration and missing transparency impact project profitability and increase project risks

10 SAP Commercial Project Management - Pricelist items SAP Commercial Project Management Project Workspace Project Financial Planning Issue and Change Management Highly user-friendly and flexible work environment that provides an overview about all relevant information across systems and applications Unified planning and controlling of quantities, costs and revenues throughout the complete project lifecycle (bid, plan, forecasting, execution) Recording and tracking of project issues and change requests and their cost and revenue impact A SAP Rapid Deployment solution for SAP Commercial Project Management is planned for Q3 2013

11 Our Solution: SAP Commercial Project Management Sell Plan Execute Monitor & Control FUNCTIONS & FEATURES KEY BENEFITS Extension to the SAP Business Suite leveraging all the existing functionality (e.g. for opportunity management, contract management, billing, project structuring, procurement etc.) Project Workspace as work environment for project professionals that provides an integrated view across systems and applications in order to support the user to complete his tasks Project Cost and Revenue Planning to plan and forecast quantities, costs and revenues throughout the complete project lifecycle (bid stage, base line planning, execution) Project Issue and Change Management to systematically track project issues and change requests. Increase project profitability through increased insight and control Better decision-making based on up-to-date and accurate information Enhanced productivity of team members, less time spent searching and more time spent on value-added tasks Increase reliability of bids, track plan against actuals and forecast effectively Increase visibility of cost drivers, productivity and profitability of projects Increase transparency and control of project issues and changes Reduced percentage of un-approved changes resulting in increased project profitability

12 Project Workspace Unify, Simplify and Extend Cross Project Project Specific Multiple Layouts Views based on role/context in a Project Workspace Object/ Fn. Specific Engagement / Master Project Setup Project Financial Plan and Forecast Issue & Change Processing Access existing UI s and transactions

13 Provide an integrated view of the project Bundling of existing business objects (e.g. CRM opportunity, SD order, PS project, cprojects) via new master project object Embedded analytics E.g. Cost Status Report, WIP Report, Progress Report Configurable views dependent on user role Pre-defined views for Project Commercials, Procurement etc. Enhanced Project Management Status Reporting & Trends Rule based Alerts Roles & Responsibilities Reporting Attributes Contract Management Enhancements Rate Card Application Billing Plan Manager Billing Cockpit Project Workspace Key Features

14 Cross Project View At a glance visibility in all projects of interest

15 Project Workspace Commercial View

16 Project Workspace Team Overview

17 Demo

18 Planning and forecasting of quantities, costs and revenues through the complete project lifecycle High-level estimates in bid stage based on bid structure Detailed baseline cost and revenue plans Forecasting and ETC processes during project execution Support for planning resources, materials, expenses and 3rd party Flexible and user-friendly user interfaces (support for planning with Excel) Project Cost and Revenue Planning Key Features

19 Project Financial Planning Unified Project Financial Planning and Forecasting High-Level Estimate Bid Estimate Contract Baseline Plan Execution Version 1... Execution Version N

20 Delivered Workbooks - Planning

21 Demo

22 Project Issues Attachments Link to reference objects (e.g. SD orders, WBS elements) Assignment of partner roles Change Requests Creation with reference to one or multiple issues possible Change Document History Collective Change Requests Activity Management Activity Management for Issues and Change Requests Activities can be based on templates or can be freely defined Flexible rule definition to create new activities Approval processes Internal and external approvals Integration with Financial Planning Multiple Cost Estimation Alternatives per Change Request supported Project Issue and Change Management Key Features

23 Commercial project management Support for the entire project lifecycle Project Workspace Project Financial Planning Issue and Change Management SAP Business Suite Project Director / Stakeholder Monitor Project Performance Account Manager Create Opportunity Send Quotation Back Office Create Master Project Create Contract Create Project Staffing / PO creation Procurement Issue Clarification Create Change Request Project Closing Project Manager Detail Master Project Resource Planning Monitor Project Progress Approve Change Request Billing Project Controller Create Estimate Costing / Create Baseline Adopt cost plan Forecasting Project Team Member Time Recording Create Issue

24 Summary 1 Enhance commercial project profitability through improved insight and control and optimized process efficiency along the complete lifecycle 2 Increase employee productivity through highly flexible work spaces, consolidated data access across applications and systems and differentiating user experience 3 Reduce project risks through improved transparency and data consistency

25 KEY LEARNINGS The best of both worlds - the easy to use Excel frontend combined with the robustness of the ERP backend is finally here See an end-to-end project management solution that systematically contributes to higher profitability and less revenue leakage See why people who deal with projects on a daily basis finally get excited about the SAP user experience!

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27 THANK YOU FOR PARTICIPATING Please provide feedback on this session by completing a short survey via the event mobile application. SESSION CODE: 3601 For ongoing education on this area of focus, visit