SAP Conference for Enterprise Portfolio and Project Management (PPM) 2014

Transcription

1 SAP Conference for Enterprise Portfolio and Project Management (PPM) 2014 November 11 13, 2014 Westin Colonnade Coral Gables, FL In cooperation with:

2 WELCOME Entering a New Era for Enterprise Portfolio and Project Management SAP and T.A. Cook have been hosting this event since 2009, and this year s conference promises to be the most valuable yet. The agenda is packed with opportunities for you to learn and share experiences with your peers during preconference workshops, keynote sessions, customer case study presentations, roundtable discussions, solution demonstrations, and networking breaks. Why does Enterprise Portfolio and Project Management present unique challenges? Core business processes sales and marketing, accounting and technology, quality and product/service delivery, and product development can often be optimized within organizational silos because the disciplines they encapsulate are departmental in nature. In contrast, every department within a company runs projects, and to be successful many require tight and effective collaboration across organizational boundaries. The good news is that due to advances in Enterprise Portfolio and Project Management methodologies, technologies, and best practices, it is much easier today to design and implement business solutions that minimize cultural disruption while delivering the benefits demanded by senior business management. The recurring theme throughout the event will be the role that transformative improvements in user experience (UX) played in removing resistance to change within the business community we serve. Innovations in enterprise mobility, analytics, user interface, and solution design will all be featured in real-world case studies presented by fellow SAP customers including Bombardier, Varian Medical, Pacific Gas and Electric, Welch Allyn, Valero Energy, Grupo Nutresa, Agrium, Sauder Woodworking, and Pepco. You will take away invaluable ideas on how to achieve equally positive outcomes. We encourage you to take advantage of the preconference workshops led by SAP s Yvonne Waibel and Dave Stuart, who will be joined by SAP partner, Platinum DB Consulting. The two educational workshops and feedback session will cater to beginner, intermediate, and expert-level and give valuable context to what you will learn throughout the conference. It will be my honor to chair the conference again and introduce keynotes from Graham Conlon, Global Vice President, LoB Product Lifecycle Management, SAP, and Mark Felton, a leader in strategic marketing and communications and the founder and president of Signal Marketing. This is an event you will not want to miss. We look forward to seeing you this November in Coral Gables! Sincerely, Ian Strain, President ROSS Management Services 2

3 PRECONFERENCE WORKSHOPS AND FEEDBACK SESSION TUESDAY, NOVEMBER 11, 2014 At these workshops you will review product functionalities, dive deeper into relevant topics, get practical examples, take part in discussions, participate in demonstrations, and have your questions answered. Each workshop provides a unique opportunity to address challenges, discuss them with your peers, and gain valuable guidance from some of the most knowledgeable experts on SAP applications. Please note that you cannot switch between parallel workshops. The following workshops will take place from 8:30 a.m. 2:30 p.m. Workshop 1: Introduction to Enterprise Portfolio and Project Management Solutions from SAP In this workshop, you will see a detailed solution demo of the major scenarios that SAP addresses with its enterprise portfolio and project management (PPM) solutions. The demo will cover IT PPM, professional services, capital PPM, R&D PPM, and more. You will also get detailed information on the new user interface (UI) technologies, mobile offerings, and customer connection program. This session is ideal for anyone who wants to know about all the functionality that SAP has to offer for managing projects, portfolios, innovation, and resources, and how these all fit together. Dave Stuart, Senior Solution Engineer, SAP Workshop 2: Simplifying the Planning and Execution of Capital Projects With so many people exploiting smart devices for business, back-end applications need to evolve to handle the way that project information is collected and served. During this interactive workshop, we will explore how a capital project is selected, initiated, and then managed all the way through to execution and closeout, using an enterprise portfolio and project management (EPPM) ecosystem centered around SAP applications. Learn to avoid reinventing the wheel discover how differences in the way businesses across industries control capital spending are much less than you think Get to know the user experience matrix take away ideas and techniques for ensuring optimum adoption of your EPPM applications Find out how to reduce time to value for your investment in EPPM by following a few simple guidelines Anthony DeRosa, President, Platinum DB Consulting Ian Strain, President, ROSS Management Services Immediately following Workshops 1 and 2, participants are invited to attend a feedback session with SAP. The following session will take place from 2:30 p.m. 5:30 p.m. SAP Portfolio and Project Management Influence Council Road Map This session will provide an opportunity for detailed feedback with SAP s development lead and solution management in which you can influence the direction SAP takes in portfolio and project management in the areas of cloud, integration scenarios, the next generation of analytical applications, and user-centric application design. This is your opportunity to make your voice heard and influence solution direction! Share your feedback with SAP solution management on portfolio and project management in the areas of cloud, integration scenarios, analytical applications, and user-centric application design. Volker Faisst, Chief Product Owner Portfolio and Project Management, SAP Yvonne Waibel, Director, Solution Management, SAP 3

4 AGENDA WEDNESDAY, NOVEMBER 12, :00 a.m. Registration, Breakfast, and Networking in the Exhibition Area 9:00 a.m. Welcome to Coral Gables Ian Strain, President, ROSS Management Services 9:15 a.m. Keynote Advances in Enterprise Portfolio and Project Management With products, operations and supply chains becoming increasingly complex and geographically dispersed, delivering true Enterprise Portfolio and Project Management can be a significant challenge but can provide increasing value and differentiation. During this keynote, Graham Conlon will share how SAP has stepped up to the challenge by delivering a suite of solutions that make Enterprise Portfolio and Project Management an achievable reality for its customers. Market trends in portfolio and project management What enterprise portfolio and project management means from the SAP perspective SAP s solution and vision for enterprise portfolio and project management Graham Conlon, Global Vice President, LoB Product Lifecycle Management, SAP 9:45 a.m. Bombardier Aerospace: Efficient Design-to-Build Process Using SAP Product Lifecycle Management and SAP Portfolio and Project Management Learn about an efficient engineering change management implementation at Bombardier Aerospace that seamlessly integrates design and build processes. Changes in design are quickly analyzed for their potential downstream impacts on build (schedule, cost, and resources). Then the analysis results are automatically fed into the actual implementation of the change on the production floor. All relevant stakeholders (including external vendors) are automatically kept in the loop during the entire process, thus minimizing last-minute changes and wastage. The embedded cost calculation functionality allows for predicting implementation costs and comparing planned versus actual costs. Overall, this project has helped improve productivity, time to market, and client satisfaction. Get insight into engineering change management, and the pertinent workflows, and system interactions Learn about change management planning during the manufacturing process and its various system interactions Understand how the SAP Product Lifecycle Management (SAP PLM) 7.01 and SAP Portfolio and Project Management 5.0 applications are integrated to capture overall engineering and manufacturing change management Ravi Prakash, Senior PLM Application Specialist, Bombardier Aerospace Surya Pratap, PLM/PPM Project Lead, Bombardier Aerospace 10:30 a.m. Morning Refreshments, Networking Break, and SAP Demo 11:15 a.m. Overview of Enterprise Portfolio and Project Management Solutions from SAP Learn about current and new functionality for capital project management, the new cloud offering for IT portfolio and project management, the latest innovation for management of R&D projects, the new SAP Fiori apps for general users and business analytical apps for project managers. Yvonne Waibel, Director, Solution Management, SAP 4

5 AGENDA WEDNESDAY, NOVEMBER 12, :00 p.m. Pacific Gas and Electric: Using Cloud Solutions from SAP to Rapidly Deploy Portfolio Management and Long-Term Planning Solutions to Its Business Units This presentation will show how the cloud model can be an effective alternative for rolling out a portfolio and project management solution. You will learn how the SAP Portfolio and Project Management 5.0 application works as a cloud model and the ROI potential it offers. We will also discuss how the SAP BusinessObjects business intelligence (BI) reporting solutions and the SAP Business Planning and Consolidation application fit into this model. Learn the benefits of a cloud-based implementation of SAP Portfolio and Project Management and SAP BusinessObjects BI solutions Hear how the cloud was leveraged to rapidly implement SAP Portfolio and Project Management 5.0, the SAP Business Warehouse (SAP BW) application, and SAP BusinessObjects BI solutions Discover lessons learned from the cloud-based implementation Bill DePrater, Senior Manager, IT Business Technology Energy Supply, Pacific Gas and Electric Anthony DeRosa, President, Platinum DB Consulting 12:45 p.m. Networking Lunch and Partner Demos in the Exhibition Area 2:00 p.m. Track A: SAP Portfolio and Project Management Track B: SAP Project System Sauder Woodworking: Managing the NPDI Process with SAP Portfolio and Project Management Learn how Sauder Woodworking manages its new product development and introduction (NPDI) process using the SAP Portfolio and Project Management application and ancillary support components such as the document management system (DMS). Understand how SAP Portfolio and Project Management is used to gather and manage hundreds of early product attributes that help define the overall product and feed downstream processes Get insight into how DMS functionality is used to manage and associate key support design and project documents Learn how project management capabilities in SAP Portfolio and Project Management are used to track the overall new product development progress supported with key dashboards Neal Gobrogge, Project Manager, NPO, Sauder Woodworking David Kramp, Director, Solutions and Services, LeverX Leveraging Innovations in SAP Project System A series of SAP innovations new functionality and user interfaces now makes it possible for all classes of users to get direct value from this powerful project management application. This case study features a long time user of SAP Project System who has benefited from these innovations. Get practical tips on managing change and integrating processes through SAP Project System (PS) See how SAP Analysis for Excel opened the door to greater collaboration without losing control of critical project information Speaker to be announced 5

6 AGENDA WEDNESDAY, NOVEMBER 12, :45 p.m. Roundtable Discussions Roundtable discussions are your opportunity to join with peers as part of small groups. Experts will share demonstrations, and project tips and tricks. This is your chance to discuss your challenges and issues with highly qualified enterprise portfolio and project management experts. Improving Use of Capital Enterprise Portfolio and Project Management Tips and Techniques Anthony DeRosa, President, Platinum DB Consulting Ian Strain, President, ROSS Management Services IT Portfolio and Project Management Best Practices and Next Trends Dave Stuart, Senior Solution Engineer, SAP Yvonne Waibel, Director, Solution Management, SAP Managing Sponsored-Funded Projects and Proposals in Universities and Public Sector Organizations with SAP Portfolio and Project Management Freddy Guerrero, Enterprise Integration Manager, Aktive Group Keith Harmon, Director, Industry Business Solutions, Public Services, SAP 3:30 p.m. Afternoon Refreshments and Networking Break 4:00 p.m. Panel Discussion: Why Quality User Experience Matters The panel will discuss the increasing impact that the right user experience has on achieving planned benefits from implementing enterprise portfolio and project management solutions. Moderator: Ian Strain, President, ROSS Management Services 4:45 p.m. Valero Energy: Integrating SAP Portfolio and Project Management to Support IT and Engineering PPM Documentation Valero needed a solution to manage its IT and engineering portfolio and project management documents and selected SAP Portfolio and Project Management along with solutions from OpenText to support this vision. Learn how Valero used OpenText solutions to support it s project system document management needs with SAP Portfolio and Project Management See how the integration of OpenText solutions with the SAP ecosystem for PPM has improved project visibility and controls David Garcia, Information Services, PMO, Valero Energy Corporation Khushboo Pidwa, SAP Specialist, Valero Energy Corporation 5:30 p.m. Chairman s Closing Remarks and Close of Day 1 5:45 p.m. 7:15 p.m. Evening Reception Extend your networking opportunities by joining us in the Exhibition Area for a beer and wine reception in a relaxed environment. 6

7 AGENDA THURSDAY, NOVEMBER 13, :00 a.m. Registration, Breakfast, and Networking in the Exhibition Area 9:00 a.m. Welcome Back Ian Strain, President, ROSS Management Services 9:15 a.m. Keynote Overcoming Barriers to Engagement and Adoption Few enterprise-level change management initiatives are implemented without a significant enabling technology component. However, most initiatives fail to meet expectations for adoption and business impact. Internal technology deployment teams can benefit from the same concepts and processes used to launch new commercial information technology products and services. This keynote address will explore the importance of product positioning, value proposition development, user experience design, agile development, and staged rollouts in overcoming barriers to stakeholder engagement and adoption. Learn why most change management initiatives fail Gain insights on how internal technology initiatives benefit from commercial marketing practices Hear strategies to increase stakeholder engagement and adoption Mark Felton, President and Founder, Signal Marketing 9:45 a.m. Varian Medical: How the Rapid Deployment of SAP Portfolio and Project Management on SAP HANA Won Over the Business Community Varian Medical needed a solution to manage costs and resources that would be quickly adopted by its global engineering teams. This transformational effort was achieved within a limited budget and timeline. Discover how Excel interfaces won over the business and shortened the project timeline Deploying mobile apps for SAP Portfolio and Project Management and time cards to promote broad acceptance of the solution Leveraging SAP Fiori apps for users to easily input data How accelerated implementation methods enabled quick time to value and the beginnings of a cultural shift within the business Abhijit Sadu, PMP-EAS Project Manager, Varian Medical 10:30 a.m. Morning Refreshments, Networking Break and SAP Demo 11:15 a.m. Pepco Holdings: Simplify Project Forecasting with SAP Portfolio and Project Management Pepco Holdings sought a solution to manage and simplify its PPM/project system forecasting process. This presentation will focus on how an integrated solution leveraging SAP Portfolio and Project Management, the SAP HANA platform, and Analysis for Excel transformed how Pepco prepares its forecasts. Attend this session to learn: How selecting the right user interface to win the support of the business community, enabled Pepco to optimize its forecasting process Leveraging SAP HANA to deliver greater visibility and controls for project financial information through forecast snapshots and enhanced reporting Using Analysis for Excel to allow users to continue using a familiar interface while strengthening forecast data validation, integrity, and accuracy Joseph W. Spelman, Principal Applications Business Catayst, Pepco Holdings 7

8 AGENDA THURSDAY, NOVEMBER 13, :00 p.m. Welch Allyn: Leveraging SAP Portfolio and Project Management for Product Registration Learn how Welch Allyn is using SAP Portfolio and Project Management 5.0 to address the complexity of meeting global regulatory and trade compliance demands, as well as managing the new product registration process. Welch Allyn uses SAP Portfolio and Project Management as a system to provide real-time visibility and communication of new product registration submission activities and enhance collaboration of business functions to support market release efforts. The system includes methods for defining global deliverables and ownership of deliverables with visibility to timelines. Using templates in SAP Portfolio and Project Management to standardize the process Automating complex process steps to reduce project setup time and help ensure data consistence Leveraging SAP Business Warehouse for reporting as a core part of PPM Richard Thomas, Project Manager, IT Systems, Welch Allyn 12:45 p.m. Networking Lunch and Partner Demos in the Exhibition Area 2:00 p.m. Track A: SAP Portfolio and Project Management Track B: SAP Project System Grupo Nutresa: Managing New Product Development and Introduction with SAP Portfolio and Project Management Colombian company Grupo Nutresa will discuss the benefits of using SAP Portfolio and Project Management to manage ideas and reduce its products time to market. Basic functionalities of SAP Portfolio and Project Management will be explained starting with the creation of an idea, then moving from idea to project, project execution, and transfer of actual costs from the SAP ERP application. See how Grupo Nutresa leverages SAP Portfolio and Project Management to reduce time to market through seamless information flow and monitoring Learn about the simplified business process for selecting the most promising idea at an early stage Understand how SAP Portfolio and Project Management is utilized to manage ideas Cristian Camilo Uribe, Center of Competence, Grupo Nutresa Freddy Guerrero, Enterprise Integration Manager, Aktive Group Agrium: Integrating SAP Portfolio and Project Management for Capital Portfolio Management In this presentation, Agrium will discuss its integration of SAP Portfolio and Project Management into capital portfolio management, including customization and how it is being used. Hear about the rollout and utilization of SAP Portfolio and Project Management at the site level Understand how reporting of information is contained within the program Learn about challenges encountered and subsequent solutions Aaron Adamick, Capital Portfolio Manager, Agrium Alex Capicio, Manufacturing IT Analyst III, Agrium 8

9 AGENDA THURSDAY, NOVEMBER 13, :45 p.m. Roundtable Discussions Roundtable discussions are your opportunity to join with peers as part of small groups. Experts will share demonstrations, and project tips and tricks. This is your chance to discuss your challenges and issues with highly qualified enterprise portfolio and project management experts. Improving Use of Capital Enterprise Portfolio and Project Management Tips and Techniques Anthony DeRosa, President, Platinum DB Consulting Ian Strain, President, ROSS Management Services IT Portfolio and Project Management Best Practices and Next Trends Dave Stuart, Senior Solution Engineer, SAP Yvonne Waibel, Director, Solution Management, SAP Managing Sponsored-Funded Projects and Proposals in Universities and Public Sector Organizations with SAP Portfolio and Project Management Freddy Guerrero, Enterprise Integration Manager, Aktive Group Keith Harmon, Director, Industry Business Solutions, Public Services, SAP 3:30 p.m. Afternoon Break 3:45 p.m. SAP Road Map for Enterprise Portfolio and Project Management Hear about the new and upcoming developments happening around enterprise portfolio and project management, and be the first to know what new functionality is being released and when. Yvonne Waibel, Director, Solution Management, SAP 4:15 p.m Wrap-Up and Close of Conference Ian Strain, President, ROSS Management Services 9

10 PLATINUM SPONSOR PLATINUM DB CONSULTING INC Platinum DB Consulting Inc. (PDB) is an SAP services partner that has been delivering high-quality consulting services and solutions globally since Over 100 Fortune 500 companies operating in North America, Asia Pacific and Latin America have placed their trust in PDB professionals to deliver innovative solutions to the most challenging enterprise portfolio and project management (EPPM) and product lifecycle management (PLM) problems. PDB offers the following: Business services consulting/assessments/functional implementation/hosting Technology services development/system integration/support Education and training vendor courses/custom knowledge transfer/change management Value-added solutions industry/domain/application We believe passionately in what we do and the investment we make in the success of our customers and partners: PDB has made a significant investment in the Chicago-based Advanced Innovation Center (AIC) so that we can model and prototype the solutions we build and configure before implementation at the customer. The AIC houses multiple application landscapes that are used to demonstrate complete end-to-end processes across the entire EPPM ecosystem. The unique Platinum DB Live Blueprinting offering exploits the full power of the AIC to enable customers to visualize and model requirements at a fraction of the cost of traditional approaches. We make the AIC available to SAP for demonstrations and proofs of concept to showcase the art of the possible using the latest SAP solutions. PDB has some of the best, brightest, and most motivated EPPM talent in the industry. For more information, please visit 10

11 GOLD SPONSORS AKTIVE GROUP Aktive Group is a software solution provider with a primary focus in SAP solutions and technology, including SAP Portfolio and Project Management, the SAP BusinessObjects Business Intelligence portfolio, SAP HANA, mobile apps, and strategic management for the private and public sectors. Aktive Group consists of three divisions business services, technology services, and training that work together to provide the highest quality of services to our customers. We currently work with SAP presales and account executives in the Americas to provide product overviews and briefings, as well as with SAP s product management team to support co-innovation proof-of-concept projects for prospective customers. Some of our offerings include: Aktive Integrated Research Proposal Development Aktive Request Management Aktive Budget Proposal Planning Aktive Issues and Change Management Onsite, off-shore and hybrid support services Aktive Group has excellent client references that testify to its many successful implementations in the Americas. Maintaining good relationships with our clients is our main initiative and priority. For more information, visit: LEVER X LeverX helps companies increase business value from product lifecycle, portfolio, project, and compliance management processes by leveraging existing investments in SAP solutions. LeverX, an SAP services partner and VAR, implements product lifecycle management, portfolio and project management, and related solutions from SAP. LeverX offers business process and strategic consulting, solution architecture, implementation, and technical services for SAP software environments through onsite and remote delivery models. LeverX has a proven reputation and expertise implementing SAP software including the SAP PLM 7.0x, SAP Portfolio and Project Management, SAP Product Structure Synchronization, SAP Commercial Project Management, and SAP BW applications; document management systems; and solutions for environmental, health, and safety, enterprise content management, workflow, CAD integration, and recipe development. It also offers collaboration folders, and mobile application development. LeverX is an affiliate member of Americas SAP Users Group (ASUG). For more information, visit: 11

12 HOW TO REGISTER To register online for this event, please visit Contact for Inquiries Emily Peters T: F: E: Event Venue The Westin Colonnade 180 Aragon Ave Coral Gables, FL (305) This event is organized by T.A. Cook Conferences in cooperation with SAP. The registration fee includes participation in the conference and/or workshop, breakfast and lunch on all days, refreshments, an evening event for conference attendees, and documentation material for download. Please note that costs for accommodation and travel are not included in the registration fee. 12

13 REGISTRATION FORM SAP CONFERENCE FOR ENTERPRISE PORTFOLIO AND PROJECT MANAGEMENT (PPM) 2014 CORAL GABLES, FL NOVEMBER 11 13, 2014 I would like to register for the SAP Conference for Enterprise Portfolio and Project Management (PPM) (Please complete clearly in block capitals.) Copy and fax to Register online at You can register for SAP Conference for Enterprise Portfolio and Project Management (PPM) 2014 online at or by using this form. First Name Company Street Country Last Name Job Title City, State, Zip Code Phone Please copy the form, complete it, and send it to the following address (one form for each participant): Registration and Contact Office T.A. Cook Conferences 9212 Falls of Neuse Road, Suite 201 Raleigh, NC T: F: E: [email protected] Event Fees Fax Type Early Bird Fee (Valid Until Sept. 30) Standard Fee Conference only $1,190 $1,390 Date Signature Workshop $575 $625 I wish to attend the following sessions: Conference (November 12 13) Conference + Workshop $1,765 Early Bird deadline is September 30, 2014 $1,995 Workshops (November 11). Please select: W1 W2 SAP PPM Influence Council Road Map Please mark your intention to attend the evening reception on November 12, PAYMENT METHOD Credit Card Invoice CREDIT CARD Visa MasterCard Discover American Express Registration Cancellation and Substitutions All cancellations must be received in writing. Please fax your cancellation notice to or send an to [email protected] before the October 24, 2014 deadline. When cancelling before October 24, you will be liable to pay an administration charge of $250. Cancellations received after October 24, as well as registrants not attending without cancelling, will be liable for the full registration fee. Substitutions must be received in writing, must be addressed to the registration office and must include the names of both the original and the substitute registrants. We reserve the right to refuse entry to an event. Credit Card Number Security Number Name of Card Owner FURTHER INFORMATION Expiration Date (Month/Year) Signature Organizer s Changes It may be necessary for reasons beyond the control of the organizers to alter the contents and the timing of the program or replace speakers. The organizer reserves the right to cancel the conference or workshops in the event of an insufficient number of delegates. In this case, registrants will be reimbursed for the registration fee only. Cancellation of travel reservations and hotel reservations is the exclusive responsibility of the registrant. 1. Would you like to receive further information from SAP including special offers, reports, event news, and more, along with information resulting from this inquiry? Yes, by Yes, by telephone No I agree to the above terms and conditions (This must be checked in order for the registration to be processed) 2. Would you like to receive further information from SAP partners or other affiliated companies and business partners of SAP including special offers, reports, and more, along with information resulting from this inquiry? Yes, by Yes, by telephone No 3. In addition to information about this event, would you like to receive news from T.A. Cook Conferences? Yes, by Yes, by telephone No 13

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