sap portfolio and project management rapid-deployment solution for portfolio monitoring solution in...

SAP Portfolio and Project Management rapid-deployment solutionfor portfolio monitoring

Solution in Detail

March 2011

© 2010 SAP AG. All rights reserved. /

1. What is the Rapid Deployment Solution

2. Benefits and Value Proposition

3. Scope & Deliverables

4. Product Demo

5. Project Approach and Planning

6. Pre-requisites

7. Positioning for SAP Consulting

We Are Here to Discuss


.

SAP BRINGS TOGETHER SOFTWARE AND SERVICES IN A NEW OFFERING THAT GIVES YOU ESSENTIAL PORTFOLIO MONITORING FUNCTIONALITY QUICKLY AND AFFORDABLY

Preconfigured software to eliminate the guesswork

Rapid delivery in as little as thirteen weeks (36 SAP PDs)

Limited scope to jump start

A clear path to your full Portfolio and Project Management vision

Preconfigured software and services enabling rapid deployment


Immediate Value From Pre-configured ContentYou Get What You Need to Run Your Business ‘Out-of-the-box’

Clearly defined scope

Includes pre-configuration content and knowledge transfer to key users

Fast-track implementation methodology

Enables you to go live in 13 weeks

Powerful solution for portfolio monitoring delivered ‘out-of-the-box’ based on leading SAP Portfolio and Project Management

Start fast, with what’s most important, and expand later

Seamless access to ERP back-office information

Value Adding Quick and Lean

Flexible pricing – ‘only pay for what you need’

Attractive fixed-price services

Reduced resource requirement from Business and IT

Cost-effective





4. Product Demo


6. Pre-requisites




The Business Challenge

Customer Pain Points Lack of insight into project pipeline Decision making process is not transparent Limited project resources Inaccurate project / resource forecasts Lack of focused resources on high-value projects Lack of project / capacity visibility Missing cost control and plan profitability on a portfolio

level

Customer Goals/Needs Reduction of project failure rate Project alignment with portfolio strategy Portfolio-based decision making support for new projects Monitoring of running projects on a portfolio level


The Solution: SAP Portfolio and Project Management rapid-deployment solution for portfolio monitoring

The SAP Portfolio Monitoring rapid-deployment solution enables organizations to align their projects to their portfolio strategy and allows:

Portfolio-based decision making support for new projects running in SAP Projects System (PS)

Monitoring of running projects (in SAP PS) on a portfolio level including financial integration and standard analytics via the Business Context Viewer

The SAP Portfolio Monitoring rapid-deployment solution enables organizations to align their projects to their portfolio strategy and allows:

Portfolio-based decision making support for new projects running in SAP Projects System (PS)

Monitoring of running projects (in SAP PS) on a portfolio level including financial integration and standard analytics via the Business Context Viewer


The Service: SAP Portfolio and Project Management rapid-deployment solution for portfolio monitoring

This service aims to implement the pre-defined portfolio management solution and process in your organization. The main activities are as follows: Deliver an installation check to verify everything is installed correctlyConfigure scope according to the pre-configuration in the customer systemUpload example master data into the customer system so that scenarios can be demoedConduct scoping workshop and adapt the standard configuration based on customer inputSupport testing activities by providing scope-specific test case templates for unit testing, business process testing and user acceptance testingSupport Go-live


Target Process for Portfolio and Project Monitoring rapid-deployment solution

Portfolio Management (in scope of RDS)

Project Management (with SAP PS, out of scope of RDS)

Structure ProjectStructure Project Plan Resource Requirements / Costs

Plan Resource Requirements / Costs

Procure Materials and Services

Procure Materials and Services Collect ActualsCollect Actuals

Monitor PortfolioMonitor Portfolio

Monitor ProjectMonitor Project

Portfolio PlanningPortfolio Planning

This SAP Rapid Deployment solution provides an easy monitoring and decision making support for operative projects running in SAP Project System (PS).

Pre-configured functionality, out-of-the-boxPortfolio planningPortfolio monitoring





4. Product Demo


6. Pre-requisites




SAPCRM Rapid

Deployment Solution

*Optional

New! SAP Portfolio and Project Management rapid-deployment Solution for portfolio monitoringSoftware to Give You Compelling Functionality Quickly and Affordably

Pre-configured functionality, out-of-the-box

Portfolio Planning

Portfolio Monitoring


Portfolio Planning - Solution Capabilities

The overall budget is defined on C-Level. Depending on the strategic importance the budget is distributed among the different investment buckets

The project requestor creates a new portfolio item which represents the project proposal. He maintains the basic data of the item like description, dates or risk

The project requestor maintains the financial aspects of the project (external costs) & and provides a high level capacity planning for the portfolio item, the internal labor costs are then derived

Before handing in the proposal the project requestor maintains all relevant data for the portfolio item. He e.g. fills out questionnaires and refines the original proposal.

Define and Assign Top Down Budget

Define and Assign Top Down Budget

Fill in TemplateFill in Template

Perform High-Level Financial & Capacity

Planning

Perform High-Level Financial & Capacity

Planning

Finalize Project ProposalFinalize Project Proposal


Portfolio Planning - Solution Capabilities

Compare proposals, remove duplicates

Before the approval meeting takes place the approved budget for each investment area is assigned. The portfolio manager or an assistant creates a review which is the basis for the decision meeting. The review clusters all projects for approval.

The portfolio review board prioritizes and approves the project proposals and defines the budget for each project. The project manager receives this information via a field on the item and needs to update the approved budget for the project accordingly.

Once the project has been approved and funded an operational project in SAP Project System can be assigned to the portfolio item. The project in PS is used to collect the plan cost, actual cost and commitment. Either the project is created directly from the portfolio item via a template project or the PS project is created in the SAP Project System manually and linked to the item manually.

Consolidate Proposal List and Verify

Consolidate Proposal List and Verify

Prepare ApprovalPrepare Approval

Adjust and Approve Budget

Adjust and Approve Budget

Create / assign operational project

Create / assign operational project


Portfolio Monitoring – Solution Capabilities

The portfolio monitoring is an ongoing process. On a regular basis all projects are reviewed to ensure they are on time, scope and budget and risks are mitigated Changes on the projects may be necessary due to

a budget overrun (item monitoring) budget cut (portfolio adjustment), change of scope or portfolio strategy

Typically reasons for adjustments are either central changes (i.e. budget cut) or project specific changes (e.g. change in scope)

This RDS does not include the following functions: Project Management (project management part of SAP Portfolio and Project Management 5.0)

Initiative Management (managing initiatives and programs)

Reviews

What-If Scenarios

Document Management


SAP Portf. and Proj. Mgmt Rapid-Deployment Solution for Portfolio Monitoring Detailed Scope – Foundation for customizing activities


Implementation of RDS specific configuration and sample master data

Refinement of standard RDS scope within four process workshops. The workshops aim to review the standard RDS configuration and to document customer specific changes

Adaptation of standard configuration in line with the result of process workshops (Configuration)

Test and training activities support

Go-live support

What does SAP deliver?

SAP Portfolio and Project Management rapid-deployment solution for portfolio monitoring





4. Product Demo


6. Pre-requisites




Product Demonstration





4. Product Demo


6. Pre-requisites




General RDS Implementation MethodologyRDS Delivery View

DeployDeploy Start Start RunRun

Scope•Project Management / setup/staffing•Kick-off workshop•Business Process Management – understanding the business process in detail•Technical Solution Management – preparing technical infrastructure

Accelerators/Deliverables•Consulting delivery guide •Project schedule•WBS•Service delivery model, roles and responsibilities•Process descriptions•Process-flow documents•Pre-delivery requirements and checklist

Scope•Technical Solution Management – installation of software•Business Process Management - configuration and deployment of content •Solution Refinement•Data Management•Testing•Transport•Key User Training

Accelerators/Deliverables•Installation guide•Solution Documentation•SAP Solution Manager content•SAP Best Practices content (pre-configuration)•Configuration activities•Consulting delivery guide •Implementation content

Scope•Performance Tests•Functional Tests•Sign off of solution•Technical Go-Live•Closing of project•Post go-live support and activities

Accelerators/Deliverables•Test cases•Deliverable acceptance forms•Training Materials - Process-flow recordings etc.•Go-Live Checklist


Rapid deployment of portfolio monitoring with SAP Timelines

Start (Preparation*)Start (Preparation*)Start (Preparation*)Start (Preparation*) Deploy (Realization*)Deploy (Realization*)Deploy (Realization*)Deploy (Realization*) Run (Go-Live *)Run (Go-Live *)Run (Go-Live *)Run (Go-Live *)

Duration (Preparation 2 weeks, Realization 9 weeks, Go-live 2 weeks)Duration (Preparation 2 weeks, Realization 9 weeks, Go-live 2 weeks)

SAP involvement Customer involvement

2 weeks before

**Effort in days SAP Consultant/Customer

Start Delivery

* Naming as per step-by-step guide


Rapid-deployment Deliverables:

Access to the implementation methodology materials:http://service.sap.com/solutionpackages

Installation Guide

Readiness Check

Kickoff Workshop

Project Plan

Support PortalCheck Lists

Implementation Methodology

Start Deploy Run


SAP Portfolio and Project Management rapid-deployment solution for portfolio monitoring Project Team: SAP or Partner

SAP Application Consultant Serves as a central contact person, from project initiation to

going live and support On the SAP side, responsible for functional project

management, coordination, support and coaching of the customer’s project manager

Implementation of RDS specific configuration and master data

Refinement of Standard RDS scope within four process workshops. The workshops aim to review the standard RDS configuration and to document changes.

Adoption of standard configuration in line with the result of process workshops (Configuration)

Support test and training activities Go-live and Go-live support


SAP Portfolio and Project Management rapid-deployment solution for portfolio monitoring Project Team: Customer

Project Manager Serves as a central contact person, from project initiation to

going live and support Responsible for functional and commercial project

management, coordination, overall project controlling, preparation of steering committees

Functional lead Responsible for workshops, questions from SAP,

end-user training, preparation of unit and end-user tests

Technical lead Especially responsible for the installation and

administration of the development and productive system landscapes

Business representative Responsible for preparing and performing unit as well as

end-user tests Responsible for master data provision and preparation





4. Product Demo


6. Pre-requisites




SAP Portfolio and Project Management rapid-deployment solution for portfolio monitoringExample of System Landscape

SAP Project and Portfolio Management 5.0

SAP Portf. and Proj. Management Application System

SAP NetWeaver

ABAP (NW7.02)

NW Portal

JAVA (optional)*

Business Package for

PPM

CPRXRPM

TREX

ADS

SAPFinancials

SAP Project System SAP ERP ECC 6.0 or higher

RFC

HTTP / HTTPS(SSO)

BS_FND 7.02

Implementing a two-level landscape

Connection of SAP ERP software

A Development/Quality and Productive

Environment should be set up





4. Product Demo


6. Pre-requisites




SAP ConsultingWorldwide Delivery

SAP Consulting

12,000 consultants worldwide

50 consultants with special SAP Portfolio and Project Management application expertise

Consultants located all over the world, in every region

Why SAP Consulting

Product and solution experts

SAP knows SAP software best

Deep process knowledge and translation of processes to standard software

Best use of own SAP product close to standard, which gains release “sustainability” and protection of investment

Quality assurance


Benefits of SAP ConsultingBest Choice for SAP Portfolio and Project Management Implementations

Sales Support

Sales support via single point of contacts in every market unit

Various deployment possibilities

Presales customer experience by supporting test drives (what you see is what you get)

Delivery

Experience in lean, fast implementation leveraging a “quick time to value” implementation methodology

Service offering developed based on years of customer experiences

Numerous satisfied customers of rapidly deployed SAP Portfolio and Project Management solution

Direct access to sales, development, and support organizations – the global skills, information networks, and resources of SAP





4. Product Demo


6. Pre-requisites




FAST TO DEPLOY AND EASIER TO CONSUME Rapid-deployment – Preconfigured software that delivers essential

portfolio planning and monitoring processes in as little as 13 weeks. Reduced complexity – A robust Portfolio and Project Management

solution from a single vendor, with superior global support, means fewer worries for you

1

2

3BUILDING FOR SUCCESS

Foundation for growth – start small, prove the value of this solution, and then grow on your schedule to the full SAP Portfolio and Project Management application, if needed.

Valuable customer insight – integrated with the SAP ERP application

COMPETITIVELY PRICED Predictable costs – Low, predetermined fees and clearly outlined

deliverables mean no hidden fees for the delivered solution

Key Takeaways


Questions

Appendix


Portfolio Planning Process 1/2

Fill in template

Fill in template

Finalize Project

Proposal

Finalize Project

Proposal

Perform Highlevel

Financial & Capacity Planning

Perform Highlevel

Financial & Capacity Planning

Define & Assign

TopDown Budget

Define & Assign

TopDown Budget

Define Strategy

Define Strategy

* The named roles are going to be delivered with this rapid-deployment solution. They are an example only and can be adapted by the customer, if required.


Portfolio Planning Process 2/2

Adjust & Approve Budget


Consolidate Proposal List

& Verify

Consolidate Proposal List

& Verify

Prepare Approval

Prepare Approval

Create/Assign Operational

Project

Create/Assign Operational

Project



Portfolio MonitoringBudget Overrun/Item Monitoring (Review)


Change Planning

Change Planning

Request Budget Change

Request Budget Change

Create Review

Create Review

Consolidate Change List

& Verify

Consolidate Change List

& Verify

Prepare Approval

Prepare Approval



Dashboard Monitoring


Portfolio MonitoringBudget Cut/Portfolio Adjustment 1/2

Create Review

Create Review

Define & Adjust

TopDown Budget

Define & Adjust

TopDown Budget

Prepare Approval

Prepare Approval

Consolidate List & Verify

Consolidate List & Verify






Portfolio MonitoringBudget Cut/Portfolio Adjustment 2/2



Adjust planning

Adjust planning


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