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JDE Project Success with Cloud-based, Mobile & Collaborative

Project Management

Session ID 100090Presented by: Fermin Rodriguez – Premier GroupJorge Sanabria – Premier Group

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What is a PM Cloud?

Encrypted Access via Internet

Central PM Tool

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Projects with 360º vision

Central Virtual

PM

Executive

Consultants

Project Managers

Super User

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Examples of Companies using Cloud PM

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Project Challenges• Geography• Language• Time Zones• Uncontrolled Out of Scope• Unbilled Out of Scope• Wrong customer expectations

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Former Tools

• MS Project on each PM and team member computer.

• Project Server for Development Team• Required 2 people to maintain operation

– Sync issues

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Issues• Deficient information for project managers• Sub-optimal utilization• No visibility on resources for unexpected

commitments• No central documentation• No basis to support lessons learned• Time entries disconnected from projects

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Internal Needs to address:

• Affected groups:– Managers– Project Managers– Consultants– Clients

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Manager’s Needs

– Project KPI’s– Resource Utilization– Issue tracking and project health– Resource cost– Performance

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Project Managers’ Needs– Early identification and correction of problems– Weekly progress reports– Used vs. planned hours– Project templates– Project documentation– Issue tracking– Scope tracking– Project team assignments

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Consultant’s needs

– Awareness of Assignments– Planned vs. available hours– Access to shared documents– Out of scope tracking

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Customer’s needs

– Weekly reports– Project baselines– Issue tracking– Out of Scope tracking

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Expected Value

• Centralized Tool• Full customer engagement• Integration at all levels • Portfolio management

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Functionality Evaluated

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Minimum Expected Features

• Project Management• Time Entry• Internal e-mail• Attachments• Work Flow• Issue management

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Open Source & Web Tools Considered

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Desktop & Web Proprietary Tools

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Implementation

• In 90 days• New procedures• Stick to best practices• More team focus and discipline• Direct billing

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Process Groups vs. Knowledge Areas RelationshipsInitiating Planning

• • • •

Executing

•

•

Monitoring Controlling

• • • • •

• •

Closing

• Integration Mgmt Scope Mgmt Time Mgmt Cost Mgmt Quality Mgmt HR Mgmt Communications Mgmt Risk Mgmt Procurement Mgmt Stakeholders Mgmt

PM Book

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Simulation

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Fermin Rodriquez Executive Sponsor

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Initial Activities

Setup and Prototype

Go Live Preparations

Training

Go Live

Project Phases

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Schedule

Oct Nov Dec Jan

Initial Activities

Setup and Prototype

Go Live Preparations

Training

Go Live

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Org Chart

Steering Committee

Project Manager

Implementation Team

Finance Payroll Distribution WMS Technical

Fermin Rodriguez

Jorge Sanabria

Team Member Volunteer Volunteer

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PROJECT MEETING

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Out of Scope Approvals

• New screen for cost approval• Integration to iVege• Sales training•

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Our Cloud Today

Encrypted Access via Internet

Central PM Tool

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Direct Access and Sharing of Information

Portfolio Revenue https

://premiergroup.attask-ondemand.com/attask/reportRunBegin.cmd?ID=32a3c6e7317871aa06629b4457a13d07

Project Costs• https://

premiergroup.attask-ondemand.com/attask/reportRunBegin.cmd?ID=b5b8d45a33f23948147136e300009e2a

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Lessons Learned

• Project Manager Function– Integration– Communication

• Project Administration Function – Centralized– Quality– Scope

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Lessons Learned (cont.)

• Change Management– Consider team learning curve to adopt the

new technoogy– Train a few team members per department in

the administration of the tool

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Lessons Learned (cont.)

• Integrate Customer– Transparency in the Execution of Project

• Integrate Sponsor– Credibility– Accountability

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Lessons Learned (cont.)

• Mgmt Control of Hrs, Scope & Execution

Timesheet

Notes & Comments

Approvals

Billing

Weekly Report

Consultant Proj. Mgr Customer

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Lessons Learned (cont.)

• Scope and hrs. Auto-control

Billing

Weekly Report to Customer

Timesheet

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Software Solutions• SmartCommerce Solutions• PayPal Payflow Pro Solutions Oracle JD Edwards

Software• Oracle Technology Software• Create!form Output Management

Premier Profile- Solutions and Services • Premier is an organization of over 60 professionals

• Certified in JD Edwards, Oracle, IBM and Microsoft Technology

• Business process expertise spanning various industry and core processes

• Network of offices in the Americas- U.S., Caribbean and Latin America• Regional Oracle Certified Advantage Partner-Applications and Technology• 20-year history of delivering consulting services and business solutions

for JD Edwards• Specialized in rapid deployment of JD Edwards and SmartCommerce

Services Offerings• Project Management• Software Training • Implementation Consulting• Software Development

• Microsoft.NET • JD Edwards EnterpriseOne Toolset

• Technical CNC Support/Upgrades (CNCplus)

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April 7-11, 2014The Venetian and Sands Expo CenterLas Vegas, Nevada

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Attend COLLABORATE 14 to hear high-level, strategic education for the JD Edwards audience. Register through Quest to receive exclusive JD

Edwards updates, materials and networking events.

Registration OPEN! Early Bird rates end February 12, 2014.