microsoft project online: access to a central instance of microsoft project server 2013 and...
TRANSCRIPT
Anaheim, CA | February 2-5, 2014
Dr. Thomas HenkelmannCOOThe Project Group
Global Solutions for Global Companies with Microsoft PPM
PC280
Agenda
Session contentWhat makes you global?Access - from multiple locations and countriesTeams – globally spreadInternational - multiple languages for the usersEnterprise cost planning – multiple currenciesERP integration – need data from multiple systems
Requirements analysisPPM environmentCore configuration vs. local specialtiesPPM enhancementsIntegration
Solution approach/Demo
What makes you global?
Access to the solution
Users need:• Access to one central
solution • No VPN• No firewalls • No additional logins
Microsoft Project Online:• Access to a central instance of Microsoft Project Server
2013 and SharePoint 2013• Connect directly with the preferred browser • Use Microsoft Project Professional without additional tools • Leverage the login from the user’s default domain by ADFS
to ensure single-sign on
Access to the solution
Global teams:• Work in different time
zones• Need to have access
24/7
Microsoft Project Online is running: • In globally distributed data centers, same as O365• Continuously updated to deliver an “evergreen”
environment• Redundant at the physical, data, and functional layers• Available at 99.9%
International use
Acceptance and regular use of a tool depend on the user’s ability for: • Easy access• Simple navigation• Comprehensive help.
Project Online is a setup as a: • Native English system• Has 42 additional language
Also the Project Professional client is • Available in 29 different languages
International use
PPM solutions contain lots of information that should be easy to read and unambiguous.
Based on SharePoint 2013 technology the user can specify personal settings as:• Time zone• Locale• Keyboard settings• A personal start page to show the most important
information at a glance
Enterprise cost planning
Resources from different locations need to be maintained• With the least effort
possible• Without additional
tools• From external sources
In a global organization separation of core data and configuration can be based on:• Organizational structures• Access rights to ensure access to only the information needed.
Maintenance of the Enterprise resource pool is needed:• On a regular base• Allow to use local currencies for entry of rates
Enterprise cost planning
Cost planning is challenging enough. It should be straightforward and easy to enter.
Project cost are calculated from:• Capacity cost (work and rates)• Direct project cost (Money)
To capture them in the most efficient way the project manager should be able to use:• Global cost types (e.g. “External services”, “Hardware”,
“Study management” etc.)• Multiple currencies depending where the cost arises• Cost bearing departments or cost centers
ERP integration
Individual business entities start and control projects that use global resources.
Projects in a global company may start from:• Very different business units• Different locations within them
For legal reasons multiple ERP systems are used that contain core data for Microsoft PPM as:• Resources and rates• Project numbers and structures• Timesheet data• Cost actuals
ERP integration
Harmonization and use of a global process is nice – but not real world.
The use of the same ERP system/technology doesn’t mean they are used the same way. Different project controlling practice may arise from:• Local requirements• Different processes• Business rules
As result individual projects are controlled by:• Internal orders• Projects• WBS elements
Requirements analysis
Requirements: PPM environment
Global availability
All levels of maturity
Flexible configuration
Cloud based, centrally managed, load balanced and integrated.
From lightweight task management over web based project management to expert levels in Project Pro. Mobile? Sure! Only show the functionality and the information needed for a specific business or role. Define templates, workflows and data entry for each business unit, business area or department.
Core configuration vs. local specialtiesGlobal settings
Local settings
Resource poolUser administrationTimesheet settings
Project templatesProject sitesWorkflowsMaster data
PPM enhancements
Multi currency Resources use their local currency (easy maintenance)Cost can be planned and analyzed in multiple currenciesExchange rates need to be maintained centrally
Integration
Data from an to multiple ERP systems
Dynamic matching of data from projects, tasks and resources to find the correct ERP system
Solution approach
PPM environment
Core configuration – local specialties
PPM enhancements
ERP Integration
Integration favorites• 95% need actual cost integration• 90% need timesheet integration• 3 of 4 clients integrate forecasts and
budgets
Global SAP System
Co-Area Europe
Comp-Code FR
Comp-Code DE
Comp-Code UK
Microsoft PPM
Smart matching of data
SAP System US SAP System Europe
Co-Area USA
Comp-Code PA
Comp-Code MI
Co-Area 1
Comp-Code DE
Comp-Code FR
Co-Area 2
Comp-Code UK
CO-Orders
816200
816201816432
Microsoft EPM
More complex multinational environments
Summary
Do I need a global solution?
Can I build this on Microsoft PPM?
What should I do now?
More than one country, language, currency? Yes, you need!
A platform for a flexible solution, globally available.
Yes, you can!
Gather your requirements and start using PPM.
Yes, you should!
Thank you!Q&A
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