Enterprise Portfolio and Project Manag.

(EPPM)
Enterprise Portfolio and Project Management

Portfolio Project Resource

Management Management Management
Maximize return on Do the right things Do more with less
investments fast
Complete transparency
Precise investment Full visibility in project of the availability of
planning and close-loop performance critical resources
monitoring

This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is
© 2013 SAP AG. All rights reserved. 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 2
 Innovation Project Lifecycle Gate

Link Business Strategy to Project Execution

Strategy Idea Concept Development Scale Up Launch

Gate Gate Gate Gate

From Business Strategy to Project Execution

Development Testing & Hand Market

Projects Over Introduction
Portfolio Analysis

Concepts Production

Corporate Strategy

Business Case Product

Ideas
Development

Strategic Level Tactical Level Operational Level

This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is
© 2013 SAP AG. All rights reserved. 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 3
 Innovation Project Lifecycle Gate

Link Business Strategy to Project Execution

Strategy Idea Concept Development Scale Up Launch

Gate Gate Gate Gate

From Business Strategy to Project Execution

Development Testing & Hand Market

Projects Over Introduction
Portfolio Analysis

Concepts Production

Corporate Strategy

Business Case
Product
Ideas SAP Portfolio & ProjectDevelopment
Management 6.1
Products

SAP SAP PLM SAP Manufacturing

SAP Strategy Strategic Level Tactical Level Operational Level
Innovation
Management SAP FI SAP HR SAP QM SAP CRM
Management
© 2013 SAP AG. All rights reserved.
This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is
4
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
Enterprise Portfolio and Project Management Platform

“Enterprise” Portfolio and Project Management

Portfolio Project
Management Management

Capital
“Manage and control enterprise wide, project related investments”

R&D, Innovation
“Optimize strategic resource & financial management of the innovation process”

IT
“Help IT organizations to align activities & resources with business strategy”

Commercial
“Manage customer project lifecycle from opportunity to billing and closure”

This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is
© 2013 SAP AG. All rights reserved. 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 5
 Structures in SAP Portfolio and Project Management:
Portfolio Structure

Group

Portfolios /
Customer
Strategic Buckets R&D Projects IT Projects
Projects

Resource Management
Portfolio
Management

Portfolio
Items

Project
Projects
Management

This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is
© 2013 SAP AG. All rights reserved. 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 6
Concept and Product Proposals
Build the Business Case

Strategy Idea Concept Development Scale Up Launch

Item Details
Financial and Capacity Plan
Phase Gate Decision
Support
 Phase and Gate Process
Management
 Dates
 Responsible
 Status
 Spreadsheet-like Financial and
Capacity Planning
 NPV
 ECV
 ROI
 Handout Fact Sheets for project
proposals

© 2013 SAP AG. All rights reserved. 8

Decision Support - Questionnaires
Soft Facts

Strategy Idea Concept Development Scale Up Launch

Business Cases & Project

Proposals
 Questionnaires and Scoring Models for
 Risk Assessment
 Commercial Success
 Total Score
 Input for automatic scoring calculations
 Assess soft facts through Questionnaires

© 2013 SAP AG. All rights reserved. 9

Decision Support - Scoring
Handling Multiple Scoring Methods

Strategy Idea Concept Development Scale Up Launch

Scoring Methods
 Full automatic calculation of numeric
values to score
 Risk Assessment
 Probability of commercial
Success
 Technical feasibility
 Own fields

 Scoring Dashboard applying various

scoring methods
 Ranking
Dashboard
 What-If Scenarios

© 2013 SAP AG. All rights reserved. 10

Decision Support - Analytics
Handling Multiple Scoring Methods

Strategy Idea Concept Development Scale Up Launch

Portfolio Analytics
 Dashboards and Charts
embedded in application
 Authoritzations via Access
Control Lists
 3 Levels of Configuration
 IT Admin
 Business
 User
 Bubble Charts, Time Lines,
Bars, Lines etc.
 Filtering
 Optional Integration with
Business Objects
 Excelsius (Dashboards)
 Explorer (Mobile devices)

© 2013 SAP AG. All rights reserved. 11

Project Planning
Structure and Schedule

Strategy Idea Concept Development Scale Up Launch

Project Structuring and

Planning
 Phases
 Tasks
 Milestones
 Responsibilities
 Relationships
 Deliverables & Check List items
© 2013 SAP AG. All rights reserved. 12
Versions and Snap Shots
Create and Change Project Versions and Compare Schedules

Strategy Idea Concept Development Scale Up Launch

Project Versions
 Dashboards and
Charts Critical path
and scheduling
conflicts
 Project Simulations
or Snapshots
 Reconcile changes
in simulation with
operational project
 Milestone Trend
Analysis
 Microsoft Project
Desktop and XML
integration

Version Comparison in Detail

© 2013 SAP AG. All rights reserved. 13
Planning of Project Efforts
Role Demand and Staffing

Strategy Idea Concept Development Scale Up Launch

Project Efforts
 Define project efforts per task and role
 Distribute total demand to planning periods
 Roll-up demands on role level
 Tracking of
 Total demand,
 Assigned effort
 Remaining demands

© 2013 SAP AG. All rights reserved. 14

Resource Allocation and Project Staffing

Strategy Idea Concept Development Scale Up Launch

Project Staffing
 Support of multiple staffing
processes
 Direct Staffing
 Resource Manager
 Candidate Manager

 Workflow and approval

process
 Out-Of the box integration
with SAP HR system
 Resource Search
 Availability
 Skill Set
 Organization
 Location

© 2013 SAP AG. All rights reserved. 15

Execution Tracking
Planned vs. Actual
Strategy Idea Concept Development Scale Up Launch

Embedded KPI Monitor

Planned Values Actuals from ERP
 Combine planning and actual from Financial Financial
values in one single view Planning Controlling/PS
 Preconfigured set of KPIs
 Linked to actual/planned values
from ERP system
 Calculate KPIs based on
capacity and financial planning
values
 All KPIs on one single page
 Extend through own
enhancements

© 2013 SAP AG. All rights reserved. 16

Enterprise Portfolio and Project Management
Solution Planned
2014
2013 SAP Portfolio and
2009 SAP Portfolio and Project Management
Project Management 6.1
SAP Portfolio and 6.0 • Fiori Analytical Apps
Project PM 5.0 • HANA in Memory • Fiori Execution
>2007
• Enhanced ERP Technology Dashboards
SAP cProject Suite Integration • New Financial KPIs • HANA Search
SAP xRPM • Alternative • New Integration • Continuous
• WebDynpro UI Hierarchies Scenario for EERM Improvements
• Integration Scenarios • Flexible Process • Fiori
• Multilevel Controlling Change
• Reviews & Scoring • Mile Stone Trend
• Fin.& Cap. Plan Analysis
• Initiative • Gantt Chart

SAP PPM* Align Merge New Technology Next Gen Apps

SAP ERP

SAP NetWeaver

Solution Planned
* SAP PPM Add-on deployable on SAP ERP or SAP
©Netweaver
2013 SAP AG. All rights reserved. 17
Portfolio Analysis
Assess your Portfolio Performance

Strategy Idea Concept Development Scale Up Launch

Portfolio Analysis
 Analyze your Portfolio of
Products and Projects
 KPI Monitor
 Planned / Actual
Schedule
 Costs / Budget
 Risk
 NPV
 ROI
 Alignment of capital /
operational spend and
strategic goals
 Compare high-level project
demand and with available
capacity

© 2013 SAP AG. All rights reserved. 18

List of default BI Content for Portfolio Management

© 2013 SAP AG. All rights reserved. 19

List of default BI Content for Project and Resource
Management

© 2013 SAP AG. All rights reserved. 20

Reporting in PPM
Default BI Content
Actual vs. Planned Costs by Portfolio Item

Actual vs. Planned Costs by Bucket Actual vs. Planned Costs by Cost Element

© 2013 SAP AG. All rights reserved. 21

Customer Example – John Deere
Performance Results with HANA

 Project Management for R&D projects

 Customer system contains approx. 8.000.000 project tasks
 15.000 users using the system for confirmation of tasks

Open Task Set Task Save

Open Task
Dashboard Status Tasks

© 2013 SAP AG. All rights reserved. 22

Thank You!