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FIS Enterprise SolutionsEPK/EPM Implementation
Debbie Bellish, Jon Hale, Truman Hale, Daun Hugi, Barb Mours
Fidelity National Information Services (FIS)
User’s Meeting January 23-25, 2007 1
Agenda
• Business Situation• Implementation Approach and
Schedule• Lessons Learned• Results• Sample Views/Reports
User’s Meeting January 23-25, 2007 2
Business Situation• Large geographically dispersed resource pool of
750 serving 100+ financial services customer account teams Resource staffing requirements/capabilities critical Access database utilized for resource staffing
• PMBOK-based project management methodology Formalized in 1999 and continuously improved Emphasis on scope, time (schedule) and budget management
with software development influences Defined project management roles and organization Manually intensive report production Lotus Notes database for document (including .mpp files),
risk, issue, action item management
• Minimal user Project Server experience Other divisions had implemented Project Server
User’s Meeting January 23-25, 2007 3
Business Situation
Project Objectives: Integrated project and resource information Enhanced capacity and resource planning capabilities Presented in automated, user configurable dashboard
views
User’s Meeting January 23-25, 2007 4
Project Team Arrangement
User’s Meeting January 23-25, 2007 5
Executive SponsorJon Hale
Project SponsorDaun Hugi
Project ManagerDebbie Bellish
Technical TeamLinda Lander
External Consultants
Business Analysts
DBA
Resourcing PracticesBarb Mours
TrainingScott Berrett
Project ManagementPractices
Change ManagementTruman Hale
Implementation Approach
• Phased Approach Phase 1 - Implement MS Project 2003 Server, MS Project
Professional 2003 and MS Project Web Access (PWA), EPK Portfolio, EPK Resources, and Enterprise Resource Planning• Retire Access database
User’s Meeting January 23-25, 2007 6
Complete
User’s Meeting January 23-25, 2007 7
Imp
lem
en
tati
on
Sch
ed
ule
6/1/05 9/30/057/1 8/1 9/1
Initiating & Planning / Requirements
10/3/05 11/16/0511/1
Design
11/14/05 4/14/0612/1 1/1 2/1 3/1 4/1
5/16/06 6/2/06
ReportDevelopment
12/18/05 6/30/061/1 2/1 3/1 4/1 5/1 6/1
Process and Training Development
7/6/06 8/28/068/1
Implementation
3/10EPK Group Configuration Review
EPK Custom Development/Technical Testing
4/24/05 6/30/06
User AcceptanceTesting
Approach and Schedule
• Phased Approach Phase 2 - Implement MS Share Point Team Services
(document management and team information), Rational (risks, issues, action items, defects) and automated status reporting• Retire Lotus Notes tool
Phase 3 – Implement EPK Time and interfaces to Oracle Financials• Retire PlanView
User’s Meeting January 23-25, 2007 8
In Progress – 1Q ‘07
2007 Dates TBD
Lessons Learned
User’s Meeting January 23-25, 2007 9
Successes Smooth implementation facilitated by:
• Established resource and project management practices• Heavy user involvement in requirements, testing and
support• Virtual training and job aids, plus live meeting Q&A sessions,
provided on demand training solution for users• Opportunities/staffing guidelines identified tool best
practices Change champions facilitated tool adoption Inclusion of requirements into EPK core product EPK Group configuration review
Lessons Learned
User’s Meeting January 23-25, 2007 10
Challenges Virtual team: needed face-to-face interactions at critical
junctures Internal project that required significant project
management discipline Recreating Access database functionality vs. defining
“real” requirements User representatives needed direct line of communication
with EPK Group regarding requirements Delayed testing of EPK and lack of understanding of core
functionality led to theorizing about the tool
Lessons Learned
User’s Meeting January 23-25, 2007 11
Challenges Integration with corporate HR systems, e.g., PeopleSoft Major configuration error (most codes on Project Server
vs. EPK) corrected late in the development cycle Lack of resource Requirements visibility in Capacity
Center requires reliance on reports vs. standard EPK functionality
Results
• Other FIS divisions have adopted (or plan to adopt) EPK after reviewing the solution
• Increased productivity Collocated, refreshed project status and resource
information readily available
• Portfolio visibility for executives and senior management
User’s Meeting January 23-25, 2007 12
Sample Project Health Views
User’s Meeting January 23-25, 2007 13
Sample Resource Plan
User’s Meeting January 23-25, 2007 14
Sample Project Financial Views
User’s Meeting January 23-25, 2007 15
Sample Capacity Center Views
User’s Meeting January 23-25, 2007 16
Sample Capacity Center Views
User’s Meeting January 23-25, 2007 17
Sample Reports
User’s Meeting January 23-25, 2007 18
Sample Reports
User’s Meeting January 23-25, 2007 19
Sample Reports
User’s Meeting January 23-25, 2007 20
Sample Reports
User’s Meeting January 23-25, 2007 21
Sample Reports
User’s Meeting January 23-25, 2007 22
EPM Information Site
User’s Meeting January 23-25, 2007 23
EPM/EPK Training Solution
User’s Meeting January 23-25, 2007 24
Questions?
User’s Meeting January 23-25, 2007 25