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A slide show on how to map Organisation Structure in Whizible SEM
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© Compulink Systems Ltd. All Rights Reserved.
Welcome
Organization Structure
2© Compulink Systems Ltd. All Rights Reserved.
Agenda
Basic Definitions
Conceptual Workflow
Organization Structure Definition
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Basic Definitions
Business group (BG)
• Business Group is a part of an organization treated as a separate entity, usually
based on the kind of business done by the unit or Service Segmentation.
• Nomenclature may be Business group, Business Unit, Division, Section
For example:
Enterprise Application Services (ERP Group)
E-Biz
CRM
4© Compulink Systems Ltd. All Rights Reserved.
Organization Unit (OU)
• An Organization Unit is a subset of a Business Group formed based on the location,
customer or product within a business group.
• Nomenclature may be Global Development Center (GDC), Offshore development
Center (ODC), Strategic Business unit (SBU)
For example:
SAP, BaaN, JDEdwards
Portals, e-commerce, Pune
Siebel
Basic Definitions (Contd.)
5© Compulink Systems Ltd. All Rights Reserved.
Delivery Unit (DU)
• A division which will be heading many teams can be termed as a Delivery
Unit. This Unit can have teams from various departments based on the project
requirement.
For example:
Cost Center
Basic Definitions (Contd.)
6© Compulink Systems Ltd. All Rights Reserved.
Delivery Team (DT)
• A set of resources working for a specific deliverable/ milestone/ release can is
termed as a Delivery Team. Multiple Delivery Teams can be associated under a
Delivery Unit.
For example:
Testing team
QA team
Basic Definitions (Contd.)
7© Compulink Systems Ltd. All Rights Reserved.
Agenda
Basic Definitions
Conceptual Workflow
Organization Structure Definition
8© Compulink Systems Ltd. All Rights Reserved.
Conceptual Work Flow
Corporate
Delivery Team 1
Business Group 1
Organization Unit 1
Associate… 1. Organization unit 2. Business Group Managers 3. Middle Level Resources 4. Global Projects Attribute of Project
Delivery Unit 1
Business Group ‘n’
Organization Unit ‘n’
Delivery Unit ‘n’
Delivery Team ‘n’
Associate 1. Document Categories 2. Holidays 3. Delivery Units 4. Organization Unit Managers 5. Middle Level Resources 6. Global Projects Working Hours & Working Days
Associate 1. Delivery Teams 2. Unit Managers 3. Middle Level Resources
Associate Middle Level Resources
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Organization Structure Definition
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Organization Structure
Whizible SEM helps you to maintain the hierarchy of organization structure as follows:
• Business Group (BG):
BG is based upon similar business types or service segmentation.
• Organization Unit (OU):
OU is based on the location, customer or product within a business group.
• Delivery Unit (DU):
A division which will be heading many teams can be termed as a Delivery Unit.
• Delivery Team (DT):
A set of resources working for a specific sub project / modules / deliverable / release can be termed as a Delivery Team.
Business Group n
Organization Unit n
Delivery Unit n
Delivery Team n
Corporate
E.g. Excel Systems Ltd.
Business Group 1
E.g. ERP Group
Organization Unit 1
E.g. PUNE
Delivery Unit 1E.g. Support
Delivery Team 1E.g. Implementation
11© Compulink Systems Ltd. All Rights Reserved.
Structure (Contd.)
• You can maintain the hierarchy in your organization under CONFIGURATION > Corporate > Structure node.
• Click the Show Organization Structure link to view the Organization Structure in one of the seven formats, viz., PDF, Excel, HTML, RTF, CSV, Text, XML.
• Use the Show Structure link to view structure of the Business Group in any of the above- mentioned formats.
• Use Add link to define new business group.
12© Compulink Systems Ltd. All Rights Reserved.
Creation of Business Group (BG)
• Define a new Business Group on the screen opening when clicked on Add.
• Every Business group is to be identified with a unique Group Code and name. E.g.: Enterprise Applications - EA, Enterprise Integration – EI etc.
• Map Organization Unit to the BG under the Associated Organization Unit tab, which appears on saving the Business Group definition.
13© Compulink Systems Ltd. All Rights Reserved.
• You have a facility to map the Organization Units linked with the BG under the Associated Organization Unit tab.
• Click Add Existing to map OUs defined for other BG.
• Click Add New link, to define new OUs for the BG.
• Multiple Organization Units (OUs) can be associated with a single Business Group vice versa single OU can be associated with multiple BGs.
Associating Organization Unit To Business Group
Select the OU to be mapped with the BG
Provide an unique identification code and name Organization Unit.
Add Existing
Add New
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• When you map a newly defined OU to a BG, you have a choice to associate a Delivery Unit (DU) to the OU.
• Click Delivery Unit link to open a new window that enlists any of the existing Delivery Units.
Example of DU: Support, Presales.
• Delivery Units are mainly responsible for the releases/ deliverables/ milestones agreed to be delivered to the Customer in fixed time frame.
Associating Delivery Unit To Organization Unit
Provide an unique identification code and name for Delivery Unit
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• After Adding the Delivery Unit (DU), it will be listed on the default page of Delivery Units.
• Click the DU Name link to associate Delivery Teams to the DU.
• A DU can have multiple Delivery Teams (DT).
Association of Delivery Team To Delivery Unit
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Business Group Configuration
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Configuration Of Business Group (BG)
• The next step is configuring BG under CONFIGURATION > Corporate > Business Group node.
• Configuration of Business Group involves following:
Edit Business Group details.
Association of Organization Units
Adding Business Group Managers
Adding Middle Level Resources
Assigning Global Projects
• Use the Add link under Organization Unit tab to associate additional OUs to the BG.
Select an OU to map with the BG
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Mark Select check box to associate the resource with the BG
Adding Middle Level Resources
• Associate middle level resources under Middle Level Resources tab.
• These resources will have an access to all the projects of the BG.
• Following activities of the BG come under the purview of these resources …
Project Approval Resource Allocation
NOTE:
This is applicable only if the Is Project Approver and Resource Allocator check boxes are marked under CONFIGURATION > Corporate > Role
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Defining Business Group Managers
• Configure BG Managers under Business Group Managers tab.
• Manager drop down is populated with the names of all high level and middle level resources in the organization.
• Is Primary Responsible checkbox indicates that the selected resource is the main responsible person under this particular BG.
• Responsibilities associated with the selected manager are displayed under Responsibilities column.
NOTE:
Responsibilities associated with the managers are populated from CONFIGURATION > Corporate > Role
Select a Middle or High level resource as Business Group Manager
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Assigning Global Projects
• You can assign Global Projects to the Business Group under Assign Global Projects tab.
• Project Name drop down enlists all Global Projects defined under CONFIGURATION > Configuration > Global Projects.
NOTE:
Once a global project is assigned to a BG it will not be listed under Project Name drop down.
A global project, once assigned to a role under CONFIGURATION > Corporate > Role
, is applicable to all the Business Groups and Organization Units, hence not listed in the drop down.
• Use Apply Now to assign resources of the BG to the selected Global Project.
• To release all resources of the BG from the Global Project, delete the Global Project from Assign Global Projects tab.
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Organization Unit Configuration
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Configuration of Organization Unit (OU)
• All the Organization Units added in the corporate Structure are listed under Organization Unit node.
• Map the following entities to an OU in the Details section...
Document Categories
Holidays
Delivery Unit
OU Managers
Middle Level Resources
Assign Global Projects
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OU Resource Distribution
• Besides, you can view the following graphs for the OU…
Male – Female Ratio
Resources By Role
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• The Delivery Units Tab enlists all the DUs associated to the OU.
Associating Delivery Unit (DU)
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• Assign Middle level resources to the projects in the OU under the Middle Level Resources tab.
• These resources will have an access to all the projects of the OU.
• Following activities of the BG come under the purview of these resources …
Project Approval Resource Allocation
NOTE:
This is applicable only if the Is Project Approver and Resource Allocator check boxes are marked under CONFIGURATION > Corporate > Role
A Middle level resource assigned to a BG will not be available for assignment on the OU.
Adding Middle Level Resources
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Defining Organization Unit Managers
• Configure the OU Managers under the OU Managers tab.
• The Manager drop down is populated with the names of all high level and middle level resources.
• Is Primary Responsible checkbox indicates that the selected resource is the main responsible person under this particular OU.
• Once manager is added responsibilities associated with him are displayed under Responsibilities column.
NOTE:
The responsibilities associated with the managers are populated according to the settings under CONFIGURATION > Corporate > Role
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Configuring Holidays for OU
• To define holidays for the OU go to the Holidays tab.
• Holiday Name drop down lists the master list of Holidays defined under CONFIGURATION > Corporate > Holiday.
• Holidays configured here will be referred at the time of
Task Creation
Resource Loading
Calculating Resource Utilization
• The OU holidays defined at the OU level override the corporate holidays.
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Mapping Document Category to OU
• Select the Document Categories mapped with the OU under Document Categories tab.
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Assigning Global Projects
• You can assign Global Projects to the Organization Unit under Assign Global Projects tab.
• Project Name drop down enlists all Global Projects defined under CONFIGURATION > Configuration > Global Projects.
NOTE:
Once a global project is assigned to a OU it will not be listed under Project Name drop down.
A global project, once assigned to a role under CONFIGURATION > Corporate > Role, is applicable to all the Business Groups and Organization Units, hence not listed in the drop down.
• Use Apply Now to assign resources of the OU to the selected Global Project.
• To release all resources of the OU from the Global Project, delete the Global Project from Assign Global Projects tab.
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Delivery Unit Configuration
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Configuration Of Delivery Unit (DU)
• Configure the attributes of Delivery Units defined in the Organization Structure.
• You can change the name of the Delivery Unit and map the following attributes…
Delivery Teams
Delivery Unit Managers
Middle Level Resources
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Delivery Team
• All the associated Delivery Teams are listed under Delivery Teams tab.
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Defining Delivery Unit Managers
• Identify the manager of DU under Delivery Unit Managers tab.
• Click Add link to add Manager.
• The Manager drop down is populated with High & middle level resources.
• Is Primary Responsible checkbox indicates that the selected resource is the main responsible person under that DU.
• Once manager is added responsibilities associated with him are displayed under Responsibilities column.
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Adding Middle Level Resources
• Assign Middle level resources to the projects in the DU under the Middle Level Resources tab.
• These resources will have an access to all the projects of the DU.
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Delivery Team Configuration
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Configuration of Delivery Team (DT)
• All the Delivery Teams defined in the corporate Structure are listed under Delivery Team node.
• While configuring DT, you should select Delivery Team Head.
• Delivery Team Head drop down is populated with the names of High and Middle level resources.
• The selected resource will be heading the Delivery Team & mainly responsible from the resource allocation point of view.
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Adding Middle Level Resources
• Under Middle Level Resources tab, click on Select Resources link to open a window listing resources with middle level access.
• These resources will be allocated to all the projects of the DT.
© Compulink Systems Ltd. All Rights Reserved.
Thank You