Using SAP PPM to achieve compliance to

operational procedures and budget control.

Wim Hertenweg

PLM Consultant

1

Jeroen De Roeck

PLM Community Lead

SAPience.be User Day ‘14

Agenda

Challenges with Operational Procedures.

Types of Procedures

Transform Your Procedures in small PPM Projects

SAP Portfolio and Project Management

How to use SAP PPM for Your Operational Procedures

Live Demo of operational procedures in SAP PPM

Why Use PPM to achieve compliance to operational

procedures and budget control.

Expertum

History

• Founded in April 2006 by 2 ex-SAP BeLux employees

• Partnerships

Today

• Team of 55+ SAP Experts and Project Managers

Mission

• Exceed client expectations by providing top-quality expertise

• Provide our people a safe environment for personal and professional growth

Strength

• Highly skilled & experienced SAP consultants in all SAP areas, combined with a

wide industry knowledge in several domains

Expertum Competence Areas

Focus PLM team

• Portfolio and Project

Management (PPM)

• Enterprise Asset

Management (EAM)

• Product Lifecycle

Management (PLM)

Knowledge Management

- Product & Service

Development

Challenges with Operational

Procedures.

None Core Business Procedures need to be kept within

Budget.

After the definition of Procedures standardization needs to be

maintained.

Visualization and status update.

Keep administration as low as possible.

Documentation and data storage.

Types of Procedures

ISO – Procedures

Marketing plan

HR – Procedures

Internal Audits

Transform Your ISO Procedures

in small PPM Projects

Register Complaint

Complaint Investigation

Determine action

Registration

Follow-up Complaint

Reporting

Closure

Action needed

Complaint form

Notification

Corrective Measure

No

Yes

Report

Notification

Transform Your HR Procedures

in small PPM Projects

Identify Recruitment

needs

Identify job requirements

Determine recruitement

sources

Identifiy selection methods

Shortlist candidates

Select succesful

canddidate

Notify result

Appoint Candidate

SAP Portfolio and Project

Management

SAPience.be User Day ‘14

Manage investment opportunities Govern execution of projects Monitor portfolio performance

Execute projects in time, budget, and scope

Detailed project planning

Staff projects Manage project resources

and utilization Align demand and supply

Collect and rate ideas Assess feasibility Turn into product/project

proposals

Exchange project information Connect to 3rd party tools Assure data consistency

Portfolio Management

Idea Management

Project Connection

Project Management

Resource Management

How to use SAP PPM

for Your Operational Procedures

Create Projects from Templates.

• With Tasks and Checklist Items

Adapt the template to plan the Procedure.

• Cost planning direct available based on Predefined Rates.

• Internal order is created automatically.

Budget can be entered on the internal order.

Actuals can be posted directly on the internal order.

• Working hours, Purchase orders …

Visualise Project costs and status on the Project dashboard.

Optional:

Assign employees to steps in Procedures

Confirm actual work hours and POC with CATS

Demo Project Dashboard.

Dashboard of ongoing Procedures

Categorization by Procedure and Life Cycle

Overview of Budget, Planned and Actual Costs

Demo Project Dashboard.

SAPience.be User Day ‘14 12

Demo Project Dashboard.

Benefits Project Dashboard

One Overview gives you al the key information about ongoing

Procedures.

• Cost information

• Life Cycle Information

• Planning Information

Personal Menu’s based on authorizations

Demo Creation Project

Structure

Project will be created based on a template

Project structure exists out of

• Project Definition

• Tasks

• Checklists

Traffic Lights will indicate and aggregate the status of the Project

elements.

Cost Information can be found on the accounting tab.

Flag the Project for transfer to create the internal order.

Demo Creation Project

Structure

Benefits Project structures

Simplified representation of the operational Procedure.

One Location in the system

• Planning

• Cost Planning

• Documentation of the system

Demo Internal Order Report

Overview internal order group with internal orders

Aggregation of budget for procedures

Internal order for rest budget

Demo Internal Order Report

Benefits Internal Order

Reporting

Easy to use

• Internal orders are created automatically

• Direct cost bookings possible

• Flexible grouping with internal order groups

Full ERP CO capabilities

• Budgeting control

• Reporting

• Statistic postings

Demo Project Resource

Management

Optional Step!

Roles and Resources can be Assigned to the tasks • Role or resource assignments can already be made in the template.

This will provide 2 overviews. • Staffing Overview => Are The Projects correctly staffed

• Resource Overview => Who is working on which Operational Procedures

Leverage the Project Management tools available in PPM.

• Personal dashboards for Tasks and checklist items.

Demo Project Resource

Management

Benefits of Resource

Management

Personal to do list for employees

• Task and Checklist Items

If CATS is already Used Time confirmation processes don’t

have to be adapted and can be leveraged.

• Confirmation will be done on PPM tasks.

Resource and Staffing overview can increase visibility or

bottlenecks.

Why Use PPM to achieve compliance to

operational procedures and budget control.

Keep It Simple.

Cost of operational procedures can be monitored.

Standardization is implied by the use of templates.

Few Administration needed for planning and registration.

Documented directly in the system => Single source of truth.

One User-friendly UI for all functionality (NWBC 4.0)

Prepare your organization for the next level in Project Management

Thank you!

SAPience.be User Day ‘14 25

Wim Hertenweg PLM Consultant Expertum

+32 479 98 44 08 Wim.Hertenweg@expertum.net www.expertum.net

Jeroen De Roeck PLM Community Lead Expertum

+32 498 32 71 88 jeroen.de.roeck@expertum.net www.expertum.net