recognized as an innovation leader performing

Anaheim, CA | February 2-5, 2014

Robert HickmanDirector – E&T Project Portfolio Systems ManagementIngersoll Rand

16 Global Brands Leading Innovation Using One Central Project, Portfolio, and Program Management System

PC229

Ingersoll Rand Company Confidential

Robert HickmanExperiences & Interests20 Years Product Development & Implementation18 + Years Project/Program ManagementProject, Portfolio & Resource Management Tool fan since 2005Process & Standard Work Student

Spare TimeResident of ColoradoSpeed Junkie since the age of 6 years


About Ingersoll Rand

Community Involvement

Sustainability Innovation

Diversity & Inclusion

Our Program Mission


Growth and improved Margins through InnovationBased on the ability to reliably and repeatedly deliver new products, services and processes that create significant new value for customers and profitable growth for us.

Recognized as an innovation leader

PerformingBuilding

Capability


A System to Drive Growth through InnovationBuilding capability and our business operating system for:

Product Management:

• Market Analytics• Customers• Markets• Competition

• Cross functional product line performance

Innovation:

• Offer Choices, Portfolio Management

• New offer development• External partnering

Engineering:

• Project Management• Common processes

(IRPDP)• Management – internal

and external resources


Our Hypothesis• To continue delighting our customers, exceeding the pace of our peers

and maximizing our potential across the organization, we must continue our path as a premier performing organization – one that reliably and repeatedly delivers new and innovative products, solutions and services for our customers and profitable growth for us.

• We will start with a common approach to Innovation projects including NPD, material productivity, and business initiative project tracking which provides visibility to optimize investment decisions and consistently track execution.

• We will achieve this through:• Automating project portfolio analytics• Standardizing and managing project execution & delivery• Building Capability in project management & resource

management


Future State BenefitsCommon Project Planning & Tracking SystemThe usage of a Planning and Tracking System can lead to multiple benefits:

Common language and approach for project tracking

Faster, more accurate project management tracking and reporting

Increased visibility to projects and resources across businesses, sectors and the enterprise

Improved project execution success rate

Project analytics to target gaps and risks to project execution success

Enabling technology toolset for Project Managers

Our Challenge


Our Challenge

Climate 5 BusinessesResidential

Industrial 5 Businesses

Global Engineering & Technology Centers

Networks of Excellence

Shared Functional Resource Groups

Business Specific Functional Resource Groups

5

MSH

Our Approach


Drivers/ Expectations• Defined Scope of work @

Forecast• Project level WBS• Constrained Task Driven Project

Plans• Project Level Resource Demand

Forecast• Resource Allocation to Tasks• Risk Management• RBS

Clearly define what work is being asked and why

Break down the requested work into manageable, measureable pieces

Define the content & associated knowledge gaps, if any within each work unit

Assess the associated risks & unknowns associated with required deliverables

Track progress to plan to predictably and reliably execute the planned work while producing the requested deliverables

Define the required resources needed to perform the work

Earned Value

m

CS


Leveraging Assets• Release 1 builds project attributes from the Excel project Business Case• Project schedules can be created in the system or imported from MS

Project• Risk Assessment Elements incorporated directly from Excel Risk Asset• All other Project Assets will be pulled as needed from SharePoint sites

ReportsQDC 500.. Etc..


Leveraging Assets (II)

Project-Based Engineering

Type of Projects

Process A Enabler

Project Type 1 Development

Project Type 2 Margin

Project Type 3 Improvement

Project Type 4 Sustain

Project Management (Competency)

IRPDP (Process)CPPT (System)

Program…

Program…

Project…

Project….

Project…

IRPDP Obeya


Started with Project Online

Strength• Usability / Ergonomics

• Workflow & Reporting engine

• OOTB functionalities

• SharePoint Integration

• Deployment Process

• Possibilities for Customization

• Quality of service

Weaknesses• Performance

• Support organization

• Vendor support

• New Technology

• Software requirements

• Data migration

Opportunities• Scalability

• External access

• Integration for any 3rd solution

• New features

Threats• Product Lifecycle

• Government Regulation

• Data security (Backup/Restore)

• Security risk of unauthorized third-party access

• Data protection and availability in case of disaster


Continued with Project Server

Reporting engineLimited capabilities with Project Online

Deployment processMore complex with a cloud solution than with full control over the environment

Possibilities for customizationSandbox solutions and limited functionalities regarding interfaces, API


Common Project TrackingRequirements 2013 On-

Premise2013

OnlineProject Management • Standard Schedules & Workflow

• Dashboards & QDC Indicators• Risk & Issue Management• IRPDP Enablement

Team Collaboration • Assignment Workflows• Asset Repository

Resource Assignment & Management

Time Tracking

Project Based Portfolio

Project Based Budgeting & Reports

IPMP Data & Automation • Workbook Integration• Innovation Review Dashboards

Monthly Sector Reports • Project & Portfolio• Timesheet & SQL Queries

Financial Management • Project Essentials Financial Module OR• Oracle BI Margin Analytics Integration


ScheduleMilestone WBS:

• Development execution planned in a modular format• Business Case• MS Schedule Planning• Risk Assessment• Process Development etc…

• Piloting and Verification Testing follow each functional completion• Subsequent releases will build on Functionality & Scope


Our Future ConsiderationsIntegration Planning

Control

System 2System 2

Lifecycle ManagementType / Application Definition

Forecasting

Delta New vs Old Change

Control System

DefineSys ASys A

S 1S 2

Owner 1

Owner 2

Process Administration

Sys CSys C

Sys BSys B

EPTs1 New 1 Process Typ 11 Process Typ 2

New Attribute 1New QtyForecast

Phase x

Launch Link Only

Doc

ProcessNegotiation Change (new task)

MeasurementSystem 4& Metrics

Project / Program ManagementPortfolio ManagementResource Management

Avg. MeasureProcess Tracking A

Process Tracking B

Our Solution


Managed workflow

Concept Development

ConceptValidation

Design & Test

LaunchPreparatio

n

Launch & Support

Rapid Learning Cycles

G0 G2 G4G1 G5IRPDP P1 P2 P3 P4 P5G3

Achieve our growth and margin goals by integrating ourIngersoll Rand Product and Development Process

+Automation by workflows

Monitoring of KPIs

Management of schedules


Integrated dataProvide collaborative solutions and import entered information into your project data

Connectivity between all data sources and SharePoint / Project

Up to date reporting data sets based on selectable inputs

Recurring, short-term update cycles

Easy maintainable due to user friendly interface and logging capabilities

Project Sites

User

$ Database


Secured dataGrant all participating users system-access with their individual set of permissions• Handle the organizational structure in an administrable way• Generate system-supported rules to assist authorization maintenance


Our future BI architecture

Data Sources / LoB

CSV TXT

File

Reporting / Analysis

Data Warehouse

Integration

OLAP Cube

ReportingServices

AnalysisServices

DatabaseServices

IntegrationServices

Excel

ServicesVisio

ServicesReportingServices

PerformancePoint Services

OracleMS SQL Access others

DB

PowerView


Common data repositoryD

ata

Sourc

es

Inte

gra

tion

SSDS

Key Date Region

100001 05.05.2011 EMEA

100004 08.08.2007 APJ

Key Region

100001 EMEA

100005 APJ

Key Date

100001 05.05.2011

100003 08.09.2009

Date Quarter Year

01.01.2010 1 2010

03.01.2010 1 2010

SSAS

CubeCube

CubeCube

ExcelServices

PowerView

ReportingServices

MicrosoftOffice

Other tools

Flow of data

Functional Areas


IRPPM combines the processes forproject and portfolio management

Initiation Selection Planning Execution Closure

Ideas, Project proposals or just workspaces

Demands and project portfolios

Planning of dates, resources and costs

Scheduling, collaboration and controlling

Project closure and knowledge preservation

1. Initiation

2. Selection

3. Planning

4. Execution

5. Closure


Strategic Portfolio Management

Support for multi-project management concerning planning and scheduling of single projects using the “Portfolio Planner”

Analysis of cost and resource requirements with regard to the current portfolio planning

Analysis of changes in project planning regarding the impact on the strategic fit of the portfolio

Portfolio Planning

Define and prioritize your business drivers Create different sets for each purpose Rate your project proposals according to your

drivers

Strategic Impact


Innovation Pipeline

Monitoring of committed project portfolio from a multi-PM perspective based on project execution data

Provision of specific information and data through the usage of role-based dashboards

Definition and customizing of reports for multi-project management

Execution and Control

Optimize the portfolio respecting cost, resource, time and logical dependencies

Force in “must” projects Create and save different scenarios Compare scenarios with helpful charts Directly commit the desired portfolio

Portfolio selection


Progress Tracking

• Highlighting of task changes for detailed impact analysis

→ Analysis of activities using the „Task Inspector”

• Progress reporting by team members (qualitative and quantitative data) to project manager

• Easy access and administration of activity reports through project manager and import into project plan

→ Updated progress data enables project status tracking

• Usage of planned reference data (baselines) for the comparison of the current status with past planning data

• Various possibilities for analyzing deviations regarding dates, costs and work using the baseline concept

• Identification of issues or critical tasks within the project supported by graphical indicators

• Possibility to lock or freeze single baseline plans for every project

Controlling using baselines

Progress tracking Change control


Growth and improved Margins through InnovationBuilding capability in our most valuable asset – resources, through utilization of Microsoft technology to accelerate our path to premier performance.

Baseline - Measure

Improve - Repeat

Leveraging Technology

Building Capability


Thank You!

[email protected]@campana-schott.com

mailto:[email protected]

mailto:[email protected]

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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.


Project Initiation

Workflow-controlled capturing of project ideas Development of business cases based on

approved project ideas Rough planning of time and resource

requirements

Project creation

Illustrate your processes with a customizable workflow Implement all your multi-project management components

• Analyse capacity and resource requirements with respect to the portfolio

• Approve project proposals which are meeting your strategic fit

Keep track on your portfolio


Resource Management

• Web-based individual task lists for every project team member based on the assignments in different projects

• Detailed insights on overall project/ capacity planning

• Manual and graphical assignments of resources to tasks using drag & drop (Team Planner)

• Capacity analysis and optimization based on the resource assignments by project or line managers

• Resource selection and assignment based on central enterprise resource pool‑ Assigning resources to the project team enables a detailed project

resource planning‑ Approval of assignments by line management possible‑ Visual analysis of resource over allocation for tasks and resources support

management decisions• Replacement of generic resources with nominative resources possible

throughout project planning and execution process

Team Builder

Capacity planning Team collaboration


Communication

• Common access point for all team members• Central workspace for documents and lists• Multiple functionalities for communication (blogs, wikis, forums) and

social networking (tagging, rating)

• Project Center: overview on all projects including master data and current status information

• Resource Center: overview on all enterprise resources including task assignments and total workload

• Provisioning of standardized reports for single projects (e.g. earned value analysis and progress analysis)

• Possibility of defining, customizing and analyzing individual reports containing cross-project information based on current data within the project plans

‑ OLAP-Analysis based on Excel‑ Web-based view using Excel Services

• Aggregation of reports and key performance indicators as basis for management decisions within Dashboards

Project workspaces

Portfolio analysis

Performance reporting

recognized as an innovation leader performing

Documents

development process

value slide

project irpdp obeya

process tracking b slide

functionality scope

portfolio project

development project

sharepoint project