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Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow
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Resource Forecast and Capacity - Managing Tradeoffs, Enabling Flow

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"Lean" meets "Demand Management" in IT - Managing the Constraints …

"Lean" meets "Demand Management" in IT - Managing the Constraints

Camp IT Conference Rosemont IL

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  • 1. Resource Forecast and Capacity Managing Tradeoffs, Enabling Flow IT Portfolio Management CampIT Conference Rosemont, ILJames P. MacLennan February 15-16, 2012
  • 2. A Natural LawSound familiar? Growing request list Existing large backlog Quick-changing demands Bottlenecks on key resources / skillsChallenge Too many projects and commitments, not enough peopleSolution Resource Requirements Forecast + “Local” Project Roadmaps Manage the constrained resources and let everything else “flow”
  • 3. 3
  • 4. Background / EnvironmentIT Resource Forecasting Model Mix MethodProject RoadmapsDemand Management in ActionBumps in the RoadHitting a Wall (well, a Bigger Bump) 4
  • 5. Background / EnvironmentIT Resource Forecasting Model Mix MethodProject RoadmapsDemand Management in ActionBumps in the RoadHitting a Wall (well, a Bigger Bump) 5
  • 6. Locations Distribution Center Manufacturing 6
  • 7. Environment Revenue > $3B Employees > 12,000 Locations > 50 IT Staff 150 + Current Projects > 450 Technical SAP Architecture Notes >> SharePoint Business Integrated Supply Chain Architecture Market Leader Serial Acquirer 7
  • 8. Supply < Demand What Questions are we Trying to Answer? Business (external): • Why aren’t my projects getting resources? How are projects prioritized? • How can we get more resources for projects? What am I getting for my [allocated] IT budget? IT (internal): • Why aren’t my business partners’ projects getting resources? How are projects prioritized? How do we prioritize projects, operations and break-fix support while servicing multiple constituents (business and IT)? • Why are we working on [this activity] and not [my project]? When can we lock-in Committed Dates? How can we bridge from High-Level Forecast to Tactical Plan? RPM: Framework for Answering Questions – Define Standards for Allocation of Resources – Facilitate Project Specification, Prioritization and Scheduling – Maintain Visibility to Resource Allocation and Assignment 8
  • 9. IT Budget Benchmarks 1.20% 1.10% $IT as % of Revenue Revenue (2.6%) CAGR 9.2% CAGR 1.00% 0.90% 0.80% IT Costs 4.7% CAGR 0.70% 06 07 08 09 10 06 07 08 09 10 Sales (lbs) Gross Margin 11.7% CAGR 8.3% CAGR IT Costs IT Costs 4.7% CAGR 4.7% CAGR 9
  • 10. IT Budget “Mix” 2006 2007 2008 2009 2010 18% 24% 25% 23% Enhance the Business (ETB) 29% Projects 47% Run the Business (RTB) 41% 41% 41% ETB (Projects) 36% Operations, Break / Fix, RTB Variable Help Desk Variable 35% 35% 36% 35% 34% Software Maintenance, Telecom, etc Working to shift money into ETB Trends in the right direction – • Support revenue / volume growth • Cost Savings in Communication, HW/SW • Enable cost reductions / productivity Maintenance • Labor shift to Projects over “Run the business” 10
  • 11. Background / EnvironmentIT Resource Forecasting Model Mix MethodProject RoadmapsDemand Management in ActionBumps in the RoadHitting a Wall (well, a Bigger Bump) 11
  • 12. IT Budget “Mix” 2006 2007 2008 2009 2010 18% 24% 25% 23% Enhance the Business (ETB) 29% Projects 47% Run the Business (RTB) 41% 41% 41% ETB (Projects) 36% Operations, Break / Fix, RTB Variable Help Desk Variable 35% 35% 36% 35% 34% Software Maintenance, Telecom, etc Working to shift money into ETB Trends in the right direction – • Support revenue / volume growth • Cost Savings in Communication, HW/SW • Enable cost reductions / productivity Maintenance • Labor shift to Projects over “Run the business” 12
  • 13. Model For the two major components of People Time … RTB ETB… define subcomponents / categories … Admin Operations Break/Fix Improvement Opportunity Projects Admin Meetings, Training/Development, Vacations/Holidays Operations Recurring maintenance, Patches – Keeping things running Break/Fix Bug fixes, Remedy tickets – “… it used to work but now it doesn’t …” Improvement Process documentation, user assistance, small development efforts Opportunity Opportunity Phase of New Projects – prepping for Concept Tollgate Projects Grouped by business, and moving through the PM stage gates … with enough detail to Forecast by month. 13
  • 14. The Forecast ResourceCTS # Project Name Jan12 Feb12 Mar12 Apr12 May12 Jun12 Name10574 Split SAP Company Code Erlanger 0.10 - - - - -10764 Migrate Common Business Processes Erlanger 0.40 0.40 0.40 0.50 - -10840 Freight All Kinds (FAK) reclassification Erlanger 0.05 - - - - -11134 New rate upload template Erlanger 0.05 - - - - -11238 Pre-Tendering of freight loads Erlanger 0.05 0.20 0.10 - - -11308 Small Parcel Shipping vendor switch Erlanger 0.10 0.10 - - - -11431 Genl ETB Q112: Transportation/WarehousingErlanger 0.05 0.05 0.05 0.05 0.05 0.05 Break / Fix Erlanger 0.15 0.15 0.15 0.15 0.15 0.15 Operations Erlanger 0.10 0.10 0.10 0.10 0.10 0.10 Holidays Erlanger 0.05 - - 0.05 - - Other Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Regular "Non-Working" Time Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Vacation Erlanger - - - - - - Warehouse/Transportation Systems Erlanger 120% 110% 90% 95% 40% 40% 14
  • 15. Accurate vs. EasyAvailable Time Hours per Day 8.0 ==> 40 Hours per Week Days per Week 5.0 ==> 20 Days per Month Weeks per Month 4.0 ==> 48 Weeks per Year Months per Year 12.0 ==> 160 Hours per Month 1,920 Hours per Year 96% of 2000 hoursForecast Calculator Display If a task will take 6.0 days … put 0.300 in for the month 0.30 " 2.0 hours per day … " 0.250 " 0.25 " 12.0 hours per week … " 0.300 " 0.30 " 16.0 hours per month … " 0.100 " 0.10 " 3.0 weeks … " 0.750 " 0.75Resources are … … if total work is … Available / Underplanned less than 85% utilized (34 hours per week) Comfortable 85% - 100% " Busy greater than 100% " (40 hours per week) Unavailable / Overcommitted greater than 115% " (46 hours per week) 15
  • 16. The Forecast ResourceCTS # Project Name Jan12 Feb12 Mar12 Apr12 May12 Jun12 Name10574 Split SAP Company Code Erlanger 0.10 - - - - -10764 Migrate Common Business Processes Erlanger 0.40 0.40 0.40 0.50 - -10840 Freight All Kinds (FAK) reclassification Erlanger 0.05 - - - - -11134 New rate upload template Erlanger 0.05 - - - - -11238 Pre-Tendering of freight loads Erlanger 0.05 0.20 0.10 - - -11308 Small Parcel Shipping vendor switch Erlanger 0.10 0.10 - - - -11431 Genl ETB Q112: Transportation/WarehousingErlanger 0.05 0.05 0.05 0.05 0.05 0.05 Break / Fix Erlanger 0.15 0.15 0.15 0.15 0.15 0.15 Operations Erlanger 0.10 0.10 0.10 0.10 0.10 0.10 Holidays Erlanger 0.05 - - 0.05 - - Other Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Regular "Non-Working" Time Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Vacation Erlanger - - - - - - Warehouse/Transportation Systems Erlanger 120% 110% 90% 95% 40% 40% 16
  • 17. Accurate vs. EasyAvailable Time Hours per Day 8.0 ==> 40 Hours per Week Days per Week 5.0 ==> 20 Days per Month Weeks per Month 4.0 ==> 48 Weeks per Year Months per Year 12.0 ==> 160 Hours per Month 1,920 Hours per Year 96% of 2000 hoursForecast Calculator Display If a task will take 6.0 days … put 0.300 in for the month 0.30 " 2.0 hours per day … " 0.250 " 0.25 " 12.0 hours per week … " 0.300 " 0.30 " 16.0 hours per month … " 0.100 " 0.10 " 3.0 weeks … " 0.750 " 0.75Resources are … … if total work is … Available / Underplanned less than 85% utilized (34 hours per week) Comfortable 85% - 100% " Busy greater than 100% " (40 hours per week) Unavailable / Overcommitted greater than 115% " (46 hours per week) 17
  • 18. Accurate vs. EasyAvailable Time Hours per Day 8.0 ==> 40 Hours per Week Days per Week 5.0 ==> 21 Days per Month Weeks per Month 4.166 ==> 50 Weeks per Year Months per Year 12.0 ==> 167 Hours per Month 2,000 Hours per Year 100% of 2000 hoursForecast Calculator Display If a task will take 6.0 days … put 0.288 in for the month 0.29 " 2.0 hours per day … " 0.250 " 0.25 " 12.0 hours per week … " 0.300 " 0.30 " 16.0 hours per month … " 0.096 " 0.10 " 3.0 weeks … " 0.720 " 0.72Resources are … … if total work is … Available / Underplanned less than 85% utilized (34 hours per week) Comfortable 85% - 100% " Busy greater than 100% " (40 hours per week) Unavailable / Overcommitted greater than 115% " (46 hours per week) 18
  • 19. Accurate vs. EasyAvailable Time Hours per Day 9.0 ==> 45 Hours per Week Days per Week 5.0 ==> 21 Days per Month Weeks per Month 4.2 ==> 50 Weeks per Year Months per Year 12.0 ==> 187 Hours per Month 2,249 Hours per Year 112% of 2000 hoursForecast Calculator Display If a task will take 6.0 days … put 0.288 in for the month 0.29 " 2.0 hours per day … " 0.222 " 0.22 " 12.0 hours per week … " 0.267 " 0.27 " 16.0 hours per month … " 0.085 " 0.09 " 3.0 weeks … " 0.720 " 0.72Resources are … … if total work is … Available / Underplanned less than 85% utilized (38.25 hours per week) Comfortable 85% - 100% " Busy greater than 100% " (45 hours per week) Unavailable / Overcommitted greater than 115% " (51.75 hours per week) 19
  • 20. Accurate vs. EasyAvailable Time Hours per Day 9.0 ==> 45 Hours per Week Days per Week 5.0 ==> 21 Days per Month Weeks per Month 4.2 ==> 50 Weeks per Year Months per Year 12.0 ==> 187 Hours per Month 2,249 Hours per Year 112% of 2000 hoursForecast Calculator Display If a task will take 6.0 days … put 0.288 in for the month 0.29 " 2.0 hours per day … " 0.222 " 0.22 " 12.0 hours per week … " 0.267 " 0.27 " 16.0 hours per month … " 0.085 " 0.09 " 3.0 weeks … " 0.720 " 0.72Resources are … … if total work is … Available / Underplanned less than 85% utilized (38.25 hours per week) Comfortable 85% - 100% " Busy greater than 100% " (45 hours per week) Unavailable / Overcommitted greater than 115% " (51.75 hours per week) 20
  • 21. The Forecast ResourceCTS # Project Name Jan12 Feb12 Mar12 Apr12 May12 Jun12 Name10574 Split SAP Company Code Erlanger 0.10 - - - - -10764 Migrate Common Business Processes Erlanger 0.40 0.40 0.40 0.50 - -10840 Freight All Kinds (FAK) reclassification Erlanger 0.05 - - - - -11134 New rate upload template Erlanger 0.05 - - - - -11238 Pre-Tendering of freight loads Erlanger 0.05 0.20 0.10 - - -11308 Small Parcel Shipping vendor switch Erlanger 0.10 0.10 - - - -11431 Genl ETB Q112: Transportation/WarehousingErlanger 0.05 0.05 0.05 0.05 0.05 0.05 Break / Fix Erlanger 0.15 0.15 0.15 0.15 0.15 0.15 Operations Erlanger 0.10 0.10 0.10 0.10 0.10 0.10 Holidays Erlanger 0.05 - - 0.05 - - Other Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Regular "Non-Working" Time Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Vacation Erlanger - - - - - - Warehouse/Transportation Systems Erlanger 120% 110% 90% 95% 40% 40% 21
  • 22. Accurate vs. EasyAvailable Time Hours per Day 8.0 ==> 40 Hours per Week Days per Week 5.0 ==> 20 Days per Month Weeks per Month 4.0 ==> 48 Weeks per Year Months per Year 12.0 ==> 160 Hours per Month 1,920 Hours per Year 96% of 2000 hoursForecast Calculator Display If a task will take 6.0 days … put 0.300 in for the month 0.30 " 2.0 hours per day … " 0.250 " 0.25 " 12.0 hours per week … " 0.300 " 0.30 " 16.0 hours per month … " 0.100 " 0.10 " 3.0 weeks … " 0.750 " 0.75Resources are … … if total work is … Available / Underplanned less than 85% utilized (34 hours per week) Comfortable 85% - 100% " Busy greater than 100% " (40 hours per week) Unavailable / Overcommitted greater than 115% " (46 hours per week) 22
  • 23. Accurate vs. EasyAvailable Time Hours per Day 8.0 ==> 40 Hours per Week Days per Week 5.0 ==> 20 Days per Month Weeks per Month 4.0 ==> 48 Weeks per Year Months per Year 12.0 ==> 160 Hours per Month 1,920 Hours per Year 96% of 2000 hoursForecast Calculator Display If a task will take 6.0 days … put 0.300 in for the month 0.30 " 2.0 hours per day … " 0.250 " 0.25 " 12.0 hours per week … " 0.300 " 0.30 " 16.0 hours per month … " 0.100 " 0.10 " 3.0 weeks … " 0.750 " 0.75Resources are … … if total work is … Available / Underplanned less than 85% utilized (34 hours per week) Comfortable 85% - 100% " Busy greater than 100% " (40 hours per week) Unavailable / Overcommitted greater than 115% " (46 hours per week) 23
  • 24. The Forecast ResourceCTS # Project Name Jan12 Feb12 Mar12 Apr12 May12 Jun12 Name10574 Split SAP Company Code Erlanger 0.10 - - - - -10764 Migrate Common Business Processes Erlanger 0.40 0.40 0.40 0.50 - -10840 Freight All Kinds (FAK) reclassification Erlanger 0.05 - - - - -11134 New rate upload template Erlanger 0.05 - - - - -11238 Pre-Tendering of freight loads Erlanger 0.05 0.20 0.10 - - -11308 Small Parcel Shipping vendor switch Erlanger 0.10 0.10 - - - -11431 Genl ETB Q112: Transportation/WarehousingErlanger 0.05 0.05 0.05 0.05 0.05 0.05 Break / Fix Erlanger 0.15 0.15 0.15 0.15 0.15 0.15 Operations Erlanger 0.10 0.10 0.10 0.10 0.10 0.10 Holidays Erlanger 0.05 - - 0.05 - - Other Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Regular "Non-Working" Time Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Vacation Erlanger - - - - - - Warehouse/Transportation Systems Erlanger 120% 110% 90% 95% 40% 40% 24
  • 25. Forecasting RTB – Operations, Break/Fix, Admin Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameRTB Break / Fix Kinsale Blackthorne 0.28 0.28 0.28 0.28 0.28 0.28RTB Break / Fix Kinsale Daleside 0.05 0.05 0.05 0.05 0.05 0.05RTB Break / Fix Kinsale Erlanger 0.15 0.15 0.15 0.15 0.15 0.15RTB Break / Fix Kinsale Fontana - - - - - -RTB Operations Kinsale Blackthorne 0.22 0.22 0.22 0.22 0.22 0.22RTB Operations Kinsale Daleside 0.05 0.05 0.05 0.05 0.05 0.05RTB Operations Kinsale Erlanger 0.10 0.10 0.10 0.10 0.10 0.10RTB Operations Kinsale Fontana 0.10 0.10 0.10 0.10 0.10 0.10Admin Holidays Kinsale Blackthorne 0.05 - - 0.05 - -Admin Holidays Kinsale Daleside 0.05 - - 0.05 - -Admin Holidays Kinsale Erlanger 0.05 - - 0.05 - -Admin Holidays Kinsale Fontana 0.05 - - 0.05 - -Admin Other Kinsale Blackthorne - - - - - -Admin Other Kinsale Daleside - - - - - -Admin Other Kinsale Erlanger 0.05 0.05 0.05 0.05 0.05 0.05Admin Other Kinsale Fontana - - 0.25 - - -Admin Regular "Non-Working" Time Kinsale Blackthorne 0.05 0.05 0.05 0.05 0.05 0.05Admin Regular "Non-Working" Time Kinsale Daleside 0.05 0.05 0.05 0.05 0.05 0.05Admin Regular "Non-Working" Time Kinsale Erlanger 0.05 0.05 0.05 0.05 0.05 0.05Admin Regular "Non-Working" Time Kinsale Fontana 0.05 0.05 0.05 0.05 0.05 0.05Admin Vacation Kinsale Blackthorne - - - - - -Admin Vacation Kinsale Daleside - - - 0.25 - -Admin Vacation Kinsale Erlanger - - - - - -Admin Vacation Kinsale Fontana 0.05 0.05 - - - -
  • 26. Forecasting – Projects Project Admin ResourceCTS # Project Name Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager Manager Name10940 YSHIFT new table functionality Swaton Kelley Swaton 0.20 0.20 - - - -10940 YSHIFT new table functionality Swaton Kelley Ysidro 0.10 0.10 - - - -10946 Split EDI Envelopes Spilker Kurzsich Bodegon - 0.15 0.15 0.15 0.15 -10946 Split EDI Envelopes Spilker Kurzsich Kurzsich 0.02 0.05 0.05 0.05 0.05 -10946 Split EDI Envelopes Spilker Kurzsich Smith - 0.20 0.20 0.20 0.20 -10946 Split EDI Envelopes Spilker Kurzsich Spilker 0.10 0.25 0.25 0.25 - -10947 Add Newco Spend into SAP BW Procurement Fontana Kinsale Fontana 0.05 0.05 - - - -10947 Add Newco Spend into SAP BW Procurement Fontana Tucker Tucker 0.01 0.01 - - - -10947 Add Newco Spend into SAP BW Procurement Fontana Tucker Minkina 0.10 0.05 0.05 0.05 - -10979 RMC Racking - Full RF Redesign Merhl Stepana Merhl 0.15 0.15 0.10 - - -10979 RMC Racking - Full RF Redesign Merhl Stepana Farthing 0.15 0.15 0.10 - - -10989 Create Mfg reports in Data Warehouse Obermayr Tucker Arbor 0.50 0.50 0.50 0.50 0.20 -10989 Create Mfg reports in Data Warehouse Obermayr Tucker Tucker 0.05 0.05 0.05 0.05 0.05 -10989 Create Mfg reports in Data Warehouse Obermayr Kelley Obermayr 0.20 0.40 0.40 - - -11000 BU Intranet Collab Site Upgrades Bastone Wilkins Kappeli 0.10 0.15 - - - -11000 BU Intranet Collab Site Upgrades Bastone Wilkins Wilkins 0.10 0.10 - - - -11000 BU Intranet Collab Site Upgrades Bastone Wilkins Bastone 0.10 - - - - -11000 BU Intranet Collab Site Upgrades Bastone Collins Parque 0.05 0.05 - - - -11009 Canadian ACH SAP AP Vallenson Vallenson Jolus 0.20 0.20 0.20 - - - 0.20 0.20 0.20 - - 26 -11009 Canadian ACH SAP AP Vallenson Vallenson Minskoe
  • 27. The Forecast ResourceCTS # Project Name Jan12 Feb12 Mar12 Apr12 May12 Jun12 Name10574 Split SAP Company Code Erlanger 0.10 - - - - -10764 Migrate Common Business Processes Erlanger 0.40 0.40 0.40 0.50 - -10840 Freight All Kinds (FAK) reclassification Erlanger 0.05 - - - - -11134 New rate upload template Erlanger 0.05 - - - - -11238 Pre-Tendering of freight loads Erlanger 0.05 0.20 0.10 - - -11308 Small Parcel Shipping vendor switch Erlanger 0.10 0.10 - - - -11431 Genl ETB Q112: Transportation/WarehousingErlanger 0.05 0.05 0.05 0.05 0.05 0.05 Break / Fix Erlanger 0.15 0.15 0.15 0.15 0.15 0.15 Operations Erlanger 0.10 0.10 0.10 0.10 0.10 0.10 Holidays Erlanger 0.05 - - 0.05 - - Other Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Regular "Non-Working" Time Erlanger 0.05 0.05 0.05 0.05 0.05 0.05 Vacation Erlanger - - - - - - Warehouse/Transportation Systems Erlanger 120% 110% 90% 95% 40% 40% 27
  • 28. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 28 44%Avail BW ABAP DevKey L Tucker Tucker
  • 29. Background / EnvironmentIT Resource Forecasting Model Mix MethodProject RoadmapsDemand Management in ActionBumps in the RoadHitting a Wall (well, a Bigger Bump) 29
  • 30. “Local” Project Roadmaps MS Project draws pretty pictures … 30
  • 31. “Local” Project Roadmaps Getting a Reasonable Subset of the Universe In Sight  “Large” projects, cut across multiple disciplines  “Local” projects – what’s on my plate? 31
  • 32. “Local” Project Roadmaps Getting a Reasonable Subset of the Universe In Sight  Top: Projects have been manually “leveled”, scheduled  Bottom: Logistical details / scheduling TBD 32
  • 33. Forecasting – Projects Project Admin ResourceCTS # Project Name Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager Manager Name10940 YSHIFT new table functionality Swaton Kelley Swaton 0.20 0.20 - - - -10940 YSHIFT new table functionality Swaton Kelley Ysidro 0.10 0.10 - - - -10946 Split EDI Envelopes Spilker Kurzsich Bodegon - 0.15 0.15 0.15 0.15 -10946 Split EDI Envelopes Spilker Kurzsich Kurzsich 0.02 0.05 0.05 0.05 0.05 -10946 Split EDI Envelopes Spilker Kurzsich Smith - 0.20 0.20 0.20 0.20 -10946 Split EDI Envelopes Spilker Kurzsich Spilker 0.10 0.25 0.25 0.25 - -10947 Add Newco Spend into SAP BW Procurement Fontana Kinsale Fontana 0.05 0.05 - - - -10947 Add Newco Spend into SAP BW Procurement Fontana Tucker Tucker 0.01 0.01 - - - -10947 Add Newco Spend into SAP BW Procurement Fontana Tucker Minkina 0.10 0.05 0.05 0.05 - -10979 RMC Racking - Full RF Redesign Merhl Stepana Merhl 0.15 0.15 0.10 - - -10979 RMC Racking - Full RF Redesign Merhl Stepana Farthing 0.15 0.15 0.10 - - -10989 Create Mfg reports in Data Warehouse Obermayr Tucker Arbor 0.50 0.50 0.50 0.50 0.20 -10989 Create Mfg reports in Data Warehouse Obermayr Tucker Tucker 0.05 0.05 0.05 0.05 0.05 -10989 Create Mfg reports in Data Warehouse Obermayr Kelley Obermayr 0.20 0.40 0.40 - - -11000 BU Intranet Collab Site Upgrades Bastone Wilkins Kappeli 0.10 0.15 - - - -11000 BU Intranet Collab Site Upgrades Bastone Wilkins Wilkins 0.10 0.10 - - - -11000 BU Intranet Collab Site Upgrades Bastone Wilkins Bastone 0.10 - - - - -11000 BU Intranet Collab Site Upgrades Bastone Collins Parque 0.05 0.05 - - - -11009 Canadian ACH SAP AP Vallenson Vallenson Jolus 0.20 0.20 0.20 - - - 0.20 0.20 0.20 - - 33 -11009 Canadian ACH SAP AP Vallenson Vallenson Minskoe
  • 34. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 34 44%Avail BW ABAP DevKey L Tucker Tucker
  • 35. Background / EnvironmentIT Resource Forecasting Model Mix MethodProject RoadmapsDemand Management in ActionBumps in the RoadHitting a Wall (well, a Bigger Bump) 35
  • 36. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 36 44%Avail BW ABAP DevKey L Tucker Tucker
  • 37. “Local” Project Roadmaps Getting a Reasonable Subset of the Universe In Sight  Top: Projects have been manually “leveled”, scheduled  Bottom: Logistical details / scheduling TBD 37
  • 38. Forecast Load Check 134 % 116 % 125 % 38
  • 39. Forecast Load Check 134 % 116 % 39
  • 40. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 40 44%Avail BW ABAP DevKey L Tucker Tucker
  • 41. Background / EnvironmentIT Resource Forecasting Model Mix MethodProject RoadmapsDemand Management in ActionBumps in the RoadHitting a Wall (well, a Bigger Bump) 41
  • 42. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 42 44%Avail BW ABAP DevKey L Tucker Tucker
  • 43. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 43 44%Avail BW ABAP DevKey L Tucker Tucker
  • 44. Bad Behavior: Mild Project Admin Resource Project Name Jan12 Feb12 Mar12 Manager Manager NameGreen Migrate Common Business Processes Kinsale Kelley Obermayr 0.10 0.10 0.05Green Create Mfg reports in Data Warehouse Obermayr Kelley Obermayr 0.20 0.40 0.40Green OEE Data Input and Download from ERP Obermayr Kelley Obermayr 0.20 - -Green Plant 3 Maintenance System ImplementationObermayr Kelley Obermayr 0.20 0.10 0.20Complete Plant 2 Maintenance System ImplementationObermayr Kelley Obermayr 0.05 0.05 -Green PE Group Data Retrieval Obermayr Kelley Obermayr 0.10 0.10 0.20Proposed General ETB Q1-2012: Manufacturing Kelley Kelley Obermayr - 0.05 0.05RTB Break / Fix Kelley Obermayr 0.03 0.03 0.03RTB Operations Kelley Obermayr 0.02 0.02 0.02Admin Holidays Kelley Obermayr 0.05 - 0.05Admin Other Kelley Obermayr 0.05 0.05 0.05Admin Regular "Non-Working" Time Kelley Obermayr 0.05 0.05 0.05Admin Vacation Kelley Obermayr - 0.30 -Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 44
  • 45. Bad Behavior: Mild Project Admin Resource Project Name Jan12 Feb12 Mar12 Manager Manager NameGreen Migrate Common Business Processes Kinsale Kelley Obermayr 0.10 0.10 0.05Green Create Mfg reports in Data Warehouse Obermayr Kelley Obermayr 0.20 0.40 0.40Green OEE Data Input and Download from ERP Obermayr Kelley Obermayr 0.20 - -Green Plant 3 Maintenance System ImplementationObermayr Kelley Obermayr 0.20 0.10 0.20Complete Plant 2 Maintenance System ImplementationObermayr Kelley Obermayr 0.05 0.05 -Green PE Group Data Retrieval Obermayr Kelley Obermayr 0.10 0.10 0.20Proposed General ETB Q1-2012: Manufacturing Kelley Kelley Obermayr - 0.05 0.05RTB Break / Fix Kelley Obermayr 0.03 0.03 0.03RTB Operations Kelley Obermayr 0.02 0.02 0.02Admin Holidays Kelley Obermayr 0.05 - 0.05Admin Other Kelley Obermayr 0.05 0.05 0.05Admin Regular "Non-Working" Time Kelley Obermayr 0.05 0.05 0.05Admin Vacation Kelley Obermayr - 0.30 -Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% Assumption: we are Modeling Reality  People typically do not work on vacation  Project plans should reflect actual time planned to work  Will that vacation gap impact project time lines? 45
  • 46. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 46 44%Avail BW ABAP DevKey L Tucker Tucker
  • 47. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 47 44%Avail BW ABAP DevKey L Tucker Tucker
  • 48. Bad Behavior: Significant Project Resource Project Name Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameShop Floor Scheduling System Leyton Janga 0.20 0.20 0.20 0.20 0.20 0.20Shop Floor Scheduling System Leyton Heilgeist 0.80 0.80 0.80 0.80 0.80 0.80Shop Floor Scheduling System Leyton Kalles 0.40 0.40 0.40 0.40 0.40 0.40Shop Floor Scheduling System Leyton Marston 0.05 0.05 0.05 0.05 0.05 0.05Relocate East DC Technical Infrastructure Marston Mandeville 0.02 0.01 - - - -Relocate East DC Technical Infrastructure Marston Pekin 0.05 0.10 - - - -Relocate East DC Technical Infrastructure Marston Cutter 0.10 0.30 0.25 0.10 - -Relocate East DC Technical Infrastructure Marston Heilgeist 0.05 0.05 0.15 0.05 - - Assumption: We are Modeling Effort Time NOT Calendar Time  Work forecasts for Effort Time in the project plan  You are working from a project plan, yes?  This is NOT a Reservation System 48
  • 49. Prioritization Process - Requirements 1. Simplicity a. Clearly Documented Process b. Common Terms c. Minimal “Bureaucracy” 2. Visibility a. Inside / Outside of IT b. Qualitative and Quantitative c. Forward- / Backward-Looking 3. Transparency a. Capture All Inputs b. Show Real Business Value c. Alignment with Business Objectives d. Distribution of Resources across Business Units e. Evergreen, Never Forgets 49
  • 50. Background / EnvironmentIT Resource Forecasting Model Mix MethodProject RoadmapsDemand Management in ActionBumps in the RoadHitting a Wall (well, a Bigger Bump) 50
  • 51. Major Change brings Major Bumps Challenge: Multiple, Large, Concurrent Projects • Six major projects in 2011; go-lives 10/1, 11/1, 12/1, 1/1, 2/1 • Functional resources (operations, finance, etc.) not in the forecast, but often the constraint 51
  • 52. “Local” Project Roadmaps MS Project draws pretty pictures … 52
  • 53. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 53 44%Avail BW ABAP DevKey L Tucker Tucker
  • 54. Major Change brings Major Bumps Challenge: Multiple, Large, Concurrent Projects • Six major projects in 2011; go-lives 10/1, 11/1, 12/1, 1/1, 2/1 • Functional resources (operations, finance, etc.) not in the forecast, but often the constraint Challenge: Large Influx of New Users • Internally developed system; documentation is good, not great • Rules of Golf represent some fundamental philosophy changes 54
  • 55. 55
  • 56. 56
  • 57. Major Change brings Major Bumps Challenge: Multiple, Large, Concurrent Projects • Six major projects in 2011; go-lives 10/1, 11/1, 12/1, 1/1, 2/1 • Functional resources (operations, finance, etc.) not in the forecast, but often the constraint Challenge: Large Influx of New Users • Internally developed system; documentation is good, not great • Rules of Golf represent some fundamental philosophy changes Challenge: Change in Basic Business Philosophy • Then: Slow Growth and Low Risk • Now: Fast Growth and Medium Risk 57
  • 58. A Natural LawSound familiar? Growing request list Existing large backlog Quick-changing demands Bottlenecks on key resources / skillsChallenge Too many projects and commitments, not enough peopleSolution Resource Requirements Forecast + “Local” Project Roadmaps Manage the constrained resources and let everything else “flow”
  • 59. A Natural LawSound familiar? Growing request list Existing large backlog Quick-changing demands Bottlenecks on key resources / skillsChallenge Too many projects and commitments, not enough peopleSolution Resource Requirements Forecast + “Local” Project Roadmaps Manage the constrained resources and let everything else “flow”
  • 60. Resource Forecast and CapacityCampIT - IT Portfolio Management ConferenceRosemont, IL Feb 16, 2012 James P. MacLennan Vice President, Information Technology Pactiv LLC 1900 West Field Court Lake Forest, IL 60045 (847) 840 8132 jpmacl@cazh1.com An electronic version of these slides is available online www.cazh1.comImage Credits: By Geoff (originally posted to Flickr as Pilgrims path) [CC-BY-2.0 (www.creativecommons.org/licenses/by/2.0)], via Wikimedia Commons This presentation is licensed under the Attribution-NonCommercial-NoDerivs 3.0 United States license, available at http://creativecommons.org/licenses/by-nc-sa/3.0/20120216 CAMPIT CONFERENCE ROSEMONT.PPX
  • 61. MixWhat is the `best mix? Admin (25%) “RTB” (25%) “Maint” (25%) Projects (25%) “Maint” Admin (20%) “RTB” (30%) Projects (40%) (10%) “Maint” Projects Admin (30%) “RTB” (50%) (10%) (10%) Next Steps - Define Standards for Allocation of Resources How much time on Admin? Department standards / expectations What tasks, what % of time for “RTB”? Which systems, resources, time commitment for “Maintenance”? How much time / resources on the prioritized list of Projects? 62
  • 62. Symphony 2008 Objectives Problem: We [still] prioritize and schedule more work than we can get done! Cause / Effect: – Stuff takes a long time to finish – Stuff takes a long time to get started – Outside factors stop progress; restarts are painful – 1 / 2 / 3 / 99 … difficult / inconsistent / squishy – Stopping something that is already started is almost unheard of Result: – Angst about overscheduling … – Frustration over Constrained Resources – Frustration over Lack of Control of My Schedule – ... and we avoid the "most difficult" conversations with business units that want this stuff we avoid the "No"s
  • 63. Get the Red Out! Admin Resource Jan12 Feb12 Mar12 Apr12 May12 Jun12 Manager NameAvail SC Planning / Manufacturing / Plant Engineering Kelley Rockwell 105% 90% 100% 105% 105% 105%Avail SC Planning / Manufacturing / Plant Engineering Kelley Burch 90% 95% 100% 100% 100% 100%Avail SC Planning / Manufacturing / Plant Engineering Kelley Ellerton 90% 55% 70% 60% 60% 60%Avail SC Planning / Manufacturing / Plant Engineering Kelley Innsbruck 125% 90% 105% 105% 105% 105%Avail Manufacturing Systems Kelley Kelley 100% 80% 50% 65% 30% 35%Avail SC Planning / Manufacturing / Plant Engineering Kelley Lerner 85% 85% 70% 70% 70% 70%Avail Manufacturing Systems Kelley Obermayr 105% 125% 110% 50% 25% 25%Avail Manufacturing Systems DevKey B Kelley Swaton 115% 65% 50% 50% 30% 30%Avail Warehouse / Distribution / Procurement Kinsale Blackthorne 105% 100% 105% 105% 105% 105%Avail Warehouse / Distribution / Procurement Kinsale Daleside 110% 105% 30% 55% 25% 25%Avail Warehouse/Transportation Systems Kinsale Erlanger 120% 110% 95% 95% 45% 45%Avail Warehouse/Transportation Systems Kinsale Fontana 130% 125% 35% 35% 25% 25%Avail Finance / Human Resources / Legal Kinsale Heilgeist 125% 120% 125% 125% 125% 125%Avail Whse/Trans Sys DevKey D Kinsale Kinnesport 100% 115% 80% 90% 40% 40%Avail Whse/Trans Sys DevKey L Kinsale Kinsale 105% 76% 76% 95% 35% 35%Avail Finance / Human Resources / Legal Kinsale Pavalar 105% 90% 95% 95% 95% 95%Avail Warehouse/Transportation Systems Kinsale Flanders 105% 115% 25% 75% 25% 25%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Andrus 95% 90% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Arbor 137% 92% 77% 107% 77% 37%Avail BW ABAP DevKey B Tucker Cuharick 92% 107% 72% 67% 27% 27%Avail BW ABAP DevKey B Tucker Minneta 116% 131% 116% 71% 26% 26%Avail BW: Func Desn/Build, Qrys/Rpts Tucker Monrovia 100% 95% 95% 95% 95% 95%Avail BW ABAP DevKey B Tucker Malkhard 61% 56% 26% 26% 26% 26% 99% 88% 69% 60% 49% 64 44%Avail BW ABAP DevKey L Tucker Tucker

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