More Related Content Similar to CAWorld2013_RM_ERF Similar to CAWorld2013_RM_ERF (20) 1. Successes and Failures of Rolling
out a Global Resource
Management Process
PP411SN
Project & Portfolio Management track
Erika Fermaints, PMP
Company logo goes here
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2. Erika Fermaints, PMP
Business Consultant – Clarity Functional Architect
How we have successfully rolled out a Clarity Global RM process
at a Major Worldwide Financial Institution. With over 35,000
users and 10,000+ RMs, BMs and PMs, we had many challenges.
The presentation will show metrics, targets as well
communications and planning tools.
abstract
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3. Resource Management Global process – goal
Deployment process overview – 3 Phase flexible approach
What went wrong?
Lessons learned – What went right?
Reporting and Metrics
Q&A
agenda
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5. Resource Management functionality in its totality includes
actual time and detailed forecasting at the project and task
level. This functionality enables you to control and predict
resource utilization throughout the Project lifecycle.
Global Resource Management Definitions
Resource Management is the practice of managing projects and
resources in order to have the right resources on the right projects,
at the right time.
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6. Create and edit resource profiles that identify a variety of characteristics
including primary role, skills, experience, employee type, individual
resource calendars, and more
View, edit, and track resource project allocations and workloads
Compare resource capacity with resource demand
Request and staff resources for projects
Locate resources with specific characteristics (availability, skills, location,
and more)
Global Resource Management Goal
Clarity Resource Management functionality offers a flexible framework
in which users can perform and monitor the following resource
management activities:
.
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8. 1 Availability 2 Allocations 3 Utilization
Data cleansing activities
Establish project records
Identify active project records
Close inactive project records
Security group modifications
Complete Resource records
Primary Role
Primary Skill
Primary Application (If
applicable)
Location – Country &
Function
Calendar
Allocate resources to projects
Confirm allocations
Approve allocations of
resources
Allocate roles to projects to
show unfilled demand
Replace roles with specific
resources
Develop detailed task level
WBS
Create task dependencies
Create resource task
assignments
Define estimate to complete
(ETCs) for each task
assignment
Perform Autoschedule to
evaluate and optimize
dependencies/assignments
Track actual hours
Re-Autoschedule to ensure
accurate forecasting of
uncompleted work
Key Outputs to be Expected
How many people?
What do they know?
When can they work?
Key Outputs to be Expected
What projects resources are allocated
to?
At what percent of time they are
expected to support the projects?
Key Outputs to be Expected
Actual amount of time spent and the
forecasted amount of work effort
remaining at a task/program/project
level
Resource Management Deployment Process – 3 step
flexible approach
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10. Management support (lack thereof)
System performance - slowness
Regional considerations
– Need to create Calendar based roles
Local laws – sensitive data
Non-Cooperative internal deployment leads – it doesn’t work
Data quality
Budget – NEVER ANY MONEY!
Issues
What went wrong?
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12. Don’t want RMs to hard book their resources only PMOs
To requisition or not to requisition
Roles – let’s add more
– Turned into a success; 30 roles only!!
Skills & Primary application
Let’s use spreadsheets
FTE Out of box conversion
Issues
Regional way of doing things
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14. Management support (renewed sense of direction/urgency)
System performance – CA releases and Internal resource
expertise
Big picture – Global resource pool
Local laws – security
Extra attention needed for Deployment leads
Data quality – views
Training – recordings, Clarity SME, Ask the expert
Lessons learned
What we can change and what went right?
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21. Paint the picture
Hard work but keep the goal in mind
Better data you can see
With each deployment; learn something new!
summary
a few words to review
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22. Please provide your feedback about this session
Session #:PP411SN
Session evaluation
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Editor's Notes 13 years PM experience
8 years Clarity experience; Managed implementations, TTT; admins/RMs/PMs/Users, IT RP Manager, Consultant for the past 5 years
Heavy concentration on RM and Reporting RM Process; if I asked everyone here to define what RM Process means to them and/or to their organization, I’d probably get 50 different responses
Customizable; based on need, training budgets, getting SMEs involved, templates to determine scope
How many people have started and stopped an RM deployment?
Integration with LDAP
Concept of using a global resource pool OBS changes/restructures (release process )
Information collection ( sizing scope) security needed to be evaluated for using Resource Planning, as there was an impact to the system response times
centralized roles based on the standard calendar and how they interact with supply side calendars Performance issues (fix provided in the September release) Everything is a showstopper!
the organization was directed to a consolidated role list (30 roles). Many companies struggle with this. 30 roles is impressive. QSO roles – how they use these to manage / report on data.
