REMINDER

Check in on the

COLLABORATE mobile app

It's integrated! Why won't you use it?

Michael Lepage Managing Partner PlannerTuts Online Training www.plannertuts.com

10 Must-Do Tactics to Help Companies Roll-out Integrated Primavera P6 Solutions

Session ID#: #15422

Primavera P6 ELearning

for the Enterprise

Blended Learning & Support

Guided Curriculum

Scalable for 100s of users

Experienced Instructors

-- an online Library of Primavera P6 Learning.

Goal

Goal

What happened?

■ We got caught up in the thrill of integrating 2 systems

■ And forgot about the end user.

What happened?

■ We got caught up in the thrill of integrating 2 systems

■ And forgot about the end user.

10 Must-Do Tactics to help

companies roll-out integrated

Primavera P6 solutions

Let Your Users Have a Voice

Most often, users will support something they are involved in. Get them involved.

Engage them on the “WHY”

Ask for open and honest feedback.

Let them speak, complain and be heard.

You don’t have to fix everything, just listening is most important.

Gather Anonymous Feedback

Break it Up

“Wisely, and slow. They stumble that run fast.” -Shakespeare

• Deliver pieces incrementally over a reasonable period of time

• Allow users to learn and integrate each piece

• Refine and make corrections as you go

• Agile principles

• Rapid delivery

• Changing requirements

• Feedback from business often

Have a Measurable Business Goal (one that users will want to rally behind)

Make it meaningful for users, not just sponsors

Track it and report on it

eg: Reduce Month-End Report Prep Time by

50% Eliminate Excel Spreadsheets Reduce Redundant Reporting to 0

Pilot First, Evaluate, Then Rollout.

• Use a Pilot period. Prove it out.

• Use real projects

• Use lower-priority projects

• Define Success Criteria

• Let the Pilot team Evaluate the system from a user’s perspective

3-Day Onsite Training

3-Day Onsite Training Continuous

Learning

3-Day Onsite Training

Learn

Use

Learn Use

Learn

Use

Continuous Learning

Don’t just provide training, provide a Learning Path for your users after training.

Self-Paced Learning (Videos, Tutorials, Workshops,

Documentation, etc.)

Virtual Training (Screen sharing + a Live Training

Environment)

Simulations (A Simulation of the software presented

in Flash)

Beware the “System of Record”

What are the User implications for having a System of Record for cost or schedule information? What workaround will users have to execute to work?

SAP WBS Actual Costs Resources

Primavera P6 Activities Resource Assignments Budgeted Costs

Don’t Bend to the Tech Gods

SAP team forced Users to have 2 projects in Primavera P6

Capital Costs

Expense Costs

User were forced to work with 2 projects instead of 1 in P6.

Find technology solutions that work for all departments involved

Go to BATTLE for your users

Make time for people to Engage with the new integrated system

“I’m already swamped. Now I have to learn this new system. There’s no time left to do my work.”

Provide incentives. You can make it Fun.

Give users a challenge to earn a prize

The first user to figure out how to import WBS data from SAP and show me their report goes mini-putting.

Get them engaged.

They will help each other.

Execs – be a Project Scheduler for a Day

Use the solution yourself for a full day, alongside other users.

Engage with users, ask for help and feedback.

Volunteer to be someone’s assistant scheduler for a day

Really understand issues, problems and pain points.

Dazzle them with your commitment to people.

Goal

Questions?

michael@plannertuts.com www.plannertuts.com

Please contact me with any questions about online training, e-learning and traditional training for Primavera applications.

Please complete the session evaluation.

Thank You!