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Jump Start Your Procurement for Public Sector (PPS) Implementa7on Paul F. Hanifan Jason Fair

3310 Jump Start Your Procurement for Public Sector PPS Implementation

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3310 Jump Start Your Procurement for Public Sector PPS Implementation

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Page 1: 3310 Jump Start Your Procurement for Public Sector PPS Implementation

Jump  Start  Your  Procurement  for  Public  Sector  (PPS)  Implementa7on    

Paul  F.  Hanifan  Jason  Fair  

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LEARNING  POINTS  

§  APS  –  Accelerated  Procurement  Solu7on  §  More  than  a  Concept  §  Benefits  §  Procurement  Best  Prac7ces  –  Func7onal  Overview  §  A  Lean  and  Agile  Approach  to  SRM/PPS    

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Introduc4ons  

Paul  Hanifan  §  Founder,  Managing  Partner  at  Summit  Consul7ng  §  17+  years  with  SAP  Logis7cs,  primarily  Materials  Management  

(MM),  Supplier  Rela7onship  Management  (SRM)  and  Procurement  for  Public  Sector  (PPS).    

§  SAP  implementa7on,  training  and  course  development,  system  configura7on  

§  Specialize  in  Public  Sector  industry:  Healthcare,  State  &  Local,  Federal,  Department  of  Defense  

Jason  Fair  §  CEO,  Genesis  Consul7ng  §  20+  years  of  SAP  implementa7on  experience  in  Finance,  Supply  

Chain  and  Sales  and  Distribu7on  §  Cer7fied  SAP  Consultant,  Project  Management  Professional  (PMP),  

Cer7fied  Scrum  Master  (CSM)    

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RETURN  ON  INVESTMENT  

§  Accelerated  Procurement  Solu4on  (APS)  –  More  than  a  concept    

§  Configured  SoZware  with  prac7cal  procurement  business  scenarios  §  Designed,  configured,  and  documented  an  integrated  procurement  solu7on  

to  support  common  Public  Sector  business  processes  §  APS  is  an  implementa7on  accelerator  applying  the  use  of  Lean  and  Agile    

techniques  while  leveraging  the  ASAP  methodology  §  Our  approach  delivers  capability  based  on  an  itera7ve  delivery  approach,  

reducing  the  amount  of  7me  spent  “thinking  about”  or  “discussing”  the  solu7on,  and  more  7me  building  and  demonstra7ng  the  solu7on      

§  APS  Helps  deliver  higher  quality  and  higher  customer  value  solu7ons  to  the  business  stakeholders    

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BENEFITS  

   

Simple  Acquisi4on  

   

   

Post    Award  

   

   

Complex  Acquisi4on  

       

Ordering  Arrangements  

   

§  Prototyping  capability  to  address  Public  Sector  Unique  Processes  

§  Business  Configura7on  Sets  (BC  Sets)  with  Best  Business  Prac7ces  for  Procurement  

§  Implementa7on  Guide  for  accelerated  ac7va7on  and  installa7on  

§  Delivery  model  leveraging  Solu7on  Manager  

§  Implementa7on  Plan  that  delivers  incremental  solu7on  to  stakeholders  

Configured  Business  Process  Scenarios  

Purchase Requisition

RFx / Bid

Purchase Order/Contract Award

Receiving

Invoicing

Budget  Check  /  Approvals  

Prompt  Payment    

Mixed  Use/Order  Types  

Regulatory  Clauses  /    Content  Management  

Change  Orders  (“Mods”)  

Amendments  

Requirements  Defini4on  

Funds  Management  AVC,    Incremental  funding  

Socio-­‐economic  policies      preferen4al  programs  

Receipt  vs.  Acceptance  

Workload    Management  

Required  Sources  of  Supply  

Administra4ve  Closure  

Structured    Contract  File  

Down  Payments  

Withholds/Reten4ons  

Priority    Requirements  

Acquisi4on    Planning  

Pricing  Arrangements  

Line  Item  Hierarchies  

Smart  Numbering  

Func4onal  Requirements  

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BENEFITS  

§  APS  –  Implementa4on  Benefits      

 Requirements  Assessment

   

• On-­‐site  soZware  to  show  capabili7es  during  requirements  defini7on  • Early  recogni7on  and  hands  on  assessment  of  available  func7onali7es  • Used  to  support  ini7al  scoping  

Implementa7on  Accelerator  

• Delivered  configura7on  supplemented  with  client  specific  configura7on  • Saves  implementa7on  costs  by  reducing  resource  requirements  and  project  7melines  • Able  to  address  OCM  issues  immediately  at  project  start  • Would  expect  to  save  15  to  25%  in  implementa7on  costs  

   

Upgrade  Assessment

     

• Can  be  used  to  support  development  of  an  upgrade  strategy  • Assess  migra7on  from  both  earlier  versions  of  PPS  and  3rd  Party  Alterna7ves    

PPS  Training  

• Adaptable  training  to  client  specific  needs    • End  User  Training  •  Implementa7on  Team  Training  • Content  Management  Training  

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BENEFITS  

§  APS  –  Requirements  Assessment    

§  Pre-­‐configured  soZware  available  immediately  on  site  to  show  capabili7es  during  process  reviews  and  requirements  defini7on  

§  Real-­‐Time  valida7on  of  form  and  fit  with  the  client’s  user  community    

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BENEFITS  

§  APS  –  Implementa4on  Accelerator    

§  Pre-­‐configura7on  offering  can  be  easily  supplemented  with  client  specific  configura7on  

 §  Saves  implementa7on  costs  by  reducing  resource  requirements  and  

project  7melines  

§  Able  to  address  OCM  issues  immediately  at  project  start  

§  Earlier  adop7on  and  acceptance  from  end  user  –  empowers  the  end  user  to  be  part  of  the  process  

§  Reduce  implementa7on  costs    

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BENEFITS  

§  APS  –  Upgrade  Assessment    

§  Can  be  used  to  support  development  of  an  upgrade  strategy    §  Evaluate  SRM/PPS  5.0  to  SRM/PPS  7.0  

§  Assess  migra7on  from  3rd  Party  bolt-­‐ons  to  SRM/PPS  7.0    

§  Assess  benefits  from  latest  release  §  Evaluate  benefits  achieved  with  complete  SAP  ERP  integra7on  over  custom  interfaces  from  3rd  party  offering  

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BENEFITS  

§  APS  –  PPS  Training    

§  Comprehensive  Consultant  Configura7on  Training    

§  Can  be  tailored  to  client    specific  needs  §  Developed  by  experts  that  designed  and  have  successfully  fielded  SAP  Procurement  for  Public  Sector  

§  Training  conducted  on-­‐site  

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BENEFITS  

§  APS  –  Accelera4ng  Implementa4on  from  Requirements  Analysis  thru  Realiza4on  and  End-­‐User  Training    

Planning   Delivery  

Post-­‐Upgrade  Support  

Project  Ini7a7on  

Func7onal  Analysis,  OCM  and  Benefits  Impact  

Final Prep & Implementation Team Training

Technical  Objects  Impact  Assessment  

Customizing  New  and  Enhanced  Func7onality  

Regression  and  Integra7on  Tes7ng  

End  User  Training    

End  User  Workshops  and  Training  

Manage  and  Convert  Data  

Security Model Upgrade

Task  Supported  by  Hosted  APS  Op7on    

Task  Supported  by  Onsite  APS  Op7on  

Custom  Development  Object  Updates  

Produc7on  Cut-­‐Over  Ac7vi7es  

APS  can  be  applied  to  accelerate  an  implementa7on  or  as  a  tool  to  assist  with  an  upgrade  analysis  using  a  variety  of  delivery  methods  -­‐  hosted  or  onsite,  tailored  to  a  client’s  needs  and  schedule.  

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BEST  PRACTICES  

§  APS  –  Func4onal  Overview    §  Integrated  procurement  solu7on  including  ECC  &  SRM/PPS  Func7onali7es      §  Delivered  /  Configured  APS  Func7onality  Includes:  

§  Materials  Management  §  Finance  /  Controlling  §  Funds  Management  with  Budge7ng  &  Availability  Control  (AVC)  §  Document  Builder  §  SRM  with  Procurement  for  Public  Sector  (PPS)  §  Workflow  Ac7va7ons  §  Authoriza7ons  

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BEST  PRACTICES  

§  APS  –  Delivered  /  Configured  PPS  Func4onality  includes  (par4al  lis4ng)  

§  Smart  Number  Line  Item  Hierarchies  §  Configurable  Item  Numbering  §  Op7onal  Line  Items  §  Mixed  Use  /  Order  Type  Line  Items  §  Incremental  Funding  §  Pricing  Arrangements  §  Extended  Purchase  Order  History  §  Public  Sector  User-­‐Specified  Status    §  Automated  Closeout  §  Shopping  Cart  Commitments  §  PPS  Tendering/RFx  func7onali7es  §  Guaranteed  Minimum  §  Records  Management  §  Document  Builder    

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RETURN  ON  INVESTMENT  

§  A  Lean  and  Agile  Approach  to  SRM  /  PPS  Lean  Thinking  §  Eliminate  Waste  §  Pull  From  Demand  –  Focus  

on  business  value    §  Empower  Workers  §  Enable  Con7nuous  

Improvement  

Some  Agile  Techniques  §  Frequent  inspec7on  and  adapta7on  §  Aligning  development  with  customer  needs  &  

company  goals  §  Co-­‐loca7on  /  Self-­‐organiza7on  and  accountability  §  Becoming  a  team  player  §  Elimina7on  of  “waste”  and  “ceremony”  §  Empirical  demonstra7on  of  results  §  Customer  is  always  present  §  Product  managers  and  owners  §  5  planning  events:  product  planning,  release/

feature  planning,  itera7on  planning,  sprint  review,  and  stand-­‐ups  

Agile  is  a  journey,  not  a  des2na2on.  

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RETURN  ON  INVESTMENT  

§  A  Lean  and  Agile  Approach  to  SRM  /  PPS  à  Waterfall  to  itera4on  

Agile Approach

ASAP “Waterfall”

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RETURN  ON  INVESTMENT  

§  A  Lean  and  Agile  Approach  to  SRM  /  PPS  à  Lean  Agile  to  Manage  SAP  Ini4a4ves   §  Visual  

Management  approach  

§  Promotes  self-­‐management  

§  Transparency  of  assigned  work  

§  Facilitates  teamwork  and  cross-­‐training  

§  Immediate  knowledge  of  project  status  

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RETURN  ON  INVESTMENT  

§  A  Lean  and  Agile  Approach  to  SRM  /  PPS  à  Story  Mapping  

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RETURN  ON  INVESTMENT  

§  A  Lean  and  Agile  Approach  to  SRM  /  PPS  à  Inside  the  Story  

The BC Set is referenced in the Story: Z_SRM_PPS: Define Order Type

Dependencies and Parent/Child relationships are tracked to keep work grouped together as well as roll up to the process map.

At tachmen ts can be made fo r documentation of each business process capability.

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ACCELERATED  DESIGN  

§  Pre-­‐Configured  Object  Management  

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RETURN  ON  INVESTMENT  

§  Requirements  Traceability  

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RETURN  ON  INVESTMENT  

Ques4ons  

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THANK  YOU  FOR  PARTICIPATING    

Please  provide  feedback  on  this  session  by  comple7ng  a  short  survey  via  the  event  mobile  

applica7on.    

SESSION  CODE:  3310    

For  ongoing  educa4on  on  this  area  of  focus,  visit  www.ASUG.com