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Anaheim, CA | February 2-5, 2014
Stavros Georgantzis, Global CEOPaul Szyarto, CEO AmericasTPG The Project Group
Build your ERP Integration – Quick and Easy!
PC281
AgendaSession goalsIntegration Customers – what kind of species is this?Use the integrationThe scenarioLive Demo
Extend the integrationThe scenarioLive Demo
Goals for this session• Explain why and how customers integrate
PPM with their ERP systems• Show how integration looks, sounds, smells,
tastes …• Demonstrate how it can be extended easily
Questions to the audience
Is integration needed?
Is integration easy?
Can it be as easy as click and go?
Customers using integration
Who needs which type of integration?Almost every medium and large organization
All applicable industries
Multi system integrations
SAP, Oracle, Microsoft Dynamics and others
Sample customers in different industries
Vaillant GroupHarman
InternationalKemira Oyj Standard Bank Exxaro
Industry Manufacturing (R&D) Manufacturing (OEM)
Chemistry (R&D) Banking Mining
Type of projects
Product development + industrial manufacturing, internal IT projects, absence plans
OEM Development, absence plans
Research & Development, support projects
Internal IT projects, capital investments, software development, support + maintenance
Construction, Internal Organization, IT, Plant Maintenance
Global resource pool
Germany, UK, France, Spain, Turkey, Slovakia and China
USA, Germany, India and several more countries
Finland, USA, Brazil and China
South Africa, several African countries, UK
South Africa, Congo, China, Australia
EPM version 2010 2010 2010 2010 2010
ERP system SAP ECC 6.0 SAP ECC 6.0 SAP ECC 6.0 SAP ECC 6.0 SAP ECC 6.0
Integrated with
SAP: PS, CO, HR, SAP: PS, CO, HR, CATS
SAP: CO, HR SAP: PS, CO, HR, CATS
SAP: PS, PM, CO, HR, CATS
Oracle Primavera
SAP mapping objects
WBS elements WBS elements CO internal orders WBS elements WBS elements, PM orders
SAP connection technology
SAP PI/XI Direct BAPI calls Direct BAPI calls Direct BAPI calls (will move to PI/XI in future)
SAP PI/XI
How do these customers integrate
Vaillant Harman Kemira Standard Bank Exxaro
HR Master Data
Synch with SAP PS
Synch with Internal Orders
Post Forecast Costs to SAP
Post Actuals to SAP
Import Actual Costs from SAP
Link to other Tools: Primavera
Statistics• 95% need actual cost integration• 90% need timesheet integration• 3 of 4 clients integrate forecasts and
budgets
General integration concepts
SAP Microsoft Project ServerTPG PSLink
ORACLE
PRIMAVERA
SQL, XML, http, Other ...
Microsoft Project Client
ProjectsTasksResourcesAssignmentsCustom Fields
TimesheetsLookup Tables
ProjectTasksResourcesAssignmentsCustom Fields
Timephased Data
HR
PS
PM
CO
SD
CATS
…
Project DefinitionWBS
Forecast
Actual Cost
Budgets
Orders
Risks
Issues
Cost Center
Activity TypesPlanned Work
Invoices
Microsoft TFS
CBSStructures
Actual WorkMicrosoft Dynamics
Microsoft SharePoint
The challenge …… is not the technologyIntegration is part of business processesProposal stageProject approvalBudgeting (top-down, bottom-up?)Month-end process…
Integration differs by business areaExample service: timesheet integration for customer invoicingExample R&D: cost forecasts and actuals with multinational teams.Example Product Development: Detailed project cost and budget controlExample plant maintenance: Scheduling of maintenance orders…
Example: multi-country scenario in R&D
200001 – G-0031/01/FI01
210001 – G-0031/01/US01
220001 – G-0031/01/CN01
200002 – G-0031/02/FI01
210002 – G-0031/02/US01
…
Project Code Stage Company Code
Internal orders
Example: multi-country scenario in service
Using the integration
Scenario overview
Retrieve SAP number in SharePoint list
Generate new Project from SAP to PPM
Create cost structures from PPM to SAP
Demo
Using the integration
Extending the integration
Scenario overview
Retrieve SAP number in SharePoint list
Generate new Project from SAP to PPM
Create cost structures from PPM to SAP
NEW:Post forecast costs to SAPNOW !
Panic?What does this really mean?Where shall the costs go to?Which type of costs?Will this take months to implement?
Or … we do it in a few minutes …
Demo
Extending the integration
Let’s summarizeThe challenge:Integration from Scratch can be quite complexMaking it generic for every use-case is impossible!
The solution: Collect and define the main use casesCast them into configurable use-case templates that fit for everyone
Use Case Templates…… cover numerous ready-to-go scenariosPowerful, implemented straight away (in a few minutes, maybe in an hour … whatever it is – same day!)
TPG will be issuing more templates over the timeBased on customer and partner feedback
However, there is no limit to extend configuration for special cases or additional scenarios
Who is going to configure templates?CustomersAdministrators that manage Microsoft PPM along with the integrationPMO members
Partners
And now our questions again
Is integration needed?
Is integration easy?
Click and go?
Yes, the need will even increase in future!
It is complex.But the technology is not the issue.
YES on a clear use cases level.
Thank you!Q&A
© 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.