Organization structure

© Compulink Systems Ltd. All Rights Reserved.

Welcome

Organization Structure

2© Compulink Systems Ltd. All Rights Reserved.

Agenda

Basic Definitions

Conceptual Workflow

Organization Structure Definition


Basic Definitions

Business group (BG)

• Business Group is a part of an organization treated as a separate entity, usually

based on the kind of business done by the unit or Service Segmentation.

• Nomenclature may be Business group, Business Unit, Division, Section

For example:

Enterprise Application Services (ERP Group)

E-Biz

CRM


Organization Unit (OU)

• An Organization Unit is a subset of a Business Group formed based on the location,

customer or product within a business group.

• Nomenclature may be Global Development Center (GDC), Offshore development

Center (ODC), Strategic Business unit (SBU)

For example:

SAP, BaaN, JDEdwards

Portals, e-commerce, Pune

Siebel

Basic Definitions (Contd.)


Delivery Unit (DU)

• A division which will be heading many teams can be termed as a Delivery

Unit. This Unit can have teams from various departments based on the project

requirement.

For example:

Cost Center



Delivery Team (DT)

• A set of resources working for a specific deliverable/ milestone/ release can is

termed as a Delivery Team. Multiple Delivery Teams can be associated under a

Delivery Unit.

For example:

Testing team

QA team



Agenda

Basic Definitions

Conceptual Workflow



Conceptual Work Flow

Corporate

Delivery Team 1

Business Group 1

Organization Unit 1

Associate… 1. Organization unit 2. Business Group Managers 3. Middle Level Resources 4. Global Projects Attribute of Project

Delivery Unit 1

Business Group ‘n’

Organization Unit ‘n’

Delivery Unit ‘n’

Delivery Team ‘n’

Associate 1. Document Categories 2. Holidays 3. Delivery Units 4. Organization Unit Managers 5. Middle Level Resources 6. Global Projects Working Hours & Working Days

Associate 1. Delivery Teams 2. Unit Managers 3. Middle Level Resources

Associate Middle Level Resources




Organization Structure

Whizible SEM helps you to maintain the hierarchy of organization structure as follows:

• Business Group (BG):

BG is based upon similar business types or service segmentation.

• Organization Unit (OU):

OU is based on the location, customer or product within a business group.

• Delivery Unit (DU):

A division which will be heading many teams can be termed as a Delivery Unit.

• Delivery Team (DT):

A set of resources working for a specific sub project / modules / deliverable / release can be termed as a Delivery Team.

Business Group n

Organization Unit n

Delivery Unit n

Delivery Team n

Corporate

E.g. Excel Systems Ltd.

Business Group 1

E.g. ERP Group

Organization Unit 1

E.g. PUNE

Delivery Unit 1E.g. Support

Delivery Team 1E.g. Implementation


Structure (Contd.)

• You can maintain the hierarchy in your organization under CONFIGURATION > Corporate > Structure node.

• Click the Show Organization Structure link to view the Organization Structure in one of the seven formats, viz., PDF, Excel, HTML, RTF, CSV, Text, XML.

• Use the Show Structure link to view structure of the Business Group in any of the above- mentioned formats.

• Use Add link to define new business group.


Creation of Business Group (BG)

• Define a new Business Group on the screen opening when clicked on Add.

• Every Business group is to be identified with a unique Group Code and name. E.g.: Enterprise Applications - EA, Enterprise Integration – EI etc.

• Map Organization Unit to the BG under the Associated Organization Unit tab, which appears on saving the Business Group definition.


• You have a facility to map the Organization Units linked with the BG under the Associated Organization Unit tab.

• Click Add Existing to map OUs defined for other BG.

• Click Add New link, to define new OUs for the BG.

• Multiple Organization Units (OUs) can be associated with a single Business Group vice versa single OU can be associated with multiple BGs.

Associating Organization Unit To Business Group

Select the OU to be mapped with the BG

Provide an unique identification code and name Organization Unit.

Add Existing

Add New


• When you map a newly defined OU to a BG, you have a choice to associate a Delivery Unit (DU) to the OU.

• Click Delivery Unit link to open a new window that enlists any of the existing Delivery Units.

Example of DU: Support, Presales.

• Delivery Units are mainly responsible for the releases/ deliverables/ milestones agreed to be delivered to the Customer in fixed time frame.

Associating Delivery Unit To Organization Unit

Provide an unique identification code and name for Delivery Unit


• After Adding the Delivery Unit (DU), it will be listed on the default page of Delivery Units.

• Click the DU Name link to associate Delivery Teams to the DU.

• A DU can have multiple Delivery Teams (DT).

Association of Delivery Team To Delivery Unit


Business Group Configuration


Configuration Of Business Group (BG)

• The next step is configuring BG under CONFIGURATION > Corporate > Business Group node.

• Configuration of Business Group involves following:

Edit Business Group details.

Association of Organization Units

Adding Business Group Managers

Adding Middle Level Resources

Assigning Global Projects

• Use the Add link under Organization Unit tab to associate additional OUs to the BG.

Select an OU to map with the BG


Mark Select check box to associate the resource with the BG


• Associate middle level resources under Middle Level Resources tab.

• These resources will have an access to all the projects of the BG.

• Following activities of the BG come under the purview of these resources …

Project Approval Resource Allocation

NOTE:

This is applicable only if the Is Project Approver and Resource Allocator check boxes are marked under CONFIGURATION > Corporate > Role


Defining Business Group Managers

• Configure BG Managers under Business Group Managers tab.

• Manager drop down is populated with the names of all high level and middle level resources in the organization.

• Is Primary Responsible checkbox indicates that the selected resource is the main responsible person under this particular BG.

• Responsibilities associated with the selected manager are displayed under Responsibilities column.

NOTE:

Responsibilities associated with the managers are populated from CONFIGURATION > Corporate > Role

Select a Middle or High level resource as Business Group Manager



• You can assign Global Projects to the Business Group under Assign Global Projects tab.

• Project Name drop down enlists all Global Projects defined under CONFIGURATION > Configuration > Global Projects.

NOTE:

Once a global project is assigned to a BG it will not be listed under Project Name drop down.

A global project, once assigned to a role under CONFIGURATION > Corporate > Role

, is applicable to all the Business Groups and Organization Units, hence not listed in the drop down.

• Use Apply Now to assign resources of the BG to the selected Global Project.

• To release all resources of the BG from the Global Project, delete the Global Project from Assign Global Projects tab.


Organization Unit Configuration


Configuration of Organization Unit (OU)

• All the Organization Units added in the corporate Structure are listed under Organization Unit node.

• Map the following entities to an OU in the Details section...

Document Categories

Holidays

Delivery Unit

OU Managers

Middle Level Resources

Assign Global Projects


OU Resource Distribution

• Besides, you can view the following graphs for the OU…

Male – Female Ratio

Resources By Role


• The Delivery Units Tab enlists all the DUs associated to the OU.

Associating Delivery Unit (DU)


• Assign Middle level resources to the projects in the OU under the Middle Level Resources tab.

• These resources will have an access to all the projects of the OU.

• Following activities of the BG come under the purview of these resources …

Project Approval Resource Allocation

NOTE:

This is applicable only if the Is Project Approver and Resource Allocator check boxes are marked under CONFIGURATION > Corporate > Role

A Middle level resource assigned to a BG will not be available for assignment on the OU.



Defining Organization Unit Managers

• Configure the OU Managers under the OU Managers tab.

• The Manager drop down is populated with the names of all high level and middle level resources.

• Is Primary Responsible checkbox indicates that the selected resource is the main responsible person under this particular OU.

• Once manager is added responsibilities associated with him are displayed under Responsibilities column.

NOTE:

The responsibilities associated with the managers are populated according to the settings under CONFIGURATION > Corporate > Role


Configuring Holidays for OU

• To define holidays for the OU go to the Holidays tab.

• Holiday Name drop down lists the master list of Holidays defined under CONFIGURATION > Corporate > Holiday.

• Holidays configured here will be referred at the time of

Task Creation

Resource Loading

Calculating Resource Utilization

• The OU holidays defined at the OU level override the corporate holidays.


Mapping Document Category to OU

• Select the Document Categories mapped with the OU under Document Categories tab.



• You can assign Global Projects to the Organization Unit under Assign Global Projects tab.

• Project Name drop down enlists all Global Projects defined under CONFIGURATION > Configuration > Global Projects.

NOTE:

Once a global project is assigned to a OU it will not be listed under Project Name drop down.

A global project, once assigned to a role under CONFIGURATION > Corporate > Role, is applicable to all the Business Groups and Organization Units, hence not listed in the drop down.

• Use Apply Now to assign resources of the OU to the selected Global Project.

• To release all resources of the OU from the Global Project, delete the Global Project from Assign Global Projects tab.


Delivery Unit Configuration


Configuration Of Delivery Unit (DU)

• Configure the attributes of Delivery Units defined in the Organization Structure.

• You can change the name of the Delivery Unit and map the following attributes…

Delivery Teams

Delivery Unit Managers

Middle Level Resources


Delivery Team

• All the associated Delivery Teams are listed under Delivery Teams tab.


Defining Delivery Unit Managers

• Identify the manager of DU under Delivery Unit Managers tab.

• Click Add link to add Manager.

• The Manager drop down is populated with High & middle level resources.

• Is Primary Responsible checkbox indicates that the selected resource is the main responsible person under that DU.

• Once manager is added responsibilities associated with him are displayed under Responsibilities column.



• Assign Middle level resources to the projects in the DU under the Middle Level Resources tab.

• These resources will have an access to all the projects of the DU.


Delivery Team Configuration


Configuration of Delivery Team (DT)

• All the Delivery Teams defined in the corporate Structure are listed under Delivery Team node.

• While configuring DT, you should select Delivery Team Head.

• Delivery Team Head drop down is populated with the names of High and Middle level resources.

• The selected resource will be heading the Delivery Team & mainly responsible from the resource allocation point of view.



• Under Middle Level Resources tab, click on Select Resources link to open a window listing resources with middle level access.

• These resources will be allocated to all the projects of the DT.

© Compulink Systems Ltd. All Rights Reserved.

Thank You

Technology

Organization structure