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

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