Archive for the ‘EPM Software’ Category

The nature of training on enterprise systems

Monday, June 18th, 2012

7438350“How long will it take us to get completely trained?” I was asked recently.

“That would depend completely on your definition of ‘completely’,” I replied.

The challenge with enterprise products like TimeControl is that they can be configured to be so many different things for so many different people.  The strength of TimeControl is its flexibility.  This allows TimeControl to be a multi-purpose timesheet serving the needs of many different perspectives within the organization.  It can be used for time and attendance, time and billing, project management tracking, earned value, government compliance for R&D tax credits or the DCAA.  And all this from the same interface at the same time.

Yet not every organization is created the same.  Not every organization requires the same types of functions or tracking.  Even when two clients have a similar product to like to like SAP or MS Project, those products are not configured identically either.  So each implementation of TimeControl is often unique. Oh there are common elements but there are many elements that are different and not everyone even uses the same functionality.

What we’ve discovered here at HMS when we apply this challenge to training is that training is best done in layers.  The first layer or phase occurs during the original implementation.  If our technical staff assist with the implementation, we train the administration staff as we make decisions together on how to configure the system.  This has a high degree of success but does it mean that these administrators are “completely” trained?

If your definition is, “The administrators should be able to operate TimeControl in accordance with the configuration and existing processes we have defined at the time of implementation.” then the answer is Yes. 

But, let the company advance for 6 months or a year even and we find that the level of maturity in the use of TimeControl in the organization is now such that the types of questions the client would ask have evolved.  Now there are questions on functionality that would have never been asked during the original implementation because the questions are now able to be understood or because the organization itself has evolved to have new timesheet requirements.

This isn’t unique to TimeControl.  We’ve seen similar phenomena when we look at project scheduling tools like Primavera, Open Plan or Microsoft Project Server.

Our view is that training should be an ongoing investment.  Do a little less on the first day than you’d expected.  Let that training soak in; be absorbed; be implemented in practice.  Then having a trainer come back or do another remote session for a few hours.  Use that to advance your own knowledge but also to advance the capabilities used of the software.  As new administrators come on board over time, they’ll naturally just take up training that is regularly scheduled. 

Doing training in phases or layers ultimately gives the best return on investment.

Dilbert on why it’s good to put your schedule into software

Thursday, December 15th, 2011

Dilbert.com

New article of mine on the front cover of Microsoft’s TechNet

Wednesday, September 28th, 2011

TechnetMicrosoft has published another article on its TechNet site.  This looks at a popular topic in project management circles these days, dashboards.

With the new capabilities of EPM tools like Microsoft’s Project Server or the Oracle BI tools now linked to Primavera, there is a hunger for pretty dashboards that show arrows going up, circles going down and triangles pointing in every direction.  This article talks about what you need to know in creating project management dashboards, some pitfalls that are often overlooked when people create these displays and some of the core principles you’ll need to adopt to make dashboards a useful experience.

Now it’s flattering enough to be on the Project Server 2010 page

You can find the article on the Project Server 2010 page of TechNet but this article was deemed interesting enough that TechNet is highlighting it on the front page of TechNet at technet.microsoft.com. That’s quite remarkably flattering and kinda cool to think that the millions of people who go to TechNet every day will see it.

Microsoft’s 2012 Project Conference registration is now open

Friday, September 23rd, 2011

msproject_conferenceMicrosoft doesn’t do it every year but next year they will once again be holding a conference for Microsoft Project.  This usually signals that Microsoft has a new version to show us and, yes, it’s fairly certain we’ll be hearing all about Project version 15 when the conference rolls around.

The conference is March 19-22, 2012 in Phoenix.

For registration information go to: www.msprojectconference.com

Oh, and will I be there?  You bet.

Project Management Insights interviews Chris Vandersluis

Wednesday, August 24th, 2011

PMInsightsIt’s always interesting to talk to others in the project management space.  An article I did for Project Times called the Real Time Project Management Myth prompted a call from the Project Management Insights Blog Lewis Lin over there had some questions for me about Real Time Project Management and.  You can read the interview on Project Management Insights Blog at:6 Questions with Chris Vandersluis, Founder of HMS Software. If you’re not keen to hear more about me, there are lots of other interesting interviews there also!

 

 

 

Service Pack 1 (SP1) for Microsoft Project and Project Server 2010

Wednesday, June 29th, 2011
ANNOUNCING: Announcing The Release Of Service Pack 1 (SP1) for Microsoft Project and Project Server 2010

Microsoft has announced the release of Service Pack 1 for Microsoft Project and Project Server.

You can find details on the enhancement for this service pack at: Announcing Service Pack 1 for Microsoft Project & Project Server 2010.

Microsoft recommends that you read the guidance below and the information on the service pack prior to installing:

Microsoft is also strongly recommending deploying the June 2011 Cumulative update for Project and Project Server when you install the SP1 update.

For more information go to the official Microsoft announcement at: http://blogs.msdn.com/b/project/archive/2011/05/16/project-2010-sp1.aspx

Enterprise system best practices article

Thursday, May 26th, 2011

My latest article on best practices for enterprise systems has just been published on Microsoft’s TechNetYou’ll find that column and a number of others on how to get the most out of selecting, planning for and deploying enterprise project management software in the Microsoft Project Server 2010 home page area of TechNet. This article looks at some of the key success/failure criteria to any enterprise system including, of course, EPM Systems.  Those factors include: finding a business owner, knowing what problem the system is supposed to solve, making sure it’s part of your enterprise technical architecture and implementing change management.  Go to Microsoft Technet’s Project Server 2010 page to read the article.

Doing two things at once can be too much

Wednesday, May 18th, 2011

One of the most common problems that organizations doing a big enterprise project management or enterprise timesheet deployment run into is trying to do more than one enterprise deployment at once. You would think that no one would deliberately put themselves into harm’s way by doing this but it happens often and that’s partly because of how insidious the problem is.

The road to trouble is paved with good intentions
Imagine if you will, being in a conference room in the very earliest days of an enterprise system deployment. The world is full of possibility. You’re working with management to identify key gaps in your organization’s processes. You’re looking at a myriad number of tools that promise to solve all evils. You’re narrowing down how you’ll attack the business challenges with the proposed system.

As you all look together at the processes that will be affected, it occurs to you that one of these processes reaches outside your original mandate. Perhaps you’re looking at creating a resource capacity planning system but it becomes clear as you design that solution that you’ll need to change the current time and attendance system. Or perhaps you’re creating a work management system and you realize that you really need to update the old CRM system. Or, perhaps you’re changing the way you do billing with a new ERP and you realize that you really need to update the document management system.

It’s the easiest thing in the world to let your mandate go beyond its borders and it’s the easiest while you’re in that honeymoon period of designing the new enterprise solution that you started with.

“Let’s just include that 2nd system while we’re doing the first one,” says one well-wisher and now you’ve got not one but two enterprise systems to deploy.

Being pulled in two directions
Enterprise systems are change management projects. What that means is that they’re less about the particular functionality included and more about how they change business processes. By their very nature, enterprise system deployments reach deep into the operational behaviour of the organization and changes it to something that is hopefully more productive. Virtually any enterprise system can have this effect and the effect can be far reaching. A CRM system doesn’t just touch the sales people. It can also touch production, marketing, engineering, support and, of course, management.

With any enterprise system, we must go to senior management and ask what they wish to accomplish. My standard question for management is, “What business decisions can you not make now or can you make only with great difficulty, the making of which would be improved with this system?” That’s true for enterprise project management systems but it should also be true for virtually every system.

If you aren’t going to improve business decision making or operational efficiency in some manner, then there’s little point in deploying such systems.

But when we try to deploy two such systems simultaneously, we run the risk of pulling management in two directions at once. Even if the end result seems like a rational flow of decisions from Point A to Point B, the deployment of one of these systems will change behaviour and not just of management but of everyone the system touches. When we deploy a second system before the effects of the first stabilizes, not only will the second system be almost impossible to get established, the risk is to destabilize the first system as well.

The most common result is a complete failure of both systems.

Let’s take an easy example to see how this happens. An organization sees the need to improve efficiency in the area of project management. They decide to deploy a new enterprise project management (EPM) system to do so.

At the same time, the organization sees the need to improve resource management and decides that this can be done by deploying a new HR system, affecting all employees.

The two projects seem mutually exclusive and, indeed, for some time, the deployment teams might not even be aware of each other.

As the design of each of the enterprise systems evolves however, the changes driven by the design and deployment of the new systems start to run over each other.

The EPM system designers request a list of all departments, staff approval hierarchy and skills for populating the EPM system. These lists are delivered to EPM.

Over on the HR system deployment, a need has been revealed for better definition of departments staff hierarchical staff management and skill definition. The departments are realigned and redefined.

The HR changes are revealed to the EPM team who have already moved forward on their structure reworks the area that is affected by the changes in HR.

HR is informed by the EPM team that they will be implementing a resource management calendar for EPM and will require all vacation definitions updated weekly. They also send a list of new skills to augment the existing skill set.

HR has already redesigned the skill set for employees and the new definitions by EPM don’t fit. They begin to re-re-design the skills area of the new HR system.

And so it begins.

The most likely outcome is that a certain level of frustration will be reached and the original notion of integrating the EPM and HR data at the points it touches will be abandoned. Each team will go its own way. This might reduce or eliminate a key element of the expected benefits of the new system.

A less common but usually more damaging outcome is that as the frustration of the back and forth changes increases, someone in management figures that this could be resolved by putting both initiatives into one monstrously big initiative and working the projects together. This is rarely successful.

Moving from in parallel to in sequence
For most business initiatives, working multiple tasks in parallel is highly efficient. Deploying multiple enterprise systems is not in that category. When it becomes clear that there are two enterprise system initiatives that can touch each other, the most prudent action is to advance one of them and slow down the other.

Determining which enterprise deployment should go first will not be a popular task. It does, however, offer a great opportunity for benefit because this type of decision can really only be made by senior management.

One of the leading causes of enterprise system deployment failure is the absence of management involvement. Technical and operational personnel are often given deployment projects without direct involvement from senior management to determine what benefits are expected from those systems. When two such projects get underway at once, it’s a good moment to re-involve management in the process to identify what is expected by the organization from each system so that a decision can be made as to which one should be done first.

Some of the decision making criteria for deciding which system should go first might include: expected benefits, costs, return on investment, speed to deploy, severity of impact on existing processes and risk.

Only once the first project is in production and is stable should the second project’s design restart. A stable, in-production system is one where the organization has fully adopted its use, has changed its processes to adapt to the new environment and where the benefits of that system are already being realized.

In the meantime, if your project is the one that has been slowed down, all is not lost. Knowing that you won’t be able to count on a shiny new enterprise system to solve your problems sends you back to the drawing board to think of how to solve your problems without it. We’ve seen countless examples of where an organization realizes other ways to improve their processes while waiting for the new enterprise system deployment to restart.

Whether your enterprise project is going first or going second, it’ll be better than having it go together. Doing two enterprise projects at once is a worst case scenario.

 

Project 2007 and 2010 April 2011 Cumulative Update

Monday, May 2nd, 2011

Microsoft has released the Project 2007 and 2010 Cumulative Updates (CU) dated April

Project and Project Server 2010

This include a number of fixes, so Microsoft strongly recommends that you test this in a test environment based on your production environment before putting this fix live in production.

Server Rollup Package(Recommended):

Description of the SharePoint Server 2010 and Project Server 2010 Cumulative Update Server Hotfix Package (MOSS server-package, Project server-package): April 26, 2011

http://support.microsoft.com/kb/2512801

Individual Project Server Package:

Only required if you do not install the Server Rollup.

Description of the Project Server 2010 hotfix package (pjsrvwfe-x-none.msp): April 26, 2011

http://support.microsoft.com/kb/2516483

Project Client Package:

Description of the Office Project 2010 hotfix package (project-x-none.msp): April 26, 2011

http://support.microsoft.com/kb/2516479

More information on deploying the Cumulative Update:

The article below provides information on how to deploy the Project Server Cumulative Update.

Updates for Project Server 2010

http://technet.microsoft.com/en-us/projectserver/gg176680.aspx

As Project Server 2010 is now based on SharePoint Server 2010 Microsoft strongly recommends that you install the Project Server 2010 Server Rollup Package as there are a large number of individual server packages for SharePoint Server. The Project Server 2010 Server Rollup Package contains all the patches released in this Cumulative Update for SharePoint Foundation Server 2010, SharePoint Server 2010 and Project Server 2010.

For those accustomed to Project Server 2007 Cumulative Updates, you should note that the MOSS Server Rollup Package does not contain the Project Server patches. You will need to make sure that you install the MOSS + Project Server Rollup Package (the link is provided below). As in Project Server 2007, the Server Rollup Packages are much larger but they will greatly simplify your Project Server patch deployment.

Client Installation:

Installation of the client patch is straightforward and is the same as it was in Project 2007. The instructions for installing the client patch are below.

NOTE: Microsoft strongly recommends testing within a NON-Production environment prior to rollout.

  1. Download the hotfix from the link in the KB Article.
  2. Extract the patch package by running the .exe file that you downloaded.
  3. Run the extracted .exe file to apply the patch to your Project Professional/Standard client.

Project and Project Server 2007

This include a number of fixes, so Microsoft strongly recommends that you test this in a test environment based on your production environment before putting this fix live in production.

The article below provides information on how to deploy the Project Server Cumulative Update.

You can read about the fixes included in the April CU from the following articles:

Server Rollup Packages:

Description of the Windows SharePoint Services 3.0 Cumulative Update Server Hotfix Package (WSS server-package): April 26, 2011

http://support.microsoft.com/kb/2512783

Description of the Office SharePoint Server 2007 Cumulative Update server hotfix package (MOSS server-package): April 26, 2011

http://support.microsoft.com/kb/2512782

Individual Product Packages:

Description of the SharePoint Server 2007 hotfix package (sts-x-none.msp): April 26, 2011

http://support.microsoft.com/kb/2512780

Description of the Project Server 2007 hotfix package (pjsrvapp-x-none.msp, pjsrvwfe-x-none.msp):April 26, 2011

http://support.microsoft.com/kb/2512784

Description of the Office Project 2007 hotfix package (project-x-none.msp):April 26, 2011

http://support.microsoft.com/kb/2534046

More information on deploying the Cumulative Update:

The article below provides information on how to deploy the Project Server Cumulative Update.

Deploy cumulative updates (Project Server 2007)

http://technet.microsoft.com/en-us/library/dd239177.aspx

Service Pack 2 for both WSS and Office Servers 2007 are required for this Cumulative Update. The KB articles below provide information on how to download and install SP2 if you have not already done so.

Description of Windows SharePoint Services 3.0 SP2 and of Windows SharePoint Services 3.0 Language Pack SP2

http://support.microsoft.com/kb/953338

Description of 2007 Microsoft Office servers Service Pack 2 and of 2007 Microsoft Office servers Language Pack Service Pack 2

http://support.microsoft.com/kb/953334

The Server CU is released in two different versions. The first version is in Individual Packages specific to a particular product like WSS and Project Server. These are smaller downloads but they do not include language packs or patches for other products so patches for those products would have to be downloaded and installed separately.

The second version is the Server Rollup Packages. This is a set of two rollup packages which contains all the fixes for WSS, Project Server and MOSS. These packages should be used when MOSS is part of the deployment and/or you have language packs installed. The Server Rollup Packages are much larger but they will greatly simplify MOSS patch deployment.

Client Installation:

In order to install this hotfix, you will need to have Microsoft Project 2007 SP2 installed on the client.

Description of Office Project 2007 Service Pack 2 (SP2) and of Office Project Language Pack 2007 Service Pack 2 (SP2):

http://support.microsoft.com/kb/953326

Once we know that SP2 is installed, you will install the hotfix by performing the following steps:

NOTE: Microsoft strongly recommends testing within a NON-Production environment prior to rollout.

  1. Download the hotfix from either the KB Article or by using the information at the end of this email.
  2. Extract the patch package by running the .exe file that you downloaded.
  3. Run the extracted .exe file to apply the patch to your Project Professional/Standard SP1 client.

Creating an EPM deployment plan article now available on Microsoft’s Technet

Monday, April 18th, 2011

ProjectServer 2010Microsoft has posted my latest article, Creating an EPM Deployment plan up on the Microsoft Project Server TechNet site under the Project Server 2010 area.  The article looks at those elements of a deployment of an Enterprise Project Management system that are much more than the installation and configuration of the tool itself.  When you take into account the management intervention, the change management implications and the overall impact on the enterprise, the project becomes more complex.  It’s a good starting point for those looking at moving to enterprise collaborative tools for project management and, if the organization already had much of this done, perhaps they can move quickly to the automation aspect of the project.