PPM Optimization Workbench™
SAP PPM 5.0 + SmartOrg Portfolio Navigator®
Systems integration by Platinum DB Consulting
PPM Optimization
Driving profitable growth by :
 Selecting the most promising
projects and products based on
optimizing economic value
 Focusing decision making on both
strategic and tactical value
 Dealing effectively with risk and
uncertainty
 Allocating resources to highest
value projects
Systems integration by PlatinumDB Consulting
PPM Workbench Process Flow Chart
Implementation Options
Stand-alone Portfolio Navigator
Scenario # 1
Stand-alone SAP PPM 5.0
Scenario # 2
Portfolio
Navigator
PPM Optimization workbench
Scenario # 3
Portfolio
Navigator
SAP ECC
PPM Optimization workbench
integrated with SAP Financials
Create project (item) in PPM 5.0
R&D Manager
•
Task:
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Create item
Create via PPM item
creation
Default Portfolio SmartOrg
Logon: teapot
PW:welcome21
Enter next available
number “CP99”
Bucket=Corporate
Item type = SmartOrg (CPG)
Click on Start Function
Enter Project ID “ CP77”
Enter Project Name “CP77”
Select cproject template
NPDI 4 Gate”
Save Item
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Systems integration by PlatinumDB Consulting
Add project (item) to Review/What If
R&D Manager
•
Task:

Add item to Review/What If
used for SmartOrg
integration
Config setting ?
Select review ID =
PN_RPM_R_1
Add item CP77 to review
COMMENT: Desirable to
add item automatically to
Review/what when item
type = SmartOrg
Select What If =
XXXTHURSDAYWHATIF
Save Item
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Systems integration by PlatinumDB Consulting
Select project (item) to evaluate
A
Product Portfolio
Manager
•
Task:

Transfer Item to PN and
begin optimization
•
Solution:

PPM Workbench
•
Benefits:

Seamless transition fro
portfolio management to
optimization scenario
playing
Systems integration by PlatinumDB Consulting
Send project (item) to Portfolio Navigator®
R&D Manager
•
Task:


Create item
Create via PPM item
creation
Default Portfolio SmartOrg
Logon: teapot
PW:welcome21
Enter next available
number “CP99”
Bucket=Corporate
Item type = SmartOrg (CPG)
Click on Start Function
Enter Project ID “ CP77”
Enter Project Name “CP77”
Select cproject template
NPDI 4 Gate”
Save Item
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Systems integration by PlatinumDB Consulting
Select Value Map template from library
Systems integration by PlatinumDB Consulting
Assess and enter data via templates.
Systems integration by PlatinumDB Consulting
Review initial project results
Key value drivers
Calculation Results
Cash Flow
NPV Calculation Summary
Decision Tree
Systems integration by PlatinumDB Consulting
Compare projects to others in portfolio
Probability of Development
Success
Expected Project Value
Commercial Value Given
Development Success
CFO (“Bang for Buck”) Curve
Systems integration by PlatinumDB Consulting
Potential Project Cost
Risk/Reward Chart
Return results to PPM 5.0
Systems integration by PlatinumDB Consulting
Check resources in PPM 5.0
Collaboration
•
Task:

PN portfolio optimization
results are used to allocate
resources to the right
projects
•
Solution:

PPM 5.0
•
Benefits:

Right resources for the right
projects.
Systems integration by PlatinumDB Consulting
Review capacity situation
Collaboration
Systems integration by PlatinumDB Consulting
Allocate resources to most valuable projects
Collaboration
•
Task:

PN portfolio optimization
results are used to allocate
resources to the right
projects
•
Solution:

PPM 5.0
•
Benefits:

Right resources for the right
projects.
Systems integration by PlatinumDB Consulting
Review and update: PPM 5.0 >==< Portfolio
Navigator.
Probability of Development
Success
Expected Project Value
Commercial Value Given
Development Success
CFO (“Bang for Buck”) Curve
Systems integration by PlatinumDB Consulting
Selected outputs from Portfolio Navigator™
Potential Project Cost
Innovation Screen (Technical
Success vs. Commercial Value
Track portfolio value throughout development
Initial
Review
1st
Quarter
Review
Collaboration
Systems integration by PlatinumDB Consulting
Track risk/reward throughout development
Collaboration
1st
Quarter
Review
Initial
Review
Systems integration by PlatinumDB Consulting
Sample
users of value-based
How companies
use systemportfolio
to improve
management
profitable growth of R&D, NPD and
Innovation
• Chevron Research and Technology: R&D portfolio management
•
Cisco Systems: strategic business forecasting
•
Dow AgroSciences: global portfolio management 24/7
•
Sara Lee: innovation portfolio
•
Bayer CropScience: R&D decision support
Systems integration by PlatinumDB Consulting
PPM Workbench™ Workbench Roadmap (PPM 5.0, BOBJ, Portfolio Navigator)
Web-service
SAP
PPM
SAP
PPM
BW
Content
SAP
PN
BW
Content
SmartOrg
Portfolio
Navigator
(PN)
Optional
All PN data
-Project data
-Financial Data
-Resource Data
-Baseline
-Forecast
-Scenario A
-Scenario B
SAP
PPM
BOBJ
DataMart
All PN data
-Project data
-Financial Data
-CFO data
-Baseline
-Forecast
-Scenario A
-Scenario B
SAP
PN
BOBJ
DataMart
Optional
SAP BUSINESS OBJECTS ANALYTICS
OPERATIONAL VIEW
STRATEGIC VIEW