27/08/10 Company Resource Planning - Daniele Pinto 1

Company Resource PlanningResource Planning Process and Tools

in a Large/Medium Company

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AGENDAProblem Statement

Process Description

Software Requirements: Use Cases

IT infrastructure

Conclusion and Benefit

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Problem StatementIn large company (more then 400 employees), there is a need to manage the resources in order to have:●No critical resource, i.e. one specialist always overloaded;●Projects in portfolio correctly staffed;●A method to resolve conflict on resource requests;●A method to plan competence shifting;●Better forecast on type and number of resources needed/in excess;●Better cost controlling and financial forecasting due to the improvement on resource planning.

Do we forecast costs on our projects correctly?

Where will we allocate our employee ?

Do we have the right staff to run the business?

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AGENDAProblem Statement

Process Description

Software Requirements: Use Cases

IT infrastructure

Conclusion and Benefit

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Process StatementThe purpose of this business process is to manage the resources

according with the business need and to improve the accuracy in financial forecast.

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Resource Planning● Financial Data, Sales

● Headcount Forecast

● Project Plans

● Organizational Setup

Request Roles

Allocate Resources

BusinessReview

Strategic Plan

Finance and Sales

Human Resources

● Resource Workload

● Capacity Plan

● Financial Control

● “Scenario Analysis”

INPUTS OUTPUTS

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Process Fundamentals● The Resource Planning is a process that runs in parallel with the sales, finance and human resources

ones;

● The short/medium term plan is done to align the business needs with the available resources;

● The long term plan on forecast projects supports the company strategy;

● The resource is allocated on role per project activities;

● Not billable activities, like sickness, are managed;

● The process actors are:

– Project Manager has budget responsibility and he/she is the buyer;

– Line Manager has resources responsibility and he/she is the seller;

– The Resource Manager is responsible for the overall process and reports directly to the Company/Business Head;

– Company and business managers.

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AGENDAProblem Statement

Process Description

Software Requirements: Use Cases

IT infrastructure

Conclusion and Benefit

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Use Case: Process Administration

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Use Case: Process Management

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AGENDAProblem Statement

Process Description

Software Requirements: Use Cases

IT infrastructure

Conclusion and Benefit

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IT infrastructure

An example of IT setup with a dedicated server and software to provide an information collector from the company ERP, CRM, HR, and Projects databases.

There are already off-the-shelf solutions available in the market.

SAPFICO

Res. MgtServer

Custom HRM

SAPHRM

Project PortfolioServer

User Interface

AdditionalHRInfo

ProjectsScheduling

Info

ApplicationInterface

&DB

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AGENDAProblem Statement

Process Description

Software Requirements: Use Cases

IT infrastructure

Conclusions and Benefits

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Conclusions and Benefits● The company resource planning is a process that

runs in parallel with sales, finance and HR ones;● The process manages the resources and supports the

company strategy;● The process is well defined and there are tools

available in the market to implement it;● With the process in place, there is a tight control

over resource management, and an improved accuracy in finance forecast and budgeting.

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Thank You !!!!!!