PM3 - Tool for deploying activities and projects to stores, hotels and restaurants

23
© Bestoutcome Limited 2014 1 Version 4.1 Based on PM3 Release 9.1 Prepared by: Iain Aitken 28 th October 2014 Overview

Transcript of PM3 - Tool for deploying activities and projects to stores, hotels and restaurants

© Bestoutcome Limited 20141

Version 4.1Based on PM3 Release 9.1Prepared by: Iain Aitken28th October 2014

Overview

© Bestoutcome Limited 20142

• The Company• Specialist Project & Programme Management Consultancy, founded in 2000• Employees and associates are ex-Big 5 or blue chip

• Services• Programme and project delivery: Experienced practitioners to manage and deliver

change programmes• Project/Programme Management Office: setup and management• Project initiation and best practices • Project health checks, audits and turn-around• Project training and mentoring

• Products• PM3 Project Portfolio Management tool: “developed by practitioners for practitioners”

• PM3• PM3time

About Bestoutcome

© Bestoutcome Limited 20143

Bestoutcome’s CustomersBestoutcome’s customers include:

3 © Bestoutcome Limited 2011

© Bestoutcome Limited 20144

PM3retail: A Central Change Repository

PM3retail provides a simpler, more accurate way to control/manage

change across a distributed business

PM3retail improves store communications and tracks that tasks

are completed on time

© Bestoutcome Limited 20145

• Change in distributed businesses is ever increasing, e.g. new ranges, POS roll-outs, time and attendance systems, staff training and store/branch/hotel refits

• Such implementation/rollout projects have a direct impact on sales and service levels

• Local store/branch/hotel staff can only absorb so much change• Too much change disrupts operational performance, sales and customer service• Operations Managers need to ensure that all such projects are implemented

without ‘change spikes’• Such projects are typically developed by many different groups, often without any

awareness of their potential mutual contention/impact• Co-ordination becomes exponentially more complex as the number of locations

and projects increases

First Challenge of Change

© Bestoutcome Limited 20146

Managing Local Change• Import/define the definitions/categorisations of sites (e.g.

stores/branches/hotels)• Create countdown milestone plans to deliver implementation/rollout

projects to sites• Assess the change impact of each implementation/rollout project• Propagate implementation/rollout projects to selected sites• View potential change contention/overload across selected sites

Sample Screenshots of PM3retail

© Bestoutcome Limited 20147

Import/Define Sites (e.g. Stores, Branches, Hotels)

Import existing

Excel Site definitions

Add new Site

information

© Bestoutcome Limited 20148

Create Countdown Milestone Plans

Go Live Week

© Bestoutcome Limited 20149

Define Project Change Impact on a Site

© Bestoutcome Limited 201410

Select Sites for Project Rollout (1)

e.g. roll this project out to sites in the North/Midlands Region only

© Bestoutcome Limited 201411

Select Sites for Project Rollout (2)

© Bestoutcome Limited 201412

Propagate Project to Selected Sites

© Bestoutcome Limited 201413

View Projects Propagated to Selected Sites (1)

© Bestoutcome Limited 201414

View Projects Propagated to Selected Sites (2)

December Freeze Period

Medium Impact ProjectHigh Impact Project Low Impact Project

With View=Contentio

n Only only projects

simultaneously hitting sites are

displayed (potentially

overloading the site with change)

All implementation/rollo

ut projects hitting North/Midlands sites

© Bestoutcome Limited 201415

Task management and communication with stores/branches/hotels has typically been a manual and time consuming process which is facing a number of challenges:

• Increasing health and safety requirements• Ensuring stores/branches/hotels use the same marketing material and provide

the same level of service to its customers• In today’s fast-paced world, it is important to send communication out to

stores/branches/hotels at the same time• Head Office Operations needs a straightforward tool to manage tasks within

each of its stores/branches/hotels, assess local efficiency at performing assigned tasks and to improve communication

Second Challenge of Change

© Bestoutcome Limited 201416

Managing Tasks in Stores/Branches/Hotels• Create local one-off and recurring tasks• Propagate tasks to selected stores/branches/hotels• Site Manager reviews tasks and updates status• Head Office Operations reviews task status in selected stores/branches/hotels

Sample Screenshots of PM3retail

© Bestoutcome Limited 201417

Create Tasks (one-off or regularly recurring)

e.g. Add Tasks that will recur daily/weekly/monthly/yearly (e.g. Health & Safety checks in stores)

© Bestoutcome Limited 201418

Propagate Tasks to Selected Sites

© Bestoutcome Limited 201419

Site Manager Reviews Task Status

© Bestoutcome Limited 201420

H.O. Ops Reviews Task Status across Selected Sites

O% Completed Late Task

Upcoming Task

5O% Completed Late Task

100% Completed Task

© Bestoutcome Limited 201421

• PM3retail provides:• Head Office Operations - with an overview of all implementation/rollout projects• Regional/Category Managers - with an overview of all implementation/rollout projects

affecting their domain• Local Managers - with an overview of all implementation/rollout projects and tasks

affecting their store/branch/hotel• All management - with early warning of implementation/rollout projects

problems/slippages • PM3retail helps to:

• objectively assess the impact of all changes targeted on a store/branch/hotel• schedule implementation/rollout projects to balance benefits, timing and impact• roll out implementation projects and store tasks to potentially hundreds of

stores/branches/hotels with one click• Reduce cost and risk (managing rollouts with Excel is costly, time-consuming and error-

prone)

Key Benefits of PM3retail (1)

© Bestoutcome Limited 201422

PM3retail potentially improves:• Sales• Customer service levels• Operational performance

Key Benefits of PM3retail (2) – The Bottom Line

© Bestoutcome Limited 201423

www.bestoutcome.com