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REMINDER
Check in on the
COLLABORATE mobile app
It's integrated!
Why won't you use it?
Michael Lepage
Managing Partner
PlannerTuts Education Inc.
www.plannertuts.com
10 Must-Do Tactics to Help
Companies Roll-out Integrated
Primavera P6 Solutions
Session ID#: #15422
Primavera P6 E-Learning
for the Enterprise
Training & Support
100% Online
Scalable for 1000s of users
P6 Professional
Primavera P6 Video Portal
http://www.plannertuts.com
3 Things I learned
as Call Center
Project Manager
■ Focus on the User
■ Metrics
■ Feedback from Users
 125 Users
 3 Business Units
 Primavera P6
 EPPM 8.1
 Professional 8.1
 Integration with SAP
 Primavera Inspire
Goal
Goal
10 Must-Do Tactics to Help Companies Rollout Integrated Primavera P6 Solutions
10 Must-Do Tactics to Help Companies Rollout Integrated Primavera P6 Solutions
10 Must-Do Tactics to Help Companies Rollout Integrated Primavera P6 Solutions
10 Must-Do Tactics to Help Companies Rollout Integrated Primavera P6 Solutions
What happened?
■ We got caught up in the thrill of integrating 2 systems
■ And forgot about the end user.
What happened?
■ We got caught up in the thrill of integrating 2 systems
■ And forgot about the end user.
10 Must-Do Tactics to help
companies roll-out integrated
Primavera P6 solutions
(….so Users will Love it!)
Let Your Users Have a Voice
 Most often, users will support something
they are involved in. Get them involved.
 Engage them on the “WHY”
 Ask for open and honest feedback.
 Let them speak, complain and be
heard.
 You don’t have to fix everything, just
listening is most important.
 Gather Anonymous Feedback
Break it Up
“Wisely, and slow. They stumble that
run fast.” -Shakespeare
• Deliver pieces incrementally over a
reasonable period of time
• Allow users to learn and integrate each piece
• Refine and make corrections as you go
• Agile principles
• Rapid delivery
• Changing requirements
• Feedback from business often
Have a Measurable Business Goal
(one that users will want to rally behind)
 Make it meaningful for users, not just
sponsors
 Track it and report on it
eg:
 Reduce Month-End Report Prep Time by 50%
 Eliminate Excel Spreadsheets
 Reduce Redundant Reporting to 0
Pilot First, Evaluate, Then Rollout.
• Use a Pilot period. Prove it out.
• Use real projects
• Use lower-priority projects
• Define Success Criteria
• Let the Pilot team Evaluate the
system from a user’s
perspective
3-Day Onsite Training
3-Day Onsite Training
Continuous
Learning
3-Day Onsite Training
Learn
Use
LearnUse
Learn
Use
Continuous
Learning
Don’t just provide training, provide a
Learning Path for your users.
Self-Paced Learning
(Videos, Tutorials, Workshops,
Documentation, etc.)
Virtual Training
(Screen sharing + a Live Training
Environment)
Simulations
(A Simulation of the software presented
in Flash)
Example Learning Path
2d Classroom
Course
Access to Video
Training
Bi-Weekly
Lunch and
Learns
Weekly 5 min
Tip Email
2Hr Webinar on
an Advanced
Topic
Drop-in Support
Sessions
Beware the “System of Record”
What are the User implications for having a System of Record for cost or schedule
information?
What workaround will users have to execute to work?
SAP
 WBS
 Actual Costs
 Resources
Primavera P6
 Activities
 Resource Assignments
 Budgeted Costs
Don’t Bend to the Tech Gods
 SAP team forced Users to have 2 projects in
Primavera P6
 Capital Costs
 Expense Costs
 User were forced to work with 2 projects
instead of 1 in P6.
 Find technology solutions that work for all
departments involved
 Go to BATTLE for your users
Make time for people to Engage with the
new integrated system
“I’m already swamped. Now I
have to learn this new system.
There’s no time left to do my
work.”
Provide incentives. You can make it Fun.
 Give users a challenge to earn a
prize
 Weekly Challenge:
The first user to figure out
how to import WBS data
from SAP and show me their
report goes mini-putting.
 Get them engaged.
 They will help each other.
Execs – be a Project Scheduler for a Day
 Use the solution yourself for a full day,
alongside other users.
 Engage with users, ask for help and feedback.
 Volunteer to be someone’s assistant scheduler
for a day
 Really understand issues, problems and pain
points.
 Dazzle them with your commitment to people.
10 Must-Do Tactics to Help Companies Rollout Integrated Primavera P6 Solutions
Goal
Questions?
michael@plannertuts.com
www.plannertuts.com
Please contact me with any questions about
online training, e-learning and traditional
training for Primavera applications.
Please complete the session evaluation.
Thank You!

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10 Must-Do Tactics to Help Companies Rollout Integrated Primavera P6 Solutions

  • 1. REMINDER Check in on the COLLABORATE mobile app It's integrated! Why won't you use it? Michael Lepage Managing Partner PlannerTuts Education Inc. www.plannertuts.com 10 Must-Do Tactics to Help Companies Roll-out Integrated Primavera P6 Solutions Session ID#: #15422
  • 2. Primavera P6 E-Learning for the Enterprise Training & Support 100% Online Scalable for 1000s of users P6 Professional Primavera P6 Video Portal http://www.plannertuts.com
  • 3. 3 Things I learned as Call Center Project Manager ■ Focus on the User ■ Metrics ■ Feedback from Users
  • 4.  125 Users  3 Business Units  Primavera P6  EPPM 8.1  Professional 8.1  Integration with SAP  Primavera Inspire
  • 11. What happened? ■ We got caught up in the thrill of integrating 2 systems ■ And forgot about the end user.
  • 12. What happened? ■ We got caught up in the thrill of integrating 2 systems ■ And forgot about the end user.
  • 13. 10 Must-Do Tactics to help companies roll-out integrated Primavera P6 solutions (….so Users will Love it!)
  • 14. Let Your Users Have a Voice  Most often, users will support something they are involved in. Get them involved.  Engage them on the “WHY”  Ask for open and honest feedback.  Let them speak, complain and be heard.  You don’t have to fix everything, just listening is most important.  Gather Anonymous Feedback
  • 15. Break it Up “Wisely, and slow. They stumble that run fast.” -Shakespeare • Deliver pieces incrementally over a reasonable period of time • Allow users to learn and integrate each piece • Refine and make corrections as you go • Agile principles • Rapid delivery • Changing requirements • Feedback from business often
  • 16. Have a Measurable Business Goal (one that users will want to rally behind)  Make it meaningful for users, not just sponsors  Track it and report on it eg:  Reduce Month-End Report Prep Time by 50%  Eliminate Excel Spreadsheets  Reduce Redundant Reporting to 0
  • 17. Pilot First, Evaluate, Then Rollout. • Use a Pilot period. Prove it out. • Use real projects • Use lower-priority projects • Define Success Criteria • Let the Pilot team Evaluate the system from a user’s perspective
  • 21. Don’t just provide training, provide a Learning Path for your users. Self-Paced Learning (Videos, Tutorials, Workshops, Documentation, etc.) Virtual Training (Screen sharing + a Live Training Environment) Simulations (A Simulation of the software presented in Flash)
  • 22. Example Learning Path 2d Classroom Course Access to Video Training Bi-Weekly Lunch and Learns Weekly 5 min Tip Email 2Hr Webinar on an Advanced Topic Drop-in Support Sessions
  • 23. Beware the “System of Record” What are the User implications for having a System of Record for cost or schedule information? What workaround will users have to execute to work? SAP  WBS  Actual Costs  Resources Primavera P6  Activities  Resource Assignments  Budgeted Costs
  • 24. Don’t Bend to the Tech Gods  SAP team forced Users to have 2 projects in Primavera P6  Capital Costs  Expense Costs  User were forced to work with 2 projects instead of 1 in P6.  Find technology solutions that work for all departments involved  Go to BATTLE for your users
  • 25. Make time for people to Engage with the new integrated system “I’m already swamped. Now I have to learn this new system. There’s no time left to do my work.”
  • 26. Provide incentives. You can make it Fun.  Give users a challenge to earn a prize  Weekly Challenge: The first user to figure out how to import WBS data from SAP and show me their report goes mini-putting.  Get them engaged.  They will help each other.
  • 27. Execs – be a Project Scheduler for a Day  Use the solution yourself for a full day, alongside other users.  Engage with users, ask for help and feedback.  Volunteer to be someone’s assistant scheduler for a day  Really understand issues, problems and pain points.  Dazzle them with your commitment to people.
  • 29. Goal
  • 30. Questions? michael@plannertuts.com www.plannertuts.com Please contact me with any questions about online training, e-learning and traditional training for Primavera applications. Please complete the session evaluation. Thank You!