3310: cProjects Implementation at Computer Associates Challenges

1
3310 cProjects Implementation at Computer
Associates- Challenges Solutions

• Alfredo Garza, CA Inc.
• Srinivasa Munagavalasa, CA, Inc.
• Susan Wong, CA, Inc.Raj Una, GyanSys, Inc.

2

• CA, formerly known as Computer Associates
  International, Inc., the world's largest
  management software company, delivers software
  and services across operations, security,
  storage, life cycle and service management to
  optimize the performance, reliability and
  efficiency of enterprise IT environments.
• Founded in 1976, CA today is a global company
  with headquarters in the United States and 150
  offices in more than 45 countries. We serve more
  than 98 of Fortune 1000 companies, as well as
  government entities, educational institutions and
  thousands of other companies in diverse
  industries worldwide.
• Our product brands include
• Unicenter
• BrightStor
• AllFusion
• Advantage
• CleverPath
• eTrust
• CA also provides professional services, such as
  consulting and education.

3
CA Transformation

• Global rapid-implementation SAP initiative
  targeted toward enabling the capabilities of SAP
  ECC, CRM, SRM, BI, SEM, EP, cProjects and WFM
  Core.   The project fundamentally transforms both
  the technology and process of CA operations in
  North America, Europe, Asia / Pacific, and Latin
  America.  
• The project is structured around 8 key delivery
  work streams  
• Marketing
• Lead to Quote / Customer Interaction Center
• Order to Cash
• Procure to Pay
• Manage the Business
• Business Intelligence
• Human Resources
• Professional Services
• Business Readiness and Project Management are
  other horizontal streams created to ensure
  communication, quality and control across all
  work areas.

4
CA Transformation - Goals

• CAs main goal is to transform its IT strategy
  and architecture so that the company and the CIO
  gets the most return out of an integrated and
  secure IT system.  
• These goals include
• Boosting sales and reducing operating costs
• Improving customer relationships and marketing
• Improving supplier relationship management and
  procurement of indirect materials
• Achieving the level of financial reporting
  transparency to meet the requirements of the
  recent Sarbanes-Oxley act
• Improving product strategy, life-cycle management
  and distribution

5
Goals for Professional Services at CA

• Integrate system processes from lead to cash to
  run the business efficiently
• Automate Professional Services processes
• Segregation of duties between operational
  resources and financial resources
• Eliminate data redundancy and improve data
  consistency
• Use industry best practices to improve
  Professional Services business processes
• Improve partner relationships
• Improve client and services profitability
• Improve resource realization and utilization
• Growing the business

6
cProjects Technical Infrastructure at CA

• Implementing the SAP Professional Services
  solution for Pre-Sales and Services delivery
  projects for the following areas
• cProjects Suite 3.1/WFM Core 1.1 (CRM add-on)
• CRM 4.0
• ECC 5.0 (PS, FI/CO, MM, HR, SD and CATS)
• SRM 4.0
• BI 3.5
• EP 6.0

7
Professional Services Challenges As Is
Landscape
8
Professional Services Integrated System - To Be
Landscape
9
Demand-side/Acquisition Business Process Flow
CRMOpportunityManagement
Quote
Quoting
Enter time/expensesfor Cost Collection
TimeExpense
High Level OpportunityPlanning
Activities Mgmt
Pre-Sales OpportunityExecution
Engage Presales Consultants NOTE Not All
Activities will Engage Pre-Sales
Collaboration among Internal Business partners
and external clients
Pre-Sales OpportunityMgmt
Create cProjectlinked to CRM Opportunity
NOTE Only when Pre-Sales is
engaged
Schedule Resources NOTE CA TS Resources can be
allocate
Opportunity/Resource Planning
10
Supply-Side/Fulfillment Business Process Flow
ProjectManagement
Opportunity Mgmt
Bill
Milestones
High Level ProjectPlanning
ProjectMonitoring and Control
TimeExpense
Cost Calculation
Quote Final
Confirmation
ProjectExecution
RefineProjectPlanning
Soft booking
Capacitycheck
Signed Contracts
Budgeting
Refine ProjectPlanning
Resourcereallocation
Define Accounting Rules
Hard booking
Project Resource Planning
11
Implementation Challenges at CA

• cProjects (Ver 3.1)
• Budgeting in cProjects no integration with
  Project System for Cost and Revenue Planning
• Services Billing single billing indicator at
  top level WBS Element in Project System
• Time Entry resource worklist for time entry
• Project System
• RRB for External Resources
• Complexities around Revenue Recognition

12
Project Cost and Revenue Planning

• Enhancement
• Task-based replication to support the creation
  and ongoing synchronization of WBS elements with
  cProject tasks
• Project revenue plan in cProjects by mimicking
  Sales Pricing
• The project rates used to create the revenue plan
  is also used to create pricing records required
  for quoting and billing
• Cost rate determination enhanced to mimic costs
  configured in ECC.
• Project billable and non-billable expenses
  entered in cProject as a total amount for project
  cost planning
• Business Benefit
• Reduced manual effort from Services Accounting
• Configuration for cost rate and bill rate in one
  place, and consistency in rates used for planning

13
Billing Plan and Milestones

• Enhancement
• For fixed price projects, it is necessary to
  assign a billing plan to the project. The billing
  plan can be for either the scheduled billing
  dates or for the completion of milestones
• Project Managers has the flexibility to create
  and maintain project bill plan with ease on
  portal screen
• Business Benefit
• Consistent entry point Portal
• Eliminates access to financial-oriented fields -
  SOX compliant

14
Time Sheet Worklist and Validation

• Enhancement
• The worklist section of CATS will display the
  valid WBS elements (cProjects tasks) that are
  assigned to the resource entering time
• Internal and external resources enter actual
  project hours in the consistent manner by
  entering it against the project task WBS element
  through CATS
• Time sheet cannot be saved if resource enters
  time against a WBS Element not in the worklist
• Business Benefit
• Reduced error in time entered against projects
• Streamlined time entry for resources

15
CATS Actual Time Update to cProjects

• Enhancement
• Synchronize the actual start date and the actual
  number of hours based on the approved CATS time
  entries in cProjects
• Reflect in cProjects any time adjustments made in
  CATS
• Business Benefit
• Eliminate Project Manager data entry effort for
  actual start date and actual number of hours
• Accurate reporting of project percentage of
  completion available to Project Managers in
  cProjects

16
Inherent Data on Debit Memo Request

• Enhancement
• Make available on the billing invoice details the
  employee/partner that performed the work
• Accounts for multiple consultants working in the
  same role, and/or where the invoicing period
  covers multiple timesheets
• Business Benefit
• Provides clear accountability to the customer of
  the hours approved and the corresponding amounts
  to be invoiced
• Business and the customer can have a clear
  visibility

17
Detailed Revenue Reporting

• Enhancement
• Three primary steps
• Select appropriate reporting characteristics in
  cProjects
• Replicate these attributes to ECC
• Manipulate, aggregate or split, the settlement
  rules data is used during settlement to ECC
  CO-PA, and as a result, accounted for in
  subsequent extraction to BW
• Example standard and custom key fields and
  characteristics
• Person Responsible
• Type of Service
• Product Family
• Practice, Sub-practice
• Business Unit and Geography
• Business Benefit
• The centralization of this information including
  department revenue and profitability will reduce
  the effort to support reporting for internal
  financial reporting
• Tying reporting characteristics to the task level
  will enable professional services management to
  accurately collect reporting information

18
cProjects Other Enhancements

• cProjects System Numbering
• Internal number generated
• Field for number assignment in display mode only,
  no external numbering allowed
• Contribution Margin Report
• Project manager plans each task and role of
  cProject with start date, end date and number of
  hours
• Based on these values, system creates cost plan
  and revenue plan
• Enhancement is to calculate the NOM and
  contribution margin from the cost plan and
  revenue plan
• This report is required to get the approval on
  the quotation
• Consultant View of project bookings for Business
  Partners
• Calendar view of appointments by week and month,
  not just by day
• Allocation information can be viewed, but in a
  relatively user-friendly format

19
Benefits of cProjects at CA

• Single point of data entry for project planning
• Web based project management tool
• Resource scheduling
• Traffic light reports and alerts (evaluations)
• Project version management
• Integration with SAP core modules
• Segregation of duties (Project Managers, Resource
  Coordinators, Services Accounting)
• Data flow across modules

20
Key Lessons Learned at CA

• Integration with other work streams
• Global design for global rollout
• Complexity in currency and language
• Overcome numerous SOX non-compliant issues
  created by changing business economics and SEC
  requirements due to integration with multiple
  work streams
• Process Control
• Authorization
• Industrial Best practices
• Tight integration between cProjects and ECC
• Synchronization time/resources.
• Project planning and pricing at controlled
  source, cProjects
• Workflow

21
Insert session code
Session Code