Robert A. Marchello, MBA, MAFM, MPM

UTILIZING PROJECT MANAGEMENT TO

ENHANCE PROJECT CAPABILITIES AND

IMPROVE OVERALL EFFIENCY

1

Project Management 101NetSuite Focus

Agenda

Project Characteristics

Project Life Cycle

Project Management Process

Planning

Scheduling

Control

Execution/Performance

Completion/Follow-up

Roles of Participants

2

Project Characteristics

Project Characteristics

Have a clear objective and a Customer

Series of interdependent tasks

Utilizes resources to perform task and those resources have a cost

Specific or finite time frame

May be unique or reoccurring

Have a degree of uncertainty or risk

Project Constraints

Scope

Cost

Schedule

Customer Satisfaction

3

Project Life Cycle

Need Identification

PlanningRisk

AssessmentExecution Controlling

Completion / Closing

4

Sales Project

Management

Project Management Process -

Planning Clearly Define the Goals/Objectives

Work Breakdown Structure (WBS) - Create “Work

Packages” by dividing the Scope into logical groups

Define Tasks (work items) needed to accomplish the

“Work Packages” and overall Objectives

Set Predecessor Tasks

Assign Resources to Tasks

Assign Cost and Time Elements of each Task

Create a Project Plan (Gantt Chart), Key Milestones

and Budget

Risk Assessment is also part of the planning phase

5

Sample Work Breakdown

Structure (WBS)

6

Project Management

Process - Scheduling

Set Task duration estimates – how long will the task take?

Start and Finish Times for Task and Project

Earliest Start Time v. Fixed Start

Earliest Finish v. Latest Finish (Due Date in NS)

Predecessors impact both the Start and Finish times of subsequent Tasks

7

Sample Schedule & Gantt

Chart

8

Project Management

Process - Control Regular Scheduled Planned (Estimated) v. Actual

Reports should be monitored

Task Level

Resource Level

Project Level

Validate that Scope hasn’t changed and if it does implement the changes

Develop alternative actions to insure timely completion – Schedule deviances must be acknowledge and reported

Monitor Start/Finish time on tasks on a constant basis and adjust schedule as need

PO Approval Process

9

Project Management

Process – Execution

10

Carry out the project task according to the plan

(WBS)

Project team should allocate (enter) time at the task level

Hold regular status meetings to discuss progress,

key milestones and expected vs. actual

Project Management

Process – Completion

Questions to ask ourselves:

Did we exceed Client Expectations?

How can we enhance our performance?

Did we accomplish objectives?

Methods/Tools to enhance performance:

Verify that project outcome matches Scope

Project Debrief Held

Project Profitability Analysis – Finance

Upward/Open communication to proposal team

11

Role of Participants

Project Manager

Responsible for Planning, Scheduling and Controlling

Provide Leadership and empower project team

Facilitate Communication and Develop Team

Problem Solving and Change Management

Project Team

Clearly Understand Objectives

Understand Roles and Responsibilities

Collaborate, Cooperate and Trust the strengths of each member

Time Management

Execute Task keeping in mind end goal is always the client’s 100% satisfaction

12

“TO EXHIBIT SUPERIOR PROJECT MANAGEMENT SKILLS WHICH DRIVE

100% CUSTOMER SATISFACTION”

13

100% Customer Satisfaction =

Conclusion – Endless Opportunities!

REVENUE

PROFIT

QUALITY OF LIFE FOR EE’s