1. Forschungs- & Entwicklungs-Prozess
Governance & Risiko Management
Portfolio und Projektmanagement (inkl. Budgetierungsprozess)
Target Identification & Prioritization
Drug Discovery
Pre-Clinical
Clinical Development
Compliance Management (inkl. FDA, OGI, SOX and SPL)
Chemische- und Prozessentwicklung
Marketing

2. R&D Project Management Processes, Approaches and Tools
Dr. Thomas Henkelmann
Director Consulting, The Project Group GmbH
Event: Digital Pharma: Efficient Research and Development Processes in Pharmaceutical and Life Science Businesses

3. Agenda R&D budget planning and project management
Transparent resource management and KPIs
Reporting and controlling
Integration with financial systems, e.g. SAP
R&D Budgetplanung und projectmanagement: 10 min
Berichtwesen und Controlling für R&D Portfolio Budgets: 7 min
Transparentes Ressourcenmanagement und KPIs: 10 min
Integration mit Finanzsystemen am Beispiel SAP: 15 min

4. R&D budget planning and project management
The foundation for planning and controlling

5. Budget planning for R&D projects
Top Down approach
Budget progress principle
Focused on competition
Focused on revenue and margin
Bottom Up approach
Based on projects and programmes
Zero based budgeting
Counter current process
Combines both approaches
Ensures integrity with liquidity planning and shows realistic data

6. Counter current process: Top Down and Bottom Up
Strategic Goals
Planning by key data
Strategic alignment: - Gap analysis - Competition analysis - Scenario planning
Target oriented R&D budget
Program planning: - Portfolio analysis - Project analysis - Project priority
R&D Programmes
Project oriented planning of financial needs
In Anlehnung an Specht/Beckmann/Amelingmeyer, R&D Management

7. Budget planning across all project phases
Strategic goals
Ideas
R&D Budget
R&D Budget
R&D Budget
Production
R&D Project Portfolio
R&D Project Portfolio
R&D Project Portfolio
Exploratory
Feasibility
Development

8. R&D project management
Up-to-date base data for budget planning
Compilation and priorization of programmes
Scheduling and coordination
Allocation of resources and controlling of resource usage
Controlling of project cost and dates

9. Components Data store Access control Microsoft Office Projectserver
Project Web Access
Controlling
Reporting
Demo:
project eines PM
Project Center für die Übersicht
Microsoft
Project Professional
Project manager
Resource manager

10. Unified approach to planning

11. Portfolio of all projects

12. Resource management and KPI
Reliable data for successful project management

13. Resource management Capacity planning
High level effort and cost estimate
Alignment to strategic goals
Target: correlation to budget
Resource planning
By phases and qualifications/skills
Alignment by organizational structures
Target: load balance per department/team
Resource allocation
Detailed tasks
Assignment and tracking per team member
Target: organize work

14. Load by department/team/skill etc.

15. Key performance indicators - KPI
Portfolio at a glance
The most important key data overview
Schedule reliability
Cost and budget limits
Quality of the planning process

16. Portfolio with KPI

17. Reporting and Controlling
Foundation for decisions

18. Reports and Analysis Project management Critical projects
Milestone overview
Resource management
Identify bottlenecks
Manage scenarios
Portfolio management
Check alignment with strategic goals
Run the right projects!

19. Milestone overview, What-if analysis

20. Controlling Deliver data for ERP systems Project/Program controlling
Plan vs. actual comparison
Budget alignment
Business unit controlling
Resource requirements and usage
Cost center planning vs. Project planning
Enterprise controlling
Revenue planning
Cash flow planning

21. Controlling integration with SAP
Integrate what – and why?

22. Overview on integration with controlling
High level integration
Microsoft Project for detail planning
SAP for controlling
No project details in SAP!
Exchange information:
Base data: WBS structures or internal orders
Current data: Cost and work
Time tracking: work receipt or CATS
Reporting data: cost, budget

23. Levels of controlling integration
Projects: Microsoft EPM Technology
Enterprise role
Project managers, teams
PMO,
departments
Upper
Management
Critical milestones, project success
Portfolios, milestones, budgets, centralized resource planning, risks, problems, change management etc.
Operational project management, supervision
Core processes:
ERP system
Strategic view :
indicators, customer profitability, strategic direction
(SAP CO, FI, BW,…)
Controlling view :
budgets, cost centers, revenues, purchasing,
customer management
(SAP PS, CO ...)
Project view: staff resources,
unit costs
(SAP PS, HR, CATS)

24. Information exchange ERP System (SAP) Project Server Resource data
EmployeeID, cost center, Org. Unit etc.
Resource data
Project data
Structures, dates, work,
cost, budgets, actual data
ERP System (SAP)
Project Server

25. Requirements for the integration
Flexible configuration for the synch process
Flexible configuration for roles and rights
Based on Microsoft Project User Management
Bidirectional data exchange
Leading system at field level
Manual and automated synchronization

26. Example for project structures
Option 1
Option 2

27. Example for work and cost
Fiscal Year: 2004
WBS-ID Cost Center Act. Type Period Work Comment
CXXX Task 1 Assignment 1
CXXX Task 1 Assignment 2 and Task 2 Assignment 1
Fiscal Year: 2005
CXXX Task 2 Assignment 1

28. Example for time tracking with SAP CATS
CXXX
CXXX
SAP PS (No tasks here!)
WBS Element
MSP Task
Cost Ctr …
CXXX
Task1
1000
Task2
CXXX
Task4
CATS for Resource 2 (All tasks here!)

29. Example for actual data from SAP
SAP actual cost information in Microsoft Project: ID
Task Name
SAP
Plan cost
Actual cost
Obligo
Allocated
Available 1
Engine XY € €
5.000 € € € 2
Construction 3
Functional Groups 4
Power supply
0 € 8
Control € € 12
Aggregates €

30. Thank you for your attention!
Please address questions to:
Dr. Thomas Henkelmann, The Project Group GmbH
Director Consulting Services
Neherstr. 9, München
Tel /
Fax /