RBpoint - Project monitoring and collaboration - Roland Berger

RBpoint
Project monitoring
and collaboration
Munich, April 2011
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RBpoint is designed to help you achieve your overall project goals
ROLAND
BERGER
RB point
RBpoint helps you design your project structure,
responsibilities, timeframes and targets
RBpoint allows you to monitor the implementa-
tion progress and financial benefits of all activities
RBpoint is a joint collaboration platform for a large
number of users – both for clients and consultants
project
organization &
information
network
tool
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RBpoint has three main functions to support you in different
project phases
> Define structure by constructing a
project tree
> Define responsibilities
> Set up timeframe for implementation
> Compare top-down targets with
detailed bottom-up actions
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Planning
Objective:
"Cut costs by 30%!"
Generate standardized
reports to:
> Monitor implementation
progress
> Identify deviations
from plan
Project
goals
2 3
Monitoring
Sharing
information
> Search and share documents
> Announce project news to the
team members
> Document actions and
project results
> Send e-mail
notifications about
changes
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RBpoint was developed by Roland Berger to professionally
support consulting projects
… is an easy-to-use web application, based on MS SharePoint
… is flexible and can be tailored to the client's requirements
… requires no license fees
… benefits from ongoing improvements based on our consultants' feedback
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RBpoint is suitable for use on a wide variety of project types – in
particular, projects with a strong focus on implementation
MERGER PROJECTS
• Handling highly complex projects and
tight time schedules
• Integrating synergies and stand-alone
plans
TRANSFORMATION PROJECTS
• Reorganization projects
• Multi-project management
• Detailed planning of actions to improve
earnings and boost liquidity
• Quickly establishing an IT platform for
designing and implementing new
processes
RESTRUCTURING PROJECTS
PROCESS OPTIMIZATION
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In comparison to Excel and MS Project 2010, RBpoint offers the
best fit to the requirements
Client
Server
Web-based
Role-based authorization concept
Reporting for potential/status tracking
Customizable
Automatic notification of deviations
Customizable
Customizable
Monitoring of effects
Limited
Limited
Project structure flexibility
Action prioritization & definition
Customizable
Customizable
Document management
Team communication
Project consolidation
Costs
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Project monitoring in RBpoint has two phases
PHASE 1:
DEVELOPING ACTIONS
Back up potential for improvement with
specific actions and
• Appoint persons responsible for
implementation
• Set deadlines for tapping individual
potential
• Map monetary and non-monetary
effects
• Create clear tasks that can be worked
on and monitored
PHASE 2:
MONITORING ACTIONS
Monitor action implementation and
financial progress by
• Easy-to-generate reports and a fixed
"traffic light" logic which help to achieve
efficient real-time reporting
• Individual configured e-mail notifications,
which shows changes in the project
status
• Quickly spotting of non-adherence to
deadlines
• Simple integration and controlling of
additional actions
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RBpoint makes it easy for clients and consultants to monitor
project progress
TOP DOWN
Board/group
development
• Issue management
• Preliminary time schedule
• Evaluating issues/
plan adjustments
• Making decisions
• Allocating resources
Project teams
• Structuring the issues
• Detailed time schedule
• Evaluating the status
• Making decisions
• Requesting resources
Quick and
disciplined
project
monitoring
Issue-based
working
teams
• Planning
• Analysis
• Conceptual design
• Delivering results
• Coordinating activities
• Committing resources
BOTTOM UP
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RBpoint is a joint collaboration platform for a large number of
users – both for clients and consultants
Documents
Consolidate the management
of all relevant project
documents
Announcements
CO OLLABO ORATI ION
Workspaces
Make a link list to all infor-
mation for a special meeting
Lists
Inform the project members
List links for helpful
about project news
information
Calendar
Organize meetings, workshops
and relevant dates
Discussions
Launch interactive
workshops
Wikis
Share your knowledge
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RBpoint is based on a tree structure and allows financial
scorecards to be attached
Action management
Supporting features
LEVEL 1
PROJECT
Document filing
e.g. minutes
Several action packages per project
LEVEL 2
ACTION
PACKAGE
Reports
e.g. consolidated scorecard,
to-do lists
Several actions per action package
LEVEL 3
ACTION
Actions are made up
of individual tasks
• Earnings effects
• Liquidity effects
• Quality effects
Notifications
e.g. user-specific notification
in the event of deviations
LEVEL 4
TASK
Effects per task
SCORECARD
Team calendar
e.g. arrange meetings
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A dashboard interface supports quick problem spotting in two
perspectives: deadlines and achievement of financial targets
• Quickly navigate through the
project structure using the
Project Explorer
• Structure your project by
grouping activities and setting
up deadlines and
responsibilities
• Enter monetary and other
quantitative effects in the
scorecard
• Modify your items in direct
edit mode – one click saves
all changes
• Consolidate effects, ects, as
well
as start and end dates up to
project level
• Monitor progress using
indicators (e.g. traffic light)
that can be defined flexibly
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Standardized reports represent the tool's greatest value in project
monitoring
• The reports have integrated links to the tool
• They can be exported to several formats
• They can be used as management reporting
or working elements
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