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Using PPM in complex project organisation

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Using PPM in complex project organisation

How we have completed our PPM solution with Document Management, ensuring governance and automation around workspaces, folders, documents, and templates.

By Kristian Høeg Madsen, Head of Business Development, European Energy

How we have completed our PPM solution with Document Management, ensuring governance and automation around workspaces, folders, documents, and templates.

By Kristian Høeg Madsen, Head of Business Development, European Energy

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Using PPM in complex project organisation

  1. 1. Using PPM in complex project organisation Power PPM Summit 2021 Kristian Høeg Madsen December 2021
  2. 2. Thanks for having me! KRISTIAN HØEG MADSEN Head of Business Development Corporate Strategy, Project Management, Organizational Development EUROPEAN ENERGY KEY FACTS - Founded in 2004 - Activities in +20 countries - +300 employees across 15 offices - 2GW installed capacity since founding - +30 GW pipeline with +500 projects At European Energy we develop, finance, construct and operate solar farms, onshore and offshore wind farms as well as large-scale PtX plants. We are currently developing and constructing parks across Europe, Brazil, USA and Australia.
  3. 3. Highlights 3
  4. 4. This is European Energy From Idea to Construction 4 Location: We secure the land rights in collaboration with the landowner and conduct environmental studies to minimize the local environment’s impact. Planning: Once a location has been identified, a thorough analysis of the environmental impact, local grid capacities, both the political and the project economic framework conditions is needed. This includes but is not limited to all from navigating through national and local laws and permits to analyzing energy production estimates. Involvement: It is essential to involve local citizens and stakeholders as early as possible and strive to understand and address any concerns. At this stage we also invite investors to participate in the development of the project. Construction: When all the essential rights and permits have been acquired, the construction phase can be started. We manage the entire process from design of the energy plant, global sourcing of components, construction activities to grid connection as well as all many unforeseeable factors during this phase. Managing the assets: We consider managing the constructed assets as a part of our core business. This includes in-house competences in both technical, commercial and financial aspects of managing renewable energy plants. Divestment: We assess each project individually and take the risk- and-reward profile into consideration. In some cases, we divest the energy farm to long-term investors at the optimal price. Often, we keep managing the plant for the investor to optimize production output and minimize operating costs. Independent power sale: Other times we keep ownership of the energy farm and provide electricity as an independent power producer. Power Purchase Agreements (PPA): Many companies choose a PPA solution these days during the pre-construction and construction activities. These PPA’s are long term supply contracts with a fixed price guaranteeing the delivery of renewable power from an energy farm to a business. From Construction to Production After the construction has finished and the farm has been successfully connected to the energy grid, our engagement can go in different directions.
  5. 5. Our reality one year ago 1. Fast growing 2. Project organization 3. Complex operating environment 4. Presence across many technologies and countries 5. Numerous ‘ways of working’ 6. Manual document filling based on mails and filenames 5
  6. 6. This created a number of challenges in the organization 1. Lack of transparency across projects, teams, countries etc. 2. Limited steering and no tools to support effective decision making 3. Time consuming handling of documents 4. No scalability in setup 5. Limited reporting and no standardized approach
  7. 7. +700 Active companies +500 Projects 370 Lines in work- breakdown-structure Some numbers…
  8. 8. So, how can we design, develop and implement a standardized way of execution projects in a complex organization? 8 ?
  9. 9. The solution was both a new project model and a supporting technical infrastructure 9 Initiate project by securing permissions and planning layout and offtake Secure financing and select suppliers for all major contracts Deliver of project safely on time and budget at expected quality Manage asset both technically and commercially Developing Screening Structuring Constructing Operating Screening of opportunities and securing land rights 1. PROJECT MANAGEMENT MODEL 2. SUPPORTING TECHINCAL INFRASTRUCTURE WHAT WE NEEDED • Full system support with standard project plans • Easy management of project and workstreams • Simple delegation of tasks and deadlines • Modern SharePoint document filling with use of metadata • Real-time interactive reports
  10. 10. 10 PROJECTS DOCUMENTS LEGAL ENTITIES FINANCE REPORTS Our technical solution supports all relevant areas of the project
  11. 11. Projects
  12. 12. We group our projects into Building Programs (annual) with detailed project activities are broken into workstreams BUILDING PROGRAM PROJECT PROJECT PROJECT WORKSTREAMS WORKSTREAMS WORKSTREAMS BUILDING PROGRAM A portfolio of projects relevant for a specific year PROJECT A construction project with multiple workstreams WORKSTREAM Standardized workstream setup for all projects Projects
  13. 13. The Project main page 13 • Overview of all relevant project data • Managed by Project Manager • Numerous sub-tabs for relevant work areas • Direct link to project workstreams Projects
  14. 14. Setting up project! When setting up a new project, the project manager fills in relevant data as well as assigns people to the project organization. The system will then automatically: • Set up a SharePoint and MS Teams site • Ensure that all relevant people are added to the MS Teams site Projects
  15. 15. Workstreams • 16 workstreams automatically created • Each workstream is a ‘mini’ project with custom tabs • Standard templates for schedule can be loaded Projects
  16. 16. Checklists • Project governed by phase-gate model • Checklist with mandatory and optional fields for each gate • Custom checklists per gate -requirements expand as project progresses Projects
  17. 17. Legal entity management of projects is integrated into the PLC • Each project is connected to a legal entity • Legal entities are handled in a separate workspace • The information automatically links to the project overview – enabling a complete overview of relevant project data and easy access Legal entities
  18. 18. The legal entity function keeps track of all companies Legal entities • All foundation and financial details • Employees can create new, which are sent to review and approval for our Company Administration Dep. • Link between legal entities captures through owners and subsidiaries relations
  19. 19. 19 Within the Project overview we have a folder structure matching the project WBS incl. a direct link to SharePoint Documents
  20. 20. 20 In SharePoint we can now easily get an overview of all project documents including relevant meta-data Documents • Mandatory metadata clearly marked • Some metadata (e.g. legal entity) is automatically linked • All options for metadata managed in PPM term store • Same document can be linked to multiple projects (only one document but appears on multiple project sites)
  21. 21. 21 We also have the opportunity to adjust the view for faster identification relevant documents Documents
  22. 22. 22 Finance Monthly actual costs from Navision on 3 levels of detail
  23. 23. Reports
  24. 24. Our pipeline report is today used as a critical tool in overview and decision making for senior management Reports
  25. 25. We also have several other reports in PLC today • Building program (portfolio view) • Project cock-pit • Workstream reports • Legal entities • Historical overview Reports
  26. 26. PROJECTS DOCUMENTS LEGAL ENTITIES FINANCE REPORTS What we have covered today
  27. 27. So, what did we get out of it? 27 1. Increased transparency across projects and teams 2. Improved steering and effective decision making 3. More effective handling of documents 4. A scalable solutions 5. Easier and standardized way of reporting
  28. 28. Any questions? 28

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