Project Integration Management - A Case Study

1 Project Integration Management - A Case Study Dr Kersti Nogeste Principal Consultant Project Expertise Pty Ltd, Melbourne, AUSTRALIA. Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 1. Overview 1. Session Objective 2. Case Study Background 3. Case Study Description Develop Project Charter Develop Project Scope Statement Develop Project Management Plan Project Execution Monitor & Control Change Control Project Closure 4. Summary Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 2. 1. Session Objective To demonstrate the application of Project Integration Management to a real-life case Study Project .

2 Reference : PMI PMBOK 3rd edition 2004 Chapter 4. Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 3. 2. Case Study - Background AUSTRAL Telecom Tele & Data Communications Company AUSTRAL Telecom Strategy - Build/Buy Growth Buy Strategy Objective Gain XYZ Telephone Systems Sales & Support Capability ZeeZee Telecom is a company that sells and supports XYZ. Telephone Systems AUSTRAL Telecom to Acquire ZeeZee Telecom to Add XYZ. Telephone Systems Sales & Support Capability Acquisition and Integration Key Components 1. XYZ Telephone Systems Reseller Agreement Agreement between AUSTRAL and XYZ Telephone Systems Co. 2. ZeeZee Telecom Customer Contracts Customer Support (& New Sales/Upgrades).

3 3. ZeeZee Telecom - Staff & Processes Sales, PreSales, Project Management , Implementation, Customer Services & Support Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 4. 2. Case Study - Background Original Equipment Manufacturers (OEMs). ABC Phones AUSTRAL. JK Call Reseller AUSTRAL Customer Telecom Agreements Telecom Contracts PQR Comms Customers en r em le + + +. t re sel Ag Re XYZ 3. ZeeZee ZeeZee 1. Telephone 2. Customer Telecom Staff Contracts Telecom Systems & Processes Customers Acquisition & Integration Key Components Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 5. 3. Case Study Background Acquisition & Integration managed as a program of work Program of work comprises multiple inter-related projects Executive Senior Management Team Program Program Sponsor & Program Manager Project 1 Project 2.

4 Product Management Marketing Project 3 Project 4. Customer Services Management Project 5 Project 6. Finance, Contract Admin, Commercials & Legals HR & Training Project 7 Project 8. Facilities Management & ITC E-business Project 9. Sales Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 6. 2. Case Study Background Case Study Project - Facilities Management & ITC Project Facilities Management scope includes everything related to a person's work environment, primarily workstation & tools of trade mobile phone, uniform, car, car parking ITC scope includes everything related to a person's Information Technology & Communication needs laptop/PC, remote access, specialist software, fixed phone services Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 7.

5 2. Case Study - Background Original Facilities Management Equipment & ITC Project Scope Manufacturers (OEMs). ABC Phones AUSTRAL AUSTRAL. Reseller Customer JK Call Agreements Telecom Telecom Contracts PQR Comms Customers en r em le + + +. t re sel Ag Re XYZ 3. ZeeZee ZeeZee 1. Telephone 2. Customer Telecom Staff Contracts Telecom Systems & Processes Customers Acquisition & Integration Program Scope Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 8. Develop Project Charter &. Develop Project Scope Statement PMI PMBOK Case Study FM & ITC Project Inputs Inputs Contract AUSTRAL Strategy Build/Buy Buy Strategy SOW ZeeZee Acquisition Business Case Env.

6 Factors ZeeZee Acquisition Agreement Legal Obligations Org. Processes ZeeZee Acquisition Budget Program Governance Reporting & Approvals Program Charter, Scope Statement, Management Plan Tools & Tools & Techniques Techniques Program/ Project Driven By Inputs (as above). Project Selection PMO Processes & Templates PM Methodology Program Portal PMIS Subject Matter Experts HR, FM & ITC. Expert Judgement Outputs Outputs Project Charter Project Charter & Scope Statement Defined By Project Scope Stmt Program Charter, Scope And Management Plan Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 9. Develop Project Management Plan PMI PMBOK Case Study FM & ITC Project Inputs Inputs Project Scope Stmt Program Management Plan Including Definition of FM &.

7 PM Processes ITC Project Scope Env Factors Environmental Factors & Organisational Processes Org. Processes Legal No Personal Detriment HR Policies & Processes Benefits FM Policies & Processes Implement OH&S. ITC Policies And Processes IT Security Tools & Techniques Tools & Techniques PM Methodology PMO Processes & Templates PMIS Program/ Project Governance Expert Judgement Program Portal FM & ITC Managers And Specialist Staff HR Manager Outputs Outputs Project Mgmt Plan Project Management Plan Project Schedule Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 10. Develop Project Management Plan Document Control Executive Summary Scope Inside Scope Outside Scope Project Governance & Organisation Project Milestone Schedule Key Deliverables Budget & Cost Management Communications Management Status Meetings Status Reporting Portal PMO Processes Risk Management Quality Management Change Management Issues/Action Item Management Attachments Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 11.

8 Develop Project Management Plan Facilities Management Scope Key Deliverables Workstations desk, chair, filing cabinet, shelving, fixed phone Mobile Phones Site Access Cards cards incl. photo and employee number Cars/Car Parking Business Cards Additional Staff - Sydney Office FM Administrator IT&C Scope Key Deliverables Laptops/PCs incl standard software applications PC specialist software applications, remote access tokens Tele & data communications infrastructure upgrades Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 12. Project Execution PMI PMBOK Case Study FM & ITC Project Inputs Inputs Project Mgmt Plan Project Management Plan Corrective & Project Schedule Prev.

9 Action Approved Requests Requests Spend Requests Travel Approved CRs Prev. Action Requests Addnl/Unplanned Travel Repair Requests Change Requests Cabling Upgrade Admin Closure Repair Requests Replacement Tele Headsets PMO Project Close-out Process & Templates Tools & Techniques Tools & Techniques PM Methodology Program Governance - Approvals Process PMIS Program Portal PMO Processes & Templates Risk, Quality, Change, Issues & Action Management Outputs Outputs Deliverables FM & ITC Deliverables Changes Implementation of Approved Requests Corrective & Prev. Performance Information Actions Risk Register, Issues/Action Item Register Defect Repairs Deliverables Reviews Performance Info Status Meetings & Reports, Issues/Action Log Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 13.

10 Monitor & Control PMI PMBOK Case Study FM & ITC Project Inputs Inputs Project Mgmt Plan Project Management Plan Performance Info Project Schedule Rejected CRs Performance Info Risk Register, Issues/Action Item Register Deliverables Reviews Status Meetings & Reports, Issues/Action Log Tools & Techniques Tools & Techniques PM Methodology PMO Processes & Templates PMIS Program Portal EV technique FM & ITC Managers And Specialist Staff Expert Judgement HR Manager Staff Survey FM & ITC Questions Outputs Outputs Corrective & Prev. Prev. Action Requests Additional Travel Action Requests Status Meeting Notes Forecasts Schedule Updates Repair Requests Status Reports CRs Approved Requests Spend, Preventative Action, Change & Repair Staff Survey Report Copyright 2006 Project Expertise Pty Ltd - University of Melbourne October 2006 14.