For more slides and tutorials visit www.p6academy.com Source: Collaborate 14

1. REMINDER
Check in on the
COLLABORATE mobile app
It's integrated!
Why won't you use it?
Michael Lepage
Managing Partner
PlannerTuts Online Training
www.plannertuts.com
10 Must-Do Tactics to Help
Companies Roll-out Integrated
Primavera P6 Solutions
Session ID#: #15422

2. Primavera P6 ELearning
for the Enterprise
Blended Learning & Support
Guided Curriculum
Scalable for 100s of users
Experienced Instructors
-- an online Library of
Primavera P6 Learning.

3. Goal

4. Goal

7. What happened?
■ We got caught up in the thrill of integrating 2 systems
■ And forgot about the end user.

8. What happened?
■ We got caught up in the thrill of integrating 2 systems
■ And forgot about the end user.

9. 10 Must-Do Tactics to help
companies roll-out integrated
Primavera P6 solutions

10. Let Your Users Have a Voice
 Most often, users will support something
they are involved in. Get them involved.
 Engage them on the “WHY”
 Ask for open and honest feedback.
 Let them speak, complain and be
heard.
 You don’t have to fix everything, just
listening is most important.
 Gather Anonymous Feedback

11. Break it Up
“Wisely, and slow. They stumble that
run fast.” -Shakespeare
• Deliver pieces incrementally over a
reasonable period of time
• Allow users to learn and integrate each piece
• Refine and make corrections as you go
• Agile principles
• Rapid delivery
• Changing requirements
• Feedback from business often

12. Have a Measurable Business Goal
(one that users will want to rally behind)
 Make it meaningful for users, not just
sponsors
 Track it and report on it
eg:
 Reduce Month-End Report Prep Time by
50%
 Eliminate Excel Spreadsheets
 Reduce Redundant Reporting to 0

13. Pilot First, Evaluate, Then Rollout.
• Use a Pilot period. Prove it out.
• Use real projects
• Use lower-priority projects
• Define Success Criteria
• Let the Pilot team Evaluate the
system from a user’s
perspective

14. 3-Day Onsite Training

15. 3-Day Onsite Training
Continuous
Learning

16. 3-Day Onsite Training
Learn
Use
LearnUse
Learn
Use
Continuous
Learning

17. Don’t just provide training, provide a
Learning Path for your users after training.
Self-Paced Learning
(Videos, Tutorials, Workshops,
Documentation, etc.)
Virtual Training
(Screen sharing + a Live Training
Environment)
Simulations
(A Simulation of the software presented
in Flash)

18. Beware the “System of Record”
What are the User implications for having a System of Record for cost or schedule
information?
What workaround will users have to execute to work?
SAP
 WBS
 Actual Costs
 Resources
Primavera P6
 Activities
 Resource Assignments
 Budgeted Costs

19. Don’t Bend to the Tech Gods
 SAP team forced Users to have 2 projects in
Primavera P6
 Capital Costs
 Expense Costs
 User were forced to work with 2 projects
instead of 1 in P6.
 Find technology solutions that work for all
departments involved
 Go to BATTLE for your users

20. Make time for people to Engage with the
new integrated system
“I’m already swamped. Now I
have to learn this new system.
There’s no time left to do my
work.”

21. Provide incentives. You can make it Fun.
 Give users a challenge to earn a
prize
 The first user to figure out how
to import WBS data from SAP
and show me their report goes
mini-putting.
 Get them engaged.
 They will help each other.

22. Execs – be a Project Scheduler for a Day
 Use the solution yourself for a full day,
alongside other users.
 Engage with users, ask for help and feedback.
 Volunteer to be someone’s assistant scheduler
for a day
 Really understand issues, problems and pain
points.
 Dazzle them with your commitment to people.

24. Goal

25. Questions?
michael@plannertuts.com
www.plannertuts.com
Please contact me with any questions about
online training, e-learning and traditional
training for Primavera applications.
Please complete the session evaluation.
Thank You!