Traditionally, project information is stored across different functional areas like project management, ERP, and CRM systems, making information difficult to share. A new approach would involve assessing projects, planning project delivery approaches, and monitoring and servicing projects, while enabling best practices sharing, automation, and reporting across systems for easier information access. This would provide core and supported functionality for key processes like sales, project planning, cost analysis, and invoicing from a single integrated platform.

2. Table Of Contents

6. CRM
Service
Design
management
Traditionally, project
information is stored
Information is in functional silos.
not easily shared. Information is
Project
Financials not easily shared.
management
ERP/HCM

9. Business
Assess and development
analyze and opportunity
management
•Best practices and
Plan and
Monitor and knowledge sharing design
service •Business process project
approach
automation
•Audit and reporting
Build and
Billing and construct
collection project
delivery

11. Process PBS CRM ERP Financials HCM
Sales/customer
X/+ X
prospects/leads
Project pipeline X +
Resource forecasting X +
Bill of materials X/+ X
Project planning X +
Invoicing X X +
Project cost analysis X X/+ +
Assessment and analysis X + +
Service requests X +
X = Core process functionality
+ = Supported process functionality