A slide show on how to map Organisation Structure in Whizible SEM

1. © Compulink Systems Ltd. All Rights Reserved.
Welcome
Organization Structure

2. Agenda
Basic Definitions
Conceptual Workflow
Organization Structure Definition
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3. Basic Definitions
 Business group (BG)
• Business Group is a part of an organization treated as a separate entity, usually
based on the kind of business done by the unit or Service Segmentation.
• Nomenclature may be Business group, Business Unit, Division, Section
For example:
 Enterprise Application Services (ERP Group)
 E-Biz
 CRM
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4.  Organization Unit (OU)
Basic Definitions (Contd.)
• An Organization Unit is a subset of a Business Group formed based on the
location, customer or product within a business group.
• Nomenclature may be Global Development Center (GDC), Offshore development
Center (ODC), Strategic Business unit (SBU)
For example:
 SAP, BaaN, JDEdwards
 Portals, e-commerce, Pune
 Siebel
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5.  Delivery Unit (DU)
Basic Definitions (Contd.)
• A division which will be heading many teams can be termed as a Delivery
Unit. This Unit can have teams from various departments based on the project
requirement.
For example:
 Cost Center
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6.  Delivery Team (DT)
Basic Definitions (Contd.)
• A set of resources working for a specific deliverable/ milestone/ release can is
termed as a Delivery Team. Multiple Delivery Teams can be associated under a
Delivery Unit.
For example:
 Testing team
 QA team
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7. Agenda
Basic Definitions
Conceptual Workflow
Organization Structure Definition
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8. Conceptual Work Flow
Corporate
Business Group ‘n’
Organization Unit ‘n’
Delivery Unit ‘n’
Delivery Team 1
 Associate…
1. Organization unit
2. Business Group
Managers
3. Middle Level Resources
4. Global Projects
 Attribute of Project
Business Group 1
Organization Unit 1
Delivery Unit 1
Delivery Team ‘n’
 Associate
1. Document Categories
2. Holidays
3. Delivery Units
4. Organization Unit Managers
5. Middle Level Resources
6. Global Projects
 Working Hours & Working Days
 Associate
1. Delivery Teams
2. Unit Managers
3. Middle Level Resources
 Associate Middle
Level Resources
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9. Organization Structure Definition
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10. Organization Structure
Whizible SEM helps you to maintain the hierarchy of organization structure as follows:
• Business Group (BG):
BG is based upon similar business
types or service segmentation.
• Organization Unit (OU):
OU is based on the location, customer
or product within a business group.
• Delivery Unit (DU):
A division which will be heading many
teams can be termed as a Delivery Unit.
• Delivery Team (DT):
A set of resources working for a
specific sub project / modules /
deliverable / release can be termed as a
Delivery Team.
Corporate
E.g. Excel Systems Ltd.
Business Group n
Business Group 1
E.g. ERP Group
Organization Unit n
Delivery Unit n
Organization Unit 1
E.g. PUNE
Delivery Unit 1
Delivery Team n
E.g. Support
Delivery Team 1
E.g. Implementation
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11. Structure (Contd.)
• You can maintain the
hierarchy in your
organization under
CONFIGURATION >
Corporate > Structure
node.
• Click the Show
Organization Structure
link to view the
Organization Structure in
one of the seven formats,
viz., PDF, Excel, HTML,
RTF, CSV, Text, XML.
• Use the Show Structure
link to view structure of
the Business Group in
any of the above-mentioned
formats.
• Use Add link to define
new business group.
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12. Creation of Business Group (BG)
• Define a new Business
Group on the screen
opening when clicked on
Add.
• Every Business group is
to be identified with a
unique Group Code and
name. E.g.: Enterprise
Applications - EA, Enterprise
Integration – EI etc.
• Map Organization Unit to
the BG under the
Associated Organization
Unit tab, which appears
on saving the Business
Group definition.
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13. Associating Organization Unit To Business Group
• You have a facility to
map the Organization
Units linked with the
BG under the
Associated
Organization Unit tab.
• Click Add Existing to
map OUs defined for
other BG.
• Click Add New link, to
define new OUs for the
BG.
• Multiple Organization
Units (OUs) can be
associated with a
single Business Group
vice versa single OU
can be associated with
multiple BGs.
Select the OU to be
mapped with the BG
Provide an unique
identification code and
name Organization Unit.
Add Existing
Add New
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14. Associating Delivery Unit To Organization Unit
• When you map a newly
defined OU to a BG, you
have a choice to associate
a Delivery Unit (DU) to the
OU.
• Click Delivery Unit link to
open a new window that
enlists any of the existing
Delivery Units.
Example of DU: Support,
Presales.
• Delivery Units are mainly
responsible for the
releases/ deliverables/
milestones agreed to be
delivered to the Customer
in fixed time frame.
Provide an unique
identification code and
name for Delivery Unit
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15. Association of Delivery Team To Delivery Unit
• After Adding the
Delivery Unit (DU), it
will be listed on the
default page of
Delivery Units.
• Click the DU Name
link to associate
Delivery Teams to the
DU.
• A DU can have
multiple Delivery
Teams (DT).
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16. Business Group Configuration
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17. Configuration Of Business Group (BG)
• The next step is
configuring BG under
CONFIGURATION >
Corporate > Business
Group node.
• Configuration of
Business Group involves
following:
 Edit Business Group
details.
 Association of
Organization Units
 Adding Business Group
Managers
 Adding Middle Level
Resources
 Assigning Global
Projects
• Use the Add link under
Organization Unit tab to
associate additional OUs
to the BG.
Select an OU
to map with
the BG
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18. Mark Select check box to
associate the resource
with the BG
Adding Middle Level Resources
• Associate middle level
resources under Middle
Level Resources tab.
• These resources will have
an access to all the
projects of the BG.
• Following activities of the
BG come under the
purview of these resources
…
 Project Approval
 Resource Allocation
NOTE:
 This is applicable only if the Is
Project Approver and Resource
Allocator check boxes are
marked under CONFIGURATION
> Corporate > Role
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19. Defining Business Group Managers
• Configure BG Managers
under Business Group
Managers tab.
• Manager drop down is
populated with the names of
all high level and middle level
resources in the organization.
• Is Primary Responsible
checkbox indicates that the
selected resource is the main
responsible person under this
particular BG.
• Responsibilities associated
with the selected manager are
displayed under
Responsibilities column.
NOTE:
 Responsibilities associated with
the managers are populated from
CONFIGURATION > Corporate >
Role
Select a Middle or High
level resource as
Business Group Manager
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20. Assigning Global Projects
• You can assign Global Projects to the
Business Group under Assign Global
Projects tab.
• Project Name drop down enlists all
Global Projects defined under
CONFIGURATION > Configuration >
Global Projects.
NOTE:
 Once a global project is assigned to a BG it will
not be listed under Project Name drop down.
 A global project, once assigned to a role under
CONFIGURATION > Corporate > Role
, is applicable to all the Business Groups and
Organization Units, hence not listed in the drop
down.
• Use Apply Now to assign resources of
the BG to the selected Global Project.
• To release all resources of the BG from
the Global Project, delete the Global
Project from Assign Global Projects tab.
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21. Organization Unit Configuration
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22. Configuration of Organization Unit (OU)
• All the Organization Units
added in the corporate
Structure are listed under
Organization Unit node.
• Map the following entities
to an OU in the Details
section...
 Document Categories
 Holidays
 Delivery Unit
 OU Managers
 Middle Level Resources
 Assign Global Projects
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23. OU Resource Distribution
• Besides, you can view the
following graphs for the OU…
 Male – Female Ratio
 Resources By Role
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24. Associating Delivery Unit (DU)
• The Delivery Units
Tab enlists all the DUs
associated to the OU.
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25. Adding Middle Level Resources
• Assign Middle level resources
to the projects in the OU under
the Middle Level Resources tab.
• These resources will have an
access to all the projects of the
OU.
• Following activities of the BG
come under the purview of these
resources …
 Project Approval
 Resource Allocation
NOTE:
 This is applicable only if the Is
Project Approver and Resource
Allocator check boxes are marked
under CONFIGURATION > Corporate >
Role
 A Middle level resource assigned to
a BG will not be available for
assignment on the OU.
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26. Defining Organization Unit Managers
• Configure the OU Managers
under the OU Managers tab.
• The Manager drop down is
populated with the names of all
high level and middle level
resources.
• Is Primary Responsible checkbox
indicates that the selected
resource is the main responsible
person under this particular OU.
• Once manager is added
responsibilities associated with
him are displayed under
Responsibilities column.
NOTE:
 The responsibilities associated with the
managers are populated according to the
settings under CONFIGURATION >
Corporate > Role
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27. Configuring Holidays for OU
• To define holidays for the OU go
to the Holidays tab.
• Holiday Name drop down lists the
master list of Holidays defined
under CONFIGURATION >
Corporate > Holiday.
• Holidays configured here will be
referred at the time of
 Task Creation
 Resource Loading
 Calculating Resource Utilization
• The OU holidays defined at the
OU level override the corporate
holidays.
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28. Mapping Document Category to OU
• Select the Document
Categories mapped
with the OU under
Document Categories
tab.
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29. Assigning Global Projects
• You can assign Global Projects to the
Organization Unit under Assign Global
Projects tab.
• Project Name drop down enlists all
Global Projects defined under
CONFIGURATION > Configuration >
Global Projects.
NOTE:
 Once a global project is assigned to a OU it will
not be listed under Project Name drop down.
 A global project, once assigned to a role under
CONFIGURATION > Corporate > Role, is
applicable to all the Business Groups and
Organization Units, hence not listed in the drop
down.
• Use Apply Now to assign resources of
the OU to the selected Global Project.
• To release all resources of the OU from
the Global Project, delete the Global
Project from Assign Global Projects tab.
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30. Delivery Unit Configuration
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31. Configuration Of Delivery Unit (DU)
• Configure the attributes
of Delivery Units defined
in the Organization
Structure.
• You can change the
name of the Delivery Unit
and map the following
attributes…
 Delivery Teams
 Delivery Unit Managers
 Middle Level Resources
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32. Delivery Team
• All the associated
Delivery Teams are listed
under Delivery Teams tab.
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33. Defining Delivery Unit Managers
• Identify the manager of DU
under Delivery Unit
Managers tab.
• Click Add link to add
Manager.
• The Manager drop down is
populated with High &
middle level resources.
• Is Primary Responsible
checkbox indicates that the
selected resource is the main
responsible person under
that DU.
• Once manager is added
responsibilities associated
with him are displayed under
Responsibilities column.
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34. Adding Middle Level Resources
• Assign Middle level
resources to the
projects in the DU
under the Middle
Level Resources tab.
• These resources
will have an access
to all the projects of
the DU.
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35. Delivery Team Configuration
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36. Configuration of Delivery Team (DT)
• All the Delivery Teams
defined in the corporate
Structure are listed under
Delivery Team node.
• While configuring DT,
you should select
Delivery Team Head.
• Delivery Team Head
drop down is populated
with the names of High
and Middle level
resources.
• The selected resource
will be heading the
Delivery Team & mainly
responsible from the
resource allocation point
of view.
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37. Adding Middle Level Resources
• Under Middle Level
Resources tab, click
on Select Resources
link to open a
window listing
resources with
middle level access.
• These resources
will be allocated to all
the projects of the
DT.
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