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Case study - Microsoft Project EPM consultancy and training for Kingspan Insulation

 

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During 2006, Project Learning worked in partnership with Kingspan Insulation Ltd to implement and deploy a Microsoft Project EPM solution.

In this case study:
 

Background - The company and its opportunities.

Establishing the need - Ensuring the need fitted the business.

Delivering the solution - Creating the EPM environment and managing project priorities.

Training the user community - Using an imaginative blend of distance learning and workshop methods.

Working with the system - The current situation and the next steps to take.

Conclusions and lessons learned - How a partnering approach has provided real benefits.

 
 

Background

 

Kingspan Insulation is a member company of the Kingspan Group plc, one of Europe’s fastest growing building product groups. Kingspan Insulation specialise in the solution of insulation problems and are the world's leading manufacturer of CFC/HCFC-free rigid phenolic and CFC/HCFC-free rigid urethane insulation products.

Kingspan Insulation is also an active user and adopter of enterprise-level project and program management disciplines using Microsoft Project EPM as their chosen software solution.

Factory interior at Kingspan Insulation
 
 

Establishing the need

 

With informed and impartial information about Microsoft Project EPM scarce in the public domain during early 2006, Kingspan Insulation approached Project Learning to find out more.  Following discussions, the most appropriate (and lowest risk) course of action was to commission a single-day consultancy workshop.  The purpose of this workshop was to introduce EPM concepts and capabilities to Kingspan Insulation’s IT management team and to also determine and quantify the fit of an EPM solution to Kingspan Insulation’s IT team’s needs.  The conclusion reached from this initial day was to progress with an EPM implementation project, with Project Learning as the IT team’s consultancy partner.

Early on in the EPM project it was decided that the preferred approach was for Project Learning to work in partnership with Kingspan Insulation.  The key benefits of this approach meant that they were driving the project as they wished, and at their own pace.  Project Learning would be there to provide advice and guidance, helping Kingspan Insulation to develop a system that suited local working practices and processes and one that would never become a piece of overbearing technology.  Mike Sullivan, the IT Manager at Kingspan Insulation takes up the story… “There is always a danger that you become a hostage to the system that you are using and Kingspan Insulation was clear from the outset that EPM had to deliver functionality that worked with, and not against the business.”

“There is always a danger that you become a hostage to the system that you are using and Kingspan Insulation was clear from the outset that EPM had to deliver functionality that worked with, and not against the business.”

 
 

Delivering the solution

 

With consultancy dates booked for the end of March 2006, a decision was also made to deliver best-practice EPM training for the three IT managers.  It was agreed that this skills enhancement would help them understand in detail what EPM could and could not provide, thus providing an invaluable benefit as key EPM processes and strategies were developed.  With the training and initial consultancy days delivered, the Kingspan Insulation team was then left to work on the 1st cut of the EPM solution, with Project Learning booked in to revisit the project 2 months down the line.

After a 2 month interval, a consultancy session was re-convened.  As the portfolio of projects was reviewed, it soon became clear that the volume of work provisionally planned could not be accomplished without significant additional IT headcount – something that was definitely not within the IT department’s budget.  Mike Sullivan: “Looking at the sheer number of potential projects, it was clear that we needed a straightforward way to prioritise our projects and hence our effort in planning and managing them.”  The IT team decided to adopt a ‘funnel-type’ approach with all potential projects being above the funnel and a selected ‘best few’ projects actually making it through the funnel and then being planned in detail and actually delivered.  This common-sense approach provided the team with the control that they needed, allowing them to focus on projects that were key business requirements as compared to other projects that were nice to have but less important to the business.

To enable the funnel method of project prioritisation, an additional portfolio-wide field was added to the EPM database and an appropriate process developed to enable this level of prioritisation.  EPM processes were adapted and this funnel method became a simple and very effective method of project prioritisation and selection.

“Looking at the sheer number of potential projects, it was clear that we needed a straightforward way to prioritise our projects and hence our effort in planning and managing them.”

 
 
 

Training the user community

 

As most members of the IT team would be using the EPM system, appropriate training would be required, relevant to each team member’s needs.  It was decided early on that a traditional classroom-only approach would be impractical.  This approach would require valuable people be taken away from their normal business duties for too long, thus providing inadequate support for existing business systems and service level agreements.  A more innovative approach would therefore be required.

Mike Sullivan: “What was needed was a way to allow all Kingspan Insulation’s highly IT-savvy team members to learn general Microsoft Project functionality at their own pace. This self-paced learning could then be followed up by fast-track workshops in a classroom environment.”

“What was needed was a way to allow all Kingspan Insulation’s highly IT-savvy team members to learn general Microsoft Project functionality at their own pace…

 

Factory process at Kingspan Insulation

Factory process at Kingspan Insulation

Mike’s requirement was fulfilled by the purchase of several Project Mentor computer-based training (CBT) systems – one per Microsoft Project user.  Following successful Project Mentor usage, each team member would then be ready to attend the EPM workshops.  Again, with time being a key priority, the workshops were organised into half-day sessions with half the team attending AM sessions and the other half attending PM sessions.

Andy Jessop of Project Learning: “Although this approach proved challenging as a tutor, delivering these workshops in half-day tranches proved as effective as they were imaginative. All team members now have the skills and abilities to effectively plan and manage projects in the Kingspan Insulation EPM environment.”

… All team members now have the skills and abilities to effectively plan and manage projects in the Kingspan Insulation EPM environment.”

 
 

Working with the system

 

With the EPM system up and running for several months, Mike Sullivan has time to reflect and plan next steps: “Kingspan Insulation has only just begun to realise the benefits that EPM has delivered as the transition to a PMO takes time but Kingspan is already thinking about the future and how this whole exercise can be expanded to other parts of the business to achieve a true enterprise project planning environment.”

“Kingspan Insulation has only just begun to realise the benefits that EPM has delivered…

 
 
 

Conclusions and lessons learned

 

Over a period of less than 9 months, the IT team at Kingspan Insulation has become significantly more mature in their approach to enterprise project management and their ability to deliver has been greatly enhanced.  Although not without some minor teething troubles along the way, the EPM approach championed by them has garnered interest from around the Kingspan group of companies.  Over the forthcoming months other divisions may well take up EPM themselves, following the lead set by the IT department.

Mike Sullivan: “Working in partnership with recognised EPM experts has been very beneficial for Kingspan Insulation.  The IT team has been able to design and deploy an EPM solution at their own pace, confident that Project Learning has always been there to provide them with necessary guidance, experience and insight.”

“Working in partnership with recognised EPM experts has been very beneficial for Kingspan Insulation. The IT team has been able to design and deploy an EPM solution at their own pace, confident that Project Learning has always been there to provide them with necessary guidance, experience and insight."

 
 
Building utilising Kingspan Insulation products

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