Success stories

Sorgenia

Sector: Energy | Location: Italy

Products: Omnia BPM

Challenge

Project Management relied on manual, cumbersome processes, with light planning and control on costs and execution time.

Budget Control was not easy: a lot of manual operations when the reports had to be presented.

Solution

• Project & Portfolio Management
  • Deployed Omnia BPM – PPM Smart Application;
  • Reengineering of the project portfolio management process, Project financial planning;
  • Execution of complex, multidisciplinary processes with third parties involvement;
  • Orchestration of part of the process managed in the ERP to engage external suppliers and control work activities to activate invoice management.
• Budget Control
  • Deployed Omnia BPM – Financial Management Smart Application;
  • Definition, management and control of the budget lifecycle (Annual Budget, Revisions, Deltas);
  • Accurate management of budget consumption by individual project;
  • Management of expenditure forecasts and authorization of deviations;
  • Budget Classification.

Results

• Project & Portfolio Management
  • All IT projects and related costs are under control;
  • External suppliers and their work activities are engaged and controlled through the application;
  • The planning process enables portfolio analysis and supports decisions on which projects to activate;
  • Multiple approval gates management to enable project proposal revision, approval and cost control.
  • Purchase order issuing and invoice authorization based on costs previously approved;
  • First phase operational (without any integration with ERP systems) in less than 3 weeks.
• Budget Control
  • It is possible to define the annual budget and divide it by individual projects/espense nature;
  • Each project budget is compared with the estimated costs and the actual costs;
  • More budget reviews are possible during the year;
  • Each budget review is subject to a specific approval process: after budget consolidation, it is possible to manage delta budgets, with an approval process;
  • Operational in less than 3 weeks;
  • Old manual processes are now automated, and correctly managed;
  • Budget is under control, with a proactive support by the system;
  • A clear visibility of budget consumption by the projects enables a more efficient usage of financial resources.