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Use Technology to Your Advantage
Dec 19,2006 00:00
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Purpose And ScopeTechnical PurposeThe technical purpose of a technology-based tool is to make the underlying method more efficient and effective. As an example, e-mail automates some simple communications by substituting for fax machines. The underlying method is communications. A second technical purpose is that the technology be simple to use around the world. It often does not help if the technology is only available in one country for an international project. Going into a related subject, the technology must be supported in the countries in which it is used. As an example, suppose that you were using a new mobile communications device that worked in Europe or Japan, but did not function in North America due to different communications protocols. Figure 6.1 presents a checklist for evaluating new technologies. A basic question to answer is always:
Addressing this question helps you sort out whether you are looking at a technology in search of a problem or a technology that has real use. Business PurposeThe business purpose is that the use of the technology product will make the project leaders, managers, and team members more useful and productive. Hopefully, they will then spend less time in administrative work and more time doing technical or management work. Another business goal is that through the use of a common set of technologybased tools and methods, you can achieve greater standardization. This has a benefit similar to that of templates cited earlier. In fact, templates, issues, and lessons learned cry out for technology-supported tools. It is difficult to imagine how these could be easily employed in a manual mode. Political PurposeOne potential political purpose is to show the outside world that you are on top of the technology. This can be a useful point when you are competing for a contract. The technology shows to people that you are really organized. However, if the technology is not well organized, your firm can look like a fool. An internal political purpose is to show the employees that
you take the methods seriously enough that you are willing to invest in
technology-based products to support the methods. This can help get people
behind the use of the technology. End ProductsThe overall end product is to identify and implement a complete and interrelated set of technologies that will support the project management method and approach you are following. This says that the whole is greater than the sum of the individual technologies. For each technology the end product is a working tool that supports the established and accepted method and that can be measured in terms of benefits and use. The technology must be supported and stable; you can’t afford to invest in something that is too new or that can fail at critical times. ApproachDefine Your Needs For TechnologyYou can first identify your needs in international projects for technologies. To do this you first make a list of what you do in managing projects and the work involved. Make this list the first column in a table. The second column contains entries for what you do now to perform the functions in the first column. In the third column go the issues and problems with the current approach. New technologies of potential interest go in the fourth column. The last, or fifth, column contains statements of how the new technology resolves the issues and problems of the third column. An example is given in Fig. 6.2. Use this as a starting point for your own table. There are several benefits to this table. First, you show managers that you are organized. Second, the table can help identify areas where you really do need to investigate new technology. A third benefit is that it helps you narrow the focus in searching for technology. That is, you can largely ignore technologies that do not fit in any row of the table. Where can you find out about new technologies? Check out the magazines and sources in the References appendix. What are you looking for? Articles that describe how a firm used the technology in its projects and what the benefits and lessons learned were. You can also visit vendor Web sites to see if there are new versions coming out. Now let’s now consider a range of specific technologies that are useful in project management. Specific guidelines will be provided for using the technology effectively. Guidelines For Communications And NetworkingInternational project management is about global communications and networking. You need to be in touch with people in the various locations in which project work is being performed. These statements are obvious. Now look behind the lines at the fine print of requirements. Do you need extremely rapid communications? Sometimes. An example might be videoconferencing. But you don’t require it all of the time. So you don’t want to pay for capabilities that you will rarely use. It is better to rent or use someone else’s facilities. Does the technology always have to be available? For some things such as defense or banking operations it does. For standard projects this is not necessary. Let’s consider an example. One of us managed a project using programmers in India. The location in India had very poor communications. Internet speeds were pathetic, but the Internet was available. How could the programmers be managed and the program code and programs reviewed? The solution was to sometimes use a delivery service for large files. At other times if someone was going to a city that had rapid Internet speeds, they took files with them and transmitted them. At other times for limited e-mail and other documents, the files could be compressed or zipped and then transmitted. The approach worked fine. This is an example of learning to live with what you have available. A basic guideline is:
Not only is this guideline useful, but you have to consider the overall cost of the technology. Figure 6.3 gives a list of cost factors to consider. Note in this table the phrase “supporting technologies.” Most technologies do not come in alone. They require some technological infrastructure or related products. Vendors push this since they want to sell you a range of products. How do you use communications and networks in project management? Consider creating a table such as that in Fig. 6.4. Here are some guidelines for communications and networking.
Guidelines For Software ToolsProject management relies on a variety of software tools that run on top of the networks. These include e-mail, electronic forms, groupware, database management, videoconferencing, and project management software. Before plunging into each category for specific guidelines, it is useful to review some basic rules first.
For any software tool that you have or that you select, there will be a substantial effort needed to have the software tool usefully and consistently employed. Notice the word consistent. If you deploy any software tool in a variety of locations, you have to assume that people will tend to use it in different and inconsistent ways. The only way that you can discourage this is to provide guidance at the start of the use of the tool so that the people see consistency in their self-interest. Figure 6.5 describes the actions needed to successfully implement a software tool. As you can see from the effort behind the items in the list, you should embark upon a new software tool with trepidation. You can employ Fig. 6.6 as a table to summarize your use of software tools. You should prepare this table and review it with all locations and any vendors or consultants that you are employing. The table is also useful as a handy reference by employees to show them that there is an organized approach. Having the table can discourage people from going out on their own to find tools that duplicate the functions that you already have. The columns are described as follows:
Information SharingWhen you think of information sharing, you might think of fax machines, telephone, e-mail, and similar tools. The most popular of these is obviously e-mail next to the telephone. It is amazing that people are taught how to use an e-mail system, but are not provided with any guidelines on effective use. Instead, they are taught a hundred specific actions in using the software. This is the difference between training in the software tool and training in the method of how best to use it. Here are some specific guidelines for using e-mail in international projects:
Now let’s prioritize communications and information sharing for international projects.
Avoid leaving messages with an intermediary since the message can be garbled or not delivered. This is especially valid when you call overseas. Another guideline is to use telephone cards for international projects. This is one of our favorite methods of saving money in a project. At the project kickoff we distribute telephone cards to everyone on the team. The telephone cards should be rechargeable using a credit card so that people don’t have to keep running around for new cards. You will have to consider getting different cards for each country since the normal card allows you to call out from one country and back into that country. The telephone card approach also allows them to use the card to make personal calls back home—very important for morale! Project Management SoftwareThe most popular PC-based project management software is Microsoft Project. However, the guidelines that will be provided here apply to similar software from other vendors. Some specific guidelines are given in Fig. 6.7. You can find more detailed guidelines in the book, Breakthrough Technology Project Management, second ed., by the same authors. There are some basic problems with most of the existing project management software packages. First, they were initially designed for use by single users. Hooks have been provided for collaboration, but at the heart they are still single-user-oriented systems. Project management in modern international projects is a collaborative widespread activity. Thus, the most suitable project management tools would be based on the Internet and would employ a Web browser. A second problem is that the existing software allows either total read-only or read–write access at the file level. If you are going to do collaborative project management, team members have to update their own individual tasks within the project plan. Therefore, they require write access to only specific tasks. A third disadvantage is that many of the software tools have excessive features. Some of the features that should be discouraged are:
As a rule of thumb, it is recommended that you will end up using about 10–15% of the software. But it is a useful percentage. If the percentage is so low, why use the tool? Politics. There is nothing like a GANTT chart in which you have highlighted the tasks with issues and risk in a different color. This will give you support and put pressure on management to resolve issues. All that aside, a key benefit of project management software is that you can customize the data elements in the software. After all, behind the project management software is a database. Another benefit is that you can customize the views and form as well as database queries or filters for the project data. Collaborative ToolsGroupware is an excellent category of software for project management. Lotus Notes is probably the best known and most widely used software in this category. Groupware allows you to organize folders in the project. Groupware also allows you to establish a folder for each specific issue or lesson learned. This is much easier in managing, dealing with, and tracking issues than e-mail. Let’s give two examples of successful use. A firm that is involved in launching satellites into space had many difficulties in sharing information between the remote satellite launch site and home offices. Groupware was implemented. The benefits were immediately felt. Lessons learned and issues were available on-line at any time. Project plans were immediately available and could be viewed anywhere in the world. The groupware provided the structure for useful collaboration. The second example had the same benefits for the deployment of new banking products in South America. Use The Internet And WebObviously, most of the team members are already well versed in using the Web and Internet. How can you employ this technology for international projects? The first way is for e-mail and was discussed earlier. Another use of the Web is to explore literature and magazines for project management lessons learned and issues (see the References listed in Appendix 3). You can also use the Internet to view the Web sites of vendors and products that apply to the project. Another application is to check up on what competitors are doing and what they see as important. How Technology Creates Benefits And ProblemsTechnology can provide many benefits if you believe the specific vendor claims. Stripping off the claims, let’s get down to reality. Here are some of the benefits that have been experienced in projects from using technology and in particular software tools. Note that getting these benefits assumes that you have followed the actions in Fig. 6.5.
A number of problems have already been identified with tools and technology. Here let’s examine the following list:
To put it all together, Fig. 6.8 provides a score card for your use. We suggest that you apply this to your current software tools. Figure 6.8: Score Card for Technology and Tools ExamplesSambac EnergyEach company that participated in Sambac had their own technologies and tools. In most cases, the two firms had (by chance) chosen the same tools. However, the e-mail systems were different. This created many problems in interfaces. Custom interfaces were created by each company to share the e-mail messages. It was not effective since the software changed with new versions. In this difficult situation, the approach was taken at Sambac to use Yahoo Mail. Yahoo is one of the most widely used free e-mail systems. This worked out quite well. Even today, the same solution is being used. The internal politics and bickering were avoided. Whitmore BankWhitmore deployed new offices into a region. Each office had its own unique issues. However, with the use of templates, issues, and lessons learned in groupware, the implementation period was reduced by 30% as later offices learned from experiences of the earlier offices. Lessons Learned
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