1- The PPT Wheels:

The PPT Wheels (Figure 4.b) are the backbone of Holistika7TM and must be identified during the foundation phase. They are defined as combination of the following pillars:

  • P” for People,
  • P” for Process,
  • T” for Tools, Technology and Targets mainly, although other components can be included under this pillar, such as: Techniques, Training, Transactions, Timing/Time, Team, Test Scripts and Templates.

A Business Process and the components related to People, Tools, Technology and Targets, that are required to efficiently execute each step within that Business Process, define a PPT Wheel and interpret the rotational forces that will make the wheel move forward. The better these forces are aligned, the easier it will be for you to rotate and push your wheel forward. As per the vector laws of addition, if these forces start pointing in opposite directions, they might end up slowing down or stopping your wheel, or even worse, making it move backwards. Integration is the key to keep these variables synchronized and in harmony.

2 – The PPT Sheets:

PPT sheet 2The PPT Sheetsare the tool and the mechanism to track, control and monitor progress of a PPT Wheel that will be implemented or improved. The execution and completion of the activities are also verified in relation to the Green and Business Excellence targets that have been defined during the Foundation Phase.

As an example, suppose you are trying to implement and improve an Order-to-Cash (O2C) process as part of the scope in an ERP implementation or in the continuous improvement process of an ERP solution that has already gone live. The O2C process and the components related to People, Tools, Technology and Targets are then integrated and defined as the “O2C PPT Wheel”. The corresponding PPT Sheet of that O2C PPT Wheel will be composed of all steps related to that process along with the information tied to the PPT pillars and the targets determined for each phase of the implementation or improvement of this O2C process.

3 – The Dimensional Issues Log (DIL):

A new dimension is added to the classic issues log to help identify if the issues can impact any of the Business & Green Excellence targets, or if they can be managed within the boundaries of the PPT Wheels without directly interfering with the levels of excellence established or being pursued. Notice that the same concept may be applied to Risk Register, Change Request Log, Defect Log, among others.

  • Rotational Issue – It is defined as an issue that slows down or stops the Business Process associated with a PPT Wheel.
  • Gravitational Issue – It is defined as an issue that impacts a given KPI related to the either your Business Excellence & Green Excellence targets.

4 – Scorecards and Tracking Mechanisms

Visualization of performance and status is a strong characteristic of the H7 Framework and here is some of the additional tracking mechanisms suggested:

  • PPT Wheels Portfolio (Portfolio): It gives you a Project Portfolio Management view around your PPT Wheels and highlights the yellow and red flags across their PPT components.
  • Business Excellence Scorecard (BES), Green Excellence Scorecard (GES) and Team Performance Scorecard (TPS) are also artifacts used to improve visualization around activities and KPIs.

PPT portfolio

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