Implementation & Roll-out CREATING A BETTER CONTROL & VISIBILITY OF A PROJECT PORTFOLIO Phil Howe October 2015

© 2015 by Honeywell International Inc. All rights reserved. 32 Years with in the Controls industry for Commercial Buildings 32 Years with Honeywell In last 10 years have been part of the Project Operations Function and involved in the managing many large projects e.g. Terminal 5, Wembley Stadium and Olympic Games Broad knowledge of policies, systems and processes within Honeywell and external controls e.g. SOX Hobbies are comedy, films, music and tracing my family history Who am I ?

© 2015 by Honeywell International Inc. All rights reserved.

A lot of travelling, communications and projects … Are Worldwide Honeywell Building Solutions

© 2015 by Honeywell International Inc. All rights reserved. The Problem Lots of systems … Lots of Duplication of entry Excel Spreadsheets Sources of information Possibilities for misinterpretation / error Missed opportunities to “see” early warnings Time taken to update systems and report, rather than work on the project Costs associated with maintaining those systems

© 2015 by Honeywell International Inc. All rights reserved. The Problem Monitoring & Control PlanningInitiationExecution Closeout Whatever solution we found … It must Be configurable to our methodology Minimise changes required to user processes Be easy-to-use – so that it doesn’t “scare-off” the user Provide simple, configurable reporting Easy to deploy - intuitive

© 2015 by Honeywell International Inc. All rights reserved. The Problem Financial Control is important … It must Show Planned vs. Actual clearly Provide early warning of Overspend (and underspend) Integrate to SAP – real-time cost information Provide visibility of spend in the future (cashflow)

© 2015 by Honeywell International Inc. All rights reserved. The Problem Document Storage is critical … It must Store common project documentation – e.g. Contractual Documents Be able to integrate forms, templates and common project lists Integrate to SharePoint Eliminate team members storing documents on laptops, network drives etc.

© 2015 by Honeywell International Inc. All rights reserved. The Problem Resource/Capacity Management critical … It must Show workloads (individuals and groups) and critical over-resourcing Identify where capacity exists and where extra projects can be handled Identify Capacity issues – especially in planning stage Increase capacity – through less time on information processing Enable Global Engineering

3. Resource/Capacity Management Who can do what, when 2. Too Many Systems Consolidation, eliminate double-entry, one source of truth 1. Deviation - overspend Current visibility was not providing the necessary early warning. The Problem – in Summary

© 2015 by Honeywell International Inc. All rights reserved. We looked for 5 things Experience UX Design Ability to configure Ability to integrate Future Functionality We evaluated over 30 systems with the above criteria, held a number of workshops. Looked at internal stakeholder requirements. Carried out Proof Of Concept designs with 3 systems and made a final selection in May The Selection process

© 2015 by Honeywell International Inc. All rights reserved. Project Timeline – Phased deployment Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Phase 1 Rollout Complete Tollgate Phase 2 Roll Out Complete Tollgate Phase 3 & 4 Roll Out Complete Tollgate Phase 1 deployment Phase 2 deployment To implement:  Language capability  Rest of items not prioritised in phase 1 to enable full Project Manager’s use of ProjectVision  Templates digitised in tool with automated workflows as appropriate.  System prompts and workflows to guide the User to the urgent and outstanding actions  Business Intelligence reporting and dashboards  Change order management, approvals workflow  Project planning. scheduling  More preconfigured reports  Customer Satisfaction (surveys)  Senior manager landing page Phase 2 Implementation of EAC process  GEAT (Global Estimating Adjustment Tool) including EAC (Estimate at completion) process  Associated preconfigured report s Phase 3 Implementation of:  Project forecasting to replace the current forecasting processes  Service contract management & forecasting  SIOP (Strategic Inventory and Operations planning) and revenue forecast output  Resource Planning  Associated preconfigured reports Phase 4 Phase deployment One stop shop for three key Honeywell processes For all category projects in the Project and Service LOB to cover three key processes:  Bid Risk Review (and the 6 associated documents used in that review)  Project Review (and the 4 associated key documents  Risk and Opportunity including contingency management  This Phase will also include:  GCAT (Global Category Assessment Tool)  4Blocker, 9Blocker and Global dashboard.  Document Storage Phase 1

© 2015 by Honeywell International Inc. All rights reserved. The Solution – Systems Reduced

© 2015 by Honeywell International Inc. All rights reserved. Future Vision – the desired result Platform for driving Projects business, Incorporating PM methodology, key policies & procedures Single tool for Project Managers to manage the execution of their project portfolio with single data entry, better visibility and control

© 2015 by Honeywell International Inc. All rights reserved. Benefits / Effect Insert Text Here -Secondary Bullet  Tertiary Bullet Smarter, Faster, Better Visibility and Retention of project data 15 Earlier support of projects in trouble resulting in reduced deviation Objective early indications / views of potential project loss of control and deviation causing issues All available data for strong commercial positions providing reduction and defence in dispute resolution Storage of project contract documents e.g. correspondence, change requests Enhanced resource planning and enabling SIOP Resource management planning / capacity management and enabling the new Engineering Organisation Better forecast accuracy and enabling SIOP and capacity planning Enable integrated forecasting of the backlog / Enable front-log forecasting and “what-if” scenarios Standard compliance reporting, enabling quality control of projects and robust auditing Implementation of Policy rules and easier audit trail and recording of Policies Compliance Easier top down / bottom up view of Projects business Control and visibility (real time) of projects that can be rolled up to district / region and pole Realisation of training investment and implementation of the Major Projects approach Enable best PM methodology and practice to be used to run our projects including the Major Projects requirements Lower preliminary costs aiding growth through lower cost to serve More efficient project management reducing internal costs, standard reporting Project Management efficiency Reduction of number of different disparate tools used by PMs Identification of post award savings linked to projects with auditable management Post Award Savings within the tool enabling clear linkage to relevant projects and answering “where it was used”

© 2015 by Honeywell International Inc. All rights reserved. Value / Impact by Role 16 Bid Managers/ Sales Leaders Project Managers/ Supervisors District Operations Leaders Use toolset for Bid Risk Review Policy items Single place to store Opportunity/ Bid documents that are related to or have an impact on the future execution of the project. Makes Sales-to-Projects handovers much easier. Use toolset for day-to-day running of his/her projects Single place to store project data Use toolset to generate the project schedule. All Project Reviews will be handled using toolset rather than by creating separate Powerpoint presentations. Toolset will guide through the project life cycle (incorporation of key project processes) Use toolset for day-to-day visibility of project portfolio Ability to track process/ policy compliance in a single tool Use toolset to “run” project reviews with their project managers/supervisors

© 2015 by Honeywell International Inc. All rights reserved. Value / Impact by Role 17 Project Engineers/ Technicians Regional/ Enterprise Operations Leaders HBS Senior Leadership Use toolset tool to update status of their task in the project plan when completed. Use toolset for day-to-day visibility of project portfolio for the area of their responsibility Single place to view project data Early flagging of projects in trouble/ deviation reduction Ability to track process/ policy compliance in a single tool Use toolset to “run” project reviews with their project managers/supervisors Use toolset for day-to-day visibility of full HBS project portfolio Early flagging of projects in trouble – deviation control. Quarterly Large Project Reviews will in be done from the PV tool – no PowerPoint slide generation.

© 2015 by Honeywell International Inc. All rights reserved. Training & Deployment Timeline Deployment Leaders/ System Administrators training: -4 sessions globally – weeks of October 12 th & 19 th:  w/c 12th of October: Amsterdam (for Europe & HGR) & HongKong (for AP – India/SEA/HK &Taiwan)  w/c 19th of October: Morristown, USA (for Americas) & Melbourne (for AP- Australia and New Zealand) -4 days training for deployment leaders + 1 extra day for System administrator -Following training deployment leaders will start training PMs in their own district by the end of October. November: Start of full training & deployment -Being broken down in sessions spread over the week if necessary. Post- deployment follow-up: -Weekly “Project Vision helpline sessions” hosted by ProjectVision Core team members in each Enterprise. -District follow-up sessions led by assigned deployment leaders 18

© 2015 by Honeywell International Inc. All rights reserved. Global Level Communications: Started -Regular Global BDW updates – 1 slide -Project ops quarterly town hall meeting calls (Project Sponsor) -Functional updates (IT, Sales, Finance) Leadership teams communications: September -Enterprise level - (Europe & HGR) / (APAC) / (Americas) -Regional levels – (Europe & HGR) / (APAC) / (Americas) District Kick off Communications: End September start -District Leadership teams - Assigned Deployment Leader w/ support from PC Enterprise deployment leader -Local works council – DPML/DGM + Local HR leader -District project ops teams – Assigned deployment leader + DPML Standard presentation decks available for presenters. Communications & Change Mgt

Need to ask any more questions? Please come and chat at the Cora Systems Phil Howe Honeywell Thank you !

© 2015 by Honeywell International Inc. All rights reserved. PM Landing Page

© 2015 by Honeywell International Inc. All rights reserved. Customisable Dashboards

© 2015 by Honeywell International Inc. All rights reserved. Project Planning Page

© 2015 by Honeywell International Inc. All rights reserved. Sales Handover Page Example

© 2015 by Honeywell International Inc. All rights reserved. Project Details page 25

© 2015 by Honeywell International Inc. All rights reserved. Global Categorisation in PV 26

© 2015 by Honeywell International Inc. All rights reserved. Project Risk Matrix