Transcript Primavera Unifier Presentation

Primavera Unifier Presentation
UKOUG Primavera 2013
Table of Contents
1.
2.
3.
4.
5.
Introduction
Primavera Unifier Overview and P6
Primavera Unifier Case Study
Enstoa Primavera Unifier Deployment experience
Q&A
7/16/2015
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About us and our partnership with Oracle
Enstoa has been implementing Unifier worldwide since 2007 for capital
project teams in oil & gas, power & utilities, higher education, healthcare,
and real estate industries. Oracle recognized Enstoa’s expertise with
Platinum Partner status in November 2012.
Enstoa’s History with Unifier
Longest standing Unifier implementation
partner in the industry
Healthcare | Higher Education | Oil & Gas | Mining |
Utilities | Infrastructure | Real Estate
Unparalleled Unifier implementation and
enterprise integration experience with
strong client references
Best-in-class management and
executive dashboard and reporting
practice and technology
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What is Primavera Unifier?
•
A cloud-based enterprise Project
Portfolio and Facility Lifecycle
Management solution.
•
Configurable Business Process
Automation & Workflow to drive
business rules, accountability
and visibility.
•
Multi-Level Hierarchies to model
Programs, Portfolios, Facilities
and Assets.
•
Intuitive Interface increases user
productivity and maximizes
adoption.
Best in class Cost Control and
Project Delivery and
Management capabilities.
•
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Oracle Primavera + Skire
Visibility Across the Entire Lifecycle
Prioritize
projects
Capital
planning
Initiate
projects
Project
funding
Manage
and
operate
assets
Plan and
schedule
•
Complete governance over all project phases
from planning and building to operations and
maintenance
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Drives transparency into the entire lifecycle
workflow to provide users with accurate data
to make informed decisions
Automated Processes with Easy-to-Use
Workflows
•
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Cost
controls
Deliver
projects
Change
mgmt
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Developed by industry veterans with focus on
ease of use
Capture key workflows and knowledge to build
best practices across the enterprise and reduce
cycle time
Integrated with Analytics and ERP
Manage
resource
and risk
•
Easily monitor, visualize and adjust plans
according to actual financial forecasts
•
Balance resource capacity with real-time
information
•
Complete integration with Enterprise Resource
Planning (ERP), Human Capital Management
and Financial systems
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Primavera Unifier Solutions and SKUs
Capital Project and Program
Management (CPPM)
•
Best-in-class cloud-based and
on-premise enterprise solution
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Built for the specialized needs
of asset- intensive industries
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Simple to deploy and use, and
proven with large-scale global
enterprises
Primavera Capital Planning
Project Delivery Management
Cost Controls
Facilities and Real Estate
Management (FM/RE)
• Complete visibility to all real
estate properties – owned and
leased
• Facility management tools that
enable enterprises to operate
efficiently
Primavera Facility Management
Primavera Real Estate Management
• Streamlines the process to
shorten operational cycle times
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Unifier Building Blocks
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Capital Project and Program Management (CPPM)
Portfolio Mg
Primavera Project Delivery
Management
Unifier Core Platform
Primavera Capital Planning
Primavera Cost Controls
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Primavera Cost Controls
•
Real-time Cost Worksheets to
manage Budgets, Forecast,
Commits, Change Commits,
Spends, Variances, Trends,
and more.
•
Comprehensive Contracts,
Change Management, SOV,
Invoices and Payment
Applications support.
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Configurable Cost
Management solution allowing
easy support
of unique processes and
cost code structures.
•
Fully integrated with Cost
Business Processes to route,
revise and approve cost
transactions.
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Cost sheet
Budget  Funding  Commitments  Change Mgmt  Spends
Slide 11
Business process automation
Integrate forms with required workflow for process
management
Forms
Workflows
Slide 12
Workflow example (sophisticated)
Slide 13
Primavera Cost Controls
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Advanced Cash Flow and
Earned Value
Management.
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Funding Management at
Company, Project and
Contract levels
(the Colors of money).
•
Multi-currency support
with ability to Peg, Float
and Hedge at the project
level.
•
Powerful Rules Engine to
enforce cost and funding
controls.
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Schedule Sheet
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Critical complement to
Cash Flow
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Automates timephasing of Cost Sheet
information
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With integration, can
pull information from
P6
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Direct import/export to
MS Project
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Primavera Project Delivery Management
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RFIs, Transmittals,
Submittals, Meeting
Minutes, Action
Items,
Communication,
Daily Reports, etc..
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Issue Management
with full traceability
of all related
documents
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Automated Project
Phase Gate controls.
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Schedule
Management that
integrates with P6
and Microsoft
Project.
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Primavera Project Delivery Management
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Online Bidding, Procurement
& Contracts Solution.
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Resource Management to
manage roles, resources,
skills, rates and
assignments.
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Mobile application supported
on all devices –(iPhone,
Android, Blackberry, etc.)
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Comprehensive Audit Logs.
•
Easy to use, yet extremely
powerful enterprise-class
System Administration.
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Oracle Primavera Unifier
DASHBOARDS & REPORTS
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Project Summary Dashboard
Project Delivery Dashboard
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Task Information Dashboard
Cost Controls Dashboard
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Oracle Primavera Unifier
IMPLEMENTATION SUCCESS
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Representative Customers
Institutions with capital programs of over $1 billion have leveraged
Enstoa’s services to significantly enhance their organization’s capabilities
Healthcare
Energy and Resources
Real Estate
Power and Utilities
Infrastructure
Construction
Retail
Higher Education
7/16/2015
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Enstoa History with Unifier
• Longest standing Unifier implementation partner in the industry
• Unparalleled Unifier implementation and enterprise integration experience with strong client
references
• Best-in-class management and executive dashboard and reporting practice and technology
Memorial Sloan-Kettering Cancer Center
Unifier, SmartStream financial system
BG Group
Worldwide implementation & support
Unifier, SAP, P6
Rockefeller Group International
Unifier, PeopleSoft
2007
2008
New York-Presbyterian Hospital
Unifier, Lawson
SABIC
Saudi Arabia
Unifier, SAP
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2009
Pacific Gas & Electric
Unifier, P6, SAP
Winthrop
Unifier, McKesson
Church of LDS
Unifier, PeopleSoft
Tiffany & Co.
Unifier
7-11
Unifier
2010
2011
North Shore LIJ Hospital
Unifier, PeopleSoft`
Ogden Properties NYC
Unifier, JD Edwards
Premier Oil
Unifier, P6, Sun
JP Morgan Chase
Unifier, Oracle
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2012
Aetna
Unifier
2013
Aramco Services
RabighII
Unifier
Avalon Bay
Unifier
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Case Studies
New York
Presbyterian
Hospital
New York, USA
North Shore LIJ
Hospital
New York, USA
Pacific Gas &
Electric
California, USA
Premier Oil
Aberdeen, UK
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10mm SF, $2.8B capital plan, best in class organization
All capex projects in Unifier: Facilities, IT, Biomed
Full enterprise integration with Lawson ERP
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13mm SF, $3B capital plan
Comprehensive supply chain integration
Oracle PeopleSoft enterprise integration underway
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PMO and project management implementation
Turnkey 6-week implementation
P6 and SAP integration
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Aberdeen $700mm project
Turnkey 4-week implementation
P6 and ERP (Sun) integration
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Oracle Primavera Unifier
CASE STUDY
7/16/2015
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Implementation Strategy
90-day Sprint™
Product
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Primavera Cost Controls
SKU
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Cost Management
Cash Flow Management
10 Licenses
• Panoptra™ Reporting
Platform
Engagement
Deliverables
Sprint 0
1 Week
Stakeholder
Workshop
Sprint 1
90 Days
Iterations
i1 – i2
Iterations
i3 – i6
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30 Days
Prototype
PoC
WBS Vision
60 Days
Final Configuration
UAT
Training & Coaching
Data Loading
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Implementation Strategy
Delivered Solution
Proposed Scope
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10 Unifier Business Processes
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Sanction Budget
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Sanction Change
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Sanction Transfer
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AFE Budget
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AFE Change
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AFE Transfer
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Commitments
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Variation Orders
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Trend Register
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Invoices and Payments
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Sun Integration: one way inbound ‘actuals’ data
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P6 Integration: one way outbound of summary
cost data
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Enstoa Integration Engine
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Executive Dashboard; Summary Level Cost Data
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Reporting
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12 Unifier Business Processes
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Sanction Budget
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Sanction Change
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Sanction Transfer
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AFE Budget
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AFE Change
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AFE Transfer
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Commitments
•
Variation Orders
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Trend Register
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Invoices and Payments
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VOWD
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FX Adjustment
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Management of Change
Sun Integration: one way inbound actuals data
P6 Integration: one way outbound of summary cost
data
Maximo Integration; one way inbound commits data
Enstoa Integration Engine
Executive Dashboard; Summary Level Cost Data
Monthly Report Dashboard
Reporting
Phasing Models (Cash Flow)
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Unifier BP’s: Budget
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Unifier BP’s: Commitments & Variations
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Unifier BP’s: Invoices & Payments
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Unifier BP’s: Trend Register
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Unifier BP’s: VOWD
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Unifier BP’s: FX Adjustment
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Phasing Models (Cash Flow Module)
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Reporting: User Defined Reports (UDR’s)
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Dashboards: Panoptra™
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ENSTOA’S PROPRIETARY
PRODUCTS FOR UNIFIER
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Panoptra™ for Unifier
Time Tested Data Model
Enjoy a simple, streamlined star schema with
historical snapshot tables for easy trending-no more
struggling with convoluted SQL statements and data views.
Leverage our years of experience to shave months or years
off of an in-house development initiative.
User-friendly Web App
Map your Unifier business processes to Panoptra’s data model in minutes with our drag-n-drop UI. Panoptra™
for Unifier automatically generates and deploys ETL to download and import Unifier data.
1-Click Deployment
Panoptra™ for Unifier creates and deploys blazing fast ETL packages as scheduled jobs at the click of a button.
The dynamic ETL won’t break when you make changes to your business processes.
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Panoptra™ for Unifier
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Adapters
Building critical business integrations between financial, facilities
and project management systems is a time consuming and risky
endeavor.
Enstoa adapters are designed and configured to handle complex
data transformations precisely to streamline that process.
Adapter Library
SAP®
Oracle JD Edwards®
Oracle PeopleSoft®
Oracle Primavera Contract Manager®
Oracle Primavera P6®
Microsoft Excel®
Microsoft SQL Server®
16 July 2015
Utilizing an Enstoa Adapter will de-risk the
project, collapse deployment timeframes,
and build upon existing business logic to
translate data exchanges between systems
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Adapter sample: Unifier – PeopleSoft
Interfaces
#
Source
Destination
Frequency
1
Project Charter
UP01
Unifier
PeopleSoft
Daily
2
Funded To Date
PU02
PeopleSoft
Unifier
Daily
3
Vendors
PU03
PeopleSoft
Unifier
Daily
4
Vendor Request
UP04
Unifier
PeopleSoft
Daily
5
GMP Contracts
UP05
Unifier
6
Contracts
UP07
Unifier
7
General Invoices
UP08
Unifier
8
Invoices
UP09
Unifier
9
E-Invoices
UP10
Unifier
10
GMP Change Orders
UP10
Unifier
11
Change Orders
UP11
Unifier
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Journal Entries
PU12
PeopleSoft
Unifier
Daily
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Match Exceptions
PU13
PeopleSoft
Unifier
Daily
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Equipment PO’s
PU14
PeopleSoft
Unifier
Daily
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Equipment Vouchers
PU15
PeopleSoft
Unifier
Daily
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Payment Information
PU16
PeopleSoft
Unifier
Daily
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Summary Reconciliation
RE17
Unifier & PeopleSoft
Email
Daily
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PO Detail Reconciliation
RE18
Unifier & PeopleSoft
Email
Weekly
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Invoice Reconciliation
RE19
Unifier & PeopleSoft
Email
Weekly
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Budget Reconciliation
RE20
Unifier & PeopleSoft
Email
Weekly
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PeopleSoft
PeopleSoft
PeopleSoft
PeopleSoft
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Daily
Daily
Daily
Daily
Sample integrations
for Oracle PeopleSoft
PU - originating from
PeopleSoft
UP – originating from
Unifier
RE – Reconciliation /
validation process.
Daily
Daily
Daily
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PCM Converter
1-Click Data Migration to Primavera Unifier from
Primavera Contract Manager
Make a fresh start by migrating your legacy data into Primavera Unifier
with our automated tool. Cleanly extracts data and automatically
populates your Unifier business processes at the click of a button, within
minutes.
User Friendly Web App
Map PCM Modules to your business process in Unifier with our drag and
drop UI, or take advantage of Unifier OOTB templates
Capture all module data
RFIs, submittals, transmittals, daily logs, meeting minutes, costs,
communications; upload everything from PCM.
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METHODOLOGY
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90-day Sprint™
Business Challenge
• Project duration exponentially
increases technical and
stakeholder engagement risk
Maximize value of
IT investments
• We can’t know it all from the start
– requirements emerge
• Investment justifications are hard
to make on big projects
• Misaligned objectives guarantee
failure
Team alignment on
business drivers
• Process overdesign is a common
response to chaos
• User groups don’t embrace the
change and adoption drags
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Enstoa Response
• Sprint 0 workshop is fast and elicits
requirements effectively
• 90-day Sprints are
measurable, manageable, makeable
• Changing business needs require
recalibration points
• Frequent and iterative deployments
of functionality engage users
• Establish interim reference points
defined by prototype reporting
using real client data
• Iterations engage project teams
through active listening
• Reporting-led approach highlights
process inefficiencies, data gaps, or
personnel competency issues
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90-day Sprint™
Sprint 1
Scope
Stakeholder Workshop
Purpose: Define management metrics, pain
points, opportunities
AM
PM
Day 1
Stakeholders
brainstorming
Tech deep
dive
Day 2
Stakeholders
brainstorming
Tech deep
dive
Day 3
Tech session
Prototype
presentation
Initiative
Roadmap
90d Sprint 1
90d Sprint 2
Sprint n
Workshop
Develop
Deploy
Support
WS
Develop
Deploy
Support
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Sample: level of engagement
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Sanction budget workflow and stage gate process – assessment
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Trends register reporting supporting anticipated cost report
Permitting status action reporting
90d Sprint x
Iterations i2-i5
Solution Design & Dev
Design
Deploy
A
i1
i2
Develop
Test
A
i4
i3
i5
Demo
i6
8 hours weekly
1-2 hours each iteration
24-40 hours planning, design
16-24 hours inclusive design session
A
Architectural check-in
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Steering
Committee
24 hours planning, coaching, UAT
16 hours UAT, training
Working
Group
Calibration Session
Sample Performance Items scoped within a “Sprint”
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Function / Business
SME1
Proj
Excl.
SME
SME2
IT / IM
SME3
IT1
IT2
M3
M4
Functional Groups
M1
M2
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Q&A
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