Primavera Unifier Presentation UKOUG Primavera 2013

Primavera Unifier and Enstoa

Technology consulting for better project controls ...Oracle Primavera Unifier PM system ...P6 and financial systems integration ...capital projects reporting Healthcare | Higher Education | Oil & Gas | Mining | Utilities | Infrastructure | Real Estate Confidential please do not copy or redistribute Top 10 Global Companies 2 4/27/2020

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. 4/27/2020 Confidential please do not copy or redistribute 3

What does Unifier manage?

Documents • Planning Documents, Contracts, Estimates, Drawings, Specs, Corporate Standards, etc.

Data • • • Cost – Estimates, Funding, Budgets, Commits, Spends, etc.

Schedule – Milestones, Resources, Dependencies, etc.

Assets – Attributes, Equipment, etc.

Workflow • Funding Requests, RFI’s, Change Orders, Transmittals, Work Orders, etc.

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Business process automation Integrate forms with required workflow for process management Forms Workflows

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Workflow example (sophisticated)

Slide 6

Single Project Dashboard Key Schedule Information Standard or User Definable Dashboards

Logs

Critical Cost Data

All Project Tasks - Workflow Driven and User Created Project Task Log Common User-Interface Conventions Bold = New Red = Late

Cost sheet Budget

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Funding

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Commitments

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Change Mgmt

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Spends

Slide 9

Project gates & schedule

Gates & their associated required conditions can be specified for each project individually, or as part of overall project template used to create projects 4/27/2020 Confidential please do not copy or redistribute 10

Document Management System “Check In / Check Out” “Lock” Files

* Skire, Inc. Confidential*

Project Summary Dashboard Task Information Dashboard Project Delivery Dashboard Cost Controls Dashboard 4/27/2020 Confidential please do not copy or redistribute 12

Oracle Primavera Unifier

CASE STUDY

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Implementation Strategy Product

• Primavera Cost Controls SKU • • • Cost Management Cash Flow Management 10 Licenses • Panoptra™ Reporting Platform

90-day Sprint™

Sprint 0 Sprint 1 Iterations i1 – i2 Engagement 1 Week 90 Days 30 Days Iterations i3 – i6 60 Days Deliverables Stakeholder Workshop Prototype PoC WBS Vision Final Configuration UAT Training & Coaching Data Loading 4/27/2020 Confidential please do not copy or redistribute 14

Implementation Strategy

• • • • • • Proposed Scope 10 Unifier Business Processes • • • • • • Sanction Budget Sanction Change Sanction Transfer AFE Budget AFE Change AFE Transfer • • • • Commitments Variation Orders Trend Register Invoices and Payments Sun Integration: one way inbound ‘actuals’ data P6 Integration: one way outbound of summary VOWD Enstoa Integration Engine Executive Dashboard; Summary Level Cost Data Reporting 4/27/2020 • • • • • • • • • Delivered Solution 12 Unifier Business Processes • • • • • • • • • • • • • Sanction Budget Sanction Change Sanction Transfer AFE Budget AFE Change AFE Transfer Commitments Variation Orders Trend Register Invoices and Payments VOWD FX Adjustment 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) Confidential please do not copy or redistribute 15

Put-Reporting-First: Monthly Cost Report

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ENSTOA PROPRIETARY PRODUCTS FOR UNIFIER

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Panoptra™ 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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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 ® Utilizing an Enstoa Adapter will de-risk the project, collapse deployment timeframes, and build upon existing business logic to translate data exchanges between systems 27 April 2020 Confidential please do not copy or redistribute 20

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. 4/27/2020 Confidential please do not copy or redistribute 21

METHODOLOGY

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90-day Sprint™

Business Challenge Maximize value of investments • Project duration exponentially technical and stakeholder risk • We can’t know it all from the requirements emerge • Investment justifications are make on big projects Enstoa Response • Sprint 0 workshop is fast and requirements effectively • 90-day Sprints are measurable, manageable, makeable • Changing business needs require recalibration points • Frequent and iterative functionality engage users Team alignment on business drivers • Misaligned objectives guarantee • Process overdesign is a common response to chaos • User groups don’t embrace the and adoption drags • Establish interim reference points by prototype reporting using real data • Iterations engage project teams active listening • Reporting-led approach highlights process inefficiencies, data gaps, personnel competency issues 4/27/2020 Confidential please do not copy or redistribute 23

90-day Sprint™

Stakeholder Workshop Purpose: Define management metrics, pain points, opportunities Day 1 Day 2 Day 3 AM Stakeholders brainstorming Stakeholders brainstorming Tech session PM Tech deep dive Tech deep dive Prototype presentation

Initiative Roadmap

Sprint 1 Scope Workshop

90d Sprint 1

Develop

90d Sprint 2

Deploy WS Support Develop

Sprint n

Deploy Support 4/27/2020 Confidential please do not copy or redistribute 24

27 April 2020

Please contact us for more information: www.enstoa.com/unifier Lara Pizzato

Marketing – EMEA +44 7502456571 [email protected]

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