Transcript EPPM - Managementul

Project Portfolio Management (PPM)
Value, Visibility, Agility and Accountability
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
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Agenda
• Introduction to Oracle | Primavera
• Project Portfolio Management for Today’s
Environment
• Driving Value with Primavera Project Portfolio
Management
• Case Studies
• Quick look at P6 version 7
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Oracle Corporate and Primavera
Acquisition Strategy
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Oracle Corporation
Scale
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$22.4B in revenue for FY08
#1 in 40 product or product and industry categories
320,000 customers in 145 countries
20,000 partners
$34B on 50 acquisitions, since 2005
85,000 employees (1 in 3 joined from acquisition)
6 million developers in Oracle online communities
Innovation and Investment
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Over 3,000 products, with over 2,000 patents
$3B Research and Development this year
20,000 developers, running over 300,000 test scripts nightly
6,500 customer-driven enhancements yearly
1 million students supported
7,500 customer support specialists, speaking 27 languages
20,000 implementation consultants
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Middleware
Applications
• OLTP Database
• Application Server
• Data Warehousing
• Analytics
• Data Security
• High Availability
• Information Lifecycle Mgmt
• In-Memory Caching
• Embedded Databases
• Multimedia
• Enterprise Search
• Database Development Tools
• Management Tools
• Database Machine
• Exadata Storage
• Application Grid
• SOA / Application Integration
• Business Process Management
• Business Intelligence
• Content Management
• Identity Management
• Data Integration
• Enterprise Portals
• Collaboration
• Java Development Tools
• Management Tools
• Enterprise Performance Mgmt
• E-Business Suite
• PeopleSoft Enterprise
• Siebel
• JD Edwards
• Primavera Project Management
• G-Log Transportation
• Agile PLM
• GRC
• Industry Applications
Database
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Retail
Banking
Communications
Utilities
Insurance
Public Sector and Tax
Health Sciences
Infrastructure
• Linux Operating System
• Clusterware
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• Storage Mgmt
• Server Virtualization
• Management Tools
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Strategic Rationale for Acquiring
Primavera
• Project Portfolio Management (PPM) drives business
success
• Provides a mission-critical application for some of
Oracle’s key industries
• Combination creates the first, comprehensive
Enterprise Project Portfolio Management solution
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Mission-Critical Application for Key Industries
Engineering &
Construction
• Improve
coordination
and
collaboration
• Avoid and
protect
against
claims
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Public Sector
Utilities,
Oil & Gas
Manufacturing
Aerospace & Defense
• Manage large
programs with
multiple
suppliers and
subcontractors
• Manage shortduration, highintensity
outages and
shutdowns
• Bring the right
products to
market within
market
windows
• Improve
accountability
and enable
regulatory
requirements
• Increase
productivity and
speed of project
delivery
• Collaborate
across the
global supply
chain
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Why Primavera
The Leader in Project Portfolio Management
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25 years as proven leader for project-intensive industries
5,000 global enterprises and 2.5 million users in 85 countries
More than $6 trillion in project value managed with Primavera
Consistently recognized as a leader by industry analysts
Industry-specific business processes
Standard, pre-built integrations with leading ERP vendors
Open standards-based integration with industry applications
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Primavera joins Oracle as Global Business Unit
Enterprise Project Portfolio Management Focus and Expertise
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Oracle’s Primavera Project Portfolio
Management Solution Overview
Delivering Value, Visibility, Agility and Accountability
Daniel Bryett
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Managing in Uncertain Times
Today’s Decisions are Critical
McKinsey Quarterly
Leading Through Uncertainty
December 2008
“The task of business leaders must be to overcome the paralysis that
dooms any organization and to begin shaping the future….Decisions
made in the immediate future are critical, for they will influence how
well organizations manage themselves now and compete over the
longer haul. The winners will be companies that make thoughtful
choices – despite the complexity, confusion, and uncertainty – by
assessing alternative scenarios honestly, considering their
implications, and preparing accordingly.”
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Today’s reality: Multiple lines of businesses
required to deliver results.
DIV 2
R&D
LOB 4
• Conflicting priorities
• Lack of business
LOB 3
Div 2
Div 7
alignment
LOB 5
IT
Div 3
Div 8
Div 6
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Div 1
• No enterprise visibility
• Redundant projects
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Today’s reality: Management processes are
fragmented.
Planning & Execution
$€
£¥
Profitability
• No accountability
• Slow reaction time
• Squandered resources
Strategic
Goals
Monitoring
Performance
• Escalating costs
Cost
Controls
Programs
and Projects
Risk Mitigation
Strategy
Talent Search
Financial
Reporting
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Distributed
Information
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Integrated enterprise
project portfolio
management is the
solution.
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What Do Your Stakeholders Want?
Overcome Key Challenges
Desired Results
Doing the Right Things,
At the Right Time
Accurate and enterprise-wide
visibility
With the Right People
Locate and capitalise on talent
Getting Control
Real-time programme and
project management
Mitigating Risk
Full life-cycle, risk analytics
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Primavera Project Portfolio Management
A Visible Difference: Doing the right things at the right time
Before
After
• Lack timely data into
programme cost, schedule
and risk
• Accurate and enterprise-wide
visibility
• Redundant projects, no
strategic alignment
• Align projects with strategic
objectives & market dynamics
• Inconsistent reporting to
stakeholders
• Common understanding from
single source of information
• Slow reaction to change
• What-if analysis to make
strategic decisions
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Primavera Project Portfolio Management
A Visible Difference: With the right people
Before
After
• Squandered resources
• Score resource at the right
place at the right time
• Lack skills required to
complete work
• Best utilisation of available and
complementary skills –
productivity improvements
• Over allocated resources
• ‘Cut out the fat’ - reallocate
resources onto revenue
delivering tasks
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Primavera Project Portfolio Management
A Visible Difference: Get Control
Before
After
• Inconsistent processes
• Standardised best practices
and project controls
• Rising administrative costs
and overhead
• No insight into failing
projects or potential issues
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• Common tools, process, data
and language
• Early warning indicators to
make informed decisions
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Primavera Project Portfolio Management
A Visible Difference: Mitigate Risk
Before
After
• No insight into likelihood of
completing projects on time
and within budget
• Recognise risk, plan for risk
and develop contingency plans
for success
• Slow reaction time to
changing customer
requirements
• Prioritisation of work to meet
customer requirements
• Consistently meet customer
demands and requirements
• Enterprise risk register to
improve quality and likelihood
of on time delivery
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Primavera Project Portfolio Management
• How to Succeed
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Oracle’s Primavera Project Portfolio
Management Solution
Primavera
• Primavera provides project
management data from a dispersed
field and uses it’s best in class
scheduling engine to provide real
time schedule and forecast
information on;
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CONFIDENTIAL – ORACLE HIGHLY RESTRICTED
Date of Delivery
Cost at Completion
Resource requirements
Contingency required
Earned value
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Oracle’s Primavera Product Offering
• Primavera P6 Enterprise Project Portfolio Management
• An integrated enterprise solution for prioritizing, planning, managing and
executing projects, programmes and portfolios.
• Primavera Risk Analysis
• A full lifecycle risk analytics solution integrating cost and schedule risk
management.
• Primavera Contract Management
• A document management, job cost and project controls solution for
managing subcontractor performance for engineering and construction
projects.
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Project Portfolio Lifecycle
Create
Select
Plan
Execute
Realise
• Capture
projects/ideas to
for analysis
• Collaboratively
build business
case
• Standardise
methods
• Prioritise based
on strategic,
financial, or risk
metrics
• Optimise via
charting, &
resource analysis
• What-if
Scenarios
• Develop and
control Project
Plans
• Assign
Resources
• Baseline portfolio
• Forecast and
manage costs
• optimise or
course-correct if
needed
• Provide visibility
to stakeholders
• Control review
cycle and
• Measure
performance
against plan
• Capture financial
and non-financial
benefits
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
Project Portfolio Lifecycle
Create
• Capture
projects/ideas to
for analysis
• Collaboratively
build business
case Portfolio
• Standardise
methods
Select
• Prioritize based
on strategic,
financial, or risk
metrics
• Optimise via
charting, &
Management
resource analysis
• What-if
Scenarios
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Plan
Execute
Realise
• Develop and
control Project
Plans
• Assign
Resources
• Baseline portfolio
• Forecast and
manage costs
• optimise or
course-correct if
needed
• Provide visibility
to stakeholders
• Control review
cycle and
• Measure
performance
against plan
• Capture financial
and
non-financial
Portfolio
benefits
management
Project Portfolio Lifecycle
Create
Select
Plan
• Capture
projects/ideas to
for analysis
• Collaboratively
build business
case
• Standardise
methods
• Prioritize based
on strategic,
financial, or risk
metrics
• Optimise via
charting, &
resource analysis
• What-if
Scenarios
• Develop and
control Project
Plans
• Assign
Resources
• Baseline portfolio
• Forecast and
manage costs
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
P6
Execute
Realise
• optimize or
course-correct if
needed
• Provide visibility
to stakeholders
• Control review
cycle and
• Measure
performance
against plan
• Capture financial
and non-financial
benefits
PCM
Project Portfolio Lifecycle
Create
• Capture
projects/ideas to
for analysis
• Collaboratively
build business
case Portfolio
• Standardise
methods
Select
• Prioritize based
on strategic,
financial, or risk
metrics
• Optimise via
charting, &
Management
resource analysis
• What-if
Scenarios
Plan
• Develop and
control Project
Plans
• Assign
Resources
• Baseline portfolio
• Forecast and
manage costs
P6
Realise
• optimize or
course-correct if
needed
• Provide visibility
to stakeholders
• Control review
cycle and
• Measure
performance
against plan
• Capture financial
and
non-financial
Portfolio
benefits
PCM
Risk Analysis
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
Execute
management
Project Portfolio Lifecycle
ERD/PA
Create
• Capture
projects/ideas to
for analysis
• Collaboratively
build business
case Portfolio
• Standardise
methods
Select
• Prioritize based
on strategic,
financial, or risk
metrics
• Optimise via
charting, &
Management
resource analysis
• What-if
Scenarios
Plan
• Develop and
control Project
Plans
• Assign
Resources
• Baseline portfolio
• Forecast and
manage costs
P6
Realise
• optimize or
course-correct if
needed
• Provide visibility
to stakeholders
• Control review
cycle and
• Measure
performance
against plan
• Capture financial
and
non-financial
Portfolio
benefits
PCM
Risk Analysis
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
Execute
management
DRIVING VALUE WITH ORACLE’S
PRIMAVERA SOLUTIONS
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
Value, Visibility, Agility and Accountability:
Align Strategy, Execution, Performance
ENTERPRISE PROJECT
PORTFOLIO
MANAGEMENT (EPPM)
Business
Value
PROJECT
PORTFOLIO
MANAGEMENT (PPM)
PROJECT
MANAGEMENT (PM)
RESULTS
Plan and Schedule
Complex Projects
PROJECT CONTROLS
Planners
Project Managers
Project Controls
RESULTS
Programmes
Resource Management
Risk Management
Change Management
Plan and Schedule Key and
Complex Projects
DIVISION/LOB
Planners
Project Managers
Project Controls
Resource Managers
Programme Managers
RESULTS
Strategic Alignment
Talent Management
Cashflow Projections
Performance and Control
Programmes
Resource Management
Risk Management
Change Management
Plan and Schedule All Projects
ENTERPRISEWIDE
Planners
Project Managers
Project Controls
Resource Managers
Programme Managers
Team Members
Executives
Strategy
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All Participants Deserve a Single Version of the Truth;
Oracle’s Enterprise Project Portfolio Management
• Integrate business process and data
with key enterprise systems
• Manage the programme lifecycle
from idea to execution
Align
• Control project costs and financials
Plan
Report
• Forecast cash flow
• Assess risks and develop
contingency plans
Analyze
Execute
Monitor
Copyright ©2009, Oracle. All rights reserved. Oracle Confidential
• Align workforce enterprise goals and
supporting project initiatives
• Collaborate with entire project team
including back office operations,
internal resources, contractors, and
executive management
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Primavera PPM Solutions Relied On By More
Than 5000 Global Enterprises
Engineering &
Construction
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Public Sector
Utilities, Oil &
Gas
Manufacturing
Aerospace & Defense
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PRIMAVERA CASE STUDY
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Optimising Existing Assets: Streamline
Shutdowns and Standardise Processes
COMPANY
The Kuwait National Petroleum Company (KNPC) was established in 1960 and now manages one
of the world’s largest oil complexes, comprising three adjacent refineries that produce more than
850,000 barrels of oil per day.
CHALLENGES
Prior to integration, KNPC had 31 different systems in place to manage maintenance and
turnaround work and the numerous software tools and excessive system customization requests
complicated IT operations
Business practices were not unified and there was limited information sharing, without a
centralised information repository
Needed to manage refinery operations to prevent or limit production losses, while ensuring the
safety of staff and the environment
SOLUTION
Standardised on Primavera for project management and scheduling and integrated with both IBM
Maximo and Oracle Human Capital Management and Financials. Primavera is leveraged across
the enterprise to provide a consistent and accurate planning environment.
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Optimising Existing Assets: Streamline
Shutdowns and Standardise Processes
“From the initial quotes to awarding of contracts and beyond, we
can track all elements of purchasing and payments, as well as the
progress of the work itself.”
Project Management Professional (PMP)
Kuwait National Petroleum Company
BENEFITS
•7% reduction in shutdown duration
•Savings of US$21 million per year, with US$3 million from manpower reduction
•Increased efficiency in procurement cycle; a reduction from 2 months to an
average
of 9 days
•Information flow is both fluid and bi-directional, so start and finish dates can be
calculated based on resource availability
•Eliminated the inefficiencies of the silo approach; with single centralised
database, KNPC can manage global KPIs from any site
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
Quick P6 version 7, Overview
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Topics
• Primavera Web based Project Management
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Improved Activity Gantt
New Calendar and Activity Network View
Web Based Import and Export
Adding Code Values on the Fly
• Other Enhancements
• Activity Field Level Security
• Progress Line
• Improved Content Management Integration
• Business Process Automation
• Eventing
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Primavera Web
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Improved Activity Gantt
New Calendar and Activity Network View
Web Based Import and Export
Adding Code Values on the Fly
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Improved Gantt Chart
• The activity Gantt also provides improved customization of the bar area
for a better graphical representation of the project timeline.
• A third bar can now be displayed on the activity Gantt, along with more
bar definitions, including planned, float, free float, % complete.
• Ability to neck the bars during activity and/or calendar non-work time.
• New option to customize the size of each of the three available bars.
• Customize font and size of bar labels.
• Bars can be colour coded by activity codes.
• Format of non-driving relationships will be a dashed line to identify
between driving and non-driving relationships.
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Improved Gantt Chart
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
New Calendar & Activity Network View
• P6 v7 provides new views into project activities so each role can quickly
and easily see the project information they need. A new calendar view
displays the upcoming project work for each day and week of the month.
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
Web Based Import and Export
• P6 v7 provides web-based capabilities to import and export project
information.
• Export to Primavera XML, MS Project or Excel
• Import from Primavera XML, MS Project to add new activities and/or
update existing activities in the project.
• Import from Excel to add new activities to the project, supporting more
import fields.
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Adding Code Values on the Fly
• Individuals can now add new code values to the dictionary directly in the
assign code value dialog without having to navigate to the activity code
dictionary.
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Progress Line
• A new progress line can be overlaid onto the Gantt chart to graphically
communicate variances in project progress.
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Risk: 3. High Risk
Project: Fly-by-wire Controls
Priority: 3. High
At Completion Total Cost (GBP):
513,353.6
Improved Content Management
Integration
• In addition to JackRabbit, Oracle Universal Content Management
(UCM) and SharePoint can be the content repository for project
documents. Documents can be uploaded through the P6 and stored in
UCM or SharePoint. A new option is available to search documents that
already exist in the content repository system and they can be linked to
projects and activities. Document review workflow will be supported
through the existing capabilities of UCM and SharePoint, but will no
longer be available with JackRabbit.
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
Eventing
• Event enablement is a key component needed for organizations to
create workflows to automate business processes within one system or
across multiple, disparate systems. P6 v7 delivers eventing capabilities,
allowing organizations to create automation within P6 and orchestrate
processes across systems.
Copyright ©2009, Oracle and/or its Affiliates. All rights reserved.
THANK YOU AND NEXT STEPS
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Learn more on your own, or call us to
discuss your business
• Oracle’s EPPM Solutions:
www.oracle.com/applications/projectmanagement.html
• Oracle|Primavera products:
www.oracle.com/applications/primavera
• Partners visit:
www.oracle.com/partners
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