206610 instantis for the enterprise

An Introduction to Oracle Instantis EnterpriseTrack

ORACLE

PRODUCT

LOGO

Prasad Raje

Vice President of Strategy

Former CEO and Founder, Instantis

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 122

Agenda

Fit Within Primavera Solution Strategy & Vision

Instantis EnterpriseTrack EPPM

Instantis EnterpriseTrack Solution Overview and Drilldown

Market/Thought Leadership & Customer Success


Fit with Primavera Strategy


Types of PPM Use Cases

IT

Earned

Value

ETOManufacturing

RoutineMaintenance

STO

Owner

Capital

Projects

EPC

Contractor

ProcessImprovement

NPD


Oracle Primavera + InstantisInstantis focuses on IT, NPD & Process Improvement

Strategies

Tasks

Work Orders

Portfolios

Resources

Deliverables

Projects

.Instantis

CorporateR & DIT

P6 &

Unifier

Capital Projects Manufacturing Maintenance

Purpose Built for Sweet

SpotInstantis is specifically built to

meet the top-down portfolio

management needs of resource-

driven environments

Cloud EnabledInstantis is built from the ground

up using cloud native technology

Seamless PPMInstantis offers strategy

execution capabilities

seamlessly integrated

with just enough project

execution


Oracle EPPM Strategy and Vision

Phase 1

Niche PPM Leader

Best-in-Class

Capital Projects

Phase 2

EPPM for Asset-Intensive

Industries

Best-in-Class

Capital Projects

Manufacturing

Maintenance

PLATFORMP6

Opportunistic

IT

NPD

Corporate

Phase 4

“Single-Platform” EPPM for

All Major Use Cases

Best-in-Class

All major PPM use cases

ORACLE

Phase 3

“Single-Vendor” EPPM for

All Major Use Cases

Best-in-Class

Capital Projects

Manufacturing

Maintenance

P6

Best-in-Class

IT

NPD

Corporate

INSTANTIS

NOW


Instantis EnterpriseTrack EPPM


What is Oracle Instantis EnterpriseTrack?

Oracle Instantis EnterpriseTrack is the leading cloud-based

Enterprise Project Portfolio Management (EPPM) software used

by IT and business process leaders to improve strategy

execution and financial performance.

We do this by providing an

end-to-end solution to

manage, track, and report on

enterprise...

Resources

Projects

Costs & Benefits

Strategies

Processes

Portfolios


EPPM Challenges

Disparate Project Tracking

System Silos Leads to:

Inconsistent and unreliable data

Difficulty in reporting

Weak executive visibility

Lack of accountability for results

Inability to drive and align projects

with corporate priorities

High TCO

Lean Six Sigma,

Operational Excellence IT PMO

New Product Development

Business Transformation Departmental Projects


Benefits of EPPM Improve strategy execution by

ensuring executive visibility to

project activity and project team

alignment with and

accountability to business

priorities

Optimize resource utilization

across portfolios

Facilitate program execution

and risk management by

tracking programs which

depend on projects that span

multiple business units

Reduce TCO by consolidating

PPM silos


EnterpriseTrack Solution Overview


Product Overview


Demand/Request

s

Project Managers WBS/PMBOK Cost

Idea/VoC/Charter DMAIC//Best Practices BenefitsBelts

Ideas Phase Gates ROIProduct Managers

IT PPM

NewProduct

Dev

Six Sigma

Multi-initiative Capability


Setting the bar for Multi-initiative

Multi-initiative Requirements EnterpriseTrack Competition

Single software instance; not separate installations

Deep specialization & personalization by initiative

Dynamic administration of multiple initiatives in a live system No

Users assigned to/isolated by initiative

Separate System Administrators for each initiative No

Alignment of projects from separate initiatives to Strategies and Processes

No

Cross-initiative dashboards and reporting

Many successful proof points of deployments No


Solution Drilldown


Dashboards & Reporting

Web 2.0+ Listing Page Personalization

Extensive client-side filter

settings, “group by” and Pivot

Composable Dashboards & Reports

Drag and drop gallery of pre-built drillable

components, easy to schedule share and print

Project Managers/Team Portfolio Managers Executives

Excel as Report Writer

Custom executive-defined reports

populated with live server data


PlanStrategies, Applications, Processes…

Drive business transformation and IT project

execution based on business goals and

priorities such as KPIs, balanced scorecards,

Hoshin objectives, etc.

Assign, track, roll-up project performance, cost

and other metrics for IT, process improvement

and other strategic initiatives and programs.

Manage IT like a business by executing IT

portfolio business strategies for applications

(APM), IT infrastructure, services, assets,

vendors and other investments.


SelectIdeas, Requests, Proposals…

Centralize the ideation process

by capturing and filtering IT

project ideas via an on-line

portal

Enforce consistent business

case, project scoping, resource

request and approval

processes and workflows for

simple and complex IT

requests


MobilizeCapacity Management

Optimize resource

deployment via "what if"

scenario planning to

simulate the impact of

shifting, excluding or

adjusting effort of

proposed project plans.

Example “what if” scenario showing “DB

Upgrade” project shifted out two weeks on

top panel and impact on resource heat map

(% utilization) by role on bottom panel.


MobilizeResources

Enhance resource pool

visibility and allocation control

while balancing work demand

and supply.

Overall or rolled-up views of

resource heat map

information can be rendered

that show aggregate planned

versus actual utilization for all

resources.

Example resource heat map

by role

Example planned vs. actual

resource utilization chart


ExecuteProject Plans

Increase project

visibility (status,

issues and

results)

leveraging a

flexible n-level

deep WBS

Example WBS: User-defined columns can be

displayed, reordered and resized on the fly.


ExecuteProject Schedules

An Interactive Gantt

chart allows users to

edit project plan start

and completion dates

and see the impact on

Gantt chart

Or, drag and drop Gantt

bars and column

information will update

automatically.


MeasureFinancial and Non-Financial Metrics

Example project finance summary page

showing tabs for other finance activities

Track plan vs. actuals; top-

down and bottom-up

budgets; and capitalization,

expense and chargebacks in

the same system.

Manage by measuring non-

financial performance

indicators such as defects,

service levels, trouble

tickets, or any other

operational metric of choice.


Collaborate

EnterpriseStream™ is the first and

only purpose-built and “seamless”

collaboration and social networking

capability for PPM practitioners and

stakeholders across the enterprise.

As a result, there is virtually zero effort

to set it up, start collaborating and see

immediate productivity results.

Also, deep configurability and flexible

filter options allow the enterprise to

control and adapt the social stream to

the business culture and allow end

users to personalize their social PPM

experience.


Market/Thought Leadership & Customer


Gartner’s On-Premises & Cloud-Based Analysis


Resource Management Maturity Model (RMMM)

Goal: Define and execute an effective resource management

strategy in resource-constrained environments

What it delivers:

– A framework and common language for communicating

about resource management objectives, issues and outcomes.

– Implications and consequences of operating at a particular

level of resource management and delivers a roadmap and a

guide to help characterize the optimal, aspirational level of

maturity.

– Critical guidance in the PPM software solution selection

process.

Value:

– Resource cost savings, visibility, capacity optimization, best-fit

resource management process

1 2 3 4 5

Five levels of maturity

Seven dimensions

described for each level


Customer Success: IT PPMPublic Sector

OVERVIEW

The Department of Health for a state government in Asia Pacific provides health care services to 2.3 million people and is responsible for implementing an IT project portfolio consisting of over 80 complex IT projects and a $50 million annual budget.

CHALLENGES/OPPORTUNITIES

The previous structure of the department included two PMOs, one

focused on major projects and the other on smaller projects and

operational areas. The two PMOs had separate personnel, practices and

tools.

The challenge was to integrate the two PMOs to a single office and

introduce common tools, methods and systems to deliver a range of PMO

Services for major projects.

RESULTS

Successfully consolidated PMOs into a

single office with EnterpriseTrack.

Ensured the sustainability of the PMO

leveraging expert partner programming

and scheduling services and

EnterpriseTrack project scheduling and

resource management functionality.

Continuing to work with HIN to implement

quarterly quality reviews of the PMO,

provide recommendations and support as

required, and to assist in implementing

process and technology improvements.


Customer Success: New Product DevelopmentChemical Industry

OVERVIEW

This $3B specialty chemicals company’s goal was to leverage a single

platform for PPM starting with NPD and process improvement, moving to M&A

and Analytics projects in order to get better visibility and alignment of strategic

initiatives. Project Success would be defined as higher value projects and

products in a shorter cycle time


Process are not visible and accountability is not clear

“Gate discipline”: rules and definitions not consistently applied

Inability to communicate program results to organization such as standard

metrics and financials in a timely and accurate manner

No easy way to share best practices and perform resource planning and

tracking across NPD and other project portfolios

RESULTS

Primary Benefits Realized: Visibility of

project alignment (or lack thereof!) with

strategic initiatives; easy access to

tools, templates, training; “single

version of truth” for project info, status,

due dates

Next Steps: Establish maintenance

procedure, produce reporting. Evaluate

additional initiatives to expand platform

footprint (e.g., IT and Inter-Enterprise

Projects)

“Instantis provides the ability to align ideas

and in-flight projects and processes with

strategic imperatives and delivers robust

and standardized project selection,

tracking and reporting and resource

management processes.”


Customer Success: Process Improvement

OVERVIEW

Over a decade ago this $30B+ diversified chemical company embarked upon

its Six Sigma journey as part of a broader corporate transformation strategy

aimed at re-inventing itself to compete in an increasingly knowledge-driven

economy.

By 2006, the Six Sigma program generated several billion dollars in savings

and top-line growth but had outgrown the patchwork of 75 systems used to

track and report on program activities and financial benefits


The customer’s challenge was to enable a single, trusted corporate view for

all of its continuous process improvement (CPI) project-related information

and project impact rollups across the enterprise

This implies a single language, architecture, system and set of operational

definitions.

All 5 major business platforms and 23 SBUs, all regions and all business

functions were in play.

RESULTS

~20,000 users in system

managing ~30,000 projects

averaging $300,000 in per

project benefits

In 2010 switched from on-

premise to cloud (all users and

projects and over 1 terabyte of

document content) in less than

one week.

Chemical Industry

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Customer Success: Multi-Initiative PPM

OVERVIEW

$50B+ global pharma company continues to expand the use of

EnterpriseTrack across multiple project portfolio types and initiatives

starting with Lean Six Sigma and New Product Development and now

including CapEx Planning and Regulatory & Compliance.


Meet project demand with existing resources in a multi-initiative

environment by improving utilization rates, increasing effectiveness of

skills/roles assignments and sharpening focus on strategic priorities

RESULTS

Met resource requirements with

existing resources avoiding $5 million

cost associated with hiring an

additional 30-40 engineers.

“The Instantis [resource

management] solution not only saved

us $5 million dollars within months of

the initial deployment, but it gave us

the discipline to focus on the right

things.”

Pharma/Medical Devices Industry

PMO Director

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