beyond customization increasing user adoption with unifiers functionality - oracle primavera p6...
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Beyond Customization
Prepared by: Cari Stieglitz, PMP Program Director, Faithful+Gould Diana Kennedy Primavera Architect, Faithful+Gould
Increasing User Adoption with Unifier’s Functionality
Session ID#:
Introductions
■ Cari Stieglitz ■ Diana Kennedy
Beyond Customization
■ We are asked to adapt and change with technology at an exponential rate.
Beyond Customization
“According to the experts, the next century looks like an airplane runway that never ends, with the technology careening faster and faster toward an unknown terrain. -Nora Isaacs”
Because the IT industry thrives on rapidly changing technologies. Those who work in IT should embrace change rather than fight it.
Beyond Customization
■ How do you balance the power of the software with the threat of “over-customization”?
Technology Change
■ Primavera Unifier - Enterprise Project Portfolio Management ▪ Highly configurable to “build the tool around the process – not
the process around the tool”
▪ Purpose-built business processes and integrated automation through workflow, alerts and document management
▪ Provide clients with an ongoing, customized solution which melds their evolving line of business with best practice.
Technology Change
■ Process Change ▪ If Unifier is configured on top of bad processes, don’t blame
Unifier. Use Unifier to perform process analytics and to make incremental improvements.
▪ •Unifier is not a silver bullet, but it is a tool to be used on the evolving path to improvement.
“Automating Bad Process Doesn't Make it Effective!” Simon Moffatt on Oct 28, 2009
Technology Change
Business Process Unifier Workflow
Technology Change
Over - Customization
Technology Change
■ Over – Customizing Leads to: ▪ Future restrictions
▪ Confusing processes
▪ “Muda” or wasted time, waiting, and over-processing
Technology Change
Avoid over-customizing by reviewing processes through a “Lean” lens.
Technology Change
■ Translate existing processes into a custom BP with lean form design.
Technology Change
How do I do this?
Technology Change
Technology Change
■ Remember KISS
• Form Numbering • Workflows vs. Multiple BP’s • Choose the right BP type • Remove excess fields • Think about clear formatting • Support LEAN processes • Remove excess workflow steps
Technology Change
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