Download - Oracle Instantis Product Overview Final
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INSTANTIS ENTEPRISETRACK Overview
Poornima SethuramanSolutions EngineerIndustry Solutions Engineering
JUNE 13, 2016
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Agenda
Product Description
Key Features and Functions
Module Review
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Objectives
1. Describe Oracle Instantis and where the it fits into Oracle's product lines and Pillars
2. Identify Key Technology Differentiators
3. Defining Instantis Project Life Cycle
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Objective 1:Introducing Oracle Instantis
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Instantis has a Complete Solution Automated PPT storyboard reports User Compose able dashboards Integrated Solution Modules
– Strategy Manager– Process Manager– Survey/ VoC Manager
Dynamic ad-hoc reporting, Pivot tables and group by on the fly
Purpose-Built and Seamless Social PPM: EnterpriseStream
Mobile App for phones and tablets
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Instantis is EASY
Easy to deploy Fast deployments on-premise or on-demand at your site or the Instantis carrier-grade data center. You will be up and running in days not months.
Easy to use For all types of users. Leveraging a streamlined corporate configuration coupled with end user controlled personalization technology, you control the look and functionality using the most robust out-of-box configuration options in the industry.
Easy to afford A set of flexible pricing options gets you started quickly and economically while on-going support and maintenance ensures rapid ROI (typically less than 6 months) and minimal TCO compared to other solutions.
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Oracle Primavera + InstantisDelivers Industry Leading Solution for IT, NPD & LSS
Purpose BuiltBuilt to meet needs of top-down & resource driven environments
Cloud EnabledBuilt from ground up using cloud native technology
Seamless PPMTop-down portfolio capabilities -seamlessly integrated with just enough project execution
.
P6 & Unifier
Strategies
TasksWork Orders
PortfoliosResources
DeliverablesProjects
Instantis
Corporate Capital ProjectsR & D IT Manufacturing Maintenance
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IT
NPD
ManufacturingETO
OwnerCapital Projects
FM/RE
EPCContractor
RoutineMaintenance
ProcessImprovement / LSS
EVM
Shutdown /Turnaround /
Outage
InstallationServices
Delivering on Vision of #1 Multi-Initiative Solution
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Multi-Initiative This is a critical differentiator, Instantis can provide a solution that will
support 2 or more Project Portfolios in different business areas in a single solution yet give a best of breed configuration for each, these include:– Business Process Improvement (Lean/Six Sigma Process Improvement)– New Product Development– IT/IS/ICT– M&A– Marketing– Other
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Multi-Initiative PPM Gain Cultural Acceptability in Multiple PPM Environments
Simultaneously
Demand/Requests
Project Managers
WBS/PMBOK Cost
Idea/VoC/Charter
DMAIC//Best Practices BenefitsBelts
Ideas Phase Gates ROIProduct Managers
IT PPM
NewProduc
t Dev
Six Sigm
a
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Top-Down vs. Bottom-Up Instantis is a Top-Down solution concentrating on the business
(financial) impact of the project portfolio, which senior managers understand the value but driving project mainly at a milestone or phase level.
Instantis is strong on Strategic, Financial and Portfolio visibility. Ease of use, ease of deployment and alignment to strategic objectives that are important to senior management
Instantis provide deeper project scheduling capability but it is not our core capability.
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Advantages with Instantis
Quick to Deploy
Quick ROI
Easy
to
Adm
inis
ter Easy to U
seMulti-Initiative PPM
NPD Lean Six Sigma
IT PPM
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Objective 1: Summary Instantis is a Complete Lifecycle Solution Oracle Primavera + Instantis
• Purpose Built• Cloud Enabled• Seamless PPM
Focus on IT PPM, NPD, and Process Improvement
Multi Initiative EPPM Support Quick to Deploy Easy to Administer Easy to Use Mobile Enabled Quick ROI
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Objective 2:Technology Differentiators
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Project Portfolio Management Lifecycle
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PLAN
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Plan: Alignment
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.
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What-If Scenario Planning
Optimize resource deployment
Simulate impact of shifting, excluding or adjusting effort of proposed project plans.
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SELECT
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Select: Ideas, Requests, Proposals
Centralize ideation process
Capture / filter IT project ideas via an on-line portal
Enforce consistency:– Business case– Project scoping– Resource request and
approvals and workflows
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MOBILIZE
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Mobilize:Resources
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Enhance resource pool visibility and allocation control
Balance work demand and supply.
Example resource heat map by role
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Mobilize:Resources
Overall or rolled-up views of resource heat map
Planned vs. actual utilization for all resources
Example planned vs. actual resource utilization chart
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Mobilize:Resource Utilization and Availability
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EXECUTE
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Execute:Project Schedules/Roadmaps
Increase project visibility
Flexible n-level deep WBS
Example WBS: User-defined columns can be displayed, reordered and resized on the fly.
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Execute:Project Schedules
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Interactive Gantt chart
Modify start / finish dates, see GANTT impacts
Drag and drop Gantt bars - column information updates
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Execute:Microsoft Project Integration
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Leverage existing PM Microsoft Project knowledge
Two-way MS Project integration
Edit and manage in EnterpriseTrack or MSP
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Execute:Best Practices Leveraging Knowledge Base
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Example screen shot showing the folder-based organization of Knowledge Manager
Streamline project execution Knowledge base of project documents, tools and templates. Attach/link docs to strategies, portfolios, ideas, proposals, projects, etc.
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Collaborate: Enterprise Stream
First and only purpose-built and “seamless” collaboration and social networking capability for PPM practitioners and stakeholders
Virtually zero effort to set it up, start collaborating, see results
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Collaborate: Intuitive Stream Ticker Interface
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MEASURE
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Dashboards & Reporting
Extensive client-side filter settings, “group by” and Pivot
Custom executive-defined reports populated with live server data
Drag and drop gallery of pre-built drillable components, easy to schedule share and print
Web 2.0+ Listing Page Personalization
Project Managers/Team Executives
Excel as Report WriterComposable Dashboards & Reports
Portfolio Managers
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Measure:Executive Dashboard
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Measure:Metrics Manager / Financial Manager
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Measure:Financial and Non-Financial Metrics
Plan vs. actuals Top-down and bottom-up
budgets Capitalization, expense
and charge backs Measure non-financial
performance indicators: – defects– service levels– trouble tickets– Etc.
Example edit non-resource expenses, monthly project financials page showing tabs for other finance activities
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Measure:User-Defined Excel Reports
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Measure:One Click PowerPoint Project Summary Reports
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Objective 2: Summary Plan
‒ Drive business transformation‒ Assign, track, roll-up project performance‒ Manage IT like a business
Select ‒ Centralize ideation process‒ Capture / filter IT project ideas‒ Enforce consistency
Mobilize‒ Centralize ideation process‒ Enforce consistency‒ Leverage resource utilization and availability heat
map reports
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Objective 2: Summary Execute
‒ Increase project visibility ‒ Flexible n-level deep WBS‒ Interactive Gantt chart‒ Two-way MS Project integration‒ Knowledge base: project documents, tools and
templates‒ “Seamless” collaboration / social networking
capability Measure
‒ Executive Dashboard‒ Leverage Metrics Manager and Financial Manager
modules‒ User-Defined Excel Reports‒ PowerPoint Project Summary Reports
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Objective 3:Project Life Cycle
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Project Life Cycle
Projects can be created in EnterpriseTrack either:
One-step process (Quick Projects) Through a workflow that comprises an evolution of Ideas becoming Projects.
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Project Creation Process Instantis is an end-to-end solution. It
supports the project creation process with 3 simple steps, right from the ideation stage through to the project proposal and closing with the project execution.
*IMPORTANT* the 3 steps are not mandatory. e.g. it is possible to create a charter proposal without creating an idea first and in the same way, it is possible create projects without creating project requests. The process is flexible to suit every customers’ needs
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Ideas
Idea management drive innovation throughout your
organization and ensure the best ideas move forward into your
portfolio management process through configurable forms
Idea Form- submit and track all the ideas
Idea Workflow – Review and approval for next step
Idea Listing Page – Organize and prioritize idea
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Initiative SpecificAlign Idea / project request to specific initiative: IT, LSS, NPD, etc... Based on the initiative selected the customer will see unique:
– Project Schedule/Roadmap– Terminology– Finances– Confidentiality– Roles– Workflow and approvals– Notifications– Evaluation criteria– User defined fields
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Idea Actors
initial point of Contact for the idea submitted by a user of the system The Router is the person who
assigns an owner for the idea. The Owner has the choice to
either accept the idea and promote the idea to proposal status, or reject the idea.
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Idea Process
Gather ideas Score ideas Analyse Ideas Align Ideas
Approve/ Reject ideas
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Idea – Web Form (1/3)
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Idea – Web Form (2/3)
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Idea – Web Form (3/3)
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Benefits Gives everyone in your organization the opportunity to put forward ideas. Non-
licensed users can submit an idea using web Idea Portal (Instantis IDEA Portal which can be hosted as a portlet within Intranet as a suggestion box. It is license free and gives to anyone in your organization access to submit ideas.)
Easily create new ideas through configurable forms Creates consistent ideation process allowing comparing apples with apples. Idea form has workflow and approval built in Allows for documents attachment, evaluation criteria (scoring), and alignment
with anything configured in the Alignment module
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Proposal – Charter Request/Project Request
Create Project Request, or approve Idea to Project Request requires more information such as:– Business Case– Financial Estimates– Resource Estimates– Evaluation Criteria (Scoring)– Other Selection Criteria
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Proposal Actors
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Proposal – Web Form (1/9)
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Proposal – Web Form (2/9)
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Proposal – Web Form (3/9)g Resource In Proposal Page
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Proposal – Web Form (4/9)
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Proposal – Web Form (5/9)
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Proposal – Web Form (6/9)
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Proposal – Web Form (7/9)
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Proposal – Web Form (8/9)
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Proposal – Web Form (9/9)
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Project ExecutionProject managers and leaders can deliver and execute the project on time and on
budget. The Roadmap/Project Schedule work break down structure (WBS) can be
defined entirely by the customer. They can utilize their own phases, activities, tasks, deliverables, milestones, tollgate, etc., that are currently used and utilize at the same time their own terminology.
Defining own templates based on best practices and standards thereby simplifying the process for project managers and ensuring compliance
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Project – Web Form (Basics Page)
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Project Management– Web Form
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Easy To Create, Change, Delete, And View Projects And Project Data
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Import/Export Functionality to Different Formats
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Objective 4:Module Review
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Key Points Oracle Primavera + Instantis
‒ Purpose Built‒ Cloud Enabled‒ Seamless PPM
Focus on IT PPM, NPD and Process Improvement Plan
– Drive business transformation & manage IT like a business
Select – Centralize ideation process; capture / filter IT
project ideas Mobilize
– Leverage resource utilization and availability heat map reports
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Cloud and On-Premise optionsSecurable, scalable , highly configurable Innovative user interface and
personalization experience Integrated strategy and Project Portfolio
Management “What-If” scenarios and capacity planningFlexible dashboards and reporting
solutions
Key Features
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Key Benefits
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Instantis EnterpriseTrack goes beyond IT PPMMultiple initiatives or project portfolio types—such as new product development and
business process improvement—can be supported in a single system.
Standardization and consolidation of PPM governance processes, reporting, and resource
and financial management enterprise wide is now possible
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Instantis EnterpriseTrack addresses key CIO driversPersonalizable dashboards and reports put real-time resource and project information at
the finger tips of executives and project stakeholders.
The unique Strategy Manager module in Instantis EnterpriseTrack ensures that projects
are aligned with business priorities and IT strategic initiatives.
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