functions, modules & integration · 2020. 6. 2. · to enhance reporting and dashboards we...

02.06.2020

Jörg Rietsch

stazy – OPPM Add-On

The powerful PFM solution

Functions, Modules & Integration

Connecting Strategy, Tactics & Transformation

© adensio GmbH 2

Oracle Primavera Portfolio Management &Never change a running system - but improving it is always an option!

We are very happy to share with the Oracle Primavera Portfolio Management (OPPM) community our latest OPPM add-on which we see as a large improvement to the already existing great features of OPPM.We have been working with OPPM since 2003 and continuously collecting requirements and enhancement requests from our customers and end-users in relation to what could be done better, easier or just more user-friendly within OPPM. Some of these requests have been addressed from Oracle directly over the years, others have been postponed. To ensure our customers' satisfaction we created this OPPM add-on which is available as of today. The main reasons for this add-on and the key features are:

▪ OPPM is a tool for power users and expert portfolio managers. Very often "normal" end-users are overwhelmed by the amount of menus and submenus and have trouble navigating through the system. To improve the user-friendliness, we introduced a lean user-interface which can be accessed via all mobile devices.

▪ An extremely flexible tabular view ensures that "light" users are happy to see all their relevant projects, portfolios and investments at a glance. The same overviews allows power portfolio managers to analyze the data in detail via groupings, filtering and ad-hoc reporting, far beyond what is currently possible in OPPM.

▪ In addition to OPPM we offer a multi-project Gantt and resource capacity view. This is extremely valuable for companies which do not want to implement a universal project management solution, but still want to get transparency about their current resource demands and capacity at a project or portfolio level.

▪ Frequently we are asked about a time-recording, time-reporting or timesheet option in OPPM. We therefore decided to provide a module that allows time-tracking at project level in our add-on. This is module is ideal if there is no company-wide recording system in place but you still need information about how much effort was spent on all projects or portfolios. This lean time-reporting option is easily rolled-out and can be accessed by users on the go.

▪ To enhance reporting and dashboards we integrated MS Power BI into the add-on. You are now able to visualize, export and analyze your complete OPPM data in any format that you require.

▪ And of course we ensured that multi-language functionality is supported for our international customers.

© adensio GmbH 3

Oracle Primavera Portfolio Management &

FORMSCollect & Report

SCORESControl

Lean function / Easy to use / Mobile

Devices

Portfolio Management

Power-User, Portfolio-Manager

Business IntelligenceEnterprise Edition

BI, Reporting & Distribution

HORIZONEvaluate

TIME REPORTINGProgress

Easy to use / Mobile Devices / Power-Functions (filter,

grouping, graphs, …)

Similar Functionalities

Multi-project GanttCapacity- &Resource-

Management

HOSHIN KANRIAlign

Additional Functionalities

Time-Reporting on OPPM projects and additional phases

DIMENSIONSEarn

Top-Down Strategic Plan & Analyze

(KBOs & KPIs with Hoshin Matrix)

Portfolio-Board for agile Portfolio-Management

Integrated BI-Platform with MS-

Power BI

Fully integrated with OPPM API’s and OPPM database

KANBANPortfolio-Board

© adensio GmbH 4


Collect & Report with FORMS

Support processes and handling of information with forms. Visualise e.g. top topics, top measureasincl. targets. Process guidance when creating project ideas, project charters or project status reports. All information is directly connected via the module Porfolio Goals. You are able to see exactly whichtop topics with which weight are supported by what top measures which are in turn supported bywhat projects.

FORMSCollect & Report

Typical use cases

▪ Business model canvas▪ Project ideas▪ Projekt charters▪ Status reports▪ Effect tracking▪ Strategy, tactic and measures

© adensio GmbH 5


Overview & Controlling with SCORES

Configurable tabular overviews with relevant information for each phase (process, planning and overview). In connection with the module Goals you are able to navigate through the portfolio structures. Top-down and bottom-up information are clearly displayed. Information can be edited directly (based on security access). Integrated, powerful dynamic grouping, summary and chart functionalities.

Typical use cases

▪ List of information objects (items) in theprocess▪ Top topics▪ Projects▪ Project status overviews▪ Financial overviews top-down / bottom-

up▪ Tabular / Excel orientated reporting and

analysis

SCORESControl

© adensio GmbH 6


SCORESControl

Integrated, powerful dynamic grouping, summary and chart functionalities.

© adensio GmbH 7


SCORESControl

Integrated, powerful dynamic grouping, summary and chart functionalities.

© adensio GmbH 8


Evaluation and optimisation of capacity usage with HORIZON

Multi project views on a timeline and the corresponding capacity overviews for organisational units, roles and employees. With Horizon you can ensure that the planned projects are able to be executedwith available internal and external resources. Bottle-necks can be determined early and scenarios in connection with the module Goals allow for easier decision making.

Typical use cases

▪ Analysis for capacity usage in the portfoliodecision process

▪ Analysis for capacity usage if projects change ormove in the timeline

▪ Finding solutions for necessary re-priorisationsin the portfolio

HORIZONEvaluate

Horizon

© adensio GmbH 9


Analysis and Assessment with DIMENSIONS

Dashboards and analysis with the integrated BI and reporting module. Individual and on demanddisplay of information in interactive dashboards and reports for sharing of information. In connectionwith the module Goals all levels and information can be analysed.

Typical use cases

▪ Portfolio analysis▪ Status overviews▪ Visualisation of Key Business Objectives (KBOs)

and Key Performance Indicators (KPIs)▪ Visualisation of reports for PDF distribution▪ Integration of further data sources

DIMENSIONSEarn

© adensio GmbH 10


Strategic Planning and Controlling with HOSHIN KANRI

This module provides you with the standard method Hoshin Kanri for strategic planning. It can beflexibly and individually modified to the demands of the respective business. In connection with themodule Goals it offers a completey flexible structure of the Hoshin matrix and allows for deepening orwidening of the structure if necessary. This module generates the typical Hoshin matrix based on theinformation and the portfolio structures.

Typical use cases

▪ Hoshin Kanri – standard▪ Company specific interpretation of Hoshin Kanri

incl. KBOs, KPIs and freely definable depths ofstructures, wordings and calculation models

Hoshin KanriAlign

Hoshin Kanri

© adensio GmbH 11


Agile Portfolio-Management

Kanban Portfolio-Board visualizes the full or filtered portfolio in Kanban process view. It is possible to move projects / investments from one list to another with automatic status change.

Typical use cases

▪ Agile Portfolio-Management▪ Pipeline view▪ Portfolio-Board Meetings – Decision making▪ Portfolio-Bucket view

▪ Bucket & projects per Strategy▪ Bucket & projects per type▪ …

© adensio GmbH 12


Hoshin KanriAlign

VisionMission

StrategyPlanningand KBOs

Tactics, measurements, KBOs and KPIs

Catch Ball

Initiatives and KPIs

Catch-Ball

Alignment and ensuring of strategy, tactics, measures and initiatives via the

X-matrix

Setting targets on all levels of theorganisation and negotiating

corresponding KBOs and KPIs over all relevant cascades

Checking of results, correction of course if

necessaryMeasuring of results via

plan/actual KPIs

Agile PFM

Portfolio management as a method to trigger and execute

the optimal portfolio

© adensio GmbH 13


Projet Time Tracking with TIME REPORTING

This module offers a simple option to report time. It allows for additional analysis regarding plannedand actual efforts for organisational units or resources.

Typical use cases

▪ Project based time reporting▪ Optimised estimation of future efforts (Lessons

Learnt)▪ Displaying of company wide project efforts

TIME REPORTINGProgress

© adensio GmbH 14

Contact

adensio GmbHAlter Weg 2079112 FreiburgGermany

+49 7664 [email protected]

https://www.stazy.de/en/
mailto:[email protected]://www.stazy.de/en/

functions, modules & integration · 2020. 6. 2. · to enhance reporting and dashboards we...

Documents