mous presentation nov2012

7/29/2019 MOUS Presentation Nov2012

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Copyright Project Partners, LLC

Oracle Project Management Today and in the Future


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Agenda

Oracle E-Business Suite Project Management

Oracle Primavera Overview

Oracle Fusion Project Management

Project Partners Overview

Q&A


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Oracle E-Business Suite


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In Its Early Years


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This Was Oracle Projects R11.0


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More Points of Integration Than Any Other Suite


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Oracle Solution for Project Driven Organizations

Project Initiatives/Business Functions

Funded

Research / Work

Facility /

Construction Mgt

Information

Technology

Research &

Development

Asset

Management

Sales

Marketing

Other Internal

Project Work

Strategic

Initiatives

Built-In EnterpriseIntegration

DocumentRepository

HCM

Financials

Procurement

Inventory

CAD / Product

Sales / Contracts

AssetManagement

Manufacturing

ProjectManagement

Resource Management

Collaboration

Accounting

Track Workplan

Budget & Forecast

Manage Change

ManagePerformance

SecureProject

Information

Track Effort/Costs

ManageContract/Billing

Capitalize Assets

Cross-Charge

Update Skills

Match Resources

Track Utilization

Update Progress

Resolve Issues

Review Documents

Intelligence

Oracle Projects Suite

Portfolio Planning


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Project Driven Organizations

Project Types

Contract Projects are source of revenue for organization

Capital

Projects result in Capital Assets

Indirect

Projects manage unrelated activities for cost control

Project Phases

Sourcing Planning Execution Closeout


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Awarded Projects

Proposals

OpptysLeads

Project Phases: Sourcing

Approved Projects

Ongoing

Requests

Proposals

Contract ProjectsCRM Systems

Capital Projects

Indirect Projects

Portfolio Management


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Project Sourcing


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Define Project Work Plans

Project Planning: Work Plans

Leverage enterpriseproject templates

Define deliverables

Identify resources

Streamline approval

Baseline the workplan

Publish to projectteam

Leverage bi-

directional integrationto Scheduling Tools

Create

Workplan Publish and

VersionWorkplans

Approve

WBS Template

Resources

Deliverables

Work Estimates


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Work in Oracle or Work in Microsoft Excel or Primavera

Project Planning: Work Plans


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1 Slide with Diagram/Words

Project Planning: Scheduling Integration

Bi-Directional

PROJECT

WBS

TASK

DATES


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1 Slide with Diagram/Words and Screenshot/s MSPintegration

Project Planning: Microsoft Project Integration


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Project Execution and Close-Out


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Project CollaborationProject Execution: Team Members

CommonProject

Repository

Update Progress

Documents

Resolve Issues

Assigned Tasks

Upcoming Tasks

Open Issues

In-process Changes

Share Documents

Open Notifications

Enter Time &Expenses

Project Team(Internal &

External)

Charge Time/Expense


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Project Execution: Financial Forecasting


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Project Execution: Financial Forecasting

Work in Oracle or in Microsoft Excel


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Project Manger Reporting PSI -> Project Performance -> Project Analytics Reporting Pack (Based on BI-Publisher)

Management Reporting Discoverer -> DBI -> Project Analytics (OBIEE)

Operational Reporting Oracle Reports -> BI-Publisher

Project Reporting - Evolution


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Project Performance Reporting

Project Reporting

Define, view and investigateexceptions to projectperformance

Review project performance

Cost, Profitability Resource usage Delivery dates By WBS, RBS View periodic information Insightful graphs and drills

Measure performance basedon Earned Value

Review invoices and revenue

Exceptions

ProjectCosts

EarnedValue

Resourcesand dates


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Project Manager Review

Project Reporting: Project Performance


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PM Review in Microsoft Excel

Project Reporting: Project Performance


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Project Analytics: OBIEEProject Reporting: Management Reporting

ANALYSIS & METRICS BENEFITSFunding and Budgets

More timely, informed decisions at alllevels of the Project organization

Control Project costs before they impactProject profitability

Maximize cash flow with better insight intopayables, commitments and billings

Control the risk of overall project portfolio

Control the budgets and Improve theprofitability

Identify at-risk projects and initiatecorrective actions

Empower project team with the ability tomanage projects better

Project Cost

Project Revenue and Billing

Project Profitability

Agreement Amount Baseline AmountAllocated Amount Original Cost Budget Current Cost Budget

Original Revenue Budget Current Revenue Budget Forecast Cost Budget Forecast Revenue Budget ITD, QTD, YTD Metrics

Burdened Cost Burden Cost Raw Cost Equipment Cost Equipment Efforts

People Cost People Efforts Billable Cost Non-Billable Cost ITD, QTD, YTD Metrics

Revenue Amount Revenue Quantity Unbilled Receivables Unearned Revenue Invoiced Amount

# of Approved Invoices Retention Billed Retention Withheld Write-off Amount ITD, QTD, YTD Metrics

Margin Margin-ITD Margin Percent Margin Percent -ITD Forecast Margin

Margin Change Cost Variance Forecast Cost Variance ETC Burdened Cost ETC Revenue


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New Features in R12

Project Analytics

Federal Financials

Analytics

iSetup/R12 Diagnostics

UI Improvements

Planning Enhancements

P6 Integration

MSP Integration

Enhancements

Supplier Cost Dashboard

Self Services Expenditure

Inquiry

Performance Reporting

Setup Audit

Reporting Performance

Improvements

Program APIs

Enhanced Change

Management

Enterprise and Project Insight

Project ResourceManagement

Project CostingProject Billing

Project Contracts

ProjectCollaboration

ProjectManagement

Personalized

Role-Based Views

Global

Project

Repository

Project Portfolio Analysis

Resource Management

Project Billing

Integrated ServicesProcurement

Supplier Payment Controls

E&C Deduction Processing

Project Security in Oracle

Purchasing

Project Billing

Project Costing

Project Foundation

Project Reporting

Project Management

Prepayment Receipt

Application

Effective Date Funds

Consumption

Improved Searches

Date Validations & Defaults

Streamlined Navigation


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Evolution of Primavera

Mid 80s Early 90s Mid 80s Late 90s Late 90s - Early 00s Late 00s


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Oracles Primavera EPPM SolutionManaging the Complete Project Lifecycle

Oracle Universal Content Management(or other content management system)

P6 Analytics / P6 ERD / BI / Reporting

Business Process Management

Integration with other core applications (ERP, EAM, AutoVue, etc.)

Risk AnalysisQuantitative Risk

AnalysisQuantitative Risk

Management

P6ProjectManagement

Risk ManagementProject Scheduling

Resource Management

ContractManagement

Change ManagementContract Management

Claim ManagementIssue Management

PortfolioManagement

Propose, Prioritize &Select Initiatives

Review, Track & AdjustPortfolio


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PrimaveraP6 Release

8


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Pieces of the Puzzle

Enterprise Project Portfolio

Management

Project Portfolio Management

Project Management

Program Management Resource Management

Risk and Issue Management

Cost and Earned Value Management Progress Reporting

Project Collaboration


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Enterprise Project Portfolio Management


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Project Portfolio ManagementSummary

Challenge Lack of alignment of projects and resources to the business Inconsistent project decisions Inability to respond quickly to changing priorities and incoming demand

Solution Configurable project scoring, weighting and portfolio waterlining

Interactive Gantt chart and resource capacity planning Dashboards

Benefits Align projects and resources with business strategy Identify poorly performing projects Ensure governance over project authorization and initiation Balance risks and potential return Speed decision-making with real-time KPIs showing demand and

current commitments


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Resource Management

Effective matching of the right skills to projectsenables companies to cut project completion timesby 10% to 40% and overall resource requirementsby 24% to 40%.

-- from a study by Projects at Work magazine


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Resource Management

Savings of US$21 million per year, with US$3 million coming frommanpower reduction; 7% reduction in shutdown duration

Summary

Challenge Poor understanding of what resources are currently working on Difficult to find the best people to staff a project Too many resource conflicts across and within projects

Solution Resource Planning Dashboard Resource roles and skills Project, WBS and activity level resource assignments Configurable graphics and reports

Benefits Complete resource visibility Maximize use of resources Quickly find and assign resources based on role, skill level, location,

availability, and more Easily determine whether there are sufficient resources with the right skills to

take on future work


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Cost Management


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Risk and Issue Management

$1.3M saved by eliminating manual data entry; 88% reduction in time toreport and resolve issues; Expect additional savings of $70M

Summary

Challenge Inadequate identification and management of risks and issues Unrealistic expectations from stakeholders Identification of trends across projects

Solution Risk and issues portlet

Qualitative risk management Issue forms Benefits

Proactively manage issues to keep projects moving forward Understand the impact of risk and uncertainty on project schedule and cost Higher confidence in ability to deliver project(s) as promised


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Pulling It All Together:

Collaboration


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Oracle Fusion


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Copyright Project Partners, LLC 54


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Our Services

Consulting services

Oracle E-Business Suite

Oracle Primavera

Oracle Fusion Applications

Assessment services

Best practice analysis

Application utilization

Training

Oracle Approved Primavera Education Center

Custom training


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Products

Built by the people who brought you Oracle E-Business Suite Projects

Time Management

mProjects

TimeSpeed

User Interface Applications SharePoint Integration

Oracle Project Management MS-Excel-based UI

Invoicing

OP3 Integration

Authorized Oracle Primavera Re-Seller


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www.projectp.com

Project Partners, LLC

Phone: 650.712.6202Email: [email protected]

For More Information
http://www.projectp.com/mailto:[email protected]:[email protected]://www.projectp.com/