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<Insert Picture Here> Oracle Primavera P6 Reporting & Analytics Stefano LentiniOracle Primavera Senior Sales Consultant ANIMP Primavera Gateway and Analytics: Enterprise Project Management Stefano Lentini, Principal Sales Consultant Oracle Primavera Global Business Unit Roma, 3 Dicembre 2013

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Page 1: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

<Insert Picture Here>

Oracle Primavera P6 Reporting & Analytics

Stefano Lentini– Oracle Primavera Senior Sales

Consultant

ANIMP – Primavera Gateway and Analytics: Enterprise Project Management

Stefano Lentini, Principal Sales Consultant

Oracle Primavera Global Business Unit

Roma, 3 Dicembre 2013

Page 2: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Enterprise Project Management

Question: Where are my Project Data ?

ERP PLM

Mail

Server

Project

Mngt

Systems

Document

Mngt

Systems

Excel

CRM Others ?

Answer: Possibly everywhere !

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Enterprise Project Management

Question: Are they Speaking Each Other ?

ERP PLM

Mail

Server

Project

Mngt

Systems

Document

Mngt

Systems

Excel,

Word

CRM Others ?

Answer: Possibly NOT !

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Enterprise Project Management

Different systems for different scopes but there is a lot

to share...and for this a common taxonomy is needed.

This can be achieved through appropriate

“Information building” processes based on a “Who

owns What” approach.

After this it will be easier to set up an “Enterprise

Project Management System” where Business

relevant information are aligned and synched across

the entire IT ecosystem.

Page 5: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Oracle Primavera Approach

Oracle provides best-in-class capabilities for system

integration to the IT community (e.g. SOA Suite)

Primavera is fully aligned with Oracle Red-Stack

and provides various tools for secure Application

integration (API, Web Services)

But, while these capabilities gives to IT and System

Integrators the ability to “create” the necessary

interfaces, our Primavera Customers are requesting

us to provide Out-Of-The-Box Integration...so:

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Primavera Gateway

• Platform for Primavera integration with

external systems (ERP, PLM, EAM,…)

• Pre-build integrations and flows

• Flexible, extensible, data exchange

• Standard adaptor for SAP

• Quickly build new integration adaptors

• Easy to use GUI for data mapping and

synchronization

• Transaction Audit and Error handling

• Reduced TCO

Page 7: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Architectural Overview

Primavera Gateway

No

n P

rim

ave

ra

Ap

pli

ca

tio

ns

P

R

I

M

A

V

E

R

A

Integration Broker

Graphical User Interface

Configuration ; Role-based security; Ad-hoc synchronizations; Monitoring

Maximo Provider^

SAP Provider

Unifier

Provider*

EBS Provider^

EAM Provider^

JDE Provider^

P6 Provider

VCP Provider^

Pu

blic

AP

I In

teg

ratio

n S

yn

ch

Se

rvic

es

Compare

Industry-Specific Flows and Data Maps

Routine Maintenance; Shutdown and turnaround; Capital Project

Logging

Scheduling Audit

Customizations

Ventyx Provider^

Instantis

Provider*

* Not available in Primavera Gateway v1.0. Planned for next major version of Primavera Gateway

^ Not included in Primavera Gateway v1.0. Will be developed by partners after initial release of Primavera Gateway

Page 8: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Design integration through a User Interface Data Dictionary, Data Mapping, Data Flows, Synchronization

definition

Page 9: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Common Integration Flows Conceptual Object Data Map

Resource Dictionary

Project / WBS / Work Orders

Tasks / Operations

Resource Assignments

Material Component

Budget / Forecast

Actual Cost

Resource Dictionary

Project / WBS / UDF

Activities

Activities / Assignment

Budget / Progress

Cost / UDF

Resource Assignments

ERP/EAM P6

Actual Hours Actual Hours

Page 10: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Enterprise Project Management

Now that Project Data are consistent, referenceable

and synched between the relevant systems it is

possible to put everything together for Business

Intelligence purposes.

Enterprise Datawarehouse is something that

companies has struggled with in the last two decades

with the failure of many of these initiatives due to lack

of System Integration and complexity.

SW vendors started to produce “their piece” of

Datawarehouse and, with this modular approach, is

easier to succeed...

Page 11: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Primavera Reporting DB Principles

• Pre-configured Primavera data warehouse (star schemas)

• Customizable and extensible

• Populated at scheduled interval via the ETL process

• Can take incremental historical snapshots for Trend Analysis

• Organizes data for analytical processing and does not stop

transactional data input during analytical queries

Primavera P6 EPPM Primavera Reporting Database

Transactional schema:

Optimized for read/write; has multiple joins.

Analytics schema:

Optimized for querying large datasets and

historical data..

© 2011 Oracle Corporation – All Rights Reserved

Page 12: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

• Combination of P6

Reporting Database &

Oracle Business Intelligence

Suite

• Provides 80+ out of the box

interactive dashboards

• Delivers a rich metadata

layer for ad-hoc report &

dashboard creation by

business users

• P6 Integrated security layer

P6 Analytics What is P6 Analytics?

Project, Activity, and Resource Stars

Primavera P6 Reporting Database

ETL Process

Primavera P6 Enterprise Project Portfolio Management

Proactive Detection and Alerts

Ad-hoc Analysis

MS Office Plug-in

Reporting & Publishing

Interactive Dashboards

Oracle BI Server Primavera

P6 Analytics

© 2013 Oracle Corporation – All Rights Reserved

Page 13: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

P6 Analytics Information Discovery - Gain Insight Quicker with Greater Visibility

© 2011 Oracle Corporation – All Rights Reserved

Project analytics provides key

data presentations:

• Determine if projects and

portfolios are on track

• Identify projects that are

exceeding expectations or

are underperforming

• Drill down for root cause

analysis

• Spot trends and issues

before they escalate

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Primavera P6 Reporting Database is the

basis for Primavera P6 Analytics, turning

mass amounts of data into insights.

Link back to Primavera P6

Enterprise Project Portfolio

Management from the Oracle BI

EE Plus Reporting Portal to view

and update projects and portfolios.

P6 Analytics Turn Insight & Foresight into Action

Analyzing Drill down, exception reports,

root-cause analysis,

multidimensional analysis

Reporting Detailed operational data

Sharing standardized reports

Monitoring Dashboards, scorecards

and alerts

© 2013 Oracle Corporation – All Rights Reserved

Page 15: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Ad-hoc Analysis

Ad-hoc Analysis with P6 Analytics Easy Creation of new Reports

pick data select layout analysis ready

© 2013 Oracle Corporation – All Rights Reserved

Page 16: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Enterprise Project Management

Question: are ALL Project information under control now ?

Answer: maybe NOT !

Submittals

Change

Requests

Meeting Minutes

and Action Items

Contracts

Issues

Communications

Punch

Lists

Incident

Reports

Requests

for Info Daily

Reports

Vendors

Page 17: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Submittals

Enterprise Project Management

Question: are these information logically connected ?

Answer: Sure...

Change

Requests

Meeting Minutes

and Action Items

Contracts

Communications

Punch

Lists

Incident

Reports

Requests

for Info Daily

Reports

Vendors

Issues

but HOW are managed?

Page 18: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Primavera Unifier – Issue Management

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Primavera Unifier

Latest addition to the Primavera Suite that enables Organizations to Control Project Costs

and all Collaborative (internal and External) Activities through a powerful workflow engine

Capabilities

Web/Mobile, Cloud-based, Enterprise Project Portfolio

Management lifecycle solution

Configurable Business Process Automation to drive

business rules, accountability and visibility

Strong document management capabilities

Manages across the organization’s structure –

Business Units, Contractors, Customers, etc.

Best in class Cost Control and Project Execution

capabilities

Powerful Dashboards and user-defined reports

© 2013 Oracle Corporation – All Rights Reserved 19

Page 20: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

What is a Unifier Business Process?

+

• Combination of Entry Forms and Workflow

• Entry Forms can be different in each workflow

step based on the step “owner” data visibility

(different actors/companies can collaborate on

the same BP)

• Entries Validation and rule-based workflow

routing (e.g. go to the CFO if change amount >

500k €)

• Total and partial expected lead time can be set

• The forms can have Line Items (Data or Docs)

• Business Processes can be put in relation each

other or nested (sub-Workflows) to create the

“Network”

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What is a Unifier Business Process?

• Each Actor is called to action via email and the

Task is added to his list.

• Full Audit trail of approvals and data changes

facilitates resolution of claims and Vendor

evaluations

• Integrated with Umail, an Unifier internal mail

system, used to track Project-based email

communications (a public email address is

created for each Project)

• More than 60 standard Cost and Project

Delivery Business Processes already defined in

Unifier.

• BPs can be created/modified by Business

Users via GUI (i.e. no SW Skills needed)

Page 22: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Primavera Unifier – Change Management

Capabilities

Specific business processes to capture Change Request

from different entities (Customer, Internal, Contractor)

Incorporate Approved and Pending Changes into the Cost

Worksheet to evaluate the impact on the possible Forecast

From the Worksheet drill down to the corresponding

transactions

Transactions are workflow driven with predetermined

lead time and due dates

From any transaction see and navigate all related

objects (eg. The RFI that generated the Change, the

correlated Contract, see other Changes, Issues, etc.)

Highly Configurable to fit any Customer needs

© 2013 Oracle Corporation – All Rights Reserved 22

Reduce Project Risks in terms of Delivery Dates and Margins – Take Control of the change

throughout the project lifecycle

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Primavera Unifier - Submittals

A specific, configurable, business process for document exchange between

Owners/Contractors/Vendors

Capabilities

Allows Web interaction between entities in a secure

environment

No needs for email, printing, manual markups, scanning.

Everything is done in an electronic format

Full traceability and audit of all process steps (lead time &

delays)

Autovue solves the problem related to different file

format (especially CAD 2D, 3D) that cannot be read

without the native SW. No PDF conversion anymore

Task Management: every User is aware of his due dates

AutoVue is also able to take measures, explode

drawings and much more !

© 2013 Oracle Corporation – All Rights Reserved 23

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Primavera Unifier – Meeting Minutes & Action Items

Two Business processes, Meetings Minutes & Action Items working together to manage

Meeting outcome and monitor the progress of subsequent Actions

Meeting Minute Action Items

Page 25: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

RECAP...

Information Integration Primavera Gateway

Information Analysis Primavera Reporting DB & Analytics

Business Process Automation Primavera Unifier

Page 26: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

Primavera Solutions Relied On By More than 5000

global enterprises

Engineering & Construction

Public Sector Utilities, Oil & Gas

Manufacturing

Aerospace &

Defense

IT & High Tech

© 2013 Oracle Corporation – All Rights Reserved 26

Page 27: Oracle Primavera P6 Reporting & Analytics - ipma.itipma.it/ipma_/remository/INTEGRAZIONE DELLE... ·  Oracle Primavera P6 Reporting & Analytics Stefano

© 2013 Oracle Corporation – All Rights Reserved 27

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© 2013 Oracle Corporation – All Rights Reserved 28