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Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

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Page 1: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Performance and Portfolio ManagementHow to Realize Efficiencies in Enterprise Projects and Operations

Page 2: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Agenda

Knowledge Relay Overview

USAF Current Environment and Needs

Automated SolutionsIntegrated Planning & SchedulingIntegrated Visuals

Impact

Page 3: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Orange County, CA – 25 Years

Aerospace Roots

Global and Complex, Multi-Site Solutions

Specialization in Performance and Portfolio Management

Project Application, ERP Systems, and Cost Applications Experts

Optimized Data Integration, Visuals, and Analytics

Corporate Overview

(United States Nuclear Regulator Commission Data)

Page 4: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Customers

Energy GovernmentAerospace

Page 5: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

USAF Current Environment and NeedsCurrent Environment:

ERP, Project Portfolio, Financial, Legacy – Disparate Data Sources

Multiple Related Projects

Manual processes costing valuable time

Needs:

Performance and Portfolio Management Improvement Targeted

Integration of Asset Planning, Schedule, and Cost

Improved Visuals

Automation

Page 6: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

When mission critical data is needed real time or by a schedule,Knowledge Relay provides the technology neutral solution.

Any GeographyAny Application - Primavera - Cobra - TeamWorks - ExcelAny Format - .XML - .CSV - .XLSAny Data Base - Oracle - SQL ServersEnterprise Systems - CRMs - ERPs - Homegrown

Ease of Use - Drag and Drop Data Mapping

Automation - Data Migration - Report Creation - Dash Board Update / Drilldown - Data and Report Distribution

Highly Customizable Reports - Gantt’s - PERT’s - Earned Value - Multi-Format (Crystal-like) - Classic Business Graphics

Speed - CPU Balanced - Grid Balanced

Flexibility - Combine Data From All Applications

Power - All the data - All the time - Integrated Visuals - Technology Neutral

Iterative Abilities - Constantly Updating - Multi-Thread Capable

Get the right information to the right people at the right time!

Take Control of Data From: Realize

Page 7: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

All data sources are integrated allowing for Project Portfolio Management to exceed previous barriers caused by disparate data sources.

Each phase is automated creating significant increases in operational efficiency by eliminating manual processes.

Page 8: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

SP

Data Depot

Project Reports Dashboards

SAP / ERP

Any Data

SAP / Asset / MaximoOpen Plan / Primavera

VentyxAny Data

Mutli-Format Reports

Primavera / Open Plan Ventyx Any Data

The Power and Benefits of Separating Data from Visuals

Data Depot: A concise integration of only the required data!

Data sources are not taxed

Integrated Business Rules

Custom (Reports / Dashboards)

Manual Processes are Automated

Leverage ALL the data

Page 9: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Give us the current status of the:

The Time to Know is Now

Washington, D.C.

Schedule of our tank movements

Costs of the jet fuel needed Cobra Financials

Resources required to build a new munitions depot

The Data and the People that Need to Know are Around the World

Okinawa Guam Marshall Islands

San Diego, CA Washington, D.C.

OPEN SOURCE

Page 10: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Around the World !

Okinawa

Guam

Marshall Islands

San Diego, CA

Washington, D.C.

All Data is Integrated!

We mean………

Page 11: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

The People that Have the Data and Need to Know areAround the World

Okinawa

Guam

Marshall Islands

San Diego, CA

Washington, D.C.

Staff Receive Reports and Dashboards Real Time or by Schedule

All Information is shared! REAL TIME

Page 12: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

The tanks will arrive in Guam in 2 weeks

The jet fuel costs for all fours sites by fuel type with shortages highlighted are displayed.

The resources required to build a new munitions depot shows a shortage of cement in Okinawa

Fortunately, excess cement is in San Diego and can compensate to remove the bottleneck

By Combining Data From Multiple Sources Actionable Information is Known

… and Solutions Become Revealed

… Issues are Quickly Exposed…

Jet Fuel Costs

Page 13: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Turn Disconnected Data Sets into Actionable Information

So you are telling us that we can get all of the necessary information to understand the issues and take corrective action as soon as possible?

Mission Accomplished!

Page 14: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

SoftwareTime Scaled Optimized Gantt

Resource Histograms

Mix Data

Work Off / Burn Down Curves

What if Application

Successor / Predecessor Report

Gantt with Business Rules Time Scaled PERT

Manage Enterprise Portfolios

Automation of Manual ProcessesData IntegrationReport CreationReport Distribution

FeaturesTime Scale Optimized Gantt (Vertical Slice)Line NumberingAdd Steps or NotesApply Business RulesIntegration of Disparate Data AutomaticallyPERT ChartsMulti-Format Reports (Graphics / Split Cells)What If Scenario GenerationReal Time Dashboards (from all sources)Auto-Detection – Correction of ErrorsEase of Printing

DashboardsProject Tune Up

Page 15: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Time-Scaled Optimized Logic Gantt

Tasks on the same line

Page 16: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Time-Scaled Optimized Logic Gantt

Page 17: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Tasks with inspectors reviewing turn green

Cost Data Included

Gantt with Business Rules

Page 18: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Predecessor / Successorr Reports

Page 19: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Work Off / Burn Down Curves

Page 20: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Resource Histograms

Page 21: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Time Scaled PERT

Page 22: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

What If AnalyzerWhat-If Analyzer is a stand-alone application connected to a Primavera Database or Excel that allows a user to see multi-year allocations of funds based on a project data. The user can then perform what-if scenarios by moving, copying, adding and deleting activities, creating relationships between them and then rescheduling the activities. The scenario can be saved as a WIA file and reloaded into What-If Analyzer at a later date.

Page 23: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Real Time DashboardsImproving Operational Efficiencies

Automation of Manual ProcessesBottlenecks Exposed EarlyFind All the “Needles in the Haystack”Earned Value

Features

From Any Data SourceFrom Multiple Data SourcesAuto Refreshed by ScheduleInteractive Drill DownsHighly CustomizableCustom Site or Building MapsApply Your Business RulesAnalyticsPublishable Intranet / InternetPrintable

http://www.knowledgerelay.com/Products/Dashboards/DashboardDisplaySample/tabid/457/Default.aspx

Page 24: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Job ServerEmail reports and alerts

Information Visualizer – ReportsEmailInter/Intranet

DashboardsWeb-based

• Schedule Report Delivery - Automated

• Share Specific Reports to Specific Users

• Reports arrive as web links removing

bandwidth issues

Web based reports and dashboards delivered to the right people at the right time!

Publish Reports and Dashboards on an intranet or on the internet.

Delivery of Information

Page 25: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Organizational Impact

Complete Portfolio Views and Analysis Real Time Information Through Automation Changes in Applications or Data Sources are Quickly

Accommodated. Bottlenecks are Quickly Exposed… Force the “needles

in the haystack” to find themselves.

Page 26: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Return on Investment

Faster, More Accurate Visuals Better Decisions via Integrated Data Improved Operational Efficiencies Improved Risk Mitigation Reduced Cost of Ownership

Page 27: Performance and Portfolio Management How to Realize Efficiencies in Enterprise Projects and Operations

Questions