ppm global services, inc. · ppm global services, inc. office/fax: ... implemented primavera p6...

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Presented By:

Felicia OrtizUnifier Practice LeadPPM Global Services, [email protected]

PPM Global Services, Inc.

PPM Global Service, Inc.

Learning Series

Primavera Unifier

- Migrating from Primavera Contract Management

http://www.ppmglobalservices.com/


PPM Global Services, Inc.Company Overview PPM Global Services is a provider of project portfolio

management, contract management and scheduling solutions.

As an Oracle Gold Partner, PPM Global Services offers the strength of an authorized Oracle solution provider, while maintaining the agility of a small company with the ability to deliver.

Headquarters in Atlanta, GA

Trainers & Consultants throughout the U.S.

Implemented Primavera P6 EPPM on 3 continents



Director of Professional ServicesJake Lilley, PMP Director of Professional Services

Certified Project Management Professional (PMP)

Certified Oracle Primavera P6 EPPM Implementation Specialist

Certified Primavera Trainer

Certified Scrum Master

Certified Microsoft Project Professional

[email protected]

800-746-4029 x 302


mailto:[email protected]


Training PromotionFree Primavera P6 Professional Training Class Purchase is not required to register for this promotion.

One person will be selected to receive a free voucher to attend a 3-Day Primavera P6 Professional (Fundamentals) training class offered by PPM Global Services, Inc. within 6 months from date of award.

Students do not need to own or install Primavera software to participate in this class.

This class is taught live and online. Travel is not required!



Migrating PCM Data to Unifier

Presenter: Felicia Ortiz, Unifier Implementation Expert

With over 8 years of Primavera Unifier experience, Felicia brings a wealth of

knowledge beginning as a “Super User” for Tishman Construction during the

$8B MGM City Center Development Project to working with many high profile

clients such as Rockefeller Development Corporation, Michigan State University,

Citizens Energy Group, Northwest Redwater Partnership, Capital Power, Integrys

Energy Group and most recently Los Angeles Department of Water and Power.

On this project her role was Unifier Expert Administrator and Developer.

Ms. Ortiz has used her extensive business background to start two project

management consulting firms that specialized in the deployment of Primavera

Unifier. She has worked in virtually every capacity of sales, marketing,

consulting and training of Primavera Unifier.

Felicia holds a Masters of Business Administration degree from Keller Graduate

School of Business and Bachelor of Business Administration degree in

Accounting from New Mexico Highlands University.



Agenda • Overview of Unifier Functionality• Overview of Project History • Project Planning and Resources • Conversion Steps

1. Data Source Evaluation2. Mapping PCM Data to Unifier3. Design Unifier Workflows 4. Configuration of Business Process Workflows5. Creating Projects in Stage Environment 6. Testing and Go-Live

• Lessons Learned • Questions & Answers



• Data/Owner-Centric web-based platform

• Highly Configurable

• Workflow Automation

• Intuitive User Interface

Unifier – Functionality Overview



• Project Delivery

• Cost Management

• Bid Management

• Contract Management

• Document Management

• Built-in Reporting

Unifier Capabilities



Major Differentiators

• Workflow Engine

• Configurable Forms/Workflow

• Controls automation = Data validation

• Real-time access to data across multiple projects

• Roll-up cost reporting

• Company-level Business Processes and Document Manager

• Scalability

• Reporting (User Defined Reports and BI)

Unifier vs. PCM



How is Unifier Implemented

Project Planning

Design

Configuration

Testing/UAT

Training/Go-Live



How does it work?Design the Form



Design the Workflow

How does it work?



To see a full demo of how a Business Process is configured pleaseuse the link below;

OPSIG Webinar: Peeling back the Onion on Unifier

Full BP Setup Demo


https://vimeo.com/user21223540/review/95740095/66c3c4cd67


Project History

November 2013 Project Begins

May 2014 Phase I Deployed

April 2015 Conversion Completed

May 2015 Phase II Deployed



Project Planning Considerations

Number of Users Affected – 300+

Unifier Project Hierarchy

Scheduling

Volume of Data

Project Mapping



Resources

Project Sponsor

Business Analyst

DBA

Unifier Support

Document Manager

Change Management

PCM Admin

Project Controls SME

Punch List SME

Contracts SME

Quality SME

Change Management SME

Daily Reports SME

Project Manager

Unifier Consultant

Unifier Support



Source Data Evaluation

• RFI, Daily Reports, Meeting Minutes

• Field Orders, Punch List, NCRs

• Attachments

PCM DataBusiness Processes in Use

• Contracts

• Change Orders

• Change Order Requests

External Data (Excel)

Business Processes in Use



Migration Path



Mapping PCM Data to Unifier

Evaluate Mismatches / Gaps

Concatenate Data if Possible

Project Cross-walk

Scrub PCM Data

Create Excel Database of Data for Contracts, COs and

CROs



Data Mapping



Unifier ER Views



Design Unifier Workflows



Configuration of Business Process Workflows

Update Templates

Test

Setup



Creating Projects in Stage Environment• Source of Data was Project Cross-walk• Used CSV Import with the Project Creator BP• Project Creator routes to Controls Manager for Review• Upon Creation Project Cross-walk is updated with Unifier Record #

• Web-Service Scripts reference the cross-walk to determine where records belong.



Testing

Test with Subset Data

• Cross-section of data (Open/Close Projects, Pending/Complete Records)

• Sequenced activities based on referenced information

• Example: Project>Contract>RFI

Test with all Data

• Full test in Stage (created all 114 projects)

• Migrated all data



Sequencing

Projects Add Project Identifier to Project Cross-walk

Validation

ContractsAdd Contract Record # to Project Crosswalk (PCM

Project = Unifier Contract)Validation Push to Vendor

Daily Reports

20K+ Records 8-10 hours to process

Validation

Meeting Minutes

Migrated to General Projects

Validation

RFI’s (Closed)

Validation Push to Vendor

RFI’s (Open)

Validation Push to Vendor

ETC



Go-Live

Production Ready Monday, May 18th

PCM and Unifier Shutdown Friday, May 8th



Final Stats



Lessons Learned

• Validate all data and scrub if possible• Finding missing/incorrect data

• Complete full test scripts• Missed a key configuration that affected permissions

• Effective Communication ensured Users understood how the migration would affect their work

• Complete as many records as possible before go-live (less manual work after)

• Strong Project Management throughout was the key to success• Change Management - Even though we were trying to do a straight

migration, the accountability features and roles in Unifier changed some jobs and expectations.



Questions?

Upcoming Training

3-Day P6 Professional (Fundamentals): Oct. 19th – 21st

2-Day P6 Professional (Advanced): Oct. 22nd – 23rd

[email protected]

Training Schedule Duration Price Location May June July Aug Sept Oct Nov Dec

Primavera P6 - Fundamentals 3 Days $1,495 Live + Online 11-13 15-17 13-15 17-19 14-16 19-21 16-18 14-16

Primavera P6 - Advanced 2 Days $1,095 Live + Online 14-15 18-19 16-17 20-21 17-18 22-23 19-20 17-18

To register, contact Chris Creech


http://www.ppmglobalservices.com/3---day-fundamentals1.html

http://www.ppmglobalservices.com/3---day-fundamentals-may-11---13.html

http://www.ppmglobalservices.com/3---day-fundamentals-june-15---17.html

http://www.ppmglobalservices.com/3---day-fundamentals-july-13---15.html

http://www.ppmglobalservices.com/3---day-fundamentals-august-17---19.html

http://www.ppmglobalservices.com/3---day-fundamentals-september-14---16.html

http://www.ppmglobalservices.com/3---day-fundamentals-october-19---21.html

http://www.ppmglobalservices.com/3---day-fundamentals-november-16---18.html

http://www.ppmglobalservices.com/3---day-fundamentals-december-14---16.html

http://www.ppmglobalservices.com/2---day-advanced1.html

http://www.ppmglobalservices.com/2---day-advanced-may-14---15.html

http://www.ppmglobalservices.com/2---day-advanced-june-18---19.html

http://www.ppmglobalservices.com/2---day-advanced-july-16---17.html

http://www.ppmglobalservices.com/2---day-advanced-aug-20---21.html

http://www.ppmglobalservices.com/2---day-advanced-september-17---18.html

http://www.ppmglobalservices.com/2---day-advanced-october-22---23.html

http://www.ppmglobalservices.com/2---day-advanced-november-19---20.html

http://www.ppmglobalservices.com/2---day-advanced-december-16---17.html

ppm global services, inc. · ppm global services, inc. office/fax: ... implemented primavera p6...

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