using bpm to automate project workflows with primavera

Primavera Highlights During COLLABORATE Primavera Key Note: Making the Most of Your Oracle Primavera Investment Dick Faris, Primavera Co-Founder & Oracle Senior Vice President Tues 9:15 am Room 102B Overview and Roadmap of Primavera Contract Management Mon 2:30pm Room 101B Oracle Primavera Enterprise Project Portfolio Management Roadmap Tues 10:30am Room 102B Oracle Primavera Executive Q&A Session Weds 4:00pm Room 102B OPSIG Welcome and Membership Meeting Weds 5:00pm Room 102B OPSIG Kiosk Booth #230 –meet the OPSIG Board and join. Membership is FREE! Oracle Primavera One-On-One Support Clinic. Sign up at the Primavera Pavilion to schedule your session. More Primavera Education, Collaboration, and Participation at www.PrimaveraSIG.com! All COLLABORATE content will be available at www.primaveraSIG.com beginning May 1st.

www.PrimaveraSIG.com

Oracle Primavera Special Interest Group

http://www.primaverasig.com/

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Using BPM to Automate Project Workflows with Primavera

Brian Saldutti, Oracle Primavera Product StrategyJamie Straub, Oracle Primavera Sales Consulting


The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.


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Agenda

• Introduction

• Integration of BPM & PPM

• Real world applications

• Demonstration examples


Source: “Leading in Times of Transition: The 2010 CIO Agenda”, Gartner, January 2010

Executive PriorityImprove business processes

© 2011 Oracle Corporation – Proprietary and Confidential

• Services Oriented Architecture (SOA)• Event-enabled• Expanded Web Services in P6 r8

• Integration to Oracle Unified BPM 11g• Complete, graphical workflow• Forms• Mobility

• Enables end-to-end business process integration

• Process participants can perform all actions from within P6• Launch. Act Upon. Monitor

BPM Foundation

BPM Suite 11BPM Suite 11gg

Introducing the Best in Process AutomationIntegration of P6 with Oracle BPM Suite


• Camico mutual insurance company reduced policy issuance time by 90%

• JP MorganChase automated risk management decreasing processing time by 79%

• USMEPCOM Field recruitment queries reduced from up to 3 days to under 30 seconds

• Costco improved relationships with key vendors with exact status of any invoice

Proven and Trusted BPM Capabilities

• Intercall increased competitive differentiation trough agile process foundation

• Comcast can now provide new services in weeks instead of months


New Workflow Capabilities for PrimaveraThe new face of Primavera is…anything you want it to be.


New Workflow Capabilities for PrimaveraStandards-based (BPMN/BPEL) orchestration within unified IDE


New Workflow Capabilities for PrimaveraConditional business rules that scale from simple to complex


New Workflow Capabilities for PrimaveraAdapt to complicated processes without complex rules


New Workflow Capabilities for PrimaveraBusiness user configurations without requiring developer skills


New Workflow Capabilities for PrimaveraCapture and reuse best practices in business catalog


New Workflow Capabilities for PrimaveraFull process participation from within P6


New Workflow Capabilities for PrimaveraAnalyze processes for continuous improvement


PPM Business Process Automation Notification and exception handling

• If a new activity has been added• If project status changes• If project code value changes• If certain metric’s value changes by more than x% • If project baseline has been changed• If a resource on resource team XYZ should become over

allocated• If activity feedback is added• If a key milestone’s target date is within X weeks


PPM Business Process AutomationStreamlining and extending P6-specific processes

• Request and grant P6 user access• Staff resources for project assignments• Perform tollgate milestone review• Escalate issue to management• Release risk contingency• Accept scope change for schedule re-baseline• Collect tentative progress updates from field• Closeout and archive completed project• Initiate new project proposal


PPM Business Process AutomationReal-world processes span applications

End-to-end Business Process

Enterprise Infrastructure

Customer Relationship Management

Sales and Marketing

Project

Planning ManufacturingInventory & Logistics Finance & HR

SFA Prodict LMS

Inv MGMT

B2BPPM

ERP.

SCMproductinfo.

MES

DB ERPCRM

BPM models, simulates, executes, manages, monitors, & optimizes those Business Processes.


PPM Business Process AutomationReal-world processes span applications

• Procurement • Supply chain application triggers workflow when delivery date slips

and should be reflected within P6 schedule.

• IT Service Management• Critical IT incident captured within help desk application spawns new

P6 project activities and resource assignments.

• Asset Management• Equipment failure noted within work order system suggests re-

prioritization of schedule sequence within P6.

• Human Resources• Newly hired project lead granted access to P6 by completing on-

boarding process guide.


Example

Project Initiation Business Processes

01 - Submit Proposal

Daniel Decker, a business user, submits proposal.


Step 3


Step 4


Step 9


Step 11


Step 13

02 - Project Office Review

Emilia Edwards, a PMO user, reviews proposal.


Step 4


Step 5


Step 13


Tracking Processes in ‘My Workflows’

© 2010 Oracle Corporation

03 - Capacity Analysis

Gilma Green, a resource manager user, considers capacity.


Step 2


Step 3


Step 4


Step 16


Step 18


Step 28


Step 12


Step 31


Step 32


Step 34

04 - Portfolio Executive Review

Hector Hopkins, an executive user, authorizes project.


Step 2


Step 10


Step 14


Step 15


Step 17

05 - Project Manager Notification

Aletta Adams, a PM, accepts new project assignment.


Step 3


Step 4


Step 6


Step 7


Step 9


Step 14


Example

Milestone Review


Summary

• Define & refine PPM business processes• Simplify cumbersome work• Reduce complexity• Remove adoption barriers to include entire project team• Standards-based, not proprietary• Regulatory compliance• Govern the way projects are proposed, prioritized, and

delivered

Primavera Highlights During COLLABORATE Primavera Key Note: Making the Most of Your Oracle Primavera Investment Dick Faris, Primavera Co-Founder & Oracle Senior Vice President Tues 9:15 am Room 102B Overview and Roadmap of Primavera Contract Management Mon 2:30pm Room 101B Oracle Primavera Enterprise Project Portfolio Management Roadmap Tues 10:30am Room 102B Oracle Primavera Executive Q&A Session Weds 4:00pm Room 102B OPSIG Welcome and Membership Meeting Weds 5:00pm Room 102B OPSIG Kiosk Booth #230 –meet the OPSIG Board and join. Membership is FREE! Oracle Primavera One-On-One Support Clinic. Sign up at the Primavera Pavilion to schedule your session. More Primavera Education, Collaboration, and Participation at www.PrimaveraSIG.com! All COLLABORATE content will be available at www.primaveraSIG.com beginning May 1st.

www.PrimaveraSIG.com

Oracle Primavera Special Interest Group

http://www.primaverasig.com/

using bpm to automate project workflows with primavera

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