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

Oracle Projects Suite

Sales Financials

Resource Management
Funded Research / Work Facility / Construction Mgt Asset Management Research & Development Information Technology Marketing Other Internal Project Work Strategic Initiatives
Update Skills Match Resources Track Utilization

HCM Procurement Inventory Manufacturing Sales / Contracts Asset Management Document Repository CAD / Product

Project Management
Track Workplan Budget & Forecast Manage Change Manage Performance

Accounting
Secure Project Information
Track Effort/Costs Manage Contract/Billing Capitalize Assets Cross-Charge

Collaboration
Update Progress Resolve Issues Review Documents

Intelligence

Portfolio Planning
Built-In Enterprise Integration
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Project Initiatives/ Business Functions

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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Project Phases: Sourcing

Contract Projects CRM Systems
Capital Projects Indirect Projects Portfolio Management
Proposals Requests

Leads

Opptys

Proposals

Ongoing

Awarded Projects

Approved Projects

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Project Sourcing

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Project Sourcing for Contract Projects Sourced from Sales (CRM)

Lead
Sales Methodology

Proposal

Projects

Opportunity

Execution Projects

Select and use your methodology Identify and capture tasks to perform during sales cycle Sort tasks (priority, due date, status, etc.) Assess probability of win / loss for outstanding proposals Determine timing of projects Track weighted value of potential new contracts Capture all costs associated with proposals

Proposals

Combine opportunity pipeline with existing project backlog Pipeline Forecast macro-level resource requirements (e.g. labor) Gain full pipeline perspective for strategic planning purposes
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Project Planning

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Project Planning: Work Plans

Define Project Work Plans

Leverage enterprise
project templates

WBS Template

Approve

Publish and Version Workplans

Define deliverables Identify resources Streamline approval Baseline the workplan Publish to project team directional integration to Scheduling Tools

Deliverables Work Estimates

Create Workplan

Leverage bi-

Resources
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Project Planning: Work Plans

Work in Oracle or Work in Microsoft Excel or Primavera

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Project Planning: Scheduling

Integration
Ensure milestones/project deadlines are achieved

Schedule (Scope)

Ensure resources are not over allocated Ensure project is within its cost budget
Resources Costs

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Project Planning: Scheduling Integration

1 Slide with Diagram/Words

Bi-Directional PROJECT WBS TASK DATES

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Project Planning: Microsoft Project Integration

1 Slide with Diagram/Words and Screenshot/s MSP

integration

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Project Execution and Close-Out

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Project Execution: Team Members Project Collaboration

Project Team
(Internal & External)

Assigned Tasks Upcoming Tasks Open Issues In-process Changes Share Documents Open Notifications Enter Time & Expenses

Update Progress

Resolve Issues

Common Project Repository

Documents

Charge Time/Expense

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Project Execution: Team Members

Time and Expense Entry

OTL, iExpenses & Mobile

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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 Reporting

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Project Reporting - Evolution 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

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Project Reporting
Project Performance Reporting
Exceptions

Define, view and investigate

exceptions to project performance Review project performance
Cost, Profitability Resource usage Delivery dates By WBS, RBS View periodic information Insightful graphs and drills

Earned Value

Project Costs

Measure performance based

on Earned Value Review invoices and revenue

Resources and dates

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Project Reporting: Project Performance Project Manager Review

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Project Reporting: Project Performance

PM Review in Microsoft Excel

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Project Reporting: Management Reporting Project Analytics: OBIEE

ANALYSIS & METRICS
Agreement Amount Baseline Amount Allocated Amount Original Cost Budget Current Cost Budget

BENEFITS More timely, informed decisions at all levels of the Project organization

Funding and Budgets

Original Revenue Budget Current Revenue Budget Forecast Cost Budget Forecast Revenue Budget ITD, QTD, YTD Metrics People Cost People Efforts Billable Cost Non-Billable Cost ITD, QTD, YTD Metrics # of Approved Invoices Retention Billed Retention Withheld Write-off Amount ITD, QTD, YTD Metrics Margin Change Cost Variance Forecast Cost Variance ETC Burdened Cost ETC Revenue

Project Cost
Burdened Cost Burden Cost Raw Cost Equipment Cost Equipment Efforts Revenue Amount Revenue Quantity Unbilled Receivables Unearned Revenue Invoiced Amount Margin Margin-ITD Margin Percent Margin Percent -ITD Forecast Margin

Control Project costs before they impact Project profitability

Maximize cash flow with better insight into payables, commitments and billings

Project Revenue and Billing

Control the risk of overall project portfolio

Control the budgets and Improve the profitability Identify at-risk projects and initiate corrective actions Empower project team with the ability to manage projects better
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Project Profitability

New Features in R12

Project Reporting

Project Management

Project Analytics Federal Financials Analytics

Resource Management

Planning Enhancements
Project Portfolio Analysis

Improved Searches Date Validations & Defaults Streamlined Navigation

Project Costing

P6 Integration MSP Integration Enhancements

Project Management
Project Resource Management

Supplier Cost Dashboard

Self Services Expenditure Inquiry Performance Reporting Setup Audit

Project Collaboration

Global Project Repository Project Costing Project Billing Project Contracts

Integrated Services Procurement

Supplier Payment Controls

E&C Deduction Processing Project Security in Oracle Purchasing
Project ProjectBilling Billing

Reporting Performance Improvements

Enterprise and Project Insight

Program APIs

Personalized Role-Based Views Project Foundation

Prepayment Receipt Application

Enhanced Change Management

iSetup/R12 Diagnostics

Effective Date Funds Consumption

UI Improvements
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Oracle Primavera P6 EPPM

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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 Solution

Managing the Complete Project Lifecycle

P6 Analytics / P6 ERD / BI / Reporting Business Process Management Risk Analysis

Quantitative Risk Analysis Quantitative Risk Management

Contract Management
Change Management Contract Management Claim Management Issue Management

P6
Project Management Risk Management Project Scheduling Resource Management

Portfolio Management
Propose, Prioritize & Select Initiatives Review, Track & Adjust Portfolio

Oracle Universal Content Management

(or other content management system)

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

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Primavera P6 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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Enterprise Project Portfolio Management

Summary Challenge

Difficult to determine whether we can take on new work Projects get authorized without appropriate governance and approvals Costs are not synched between accounting and project management systems Project initiation workflow Scenarios for portfolio what-if analysis Enterprise Reporting Database Integration with ERP Easily prioritize projects to create and deliver a resource-optimized, riskadjusted portfolio Track and communicate project and portfolio performance from a single source of truth across the enterprise. Absolute alignment between strategy, execution, and results

Solution

Benefits

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Project Portfolio Management

Companies utilizing project portfolio management can expect a 78% decrease in redundant projects. -- IDC, industry analyst firm
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Project Portfolio Management

Summary Challenge

Lack of alignment of projects and resources to the business Inconsistent project decisions Inability to respond quickly to changing priorities and incoming demand Configurable project scoring, weighting and portfolio waterlining Interactive Gantt chart and resource capacity planning Dashboards 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

Solution

Benefits

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Project Management

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Project Management
Summary Challenge

Cant predictability forecast cost and schedule for all projects Slow to identify and resolve problems Inconsistent and inaccurate communication of project performance Methodologies Critical-path method scheduling Interactive Gantt Chart Configurable views and role-based project management dashboards Consistently plan, execute and deliver all projects large and small on time and within budget Quickly identify the root cause of problems, adjust plans and immediately assess the impact Easily evaluate alternatives to find better, faster, cheaper ways to deliver projects and programs
Reduced construction times by approximately 40%, saving millions of dollars annually
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Solution

Benefits

Progress Reporting
Summary
Challenge
Poor understanding of project status Inaccurate reporting of time against projects Inadequate bi-directional communication between teams and stakeholders Unrealistic estimate to complete and early warning indicators Customizable dashboards Updates by activity spreadsheet Progress Spotlight Timesheets Optional activity and timesheet approval process

Solution

Benefits
Teams are more accountable for achieving milestones Track, capture, and analyze the time team members spend on project-based work Gather status from those closest to the work and with first-hand details Proactive communication of accurate status so there are no surprises

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Up To Date Project Status

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Resource Management
Effective matching of the right skills to projects enables companies to cut project completion times by 10% to 40% and overall resource requirements by 24% to 40%. -- from a study by Projects at Work magazine
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Resource Management
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 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

Benefits

Savings of US$21 million per year, with US$3 million coming from manpower reduction; 7% reduction in shutdown duration
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Cost Management

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Cost Management
Summary Challenge

Projects consistently over budget Difficult to reconcile high-level budgets with project actuals Unable to report cost and schedule variances, and estimates to complete Cost-loaded schedules and baselines Estimate to Complete Earned Value Management (EVMS) Integration with ERP for capturing actual costs Bottom-up actual reconciliation with top-down budgets Establish high-level budgets and refine as projects are planned in detail Early warning signs of projects going over budget with EVMS KPIs One version of the truth
Increased project success rates and aligned IT with the business amid huge IT budget cuts
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Solution

Benefits

Risk and Issue Management

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Risk and Issue Management

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

$1.3M saved by eliminating manual data entry; 88% reduction in time to report and resolve issues; Expect additional savings of $70M
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Pulling It All Together: Collaboration

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Collaboration
Summary

Challenge

No one seems to know what the other team members are doing Decisions are constantly escalated to management when they could be made at lower levels Project workspace and portlets Activity feedback between team members and project management Notebooks UCM integration Unite project teams and stakeholders through collaboration and strong feedback methods Team members have access to the most up-to-date project information and schedules, eliminating communication gaps that cause project delays Facilitate team-based collaboration to improve decision-making, streamline project coordination and improve team efficiency Standardize on Primavera across 165 offices in 30 countries; Improve collaboration between design and construction staff and subcontractors
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Solution

Benefits

Oracle Fusion

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Project Partners Overview

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Project Partners Overview

Founded in 1997 by former chief architect of Oracle Projects World leader in delivering Oracle applications to project-driven firms 15 year record of service excellence to 300+ clients Collaborative, team approach delivers best of many options for the best fit to a clients specific business process. Global delivery network provides consistent delivery Experienced team of former senior Oracle personnel from consulting, development, support, marketing and sales, and veteran end users of the E-Business Suite and Primavera applications

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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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For More Information

www.projectp.com Project Partners, LLC

Phone: 650.712.6202
Email: rfeldscher@projectp.com

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