204310 use of unifier with primavera

Use of Unifier with Primavera
Presenter – Greg Macpherson - Co-Author – Ahmed Arif and Ba Dang
National Primavera & Unifier Practice ASG Group
gjmstleonards@yahoo.com

Background
Greg Macpherson, Ahmed Arif, Ba Dang – National Primavera/Unifier - ASG
ASG Group – $150M IT services organisation
Unifier – a very worthwhile new product from Oracle Primavera
Explore the realities of using P6 and Unifier now/future
Primavera P6 EPPM – strengths in scheduling, resources, risk and more
Unifier – strengths in contracts, workflow, real estate, facilities and more
There is a considerable amount of development going on with both
What are the opportunities, challenges and realities – now/future
Act now or wait?
Exploration

Oracle Primavera Unifier
The addition of Unifier presents some interesting opportunities for both
new and existing user of Primavera.
Improved integration (Cost, Schedule, Portfolio)
New applications – Real Estate, Capital Assets, Facilities
Workflow, audit functions, reporting and more
Exploration

Many organisations who want to use Unifier are already using Primavera P6
What are the implications of using both products
What are the benefits
What are the downsides
The future – speculation
What should I do

Unifier Application Sets
Need to consider what parts of Unifier to adopt, when and how they fit with P6
Quick overview of Unifier for those of you who have yet to see it
Capital Planning
Cost Control
Real Estate
Management
Facilities
Management
Project Delivery
Management

What is Unifier ?
Cloud based solution for managing projects and facilities
Particular emphasis on contracts, workflow, assets, real estate
Customers include many large organisations – Oil, Gas, Commercial
Available cloud based or on premise
Integrate Enterprise Systems , Finance, Asset Management, Supply
Combine with Primavera P6 EPPM for a complete life cycle
Long–range planning and delivery of programs and projects
Considerable overlap with Primavera P6
Unifier + P6

What is Unifier Workflow ?
Unifier offers a much improved and simplified workflow.
Easy to set up, manage
Oracle BPM/SOA in the future versions?
A must have to control business processes
Note that Workflow in P6 is still BPM

What is in Unifier Capital Planning?
Top-down and bottom-up views – plans and projects (P6 overlap)
Manage cash flow over the life of the project – (P6 overlap)
Multiple scenarios, linked to projects (P6 overlap)
New views of project/portfolios (P6 overlap)
Document management, dashboards, and reports ( P6 overlap)
Can be adopted now – but consider overlap with P6 EPPM

What is in Unifier Cost Control ? NEW
Easy to use tools to view, management control costs, cash flow, and funds.
Automation, flexibility, analyse complex cost control, cash flow, and funds analyses.
Configurable cost management – define your business process/workflow
One way integration from P6, cost and schedules in Unifier can be fully aligned
One of the outstanding benefits of Unifier
Strong case for early adoption – regardless of P6 interaction

What is Unifier Project Delivery Management?
Workflow/phase gate controls – Simple, easy to use
Integrates with P6, MS Project – Allows integration with non P6 schedules
Who did what/when – audit logs – Necessary for modern systems
Document management with version Control – overlap with P6
Communication and Collaboration
Consider when to use. NOW if eg MS Project is your planning/scheduling tool

What is Unifier Facilities Management? NEW
Significant new functionality
What properties/where – leased, owned
Metrics on costs, utilisation
Consistently collect, analyse, and report on facilities
A very strong case for early adoption if you are exposed to property

What is Unifier Real Estate Management? NEW
Meets specific requirements of Landlords and tenants
Manage site/property acquisitions, dispositions, lease renewals.
Evaluate alternative sites
Track/manage critical dates, Commission
Manage repairs and maintenance
Very strong case for early adoption if you have exposure to property

In-house or Cloud Deployment
Has been available as SaaS
Also consider in house or (e.g.) dedicated Amazon, Rackspace etc deployment
Note OBIEE in the diagram
Note no Webcenter in the diagram (yet)
Based on Unifier
9.11 Version

Primavera EPPM and Unifier Integration
Based on Unifier
9.11 Version

Unifier Public Cloud Deployment
Elastic Load
Balancer
M1-xLarge Ec2
Primavera Node 1
S
G
1
M1-xLarge Ec2
Primavera Node 2
S
G
2
Cust 1 - HA
Customer
Network via VPN
or Direct
Primavera web
app for mobile
WWW WWW
EBS
EBS
EBS
EBS
EBS
EBS
Backup
Snapshots to S3
Arch Logs
VPC
WWW access to
Primavera Web App
VPC Subnet 1 VPC Subnet 2
Cust 2 – Non-HA
Elastic Load
Balancer
M1-xLarge Ec2
Primavera Node 1
S
G
1
EBS
EBS
EBS
EBS
EBS
EBS
Backup
Snapshots to S3
Arch Logs
Pre-Baked AMI’s for
both Instances with
auto configuration
scripts
Security Groups act as
Firewalls
Required for public
DNS registration of
managed server
applications
99.95% Available target 95% Available target
Primavera / Unifier
Web App

Multi-Tenant vs Single Tenant
Current SaaS customers are within a Multi-Tenant environment
Customers moving to a Single Tenant Environment
Security Fixes and Enhancements related to Oracle Security compliance
Single tenant offers more control over performance

Plans Unifier 9.12 ( Planned 2013)
P6 Integration – Very important
PCM Integration – Not significant for our customers
Oracle Branding
Content Repository (CMIS, UCM and Sharepoint) – Unifier and P6 to use same
Red Stack Uptake
Spatial and Oracle Maps – replacing non Oracle with Oracle
AutoVue integration – Unifier and P6 to use same
Unified Workflow, Admin – speculation – Unifier workflow – extends to P6
Unifier Mobile - new functionality
Unified Reporting – Use Unifier simple interface to link into BI Publisher

Plans Red Stack (Planned 2013) – alignment with P6
Oracle HTTP Server 11gR2 as the HTTP Server
Oracle Weblogic 11g as the Application Server
Oracle JRockit 6 as the Java Virtual Machine
Oracle Enterprise Manager 11g/12c for system monitoring
Oracle Identity Manager 11g/R2 for User Management
Oracle Access Manager for Authentication
Oracle Enterprise Linux
Oracle Virtual Machine
Oracle Webcenter Content
Oracle UPK

P6 Integration + Unifier (Planned 2013)
Note the direction of integration flows
Future integrations bi-directional (Speculation)

Common Integration Platform (Planned 2013)
Primavera Gateway for P6 and Unifier
Integration to ERP, Supply , Asset systems
Oracle BI can retrieve data from different sources

Unified UI and Mobile (P6 + OPPM + Unifier)
Composite solution:P6, Unifier,& new functionality
Platform agnostic - Android, iPad, iPhone
Continue to offer Team Member Apps
You should see more of this at Collaborate 13

Oracle BI Integration (ERP+ Unifier+ P6)
BI Publisher is a “must have” for P6/Unifier users – reporting excellence
Draw data from where it is located – present “one truth” to users

As a current Primavera P6 user – what does Unifier mean for me?

Unifier presents some interesting opportunities for both new and
existing user of Primavera.
Explore opportunities now available with Unifer and Primavera
Existing P6 users – which product/which function delivers the result?
Existing P6 users – is the pain of adopting Unifier worth the cost?
New P6 users – build your systems to allow for Unifier now/future
Explore

Existing P6 users – which product/which function?
Using Contract Manager – can also use Unifier
Portfolio Management – can also use Unifier
BPM – still required in P6 – but Unifier Workflow much easier
Where we are, where we need to go – match with Unifier roadmap
Which Direction?

New P6 Users – architect for maximum benefit
Consider integration points – what links with what
Consider shared repositories – minimise duplication
Same versions of database, tools
Already seeing integration of mobile apps (Unifier, P6)
Will P6 become part of Unifier ? Speculation – likely – but when?
Systems Architecture

Existing P6 users – opportunities with Unifier
New applications are easiest to take on now
Contract Management - use Unifier if you don’t have PCM
Portfolio Management – P6 or Unifier – arguments for both
Applications

If you are using Primavera P6 now – then consider
Upgrade to latest P6
Use a document repository
Implement BI Publisher
Review your processes
Review your security
Review your data
Review your integrations

Upgrade to the latest Primavera P6
Oracle is doing a lot of development – Unifier and P6
Upgrading to the latest P6 (8.3) – lowest risk with Unifier
Weblogic – provides maximum flexibility
Integration tools – lowest risk with Unifier/other products
Latest Release

Use a document repository
Documents a key part of Projects and Contracts
P6 can use Webcenter/UCM, Sharepoint
Speculation that Unifier will use Webcenter/UCM
If P6 and Unifier use Webcenter/UCM but different repositories
at least you will be able to connect them in Webcenter/UCM

Implement BI Publisher
BI Publisher is the integrated reporting tool
Used by both Unifier and Primavera
Provides a common reporting tool
Able to access both Primavera and Unifier data

Review your processes
Unifier is a great platform for workflow
Are your P6 users using BPM ?
Good practice to document/formalise important processes
Provides a solid base for future integration with Unifier
Decision
Process

Review your security
Right now Unifier and P6 each have their own security
Review current P6 security (users, access, projects)
Align P6 security with Unifier security
Security

Review your data
#1 Problem of many Primavera P6 using organisations
Review/cleanse P6 data
Review – codes, calendars, projects , templates, resources,costs etc
Align P6 data with Unifier data
Cleanse
Data

Review your integrations
Both Primavera P6 and Unifier will potentially be integrated with other products
and applications - and with each other
Review current integrations with e.g. ERP, HR, Supply, Assets, Procurement,
Payroll to ensure maximum future flexibility
Align P6 integrations with Unifier integrations
Review

Do my best to answer now – but also happy to take questions via email
Greg Macpherson - National Primavera & Unifier Practice Manager
gjmstleonards@yahoo.com

Link / Resources / Ref
BI Publisher at oracle.com
http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html
Primavera EPPM at oracle.com
http://www.oracle.com/au/products/applications/primavera/overview/index.html
Unifier at oracle.com
http://docs.oracle.com/cd/E38376_01/index.htm
Pre-Built Integration for PPM at oracle.com
http://www.oracle.com/us/products/applications/primavera/042381.htm?ssSourceSiteId
=ocomau

204310 use of unifier with primavera

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