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Project Selection, Activation, and Measurement.
With Oracle Primavera Portfolio Management
Prepared by:
Troy Wyatt
Chief Delivery Officer
Volantic, Inc.
Oracle Primavera Portfolio Management
Ideation to Value
Session ID#: 15414
It all Starts with the right
Alignment
From Ideation to Value
Volan&c	
  specialize	
  in	
  the	
  technology	
  and	
  delivery	
  of	
  the	
  Oracle	
  Business	
  
Applica&ons	
  and	
  solu&ons.	
  	
  
	
  
Founded	
  in	
  2006	
  Volan&c	
  works	
  with	
  clients,	
  partners	
  and	
  Oracle	
  to	
  deliver	
  world-­‐
class	
  solu&ons.	
  
	
  
Volan&c	
  was	
  created	
  to	
  provide	
  corporate	
  customers	
  with	
  the	
  highest	
  quality	
  
Technology	
  Management	
  Solu&ons.	
  	
  
	
  
Our	
  focus	
  is	
  on	
  designing	
  and	
  managing	
  the	
  corporate	
  informa&on	
  infrastructure,	
  
providing	
  measurable	
  repor&ng,	
  improved	
  processes	
  and	
  crea&ng	
  repeatable	
  
procedure	
  controls.	
  
Volan&c,	
  Inc.	
  
Introduc&ons:	
  
The Invisible PMO
Having	
   spent	
   the	
   major	
   por&on	
   of	
   his	
   career	
   working	
   for	
   large	
  
technology	
   companies	
   such	
   as	
   Western	
   Digital,	
   ICL,	
   Thomas	
   Brothers	
  
Maps,	
   Ricoh	
   Electronics	
   and	
   Lantronix,	
   Troy	
   also	
   has	
   15	
   years	
   of	
  
consul&ng	
   experience	
   in	
   the	
   Healthcare,	
   U&li&es,	
   Manufacturing,	
  
Banking	
  and	
  Entertainment	
  industries,	
  with	
  a	
  focus	
  on	
  Analy&cs,	
  Project	
  
Management	
  and	
  Process	
  re-­‐engineering.	
  
	
  
Troy	
   has	
   launched	
   two	
   start-­‐up	
   companies	
   in	
   the	
   Management	
  
Consul&ng	
  services	
  and	
  online	
  Collabora&on	
  industries	
  and	
  later	
  founded	
  
Volan&c	
  a	
  successful	
  bou&que	
  consul&ng	
  prac&ce	
  focused	
  on	
  providing	
  
strategic	
   consul&ng,	
   opera&onal,	
   management	
   and	
   implementa&on	
  
services	
   necessary	
   for	
   high	
   growth	
   companies	
   to	
   accelerate	
   Oracle	
  
applica&on	
  implementa&on	
  strategies.	
  
Troy	
   WyaX	
   is	
   responsible	
   for	
   leveraging	
   advanced	
   technology,	
  
architecture	
   design,	
   and	
   driving	
   the	
   future	
   of	
   Volan&c’s	
   products	
   and	
  
services.	
   Troy	
   has	
   over	
   25	
   years	
   experience	
   in	
   the	
   Informa&on	
  
Technology	
  Industry.	
  
	
  
His	
   experience	
   includes	
   project	
   management,	
   process	
   design	
   and	
  
implementa&on,	
   methodology,	
   network	
   infrastructure,	
   senior	
  
management,	
  budge&ng	
  and	
  business	
  analysis.	
  
Oracle	
  OPPM	
  in	
  the	
  Enterprise	
  
	
  
The	
  Process	
  of	
  Idea&on	
  
	
  
The	
  Process	
  of	
  Selec&on	
  
	
  
The	
  Process	
  of	
  Measurement	
  
	
  
Measuring	
  your	
  PorZolio	
  for	
  Value	
  
	
  
The	
  Road	
  Map	
  to	
  Success	
  
	
  
Lessons	
  Learned…	
  
How	
  Is	
  it	
  used	
  in	
  the	
  real	
  world?	
  
	
  
Conclusion	
  
	
  
Q&A	
  Session	
  
Session	
  Agenda:	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
Should, Could, Need, Have to!
PROJECT	
  DEMAND	
  
IDEATION	
  
The Integrated PMO
If	
  Everything	
  was	
  connected….	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
Project Criteria
How	
  Are	
  Projects	
  Selected	
  and	
  Completed	
  Today?	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
What’s the Big Idea?
The	
  Process	
  of	
  Idea&on	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
Not all Ideas are Projects!
Idea	
  
Request	
  
Idea	
  
Charter	
  
Idea	
  
Submission	
  
The Workflow behind Project Ideation
Idea	
   •  Project	
  Sponsor	
  Completes	
  the	
  Idea	
  Submission	
  
Submission	
  
Review	
  
•  Idea	
  Type	
  is	
  determined	
  by	
  the	
  PMO	
  
A:	
  Strategic	
  
B:	
  Tac&cal	
  
C:	
  Rou&ne	
  
•  Idea	
  Classifica&on	
  Approval	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
■  Ideas percolate. Through value
selection, the best ones survive.
The	
  Process	
  of	
  Selec&on	
  
	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
Our Actions are Resolute
	
  
•  Priori&es	
  will	
  align,	
  enable	
  and	
  help	
  define	
  organiza&on’s	
  overall	
  strategy.	
  This	
  alignment	
  
will	
  be	
  achieved	
  through	
  a	
  formal,	
  process	
  that	
  will	
  priori&ze	
  the	
  project	
  porZolio	
  and	
  
investment	
  strategy	
  
•  All	
  teams	
  will	
  support	
  our	
  shared	
  success	
  by	
  helping	
  one	
  another,	
  promo&ng	
  collabora&on,	
  
compliance,	
  and	
  sharing	
  of	
  knowledge	
  and	
  data;	
  All	
  assets,	
  including	
  staff	
  and	
  data,	
  are	
  
organiza&onal	
  assets	
  and	
  should	
  be	
  shared,	
  deployed	
  and	
  enhanced	
  
•  Project	
  Teams	
  will	
  follow	
  best	
  prac&ces	
  and	
  standards	
  to	
  manage	
  informa&on	
  systems	
  and	
  
technology	
  
•  Projects	
  will	
  leverage	
  commercially	
  viable	
  solu&ons	
  when	
  available	
  for	
  efficiency	
  and	
  
economy;	
  Our	
  rule	
  of	
  thumb	
  for	
  system	
  acquisi&on	
  is:	
  “Reuse	
  before	
  we	
  buy,	
  buy	
  before	
  we	
  
build”.	
  	
  We	
  will	
  engage	
  industry	
  /	
  academic	
  alliances	
  to	
  access	
  innova&ons	
  and	
  available	
  
infrastructure	
  
•  The	
  PMO’s	
  approach	
  and	
  technology	
  solu&ons	
  will	
  aim	
  at	
  managing	
  and	
  mi&ga&ng	
  risks	
  and	
  
achieving	
  predictable	
  outcomes	
  	
  
•  We	
  will	
  manage	
  data	
  as	
  a	
  shared	
  asset	
  and	
  adopt	
  data	
  standard	
  guidelines	
  as	
  a	
  means	
  to	
  
enhance	
  our	
  produc&on	
  of	
  intellectual	
  property	
  and	
  to	
  take	
  advantage	
  of	
  the	
  collabora&on	
  
and	
  convergence	
  between	
  its	
  business	
  units	
  and	
  partner	
  ins&tu&ons	
  
•  Selected	
  project	
  ini&a&ves	
  will	
  have	
  defined	
  and	
  measureable	
  objec&ves,	
  which	
  will	
  include:	
  
level	
  of	
  contribu&on	
  to	
  the	
  business	
  goals,	
  opera&onal	
  effec&veness,	
  and	
  strategic	
  
alignment	
  
The	
  Process	
  of	
  Selec&on	
  
	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
What are we going to do?
Project	
  Ac&va&on	
  
Rou&ne	
  
Strategic	
  
Tac&cal	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
“Every line is the perfect length if you
don't measure it.”
PROJECT	
  DEMAND	
  
IDEATION	
  
What’s the Big Idea?
Project	
  Management	
  Measurement	
  
Time	
  
Cost	
  
Quality	
  
Process	
  
Alignment	
  
Stakeholder	
  
Sa&sfac&on	
  
Return	
  of	
  
Value	
  
Project	
  Measurement	
  
Objec&ves	
  
Met	
  
Scope	
  
Delivered	
  
Stakeholder	
  
Sa&sfac&on	
  
Repeatable	
  
Value	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
Plan, Produce, Repeat.
PROJECT	
  DEMAND	
  
IDEATION	
  
Were on a road to everywhere!
The	
  Road	
  Ahead	
  
	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
Plan, Produce, Repeat.
The	
  Road	
  Map	
  to	
  Success	
  
	
  
§  Communica&on	
  and	
  Leadership	
  
§  Fit	
  Gap	
  
§  Process	
  Architecture	
  
§  ERP	
  Alignment	
  
§  Governance	
  
§  Repor&ng	
  
§  Maturity	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
Plan, Produce, Repeat.
Governance	
  
Inclusivity	
  
Predictability	
  
Op&miza&on	
  
Lessons	
  Learned	
  
	
  
PROJECT	
  DEMAND	
  
IDEATION	
  
Your most valuable asset
Volantic Consulting Services
Strategic
Consulting
•  Assessments
•  Requirements
•  Roadmap
Training
•  On site
•  Virtual
•  On Demand
Implementation
•  Processes
Optimization
•  Change
Management
•  Installation
Technical	
  
•  Integra&on	
  
•  Cloud	
  
Management	
  
•  Custom	
  Apps	
  
	
  
We see the world in three colors, Black White and Oracle®
Questions?
Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app

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Project selection, activation and measurement with oppm - Oracle Primavera Collaborate 14

  • 1. REMINDER Check in on the COLLABORATE mobile app Project Selection, Activation, and Measurement. With Oracle Primavera Portfolio Management Prepared by: Troy Wyatt Chief Delivery Officer Volantic, Inc. Oracle Primavera Portfolio Management Ideation to Value Session ID#: 15414
  • 2. It all Starts with the right Alignment From Ideation to Value
  • 3. Volan&c  specialize  in  the  technology  and  delivery  of  the  Oracle  Business   Applica&ons  and  solu&ons.       Founded  in  2006  Volan&c  works  with  clients,  partners  and  Oracle  to  deliver  world-­‐ class  solu&ons.     Volan&c  was  created  to  provide  corporate  customers  with  the  highest  quality   Technology  Management  Solu&ons.       Our  focus  is  on  designing  and  managing  the  corporate  informa&on  infrastructure,   providing  measurable  repor&ng,  improved  processes  and  crea&ng  repeatable   procedure  controls.   Volan&c,  Inc.  
  • 5. Having   spent   the   major   por&on   of   his   career   working   for   large   technology   companies   such   as   Western   Digital,   ICL,   Thomas   Brothers   Maps,   Ricoh   Electronics   and   Lantronix,   Troy   also   has   15   years   of   consul&ng   experience   in   the   Healthcare,   U&li&es,   Manufacturing,   Banking  and  Entertainment  industries,  with  a  focus  on  Analy&cs,  Project   Management  and  Process  re-­‐engineering.     Troy   has   launched   two   start-­‐up   companies   in   the   Management   Consul&ng  services  and  online  Collabora&on  industries  and  later  founded   Volan&c  a  successful  bou&que  consul&ng  prac&ce  focused  on  providing   strategic   consul&ng,   opera&onal,   management   and   implementa&on   services   necessary   for   high   growth   companies   to   accelerate   Oracle   applica&on  implementa&on  strategies.   Troy   WyaX   is   responsible   for   leveraging   advanced   technology,   architecture   design,   and   driving   the   future   of   Volan&c’s   products   and   services.   Troy   has   over   25   years   experience   in   the   Informa&on   Technology  Industry.     His   experience   includes   project   management,   process   design   and   implementa&on,   methodology,   network   infrastructure,   senior   management,  budge&ng  and  business  analysis.  
  • 6. Oracle  OPPM  in  the  Enterprise     The  Process  of  Idea&on     The  Process  of  Selec&on     The  Process  of  Measurement     Measuring  your  PorZolio  for  Value     The  Road  Map  to  Success     Lessons  Learned…   How  Is  it  used  in  the  real  world?     Conclusion     Q&A  Session   Session  Agenda:  
  • 7. PROJECT  DEMAND   IDEATION   Should, Could, Need, Have to!
  • 8. PROJECT  DEMAND   IDEATION   The Integrated PMO If  Everything  was  connected….  
  • 9. PROJECT  DEMAND   IDEATION   Project Criteria How  Are  Projects  Selected  and  Completed  Today?  
  • 10. PROJECT  DEMAND   IDEATION   What’s the Big Idea? The  Process  of  Idea&on  
  • 11. PROJECT  DEMAND   IDEATION   Not all Ideas are Projects! Idea   Request   Idea   Charter   Idea   Submission  
  • 12. The Workflow behind Project Ideation Idea   •  Project  Sponsor  Completes  the  Idea  Submission   Submission   Review   •  Idea  Type  is  determined  by  the  PMO   A:  Strategic   B:  Tac&cal   C:  Rou&ne   •  Idea  Classifica&on  Approval  
  • 13. PROJECT  DEMAND   IDEATION   ■  Ideas percolate. Through value selection, the best ones survive. The  Process  of  Selec&on    
  • 14. PROJECT  DEMAND   IDEATION   Our Actions are Resolute   •  Priori&es  will  align,  enable  and  help  define  organiza&on’s  overall  strategy.  This  alignment   will  be  achieved  through  a  formal,  process  that  will  priori&ze  the  project  porZolio  and   investment  strategy   •  All  teams  will  support  our  shared  success  by  helping  one  another,  promo&ng  collabora&on,   compliance,  and  sharing  of  knowledge  and  data;  All  assets,  including  staff  and  data,  are   organiza&onal  assets  and  should  be  shared,  deployed  and  enhanced   •  Project  Teams  will  follow  best  prac&ces  and  standards  to  manage  informa&on  systems  and   technology   •  Projects  will  leverage  commercially  viable  solu&ons  when  available  for  efficiency  and   economy;  Our  rule  of  thumb  for  system  acquisi&on  is:  “Reuse  before  we  buy,  buy  before  we   build”.    We  will  engage  industry  /  academic  alliances  to  access  innova&ons  and  available   infrastructure   •  The  PMO’s  approach  and  technology  solu&ons  will  aim  at  managing  and  mi&ga&ng  risks  and   achieving  predictable  outcomes     •  We  will  manage  data  as  a  shared  asset  and  adopt  data  standard  guidelines  as  a  means  to   enhance  our  produc&on  of  intellectual  property  and  to  take  advantage  of  the  collabora&on   and  convergence  between  its  business  units  and  partner  ins&tu&ons   •  Selected  project  ini&a&ves  will  have  defined  and  measureable  objec&ves,  which  will  include:   level  of  contribu&on  to  the  business  goals,  opera&onal  effec&veness,  and  strategic   alignment   The  Process  of  Selec&on    
  • 15. PROJECT  DEMAND   IDEATION   What are we going to do? Project  Ac&va&on   Rou&ne   Strategic   Tac&cal  
  • 16. PROJECT  DEMAND   IDEATION   “Every line is the perfect length if you don't measure it.”
  • 17. PROJECT  DEMAND   IDEATION   What’s the Big Idea? Project  Management  Measurement   Time   Cost   Quality   Process   Alignment   Stakeholder   Sa&sfac&on   Return  of   Value   Project  Measurement   Objec&ves   Met   Scope   Delivered   Stakeholder   Sa&sfac&on   Repeatable   Value  
  • 18. PROJECT  DEMAND   IDEATION   Plan, Produce, Repeat.
  • 19. PROJECT  DEMAND   IDEATION   Were on a road to everywhere! The  Road  Ahead    
  • 20. PROJECT  DEMAND   IDEATION   Plan, Produce, Repeat. The  Road  Map  to  Success     §  Communica&on  and  Leadership   §  Fit  Gap   §  Process  Architecture   §  ERP  Alignment   §  Governance   §  Repor&ng   §  Maturity  
  • 21. PROJECT  DEMAND   IDEATION   Plan, Produce, Repeat. Governance   Inclusivity   Predictability   Op&miza&on   Lessons  Learned    
  • 22. PROJECT  DEMAND   IDEATION   Your most valuable asset
  • 23. Volantic Consulting Services Strategic Consulting •  Assessments •  Requirements •  Roadmap Training •  On site •  Virtual •  On Demand Implementation •  Processes Optimization •  Change Management •  Installation Technical   •  Integra&on   •  Cloud   Management   •  Custom  Apps     We see the world in three colors, Black White and Oracle®
  • 25. Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app