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Primavera Highlights During COLLABORATE
 Primavera Key Note: Making the Most of Your Oracle Primavera Investment
Dick Far...
2© 2011 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Using BPM to Automate Project Workflows with Primavera
Brian Saldutti, Oracle Primavera Product Stra...
4© 2011 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general
product directi...
5© 2011 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Agenda
• Introduction
• Integration of BPM...
6
© 2011 Oracle Corporation – Proprietary and Confidential
Source: “Leading in Times of Transition: The 2010 CIO Agenda”, ...
© 2011 Oracle Corporation – Proprietary and Confidential
• Services Oriented Architecture (SOA)
• Event-enabled
• Expanded...
© 2011 Oracle Corporation – Proprietary and Confidential
• Camico mutual insurance company reduced policy
issuance time by...
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
The new face of Primavera...
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Standards-based (BPMN/BPE...
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Conditional business rule...
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Adapt to complicated proc...
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Business user configurati...
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Capture and reuse best pr...
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Full process participatio...
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Analyze processes for con...
17
© 2011 Oracle Corporation – Proprietary and Confidential
PPM Business Process Automation
Notification and exception han...
18
© 2011 Oracle Corporation – Proprietary and Confidential
PPM Business Process Automation
Streamlining and extending P6-...
19
© 2011 Oracle Corporation – Proprietary and Confidential
PPM Business Process Automation
Real-world processes span appl...
20
© 2011 Oracle Corporation – Proprietary and Confidential
PPM Business Process Automation
Real-world processes span appl...
21© 2011 Oracle Corporation – Proprietary and Confidential
Example
Project Initiation Business Processes
01 - Submit Proposal
Daniel Decker, a business user, submits proposal.
01 - Submit Proposal
Step 3
01 - Submit Proposal
Step 4
01 - Submit Proposal
Step 9
01 - Submit Proposal
Step 11
01 - Submit Proposal
Step 13
02 - Project Office Review
Emilia Edwards, a PMO user, reviews proposal.
02 - Project Office Review
Step 4
02 - Project Office Review
Step 5
02 - Project Office Review
Step 13
© 2011 Oracle Corporation – Proprietary and Confidential
Tracking Processes in ‘My Workflows’
© 2010 Oracle Corporation
03 - Capacity Analysis
Gilma Green, a resource manager user, considers capacity.
03 - Capacity Analysis
Step 2
03 - Capacity Analysis
Step 3
03 - Capacity Analysis
Step 4
03 - Capacity Analysis
Step 16
03 - Capacity Analysis
Step 18
03 - Capacity Analysis
Step 28
03 - Capacity Analysis
Step 12
03 - Capacity Analysis
Step 31
03 - Capacity Analysis
Step 32
03 - Capacity Analysis
Step 34
04 - Portfolio Executive Review
Hector Hopkins, an executive user, authorizes project.
04 - Portfolio Executive Review
Step 2
04 - Portfolio Executive Review
Step 10
04 - Portfolio Executive Review
Step 14
04 - Portfolio Executive Review
Step 15
04 - Portfolio Executive Review
Step 17
05 - Project Manager Notification
Aletta Adams, a PM, accepts new project assignment.
05 - Project Manager Notification
Step 3
05 - Project Manager Notification
Step 4
05 - Project Manager Notification
Step 6
05 - Project Manager Notification
Step 7
05 - Project Manager Notification
Step 9
05 - Project Manager Notification
Step 14
57© 2011 Oracle Corporation – Proprietary and Confidential
Example
Milestone Review
© 2011 Oracle Corporation – Proprietary and Confidential
© 2011 Oracle Corporation – Proprietary and Confidential
© 2011 Oracle Corporation – Proprietary and Confidential
© 2011 Oracle Corporation – Proprietary and Confidential
© 2011 Oracle Corporation – Proprietary and Confidential
© 2011 Oracle Corporation – Proprietary and Confidential
© 2011 Oracle Corporation – Proprietary and Confidential
Summary
• Define & refine PPM business processes
• Simplify cumbe...
65© 2011 Oracle Corporation – Proprietary and Confidential
Primavera Highlights During COLLABORATE
 Primavera Key Note: Making the Most of Your Oracle Primavera Investment
Dick Far...
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Using bpm to automate project workflows with primavera

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Using bpm to automate project workflows with primavera

  1. 1. 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
  2. 2. 2© 2011 Oracle Corporation – Proprietary and Confidential
  3. 3. <Insert Picture Here> Using BPM to Automate Project Workflows with Primavera Brian Saldutti, Oracle Primavera Product Strategy Jamie Straub, Oracle Primavera Sales Consulting
  4. 4. 4© 2011 Oracle Corporation – Proprietary and Confidential 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.
  5. 5. 5© 2011 Oracle Corporation – Proprietary and Confidential <Insert Picture Here> Agenda • Introduction • Integration of BPM & PPM • Real world applications • Demonstration examples
  6. 6. 6 © 2011 Oracle Corporation – Proprietary and Confidential Source: “Leading in Times of Transition: The 2010 CIO Agenda”, Gartner, January 2010 Executive Priority Improve business processes
  7. 7. © 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 Automation Integration of P6 with Oracle BPM Suite
  8. 8. © 2011 Oracle Corporation – Proprietary and Confidential • 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
  9. 9. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera The new face of Primavera is…anything you want it to be.
  10. 10. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Standards-based (BPMN/BPEL) orchestration within unified IDE
  11. 11. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Conditional business rules that scale from simple to complex
  12. 12. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Adapt to complicated processes without complex rules
  13. 13. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Business user configurations without requiring developer skills
  14. 14. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Capture and reuse best practices in business catalog
  15. 15. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Full process participation from within P6
  16. 16. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Analyze processes for continuous improvement
  17. 17. 17 © 2011 Oracle Corporation – Proprietary and Confidential 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
  18. 18. 18 © 2011 Oracle Corporation – Proprietary and Confidential PPM Business Process Automation Streamlining 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
  19. 19. 19 © 2011 Oracle Corporation – Proprietary and Confidential PPM Business Process Automation Real-world processes span applications End-to-end Business Process Enterprise Infrastructure Customer Relationship Management Sales and Marketing Project Planning Manufacturing Inventory & Logistics Finance & HR SFA Prodict LMS Inv MGMT B2BPPM ERP. SCM producti nfo. MES DB ERPCRM BPM models, simulates, executes, manages, monitors, & optimizes those Business Processes.
  20. 20. 20 © 2011 Oracle Corporation – Proprietary and Confidential PPM Business Process Automation Real-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.
  21. 21. 21© 2011 Oracle Corporation – Proprietary and Confidential Example Project Initiation Business Processes
  22. 22. 01 - Submit Proposal Daniel Decker, a business user, submits proposal.
  23. 23. 01 - Submit Proposal Step 3
  24. 24. 01 - Submit Proposal Step 4
  25. 25. 01 - Submit Proposal Step 9
  26. 26. 01 - Submit Proposal Step 11
  27. 27. 01 - Submit Proposal Step 13
  28. 28. 02 - Project Office Review Emilia Edwards, a PMO user, reviews proposal.
  29. 29. 02 - Project Office Review Step 4
  30. 30. 02 - Project Office Review Step 5
  31. 31. 02 - Project Office Review Step 13
  32. 32. © 2011 Oracle Corporation – Proprietary and Confidential Tracking Processes in ‘My Workflows’ © 2010 Oracle Corporation
  33. 33. 03 - Capacity Analysis Gilma Green, a resource manager user, considers capacity.
  34. 34. 03 - Capacity Analysis Step 2
  35. 35. 03 - Capacity Analysis Step 3
  36. 36. 03 - Capacity Analysis Step 4
  37. 37. 03 - Capacity Analysis Step 16
  38. 38. 03 - Capacity Analysis Step 18
  39. 39. 03 - Capacity Analysis Step 28
  40. 40. 03 - Capacity Analysis Step 12
  41. 41. 03 - Capacity Analysis Step 31
  42. 42. 03 - Capacity Analysis Step 32
  43. 43. 03 - Capacity Analysis Step 34
  44. 44. 04 - Portfolio Executive Review Hector Hopkins, an executive user, authorizes project.
  45. 45. 04 - Portfolio Executive Review Step 2
  46. 46. 04 - Portfolio Executive Review Step 10
  47. 47. 04 - Portfolio Executive Review Step 14
  48. 48. 04 - Portfolio Executive Review Step 15
  49. 49. 04 - Portfolio Executive Review Step 17
  50. 50. 05 - Project Manager Notification Aletta Adams, a PM, accepts new project assignment.
  51. 51. 05 - Project Manager Notification Step 3
  52. 52. 05 - Project Manager Notification Step 4
  53. 53. 05 - Project Manager Notification Step 6
  54. 54. 05 - Project Manager Notification Step 7
  55. 55. 05 - Project Manager Notification Step 9
  56. 56. 05 - Project Manager Notification Step 14
  57. 57. 57© 2011 Oracle Corporation – Proprietary and Confidential Example Milestone Review
  58. 58. © 2011 Oracle Corporation – Proprietary and Confidential
  59. 59. © 2011 Oracle Corporation – Proprietary and Confidential
  60. 60. © 2011 Oracle Corporation – Proprietary and Confidential
  61. 61. © 2011 Oracle Corporation – Proprietary and Confidential
  62. 62. © 2011 Oracle Corporation – Proprietary and Confidential
  63. 63. © 2011 Oracle Corporation – Proprietary and Confidential
  64. 64. © 2011 Oracle Corporation – Proprietary and Confidential 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
  65. 65. 65© 2011 Oracle Corporation – Proprietary and Confidential
  66. 66. 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

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