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CLIENT SUCCESS
GUIDE
March 30, 2010
Agenda Today
 •   Introductions
 •   Overview of Primavera
 •   Demonstration
 •   Q&A
Your Business Needs
   Visibility
   Project Execution
   Process Improvement
   Resource Management
   Improved Communication
   Improved Integration
Real Life


Programs
 Director




            Project
            Manager




                      Project
                      Controls




                                  Project
                                 Engineers




                                             Subs
Real Life


Programs
 Director




            Project
            Manager




                      Project
                      Controls




                                  Project
                                 Engineers




                                             Subs
Real Life


Programs
 Director




            Project
            Manager




                      Project
                      Controls




                                  Project
                                 Engineers




                                             Subs
We have been there!

                      Core
                       Competencies
      Time-based planning and control

    Resource-sensitive management tools

              ERP integration

       Risk-based predictive modeling
Primavera Integrated Solution
                                  ACCESS


                                                                Procurement
                                                                   Officer


         Subs




                                                 Planner / Cost
                               Centralized          Manager             Project
                                 Project
    Project
   Engineers                                                            Controls


                               Information       Project &
                          Executive              Resource
                                                 Manager

                                      Owner/
                                      Client
                General                                      Project
                Manager                                      Manager



                                        Client
YOUR NEEDS
Your Business Needs
   Visibility
   Project Execution
   Process Improvement
   Resource Management
   Improved Communication
   Improved Integration
What you want…
   Remotely access information via the web
   To “what-if” projects, resources and risks
   To easily see progress on all projects all at
    once
   A collaborative environment
   To easily create a new project
   To manage projects to earliest delivery rather
    than react to issues
   To have experts as my guide
CUSTOM DEMO
REVIEW
Your Business Needs
   Visibility
     What projects to do and when?
     What are my risks? My ROI?

     How many more projects do I need to meet
      goals?
   Project Execution
     Can  I deliver faster rather than late?
     Is our progress as planned?

     What changes are happening?
Your Business Needs
   Resource Management
     Arewe working efficiently?
     Who do we need to hire to meet demand?

     What equipment is available?

   Process Improvement
     What went wrong or right last time?
     Can we repeat our successes consistently?

     Are customers satisfied and would recommend
      us?
     Do we know what we are doing?
Your Business Needs
   Communication
     How  many places do I have to go to find
      information?
     Are there issues and do we know of them?

     Is remote work progress being collected?

   Integration
     Do we have too many touch points?
     Are touch points working and reliable?

     Are senders and receivers reconciling?
                                    #1 Reasons projects
                                      fail or cost more
SOFTWARE
&SERVICES
Software
SOFTWARE
&SERVICES
Services
IMS
   Partnership: from consult to full PMO service
   Process, People, Tools
       Process: Can you capitalize on past successes and avoid past
        issues? IMS offers unique roadmaps to a total project system for
        your organization that begins with process improvement.
       People: Can your team perform to top efficiency? IMS can train
        and coach your team to use the PM system to accomplish
        projects of any size. IMS also offers staff to work on your team
        for any length of project.
       Tools: Does your team have access to a system that has
        ACCURATE and SUPPORTIVE information you can count on for
        timely decision making? IMS brings world-class tools and best
        practices together to help you succeed.
   Enterprise: Success at all levels for quick wins and long term
    success using today’s up-to-date & trusted data to tomorrow’s
    risk-based forecast.
QUESTIONS?
Thank you!
Visibility
   Visibility
     What projects to do and when?
     What are my risks? My ROI?

     How many more projects do I need to meet
      goals?


   Dashboards
   Enterprise Project Structure (EPS)
Status in One View
Web-Based Executive Dash
Board




       Portfolio Wide Visibility
       Configurable User Specific Thresholds
       Dynamic Drill Down to Real-Time Data
Executive Dash Board
(Continued)




        “Project Level” Summary
        Consistent User Interface and KPIs
Executive Dash Board
(Continued)




        “Project Level” Summary
        Consistent User Interface and KPIs
Executive Dash Board (Continued)




                       3 simple drill down clicks reveals:
                       Interior Finishes are the cause




                                                             Back
Project Execution
   Project Execution
     Can  I deliver faster rather than late?
     Is our progress as planned?

     What changes are happening?



     Activity
             table with interactive Gantt chart
     Web-accessed activity information: docs, issues,
      status
     WYSIWYN: what you see is what you need
Manage schedules via the web
Manage schedules via the web




                           Back
Resource Management
   Resource Management
     Arewe working efficiently?
     Who do we need to hire to meet demand?

     What equipment is available?
Resource Management
Resource Management
Resource Management




                      Back
Process Improvement
   Process Improvement
     What went wrong or right last time?
     Can we repeat our successes consistently?
     Are customers satisfied and would recommend
      us?
     Do we know what we are doing?


     Standardized,   consistent reports across project or
      entire enterprise
     Faster project start up
     Lessons Learned
Quick start-up with project
templates
Use dashboards to display graphical reports




                                              Back
Communication
   Communication
     How  many places do I have to go to find
      information?
     Are there issues and do we know of them?

     Is remote work progress being collected?
Custom Dashboards
Push standard reports to web
users




                               Back
Integration
   Integration
     Do we have too many touch points?
     Are touch points working and reliable?

     Are senders and receivers reconciling?

     Can you trust the data you see?
Integrated System
Integrated System
Integrated System

                  Integrated Program Management


    Interactive Program Dashboard and Reporting


    Work Flow - Collaboration - Document Management



    Scheduling
                        Contract       Earned Value     Change        Contractor
    Resource
                        Management     Management       Management    Integration
    Management




   Primavera Integration XML API
   Integration Engine


                                                 Human               Home Grown
   Accounting              Work Mgmt
                                                 Resources           Systems

                                                                                    Back

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Ims Primavera

  • 2. Agenda Today • Introductions • Overview of Primavera • Demonstration • Q&A
  • 3. Your Business Needs  Visibility  Project Execution  Process Improvement  Resource Management  Improved Communication  Improved Integration
  • 4. Real Life Programs Director Project Manager Project Controls Project Engineers Subs
  • 5. Real Life Programs Director Project Manager Project Controls Project Engineers Subs
  • 6. Real Life Programs Director Project Manager Project Controls Project Engineers Subs
  • 7. We have been there! Core Competencies Time-based planning and control Resource-sensitive management tools ERP integration Risk-based predictive modeling
  • 8. Primavera Integrated Solution ACCESS Procurement Officer Subs Planner / Cost Centralized Manager Project Project Project Engineers Controls Information Project & Executive Resource Manager Owner/ Client General Project Manager Manager Client
  • 10. Your Business Needs  Visibility  Project Execution  Process Improvement  Resource Management  Improved Communication  Improved Integration
  • 11. What you want…  Remotely access information via the web  To “what-if” projects, resources and risks  To easily see progress on all projects all at once  A collaborative environment  To easily create a new project  To manage projects to earliest delivery rather than react to issues  To have experts as my guide
  • 14. Your Business Needs  Visibility  What projects to do and when?  What are my risks? My ROI?  How many more projects do I need to meet goals?  Project Execution  Can I deliver faster rather than late?  Is our progress as planned?  What changes are happening?
  • 15. Your Business Needs  Resource Management  Arewe working efficiently?  Who do we need to hire to meet demand?  What equipment is available?  Process Improvement  What went wrong or right last time?  Can we repeat our successes consistently?  Are customers satisfied and would recommend us?  Do we know what we are doing?
  • 16. Your Business Needs  Communication  How many places do I have to go to find information?  Are there issues and do we know of them?  Is remote work progress being collected?  Integration  Do we have too many touch points?  Are touch points working and reliable?  Are senders and receivers reconciling? #1 Reasons projects fail or cost more
  • 18.
  • 20. IMS  Partnership: from consult to full PMO service  Process, People, Tools  Process: Can you capitalize on past successes and avoid past issues? IMS offers unique roadmaps to a total project system for your organization that begins with process improvement.  People: Can your team perform to top efficiency? IMS can train and coach your team to use the PM system to accomplish projects of any size. IMS also offers staff to work on your team for any length of project.  Tools: Does your team have access to a system that has ACCURATE and SUPPORTIVE information you can count on for timely decision making? IMS brings world-class tools and best practices together to help you succeed.  Enterprise: Success at all levels for quick wins and long term success using today’s up-to-date & trusted data to tomorrow’s risk-based forecast.
  • 22. Visibility  Visibility  What projects to do and when?  What are my risks? My ROI?  How many more projects do I need to meet goals?  Dashboards  Enterprise Project Structure (EPS)
  • 24. Web-Based Executive Dash Board Portfolio Wide Visibility Configurable User Specific Thresholds Dynamic Drill Down to Real-Time Data
  • 25. Executive Dash Board (Continued) “Project Level” Summary Consistent User Interface and KPIs
  • 26. Executive Dash Board (Continued) “Project Level” Summary Consistent User Interface and KPIs
  • 27. Executive Dash Board (Continued) 3 simple drill down clicks reveals: Interior Finishes are the cause Back
  • 28. Project Execution  Project Execution  Can I deliver faster rather than late?  Is our progress as planned?  What changes are happening?  Activity table with interactive Gantt chart  Web-accessed activity information: docs, issues, status  WYSIWYN: what you see is what you need
  • 30. Manage schedules via the web Back
  • 31. Resource Management  Resource Management  Arewe working efficiently?  Who do we need to hire to meet demand?  What equipment is available?
  • 35. Process Improvement  Process Improvement  What went wrong or right last time?  Can we repeat our successes consistently?  Are customers satisfied and would recommend us?  Do we know what we are doing?  Standardized, consistent reports across project or entire enterprise  Faster project start up  Lessons Learned
  • 36. Quick start-up with project templates
  • 37. Use dashboards to display graphical reports Back
  • 38. Communication  Communication  How many places do I have to go to find information?  Are there issues and do we know of them?  Is remote work progress being collected?
  • 40. Push standard reports to web users Back
  • 41. Integration  Integration  Do we have too many touch points?  Are touch points working and reliable?  Are senders and receivers reconciling?  Can you trust the data you see?
  • 44. Integrated System Integrated Program Management Interactive Program Dashboard and Reporting Work Flow - Collaboration - Document Management Scheduling Contract Earned Value Change Contractor Resource Management Management Management Integration Management Primavera Integration XML API Integration Engine Human Home Grown Accounting Work Mgmt Resources Systems Back