Oracle Instantis Product Overview Final

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
INSTANTIS ENTEPRISETRACK
Overview
Poornima Sethuraman
Solutions Engineer
Industry Solutions Engineering
JUNE 13, 2016

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Agenda
 Product Description
 Key Features and Functions
 Module Review
3

Objectives
1. Describe Oracle Instantis and where the
it fits into Oracle's product lines and
Pillars
2. Identify Key Technology Differentiators
3. Defining Instantis Project Life Cycle
4

Objective 1:
Introducing Oracle Instantis
5

Instantis has a Complete Solution
 Automated PPT storyboard reports
 User Compose able dashboards
 Integrated Solution Modules
– Strategy Manager
– Process Manager
– Survey/ VoC Manager
 Dynamic ad-hoc reporting, Pivot tables
and group by on the fly
 Purpose-Built and Seamless Social
PPM: EnterpriseStream
 Mobile App for phones and tablets
6

Instantis is EASY
Easy to deploy Fast deployments on-premise or on-demand at your site or the
Instantis carrier-grade data center. You will be up and running in days not
months.
Easy to use For all types of users. Leveraging a streamlined corporate
configuration coupled with end user controlled personalization technology, you
control the look and functionality using the most robust out-of-box configuration
options in the industry.
Easy to afford A set of flexible pricing options gets you started quickly and
economically while on-going support and maintenance ensures rapid ROI
(typically less than 6 months) and minimal TCO compared to other solutions.

Oracle Primavera + Instantis
Delivers Industry Leading Solution for IT, NPD & LSS
 Purpose Built
Built to meet needs of top-down
& resource driven environments
 Cloud Enabled
Built from ground up using cloud
native technology
 Seamless PPM
Top-down portfolio capabilities -
seamlessly integrated with just
enough project execution
.
P6 &
Unifier
Strategies
Tasks
Work Orders
Portfolios
Resources
Deliverables
Projects
Instantis
Corporate Capital ProjectsR & D IT Manufacturing Maintenance
8

IT
NPD
Manufacturing
ETO
Owner
Capital Projects
FM/RE
EPC
Contractor
Routine
Maintenance
Process
Improvement / LSS
EVM
Shutdown /
Turnaround /
Outage
Installation
Services
Delivering on Vision of #1 Multi-Initiative Solution
9

Multi-Initiative
 This is a critical differentiator, Instantis can provide a solution that will
support 2 or more Project Portfolios in different business areas in a
single solution yet give a best of breed configuration for each, these
include:
– Business Process Improvement (Lean/Six Sigma Process Improvement)
– New Product Development
– IT/IS/ICT
– M&A
– Marketing
– Other

Multi-Initiative PPM
 Gain Cultural Acceptability in Multiple PPM Environments
Simultaneously
Demand/Reques
ts
Project Managers WBS/PMBOK Cost
Idea/VoC/Chart
er
DMAIC//Best Practices BenefitsBelts
Ideas Phase Gates ROIProduct Managers
IT PPM
New
Product
Dev
Six
Sigma

Top-Down vs. Bottom-Up
 Instantis is a Top-Down solution concentrating on the business
(financial) impact of the project portfolio, which senior managers
understand the value but driving project mainly at a milestone or phase
level.
 Instantis is strong on Strategic, Financial and Portfolio visibility. Ease of
use, ease of deployment and alignment to strategic objectives that are
important to senior management
 Instantis provide deeper project scheduling capability but it is not our
core capability.

Advantages with Instantis
Quick to Deploy
Quick ROI
Easyto
Administer
EasytoUse
Multi-Initiative PPM
NPD Lean Six
Sigma
IT PPM
13

Objective 1: Summary
 Instantis is a Complete Lifecycle Solution
 Oracle Primavera + Instantis
• Purpose Built
• Cloud Enabled
• Seamless PPM
 Focus on IT PPM, NPD, and Process
Improvement
 Multi Initiative EPPM Support
 Quick to Deploy
 Easy to Administer
 Easy to Use
 Mobile Enabled
 Quick ROI
14

Objective 2:
Technology Differentiators
15

Project Portfolio Management Lifecycle

PLAN
17

Plan: Alignment
 Drive business transformation and IT
project execution based on business goals
and priorities such as KPIs, balanced
scorecards, Hoshin objectives, etc.
 Assign, track, roll-up project performance,
cost and other metrics for IT, process
improvement and other strategic initiatives
and programs.
 Manage IT like a business by executing IT
portfolio business strategies for applications
(APM), IT infrastructure, services, assets,
vendors and other investments.
18

What-If Scenario Planning
 Optimize resource
deployment
 Simulate impact of shifting,
excluding or adjusting effort
of proposed project plans.
19

SELECT
20

Select:
Ideas, Requests, Proposals
 Centralize ideation
process
 Capture / filter IT project
ideas via an on-line portal
 Enforce consistency:
– Business case
– Project scoping
– Resource request and
approvals and
workflows
21

MOBILIZE
22

Mobilize:
Resources
23
 Enhance resource pool
visibility and allocation
control
 Balance work demand
and supply.
Example resource heat map by role

Mobilize:
Resources
 Overall or rolled-up
views of resource
heat map
 Planned vs. actual
utilization for all
resources
Example planned vs. actual resource utilization chart
24

Mobilize:
Resource Utilization and Availability
25

EXECUTE
26

Execute:
Project Schedules/Roadmaps
 Increase project
visibility
 Flexible n-level
deep WBS
Example WBS: User-defined columns can be displayed, reordered and resized on the fly.
27

Execute:
Project Schedules
28
 Interactive Gantt chart
 Modify start / finish dates, see
GANTT impacts
 Drag and drop Gantt bars -
column information updates

Execute:
Microsoft Project Integration
29
 Leverage existing PM
Microsoft Project
knowledge
 Two-way MS Project
integration
 Edit and manage in
EnterpriseTrack or MSP

Execute:
Best Practices Leveraging Knowledge Base
30
Example screen shot showing the folder-based organization of Knowledge Manager
 Streamline project execution
 Knowledge base of project documents, tools and templates.
 Attach/link docs to strategies, portfolios, ideas, proposals, projects, etc.

Collaborate:
Enterprise Stream
 First and only purpose-built and “seamless” collaboration and
social networking capability for PPM practitioners and
stakeholders
 Virtually zero effort to set it up, start collaborating, see results
31

Collaborate:
Intuitive Stream Ticker Interface
32

MEASURE
33

Dashboards & Reporting
Extensive client-side filter
settings, “group by” and Pivot
Custom executive-defined reports
populated with live server data
Drag and drop gallery of pre-built drillable
components, easy to schedule share and print
Web 2.0+ Listing Page
Personalization
Project Managers/Team Executives
Excel as Report WriterComposable Dashboards & Reports
Portfolio Managers
34

Measure:
Executive Dashboard
35

Measure:
Metrics Manager / Financial Manager
36

Measure:
Financial and Non-Financial Metrics
 Plan vs. actuals
 Top-down and bottom-up
budgets
 Capitalization, expense
and charge backs
 Measure non-financial
performance indicators:
– defects
– service levels
– trouble tickets
– Etc.
Example edit non-resource expenses, monthly project financials page showing tabs
for other finance activities
37

Measure:
User-Defined Excel Reports
38

Measure:
One Click PowerPoint Project Summary Reports
39

 Plan
‒ Drive business transformation
‒ Assign, track, roll-up project performance
‒ Manage IT like a business
 Select
‒ Centralize ideation process
‒ Capture / filter IT project ideas
‒ Enforce consistency
 Mobilize
‒ Centralize ideation process
‒ Enforce consistency
‒ Leverage resource utilization and availability heat
map reports
40

 Execute
‒ Increase project visibility
‒ Flexible n-level deep WBS
‒ Interactive Gantt chart
‒ Two-way MS Project integration
‒ Knowledge base: project documents, tools and
templates
‒ “Seamless” collaboration / social networking
capability
 Measure
‒ Executive Dashboard
‒ Leverage Metrics Manager and Financial Manager
modules
‒ User-Defined Excel Reports
‒ PowerPoint Project Summary Reports
41

Objective 3:
Project Life Cycle
42

Project Life Cycle
Projects can be created in EnterpriseTrack either:
 One-step process (Quick Projects)
 Through a workflow that comprises an evolution of Ideas becoming Projects.
43

Project Creation Process
 Instantis is an end-to-end solution. It
supports the project creation process with
3 simple steps, right from the ideation
stage through to the project proposal and
closing with the project execution.
 *IMPORTANT* the 3 steps are not
mandatory. e.g. it is possible to create a
charter proposal without creating an idea
first and in the same way, it is possible
create projects without creating project
requests. The process is flexible to suit
every customers’ needs
44

Ideas
Idea management drive
innovation throughout your
organization and ensure the best
ideas move forward into your
portfolio management process
through configurable forms
 Idea Form- submit and track all
the ideas
 Idea Workflow – Review and
approval for next step
 Idea Listing Page – Organize
and prioritize idea
45

Initiative Specific
Align Idea / project request to specific initiative: IT, LSS, NPD, etc...
Based on the initiative selected the customer will see unique:
– Project Schedule/Roadmap
– Terminology
– Finances
– Confidentiality
– Roles
– Workflow and approvals
– Notifications
– Evaluation criteria
– User defined fields
46

Idea Actors
 initial point of Contact for the idea
 submitted by a user of the system
 The Router is the person who
assigns an owner for the idea.
 The Owner has the choice to
either accept the idea and
promote the idea to proposal
status, or reject the idea.
47

Idea Process
Gather ideas Score ideas
Analyse
Ideas
Align Ideas
Approve/
Reject
ideas
48

Idea – Web Form (1/3)

Benefits
 Gives everyone in your organization the opportunity to put forward ideas. Non-
licensed users can submit an idea using web Idea Portal (Instantis IDEA Portal
which can be hosted as a portlet within Intranet as a suggestion box. It is license
free and gives to anyone in your organization access to submit ideas.)
 Easily create new ideas through configurable forms
 Creates consistent ideation process allowing comparing apples with apples.
 Idea form has workflow and approval built in
 Allows for documents attachment, evaluation criteria (scoring), and alignment
with anything configured in the Alignment module
52

Proposal – Charter Request/Project Request
 Create Project Request, or approve Idea to Project Request requires more
information such as:
– Business Case
– Financial Estimates
– Resource Estimates
– Evaluation Criteria (Scoring)
– Other Selection Criteria
53

Proposal Actors
54

Proposal – Web Form (1/9)

Proposal – Web Form (3/9)g Resource In
Proposal Page

Project Execution
Project managers and leaders can deliver and execute the project on time and on
budget.
 The Roadmap/Project Schedule work break down structure (WBS) can be
defined entirely by the customer. They can utilize their own phases, activities,
tasks, deliverables, milestones, tollgate, etc., that are currently used and utilize
at the same time their own terminology.
 Defining own templates based on best practices and standards thereby
simplifying the process for project managers and ensuring compliance
64

Project – Web Form (Basics Page)

Project Management– Web Form

Easy To Create, Change, Delete, And View Projects And
Project Data

Import/Export Functionality to Different Formats

Objective 4:
Module Review
69

Key Points
 Oracle Primavera + Instantis
‒ Purpose Built
‒ Cloud Enabled
‒ Seamless PPM
 Focus on IT PPM, NPD and Process Improvement
 Plan
– Drive business transformation & manage IT like a
business
 Select
– Centralize ideation process; capture / filter IT
project ideas
 Mobilize
– Leverage resource utilization and availability heat
map reports

Cloud and On-Premise options
Securable, scalable , highly configurable
Innovative user interface and
personalization experience
Integrated strategy and Project Portfolio
Management
“What-If” scenarios and capacity planning
Flexible dashboards and reporting
solutions
Key Features

Key Benefits

Instantis EnterpriseTrack goes beyond IT PPM
Multiple initiatives or project portfolio types—such as new product development and
business process improvement—can be supported in a single system.
Standardization and consolidation of PPM governance processes, reporting, and resource
and financial management enterprise wide is now possible

Instantis EnterpriseTrack addresses key CIO drivers
Personalizable dashboards and reports put real-time resource and project information at
the finger tips of executives and project stakeholders.
The unique Strategy Manager module in Instantis EnterpriseTrack ensures that projects
are aligned with business priorities and IT strategic initiatives.

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Oracle Instantis Product Overview Final

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