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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
Oracle Primavera Unifier
 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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
 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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
P6 Integration + Unifier (Planned 2013)
 Note the direction of integration flows
 Future integrations bi-directional (Speculation)
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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 Primavera Unifier
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
Oracle Primavera Unifier
As a current Primavera P6 user – what does Unifier mean for me?
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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?
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
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
Oracle Primavera Unifier
 Do my best to answer now – but also happy to take questions via email
Greg Macpherson - National Primavera  Unifier Practice Manager
gjmstleonards@yahoo.com
Oracle Primavera Unifier
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

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Use of unifier with primavera

  • 1. Use of Unifier with Primavera Presenter – Greg Macpherson - Co-Author – Ahmed Arif and Ba Dang National Primavera & Unifier Practice ASG Group gjmstleonards@yahoo.com
  • 2. 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
  • 3. 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
  • 4. Oracle Primavera Unifier 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
  • 5. Oracle Primavera Unifier 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
  • 6. Oracle Primavera Unifier 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
  • 7. Oracle Primavera Unifier 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
  • 8. Oracle Primavera Unifier 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
  • 9. Oracle Primavera Unifier 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
  • 10. Oracle Primavera Unifier 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
  • 11. Oracle Primavera Unifier 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
  • 12. Oracle Primavera Unifier 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
  • 13. Oracle Primavera Unifier 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
  • 14. Oracle Primavera Unifier Primavera EPPM and Unifier Integration Based on Unifier 9.11 Version
  • 15. 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
  • 16. Oracle Primavera Unifier 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
  • 17. Oracle Primavera Unifier 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
  • 18. Oracle Primavera Unifier 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
  • 19. Oracle Primavera Unifier P6 Integration + Unifier (Planned 2013) Note the direction of integration flows Future integrations bi-directional (Speculation)
  • 20. Oracle Primavera Unifier 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
  • 21. Oracle Primavera Unifier 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
  • 22. Oracle Primavera Unifier 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
  • 23. Oracle Primavera Unifier As a current Primavera P6 user – what does Unifier mean for me?
  • 24. Oracle Primavera Unifier 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
  • 25. Oracle Primavera Unifier 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?
  • 26. Oracle Primavera Unifier 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
  • 27. Oracle Primavera Unifier 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
  • 28. Oracle Primavera Unifier 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
  • 29. Oracle Primavera Unifier 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
  • 30. Oracle Primavera Unifier 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
  • 31. Oracle Primavera Unifier 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
  • 32. Oracle Primavera Unifier 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
  • 33. Oracle Primavera Unifier 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
  • 34. Oracle Primavera Unifier 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
  • 35. Oracle Primavera Unifier 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
  • 36. Oracle Primavera Unifier Do my best to answer now – but also happy to take questions via email Greg Macpherson - National Primavera Unifier Practice Manager gjmstleonards@yahoo.com
  • 37. Oracle Primavera Unifier 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