Using bpm to automate project workflows with primavera
Transcript
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© 2011 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Using BPM to Automate Project Workflows with Primavera
Brian Saldutti, Oracle Primavera Product Strategy
Jamie Straub, Oracle Primavera Sales Consulting
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© 2011 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Agenda
• Introduction
• Integration of BPM & PPM
• Real world applications
• Demonstration examples
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
© 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
© 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
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
The new face of Primavera is…anything you want it to be.
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Standards-based (BPMN/BPEL) orchestration within unified IDE
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Conditional business rules that scale from simple to complex
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Adapt to complicated processes without complex rules
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Business user configurations without requiring developer skills
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Capture and reuse best practices in business catalog
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Full process participation from within P6
© 2011 Oracle Corporation – Proprietary and Confidential
New Workflow Capabilities for Primavera
Analyze processes for continuous improvement
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
© 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
© 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
© 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© 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 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© 2011 Oracle Corporation – Proprietary and Confidential
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
Leave a Comment
You must be logged in to post a comment.
