Oracle Primavera P6 Reporting & Analytics. Stefano Lentini Oracle Primavera Senior Sales Consultant

Transcription

1 Oracle Primavera P6 Reporting & Analytics <Insert Picture Here> Stefano Lentini Oracle Primavera Senior Sales Consultant ANIMP Primavera Gateway and Analytics: Enterprise Project Management Stefano Lentini, Principal Sales Consultant Oracle Primavera Global Business Unit Roma, 3 Dicembre 2013

2 Enterprise Project Management Question: Where are my Project Data? Answer: Possibly everywhere! ERP PLM Project Mngt Systems Excel CRM Document Mail Mngt Server Others? Systems

3 Enterprise Project Management Question: Are they Speaking Each Other? Answer: Possibly NOT! ERP PLM Project Mngt Systems Excel, Word CRM Document Mail Mngt Server Others? Systems

4 Enterprise Project Management Different systems for different scopes but there is a lot to share...and for this a common taxonomy is needed. This can be achieved through appropriate Information building processes based on a Who owns What approach. After this it will be easier to set up an Enterprise Project Management System where Business relevant information are aligned and synched across the entire IT ecosystem.

5 Oracle Primavera Approach Oracle provides best-in-class capabilities for system integration to the IT community (e.g. SOA Suite) Primavera is fully aligned with Oracle Red-Stack and provides various tools for secure Application integration (API, Web Services) But, while these capabilities gives to IT and System Integrators the ability to create the necessary interfaces, our Primavera Customers are requesting us to provide Out-Of-The-Box Integration...so:

6 Primavera Gateway Platform for Primavera integration with external systems (ERP, PLM, EAM, ) Pre-build integrations and flows Flexible, extensible, data exchange Standard adaptor for SAP Quickly build new integration adaptors Easy to use GUI for data mapping and synchronization Transaction Audit and Error handling Reduced TCO

7 Non Primavera Applications Public API Architectural Overview Maximo Provider^ SAP Provider EBS Provider^ EAM Provider^ JDE Provider^ VCP Provider^ Ventyx Provider^ Primavera Gateway Graphical User Interface Configuration ; Role-based security; Ad-hoc synchronizations; Monitoring Compare Scheduling Integration Broker Customizations Logging Audit Industry-Specific Flows and Data Maps Routine Maintenance; Shutdown and turnaround; Capital Project P6 Provider Unifier Provider* Instantis Provider* Integration Synch Services P R I M A V E R A * Not available in Primavera Gateway v1.0. Planned for next major version of Primavera Gateway ^ Not included in Primavera Gateway v1.0. Will be developed by partners after initial release of Primavera Gateway

8 Design integration through a User Interface Data Dictionary, Data Mapping, Data Flows, Synchronization definition

9 Common Integration Flows Conceptual Object Data Map ERP/EAM P6 Resource Dictionary Project / WBS / Work Orders Tasks / Operations Resource Assignments Material Component Budget / Forecast Actual Cost Actual Hours Resource Dictionary Project / WBS / UDF Activities Resource Assignments Activities / Assignment Budget / Progress Cost / UDF Actual Hours

10 Enterprise Project Management Now that Project Data are consistent, referenceable and synched between the relevant systems it is possible to put everything together for Business Intelligence purposes. Enterprise Datawarehouse is something that companies has struggled with in the last two decades with the failure of many of these initiatives due to lack of System Integration and complexity. SW vendors started to produce their piece of Datawarehouse and, with this modular approach, is easier to succeed...

11 Primavera Reporting DB Principles Pre-configured Primavera data warehouse (star schemas) Customizable and extensible Populated at scheduled interval via the ETL process Can take incremental historical snapshots for Trend Analysis Organizes data for analytical processing and does not stop transactional data input during analytical queries Primavera P6 EPPM Transactional schema: Optimized for read/write; has multiple joins. Primavera Reporting Database Analytics schema: Optimized for querying large datasets and historical data Oracle Corporation All Rights Reserved

12 P6 Analytics What is P6 Analytics? Combination of P6 Reporting Database & Oracle Business Intelligence Suite Provides 80+ out of the box interactive dashboards Delivers a rich metadata layer for ad-hoc report & dashboard creation by business users P6 Integrated security layer Interactive Dashboards Reporting & Publishing Primavera P6 Analytics Ad-hoc Analysis Primavera P6 Reporting Database Project, Activity, and Resource Stars ETL Process Proactive Detection and Alerts MS Office Plug-in Oracle BI Server Primavera P6 Enterprise Project Portfolio Management 2013 Oracle Corporation All Rights Reserved

13 P6 Analytics Information Discovery - Gain Insight Quicker with Greater Visibility Project analytics provides key data presentations: Determine if projects and portfolios are on track Identify projects that are exceeding expectations or are underperforming Drill down for root cause analysis Spot trends and issues before they escalate 2011 Oracle Corporation All Rights Reserved

14 P6 Analytics Turn Insight & Foresight into Action Link back to Primavera P6 Enterprise Project Portfolio Management from the Oracle BI EE Plus Reporting Portal to view and update projects and portfolios. Primavera P6 Reporting Database is the basis for Primavera P6 Analytics, turning mass amounts of data into insights. Analyzing Drill down, exception reports, root-cause analysis, multidimensional analysis Reporting Detailed operational data Sharing standardized reports Monitoring Dashboards, scorecards and alerts 2013 Oracle Corporation All Rights Reserved

15 Ad-hoc Analysis with P6 Analytics Easy Creation of new Reports Ad-hoc Analysis pick data select layout analysis ready 2013 Oracle Corporation All Rights Reserved

16 Enterprise Project Management Question: are ALL Project information under control now? Answer: maybe NOT! Change Requests Contracts Vendors Communications Requests for Info Issues Punch Lists Daily Reports Submittals Incident Reports Meeting Minutes and Action Items

17 Enterprise Project Management Question: are these information logically connected? Answer: Sure... but HOW are managed? Change Requests Contracts Vendors Communications Requests for Info Issues Punch Lists Daily Reports Submittals Incident Reports Meeting Minutes and Action Items

18 Primavera Unifier Issue Management

19 Primavera Unifier Latest addition to the Primavera Suite that enables Organizations to Control Project Costs and all Collaborative (internal and External) Activities through a powerful workflow engine Capabilities Web/Mobile, Cloud-based, Enterprise Project Portfolio Management lifecycle solution Configurable Business Process Automation to drive business rules, accountability and visibility Strong document management capabilities Manages across the organization s structure Business Units, Contractors, Customers, etc. Best in class Cost Control and Project Execution capabilities Powerful Dashboards and user-defined reports 2013 Oracle Corporation All Rights Reserved 19

20 What is a Unifier Business Process? Combination of Entry Forms and Workflow Entry Forms can be different in each workflow step based on the step owner data visibility (different actors/companies can collaborate on the same BP) Entries Validation and rule-based workflow routing (e.g. go to the CFO if change amount > 500k ) Total and partial expected lead time can be set The forms can have Line Items (Data or Docs) Business Processes can be put in relation each other or nested (sub-workflows) to create the Network +

21 What is a Unifier Business Process? Each Actor is called to action via and the Task is added to his list. Full Audit trail of approvals and data changes facilitates resolution of claims and Vendor evaluations Integrated with Umail, an Unifier internal mail system, used to track Project-based communications (a public address is created for each Project) More than 60 standard Cost and Project Delivery Business Processes already defined in Unifier. BPs can be created/modified by Business Users via GUI (i.e. no SW Skills needed)

22 Primavera Unifier Change Management Reduce Project Risks in terms of Delivery Dates and Margins Take Control of the change throughout the project lifecycle Specific business processes to capture Change Request from different entities (Customer, Internal, Contractor) Incorporate Approved and Pending Changes into the Cost Worksheet to evaluate the impact on the possible Forecast From the Worksheet drill down to the corresponding transactions Capabilities Transactions are workflow driven with predetermined lead time and due dates From any transaction see and navigate all related objects (eg. The RFI that generated the Change, the correlated Contract, see other Changes, Issues, etc.) Highly Configurable to fit any Customer needs 2013 Oracle Corporation All Rights Reserved 22

23 Primavera Unifier - Submittals A specific, configurable, business process for document exchange between Owners/Contractors/Vendors Capabilities Allows Web interaction between entities in a secure environment No needs for , printing, manual markups, scanning. Everything is done in an electronic format Full traceability and audit of all process steps (lead time & delays) Autovue solves the problem related to different file format (especially CAD 2D, 3D) that cannot be read without the native SW. No PDF conversion anymore Task Management: every User is aware of his due dates AutoVue is also able to take measures, explode drawings and much more! 2013 Oracle Corporation All Rights Reserved 23

24 Primavera Unifier Meeting Minutes & Action Items Two Business processes, Meetings Minutes & Action Items working together to manage Meeting outcome and monitor the progress of subsequent Actions Meeting Minute Action Items

25 RECAP... Information Integration Primavera Gateway Information Analysis Primavera Reporting DB & Analytics Business Process Automation Primavera Unifier

26 Primavera Solutions Relied On By More than 5000 global enterprises Engineering & Construction Public Sector Utilities, Oil & Gas Manufacturing Aerospace & Defense IT & High Tech 2013 Oracle Corporation All Rights Reserved 26

27 2013 Oracle Corporation All Rights Reserved 27

28 2013 Oracle Corporation All Rights Reserved 28