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Klaus Niemann – Primavera Principal Sales Consultant
Innovation- & Produktlebenszyklusmanagement
DOAG Berlin, October 09, 2013
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Safe Harbor
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.
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Agenda
• Oracle Primavera Strategy
• Instantis Enterprise Track Overview
• Enterprise Track Demo Flows (Solution Drilldown) – Quickly get at data
– Empowers management
– Control the EPPM Process
• Customer Cases
• Summary and Benefits
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Types of PPM Use Cases by Industry
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Purpose Built Instantis is specifically built to meet the
needs of top-down & resource driven
environments
Seamless PPM Instantis offers top-down portfolio
capabilities seamlessly integrated
with just enough project execution on a
single platform for an enterprise
Cloud Enabled Instantis is built from the ground up using
cloud native technology
.
P6 &
Unifier
Strategies
Tasks
Work Orders
Portfolios
Resources
Deliverables
Projects
Instantis
Corporate Capital Projects R & D IT Manufacturing Maintenance
Oracle Primavera EPPM Portfolio
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Oracle Primavera´s Roadmap and Strategy
NOW
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Agenda
• Oracle Primavera Strategy
• Instantis Enterprise Track Overview
• Enterprise Track Demo Flows (Solution Drilldown) – Quickly get at data
– Empowers management
– Control the EPPM Process
• Customer Cases
• Summary and Benefits
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Resources
Projects
Costs & Benefits
Strategies
Processes
Portfolios
INSTANTIS is the leading provider of Enterprise Project Portfolio
Management (EPPM) software used by IT and business process
leaders to improve strategy execution and financial performance.
Oracle | Instantis: What does the solution?
Documents
We do this by providing an
end-to-end solution to
manage, track, and report
on enterprise...
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Oracle | Instantis: Key Capabilities at a Glance
Ideation and demand capture
Strategy definition, KPI´s and alignment
IT portfolios including Application, Projects
Services, Processes, Resources, Assets
Product Portfolio including ideas, products,
projects and resources
Resource Capacity planning and demand
Financial planning including cost/benefit
and forecasting
Project execution performance and
benefits realization
Social enabled dashboard reporting
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Demand/Request
s
Project Managers WBS/PMBOK Cost
Idea/VoC/Charter DMAIC//Best Practices Benefits Belts
Ideas Phase Gates ROI Product Managers
IT PPM
New Product
Dev
Six Sigma
Configurable in multiple project portfolio
environments simultaneously
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Developing Innovative Ideas
• Keep up with current trends
• Take time to think and read
• Ask questions
• Seek ideas from any source
• Try something new each day
• PPM as Idea Management System
“The way to get good ideas is to get lots of ideas, and throw the bad ones
away” Dr Linus Pauling
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Enterprise Portfolio Management Process: Enabling the
investment cycle
What investment ideas
are being proposed?
Which do we accept
into our pipeline?
How are we doing in
Delivery?
What benefits are being
realized?
Propose
Plan
Control
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Agenda
• Oracle Primavera Strategy
• Instantis Enterprise Track Overview
• Enterprise Track Demo Flows (Solution Drilldown) – Quickly get at data
– Empowers management
– Control the EPPM Process
• Customer Cases
• Summary and Benefits
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• 100% Web based Solution
• Implemented in weeks
• Highly configurable
• Excel-like look and feel
• Drag/drop columns
• Column selection
• Grouping and Pivot
• Easy user reporting
• Listing pages (shown)
• Dashboards
• 40 OOTB Reports
• Ad Hoc/Excel reporting
• Multiple Search Options
• Online Help
Quickly get at data
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Empowering Management • From alignment and or metric
capture (can be integrated) charting
and general reporting options can
be leverages for detailed analysis
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Control the EPPM Process
Ideas • Configurable Fields
• Evaluation Criteria
• Alignment
• Documents
Requests • Business Case
• Work Scope
• Resource Scope
• Initial Cost & Benefit
Projects • Task Mgmt.
• Resource Mgmt.
• Financial Mgmt.
• Issues, Risks, etc.
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Agenda
• Oracle Primavera Strategy
• Instantis Enterprise Track Overview
• Enterprise Track Demo Flows (Solution Drilldown) – Quickly get at data
– Empowers management
– Control the EPPM Process
• Customer Cases
• Summary and Benefits
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Oracle | Instantis: Customer case at a glance • Chemical
• United States
• Six Sigma & Lean
• 1.1B hard savings FY11
• Financial Services
• Switzerland
• Lean Six Sigma
• Financial Services
• Canada
• Lean Six Sigma
• Financial Services
• United States
• IT PPM
Consumer Products
Sweden
IT PPM
• New Product Intro
• CapEx
• Regulatory Compliance
• Lean Six Sigma MD&D Division
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Customer Success: New Product Development Chemical Industry
OVERVIEW
• $3B specialty chemicals company goal was to leverage a single
platform for PPM starting with NPD and Process improvement,
moving to M&A and Analytics Projects in order to get better visibility
and alignment of strategic initiatives. Project Success would be
defined as higher value Projects and Products in a shorter cycle time
CHALLENGES / OPPORTUNITIES
• Process are not visible and accountability is not clear
• „Gate discipline“: Rules and Definitions not consistently applied
• Inability to communicate program result to organization such as
standard metrics and financials in a timely and accurate manner
• No easy way to share best practices and perform resource planning
and tracking across NPD and other project portfolios
RESULTS
• Primary Benefits Realized:
Visibilty of project alignment with
strategic initiatives; easy access
to tools, templates, training;
„single version of truth“ for
project info, status, due dates
• Next Steps: Establish
maintenance procedure,
produce reporting. Evaluate
additional initiatives to expand
platform footprint (e.g. IT and
inter-enterprise Projects)
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Agenda
• Oracle Primavera Strategy
• Instantis Enterprise Track Overview
• Enterprise Track Demo Flows (Solution Drilldown) – Quickly get at data
– Empowers management
– Control the EPPM Process
• Customer Cases
• Summary and Benefits
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Oracle | Instantis is easy
Easy to deploy Fast deployments on-premise or on-demand at your
site or the Oracle Instantis Data center. You will be up and running in
few weeks 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.
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12 Steps to Innovative Processes 1/2
1. Establish Review Group
2. List Strategic Goals and Objectives
Define and Rank
3. List Existing Projects and Ideas for New Projects
4. Value each project’s Support of Goals
5. Calculate and Analyze Project Scores
6. Analyze and Optimize by:
Budget, Resources, Risk, ROI, Redundancy
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7. Establish “Water Line”
8. Add Back “Must-do” projects
9. Recommend Optimal Portfolio
10. Initiate New Projects / Cancel existing projects missing
cut off
11. Publicize Results and Methodology
12. Establish Periodic Reviews
‘
12 Steps to Innovative Processes 2/2
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