Using bpm to automate project workflows with primavera
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Using bpm to automate project workflows with primavera
- 1. 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. 2© 2011 Oracle Corporation – Proprietary and Confidential
- 3. <Insert Picture Here> Using BPM to Automate Project Workflows with Primavera Brian Saldutti, Oracle Primavera Product Strategy Jamie Straub, Oracle Primavera Sales Consulting
- 4. 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. 5© 2011 Oracle Corporation – Proprietary and Confidential <Insert Picture Here> Agenda • Introduction • Integration of BPM & PPM • Real world applications • Demonstration examples
- 6. 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
- 7. © 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
- 8. © 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
- 9. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera The new face of Primavera is…anything you want it to be.
- 10. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Standards-based (BPMN/BPEL) orchestration within unified IDE
- 11. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Conditional business rules that scale from simple to complex
- 12. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Adapt to complicated processes without complex rules
- 13. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Business user configurations without requiring developer skills
- 14. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Capture and reuse best practices in business catalog
- 15. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Full process participation from within P6
- 16. © 2011 Oracle Corporation – Proprietary and Confidential New Workflow Capabilities for Primavera Analyze processes for continuous improvement
- 17. 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. 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. 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. 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. 21© 2011 Oracle Corporation – Proprietary and Confidential Example Project Initiation Business Processes
- 22. 01 - Submit Proposal Daniel Decker, a business user, submits proposal.
- 23. 01 - Submit Proposal Step 3
- 24. 01 - Submit Proposal Step 4
- 25. 01 - Submit Proposal Step 9
- 26. 01 - Submit Proposal Step 11
- 27. 01 - Submit Proposal Step 13
- 28. 02 - Project Office Review Emilia Edwards, a PMO user, reviews proposal.
- 29. 02 - Project Office Review Step 4
- 30. 02 - Project Office Review Step 5
- 31. 02 - Project Office Review Step 13
- 32. © 2011 Oracle Corporation – Proprietary and Confidential Tracking Processes in ‘My Workflows’ © 2010 Oracle Corporation
- 33. 03 - Capacity Analysis Gilma Green, a resource manager user, considers capacity.
- 34. 03 - Capacity Analysis Step 2
- 35. 03 - Capacity Analysis Step 3
- 36. 03 - Capacity Analysis Step 4
- 37. 03 - Capacity Analysis Step 16
- 38. 03 - Capacity Analysis Step 18
- 39. 03 - Capacity Analysis Step 28
- 40. 03 - Capacity Analysis Step 12
- 41. 03 - Capacity Analysis Step 31
- 42. 03 - Capacity Analysis Step 32
- 43. 03 - Capacity Analysis Step 34
- 44. 04 - Portfolio Executive Review Hector Hopkins, an executive user, authorizes project.
- 45. 04 - Portfolio Executive Review Step 2
- 46. 04 - Portfolio Executive Review Step 10
- 47. 04 - Portfolio Executive Review Step 14
- 48. 04 - Portfolio Executive Review Step 15
- 49. 04 - Portfolio Executive Review Step 17
- 50. 05 - Project Manager Notification Aletta Adams, a PM, accepts new project assignment.
- 51. 05 - Project Manager Notification Step 3
- 52. 05 - Project Manager Notification Step 4
- 53. 05 - Project Manager Notification Step 6
- 54. 05 - Project Manager Notification Step 7
- 55. 05 - Project Manager Notification Step 9
- 56. 05 - Project Manager Notification Step 14
- 57. 57© 2011 Oracle Corporation – Proprietary and Confidential Example Milestone Review
- 58. © 2011 Oracle Corporation – Proprietary and Confidential
- 59. © 2011 Oracle Corporation – Proprietary and Confidential
- 60. © 2011 Oracle Corporation – Proprietary and Confidential
- 61. © 2011 Oracle Corporation – Proprietary and Confidential
- 62. © 2011 Oracle Corporation – Proprietary and Confidential
- 63. © 2011 Oracle Corporation – Proprietary and Confidential
- 64. © 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. 65© 2011 Oracle Corporation – Proprietary and Confidential
- 66. 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
Notes de l'éditeur
- Using BPM to Automate Project Workflows with Primavera Session ID: 84980 Product Lines: Primavera Date: Wednesday, April 13 Time: 2:15 pm - 3:15 pm Room: 101A Speakers: Brian Saldutti, Jamie Straub Track: Enterprise PPM & Professional Project Description: Primavera P6 Enterprise Project Portfolio Management now works with Oracle Business Process Management Suite 11g Release 1. This combination of the industry’s leading enterprise project portfolio management solution with the first comprehensive and unified BPM platform makes it simple for businesses to ensure project-related workflows effectively work across Primavera, as well as extend to Oracle and third-party applications. This session focuses on the basics of creating, launching and monitoring workflows to ensure that projects don’t get delayed because of slow approvals or missing notifications to key participants.Objective 1: Introduce the new business process management capabilities in PrimaveraObjective 2: Instruct attendees about the benefits of automating project-based business processes Speakers Brian Saldutti Oracle Jamie Straub Oracle
- Main Point: Improving business processes is a top priority for CIO’s in 2010. Script: CIO’s have taken notice of the importance of improving business processes as businesses are focused on achieving greater enterprise productivity while continuing to drive down costs and improve efficiencies. In recent Gartner surveys of CIOs, improving business processes has continuously ranked as the #1 priority for CIOs for the last few years and remains in the top position for 2010. The key to achieving this success, is focusing on what it takes to improve the business processes that are critical to a company’s bottom line. Given the interest in BPM and the clear-cut value that the enterprise receives from it, what are the challenges that stand in the way of achieving process management success?
- Forms built using ADF, which supports iPhone
- Main Points: BPM consistently delivers the benefits of efficiency, business visibility, and agility Script: Managing processes with BPM always brings improvements in efficiency, whether operational or productivity. It also helps the business with greater visibility of important business conditions. The ability to operate more efficiently, and have greater insight into what is happening is also helped by greater business agility. Here are some results of customer success. Efficiency Camico, a leading mutual insurance company for the accounting industry, needed to deliver business functionality faster to adapt to business change including a better online channel. Using Oracle BPM technologies they automated policy issuance leading to greater efficiency, visibility, and with a process view of the business instead of an IT view, transformed the business into a more agile one. JP MorganChase used Oracle BPM technologies to automate the error-prone manual part of a risk management process which decreased processing time by 79% and increased staff productivity. Visibility The US Military Entrance Processing Command has responsibility for processing recruits for any of the five US Armed Services. It processes over 1 million records a year with spikes of 18, 000 a day. Their aged systems needed modernization to deliver greater efficiency, reduced cost, processing time, and mitigated risk. Using Oracle BPM technologies and a new SOA environment they were able to leverage and modernize their existing systems saving deployment time and increasing efficiency. Field recruitment queries have gone from up to 3 days to under 30 seconds, which just for one branch 0 the Air Force Reserve – provides a savings of $350k annually. Their new BPM and SOA infrastructure has reduced their development cycle from 12 months to 2 and through reuse provides reduced risk. Costco, the worlds largest membership retail company, was manually processing 30,000 invoices a day leading to inefficiency, error, and tracking difficulty. Using Oracle Imaging and Process Management and BPEL they were able to reduce response time from 2-10 days to seconds, they save $7 million and achieved ROI in less than 12 months. Agility: Intercall, the world’s largest audio-video web conferencing provider, recognized that as a company that differentiated using technology, they needed to automate their manual processes in order to be able to enable greater innovation. Using Oracle BPM technologies, along with portal they transformed their business to a process centric view enabling greater efficiency and competitive differentiation. Comcast, the nations leading provider of cable, entertainment and communications products and services, needed a new delivery platform for consumer products and services that would enable superior customer experiences and would enable them to compete in a rapidly changing market with intense competition. Oracle BPM technologies was used as part of a SOA transformation to provide a consistent and scalable platform to support their growth. New services are now available in weeks instead of months.
- Pixel perfect form design
- Scale from simple forms to highly complex processesDelegationAt workflow run-time, process participants are able to choose another user(s) who should be involved in a workflow.Deadlines / AgingProcess designers can impose timing restrictions. If a workflow is stuck at a certain point for a defined duration, rules can determine what should happen or who should be notified to take action.Role-based swim lanes mapped to P6 UsersPre-populate default data field values throughout process stages.