OPN Logo Here Integrated Project & Program Management Engineering & Construction -Name- -Title- Client Logo Here 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. Prepared For: Client Logo Here Copyright ©2009, Oracle. All rights reserved. Agenda • Leadership: Oracle in Engineering & Construction • Challenges: Forecasts, Productivity, Collaboration & Transparency • Value: Integrated Project and Program Management • Solutions: Oracle|Primavera for Engineering & Construction • Vision: Enterprise Project Portfolio Management • Q&A Copyright ©2009, Oracle. All rights reserved. <Insert Picture Here> Leadership: Oracle in Engineering & Construction Copyright ©2009, Oracle. All rights reserved. Project-intensive Companies Get Better Results with Oracle Project and Portfolio Management 10 of the Top 10 Fortune 1000 Oil and Gas companies run Oracle PPM applications. 13 of the Top 15 Fortune 1000 Utilities run Oracle PPM applications. 9 of the Top 10 Fortune 1000 Aerospace and Defense companies run Oracle PPM applications. 91 of the Top 100 ENR Contractors run Oracle PPM Applications. 13 of the 16 US Government agencies run Oracle PPM applications. Copyright ©2009, Oracle. All rights reserved. 5 Leadership in Engineering & Construction 19 of the 25 Top ENR 400 Contractors in construction run one of Oracle’s family of Applications 44 of the 100 Top ENR 400 Contractors in construction run one of Oracle’s family of Applications 9 of the 10 Top ENR 100 Global Design Firms' run Oracle applications 16 of the 20 Top ENR 100 Global Design Firms' run Oracle applications 9 of the top 10 America’s Most Admired Engineering & Construction companies run Oracle applications Copyright ©2009, Oracle. All rights reserved. 6 Broadest Product Portfolio in the E&C Industry • Database • Java Application Server • Primavera • Real Application Clusters • Development Tools • PeopleSoft Enterprise • Partitioning • Business Process Mgmt • Siebel CRM • OLAP / Data Mining • Identity Management • e-Business Suite • Spatial • Data Integration • JD Edwards • Times Ten • Content Management • Hyperion • Database Vault • Business Intelligence • SPL • Secure Enterprise Search • User Interaction • Lodestar • AutoVue • Crystal Ball Copyright ©2009, Oracle. All rights reserved. Oracle’s Application Strategy Complete Open Integrated Comprehensive Industry Portfolio Standards-Based Architecture Designed to Work Together Acquisition Strategy Open Standards Integrate the Enterprise Strategic Fit Customer Fit Corporate Integration Fit Financial Fit Connect with Partners New Business Services Do It For Less Business Processes Business Intelligence User Experience Copyright ©2009, Oracle. All rights reserved. <Insert Picture Here> Challenges: Engineering & Construction Copyright ©2009, Oracle. All rights reserved. Challenges in Engineering & Construction Make Proactive Decisions How can I ensure that we see problems before they hit the books, so that we can act to avoid them rather than only react to them? “It is important to note that cost and schedule control systems provide more than reactive accounting – they also provide timely information for management intervention. Cost overruns and schedule delays are predicted, not just reported. Timely information allows The Construction Users Roundtable the opportunity … to mitigate the overall impact of negative occurrences.” Increase Project and Business Productivity Even when projects go well, we know we could be more efficient. How can we better leverage technology to increase productivity and improve our margins? “The productivity of the construction industry … has gradually declined (with some modest exceptions) over the past 40 years at an average compound rate of -0.59% [per] year.” Paul Teicholz, Ph.D. – Stanford University Collaborate Accountably How can I improve project team collaboration to reduce financial and performance risk, minimize waste, eliminate claims and increase client satisfaction? “If technologically unregulated or unsupported, the latency incurred in the difficult collaboration and change management environment of the construction industry kills projects.” Scott Lowe, P.E. Vice President – Trauner Consulting Gain Project Lifecycle Visibility How can I get a comprehensive view of all projects, and directly report on their performance if needed? “In an industry operating under constant pressures, the ability to identify, access and integrate information across multiple systems becomes essential for maintaining a competitive edge.” McGraw Hill Construction Copyright ©2009, Oracle. All rights reserved. Oracle|Primavera Enables you to Copyright ©2009, Oracle. All rights reserved. Make Proactive Project Decisions Oracle|Primavera enables you to track project status in real-time, calculate ongoing project performance metrics, and forecast project completion metrics so that you no longer react to changing project needs, but instead avoid surprises and proactively manage projects to successful conclusion. Plan • Consider all major project risk factors • Accurately forecast project completion dates and costs against estimates • Plan projects to capture full client and business requirements Execute • Anticipate issues and potential changes before they occur • Balance resources across changing project requirements • Continuously assess schedule & cost risk effectively Measure • Forecast cost to completion and project completion date • Track project, division and enterprise cash flow • Measure project specific and business wide risk exposure Copyright ©2009, Oracle. All rights reserved. Make Proactive Project Decisions At a glance, account for Original, Revised, and Projected Project Costs Quickly Identify Critical Issues behind schedule Quickly measure pending RFI volume, RFI Turnaround and Submittal Schedule Copyright ©2009, Oracle. All rights reserved. Make Proactive Project Decisions Anticipate issues, cost or schedule exceedance across your business Track Project, Division, or Enterprise wide cash flow Copyright ©2009, Oracle. All rights reserved. Increase Project and Business Productivity Oracle|Primavera enables your organization to ensure that project execution consistently meets project needs and goals. Standardize project management best practices and repeatable project processes across the diverse needs of your organization’s project work, to reduce project start-up, identify project management wastage and implement initiatives to increase productivity throughout your organization. Plan • Leverage best practices to reduce planning time and mistakes • Prioritize the project backlog • Roll-out enterprise wide productivity enhancing project delivery procedures Execute • Quickly identify successful change mitigation strategies from previous projects • Capture expertise and standardize best practices • Reduce the IT effort and cost to maintain project data and systems Measure • Compare project-to-project performance • Identify over-/under- performers • Identify bottlenecks Copyright ©2009, Oracle. All rights reserved. Increase Project and Business Productivity Create a long range plan and rank projects Update, track and react to project changes & risks Compare project to project performance, and review project manager or subcontractor performance Create a competitive advantage by prioritizing enterprise investments based upon financial considerations, risk tolerance and resource constraints Copyright ©2009, Oracle. All rights reserved. Collaborate Accountably Oracle|Primavera enables you to establish and enforce collaboration processes throughout your own organization and outside project teams to maintain accountability to projects. Tie resources to change management processes, assign project tasks, track ball-in-court responsibilities and measure team member and subcontractor performance. What gets measured, gets done. Plan • Establish and enforce a rigorous change management and control process • Establish an effective collaboration environment, keeping all participants accountable • Effectively avoid unwarranted change orders and claims Execute • Get the right information to the right people at the right time • Centrally track submittal schedules and ball-in-courts • Eliminate double data entry Measure • Get early warnings of potential problems • Easily track ball-in-courts • Track and measure team and subcontractor performance Copyright ©2009, Oracle. All rights reserved. Collaborate Accountably Manage tasks & activities with direct and secure updates from the field Quickly develop & communicate project plans Collaboratively develop and explore what-if scenarios to respond to change Copyright ©2009, Oracle. All rights reserved. Collaborate Accountably Hold internal and external team members accountable Compile a clear, complete and searchable record for claims protection Manage change across project teams Copyright ©2009, Oracle. All rights reserved. Gain Project Lifecycle Visibility Oracle|Primavera provides transparency into project status performance across all projects in your enterprise. User configured dashboards and access rights, ensure that all personnel have immediate access to the appropriate information to progress projects. Full reporting capabilities enable you to meet any project status and performance reporting requirements without additional effort. Execute • Plan out business requirements across the entire backlog • Discover project issues or problems early on at any level in the organization • Gain real-time visibility into project performance across the business Measure • Measure effective project, divisional and enterprise performance • Determine project profitability impact to the enterprise • Determine resource efficacy to the project success ratios Report • Meet all client, regulatory and funding reporting requirements • Decrease the number of man-hours spent tracking project status and compiling data • Decrease the number of executive hours spent in project review and data analysis Copyright ©2009, Oracle. All rights reserved. Gain Project Lifecycle Visibility See requirements across your entire backlog See revenue and performance across divisions Track major milestones across projects and enterprise Copyright ©2009, Oracle. All rights reserved. Construction Company Successfully Manages Thousands of Projects Business challenges: • Provide clients with consistent and profitable engineering and construction management services • Deliver project management, detailed design, procurement and management of one-of-a-kind projects Business results: “It gives us a strategic advantage to say that we use Primavera software, because our clients trust the Primavera name.” Cost and Scheduling Manager Parsons Infrastructure and Technology • Over 4,000 projects managed and 6,000 team members coordinated • Consistent project control across the enterprise • Decreased schedule development time by 50% • Accurate and timely performance data to support management decisions Copyright ©2009, Oracle. All rights reserved. Increased Executive Visibility and Standardized Best Practices Business challenges: • Build Efficiency and Profitability by Standardizing Best Practices across very large Capital Programs • Control the enormous flow of information and provide each project’s key players with the data they need to make informed decisions and keep projects moving forward Business results: “Primavera was able to give us the resources we needed for solid, streamlined management approach. We got out of the gate quickly and operated like a well-oiled machine—and our clients could see that we were using proven best practices along the way.” Chairman & CEO Hill International • 200,000 man hours saved by executive and • • • • Copyright ©2009, Oracle. All rights reserved. senior staff members 40% time savings in responding to RFIs 25% increase in planning productivity 30% reduction in IT effort required to maintain data Increased competitive margin in bidding price and overall profitability <Insert Picture Here> Solutions: Oracle|Primavera for E&C Copyright ©2009, Oracle. All rights reserved. Solutions for Engineering and Construction Primavera P6 Enterprise Project Portfolio Management • Balance resource capacity • Plan, schedule, and control • Allocate best resources and track progress • Monitor and visualize project performance vs. plan • Foster team collaborative management • Integrate with ERP & EAM systems Oracle | Primavera IPM Optimize use of limited capital to meet increasingly rigorous stakeholder demands Optimize project delivery performance to win in tightening competitive field Proactively manage project and program delivery, and proactively drive business performance Standardize best practices across projects, programs and portfolios to ensure consistent project success Gain transparency and proactively manage projects, programs and businesses Coordinate existing resources and quickly train new talent Maximize labor pools globally through an integrated approach Primavera Contract Management • Field contract and cost control tool • Negotiate and manage changes • Monitor subcontractor performance • Protect against claims Primavera Risk Analysis: • Determination of cost and schedule risk exposure • Predictive forecasting • Contingency and mitigation modeling and • • • Copyright ©2009, Oracle. All rights reserved. assessment Manage risks to maximize return and minimize uncertainty Set realistic expectations of project cost and schedule Imports and analyzes P6, P3 and Microsoft Project schedules <Insert Picture Here> Vision: Enterprise Project Portfolio Management Copyright ©2009, Oracle. All rights reserved. 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. Copyright ©2009, Oracle. All rights reserved. We Live in a Project-based World: What Gets Measured, Gets Managed 1 every business manages projects 2 and most have poorly defined processes. DIV 2 Plant 1 LOB 3 Planning & Execution $€ £ ¥ Div 3 Plant 3 Monitoring Performance Strategic Goals Cost Controls Div 4 JV 2 LOB 1 JV 1 3 Profitability Plant 2 LOB 2 The result: project failure. Div 1 Programs and Projects Talent Search Risk Mitigation Strategy Financial Reporting Distributed Information Copyright ©2009, Oracle. All rights reserved. Flawed project selection Cost overruns Overallocated resources Increased asset downtime No enterprise visibility Standalone products are the problem, not the solution. 28 Insight, Transparency and Value: Aligning Strategy and Execution Drives Performance ENTERPRISE PROJECT PORTFOLIO MANAGEMENT (EPPM) Business Value PROJECT PORTFOLIO MANAGEMENT (PPM) PROJECT MANAGEMENT (PM) RESULTS Plan and Schedule Complex Projects PROJECT CONTROLS Planners Project Managers Project Controls RESULTS Programs Resource Management Risk Management Change Management Plan and Schedule Key and Complex Projects DIVISION/LOB Planners Project Managers Project Controls Resource Managers Program Managers RESULTS Strategic Alignment Talent Management Cashflow Projections Performance and Control Programs Resource Management Risk Management Change Management Plan and Schedule All Projects ENTERPRISEWIDE Planners Project Managers Project Controls Resource Managers Program Managers Team Members Executives Strategy Copyright ©2009, Oracle. All rights reserved. 29 Oracle EPPM: Providing Complete, Global Visibility and Accountability Global, Real-time Coordination Strategic Planning Enterprise Asset Management Program Mgmt Resources Scope Report Plan What-if Execute Analyze Monitor Risk Mitigation Supply Chain Profitability Forecasting PPM Human Capital Finance Time Align Change Control Resources Visibility Visibility and Accountability Deliver Projects On Time, Within Budget, As Intended Copyright ©2009, Oracle. All rights reserved. 30 A Single Source of Truth: Linking Corporate Goals with Operational Plans • Integrate business process and data with key enterprise systems • Manage the program lifecycle from idea to execution • Control project costs and Align financials • Forecast cash flow • Assess risks and develop Plan Report contingency plans Analyze Execute • Align workforce enterprise goals and supporting project initiatives Monitor • Collaborate with entire project team including back office operations, internal resources, contractors, and executive management Copyright ©2009, Oracle. All rights reserved. 31 Oracle’s Enterprise Project Portfolio Management: Because All Stakeholders Deserve a Single Version of the Truth Value Provide governance across the enterprise to deliver the right projects and programs. Visibility Advance warning and analysis to reduce risk and eliminate project failure. Velocity Accelerate projects and programs to satisfy customer and clients. Accountability Deliver on commitments: what gets measured, gets done. Copyright ©2009, Oracle. All rights reserved. 32 ValleyCrest Primavera and J.D. Edwards: perfect together CUSTOMER PERSPECTIVE “Forecasting total costs and final results of a project has never been easier or more accurate. Having the systems working interactively gives up-to-the minute projections. Our project managers love it..” COMPANY OVERVIEW • No. 60 in ENR 400 (2008) • Revenues in excess of US$1B a year • Completes 80-90 % of it’s own work; subcontracts the rest • On average ~700 projects underway at any given time Sandy Kayser, Contract Manager Administrator CHALLENGES • Project execution in the field disconnected from back office • Ability to forecast cost to completion accurately • Accounting for pending project cost changes RESULTS • 25+ categories of data items are exchanged between JD Edwards and Contract Management • Change management collaboration and accountability • Integration is leveraged in all 17 branch offices and 2 satellite offices SOLUTIONS • Double data entry eliminated • Oracle|Primavera Contract Management • Accurate project forecasts in the field and backoffice • JD Edwards Copyright ©2009, Oracle. All rights reserved. Oracle|Primavera – Your Long Term Partner in E&C Engineering & Construction Solution Map Business Plan and Source And Development Design Procure Capital Supplier Planning & Relationship Budgeting Management Sales Force Design / Strategic Automation Engineering Marketing Lead Subcontract Scheduling Tracking Estimating Sourcing Management Construct Asset Financial Business Manage Management Management Support Performance Human Enterprise Capital Performance Management Management Capital Project Costing Change Management Planning & Budgeting Equipment Management Fixed Assets Capital Budgeting and Planning Maintenance Planning Material Purchasing Maintain and Service Field Service Management Legal & Regulatory Enterprise Warranty Reporting Management Time & Project Customer Expense Reporting Support Training Reporting Accts Rec, Contract Billing Maintenance Accts Pay General Ledger Project Budget Operate, Risk Management Project Forecasting & Performance Management Project Management Tools Decommission Managerial Employee Sarbanes Invoicing And Disposal Accounting Self Service Oxley & Collections Asset Performance Management Budgeting & Forecasting Sarbanes Oxley Copyright ©2009, Oracle. 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