www.thalesgroup.com
Oracle’s E-Business Suite of
Applications [EBS] and
Primavera Integration
Mac Chouhan
UKOUG Primavera Conference – 22nd March 2011
1 /
Agenda …
Introduction
Introduction to Thales
Thales B1 Programme
Oracle / Primavera Interfaces
Q&A
2 /
Introduction …

This presentation will provide how the ‘B-One Primavera Rollout’
within Thales was established and the benefits and Return on
Investment [ROI] it brings with it

The integration of Oracle’s E-Business Suite of Applications [EBS]
and Primavera Integration Architecture brings together a true
Enterprise Solution: B-ONE

Thales Core Model showing the various Interfaces between Oracle
EBS and Primavera
3 /
A technology leader providing safety and security
A global company with 68,000 employees
and €12.9 billion in revenues


We help our customers to:

Provide reliable and secure solutions

Monitor and control

Protect and defend
In two major sectors
Aerospace and Transport
40%
Thales: a reliable, long-term partner with
operations in 50 countries
Defence and Security
60%
4 /
Defence and Security
Defence

Serving all branches of the armed forces

Air, Land, Naval and Joint operations
Interoperable, scalable solutions and services
focused on operational requirements
Security

Serving governments, institutional
customers and civil operators
A comprehensive approach to national security
and citizen protection
5 /
Aerospace and Transport
Aerospace

Serving aircraft manufacturers, airlines
and civil aviation authorities
Presence on all types of civil and military aircraft
and all major new aircraft programmes
Space

A major player through Thales Alenia Space

Serving satellite operators, space agencies
and defence customers
Central role on the major civil and military
programmes
Transport

Helping to optimise use of
rail and road infrastructures
Driving improvements in traveller safety
and ground transport efficiency
6 /
Global reach, local expertise
A Global Player
68,000 employees in
50 countries
7 /
Thales Oracle Practice

Oracle partner since 1998

Certified Partner

Accelerate Partner

Engaged on Thales Global B1 Project

History of Worldwide Oracle Implementations
across all Business types
8 /
What is B1…?
B1 is …

a multinational programme being introduced in the UK,
Spain, The Netherlands, France…. More to Follow

aimed at enabling greater efficiency and productivity through
the convergence of business process

2000+ B1 users now benefit from a process centric business
toolset that promotes collaboration and continuous
improvement

replaces all existing ERPs (Enterprise Resource Planning
systems) with a powerful single technology platform across
all Thales Group activities

A global business transformation programme, not an IT
initiative

Primavera provides key data inputs in to IBP (Integrated
Business Planning)
Solution Architecture
9 /
Component
Information
System
TCIS
Timesheet
PDM
'
Export
Control
DCC (TUS Only)
OTL
Local Export
Systems
Corporate
Purchasing
Planning &
Resource
Management
Thalsis
Primavera
Purchasing
Manufacturing
Customer
Support
Buyerless
Purchasing
MS&C/
Programme
Controlling
BI / Data
Warehouse
( All Domains)
SPAG
Cognos
Banking
Accounting /
General Controlling
BACS
Scanning
System
Clearing
&
Netting
Local Scanning
System
IMSCAN
Clearing &
Netting
System
Human
Resources
& Payroll
Northgate
Travel
&
Expenses
Corporate
Reporting
Marco Polo
Magnitude
Key
 OCM Scope
 Country application
 Group application
th
17 April 2008
B1 - Realising the Power of ‘One’ within Thales
10 /
B1 is a key enabler of the group’s transformation plans
Implementation of common
business processes and systems
throughout the group
One Mobile
Workforce
Greater Speed
and Accuracy
One Way of
Working
Enhanced
Staff
Mobility
To deliver greater efficiency
and productivity
One Approach to
Information
Improved
Quality
of Service
One Set of
Systems
Lower
Costs
11 /
Background – Primavera …
Primavera ?

All During 2004, Thales synthesized all its Divisions’ programme management
processes on the basis of existing methodologies within the Group and
international standards.

To support this process, a tool was chosen… Primavera, which is …


a standard market tool widely utilised worldwide

particularly within companies functioning in Project mode

Its parameters are based on accepted business management processes
Acceptance:

First, functional and technical experts accepted Primavera together with its parameters before testing
and validating it on pilot schemes

Decided at Group level to utilise this tool and its associated processes within the Divisions
12 /
Objective – Process supported by a tool…


Because Programmes are the whole point of reason for our business, the
Thales objective is to improve

Anticipation & forecast accuracy

Transparency

Data consistency
The Thales worldwide deployment of Primavera is at the same time

A more demanding application, but also more virtuous, of our process of Program
Management

A set of cultural changes

And finally, a tool in the service of the Programme Management

Use of a Thales “Primavera Core Model”
13 /
Why a core model ?
• secured fields
• set of standard codes
• cultural changes
• configured layouts
THALES PM PROCESS
• additional tools / functions
• data history
PRIMAVERA THALES
CORE MODEL LAYER
PRIMAVERA
• simulation
• capability to capture
“validated” programme
situations
• Additional reports
• Excel
• Cognos (finance –
workload)
• Interface with our BO
A need to standardize across regions / entities …
14 /
Keep in mind that …

Before looking at the PM process, keep in mind that

Primavera stores all our data in a centralised & shared database

Any modification – at any level - is immediately recorded in the database


With limited undo capabilities
The current situation of our programmes is a “live” one (any change
immediately affects the milestones, the cost at completion, the workload,
…etc …..)
Why a Programme Management Process and Tool
15 /
…Background
Target situation
Disjointed situation
No consistent view of schedule, workload
and costs
Excel
…
An integrated Programme Management
process for schedule, workload and
costs
Programme Management tool
Costs
Artemis
P3
MSP
Excel
…
Excel
…
Schedule(s)
Integrated
resource schedule
Costs
Workload
Workload
16 /
Scope of the Programme Management tool

All the programmes shall be managed within the Programme Management
tool.


Workload forecast for the unit will be provided by Primavera and shall
include:


The functionalities to be used depend on the programme complexity as a minimum: start date – end date,
workload, budget, costs
Business opportunities, Current programmes, Other budgeted activities (PV, bids, warranties)
Primavera is built to meet both Programme Management and Finance
needs

The Programme Management tool is the Master for the programme structure

The ERP is the master for actual costs

Every work package has its corresponding cost point in the ERP

EAC are transferred from the PM tool to the ERP

The Contract budget base is under the responsibility of the Programme Manager
17 /
Interfaces – B1 UK
Time Sheet
Time sheet at cost
point level
Cost Points
Hierarchy
Organisation / Cost Centre
Resources
Employees/Non Labour/Rates
Programme
Header ID/Budget/Responsibility
WBS
CA / WPs’
- Labour Hours
Cost
Employee & Non Labour plus - Labour Costs To Date
- Labour Period Costs
Summary Commitments
- NonLabour Period Costs
At Cost point level
Commitment
Detailed PO info / Profiled ETC
PM tool
PM EAC
Programme Level
ERP
Business Organisation Hierarchy and Resource (Labour and Non Labour) to Primavera with various attributes
Programmes are created in the BO and transferred into Primavera if Status <<Approved>>
Full WBS is created in Primavera [Master]. Only key elements “CA” and “WP” are sent to the BO
Timesheet captures Hours at Cost Point level (Manufacturing WIP booking direct into BO)
Actual costs (both labour and non labour) are transferred from the BO to Primavera at cost point level – WP
Actual labour quantity (hours) also transferred at WP level
Detail Commitments information by WP – summary only. Next version direct into ETC as profile per PO dates
Global EAC (PMB + MR) at Programme level is transferred from Primavera to the BO
18 /
Screenshots – Hierarchy…
Hierarchy in Oracle …
19 /
Screenshots – Hierarchy…
Hierarchy Interfaced into Primavera OBS View …
20 /
Screenshots – Resources…
Csv output …
21 /
Screenshots – Resources…
Resources Interfaced into Primavera Resources View …
22 /
Screenshots – Programme…
Oracle Projects …
23 /
Screenshots – Programme…
Csv output …
Primavera End Log file
24 /
Screenshots – Programme…
Programme Interfaced into Primavera Projects View…
25 /
Screenshots – WBS…
WBS created in Primavera …
26 /
Screenshots – WBS…
Sending WBS to Oracle …
27 /
Screenshots – WBS…
WBS Interface
Log …
Csv output …
28 /
Screenshots – WBS…
WBS Interfaced into Oracle …
29 /
Screenshots – Actual Costs…
Costs in
‘Oracle Time
& Labour’ …
30 /
Screenshots – Actual Costs…
Oracle Csv
output …
Costs Interface
Log File …
31 /
Screenshots – WBS…
Costs in Primavera …Activities View
32 /
Screenshots – Actual Costs in …
… Projects View…
… WBS View …
33 /
Screenshots – PMEAC …
PMEAC …
34 /
Screenshots – PMEAC…
PMEAC Log File …
PMEAC Csv
35 /
Screenshots – PMEAC…
PMEAC Interfaced to Oracle Projects …
36 /
Oracle – Primavera Interface Timings

Frequency and timings of each interface are:

Cost interface run at month end when month end processing complete
Scheduled to run overnight

Log Files

log files generated for each interface and emailed to Business Super Users

Nominated key users validate and respond back to users
37 /
Monthly Update Process
EAC transfer
towards ERP.
Actuals and
Commitments
transfer to PMV.
PMV Dashboard updating.
Possible schedule update (without to
change the Data Date)
ETC
update
!

!
End of month N
updating.
~ 2 weeks
Data Date
Data Date
1st month N
1st month N+1
The « update session » as currently practiced on programmes – and
appears as a very efficient process. The programme team meets
around the “live” Primavera schedule and updates it while discussing
the issues. Typical duration is ½ to 1 day – depending on the
programme size.
Baselines creation
(Current Situation)
Selection / Type
baselines change, for
creation of Financial
Baselines
38 /
Other Interface / Tools …
Other Interfaces and Tools

Resource Rate Inflation



A specific resource rate inflation tool to manage inflation rate for labour resources
PM Tools

Tools to aid reporting cycle

Checks Project data compliance to Standard Planning Practices

Automates Primavera Summarisation, Baseline creation for PMBI Reporting
WBS Loader

Load any ERP WBS’s into Primavera

Used for Data / Cost Migration …
39 /
Questions …?
THANK YOU …
Mac Chouhan
Primavera Functional Consultant
Mac.chouhan@uk.thalesgroup.com