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Interoperability: From the Project to the Enterprise Craig Larson – Richard Sappé –

Oracle E&C Industry Director Oracle|Primavera E&C Industry Strategist

Safe Harbor Statement 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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Agenda • Oracle & Primavera • Industry Solution • CRM • PPM & ERP • Content Management & Visualization • Reporting & Analytics

• Questions

Oracle Corporation Scale • • • • • • •

$22.4B in revenue for FY08 #1 in 40 product or product and industry categories 320,000 customers in 145 countries 20,000 partners $34B on 50 acquisitions, since 2005 85,000 employees (1 in 3 joined from acquisition) 6 million developers in Oracle online communities

Innovation and Investment • • • • • • •

Over 3,000 products, with over 2,000 patents $3B Research and Development this year 20,000 developers, running over 300,000 test scripts nightly 6,500 customer-driven enhancements yearly 1 million students supported 7,500 customer support specialists, speaking 27 languages 20,000 implementation consultants

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Why Primavera The Leader in Project Portfolio Management • • • • • • •

25 years as proven leader for project-intensive industries 5,000 global enterprises and 2.5 million users in 85 countries More than $6 trillion in project value managed with Primavera Consistently recognized as a leader by industry analysts Industry-specific business processes Standard, pre-built integrations with leading ERP vendors Open standards-based integration with industry applications

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Complete Open Integrated 6

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Oracle E&C Functional Footprint Customer Channels Analytics

Field Operations

Back Office Controls

Financial Analytics

Estimating & BIM Third Party

Corporate Administration CPM

Financials

Human Resources

Facilities Management

Indirect Procurement

GRC

Learning Management

Helpdesk

Infrastructure Hubs (Asset, Product, Projects, Customer)

Master Data Management

Integration Framework ( Middleware, BPEL, Edge Services) Technology (e.g., Database, Application Server, Identity Management, Advance Security)

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HR

IT

rc es R es ou

p U

Generate Proposals

l sa

t ar St

Christmas Card List

po

B id

Opportunity Management

Control Process o Pr

CRM Rapidly Maturing in Industry

Backlog & Probability

Enter Outstanding Bids

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Why CRM OnDemand for E&C • E&C Specific: Comprehensive Industry Solution • Easy to use: Intuitive web 2.0 user interface • Quick Time to Benefit: Average 8-10 weeks including configuration & integration, requires little training and initial setup • Easy to Integrate: Open Standards allow integration with ERP, Primavera and other solutions • Lower TCO: Inexpensive license and implementation costs • Embedded Analytics: Analysis and trending • Hosted solution: No hardware or software to purchase, maintain or manage

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Creation of Project from Bid

© 2008©2009, Oracle Corporation – Proprietary and Confidential Copyright Oracle and/or its Affiliates.

All rights reserved.

Corresponding Primavera Activities & Milestones

© 2008©2009, Oracle Corporation – Proprietary and Confidential Copyright Oracle and/or its Affiliates.

All rights reserved.

All Participants Deserve a Single Version of the Truth: Oracle’s Enterprise Project Portfolio Management • Integrate business process and data with key enterprise systems • Manage the program lifecycle from idea to execution

Align

• Control project costs and financials Plan

Report

• Forecast cash flow • Assess risks and develop contingency plans

Analyze

Execute Monitor

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• Align workforce enterprise goals and supporting project initiatives • Collaborate with entire project team including back office operations, internal resources, contractors, and executive management

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Project Management - Integration Overview AIA (Process Flows) Process Flow

1. Global system information 2. Global resources 3. Project Header 4. Tasks

JDE EBS

5. Budgets 6. Project resource assignments

Primavera P6 PPM

7. Actual financial costs 8. Forecast cost to complete 9. Scheduled progress 10. Employee time entry ERP owns the financial aspects of all projects. Projects originate in ERP or PPM and project execution occurs in PPM

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Field/Subcontract Operations - Integration Overview AIA (Process Flows) Process Flow 1. Global system information 2. Project Header 3. Budgets / Funding 4. Contract/Commitment Header

JDE EBS

5. Change Requests

Primavera Contract Management

6. Current Contract Value plus Unapproved Variations 7. Progress Payments 8. Actual financial costs 9. Commitments Contracts originate in ERP. Contract line item and field collaboration occurs in PPM

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Work Breakdown Structure automatically gets populated from JD Edwards EnterpriseOne

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Detailed view into Costs payment status

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Project activities map into accounts in JD Edwards EnterpriseOne GL and Project Costing

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Track all costs on a project

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Understanding Oracle UCM It’s Sharing Content (regardless of type) Across the Enterprise CONTRIBUTOR

Individual

CONTENT TYPE

CONTRIBUTE VIA

Audio

Web browser

XML

Video

Desktop application

HTML

MS Office HTML pages Flash Multimedia

Project Team

Windows folders HTML form

Graphics

Auto categorization

Scanned docs

ODMA

System generated

Adobe InDesign

XML

Programmatic integration

Email Systems & Repositories

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FORMATS

E C M

WML

DELIVERY

Web services SOAP WSDL

cHTML

COM

HDML

JAVA

PDF

EJB

Native JPEG TIF

HTTP

CONSUMER

Internet Extranet Intranet Applications Wireless

FTP

GIF

ICE

WBMP

RSS feeds

Disconnected Repository

Understanding Oracle UCM It’s Managing Content Through its Lifecycle • Applies control and support • During each lifecycle phase • From creation to destruction

Capture Correspondence

Store Securely

Version Drawings etc Index for Discovery

Create Project

Manage and track

In Addition to Activities Construction companies need to manage a process that catalogues documents as being :

Ensure ease of use

As designed

Distribute to contractors

As Constructed As Commissioned Handover of these documents is art of Completion process and can take months and hold up final payment!!! A real drain on cash flow and profitability

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Publish to suppliers Archive for legal reasons

Search and report

Craig CraigLarson: Larson: Link Linkfor forthe the movie movie

Video Videoexample exampleshowing showingintegration integrationbetween between Primavera PrimaveraP6 P6schedule scheduleand andAutoVue AutoVuewith withdrawing drawing visualization, visualization,mark-up mark-upand andcollaboration collaboration

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Oracle BI Applications Single- and multi-source Analytic Apps Built on BI Suite EE

Sales

Service & Contact Center

Marketing

Supply Chain & Order Management

Procurement and Spend

Financials

Human Resources

Projects

Oracle BI Applications Interactive Dashboards

Reporting & Publishing

Ad-hoc Analysis

Proactive Detection and Alerts

Disconnected Analytics

MS Office Plug-in

Web Services

Oracle BI Suite EE Plus

DW Schema Packaged ETL Maps

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Universal Adapters

Legacy Project Management, Budget Management, and Scheduling Systems

Example of Detailed Analysis Required: How does the glass curtain wall delivery date affect our milestones and our cash flow ?

Business Objectives / Issues

Maximize Cash Flow

Is Project on Schedule?

Are Milestones being met?

What is the Project P&L?

Have Invoices been submitted?

• Business Function: Receivables Gain Insights

Are materials being delivered on schedule?

• Role: Project & Deliverables Mgr

Who are the suppliers?

What is the status of the delivery

Take Action

Is the Invoice in the correct format?

Put pressure on supplier to ensure deliveries are being made on time

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Does the customer agree with the progress status

• Objectives: • 1) Maximize Cash Flow • 2) Control Financial Risk of Project

Decision Workflows – Project Analytics Business Objectives/ Issues

Improve Project Performance Is Financial performance on target?

Are Project costs under control?

Gain Insights

What is the cost variance?

Which task has more variance?

Which resources are causing cost variances

Take Action

Target efforts to reduce the project costs

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Drill to Detail

Project Metrics

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Cashflow Scorecards

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