comparing sap, oracle, and microsoft solutions for project management; clash of the titans

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CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management Sasan HOSSEINI, 10 th International Project Management Conference 15-16 Feb 2015, Tehran, Iran

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Page 1: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

1

CLASH OF THE TITANS;

Comparing SAP, Oracle, and Microsoft Solutions

for Project Management

Sasan HOSSEINI, 10th International Project Management Conference15-16 Feb 2015, Tehran, Iran

Page 2: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

2

On the aspect of technical and managerial abilities or even the market share the comparison between

“SAP All-in-One” & “Microsoft Dynamics SL” (for small and medium enterprises) or “SAP-ERP ECC6” &

“Oracle’s PeopleSoft ERP Solutions” (for Large enterprises) is acceptable regarding the fact that all

these products are ERP solutions. On the other hand it is naturally accepted that non-identical systems

cannot be compared. For example it is basically wrong to compare “SAP-ERP ECC6” form SAP AG with

“Primavera Unifier” from Oracle and “Project Professional” from Microsoft since the infrastructures

and application areas are not completely the same.

However, we are not trying to make a company or a product superior or inferior.

The ultimate goal of holding such a seminar is to familiarize the audiences with capabilities and

advantages of different systems in order to cover the project management requirements in project-

Based companies. Thus, in this presentation, different products from these three companies (Oracle,

SAP AG, and Microsoft) are selected deliberately.

It is worth to be mentioned that regarding the aforementioned explanations, some well-known

systems like “Dynamics AX” or “Dynamics SL” from Microsoft and “E-Business Suite ERP Solutions” or

“Oracle Project Portfolio Management Cloud” from Oracle are purposefully ignored unless Microsoft

or Oracle company has not provided another solution/product related to the declared need.

All other selected products for this presentation are of the most well-known ones in the market.

There are also some products from the partner companies which are starred*.

Page 3: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

3

Agenda

Definitions

Project Phases and flow of data, A Big Picture (an EPC LSTK Project)

Performance Data/Information/Reports; Communication & Stakeholder Engagement

Which Applications we need to run the project, From Document Control to Financial Accounting

Project, Program, Portfolio, and Enterprise System definitions (PMS, PMIS, …)

Project Management Requirements AND Solutions Provided by Microsoft, Oracle, and SAP

Scheduling, Risk Mgmt, Procurement Mgmt, Daily Report, Quality Control, HSE, PM & Financial Accounting, HRM

Integration, Workflow, Business Process Management, Business Intelligence

Knowledge Management, Good Practices, Work Collaboration, Meetings Minute

Implementation Considerations

Implementation Methodologies

Organizational Change Management

Other Success Factors

Page 4: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

4

Definitions

Page 5: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

5

Engineering

• Civil

• Mechanical• System 1

• System 2

• Electrical

Procurement

• Mechanical

• Package 1

• Package 2

• Electrical

Construction

• Civil

• Area 1

• Area 2

• Electrical

WBS Work Package Activity

Relationship

Resource

Duration

CPM

Work Packages and Critical Path Method

Page 6: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

6

Engi

nee

rin

g MTO

WTO

MR

WR

Engineering Procurement Construction

Budget

How

Project Phases and flow of data, A Big Picture (an EPC LSTK Project example)

Dis

cip

line

s’ W

ork

Pla

nn

ing

& C

on

tro

llin

g

CNS: Consuming

DAS: Delivery At Site

DR: Daily Report

FAT: Factory Acceptance Test

I.P. Incoming Payment

INV: Invoice

MAN: Manufacturing

MR: Material Requisition

MTO: Material Take off

O.P. Outgoing Payment

PL: Packing List

PO: Purchase Order

TDR: Tender

WO: Service Order

WP: Work Performance

WR: Service Requisition

WI: Warehousing, Inventory

WTO: Service Take off

Ab

bre

via

tio

ns

Page 7: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

7

Engi

nee

rin

g MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

Budget Release

PO

How

Project Phases and flow of data, A Big Picture (an EPC LSTK Project example)

Also, Our Construction workforcesDis

cip

line

s’ W

ork

Pla

nn

ing

& C

on

tro

llin

g

CNS: Consuming

DAS: Delivery At Site

DR: Daily Report

FAT: Factory Acceptance Test

I.P. Incoming Payment

INV: Invoice

MAN: Manufacturing

MR: Material Requisition

MTO: Material Take off

O.P. Outgoing Payment

PL: Packing List

PO: Purchase Order

TDR: Tender

WO: Service Order

WP: Work Performance

WR: Service Requisition

WI: Warehousing, Inventory

WTO: Service Take off

Ab

bre

via

tio

ns

Page 8: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

8

Engi

nee

rin

g MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

Budget Release

PO

How

Project Phases and flow of data, A Big Picture (an EPC LSTK Project example)

Also, Our Construction workforcesDis

cip

line

s’ W

ork

Pla

nn

ing

& C

on

tro

llin

g

CNS: Consuming

DAS: Delivery At Site

DR: Daily Report

FAT: Factory Acceptance Test

I.P. Incoming Payment

INV: Invoice

MAN: Manufacturing

MR: Material Requisition

MTO: Material Take off

O.P. Outgoing Payment

PL: Packing List

PO: Purchase Order

TDR: Tender

WO: Service Order

WP: Work Performance

WR: Service Requisition

WI: Warehousing, Inventory

WTO: Service Take off

Ab

bre

via

tio

ns

INV

WI

DR

CNS

WP

WP

Page 9: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

9

Financial

O.P.

WP

WP

WP

BILL I.P.En

gin

eeri

ng MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

Budget Release

PO

How

Project Phases and flow of data, A Big Picture (an EPC LSTK Project example)

Also, Our Construction workforcesDis

cip

line

s’ W

ork

Pla

nn

ing

& C

on

tro

llin

g

CNS: Consuming

DAS: Delivery At Site

DR: Daily Report

FAT: Factory Acceptance Test

I.P. Incoming Payment

INV: Invoice

MAN: Manufacturing

MR: Material Requisition

MTO: Material Take off

O.P. Outgoing Payment

PL: Packing List

PO: Purchase Order

TDR: Tender

WO: Service Order

WP: Work Performance

WR: Service Requisition

WI: Warehousing, Inventory

WTO: Service Take off

Ab

bre

via

tio

ns

INV

WI

DR

CNS

WP

WP

Page 10: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

10

Engi

nee

rin

g MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

ProcurementBalance

ConstructionBalance

Cash Report

Pla

n

Co

mm

itm

ent

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Project Phases and flow of data, A Big Picture (an EPC LSTK Project), Reporting

Pla

nn

ing

& C

on

tro

llin

g

Page 11: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

11

Direct and Manage Project Work

Work Performance Data

Control Stakeholder EngagementControl ScopeValidate ScopeControl ScheduleControl Cost Control RisksControl Quality Control ProcurementControl Communications

Work Performance Information

Monitor and Control Project Work

Work Performance Reports

Manage Project Team

Performance reviews

Performance reviews

Project performance appraisals

Project Communications

Manage Communications

Performance reporting

Develop Project Management Plan

PMBOK 5th Edition, PMI

PMBOK 5th, Work Performance Data/Information/Reports; Communication, Stakeholder

Up

dat

es

P

E

E

EM

M

Deliverables statusSchedule progressCost incurred...

PM Plan

Executing Disciplines:• Engineering • Procurement• Construction• Quality • …

Page 12: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

12

ENG

MTO

WTO

MR

WR

TDR

TDR

Contract

Contract

WO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

INV

O.P.

WP

WP

ProcurementBalance

ConstructionBalance

Cash Report

Pla

n

Co

mm

itm

ent

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WPA

WPA

Owner, Sponsor, Portfolio Manager, Program Manager, PMO

Sellers(Vendors/Suppliers & Contractors)

Business Partners

Project ManagerPM Team

Functional ManagersDisciplines

Communications & Stakeholder Management

Stakeholders

Page 13: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

13

Engi

nee

rin

g MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Prime Contract & BudgetingEstimating & WeightingProcurement & CommitmentsPerformance Measurement & Billing, …

Managerial Accounting

Managerial Accounting (some aspects)

Page 14: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

14

MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Financial Accounting

Financial Accounting (some aspects)

Engi

nee

rin

g

Page 15: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

15

MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Procurement

Procurement (some aspects)

Engi

nee

rin

g

Page 16: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

16

MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Quality Control

Quality Control (some aspects)

Engi

nee

rin

g

Page 17: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

17

MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Risk

Risk Management (some aspects)

Engi

nee

rin

g

Page 18: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

18

MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Daily Report

Daily Report, Task Documentation, …

Engi

nee

rin

g

Page 19: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

19

MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Health, Safety, Environment

Health, Safety, and Environment (HSE) (some aspects)

Engi

nee

rin

g

Page 20: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

20

MTO

WTO

MR

WR

TDR

TDR

Contract

ContractWO

MAN

Engineering Procurement

SHIP PL DASFAT

Construction

INV

Financial

WI

O.P.

WP

WP

WP

BILL I.P.Budget Release

PO

DR

CNS

How

WP

WP

Document Control

Document Control (some aspects)

Engi

nee

rin

g

Page 21: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

21

Financial Accounting

Project HSE

Human Resource

Quality (Control & Assurance)

Scope, Time, Resource CPM

Risk

Stakeholder, Communication

Enterprise System

Program & Portfolio Management System

Co

st C

ente

rs (

IT, H

R,…

)

Oth

er P

rogr

am w

ork

s

Project, Program, Portfolio, and Enterprise System (Schematic)

Procurement

Document Control

Processes AND Integration

Project Warehousing

Daily Report

PM (Managerial) Accounting

Project No. 2

Project HSE

Scope, Time, Resource CPM

Risk

Stakeholder, Communication

Project Warehousing

Daily Report

PM (Managerial) Accounting

Project No. 1

Page 22: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

22

Organizational Governance

Org

aniz

atio

nal

Pro

cess

es

Org

aniz

atio

nal

Pro

ced

ure

s

Org

aniz

atio

nal

Po

licie

s

Project Governance

Framework

Structure

Ro

les

Res

po

nsi

bili

ties

Acc

ou

nta

bili

ties

Co

mm

un

icat

ion

Fra

mew

ork

Alig

nin

g P

roje

ct G

ove

rnan

ce

and

Org

aniz

atio

nal

Go

vern

ance

Effe

ctiv

enes

s o

f P

roje

ct

Man

ager

Mea

sure

sP

roje

ct L

ife

Cyc

le A

pp

roac

h

Po

licie

s, S

tan

dar

ds,

Pro

ced

ure

sD

eliv

erab

le A

ccep

tan

ce C

rite

ria

Processes

Ch

ange

Co

ntr

ol P

roce

sses

Stag

e G

ate

Rev

iew

Pro

cess

es

Dec

isio

n M

akin

g P

roce

sses

Res

olv

e Is

sue

Pro

cess

es

.

Pro

cess

esPa

yme

nt

Syst

em

PM

ISO

ther

To

ols

Co

ntr

act

Ch

ange

Co

ntr

ol

Syst

emO

ther

Tec

hn

iqu

es

Wo

rk A

uth

ori

zati

on

Sys

tem

Pro

ced

ure

s

Methodologies

Pro

ced

ure

s

Tech

niq

ues

Ru

les

Pra

ctic

es

PMS and Governance Framework (The PMBOK 5th Edition)

Processes

Pro

ced

ure

s

Project Management System (PMS)

Page 23: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

23

Pro

ject

Man

agem

ent

Info

rmat

ion

Sys

tem

(P

MIS

)

(To

ols

, as

a p

art

of

Ente

rpri

se E

nvi

ron

men

tal F

acto

rs)

Information Collection & Distribution System (Outputs)

Scheduling Tool

Records Mgmt System (Procurement. Docs & Records)

WAS: Work Authorization System (IS Part)

CMS: Configuration Mgmt System (IS Part)

Interfaces to other online automated systems

Gathering and Reporting on KPIs system

Archiving Project Documents and correspondence

Project Management Information System (PMIS), The PMBOK 5th Edition Definition

PMBOK 5th Edition, PMI

&INFORMATION

SYSTEMDefinition

Page 24: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

24

IMS: Information Management System

COST, SCHEDULE Progress, PERFORMANCE

Har

d-C

op

y D

ocu

men

t M

gmt

(MO

M, L

ette

r, R

epo

rt, …

)

Elec

tro

nic

Co

mm

un

icat

ion

Mgm

t (E

mai

l, Fa

x, …

)

Reporting System

Co

nso

lidat

e R

epo

rts

fro

m

seve

ral s

yste

ms

Dis

trib

uti

on

R

epo

rts

to

Stak

eho

lder

s

Electronic Project Management Tools

Sch

edu

ling

Web

in

terf

aces

PM

So

ftw

are

Me

etin

g &

Vir

tual

O

ffic

e S

up

po

rt

Port

al

Co

llab

ora

tive

Wo

rk

Mgm

t To

ols

Rep

ort

ing

Tem

pla

te

Spre

adsh

eet

&

Gra

ph

ical

An

alys

is

Too

ls

Information Management System, The PMBOK 5th Edition Definition

PMBOK 5th Edition, PMI

IMS: Set of standard tools for the project manager to capture, store, and distribute information to stakeholders

Page 25: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

25

P E M

2 Direct and

Manage Project Work

2 Monitor and

Control Project Work

3 Close

Procurements

1 Estimate

Activity Resources

1 Control

Schedule

1 Estimate Costs 1 Control Costs

5 Manage

Communication

5 Control

Communication

3 Control

Procurements

4 Control

Procurements

6 Control

Procurements

5 Control

Stakeholder Engagement

C1: Project Management Software (:PMIS)

2: Project Management Information System• Information Collection & Distribution

System (PM Process Outputs)• Scheduling Tool• Interfaces to other automated systems• Gathering and Reporting on KPIs system• Archiving Project Documents

3: Records Management System (:PMIS)

4: Contract Change Control System (:PMS)

5: Information Management System

6: Payment systems (:PMS)

Note:

PMBOK 5th Edition and Information System

PMIS also includes: (as the EEFs)• Work Authorization System• Configuration Management System

Tools

PMBOK 5th Edition, PMI

Page 26: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

26

DRP

BZI

CPMRSK

FIAHSE HRMQCACPM RSK PRO WRH DRP PMADCM

FIAHSE HRMQCACPM RSK PRO WRH DRP PMADCMINT: Integration (and Interfaces to other online and web based automated systems)

BPM (Business Process Management)

Scheduling

GPR COL MTN EMLKMP

Risk Management

Document ControlArchiving Project Documents

Purchasing, Material Tracking, Logistic

Warehousing Inventory Control

Daily Report & Task Documentation

Quality Control & Quality Assurance

Health, Safety, Environment

Project Management Accounting

Financial AccountingPayment System

Human Resource ManagementPayroll

Knowledge Management Tools (IT Based)Portal

Good Practices

Work Collaboration and Issues

Meeting Minutes Email

Business Intelligence (Dashboard & KPI)

Business Process Management System

Preliminary definition of ERP, BPMS, Applications

Page 27: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

27

Project Management Requirements

AND

Solutions Provided by Microsoft, Oracle, and SAP

Page 28: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

28

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

I am talking about this topic (we will focus exclusively on this topic)

These topics are also related to our discussion

In the upcoming slides: for example

DRP

BZI

CPMRSK

FIAHSE HRMQCACPM RSK PRO WRH DRP PMADCM

FIAHSE HRMQCACPM RSK PRO WRH DRP PMADCMINT: Integration (and Interfaces to other online and web based automated systems)

BPM (Business Process Management) GPR COL MTN EMLKMP

Page 29: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

29

Microsoft SQL Server™ Analysis Services

SharePoint™ Team Services

Project Server

Enable Portfolio Analyzer

Enable project collaboration

Enterprise-enabling components

PP (Project Professional)

MSP (Microsoft Project Standard)

Project Server

MSP (Microsoft Project Standard)

Server Client

Microsoft Project Server, Microsoft Project Professional, Microsoft Project Standard (MSP)

Only in Project Professional (Some)Enterprise Custom FieldBuild Team from EnterpriseGeneric ResourcesResource CenterSummary resource assignmentsProject versionsPortfolio Analyzer and ModelerAPI for solution builder access

Features in both, different ways (Some)SecurityBase CalendarResource PoolInactive ResourcesProject Version

Microsoft Project Web AccessTimesheet CenterStatus ReportProject viewsDocumentIssue

IN THIS PRESENTATIONMSP: Microsoft Project Standard

MP = Project ServerPP = Project Professional

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30

P6 EPPM Administration

Project Template (~Methodology Management)

Graphs, Charts, Pivot tables, DashboardsBetter Risk Management functionsBetter Resource Management functionsBig Focus on Portfolio ManagementTimesheet Approval

Client Server

Web

P6 PPM

P6 PPM

P6 EPPM

Administration

PPM: Oracle Primavera Portfolio Management: Clarify key strategic objectives, Propose initiatives, Review portfolio performance, .... AND, Potential Projects, Priorities, Initiatives P6 OR Project Server

Primavera P6 Analytics

Primavera P6 Analytics : Oracle Business Intelligence platform + P6 EPPM

ORACLE P6 PPM, P6 EPPM, PPM, P6 Analytics

IN THIS PRESENTATIONP6 = P6 EPPM ALSO, IN THIS PRESENTATION

SAP = SAP-ERP ECC6

P6 PPM: Oracle Primavera P6 Professional Project ManagementP6 EPPM: Oracle Primavera P6 Enterprise Project Portfolio Management

Also, I do recommend you to have a look at Oracle Web site, "Oracle Project Portfolio Management Cloud“; https://cloud.oracle.com/project-management

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S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

31ORACLE Primavera Unifier VS. Contract Management

Define Business Processes (Workflow+Form) Portfolio Management and Multiple Scenarios

Ability to Modify User Interface Manage forecasts, Spending guidance

Program level hierarchy Scheduling Management

Define Folder Resource Management

Integration with other systems (WSDL) Configurable Cost Management

Work Flow for Project initiation Advanced Cashflow Management

Workflow for Cost Controls Advanced Earned Value Management

Integrated with Cost Business Processes Funding Management

Available In SaaS Considering Risk And Issues Costs

Manage Gates Facilities (Assets and Maintenance) Management

Computable Cost Worksheet Real Estate Management

Import Schedule From P6 (and MSP) Define Group/Partner and Users

Reports (Do not require BI Publisher) End-User Usage Reports

Program Level Reporting Company Workspace (User/Vendor setup)

Personal Tasks, Message, Drafts Mobile Access

Customizable Alerts Control Access to Tasks level

Inbound for emails Role Based Security

Unifier = Contract Management + BPM + Scheduling + Resource Management + Cash flow + …

You may design/modify using Unifier Udesigner, Business Process Templates; Some:

Correspondence, Notice, NCN, Punch List, Safety, Daily Report, CM, …

Unifier and Contract Management (CM) Common Modules, Some:Cost Worksheet, Contract, PR/Invoice, RFI, Documents (Drawing & Submittal), …

Cap

ital

Pro

ject

& P

rogr

am M

anag

emen

t (C

PP

M)

pac

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s▪

Pri

mav

era

Un

ifie

r C

apit

al P

lan

nin

g▪

Pri

mav

era

Un

ifie

r P

roje

ct D

eliv

ery

Man

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ent

▪P

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Co

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32CPM: Scheduling, Main Elements

PS: Human, Machinery, Service, CostP6: Labor, Non-Labor, ExpenseMSP: Work, Material, Cost

PS & P6 & MSP: WBS

PS: Network HeaderP6: Summary Bar MSP: Summary Task

PS & P6 & MSP: Milestone

PS: Network ActivityP6: Activity, MSP: Task

PS: Activity ElementP6: Step

PS: Material ComponentP6 & MSP: Material

PS: Human, MSP: Work

SAP, PS Oracle, P6 Microsoft, MSP

PS: DocumentsP6: Documents & WPMP: Documents

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

Note: It is worth mentioning that you can also use the Oracle Unifier for Scheduling and Resource Management

Expenses

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33

SAPPS

OracleP6

MicrosoftPP

Organizing Main Elements: EPS, OBS, RBS (Also Sub Projects)Resource Leveling: Role Based Scheduling: (Generic Resource) (HR, Workforce Pln.)Organizing the Works: (Meta-Data) (Activity Code) XScheduling Scenarios: Bottom Up Bottom Up Top Down/Bottom UpScheduling Methods: Manual & Automatic Automatic Manual & AutomaticType, Duration, % Type: 4, 3, 2 (Custom) 6, 4, 3 12 Methods/CustomMultiple Relationships: X XMilestone Relationships: X (Similar Steps in P6)EV Technique: (& Good ETC Calc.) Issue & Thresholds & Risks (Automatic) XGraph & S-Curve & Layout: X (Reports & BI)Calendars and Constraints: (& Recurring Tasks) (Activity worktime) User Defined Fields: (& Formula) (But Global Change) Mass Changes: X (But Macro) (Global Change) X (ABAP)Work Path: XSecurity: Permission Modes Profiles + OBS ACL + Authorization

CPM: Scheduling, Features (Some)

CPM PP: Project ProfessionalP6: P6 EPPMPS: Project System

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34

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

RSK: Risk Management

SAP, X Use Inspire+P6+Analytics!

Oracle, Risk Analysis

Microsoft, Macro, @Risk*

Risk Management Plan

Pro Docs, D & C Estimates

Risk Register

11.1

11.2

QM & HRM Plans

11.3

Cost Mgmt Plan

Schedule Mgmt Plan

Scope Baseline

11.4

11.5

11.6

Work Performance Reports

Work Performance Data

Risk Analysis

Risk Analysis

Risk Analysis

Risk Analysis

Microsoft Risk Management & Analytics : For financial services industry

Risk Analysis

Quantitative risk analysis and modeling techniques

Risk probability and impact assessment

Variance and trend analysis, Reserve analysis

P6 – Risk (Weak)

Have a look:https://msdn.microsoft.com/en-us/library/cc749987.aspx

Note: SAP Risk Management Solution: For Business, Not Project CPM

UncertaintyDurationResourceCostRelationship

MP - Issues & Risks

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35

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

DCM: Document Control

Project (EPC Main Phases)

Engineering

Procurement

Construction

Requisition

MaterialEquipmentMachineryService

How

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36

Engineering

Conceptual

Basic Design

Detailed Eng.

Vendor’s Documents

Review

Shop Drawings

As Built

Procurement

36

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

DCM: Document Control, Engineering

Construction

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37

Detailed Engineering

Mechanical Electrical

Shop Dwgs

Procurement

I & CCivil

37

IDC: Internal Discipline Check (and Workflow)

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

DCM: Document Control, Engineering

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S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

38

Mechanical

System 1

Package 1

Procurement

Civil

Electrical

I & C

Package 2

System 2

Package 3

Package 4

IDC: Internal Discipline Check (and Workflow)Activity / Task (Atomic Object)

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

DCM: Document Control, Engineering

e.g. Document No.7

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39

FIA

HSE

HRM

PMA

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

Mechanical – System 1 – Package 1 – Document No.7

Design

IDC

1st Internal Approval

1st Issue

1st Plot

Applying Comments

2nd IDC

2nd Plot2nd Internal

Approval

39

IDC: Internal Discipline Check (and Workflow)Activity / Task (Atomic Object)Resource & Timesheet / Event

QCA

CPM

RSK

PRO

WRH

DRP

DCM

DCM: Document Control, Engineering

CLIENT

Needs Resources

Event

Page 40: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

40

Document Relationships

Construction

Document 15(I & C)

CLIENT

Procurement

Document 2(Civil)

Document 6(Mechanical)

Send/ReceiveDate? Transmittal?

Document No. 7…

….

……

….

…..

..

….

………..

40

Internal Discipline Check (and Workflow)Activity / Task (Atomic Object)Resource & Timesheet / EventRelationships & CPM

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

DCM: Document Control, Engineering

Predecessors

Successor

Scheduling Level III

Page 41: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

41

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

SAP

Oracle

MicrosoftActivityRelationshipDurationResourceCPM

Discipline EmployeeMech Sasan 10H (10 hours) 0H 15H 0HMech Bijan 40H 0H 20H 0HCivil Jan 0H 10H 0H 8HElectrical James 0H 8H 0H 8H

Design

1st Int. Approval

Applying Comments

2nd Int. Approval

(Event) Workflow & VersioningTransmittal & Record Communication, …

PS

P6

MP

SAP HR Timesheet, PS CATS

Oracle P6 Timesheet (Team play & Progress Reporter - old)

MP Timesheet Center

SAP DMS

Oracle Unifier OR CM

SharePoint

DCM: Document Control, Engineering Management!

Page 42: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

42

P6 OR UnifierActivity & CPM

P6 (Timesheet) OR Unifier (Timesheet business process)

H. Resource

Unifier OR Contract Management OR OBPMWorkflow & Event

42

Oracle Solution for Document Management

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

Oracle

Page 43: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

43SAP Solution for Document Management

PS Module (Project System)Activity & CPM

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

SAP

DMS Module (Document Management System)Workflow & Event

TimesheetPS CATS, OR HR ModuleH. Resource

Page 44: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

44

Timesheet CenterH. Resource

Microsoft Solution for Document Management

MP / PPTask & CPM

SharePointEvent, Workflow?

We will talk about this later as we discuss the Integration

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

Microsoft

Also, MP+ Dynamics SL/AX + SharePoint

Page 45: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

45

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

PRO: Procurement (Material), Material Management, Logistic (Some Steps)

SAP

Oracle

Microsoft

Material Requisition

Start Trigger:Project Scheduling

Or Manual

TenderBid

EvaluationContract Manufactur Shipment

Delivery At Site

MMPurchase

Requisition Exist + PS

MMPU

RFQ

MMPU

RFQ

MMPU

Contract

LEDeliveryInbound

Outbound

LEShipment

MMIMGR

P6 Unifier

CM (Pro.)Unifier (PDM)

CM (PO)Unifier (PDM)

XU Can Simulate in CM/Unifier

CM (MM)Unifier (PDM)

CM (Pro.)Unifier (PDM)

MP XDynamics

SL, AX, NAVDevelop

SharePoint

SharePoint Based Solutions: eProcure OptimusBT*HSO* is a graphical planning and scheduling tools integrated with the Microsoft Dynamics AX

Notes:

XDynamics

SL, AX, NAVOr Develop SharePoint

XDynamics SL SL, AX, NAVOr Develop SharePoint

XDynamics

SL, AX, NAVOr Develop SharePoint

XDynamics

SL, AX, NAVor Develop SharePoint

XDynamics

SL, AX, NAVOr Develop SharePoint

XU Can Simulate in CM/Unifier

Page 46: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran

46Construction Project Management

Engineering

WorkOrder

MATERIALDelivery at Site

Warehouse

Consume

How

Planning When Daily Report

Financial AccountingPayment to Vendor

Warehouse, Inventory AccountingAsset Management

Project Mgmt Accounting + FA

Quality

QualitySafetyHRScope Validate

ConstructionProject

ManagementWork

ClarificationChecklist

Internal

Page 47: Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

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47

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

WHR: Warehousing and Inventory Control (Some Steps)

SAP

Oracle

Microsoft

DAT ReceiptInventory

Control

ManifestBetween

WarehousesIssue Consume

InventoryAccounting

MMIM

Good Receipt

CM (MM)Unifier (PDM)

XDynamics AXDynamics SL

MMIM

Good Receipt

XOracle ERPs

XDynamics AXDynamics SL

MMIM

Good Transfer

XOracle ERPs

XDynamics AXDynamics SL

MMIM

Good Issue

XOracle ERPs

XDynamics AXDynamics SL

FIAsset

(+ FI BAC INV)

XOracle ERPs

XDynamics AX

MMIM

(+ LE WM)

PS +and MM

SES

P6 EPPMUnifier (PDM)

MPDynamics SL

XDynamics AXDynamics SL

Note: Primavera Unifier can create an inventory of all assets. But, this function is a part of the Preventive Maintenance ModuleWarehousing is a complex domain. It is really hard to develop a solution for inventory management based on SharePointMicrosoft Office Accounting: One of the best systems available for accounting! But, for small businesses!

XOracle ERPs

And MaterialRequisition (Bulk)

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48

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

DRP: Daily Report, Task Documentation (Some Events)

Start, FinishRemaining

Duration, %

ScopeValidate

AttachDocuments

Steps HRClarification& Checklist

PSLinchPin*

P6 Team MemberCM (DR)Unifier

MPSensie Products*P.Server Mobile*

PS GOSLinchPin*

PSLinchPin*

PS CATSHR Module

DMSPS GOS

LinchPin*

PortalQM

P6 Team MemberCM (NCN)

Unifier (& Gates)

P6 Team MemberCM

Unifier

P6 Team Member CM (DR)Unifier

CM (RFI & PL)Unifier

MPSensei Products*

X MPSensei Products*P.Server Mobile*

MPSensei Products*P.Server Mobile*

MPSensie Products*

SAP

Oracle

Microsoft

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49

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

QCA: Quality Control, Quality Assurance; Health, Safety, and Environment Management

SAP, QM Module

Oracle, CM (PL), Unifier (Templates) & Record Results Previous Slide (Daily Report)

Microsoft, Record Results Previous Slide (Daily Report)

Quality Assurance, Tools & Techniques:• Process analysis BPM slides• Quality audits e.g. IMS: ISO 9001:2008 + HSEMS (OGP)

Quality Control:

• Approved change requests review

• Inspection• Seven basic quality

tools• Statistical sampling

PMBOK 5th Edition, PMI

Quality Control:

SAP, EHS Module

Oracle, CM (Safety Module), Unifier (Safety Template)

Microsoft, X

HSE: (Construction Extension to PMBOK)

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FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

PMA: Project Management Accounting

Project

FinancialHR &

Payroll

PLAN• Revenue, Budget, Found, Billing, Change, …• Commitment (Internal, External)• Budgeted Units/Works/Labor/Costs, Forecast, …WBSCost AccountActual (Work, Unit, Hours, Cost, …)Performance Issued Bills, Received Invoices

Incoming PaymentsOutgoing PaymentsCost CentersCost ElementsBills

Payroll

Cash Flow, Earned Value Technique, …

Account ReceivableAccount PayableBankAsset AccountingGeneral LedgerFound ManagementWarehouse Accounting, …

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51

MPP6, Unifier

PS

Cost Planning, Budget Planning , reports that involves Cost Elements • SAP – Co , Microsoft Dynamics SL/AX, MP (Interface), Oracle – Unifier &

Contract Management (Cost Worksheet), P6 (Interface to FA)

Workforce Planning, an integration to register personnel and Payroll• SAP – HRM & PS, Microsoft Dynamics AX, Oracle ERPs

Planning revenue, creating Billing Plans and attracting money• SAP – SD, Microsoft Dynamics SL/AX, MP (Time Based)• Unifier (Time & Contract Based), P6 (Time Based)• Contract Management (Contract Based)

WBS and Activity rely on actual expenditure to manage Accounts• SAP – FI , Microsoft Dynamics SL/AX, MP (Interface)• Oracle – Unifier (Interface to FA) & P6 (Interface to FA) , ERPs

Contract, Purchase Requisitions, Purchase Orders, and Material Control• SAP – MM , Microsoft Dynamics SL/AX• Oracle – Unifier (PDM) & Contract Management

Quality, day to day confirmation• SAP – QM• Oracle – Contract Management (NCN+PL) & Unifier (Template)

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

Dynamics SL is designed to be used in small- and medium-sized enterprises. Also, it is designed specifically for project-driven organizations operating in North America.

PMA: Project Management Accounting

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52

Initiator

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .1. Add Doc- Choose WF OR- Automatically

2. Add Task

3. Check Task(Browser or Email)

4. Review documents

5. ApproveOR Reject

Microsoft SharePoint Foundation

SharePoint Sites

Human Workflow

Microsoft

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

INT: Integration and Workflow, Human Workflow

SharePoint as a core: Team collaboration, Portal, Integration, BI, Content Management

Wo

rk F

low

: Au

tom

atio

n o

f B

P, w

hic

h D

oc,

Info

., o

r ta

sk a

re

pas

ses

fro

m o

ne

par

tici

pat

e to

an

oth

er f

or

acti

on

acc

ord

ing

to a

se

t o

f p

roce

du

ral

rule

s

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53

Initiator

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .1. Add Doc- Choose WF OR- Automatically

2. Add Task

3. Check Task(Browser or Email)

4. Review documents

5. ApproveOR Reject

Microsoft SharePoint Foundation

SharePoint Designer (Rule-based Approach)• Parallel OR Sequentially?• Change a particular WF• Adding another Person+ Visual Studio

SharePoint Sites

Human WorkflowAscentn*Nintex*

Microsoft

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

INT: Integration and Workflow, Human Workflow

SharePoint as a core: Team collaboration, Portal, Integration, BI, Content Management

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54

Initiator

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .1. Add Doc- Choose WF OR- Automatically

2. Add Task

3. Check Task(Browser or Email)

4. Review documents

5. ApproveOR Reject

Interact with WF directly from Office apps Define Forms Using InfoPathCustomizable pre-defined WFs Search Capabilities, …

Microsoft SharePoint Server (Separately Licensed)

Microsoft SharePoint Foundation

SharePoint Designer (Rule-based Approach)Visual Studio

SharePoint Sites

Human Workflow

Microsoft

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

INT: Integration and Workflow, Human Workflow

SharePoint as a core: Team collaboration, Portal, Integration, BI, Content Management

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55

Initiator

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .1. Add Doc- Choose WF OR- Automatically

2. Add Task

3. Check Task(Browser or Email)

4. Review documents

5. ApproveOR Reject

Interact with WF directly from Office apps Define Forms Using InfoPathCustomizable pre-defined WFs Search Capabilities, …

Microsoft SharePoint Server (Separately Licensed)

Microsoft SharePoint Foundation

SharePoint Designer (Rule-based Approach)Visual Studio

SharePoint Sites

Human Workflow

SAP Business workplace

SAP ABAP, J2EE

SAP Object (e.g. Docs in DMS)

SAP workflow

SAP

Microsoft

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

INT: Integration and Workflow, Human Workflow

SharePoint as a core: Team collaboration, Portal, Integration, BI, Content Management

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Initiator

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .1. Add Doc- Choose WF OR- Automatically

2. Add Task

3. Check Task(Browser or Email)

4. Review documents

5. ApproveOR Reject

Interact with WF directly from Office apps Define Forms Using InfoPathCustomizable pre-defined WFs Search Capabilities, …

Microsoft SharePoint Server (Separately Licensed)

Microsoft SharePoint Foundation

SharePoint Designer (Rule-based Approach)Visual Studio

SharePoint Sites

Human WorkflowOracleMicrosoft

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

INT: Integration and Workflow, Human Workflow

Unifier UDesigner, OBPM

J2EE, WSDL

SharePoint as a core: Team collaboration, Portal, Integration, BI, Content Management

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Adapters

Initiator

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .4. Add Doc- Choose WF OR- Automatically

5. Add Task

6. Check Task(Browser or Email)

7. Review documents

8. ApproveOR Reject

Sites

System and Human Workflow

Visual Studio-hosted tools ANDOrchestration Designer for BA

BizTalk Server Orchestration

PlanningApplication

ProcurementApplication

1. Material Requisition

2. RequestPO

3. ReturnPO

PNMsoft*RuleBurst*

OR4. Add Doc

Windows Workflow Foundation (for software developers), support for Business Process Execution Language (BPEL)

Visio

BPMN Human Workflow

Syst

em W

ork

flo

w

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

Microsoft

INT: Integration and Workflow, System Workflow

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Adapters

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .5. Add Task

6. Check Task(Browser or Email)

7. Review documents

8. ApproveOR Reject

Sites

System and Human Workflow

Visual Studio-hosted tools ANDOrchestration Designer for BA

BizTalk Server Orchestration

PlanningApplication

ProcurementApplication

1. Material Requisition

2. RequestPO

3. ReturnPO

BizTalk Server BRE If … Then ….If … Then ….If … Then ….

OR4. Add Doc

Windows Workflow Foundation (for software developers), support for Business Process Execution Language (BPEL)

Visio

BPMN Human Workflow

Syst

em W

ork

flo

w

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

Microsoft

INT: Integration and Workflow, System Workflow

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Adapters

Initiator

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .4. Add Doc- Choose WF OR- Automatically

5. Add Task

6. Check Task(Browser or Email)

7. Review documents

8. ApproveOR Reject

Sites

System and Human Workflow

Visual Studio-hosted tools ANDOrchestration Designer for BA

BizTalk Server Orchestration

PlanningApplication

ProcurementApplication

1. Material Requisition

2. RequestPO

3. ReturnPO

BizTalk Server BRE If … Then ….If … Then ….If … Then ….

4. Add Doc

Windows Workflow Foundation (for software developers), support for Business Process Execution Language (BPEL)

Visio

BPMN Human Workflow

Syst

em W

ork

flo

w

SAP Net Weaver, PI

SAP Workflow, Solution Manager

SAPModules

e.g. PS & MM

Solution Manager, SAP Workflow, ARIS (IDS Scheer) Software AG: SAP Partner*

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

SAP

Microsoft

INT: Integration and Workflow, System Workflow

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Adapters

Initiator

Participants

DocumentLibrary

Workflow

Task List

. . . . . .

. . . . . .

. . . . . .4. Add Doc- Choose WF OR- Automatically

5. Add Task

6. Check Task(Browser or Email)

7. Review documents

8. ApproveOR Reject

Sites

System and Human Workflow

Visual Studio-hosted tools ANDOrchestration Designer for BA

BizTalk Server Orchestration

PlanningApplication

ProcurementApplication

1. Material Requisition

2. RequestPO

3. ReturnPO

PNMsoftRuleBurst

BizTalk Server BRE If … Then ….If … Then ….If … Then ….

OR4. Add Doc

Windows Workflow Foundation (for software developers), support for Business Process Execution Language (BPEL)

Visio

BPMN Human Workflow

Syst

em W

ork

flo

w

FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

Gateway for P6 EPPMXML Web Services for Unifier

Oracle

Microsoft

INT: Integration and Workflow, System Workflow

Primavera Products + …

Unifier UDesigner

Unifier (Business Process)

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FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

OracleP6

SAP Process Integration (PI)

Oracle Gateway (Inspire)

SAPPS

Oracle

Mic

roso

ft

SAP

Standard Files (e.g. CSV)Software, EnhancementDatabase (Triggers), SDKXML Web Services, GW, API, …

Example

INT: Integration – Between SAP, Oracle, Microsoft solutions! Why not?!

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OCM Develop Structure Develop Processes Develop System

Business Architecture [Bridge Between]

• Enterprise strategy• Business functionality of the enterprise

Business Architect

CPM

RSK

PRO

WRH

DCM

MTN

EML

BPM: Business Process Management – OD, BA, BSA, BS, and SA!

FIA

HSE

HRM

QCA

DRP

PMA

GPR

COL

KMP

INT

BPM

BZI BA: Business Analyst SA: System Analyst

BSA: Business System Analyst

System RequirementsUser Requirements Technical Specifications

Understanding Business Needs, Problems, and Gathering Business Requirements

Organization Development (includes but not limited to)

Zachman, OMG, TOGAF, ...BIZBOK

BABOK

BPM CBOK

IS ArchitectureApplication ArchitectureTechnology Architecture

COBIT ITIL

ODBOKS!

SOA

We

will

ta

lk a

bo

ut

this

to

pic

late

r!

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Process 1

BPM: Business Process Management – Process, BPM, BPMN, BPMS

Process 2

Activity 1 Activity 2Output Input

Input

Value- Value Chain- Repeatable

S E

Goal- Agile

Limit

Resource 1 Resource 2 Resource 3

Responsible- Measurable- Improvement- Iterative

Tools TechniquesTrigger

Role 1

Role 2

DesignDesign

ModelingModeling

ExecutionExecutionMonitoringMonitoring

OptimizationOptimization

BPM Life-CycleBPM is a Methodology: Facilitates, Formalizing and Improving the ProcessesBPMN is a Method: Illustrating BP in the form of a diagram similar to a flowchartBPMS: is a Technology: Enforces Process, Provides Visibility and Metric

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CPM

RSK

PRO

WRH

DCM

MTN

EML

BPM: Business Process Management – Value chain, Processes, Application, Infrastructure

FIA

HSE

HRM

QCA

DRP

PMA

GPR

COL

KMP

INT

BPM

BZI

Michael Porter's Value Chain

Business process and applications fit together in a value chainR. D. Buchanan & R. M. Soley, ALIGNING ENTERPRISE ARCHITECTURE AND IT INVESTMENTS WITH CORPORATE GOALS

Alig

nm

ent

Strategy

Value Chain

Process Group

Process

Activity

Vision Mission

Value

Goal

Task

Alig

nm

ent

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65BPM: Business Process Management – Description & Notation

Department OR Process?! BP-Re-DesignBP-Re-engineeringIP-Re-engineering

WorkflowAd-Hoc OR Groupware

AdministrativeProduction

SAP, Solution Manager & Visual Composer*

Oracle, Unifier (Business Processes) , OBPM

Microsoft, SharePoint Visio + BPM-X*

TO-BE

AS-IS

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FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

BZI: Business Intelligence, Dashboard, KPI (Key Performance Indicator), Decision Making

Invoice

MaterialVendor

Purchase Order

Project

Inventory

SAP, Business Intelligence

Oracle, Business Intelligence (and P6

Analytics, Earned Value Management

Microsoft, Business Intelligence (and SQL SRS) KPI CharacteristicsNon-FinancialTimelyCEO focusSimpleTeam basedSignificant impactLimited dark sideD. Parmenter 2010

Dashboard . Historical trends of an

Performance IndicatorGraphical Current Status

StrategicAnalyticalOperationalInformational

An important Part of BPMDashboards <> ScoreboardsFacilitates Decision Making

Processes as a chain

Book: H. Kerzner, Project Management Metrics, KPIs, and Dashboards, 2011

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FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

KPM: Knowledge Management, Portal, Best Practices

SAP, PortalOracle, Social Relationship Management!, PPM Cloud Facilities, P6: Issue, Unifier, …

Microsoft, SharePoint!, PP: To-do, Issue, Risk, Team Task, …

The Knowledge Spiral, Nonaka & Takeuchi

SAP, Best Practices

Oracle, Unifier: 18 Cost Control Processes+19 Project Delivery Management Processes + Manifold TemplatesOracle, P6: Project Template (~Methodology Manager)

Microsoft, PP Link To Solution Builder, Project Template

Also known as “Successfully Demonstrated”APQC definition: Solutions and approaches that achieve our objectives

Alig

nm

ent

Category

Process Group

Process

Activity

APCQ Process Classification Framework

Best Practices

Knowledge

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FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

COL: Work Collaboration, Issue Management, Alert, Email Collaboration

OracleP6: Issue; Team Member (Discussion), …Unifier: Groups (Shell); Personal Tasks, Messages, Drafts (Collaboration); Mailbox (External); …

Note: Unifier Mail & Alerts: Administrative & Production WorkflowContract Management (CM): Inbox; Mail & Corresponding; …

Note: Action & Alerts: Administrative Workflow

Ad hocOr Groupware

Organization’s Workflows

Note: BizTalk 360 is a Work Collaboration Software from Kovai. NOT associated to Microsoft

SAP: Business Workplace, Other Tools (Email, SMS, …), …

Microsoft: PP (All SharePoint Capabilities), EPM Live*, …

Microsoft Gold Partner, Really Innovative solution for work collaboration and Agile Project Management

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FIA

HSE

HRM

QCA

CPM

RSK

PRO

WRH

DRP

PMA

DCM

GPR

COL

MTN

EML

KMP

INT

BPM

BZI

MTN: Meeting Minutes, PMBOK 5th Edition

Direct and Manage Project Work

Monitor and Control Project WorkPerform ICC

Close Project or Phase

Collect Requirements (& Focus Group)

Plan Scope Management

Plan Schedule Management

Plan Cost Management

Plan Quality Management

Plan Human Resource Management

Plan Communications Management Control Communications

Plan Risk Management Control Risks

Plan Procurement Management

Identify Stakeholders

Plan Stakeholder Management Control Stakeholder Engagement

P E M CI

& Virtual teams

& Bidder conference

SAP, X

Oracle, Contract Management (Meeting Minutes)Unifier (Template)

Microsoft, SharePoint Capabilities

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Implementation

Consideration

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Diagnostic• High Level Requirements

• Architecture Assessment

Analysis• Gap Analysis

• Determine Needed Customizations

Design• Functional Design Documentation

• Technical Design Documentation

Development• Develop features/Integration

• Quality & Testing Scenarios

• Training Documents

Deployment• End User Training

• Prepare production environment

Operation• System Go-Live

• Post-Production Support

MicrosoftSure Step

Bid Transition S

Scope Management S-E&C-C

Financial Management …

Work Management

Risk Management

Issue & Project Problem Mgmt

Staff Management

Communication Management

Quality Management

Configuration Management

Infrastructure Management

Procurement Management

OCM

OracleOUM

Project Preparation

• PM, OCM, Training, Data Management

• BPM, Technical & Integrated solution

Business Blueprint

• PM, OCM, Training, Data Management

• BPM, Technical & Integrated solution

Realization

• PM, OCM, Training, Data Management

• BPM, Technical & Integrated solution

Final Preparation

• PM, OCM, Train, Production Readiness

• Integrated Solution, Cutover

Go Live Support

• PM,OCM, Training

• Production Support and Transfer

Run

• PM, OCM, Governance Model, Support

• Application Mgmt, BPM, Custom Code

• Technical Management, Training

SAPASAP

Implementation Methodology

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72SWX and Manage Changes in Organization

Managing Changes in Organization: A Practice Guide, PMI, 2013

Software Extension to PMBOK (SWX)

PMBOKProgram

ManagementPortfolio

Management

Organization Development

& HRM

PMBOK Example for Predictive LC

Requirements Feasibility Planning Design Construct Test TurnoverSWX Example for Software Development Predictive LC

Analyze Architect Design Construct Integrate Test

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73Organizational Change Management (OCM)

Ch

ange

in O

rgan

izat

ion

Ch

ange

in P

eop

le

Active Trust! OCM is not training, team

development or team building

Change in the basics of beliefs,

attitudes and relevance of

values

Processes

Tools People

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Initiating Planning Executing Process Monitoring &

ControllingClosing

Pro

ject

Man

agem

en

t

Integration Management

Develop Project Charter

Develop Project Management Plan

Direct and Manage Project Work

Monitor and Control Project Work

Close Project or Phase

Scope Management

Collect RequirementsDefine ScopeCreate WBS

Verify Scope

HR ManagementPlan Human Resource Management

Acquire TeamDevelop TeamManage Team

Communication Management

Plan Communications Management

Manage Communications

Control Communications

Stakeholder Management

Identify Stakeholders

Plan Stakeholder Management

Manage Stakeholder Engagement

Control Stakeholder Engagement

Pro

gram

Man

agem

ent Program

StakeholderManagement

Plan Stakeholder ManagementIdentify Program Stakeholders

Engage Program Stakeholders

Manage Program Stakeholder Expectations

Program Governance

Plan and Establish Program Governance Structure

Approval Component Initiation

Provide Governance OversightManage Program BenefitsMonitor and Control Program Changes

Approval Component Transition

Add an Area! Initiating Planning Executing Process Monitoring &

ControllingClosing

Organizational Change Management

OCM Planning OCM Execution OCM Control OCMAdministration & Report

OR

Organizational Change Management (OCM)

Bas

ed o

n: J

. Sal

iun

as&

B. A

. Ham

ilto

n, U

sin

g Yo

ur

PM

O t

o D

rive

Su

cces

sfu

l Org

aniz

atio

nal

Ch

ange

Man

agem

ent,

PM

I, 2

012

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75Critical Factors of Successful Implementation of a Solution

Organizational Change Management Requirements (Gathering and Documentation) Management Support Consultants (Enterprise Architects, Business Analysts, PMC, OCM, IT, Audit, …)

Focus on Functionality, NOT Technology Right Solution Right Implementation Model and Methodology Project management and Realistic scheduling Quality Control Human Resource Management Best Practices (if available) Eligible Contractor End-User Support …

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ir.linkedin.com/pub/sasan-hosseini/79/9b2/999/en

Contact Information

Dr. Sasan [email protected]

Sasan HOSSEINI, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran, Iran

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Thank you for your attention

Question & Answer