erik danielsson product responsible - proteus quantum solutions as +47 97 06 85 42...

Erik DanielssonProduct Responsible - Proteus

Quantum Solutions AS

+47 97 06 85 42

[email protected]

30 minutes – October 27, 2009

Steps towards optimal interaction with project data...

Introducing a new paradigm:“Project Driven Data Interaction”

mailto:[email protected]

ProteusYour ocean of data as seen from a Project Team perspective...

Proteus

1. Quick intro to Quantum Solutions and Proteus2. The Project Team’s DILEMMA 3. A new paradigm: “Project driven data interaction”.4. Proteus feature highlights5. A look into the future6. Can you afford it?7. ...any Questions?

Quantum SolutionsA small company with some large ideas...

Quantum SolutionsOur consulting work...

Quantum Application Framework (QAF) (started in 2005) Framework for “creating (complex) web applications with almost same ease as making stuff in Excel” -

NO traditional programming language required! – a quantum leap in the way you create software...?! Short deployment cycle: Instead of 10 000 lines of traditional code, only approx. 100 “human readable”

expressions define the application logic! - Same end result to user! Lowers threshold for professionals with ideas to translate them into apps. Extreme potential savings on maintenance costs.

We are also using the core components of QAF to develop “traditional” application (winforms and web).

- Allows high degree of flexibility by avoiding traditional “hard coding” of business logic.- Database layer that handles all common storage and security issues (SQL Server).- Gives competitive edge when creating apps - We have a range of customers requesting application

development in areas of risk assessment.

Customers include: OHS (ChemiRisk, ErgoRisk, NoiseRisk - used by virtually all major Oil companies in Norway) Proactima (WebRisk, RiskViewer) Talisman (Emergency Preparedness Analysis tool)

Quantum SolutionsHow Proteus happened...

Kværner Oil & Gas (Now Aker Solutions)1998: Prototype called “Profiler” was developed for internal use - used on numerous projects until

quite recently. Testimonial from the late Arild Lillegraven (Planning Manger) in 2005:

“We could never have handled Aker’s reporting/updating needs for the Snøhvit project without Profiler”.

Bergen Group Rosenberg Q3 2008: Request to create more “state of the art” tool to replace the aging Profiler application, and

extend functionality in significant areas.

Aker Solutions – Statfjord Late Life project, Q2 2009: Pilot implementation to identify adjustments needed to bring product up to final state of

completion.

Ipark – October 1, 2009: Official release of Proteus v1.5 as commercial product.

Since May 2009: Proteus is catching positive reputation in the U.S.A for being the “next new thing” in the Project

Management circles... Marketing through Safran North America.

Proteus

In Greek mythology, Proteus (Πρωτεύς) is an early sea-god, one of several deities whom Homer calls the "Old Man of the Sea", …He can foretell the future, but will change his shape to avoid having to;

he will answer only to someone who is capable of capturing him.

From this feature of Proteus comes the adjective protean, with the general meaning of "versatile", "mutable", "capable of assuming many forms":

"Protean" has positive connotations of flexibility, versatility and adaptability.

What’s in the name?

Proteus


You need to interact with data from different islands... But all you have are “stove-pipes”

The Project Team’s DILEMMA

SAFRAN IFSX Y

The User Interface for

interaction with data

The Ocean of data in corporate

cyberspace (databases)

System X System Y

The Project Team’s DILEMMAYou may have N good systems, but they are only good “locally” – To your team they are “stove pipes”

The Project Team’s DILEMMAYou now have ONE system - but each form is still a “stove pipe” to its particular section of data...

“Mega System”

The User Interface for

interaction with data



Proteus

1. Quick intro to Quantum Solutions and Proteus2. The Project Team’s DILEMMA3. A new paradigm: “Project driven data interaction”.4. Proteus feature highlights5. A look into the future6. Can you afford it?7. ...any Questions?

We have connected phone calls for over 100 years now, but can we connect Project Data with a Project Member?

New paradigm: Project Driven Data Interaction!

An example to illustrate the point (“IFS” and “Safran” below could be interchanged with your particular system of choice):

IFS have developed a really sharp IT tool that is best in the world at “X”.

Safran has a really sharp IT tool that is best in the world at “Y”.

Problem: You cannot buy any ONE system in the world that does “X & Y” – it simply does not exist! (It was probably hard enough for IFS to make “X” and likewise for Safran to make “Y”!!).

Thought: ... Wouldn’t it be great if a project team could show/modify an activity in Safran AND show/modify its hierarchically related IFS child-data? ... And why not “wire up” some related data from the Commissioning System (whatever it may be) ... And, and, and .... Question: Is it possible to get a system that does “X & Y” anyway, and maybe also “Z” while we are at it?

Going from “stove pipe” to “switch board” where the strength of each tool gets “wired up” in a new way


Project Driven = Bypass the stove pipes altogether!


The User Interface that

Team T uses to interact

with “their” d

ata

The Ocean of data in you corporate cyberspace

Project Team formulates their dream scenario for working most effectively with Project Data

Proteus Admin Wires up the data flow “setting up a Proteus WORKSPACE” Project Team gains Optimal Interaction with their data!



Each tool’s own UI is of course

still available, and often very

useful for some Team Members!

Configuration of Workspace W1

Example: Team T needs to accomplish a mission called “Project P”, they need to read/modify various data from Safran, IFS and SystemX.Solution: Proteus Admin sets up Workspace W1 that defines what data to use, how they are related and visually presented, controls who can see/do what, etc, etc... This may be done in a matter of a day or two.

SAFRAN IFSX Y

Activity table

Cal

enda

r ta

bles

WO/PO/DP tables

CP table

Op

Tabl

e

Doc

Tab

le

Proteus IS the User

Interface that Team T

uses to interact with

“their” data

All members of Team T will see Workspace W1 in their list of workspaces.It may only allow Bob and John to update data, the rest can only view it.

Start Proteus, select W1 from your list of workspaces and start “interacting”!

Note: Your particular ocean may be populated with different set of systems (tools) – The above is just one example...Primavera, Artemis, SAP – no problem.We prefer IFS and Safran because they are such good and flexible tools – ideal for integration with Proteus. So if you have one or both of them, this will be an advantage in your favor if you are thinking of using Proteus.




No matter which systems you have - you win. Virtually anything can be wired up!

“If a company has invested money in a fancy car and a fancy plane, Proteus can give the team member the experience of having a flying car AND a plane that can drive down the highway....plus some things neither of them could do.

– adding a boat should add even more fun to the team!”

New paradigm: Project Driven Data Interaction!Proteus can make one good tool better, two tools a lot better, three tools a whole lot better, four ...

Today’s conference topic: How to improve control and increase profitability in your projects?

Statement 1: “Optimal productivity/profitability can only happen if you are flexible enough to allow for interacting with your ocean of data from at Project Team perspective”

Statement 2: ”Before Proteus, no such avenue was available – True Project Driven Data Interaction simply did not exist...!”

More on costs later (Chapter: “Can you afford it?”)...


Proteus – Helping you landscape your interactions with data.

Optimize your project landscape...

The Proteus Manifesto:“Whatever systems you may have, wherever their data may reside within your corporate cyberspace, Proteus will provide optimal interaction so that each team within your organization can become maximally productive and professionally stimulated!”


Proteus


What do we mean by optimal interaction? Move effortlessly, in ONE user interface, between high-level and detail level data - across ANY number of resident but disparate

software systems, with data related in ANY (hierarchical) way!

Drill down into details (expanding parent node to see child data).

Modify data “anywhere” with little effort.

Synchronize data between systems (especially useful is patching up the Level4 - Level5 abyss!)

Increase “Information Density” - Map any attribute in data to visual attribute (color, transparency, fontstyle in Grid and Gantt bars)

Let “important facts” be seen– use eyes instead of brain!! (how do we know what is important?! – we can define this in advance, building “experience into the User Interface”!)

Extremely powerful calculated column expression (between fields, but ALSO “vertically” – aggregating child data, and inherit from parent)

Report Wizard - Create reliable reports in less than a minute and reproduce with a double-click at a later time. (abolishing the cut and paste slavery!)

Easily identify discrepancies in time phased manpower-requirement between various levels of planning data (The classical “job-setting problem”: Identify “HOLES” in the job vs. activity histogram (per discipline))

Avoid “disasters” in your data (by setting up proactive “Watchdog Alerts”)

Effortlessly create project history (snapshots) on ANY data – use in historical reporting for “lessons learned” + experience KPI!

Be aware of changes in data - short (within this week) and long term (e.g: relative last baseline)

Merge uniform data across different servers (not always as easy as one would like it to be...)

Accommodate standardizations within projects, while being flexible enough to also accommodate exceptions to a rule.

Achieve cross-project interactions with data (this is sometimes a big problem!)

For each data set you have a very useful Pivot table and chart – a sandbox for getting good overviews of data!

Present data in a “completeness” perspective – giving unsurpassed overviews of “status”.

Proteus feature highlights

Proteus feature highlights Tool 1: Unified access to data – One entry point gives access to the data YOU need in your work

Project Driven Data Interaction means:

Each user in your organization can see different Workspaces.

Each Workspace controls which data sources to interact with, how they are related and visually presented. It also controls who can update data, who can only view it, who can save public filters, who can only save private filters, etc, etc.

Proteus feature highlights Tool 2: Interactive Gantt Chart with arbitrary hierarchical relationships

Proteus feature highlights Tool 2: Interactive Gantt Chart can visually show “important facts”

The brain should be used for creative work - NOT for chasing “facts”.

Let the eye SEE the important facts without straining the brain!

More on this in Tool 12...

The eye is much faster than the brain – try using your brain to find the prime numbers above!

Proteus feature highlights Tool 2: Gantt Grid/Chart can show arbitrary hierarchical relationships

Data (from different systems) may be related in various way(s)... Any such hierarchic relationship can be presented in Proteus

Proteus feature highlights Tool 2: Gantt Chart can be exported to Safran Planner

Proteus feature highlights Tool 3: Pivot Table – A sandbox for getting good overviews of data

Each set of data that is loaded into Proteus gets its own “sandbox” for getting quick overviews over data.

Once you are happy with a layout (grid and chart), you can save it under a name for quick retrieval at a later time.

Proteus feature highlights Tool 4: Calculated Columns – with formulas that can drill down through your hierarchies!

Expressions using other Calculated Columns: _Earned = Planned * progr / 100 _ProgressCalc = IIF(_EarnedJob=0, 0, _Earned / _EarnedJob * 100

Inheritance – lowering a value from parent to child dataset: _ParentManHours = Parent.Planned

Drill down aggregation(!): _ChildSum =

Sum(Child.Mhrs)

The Proteus Configurator

Proteus feature highlights Tool 5: Periodization engine – Compare barcharts from related datasets (Typically: Level4 & Level5)


Shadow columns containing user editable HSE incident info per System X rowResident data from System X

Custom Dropdowns

ANY resident system that maintains its own data (Safran, IFS, SAP, etc) can be “extended” with user editable column. This data is stored in a different location, but will appear to the user to be part of the resident system.

Tool 6: Shadow Data – “Extend” existing system(s)!

Read Only

DataShadow

Data


Show (here in orange) what has changed since last reference point was taken (e.g by a snapshot (see Tool 11) taken each Monday morning). Tooltips show what the reference value was. The tooltip can be customized to show more than one snapshot reference (e.g Last baseline value as well)

Tool 6: Shadow Data – allow Data Comparison to frozen reference (snapshot)

Proteus feature highlights Tool 7: The ultimate report generator!? – create report in <1 minute, recreate it with a mouse-click

Proteus feature highlights Tool 8: Completion Report – The ideal format for showing “completeness” of planning objects (Typically MC/CP)

Proteus feature highlights Tool 9: Watchdog Alerts – Proactive traps for “painful” inconsistencies and errors in data!

This feature alone is an excellent reason to use Proteus!Quality of Data can be significantly raised, with errors and inconsistencies identified and dealt with – BEFORE they become expensive and/or “embarrassing”!

Your Proteus Admin may easily set up virtually ANY Alert that you want to monitor – these can even mean comparing aggregated values (e.g planned hours) from a lower level (e.g Level5) with the one above (e.g Level4).Your project team’s imagination sets the limits for what can be done here...!

Proteus feature highlights Tool 9: Watchdog Alerts – Quickly overview details on specific alert

Proteus feature highlights Tool 10: Union of N uniform sets of data located on different servers – Typically Level 4 and/or Level5 data

Plan data

Loc APlan data

Loc BPlan data

Loc CPlan data

Loc D

Customizable dialog (of arbitrary complexity) defining a pre-filter for data to load from the different locations.

Proteus feature highlights Tool 11: Publish ANY Data you want ANYWHERE.

The Proteus Administrator can set up “Action Buttons” and grant access to particular team-members - few technical limitations to what can be defined to happen when such a button is “pressed”:A customizable (by Admin) user dialog may be launched that can determine details of action. E.g all the data that the user has filtered out can be published to Table X in Database Y on Server Z.

Proteus feature highlights Tool 12: Map virtually ANY property in your data to a property that can be visually “sensed”.

Calculated column can be used to control visual properties, such as colors, transparency, font properties, tooltips, etc. There are very few limitations to what mappings can be made between attributes in data and visual attributes in Gantt Chart and Grid.

Image shows Proteus Configurator where Proteus Admin can control virtually any aspect of the visual presentation.

The Proteus Configurator


Progress bar is green if 100%

Bar is red if > 10 000 hours

Show expected Range if

Behind Schedule

Blue box indicates child-range (min - max).

Hatch=Outside parent range!

The more negative the number, the

more attention it should get:

Score = Hours * Delta% / 100

Tool 12: Map virtually ANY property in your data to a property that can be visually “sensed”.

This bar is more “yellow”, indicating it has more

hours. Transparency controlled by hours –

compare with topmost bar!

Proteus feature highlights Tool 13: Customize your your workspace to corporate/project-specific and personal needs

Proteus


A look into the future

Powerful Expression Editor (Proteus v1.6/7)For defining new calculated columns, providing much more powerful conditional formatting.

Steps into the Business Intelligence world… (Proteus v1.6/7)OLAP Drilldown in your Cube-Data (...should you have any).

“Scheduling“ view (an alternative Gantt View...)Beta implementation already exists

Proteus Server (target Q3/Q4 2010)Run scheduled tasks (Watchdog Alerts, Data Publishing, Report Generation, etc).Integrating data through Web Parts (SharePoint integration).Option of setting up Reporting / Data Access through web client.

Project Dashboard showing “My KPI Status”Wire up as many Key Performance Indicators you wish to measure yourself/your team/your project by.

Alternative views for looking at/updating dataUsing Proteus for “Data Entry” with extremely fast and customizable form design – Beta implementation already exists

Visualizations of Risk DataAllowing mapping of data in configurable Risk Matrices.Quantum Solutions have developed several Risk Analysis Software tools, tying Proteus into areas of Risk Management as well as Project Management.

There is no lack of future plans and ideas – but we have big ears towards our clients!A look into the future

Future (v1.6/7): Expression Editor – Can also be used for conditional formatting!A look into the future

Future: Adding OLAP Drill-Down to ProteusA look into the future

Future: Let us know if you need scheduling!A look into the future

Future: Adding “Dashboard” views of KPI dataA look into the future

Future: Alternative views for looking at/updating data (right click opens customization for rearranging layout by end user)

A look into the future

Proteus


“The competitive situation in the Oil & Gas market has become tougher, and the pressure on margins and deadlines is increasing.For contractors it is critical to have complete control and visibility of their projects to maintain and improve profitability...”

Let’s for a moment revisit the intro text to this conference:

Can you afford it?

Can you afford NOT to have your Project Teams interact with data in this way?

Want to boost your Project Control and Profitability? Contact us: [email protected] or call +47 97 06 85 42

Your completion is getting tougher, margins smaller - Investing in Proteus is an investment in future productivity.

Rule of thumb: An investment in Proteus should pay itself back at least one-fold in a year!A survey indicated that Planners/Project Managers/Cost Controllers can save at least 10% of their work time by using Proteus (potentially a lot more, and it also brings a dramatic increase in QA for your data at the same time!). This implies that 9 people could do the tasks that previously required 10, or that the 10 people could have 10% “bonus time” to improve the quality of their team’s work!Proteus can help improve the overall performance and quality of the team, and can perhaps contribute to a sense of added professionalism that again inspires more creativity and quality in their working environment.

Example: A company with 20 planners would have to invest in the order of 400,000 NOK (with an annual maintenance cost of 20% of this) but could potentially save 2 or more positions (possibly 2,000,000) – this means at least a five-fold payback within ONE year, and ten-fold in 3 years!

Flexibility is an important competitive “edge”!Departments within your organization, customers, partners, subcontractors, etc may have “demands” on how data should be presented, shared, merged, updated, reported on, access rights, etc, etc…In this context, Proteus can handle virtually ANY challenge that may arise in your organization, and either in-house or Quantum Solutions personnel (or affiliates) may easily configure Proteus to accommodate any such demands.

Can you afford it?

Invest x dollars one year and save 10x dollars in a 3 year period...!

mailto:[email protected]

Proteus

Let us help you get

your projects wired...

Connecting project data with people

Proteus


www.quantumsolutions.no

Thanks for your attention!

erik danielsson product responsible - proteus quantum solutions as +47 97 06 85 42...

Documents

application logic

ocean of data

application development

aging profiler application

feature of proteus

user interface

art tool

snhvit project