Copyright copy 2015 Oracle andor its affiliates All rights reserved

JD Edwards In-Memory Project Portfolio Advisor New Innovative Possibilities

David ScottSenior Principal Product Manager

Copyright copy 2015 Oracle andor its affiliates All rights reserved

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 decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Oracle Confidential ndashInternal

3

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Financial Close bull Supply Chain Management bull Rate Change

Procurement bull Instant Part Reuse bull Analysis bull Order

Importation bull Contract Service Billingbull Root Cause Analysis

bullBusiness Strategy and Goals bull Products bull Quotas bull

Payment Rate bull Rules bull Margin Goals bull Behavior Goals bull

Specials bull Partners bull Sales Role bull Order Receipt bull Order

Acceptance bull Assign Credit bull Assess Disputes bull Make

Rules bull Job Status Inquiry bull Behavior Goals bull Specials bull

Partners bull Sales Role bull Order Receipt bull Order Acceptance

bull Assign Credit bull Assess Disputes bull Make Payments bull Mid

Year Adjustments bull Compliance Reporting bull Management

Insight Reporting bull Pick Pack Ship Bill bull Spend

Classification amp Analysis bull Procure to Pay bull Catalog

Production bull Contract Management bull Job Status Inquiry bull

What If You Could Improve

Project Portfolio Profitability

Use of Available Project Cash

Identification of Issues

Project Reporting Preparation Time

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved

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 decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Oracle Confidential ndashInternal

3

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Financial Close bull Supply Chain Management bull Rate Change

Procurement bull Instant Part Reuse bull Analysis bull Order

Importation bull Contract Service Billingbull Root Cause Analysis

bullBusiness Strategy and Goals bull Products bull Quotas bull

Payment Rate bull Rules bull Margin Goals bull Behavior Goals bull

Specials bull Partners bull Sales Role bull Order Receipt bull Order

Acceptance bull Assign Credit bull Assess Disputes bull Make

Rules bull Job Status Inquiry bull Behavior Goals bull Specials bull

Partners bull Sales Role bull Order Receipt bull Order Acceptance

bull Assign Credit bull Assess Disputes bull Make Payments bull Mid

Year Adjustments bull Compliance Reporting bull Management

Insight Reporting bull Pick Pack Ship Bill bull Spend

Classification amp Analysis bull Procure to Pay bull Catalog

Production bull Contract Management bull Job Status Inquiry bull

What If You Could Improve

Project Portfolio Profitability

Use of Available Project Cash

Identification of Issues

Project Reporting Preparation Time

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Financial Close bull Supply Chain Management bull Rate Change

Procurement bull Instant Part Reuse bull Analysis bull Order

Importation bull Contract Service Billingbull Root Cause Analysis

bullBusiness Strategy and Goals bull Products bull Quotas bull

Payment Rate bull Rules bull Margin Goals bull Behavior Goals bull

Specials bull Partners bull Sales Role bull Order Receipt bull Order

Acceptance bull Assign Credit bull Assess Disputes bull Make

Rules bull Job Status Inquiry bull Behavior Goals bull Specials bull

Partners bull Sales Role bull Order Receipt bull Order Acceptance

bull Assign Credit bull Assess Disputes bull Make Payments bull Mid

Year Adjustments bull Compliance Reporting bull Management

Insight Reporting bull Pick Pack Ship Bill bull Spend

Classification amp Analysis bull Procure to Pay bull Catalog

Production bull Contract Management bull Job Status Inquiry bull

What If You Could Improve

Project Portfolio Profitability

Use of Available Project Cash

Identification of Issues

Project Reporting Preparation Time

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Do you know where the issues are on your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |10

How profitable are your projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |11

How profitable are specific tasks on a project

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Business NeedConsolidate view of project financials and billing across portfolio

Project Executives

Project 1Project 2Project

Project Manager 1Project AProject BProject Z

Project Manager N

Contract AContract BContract Z

Billing Manager NContract 1Contract 2Contract

Billing Manager 1

Project budgets costs forecasts open commitments etc

Contract billings retention receivables revenue etc

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

ENGINEEREDTO WORK TOGETHER

Hardware And Software

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

What Does that Mean to a JD Edwards Customer

Business Value Apparent in Applications Enabled by Technology

Engineered to

Work Together

bull Optimal experience

bull Transformational applications

bull Engineered systems are less

expensive to run

bull IT as innovation partner not

ldquomechanicrdquo

bull IT teams can say ldquoyes

bull Systems are an asset to

innovation not a liability

Business Value

Performance

Simplicity

Agility

Technology Enabler

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Company-wide Project Portfolio AdvisorLimited View with Traditional System Deployment

Global Regional Employee

Bob Mary

Project

Project Project Project Project

In Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

In-Memory Project Portfolio AdvisorDescription

Real-time view of project financial and billing across entire project portfolio

Drill down capabilities to actionable tasks

Single-click navigation

On-the-fly summarizations

Personalized project metrics

Single currency view of multicurrency projects

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Now back to finding those needleshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Limit each visual alert to specified accounts

bull Specify up to three threshold levels

bull Converted to reporting currency

bull At summary and detailed levels

bull Filter work that exceeds thresholds

bull Drill down to research and resolve issues

Visual Alerts

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull Define columns to be used in column layouts

bull Different column types

bull Other attributes

ndash Data item budget flag etc

bull Use in multiple column layouts

Multiple Types of Columns

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

bull User-defined

bull Basic operators available (+ - )

bull Job Cost and Billing amounts available in formulas

bull Allow currency amounts to be converted

bull Ability to reference formulas within a formula

bull Specify how or if amounts are totaled at summary levels

Formulas

In-Memory Project Portfolio Advisor

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |22

And now project profitshellip

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Projects

Tasks

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Profitability by Project and Task

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Summary

Summarize across project portfolio

Quickly find and resolve issues

User-defined project metrics and status

Single-click navigation

All using the power of Oracle Engineered Systems

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull Visibility across project portfolio for all

stakeholders

bull Need to summarize hundreds of projects with

hundreds of tasks per project

bull Need the ability to quickly identify issues and

problems to keep projects on-time and on-budget

bull Challenge keeping all stakeholders informed of

each projectrsquos status

bull Wasted time sorting and summarizing project

financial information

bull Low margins

bull Limited administrative resources

bull Limited time each reporting cycle to aggregate

analyze and manage project information

bull Project Managers

bull Mitigate project risk

bull Reduce cost overruns

bull Reduce waste

bull Increase profitability

bull Visibility into cash availability by project

bull Ensure projects remain on budget

bull Project Executives

bull Financial visibility across project portfolio

bull Lower TCO by reducing resources needed to

summarize and analyze project portfolio

bull Optimize use of limited cash through

identification of available cash across projects

Project Executives (including CFO)

bull A single user interface to aggregate analyze and

act on project financial and billing information

across portfolio

Project Managers

bull A single user interface to aggregate analyze and

act on a set of project financial and billing

information

bull Drill down capabilities to actionable tasks for quick

response to identified issues

(ORACLE INTERNAL ONLY - Last Updated 03282014)

Key Business Issues

Key Benefits

Elevator Pitch

Who Do I Sell To

Customers (salesimplement partner)

bull Brand new product for release 91

bull Product released beginning of May 2013

bull Seeking ldquoearly adopterrdquo customers

Project Executives

bull How many active projects do you have at any point

in time

bull Who is reviewing project status And how often

bull How much time do you have to prepare for your

recurring project status meetings

bull How many people are involved summarizing and

aggregating project information across the

portfolio

bull Do you know how much excess material there is for

each project or across the project portfolio

bull Do you know how the set of projects for each

project manager are doing

Project Managers

bull How many tasks do you normally have within a

project work breakdown structure (WBS)

bull How many custom reports do you have to help you

assess project status

bull Do you know how much cash your projects are

generating

bull Do you know how profitable each of your projects

are

bull Do you know which tasks on your projects are the

most profitable

bull Do you know how much extra material is left over

from any task within a project or the project overall

bull How many different ledger types do you typically

review at any one time

Discovery Questions

View all aspects of your entire project portfolio from

project financials to billing information in a single

concise view View summarized project information

from the top of the portfolio or down to the detailed

cost codes of each project With the click of a

button view all sides of your project portfolio (like by

region project manager type of project) Check

Aberdeen Reports

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

bull wwwupgradejdecom

bull wwwselljdecom

bull wwwgo9withjdecom

In-Memory White Papers

httpwwworaclecomusproductsapplications

collaborate-resource-library-1931221html

Sales Presentation

httpmyoraclecomsiteibuportalJDEdwards

Overallindexhtm

Deep functional knowledge ndash TOIrsquos

httpoukcoraclecomstatic12opnlogint=checkusercookies7Cr=-17Cc=1340632989

Product QampA send to davidscottoraclecom

Sales Tools amp Collateral Partners reseller implementer hosting

Competition

Who to Target

bull Up sell In-Memory PPA to E1 install base

customers who license Project Costing

Particular attention should be made for

customers who are on existing Oracle hardware

and database

bull Position In-Memory in net new JDE E1

opportunities for companies that manage any

type of project (internal or external projects)

Customer with at least 100 active projects would

be targeted

bull Specific targeted industries are Engineering and

Construction Engineering Services Real Estate

management Oil and Gas Mining and

Homebuilder (repetitive construction)

bullOracle

bull Accenture - Japan

bull Amazing

bull Capscient

bull Circular Edge

bull CSS

bull Cyret Technologies

bull Deloitte

bull Denovo

bull SAP HANA - SAP does not currently have a

Project Management in-memory solution They do

not have any solution over real-time information

bull Microsoft ndash No in-memory solution There are

issues with scalability

bull CMiC - No in-memory solution There are issues

with scalability and ability to consolidate project

financial and billing information in one view

Sample Conversation Starters

bull ERP Solutiones

bull Excelsis Sacig

bull Fusion5

bull Gruppo ASSA

bull GSI

bull Inosurceful

bull iSP3

bullKPIT

bull Refaire

bull Red Rock

bull Syntax

bull Sywork

bull Terillium

bull UBC

bullWipro

bull Velocity

(iXtend)

bull Do you know the financial state of your entire

project portfolio at any given point in time

bull Do you know the cash received for any given set

of projects

bull How much waste do you have because of too

much material is being ordered for a project

What do you currently do with this excess

material

bull Besides making sure projects are on-time and

on-budget do you know how profitable your

projects are

bull What is the typical profit margin for your

projects

bull How many project managers do you have

bull What type of contractor is your company (eg

general contractor specialty contractor)

bull What type of projects does your company work

on (eg highway office buildings engineering

services

Product Positioning

bull In-Memory Project Portfolio Advisor JDE E1

rel 91 module that allows you to view

summarized and detailed financial and billing

project information across a project portfolio in

one concise view It is for project managers and

project executives to have insight into and

manage all financial aspects of a project portfolio

ndash from budgets to actuals to forecasts to billing to

receivables

(ORACLE INTERNAL ONLY - Last Updated 05172013)

Product Pricing Considerations

In-Memory Project Portfolio Advisor ndash

bull A user of this module would also need to license

at a minimum foundation pre-requisites include

System Foundation and Core Tools Oracle

Technology Foundation

bull Other users would need to license Project Costing

as well as other needed modules such as

Procurement and Contract and Service Billing

For related Oracle Technology requirements

bull Exadata Storage Server SoftwareExalogic Elastic

Cloud Software or Sparc SuperCluster

bull Oracle Database - Enterprise Edition

bull Oracle Database - Real Application Clusters

bull Weblogic Server Standard Edition (restricted use

included with In-Memory product will suffice)

Since this module is brand new the partners listed were identified as having experience in the targeted industries

In-Memory Project Portfolio Advisor is only certified and supported on this Oracle configuration It is not and will not be supported on a non-Oracle footprint of any kind

JD Edwards EnterpriseOne Project Portfolio AdvisorSell Sheet

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Additional Resources

bull selljdecom

bull Oracle Learning Library

ndash Documentation

ndash Product training

ndash Product Catalog

ndash Technical Catalog

Oracle ConfidentialInternal ( 28