p6 analytics
TRANSCRIPT
Combining Oracle Primavera P6 with Oracle
BI: A Single Source of Project Truth
Yasser MahmudSenior Director, Product Strategy
Oracle Primavera Global Business UnitAugust 16, 2010
The most comprehensive Oracle applications & technology content under one roof
2
The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to
deliver any material, code, or functionality, and should not be relied upon in making
purchasing decision. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
© 2010 Oracle Corporation
Agenda
• P6 Analytics What, Who, Why?• P6 Analytics Capabilities• Guided Tour• Q&A
Management Excellence:The Next Competitive Edge
Time
Competitive
Advantage
OPERATIONALEXCELLENCE
MANAGEMENTEXCELLENCE
Cost
Quality
Speed
Smart
Agile
Aligned
Oracle Corporation © 2010 . Confidential 3
5
BI Challenges Hindering Management Excellence
• Fragmented Information• Inconsistent Needs• Report-centric• Restricted• Non-Intuitive
Oracle Corporation © 2010 . Confidential 4
Answers 5 key questions:
• What happened?
• What is happening?
• Why did it happen?
• What will happen?
• What do I want to happen?
What is P6 Analytics?
A packaged application for gathering, storing, analyzing, sharing & providing access to project data to help enterprises make better business decisions
Oracle Corporation © 2010 . Confidential 5
• Built on combination of P6 Reporting Database & Oracle Business Intelligence (BI) Suite
• Provides out of the box interactive dashboards
• Delivers a rich metadata layer for ad-hoc report/dashboard creation by business users
What is P6 Analytics?
Project, Activity, and Resource Stars
Operational Data Store (ODS)
Primavera P6 Reporting Database
ETL Process
Primavera P6 Analytics
• Integrated Security• Multidimensional Calculation and
Integration Engine• Intelligent Request Generation &
Optimized Data Access Services
Oracle BI Server
• 80+ prebuilt, interactive dashboard
• Project information model (metadata) for Adhoc analysis
• Custom configured dimensions
Primavera P6 Enterprise Project Portfolio Management
ProactiveDetectionand Alerts
DisconnectedAnalytics
Ad-hoc Analysis
MS OfficePlug-in
Reporting & Publishing
Interactive Dashboards
Oracle Corporation © 2010 . Confidential 6
Primavera P6 Reporting Database is the basis for Primavera P6 Analytics, turning mass amounts of data
into insights.
Link back to Primavera P6 Enterprise Project Portfolio Management from the
Oracle BI EE Plus Reporting Portal to view and update projects and portfolios.
P6 Analytics Turn Insight & Foresight into Action
AnalyzingDrill down, exception reports, root-cause analysis, multidimensional
analysis
ReportingDetailed operational data
Sharing standardized reports
MonitoringDashboards, scorecards and alerts
Oracle Corporation © 2010 . Confidential 7
PMO’s, Project & Resource Managers Uncover root-cause of poorly performing projects Capable of blending project data from multiple sources Resource centric dashboards Historic snapshots and trending Interactive/drillable dashboards (insight into action)
Business Decision Makers (from C-Level on down) Access to PPM data for reporting & management by exception Several consumption/delivery methods (Dashboards, Alerts, MS
Office, Disconnected) Deep analysis in context Alerting on changes in data
IT Managers Centrally managed Mission critical scalability and performance
What Value Does P6 Analytics Provide?
Oracle Corporation © 2010 . Confidential 8
• Business Decision Makers (from C-Level on down)
– What projects should we work on?– How are my dollars and resources aligned to strategy?– What is my organization’s project performance?
• PMO– What projects are in the pipeline?– What are the early warning indicators?– What are the trends over time?– How good are we at PPM governance?– Do we have the skills to execute on our projects?
Who is P6 Analytics For?
Oracle Corporation © 2010 . Confidential 9
• Program/Project Managers– What is causing my project performance and trends?– What areas need my attention?– Is upcoming project work staffed?– Are there over-allocated resources on my project that
could cause delays?
• Resource Managers– What is the utilization of my resources?– What upcoming demand is needed?– How are resources performing my location, department
and role?– What projects are causing my resources to be over-
allocated?
Who is P6 Analytics For?
Oracle Corporation © 2010 . Confidential 10
Smart Office Access Dashboards and Scorecards
Interactive AnalysisDrill anywhere visualization
Published ReportingPage-Oriented, High Volume, Pixel-Perfect
Secure Integration with Microsoft Office Role-based and Personalized
P6 Analytics BenefitsAny Interaction Style
Oracle Corporation © 2010 . Confidential 11
This is no longer about a stack of reports. Guided Analytics drives alignment and actions through the organization by modeling and making accessible discovery
and decision making best practices.
Arcadia Automated System is delayed by 30 days
P6 Analytic Dashboard
P6 Analytics BenefitsLeading Users from Discovery to Action
FPO
Oracle Corporation © 2010 . Confidential 12
P6 Analytics BenefitsDisconnected Analysis * (OBIEE Feature)
The user experience is identical to the connected user. Dashboard and Answers functionality will act identically as if the user were connected to the server.
OracleOperational
OracleDisconnected
Data
Disconnected Metadata & Report Definitions
Web Catalog PresentationMetadata
• Business ModelDisconnected BI Server • Server Cache
• Calculations
Oracle Corporation © 2010 . Confidential 13
The bottom of every Dashboard page has an
“Add to Briefing Book” Link that automatically builds an
electronic briefing book that you carry with you.
Bring along an electronic “Briefing Book” which is a collection of your most important dashboards. Briefing Books are extremely small, and can be delivered daily for
enterprise collaboration.
P6 Analytics BenefitsBriefing Books - “Pack & Go”
Oracle Corporation © 2010 . Confidential 14
Typical Effort & Customization balance
Extension of DW Schema for extension columns, additional
tables, external sources, aggregates, indices, etc.
Extension of ETL for extension columns,
descriptive flexfields, additional tables, external
sources, etc.
Additional derived metrics, custom drill paths, exposing
extensions in physical, logical and presentation layer, etc.
Additional dashboards and reports, guided and conditional
navigations, iBots, etc.
Level of Effort
Degree of Customization
Easy
Moderate
Intermediate
Involved
Dashboards & Reports
OBIEE Metadata
DW Schema
ETL
Oracle Corporation © 2010 . Confidential 15
Build from Scratchwith Traditional BI Tools
Oracle P6 Analytics
Prebuilt Business Adapter for P6
Prebuilt DW design
Role-based dashboards and hundreds of pre-defined metrics
Easy to use, easy to adapt
Weeks or Months
Back-end
ETL andMapping
DW Design
Define Metrics& Dashboards
Back-end
ETL andMapping
DW Design
Define Metrics& Dashboards
Training / Roll-out
Training / Rollout
Quarters or Years
Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis
Speeds Time To Value and Lowers TCOP6 Analytics
Faster deployment
Lower TCO
Assured business value
Oracle Corporation © 2010 . Confidential 16
GUIDED TOURPrimavera P6 Analytics
• Offers several consumption/delivery methods (Dashboards, Alerts, MS Office, Disconnected)
• Capable of blending project data from multiple sources• Manage by exception– Effectively displays…• Top understaffed projects• Best/Worst performing projects• Status of most strategic projects• Over/Under Allocated resources for next X months• Unstaffed roles for next X months
– Conditional formatting• Cell/text coloring and style
P6 Analytics Complements P6 EPPMKey Differences
Oracle Corporation © 2010 . Confidential 18
• Insight to action– Built-in drill down and navigation to expedite root cause
analysis– Quick analysis through on-screen filtering
• Daily time phased information for trending over time– Drill down from year to quarter, month, week, day with
support for financial period– Period based metrics that don’t exist in P6• CPI, SPI, Variances
• Flexibility to report on multiple financial calendars
P6 Analytics Complements P6 EPPMKey Differences
Oracle Corporation © 2010 . Confidential 19
• Resource Centric dashboards and views• Deliver resource information in formats that make
sense to each role– Utilization percent for resources and roles– FTEs by time period
• Unique ‘slicing’ capabilities, pivoting, P3 matrix type reporting• Historic snapshots• Complete meta-data layer for ad-hoc analysis by
business users
P6 Analytics Complements P6 EPPMKey Differences
Oracle Corporation © 2010 . Confidential 20
• Integration with MS Office– Quickly refresh data in Excel and Power Point presentations– Export reports to PDF, PowerPoint, Word, Excel
• Briefing Book– Capture favorite reports and store them with point in time
information along with option to use latest data
• Push/pull information to handhelds– Alerts can be sent to mobile devices– iPhone app for viewing OBI dashboards
• Print/download – HTML, PDF, Excel, PowerPoint
P6 Analytics Complements P6 EPPMKey Differences
Oracle Corporation © 2010 . Confidential 21
AQ&
APPENDIXPrimavera P6 Analytics
Automatic Delivery of Information
Oracle Corporation © 2010 . Confidential - Internal Use Only 24
Automation
Email contains personalized graphic report with navigation
into P6 Analytics
Oracle Corporation © 2010 . Confidential - Internal Use Only 25
Email Attachements
P6 Analytics dashboard providing further
information on project performance
Oracle Corporation © 2010 . Confidential - Internal Use Only 26
Dashboards
Click through - guided navigation provides
full analysis
Oracle Corporation © 2010 . Confidential - Internal Use Only 27
Click Through Navigation
View is automatically filtered on the desired
project/portfolio
Oracle Corporation © 2010 . Confidential - Internal Use Only 28
Filtered View
Drill into view for more details and email program manager
Oracle Corporation © 2010 . Confidential - Internal Use Only 29
Drill Down to Project Level Details
Analyze performance for all projects
Briefing book captures ‘point in time’ reports
for later reference
Oracle Corporation © 2010 . Confidential - Internal Use Only 30
Dashboard View: Performance Trends
Reference previous briefing books to compare against
current data
Oracle Corporation © 2010 . Confidential - Internal Use Only 31
Data Comparison
Slice portfolios, projects, and programs by
organizational KPIs
Oracle Corporation © 2010 . Confidential - Internal Use Only 32
Portfolio View: Bubble Chart
Slice information ‘on the fly’ for agile
analysis
Oracle Corporation © 2010 . Confidential - Internal Use Only 33
On the Fly Analysis
Now lets talk about the Program Manager and see
the email sent from the Executive and continue our
analysis
Oracle Corporation © 2010 . Confidential - Internal Use Only 34
Oracle Corporation © 2010 . Confidential - Internal Use Only 35
Email: Executive to PM
‘One click’ navigation guides analysis
process
Oracle Corporation © 2010 . Confidential - Internal Use Only 36
Single Click for Analysis Process
Root cause analysis by driling down
through project WBS
Act on analysis by navigating into P6
Oracle Corporation © 2010 . Confidential - Internal Use Only 37
Root Cause Analysis
Navigate in context of project
Project Context Navigation
Oracle Corporation © 2010 . Confidential - Internal Use Only 38
Find issue and course correct
Issue Resolution
Oracle Corporation © 2010 . Confidential - Internal Use Only 379
Now lets take a resource centric view of our projects
Oracle Corporation © 2010 . Confidential - Internal Use Only 40
Alert for upcoming unstaffed work
Alert: Unstaffed Work
Oracle Corporation © 2010 . Confidential - Internal Use Only 41
See problems before they occur
Navigate from email into P6 Analytics
Issues Identified
Oracle Corporation © 2010 . Confidential - Internal Use Only 42
Multiple analysis paths –drill into time
or project
Drill Down: Time or Project
Oracle Corporation © 2010 . Confidential - Internal Use Only 43
Drill into time for granular analysis
Navigate into P6 to perform staffing
Drill Down Options
Oracle Corporation © 2010 . Confidential - Internal Use Only 44
Analyze and resolve resource over
allocation
Manage Resource Allocation
Oracle Corporation © 2010 . Confidential - Internal Use Only 45
Analyze by time to identify when over allocation exists
Conditional formatting and display options to
match customers business
Over Allocations Highlighted
Oracle Corporation © 2010 . Confidential - Internal Use Only 46
Ad-hoc analysis through OBI Answers
Ad-Hoc Analysis
Oracle Corporation © 2010 . Confidential - Internal Use Only 47
1. Empowers Everyone & Improves Project Success Rate – Every person is provided with relevant, complete information tailored to their role
2. Provide Actionable Intelligence – Provides powerful insight & foresight across project functions in time to influence the business outcome
3. Use Insight to Guide Actions – Lead people to take action based on facts to optimize decisions & actions
Becoming an insight-driven enterprise will drive the next level of project value creation & competitive advantage for organizations.
P6 Analytics Enables an Insight-Driven Enterprise
Oracle Corporation © 2010 . Confidential - Internal Use Only 49