use of unifier with primavera

Use of Unifier with Primavera

Presenter – Greg Macpherson - Co-Author – Ahmed Arif and Ba Dang

National Primavera & Unifier Practice ASG [email protected]

Background

� Greg Macpherson, Ahmed Arif, Ba Dang – National Primavera/Unifier - ASG� ASG Group – $150M IT services organisation � Unifier – a very worthwhile new product from Oracle Primavera� Explore the realities of using P6 and Unifier now/future

� Primavera P6 EPPM – strengths in scheduling, resources, risk and more� Unifier – strengths in contracts, workflow, real estate, facilities and more� There is a considerable amount of development going on with both� What are the opportunities, challenges and realities – now/future� Act now or wait?

Exploration

Oracle Primavera Unifier

The addition of Unifier presents some interesting opportunities for both new and existing user of Primavera.

� Improved integration (Cost, Schedule, Portfolio)� New applications – Real Estate, Capital Assets, Facilities� Workflow, audit functions, reporting and more

Exploration


� Many organisations who want to use Unifier are already using Primavera P6

� What are the implications of using both products

� What are the benefits

� What are the downsides

� The future – speculation

� What should I do


Unifier Application Sets

� Need to consider what parts of Unifier to adopt, when and how they fit with P6� Quick overview of Unifier for those of you who have yet to see it

Capital Planning

Cost Control

Real Estate Management

Facilities Management

Project Delivery Management


� What is Unifier ?

� Cloud based solution for managing projects and facilities� Particular emphasis on contracts, workflow, assets, real estate� Customers include many large organisations – Oil, Gas, Commercial� Available cloud based or on premise� Integrate Enterprise Systems , Finance, Asset Management, Supply � Combine with Primavera P6 EPPM for a complete life cycle� Long–range planning and delivery of programs and projects � Considerable overlap with Primavera P6

Unifier + P6


What is Unifier Workflow ?

Unifier offers a much improved and simplified workflow.

� Easy to set up, manage� Oracle BPM/SOA in the future versions?� A must have to control business processes� Note that Workflow in P6 is still BPM


What is in Unifier Capital Planning?

� Top-down and bottom-up views – plans and projects (P6 overlap)� Manage cash flow over the life of the project – (P6 overlap)� Multiple scenarios, linked to projects (P6 overlap)� New views of project/portfolios (P6 overlap)� Document management, dashboards, and reports ( P6 overlap)� Can be adopted now – but consider overlap with P6 EPPM


What is in Unifier Cost Control ? NEW

� Easy to use tools to view, management control costs, cash flow, and funds. � Automation, flexibility, analyse complex cost control, cash flow, and funds analyses.� Configurable cost management – define your business process/workflow� One way integration from P6, cost and schedules in Unifier can be fully aligned � One of the outstanding benefits of Unifier� Strong case for early adoption – regardless of P6 interaction


What is Unifier Project Delivery Management?

� Workflow/phase gate controls – Simple, easy to use� Integrates with P6, MS Project – Allows integration with non P6 schedules� Who did what/when – audit logs – Necessary for modern systems� Document management with version Control – overlap with P6� Communication and Collaboration � Consider when to use. NOW if eg MS Project is your planning/scheduling tool


What is Unifier Facilities Management? NEW

� Significant new functionality � What properties/where – leased, owned� Metrics on costs, utilisation� Consistently collect, analyse, and report on facilities� A very strong case for early adoption if you are exposed to property


What is Unifier Real Estate Management? NEW

� Meets specific requirements of Landlords and tenants� Manage site/property acquisitions, dispositions, lease renewals.� Evaluate alternative sites� Track/manage critical dates, Commission� Manage repairs and maintenance� Very strong case for early adoption if you have exposure to property


In-house or Cloud Deployment

� Has been available as SaaS � Also consider in house or (e.g.) dedicated Amazon, Rackspace etc deployment�Note OBIEE in the diagram�Note no Webcenter in the diagram (yet)

Based on Unifier 9.11 Version


Primavera EPPM and Unifier Integration

Based on Unifier 9.11 Version

Unifier Public Cloud Deployment

Elastic Load Balancer

M1-xLarge Ec2Primavera Node 1

SG1


SG2

Cust 1 - HA

Customer Network via VPN

or Direct

Primavera web app for mobile

WWW WWW

EBSEBS

EBSEBS

EBSEBS

Backup

Snapshots to S3

Arch Logs

VPC

WWW access to Primavera Web App

VPC Subnet 1 VPC Subnet 2

Cust 2 – Non-HA

Elastic Load Balancer


SG1

EBSEBS

EBSEBS

EBSEBS

Backup

Snapshots to S3

Arch Logs

Pre-Baked AMI’s for both Instances with auto configuration

scripts

Security Groups act as Firewalls

Required for public DNS registration of managed server applications

99.95% Available target 95% Available target

Primavera / Unifier Web App


Multi-Tenant vs Single Tenant

� Current SaaS customers are within a Multi-Tenant environment� Customers moving to a Single Tenant Environment� Security Fixes and Enhancements related to Oracle Security compliance� Single tenant offers more control over performance


Plans Unifier 9.12 ( Planned 2013)

� P6 Integration – Very important� PCM Integration – Not significant for our customers � Oracle Branding� Content Repository (CMIS, UCM and Sharepoint) – Unifier and P6 to use same� Red Stack Uptake� Spatial and Oracle Maps – replacing non Oracle with Oracle� AutoVue integration – Unifier and P6 to use same� Unified Workflow, Admin – speculation – Unifier workflow – extends to P6� Unifier Mobile - new functionality� Unified Reporting – Use Unifier simple interface to link into BI Publisher


Plans Red Stack (Planned 2013) – alignment with P6

� Oracle HTTP Server 11gR2 as the HTTP Server� Oracle Weblogic 11g as the Application Server� Oracle JRockit 6 as the Java Virtual Machine� Oracle Enterprise Manager 11g/12c for system monitoring� Oracle Identity Manager 11g/R2 for User Management� Oracle Access Manager for Authentication� Oracle Enterprise Linux� Oracle Virtual Machine� Oracle Webcenter Content� Oracle UPK


P6 Integration + Unifier (Planned 2013)

� Note the direction of integration flows� Future integrations bi-directional (Speculation)


Common Integration Platform (Planned 2013)

� Primavera Gateway for P6 and Unifier� Integration to ERP, Supply , Asset systems� Oracle BI can retrieve data from different sources


Unified UI and Mobile (P6 + OPPM + Unifier)

� Composite solution:P6, Unifier,& new functionality� Platform agnostic - Android, iPad, iPhone� Continue to offer Team Member Apps� You should see more of this at Collaborate 13


Oracle BI Integration (ERP+ Unifier+ P6)

� BI Publisher is a “must have” for P6/Unifier users – reporting excellence� Draw data from where it is located – present “one truth” to users


As a current Primavera P6 user – what does Unifier mean for me?


Unifier presents some interesting opportunities for both new and existing user of Primavera.

� Explore opportunities now available with Unifer and Primavera� Existing P6 users – which product/which function delivers the result?� Existing P6 users – is the pain of adopting Unifier worth the cost?� New P6 users – build your systems to allow for Unifier now/future

Explore


Existing P6 users – which product/which function?

� Using Contract Manager – can also use Unifier� Portfolio Management – can also use Unifier� BPM – still required in P6 – but Unifier Workflow much easier

Where we are, where we need to go – match with Unifier roadmap

Which Direction?


New P6 Users – architect for maximum benefit

� Consider integration points – what links with what� Consider shared repositories – minimise duplication� Same versions of database, tools� Already seeing integration of mobile apps (Unifier, P6)� Will P6 become part of Unifier ? Speculation – likely – but when?

Systems Architecture


Existing P6 users – opportunities with Unifier

� New applications are easiest to take on now� Contract Management - use Unifier if you don’t have PCM� Portfolio Management – P6 or Unifier – arguments for both

Applications


If you are using Primavera P6 now – then consider

� Upgrade to latest P6

� Use a document repository

� Implement BI Publisher

� Review your processes

� Review your security

� Review your data

� Review your integrations


Upgrade to the latest Primavera P6

� Oracle is doing a lot of development – Unifier and P6� Upgrading to the latest P6 (8.3) – lowest risk with Unifier� Weblogic – provides maximum flexibility� Integration tools – lowest risk with Unifier/other products

Latest Release


Use a document repository

� Documents a key part of Projects and Contracts� P6 can use Webcenter/UCM, Sharepoint� Speculation that Unifier will use Webcenter/UCM� If P6 and Unifier use Webcenter/UCM but different repositories � at least you will be able to connect them in Webcenter/UCM


Implement BI Publisher

� BI Publisher is the integrated reporting tool� Used by both Unifier and Primavera� Provides a common reporting tool� Able to access both Primavera and Unifier data


Review your processes

� Unifier is a great platform for workflow� Are your P6 users using BPM ?� Good practice to document/formalise important processes� Provides a solid base for future integration with Unifier

Decision Process


Review your security

� Right now Unifier and P6 each have their own security� Review current P6 security (users, access, projects)� Align P6 security with Unifier security

Security


Review your data

� #1 Problem of many Primavera P6 using organisations� Review/cleanse P6 data� Review – codes, calendars, projects , templates, resources,costs etc� Align P6 data with Unifier data

Cleanse Data


Review your integrations

� Both Primavera P6 and Unifier will potentially be integrated with other products and applications - and with each other

� Review current integrations with e.g. ERP, HR, Supply, Assets, Procurement, Payroll to ensure maximum future flexibility

� Align P6 integrations with Unifier integrations

Review


� Do my best to answer now – but also happy to take questions via email

Greg Macpherson - National Primavera & Unifier Practice [email protected]

Oracle Primavera Unifier Link / Resources / Ref

� BI Publisher at oracle.com http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html� Primavera EPPM at oracle.comhttp://www.oracle.com/au/products/applications/primavera/overview/index.html � Unifier at oracle.comhttp://docs.oracle.com/cd/E38376_01/index.htm� Pre-Built Integration for PPM at oracle.comhttp://www.oracle.com/us/products/applications/primavera/042381.htm?ssSourceSiteId=ocomau

use of unifier with primavera

Technology