Cloud PPM for Project-centric Service Organizations Heidi Zee, Managing Partner & CEO, Frontera Consulting Kevin Beyer, Managing Partner of Global Fusion Services, Frontera Consulting Fiona Purves, Strategy Director, Oracle October 01, 2014 Copyright 2014, Oracle and/or 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 Oracle s products remains at the sole discretion of Oracle. 3
Agenda 1 2 3 4 5 Empowering Project-Centric Service Organizations Implementing Oracle PPM Cloud at Frontera Demo Release 9 Highlights Summary 4
Frontera Consulting Introduction We are a global consulting organization and leading provider of business and technology consulting services to organizations ranging from mid-market to Fortune 500. Headquartered in New York with offices in London, Toronto and Hong Kong covering operations in North America, EMEA, and Asia Pacific Over 125 consultants worldwide IT strategy, process improvement, change management, system implementation, upgrades and support We are a Fusion Cloud Service customer (Live on PPM & Fins) 5
Control costs, mitigate risk Increase billing & payment accuracy Improve Cash Flow & Profitability Drive Engagement Efficiency Reduce turnover of valued employees Professional Services Attract & Retain Top Talent Accelerate Delivery Increase utilization & focus resources on meeting strategic project needs Increase team productivity Optimize project performance Standardize & Improve engagements Improve Staffing visibility and decisions 6
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Oracle Project Portfolio Management Cloud HCM Insight & Performance SOCIAL Financials Contract Management Cost Management & Control PPM Budgeting & Forecasting Billing & Revenue Management MOBILE Procurement Project Management & Scheduling Task Management Resource Management INTEGRATION CX Project Visualization ANALYTICS Improve Project Profitability Accelerate Project Delivery 8
Modern Project Management in the Cloud Immediate Project Insight Drive Insight Social Project Management Collaborative People- Centric Motivated Global Talent Mobile Connected Workforce Ultra-Efficient In Control Complete Project Visibility 9
Drive Insight Right-time decision making Immediate Project Insight for Everyone For VP Services: Proactive insight into project performance trends with real-time analytics solutions For Business/Project Managers: Identify and resolve exceptions with self-monitoring projects For Project Accountants/Finance Analysts: Create and modify live reports and perform ad hoc analysis without IT For Team Members: Guide decisions with contextual transaction intelligence 10
People-Centric Motivated Project Talent Global Resource Repository Powerful search tools to align skills and experience levels with project delivery requirements Track and manage utilization targets and resource performance Global insight into resource skills and availability 11
Mobile and Collaborative Secure in-context project collaboration Social Project Management Collaboratively plan, schedule and deliver projects Work socially by sharing project and to-do tasks Manage work in collaboration with others Manage and progress tasks anywhere, anytime 12
Ultra-Efficient Easy employee experience User-Centric Design Single-click progressing increases productivity Extensive spreadsheet and project management integration for efficiency Stay informed of project status with anytime, anywhere access Eliminate manual entry of travel expenses for on-the-go workforce 13
In Control Single source of project truth Complete Project Visibility Centralized project accounting with enterprise view of projects Standardized project financial and project execution business processes Monitor and track performance and profitability Full multi-gaap, multi-currency, multi-language, multi-subsidiary support Country-specific localizations comply with local regulations and diverse reporting requirements 14
Implementing Oracle PPM Cloud at Frontera
Frontera Consulting Implementation Frontera Background Growing consulting practice International expansion Proprietary system supporting financials, projects, time and expense processing Business Goals Accurate project budgeting and reporting Consolidated global reporting Multi-currency processing and reporting Modern User Interface 16
Frontera Consulting Implementation ERP Cloud Selection Supports us as we grow Cloud application Project Performance Dashboards OTBI/FR/SmartView reporting Familiar (and best-practice) business processes Scope Financials multi-ledger, multi-currency Project Portfolio Management Costing and billing Expenses Self-service, mobile expenses Time 17
Frontera Consulting Implementation Implementation Highlights Cloud approach Accelerated Deployment Lifecycle Phased Delivery Consistent User Involvement Project framework - Support Requests & Fusion Success Manager Phased adoption of solution set Ease of data loaders End user transition 18
Frontera Consulting Implementation Benefits Realization New system capabilities Multi-currency reporting, with a real time P&L Comprehensive project management solution - Budget to actual project reporting, dashboards, workflow, work breakdown structure Efficiencies gained Consolidated financial reporting Automated steps for project billing Mobile expenses with image attachments Automated payment recording and email remittances Increased support and accuracy of VAT reporting 19
In the past Time Wasted Lost Receipts Painful Process 20
Fusion Mobile Expenses Faster employee payment Earlier visibilities of expenses - PMs and Finance Accelerated invoice processing 21
Cloud PPM Project Financial Health Case Study Business Scenario: Understand and manage budget vs. actuals Challenges: Highly manual process to setup and maintain comparison of project budget vs. actuals 0.5 day to set up each new contract 4 days per month for data entry and research Analysis and research required multiple people s input and time Solution: ERP Cloud PPM Dashboard 22
Project Overview 23
Project Performance Dashboard 24
Project Performance Dashboard 25
Project Performance Dashboard 26
Project Performance Dashboard 27
Track Project Progress 28
Review Project Performance 29
Frontera Phase 2 and beyond Time Entry Resource Management Procurement 30
Release 9 Highlights
Project Portfolio Management Release 9 Themes Deliver Insight Drive Profitability Simplify Solutions Accelerate Delivery Modernize + Engage 32
Project Resource Management Resume search Cancel or adjust dates for multiple resource assignments at once Assign resource directly to project Resource cost & bill planning rates Optionally staff resources outside of Oracle HCM Cloud 33
Project Resource Management Resume search Cancel or adjust dates for multiple resource assignments at once Assign resource directly to project Resource cost & bill planning rates Optionally staff resources outside of Oracle HCM Cloud 34
Project Resource Management Resume search Cancel or adjust dates for multiple resource assignments at once Assign resource directly to project Resource cost & bill planning rates Optionally staff resources outside of Oracle HCM Cloud 35
Project Resource Management Resume search Cancel or adjust dates for multiple resource assignments at once Assign resource directly to project Resource cost & bill planning rates Optionally staff resources outside of Oracle HCM Cloud 36
Project Resource Management Resume search Cancel or adjust dates for multiple resource assignments at once Assign resource directly to project Resource cost & bill planning rates Optionally staff resources outside of Oracle HCM Cloud 37
Project and Task Management Work Plan Templates Project Calendar Change Management Enterprise Project Structure Enhanced Progress Management Milestone and Deliverable Management 38
Project and Task Management Work Plan Templates Project Calendar Change Management Enterprise Project Structure Enhanced Progress Management Milestone and Deliverable Management 39
Project and Task Management Work Plan Templates Project Calendar Change Management Enterprise Project Structure Enhanced Progress Management Milestone and Deliverable Management 40
Project and Task Management Work Plan Templates Project Calendar Change Management Enterprise Project Structure Enhanced Progress Management Milestone and Deliverable Management 41
Project and Task Management Work Plan Templates Project Calendar Change Management Enterprise Project Structure Enhanced Progress Management Milestone and Deliverable Management 42
Social Expanded Uptake of Oracle Social Network Embedded Conversations in Project Financial Management Project Plan Collaboration for Project Managers and Team Members 43
Social Expanded Uptake of Oracle Social Network Embedded Conversations in Project Financial Management Project Plan Collaboration for Project Managers and Team Members 44
Social Expanded Uptake of Oracle Social Network Embedded Conversations in Project Financial Management Project Plan Collaboration for Project Managers and Team Members 45
Introducing Team Member Mobile New Manage your tasks conveniently, anywhere and anytime Simple and intuitive UI Search and filter for tasks Update, progress and add tasks Manage work in collaboration with others 46
Introducing Team Member Mobile New Manage your tasks conveniently, anywhere and anytime Simple and intuitive UI Search and filter for tasks Update, progress and add tasks Manage work in collaboration with others 47
Time and Labor Time entry for contingent workers Project and payroll time on the same timecard Time entry based on project team membership Mobile time entry 48
Time and Labor Time entry for contingent workers Project and payroll time on the same timecard Time entry based on project team membership Mobile time entry 49
Time and Labor Time entry for contingent workers Project and payroll time on the same timecard Time entry based on project team membership Mobile time entry 50
Project Opportunity Management Create pursuit and planning projects from sales opportunities Initiated by sales reps or created automatically Capture project opportunity information Reporting and analysis for project opportunities 51
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Modern PPM Imperatives Core Strategies to Improve Business Outcomes Deliver the right data at the right time to the right people Leverage power of social collaboration and mobile tools Align project talent skills with project delivery requirements Simplify, standardize and automate project processes 53
R E S O U R C E S Cloud.Oracle.Com PPM Release 9 Content PPM Release 9 Spotlight Video PPM Cloud on You Tube 54
Additional Resources Meet the Oracle Fusion Project Portfolio Management Experts Wednesday 1:45 PM Metropolitan III ERP Central @ OpenWorld Second Floor Foyer at the Westin Market Street Demo Grounds Moscone West WLC-007 and WLC-008 55
Fusion Project Portfolio Management Sessions Date Time Session Title Location Mon 9/29 2:15 pm The Future of Project Portfolio Management is in the Cloud Westin Market Street Metropolitan I 5:00 pm Oracle Project Portfolio Management Cloud: Overview, Strategy and Roadmap Tues 9/30 10:15 am Budgetary Controls and Fusion Grants Management Cloud Service for the Public Sector 11:30 am Intro to Oracle Fusion Grants Management Cloud Service: empower Your Sponsored Program Office Wed 10/1 11:15 am Understanding Oracle ERP Cloud Operations and Cloud Integration Westin Market Street Metropolitan II Westin Market Street Metropolitan II Westin Market Street Metropolitan II Westin Market Street Metropolitan II 12:30 pm Cloud PPM for Project-centric Service Organizations Westin Market Street Olympic 4:00 pm Accelerate Project Execution with Oracle PPM Cloud Westin Market Street Metropolitan II Thu 10/2 9:00 am Modern Project Financial Management in the Cloud Westin Market Street Metropolitan II 56
Safe Harbor Statement The preceding 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 Oracle s products remains at the sole discretion of Oracle. Oracle Confidential Internal/Restricted/Highly Restricted 57
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