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Michael Cramer, Oracle Primavera Senior Sales Executive

BPM in der praktischen Anwendung für Projektmanagement

Today’s Objectives

• Overview of Primavera’s workflow approach

• Brief tour of basic Oracle BPM Tools

• Additional BPM workflow tool capabilities

• Practical example: Launch new project

Oracle confidential internal only

Primavera Evolution to Open System Platform


Oracle technologies open new possibilities

for workflow extensions, business process

modeling, BI, analytics and creative

reporting built upon the Oracle Fusion

Middleware stack.

P6 & CM Web Services, Events and Data

Warehouse

Proprietary business rules, Project &

reporting tools lacking BI, flexibility and

workflow

Oracle BPM Suite 11g (Bundled licensing)

Oracle OBIEE 11g

Oracle BI Publisher 11g (Bundled licensing)

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Goals of BPM Workflow in Oracle Primavera P6


Extensible

• Extend business Project

• Extend business logic

• Extend workflows beyond P6 • Integrate with ERP*

• Human Workflows • Create custom forms

Adaptable

• Adapt P6 to your changing business needs

• Model your own business project management practices in P6

Governance

• Stage-gating

• Agile

• ITIL

• Approvals

Governance: Business Process Automation Ensure alignment of strategy, execution, and results

5

Capture all Requests & Changes via forms

Control via Workflow

Select, Prioritize, Plan & Execute

Work Request Workflow

Change Workflow

New Project

Workflow

Process Participant

• Any end-user who

invokes, reviews,

approves, rejects

• Minimal training

• Familiar interfaces

Inside P6

Outside P6

Governance: General BPM process user roles

Outside P6

8

•Examples:

• IT service management: Map

Incidents from Remedy or Oracle

Enterprise Manager to activities

within a project.

• Work delay: Notify procurement

that materials need date has slipped

due to work slippage.

• Material delay: External

procurement system prompts P6 that

key material ship date has slipped

and may impact the project.

Governance: Business Process Automation Use Case #1: Integration across the larger ecosystem

End-to-end Business Process

Enterprise Infrastructure

Customer

Relationship

Management

Sales and

Marketing

Project

Planning Manufacturing

Inventory &

Logistics Finance & HR

SFA Prodict LMS

Inv

MGMT

B2B PPM

ERP.

SCM producti

nfo.

MES

DB ERP CRM

BPM models, simulates, executes, manages, monitors,

& optimizes those Business Processes.

9

• Project Initiation (Demo Today)

• Involve the larger enterprise

• PM’s

• Executive’s

• Team Members

• Resource Managers

• Stakeholders

• PMO

• Capture information effectively

• Consistently apply procedures

• Reduce fire drill management

• Provide better visibility into process of

adding new project work

Governance: Business Process Automation Use Case #2: Project Lifecycle Processes

10

•Escalate issue for manager action

•Request for new project code

•Accepting forecast dates

•New Project Architect wizard

•Approval for resource calendar

(individual) changes

•Activity finishes, release risk contingency

Governance: Business Process Automation Use Case #2: Examples of Other PPM Lifecycle Processes

•Document review cycle

•Stage Gating

•Resourcing a project plan

•Capture a project "change"

•Collecting & applying tentative project

progress updates

•Create issue based on exceeded

threshold / variance

11

• If a new activity has been added

• If project status changes

• If project code value changes

• If certain metric’s value changes by

more than x%

• If project baseline has been changed

• If a resource on resource team XYZ

should become over allocated

• If activity feedback is added

• If a key milestone’s target date is within

X weeks

Governance: Business Process Automation Use Case #3: Notifications & Exceptions Handling

Practical example: build new BPM process Initiate new project


Launching New Project

Practical example:

Live Demo:

© 2010 Oracle Corporation

BPM process control in Primavera Workflow actions and status overview




Within My Workflows,

click “+” to launch a

new workflow.

Select the BPM

process to be

initiated.



This process will

submit a new project

proposal.

Organizations can

ensure new ideas for

projects contribute to

business value.

This workflow will

create a new What-if

project behind the

scenes.



Casual users easily

input required data.

Anyone in a project-

driven organization is

able to participate.

Forms can display

intuitive terminology

that avoids PPM

jargon.



Based on estimated

budget size, this

request will bypass a

rigorous review

process.

Based on estimated

budget size, this

request will bypass a

rigorous review

process.



This next stage is

called “Project

Manager Review”.

Displayed fields can vary

for each stage.



Additional project

details are revealed

for this user.

Submitting will confirm this

project manager’s

acceptance of project

assignment & create

project in P6.

The workflow engine

can auto-populate

fields (e.g. Set

Project Type, EPS,

OBS)

Tracking Project in ‘My Workflows’




View list or Group by:

Category

Due Date

Initiator

Priority

Formatting changes

are saved for each

individual user.

Insight into Days Pending and

deadlines so that Project are

not delayed



View History for each

workflow



Understand the

current status based

on context of the

entire workflow

Swimlanes denote

which user role takes

action for each stage

Summary

• Oracle introduced world-class BPM workflow capability into P6

• Easy to use with simple forms

• Integrates stakeholders without Primavera direct access in forms

• Capture the right information in the right quality with BPM via integration

over larger ecosystem (ERP, CRM, PLM and others)

• Notifications and alerts


BPM Terminology

• BPMN - Process modeling notation based on OMG BPMN 2.0 standard.

Process execution by BPMN Service Engine (built on BPEL engine)

• BPM Project – the container for all workflow elements such as BPMN Project,

business rules, BPM objects, transformations, etc. • Create new with BPM Studio

• Create new with Process Composer by using existing template created with BPM Studio

• Role – same as ‘Lane’ in BPMN terms. Defines who has responsibility to

participate in a process step. • When modeling, Abstract Roles are used

• At run-time, Organizational Roles are used

• Project deployment involves tying these two entities together

• Activity Document – instructions for end user participants to read at a given

process step

• Business Catalog – Per BPM project, container for Business Objects

leveraging SCA composite assembly model. Hides technical details of WSDL,

etc for business user.

• Project Metadata Store (MDS) – Container for BPM Projects. Process

repository accessed by both Studio and Composer


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