Oracle Instantis Product Overview Final

Oracle Confidential – Internal/Restricted/Highly Restricted

INSTANTIS ENTEPRISETRACK Overview

Poornima SethuramanSolutions EngineerIndustry Solutions Engineering

JUNE 13, 2016

Agenda

Product Description

Key Features and Functions

Module Review

Objectives

1. Describe Oracle Instantis and where the it fits into Oracle's product lines and Pillars

2. Identify Key Technology Differentiators

3. Defining Instantis Project Life Cycle

Objective 1:Introducing Oracle Instantis

Instantis has a Complete Solution Automated PPT storyboard reports User Compose able dashboards Integrated Solution Modules

– Strategy Manager– Process Manager– Survey/ VoC Manager

Dynamic ad-hoc reporting, Pivot tables and group by on the fly

Purpose-Built and Seamless Social PPM: EnterpriseStream

Mobile App for phones and tablets

Instantis is EASY

Easy to deploy Fast deployments on-premise or on-demand at your site or the Instantis carrier-grade data center. You will be up and running in days not months.

Easy to use For all types of users. Leveraging a streamlined corporate configuration coupled with end user controlled personalization technology, you control the look and functionality using the most robust out-of-box configuration options in the industry.

Easy to afford A set of flexible pricing options gets you started quickly and economically while on-going support and maintenance ensures rapid ROI (typically less than 6 months) and minimal TCO compared to other solutions.

Oracle Primavera + InstantisDelivers Industry Leading Solution for IT, NPD & LSS

Purpose BuiltBuilt to meet needs of top-down & resource driven environments

Cloud EnabledBuilt from ground up using cloud native technology

Seamless PPMTop-down portfolio capabilities -seamlessly integrated with just enough project execution

P6 & Unifier

Strategies

TasksWork Orders

PortfoliosResources

DeliverablesProjects

Instantis

Corporate Capital ProjectsR & D IT Manufacturing Maintenance

ManufacturingETO

OwnerCapital Projects

EPCContractor

RoutineMaintenance

ProcessImprovement / LSS

Shutdown /Turnaround /

Outage

InstallationServices

Delivering on Vision of #1 Multi-Initiative Solution

Multi-Initiative This is a critical differentiator, Instantis can provide a solution that will

support 2 or more Project Portfolios in different business areas in a single solution yet give a best of breed configuration for each, these include:– Business Process Improvement (Lean/Six Sigma Process Improvement)– New Product Development– IT/IS/ICT– M&A– Marketing– Other

Multi-Initiative PPM Gain Cultural Acceptability in Multiple PPM Environments

Simultaneously

Demand/Requests

Project Managers

WBS/PMBOK Cost

Idea/VoC/Charter

DMAIC//Best Practices BenefitsBelts

Ideas Phase Gates ROIProduct Managers

IT PPM

NewProduc

Six Sigm

Top-Down vs. Bottom-Up Instantis is a Top-Down solution concentrating on the business

(financial) impact of the project portfolio, which senior managers understand the value but driving project mainly at a milestone or phase level.

Instantis is strong on Strategic, Financial and Portfolio visibility. Ease of use, ease of deployment and alignment to strategic objectives that are important to senior management

Instantis provide deeper project scheduling capability but it is not our core capability.

Advantages with Instantis

Quick to Deploy

Quick ROI

ter Easy to U

seMulti-Initiative PPM

NPD Lean Six Sigma

IT PPM

Objective 1: Summary Instantis is a Complete Lifecycle Solution Oracle Primavera + Instantis

• Purpose Built• Cloud Enabled• Seamless PPM

Focus on IT PPM, NPD, and Process Improvement

Multi Initiative EPPM Support Quick to Deploy Easy to Administer Easy to Use Mobile Enabled Quick ROI

Objective 2:Technology Differentiators

Project Portfolio Management Lifecycle

Plan: Alignment

Drive business transformation and IT project execution based on business goals and priorities such as KPIs, balanced scorecards, Hoshin objectives, etc.

Assign, track, roll-up project performance, cost and other metrics for IT, process improvement and other strategic initiatives and programs.

Manage IT like a business by executing IT portfolio business strategies for applications (APM), IT infrastructure, services, assets, vendors and other investments.

What-If Scenario Planning

Optimize resource deployment

Simulate impact of shifting, excluding or adjusting effort of proposed project plans.

SELECT

Select: Ideas, Requests, Proposals

Centralize ideation process

Capture / filter IT project ideas via an on-line portal

Enforce consistency:– Business case– Project scoping– Resource request and

approvals and workflows

MOBILIZE

Mobilize:Resources

Enhance resource pool visibility and allocation control

Balance work demand and supply.

Example resource heat map by role

Mobilize:Resources

Overall or rolled-up views of resource heat map

Planned vs. actual utilization for all resources

Example planned vs. actual resource utilization chart

Mobilize:Resource Utilization and Availability

EXECUTE

Execute:Project Schedules/Roadmaps

Increase project visibility

Flexible n-level deep WBS

Example WBS: User-defined columns can be displayed, reordered and resized on the fly.

Execute:Project Schedules

Interactive Gantt chart

Modify start / finish dates, see GANTT impacts

Drag and drop Gantt bars - column information updates

Execute:Microsoft Project Integration

Leverage existing PM Microsoft Project knowledge

Two-way MS Project integration

Edit and manage in EnterpriseTrack or MSP

Execute:Best Practices Leveraging Knowledge Base

Example screen shot showing the folder-based organization of Knowledge Manager

Streamline project execution Knowledge base of project documents, tools and templates. Attach/link docs to strategies, portfolios, ideas, proposals, projects, etc.

Collaborate: Enterprise Stream

First and only purpose-built and “seamless” collaboration and social networking capability for PPM practitioners and stakeholders

Virtually zero effort to set it up, start collaborating, see results

Collaborate: Intuitive Stream Ticker Interface

MEASURE

Dashboards & Reporting

Extensive client-side filter settings, “group by” and Pivot

Custom executive-defined reports populated with live server data

Drag and drop gallery of pre-built drillable components, easy to schedule share and print

Web 2.0+ Listing Page Personalization

Project Managers/Team Executives

Excel as Report WriterComposable Dashboards & Reports

Portfolio Managers

Measure:Executive Dashboard

Measure:Metrics Manager / Financial Manager

Measure:Financial and Non-Financial Metrics

Plan vs. actuals Top-down and bottom-up

budgets Capitalization, expense

and charge backs Measure non-financial

performance indicators: – defects– service levels– trouble tickets– Etc.

Example edit non-resource expenses, monthly project financials page showing tabs for other finance activities

Measure:User-Defined Excel Reports

Measure:One Click PowerPoint Project Summary Reports

Objective 2: Summary Plan

‒ Drive business transformation‒ Assign, track, roll-up project performance‒ Manage IT like a business

Select ‒ Centralize ideation process‒ Capture / filter IT project ideas‒ Enforce consistency

Mobilize‒ Centralize ideation process‒ Enforce consistency‒ Leverage resource utilization and availability heat

map reports

Objective 2: Summary Execute

‒ Increase project visibility ‒ Flexible n-level deep WBS‒ Interactive Gantt chart‒ Two-way MS Project integration‒ Knowledge base: project documents, tools and

templates‒ “Seamless” collaboration / social networking

capability Measure

‒ Executive Dashboard‒ Leverage Metrics Manager and Financial Manager

modules‒ User-Defined Excel Reports‒ PowerPoint Project Summary Reports

Objective 3:Project Life Cycle

Project Life Cycle

Projects can be created in EnterpriseTrack either:

One-step process (Quick Projects) Through a workflow that comprises an evolution of Ideas becoming Projects.

Project Creation Process Instantis is an end-to-end solution. It

supports the project creation process with 3 simple steps, right from the ideation stage through to the project proposal and closing with the project execution.

*IMPORTANT* the 3 steps are not mandatory. e.g. it is possible to create a charter proposal without creating an idea first and in the same way, it is possible create projects without creating project requests. The process is flexible to suit every customers’ needs

Idea management drive innovation throughout your

organization and ensure the best ideas move forward into your

portfolio management process through configurable forms

Idea Form- submit and track all the ideas

Idea Workflow – Review and approval for next step

Idea Listing Page – Organize and prioritize idea

Initiative SpecificAlign Idea / project request to specific initiative: IT, LSS, NPD, etc... Based on the initiative selected the customer will see unique:

– Project Schedule/Roadmap– Terminology– Finances– Confidentiality– Roles– Workflow and approvals– Notifications– Evaluation criteria– User defined fields

Idea Actors

initial point of Contact for the idea submitted by a user of the system The Router is the person who

assigns an owner for the idea. The Owner has the choice to

either accept the idea and promote the idea to proposal status, or reject the idea.

Idea Process

Gather ideas Score ideas Analyse Ideas Align Ideas

Approve/ Reject ideas

Idea – Web Form (1/3)

Benefits Gives everyone in your organization the opportunity to put forward ideas. Non-

licensed users can submit an idea using web Idea Portal (Instantis IDEA Portal which can be hosted as a portlet within Intranet as a suggestion box. It is license free and gives to anyone in your organization access to submit ideas.)

Easily create new ideas through configurable forms Creates consistent ideation process allowing comparing apples with apples. Idea form has workflow and approval built in Allows for documents attachment, evaluation criteria (scoring), and alignment

with anything configured in the Alignment module

Proposal – Charter Request/Project Request

Create Project Request, or approve Idea to Project Request requires more information such as:– Business Case– Financial Estimates– Resource Estimates– Evaluation Criteria (Scoring)– Other Selection Criteria

Proposal Actors

Proposal – Web Form (1/9)

Proposal – Web Form (3/9)g Resource In Proposal Page

Project ExecutionProject managers and leaders can deliver and execute the project on time and on

budget. The Roadmap/Project Schedule work break down structure (WBS) can be

defined entirely by the customer. They can utilize their own phases, activities, tasks, deliverables, milestones, tollgate, etc., that are currently used and utilize at the same time their own terminology.

Defining own templates based on best practices and standards thereby simplifying the process for project managers and ensuring compliance

Project – Web Form (Basics Page)

Project Management– Web Form

Easy To Create, Change, Delete, And View Projects And Project Data

Import/Export Functionality to Different Formats

Objective 4:Module Review

Key Points Oracle Primavera + Instantis

‒ Purpose Built‒ Cloud Enabled‒ Seamless PPM

Focus on IT PPM, NPD and Process Improvement Plan

– Drive business transformation & manage IT like a business

Select – Centralize ideation process; capture / filter IT

project ideas Mobilize

– Leverage resource utilization and availability heat map reports

Cloud and On-Premise optionsSecurable, scalable , highly configurable Innovative user interface and

personalization experience Integrated strategy and Project Portfolio

Management “What-If” scenarios and capacity planningFlexible dashboards and reporting

solutions

Key Features

Key Benefits

Instantis EnterpriseTrack goes beyond IT PPMMultiple initiatives or project portfolio types—such as new product development and

business process improvement—can be supported in a single system.

Standardization and consolidation of PPM governance processes, reporting, and resource

and financial management enterprise wide is now possible

Instantis EnterpriseTrack addresses key CIO driversPersonalizable dashboards and reports put real-time resource and project information at

the finger tips of executives and project stakeholders.

The unique Strategy Manager module in Instantis EnterpriseTrack ensures that projects

are aligned with business priorities and IT strategic initiatives.

Oracle Instantis Product Overview Final

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