Comparing SAP, Oracle, and Microsoft Solutions for Project Management; CLASH OF THE TITANS

S. Hosseini, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran
1
CLASH OF THE TITANS;
Comparing
SAP, Oracle, and Microsoft Solutions
for Project Management
Sasan HOSSEINI, 10th International Project Management Conference
15-16 Feb 2015, Tehran, Iran

2
On the aspect of technical and managerial abilities or even the market share the comparison between
“SAP All-in-One” & “Microsoft Dynamics SL” (for small and medium enterprises) or “SAP-ERP ECC6” &
“Oracle’s PeopleSoft ERP Solutions” (for Large enterprises) is acceptable regarding the fact that all
these products are ERP solutions. On the other hand it is naturally accepted that non-identical systems
cannot be compared. For example it is basically wrong to compare “SAP-ERP ECC6” form SAP AG with
“Primavera Unifier” from Oracle and “Project Professional” from Microsoft since the infrastructures
and application areas are not completely the same.
However, we are not trying to make a company or a product superior or inferior.
The ultimate goal of holding such a seminar is to familiarize the audiences with capabilities and
advantages of different systems in order to cover the project management requirements in project-
Based companies. Thus, in this presentation, different products from these three companies (Oracle,
SAP AG, and Microsoft) are selected deliberately.
It is worth to be mentioned that regarding the aforementioned explanations, some well-known
systems like “Dynamics AX” or “Dynamics SL” from Microsoft and “E-Business Suite ERP Solutions” or
“Oracle Project Portfolio Management Cloud” from Oracle are purposefully ignored unless Microsoft
or Oracle company has not provided another solution/product related to the declared need.
All other selected products for this presentation are of the most well-known ones in the market.
There are also some products from the partner companies which are starred*.

3
Agenda
Definitions
 Project Phases and flow of data, A Big Picture (an EPC LSTK Project)
 Performance Data/Information/Reports; Communication & Stakeholder Engagement
 Which Applications we need to run the project, From Document Control to Financial Accounting
 Project, Program, Portfolio, and Enterprise System definitions (PMS, PMIS, …)
Project Management Requirements AND Solutions Provided by Microsoft, Oracle, and SAP
 Scheduling, Risk Mgmt, Procurement Mgmt, Daily Report, Quality Control, HSE, PM & Financial Accounting, HRM
 Integration, Workflow, Business Process Management, Business Intelligence
 Knowledge Management, Good Practices, Work Collaboration, Meetings Minute
Implementation Considerations
 Implementation Methodologies
 Organizational Change Management
 Other Success Factors

4
Definitions

5
Engineering
• Civil
• Mechanical
• System 1
• System 2
• Electrical
Procurement
• Mechanical
• Package 1
• Package 2
• Electrical
Construction
• Civil
• Area 1
• Area 2
• Electrical
WBS Work Package Activity
Relationship
Resource
Duration
CPM
Work Packages and Critical Path Method

6
Engineering
MTO
WTO
MR
WR
Engineering Procurement Construction
Budget
How
Project Phases and flow of data, A Big Picture (an EPC LSTK Project example)
Disciplines’WorkPlanning&Controlling
CNS: Consuming
DAS: Delivery At Site
DR: Daily Report
FAT: Factory Acceptance Test
I.P. Incoming Payment
INV: Invoice
MAN: Manufacturing
MR: Material Requisition
MTO: Material Take off
O.P. Outgoing Payment
PL: Packing List
PO: Purchase Order
TDR: Tender
WO: Service Order
WP: Work Performance
WR: Service Requisition
WI: Warehousing, Inventory
WTO: Service Take off
Abbreviations

7
Engineering
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
Engineering Procurement
SHIP PL DASFAT
Construction
Budget Release
PO
How
Also, Our Construction workforces
CNS: Consuming
DR: Daily Report
INV: Invoice
MAN: Manufacturing
PL: Packing List
PO: Purchase Order
TDR: Tender
WO: Service Order
Abbreviations

8
Engineering
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
Budget Release
PO
How
CNS: Consuming
DR: Daily Report
INV: Invoice
MAN: Manufacturing
PL: Packing List
PO: Purchase Order
TDR: Tender
WO: Service Order
Abbreviations
INV
WI
DR
CNS
WP
WP

9
Financial
O.P.
WP
WP
WP
BILL I.P.Engineering
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
Budget Release
PO
How
CNS: Consuming
DR: Daily Report
INV: Invoice
MAN: Manufacturing
PL: Packing List
PO: Purchase Order
TDR: Tender
WO: Service Order
Abbreviations
INV
WI
DR
CNS
WP
WP

10
Engineering
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
Procurement
Balance
Construction
Balance
Cash Report
Plan
Commitment
WP
BILL I.P.Budget Release
PO
DR
CNS
How
WP
WP
Project Phases and flow of data, A Big Picture (an EPC LSTK Project), Reporting
Planning&Controlling

11
Direct and Manage Project Work
Work Performance Data
Control Stakeholder Engagement
Control Scope
Validate Scope
Control Schedule
Control Cost Control Risks
Control Quality Control Procurement
Control Communications
Work Performance Information
Monitor and Control Project Work
Work Performance Reports
Manage Project Team
Performance reviews
Performance reviews
Project performance appraisals
Project Communications
Manage Communications
Performance reporting
Develop Project
Management Plan
PMBOK 5th Edition, PMI
PMBOK 5th, Work Performance Data/Information/Reports; Communication, Stakeholder
Updates
P
E
E
EM
M
Deliverables status
Schedule progress
Cost incurred
...
PM Plan
Executing Disciplines:
• Engineering
• Procurement
• Construction
• Quality
• …

12
ENG
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
INV
O.P.
WP
WP
Procurement
Balance
Construction
Balance
Cash Report
Plan
Commitment
WP
PO
DR
C
NS
How
WPA
WPA
Owner, Sponsor, Portfolio Manager, Program Manager, PMO
Sellers
(Vendors/Suppliers & Contractors)
Business Partners
Project Manager
PM Team
Functional Managers
Disciplines
Communications & Stakeholder Management
Stakeholders

13
Engineering
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
WP
PO
DR
CNS
How
WP
WP
Prime Contract & Budgeting
Estimating & Weighting
Procurement & Commitments
Performance Measurement & Billing
, …
Managerial Accounting
Managerial Accounting (some aspects)

14
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
WP
PO
DR
CNS
How
WP
WP
Financial Accounting
Financial Accounting (some aspects)
Engineering

15
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
WP
PO
DR
CNS
How
WP
WP
Procurement
Procurement (some aspects)
Engineering

16
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
WP
PO
DR
CNS
How
WP
WP
Quality Control
Quality Control (some aspects)
Engineering

17
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
WP
PO
DR
CNS
How
WP
WP
Risk
Risk Management (some aspects)
Engineering

18
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
WP
PO
DR
CNS
How
WP
WP
Daily Report
Daily Report, Task Documentation, …
Engineering

19
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
WP
PO
DR
CNS
How
WP
WP
Health, Safety, Environment
Health, Safety, and Environment (HSE) (some aspects)
Engineering

20
MTO
WTO
MR
WR
TDR
TDR
Contract
Contract
WO
MAN
SHIP PL DASFAT
Construction
INV
Financial
WI
O.P.
WP
WP
WP
PO
DR
CNS
How
WP
WP
Document Control
Document Control (some aspects)
Engineering

21
Project HSE
Human Resource
Quality (Control & Assurance)
Scope, Time, Resource  CPM
Risk
Stakeholder, Communication
Enterprise System
Program & Portfolio Management System
CostCenters(IT,HR,…)
OtherProgramworks
Project, Program, Portfolio, and Enterprise System (Schematic)
Procurement
Document Control
Processes AND Integration
Project Warehousing
Daily Report
PM (Managerial) Accounting
Project No. 2
Project HSE
Scope, Time, Resource  CPM
Risk
Stakeholder, Communication
Project Warehousing
Daily Report
PM (Managerial) Accounting
Project No. 1

22
Organizational
Governance
OrganizationalProcesses
OrganizationalProcedures
OrganizationalPolicies
Project Governance
Framework
Structure
Roles
Responsibilities
Accountabilities
CommunicationFramework
AligningProjectGovernance
andOrganizationalGovernance
EffectivenessofProject
ManagerMeasures
ProjectLifeCycleApproach
Policies,Standards,ProceduresDeliverableAcceptanceCriteria
Processes
ChangeControlProcesses
StageGateReviewProcesses
DecisionMakingProcesses
ResolveIssueProcesses
.
ProcessesPaymentSystem
PMISOtherTools
ContractChangeControl
System
OtherTechniques
WorkAuthorizationSystemProcedures
Methodologies
Procedures
Techniques
Rules
Practices
PMS and Governance Framework (The PMBOK 5th Edition)
Processes
Procedures
Project Management System (PMS)

23
ProjectManagementInformationSystem(PMIS)
(Tools,asapartofEnterpriseEnvironmentalFactors)
Information Collection & Distribution System (Outputs)
Scheduling Tool
Records Mgmt System (Procurement. Docs & Records)
WAS: Work Authorization System (IS Part)
CMS: Configuration Mgmt System (IS Part)
Interfaces to other online automated systems
Gathering and Reporting on KPIs system
Archiving Project Documents and correspondence
…
Project Management Information System (PMIS), The PMBOK 5th Edition Definition
&
INFORMATION
SYSTEM
Definition

24
IMS: Information Management System
COST, SCHEDULE Progress, PERFORMANCE
Hard-CopyDocumentMgmt
(MOM,Letter,Report,…)
ElectronicCommunicationMgmt
(Email,Fax,…)
Reporting
System
Consolidate
Reportsfrom
severalsystems
Distribution
Reportsto
Stakeholders
Electronic Project Management Tools
SchedulingWeb
interfaces
PMSoftware
Meeting&Virtual
OfficeSupport
Portal
CollaborativeWork
MgmtTools
Reporting
Template
Spreadsheet&
GraphicalAnalysis
Tools
Information Management System, The PMBOK 5th Edition Definition
IMS: Set of standard tools for the project manager to capture, store, and distribute information to stakeholders

25
P E M
2 Direct and
Manage Project
Work
2 Monitor and
Control Project
Work
3 Close
Procurements
1 Estimate
Activity Resources
1 Control
Schedule
1 Estimate Costs 1 Control Costs
5 Manage
Communication
5 Control
Communication
3 Control
Procurements
4 Control
Procurements
6 Control
Procurements
5 Control
Stakeholder
Engagement
C
1: Project Management Software (:PMIS)
2: Project Management Information System
• Information Collection & Distribution
System (PM Process Outputs)
• Scheduling Tool
• Interfaces to other automated systems
• Gathering and Reporting on KPIs system
• Archiving Project Documents
3: Records Management System (:PMIS)
4: Contract Change Control System (:PMS)
5: Information Management System
6: Payment systems (:PMS)
Note:
PMBOK 5th Edition and Information System
PMIS also includes: (as the EEFs)
• Work Authorization System
• Configuration Management System
Tools

26
DRP
BZI
CPMRSK
FIAHSE HRMQCACPM RSK PRO WRH DRP PMADCM
FIAHSE HRMQCACPM RSK PRO WRH DRP PMADCMINT: Integration (and Interfaces to other online and web based automated systems)
BPM (Business Process Management)
Scheduling
GPR COL MTN EMLKMP
Risk Management
Document Control
Archiving Project Documents
Purchasing, Material Tracking, Logistic
Warehousing
Inventory Control
Daily Report & Task Documentation
Quality Control & Quality Assurance
Health, Safety, Environment
Project Management Accounting
Payment System
Human Resource Management
Payroll
Knowledge Management Tools (IT Based)
Portal
Good Practices
Work Collaboration and Issues
Meeting Minutes
Email
Business Intelligence (Dashboard & KPI)
Business Process Management System
Preliminary definition of ERP, BPMS, Applications

27
Project Management Requirements
AND
Solutions Provided by Microsoft, Oracle, and SAP

28
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
I am talking about this topic (we will focus exclusively on this topic)
These topics are also related to our discussion
In the upcoming slides: for example
DRP
BZI
CPMRSK
FIAHSE HRMQCACPM RSK PRO WRH DRP PMADCM
FIAHSE HRMQCACPM RSK PRO WRH DRP PMADCMINT: Integration (and Interfaces to other online and web based automated systems)
BPM (Business Process Management) GPR COL MTN EMLKMP

29
Microsoft SQL Server™
Analysis Services
SharePoint™ Team
Services
Project
Server
Enable Portfolio Analyzer
Enable project collaboration
Enterprise-enabling
components
PP (Project
Professional)
MSP (Microsoft
Project Standard)
Project
Server
MSP (Microsoft
Project Standard)
Server Client
Microsoft Project Server, Microsoft Project Professional, Microsoft Project Standard (MSP)
Only in Project Professional (Some)
Enterprise Custom Field
Build Team from Enterprise
Generic Resources
Resource Center
Summary resource assignments
Project versions
Portfolio Analyzer and Modeler
API for solution builder access
Features in both, different ways (Some)
Security
Base Calendar
Resource Pool
Inactive Resources
Project Version
Microsoft Project Web Access
Timesheet Center
Status Report
Project views
Document
Issue
IN THIS PRESENTATION
MSP: Microsoft Project Standard
MP = Project Server
PP = Project Professional

30
P6 EPPM Administration
Project Template (~Methodology Management)
Graphs, Charts, Pivot tables, Dashboards
Better Risk Management functions
Better Resource Management functions
Big Focus on Portfolio Management
Timesheet Approval
Client Server
Web
P6 PPM
P6 PPM
P6 EPPM
Administration
PPM: Oracle Primavera Portfolio Management: Clarify key strategic objectives, Propose initiatives, Review
portfolio performance, .... AND, Potential Projects, Priorities, Initiatives  P6 OR Project Server
Primavera P6 Analytics
Primavera P6 Analytics : Oracle Business Intelligence platform + P6 EPPM
ORACLE P6 PPM, P6 EPPM, PPM, P6 Analytics
IN THIS PRESENTATION
P6 = P6 EPPM ALSO, IN THIS PRESENTATION
SAP = SAP-ERP ECC6
P6 PPM: Oracle Primavera P6 Professional Project
Management
P6 EPPM: Oracle Primavera P6 Enterprise Project
Portfolio Management
Also, I do recommend you to have a look at
Oracle Web site, "Oracle Project Portfolio
Management Cloud“;
https://cloud.oracle.com/project-management

31ORACLE Primavera Unifier VS. Contract Management
Define Business Processes (Workflow+Form) Portfolio Management and Multiple Scenarios
Ability to Modify User Interface Manage forecasts, Spending guidance
Program level hierarchy Scheduling Management
Define Folder Resource Management
Integration with other systems (WSDL) Configurable Cost Management
Work Flow for Project initiation Advanced Cashflow Management
Workflow for Cost Controls Advanced Earned Value Management
Integrated with Cost Business Processes Funding Management
Available In SaaS Considering Risk And Issues Costs
Manage Gates Facilities (Assets and Maintenance) Management
Computable Cost Worksheet Real Estate Management
Import Schedule From P6 (and MSP) Define Group/Partner and Users
Reports (Do not require BI Publisher) End-User Usage Reports
Program Level Reporting Company Workspace (User/Vendor setup)
Personal Tasks, Message, Drafts Mobile Access
Customizable Alerts Control Access to Tasks level
Inbound for emails Role Based Security
Unifier = Contract Management + BPM + Scheduling + Resource Management + Cash flow + …
You may design/modify using Unifier Udesigner, Business Process Templates; Some:
Correspondence, Notice, NCN, Punch List, Safety, Daily Report, CM, …
Unifier and Contract Management (CM) Common Modules, Some:
Cost Worksheet, Contract, PR/Invoice, RFI, Documents (Drawing & Submittal), …
CapitalProject&ProgramManagement(CPPM)packages
▪PrimaveraUnifierCapitalPlanning
▪PrimaveraUnifierProjectDeliveryManagement
▪PrimaveraUnifierCostControls

32CPM: Scheduling, Main Elements
PS: Human, Machinery, Service, Cost
P6: Labor, Non-Labor, Expense
MSP: Work, Material, Cost
PS & P6 & MSP: WBS
PS: Network Header
P6: Summary Bar
MSP: Summary Task
PS & P6 & MSP: Milestone
PS: Network Activity
P6: Activity, MSP: Task
PS: Activity Element
P6: Step
PS: Material Component
P6 & MSP: Material
PS: Human, MSP: Work
SAP, PS Oracle, P6 Microsoft, MSP
PS: Documents
P6: Documents & WP
MP: Documents
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Note: It is worth mentioning that you can also use the Oracle Unifier for Scheduling and Resource Management
Expenses

33
SAP
PS
Oracle
P6
Microsoft
PP
Organizing Main Elements:  EPS, OBS, RBS  (Also Sub Projects)
Resource Leveling:   
Role Based Scheduling:  (Generic Resource)   (HR, Workforce Pln.)
Organizing the Works:  (Meta-Data)  (Activity Code) X
Scheduling Scenarios: Bottom Up Bottom Up Top Down/Bottom Up
Scheduling Methods: Manual & Automatic Automatic Manual & Automatic
Type, Duration, % Type: 4, 3, 2 (Custom) 6, 4, 3 12 Methods/Custom
Multiple Relationships: X  X
Milestone Relationships:   X (Similar Steps in P6)
EV Technique:   (& Good ETC Calc.) 
Issue & Thresholds & Risks   (Automatic) X
Graph & S-Curve & Layout:   X (Reports & BI)
Calendars and Constraints:  (& Recurring Tasks)  (Activity worktime) 
User Defined Fields:  (& Formula)  (But Global Change) 
Mass Changes: X (But Macro)  (Global Change) X (ABAP)
Work Path:   X
Security: Permission Modes Profiles + OBS ACL + Authorization
CPM: Scheduling, Features (Some)
CPM PP: Project Professional
P6: P6 EPPM
PS: Project System

34
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
RSK: Risk Management
SAP, X  Use Inspire+P6+Analytics!
Oracle, Risk Analysis
Microsoft, Macro, @Risk*
Risk Management Plan
Pro Docs, D & C Estimates
Risk Register
11.
1
11
.2
QM & HRM Plans
11
.3
Cost Mgmt Plan
Schedule Mgmt Plan
Scope Baseline
11
.4
11
.5
11
.6
Work Performance Reports
Work Performance Data
Risk Analysis
Risk Analysis
Risk Analysis
Risk Analysis
Microsoft Risk Management & Analytics : For financial services industry
Risk Analysis
Quantitative risk analysis
and modeling techniques
Risk probability and
impact assessment
Variance and trend analysis,
Reserve analysis
P6 – Risk (Weak)
Have a look:
https://msdn.microsoft.com/en-us/library/cc749987.aspx
Note: SAP Risk Management Solution: For Business, Not Project CPM
Uncertainty
Duration
Resource
Cost
Relationship
MP - Issues & Risks

35
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
DCM: Document Control
Project (EPC Main Phases)
Engineering
Procurement
Construction
Requisition
Material
Equipment
Machinery
Service
How

36
Engineering
Conceptual
Basic Design
Detailed Eng.
Vendor’s
Documents
Review
Shop
Drawings
As Built
Procurement
36
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
DCM: Document Control, Engineering
Construction

37
Detailed Engineering
Mechanical Electrical
Shop Dwgs
Procurement
I & CCivil
37
IDC: Internal Discipline Check (and Workflow)
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI

38
Mechanical
System 1
Package 1
Procurement
Civil
Electrical
I & C
Package 2
System 2
Package 3
Package 4
Activity / Task (Atomic Object)
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
e.g. Document No.7

39
FIA
HSE
HRM
PMA
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Mechanical – System 1 – Package 1 – Document No.7
Design
IDC
1st Internal
Approval
1st Issue
1st Plot
Applying
Comments
2nd IDC
2nd Plot
2nd Internal
Approval
39
Resource & Timesheet / Event
QCA
CPM
RSK
PRO
WRH
DRP
DCM
CLIENT
Needs Resources
Event

40
Document Relationships
Construction
Document 15
(I & C)
CLIENT
Procurement
Document 2
(Civil)
Document 6
(Mechanical)
Send/Receive
Date? Transmittal?
Document No. 7
…
….
……
….
…..
..
….
……
…..
40
Internal Discipline Check (and Workflow)
Resource & Timesheet / Event
Relationships & CPM
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Predecessors
Successor
Scheduling Level III

41
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
SAP
Oracle
MicrosoftActivity
Relationship
Duration
Resource
CPM
Discipline Employee
Mech Sasan 10H (10 hours) 0H 15H 0H
Mech Bijan 40H 0H 20H 0H
Civil Jan 0H 10H 0H 8H
Electrical James 0H 8H 0H 8H
Design
1st Int. Approval
Applying Comments
2nd Int. Approval
(Event) Workflow & Versioning
Transmittal & Record Communication, …
PS
P6
MP
SAP HR Timesheet, PS CATS
Oracle P6 Timesheet
(Team play & Progress Reporter - old)
MP Timesheet Center
SAP DMS
Oracle Unifier
OR CM
SharePoint
DCM: Document Control, Engineering Management!

42
P6 OR Unifier
Activity & CPM
P6 (Timesheet) OR
Unifier (Timesheet
business process)
H. Resource
Unifier OR Contract Management OR OBPM
Workflow & Event
42
Oracle Solution for Document Management
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Oracle

43SAP Solution for Document Management
PS Module (Project System)
Activity & CPM
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
SAP
DMS Module (Document Management System)
Workflow & Event
Timesheet
PS CATS, OR
HR Module
H. Resource

44
Timesheet Center
H. Resource
Microsoft Solution for Document Management
MP / PP
Task & CPM
SharePoint
Event, Workflow? 
We will talk about this later as we discuss the Integration
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Microsoft
Also, MP+ Dynamics SL/AX +
SharePoint

45
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PRO: Procurement (Material), Material Management, Logistic (Some Steps)
SAP
Oracle
Microsoft
Material
Requisition
Start Trigger:
Project Scheduling
Or Manual
Tender
Bid
Evaluation
Contract Manufactur Shipment
Delivery At
Site
MM
Purchase
Requisition
Exist + PS
MM
PU
RFQ
MM
PU
RFQ
MM
PU
Contract
LE
Delivery
Inbound
Outbound
LE
Shipment
MM
IM
GR
P6 
Unifier 
CM (Pro.)
Unifier (PDM)
CM (PO)
Unifier (PDM)
X
U Can Simulate
in CM/Unifier
CM (MM)
Unifier (PDM)
CM (Pro.)
Unifier (PDM)
MP  X
Dynamics
SL, AX, NAV
Develop
SharePoint
SharePoint Based Solutions: eProcure OptimusBT*
HSO* is a graphical planning and scheduling tools integrated with the Microsoft Dynamics AX
Notes:
X
Dynamics
SL, AX, NAV
Or Develop
SharePoint
X
Dynamics SL
SL, AX, NAV
Or Develop
SharePoint
X
Dynamics
SL, AX, NAV
Or Develop
SharePoint
X
Dynamics
SL, AX, NAV
or Develop
SharePoint
X
Dynamics
SL, AX, NAV
Or Develop
SharePoint
X
U Can Simulate
in CM/Unifier

46Construction Project Management
Engineering
Work
Order
MATERIAL
Delivery at Site
Warehouse
Consume
How
Planning When Daily
Report
Payment to Vendor
Warehouse, Inventory Accounting
Asset Management
Project Mgmt
Accounting + FA
Quality
QualitySafetyHRScope Validate
Construction
Project
ManagementWork
ClarificationChecklist
Inter
nal

47
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
WHR: Warehousing and Inventory Control (Some Steps)
SAP
Oracle
Microsoft
DAT Receipt
Inventory
Control
Manifest
Between
Warehouses
Issue Consume
Inventory
Accounting
MM
IM
Good Receipt
CM (MM)
Unifier (PDM)
X
Dynamics AX
Dynamics SL
MM
IM
Good Receipt
X
Oracle ERPs
X
Dynamics AX
Dynamics SL
MM
IM
Good Transfer
X
Oracle ERPs
X
Dynamics AX
Dynamics SL
MM
IM
Good Issue
X
Oracle ERPs
X
Dynamics AX
Dynamics SL
FI
Asset
(+ FI BAC INV)
X
Oracle ERPs
X
Dynamics AX
MM
IM
(+ LE WM)
PS +
and MM
SES
P6 EPPM
Unifier (PDM)
MP
Dynamics SL
X
Dynamics AX
Dynamics SL
Note: Primavera Unifier can create an inventory of all assets. But, this function is a part of the Preventive Maintenance Module
Warehousing is a complex domain. It is really hard to develop a solution for inventory management based on SharePoint
Microsoft Office Accounting: One of the best systems available for accounting! But, for small businesses!
X
Oracle ERPs
And Material
Requisition (Bulk)

48
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
DRP: Daily Report, Task Documentation (Some Events)
Start, Finish
Remaining
Duration, %
Scope
Validate
Attach
Documents
Steps HR
Clarification
& Checklist
PS
LinchPin*
P6 Team Member
CM (DR)
Unifier
MP
Sensie Products*
P.Server Mobile*
PS GOS
LinchPin*
PS
LinchPin*
PS CATS
HR Module
DMS
PS GOS
LinchPin*
Portal
QM
P6 Team Member
CM (NCN)
Unifier (& Gates)
P6 Team Member
CM
Unifier
P6 Team Member CM (DR)
Unifier
CM (RFI & PL)
Unifier
MP
Sensei Products*
X MP
Sensei Products*
P.Server Mobile*
MP
Sensei Products*
P.Server Mobile*
MP
Sensie Products*
SAP
Oracle
Microsoft

49
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
QCA: Quality Control, Quality Assurance; Health, Safety, and Environment Management
SAP, QM Module
Oracle, CM (PL), Unifier (Templates) & Record Results  Previous Slide (Daily Report)
Microsoft, Record Results  Previous Slide (Daily Report)
Quality Assurance, Tools & Techniques:
• Process analysis  BPM slides
• Quality audits  e.g. IMS: ISO 9001:2008 + HSEMS (OGP)
Quality Control:
• Approved change
requests review
• Inspection
• Seven basic quality
tools
• Statistical sampling
Quality Control:
SAP, EHS Module
Oracle, CM (Safety Module),
Unifier (Safety Template)
Microsoft, X
HSE: (Construction Extension to PMBOK)

50
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PMA: Project Management Accounting
Project
Financial
HR &
Payroll
PLAN
• Revenue, Budget, Found, Billing, Change, …
• Commitment (Internal, External)
• Budgeted Units/Works/Labor/Costs, Forecast, …
WBS
Cost Account
Actual (Work, Unit, Hours, Cost, …)
Performance
Issued Bills, Received Invoices
Incoming Payments
Outgoing Payments
Cost Centers
Cost Elements
Bills
Payroll
Cash Flow, Earned Value Technique, …
Account Receivable
Account Payable
Bank
Asset Accounting
General Ledger
Found Management
Warehouse Accounting, …

51
MP
P6, Unifier
PS
Cost Planning, Budget Planning , reports that involves Cost Elements
• SAP – Co , Microsoft Dynamics SL/AX, MP (Interface), Oracle – Unifier &
Contract Management (Cost Worksheet), P6 (Interface to FA)
Workforce Planning, an integration to register personnel and Payroll
• SAP – HRM & PS, Microsoft Dynamics AX, Oracle ERPs
Planning revenue, creating Billing Plans and attracting money
• SAP – SD, Microsoft Dynamics SL/AX, MP (Time Based)
• Unifier (Time & Contract Based), P6 (Time Based)
• Contract Management (Contract Based)
WBS and Activity rely on actual expenditure to manage Accounts
• SAP – FI , Microsoft Dynamics SL/AX, MP (Interface)
• Oracle – Unifier (Interface to FA) & P6 (Interface to FA) , ERPs
Contract, Purchase Requisitions, Purchase Orders, and Material Control
• SAP – MM , Microsoft Dynamics SL/AX
• Oracle – Unifier (PDM) & Contract Management
Quality, day to day confirmation
• SAP – QM
• Oracle – Contract Management (NCN+PL) & Unifier (Template)
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Dynamics SL is designed to be used in small- and medium-sized enterprises. Also, it is designed specifically for project-driven
organizations operating in North America.
PMA: Project Management Accounting

52
Initiator
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .1. Add Doc
- Choose WF OR
- Automatically
2. Add Task
3. Check Task
(Browser or Email)
4. Review
documents
5. Approve
OR Reject
Microsoft SharePoint Foundation
SharePoint Sites
Human Workflow
Microsoft
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
INT: Integration and Workflow, Human Workflow
SharePoint as a core: Team collaboration, Portal, Integration, BI, Content Management
WorkFlow:AutomationofBP,whichDoc,Info.,ortaskare
passesfromoneparticipatetoanotherforactionaccording
toasetofproceduralrules

53
Initiator
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .1. Add Doc
- Choose WF OR
- Automatically
2. Add Task
3. Check Task
(Browser or Email)
4. Review
documents
5. Approve
OR Reject
SharePoint Designer (Rule-based Approach)
• Parallel OR Sequentially?
• Change a particular WF
• Adding another Person
+ Visual Studio
SharePoint Sites
Human Workflow
Ascentn*
Nintex*
Microsoft
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI

54
Initiator
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .1. Add Doc
- Choose WF OR
- Automatically
2. Add Task
3. Check Task
(Browser or Email)
4. Review
documents
5. Approve
OR Reject
Interact with WF directly from Office apps Define Forms Using InfoPath
Customizable pre-defined WFs Search Capabilities, …
Microsoft SharePoint Server (Separately Licensed)
Visual Studio
SharePoint Sites
Human Workflow
Microsoft
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI

55
Initiator
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .1. Add Doc
- Choose WF OR
- Automatically
2. Add Task
3. Check Task
(Browser or Email)
4. Review
documents
5. Approve
OR Reject
Visual Studio
SharePoint Sites
Human Workflow
SAP Business workplace
SAP ABAP, J2EE
SAP Object
(e.g. Docs in DMS)
SAP workflow
SAP
Microsoft
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI

56
Initiator
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .1. Add Doc
- Choose WF OR
- Automatically
2. Add Task
3. Check Task
(Browser or Email)
4. Review
documents
5. Approve
OR Reject
Visual Studio
SharePoint Sites
Human Workflow
Oracle
Microsoft
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Unifier UDesigner, OBPM
J2EE, WSDL

57
Adapters
Initiator
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .
4. Add Doc
- Choose WF OR
- Automatically
5. Add Task
6. Check Task
(Browser or Email)
7. Review
documents
8. Approve
OR Reject
Sites
System and Human Workflow
Visual Studio-hosted tools AND
Orchestration Designer for BA
BizTalk ServerOrchestration
Planning
Application
Procurement
Application
1. Material
Requisition
2. Request
PO
3. Return
PO
PNMsoft*
RuleBurst*
OR
4. Add Doc
Windows Workflow Foundation (for software developers), support for Business Process Execution Language (BPEL)
Visio
BPMN Human Workflow
SystemWorkflow
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Microsoft
INT: Integration and Workflow, System Workflow

58
Adapters
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .5. Add Task
6. Check Task
(Browser or Email)
7. Review
documents
8. Approve
OR Reject
Sites
Planning
Application
Procurement
Application
1. Material
Requisition
2. Request
PO
3. Return
PO
BizTalk Server BRE
If … Then ….
If … Then ….
If … Then ….
OR
4. Add Doc
Visio
BPMN Human Workflow
SystemWorkflow
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Microsoft

59
Adapters
Initiator
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .
4. Add Doc
- Choose WF OR
- Automatically
5. Add Task
6. Check Task
(Browser or Email)
7. Review
documents
8. Approve
OR Reject
Sites
Planning
Application
Procurement
Application
1. Material
Requisition
2. Request
PO
3. Return
PO
BizTalk Server BRE
If … Then ….
If … Then ….
If … Then ….
4. Add Doc
Visio
BPMN Human Workflow
SystemWorkflow
SAP Net Weaver, PI
SAP Workflow, Solution Manager
SAP
Modules
e.g. PS & MM
Solution Manager, SAP Workflow, ARIS (IDS Scheer) Software AG: SAP Partner*
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
SAP
Microsoft

60
Adapters
Initiator
Participants
Document
Library
Workflow
Task List
. . . . . .
. . . . . .
. . . . . .
4. Add Doc
- Choose WF OR
- Automatically
5. Add Task
6. Check Task
(Browser or Email)
7. Review
documents
8. Approve
OR Reject
Sites
Planning
Application
Procurement
Application
1. Material
Requisition
2. Request
PO
3. Return
PO
PNMsoft
RuleBurst
BizTalk Server BRE
If … Then ….
If … Then ….
If … Then ….
OR
4. Add Doc
Visio
BPMN Human Workflow
SystemWorkflow
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Gateway for P6 EPPM
XML Web Services for Unifier
Oracle
Microsoft
Primavera
Products + …
Unifier UDesigner
Unifier (Business Process)

61
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Oracle
P6
SAP Process
Integration (PI)
Oracle Gateway
(Inspire)
SAP
PS
Oracle
Microsoft
SAP
Standard Files (e.g. CSV)
Software, Enhancement
Database (Triggers), SDK
XML Web Services, GW, API, …
Example
INT: Integration – Between SAP, Oracle, Microsoft solutions! Why not?!

62
OCM Develop Structure Develop Processes Develop System
Business Architecture [Bridge Between]
• Enterprise strategy
• Business functionality of the enterprise
 Business Architect
CPM
RSK
PRO
WRH
DCM
MTN
EML
BPM: Business Process Management – OD, BA, BSA, BS, and SA!
FIA
HSE
HRM
QCA
DRP
PMA
GPR
COL
KMP
INT
BPM
BZI BA: Business Analyst SA: System Analyst
BSA: Business System Analyst
System Requirements
User Requirements
Technical Specifications
Understanding Business Needs,
Problems, and
Gathering Business Requirements
Organization Development (includes but not limited to)
Zachman, OMG, TOGAF, ...BIZBOK
BABOK
BPM CBOK
IS Architecture
Application Architecture
Technology Architecture
COBIT
ITIL
ODBOKS!
SOA
Wewilltalkaboutthistopiclater!

63
Process 1
BPM: Business Process Management – Process, BPM, BPMN, BPMS
Process 2
Activity 1 Activity 2
Output
 Input
Input
Value
- Value Chain
- Repeatable
S E
Goal
- Agile
Limit
Resource 1 Resource 2 Resource 3
Responsible
- Measurable
- Improvement
- Iterative
Tools TechniquesTrigger
Role 1
Role 2
DesignDesign
ModelingModeling
ExecutionExecutionMonitoringMonitoring
OptimizationOptimization
BPM Life-Cycle
BPM is a Methodology: Facilitates, Formalizing and Improving the Processes
BPMN is a Method: Illustrating BP in the form of a diagram similar to a flowchart
BPMS: is a Technology: Enforces Process, Provides Visibility and Metric

64
CPM
RSK
PRO
WRH
DCM
MTN
EML
BPM: Business Process Management – Value chain, Processes, Application, Infrastructure
FIA
HSE
HRM
QCA
DRP
PMA
GPR
COL
KMP
INT
BPM
BZI
Michael Porter's Value Chain
Business process and applications fit together in a value chain
R. D. Buchanan & R. M. Soley, ALIGNING ENTERPRISE ARCHITECTURE AND IT INVESTMENTS WITH CORPORATE GOALS
Alignment
Strategy
Value Chain
Process Group
Process
Activity
Vision Mission
Value
Goal
Task
Alignment

65BPM: Business Process Management – Description & Notation
Department OR Process?! BP-Re-Design
BP-Re-engineering
IP-Re-engineering
Workflow
Ad-Hoc OR Groupware
Administrative
Production
SAP, Solution Manager & Visual Composer*
Oracle, Unifier (Business Processes) , OBPM
Microsoft, SharePoint Visio + BPM-X*
TO-BE

AS-IS

66
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
BZI: Business Intelligence, Dashboard, KPI (Key Performance Indicator), Decision Making
Invoice
MaterialVendor
Purchase Order
Project
Inventory
SAP, Business Intelligence
Oracle, Business Intelligence (and P6
Analytics, Earned Value Management
Microsoft, Business Intelligence (and SQL SRS) KPI Characteristics
Non-Financial
Timely
CEO focus
Simple
Team based
Significant impact
Limited dark side
D. Parmenter 2010
Dashboard .
Historical trends of an
Performance Indicator
Graphical  Current Status
Strategic
Analytical
Operational
Informational
An important Part of BPM
Dashboards <> Scoreboards
Facilitates Decision Making
Processes as a chain
Book: H. Kerzner, Project Management Metrics, KPIs, and Dashboards, 2011

67
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
KPM: Knowledge Management, Portal, Best Practices
SAP, Portal
Oracle, Social Relationship Management!,
PPM Cloud Facilities, P6: Issue, Unifier, …
Microsoft, SharePoint!, PP: To-do, Issue, Risk, Team Task, …
The Knowledge Spiral, Nonaka & Takeuchi
SAP, Best Practices
Oracle, Unifier: 18 Cost Control Processes+19 Project
Delivery Management Processes + Manifold Templates
Oracle, P6: Project Template (~Methodology Manager)
Microsoft, PP Link To Solution Builder, Project Template
Also known as “Successfully Demonstrated”
APQC definition:
Solutions and approaches that achieve our objectives
Alignment
Category
Process Group
Process
Activity
APCQ Process Classification Framework
Best Practices
Knowledge

68
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
COL: Work Collaboration, Issue Management, Alert, Email Collaboration
Oracle
P6: Issue; Team Member (Discussion), …
Unifier: Groups (Shell); Personal Tasks, Messages, Drafts (Collaboration); Mailbox (External); …
Note: Unifier Mail & Alerts: Administrative & Production Workflow
Contract Management (CM): Inbox; Mail & Corresponding; …
Note: Action & Alerts: Administrative Workflow
Ad hoc
Or
Groupware
Organization’s Workflows
Note: BizTalk 360 is a Work Collaboration Software from Kovai. NOT associated to Microsoft
SAP: Business Workplace, Other Tools (Email, SMS, …), …
Microsoft: PP (All SharePoint Capabilities), EPM Live*, …
Microsoft Gold Partner, Really Innovative solution for
work collaboration and Agile Project Management

69
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
MTN: Meeting Minutes, PMBOK 5th Edition
Direct and
Manage Project
Work
Monitor and Control
Project Work
Perform ICC
Close
Project or
Phase
Collect Requirements (& Focus Group)
Plan Scope Management
Plan Schedule Management
Plan Cost Management
Plan Quality Management
Plan Human Resource Management
Plan Communications Management Control Communications
Plan Risk Management Control Risks
Plan Procurement Management
Identify
Stakeholders
Plan Stakeholder Management Control Stakeholder
Engagement
P E M CI
& Virtual teams
& Bidder conference
SAP, X
Oracle, Contract Management (Meeting Minutes)
Unifier (Template)
Microsoft, SharePoint Capabilities

70
Implementation
Consideration

71
Diagnostic
• High Level Requirements
• Architecture Assessment
Analysis
• Gap Analysis
• Determine Needed Customizations
Design
• Functional Design Documentation
• Technical Design Documentation
Development
• Develop features/Integration
• Quality & Testing Scenarios
• Training Documents
Deployment
• End User Training
• Prepare production environment
Operation
• System Go-Live
• Post-Production Support
Microsoft
Sure Step
Bid Transition  S
Scope Management S-E&C-C
Financial Management  …
Work Management
Risk Management
Issue & Project Problem Mgmt
Staff Management
Communication Management
Quality Management
Configuration Management
Infrastructure Management
Procurement Management
OCM
Oracle
OUM
Project Preparation
• PM, OCM, Training, Data Management
• BPM, Technical & Integrated solution
Business Blueprint
Realization
Final Preparation
• PM, OCM, Train, Production Readiness
• Integrated Solution, Cutover
Go Live Support
• PM,OCM, Training
• Production Support and Transfer
Run
• PM, OCM, Governance Model, Support
• Application Mgmt, BPM, Custom Code
• Technical Management, Training
SAP
ASAP
Implementation Methodology

72SWX and Manage Changes in Organization
Managing Changes in Organization: A Practice Guide, PMI, 2013
Software Extension
to PMBOK (SWX)
PMBOK
Program
Management
Portfolio
Management
Organization
Development
&
HRM
PMBOK Example for Predictive LC
Requirements  Feasibility  Planning  Design  Construct  Test  Turnover
SWX Example for Software Development Predictive LC
Analyze  Architect  Design  Construct Integrate  Test

73Organizational Change Management (OCM)
ChangeinOrganization
ChangeinPeople
Active Trust! OCM is not
training, team
development or
team building
Change in the
basics of beliefs,
attitudes and
relevance of
values
Processes
Tools People

74
Initiating Planning Executing Process
Monitoring &
Controlling
Closing
ProjectManagement
Integration
Management
Develop Project
Charter
Develop Project
Management Plan
Direct and Manage
Project Work
Monitor and Control
Project Work
Close Project or
Phase
Scope
Management
Collect Requirements
Define Scope
Create WBS
Verify Scope
HR Management
Plan Human Resource
Management
Acquire Team
Develop Team
Manage Team
Communication
Management
Plan Communications
Management
Manage
Communications
Control Communications
Stakeholder
Management
Identify
Stakeholders
Plan Stakeholder
Management
Manage Stakeholder
Engagement
Control Stakeholder
Engagement
ProgramManagement
Program
Stakeholder
Management
Plan Stakeholder
Management
Identify Program
Stakeholders
Engage Program
Stakeholders
Manage Program
Stakeholder
Expectations
Program
Governance
Plan and Establish Program
Governance Structure
Approval Component
Initiation
Provide Governance
Oversight
Manage Program
Benefits
Monitor and Control
Program Changes
Approval
Component
Transition
Add an Area! Initiating Planning Executing Process
Monitoring &
Controlling
Closing
Organizational
Change
Management
OCM Planning OCM Execution OCM Control OCM
Administration &
Report
OR
Organizational Change Management (OCM)
Basedon:J.Saliunas&B.A.Hamilton,UsingYourPMOtoDrive
SuccessfulOrganizationalChangeManagement,PMI,2012

75Critical Factors of Successful Implementation of a Solution
 Organizational Change Management
 Requirements (Gathering and Documentation)
 Management Support
 Consultants (Enterprise Architects, Business Analysts, PMC, OCM, IT, Audit, …)
 Focus on Functionality, NOT Technology
 Right Solution
 Right Implementation Model and Methodology
 Project management and Realistic scheduling
 Quality Control
 Human Resource Management
 Best Practices (if available)
 Eligible Contractor
 End-User Support
 …

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Sasan HOSSEINI, CLASH OF THE TITANS; Comparing SAP, Oracle, and Microsoft Solutions for Project
Management, 10th International Project Management Conference, 15-16 Feb 2015, Tehran, Iran

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