Implementation review eppm p6 8.2 at a major utility - Oracle Primavera P6 Collaborate 14
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This document provides a summary of an implementation review of project and portfolio management tools at Pepco Holdings, Inc., a major utility company. The implementation involved transitioning to Oracle's Primavera P6 software for project scheduling and Oracle's OPPM software for project management. Key aspects of the implementation included aligning departments around a single project data repository, improving transparency around resource needs and accountability, and establishing processes for project initiation, scope changes, and reporting. The implementation methodology involved four phases - strategic alignment, design, configuration, and implementation. Lessons learned included ensuring senior management support, stakeholder involvement, and addressing change management with users.
Implementation review eppm p6 8.2 at a major utility - Oracle Primavera P6 Collaborate 14
- 1. REMINDER Check in on the COLLABORATE mobile app Implementation Review: EPPM P6 8.x at a Major Utility Prepared by: Bill Hyde Director SUB3 Management, Inc. Aligning OPPM and SAP Interface Session ID#: 15473
- 2. This is a divider slide title that can be two lines Implementation Review: Pepco Holding, Inc.
- 3. Pepco Holding, Inc. ■ Service Area ▪ Delaware ▪ District of District of Columbia ▪ Maryland and ▪ New Jersey ■ Provides regulated electric service ▪ Atlantic City Electric ▪ Delmarva Power ▪ Pepco ■ Provides Natural Gas Service ■ Provides Energy Efficiency & Renewable Solutions
- 4. Pepco Holding, Inc. Fun Facts ■ Incorporated: 2002 ■ Service Territory: ▪ 8,340 sq miles / 13,421.9 km ▪ Customers: 2M ▪ Substations: 530+ ▪ Transmission Lines: — 3,500 miles / 5,632.7 km ▪ Distribution Lines: — 30,000 miles /48,280.3 km ■ Diverse geographic area
- 5. Project Vision ■ Departments within the organization working in concert with one another utilizing centralized and linked databases to track comprehensive aspects of the capital projects throughout their lifecycle.
- 6. Future State Current State / Challenges One Project data repository (Only one version of the truth) • Department & Individual repositories • Excel for Everything! Transparency What is the true resource need? Who is accountable? • SeEng and Enforcing expectaFons of the responsible engineer • Using the tool conFnuously & consistently Capital Budget Steering CommiJee • Eliminate best ‘PowerPoint’ wins • Ensure proper representaFon • Eliminates 5 year Excel spreadsheet Projects entered into PPM @ concepFon with prioriFzaFon criteria • Provides rich data on upcoming projects • CollaboraFon between planning & engineering • EliminaFng individual data repositories Project PorRolio analyzed monthly (actual & forecast spend), target financials from 10K report, and prioriFzaFon cost/value analysis • Paradigm Shirt • Living to the Target Plan Future State vs. Current State
- 7. Future State Current State / Challenges Fully loaded schedules exist for all project the Project PorRolio • Implement WBS consistently • Work with responsible engineer throughout organizaFon Update schedules consistently and regularly to drive monthly forecast • SeEng and Enforcing expectaFons of the responsible engineer Scope Changes: Must be approved by sponsor & routed via the Capital Budget Steering CommiJee prior to any changes • EliminaFng individual/small group decision making • Eliminate Monday Morning Quarterbacking Annual budget prepared from project porRolio which is acFvely managed to financial targets • Shi_ing the paradigm • AccepFng there is a beJer way Future State vs. Current State (cont’d)
- 8. Previous State: Project Management Lifecycle
- 9. Determine the Solution ■ Various Departments ▪ Identify areas of Improvements ▪ Work with ‘bundling’ individuals solutions for the ‘greater good’ ■ Utilize Existing IT systems ■ Process Impacts ▪ Cross functional mapping ▪ Data collection ■ Analysis of possible solutions ▪ Vendor presentations ▪ Hands on exercises with vendors ▪ References
- 11. Implementation State: Project Management Lifecycle
- 12. Reasons for Implementation State Solutions ■ P6 was already being used for schedules (versus SAP, MSP) ■ P6 was already was integrated with SAP ■ OPPM configuration ▪ Build to business requirements ▪ Adjust & made improvements on the fly ▪ Future enhancements ■ OPPM parallel workflows ▪ Align workflow to requirements ▪ Minimize time projects spent within a process ■ PPM -> P6 Bridge exists and configurable
- 13. Integrated Solution ■ Four Phase Implementation Methodology ▪ Strategic Alignment ▪ Design ▪ Configure ▪ Implement ■ Strategic Alignment ▪ Align Proposal to true business need ▪ Received approval of modified approach ■ Design ▪ Project Definition to match SAP ▪ Enhanced Work Breakdown Structure ▪ Enhanced SAP->P6 Interface Design
- 14. Integrated Solution ■ Configure ▪ Phase 1 — Initiate Project — Retrofitted In Flight Projects — Tested Revised SAP->P6 Interface — Configured flexible solution to allow for easy enhancements ▪ Phase 2 — Populated System — Analytics / Reporting ■ Implement ▪ JIT Training Workshops ▪ Rolling wave of projects ▪ Lesson Learned
- 15. OPPM – Modules Implemented ■ Processes ■ Workflows ■ Investor Module ■ Scorecard Module ■ Forms Module
- 16. OPPM System Processes ■ Project Initiation*(5) ■ Scope Change (1) ■ PM Coordination (4) ■ Standard Reporting (1) ■ Instructions, shortcuts and references provided within each process ■ * Tied to P6 EPPM 11 Processes +
- 17. OPPM Workflows ■ Project Initiation (21) ■ Scope Change (13) ■ Instructions, shortcuts and references provided within each workflow ■ Provides individuals with their ‘to-do’ list 34 Workflows +
- 18. OPPM Investor Module ■ Multi-dimensional view of project data ■ Investor Maps for financial data (3) ■ Color Coding to distinguish different aspects of the project The Capital Program
- 19. OPPM Scorecard Module ■ 40+ Scorecards ▪ Capital Program — 5 Year Capital Plan — 1 Year Capital Plan ▪ PJM Interconnection LLC (PJM) Reports — Regional Transmission Organization in the United States ▪ Reliability Enhancement Plan ▪ Manage Portfolio Data Dynamically — New Project Requests — Project Scope Change Status — Project Teams
- 20. OPPM Forms ■ 25+ Forms ■ Forms has several tabs (1 to 7) ■ Forms include: ▪ Admin ▪ Scope changes ▪ Project Initiation ▪ Project Prioritization ▪ Project Review ▪ Work Coordination
- 21. P6 EPPM – Modules Implemented ■ Professional (Client) ■ EPPM - Web ■ Business Intelligence (BI) Reports ■ Primavera Analytics
- 22. P6 Professional (Client) ■ Input: 5 Year Plan Stage Schedule
- 23. P6 EPPM (Web) ■ Configurable on a global level or by an individual ■ Select Dashboard and select portlets will be on each ■ Role based profile to minimize Graphical User Interface (GUI) and keep job easy Dashboards
- 24. P6 EPPM (Web) ■ Output: 5 Year Resource Plan Usage
- 25. P6 Primavera Analytics ■ Highly Configurable reporting tool ■ Easy to use with minimal data clicks ■ Data is published to system twice a month The BIG Picture
- 26. Lesson Learned – What went well ■ Admit a problem(s) needs to be addressed ■ Senior Management Support ■ Vision ■ Defined Scope ■ Stakeholder involvement ■ Dedicated, multi-disciplinary team ■ Current State / Future State Analysis ■ Embracing Change – the users
- 27. Lesson Learned – Opportunities for Improvement ■ IT Resources, competing Projects ■ Some areas did not provide desired level of input during design stage ■ IT security measures provided some limitations implementing solutions full capabilities ■ Push back from process changes ‘be careful what you ask for’ ■ Changing strategies effected timeline ■ Keeping users happy - Rolling out additional features
- 28. Thank You!.......Questions ■ Contact Info ▪ Bill Hyde ▪ whyde@sub3mgmt.com ▪ SUB3 Management Inc. — www.sub3mgmt.com — @SUB3MGMT ■ Sources and Thanks to Pepco Holdings, Inc. ▪ Kim Deeley, kim.deeley@pepcoholdings.com ▪ Pamela Zucaro, pamela.zucaro@pepcoholdings.com
- 29. Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app