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Implementing EPPM in a rapidly changing
 and competitive business environment:
        Key Considerations for P6
                    Loretta Bayliss
           Managing Director, Prescience Technology
               Vice-President, AUSOUG (Qld)
                  www.prescience.com.au
            Authorised Oracle Primavera Reseller

                      The most comprehensive Oracle applications & technology content under one roof
Agenda
Key Considerations for P6
 •   Understanding the drivers
 •   Collaboration & teaming
 •   Planning is paramount
 •   A recipe for success
 •   P6 R8.1 – fact or fiction?
 •   Procuring the Oracle software and support
 •   Sustainability beyond Oracle Support


                       The most comprehensive Oracle applications & technology content under one roof
An alternative view
Key Considerations for P6
Listen. To what the client needs.
Understand. What they really mean.
Plan. Comprehensively.
Apply. A proven, iterative process.
Know. The product & its relevance.
Act. With precision and certainty.Negotiate.
Negotiate. A great deal on software.
Sustain. With training and support.

                       The most comprehensive Oracle applications & technology content under one roof
“Today’s business world is fast-
changing, you need to be open to new
insights and be able to deal with
different situations when they arise.”
                         Jens Beckmann, Australian School of Business




               The most comprehensive Oracle applications & technology content under one roof
Understanding the drivers
Why bother?
 • Xstrata has a successful, commercially proven operating model in
   place already;
 • Xstrata operates in a volatile market, where competition is a key
   factor.
 • Xstrata openly advocates a model of continuous improvement;

 • Xstrata was actively seeking the integration of business process into
   their chosen software solution;
 • Selected sites had been identified to pilot the use of Primavera, as a
   small part of a larger continuous improvement model;
 • Project scope included:
    • license procurement, implementation, training, support and
       schedule build.



                             The most comprehensive Oracle applications & technology content under one roof
A true partnership
Collaborating to achieve success
 • Early involvement of IT and business stakeholders to
   increase engagement and project support;
    • Validation of suggested platform and approach
      against corporate IT strategy;
 • Promotion of active involvement of site based and
   corporate staff;
 • Senior stakeholders from both organisations have
   established clear and transparent lines of
   communication;
 • Adoption of an innovative learning solution, to increase
   user adoption and post-implementation sustainability.


                        The most comprehensive Oracle applications & technology content under one roof
A true partnership
Collaborating to achieve success
“Prescience ask, they listen, they take notice and they ask again to make sure the real
meaning hasn’t gotten lost in the translation. Some other companies just want to do it
their way. It’s our environment and we know how best to manage it.
Prescience has supported us in this. They listen rather than say “We’ll do it this way and
you’ll live with it”. They are just not cut from that mould.”


“Working with Prescience is good because they understand they are primarily working
for the people who run the mine at each location - mine manager, production manager,
engineer etc. But they know success depends heavily on back-end IT systems. They
recognised the need to engage local IT support to ensure they were not treading on
anyone’s toes and doing things that don’t fit with our IT strategy.
The key to success is to make sure lines of communication stay open. We’ve developed
a successful working relationship and both parties are working together for the same
result.”



                                    The most comprehensive Oracle applications & technology content under one roof
Planning is paramount
The usual suspects
 The planning process needs to be comprehensive and must address
 both business and technical aspects of the implementation:
 Areas to evaluate included:
 • Implementation scope and Business Alignment
 • Infrastructure – capacity and versions of hardware, supporting
   software & network
 • Team availability
 • Training capacity and tools
 • Application support – both during & after the implementation
 • Testing strategy & experience
 • Oracle product strategy
 • Project planning and management experience & capacity


                           The most comprehensive Oracle applications & technology content under one roof
Planning is paramount
Plus a few less ordinary
 The Xstrata business and technology model also needed to be
 incorporated into the planning process
 Additional areas to evaluate included:
 • The memory of prior failed implementations of planning
   software was still fresh in staff & stakeholder minds;
 • Although a “pilot” model, there were two pilot sites each with
   differing operational constraints;
 • The pilot sites were 4 hours driving time apart and not serviced
   by interlinking transport;
 • Stakeholders were driven by each site, with a common project
   sponsor;
 • Common team and common timeframe made sense in terms of
   maximum benefit to the client;

                           The most comprehensive Oracle applications & technology content under one roof
Planning is paramount
Plus a few less ordinary
 Other Factors:
 • Busy operational sites do not afford dedicated project resources,
   which needed to be factored in to all information requests;
 • IT stakeholders had historically held a pure service provision role
   and had not had early involvement in project planning and
   approval;
 • In a SQL shop, there was much frowning about the future Oracle
   footprint, and whether SQL would remain a supported platform;
 • The debate about P6 v7 vs P6 R8 was raging in Primavera circles,
   although R8.1 was not available at the time of project
   commencement;
 • Each of the pilot sites was firmly committed to the agreed target
   outcomes, and to creating a sustainable model to support their
   model of continuous improvement.

                            The most comprehensive Oracle applications & technology content under one roof
Ensuring Success
Build a Repeatable Process …

 •   Secure – active executive sponsorship & support
 •   Communicate – transparent reporting on progress
 •   Gather – proper materials
 •   Recruit – the right team members
 •   Organise – Create & update critical documents
 •   Analyse & plan – use an iterative method (3 rounds)
 •   Execute – a serious & dedicated testing process
 •   Experience – have a leader, a “veteran”
     TOP TIP – ensure your process enables and empowers you to
           move fast once your initial planning is complete

                           The most comprehensive Oracle applications & technology content under one roof
Ensuring Success
Do not over-complicate things

 • Either implementation or schedule




 • In an environment where speed to outcome is critical,
   extraneous complexity only slows things down.



                         The most comprehensive Oracle applications & technology content under one roof
Ensuring Success
… and learn from Lessons Learned!

 “We can’t change the past, but we can learn from the past.”
                                                                               Anonymous

 Prescience worked closely with Xstrata to ensure the
 planning addressed lessons learned from prior projects:
 • Do not implement the software in isolation;
 • Ensure the business process is embedded into the project
    lifecycle and the learning process;
 • Ensure stakeholders remain abreast and engaged;
 • Test, test, test and re-test assumptions, constraints &
    desired functionality


                         The most comprehensive Oracle applications & technology content under one roof
R8.1 – The myths debunked
P6 EPPM and P6 Pro




                     The most comprehensive Oracle applications & technology content under one roof
R8.1 – The myths debunked
There is no standalone




                         The most comprehensive Oracle applications & technology content under one roof
R8.1 – The myths debunked
There is no intention to remove Pro completely




                       The most comprehensive Oracle applications & technology content under one roof
Oracle software & support
An effective procurement model …
 • Historically de-centralised within Xstrata;
 • Fit with model, although did not provide any economy
   of scale;
 • Prescience, together with Oracle, have challenged
   Xstrata’s distributed procurement model (successfully!)
   to achieve a more centralised purchasing model;
 • Key benefit is discounts to end-user organisation;
 • Additional benefit of having more visibility and
   centralised management of Oracle CSI – contributes to
   proposed sustainable support model.


                       The most comprehensive Oracle applications & technology content under one roof
Beyond Oracle support
PrescienceAdvantage Primavera Support
 • XStrata has subscribed to Prescience’s
   extended support (from what is provided by
   the Oracle support agreement) model, to
   provide application support to site and
   corporate users;
 • Provides ability for onsite support if necessary
   (not achievable through Oracle Support except
   in extraordinary circumstances); and able to
   be scaled to requirement.

                     The most comprehensive Oracle applications & technology content under one roof
Beyond Oracle support
PrescienceAdvantage Primavera eLearning
 • Prescience has built a tailored eLearning
   package for Xstrata, which provides two key
   advantages over other available Primavera
   training:
    • Is specific to the software version
      implemented;
    • Is interactive and engaging, and supports a
      blended learning model, vs the traditional
      powerpoint and Oracle Tutor model

                     The most comprehensive Oracle applications & technology content under one roof
Wrapping it up
Determine why …
 • Define the key objective or outcome for your
   organisation that is driving the
   implementation process.
 • Determine what type of implementation is
   most appropriate.
 • “Begin with the end in mind” and make these
   goals clear to your entire implementation
   team & stakeholder group.

                    The most comprehensive Oracle applications & technology content under one roof
Summary
Key Considerations for P6
Listen. To what the client needs.
Understand. What they really mean.
Plan. Comprehensively.
Apply. A proven, iterative process.
Know. The product & its relevance.
Act. With precision and certainty.Negotiate.
Negotiate. A great deal on software.
Sustain. With training and support.

                       The most comprehensive Oracle applications & technology content under one roof
“While we are encouraged by the speed
and scale of the changes we’re
implementing, there is clearly more
work to be done.”
                                                          Richard Wagoner




              The most comprehensive Oracle applications & technology content under one roof
Questions & Comments




            The most comprehensive Oracle applications & technology content under one roof

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Primavera _ Loretta Bayliss _ Implementing EPPM in rapidly changing and competitive business environment.pdf

  • 1. Implementing EPPM in a rapidly changing and competitive business environment: Key Considerations for P6 Loretta Bayliss Managing Director, Prescience Technology Vice-President, AUSOUG (Qld) www.prescience.com.au Authorised Oracle Primavera Reseller The most comprehensive Oracle applications & technology content under one roof
  • 2. Agenda Key Considerations for P6 • Understanding the drivers • Collaboration & teaming • Planning is paramount • A recipe for success • P6 R8.1 – fact or fiction? • Procuring the Oracle software and support • Sustainability beyond Oracle Support The most comprehensive Oracle applications & technology content under one roof
  • 3. An alternative view Key Considerations for P6 Listen. To what the client needs. Understand. What they really mean. Plan. Comprehensively. Apply. A proven, iterative process. Know. The product & its relevance. Act. With precision and certainty.Negotiate. Negotiate. A great deal on software. Sustain. With training and support. The most comprehensive Oracle applications & technology content under one roof
  • 4. “Today’s business world is fast- changing, you need to be open to new insights and be able to deal with different situations when they arise.” Jens Beckmann, Australian School of Business The most comprehensive Oracle applications & technology content under one roof
  • 5. Understanding the drivers Why bother? • Xstrata has a successful, commercially proven operating model in place already; • Xstrata operates in a volatile market, where competition is a key factor. • Xstrata openly advocates a model of continuous improvement; • Xstrata was actively seeking the integration of business process into their chosen software solution; • Selected sites had been identified to pilot the use of Primavera, as a small part of a larger continuous improvement model; • Project scope included: • license procurement, implementation, training, support and schedule build. The most comprehensive Oracle applications & technology content under one roof
  • 6. A true partnership Collaborating to achieve success • Early involvement of IT and business stakeholders to increase engagement and project support; • Validation of suggested platform and approach against corporate IT strategy; • Promotion of active involvement of site based and corporate staff; • Senior stakeholders from both organisations have established clear and transparent lines of communication; • Adoption of an innovative learning solution, to increase user adoption and post-implementation sustainability. The most comprehensive Oracle applications & technology content under one roof
  • 7. A true partnership Collaborating to achieve success “Prescience ask, they listen, they take notice and they ask again to make sure the real meaning hasn’t gotten lost in the translation. Some other companies just want to do it their way. It’s our environment and we know how best to manage it. Prescience has supported us in this. They listen rather than say “We’ll do it this way and you’ll live with it”. They are just not cut from that mould.” “Working with Prescience is good because they understand they are primarily working for the people who run the mine at each location - mine manager, production manager, engineer etc. But they know success depends heavily on back-end IT systems. They recognised the need to engage local IT support to ensure they were not treading on anyone’s toes and doing things that don’t fit with our IT strategy. The key to success is to make sure lines of communication stay open. We’ve developed a successful working relationship and both parties are working together for the same result.” The most comprehensive Oracle applications & technology content under one roof
  • 8. Planning is paramount The usual suspects The planning process needs to be comprehensive and must address both business and technical aspects of the implementation: Areas to evaluate included: • Implementation scope and Business Alignment • Infrastructure – capacity and versions of hardware, supporting software & network • Team availability • Training capacity and tools • Application support – both during & after the implementation • Testing strategy & experience • Oracle product strategy • Project planning and management experience & capacity The most comprehensive Oracle applications & technology content under one roof
  • 9. Planning is paramount Plus a few less ordinary The Xstrata business and technology model also needed to be incorporated into the planning process Additional areas to evaluate included: • The memory of prior failed implementations of planning software was still fresh in staff & stakeholder minds; • Although a “pilot” model, there were two pilot sites each with differing operational constraints; • The pilot sites were 4 hours driving time apart and not serviced by interlinking transport; • Stakeholders were driven by each site, with a common project sponsor; • Common team and common timeframe made sense in terms of maximum benefit to the client; The most comprehensive Oracle applications & technology content under one roof
  • 10. Planning is paramount Plus a few less ordinary Other Factors: • Busy operational sites do not afford dedicated project resources, which needed to be factored in to all information requests; • IT stakeholders had historically held a pure service provision role and had not had early involvement in project planning and approval; • In a SQL shop, there was much frowning about the future Oracle footprint, and whether SQL would remain a supported platform; • The debate about P6 v7 vs P6 R8 was raging in Primavera circles, although R8.1 was not available at the time of project commencement; • Each of the pilot sites was firmly committed to the agreed target outcomes, and to creating a sustainable model to support their model of continuous improvement. The most comprehensive Oracle applications & technology content under one roof
  • 11. Ensuring Success Build a Repeatable Process … • Secure – active executive sponsorship & support • Communicate – transparent reporting on progress • Gather – proper materials • Recruit – the right team members • Organise – Create & update critical documents • Analyse & plan – use an iterative method (3 rounds) • Execute – a serious & dedicated testing process • Experience – have a leader, a “veteran” TOP TIP – ensure your process enables and empowers you to move fast once your initial planning is complete The most comprehensive Oracle applications & technology content under one roof
  • 12. Ensuring Success Do not over-complicate things • Either implementation or schedule • In an environment where speed to outcome is critical, extraneous complexity only slows things down. The most comprehensive Oracle applications & technology content under one roof
  • 13. Ensuring Success … and learn from Lessons Learned! “We can’t change the past, but we can learn from the past.” Anonymous Prescience worked closely with Xstrata to ensure the planning addressed lessons learned from prior projects: • Do not implement the software in isolation; • Ensure the business process is embedded into the project lifecycle and the learning process; • Ensure stakeholders remain abreast and engaged; • Test, test, test and re-test assumptions, constraints & desired functionality The most comprehensive Oracle applications & technology content under one roof
  • 14. R8.1 – The myths debunked P6 EPPM and P6 Pro The most comprehensive Oracle applications & technology content under one roof
  • 15. R8.1 – The myths debunked There is no standalone The most comprehensive Oracle applications & technology content under one roof
  • 16. R8.1 – The myths debunked There is no intention to remove Pro completely The most comprehensive Oracle applications & technology content under one roof
  • 17. Oracle software & support An effective procurement model … • Historically de-centralised within Xstrata; • Fit with model, although did not provide any economy of scale; • Prescience, together with Oracle, have challenged Xstrata’s distributed procurement model (successfully!) to achieve a more centralised purchasing model; • Key benefit is discounts to end-user organisation; • Additional benefit of having more visibility and centralised management of Oracle CSI – contributes to proposed sustainable support model. The most comprehensive Oracle applications & technology content under one roof
  • 18. Beyond Oracle support PrescienceAdvantage Primavera Support • XStrata has subscribed to Prescience’s extended support (from what is provided by the Oracle support agreement) model, to provide application support to site and corporate users; • Provides ability for onsite support if necessary (not achievable through Oracle Support except in extraordinary circumstances); and able to be scaled to requirement. The most comprehensive Oracle applications & technology content under one roof
  • 19. Beyond Oracle support PrescienceAdvantage Primavera eLearning • Prescience has built a tailored eLearning package for Xstrata, which provides two key advantages over other available Primavera training: • Is specific to the software version implemented; • Is interactive and engaging, and supports a blended learning model, vs the traditional powerpoint and Oracle Tutor model The most comprehensive Oracle applications & technology content under one roof
  • 20. Wrapping it up Determine why … • Define the key objective or outcome for your organisation that is driving the implementation process. • Determine what type of implementation is most appropriate. • “Begin with the end in mind” and make these goals clear to your entire implementation team & stakeholder group. The most comprehensive Oracle applications & technology content under one roof
  • 21. Summary Key Considerations for P6 Listen. To what the client needs. Understand. What they really mean. Plan. Comprehensively. Apply. A proven, iterative process. Know. The product & its relevance. Act. With precision and certainty.Negotiate. Negotiate. A great deal on software. Sustain. With training and support. The most comprehensive Oracle applications & technology content under one roof
  • 22. “While we are encouraged by the speed and scale of the changes we’re implementing, there is clearly more work to be done.” Richard Wagoner The most comprehensive Oracle applications & technology content under one roof
  • 23. Questions & Comments The most comprehensive Oracle applications & technology content under one roof