En præsentation af Primavera Portfolio Management Vælg i menuen: Om West Soft Om Oracle – Primavera Baggrund Eksempler Implementering Features

Vores forretningsidé er at tilbyde vores kunder Forbedret projekt- og porteføljestyring Kontor i Holte 12 km. nord for København Kontor i Vejle Nord Retur Om West Soft

West Soft A/S Firmaet har eksisteret 17 år Satser på langsigtede kunderelationer Omsætning langsomt stigende 2 ejere (50/50%) 11 medarbejdere Økonomisk sund Investering i udvikling af software Retur Om West Soft

Rådgivning / Konsulentarbejde West Soft - Ydelser Rådgivning / Konsulentarbejde Planlægningsopgaver Projektadministration Implementering af software Metodeudvikling Risikoanalyse Softwareudvikling Retur Om West Soft

Projektadministration Porteføljestyring Valg og implementering West Soft - Ydelser Uddannelse Værktøjer Projektstyring Projektadministration Porteføljestyring Valg og implementering Risikoanalyse Retur Om West Soft

Primavera P6 Professional Primavera Contractor West Soft - Ydelser Softwaresalg Primavera P6 EPPM Primavera P6 Professional Primavera Contractor Primavera Portfolio Management Primavera Risk Analysis Lean Project Planner MultiRisk Retur Om West Soft

West Softs kunder Retur Om West Soft

West Softs succeskriterier Vi ser udfordringen med projekt- og porteføljestyring som et forbedrings-potentiale for jeres virksomhed: Implementeringen skal tilføre reel værdi Implementeringen skal forholde sig til jeres virkelighed Implementeringen skal forbedre jeres styring og håndtering af projekter Retur Om West Soft

Oracle - Primavera Primavera Systems Inc blev etableret i 1983 Blev i efteråret 2009 køb af Oracle – samme ledelse Der findes mere end 3.000.000 brugere mere end 100.000 firmaer, i Danmark er der ca. 3000 brugere Der er 122 forhandlere i 94 lande Retur Om Oracle - Primavera

Oracle - Primavera Salg Implementering Installation Support/Vedligehold Integrationer Retur Om Oracle - Primavera

Primavera Portfolio Management baggrund Orkestrering af en virksomheds projektportefølje sker typisk ud fra information der ligger spredt i en række forskellige dokumenter placeret forskellige steder i virksomheden. Det bør være et mål at Samle denne information - ét system/ét sted Synliggøre informationen for alle interessenter Strukturere og kvalitetssikre informationen Præsentere informationen bedst muligt Forbedre collaboration omkring dette Retur Baggrund

Primavera PM – hvad er? Er en værktøjskasse til at bygge et system til orkestrering af en virksomheds projektportefølje Orkestrering er bl.a. at: Foreslå projekter Udvikle projekter Prioritere projekter Vælge projekter Gennemføre projekter Samle erfaring om projekter Overblik  handlekraft Retur Baggrund

Primavera PM - forudsætninger En succesfuld implementering af Primavera PM kræver: En kompetent indsats fra virksomheden Eventuelle procesforbedringer En dygtig konsulent fra leverandøren der forstår og sætter sig ind i virksomhedens situation Software Opsætning af software Implementering af systemet Softwaren er bare en del! Retur Baggrund

Primavera PM   P6/MSP I Primavera PM findes der normalt mange flere projekter end i P6/MSP, dels er den tidsmæssige udstrækning større og dels findes der projekter der aldrig detail-planlægges og styres på denne måde Primavera PM fokuserer meget mere på oplysninger på projektniveau end P6/MSP Primavera PM er meget mere brugervenlig end P6/MSP til orkestrering af projektporteføljen Retur Baggrund

Primavera PM - fordele Hurtig opsætning Informationen synliggøres Strukturerer måden at tænke på Strukturerer måden at arbejde på Jo flere og jo mere komplekse projekter, jo større værdi tilfører Primavera PM Et system der løbende tilpasses virksomheden udvikling og nye behov Gennemprøvet system/koncept Retur

Primavera PM - funktion The Enterprise Portfolio management process is made up of two major processes, Planning and Execution, and six sub-processes. In order, the six sub-processes are: Clarify Objectives Propose Initiatives Prioritize and Select Investments Track Performance Review Portfolio Adjust Course Retur Baggrund

ProSight is often used to manage the "funnel" for business initiatives. Many organizations use ProSight to implement or enhance an investment governance process that e that enables effective screening of the initial proposals, focused review of fleshed-out projects, control of the delivery of the project and realization of the benefits projected in the business justification. Retur Baggrund

Primavera PM - funktion Primavera ProSight for Portfolio Management Bridge Systems Primavera P6 or MSP for Project & Resource Management Strategic Alignment Manage Allocate Capacity & Capital Allocate Capital & Resource Projects Process Stage / Gates Health & Review Assess Generate Prepare and Communicate Monitor & Obtain Benefit Risk & Prioritize and Reprioritize Complete Ideas Input High Level Project Assess Business Alignment to Select Projects Set IP Budgets Projects Projects Business Case Decisions Project Health Value Strategy Monitor Benefits Realization Annual / Quarterly Capital Planning Business Leaders Governance Office Finance Governance Board Practice Center Managers Project Managers / Contractors People The important part is the process steps in the middle. Then I put in crude bars to show our product across all process steps. Key is to unify and keep simple. Once can argue that PRM can be used in planning as well as execution, so should be continuous. Below process steps, would show Customer org, so they see the flow of going from one process step/organization to the next. Would work in the Gameplans and Gates to this. Retur Baggrund

Primavera PM - funktion Scorecards Dashboards Workbooks Optimize PRIMAVERA PM Forms Investor Maps IT Applications IT Projects Technology Products Assets Business Lines Retur Baggrund

Primavera PM– eksempel Investor Map Investor Maps are the strategic center of ProSight. They provide a visual portrayal of the investment strategy using a flexible tool for analyzing key performance data according to strategic goals. Investor maps also enable users to view business activities in terms of risk, investment type, budget, or other criteria, and to drill down for more detailed investment information. Investor maps also provide a “What If” capability to plan and align investments to determine the optimal portfolio mix.  Retur Eksempler

Primavera PM– eksempel Form Forms are intuitive data management screens which provide a simple means to create and manage data capture and review. Your teams may create common forms, document processes, and establish business cases directly within ProSight to easily replicate the paper and Web forms you use today. You’ll get faster data collection and more intuitive information retrieval across departments and systems without the hassle and learning curve.                                           Forms are completely configurable to ensure you have an easy-to-use way to enter portfolio data.  You’ll use prompts (labels), annotations, and drop-down lists to provide clarity and instruction to aid in data entry.  Group together related information on the Form to make the data entry process logical.  Forms serve other purposes for the organization as well. For example, in addition to data entry of investment information, use forms to publish status reports, track expenses, or create check lists. Easily design forms that look exactly like the data entry screens and documents you use today, allowing for an easy transition to ProSight for your users.  Unlike Scorecards and Investor Maps, which display multiple investments along with a few categories of information, Forms focus on a single investment and allow for displaying and updating many categories at a time. Because Forms are essential to evaluating individual investments, ProSight provides drill-down capability to Forms from other views.  For example, if an Investor Map shows a red health indicator for an investment, drill down to show the Form with complete investment details and to update the health status. Forms also enable you to enter and organize all of the information regarding the business activities of your company. Retur Eksempler

Primavera PM– Eksempel Scorecard Scorecards are an interactive way to manage investment performance through the use of categories that measure various attributes such as business value, risk, budget, service level agreements and more. They also provide an early warning system that indicates when a specific category falls outside of the predetermined acceptable level of performance. Scorecards include a variety of features that enable you to gain instant and easy access to all the tactical and operational information regarding your company’s business activities. For example, portfolios and investments are combined in a table format, providing an at-a-glance view of the performance of investments and categories, as well as in-depth information and the ability to navigate to other parts of ProSight, such as workbooks or dashboards. Quickly assess an entire portfolio and easily spot areas in trouble, and easily update values of multiple investments.  Retur Eksempler

Primavera PM– eksempel Workbooks Workbooks are the primary source for information about each investment in ProSight. They enable managers and team members to manage investment information and annotations for specific investments. This information can be easily updated for on-demand status reports that consistently communicate an investment’s progress because information is accessible in one place.  Workbooks establish an investment lifecycle for each investment, and track the performance of that investment through its lifecycle. For small projects, it is often sufficient to plan and track projects at the high level of lifecycle phases, requiring little overhead on the team to maintain. Documents, deliverables, to-dos, and much more can also be tracked directly in ProSight. For more project management functionality, Primavera ProSight provides an off-the-shelf integration with Microsoft Project Server and Primavera P6 (coming soon in 2008.)  Custom integrations with other project management tools can be developed using ProSight’s Web Services APIs. Retur Eksempler

Primavera PM– eksempel Dashboards Dashboards are a collection of graphs that provide a comprehensive view of selected performance criteria trends for a specific investment. Historical trends provide exceptional insight into the life of an initiative. Color-coded bands can quickly highlight when an investment has moved out of the acceptable range of performance. Dashboards are as flexible as the other capabilities and enable users to add and remove graphs and choose between pie, bar, line, and scatter charts. Retur Eksempler

Primavera PM– eksempler på opgaver Kapacitet Hvordan får vi det bedste ud af vores medarbejdere Hvilke ressourcer behøver vi? Prioritering Hvilket arbejde leveres først? Hvordan lever det op til vores strategi? Effektivitet De rigtige personer til de rigtige job Enkel opdatering af planer Retur

Retur Enterprise Investment Management Application Rationalization Project Portfolio Management Business Program Portfolio Management IT Governance Innovation Management / NPD Compliance Management ProSight clients use the product across a wide range of portfolio management efforts. A number of them are “multi-area” users Retur

Hvorfor Primavera PM? Retur Implementering 24 consecutive years of growth and profitability Worlds Largest PPM Software Company -over 2 million users Leader position in Gartner’s Project Portfolio Management Magic Quadrant Named PPM market leader in the Forrester Research Wave Report More than $5 trillion in project value is managed with Primavera software across over 105 countries Retur Implementering

Primavera PM - erfaringer Systemet er hurtigt at implementere Payback perioden er kort Primavera PM skaber overblik for ledelsen og dermed træffer ledelsen bedre beslutninger Den største gevinst er ofte at man undgår fejltagelser Retur Implementering

Source: Forrester Research 2006 Hvorfor Primavera PM? Year after year we have consistently been selected by experts such as Gartner and Forrester as one of the leaders in our space Source: Forrester Research 2006 Retur Implementering

Primavera PM - benefits Bedre beslutningsgrundlag Der træffes hurtigere beslutninger Der træffes bedre beslutninger Mange fejl undgås Beslutningerne synliggøres Organisationen forstår beslutningerne Skaber værdi for firmaet! Retur Implementering

Primavera PM - overvejelser I forbindelse med implementeringen bør man øge virksomhedens kundskabsniveau En virksomheds ledelse er sjældent uddannet i porteføljestyring hvilket betyder et forbedringspotentiale Der er ofte nødvendigt at forbedre og synliggøre virksomhedens processer i forbindelse med implementeringen Retur Implementering

Primavera PM - teknik SQL eller Oracle .NET framework 100% web baseret Retur Features

Primavera PM– Link P6/MSP Project Portfolio Management Framework Strategy-based Governance Top-Down Alignment Determine Value to the Business Propose, Prioritize and Select New Project Investments Build and Prioritize Business Cases Plan Resource & Cost Requirements Evaluate Alternatives Project Manager Resource Business Unit Leader CIO Governance Board PMO Portfolio Program Senior Manager Knowledge Worker Forms Workbooks Scorecards Optimize Investor Maps Dashboards Planning & Control Primavera PM Stakeholder Collaboration Bridge Project Management Project Reporting Planning & Scheduling Operational Management Tasks and Detail Execution P6 /MSP Project Management Retur

Primavera PM– Link P6/MSP Bridge til Primavera P& og MSP omfatter: To vejs opdatering Projektdata overføres fra Primavera PM  P6/MSP Projektdata og WBS level 2 data overføres fra MSP/P6  Primavera PM Overførslen inkluderer periodiserede ressource og økonomi data (ikke roller) Konfigureringen sker enkelt og hurtigt Retur Features

Primavera PM   P6/MSP Primavera PM  P6 Med Primavera PM vælger man de rigtige projekter Med P6/MSP gennemfører man projekterne rigtigt Retur Features

Primavera PM - diverse Alle oplysninger ligger på projekt eller WBS level 2 niveau (f.eks. Stage Gate) Gartner har testet Primavera PM (ikke P6) Løsninger koster fra 1 mkr. og opefter Har virksomheden nogensinde stoppet et projekt der ikke er forsinket og som ikke overskrider budget – hvorfor ikke? Primavera PM kan ikke vises med en standard demo, der findes en udmærket demofilm Primo 2008, 8 kunder udenfor USA Primo 2009 40% af det totale Primavera nysalg i US Retur Features

Primavera PM - diverse Engelsk, fransk og kinesisk Alt kan printes eller  Word Alt kan eksporteres/importeres via Excel Virksomhedens Project Management Workflow indbygges i Primavera PM (menu til vestre) Det kræver ca. 2 ugers konsulentarbejde at lave en pilot version og typisk 3 måneders konsulentarbejde at lave en færdig implementering i en større virksomhed Vi sælger PPM og APM modulerne? Retur Features

Ønsker I yderligere oplysninger, eller er der spørgsmål så kontakt West Soft A/S på telefon 44 53 53 70 eller på mail ws@westsoft.dk Retur

Primavera PM - salgspræsentation Virksomhedens organisation – vision, strategi Ledelsens rolle – organisationens funktion i dag (man bør kende ledelsens navne og rolle stærke ting/svagheder) Begrænsninger for forretningern (f.eks. begrænsede ressourcer, projekterne bliver større og større, hvor findes tidsrøvere for ledelsen osv. = ting som ProSight kan løse Mappe begrænsningerne med ProSight Hvor meget kan man spare (f.eks. CTO budget x mkr, R&D 33% af dette, 5% af projekter afviger mere end 20% - hvis du kan fjerne disse har du sparet xxx og kan bruge ressourcer til noget fornuftigt……) Ovenstående kræver en masse arbejde – læs årsrapporter, hjemmeside, artikler, snak med lederne inden præsentationen. Hvis du er i konkurrence med andre leverandører er du garanteret den eneste der har lavet dette arbejde og du vinder med stor sandsynlighed.