ebs and primavera integration
TRANSCRIPT
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www.thalesgroup.com
Oracles E-Business Suite ofApplications [EBS] and
Primavera Integration
Mac ChouhanUKOUG Primavera Conference22ndMarch 2011
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1 /
1 /Agenda
Introduction
Introduction to Thales
Thales B1 Programme
Oracle / Primavera Interfaces
Q & A
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2 /
2 /Introduction
This presentation will provide how the B-One Primavera Rolloutwithin Thales was established and the benefits and Return on
Investment [ROI] it brings with it
The integration of Oracles E-Business Suite of Applications [EBS]
and Primavera Integration Architecture brings together a trueEnterprise Solution: B-ONE
Thales Core Model showing the various Interfaces between Oracle
EBS and Primavera
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3 /
3 /A technology leader providing safety and security
A global company with 68,000 employees
and 12.9 billion in revenues
We help our customers to:
Provide reliable and secure solutions
Monitor and control
Protect and defend
In two major sectors
Thales: a reliable, long-term partner with
operations in 50 countries
Defence and Security
60%
Aerospace and Transport
40%
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4 /4 /
Defence
Serving all branches of the armed forces
Air, Land, Naval and Joint operations
Security
Serving governments, institutional
customers and civil operators
Interoperable, scalable solutions and services
focused on operational requirements
Defence and Security
A comprehensive approach to national security
and citizen protection
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5 /5 /Aerospace and Transport
Aerospace
Serving aircraft manufacturers, airlines
and civil aviation authorities
Space
A major player through Thales Alenia Space
Serving satellite operators, space agencies
and defence customers
Transport
Helping to optimise use of
rail and road infrastructures
Presence on all types of civil and military aircraft
and all major new aircraft programmes
Central role on the major civil and militaryprogrammes
Driving improvements in traveller safety
and ground transport efficiency
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6 /6 /
Global reach, local expertise68,000employees in
50countries
A Global Player
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7 /7 /Thales Oracle Practice
Oracle partner since 1998
Certified Partner
Accelerate Partner
Engaged on Thales Global B1 Project
History of Worldwide Oracle Implementationsacross all Business types
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8 /8 /What is B1?
B1 is
a multinational programme being introduced in the UK,Spain, The Netherlands, France. More to Follow
aimed at enabling greater efficiency and productivity throughthe convergence of business process
2000+ B1 users now benefit from a process centric business
toolset that promotes collaboration and continuousimprovement
replaces all existing ERPs (Enterprise Resource Planningsystems) with a powerful single technology platform acrossall Thales Group activities
A global business transformation programme, not an IT
initiative Primavera provides key data inputs in to IBP (Integrated
Business Planning)
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9 /9 /Solution Architecture
17 April 2008th
Corporate
Purchasing
Thalsis
Component
Information
System
TCIS
PDM
DCC (TUS Only)
Scanning
System
Local Scanning
System
IMSCAN
Corporate
Reporting
Magnitude
Banking
BACS
Export
Control
Local Expor t
Systems
BI / Data
Warehouse
Cognos
Planning &
Resource
Management
Primavera
Timesheet
OTL
'
Purchasing
MS&C/
Programme
Controlling
Customer
SupportManufacturing
Accounting / General Controlling
(All Domains)
Clearing
&
Netting
Clearing &
Netting
System
Human
Resources
& Payroll
Northgate
Travel
&
Expenses
Marco Polo
Ke y
OCM Scope
Country appl ication
Group appl icat ion
Buyerless
Purchasing
SPAG
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10 /10 /
One MobileWorkforce OneWay ofWorking OneApproach toInformation
One Set of
Systems
Greater Speedand Accuracy
ImprovedQuality
of Service
LowerCosts
EnhancedStaff
Mobility
B1 is a key enabler of the groups transformation plans
Implementation of commonbusiness processes and systems
throughout the group
To deliver greater efficiencyand productivity
B1 - Realising the Power of One within Thales
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11 /
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11 /11 /BackgroundPrimavera
Primavera ?
All During 2004, Thales synthesized all its Divisions programme management
processes on the basis of existing methodologies within the Group and
international standards.
To support this process, a tool was chosen Primavera, which is
a standard market tool widely utilised worldwide
particularly within companies functioning in Project mode
Its parameters are based on accepted business management processes
Acceptance:
First, functional and technical experts accepted Primavera together with its parameters before testing
and validating it on pilot schemes
Decided at Group level to utilise this tool and its associated processes within the Divisions
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12 /12 /ObjectiveProcess supported by a tool
Because Programmes are the whole point of reason for our business, the
Thales objective is to improve
Anticipation & forecast accuracy
Transparency
Data consistency
The Thales worldwide deployment of Primavera is at the same time
A more demanding application, but also more virtuous, of our process of Program
Management
A set of cultural changes
And finally, a tool in the service of the Programme Management
Use of a Thales Primavera Core Model
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13 /13 /Why a core model ?
secured fields
set of standard codes
configured layouts
additional tools / functions
data history
simulation
capability to capture
validated programme
situations
Additional reports
Excel
Cognos (finance
workload)
Interface with our BO
PRIMAVERA THALES
CORE MODEL LAYER
PRIMAVERA
THALES PM PROCESScultural changes
A need to standardize across regions / entities
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14 /14 /Keep in mind that
Before looking at the PM process, keep in mind that
Primavera stores all our data in a centralised & shared database
Any modificationat any level - is immediately recorded in the database
With limited undo capabilities
The current situation of our programmes is a live one (any change
immediately affects the milestones, the cost at completion, the workload,
etc ..)
15 /
15 /Wh P M t P d T l
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15 /15 /Why a Programme Management Process and Tool
An integrated Programme Management
process for schedule, workload and
costs
Target situation
Programme Management tool
Costs
Workload
Integrated
resource schedule
No consistent view of schedule, workload
and costs
Disjointed situation
Excel
Costs
Artemis
P3
MSPExcel
Schedule(s)
Excel
Workload
Background
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S f h l
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16 /16 /
Scope of the Programme Management tool
All the programmes shall be managed within the Programme Management
tool.
The functionalities to be used depend on the programme complexity as a minimum: start dateend date,
workload, budget, costs
Workload forecast for the unit will be provided by Primavera and shall
include:
Business opportunities, Current programmes, Other budgeted activities (PV, bids, warranties)
Primavera is built to meet both Programme Management and Financeneeds
The Programme Management tool is the Masterfor the programme structure
The ERP is the master for actual costs
Every work package has its corresponding cost point in the ERP
EAC are transferred from the PM tool to the ERP
The Contract budget base is under the responsibility of the Programme Manager
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I t f B1 UK
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17 /17 /
PM tool
Time Sheet
ERP
WBSCA / WPs
ProgrammeHeader ID/Budget/Responsibility
Cost Points
Time sheet at costpoint level
CostEmployee & Non Labour plus
Summary CommitmentsAt Cost point level
PM EACProgramme Level
HierarchyOrganisation / Cost Centre
ResourcesEmployees/Non Labour/Rates
CommitmentDetailed PO info / Profiled ETC
- Labour Hours- Labour Costs To Date- Labour Period Costs
- NonLabour Period Costs
Business Organisation Hierarchy and Resource (Labour and Non Labour) to Primavera with various attributes
Programmes are created in the BO and transferred into Primavera if Status Full WBS is created in Primavera [Master]. Only key elements CA and WP are sent to the BO
Timesheet captures Hours at Cost Point level (Manufacturing WIP booking direct into BO)
Actual costs (both labour and non labour) are transferred from the BO to Primavera at cost point levelWP
Actual labour quantity (hours) also transferred at WP level
Detail Commitments information by WPsummary only. Next version direct into ETC as profile per PO dates
Global EAC (PMB + MR) at Programme level is transferred from Primavera to the BO
InterfacesB1 UK
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19 /
19 /Screenshots Hierarch
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ScreenshotsHierarchy
Hierarchy Interfaced into Primavera OBS View
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20 /Screenshots Resources
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ScreenshotsResources
Csv output
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21 /Screenshots Resources
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ScreenshotsResources
Resources Interfaced into Primavera Resources View
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22 /Screenshots Programme
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ScreenshotsProgramme
Oracle Projects
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23 /Screenshots Programme
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ScreenshotsProgramme
Csv output
Primavera End Log file
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24 /Screenshots Programme
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ScreenshotsProgramme
Programme Interfaced into Primavera Projects View
25 /
25 /Screenshots WBS
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Screenshots WBS
WBS created in Primavera
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26 /Screenshots WBS
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Screenshots WBS
Sending WBS to Oracle
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27 /Screenshots WBS
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Screenshots WBS
WBS Interface
Log
Csv output
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28 /ScreenshotsWBS
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WBS Interfaced into Oracle
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29 /
ScreenshotsActual Costs
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Costs in
Oracle Time
& Labour
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30 /ScreenshotsActual Costs
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Oracle Csv
output
Costs Interface
Log File
31 /
31 /ScreenshotsWBS
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Costs in Primavera Activities View
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32 /ScreenshotsActual Costs in
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Projects View
WBS View
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33 /ScreenshotsPMEAC
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PMEAC
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34 /ScreenshotsPMEAC
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PMEAC Log File
PMEAC Csv
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35 /ScreenshotsPMEAC
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PMEAC Interfaced to Oracle Projects
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36 /OraclePrimavera Interface Timings
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Frequency and timings of each interface are:
Cost interface run at month end when month end processing completeScheduled to run overnight
Log Files
log files generated for each interface and emailed to Business Super Users
Nominated key users validate and respond back to users
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37 /
Monthly Update Process
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EAC transfer
towards ERP. PMV Dashboard updating.
Possible schedule update (without to
change the Data Date)
Data Date
1st month N+1
Baselines creation
(Current Situation) Selection / Type
baselines change, for
creation of Financial
Baselines
End of month N
updating.
!
Actuals and
Commitments
transfer to PMV.
Data Date
1st month N
ETC
update
~ 2 weeks
!
The update session as currently practiced on programmesandappears as a very efficient process. The programme team meets
around the live Primavera schedule and updates it while discussing
the issues. Typical duration is to 1 daydepending on the
programme size.
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38 /Other Interface / Tools
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Other Interfaces and Tools
Resource Rate Inflation
A specific resource rate inflation tool to manage inflation rate for labour resources
PM Tools
Tools to aid reporting cycle
Checks Project data compliance to Standard Planning Practices
Automates Primavera Summarisation, Baseline creation for PMBI Reporting
WBS Loader
Load any ERP WBSs into Primavera
Used for Data / Cost Migration
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Questions ?
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TH NK YOU Mac Chouhan
Primavera Functional Consultant