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CLIENT SUCCESS GUIDE 4/24/22

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Page 1: Ims Primavera

CLIENT SUCCESS GUIDE

April 8, 2023

Page 2: Ims Primavera

Agenda Today

• Introductions• Overview of Primavera• Demonstration• Q & A

Page 3: Ims Primavera

Your Business Needs

Visibility Project Execution Process Improvement Resource Management Improved Communication Improved Integration

Page 4: Ims Primavera

ProjectControls

Project Manager

Project Engineer

s

Subs

Programs

Director

Real LifePeople are separated by:

• Being in different organizations

• Using different technologies

• Having different processes

Page 5: Ims Primavera

ProjectControls

Project Manager

Project Engineer

s

Subs

Programs

Director

Real LifeUnder normal

circumstances, obtaining

current project status takes

2 – 4 weeks.

Page 6: Ims Primavera

ProjectControls

Project Manager

Project Engineer

s

Subs

Programs

Director

Real Life

However, it’s not easy:

• Paper-based updates

• Chasing people down

• Multiple scheduling technologies

• Incomplete information

Page 7: Ims Primavera

We have been there!

Core Competencies

Resource-sensitive management tools

Risk-based predictive modeling

ERP integration

Time-based planning and control

Page 8: Ims Primavera

Primavera Integrated Solution

Centralized Project

Information

Field Manager

Planner / Cost

Manager

Project & Resource Manager

Owner/Client

Executive

Progress

Reporter

Contractor

REMOTEACCESS

Contract

Manager

Subs

ProjectControls

Procurement Officer

Project Manager

Client

General Manager

Project Engineers

Page 9: Ims Primavera

YOUR NEEDS

Page 10: Ims Primavera

Your Business Needs

Visibility Project Execution Process Improvement Resource Management Improved Communication Improved Integration

Page 11: Ims Primavera

What you want…

Remotely access information via the web To “what-if” projects, resources and risks To easily see progress on all projects all

at once A collaborative environment To easily create a new project To manage projects to earliest delivery

rather than react to issues To have experts as my guide

Page 12: Ims Primavera

CUSTOM DEMO

Page 13: Ims Primavera

REVIEW

Page 14: Ims Primavera

Your Business Needs

Visibility What projects to do and when? What are my risks? My ROI? How many more projects do I need to meet

goals? Project Execution

Can I deliver faster rather than late? Is our progress as planned? What changes are happening?

Page 15: Ims Primavera

Your Business Needs

Resource Management Are we working efficiently? Who do we need to hire to meet demand? What equipment is available?

Process Improvement What went wrong or right last time? Can we repeat our successes consistently? Are customers satisfied and would

recommend us? Do we know what we are doing?

Page 16: Ims Primavera

Your Business Needs

Communication How many places do I have to go to find

information? Are there issues and do we know of them? Is remote work progress being collected?

Integration Do we have too many touch points? Are touch points working and reliable? Are senders and receivers reconciling?#1 Reasons

projects fail or cost more

Page 17: Ims Primavera

SOFTWARE &SERVICES

Software

Page 18: Ims Primavera

P6 :The right tools for the right

roles…

PM ClientWeb PMWeb RM

Web PortfolioDashboards

CollaborationTimesheets

AdminAPI

Web PMWeb RM

Web PortfolioDashboards

CollaborationTimesheets

API

Web PM (Partial)Dashboards

CollaborationTimesheets

API

TimesheetsAPI

One location for project information

Page 19: Ims Primavera

SOFTWARE &SERVICES

Services

Page 20: Ims Primavera

IMS

Partnership: from consult to full PMO service Process, People, Tools

Process: Can you capitalize on past successes and avoid past issues? IMS offers unique roadmaps to a total project system for your organization that begins with process improvement.

People: Can your team perform to top efficiency? IMS can train and coach your team to use the PM system to accomplish projects of any size. IMS also offers staff to work on your team for any length of project.

Tools: Does your team have access to a system that has ACCURATE and SUPPORTIVE information you can count on for timely decision making? IMS brings world-class tools and best practices together to help you succeed.

Enterprise: Success at all levels for quick wins and long term success using today’s up-to-date & trusted data to tomorrow’s risk-based forecast.

Page 21: Ims Primavera

QUESTIONS?

Thank you!

Page 22: Ims Primavera

Visibility

Visibility What projects to do and when? What are my risks? My ROI? How many more projects do I need to meet

goals?

Dashboards Enterprise Project Structure (EPS)

Page 23: Ims Primavera

Status in One View

Page 24: Ims Primavera

Web-Based Executive Dash Board

Portfolio Wide Visibility

Configurable User Specific Thresholds

Dynamic Drill Down to Real-Time Data

Page 25: Ims Primavera

Executive Dash Board (Continued)

“Project Level” Summary

Consistent User Interface and KPIs

Page 26: Ims Primavera

Executive Dash Board (Continued)

“Project Level” Summary

Consistent User Interface and KPIs

Page 27: Ims Primavera

Executive Dash Board (Continued)

3 simple drill down clicks reveals:

Interior Finishes are the cause

Back

Page 28: Ims Primavera

Project Execution

Project Execution Can I deliver faster rather than late? Is our progress as planned? What changes are happening?

Activity table with interactive Gantt chart Web-accessed activity information: docs,

issues, status WYSIWYN: what you see is what you need

Page 29: Ims Primavera

Manage schedules via the web

Page 30: Ims Primavera

Manage schedules via the web

Back

Page 31: Ims Primavera

Resource Management

Resource Management Are we working efficiently? Who do we need to hire to meet demand? What equipment is available?

Page 32: Ims Primavera

Resource Management

Page 33: Ims Primavera

Resource Management

Page 34: Ims Primavera

Resource Management

Back

Page 35: Ims Primavera

Process Improvement

Process Improvement What went wrong or right last time? Can we repeat our successes consistently? Are customers satisfied and would recommend

us? Do we know what we are doing?

Standardized, consistent reports across project or entire enterprise

Faster project start up Lessons Learned

Page 36: Ims Primavera

Quick start-up with project templates

Page 37: Ims Primavera

Use dashboards to display graphical reports

Back

Page 38: Ims Primavera

Communication

Communication How many places do I have to go to find

information? Are there issues and do we know of them? Is remote work progress being collected?

Page 39: Ims Primavera

Custom Dashboards

Page 40: Ims Primavera

Push standard reports to web users

Back

Page 41: Ims Primavera

Integration

Integration Do we have too many touch points? Are touch points working and reliable? Are senders and receivers reconciling? Can you trust the data you see?

Page 42: Ims Primavera

Integrated System

Page 43: Ims Primavera

Integrated System

Page 44: Ims Primavera

Integrated System

Scheduling Resource Management

Contract Management

Earned Value Management

Change Management

Contractor Integration

Interactive Program Dashboard and Reporting

Work Flow - Collaboration - Document Management

Primavera Integration XML API

Integration Engine

AccountingHuman Resources

Work MgmtHome Grown Systems

Integrated Program Management

Back