Cloud PPM for Project-centric

Service Organizations

Heidi Zee, Managing Partner & CEO, Frontera Consulting

Kevin Beyer, Managing Partner of Global Fusion Services, Frontera Consulting
Fiona Purves, Strategy Director, Oracle

October 01, 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Agenda

1 Empowering Project-Centric Service Organizations

2 Implementing Oracle PPM Cloud at Frontera
3 Demo
4 Release 9 Highlights
5 Summary

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Frontera Consulting Introduction
We are a global consulting organization and leading provider of business and
technology consulting services to organizations ranging from mid-market to
Fortune 500.
• Headquartered in New York with offices in London, Toronto
and Hong Kong – covering operations in North America, EMEA,
and Asia Pacific
• Over 125 consultants worldwide
• IT strategy, process improvement, change management,
system implementation, upgrades and support
• We are a Fusion Cloud Service customer (Live on PPM & Fins)

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Control costs, mitigate risk Accelerate
Delivery Optimize project
Improve Cash performance
Flow &
Profitability
Standardize &
Increase
Professional Improve
billing & Services engagements
payment Drive Increase team
accuracy Engagement productivity
Efficiency
Attract & Retain Top Talent
Reduce turnover of Improve Staffing
valued employees visibility and decisions
Increase utilization & focus resources
on meeting strategic project needs
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 7
Oracle Project Portfolio Management Cloud

HCM Insight &

Performance SOCIAL

Cost Management Budgeting &

& Control Forecasting
Financials MOBILE
Contract Billing & Revenue
Management
PPM Management

Project INTEGRATION
Management & Task Resource
Procurement Scheduling Management Management

Project ANALYTICS
CX Visualization

• Improve Project Profitability • Accelerate Project Delivery

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 Modern Project Management in the Cloud

Immediate Project Insight Drive Insight

Social Project Management

People- Motivated Global Talent
Collaborative Centric

Mobile Connected Workforce

In Control Complete Project Visibility
Ultra-Efficient

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Drive Insight
Right-time decision making

Immediate Project Insight for Everyone

• For VP Services: Proactive insight into project
performance trends with real-time analytics
solutions
• For Business/Project Managers: Identify and
resolve exceptions with self-monitoring projects
• For Project Accountants/Finance Analysts:
Create and modify live reports and perform ad
hoc analysis without IT
• For Team Members: Guide decisions with
contextual transaction intelligence

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People-Centric
Motivated Project Talent

Global Resource Repository

• Powerful search tools to align skills and
experience levels with project delivery
requirements
• Track and manage utilization targets and
resource performance
• Global insight into resource skills and
availability

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Mobile and Collaborative
Secure in-context project collaboration

Social Project Management

• Collaboratively plan, schedule and deliver
projects
• Work socially by sharing project and to-do
tasks
• Manage work in collaboration with others
• Manage and progress tasks – anywhere,
anytime

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Ultra-Efficient
Easy employee experience

User-Centric Design
• Single-click progressing increases productivity
• Extensive spreadsheet and project management
integration for efficiency
• Stay informed of project status with anytime,
anywhere access
• Eliminate manual entry of travel expenses for
on-the-go workforce

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In Control
Single source of project truth

Complete Project Visibility

• Centralized project accounting with enterprise
view of projects
• Standardized project financial and project
execution business processes
• Monitor and track performance and profitability
• Full multi-GAAP, multi-currency, multi-language,
multi-subsidiary support
• Country-specific localizations comply with local
regulations and diverse reporting requirements
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Implementing Oracle PPM Cloud at Frontera

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Frontera Consulting Implementation
• Frontera Background
– Growing consulting practice
– International expansion
– Proprietary system supporting financials, projects, time and expense processing
• Business Goals
– Accurate project budgeting and reporting
– Consolidated global reporting
– Multi-currency processing and reporting
– Modern User Interface

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Frontera Consulting Implementation
• ERP Cloud Selection
– Supports us as we grow
– Cloud application
– Project Performance Dashboards
– OTBI/FR/SmartView reporting
– Familiar (and best-practice) business processes
• Scope
– Financials – multi-ledger, multi-currency
– Project Portfolio Management – Costing and billing
– Expenses – Self-service, mobile expenses
– Time

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Frontera Consulting Implementation
Implementation Highlights

• Cloud approach
– Accelerated Deployment Lifecycle
– Phased Delivery
– Consistent User Involvement
• Project framework - Support Requests & Fusion Success Manager
• Phased adoption of solution set
• Ease of data loaders
• End user transition

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Frontera Consulting Implementation
Benefits Realization
• New system capabilities
– Multi-currency reporting, with a real time P&L
– Comprehensive project management solution - Budget to actual project reporting,
dashboards, workflow, work breakdown structure
• Efficiencies gained
– Consolidated financial reporting
– Automated steps for project billing
– Mobile expenses with image attachments
– Automated payment recording and email remittances
– Increased support and accuracy of VAT reporting

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In the past …
• Time Wasted
• Lost Receipts
• Painful Process

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Fusion Mobile Expenses

• Faster employee payment

• Earlier visibilities of expenses - PMs and
Finance
• Accelerated invoice processing

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Cloud PPM Project Financial Health Case Study
• Business Scenario: Understand and manage budget vs. actuals
• Challenges: Highly manual process to setup and maintain comparison of
project budget vs. actuals
– 0.5 day to set up each new contract
– 4 days per month for data entry and research
– Analysis and research required multiple people’s input and time
• Solution: ERP Cloud PPM Dashboard

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Project Overview

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Project Performance Dashboard

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Project Performance Dashboard

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Project Performance Dashboard

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Project Performance Dashboard

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Track Project Progress

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Review Project Performance

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Frontera Phase 2 and beyond…

Resource Management Procurement

Time Entry

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Release 9 Highlights

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Project Portfolio Management Release 9 Themes
Deliver Insight Drive Profitability

Simplify Solutions Accelerate Delivery

Modernize + Engage

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Project Resource Management
• Resume search
• Cancel or adjust dates for multiple
resource assignments at once
• Assign resource directly to project
• Resource cost & bill planning rates
• Optionally staff resources outside
of Oracle HCM Cloud

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Project Resource Management
• Resume search
• Cancel or adjust dates for multiple
resource assignments at once
• Assign resource directly to project
• Resource cost & bill planning rates
• Optionally staff resources outside
of Oracle HCM Cloud

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Project Resource Management
• Resume search
• Cancel or adjust dates for multiple
resource assignments at once
• Assign resource directly to project
• Resource cost & bill planning rates
• Optionally staff resources outside
of Oracle HCM Cloud

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 35

Project Resource Management
• Resume search
• Cancel or adjust dates for multiple
resource assignments at once
• Assign resource directly to project
• Resource cost & bill planning rates
• Optionally staff resources outside
of Oracle HCM Cloud

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 36

Project Resource Management
• Resume search
• Cancel or adjust dates for multiple
resource assignments at once
• Assign resource directly to project
• Resource cost & bill planning rates
• Optionally staff resources outside
of Oracle HCM Cloud

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 37

Project and Task Management
• Work Plan Templates
• Project Calendar
• Change Management
• Enterprise Project Structure
• Enhanced Progress Management
• Milestone and Deliverable
Management

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Project and Task Management
• Work Plan Templates
• Project Calendar
• Change Management
• Enterprise Project Structure
• Enhanced Progress Management
• Milestone and Deliverable
Management

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 39

Project and Task Management
• Work Plan Templates
• Project Calendar
• Change Management
• Enterprise Project Structure
• Enhanced Progress Management
• Milestone and Deliverable
Management

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 40

Project and Task Management
• Work Plan Templates
• Project Calendar
• Change Management
• Enterprise Project Structure
• Enhanced Progress Management
• Milestone and Deliverable
Management

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 41

Project and Task Management
• Work Plan Templates
• Project Calendar
• Change Management
• Enterprise Project Structure
• Enhanced Progress Management
• Milestone and Deliverable
Management

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Social
• Expanded Uptake of Oracle Social
Network
• Embedded Conversations in Project
Financial Management
• Project Plan Collaboration for
Project Managers and Team
Members

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Social
• Expanded Uptake of Oracle Social
Network
• Embedded Conversations in Project
Financial Management
• Project Plan Collaboration for
Project Managers and Team
Members

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Social
• Expanded Uptake of Oracle Social
Network
• Embedded Conversations in Project
Financial Management
• Project Plan Collaboration for
Project Managers and Team
Members

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 New
Introducing Team Member Mobile
• Manage your tasks conveniently,
anywhere and anytime
• Simple and intuitive UI
• Search and filter for tasks
• Update, progress and add tasks
• Manage work in collaboration with
others

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 New
Introducing Team Member Mobile
• Manage your tasks conveniently,
anywhere and anytime
• Simple and intuitive UI
• Search and filter for tasks
• Update, progress and add tasks
• Manage work in collaboration with
others

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Time and Labor
• Time entry for contingent
workers
• Project and payroll time on the
same timecard
• Time entry based on project
team membership
• Mobile time entry

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Time and Labor
• Time entry for contingent
workers
• Project and payroll time on the
same timecard
• Time entry based on project
team membership
• Mobile time entry

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Time and Labor
• Time entry for contingent
workers
• Project and payroll time on the
same timecard
• Time entry based on project
team membership
• Mobile time entry

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Project Opportunity Management
• Create pursuit and planning
projects from sales opportunities
• Initiated by sales reps or created
automatically
• Capture project opportunity
information
• Reporting and analysis for project
opportunities

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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 52
Modern PPM Imperatives
Core Strategies to Improve Business Outcomes

Deliver the right data at the right time to the right people

Leverage power of social collaboration and mobile tools

Align project talent skills with project delivery requirements

Simplify, standardize and automate project processes

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 RESOURCES
Cloud.Oracle.Com

PPM Release 9 Content

PPM Release 9 Spotlight Video

PPM Cloud on You Tube

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Additional Resources

Meet the Oracle Fusion Project ERP Central @ OpenWorld Demo Grounds
Portfolio Management Experts
Wednesday 1:45 PM Second Floor Foyer at the Westin Moscone West
Metropolitan III Market Street WLC-007 and WLC-008

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Fusion Project Portfolio Management Sessions
Date Time Session Title Location

Mon 9/29 2:15 pm The Future of Project Portfolio Management is in the Cloud Westin Market Street
Metropolitan I

5:00 pm Oracle Project Portfolio Management Cloud: Overview, Strategy Westin Market Street
and Roadmap Metropolitan II

Tues 9/30 10:15 am Budgetary Controls and Fusion Grants Management Cloud Westin Market Street
Service for the Public Sector Metropolitan II

11:30 am Intro to Oracle Fusion Grants Management Cloud Service: Westin Market Street
empower Your Sponsored Program Office Metropolitan II

Wed 10/1 11:15 am Understanding Oracle ERP Cloud Operations and Cloud Westin Market Street
Integration Metropolitan II

12:30 pm Cloud PPM for Project-centric Service Organizations Westin Market Street
Olympic

4:00 pm Accelerate Project Execution with Oracle PPM Cloud Westin Market Street
Metropolitan II

Thu 10/2 9:00 am Modern Project Financial Management in the Cloud Westin Market Street
Metropolitan II

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 56

Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 57
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 58