Performance Portfolio ManagementOracle Primavera Integration SolutionManaging Projects and Budget with OBIEE and Primavera

Guident Headquarters198 Van Buren St., Suite 120

Herndon, VA 20170Phone (703) 326-0888

Fax (703) 326-0677www.guident.com

Agenda•Business Problem and Overview

•Process and Technology

•Live Demonstration

•Summary

•Guident

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Customer Issues: Management and Oversight Levels

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Investment

Project

Program

Organization

OBIEE Dashboards Primavera Portfolio

Management

OBIEE Dashboards Primavera Portfolio

Management Primavera P6 Enterprise PPM Primavera Risk Analysis

OBIEE Dashboards Primavera P6 Enterprise PPM Primavera Risk Analysis

OBIEE Dashboards

Program Office

Project Manager

Project Manager

Program Office

Project Manager

Secretary, CFO, CIO

Enterprise Program

Office

Customer Issues: Current and Desired Outcomes

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Current Function Future

Informal and unstructured, with minimal linkage to organizational mission and goals

Governance & Process

Structured governance and processes linked to the mission, objectives and success criteria

Unsupported, inconsistent, untimely, or uninformed

Decision-Making Consistent, timely and informed

Ineffective commitment and utilization of scarce resources Resourcing

Resources effectively and efficiently allocated and utilized

Pervasive and unmanaged risks, lack of visibility

RiskMgmt

Visible and transparent risks, pro-actively managed and mitigated

Little or sub-optimal use of tools to support the process Tools

Appropriately consolidated and utilized to support the process

Missed objectives, wasted resources and public scrutiny

Transparency Accountability Performance

Attained objectives and efficiently utilized resources

Performance Portfolio Management (PPFM) Oracle Primavera

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Ensures the right investment decisions are executed to achieve performance outcomes and strategic mission

Performance Optimization:Scope Risk Quality Cost Schedule

Portfolio Management:Strategy Compliance Accountability

Business Intelligence Enterprise Edition

Primavera Portfolio Management

Primavera P6 Enterprise Project Portfolio Management

Primavera Risk Analysis

PPFM: OBIEE Dashboards

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Oracle Integration PilotGoals:

• Improve planning, decision making, and reviews based on timely facts

• Reduce Data Calls; “enter once reuse many”;

• Incorporate tools for reporting, analysis, and forecasting;

• Provide information for managers at all levels;

• Business Intelligence on top of two Oracle Primavera Portfolio Management (ProSight) instances and other databases

Realized Benefits of Pilot:

• Flexible access to data – view from disparate systems on one screen

• Reduced data manipulation – prebuilt reports customized to user requirements

• Improved Data Quality – highlights discrepancies between systems

• Dashboards for Budget, Action Items, and Risk Summary with drill down to data from multiple systems

PPFM Oracle Integration solution is designed to address additional business and data management challenges

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Vision

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Initiate: Identify InvestmentsGeneral Information

• Description and objectives

• Supported component

• Size of user community

• Organizational impact

• Decisions

How much do I think I need?

• Financials (FY and Color)• High Level Milestones• Risk Assessment

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Initiate: Decide InvestmentsReview Investments side-by-side with ad hoc support

• Scorecard for tabular data

• Maps and dashboards for graphical data

High level information allows initial decisions

Where will I spend my money on Investments?

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Initiate: Identify ProgramsGeneral Information

• Description and objectives

• Supported component

• Size of user community

• Organizational impact

• Decisions

Financials

• Assign to Investment

• % of investment

• Calculates estimated costs

Milestone Plan

Risk Assessment

Where will I spend my money on Projects?

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Plan and Risk-Adjust Projects: Detailed ActivitiesProSight to P6 Bridge

• Project Cost Estimate

• High Level Milestones

P6 for detailed planning

• Activities

• Schedule

• Cost

• Resources

Risk Analysis

• Enable confidence in planned costs, schedule, contingency, and spend plan

• Base decisions on solid plans

• Adjust projects until the risk is acceptable

How much might I spend? Are my estimates valid?

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Prioritize Investments: AnalysisBased on Scoring Model Prioritization and Analysis

• Scorecards

• “Rack & Stack”• Priority and Rank

• Maps

• 5-dimension view of data• What-if Scenarios

• Ad Hoc support “on the fly”

What are my priorities? What else do I need to consider besides score?

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Allocate Funding: Investments•Allocate funding to investments

•Reconcile totals against budget goals

•Assess funding gaps for investments

What will I spend on my Investment priorities?

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Allocate Funding: Projects•Allocate funding to projects

•Adjust projects to allocations

•Conduct Risk Analysis

•Raise Issues

•Continuous process

Based on my Investment allocations, what will I spend on my Projects?

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Adjust Projects: Cost and Schedule•Allocation-Based project Plan

• Adjust Cost, schedule, scope

• Re-Analyze Risk

• Communicate impacts

•P6 for detailed planning

• Activities

• Schedule

• Cost

• Resources

How does funding impact plans and risk?

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Measure Performance: Cost and Schedule•Execute Project and Measure Performance

• Activities

• Schedule

• Cost

• Resources

How am I performing? How much did I spend vs. planned?

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OBIEE Demonstration:• Dashboard: At a Glance• Scoring/Prioritization• Budget Allocations• Risk Adjustments

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Process Vision

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Benefits of Guident Oracle PPFMKey Features Benefit

Supports decisions based on objective scoring and advanced risk analysis

Provides confidence in planning estimates and investment decisions

Monitors and reports on investment performance post funding decision and throughout its lifecycle

Ties together portfolio management and performance management to enhance outcomes

Leverages and reports on information that normally resides in other systems and repositories

Enables data analysis across stove-piped processes and systems

Leverages Business Intelligence Improves transparency and accountability

Builds on a common Oracle technology platform

Increases compliance to industry stands, best practices and agency EA

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Guident Oracle PPFMGuident integrates and improves existing processes and systems to allow the organization to meet the challenges of transparency, accountability, and performance at all levels using a common platform based on Oracle technology for enhanced IT Management:

• Plan and make decisions with confidence using accurate data and reliable estimates

• Gain insight into spending and program performance during execution

• Measure performance at various levels, enabling the allocation of resources to enhance outcomes

• Leverage Business Intelligence to enhance planning, enable decisions, and to improve performance

• Integrate enterprise portfolio management, project portfolio management, risk analysis, and business intelligence in a complete lifecycle solution

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Who We Are…

• Professional Services and Consulting Firm

• Founded in 1996, headquartered in the Washington, DC Metro area

• Over 260 professionals with broad expertise and backgrounds

• Named to Inc. Magazine’s Inc. 5000 list in 2007, 2008, and 2009

• Washington Technology Fast 50 member in 2006, 2007, 2008, and 2009

• Washington Business Journal Fastest Growing Company in 2008

• Guident is appraised at CMMI Level 2

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Sample Client List

Government Sector Commercial Sector

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Guident Core Capabilities

Business Intelligence

Systems Development COTS Implementation Database Services Security Engineering

Portfolio Management (PfM)

Program Management Office (PMO)

IT Strategy & Planning Advisory & Assurance Management support

technology Implementations

BI Strategy & Planning Reporting &

Analytic Solutions Data Warehousing Data Management Business Performance

Management

Systems EngineeringManagement Consulting

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