基于项目的供应链运作 - oracle€¦ · costs through better visibility, supply chain...

基于项目的供应链运作一体化的计划、生产、采购和交付

陈亭

甲骨文供应链首席顾问

Current business trends and challengesProjects focused business

Trend toward providing more turnkey installation services

– Costs tied up in long term projects

– Revenue planning and management

Increasing customer expectations

– Customer requiring shorter lead times with persistent supply lead times

– Late Delivery Penalties

– Complex supply chain dependencies

Requirement to plan for and manage risks

– Global supply chain complexities

– Increasingly volatile business conditions

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Agenda


• Oracle Project Driven Supply Chain

• Oracle Project Procurement

• Oracle Supply Chain Event Management

Supply Chain Planning in a project lifecycleKey supply chain decisions impact project delivery

Project feasibility Long lead item planning Capacity planning

New part numbers Sourcing decisions BOM / routing definitions

Manufacturing plans Procurement plans Inventory reservations Change orders

Delivery co-ordination w/ manufacturing Transit time planning Supply planning for installation materials

Remote transactions Billing events Invoice acknowledgement

Resource planning Maintenance forecasting Spare parts planning Repair planning

Bid Assessment and Project Initiation

Design & Engineering

Manufacturing & Procurement

Delivery & Installation

Revenue and Billing


Communication ChallengesIncreasing latency and risks • Silo focused business processes

– Conflicting priorities, objectives, and metrics

– Terminology challenges

– Personality driven

• Phone, email, spreadsheets, and various disconnected project tools

– Error prone manual processes

– Reactive vs. proactive

– Expediting vs. planning

– Delayed responses

– Squeaky wheel mentality

• Voice of customer disconnected from supply chain and finance

ProjectManagement

Engineering

Supply ChainPlanner

Finance


ORACLE Projects Driven Supply ChainBringing the business together for better Projects Execution

Across the entire project lifecycleBid Assessment & Project Initiation




Revenue and Billing

Project Close Out

Production

Scheduling

Demand

Management

Trade

Promotions

Planning &

Optimization

Collaborative

Planning &

VMI

Global Order

Promising

Service

Parts

Planning

Supply &

Distribution

Planning

Event-driven

Simulation

Sales & Operations

Planning

Network Design,Risk Mgmt,

Postponement

PlanningAnalytics

Trusted

Master Data


Oracle PDSC BenefitsImproved project execution across business functions

ProjectManagement

Engineering Supply ChainPlanner

Finance

Predict revenue based on current status of all project plans Predict and minimize late penalty fees Analyze financial impact of what-If scenarios Authorize auto invoice on completion of

revenue milestones

Integrated what-if capability for evaluating new opportunities See Impact of supply chain capability on project

schedules and proactively address Analyze and address risk through contingency

planning Project baseline comparisons to evaluate actual

vs. proposed

Improved visibility into project schedule requirements Integrate item and BOM structures with project

plan Automatic project plan update through

integrated engineering plans Easy mobile updates of task and activity

progress

Visibility into project planning requirements Project prioritization and impact analysis Simulation capability to evaluate demand,

supply, revenue, and cost changes Automate updates to project planning Develop project driven procurement and

production schedules Integrated slot planning


Oracle PDSC BenefitsImproved project execution across the project lifecycle

Get more revenue and improve customer satisfaction through faster and more accurate project initiation and capability analysis

Improve project performance and discipline through interconnected projects and item/project BOM integration





Revenue and Billing

Improve ability to deliver and reduce costs through better visibility, supply chain simulations, integrated planning, and risk management

Better project execution through project management integration with supply chain, service, and service parts planning.

Optimize revenue through comprehensive analytics and what-if analysis. Execute billing from remote mobile application.


Solutions across the project lifecycle

Quickly assess opportunities with project and supply chain simulations

• Respond to bids faster

• Collaboratively determine feasibility and supply chain capability to deliver

• Understand impact of new opportunities on current activities

• Compare alternate scenarios

• Understand supply chain costs

• Initiate forecasts for pre-ordering long lead materials

Project & Supply Chain Simulations

Bid Assessment & Project Initiation




Revenue and Billing



Increase discipline and efficiencies with material resource library

• Select engineering items, production items, and project BOM’s within project

• Manage transition of engineering items and BOMS to production

• Improve project planning with accurate costs, lead times, and risk factors

• Facilitate routing & sourcing definitions

• Cleanse and consolidate data from multiple source systems

Oracle Product Data Hub





Revenue and Billing

Trusted

Master

Data

Siebel

EBS

SAP

GDSN

Other



Improve ability to deliver with supply chain planning

• Initiate supply chain requirements from the project plan schedule

• Update project plan with SC capability

• Improve negotiating position with suppliers through better information

• Minimize execution latency and errors

• Leverage planning to develop feasible manufacturing & procurement plans

• Comprehensive supply chain analytics

Supply Chain Planning





Revenue and Billing



Improve on-time deliveries by proactively managing disruptions

• Identify potential shortage conditions early

• Evaluate alternative scenarios to eliminate shortages or minimize impact

• Automatically communicate capability and status to project manager

• Optimize project plan within project through resource planning

• Comprehensive risk mitigation

Shortage Management





Revenue and Billing



Integrate service and maintenance demand into business planning

• Project manage service and upgrade activity into integrated planning

• Minimize impact of unplanned maintenance and service requirements

• Statistically forecast service parts

• Stocking level optimization

• Multi-echelon inventory policy planning

• Supersession planning





Revenue and Billing

Service and Service Parts



Proactively optimize and shape revenue through integrated business planning

• Include operations, planning, and finance in the planning process

• Provide financial projections by period across projects

• Track revenue, costs, and margins

• Identify opportunities to manage projects to meet revenue targets

• Evaluate alternative scenarios to adjust project milestone deliveries





Revenue and Billing

Integrated Business Planning



Improve ability to deliver through planning & resource management

• Manage resource capacity and constraints at the project level and throughout the supply chain

• Coordinate material deliveries with field and equipment resources

• Incorporate transit times and options in the planning process

• Comprehensive analytics to identify issues and target specific actions





Revenue and Billing

Planning & Resource Management



More effectively manage revenue planning and billing events

• Optimize revenue through increased visibility into an enterprise revenue plan

• Report on and manage all billing milestone events

• Proactively understand and address milestone dependencies and issues

• Remotely initiate milestone events as they occur

• Automate execution of billing events





Revenue and Billing

Revenue and Billing


Project Driven Supply Chain Architecture Overview

Primavera Team MemberMobile Device Updates

Primavera Risk AnalysisRisk Registers, Risk Analysis

Product Information ManagementEngineering Items & BOM, Product Workbench

Advanced Supply Chain Planning, Inventory OptimizationSupply Chain Bills, Multi Organization Planning, Inventory Optimization, Manufacturing & Procurement Plans

E- Business Suite: Account Receivables, Projects BillingProject Bill, Automated Invoice

Rapid PlanningSupply Chain Simulation, Supply Dates Estimation

Advanced Planning & Command CentreException Analysis, Analytics, Supply & Demand

Primavera P6 AnalyticsRevenue Shaping, Executive Summary, Project Analytics

Demantra Demand Management, Advanced Forecasting & Demand ModelingConfigure to Order Forecast, Planning %ages

Primavera P6 EPPMBid & Execution Projects, Templates, Gantt Charts, Project

Feasibility & Simulation, Resource Planning, User Hierarchies, Baseline Projects


…. and refreshes the screen to verify that the interface has completed

Emerson initiates the load to the forecast. This will provide the demand for the

quick supply chain simulation to determine what is doable based on the

supply chain constraints and other projects being worked on.


…. Updates the parameters

And launches the simulation plan

Cindy then creates the plan


…she next drills into the exceptions by organization

…and by item

Cindy first drills into the exceptions for this particular project to

determine what issues the project might have.


… to determine the exceptions so that she can quickly identify and

resolve any issues


Emerson reschedules the plan with the new supply chain planning supplied constrained

dates and compares against the user baseline. He sees that that the supply chain dates

supplied have pushed the project out. He now needs to evaluate if he can compress the

schedule for activities to compensate for the material coming in later than requested.

The transfer optionally uses a “Start On Or Before” constraint or a “Finish On Or After

Constraint” so that Emerson can see the impact of forward or backward scheduling the

material on the project plan.


Quickly assess ability to deliver new projects

Deliver projects on budget and on schedule

Plan, predict, and shape project revenue

Understand and mitigate project risks

Improve communications and project execution

Oracle PDSC will help your business to


Agenda





What is Project Procurement?


Well-Managed Project Procurement is Critical to Success

• Ensures resources are aligned to the work schedule• Supplier relationships and contracts developed AND managed• Orders and deliveries coordinated• Schedule and budget controlled effectively to meet client’s expectations and ensure satisfaction. • Team members and stakeholders collaborate and align decisions to successfully complete project objectives

Project Controls built on INFORMATION not inventory

Reduced Latency, Collaboration, Full Visibility

Operational Challenges

Abnormal wastage and decision latencyHigh degree of wastage due to lack of coordinated

execution

Focus on transactions and reporting rather than on decision making effectiveness

Lack of visibility to objectives, information and plans

Segregated processes and disciplinesHigh degree of interdependency between

traditionally disconnected disciplines

Performance measured on cost rather than alignment to objectives

Disconnected sources of information, including from suppliers

Materials not available

Productivity loss

Quality Issues

Other

Project Management

Purchasing

SourcingProject Planning

ResourceManagement

Procurement


Leadership through Innovation

AcquisitionPlanning

Sourcing

• Sources materials and services

• Contracts with suppliers

• Orders and receives materials and services • Manage large, complex projects with significant percentage of procured

project resources

• Use disconnected systems or processes

• Perceive procurement as only a supporting function

• Focused on collaboration and decisions over transactions, workflow and approvals

• Closely integrates two successful products: Oracle Project Management and Advanced Procurement

Project Buyer

Project Manager

• Establishes acquisition strategy and plans

• Updates schedule and budget

• Manages project change orders

Purchasing Control &Measurement

Oracle Project Procurement is Innovative

Oracle Project Procurement is for Customers Who:


Oracle Project ProcurementAn Integrated Part of Oracle E-Business Suite

Develop

Market

Sell

Order

Plan

Procure

Make

Fulfill

Service

Maintain

Finance

HR

Projects

Contracts

Customers,Suppliers,

Products, …

iProcurement

Supplier Lifecycle Management

Supplier Hub

Oracle Sourcing

Project Management

Project Collaboration

Project Resource Mgmt

Project Costing

Project Billing

Project Portfolio Analysis

Projects Intelligence

Accounting

Inventory

Payables

Oracle Project Procurement


Oracle Project Procurement Solution

AwardsProcurement & Spend Analytics

PAR’s Modifications

Supplier Collaboration

Solicitation &Offer Evaluation

PurchaseRequest

PR Amendments

SupplierLifecycle

Management

BillingProject AnalyticsProject

Performance Reporting

Issue and ChangeManagement

Project Planning

Earned ValueManagement

CostingProgress

ManagementBudgeting &Forecasting

Oracle Project Procurement Payables & PaymentsPaymentsSupplier Invoice Management

Inventory & ReceivingInventory TransactionsInventory Classifications

Projects &Resources

Inventory & Receiving

Financials & Accounting Trx

Procurement & Suppliers

Procurement

Projects

Project Procurement Plan

Item Analysis Portal Supplier Analysis Portal

Project Buyer View

Project Manager View

Command Center


StudioInteractive Business DiscoveryCreate and Share Apps

Endeca ServerHybrid Search/Analytical DatabaseFlexible Data Model

Integration SuiteData Integration and EnrichmentStructured and Unstructured

Unstructured Data

Structured andSemi-Structured Data

Files

Social

EBS Database

EBS Endeca In-Memory Information Discovery

Endeca Integration Server

E-Business Suite Applications

Business Information DiscoveryLeveraging Endeca Integration with E-Business Suite


Collaborative Project Procurement PlanningShared and Measurable Plans

• A collaborative bridge for Projects and Procurement• A single view of procurement status• Establishes acquisition plan for the project: demand,

schedule, budget and objectives• Defines task and location that requires the materials• Benchmark for performance measurement

Project Managers can create orupdate Procurement Plans using:

• A spreadsheet with all details of materials or services needed

• An interface that can be linked with third-party scheduling tools

Project Buyers can update theProcurement Plan using:

• Update actions for each plan line to communicate procurement status

• Association of sources of supply

Project Procurement provides a common, single procurement plan that outlines the acquisition strategy and schedule for a project.


Reduce Wastage and Align DeliveryRole Based Command Center Access for Managing Procurement

.

• View project plans, strategies and objectives

• View consolidated requirements from multiple projects

• Identify best sources of supply or initiate & award negotiations

• View status of negotiations, agreements, orders and deliveries

• Monitor procurement activities

• Identify tasks ready to execute

• Track delivery, budget consumption and perform trial allocation

• Generate requisitions

• Measure results to ensure objectives are met

Choose the best suppliers, materials and services

Re-align quickly to meet objectives

Measure supplier performance

Project Manager View

Project Buyer View

Project Procurement Command Center

Discover problems early Seamless collaboration and

planning Reduce wastage


Empower Decisions with Analysis Portals

• Collect and explore extensive information about materials, services or suppliers from traditionally segregated sources including Supplier Lifecycle Management

• Assess risk of delay, quality issues, price escalation, etc. based on historical information

• Identify alternatives and options based on structured and unstructured information

• Compare historical performance and relationship information

• Correlate information using multiple filtering criteria simultaneously

• Compare items, services and supplier to select the best choice for the project, task or schedule based on current or future demand

• Track current performance to identify issues before they affect the project

Supplier Analysis Portal

Item Analysis Portal


Implement Better Decisions FasterIntegrated Command Center Actions

Create and Manage Negotiations

Initiate RequisitionsMonitor and Measure Procurement View and Update Project

Information• Know when to create requisitions

to ensure items are received on-time

• Select multiple plan-lines and add them to the shopping cart

• Track downstream activity of requisitions based on plans

• Measure supplier performance on a project over the duration

• Measure spending based on supplier status or type

• Measure unplanned spend

• Measure delivery and quality to project objectives

• Initiate negotiations

• Use document builder to create new negotiations

• Track negotiation status

• Compare and award

• Link negotiation outcome as a source of supply

• View tasks and schedules for a project

• Identify tasks affected due to exceptions

• Select multiple tasks and update their status, schedule etc. in one step

• Initiate updates to financial plans

Implement decisions through integrated EBS application actions


Project Manager - Delivery Delay AlertI find my project and access the Procurement Command Center

From the project list in the Project Management project overview page, I can find my project and select the link to open the Procurement command center


An alert informs me that a delivery is delayed and the material will not meet my need by date for the project task.

From the command center, I can also see my work queue for the procurement plan and other key measures I may need to manage the planning and execution of the plan to meet my project’s objectives.

Project Manager - Delivery Delay AlertAn alert informs me that a needed item is delayed…


I select the Analyze Item option to investigate other projects orders for the same Grade 300 steel item.

The material is needed by Jan 15 to start the task, but the promised date is Feb 15. A risk to my schedule!

Project Manager - Delivery Delay AlertI can immediately view the plan line and task with the delayed shipment…


The task for another project that needs the steel is not scheduled to start until after my order will arrive.

I can see their steel order has already been received and there is sufficient quantity for my task.

Project Manager - Delivery Delay AlertI find another project that doesn’t need steel until later…


Project Manager – Check Task ReadinessI regularly check tasks due to start to insure everything is ready…

Using the charts in the Schedule tab, I can apply a filter and see the procurement status of tasks due to start next month. It looks like one of the tasks does not have all materials delivered and received.

I can check the status of the plan line for this item and I see that the supplier is not able to deliver on-time and given a promise date that is a month late


Project Manager – Check Task ReadinessI look for tasks that can be moved to accommodate the delay…

By adjusting the date range filter, my chart now shows tasks due to start in the next two months. I can see another similar task is ready to start.

I can select the tasks I want to adjust and the Update Multiple Tasks option, right from the Procurement Command Center to open and update the task schedule.

Project Buyer – Supplier SelectionI can quickly review the demand from all projects for my category…

Once I apply the category filter, I can review the demand for items in the category for all of my assigned projects. The plan lines table has all of the information I need to determine the criteria I will need to identify the best suppliers.

Once I’ve reviewed the planning information, I use the Analyze Suppliers action link to start finding the best suppliers.


Project Buyer – Supplier SelectionI review agreements to find out if an existing one is the best choice…

The planned item remains in the heading of the page for quick comparison to the suppliers who can provide the item.

The metrics bar and charts can be used to determine if any existing supplier agreements are suitable for the planned item.


Project Buyer – Supplier SelectionI apply criteria to identify the suppliers and start a negotiation…

Using the portal, I can search through my suppliers and all of their performance history. I can apply filters on attributes that match my selection criteria to find the best suppliers to source from

Once I find the best list of suppliers, I can add them to my document builder to start a negotiation


Project Buyer – Supplier SelectionI track the negotiation status and review bid offers…

I can easily see from the command center which negotiations are closed and how many offers I’ve received.

I can use the convenient link to open the negotiation to review the bid offers and begin comparing them.


Oracle Project Procurement Solution

Make the right decisions to realign

Quickly find the best suppliers, materials and services Align procurement decisions to shared critical success factors

for the project

Align acquisition strategy for project success

Shared procurement plan unifies the stakeholders Shared execution strategy on budget, product specification,

quality and schedule drives consistent decisions

Deliver your projects according to plan

Sync specification, quality, budget, need by date to delivery Sync up project schedule to material availability – and track

supplier performance on the fly


Agenda





Supply Chain Event Management Overview

• Tools to enable supply chain event visibility in every link across the extended supply chain.

• Real time visualization of rapidly changing supply and demand picture

• Tools to resolve exceptions

• Flexible presentation layer – Dashboards, text messages, embedded interfaces


Complex Supply Chain process with limited visibility

End to End supply chain tracking with real time updates

Holistic Views – spans all supply chain functions

High Latency / Disjoint Applications

Co-relate events and enable meaningful reports

Inability to visualize, co-relate and resolve exceptions as they occur

Identify exception and provide actionable tasks

.

Pain Point Solution

Supply Chain Event Management Complete Solution

Manual process to determine impact of supply chain delays


SCEM Designer

Supply Chain Event Management Solution Overview

Order Fulfillment Tracking Spare Parts Order Tracking

• Seeded template for Order Fulfillment tracks and correlates events across all links of a multi-tier supply chain

• Every order flowing through multiple departments, multiple suppliers/ carriers, and even countries is tracked through a single screen

• Seeded template for Spare Parts tracking monitors, tracks and correlates events for spare parts orders right from the generation of service request, tasks, export compliance, third party shipment through product receipt

• Jdeveloper extension for comprehensive customizations of master templates and building monitoring applications from ground up declaratively.

• Abstracts all the technology layers, automatically generates all the requisite technology artifacts and its associated connections


Order Fulfillment Order Management Master Template

• End to End Order Tracking

- Booking

- Shipping

- Fulfillment

- Invoicing

• Drop Ship Order Fulfillment

• Get alerted for all critical events

• Quick view for Top Orders

Track Order Fulfillment Process


Spares Parts Order TrackingSpare Parts Order Master Template

• Track End to End Flow

- SR creation

- Task creation

- Order creation & booking

- Shipping

• Get alerted for all critical events

Track Spare Parts Order Flow


JDeveloperExtend and Add using JDeveloper

• Customize existing templates

- Add new events

- Remove unwanted events

- Add new source

- Customize alerts and conditions

• Add brand new flows to track and monitor

JDeveloper Extension


Supply Chain Planning in a project lifecycleKey supply chain decisions impact project delivery

Project feasibility Long lead item planning Capacity planning

New part numbers Sourcing decisions BOM / routing definitions

Manufacturing plans Procurement plans Inventory reservations Change orders

Delivery co-ordination w/ manufacturing Transit time planning Supply planning for installation materials

Remote transactions Billing events Invoice acknowledgement

Resource planning Maintenance forecasting Spare parts planning Repair planning





Revenue and Billing


基于项目的供应链运作 - oracle€¦ · costs through better visibility, supply chain...

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