Project Management through the Use of Oracle Products

1. Project Management through the Use of Oracle Products Presented by Sandy Kayser and Daniel Williams April 2011

2. Agenda Company Overviews Procedural Background Integrated Systems Reports

3. COMPANY OVERVIEWS

4. Arizona • California • Colorado • Florida • Georgia • Illinois • Kentucky • Maryland • Nevada • NY/New Jersey • N. Carolina • Pennsylvania • S. Carolina • Tennessee • Texas • Virginia

5. Company Overview Founded in 1949, ValleyCrest is the nation’s leading full-service landscape company, offering: • Pre-construction services • Development • Maintenance Burt Sperber & Crew ~ Circa 1949 Key Statistics: • Sales approaching $1 billion • Over 10,000 employees • 112 offices nationwide and in the Caribbean and the United Arab Emirates ValleyCrest Corp. Headquarters ~ 2004 ValleyCrest Corp. Headquarters ~ 2008

6. ValleyCrest Landscape Development Country’s largest landscape construction firm backed by a national network of resources with proven technical superiority, set apart by human ingenuity. • Pre-Construction • Site Development • Landscape • Installation • Irrigation Installation • Water Features • Hardscape • Tree Relocation

8. History Products Managed Services Enterprise Applications Enterprise Solutions Technology Staffing Partners Consulting has over 500 consultants, with headquarters in Buena Park, CA, and operations in Atlanta, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, Orange County (CA), San Diego and San Francisco

9. Credentials Oracle Certified Partner Microsoft Gold Certified Partner Sun Software Solution Award recipient Help Desk Institute Certified SAS 70 compliant Data Center SEI’s Capability Maturity Model Integration (CMMI) Level 5 IBM Business Partner

10. History • 1999 ValleyCrest hires AniWorld to write Estimation Software • 2001 AniWorld creates integrations for ValleyCrest • between Expedition 7.0 and JDE World • 2003 ValleyCrest upgrades to JDE OneWorld • AniWorld becomes Primavera Technical Partner • 2005 ValleyCrest migrates JDE from AS400 to SQL Server • AniWorld acquired by ITresources • 2006 ValleyCrest migrates from OneWorld to EnterpriseOne • 2008 ValleyCrest upgrades to Contract Manager 11 • Partners Consulting, CPSG, and ITresources merge • 2010 ValleyCrest expands operations to Middle East

12. Project Types: • Master Planned Communities • Urban Infill Residential • Single Family Estates • Streetscapes • Assisted Living Facilities Partial Client List: • Lennar • Biltmore Farms • Kennecott Land • Turnberry Associates • Hanover Companies • Trinity Developments Marquee Projects: • Baldwin Park • Independence • The Ramble • Daybreak The Ramble ~ Biltmore Forest, NC LaQuatra Bonci Associates/Cloos Landscape Architects

13. Project Types: • Hotels & Resorts • Gaming • Timeshare • Theme Parks • Stadiums & Arenas • Parks Partial Client List: • The Walt Disney Company • Four Seasons Hotels & Resorts • Hyatt Hotels & Resorts • Gaylord Entertainment • The Kraft Group • McCourt Company Marquee Projects: • Patriots Place • LA Dodgers Stadium • Disney’s Animal Kingdom • Umstead Hotel & Spa • Gaylord Hotels • The Rose Kennedy Grnwy • Firefighter's Memorial • Frog Pond Park Umstead Hotel & Spa ~ Cary, NC EDAW

14. Project Types: • Lifestyle Centers • Urban Mixed-Use • Malls • Restaurants Partial Client List: • Simon Property Group • The Mills Corporation • Steiner + Associates • The Kraft Group • General Growth Properties Marquee Projects: • Downtown Disney • Mall of Millennia • Natick Mall • Northpark Mall Expansion Natick Mall ~ Natick, MA Vanasse Hangen Brustlin, Inc

15. Project Types: • K-9 Schools • High Schools • Colleges & Universities • Museums • Cultural Institutions Partial Client List: • LACMA • Harvard University • MIT • Boston College • Olin College Marquee Projects: • Harvard University • Duke University • MIT • LACMA • Boston College 9/11 Mem. • Wellesley College • Olin College • Wheelock College LACMA ~ Los Angeles, CA

16. Project Types: • Office Buildings • Corporate Campuses • Hospitals Partial Client List: • Howard Hughes Corporation • Turner Construction Company • Draper Labs • F.N. Thompson • Linbeck Construction • Walsh Construction Marquee Projects: • Blue Cross/ Blue Shield • Draper Lab • TIAA-CREF • Federal Express Tech Campus • Massachusetts General Hospital TIAA – CREF ~ Raleigh, NC HGOR

17. The Technical Scoop • Project Management package is Contract Management 11.1 Service Pack 1 (CM) • Financial package is EnterpriseOne 8.12 • ValleyCrest uses SQL 2005 • The SQL servers are HP 460 Blade running Windows 2003 64 bit SQL cluster • Three servers process integrations for over 1000 projects averaging 2000 integrations nightly • The integration servers are HP 460 Blade running Windows 2003 with 8 GB of RAM and 4 processors • Nightly integrations generally take two hours

18. Integration Architecture

19. Why use an Integrated System? • Reduce duplication of effort • Ensure change orders are properly tracked and billed • Utilize information from both systems to produce an accurate projection of project • Reduction in paper output • Maintain integrity between the project management and financial systems • Standardize the Project Management operations

20. Nightly Integrations From EnterpriseOne to Contract Management Projects Purchase Orders Accounts Payable (Invoices) Accounts Receivable (Billings) Actual Costs Payroll (1x a week – Wednesday night) Cost at Complete Margin Analysis Interactive Integrations (Immediate) From Contract Management to EnterpriseOne Budget Change Orders Extra Work Change Orders Internal Budget Revisions From EnterpriseOne to Contract Management Cost Codes Original Budgets Company Contacts Flow of Information

21. Project is set up through Corporate in EnterpriseOne (information obtained through Sales Force) An integration brings project into CM The branch begins control procedures in CM including submittals and RFIs Budget is set up in EnterpriseOne and integrated into CM Estimates, change orders, subcontracts, requests for proposals are created in CM with the change order and subcontract information interactively integrated into EnterpriseOne Purchase orders, invoices, customer billings, subcontractor invoices, payroll are done in EnterpriseOne and brought over nightly through integration Typical Process

22. To maintain accountability and integrity, two different types of audits are performed. Quarterly financial audit Semi-annual branch audit – overall procedures and policies It’s not the IRS but there are audits!

23. Reports • Several types of reports are used to assist in the audits. The reports used for CM are created in InfoMaker. • Cost at Complete – CM • Branch Minutes – CM • Job Status Listing Report – Enterprise One • Accounts Receivable Aging – EnterpriseOne • Margin Analysis – information derived from EnterpriseOne and CM exported into an Excel Spreadsheet

24. Cost at Completion Report

25. Cost at Completion 2

26. Branch Minutes

27. Job Status Listing

28. Job Status Listing 2

29. Accounts Receivable Aging

30. Margin Analysis • One Workbook per Branch • On-demand upload from data warehouse • Used in monthly and quarterly reporting

31. Summary An integrated system allows ValleyCrest to run lean, with a set of uniform business processes that are supported and reinforced by the integrations. System has been stable over 10 years, over many upgrades of PCM and JDE System was easily adapted to Middle East operations

32. Daniel Williams, Senior Integration Engineer, Partners Consulting dwilliams@partnersconsulting.com Sandy Kayser, Contract Management Administrator, ValleyCrest Landscape Development skayser@valleycrest.com www.valleycrest.com and www.partnersconsulting.com