Oracle E-Business Suite and Microsoft Fusion Applications Development

Transcription

1 <Insert Picture Here> Southern California Public Sector EBS Roundtable Dave Stormoen, Solutions Consulting Manager Oracle Public Sector

2 What is Oracle s Applications Strategy? What is Oracle s EBS Roadmap? What are Fusion Applications? What are Edge Applications? 2

4 Applications Strategy Offer significant functional value with easy to uptake Applications Unlimited releases Deliver Fusion Applications Suite that can be adopted in a modular fashion alongside Applications Unlimited Provide specialized Line of Business Applications and transformative industry processes Enable Oracle s Business Applications to exploit technological advances in Oracle Database and Fusion Middleware 4

5 Complete Solutions. 5

6 Investing In Ma rket Leaders Oracle Acquires A Systematic Acquisition Strategy Oracle Haley Oracle Acquires Best in Class: Oracle Acquires Oracle Stellent Acquires Best in SPL Class: Oracle Best in Class: Content Acquires Tax and Mgmt Siebel Revenue Best in Oracle Management, Class: Acquires Utility Billing Customer PeopleSoft Relationship Best in Management Class: State and Local ERP Oracle Acquires Hyperion Best in Class: Budgeting and Planning Acquires Primavera Technology for BEA Best in Class: Oracle Policy Oracle Project Acquires Automation becomes #1 Scheduling Logical Apps Best in Class: with Best in Governance & Class: Compliance Middleware Monday, October 12,

7 Complete Choice Upgrades Solutions Deployment Applications Unlimited Lifetime Support Continued Innovation Frequent Releases Oracle Applications Suite Family Module Integrations Public Cloud Private Cloud On Premise Hybrid 7

8 Leveraging Oracle s Investment in Technology Oracle Applications Oracle Fusion Middleware Complete and Integrated Middleware Suite to Enable SOA 8

9 Continued Investment Fusion V1.x JD Edwards E CRM On Demand 12 E-Business Suite 12 PeopleSoft Enterprise 9.0 JD Edwards World A9.1 Siebel CRM 8.0 CRM On Demand 13 Hyperion EPM JD Edwards E1 9.0 Demantra 7.2 Agile PLM Agile PLM for Process 5.2 CRM On Demand 15 CRM On Demand 14 E-Business Suite 12.1 PeopleSoft Enterprise 9.1 JD Edwards World A9.2 Demantra 7.3 OTM 6.0 Agile PLM 9.3 Agile PLM for Process 6 Siebel CRM CRM On Demand 16 Fusion V1 E-Business Suite Agile PLM GTM 6.1 OTM 6.1 Hyperion EPM Siebel CRM 8.2 for Pub Sec CRM On Demand 18 CRM On Demand 17 Hyperion EPM 11.x E-Business Suite 12.x PeopleSoft Enterprise 9.x JD Edwards World A9.x JD Edwards E1 9.x Demantra 7.x GTM/OTM 6.x Agile PLM 9.x Agile PLM for Process 6.x Siebel CRM 8.x CRM On Demand 19/20 CY2006 CY2007 CY2008 CY2009 CY2010 CY

11 Oracle E-Business Suite R12 Focused on Financials and Technology Procurement Applications Technology Financials E-Business Suite 12 Supply Chain Human Capital Customer & Master Data Management 11

12 Financials Increase Operational Control and Efficiency New Org Wide Financials Architecture Make Better Project Decisions Flexible Shared Services Model Rules-based accounting engine Unified Bank Account Model Centralized Payments Tax Engine Greater insights with Financials Analytics Complete solution for project business lifecycle reporting Actionable insights with rolebased best practices Centralized administration of shared services Perform processing and reporting across multiple operating units 12

13 Oracle E-Business Suite R12.1 Substantial Value in Every Area Procurement Applications Technology Financials & Projects E-Business Suite 12.1 Customer & Master Data Management Supply Chain Human Capital 13

14 Procurement Reduce All Supply Management Costs Procurement & Spend Oracle Sourcing Supplier Lifecycle Management Spend and procurement analytics and dashboards Optimize strategic sourcing programs esourcing and Sourcing Optimization Two stage RFP evaluation Flexible price tier structures Sourcing Optimization Price Tier Optimization Extend supplier definition Manage supplier qualification processes across organization Perform ongoing risk and performance assessments Track compliance information 16

15 Unified Workcenter for All Procurement Responsibilities Single Access Point for All Responsibilities Professional Buyer s Work Center Negotiations Contracts & Agreements Requisitions PO Execution Supplier Management Invoicing & Payment View exceptions across multiple applications and operating units Create, implement, and execute agreements Analyze performance of procurement & suppliers 17

16 Professional Buyer s Work Center Enable Command & Control for the Procurement Professional Intuitive UI and streamlined workflows Status at-a-glance Multi-Org Access Control for shared services Extensive options for personalization 18

17 Human Capital Management Develop Talent and Reduce HR Costs Improve Talent Management Processes Streamline Sourcing and On Boarding Talent Extend Your Existing HRMS Investments HR Analytics Succession Planning Learning Management Learner Groups, Mandatory Enrollments, and Course Evaluations irecruitment - Employee Referrals and Recruiter and Manager Dashboards Oracle Workforce Lifecycle Management Improve Talent Management Processes with Oracle Performance Management Recruitment analytics Learning analytics Leave and absence management Core workforce architecture enhancements PeopleSoft HR Help Desk Integration 19

18 Improve Talent Management Processes Maintain Employee Talent Information 20

19 Talent Profile Self Service Transactions

20 Timecard Dashboard Usability, Efficiency

21 Streamline Sourcing and On Boarding Talent Oracle irecruitment WHAT S NEW IN 12.1 Employee Referrals Recruiters or hiring managers mark vacancies eligible for employee referral Employees create candidates and refer them to a manager to pursue the candidate Recruiter and Manager Dashboards Direct access to the recent vacancies, new applicants, and recently created or updated offers RESULTS Improves the speed of hire which in turn improves overall recruiting efficiency Engages employees in the acquisition of talent for the organization Reduce time needed for recruitment activities by having access to a summary of all activities 23

22 Applications Technology Increase Value from Applications Increase End-User Productivity Reduce Cost of Ownership Lower Integration Costs Better document publishing Enhanced user experience Pre-built end-user documentation Secure Enterprise Search Web Center integration Lifecycle Management Centralized identity management isetup for data migration Diagnostic Framework Change Management Pack Integration Repository E-Business Suite Adapter Pre-Built integrations with AIA 24

23 Drive Greater End User Productivity Better User Experience Reduced pop-ups and duplicate screens Re-designed and streamlined entire workflows Reduced the number of steps to complete key tasks Improved overall look & feel and visual style Increased personalization capabilities Collections & Payments Loan Management Financial Consolidation Improved Workflow in Targeted Areas Self-Service Purchasing Sourcing Supplier Collaboration Business Intelligence Online Candidate Registration Absence Management Salary Administration 25

24 User Productivity Kit End User Adoption Is Key to Value Realization Effective user adoption is the primary determinant of the success of a project implementation Source: Neochange Copyright 2009 Oracle. All rights reserved. 26

25 Increase User Productivity Business Flows Procedures Simulations 27

26 Lake County Upgrades to Oracle E-Business Suite Release 12.1 on Time Under Budget COMPANY OVERVIEW Lake County has a total area of 1,368 square miles and is located in northeastern Illinois, with Lake Michigan to the east, Wisconsin to the north, and Chicago to the south. With approximately 713,000 residents, it is one of the fastestgrowing counties in Illinois and in the nation. Industry: Public Sector Employees: 3,300 CHALLENGES/OPPORTUNITIES Upgrade the County s existing Oracle enterprise resource planning (ERP) system to ensure Premier Support and to take advantage of enhanced functionality Implement additional modules on the latest version of Oracle E-Business Suite to save time and money SOLUTIONS Oracle Financials Oracle Procurement Oracle Projects Oracle Human Resources Management Suite CUSTOMER PERSPECTIVE Lake County completed the aggressive upgrade on the project timeline and Under budget by $6,000. The County also gained greater visibility into timecards saving time and improving insight, gained drill-down capabilities with transparent sub-ledger accounting that provided greater visibility and cleaner ledgers overall. Users also found the new interface easier to navigate RESULTS Completed the aggressive upgrade within the original project timeline and Under budget by $6,000 Oracle Learning Management On-line enrollment to all employees OTL Enhancements including Timecard dashboard and Net clock Gained capabilities with SLA of greater visibility 28

27 Oracle E-Business Suite Roadmap and some content highlights EBS Field Service Third Party Support Warehouse Services Billing Logistics Service Support for WMS Subcontractor Change Management EAM Work Permit & Safety Selling Services Financial Globalization for India, Brazil, VAT, Argentina, China, Japan etc. Duplicate Expense Management OTL Supervisor Workcenter Contract Lifecycle Management Complete Fed Acquisition Lifecycle US Federal Contracts Printing FAR/DFARS compliant IAE systems integration CLIN/SLIN Hierarchy Configurable Document Numbering PALT Tracking Oracle Federal Financials Integration FPDS-NG and FedBizOpps Integration Applications Management Packs 11gR1 Uptake Diagnostics Integrations: Primavera R12 Integration 11g Foundation Packs 11g Process Integration Packs EBS Service Charges Spares Management ekanban GTM Integration Property Manager Mobile Field Service & Dispatch Enhancements epedigree Integration Serialization at Point of Use Return to Vendor and Rework EBS 12.x Downtime Reduction (11gR2) Middleware Uptake (11g) Payroll to Projects Labor Costing SCM Enhancements HCM Localizations Contract Lifecycle Management for Defense Agencies Oracle Fusion

29 The Driving Force: A New Inflection Point 32

30 Oracle Fusion Applications Delivering Unlimited Business Performance The Fusion Value Proposition Next Generation Productivity Work smarter with intuitive, intelligent and collaborative applications: What you need to know. What you need to do. Who you need to know. How to get it done. Next Generation Adaptability Respond effectively to change with flexible, modular, userdriven business software. Powered by best-in-class business capabilities built on open standards. Next Generation Manageability Deliver faster ROI with tools for rapid setup and flexible deployment models. Protected upgrades. Lower TCO. Power in the hand of the users. 33

31 The New Standard for Work Role-Based User Experience My tasks tell me what I need to do Line of Business Role Manager Role Social networks tell me who I should collaborate with 34

32 The New Standard for Work Context-Driven Applications Contextual Action Contextual Actions Embedded intelligence tells me what I need to know 35

33 The New Standard for Adoption Choice of Deployment Options 36

34 Complete Choice Co-Existence Strategy Protects Your Investment Financial Management Hyperion Fusion GRC Fusion Accounting Hub Procurement Fusion Shared- Service Procurement Project Portfolio Management Human Capital Management E-Business Suite PeopleSoft JD Edwards Fusion Applications Primavera Fusion Talent Management Fusion Project Portfolio Management Fusion Incentive Compensation Supply Chain Management Agile PLM Transportation Management Warehouse Management VCP Fusion Distributed Order Orchestration Fusion Product Hub CRM Siebel CRM CRM On Demand Fusion Sales Planning Fusion Incentive Compensation Fusion Customer Hub 37

36 Edge Applications Complementary Solutions Oracle Policy Automation Governance Risk and Compliance BI Applications User Productivity Kit Master Data Management Contract Lifecycle Management 39

37 Dynamic Legislation and Regulation is Driving the Need to Automate Policies Policy complexity is growing Legislative changes are accelerating Making accurate and consistent decisions is difficult when finely targeted policies are needed to deliver the best outcomes Security, geopolitical and financial events drive frequent legislative changes and high expectations of enforcement Budgetary pressures force efficiencies Costly IT projects and resourceintensive call centers are expected to innovate, and deliver more with less Accountability requires transparency Freedom of information is increasing the pressure from customers and citizens to prove compliance with policies and standards 40

38 Oracle Policy Modeling Structured Natural Language Rules in Microsoft Word The Source legislation or policy Copy, Paste, Markup Executable document in natural language that business users can understand and modify 41 41

39 OPA: Dynamic Interviews Consistent, High-Quality, Interactive Self-service and Call Center Advice Screen authoring for non-technical users easy to maintain Questions automatically created from source document without need for any programming Above: Interview using Oracle Determinations Server web service to drive questions Left: Oracle Web Determinations Asks least number of questions in most logical order to finalize a determination Implement either via a default Web user interface or by wrapping Web Service API 42 42

40 Governance, Risk & Compliance GRC Reporting & Analytics Dashboards Reporting KRI & Alerts GRC Process Management Purpose-built business solutions for key industries and GRC initiatives Audit SOD & Access Identity Mgmt Management Assessment GRC Application Controls Application Configuration GRC Infrastructure Controls Data Security Change Mgmt Issue & Remediation Records Mgmt Custom or Legacy Applications Event & Loss Mgmt Transaction Monitoring Digital Rights Best-in-class GRC core solutions to support all mandates and regulations Pre-integrated with Oracle applications and technology, supports heterogeneous environments 43

41 Employee Update Data Privacy and Data Integrity Mask sensitive data, restrict access to actions Embedded preventive controls restrict access to sensitive data and critical actions proactively using native EBS interface and workflow technology Name Address SSN Salary Supervisor John Doe 123 Main St Center City, NY XXX-XX-XXXXX $ 53, Mary Smith OK Cancel Employees can only view the salary field (can t update) Conceal SSN number if User is NOT from HR dept Disable Invoice Approval for Invoices created by same user 44

42 Oracle BI Applications Suite Complete, Prebuilt, Best Practice Analytics CRM ANALYTICS ERP ANALYTICS SALES MARKETING SERVICE & CONTACT CENTER FINANCIALS PROCUREMENT & SPEND SUPPLY CHAIN & ORDER MGMT Pipeline Analysis Forecast Accuracy Up-sell/Cross-sell Cycle Times Lead Conversion Sales Team Effectiveness PRICE Campaign Effectiveness Customer Insight Product Propensity Market Basket Analysis Campaign ROI LOYALTY Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Service Trends General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management PROJECTS Direct & Indirect Spend Buyer Productivity Contract Compliance Supplier Performance Purchase Cycle Time Employee Expense HUMAN RESOURCES Revenue & Backlog Inventory Analysis Fulfillment Status Customer Status Order Cycle Time BOM Analysis Price Segments Price Waterfall Analysis Deal Life Cycle Deal Desk Analysis Product Pricing Performance Member Demographics Membership Trends Program Revenue Promotion Effectiveness Points Analysis Project Funding and Budget Product Cost Project Revenue Project Billing Project Profitability Employee Productivity Compensation Talent Management Recruiting Analysis Learning Analysis Workforce Profile ORACLE BI SUITE ENTERPRISE EDITION PLUS SOURCE ADAPTERS: AND OTHER OPERATIONAL AND ANALYTIC SOURCES Copyright 2009, Oracle and/or its affiliates. All rights reserved

43 Oracle Master Data Management 46

44 Contract Lifecycle Management Oracle Procurement Today Supports and with CLM: Routine commoditybased procurement More complex direct procurement Work-based contracts for complex procurement Catalog Items Off the shelf, standard procurements Shopping cart model Non-standard procurements Some support today for more complex items and services Progress Payments Major Systems Acquisitions FAR and DFARS Compliance IAE and FSIO support Federal Nomenclature Supports complex and routine contracting Integrated with Financials and other ERP processes 47 47

45 R12+ Knowledge Resources Release Content Documents (RCDs) Oracle University R12 TOI gives a short viewlet on most of the new features and installation guidance My Oracle Support (Metalink) has an extensive series of R12 upgrade documents Pin = EBSBV Most importantly, call your rep 48

46 Questions and Answers 49

47 R12 Customer Success 50