Oracle E-Business Suite and Oracle Cloud: Practical Coexistence Scenarios

Transcription

1 Oracle E-Business Suite and Oracle Cloud: Practical Coexistence Scenarios Nadia Bendjedou Senior Director, Product Strategy E-Business Suite Development Oracle Corporation

2 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. 2

3 Oracle E-Business Suite Strategy and Roadmap Applications Unlimited - Continuing Innovation E-Business Suite JD Edwards PeopleSoft Siebel Jan 07 Dec 08 May 09 Dec 09 Aug 10 Sep 13 Dec 13 Aug 14

4 Most Complete Cloud Global Human Resources Talent Management Recruiting Financials Financial Reporting Marketing Enterprise Planning Commerce Project Portfolio Management Sales Procurement Service Product Value Chain Social Transportation Management 9 million users 19 billion transactions each day 19 data centers around the world 4

5 Hybrid Deployment: EBS and Oracle Cloud Financials Enterprise Planning Financial Reporting Talent Management E-Business Suite JD Edwards Recruiting Global Human Resources Sales Project Portfolio Management Procurement PeopleSoft Siebel Commerce Service Transportation Management Product Value Chain Social Marketing 5

6 Oracle E-Business Suite And the Cloud Oracle Managed Cloud Services Coexistence with Oracle Cloud Applications 6

7 Oracle Managed Cloud Services Your On-Ramp to the Cloud 7

8 Evolve and Coexist in Oracle Cloud End-to-end Process from On-Premise to the Cloud PROTECT EVOLVE COEXIST Benefits Modern Cloud Platform Stable operations with lower run & maintain costs and fewer Go-Live issues Benefits Like for like or full functional upgrade to latest release Removed need to hire new expertise In-house IT focus on strategic work Benefits Integrate Oracle Cloud Solutions with EBS on Managed Cloud Reliable Transaction Performance Across Clouds Enabled by Certified Configuration Go-Live center Enabled by Power House CEMLI Analysis Automation Service delivery management Enabled by Managed Cloud Integrations Managed Cross-Cloud transaction monitoring 8

9 Oracle E-Business Suite And the Cloud Oracle Managed Cloud Services Coexistence with Oracle Cloud Applications 9

10 Considerations for Cloud Migration and Coexistence What Makes Migration and Coexistence Scenarios Practical Completeness Customization Integration 10

11 Considerations for Cloud Migration and Coexistence Practical Migration and Coexistence Natural Boundaries Pillar Implementation: EBS ERP On-Premise Oracle HCM Cloud EBS ERP On-Premise Oracle CX Cloud Oracle Acquired Products or 3 rd Party Products: OTM, Hyperion Planning and Budgeting, Taleo, TOA, CPQ, RightNow Architecturally Straightforward Integrations: Reporting Revenue Management Sourcing Etc. 15

12 Oracle E-Business Suite and Oracle Cloud Solutions Practical Coexistence Scenarios E-Business Suite and HCM Cloud 1.EBS HCM to Oracle Taleo Cloud Service 2.EBS HCM to Oracle Talent Management Cloud 3.EBS Payroll with Oracle HCM Cloud 4.EBS ERP to Oracle HCM Cloud E-Business Suite and ERP/SCM Cloud 1.FAH for Financial Reporting Cloud Service for EBS 2.Revenue Management Cloud Service for EBS 3.Planning & Budgeting Cloud Service for EBS 4.Project Portfolio Management Cloud to EBS 5.Procurement /Sourcing Cloud for EBS 6.Transportation Management (OTM) Cloud to EBS 7.Global Trade Management (GTM) Cloud to EBS 8.Product Value Chain Cloud to EBS Item Master E-Business Suite and CX Cloud 1.Sales Cloud with EBS Quoting 2.CPQ Cloud to EBS Order Fulfillment 3.Service Cloud (RightNow) to EBS Field Service 4.Field Service Management (TOA) Cloud Service to EBS 5. EBS ERP to Oracle CX Cloud 1. Protect your investment in E-Business Suite 2. Extend the Value of your E-Business Suite 3. Embrace new Innovation with Rapid Deployment of Oracle Cloud Solutions 16

13 Oracle E-Business Suite and HCM Cloud: Practical Scenarios 1. EBS HCM to Oracle Taleo Cloud Service 2. EBS HCM to Oracle Talent Management Cloud 3. EBS Payroll with Oracle HCM Cloud 4. EBS ERP to Oracle HCM Cloud 17

14 Oracle EBS HCM and Oracle Taleo Cloud Service Talent Acquisition Work Structures Person Information New Hire Data Human Resources Advanced Benefits Payroll Time & Labor Learning Management On-Premise 18

15 Oracle EBS HCM and Oracle Talent Management Cloud Talent Review Compensation Performance Management Work Structures Person Information Compensation Social Human Resources Advanced Benefits Payroll Time & Labor Learning Management On-Premise 19

16 E-Business Suite HCM to Oracle Talent Management Cloud Functional Architecture Talent Review Network at Work Oracle HCM Cloud Performance Management Goal Management Compensation Management Core People Jobs Orgs. Competences HR Profiles Comp. Changes Oracle EBS HCM Core People Jobs Orgs. Competences HR Talent Comp. Changes Time and Labor Payroll Benefits 21

17 E-Business Suite HCM to Oracle Talent Management Cloud Integration Architecture: Process Flow Prepare HCM Cloud for Integration Define integration end points and define certain setup manually like legal employer, Person Type, etc. 1 2 Get HCM Cloud Objects Metadata Transform & Generate files in HCM Cloud Objects Shape Export to Zipped file Upload to HCM Cloud Oracle EBS HCM Load data to Interface Tables. Validate and Load Data into HCM Cloud 3 Oracle HCM Cloud

18 E-Business Suite HCM to Oracle Talent Management Cloud Integration Architecture: Data Flow Oracle EBS HCM Employment 1. Person 2. Assignment, Assignment Supervisor 3. Person Profile Talent 1. Competencies 2. Qualification 3. Rating Scales & Levels 4. Schools & Colleges Compensation 1. Salary Basic 2. Salary, Salary Components 3. Element Entries (Bonus, Allowances) Oracle HCM Cloud 23

19 E-Business Suite HCM to Oracle Talent Management Cloud Framework Data Flow: How? EBS To HCM Cloud HCM Cloud To EBS File Based Loader: Simplified high volume data loading based on CSV, XML, DAT Spreadsheet Loader: Simplified Low volume data loading via spreadsheets Web services : Real time data exchange with external systems Staging Area Web Services Oracle HCM Cloud Core HR Benefits Performance Management Goal Management Talent Compensation HCM Extract Analytics HCM Extract : Extract, Transform and format large amounts of complex data BI Publisher : Extract data from HCM Business Object repository in a preformatted template OTBI : Extract data from HCM Business Object repository to provide real-time operational reporting & file creation 24

20 References 1. Fusion HCM Talent Integration Advisor [ID ] 2. E-Business Suite HCM Extraction Toolkit for Fusion HCM Integration Using File Based Loader [ID ] 3. Fusion Human Capital Management File-Based Loader for Release 7 [ID ] 4. Data File Validation for File Based Loader [ID ] 5. Oracle Fusion HCM Extracts Guide Release 5 [ID ] 6. Oracle Fusion HCM Extracts FAQs for Release 5 [ID ] 25

21 Oracle EBS Payroll and Oracle HCM Cloud Talent Review Compensation Performance Management Absence data Pay Values Social Payroll On-Premise 28

22 Scenarios for Support Target releases EBS Release Versions 12.1 (RUP 7) with HCM Cloud R9 PB2 Scenarios for support Just Payroll in EBS and the rest in the HCM Cloud Just Payroll and Absences in EBS and the rest in the HCM Cloud Status Available for Controlled Availability 36

23 Oracle EBS ERP and Oracle HCM Cloud Talent Management Payroll and Compensation Workforce Management Work Structures Person Information Compensation Social Financials Projects Procurement Supply Chain On-Premise 37

24 Oracle E-Business Suite and ERP/SCM Cloud: Practical Scenarios 1. FAH for Financial Reporting Cloud Service for EBS 2. Revenue Management Cloud Service for EBS 3. Planning & Budgeting Cloud Service for EBS 4. Project Portfolio Management Cloud to EBS 5. Procurement Cloud for EBS 6. Transportation Management (OTM) Cloud to EBS 7. Global Trade Management (GTM) Cloud to EBS 8. Product Value Chain Cloud to EBS Item Master 38

25 Financial Accounting Hub (FAH) Reporting Cloud Service Real-Time Multi-Dimensional Reporting /Analytics for your Existing General Ledger Self-Service Mobile Reporting Multi-Dimensional Analytics Dashboards Spreadsheet Integration Balances Reference data synchronization Drilldown General Ledger On-Premise 39

26 FAH Reporting Cloud Service for EBS Financial Reporting for EBS What A cloud reporting platform, with embedded Essbase, that offers extended reporting and analysis against existing accounting information. Out-of-the-box integration with Oracle E-Business Suite Oracle E-Business Suite customers can significantly improve financial reporting and information access with Financial Reporting Cloud s exceptional reporting and analytics platform without disrupting their current financial processes, by streaming balances from their existing E-Business Suite General Ledger into the Fusion Ledger Benefits Solution Overview Stream account balances to the cloud as frequently as needed for near-instant financial analysis and decision support Gain access to the latest financial data in a highly interactive environment 40

27 Interactive Sunburst Visualization of GL Balances 41

28 Account Monitor and View Live Financial Reports View LIVE reports in your output of choice with multi-dimentional analysis and drill down 42

29 Sample Delivered Financial Statements Supports multiple output options: (MS Office, PDF, HTML) Report - Drill Down Export to Excel for further analysis 43

30 Financial Reporting Optimized for Tablet 44

31 View Individual Account Balances Drill to EBS to view the details of this balance 45

32 Drill to EBS for Balance Details 46

33 FAH Reporting Cloud Service for EBS Functional Architecture Oracle E-Business Suite General Ledger Balances COA mapping and synchronization Drilldown Dashboards FAH Reporting Cloud Service Reporting & Analysis Spreadsheet Integration Simplified Setup 47

34 Planning and Budgeting Cloud Service Budget Formulation in the Cloud Powerful Reporting Multi-Dimensional Analytics Dashboards What If Analysis Balances Reference data synchronization Drilldown Budgets General Ledger On-Premise 49

35 Revenue Management Cloud Service for E-Business Suite Simplified Revenue Compliance Automated Compliance Actionable Analytics and Reporting Centralized Dashboard Revenue Sources Reference data Revenue accounting Spreadsheet Integration Order Management Service Contracts Project Billing Receivables GL On-Premise 50

36 Roadmap Project Portfolio Management Cloud to EBS Resources - For Professional Services Project Management Scheduling Progress Project Visualization Projects Resources Hours Task Management Project Costing and Project Billing On-Premise 55

37 Roadmap Project Portfolio Management Cloud to EBS Project and Tasks - For Professional Services Project Visualization Project Management Projects Scheduling Plan & Resources Progress Progress Task Management Project Costing and Project Billing On-Premise 56

38 Negotiations/ Requisitions Reference data synchronization Award/ Agreements Procurement Cloud to EBS Shared Services Analytics, Sourcing, & Contracts Analytics Sourcing Spend Classification Contracts Purchasing, iprocurement, isupplier Portal, Supplier Network, Payment, Procurement Contracts, Service Contracts etc... On-Premise 61

39 References Demystifying Data Integration for the Cloud : WhitePaper Fusion Procurement - Understanding Coexistence Strategies : WhitePaper 63

40 OTM Cloud to Oracle E-Business Suite Planning Execution Financials Order Management Orders Planned Shipments Carrier Appointments Actuals Proof of Delivery Freight Financials Warehouse Management Purchasing Order Management Accounts Payable On-Premise 64

41 OTM Cloud to Oracle E-Business Suite Process 4 Flows 1. Customer Sales Order Booking Rate, route, service options for CSRs 2. Customer Deliveries Plan, execute and track for customer orders 3. Supplier Shipments Plan, execute and track supplier shipments 4. Freight Payment Audit and pay freight invoices 66

42 Flow #1: Order Management Rate & Route Options Customer Sales Order Booking - Rate/Route Query from OM (Basic) EBS Order Mgmt Order Created Rate / Route Request Results Displayed OTM Rate / Route Estimation

43 Flow #2: Customer Deliveries OTM for Outbound Sales Orders No EBS Order Management Order Booked Order Update EBS Shipping Execution Delivery Line Created Delivery Created Trip Created Planned Shipment Pick Release Ship Confirm Close Pickup Stop Order Interface Close Delivery Inventory Interface AR Interface OTM Order Release Created Rate/ Route/ Schedule Planned Shipment Created Planned Shipment Accepted Tender Accept? Yes No Shipment Actual Update Shipment POD Status Update /POD To Freight Pay Flow Re-Tender to Next Carrier

44 Flow #3: Supplier Shipments OTM for Inbound Purchase Orders EBS Purchasing PO Approved PO Shipment Line PO Line Closed Reject OTM Order Base Created Ready To Ship Received Order Release Created Rate/ Route/ Schedule Planned Shipment Created Tender / Book Status Update / POD To Freight Pay Flow

45 Flow #4: Freight Invoices and Accounts Payable Freight Payment No EBS Accounts Payable Approved Invoice Created Voucher Invoice Paid OTM Shipment Complete Auto- Pay? Yes Invoice Created Audit / Pay / Approval No Invoice Received

46 References Oracle Transportation Management Application Integration Changes [ID ] About Oracle Transportation Management Integration with EBS R [ID ] Oracle Financial Management Integration Pack for Oracle Transportation Management and Oracle E-Business Suite - Implementation Guide [ID ] About Oracle Transportation Management Integration with EBS R [ ] 72

47 Roadmap Product Value Chain Cloud Use Case #1: Innovation Mgmt Cloud to Agile PLM to EBS PIM Innovation Management Product Collaboration Item/BOM/ Catalog PIM, Inventory, Cost Management On-Premise 74

48 Item/BOM/ Catalog Reference data synchronization Item/BOM/ Catalog Product Value Chain Cloud Use Case #2: Innovation Mgmt Cloud + Product Development Cloud to EBS PIM Roadmap Innovation Management Product Development PIM, Inventory, Cost Management On-Premise 75

49 Item/BOM/ Catalog Reference data synchronization Item/BOM/ Catalog Roadmap Product Value Chain Cloud Use Case #3: Full Product Value Chain Cloud to EBS PIM Product Development Innovation Management Product Hub PIM, Inventory, Cost Management On-Premise 76

50 Item/BOM/ Catalog Reference data synchronization Item/BOM/ Catalog Roadmap Product Value Chain Cloud Use Case #4: Product Hub Cloud to EBS PIM Product Hub (Standalone MDM Solution) PIM, Inventory On-Premise 77

51 Oracle E-Business Suite and CX Cloud: Practical Scenarios 1. Sales Cloud with EBS Quoting 2. CPQ Cloud to EBS Fulfillment 3. Service Cloud (RightNow) to EBS Field Service 4. Field Service Management (TOA) Cloud Service 78

52 Quotes Oracle Sales Cloud to Oracle E-Business Suite Opportunity to E-Business Suite Quote Opportunity Customer Sales Quote Accounts Contacts Quotes Punch-Out On-Premise 79

53 Oracle Sales Cloud to Oracle E-Business Suite Overview - Oracle Sales Cloud Opportunity to EBS Quoting Opportunity Views EBS Quotes, Configuration, Pricing Create Quotes Update Quotes Customer Center Oracle E-Business Suite Oracle Sales Cloud Accounts Contacts Data Sync Accounts Contacts 81

54 References Integrating Oracle Sales Cloud, Oracle Sales Cloud Release 7 with Oracle E-Business Suite (Doc ID ) Oracle Sales Cloud Release 8 with Oracle E-Business Suite (Doc ID ) 83

55 Installed Base Oracle Service Cloud to EBS Field Service Oracle Service Cloud (RightNow) to EBS Field Service Products Installed Base Customers Entitlement Customers Products Field Service and Mobile Field Service On-Premise 87

56 Oracle Service Cloud to EBS Field Service Functional Architecture: Process Flow RNOW Agent Desktop RNOW Agent Desktop EBS EBS / RNOW EBS Mobile Fred calls into the call center with an issue that requires on-site repair Agent creates a service incident of type Field Repair A shadow SR is created in EBS along with a dispatch task The schedule board can be exposed through the agent desktop allowing the agent to schedule the visit without leaving RNOW Ted the Technician receives the assignment on his mobile device RNOW RNOW EBS EBS Mobile The RNOW incident is closed RNOW agent receives follow up call from Fred. Real-time call made from RNOW to EBS to confirm status. The dispatch task and EBS SR are updated and closed Ted goes on site and performs the requested work. Debrief is done through mobile device Dispatch task scheduling Dispatching the task can be performed by the agent by exposing the schedule board through the agent desktop, by a dispatcher which will be done totally in EBS, or automatically (EBS) depending on the customer s flow. 89

57 Roadmap Field Service Management (TOA) Cloud Service Service Technician Scheduling in the Cloud Routing Mobility Capacity Management Service Request Product, Customer, SLA /Contracts Spare Parts (Inv. Updates) Core Manage Teleservice, Spares Management On-Premise 91

58 Key Takeaway 92

59 Considerations for Cloud Migration and Coexistence What Makes Migration and Coexistence Scenarios Practical Completeness Customization Integration 93

60 Considerations for Cloud Migration and Coexistence Practical Migration and Coexistence Natural Boundaries Pillar Implementation: EBS ERP On-Premise Oracle HCM Cloud EBS ERP On-Premise Oracle CX Cloud Oracle Acquired Products or 3 rd Party Products: OTM, Hyperion Planning and Budgeting, Taleo, TOA, CPQ, RightNow Architecturally Straightforward Integrations: Reporting Revenue Management Sourcing Etc. 94

61 Oracle E-Business Suite and Oracle Cloud Solutions Practical Coexistence Scenarios E-Business Suite and HCM Cloud 1.EBS HCM to Oracle Taleo Cloud Service 2.EBS HCM to Oracle Talent Management Cloud 3.EBS Payroll with Oracle HCM Cloud 4.EBS ERP to Oracle HCM Cloud E-Business Suite and ERP/SCM Cloud 1.FAH for Financial Reporting Cloud Service for EBS 2.Revenue Management Cloud Service for EBS 3.Planning & Budgeting Cloud Service for EBS 4.Project Portfolio Management Cloud to EBS 5.Procurement /Sourcing Cloud for EBS 6.Transportation Management (OTM) Cloud to EBS 7.Global Trade Management (GTM) Cloud to EBS 8.Product Value Chain Cloud to EBS Item Master E-Business Suite and CX Cloud 1.Sales Cloud with EBS Quoting 2.CPQ Cloud to EBS Order Fulfillment 3.Service Cloud (RightNow) to EBS Field Service 4.Field Service Management (TOA) Cloud Service to EBS 5. EBS ERP to Oracle CX Cloud 1. Protect your investment in E-Business Suite 2. Extend the Value of your E-Business Suite 3. Embrace new Innovation with Rapid Deployment of Oracle Cloud Solutions 95

62 Coexistence with Oracle Cloud Solutions For Both and 12.2 Oracle Taleo Cloud Oracle Talent Management Cloud Oracle HCM Cloud Financial Accounting Hub Reporting Cloud Service Revenue Management Cloud Service Planning and Budgeting Cloud Service Oracle Sales Cloud Oracle Marketing Cloud Oracle Service Cloud Oracle Commerce Cloud CPQ Cloud Field Service Management (TOA) Human Capital Asset Lifecycle & Service Financials EBS Manufacturing Projects & Procurement Logistics Oracle PPM Cloud Service Oracle Shared Service Procurement Cloud Product Value Chain Cloud PIM Cloud Transportation Mgt (OTM) Cloud Global Trade Mgt (GTM) Cloud

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