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10 Things You Can Do Today to Prepare for Oracle

Fusion Applications

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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement

Next Generation ADAPTABILITY• Optimize business flows with process configurability and applications extensibility• Easily integrate with other applications with native SOA• Provide business users with flexible organizational modeling

Next Generation PRODUCTIVITY• Drive optimal operational decisions with embedded business intelligence • Empower information workers with rich, pervasive, personalized user experience• Connect people to people with Enterprise 2.0-enabled business processes

Next Generation MANAGEABILITY• Improve efficiency with centralized financial management components• Protect information privacy and ensure statutory compliance with centralized security,

audit and controls • Achieve superior ownership experience with unmatched manageability

Oracle Fusion ApplicationsDesign Principles

How to Evolve to the Next Generation… and prepare for Oracle Fusion

Follow Application

Best Practices

Prepare your

Roadmap to Fusion

10 Things You Can Do Today to Prepare for Oracle Fusion Applications

Leverage Future-Proof Solutions and Technology TodayExtend the Value of Oracle Applications Unlimited

Rethink your “Customization” StrategyConsolidate your Master DataEmbrace SOA-Based IntegrationExtend your Business Intelligence Applications PortfolioAdopt Enterprise Reporting & PublishingSecure your Global EnterpriseIncrease Information Worker’s ProductivityCentralize your Document ManagementConsider Grid InfrastructureCentralize your Applications Lifecycle Management

1

2

3

4

5

6

7

9

8

10

Applications Best Practices

Keep Current with the Oracle Applications ReleasesInventory your Enterprise Business AssetsPrepare your Roadmap for Fusion applications

A

B

C

Next Generation ADAPTABILITY• Optimize business flows with process configurability and applications extensibility• Easily integrate with other applications with native SOA• Provide business users with flexible organizational modeling

Next Generation PRODUCTIVITY• Drive optimal operational decisions with embedded business intelligence • Empower information workers with rich, pervasive, personalized user experience• Connect people to people with Enterprise 2.0-enabled business processes

Next Generation MANAGEABILITY• Improve efficiency with centralized financial management components• Protect information privacy and ensure statutory compliance with centralized security,

audit and controls • Achieve superior ownership experience with unmatched manageability

How to Evolve to the Next Generation… and prepare for Oracle Fusion

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Applications Best Practices

Applications Best PracticesThings to do today….

Applications Best Practices

Keep Current with the Oracle Applications Releases

Inventory your Enterprise Business Assets

Prepare your Roadmap for the Fusion Applications

A

B

C

Upgrade to the Latest Oracle Applications ReleasesA Glance at What’s New…

• Manufacturing 2.0

• Price Protection

• PIM for Retail

• Warehouse Management Enhancements

• Federal Government Procurement

• AIA Integrations

• Talent Management

• Procurement & Sourcing

• Supplier Data Hub & Site Hub

12.1

Industry Enhancements

9.1

Integrated Talent Management

• Global Trade Mgmt (new product)

• Fleet management

• AIA integrations6.0

7.3 • Enhanced sales and operations

planning

• Extended HCM Leadership with

integrated Talent Management

• Accelerate Period Close

• Enhanced Procure to Pay

• Industry-specific Solutions for Retail, FSI,

Public Sector, Higher Ed

• Enhanced CRM for Higher Ed

• AIA Integrations

• Web 2.0 User Experience

• Loyalty and Self-Service

• Industry-specific enhancements

• AIA integrations

• PRM 2.0

• MSA for iPhone

• Industry Solutions

9.0

A9.1.2

• Complex Project Accounting and Billing

• Dynamic Configuration for Orders

• Industries: E&C, Commercial Real Estate,

Homebuilder, Manufacturing, Food and

Beverage, Professional Services

• Additional Services and Tech

• Configurator & Plant Maintenance

Enhancements

• Industry: E&C

8.1.1

Loyalty , SelfService

16

PRM 2.0

Agile PLM

• AIA integrations

• Enhanced report format / framework

Agile PLM for Process

• AIA integrations

• Formulation, nutrition mgmt & labeling

AutoVue – Enterprise Visualization

• Document format support

• Enhanced VueLink integrations for SAP,

Documentum, Sharepoint, MatrixOne

A

Inventory your Enterprise Business Assets

Your CustomizationsTypes:

ReportsScreens (User Interfaces – UI)Integrations, Interfaces & processes

What are they? For what functional gap?For Integrations, what are their usage characteristics?

Volume, business criticality and frequencySync or async, hub-&-spoke or point-to-point

What technology: how were they built?

B

Inventory your Enterprise Business Assets

Your Master DataWho owns the critical data:

CustomersProductsSuppliersChart of AccountsEmployees

Where it is used? How clean is your data?

B

Prepare a Roadmap for the Fusion Applicationsby Evaluating Strategic Business and IT Drivers

Talk to the Oracle Insight Programhttp://www.oracle.com/insight

Business Roadmap

IT Roadmap

C

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Prepare your IT Roadmap for the Oracle Fusion Applications

Typical Landscape

Issues

• Little standardization

• Many hardwired integrations

• High costs of integrating

applications and technologies

Results in

• Inflexible business processes

• Lack of enterprise visibility

• Users as integrators

Disparate applications & integration technologies are rigid & expensive to maintain

Custom

Legacy Other…

Portal

EAIAnalytics

Mobile

Hosted

Existing Systems & Technology

CRM

Industry

ERP

Dev ToolsDataHubs

Collab

Ap

plic

ati

on

sIn

teg

rati

on

Te

ch

no

log

ies

The Oracle’s Business Platform

From:

• Application-specific

services

• Proprietary, expensive

• Driven by technology

requirements

To:

• Enterprise-wide services

• Standards-based, less

costly

• Driven by business needs

The Oracle Platform Architecture

Oracle Applications

Oracle’s Business Platform

End-to-End Industry Processes

Unified User

Experience

Hosted

Custom

Legacy

ActionableAnalytics

Agile Process Orchestration

ConsistentData

ComprehensiveSecurity

CentralizedDevelopment

Ind

us

try

ER

P

CR

M

Pervasive Business Intelligence

End-to-EndManagement

Existing

Tools &

Infrastructure

Other…Partner

Customization

Integration

Security

Master data

Reporting

Analytics

Management

Infrastructure

3Leverage Future-Proof Solutions and Technology Today

Extend the Value of Oracle Applications Unlimited

Rethink your “Customization” Strategy

Consolidate your Master Data

Embrace SOA-Based Integration

Extend your Business Intelligence Applications Portfolio

Adopt Enterprise Reporting & Publishing

Secure your Global Enterprise

Increase Information Worker’s Productivity

Incorporate Google-like Search

Consider Grid Infrastructure

Centralize your Applications Lifecycle Management

1

2

3

4

5

6

7

9

8

10

Prepare your IT Roadmap for the Fusion Applicationsby Leverage Future-Proof Solutions and Technology Today

10

9

8

7

6

5

43

2

1

9

8

7

5

43

2

1

• Profile Options

• Security Setup

• Parameterization

• Changes the order in which table columns are displayed

• Tailor a query result

• Change the color scheme of the UI

• Add attributes on the display

• Etc….

• Add new functional flows

• Extend or override existing business logic

Rethink your “Customization” StrategyOracle Principles

Configure Personalize

Extend

Customize

1

Rethink your “Extension” Strategyby Engineering for the Future

• Extending the functionality (composite applications)• To complement functionality

• Self-Service functionality• For larger user population

• Empowering information workers through advanced user interfaces• Ajax-style UI to enable “autosuggest” capability• Expose flows, cross apps, through a single UI• Business users dashboards, real-time gauges of transactional

systems and business processes

1

Consolidate your Master Datausing Oracle Master Data Management (MDM)

ORACLE APPLICATIONS

Custom

Legacy

Partner

Centralize & Consolidate Master Data

Oracle master data management (MDM)

(customer, product, supplier, charter of accounts)

Agile Business Processes Oracle SOA Suite

• Delivers single view of central business objects across all applications

• Centralizes cleansing, reduplication, and synchronization

• Enables you to extend and enrich information with your own attributes & external data

2

Common

Object Model

Oracle MDM

Oracle MDM - Fusion upgrade maps

Oracle MDM -

Fusion Edition

Consolidate your Master Datausing Oracle Master Data Management (MDM)

CustomPartner

Legacy

Other Apps…

2

Embrace SOA-Based IntegrationCustomer’s SOA Roadmap with Oracle – Customer’s Options

Option #2: Build your SOA

- Customers’ priorities:• Modify business processes• Introduce new capabilities• Extend business service portfolio

Option #1: Consider pre-built SOA

- Customers’ priorities: • Performance• Scalability• Availability• Security

3

Embrace SOA-Based IntegrationOption #1 - Pre-Built SOA - Oracle AIA

Best Practice Processes

Reference Process Models

Composite Business Flows

Pre-built Composite Processes

30+ PIPs To Date

AIA For Communications

Standardized Composition Framework

100+ Objects, 1000+ Services

Cross Industry and Industry Objects

FMW 10.1.3.4 Certified

3

Application Independent Enterprise Business

Objects and Services Promote Interoperability

Order•Create

•Read

•Update

•Delete

Custom

Legacy

ISV

Oracle

SAP

• Out of the box, library of reusable business services for cross application process automation

• Common semantics foundation to easily build, change and optimize business processes

• Building blocks and methodology to build your Enterprise Business Services

Characteristics

Standardized Representation of Business Data

Extensible Common Object Model

Horizontal and Vertical Content

• Communications

• Insurance

• Utilities

Standards Support:

• UN/CEFACT Core Components Technical Specification

(CCTS), Open Application Group OAGIS, ISO 11179

Inputs from

• Standards: OAGIS, SID…

• Oracle Applications (SEBL, JDE, E-Biz, ..) and Fusion

Applications

Connect systems and technologies

through pre-built, standardized Enterprise

Business Objects and Services

3

AIA Foundation Pack ContentPrebuilt, Standards Compliant Process Models, Objects and Services

Travel

& TransComms

& Media

Complex

Mfg

Consumer

SectorEnergy

Financial

Services

High

TechRetail

Life

Sciences

Public

Sector

and GBU ApplicationsReference

Applications:

SalesProject

ManagementProcurement

Supply Chain

& Order

ManagementFinancials

Human

Resources

Customer

Item

Opportunity

Quote

SalesOrder

Payment

Business Unit

Department

Grade

Job

Position

Worker

AccountingEntry

AccountingPeriod

BankAccount

BusinessCalendar

Chart Of Accounts

CurrencyExchange

Bill Of Materials

BatchProduction Order

DemandForecast

InventoryTransaction

Invoice

Order

PayableInvoice

PaymentTerm

PurchaseOrder

Requisition

Supplier

BlanketPurchase Agreement

ResourceList

ResourceSchedule

ProjectCalendar

ProjectBudget

Project

TimeSheet

Service &

Marketing

InstalledProduct

ServiceRequest

ReceivedPayment

PriceList

Promotion

CustomerInteraction

3

Development tool

Canonical Objects

Content Business Process Definition

SOA Programming Model

SOA Repository

Business Process Design

End To End

Process

Virtualization

Orchestration EnginePlatform

Application Server

AIA Jump-Starts your SOA AdoptionValuable Pre-Built Content and Methodology

Execution Processes

Other

Business Service Repository

AIA Programming Model

Reference Process Models

Oracle JDeveloper

EBOs, EBSs

Oracle BPA Suite

OESB or OSB

Oracle BPEL PM

Oracle AS / WebLogic Server

Content & PlatformSupport

New UI

New/Improved Web Services

Apps Connect./Transform. To Canonical Object

Custom SOA

Integration

Define, Build or Acquire

Define

Define and Build

Define and Build

Multiple Dev Tool

Acquire

Acquire

Acquire

Acquire

To Define

Platform Only

Custom

Custom

Custom

Business Service Repository

AIA Programming Model

Reference Process Models

Oracle JDeveloper

EBOs, EBSs

Oracle BPA Suite

OESB

Oracle BPEL PM

Oracle AS

Predefined

All

Embedded

Included

AIA PIP

Based Integration

Predefined

To Define

AIA FP

Based Integration

Custom but CAF

Custom

Custom but ABCS Generator

3

Embrace SOA-Based IntegrationOption #1 - Pre-Built SOA - Oracle AIA - Fusion Ready!

Back Office Applications

Siebel CRM

Front Office Applications

Create Opportunity

Check Price & Availability

Capture Order

Billing Step N

“Get Account Balance”

Application Independent Web Services

“Update Account Balance…”

Replace with Fusion CRM when ready

Pre-built SOA + AIA Infrastructure delivers IT enabled agility

Ensures interoperability with existing Oracle applications

Provides a phased migration strategy to Fusion Applications

CRM - Fusion Edition

Oracle E-Business Suite

Order Management

3

AIA is Built on Oracle SOA Technologies

Enterprise Business Services

Enterprise Business

Objects

Best Practice Processes

Process Integration

Packs

Application Logic,

Data Services

Account

Order

Customer

Product

CRM HCM SCM FIN

OMBillingHUBTransport

Fusion MiddlewareAIA Content

Oracle BPA Suite

Oracle BPA Suite and JDeveloper IDE

Service Registry and OWSM

Oracle SOA Suite

Oracle Data Integrator

3

Embrace SOA-Based IntegrationOption #2 – Build your own SOA

Oracle PeopleSoft SiebelJD

Edwards

Enterprise Business

Services (out of box)

150(OAG)

200 172 100

Enterprise Service

Operations225 2000 1565 330

Enterprise Business

Events1500 106 1152 250

Modeled Business

Process Support450 769 500 700

Services Repository

AvailableYES(IREP)

YES(ISR)

YES(SR)

YES(ISR)

“Bottom Up” Approach - Supporting SOA with Applications Unlimited

3

Embrace SOA-Based IntegrationOption #2 – Build your own SOA

Front End Application

Biz Processes/Workflows

Business Services

("Composite")

Service Orchestration

Implementation Services

Applications Legacy/Custom

To

p D

ow

n

“Top Down” Approach – Using Oracle BPM Suite and applying business strategy throughout the entire process lifecycle

3

Embrace SOA-Based IntegrationOracle SOA Platform

Oracle JDeveloper Suitehttp://www.oracle.com/tools/jdev_home.html

Model and SimulateOracle BPA Suitehttp://www.oracle.com/us/technologies/soa/025593.htm

Orchestrate & TransformOracle BPEL PMhttp://www.oracle.com/appserver/bpel_home.html

Monitor & OptimizeOracle BAM (Business Activity Monitoring)http://www.oracle.com/appserver/business-activity-monitoring.html

SOA GovernanceWebService Manager and Enterprise Managerhttp://www.oracle.com/tools/jdev_home.html

Oracle Data Integrator (for bulk data transfer/copy)http://www.oracle.com/applications/oracle-data-integrator-technical-overview-white-paper.pdf

3

Embrace SOA-Based Integrationby Leveraging the Best Practice Centers

Oracle E-Business Suite Best Practice Center http://www.oracle.com/technology/tech/fmw4apps/ebs/index.html

PeopleSoft Best Practice Centerhttp://www.oracle.com/technology/tech/fmw4apps/peoplesoft/index.html

Siebel Best Practice Centerhttp://www.oracle.com/technology/tech/fmw4apps/siebel/index.html

JD Edwards Best Practice Centerhttp://www.oracle.com/technology/tech/fmw4apps/jde/index.html

Agile Best Practice Centerhttp://www.oracle.com/technology/tech/fmw4apps/agile/index.html

3

Extend Business Intelligence Applications Portfoliousing Oracle Analytic Applications Built on OBI EE

Daily Business

Intelligence

Enterprise Performance

Management

Siebel Analytics

Enterprise Performance

Management

Oracle Analytic Applications

Certified Today1. Oracle E-Business Suite

2. PeopleSoft Enterprise

3. Siebel

4. JD Edwards EnterpriseOne

4

Extend Business Intelligence Applications Portfoliousing Oracle Analytic Applications Built on OBI EE

Oracle Business Intelligence (BI) Applications

SalesService &Contact Center

Marketing

Order Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

Oracle Business Intelligence Server

Common Enterprise Information Model

Packaged

ETL Maps

UniversalAdapters

Oracle Business Analytics

Warehouse Schema

Travel& Trans

AutoComms.& Media

Complex

Mfg.CPG Energy

FinancialServices

HighTech

Insurance

& Health

LifeSciences

Public Sector

Other Datasources

IVR, ACD, CTI

Hyperion

MS Excel

Syndicated

ORACLE APPLICATIONS

4

Adopt Enterprise Reporting and Publishingwith Oracle Business Intelligence (BI) Publisher

Oracle BI Publisher

Crystal Reports

Actuate

Universal Batch Engine Crystal Reports

Oracle Reports

Certified Today1. Oracle E-Business Suite

2. PeopleSoft Enterprise

3. Siebel

4. JD Edwards EnterpriseOne

5

Adopt Enterprise Reporting and Publishingwith Oracle Business Intelligence (BI) Publisher

Enterprise Reporting Moving from these…

5

Adopt Enterprise Reporting and Publishingwith Oracle Business Intelligence (BI) Publisher

Enterprise Reporting to these…

5

Secure your Global Enterprise by using Oracle Identity Management

Identity Provisioning

Single Sign-On

Certified Today1. Oracle E-Business Suite

2. PeopleSoft Enterprise

3. Siebel

4. JD Edwards EnterpriseOne

6

Access

Control

Directory

Services

Identity

Administration

Authentication &

Authorization

Single Sign-On

Federation

Web Services Security

Identity Lifecycle

Administration

Role & Membership

Administration

Provisioning &

Reconciliation

Compliance Automation

Virtualization

Synchronization

Storage

Service Levels Configuration Performance Automation

Management

Audit & Compliance

Audit Data Attestation Segregation of Duties Controls

Secure your Global Enterprise by using Oracle Identity Management

6

Access

Control

Directory

Services

Identity

Administration

Oracle Access Manager

Oracle Enterprise

Single Sign-On

Oracle Identity Federation

Oracle Web Services

Manager

Oracle Identity Manager

Oracle Virtual Directory

Oracle Internet Directory

(with Directory Integration

Platform)

Oracle Enterprise Manager for Identity Management

Management

Audit & Compliance

Oracle Identity & Access Management Suite

Secure your Global Enterprise by using Oracle Identity Management

6

Increase Information Workers’ ProductivityA) with Oracle Web Center Suite, by Unifying the User Interface and Interaction

Notifications

Email

Discussions

& Presence

Documents

Search

CustomPartner

Legacy

Other Apps…

Business Intelligence Apps

Wiki / Blog

Social

Networks

Integrated, standards based, user interaction suite

7

Increase Information Workers’ ProductivityB) with Incorporating Google-like Search Using Oracle Secure Enterprise Search (SES) for Single, Unified Find

Oracle E-Business

Suite 12.1

Siebel 8.0

Improve User Productivity

• Standard Search are tedious• Relationships and contexts are not

preserved• Expect you to know what you are

searching for

Security during Search

• Very Important to know the user role and data security paradigm that is built into the Applications Logic

The Google Effect

• Search is the starting point• Need to bake it into the product set

7

SEE IT TRY IT KNOW IT DO ITUser Modes

Self-Running Demo Interactive Simulation Testing for Competence Context-Sensitive Help

Increase Information Workers’ ProductivityC) with Oracle User Productivity Kit (UPK) for User Training

7

Manage your Documents CentrallyD) with Oracle Enterprise Content Management (ECM)

Marketing

Sales

Legal

Finance

IT

HR

Production

Accounts

Payable

Regulatory

ComplianceIT Project

Management

Secure Deal

Collaboration

Contract

Management

Marketing and

Brand Management Secure Research &

CollaborationProject

Management

Information

Privacy and

Protection

Policies &

Procedures

Board of

DirectorsClaims

Processing

Business processes are driven by content…

8

Integration of Enterprise Content ManagementUse Cases

Attachments:Replace native application attachment document storesView and attach documents associated with application entitiesProvide enterprise class scalability and functionalityLeverage application content throughout the enterpriseExamples: call centers, employee records (reviews, benefits)

Imaging:Automate paper-based processesProvide imaging, capture, workflow and document task processingHigh document routing and mark-up requirementsExamples: Accounts payable, time & expense management, order management, employee onboarding, etc...

50

8

Application Adapter Releases

• E-Business Suite Adapter for ECM (Imaging and Attachments for Forms apps)

• PeopleSoft Adapter for ECM (Imaging)

• Siebel Adapter for ECM (Attachments)

51

Out Now

• PeopleSoft Adapter for ECM (Attachments)

CY 2009

• JD Edwards Adapter for ECM (Imaging and Attachments)

• E-Business Suite Adapter for ECM (Imaging and Attachments for OAF/HTML apps)

• Siebel Adapter for ECM (update)

CY 2010

8

Tightly Integrated User ExperienceOne-click access to imaged documents

• Retrieve associated images• Access work lists• Resolve exceptions• etc.

• Oracle I/PM is launched from Application UI to:

8

Secure Annotations & RedactionsOracle I/PM Viewer

Browser plug-in and zero foot print viewersAnnotate any contentMarkups individually secured. Enforce redactionsNo changes to original documentSupports 400+ formats

8

Consider Grid Infrastructureand Real Application Clusters

Maximize quality of service and better asset utilization

Resource pooling and sharing Applications Information Servers Storage

Low-cost modular hardware Incremental scaling Self monitoring, self managing Secure Highly Available

Database

Storage

9

Consider Grid Infrastructureusing Oracle’s Maximum Availability Architecture (MAA)

Server Failure

Supply ChainOrder Entry Spare Integral part of Oracle’s Maximum Availability Architecture

Enables applications to mask component failures in infrastructure

Service fails over to surviving node with the Automatic Workload Management

Remove server as single point of failure

9

Centralize Applications Lifecycle Managementwith Oracle Enterprise Manager and Management Packs

Certified Today1. Oracle E-Business Suite

2. PeopleSoft Enterprise

3. Siebel

4. JD Edwards EnterpriseOne

10

Centralize your Applications Managementwith Oracle Application Management Packs

Common Capabilities

• Application monitoring

• Dashboards and reports

• Configuration management

• Transaction tracing

• Root cause analysis and impact

• Discovery and topology views

• Service-level management

• Out-of-the-box service models

• Out-of-the-box transactions

• System component monitoring

Packaged

Applications

Custom

Applications

Application

Services

* Planned

10

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Key Takeaways

• Low risk, “Get your feet wet” projects

• Focus on tactical projects and quick wins:

• BI Publisher

• Enterprise Manager with Applications Packs

• Build your skill set in:

• SOA Platform

• OBI EE

• Oracle Identity Management

• JDeveloper & ADF

Short-Term

(within the year)

• Higher impact projects:

• Standardize your BI

solutions with OBI EE

• Embrace SOA-based

Integration, AIA

• Externalize your

Applications Security

• Inventory and Rethink

your customization to be

Fusion-ready

• Centralize the master

data

Medium-Term

(1 to 5 years)

• Incremental uptake of Fusion

Apps IF and WHEN ready

• The ultimate transformation

to the next generation

organization

Long-Term

(beyond 5 years)

Key TakeawaysLeverage Next Generation Technology Today