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OBIA with ERP Upgrade
Jon Given
Saad Syed
September 4th, 2014
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Agenda
ERP Upgrade Process
Reporting Pain Points and Mitigation
Why Now, not Later?
The Emtec Advantage
Closing
2
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Introductions
3
Saad Syed Functional Practice Manager, Emtec • 7+ years of BI experience
• 3+ Years as Solution Consultant & Manager with Emtec
• Background in operational & financial reporting and analytics, with focus on
revenue recognition, cost control, process improvement, and change management.
• (312) 216-6958
Jon Given Director – Oracle Financial Applications • 13 years of ERP and Reporting experience
• Solution Architect and Engagement Manager across PeopleSoft, EBS and Oracle
Cloud ERP applications
• Background across Order to Cash, Procure to Pay and Record to Report business
processes
• (312) 216-6905
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ERP Upgrade Project
•ERP Upgrades occur for a variety of reasons
– Application enhancements
– Technology enhancements
– Support expiration
– Retire customizations
– Implement new modules or functionality
•ERP Upgrades should be treated as formal projects:
– Involves many resources from multiple functional and IT
areas
– Depending on size and complexity of your organization,
upgrade can last anywhere from 4 months to 12 months+
4
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ERP Upgrade Timeline Factors
•Upgrade Approach – Transactional vs Transformational
–Changing Business Processes
–Adding new modules or functionality
–Configuration updates
•Customizations
•Integrations
•Resource availability
•Competing projects or business-driven timings
•User readiness and training approach
•Testing approach
5
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Project Timeline and Tasks
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Project Phases Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7
Project Initiation Phase
Initiation & Planning
Analysis/Design Phase
Fit/Gap Analysis
Initial Upgrade Pass (IUP)
Future State Design
Develop Phase
Configure/Validate IUP
Retrofit Customization
Unit Testing
Test Phase
Move To Production 1
System Test 1
System test 2
Move To Production 2
User Acceptance Testing
End-User Training
Implementation Phase
Go-Live Plan
Final Move to Production
Go/No Decision
Go-Live
Post Implementation Phase
Post Production Support
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BI Opportunities to add value to the upgrade
How do I provide metrics that span
functional and data silos?
How do I prepare for Fusion now?
How do I decrease the load on my ERP
system?
How can I lower my ongoing maintenance
costs?
Functional IT
How do I increase my organization’s
agility?
How can I foster cross functional
collaboration?
How do I push adoption of best practice
KPI’s?
How do I increase the organization’s
resilience?
• An ERP upgrade allows these value adds at low additional cost, making the ROI
easier to justify
• Oracle BI Applications enable these cost-effectively
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Issues with Typical ERP Reporting
• Reliance on ERP reporting tools
creates burden on ERP
performance
• Multiple reports for similar data set
• Lot of IT involvement
• No real BI capabilities
• External data silos are used for
analysis
• High maintenance
• Upgrades are costly and time
consuming
REPORTS
DA
YS
Most Real-time Analysis limited to:
• A few days
• A few users
• A few reports
Real-Time
Only ~2%!
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What Should Happen
Implement Oracle Business
Intelligence Applications
along with your ERP upgrade
9
• Differentiate between Real-Time vs.
Snapshot reporting
• Provide true BI capabilities for your
ERP system
• Enable end-users to get to their data on
their own
• Provide end-users with cross functional
reporting capabilities
• Establish a single version of truth
• Reduce the burden on IT
Take advantage of your upgrade project to:
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Maximizing the Value from Oracle BI Applications
nVision
PS Queries
BI Publisher
Discover
Others
~2% Real-time
Oracle BI Apps
REPORTS
D
A
Y
S
External BI
Reporting
Oracle Transactional
BI
(OTBI)
Oracle BI
Applications
This upgrade FUSION
Custom or
3rd party
DW
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Customization Fit-
Gap Analysis
Why Now?
1
1
Installation & People
Tools Upgrade
Apply
Customizations
Manual Setup
Test and Deploy
Report and External
Silo Fit-Gap Analysis
Report
Customizations
Upgrade External
Reporting/Data Silos
Configure ETL
DW adjustments
Tweak
Dashboards
Rollout
Fit-Gap Analysis
ERP Upgrade ERP Upgrade
With BI Applications
BI Applications
BI Apps only adds a small incremental cost with a lot of Value-Add
Customization Fit-
Gap Analysis
Installation & People
Tools Upgrade
Apply
Customizations
Manual Setup
Test and Deploy
Report and External
Silo Fit-Gap Analysis
Report
Customizations
Configure ETL
DW adjustments
Tweak Dashboards
Rollout
Rollout
Next ERP Upgrade
or Upgrade to Fusion
Customization Fit-
Gap Analysis
Installation & People
Tools Upgrade
Test and Deploy
Report, Analytics Fit-
Gap Analysis
Upgrade BI
Applications
Rollout
Apply
Customizations
Manual Setup
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Reduced Maintenance Costs
Without OBI
Applications
With OBI Applications
Cost Savings
Su
pp
ort
Lab
or
Co
sts
Time
Next ERP upgrade
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Cross functional reporting enables collaboration and agility
How do I proactively manage risks of my receivables portfolio?
How does supplier performance impact customer satisfaction and revenue?
Serv
ice
Customers
Sale
s
Mark
eting
Dis
trib
ution
Fin
ance
HR
/Work
forc
e
Opera
tio
ns
Pro
cure
ment
Customers
Customers
Suppliers
Suppliers
Suppliers
How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance?
13
Oracle BI Applications enable this and your ERP
upgrade is the ideal time to implement
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Additional Benefits
•Validates the upgrade
•Extremely helpful during data validation and UAT of ERP upgrade
•Built for Oracle ERP
–Provides SSO between ERP and Oracle BI
–Leverages ERP Security
–Drill back from OBIA dashboards to ERP transactional screens
•For customers who also have Essbase
–OBIEE integrates seamlessly with Essbase
–Merge your budget and planning data with actuals from ERP system
1
4
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Emtec Advantage
1
5
Functional and IT Expertise
Data Model
Fit-Gap Analysis
Reporting (nVision, etc.)
DAC and Informatica; ODI;
GoldenGate
Data Warehousing and Data
Modeling
OBIEE+
Dashboard Design
Essbase and Planning
Multidimensional Cube on
PeopleSoft data
2-way Integration between
Essbase and OBIEE
(OECB)
ADVANTAGES
• Single cross-functional team for end-to-end solution
• Fast implementation resulting in quick ROI
• Low cost
• Reduced client resource investment
• Reduced risk
ORACLE BI
EXPERTISE
Oracle ERP
EXPERTISE
EPM
EXPERTISE
20 Consultant OBIA team Several OBIA Implementations
BIFS Expertise
OECB Launch Partner
More than 30 consultants
Elite Midwest Oracle Partner
More than 300 Customers
More than 40 consultants
More than 300 customers
Strong Midwest presence
Cross Functional OBIA Team
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Q & A