1

Integration of Oracle E-Business Suite with Oracle Utilities Work and Asset ManagementSession: CON5590September 29, 2014Marriott Marquis - Golden Gate C1/C2

2

Introductions About NEORSD About AST Product Definitions Project Background Integration Lessons Learned Questions

Agenda

3

Donice Bell – Program Manager, NEORSD

Prakash Chhatwani – Senior Practice Director,

AST Corporation

Introductions

4

Our Mission Our History Oracle Platform To serve our customers by leading

effective wastewater and storm water management that protects the health and environment of our region while enhancing quality of life

Created in 1972 (1979 - NEORSD)

Role

• Responsible for planning, financing, constructing, operating and controlling wastewater treatment and disposal facilities, major interceptor sewers and other water pollution control facilities within its service area

Governance

• Board of Trustees

• Financials

• Core - Human Resource

• Advanced Benefits

• iRecruitment

• Self Service

• Purchasing

• iProcurement

• Inventory

• Order Management

• Sourcing

• iSupplier

• Oracle Database 11g

• SOA/BPEL

About NEORSD

National Environment Achievement Award2009 - 2013

Excellence in Management2003, 2007

Supplier Diversity2009

Middle MarketSenior Management2012, 2013

5

Our Services Oracle Partnership Oracle Specialized E-Business Suite

Business Intelligence

EPM-Hyperion

Middleware

CRM

Managed Services

Education / Oracle University

Project Advisory Services

Oracle Platinum Partner

Pillar Partner

• SOA

• Business Intelligence

• Hyperion

Oracle University Approved Education Center

Oracle University Reseller

Oracle Accelerator Implementer

Oracle Managed Cloud Services Implementer

Small Business Strategy Council

EBS Financial Management

EBS Human Capital Management

EBS Supply Chain Management

BI Applications

BI Foundation

Service Oriented Architecture

Application Development Framework 11g

Hyperion Planning 11

Database 11g

Public Sector

3 Time Oracle Excellence Award Winner 2011 Inc. Top Small Company Workplaces

2012-2013 Inc. 5000 Fastest Growing Companies

2012 Best & Brightest Companies to Work For

6

Oracle EBS: Oracle E-Business Suite (R12) Upgrade

Oracle Supply Chain Management Implementation• Six (6) Modules

Oracle Fusion Middleware• SOA and BPEL

Oracle Integration Pack (JSK)

Product Definitions

7

As Is:• Oracle EBS used for FIN and HRMS only• Oracle WAM used for all SCM, Work Orders & Asset Mgt

To Be / Goal: Move Supply Chain functionality from WAM to EBS• Oracle EBS used for SCM (Procurement & Inventory) along with

Financials and HRMS• Oracle WAM used for Work Orders & Asset Mgt only

Business Driver: Need for Asset Costing in WAM (increase operational efficiencies)• Material & Services purchased for work orders• Inventory Items used for work orders

Project Background

8

Pre-Built Integration Packs (PIPs)• Set of pre-built integrations - ‘plug & play’ interface code• Offered in 2 models based on pre-established,

standardized business flowso EBS to WAM model (SCM in EBS) – chosen modelo WAM to EBS model (SCM in WAM)

Integration driven by SOA and BPEL• All mapping, error handling and scheduling of interface

records handled using BPEL processes All records created/interfaced using standard APIs (in

both systems)

Overview of Integration

9

Integration Flow

10

Integration Features

11

Purchase Requisition Integration Purchase Order Integration Receipts Integration Invoice and Payments Integration Material Request Integration Stock Transaction Integration Vendor Integration Accounts Integration Employee and Employee Wages Integration Catalog Integration Store Room Integration Checkout Integration

Integration Points

12

Planning & Approach• Identify: Integration Points, Business Flows,

System of Record for Key Components (Items, Suppliers, Employees, etc.)

• ‘As Is’ documentation (up-to-date)• ‘Familiarization’ - Spend the time to learn the

business flows delivered (as early as possible)• Not really an ‘Out of the Box’ solution• GAPs should be identified (as early as possible)

Lessons Learned

13

Technology Impact• Don’t underestimate time & resources based on the concept of

‘plug & play’• Technology is advanced and can speed up the process but it

doesn’t replace the need foro Timeline – ensure adequate time is provided to:

– Build test environments– Identify GAPs– Test and disposition GAPs

o Resources - skillset and knowledge of the technical components and products

– Technical resources – SOA– Functional resources – Oracle EBS/Oracle WAM– Subject Matter Experts – Business Flows

Lessons Learned

14

Testing• Plan for multiple test iterations• Include unit tests, system integration tests and

even performance tests• Involve business and end users early on in the

testing process• Provide for time between testing iterations to

make decisions and updates• Test complete business flows between WAM and

EBS for exception handling

Lessons Learned

15

Q&A