jd edwards & peoplesoft 1 _ basheer khan _ fusion apps overview form an implementation...

The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof

Fusion Applica-ons Overview from an Implementa-on Perspec-ve

Basheer Khan

The most comprehensive Oracle applications & technology content under one roof

Agenda

•  Introduc2on •  Understanding Fusion Applica2ons

– Func2onality, Technology, Architecture •  Fusion Applica2ons Implementa2on •  A Quick Peek •  Q & A


Introduc2on


Presenter Bio

•  Basheer Khan – Oracle ACE Director – Fusion Middleware & Applica2ons –  Irvine, California, USA – TwiIer: @bkhan – Blog: khanb.blogspot.com


Oracle ACE Program

•  Designed to recognize and reward members of the Oracle Technology and Applica2ons communi2es for their contribu2ons to those communi2es

•  For more informa2on visit: oracle.com/technetwork/community/oracle-‐ace


Other ACEs at InSync11 Name Twi:er

Chris Muir @chriscmuir

Connor McDonald @connor_mc_d

Craig Shallahamer @cshallahamer

Francisco Munoz Alvarez @fcomunoz

Richard Foote @richardfoote

ScoI Wesley @swesley_perth

Tim Hall @oraclebase


Safe Harbor

The following is intended to outline our general product direc2on. It is intended for informa2on purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or func2onality, and should not be relied upon in making purchasing decisions. The development, release, and 2ming of any features or func2onality described for Oracle’s products remains at the sole discre2on of Oracle.


Fusion Applica2ons Overview


Fusion Applica2ons

•  Unified suite of next-‐genera2on business applica2ons

•  Designed to unify personal and enterprise processes

•  Delivered as a suite but can be adopted modularly

•  Strong func2onal value to exis2ng and new customers


Fusion Applica2ons •  Best prac2ce business processes based on hundreds of years of learning

– 

– 

– 

– 


Fusion Applica2ons

•  Infused with Web 2.0

– Role-‐based User Interface

– Pervasive collabora2on across users

– Networks

– Communi2es


Fusion Applica2ons

•  Embedded Decision Support

– Proac2ve

– Predic2ve

–  In Context

– Ac2onable


Fusion Applica2ons

•  Transforming your business into a next genera2on enterprise

– Next Genera2on Adaptability

– Next Genera2on Produc2vity

– Next Genera2on Manageability


Fusion Applica2ons Func2onality


Fusion Applica2ons Suite (v1) Financial

Management

Common Fusion Applica2ons Data Model and Services

Human Capital Management CRM Supply Chain

Management

Project Por`olio Management Procurement

Governance, Risk &

Compliance


What Is Not Included in v1?

•  Manufacturing •  Planning •  Quality •  Mobile Supply Chain •  Warehouse Management •  CRM for Industry Ver2cals •  Public Sector


Financials Management

•  General Ledger •  Accounts Payable •  Payments & Collec2on •  Asset Management •  Accounts Receivable •  Cash & Expense Mgmt •  Common Modules


Human Capital Management

•  Human Resources •  Global Payroll •  Workforce Lifecycle Manager •  Network at Work •  Performance Management •  Goal Management •  Talent Review •  Compensa2on Management •  Incen2ve Management •  Benefits Management


Supply Chain Management

•  Distributed Order Orchestra2on •  Global Order Promising •  Cost Management •  Logis2cs •  Product Master Management


Project Por`olio Management*

•  Project Cos2ng •  Project Billing •  Project Control •  Project Performance Repor2ng •  Project Analy2cs •  Project Integra2on Gateway

* Dependent on Financials Management implementa2on


Procurement Management

•  Purchasing •  Self Service Procurement •  Sourcing •  Procurement Contracts •  Supplier Portal •  Spend & Performance Analysis

* Dependent on Financials Management implementa2on


Customer Rela2onship Management

•  Sales Performance Op2miza2on •  Sales Produc2vity •  Sales Prospec2ng Op2miza2on


Governance, Risk & Compliance

•  Financial Compliance •  Risk Management •  Segrega2on of Du2es


Fusion User Interface Shell

Global Area

Regional Area

Local Area

Contextual Area


Infused with Web 2.0

Who can help me with this

project?

Which product should I buy?

How can my project team share

information?

Do I know anyone in common with this

customer?

Ra2ngs

Tagging

Communi2es

RSS Feeds

Social Compu2ng


Web 2.0 Features •  Desktop Widgets (like Google) •  Ra2ngs •  Tasks •  Tags (Business Objects -‐ public or private) •  Search Tags, People •  Instant Collabora2on (red triangle) •  Hover over •  Presence •  Wikis, RSS, Communi2es


Fusion Applica2ons Technology


Fusion Applica2ons

•  Built on Oracle Fusion Middleware

–  Industry-‐leading, open standards pla`orm

– Configurable

– Adap2ve

– Secure


Fusion Technology Founda2on •  Complete •  Integrated •  Open •  Best of Breed


Technology Components Component / Feature Product / Technology Database Oracle Database Applica2on Server Oracle Weblogic Server User Interface (Screens) ADF with Java Server Faces (JSF)

(no Oracle Forms, JDE Tools, PeopleTools or Siebel Tools)

Portal / Dashboard Web Center (no Oracle Portal or PeopleSof Enterprise Portal)


Technology Components Component / Feature Product / Technology Unified Data Model Superset of en22es and aIributes of E-‐

Business Suite, PeopleSof, JD Edwards and Siebel.Predominantly from E-‐Business Suite and Siebel. Some of the PeopleSof concepts include: •  Trees •  Date Effec2vity •  Set ID and Business Unit (like E-‐Business

Suite Org ID) •  Person Model (mul2ple assignments

and roles)


Technology Components Component / Feature Product / Technology User Defined Fields Descrip2ve Flex Fields

(DFFs from EBS won over Chart fields from PeopleSof)

AIachments / Imaging Stellant Workflow / Approval Business Process Execu2on Language (BPEL) Reports, Rendering BI Publisher Analy2cs, Data Mining, Queries

Oracle Business Intelligence Enterprise Edi2on (OBIEE)


Technology Components Component / Feature Product / Technology Financial Repor2ng, Consolida2on

Hyperion (replace E-‐Business Suite’s Financial Statement Generator)

Integra2on BPEL, AIA More web services exposed

EDI / XML Gateway BPEL with Integra2on B2B


Required Skills

•  SQL & PL/SQL •  JAVA •  XML – Extended Markup Language •  CSS – Cascading Style Sheets •  XSL – Extensible Stylesheet Language •  JavaScript •  ADF – Applica2on Development Framework •  JSF – Java Server Faces


Required Skills

•  Web Services / SOA •  BPM – Business Process Management •  AIA – Applica2on Integra2on Architecture •  Web Center Suite •  BI Publisher •  OBIEE / Oracle Data Integrator •  Essbase


Fusion Applica2ons Architecture


Data Model & Business Logic Principle Fusion Capability Customer Benefit

Flexible Data Hierarchy Management

Flexible hierarchies for cross line of business processes

Define cross LOB processes more efficiently

Unified Data Model Superset of EBS, PSFT, JDE and SEBL en22es and aIributes

Extend data model while maintaining consistent seman2cs

Flexible Data Striping Flexible enterprise structures for global organiza2ons

Represent global business unit structures beIer

Unified Concepts from Exis2ng and New Apps

Date effec2vity, trees, flex fields, mul2-‐tenancy, etc.

Support upgrades from Apps Unlimited to Fusion Applica2ons


User Interface Principle Fusion Capability Customer Benefit

Composite and Contextual

“What is it you need to know to do what you need to do?”

Process of Me: unify personal and enterprise processes

Role-‐based Professional, casual, mobile and informa2on users

Pervasive delivery in mul2ple modes, devices and channels

Configurable and Extensible

Adap2ve to individual companies, sites and users

Enhance produc2vity for individual users and groups of users

Social and Collabora2ve Social compu2ng, business process collabora2on

Make enterprise processes approachable to new classes of users


Business Process Principle Fusion Capability Customer Benefit

Unified Process Visibility and Analy2cs

Cross-‐organiza2on monitoring, tracing and variance analysis

Achieve process visibility, manage business events and excep2ons

Declara2ve Business Process Defini2on

BPM engine with industry standards: BPMN and BPEL

Define processes collabora2vely between business and IT

Unified Business Process Execu2on

System, human, document workflow in single BPM founda2on

Op2mize processes while ensuring upgradeability

Flexible Business Process Customiza2on

In-‐flight changes to data model, rules, events and processes

Adapt processes in variety of ways to customer and industry needs


Business Intelligence Principle Fusion Capability Customer Benefit

Guided Analy2cs in Context of Business Process

Role-‐based dashboards with consistent security and naviga2on

Improve efficiency with 2mely, in-‐context informa2on

Broad Range of Business Intelligence

Opera2onal repor2ng, what-‐if analysis, analy2c dashboards

Adapt analy2cs to changes in transac2onal and process systems

Consistency Across Business Func2ons

Unified analy2c defini2ons and calcula2ons

Move from insight to ac2on with 360º cross-LOB intelligence

New Predic2ve Analy2c Applica2ons

Data mining-‐driven sales predic2on, trending and forecas2ng

Support execu2ve management needs


Opera2onal Management Principle Fusion Capability Customer Benefit

Iden2ty Management Centralized management of users, privileges and controls

Simplify iden2ty management and controls enforcement

Applica2on Management Unified business services level management

Achieve comprehensive lifecycle management

Systems Management Single point of administra2on for apps and technology

Achieve comprehensive lifecycle management

Deployment Architecture Single instance, pillar or combina2on; On Premise, On Demand or BPO

Choose how to uptake applica2ons


Pla`orm-‐as-‐a-‐Service Principle Fusion Capability Customer Benefit

Flexible Business Processes

Mul2ple customiza2on layers by site, industry and user

Enable adaptable and upgradeable applica2ons

Flexible Data Model Unified seman2cs across transac2ons, processes and analy2cs

Customize with high-‐level seman2c business dic2onary

Flexible UI and Business Logic

Mul2ple customiza2on layers by site, industry and user

Enable SaaS with browser-‐based extensibility

Flexible Business Intelligence

BI updated from changes in data model, process and ad-‐hoc query

Reduce customiza2ons with significant out-‐of-‐the-‐box func2onality


Flexible Deployment Op2ons

ü  Remote Management

ü  Hosted & Managed

ü  On Demand Hybrid

ü  On Premise


Fusion Deployment Op2ons SaaS @Oracle @Customer Private

Sofware License Oracle Customer Customer Customer

Sofware Management Oracle Oracle Oracle Customer

Infrastructure Management Oracle Oracle Customer

Oracle Customer

Data Center Oracle Oracle Customer Customer


Standards-‐based Architecture When the business needs a new or redesigned process

Business people adapt exis2ng applica2ons

Because applica2ons are built as a modular set of re-‐usable services

Based on open standards to ensure interoperability


Fusion Architecture Benefits

Unbreakable Customiza2ons

Lower Cost Pool of IT Talent Lower Cost, Simple Integra2on

1: 11 ra2o

ABAP Programmers

Java Programmers Maintain

Upgrade

Implement 20% ê

Standards-based integration Traditional custom integration

ü Business-‐led configura2on ü No impact on upgrades 40-‐60% faster upgrades

Rapid adop2on

55% ê

50% ê

COST

11x More Java Programmers


Func2onal Setup & Configura2on Principle Fusion Capability Customer Benefit

Setup Migra2on Pre-‐packaged facili2es to move informa2on across systems

Migrate setup data consistently and quickly

Setup Manager

Self-‐service configura2on; integrated planning, management, maintenance, migra2on

Manage all aspects of func2onal setup in one interface

Setup Templates Extensible pre-‐packaged configura2on templates

Customize configura2ons at business user level

Setup Repor2ng Report of actual func2onal configura2on

Accurately report, audit, and validate configura2ons


Func2onal Setup Plan/Configure Implement Migrate Maintain

Implementa-on Manager

Geung Started • Learn and discover what is available

• Research requirements • Analyze impact • Create implementa2on projects

• Select offerings and configure op2ons

Implementa-on Manager Func-onal User Func-onal User

Setup Migrator

• Complete implementa2on project

• Create configura2on package and export setup data

•  Import configura2on package in another instance

Setup Maintenance

• Maintain environment with ongoing setup changes

• Easily update setups due to event or 2me based changes

Setup Task List Manager

• Review and execute assigned setup tasks

• Select features

• Update status • Validate implementa2on


Fusion Setup Manager Empowering enterprises to manage their

changing business needs in less 2me and at lower cost

Change rapidly through self-‐service Change easily through configura2on

Change produc2vely through export/import Change efficiently through guided process … and know your changes through repor2ng

Line

s of B

usiness


Extension Principle

•  Meta-‐driven, Service-‐Oriented Development –  No Programming –  Upgrade Friendly

Code-‐driven

Web Service

Interface

Process

Meta Data


Tailoring Extension Principle

•  Tailoring Fusion Applica2ons using Composers –  Configura2on –  Customiza2on –  Extension –  Personaliza2on –  Localiza2on

•  All of the necessary changes to Fusion Applica2ons you need in order to fit your needs


Behind the Scenes

Base Document

User1’s personaliza2on User1’s Page

User2’s Page

Site “configura2on”

+

+

Provides hierarchy of changes, upgrade resiliency

Metadata Repository

No User

Personaliza2on


Fusion Applica2ons Implementa2on


About Innowave

•  Technology Consul2ng Firm, founded in 2005 •  Headquarters in Irvine, California, USA •  Branches

–  Los Angeles, San Francisco, Penang (Malaysia)

•  Oracle Pla2num Partner –  Specializing in Oracle Applica2ons & Middleware

•  Extensive experience exper2se managing global & local implementa2ons across industry ver2cals

www.innowavetech.com


Types of Projects

•  Oracle Applica2ons (E-‐Business Suite, JD Edwards, PeopleSof, Siebel, Fusion)

–  Implementa2ons – Upgrades –  Customiza2ons & Extensions

•  Oracle Fusion Middleware (BPM, SOA, Governance, OBIEE, ODI, WebCenter, Iden2ty Mgmt)

–  Integra2on (SOA-‐based) – Development (JAVA/ADF/APEX)

www.innowavetech.com


Innowave’s Fusion Involvement

•  Member: Oracle Fusion Inner Circle •  Par2cipated in Hands-‐On Valida2on

– Financials – Projects Por`olio Management – Customer Rela2onship Management – Fusion Setup Manager – Fusion Applica2ons Manager (EMGC)

•  Member: Fusion Early Adopter Program


Why Implement Fusion?

•  Global project delivery •  Distributed resources •  Takes five days to close Financials •  Need increased visibility & project metrics

– Current Accoun2ng & Project Management (hosted) sofware don’t talk to each other

•  We just loved what we saw!


Fusion Modules Financial

Management

Common Fusion Applica2ons Data Model and Services

Human Capital Management CRM Supply Chain

Management

Project Por`olio Management Procurement

Governance, Risk &

Compliance


Fusion Modules

•  Financials – Fusion Financials

•  General Ledger •  Accounts Receivable •  Accounts Payable •  Fixed Assets •  Cash Management

– Fusion Financials Reports Center – Fusion Transac2onal BI for Financials


Fusion Modules

•  Project Por`olio Management – Fusion Project Cos2ng – Fusion Project Billing – Fusion Project Contracts – Fusion Project Control – Fusion Project Performance Repor2ng – Fusion Transac2onal BI for Projects


Fusion Deployment Op2ons SaaS @Oracle @Customer Private

Sofware License Oracle Customer Customer Customer

Sofware Management Oracle Oracle Oracle Customer

Infrastructure Management Oracle Oracle Customer

Oracle Customer

Data Center Oracle Oracle Customer Customer


Implementa2on Phases

•  Phase I – General Ledger – Accounts Receivable – Accounts Payable

•  Phase II –  Fixed Assets –  Cash Management

•  Phase III –  Project Por`olio Management


Implementa2on Team

•  Project Manager (PMP, SCRUM) – 1 •  Super Users (Finance & Projects) – 2 •  Func2onal Consultants (2 EBS, 2 JDE) – 4 •  Fusion Developer – 1 •  Fusion Administrator – 1 •  Fusion Architect – 1 •  Total team members – 10


Implementa2on Methodology

•  Oracle Unified Method (OUM) Presenta2on by David Burke:

– “Do not serve the method, make it serve you” – “OUM must be scaled to fit the project”


Phase I Timeline

1 2 3 4 5 6 7 8

Phase 08/13 08/20 08/27 09/03 09/10 09/17 09/24 10/01

Inception n Elaboration n n n Construction n n n Transition n n n n Production n


Phase I Plan

•  Incep2on (Week 1) – Project Planning – Company-‐wide Kickoff

•  Elabora2on (Weeks 1 – 3) – Current State Workshop – Document Current State – Map & Gap Current State to Future State – Document & Present Future State


Implementa2on Plan

•  Construc2on (Weeks 2 -‐ 4) –  Install CRP instance – Setup Training – End User Training – Perform Setup – Validate & Tweak Setup – CRP instance ready


Implementa2on Plan

•  Transi2on (Weeks 5 -‐ 8) – Conference Room Pilot – Tweak Setup – Data Conversion in CRP Instance – CRP Instance Valida2on – Export Setup from CRP, Import into PROD – Data Conversion in PROD Instance – Go Live!


Where Are We?

•  Week 2 – Planning Complete – Resources Staffed – Project Kicked Off – Name the project contest – Hardware Procured – Current State documented – Map & Gap in progress


A Quick Peek


Basheer Khan [email protected] +1.949.735.4025 @bkhan khanb.blogspot.com

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jd edwards & peoplesoft 1 _ basheer khan _ fusion apps overview form an implementation...

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