o2c • large and complex • dynamic • widely distributed and customized • cross boundaries...
TRANSCRIPT
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Oracle Business Process Modeling and AnalysisS281458
Pat Krebs Olaf GeyerManager, Business Process Engineering Senior Consultant, IDS Scheer
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Agenda
• What is the Challenge?
• Oracle’s Approach to Business Process Modeling and Analysis (BPA)• Approach, Methodology, Standards, Notation and
Tools
• Business Process Influence on Fusion Application Development
• The Tool
• The Partner
• The Content
• High-level Review of Some of the Current 22 Fusion Business Processes
Our Understanding of Business Process Management
• Business Process Management (BPM) includes a set of activities that organizations perform to either optimize their business processes or adapt them to new organizational needs.
• Important elements include business process modeling and analysis (BPA), orchestration (BPEL), and business activity monitoring (BAM).
• This session focuses on the BPA element and outlines Oracle's approach, methodology, and business process models, along with suggested uses for those models.
What is the Challenge?
• Coordinating business processes is not simple or linear as might be portrayed in the world of traditional task management.
• Business is constantly changing, messy, unordered and chaotic; work activities and tasks have to be processed in parallel.
• Coordination requires the spawning and asynchronous execution of nested tasks and parallel activities
• And it is not just tasks that occur in parallel, but decision-making, distributed computation and the movement of information within the company and across the value chain.
S2S Disconnected
S2S Connected
S2S Expanded
O2C
• Large and complex• Dynamic• Widely distributed and customized• Cross boundaries within and between businesses• Long running• Automated• Both business and technical in nature• Dependent on and supportive of intelligence and
judgment of humans• Difficult to recognize
Characteristics of Processes
• The best way to understand how your business is running - is to understand your processes.
• The first step in doing that is to model your business processes.
• Oracle will enable you to model and understand your business processes - including pre-built content.
What is the Answer?
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Oracle’s Approach to Business Process Modeling & Analysis (BPA)
Background
• Executive Directive• Business Process Modeling to be the foundation for Fusion
development processes throughout the APM lifecycle
• Why?• Customers demand it• Competition delivers it• Can’t assess Product Line capabilities without it• Can’t build process-centric applications without it• Makes upgrades to Fusion easier
Business Process Model Value Proposition: Internal Value (Application Development)
1. Promote Business Process Centric Design vs. Product Centric Design
Articulate and ensure we have seamless business process support across multiple products and product lines
• Used by strategy to communicate BRD application requirements from a business process perspective
• Used by strategy to analyze, define and communicate BI requirements from a business process perspective
• Used by strategy and development to analyze and define industry functionality variations from a business process perspective
Business Process Model Value Proposition: Internal Value (Application Development)
2. Provide High Level Business Process Context and Understanding
Provide development with a high-level abstraction for understanding where what they are building fits in to the overall business process picture
• Used by developers to understand the business context for the tasks they are developing application functionality for
• Used by developers to analyze SOA opportunities• Used by developers to analyze and design BPEL opportunities• Used by developers to analyze, design and define application security objects• Used by UX to create page flow designs• Used by system testers to create and test task flows, particularly those task
flows that cross product and product line boundaries
Business Process Model Value Proposition: Internal Value (Application Development)
3. Provide Framework for all Associated Business Process Centric Deliverables
Ensure that all business process-related deliverables are organized and presented in the same consistent way
• Used by Business Flow Accelerators teams to scope and organize corresponding implementation accelerator tools and guidance
• Used by Tutor developers to scope and organize corresponding end-user procedures• Used by Documentation teams to organize and present process related application
content• Used by Training teams to organize and present process related application content
Business Process Model Value Proposition: External Value (Field Readiness)
1. Provide customers with a High-Level Abstraction of Business Processes across Products
Provide application task flow intelligence for implementation fit/gap analysis and project management by customers and implementers
Demonstrate to customers prior to Fusion v1 the analysis and design effort being put into Fusion development
Business Process Model Value Proposition: External Value (Field Readiness)
2. Provide sales collateral that shows we understand the business process
Provide abstract business process material for marketing and sales content
Provide business process content for sales demos
Modeling Approach, Methodology, Standards
• Role-based swimlane workflow modeling
• 4 levels of decomposition
• Top 3 levels are conceptual
• SOA services appear on 3rd level
• 4th level is application specific
• Tasks on lowest level should represent application page or service
• Process integration points appear on lowest level
• Standard model template and notation established
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Business Process Influence on Fusion Application Development
What are We Doing for Fusion?
Process-Driven Development• Business process models must be created and analyzed for
each application development project
• Multiple sets of current state models analyzed and rationalized, and a Fusion model converging all functionality created
Oracle BPA Suite
What are We Doing for Fusion?
Standards Based• BPMN, BPEL compliant• Established business process modeling approach,
methodology, standards, notation, and procedures• Central team provides training, guidance, coaching, and
support to development teams; control and oversight of completed models
• Central maintenance of conceptual business process layers; detailed application ‘blueprints’ depict how the applications flow within the conceptual business process context
• Central maintenance of role definitions used for all role-based initiatives
• Corporate business process library• Models planned for release to customers
BPM and APM Lifecycle
SystemTest
Oracle
Customers & Partners ApplicationImplementation
ApplicationManagement
User Training
BPMAll Levels
Fit-gap AnalysisProcess Simulation
ConfigurationExtensions/Customizations
BPMAll Levels
Work ProceduresTraining Material
BPMAll Levels
OperationsMonitoring
Configuration/Change
Field Readiness
ApplicationMaintenance
BPM Level3 - 4
BugEnhancement
BPMAll Levels
DemoTraining
DocumentationReference Models
RequirementsAnalysis
BPMLevel 3
BRD
Requirements
ApplicationDesign
BPMLevel 3 – 4
Page FlowUsability TestFnctl DesignTech Design
Design
ApplicationDevelopment
BPMLevel 3- 4
CodeUnit Tests
Documentation
Construct
Functional& Market
Assessment
Strategy
ProductScope
ReleasePlanning
BPMLevel 0 – 2
Analysisand
Communication
Launch Maintenance
BPMLevel 3 – 4
System TestUpgrade TestMigration Test
Integration Test
Integration & Test
BPMLevel 0 –2
Analysisand
Communication
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The Tool
Presenting Our New Tool!
• August 2nd, 2006, Oracle announces new relationship with IDS Scheer!
• "Together, Oracle and IDS Scheer are delivering the industry's only open, standards-based BPM offering that meets the unique needs of business analysts and developers."
- Amlan Debnath, VP Server Technologies, Oracle
Oracle Business Process Analysis Suite
• OEM Agreement• ARIS Process Design Platform, IDS Scheer• Oracle Business Process Analysis Suite as part of
Oracle Fusion Middleware:• To provide modeling, simulation and publishing of business
process models• To support process execution, monitoring and optimization
through Oracle BPEL Process Manager and Oracle Business Activity Monitoring
A Comprehensive Platform for Business Process ManagementAccording to a recent survey in The Economist, CEOs and CIOs from over 1,000 companies worldwide agree that innovation in business processes is a greater source of competitive advantage than innovation in particular products or services. Oracle Business Process Analysis (BPA) Suite speeds process innovation by rapidly modeling business processes and converting them into IT executables. Oracle BPA Suite, based on the market leading IDS Scheer ARIS Design Platform, delivers a comprehensive set of integrated products that allows business users to design, model, simulate, and optimize business processes to achieve maximum operational efficiency. Now you can narrow your company's "strategy to execution" gap with Oracle BPA Suite.
Oracle Business Process Analysis Suite
COMPONENTS• Business Process Architect—Standards-based tool for process
modeling. Uses various standards-based notations and templates such as BPMN, EPC, etc.
• Business Process Repository—Server component for sharing the process repository across multiple users in a collaborative environment
• Business Process Simulator—Tool for simulating the process models based on a set of discrete events to do "what if" analysis
• Business Process Publisher—Publishes process models to a large audience outside of the core team designing the process models
Oracle Business Process Analysis Suite
Newly Rebranded Oracle BPA Suite Tool
BPA Tool Strategy: Planned Phased Internal User Uptake
Phase 1 – Communication, reference; loosely integrate into APM• Fusion functional assessment (Visio, Excel)• Create conceptual task flows at BRD (Visio)• Create conceptual role definitions; leveraged by UX, app security, RBAK, BI (Visio, Excel)• Create detailed task flows at FDD; leveraged by UX, app development, integration test,
implementation consultants (BPA tool)• Deliver standardized reference models for customers (potential 22,500 customers);
leverage by Sales, Marketing, Training, Tutor (BPA tool)Phase 2 – Build, integrate with JDeveloper logical design layer; tightly integrate into APM
• Quicker requirements communication to developers• Launch prescribed design template• Leverage logical designs as process taxonomy for lifecycle management• Leverage logical designs for contextual help and Tutor procedures• Use directly for sales demos
Phase 3 – Integrate with BPEL Manager• Communicate business requirements for BPEL implementation• Synchronize conceptual and logical BPEL design to ensure business requirement correctly
implemented
BPA Tool Strategy: Phased External User Uptake
Phase 1 – Communication, reference; loosely integrate into process lifecycle management
• Implementation fit/gap analysis• Implementation project management• Process engineering/re-engineering analysis• Corporate compliance management analysis• End-user training
Phase 2 – Tightly integrate into process lifecycle management• Adaptable automated business process configuration and change management• Integrated with applications to configure implementation, rules, launch pages• Integrated with ISR to manage integration points• Integrated with Tutor to manage customer-specific end-user policies and procedures
Phase 3 – Integrate with BPEL Manager• Communicate business requirements for BPEL implementation• Synchronize conceptual and logical BPEL design to ensure business requirement correctly
implemented
BPA Tool Strategy: Planned Integration with Internal Tools
JDeveloper
BPEL Manager
Applications• Launch application pages
• Configure applications
• Contextual help
Tutor
Sales Demo tool
Integration Services Repository
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The Partner
Why IDS Scheer and ARIS?
• Market Leader• Established Vendor/Company• Relationships with Multiple ISVs• We can Benefit from SAP’s Lessons Learned• Highest Level of Technical Compatibility with Oracle
Development Tools • Object Extensibility and Attribute Definition
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The Content
BPM Architecture4 Levels
Conc
eptu
al M
odel Product Agnostic
Level 0Industry
Level 1Business Process
Model(Depicts Detailed Business Process
flow)
Level 2Detailed Business Process Model
(Depicts activity flow)
Level 3Activity Model (Depicts application task flow)
Tasks are shown on activity models. They are not a model level. There are ~5-6K tasks on the various activity models.
~30 Models
22 Models
~200 Models
This is the levelwhere we manageusers
~1000 Models
L0 IndustryConceptual representation of processes in an entire enterprise
L1 Business ProcessConceptual representation of major end-to-end business process
L2 Detailed Business Process
Breakdown and conceptual representation of logical part of an end-to-end business process
L3 ActivityBreakdown of one activity from the detailed business process. Depicts a group of related tasks that are required to perform the activity.
Abstract very high-level summary of all end-to-end processes
Abstract high-level logical summary of one end-to-end process; no implementation details
Still abstract; no implementation details; however conceptual analytic and implementation requirements can be prescribed
Detailed; application-specific task flows are shown; detailed analytics and integration points are represented
SOA and BPEL details can be added
Another View of the Levels…
What are We Doing for Fusion?
L0-Industry
L1-Business Process
L2-Detailed Business Process
L3-Activity
Business ProcessName
DescriptionHierarchy Index NumberPriority Level
PK
Detailed Business ProcessName
DescriptionHierarchy Index NumberPriority Level
PK
Activity
NamePK
DescriptionHierarchy Index NumberPriority LevelIndustry ExceptionGlobal ExceptionApproval Status
Task
NamePK
DescriptionHierarchy Index NumberAnalytic TaskInternal Control PointIndustry ExceptionGlobal ExceptionApplication UI ObjectApplication Integration ObjectProduct
RoleNamePKDescriptionPriority LevelIndustryGlobal
PK
Event
Name
DescriptionPK
Notification
Name
DescriptionPK
KPI
Name
Description
Business Process Models and Corresponding Metadata
Oracle BPM Body of Knowledge
• ~30 Industries• 20-25 Business Processes each• ~200 Detailed Business Processes• ~1000 Activities• Thousands of Tasks (referenced to application UI
pages and services• ~300 Roles
Cross-Industry Processes
1. Enterprise Planning and Performance Management
2. Marketing3. Sales4. Order Fulfillment5. Customer Service6. Field Service and Depot Repair7. Supply Chain Planning8. Product Management9. Production10. Procurement11. Materials Management and
Logistics12. Transportation Management
13. Project and Grant Management14. Financial Control and
Reporting15. Cash and Treasury
Management16. Asset Lifecycle Management17. IT Management18. Enterprise Information
Management19. Recruiting20. Workforce Deployment21. Workforce Development22. Compensation Management
Cross-Industry Processes Supported by Financials Applications
Business Process (Level 1) Detailed Business Process (Level 2)Order Fulfillment Invoice CustomersOrder Fulfillment Receive and Pay Invoice (Customer Self-Svc)Order Fulfillment Process Customer PaymentsOrder Fulfillment Manage CreditOrder Fulfillment Manage CollectionsOrder Fulfillment Manage Accounts Receivable BalancesProcurement Manage InvoicesProcurement Manage PaymentsProcurement Manage Accounts Payable BalancesFinancial Control and Reporting Manage Transaction TaxesFinancial Control and Reporting Capture TransactionsFinancial Control and Reporting Close Accounting PeriodFinancial Control and Reporting Financial Reporting and Analysis
Business Process (Level 1) Detailed Business Process (Level 2)Cash and Treasury Management Manage Bank RelationshipsCash and Treasury Management Manage LiquidityCash and Treasury Management Manage Funds TransfersCash and Treasury Management Manage Investment and DebtCash and Treasury Management Manage RiskCash and Treasury Management Manage Electronic FinanceCash and Treasury Management Manage Bank StatementsCash and Treasury Management Analyze Cash Management
Cross-Industry Processes Supported by Financials Applications
Business Process (Level 1) Detailed Business Process (Level 2)Asset Lifecycle Management Plan Capital AssetsAsset Lifecycle Management Acquire AssetsAsset Lifecycle Management Prepare and Deploy AssetsAsset Lifecycle Management Utilize AssetsAsset Lifecycle Management Manage Property and Real EstateAsset Lifecycle Management Maintain AssetsAsset Lifecycle Management Retire AssetsAsset Lifecycle Management Analyze Asset Lifecycle ManagementWorkforce Deployment Manage Expenses
Cross-Industry Processes Supported by Financials Applications
Cross-Industry Processes Supported by Financials Applications
Oracle Fusion Order Fulfillment
Collections Manager
Manage Collections
Accounts Receivable Specialist
Manage Accounts Receivable Balances
Customer Manage Returns
Order Manager
Service Contract Manager
Manage Service Contracts
Demand Release Manager
Sales Contract Manager
Operations
Credit Manager
Deductions Manager
Billing Specialist
Operations VP
Manage Sales Orders
Manage Credit
Manage Sales Agreements (intent to purchase)
Receive and Pay Invoice (Customer Self-Service)
Demand Release Management
Invoice Customers
Process Customer Payments
Process Claims for Promotions
Analyze Order Fulfillment
Authorize Payments and Create Claims
Process Bank Deposits
Manage Deductions
Manage Open Sales Orders
Receive Payments
Apply Customer Payments
Record Promotion
Liability Entries
Monitor, Analyze and Adjust Demand Forecast
Make Billing Adjustments
Receive and Validate Billing
Information
Receive Invoice
Forecast Scheduled Demand
Requirements
Process Claim for Payment
Manage Open Sales
Agreements
Manage Demand Schedule
Create Invoice
Track Cumulative
Demand Releases
Process Drafts
Release Demand Orders
Pay Invoice
Process Direct Debits
Monitor Contract
Compliance
Manage Credit Policies
Process Sales Orders
Present Bill
Process Credit Card
Payments
Record Billing Accounting
Entries
Process Cash and Checks
Generate Order
Fulfillment Intelligence
Analyze Order Fulfillment
Performance
Clear Accounts Receivable
Transactions
Record Accounts
Receivable Entries
Sales Customer Service
Demand Order
Inventory-to-Order
Accept ProductInquire about AccountReturn Product
Request Customer Service
Financial Control and Reporting/Capture Transactions
Receive Product
Financial Control and Reporting/Capture Transactions
Handle Cash
Record Payments
Treasury and Cash Management/ Manage Bank Statements/Reconcile Bank Statements
Financial Control and Reporting/Capture Transactions
Sales/Capture Sales Order
Return Items
Procurement/Manage Purchase Orders
Production/Configure-to-Order, Assemble-to-Order
Production/Engineer-to-Order
Engineer-to-Order
Configure-to-Order, Assemble-to-Order
Procure-to-Order
Manage Contract Revenue
Financial Control and Reporting/Capture Transactions
Manage Contract Billing
Sales/Capture Sales Order(Release Order Against Sales Agreement)
Manage Open Service
Contracts
Sales/Create Sales Agreements
Sales/Create Quotes
Adjust Unused Service Contract
Field Service/Create Field Service Activity
Service Provisioning/Activate Services (place holder)
Field Service
Service Activation
Materials Management and Logistics/Outbound Logistics
Inquire About Order
(Self-Service)
Change Order (Self-Service)
Extract, Transform, Load (ETL) Billing Information
Inquire About
Account
Manage Credit Actions
Monitor Accounts
Receivable Balances
Manage Customer Inquiries
Return Product
Create Return Material
Authorization
Manage Returns
(Self-Service)
Process Debit Memos and
Credit Memos
Process Adjustments
and Write-Offs
Materials Management and Logistics/Inbound Logistics
Order Fulfillment/Manage Service Contracts
Process Refunds
Terminate Sales
Agreement
Terminate Service Contract
Amend Sales Agreement
Manage Contract Releases
Renew Sales Agreement
Amend Service Contract
Renew Service Contract
Setup Collections
Execute Collections
Assignments
Process Collections
Adjustments
Manage Collections
Policies
Process Collections Payments
Process Customer
Correspondence
Update Customer
Information
Research Collections
Issues
Process Collections Promises
Process Collections Disputes
Manage Collections Escalations
Process Later Stage
Delinquencies
Document Customer
Interactions
Order Fulfillment
BUSINESS PROCESS
ACTIVITY
DETAILED BUSINESS PROCESS
__________
PRODUCTS
Fusion
PRODUCT FAMILY
__________
PRODUCT LINE/RELEASE
Business Process Engineering
CREATED BY
Pat Krebs
BPE APPROVAL
__________
PRODUCT LINE APPROVAL
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Order Fulfillment
Cross-Industry Processes Supported by Financials Applications
Oracle Fusion Procurement
Services Manager
Source Service Suppliers
Procurement Approval Authority
(Purchase Order)
Procurement Manager
Manage Procurement Cards
Accounts Payable Manager
Services Provider/Services Supplier
Procurement VP
Manage Payments
Manage Invoices
Manage Accounts Payable Balances
Receiving and Inspection Manager
Supplier
Procurement Requestor
Procurement Approval Authority(Requisition)
Buyer
Source Suppliers
Manage Purchase Orders
Track and Manage Delivery of Services
Manage Supplier Contracts
Manage Service Work Orders
Manage Requisitions
Manage Supplier and Item Information
Analyze Procurement
Approve Purchase
Order
Setup Supplier Access
Approve Work Order
Manage RFx and Auctions
Enable Service Provider
Issue Procurement
Cards
Manage Open Requisitions
Evaluate and Negotiate Bids
Create Requisition
Evaluate Supplier
Performance
Dispatch Purchase
Order
Create Supplier Contract
Approve Requisition
Create Work Order
Maintain Supplier
Information
Manage Open Purchase
Orders
Manage Open Work Orders
Create Purchase
Order
Award to Supplier
Approve Progress, Time and Expenses
Negotiate Supplier Contract
Execute Supplier Contract
Determine Sourcing
Requirements
Maintain Purchasing
Items
Record Purchasing Accounting
Entries
Manage Supplier Catalogs
Submit Progress, Time and Expenses
Analyze SpendAnalyze
Procurement Performance
Generate Procurement Intelligence
Receive and Inspect Items
Inspect ItemsReceive Items Return Items
Match InvoiceProcess
Supplier Credit Memos
Process Supplier
Payments Record Accounts Payable
Accounting Entries
Process Supplier
Rebate Claims
Receive Invoice
Create Self-Generated
Invoice
Manage Prepayments
Approve Invoice
Clear Accounts Payable
Transactions
Analyze Accounts Payable Balances
Manage Accounts Payable Disputes
With Supplier Contract
Pre-Sourced Goods
Fulfill Purchase
Order
Fulfill Work Order
Services
Capture Project Transactions
Maintain Service Provider
Information
Solicit and Assess Bids for Services
Select Supplier and Service
Provider
Determine Service
Sourcing Requirements
Project Management
Manage Service
Performance
Recruiting
Project Management
Request for Contingent Labor
Request for Contingent Labor
Procurement
BUSINESS PROCESS
ACTIVITY
DETAILED BUSINESS PROCESS
__________
PRODUCTS
Fusion
PRODUCT FAMILY
__________
PRODUCT LINE/RELEASE
Business Process Engineering
CREATED BY
Pat Krebs
BPE APPROVAL
__________
PRODUCT LINE APPROVAL
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Submit Invoice
Financial Control and Reporting/Capture
Transactions
Manage Supplier Contract
Standards
Amend Supplier Contract
Manage Contract
Deliverables
No Supplier Contract
Approve Supplier Contract
Unsourced Services
Pre-Sourced Services
Purchase with Procurement
Card
Unsourced G
oods
Asset Management
Asset Request
ProductionRun MRP and Time Series
Kanban Replenishment
Materials Management and Logistics
Inventory Replenishment
Transfer Materials Between BUs
Drop Ship (ship direct to customer)
Cash Management/Manage Bank Statements/Reconcile Bank Statements
Procurement
Cross-Industry Processes Supported by Financials Applications
Oracle Fusion Financial Control and Reporting
Tax Manager
Reporting Analyst
Tax Accountant
General Ledger Accountant
Intercompany Accountant
General Accounting
Manager
Budget Manager
Budget Preparer
Financial Analyst
Capture Transactions
Manage Budgets
Financial Reporting and Analysis
Manage Transaction Taxes
Close Accounting Period
Record Allocations and
Periodic Entries
Analyze Financial
Performance
Record and Edit Standard
Journal Entries
Translate Multiple
Currency Balances
Revalue Account Balances
Prepare Financial Reports
Manage Intercompany Transactions
Maintain Transaction
Tax Configuration
Enter Budgets
Post Journal Entries and
Update Ledger Balances
Calculate Transaction
Taxes
Reconcile Accounts
Monitor Budgets
Prepare Corporate Tax
Reports
Manage Subledgers
Prepare Transaction Tax Reports
Prepare Management
Reports
Manage Ledgers
Maintain Enterprise Reporting Structures
Consolidate Financial
Information
Close Ledgers
Financial Control and Reporting
BUSINESS PROCESS
ACTIVITY
DETAILED BUSINESS PROCESS
__________
PRODUCTS
Fusion
PRODUCT FAMILY
__________
PRODUCT LINE/RELEASE
Business Process Engineering
CREATED BY
Pat Krebs
BPE APPROVAL
__________
PRODUCT LINE APPROVAL
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Financial Control and Reporting
Cross-Industry Processes Supported by Financials Applications
Oracle Fusion Cash and Treasury Management
Bank/Financial Institution
Risk Manager
Cash Manager
Deal Manager
Treasury Accountant
Treasurer
Manage Bank Relationships
Manage Risk
Manage Liquidity
Manage Bank Statements
Manage Investment and Debt
Manage Electronic Finance
Analyze Cash Management
Manage Funds Transfers
Manage Funds Transfer
Transactions
Analyze Cash Management Performance
Generate Cash Management Intelligence
Record Funds Transfer
Accounting Entries
Process Payments and
Electronic Messages
Manage Electronic Finance
Processes, Rules and Security
Obtain Bank Statements
Capture Investment and
Debt Deals
Manage Bi-Lateral Netting
Manage Cash Forecasts
Administer Investment and
Debt
Process and Aggregate Payment Requests
Manage Cash Positions
Record Bank Statement Accounting
Entries
Record Hedge Accounting
Entries
Record Investment and Debt Accounting
Entries
Reconcile Bank Statements
Manage Financial Risk
Manage In-House Banking
Determine Risk Exposures
Manage Banks and Branches
Manage Inbound and Outbound
Communications
Financial Control and Reporting/Capture Transactions
Order Fulfillment/Process Customer Payments
Workforce Deployment/Manage Payroll Payment Distribution
Procurement/Process Supplier Payments
Financial Control and Reporting/Capture Transactions
Financial Control and Reporting/Capture Transactions
Financial Control and Reporting/Capture Transactions
Process Bank Transactions
Cash and Treasury Management
BUSINESS PROCESS
ACTIVITY
DETAILED BUSINESS PROCESS
__________
PRODUCTS
Fusion
PRODUCT FAMILY
__________
PRODUCT LINE/RELEASE
Business Process Engineering
CREATED BY
Pat Krebs
BPE APPROVAL
__________
PRODUCT LINE APPROVAL
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Manage Company Bank
Accounts
Define Cash Forecast
Templates
Define Cash Position
Templates
Manage Cash Pools
Set Up Funds Transfers
Set Up Bank Statement
Processing and Reconciliation
Maintain Bank Statements
Clear Funds Transfer
Transactions
Report Bank Account Balances
Future Capability
Order Fulfillment/Process Customer Payments/Clear Accounts Receivable Transactions
Procurement/Manage Payments/Clear Accounts Payable Transactions
Workforce Deployment/Manage Payroll/Clear Payroll Transactions
Cash Management
Cross-Industry Processes Supported by Financials Applications
Oracle Fusion Asset Lifecycle Management
Asset Manager
Retire Assets
Furniture, Fixtures and Equipment
Land, Buildings and Improvements
IT Manager
Acquire Assets
Land, Buildings and Improvements
Furniture, Fixtures and Equipment
Enterprise Managers
Maintenance Scheduler
Maintenance Manager
Asset Accountant
Asset Custodian
Lease Administrator
Property Manager
Real Estate Manager
Enterprise Asset VP
Plan Capital Assets
Manage Property and Real Estate
Utilize Assets Maintain Assets
Analyze Asset Lifecycle Management
Prepare and Deploy Assets
Record Asset Acquisition
Pay Landlords
Setup and Configure
Asset
Analyze Asset Lifecycle
Management Performance
Assess Risks
Generate Asset Lifecycle Management Intelligence
Bill Tenants
Insure Asset
Manage Resource Pools and Schedules
Perform Asset Physical Inventory
Establish Maintenance
Budget
Forecast Maintenance Requirements
Initiate Asset Retirement
Evaluate Buy/ Build/Lease Alternatives
Track Asset Assignment and Location
Test and Accept Asset
Initiate Asset Acquisition Request
Manage IT Assets
Request Non-Scheduled
Maintenance
Establish Service Level Agreements
Approve Asset Acquisition
Request
Revalue Assets
Record Asset Retirement
Establish Asset Budget
Determine Maintenance Requirements
Manage Leases
Depreciate Assets
Dispose of Assets
Manage Space
Establish Capital Plan
Assign Asset to Custodian
Determine Method of
Asset Acquisition
Certify Asset
Schedule Maintenance and Repair
Initiate Asset Acquisition
Manage Facilities and
Property
Forecast Asset Requirements
Select Real Estate Sites
Accept Asset Custody and
Deploy
Establish Preventive
Maintenance Schedule
Establish Condition Based
Maintenance Requirements
Receive and Accept Asset
Complete Required
Maintenance
Manage Maintenance Work Orders
Manage Contract
Maintenance
Create Purchase Requisition
Buy
Initiate Lease Contract
Lease
Receive Item from Vendor
Initiate Construction Project
Create Purchase Requisition
Initiate Transfer Ownership Document
Initiate Transfer Ownership Document
Receive Leased Item from Vendor
Receive Item from Former Owner
Receive Item from Vendor
Completed Construction Project
Receive Item from Donor
Construct
Upgrade (Buy)
Donated
Acquire from Merger/Acquisition
Initiate Construction Project Completed Construction Project
Upgrade (Construct)
Initiate Transfer Ownership Contract
Executed Real Estate Purchase Contract
Executed Real Estate Lease Contract
Asset Transfer
Initiate Real Estate Lease Contract
Initiate Real Estate Purchase Contract
Buy
Lease
Acquire from Merger/Acquisition
Utilize Assets
Manage Asset Warranties
Manage Maintenance
Records
Waste
Scrap
Refurbish
Sell
Donate
Auction
Sell
Terminate Lease
Demolish
Initiate Real Estate Lease Contract Termination
Initiate Transfer Ownership Document
Putaway to Scrap Storage
Remove to Waste
Initiate Transfer Ownership Document
Executed Real Estate Sales Contract
Initiate Sales Contract
Initiate Real Estate Sales Contract
Refurbish In-House or Send Out
Completed Demolition Project
Terminated Real Estate Lease Contract
Initiate Demolition Project
Deliver Item to New Owner
Deliver Item to New Owner
Execute Sales Contract and Deliver Item to New Owner
Order Fulfillment/ Invoice Customers
Procurement/ Manage Payments
Record Asset Reinstatements
Capitalize Assets
Maintain Asset Descriptive Attributes
Maintain Asset Financial and
Reporting Attributes
Impair AssetsReport and Reconcile
Asset Activities
Asset Lifecycle Management
Cross-Industry Processes Supported by Financials Applications
Oracle Fusion Workforce Deployment
Employee
Line Manager
Expense Auditor
Expense Manager
Payroll Administrator
Payroll Manager
Labor Relations Manager
Employee Help Desk Agent
Human Resource Manager
Human Resource Specialist
Human Resource Analyst
HR IT Manager
Document Control
Manager
Employee Help Desk Manager
Environment, Health and
Safety Administrator
Time and Labor Administrator
Time and Labor Manager
Human Resources VP
Plan Workforce Deployment Manage Employee Relations
Manage Time and Labor
Manage Workforce Records
Manage Global Employees
Manage Labor Relations
Manage Environment, Health and Safety
Manage Leaves and Absences
Manage Personnel Actions
Manage Payroll Manage Payroll - Global Extensions
Provide Employee Help Desk Support
Manage Expenses
Analyze Workforce Deployment
Track Seniority, Tenure,
Probation
Manage Employee
Status Change
Report Time
Provide Leave and Absence Information to
Payroll
Establish Workforce
Policies
Review and Resolve Time
Entry Exceptions
Request Leaves and Absences
Prepare Payroll Run
Request Overtime
Process Leaves,
Absences and Accruals
Manage Employee
Organization Change
Manage Worker's
Compensation
Manage Environment, Health and
Safety Policies and Procedures
Define Environment, Health and
Safety Requirements
Track Faculty Events and Tenure (US)
Manage Global Assignments
Manage Organizational
Structure
Reconcile and Distribute
Payroll Information
Manage Labor Agreements
Manage Employee Job
Change
Maintain Employee Personal
Information
Distribute Time Information
Calculate and Validate Payroll - Offcycle
Manage Workforce
Layoffs
Manage Environment, Health and
Safety Incidents
Maintain Emergency Information
Maintain Employee Job
Information
Record Payroll Accounting
Entries
Provide Global Employee Support
Import Time from External
Systems
Plan Headcount
Calculate and Validate Payroll -
Retroactive
Manage Terminations
Approve Time
Manage Affirmative Action and Diversity Programs
Maintain Company
Payroll Information
Track Leaves and Absences
Maintain Employee
Payroll Information
Manage Workforce
Recalls
Manage Global Employee Travel and Education
Allowances
Manage Disciplinary
Actions
Manage Positions
Maintain Compensation
Information
Manage Salary Change
Create Environment, Health and
Safety Reports
Maintain Citizenship Information
Create Time Schedules and
Forecasts
Create Time Reports
Manage Grievances
Maintain Employee Directories
Define Workforce
Deployment Goals and
Measurements
Manage Safety Training and Education
Analyze Absence
Information for Trends and
Patterns
Calculate and Validate Payroll - Standard
Manage Health Programs
Manage Employee
Certifications
Request Travel Authorization
Request Cash Advance
Manage Help Desk
Organization
Process Expense Reimbursements
Enter Expense Report
Resolve IssueDiagnose IssueCapture Issue
Audit Expense Report
Analyze Expenses
Evaluate Workforce
Deployment Performance
Generate Workforce
Deployment Intelligence
Maintain Expense
Policies and Rules
Measure Help Desk
Performance
Approve Expense Report
Maintain Employee
Profile
Manage Payroll - Global
Extensions
Approve Travel Authorization
or Cash Advance
Maintain and Report
Regulatory Information
Manage Records Retention Program
Manage Employment
Contracts
Create Management
Reports
Manage Statutory Periodic
Reporting
Send Employee Data to External Payroll System
Manage Payroll
Payment Distribution
Manage Third-Party Vendors
Clear Payroll Transactions
Deploy Workforce
Approve Leaves and Absences
Calculate Payroll
Encumbrance
Record Payroll Encumbrance
Import Payroll from External
System
GL, Projects, Grants
GL, Grants
Manage Effort Reporting
Compliance
Maintain Employee
Work Schedules
May also integrate with Time and Labor
Manage Non-Employee Information
Treasury and Cash Management/ Manage Bank Statements/Reconcile Bank Statements
Workforce Deployment
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DRAFT Communications Business Process Modelsand BPEL Transform-- Using Oracle BPA Suite
L0-Industry
L1-Business Process
L2-Detailed Business Process
L3-Activity
Business ProcessName
DescriptionHierarchy Index NumberPriority Level
PK
Detailed Business ProcessName
DescriptionHierarchy Index NumberPriority Level
PK
Activity
NamePK
DescriptionHierarchy Index NumberPriority LevelIndustry ExceptionGlobal ExceptionApproval Status
Task
NamePK
DescriptionHierarchy Index NumberAnalytic TaskInternal Control PointIndustry ExceptionGlobal ExceptionApplication UI ObjectApplication Integration ObjectProduct
RoleNamePKDescriptionPriority LevelIndustryGlobal
PK
Event
Name
DescriptionPK
Notification
Name
DescriptionPK
KPI
Name
Description
BPEL Transform
Import to JDeveloper
Business Process Models and Corresponding MetadataHierarchy and Transformation Overview
Enterprise Planning and Performance Management
Analy tics andMarket ing Sales Services Ordering and
Fulfillment Billing and Collections Customer Service
Network LifecycleManagement Product Management Dealer Management
Financial Control andReporting Cash Management Project and Grant
Management
Procurement Materials Managementand Logistics IT Management
Recruiting Workforce Deployment WorkforceDevelopment
CompensationManagement
Asset LifecycleManagement
Enterprise InformationManagement
Human Capital Management
Business and Financial Management
Enterprise Management
Operations
Operations Support
Business Process Models and Corresponding MetadataL0 – Industry : Communications
Business Process(EPC (row display))
IdentifierPK
NameDescriptionAuthorOwnerDate Last ChangedModel StatusPriority LevelBusiness Hierarchy LevelHierarchy Index NumberApproval StatusAPM VersionReleaseIndustry VariantGlobal Variant
Request Service Utilize Service Receive and PayInvoice
Invoice Customer
ProcessCustomerPayments
ManageAccountsReceivableBalances
Manage Creditand Collec tions
Manage Orders
Provide Service
EXCustomer
Customer ServiceRepresentat ive
EXService Provider
EXBilling Manager
Accounts ReceivableManager
Credit and CollectionsManager
Business Process Models and Corresponding MetadataL1 – Business Process : Services Ordering and Fulfillment
Detailed Business Process(EPC (row display))
IdentifierPK
NameDescriptionAuthorOwnerDate Last ChangedModel StatusPriority LevelBusiness Hierarchy LevelHierarchy Index NumberApproval StatusAPM VersionReleaseIndustry VariantGlobal Variant
Capture Order
Change Order
Process Order
Customer ServiceRepresentat ive
Business Process Models and Corresponding MetadataL2 – Detailed Business Process : Manage Orders
Activity(EPC (row display))
IdentifierPK
NameDescriptionAuthorOwnerDate Last ChangedModel StatusPriority LevelBusiness Hierarchy LevelHierarchy Index NumberApproval StatusAPM VersionReleaseIndustry VariantGlobal VariantInternal Control Point
Request NewService
Capture Order Page Flow
ORCreate New CRM
Customer Account
Create New Order Select Products Price OrderSeach forCustomer Check Credit Reserve Physical
and Logical Assets Submit OrderSelect ServiceBundles
OR
Use ExistingCustomer Account
OROrder
Submitted
Provide AccountStatus
Provide Availabilityto Promise
Reserve PhysicalAssets
Provide ServiceAvailability
Reserve LogicalAssets
CRM System
CRM System
Billing System
ERP SYstem
ProvisioningSystem
Customer ServiceRepresentat ive
EXCustomer
ExistingCustomer
NewCustomer
Customer AcountDoes ...
Customer
Accou. ..
Process Order
OR
PageFlowEvent
Task Configuration
Ass istedOrder
Capture
Self-ServiceOrder...
Self-Service Capture Order Page Flow
Create NewCustomer account
(SS)
Create New Order(SS)
Select Products(SS)
Use ExistingCustomer Account
(SS)
Select ServiceBundles (SS) Submit Order (SS)
NewCustomer
ExistingCustomer
PageFlowEvent
Task Configuration OR OR Price Order Check Credit Reserve Physicaland Logical Assets
OR
Import EDI Orders Edit EDI Orders3rd-PartySys temCaptur.. .
AND
AND
3rd-PartyOrder Caprure
System
Business RuleKey performanceindicator instance Class
Notificat ion
Key performanceindicator instance ClassBusiness Rule
Business Process Models and Corresponding MetadataL3 – Activity (also referred to as Task Flow) : Capture Order
Role
NamePK
DescriptionTier 1 PriorityTier 2 PriorityTier 3 PriorityIndustryGlobal
Application System
NamePK
DescriptionOther Canonical Business Object
NamePK
DescriptionOther
Process Interface
NamePK
DescriptionOther
Application Integration Point
NamePK
DescriptionISR Object IDDirection
PK
Product Line
Name
Description
Business Rule
NamePK
DescriptionOther
KPI
NamePK
DescriptionOther
Notification
NamePK
DescriptionOther
Task
NamePK
DescriptionHierarchy Index NumberAnalytic TaskInternal Control PointIndustry ExceptionGlobal Exception
Event
NamePK
DescriptionBPEL EventOther
BPEL Task Configurator
NamePK
DescriptionApplication Page Object ID
PK
Page Flow
Name
Description
Application Page
NamePK
DescriptionApplication Page Object ID
Business Process Models and Corresponding MetadataAnother L3 – Activity : Process Order
Capture Order
OrderSubmitted
Update OrderStatus
Update AccountStatus
Cretae InstalledAssets in Install
BaseComplete Order
CustomerSynchronization
Send Order to ERPSystem
Assign Physicaland Logical Assets
Send Order toProvisioning
System
Send Order toBilling System
Create Assets inInstall Base Complete Order
Create/UpdateBilling Account
Create Products inPreparat ion for
Rating and Billing
Pick, Pack andShip Product
Provision ServiceUpdate AssetStatus to Assigned
Customer ServiceRepresentat ive
CRM System
FusionMiddleware
Billing System
ERP SYstem
ProvisioningSystem
Provide Service
OrderProcesse
sAND
AND
AND AND AND AND AND
Business Process Models and Corresponding MetadataBPEL Outline in JDeveloper
Business Process Models and Corresponding MetadataBPEL Transform
High-level analysis and communication of business processes
High-level definition of current and multi-year release requirements
High-level planning of targeted industry processes
Business process taxonomy
Foundation for industry and global variations
Industry variations integrate with Business Flow Accelerators
Uses and Integrations for Model and MetadataL0 – Industry and L1 – Business Process
Conceptual definition of Activities and Roles
Activities are scope for BRDs
Integrate with InfoPath for APM management
Roles used for application security object definition (RBAC)
Shows Oracle understands business process
Uses and Integrations for Model and MetadataL2 – Detailed Business Process
During APM Requirements and Design Phases
Conceptual task flow at BRD
Role definition at BRD
Refinement of task flow at FDD
Page flow design
Workflow design
Activity guide design
UI page design
Information Architecture design
Categorization for setup
Integrate with Integration Service Repository
Uses and Integrations for Model and MetadataL3 - Activity
During APM Technical Design, Construct and Test Phases
Integration with JDeveloper passing business artifacts (page flow outline, design patterns)
Identification of SOA services
Identification of BPEL components and BPEL orchestration; integration with BPEL Manager
Add BPEL annotation; create BPEL transformations
Design for composite applications
Integration test blueprints
Uses and Integrations for Model and MetadataL3 - Activity
During APM Launch and Maintenance Phases
Add Tutor procedures, contextual help; integration with Tutor
Sales demos; integration with Sales Demoware
Field readiness training
End user documentation
Reference models
Bug categorization
Uses and Integrations for Model and MetadataL3 - Activity
During Customer Implementation, Operation and Upgrade Phases
Implementation team communication
Fit/gap analysis
Process re-engineering
Implementation project management
Business Flow Accelerators
Training content
Desk procedures
Business process management
Business process monitoring
Business process simulation
Internal controls management
Uses and Integrations for Model and MetadataL3 - Activity
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Walk-Through Models