the following is intended to outline our general ... - … · implementation steps and setup...


How to Successfully Implement R12 E-Business Suite Globally?

Suzana Ferrari

Senior Principal Consultant

Oracle Consulting National Delivery EBS


"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."


Program Agenda

R12 High Level Overview

Planning Successful R12 Global Implementation

Change Management - How to Meet Expectations of

Management and End Users?

Implementation steps and setup requirements to

consider to roll out R12 implementation globally


R12 High Level Overview

Major Initiatives:

1. MOAC (Multi Org Acces)

- Role Based Access

2. SLA (Subledger

Accounting)

3. Ledger and Ledger Sets

4. Tax Engine

5. AGIS (Advanced Global

Intercompany System)

6. Bank Model

7. Supplier Setup


Other

Release 12 – Centralized Accounting

Purchasing

Cash Mgmt

Receivables

Inventory

Assets Payables

Projects

Centralized and

Flexible Rules-based

Accounting Engine

General Ledger

• Centralized Rules & Policies

• Centralized Accounting

Definitions

• Multiple Representations

• Single Source of Accounting

• Improved Month End Closing

• Improved Reconciliation

• Improved Reporting

• Drilldown Enabled


Multiple Ledgers

Ledger Set Benefits:

• Open/Close Periods

• Create Journals

• Submit Reports

US GAAP

US COA

US Calendar

USD

Ledger C

BE Rules

BE Rekeningplan

BE Calendar

EUR

Ledger B

US GAAP

US COA

US Calendar

EUR

Ledger A

US GAAP

US COA

US Calendar

GBP

Ledger D

Defined by 4 C’s:

Accounting Convention

Chart of Accounts

Calendar

Currency

Reporting Currency

Share:

Chart of Accounts

Calendar Ledger Set


Accounting Setup Manager


Globalization Standardize; Simplify; Automate Processes; Manage Globally

– Deploy Country Specific Capabilities

Globalization has 3 strategies

– Localization

Features with region specific regulation; legislation and business

process

Country Specific Data Sheet

– Internationalization

Multiple languages; local specific format

– Translation

Into Another Language


Localization Example


Product and Add On Localizations


Translations Supporting Local Languages


Country Localization Data Sheets See MOS Note E-Business Suite Globalization Center [ID 973912.1]


Country Localization Data Sheets Example


Tips on Planning Successful R12 Global Implementation

Project Scope

Project Charter

Project Management Plan

Project Issue Log

Change Request Log

Risk Log

Project Plan

Transition Plan


Project Scope

In Scope / Exclusions?

Objectives

– Criteria that must be met for the project to be considered successful?

– What success means to you?

Approach

– Plans for achieving project objectives and deliverables?

– Core Functionalities First? One Company and Later Others?

Deliverables

– All understanding deliverables and want same result?


Project Charter Description

– Opportunity this project will address? How will this implementation solve

your problems?

Business Rationale

– Linked to key business goals and objectives

Benefits

– Value to be gained as a result?

Constraints

– Obstacles to Success?

Flexibility

– Scope? Time? Cost?


Project Management Plan

Communication Management Plan

– What? Who? When? How?

Change Control Plan

Quality Management Plan

– Previous Lessons Learned? Test Instances? Controlled Roll Out?

Risk Management Plan

Issue Management Plan

Procurement Plan

Staffing Management Plan


Strategies Implementation Strategies

– Global

– Country by Country;

– LOB

– Application

Instance Management Strategy

– Multiple Instances

– Consider Scrambled and Unscrambled

Conversion Strategies

Testing Strategies

– Include Performance Testing on Production Size Equipment


Other Successful Tips

Understand Business Requirements

Understand R12 Features and Functionalities

– Correct Features and Appropriate Configuration

Experienced PM; Consultants; Core Team Familiar with Business

Project Team Education – Core Team and Senior Management

Who is Driving the Global Implementation? Mother Company? Rules in

Place to be Used Globally?

Do You Know Your Current Pain Points? Processes in Place Outside of

Oracle? Discipline?

Prioritize Your Goals


Other Successful Tips Con’t Be Realistic - Goals; Cost; Timeline

Include Department Managers, End Users and Not Only IT / Finance

Communicate – Everyone Understand the Scope

Avoid Certain Customizations

– Oracle Supported? Future Upgrades

– Be Aware End Users will Try to Replicate Legacy System

– Benefits? Someone’s Role More Difficult?

Resources

Manage Phases

Manage the Plan!


Testing – TEST, TEST, TEST, TEST Include End Users and Not Core Team Only

Your Business Processes

New Data; Converted Data

Printing

Interfaces

Patches

Responsibilities

Day to Day Activities and Once in a While

Month End Closing/Year End Closing

UPK


Change Management – Meeting Expectations of Management and End Users

Change Management Team

– ‘People Side’ of Change

Resistance

– Don’t Like Change; How Does it Impact Me? Security?

Engage End User Commitment Early in the Project!!!

Encourage Everyone to Ask Questions

Sponsorship / Executive Team to Provide Visible Support

Painless Transition


Implementation Approach

What are Your Reporting Needs?

Chart of Accounts Structure?

Do you Need Secondary Ledgers or Reporting Currencies?

– Secondary Ledger – Multiple Accounting Representations of Same Legal

Entity

– Reporting Currency – Maintain Accounting Representation in Different

Currency

Number of Business Groups? Legal Entities? Operating Units?

Global Objectives?

– Shared Services? No Changing Responsibilities

– No One Setup for International Implementations


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Suggested Reading

the following is intended to outline our general ... - … · implementation steps and setup...

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