THESOURCE

FOROAUG

BUYERS

2010-2011 Edition

2

Table of Contents

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The 2010-2011 OAUG Buyer’s Guide is a publicationof the Oracle Applications Users Group (OAUG).

3525 Piedmont RoadBuilding Five, Suite 300Atlanta, GA 30305phone: +1 404.240.0897, fax: +1 404.240.0998e-mail: membership@oaug.comoaug.org

ARTICLES4 An Introduction to the Oracle Project Portfolio Management Integration Pack for Primavera P6 and Oracle E-Business Suite Projects By Kimberly McDonald Baker, Project Partners, LLC

6 Avista Empowers Decisionmaking with GL Wand Reporting Tool By Michele Buson, Global Sales & Marketing Director, Excel4apps

8 OAUG’s R12 E-Business Reporting Options Workshop – What’s in it for You? By Barry Markovic, Managing Principal Consultant, IT Convergence

9 Things to Consider When Evaluating Business Intelligence for Oracle® E-Business Suite By Daryl Orts, Vice President, Engineering Technologies at Noetix Corp.

10 5 Reasons to Upgrade to R12 Instead of Reimplementing By Helene Abrams, CEO, eprentise

12 Oracle EBS data loading using appLOAD™ at LifeWay Christian Resources By Austin Davis, Vice President of Marketing, Chain-Sys

14 Automotive Parts Supplier Consolidates Regional Production Instances of Oracle E-Business Suite to Achieve Consistent Business Processes and Reduce Maintenance and License Fees By Natalia Warren and Chris Busbee, eprentise

BUYER’S GUIDE CATEGORIES16 Product Families17 Services18 Solution Areas20 Company Listings

2010-2011 Edition

Architecture and TerminologyOracle®Application Integration Architecture (AIA) Process

Integration Packs (PIPs) are pre-built integrations built upon

the Oracle AIA Foundation Pack. PIPs are products that

implement a specific set of business processes between

specific applications. In this article we are exploring the

integration between Oracle E-Business Suite and Oracle

Primavera P6.

Who Owns What Data?Oracle architected the Primavera P6-EBS Projects PIP to

take advantage of the inherent strengths of Primavera P6

and Oracle E-Business Suite applications, regarding data

ownership and data flows.

Oracle E-Business Suite Projects Applications own the

Global Objects and the financial data for a project.

One global Planning Resource List is required in Oracle

E-Business Suite Projects.

Primavera owns the scheduling and progress information for a

project. Each Primavera installation supports one currency.

Because different entities follow unique business processes

and like to manage their projects in different ways, the

new integration model allows organizations flexibility

in managing the project creation and update cycle.

Organizations can choose to create projects either in

Primavera or Oracle Projects knowing synchronization will

occur between the two applications while honoring the

stringent business processes of both products.

The Process and Data FlowsThe Primavera P6-EBS Projects PIP offers several options

for integration. You can choose to use Oracle workplans

or financial plans in conjunction with Primavera’s Work

Breakdown Stuctures (WBS), as well as fully shared

structures, partially shared structures or only financial

structures. In the remainder of this article we will discuss

fully shared, workplan-enabled integration. Contact us to

discuss other configurations.

Workplan-Enabled Project Integration,Shared StructuresA shared structure has the same workplan and financial

structure. Users can create a project either in Primavera P6 or in

Oracle Projects. Projects created in P6 will include a WBS, tasks,

and resource assignments, and can use the interface to create

a workplan in Oracle Projects. For projects created in Oracle

Projects, the Oracle workplan structure is always transferred

as WBS nodes in Primavera P6. In this configuration, actual

cost data is always sent from Oracle Projects to Primavera

P6 to manage the financial progress of a project. Calculation

of Percent Complete and Estimate to Complete (ETC) is

always managed in Primavera P6. Activities and resource

assignments are initiated in Primavera P6 and transferred to

Oracle Projects, and can then be updated in Oracle Projects

with the updates transferred to P6. The Financial plan can be

generated in Oracle Projects either manually or from workplan

resources, and can be transferred to Primavera P6 as current

budget attributes of the WBS node.

An Introduction to the Oracle Project Portfolio ManagementIntegration Pack for Primavera P6 and Oracle E-Business Suite Projects

By Kimberly McDonald Baker, Project Partners, LLC

Project Partners has been delivering integration between Primavera and Oracle E-Business Suite Projects applications

since 1998. Now Oracle has released its own integration between these project management applications and we’re

pleased to provide a high level, introductory overview.

4

The AIA PIP Technology Stack

Getting AcquaintedThe screenshot below shows the use of the Primavera P6-

EBS Projects PIP for a project that is workplan enabled,

with shared structures. The Integration Dropdown menu

is utilized to synchronize the project between P6 and

Oracle Projects.

In this scenario the following project status elements are

transferred from P6 to Oracle Projects:

• ProjectStructure

• ProjectHeader

• WBSandTasks

• ResourceAssignments

• Dates

The following screenshot shows the transfer of Actuals from

Oracle Projects to Primavera P6. Both raw and burdened

Actuals can be transferred from Oracle Projects to P6.

Learn MoreFor more details of the Primavera P6-EBS Projects PIP

integration, Oracle Enterprise Project Portfolio Management

solutions and best practices, visit Project Partners website

at www.ProjectP.com to download whitepapers and register

for webinars.

About Project Partners, LLCProject Partners provides expert Enterprise Project

Portfolio Management services and software that extends

Oracle and Primavera applications to meet the needs of

project-driven firms. As a Platinum Partner in the Oracle

PartnerNetwork Specialized program, an Oracle Primavera

Value Added Reseller and Primavera Technology Partner,

Project Partners has executed global PPM projects for

over 300 firms.

Copyright 2010, Project Partners LLC

5

Data Flow From Primavera P6 to Oracle Projects

Data Flow From Primavera P6 to Oracle Projects

2010-2011 Edition

6

For more than 100 years, Avista

(www.avistautilities.com) has

generated power and delivered

natural gas and electricity to

customers in Washington State.

Today, that includes 600,000

customers in Washington, as

well as customers in Oregon and

Montana. The publicly traded

utility has 1,500 employees and

annual revenues of more than

$1.3 billion.

In early 2007, finance and

accounting personnel at corporate headquarters in Spokane

identified the need to improve and accelerate reporting and

analysis from their Oracle E-Business Suite environment.

A particular area of focus was variance reporting, where

Avista’s dynamic and fast moving business environment

requires fast, flexible real time reports. Financial users

wanted to spend less time formatting data and more time

understanding and analyzing it in order to make better

business decisions.

Quick and readable reports requiredThe utility industry has complicated accounting requirements,

with both fixed and variable charges, thousands of assets,

different type of customers, varied rates and, for Avista,

different state taxes and charges. This level of complexity

led to the necessity for comprehensive, easily readable

reports for financial analyses.

To help finance and accounting personnel quickly create

the presentation quality reports required in this complex

business environment, Avista needed a report builder with

capabilities beyond the Applications Desktop Integrator

(ADI) currently in use. Also, the staff liked using Microsoft

Excel spreadsheets for corporate accounting tasks, but

creating such spreadsheets required hand keying and

format changes in the current

environment. In addition, use

of the Financial Statement

Generator (FSG) for creating

reports required a number of

steps to get the report into an

Excel format.

Simple solution for complex accountingWith multiple business lines

and numerous departments

experiencing the same issues

surrounding report creation

and data analysis, a team of managers formed to select

a software product that could accelerate reporting

and improve productivity. The main goal was to simply

“make accounting easier,” according to Jenny McCauley,

Accounting Analyst for Avista.

Finding a program that would integrate with the company’s

Oracle enterprise system with minimal involvement

from information technology (IT) staff was also critical. In

addition, team members did not have time for long training

windows, so they needed a product that could be used

almost immediately.

After testing two software applications using actual

company data, Avista purchased and installed GL Wand

from Excel4apps in March 2007. GL Wand is an Excel based

Oracle General Ledger (GL) reporting tool designed for

finance departments using 11i or R12.

With GL Wand, Avista users can easily create, edit and

publish finance spreadsheets and reports without IT

assistance and with very little training. Because it was

developed exclusively for Oracle Financials, GL Wand is

easily integrated with that product and simple to install

and maintain.

Avista Empowers Decisionmaking with GL Wand Reporting Tool

By Michele Buson, Global Sales & Marketing Director, Excel4apps

Excel4apps (www.excel4apps.com) is a provider of best-in-class financial reporting software designed exclusively for

Oracle users. Its Excel-based GL Wand and Budget Wand products are globally recognized for their ability to streamline

reporting and budgeting in Oracle. Excel4apps has offices in the USA, United Kingdom, Australia, and South Africa and

has more than 5,000 users worldwide.

GL Wand enables real-time reporting ofkey performance indicators.

7

With minimal training time, Avista users were able to immediately

see benefits from the GL Wand installation. Many individuals

were able to shave hours off of their daily activities within just a

few minutes of being introduced to the system.

Broad user support and benefitsAvista’s entire finance department now uses GL Wand,

including executives, who appreciate how easy it is to drill

down to line item data. Income statements and balance

sheets for all business units are now easier to analyze for

finance users and executives.

All necessary spreadsheets have been rebuilt in GL Wand, so

instead of importing data from various sources to compile

reports, data is automatically populated and spreadsheets

are built within minutes. New data inputs are shared across

all spreadsheets, and reports are immediately readable and

attractive, eliminating the painstaking formatting task.

“We have basically eliminated our human error potential

while speeding up processes,” explained McCauley. “We

also have given our analysts and accountants a tool to help

them find problems and opportunities within our financials

far easier than before.”

Comparison reports are simple with only a date change

necessary. Executives especially appreciate the ability

to make their own data comparisons and build their own

reports.

“Our executives are right on board and can do their own

comparisons,” McCauley described. “They love that.”

Oracle support personnel have appreciated GL Wand’s

ease of use and how it works within the Excel interface,

making it uncomplicated for accountants. GL Wand users

have also found that support from Excel4apps is quick and

convenient.

With the success of GL Wand, Avista chose to also install

the newest product from Excel4apps: Budget Wand. This

product allows Excel to be used as the front end to the

Oracle General Ledger Budgeting functionality, further

contributing to fast and smooth accounting and finance

operations at Avista.

“With GL Wand and Budget Wand, reports of all types are

quicker to generate,” McCauley said.

2010-2011 Edition

8

Like all technology, Oracle’s E-Business Suite is constantly

evolving to provide new and easier to use functionality.

Similarly, the E-Business Suite reporting tools are also

evolving. Older tools are being enhanced and new tools

become available. Transforming E-Business Suite data into

relevantinformationisnoweasierthanever.However,with

so many changes and new options, understanding which

tools work best for your organization can certainly be

challenging. That is why OAUG and IT Convergence are

offering a workshop to help determine what reporting tools

will work best for you.

The workshop provides an overview of all of the reporting

tools typically used for reporting E-Business Suite Data.

It starts with the basic operational reporting tools such as

Oracle Standard Reports and Financial Statement Generator

(FSG) Reports. The workshop continues with the tactical

reporting tools such as BI Discoverer and various Noetix

tools. Finally, the workshop focuses on strategic reporting

tools such as Oracle Business Intelligence Enterprise Edition

and Oracle Business Intelligence Analytics. A key feature of

the workshop is to provide students with actual hands-on

exercises on many of the products so they truly understand

how the tools work from the end user perspective.

This workshop is targeted at two groups of users:

• NewE-BusinessSuiteusers.Thisgroupistryingto

understand all of the reporting options available.

They then will develop an implementation approach

that fits their reporting requirements, timeline

and budget.

• ExistingE-BusinessSuiteusers.Thisgroupwantsto

get to the next level of reporting to expand their

current capabilities. Within each of these groups,

both end users and IT technical staff have attended

the workshops. Their feedback has been interesting.

End users focus on how quickly they can create reports,

graphs, dashboards, etc., depending on the specific reporting

tool they are using. While the exercises do cover much of

the functionality, these exercise are not intended to make

anexpertonaspecifictool.However,Ihavebeensurprised

to see how far some of the students were able expand on

the basic exercises to try more complex functionality to

meet their actual reporting requirements. I could see the

excitement in their eyes when they were able to get a report

or dashboard that would work for their organization.

IT technical staff appreciated the ease of use of these

tools but also want to know what it takes to install and

maintain the environment to support these tools. While

this workshop focuses on end users, we do cover some of

the planning and infrastructure issues associated with each

tool. End users understand there is work to do before the

tools can be available. IT staff also realizes this was just the

beginning and that other workshops such as the OBIEE for

Administrator workshop may be the next step in their quest

to understand what is needed.

The student feedback on the workshop has been positive.

They liked the fact that one workshop could review a wide

range of reporting options. They also liked the ability to

get actual hands-on experience with many of the products

to understand their functionality and make comparisons

to determine which will fit best in their organization. For

larger workshop classes, students also have the chance

to learn from each other. They readily discuss their own

experiences with different reporting tools. They may also

gain some insight as to how other organizations are making

their reporting tool decisions.

From my personal perspective, I enjoy leading these

workshops. I am able to use my thirty plus years of IT

experience to help others with their reporting tool decisions.

I also can state that I learn something from each workshop.

In some cases, a student may show me something about

a tool which I did not know. In other cases, a student will

ask a question that forces me to research a new topic. This

provides me an opportunity to keep up with the constantly

evolving E-Business Suite reporting technology.

Learn more about the OAUG-ITC Oracle Applications

Workshops at www.oaug.org/workshops.

OAUG’s R12 E-Business Reporting Options Workshop – What’s in it for You?

By Barry Markovic, Managing Principal Consultant, IT Convergence

9

1. Will we need both real-time reporting and analytics? Most customers do and you probably will, too.

You will want to look at solutions that provide

access to real-time transaction data as well as data

warehouse models for more complex analysis.

2. What functional areas will we need coverage for? Don’tfocusonjustFinancialsorHumanResources

simply because you need to implement those

modules first. Look at your more complex (and

less obvious) applications such as Enterprise Asset

Management, Time and Labor or Depot Repair.

Try to find a solution that provides coverage for everything needed now and in the future.

3. We already own a few BI tools – can we continue to leverage those? You might have users who are familiar with Oracle® Discoverer. Maybe you have a department that is experienced

with IBM® Cognos® BI or SAP® BusinessObjects™. It’s possible that you just purchased OBI EE from Oracle and

are looking forward to using it. Many organizations have more than one of these platforms. It makes good

business sense to look at options that allow you to get value from your existing investments, while providing a

common “data model” that remains consistent across the tools used throughout your organization.

4. How will an EBS upgrade affect my BI reporting? Whether you’re currently on R12 or still on 11i, you are almost certain to go through an EBS upgrade at some

point— probably multiple times. You will want a BI solution that makes those upgrades easier—something that will

protect your reports and dashboards (and customizations you may have made) when you do the upgrade, so you

don’t have to redo all of that hard work.

5. What experiences have others gone through? Look for a solution that you know will work—something proven, something currently in use by organizations like

yours (similar size, similar industry, similar user requirements), and something mature enough to have gone

through a few upgrades. It’s also a good idea to try to network with other Oracle EBS customers to learn firsthand

of their successes and challenges.

Noetix provides real-time operational reporting and packaged analytics for Oracle Applications, automatically delivered

into all major BI platforms. For more information, please visit www.noetix.com.

Things to Consider When Evaluating Business Intelligencefor Oracle® E-Business Suite

By Daryl Orts, Vice President, Engineering Technologies at Noetix Corp.

2010-2011 Edition

10

The transition from 11i to R12 is a major initiative for any E-Business Suite (EBS) customer. 11i customers can now upgrade

instead of reimplement, shorten the time-to-value at a lower cost, and provide a better R12 result for both the business

and IT.

DefinitionsUpgrade – Maintain all existing setups and use Oracle scripts to move all the data from R11i to R12 Reimplement –

Configure a new instance, extract and convert existing data, and load the data into the new instance. Generally customers

bring over a limited amount of data and reposition the existing instance as a read-only legacy instance to maintain an

audit trail.

Setups – Not Easily ChangedThe reason customers had to make the choice between reimplementing and upgrading in the first place is the underlying

“setup” concept. There are certain types of setups “that are not easily changed” within Oracle E-Business Suite.

What Changes the Game?This is where eprentise Transformation software changes the game – it changes the entire concept of “not easily changed”

setups. In turn, the 11i to R12 upgrade vs. reimplementation decision is reversed. With eprentise software you can change

the “not easily changed” setups, keep your history, and consolidate multiple instances. If your goal is to have complete,

consistent, and correct data everywhere, then eprentise can help. If your goal is to go from 11i to R12, Oracle upgrade

software does that.

Top 5 Reasons to Upgrade1. You can change your Chart of Accounts. Upgrade uses FlexField® to change one or more COA’s segments

and values so you can adopt a single global COA.

2. You test new EBS setups in familiar 11i. Using eprentise software, you can change any setup including Legal

Entities, Sets of Books, Operating Units, Key Flexfields, Calendars, Organizations, System Items, and Categories.

3. Yourhistorymatters.UpgradeusesOracleupgradetoconvertall11idatatoR12.Havingallthehistory

in one place means better management reporting, a cleaner audit trail, and consistent data for better

business intelligence.

4. Upgrade offers the most direct path and shortest time to single instance R12 business value. The most powerful

upgrade advantage for multi-nationals is consolidation to a single global instance with standard business processes

and all history data prior.

5. Upgrades cost less. EBS customers pay for Oracle upgrade software even if they select reimplementation.

Why leave money on the table and pay extra to do it yourself?

5 Reasons to Upgrade to R12 Instead of Reimplementing

By Helene Abrams, CEO, eprentise

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Transition Paths – 11i to R12These diagrams illustrate the differences between a reimplementation and an upgrade approach.

The first diagram shows the upgrade approach.

The second diagram shows the reimplementation approach. Customers following this path usually end up with the two

instances (one R11i and one R12), and keep work around mechanisms in place to span the instances or to make adjustments

in a downstream BI environment.

Visit www.eprentise.com to learn how you can upgrade to R12 instead of reimplementing, shorten the time-to-value at a

lower cost, and provide a better R12 result for both the business and IT.

Figure 1:Upgrade Approach

Figure 2:Reimplementation Approach

2010-2011 Edition

12

Oracle EBS data loading using appLOAD™ at LifeWay Christian Resources

By Austin Davis, Vice President of Marketing, Chain-Sys

LifeWay Christian Resources is a religious nonprofit

organization and is an entity of the Southern Baptist

Convention. LifeWay produces Bibles, church literature,

books, music, audio and video recordings, church supplies,

and Internet services. The ministry operates 154 LifeWay

Christian Stores across the country. LifeWay’s home office is

in Nashville, Tennessee, where about 1250 employees work.

LifeWay has successfully implemented Oracle EBS Financials,

Projects, APC, Inventory, Purchasing, Order Management

and Advanced Pricing modules for its global operations.

LifeWay is on version 11.5.10.2 and their production

database size is 1200 GB.

Data loading activities performedby LifeWay:• Itemcreationandupdate.

• Itemcategories,itemcatalogsanditemcross

reference creation and update.

• PLM:AdvancedProductsCatalogcreation.

• BillsofmaterialCreationandUpdate.

• NewCustomerCreationandUpdate.

• ARInvoice,CreditMemosandDebit

memo creation.

• ARCashReceiptapplicationwithor

without the invoice numbers.

• ProjectBudgetCreation.

• Projectswithtasksandkeymembercreation

and update.

• PriceListcreationandupdate.

• Salesorderprocessing.

The Struggle with DataLoaderManual mass data loading/maintenance within Oracle

E-Business Suite can be tedious and very time consuming.

LifeWay utilized DataLoader for performing data loading

as an alternative to manual methods. The DataLoader tool

took lot of time and still could not provide a fool-proof

and robust solution. Amy Goolsby recalls that for about

1500 items loading it required constant monitoring and

took 2 weeks with 8 computers in the conference room.

This time does not include the data loader spread sheet

preparation time.

LifeWay chooses appLOAD™ LifeWay evaluated and selected appLOAD™ productivity

tool from Chain-Sys Corporation for its Data Loading

activities in Oracle E-Business Suite. appLOAD™ is a new

generation data conversion tool for Oracle E-Business Suite

R12/11i. appLOAD™ is a reliable and scalable back end

web based application which is not front end driven and not

EXCEL macros driven. This tool aims to reduce the cost and

time of Oracle EBS data conversion activities. Any business

user can confidently use this tool and convert the data

without any technical assistance. With appLOAD™, there is

no programming required for any of your data conversion

needs. appLOAD supports all the open interfaces and API’s

available within Oracle E-Business Suite R12/11i.

Productivity gains using appLOAD™

Within a week of installing appLOAD, the business users

started using the tool very effectively for their data loads.

Amy Goolsby remarks, “What I like about appLOAD is how

fast it is. appLOAD executes the data loading processes in

the background with no baby sitting needed. I can do the

same task in 4 hours that used to take two weeks.”

David Jamieson of LifeWay says, “The projected return on

investment provided through use of the appLOAD application

easily justified the cost of the product. We have identified

uses that impact all business areas within E-Business Suite.

Chain-Sys has been extremely responsive in identifying

the most efficient uses of the tools and responding to our

questions as we have begun to use the tool.”

CHAIN SYS•www.chain-sys.com

appLOAD™ Benefits• Timeandcostsavings.

• Highlystable,reliable,andscalable.

• Fastinprocessingthedataloads.

• Allprocessesareexecutedonthe

application server as a Java

process (thread).

• NoneedtowatchDesktop/

Laptop screens when processing

takes place.

• Highlyuserfriendly.

The Right ToolThe appLOAD™ tools are a right choice for the IT

environments of today and the technology changes

that are coming up. Rooted in Enterprise Java/J2EE

standards, it takes advantage of the enterprise

quality scalability and reliability of the platform

and is amenable to traditional deployments within

the enterprise as well as to the Software as a

Service model. appLOAD™ is currently available

in Managed SaaS and Subscription SaaS for EBS

Data Conversion needs.

About Chain-SysChain-Sys is an Oracle Certified Partner and has

been highly successful in EBS Engagements using

OBAs and appLOAD™ tools. The appLOAD

Productivity tools (appLOAD™, appEXTRACT™,

appINTERFACE™, appMIGRATE™) accelerate the

technical implementation, ease production data

maintenance, migrate data to R12 and provide

around 85% cost savings. www.chain-sys.com.

austin@chain-sys.com.

13

Oracle EBS Test

Oracle EBSQA

Production InstanceOracle EBS 11i – Non Production Instances

Oracle EBSProduction

Oracle EBSDevelopment

appLOAD™ appLOAD™

appLOAD™ Productivity Suite - Hub and Spoke Model for LifeWay Christian Resources

Be sure to ask your software vendors with integration to Oracle applications if they have Oracle Validated Integration.

With Oracle Validated Integration, Oracle applications customers can be confident that a partner’s integration has been tested and validated by Oracle as functionally and technically sound, that the partner solution is integrated with Oracle applications in a reliable, standards-based way,and that the integration operates and performsas documented.

For the most current list of Oracle Validated Integrations, please visit http://www.oracle.com/us/partnerships/solutions/index.html.

Validated Integration

Oracle Applications

14

The automotive industry aftermarket is worth more than

$250 billion and growing annually. With a booming market

such as this, it is no surprise that many distributors of

aftermarket automotive products have expanded their

operations in order to reach additional markets and

become a truly global operation. As experienced by

one aftermarket auto parts supplier, multiple enterprise

resource planning (ERP) environments can be difficult to

manage due to the shared aspects of the different systems

as well as the disparate aspects between them.

The company is headquartered in the US but has extended

its network to Canada, an initiative that required additional

IT support in the form of an additional instance of its

Oracle E-Business Suite (EBS) ERP system as that provided

the shortest time to a go-live. Both the US and Canadian

enterprise-class data centers operated a production

instance, a test instance, a development instance, and a

project instance in addition to the backup and DR instances,

and the maintenance costs were simply out of line with

growing the business efficiently.

The two main areas of the business involved with the

planning and decision making for the consolidation project

simultaneously developed their own business cases for

going forward:

Finance / HR:• Facilitateefficientandeffectivedecisionmaking

with timely and reliable fact based information

• Obtainasingleversionofthetruth/singlesystem

of record

• Accessreal-timeinformationatconsolidatedlevel

• CreateCentralizedSharedServices(maintenance,

setup, centralized processing)

IT:• ReduceexpenditureonhardwareandITpersonnel

(fewer servers, fewer databases, less storage)

• Maintainconsistentsupportbyeliminating

multiple instances

• Eliminateduplicateintegrationsandinterfaces

• Reducetestingduringpatchesandupgrade

Regional production instances were an obstacle to business

improvements and the ability to grow. Additionally, the

sales from Canadian operations accounted for only 10% of

the company’s total revenue, but the level of IT support

required to maintain the Canadian instance was virtually

equivalent to that required to maintain the US instance.

It made very little sense for 10% of the revenue to be

burdened by the cost structure of an entire EBS instance.

Project Planning and RoadmapThe consolidation project was done in three stages. The first

stage started involved running eprentise Metadata Analysis

to discover the scope of the project and identify the rules

that needed to be created by eprentise Consolidation

software. The second stage of the project moved all of the

data, including history, from the Canadian instance into

the US instance. The third phase of the project focused on

standardizing all configurations, resolving duplicates, and

restructuring operating units and inventory orgs to allow the

business to leverage suppliers, execute common business

processes, and do business as a truly global enterprise.

ResultsBy using eprentise Software to consolidate two regional

instances to a single, global instance, the company saved

millions of dollars and months of project time compared to a

similar company’s alternative approach of hiring consultants

to do a manual data migration.

Automotive Parts Supplier Consolidates Regional Production Instancesof Oracle E-Business Suite to Achieve Consistent Business Processesand Reduce Maintenance and License Fees

By Natalia Warren and Chris Busbee, eprentise

“IT wanted to consolidate because of

the reduced hardware footprint, reduced

maintenance, and reduced support across

all areas, but it wasn’t until the stakeholders

saw a direct business benefit that we finally

received approval.”

15

Major benefits included:

• ReductioninITcostsfromdecreasedITfootprint

n Elimination of duplicate efforts across various teams

n Single project for fixes, enhancements, patches, project work, and upgrades

n Consistent support for development, test, project, and production instances

n Elimination of duplicate integrations and interfaces

n Reduced testing during patches and upgrades

n Elimination of duplicate Disaster Recovery environment

n Reduction in hardware costs

• OperationofSharedServicesforfinancialprocessing

• Expandedfunctionalitywithoutincreasingheadcount

n New modules, new third-party applications expanded to cover all operations without additional license fees

• Efficientandeffectivedecisionmakingwithtimelyandreliablefact-basedinformationforboththeUSandCanada

n Access to a single version of the truth from a single system of record

n A central repository for all customer and supplier information

n ConsolidatedFinancial,HR,andSupplyChaindata

n Forced data standardization simplified the period-close and reporting process

n Improved consolidated reporting

n Enhanced global operations

• Agilitytoadoptnewtechnologiesandundertakenewbusinessinitiatives

• Significantsavingsoverreimplementationalternativeinbothtimeandcost

• Retentionofallhistory

While the auto parts supplier has future plans to upgrade to Oracle E-Business Suite Release 12, they are confident that

using eprentise Consolidation software to consolidate instances has prepared them for the smoothest possible upgrade

plan, allowing them to perform the upgrade to R12 a single time.

What does it cost you to run your business on E-Business Suite as it grows or changes? Visit www.eprentise.com to learn

how to reduce costs and improve value with an agile, single-instance global enterprise that leverages the features of R12.

2010-2011 Edition

E-Business SuiteAT&T

Bottomline Technologies

Chain-Sys

CM Mitchell Consulting

Colibri Limited Company

eprentise

Excel4apps

Informatica

IT Convergence

KBACE

Kofax

Lumigent Technologies, Inc.

Mercury Technology Group

More4Apps

NaviSite

Noetix

OneNeck IT Services

Project Partners

ReadSoft

Red River Solutions

Rolta TUSC

SmartDog Services

Solix Technologies

Solution Beacon

TAKE Supply Chain

Talent Technology Corporation

TurnKey Solutions

Unitask

Vertex, Inc.

XTglobal

PeopleSoft EnterpriseAT&T

Informatica

Maverick Solutions

NaviSite

Noetix

OneNeck IT Services

ReadSoft

Talent Technology Corporation

TurnKey Solutions

Vertex, Inc.

Siebel CRM/OBIEECM Mitchell Consulting

Informatica

Maverick Solutions

Noetix

Teradata

XTglobal

Fusion MiddlewareCM Mitchell Consulting

Innowave Technology

Kofax

Maverick Solutions

Rolta TUSC

Solution Beacon

AgileColibri Limited Company

PrimaveraProject Partners

HyperionOneNeck IT Services

Red River Solutions

Rolta TUSC

Solution Beacon

Teradata

OtherCM Mitchell Consulting

Informatica

More4Apps

ReadSoft

Solution Beacon

Talent Technology Corporation

Product Families

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Company

Listings section

beginning on

page 20

Services

ConsultingCM Mitchell Consulting

Colibri Limited Company

Innowave Technology

IT Convergence

Maverick Solutions

Red River Solutions

Rolta TUSC

Solution Beacon

TurnKey Solutions

Vertex, Inc.

ImplementationChain-Sys

Kofax

Project Partners

Red River Solutions

Rolta TUSC

Solution Beacon

XTglobal

Hosting ServicesAT&T

IT Convergence

Mercury Technology Group

NaviSite

OneNeck IT Services

Managed ServicesAT&T

Colibri Limited Company

IT Convergence

NaviSite

OneNeck IT Services

Rolta TUSC

SmartDog Services

Solix Technologies

TurnKey Solutions

XTglobal

Systems IntegrationCM Mitchell Consulting

More4Apps

Project Partners

Rolta TUSC

Solution Beacon

TrainingIT Convergence

Maverick Solutions

Solution Beacon

HardwareTeradata

SoftwareBottomline Technologies

CM Mitchell Consulting

eprentise

Excel4apps

Kofax

Lumigent Technologies, Inc.

Noetix

Project Partners

ReadSoft

TAKE Supply Chain

Teradata

Unitask

Vertex, Inc.

OtherCM Mitchell Consulting

OneNeck IT Services

Talent Technology Corporation

172010-2011 Edition

Company

Listings section

beginning on

page 20

Enterprise Performance Managementeprentise

Excel4apps

IT Convergence

Noetix

Red River Solutions

Rolta TUSC

SmartDog Services

Solution Beacon

Teradata

Business Process OutsourcingIT Convergence

Red River Solutions

XTglobal

Customer Relationship ManagementCM Mitchell Consulting

XTglobal

Financials ManagementAT&T

Bottomline Technologies

CM Mitchell Consulting

Colibri Limited Company

eprentise

Innowave Technology

IT Convergence

Kofax

Maverick Solutions

NaviSite

ReadSoft

Rolta TUSC

Solution Beacon

Teradata

TurnKey Solutions

Vertex, Inc.

Governance, Risk and ComplianceCM Mitchell Consulting

eprentise

Informatica

Lumigent Technologies, Inc.

Rolta TUSC

Solix Technologies

Vertex, Inc.

Human Capital ManagementAT&T

IT Convergence

KBACE

Maverick Solutions

NaviSite

Solution Beacon

Talent Technology Corporation

TurnKey Solutions

Master Data ManagementChain-Sys

eprentise

Informatica

On DemandOneNeck IT Services

ProcurementKofax

Project and ManagementOneNeck IT Services

Supply Chain ManagementColibri Limited Company

ReadSoft

Rolta TUSC

Solution Beacon

TAKE Supply Chain

Application Information Lifecycle ManagementInformatica

Project Portfolio ManagementProject Partners

OtherCM Mitchell Consulting

Informatica

Mercury Technology Group

More4Apps

OneNeck IT Services

ReadSoft

Talent Technology Corporation

Solution Areas

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192010-2011 Edition

AT&TSales Contact: Sales888.245.7874 www.att.com/oracle

AT&T’s Hosting & Application Services combines the power of AT&T’s network, hosting capabilities, and application

services expertise. With 600+ hosted and managed instances, AT&T delivers implementation and support services for the

completesuiteofOracleapplications,including:Oracle,PeopleSoft,Hyperion,andSiebel.

Bottomline TechnologiesSales Contact: Rick Bell325 Corporate DrivePortsmouth,NH03801info@bottomline.com800.472.1321www.bottomline.com

Bottomline Technologies provides collaborative payment, invoice and document automation solutions to

corporations and financial institutions around the world. Our solutions are used to streamline and manage

processes involving payments, global cash management, transactional documents and invoice approval.

HeadquarteredintheUnitedStates,BottomlinealsomaintainsofficesinEuropeandAsia-Pacific.

Chain-SysSales Contact: Austin Davis325 S. Clinton Street | Suite 205Grand Ledge, MI 48837austin@chain-sys.com517.627.1173 x 202www.chain-sys.com

appLOAD™ data loading into EBS for initial conversions and regular data maintenance, available in traditional and SaaS

models. Reliable and Scalable server based solution and not driven by excel macros. appMIGRATE™ provides easy data

migration into R12. 80% cost savings.

Company Listings

20

Company Listings

CM Mitchell ConsultingSales Contact: Jennifer Pippen1805 Shea Center Drive | Suite 240HighlandsRanch,CO80129jennifer.pippen@cm-mitchell.com303.526.2796www.cm-mitchell.com

CMMC specializes in designing, developing and deploying enterprise level strategies related to Enterprise Content

Management and Oracle E-Business Suite solutions. CMMC’s patent pending DocSavi™ middleware solution is an Oracle

Validated Product which leverages Oracle’s standard API’s to provide a light footprint integration between any Oracle

E-Business Suite module and document management systems. CMMC is a certified partner and authorized reseller of

Oracle, IBM FileNet, Kofax, AnyDoc, Fujitsu and WeWebU products. We provide professional services, integrations and

document management life-cycle solutions.

Colibri Limited CompanySales Contact: Jimmy Jones419ECrossvilleRoad|Suite102Roswell, GA 30075 jjones@colibrilimited.com678.352.1001www.colibrilimited.com

Colibri provides highly skilled, professional resources to assist clients in fully leveraging Oracle Applications functionality

and improving their Database operations. We specialize in delivering and managing Oracle e-Business Suite solutions as

well as remote and on-site DBA and development services.

eprentiseSales Contact: Skip Straus8815 Conroy Windermere Road | Suite 302Orlando, FL 32835 sstraus@eprentise.com408.549.1374www.eprentise.com

eprentise provides an alternative to reimplementation through Transformation Software for E-Business Suite. eprentise

software consolidates EBS instances and changes any existing setups including all flexfields, charts of accounts, or

calendars, and moves or consolidates legal entities, business groups, inventory organizations, and operating units. Results

are reduced costs, increased efficiencies, and the ability to adapt to changing business requirements. The company’s

flagship product, FlexField®, is the only software product in the market to change a chart of accounts quickly and easily.

212010-2011 Edition

Company Listings

22

Excel4appsSales Contact: Scott Stollwerk8384 Six Forks RoadRaleigh, NC 27615scott.stollwerk@excel4apps.comwww.excel4apps.com

Excel4apps is a provider of best-in-class Excel based reporting and budget loading software for Oracle. All products are

available for immediate download and free trial, installing in minutes with no data warehouse and no additional hardware,

setup or security configuration needed.

InformaticaSales Contact: Megan Hines100 Cardinal WayRedwoodCity,CA94063mhines@informatica.com212.262.2465www.informatica.com

Informatica is the world’s number one independent leader in data integration software. With Informatica, organizations

around the world gain a competitive advantage in today’s global information economy with timely, relevant and trustworthy

data for their top business imperatives. Informatica delivers a comprehensive, unified, open and economical software

platform to reduce IT costs and expedite the time to address data integration needs of varying complexity and scale. The

Informatica Platform supports all aspects of the data integration life cycle.

Innowave TechnologySales Contact: Mike Adams2151 Michelson Drive | #230Irvine,CA92612madams@innowavetech.com949.223.6425www.innowavetech.com

Innowave Technology is an information architecture consultancy leveraging industry-leading applications and technology

to improve business processes, increase agility, simplify enterprise integration, and reduce the overall cost of your Oracle

investment. We provide unique solutions using Oracle Applications and Technology.

Validated Integration

Oracle Applications

Company Listings

23

IT ConvergenceSales Contact: Brian Koh450 Sansome Street | 13th FloorSanFrancisco,CA94111bkoh@itconvergence.com1.800.675.0032www.itconvergence.com

IT Convergence is the premier, global provider of Oracle E-Business Suite, Fusion Middleware, and Database solutions.

Our mission is to improve business processes through better use of technology. We do that by offering consulting, hosting,

support, education, and development services through our offices in North America, India, China, and Latin America

enablingourclientstoimprovebusinessperformance,wherevertheyareintheglobe.Since1998,ITConvergencehas

successfully partnered with 600 companies in over 50 countries.

KBACESales Contact: Steve Huebner6 Trafalgar SquareNashua,NH03063shuebner@kbace.com603.821.7000www.kbace.com

With an unwavering commitment to success, KBACE enables clients to be productive from day one by maintaining multiple

lines of business dedicated to the Oracle® E-Business Suite: Professional Services, Education, Advanced Technology,

Analytics,SupportServices,andhosted,HCMSolutionswithFlexibleBusinessProcessOutsourcing.

KofaxSales Contact: Mark Golden15211 Laguna Canyon RoadIrvine,CA92618mark.golden@kofax.com949.727.1733www.kofax.com

Kofax is the leading provider of document driven business process automation solutions that streamline the flow of

information throughout an organization, by managing the capture, transformation and exchange of critical information in

a more accurate, timely and cost effective manner.

2010-2011 Edition

Validated Integration

Oracle Applications

Company Listings

24

Lumigent Technologies, Inc.Sales Contact: Paul Stoffer289GreatRoad|2ndFloorActon, MA 01720paul.stoffer@lumigent.com978.206.3627www.lumigent.com

Lumigent mitigates business risk, monitors for errors and fraud, and reduces the total cost of compliance by continuously

monitoring and ensuring the integrity of application controls and data that drive critical business processes such as

financial reporting, order-to-cash, and procure-to-pay.

Maverick SolutionsSales Contact: Fred Von Canon8521 Six Forks RoadForum II, Suite 108Raleigh, NC 27615fvoncanon@mavericksolutions.net919.844.2000www.mavericksolutions.net

Maverick Solutions offers technical and functional training for Oracle E-Business Suite and PeopleSoft, as well as for

OBIEE, SOA, Fusion Middleware, and the Oracle database. Our pricing, flexibility, and quality set us apart.

Call 866.Maverick and let’s talk about training!

Mercury Technology GroupSales Contact: Marc Schissler111 Pacifica Avenue | Suite 100Irvine,CA92618marc.schissler@mercurytechnology.com866.417.0260 x2www.mercurytechnology.com

Mercury Technology Group’s Oracle Applications Online service is a fully outsourced solution that provides all the

featuresandcapabilitiesofOracleE-BusinessSuite,butdeliveredasaHostedApplicationviaMercury’sEnterpriseCloud

Infrastructure at a price you can afford.

Company Listings

25

More4AppsSales Contact: Sales11400 W. Olympic Boulevard | Suite 200LosAngeles,CA90064usasales@more4apps.com+1 (0)310.445.8853www.more4apps.com

More4Apps is a global data integration software provider.

More4Apps offers the broadest selection of Excel-based data integration products to process information with superior

speed and accuracy. This provides more reliable, timely data delivery for users of the Oracle E-Business Suite who are

looking for the best user experience available.

NaviSiteSales Contact: Brady Reiter400 Minutemen RoadAndover, MA 01810breiter@navisite.com678.919.7752www.navisite.com

NaviSite is a leading provider of enterprise-class cloud-enabled hosting and managed applications services. The Company

offers a full suite of managed services for enterprises looking to outsource IT infrastructures and reduce capital and

operational costs. NaviSite is Oracle Certified Advantage Partner.

NoetixSales Contact: Sales5010 148th Avenue NE | Suite 100Redmond,WA98052sales@noetix.com425.372.2699,Toll-free866-4NOETIXwww.noetix.com

Noetix provides instant operational reporting and packaged analytics for Oracle Applications. Our patented metadata-

driven software and lean architecture deliver the lowest cost BI solution to acquire, implement, and maintain. Noetix uses

innovative technology to quickly eliminate the costly manual mapping efforts required to set up an enterprise reporting

environment. Easy search and navigation capability allows users to create ad hoc reports and answer their own questions

without help from IT. More than 1,400 customers use Noetix everyday to gain insight into their organization.

2010-2011 Edition

Company Listings

26

OneNeck IT ServicesSales Contact: Sales5301 N. Pima Road | Suite 100Scottsdale, AZ 85250info@OneNeck.com480.315.3000www.OneNeck.com

OneNeck IT Services is a leading hosting and managed services provider to mid-market companies. OneNeck supports a

variety of ERP applications and offers a wide range of services including application, database and network management,

data center management, 24/7 customer support, disaster recovery and desktop support.

Project PartnersSales Contact: Michael Zwain 520 Purissima StreetHalfMoonBay,CA94019mzwain@projectp.com973.822.2715www.ProjectP.com

Project Partners provides expert Project Portfolio Management services, and software products that extend Oracle

and Primavera applications to meet the needs of project-driven firms. An Oracle Platinum Partner, Project Partners has

executed global PPM projects for over 300 firms.

ReadSoftSales Contact: Emily Gelpi3838 Causeway Boulevard Lakeway III | Suite 2400Metairie, LA 70002oracle@readsoft.com www.readsoft.com

Achieve fast, cost-efficient document processing with Oracle-certified solutions from ReadSoft. Graco, Energizer and

6,500 other organizations trust ReadSoft to optimize purchase-to-pay, order-to-cash and enterprise capture processes.

Experience the ReadSoft Effect and maximize cash flow while overcoming repetitive, labor-intensive tasks.

Company Listings

27

Red River SolutionsSales Contact: Michael D. Stewart14800 Quorum Drive | Suite 325Dallas, TX 75254michael.stewart@redriversolutions.com972.715.6103www.redriversolutions.com/redriver

Red River Solutions is a full range solution provider utilizing a network of unparalleled, and experienced talent. We offer

end-to-end assessments of our client’s business processes, and find customized business and technology solutions that

quickly drive measurable results.

Rolta TUSCSales Contact: Eric Noelke333ButterfieldRoad|Suite900Lombard, IL 60148 noelkee@tusc.com630.960.2909www.tusc.com

Rolta TUSC is an experienced and knowledgeable IT partner that provides assessment, implementation, and ongoing

support services for mission-critical IT and business systems. In 2008, we underwent several acquisitions and a consolidation

of our Oracle and Business consulting practices, forming a cohesive quilt of services for the challenging times ahead. With

more than twenty years of experience creating and optimizing large-scale IT applications and infrastructure, Rolta TUSC

has the proven expertise required to help clients achieve their business goals through technology.

SmartDog ServicesSales Contact: Robert Specchio7004 Bee Cave Road | Building 3, Suite 100Austin, TX 78746sales@smartdogservices.com800.309.1213www.smartdogservices.com

SmartDog Services provides on-command Oracle expertise to customers who run the Oracle Technical Stack and eBusiness

Suite. SmartDog’s zero dollar approach is a straightforward, no commitment business model that provides flexible, cost-

effective Oracle expertise to customers in as little as fifteen minute increments. Our mission is to be your advocate in the

Oracle community – your “friend in the business.”

2010-2011 Edition

The Orac le Cus tomer ’s Bes t F r iend

Company Listings

28

Solix TechnologiesSales Contact: Akshay Kumar4500 Great America Parkway | Suite 120SantaClara,CA95054akshay.kumar@solix.com408.654.6413www.solix.com

Solix Technologies, Inc. is a leading provider of enterprise data management solutions that help businesses to improve

application performance, reduce storage costs, meet compliance and data privacy requirements.

Solution BeaconSales Contact: Sales 14419GreenwoodAvenueN|#332Seattle,WA98133sales@solutionbeacon.com888.603.9243www.solutionbeacon.com

Since 2001, Solution Beacon has been helping companies solve problems by providing solutions that maximize business

potential. With technical and functional expertise spans the entire EBS footprint, we help companies utilize Oracle

systems to solve the most complex enterprise wide issues. We are R12 experts; recognized for knowledge sharing with

OAUG presentations, our published books, and our public vision instance helping thousands of Oracle users to enhance

their understanding of Oracle.

TAKE Supply ChainSales Contact: Dawn Kovach6805CapitalofTexasHighway|Suite370Austin, TX 78731dawn.kovach@takesupplychain.com512.735.4242www.takesupplychain.com

TAKE Supply Chain’s real-time supply chain execution solutions improve the speed, visibility, and control of extended

manufacturinganddistributionsupplychains.Since1994,TAKEhasassisted320+clientsinautomatingandcontrolling

process execution within their extended supply networks.

Validated Integration

Oracle Applications

Company Listings

29

Talent Technology CorporationSales Contact: Jennifer Watkiss300–10991ShellbridgeWayRichmond, BC V6X 3C6Canadainfo@talenttech.com866.747.3375www.talenttech.com

TalentTechnologyprovidesrecruitingsoftwareforcorporateHRdepartments.ResumeMirror™istheonlyresumeparsing

and extraction solution with Oracle-validated integration to Oracle iRecruitment & PeopleSoft TAM. Our Extraction,

Search and Job Posting technologies are offered as add-on modules to ERP recruiting solutions.

TeradataSales Contact: Todd Cannaday2835 Miami Village Drive Miamisburg,OH45342todd.cannaday@teradata.com+1 866.548.8348www.teradata.com

Teradata is an Oracle Certified Partner focused on OBI and ODI, and a leader in enterprise data warehousing. The

combination of OBIEE Plus, OBI Applications, Essbase, and ODI with the EDW helps companies make better, faster

decisions that drive growth.

TurnKey SolutionsSales Contact: Carnig Izmirian621 17th Street | Suite 1320Denver,CO80293cizmirian@turnkeysolutions.com 866.366.2369x102www.turnkeysolutions.com

TurnKey Solutions provides Enterprise-level, functional and performance testing products and services for Oracle ERP,

CRM and custom applications. Our wide range of automated and outsourced Quality Management solutions is designed

to meet the diverse needs of clients and industries worldwide.

2010-2011 Edition

Enterprise Software Quality... Accelerated

Company Listings

30

UnitaskSales Contact: Sales7 W. Square Lake Road | Suite 112BloomfieldHills,MI48302sales@unitask.com866.Unitaskwww.unitask.com

OAUG Star Partner Unitask is committed to helping organizations implement, maintain, and run Oracle E-Business Suite

by enabling a print from anywhere, to anywhere environment and by managing and deploying system changes while

reducing error. Find more information at www.unitask.com.

Vertex, Inc.Sales Contact: Dave Homiak1041 Old Cassatt Road Berwyn,PA19312dave.homiak@vertexinc.com610.651.5361www.vertexinc.com

Vertex, the leading provider of global tax technology solutions, brings over 30 years of experience to the Oracle

community. Vertex provides transaction and income tax solutions that streamline compliance processes and provide data

management capabilities for Oracle, PeopleSoft and JD Edwards users.

XTglobalSales Contact: Chad Clifford18170 Dallas Parkway | Suite 201Dallas, TX 75287chad@xtglobal.com972.755.1810www.xtglobal.com

XTglobal, an Oracle Platinum Partner, specializes in implementation and upgrades of Oracle E-Business Suite 11i/12,

OBIEE,SiebelCRM,SiebelCRMondemand,andHyperionsuiteofapplicationsandprovides24/7OracleDBAservices

through its onsite/offshore and/or remote shared services.

Validated Integration

Oracle Applications

312010-2011 Edition

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