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2012 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technology Together 1 Fusion Applications: A Primer and Implementation Approaches 2 nd October, 2012 Session ID: CON7626 Mani Kumar Manda Rhapsody Technologies, Inc.

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Page 1: Fusion app deployment_upgrade_con7626_pdf_7626_0001

2012 Rhapsody Technologies, Inc., All rights reserved.

Bringing People, Processes and Technology Together 1

Fusion Applications: A Primer and

Implementation Approaches

2nd October, 2012

Session ID: CON7626

Mani Kumar Manda

Rhapsody Technologies, Inc.

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Bringing People, Processes and Technology Together 2

Agenda

As a result of this presentation, you will learn about

Fusion Applications:

• What it is?

• How is it made of?

• What it means to you?

• When it is coming?

• Recommendations

• Resources

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Bringing People, Processes and Technology Together 3

Introduction

• Founder and Chair for OAUG CDM SIG

• http://cdmsig.oaug.org

• http://groups.yahoo.com/group/cdmsig

• Founder/President of Rhapsody Technologies, an

Oracle partner specialized in implementing

Oracle’s MDM applications

• Speaker on topics associated with Oracle’s MDM

products • Customer Data Hub, Product Hub, Site Hub and Supplier

Hub

• Oracle eBusiness Suite, Oracle Fusion Applications

• Working with Oracle Applications for 17+ years

and implemented Technology Solutions for clients

in many industries.

Mani Kumar Manda

Rhapsody Technologies, Inc.

Naperville, IL, USA

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Bringing People, Processes and Technology Together 4

ABOUT RHAPSODY

•Founded in 1998

•Preferred Partner of Oracle

•Managed by a team of veterans with over a century of collective experience

•A player in MDM space even before the term “MDM” was coined

Products

Services

Assessments / Audits

Business Case Development

Strategy and Architecture

Implementation Roadmaps

Implementations / Upgrades

Data Governance Initiatives

Data Quality Initiatives

Enterprise Information Management (EIM)

Training and Workshops

Turn-Key Service Offerings

ERP / CRM / SCM / HCM

Oracle MDM Hubs & related Products

Site Hub

Hyperion DRM

Enterprise Data

Quality – Party (EDQ)

Enterprise Data

Quality – Product

(EDQP)

Customer Hub (CDH & UCM)

Fusion Customer Hub

Product Hub (PIM / PDH)

Fusion Product Hub

Supplier Data Hub

Supplier Life Cycle Mgmt.

E-Business Suite (R12) Fusion Applications

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Bringing People, Processes and Technology Together 5

Representative List of Customers

Healthcare Industry

Services Industry

Retail

Manufacturing Industry

High-Tech Industry Media & Other

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Bringing People, Processes and Technology Together 6

Fusion Applications !!!

What is it anyway?

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Bringing People, Processes and Technology Together 7

What is “Fusion Applications”

• Fusion Applications is neither “Fusion Technology” nor

“Fusion Middleware”, rather it is a new generation of

business application (just like existing EBS,

PeopleSoft, or Siebel) that is built using Fusion

Middleware from ground up, only better

• Fusion applications is

• Not any of the current applications; and

• It is all of the current applications in some form

• mashed up along with usability and business process

optimization giving birth to a new set of better applications

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Bringing People, Processes and Technology Together 8

Fusion Applications !!!

What is it made off?

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Bringing People, Processes and Technology Together 9

End User Productivity

• A process centric application

• business user friendly

• aligned with real life business processes

• An intuitive UI and rich feature set (known as UI Shell)

• Navigate to a Task or Activity quickly and easily

• Embedded dash boards in task flows that are role based empowering

users with analytical information

• Security enforcement with role based access

• Robust Help functionality available when and where user needs it

• Integrated Collaboration features such as Activity Streams,

Announcements, Discussions, Spaces, etc.

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Bringing People, Processes and Technology Together 10

Fusion Architecture

Business LogicView Data

OrchestrationHuman interaction Policy evaluationMonitoring

Rules

EngineAssign Task

TaskComplete

Human Workflow

Service

Mediator /BPEL

Process

results

factsBusiness

ActivityMonitoring

User

InterfaceADF Faces

components

Business ServicesADF Business Components

Data

Binding

SDO Services

Database

Schema

Events

We

bC

en

ter

Image is courtesy of Oracle

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Bringing People, Processes and Technology Together 11

Fusion Architecture

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Bringing People, Processes and Technology Together 12

Fusion Middleware technology

• SOA Suite (BPEL, BAM, Business Rules) • Application Integration Architecture

(AIA)

• BPM Suite

• Web Center Suite

• JDeveloper

• Applications Development Framework (ADF) • ADFui, ADFbc, ADFdi

• Weblogic Applications Server

• BI Publisher

• Oracle Business Intelligence Enterprise Edition Plus (OBIEE)

• Aka BI Foundation Suite

• Content Management

• Collaboration Suite

• Oracle Database 11g

• Essbase

• Enterprise Manager

• Identity Management

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Bringing People, Processes and Technology Together 13

In Comparison to R12 • ADF

• ADFui

• Metadata driven control logic

• Model abstraction through data bindings

• ADFbc

• Metadata driven validations

• EL expression support

• ADFdi

• Works closely with ADFbc & ADFui

• Requires Microsoft Excel 2007

• SOA Suite

• BAM (Business Activity Monitoring)

• BPEL (Business Process Execution Language)

• BPM (Business Process Management)

• AMX

• ESS (Enterprise Scheduler Service)

• EFF (Extensible Flexfields Framework)

• UCM (Universal Content Manager)

• Contextual Actions

• Web Center

• Identity Manager

• Security Manager

Where as EBS R12 is built upon

• OA Framework

• BC4J

• Workflow

• XML Gateway

• WebADI

• Concurrent Program Manager

• UDA

• FND Attachments

• Files Online

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Bringing People, Processes and Technology Together 14

Fusion Applications !!!

How is it built?

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Bringing People, Processes and Technology Together 15

Fusion Applications is made of…

Fu

sio

n A

pp

s.

OU

FN

D

EB

S D

M S

et ID

FU

SIO

N M

idd

lew

are

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Bringing People, Processes and Technology Together 16

Fusion Applications is

• A new application that is built ground up

• With

• Enhanced versions of EBS data model, Siebel CRM data model and PeopleSoft HCM data model

• Customer Data is based on Enhanced version of TCA framework

• PeopleSoft Set IDs

• Extensible Attributes

• Date Effectivity

• PeopleSoft Trees

• Without

• FND User

• EBS Responsibilities

• Operating Units

• Business Groups

• OICM

• Date Track

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Bringing People, Processes and Technology Together 17

Paradigm Shift

• Identity Manager replaces FND User

• Business Units replace Operating Units

• Access Control Governor replaces OICM

• Date Effectivity replaces DateTrack

• Enterprise Scheduler Service (ESS) replaces

Concurrent Manager

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Bringing People, Processes and Technology Together 18

Consists of

• User Experience (UX) focus, not just UI centric

• How fast a user can complete a task?

• Productivity focused and Process based

• Seamless Integration

• Social Collaboration Tools native to the application

• Spaces, Discussions, Activity Streams, Ratings, Tags …

• Enhanced Business Processes

• ADF Desktop integration

• A robust UI Shell

• Faster Navigation

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Bringing People, Processes and Technology Together 19

Consists of

• User Experience (UX) focus, not just UI centric

• How easily a task can be learned?

• Intuitive layout

• Embedded User Assistance

• Types

• Bubble Help

• In-field Help Notes

• Terminology Definition

• Instruction Text

• In-depth context sensitive assistance

• Structured around business processes

• Documentation includes FAQs, Examples, UPK Demos and PDF Guides

• Process based training that are packaged based on Roles and taught using case studies consisting of real world scenarios

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Bringing People, Processes and Technology Together 20

Consists of …

• Complete with Industry focus, Built with Open Standards Architecture and Integrated using AIA framework

• Process Centric

• Adopts Business Process Model approach (BPA Suite)

• 1100 Services

• Service = Object, e.g.: Invoice

• Service Method = Business Process Task, e.g.: Create Invoice

• Enhanced Functionality

• Facilitates Service Provider model with MOAC combined with BU Mapping

• Reusable Chart of Accounts Structure

• Native BI

• Over 20 Role based Dash Boards

Business Process Model

L0 - Industry

L1 – Process Area

L2 - Process

L3 - Activity

L0 - Task

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Bringing People, Processes and Technology Together 21

UI Shell

Global Area

Regional

Area

Contextual

Area

Local

Area

Global Area

Regional

Area

Contextual

Area

Local

Area

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Bringing People, Processes and Technology Together 22

UI Shell

Global Area

Regional

Area

Contextual

Area

Local

Area

Navigation

Tasks

Reports

Search

Analytics

Tools

Transactions

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Bringing People, Processes and Technology Together 23

Customer UIs

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Bringing People, Processes and Technology Together 24

Customer UIs

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Bringing People, Processes and Technology Together 25

Customer UIs

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Bringing People, Processes and Technology Together 26

Customer UIs

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Bringing People, Processes and Technology Together 27

Project Management Dashboard

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Bringing People, Processes and Technology Together 28

HR Organization Chart

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Bringing People, Processes and Technology Together 29

Sales Dashboard

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Bringing People, Processes and Technology Together 30

Fusion Applications !!!

Some Highlights

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Bringing People, Processes and Technology Together 31

Fusion Applications – High lights

• Information Access – When, Where and how it is needed

• Work Identification

• Personal Dash boards • What to do?

• Where to go?

• Watch Lists

• Work Lists

• Improved Business Process Management

• Embedded BI and Decision Support (OLTA)

• Guided Implementation Support (Functional Setup Manager)

• Workspaces organized through Project Groups

• Collaborate within applications

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Bringing People, Processes and Technology Together 32

Fusion Financials – GL – High lights

• Use of Business Units – Manage

Transactions

• One or more Biz Units are tied to Ledgers

• Flexible COA Structure

• Use of Trees in building, managing and

doing roll-ups for Segment values

• Built in Cubes for financial analysis and

reporting

• One Cube for the combination of one BU and

Calendar

• Sophisticated allocation engine

• Sub-ledger Accounting (SLA)

• Spreadsheet Integration

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Bringing People, Processes and Technology Together 33

Fusion Financials – Payables – High lights

• Supplier Profile

• Robust Supplier UI

• Supplier Administrator Work Center

• Supplier sites shared across Business Units

• Convergence of Supplier Contact and User

• Product and Service Hierarchies

• Ability to map one Procurement Business Unit to multiple Requisition

Business Units

• Invoices

• Scanned Invoices Images

• View scanned images from Payables

• Robust Payment processing

• Payment Work Area

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Bringing People, Processes and Technology Together 34

Fusion Financials – Assets – High lights

• Assets Dashboard

• Merge multiple source lines into a single asset

• Split a single source line into multiple assets

• Workload distribution

• Assign Preparers

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Bringing People, Processes and Technology Together 35

Fusion CRM – High lights

• Optimize sales planning by using

• Integrated Territory Management

• Quota Management

• Incentive Compensation

• Advanced sales forecasting

• Sales prospecting tools

• Process flows keeping sales processes in mind

• Fusion TAP

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Bringing People, Processes and Technology Together 36

Fusion MDM for Customer – High lights

• Built using enhanced version of Trading Community Architecture known as “Trading Community Model”

• 70% of the model inherited from Trading Community Architecture in R12

• 10% of the model came from PeopleSoft

• Rest are enhancements

• Enhanced search capabilities – Customer, Consumer and Contact

• Integrated dashboard with analytics for efficient management of customer data by data steward

• Integration with OneSource business information

• Real time de-duplication and cleansing of Customer data

• Real time address validation

• Can store multiple Party Names for a single Party in multiple languages

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Bringing People, Processes and Technology Together 37

Fusion MDM for Product – High lights

• Enterprise Common Product Model (CPM)

• Configurable and Auditable Governance Processes and Policies

• Pervasive Product Data Quality Management with native integration Oracle PDQ Server

• Streamlined Release Management

• Releases for Major changes

• Versions for Minor changes

• Integrated Catalog Management

• Comprehensive Embedded Product Data Analytics

Fusion Product Hub

Product & Catalog

Management

Common

Product Model

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Bringing People, Processes and Technology Together 38

Fusion Applications !!!

What is in released version?

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Bringing People, Processes and Technology Together 39

Fusion Applications v 1.0

Fusion Applications

Financials

CRM

HCM

SCM

PPM Procure-

ment GRC

GL

AR

AP

Assets

Other

Includes

MDM for

Cust.

Includes

MDM for

Product

Includes

DOO

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Bringing People, Processes and Technology Together 40

Fusion Applications v 1.0

• Excluded are

• Manufacturing

• Public Sector

• Industry Verticals

• Planning

• Etc.

• Limitations

• Limited Localization support (Primary focus is North

America and UK)

• Budgetary Control

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Bringing People, Processes and Technology Together 41

Fusion Applications !!!

Upgrade Scenarios

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Bringing People, Processes and Technology Together 42

Upgrade Scenarios

• One to One

• EBS to Fusion Apps

• PeopleSoft Financials to Fusion Apps

• PeopleSoft HRMS to Fusion Apps

• Siebel CRM to Fusion Apps

• Many to One

• Can not be done through automated upgrade path

• Upgrade one environment first

• and then reimplement rest

• Or Upgrade into another FA environment and consolidate FA environments

• One to Many

• If you use any functionality that is not part of V1 but still see business value in

going to Fusion Apps, this may result in multiple Fusion Apps instances.

• Can be mitigated through FA environment consolidation

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Bringing People, Processes and Technology Together 43

Upgrade Styles

• Continue with Apps Unlimited Path

• Upgrade only when you are ready

• Big Bang upgrade to Fusion Applications

• Suitable for only some companies, especially service

based ones

• Fusion V1 doesn’t include all the functionality (for

example lack of localization support, budgetary control,

manufacturing modules, etc.)

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Bringing People, Processes and Technology Together 44

Upgrade Styles

• Co-Existence Approach

• Co-existence of parts of Fusion Applications with current

applications environment

• Pre-packaged co-existence integrations (about 10 of

them with V1) using SOA and ODI. For example:

• Fusion distributed order orchestration to non-Fusion order

entry fulfillment

• Fusion Accounting Hub to non-Fusion financials

• Fusion MDM Hubs

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Bringing People, Processes and Technology Together 45

Fusion Applications !!!

What does this means to you?

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Bringing People, Processes and Technology Together 46

Adoption and Implementation

• Get trained in Fusion Middleware Technologies

• Or become a Dinosaur… Eventually…

• Prepare to re-implement if your current installation is heavily

customized

• Take stock of all customizations

• Document existing business processes

• Identify and document process issues and deficiencies

• Upgrade (probably technical) to EBS R12 if you are on R11i and

your installation is either vanilla or lightly customized

• Can upgrade easily from R12 to Fusion Applications, though you can

technically upgrade from R11i to Fusion Applications

• Older versions of EBS (prior to R11.5.10) will not be able to directly upgrade to

Fusion Applications

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Bringing People, Processes and Technology Together 47

Adoption and Implementation …

• Explore implementing Fusion Accounting Hub

• This will give you following benefits

• Sophisticated financial reporting base

• With sophisticated Allocation Engine

• With built-in Reporting capabilities through use of Cubes

• Minimal disruption

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Bringing People, Processes and Technology Together 48

Adoption and Implementation …

• Explore implementing Fusion MDM applications either for

Customer or for Product or both initially

• This will give you following benefits

• You are implementing a must have application that you most likely have not

implemented yet

• Learn the inner workings of Fusion Applications in the process

• By the time you are ready to migrate from Apps Unlimited Applications to

Fusion Applications

• You will have trained resources

• The product would have stabilized

• Oracle might have released one or two point versions

• Possibly increased functionality like releasing of Manufacturing modules

and/or MDM solution for other domains like Sites, Suppliers, Accounting,

etc.

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Bringing People, Processes and Technology Together 49

Adoption and Implementation …

• Explore implementing New Apps

• Identify business needs that are not being fulfilled by AU

Apps at your organization regardless of AU App exists or

not

• See if an App is provided by Fusion Applications

• Consider implementing these modules

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Bringing People, Processes and Technology Together 50

Fusion Applications !!!

Resources

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Bringing People, Processes and Technology Together 51

Resources – Oracle Site

At http://www.oracle.com/us/products/applications/fusion/index.html

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Bringing People, Processes and Technology Together 52

Resources – LinkedIn Group

Don’t forget to join a Linked In

group “Oracle Fusion

Applications”

http://tinyurl.com/3232emw

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Bringing People, Processes and Technology Together 53

Resources – Enterprise repository

Go to https://fusionappsoer.oracle.com/oer/ and login as Guest

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Bringing People, Processes and Technology Together 54

Resources – Recommended Reading

• Oracle Fusion Applications Enterprise

Structures Guide

• Oracle Fusion Applications Enterprise

Information Management Guide

• Oracle Fusion Applications Common

User Guide

• Oracle Fusion Applications Financials

Concepts Guide

• Oracle Fusion Applications Access

Control Governor User Guide

NOTE: You can download documentation from technet.oracle.com

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Bringing People, Processes and Technology Together 55

Resources - Fusion Applications UPKs

Login to edelivery.oracle.com site

Search for UPKs

Locate Fusion Applications UPK Media

Pack

Download the UPK files

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Bringing People, Processes and Technology Together 56

Resources - Other

• Follow news about Fusion Applications at Twitter ID:

ORCLFusionApps

• Fusion Applications Explorer A Tablet based app to provide

more insight into Fusion Applications (Will be released soon)

• Fusion Demo PODS in Moscone West First row of the Demo

pods in Moscone West Exhibit Hall at the Ground Level

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Bringing People, Processes and Technology Together 57

Conclusion

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Bringing People, Processes and Technology Together 58

In Short, Fusion Applications is …

“has more of what you need,

less of what you don’t,

and some of what you didn’t even think

possible.”

Paul Brook

VP, Application Support, Oracle

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Bringing People, Processes and Technology Together 59

A Q & Q U E S T I O N S

A N S W E R S

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Bringing People, Processes and Technology Together 60

Can be reached at: Mani Kumar Manda

Rhapsody Technologies, Inc.

1700 Park Street, Suite 205

Naperville IL 60563

Phone: 630-487-5801 x101

Email: [email protected]

AQ&Q U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S

Q&Q U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S

Session# CON7626

Oracle Fusion Applications Group at LinkedIn:

http://www.linkedin.com/groups?mostPopular=&gid=2316926 (http://tinyurl.com/3232emw)

Send me a note via email,

if you like to get latest

versions of the

Presentation and White

Paper.