implementation of oracle bi applications for jd edwards · obia for jde oracle bi apps 7.9.6.4...
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© Copyright 2013. Apps Associates LLC. 2
Confidentiality Statement
The content of this document is proprietary, confidential information pertaining to Apps Associates’ products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates.
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Agenda
• OBIA/JDE Overview
• OBI for CAR-FRESHNER Corporation (CFC)
• CFC Reporting Requirements
• The CFC Implementation
• Apps Associates Company Profile
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OBIA for JDE
Oracle BI Apps 7.9.6.4 provides ETL mappings for:
— JDE EnterpriseOne 8.1.1 SP1
o Financials
— JD Edwards World A9.2
o Financials
— JDE EnterpriseOne 8.1.2 and 9.0
o Financials
o Supply Chain/Order Management
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How to Customize OBIA
Source Specific
JDE
EBS
Universal Staging
Warehouse Tables AS400 Excel
FIN and SCOM
PO
Most Modules
OBIA E, T, L Custom Extract (E)
Universal Adaptors Predefined File Format
Custom: Extract Transformation Load
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Out of the Box Format Customized Format
‘Business Useful’ Balance Sheet
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Time Product
Product Cat Customers
Organization Plant
Warehouse
Trans type Status
Sales Dim
Sales Fact
EBS
JDE
Sales QTY = Booked - Cancelled
Custom Logic Sales QTY = Booked-Cancelled-Return-Manual Credits
Sources
Customization : Metric Definition
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Time Product
Product Cat Customers
Organization Plant
Warehouse
Trans type Status
Sales Fact
Salesrep
JDE
Category Codes Region Product Line
Cat Codes
Custom Logic
Customization : Category Codes
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• Users busy with routine work and no bandwidth for OBI
• OBI given very low priority
• High data volume
• Users with limited/little exposure to warehousing
• IT team with limited exposure to BI
• No existing reports to validate BI against
• No enterprise reporting standard
• Decision makers not involved with the BI Projects
Challenges with OBI Implementation
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• Steering committee
• User schedules
— Extra help for project team members
• Production downtime for cutoff
• Business process changes
— Period closing
• New functionalities
— Hierarchies
• Standardizing enterprise reporting
OBI Implementation Planning
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• AWS or other hosting services
• Security
• What should be delivered
• Project Approach
OBI Implementation Planning
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Company Profile
• Manufacturer of air freshener products
• ERP on JD Edwards/DB2
• Pre-BI reporting
– Excel
o FIN
o PO
o WIP
– Cognos
o SCOM
FIN SCOM
PO WIP
JDE
SCOM
Cognos
FIN WIP PO
Excel
ERP System
Reporting
Company Profile
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Business Drivers for OBI
• Cognos in use for more over 10 years
• More and more functions added to Cognos over the years without a systematic design
• BI solution needed for other ERP modules but Cognos design not scalable
• Cognos performance issues
• Cost associated with upgrading Cognos
• Decision points, hosted or in house
Business Drivers for OBI
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Supply Chain/Order Management
• Sales reporting
‒ At BOM assembly and component levels
‒ By current sales group
‒ By inventory item categories
• Margin calculation with commission cost
• Period rolling reporting
‒ 365 days
‒ 26 weeks
‒ 13 weeks
Financials
• Aging
‒ AP: 5
‒ AR: 6
• Custom group accounts definitions
‒ PnL accounts
‒ Balance sheet accounts
Reporting Requirements/Customization
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Item X, QTY 10 Item Y, QTY 4
Item X, QTY 10 Item Y, QTY 40
Item L, QTY 100 Item M, QTY 200 Item Y, QTY 40
Item A, QTY 1000 Item B, QTY 2000 Item M, QTY 200 Item Y, QTY 40
Ordered Item
Component Level 1
Component Level 2
• Item L QTY 10 ‒ Item A QTY 10 ‒ Item B QTY 20
• Item M QTY 20
BOM for Item X
Reporting Requirements/Customization
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• ETL performance
– 335 million GL balance records
– First 2 ETL runs took 2 weeks each
• Complexity of customizations
• JD Edwards unique table structures
– All periods in a year stored in same row in GL balances
– Sales orders and invoices stored in same table/row
– Current sales and history in separate tables
– Encrypted table and column names
• User Availability
– Routine work
– Other projects
– Multiple roles
• Testing
• User Training
Challenges with the CFC Implementation
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• Global provider of business & technology consulting services
• Founded in 2002 – Consistent Growth
– 600 employees
– US, Europe, India, Oman
– 75 resources dedicated to BI
• Recognized as one of the fastest growing private US companies by Inc 500/5000 (four consecutive years)
Performance. Growth. Excellence.
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• Strategic Partnerships & Certifications
– Oracle Platinum Partner & BI Pillar Partner
– Oracle Specializations (BI, BI Foundation, EBS, SOA & Database)
– Amazon Web Services Advanced Consulting Certified
– CMMI Level 3 Certification (March, 2013)
• Flexible & Cost Effective Global Delivery Model
Performance. Growth. Excellence.
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• 7+ Years Oracle BI Experience • Oracle BI Pillar Partner
• Member Oracle BI Leadership Board • Selected for Oracle BI Product Development Program
Key BI Customers
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Connect with Us
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Email: [email protected] [email protected]
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