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NAS Financials & Projects CommunityBrenda Roper Keith Masur George McLaughlinASG NASA Commercial


Agenda

• Welcome• Post OOW Updates

• EBS & PSFT Financial Management• EBS Projects

• Topics for next session• Q & A


Oracle OpenWorld 2009 Financial Management Track Highlights/Summary

Annette Melatti, Sr. Director Applications Product MarketingNovember 9, 2009


Agenda

• OpenWorld 2009• Overall highlights

• Agenda At A Glance

• Registration and Keynotes

• Streams and Sessions

• Content

• Financial Management Track

• Sessions

• Customers and Partners

• DEMOgrounds

• Sales

• Other

• Where to access audio and content

• Q&A

Overall HighlightsRegistration and Keynotes

• Registration as of 10/16/09: 34,000+• Full Conf: 12,662• Employee: 7,839• Exhibitor: 6,191

• Keynotes:• Sunday: Scott McNeally, Sun; Larry Ellison• Monday: Charles Phillips, Safra Catz; Ann Livermore, HP• Tuesday: Thomas Kurian; Michael Dell, Dell• Wednesday: Larry Ellison; S. Gopalakrishnan, Infosys; Special Guest – Arnold

Schwarzenegger

• General Sessions:• DB: Andy Mendelsohn• MW: Hasan Rizvi• Apps: Steve Miranda• Management & Infrastructure: Edward Screven & Richard Sarwal• Industries

8

KE

YN

OT

ES

Charles PhillipsSafra CatzMonday, October 128:30 am

Ann Livermore

Thomas Kurian

Tuesday, October 138:30 am

S. Gopalakrishnan

Larry EllisonMichael Dell

Wednesday, October 142:45 pm

Scott McNealy

Sunday, October 115:45 pm

Larry Ellison

Overall HighlightsStreams and Sessions

• 5 Streams– Database– Middleware– Applications– Industries– Management & Infrastructure (NEW THIS YEARNEW THIS YEAR)

• 1,900+ sessions (across 5 streams)• 710 Application Sessions (approx. 90 sessions for FM Track)

• Tagging (NEW THIS YEARNEW THIS YEAR)• Easy way to “tag” sessions with acronyms or other commonly

referred to names, making it easy for attendees to find content

• Everyone can create new tags or add an existing tag to any sessions via Content Catalog and Schedule Builder

10

Overall Highlights Tagging

http://www20.cplan.com/cc221_new/newCatalog.jsp

Financial Management TrackSessions

• Sessions in Track = 69• 4,500+ attendees (approx. 30% drop in attendance from 2008)

• Sessions “tagged” with Financial Management = 89• 6,700 attendees

• PeopleSoft• 12 Oracle delivered sessions showcased what’s coming in the

long awaited release 9.1

• E-Business Suite• 10 Oracle delivered sessions provided customers with an

overview of Release 12 and the latest Release12.1

Financial Management TrackTop Sessions for PeopleSoft

Session Id

Title TotalScanned

S307705 Which PeopleSoft Reporting Tool Best Fits Your Needs? 170

S308172 PeopleSoft Financial Management Solutions 9.1 Overview/Sneak Peek at Post-9.1 153

S308543 Leverage the Power of the Approval Workflow Engine in PeopleSoft Financials 9.1 147

S308540 More Automation and Control! PeopleSoft General Ledger 9.1 Automates Period Close

141

S309829 Managing the Conversion to IFRS: A Multi-Industry Perspective 103

S309808 Optimize Your Financial Applications with Oracle Imaging and Process Management 95

S308565 It’s All About Control: PeopleSoft Financials/SCM ChartField Security in Release 9.1 88

S308568 PeopleSoft Asset Management 9.1: A Customer-Driven Road Map 87

S308542 Get Ready for IFRS: PeopleSoft Financial Management Supports You 72

S308549 Better Mileage in Travel and Expense: PeopleSoft Expenses 9.1 Takes Control in Uncertain Times

69

Financial Management TrackTop Sessions for E-Business Suite

Session Id

Title TotalScanned

S311165 Oracle Financials Road Map and Vision: Oracle E-Business Suite Release 12.1 and Beyond

327

S308989 Oracle E-Business Suite 12 Upgrade: Best Practices to Obtain Business Value 230

S311166 Smart Reporting in Oracle Financials Release 12.1 168

S311167 Strategic Payables Transformation with Oracle Financials Release 12.1 153

S308874 Global Multiorg Strategy and Intercompany Solution (Oracle E-Business Suite 12) 143

S309842 Oracle E-Business Suite Financials Release 12 Upgrade Case Studies 143

S309651 Oracle E-Business Suite 12 Procure-to-Pay Process Flow 142

S309804 Improve Efficiency in Receivables with Oracle E-Business Suite Release 12.1 135

S308160 Oracle Approvals Management Case Studies for Accounts Payable, Purchase Orders, and HR

123

S311175 Streamline Payment Processing with Oracle Payments Release 12.1 109

S309829 Managing the Conversion to IFRS: A Multi-Industry Perspective 103

S309808 Optimize Your Financial Applications with Oracle Imaging and Process Management

95

Financial Management TrackPower “30 minute” Sessions (500+ attendees) (NEW THIS YEARNEW THIS YEAR)

Session Id

Title Optional Track TotalScanned

S308543 Leverage the Power of the Approval Workflow Engine in PeopleSoft Financials 9.1

PeopleSoft 147

S308565 It’s All About Control: PeopleSoft Financials/SCM ChartField Security in Release 9.1

PeopleSoft 88

S311185 Oracle Web Applications Desktop Integrator in Oracle E-Business Suite Release 12.1

Oracle E-Business Suite

88

S310336 Oracle Advanced Global Intercompany System: Sophisticated, Yet Simple to Implement—Case Study


66

S311182 Accelerate Oracle E-Business Tax Setup in Release 12.1 with Seeded Content


46

S311181 How to Modify Payment Formats with the E-Text Tool in Oracle E-Business Suite Release 12.1


43

S308544 Where's the Cash? Automate Collections with Collections Workbench in PeopleSoft Receivables 9.1

PeopleSoft 36

S308566 A PeopleSoft Real Estate Management Tool You Can’t Live Without

PeopleSoft 15

S309821 Improve Your Collection Process with Extended Payment Plans, Using Oracle Loans


6

Financial Management TrackCustomers and Partners

• Customers• 21 sessions had customer participation

• ALRAJHI BANK, AT&T, BMI, Caterpillar Financial Services Corporation, De Lage Landen, Drummond Company, Electronic Arts, LCRA, MoneyGram, National Security Agency, Perot Systems, Prologis, Rand Merchant Bank, Sutherland Global Services, Tabcorp Holdings Ltd, Telegent Systems, Tyco International Mgt Co., University of Michigan, Vail Resorts Management Company, VeriSign Inc.

• Partners– 12 sessions had partner participation

• Deloitte, Solution Beacon, KPMG, Accenture, Enterprise Solutions Group, PwC, USJade Corp., Selectiva, The Hackett Group

DEMOgrounds

• 310 Total demo stations• Applications = 112

• Financial Management = 10

• PeopleSoft (174 scans): “Release 9.1 previewed”• PeopleSoft Asset Lifecycle Management Solutions

• PeopleSoft Expenses and Invoices to Pay Processing

• PeopleSoft Credit-to-Cash Solutions

• PeopleSoft Financial Control and Treasury Solutions

• E-Business Suite (266 scans): “Release 12.1”• Financial Control and Reporting

• Asset Management

• Cash and Treasury Management

• Expenditure Management

• Receivables and Revenue Management

• Oracle E-Business Tax

Sales

• Solution Factories• Oracle E-Business Suite Release 12.1

• Separate pin created to track activity from OpenWorld

• http://launch.oracle.com/?EBUS

• Handed out business card size leave-behind

• At the end of the conference – 35 visits

• As of 10/28 – 80 visits (Financials/Projects tab #1 Solution Area selected)

• Oracle iReceipts

• Separate pin created for OpenWorld

• http://launch.oracle.com/?iReceipts

• Handed out business card size leave-behind

• At the end of the conference – 5 visits

• As of 11/5 – 8 visits

Other

• Focus On Documents• Cheat Sheet of everything related to a focus area• http://www.oracle.com/us/openworld/030606.htm

• Applications Lounge• One dedicated hour of “Meet the Experts” was applicable to

all product lines (EBS, PSFT and JDE)

• Partners• IFRS is the topic that several of our partners continue to show

interest in

• User Groups• Quest International User Group hosted a PeopleSoft 9.1

Launch Party at the Thirsty Bear on Monday, October 12th

LastlyAccess to Audio and Session Content

• All employees have access to Oracle On Demand• http://openworld.vportal.net

All employees click on the

HERE

LastlyAccess to Audio and Session Content

Enter Session ID, any “tag” or other keyword

Questions and Answers


Oracle OpenWorld 2009 EBS Projects Track Highlights/Summary

Dean Herback, Principal Product Strategy ManagerNovember 9, 2009

Agenda

• Quick Facts• List of sessions• Fusion• Customer Meetings• Projects SIG Meeting• Primavera Track• Customer Appreciation Reception• Q & A

Quick Facts

• Attendees from EBS Projects Strategy:

• Barbara Fox, Carl Morley, Dean Herback

• Two EBS PPM Demo Pods staffed by local SC’s and presenters

• 10 sessions focusing on EBS PPM

• 14 customer meetings

• Analyst Roundtable with all PPM products

• Meet the Experts session

• Up against bad economy and PMI conference!

List of Sessions

Session ID Title Primary Track Optional Track Speaker Name & Company

Total Scanned

S309834 Oracle Projects Road Map and Vision: Oracle E-Business Suite Release 12.1 and Beyond

Project Portfolio Management;


Barbara Fox, Oracle 145

S310301 Oracle Project Analytics: Powerful, Flexible Insight for Effective Project Management


Enterprise Performance Management/Business Intelligence

David Slater, Health Protection Agency; German Arciniegas, Oracle; Fred Richards, Oracle

101

S309826 Oracle Projects: You've Got Questions; We've Got Answers



Angela Bunner, Oracle; Selva Mudaliar, Oracle

83

S308495 Oracle Project Management: Successfully Implementing Dynamic Business Requirements



Janet Gierman, Forsythe Technology, Inc; Tysen Nowak, Forsythe Technology, Inc.

70

S309843 Transforming the Oracle Project Management User Interface at TransCanada



Carol Zwarich, TransCanada Corporation; Liam Boyd, Oracle; Darcy Michaelchuk, Impac Services

58

List of Sessions – cont.

Session ID Title Primary Track Optional Track Speaker Name & Company

Total Scanned

S309838 South African Reserve Bank Drives Business with Oracle Projects



Neels Govender, South African Reserve Bank; Saleem Ismail, South African Reserve Bank; Kazim Isfahani, Oracle

43

S309813 Cisco Lays the Foundation for Business Transformation with Oracle Projects


High Technology Lynda Russell, Cisco Systems; Rajesh Silswal, Oracle; William Eder, Accenture

37

S309844 AAI/Textron Oracle Project Management Overview and Lessons Learned



Karen Chandler, AAI Corporation; Dean Herback, Oracle; Tim Cronin, Cronin Business Systems

35

S309847 Xiandai Achieves Business Success with Oracle Project Management



Jiajun Li, Xiandai; Barbara Fox, Oracle

34

S309197 Making Oracle Projects Available as a Service on a Global Instance

Applications - All Others;


Michael Anthony, Oracle; Anders Gilchrist, Oracle; Mike Moran, Oracle Corporation

32

Fusion

• Larry Ellison showed off Fusion during his Wednesday

keynote

• http://www.mfauscette.com/software_technology_partn/

2009/10/oracle-openworld-update-3-fusion-apps.html

Customer MeetingsCustomer Overview

Mortenson Interest in Primavera and the upcoming E&C Extensions being built in Projects

Energy Solutions Interest in the EBS and Primavera road maps and how the products will work together

Network Rail High level discussion of Capital Spend planning using Oracle solutions

AWE AWE was presented an award for their implementation of OBIEE Analytics. Meeting was to discuss how they can share their solution with our development team

SafeNet Customer wanted advice on how to model Oracle Financials and Oracle Projects for their highly secure Government division

Black and Veatch High level review of Contract Lifecycle Management and plans to integrate with EBS

Dell Review of their implementation of Project Costing

Customer MeetingsCustomer Overview

Schahin Meeting to discuss how best to support their continued rollout of EBS Oracle Projects

BAE Meeting to discuss issues they are having with Complex Services Procurement

Gemeentewerken Rotterdam

Customer shared information on customizations that were required during their implementation of EBS and Oracle Projects. Objective of the meeting was to understand if any of the enhancements were on the EBS roadmap

Balfour Beatty Joint meeting with the Fusion team to discuss Balfour’s future relationship with Oracle. Balfour would like to be the voice to Oracle for UK customer requirements.

McDonalds Want Oracle to review their planned customizations around Property Manager

Leighton Discussed gaps they’ve found in the product and made plans to compare those to the E&C roadmap in a future CVC

Worthington Industries

Review of EBS and Primavera Roadmap and a discussion on how the product can be used together

Projects SIG Meeting

• http://projsig.oaug.org/• SIG meeting was held on the Sunday prior to OOW• Agenda topics included:

• Member survey results• Oracle Support Tips and Tricks

• Past and Upcoming sessions being hosted by the SIG membership:• Moving to Oracle Projects Self Service Applications• Project Management Using Oracle Project Management

and Spreadsheets • EiS reporting Capabilities for Oracle EBS Projects

Primavera Track

• First year that Primavera was at OpenWorld• They had dedicated User Conference on Weds and

Thursday at the Marriott• 74 sessions

• 7 hands-on labs

• Joel Koppelman did a keynote with Safra regarding the EBS – P6 integration announced at OOW

• 4,103 Registered Attendees• 3,480 Full Conference plus Primavera• 623 Primavera Only

Customer Appreciation Reception

• Hosted all PPM customers

• EBS, JDE, PSFT and Primavera

• Sponsored by Impac

• If you know of customers attending any conferences

such as OAUG or OOW let me know

Next Meeting

Monday, December 14th

1pm PST / 4pm EST

SAVE THE DATE!

• Oracle Payments

• Oracle Asset Tracking

• Primavera

• EPM - Hyperion Planning

• EPM - Fin Mgt

• Stellant Image Processing

• PSFT 9.1

TopicsDecember Community Meeting

nas financials & projects community brenda roper keith masurgeorge mclaughlin asg nasacommercial

Documents

application sessions

content qa slide

financial applications

pm larry ellison slide

attendees peoplesoft

overall highlights streams

fm track new

keynotes streams