oaug ebp crp findings

OAUG EBP CRP Findings

Atlanta

October 21, 2005

Confidential. All trademarks appearing herein belong to their respective owners.2

Purpose for Presentation

Genpact Introduction

Case Studies and Detailed Review of Product Comparison

AgendaAgenda


Purpose of Presentation

1. Review Status of CRPs for Oracle Enterprise Budgeting & Planning

Originally this presentation was to focus on the completed implementations of Oracle EBP.

These projects with V1 have been placed on hold until the release of V2 in September of 2005 which appears to be substantially more mature in functionality and technology.

2. Review Comparative Analysis Versus Competitive Products




Case Studies Introduction and Detailed Review of Product Comparison

AgendaAgenda


Healthcare EntertainmentIndustrialFinanceMaterials Transportation Energy

Supply Chain Financials

Manufacturing

Customers

AssetsEmployees

Procurement

Suppliers



Manufacturing

Customers

AssetsEmployees

Procurement

Suppliers

GE Capital International Services

Shared Service Center

1997 to 2004



Manufacturing

Customers

AssetsEmployees

Procurement

Suppliers



Manufacturing

Customers

AssetsEmployees

Procurement

Suppliers

Genpact 2005


Manufacturing

Customers

AssetsEmployees

Procurement

Suppliers


Manufacturing

Customers

AssetsEmployees

Procurement

Suppliers

Genpact80+

Global 2000

Genpact Overview and History


A Snapshot of Our Global Operations

Industry-Specific Processes Applications & Technology

Denotes a Genpact operating location

Consumer Lending

We manage collections across 250,000 private label credit cards daily

Insurance We process 720,000 insurance claims annually

Oracle Genpact is the 4th largest Oracle E-Business Suite Consulting Organization

Genpact Supports Over 65 Global Instances

Finance / Accounting

We process 60% of GE’s payables globally – $40 billion in payables over 6 mil. invoices

We close the books and manage SEC reporting for 15 GE Capital businesses

We process over $4 billion of outbound billing invoices

Retail We handle $35 billion in daily cash settlements for 30 retailers

Energy We manage billing for a billion dollar energy services business

Global Operations

We reconcile loan balances across GE’s 2,600+ legal entities across 48 currencies

We reconcile 90,000 accounts for 28 businesses globally

We serve clients in 40 countries, in 19 languages

Our 18,000 employees have 27 nationalities




Case Studies and Detailed Product Review

AgendaAgenda


Case Studies Introduction

1. Genpact Internal Implementation

2. Product Evaluation for multiple 3-20B+ Businesses


Current Tollgate with No issues

Current Tollgate with Minor issues

Current Tollgate with Major Issues

Genpact WAM (SSO)

Identity Manageme

nt

Data Center

Separation

SSO ID Migration

Mail & Messaging

Global Connectivi

ty

POP Migration

Dial VPN

LAN/WAN separation

Ebusiness Suite

TG3

15 Mar 05

TG4

17 Apr 05

TG4

18 Mar 05

TG3 & TG4

3 Apr 05

TG5

18 Apr 05

TG1

10 Mar 05

TG2

30 Mar 05

TG3

5 Apr 05

TG4

2 May 05

TG5

20 June 05

TG2

11 Apr 05

TG3

4 May 05 20 June 0513 May 05

TG5

20 Apr 05

TG5TG3

30 Mar 05

TG5

12 May 05

TG2

TG4/TG5 - Mail

TG5

5 June 05

TG2

14 Mar 05

1 Mar 05 15 Mar 05 1 Apr 05 15 Apr 05 1 May 05 15 May 05 1 Jun 05 15 Jun 05 1 July 05 15 July 05 1 Aug 05 15 Aug 05 1 Sep 05 15 Sep05 30 Sep 05

Active Directory

TG4 & TG5

7 Apr 05

Mgmt Rail

Application

Migration

TG5

1 June 05

TG3

22 Mar 05

eTnL

27 Mar 05

Genpact Portal

Learning Mgmt

System

TG2

20 May 05

TG3 & TG4

14 Jun 05

TG2

19 Apr 05

TG3

12 May 05

TG4 TG5

31 May 05

1 June 05

TG5

6 Apr 05

TG5

TG1

29 Mar 05

TG4

20 Apr 05

TG3 & TG4

1 Apr 05

17 May 05

TG3

18 Apr 05

TG4

18 May 05

TG3

5 Mar 05

TG4

TG3

6 Apr 05

TG4/TG5 -IM

10 May 05

IM – Ph 1

Mail – Ph 1

TG5

15 Jun 05

TG3

17 Mar 05

Ph1 (GGN,HYD, MEX) TG4 & TG5

Ph2 (Other Sites & Integration)

29 Apr 05

TG6 (Stress Test)

12 May 05 Core HR with reports SSO enabled

with HRSS & e-EMS

(1000, 0)

27 May 05

TG5

3 Jun 05

(3567, 0) (7627,1000) (11539,3567) (12391,7627)

13 May 05 27 May 05

(12391,11536)

10 June 05

(12391,12391)

24 June 05

*

*

*

*

*

*

Data Migration to NAS

Ph1 – LMS with Guest ID access

All user mailboxes created

TG4

Sametime & Blackberry Rollout Webchat rollout

E-mail & AD integration

20 Aug 05

TG1

1 May 05

TG2

20 May 05

TG3

15 June 05

TG4 & TG5

25 July 05

eTnL go-live

Remoteoffice.com go-live

SSO enable

SSO enable

Project Phase 1 completed

Project Completed

GESS App migration

Internal Projects


IT Transition Phase I ( Jan 1 to June 30)

IT Transition Execution – The Organization

• Central PMO to coordinate and risk manage all projects (50+ projects, 400+ project team)

• Global Help Desk (24x7) to provide L1 and L2 support for all Genpact locations & mobile employees

• Comprehensive ‘All Employee’ communication and Web Site on the IT Transition

• Transition Ambassadors for floor-level support to process associates

• IT Clinic for handling special requirements of leadership, contractors, remote employees

Representative Projects

• Establish Data Center, Network Infrastructure, Security

• Establish desktop standards, Inventory Physical Assets

• Define Corporate Structure, Processes, Hierarchy, New Organiziations, Acquisition of Creditek

• Implement Administrative Applications – Oracle HR/Payroll, Financials

• Evaluate and Implement Supporting Systems – EBP, OFA, LMS, Blackberry, Email

• Implement New Systems – Siebel CRM

• Establish Global Help Desk (24x7) to provide L1 and L2 support for all Genpact locations & mobile employees


Genpact POP Migration : Move to Genpact POP at Cincinnati

Challenges : Ordering & commissioning of approx. 70 T1s & 2DS3s and migration of

Voice & Data circuits and IGX equipment to Genpact POP.

LAN & WAN separation : Setting-up of Genpact 58.x network

Challenges : Obtaining of 50,000 Public IP addresses. Installation of approx. 100

network devices (Routers, Switches, Firewalls) with-in short time. Setting-up of

standards for Genpact connectivity to customers (Firewall rules).

Establish Infrastructure : Procure and Install 700 Servers – 20 Terabytes of data

Sample Challenges


Genpact Internal EBP Project

Genpact Team Trained Along with OCS

Genpact is co-located with Oracle Development in Hydrabad

Implemented EBP v1 in Stand Alone Fashion

Developed Business Cases with CFO

Discovered Functional Issues Causing Delay Inability to Customize Did not support complex allocations Multiple sets of books issue in V1 References Indicated Problems in V1

Implemented OFA Until EBP Allocations is Enhanced

Validated Technology Support Superiority to ESSBASE

Created EBP Evaluation and CRP Center for OFA / Hyperion Conversions


Hyperion Cog/Other OFACompany 1Company 2Company 3Company 4Company 5Company 6Company 7Company 8Company 9Company 10Company 11Company 12Company 13Company 14

0

2

4

6

8

No of Businesses 3 3.5 7.5

Hyperion Cognos/Other OFA

Multi-Company Evaluation

Businesses primarily using these tools for consolidation

End of Life – New Tools Needed


Does one size fit all? 5% 1%

8%3%

26%

4%

12%13%

26%

24% 36%

18%

52%

42%33%

42%

17% 14% 15%

9%

0%

20%

40%

60%

80%

100%

High ContributionPlanning

Integration withBusiness Application

Additional controlbeyond Excel

Accelerate Frequencyof cycles

Very High

High

Medium

Low

Very low

AMR Research Report July 2005

Basis for Evaluation

Should we consolidate our reporting tools?

Should we combine our Planning Analysis and Reporting tools?

Questions External Drivers for New EPM Tools


Industry Perspective – Why Do Anything

Nearly 70% of the company surveyed indicates that integration with underlying business application are supporting data is of highest importance.

High contribution planning comes next, at 60%

Control of the process beyond “spreadsheet hell” ranks third, with slight more than 50%.

Accelerating the frequency of planning cycle places fourth, with slight less than 50%.



Does One Size Fit All Business

Planning Frequency 2005

Monthly29%

Contenious21%

Annual13%

Quarterly37%

Planning Frequency by Company Size

18%

29%

37%

16%

10%

40%

40%

10%

22%

20%

40%

7%

0% 20% 40% 60%

Continiously

Monthly

Quaterly

Annually

Small

Medium

Large

Planning Frequency by Industry

18%

10%

22%

29%

20%

37%40%40% 40%

7%

16%10%

0%

20%

40%

60%

Manufacturing FinancialServices

Services

Continiously

Monthly

Quaterly

Annually



ArchitectureCost to implement, maintain, manage

Product SuiteImplementation cost, services, Hardware, Software

IntegrationOracle and Hyperion direction, manage business complexity, time

Capabilities/ FunctionalityComplexity in business, reporting requirements, CTQs

Ease of MigrationCost of implementation, support, CTQs

Strength Vs. Weakness

Our Focus on Product Comparison

Each Business Unit will have Distinct Needs and Drivers, This is to provide a comparison in those areas that can be relevant across groups


Oracle vs. Hyperion Direction

STRATEGIC REPORTINGOracle Balanced Scorecard

STRATEGY FORMULATION & GOAL ACHIEVEMENT

Oracle Balanced Scorecard

SCENARIO ANALYSISOracle Balanced Scorecard

CORPORATE MISSION & GOALSOracle Balanced Scorecard

TRANSACTING & REPORTING Oracle ERP Applications

BUSINESS ACTIVITY MONITORING Oracle Daily Business Intelligence

DATA STORAGE & REPORTING Oracle 9i, Warehouse Builder, Discoverer, Reports

SALES FORECASTINGOracle Sales Online

PROMOTION PLANNINGOracle Marketing

PLANNING, BUDGETING& GOAL SETTING

Oracle Enterprise Planning and Budgeting, Oracle Financial Analyzer and Sales Analyzer

CAPITAL PLANNINGOracle Treasury

SUPPLY CHAIN PLANNINGOracle Adv.Plan. & Scheduling

HR PLANNINGOracle Human Resources

DEMAND PLANNINGOracle Demand Planning

STRATEGIC REPORTINGOracle Balanced Scorecard

STRATEGY FORMULATION & GOAL ACHIEVEMENT

Oracle Balanced Scorecard

SCENARIO ANALYSISOracle Balanced Scorecard

CORPORATE MISSION & GOALSOracle Balanced Scorecard

TRANSACTING & REPORTING Oracle ERP Applications

BUSINESS ACTIVITY MONITORING Oracle Daily Business Intelligence

DATA STORAGE & REPORTING Oracle 9i, Warehouse Builder, Discoverer, Reports

SALES FORECASTINGOracle Sales Online

PROMOTION PLANNINGOracle Marketing

PLANNING, BUDGETING& GOAL SETTING

Oracle Enterprise Planning and Budgeting, Oracle Financial Analyzer and Sales Analyzer

CAPITAL PLANNINGOracle Treasury

SUPPLY CHAIN PLANNINGOracle Adv.Plan. & Scheduling

HR PLANNINGOracle Human Resources

DEMAND PLANNINGOracle Demand Planning

Essbase Multidimensional Analysis System

Sales Tracking &

Analysis

Planning & Budgeting

Financial Consolidation & Reporting

Performance & Variance Reporting

Product Line

Analysis

Executive Information

System (EIS)

Essbase Multidimensional Analysis System

Sales Tracking &

Analysis

Planning & Budgeting

Financial Consolidation & Reporting

Performance & Variance Reporting

Product Line

Analysis

Executive Information

System (EIS)

1. Can you afford to wait for Oracle’s vision

2. Do you want to bet on Oracle or Hyperion for the larger integrated vision

3. Do you want to migrate to Oracle security and technology platforms for standardization


Architecture

EPB HyperionTiered Structure Client – HTML

Middle Tier – Application Server,BI Beans etc.

Data – Oracle DB server

3-Tired StructureClient - Web, Windows

Middle Tier – RDBMS

Data – Essbase

Cube Multiple Business process data e.g. Actual, Budget, Forecast

Partitioned Cubes.

Stand alone cubes.

Personal Workspace Available within single oracle database, cant work offline.

Available to work offline through Performance suite

Task management Concurrent manager Essbase application manger manages the task at runtime.

Client HTML Web Client/Java Client/Windows Client

Application Tools Available as Oracle Apps Responsibility

(EPB Admin, Controller, Analyzer)

Hyperion Planning, Business Rules, Analyzer,Report, Application link(HAL), Esbass, Performance Suite


Oracle GL

Oracle HROther ERPOther Transaction SystemsExcel/Flat Files/RDBMS/XML

INTEGRATION LAYER

Data Meta-Data

HYPERION PLANNING

WEB APPLICATION SERVER

Meta-Data

Web Forms

Excel

Essbase

RDBMS Planning

Repository

Architecture

EPBEPB HyperionHyperion


Product suite

EPB HyperionBudgeting & Planning Controller, Admin, Analyzer

ResponsibilityHyperion Planning

Modeling/Rules Controller Responsibility Business Rules

Hyperion Performance Suite

Ad_hoc Query Analyzer Responsibility Hyperion Analyzer

Hyperion Performance Suite

Reporting Analyzer Hyperion Reports

Data load Controller Responsibility, HAL ( Hyperion Application Link)


Product Integration

EPBEPB HyperionHyperionERP Application Tightly integrated with Oracle Apps.

Available for Oracle e-Business Suite 11.5.9+ (11.5.10)

No Direct Link to ERPs

ETL/ Dataload Data from GL can be directly load into EPB, for other feeds any tool for loading relational tables can be used, such as SQL Loader, Oracle Warehouse Builder, or 3rd party ETL tools.

HAL and Load rules which provide limited ETL Facility. 3rd party ETL tools can also write to esbass database.

User Interface Data Entry : Worksheet Data Entry: Excel , XML Based, Web Entry, Custom Entry using API

Data Extract: Excel, HTML, Text( Fixed, CSV),

XML Based

Data Extract: Excel, XML Based, Text, Excel, PDF

Structures and data from OGL can be automatically loaded into EPF and EPB.

Different tools like HAL, Load rules , ETL tools can be used to load data.

Metadata EPB is part of Oracle CPM which allows other family product to access data/metadata

Integration between Meta data of Various Hyperion applications using Hyperion Hub.


Functionality/ Capability

EPB HyperionLanguage Support 28 Language Supports 12 Languages

Scalability Easily scalable Easily scalable

Workflow Workflow based business process can be created with multiple levels

Facility of notification

Shadow responsibility

Workflow driven security

Workflow and process management capabilities for single stage

Email Notification

Approve, Reject, Promote

Workflow driven Security Features

Exception Alert Rule based exceptional Alert feature for Business process run. e.g( list of business reporting losses)

Alerts can be generated by using third party tools. e.g ( Java scripts, unix scripts, ETL)

Version capability Systems has inbuilt functionality to maintain version for budgets

Version can be managed through version dimension.

Set of books Current version of EPB can connect to only one SOB.*( Ver 2.0 will support msob)

In absence of direct link with Oracle GL , extracts can be made possible through ETL tools.

Working offline Not possible Possible If using Performance Suite


Functionality/ Capability

EPB HyperionBulk data load Not possible with ver 1.0, should be available

in V2. You currently load 1 month at a time.Possible along with dimensional builds

Financial rules Model design possible during creation of business process.

Graphical tool for creating Business Rules

Forecasting EPB provides forecasting feature to for required time period basis rules

Can be managed from dimension values for Cube.

Customization Not possible with version 1 or version 2. Possible

Business rules Complex allocation not possible Rich features to implement targeted calculations and complex allocations

Data entry Automation: Generate worksheet, Distribute worksheet, Manage submission window

Modeling capabilities: Calculations,Spread, grow, copy, Aggregation, Assumptions

Extending the worksheet:Personal dimension members, Extending the hierarchies

Validation on submission:Constraints, guidelines,Approval

Data entry Forms : Web forms , Excel data entry ,

Validation on submission: Web forms for data entry with the option of setting up validations and controls.

Data load SQL loader, ETL tool. Excel upload will be available in Version 2.

Batch loads through Flat files, Excel, XML or directly from RDBMS


Migration Path from OFA to…

EPB HyperionTools Oracle provides migration

path to existing customer of OFA/OSA to migrate their implementations to EPB.

There is no migration tools as such available in the market.

Process There is standard migration document from Oracle is available which tells on various migration paths from OFA/OSA to EPB.

Meta Data and Data can be extracted out of OFA and HAL can be used to build applications in Hyperion.


Strength Vs. Weakness

EPB HyperionStrength EPB lies on well proven architecture of

Oracle Applications.Covers all the bases but without the integration of Oracle

Can be Easily Migrated to OFA Easy processes available for customization.

Integrated with Oracle business suite hence easy to implement for businesses using Oracle Applications.

Weakness Very recently launched product, so not much of the success stories available.

Hyperion products are scattered, and not integrated in one tool.

Limited Feature of target calculations and allocations.

Not flexible whenever there is any change in structure say, change in business process. For e.g. just to add new dimension in same database, need to structure complete database again.

Customization not possible in ver 1.0 OFA migration is not straight forward.

Integration with Excel entry is not possible in current version.


Recap

1. EPB ver 2.0 needs to be tested in terms of Functionality, Technology, and stability

2. Oracle will be more tightly integrated with technologies, EPM and with ERP system

3. Few available consultants today, likely more consultants will be widely available for Oracle solutions

4. Unified skill set required across apps and EPB

1. Hyperion works today for Functionality, Technology, and is largely bug free

2. Hyperion is not integrated and will be more difficult to maintain over time

3. Hyperion may be more open to external integration over time

4. Hyperion will require many different technology skill sets

Planned Functionality is Likely Similar

APPENDIX

oaug ebp crp findings

Business

tg5 tg3

tg3 tg4

tg4 tg3

genpact overview

tg5 tg1

june05 tg5

mex tg4 tg5 ph2

active directory tg4