obia with erp upgrade-leverage packaged analytics when upgrading!

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

OBIA with ERP Upgrade

Jon Given

Saad Syed

September 4th, 2014


Agenda

ERP Upgrade Process

Reporting Pain Points and Mitigation

Why Now, not Later?

The Emtec Advantage

Closing

2


Introductions

3

Saad Syed Functional Practice Manager, Emtec • 7+ years of BI experience

• 3+ Years as Solution Consultant & Manager with Emtec

• Background in operational & financial reporting and analytics, with focus on

revenue recognition, cost control, process improvement, and change management.

• (312) 216-6958

• [email protected]

Jon Given Director – Oracle Financial Applications • 13 years of ERP and Reporting experience

• Solution Architect and Engagement Manager across PeopleSoft, EBS and Oracle

Cloud ERP applications

• Background across Order to Cash, Procure to Pay and Record to Report business

processes

• (312) 216-6905

• [email protected]


ERP Upgrade Project

•ERP Upgrades occur for a variety of reasons

– Application enhancements

– Technology enhancements

– Support expiration

– Retire customizations

– Implement new modules or functionality

•ERP Upgrades should be treated as formal projects:

– Involves many resources from multiple functional and IT

areas

– Depending on size and complexity of your organization,

upgrade can last anywhere from 4 months to 12 months+

4


ERP Upgrade Timeline Factors

•Upgrade Approach – Transactional vs Transformational

–Changing Business Processes

–Adding new modules or functionality

–Configuration updates

•Customizations

•Integrations

•Resource availability

•Competing projects or business-driven timings

•User readiness and training approach

•Testing approach

5


Project Timeline and Tasks

6

Project Phases Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7

Project Initiation Phase

Initiation & Planning

Analysis/Design Phase

Fit/Gap Analysis

Initial Upgrade Pass (IUP)

Future State Design

Develop Phase

Configure/Validate IUP

Retrofit Customization

Unit Testing

Test Phase

Move To Production 1

System Test 1

System test 2

Move To Production 2

User Acceptance Testing

End-User Training

Implementation Phase

Go-Live Plan

Final Move to Production

Go/No Decision

Go-Live

Post Implementation Phase

Post Production Support

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 7

BI Opportunities to add value to the upgrade

How do I provide metrics that span

functional and data silos?

How do I prepare for Fusion now?

How do I decrease the load on my ERP

system?

How can I lower my ongoing maintenance

costs?

Functional IT

How do I increase my organization’s

agility?

How can I foster cross functional

collaboration?

How do I push adoption of best practice

KPI’s?

How do I increase the organization’s

resilience?

• An ERP upgrade allows these value adds at low additional cost, making the ROI

easier to justify

• Oracle BI Applications enable these cost-effectively


Issues with Typical ERP Reporting

• Reliance on ERP reporting tools

creates burden on ERP

performance

• Multiple reports for similar data set

• Lot of IT involvement

• No real BI capabilities

• External data silos are used for

analysis

• High maintenance

• Upgrades are costly and time

consuming

REPORTS

DA

YS

Most Real-time Analysis limited to:

• A few days

• A few users

• A few reports

Real-Time

Only ~2%!

8


What Should Happen

Implement Oracle Business

Intelligence Applications

along with your ERP upgrade

9

• Differentiate between Real-Time vs.

Snapshot reporting

• Provide true BI capabilities for your

ERP system

• Enable end-users to get to their data on

their own

• Provide end-users with cross functional

reporting capabilities

• Establish a single version of truth

• Reduce the burden on IT

Take advantage of your upgrade project to:


Maximizing the Value from Oracle BI Applications

nVision

PS Queries

BI Publisher

Discover

Others

~2% Real-time

Oracle BI Apps

REPORTS

D

A

Y

S

External BI

Reporting

Oracle Transactional

BI

(OTBI)

Oracle BI

Applications

This upgrade FUSION

Custom or

3rd party

DW

10


Customization Fit-

Gap Analysis

Why Now?

1

1

Installation & People

Tools Upgrade

Apply

Customizations

Manual Setup

Test and Deploy

Report and External

Silo Fit-Gap Analysis

Report

Customizations

Upgrade External

Reporting/Data Silos

Configure ETL

DW adjustments

Tweak

Dashboards

Rollout

Fit-Gap Analysis

ERP Upgrade ERP Upgrade

With BI Applications

BI Applications

BI Apps only adds a small incremental cost with a lot of Value-Add

Customization Fit-

Gap Analysis


Tools Upgrade

Apply

Customizations

Manual Setup

Test and Deploy

Report and External

Silo Fit-Gap Analysis

Report

Customizations

Configure ETL

DW adjustments

Tweak Dashboards

Rollout

Rollout

Next ERP Upgrade

or Upgrade to Fusion

Customization Fit-

Gap Analysis


Tools Upgrade

Test and Deploy

Report, Analytics Fit-

Gap Analysis

Upgrade BI

Applications

Rollout

Apply

Customizations

Manual Setup

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. For Internal Use Only

Reduced Maintenance Costs

Without OBI

Applications

With OBI Applications

Cost Savings

Su

pp

ort

Lab

or

Co

sts

Time

Next ERP upgrade

12


Cross functional reporting enables collaboration and agility

How do I proactively manage risks of my receivables portfolio?

How does supplier performance impact customer satisfaction and revenue?

Serv

ice

Customers

Sale

s

Mark

eting

Dis

trib

ution

Fin

ance

HR

/Work

forc

e

Opera

tio

ns

Pro

cure

ment

Customers

Customers

Suppliers

Suppliers

Suppliers

How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance?

13

Oracle BI Applications enable this and your ERP

upgrade is the ideal time to implement


Additional Benefits

•Validates the upgrade

•Extremely helpful during data validation and UAT of ERP upgrade

•Built for Oracle ERP

–Provides SSO between ERP and Oracle BI

–Leverages ERP Security

–Drill back from OBIA dashboards to ERP transactional screens

•For customers who also have Essbase

–OBIEE integrates seamlessly with Essbase

–Merge your budget and planning data with actuals from ERP system

1

4


Emtec Advantage

1

5

Functional and IT Expertise

Data Model

Fit-Gap Analysis

Reporting (nVision, etc.)

DAC and Informatica; ODI;

GoldenGate

Data Warehousing and Data

Modeling

OBIEE+

Dashboard Design

Essbase and Planning

Multidimensional Cube on

PeopleSoft data

2-way Integration between

Essbase and OBIEE

(OECB)

ADVANTAGES

• Single cross-functional team for end-to-end solution

• Fast implementation resulting in quick ROI

• Low cost

• Reduced client resource investment

• Reduced risk

ORACLE BI

EXPERTISE

Oracle ERP

EXPERTISE

EPM

EXPERTISE

20 Consultant OBIA team Several OBIA Implementations

BIFS Expertise

OECB Launch Partner

More than 30 consultants

Elite Midwest Oracle Partner

More than 300 Customers

More than 40 consultants

More than 300 customers

Strong Midwest presence

Cross Functional OBIA Team


Q & A

obia with erp upgrade-leverage packaged analytics when upgrading!

Software

oracle bi

oracle erp

bi applications

gap analysis

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configure

dw adjustments

manual setup