partnering at the speed of business - · pdf filepayroll business processes by implementing...
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© 2016 KBACE, A Cognizant Company
PARTNERING AT THE SPEED OF BUSINESSTrevor Hammond, Senior Director ERP Cloud Transformation, KBACEElisabeth Pinekenstein, Senior Director Finance, AICPA
© 2017 Cognizant © 2017 KBACE, A Cognizant Company2
Industry: Professional Services
Employees: 800
Revenue: $220M
Cloud Solution:HCM Suite, ERP,
Talent Acquisition, Payroll
Live on Oracle: HR 2015, Payroll 2016, ERP 2017
AICPA
© 2017 Cognizant
Company Overview
KBACE Solution
Countries:
Industry: Founded: Headquarters: Website: Employees:
Revenue:
Solution Benefit
The AICPA is the now global professional organization of Certified Public Accountants (CPAs) with more than 600,000 members in 145 countries. It sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local government. The American Institute of CPAs and its European counterpart merged at the beginning of 2017.
Professional Services1887Durham, NCwww.aicpa.org1000+
KBACE transformed AICPA’s financials, procurement, supply chain, human resources and payroll business processes by implementing Oracle ERP and EPM Cloud while simultaneously reconfiguring HCM and Oracle Payroll. This implementation allowed AICPA to improve their complex business processes and better partner with their HR and Payroll departments. KBACE is now working with the legacy CIMA organization to transform their processes and migrate their applications to the AICPA Oracle Cloud footprint.
145$229.6M
KBACE successfully rolled out Oracle ERP & EPM Cloud as well as reconfigured HCM and Cloud Payroll for AICPA. AICPA is able to move nearly all of their business processes away from EBS 11i, as well as fully integrate their HCM and Cloud Payroll activities into their Financial business process. Similar benefits are targeted for CIMA.
Oracle ERP CloudAccounts Payable & Receivable, AP Imaging, Cash Mgmt., General Ledger, Fixed Assets, Expenses, Inventory, Product Information Mgmt., Costing, OTBI, Financial Reporting Studio, Procurement, Self-Service Purchasing, Supplier Qualification, Supplier Portal
& Registration, Contracts, Tax, Sourcing
Oracle EPM CloudPlanning & Budgeting Cloud Service, Essbase
– Oracle HCM and Payroll
What were AICPA’s goals?
© 2017 Cognizant
Cloud HCM, ERP, EPM, SCM, BI, Marketing, Service, PaaS, IaaS
Engineered Systems Exadata, Exalogic, Exalytics
Industry Applications
ORMB, OIPA, Flexcube, Commerce, Merchandising, CC&B, OUA, Clinical, Safety, Documaker, OFSSA, Primavera
Applications Unlimited
E-Business, PeopleSoft, JD Edwards, Siebel, Edge (MDM, Demantra, OTM, CDH)
Analytics Hyperion, Essbase, DRM, OBIA, OBIEE,Endeca
Middleware/Database
ODA, Enterprise Manager, Data integration, Java, ADF, APEX, PL/SQL, Web Center, SOA, BPM, Identity Management, WebLogic
Who is KBACE/Cognizant?Advisory Transformation Implementation Upgrade Application
Development Managed Services Verification & Validation
4
14,000+Oracle Skilled Consultants
500+Customers Globally
1,300+Projects Executed
18+ yearOracle Alliance
Life Sciences & Healthcare
Retail, Consumer Goods, Travel & Hospitality, Government
Manufacturing & Logistics, Energy & Utilities
Banking & Financial Services, Insurance
Information, Media & Entertainment, Higher Ed, Comm., Technology
Unique & Innovative Delivery Models for Effective Services Delivery
Unique & Innovative Delivery Models for Effective Services Delivery
Centers of ExcellenceProven methodologies and frameworks
Innovative industry solutions
Implementation and other acceleratorsHighly satisfied, referenceable clients
Independent verification and validation for Oracle platforms
© 2017 Cognizant
Strong Consultant Base 650+ Employeesfocused on Oracle Cloud technology
200+ Successful engagements across the Full Oracle Cloud Suite 300+ Oracle Cloud
Certified specialists
Accelerated Cloud Delivery & Support
Rapid Start Methodology developed with Oracle for Cloud Implementations
20-30% Reduction in Cloud implementation efforts from on-premise Education, Reporting, Integration and
Support Value-Add Offerings
Multi Pillar Capability Experts inCloud HCM, ERP, EPM & SCM
In depth experience with On Premise / Cloud coexist
infrastructures
Developing multi pillar checklist in conjunction with Oracle COE
Oracle RecognitionOracle Excellence Awards Cloud Premier Partner
Oracle Cloud Experience Expertise across Public Cloud, On-premise and Private Cloud
Large-scale Global Implementations with multi-country/multi-lingual roll-outs
Integrations with 3rd party vendors across NA, EU and APAC
Who is KBACE?
© 2017 Cognizant
Why KBACE, a Cognizant Company for Cloud
Advisory Transformation
Strategic Road Mapping Transport to Cloud from
PeopleSoft & E-Business Suite Readiness Assessments Architecture
Analysis & Strategy Assessments Workshops Communications Planning & Execution Measurement & Evaluation
Oracle Cloud Migration Oracle Cloud Implementations Risk Based Governance Rapid Methodology
Cloud Central Education Cloud Central Reporting Cloud Central Integration
Incident Based or Fixed Fee Problem Management Tiered Offering Shared Services Model 24x7 Global Coverage
Implementation Value Management Managed Support
CENTERS OF EXCELLENCEHCMHuman ResourcesBenefitsCompensationPayrollTime & LaborTalent ManagementLearning ManagementRecruiting / Onboarding
ERP / SCM / CXFinancialsProjectsProcurementSupply ChainCRMManufacturingVCP
TECHNOLOGYSOA & BPMBusiness IntelligenceWeb & Enterprise ApplicationsIdentity ManagementApplication Technology
MANAGED SERVICESFunctionalTechnicalDBAQA and TestingHostingProblem ManagementChange Management
SUBSCRIPTION SERVICESSupportIntegrationEducationReporting
© 2017 Cognizant
Centers of Excellence – Transformation Professionals
Oracle Applications Support Services
Brittany Walsh, Maureen Monahan | 15 Years of Experience
Area Financials Projects Financials/EPM Supply Chain CRM MFG & VCP OBIEE/OBI Apps PMOChange Mgmt. &
Education
Practice Manager Robert Platt, Noel Winn, Gwendolyn Shaw Richard Laflamme Len Valcourt Anand Joshi Carey Dooley Austin St.Germain
Experience 17 Years 22 Years 15 Years 24 Years 20 Years 16 Years 18 Years 16 Years
Concentration
General Ledger Payables Receivables Cash Mgmt Fixed Assets Expenses Hyperion Procurement
Project Costing Project Billing Project Contracts Project Mgmt Project Resource Mgmt.
Financial Reporting Enterprise Planning &
Budgeting Consolidations, Close &
Reconciliations Profitability & Cost
Management
Order Mgmt Adv Pricing Global Order Promising Sales Contracts Release Mgmt.
Marketing Sales Service Service Contracts Teleservice CRM On Demand
Discrete Mfg Process Mfg Lot Based Mfg Project Mfg Adv. Supply Chain
Planning
Strategy Assessments Integration Dashboard & Analytics
Control & Reporting Work Management Resource Management
Assessments Strategies Communications Content Dev. Delivery Models Change / Learning
Measurement
Area PayrollHuman
ResourcesTalent
ManagementTalent Acquisition Learning Management Compensation Benefits Advanced Technology
Application Technology
Practice Manager Tracy Beach Hector Quinones Justin Boyd Stephanie Williams Gary Ohmstede Bhaskar ReddySunil
Khandelwal
Experience 17 Years 18 Years 10 Years 16 Years 15 Years 15 Years 17 Years 20 Years
Concentration
Payroll Time & Labor
Human Resources Self Service
Performance Management
Succession Planning Recruitment
Recruitment Social Social Learning Onboarding
Taleo Learn Workforce Compensation
Incentive Comp
Benefits Architecture SSO/IDM Hosting Services SOA Integration Custom Dev Fusion MiddleWare
Reporting Interfaces Conversions Extensions
© 2017 Cognizant
That is great, now tell us about the surprises…
© 2017 Cognizant
Expect the unexpected – Business will evolve during your project
Planned Surprise!!! Multi-pillar considerations when
implementing ERP where HCM and Payroll is already live
Multi-Pillar considerations while implementing a financial calendar change where HCM and Payroll is already live
Consolidation of timeline and expectation of one upgrade during an ERP implementation
Extending timeline for global merger and working in additional upgrade and patch testing cycles
Pod strategy across the pillars Re-planning Order to Cash flow due to
delays in CRM project Planning in parallel with “competing”
CRM project Planning for a single global instance
across the Association
© 2017 Cognizant
Unified Cloud Lessons Learned
.
Preparation – Early commitment to planning from Unified Team (both HCM and ERP) is paramount to avoid “Silos”
Executive Partnership – Alignment between partner and client where the important decisions can be made
Identify a Full-Service Cloud Partner –While the move to the Cloud promotes standardization and scaling, select a full-service Cloud Partner to join you on your journey.
Change Focus– Change Management should be a focus from Planning through Post Production Support
© 2017 Cognizant
A CloudMap to your Next Generation Platform
© 2017 Cognizant
Future State Modeling & Cloud MapExample Timeline
FUTURE STATE MODELING & CLOUD MAP WEEK 1 WEEK 2 WEEK 3 WEEK 4 WEEK 5 WEEK 6 WEEK 7 WEEK 8COMPLETE QUESTIONNAIRES & PRE-WORKSHOP
PREPARATIONSPREPARATION
SCONDUCT BUSINESS LEVEL WORKSHOPS BUSINESS
KICK OFF & MULTI PILLAR APPROACH
FINANCIAL REPORTING TRANSFORMATION STRATEGY
FINANCIAL ORGANIZATION STRUCTURE AND COA TRANSFORMATION
FULFILLMENT OF GOODS & SERVICES WORKSHOP
SUPPLY CHAIN NETWORK WORKSHOP
CURRENT BUSINESS APPS, INTERFACES, & EXTENSIONS REVIEW
OCM & TRAINING PRELIMINARY ASSESSMENT
MAJOR BUSINESS INITIATIVES REVIEW
CONDUCT PROCESS LEVEL WORKSHOPS PROCESSRECRUIT TO TERMINATION WORKSHOPS
PROJECT INITIATION TO OPTIMIZATION WORKSHOPS
ACCOUNTING TO FINANCIAL REPORTS WORKSHOPS
ORDER TO CASH WORKSHOPS
SOURCE TO SETTLEMENT WORKSHOPS
PLAN TO PRODUCE WORKSHOPS
IDEATION TO COMMERCIALIZATION WORKSHOPS
CONDUCT TECHNICAL WORKSHOPS TECHNICALINTEGRATION STRATEGY AND INTERFACES WORKSHOP
APPLICATION EXTENSION STRATEGY WORKSHOP
DATA CONVERSION STRATEGY WORKSHOP
FUTURE STATE TECHNICAL ARCHITECTURE WORKSHOP
CONDUCT TEAM REVIEWS AND FINALIZE DELIVERABLES
REVIEW & FINALIZEDELIVERABLES
PRESENT FINAL ASSESSMENT & RECOMMENDATIONS PRESENTATIONBUSINESS LEVEL
ACTIVITIESPROCESS LEVEL
ACTIVITIES TECHNICAL ACTIVITIES
