selim burduroğlu enterprise architect named and strategic
TRANSCRIPT
Selim BurduroğluEnterprise Architect
Named and Strategic AccountsOracle, USA12.12.2006
• Why Have a Roadmap?• Concepts• Fusion Guiding Principles• Fusion Adoption Model
• Fusion Health Check & Assessment
• Roadmap to Fusion• Extend Value• Upgrade to Fusion• Steps for Oracle Fusion Readiness
Oracle Fusion
• Why Have a Roadmap?• Concepts• Fusion Guiding Principles• Fusion Adoption Model
• Fusion Health Check & Assessment
• Roadmap to Fusion• Extend Value• Upgrade to Fusion• Steps for Oracle Fusion Readiness
Oracle Fusion
Why Have a Roadmap?The Changing ERP Landscape
• Enterprise Applications technology is changing around you• Transition is coming, whether you commit to embrace Fusion
Applications immediately or plan to stay on PeopleSoft as long as you can
• Anything you do that prepares your institution for changes in your applications infrastructure will help you upgrade when you’re ready.
Why Have a Roadmap?The Goal: Make the transition easier and less costly
Two Approaches to ERP Technology Shift
2006 2007 2008 2009 2010
Head In The Sand Gradual Adoption
• Why Have a Roadmap?• Oracle Fusion Components• Guiding Principles• Fusion Adoption Model
• Fusion Health Check & Assessment
• Roadmap to Fusion• Extend Value• Upgrade to Fusion• Steps for Oracle Fusion Readiness
Oracle Fusion
Fusion Architecture Fusion Applications
Oracle Fusion Components
Fusion Middleware
• Information…Offers insight and analysis of business critical information
• Process…
Enables industry-specific business agility through rapid adaptation
• Platform…
Offers a reliable, scalable, and secure IT infrastructure at the lowest cost
Fusion Architecture Components
• Family of integrated, standards-based, customer-proven products
• Complete support for development, deployment, and management of Service-Oriented Architecture (SOA)
• Enables greater agility, better decisions, and reduced cost & risk today
Oracle Fusion Middleware is that infrastructure.
ProcessMgmt
DevelopmentTools
ApplicationServer
Security
Portal
Integration
Management
Collaboration
Oracle Fusion Middleware
What CIOs Are Telling Us..
• Speed of Business Is Increasing• Need a More Flexible, Agile IT • Need to Lower IT Costs, Improve ‘QoS’
Service-Oriented Architecture (SOA)
Web Solution SOA Solution
More Interoperable
Agile Business Processes
Richer Clients
Improved Reuse
Administrative Applications
Academic Management
StudentServices
SponsoredResearch
1
2
3
1
2
3
4
4
Value of SOA Suite
• Simplified Integration – Connect disparate applications quickly by creating
standardized services
• Increase Reuse – Applications components are easily used saving
development time and increasing application reliability
• Easier Maintainability – Changes/Version are not all-or-nothing
• Greater Agility – Rapid deployment of business processes or modifications of
existing ones in response to ever increasing expectations of diverse
constituent base
• Reduced Risk – Adaptable processes and single security model for
accessing services enables ongoing regulatory compliance in a timely, cost-
effective manner
Business Process Management
ProcessProcess
EvolutionaryEvolutionary
Loosely CoupledLoosely Coupled
HeterogeneousHeterogeneous
DynamicDynamic
Standards-BasedStandards-Based
Core ActivityCore Activity
FunctionFunction
RevolutionaryRevolutionary
Tightly CoupledTightly Coupled
Application SpecificApplication Specific
StaticStatic
ProprietaryProprietary
Packaged Applications
Context ActivityContext Activity
Evolution to Fusion Applications
Policy-basedPolicy-basedEnd-to-EndEnd-to-End
SecuritySecurityService Orchestration Layer – Human WorkflowService Orchestration Layer – Human Workflow
Events, Activity Monitoring, AnalyticsEvents, Activity Monitoring, Analytics
User/Interface - PortalUser/Interface - Portal
BusinessIntelligence
AuxiliaryApps
AcademicManagement
MasterData
Management
Standards-based Message Bus (Integration Platform)Standards-based Message Bus (Integration Platform)
CustomApps
HRSA
FIN
Reference Architecture
• Why Have a Roadmap?• Oracle Fusion Components• Fusion Guiding Principles• Fusion Adoption Model
• Fusion Health Check & Assessment
• Roadmap to Fusion• Extend Value• Upgrade to Fusion• Steps for Oracle Fusion Readiness
Oracle Fusion
Fusion Guiding Principles
Greatest Business Insight
Adaptable Industry Processes
Superior Ownership Experience
Information from system is:• Reliable• Current• Relevant
Business Benefits are:
• Better Visibility to Administrative and Academic Metrics
• Accurate/Targeted Outreach
• Enrollment Dashboards
Greatest Institutional Insight
Business Process Flows that are:• Relevant to the Business• Designed for Adaptability• Competitive Advantage
Business Benefits are:• Faster Response Time
• Especially in dynamic areas like recruiting, enrollment, fundraising
• Decreased Cost of Change• Eliminate brittle integrations• Improved upgrades and migrations
• Facilitates Innovation• Enabling institutional efficacy
Adaptable Business Processes
Student Recruiting Student Administration
Scenario 2: Admission Process of non-credit hours
Adaptive when you need to change your processes or services: Scenario 1: Admission Process for credit hours
Marketing
Evaluate Credentials
Verify Transfer Credits
Degree Audit
Acceptance/Eligible to Enroll
1 2
3
4 5 6
7
Online
Application
Marketing
Online
Application
Enroll
1 2
3
6 4 9
8
Adaptable Business ProcessesOrchestration Platform
Student Recruiting Student Administration
Scenario 2: Verification of course equivalency before submitting application
Adaptive when you need to change your processes or services:
Scenario 1: Verification of course equivalency after submitting application
Marketing
Evaluate Credentials
Verify Transfer Credits
Degree Audit
Acceptance/Eligible to Enroll
1 2
3
4 5 6
7
Student
Online Application
Marketing
Evaluate Credentials
Verify Transfer Credits
Degree Audit
Acceptance/Eligible to Enroll
1 2
5
7 4 3
6
Student
Online Application
Adaptable Business ProcessesOrchestration Platform
Superior Ownership Experience
A computing foundation that is:• Reliable• Scalable• Cost Efficient
Business Benefits are:• Leverage Commodities
• Hardware and other infrastructure components
• Better Resource Utilization• Improved predictability of
performance means fewer fire drills
• Reduced IT Costs• Reliability implies efficiency
Sustaining theSustaining theCurrent stateCurrent state
Status quoStatus quo
StrategicStrategicInvestmentInvestment
SustainingSustaining
StrategicStrategicInvestmentInvestment
SavingsSavings
TechnologySpend
New Economics of IT Free Capital to Invest in Strategic Initiatives
Sustaining theSustaining theCurrent stateCurrent state
Status quoStatus quo
StrategicStrategicInvestmentInvestment
SustainingSustaining
StrategicStrategicInvestmentInvestment
SavingsSavings
TechnologySpend
New Economics of IT Free Capital to Invest in Strategic Initiatives
Sustaining theSustaining theCurrent stateCurrent state
Status quoStatus quo
StrategicStrategicInvestmentInvestment
SustainingSustaining
StrategicStrategicInvestmentInvestment
SavingsSavings
TechnologySpend
New Economics of IT Free Capital to Invest in Strategic Initiatives
Fusion Guiding PrinciplesPeopleTools
Greatest Business Insight
Adaptable Industry Processes
Superior Ownership Experience
Service Enablement• Provide/Consume Web Services Wizard & BPEL Worklist API• App Class Support• UDDI Interoperability• WS-Addressing and WS-Security
BI Enablement• Business Activity Monitoring Uptake - CRM• XML (BI) Publisher
Life Cycle Management• Change Impact Analyzer• Enterprise Manager (EM) Integration• Oracle Application Management Pack for PeopleSoft
Protected / Layered Customizations (AS 11)
CustomizedUser Interface
Industry Site User
Base Metadata
CustomizationMetadata
ADF Model LayerADF Model Layer
ADF View LayerADF View Layer
CustomizedMetadata
ApplicationContext
REQUEST RESPONSE
“Design Time at Runtime” – AllowsRuntime ChangesTo Metadata
Zero-Downtime
• What• Hot patching• Rolling upgrades• Grid management
• Why• 24x7 operations• Global single instance• Continual evolution of
applications and technology
Live System
Maintenance Workspace
Ap
plic
atio
nsM
idd
lew
are
Dat
abas
e
Change Management
• What• Change packaging and
deployment• Change Impact analysis• Change reporting and auditing
• Why• Customization management• Targeted approvals and testing• Standards and regulatory
compliance
Test
Deploy
Download
Enterprise Manager
Local Development
Production
MetaLinkThird
Parties
Supportability
• What
• Automated error handling
• Embedded diagnostics
• Proactive health checks
• Functional testing
• Certified configurations
• Facilitated collaboration with Oracle Support
• Why
• Incident prevention
• Efficient analysis and resolution
Enterprise Manager
Exception Context and Diagnostics
MetaLink
Tar Logging / Solution Search
Local Support Applications
Live System
Fusion Middleware Certification
PeopleTools 8.46
PeopleTools 8.47
PeopleTools 8.48
Oracle Application Server Java Edition I I
Oracle XSLT Mapper (part of JDEV) E
Oracle XML Publisher E
Oracle BPEL Process Manager C C C
Oracle Internet Directory C C C
Oracle Identity Management/Single Sign-On
C C
Oracle BAM C C
Oracle Integration C C
Oracle Portal C C
Oracle UDDI Server C
Oracle Database 9i, 9i RAC, 10g, 10g RAC
C C C
Fusion Applications Strategy
• Exploit Standards and Meta Data Based Technologies
• Deliver Rich, Productive User Experience
• Enable Simpler Customization, Personalization, Verticalization
• Deliver Unified Analytics and Transactions
• Provide Better Ownership Experience Through Comprehensive Lifecycle Management
• More Innovation for Competitive Differentiation
• Better Visibility of Key Performance Indicators
• Better Execution of Strategic Business Processes
FUSION APPLICATIONSProtect, Extend, EvolveYour Applications Investment
The Promise of Oracle Fusion
• Why Have a Roadmap?• Oracle Fusion Components• Fusion Guiding Principles• Fusion Adoption Model
• Fusion Health Check & Assessment
• Roadmap to Fusion• Extend Value• Upgrade to Fusion• Steps for Oracle Fusion Readiness
Oracle Fusion
Insight
Roadmap
Health Check Education
Customer Investment
Cust
om
er
Ben
efit
Fusion Adoption Model
Tactical
Customer Investment
Cust
om
er
Ben
efit
Fusion Adoption Model
Insight
Roadmap
Health Check
Strategic
Customer Investment
Cust
om
er
Ben
efit
Fusion Adoption Model
Insight
Roadmap
Health Check
• PeopleSoft Enterprise Roadmap• Human Capital Management (HCM) Evolution• Campus Solution (CS) Evolution• Financials Management (FIN) Evolution• Fusion Readiness Assessment
• Scorecard
• PeopleSoft Enterprise Roadmap & Recommendations
Fusion Health Check & Assessment
9.X (H2 ’08)
PeopleSoft Enterprise Roadmap
8.9Tax &
RegulatoryUpdates
9.0* (H2 ’06)Tax &
RegulatoryUpdates
First use of Fusion
Middleware
Individual Next-Gen
Applications
F U S I O N
Lifetime Support
2005 2006 2007 2008 2009 2010 2011 2012 2013
8.8Tax &
RegulatoryUpdates
Next-Gen Application
Suite
Upgrade P
ath
Enterprise Support GA Dates & Support2006 2007 2008 2009 2010 2011 2012 2013 2014
Enterprise 9.X / PT 8.49, 8.50
Fusion Applications
Premier Support
Tax and Regulatory
Fusion Middleware Certification
Sustaining Support
Extended Support
GA Dec. 2004 Dec. 2010Dec. 2009 Dec. 2012
8.9 HCM/CS
Target Q4 2006* Q4 2012Q4 2011 Q4. 2014
9.0 HCM/CS
Target H2 2008*
HR/SA 8.0
GA Aug. 2003 Aug. 2008
Up
grad
e Path
* Oracle proprietary and confidential *Subject to change until delivered
Evolve*
• Superior Ownership
• Greatest Business Insight
• Contextual Analytics
• Contextual Learning
• Dashboards
• Evolutionary
• Recruiting
• ELM
• Onboarding
• BPEL
• Hubs
* Oracle proprietary and confidential *Subject to change until delivered
Extend – 9.0*
• Talent Management
• Job Profile Mgr
• ePerformance
• eRecruit
• Contract Pay
• ELM 9.0
• Learning Lifecycle
• Complex Certifications
• Core Enhancements
• Template Hires
• US Garnishments
• .pdf pay advice
• Approval Workflows
HCM Evolution
Protect – 8.9
• Recruiting Solutions
• Usability, Approvals
• Services
• ePerformance
• 360 degree raters
• Person Model
• Contingent Workers
• Absence Management
• Payroll
• Chartfield Integration
• Overtime Calculations
• Row Security
• Data Warehouse
Delta from 8.8
Campus Solutions EvolutionEvolve* Fusion - 2010
• Superior Ownership
• Frameworks to configure Fin Aid, Admissions, Enrolment
• Greatest Business Insight
• Contextual Analytics
• Evolutionary
• CRM built in as foundation for student/alum lifecycle
• Enrollment Backpack + financial analysis
• Program enrolment model
• BPEL
• Identify high-value components for services
• Student onboarding
• Academic Mgt Initiative w/Portfolio
• Hubs
Protect – 8.9
• Componentization
• Person Model
• Web Services
• Self-Service
• “Center” for students, faculty
• Student Services Center - admin access to info and transactions
• Improved look & flow
• Localizations, Unicode
• Equation Engine
• Search/Match
• Prospect Creation
Available
Extend – 9.0, 9+*
• Streamlined business processes
• External Orgs
• Student Groups
• Service Indicators
• Payment Plans
• Core Enhancements
• Enrollment Backpack
• Population Selection
• Flexible Transcripts
• Late Fees
• 3Cs (Communication engine)
• Campus Solutions 9+*
• Research Admin
• Integration to EBS Fin
• Enhance LMS integration
Fiscal Year 2007
* Oracle proprietary and confidential *Subject to change until delivered
8.8 Financials
9.0 Financials
Enterprise Support GA Dates & Support2005 2006 2007 2008 2009 2010 2011 2012 2013
Financials 9.x+ / PT 8.49, 8.50
Fusion Applications
Premier Support
Tax and Regulatory
Fusion Middleware Certification
Sustaining Support8.4 FINANCIALS
GA March 2002
GA March 2003 March 2008 March 2011
March 2007
Extended Support
March 2008
Aug. 2014
Extended Support not offered
GA Aug. 2005 Aug. 2011Aug. 2010 Aug. 2013
8.9 Financials
Up
grad
e Path
GA Aug. 2006 Aug. 2011 Aug. 2012
Target H2 2008*
March 2009
* Oracle proprietary and confidential *Subject to change until delivered
Evolve*
• Superior Ownership
• Greatest Business Insight
• Contextual Analytics
• Contextual Learning
• Dashboards
• Evolutionary
• BPEL
• Hubs
Extend – 9.0
• Integrate with Hubs• Customer Data Hub• Web-service enabled
integrations• Additional dashboards,
embedded analytics and reports• XML Publisher• Instant and ACE
• Process and Integration• Create and consume
standardized web services• BPEL Support
Protect – 8.9
• Best Practices• Increase TOE and Decrease
TCO• Industry Extensions• IT Governance • Asset Lifecycle Management
• IT Asset Management• Real Estate Management• Operating Equipment
Asset Management
Financials Evolution
* Oracle proprietary and confidential *Subject to change until delivered
• Why Have a Roadmap?• Oracle Fusion Components• Fusion Guiding Principles• Fusion Adoption Model
• Fusion Health Check & Assessment
• Roadmap to Fusion• Extend Value• Upgrade to Fusion• Steps for Oracle Fusion Readiness
Oracle Fusion
What’s Next?
Minimize or stop SQR development
Leverage existing SOA capabilities in PeopleTools
Write and use modular, re-usable code
Upgrade to PeopleTools 8.48 as quickly as possible!
Explore Web Services standards
11
22
33
44
55
• Things you can do now without significant investment or disruption to your environment:
TACTICAL
TACTICAL
XML (BI) Publisher Enable business users to create documents leveraging XML data
Enterprise Service BusWire services and disparate systems – simplify integration while ensuring forward inter-operability
Web ServicesShare business functionality with other applications
Extend Value UsingNext Generation Technology
Integrated Out-of-the-Box with v9 CRM, ESA, FMS, HCM/CS, and SCM
Templates(examples)
XML Publisher
PeopleSoft Enterprise v9
CRM
ESA
FMS
HCM
SCM
Output FormatsData Sources
PDFRTF
Business User
PublishingEngine
XML
• Email• Printer• Fax
HTMLXML
Letters
FundTransfers
OnlinePaychecks
OrderConfirmations
BillsGovernmentGrant Forms
Destination
EDIExcel
Fusion Technology with PeopleSoft XML Publisher: Enables Business User Reporting
Fusion Technology with PeopleSoft
XML Publisher: Examples in PeopleSoft 9.0Area Implementation Business Value
GrantsXML Publisher to view and print grant sponsor proposal in official format
Use of XMLP enables easy modification of form to keep up with the ever-evolving forms used by the government
BillingProvided invoice template of the Crystal Invoice
Customers can use to easily reformat to their exacting specifications.
ServiceReal time merge of correspondence management
Provides one engine for customer and employee communications that include email, letters, surveys, and order confirmation.
RecruitingRecruiting - used to generate all the recruitment letters such as offer letters and interview invitation letters.
Puts the power of letter management in the hands of an experienced HR user while maintaining consistency across the organization.
Payables
Ability to print invoices based on a configurable template. Invoices can be printed from regular and quick voucher pages
Often used when invoices are entered from a check request.
STRATEGIC
STRATEGIC
Business Flow OrchestrationDefine and coordinate cross-application business processes
Identity ManagementPolicy-based end-to-end security for all affiliates
Constituent (Person) Data HubConsolidate, enhance, and share master constituent (person) data
Business IntelligenceSimplify access to operational and analytics data, contextual analytics and dashboards
Extend Value UsingNext Generation Technology
Business Activity MonitoringMonitor business processes via personalized, real-time dashboards such enrollment dashboard
Upgrade to Fusion
• What and How?• Leverage Oracle Enterprise Manager• Upgrade Automation• Downtime Minimization• Data Conversion
• In-Place (EBS)• Data conversion can begin while
source system is still live• Minimal data movement
• A2B (PSFT / JDE / SEBL)• Grid Control installs/configures a new
target Oracle App• Data movement / conversion can begin
while source system is live
• Shared• Minimal actions in downtime window• Leverage Oracle Warehouse Builder
for data conversion
Target System
Live Source System
Data Movement / Conversion
A2B Upgrade
Source System
Data Conversion
In Place Upgrade
Fusion Upgrade Methodology
• Data Types• Transaction • Operational• Configuration
• Migration Techniques• Table level extract,
transform, load via Oracle Warehouse Builder
• API level, leveraging Rapid Implementation functionality
Source Data Model
Target Data Model
OWB + Maps
+
APIs
Extract, Transform,
& Load
Data Conversion
Steps to Oracle Fusion Readiness Rationalize PeopleSoft Technology Stack
• PeopleTools 8.48.X or higher (PT8.49!)
Deploy Core Fusion Middleware Infrastructure for PeopleSoft• XML (BI) Publisher (stop writing new SQR reports)• Oracle Application Management Pack for PeopleSoft (8.48)• Oracle iAS Java Edition – OC4J Web-Tier (PeopleTools 8.47+)
Extend Infrastructure with Fusion Application Development Tools• JDeveloper, Application Developer Framework (ADF)
Simplify Integration with Key Fusion Integration Components• Oracle Enterprise Service Bus – Reduce cost & effort
Begin Adopting Service-Oriented Development Practices • Consider SOA Methodology Workshops• SOA Suite Workshop
Summary• Provide a framework for the future, rather than continue
to reinvest in the past • Minimizes the investment that will be needed to integrate
with future releases of PeopleSoft and non-PeopleSoft • Free up resources for reinvestment in new products and
services• Increase reuse of services, reducing the time necessary
to develop new applications and improving applications reliability
• Improving the agility of IT, including the rapid deployment or modification of business processes in response to changing regulatory requirements and needs
Feature:The most comprehensive and flexible
support policy in the industry.
Value:• Maximize your Oracle investment • Control your upgrade strategy • Continued commitment to PeopleSoft and
JD Edwards products
Lifetime Support Policy
• Provides maintenance and support of Oracle database, middleware, and application products for 5 years from their general availability date
• Includes:• Major product and technology releases• Technical Support • Updates, fixes, and security alerts• Tax, legal and regulatory updates• Upgrade Scripts• Certification with new third party products/versions
Premium Support
• Extended Support is offered on specific defined releases• Extended Support includes most features of Premier
Support for an additional 3 years from general availability• Includes:
• Major product and technology releases• Technical Support • Updates, fixes, and security alerts• Tax, legal and regulatory updates• Upgrade scripts
• Does not include:• Certification with new third party products/versions
Extended Support
Sustaining Support• Sustaining Support provides technical support– i.e., access to our online
and call-center support—for as long as you license your Oracle solutions
• Includes:• Major product and technology releases• Technical Support• Access to MetaLink/Customer Connection• Pre-existing fixes for your solution• Customers may also obtain customer specific fixes at an additional
fee
• Does not include:• New updates, fixes, and security alerts• New tax, legal, and regulatory updates• Certification with new third party products/versions• Certification with other Oracle products
Year Service Price
1-5 Premier 22% of License Fees
6-8 Extended Support Year 6: 10% uplift over current Premier Support fee
Year 7 & 8: 20% uplift over current Premier Support fee
9+ Sustaining Support Premier Support Fee
Releases that do not have an Extended Support option, Sustaining Support would be in effect in year 6, and the fee would be equal to your Premier Support fee.* Extended Support pricing will conform to any existing contract limitations
Lifetime Support Policy - Pricing