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Automated Intelligence for the Oracle e-Business Suite

SWIFT Suite Rapid Deployment Toolkit – Implementation Method

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Implementation MethodologyWith

SWIFTSuite

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Introduction

Acceleration of a project by 50%-75%

Does NOT use a pre-configured solution

Introduction to the SWIFTSuite tools

Introduction to how the SWIFTSuite methodology can be incorporated into any methodology to

create a Rapid (Accelerated) solution.

SWIFTSuite

Automate many tasks in the methodology

Make changes to the Oracle Application from a graphical environment

Graphical business flow configurator

Graphical business process configurator

Enables you to think of different ways to accelerate and reduce the risks of tasks that can not be automated.

Creates a collaborative environment with the end user for more effective change management and early ownership of the application in the project life cycle.

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SWIFTSuite

Consists of

Tools

Implementation Methodology

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SWIFTSuite – “Integrated Suite of Products”

SWIFTSuite PRODUCTS

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SWIFTSuite Tools

SWIFTConfigurator

A simple to use GUI tool that allows you to modify the business flows and configurations of the Oracle e-Business Suite to meet the needs of your business

SWIFTBUILD

A tool consisting of

– 100+ business flows across 35 countries

– A knowledge base of configurations for many oracle modules

– A HTML interface to allow easy modifications to flows and configurations

– Injector technology to allow the creation or maintenance of an Oracle e-Business suite instance

– Simulation technology – to allow the simulation of one or more changes to a flow or configuration – REAL TIME – and then undo the change

– Regression testing – every function point, every language, every country – full regression data kit supplied – add your own data as needed

– Load configuration data from Excel [Calendars, Chart of Accounts or anything]

SWIFTMigrate

Load data from Excel directly into Oracle and have it PRE-VALIDATED

Consistent interface, easy to deal with errors

Customers, suppliers, items, boms, routings, gl balances, item balances, xxx,xxx,xxx,

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What else do you get ?

User Reference Manuals

Training Materials

Easy to Install Oracle instance in multi node / multi instance configurations

Localizations configured for each country

Legal and tax reports for financial reporting

Ready to use customer facing documents

Ready to use Financial Reports

Installation Instructions

Self tuning application

Close to zero administration required for continued operations

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Reference Manuals

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Reference Manuals

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Reference Manuals

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Oracle Method: Framework

EVALUATE DESIGN/BUILD INTEGRATE IMPLEMENTANALYZE

Establish technical strategy development infrastructure

Monitor and manage Evaluate stage

Infrastructure Management

Development Management

Business Process Management

Benefits Realization

Change Management

Organizational Design

Program Management

Infrastructure Management

Development Management

Business Process Management

Benefits Realization

Change Management

Organizational Design

Program Management

We provide : a 4 step installation instruction set for Oracle Applications on Red Hat Linux [Approx 1+ hours]

don’t forget it is fully patched with languages, localizations you only need one [PROD or TEST] instance as you can throw away and rebuild

As many times as you need

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Full configuration information

Localization and legal needs

Full reference manuals and

Videos [videos in english]

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Country Localizations Applied and TestedCountry Localizations Applied and Tested Local Tax and Statutory Reports includedLocal Tax and Statutory Reports included

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Localizations

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Localizations

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Documentation

•Customer Facing Documents

•Invoice•Purchase Order•Statement•Remittance Advice•Cheque•Receipt

•Balance Sheet•Income Statements

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BR100 – System configuration information

This can be generated at any time for any or all levels of the system

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BR100 – System configuration informationReports all Activities :

Lists the tables used during the selected period :

Audit Trails of all changes

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Benefits

Low Risk

Minimizes human error

Knowledge base contains many configurations

Knowledge base guides consultants on what to do

Configuration changes can be made real time, simulated and undone, redone until the desired result is achieved

All configuration changes can be subject to full regression testing at any time thus ensuring the consistency of the application across modules, countries and languages

Higher Margin

Consultants are required to discuss business issues with the customer and recommend best practices.

Configuration of the application has been minimized and automated

Testing of the application has been automated

The implementation takes 50%-75% less time due to – Use of methodology to assist Analyze, Design and Build Phases– automated production of oracle solution, automated regression testing, availability of user reference manuals and

training materials– Oracle Application requires 0 patches at CRP time due to automated extensive testing [for documented functionality]

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THE METHOD

Analyze

Design/Build

Integrate

Transition / Implement

Production

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Oracle Method: Framework

EVALUATE DESIGN/BUILD INTEGRATE IMPLEMENTANALYZE

Support development andplan/produce Infrastructure

Support integration and install prod infrastructure

Support implementation and Maintain Infrastructure

Establish technical strategy development infrastructure

Design and build RICE Support testing activitiesEstablish applications Development framework

Manage conversion activities

Design, build and test the target process solution

Conduct functional and integration testing

Define target process blueprint

Develop user procedure documentation

Pilot and measure benefitsrealization

Define benefits realization Opportunities, strategy, plan

Monitor and manage changeDevelop comprehensive Change Mgmt approach

Design program learning Refine and execute program learningDefine program learning approach

Design, build and test the target process solution

Conduct functional and integration testing

Define target process blueprint

Finalize implementation strategy and define plan

Manage implementation planning and transition

Monitor and manage programEstablish programMonitor and manage Evaluate stage

Execute implementation Cutover and rollout

Post implementation Support and reviewInfrastructure

Management

Development Management

Business Process Management

Benefits Realization

Change Management

Organizational Design

Program Management

Infrastructure Management

Development Management

Business Process Management

Benefits Realization

Change Management

Organizational Design

Program Management

All in the red rings can be supported by the tool

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ANALYZE

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ANALYZE – Configure an Oracle Solution in hours !!

KnowledgeBase

Customers,Customers,Products,Products,

& Everything& EverythingElse!Else!

ServiceService

FinancialsFinancials

HRHR

ProcurementProcurement

MarketingMarketing

SalesSales

Supply ChainSupply ChainSupply ChainSupply Chain

OrderOrderManagementManagement

Oracle E-Business Suite

Enter your company Structure multiple companies multiple countries multiple sets of books multiple currencies

Generate

Select the business flows oracle modules languages countries

Ready in a few hours

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Analyze – Load Your Data into the Solution

Customers,Customers,Products,Products,

& Everything& EverythingElse!Else!

ServiceService

FinancialsFinancials

HRHR

ProcurementProcurement

MarketingMarketing

SalesSales

Supply ChainSupply ChainSupply ChainSupply Chain

OrderOrderManagementManagement

Oracle E-Business Suite

Excel

CSV

DB

Customer DataLoad data from your legacy systemPoint and click the results

MIGRATE II

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Analyze – GROUP SESSIONS to compare Global best business practice flows with your business

GAP ANALYSIS

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DESIGN / BUILD

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DESIGN / BUILD

Lets look at the GapAnd

How to apply it to an Oracle e-Business Suite Solution

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Store/Phone/Multi

Customer request to order with you

Sales Orders

Transactions appears in your Sales Order System

MDS/MPS/MRP

Manufacturing Planning

Plan the capacity of the shop floor and the material required to make it as many times per day as you need. Be able to promise to your customers a firm completion date.

Planning

Customer contact and place order

Sale Order Transaction

Demand to Deliver

New Order Types

Differenct Product

Items

Sales OrderCredit Check

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Processing orders is easy with Picking Tickets & Packing slips

Shipping

Picking can automatically pick up the order when it has finished in production and give it shipping

Shipping

Shop Floor

Production

See you Shop FloorGraphically. Know Where your order isAnd when it will befinished

Collect

Once the order is processed it converts to a Cash Sale or Invoice, with the click of a button

Receivable

Demand to Deliver (cont.)

Different Routing,

Department, Resources

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Requisition

Employee enters a Purchase request from his Employee Access screen.

Purchase Order

The supervisor approves the request and it automatically becomes a Purchase order.

Receive Items

When the items arrive

you can receive against the Purchase Order

Pay

You control when you pay the invoice, and whether you send a cheque or electronic funds transfer

Procure to Pay

Not allow preparer

to approve

Not allow preparer

to approve

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Journals

Get your routine accounting automatically from sales, purchasing, stock adjustments and bank reconciliation

Adjustments

Enter additional adjustments and allocations in audit adjustment period

Reporting

Monthly and annual financial reports, plus all your taxation reporting needs

Current, Accountable Financials

Require journal

approval

Able to adjust in

last period of year

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GAP CHANGES

All the gap changes can be entered into the Knowledgebase

OrIf the gap is something every customer would

want to change – extend the Business unit configuration template to incorporate these

questions

From there the SWIFTConfigurator engine will take care of it.

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Other Gaps – the common questions that arise

Business Flow changes

Inter-company transactions / inter-country transactions

(Configure relationships, Std Oracle functionality, can be set in the Knowledgebase)

Consolidation

(Can be set in the knowledgebase)

Multiple Production lines in a factory

(BOM/Routings? – load the data with MIGRATE II)

Multiple Factories (Multiple Companies / Multiple plants)

Requires Adv Planning – ASCP and APS modules are available

Multiple Plants (One company / Multiple plants)

Std MRP – provided with the base ERP system

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Other Gaps

Data

Payment Terms, Quick Codes, Chart of Accounts, Bank details, Employees, Job Positions, UOMs– MIGRATE II or SWIFTConfigurator will load this data

Other Oracle modules

(EAM, ASCP, Advanced Planning, Projects etc.- many additional modules and wizards available)

Reports

(Reports Executables, Parameters, Concurrent Programs, Binaries deployment – the touch points into Oracle can be undertaken with the tool. The report customizations need to be undertaken in the traditional manner)

Customizations and 3rd Party Solutions

(Binaries deployment, Executables registration, Menu configurations, Concurrent Programs, FlexFields – can all be managed by SWIFTSuite)

Languages

(Simplified/Traditional Chinese, Japanese, Korean, Thai, Latin America Spanish- all languages supported by Oracle are supported by SWIFTSuite)

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GAP ANALYSIS OBJECTIVES

Objective of the Gap Analysis is :

To drive and ensure successful Change Management

To allow the users to see and touch the Oracle system with the proposed solution

To determine what gaps exist between the business and the solution

To analyze the gaps and propose ways TO ENSURE the business will work within the proposed solution

To document the gaps that are only absolutely necessary for the business to run and only after every other possible alternative has been exhausted

To ensure the users understand what reports are [and are not] available

To finalize the rollout plan and the customer resources that will be required to support the rollout and when

To obtain commitment to the Gap Analysis as the only additional changes that will be required prior to going LIVE

To obtain commitment to the rollout plan to minimize or eliminate the possibility of delays

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Analyze – Approve the GAP ANALYSIS

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DESIGN / BUILD

STEP 2 : DESIGN / BUILD

Apply GAP to the SWIFTSuite Knowledge Base Generate the final Oracle solution Fully test the final Oracle solution Develop user procedure documentation Design Program Learning

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AQ&Q U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S