Oracle Release 12 Financials Overview

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E-Busines Suite R12
Road Map to Fusion?
Marit Lønvik, Practice Manager Oracle Consulting
                       Agenda

•   Introduksjon
•   R12 – the Global Business Unit
•   R12 Arkitektur
•   Best Practice
•   Why upgrade?
•   Q&A
Introduksjon

Oracle E-Business Suite Release 12 and
   Applications Unlimited
Management Challenges
Globalization creates unique challenges in managing…



         Compliance Mandates               Competitors
         Increased and varying             The Internet eliminated
         regulatory / security             borders making all
         requirements exert additional     markets global markets
         burdens on businesses



         Customers & Employees             Suppliers
         Manage employees and              Margin pressures force
         customers dispersed across        companies to search for
         geographic and cultural           goods & services anywhere
                                           in the world resulting in
         boundaries                        complex supply networks
              Oracle’s Recent Acquisitions
               Scale, technology and vertical specialization across all product lines.

                                                                            17 Acquisitions*
                                                                                               6 Acquisitions**




                  4 Acquisitions




* Includes acquisitions of Covansys and Hexaware operations.
** Acquisition of Mantas through majority-owned i-flex solutions company.
   Unique, customer focused strategy


                        EBS 12                    EBS 12.1              EBS 12.x




                   Enterprise 9                    Enterprise 9.1        Enterprise 9.x




                  EnterpriseOne 8.12 World A9.1    EnterpriseOne 9.0   World A9.x




                             Siebel 8               Siebel 8.1                      Siebel 8.2




                     FUSION


Customers continue to get innovation in existing release and choose
    when they are ready to move to next generation technology.
                   Introducing
           Oracle E-Business Suite 12

            The
            Global Business
                                                                   Release
       Brought to You by Oracle Applications Unlimited

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
    The Global Business Release

•    Støtter opp under ―Shared Service Center‖
•    Forenkling gjennom standardisering
•    Felles oppsett av avgift
•    Felles oppsett av interne banker under Cash
     Management
•    Nytt brukergrensesnitt
•    Rapporter via XML Publisher
•    Har vært tilgjengelig siden januar 2007
       New
 Background Pattern




                            New
                           Icons
                 New
                Colors

  New
  Fonts
                  New
                 Buttons




All Products & Modules
Flexible Architecture Meets the Needs
of Dynamic, Global Businesses

                         Role-Based Portal Access
                                                                                              Complete
                             Enterprise Security
                                                                                              Integrated




                                                                      Compliance Framework
                      Performance         Analysis, Planning
 Systems Management




                      Management            & Reporting                                       Standards-based

                                      •   Integration Services
                                                                                              Adaptable
                                      •   Process Orchestration
                      Applications    •   User/System Configuration                           Accessible
                                      •   Data Hubs

                                      •   Application Server
                                                                                              Secure
                        Fusion        •   Web Services
                                      •
                      Middleware      •
                                          Development Tools
                                          Collaboration Tools                                 Scalable

                       Database                 RAC / Grid
   Streamlined Information Delivery
   Configurable Professional Reporting with XML
   Publisher
                       From New
                  Standard Data Extracts


Data Logic

Layout
                      XML Publisher         EXCEL       PDF    XML

Translation                                 EDI   EFT   HTML   RTF




                 To User Specific Reports
New Reports / New Reporting Options
      Reporting at the Operating Unit Level
Operating
  Unit
    Real-Time Operational Reporting                                                      Think   Work Manage

    Make better and faster decisions at dramatically lower cost


                                       Daily Results,           Multiple
                                      Flexible Periods         Currencies


                                                   Flexible Comparisons



                                                                   • Get rapid results with
                                                                     an out-of-the-box
                                                                     mgmt reporting system
                                                                   • Get the right
 Performance               Graphs /                                  information with role-
Measures (KPIs)             Trends                                   based dashboards
             Drag & Drop                         Reports w/        • Get complete
               Portlets                          Drilldown           information with
                                                                     seamless drilldowns
                                                                   • New in R12:
                                                                          - 6 dashboards, 49 KPIs, 90 rpts
                                                                          - A focus on global sourcing,
                                                                           purchases, and supplier mgmt
Operational Reporting                Work Think Manage



Receivables Management Dashboard

           Evaluate impact of
         billing activity on DSO




              Analyze collection
           effectiveness over time
Operational Reporting                             Work Think Manage



Receivables Status Dashboard

                       Monitor open receivables




  Target delinquent
 customers requiring
   special attention
           Global Inventory Optimization                                                         Think   Work Manage

           Optimize global inventory levels & locations based on anticipated
           demand



                                                         Without
                                                                        • Maximize on-time product
                                                         Oracle          delivery while minimizing
                                                                         inventory costs
                             Lower
                           Inventory                            With
                                                                        • Improve delivery flexibility by
                              Cost                             Oracle    storing common subassemblies
Inventory Cost




                                                                         which are completed only when
                                                                         an order is placed
                                                         Improve           - Account for global demand,
                                                         On-Time             supply & lead-time variability
                                                         Delivery
                                                                           - Select the best global inventory
                                                                             investment strategy
                 10   30         50       75 80 85 90 95 100
                               Product Delivery                         • Reduce inventory write-offs
           Oracle Closed Loop S&OP Planning

             Demand Planning                                   Supply Planning                   S&OP Meeting
                                                                 • Constraint-Based
 Demand     Market Demand                                          Production
  Data       Forecasting                                           Scheduling
EDI 867                              Consensus
                                                                 • Strategic Network
IMS data                              Forecast                     Optimization

Excel
Pedigree
             New Product
xml          Forecasting


                                                                                                   S&OP Review

                                                                  Evaluate Supply
           Promotion Planning                                       Constraints

                                                                                                  S&OP Outputs:
                                                                                                    Service levels
                                      Inventory     Safety Stock Demand                              Profitability
                                     Optimization                                                 Inventory Levels
                                                                                                     Promotions
                                                                                                        DRP
                   Measure Financial and Customer Service Level Results                Execute          MPS
     Global Financial Architecture

6 Major Initiatives
1.   Ledger and                             General Ledger
                                           Ledger & Ledger Sets
     Ledger Sets
2.   Multi-Org
                        Dr   Cr
     Access                             Subledger Accounting (SLA)
     Control
3.   Subledger                 Tax                     Inter                        Bank
     Accounting               Engine                 Company
                                                                                    Model

4.   Tax Engine
5.   Intercompany
                      Multi-Org
6.   Bank Model        Access
                       Control
                                   Inventory         Receivables             Projects


                      Work in Process       Purchasing            Payables
 Straightforward Upgrade
 Protect. Extend. Evolve.
 Today            Release 12
  Set of          Ledger in a
  Books           Ledger Set

                                Same Responsibilities
  Product         Subledger     Same Tables and IDs
Accounting        Accounting
                                Customization
                                 Continuity
 Operating        Operating
   Unit          Unit (MOAC)
 Ledgers og Ledger Sets

• I R12 er Set of Books erstattet av Ledgers
• Ledger defineres av
  •   Kontoplan (Chart of accounts)
  •   Valuta (Currency)
  •   Kalender (Calender)
  •   Regnskapsmetode (Accounting Convention)
• Ledger Sets er en gruppering av Ledgers med
  samme kontoplan og kalender.
From Multi-Org …To Multi-Access
Role based access to Operating Units

       Perform multiple tasks across operating units
             without changing responsibilities

  Belgium          Holland         Denmark
 Legal Entity     Legal Entity     Legal Entity



  Belgium          Holland         Denmark
Operating Unit   Operating Unit   Operating Unit

Responsibility   Responsibility   Responsibility
MOAC: Multi-Org Access Control
Role based access to Operating Units

       Perform multiple tasks across operating units
             without changing responsibilities

  Belgium           Holland         Denmark
                                                    Functional Tasks
 Legal Entity      Legal Entity     Legal Entity     Order Management
                                                     Dunning, Collections,
                                                      Billing
  Belgium           Holland         Denmark          Requisition, Demand &
Operating Unit    Operating Unit   Operating Unit     Purchase Orders
                                                     Receiving & Drop Ship
Responsibility
            SingleResponsibility
                  Responsibility   Responsibility    Invoice Receipt,
                                                      Disbursement
                                                     Customer Data
                                                      Management
                                                     Accounting Setup
    Subledger Accounting

• Felles motor og register for regnskapsføring (XLA)
• Brukes av AR, AP, FA, PO, INV m.fler
• Regelbasert
• Støtte for eksterne applikasjoner
• Støtte for flere regnskapsmetoder
• Kan tilfredstille flere juridiske, industri eller geografisk
  betingede krav samtidig
• Bedre avstemmingsmuligheter
• Bedre sporing
• Full støtte for 11i funksjonalitet
  Governance, Risk, & Compliance                                                     Think   Work Manage

  Document, test, monitor, and certify ongoing compliance with
  Sarbanes-Oxley, JSOX, HIPAA and other global regulations



                Track Compliance Status, Document Findings, Mitigate Exceptions


             Document                    Assess            Scope            Test
             Processes                    Risk &           Audit          Controls
                                         Controls         Program


             Create Risk &
             Control Library


                                   Certify and Report Results




• Diagnose access and          • Strengthen application               • Ensure auditability
 process control                 control environment with                via secure change
 violations and take             continuous monitoring                   control and history
 corrective action
 Tax Set Up Templates

• Standard maler for oppsett av avgift for 21 EMEA
  land, der i blandt Norge, Danmark og Sverige.
• Alle avgiftstransaksjoner lagres i et ―Tax Record
  Repository‖ som er grunnlag for rapportering og
  avstemming.
• Egen simulator for testing av regler for
  avgiftsberegning
Bank Account Model
Description

• Central place to define internal bank accounts
  • This feature will allow to define and keep track of all bank
    accounts in the e-Business Suite in one place and explicitly
    grant account access to multiple operating units/functions
    and users
• Multi-Org Access and UMX based security
  • In the new model, bank accounts are owned by Legal
    Entities with the option to grant account use to Operating
    Unit (Payables, Receivables), Legal Entity (Treasury),
    Business Group (Payroll)
Bank Account Model
Description II
Trading Community
                     Cash Management
Architecture (TCA)


      Bank                              Payables


                                       Receivables
   Bank Branch        Bank Account

                                         Payroll


                                        Treasury
Noex


• ―Noex‖ is part of Application standard R12
• No release date R12 available, demand driven
• Functional Transition of Norwegian Custom
  Extensions (NOEX) to Release 12. Scope is
  described in Metalink note:427453.1

• R11 and R12 is supported by Oracle Support
                                                                          Think   Work Manage
        Global Talent Management
        News                                           Benefits

    Workforce                     Expense, Productivity
Performance Mgmt                 & Revenue Improvements

• Cascading Objectives       Higher quality products & svcs         Income
• Appraisal Uplifts          Lower employee turnover rate          Statement
                             Lower hiring and training costs
                                                                   Sales / Services
                             More productive and skilled
     Learning                 employees                            SG&A Expense
    Management               Reduced employee downtime
• Workforce Certification     during the on-boarding, transfer,
• Applicant Support           and off-boarding process
                                                                    Business
• Web Conferencing                                                 Environment
                                    Other Improvements

    iRecruitment             Increase in employee morale at all   Employee Satisfaction
                              levels of the organization
• Auto-Search                                                      Credibility &
                             Reduced risk from outdated
• Integration w/ Offers                                            Investor Confidence
                              Information Technology
• Embedded Analytics                                               Risk
• Assessments
Human Resource Localizations                                    Think   Work Manage

Manage all employees within a single system while adhering to
local, in-country regulations

                  UAE            Finland            India




Denmark        New in R12: Localizations expanded for           Kuwait
                            10 countries
            Oracle now has localizations for 30 countries
                    covering 87% of world GDP

                         • Enterprise & workforce management
             Business
                         • Workforce sourcing & development
              Process
                         • Compensation & benefits management
Mexico       Examples                                           Sweden
                         • Payroll management



                Norway            Poland           Russia
Manufacturing Practices for APAC                                           Think   Work Manage

Satisfy local requirements to compete in key outsourcing regions



                                     Golden Tax Support for China
                                     Provide compliant VAT calculation, invoicing,
                                     and tax reporting via China-certified ―Golden
 Asia Pacific is                     Tax‖ software

the factory floor                     Chargeable Subcontracting
  for the world                       Automatically create replenishment orders
                                      and track component allocations & inventory
                                      for sub-contracted manufacturing (e.g. Shikyu)

In 2005, China’s                      Periodic Average Costing
                                      Support accounting compliance requirements
  global trade                        in territories such as China/Taiwan
 surplus more
                                      Customer Acceptance, Deferred Revenue
  than tripled                        and COGS
                                      Recognize and account for COGS and revenues in
                                      the same proportion, based on flexible
                                      contingencies & within the same accounting period
    Global Transportation Management                                           Think   Work Manage

    Drive down logistics costs and increase on-time delivery by managing
    the international movement of goods within a single, scalable system



                                                       Event Mgmt
 Optimize                                                                   Automate
 Modes                                                                   Execution &
 & Routes                                               Payments        Collaboration
 • Plan across multiple legs, tiers, nodes,      • Manage internal and 3rd party fleets
   and modes (truck, air, train, ocean)            (eg. LSPs) in the same system

 • Handle all supplier inbound and               • Enable partners to transact and
   customer outbound deliveries                    ―self-update‖ (eg. pick-up request)

 • Display results via intuitive, graphical UI   • Handle exceptions via automated
                                                   event management notifications




Integrated with Shipping, Receiving, Inventory Management, and Purchasing
     Global Customer Service                                                                Think   Work Manage

     Drive revenue and customer loyalty with superior customer service



     • Efficiently resolve issues at the customer’s convenience regardless of
       geographic location
     • Coordinate the delivery of all global services within a single system
          - Self-service & agent-assisted            - Outsourced / 3rd party services
          - On-site repair                           - Internal issues (help desk)
          - In-house repair & refurbishment          - Investigations (case mgmt)
     • Increase revenues while decreasing contact, research & execution costs



    Case Management                      Customer Support                        Field Service
Manage key activities related to     Initiate service requests 24x7      Coordinate service delivery
cases / clients / involved parties   plus interact with service reps     across time zones, schedule
and securely share information       online via new screens for          outsourced services globally,
across geographies or agencies       ―internal‖ & ―external‖ customers   utilize digital maps to route reps
Utilize Digital Maps to Route Reps                               Think   Work Manage

Minimize drive time, maximize customer face time




                                                   Optimizing street-level
                                                   routes enables you to:

                                                   • Drive service revenue
                                                    by enabling maximum
                                                    number of service
                                                    visits for each service
                                                    representative

                                                   • Drive cost reduction by
                                                    reducing mileage,
                                                    travel time, and cost
Secure the Global Enterprise                                               Think    Work Manage

Address global security pressures with a comprehensive security
portfolio

    Risk
                                          • Provide enterprise-wide,
    Without control of data integrity      standards-based security
    and access, business risk                - Single sign-on
    increases
                                             - Corporate directory
                                             - Access / identity management
    Manageability
    Multiple user communities                - Identity federation
    require management (clerical,
    self-service, customers, suppliers)   • Simplify security administration
                                             - Decentralized, delegated user admin
    Cost                                     - Automated & self-service provisioning
    User provisioning, de-provisioning         with approvals
    and re-provisioning are often
    manual and labor-intensive               - Extended IT and system admin security
                                               with DB tools (e.g. DB Vault)
     Audit & Compliance
     Government mandated
                                          • Continuously monitor environment
     accountability is driving new           - Security dashboard / reports
     scrutiny of security                    - Best practice & typical violations
Configure, Don’t Customize                                                 Think   Work Manage

Highly configurable global system lets you tailor the system
without programming


  Accelerate systems        Preserve configurations          Eliminate costly
    deployment                 through upgrades                  customizations



                     Flexfields – User definable data key

                     Folders – User tailorable forms

                     Workflow – Configurable business process flow

                     Custom Library – Directory for customer extensions (forms)

                     OA Framework / Forms Personalization –
                     Configurable page ―look & feel‖, navigation, tabs, fields, buttons

                     XML Publisher – Flexible report / document output
  Comprehensive Integration Repository                                         Think   Work Manage
  Simplify and accelerate systems connectivity



A Catalog of All EBS Integration Points            • Enable key integration types
                                                     -   Business to Business
• Web Services                • Business Events
• Public Java & PL/SQL APIs   • Batch Interfaces     -   Enterprise Application Integration
                                                     -   Business Process Management
                                                     -   Business Activity Monitoring

                                                   • Support industry-standard
                                                     messages

                                                   • Support standards-based
                                                     XML documents

                                                   • Search and view available
                                                     interfaces via powerful UI

                                                   • Automatically keep in step with
                                                     source code via standard patching
 Next Gen. Business Process Mgmt                                             Think   Work Manage

 Integrate Oracle, 3rd party & legacy applications to extend process
 automation

                                                            • Quickly integrate
                                                              heterogeneous
Oracle             PeopleSoft                Custom Order     applications using an
 EBS               Financials                 Application     intuitive, graphical UI
                                                            • Manage system
                                 • Standard Interfaces        performance via web with
BPEL Process Manager             • Cross-application maps     a user-friendly console

Business   Step    Step    Step       Step      Step        • Reduce connectivity
 Process    1       2       3          4         5            headaches with
                                                              pre-packaged, standard
                                                              interfaces for applications
                                                              and legacy systems
Siebel            Mainframe HR
                   Application
                                               New Web
                                              Application
                                                            • Built on widely adopted
CRM
                                                              industry standard
                                                              language (BPEL)
Integration with Core Applications                                         Think   Work Manage
Oracle | Retek Integration with BPEL

• Lower cost integration between disparate systems
• Better performance with integrated business flows across applications

                                                                Accounts
   Merchandising
                   Inbound Retek Data                            Payable
                   • Matched invoices   • Daily sales




                                                                                   E-Business Financials
                   • Credit notes       • Cash and deposits
      Invoice                                                   General
                   • Debit memos        • Inventory
     Matching                                                   Ledger
                   • Rebates            • Sales data



                                                               Accounts
    Sales Audit    Outbound Financials Data                    Receivable
                   • Suppliers              • Payment terms
                   • Partners               • GL accounts
                   • Addresses              • Currency rates
   Stock Ledger    • Freight terms                                Cash
                                                               Management
        Integration Solution:                                                                                                 Think    Work Manage
        Siebel CRM On Demand to Oracle E-Business Suite

                                                                                                          CUSTOMER AND PRODUCT
       Siebel CRM On Demand
                                                                                                               INTEGRATION
       Siebel/Oracle          Web/Call Center/Sales Force                                             Initial customer data load from Oracle EBS to
       Oracle                                                                                          Siebel CRM On Demand
                                             Identify                       Two way synch
                                                                            Oracle <> Siebel         • Integrate customer creation flow from CRM
                                             Customer
                   Browse & Search                          Account                                    On Demand to Oracle EBS
                  Products/Services                          Mgmt                                    • EBS Customer Data Quality Management
   Product                            Opportunity                             Customer
                                                                                                       (DQM) tools available within CRM On
                                                                                                       Demand
One way synch
                                                                                       Quotes        • Support bi-directional synch of customer and
Oracle > Siebel
                              Oppty Info.                                              Orders
                                                                                    Install Base
                                                                                                       contact
                              Quote Status
                              Quote Value                                         Service Requests   • Product Master maintained in Oracle EBS
                                                                                      Invoices         and synched to Siebel CRM On Demand
                                                                                                           OPPORTUNITY TO QUOTE
                                       Quoting                                 Install Base
                                                                                                     • Convert CRM On Demand opportunity to
                                                                                                       Oracle EBS quote
                                                       Installed Products
                                                                                                      Customer and product context are passed
                                                                                                       from CRM On Demand opportunity to Oracle
                                        Order                                                          EBS quote
                                      Management                                                      Quote status presented back in CRM On
                                                                               Tele, Field             Demand
                                                                                Service
                                             Billing                                                    360 DEGREE CUSTOMER VIEW
                                                                                                      Quotes, orders, install base, service requests
                                                                AR                                     from Oracle EBS are presented within CRM
                                                                                                       On Demand
R12 Arkitektur

E-Business Suite Architecture
    Release 12 -- By the Numbers


Our Largest Release Ever                 High Quality Release
 • R12: Over 2350 New Capabilities        • New Development Lifecycle
 • R11i.10: Over 2182 New Capabilities      Management Dashboard with
 • R11i.9: Over 1874 New Capabilities       100s of Status, Milestone, and
                                            Exception Reports
                                          • 187,164 Documented Test Cases
Broad Distribution of Capabilities        • 1000+ of Internal Testers
 • 40% Industry Specific Capabilities
                                          • 100+ of External Testers
 • 60% Cross-Industry Capabilities
                                          • 6 Rounds of Testing
                                          • 15 Software Builds
11 New Modules / Products
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             Lifecycle Management



                            Availability, Performance
Data Management
                            And Scalability
 Multi-Channel Optimized Architecture
 3-Tier Logical Architecture - General
  Client                      Application                Database



                                     Java Engine
                 Web Server
                                       User Interface
                                                            Global Single
                                                          Data Model Model

                                      BI & Reporting
     Excel                                                     Business
     Add-In                                                  Intelligence




User Interface                Application logic         Database logic
Multi-Channel Optimized Architecture
3-Tier Logical Architecture - Detail
                           Oracle Application Server                       Oracle Database

                                                                            Materialized Views
                                         Java Engine

Client                                                                      Data Guard

                    Web Server: Apache     User Interface
                                                                            Partitioning

                                          BI & Reporting                   OLAP
           HTTP/S




                                                            JDBC/SQL Net
                                         Personalization                    Spatial


                                         Business Event                     Grid

  Excel                                                                     Global Single
  Add-In                                                                    Data Model
                                         Concurrent
                                         Manager
                                                                            Workflow
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             Lifecycle Management



                            Availability, Performance
Data Management
                            And Scalability
     User Interface
     Design Points
Java Interface
• Flexible, powerful system for
  professional administrative users
• Optimized for high-volume use
• Oracle Forms Technology

                             HTML Interface
                             • Originators enter their own
                               transactions
                             • Cheaper, faster, more accurate
                               information
                             • Simple, approachable UI
                             • Business Intelligence
                             • Oracle Applications Framework
                               Technology using MVC (Model View
                               Controller)
Innovate with Google OneBox
                                &




• Business language keywords: requisitions, req, purchase
• Links everywhere (result set, individual result, related functio
• All links take user into application - securely
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             Lifecycle Management



                            Availability, Performance
Data Management
                            And Scalability
    Role-Based Intelligence Dashboards
    Provide Actionable Information
    Make better and faster decisions at dramatically lower cost
                                                                            Multiple
                                                                        Views & Actions
                                 Daily Results,           Multiple
                                Flexible Periods         Currencies


                                             Flexible Comparisons      Related links




                                                             • Get rapid results with
                                                               an out-of-the-box
                                                               mgmt reporting system
                                                             • Get the right
 Performance         Graphs /              Reports w/          information with role-
Measures (KPIs)       Trends               Drilldown           based dashboards
                                                             • Get complete
                                                               information with
                                                               seamless drilldowns
     XML Publisher
     Business Users Format and Deliver
     Documents
Data Sources               XML Publisher          Output Formats           Destination
     Oracle                          Publishing
                                                  PDF   HTML       EDI       • Email
   Applications                        Engine
                  XML                             RTF   XML        Excel     • Printer
      CRM                                                                    • Fax
      ESA

      FMS                                                                  Order
                         Templates                       Letters
                                                                           Confirmations
      HCM
                                                         Fund              Online
      SCM                                                Transfers         Paychecks
                                                                           Government
                                                         Bills
                        Business                                           Grant Forms
   Any XML
Data Source
                            User



   Integrate Out-of-the-Box with Oracle Applications
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             Lifecycle Management



                            Availability, Performance
Data Management
                            And Scalability
      Personalization
      Oracle Principles
Satisfy User and Organizational Needs through Configuration, Not Customization

          Highly configurable global         Accelerate systems deployment
           system lets you tailor the        Preserve configurations
                                              through upgrades
       system without programming            Eliminate costly customizations

                        Flexfields – User definable data key
                        Folders – User tailorable forms
                        Workflow – Configurable business process flow
                        Custom Library – Directory for customer extensions (forms)
                        OA Framework / Forms Personalization –
                        Configurable page ―look & feel‖, navigation, tabs, fields, buttons
                        XML Publisher – Flexible report / document output
Personalization, HTML UI: OAF

                      • Tailor text for labels, prompts,
                        and tip messages

                      • Hide/Show components

                      • Reorder components

                      • Restrict query results

                      • Add new items: fields,
                        buttons, links, pick lists,
                        images, etc.

                      • Tailor graphs & charts

                      • Seed end-user views
Personalization, HTML UI: OAF
        User Personalization Features
                                        • Create and
                                          save a
                                          search

                                        • Tailor table
                                          column
                                          titles

                                        • Hide/Show
                                          columns

                                        • Reorder
                                          columns

                                        • Add data
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             Lifecycle Management



                            Availability, Performance
Data Management
                            And Scalability
Leverage Oracle Technology
Oracle Master Data Management
       What is Master Data Management (MDM)?
                   The Ability to…

Consolidate information into a single          Employee
  master repository

 Cleanse and enrich data                   Customer
                              Supplier
   centrally and distribute
 Synchronize data for a                 Asset
                                Product
   consistent enterprise view
 Leverage master data to
 improve customer and product
 centric business processes and
 analytics
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             Lifecycle Management



                            Availability, Performance
Data Management
                            And Scalability
Process, Integration and Events
• Oracle Integration Repository
   • Compilation of information about the numerous service endpoints exposed
     by the Oracle E-Business Suite of applications.
   • Provides a complete catalog of Oracle E-Business Suite's business service
     interfaces.
• Open Standards
   • B2B Document Exchange - EDIfact, X.12, RosettaNet, HL7, OAG 7.0, etc…
   • Protocols - AS2, SOAP, HTTP, etc…
• Instant-Value integrations
   • Pre-built bridges that seamlessly link Oracle Applications together for end
     to end industry processes
• Option: leverage Oracle Technology
   • Oracle SOA Suite to provide the foundation for adaptive business
     processes, by enabling a service-oriented architecture
   • Oracle Business Process Analysis (BPA) that includes process modeling
     and simulation, is a key component of the BPM lifecycle.
Process, Integration and Events
Oracle Integration Repository (iRep)
        Process – Navigate By Interface Type
Leverage Oracle Technology
Oracle SOA Suite
                     Comprehensive


              BAM     Analytics    Events    Monitoring

JDeveloper    BPEL Process Manager
                Native      Human           Business      Web Services
Integrated
                 BPEL      Workflow          Rules        Manager
Services
Environment   Enterprise Service Bus
 App Dev                        XSLT
Framework       Adapters                     Routing        Security
                              Transform


                        Application Server                    UDDI
   B2B
                    J2EE, WS-*, Event Services               Registry
 Leverage Oracle Technology
 Oracle Applications Adapter
• Oracle Adapter for Oracle Applications provides
  comprehensive, bidirectional, multimodal,
  synchronous, and asynchronous connectivity to
  Oracle Applications

• Exposes Oracle Applications Integration Interfaces as
  web services.

• Interfaces with IREP to expose only recommended
  public integration interfaces.
          Process, Integration and Events
          Instant-Value Integrations
Initial Bulk Load
                                                            Transform

                                        Load                                      Extract
              Siebel CRM                                Oracle Warehouse                     Oracle EBS
                                                             Builder

 * Not required for OnDemand and i-Flex integration flows


Updates and Transactions
                                                  Fusion Middleware/BPEL                              Oracle EBS

                                          Request/Reply Process
                                                                                                       PeopleSoft
                                                            Transform                                    CRM
                                                               XSL
         Siebel CRM
                                          Synchronization Process                                         i-Flex
                                                             Common
                                             Transform                     Transform
                                                              Object
                                                                                                          G-Log


                                                                                                          *SAP
                            Cross Reference                                      Common Error
                                                            Oracle DB
                               Indexing                                            Handling



                                                                                       *SAP connectors available now
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             Lifecycle Management



                            Availability, Performance
Data Management
                            And Scalability
  Leverage Oracle Technology
  Oracle Identity & Access Management

• Access Control
  •   Single Sign-On
  •   Identity Federation
  •   Web Access Control
  •   Web Services Security*
• Identity Administration
  • User, Role Management
  • User Provisioning
• Identity Infrastructure
  • Virtual Directory
  • Directory
Leverage Oracle Technology
Oracle Database Security
• Oracle Advanced Security Option delivers state-of-the-art
   • Data Encryption: Oracle Transparent Data Encryption (TDE)
   • and Network Encryption
• Oracle Database Vault protects against insiders accessing data and
  applications outside the scope of their responsibilities
• Oracle Audit Vault is a powerful enterprise-wide audit solution to
  efficiently protect, consolidate, detect, monitor, manage, alert and
  report on audit data for security auditing and compliance
• Oracle Label Security protects classified or confidential data with the
  flexibility of row level restrictions
• Oracle Secure Backup provides encrypted tape backup for databases
  and file systems
• Oracle Data Guard is one of the most effective and comprehensive
  data availability, data protection and disaster recovery solutions
  available today for enterprise data
• Oracle Real Application Clusters delivers Unparalleled High Availability
  and Scalability features for the Foundation for Grid Computing
• …
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             LifeCycle Management



                            Availability, Performance
Data Management
                            And Scalability
 LifeCycle Management (LCM)

• Oracle E-Business Suite includes an integrated set of tools that
  facilitate all stages of the application lifecycle, including
   •   Implementation,
   •   Management,
   •   Maintenance,
   •   And upgrade.
• Using E-Business Suite Built-in Tools like Rapid Install, iSetup,
  Oracle Applications Manager (OAM) and AD Utilities.

• Leverage Oracle Technology
   • Oracle Enterprise Manager Grid Control
LifeCycle Management (LCM)
Oracle Applications Manager (OAM)

• … a general purpose system management console
  •   Monitor and control system components
  •   Diagnose and resolve system issues
  •   Manage system configuration
  •   Streamline system maintenance


• … built directly into the E-Business Suite
  • Included in Rapid Install and Maintenance Packs
  • Configured by AutoConfig
  • Runs in the E-Business Suite web server
Leverage Oracle Technology
Oracle Enterprise Manager Grid Control
        Fusion Technology Delivered Today

• Grid Control will be the hub of
  Oracle Fusion Applications LCM
  •   Provisioning
  •   Monitoring
  •   Administration
  •   Maintenance
  •   Upgrade
• Grid Control can be used today     Grid
                                    Control
  to monitor and manage Oracle
  Applications
  • E-Business Suite                          Fusion Applications

  • PeopleSoft Enterprise
  • Siebel
Characteristics of an Enterprise
Application Multi Channel Architecture
        Adaptive


                            Process, Integration
Portal and User Interface
                            and Events


Business Intelligence
                            Security
and Reporting



Personalization             Lifecycle Management



                            Availability, Performance
Data Management
                            And Scalability
          High Scalability & Availability
          Architecture
                           Oracle Application Server            Oracle Database

                                                       OC4J /   Real
                        Web        Oracle HTTP         Forms    Application
                       Cache          Server                    Cluster




Browser      Load
 Client     Balancer
                                                                   Administration &
                                                                   Monitoring
Summary                                                                  Grid Control



                              Oracle Application Server                                      Oracle Database

                                                                                              Materialized Views
                                                     Java Engine

Client                                                                                        Data Guard




                       Web Server: Apache
                                                        User Interface
                                                                                              Partitioning

                                                      BI & Reporting                         OLAP
           HTTP/S




                                                                              JDBC/SQL Net
                                                     Personalization                          Spatial


                                                     Business Event                           Grid

  Excel                                                                                       Global Single
  Add-In                                                                                      Data Model
                                                     Concurrent
                                                     Manager
                                                                                              Workflow


                                            BPEL, BAM, ESB, …      LDAP/SSO

                    Portal                        SOA &                Identity Management
                    Services                      Integration          Services
                                                  Services
Best Practice
    Upgrade project


Within the upgrade project, there are several key areas of work that
   begin with project definition and continue through the training of
   personnel on the new solution.

A standard upgrade project can be divided into the following six phases:
1. Evaluation of the new release
2. Planning the upgrade (including development of a comprehensive
   business case)
3. Technical upgrade (including conference room pilots/test rounds)
4. Functional testing (including conference room pilots/test rounds)
5. Training
6. Cutover to production
     Oracle Consulting Services
     - Top 10 Upgrade Best Practices
1. Determine Your Upgrade Path
    • More recent releases have a direct upgrade path to the latest
      release
2. Treat Your Upgrade Activity as a Formal Company Project
    • Structured approach for managing the tasks, resolving issues, and
      measuring progress is critical. Build a team with broad,
      comprehensive skills
3. Prepare the Organization
    • Proactively engage stakeholders to help prepare for the project and
      the changes that will be experienced once deployed
4. Understand and Mitigate Project Risks
    • Specific mitigation plans should be developed for high probability,
      high impact risks
5. Inventory Your System
    • Examine current business requirements and Inventory modifications
      and determine what is still needed
     Oracle Consulting Services
     - Top 10 Upgrade Best Practices
6. Plan for Upgrade Architecture
     • Accurate sizing information will help guide decisions to reuse existing hardware
       and resources
7. Identify Custom Code and Scripting
     • Identified customized interfaces, forms, and reports that will require additional
       testing through the upgrade process
8. Optimize Training Processes
     • Ensure project and support teams are proficient in the new technology
     • Train users at an optimal timeframe will help resolve most issues early. Most
       users prefer training proximate to going live on the new system
9. Secure User Buy-In
     • End users must have good information about how the resulting solution will
       impact their roles, whether the changes are functional, user interface, or
       technical in nature
10. Go Live
     • Go live checklist created earlier in the upgrade process should be leveraged to
       verify that the success criteria have been achieved
     • Set up sufficient support mechanisms to optimize early rollout experience
       Scoping and Planning the Project
       Example of Project Phases
System Architecture Projects

 10.2.0.3 database upgrade
 Technical Testing       Build Test       UAT
 • Upgrade and           • AIT module     • End-to-end
                                                                          Production
   performance            testing              testing
                                                                             Live
   testing
                                          • Load testing

Mid-tier OS upgrade & server refresh
 Technical Testing          Build Test                     UAT
                                                                                       Production
 • Configuration and        • AIT module testing           • AIT regression              Live (2
   performance testing                                      testing                     phases)


R12 Application Upgrade
 Dev Testing                Build Test                     UAT
 • xBuild 7, 9, 13, 19      • Module testing               • AIT – 12.0, RUP1; Business – RUP2, RUP3

                            • Extension / custom           • Performance testing
                              dev                                                                      Production
                                                           Technical Upgrade Timing Tests                 Live
 Managing the Path to Production
 Application Patching

• Change Control:
  • Central Operations Group verifies change
    approvals and completed regression testing
  • Product and custom patches follow same
    compliance guidelines and change promotion
    paths

• Change implementation:
  • Weekly maintenance windows in Build Test and
    UAT (Tuesday, Friday)
  • Patching team based in Bangalore can staff
    maintenance windows 24x7
 Preparing the System Architecture
 Database Tier Pre-Requisites

• RDBMS upgrade project
  • Role includes contributing to e-Business Suite certifications
     • Goal to keep as current as possible
     • Upgrade production every 12 – 18 months


• Storage project
  • Pre-upgrade GSI size (11.5.10):     12.2 TB
  • Upgrade requirements:                1.3 TB
Preparing the System Architecture
Disaster Recovery Considerations



                              Network / BigIP /
                               DNS (Manual)



                                Application
                                Code (Snap
                                  Mirror



                                 Database
                                (DataGuard)




• Verified upgrade archive generation rates during test upgrades
• Test ability to transport and apply logs at accelerated rates
• Archive logging disabled during production upgrade transition
Verifying Performance
R12 Performance Testing

           • All significant architecture and technical
             changes undergo performance
             evaluation

          • Performance compared:
             Database upgrade
             Mid-tier OS upgrade to OEL 4.0
             Mid-tier server capacity analysis
             XML Publisher report throughput
             R12 upgrade timings
             R12 run-time analyses
    Issues and Lessons
    Actions to Reduce Outage Downtime

• Separate database upgrade
• Separate mid-tier OS upgrade
• Complete recommended pre-upgrade application steps
• Create a ―Master‖ R12 APPLTOP
• Restart all database instances for CBO analyze
• Parallelize pre- and post-upgrade technical activities
  where feasible
• Prioritize concurrent programs / requests which must
  complete prior to system release (see product
  documents)
Issues and Lessons
Keys to a Successful Upgrade

          • Collaborative planning across all project
            teams


          • Build step-by-step transition plans for
            each test round


          • Complete architecture changes in
            advance
          • Isolate performance testing of each
            architectural change
  For More Information
―Case Study: Upgrading Oracle's Global Single Instance to
    Oracle E-Business Release 12‖ (OOW S290715)
   ―Upgrading to E-Business Suite R12 Best Practices‖
                    (OOW S290708)

                search.oracle.com
               GSI Lessons

               GSI Architecture

               GSI Data Guard
                           or
                       oracle.com
Why upgrade
   Why do You Want to Upgrade?
• Provides access to new functionality and software
  applications that can help keep your organization well
  positioned to meet your business objectives
• Facilitates regulatory compliance at a lower cost through
  retiring customizations
• Allows you to leverage the latest usability enhancements
• Upgrading allows you to leverage the latest performance
  and usability enhancements
• You may need to upgrade to remain eligible for the highest
  levels of product support
• You may need to upgrade to remain eligible for tax and
  regulatory updates for your applications
 Why R12



• The Oracle E-Business Suite product has expanded
  significantly in functionality, scalability,
  usability, and reduced cost of ownership over the
  past few releases, including dramatic leaps with the
  recent Oracle E-Business Suite Release 12.
• It also includes information about future upgrade
  options to the next generation of application
  software currently branded as Oracle Fusion
  Applications.
Why Upgrade?
                                                             Think   Work Manage
Most Comprehensive Solution
The Global Business Release


Includes Over 2,350 New Capabilities
  • 50% Industry Specific Capabilities
  • 50% Cross-Industry Capabilities
        –   Sales & Marketing   –   Planning
        –   Finance             –   Procurement
        –   Human Resources     –   Manufacturing
        –   Projects            –   Logistics
        –   Contracts           –   Service
        –   Order Management    –   Maintenance
        –   Configurator        –   Product Lifecycle Mgmt


Includes 11 New Modules/Products
E-Business Suite Release 12 Momentum


4,100+ customers downloaded/ordered software

900+ customers actively engaging with Support

130+ early adopters working closely with Development

18 customer live on Release 12

As of October 23, 2007
<Insert Picture Here>



                            Executive Brief: EBS R12
                                       October 2006

                            ―In our opinion Oracle's EBS 12 is
a significant step forward in the integrated suite approach to
 enterprise applications. The Suite is functionally rich and
serves the global enterprise well. As a tightly integrated
 suite of products, businesses will realize significant gains
         from the interoperability of the suite environment.‖
Why Upgrade
Straight Talk from Customers
  “We have 60 sets of books and see tremendous efficiencies with running
  processes across these sets of books using Ledger Sets.”

  “Ability to issue one payment instruction to the bank for payments of invoices
  in multiple operating units was viewed as a huge benefit from the user
  community.”

  “Multi-Org Access Control (MOAC) will definitely reduce the workload and the
  number of people performing process related tasks. The users are very excited
  and the benefits of MOAC were readily visible to them.”

  “The ability to access multiple operating units with a single responsibility can
  simplify SOX compliance monitoring.”

  “The functionality offered with Advanced Global Intercompany System (AGIS),
  specifically the creation of physical invoices to be created for I/C transactions in
  Payables and Receivables eliminates many customizations in this area.”

  “Centralization of subledger accounting rules would minimize set up and
  maintenance, providing greater financial control, and enforcing a consistent
  approach for true global accounting.”
  “Banks, taxes, payments, and accounting – everything that becomes centralized
  will bring tremendous efficiencies to our organization.”
  Why Upgrade
  Straight Talk from Partners

―The new financials architecture will enable our joint clients to work globally to be
more competitive, think globally to make the right decisions, and manage
globally to lower cost and increase performance.‖
                            -- Brian A. Mitchell, IBM Global Business Services Worldwide and
                               Americas Oracle Practice Lead Executive


―Oracle continues to invest in a better user experience in E-Business Suite
Financials Release 12—from centralized accounting, tax and supplier
maintenance to a new user interface.‖
                            -- Sean Malinski, Accenture Partner, Global
                               Business Solutions - Oracle Practice

―IBM found the Oracle E-Business Suite Release12 to be rich in the functionality
that our clients need to succeed in today's business world.‖
                            -- Brian A. Mitchell, IBM Global Business Services Worldwide and
                               Americas Oracle Practice Lead Executive
   Financials Release 12
   The Global Business Release


 WORK GLOBALLY                       THINK GLOBALLY                   MANAGE GLOBALLY
  To Be More Competitive           To Make the Right Decisions        To Lower Cost & Increase
                                                                            Performance

Work better across applications,   Achieve global view of customer,    Implement, manage, and scale
    divisions, and regions          supplier, partner & operations       global applications easier
• Flexible, centralized,           • Truly integrated                 • Integration with core
 global accounting                   performance                       industry applications
 structure                           management                       • Self-service report
• 300+ enhancements to             • Real-time profitability           formats and publication
 best practice business              analysis                         • Superior ownership
 processes                         • Unified financial and             experience
• Comprehensive                      operational analytic
 governance, risk and                applications
 compliance platform
  More Information Available to You
  Accelerate your evaluation and planning
              Oracle.com                             MetaLink: E-Business Suite R12
                                                           Information Center
           http://www.oracle.com/                Alerts, Announcements, Documentation, Online
     For collateral, webcasts, podcasts,            Training (TOIs), Installation and Upgrade
partner network, solutions catalog, and more


        http://search.oracle.com




           Oracle University                      MetaLink: Advisor Webcast Program
  Instructor-led Training Starting May 2007            50+ Live Webcasts on Release 12
                                               MetaLink / Knowledge / Tools and Training / Training
                                                                (Web Seminars)
  Implementation Services to Assist You
  Accelerate your upgrade or implementation


Consulting Organization            EBS Release 12 Readiness

                                   • Training started fall 2006 for all global
Oracle Consulting                    regions, with expanded rollout within
                                     organizations since that time


                                   • Training started fall 2006, with rollout within
Global System Integrators (12)
                                     their organizations since that time



                                   • Trained by regions with good coverage by
Larger Partner Community (1200+)
                                     mid-2007
   Unique, customer focused strategy


                        EBS 12                    EBS 12.1              EBS 12.x




                   Enterprise 9                    Enterprise 9.1        Enterprise 9.x




                  EnterpriseOne 8.12 World A9.1    EnterpriseOne 9.0   World A9.x




                             Siebel 8               Siebel 8.1                      Siebel 8.2




                     FUSION


Customers continue to get innovation in existing release and choose
    when they are ready to move to next generation technology.
                        Oppsummering

•       11.5.10 unlimited support
    •    Velprøvd versjon
    •    Funksjonslitetsmessig høyt oppe på mange moduler
    •    Mye erfaring hos consulting og partnere
•       R12 drivere
    •    Globalisering og konsoliderings behov
    •    Mye ny funksjonalitet (300+ New Features)
    •    Nye produkter inkludert (Demantra, Glog, teknologiprodukter)
    •    Forbedret rapportering og Business intelligens
    •    SOA og integrasjonsbehov (ie. Siebel, JDE, SAP)
    •    Teknologi stacken nærmere framtidas plattform FUSION
    •    23 % raskere på ski????
QUESTIONS
 ANSWERS

						
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