Migrating to Oracle ERP Cloud - An A to Z Guide for a Smooth Transition

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1 Migrating to Oracle ERP Cloud - An A to Z Guide for a Smooth Transition Prepare for the leap to ERP in Cloud and what does it take to get ready for the journey. Shubhobroto Saha, NexInfo Solutions Inc.

2 Presenter Information Name : Shubhobroto Saha ( Shubho) Experience : 18 Years of Industry and IT Experience Industry Experience : 4 Years as a Manufacturing Process Engineer and Distribution Specialist IT Experience : 14 Years in Oracle EBS Implementations, Maintenance, Support and Development 2 Years in Oracle Fusion Cloud Implementations

3 Who Is NexInfo? SUMMARY Consulting company focused on helping clients achieve Operational Excellence via an optimal blend of Business Process & Software consulting services Deep domain expertise, including: Integrated Business Planning, Sales & Operations Planning, Supply Chain, Product Lifecycle Management, Predictive Data Analytics, Security & Compliance, and Business Transformations Founded in 1999 and managed by computer industry & business process professionals Clients include emerging companies and Fortune 1000 corporations Recognized in the industry, including features in Gartner Reports, The Silicon Review (50 Smartest Companies of the Year 2016 and 10 Fastest Growing Oracle Solution Providers 2017), and CIO Review (100 Most Promising Oracle Solution Providers 2015) PARTNERS CLIENTS CORPORATE INFO HQ in Orange County, CA with offices in Redmond, WA, Chicago, IL, Bridgewater, NJ, Dublin, Ireland, Chennai & Bangalore, India Operations across the United States, Europe (Ireland, UK, Switzerland, Belgium) & India 3

4 Why are we here?

5 Why We Are Here Let the Journey Begin Challenges, Methodology and preparation for move to Cloud Why Oracle Cloud Oracle Cloud Deployment Models Oracle Cloud Overview ( SaaS, PaaS and IaaS) and Scope Customizations and Extensions Data Conversions and Opening Balances loading Strategies Implementation Success Factors Q&As

6 Journey Begins Here

7 Journey Begins Here What is Oracle Fusion Cloud? Why Oracle Fusion Cloud? How can I prepare? What should I consider? Does it meet my business needs, then what does not? What, when and how much should I buy? What are the first steps when you start the implementation? What should be the implementation plan? Implementation phases and roadmap

8 Challenges in Migrating to Cloud

9 Challenges in Migrating to Cloud Business Process : Long term EBS customers have adopted built-in practices Customers know and understand EBS limitations very closely and work around it well Bolt-on enhancements to add-to or complement EBS functionality Integrations have been tested /modified over a long time Application & Data Navigation, Look & Feel, Nomenclature Data structures, data sufficiency & data overflow Integration with other on-premise systems

10 Preparing for Move to Cloud

11 Preparing for Cloud Migration Business Process : End to end business process reviews to make it system oriented and ERP cloud friendly Understand change in process flow structures User Training Application & Data : Understand ERP Cloud Innovations and Limitations Understand change in data structures and data flows Understand enhancement process Review master data sufficiency and overflow Review business critical,regulatory and customer driven customized reporting Prepare your users for the Change and to live with a new set of expectations

12 Cloud Implementation Methodology

13 Cloud Implementation Methodology Replicate Methodology : Replicate existing ebs configurations in cloud Almost no customizations or integrations Simple business processes Mostly discrete manufacturing Reimplement Methodology Business Process Mapping/Redesign Gap Analysis and Gap fit for Functionalities on ebs vis-à-vis Cloud Evaluate existing Customizations Data fit analysis and data transformation Evaluate integrations and Hybrid model.

14 Why Oracle Cloud?

15 Why Oracle Cloud? Faster time to value Increased innovation Scalability with growth Globalization strategy Managing an aging ERP environment Business expansion DR Strategy

16 Oracle Cloud Deployment Models

17 Oracle Cloud Models

18 Oracle Cloud Deployment Models

19 Oracle Cloud Offerings ( SaaS and PaaS)

20 Oracle Cloud Offerings SaaS ( Software as a Service) CX Cloud HCM Cloud ERP Cloud SCM Cloud EPM Cloud IoT Cloud Analytics Cloud Data Cloud PaaS ( Platform as a service) Data Management Security Application Development Content and Experience Integration Business Analytics IaaS ( Infrastructure as a Service) Infrastructure Bare Metal Cloud Services

21 Scope

22 EBS Scope Cloud Financials GL, AP, AR, FA SCM OM, e-commerce, Release Management, PO, Inventory, Cost Management, WMS MFG Work In Process and Bill of Materials Planning MRP Planning Fusion Financials GL, AP, AR, FA Fusion SCM OM, PO, Inventory Management, Cost Management, Oracle Fusion WMS Fusion MFG Manufacturing Cloud Planning Planning Central

23 Enterprise Structure

24 Enterprise Structure Comparision Ebs Cloud Enterprise Business Group Business Group Division Division Ledger Ledger Primary Ledger Primary Ledger Legal Entity Legal Entity Legal Entity Legal Entity Operating Unit Operating Unit Business Unit Business Unit Inv Org Inv Org Inv Org Inv Org Sub1 Sub2 Sub3 Sub4 Sub1 Sub2 Sub1 Sub2

25 Typical Oracle Cloud Enterprise Structure

26 Oracle Transactional Business Intelligence

27 Oracle Transactional Business Intelligence ctnd.. BI Answers or Analysis

28 Oracle Transactional Business Intelligence ctnd.. BI Publisher

29 Oracle Transactional Business Intelligence ctnd.. Dashboards

30 Oracle IoT Cloud

31 Oracle IoT Cloud ctnd..

32 PaaS Capabilities

33 PaaS Capabilities ctnd..

34 Cloud Connectors Designed to help companies overcome business process and application & data cloud migration challenges Best fit for organizations adopting a customized Hybrid Cloud model (cloud with onpremise E-Business Suite) Connectors available for: Finance SCM Manufacturing WMS CX

35 Customizations and Extensions

36 Extensions

37 ASN and Freight Cost Form

38 TAC Item Creation Form

39 TAC Item Creation Form ctnd..

40 TAC Item Creation Form ctnd..

41 TAC Item Creation Form ctnd.. Item Master and Org Item Sourcing Rules Quotations Item Categories Cross Reference Price List Update Item Creation Process Customer Item

42 HTS Code Creation Form

43 Print Label Form

44 EDI SO Header

45 EDI SO Lines

46 EDI Forecast

47 EDI Forecast

48 Data Conversions and Opening Balances loading Strategies

49 Data Conversions and Opening Balances Loading Strategies Data Conversions: 1. File Based Data Imports Opening Balances: 1. Open POs 2. Open Reqs 3. Open WOs 4. Open SOs 5. On Hand Balances 6. Open SRs 7. Installed Bases 8. Warranties 9. Open Invoices 10. Open ECOs/MCOs

50 Implementation Success Factors

51 Implementation Success Factors Understanding of E-Business Suite Understanding of Oracle Fusion Cloud Business process knowledge NexGen methodology Prototyping and demo capabilities Manufacturing and Distribution industry expertise Technical expertise in Oracle Fusion Cloud development Integration Expertise in Cloud and On-Prem

52 Thank You