Implementation of Oracle BI Applications for PeopleSoft. Copyright Apps Associates LLC. 1

Transcription

1 Implementation of Oracle BI Applications for PeopleSoft Copyright Apps Associates LLC. 1

2 Confidentiality Statement The content of this document is proprietary, confidential information pertaining to Apps Associates products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates. Copyright Apps Associates LLC. 2

3 Agenda OBIA/PSFT Overview OBI for Osmose The Osmose Implementation Apps Associates Company Profile Copyright Apps Associates LLC. 3

4 OBIA/PSFT Overview Copyright Apps Associates LLC. 4

5 OBIA for JDE Oracle BI Apps provides ETL mappings for: PeopleSoft 8.9 and above Financials Procure and Spend HR Projects Copyright Apps Associates LLC. 5

6 How to Customize OBIA Custom Extract (E) OBIA E, T, L EBS Most Modules Source Specific Custom: Extract Transformation Load JDE FIN and SCOM PO Universal Staging AS400 Excel Warehouse Tables Universal Adaptors Predefined File Format Copyright Apps Associates LLC. 6

7 Business Useful Balance Sheet Out of the Box Format Customized Format Copyright Apps Associates LLC. 7

8 Customization: Metric Definition Sources EBS PSFT Organization Time Product AR Fact Account Customers Plant Profitability= Revenue- mtl Cost Status Trans type Custom Logic Profitability=Revenue-mtl cost-marketing cost-training cost Copyright Apps Associates LLC. 8

9 Customization: Custom Columns Sources EBS PSFT Organization Time Product AR Fact Account Customers Plant Custom Columns added to AR invoice tables Status Trans type Customized ETL to load the extra columns Copyright Apps Associates LLC. 9

10 Challenges with OBIA Implementation Users busy with routine work and no bandwidth for OBI OBI given very low priority High data volume Users with limited/little exposure to warehousing IT team with limited exposure to BI No existing reports to validate BI against No enterprise reporting standard Decision makers not involved with the BI Projects Copyright Apps Associates LLC. 10

11 OBI Implementation Planning Steering committee User schedules Extra help for project team members Production downtime for cutoff Business process changes Period closing New functionalities Hierarchies Copyright Apps Associates LLC. 11

12 OBI Implementation Planning Standardizing enterprise reporting AWS or other hosting services Security What should be delivered Project Approach Copyright Apps Associates LLC. 12

13 OBI for Osmose Copyright Apps Associates LLC. 13

14 Client Company Profile Provides products/services in Wood Preservation and Utility & Railroad Services Asset Management Owns subsidiaries in over 20 countries Has IT information stored on over 7 separate network systems Copyright Apps Associates LLC. 14

15 Business Drivers for OBI Data stored on separate network systems/platforms No easy access to information No visibility to supporting details of the reports Key resources investing a lot of time preparing financial reports Manual process to consolidate reports from different entities Monthly period closing taking a long time Each department with its own reporting format ( PnL formats) LOB not part of GL Code String, Reporting by company, by depart, by LOB Different chart of accounts used Definitions of Income Statements changing over time Difficulties to maintain reports when business requirements change Copyright Apps Associates LLC. 15

16 PeopleSoft/SQL Server (US and CAN) Used by US HQ and Canada Stores GL, AP, AR, HR, SC Used Wall Street Journal for currency services IFS/Oracle (UK and 11 other countries) Used by UK and 11 other countries Stores GL, AP, AR Used Financial World for currency services AS400 (Mainframe) (US entity) Used by one of the companies in the US US operations only Others (AUS/NZ/Chile/Brazil ) The Source Systems Copyright Apps Associates LLC. 16

17 Reporting Without BI PeopleSoft US1/CA Excel AS/400 US2 Hard copy US3 Excel Chile Brazil Excel Excel Enterprise Reporting Excel Excel AUS NZ Excel IFS Europe Asia Africa Falcon Europe1 Europe 2 Copyright Apps Associates LLC. 17

18 The Implementation Copyright Apps Associates LLC. 18

19 Direct Connection Direct Connection Reporting With BI PeopleSoft US1/CA AS/400 US2 Interface Warehouse AUS history NZ history PSFT live data IFS Live data AS/400 interfaced Rest Excel IFS Europe Asia Africa Europe1 Europe 2 AUS US3 Excel Chile Excel Brazil Excel NZ Copyright Apps Associates LLC. 19

20 Copyright Apps Associates LLC. 20 What is Achieved Unified Reporting Platform Data from all sources stored in a central location No data left on spreadsheets Unified reporting platform History and current Relational and file based Permanent and temporary Input to BI controlled by IT Reporting logic transparent Easy Access to Information/Supporting Details Easy access to intelligence information of the entire company Easy access to supporting details with drilldowns: from PnL to account details From account to journals From journals to AR/AP Review reports on iphone/ipad while watching football games Issue resolution easier

21 Copyright Apps Associates LLC. 21 What is Achieved Period Process Changes Created a separate Business Unit to capture all intercompany entries Adopted a currency conversion service for all the entities worldwide Made period closing process more interactive and efficient Automated various high-level Management Reports, Consolidated Balance Sheet and Consolidated Income Statement Standardized reporting formats A Design for Change New departments added over time because of acquisitions New account group definitions added Income statement layout changes over time Different reporting structures Balance sheet is company based Income statement is company/department based Reporting by LOB also needed

22 Apps Associates Profile Copyright Apps Associates LLC. 22

23 Global provider of business & technology consulting services Founded in 2002 Consistent Growth 600 employees US, Europe, India, Oman 75 resources dedicated to BI Performance. Growth. Excellence. Recognized as one of the fastest growing private US companies by Inc 500/5000 (four consecutive years) Copyright Apps Associates LLC. 23

24 Performance. Growth. Excellence. Strategic Partnerships & Certifications Oracle Platinum Partner & BI Pillar Partner Oracle Specializations (BI, BI Foundation, EBS, SOA & Database) Amazon Web Services Advanced Consulting Certified CMMI Level 3 Certification (March, 2013) Flexible & Cost Effective Global Delivery Model Copyright Apps Associates LLC. 24

25 Key BI Customers 7+ Years Oracle BI Experience Oracle BI Pillar Partner Member Oracle BI Leadership Board Selected for Oracle BI Product Development Program Copyright Apps Associates LLC. 25

26 Connect with Us Web: YouTube: LinkedIn: Facebook: Copyright Apps Associates LLC. 26

27 Thank You!