<Insert Picture Here> Oracle Business Process Modeling and Analysis S281458

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2 <Insert Picture Here> Oracle Business Process Modeling and Analysis S Pat Krebs r, Business Process Engineering Olaf Geyer Senior Consultant, IDS Scheer

3 Agenda What is the Challenge? Oracle s Approach to Business Process Modeling and Analysis (BPA) Approach, Methodology, Standards, Notation and Tools Business Process Influence on Fusion Application Development The Tool The Partner The Content High-level Review of Some of the Current 22 Fusion Business Processes <Insert Picture Here>

4 Our Understanding of Business Process ment Business Process ment (BPM) includes a set of activities that organizations perform to either optimize their business processes or adapt them to new organizational needs. Important elements include business process modeling and analysis (BPA), orchestration (BPEL), and business activity monitoring (BAM). This session focuses on the BPA element and outlines Oracle's approach, methodology, and business process models, along with suggested uses for those models.

5 What is the Challenge? Coordinating business processes is not simple or linear as might be portrayed in the world of traditional task management. Business is constantly changing, messy, unordered and chaotic; work activities and tasks have to be processed in parallel. Coordination requires the spawning and asynchronous execution of nested tasks and parallel activities And it is not just tasks that occur in parallel, but decisionmaking, distributed computation and the movement of information within the company and across the value chain.

6 S2S Disconnected

7 S2S Connected

8 S2S Expanded

9 O2C

10 Characteristics of Processes Large and complex Dynamic Widely distributed and customized Cross boundaries within and between businesses Long running Automated Both business and technical in nature Dependent on and supportive of intelligence and judgment of humans Difficult to recognize

11 What is the Answer? The best way to understand how your business is running - is to understand your processes. The first step in doing that is to model your business processes. Oracle will enable you to model and understand your business processes - including pre-built content.

12 Oracle s Approach to Business Process Modeling & Analysis (BPA) <Insert Picture Here>

13 Background Executive Directive Business Process Modeling to be the foundation for Fusion development processes throughout the APM lifecycle Why? Customers demand it Competition delivers it Can t assess Product Line capabilities without it Can t build process-centric applications without it Makes upgrades to Fusion easier

14 Business Process Model Value Proposition: Internal Value (Application Development) 1. Promote Business Process Centric Design vs. Product Centric Design Articulate and ensure we have seamless business process support across multiple products and product lines Used by strategy to communicate BRD application requirements from a business process perspective Used by strategy to analyze, define and communicate BI requirements from a business process perspective Used by strategy and development to analyze and define industry functionality variations from a business process perspective

15 Business Process Model Value Proposition: Internal Value (Application Development) 2. Provide High Level Business Process Context and Understanding Provide development with a high-level abstraction for understanding where what they are building fits in to the overall business process picture Used by developers to understand the business context for the tasks they are developing application functionality for Used by developers to analyze SOA opportunities Used by developers to analyze and design BPEL opportunities Used by developers to analyze, design and define application security objects Used by UX to create page flow designs Used by system testers to create and test task flows, particularly those task flows that cross product and product line boundaries

16 Business Process Model Value Proposition: Internal Value (Application Development) 3. Provide Framework for all Associated Business Process Centric Deliverables Ensure that all business process-related deliverables are organized and presented in the same consistent way Used by Business Flow Accelerators teams to scope and organize corresponding implementation accelerator tools and guidance Used by Tutor developers to scope and organize corresponding end-user procedures Used by Documentation teams to organize and present process related application content Used by Training teams to organize and present process related application content

17 Business Process Model Value Proposition: External Value (Field Readiness) 1. Provide customers with a High-Level Abstraction of Business Processes across Products Provide application task flow intelligence for implementation fit/gap analysis and project management by customers and implementers Demonstrate to customers prior to Fusion v1 the analysis and design effort being put into Fusion development

18 Business Process Model Value Proposition: External Value (Field Readiness) 2. Provide sales collateral that shows we understand the business process Provide abstract business process material for marketing and sales content Provide business process content for sales demos

19 Modeling Approach, Methodology, Standards Role-based swimlane workflow modeling 4 levels of decomposition Top 3 levels are conceptual SOA services appear on 3 rd level 4 th level is application specific Tasks on lowest level should represent application page or service Process integration points appear on lowest level Standard model template and notation established

20 Business Process Influence on Fusion Application Development <Insert Picture Here>

21 What are We Doing for Fusion? Process-Driven Development Business process models must be created and analyzed for each application development project Multiple sets of current state models analyzed and rationalized, and a Fusion model converging all functionality created Oracle BPA Suite

22 What are We Doing for Fusion? Standards Based BPMN, BPEL compliant Established business process modeling approach, methodology, standards, notation, and procedures Central team provides training, guidance, coaching, and support to development teams; control and oversight of completed models Central maintenance of conceptual business process layers; detailed application blueprints depict how the applications flow within the conceptual business process context Central maintenance of role definitions used for all rolebased initiatives Corporate business process library Models planned for release to customers

23 BPM and APM Lifecycle Oracle Strategy Release Planning Requirements Design Construct Integration & Test Launch Maintenance Functional & Market Assessment Product Scope Requirements Analysis Application Design Application Development System Test Field Readiness Application Maintenance BPM Level 0 2 BPM Level 0 2 BPM Level 3 BPM Level 3 4 BPM Level 3-4 BPM Level 3 4 BPM All Levels BPM Level 3-4 Analysis and Communication Analysis and Communication BRD Page Flow Usability Test Fnctl Design Tech Design Code Unit Tests Documentation System Test Upgrade Test Migration Test Integration Test Demo Training Documentation Reference Models Bug Enhancement Customers & Partners Application Implementation User Training Application ment BPM All Levels BPM All Levels BPM All Levels Fit-gap Analysis Process Simulation Configuration Extensions/Customizations Work Procedures Training Material Operations Monitoring Configuration/Change

24 The Tool <Insert Picture Here>

25 Presenting Our New Tool! August 2 nd, 2006, Oracle announces new relationship with IDS Scheer! "Together, Oracle and IDS Scheer are delivering the industry's only open, standards-based BPM offering that meets the unique needs of business analysts and developers." - Amlan Debnath, VP Server Technologies, Oracle

26 Oracle Business Process Analysis Suite OEM Agreement ARIS Process Design Platform, IDS Scheer Oracle Business Process Analysis Suite as part of Oracle Fusion Middleware: To provide modeling, simulation and publishing of business process models To support process execution, monitoring and optimization through Oracle BPEL Process r and Oracle Business Activity Monitoring

27 Oracle Business Process Analysis Suite A Comprehensive Platform for Business Process ment According to a recent survey in The Economist, CEOs and CIOs from over 1,000 companies worldwide agree that innovation in business processes is a greater source of competitive advantage than innovation in particular products or services. Oracle Business Process Analysis (BPA) Suite speeds process innovation by rapidly modeling business processes and converting them into IT executables. Oracle BPA Suite, based on the market leading IDS Scheer ARIS Design Platform, delivers a comprehensive set of integrated products that allows business users to design, model, simulate, and optimize business processes to achieve maximum operational efficiency. Now you can narrow your company's "strategy to execution" gap with Oracle BPA Suite.

28 Oracle Business Process Analysis Suite COMPONENTS Business Process Architect Standards-based tool for process modeling. Uses various standards-based notations and templates such as BPMN, EPC, etc. Business Process Repository Server component for sharing the process repository across multiple users in a collaborative environment Business Process Simulator Tool for simulating the process models based on a set of discrete events to do "what if" analysis Business Process Publisher Publishes process models to a large audience outside of the core team designing the process models

29 Newly Rebranded Oracle BPA Suite Tool

30 BPA Tool Strategy: Planned Phased Internal User Uptake Phase 1 Communication, reference; loosely integrate into APM Fusion functional assessment (Visio, Excel) Create conceptual task flows at BRD (Visio) Create conceptual role definitions; leveraged by UX, app security, RBAK, BI (Visio, Excel) Create detailed task flows at FDD; leveraged by UX, app development, integration test, implementation consultants (BPA tool) Deliver standardized reference models for customers (potential 22,500 customers); leverage by Sales, Marketing, Training, Tutor (BPA tool) Phase 2 Build, integrate with JDeveloper logical design layer; tightly integrate into APM Quicker requirements communication to developers Launch prescribed design template Leverage logical designs as process taxonomy for lifecycle management Leverage logical designs for contextual help and Tutor procedures Use directly for sales demos Phase 3 Integrate with BPEL r Communicate business requirements for BPEL implementation Synchronize conceptual and logical BPEL design to ensure business requirement correctly implemented

31 BPA Tool Strategy: Phased External User Uptake Phase 1 Communication, reference; loosely integrate into process lifecycle management Implementation fit/gap analysis Implementation project management Process engineering/re-engineering analysis Corporate compliance management analysis End-user training Phase 2 Tightly integrate into process lifecycle management Adaptable automated business process configuration and change management Integrated with applications to configure implementation, rules, launch pages Integrated with ISR to manage integration points Integrated with Tutor to manage customer-specific end-user policies and procedures Phase 3 Integrate with BPEL r Communicate business requirements for BPEL implementation Synchronize conceptual and logical BPEL design to ensure business requirement correctly implemented

32 BPA Tool Strategy: Planned Integration with Internal Tools JDeveloper BPEL r Applications Launch application pages Configure applications Contextual help Tutor Sales Demo tool Integration Services Repository

33 The Partner <Insert Picture Here>

34 Why IDS Scheer and ARIS? Market Leader Established Vendor/Company Relationships with Multiple ISVs We can Benefit from SAP s Lessons Learned Highest Level of Technical Compatibility with Oracle Development Tools Object Extensibility and Attribute Definition

35 The Content <Insert Picture Here>

36 BPM Architecture 4 Levels Conceptual Model Level 0 Industry Level 1 Business Process Model (Depicts Detailed Business Process flow) Level 2 Detailed Business Process Model (Depicts activity flow) ~30 Models Product Agnostic 22 Models ~200 Models This is the level where we manage users Level 3 Activity Model (Depicts application task flow) ~1000 Models Tasks are shown on activity models. They are not a model level. There are ~5-6K tasks on the various activity models.

37 Another View of the Levels L0 Industry Conceptual representation of processes in an entire enterprise Abstract very high-level summary of all end-to-end processes L1 Business Process Conceptual representation of major end-to-end business process L2 Detailed Business Process Breakdown and conceptual representation of logical part of an end-to-end business process Abstract high-level logical summary of one end-to-end process; no implementation details Still abstract; no implementation details; however conceptual analytic and implementation requirements can be prescribed L3 Activity Breakdown of one activity from the detailed business process. Depicts a group of related tasks that are required to perform the activity. Detailed; application-specific task flows are shown; detailed analytics and integration points are represented SOA and BPEL details can be added

38 What are We Doing for Fusion?

39 Business Process Models and Corresponding Metadata L0-Industry PK Name Business Process Description Hierarchy Index Number Priority Level L1-Business Process Detailed Business Process PK Name Description Hierarchy Index Number Priority Level L2-Detailed Business Process Activity PK Name Description Hierarchy Index Number Priority Level Industry Exception Global Exception Approval Status Task L3-Activity PK Name Role PK Name Description Hierarchy Description Event Index Number Analytic Priority Task Level PK Name Internal Industry Notification Control Point Industry Global Description Exception PK Name Global Exception KPI Description Application UI Object PK Name Application Integration Object Product Description

40 Oracle BPM Body of Knowledge ~30 Industries Business Processes each ~200 Detailed Business Processes ~1000 Activities Thousands of Tasks (referenced to application UI pages and services ~300 Roles

41 Cross-Industry Processes 1. Enterprise Planning and Performance ment 2. Marketing 3. Sales 4. Order Fulfillment 5. Customer Service 6. Field Service and Depot Repair 7. Supply Chain Planning 8. Product ment 9. Production 10. Procurement 11. Materials ment and Logistics 12. Transportation ment 13. Project and Grant ment 14. Financial Control and Reporting 15. Cash and Treasury ment 16. Asset Lifecycle ment 17. IT ment 18. Enterprise Information ment 19. Recruiting 20. Workforce Deployment 21. Workforce Development 22. Compensation ment

42 Cross-Industry Processes Supported by Financials Applications Business Process (Level 1) Detailed Business Process (Level 2) Order Fulfillment Invoice Customers Order Fulfillment Receive and Pay Invoice (Customer Self-Svc) Order Fulfillment Process Customer Payments Order Fulfillment Credit Order Fulfillment Collections Order Fulfillment Accounts Receivable Balances Procurement Invoices Procurement Payments Procurement Accounts Payable Balances Financial Control and Reporting Transaction Taxes Financial Control and Reporting Capture Transactions Financial Control and Reporting Close Accounting Period Financial Control and Reporting Financial Reporting and Analysis

43 Cross-Industry Processes Supported by Financials Applications Business Process (Level 1) Detailed Business Process (Level 2) Cash and Treasury ment Bank Relationships Cash and Treasury ment Liquidity Cash and Treasury ment Funds Transfers Cash and Treasury ment Investment and Debt Cash and Treasury ment Risk Cash and Treasury ment Electronic Finance Cash and Treasury ment Bank Statements Cash and Treasury ment Analyze Cash ment

44 Cross-Industry Processes Supported by Financials Applications Business Process (Level 1) Detailed Business Process (Level 2) Asset Lifecycle ment Plan Capital Assets Asset Lifecycle ment Acquire Assets Asset Lifecycle ment Prepare and Deploy Assets Asset Lifecycle ment Utilize Assets Asset Lifecycle ment Property and Real Estate Asset Lifecycle ment Maintain Assets Asset Lifecycle ment Retire Assets Asset Lifecycle ment Analyze Asset Lifecycle ment Workforce Deployment Expenses

45 Operations VP Operations Customer Sales Contract r Service Contract r Deductions r Order r Demand Release r Billing Specialist Accounts Receivable Specialist Credit r Collections r Analyze Order Fulfillment Sales Sales Agreements (intent to purchase) Monitor Contract Compliance Open Sales Agreements Service Contracts Contract Billing Open Service Contracts Contract Releases Amend Sales Agreement Renew Sales Agreement Terminate Sales Agreement Contract Revenue Amend Service Contract Renew Service Contract Terminate Service Contract Process Claims for Promotions Process Claim for Payment Authorize Payments and Create Claims Record Promotion Liability Entries BUSINESS PROCESS PRODUCT FAMILY CREATED BY FILENAME Order Fulfillment Fusion Business Process Engineering Drawing2 DETAILED BUSINESS PROCESS PRODUCT LINE/RELEASE BPE APPROVAL PAGE NAME Pat Krebs Page-1 ACTIVITY PRODUCTS PRODUCT LINE APPROVAL REVISED 10/26/2006 Oracle Proprietary and Confidential Copyright 2006, Oracle. All rights reserved. Sales/ Capture Sales Order (Release Order Against Sales Agreement) Sales/ Create Sales Agreements Financial Control and Reporting/ Capture Transactions Sales/ Create Quotes Financial Control and Reporting/ Capture Transactions Sales Orders Change Order (Self-Service) Process Sales Orders Procure-to-Order Configure-to-Order, Assemble-to-Order Engineer-to-Order Field Service Service Activation Inventory-to-Order Demand Order Open Sales Orders Inquire About Order (Self-Service) Procurement/ Purchase Orders Production/ Configure-to-Order, Assemble-to-Order Production/ Engineer-to-Order Field Service/ Create Field Service Activity Service Provisioning/ Activate Services (place holder) Materials ment and Logistics/ Outbound Logistics Demand Release ment Forecast Scheduled Demand Demand Schedule Requirements Release Demand Orders Receive Product Track Cumulative Demand Releases Request Customer Service Return Product Inquire about Account Accept Product Monitor, Analyze and Adjust Demand Forecast Invoice Customers Extract, Transform, Load (ETL) Billing Information Receive and Validate Billing Information Make Billing Adjustments Create Invoice Generate Order Fulfillment Intelligence Receive and Pay Invoice (Customer Self-Service) Receive Invoice Present Bill Customer Service Analyze Order Fulfillment Performance Record Billing Accounting Entries Financial Control and Reporting/ Capture Transactions Pay Invoice Process Customer Payments Receive Payments Record Payments Handle Cash Process Cash and Checks Process Direct Debits Process Drafts Process Credit Card Payments Deductions Process Bank Deposits Apply Customer Payments Clear Accounts Receivable Transactions Record Accounts Receivable Entries Treasury and Cash ment/ Bank Statements/ Reconcile Bank Statements Financial Control and Reporting/ Capture Transactions Credit Accounts Receivable Balances Customer Inquiries Monitor Accounts Receivable Balances Sales/Capture Sales Order Inquire About Account Credit Policies Credit Actions Process Debit Memos and Credit Memos Collections Setup Collections Process Customer Correspondence Returns Return Product Create Return Material Authorization Collections Policies Execute Collections Assignments Process Adjustments and Write-Offs Returns (Self-Service) Return Items Adjust Unused Service Contract Research Collections Issues Process Refunds Process Collections Payments Process Collections Adjustments Process Collections Promises Process Collections Disputes Process Later Stage Delinquencies Collections Escalations Update Customer Information Materials ment and Logistics/ Inbound Logistics Order Fulfillment/ Service Contracts Document Customer Interactions Cross-Industry Processes Supported by Financials Applications Oracle Fusion Order Fulfillment Order Fulfillment

46 Procurement VP Procurement r Procurement Requestor Procurement (Requisition) Procurement (Purchase Order) Buyer Supplier Receiving and Inspection r Accounts Source Suppliers Determine Sourcing Requirements RFx and Auctions Evaluate and Negotiate Bids BUSINESS PROCESS PRODUCT FAMILY CREATED BY Procurement Fusion Business Process Engineering DETAILED BUSINESS PROCESS PRODUCT LINE/RELEASE BPE APPROVAL Pat Krebs ACTIVITY PRODUCTS PRODUCT LINE APPROVAL Oracle Proprietary and Confidential Copyright 2005, Oracle. All rights reserved. Award to Supplier With Supplier Contract FILENAME DRAFT_Fusion_0010_Procurement_ PK.vsd PAGE NAME Page-1 REVISED 10/26/2006 No Supplier Contract Supplier and Item Information Maintain Supplier Information Supplier Contracts Create Supplier Contract Supplier Contract Standards Maintain Purchasing Items Negotiate Supplier Contract Supplier Catalogs Approve Supplier Contract Maintain Service Provider Information Execute Supplier Contract Setup Supplier Access Requisitions Recruiting Project ment Asset ment Amend Supplier Contract Contract Deliverables Request for Contingent Labor Request for Contingent Labor Asset Request Create Requisition Open Requisitions Approve Requisition Pre-Sourced Services Unsourced Services Source Service Suppliers Determine Solicit and Service Assess Bids Sourcing for Services Requirements Select Supplier and Service Provider Service Work Orders Create Work Order Purchase Orders Production Materials ment and Logistics Approve Work Order Run MRP and Time Series Kanban Replenishment Inventory Replenishment Transfer Materials Between BUs Create Purchase Order Enable Service Provider Approve Purchase Order Open Purchase Orders Drop Ship (ship direct to customer) Open Work Orders Dispatch Purchase Order Fulfill Purchase Order Receive and Inspect Items Receive Items Track and Delivery of Services Service Performance Fulfill Work Order Services Record Purchasing Accounting Entries Inspect Items Submit Progress, Time and Expenses Financial Control and Reporting/Capture Transactions Return Items Submit Invoice Approve Progress, Time and Expenses Procurement Cards Issue Procurement Cards Project ment Capture Project Transactions Invoices Receive Invoice Create Self- Generated Invoice Purchase with Procurement Card Match Invoice Analyze Procurement Approve Invoice Payments Process Supplier Payments Prepayments Generate Procurement Intelligence Analyze Procurement Performance Process Supplier Credit Memos Process Supplier Rebate Claims Record Accounts Payable Accounting Entries Evaluate Supplier Performance Clear Accounts Payable Transactions Cash ment/ Bank Statements/ Reconcile Bank Statements Analyze Spend Accounts Payable Balances Analyze Accounts Payable Balances Accounts Payable Disputes Cross-Industry Processes Supported by Financials Applications Oracle Fusion Procurement Approval Authority Services r Unsourced Goods Pre-Sourced Goods Services Provider/ Services Supplier Approval Authority Payable r Procurement

47 BUSINESS PROCESS Financial Control and Reporting DETAILED BUSINESS PROCESS ACTIVITY PRODUCT FAMILY Fusion PRODUCT LINE/RELEASE PRODUCTS CREATED BY Business Process Engineering BPE APPROVAL Pat Krebs PRODUCT LINE APPROVAL Oracle Proprietary and Confidential Copyright 2006, Oracle. All rights reserved. FILENAME DRAFT_Fusion_0014_Financial_Con trol_and_reporting_082406pk.vsd PAGE NAME Page-1 REVISED 10/26/2006 Cross-Industry Processes Supported by Financials Applications Oracle Fusion Financial Control and Reporting Budgets Budget r Monitor Budgets Budget Preparer Enter Budgets Transaction Taxes Tax r Maintain Transaction Tax Configuration Tax Accountant Calculate Transaction Taxes Prepare Transaction Tax Reports Financial Reporting and Analysis Prepare Corporate Tax Reports Capture Transactions Close Accounting Period General Accounting r Maintain Enterprise Reporting Structures Subledgers Ledgers Close Ledgers General Ledger Accountant Record and Edit Standard Journal Entries Record Allocations and Periodic Entries Post Journal Entries and Update Ledger Balances Revalue Account Balances Translate Multiple Currency Balances Reconcile Accounts Consolidate Financial Information Intercompany Accountant Intercompany Transactions Financial Analyst Analyze Financial Performance Prepare Financial Reports Reporting Analyst Prepare ment Reports Financial Control and Reporting

48 Analyze Cash ment Bank Relationships Future Capability Liquidity Risk Funds Transfers Electronic Finance Procurement/ Process Supplier Payments Workforce Deployment/ Payroll Payment Distribution Investment and Debt Electronic Finance Processes, Rules and Security Financial Control and Reporting/ Capture Transactions Order Fulfillment/ Process Customer Payments Financial Control and Reporting/ Capture Transactions Financial Control and Reporting/ Capture Transactions Process Bank Transactions Bank Statements BUSINESS PROCESS Cash and Treasury ment DETAILED BUSINESS PROCESS ACTIVITY Order Fulfillment/ Process Customer Payments/ Clear Accounts Receivable Transactions Procurement/ Payments/ Clear Accounts Payable Transactions Workforce Deployment/ Payroll/ Clear Payroll Transactions PRODUCT FAMILY CREATED BY Fusion Business Process Engineering PRODUCT LINE/RELEASE BPE APPROVAL Pat Krebs PRODUCTS PRODUCT LINE APPROVAL Oracle Proprietary and Confidential Copyright 2006, Oracle. All rights reserved. Financial Control and Reporting/ Capture Transactions FILENAME DRAFT_Fusion_0015_Cash_and_Tr easury_ment_091906pk.vsd PAGE NAME Page-1 REVISED 10/26/2006 Cross-Industry Processes Supported by Financials Applications Oracle Fusion Cash and Treasury ment Treasurer Analyze Cash ment Performance Generate Cash ment Intelligence Banks Company Bank and Branches Accounts Define Cash Forecast Templates Cash Forecasts Set Up Funds Transfers Define Cash Position Templates Cash Positions Funds Transfer Transactions Clear Funds Transfer Transactions Record Funds Transfer Accounting Entries Cash Pools Bi- Lateral Netting Cash r In- House Banking Process Payments and Electronic Messages Process and Aggregate Payment Requests Inbound and Outbound Communications Risk r Determine Risk Exposures Financial Risk Record Hedge Accounting Entries Administer Investment and Debt Deal r Capture Investment and Debt Deals Record Investment and Debt Accounting Entries Treasury Accountant Reconcile Bank Statements Record Bank Statement Accounting Entries Set Up Bank Statement Processing and Reconciliation Obtain Bank Statements Maintain Bank Statements Report Bank Account Balances Bank/Financial Institution Cash ment

49 Enterprise Asset VP Asset r Enterprise rs IT r Real Estate r Property r Lease Administrator Maintenance r Maintenance Scheduler Analyze Asset Lifecycle ment Plan Capital Assets Forecast Asset Requirements Assess Risks Evaluate Buy/ Build/Lease Alternatives Establish Capital Plan Establish Asset Budget Acquire Assets Initiate Asset Acquisition Request Approve Asset Acquisition Request Determine Method of Asset Acquisition Initiate Asset Acquisition Receive and Accept Asset Furniture, Fixtures and Equipment Buy Create Purchase Requisition Receive Item from Vendor Lease Initiate Lease Contract Receive Leased Item from Vendor Construct Initiate Construction Project Completed Construction Project Upgrade (Buy) Create Purchase Requisition Receive Item from Vendor Upgrade (Construct) Initiate Construction Project Completed Construction Project Donated Initiate Transfer Ownership Document Receive Item from Donor Acquire from Merger/Acquisition Initiate Transfer Ownership Document Receive Item from Former Owner Land, Buildings and Improvements Buy Initiate Real Estate Purchase Contract Executed Real Estate Purchase Contract Lease Initiate Real Estate Lease Contract Executed Real Estate Lease Contract Acquire from Merger/Acquisition Initiate Transfer Ownership Contract Asset Transfer Record Asset Acquisition Prepare and Deploy Assets Setup and Test and Configure Accept Asset Asset Insure Asset Certify Asset Determine Maintenance Requirements Assign Asset to Custodian Accept Asset Custody and Deploy Utilize Assets Track Asset Assignment and Location Capitalize Assets Maintain Asset Descriptive Attributes IT Assets Perform Asset Physical Inventory Maintain Asset Financial and Reporting Attributes Generate Asset Lifecycle ment Intelligence Utilize Assets Depreciate Assets Analyze Asset Lifecycle ment Performance Impair Assets Revalue Assets Property and Real Estate Select Real Estate Sites Facilities and Property Report and Reconcile Asset Activities Space Leases Bill Tenants Pay Landlords Order Fulfillment/ Invoice Customers Procurement/ Payments Maintain Assets Forecast Maintenance Requirements Establish Maintenance Budget Establish Service Level Agreements Establish Condition Based Maintenance Requirements Contract Maintenance Asset Warranties Establish Preventive Maintenance Schedule Request Non- Scheduled Maintenance Schedule Maintenance and Repair Resource Pools and Schedules Maintenance Work Orders Maintenance Records Complete Required Maintenance Retire Assets Initiate Asset Retirement Dispose of Assets Waste Scrap Refurbish Sell Auction Donate Furniture, Fixtures and Equipment Remove to Waste Putaway to Scrap Storage Refurbish In-House or Send Out Initiate Sales Contract Initiate Transfer Ownership Document Initiate Transfer Ownership Document Execute Sales Contract and Deliver Item to New Owner Deliver Item to New Owner Deliver Item to New Owner Land, Buildings and Improvements Sell Initiate Real Estate Sales Contract Executed Real Estate Sales Contract Terminate Lease Initiate Real Estate Lease Contract Terminated Real Estate Lease Contract Termination Demolish Initiate Demolition Project Completed Demolition Project Record Asset Retirement Record Asset Reinstatements Cross-Industry Processes Supported by Financials Applications Oracle Fusion Asset Lifecycle ment Asset Custodian Asset Accountant Asset Lifecycle ment

50 Human Resources VP Human Resource Analyst Human Resource r Human Resource Specialist Document Control r HR IT r Labor Relations r Line r Employee Time and Labor r Time and Labor Administrator Expense Auditor Expense r Payroll r Payroll Administrator Environment, Health and Safety Administrator Employee Help Desk r Employee Help Desk Agent Analyze Workforce Deployment Plan Workforce Deployment Define Workforce Deployment Goals and Measurements Establish Workforce Policies Organizational Structure Positions Plan Headcount Deploy Workforce Employee Relations Affirmative Action and Grievances Diversity Programs Global Employees Global Global Employee Travel Assignments and Education Allowances Workforce Records Maintain Maintain Employee Employee Job Personal Information Information Records Retention Program Create ment Reports Labor Relations Labor Agreements Personnel Actions Employee Employee Job Status Change Change Time and Labor Create Time Schedules and Forecasts Report Time Environment, Health and Safety Define Environment, Health and Safety Requirements Workforce Layoffs Environment, Health and Safety Policies and Procedures Provide Employee Help Desk Support Help Desk Organization Capture Issue Diagnose Issue Disciplinary Actions Provide Global Employee Support Maintain Compensation Information Workforce Recalls Employee Organization Change Request Overtime Maintain Emergency Information Safety Training and Education Health Programs Environment, Health and Safety Incidents Create Environment, Health and Safety Reports Resolve Issue Maintain Employee Work Schedules Salary Change Approve Time Worker's Compensation Measure Help Desk Performance Maintain Citizenship Information Terminations Review and Resolve Time Entry Exceptions Import Time from External Systems Employee Certifications Create Time Reports Payroll Maintain Company Payroll Information Maintain Employee Payroll Information Track Seniority, Tenure, Probation Distribute Time Information Prepare Payroll Run Track Faculty Events and Tenure (US) Calculate Payroll Encumbrance Calculate and Validate Payroll - Standard Calculate and Validate Payroll - Offcycle Calculate and Validate Payroll - Retroactive Maintain Employee Directories Record Payroll Encumbrance Generate Workforce Deployment Intelligence Employment Contracts GL, Grants Reconcile and Distribute Payroll Information Import Payroll from External System Evaluate Workforce Deployment Performance Non- Employee Information Record Payroll Accounting Entries Payroll Payment Distribution Statutory Periodic Reporting Maintain and Report Regulatory Information GL, Projects, Grants Effort Reporting Compliance Clear Payroll Transactions Leaves and Absences Track Leaves and Absences Third- Party Vendors Send Employee Data to External Payroll System Request Leaves and Absences Treasury and Cash ment/ Bank Statements/ Reconcile Bank Statements Approve Leaves and Absences Process Leaves, Absences and Accruals Payroll - Global Extensions Payroll - Global Extensions May also integrate with Time and Labor Provide Leave and Absence Information to Payroll Analyze Absence Information for Trends and Patterns Expenses Maintain Expense Policies and Rules Maintain Employee Profile Request Travel Authorization Request Cash Advance Approve Travel Authorization or Cash Advance Enter Expense Report Approve Expense Report Audit Expense Report Process Expense Reimbursements Analyze Expenses Cross-Industry Processes Supported by Financials Applications Oracle Fusion Workforce Deployment Workforce Deployment

51 <Insert Picture Here> DRAFT Communications Business Process Models and BPEL Transform -- Using Oracle BPA Suite

52 Business Process Models and Corresponding Metadata Hierarchy and Transformation Overview Business Process L0-Industry PK Name Description Hierarchy Index Number Priority Level L1-Business Process Detailed Business Process PK Name Description Hierarchy Index Number Priority Level BPEL Transform Import to JDeveloper L2-Detailed Business Process Activity PK Name Description Hierarchy Index Number Priority Level Industry Exception Global Exception Approval Status Task L3-Activity PK Name Role PK Name Description Hierarchy Description Event Index Number Analytic Priority Task Level PK Name Internal Industry Notification Control Point Industry Global Description Exception PK Name Global Exception KPI Description Application UI Object PK Name Application Integration Object Product Description

53 Business Process Models and Corresponding Metadata L0 Industry : Communications Enterprise ment Enterprise Planning and Performance ment PK Business Process Identifier (EPC (row display)) Analytics and Marketing Financial Control and Reporting Procurement Sales Network Lifecycle ment Business and Financial ment Human Capital ment Recruiting Cash ment Materials ment and Logistics Workforce Deployment Operations Services Ordering and Fulfillment Product ment Operations Support Project and Grant ment IT ment Workforce Development Billing and Collections Dealer ment Asset Lifecycle ment Enterprise Information ment Compensation ment Customer Service Name Description Author Owner Date Last Changed Model Status Priority Level Business Hierarchy Level Hierarchy Index Number Approval Status APM Version Release Industry Variant Global Variant

54 Business Process Models and Corresponding Metadata L1 Business Process : Services Ordering and Fulfillment Customer EX Request Service Utilize Service Receive and Pay Invoice Detailed Business Process (EPC (row display)) Customer Service Representative Service Provider EX Billing r EX Accounts Receivable r Credit and Collections r Orders Provide Service PK Identifier Name Description Author Owner Date Last Changed Model Status Priority Level Business Hierarchy Level Invoice Customer Process Hierarchy Index Customer Number Payments Approval Status APM Version Release Industry Variant Global Variant Accounts Receivable Balances Credit and Collections

55 Business Process Models and Corresponding Metadata L2 Detailed Business Process : Orders Activity (EPC (row display)) Capture Order PK Process Order Identifier Customer Service Representat ive Change Order Name Description Author Owner Date Last Changed Model Status Priority Level Business Hierarchy Level Hierarchy Index Number Approval Status APM Version Release Industry Variant Global Variant Internal Control Point

56 Request New Business Process Models and Corresponding Metadata L3 Activity (also referred to as Task Flow) : Capture Order Service Self-Service Capture Order Page Flow Business Rule Key performance indicator instance Class Customer EX New Customer Create New Customer account (SS) OR Self- Service Order... Page Create New Order Select Products Select Service Task Configuration Flow OR OR Price Order Check Credit (SS) (SS) Bundles (SS) Event Reserve Physical and Logical Assets Submit Order (SS) CRM System Assisted Order Capture Notificat ion Existing Customer Use Existing Customer Account (SS) AND ERP SYstem Provide Availability to Promise Reserve Physical Assets Provisioning System Provide Service Availability Reserve Logical Assets Billing System Provide Account Status Capture Order Page Flow Customer Service Representative CRM System 3rd-Party Order Caprure System Role Existing Customer Page Custome Create New CRM Task Configuration Flow OR r Acount PK Name Application System Customer Account Event Does... New Seach for Select Service OR ORApplication Create New Order Integration Select Products Point Price Order Check Credit Customer Customer Bundles Description PK Name Task Custome Use Existing Tier 1 Priority r Customer Account Accou... PK Name Description Tier 2 Priority PK Name Event Business Rule Other Product Line Tier 3 Priority Description Description PK Name BPEL Task Configurator Industry ISR Object ID Hierarchy Index Number PK Name Business Rule 3rd-PartyGlobal Description Direction System Import EDI Orders Edit Analytic EDI Orders Task PK Name Page Flow Description Captur... BPEL Event PK Name KPI Internal Control Point Description Other PK Name Application Page Industry Exception Description Application Page Object ID PK Name Notification Global Exception Description PK Name Other Description PK Name Description Other Description Application Page Object ID Other AND Reserve Physical and Logical Assets Key performance indicator instance Submit Order PK Class OR Order Submitte d Canonical Business Object Name PK Description Name Other Description Other Process Interface Process Order

57 Business Process Models and Corresponding Metadata Another L3 Activity : Process Order Customer Service Representative Capture Order CRM System Order Submitted Update Order Status Update Account Status Cretae Installed Assets in Install Base Complete Order AND Fusion Middleware Customer Synchronization Send Order to ERP System Send Order to Assign Physical Send Order to Create Assets in AND AND Provisioning AND AND AND and Logical Assets Billing System Install Base System Complete Order Billing System Create/Update Billing Account Create Products in Preparation for Rating and Billing ERP SYstem Pick, Pack and Ship Product Provisioning System Update Asset Status to Assigned Provision Service AND Order Processe s Provide Service

58 Business Process Models and Corresponding Metadata BPEL Outline in JDeveloper

59 Business Process Models and Corresponding Metadata BPEL Transform

60 Uses and Integrations for Model and Metadata L0 Industry and L1 Business Process High-level analysis and communication of business processes High-level definition of current and multi-year release requirements High-level planning of targeted industry processes Business process taxonomy Foundation for industry and global variations Industry variations integrate with Business Flow Accelerators

61 Uses and Integrations for Model and Metadata L2 Detailed Business Process Conceptual definition of Activities and Roles Activities are scope for BRDs Integrate with InfoPath for APM management Roles used for application security object definition (RBAC) Shows Oracle understands business process

62 Uses and Integrations for Model and Metadata L3 - Activity During APM Requirements and Design Phases Conceptual task flow at BRD Role definition at BRD Refinement of task flow at FDD Page flow design Workflow design Activity guide design UI page design Information Architecture design Categorization for setup Integrate with Integration Service Repository

63 Uses and Integrations for Model and Metadata L3 - Activity During APM Technical Design, Construct and Test Phases Integration with JDeveloper passing business artifacts (page flow outline, design patterns) Identification of SOA services Identification of BPEL components and BPEL orchestration; integration with BPEL r Add BPEL annotation; create BPEL transformations Design for composite applications Integration test blueprints

64 Uses and Integrations for Model and Metadata L3 - Activity During APM Launch and Maintenance Phases Add Tutor procedures, contextual help; integration with Tutor Sales demos; integration with Sales Demoware Field readiness training End user documentation Reference models Bug categorization

65 Uses and Integrations for Model and Metadata L3 - Activity During Customer Implementation, Operation and Upgrade Phases Implementation team communication Fit/gap analysis Process re-engineering Implementation project management Business Flow Accelerators Training content Desk procedures Business process management Business process monitoring Business process simulation Internal controls management

66 Walk-Through Models <Insert Picture Here>

67