Oracle BI Applications for JD Edwards

Transcription

1 Oracle BI Applications for JD Edwards Kshitij Kumar Global VP of BI/EPM & CTO Apps Associates LLC Cuie Hu Project Manager Apps Associates LLC September 23, 2014 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 Apps Associates Company Profile OBIA Overview Client Requirements The Solution Copyright Apps Associates LLC. 3

4 Performance. Growth. Excellence. Global provider of business and technology consulting services Founded in 2002 and achieved consistent growth 600+ employees Boston, New York, Chicago, Atlanta Germany, Netherlands, India, UAE Recognized as one of the fastest growing private US companies by Inc for four consecutive years Strategic Partnerships and Certifications Oracle Platinum Partner Oracle Specializations (EBS, BI, SOA, EM12c & Database) AWS Advanced Consulting Partner CMMI Level 3 Appraised SSAE 16/SAS70 Type II Copyright Apps Associates LLC. 4

5 Apps Associates Delivery Model Centers of Excellence Cloud Business Intelligence ERP Middleware Hyperion CRM ShipConsole Managed Services Mobile Applications SharePoint Lifecycle of Services Assess Design Deploy Integrate Train Support Integrated Delivery Across Engagements Govern Plan Standardize Measure Quality Global Reach United States Europe India Middle East Copyright Apps Associates LLC. 5

6 Migration Platform ERP Complete Capabilities BICS On-Premise Copyright Apps Associates LLC. 6

7 Separator title goes here Oracle BI Applications Copyright Apps Associates LLC. 7

8 Single Source of Truth Mobile Scorecards Reports Office Integration Interactive Dashboards Applications & Portals Geospatial Visualization Search Ad-hoc Queries Collaboration Copyright Apps Associates LLC. 8

9 Service Sales Marketing Data from Multiple Sources Distribution Finance HR/Workforce Operations Procurement Valuable Insights Often Require Data from Multiple Departments and Sources Customers Suppliers Customers Customers Suppliers Suppliers How does call center agent tenure, training, and compensation affect efficiency and cross-selling performance? How does supplier performance impact customer satisfaction and revenue? How do I proactively manage risks of my receivables portfolio? Copyright Apps Associates LLC. 9

10 Enterprise Wide Reporting Copyright Apps Associates LLC. 10

11 Finance Behind the Scenes Copyright Apps Associates LLC. 11

12 Separator title goes here Project Overview Copyright Apps Associates LLC. 12

13 Client Profile Manufacturer of perfume products ERP on JD Edwards/DB2 Pre-BI reporting Excel FIN PO WIP Cognos SCOM Cognos SCOM JDE FIN SCOM PO WIP FIN WIP PO Excel Copyright Apps Associates LLC. 13

14 Business Drivers for OBI Cognos in use for over 10 years Costs associated with upgrading Cognos Cognos performance issues More functions added to Cognos over the years without a systematic design BI solution needed for other ERP modules but Cognos design isn t scalable Copyright Apps Associates LLC. 14

15 OBIA for JDE JDE EnterpriseOne SP1 Financials JDE EnterpriseOne and 9.0 Financials Supply Chain/Order Management JD Edwards World A9.2 Financials Copyright Apps Associates LLC. 15

16 Reporting Requirements/Customizations Supply Chain/Order Management Sales reporting At BOM assembly and component levels By current sales group By inventory item categories Margin calculation with commission cost Period rolling reporting 365 days 26 weeks 13 weeks.. Aging AP: 5 AR: 6 Financials Custom group accounts definitions PnL accounts Balance sheet accounts Copyright Apps Associates LLC. 16

17 Report Scenario Item X, QTY 10 ITEM Y, QTY40 Ordered Item Item X, QTY 10 Item Y, QTY 40 Carton Item L, QTY 100 Item M, QTY 200 Item Y, QTY 40 Packs Item A, QTY 1000 Item B, QTY 2000 Item M, QTY 200 Item Y, QTY 40 Items Copyright Apps Associates LLC. 17

18 Top Customers by Order Size Copyright Apps Associates LLC. 18

19 Challenges and Changes ETL performance 335 million GL balance records First 2 ETL runs took 2 weeks each Complexity of customizations JD Edwards unique table structures All periods in a year stored in same row in GL balances Sales orders and invoices stored in same table/row Current sales and history in separate tables Encrypted table and column names User availability Routine work Other projects Multiple roles Reporting Methodology Changes Income statement From balances to net posting BL balances Disabled sub ledger balances Copyright Apps Associates LLC. 19

20 Customization Metric Definition Data Source Product Cat Time Product Sales Dim Customers Data Source Organization Warehouse Status Sales Fact Trans type Plant Sales Quantity Your ETL Custom Definition Out of the Box Definition Booked Qty. Booked Qty. - Cancelled Qty. - Cancelled Qty. - Return Qty. - AR Credit Qty. Copyright Apps Associates LLC. 20

21 Key Success Factors and User Adoption Steering committee involvement User ownership Reporting methodology standardization Clear requirement definition User Training Testing Strategy Cognos savvy users OBIA advantages over Cognos Cognos functionalities made available in OBI Cross functional area reporting Excel savvy users Extra training sessions Business specific trainings Copyright Apps Associates LLC. 21

22 Representative Training & Knowledge Transfer Copyright Apps Associates LLC. 22

23 Rollout Approach Feeds into the Roadmap Time boxing controls the scope and effort of each phase Users start to experience the change Next wave of strategy / development more effective Quickly adapt to change in business Better change management Start Here Foundation (Time Boxed) 1. Identify most critical reports 2. Build data model 3. Build governance 4. Training 5. Security 6. Publish reports using BIPUB 7. Pilot capabilities e.g. Mobile Assimilation and Adoption 1. Use the system for some time 2. Learn with subset of team 3. Pilot capabilities 4. User Adoption Strategy Enhancement 1. Build strategy 2. Build Roadmap 3. Prioritization 4. Industry Standards Ongoing Support / Managed Services: Hardware and Software Services Incremental Development 1. Implement projects 2. Collaborative dev 3. User adoption Copyright Apps Associates LLC. 23

24 Connect with Us Web: YouTube: LinkedIn: Facebook: Google+: Copyright Apps Associates LLC. 24

25 Thank You!