From Tequila, to Caipirinha and Tango

Transcription

1 From Tequila, to Caipirinha and Tango Overcoming Oracle s E-Business Suite Challenges for Latam A presentation by Gustavo Gonzalez OTN Yathra Tour 2015

2 Presenter Gustavo González IT Convergence, Chief Technology Officer Co-Author of Oracle E-Business Suite Financial Handbook Third Edition McGraw-Hill / Oracle Press

3 More about Gustavo à Oracle ACE Director Specialty Applications à More than 15 years Oracle Applications Experience à Head of IT at IT Convergence since 2006 à Co-Author Oracle E-Business Suite Financials Handbook 3rd Edition à Technical Editor Oracle Fusion Applications Development and Extensibility Handbook à Member of the Oracle EBS Customer Advisory Board à Member of the Oracle Usability Advisory Board à Project Manager of the R12 Upgrade at IT Convergence à Project Manager of R12.2 Beta Program & Early Adopter à Project Manager of Fusion Apps Implementation at

4 Global Reach, Local Expertise UNITED STATES à San Francisco - Bay Area à Chicago à New York à Dallas à Incline Village MEXICO CHINA à Shanghai INDIA à Hyderabad à Mexico DF COSTA RICA à San José BRAZIL à Rio de Janeiro à São Paulo ARGENTINA à Buenos Aires

5 MYTHBUSTING ORACLE E-BUSINESS FOR LATAM I m from Argentina

6 Taking Our Own Medicine Used the E-Business Suite since 2004 Upgraded to R12 in January 2009 Implemented OBIEE in January 2010 R12.2 Beta Program in January 2012 Oracle Fusion Applications in 2012 And we host our systems running Oracle VM

7 Why IT Convergence by Gartner Group As a U.S.- based company, IT Convergence has a strong presence in Latin America in general and Brazil in particular, which positions it well for the rollout of enterprise applications for U.S.-based companies that need local language, regulatory and tax support. Clients in the region include Facebook, GE, Pfizer, Reader's Digest and UPS The opportunity for IT Convergence remains strong as US-based companies continue to expand into the Latin America region and as Brazilian companies seek a partner for the lifecycle of Oracle applications and technology services Who Should Care: CIOs, CTOs and technology leaders seeking expertise in Oracle application and technology in Latin America should consider IT Convergence's professional IT services when expanding into the region. Strategic sourcing managers should list IT Convergence as an alternative vendor for its specialization. Enterprise application managers should consider the company for Oracle implementation and upgrade projects Alex Soejarto, Analyst / Research VP

8 Assessing Your Footprint Challenges Implementation Concerns for Latin America Oracle EBS R12 Features Planning Your Upgrade

9 Never take it for granted!

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11 Main Reasons to Upgrade Objectives, Policies and Company Requirements Process Enhancements, New Functionalities and R12 Technology Oracle s Support Continuity for Applications Alignment with Oracle s Fusion Roadmap and tools

12 Main Reasons to Upgrade Your Company à Organizational Changes, Process Standardization, Reporting Schemes' Enhancements, Corporate Vision à New policies and/or strategies for Technologic Area Administration Enhancements and Solution Value à Additional tools to reduce customizations (user folders, key data flexfields, workflows, XML Publisher (BI Publisher), OA Framework, Forms Personalization and Custom Library) à Open standards based technology and SOA Architecture that allows perfect integration with third party products Technical Support à Extended Support available until December 2015 à Extended Support applies to systems that fulfill the minimum stablished patches streamlined by Oracle Fusion and Other Applications à R12 runs with Fusion Middleware and most of its technology components and new features are part of Oracle s Fusion Applications à Better integration with other Solutions (Demantra, Siebel, Hyperion, etc.)

13 Oracle E-Business Suite Support Updated Support Policies for 11.5, 12.0, 12.1& Nov '10 EXTENDED Nov '14 Dec 15 EXCEPTION SUSTAINING Exception to Sustaining Support 12.0 Ene '12 Ene '15 Ene 07 PREMIER EXTENDED SUSTAINING 12.1 May 09 PREMIER Dec 16 EXTENDED Dec 19 Premier Support extended until Dic Sep 13 Ago 14 PREMIER Sep 18 EXTENDED Sep 21 R s General Availability

14 Implications for EBS 11i users à You may need to freeze your desktop and server configurations while you upgrade to EBS 12.1 or à New versions of desktop components may not work with EBS 11i. These include new releases of: à Windows à Mac OS X à Internet Explorer (IE) à Firefox à Safari à Office à Desktop-based Java Runtime Environment (JRE) à New versions of server-based components may not work with EBS 11i. à These include new releases of: à Server-based operating systems (Linux, AIX, HP-UX, Solaris, etc.) à Oracle Database à Java JDK à Fusion Middleware components (Oracle HTTP Server, JServ, Forms, etc.)

15 Impact of Oracle Support on your LATAM Operations à E-Business Suite Financials Legislative Updates Center (Doc ID ) à Mexico: Electronic Accounting, 2014 (Only for R12) à Brazil: Electronic Invoice layout 3.10, August 2014 (Only for R12) à Recommended Browsers for E-Business Suite 11i (Doc ID )

16 Oracle s UX Objectives Simplicity Mobility Extensibility Apps are easy to work with, fast actions UX optimized across devices, flexibility of how we work today Toolkit that allows you to customize and extend UX Resource: Simplified and Touch-Friendly User Interface in Oracle E-Business Suite Ganapathi Subramanian Senior Manager, ATG Development September, 2014

17 Enjoy the Improved Overall Look and Feel à Modern and Productive UI

18 E-Business Suite Smartphone Apps à Line of Business Apps à Sales Orders à Inventory à Product Information à Procurement à Project Manager à Discrete Production Supervisor à Process Production Supervisor à Project Manufacturing à Maintenance à Field Service à Horizontal Apps à Approvals à Expenses à Timecards à iprocurement Resource: Oracle E-Business Suite: Mobile Strategy & Update Jeanne Lowell Vice President, EBS Product Strategy Applications Development Oracle Sept 2014

19 Approvals

20 Approvals

21 Mobile Inventory

22 Fusion Expenses

23 Implementation Steps Resource: Oracle E-Business Suite: Mobile Strategy & Update Jeanne Lowell Vice President, EBS Product Strategy Applications Development Oracle Sept 2014

24 Assessing Your Footprint Challenges Implementation Concerns for Latin America Oracle EBS R12 Features Planning Your Upgrade

25 Project Goals Standardize using R12 mega processes - one single source of truth for reporting and analytics Standardize Simplify operations with streamlined processes Simplify Oracle EBS Globalize Global integration to promote organization alignment and enterprise efficiency Increase Productivity with an improved mobile user experience Productivity Reduce Customizations Reduce customizations focusing on market differentiator core areas

26 Cultural and Language Challenges à Latin America is comprised by 21 independent countries à Spanish is the main language in most of them à Other languages: Portuguese and French à Reporting is done in the local language à End users operate in the local language à Communication between global and local teams

27 Compliance with Local Requirements à Different Fiscal and Tax regulations for each country à Frequent legal framework changes à Development requirements vary depending on: à Local operations à Company requirements à IT policies à Global strategies à Oracle s Functional coverage à Software solution ensures compliance with local legislation

28 Assessing Your Footprint Challenges Implementation Concerns for Latin America Oracle EBS R12 Features Planning Your Upgrade

29 The Oracle E-Business Suite R12 Footprint Core Applications Customer Relationship Management Service Management Financial Management Human Capital Management Project Portfolio Management Advanced Procurement Supply Chain Management Value Chain Planning Value Chain Execution Globalization Capabilities Accoun&ng Engine Bank Model Ledgers Legal En&&es Payments Engine Tax Engine Application Localizations Product Localiza&ons Add- on Localiza&ons Partner Localiza&ons Global Technology Platform - Common Information Model Data Formats Languages Repor&ng SOA BI

30 Localizations Customization Complexity Low Medium High Ecuador Panama Costa Rica Bolivia Uruguay Venezuela Mexico Chile Peru Colombia Argentina Brazil Countries with Oracle Localizations Countries without Oracle Localizations Low Medium High Localization Complexity

31 Extensions à Potential 3rd party solution acquisition and updates on existing external systems, interfaces and customizations à Consulting partner with up-to-date knowledge of existing and future local regulations à Mexico DIOT File report, Fiscal information for fixed assets, Electronic Invoice, etc.

32 Regional preferences à Profile options control regional preferences (local) à Administrators can set profiles at various levels à Site (Client IANA encoding, Server time zone) à Application à Responsibility à User (Language, Territory, Time zone, Native client encoding, Date format, Numeric characters, Linguistic sort- new in 12.2) à Users can override default settings using preferred values à User Preference Page

33 Other features à Calendars à Multilingual reporting

34 Assessing Your Footprint Challenges Implementation Concerns for Latin America Oracle EBS R12 Features Planning Your Upgrade

35 Traditional Approach to an Upgrade Project Start Elaboration Build Transition Production Get General Requirements Get Detailed Requirements Migrate Developments Performance Tests Production System Management Map Requirements Prepare Environments Prepare Environments Finalize Documentation Production System Assesment Impact Analysis Define Base Architecture Finalize Tests End User Training Future Planning Team Training Gap Analysis Validate Update Process User Acceptance Test Support Validate Update Process Prepare Training and Documentation Migration to Production System Tests New Version Go Live Integration Tests Lifecycle Objectives Milestone Architecture Lifecycle Milestone Initial Operational Capacity Milestone Production System Milestone Project Closure Milestone

36 Pain Points à Requirements in the Proposal aren t completely aligned with the company s strategies, policies and goals à Limited scope that may need to be expanded in the future (longer, higher cost, changes in the dates of commitments) à New hierarchy structures need to be defined or require significant and unexpected changes in configuration à Delay in decision-making regarding the version change strategy

37 Pain Points à Documentation doesn t exist or is limited à Great effort required for current developments analysis and migration à Effort for the project is not clearly determined, which might affect the budget à Major key users availability is required for reliable knowledge transfer à Lack of visibility of work standards à No certainty in operative procedures or methodologies

38 Pain Points à Lack of assessment of current infrastructure and required resources à Reactive identification of the hardware and software needs with potential deviation costs à Unplanned training activities for the technology area (solutions and tools)

39 Pain Points à No clear inventory of current developments and integrations à Uncertainty regarding migration efforts (resources, time) of developments à Impossibility to anticipate an eventual replacement for standard functionality à Lack of clarity in development process (documents, tests, approvals, quality control) à Late identification of development tasks in external systems integrated with Oracle

40 Change Your Project Approach Update Project (Traditional Approach) Assessment Update Project

41 Upgrade Assessment Approach Start Current Model Evaluation Future Model Projection Conclusion and Closure Assess Company s Policies and Goals Assess Organization s Hierarchy and Accounting Structure Map Business Processes with New Version s Applications Define New Version Update Strategy Confirm ObjecLves, Scope and Deliverables Assess Current Process Model and Configuration Assess External System ConLnuity Prepare Schedule and Action Plan Plan Assessment IdenLfy and Confirm Business Requirements Assess Development, Tests and Training Strategy Define HR and Technology Requirements Establish Roles, Responsibilities and Organization Version 12 Functionality Gaps Assess Projected Infrastructure Summarize PotenLal Risks Agreements in Standards, Procedures and Documentation Source Assess Data, Developments, Integrations and Technology Assess Migration to Oracle New Version Alternatives Summarize Work Hypothesis Define Work Environments Assess Test Procedures Assess Dependencies and Classify PotenLal Components Prepare Update Project Budget Assess Lessons Learned Assess Training Tools Data Consolidation Present Assessment s Result and Finish Assessment Assessment Launch Milestone Current Model Milestone Projected Upgrade Model Milestone Upgrade Plan Presentation Milestone

42 Result Evaluation à Upgrade strategy definition à General plan for upgrade project à Resource requirement definition à Risk assessment à Project budget

43 Process Complexity Evaluation Company Processes Data Developments and Integrations Infrastructure Hosting High Impact Decisions Significant scope changes High data cleansing requirements Lack of information regarding inventory and development complexity Lack of software update, performance issues Need for 3rd party or Hosting provider change Medium Impact Decisions Some scope modifications Some necessary changes on current data Some developments are properly documented Intermediate update situation and control Some current Hosting model necessary changes Minimal Changes or Low impact decisions Minor or zero scope changes Minor data changes Quality records with up to date documentation Updated hardware and software, good performance, latest patching level Hosting model changes not required or Hosting not required

44 Tips & Suggestions à Clearly define project objectives and scope à Establish facts and assumptions à Create communication plan à Detailed WBS, space milestones evenly à Monitor and control à Data cleansing, cut-over planning à Effective organizational change management à Current system, customization, processes, and pain points à Team s capabilities and training needs

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