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THESOURCE
FOROAUG
BUYERS
2010-2011 Edition
Table of Contents
3
The 2010-2011 OAUG Buyer’s Guide is a publicationof the Oracle Applications Users Group (OAUG).
3525 Piedmont RoadBuilding Five, Suite 300Atlanta, GA 30305phone: +1 404.240.0897, fax: +1 404.240.0998e-mail: membership@oaug.comoaug.org
ARTICLES4 An Introduction to the Oracle Project Portfolio Management Integration Pack for Primavera P6 and Oracle E-Business Suite Projects By Kimberly McDonald Baker, Project Partners, LLC
6 Avista Empowers Decisionmaking with GL Wand Reporting Tool By Michele Buson, Global Sales & Marketing Director, Excel4apps
8 OAUG’s R12 E-Business Reporting Options Workshop – What’s in it for You? By Barry Markovic, Managing Principal Consultant, IT Convergence
9 Things to Consider When Evaluating Business Intelligence for Oracle® E-Business Suite By Daryl Orts, Vice President, Engineering Technologies at Noetix Corp.
10 5 Reasons to Upgrade to R12 Instead of Reimplementing By Helene Abrams, CEO, eprentise
12 Oracle EBS data loading using appLOAD™ at LifeWay Christian Resources By Austin Davis, Vice President of Marketing, Chain-Sys
14 Automotive Parts Supplier Consolidates Regional Production Instances of Oracle E-Business Suite to Achieve Consistent Business Processes and Reduce Maintenance and License Fees By Natalia Warren and Chris Busbee, eprentise
BUYER’S GUIDE CATEGORIES16 Product Families17 Services18 Solution Areas20 Company Listings
2010-2011 Edition
Architecture and TerminologyOracle®Application Integration Architecture (AIA) Process
Integration Packs (PIPs) are pre-built integrations built upon
the Oracle AIA Foundation Pack. PIPs are products that
implement a specific set of business processes between
specific applications. In this article we are exploring the
integration between Oracle E-Business Suite and Oracle
Primavera P6.
Who Owns What Data?Oracle architected the Primavera P6-EBS Projects PIP to
take advantage of the inherent strengths of Primavera P6
and Oracle E-Business Suite applications, regarding data
ownership and data flows.
Oracle E-Business Suite Projects Applications own the
Global Objects and the financial data for a project.
One global Planning Resource List is required in Oracle
E-Business Suite Projects.
Primavera owns the scheduling and progress information for a
project. Each Primavera installation supports one currency.
Because different entities follow unique business processes
and like to manage their projects in different ways, the
new integration model allows organizations flexibility
in managing the project creation and update cycle.
Organizations can choose to create projects either in
Primavera or Oracle Projects knowing synchronization will
occur between the two applications while honoring the
stringent business processes of both products.
The Process and Data FlowsThe Primavera P6-EBS Projects PIP offers several options
for integration. You can choose to use Oracle workplans
or financial plans in conjunction with Primavera’s Work
Breakdown Stuctures (WBS), as well as fully shared
structures, partially shared structures or only financial
structures. In the remainder of this article we will discuss
fully shared, workplan-enabled integration. Contact us to
discuss other configurations.
Workplan-Enabled Project Integration,Shared StructuresA shared structure has the same workplan and financial
structure. Users can create a project either in Primavera P6 or in
Oracle Projects. Projects created in P6 will include a WBS, tasks,
and resource assignments, and can use the interface to create
a workplan in Oracle Projects. For projects created in Oracle
Projects, the Oracle workplan structure is always transferred
as WBS nodes in Primavera P6. In this configuration, actual
cost data is always sent from Oracle Projects to Primavera
P6 to manage the financial progress of a project. Calculation
of Percent Complete and Estimate to Complete (ETC) is
always managed in Primavera P6. Activities and resource
assignments are initiated in Primavera P6 and transferred to
Oracle Projects, and can then be updated in Oracle Projects
with the updates transferred to P6. The Financial plan can be
generated in Oracle Projects either manually or from workplan
resources, and can be transferred to Primavera P6 as current
budget attributes of the WBS node.
An Introduction to the Oracle Project Portfolio ManagementIntegration Pack for Primavera P6 and Oracle E-Business Suite Projects
By Kimberly McDonald Baker, Project Partners, LLC
Project Partners has been delivering integration between Primavera and Oracle E-Business Suite Projects applications
since 1998. Now Oracle has released its own integration between these project management applications and we’re
pleased to provide a high level, introductory overview.
4
The AIA PIP Technology Stack
Getting AcquaintedThe screenshot below shows the use of the Primavera P6-
EBS Projects PIP for a project that is workplan enabled,
with shared structures. The Integration Dropdown menu
is utilized to synchronize the project between P6 and
Oracle Projects.
In this scenario the following project status elements are
transferred from P6 to Oracle Projects:
• ProjectStructure
• ProjectHeader
• WBSandTasks
• ResourceAssignments
• Dates
The following screenshot shows the transfer of Actuals from
Oracle Projects to Primavera P6. Both raw and burdened
Actuals can be transferred from Oracle Projects to P6.
Learn MoreFor more details of the Primavera P6-EBS Projects PIP
integration, Oracle Enterprise Project Portfolio Management
solutions and best practices, visit Project Partners website
at www.ProjectP.com to download whitepapers and register
for webinars.
About Project Partners, LLCProject Partners provides expert Enterprise Project
Portfolio Management services and software that extends
Oracle and Primavera applications to meet the needs of
project-driven firms. As a Platinum Partner in the Oracle
PartnerNetwork Specialized program, an Oracle Primavera
Value Added Reseller and Primavera Technology Partner,
Project Partners has executed global PPM projects for
over 300 firms.
Copyright 2010, Project Partners LLC
5
Data Flow From Primavera P6 to Oracle Projects
Data Flow From Primavera P6 to Oracle Projects
2010-2011 Edition
6
For more than 100 years, Avista
(www.avistautilities.com) has
generated power and delivered
natural gas and electricity to
customers in Washington State.
Today, that includes 600,000
customers in Washington, as
well as customers in Oregon and
Montana. The publicly traded
utility has 1,500 employees and
annual revenues of more than
$1.3 billion.
In early 2007, finance and
accounting personnel at corporate headquarters in Spokane
identified the need to improve and accelerate reporting and
analysis from their Oracle E-Business Suite environment.
A particular area of focus was variance reporting, where
Avista’s dynamic and fast moving business environment
requires fast, flexible real time reports. Financial users
wanted to spend less time formatting data and more time
understanding and analyzing it in order to make better
business decisions.
Quick and readable reports requiredThe utility industry has complicated accounting requirements,
with both fixed and variable charges, thousands of assets,
different type of customers, varied rates and, for Avista,
different state taxes and charges. This level of complexity
led to the necessity for comprehensive, easily readable
reports for financial analyses.
To help finance and accounting personnel quickly create
the presentation quality reports required in this complex
business environment, Avista needed a report builder with
capabilities beyond the Applications Desktop Integrator
(ADI) currently in use. Also, the staff liked using Microsoft
Excel spreadsheets for corporate accounting tasks, but
creating such spreadsheets required hand keying and
format changes in the current
environment. In addition, use
of the Financial Statement
Generator (FSG) for creating
reports required a number of
steps to get the report into an
Excel format.
Simple solution for complex accountingWith multiple business lines
and numerous departments
experiencing the same issues
surrounding report creation
and data analysis, a team of managers formed to select
a software product that could accelerate reporting
and improve productivity. The main goal was to simply
“make accounting easier,” according to Jenny McCauley,
Accounting Analyst for Avista.
Finding a program that would integrate with the company’s
Oracle enterprise system with minimal involvement
from information technology (IT) staff was also critical. In
addition, team members did not have time for long training
windows, so they needed a product that could be used
almost immediately.
After testing two software applications using actual
company data, Avista purchased and installed GL Wand
from Excel4apps in March 2007. GL Wand is an Excel based
Oracle General Ledger (GL) reporting tool designed for
finance departments using 11i or R12.
With GL Wand, Avista users can easily create, edit and
publish finance spreadsheets and reports without IT
assistance and with very little training. Because it was
developed exclusively for Oracle Financials, GL Wand is
easily integrated with that product and simple to install
and maintain.
Avista Empowers Decisionmaking with GL Wand Reporting Tool
By Michele Buson, Global Sales & Marketing Director, Excel4apps
Excel4apps (www.excel4apps.com) is a provider of best-in-class financial reporting software designed exclusively for
Oracle users. Its Excel-based GL Wand and Budget Wand products are globally recognized for their ability to streamline
reporting and budgeting in Oracle. Excel4apps has offices in the USA, United Kingdom, Australia, and South Africa and
has more than 5,000 users worldwide.
GL Wand enables real-time reporting ofkey performance indicators.
7
With minimal training time, Avista users were able to immediately
see benefits from the GL Wand installation. Many individuals
were able to shave hours off of their daily activities within just a
few minutes of being introduced to the system.
Broad user support and benefitsAvista’s entire finance department now uses GL Wand,
including executives, who appreciate how easy it is to drill
down to line item data. Income statements and balance
sheets for all business units are now easier to analyze for
finance users and executives.
All necessary spreadsheets have been rebuilt in GL Wand, so
instead of importing data from various sources to compile
reports, data is automatically populated and spreadsheets
are built within minutes. New data inputs are shared across
all spreadsheets, and reports are immediately readable and
attractive, eliminating the painstaking formatting task.
“We have basically eliminated our human error potential
while speeding up processes,” explained McCauley. “We
also have given our analysts and accountants a tool to help
them find problems and opportunities within our financials
far easier than before.”
Comparison reports are simple with only a date change
necessary. Executives especially appreciate the ability
to make their own data comparisons and build their own
reports.
“Our executives are right on board and can do their own
comparisons,” McCauley described. “They love that.”
Oracle support personnel have appreciated GL Wand’s
ease of use and how it works within the Excel interface,
making it uncomplicated for accountants. GL Wand users
have also found that support from Excel4apps is quick and
convenient.
With the success of GL Wand, Avista chose to also install
the newest product from Excel4apps: Budget Wand. This
product allows Excel to be used as the front end to the
Oracle General Ledger Budgeting functionality, further
contributing to fast and smooth accounting and finance
operations at Avista.
“With GL Wand and Budget Wand, reports of all types are
quicker to generate,” McCauley said.
2010-2011 Edition
8
Like all technology, Oracle’s E-Business Suite is constantly
evolving to provide new and easier to use functionality.
Similarly, the E-Business Suite reporting tools are also
evolving. Older tools are being enhanced and new tools
become available. Transforming E-Business Suite data into
relevantinformationisnoweasierthanever.However,with
so many changes and new options, understanding which
tools work best for your organization can certainly be
challenging. That is why OAUG and IT Convergence are
offering a workshop to help determine what reporting tools
will work best for you.
The workshop provides an overview of all of the reporting
tools typically used for reporting E-Business Suite Data.
It starts with the basic operational reporting tools such as
Oracle Standard Reports and Financial Statement Generator
(FSG) Reports. The workshop continues with the tactical
reporting tools such as BI Discoverer and various Noetix
tools. Finally, the workshop focuses on strategic reporting
tools such as Oracle Business Intelligence Enterprise Edition
and Oracle Business Intelligence Analytics. A key feature of
the workshop is to provide students with actual hands-on
exercises on many of the products so they truly understand
how the tools work from the end user perspective.
This workshop is targeted at two groups of users:
• NewE-BusinessSuiteusers.Thisgroupistryingto
understand all of the reporting options available.
They then will develop an implementation approach
that fits their reporting requirements, timeline
and budget.
• ExistingE-BusinessSuiteusers.Thisgroupwantsto
get to the next level of reporting to expand their
current capabilities. Within each of these groups,
both end users and IT technical staff have attended
the workshops. Their feedback has been interesting.
End users focus on how quickly they can create reports,
graphs, dashboards, etc., depending on the specific reporting
tool they are using. While the exercises do cover much of
the functionality, these exercise are not intended to make
anexpertonaspecifictool.However,Ihavebeensurprised
to see how far some of the students were able expand on
the basic exercises to try more complex functionality to
meet their actual reporting requirements. I could see the
excitement in their eyes when they were able to get a report
or dashboard that would work for their organization.
IT technical staff appreciated the ease of use of these
tools but also want to know what it takes to install and
maintain the environment to support these tools. While
this workshop focuses on end users, we do cover some of
the planning and infrastructure issues associated with each
tool. End users understand there is work to do before the
tools can be available. IT staff also realizes this was just the
beginning and that other workshops such as the OBIEE for
Administrator workshop may be the next step in their quest
to understand what is needed.
The student feedback on the workshop has been positive.
They liked the fact that one workshop could review a wide
range of reporting options. They also liked the ability to
get actual hands-on experience with many of the products
to understand their functionality and make comparisons
to determine which will fit best in their organization. For
larger workshop classes, students also have the chance
to learn from each other. They readily discuss their own
experiences with different reporting tools. They may also
gain some insight as to how other organizations are making
their reporting tool decisions.
From my personal perspective, I enjoy leading these
workshops. I am able to use my thirty plus years of IT
experience to help others with their reporting tool decisions.
I also can state that I learn something from each workshop.
In some cases, a student may show me something about
a tool which I did not know. In other cases, a student will
ask a question that forces me to research a new topic. This
provides me an opportunity to keep up with the constantly
evolving E-Business Suite reporting technology.
Learn more about the OAUG-ITC Oracle Applications
Workshops at www.oaug.org/workshops.
OAUG’s R12 E-Business Reporting Options Workshop – What’s in it for You?
By Barry Markovic, Managing Principal Consultant, IT Convergence
9
1. Will we need both real-time reporting and analytics? Most customers do and you probably will, too.
You will want to look at solutions that provide
access to real-time transaction data as well as data
warehouse models for more complex analysis.
2. What functional areas will we need coverage for? Don’tfocusonjustFinancialsorHumanResources
simply because you need to implement those
modules first. Look at your more complex (and
less obvious) applications such as Enterprise Asset
Management, Time and Labor or Depot Repair.
Try to find a solution that provides coverage for everything needed now and in the future.
3. We already own a few BI tools – can we continue to leverage those? You might have users who are familiar with Oracle® Discoverer. Maybe you have a department that is experienced
with IBM® Cognos® BI or SAP® BusinessObjects™. It’s possible that you just purchased OBI EE from Oracle and
are looking forward to using it. Many organizations have more than one of these platforms. It makes good
business sense to look at options that allow you to get value from your existing investments, while providing a
common “data model” that remains consistent across the tools used throughout your organization.
4. How will an EBS upgrade affect my BI reporting? Whether you’re currently on R12 or still on 11i, you are almost certain to go through an EBS upgrade at some
point— probably multiple times. You will want a BI solution that makes those upgrades easier—something that will
protect your reports and dashboards (and customizations you may have made) when you do the upgrade, so you
don’t have to redo all of that hard work.
5. What experiences have others gone through? Look for a solution that you know will work—something proven, something currently in use by organizations like
yours (similar size, similar industry, similar user requirements), and something mature enough to have gone
through a few upgrades. It’s also a good idea to try to network with other Oracle EBS customers to learn firsthand
of their successes and challenges.
Noetix provides real-time operational reporting and packaged analytics for Oracle Applications, automatically delivered
into all major BI platforms. For more information, please visit www.noetix.com.
Things to Consider When Evaluating Business Intelligencefor Oracle® E-Business Suite
By Daryl Orts, Vice President, Engineering Technologies at Noetix Corp.
2010-2011 Edition
10
The transition from 11i to R12 is a major initiative for any E-Business Suite (EBS) customer. 11i customers can now upgrade
instead of reimplement, shorten the time-to-value at a lower cost, and provide a better R12 result for both the business
and IT.
DefinitionsUpgrade – Maintain all existing setups and use Oracle scripts to move all the data from R11i to R12 Reimplement –
Configure a new instance, extract and convert existing data, and load the data into the new instance. Generally customers
bring over a limited amount of data and reposition the existing instance as a read-only legacy instance to maintain an
audit trail.
Setups – Not Easily ChangedThe reason customers had to make the choice between reimplementing and upgrading in the first place is the underlying
“setup” concept. There are certain types of setups “that are not easily changed” within Oracle E-Business Suite.
What Changes the Game?This is where eprentise Transformation software changes the game – it changes the entire concept of “not easily changed”
setups. In turn, the 11i to R12 upgrade vs. reimplementation decision is reversed. With eprentise software you can change
the “not easily changed” setups, keep your history, and consolidate multiple instances. If your goal is to have complete,
consistent, and correct data everywhere, then eprentise can help. If your goal is to go from 11i to R12, Oracle upgrade
software does that.
Top 5 Reasons to Upgrade1. You can change your Chart of Accounts. Upgrade uses FlexField® to change one or more COA’s segments
and values so you can adopt a single global COA.
2. You test new EBS setups in familiar 11i. Using eprentise software, you can change any setup including Legal
Entities, Sets of Books, Operating Units, Key Flexfields, Calendars, Organizations, System Items, and Categories.
3. Yourhistorymatters.UpgradeusesOracleupgradetoconvertall11idatatoR12.Havingallthehistory
in one place means better management reporting, a cleaner audit trail, and consistent data for better
business intelligence.
4. Upgrade offers the most direct path and shortest time to single instance R12 business value. The most powerful
upgrade advantage for multi-nationals is consolidation to a single global instance with standard business processes
and all history data prior.
5. Upgrades cost less. EBS customers pay for Oracle upgrade software even if they select reimplementation.
Why leave money on the table and pay extra to do it yourself?
5 Reasons to Upgrade to R12 Instead of Reimplementing
By Helene Abrams, CEO, eprentise
11
Transition Paths – 11i to R12These diagrams illustrate the differences between a reimplementation and an upgrade approach.
The first diagram shows the upgrade approach.
The second diagram shows the reimplementation approach. Customers following this path usually end up with the two
instances (one R11i and one R12), and keep work around mechanisms in place to span the instances or to make adjustments
in a downstream BI environment.
Visit www.eprentise.com to learn how you can upgrade to R12 instead of reimplementing, shorten the time-to-value at a
lower cost, and provide a better R12 result for both the business and IT.
Figure 1:Upgrade Approach
Figure 2:Reimplementation Approach
2010-2011 Edition
12
Oracle EBS data loading using appLOAD™ at LifeWay Christian Resources
By Austin Davis, Vice President of Marketing, Chain-Sys
LifeWay Christian Resources is a religious nonprofit
organization and is an entity of the Southern Baptist
Convention. LifeWay produces Bibles, church literature,
books, music, audio and video recordings, church supplies,
and Internet services. The ministry operates 154 LifeWay
Christian Stores across the country. LifeWay’s home office is
in Nashville, Tennessee, where about 1250 employees work.
LifeWay has successfully implemented Oracle EBS Financials,
Projects, APC, Inventory, Purchasing, Order Management
and Advanced Pricing modules for its global operations.
LifeWay is on version 11.5.10.2 and their production
database size is 1200 GB.
Data loading activities performedby LifeWay:• Itemcreationandupdate.
• Itemcategories,itemcatalogsanditemcross
reference creation and update.
• PLM:AdvancedProductsCatalogcreation.
• BillsofmaterialCreationandUpdate.
• NewCustomerCreationandUpdate.
• ARInvoice,CreditMemosandDebit
memo creation.
• ARCashReceiptapplicationwithor
without the invoice numbers.
• ProjectBudgetCreation.
• Projectswithtasksandkeymembercreation
and update.
• PriceListcreationandupdate.
• Salesorderprocessing.
The Struggle with DataLoaderManual mass data loading/maintenance within Oracle
E-Business Suite can be tedious and very time consuming.
LifeWay utilized DataLoader for performing data loading
as an alternative to manual methods. The DataLoader tool
took lot of time and still could not provide a fool-proof
and robust solution. Amy Goolsby recalls that for about
1500 items loading it required constant monitoring and
took 2 weeks with 8 computers in the conference room.
This time does not include the data loader spread sheet
preparation time.
LifeWay chooses appLOAD™ LifeWay evaluated and selected appLOAD™ productivity
tool from Chain-Sys Corporation for its Data Loading
activities in Oracle E-Business Suite. appLOAD™ is a new
generation data conversion tool for Oracle E-Business Suite
R12/11i. appLOAD™ is a reliable and scalable back end
web based application which is not front end driven and not
EXCEL macros driven. This tool aims to reduce the cost and
time of Oracle EBS data conversion activities. Any business
user can confidently use this tool and convert the data
without any technical assistance. With appLOAD™, there is
no programming required for any of your data conversion
needs. appLOAD supports all the open interfaces and API’s
available within Oracle E-Business Suite R12/11i.
Productivity gains using appLOAD™
Within a week of installing appLOAD, the business users
started using the tool very effectively for their data loads.
Amy Goolsby remarks, “What I like about appLOAD is how
fast it is. appLOAD executes the data loading processes in
the background with no baby sitting needed. I can do the
same task in 4 hours that used to take two weeks.”
David Jamieson of LifeWay says, “The projected return on
investment provided through use of the appLOAD application
easily justified the cost of the product. We have identified
uses that impact all business areas within E-Business Suite.
Chain-Sys has been extremely responsive in identifying
the most efficient uses of the tools and responding to our
questions as we have begun to use the tool.”
CHAIN SYS•www.chain-sys.com
appLOAD™ Benefits• Timeandcostsavings.
• Highlystable,reliable,andscalable.
• Fastinprocessingthedataloads.
• Allprocessesareexecutedonthe
application server as a Java
process (thread).
• NoneedtowatchDesktop/
Laptop screens when processing
takes place.
• Highlyuserfriendly.
The Right ToolThe appLOAD™ tools are a right choice for the IT
environments of today and the technology changes
that are coming up. Rooted in Enterprise Java/J2EE
standards, it takes advantage of the enterprise
quality scalability and reliability of the platform
and is amenable to traditional deployments within
the enterprise as well as to the Software as a
Service model. appLOAD™ is currently available
in Managed SaaS and Subscription SaaS for EBS
Data Conversion needs.
About Chain-SysChain-Sys is an Oracle Certified Partner and has
been highly successful in EBS Engagements using
OBAs and appLOAD™ tools. The appLOAD
Productivity tools (appLOAD™, appEXTRACT™,
appINTERFACE™, appMIGRATE™) accelerate the
technical implementation, ease production data
maintenance, migrate data to R12 and provide
around 85% cost savings. www.chain-sys.com.
austin@chain-sys.com.
13
Oracle EBS Test
Oracle EBSQA
Production InstanceOracle EBS 11i – Non Production Instances
Oracle EBSProduction
Oracle EBSDevelopment
appLOAD™ appLOAD™
appLOAD™ Productivity Suite - Hub and Spoke Model for LifeWay Christian Resources
Be sure to ask your software vendors with integration to Oracle applications if they have Oracle Validated Integration.
With Oracle Validated Integration, Oracle applications customers can be confident that a partner’s integration has been tested and validated by Oracle as functionally and technically sound, that the partner solution is integrated with Oracle applications in a reliable, standards-based way,and that the integration operates and performsas documented.
For the most current list of Oracle Validated Integrations, please visit http://www.oracle.com/us/partnerships/solutions/index.html.
Validated Integration
Oracle Applications
14
The automotive industry aftermarket is worth more than
$250 billion and growing annually. With a booming market
such as this, it is no surprise that many distributors of
aftermarket automotive products have expanded their
operations in order to reach additional markets and
become a truly global operation. As experienced by
one aftermarket auto parts supplier, multiple enterprise
resource planning (ERP) environments can be difficult to
manage due to the shared aspects of the different systems
as well as the disparate aspects between them.
The company is headquartered in the US but has extended
its network to Canada, an initiative that required additional
IT support in the form of an additional instance of its
Oracle E-Business Suite (EBS) ERP system as that provided
the shortest time to a go-live. Both the US and Canadian
enterprise-class data centers operated a production
instance, a test instance, a development instance, and a
project instance in addition to the backup and DR instances,
and the maintenance costs were simply out of line with
growing the business efficiently.
The two main areas of the business involved with the
planning and decision making for the consolidation project
simultaneously developed their own business cases for
going forward:
Finance / HR:• Facilitateefficientandeffectivedecisionmaking
with timely and reliable fact based information
• Obtainasingleversionofthetruth/singlesystem
of record
• Accessreal-timeinformationatconsolidatedlevel
• CreateCentralizedSharedServices(maintenance,
setup, centralized processing)
IT:• ReduceexpenditureonhardwareandITpersonnel
(fewer servers, fewer databases, less storage)
• Maintainconsistentsupportbyeliminating
multiple instances
• Eliminateduplicateintegrationsandinterfaces
• Reducetestingduringpatchesandupgrade
Regional production instances were an obstacle to business
improvements and the ability to grow. Additionally, the
sales from Canadian operations accounted for only 10% of
the company’s total revenue, but the level of IT support
required to maintain the Canadian instance was virtually
equivalent to that required to maintain the US instance.
It made very little sense for 10% of the revenue to be
burdened by the cost structure of an entire EBS instance.
Project Planning and RoadmapThe consolidation project was done in three stages. The first
stage started involved running eprentise Metadata Analysis
to discover the scope of the project and identify the rules
that needed to be created by eprentise Consolidation
software. The second stage of the project moved all of the
data, including history, from the Canadian instance into
the US instance. The third phase of the project focused on
standardizing all configurations, resolving duplicates, and
restructuring operating units and inventory orgs to allow the
business to leverage suppliers, execute common business
processes, and do business as a truly global enterprise.
ResultsBy using eprentise Software to consolidate two regional
instances to a single, global instance, the company saved
millions of dollars and months of project time compared to a
similar company’s alternative approach of hiring consultants
to do a manual data migration.
Automotive Parts Supplier Consolidates Regional Production Instancesof Oracle E-Business Suite to Achieve Consistent Business Processesand Reduce Maintenance and License Fees
By Natalia Warren and Chris Busbee, eprentise
“IT wanted to consolidate because of
the reduced hardware footprint, reduced
maintenance, and reduced support across
all areas, but it wasn’t until the stakeholders
saw a direct business benefit that we finally
received approval.”
15
Major benefits included:
• ReductioninITcostsfromdecreasedITfootprint
n Elimination of duplicate efforts across various teams
n Single project for fixes, enhancements, patches, project work, and upgrades
n Consistent support for development, test, project, and production instances
n Elimination of duplicate integrations and interfaces
n Reduced testing during patches and upgrades
n Elimination of duplicate Disaster Recovery environment
n Reduction in hardware costs
• OperationofSharedServicesforfinancialprocessing
• Expandedfunctionalitywithoutincreasingheadcount
n New modules, new third-party applications expanded to cover all operations without additional license fees
• Efficientandeffectivedecisionmakingwithtimelyandreliablefact-basedinformationforboththeUSandCanada
n Access to a single version of the truth from a single system of record
n A central repository for all customer and supplier information
n ConsolidatedFinancial,HR,andSupplyChaindata
n Forced data standardization simplified the period-close and reporting process
n Improved consolidated reporting
n Enhanced global operations
• Agilitytoadoptnewtechnologiesandundertakenewbusinessinitiatives
• Significantsavingsoverreimplementationalternativeinbothtimeandcost
• Retentionofallhistory
While the auto parts supplier has future plans to upgrade to Oracle E-Business Suite Release 12, they are confident that
using eprentise Consolidation software to consolidate instances has prepared them for the smoothest possible upgrade
plan, allowing them to perform the upgrade to R12 a single time.
What does it cost you to run your business on E-Business Suite as it grows or changes? Visit www.eprentise.com to learn
how to reduce costs and improve value with an agile, single-instance global enterprise that leverages the features of R12.
2010-2011 Edition
E-Business SuiteAT&T
Bottomline Technologies
Chain-Sys
CM Mitchell Consulting
Colibri Limited Company
eprentise
Excel4apps
Informatica
IT Convergence
KBACE
Kofax
Lumigent Technologies, Inc.
Mercury Technology Group
More4Apps
NaviSite
Noetix
OneNeck IT Services
Project Partners
ReadSoft
Red River Solutions
Rolta TUSC
SmartDog Services
Solix Technologies
Solution Beacon
TAKE Supply Chain
Talent Technology Corporation
TurnKey Solutions
Unitask
Vertex, Inc.
XTglobal
PeopleSoft EnterpriseAT&T
Informatica
Maverick Solutions
NaviSite
Noetix
OneNeck IT Services
ReadSoft
Talent Technology Corporation
TurnKey Solutions
Vertex, Inc.
Siebel CRM/OBIEECM Mitchell Consulting
Informatica
Maverick Solutions
Noetix
Teradata
XTglobal
Fusion MiddlewareCM Mitchell Consulting
Innowave Technology
Kofax
Maverick Solutions
Rolta TUSC
Solution Beacon
AgileColibri Limited Company
PrimaveraProject Partners
HyperionOneNeck IT Services
Red River Solutions
Rolta TUSC
Solution Beacon
Teradata
OtherCM Mitchell Consulting
Informatica
More4Apps
ReadSoft
Solution Beacon
Talent Technology Corporation
Product Families
16
Company
Listings section
beginning on
page 20
Services
ConsultingCM Mitchell Consulting
Colibri Limited Company
Innowave Technology
IT Convergence
Maverick Solutions
Red River Solutions
Rolta TUSC
Solution Beacon
TurnKey Solutions
Vertex, Inc.
ImplementationChain-Sys
Kofax
Project Partners
Red River Solutions
Rolta TUSC
Solution Beacon
XTglobal
Hosting ServicesAT&T
IT Convergence
Mercury Technology Group
NaviSite
OneNeck IT Services
Managed ServicesAT&T
Colibri Limited Company
IT Convergence
NaviSite
OneNeck IT Services
Rolta TUSC
SmartDog Services
Solix Technologies
TurnKey Solutions
XTglobal
Systems IntegrationCM Mitchell Consulting
More4Apps
Project Partners
Rolta TUSC
Solution Beacon
TrainingIT Convergence
Maverick Solutions
Solution Beacon
HardwareTeradata
SoftwareBottomline Technologies
CM Mitchell Consulting
eprentise
Excel4apps
Kofax
Lumigent Technologies, Inc.
Noetix
Project Partners
ReadSoft
TAKE Supply Chain
Teradata
Unitask
Vertex, Inc.
OtherCM Mitchell Consulting
OneNeck IT Services
Talent Technology Corporation
172010-2011 Edition
Company
Listings section
beginning on
page 20
Enterprise Performance Managementeprentise
Excel4apps
IT Convergence
Noetix
Red River Solutions
Rolta TUSC
SmartDog Services
Solution Beacon
Teradata
Business Process OutsourcingIT Convergence
Red River Solutions
XTglobal
Customer Relationship ManagementCM Mitchell Consulting
XTglobal
Financials ManagementAT&T
Bottomline Technologies
CM Mitchell Consulting
Colibri Limited Company
eprentise
Innowave Technology
IT Convergence
Kofax
Maverick Solutions
NaviSite
ReadSoft
Rolta TUSC
Solution Beacon
Teradata
TurnKey Solutions
Vertex, Inc.
Governance, Risk and ComplianceCM Mitchell Consulting
eprentise
Informatica
Lumigent Technologies, Inc.
Rolta TUSC
Solix Technologies
Vertex, Inc.
Human Capital ManagementAT&T
IT Convergence
KBACE
Maverick Solutions
NaviSite
Solution Beacon
Talent Technology Corporation
TurnKey Solutions
Master Data ManagementChain-Sys
eprentise
Informatica
On DemandOneNeck IT Services
ProcurementKofax
Project and ManagementOneNeck IT Services
Supply Chain ManagementColibri Limited Company
ReadSoft
Rolta TUSC
Solution Beacon
TAKE Supply Chain
Application Information Lifecycle ManagementInformatica
Project Portfolio ManagementProject Partners
OtherCM Mitchell Consulting
Informatica
Mercury Technology Group
More4Apps
OneNeck IT Services
ReadSoft
Talent Technology Corporation
Solution Areas
18
Company
Listings section
beginning on
page 20
AT&TSales Contact: Sales888.245.7874 www.att.com/oracle
AT&T’s Hosting & Application Services combines the power of AT&T’s network, hosting capabilities, and application
services expertise. With 600+ hosted and managed instances, AT&T delivers implementation and support services for the
completesuiteofOracleapplications,including:Oracle,PeopleSoft,Hyperion,andSiebel.
Bottomline TechnologiesSales Contact: Rick Bell325 Corporate DrivePortsmouth,NH03801info@bottomline.com800.472.1321www.bottomline.com
Bottomline Technologies provides collaborative payment, invoice and document automation solutions to
corporations and financial institutions around the world. Our solutions are used to streamline and manage
processes involving payments, global cash management, transactional documents and invoice approval.
HeadquarteredintheUnitedStates,BottomlinealsomaintainsofficesinEuropeandAsia-Pacific.
Chain-SysSales Contact: Austin Davis325 S. Clinton Street | Suite 205Grand Ledge, MI 48837austin@chain-sys.com517.627.1173 x 202www.chain-sys.com
appLOAD™ data loading into EBS for initial conversions and regular data maintenance, available in traditional and SaaS
models. Reliable and Scalable server based solution and not driven by excel macros. appMIGRATE™ provides easy data
migration into R12. 80% cost savings.
Company Listings
20
Company Listings
CM Mitchell ConsultingSales Contact: Jennifer Pippen1805 Shea Center Drive | Suite 240HighlandsRanch,CO80129jennifer.pippen@cm-mitchell.com303.526.2796www.cm-mitchell.com
CMMC specializes in designing, developing and deploying enterprise level strategies related to Enterprise Content
Management and Oracle E-Business Suite solutions. CMMC’s patent pending DocSavi™ middleware solution is an Oracle
Validated Product which leverages Oracle’s standard API’s to provide a light footprint integration between any Oracle
E-Business Suite module and document management systems. CMMC is a certified partner and authorized reseller of
Oracle, IBM FileNet, Kofax, AnyDoc, Fujitsu and WeWebU products. We provide professional services, integrations and
document management life-cycle solutions.
Colibri Limited CompanySales Contact: Jimmy Jones419ECrossvilleRoad|Suite102Roswell, GA 30075 jjones@colibrilimited.com678.352.1001www.colibrilimited.com
Colibri provides highly skilled, professional resources to assist clients in fully leveraging Oracle Applications functionality
and improving their Database operations. We specialize in delivering and managing Oracle e-Business Suite solutions as
well as remote and on-site DBA and development services.
eprentiseSales Contact: Skip Straus8815 Conroy Windermere Road | Suite 302Orlando, FL 32835 sstraus@eprentise.com408.549.1374www.eprentise.com
eprentise provides an alternative to reimplementation through Transformation Software for E-Business Suite. eprentise
software consolidates EBS instances and changes any existing setups including all flexfields, charts of accounts, or
calendars, and moves or consolidates legal entities, business groups, inventory organizations, and operating units. Results
are reduced costs, increased efficiencies, and the ability to adapt to changing business requirements. The company’s
flagship product, FlexField®, is the only software product in the market to change a chart of accounts quickly and easily.
212010-2011 Edition
Company Listings
22
Excel4appsSales Contact: Scott Stollwerk8384 Six Forks RoadRaleigh, NC 27615scott.stollwerk@excel4apps.comwww.excel4apps.com
Excel4apps is a provider of best-in-class Excel based reporting and budget loading software for Oracle. All products are
available for immediate download and free trial, installing in minutes with no data warehouse and no additional hardware,
setup or security configuration needed.
InformaticaSales Contact: Megan Hines100 Cardinal WayRedwoodCity,CA94063mhines@informatica.com212.262.2465www.informatica.com
Informatica is the world’s number one independent leader in data integration software. With Informatica, organizations
around the world gain a competitive advantage in today’s global information economy with timely, relevant and trustworthy
data for their top business imperatives. Informatica delivers a comprehensive, unified, open and economical software
platform to reduce IT costs and expedite the time to address data integration needs of varying complexity and scale. The
Informatica Platform supports all aspects of the data integration life cycle.
Innowave TechnologySales Contact: Mike Adams2151 Michelson Drive | #230Irvine,CA92612madams@innowavetech.com949.223.6425www.innowavetech.com
Innowave Technology is an information architecture consultancy leveraging industry-leading applications and technology
to improve business processes, increase agility, simplify enterprise integration, and reduce the overall cost of your Oracle
investment. We provide unique solutions using Oracle Applications and Technology.
Validated Integration
Oracle Applications
Company Listings
23
IT ConvergenceSales Contact: Brian Koh450 Sansome Street | 13th FloorSanFrancisco,CA94111bkoh@itconvergence.com1.800.675.0032www.itconvergence.com
IT Convergence is the premier, global provider of Oracle E-Business Suite, Fusion Middleware, and Database solutions.
Our mission is to improve business processes through better use of technology. We do that by offering consulting, hosting,
support, education, and development services through our offices in North America, India, China, and Latin America
enablingourclientstoimprovebusinessperformance,wherevertheyareintheglobe.Since1998,ITConvergencehas
successfully partnered with 600 companies in over 50 countries.
KBACESales Contact: Steve Huebner6 Trafalgar SquareNashua,NH03063shuebner@kbace.com603.821.7000www.kbace.com
With an unwavering commitment to success, KBACE enables clients to be productive from day one by maintaining multiple
lines of business dedicated to the Oracle® E-Business Suite: Professional Services, Education, Advanced Technology,
Analytics,SupportServices,andhosted,HCMSolutionswithFlexibleBusinessProcessOutsourcing.
KofaxSales Contact: Mark Golden15211 Laguna Canyon RoadIrvine,CA92618mark.golden@kofax.com949.727.1733www.kofax.com
Kofax is the leading provider of document driven business process automation solutions that streamline the flow of
information throughout an organization, by managing the capture, transformation and exchange of critical information in
a more accurate, timely and cost effective manner.
2010-2011 Edition
Validated Integration
Oracle Applications
Company Listings
24
Lumigent Technologies, Inc.Sales Contact: Paul Stoffer289GreatRoad|2ndFloorActon, MA 01720paul.stoffer@lumigent.com978.206.3627www.lumigent.com
Lumigent mitigates business risk, monitors for errors and fraud, and reduces the total cost of compliance by continuously
monitoring and ensuring the integrity of application controls and data that drive critical business processes such as
financial reporting, order-to-cash, and procure-to-pay.
Maverick SolutionsSales Contact: Fred Von Canon8521 Six Forks RoadForum II, Suite 108Raleigh, NC 27615fvoncanon@mavericksolutions.net919.844.2000www.mavericksolutions.net
Maverick Solutions offers technical and functional training for Oracle E-Business Suite and PeopleSoft, as well as for
OBIEE, SOA, Fusion Middleware, and the Oracle database. Our pricing, flexibility, and quality set us apart.
Call 866.Maverick and let’s talk about training!
Mercury Technology GroupSales Contact: Marc Schissler111 Pacifica Avenue | Suite 100Irvine,CA92618marc.schissler@mercurytechnology.com866.417.0260 x2www.mercurytechnology.com
Mercury Technology Group’s Oracle Applications Online service is a fully outsourced solution that provides all the
featuresandcapabilitiesofOracleE-BusinessSuite,butdeliveredasaHostedApplicationviaMercury’sEnterpriseCloud
Infrastructure at a price you can afford.
Company Listings
25
More4AppsSales Contact: Sales11400 W. Olympic Boulevard | Suite 200LosAngeles,CA90064usasales@more4apps.com+1 (0)310.445.8853www.more4apps.com
More4Apps is a global data integration software provider.
More4Apps offers the broadest selection of Excel-based data integration products to process information with superior
speed and accuracy. This provides more reliable, timely data delivery for users of the Oracle E-Business Suite who are
looking for the best user experience available.
NaviSiteSales Contact: Brady Reiter400 Minutemen RoadAndover, MA 01810breiter@navisite.com678.919.7752www.navisite.com
NaviSite is a leading provider of enterprise-class cloud-enabled hosting and managed applications services. The Company
offers a full suite of managed services for enterprises looking to outsource IT infrastructures and reduce capital and
operational costs. NaviSite is Oracle Certified Advantage Partner.
NoetixSales Contact: Sales5010 148th Avenue NE | Suite 100Redmond,WA98052sales@noetix.com425.372.2699,Toll-free866-4NOETIXwww.noetix.com
Noetix provides instant operational reporting and packaged analytics for Oracle Applications. Our patented metadata-
driven software and lean architecture deliver the lowest cost BI solution to acquire, implement, and maintain. Noetix uses
innovative technology to quickly eliminate the costly manual mapping efforts required to set up an enterprise reporting
environment. Easy search and navigation capability allows users to create ad hoc reports and answer their own questions
without help from IT. More than 1,400 customers use Noetix everyday to gain insight into their organization.
2010-2011 Edition
Company Listings
26
OneNeck IT ServicesSales Contact: Sales5301 N. Pima Road | Suite 100Scottsdale, AZ 85250info@OneNeck.com480.315.3000www.OneNeck.com
OneNeck IT Services is a leading hosting and managed services provider to mid-market companies. OneNeck supports a
variety of ERP applications and offers a wide range of services including application, database and network management,
data center management, 24/7 customer support, disaster recovery and desktop support.
Project PartnersSales Contact: Michael Zwain 520 Purissima StreetHalfMoonBay,CA94019mzwain@projectp.com973.822.2715www.ProjectP.com
Project Partners provides expert Project Portfolio Management services, and software products that extend Oracle
and Primavera applications to meet the needs of project-driven firms. An Oracle Platinum Partner, Project Partners has
executed global PPM projects for over 300 firms.
ReadSoftSales Contact: Emily Gelpi3838 Causeway Boulevard Lakeway III | Suite 2400Metairie, LA 70002oracle@readsoft.com www.readsoft.com
Achieve fast, cost-efficient document processing with Oracle-certified solutions from ReadSoft. Graco, Energizer and
6,500 other organizations trust ReadSoft to optimize purchase-to-pay, order-to-cash and enterprise capture processes.
Experience the ReadSoft Effect and maximize cash flow while overcoming repetitive, labor-intensive tasks.
Company Listings
27
Red River SolutionsSales Contact: Michael D. Stewart14800 Quorum Drive | Suite 325Dallas, TX 75254michael.stewart@redriversolutions.com972.715.6103www.redriversolutions.com/redriver
Red River Solutions is a full range solution provider utilizing a network of unparalleled, and experienced talent. We offer
end-to-end assessments of our client’s business processes, and find customized business and technology solutions that
quickly drive measurable results.
Rolta TUSCSales Contact: Eric Noelke333ButterfieldRoad|Suite900Lombard, IL 60148 noelkee@tusc.com630.960.2909www.tusc.com
Rolta TUSC is an experienced and knowledgeable IT partner that provides assessment, implementation, and ongoing
support services for mission-critical IT and business systems. In 2008, we underwent several acquisitions and a consolidation
of our Oracle and Business consulting practices, forming a cohesive quilt of services for the challenging times ahead. With
more than twenty years of experience creating and optimizing large-scale IT applications and infrastructure, Rolta TUSC
has the proven expertise required to help clients achieve their business goals through technology.
SmartDog ServicesSales Contact: Robert Specchio7004 Bee Cave Road | Building 3, Suite 100Austin, TX 78746sales@smartdogservices.com800.309.1213www.smartdogservices.com
SmartDog Services provides on-command Oracle expertise to customers who run the Oracle Technical Stack and eBusiness
Suite. SmartDog’s zero dollar approach is a straightforward, no commitment business model that provides flexible, cost-
effective Oracle expertise to customers in as little as fifteen minute increments. Our mission is to be your advocate in the
Oracle community – your “friend in the business.”
2010-2011 Edition
The Orac le Cus tomer ’s Bes t F r iend
Company Listings
28
Solix TechnologiesSales Contact: Akshay Kumar4500 Great America Parkway | Suite 120SantaClara,CA95054akshay.kumar@solix.com408.654.6413www.solix.com
Solix Technologies, Inc. is a leading provider of enterprise data management solutions that help businesses to improve
application performance, reduce storage costs, meet compliance and data privacy requirements.
Solution BeaconSales Contact: Sales 14419GreenwoodAvenueN|#332Seattle,WA98133sales@solutionbeacon.com888.603.9243www.solutionbeacon.com
Since 2001, Solution Beacon has been helping companies solve problems by providing solutions that maximize business
potential. With technical and functional expertise spans the entire EBS footprint, we help companies utilize Oracle
systems to solve the most complex enterprise wide issues. We are R12 experts; recognized for knowledge sharing with
OAUG presentations, our published books, and our public vision instance helping thousands of Oracle users to enhance
their understanding of Oracle.
TAKE Supply ChainSales Contact: Dawn Kovach6805CapitalofTexasHighway|Suite370Austin, TX 78731dawn.kovach@takesupplychain.com512.735.4242www.takesupplychain.com
TAKE Supply Chain’s real-time supply chain execution solutions improve the speed, visibility, and control of extended
manufacturinganddistributionsupplychains.Since1994,TAKEhasassisted320+clientsinautomatingandcontrolling
process execution within their extended supply networks.
Validated Integration
Oracle Applications
Company Listings
29
Talent Technology CorporationSales Contact: Jennifer Watkiss300–10991ShellbridgeWayRichmond, BC V6X 3C6Canadainfo@talenttech.com866.747.3375www.talenttech.com
TalentTechnologyprovidesrecruitingsoftwareforcorporateHRdepartments.ResumeMirror™istheonlyresumeparsing
and extraction solution with Oracle-validated integration to Oracle iRecruitment & PeopleSoft TAM. Our Extraction,
Search and Job Posting technologies are offered as add-on modules to ERP recruiting solutions.
TeradataSales Contact: Todd Cannaday2835 Miami Village Drive Miamisburg,OH45342todd.cannaday@teradata.com+1 866.548.8348www.teradata.com
Teradata is an Oracle Certified Partner focused on OBI and ODI, and a leader in enterprise data warehousing. The
combination of OBIEE Plus, OBI Applications, Essbase, and ODI with the EDW helps companies make better, faster
decisions that drive growth.
TurnKey SolutionsSales Contact: Carnig Izmirian621 17th Street | Suite 1320Denver,CO80293cizmirian@turnkeysolutions.com 866.366.2369x102www.turnkeysolutions.com
TurnKey Solutions provides Enterprise-level, functional and performance testing products and services for Oracle ERP,
CRM and custom applications. Our wide range of automated and outsourced Quality Management solutions is designed
to meet the diverse needs of clients and industries worldwide.
2010-2011 Edition
Enterprise Software Quality... Accelerated
Company Listings
30
UnitaskSales Contact: Sales7 W. Square Lake Road | Suite 112BloomfieldHills,MI48302sales@unitask.com866.Unitaskwww.unitask.com
OAUG Star Partner Unitask is committed to helping organizations implement, maintain, and run Oracle E-Business Suite
by enabling a print from anywhere, to anywhere environment and by managing and deploying system changes while
reducing error. Find more information at www.unitask.com.
Vertex, Inc.Sales Contact: Dave Homiak1041 Old Cassatt Road Berwyn,PA19312dave.homiak@vertexinc.com610.651.5361www.vertexinc.com
Vertex, the leading provider of global tax technology solutions, brings over 30 years of experience to the Oracle
community. Vertex provides transaction and income tax solutions that streamline compliance processes and provide data
management capabilities for Oracle, PeopleSoft and JD Edwards users.
XTglobalSales Contact: Chad Clifford18170 Dallas Parkway | Suite 201Dallas, TX 75287chad@xtglobal.com972.755.1810www.xtglobal.com
XTglobal, an Oracle Platinum Partner, specializes in implementation and upgrades of Oracle E-Business Suite 11i/12,
OBIEE,SiebelCRM,SiebelCRMondemand,andHyperionsuiteofapplicationsandprovides24/7OracleDBAservices
through its onsite/offshore and/or remote shared services.
Validated Integration
Oracle Applications