Post on 22-Jul-2018
© Copyright 2013. Apps Associates LLC. 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.
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Agenda
• OBIA/PSFT Overview
• OBI for Osmose
• The Osmose Implementation
• Apps Associates Company Profile
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OBIA for JDE
Oracle BI Apps 7.9.6.4 provides ETL mappings for:
• PeopleSoft 8.9 and above
– Financials
– Procure and Spend
– HR
– Projects
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Source Specific
JDE
EBS
Universal Staging
Warehouse Tables AS400 Excel
FIN and SCOM
PO
Most Modules
OBIA E, T, L Custom Extract (E)
Universal Adaptors Predefined File Format
Custom: Extract Transformation Load
How to Customize OBIA
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Out of the Box Format Customized Format
‘Business Useful’ Balance Sheet
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Time Product
Customers
Organization Plant
Trans type Status
Account
AR Fact
EBS
PSFT
Profitability= Revenue- mtl Cost
Custom Logic Profitability=Revenue-mtl cost-marketing cost-training cost
Sources
Customization: Metric Definition
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Time Product
Customers
Organization Plant
Trans type Status
Account
AR Fact
EBS
PSFT
Customized ETL to load the extra columns
Sources
Custom Columns added to AR invoice tables
Customization: Custom Columns
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•Users busy with routine work and no bandwidth for OBI
•OBI given very low priority
•High data volume
•Users with limited/little exposure to warehousing
• IT team with limited exposure to BI
•No existing reports to validate BI against
•No enterprise reporting standard
•Decision makers not involved with the BI Projects
Challenges with OBIA Implementation
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• Steering committee
• User schedules
— Extra help for project team members
• Production downtime for cutoff
• Business process changes
— Period closing
• New functionalities
— Hierarchies
OBI Implementation Planning
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• Standardizing enterprise reporting
• AWS or other hosting services
• Security
• What should be delivered
• Project Approach
OBI Implementation Planning
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• Provides products/services in Wood Preservation and Utility &
Railroad Services Asset Management
• Owns subsidiaries in over 20 countries
• Has IT information stored on over 7 separate network systems
Client Company Profile
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• Data stored on separate network systems/platforms • No easy access to information • No visibility to supporting details of the reports • Key resources investing a lot of time preparing financial reports • Manual process to consolidate reports from different entities • Monthly period closing taking a long time • Each department with its own reporting format (20 + 6 PnL formats) • LOB not part of GL Code String, Reporting by company, by depart, by LOB • Different chart of accounts used • Definitions of Income Statements changing over time • Difficulties to maintain reports when business requirements change
Business Drivers for OBI
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• PeopleSoft/SQL Server (US and CAN)
— Used by US HQ and Canada
— Stores GL, AP, AR, HR, SC
— Used Wall Street Journal for currency services
• IFS/Oracle (UK and 11 other countries)
— Used by UK and 11 other countries
— Stores GL, AP, AR
— Used Financial World for currency services
• AS400 (Mainframe) (US entity)
— Used by one of the companies in the US
— US operations only
• Others (AUS/NZ/Chile/Brazil )
The Source Systems
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US1/CA
EuropeAsia
Africa
Falcon
AUS NZ
Europe1
Enterprise Reporting
Chile Brazil PeopleSoft
IFS
Europe 2
US2
US3
AS/400
Hard copy
Excel Excel
Excel
Excel Excel
Excel
Excel
Reporting Without BI
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US1/CA
EuropeAsia
Africa
Chile Brazil
Europe1
NZ
AUS
PeopleSoft IFS
Europe 2
US2
US3
AS/400
Interface D
irec
t C
on
nec
tio
n
Excel Excel Excel
Dir
ect
Co
nn
ecti
on
AUS history NZ history PSFT live data IFS Live data AS/400 interfaced Rest Excel
Warehouse
Reporting With BI
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• Data from all sources stored in a central location
• No data left on spreadsheets • Unified reporting platform
— History and current — Relational and file based — Permanent and temporary
• Input to BI controlled by IT • Reporting logic transparent
• Easy access to intelligence information of the entire company
• Easy access to supporting details with drilldowns:
— from PnL to account details — From account to journals — From journals to AR/AP
• Review reports on iPhone/iPad while watching football games
• Issue resolution easier
Unified Reporting Platform
Easy Access to Information/Supporting Details
What is Achieved
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• Created a separate Business Unit to capture all intercompany entries
• Adopted a currency conversion service for all the entities worldwide
• Made period closing process more interactive and efficient
• Automated various high-level Management Reports, Consolidated Balance Sheet and Consolidated Income Statement
• Standardized reporting formats
• New departments added over time because of acquisitions
• New account group definitions added • Income statement layout changes over
time • Different reporting structures
—Balance sheet is company based — Income statement is
company/department based —Reporting by LOB also needed
Period Process Changes A Design for Change
What is Achieved
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• Global provider of business & technology consulting services
• Founded in 2002 – Consistent Growth
– 600 employees
– US, Europe, India, Oman
– 75 resources dedicated to BI
• Recognized as one of the fastest growing private US companies by Inc 500/5000 (four consecutive years)
Performance. Growth. Excellence.
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• Strategic Partnerships & Certifications
– Oracle Platinum Partner & BI Pillar Partner
– Oracle Specializations (BI, BI Foundation, EBS, SOA & Database)
– Amazon Web Services Advanced Consulting Certified
– CMMI Level 3 Certification (March, 2013)
• Flexible & Cost Effective Global Delivery Model
Performance. Growth. Excellence.
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• 7+ Years Oracle BI Experience • Oracle BI Pillar Partner
• Member Oracle BI Leadership Board • Selected for Oracle BI Product Development Program
Key BI Customers
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Web: www.appsassociates.com
Email: cuie.hu@appsassociates.com bill.saltys@appsassociates.com
ben.pastro@appsassociates.com
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