Features Lessons Learnt me
Transcript of Features Lessons Learnt me
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Oracle ApprovalsManagement (Approvals
Management Engine - AME)with iProcurement
Jan 17, 2007
Manoj DesaiDharmang Purohit
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2 2007 UBEX Corporation and TIBCO Software Inc. .
TIBCO Software Inc.
TIBCO Software Inc. is a leading business integration andprocess management software company that enables real-timebusiness.
With over 2,500 customers, TIBCO has given leadingorganizations around the world better awareness and agility
what TIBCO calls The Power of Now. TIBCO is recognized by top analysts for both market and
technological leadership in service-oriented architecture (SOA)and business process management (BPM) domains.
Visit www.tibco.com for more information
http://www.tibco.com/http://www.tibco.com/ -
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Presentation Objectives
Business Case
Feature Description
AME Components
Define Rule in AME
Terminology
Solution overview
Implementation steps
Benefits
Lessons learnt
Questions
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Business Case
Situation prior to AME implementation
Core purchasing approval structures within Oracle Purchasing based on:
Job
Department
Approval amount limits
Approval hierarchies maintained across 14 operating units.
Linear Employee/Supervisor approval hierarchy
Dummy job roles to facilitate budget review
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Business Case
Major pain points
Maintenance issues
No possibility for creating global structure
Approval hierarchies had to be maintained across 14 operating units
Exceptions to Employee-Supervisor hierarchy were not handledeasily
Approval cycle process issues Inefficient budget review process rejections require start from
scratch
Project objectives
Determine an approval structure to be maintained on a global basis
Improve budget review cycle time
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Business Case - ROI
Cost of NOT implementing AME
Manual data entry & testing to maintain 14 operating units 8 hours permonth
Data entry errors and recovery
Longer requisition approval turnaround time
Cost of implementing AME
Consulting - 70 person days
TIBCO internal 36 person days
Return
Manual data entry reduced by 95%
10% improvement in approval cycle time
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Feature Description
What is AME?
Oracle Approvals Management (AME) is a self-service Web applicationthat enables users to define business rules governing the process forapproving transactions in Oracle Applications (where AME has beenintegrated).
AME is tightly integrated with Oracle Workflow
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Define a rule in AME
Components of Rule are:
Attributes: requisition amount, department
Conditions: 5001
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Terminology
Pre approval group = A group comprising of finance analystsresponsible for budgetary approval (selected based on amount,department)
Chain of authority = The main approval group or employeesupervisor hierarchy
Post approval group = A post approval group which can approverequisitions after the initial chain of authority based onconditions (amount, department, etc.)
Job Level = Approval Authority level associated while defining ajob in Oracle HRMS
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Solution Overview - Global Purchase Requisition ApprovalHierarchy
Enter
Requisitionup to $1.5K
Line MgrApproval
Enter Requisition
Up to 25K
FinancialAnalyst *
DirectorApproval
Dept VP *
Line MgrApproval
Enter Requisition
Up to$50K
FinancialAnalyst *
CorporateController
CFO
Rule #1 Rule #4 Rule #5
Post approval group
Sr. Officer
Line MgrApproval
Mid MgrApproval
Enter
RequisitionUp to $5K
Rule #2
Line MgrApproval
Mid MgrApproval
Enter
RequisitionUp to $10K
Rule #3
FinancialAnalyst *
Sr MgrApproval
Chain of Authority
Pre approval
group
Sr MgrApproval
DirectorApproval
Mid MgrApproval
Sr MgrApproval
DirectorApproval
Dept VP *
Line MgrApproval
Mid Mgr
Approval
Sr MgrApproval
CorporateController
Defined inAME
Defined inAME
Job Lvl 3
Job Lvl 4
Job Lvl 5
Job Lvl 6
Job Lvl 7
Job Lvl 8
O
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H
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Implementation Steps
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Benefits
AME helps you maintain your business logic associated with approvaltransactions globally from single window
Lets you cut down approval related workflow customizations, hencereducing the cost of ownership
Helps you leverage common expenditure policies across modules, thusconsolidating your approval policy requirements
Any transaction is assured to be approved under the latest conditions,regardless of organizational changes, currency fluctuations ortransaction data
Built-in testing utility to check the correctness of setup performed forboth real-time and test transactions, hence reduces the need forelaborate testing cycles
Intangible benefits derived from solution design Reduced requisition approval turnaround times, thereby increasing the
efficiency of our procure-to-pay process
Increased visibility of spending traits upfront to management chain
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Lessons Learnt
A well defined purchasing expenditure matrix helps to establisha solid foundation for creating approval rules in AME
Gaps within employee-supervisor hierarchy with respect to joblevels can extensively affect desired functionality
It is always a safe practice to close down all in-process
requisitions before going live with AME implementation
Analyze the impact of your implementation with otherapplications already using AME and also with other applicationsusing employee-supervisor hierarchy for approvals
Identify your exception handling strategy upfront in case of anyerrors encountered during calculation of approvers by AME
Identify your requirements for segregation of duties aspect(SOX).
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Ubex Corporation
Ubex Corporation is a premier provider of end-to-end solutions based
on Oracle Applications
Ubex is an Oracle Certified Partner
UBEX Booth
Visit Booth # 14 today or www.ubex.com for more information
Enter for a chance to win Nintendo Wii !!!
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Q & As
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End
- Thank You -