Leveraging Packaged Analytics when Implementing your ERP

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Leveraging Packaged Analytics when Implementing Your ERP

Jon Given, Director – Oracle Financial Applications, Emtec Inc.


Agenda

Introduction

Solution Overview

Implementation Approach

TransUnion Case Study

Best Practices

2


Speaker

3

Jon GivenDirector – Oracle Financial Applications, Emtec

• 13 years of ERP and Reporting experience

• Solution Architect and Engagement Manager

across PeopleSoft, EBS and Oracle Cloud ERP

applications

• Background across Order to Cash, Procure to

Pay and Record to Report business processes

• (312) 216-6905

• [email protected]


Presentation Objectives

• Understand benefits of implementing analytics and ERP systems

together

• Best practices for implementation

• Data validation and testing strategies

4


Solution Overview


Solution Overview

•PeopleSoft 9.1

–Record to Report – PC / AM / GL

–Procure to Pay – PO / AP

–Order to Cash – OM / Pricing / BI / AR

•OBIA

–Financial Analytics

–Supply-Chain Analytics

–OBIEE / BIFS

6



•Blend two methodologies

–Waterfall for PeopleSoft

–Agile for OBIA

•Built plan alignment to accommodate both approaches

•Focused on complete solution by business process and

role instead of transactional system and / or reporting

system requirements

8


Implementation Approach - Design

•Reporting requirements gathered alongside transactional applications

–Report data and layout requirements

–Sources of data

–Audience

–Accessibility

–Timing

•Fit/Gap performed together

–Helped to identify gaps in delivered PeopleSoft transactional reporting which were met by OBIA

–Drove configuration decisions to support OBIA integration and reporting

9


Implementation Approach - Design

•Identify which application should be used for report delivery

–Both applications are capable of delivering similar reports

–Key is to identify which application is best suited to deliver that particular report or group of reports

–Be sure to consider your audience

•OBIA for

–Dashboards

–Management Reports

–Reporting across multiple segments, BUs, etc

–Summarization

•PeopleSoft Reporting for:

–Individual transactions or transactions within a single BU

–Transactional error investigation and handling

–Operational reports – Trial register, detailed Open AR

10


Implementation Approach - Development

•Add new integrations and sources of data to enrich

analytic reporting

–Hyperion Forecasting Data

•Brought in custom fields from PeopleSoft to enhance

reporting capabilities

•Aligned ERP and OBIA teams for development

11


Implementation Approach – Testing and Training

•System / Integration testing

–End-to-end testing cycles

–Master Data / Definitions

–Transactions from PeopleSoft to OBIA

•OBIA Data Validation

–Used for OBIA testing and UAT

–ERP Data conversion validation

–Requires assistance and oversight from both OBIA and ERP team

•Training

–Build by role, not by application

–Demonstrate and train how to execute by role

–Can include both PeopleSoft and OBIA training during the same course

12


TransUnion Case Study

Case Study: PeopleSoft and OBIA

Implementation


Business Objectives

•Standardize on a single, global transactional and

reporting platform

•Establish consistent business processes

•Provide common master data management across

disparate geographies

•Provide single source of truth across the organizations

•Provide summarized reporting to executive management

•Allow for detailed review and drill down capabilities

15


Geographic Scope

•United States

•Latin America and Mexico

•Canada

•South Africa

•Hong Kong

•India

16


Business Environment Challenges

•Transactional volumes

–Customers

–Price Rules

–Transactions

–Invoices

•Multiple languages

•Unified method needed to report master data

across geographies

17


Why Did TransUnion Follow This Approach?

•Ability to gather transactions, management and analytic reporting in a single phase

•Provide opportunity to identify which application should be best used to meet their needs

•Ensured transactional design and configuration would support reporting requirements

–Eliminated rework and regression testing of ERP system based on OBIA requirements

–Added custom fields to the customer record to meet Management Reporting requirements

•Data validation of reports helped to build confidence in application and ensured transactional system accuracy

•Testing phases included both ERP and BI to reduce regression testing effort

18


Best Practices

•Consider OBIA licensing early

•Allow for extra time for data validation

•OBIA Implementations allow for more Agile development

•Push transactional data through to OBIA to perform

dashboard and reporting demonstrations early

•Identify and commit to deployment dependencies and

timing between OBIA and ERP

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73%

YEARS

47serving clients

OUR COMPANY

500dedicated

associates17

over

years

BESTPLACES

TO WORK2012

TECHNOLOGYEMPOWERED

BUSINESSSOLUTIONS

“right size provider”

“client for life”

IndiaPune

Bangalore

USAIL, PA, NJ,

GA, VA, MN,

FL

CanadaToronto

Ottawa GLOBAL

DELIVERYOUR SERVICES

87% 14prior tier 1

consultancies

avg. years

experience

fulltime

employees

OUR PEOPLE

25+

OTHER

PARTNERS

- onshore

- offshore

- nearshore

- blended

managed services

Advisory Applications Cloud Analytics Infrastructure

strategy

governance

process

ERP, HCM, CRM,

app. development,

mobile solutions

applications

infrastructureenterprise reporting,

predictive analytics,

big data

service management

enterprise infrastructure

end user computing

Business and Technology Empowered


An Exciting Year For Emtec… And Or Clients!

Vertical Focus

• Strategy

• Enterprise

Solutioning

• Management

Consulting

• Line of Business

Expertise

Advisory Services Expansion

Services

GEO

Vertical

SMAC


Emtec Services Align Well with each stakeholder community

ENTERPRISESUITE

SALES & MARKETING

360 degree view of the customer

Sales force automation

Customer Service

Marketing Automation

Customer and Product Data

Management

BI / Analytics

HCM

Workforce Planning

HR Analytics

Talent Management

Employee Self-Service

Performance Management

Total Compensation

CFO

FINANCE

Budget & Planning

Financial Close Mgmt

Procure to Pay

SEC Reporting

Financial Analytics

Cash Management

OPERATIONS

Forecasting

Operational Analytics

ERP

Project Costing

TECHNOLOGY

Advisory Services

Application Development &

Maintenance services

Business Intelligence & Big

Data

Cloud Strategy and

Implementation

Independent Verification &

Validation

Infrastructure Services

Managed Services

IT Service Management

Procurement Services

Business Strategy

Managed Services & Outsourcing

Advisory Services

Analytics

Governance

POWERThe

of Emtec


THANK YOU FOR YOUR TIME

Please visit us online at www.emtecinc.com

THANK YOU FOR YOUR TIME

Please visit us online at www.emtecinc.com

http://www.emtecinc.com/

http://www.emtecinc.com/

Leveraging Packaged Analytics when Implementing your ERP

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