a universally accepted truth?doc.housing.org.uk.s3.amazonaws.com/presentations/bc1... ·...
TRANSCRIPT
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Integration is good
A universally accepted truth?
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ERP - The ultimate IS integration
Dream or nightmare
An arm & a leg or 2 of each
Elimination of data duplication
Single view of the truth
Optimised business process
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Current reality
Costs have reduced
Different entry options
Faster implementation
Hosted options
But ...
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Organisational fit still key
Differentiated or Integrated
Feudal or Federal
Single view of the truth a genuinely shared aspiration
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Helping Housing Organisations Grow November 20th 2012
Ian Chavasse Oracle
Clive Wells Oracle
Helen Robertson Claremont
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The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making a purchasing decision. The
development, release, and timing of any features
or functionality described for Oracle’s products
remains at the sole discretion of Oracle.
Safe Harbor Statement
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Agenda
• Challenges for housing organisations
• Benefits of an integrated applications approach
• Summary and Q&A
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Challenges and Trends
• Limited availability of Finance from traditional sources
• Banks - credibility of organisation and especially finance function
• HCA - qualification criteria becoming more arduous
• Local Authorities - increased expectations incl. value for money
• Personalisation (‘Customer at the Centre’)
• Move to a customer-centric approach
• Give more control to people who actually use the service
• Increased focus on providing best service and marketing to customer base
• Modernisation including working practices and IT
• Legacy and non integrated IT infrastructure / platforms not delivering value
• Lack of focus on best-practice processes e.g. Procure to Pay
• Tactical rather than strategic view of IT
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IT Simplification Vision
Implement common processes across organisation
Minimise the number of business applications to aid growth, flexibility and efficiency
Gain greater control over your data and management information
Increase commonality of your technical skills set
One common user interface to increase users’ capability and efficiency
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CEO Survey How They See Their Organisation Now & In The Future
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Are you positioned for Growth?
£
Time
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Agenda
• Challenges for housing organisations
• Benefits of an integrated applications approach
• Summary and Q&A
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Picture the Year . . . .
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And the year was?
1990 And Gartner defined the term
‘Enterprise Resource Planning’ or ERP
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Property & Asset Mgt
Procurement
Planning, Budgeting & Whole Life Costing
Service Clients
Typical Housing Application Needs
Projects & Developments
Data Quality
Payroll & HCM
Financial
Mgmt & Reporting
Facilities Management & Service
Cash & Bank
Care Services Asset Register
Billing & Collections
Payables
16
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Property & Asset Mgt
Procurement
Planning, Budgeting & Whole Life Costing
Service Clients
Billing & Collections
How Oracle Meets Those Needs?
General Ledger
Purchasing
Receivables
Projects & Developments
Data Quality MasterDMgt
EDQ
Payroll & HCM Financial
Mgmt & Reporting Payables
Payables
Facilities Management & Service
Project Costing, Billing, Mgmt
PY, iExp
SSHR, T&L
Learning, etc
Property Management
Cash Management
& Treasury
Teleservice
Service Contracts Field Service Scheduling
Contracts, Sourcing, Supplier
Portal
Care Services Health Management Asset
Register
Fixed Assets
17
Cash & Bank
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Deployment Options
SaaS @Oracle @Customer
On Premise
Oracle Customer
Oracle
Oracle
Oracle
Oracle
Oracle
Oracle
Oracle
Oracle
Software License
Software Mgmt
Infra Mgmt
Datacenter
Connect to the Cloud the way you want.
Cloud Services
• One solution, multiple deployment options • Switch between deployments
Lower Cost
Of Ownership
Customer
Customer
Customer
Customer Customer
Customer
Customer
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CRM Reference
Benefits – Internal
• Single source of customer data
• High user adoption
• Significant improvement in data quality
• A dozen key systems / databases retired
• More efficient call centre – idle time and transfer times
• Customer intelligence and insight
• Transparent sales process
• Flexibility to respond to new opportunities
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CRM Reference
Benefits – Customer
• Increased customer satisfaction (from 75.1% to 99.0% in
year 1)
• Consistent user experience – all staff can see what’s
happening with service requests
• System encourages staff to think of customers as
people, not addresses
• Analysis of customer interactions is helping to plan
future service developments
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Dynamic legislation drives the need to automate
policies
Freedom of information is increasing the pressure from customers and citizens to
prove compliance with policies and standards
Budgetary pressures force
efficiencies
Costly IT projects and resource-intensive call centres are expected to innovate, and deliver more with less
Accountability requires
transparency
Security, geopolitical and financial events drive frequent legislative changes
and high expectations of enforcement
Making accurate and consistent decisions is difficult when finely
targeted policies are needed to deliver the best outcomes
Policy complexity is
growing
Legislative changes are accelerating
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Transform legislation and policy documents
into executable and maintainable business rules
– extend COTS to meet customers’ exact requirements
Deliver guided interview experiences using
modeled natural language policies,
e.g. for self-service
– very rapid ROI
Achieve complete consistency across delivery
channels using standard web services
architecture and pre-packaged integrations
What does Oracle Policy Automation do?
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Housing
Wait to re-apply Confirmed on Waiting List Housing selection Moving in
Handle the majority of applications online
Call Handling for more complex
cases
Housing Officers to handle House
allocation
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Social Care
£ Personal budget calculated Re- assess Services ordered and provided Longer -term care
Handle the majority of applications online
Call Handling for more complex
cases
Case Workers to concentrate on more
needy cases
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Clive Wells
Focus on ERP for Back-Office
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Today’s Enterprise Resource Planning
• Functionally deep/broad back-office footprint
• Extensive information capability
• Automation/efficiency – streamlined back-office processes
• Faster implementations with new methods
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Planning
Budgeting
Procurement
HR
Payroll
Financials
Treasury
Projects Asset
Management Open
Standards Technology
Platform
Today’s ERP
Information
Analytics
- Third-party systems
(CRM, Housing)
integration
-Pro/reactive
asset management
- Multiple data sources,
dashboards, KPIs
-Automated business processes
-Policy compliance
-Project/costs control
-Shortened budgeting cycle
-Procurement savings
-Regulatory compliance
-Workforce optimisation
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Leading-practice business processes
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Receiving
Record
Received
Services
Business Flow: Self-Service Requisition to Receipt
Record
Goods Receipt
Supplier
Sourcing
Requirements to
Agreement.
Expiring
Procurement
Contract to Renewal.
Project Expenditure
to Revenue
Recognition.
Purchase Orders
Authorize
Purchase
Orders
Issue a
Purchase
Order
Distribute
Purchase
Orders
Supplier Invoice to Payment
Project Expenditure to
Revenue Recognition.
Purchasing Manager
Buyer
Requester
Enterprise Roles
Manager
Requisitions
Authorize
Requisitions
Manage
Requisitions
No
Yes Receive
Goods/
Services?
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Payables
Supplier Invoices
Modify
Existing
Invoice
Distributions
Manage
Supplier
Invoices
Resolve
Supplier
Invoice Holds
Process
Supplier
Credit Memos
Issue
Payments
Receipt to Assets.
Project Expenditure to
Revenue Recognition.
Bank Statement to Cash
Reconciliation.
Subledger Journals to Post
Manage
Prepayments
Self Service
Requisition to
Receipt.
Project
Expenditure to
Revenue
Recognition.
Approve
Supplier
Invoices
Net
AP/AR
Accounts
Enterprise Roles
Payables Clerk
Accountant
Business Flow: Supplier Invoice to Payment
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Example ERP – Project Management
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Example Analytics – Spend
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ERP Implementations – New, Faster Methods
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ERP Project Lifecycle – Accelerated Method
TECHNICAL ACTIVITIES: HARDWARE, NETWORK, SOFTWARE INSTALL, ETC
DELIVERY PRE-SALE
Scope Confirmation
Contracts
Personalise/Configure
Baseline
Interfaces ,Conversion, Reports
Additional Functionality
Testing/CRP2
Training & Transition
Preparation
Post Accelerator
Activity
Go Live
21 -28Days Average
AR
EA
OF
MA
XIM
UM
IM
PA
CT
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In Summary
• ERP is now mature, proven and predictable
• Potential benefits are attractive
• Cost savings
• Efficiencies
• Information
• Modern implementation methods = fast ROI
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Helen Robertson
Focus on ERP for Maintenance
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Debrief Task
Resolution
Capture Customer / Asset Issue
Allocate Engineer
Enterprise Solutions in Housing
Legacy Financials
Legacy CRM
Web Portal / Internet / Telephone Mobile Device / Citrix
Legacy Purchasing
Technology Stack
Core Data Set
Asset Maintenance Management
Internet Support
Maint. Call Centre
Field Engineers
GIS tools SLA /
Contracts Surveys / Registers
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Enterprise Solutions in Housing
Technology Stack & Reporting
Financials
P2P Project Lifecycle Management
Inventory HCM / Payroll Order 2 Cash
Web Portal / Internet / Telephone / Mobile Device / Citrix
Asset Management
Internet Support Call Centre
Support Field Service
Mobile Field Service
SLA / Contracts Surveys / Registers
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Agenda
• Challenges for housing organisations
• Benefits of an integrated applications approach
• Summary and Q&A
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In Summary
• Incremental
• Co-existing
• Breadth and depth of offering
• Led by benefits and best practices
• Options for deployment
• Demonstrable expertise and knowledge within
Housing, Construction & wider Public Sector
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