erp overview implementation methodology oracle’s ebs r12 – sarvesh srivastava tcs limited
TRANSCRIPT
ERP Overview Implementation Methodology Oracle’s EBS R12
– Sarvesh SrivastavaTCS Limited
April 21, 2023
Agenda
•ERP – Overview
•Architecture
•Functionality
•Methodology
•Oracle EBS R12 *
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Enterprise Resource PlanningDo we need it…
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Modern Businesses
General
Ledger
QBusiness Plan
Production Planning
Purchase
Accounts Payable
Design
Production
Receiving Inventory
Inventory
Order Booking
Shipping
Business Analysis
Fixed Assets
Costing
Accounts Receivabl
e
Shared Interactive& Inter-related
Info Base.
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Demands on the Industry…
Aggressive cost control initiatives
Need to analyze costs / revenues on a product or customer basis Flexibility to respond to changing business requirements
More informed management decision making
Changes in ways of doing business
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Evolution of Business System
InventoryControl
MRP
MRPII
ERP
ERP II
19601960
19701970
19801980
19901990
2000 2000
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Definition of ERP
ERP utilizes ERP software applications to improve
the performance of organizations resource planning, management control and
operational control. While the primary goal of ERP is to improve and streamline internal business processes,
CRM attempts to enhance the relationship with customers and SCM aims to facilitate the
collaboration between the organization, its suppliers, the manufacturers, the distributors
and the partners.
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What does ERP do?
Facilitates Company-wide integrated Information Systems covering all functional areas.
Performs core Corporate activities and increases customer service augmenting Corporate Image.
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Basic Five Reasons for Having ERP
Integrate Financial Information
Integrate customer order information
Standardize and speed up manufacturing processes
Reduce inventory
Standardize HR information
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Stakeholders in an ERP project
Sponsor
Consultants
Technology,Products, Updates,
Tools
Vendors
System Integrator
Implementers End Users
Product Knowledge,Best Business Practices
Product Knowledge,Process Knowledge,
Implementation Methodology,Tools Usage
Enterprise Vision & Goal, Process &
Workflow Knowledge,Infrastructure
Project Co-ordination,
Resolution of strategic issues, Knowledge in
Technology, Systems Knowledge
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ERP II – Leap towards future
ERP II is the iteration that adopts ERP to the Internet-
based world of today, and tomorrow, through changes in
functionality, Technology and architectureFunctionality - Deeper and more specific to industry domain requirement.
Technology - To Leverage the Internet for both inter-enterprise connectivity and unification of the end users experience.
Architecture - Allow easier integration & interoperability.
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Factors driving ERP II
User Disillusionment With Traditional ERP:
Traditional ERP’s technical focus on resource optimization and transaction processing is insufficient to support new inter enterprise-focused strategies for improving enterprise competitiveness. ERP II is emerging to address these needs.
The Emergence of the “Net-Liberated” Enterprise:
Businesses are transforming themselves from vertically integrated organizations into multi-enterprise recombinant entities executing core-competency-based strategies. This will render the vast majority of today’s ERP applications not only obsolete from an architectural standpoint, but also inadequate from a business relevance perspective.
Collaboration and the Rise of C-Commerce:
The “glue” of virtual enterprises and the emerging model for e-business is c-commerce. C-commerce is networked, technology-enabled collaboration motivated by commercial benefit. It requires systems that enable enterprises to share information and collaborate in communities of interest: requirements that will be met by ERP II.
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ERP II – Defined
ERP II is an application and deployment strategy that expands out from ERP functions to achieve integration of an enterprise’s key domain-specific, internal and external collaborative, operational and financial processes
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ERP II as Process Enabler
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Major ERP Products
Oracle ApplicationsOracle Applications
JD EdwardsJD Edwards
People SoftPeople Soft
SAPSAP
BaanBaan
MAPICSMAPICS
MFG/PROMFG/PRO
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Which ERP Product ?
Functionality - Specific EnvironmentFunctionality - Specific Environment
Functional Spread - Mfg./ Finance / Sales/ HR Functional Spread - Mfg./ Finance / Sales/ HR
Implementation Ease Implementation Ease
Ease of CustomizationEase of Customization
Product Support & UpgradeProduct Support & Upgrade
Future Technology Compatibility Future Technology Compatibility
Standard Open Standard Open InterfaceInterfaces (for integrating legacy systems)s (for integrating legacy systems)
Similar Reference SitesSimilar Reference Sites
Vendor Strength & StabilityVendor Strength & Stability
ROIROI
Global TrendGlobal Trend
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To summarize…
Optimum utilization of resourcesOptimum utilization of resources
Customer satisfactionCustomer satisfaction
Seamless integration between FunctionsSeamless integration between Functions
Reduced overheads & inventoryReduced overheads & inventory
Timely responsivenessTimely responsiveness
Market share & image enhancementMarket share & image enhancement
Faster design to manufacturabilityFaster design to manufacturability
Keep up with technology changesKeep up with technology changes
Integrated systems for a client with multiple locationsIntegrated systems for a client with multiple locations
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ERP Helps !!!
So, the BOTTOMLINE
is…
So, the BOTTOMLINE
is…
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An Introduction…
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The Architecture
Integrated, Yet Modular - An Integrated Suite
All Product,Customer,& SupplierInformation
All Product,Customer,& SupplierInformation
PlanPlan
OrderOrder
HRHR
FinanceFinance
SourceSource
SellSell
ServiceService
ProjectsProjects
ProcureProcure
MarketMarket
FulfillFulfill
MaintainMaintain
ManufactureManufacture
DevelopDevelopDevelopDevelop • Provide seamless integration between products
• Eliminate need for complex messaging and replication
• Perform enterprise-wide transactions
• Benefits increase as you add modules
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The Architecture
Integrated, Yet Modular Built on Open Standards
Program in Java or PL/SQL APIs and database interface tables Support for current and emerging standards
LDAP (Lightweight Directory Access Protocol)/single sign-onOAG – Open Applications GroupRosettaNet (Development and Deployment of Electronic Business Interfaces)SOAP (Simple Object Access Protocol)Web Services
Open portal access
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Legacy EnvironmentLegacy Environment
Vendor Y
Planning
Vendor Y
Planning
OracleFinanceOracle
FinanceVendor XHuman
Resources
Vendor XHuman
Resources
Vendor ZPurchasin
g
Vendor ZPurchasin
g
OracleMarketi
ng
OracleMarketi
ng
Open Applications Solution Enables you to:
• Leverage investment in existing technology
• Eliminate disparate systems as needed
The Architecture
Integrated, Yet Modular Built on Open Standards
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Built on a Common Data Model - Provide Single Version of the Truth
AssetAssetMaintenanceMaintenance
Project & Project & Contract MgmtContract Mgmt
PlanningPlanningHR &HR &FinanceFinance
PurchasingPurchasing
ManufacturingManufacturing
ProductProductDevelopmentDevelopment
CommonData Model
CommonData Model
Order Mgmt &Order Mgmt &WarehousingWarehousing
Sales & Sales & MarketingMarketing ServiceService
Single, complete data model
Store all information in a single database
Track all customer interactions
The Architecture
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The ArchitectureBuilt on a Common Data Model - Accessible Any Way, Anywhere
Common
DataModel
Common
DataModel
Executives
ProjectTeams
Corporate
Staff
Customer
Service
Mfg Personnel JavaJava
RF DeviceRF Device
ExcelExcel
PDPDAA
HTMHTMLL
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The ArchitectureRuns on a Single Global Instance Data Center Consolidation
o Eliminate IT costs associated with duplicate dataEliminate IT costs associated with duplicate datacenters, redundant hardware, multiple databasescenters, redundant hardware, multiple databases
o Reduce errors, simplify operations and speedReduce errors, simplify operations and speedtransaction time with a single copy of datatransaction time with a single copy of data
o Eliminate IT costs associated with duplicate dataEliminate IT costs associated with duplicate datacenters, redundant hardware, multiple databasescenters, redundant hardware, multiple databases
o Reduce errors, simplify operations and speedReduce errors, simplify operations and speedtransaction time with a single copy of datatransaction time with a single copy of data
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The ArchitectureRuns on a Single Global Instance Enabled via Global Capabilities
30+ Languages
Multiple Currencies
Customers in 100+ Countries
All Languages Installable in Same Unicode Instance
Support for Statutory and Customary Local Requirements
30+ Languages
Multiple Currencies
Customers in 100+ Countries
All Languages Installable in Same Unicode Instance
Support for Statutory and Customary Local Requirements
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The Functionality
Automate all Business Processes End-to-End Business Flows – Procure to Pay Example
Receive GoodsReceive Goodsor Servicesor Services
Receive GoodsReceive Goodsor Servicesor Services
Receive ElectronicReceive ElectronicInvoiceInvoice
Receive ElectronicReceive ElectronicInvoiceInvoice
Pay SupplierPay SupplierPay SupplierPay Supplier
Send Electronic Send Electronic PO to SupplierPO to Supplier
Send Electronic Send Electronic PO to SupplierPO to Supplier
AwardAwardContracts/POsContracts/POs
AwardAwardContracts/POsContracts/POs
Access Access ElectronicElectronicContentContent
Access Access ElectronicElectronicContentContent
ApproveApproveRequisition/Requisition/
ReleaseRelease
ApproveApproveRequisition/Requisition/
ReleaseRelease
Auto-Create Auto-Create Purchase OrderPurchase Order
Auto-Create Auto-Create Purchase OrderPurchase Order
Create Create Requisition/Requisition/
ReleaseRelease
Create Create Requisition/Requisition/
ReleaseRelease
Receive BankReceive BankStatementStatement
Receive BankReceive BankStatementStatement
Record Record Transaction inTransaction inGeneral LedgerGeneral Ledger
Record Record Transaction inTransaction inGeneral LedgerGeneral Ledger
Auto-ReconcileAuto-ReconcileBank StatementBank Statement
Auto-ReconcileAuto-ReconcileBank StatementBank Statement
Analyze SpendAnalyze Spend& Develop& Develop
RequirementsRequirements
Analyze SpendAnalyze Spend& Develop& Develop
RequirementsRequirements
QualifyQualify SuppliersSuppliers
QualifyQualify SuppliersSuppliers
Evaluate BidsEvaluate BidsEvaluate BidsEvaluate Bids
NegotiateNegotiateContractsContracts
NegotiateNegotiateContractsContracts
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Automate all Business Processes Across All Functional Areas
FinanceFinancials General Ledger Receivables Payables Assets Cash ManagementActivity Based ManagementBalanced ScorecordCollectionsFinancial & Sales AnalyzersTreasuryInternet ExpensesiReceivablesFinancials IntelligenceProperty ManagerCustomers Online
Human ResourcesHuman ResourcesPayrollSelf Service HRTraining AdministrationHR IntelligenceTime & LaborAdvanced BenefitsiLearningiRecruitment
ServiceiSupportTeleServiceService ContractsField Service Wireless Option Advanced Scheduler Mobile Field ServiceDepot RepairLease Management
Sales & MarketingConfiguratorMarketingTrade ManagementiStoreSales OnlineTeleSalesSales ContractsPartners OnlineIncentive CompensationQuotingCustomers OnlineData LibrarianSales Offline Edition
ProjectsProject Billing Project CostingInternet TimeProject ContractsProject Resource Mgmt
The Functionality
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Automate all Business Processes Across All Functional Areas
PlanningDemand PlanningAdvanced Supply Chain PlngGlobal Order PromisingManufacturing SchedulingInventory Optimization Collaborative PlanningSupply Chain Intelligence
ProcurementPurchasingPurchasing IntelligencePayablesSourcingiProcurementiSupplier PortalExchange Marketplace
ManufacturingDiscrete Manufacturing Bills of Material & Engr. Work in Process Cost Management Inventory QualityProject ManufacturingFlow ManufacturingShop Floor ManagementProcess Manufacturing Production Management Process Costing & Quality Process Inventory New Product Development Formula Management Regulatory Management
Product Development
Product DevelopmentProject ContractsCADView-3D
Order FulfillmentOrder ManagementConfiguratorAdvanced PricingRelease ManagementMobile Supply Chain AppsWarehouse ManagementTransportation
MaintenanceEnterprise Asset Mgmt
Interaction CenterAdvanced InboundAdvanced OutboundScriptingeMail Center
The Functionality
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Automate all Business Processes Across All Industries
Communications
Energy
Travel &
Transportation
Utilities
AssetIntensiv
e
Education
Government – Defense
Government – Civilian
Healthcare
PublicService
s
Chemicals
Consumer Packaged
Goods
Life Sciences
Chemicals
Consumer Packaged
Goods
Life Sciences
ProcessMfg
ProcessMfgAerospace & Defense
Automotive
Consumer Products
High Technology
Industrial Products
DiscreteMfg Engineering &
Construction
Financial Services
Professional Services
Retail
Service
The Functionality
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Automate all Business Processes Tailorable, Workflow-Driven
Extend, don’tcustomize
Configure withoutprogramming
Graphically depictentire process
Modify processes as your business needs change
Make changes that survive all upgrades
Automatically capture exceptions and take action
The Functionality
April 21, 2023
Collaborate with Trading Partners Examples of Collaboration
YourCompanySuppliers Customers
Sell / OrderSell / Order
PlanPlan
Finance Finance / /
ProcureProcure
ManufactureManufacture
Fulfill Fulfill
Service Service
OutsourcedOutsourcedManufacturingManufacturing
OutsourcedOutsourcedManufacturingManufacturing
Negotiations, Negotiations, Contracts, Execution, Contracts, Execution,
PaymentsPayments
Negotiations, Negotiations, Contracts, Execution, Contracts, Execution,
PaymentsPayments
Orders, Prices,Promise Dates,
Billing, Payments
Orders, Prices,Promise Dates,
Billing, Payments
Drop Ship,Drop Ship,Carrier Mgmt Carrier Mgmt
Drop Ship,Drop Ship,Carrier Mgmt Carrier Mgmt
Service Requests,Service Requests,WarrantiesWarranties
Service Requests,Service Requests,WarrantiesWarranties
Spares Spares ReplenishmentReplenishment
Spares Spares ReplenishmentReplenishment
Sales and Order Forecast,Supply Commits
Sales and Order Forecast,Supply Commits
Sales and Order Forecast,Supply Commits
Sales and Order Forecast,Supply Commits
Status
Projects Projects
Bill Presentmentand Payment
Bill Presentmentand Payment
Schedule,Schedule,Status, CostStatus, CostSchedule,Schedule,
Status, CostStatus, CostSchedule,Schedule,ContractsContractsSchedule,Schedule,ContractsContracts
The Functionality
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Collaborate with Trading Partners Leverage Multiple Collaboration Methods
YourCompan
y
YourCompan
y
Customers&
Suppliers
Customers&
Suppliers
Messaging
Mobile /PDA
Portal
The Functionality
April 21, 2023
Deliver Integrated Intelligence Make Better, Faster Decisions
Built to Answer Critical Business Questions
Enable management by fact, objective, and exception
Monitor performance and answer questionsin real-time
For Use by All People Executives, managers, and all
employees;customers, suppliers, and partners
Access consolidated information throughrole-based portals with pre-built content
Spans All Areas of the Business
The Functionality
April 21, 2023
Deliver Integrated Intelligence Portal Management
LinksLinksReportsReports
PerformancePerformanceMeasuresMeasures
Real-TimeReal-TimeResultsResults
GraphsGraphs
Flexible Flexible Time PeriodsTime Periods
Flexible Flexible ComparisonsComparisons
The Functionality
April 21, 2023
Summery
Architecturally…• Integrated, Yet Modular• Built on a Common Data Model• Runs on a Single Global Instance
Functionally…• Automate All Business
Processes• Collaborate with Trading
Partners• Deliver Integrated Intelligence…Available in a Hosted Environment
• Outsource IT Administration • Outsource IT Administration
All Product,Customer,& SupplierInformation
All Product,Customer,& SupplierInformation
PlanPlan
OrderOrder
HRHR
FinanceFinance
SourceSource
SellSell
ServiceService
ProjectsProjects
ProcureProcure
MarketMarket
FulfillFulfill
MaintainMaintain
ManufactureManufacture
DevelopDevelopDevelopDevelop
The Functionality
April 21, 2023
Oracle E-Business OfferingsTHINK BUILD OPERATE
SOLUTION ACCELERATORS PROCESS DOMAIN TOOLS
• ERP Assessment and Health-check• Product Selection• System Performance Tuning• Upgrade Assessment
CONSULTING
• Business process study• Business process Mapping• Gap Analysis• Configuration• Go-Live Support
IMPLEMENTATION
• Requirement Study• Design & Development• Integration• Integrate Legacy systems to OA• Develop Custom APIs
CUSTOMIZATION
• Roll-out support• Enhancements to Customizations• Product support• System Administration• System/Application• Tuning and patching
SUPPORT
• Upgrade to R12 and Fusion• Maintenance upgrade
UPGRADE
• Center of Excellence• Rollout Assessment• Functional and Regression Testing
SPECIAL OFFERINGS
April 21, 2023
Standard Methodology– New 11i end to end Implementations or module add-ons in existing implementations
or up gradations to new versions– Project management
• Schedules• Deliverables• Quality Management
– Requirement Analysis– Solution Function design– Gap Fitment Analysis– Customization Development– Conference Room Pilots (CRP) - Iterative approach – Comprehensive User Training– Production Instance Setup & Deployment with proven successful Go-live strategies– Production Readiness Assessment, Cut-over Activities, Data Migration & Go – live– Post implementation Support & Maintenance
April 21, 2023
AIM Process
April 21, 2023
AIM Processes
• Business Process Architecture (BP)
• Business Requirements Definition (RD)
• Business Requirements Mapping (BR)
• Application and Technical Architecture (TA)
• Module Design and Build (MD)
• Data Conversion (CV)
• Documentation (DO)
• Business System Testing (TE)
• Performance Testing (PT)
• Adoption and Learning (AP)
• Production Migration (PM)
April 21, 2023
April 21, 2023
Release 12
• Significantly Enhanced Functionality
• Advanced Accounting Best Practices
• Improved support for Centralized Services
• More User Friendly
• Open & Adaptable
• Enhanced Applications Management and Security
April 21, 2023
Significantly Enhanced Functionality
April 21, 2023
Significantly Enhanced Functionality
April 21, 2023
Advanced Accounting Best Practices
April 21, 2023
Improved support for Centralized Services
April 21, 2023
Improved support for Centralized Services
April 21, 2023
Improved support for Centralized Services
April 21, 2023
More User Friendly
April 21, 2023
Open & Adaptable
April 21, 2023
Open & Adaptable
April 21, 2023
Open and Adaptable
April 21, 2023
Enhanced Applications Management and Security
April 21, 2023
Enhanced Applications Management and Security
April 21, 2023
Thank You.