executing a hybrid strategy · & oracle ebs version 12.2.5 on-premise database version 12.1.0.2...

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MAY 15 & 16, 2019 CLEVELAND PUBLIC AUDITORIUM, CLEVELAND, OHIO WWW.NEOOUG.ORG/GLOC Executing a Hybrid Strategy Integrating On-Prem with Cloud Applications

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Page 1: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

MAY 15 & 16, 2019

CLEVELAND PUBLIC AUDITORIUM, CLEVELAND, OHIO

WWW.NEOOUG.ORG/GLOC

Executing a Hybrid StrategyIntegrating On-Prem with Cloud Applications

Page 2: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Ted ChappellDirector of Product ManagementSTR Software • Richmond, VA

p: 804.897.1600

e: [email protected]

@TedChappell

/in/tedchappell/

Page 3: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Agenda

Introduction

Review the need to integrate on-premises EBS with Cloud applications

1

Review how Mutual Materials transitioned to Cloud with a hybrid approach

2

3

Discuss results for end-users and future plans for DataVaya4

Page 4: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Mutual Materials20+ Year Customer

Started with Fax and Email of Purchase Orders

from MANMAN on MPE

• The leading manufacturer and distributor of masonry

and hardscape products in the Pacific Northwest

• Headquarters are located in Bellevue, Washington with

operating facilities in Oregon, Washington, Montana,

Idaho and British Colombia.

• Product lines are specialized in brick, pavers, retaining

wall products, cultured stone, slabs, concrete masonry

units, and more

Page 5: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Mutual MaterialsBranch Locations

Page 6: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Mutual Materials & Oracle

EBS Version 12.2.5 On-premise

Database Version 12.1.0.2 On-premise

EBS Modules Inventory, Purchasing, Financials, Quoting, Order

processing, EDI, BOM, Manufacturing, Costing, Projects

OTM Version 6.4.2 Cloud

CRM Oracle Sales Cloud Cloud

Marketing Oracle Marketing Cloud

Eloqua

In-process

Page 7: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Mutual Materials & STR Software— A 20+ Year Partnership —

1998 (Q4)

Fax/Email of POs from MANMAN on MPE

2001 (Q1)

Fax/Email of POs for EBS on UNIX

2009 (Q3)

AventX Oracle Connector with FAXCOM Anywhere

2010 (Q2)

COLLABORATE— Joint Presentation introducing

DataVaya

2011 (Q2)

Live with DataVaya for Automated Transfer from Point-of-Sale System

2017 (Q2)

Adopted DataVaya to load inbound EDI data from

Remote Stores

2019

Page 8: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Sales at Mutual MaterialsS a l e s R e p s a r e o n t h e r o a d , a l o t

Page 9: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Sales at Mutual MaterialsTwo Key Data Points

1. Customer Summary

2. Product Summary

Page 10: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Sales at Mutual MaterialsHow was data accessed?

1. Separate CRM system

2. Prepared reports beforehand

Page 11: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Sales at Mutual MaterialsWhy the process was flawed

1. Time consuming

2. No mobile capability

3. Difficult access to data

4. No connection back to EBS

Page 12: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Operating in the CloudC l a i m i n g t h e I r o n T h r o n e o f C R M s

Page 13: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Enter Oracle Sales CloudOut with the old. In with the new.

Mobile capabilities

Modern system and simple interface

Integration with Oracle EBS Instance

Page 14: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Oracle Sales Cloud Mobile

Page 15: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Oracle Sales Cloud End Result

Page 16: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

How did they get there?O n t h e b a c k s o f d r a g o n s , o f c o u r s e !

Page 17: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Phase 1Challenge: Data EXPORT

Data from concurrent programs needed to be

created and modified to properly export data.

Page 18: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Phase 2Challenge: Data IMPORT

Custom tables and relationships to those tables

needed to be created in Oracle Sales Cloud.

Page 19: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Phase 2So about “Customizing” Oracle Cloud…

Page Composer

Application Composer

Groovy Scripting

Oracle JavaScript Extension Toolkit (JET)

Oracle Application Developer Framework (ADF)

Page 20: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Phase 2Challenge: Data IMPORT

Custom tables and relationships to those tables

needed to be created in Oracle Sales Cloud.

Page 21: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Phase 2Challenge: Data IMPORT

Custom tables and relationships to those tables

needed to be created in Oracle Sales Cloud.

Page 22: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Phase 2Challenge: Data IMPORT

Custom tables and relationships to those tables

needed to be created in Oracle Sales Cloud.

Page 23: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Phase 2Challenge: Data IMPORT

Custom tables and relationships to those tables

needed to be created in Oracle Sales Cloud.

Page 24: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Phase 3Challenge: Error Handling

1. Loss of data and import validation

2. Import errors, error handling, and no automatic

retrying

3. No error notifications

4. False positive error messages due to job

scheduling limitations

Page 25: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Executing a Hybrid ApproachY e s , t h a t ’ s C r o c o b e a r .

Page 26: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,
Page 27: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

First Use CaseDataVaya

EDI

Page 28: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

What Else?

Page 29: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Why DataVaya?Complete Data Transfer Solution

1. Supports Oracle’s recommended Hybrid

approach

2. Requires no development to support or

maintain

3. Provides error handling

Page 30: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Inside DataVayaW h a t d o w e s a y t o t h e G o d o f D e a t h ? N o t t o d a y !

Page 31: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Event Creation

Page 32: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

File Configuration

Page 33: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Rest Action

Page 34: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Email Configuration

Page 35: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Action Chain

Page 36: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Error Status Confirmation

Page 37: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Error Email Notification

Page 38: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Success Status Confirmation

Page 39: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Success Email Notification

Page 40: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Automates data collection and file transfers between On-Premise and Cloud applications

Used in Asset Maintenance to automatically gather and update meter readings and collection plans in Oracle eAM

1

Used in Oracle Process Manufacturing to gather data from PLC/SCADA systems and transfer it automatically to OPM

2

3

Page 41: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

What’s Next for DataVaya

Page 42: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

What We learned

Pursue Business Continuity

Ease InStart Small

Page 43: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

www.strsoftware.com

Richmond, Virginia

since

1986

Data TransferMobileEmailPrintFax

for ERPs

OAUG

Quest

Oracle

1,500+Licenses

22Countries

1,344

donuts per year (approximately)

Page 44: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Q&A

Page 45: Executing a Hybrid Strategy · & Oracle EBS Version 12.2.5 On-premise Database Version 12.1.0.2 On-premise EBS Modules Inventory, Purchasing, Financials, Quoting, Order processing,

Ted ChappellDirector of Product ManagementSTR Software • Richmond, VA

p: 804.897.1600

e: [email protected]

@TedChappell

/in/tedchappell/