Project Financial Planning

Ian Boyling, ERP Director and Lead

Consultant

Prōject (EU) Ltd

iboyling@project.eu.com

Agenda

• Background to Prōject

• Oracle E-Business Suite Implementation Project

Why Implement?

Project Scope and Footprint

Project Delivery

Timescales

Approach and Methodology – Oracle Business Accelerators

Challenges and Lessons Learnt

Conclusions

• Oracle Accelerate Solutions – Prōpel

An Introduction to Prōject

Introduction to Prōject

• Formerly Projected Consulting

• Background and history in Oracle Projects

• Worlds first specialised partner for Projects

• Financial Management Specialists

• Only Oracle Gold partner in EMEA to have

achieved the OBIEE and BI Apps

specialism

• Prōject were a UKOUG “Partner of the

Year” award winner for Oracle E-Business

Suite, Projects and Business Intelligence

and Public Sector 2012

• Propel - Oracle Accelerate Solutions

• OBA Accredited

• Director of ERP at Prōject

• Oracle Financials and Projects Consultant

• Over 15 years global implementation/upgrade experience

• Cross Industry Experience

• Industry Specialism's including Professional Services

• Oracle Certified Professional for 12 years

• Financial Management and Projects (one of the first globally)

Implementation Specialist

• UKOUG Financials SIG Deputy Chair

• OBA Accredited

Introduction to Ian Boyling

Oracle E-Business Suite Implementation

Oracle E-Business Suite Implementation

Why Implement?

• Replace existing systems including Sage 2000

• No upgrade needed – Green Field Implementation

• Leverage use of new applications

• ROI against old systems

• Process Efficiency

• Professional Services Model

Oracle E-Business Suite Implementation

Project Scope

• New Applications and features to facilitate business

processes

• Adopt Professional Services model

• Phase 1 – BAU Go-Live and data migration

• Phase 2 – Full Resource Management and Project

Management

• Phase 3 – Project Analytics

Oracle E-Business Suite Implementation

Application Footprint

• Financials (GL, AP, AR, FA, CE, Internet Expenses)

• Purchasing

• HR

• OTL

• Projects (Costing, Billing, Project Management and

Project Resource Management)

• Business Intelligence - Project Analytics

Oracle E-Business Suite Implementation

Project Delivery - Prōject Propel

• Professional Services Accelerate Solution

• Oracle Business Accelerators (OBA’s)

• Internal Requirements Gathering

• Scope and Design (CoA etc)

http://www.project.eu.com/propel

Oracle E-Business Suite Implementation

Project Delivery Cont - Project Planning and Strategy:

Project Management (Plans, Dashboards, Logs etc)

Environment Planning

Data Migration Strategy

Resource Planning

Development Planning

Cut Over and Transition Strategy

Oracle E-Business Suite Implementation

Project Delivery Cont - Project Team

Oracle E-Business Suite Implementation

Project Delivery Cont - Governance

Oracle E-Business Suite Implementation

Project Delivery Cont...

Oracle E-Business Suite Implementation

Oracle E-Business Suite Implementation

Project Delivery Cont – Timescales

• Request OBA Project Work Space

Oracle E-Business Suite Implementation

Project Delivery Cont – Approach and Methodology

• Prōject Project Management Methodology

Typical Full Lifecycle Implementation Approach

Oracle E-Business Suite Implementation

Approach and Methodology Cont – OBA

• OBA Data Preparation

• OBA Questionnaire Response

Oracle E-Business Suite Implementation

Approach and Methodology Cont – OBA

Oracle E-Business Suite Implementation

Approach and Methodology Cont – OBA

Oracle E-Business Suite Implementation

Approach and Methodology Cont – OBA

Oracle E-Business Suite Implementation

Approach and Methodology Cont – OBA

Oracle E-Business Suite Implementation

Challenges and Lessons Learn

• Resourcing

• Business as usual during project was difficult

• Being OBA Smart (benefit from having done it before)

• Prep up front

• Can never be enough testing

• Critical training

• Business Buy-in

Oracle E-Business Suite Implementation

Conclusions and reflection

• Achieved what we set out to do

• OBA delivers fast results and was worth adopting

• Increased scope due to benefits of OBA

• Resourcing was a challenge

• Planning is key

• Process redesign opportunities and efficiencies

And........

Oracle E-Business Suite Implementation

Conclusions and reflection

• Consultants were in their element

Accelerate Solutions

Oracle E-Business Suite Implementation

Oracle Accelerate Solutions

Oracle E-Business Suite Applications

Oracle Business Intelligence Applications

Targeted Rapid Efficient

Key Benefits of Prōpel

• Low risk

• Affordable fixed cost

• Driven improvement

• Fast time to value

• Long range benefits

• Lower opportunity costs

• Future proof infrastructure

• Earlier process automation

• IT evolution rather than rip-and-

replace

• Phased roll-out

• Pick and choose from an

extended portfolio of modules

• Hosted and Managed solution

• Flexible Financing

Useful Links

Prōject Web Site Prōject Prōpel

Prōject OPN Profile Prōject OBA Podcast

Oracle Projects Specialism

Oracle Financial Management Specialism

EBS Blogs from Prōject

Oracle E-Business Suite Training Courses and Events from Prōject

Oracle Projects Training from Prōject

Oracle Business Accelerators