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Should Your Company Implement Fusion?

Prepared by: Mike Lynott Customer Solutions Architect eprentise

Session ID#: 14525

eprentise Can… …So Our Customers Can: Consolidate Multiple EBS Instances Change Underlying Structures and Configurations Chart of Accounts, Other

Flexfields Inventory Organizations Operating Groups, Legal Entities,

Ledgers Calendars Costing Methods

Resolve Duplicates, Change Sequences, IDs Separate Data

: Transformation Software for E-Business Suite

Reduce Operating Costs and Increase Efficiencies Shared Services Data Centers

Adapt to Change Align with New Business Initiatives Mergers, Acquisitions, Divestitures Pattern-Based Strategies

• Make ERP an Adaptive Technology

Avoid a Reimplementation Reduce Complexity and Control Risk Improve Business Continuity, Service Quality and Compliance Establish Data Quality Standards and a Single Source of Truth

Company Overview: Incorporated 2007 Helene Abrams, CEO

Learning Objectives

Objective 1: Understand the basic concepts of Oracle Fusion’s strategy and products. Objective 2: Discuss the impact Fusion will have on your current ERP environment. Objective 3: List what options are available if your organization does not implement Fusion immediately.

Agenda

■ Introduction ■ Fusion Products ■ Path to Fusion ■ Data Issues ■ Organization Readiness ■ Project Challenges ■ Roadmap ■ Conclusion ■ Questions

Should You Implement Fusion?

Where Do You Stand On This Question?

Why Did Oracle Introduce Fusion?

■ Oracle offers E- Business Suite (EBS) applications, as well as the applications offered by companies which it has acquired ▪ Includes: PeopleSoft, JD Edwards, Hyperion, and Siebel

Systems, among others ■ Due to the company’s numerous acquisitions, customers

feared that their ERP investments were in jeopardy ■ In response to these concerns, Oracle introduced Oracle

Applications Unlimited in 2006 ▪ Gesture was a promise to customers that it would continue to

develop and support the applications it had acquired ■ In an effort to consolidate their product-development

efforts over all of their ERP systems and related applications, Fusion Middleware was born

Fusion Middleware Component Groups

Exalogic

(software & hardware)

Oracle Data Integration

Business Process Integration (BPM)

Business Intelligence

Cloud Application Foundation

(e.g., WebLogic)

Service-Oriented-Architecture Tools

(SOA) WebCenter Development Tools

Fusion Middleware Component Groups

Image by Oracle®

Enterprise Manager

Web Center

Business Intelligence

Grid Infrastructure

Identity Management

SOA

Weblogic Server

Fusion Products Example: Finance For customers migrating to Oracle Fusion: ■ Oracle Fusion Financials

▪ Oracle Fusion Middleware — Oracle WebLogic

— Oracle SOA

▪ Oracle Essbase multidimensional database ▪ Oracle Hyperion Reporting

Fusion Products Example: Finance, cont. For customers staying on standard Oracle Financials: ■ Oracle Fusion Accounting Hub

▪ Input from Oracle General Ledger, PeopleSoft General Ledger ▪ Optional integration with other ledgers

■ Oracle Financial Reports Center ▪ Essbase ▪ Hyperion Reporting

Fusion Products Example: Finance, cont. For Oracle Fusion Financials customers with specific needs: ■ Fusion Advanced Collections ■ Fusion Automated Invoice Processing ■ Fusion Expenses ■ Fusion Transactional Business Intelligence for Financials

Now, What About The Product?

■ Purpose is not to give you “inside” information on product issues or scare you off

■ Instead, purpose is to get you to consider: ▪ Do I need the features it provides? ▪ Do I understand what it will take…now? ▪ Do I want to take steps now, to make the eventual

implementation more straightforward…later?

The Path to Fusion

Licenses

Prerequisites

Technology Readiness

Org Readiness

Implement

Licenses

■ Like-for-like licenses: Oracle has eased the transition to Fusion with these license arrangements. ▪ If you only need limited licenses for the Oracle Fusion

Middleware products

Prerequisites

■ Each Fusion product may require an environment in which other Oracle products operate, for example: ▪ OID: Oracle Identity ▪ ODI: Oracle Data Integration

■ These other products come in two kinds of licenses: ▪ Use restricted to the Oracle Application with which they were

purchased ▪ Unlimited Use

For Further Details

■ Pick any example from the 19-page document: Applications Licensing Table, e.g.:

■ Business Intelligence Foundation Suite for Oracle Applications is eligible for use with the following eight Oracle Business Intelligence Applications provided Oracle Fusion Applications is the only data source: ▪ Financial Analytics, Fusion

Edition (+ 7 more)

Other Technology Issues

OS

Hardware Capabilities

Operating System

(and Version)

Network Capabilities

Oracle DB Version

Oracle DB Versions

■ You may need to bring your existing instances up to a more recent version ▪ Which may require migrating to a

new OS version ▪ Which may or may not be certified

for your existing server hardware

■ Latest version of Fusion Products are not certified on all prior versions of Oracle DB

■ For example, Golden Gate 12c release operates only on specific releases Oracle DB versions 11 and 12

Data Issues

“It’s the data, Mike; it’s ALWAYS the data.” Cliff Longman, Adaptable Data ■ Number of Instances ■ Chart of Accounts ■ Master Data ■ Transaction Data ■ Hierarchies ■ Traceability

Multiple Instances

Do you have the optimal number of instances? (One is the optimal number.) ■ If so, congratulations ■ If not, might it be time to move to the optimal number?

Chart of Accounts

■ Does your current Chart of Accounts serve the business well? ■ Or, are there issues with it that are a challenge now, and will

continue to be an issue under Fusion? ■ Do all instances use identical charts of accounts?

Master Data

■ The excuses are legion: ▪ Mergers ▪ Acquisitions ▪ Divestiture

■ Is there a single, unique, unchangeable ID number for each part? Each facility? Each organization?

■ What will it take to get to that condition?

Transaction Data

What are the chances of collisions that will prevent transactions being merged for Data Warehouse or Reporting Database? ■ How are your transactions identified?

▪ Do you need to used the GUID identifier? ■ Do you have a multi-time zone business?

▪ How are your transactions dated? ▪ How are your transactions timed? ▪ How are these values used / interpreted?

Hierarchies

■ Do HR’s hierarchy, finance’s hierarchy, and sales’ hierarchy all match? Oracle Fusion won’t solve that issue!

■ How will you get from this point to a single, agreed hierarchy for use in Oracle Fusion?

Traceability

Where did this data come from? ■ Master data: duplicate or mismatched values ■ Translated master data means the data can only be traced

from source to, for example, data hub; it can’t be traced back ■ Transaction data: what source system(s) provided this data?

How can you confirm?

Can the data be trusted?

Is Your Organization Ready?

Ready

Staff Skills Identity and UAM Cloud XML Mobile devices

Project Discipline

System-to-System Integrations Developers

Issue Management

Issue Development Issue Tracking

Staff Skills

■ Identity and User Access Management ■ Cloud ■ XML ■ Mobile devices

Staff Skills: ID and UAM

■ Large user population: ▪ Can you programmatically assign a role to most of your users

using available system-accessible data? ▪ Do you have a large number of contractors / consultants? Are

they managed well within your system?

Project Discipline

■ Are all your system-to-system integrations developed under official projects?

■ Or…do you have developers (or business users) who regularly develop what they want in the back room?

Data Quality

■ Buying Oracle’s Data Quality tool won’t “fix” your data quality issues.

■ Do you have a strong data quality program in place? If not, Oracle Fusion will only make those issues more visible more quickly.

Issue Management

■ Issue development ▪ Oracle Fusion adds layer upon layer to your current software ▪ Hence the issues that arise can be very complex ▪ Do you have the facilities and staff to simplify and replicate

complex issues? (And are they the same staff you need to do development?)

■ Issue tracking ▪ Once you’ve clarified the issue(s), do you have a support

coordinator who can prioritize and track these complex issues with your vendor(s)? Or is it a committee of 27?

To Recap

To be prepared to adopt Fusion products, an enterprise must: Have a compatible software/hardware infrastructure Have a high level of data quality

Have a well-managed IT organization

Be prepared for the rigors of a complex implementation

Be prepared for the ongoing operation of a complex environment

Do You Still Think You’re Ready?

Project Challenge

“You’ll have to lay a lot of track before you can run a single train!” (Author unknown) ■ A project that prepares you for Fusion is not a project with

obvious, visible benefits for the business people. ▪ Fit these tasks into ongoing support for operations? ▪ Search for benefits to help satisfy the folks who ask about

Return-On-Investment.

Plan for Decommissioning

■ The worst possible outcome for a migration to Oracle Fusion Financials is to have your legacy environment continue to operate alongside your Oracle Fusion Financials environment.

■ Plan your implementation to include a plan for decommissioning.

Staffing

Few people with these skills are readily available at low wages (or consulting rates): ■ Data Modeling ■ Data Warehousing ■ XML ■ Cloud

Roadmap

Migrate to Oracle Fusion

Add Server Capacity

Review Data Quality Issues & Respond

Upgrade OS Where Needed

Upgrade DB Where Needed

Prepare Development, Test & Production Environments

Install Oracle Fusion Apps & Underlying Infrastructure

Project Implementation Steps

1. Determine which of the Fusion Applications you will want to utilize

2. May need to purchase other technologies aside from your desired applications in order to take advantage of Fusion

3. Decide if you want to implement Fusion on-premise or in the cloud (or some combination of the two)

4. Determine what resources and infrastructure are necessary 5. Begin implementing with a phased approach, one application

at a time

Conclusion

■ You can still use non-Fusion applications in your current environment

■ You can use non-Fusion applications with Fusion components added on

■ You can migrate to Fusion

Questions? Comments?

THANK YOU Mike Lynott

mlynott@eprentise.com

eprentise www.eprentise.com

Accelerating the time for change in Oracle E-Business Suite

Visit eprentise at booth 1033!

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