Migration to Oracle ERP Cloud: A must read winning recipe for all
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This document discusses migrating to Oracle ERP Cloud. It highlights key aspects like people and roles, products and capabilities, goals, and implementation. It provides an example customer success story and outlines Jim Pang's qualifications to discuss the migration. The strategies, people perspectives, myths, system capabilities, standout functionality, and design considerations are reviewed to help understand an effective migration.
Migration to Oracle ERP Cloud: A must read winning recipe for all
- 1. Session ID: Prepared by: Remember to complete your evaluation for this session within the app! 10233 Migration to Oracle ERP Cloud: A must-read winning recipe for all This paper will bring Oracle ERP Cloud to life by understanding the importance of: • People and their roles • Products and their capabilities • Goals and roadmap • Implementation and transition Illustrated with a customer success story 25th April 2018 Jim Pang Senior Solutions Architect PricewaterhouseCoopers (PwC)
- 2. A Success Story Begins at Custom Fleet
- 3. Introduction
- 4. Jim Pang – Senior Solutions Architect, PwC Jim is an established IT thought leader and practitioner with over 25 years experience. He has a proven track record in successfully delivering large Oracle and Banking projects. Jim has architected and implemented solutions in: • Oracle 11i/R12 eBusiness Suite • Oracle ERP Cloud • Government sector financial systems • Banking platforms Jim has presented at OAUG on numerous occasions. Qualifications • Bachelor of Computer Engineering • Master of Business Administration Certifications • TOGAF Enterprise Architect • Oracle Financials GL Cloud implementer • Oracle Procurement Cloud implementer • Oracle Unified Method for Cloud Applications • AGILE project manager • ITIL practice
- 5. PwC’s Oracle Practice PricewaterhouseCoopers PwC’s Fit to Cloud framework delivers solution faster, better, cheaper and easier PwC is an Oracle Platinum Level Alliance and Cloud Elite Partner
- 6. By End of This Session, You Will Be Able To • Understand the motivation for migrating to Oracle ERP Cloud • Know the bundled technology and capabilities • Learn to harvest the system functions • Start a conversation about migration to Oracle ERP Cloud • Define an application transition roadmap • Derive an effective implementation plan • Bring the applications to life for what matters most to the business
- 7. Recipe for Success At a Glance Ingredient Recipe Strategy • Define project goals and objectives • Align to company vision and values People • Assign roles and responsibilities • Commit to deliver System • Utilize out of the box capabilities • Embrace industry best practice Design • Fit for purpose and future • Maximise return on investment Delivery • Rapid implementation cycles • Focus on core functions first Transform • Embrace industry best practice • Re-engineer operational processes Partners • Fit technology to values • Provide skills and experience People Design PartnersDelivery System Transform Strategy
- 8. The “Strategy” and Values in migrating to Oracle ERP Cloud
- 9. The Strategy and Values in Migrating to ERP Cloud • Predictive • Data driven • Highly accessible Business Insight and Analytics Digital enterprise connecting • External trading partners • Internal employees • Disparate organizations Enable Growth • Fit for purpose and future • Predictive value and ROI • Office Automation • Eliminate non value- add tasks Improve Operational Efficiency
- 10. The “People” perspectives on Oracle ERP Cloud
- 11. Who Cares What? CEO • Grow their business with a modern integrated single ERP platform • Connect digitally with customers, partners and workforce • Easy access to business insight and predictive analytics anywhere anytime CFO • Manage financial and enterprise performance • Comply with regulations and policies • Serving as trusted business advisers CIO • Provide a robust, supportable and agile environment for growth • Implement and sustain a modern application platform with rich features and low cost of ownership • Easy access to IT services and partners for change and expansion Corporate Project Sponsor • Sponsor high return on investment project • Achieve progressive results in rapid implementation cycles • Meet current needs and be extendable for future
- 12. Who Else Cares What? Implementation Partners • Increased confidence in delivering a robust and scalable platform • Establish prototypes in days • Demonstrate on “what you will deliver” Developers • Leverage out of the box ERP cloud integration and extension solutions • Migrate data using standard templates • Integrate cloud to external applications using standard APIs, file, web services or integration adapters Application Users • See it in live for “what you will get” • Access to wide range of automated tasks, data templates and real-time reports • Embrace industry best practice provided by the applications Transformation Leads • Re-image and re-engineer enterprise processes to improve efficiency and agility • Transform on the go • Leverage other cloud success stories and lesson learnt
- 13. The Myths
- 14. The Myths – True or False • There is no more Oracle Form (java plug-in) • The same Excel templates are available • I will not have direct data access using SQL • The new web forms are similar to R12 EBS web forms • I can’t develop new custom reports’ • I can’t extend or integrate the applications anymore • There is a lack of ERP Cloud documentation
- 15. What is in the “System”?
- 16. Unpacking Oracle ERP Cloud • New user interfaces, tasks and workflow design • New BI Publisher, Transactional BI, Financial Reports, Smart View reports • Excel templates for configurations, data load and transactions • Integration solutions for data APIs, SOAP Web Services and File-Based Data Import • Comprehensive documentation Project Portfolio ManagementHuman Capital Management Supply Chain Management Projects ERP Cloud Other Cloud Financials include: GL, AP, Expense, AR, FA, Cash, Tax, SLA, AGIS
- 17. What’s In The Box (1 of 5)? New User Interface What’s New Benefits New web based intuitive screen design Reduce training efforts Java plug-in is not required Reduce desktop and infrastructure support Task driven workbench and infolets Improve productivity Personalization capability Improve agility New Mobile Apps What’s New Benefits New mobile apps for transactions Improve employee mobility and productivity New mobile apps for analytics Executives and managers can access business insight anywhere anytime New mobile apps for partners Digitally connected to external parties
- 18. Illustrative Example - Infolets
- 19. What’s In The Box (2 of 5)? New Dashboard What’s New Benefits New transactional dashboard Provide key metrics Accessible by line managers and department users Encourage direct accountability Graphical presentation Intuitive to use New Reporting Tools What’s New Benefits Transactional BI Ad-hoc reports capability Financial Report Selectable point of views with drill-down capability Excel Smart View Slice and dice data for business analytics Formatted Report Formatted report with graphical presentation
- 20. What’s In The Box (3 of 5)? New and Additional Data Templates What’s New Benefits Comprehensive Excel ADI templates Improve data entry productivity and self-help capability Comprehensive File-based data import templates Improve and automate data entry tasks, reduce IT built costs New Integration Solutions What’s New Benefits New Data APIs Enable real-time data integration especially for client apps New SOAP web services Enable system integration with external applications
- 21. What’s In The Box (4 of 5)? New Configuration Templates What’s New Benefits Configuration templates Time saver configuration tools Export and import of setup data Improve environment control and reduce replicated tasks Documentation and Templates What’s New Benefits Comprehensive documentation A centralised documentation repository improves accessibility to essential documents Downloadable templates Instant download for templates from web site or within applications
- 22. What’s In The Box (5 of 5)? Configurable BPM Workflow What’s New Benefits BPM Workflow (AMX) • Seeded workflow can be re- configured to suit company needs • Flexible rules to allow complex authorisation policies or business simplification
- 23. “Design” with standout functionality
- 24. The Myths – True or False • There is no more Responsibility • There is no more Operating Unit • Consolidation and Elimination doesn’t exist in GL • Allocation has been enhanced in GL • FSG reports are still available • There are real-time GL analytic reports (slice and dice) • Payable invoice imaging solution will be available in 2019 • Only basic HCM functions will be available in the cloud • Revenue recognition accounting can now be done in SLA
- 25. Standout Functionality: New or Enhanced Financials (selected examples) Ingredient Recipe Real-time Essbase cubes for ledgers • Provide real-time financial reports and metrics • Reduce month-end cycle time Multiple chart of account hierarchies • Enable multiple reporting structures for management, fiduciary, consolidation and metrics • Reduce the needs for secondary ledgers Secondary or reporting currency ledgers • Eliminate local accounting software • Comply with consolidation policy Intercompany transactions processing • Centralised intercompany rules common for sub-ledgers and GL • Flexible configuration options to generate intercompany entries with financial integrity Revenue management cloud solution • Comply with ASC 606 and IFRS 15 revenue recognition policies • Configurable rules to eliminate the needs for off-system revenue calculation and posting • Standalone or integrated ERP cloud solution to suit customer current needs 1 of 4
- 26. Standout Functionality: New or Enhanced Financials (selected examples) Ingredient Recipe Subledger Accounting (SLA) • Reduce or eliminate off-system manual journals • Store detailed transaction entries while keeping the ledgers thin Allocations in EPM Calc Manager • Allow what-if predictive allocation and results • Capable of constructing complex allocation formula to reduce or eliminate the needs for off-system calculation Tax Engine • Comes with seeded tax configuration i.e. tax regime and tax status for 28 countries – minimizing tax configuration • External integration for tax content and tax calculation services to leverage 3rd party tax expertise • Perform tax calculation for ERP Cloud modules as well as external transactions which allow centralised tax functions Supplier Invoice Imaging Solution • Automate high volume payable tasks • Improve data accuracy • Provide document archives 2 of 4
- 27. Standout Functionality: New or Enhanced Human Capital Management (selected example) Ingredient Recipe End to end solution from ‘Hire to Retire’ • A single integrated solution include core HR, recruitment, goal, performance and talent management, and payroll • Core HR is part of the foundation for ERP Cloud • Embrace industry best practice and self-service model Procurement (selected examples) Ingredient Recipe Supplier portal • Digitally connected to supplier for self-service administration, agreement, orders, invoice and payment. • Reduce or eliminate off-system communication and interaction Shared services for requisition, procurement and payables invoicing • Each business unit can be defined for any of the requisition, procurement and payables invoicing functions • Embrace industry best practice for centralised procurement functions and tailor for individual business needs 3 of 4
- 28. Standout Functionality: New or Enhanced Supply Chain (selected example) Ingredient Recipe Supply Orchestration • Automated internal and external requisition • Integrated solution from supply to ship • Generate the required cost accounting and intercompany transactions • Facilitate revenue and COGS matching which comply with accounting policy Application Foundations (selected examples) Ingredient Recipe Role-based access control and security • User roles are granted when on-boarding new employees or transfer • Roles control data security, functions access privilege and workflow routing • Pre-configured roles embrace industry best practice Configurable BPM workflows • Seeded workflows include extendable routing logic that can be configured to meet company requirements • Enable company to transform and simplify their authorisation policies 4 of 4
- 30. General Ledger Architecture Illustrative Examples
- 32. Payables Imaging Solution AP Supervisor AUS AP Supervisor NZ Illustrative Examples
- 33. Illustrative Examples Revenue Management Cloud
- 35. Rapid implementation and “Delivery”
- 36. The Myths – True or False • It is very quick to implement ERP Cloud • User is not required to write business requirement documents • I can no longer develop customisation • It is very difficult to integrate third party or custom applications • Upgrade to newer version is free
- 37. Oracle ERP Cloud Services – What’s The Deal? Like • Software as a Service for an instant start • Subscription based pricing to allow ramping-up • Rapid implementation for core functions • Flexible configurability and personalization • Embraced Industry best practice • Global capabilities • Scalable horizontally (capacity) • Scalable vertically (functions) • Production and non-production environments provided • System disaster and recovery provided • Software upgrades by Oracle • Secured platform Zero • Hardware costs • Database and Middleware costs • Platform maintenance and support costs • Software upgrade costs • Customization More • Extensive integration capabilities to external applications • Highly accessible data, reports and analytics • Digital capabilities • Accredited implementation partners
- 38. Rapid implementation: A Typical Plan 1-Design and scope (4 weeks) • Establish conference room pilot • Conduct functional design workshop • Perform ‘gap’ analysis • Define scope, data migration, integrations and extensions for ‘must have’ functions • Define project plan 2- Configure applications (6 weeks) • Configure applications • Migrate data • Develop integrations • Develop extensions and reports • Validate with users 3-Validate solutions (4 weeks) • Refine and validate solutions • Load and reconcile data • Prepare and conduct training 4-Transition to production (2 weeks) • Migrate configurations • Migrate integrations and extensions • Load and reconcile data • Conduct production verification • Transition to production support • Begin production use • Conduct implementation checkpoint 5-Future implementations • Implement new modules that align with company roadmap • Implement ‘should have’ functions with high ROI • Measure KPIs on return
- 39. Implementation and Delivery Approach Ingredient Recipe Implementation • Rapid implementation cycles • Take the business along from day 1 System roadmap • Define the end state of the company system landscape • Define transition roadmap Configure, Integrate and migrate • Configure for present, extendable for future • Integrate for high volume data, use data template for the rest • Migrate versus run down open transactions • Cleanse master data Cutover • Plan for a 2-week cut-over window • Conduct training, prepare production, rehearse and replay Measure • Process efficiency • Look for new opportunities and new uptake
- 40. A typical transition roadmap Module Stage Duration (months) Rationale General Ledger and shared HCM 1.1 2-3 Foundation and core modules Core HCM, Time and Labor 1.2 3 Pre-requisite for workflow, roles and other modules Procurement, iExpense, Payables, Assets, Tax and Payment, Cash Management 1.3 4 Complete integrated ‘Procurement to Pay’ solution for spend control Billing , Receivables, Payment and Tax 1.4 4 Complete integrated Financial solution Extended HCM (Recruit, Talent, Performance, Goal) 2.1 3 Complete Integrated ‘Hire to Retire’ solution Projects 2.2 4 Complete integrated CRM solution Supply Chain Management 3.0 6-12 Complete integrated order to ship solution Manufacturing 4.0 12-24 Complete manufacturing solution
- 41. Various Integration Patterns to External Apps Pattern Rationale and Solution Hybrid Applications • Protect current IT assets • Allow time to transition to end state Integrate to Oracle EBS or third party applications • Utilise Oracle ICS pre-built application adapters for lowering costs of implementation Integrate to other external applications • Leverage Oracle ERP Cloud integration capabilities Purpose-built custom application • Leverage Oracle PaaS and ERP Cloud integration capabilities SaaS PaaS Oracle ICS External Applications Users Client Device Custom Applications Web Services REST APIs File-Based Data Import Excel-Based Data Templates Application Adapters Oracle PaaS
- 42. A success story that “Transforms” a company
- 43. A Success Story at Custom Fleet A Premier Fleet Management Company Business Case • To replace multiple legacy financial, planning and HR applications • To uptake opportunities to improve process efficiency • To provide better business insight into financial performance Solution Principles • One single forward-looking integrated solution • Real-time business insight and analytics • Reduce cycle-time • Utilise employee self-service capabilities • Implement ‘must have’ first, then ‘should have’ Solution Selected • Financials, Procurement, HCM, EPM Cloud Project Outcome • Completed phase one in 5 months, and entire scope in 13 months • Reduced financial month-end cycle time by 50% • Reduced planning cycle from 1 week to 1 day • Greatly improved operational efficiency • Real-time financial reports • Produced ad-hoc reports easily Lessons Learnt • Agree on solutions scope early • Define environment plan for iterative cycles • Manage dependent service partners • Risk-based testing approach
- 44. Session ID: Remember to complete your evaluation for this session within the app! 10233 Your consulting “Partner” jim.pang@pwc.com jim.pang88@gmail.com Q&A