OBIA with ERP Upgrade-Leverage Packaged Analytics when Upgrading!
0 likes293 views
The document discusses the importance and process of ERP upgrades and the potential benefits of integrating Oracle Business Intelligence (BI) applications during these upgrades. It highlights the need for effective reporting solutions to enhance organizational agility, reduce IT burdens, and provide real-time data access. The content emphasizes Emtec's expertise and tailored approach to maximize value from both ERP systems and BI applications.
OBIA with ERP Upgrade-Leverage Packaged Analytics when Upgrading!
- 1. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. OBIA with ERP Upgrade Jon Given Saad Syed September 4th, 2014
- 2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Agenda ERP Upgrade Process Reporting Pain Points and Mitigation Why Now, not Later? The Emtec Advantage Closing 2
- 3. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Introductions 3 Saad Syed Functional Practice Manager, Emtec •7+ years of BI experience •3+ Years as Solution Consultant & Manager with Emtec •Background in operational & financial reporting and analytics, with focus on revenue recognition, cost control, process improvement, and change management. •(312) 216-6958 •Saad.Syed@emtecinc.com Jon Given Director – Oracle Financial Applications •13 years of ERP and Reporting experience •Solution Architect and Engagement Manager across PeopleSoft, EBS and Oracle Cloud ERP applications •Background across Order to Cash, Procure to Pay and Record to Report business processes •(312) 216-6905 •Jon.Given@emtecinc.com
- 4. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. ERP Upgrade Project •ERP Upgrades occur for a variety of reasons – Application enhancements – Technology enhancements – Support expiration – Retire customizations – Implement new modules or functionality •ERP Upgrades should be treated as formal projects: – Involves many resources from multiple functional and IT areas – Depending on size and complexity of your organization, upgrade can last anywhere from 4 months to 12 months+ 4
- 5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. ERP Upgrade Timeline Factors •Upgrade Approach – Transactional vs Transformational –Changing Business Processes –Adding new modules or functionality –Configuration updates •Customizations •Integrations •Resource availability •Competing projects or business-driven timings •User readiness and training approach •Testing approach 5
- 6. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Project Timeline and Tasks 6 Project Phases Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Project Initiation Phase Initiation & Planning Analysis/Design Phase Fit/Gap Analysis Initial Upgrade Pass (IUP) Future State Design Develop Phase Configure/Validate IUP Retrofit Customization Unit Testing Test Phase Move To Production 1 System Test 1 System test 2 Move To Production 2 User Acceptance Testing End-User Training Implementation Phase Go-Live Plan Final Move to Production Go/No Decision Go-Live Post Implementation Phase Post Production Support
- 7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 7 BI Opportunities to add value to the upgrade How do I provide metrics that span functional and data silos? How do I prepare for Fusion now? How do I decrease the load on my ERP system? How can I lower my ongoing maintenance costs? Functional IT How do I increase my organization’s agility? How can I foster cross functional collaboration? How do I push adoption of best practice KPI’s? How do I increase the organization’s resilience? •An ERP upgrade allows these value adds at low additional cost, making the ROI easier to justify •Oracle BI Applications enable these cost-effectively
- 8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Issues with Typical ERP Reporting •Reliance on ERP reporting tools creates burden on ERP performance •Multiple reports for similar data set • Lot of IT involvement •No real BI capabilities •External data silos are used for analysis •High maintenance •Upgrades are costly and time consuming REPORTS DAYS Most Real-time Analysis limited to: • A few days • A few users • A few reports Real-Time Only ~2%! 8
- 9. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. What Should Happen Implement Oracle Business Intelligence Applications along with your ERP upgrade 9 •Differentiate between Real-Time vs. Snapshot reporting •Provide true BI capabilities for your ERP system •Enable end-users to get to their data on their own •Provide end-users with cross functional reporting capabilities •Establish a single version of truth •Reduce the burden on IT Take advantage of your upgrade project to:
- 10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Maximizing the Value from Oracle BI Applications nVision PS Queries BI Publisher Discover Others ~2% Real-time Oracle BI Apps REPORTS DAYS External BI Reporting Oracle Transactional BI (OTBI) Oracle BI Applications This upgrade FUSION Custom or 3rd party DW 10
- 11. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Customization Fit- Gap Analysis Why Now? 11 Installation & People Tools Upgrade Apply Customizations Manual Setup Test and Deploy Report and External Silo Fit-Gap Analysis Report Customizations Upgrade External Reporting/Data Silos Configure ETL DW adjustments Tweak Dashboards Rollout Fit-Gap Analysis ERP Upgrade ERP Upgrade With BI Applications BI Applications BI Apps only adds a small incremental cost with a lot of Value-Add Customization Fit- Gap Analysis Installation & People Tools Upgrade Apply Customizations Manual Setup Test and Deploy Report and External Silo Fit-Gap Analysis Report Customizations Configure ETL DW adjustments Tweak Dashboards Rollout Rollout Next ERP Upgrade or Upgrade to Fusion Customization Fit- Gap Analysis Installation & People Tools Upgrade Test and Deploy Report, Analytics Fit- Gap Analysis Upgrade BI Applications Rollout Apply Customizations Manual Setup
- 12. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 2013. For Internal Use Only Reduced Maintenance Costs Without OBI Applications With OBI Applications Cost Savings Support Labor Costs Time Next ERP upgrade 12
- 13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Cross functional reporting enables collaboration and agility How do I proactively manage risks of my receivables portfolio? How does supplier performance impact customer satisfaction and revenue? Service Customers Sales Marketing Distribution Finance HR/Workforce Operations Procurement Customers Customers Suppliers Suppliers Suppliers How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance? 13 Oracle BI Applications enable this and your ERP upgrade is the ideal time to implement
- 14. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Additional Benefits •Validates the upgrade •Extremely helpful during data validation and UAT of ERP upgrade •Built for Oracle ERP –Provides SSO between ERP and Oracle BI –Leverages ERP Security –Drill back from OBIA dashboards to ERP transactional screens •For customers who also have Essbase –OBIEE integrates seamlessly with Essbase –Merge your budget and planning data with actuals from ERP system 14
- 15. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec Advantage 15 Functional and IT Expertise Data Model Fit-Gap Analysis Reporting (nVision, etc.) DAC and Informatica; ODI; GoldenGate Data Warehousing and Data Modeling OBIEE+ Dashboard Design Essbase and Planning Multidimensional Cube on PeopleSoft data 2-way Integration between Essbase and OBIEE (OECB) ADVANTAGES •Single cross-functional team for end-to-end solution •Fast implementation resulting in quick ROI •Low cost •Reduced client resource investment •Reduced risk ORACLE BI EXPERTISE Oracle ERP EXPERTISE EPM EXPERTISE 20 Consultant OBIA team Several OBIA Implementations BIFS Expertise OECB Launch Partner More than 30 consultants Elite Midwest Oracle Partner More than 300 Customers More than 40 consultants More than 300 customers Strong Midwest presence Cross Functional OBIA Team
- 16. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Q & A