Oracle Apps Life Cycle - Basic guide for beginners
- 1. © 1997 - 2005 Savitr Software Services Slide 1 Of 26
- 2. © 1997 - 2005 Savitr Software Services Slide 2 Of 26 • Integrated, Global Application • Oracle Apps Family • ERP Customer Stats • Global / Local Approach • Services Offered • Methodology • Project Experience • Case Studies Index
- 3. © 1997 - 2005 Savitr Software Services Slide 3 Of 26 Oracle Apps Briefing INTEGRATED GLOBAL APPLICATION
- 4. © 1997 - 2005 Savitr Software Services Slide 4 Of 26 Fully Integrated, Global Application Finance Finance WORKFLOW WORKFLOW CUSTOMER RELATIONSHIP CUSTOMER RELATIONSHIP MANAGEMENT MANAGEMENT SUPPLY CHAIN SUPPLY CHAIN MANAGEMENT MANAGEMENT MANUFACTURING MANUFACTURING FINANCE FINANCE PROJECTS PROJECTS HUMAN RESOURCES HUMAN RESOURCES
- 5. © 1997 - 2005 Savitr Software Services Slide 5 Of 26 Index • Integrated, Global Application • Oracle Apps Family • ERP Customer Stats • Global / Local Approach • Services Offered • Methodology • Project Experience • Case Studies
- 6. © 1997 - 2005 Savitr Software Services Slide 6 Of 26 Oracle Web Employees HUMAN RESOURCES PROJECTS MANUFAC - TURING BUSINESS INTELLIGENCE LOCAL EXTENSIONS SELF-SERVICE FINANCIALS CRM ORACLE E-BUSINESS SUITE ORACLE E-BUSINESS SUITE VERTICAL EXTENSIONS SCM Oracle Apps Family
- 7. © 1997 - 2005 Savitr Software Services Slide 7 Of 26 • Integrated, Global Application • Oracle Apps Family • ERP Customer Stats • Global / Local Approach • Services Offered • Methodology • Project Experience • Case Studies Index
- 8. © 1997 - 2005 Savitr Software Services Slide 8 Of 26 Xx 11i E-Business Suite Customers Oracle Apps Customer Stats: xx Apps customers world-wide xx production customers ERP Customer Stats
- 9. © 1997 - 2005 Savitr Software Services Slide 9 Of 26 • Integrated, Global Application • Oracle Apps Family • ERP Customer Stats • Global / Local Approach • Services Offered • Methodology • Project Experience • Case Studies Index
- 10. © 1997 - 2005 Savitr Software Services Slide 10 Of 26 Local / Global Approach GLOBAL CORE CULTURAL PROCESSES CULTURAL PROCESSES STATUTORY RULES STATUTORY RULES LOCAL REPORTING LOCAL REPORTING
- 11. © 1997 - 2005 Savitr Software Services Slide 11 Of 26 • Integrated, Global Application • Oracle Apps Family • ERP Customer Stats • Global / Local Approach • Services Offering • Methodology • Project Experience • Case Studies Index
- 12. © 1997 - 2005 Savitr Software Services Slide 12 Of 26 Service Offering THINK BUILD OPERATE SOLUTION ACCELERATORS PROCESS DOMAIN TOOLS • ERP Assessment and Health-check • Product Selection • System Performance Tuning • Upgrade Assessment CONSULTING • Business process study • Business process Mapping • Gap Analysis • Configuration • Go-Live Support IMPLEMENTATION • Requirement Study • Design & Development • Integration • Integrate Legacy systems to OA • Develop Custom APIs CUSTOMIZATION • Roll-out support • Enhancements to Customizations • Product support • System Administration • System/Application • Tuning and patching SUPPORT • Upgrade to 11i • Maintenance upgrade UPGRADE • Center of Excellence • Rollout Assessment • Functional and Regression Testing SPECIAL OFFERINGS
- 13. © 1997 - 2005 Savitr Software Services Slide 13 Of 26 Implemented Modules Of Oracle Apps • Core-HR • Payroll • Self-Service • Advanced Benefits • OTL • Ilearning (OTA) • Irecruitment • HR Intelligence • Oracle Marketing • Oracle Sales • Oracle Services • Oracle Partner Relationship Management • Analytics • General ledger • Assets • Cash management • Payables / receivables • Financial analyzer • Enterprise planning & budgeting • Daily business intelligence for projects • Billing • Collaboration • Contracts • Costing • Portfolio Analysis • Time and Labour • Project Resource Management • Procurement • Manufacturing • Order management • Product lifecycle management • Supply Chain Execution & Planning • Logistics CRM FINANCIALS SCM • Inventory • Bill of materials • Work in progress • Engineering • Mrp • Cost MANUFACTURING PROJECTS HRMS
- 14. © 1997 - 2005 Savitr Software Services Slide 14 Of 26 • Integrated, Global Application • Oracle Apps Family • ERP Customer Stats • Global / Local Approach • Services Offering • Methodology • Project Experience • Case Studies Index
- 15. © 1997 - 2005 Savitr Software Services Slide 15 Of 26 Methodology • New 11i end-to-end Implementations or module add-ons in existing implementations or up gradations to new versions • Project management • Requirement Analysis • Solution Function design • Gap Fitment Analysis • Customization Development • Conference Room Pilots (CRP) - Iterative approach • Comprehensive User Training • Production Instance Setup & Deployment with proven successful Go-live strategies • Production Readiness Assessment, Cut-over Activities, Data Migration & Go – live • Post implementation Support & Maintenance Schedules Deliverables Quality Management
- 16. © 1997 - 2005 Savitr Software Services Slide 16 Of 26 Deliverable Documents • Requirements Gathering - RD-20 • As is document – BP80 • To Be document – BP100 • Business Function document – BR100 (Set up document) • Gap Analysis - BR80 • User acceptance test – TE40
- 17. © 1997 - 2005 Savitr Software Services Slide 17 Of 26 • Integrated, Global Application • Oracle Apps Family • ERP Customer Stats • Global / Local Approach • Services Offering • Methodology • Project Experience • Case Studies Index
- 18. © 1997 - 2005 Savitr Software Services Slide 18 Of 26 Oracle Applications Project Experience • Large Manufacturing company In U.S, • Applied materials, U.S • Poly-Propylin Valves Manufacturing, India, Tiwan. • Large Cement manufacturing in U.K MANUFACTURING • Large Pharma Company around 75 countries • Bulk drugs division • Research and Development centers, U.S, India, • Exports Division – U.S, Hong-Kong, Germany, Russia. PHARMACEUTICALS • Large Fin Svcs Company, UAE • Large Consulting Company, U.S • Project partners- California Bank in UAE • Tourism corporation in UK & Middle –East • Broad band services • Broadcast Media Company - UK SERVICES FINANCIAL
- 19. © 1997 - 2005 Savitr Software Services Slide 19 Of 26 Oracle Applications - Expertise EXPERTISE • EXPERIENCED CONSULTANTS • PROVEN IMPLEMENTATION METHODOLOGY • CUSTOMIZATION AND DATA MIGRATION TOOLSETS • KNOWLEDGE BASE OF PREVIOUS PROJECTS • PROJECT MANAGEMENT EXPERIENCE • DEDICATED CENTER OF EXCELLENCE SERVICE OFFERINGS • IMPLEMENTATION, UPGRADATION, MIGRATION, LOCALIZATION AND MAINTENANCE OF THE ENTIRE ORACLE APPS BUSINESS SUITE • BPR AND CHANGE MANAGEMENT • PRODUCTION SUPPORT AND HELP DESK • APPS – PIONEERING (PRODUCT SELECTION) • APPS TRAINING • APPS AUDIT
- 20. © 1997 - 2005 Savitr Software Services Slide 20 Of 26 • Integrated, Global Application • Oracle Apps Family • ERP Customer Stats • Global / Local Approach • Services Offering • Methodology • Project Experience • Case Studies Index
- 21. © 1997 - 2005 Savitr Software Services Slide 21 Of 26 Case Studies Implementation in a Pharmaceuticals BUSINESS DRIVERS • To implement Oracle Apps with all modules to make online function • To support the benefits enrollment of 5500 employees across 10 locations • Integrate 3rd party Payroll with Oracle Apps • To integrate Swipe card and Leave management system with SSHR • Secured Business group ACHIEVEMENTS • Installation of Oracle Apps 11.5.7 version latest • Online work flow • Easy setup category wise • Implemented and make online in a span of 3 months with out any obligations MAJOR ACCOMPLISHMENTS • Use AIM Methodology • Customized self-service screens • Provided time card entry in self-service • Set up grades based on positions to rate performance reviews and awards • Set up advanced benefits to various categories of employees • Work-Flow Notifications • Using API’s uploaded all the employee details ORACLE PRODUCTS • Human Resources 11.5.7 • Self Service HR • Oracle Advanced Benefits • Discoverer • Oracle 9i Database • Internet Developer Suite A large Pharmaceutical company with 8 FDA units and functions around 75 countries in the world has gone for implementation
- 22. © 1997 - 2005 Savitr Software Services Slide 22 Of 26 Case Studies Upgradation in a Pharmaceuticals BUSINESS DRIVERS • Up gradation of Oracle Apps from 11.5.7 to 11.5.9 • Implementation of OTL module for pure functions of time card entry and absence MAJOR ACHIEVEMENTS • Successfully upgraded from 11.5.7 to 11.5.9 of all modules finance, purchase, manufacturing, HRMS, Sales. • Customized forms and reports in Core-HR, OTL. ORACLE PRODUCTS • Oracle 11i • Oracle 9i Database • OTL Module • Internet Developer Suite
- 23. © 1997 - 2005 Savitr Software Services Slide 23 Of 26 Case Studies Implementation in a Large Manufacturing Sector BUSINESS DRIVERS • Implementation of Oracle Apps using various required modules • Application upgrade to avail enhanced business functionality • Provide applications with improved GUI • Consolidation of 4 instances into one single global instance • Reorganizing and streamlining the customization • Use of multiple languages like English, Japanese, German, to support the local language. • Integration of 3rd party payroll with Oracle Apps in India • To make online functions of billing and current assets SOLUTION • Installation of Oracle Apps 11.5.7 version • Implemented Core-HR, SSHR, US Payroll, iRecuitment, OTL, Advanced benefits, OTA • Implemented Upgrade Impact Analysis • Consolidation of 4 instances – Americas, Japan, Asia, Middle –east countries • Installed multiple languages to support local languages • Upgrade custom components & integrate with 11i system • Integration of interfaces with 11i system • Production support for 11i system • Upgrade base Oracle Applications package from version 11.5.7 to 11.5.10 • Implemented Bill of materials
- 24. © 1997 - 2005 Savitr Software Services Slide 24 Of 26 PROCESS • Dry-run of every process • Validation of all data • Testing of all current and future HR application functionality • Testing of all integrated applications • Flow to all business owned downstream systems • Integration of bridges (testing of simultaneous 11i systems) RESULTS • Richer Functionality of the applications • Onsite-Offshore model, optimized cost • Low maintenance cost • Ease of future upgrades because of one single global instance ORACLE PRODUCTS • Oracle Apps 11i - HRMS - Financials - Manufacturing - Inv, BOM, WIP, PO, OM • Forms & Reports 6i Case Studies Implementation in a Large Manufacturing Sector (Contd.)
- 25. © 1997 - 2005 Savitr Software Services Slide 25 Of 26 Case Studies HR Upgrade at a Large Valves - Manufacturing Company BUSINESS DRIVERS • Competitive environment • To be aligned with the industry best practices • Easy availability of information across all the business units • Need for industrial Automation • To roll out Self Service for employees organization wide with a Big Bang Approach MAJOR ACCOMPLISHMENTS • Successful implementation of Oracle Apps in a record time of 3 months • Upgrade of the functionality from 11.5.6 to 11.5.9 the latest version which came up during implementation period • Beta testing site for Oracle in some of its newly released modules • First time implementation of OTL module and balanced score card in Indian scenario •Provided solution for industrial relationship BEST PRACTICES • Phased implementation • Proven implementation methodology • Use of consultants with rich domain knowledge in the manufacturing sector • Documentation aligned with the stringent Quality Processes of Savitr • Professional deployment of functional and technical resource for the project RESULTS • Implemented Oracle Human resources, Oracle Training Administration, SSHR, Integrated with 3rd party Payroll, Oracle Time & Labour • Ease of Up gradation in future
- 26. © 1997 - 2005 Savitr Software Services Slide 26 Of 26 Case Studies Implementation for a Tourism corporation in UK & Middle -East BUSINESS DRIVERS • To implement core HR and SSHR in a fast track period of 90 days • To roll out Self Service for employees organization wide with a Big Bang Approach SOLUTION • The core HR, Payroll and Training were quickly deployed for rapid integration with the HR function. • Developed number of specific interfaces to ensure that the solution is integrated into the IT infrastructure. • End-User Groups were created on specific responsibilities and read-only forms were enabled modifying the parent HR Task flow nodes. Such Read-only forms are called by HR API’s to Self Service Pages CLIENT BENEFITS: • The entire Implementation was completed in a record span of 90 days • The Self Service application was rolled out in two phases: – Phase-I was the core delivery – Phase-II was a success due to the zero glitch factor in Phase-I thereby maximizing benefits and reducing risk ORACLE PRODUCTS: • Human Resources 11.5.9 • Self Service HR • Oracle 9i Database • Internet Developer Suite
- 27. © 1997 - 2005 Savitr Software Services Slide 27 Of 26 Case Studies Payroll Implementation for a Broadband Service Provider BUSINESS DRIVERS • To support Payroll transactions for employees globally within an integrated HRMS environment • To reduce Indirect Payments to employees through Vouchers. • To implement region Specific labor pay rules • To enable / allow Multiple Payment Methods SOLUTION • Implemented global payroll for employees. • Designed Earning Elements and setups to replace voucher Payments. • Localized the Payroll engine by applying region specific input rules for 3 localizations • Defined Monthly, Semi Monthly, Weekly, Daily payment methods • Developed custom reports to facilitate periodic payroll run. ORACLE PRODUCTS • Human Resources 11.5.9 • Self Service HR • Oracle Advanced Benefits • Oracle 9i Database • Internet Developer Suite CLIENT BENEFITS • Multi-Region legacy payroll replaced by an integrated Payroll System • Localization delivers up-to-date currency exchange rules. • Flexibility to employ and pay contractual employees.
- 28. © 1997 - 2005 Savitr Software Services Slide 28 Of 26 Case Studies Bank in UAE – Implementation of Oracle Apps BUSINESS DRIVERS • Competitive environment • Create organizational infrastructure to consistently deliver superior products, convenient access channels and efficient service • Business in different Currencies • Real time financial data • Respond to the changing business environment • Solution in a box – easy rollout BEST PRACTICES • Implementation of Oracle Applications • Phased Implementation • Development of custom reports to support fast decision making process • Use of consultants with rich domain knowledge in the financial services sector MAJOR ACCOMPLISHMENTS • A stream-lined business process leveraging the industry best practices • Efficient Maintenance of the funds for better realization and hence profitability of the organization • Effective utilization of human resources across all the branches • Fast closure of Final Accounts due to online accounting system and facilitating quick adjustment entries RESULTS Implementation was done in 10 months Implemented - Oracle Financials, - Human Resources, - Procurement and - Inventory
- 29. © 1997 - 2005 Savitr Software Services Slide 29 Of 26 Case Studies Project Partners, California BUSINESS DRIVERS • To Implement Oracle Apps 11.5.9 Version • To support the Project management • To enable end users to dynamically generate reports using 3rd party tools like Actuate MAJOR ACCOMPLISHMENTS • Customization of forms • 14 new forms were developed in the whole project • Self-service enabling function for employees and customers • Registration and generation of Menus and Functions ACHIEVEMENTS • Made online functions for billing, purchasing materials • Easy use for customers to track the data • Provide a more robust and value added self-service customer interface • Professional deployment of functional and technical resource for the project • Developed Form wizard to dynamically generate reports using 3rd party tools ORACLE PRODUCTS Oracle Apps 11i • Project management module - Project Billing, Contracts, Collaboration, Costing, Portfolio analysis, - Project Accounting • Financials module - GL, Fixed Assets, Accounts receivables & payables, Cash management
- 30. © 1997 - 2005 Savitr Software Services Slide 30 Of 26 Case Studies Large Finance Services Company , UAE SOLUTION • A two phased approach was adopted to implement Oracle APPS Project, referred to as SPOC. • The applications, interfaces and data conversion activities are completed in Phaes-1 : Financials, Project Accounting, Interfaces and Data conversions • Used AIM Methodology MAJOR ACCOMPLISHMENTS The integration between the financial system and projects, payroll and HR system was non-existent. It was extremely difficult to provide visibility into the operations of the company, both from management and financial perspective. The implementation has involved absence of business processes and standards, BUSINESS DRIVERS • To implement Oracle Apps 11.5.9 version • To make online in link to all functions BENEFITS • Gain Operational efficiencies • Have flexible and analytical management reporting • Support growth in existing business lines • Easily manage financial consolidation • Provide a more robust and value added self- service customer interface ORACLE PRODUCTS: • Oracle Apps 11i - Financials - Project Accounting - Human Resources - Payroll - Data conversions • Sun Solaris 2.8 • Oracle Web server ( Apache Server)
- 31. © 1997 - 2005 Savitr Software Services Slide 31 Of 26 Case Studies Upgradation-Leading UK Broad Cast Media Company Business Drivers • To upgrade Oracle Apps 11.0.3. version to 11.5.9 • To cut down the MRP timing • Standard Order line workflow Benefits • Establish a platform with the latest technology • Implement sales and marketing applications • Implement Project accounting modules • Eliminate some of the existing customizations, resulting in less maintenance Solution: Upgrade the following modules: • Financials: - GL, Accounts Receivable/Payable , Assets • Distribution/Service modules - Order entry, Purchasing, Service, Install base, Depot repair • Manufacturing Modules: - Inventory, Bill of Materials, WIP, Engineering, MRP, Cost • Other Modules: - Human Resources, Workflow, ADI, Alerts, - Discoverer • Convert 24 custom reports/executables from Reports 2.5 to Reports 6i • Upgrade custom workflow
- 32. © 1997 - 2005 Savitr Software Services Slide 32 Of 26 Thank You “The name Savitr is rooted in the origins of creation and it symbolizes, epitomizes, and glorifies the primal life giving and life sustaining force that permeates the entire universe. We have made a sincere, genuine and humble effort to capture the essence of this primal force. For us the essence translates to life giving and life sustaining solutions in the software services realm.” www.savitr.com | oracle@savitr.com