Oaug Ebp Crp Findings
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Transcript of Oaug Ebp Crp Findings
OAUG EBP CRP Findings
Atlanta
October 21, 2005
Confidential. All trademarks appearing herein belong to their respective owners.2
Purpose for Presentation
Genpact Introduction
Case Studies and Detailed Review of Product Comparison
AgendaAgenda
Confidential. All trademarks appearing herein belong to their respective owners.3
Purpose of Presentation
1. Review Status of CRPs for Oracle Enterprise Budgeting & Planning
Originally this presentation was to focus on the completed implementations of Oracle EBP.
These projects with V1 have been placed on hold until the release of V2 in September of 2005 which appears to be substantially more mature in functionality and technology.
2. Review Comparative Analysis Versus Competitive Products
Confidential. All trademarks appearing herein belong to their respective owners.4
Purpose for Presentation
Genpact Introduction
Case Studies Introduction and Detailed Review of Product Comparison
AgendaAgenda
Confidential. All trademarks appearing herein belong to their respective owners.5
Healthcare EntertainmentIndustrialFinanceMaterials Transportation Energy
Supply Chain Financials
Manufacturing
Customers
AssetsEmployees
Procurement
Suppliers
Healthcare EntertainmentIndustrialFinanceMaterials Transportation Energy
Supply Chain Financials
Manufacturing
Customers
AssetsEmployees
Procurement
Suppliers
GE Capital International Services
Shared Service Center
1997 to 2004
Healthcare EntertainmentIndustrialFinanceMaterials Transportation Energy
Supply Chain Financials
Manufacturing
Customers
AssetsEmployees
Procurement
Suppliers
Healthcare EntertainmentIndustrialFinanceMaterials Transportation Energy
Supply Chain Financials
Manufacturing
Customers
AssetsEmployees
Procurement
Suppliers
Genpact 2005
Supply Chain Financials
Manufacturing
Customers
AssetsEmployees
Procurement
Suppliers
Supply Chain Financials
Manufacturing
Customers
AssetsEmployees
Procurement
Suppliers
Genpact80+
Global 2000
Genpact Overview and History
Confidential. All trademarks appearing herein belong to their respective owners.6
A Snapshot of Our Global Operations
Industry-Specific Processes Applications & Technology
Denotes a Genpact operating location
Consumer Lending
We manage collections across 250,000 private label credit cards daily
Insurance We process 720,000 insurance claims annually
Oracle Genpact is the 4th largest Oracle E-Business Suite Consulting Organization
Genpact Supports Over 65 Global Instances
Finance / Accounting
We process 60% of GE’s payables globally – $40 billion in payables over 6 mil. invoices
We close the books and manage SEC reporting for 15 GE Capital businesses
We process over $4 billion of outbound billing invoices
Retail We handle $35 billion in daily cash settlements for 30 retailers
Energy We manage billing for a billion dollar energy services business
Global Operations
We reconcile loan balances across GE’s 2,600+ legal entities across 48 currencies
We reconcile 90,000 accounts for 28 businesses globally
We serve clients in 40 countries, in 19 languages
Our 18,000 employees have 27 nationalities
Confidential. All trademarks appearing herein belong to their respective owners.7
Purpose for Presentation
Genpact Introduction
Case Studies and Detailed Product Review
AgendaAgenda
Confidential. All trademarks appearing herein belong to their respective owners.8
Case Studies Introduction
1. Genpact Internal Implementation
2. Product Evaluation for multiple 3-20B+ Businesses
Confidential. All trademarks appearing herein belong to their respective owners.9
Current Tollgate with No issues
Current Tollgate with Minor issues
Current Tollgate with Major Issues
Genpact WAM (SSO)
Identity Manageme
nt
Data Center
Separation
SSO ID Migration
Mail & Messaging
Global Connectivi
ty
POP Migration
Dial VPN
LAN/WAN separation
Ebusiness Suite
TG3
15 Mar 05
TG4
17 Apr 05
TG4
18 Mar 05
TG3 & TG4
3 Apr 05
TG5
18 Apr 05
TG1
10 Mar 05
TG2
30 Mar 05
TG3
5 Apr 05
TG4
2 May 05
TG5
20 June 05
TG2
11 Apr 05
TG3
4 May 05 20 June 0513 May 05
TG5
20 Apr 05
TG5TG3
30 Mar 05
TG5
12 May 05
TG2
TG4/TG5 - Mail
TG5
5 June 05
TG2
14 Mar 05
1 Mar 05 15 Mar 05 1 Apr 05 15 Apr 05 1 May 05 15 May 05 1 Jun 05 15 Jun 05 1 July 05 15 July 05 1 Aug 05 15 Aug 05 1 Sep 05 15 Sep05 30 Sep 05
Active Directory
TG4 & TG5
7 Apr 05
Mgmt Rail
Application
Migration
TG5
1 June 05
TG3
22 Mar 05
eTnL
27 Mar 05
Genpact Portal
Learning Mgmt
System
TG2
20 May 05
TG3 & TG4
14 Jun 05
TG2
19 Apr 05
TG3
12 May 05
TG4 TG5
31 May 05
1 June 05
TG5
6 Apr 05
TG5
TG1
29 Mar 05
TG4
20 Apr 05
TG3 & TG4
1 Apr 05
17 May 05
TG3
18 Apr 05
TG4
18 May 05
TG3
5 Mar 05
TG4
TG3
6 Apr 05
TG4/TG5 -IM
10 May 05
IM – Ph 1
Mail – Ph 1
TG5
15 Jun 05
TG3
17 Mar 05
Ph1 (GGN,HYD, MEX) TG4 & TG5
Ph2 (Other Sites & Integration)
29 Apr 05
TG6 (Stress Test)
12 May 05 Core HR with reports SSO enabled
with HRSS & e-EMS
(1000, 0)
27 May 05
TG5
3 Jun 05
(3567, 0) (7627,1000) (11539,3567) (12391,7627)
13 May 05 27 May 05
(12391,11536)
10 June 05
(12391,12391)
24 June 05
*
*
*
*
*
*
Data Migration to NAS
Ph1 – LMS with Guest ID access
All user mailboxes created
TG4
Sametime & Blackberry Rollout Webchat rollout
E-mail & AD integration
20 Aug 05
TG1
1 May 05
TG2
20 May 05
TG3
15 June 05
TG4 & TG5
25 July 05
eTnL go-live
Remoteoffice.com go-live
SSO enable
SSO enable
Project Phase 1 completed
Project Completed
GESS App migration
Internal Projects
Confidential. All trademarks appearing herein belong to their respective owners.10
IT Transition Phase I ( Jan 1 to June 30)
IT Transition Execution – The Organization
• Central PMO to coordinate and risk manage all projects (50+ projects, 400+ project team)
• Global Help Desk (24x7) to provide L1 and L2 support for all Genpact locations & mobile employees
• Comprehensive ‘All Employee’ communication and Web Site on the IT Transition
• Transition Ambassadors for floor-level support to process associates
• IT Clinic for handling special requirements of leadership, contractors, remote employees
Representative Projects
• Establish Data Center, Network Infrastructure, Security
• Establish desktop standards, Inventory Physical Assets
• Define Corporate Structure, Processes, Hierarchy, New Organiziations, Acquisition of Creditek
• Implement Administrative Applications – Oracle HR/Payroll, Financials
• Evaluate and Implement Supporting Systems – EBP, OFA, LMS, Blackberry, Email
• Implement New Systems – Siebel CRM
• Establish Global Help Desk (24x7) to provide L1 and L2 support for all Genpact locations & mobile employees
Confidential. All trademarks appearing herein belong to their respective owners.11
Genpact POP Migration : Move to Genpact POP at Cincinnati
Challenges : Ordering & commissioning of approx. 70 T1s & 2DS3s and migration of
Voice & Data circuits and IGX equipment to Genpact POP.
LAN & WAN separation : Setting-up of Genpact 58.x network
Challenges : Obtaining of 50,000 Public IP addresses. Installation of approx. 100
network devices (Routers, Switches, Firewalls) with-in short time. Setting-up of
standards for Genpact connectivity to customers (Firewall rules).
Establish Infrastructure : Procure and Install 700 Servers – 20 Terabytes of data
Sample Challenges
Confidential. All trademarks appearing herein belong to their respective owners.12
Genpact Internal EBP Project
Genpact Team Trained Along with OCS
Genpact is co-located with Oracle Development in Hydrabad
Implemented EBP v1 in Stand Alone Fashion
Developed Business Cases with CFO
Discovered Functional Issues Causing Delay Inability to Customize Did not support complex allocations Multiple sets of books issue in V1 References Indicated Problems in V1
Implemented OFA Until EBP Allocations is Enhanced
Validated Technology Support Superiority to ESSBASE
Created EBP Evaluation and CRP Center for OFA / Hyperion Conversions
Confidential. All trademarks appearing herein belong to their respective owners.13
Hyperion Cog/Other OFACompany 1Company 2Company 3Company 4Company 5Company 6Company 7Company 8Company 9Company 10Company 11Company 12Company 13Company 14
0
2
4
6
8
No of Businesses 3 3.5 7.5
Hyperion Cognos/Other OFA
Multi-Company Evaluation
Businesses primarily using these tools for consolidation
End of Life – New Tools Needed
Confidential. All trademarks appearing herein belong to their respective owners.14
Does one size fit all? 5% 1%
8%3%
26%
4%
12%13%
26%
24% 36%
18%
52%
42%33%
42%
17% 14% 15%
9%
0%
20%
40%
60%
80%
100%
High ContributionPlanning
Integration withBusiness Application
Additional controlbeyond Excel
Accelerate Frequencyof cycles
Very High
High
Medium
Low
Very low
AMR Research Report July 2005
Basis for Evaluation
Should we consolidate our reporting tools?
Should we combine our Planning Analysis and Reporting tools?
Questions External Drivers for New EPM Tools
Confidential. All trademarks appearing herein belong to their respective owners.15
Industry Perspective – Why Do Anything
Nearly 70% of the company surveyed indicates that integration with underlying business application are supporting data is of highest importance.
High contribution planning comes next, at 60%
Control of the process beyond “spreadsheet hell” ranks third, with slight more than 50%.
Accelerating the frequency of planning cycle places fourth, with slight less than 50%.
AMR Research Report July 2005
Confidential. All trademarks appearing herein belong to their respective owners.16
Does One Size Fit All Business
Planning Frequency 2005
Monthly29%
Contenious21%
Annual13%
Quarterly37%
Planning Frequency by Company Size
18%
29%
37%
16%
10%
40%
40%
10%
22%
20%
40%
7%
0% 20% 40% 60%
Continiously
Monthly
Quaterly
Annually
Small
Medium
Large
Planning Frequency by Industry
18%
10%
22%
29%
20%
37%40%40% 40%
7%
16%10%
0%
20%
40%
60%
Manufacturing FinancialServices
Services
Continiously
Monthly
Quaterly
Annually
AMR Research Report July 2005
Confidential. All trademarks appearing herein belong to their respective owners.17
ArchitectureCost to implement, maintain, manage
Product SuiteImplementation cost, services, Hardware, Software
IntegrationOracle and Hyperion direction, manage business complexity, time
Capabilities/ FunctionalityComplexity in business, reporting requirements, CTQs
Ease of MigrationCost of implementation, support, CTQs
Strength Vs. Weakness
Our Focus on Product Comparison
Each Business Unit will have Distinct Needs and Drivers, This is to provide a comparison in those areas that can be relevant across groups
Confidential. All trademarks appearing herein belong to their respective owners.18
Oracle vs. Hyperion Direction
STRATEGIC REPORTINGOracle Balanced Scorecard
STRATEGY FORMULATION & GOAL ACHIEVEMENT
Oracle Balanced Scorecard
SCENARIO ANALYSISOracle Balanced Scorecard
CORPORATE MISSION & GOALSOracle Balanced Scorecard
TRANSACTING & REPORTING Oracle ERP Applications
BUSINESS ACTIVITY MONITORING Oracle Daily Business Intelligence
DATA STORAGE & REPORTING Oracle 9i, Warehouse Builder, Discoverer, Reports
SALES FORECASTINGOracle Sales Online
PROMOTION PLANNINGOracle Marketing
PLANNING, BUDGETING& GOAL SETTING
Oracle Enterprise Planning and Budgeting, Oracle Financial Analyzer and Sales Analyzer
CAPITAL PLANNINGOracle Treasury
SUPPLY CHAIN PLANNINGOracle Adv.Plan. & Scheduling
HR PLANNINGOracle Human Resources
DEMAND PLANNINGOracle Demand Planning
STRATEGIC REPORTINGOracle Balanced Scorecard
STRATEGY FORMULATION & GOAL ACHIEVEMENT
Oracle Balanced Scorecard
SCENARIO ANALYSISOracle Balanced Scorecard
CORPORATE MISSION & GOALSOracle Balanced Scorecard
TRANSACTING & REPORTING Oracle ERP Applications
BUSINESS ACTIVITY MONITORING Oracle Daily Business Intelligence
DATA STORAGE & REPORTING Oracle 9i, Warehouse Builder, Discoverer, Reports
SALES FORECASTINGOracle Sales Online
PROMOTION PLANNINGOracle Marketing
PLANNING, BUDGETING& GOAL SETTING
Oracle Enterprise Planning and Budgeting, Oracle Financial Analyzer and Sales Analyzer
CAPITAL PLANNINGOracle Treasury
SUPPLY CHAIN PLANNINGOracle Adv.Plan. & Scheduling
HR PLANNINGOracle Human Resources
DEMAND PLANNINGOracle Demand Planning
Essbase Multidimensional Analysis System
Sales Tracking &
Analysis
Planning & Budgeting
Financial Consolidation & Reporting
Performance & Variance Reporting
Product Line
Analysis
Executive Information
System (EIS)
Essbase Multidimensional Analysis System
Sales Tracking &
Analysis
Planning & Budgeting
Financial Consolidation & Reporting
Performance & Variance Reporting
Product Line
Analysis
Executive Information
System (EIS)
1. Can you afford to wait for Oracle’s vision
2. Do you want to bet on Oracle or Hyperion for the larger integrated vision
3. Do you want to migrate to Oracle security and technology platforms for standardization
Confidential. All trademarks appearing herein belong to their respective owners.19
Architecture
EPB HyperionTiered Structure Client – HTML
Middle Tier – Application Server,BI Beans etc.
Data – Oracle DB server
3-Tired StructureClient - Web, Windows
Middle Tier – RDBMS
Data – Essbase
Cube Multiple Business process data e.g. Actual, Budget, Forecast
Partitioned Cubes.
Stand alone cubes.
Personal Workspace Available within single oracle database, cant work offline.
Available to work offline through Performance suite
Task management Concurrent manager Essbase application manger manages the task at runtime.
Client HTML Web Client/Java Client/Windows Client
Application Tools Available as Oracle Apps Responsibility
(EPB Admin, Controller, Analyzer)
Hyperion Planning, Business Rules, Analyzer,Report, Application link(HAL), Esbass, Performance Suite
Confidential. All trademarks appearing herein belong to their respective owners.20
Oracle GL
Oracle HROther ERPOther Transaction SystemsExcel/Flat Files/RDBMS/XML
INTEGRATION LAYER
Data Meta-Data
HYPERION PLANNING
WEB APPLICATION SERVER
Meta-Data
Web Forms
Excel
Essbase
RDBMS Planning
Repository
Architecture
EPBEPB HyperionHyperion
Confidential. All trademarks appearing herein belong to their respective owners.21
Product suite
EPB HyperionBudgeting & Planning Controller, Admin, Analyzer
ResponsibilityHyperion Planning
Modeling/Rules Controller Responsibility Business Rules
Hyperion Performance Suite
Ad_hoc Query Analyzer Responsibility Hyperion Analyzer
Hyperion Performance Suite
Reporting Analyzer Hyperion Reports
Data load Controller Responsibility, HAL ( Hyperion Application Link)
Confidential. All trademarks appearing herein belong to their respective owners.22
Product Integration
EPBEPB HyperionHyperionERP Application Tightly integrated with Oracle Apps.
Available for Oracle e-Business Suite 11.5.9+ (11.5.10)
No Direct Link to ERPs
ETL/ Dataload Data from GL can be directly load into EPB, for other feeds any tool for loading relational tables can be used, such as SQL Loader, Oracle Warehouse Builder, or 3rd party ETL tools.
HAL and Load rules which provide limited ETL Facility. 3rd party ETL tools can also write to esbass database.
User Interface Data Entry : Worksheet Data Entry: Excel , XML Based, Web Entry, Custom Entry using API
Data Extract: Excel, HTML, Text( Fixed, CSV),
XML Based
Data Extract: Excel, XML Based, Text, Excel, PDF
Structures and data from OGL can be automatically loaded into EPF and EPB.
Different tools like HAL, Load rules , ETL tools can be used to load data.
Metadata EPB is part of Oracle CPM which allows other family product to access data/metadata
Integration between Meta data of Various Hyperion applications using Hyperion Hub.
Confidential. All trademarks appearing herein belong to their respective owners.23
Functionality/ Capability
EPB HyperionLanguage Support 28 Language Supports 12 Languages
Scalability Easily scalable Easily scalable
Workflow Workflow based business process can be created with multiple levels
Facility of notification
Shadow responsibility
Workflow driven security
Workflow and process management capabilities for single stage
Email Notification
Approve, Reject, Promote
Workflow driven Security Features
Exception Alert Rule based exceptional Alert feature for Business process run. e.g( list of business reporting losses)
Alerts can be generated by using third party tools. e.g ( Java scripts, unix scripts, ETL)
Version capability Systems has inbuilt functionality to maintain version for budgets
Version can be managed through version dimension.
Set of books Current version of EPB can connect to only one SOB.*( Ver 2.0 will support msob)
In absence of direct link with Oracle GL , extracts can be made possible through ETL tools.
Working offline Not possible Possible If using Performance Suite
Confidential. All trademarks appearing herein belong to their respective owners.24
Functionality/ Capability
EPB HyperionBulk data load Not possible with ver 1.0, should be available
in V2. You currently load 1 month at a time.Possible along with dimensional builds
Financial rules Model design possible during creation of business process.
Graphical tool for creating Business Rules
Forecasting EPB provides forecasting feature to for required time period basis rules
Can be managed from dimension values for Cube.
Customization Not possible with version 1 or version 2. Possible
Business rules Complex allocation not possible Rich features to implement targeted calculations and complex allocations
Data entry Automation: Generate worksheet, Distribute worksheet, Manage submission window
Modeling capabilities: Calculations,Spread, grow, copy, Aggregation, Assumptions
Extending the worksheet:Personal dimension members, Extending the hierarchies
Validation on submission:Constraints, guidelines,Approval
Data entry Forms : Web forms , Excel data entry ,
Validation on submission: Web forms for data entry with the option of setting up validations and controls.
Data load SQL loader, ETL tool. Excel upload will be available in Version 2.
Batch loads through Flat files, Excel, XML or directly from RDBMS
Confidential. All trademarks appearing herein belong to their respective owners.25
Migration Path from OFA to…
EPB HyperionTools Oracle provides migration
path to existing customer of OFA/OSA to migrate their implementations to EPB.
There is no migration tools as such available in the market.
Process There is standard migration document from Oracle is available which tells on various migration paths from OFA/OSA to EPB.
Meta Data and Data can be extracted out of OFA and HAL can be used to build applications in Hyperion.
Confidential. All trademarks appearing herein belong to their respective owners.26
Strength Vs. Weakness
EPB HyperionStrength EPB lies on well proven architecture of
Oracle Applications.Covers all the bases but without the integration of Oracle
Can be Easily Migrated to OFA Easy processes available for customization.
Integrated with Oracle business suite hence easy to implement for businesses using Oracle Applications.
Weakness Very recently launched product, so not much of the success stories available.
Hyperion products are scattered, and not integrated in one tool.
Limited Feature of target calculations and allocations.
Not flexible whenever there is any change in structure say, change in business process. For e.g. just to add new dimension in same database, need to structure complete database again.
Customization not possible in ver 1.0 OFA migration is not straight forward.
Integration with Excel entry is not possible in current version.
Confidential. All trademarks appearing herein belong to their respective owners.27
Recap
1. EPB ver 2.0 needs to be tested in terms of Functionality, Technology, and stability
2. Oracle will be more tightly integrated with technologies, EPM and with ERP system
3. Few available consultants today, likely more consultants will be widely available for Oracle solutions
4. Unified skill set required across apps and EPB
1. Hyperion works today for Functionality, Technology, and is largely bug free
2. Hyperion is not integrated and will be more difficult to maintain over time
3. Hyperion may be more open to external integration over time
4. Hyperion will require many different technology skill sets
Planned Functionality is Likely Similar
APPENDIX