Selim Burduroğlu Enterprise Architect Named and Strategic ...

Selim BurduroğluEnterprise Architect

Named and Strategic AccountsOracle, USA12.12.2006

• Why Have a Roadmap?• Concepts• Fusion Guiding Principles• Fusion Adoption Model

• Fusion Health Check & Assessment

• Roadmap to Fusion• Extend Value• Upgrade to Fusion• Steps for Oracle Fusion Readiness

Oracle Fusion

Why Have a Roadmap?The Changing ERP Landscape

• Enterprise Applications technology is changing around you• Transition is coming, whether you commit to embrace Fusion

Applications immediately or plan to stay on PeopleSoft as long as you can

• Anything you do that prepares your institution for changes in your applications infrastructure will help you upgrade when you’re ready.

Why Have a Roadmap?The Goal: Make the transition easier and less costly

Two Approaches to ERP Technology Shift

2006 2007 2008 2009 2010

Head In The Sand Gradual Adoption

• Why Have a Roadmap?• Oracle Fusion Components• Guiding Principles• Fusion Adoption Model



Oracle Fusion

Fusion Architecture Fusion Applications

Oracle Fusion Components

Fusion Middleware

• Information…Offers insight and analysis of business critical information

• Process…

Enables industry-specific business agility through rapid adaptation

• Platform…

Offers a reliable, scalable, and secure IT infrastructure at the lowest cost

Fusion Architecture Components

• Family of integrated, standards-based, customer-proven products

• Complete support for development, deployment, and management of Service-Oriented Architecture (SOA)

• Enables greater agility, better decisions, and reduced cost & risk today

Oracle Fusion Middleware is that infrastructure.

ProcessMgmt

DevelopmentTools

ApplicationServer

Security

Portal

Integration

Management

Collaboration

Oracle Fusion Middleware

What CIOs Are Telling Us..

• Speed of Business Is Increasing• Need a More Flexible, Agile IT • Need to Lower IT Costs, Improve ‘QoS’

Service-Oriented Architecture (SOA)

Web Solution SOA Solution

More Interoperable

Agile Business Processes

Richer Clients

Improved Reuse

Administrative Applications

Academic Management

StudentServices

SponsoredResearch

1

2

3

1

2

3

4

4

Value of SOA Suite

• Simplified Integration – Connect disparate applications quickly by creating

standardized services

• Increase Reuse – Applications components are easily used saving

development time and increasing application reliability

• Easier Maintainability – Changes/Version are not all-or-nothing

• Greater Agility – Rapid deployment of business processes or modifications of

existing ones in response to ever increasing expectations of diverse

constituent base

• Reduced Risk – Adaptable processes and single security model for

accessing services enables ongoing regulatory compliance in a timely, cost-

effective manner

Business Process Management

ProcessProcess

EvolutionaryEvolutionary

Loosely CoupledLoosely Coupled

HeterogeneousHeterogeneous

DynamicDynamic

Standards-BasedStandards-Based

Core ActivityCore Activity

FunctionFunction

RevolutionaryRevolutionary

Tightly CoupledTightly Coupled

Application SpecificApplication Specific

StaticStatic

ProprietaryProprietary

Packaged Applications

Context ActivityContext Activity

Evolution to Fusion Applications

Policy-basedPolicy-basedEnd-to-EndEnd-to-End

SecuritySecurityService Orchestration Layer – Human WorkflowService Orchestration Layer – Human Workflow

Events, Activity Monitoring, AnalyticsEvents, Activity Monitoring, Analytics

User/Interface - PortalUser/Interface - Portal

BusinessIntelligence

AuxiliaryApps

AcademicManagement

MasterData

Management

Standards-based Message Bus (Integration Platform)Standards-based Message Bus (Integration Platform)

CustomApps

HRSA

FIN

Reference Architecture

• Why Have a Roadmap?• Oracle Fusion Components• Fusion Guiding Principles• Fusion Adoption Model



Oracle Fusion

Fusion Guiding Principles

Greatest Business Insight

Adaptable Industry Processes

Superior Ownership Experience

Information from system is:• Reliable• Current• Relevant

Business Benefits are:

• Better Visibility to Administrative and Academic Metrics

• Accurate/Targeted Outreach

• Enrollment Dashboards

Greatest Institutional Insight

Business Process Flows that are:• Relevant to the Business• Designed for Adaptability• Competitive Advantage

Business Benefits are:• Faster Response Time

• Especially in dynamic areas like recruiting, enrollment, fundraising

• Decreased Cost of Change• Eliminate brittle integrations• Improved upgrades and migrations

• Facilitates Innovation• Enabling institutional efficacy

Adaptable Business Processes

Student Recruiting Student Administration

Scenario 2: Admission Process of non-credit hours

Adaptive when you need to change your processes or services: Scenario 1: Admission Process for credit hours

Marketing

Evaluate Credentials

Verify Transfer Credits

Degree Audit

Acceptance/Eligible to Enroll

1 2

3

4 5 6

7

Online

Application

Marketing

Online

Application

Enroll

1 2

3

6 4 9

8

Adaptable Business ProcessesOrchestration Platform

Student Recruiting Student Administration

Scenario 2: Verification of course equivalency before submitting application

Adaptive when you need to change your processes or services:

Scenario 1: Verification of course equivalency after submitting application

Marketing



Degree Audit


1 2

3

4 5 6

7

Student

Online Application

Marketing



Degree Audit


1 2

5

7 4 3

6

Student

Online Application

Adaptable Business ProcessesOrchestration Platform


A computing foundation that is:• Reliable• Scalable• Cost Efficient

Business Benefits are:• Leverage Commodities

• Hardware and other infrastructure components

• Better Resource Utilization• Improved predictability of

performance means fewer fire drills

• Reduced IT Costs• Reliability implies efficiency

Sustaining theSustaining theCurrent stateCurrent state

Status quoStatus quo

StrategicStrategicInvestmentInvestment

SustainingSustaining

StrategicStrategicInvestmentInvestment

SavingsSavings

TechnologySpend

New Economics of IT Free Capital to Invest in Strategic Initiatives

Fusion Guiding PrinciplesPeopleTools

Greatest Business Insight

Adaptable Industry Processes


Service Enablement• Provide/Consume Web Services Wizard & BPEL Worklist API• App Class Support• UDDI Interoperability• WS-Addressing and WS-Security

BI Enablement• Business Activity Monitoring Uptake - CRM• XML (BI) Publisher

Life Cycle Management• Change Impact Analyzer• Enterprise Manager (EM) Integration• Oracle Application Management Pack for PeopleSoft

Protected / Layered Customizations (AS 11)

CustomizedUser Interface

Industry Site User

Base Metadata

CustomizationMetadata

ADF Model LayerADF Model Layer

ADF View LayerADF View Layer

CustomizedMetadata

ApplicationContext

REQUEST RESPONSE

“Design Time at Runtime” – AllowsRuntime ChangesTo Metadata

Zero-Downtime

• What• Hot patching• Rolling upgrades• Grid management

• Why• 24x7 operations• Global single instance• Continual evolution of

applications and technology

Live System

Maintenance Workspace

Ap

plic

atio

nsM

idd

lew

are

Dat

abas

e

Change Management

• What• Change packaging and

deployment• Change Impact analysis• Change reporting and auditing

• Why• Customization management• Targeted approvals and testing• Standards and regulatory

compliance

Test

Deploy

Download

Enterprise Manager

Local Development

Production

MetaLinkThird

Parties

Supportability

• What

• Automated error handling

• Embedded diagnostics

• Proactive health checks

• Functional testing

• Certified configurations

• Facilitated collaboration with Oracle Support

• Why

• Incident prevention

• Efficient analysis and resolution

Enterprise Manager

Exception Context and Diagnostics

MetaLink

Tar Logging / Solution Search

Local Support Applications

Live System

Fusion Middleware Certification

PeopleTools 8.46

PeopleTools 8.47

PeopleTools 8.48

Oracle Application Server Java Edition I I

Oracle XSLT Mapper (part of JDEV) E

Oracle XML Publisher E

Oracle BPEL Process Manager C C C

Oracle Internet Directory C C C

Oracle Identity Management/Single Sign-On

C C

Oracle BAM C C

Oracle Integration C C

Oracle Portal C C

Oracle UDDI Server C

Oracle Database 9i, 9i RAC, 10g, 10g RAC

C C C

Fusion Applications Strategy

• Exploit Standards and Meta Data Based Technologies

• Deliver Rich, Productive User Experience

• Enable Simpler Customization, Personalization, Verticalization

• Deliver Unified Analytics and Transactions

• Provide Better Ownership Experience Through Comprehensive Lifecycle Management

• More Innovation for Competitive Differentiation

• Better Visibility of Key Performance Indicators

• Better Execution of Strategic Business Processes

FUSION APPLICATIONSProtect, Extend, EvolveYour Applications Investment

The Promise of Oracle Fusion




Oracle Fusion

Insight

Roadmap

Health Check Education

Customer Investment

Cust

om

er

Ben

efit

Fusion Adoption Model

Tactical

Customer Investment

Cust

om

er

Ben

efit


Insight

Roadmap

Health Check

Strategic

Customer Investment

Cust

om

er

Ben

efit


Insight

Roadmap

Health Check

• PeopleSoft Enterprise Roadmap• Human Capital Management (HCM) Evolution• Campus Solution (CS) Evolution• Financials Management (FIN) Evolution• Fusion Readiness Assessment

• Scorecard

• PeopleSoft Enterprise Roadmap & Recommendations

Fusion Health Check & Assessment

9.X (H2 ’08)

PeopleSoft Enterprise Roadmap

8.9Tax &

RegulatoryUpdates

9.0* (H2 ’06)Tax &

RegulatoryUpdates

First use of Fusion

Middleware

Individual Next-Gen

Applications

F U S I O N

Lifetime Support

2005 2006 2007 2008 2009 2010 2011 2012 2013

8.8Tax &

RegulatoryUpdates

Next-Gen Application

Suite

Upgrade P

ath

Enterprise Support GA Dates & Support2006 2007 2008 2009 2010 2011 2012 2013 2014

Enterprise 9.X / PT 8.49, 8.50

Fusion Applications

Premier Support

Tax and Regulatory


Sustaining Support

Extended Support

GA Dec. 2004 Dec. 2010Dec. 2009 Dec. 2012

8.9 HCM/CS

Target Q4 2006* Q4 2012Q4 2011 Q4. 2014

9.0 HCM/CS

Target H2 2008*

HR/SA 8.0

GA Aug. 2003 Aug. 2008

Up

grad

e Path

* Oracle proprietary and confidential *Subject to change until delivered

Evolve*

• Superior Ownership

• Greatest Business Insight

• Contextual Analytics

• Contextual Learning

• Dashboards

• Evolutionary

• Recruiting

• ELM

• Onboarding

• BPEL

• Hubs


Extend – 9.0*

• Talent Management

• Job Profile Mgr

• ePerformance

• eRecruit

• Contract Pay

• ELM 9.0

• Learning Lifecycle

• Complex Certifications

• Core Enhancements

• Template Hires

• US Garnishments

• .pdf pay advice

• Approval Workflows

HCM Evolution

Protect – 8.9

• Recruiting Solutions

• Usability, Approvals

• Services

• ePerformance

• 360 degree raters

• Person Model

• Contingent Workers

• Absence Management

• Payroll

• Chartfield Integration

• Overtime Calculations

• Row Security

• Data Warehouse

Delta from 8.8

Campus Solutions EvolutionEvolve* Fusion - 2010


• Frameworks to configure Fin Aid, Admissions, Enrolment



• Evolutionary

• CRM built in as foundation for student/alum lifecycle

• Enrollment Backpack + financial analysis

• Program enrolment model

• BPEL

• Identify high-value components for services

• Student onboarding

• Academic Mgt Initiative w/Portfolio

• Hubs

Protect – 8.9

• Componentization

• Person Model

• Web Services

• Self-Service

• “Center” for students, faculty

• Student Services Center - admin access to info and transactions

• Improved look & flow

• Localizations, Unicode

• Equation Engine

• Search/Match

• Prospect Creation

Available

Extend – 9.0, 9+*

• Streamlined business processes

• External Orgs

• Student Groups

• Service Indicators

• Payment Plans

• Core Enhancements

• Enrollment Backpack

• Population Selection

• Flexible Transcripts

• Late Fees

• 3Cs (Communication engine)

• Campus Solutions 9+*

• Research Admin

• Integration to EBS Fin

• Enhance LMS integration

Fiscal Year 2007


8.8 Financials

9.0 Financials

Enterprise Support GA Dates & Support2005 2006 2007 2008 2009 2010 2011 2012 2013

Financials 9.x+ / PT 8.49, 8.50

Fusion Applications

Premier Support

Tax and Regulatory


Sustaining Support8.4 FINANCIALS

GA March 2002

GA March 2003 March 2008 March 2011

March 2007

Extended Support

March 2008

Aug. 2014

Extended Support not offered

GA Aug. 2005 Aug. 2011Aug. 2010 Aug. 2013

8.9 Financials

Up

grad

e Path

GA Aug. 2006 Aug. 2011 Aug. 2012

Target H2 2008*

March 2009


Evolve*




• Contextual Learning

• Dashboards

• Evolutionary

• BPEL

• Hubs

Extend – 9.0

• Integrate with Hubs• Customer Data Hub• Web-service enabled

integrations• Additional dashboards,

embedded analytics and reports• XML Publisher• Instant and ACE

• Process and Integration• Create and consume

standardized web services• BPEL Support

Protect – 8.9

• Best Practices• Increase TOE and Decrease

TCO• Industry Extensions• IT Governance • Asset Lifecycle Management

• IT Asset Management• Real Estate Management• Operating Equipment

Asset Management

Financials Evolution





Oracle Fusion

What’s Next?

Minimize or stop SQR development

Leverage existing SOA capabilities in PeopleTools

Write and use modular, re-usable code

Upgrade to PeopleTools 8.48 as quickly as possible!

Explore Web Services standards

11

22

33

44

55

• Things you can do now without significant investment or disruption to your environment:

TACTICAL

TACTICAL

XML (BI) Publisher Enable business users to create documents leveraging XML data

Enterprise Service BusWire services and disparate systems – simplify integration while ensuring forward inter-operability

Web ServicesShare business functionality with other applications

Extend Value UsingNext Generation Technology

Integrated Out-of-the-Box with v9 CRM, ESA, FMS, HCM/CS, and SCM

Templates(examples)

XML Publisher

PeopleSoft Enterprise v9

CRM

ESA

FMS

HCM

SCM

Output FormatsData Sources

PDFRTF

Business User

PublishingEngine

XML

• Email• Printer• Fax

HTMLXML

Letters

FundTransfers

OnlinePaychecks

OrderConfirmations

BillsGovernmentGrant Forms

Destination

EDIExcel

Fusion Technology with PeopleSoft XML Publisher: Enables Business User Reporting

Fusion Technology with PeopleSoft

XML Publisher: Examples in PeopleSoft 9.0Area Implementation Business Value

GrantsXML Publisher to view and print grant sponsor proposal in official format

Use of XMLP enables easy modification of form to keep up with the ever-evolving forms used by the government

BillingProvided invoice template of the Crystal Invoice

Customers can use to easily reformat to their exacting specifications.

ServiceReal time merge of correspondence management

Provides one engine for customer and employee communications that include email, letters, surveys, and order confirmation.

RecruitingRecruiting - used to generate all the recruitment letters such as offer letters and interview invitation letters.

Puts the power of letter management in the hands of an experienced HR user while maintaining consistency across the organization.

Payables

Ability to print invoices based on a configurable template. Invoices can be printed from regular and quick voucher pages

Often used when invoices are entered from a check request.

STRATEGIC

STRATEGIC

Business Flow OrchestrationDefine and coordinate cross-application business processes

Identity ManagementPolicy-based end-to-end security for all affiliates

Constituent (Person) Data HubConsolidate, enhance, and share master constituent (person) data

Business IntelligenceSimplify access to operational and analytics data, contextual analytics and dashboards

Extend Value UsingNext Generation Technology

Business Activity MonitoringMonitor business processes via personalized, real-time dashboards such enrollment dashboard

Upgrade to Fusion

• What and How?• Leverage Oracle Enterprise Manager• Upgrade Automation• Downtime Minimization• Data Conversion

• In-Place (EBS)• Data conversion can begin while

source system is still live• Minimal data movement

• A2B (PSFT / JDE / SEBL)• Grid Control installs/configures a new

target Oracle App• Data movement / conversion can begin

while source system is live

• Shared• Minimal actions in downtime window• Leverage Oracle Warehouse Builder

for data conversion

Target System

Live Source System

Data Movement / Conversion

A2B Upgrade

Source System

Data Conversion

In Place Upgrade

Fusion Upgrade Methodology

Michael Ni

Put a circle here or make it a 2 step process

• Data Types• Transaction • Operational• Configuration

• Migration Techniques• Table level extract,

transform, load via Oracle Warehouse Builder

• API level, leveraging Rapid Implementation functionality

Source Data Model

Target Data Model

OWB + Maps

+

APIs

Extract, Transform,

& Load

Data Conversion

Steps to Oracle Fusion Readiness Rationalize PeopleSoft Technology Stack

• PeopleTools 8.48.X or higher (PT8.49!)

Deploy Core Fusion Middleware Infrastructure for PeopleSoft• XML (BI) Publisher (stop writing new SQR reports)• Oracle Application Management Pack for PeopleSoft (8.48)• Oracle iAS Java Edition – OC4J Web-Tier (PeopleTools 8.47+)

Extend Infrastructure with Fusion Application Development Tools• JDeveloper, Application Developer Framework (ADF)

Simplify Integration with Key Fusion Integration Components• Oracle Enterprise Service Bus – Reduce cost & effort

Begin Adopting Service-Oriented Development Practices • Consider SOA Methodology Workshops• SOA Suite Workshop

Summary• Provide a framework for the future, rather than continue

to reinvest in the past • Minimizes the investment that will be needed to integrate

with future releases of PeopleSoft and non-PeopleSoft • Free up resources for reinvestment in new products and

services• Increase reuse of services, reducing the time necessary

to develop new applications and improving applications reliability

• Improving the agility of IT, including the rapid deployment or modification of business processes in response to changing regulatory requirements and needs

Feature:The most comprehensive and flexible

support policy in the industry.

Value:• Maximize your Oracle investment • Control your upgrade strategy • Continued commitment to PeopleSoft and

JD Edwards products

Lifetime Support Policy

• Provides maintenance and support of Oracle database, middleware, and application products for 5 years from their general availability date

• Includes:• Major product and technology releases• Technical Support • Updates, fixes, and security alerts• Tax, legal and regulatory updates• Upgrade Scripts• Certification with new third party products/versions

Premium Support

• Extended Support is offered on specific defined releases• Extended Support includes most features of Premier

Support for an additional 3 years from general availability• Includes:

• Major product and technology releases• Technical Support • Updates, fixes, and security alerts• Tax, legal and regulatory updates• Upgrade scripts

• Does not include:• Certification with new third party products/versions

Extended Support

Sustaining Support• Sustaining Support provides technical support– i.e., access to our online

and call-center support—for as long as you license your Oracle solutions

• Includes:• Major product and technology releases• Technical Support• Access to MetaLink/Customer Connection• Pre-existing fixes for your solution• Customers may also obtain customer specific fixes at an additional

fee

• Does not include:• New updates, fixes, and security alerts• New tax, legal, and regulatory updates• Certification with new third party products/versions• Certification with other Oracle products

Year Service Price

1-5 Premier 22% of License Fees

6-8 Extended Support Year 6: 10% uplift over current Premier Support fee

Year 7 & 8: 20% uplift over current Premier Support fee

9+ Sustaining Support Premier Support Fee

Releases that do not have an Extended Support option, Sustaining Support would be in effect in year 6, and the fee would be equal to your Premier Support fee.* Extended Support pricing will conform to any existing contract limitations

Lifetime Support Policy - Pricing

Selim Burduroğlu Enterprise Architect Named and Strategic ...

Documents

Transcript of Selim Burduroğlu Enterprise Architect Named and Strategic ...