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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook & Kofax ModulesA Whitepaper by RapidValue Solutions
©RapidValue Solutions
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02
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07
08
13
index
Executive Summary
Sample Implementation – Building Unified Mobile Application
Conclusion
Single Sign-on Authentication using ADFS and OID
Mobilized Use Cases
Solution Benefits
©RapidValue Solutions
17 About RapidValue
In the last couple of years, enterprises have
understood that mobile applications can help
them reduce the infrastructure costs, boost
productivity and facilitate flexibility of millennial
employees. As a result, we now observe a plethora
of enterprise mobile applications in the market.
Employers and employees both find it challenging
to manage and economically maintain multiple
applications catering to different use cases.
This paper is a continuation of the previous
whitepaper on Approach to Unified Mobile
Application Implementation for Multisystem
Integration. It discusses solution to the above-
mentioned problem by describing a sample
integrated implementation which manages
various important use cases from different legacy
systems.
A unified mobile application acts as a one-stop
solution for the sales team as it will mobilize use
cases right from recruitment of sales team to
submitting and approving their expense reports/
purchase requisitions to managing opportunities
and contacts along with respective follow-ups. This
includes integration of various on-premise and
cloud-based systems like Oracle EBS, Salesforce,
Oracle Taleo, Kofax and MS Outlook.
Executive Summary
The entire design of the unified mobile application
is scalable and modularized for ensuring flexibility
and easy configuration.
The Unified Mobile App solution mentioned in
the whitepaper provides an intuitive UI and also,
a highly customizable and scalable solution. This
paves the way for future integrations. Mobilizing
legacy systems with Unified Mobile App has
several advantages. You can seamlessly, share data
where it’s needed to automate business processes.
It provides users a 360-degree view of business-
critical information.
This paper explains how to build a Unified Mobile
Application to Integrate SalesForce.com (SFDC), Oracle
E-Business Suite (EBS), Taleo, Outlook and Kofax
Modules.
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©RapidValue Solutions
Unified Mobile Application to Integrate SFDC, Oracle EBS, Taleo, Outlook and Kofax Modules
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SampleImplementation-Building Unified Mobile ApplicationSingle Sign-on Authentication using ADFS and OID
Mobilized Use Cases
Solution Benefits
©RapidValue Solutions
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Unified Mobile Application to Integrate SFDC, Oracle EBS, Taleo, Outlook and Kofax Modules
Sample Implementation-Building Unified Mobile Application
In this section, we have explained with a real-world
scenario on how RapidValue has implemented a
Unified Mobile application solution to integrate
Oracle EBS, Taleo, Salesforce and MS Outlook
Modules using Kofax as a third party storage
system.
Synchrony between Oracle MAF/PhoneGap and
Oracle MCS can help to swiftly churn out cross-
platform applications integrating multiple ERP,
CRM and third party storage systems (modules
like I-expense/Approvals from Oracle EBS, Kofax
for third party file storage, Salesforce and MS
Outlook) to provide a unified mobile experience.
With Oracle Mobile Cloud Service (MCS) & Oracle
Mobile Application Framework (MAF), You can
seamlessly orchestrate MS exchange services,
EBS web services, Kofax document store services
and cloud-based Salesforce services and also can
implement the integrated cross-platform app
(Android/iOS) within 6-8 weeks which otherwise
with a native approach, will take 22-24 weeks of
effort. That is approximately 65-75% lesser time
compared to the usual method of mobilizing.
The key benefit of embarking on cloud journey
with Oracle MCS is that it opens doors to future
integrations with different modules of multiple
systems. Thus, reducing future compatibility cost.
3
Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
Taleo
Approve/Reject Recruitment Requisitions
and Offer letters.
Online/Offline Mode
Tackle intermittent Internet connectivity
with an offline feature.
Salesforce
Leads, Opportunities & Contact
Management with real-time updates.
MS Outlook
Calendar sync with multiple Salesforce
contacts, Meeting Reminders and Events.
Oracle Approvals
Approve/Reject worklist like Purchase
Orders, Purchase Requisitions, Invoices,
Leave Requests, Expense Reports.
Essential Features Some of the essential features for the
unified mobile application are:
01
Oracle Expense Management
Create/view Expense Reports, Report
Withdrawal, Authority Delegation,
Capturing Receipt Images using a mobile
camera, credit card integration, Kofax
integration for capturing expense receipt
attachments.
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
Architectural Approach
The major layers/components of the
architecture deployed for mobilizing
Oracle EBS with Salesforce and MS Outlook
integration is explained below:
02
ON-PREMISE
MOBILECLOUD SERVICE
DatabaseJava Container
Oracle Internet Directory
ADFS ActiveDirectory
Cross-platform Apps
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
Authentication
The mobile application is authenticated
using MCS SSO with Microsoft AD which is
federated. (ADFS) ADFS sits on top of AD
(which is in sync with OID) and thus, it is
federated for Oracle EBS, Salesforce, Taleo
and Outlook.
Oracle MCS makes the architecture future proof,
scalable and secure. Also, with out-of-the box
connectors available for other integration services,
like Oracle Integration Cloud Service (ICS), the
architecture is more ‘future-designed’ at a time
when the companies are moving towards Cloud
infrastructure. Using MCS, more cloud services
can be integrated as it facilitates faster creation
of Custom API and Connector API. Also, MCS is
compatible with multiple mobile platforms with
out-of- the box SDKs for native iOS, Android and
cross- platform frameworks like Oracle MAF and
Xamarin etc. It has technologies for location API,
Analytics, Document Storage, Push Notifications,
Connector API’s etc. which help the organization
to build on top of current architecture for future
requirements such as location services or analytic
reporting.
Secure Integration
The web services are exposed from Oracle
EBS using ‘Java Container’ (Custom) which
creates REST APIs from the Oracle Pl/SQL
custom packages deployed in Oracle DB.
The Java Container is connected to Oracle
DB using Java Database Connectivity
(JDBC) connection. The Java Connector
also, fetches and posts files to Kofax (a third
party file storage system). The Rest services
are passed to Oracle MCS using a Reverse
proxy setup in DMZ layer for additional
security to mask the enterprise systems
from internet. There will be internal and
external reverse proxies. For high availability,
a load balancer is also used in external DMZ.
Oracle MCS
Oracle MCS is used as an integration and
mobile backend services system. Push
notifications, mobile user management
are managed using MCS. Custom APIs are
developed for web service orchestration
(aggregation) using MCS for Oracle EBS
services, Outlook, Taleo and Salesforce API’s.
Also, MCS is used for logging transactional
data like various events from mobile, API
performance etc. for getting analytical
information for mobile app usages.
Mobile Client
Mobile application is built using cross-
platform technology like Oracle MAF or
PhoneGap or open source JavaScript
technologies, so that one single source
code can be used to get a build that can
run on iOS, Android and Windows phone.
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
For organizations using ADFS as SSO federated
system, list of user IDs (to be used in unified
mobile app) can be uploaded to MCS in order to
map it to AD. The user id repository in MCS can be
updated regularly from ADFS using an automated
Selenium scripts.
Oracle Internet Directory (OID), which is part of
Oracle Identity Management Solution of Fusion
middleware product suite, is used for implementing
secure login from the mobile application to Oracle
E-Business ERP. OID, leveraging the security from
Oracle database layer, helps to authenticate against
Oracle EBS through Oracle Access Manager (OAM).
OID integrates seamlessly with Microsoft AD and
gets in sync with AD user profiles.
Salesforce, Taleo and Outlook use ADFS and AD for
login respectively, so there is no other mapping
required for implementing secure login from the
mobile application.
Thus, with a single sign-on ID, defined in Active
directory, the user can access different systems like
Oracle EBS, Salesforce, Taleo and MS outlook
calendar on his/her mobile device.
Single Sign-on Authentication using Active Directory Federation Services (ADFS) and Oracle Internet Directory (OID)
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
Using the same architecture explained above, the
following use cases can also, be easily mobilized in
a mashed up way.
Mobilized Use Cases
Field ServiceManagement
ApprovalManagement
Service Management Viewing the Pending Approvals
Task Management Respond to Notifications
Task Debrief
Capture Notes
Digital Signature
Google Map Navigation
Manager ConsoleApprovals History
Viewing Attachments
Offline Capability
Locate Technicians on Google Map
Purchase Requisition
User & Device Management
Purchase Orders
Messaging & Video Conferencing
Leave Request
Invoices
Expense Report
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
InventoryManagement
OrderManagement
Check Stock Availability of Items Online Creation
Perform Sub-Inventory Transfers Online Booking of Sales Orders
View Status of Booked Orders
Pick, Release and Shipping ofBooked Orders
Generate Invoice for Shipping Orders
View Invoice and PDF Outcomes
View Transfer Transactions
Perform Picking
Perform Issues
Conduct Cycle Counting
Receive Items in Inventory
Perform License Plate Number (LPN)Transfer
Inquire about License Plate Number
Sample Implementation-Building Unified Mobile Application
9
Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
ProcurementManagement
HRMS
Creating a Purchase Requisition (PR)
Viewing PRs
Creating Purchase Orders (PO)
Creating Receipts
Viewing Receipts
View and Edit Employee Profile
View Organization Hierarchy Chart
Employee Look-up
Apply Absence usingTeam Calendar
View and Search Paystub
Office Capability
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
I-Expense Time and Labor
Online Creation and Submission
of Expense Reports
Individual Time Entry
Time Card Review
Editing Already Saved Time Cards
Submitting Multiple Time CardSimultaneously
Fast Time Entry
Time Card Approvals
Punch-in (Stop Watch EnabledTime Entry)
Setting Default Parameters
Capture Photographs of Receipts using Mobile Cameras and Upload to Expense Reports
View Status of Expense ReportsSubmitted
Withdrawal of Expense Reports forEditing
Manager Approvals
Authority Delegation
Integration with Corporate and Personal Credit Cards for Importing Charges to Expense Report
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
SFDC
Outlook
Taleo
View Contacts
Schedule Events
View Opportunities
Schedule Reminders
Create Contacts
Create Opportunities
Approve Requisition
Approve Offer Letter
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
Solution BenefitsThe unified mobile application solution, owning
to custom java connector and cloud integration,
not only provides an intuitive UI but also a highly
customizable and scalable solution which open
doors to future integrations. Mobilizing legacy
systems with the unified mobile application has a
plethora of advantages like:
Increased Employee Productivity
Promotes BYOD Culture,Reduces Infrastructure Cost and Provides Easy Maintenance
Drastic Reduction inTransaction Time (up to 75 %)
Quick Time to Market01
02
03
04
This flexibility helps the employee to
maintain a good work-life balance as
employees can utilize their travelling time
and can effectively contribute by taking
timely business decisions.
Mobilizing daily use cases of multiple legacy
systems will surely incur initial investment
but the savings in the long run, wins the
deal. Since employees are free to use their
own mobile devices, employers save a lot of
equipment/paper printing costs and also,
avert delay in business decision making. A
unified mobile application saves employers
from spending on maintenance of multiple
apps catering to different legacy systems.
The expense approval time which typically
takes between 1-5 days can be reduced to 2
to 4 hours using Oracle MCS.
Owning to pre- built connectors and
adapters, the unified application solution
can be quickly configured to work with any
legacy system like Oracle EBS, Mainframes,
SFDC, SAP, Outlook etc.
With Oracle MCS and MAF, you can develop
cross-platform applications for Android/
iPhone using a single source code. Oracle
MCS simplifies the integration as most of
the backend features could be siphoned off
to MBAAS. There are SDKs and out-of- the
box APIs for features like Push Notification,
Storage collections, Location API, Custom
connectors and Analytics. Custom API
creation and aggregation for Oracle EBS,
Taleo, Outlook & Salesforce APIs is quicker.
End points for web services in MCS could
be tested faster during the implementation
using MCS console. Overall, with cross-
platform mobile development frameworks
and MCS we could implement a lot more
features in half the time frame (~50 %
reduction in time to market).
Sample Implementation-Building Unified Mobile Application
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Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
Identification of UsagePatterns in Business Processes using MCS Analytics
05
Leveraging mobile client SDK, MCS can
record data and provide analytical details
on Users, Sessions and API calls details.
The analytical information will help CIO of
companies to:
Do a quantitative analysis of reduction in
transaction time after implementation of
mobile app.
Highlight the pain point areas in a business
work-flow by recording a series of event
details.
Ensure conformance to pre-defined SLAs
after verifying the number of API failures.
Quantify the mobile/BYOD adoption rate in
the organization.
Determine the need of infrastructure
upgrades by measuring concurrent session
usage.
Cut the infrastructure cost for physical data
storage and operations especially when
integrating with multiple systems like
Oracle EBS, SAP, Taleo, SFDC, Outlook etc.
Cross-platform Availability
Mashup Data from Multiple Sources
Highly Secure Environment
06
07
08
The unified application is available on
Android, iOS & Windows, in both mobile
and tablet versions.
The unified application can integrate
multiple sources like SFDC, Mainframes,
Taleo, Oracle EBS, SAP, Outlook etc.
The use of reverse proxies both externally
and internally masks the backend systems
from Internet and the mobile application
does not directly communicate with legacy
systems.
Highly Scalable09
Since the unified mobile is based on cloud
platform, it can easily be scaled up for
higher usage.
Sample Implementation-Building Unified Mobile Application
14
Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
User Analytics Compatibility
Third party storage integration
Push Notifications
Touch Id authentication
NO
NO
NO
NO
YES
YES
YES
YES
Feature Out-of-the box Apps Unified Mobile App
Cross-Platform Availability NO YES
Compatible with lower EBS
versions (<R12) and other legacy
sysytem
Scalability / Modularity (Future
integrations to SAP etc.)
NO
NO
YES
YES
Much More to Offer than Standard ’Out-of-the box’ Apps
10
Sample Implementation-Building Unified Mobile Application
15
Unified Mobile Application to Integrate SalesForce, Oracle EBS, Taleo, Outlook and Kofax Modules
©RapidValue Solutions
Conclusion
The Unified Mobile Application Solution is highly modular and can adapt to any specific client use cases. The modules are loosely coupled which makes it easy to add and remove different functionalities and features that can mobilize various backend systems. A typical Unified Mobile Application implementation can provide a one stop solution integrating multiple modules from SFDC, Oracle EBS, Taleo , Outlook and Kofax systems and present data in a mashed up way. Owning to cloud infrastructure , the web services can be scaled up and adapt to different user loads. The secure architecture uses internal and external reverse proxies to ensure that the enterprise backend systems are not directly exposed to internet. The user analytics feature provided by Oracle MCS can help identify process pain points and thus , further add to ROI.
About the Author Saurabh Bahree is the Senior Consultant, Oracle
Mobility at RapidValue. He is a certified scrum
master and PMP professional. Saurabh is an
MBA graduate from the Great Lakes Institute
of Management and he comes with over 7
years of international work experience in health
management, financial regulatory reporting and
Oracle ERP domain.
If you’d like to know more about Unified Mobile
Application Solutions, please reach out to us at
We’d be happy to hear from you!
Saurabh BahreeSenior Mobility Consultant/ Scrum Master
16
©RapidValue Solutions
Unified Mobile Application to Integrate SFDC, Oracle EBS, Taleo, Outlook and Kofax Modules
16
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hereby notified that the use, circulation, quoting, or reproducing of this report is strictly prohibited and may be unlawful.
A global leader in digital transformation for enterprise providing end-to-end
mobility, omni-channel, IoT and cloud solutions. Armed with a large team of
experts in consulting, UX design, application development, integration and
testing, along with experience delivering projects worldwide, in mobility and
cloud, we offer a wide range of services across industry verticals. We deliver services
to the world’s top brands, fortune 1000 companies, Multinational companies and
emerging start-ups. We have offices in the United States, UK and India.
www.rapidvaluesolutions.com
+1 877.643.1850
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©RapidValue Solutions March, 2017