How to Use the PowerPoint Template - Oracle · Defaulting Information in Speed Incident Entry Business Requirement: Default values for

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

JD Edwards Summit

Live on JD Edwards Health & Safety Incident Management

Louise Farner Product Strategy Director JD Edwards, Product Strategy Srinivasan Satya – JDE Practice Head Larsen & Toubro Infotech Ltd. February 2015

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Presented with

Live on JD Edwards Health & Safety Incident Management

Louise Farner Product Strategy Director JD Edwards, Product Strategy Srinivasan Satya – JDE Practice Head Larsen & Toubro Infotech Ltd.


Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

4


Agenda

1

2

Health & Safety Incident Mgmt: Past, Present & Future

Implementation Showcase: Larsen & Toubro Infotech Ltd.

5

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 6

Health & Safety Incident Management Past, Present & Future


Health and Safety Incident Mgmt and

One View Reporting For Health & Safety

– Comprehensive incident details

– Automatic notification

– Track near misses and potential incidents

– Assign tasks and track costs

– OSHA & Bureau of Labor and Statistics reporting

– Mobile applications to report an incident

– Executive Scoreboard tablet application

– Utilize safety hours for frequency rates

– Comprehensive analytics to get to the root of the issue

If you can measure it, you can manage it!

Health and Safety Incident Management Report an Incident

Notify Investigate Complete Details (Tasks, Costs)

Employee Case Inquiry

Regulatory Reporting

One View Reporting


Injuries/illnesses, permanent disability, lost income, death, impact on families

Medical, litigation, fines/citations, remediation, repair/replace

Fines, clean up/remediation efforts/costs, pollution, contamination

Employee lost time, delay in production of goods or delivery of services

Compliance: reporting timeliness, audits, regulatory reporting, avoidance of citations

With knowledge comes insight, measuring can lead to reduction or prevention

Safety incidents can lead to low morale, corporate focus sends a positive message

Global initiative, most developed countries have occupational health & safety regulations

Why Health & Safety Matters

Human

Financial

Environmental

Time

Regulatory

Prevention

Culture

Global

GOAL: Zero accidents, zero fatalities!


Global Applicability

Australia

Canada

Chile

Africa Colombia

Mexico

Turkey

Middle East

Norway

USA


Cross Industry Applicability

Oil & Gas

Healthcare

Industrial Manufacturing

Consumer Goods

Life Sciences

Chemicals

Natural Resources

Wholesale Distribution

Utilities Engineering & Construction

Transportation Public Sector

Food & Beverage Automotive Services


Early Adopters

Statoil Fuel & Retail

• Implementation Partner:

Larsen & Toubro Infotech Ltd.

• Northern Europe (Oslo)

• 18,500 employees

• Go-Live January 2014

Ledcor Industries, Inc.


iSP3

• North America (Vancouver)

• 7,000 employees

• Go-Live February 2015

National Oilwell Varco


KPIT

• Global (Houston)

• 5,700 Wellbore Technologies employees*

• Go-Live early 2015

11

*NOV has 52,800 employees in total


Health & Safety Incident Management What’s New Since GA?


Health & Safety Incident Management Changes Since GA

Incident Master

• New fields: • Additional category codes (incident master and tasks)

• Incident “Record Type”

• “Task Estimated Date” and “Task Actual Completed Date”

• 6 People fields: “Contractor” checkbox, “Current Injury/Illness Status” , “Nature of Injury/Illness”, “Source of Injury/Illness”, “Event/Exposure”, “Side of Body”

• New processing options: • Lock an incident from editing and lock “Incident Number” during add

• Control privacy case

• Control deleting from audit files

• Default “Record Type” upon add

• Automatically advance incident status when tasks are complete

• Display Who’s Who pop-up when adding Agency entries



Report an Incident

• “Severity” and “Record Type” displayed

• More People fields shown

• Enhanced default logic for Business Unit and Company

• Validated search type for “Establishment”

• More descriptive email notification text



One View Reporting • All 50 business unit category codes available to filter on for all 5 OVR applications

• Processing option to control frequency rate constant (Safety Statistics P54HS260)

• Filer by all 20 Incident Master category codes in Safety Statistics application

• 240 new columns to provide deeper granularity for Safety Statistics of:

• Employees vs. Contractors

• Illness vs. injury

• Breakdown by Injury Classification

• Breakdown by month

• Safety Statistics reports on organizations that have perfect safety record



Mobile Applications • Tablet and Smartphone apps:

• “Incident Scoreboard”

• “Report an Incident”

• Role Based:

• Safety Executive

• Safety Officer

• Employee


Health & Safety Incident Management What’s on the Roadmap


Notification/Status Activity Rules

Task Management Safety Inspections /

Audits Module (new SKU)

Configurable “Report an

Incident” app

• Provide expanded

notification capabilities that

include the ability to notify

pre-defined individuals and

groups based on incident

attributes

• Incident status activity rules

supporting approvals and

notification

• Manage My Tasks

application: visibility and

access for employees to

their tasks

• Manage My Employees’

Tasks application: visibility

and access to tasks related

to incidents or employees for

the Incident Handler,

Investigator or Supervisor

• Task tickler report

• One View Reporting for

Tasks

• User defined re-usable list of

inspection items

• Track inspection responses

and assign related tasks

• Facilitate approvals for

inspection/audit results

• Simple checklist mobile app

for inspections/audits

• Generic ERP-wide approach

not limited to Health &

Safety applicability (use for

other master records)

• User-definable template for

Report an Incident App:

Fields to show or hide

Default values for fields

Ability to lock a field

Filtered list of UDC values

• Examples include:

Safety inspection

Potential incidents

Safety observations

Reportable incidents

Addressing Health & Safety Mgmt Competitive Positioning Efficiency thru Automation and Configurability






Incident” app






attributes



notification

• Manage My Tasks



their tasks









Tasks


inspection items


















Safety inspection

Potential incidents

Safety observations








Incident” app






attributes



notification

• Manage My Tasks



their tasks









Tasks


inspection items


















Safety inspection

Potential incidents

Safety observations








Incident” app






attributes



notification

• Manage My Tasks



their tasks









Tasks


inspection items


















Safety inspection

Potential incidents

Safety observations




Implementation Showcase Larsen & Toubro Infotech Ltd.

Confidential | Copyright © Larsen & Toubro Infotech Ltd. 23

Health & Safety Incident Management:

A Case Study of First Implementation


Agenda

2

Client

Background

1

We provide the winning edge to our clients by leveraging our Business-to-IT Connect, proprietary

diagnostics and accelerators to extract full value from investments in Oracle family products

Process Flow

4

Reporting

Strategy

7

2

Why JDE HSI? Usability

Enhancements

5

Training Strategy

6

Key Processes

Implemented

3

One View

Reporting

8

Challenges

9


L&T Infotech Overview

• Part of Larsen & Toubro, a US$ 14 B Global Engineering & Manufacturing Enterprise

• Amongst India’s top 10 software companies by NASSCOM in 2013

• 200 active clients, including 25 Fortune 100 companies in 2013

• 80 % plus business from existing clients with multi-year relationship

• Ability and flexibility to rapidly scale in response to client needs

• Global Delivery Centers in N. America, Europe, Africa, Australia and Asia with

6 centers in India

Larsen & Toubro – Our Rich Corporate Heritage – Providing the Business-to-IT connect

Part of Larsen & Toubro, a US$ 14 B Global Engineering &

Manufacturing Enterprise

7 decade history as a premier Engineering & Infrastructure landscape

Ranked #9 in Forbes Global Innovative Companies

Ranked # 32 Forbes Best CEO List

Global Operations covering 20 countries & 50,000 employees

$ 1 B+ 18,000+ Info

knights

Presence in

20 Countries

Growing at a

CAGR of

25.5%


Client Background

1


Client Background

Client is the Market leader in Gasoline and Diesel business and the

second largest supplier of transport fuel in Scandinavian market

The company has 2,300 fuel retail stations in Scandinavia, Poland, the

Baltic Countries and Russia as well as significant lubricants operations.

2300+ Fuel Stations

750 Lubricant Products

Supplier of fuel to 85 Airports


Why JDE HSI?

2


Pain Areas

Client legacy system was a standalone system disconnected from ERP

Managing different systems was a problem

Maintaining master data for legacy system was a overhead.

Supporting multiple systems increases cost


Why JDE HSI?

JDE HSI module was a integrated system within JDE

System targeted to be used by 16,900+ users across 8 countries

5000+ Incidents are reported on an average per annum

Supports collaborative working of multiple people

Email broadcast function when Incident is reported or a task is assigned.

Keep track of the incident / task progress

Supports Management and Statutory reporting


Key Processes

Implemented

3


Success

Sto

ries

Oracle JD Edwards – Health & Safety Incident Management

Simplified Speed Incident Entry

Incident Master

Language Support for 8 counties

Email notifications to specific groups for Incidents and tasks

Reporting of confidential / sensitive Ethical cases

Use of RIAF (Café One) - Related Information Application Framework used for language

translation using Google Translate

Use of RIAF (Café One) with Google Maps for Identification of Incident location.

Reporting requirements (Standard and Custom)

Features Implemented

Key Processes Implemented


One View Reporting for Health and Safety Incident Management as it was under development with

Oracle for the EU related requirements

Task Management Custom Solution which gives users the flexibility to track their tasks across any

Incident.

Environmental, Accounting and Reporting Module

Newly launched Oracle JDE Mobile apps for HSI module as this came after our Go-Live

New features coming as enhancement ESU from Oracle after suggestions from L&T

Features Not Implemented

Planned Next Phase Implementation


New Features available from ESU’s

The following new features will be implemented which are now available as a new functionality in HSI Module:

Privacy case functionality now allows to hide the person’s name and description of illness/injury in Incident

Master.

Notification emails for incidents and tasks are modified to be more descriptive in the subject line, include

links, with Detailed Description media object and only show fields that have being populated.

Lock an incident from editing based on the Incident Status code. Example: Closed Incidents can’t be edited.

Agency contact details now default from the Address Book when adding Agency information

Audit records for an incident can now be retained when an incident is deleted.

Automatically advance the incident status when all associated incident tasks are at Closed status.

Detailed Description media object, located in the Investigation sub-form, is now displayed as a grid column in

the search form of the Incident Master. Facilitates exporting to Excel and searching over this media object

field.


Process Flow

4


Report an Incident

• Simplified Custom Speed Incident Entry

• Default information from user profile

• Available in 8 different languages

• Can be used to Report confidential / sensitive Ethical

cases

Automatic Email Notification

• Emails are triggered when Incident is reported

• Emails sent to the relevant group of people based on incident

location.

• For Ethical Incidents emails are sent to the authorized group

• 2000+ email groups being used.

Process Flow for Health & Safety Incident Management

KPI Management / Statutory Reporting • KPI Reporting with One View Reporting is

planned • Some Performance Indicator are currently

measured using custom reports

Incident Case Inquiry • Inquire about case details for

injured or ill employees. • Employees can check the status

and follow-up on actions

Start Point

Complete Details in Incident Master Used for updating additional information like:

• People involved in the incidents.

• Third-party contractor responsible in an incident.

• Property damage.

• Equipment involved in the incident.

• Environmental impact.

• Create and assign tasks, etc.

Task Management • Create and assign tasks to concerned people • Emails are triggered when a task is assigned to a person. • Enhancements requested to provide users ability to enquire

about their open task across all the incidents.

• Management and Statutory Reporting

Report an Incident

Automatic Email Notification

Complete Details in Incident Master

Task Management

Incident Case Inquiry

KPI Reporting


Our Approach

Requirement Gathering (As-Is)

Interviewed client subject matter experts

Gap analysis

Discussion on the gaps between the As-Is and To-Be

Configuration

System Configuration with setups

Development

Custom Development

Conference Room Pilot

Testing process mapping in JDE and custom development

User Acceptance Test

End to end scenario testing with test scripts

End User Training

Training to the end users

Go-Live

Cut over and Go-Live

Hyper Care

Post Go Live Support


Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12

HSI Implementation Project

Blueprinting

As-Is Process Assessment

To-Be Process

Fit Gap Analysis

Realization

Configuration

CRP

Key user Training and UAT

Deployment

Data Migration

End User training

Role and Security set up

SOGAL

Cut Over and Go Live

Hyper Care

Project Resource Plan

HSI Senior Consultant & Project Lead

HSI Consultant

JDE Developer

DetailsWeeks

Month 1 Month 2 Month 3 Month 4

Project & Resource Plan


Usability

Enhancements

5


RIAF - Related Information Application Framework with Google Maps for Identification of

Incident location (Café One)

Usability Enhancements

Incident Location is taken from

Latitude/Longitude entered by users

OR from the Incident Address in

Location Tab

Google Map opens in a RIAF

(Café One) frame showing the

Incident location.


RIAF - Related Information Application Framework used for language translation using

Google Translate (Café One)

Translation opens in a RIAF (Café One)

frame; auto detects the source language

and translates the text to English

Incident description text is

automatically copied and

transferred to RIAF (Café One)

Translation frame.

Usability Enhancements


Training Strategy

6


Training Strategy

Oracle UPK was implemented and integrated with

JDE HSI Module

User is able to get smart help specific to the

application being used.

Super user training was given to core team of about

20 users from 8 countries

Super users were responsible to train the users in their local regions

Simple user guides were translated in local languages for user convenience


Reporting Strategy

7


Standard Statutory Reports

Oracle JDE HSI provides the following standard reports :

OSHA – Occupational Safety and health Administration

OSHA 300 – Log of Work-Related Injuries and Illnesses

OSHA 300A – Summary of Work-Related Injuries and Illnesses

OSHA 301 – Injury and Illness Incident Report

BLS – Bureau of Labor Statistics

Bureau of Labor Statistics of Occupational Injuries and Illnesses

Country specific reports need to be developed using One View Reporting


One View Reporting

8


One View Reporting

5 Applications, 15 Reports, 218 Report Components


Major Challenges

During

Implementation

9


Challenges During Implementation

Challenge

This being the world’s first implementation of

this New module, no training was available

Initial product had bugs and some missing

functionalities

Large number of users base across 8 countries

to be trained

Statutory reporting requirements to be met for

European Region

Mitigation

Available training material from Oracle support

site was used

About 49 issues were identified and reported to

Oracle as SRs. Oracle addressed all major issues

promptly

Super users were identified from each country

and they arranged online training with local end

users

Reporting requirements were handled manually

until OVR will be implemented


Challenge # 1 Defaulting Information in Speed

Incident Entry

Business Requirement: Default values for

Company and Business Unit from the user

who is reporting the incident

Issue: More time is required if the user

has to manually enter the information

which is readily available within JDE like

Business Unit and Company.

The application should be able to

automatically default the available

information.

Solution: A enhancement was requested

to Oracle so that the information like

Business Unit and Company is defaulted

from Employee Master. The enhancement

was made available by Oracle in-time

before the Go-Live.

Challenge # 2 Person ID & Name of Victim to be

Kept Confidential

Business Requirement: Employee ID (Person

ID) and the name of victim needs to be

confidential as per the European Union Laws

Issue: Name of the person can be marked as

a “Privacy Case” and it is not visible in OSHA

reports. However, this only hides the persons

name in the OSHA reports and One View

reports but not in P54HS00 (Incident Master)

while Inquiring. We need to hide the victims

identity to comply to the statuary

requirements from EU Laws.

Solution: Oracle provided an option such

that the victims identity can be kept

confidential from other users and can be

viewed only by authorized HSI personal.

Oracle added a processing option to P54HS00

(Incident Master).

Challenge # 3 Location Specific Email

Notifications

Business Requirement: Need to send

notifications to group of users based on

the location of Incident

Issue: Incident Master is only capable of

sending emails based on the processing

options of P54HS00. Client wants to notify

specific personnel from HSE group where

the incident took place. Since client has

about 100+ groups across 8 countries,

creating different version of P54HS00 was

not feasible.

Solution: A enhancement was developed

and made available in time before Go-

Live. The solution was discussed with

Oracle for incorporation as standard

feature.

Major Challenges During Implementation


Support by Oracle

Oracle Team was very prompt in their responses to the issues reported

Weekly / Bi-weekly meetings were planned with Oracle to explain and prioritize the issues

Oracle Team worked in sync with our project timelines to achieve the Go-Live date in-time

All Go-Live critical bugs were delivered well in time before Go-Live


Certificate Awarded by Oracle


Thank You

Contact Us

[email protected]

Our Business Knowledge,

Your Winning Edge.


Safe Harbor Statement

The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

54


IS EVERYBODY’S BUSINESS



Environmental Accounting & Reporting

AVAILABLE for 9+

• Manage greenhouse gas emissions and other sustainability metrics including energy, water, and waste

• Pre-built reporting and analytics tools

BENEFITS

• Maximize ROI by leveraging existing Oracle IT investments, data, and business processes

• Drive continuous improvement, delivering environmental and financial performance gains to the organization

• Comply with global regulations

57

Value-Driven Environmental Impact Management


Environmental Accounting & Reporting

58

Implementation at Oracle

Energy

Consume 10% less energy

per employee.*

Improve power usage

effectiveness in production

data centers by 6%.*

Water

Consume 15% less potable

water per employee.**

Waste

Divert to landfill 15% less

waste per employee.**

* vs. 2010 for Oracle owned and leased buildings

** vs. 2012 for Oracle owned buildings

Goals by 2016 Experience Prior to Oracle EA&R 100 Oracle users manually enter utility usage data into spreadsheets

20 person weeks to prepare figures for the Corporate Citizenship

Report, Carbon Disclosure Project and Oracle internal goals tracking

Data inconsistencies due to manual processes

Limited and inflexible reporting capabilities

Lack of audit ability

Business Benefits Number of staff required to manage data reduced by 95%

Reporting time reduced by 50%

Consistent improvement in Carbon Disclosure Project score

Estimated savings $1.2 million

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 59

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