Implementation of Oracle BI Applications for PeopleSoft · OBIA for JDE Oracle BI Apps 7.9.6.4 provides ETL mappings for: • PeopleSoft 8.9 and above – Financials – Procure and

© Copyright 2013. Apps Associates LLC. 1

Implementation of Oracle BI Applications for PeopleSoft


Confidentiality Statement

The content of this document is proprietary, confidential information pertaining to Apps Associates’ products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates.


Agenda

• OBIA/PSFT Overview

• OBI for Osmose

• The Osmose Implementation

• Apps Associates Company Profile


OBIA/PSFT Overview


OBIA for JDE

Oracle BI Apps 7.9.6.4 provides ETL mappings for:

• PeopleSoft 8.9 and above

– Financials

– Procure and Spend

– HR

– Projects


Source Specific

JDE

EBS

Universal Staging

Warehouse Tables AS400 Excel

FIN and SCOM

PO

Most Modules

OBIA E, T, L Custom Extract (E)

Universal Adaptors Predefined File Format

Custom: Extract Transformation Load

How to Customize OBIA


Out of the Box Format Customized Format

‘Business Useful’ Balance Sheet


Time Product

Customers

Organization Plant

Trans type Status

Account

AR Fact

EBS

PSFT

Profitability= Revenue- mtl Cost

Custom Logic Profitability=Revenue-mtl cost-marketing cost-training cost

Sources

Customization: Metric Definition


Time Product

Customers

Organization Plant

Trans type Status

Account

AR Fact

EBS

PSFT

Customized ETL to load the extra columns

Sources

Custom Columns added to AR invoice tables

Customization: Custom Columns


•Users busy with routine work and no bandwidth for OBI

•OBI given very low priority

•High data volume

•Users with limited/little exposure to warehousing

• IT team with limited exposure to BI

•No existing reports to validate BI against

•No enterprise reporting standard

•Decision makers not involved with the BI Projects

Challenges with OBIA Implementation


• Steering committee

• User schedules

— Extra help for project team members

• Production downtime for cutoff

• Business process changes

— Period closing

• New functionalities

— Hierarchies

OBI Implementation Planning


• Standardizing enterprise reporting

• AWS or other hosting services

• Security

• What should be delivered

• Project Approach

OBI Implementation Planning


OBI for Osmose


• Provides products/services in Wood Preservation and Utility &

Railroad Services Asset Management

• Owns subsidiaries in over 20 countries

• Has IT information stored on over 7 separate network systems

Client Company Profile


• Data stored on separate network systems/platforms • No easy access to information • No visibility to supporting details of the reports • Key resources investing a lot of time preparing financial reports • Manual process to consolidate reports from different entities • Monthly period closing taking a long time • Each department with its own reporting format (20 + 6 PnL formats) • LOB not part of GL Code String, Reporting by company, by depart, by LOB • Different chart of accounts used • Definitions of Income Statements changing over time • Difficulties to maintain reports when business requirements change

Business Drivers for OBI


• PeopleSoft/SQL Server (US and CAN)

— Used by US HQ and Canada

— Stores GL, AP, AR, HR, SC

— Used Wall Street Journal for currency services

• IFS/Oracle (UK and 11 other countries)

— Used by UK and 11 other countries

— Stores GL, AP, AR

— Used Financial World for currency services

• AS400 (Mainframe) (US entity)

— Used by one of the companies in the US

— US operations only

• Others (AUS/NZ/Chile/Brazil )

The Source Systems


US1/CA

EuropeAsia

Africa

Falcon

AUS NZ

Europe1

Enterprise Reporting

Chile Brazil PeopleSoft

IFS

Europe 2

US2

US3

AS/400

Hard copy

Excel Excel

Excel

Excel Excel

Excel

Excel

Reporting Without BI


The Implementation


US1/CA

EuropeAsia

Africa

Chile Brazil

Europe1

NZ

AUS

PeopleSoft IFS

Europe 2

US2

US3

AS/400

Interface D

irec

t C

on

nec

tio

n

Excel Excel Excel

Dir

ect

Co

nn

ecti

on

AUS history NZ history PSFT live data IFS Live data AS/400 interfaced Rest Excel

Warehouse

Reporting With BI


• Data from all sources stored in a central location

• No data left on spreadsheets • Unified reporting platform

— History and current — Relational and file based — Permanent and temporary

• Input to BI controlled by IT • Reporting logic transparent

• Easy access to intelligence information of the entire company

• Easy access to supporting details with drilldowns:

— from PnL to account details — From account to journals — From journals to AR/AP

• Review reports on iPhone/iPad while watching football games

• Issue resolution easier

Unified Reporting Platform

Easy Access to Information/Supporting Details

What is Achieved


• Created a separate Business Unit to capture all intercompany entries

• Adopted a currency conversion service for all the entities worldwide

• Made period closing process more interactive and efficient

• Automated various high-level Management Reports, Consolidated Balance Sheet and Consolidated Income Statement

• Standardized reporting formats

• New departments added over time because of acquisitions

• New account group definitions added • Income statement layout changes over

time • Different reporting structures

—Balance sheet is company based — Income statement is

company/department based —Reporting by LOB also needed

Period Process Changes A Design for Change

What is Achieved


Apps Associates Profile


• Global provider of business & technology consulting services

• Founded in 2002 – Consistent Growth

– 600 employees

– US, Europe, India, Oman

– 75 resources dedicated to BI

• Recognized as one of the fastest growing private US companies by Inc 500/5000 (four consecutive years)

Performance. Growth. Excellence.


• Strategic Partnerships & Certifications

– Oracle Platinum Partner & BI Pillar Partner

– Oracle Specializations (BI, BI Foundation, EBS, SOA & Database)

– Amazon Web Services Advanced Consulting Certified

– CMMI Level 3 Certification (March, 2013)

• Flexible & Cost Effective Global Delivery Model

Performance. Growth. Excellence.


• 7+ Years Oracle BI Experience • Oracle BI Pillar Partner

• Member Oracle BI Leadership Board • Selected for Oracle BI Product Development Program

Key BI Customers


Web: www.appsassociates.com

Email: [email protected] [email protected]

[email protected]

YouTube: www.youtube.com/user/AppsAssociates

LinkedIn: www.us.linkedin.com/company/apps-associates

Twitter: @AppsAssociates

Facebook: www.facebook.com/AppsAssociatesGlobal

Connect with Us

http://www.appsassociates.com/

mailto:[email protected]

mailto:[email protected]

http://www.youtube.com/user/AppsAssociates

http://www.us.linkedin.com/company/apps-associates



http://www.twitter.com/appsassociates

http://www.facebook.com/AppsAssociatesGlobal

Thank You!

Documents

Implementation of Oracle BI Applications for PeopleSoft · OBIA for JDE Oracle BI Apps 7.9.6.4 provides ETL mappings for: • PeopleSoft 8.9 and above – Financials – Procure and