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ERP in the CloudOOW Public Sector SIG

Oracle Confidential – Internal/Restricted/Highly Restricted

Aaron EricksonDirector of Government InnovationPublic Sector North AmericaSeptember 28, 2014


Topics

Oracle Cloud Strategy

SaaS Overview with Public Sector Roadmap

Adoption in the Public Sector

Q & A

1

2

3

4

2


Significant Challenges With the Traditional ERP Model

3

EXPENSIVE UPGRADESCOSTLY CUSTOMIZATIONS

LIMITED INNOVATION

INEFFICIENT PROCESSES

REDUCED IT BUDGETS

DIFFICULTY ATTRACTING QUALIFIED IT PERSONNEL

LIMITED VISIBILITY/ACCESS TO KEY OPERATIONAL &/OR FINANCIAL DATA

Oracle Confidential


Oracle’s Applications Unlimited StrategyCommitment and Continued Investment for Every Product Line

PeopleSoft | JD Edwards | E-Business Suite | Siebel

Intuitive, Simplified User Experience

Lower Cost of Ownership

Industry and Functional Enhancements

Leverage Oracle Cloud Applications


New Capabilities without Upgrades

Continuous Delivery, Flexible Adoption

2013 2014 2015 2016 2017

PeopleSoft 9.2

Restricted to event use only. 5

2018 2019 2021 20222020

• Customers Adopts the New Capabilities They Want, When They Want

• Oracle Delivers New Capabilities 2 – 3 Times a Year

New Capabilities

Customer “A” Goes

Live

Customer “A” Adopts

New Capabilities


Looking Towards Cloud Delivery Models

6

TraditionalLeading

Edge

Private Cloud

Existing ERP apps maintained

in 3rd party datacenter with

managed services or onsite in

centralized datacenter

Public Cloud

New Software as a Service

(SaaS) Apps

On-Premise

Existing ERP Apps maintained

in on-premise datacenter

vs. vs.

Oracle Confidential


The Right Model Depends of Several Key Factors

Oracle Confidential – Internal 7

Unique functional

requirements

Funding via CAPEX

Must have tight

control of data

Flexible timing of

updates & upgrades

Standard functional

requirements

Funding via OPEX

Data does not need to

be onsite

Don’t mind adhering to

vendor update schedules

SaaSTraditional


Value of SaaS ERP Applications is Changing the Conversation

8

Quicker access to

innovation

Easier to Use

Lower TCOImproved

Service Levels

Oracle Confidential


Cloud is One of Oracle’s Key Strategic Directives

Oracle is the 2nd largest SaaScompany in the world (behind salesforce.com) at $2B per year in subscription revenue, processes over 19B transactions per day in over 18 data centers around the world

9Oracle Confidential


Oracle Cloud Applications

• Cutting edge next generation cloud architecture

• Secure & state of the art cloud operations

• Most comprehensive end-to-end suite of cloud apps on the market

• Next generation enterprise applications

• Highly configurable

• Flexible integration to other corporate applications



ERP

Most Comprehensive Set of Cloud Solutions on the Market

11

Planning & Budgeting

HCM

Talent Management

Social Relationship Management

Policy Automation

Customer Service

Oracle Confidential

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 12

Service Centric Economy

21st Century

Your organization’s value is driven by people

Take Care of Your Employees

Take Care of Your Constituents

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 13

Modern Government Systems Are

Talent Centric

Empower the workforce.

Find, Grow, and Retain the Best People

Social and Collaborative

Integrate Social Capabilities to Enable Collaboration Throughout the Organization

Insightful

Provide Complete Insights for Every Department

Mobile and Engaging

Make it Easy for Everyone to Use on Every Device

1

3

2

4


Oracle Cloud HCM & Talent Mgmt Breadth and Depth



Oracle Cloud: Enterprise Resource Planning

Mobile

Social Self-service

Reporting

Supplier

Portal

Customer Experience Foundation

Social Network MobileReporting & Dashboards

Predictive Analytics

Integrations22

Integrated Enterprise Resource Planning Foundation

Global

Financials ProcurementProject Portfolio

Management

Enterprise Performance Management

Order Capture Revenue

& Collections

Strategic Sourcing & Contracts

Supply ChainGovernance, Risk, &

Compliance

Industry Solutions and Country Localizations

Big Data

Visualization


Enterprise Resource PlanningFinancials

FinancialAnalyticsFinancialAnalytics

Planning and BudgetingPlanning and BudgetingFinancial ReportingFinancial Reporting

Financial Management

Financial Management

Order Capture, Revenue & Collections

Order Capture, Revenue & Collections

Travel & Expense Management

Travel & Expense Management

Governance, Risk & Compliance

Governance, Risk & Compliance

Cash & TreasuryManagement

Cash & TreasuryManagement


Enterprise Resource PlanningProject Portfolio Management

Cost Management & Control


Billing & Revenue Management

Billing & Revenue Management

Project Budgeting & Forecasting

Project Budgeting & Forecasting

Resource Management

Resource Management

Task Management

Task Management

Project Planning Project

Planning

Project Management & Scheduling

Project Management & Scheduling

Project Visualizations

Project Visualizations


Enterprise Resource PlanningProcurement & Supply Chain Management

ProcurementProcurement ProcurementAnalytics

ProcurementAnalytics

Contract Management

Contract Management

Order CaptureOrder

CaptureProduct Master

Data ManagementProduct Master

Data Management

Strategic SourcingStrategic Sourcing

LogisticsLogisticsInventory & Costing

Inventory & Costing


• Easily load, adjust and manage control budgets with unlimited hierarchies

• Track, control, and report on budgets, commitments and expenditures across procurement, financials and projects

• Collaborate with budget managers and transaction owners to resolve issues

• Perform control analysis with real-time, multi-dimensional reporting and visualizations

Introducing Cloud Budgetary Control

CAPABILITIES


Sneak Peak of Cloud Budgetary Control


Budgetary Control and Encumbrance Accounting

21

Plan and

budget

Control costs

Analyze actual

and expected

spending


Control Budgets


Enable Budgetary Control and Encumbrance

•Ledger

•Journal Source

•Journal Category

•P2P Business Unit

•Business Function

•Transaction Type

•Project Business Function

•Document Type


Budget Account Monitor


Budget Account Monitor


• CAFR Balance Sheet

• GASB Statement of Activities

• GASB Statement of Net Assets

• For OOW release data only exists for Jul-15 and Jul-14

• Known issue with Annual Totals in GL Cube

Financial Reports

(GL Cube)

Reporting


• Balances by Department

• Budget vs. Actual

• Period Comparison

• Year Over Year Comparison

• Should be sufficient data for 12 months of FY14 and FY15

Financial Reports

(XCC Cube)

Reporting


• Budget Monitor (XCC)

• Account Monitor (GL)

Account Monitors

Reporting


• Budgetary Control - Transactions Real Time

– Seeded BIP Dashboard

• Projects – Grants Management

OTBI

Reporting


• Effectively manage grants received from any type of organization.

• Track, control, and report on grants budgets, commitments and expenditures, including related indirect costs.

• Invoice and report back to sponsors in grantors specified format.

• Real-time, multi-dimensional reporting

Capabilities

Introducing Oracle Grants Management Cloud


ERP Cloud

Oracle Cloud SolutionsBuilt To Work Together

Grants Management Cloud


Billing &

RevenueBudgetingInsight &

Performance

Award

Management

HCM Cloud

Assets

Accounts

Receivable

Social

Payables

Compliance,

Accounting and

General Ledger

Reporting and

Analytics

Procurement Cloud

Financials Cloud


Grants Management


Shared

Data Model

Functional Setup

Manager

Role Based

Access Control

Oracle Cloud ERP: Common Infrastructure Services


Mobile Financial Reporting Center

34

Any time

Anywhere

Any device

Collaboration

Visualization


Continuous Innovation – 2 to 3 Releases Per YearExample HCM release roadmap


Release Release Release

– Comp Budget/Model Enhancements

– Org Goals Enhancements

– View In Progress Ratings in Comp

– Rapid Start solution sets: Talent and Compensation

– Standards and Guidelines; Integration, Rapid Starts and Services Benefits Provider Integration, Enrollment Reports

– Stock Data Management

– Payroll for China, UK, UAE and SA

– Check Printing Integration

– Mass Actions

– Actionable Search

– Smart LOVs

– Matrix Visualization

– Workforce Predictions Model configuration

– Goals: Filters for goal library, goal categories, carry attachments to performance

– Talent Review: Goal auto assignment and multi-person assignment

– Center of Excellence

– Spreadsheet/Batch loaders

– Rapid Start - HCM Solution Sets : HR, BEN, PAY

– Performance Management: Eligibility Engine, Mass Status Update

– One page Talent summary

– Simplified Roles Management

– Approval Rules UI

– T&L integration

– Self-service W-4

– Self-Service Payslip.

– Localizations: India Singapore, Hong Kong

– 3rd Party Payroll Interface

– Global HR, Benefits. Payroll

– Compensation Mgmt

– Performance & Goal Mgmt

– Talent Review

– Social Collaboration

– Workforce Predictions

– Onboarding / Workforce LifeCycle Manager

– Global: 209 countries

– Localizations: US, UK, China, UAE, Saudi Arabia

– SaaS Config and packaging

– Extensibility for SaaS

– Integration Services (Payroll and Benefits)

Release

– Comp: Schedule Future Refresh Process; Default Proposed Job, Position, Grade

– Profile: Web Services OTBI, PDI partner repository, Questionnaire scoring

– Talent Review: Meeting templates, OTBI, multiple facilitators, Questionnaire integration

– Opensource Setup Data

– Spreadsheet Loader utility and UI

– Standalone Data Loader

– Diagnostics enhancements

– Cloud UI PortalSpreadsheet loader for Ben Enrollments, dependents, beneficiaries, rates

– Compare Employees UI

– Recruiting integration

– Expand spreadsheet loader support

– Goal Attainment Analytic

– Oracle Social Network Integratio

– Payroll Web Services

– Garnishments

– ADP Tax Filing interface, US Payroll Integration

– Concurrent Worker/Mgr Evaluations


Simplified Security

Financials• Enhanced OTBI reporting for Assets and

Subledger Accounting• Customer Payment Status Report• Advanced Metrics for Collections

• Employee Bank Account User Interface

Project Portfolio Management• Extended OTBI reporting subject areas• Smart View support• Document Management

Procurement• Customer Enhancements

Release 10Release 10

Financials• Cash Forecasting

• Credit Management• Additional Travel Integration• Additional Localizations

Project Portfolio Management• Encumbrance Accounting Support• Procurement Sourcing Integration

• Top Down Portfolio Management• Proposal and Risk Management• Mobile Time Management

Procurement• Manufacturing Execution• Drop Ship/Back to Back Orders

• Configurable Goods• Alternate Bids• Project Portfolio Management Integration

Future DirectionsPost 12 month planning cycle

Future DirectionsPost 12 month planning cycle

Financials• Supporting References Enhancements

• Cross Ledger Allocations• Recurring Journals Enhancements• Invoice Line Level Imaging• France & China Localizations• Revenue Management

Project Portfolio Management

• Time Capture with Oracle WFM• Invoice in a Third Currency• Open Interfaces for Project, Task, Budget

and Resource Requests• Planning Rates for Resources

• Flexible Resource Scheduling

Procurement• Sourcing Event Creation Web Service• Sourcing Descriptive Flexfields• Deliverables Management• MS Word 2010 Integration

• Security Enhancements• Amendment Printing Enhancements• Specify Location of Expert Clauses• Re-activate Closed Contracts• Approval Rule UX Simplification

Release 8Release 8

Financials• Budgetary Control & Encumbrance

• ISO2022 & SEPA Support• Bills Receivable• Asset Revaluations• Supplier Invoice Line Level Approvals• Recurring Supplier Invoices

• Cloud Reporting for EBS• Financial Reporting on tablet• Credit Card

• Oracle CPQ (Big Machines) integration

Project Portfolio Management• Budgetary Control• Grants Management• Change Management

• Mobile Task Management• CRM Opportunity Integration• PLM Project Planning Integration

Procurement• Budgetary Control and Encumbrance

Accounting

• Supplier Qualification Management Surrogate Bidding

• Two Stage Bidding• Online Discussions

Release 9Release 9

Oracle Applications: Current Release and Roadmap Oracle Enterprise Resource Planning

Note: This roadmap highlights our cloud-based functionality. Please see additional product family specific roadmaps for Applications Unlimited details.


Designed for Incremental Cloud Adoption

Modernize at Your Pace and Priority

• Customer Experience

• Talent Management

• Planning & Budgeting

• Infrastructure as a Service

• Finance and Supply Chain

• Project Management

• Platform(s) as a Service



Paths to the CloudIt’s not a ‘rip and replace’ only option

• Phased approach

– Talent Management only

– Planning and Budgeting only

– Financial Performance Reporting only

• All ERP– Replace Psoft, EBS, JDE

– Leverage C to C Program

– Planned Complete migration

38

Planning & BudgetingPlanning & Budgeting

Financials

Supply ChainSupply Chain

Supply ChainSupply Chain

PBCSPBCS

TalentTalent

Core HRCore HR

PayrollPayroll

TalentCore HRPayroll Talent

Core HRPayrollPayroll

TalentTalent

Core HRCore HR

Payroll

FinancialsFinancials

PBCS

Financials

SCMSCMSCM

PBCSPBCS

FinancialsFinancials


Oracle E-Business Suite | JD Edwards | PeopleSoft | Siebel | Hyperion

Customer to Cloud ProgramRoadmap for Every Product Line

MODERN GOVERNMENT. MODERN CLOUD.

Offers for Existing Oracle Customers Offers for Existing Oracle Customers Offers for Existing Oracle Customers Offers for Existing Oracle Customers

1.1.1.1. Financial Incentives for MigrationFinancial Incentives for MigrationFinancial Incentives for MigrationFinancial Incentives for Migration

2.2.2.2. Packaged Cloud IntegrationsPackaged Cloud IntegrationsPackaged Cloud IntegrationsPackaged Cloud Integrations