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Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Implementing PeopleSoft Financials and OBIA Together
April 15, 2015
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Agenda
Introductions
Solution Overview
Implementation Approach
TransUnion Case Study
Best Practices
2
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Speakers
3
Jon GivenDirector – Oracle Financial Applications, Emtec• 13 years of ERP and Reporting experience
• Solution Architect and Engagement Manager across PeopleSoft,
EBS and Oracle Cloud ERP applications
• Background across Order to Cash, Procure to Pay and Record
to Report business processes
• (312) 216-6905
Jeff StrohscheinVP – Corporate Systems, TransUnion• 27 years in Information Technology
• 15 years supporting Finance, HR and Business Intelligence with
PeopleSoft, Hyperion and various BI tools
• Background in Financial Services, Insurance, Manufacturing,
Pharmaceutical and Retail Industries
• (312) 576-0839
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
73%
YEARS
46serving clients
OUR COMPANY
500dedicated
associates19
over
years
BESTPLACES
TO WORK
TECHNOLOGYEMPOWERED
BUSINESSSOLUTIONS
“right size provider”
“client for life”
IndiaPune
Bangalore
USAIL, PA, NJ,
GA, VA,
MN, FL
CanadaToronto
Ottawa GLOBAL
DELIVERY
OUR SERVICES
87%14
prior tier 1
consultancies
avg years
experience
fulltime
employees
OUR PEOPLE
25+
OTHER
PARTNERS
- onshore
- offshore
- nearshore
- blended
managed services
Management
Consulting
Applications Cloud Analytics Infrastructure
strategy,
governance,
process
ERP, HCM, CRM,
app. development,
mobile solutions
applications,
infrastructure
enterprise reporting,
predictive analytics,
big data
service management,
enterprise infrastructure,
end user computing
Business and Technology Empowered
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
v
TransUnion is a global information solutions provider
We empower smarter decisions and create better lives
through diverse data sets and analytic solutions
Founded in 1968
Headquartered in Chicago
Employs more than 3,500 people worldwide
Provides solutions to approximately 45,000 businesses
Reaches businesses and consumers in 33 countries
Maintains credit histories on more than 650 million consumers
worldwide (230 million US)
Processes billions of updates each month
We see information for what it can help people achieve
TransUnion delivers meaningful insights to spot opportunities
and manage risk across the following markets:
Financial Services | Healthcare | Insurance | Collections
Rental Screening | Direct to Consumer | Government
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Presentation Objectives
•Understand benefits of implementing analytics and ERP
systems together
•Best practices for implementation
•Data validation and testing strategies
6
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Solution Overview
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Solution Overview
•PeopleSoft 9.1
–Record to Report – PC / AM / GL
–Procure to Pay – PO / AP
–Order to Cash – OM / Pricing / BI / AR
•OBIA
–Financial Analytics
–Supply-Chain Analytics
–OBIEE / BIFS
8
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Implementation Approach
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Implementation Approach
•Blend two methodologies
–Waterfall for PeopleSoft
–Agile for OBIA
•Built plan alignment to accommodate both approaches
•Focused on complete solution by business process and
role instead of transactional system and / or reporting
system requirements
10
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Implementation Approach - Design
•Reporting requirements gathered alongside transactional applications
–Report data and layout requirements
–Sources of data
–Audience
–Accessibility
–Timing
•Fit/Gap performed together
–Helped to identify gaps in delivered PeopleSoft transactional reporting which were met by OBIA
–Drove configuration decisions to support OBIA integration and reporting
11
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Implementation Approach - Design
•Identify which application should be used for report delivery
–Both applications are capable of delivering similar reports
–Key is to identify which application is best suited to deliver that particular report or group of reports
–Be sure to consider your audience
•OBIA for
–Dashboards
–Management Reports
–Reporting across multiple segments, BUs, etc
–Summarization
•PeopleSoft Reporting for:
–Individual transactions or transactions within a single BU
–Transactional error investigation and handling
–Operational reports – Trial register, detailed Open AR
12
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Implementation Approach - Development
•Add new integrations and sources of data to enrich
analytic reporting
–Hyperion Forecasting Data
•Brought in custom fields from PeopleSoft to enhance
reporting capabilities
•Aligned ERP and OBIA teams for development
13
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Implementation Approach – Testing and Training
•System / Integration testing
–End-to-end testing cycles
–Master Data / Definitions
–Transactions from PeopleSoft to OBIA
•OBIA Data Validation
–Used for OBIA testing and UAT
–ERP Data conversion validation
–Requires assistance and oversight from both OBIA and ERP team
•Training
–Build by role, not by application
–Demonstrate and train how to execute by role
–Can include both PeopleSoft and OBIA training during the same course
14
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
TransUnion Case Study
Case Study: PeopleSoft and OBIA
Implementation
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Business Objectives
•Standardize on a single, global transactional and
reporting platform
•Establish consistent business processes
•Provide common master data management across
disparate geographies
•Provide single source of truth across the organizations
•Provide summarized reporting to executive management
•Allow for detailed review and drill down capabilities
17
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Geographic Scope
•United States
•Latin America and Mexico
•Canada
•South Africa
•Hong Kong
•India
18
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Business Environment Challenges
•Transactional volumes
–Customers
–Price Rules
–Transactions
–Invoices
•Multiple languages
•Unified method needed to report master data
across geographies
19
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Why Did TransUnion Follow This Approach?
•Ability to gather transactions, management and analytic reporting in a single phase
•Provide opportunity to identify which application should be best used to meet their needs
•Ensured transactional design and configuration would support reporting requirements
–Eliminated rework and regression testing of ERP system based on OBIA requirements
–Added custom fields to the customer record to meet Management Reporting requirements
•Data validation of reports helped to build confidence in application and ensured transactional system accuracy
•Testing phases included both ERP and BI to reduce regression testing effort
20
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Best Practices
•Consider OBIA licensing early
•Allow for extra time for data validation
•OBIA Implementations allow for more Agile development
•Push transactional data through to OBIA to perform
dashboard and reporting demonstrations early
•Identify and commit to deployment dependencies and
timing between OBIA and ERP
21
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Q & A
