Integration is good

A universally accepted truth?

ERP - The ultimate IS integration

Dream or nightmare

An arm & a leg or 2 of each

Elimination of data duplication

Single view of the truth

Optimised business process

Current reality

Costs have reduced

Different entry options

Faster implementation

Hosted options

But ...

Organisational fit still key

Differentiated or Integrated

Feudal or Federal

Single view of the truth a genuinely shared aspiration

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Helping Housing Organisations Grow November 20th 2012

Ian Chavasse Oracle

Clive Wells Oracle

Helen Robertson Claremont

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 a purchasing decision. The

development, release, and timing of any features

or functionality described for Oracle’s products

remains at the sole discretion of Oracle.

Safe Harbor Statement

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Agenda

• Challenges for housing organisations

• Benefits of an integrated applications approach

• Summary and Q&A

Challenges and Trends

• Limited availability of Finance from traditional sources

• Banks - credibility of organisation and especially finance function

• HCA - qualification criteria becoming more arduous

• Local Authorities - increased expectations incl. value for money

• Personalisation (‘Customer at the Centre’)

• Move to a customer-centric approach

• Give more control to people who actually use the service

• Increased focus on providing best service and marketing to customer base

• Modernisation including working practices and IT

• Legacy and non integrated IT infrastructure / platforms not delivering value

• Lack of focus on best-practice processes e.g. Procure to Pay

• Tactical rather than strategic view of IT

IT Simplification Vision

Implement common processes across organisation

Minimise the number of business applications to aid growth, flexibility and efficiency

Gain greater control over your data and management information

Increase commonality of your technical skills set

One common user interface to increase users’ capability and efficiency

CEO Survey How They See Their Organisation Now & In The Future

Are you positioned for Growth?

£

Time

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Agenda

• Challenges for housing organisations

• Benefits of an integrated applications approach

• Summary and Q&A

Picture the Year . . . .

And the year was?

1990 And Gartner defined the term

‘Enterprise Resource Planning’ or ERP

Property & Asset Mgt

Procurement

Planning, Budgeting & Whole Life Costing

Service Clients

Typical Housing Application Needs

Projects & Developments

Data Quality

Payroll & HCM

Financial

Mgmt & Reporting

Facilities Management & Service

Cash & Bank

Care Services Asset Register

Billing & Collections

Payables

16

Property & Asset Mgt

Procurement

Planning, Budgeting & Whole Life Costing

Service Clients

Billing & Collections

How Oracle Meets Those Needs?

General Ledger

Purchasing

Receivables

Projects & Developments

Data Quality MasterDMgt

EDQ

Payroll & HCM Financial

Mgmt & Reporting Payables

Payables

Facilities Management & Service

Project Costing, Billing, Mgmt

PY, iExp

SSHR, T&L

Learning, etc

Property Management

Cash Management

& Treasury

Teleservice

Service Contracts Field Service Scheduling

Contracts, Sourcing, Supplier

Portal

Care Services Health Management Asset

Register

Fixed Assets

17

Cash & Bank

Deployment Options

SaaS @Oracle @Customer

On Premise

Oracle Customer

Oracle

Oracle

Oracle

Oracle

Oracle

Oracle

Oracle

Oracle

Software License

Software Mgmt

Infra Mgmt

Datacenter

Connect to the Cloud the way you want.

Cloud Services

• One solution, multiple deployment options • Switch between deployments

Lower Cost

Of Ownership

Customer

Customer

Customer

Customer Customer

Customer

Customer

Some relevant customers…

CRM Reference

Benefits – Internal

• Single source of customer data

• High user adoption

• Significant improvement in data quality

• A dozen key systems / databases retired

• More efficient call centre – idle time and transfer times

• Customer intelligence and insight

• Transparent sales process

• Flexibility to respond to new opportunities

CRM Reference

Benefits – Customer

• Increased customer satisfaction (from 75.1% to 99.0% in

year 1)

• Consistent user experience – all staff can see what’s

happening with service requests

• System encourages staff to think of customers as

people, not addresses

• Analysis of customer interactions is helping to plan

future service developments

Dynamic legislation drives the need to automate

policies

Freedom of information is increasing the pressure from customers and citizens to

prove compliance with policies and standards

Budgetary pressures force

efficiencies

Costly IT projects and resource-intensive call centres are expected to innovate, and deliver more with less

Accountability requires

transparency

Security, geopolitical and financial events drive frequent legislative changes

and high expectations of enforcement

Making accurate and consistent decisions is difficult when finely

targeted policies are needed to deliver the best outcomes

Policy complexity is

growing

Legislative changes are accelerating

Transform legislation and policy documents

into executable and maintainable business rules

– extend COTS to meet customers’ exact requirements

Deliver guided interview experiences using

modeled natural language policies,

e.g. for self-service

– very rapid ROI

Achieve complete consistency across delivery

channels using standard web services

architecture and pre-packaged integrations

What does Oracle Policy Automation do?

Housing

Wait to re-apply Confirmed on Waiting List Housing selection Moving in

Handle the majority of applications online

Call Handling for more complex

cases

Housing Officers to handle House

allocation

Social Care

£ Personal budget calculated Re- assess Services ordered and provided Longer -term care

Handle the majority of applications online

Call Handling for more complex

cases

Case Workers to concentrate on more

needy cases

Clive Wells

Focus on ERP for Back-Office

Today’s Enterprise Resource Planning

• Functionally deep/broad back-office footprint

• Extensive information capability

• Automation/efficiency – streamlined back-office processes

• Faster implementations with new methods

Planning

Budgeting

Procurement

HR

Payroll

Financials

Treasury

Projects Asset

Management Open

Standards Technology

Platform

Today’s ERP

Information

Analytics

- Third-party systems

(CRM, Housing)

integration

-Pro/reactive

asset management

- Multiple data sources,

dashboards, KPIs

-Automated business processes

-Policy compliance

-Project/costs control

-Shortened budgeting cycle

-Procurement savings

-Regulatory compliance

-Workforce optimisation

Leading-practice business processes

Receiving

Record

Received

Services

Business Flow: Self-Service Requisition to Receipt

Record

Goods Receipt

Supplier

Sourcing

Requirements to

Agreement.

Expiring

Procurement

Contract to Renewal.

Project Expenditure

to Revenue

Recognition.

Purchase Orders

Authorize

Purchase

Orders

Issue a

Purchase

Order

Distribute

Purchase

Orders

Supplier Invoice to Payment

Project Expenditure to

Revenue Recognition.

Purchasing Manager

Buyer

Requester

Enterprise Roles

Manager

Requisitions

Authorize

Requisitions

Manage

Requisitions

No

Yes Receive

Goods/

Services?

Payables

Supplier Invoices

Modify

Existing

Invoice

Distributions

Manage

Supplier

Invoices

Resolve

Supplier

Invoice Holds

Process

Supplier

Credit Memos

Issue

Payments

Receipt to Assets.

Project Expenditure to

Revenue Recognition.

Bank Statement to Cash

Reconciliation.

Subledger Journals to Post

Manage

Prepayments

Self Service

Requisition to

Receipt.

Project

Expenditure to

Revenue

Recognition.

Approve

Supplier

Invoices

Net

AP/AR

Accounts

Enterprise Roles

Payables Clerk

Accountant

Business Flow: Supplier Invoice to Payment

Example ERP – Project Management

Example Analytics – Spend

ERP Implementations – New, Faster Methods

ERP Project Lifecycle – Accelerated Method

TECHNICAL ACTIVITIES: HARDWARE, NETWORK, SOFTWARE INSTALL, ETC

DELIVERY PRE-SALE

Scope Confirmation

Contracts

Personalise/Configure

Baseline

Interfaces ,Conversion, Reports

Additional Functionality

Testing/CRP2

Training & Transition

Preparation

Post Accelerator

Activity

Go Live

21 -28Days Average

AR

EA

OF

MA

XIM

UM

IM

PA

CT

In Summary

• ERP is now mature, proven and predictable

• Potential benefits are attractive

• Cost savings

• Efficiencies

• Information

• Modern implementation methods = fast ROI

Helen Robertson

Focus on ERP for Maintenance

Debrief Task

Resolution

Capture Customer / Asset Issue

Allocate Engineer

Enterprise Solutions in Housing

Legacy Financials

Legacy CRM

Web Portal / Internet / Telephone Mobile Device / Citrix

Legacy Purchasing

Technology Stack

Core Data Set

Asset Maintenance Management

Internet Support

Maint. Call Centre

Field Engineers

GIS tools SLA /

Contracts Surveys / Registers

Enterprise Solutions in Housing

Technology Stack & Reporting

Financials

P2P Project Lifecycle Management

Inventory HCM / Payroll Order 2 Cash

Web Portal / Internet / Telephone / Mobile Device / Citrix

Asset Management

Internet Support Call Centre

Support Field Service

Mobile Field Service

SLA / Contracts Surveys / Registers

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Agenda

• Challenges for housing organisations

• Benefits of an integrated applications approach

• Summary and Q&A

In Summary

• Incremental

• Co-existing

• Breadth and depth of offering

• Led by benefits and best practices

• Options for deployment

• Demonstrable expertise and knowledge within

Housing, Construction & wider Public Sector