EAM Roadmap Fusion

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    eAM Product Roadmap

    Andy BinsleySr. Director, Product Strategy

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    The following is intended to outline our generalproduct direction. It is intended for informationpurposes only, and may not be incorporated into anycontract. It is not a commitment to deliver anymaterial, code, or functionality, and should not be

    2

    relied upon in making purchasing decisions.The development, release, and timing of anyfeatures or functionality described for Oracle’sproducts remains at the sole discretion of Oracle.

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    eAM Roadmap Session Agenda

    • 10 things you may not know about eAM

    • Oracle’s Applications Strategy• eAM roadmap

    – Past, present, future

    3

    • What about Fusion?

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    Why Customers Select Oracle eAM

    • Integration for optimal asset management –

    Best in class material management• Inventory, purchasing, payables integration – Best in class asset lifecycle management

    • Projects, fixed assets, general ledger, human resources

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    integration• Reduced cost of ownership

    – Single technology stack to support – No integration to build or maintain

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    The Maintenance Software Market

    • In 8 years Oracle has grown to be the 3 rd largestmaintenance software vendor in terms of market share

    – All other vendors have been in market for 20+ years• Analysts from Gartner and AMR report that eAM has

    achieved parity with best of breed vendors

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    • been acquired as part of industry consolidation

    • The reason is that Oracle’s integrated system provides – World class functionality – Integration – Lower cost of ownership

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    5th

    Annual Oracle Maintenance SummitMarch 2011 Orlando, Florida – Details Coming Soon! • 2010 Highlights:

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    ,• 26 Sessions, 3 ERP Pillars – EBS, PSFT, JDE• Industry Expert Keynotes from ARC, Gartner & Noria

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    Oracle’s Applications Strategy

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    Oracle Corporation

    Scale• $24.2B in TTM revenue for Oracle• #1 in 50 product or industry categories• 370,000 customers in 145 countries• 30,000 partners• $40B on 60+ acquisitions, since 2005• 106,000 employees

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    Innovation and Investment• 29,000 developers and engineers• 15,500 customer support specialists, speaking 27 languages•

    20,000 implementation consultants• 1 million students supported• 870 independent Oracle user groups with 355,000 members

    Revenue represents March 1, 2009 – February 28, 2010

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    Oracle Acquires Best-in-Class Companies

    Enterprise ContentManagement

    PerformanceManagement

    Identity & AccessManagement

    Middleware Platformand Management

    Business Intelligence

    Data Integration

    (pending)

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    Operating Systems Systems Management Virtual Machines

    (pending)

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    Oracle Continues to Invest in Innovation

    $1.9

    $2.2$2.7 $2.8

    $3.3

    R&D SpendingUS$ Billion

    11

    FY05 FY06 FY07 FY08 FY09 FY10

    .

    10,000+ Patents

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    Most Complete Industry Solutions

    Industry Leaders Rely on Oracle

    11 of Top 11

    Over 300 OEMs &Suppliers 5 of Top 10 Global

    20 of Top 20Service Providers 65 of Top 100

    AutomotiveAero & Defense Chemicals Communications ConsumerProducts

    FinancialServices

    Education &Research

    Health CareEngineering &Construction

    High Technology

    12

    o op

    Academic Univ

    9 of Top 10 Global

    9 of Top 10 GlobalIT Service Firms

    o op

    Fortune 500

    o op

    Global Banks

    ver ea ng

    Providers

    o op

    Electronic OEMs

    20 of the Top 20Global Insurers

    20 of Top 20Pharmaceuticals

    All in Fortune’sGlobal 500

    6 of Top 7Companies

    Over 1,500Organizations 20 of Top 20 3 of Top 5 Airlines 20 of Top 20

    Life SciencesIndustrial Mfg Media /Entertainment

    Oil & Gas

    RetailProfessionalServices

    Travel &Transportation

    Utilities

    Insurance

    Public Sector

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    eAM RoadmapPast, present and future

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    Oracle’s Commitment to eAM

    • First Product Release in 2002 – Development Partner – Alcoa: – First live customer – Texas Petrochemicals –

    Both have been members of customer advisory board since2002 – Both have added many more sites

    • Release History

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    • 2002 11.5.8• 2003 11.5.9• 2005 11.5.10• 2007 R 12• 2009 R12.1.1• 2009 R12.1.2• 2010 R12.1.3

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    Evolution of Oracle Enterprise Asset ManagementEvolution of Oracle Enterprise Asset Management

    11i.10… Release 12

    • Work Order Relationships• iSupplier Portal to Address

    Outsourcing & 3 rd PartyLogistics

    • Direct (one-off ) Items onMaintenance Activity BOM andWork Order Requirements

    • Ability to View AssociatedWork Orders in Service UIs

    • Global Consolidated AssetRepository

    • Enhanced Fixed Asset Intgrtn• Work Order Cost Capitalization• Maintenance Budget Forecast• Multiple Activity PM Schedules• Asset Check In/Check Out with

    Safety and Operational Data• Asset Operational Log•

    Release 12.1.1• Asset Move Workbench• Express Work Order • Item Cross Reference Search

    Capability Available from eAM

    • Specify Source Supply Sub-Inventory for eAM Work Orders• PM Scheduling Enhancements• Microsoft Projects Integration• Graphical Map of Asset

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    • Ability to Drill Down to PropertyManagement• Work Flow Driven Work

    Request: Flexible Work Order Association

    • Complete iSetup Support for

    Easy Migration andConfiguration of eAM• Integrated Maintenance

    Intelligence

    • User Defined Work OrderStatus Codes• Warranty Support• Automated Material Availability

    Status Check• Mobile Maintenance User

    Workbench• Single Page Work Order • Failure Analysis

    • Assets on a Map• Change Department on WorkOrder Operation for CrewScheduling

    • Construction Units forShutdown Planning

    • Work Request Attachments• Copy Asset Number toRequisition Approver Notes

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    Oracle’s Continues to Invest in Enterprise Asset ManagementOracle’s Continues to Invest in Enterprise Asset Management

    Release 12.1.2

    Primavera Integration forWork Order Scheduling

    • Export Work Orders• Import Work Orders

    Key ATG Enhancements toSupport eAM User

    • New EBS Home Page

    Release 12.1.3

    Safety Management• Work Permits

    • Work Clearances• Workflow approvalsESRI Integration for Work

    ManagementMOC

    12.1.3 +Candidates

    Safety Management• Isolations

    •Lock out / Tag Out

    Multiple Asset PMScheduling

    Work Order FundsChecking

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    • Look ahead List ofValues

    • In-Line AttachmentsWEB Services Enablement

    for eAM

    • eAM Integration• Sustainability Sensor DataManagement

    Encumbrance Accountingfor Work Order Purchases

    Support for ContingentWorkers

    Usability EnhancementsZero downtime patching

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    Supply Chain Web ServicesEnterprise Asset Management

    • Web services are provided for Enterprise AssetManagement : – Work Order : Create Work Order, Query Work

    Order, Update Work Order, Add Components, AddOperations, Add Resources

    – Asset Activity Association : Create Asset Activity

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    ssoc a on, uery sse c v y ssoc a on,Update Asset Activity Association

    – Asset Number : Create Asset Number, Query Asset Number,Update Asset Number

    • Additional services are available for select entitiesunder Purchasing, Bill of Materials, Inventory,Item, Work In Process and Order Management

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    Integration Projects Oracle and Partner Products

    • Project Scheduling – MSP, Primavera

    • Work Scheduling – Viziya WorkAlign, Stanford University

    • Mobile Devices – Oracle Mobile User, Ventureforth, BlueDot, @Hand

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    •Work Package Printing – STR AventX, Oracle AutoVue

    • Realtime Fleet Equipment Monitoring – Activate Technologies

    • Business Intelligence – Signum Group, Viziya

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    Device Integration

    • Oracle Apps Open Interfaces Support Integration of: – Meter values – Sensor values – OPC Tag Values – Messages from Smart Machines

    • Collection Plan Rules Engine

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    – Collects integrated data – Reacts to integrated data – Triggers actions based on data events

    • Notifications, work requests, work orders, processes…• Customer examples include integration with:

    – OSI PI – Direct meter and sensor integration using OPC

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    Device Partnerships

    • Mitsubishi•

    Kepware• Matrikon• ILS Technologies

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    Oracle MOC for Equipment and Sustainability Monitoring

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    • Equipment performance monitoring:downtime, output, quality• Overall Equipment Effectiveness

    Index Reporting

    • Planned vs. actual electricity usageand CO 2 emissions

    • Normalized Electricity Usage,Emissions and Cost by ProductionOutput, Sq. Ft and Headcount

    • Electricity consumption by usagecategory

    Equipment Performance and Sustainability ReportingDashboards and KPIs

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    • Drilldown to identify causes ofanomalies or outliers• Pre-built role-specific dashboards,

    reports, and alerts

    • Graphical views• Trend charts• Graphs• Tables

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    ERPSystems

    Users- MES

    - Quality

    - CostMgmt

    Corporate BICross-Plant

    KPIs

    Plant-SpecificKPIs

    Production & Sustainability ActualsSchedules

    Item Master Data

    Plant Mgr /Sustainability

    Officer

    ManufacturingOperations andManufacturingOperations and

    Process level

    Yearly GHG

    reduction goals

    and trends

    by department,

    plant

    Manufacturing Operations Center Solution for Equipment Performance and Sustainability Improvement

    ERPAgnostic

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    Automation& Process

    ControlSystems PLC CNC

    MachinesSCADA

    SystemsAdvanced

    Process

    Control

    Emission

    Sensors

    Role-Based

    Dashboards

    Contextualization

    Engine

    Production

    Manager

    MES

    Energy

    Meters

    Environmental

    Management

    Systems

    Data ModelData Model

    Energy &Emission

    MeasurementSystems

    Shop Floor Communication Drivers LAN/WLAN Protocols

    nergy- ware

    Metrics byequipment

    Manual Data

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    Solution CapabilitiesFlexible Entity Modeling and Hierarchies

    EnterpriseEnterprise

    SiteSite

    BuildingBuilding

    Floor Floor

    Enterprise

    Plant

    Department

    Production

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    • Model Production and Non-Production Facilities/Site• Flexible Hierarchy & Entities Definition – Sites, Buildings, Floors, Departments,

    Equipments, etc.• Model utilities as energy sources, energy costs & other key attributes

    EquipmentEquipment

    Line

    Equipment

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    Solution CapabilitiesMeters and Flexibility in data collection and frequency

    EnterpriseEnterprise

    SiteSite

    BuildingBuilding

    Floor Floor

    Enterprise

    Plant

    Department

    Production

    M1

    M2 M3 VM4

    M6

    M7M8 VM9

    VM10 VM11

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    • Model Meters and tie them to sensor tags for data collection

    EquipmentEquipment

    Line

    Equipment

    M5VM12

    • Model multiple Virtual Meters for Calculations, Simulation and Scenario Comparison

    • Support for ‘Top Down’ allocation and ‘Bottom Up’ aggregation

    • Use Virtual Meters for Aggregation and Allocation

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    Planned Investment Areas

    • Usability – CAB and Customer ERs

    • Functional Depth – Safety, Multiple Asset PM, Support for Contingent Workers

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    – Primavera, AutoVue, MOC, ESRI, Device Integration

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    What about Fusion?

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    EBS 12.1.1• MES Device Integration• Asset Transfer Workbench• MSP Integration

    Oracle EBS Manufacturing and ALM Roadmap…and some content highlights

    EBS 12.1.2• Manufacturing Operations Center • Primavera Integration• Google Map Integration• Compatible Unit Estimating

    Potential EBS 12.x• E-Kanban• OPM Support for Contract Mfg

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    EBS 12.1.3• Safety and Permit Management• ESRI Map Integration• Encumbrance Accounting for Direct

    Purchases• Sustainability Sensor Data

    Management

    • Support for Contingent Workers• Project Manufacturing Improvements• Safety and Lock Out/Tag Out

    Oracle Fusion 1.0

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    The Making of Fusion Applications

    Best Practice Business ProcessesBased On Hundreds of Years ofLearning

    PSFT, E-Business Suite, Siebel, andJDE

    Infused with Web 2.0

    Role-Based UI Pervasive Collaboration

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    Across Users, Networks, andCommunities

    Embedded Decision Support

    Proactive, Predictive, and Actionable

    Built on Oracle Fusion MiddlewareIndustry-leading, Open-standardsPlatform, Configurable, Adaptive,Secure

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    The Benefits of Fusion Applications

    Next Generation Adaptability

    Next Generation ProductivityWork smarter with intuitive, intelligent and collaborative

    applications: What you need to know. What you need to do.Who you need to know. How to get it done.

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    Next Generation Manageability

    Respond effectively to change with flexible, modular, user-driven business software. Powered by best-in-class businesscapabilities built on open standards.

    Deliver faster ROI with tools for rapid setup and flexibledeployment models. Protected upgrades. Lower TCO.Power in the hand of the users .

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    ALM Fusion Plans

    • V1 – basic supply chain support• V2 – basic support for asset tracking• V3 – support for enterprise asset tracking and maintenance

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    Complete ChoiceChoose Your Next Steps

    Continue on Your Current Path

    • Upgrade to the latest release of your existingapplications

    Continue on Your Current Path

    • Upgrade to the latest release of your existingapplications

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    -• Add new Fusion Applications modules or product

    family (i.e. HCM, ERP, CRM) to existing investments

    -• Add new Fusion Applications modules or product

    family (i.e. HCM, ERP, CRM) to existing investments

    Embrace the Fusion Applications Suite• Deploy the complete suite of Fusion ApplicationsEmbrace the Fusion Applications Suite• Deploy the complete suite of Fusion Applications

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    What should ALM customers do about Fusion

    • Stay current on Releases• Stay current on Technology• Consider phased uptake of Fusion products as they

    become available

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    eAM Enhancement Candidates

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    eAM Enhancement Candidates

    Auto-allocate items upon receipt & W.O. # on line item receipt (hard allocation?)

    WO BOM Page: display of MFG part numbers, cross references, OH qty; BOM comments

    Ability to reset Work Order number sequence and/or set a PM prefix parameter

    Print Asset BOM on Work Order Print Assets that make-up an Asset Route on WO

    Display Assets in a Route in Self-Service form

    Add Planner Field to Work Order, Work Order print and Work Order Search.

    Note to buyer on a Work Order for direct purchase on Work Order

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    Change the Asset # before manually created WO is Released

    Parameter for WR Start Date default

    Option to control access to the “Add to Asset” button on work order forms and “Copy to Asset BOM” in HTML work order. Toprevent additions from the work order

    WO Print Package (Printing attachments with WO Print)

    PM Work Order Generation - Add a Work Order Type to the Activity that will transfer to the generated Work Order so that it will notbe NULL

    Contingent Worker Support

    Failure codes – a ‘No Failure’ value should not be included in failure calculations

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    eAM Enhancement Candidates

    Integration with Quality Workbench

    Support for Direct Items in WO Billing

    VMRS: Fleet; no activity for working on fleet

    Enhanced CRM / Service Integration:Optimized Task Dispatch – Support for Fld Res Dispatch, Support Multiple SR’s on Single WO,WO & SR bi-directional Updates

    & VisibilityCreate sub BOM’s for asset

    When creating BOM’s for assets you should be able to categorize the BOM. Examples would be separating mechanical,electrical and instrument items.

    Ability to de-parent the child assets from the forms/html side

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    rea e an e re ease rom a wor or er escr p on rec

    Provide enhancements to PM Schedule Definition to allow the user to define Multiple Assets on single PM definition

    Spatial: ability to define shape; GIS; linear

    OBIEE - BI Apps - Analytics - Maintenance Dashboards

    Enhanced Warranty Functionality (Service Contracts, etc.): Warranty Tracking and Notification (Asset Level, Part Level)

    Support for Safety Lock Out / Tag OutSupport for Funds Checking on Work Order

    Support for Multiple Asset PM Schedules

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    The preceding is intended to outline our generalproduct direction. It is intended for informationpurposes only, and may not be incorporated into anycontract. It is not a commitment to deliver anymaterial, code, or functionality, and should not be

    37

    relied upon in making purchasing decisions.The development, release, and timing of anyfeatures or functionality described for Oracle’sproducts remains at the sole discretion of Oracle.

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