Fedcap’sJourney Flying in the Clouds from EBS - OAUGdc.communities.oaug.org/multisites/dc/media/Case-Study_Fedcap... · Fedcap’sJourney Flying in the Clouds from EBS ... – Implemented

©2016Denovo.Confidential TradeSecret.All rights reserved.Presenter:MarshaL.Edgell Date:June17,2016

Fedcap’s JourneyFlyingintheCloudsfromEBS

©2016Denovo.Confidential TradeSecret.All rights reserved.

Contents

• Introduction• Fedcap Overview• ProjectBackground• Challenges• WhyCloud• CloudProjectDetails

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PriorExperienceProjectExperience:

MichaelLennon,CPAApplicationsPracticeDirector

• ProfessionalSummary– SolutionArchitect/ProjectManager/SeniorBusiness

Analystwitheighteenyearsexperienceinincreasinglevelsofresponsibilityacrossfinancialandmanagerialaccountingareas,financialsystemsdesignandimplementation,audit,training,andprojectmanagement.

– Implementedover50fulllife-cycleOracleapplicationprojectsacrossvariousindustrieswithspecializationsinProfessionalServices,Finance,andGovernmentContracting.

• QualificationSummary– OracleExperience:Cloud&EBS- OracleGeneral

Ledger,AccountsPayable,AccountsReceivable,FixedAssets,iExpenses,ProjectCosting,ProjectBilling,ProjectManagement,ProjectContracts,OTL,Purchasing,Inventory,OrderManagement,Shipping,ADI,OBIEE,UPK

Mobile: (703)402-5428Email: [email protected]: www.denovo-us.com InsertPhotoHere


PriorExperience: ProjectExperience:

MarshaL.Edgell,SeniorDirector,ConsultingProjectManagement

• ProfessionalSummary– 25+years industryandconsultingexperience

– SeniorProgram,ProjectManagerandfunctionalconsultantrolesinnumerouspackagedsoftwareimplementations

– Extensiveexperiencewithonshore/offshoreresourcemanagement,coordinationandhiring

– BoardofDirectors,ProgramCoordinatorforDCOAUG,OracleApplicationsUsersGroup

– FrequentpresenteratCollaborate,OracleOpenWorld andregionalusergroupconferences

– Developedimplementationmethodologyandtrainingprogramsforconsultingstaff

• QualificationsSummary– SpecificareasofOracleexperienceincludeCloudERP;E-

BusinessSuitereleases 10.7through12.2.4inFinancials,HCM,SupplyChainandProjects

– PMPCertified

– PreviousDirectorofEnterpriseBusinessSystemsinamulti-nationalorganization

Mobile: (703)839-3346Email: [email protected]: www.denovo-us.com


AboutDenovo

Denovo isthemid-marketleaderindeliveringEnterpriseApplicationandCloudServices.Weworkinclosepartnershipwithourclientstohelpdrivebusinessvaluethrougheffectiveuseofboth legacyandcloudtechnologies.

Denovo Clients: Growth-oriented midsize andlarge organizations.

DenovoValue:Wemakedigitaltransformationeasyandcosteffectiveasanelasticextensionofyourorganization.

Denovo Difference: Helping customerstransition to a modern applicationsarchitecture. We Listen, Innovate and Deliver toimprove our clients’ business outcomes.

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Fedcap Overview

• NonprofitFoundedin1935• Mission:– Tocreateopportunities forpeoplewithbarrierstomovetowardeconomicindependence asvaluedandcontributingmembersofsociety

• Services:– Offersanarrayofservicesthroughitsfourpracticeareas:Education,WorkforceDevelopment,OccupationalHealth,andEconomicDevelopment

– Helpover80,000individualsgraduatefromhighschool,obtainvocationalcertificationorcollegedegree,becomeworkready,obtainmeaningfulemploymentandachieveeconomicwell-being

• 5LegalEntities• HeadquarteredinNYC• RegionallyLocatedallalongtheEastCoast

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State,Local,andFederalContracts

• FocusedonPrograms&Projectsfor:– YouthandYoungAdultServices– Community Impact–MentalHealth– VocationalEvaluations– Veterans&Seniors

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ProfessionalServices

• BusinessServices:– ProductionServices– TotalFacilitiesManagement– OfficeSolutions– SociallyResponsibleOutsourcing

• HomeCareServices:– Nursing– HomeHealthAide– PhysicalTherapy– OccupationalTherapy– SpeechTherapy

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ProjectBackground(EBS)• Release12• Financials(GL,AP,AR,FA)• Projects(Costing&Billing)• Integrations&Extensions:– Employees(ADP)– ProjectLaborHours (ADP)– ProjectCostingExtension– ProjectBillingExtension– PartnerCommissionProgram

• 6MonthProject• LivesinceSummer2013

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• Replacelegacyfinancialsystem• Centralizecollectionofrecords• Enablemanagerstohavefullvisibilityoffinancialandkeyoperatinginformation• Eliminateduplicationofeffortsandreducepaperflow• Accessinformationfromanywhere• Improvebusinessprocessflow• Increasebusinessprocessefficiencies• Accurateandtimelyfinancialreporting• Real-timedataforreal-timedecisions

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ProjectGoals&ObjectivesEBSR12Retrospective


Challenges• Business:– TremendousGrowth• Organic(Services)• Inorganic(Acquisitions)

• System:– Access– COAStructure– Reporting:• FinancialStatement• BusinessIntelligence• Adhoc (Financial/Transactional)

–Mobility6/21/16 11


SolutionOptions

• InvestinReportingSolutions&Tools:– BusinessIntelligence– Hyperion/Essbase– Ad-hocQueryCapabilities

• InvestinOracleCloudERP:– SaaS &PaaS– Essbase Cube– HyperionFinancialReportingStudio (FRS)– OnlineTransactionalBusinessIntelligence– DashboardReporting– FunctionalEnhancements(Fins&Projects)

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WhyCloud?

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DoitallwithaComplete Solution

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ORACLECLOUD

FinancialManagement

HCM,Talent&WorkforceMgt

CustomerExperience

Procurement,SCM&ProductValueChain

ProjectPortfolio

Management

Anydevice,anywhere

Socialtiedtotransactions

Seamlessintegration

Insightforeveryone

©2016Denovo.Confidential TradeSecret.All rights reserved. 15

• Real-time,actionablefinancialindicatorsmonitorandcontroldailyaccountingoperations

• Bettervisibilitywithcollaborativecloseprocess

• Interactwithaccountbalancesusingvisualizationfordeeper insight

• InvoiceImaging(Standard!)

Effectivelymanageaccountingoperations

FinancialManagement


FinancialReportingandAnalytics

ReportingCenter

• Single,consistentpointofaccessforallreports,optimizedformobileaccess

• Uniquereportingplatformwithreal-timemulti-dimensionalanalysis

• Securecollaborationonanyreportcombinesdataandnarrativeforactionable,contextualinsight

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TravelandExpenseManagement

IncreasedVisibilityandControlofTravel&Expenses• Easilycreateandsubmit self-

serviceexpensereports

• Highlightpotentialproblemsoractionitems

• Enforceexpensemanagementcontrolswithapprovalandaudits

• Enterexpenses on-the-gowithiPhone Expenses application


ManageyourContractsyourWay

• Improvecashflowwithrapidandaccurateprojectcustomerbilling

• Complywithprojectcontracttermsandconditions

• Leveragepowerfulproject-contractrelationships

• Streamlineprojectcontractrevenuerecognition

BillingandRevenue

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StayInformedandinControl

• Simplifyprojectplanning,budgetingandforecasting

• Controlprojectresourcesandcostsandfacilitateearlycorrectiveaction

• Supportrepeatabilityandaccuracybyleveragingstandards

• Reducelearningcurvethroughguidedprocesses

Plan,BudgetandForecast

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ProjectPerformanceReporting

• Stayup-to-datewithactionableinsightintoprojectperformancetrends

• Innovativereportingplatformgivesreal-timeresults

• Self-monitoringprojectsalertyoutoexceptions

• Takeimmediate actiontokeepprojectsontrack

AnalyticsandInsight

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CloudProjectSpecifics

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CloudProjectScope• FinancialBusinessFlows– Supplier InvoicetoPayment– AccountsPayableManagement– APInvoiceImaging– AutomatedVendor InvoiceProcessing– CustomerInvoicetoReceipt– AccountsReceivableManagement– AssetsAcquisition toReceipt– FixedAssetAccounting– BankTransactiontoCashPosition– CashManagement– ExpenseReporttoReimbursement– EmployeeExpenseManagement– BudgettoApproval– OrganizationalBudgeting– PeriodClosetoFinancialReports– Month-endCloseandReporting


CloudProjectScope• ProjectManagementBusinessFlows– InitiationtoProjectPlan– ProjectSetupandPlanning– ProjectExpendituretoCostControl– CostCollection– ProjectContracttoRevenue– RecordingRevenue– AnalysistoProjectOptimization– Monitoring andAnalyzingProjectPerformance


CloudProjectScopeDataConversions• Customers&OpenARInvoicesConversions• Suppliers&OpenAPInvoicesConversions• OpenProjectsandProjectsclosedwithoneyearofgo-live• Activeemployeesandterminatedemployeeswithinonyearofgo-live• General LedgerBalances foruptofiveyears• FixedAssets

Reporting• OnedatawarehouseOracleClouddatabase(PaaS)consistingofARandAPinvoiceandpaymentdetailsonly

• BuildreportsusingApexoranotherBItool

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FlexibleDeploymentModels

Oracle’sPlatformasaService (PaaS)

OraclePaaS OracleCloud

ProjectExecution

CX

Planning&Budgeting

SCM

HCM

Financials

ProjectFinancials

Procurement

FinancialsSCM

HCM

CX

DatabaseMobile Apps

AnalyticsCalcs

ExportCloudData

ImportCustomAppResults

1

3

2ExecuteCustomProgram


Fedcap PaaS Solution• Requiredtoretain7YearsofContract/ProjectFinancialData

• 500+Contracts;50%Longerthan5+Years

• Wentthroughalengthyandarduousconversionexercise in2013EBSconversion;MajordrawbacktogoingCloud

• Decided tobuildCustomAppusingPaaS for:– LegacyAPInvoices,Attachments,andPayments– LegacyARInvoicesandReceipts– ProjectITDRevenueandBillings– CustomReports

• AppDesignWasLikePeelingBacktheOnion

• Lightbulb Moment…WhynotjustbringoverourEBSDatabase?...Export-Import...Voila!

• ReusemanyofthecustomquerieswehadwrittenpreviouslyinEBS

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CloudProject– Status• CurrentlyinCRPPhase• Approximately4- 6weeksbehindschedule• Transitionchallenges:– Projectsno-longerusesAutoAccounting &WFAG;NeededtorebuildPLSQLRules&LogicinSLA,whichturnedout tobetimeconsuming.

– CRP1CoincidedwiththereleaseofR11;Wedecided tobepro-activewithupgrade,andencounteredseveralbugs;Also,thechangeinLook&Feel,Navigation,andFunctionalityrequiredadditional testinganddocumentation.

– ConversionApproachwastouseFBDIorADFDi Templates;WorkedwellexceptnoneexistsforContracts;Aftermuchnegotiation withOracleDevelopment, theyallowedustouseaCSVfileupload thatisstillintestingandnotyetrolledouttogeneralpublic;Takingmanylumpswiththisoneasthereisnodocumentation andwe’relearningaswego;Toomanycontractsandcomponents todomanually.

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CloudProject– KeyBenefits

• ImprovedSolutionDesign:–ModificationswiththeCOAStructurewillprovidesignificantimprovements toReporting;Especiallyusing theEssbase calculationenginewiththeabilitytosliceanddicedatausingSmartView

• TheBig3:– APInvoiceImagingFunctionalitywithAttachments– ReportDevelopment,Distribution, &SecuritywithFinancialReportingStudio&OTBI– ExpensesManagementwithMobileCapabilitytoLocations&Images/Attachments

• CostEffective:– TheAnytime-AnywhereAspectofMoving toCloud,AlongwiththeEnhancedFunctionalityandBenefits,ClearlyOutweighed theCostofInvestinginaCustomReportingSolution;Nottomention theReductioninHostingFeesforEBS

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MarshaL.Edgell,PMP(703)[email protected]

Thankyou!

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Documents

Fedcap’sJourney Flying in the Clouds from EBS - OAUGdc.communities.oaug.org/multisites/dc/media/Case-Study_Fedcap... · Fedcap’sJourney Flying in the Clouds from EBS ... – Implemented