From Tequila, to Caipirinha and Tango - · PDF fileFrom Tequila, to Caipirinha and Tango ... Technical Editor “Oracle Fusion Applications Development and Extensibility Handbook”

A presentation by Gustavo Gonzalez OTN Yathra Tour 2015

From Tequila, to Caipirinha and Tango

Overcoming Oracle’s E-Business Suite Challenges for Latam

MYTHBUSTING ORACLE E-BUSINESS FOR LATAM

© IT Convergence 2015 • All rights reserved

Presenter

Co-Author of “Oracle E-Business Suite Financial Handbook Third Edition” McGraw-Hill / Oracle Press

Gustavo González IT Convergence, Chief Technology Officer



More about Gustavo à Oracle ACE Director Specialty Applications à More than 15 years Oracle Applications Experience à Head of IT at IT Convergence since 2006 à Co-Author “Oracle E-Business Suite Financials

Handbook 3rd Edition” à Technical Editor “Oracle Fusion Applications Development and

Extensibility Handbook” à Member of the Oracle EBS Customer Advisory Board à Member of the Oracle Usability Advisory Board à Project Manager of the R12 Upgrade at IT Convergence à Project Manager of R12.2 Beta Program & Early Adopter à Project Manager of Fusion Apps Implementation at ITC

@ggonza4itc



Global Reach, Local Expertise

à  San Francisco - Bay Area

à  Chicago

à  New York

à  Dallas

à  Incline Village

à  Mexico DF

à  San José

à  Rio de Janeiro

à  São Paulo

à  Buenos Aires

BRAZIL

ARGENTINA

COSTA RICA

MEXICO

UNITED STATES

à  Shanghai

à  Hyderabad

INDIA

CHINA



I’m from Argentina



And we host our systems running Oracle VM

Used the E-Business

Suite since 2004

Upgraded to R12

in January 2009

Implemented OBIEE

in January 2010

Oracle Fusion Applications

in 2012

R12.2 Beta Program

in January 2012

Taking Our Own Medicine



Why IT Convergence by Gartner Group

“As a U.S.- based company, IT Convergence has a strong presence in Latin America in general and Brazil in particular, which positions it well for the rollout of enterprise applications for U.S.-based companies that need local language, regulatory and tax support. Clients in the region include Facebook, GE, Pfizer, Reader's Digest and UPS”

“The opportunity for IT Convergence remains strong as US-based companies continue to expand into the Latin America region and as Brazilian companies seek a partner for the lifecycle of Oracle applications and technology services”

“Who Should Care: CIOs, CTOs and technology leaders seeking expertise in Oracle application and technology in Latin America should consider IT Convergence's professional IT services when expanding into the region. Strategic sourcing managers should list IT Convergence as an alternative vendor for its specialization. Enterprise application managers should consider the company for Oracle implementation and upgrade projects”

Alex Soejarto, Analyst / Research VP

“”

Oracle EBS R12 Features

Implementation Concerns for Latin America

Assessing Your Footprint Challenges

Planning Your Upgrade



Never take it for granted!





Main Reasons to Upgrade

Objectives, Policies and Company Requirements

Alignment with Oracle’s Fusion Roadmap and tools

Oracle’s Support Continuity for Applications

Process Enhancements, New Functionalities and R12

Technology



Main Reasons to Upgrade

Technical Support à  Extended Support available until December 2015

à  Extended Support applies to systems that fulfill the minimum stablished patches streamlined by Oracle

Fusion and Other Applications à  R12 runs with Fusion Middleware and most of its

technology components and new features are part of Oracle’s Fusion Applications

à  Better integration with other Solutions (Demantra, Siebel, Hyperion, etc.)

Your Company à  Organizational Changes, Process

Standardization, Reporting Schemes' Enhancements, Corporate Vision

à  New policies and/or strategies for Technologic Area Administration

Enhancements and Solution Value à  Additional tools to reduce customizations (user

folders, key data flexfields, workflows, XML Publisher (BI Publisher), OA Framework, Forms Personalization and Custom Library)

à  Open standards based technology and SOA Architecture that allows perfect integration with third party products



Oracle E-Business Suite Support Updated Support Policies for 11.5, 12.0, 12.1& 12.2

2010 2011 2015 2016 2017 2018 2019 2020 2022 2012 2013 2014 2021

12.0 Ene '12 Ene '15 Ene‘07

PREMIER EXTENDED SUSTAINING

12.1 May ‘09 Dec‘16

PREMIER EXTENDED Dec’19

Premier Support extended until Dic’16

12.2

11.5.10 Nov '10

EXTENDED SUSTAINING Nov '14 Dec ’15 EXCEPTION

PREMIER Sep‘18 Sep‘13

EXTENDED Sep’21

Exception to Sustaining Support

R12.2.4’s General Availability

Ago‘14



Implications for EBS 11i users à  You may need to freeze your desktop and server configurations while you upgrade to EBS

12.1 or 12.2. à  New versions of desktop components may not work with EBS 11i. These include new

releases of: à  Windows à  Mac OS X à  Internet Explorer (IE) à  Firefox à  Safari à  Office à  Desktop-based Java Runtime Environment (JRE)

à  New versions of server-based components may not work with EBS 11i. à  These include new releases of:

à  Server-based operating systems (Linux, AIX, HP-UX, Solaris, etc.) à  Oracle Database à  Java JDK à  Fusion Middleware components (Oracle HTTP Server, JServ, Forms, etc.)



Impact of Oracle Support on your LATAM Operations

à E-Business Suite Financials Legislative Updates Center (Doc ID 871204.1)

à Mexico: Electronic Accounting, 2014 (Only for R12) à Brazil: Electronic Invoice layout 3.10, August 2014 (Only for R12) à Recommended Browsers for E-Business Suite 11i (Doc ID 285218.1)



Simplicity

Apps are easy to work with, fast actions

Mobility

UX optimized across devices, flexibility of how we work today

Extensibility

Toolkit that allows you to customize and extend UX

Oracle’s UX Objectives

Resource: Simplified and Touch-Friendly User Interface in Oracle E-Business Suite Ganapathi Subramanian Senior Manager, ATG Development September, 2014



Enjoy the Improved Overall Look and Feel à Modern and Productive UI



E-Business Suite Smartphone Apps

à Line of Business Apps à Sales Orders à Inventory à Product Information à Procurement à Project Manager à Discrete Production Supervisor à Process Production Supervisor à Project Manufacturing à Maintenance à Field Service

à Horizontal Apps à Approvals à Expenses à Timecards à iProcurement

Resource: Oracle E-Business Suite: Mobile Strategy & Update Jeanne Lowell Vice President, EBS Product Strategy Applications Development Oracle Sept 2014



Approvals



Approvals



Mobile Inventory



Fusion Expenses



Implementation Steps

Resource: Oracle E-Business Suite: Mobile Strategy & Update Jeanne Lowell Vice President, EBS Product Strategy Applications Development Oracle Sept 2014







Project Goals

Simplify operations with streamlined

processes

Reduce customizations focusing on market differentiator core areas

Standardize using R12 mega processes - one single source of truth for reporting and analytics

Global integration to promote organization alignment and enterprise efficiency

Increase Productivity with an improved

mobile user experience

Oracle EBS

Standardize

Globalize

Reduce Customizations Productivity

Simplify



Cultural and Language Challenges

à Latin America is comprised by 21 independent countries à Spanish is the main language in most of them à Other languages: Portuguese and French à Reporting is done in the local language à End users operate in the local language à Communication between global and local teams



Compliance with Local Requirements

à Different Fiscal and Tax regulations for each country à Frequent legal framework changes à Development requirements vary depending on:

à Local operations à Company requirements à IT policies à Global strategies à Oracle’s Functional coverage

à Software solution ensures compliance with local legislation







The Oracle E-Business Suite R12 Footprint Core Applications

Accoun&ng Engine Bank Model Ledgers Legal En&&es Payments Engine Tax Engine

Globalization Capabilities

Global Technology Platform - Common Information Model

Data Formats Languages Repor&ng SOA BI

Product Localiza&ons Add-‐on Localiza&ons Partner Localiza&ons

Application Localizations

Customer Relationship Management

Service Management

Financial Management

Human Capital

Management

Project Portfolio

Management Advanced

Procurement Supply Chain Management

Value Chain Planning

Value Chain Execution



Localizations

Low Medium High

Low M

edium High

Brazil

Colombia

Argentina

Peru Chile

Venezuela

Mexico

Ecuador Panama Costa Rica Bolivia

Localization Complexity

Cus

tom

izat

ion

Com

plex

ity

Countries with Oracle Localizations Countries without Oracle Localizations

Uruguay



Extensions

à Potential 3rd party solution acquisition and updates on existing external systems, interfaces and customizations

à Consulting partner with up-to-date knowledge of existing and future local regulations

à Mexico DIOT File report, Fiscal information for fixed assets, Electronic Invoice, etc.



Regional preferences

à Profile options control regional preferences (local) à Administrators can set profiles at various levels

à Site (Client IANA encoding, Server time zone) à Application à Responsibility à User (Language, Territory, Time zone, Native client encoding, Date format, Numeric

characters, Linguistic sort- new in 12.2)

à Users can override default settings using preferred values à User Preference Page



Other features

à Calendars à Multilingual reporting







Traditional Approach to an Upgrade Project

Lifecycle Objectives Milestone

Architecture Lifecycle Milestone

Initial Operational Capacity Milestone

Production System Milestone Project Closure Milestone

Start Elaboration Build Transition Production

Get General Requirements

Map Requirements

Impact Analysis

Team Training

Get Detailed Requirements

Prepare Environments

Define Base Architecture

Gap Analysis

Validate Update Process

Migrate Developments

Prepare Environments

Finalize Tests

Validate Update Process

Prepare Training and Documentation

System Tests

Integration Tests

Performance Tests

Finalize Documentation

End User Training

User Acceptance Test Support

Migration to Production

New Version Go Live

Production System Management

Production System Assesment

Future Planning



Pain Points

à Requirements in the Proposal aren’t completely aligned with the company’s strategies, policies and goals à Limited scope that may need to be expanded in the future (longer, higher cost, changes

in the dates of commitments) à New hierarchy structures need to be defined or require significant and unexpected

changes in configuration à Delay in decision-making regarding the version change strategy



Pain Points

à Documentation doesn’t exist or is limited à Great effort required for current developments’ analysis and migration à Effort for the project is not clearly determined, which might affect the budget à Major key users availability is required for reliable knowledge transfer à Lack of visibility of work standards à No certainty in operative procedures or methodologies



Pain Points

à Lack of assessment of current infrastructure and required resources à Reactive identification of the hardware and software needs with potential deviation costs à Unplanned training activities for the technology area (solutions and tools)



Pain Points

à No clear inventory of current developments and integrations à Uncertainty regarding migration efforts (resources, time) of developments à Impossibility to anticipate an eventual replacement for standard functionality à Lack of clarity in development process (documents, tests, approvals, quality control) à Late identification of development tasks in external systems integrated with Oracle



Change Your Project Approach

Update Project (Traditional Approach)

Assessment Update Project



Upgrade Assessment Approach

Assessment Launch Milestone Current Model Milestone Projected Upgrade Model Milestone

Upgrade Plan Presentation Milestone

Start Current Model Evaluation Future Model Projection Conclusion and Closure

Assess Company’s Policies and Goals

Confirm ObjecLves, Scope and Deliverables

Plan Assessment

Establish Roles, Responsibilities and Organization

Agreements in Standards, Procedures and Documentation Source

Define Work Environments

Assess Lessons Learned

Assess Organization’s Hierarchy and Accounting Structure

Assess Current Process Model and Configuration

IdenLfy and Confirm Business Requirements

Version 12 Functionality Gaps

Assess Data, Developments, Integrations and Technology

Assess Test Procedures

Assess Training Tools

Map Business Processes with New Version’s Applications

Assess External System ConLnuity

Assess Development, Tests and Training Strategy

Assess Projected Infrastructure

Assess Migration to Oracle New Version Alternatives

Assess Dependencies and Classify PotenLal Components

Data Consolidation

Define New Version Update Strategy

Prepare Schedule and Action Plan

Define HR and Technology Requirements

Summarize PotenLal Risks

Summarize Work Hypothesis

Prepare Update Project Budget

Present Assessment’s Result and Finish Assessment



Result Evaluation

à Upgrade strategy definition à General plan for upgrade project à Resource requirement definition à Risk assessment à Project budget



Process Complexity Evaluation

Company Processes Data Developments and Integrations Infrastructure Hosting

High Impact Decisions

Significant scope changes

High data cleansing requirements

Lack of information regarding inventory and development complexity

Lack of software update, performance issues

Need for 3rd party or Hosting provider change

Medium Impact Decisions

Some scope modifications

Some necessary changes on current data

Some developments are properly documented

Intermediate update situation and control

Some current Hosting model necessary changes

Minimal Changes or Low impact decisions

Minor or zero scope changes

Minor data changes Quality records with up to date documentation

Updated hardware and software, good performance, latest patching level

Hosting model changes not required or Hosting not required



Tips & Suggestions

à Clearly define project objectives and scope à Establish facts and assumptions à Create communication plan à Detailed WBS, space milestones evenly à Monitor and control à Data cleansing, cut-over planning à Effective organizational change management à Current system, customization, processes, and pain points à Team’s capabilities and training needs



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Documents

From Tequila, to Caipirinha and Tango - · PDF fileFrom Tequila, to Caipirinha and Tango ... Technical Editor “Oracle Fusion Applications Development and Extensibility Handbook”