Oracle Presentation for NYFMS System Integrator Roundtable 2008

<Insert Picture Here>

Oracle Application Footprint Overview

Greg CaitoNew York State Account Manager - Public Sector

Oracle Product Footprint

Microsoft Excel Worksheet


Oracle Peoplesoft State Gold Overview

Bryan HoweRegional Director - Public Sector

Oracle’s PeopleSoft State Gold

• A PeopleSoft Preconfigured Instance

Applications preconfigured with common statewide business processes along with templates and tools to facilitate the implementation at the statewide level

• Configured with Best Practice Business Processes

Gold Modules

• General Ledger

• Commitment Control

• Accounts Payable

• eProcurement

• Purchasing

• Grants

• Projects for Grants

• Contracts

• Billing and AR for Grants

• Cash/Deal Management

PeopleSoft GOLD Financial Modules - Completed


PeopleSoft Application Architecture Overview

Marc CohenPublic SectorOracle Technologist

Agenda

• Applications Architecture• Interface Methodologies• Introduction Integration Tools

State of NY (Application Architecture)

Agency Systems Phase One State

ConsolidationHub

ConsolidationHub

ORACLE DATABASE

HyperionBudgeting & Planning


EPMIntelligence Warehouse


Performance Budgeting

Audit and Compliance

Reporting and Analysis

Normalized Transaction Data

PeopleSoft Agencies

Oracle E-Business Suite

Oracle Niche Agencies

PEOPLESOFTFinancials

Legacy Systems

CAS

DOT

DOC

ORCL

NICHE

TAX

Courts

DEQ

DOC

VSP

DMV

DSS

DOE

DMAS

SCC

FUSION

MIDDLEWARE

FUSION

MIDDLEWARE

ETLETL

IBIB

BPELBPEL

ESBESB

ODIODI


ORACLE DATABASE









PeopleSoft Agencies




Legacy Systems

CAS

DOT

DOC

ORCL

NICHE

TAX

Courts

DEQ

DOC

VSP

DMV

DSS

DOE

DMAS

SCC


ORACLE

DATABASE

ORACLE

DATABASE

ApplicationLayer

Oracle FMS Enterprise Solution

FinancialsFinancials BudgetingBudgeting

PeopleSoft Hyperion

WarehouseWarehouse

PeopleSoft

InterfaceLayer DashboardsDashboardsPortalsPortals ReportingReporting

CASCAS

Oracle PeopleSoft Enterprise

Existing Solutions

PayrollPayroll AGENCIESAGENCIES SHADOWSHADOWORACLEORACLE

Applications Architecture Overview

Execution Layer Vendor/Person

Customer

MDMOracle EAI Solution (Fusion Middleware)

Messaging

IB ETL

ODIODI ESBESB

BPELBPEL

CASCAS


Existing Solutions

PayrollPayroll

Vendor/PersonCustomer

ApplicationLayer


FinancialsFinancials

AGENCIESAGENCIES

BudgetingBudgeting

Execution Layer

ODIODI ESBESB

BPELBPEL

IB

WarehouseWarehouse

SHADOWSHADOWORACLEORACLE

ESB – Enterprise Service Bus

ESB is used to virtualized Web Services from various

sources (i.e. .NET, Java) from the State Agency consumers.

Oracle BPEL PM

BPEL PM simplifies the orchestration of web services into a business process such as the

procure to pay that needs to expand across FMS and CAS

ODI - Oracle Data Integrator

ODI allows NY to integrate to a high volume, batch based integration scenario to any

State Agency system.

Application Interface Methodology

CASCAS


Existing Solutions

PayrollPayroll


ApplicationLayer



AGENCIESAGENCIES

BudgetingBudgeting

Execution Layer

ODIODI ESBESBBPELBPELMessaging

WarehouseWarehouse

SHADOWSHADOWORACLEORACLE

ETL- High Volume ETL- Delivered Maps/Metrics- Global Consolidations

Point to Point (Psoft)

- Asynch/Synchronous

- XML/SOAP Messaging

- Pre-Integrated (EIP’s)

Application Interface Methodology

CASCAS


Existing Solutions

PayrollPayroll


MDM

ApplicationLayer



AGENCIESAGENCIES

Oracle EAI Solution (Fusion Middleware)

BudgetingBudgeting

Execution Layer

PeopleSoft Hyperion

ODIODI ESBESBBPELBPELMessaging

IB

WarehouseWarehouse

PeopleSoft

InterfaceLayer DashboardsDashboardsPortalsPortals ReportingReporting

SHADOWSHADOW

ETL

ORACLEORACLE

ORACLE

DATABASE

ORACLE

DATABASE

Application Solution

Questions


Service Oriented Architecture Overview

Brian NaultOracle Application Technologist

Agenda

• SOA Reference Architecture • Real Time Orchestration – BPEL/ESB• Services Registry – UDDI • Monitoring Services – BAM • Bulk Data Integration – ODI • Securing Web Services – OWSM



ConsolidationHub

ConsolidationHub

ORACLE DATABASE









PeopleSoft Agencies




Legacy Systems

CAS

DOT

DOC

ORCL

NICHE

TAX

Courts

DEQ

DOC

VSP

DMV

DSS

DOE

DMAS

SCC

FUSION

MIDDLEWARE

FUSION

MIDDLEWARE

Oracle Fusion Middleware

The Oracle SOA Technologies

J2EE Application ServerMessaging

Metadata Repository

DATA SERVICES & CONNECTIVITY

AdaptersAdapters

PartnersEDI

B2BB2B

Tech/AppsETL, Metadata, MDM,Data Services

ODIODI

Multi Protocol

RoutingXSLT

Transform

Enterprise Service BusEnterprise Service Bus

NativeBPEL

Business Rules

Human Workflow

BPEL Process ManagerBPEL Process Manager

ROUTING & ORCHESTRATION

DiscoveryPolicies

Management

Security

Web Services Web Services ManagerManager

RegistryRegistry

GOVERNANCEEvents AnalyticsBusiness

MonitoringSystem

Monitoring

Enterprise Enterprise ManagerManager

BAMBAM BIBIMANAGEMENT

&MONITORING

App DevFramework

JDeveloperJDeveloper

Analyst Tools

BPA SuiteBPA Suite

SOA Lifecycle

Orchestrate

Integrate

Manage

Secure

Monitor

DevelopDevelopJdeveloper 10G

ADF 10G

IntegrateOracle ESB

Adapters

OrchestrateBPEL Process Manager

BPEL Console

MANAG

E

DEHYDRATE

J 2EE Application Server(WebLogic, Oracle AS, J Boss, WebSphere)

Core BPEL Engine

WSDL Binding Built-in Integration Services

J CA

Web Service

J MS

Email

XQuery XSLT UserTasks

BPEL

Eclipse, J Developer

BPEL Designer

ORACLE DB

BPEL Process Manager

BPELJ

MonitorBAM

Manage

Secure

Web Services Manager

Registry

SOA Reference Architecture


Oracle SOA Suite


Oracle Enterprise Service Bus (ESB)

• Virtualized Endpoints: From resources to services.

• Transform: Convert data to target formats.

• Route: Reliable transport over a variety of protocols.

• Standards Based: XSLT, SOAP, XPATH, JMS, JCA, …

• Hot Pluggable: Java, J2EE, .NET, database, application server, …

An ESB is a multi-protocol fabric to separate integration concerns

from applications and business logic

Oracle BPEL Process Manager

• Comprehensive BPEL implementation.

• Easy-to-Use Modeling tool

• Reliable and Scalable process engine.

• Flexible binding framework

• Rich management and monitoring

Enterprise-strength infrastructure for designing, deploying and managing BPEL business processes

BPEL Console

MA

NA

GE

J2EE Application Server

Core BPEL Engine

WSDL Binding Built-in Integration Services

File, FTP

Web services

Java, JMS

Database

JAVA XSLT Rich Workflow

BPEL

JDeveloper, Eclipse

BPEL Designer


Sensors

Dehydration Store

(Oracle Database)

Apps

Oracle Service Registry (UDDI)

Provides visibility into services, service providers and related resources across the enterprise

Oracle Application ServerServices, BPEL Processes, ESBs

Policy ManagerPolicies

SOA RepositoryXSDs, XSLTs, Etc.

Oracle Business Rules

Business Activity Monitoring

• Real-time KPIs• Thin Browser GUI• Role Based Access• Live Display Technology • Portal Compatible • Embedded actions and alerts • Highly Scalable three-tier

architecture • Feeds BPEL, JMS, DB, MSMQ

BAM Architect BAM Studio BAM Viewer

BPEL Console

Built-in Integration Services

JDeveloper, Eclipse

BPEL Designer


Oracle Data Integrator

E-L-T Architecture- High Performance data Integration- Re-use of existing IT resources and skills

Declarative Design- Focus on the process instead of the technical details- Improved developer productivity

Knowledge Modules - Encapsulate technical best practices for the most used

data sources- Built-in templates for reverse-engineering heterogonous

sources, optimized loading and integration, data quality enforcement and change data capture

Next Generation Architecture

“E-LT”“E-LT”LoadExtract

Transform Transform

Next Generation Architecture


Transform Transform


TransformTransform TransformTransform

ODI Declarative Design

11 22

Knowledge Modules

KMs

Knowledge Modules

KMs

Oracle Web Security Manager

BUILDPolicies

ENFORCEPolicies

Deployment as Gateway Process or as Embedded Agents

MONITORPolicies

PolicyManager

PolicyGateway

PolicyAgents Oracle Enterprise

Manager

Web Services

Providing a common framework for securing Web Services


Oracle SOA Suite

Questions


PeopleSoft Enterprise Performance ManagementOracle BI Enterprise Edition Suite Plus

Noel PelletierPublic SectorOracle Applications Business Intelligence Specialist

Proposed EPM Solution for FMS

Business Intelligence Foundation

OLTP & ODSSystems

Data WarehouseData Mart

Oracle, Siebel,PeopleSoft, SAP,

Custom

ExcelXML

BusinessProcessEssbase

Fusion Middleware

Web Office Desktop Mobile Embedded

PeopleSoft EPM

Performance Management Applications

Hyperion Planning

Operational BI Applications

PeopleSoft PMW

Oracle BI Enterprise Edition Suite Plus

Hyperion Planning

Expense Balance Sheet Revenue

CORE FINANCIAL PLANS

Workforce Planning

Asset Planning

SPECIALIZED MODULES

Projects

Planning

OPERATIONAL PLANS

Proposal Planning

IT Planning

Other

Planning

Essbase OLAP Server

Hyperion Planning Application

Other Sources PeopleSoft, Oracle, SAP, Other Transactional

Systems

Performance Management Applications

EPM Workspace

PeopleSoft Enterprise Performance Management

Provide Feedbackto Strategy

PurchasingSupplier HumanResourcesService Cost

Analysis311Budget

Formulation Finance

Set StrategicObjectives

Plan andBudget

CommunicatePlan

Measure andAnalyze Results Take Action

Interactive DashboardsRole-Based Scorecards

Fusion Middleware

Enterprise Performance Mgmt

Compliance

Cost ManagementPlanning and Forecasting

• Interactive Dashboards• Performance Mgmt Warehouse

• Subject Area Data marts

• EPM Portal Pack

• Fusion Intelligence for PSFT

• Planning and Forecasting• Workforce Planning

• Workforce Rewards

• Global Consolidations

• Role-Based Scorecards• PeopleSoft Scorecard

• Workforce Scorecard

• Customer Scorecard

• Government CFO Portal

• Supplier Rating System

• Project Portfolio Management

• Compliance• Internal Controls Enforcer

• Cost Management

• Activity-Based Mgmt

PeopleSoft Enterprise Performance Management

EPM FoundationEPM Foundation

Performance ManagementWarehouse


CPM ApplicationsCPM Applications

DashboardsDashboards ScorecardScorecard PortalPortal Web ServicesWeb Services

ProcessedInformation

Raw Data

PeopleSoftPeopleSoft

LegacySystemsLegacy

Systems

Non-PeopleSoftSystems


• Extensible Pre-Packaged Comprehensive Data Warehouse

• Pre-Integrated Analytic Applications

• Modular Design and Deployment Engine

• Proven Heterogeneous Data Support

• Embedded Business Expertise

Single Comprehensive, Proven, and Integrated suite of Analytical Applications




Analytic ApplicationsAnalytic Applications


ProcessedInformation

Raw Data


LegacySystemsLegacy

Systems



Performance Management WarehouseOptimize Business Processes and Resources

Provide Feedbackto Strategy

Set StrategicObjectives

Plan andBudget

CommunicateGoals & Metrics

Measure andAnalyze Results

Take CorrectiveAction

PeopleSoft Performance Management Warehouse

PurchasingAnd Spend

Supplier HumanResourcesService Cost

Analysis311/511Budget

Formulation Finance

Key Requirement Drivers for Proposed Solution

• NYFMS will provide a foundation to standardize processes and information, thus enabling management to make more informed decisions. The success of NYFMS in meeting this objective is tied to the ability for users to access and analyze this information through a data warehouse.

• Provide a detailed level of statewide information that does not exist today;• Enable cross-agency comparisons and “what if” scenarios;• Aggregate statewide information and expand the ability to perform ad hoc queries; and,

Improve the data and methods available to the State’s financial analysts.• It is expected that functionality available through the NYFMS data warehouse and

reporting environment will be enhanced over time, and will likely evolve through stages that incrementally provide:

• Reporting based on core NYFMS ERP data;• Data from key external State financial systems, such as the Central Accounting

System, and the Personnel Service and Payroll System operated by the Office of the State Comptroller;

• Performance based budget monitoring;• Access to agency program data;• Incorporation of historical data.

• Analysis and reporting is the ultimate goal of the warehouse; therefore, the software solution proposed must provide a robust, easy to use set of front end tools to accomplish that goal.

Performance Management WarehousePerformance Management Warehouse

6 Subject Areas

Campus Solutions

Warehouse

Campus Solutions

WarehouseSupply Chain Warehouse

Supply Chain Warehouse

HCM Warehouse

HCM Warehouse

Financials WarehouseFinancials Warehouse

• Advanced Cost Accounting

• Projects• GL & Profitability• Accounts Payable• Real Estate• Accounts Receivable

4 Subject Areas

• Compensation• Learning &

Development• Recruiting• Workforce Profile

6 Subject Areas• Fulfillment & Billing • Inventory• Manufacturing• Procurement• Spend• Supply Chain

Planning

Performance Management Warehouse

Citizen Warehouse

Citizen Warehouse

4 Subject Areas

• Service• Sales• Marketing• Citizen

• Pre-packaged Content:• Maps: 6000 of ETL maps• Models: 23 Pre-Built Data Marts• Metrics: 100s of pre-packaged best business practice metrics

• Buy & Extend Value Proposition• It is less expensive to buy a packaged data mart & extend it, than to purchase tools to

build and maintain a custom warehouse

Extensible Pre-Packaged Comprehensive Data Warehouse

Financials WarehouseFinancials Warehouse

• Recruiting and Admissions

• Student Records• Student Financials

3 Subject Areas

SAMPLE METRICSSAMPLE METRICS BENEFITSBENEFITS

• Provide a consistent and accurate view of financials to management

• Gain visibility into government financial performance such as revenue, expense, and budget amounts.

• Examine Spending Trends by agency, supplier, as well as item categories

• Measure Budget vs Actual Expenditures and Revenue to ensure proper Funding

• Closely manage cash position

• Analyze Project performance to keep projects on-time and on budget

• Expose Inefficiencies and problems in the procurement process and supply base

• Measure supplier performance to help negotiate better supplier contracts.

• Isolate maverick spending, excessive purchase price variance, and contract compliance issues

• Journal Amount• Three Month

Rolling Avg Amt• Beginning Per Amt• Ending Per Amt• Net Trans Amt• Report Actual Amt• Report Budget Amt• Variance Amount• Variance %• % of Actual to

Budget Variance• Balance Sheet Amt• Forecast Amount• Variance Forecast

Amount %• Requested Budget

Amt• Approved Budget

Amt

General Ledger

Accounts Payable

• Balance Amount• Adjustment

Amount• Discount Amount• Discount Lost• Paid Amount• Prepaid Amt• Late Charge Amt• Match Except.

Cnt• Pymnt Type Cnt• % Held Count

• Outstanding Amt• Total AR Aging

Bal• Aging %• Item Trans Amt• Due Days• Discount Amt• Adjustment Amt• Dispute Amt

Procurement and Spend

• Amount Open• Amount Received• % Rejected• Days from

Requisition• PO Cost• Cost Variance• Quantity Accepted• Voucher Amount• Expected Lead Time• Days from Voucher

to Last Payment• Invoice Age• Paid to Data

PeopleSoft Public Sector Warehouse Details

Accounts Receivable

Project Management

• Actual Cost of Work Performed

• Budget Cost of Work Performed

• Actual Hours• Budget Hours• Complete %• Cost Variance• Duration Days• Deliverable

Count• Resource Amount• Schedule

Variance

Features:• Packaged Maps, Models, Metrics • Conformed dimensions • Transaction data stored in most granular

fashion• Tracks full history of changes - Incremental• Prebuilt and extensible• Built for Faster Deployment

Single Enterprise Data Model

Benefits: • State-wide business analysis • Access summary metrics or drill to

lowest level of detail• Accurate historical representations




CPM ApplicationsCPM Applications



LegacySystemsLegacy

Systems



Packaged Maps, Models, and Metrics

• 6000 + pre-built ETL maps

• Optimized Star Schemas

• Granular Data• Slowly Changing

Dimensions • Surrogate key support• Conforming

Dimensions

• Pre-Built Integration to Oracle BI Reporting Platform

• Pre-Built dashboards and Subject Areas

• Pre-Integration to ERP

Models MetricsMaps

EPM 9.0 Architecture

Operational Warehouse

Staging(OWS)

Multi-DimensionalWarehouse

(MDW)

Analytic AppsAnalytic Apps

Multi-DimensionalMulti-Dimensional

AnalysisAnalysis

OperationalOperational

ReportingReporting

Operational Warehouse

Enriched (OWE)

ETL ETLLegacyERP

ETL

ETL

CAS

OSC

FMS

Oracle BI Enterprise Edition SuiteOne Platform, One Model, Multiple Delivery Channels

Ad-hoc Analysis

Interactive Dashboards

ProactiveDetectionand Alerts

MS Office& OutlookIntegration

Reporting & Publishing

Disconnected& MobileAnalytics

OLTP & ODSSystems


OraclePeopleSoft, Siebel,SAP, Custom Apps

FilesExcelXML

BusinessProcess

Multidimensional Calculation and Integration Engine

Integrated Security, User Management, Personalization

Intelligent Request Generation and Optimized Data Access Services

Essbase

Common Enterprise Information Model

Essbase Analytics

Data Integration

Production Reporting

• “Pixel-perfect” reporting and publishing• Report layout using Microsoft Word and Adobe Acrobat• Single solution for all document needs – invoices,

checks, financial statements, government forms, etc.

• Live, intuitive, personalized dashboards• Immersive experience with limitless dashboard to

dashboard navigation • Dynamic, event-driven guided analytics lead users from

insight to action

InteractiveDashboards

Ad Hoc Query

• Powerful ad-hoc analysis via 100% Web UI• Create & modify charts, pivots and dashboards • True business user self sufficiency via intuitive,

simplified business model

Financial Reporting

• Formatted financial statements• Built-in financial intelligence• XBRL support

Oracle BI Enterprise Edition Suite Designed for Pervasive Intelligence

MS Office Integration

• Excel, PowerPoint, Word, & Outlook• Dynamic updates across applications• Authoring and consumption

• Offline interactive reports, briefing books and dashboards

• Connect, synch and go• PDA’s, Phones, Laptops

Disconnected & Mobile Analytics

• Always on• Personalized functionality & insight• Collaboration via report sharing, discussion, chat

Desktop Gadgets

Detections & Alerts

• Automated problem / opportunity detection and alerts• Notification and content delivered to any device in

multiple formats (PDF reports, Briefing Books, etc.)• Multi-step analysis, analytic workflows, and business

process integration

Oracle BI Enterprise Edition Suite Designed for Pervasive Intelligence

EPM Warehouse Starter Kit for OBIEECertification with Oracle Business Intelligence EE

After

• Enterprise Information Model• Dashboard Templates• Security Bridge• Seamless Integration between PeopleSoft Apps & Portal

Functionality Overview

Logical Model:

•Logical model for All data marts

Dashboard Templates:

•Dashboard Template for Each Subject Area

Guided Navigation:

•Alerts & Exceptional highlighting

Integration:

•Synchronized Row-level Security

•Ability to integrate with PeopleSoft Portal

•Ability to integrate with PeopleSoft FSCM

Fusion Support:

•Leverage Fusion BI platform today

Business Intelligence Foundation

Oracle BI Enterprise Edition

Ad-hoc Analysis


ProactiveDetectionand Alerts

MS Office& OutlookIntegration

Reporting & Publishing

Disconnected& MobileAnalytics

OLTP & ODSSystems


OraclePeopleSoft, Siebel,SAP, Custom Apps

FilesExcelXML

BusinessProcess

Multidimensional Calculation and Integration Engine

Integrated Security, User Management, Personalization

Intelligent Request Generation and Optimized Data Access Services

Essbase


Essbase Analytics

Data Integration

Oracle BI Enterprise Edition SuiteOne Platform, One Model, Multiple Delivery Channels

Oracle BI ServerSimplified, Powerful, Scalable Intelligence Across Sources

Open SQL Interface

Oracle BI EE Presentation Services

Other 3rd Party Tools

• Oracle BI Server

Native RDBMS• Oracle• SQL Server• DB2• Teradata

ODBC

Multi-dimensional• XMLA• Oracle OLAP Option• MS Analysis Services• SAP BW

Other• XML,• Excel• Text

• Simplified Business View• Unified Metadata• Intelligent Caching• Advanced calculations• Aggregate navigation & creation• Federated query and integration • Optimized SQL / function shipping

• Simplified business model view

• Advanced calculation & integration engine

• Intelligent request generation and optimized, distributed data access

• Mission critical scalability and performance

• Foundation for all OBIEE presentation services

Common Enterprise Information ModelEnables Consistency, Security, Reuse, Flexibility

Role-based views of the information relevant to the user

Consistent definition of business measures, metrics, calculations

Model once, deploy everywhere

Across any data sources

• User roles, preferences• Simplified view• Logical SQL interface

• Dimensions• Hierarchies• Measures• Calculations• Aggregation Rules• Time Series

• Map Physical Data• Connections• Schema

Presentation Layer

Physical Layer

Semantic Object Layer

Subject Area AnalysisAd Hoc Analysis

Formatted Reports

Common Enterprise Information Model“Model once, deploy everywhere”

Information consistencyInformation availabilityEliminates data silosIncreased user adoptionGreater Leverage in IT

Oracle BI EE Server


Proactive Alerts


Disconnected Analytics

Microsoft Office

Physical LayerPresentation Layer Business Model and Mapping Layer

• Optimized SQL regardless of schema

• Can source data from multiple sources

• Data is not moved from parent table

• Physical complexity converted to logical subject areas

• Define drill paths and derived measures: level-based, time series, nested etc.

• Role-based, in-context, personalized presentation exposed to Oracle Answers

• Change names to align with business practices

Common Enterprise Information Model“Model once, deploy everywhere”

Powerful Insight Across Data SourcesSimplify analysis of distributed data

• Point and click access to information spanning multiple physical sources• Users interact with simplified model• Shielded from complex physical data

• Complete and timely information• Real-time and historical data

• Enables high value cross-departmental analysis

“Show me purchase orders through today for my highest volume suppliers. Assure sufficient need for purchase orders.”

DataWarehouse

ODS / Operational

Historical Procurement

(through yesterday)

Today’sProcurement

InventorySystem

CurrentInventory

Oracle BI ServerIntelligent Request Generation

Questions

Documents

Oracle Presentation for NYFMS System Integrator Roundtable 2008