©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
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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
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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
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Challenges• Business:– TremendousGrowth• Organic(Services)• Inorganic(Acquisitions)
• System:– Access– COAStructure– Reporting:• FinancialStatement• BusinessIntelligence• Adhoc (Financial/Transactional)
–Mobility6/21/16 11
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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
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• Real-time,actionablefinancialindicatorsmonitorandcontroldailyaccountingoperations
• Bettervisibilitywithcollaborativecloseprocess
• Interactwithaccountbalancesusingvisualizationfordeeper insight
• InvoiceImaging(Standard!)
Effectivelymanageaccountingoperations
FinancialManagement
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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
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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
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CloudProjectScope• ProjectManagementBusinessFlows– InitiationtoProjectPlan– ProjectSetupandPlanning– ProjectExpendituretoCostControl– CostCollection– ProjectContracttoRevenue– RecordingRevenue– AnalysistoProjectOptimization– Monitoring andAnalyzingProjectPerformance
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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
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2ExecuteCustomProgram
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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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