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EBS Operational Reporting at Santos
Evaluation, Selection & Implementation
Tony Scholefield & Jeff Feim
Santos / EiS
16 August 2010
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Agenda
• Background
• Product overview
• Where we are now
• What’s new/what’s next
• Q&A
About Santos
• We are:
– Oil & Gas Exploration & Production
– An Australian company providing energy for Australia
and Asia
• Offices (using Oracle) in Adelaide, Brisbane, Perth, Jakarta,
Gladstone and Roma
• Field sites in Cooper Basin, Southern Queensland, offshore
WA, offshore Victoria and in Indonesia
– Approximately 2,000 employees, numerous contractors
About Santos
• We run:
– Oracle E-Business Suite Release 11i.10.2 (+)
– Financials – GL, PA, FA, AR, AP, CM, i-Expenses,
Treasury
– Supply – PO, IN, OM, i-Procurement, Sourcing,
Intelligence
– Human Resources – HR, Payroll, OTL, OLM, Self
Service, iRecruitment
Why a new reporting solution?
• R12 upgrade -> retire Oracle Discoverer
• End users were never happy with the End
User Layer (EUL)
• Users do not have time to specify reports
and cannot articulate what they want
The process
• Define the criteria
– Upgrade path to R12
– Implementation effort
– Price
• Evaluate the options / candidates
• Choose the vendor / solution
Selection strengths
• HR data is well represented, better than other options
e.g iRec
• Little configuration required versus Oracle BI Analytics
(which is more expensive and would take more time)
• It picks up DFFs, KFF’s, SITs, EITs, A/C Code Structure
• Discoverer converter. This looks like a good way to
produce a “quick and dirty” report but we have not tested
it yet. We want to minimise the number of custom views
EiS provided a toolset to resolve other issues
• Legacy Oracle Apps 10.7 system being used by the
business to query pre EBS 11i data (i.e. 8 years old). Will
replace this with a simple enquiry interface in EiS
• MySantosFinancials – projects data mart. EIS developed
Project WorkBench for project enquiry and drilldown
• Therefore, will retire these two legacy systems with
supported applications
Clinching the deal
• Santos installed product – supported remotely by EIS
• Site visit for training & requirements for our custom solutions; Chief
Architect & FinApps analyst visited Santos in December 2009
• 10.7 & Project WorkBench solutions presented
• Proof Of Concept
• Evaluation
• Decision to proceed
• Negotiations with LogicalTech
Overview of EIS eXpress
• Architecture - 100% Oracle• Extension of Oracle EBS
• Built to run on your current Oracle:
• hardware
• technology stack
• applications environment
• configuration and setups
• technical & functional resources/skillsets
• Architecture - 100% Oracle• Real-time Reporting with Datamarts for Performance
• Seamless integration with Oracle (Responsibility) security
• Complete and mature EBS reporting solution
• OA Framework – Fusion Middleware
• Run ALL your reports in one place – Including FSGs
• Hundreds of reports & Views ready to run
• Open Architecture
• Localizations for HR & Payroll
Overview of EIS eXpress
• Installation & Support
• Discovery of Sets of Books (ledgers), OU’s, Orgs
• Auto-detection of all DFF’s, KFF’s, EIT’s, SIT’s, A/C Code Structure
• Detection of pick-lists, LOVs, IDs etc
• Fully documented – self-documents custom reports
• Training modules integrated
• Fully supported & maintained software solution
Overview of EIS eXpress
Overview of EIS eXpress
• R11.x & R12.x
• HCM – HR, PAY, OTL, OAB, iRec, CWB and OLM
• Financials – GL, AP, AR, FA and CM
• Projects – Costing, Billing, OTL and Grants
• Manufacturing – Discrete, Process and ASCP
• Supply Chain – PO, Inv and OM
• Cross Modular – PO to AP to GL; Payroll to Costing to G/L
• Over 1,000 delivered reports – Localized for USA, UK,
Australia & Canada
Report
Requests
xxeis
schema
CSV
XML
Pivot
ExcelConcurrent
Manager
Requests
Data
Retrieval Spreadsheet
View
Reports
•View Format
•Schedule
•Automated
Distribution
•PL/SQL
Notification
•URL Secured
•Stored in CLOB
Columns for
Easy Access
Excel
EIS e-Business eXpress Reporting
Oracle
Applications
Database
•Delivered
•Modify & Save
•SQL Script
•Responsibility
Security
•External Views
•Scheduled
•Distribution
Options
RTF
Dashboard
HTML Summary
Output View Formats
Oracle
Applications
Server
EiS e-Business
Reporting Engine
OAF, JSP, XML
Users – Single Signon
$JAVA_TOP
PORTAL
XL-Connect
Oracle Applications Database
Datamarts
Client Side Database Server Side
Application Server 1
Application Server 2
Application Server 3
Single or Multiple
Application
Server/s
Database serverUsers
EIS Plugin
EIS PlugIn
EIS Plugin
EIS Plugin
EIS Purge
concurrent
program deletes
report outputs
older than
specified number of days
Report metadata
Report Outputs
XXEIS
Schema
Load
Balanceroptimal resource
utilization
Load balancer
(Optional)
EIS Java code and XML
files need to be moved to
each of the application servers – where
applicable
Reporting
Administrator/
DBA monitors,
Secures &
Administers
using the Admin
module
Application Server
Side
EIS e-Business eXpress Reporting
Where we are now
• Assigned a project manager
• Assigned a Business Analyst / Report Developer
• Scoped the project
Discoverer report statisticsModule No of non BISADMIN
owned reports run
No of BISADMIN
reports run
Total % to build est No estimate to build
AP 101 9 110 50% 55
AR 46 6 52 50% 26
FA 0 0 0 100% 0
GL 177 2 179 40% 72
HR 49 8 57 50% 29
iRecruitment 15 14 29 50% 15
OLM 15 10 25 50% 13
Payroll 3 0 3 100% 3
Projects 175 0 175 40% 70
mSF 140 1 141 40% 56
PO/Inv 103 8 111 50% 56
882 342
Build in R11 or R12?Module R12 material table/view changes to existing features R11 or R12
recommendation
AP Subledger accounting. New lines & distribution model; new payments
model, new bank account model, GST
R12
AR Subledger accounting, new bank account model, GST R12
FA Subledger accounting R12
GL Journals and drill down to sub-ledgers R12
HR Not much has changed R11
iRecruitment Not much has changed R11
OLM Not much has changed R11
Payroll Not much has changed R11
Projects Not much has changed R12 (resource timing)
Purchasing
/Inventory
Sub ledger accounting, Supplier (now part of TCA) R12
% fit seeded to custom views• We used HR as our “pilot”
• 7 reports have been developed – 6 required view changes
– Some were surprising
• No supervisor name (but did have supervisor id)
• Incorrectly determining person type
– Other
• Org/Function
• Ex-employee (iRec)
• Excluding employees without a primary address
• User Name (may be deemed custom)
– Custom
• Specific HR lookup – Termination
• iExpenses
EiS performance
• Timeliness of response to issues – excellent
• Tool
– quality – good but we need to upgrade to V7
– Versus Oracle Discoverer
• Much faster
• Typically Copy & Save to develop custom reports
• Authoring from scratch can be more onerous than Discoverer
• ALL modules & ALL Localizations = 1,000 Delivered Reports = Approx 750 Views
• Can Copy, modify & Save delivered Reports & Views
• 22 issues have been logged with EiS
Next Steps• Agree R11/R12 delivery
• Funding/Resource misalignment – looking to EiS
• Discuss support of “Santos” product with EiS
• Discovery
• Legacy 10.7 specifications
• Complete HR build
• Install V7 in newly refreshed LBSDEV
• Export/Import V6 custom developed reports
Shameless self promotion
• I am presenting again tomorrow at
12:00noon on
“Santos Change Management Utility,
our alternative to Application Change
Management Pack”
What’s New/What’s Next
• R12 – significant data changes with financial– Support native R12 installations & R11* migrations
• New Functionality– XL-Connect
– Report Publishing
– Connect to ANY external DB including non-Oracle
• Upward compatibility with Fusion
What’s New/What’s Next
• XL-Connect− Refresh/rerun reports from inside MS-Excel
− Nest multiple reports & refresh all at once
− Modify spreadsheet (eg, calculated columns) & refresh
• Report Publishing− Execute once – security reapplied for access based on Responsibility
− Very efficient for retail, departments, etc.
• Fusion Compatibility− Built on EBS Data Model
− Built on Fusion MiddleWare – eg OAF
Questions
