1. Session ID:
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10233
Migration to Oracle ERP Cloud:
A must-read winning recipe for all
This paper will bring Oracle ERP Cloud to life by
understanding the importance of:
• People and their roles
• Products and their capabilities
• Goals and roadmap
• Implementation and transition
Illustrated with a customer success story
25th April 2018
Jim Pang
Senior Solutions Architect
PricewaterhouseCoopers (PwC)
4. Jim Pang – Senior Solutions Architect, PwC
Jim is an established IT thought leader
and practitioner with over 25 years
experience. He has a proven track record in
successfully delivering large Oracle and Banking
projects. Jim has architected and implemented
solutions in:
• Oracle 11i/R12 eBusiness Suite
• Oracle ERP Cloud
• Government sector financial systems
• Banking platforms
Jim has presented at OAUG on numerous
occasions.
Qualifications
• Bachelor of Computer
Engineering
• Master of Business
Administration
Certifications
• TOGAF Enterprise Architect
• Oracle Financials GL Cloud
implementer
• Oracle Procurement Cloud
implementer
• Oracle Unified Method for Cloud
Applications
• AGILE project manager
• ITIL practice
6. By End of This Session, You Will Be Able To
• Understand the motivation for migrating to Oracle ERP Cloud
• Know the bundled technology and capabilities
• Learn to harvest the system functions
• Start a conversation about migration to Oracle ERP Cloud
• Define an application transition roadmap
• Derive an effective implementation plan
• Bring the applications to life for what matters most to the business
7. Recipe for Success At a Glance
Ingredient Recipe
Strategy • Define project goals and objectives
• Align to company vision and values
People • Assign roles and responsibilities
• Commit to deliver
System • Utilize out of the box capabilities
• Embrace industry best practice
Design • Fit for purpose and future
• Maximise return on investment
Delivery • Rapid implementation cycles
• Focus on core functions first
Transform • Embrace industry best practice
• Re-engineer operational processes
Partners • Fit technology to values
• Provide skills and experience
People Design
PartnersDelivery
System
Transform
Strategy
9. The Strategy and Values in Migrating to ERP Cloud
• Predictive
• Data driven
• Highly accessible
Business Insight and Analytics
Digital enterprise connecting
• External trading partners
• Internal employees
• Disparate
organizations
Enable Growth
• Fit for purpose and future
• Predictive value and ROI
• Office Automation
• Eliminate non value-
add tasks
Improve Operational Efficiency
11. Who Cares What?
CEO
• Grow their business with a modern
integrated single ERP platform
• Connect digitally with customers, partners
and workforce
• Easy access to business insight and
predictive analytics anywhere anytime
CFO
• Manage financial and enterprise
performance
• Comply with regulations and policies
• Serving as trusted business advisers
CIO
• Provide a robust, supportable and agile
environment for growth
• Implement and sustain a modern
application platform with rich features and
low cost of ownership
• Easy access to IT services and partners
for change and expansion
Corporate Project Sponsor
• Sponsor high return on investment project
• Achieve progressive results in rapid
implementation cycles
• Meet current needs and be extendable for
future
12. Who Else Cares What?
Implementation Partners
• Increased confidence in delivering a robust
and scalable platform
• Establish prototypes in days
• Demonstrate on “what you will deliver”
Developers
• Leverage out of the box ERP cloud
integration and extension solutions
• Migrate data using standard templates
• Integrate cloud to external applications using
standard APIs, file, web services or
integration adapters
Application Users
• See it in live for “what you will get”
• Access to wide range of automated tasks,
data templates and real-time reports
• Embrace industry best practice provided
by the applications
Transformation Leads
• Re-image and re-engineer enterprise
processes to improve efficiency and agility
• Transform on the go
• Leverage other cloud success stories and
lesson learnt
14. The Myths – True or False
• There is no more Oracle Form (java plug-in)
• The same Excel templates are available
• I will not have direct data access using SQL
• The new web forms are similar to R12 EBS web forms
• I can’t develop new custom reports’
• I can’t extend or integrate the applications anymore
• There is a lack of ERP Cloud documentation
16. Unpacking Oracle ERP Cloud
• New user interfaces, tasks and workflow design
• New BI Publisher, Transactional BI, Financial Reports, Smart View reports
• Excel templates for configurations, data load and transactions
• Integration solutions for data APIs, SOAP Web Services and File-Based Data Import
• Comprehensive documentation
Project Portfolio
ManagementHuman Capital
Management
Supply Chain
Management
Projects
ERP Cloud
Other Cloud
Financials include:
GL, AP, Expense, AR, FA, Cash,
Tax, SLA, AGIS
17. What’s In The Box (1 of 5)?
New User Interface
What’s New Benefits
New web based intuitive screen
design
Reduce training efforts
Java plug-in is not required Reduce desktop and
infrastructure support
Task driven workbench and
infolets
Improve productivity
Personalization capability Improve agility
New Mobile Apps
What’s New Benefits
New mobile apps for
transactions
Improve employee mobility and
productivity
New mobile apps for
analytics
Executives and managers can access
business insight anywhere anytime
New mobile apps for
partners
Digitally connected to external parties
19. What’s In The Box (2 of 5)?
New Dashboard
What’s New Benefits
New transactional
dashboard
Provide key metrics
Accessible by line managers
and department users
Encourage direct
accountability
Graphical presentation Intuitive to use
New Reporting Tools
What’s New Benefits
Transactional BI Ad-hoc reports capability
Financial Report Selectable point of views with drill-down
capability
Excel Smart View Slice and dice data for business analytics
Formatted Report Formatted report with graphical
presentation
20. What’s In The Box (3 of 5)?
New and Additional Data Templates
What’s New Benefits
Comprehensive Excel ADI
templates
Improve data entry productivity
and self-help capability
Comprehensive File-based
data import templates
Improve and automate data
entry tasks, reduce IT built
costs
New Integration Solutions
What’s New Benefits
New Data APIs Enable real-time data integration
especially for client apps
New SOAP web
services
Enable system integration with external
applications
21. What’s In The Box (4 of 5)?
New Configuration Templates
What’s New Benefits
Configuration templates Time saver configuration tools
Export and import of
setup data
Improve environment control
and reduce replicated tasks
Documentation and Templates
What’s New Benefits
Comprehensive
documentation
A centralised documentation repository
improves accessibility to essential
documents
Downloadable
templates
Instant download for templates from
web site or within applications
22. What’s In The Box (5 of 5)?
Configurable BPM Workflow
What’s New Benefits
BPM Workflow (AMX) • Seeded workflow can be re-
configured to suit company
needs
• Flexible rules to allow
complex authorisation
policies or business
simplification
24. The Myths – True or False
• There is no more Responsibility
• There is no more Operating Unit
• Consolidation and Elimination doesn’t exist in GL
• Allocation has been enhanced in GL
• FSG reports are still available
• There are real-time GL analytic reports (slice and dice)
• Payable invoice imaging solution will be available in 2019
• Only basic HCM functions will be available in the cloud
• Revenue recognition accounting can now be done in SLA
25. Standout Functionality: New or Enhanced
Financials (selected examples)
Ingredient Recipe
Real-time Essbase cubes for ledgers
• Provide real-time financial reports and metrics
• Reduce month-end cycle time
Multiple chart of account hierarchies
• Enable multiple reporting structures for management, fiduciary,
consolidation and metrics
• Reduce the needs for secondary ledgers
Secondary or reporting currency
ledgers
• Eliminate local accounting software
• Comply with consolidation policy
Intercompany transactions processing
• Centralised intercompany rules common for sub-ledgers and GL
• Flexible configuration options to generate intercompany entries with
financial integrity
Revenue management cloud solution
• Comply with ASC 606 and IFRS 15 revenue recognition policies
• Configurable rules to eliminate the needs for off-system revenue
calculation and posting
• Standalone or integrated ERP cloud solution to suit customer current
needs
1 of 4
26. Standout Functionality: New or Enhanced
Financials (selected examples)
Ingredient Recipe
Subledger Accounting (SLA)
• Reduce or eliminate off-system manual journals
• Store detailed transaction entries while keeping the ledgers thin
Allocations in EPM Calc Manager
• Allow what-if predictive allocation and results
• Capable of constructing complex allocation formula to reduce or eliminate
the needs for off-system calculation
Tax Engine
• Comes with seeded tax configuration i.e. tax regime and tax status for 28
countries – minimizing tax configuration
• External integration for tax content and tax calculation services to leverage
3rd party tax expertise
• Perform tax calculation for ERP Cloud modules as well as external
transactions which allow centralised tax functions
Supplier Invoice Imaging Solution
• Automate high volume payable tasks
• Improve data accuracy
• Provide document archives
2 of 4
27. Standout Functionality: New or Enhanced
Human Capital Management (selected example)
Ingredient Recipe
End to end solution from ‘Hire to
Retire’
• A single integrated solution include core HR, recruitment, goal,
performance and talent management, and payroll
• Core HR is part of the foundation for ERP Cloud
• Embrace industry best practice and self-service model
Procurement (selected examples)
Ingredient Recipe
Supplier portal
• Digitally connected to supplier for self-service administration, agreement,
orders, invoice and payment.
• Reduce or eliminate off-system communication and interaction
Shared services for requisition,
procurement and payables invoicing
• Each business unit can be defined for any of the requisition, procurement
and payables invoicing functions
• Embrace industry best practice for centralised procurement functions and
tailor for individual business needs
3 of 4
28. Standout Functionality: New or Enhanced
Supply Chain (selected example)
Ingredient Recipe
Supply Orchestration
• Automated internal and external requisition
• Integrated solution from supply to ship
• Generate the required cost accounting and intercompany transactions
• Facilitate revenue and COGS matching which comply with accounting policy
Application Foundations (selected examples)
Ingredient Recipe
Role-based access control and security
• User roles are granted when on-boarding new employees or transfer
• Roles control data security, functions access privilege and workflow routing
• Pre-configured roles embrace industry best practice
Configurable BPM workflows
• Seeded workflows include extendable routing logic that can be configured
to meet company requirements
• Enable company to transform and simplify their authorisation policies
4 of 4
36. The Myths – True or False
• It is very quick to implement ERP Cloud
• User is not required to write business requirement documents
• I can no longer develop customisation
• It is very difficult to integrate third party or custom applications
• Upgrade to newer version is free
37. Oracle ERP Cloud Services – What’s The Deal?
Like
• Software as a Service for an instant start
• Subscription based pricing to allow ramping-up
• Rapid implementation for core functions
• Flexible configurability and personalization
• Embraced Industry best practice
• Global capabilities
• Scalable horizontally (capacity)
• Scalable vertically (functions)
• Production and non-production environments provided
• System disaster and recovery provided
• Software upgrades by Oracle
• Secured platform
Zero
• Hardware costs
• Database and Middleware costs
• Platform maintenance and support costs
• Software upgrade costs
• Customization
More
• Extensive integration capabilities to external
applications
• Highly accessible data, reports and analytics
• Digital capabilities
• Accredited implementation partners
38. Rapid implementation: A Typical Plan
1-Design and scope (4 weeks)
• Establish conference room pilot
• Conduct functional design workshop
• Perform ‘gap’ analysis
• Define scope, data migration, integrations
and extensions for ‘must have’ functions
• Define project plan
2- Configure applications (6 weeks)
• Configure applications
• Migrate data
• Develop integrations
• Develop extensions and reports
• Validate with users
3-Validate solutions (4 weeks)
• Refine and validate solutions
• Load and reconcile data
• Prepare and conduct training
4-Transition to production (2 weeks)
• Migrate configurations
• Migrate integrations and extensions
• Load and reconcile data
• Conduct production verification
• Transition to production support
• Begin production use
• Conduct implementation checkpoint
5-Future implementations
• Implement new modules that align with company roadmap
• Implement ‘should have’ functions with high ROI
• Measure KPIs on return
39. Implementation and Delivery Approach
Ingredient Recipe
Implementation
• Rapid implementation cycles
• Take the business along from day 1
System roadmap
• Define the end state of the company system landscape
• Define transition roadmap
Configure,
Integrate and
migrate
• Configure for present, extendable for future
• Integrate for high volume data, use data template for the rest
• Migrate versus run down open transactions
• Cleanse master data
Cutover
• Plan for a 2-week cut-over window
• Conduct training, prepare production, rehearse and replay
Measure
• Process efficiency
• Look for new opportunities and new uptake
40. A typical transition roadmap
Module Stage Duration
(months)
Rationale
General Ledger and shared
HCM
1.1 2-3 Foundation and core modules
Core HCM, Time and Labor 1.2 3 Pre-requisite for workflow, roles and other modules
Procurement, iExpense,
Payables, Assets, Tax and
Payment, Cash
Management
1.3 4 Complete integrated ‘Procurement to Pay’ solution for
spend control
Billing , Receivables,
Payment and Tax
1.4 4 Complete integrated Financial solution
Extended HCM (Recruit,
Talent, Performance, Goal)
2.1 3 Complete Integrated ‘Hire to Retire’ solution
Projects 2.2 4 Complete integrated CRM solution
Supply Chain Management 3.0 6-12 Complete integrated order to ship solution
Manufacturing 4.0 12-24 Complete manufacturing solution
41. Various Integration Patterns to External Apps
Pattern Rationale and Solution
Hybrid Applications • Protect current IT assets
• Allow time to transition to
end state
Integrate to Oracle
EBS or third party
applications
• Utilise Oracle ICS pre-built
application adapters for
lowering costs of
implementation
Integrate to other
external applications
• Leverage Oracle ERP Cloud
integration capabilities
Purpose-built
custom application
• Leverage Oracle PaaS and
ERP Cloud integration
capabilities
SaaS
PaaS
Oracle ICS
External
Applications
Users
Client Device
Custom
Applications
Web Services
REST APIs
File-Based Data Import
Excel-Based Data
Templates
Application Adapters
Oracle PaaS
43. A Success Story at Custom Fleet
A Premier Fleet Management Company
Business Case
• To replace multiple legacy financial, planning
and HR applications
• To uptake opportunities to improve process
efficiency
• To provide better business insight into
financial performance
Solution Principles
• One single forward-looking integrated solution
• Real-time business insight and analytics
• Reduce cycle-time
• Utilise employee self-service capabilities
• Implement ‘must have’ first, then ‘should have’
Solution Selected
• Financials, Procurement, HCM, EPM Cloud
Project Outcome
• Completed phase one in 5 months, and entire
scope in 13 months
• Reduced financial month-end cycle time by 50%
• Reduced planning cycle from 1 week to 1 day
• Greatly improved operational efficiency
• Real-time financial reports
• Produced ad-hoc reports easily
Lessons Learnt
• Agree on solutions scope early
• Define environment plan for iterative cycles
• Manage dependent service partners
• Risk-based testing approach
44. Session ID:
Remember to complete your evaluation for this session within the app!
10233
Your consulting “Partner”
jim.pang@pwc.com
jim.pang88@gmail.com
Q&A