Implementation of Oracle BI Applications for

PeopleSoft

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 Confidentiality Statement
The content of this document is proprietary, confidential information
pertaining to Apps Associates’ products, services, solutions and methods.
Information herein is intended for use by the client or prospective client
only and must not be shared with any third party without consent from
Apps Associates.

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 Agenda
• OBIA/PSFT Overview
• OBI for Osmose
• The Osmose Implementation
• Apps Associates Company Profile

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OBIA/PSFT Overview

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 OBIA for JDE
Oracle BI Apps 7.9.6.4 provides ETL mappings for:
• PeopleSoft 8.9 and above
– Financials
– Procure and Spend
– HR
– Projects

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 How to Customize OBIA
Custom Extract (E) OBIA E, T, L

Most Modules
EBS Custom: Extract
Source Specific Transformation Load

FIN and SCOM Universal Staging

JDE PO

Warehouse Tables
AS400
Excel
Universal Adaptors
Predefined File Format
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 ‘Business Useful’ Balance Sheet

Out of the Box Format Customized Format

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 Customization: Metric Definition

Sources
Time Product Account
EBS Profitability= Revenue- mtl Cost
Customers
PSFT AR Fact Plant
Organization

Status Trans type

Custom Logic
Profitability=Revenue-mtl cost-marketing cost-training cost

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 Customization: Custom Columns

Sources
Time Product Account
EBS Customers
PSFT AR Fact Plant
Organization

Custom
Columns Status Trans type

added to
AR
invoice
tables Customized ETL to load the extra columns

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 Challenges with OBIA Implementation
• Users busy with routine work and no bandwidth for OBI
• OBI given very low priority
• High data volume
• Users with limited/little exposure to warehousing
• IT team with limited exposure to BI
• No existing reports to validate BI against
• No enterprise reporting standard
• Decision makers not involved with the BI Projects

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 OBI Implementation Planning
• Steering committee
• User schedules
— Extra help for project team members
• Production downtime for cutoff
• Business process changes
— Period closing
• New functionalities
— Hierarchies

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 OBI Implementation Planning
• Standardizing enterprise reporting
• AWS or other hosting services
• Security
• What should be delivered
• Project Approach

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OBI for Osmose

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 Client Company Profile

• Provides products/services in Wood Preservation and Utility &

Railroad Services Asset Management
• Owns subsidiaries in over 20 countries
• Has IT information stored on over 7 separate network systems

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 Business Drivers for OBI
• Data stored on separate network systems/platforms
• No easy access to information
• No visibility to supporting details of the reports
• Key resources investing a lot of time preparing financial reports
• Manual process to consolidate reports from different entities
• Monthly period closing taking a long time
• Each department with its own reporting format (20 + 6 PnL formats)
• LOB not part of GL Code String, Reporting by company, by depart, by LOB
• Different chart of accounts used
• Definitions of Income Statements changing over time
• Difficulties to maintain reports when business requirements change

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 The Source Systems
• PeopleSoft/SQL Server (US and CAN)
— Used by US HQ and Canada
— Stores GL, AP, AR, HR, SC
— Used Wall Street Journal for currency services
• IFS/Oracle (UK and 11 other countries)
— Used by UK and 11 other countries
— Stores GL, AP, AR
— Used Financial World for currency services
• AS400 (Mainframe) (US entity)
— Used by one of the companies in the US
— US operations only
• Others (AUS/NZ/Chile/Brazil )
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 Reporting Without BI
IFS
Europe1
PeopleSoft
Chile Brazil Europe
Asia
US1/CA Excel Excel Africa Europe 2
Excel
AS/400 Excel
Enterprise Reporting Falcon
US2
Hard copy
Excel Excel
US3 Excel
AUS NZ

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The Implementation

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 Reporting With BI

Direct Connection

Direct Connection
Warehouse
PeopleSoft
AUS history IFS Europe1
NZ history
US1/CA PSFT live data
IFS Live data Europe 2
Europe
AS/400 AS/400 interfaced Asia
US2 Interface Rest Excel Africa
AUS
Excel Excel
Excel NZ
US3
Chile Brazil

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 What is Achieved
Unified Reporting Platform Easy Access to Information/Supporting
Details
• Data from all sources stored in a • Easy access to intelligence information
central location of the entire company
• No data left on spreadsheets • Easy access to supporting details with
• Unified reporting platform drilldowns:
— History and current — from PnL to account details
— Relational and file based — From account to journals
— Permanent and temporary — From journals to AR/AP
• Input to BI controlled by IT • Review reports on iPhone/iPad while
• Reporting logic transparent watching football games
• Issue resolution easier

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 What is Achieved
Period Process Changes A Design for Change
• Created a separate Business Unit to • New departments added over time
capture all intercompany entries because of acquisitions
• Adopted a currency conversion service • New account group definitions added
for all the entities worldwide • Income statement layout changes over
• Made period closing process more time
interactive and efficient • Different reporting structures
• Automated various high-level —Balance sheet is company based
Management Reports, Consolidated —Income statement is
Balance Sheet and Consolidated company/department based
Income Statement —Reporting by LOB also needed
• Standardized reporting formats

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Apps Associates Profile

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 Performance. Growth. Excellence.
• Global provider of business & technology consulting services
• Founded in 2002 – Consistent Growth
– 600 employees
– US, Europe, India, Oman
– 75 resources dedicated to BI
• Recognized as one of the fastest growing private US companies by Inc
500/5000 (four consecutive years)

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 Performance. Growth. Excellence.
• Strategic Partnerships & Certifications
– Oracle Platinum Partner & BI Pillar Partner
– Oracle Specializations (BI, BI Foundation, EBS, SOA & Database)
– Amazon Web Services Advanced Consulting Certified
– CMMI Level 3 Certification (March, 2013)
• Flexible & Cost Effective Global Delivery Model

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 Key BI Customers
• 7+ Years Oracle BI Experience • Member Oracle BI Leadership Board
• Oracle BI Pillar Partner • Selected for Oracle BI Product Development Program

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 Connect with Us
Web: www.appsassociates.com
Email: [email protected] [email protected]
[email protected]
YouTube: www.youtube.com/user/AppsAssociates
LinkedIn: www.us.linkedin.com/company/apps-associates
Twitter: @AppsAssociates
Facebook: www.facebook.com/AppsAssociatesGlobal

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Thank You!