Integration of Oracle E-Business Suite with Oracle Utilities Work and Asset Management Session: CON5590 September 29, 2014 Marriott Marquis - Golden Gate C1/C2 1 Agenda Introductions About NEORSD About AST Product Definitions Project Background Integration Lessons Learned Questions 2 Introductions Donice Bell – Program Manager, NEORSD Prakash Chhatwani – Senior Practice Director, AST Corporation 3 About NEORSD Our Mission Our History Oracle Platform To serve our customers by leading effective wastewater and storm water management that protects the health and environment of our region while enhancing quality of life Created in 1972 (1979 - NEORSD) • Financials Role • Core - Human Resource • Advanced Benefits • iRecruitment • Self Service • Purchasing • iProcurement • Inventory • Order Management • Sourcing • iSupplier • Oracle Database 11g • SOA/BPEL • Responsible for planning, financing, constructing, operating and controlling wastewater treatment and disposal facilities, major interceptor sewers and other water pollution control facilities within its service area Governance • Board of Trustees National Environment Achievement Award 2009 - 2013 Supplier Diversity 2009 Excellence in Management 2003, 2007 Middle Market Senior Management 2012, 2013 4 Our Services Oracle Partnership Oracle Specialized E-Business Suite Oracle Platinum Partner EBS Financial Management Business Intelligence Pillar Partner EBS Human Capital Management EPM-Hyperion • SOA EBS Supply Chain Management Middleware • Business Intelligence BI Applications CRM • Hyperion BI Foundation Managed Services Oracle University Approved Education Center Service Oriented Architecture Education / Oracle University Oracle University Reseller Application Development Framework 11g Project Advisory Services Oracle Accelerator Implementer Hyperion Planning 11 Oracle Managed Cloud Services Implementer Database 11g Small Business Strategy Council Public Sector 3 Time Oracle Excellence Award Winner 2011 Inc. Top Small Company Workplaces 2012-2013 Inc. 5000 Fastest Growing Companies 5 2012 Best & Brightest Companies to Work For Product Definitions Oracle EBS: Oracle E-Business Suite (R12) Upgrade Oracle Supply Chain Management Implementation • Six (6) Modules Oracle Fusion Middleware • SOA and BPEL Oracle Integration Pack (JSK) 6 Project Background As Is: • Oracle EBS used for FIN and HRMS only • Oracle WAM used for all SCM, Work Orders & Asset Mgt To Be / Goal: Move Supply Chain functionality from WAM to EBS • Oracle EBS used for SCM (Procurement & Inventory) along with Financials and HRMS • Oracle WAM used for Work Orders & Asset Mgt only Business Driver: Need for Asset Costing in WAM (increase operational efficiencies) • Material & Services purchased for work orders • Inventory Items used for work orders 7 Overview of Integration Pre-Built Integration Packs (PIPs) • Set of pre-built integrations - ‘plug & play’ interface code • Offered in 2 models based on pre-established, standardized business flows o o EBS to WAM model (SCM in EBS) – chosen model WAM to EBS model (SCM in WAM) Integration driven by SOA and BPEL • All mapping, error handling and scheduling of interface records handled using BPEL processes All records created/interfaced using standard APIs (in both systems) 8 Integration Flow 9 Integration Features 10 Integration Points Purchase Requisition Integration Purchase Order Integration Receipts Integration Invoice and Payments Integration Material Request Integration Stock Transaction Integration Vendor Integration Accounts Integration Employee and Employee Wages Integration Catalog Integration Store Room Integration Checkout Integration 11 Lessons Learned Planning & Approach • Identify: Integration Points, Business Flows, System of Record for Key Components (Items, Suppliers, Employees, etc.) • ‘As Is’ documentation (up-to-date) • ‘Familiarization’ - Spend the time to learn the business flows delivered (as early as possible) • Not really an ‘Out of the Box’ solution • GAPs should be identified (as early as possible) 12 Lessons Learned Technology Impact • Don’t underestimate time & resources based on the concept of ‘plug & play’ • Technology is advanced and can speed up the process but it doesn’t replace the need for o Timeline – ensure adequate time is provided to: – Build test environments – Identify GAPs – Test and disposition GAPs o Resources - skillset and knowledge of the technical components and products – Technical resources – SOA – Functional resources – Oracle EBS/Oracle WAM – Subject Matter Experts – Business Flows 13 Lessons Learned Testing • Plan for multiple test iterations • Include unit tests, system integration tests and even performance tests • Involve business and end users early on in the testing process • Provide for time between testing iterations to make decisions and updates • Test complete business flows between WAM and EBS for exception handling 14 Q&A 15
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