ERP Overview Implementation Methodology Oracle’s EBS R12 – Sarvesh Srivastava TCS Limited Agenda •ERP – Overview •Architecture •Functionality •Methodology •Oracle EBS R12 * 13 April 2015 Enterprise Resource Planning Do we need it… 13 April 2015 Modern Businesses Production Planning Q Business Plan Production Business Analysis Order Booking Purchase Shipping Design Accounts Payable Receiving Fixed Assets Inventory Inventory Costing Accounts Receivable Shared Interactive & Inter-related Info Base. 13 April 2015 Demands on the Industry… Aggressive cost control initiatives Need to analyze costs / revenues on a product or customer basis Flexibility to respond to changing business requirements More informed management decision making Changes in ways of doing business 13 April 2015 Evolution of Business System ERP II 2000 ERP MRPII MRP Inventory Control 1990 1980 1970 1960 13 April 2015 Definition of ERP ERP utilizes ERP software applications to improve the performance of organizations resource planning, management control and operational control. While the primary goal of ERP is to improve and streamline internal business processes, CRM attempts to enhance the relationship with customers and SCM aims to facilitate the collaboration between the organization, its suppliers, the manufacturers, the distributors and the partners. 13 April 2015 What does ERP do? Facilitates Company-wide integrated Information Systems covering all functional areas. Performs core Corporate activities and increases customer service augmenting Corporate Image. 13 April 2015 Basic Five Reasons for Having ERP Integrate Financial Information Integrate customer order information Standardize and speed up manufacturing processes Reduce inventory Standardize HR information 13 April 2015 Stakeholders in an ERP project Product Knowledge, Best Business Practices Technology, Products, Updates, Tools Consultants Vendors Sponsor Product Knowledge, Process Knowledge, Implementation Methodology, Tools Usage System Integrator Implementers Project Co-ordination, Resolution of strategic issues, Knowledge in Technology, Systems Knowledge Enterprise Vision & Goal, Process & Workflow Knowledge, Infrastructure End Users 13 April 2015 ERP II – Leap towards future ERP II is the iteration that adopts ERP to the Internetbased world of today, and tomorrow, through changes in functionality, Technology and architecture Functionality - Deeper and more specific to industry domain requirement. Technology - To Leverage the Internet for both inter-enterprise connectivity and unification of the end users experience. Architecture - Allow easier integration & interoperability. 13 April 2015 Factors driving ERP II User Disillusionment With Traditional ERP: Traditional ERP’s technical focus on resource optimization and transaction processing is insufficient to support new inter enterprise-focused strategies for improving enterprise competitiveness. ERP II is emerging to address these needs. The Emergence of the “Net-Liberated” Enterprise: Businesses are transforming themselves from vertically integrated organizations into multi-enterprise recombinant entities executing core-competency-based strategies. This will render the vast majority of today’s ERP applications not only obsolete from an architectural standpoint, but also inadequate from a business relevance perspective. Collaboration and the Rise of C-Commerce: The “glue” of virtual enterprises and the emerging model for e-business is ccommerce. C-commerce is networked, technology-enabled collaboration motivated by commercial benefit. It requires systems that enable enterprises to share information and collaborate in communities of interest: requirements that will be met by ERP II. 13 April 2015 ERP II – Defined ERP II is an application and deployment strategy that expands out from ERP functions to achieve integration of an enterprise’s key domain-specific, internal and external collaborative, operational and financial processes 13 April 2015 ERP II as Process Enabler 13 April 2015 Major ERP Products Oracle Applications JD Edwards People Soft SAP Baan MAPICS MFG/PRO 13 April 2015 13 April 2015 Which ERP Product ? Functionality - Specific Environment Functional Spread - Mfg./ Finance / Sales/ HR Implementation Ease Ease of Customization Product Support & Upgrade Future Technology Compatibility Standard Open Interfaces (for integrating legacy systems) Similar Reference Sites Vendor Strength & Stability ROI Global Trend 13 April 2015 To summarize… Optimum utilization of resources Customer satisfaction Seamless integration between Functions Reduced overheads & inventory Timely responsiveness Market share & image enhancement Faster design to manufacturability Keep up with technology changes Integrated systems for a client with multiple locations 13 April 2015 So, the BOTTOMLINE is… ERP Helps !!! 13 April 2015 An Introduction… 13 April 2015 The Architecture Integrated, Yet Modular - An Integrated Suite Develop Maintain Market Projects Sell All Product, Customer, & Supplier Information Finance HR Service Fulfill Order Plan Source Procure Manufacture • Provide seamless integration between products • Eliminate need for complex messaging and replication • Perform enterprise-wide transactions • Benefits increase as you add modules 13 April 2015 The Architecture Integrated, Yet Modular Built on Open Standards Program in Java or PL/SQL APIs and database interface tables Support for current and emerging standards LDAP (Lightweight Directory Access Protocol)/single sign-on OAG – Open Applications Group RosettaNet (Development and Deployment of Electronic Business Interfaces) SOAP (Simple Object Access Protocol) Web Services Open portal access 13 April 2015 The Architecture Integrated, Yet Modular Built on Open Standards Vendor X Human Resources Oracle Finance Vendor Y Planning Vendor Z Purchasing Oracle Marketing Legacy Environment Open Applications Solution Enables you to: • Leverage investment in existing technology • Eliminate disparate systems as needed 13 April 2015 The Architecture Built on a Common Data Model - Provide Single Version of the Truth HR & Finance Project & Contract Mgmt Asset Maintenance Sales & Marketing Product Development Planning Purchasing Common Data Model Manufacturing Service Order Mgmt & Warehousing Single, complete data model Store all information in a single database Track all customer interactions 13 April 2015 The Architecture Built on a Common Data Model - Accessible Any Way, Anywhere Executives Corporate Staff Project Teams HTML PDA RF Device Customer Service Excel Mfg Personnel Java Common Data Model 13 April 2015 The Architecture Runs on a Single Global Instance Data Center Consolidation o Eliminate IT costs associated with duplicate data centers, redundant hardware, multiple databases o Reduce errors, simplify operations and speed transaction time with a single copy of data 13 April 2015 The Architecture Runs on a Single Global Instance Enabled via Global Capabilities 30+ Languages Multiple Currencies Customers in 100+ Countries All Languages Installable in Same Unicode Instance Support for Statutory and Customary Local Requirements 13 April 2015 The Functionality Automate all Business Processes Flows – Procure to Pay Example End-to-End Business Analyze Spend & Develop Requirements Award Contracts/POs Auto-Create Purchase Order Pay Supplier Qualify Suppliers Access Electronic Content Send Electronic PO to Supplier Receive Bank Statement Negotiate Contracts Create Requisition/ Release Receive Goods or Services Auto-Reconcile Bank Statement Evaluate Bids Approve Requisition/ Release Receive Electronic Invoice Record Transaction in General Ledger 13 April 2015 The Functionality Automate all Business Processes Finance Financials General Ledger Receivables Payables Assets Cash Management Activity Based Management Balanced Scorecord Collections Financial & Sales Analyzers Treasury Internet Expenses iReceivables Financials Intelligence Property Manager Customers Online Human Resources Human Resources Payroll Self Service HR Training Administration HR Intelligence Time & Labor Advanced Benefits iLearning iRecruitment Service iSupport TeleService Service Contracts Field Service Wireless Option Advanced Scheduler Mobile Field Service Depot Repair Lease Management Across All Functional Areas Sales & Marketing Configurator Marketing Trade Management iStore Sales Online TeleSales Sales Contracts Partners Online Incentive Compensation Quoting Customers Online Data Librarian Sales Offline Edition Projects Project Billing Project Costing Internet Time Project Contracts Project Resource Mgmt 13 April 2015 The Functionality Automate all Business Processes Product Development Product Development Project Contracts CADView-3D Order Fulfillment Order Management Configurator Advanced Pricing Release Management Mobile Supply Chain Apps Warehouse Management Transportation Maintenance Enterprise Asset Mgmt Planning Demand Planning Advanced Supply Chain Plng Global Order Promising Manufacturing Scheduling Inventory Optimization Collaborative Planning Supply Chain Intelligence Procurement Purchasing Purchasing Intelligence Payables Sourcing iProcurement iSupplier Portal Exchange Marketplace Across All Functional Areas Manufacturing Discrete Manufacturing Bills of Material & Engr. Work in Process Cost Management Inventory Quality Project Manufacturing Flow Manufacturing Shop Floor Management Process Manufacturing Production Management Process Costing & Quality Process Inventory New Product Development Formula Management Regulatory Management Interaction Center Advanced Inbound Advanced Outbound Scripting eMail Center 13 April 2015 The Functionality Automate all Business Processes Across All Industries Chemicals Aerospace & Defense Discrete Mfg Process Mfg Automotive Life Sciences Consumer Products Engineering & Construction High Technology Financial Services Industrial Products Service Professional Services Retail Communications Asset Intensive Consumer Packaged Goods Education Energy Travel & Transportation Utilities Public Services Government – Defense Government – Civilian Healthcare 13 April 2015 The Functionality Automate all Business Processes Tailorable, Workflow-Driven Extend, don’t customize Configure without programming Graphically depict entire process Modify processes as your business needs change Make changes that survive all upgrades Automatically capture exceptions and take action 13 April 2015 The Functionality Collaborate with Trading Partners Examples of Collaboration Your Company Suppliers Sell / Order Customers Orders, Prices, Promise Dates, Billing, Payments Sales and Order Forecast, Supply Commits Plan Negotiations, Contracts, Execution, Payments Finance / Procure Outsourced Manufacturing Manufacture Drop Ship, Carrier Mgmt Fulfill Spares Replenishment Service Service Requests, Warranties Schedule, Contracts Projects Schedule, Status, Cost Sales and Order Forecast, Supply Commits Bill Presentment and Payment Status 13 April 2015 The Functionality Collaborate with Trading Partners Your Company Messaging Leverage Multiple Collaboration Methods Customers & Suppliers Portal Email Mobile / PDA 13 April 2015 The Functionality Deliver Integrated Intelligence Make Better, Faster Decisions Built to Answer Critical Business Questions Enable management by fact, objective, and exception Monitor performance and answer questions in real-time For Use by All People Executives, managers, and all employees;customers, suppliers, and partners Access consolidated information through role-based portals with pre-built content Spans All Areas of the Business 13 April 2015 The Functionality Deliver Integrated Intelligence Portal Management Flexible Flexible Time Periods Comparisons Real-Time Results Performance Measures Reports Graphs Links 13 April 2015 The Functionality Summery Architecturally… • Integrated, Yet Modular • Built on a Common Data Model • Runs on a Single Global Instance Functionally… • Automate All Business Processes • Collaborate with Trading Partners • Deliver Integrated Intelligence …Available in a Hosted Environment • Outsource IT Administration Develop Maintain Market Projects Sell All Product, Customer, & Supplier Information Finance HR Service Fulfill Order Plan Source Procure Manufacture 13 April 2015 Oracle E-Business Offerings THINK SOLUTION ACCELERATORS CONSULTING • ERP Assessment and Health-check • Product Selection • System Performance Tuning • Upgrade Assessment IMPLEMENTATION • Business process study • Business process Mapping • Gap Analysis • Configuration • Go-Live Support BUILD PROCESS OPERATE DOMAIN CUSTOMIZATION • Requirement Study • Design & Development • Integration • Integrate Legacy systems to OA • Develop Custom APIs UPGRADE • Upgrade to R12 and Fusion • Maintenance upgrade TOOLS SUPPORT • Roll-out support • Enhancements to Customizations • Product support • System Administration • System/Application • Tuning and patching SPECIAL OFFERINGS • Center of Excellence • Rollout Assessment • Functional and Regression Testing 13 April 2015 Standard Methodology – New 11i end to end Implementations or module add-ons in existing implementations or up gradations to new versions – Project management • Schedules • Deliverables • Quality Management – Requirement Analysis – Solution Function design – Gap Fitment Analysis – Customization Development – Conference Room Pilots (CRP) - Iterative approach – Comprehensive User Training – Production Instance Setup & Deployment with proven successful Go-live strategies – Production Readiness Assessment, Cut-over Activities, Data Migration & Go – live – Post implementation Support & Maintenance 13 April 2015 AIM Process 13 April 2015 AIM Processes • Business Process Architecture (BP) • Business Requirements Definition (RD) • Business Requirements Mapping (BR) • Application and Technical Architecture (TA) • Module Design and Build (MD) • Data Conversion (CV) • Documentation (DO) • Business System Testing (TE) • Performance Testing (PT) • Adoption and Learning (AP) • Production Migration (PM) 13 April 2015 13 April 2015 Release 12 • Significantly Enhanced Functionality • Advanced Accounting Best Practices • Improved support for Centralized Services • More User Friendly • Open & Adaptable • Enhanced Applications Management and Security 13 April 2015 Significantly Enhanced Functionality 13 April 2015 Significantly Enhanced Functionality 13 April 2015 Advanced Accounting Best Practices 13 April 2015 Improved support for Centralized Services 13 April 2015 Improved support for Centralized Services 13 April 2015 Improved support for Centralized Services 13 April 2015 More User Friendly 13 April 2015 Open & Adaptable 13 April 2015 Open & Adaptable 13 April 2015 Open and Adaptable 13 April 2015 Enhanced Applications Management and Security 13 April 2015 Enhanced Applications Management and Security 13 April 2015 Thank You. 13 April 2015