Oracle Financials in EMEA – Day 1
Approaches and Experiences of
Deploying Oracle Financials in EMEA
© 2013 HCL – Proprietary & Confidential
Introductions and HCL
The HCL Oracle Practice
Deployment Approaches
What have we learnt from deploying in EMEA?
Appendices
2
Your HCL AXON team
Richard Turner – Senior Vice President
18+ years Oracle experience as an implementer, project manager, programme manager and practice head
Global transformation experience, qualified Chartered Accountant ACMA
Business solutions covering CPG, Manufacturing, Supply Chain, Public Sector, Banking & Financial Services,
Telco, High Tech and Aerospace & Defence including multi-vendor environments
Aravind Kashyap – Associate Vice President
22 years experience of delivering and managing large customer engagements in Food, Beverage, Consumer
Products and Retail
 The Coca-Cola Company, Dr Pepper Snapple, Land O’Lakes, Performance Food Group, Target Stores, Best Buy,
Steelcase, McDonalds Corporation, and MillerCoors
Terry Walton – Delivery Director
 24 years Oracle experience architecting and delivering large global business transformation programmes
 Business solutions covering CPG, Manufacturing, Supply Chain, Public Sector, Banking & Financial Services,
Oil & Gas, Telco, High Tech and Aerospace & Defense including multi-vendor environments
Tim Puddefoot – Solution Director
 23 Years experience architecting and delivering Oracle ERP based solutions.
 Aligned complex businesses around a common solution , delivering tangible P&L impacts
 Key clients include Reed, Reckitt Benckiser, GE, UPS, Toshiba, O2, Sega, Flowserve, Telinor
Abhay Chaturvedi – Client Partner (Transitioning in)
 Several years of experience in managing customer relationships
 Last 7 years in managing HCL customers in Retail and CPG space within Europe
 Key Clients currently being managed – IKEA, Dixons Retail, Tesco, Techdata, Debenhams
3
© 2013 HCL – Proprietary & Confidential
HCL is recognised as a global leader…
$6.3
B
I
L
L
I
O
HCL Technologies
HCL Info. Systems
IT, Engineering and BPO Services
Division
Hardware, System Integration,
Networking Solutions
N
31
C O U N T R I E S
90,000
E M P L O Y E E S
6.4%
6.7%
7.2%
8.0%
8.6%
10.8%
Global Presence
Operations spanning 31 countries
Delivery Facilities
USA, UK, Finland, Poland, Puerto Rico,
Brazil, China, Malaysia, Singapore,
Australia, Czech and India
Others
Media and Entertainment
Energy-Utilities, Public Services
BPO
18.6%
Engineering and R&D
24.8%
Infrastructure Services
Telecom
Retail and Consumer
Healthcare
23.8%
Financial Services
28.4%
High Tech & Manufacturing
Vertical Mix
4.4%
4
© 2013 HCL – Proprietary & Confidential
20.8%
Enterprise
Applications
31.3%
Custom
Applications
Service Mix
…with
reachGLOBAL
and an
industrialised delivery
THROUGHGlobal
INDUSTRIALIZED
DELIVERY
capability
With Global Reach To Make Delivery Ruggedized
Multi-tenant : Supports
Multi-service & clients
Scalable
Multi-lingual Capability
Standardized Delivery: Local Company with Global HCL
standards
Follow the sun capability
Culturally Diverse
Proximity Advantage
De Risks Security, Data Sensitivity and Regulatory Issues
Note: Only delivery centers. Does not include sales offices.
5
© 2013 HCL – Proprietary & Confidential
Sonoco - HCL Relationship Snapshot
Oracle Support
Desk (L1)
 L1 Support Desk. Triage to next level for issues not resolved at first level
 SPOC for all communication from Business users
 Resolving Oracle issues not resolved at first level
Oracle Functional
Support (L2)
Oracle DBA Support
Oracle Development
 Working with Oracle (Vendor) for bug fix and data fix
 Problem Analysis, KEDB preparation for recurring issues to transfer to L1
 Monitor Apps Database 24 Hrs | Monitor key Application Alerts and take action
 Perform Code Migration. Troubleshooting Performance Issues
 Oracle RICE – Bug Fix, Enhancement and Performance troubleshooting
 Design Clarification to business users on RICE and Standard Reports
Oracle Data
Conversion
 Load data to CONV/QA/PRD as part of the Deployment with Sonoco Supervision
Oracle Deployment
 Load data to CONV/QA/PRD as part of the Deployment with Sonoco Supervision
 Bug fix/Enhancement on Data Conversion RICE objects
 Bug fix/Enhancement on Data Conversion RICE objects
SOA Services
MDM Strategy
Consulting
Ariba Development
 Agile PIP Implementation/Extension Process improvement / SOA Roadmap
 SOA Development for Oracle EBS to Custom Apps integration
 Setup MDM Governance for Customers
 Review and recommend process improvements for an efficient MDM Governance
 Develop Ariba forms
 Review, recommend and assist in patching and process improvements
6
© 2013 HCL – Proprietary & Confidential
Value Adds by HCL
•
Enabled Smooth Service Transition
•
HCL worked very diligently with Sonoco IT / Business to enable a smooth
transition of providing the Oracle Application support to Business
Business users feels very comfortable working with HCL Support
•
Eliminated the custom process for handling the ATO Reservation
with Standard Functionality. This improved the shipping process which
was the bigger concern due to stuck reservation issue.
•
Worked collaboratively with Sonoco to come up with an improved
process for Change Control. Working currently to improve the
Change Management Tool to improve further
•
HCL and Sonoco DBAs Worked collaboratively to improve the
Concurrent Manager processing to fit the new plant ramp ups and
additional volume. (Automated Log file deletion, created multiple
concurrent Managers by business priority, etc.)
•
Improved Global Configuration for Deployment – Segregated some
of the configurations to be done ahead in PRD before clone, which
helped to save time of the Instance readiness for each deployment
Recommended Product Family Forecasting to enable Sales order
Consumption instead of Planning Bill based Forecasting
Custom Process Elimination
Change Management Process
Concurrent Mgr. Process Improvement
Business Process improvement
•
7
© 2013 HCL – Proprietary & Confidential
Introductions and HCL
The HCL Oracle Practice
Deployment Approaches
What have we learnt from deploying in EMEA?
Appendices
8
HCL’s Oracle capability
Practice Summary
Oracle E-Business
Suite
PeopleSoft
Siebel
JD Edwards
Demantra/
Primavera
Hyperion/ OBIEE/
OBIA/ Technology
Oracle Consultants
3250+
Active customers
190 +
Countries
31
Offices
60
Global Delivery Centers
15
Global Oracle Team
EMEA
 28 Specialisations and Accreditation in all areas relevant
to Sonoco global rollout
400
North America
1270
APAC
210
 40% of the team are either Chartered Accountants or hold
master degree in business
Consultants
India
1170
 Very senior, experienced EBS delivery team
Latin America
100
 A commitment from our entire GLOBAL leadership team
to see Sonoco through to success
ANZ
100
9
© 2013 HCL – Proprietary & Confidential
HCL’s Presence in European Market
$1005+ Mn Revenues, FY11
4,500+ Employees
 27% of Global revenues, FY08
 10 years in the fastest growing
region
 25 locations in 13 countries
 15 delivery centers
 85% local
200+ Customers
 12 vertical sectors
 $3+ billion client value delivered
10
© 2013 HCL – Proprietary & Confidential
50+ Partners
 Oracle Platinum Partner
 SAP Global Services
Partner
HCL has led a number of large scale ERP
deployments globally and in Europe
Function
HCL Services in Scope
Hi-Tech
4
 
Hi-Tech
6
 
       
Hi-Tech
4

    
Hi-Tech
5
 
  
 
Hi-Tech
10
 
   
Hi-Tech
10

  
Transportation
4

Pharma
5

Manufacturing
15

Manufacturing
6

Manufacturing
3

  
Manufacturing
5
 
     
Manufacturing
6
 
  

Manufacturing
13

   

Retail
5
Function
HCL Services in Scope
16

      

Consumer
55
        
 
Life Sciences
14
          
  

Manufacturing
60
   
   
 
Life Sciences
60
Manufacturing
12
     
   
Telecom
6
 
   
Manufacturing
80
          
Telco
20
        
Energy
12
     
      
 
      
11
© 2013 HCL – Proprietary & Confidential

Integration
Manufacturing
  
ASM

Rollout
    
Implementation

Standardised
Template
17
Other Functions
Consumer
Finance
 
APAC
50
 
MEA
Consumer
 
 
Europe
        
   
US
80
Integration
Life Sciences
ASM
          
Rollout
34
Implementation
Manufacturing
Standardised
Template
 
Other Functions
45
Finance
MPE
Client
         

Countries
No. of Countries in
scope

Company
Industry
4
APAC
Hi-Tech
MEA
29
Europe
Hi-Tech
US
No. of Countries in
scope
Client
Countries
Industry
Company
 

       

 



      
 

   
Client Deployment Requirements and our
experience
29 countries, 15 months
1. Rapid delivery – Industry
Reduced deployments by 9months (15 % duration)
template, industrialised
perpetual delivery approach
6% local variation, implemented
European SSC for 16 countries
2. Deliver business outcomes –
standardisation, highly rated
by markets/users
3% local variation, > $200m benefit.
Audited as best project
3. Share in the risk - Take end-
Taken over mid-flight project,
target pricing risk-share model
to-end accountability – skin in
the game commercials
Including rapid deployment across
Europe in 18 months
4. Roll out of a US template into
Europe, aligned to local
European market specifics
Global Template, Deployed to
Regional SSC (Warsaw)
12
© 2013 HCL – Proprietary & Confidential
Introductions and HCL
The HCL Oracle Practice
Deployment Approaches
What have we learnt from deploying in EMEA?
Appendices
13
Our Deployment experience points to a number
of key decisions before starting








What pace can we deploy the solution that balances business risk?
How do we cluster Countries for the rollout?
What is the end state vision that we can plan a programme on?
How much change can the Organisation cope with?
What is the scope of the standardised processes, data, enabling technology,
organisation structure and service delivery model?
How do we ensure that the EMEA business continues successfully during the
deployments?
Do we deploy Oracle and Shared Services as a separate or one integrated
programme?
How appropriate is the existing applications template for Europe?
14
© 2013 HCL – Proprietary & Confidential
Through our experience we have identified key levers
enabling industrialised deployment and reduced costs
Lever
Flexible requirements, phased
Implementation
Solution
Repeatability
Allow each country its own
solution, low standardisation
Template compliance, common
processes, TLS* change only
Solution
Stability
Continuous changes and high
regression impacts
Very limited changes to the
template during roll out
Deployment
model
Local release & deployment teams,
minimal central capacity
Centralised, offshore release and
deployment, local task execution
Testing &
Validation
Retest large portions of solution,
low risk approach
Only test changes, risk based and
time boxed
Change
Management
Individual country change
approach, high soft skills
Centrally driven focus on readiness,
“mandated” adoption
Deliverable
variations
Individual per country, multiple
variations, many languages
Re-use each deliverable, no changes
to foundation outputs
Integration
Approach
Variable integration methods,
point to point, each unit varies
Single integration layer,
standardised interfaces, high re-use
+
+ Cost
<--- Cost ------+Speed
-
Template driven, Industrialised
Roll out
* TLS – Tax, Legal, Statutory
The position of these levers and the opportunity to set these to the right increases
ability to reduce costs and accelerate global deployments
15
© 2013 HCL – Proprietary & Confidential
Release Plan – Suggestions For Discussion
Release 1
• UK
• Ireland
Release 2
• Belgium (HQ)
• Netherlands
• Luxembourg
• Germany
• Switzerland
Release 4
• France
• Spain
• Italy
• Greece
Release 5
• Poland
• Turkey
• Russia
• Estonia
Functional Assessment
Green – Low Complexity
Orange – Medium Complexity
Red – High Complexity
• Belgium – although medium complex is in Release 2 because
•
Release 3
• Finland
• Norway
• Sweden
of location closeness, and cultural closeness (Benelux)
Russia – Although complex is in Release 5 because of sub
regional closeness (East Europe)
16
© 2013 HCL – Proprietary & Confidential
Our proposed plan to deliver the EMEA deployment
• More flexible go-live
approach and plan
• 6 month localisation
design and build for
each release
• 7 months for Data and
Business readiness
prep in each release
Technical
Go Live
• Fewer countries per
go-live
Business
Go Lives
• Single teams focussed
on specific activities
17
© 2013 HCL – Proprietary & Confidential
To further reduce the timescales would require moving
the levers to the right
Lever
Flexible requirements, phased
Implementation
Solution
Repeatability
Allow each country its own
solution, low standardisation
Template compliance, common
processes, TLS* change only
Solution
Stability
Continuous changes and high
regression impacts
Very limited changes to the
template during roll out
Deployment
model
Local release & deployment teams,
minimal central capacity
Centralised, offshore release and
deployment, local task execution
Testing &
Validation
Retest large portions of solution,
low risk approach
Only test changes, risk based and
time boxed
Change
Management
Individual country change
approach, high soft skills
Centrally driven focus on readiness,
“mandated” adoption
Deliverable
variations
Individual per country, multiple
variations, many languages
Re-use each deliverable, no changes
to foundation outputs
Integration
Approach
Variable integration methods,
point to point, each unit varies
Single integration layer,
standardised interfaces, high re-use
+
+ Cost
<--- Cost ------+Speed
-
* TLS – Tax, Legal, Statutory
18
© 2013 HCL – Proprietary & Confidential
Template driven, Industrialised
Roll out
HCL’s Global Delivery model enables Industrialised delivery
practices through highly skilled teams
Core Team
 Programme management
 Liaison with Global Template Design
Authority
 Build Management
 Central Deployment co-ordination &
Management
Scope and Planning
 Template Adoption Plan
 ‘Big ticket’ items
 Data Quality Actions
Core Team
Scope &
Planning
Regional Deployment Teams
 Local fit/gap co-ordination, language
 Co-ordinate local deployment
 Data cleanup and local cutover
 Business readiness
 Hypercare
Deployment
Management
Fit Gap &
Deployment
Team
Offshore COE
Industrial Strength
Delivery
Data
Build
Test
Offshore CoE Delivery
 Local build extensions
 Testing
 Data Migration factory
 Development factory
 Training Materials
 Security extensions
 Environment Management
19
© 2013 HCL – Proprietary & Confidential
Oracle Template roll-out in EMEA – Critical Success Factors
Deliver at pace whilst
minimising risk
 Pilot deployment as extension to template build – stabilise before next roll-outs
 Perpetual deployment approach – with business go-lives every 2 months
 Early Engagement – take CR’s, data, interfaces and business change off critical path
Industrialise the
delivery
 Specialised teams covering each aspect of design to deployment
 Deployment toolkit with efficient delivery workflows – deskill deployment activities
 Small country teams – focussed on maximising adoption of standard template
Bring the business
with us
 Business governance and engagement - ensure business accountability for success
 Integrated deployment planning spanning IT and business readiness activities
 Benefits work stream to ensure accountability for and measure benefits realisation
20
© 2013 HCL – Proprietary & Confidential
Introductions and HCL
The HCL Oracle Practice
Deployment Approaches
What have we learnt from deploying in EMEA?
Appendices
21
Example Localisation Considerations
EAS ~500 projects completed in Europe
40+ roll-outs of global templates
Intra-stat,
Data Protection Directive 95/46,
3rd Party Products: Vertex, Sabrix
Plan comptable
général
Russia
Use of 3rd Party
Tools – such as 1C
Document
sequence numbers
Greek law - Ependytikos
Nomos (Assets), Desmeyseis
(Commitments)
22
© 2013 HCL – Proprietary & Confidential
Oracle Supports Deep Localisations ‘Out of
the Box’
Oracle E-Business Suite has been successfully implemented by companies in more than 150
countries worldwide. Within Oracle E-Business Suite, the following capabilities can be further
adapted to meet local business practices as well as Tax, Legal and Statutory needs via localisation
packs:
•
•
•
•
•
•
•
•
•
•
•
•
•
Chart of accounts
Accounting rules
Financial reporting
Payment formats
Tax and withholding calculations
Tax reporting
Asset valuation and depreciation methods
Inventory valuation
Payroll
Workforce administration
Data privacy
Corporate governance
Local business practices
Sonoco Scope
UK, Ireland
Belgium (HQ), Netherlands, Luxembourg*, Germany,
Switzerland
Finland, Norway, Sweden
France, Spain, Italy, Estonia *
Poland, Turkey, Russia, Greece
23
*No Oracle Localisation: HCL solution
© 2013 HCL – Proprietary & Confidential
HCL has a strong background and understanding of
localisations:
Our internal APSE portal contains a wealth a global delivery experiences and re-usable
collateral for TLS (Tax, Legal & Statutory) that further builds on the Oracle localisations;
TLS
Country Specific details
• Configuration considerations
• 3rd Party Tools
• 1C, Sabrix, Vertex, D&B etc
24
© 2013 HCL – Proprietary & Confidential
HCL recommendation for localisations:
Keys Technical Steps
• Evaluate prerequisites and impacts of Oracle Localisations packs on Oracle technology
stack to reduce future regression testing effort. (This is important as each layer in the
stack may require software upgrades, patching or additional hardware)
• Install all of the relevant ‘in-scope’ countries Oracle localisation packs
• Regression test the tech stack
Hardware
Database
Middleware
Applications
Full Stack
Localisations can impact the Full Stack, early analysis reduces cost and
time during local country deployments
25
© 2013 HCL – Proprietary & Confidential
HCL recommendation for localisations:
Keys European Country Deployment Steps
• Coordinate and plan all activities with ‘Global Template’ Governance council
• Extend ‘Template’ for local country items, e.g. Ledgers, Approval Hierarchies, Data
Migrations
• Configure Oracle Localisations for TLS items. No technical impact, just applications
• Deploy addition local RICE items e.g. Invoice Prints, Bank Integrations
• Execute test & regression test cycles
• Transition to next Release wave
Applications
Oracle Localisations
HCL Local Knowledge
26
© 2013 HCL – Proprietary & Confidential
Introductions and HCL
The HCL Oracle Practice
Deployment Approaches
What have we learnt from deploying in EMEA?
Appendices
27
HCL’s streamlined approach to understanding Sonoco’s
Global Template
Key aspects of our approach
 ASSeTTM method, tools and KPIs – 250+
transitions
 Knowledge Transition to minimise programme
impact
 Central HCL Leadership and Architecture roles
to drive KT, transition, planning and localisation
 Knowledge Transfer Approach:
– Program Overview – GDA & PMO
– Review Global template documentation
– Focussed sessions with template SMEs
– Establish Sonoco Oracle Academy
Benefits of out transition / KT approach
 Minimise programme risk & impact
 Accelerate mobilisation for each deployment
 Reduced demand on Sonoco staff for KT
 Enhanced delivery approach & knowledge
assets
Some similar ERP Program Knowledge Transitions
Sonoco Academy Approach
28
© 2013 HCL – Proprietary & Confidential
Example Oracle Transition Expertise from Other
Vendors - Support and Deployment
TRW
Transitioned from Satyam
ADM Oracle, MFG PRO, Custom Apps,
DC Consolidation
Transition: 90 days
Duration: 2009 ~ till date
Brocade
Transitioned from Wipro
ASM and ADM Oracle, Edge Apps
Transition: 45 days
Duration: 2008 ~ till date
Extreme Networks
Transitioned from: EDS
Oracle ADM, Oracle ASM,DC Ops, N/W, Helpdesk
Transition: 90 days
Duration: 2003 ~ till date
Arvin Meritor
Consolidated from Oracle Consulting
Oracle Deployment, Rollout, Oracle ASM
Transition: 45 days (Phased)
Duration: 2003 ~ till date
Teradyne
Transition from Multiple Vendors
Oracle ASM and ADM, Helpdesk, DC, Hosting
Transition: 120 days
Duration: 2006~ till date
Fonterra
Incumbent Multiple vendors
ADM 177+ applications and Bespoke
Transition: 90 days
Duration: 2005 ~ till date
Autodesk
Transitioned from ACS
Siebel Operations, DC Hosting/Ops
Transition: 210 days
Duration: 2006 ~ till date
Land O Lakes
Transitioned from Multiple vendors
Apps Support & ADM
Transition: 90 days
Duration: 20011 ~ till date
VMware
Transitioned from Oracle, Accenture
Oracle ASM, SOA, Web, BI and edge apps
Transition: 90days
Duration: 2011 ~ till date
British Telecom
Transitioned from Tech Mahindra
250+ COTS and Bespoke Applications
Transition: 90 days
Duration: 2007~ till date
UTI
Transitioned from In-House
Oracle Deployment, Apps ASM and ADM
Transition: 90 days
Duration: 2008 ~ till date
29
© 2013 HCL – Proprietary & Confidential
Relevant Pricing Models
Clarity of Scope
Scope clearly
defined
Managed
Service
Fixed Price
Target Price
Scope
unclear
Outcomes
Based
Time & Materials
Higher Customer Risk
Higher Supplier Risk
30
© 2013 HCL – Proprietary & Confidential
Risk &
Complexity
Illustrative Target Pricing Model
Target Price
Scenario 1:
Actual cost is
90% of Target
Scenario 2:
Actual cost
is110% of Target
110%
50% non-charged
(£50k)
100%
50% benefit-share
(£50k)
90%
Target Price
Estimate
£1m
Actual Price
£0.9m
31
HCL EAS
fees
£0.95m
© 2013 HCL – Proprietary & Confidential
Actual Price
£1.1m
HCL EAS
fees
£1.05m
Sonus Networks
CLIENT
Sonus Networks Inc, providing network
transformation through IP
communications technology, is leading
the evolution of communications
networks to support the multi-media,
multi-device demands of today’s digital
lifestyle. Sonus solutions and services
enable fixed, mobile and cable
operators to gain network awareness
and new multi-media capabilities
essential to retaining and expanding
their subscriber base, while reducing
overall network operating costs
CHALLENGES / OBJECTIVES
Roles and responsibilities for the project:
Sonus Networks has been using Oracle
Applications since 2001. Sonus Networks
has successfully rolled out Oracle
Applications in India with India
Localization.
As part of the next phase Sonus
Networks is rolling out Oracle Applications
to 14 other countries across Asia, Europe
and North America.
Building road-map to Shared-Service
model by standardization of business
process and also meeting the needs for
local regulatory or statutory requirement.
AN ORACLE CASE STUDY
Industry: Hi-Tech
THE SOLUTION
Single Instance & Global Rollout to 14 locations
across the globe.
Implementation of Financials & Purchasing Modules
across all the locations.
Successfully carried out all rollouts and combined
various instances into a single one
Conceptualisation, design & development of the
“Implementation & Rollout Toolkit” to rollout the
solution to other countries
Joint ownership & participation (HCL & Client) for
smooth and effective Change Management
Streamlined use of Reusable Components both in
code and solution.
Implemented Standard Global business process
across units
HCL followed the Phased roll-out approach for
deployment with rigorous testing for complex
countries.( GROWTH - HCLs Methodology)
HCL did the Integration with Concur for Employee
Expense report and Bank for Payment interface
Standardization of data migration was carried by
HCL to use by various units across countries
HCL used inbuilt application controls to meet the
SoX requirement).
32
© 2013 HCL – Proprietary & Confidential
Location :14-Locations.(Singapore,
China, Malaysia, Hong Kong, Japan,
United Kingdom, Czech Republic,
Germany, France, Spain, Sweden, United
Arab Emirates, Canada, Mexico
Service Areas: Global Rollout,
Implementation.
Topology:
Finance- (AP, FA, CM, GL), IP, PO,
(11.5.10)
IMPLEMENTATION CHALLENGES:
•Continuous availability of Business team
resources to support the Rollout project
during Requirement Gathering and Testing
phase was a major challenge faced by HCL.
•Simultaneous project of Oracle Apps rollout and setting up of Shared-service
environment causes lack of
ownership/direction amongst business
team.
•Change & People Management at each of
the location pose major challenge as
employee move out of the system
MSC
AN ORACLE CASE STUDY
Industry: Hi-tech
CLIENT
THE SOLUTION
A leading global provider of simulation
technology and services to a broad
spectrum of industries like Aerospace,
Shipbuilding, Automotive, Consumer
Products, Bio-technology, Plastics, Machine
Tools, Metal Forming, Computer &
Electronics Manufacturers, and
Universities; Headquartered in California,
USA employs more than 1500 people in 29
countries
Our relationship dates back 8 years with application support related
jobs gradually growing into application upgrades and
implementations. Services include:
 Single Instance & Global Rollout to 29 countries
CHALLENGES / OBJECTIVES

The client required a One Oracle
Apps E-Business System worldwide,
which involved technical upgrades to
the latest EBS version, instance
consolidation (Europe including
France), and roll-outs for several
other countries

Large volumes of data conversion
from Legacy solutions (data spanned
more than 8 years), and Global Rollouts to be carried out for 29
locations in just 10 months

To carry out parallel implementation
for Project Accounting Module in
EBS

To develop the best support model
for the Global Instance which would
cover mission critical applications
across multiple time zones
Service Areas: Implementation,
Upgrade, Maintenance & Support;
Global Rollout
Topology: Oracle Apps 11.0.3,
11.5.4, 11.5.8 & 11.5.10.2;
Manufacturing, Financial, HRMS,
OM & Distribution, and CRM
Modules
 Implementation - CRM modules ( IB &IC in 2002, SC ; OM, IB, AR,
AP, GL for Japan
 Upgrade - From 10.7 to 11.5.4 involving migration of the custom Lease Management application to
Oracle CRM Service; Upgrade and Conversion from 11.5.4 to 11.5.8 versions in US and Latin America;
Database, iAS and Application Upgrade from 11.5.8 to 11.5.10; Migration to Oracle Application Table
space Model.
Application Maintenance & Support - Global Support covering multiple geographies including North
America, EMEA and Asia Pacific; Application maintenance & support for 11.0.3 and 11.5.10.2 instances;
Modules supported include: OM, IB, PO, INV, WIP, BOM, CM, AR, AP, GL, FA, HR, IC
 RICE - Development of outbound interfaces for Oracle Application with Discoverer and Lotus Notes.
(Discoverer is used to produce management reports and Lotus Notes is used by the sales & marketing
team); Region specific reports for FIN & OM Modules; Conversions for OM,FIN,MFG & SC modules from
11.0.3 and Legacy system to 11.5.10; Workflow Enhancements for PO & OM account generator; Pricelist
tool for automatic updating of prices from excel
 Business Process Re-engineering: The client’s primary business includes selling software and providing
maintenance & support services. The support & maintenance contracts for software was tracked in the
order management module (i.e.) to sell a support service, an order used to be created. The client faced
problems in tracking the various services offered and in renewing a service, which was not supported
through order management. We suggested implementing the ‘Service Contracts’ module since the old
BOM structures and install base tables were cleaned to reflect more accurately what customers were
owed and what was shipped.
Business process re-engineering was undertaken prior to implementation of Service Contracts and the
upgrade from 11.5.4 to 11.5.8; Rigid controls were put in place to monitor complex business processes
in compliance with SOX requirements; Involved in redesigning business processes for order processing
and revenue recognition; The client’s support team benefited from the ability to track what services
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their corresponding customers were entitled to.
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© 2013 HCL – Proprietary & Confidential
A leading marketplace for all last minute services &
transactions
CLIENT
The company is a marketplace for all last
minute services and transactions;
Established approximately 15,400 supplier
relationships and over 9.6 million
subscribers to its weekly newsletter,
globally; Uses the Internet to match
suppliers and consumers at short notice,
working with a range of suppliers in the
travel, entertainment and gift industries;
Following the launch of its service in the
UK, France, Germany, and Sweden in 1999,
it successfully expanded its reach to Italy,
Spain, Netherlands, Australia, Japan and
South Africa.
CHALLENGES / OBJECTIVES
 To ensure seamless knowledge
transfer from not just the client’s IT
team but also from onsite and offsite
third party contractors
 Gradually shifting IT operations from a
tasked-based service to a Managed
Service Model. It involved
understanding each business process
from a holistic angle and documenting
this information
 The client’s expansion strategy of
“growth through acquisition meant
frequent ramp up in IT operations
THE SOLUTION
AN ORACLE CASE STUDY
Industry: Retail
We were engaged as an end-to-end
application service provider and
our services included:
 Onsite Support (Helpdesk) for
Oracle Financial modules (GL,
AP, AR, FA, PO and CM).
 Process improvement leading to
changes in the application setups
 Onsite Development &
Maintenance of Reports,
Interfaces and Java components
 Documentation of business
processes and Oracle application
operations
With regards to Knowledge
Transfer/Sharing, we adopted a
systematic approach by
appointing a dedicated program
manager who organized rigorous
knowledge sharing sessions,
documenting each information
component and at the same
time tracking the various
knowledge sharing processes
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© 2013 HCL – Proprietary & Confidential
Service Areas: Application
Development, Implementation and
Support; Application Help Desk;
Application Documentation
Topology: Oracle Apps 11.5.6; RICE
(Reports, Interfaces,
Customizations, Extensions);
Financial Modules (GL, AP, AR, FA,
PO and CM).
RESULTS / BENEFITS
Benefit to the Client
Reduced cost in IT operations
substantially by over 42%; Dramatic
reduction in certain accounting and
financial processes (book closure)
from 2 weeks to just 2 days. This
allowed various departments to
collate information faster and make
quick decisions
Our Value Addition
Our proven application
implementation methodology
through the Onsite / Offshore service
delivery model; Multi-track, multitechnology expertise; Impressive
program management skills with the
capability to initiate, plan, control,
execute, and close major IT
management programs; Streamlined
business processes and documented
all instances