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How to leverage Fusion Financials (New

Implementation vs. Coexistence)

August 14, 2014


Copyright 2014. Apps Associates LLC.

Performance. Growth. Excellence.


Global Reach, Broad Service Profile
Founded in 2002, 600+ employees
US, Europe, India, Middle East
Service Offerings: Applications, CRM, Analytics, EPM, Cloud,
Middleware, Application Development, App & Infrastructure
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Services
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Provider
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Copyright 2014. Apps Associates LLC.

Connect With Us

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Copyright 2014. Apps Associates LLC.

Eric Deering, Principal Consultant

18 Years Business Systems Consulting


Focused on Financials and Procure to Pay Processes
and Technologies

Over 25 full lifecycle implementations of Financials


systems

Fusion Certification
Specialties

Financials
Procurement
Integration

Data Quality

Copyright 2014. Apps Associates LLC.

Agenda

Applications Roadmap and Strategy


Fusion Co-Existence

New Features in Fusion Financials

AP Invoice Scan
Mobile Expenses
Period Close
Ad Hoc Query and Analysis
Fusion Accounting Hub

Migrating from Your Current Financial Platform


Q&A

Copyright 2014. Apps Associates LLC.

Applications Roadmap and Strategy

Copyright 2014. Apps Associates LLC.

Complete Solutions

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Oracle Fusion Financial Products

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Key Stakeholder Challenges

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Fusion Co-Existence

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How can Fusion coexist with my current


investments?

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Fusion Accounting Hub


Accounting and integration platform
External Systems

Integrated Data and Centralized Accounting


Capture
Accounting Events
Capture transaction
and reference
information for
accounting treatment

EBS GL

Create Accounting
Rules
Centralized and
configurable rules
Flexible multi-GAAP
support

PSFT GL

Transfer & Post


Generate detailed
accounting entries in
Fusion Accounting Hub

Audit & Analyze


Drilldown from
balances to detailed
accounting journals

JDE GL
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Fusion GL
12

How can Fusion coexist with my current


investments?

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13

Fusion Accounting Hub


Financial Reporting and Analysis Platform
E-Business Suite General Ledger

Balances

Dashboards

Chart of Accounts mapping and


synchronization

Reporting & Analytics

Drilldown

Spreadsheet Integration

Simplified Setup

Enterprise Performance Management


Financial Consolidation, Planning & Budgeting

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14

Accounting Integration
E-Business Suite General Ledger

Balances

Chart of Accounts mapping and


synchronization

Drilldown

Productized, low impact integration between the E-Business Suite


GL and the Fusion Accounting Hub
Load E-Business Suite General Ledger balances from R12+ EBS GL to the Fusion
Accounting Hub.
Drilldown from the Fusion Accounting Hub to EBS balances and ultimately to
journals / subledger transactions
Continue to use EBS Subledgers and the EBS GL with added value from Fusion
Accounting Hub capabilities
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15

New Features in Fusion Financials

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16

AP Invoice Scan

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17

Optical Character Recognition and


Document Attach

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18

Mobile Expenses

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19

Period Close Accounting Period Fusion


Enhancements
Centralized Close Status Monitor

Reconciliation Reports

Gain visibility of the close status across

Close your books faster with automatic

subledgers and ledgers

Enforce close deadlines by centrally


managing the close status across
multiple ledgers and subledgers

matching of AP and AR subledger


transactions to accounting entries

Quickly identify and resolve


discrepancies with direct drill downs to
supporting journals and subledger
details

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20

Period Close Visibility

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Period Close Collaboration

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22

Excel Connectivity

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23

Fusion Accounting

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24

Migrating from Your Current


Financial Platform

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25

Upgrade or Migrate?

No Upgrade Path from EBS / Siebel / Financials OnDemand /


PSFT

Migration Scripts

Reliance on Partner Community to Provide

License Transfers

Some Deals for Migrating to New Products from Old

Support

Legacy products in EBS / PSFT will be supported on latest


versions
New net functionality is minimized for these products

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26

Complete Choice
Choose Your Next Steps

Continue on Your Current Path


Upgrade to the latest release
of your existing Oracle Applications portfolio

Adopt a Co-Existence Strategy


Add new Fusion Applications modules or pillars
to your existing Oracle Applications portfolio

Embrace the Complete Suite


Deploy the comprehensive suite of
Fusion Applications products

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27

The New Standard for Adoption


Choice of Adoption Scenarios
#4: Current Customer
Adopt Fusion Apps
alongside existing
Oracle apps with
tight interoperability.
#3: Current Customer
Adopt Fusion Apps
alongside existing
Oracle apps with loose
interoperability.

#6: New Customer


Replace 3rd party apps
by adopting Fusion
Apps pillar or suite.

#1: Current Customer


No plans to adopt
Fusion Applications at
this time.

#2: Current Customer


Adopt Fusion Apps
alongside existing
Oracle apps with
no interoperability.

#5: Current Customer


Replace existing
Oracle apps with
Fusion Applications
pillar or suite.

Existing Apps

Co-Existence

Fusion Apps

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28

New Implementation vs. Co-Existence

There is value in each approach depending upon:

Does your current Financial systems meet your companys


business requirements for the future?
How happy are you with your current Financial configuration (i.e.
a chance to start over vs. adopting specific Fusion benefits)?
What are your current operational constraints (i.e. resources,
money, time) and your overall corporate priorities?

Which Business Areas would be impacted and to what degree?


What implementation project size and scope are you
comfortable?
What new Fusion Features and Functionality are must haves for
our company?

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29

Adoption Strategies
Co-Existence Strategy Protects Your Investment

Hyperion

Procurement

Fusion Shared-Service
Procurement

Project Portfolio
Management
Human Capital
Management

Supply Chain
Management
Financials

E-Business Suite
PeopleSoft
JD Edwards
Fusion Applications

Financial
Management

Fusion GRC

Fusion
Accounting
Hub

Fusion Project Portfolio


Management

Primavera
Fusion Talent
Management

Fusion Incentive
Compensation

Agile
PLM

Transportation
Management

Siebel
Financials

RightNow

Warehouse
Management
Fusion Sales
Planning

VCP

Fusion Distributed
Order
Orchestration

Fusion Incentive
Compensation

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Eloqua

30

Questions & Answers

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