Oracle Fusion Applications

The Planning

04.04.2013
Things You Can Do to Prepare for Oracle Fusion Applications

Applications Best Practices

Keep Current with the Oracle Applications Releases
Inventory your Enterprise Business Assets
Prepare your Roadmap for Fusion applications

Leverage Future-Proof Solutions and Technology Today

Extend the Value of Oracle Applications Unlimited
1 Rethink your “Customization” Strategy
2 Consolidate your Master Data
3 Embrace SOA-Based Integration
4 Extend your Business Intelligence Applications Portfolio
5 Adopt Enterprise Reporting & Publishing
6 Secure your Global Enterprise
7 Increase Information Worker’s Productivity
8 Centralize your Document Management
9 Consider Grid Infrastructure
10 Centralize your Applications Lifecycle Management

2 Editor: Manika
How to Evolve to the Next Generation
… and prepare for Oracle Fusion

Next Generation ADAPTABILITY

• Optimize business flows with process configurability and applications
extensibility
• Easily integrate with other applications with native SOA
• Provide business users with flexible organizational modeling

Next Generation PRODUCTIVITY

• Drive optimal operational decisions with embedded business intelligence
• Empower information workers with rich, pervasive, personalized user
experience
• Connect people to people with Enterprise 2.0-enabled business processes
Next Generation MANAGEABILITY
• Improve efficiency with centralized financial management components
• Protect information privacy and ensure statutory compliance with centralized
security, audit and controls
• Achieve superior ownership experience with unmatched manageability

3 Editor: Manika
How to Evolve to the Next Generation
… and prepare for Oracle Fusion

Follow Application Prepare your

Best Practices Roadmap to Fusion

4 Editor: Manika
 Applications Best Practices

5 Editor: Manika
Applications Best Practices
Things to do today….

Applications Best Practices

Keep Current with the Oracle Applications Releases

Inventory your Enterprise Business Assets

Prepare your Roadmap for the Fusion Applications

6 Editor: Manika
 Upgrade to the Latest Oracle Applications Releases
A Glance at What’s New…
• Manufacturing 2.0
• Price Protection
• PIM for Retail Loyalty , SelfService
• Warehouse Management Enhancements
• Federal Government Procurement
12.1 • AIA Integrations
• Talent Management
Industry Enhancements • Procurement & Sourcing
• Supplier Data Hub & Site Hub
• Extended HCM Leadership with
integrated Talent Management
• Accelerate Period Close
• Enhanced Procure to Pay
• Industry-specific Solutions for Retail,
9.1 FSI, Public Sector, Higher Ed
Integrated Talent Management • Enhanced CRM for Higher Ed
• AIA Integrations
• Web 2.0 User Experience
A9.1.2
• Global Trade Mgmt (new product)
6.0 • Fleet management
• AIA integrations
7.3 • Enhanced sales and operations
planning
7 Editor: Manika
8.1.1
• Loyalty and Self-Service
• Industry-specific enhancements
• AIA integrations
• PRM 2.0
16
• MSA for iPhone
PRM 2.0 • Industry Solutions
• Complex Project Accounting and Billing
• Dynamic Configuration for Orders
• Industries: E&C, Commercial Real Estate,
Homebuilder, Manufacturing, Food and
9.0 Beverage, Professional Services
• Additional Services and Tech
• Configurator & Plant Maintenance
Enhancements
• Industry: E&C
Agile PLM
• AIA integrations
• Enhanced report format / framework
Agile PLM for Process
• AIA integrations
• Formulation, nutrition mgmt & labeling
AutoVue – Enterprise Visualization
• Document format support
• Enhanced VueLink integrations for SAP,
Documentum, Sharepoint, MatrixOne
Inventory your Enterprise Business Assets

• Question and categorize your Customizations

• Types:
• Reports
• Screens (User Interfaces – UI)
• Integrations, Interfaces & processes
• What are they? For what functional gap?
• For Integrations, what are their usage characteristics?
• Volume, business criticality and frequency
• Sync or async, hub-&-spoke or point-to-point
• What technology: how were they built?

8 Editor: Manika
Inventory your Enterprise Business Assets

• Validate and arrange your Master Data

• Who owns the critical data:
• Customers
• Products
• Suppliers
• Chart of Accounts
• Employees
• Where it is used?
• How clean is your data?

9 Editor: Manika
Prepare a Roadmap for the Fusion Applications
by Evaluating Strategic Business and IT Drivers

IT Roadmap Business Roadmap

10 Editor: Manika
 Prepare your IT Roadmap for
the Oracle Fusion Applications

11 Editor: Manika
Typical Landscape
Technologies

Issues
Integration

Collab Mobile Portal

Issues
• • Little
Littlestandardization
standardization
Data Dev
Analytics EAI • • Many
Hubs Tools Manyhardwired
hardwiredintegrations
integrations
• • High
Highcosts
costsof
ofintegrating
integrating
applications
applicationsand
andtechnologies
technologies
Applications

CRM ERP Hosted Custom

Results
Resultsin
in
• • Inflexible
Inflexiblebusiness
businessprocesses
processes
Industry Legacy Other…
• • Lack
Lackof
ofenterprise
enterprisevisibility
visibility
• • Users
Usersas
asintegrators
integrators
Existing Systems & Technology

Disparate applications & integration technologies

are rigid & expensive to maintain

12 Editor: Manika
Oracle’s Business Platform

From:
From:
••Application-specific
Application-specific
services
services
••Proprietary,
Proprietary,expensive
expensive
••Driven
Drivenby
bytechnology
technology
requirements
requirements

To:
To:
••Enterprise-wide
Enterprise-wideservices
services
••Standards-based,
Standards-based,less
less
costly
costly
••Driven
Drivenby
bybusiness
businessneeds
needs

13 Editor: Manika
Oracle Platform Architecture

• Customization
Unified User Actionable
Analytics • Integration
Experience

End-to-End Industry Processes

• Security

Oracle’s Business Platform • Master data

Agile Process Pervasive Business End-to-End Existing
Orchestration Intelligence Management
Tools &
Comprehensive
Security
Consistent
Data
Centralized
Development
Infrastructure • Reporting

• Analytics
Industry
CRM

ERP

Partner Custom Other…

Hosted Legacy • Management

Oracle Applications

• Infrastructure

14 Editor: Manika
Prepare your IT Roadmap for the Fusion Applications
by Leverage Future-Proof Solutions and Technology Today

3
Leverage Future-Proof Solutions and Technology Today
Extend the Value of Oracle Applications Unlimited

1 Rethink your “Customization” Strategy

2 Consolidate your Master Data
3 Embrace SOA-Based Integration
4 Extend your Business Intelligence Applications Portfolio
5 Adopt Enterprise Reporting & Publishing
6 Secure your Global Enterprise
7 Increase Information Worker’s Productivity
8 Incorporate Google-like Search
9 Consider Grid Infrastructure
10 Centralize your Applications Lifecycle Management

15 Editor: Manika
Rethink your “Customization” Strategy 1

• Changes the order

• Profile Options in which table
• Security Setup Configure Personalize columns are
displayed
• Parameterization
• Tailor a query result
• Change the color
Customize scheme of the UI
• Add attributes on
the display
• Etc….

Extend

• Add new functional flows

• Extend or override existing business logic

16 Editor: Manika
Rethink your “Extension” Strategy 1
by Engineering for the Future

• Extending the functionality (composite applications)

• To complement functionality
• Self-Service functionality
• For larger user population
• Empowering information workers through advanced user
interfaces
• Ajax-style UI to enable “autosuggest” capability
• Expose flows, cross apps, through a single UI
• Business users dashboards, real-time gauges of transactional
systems and business processes

17 Editor: Manika
Consolidate your Master Data 2
using Oracle Master Data Management (MDM)

• Delivers single view of central business objects across all applications

• Centralizes cleansing, reduplication, and synchronization
• Enables you to extend and enrich information with your own attributes & external data

Oracle master data management (MDM)

(customer, product, supplier, charter of accounts)

Centralize & Consolidate Master Data

Agile Business Processes Oracle SOA Suite

Partner Custom

Legacy

ORACLE APPLICATIONS

18 Editor: Manika
Consolidate your Master Data 2
using Oracle Master Data Management (MDM)

Oracle MDM - Fusion upgrade maps

Oracle MDM Oracle MDM -

Common Fusion Edition
Object Model

Partner Custom

Legacy

Other Apps…

19 Editor: Manika
Embrace SOA-Based Integration 3
Customer’s SOA Roadmap with Oracle – Customer’s Options

Option #1: Consider pre-built SOA

- Customers’ priorities:
• Performance
• Scalability
• Availability
• Security

Option #2: Build your SOA

- Customers’ priorities:
• Modify business processes
• Introduce new capabilities
• Extend business service portfolio

20 Editor: Manika
Embrace SOA-Based Integration 3
Option #1 - Pre-Built SOA - Oracle AIA

Best Practice Processes

Reference Process Models
Composite Business Flows

Pre-built Composite Processes

30+ PIPs To Date
AIA For Communications

Standardized Composition
Framework
100+ Objects, 1000+ Services
Cross Industry and Industry Objects
FMW 10.1.3.4 Certified

21 Editor: Manika
Application Independent Enterprise Business Objects 3
and Services Promote Interoperability

• Out of the box, library of reusable

Order business services for cross application
•Create
Oracle
•Read Legacy
process automation
•Update
•Delete
• Common semantics foundation to easily
SAP Custo
m
build, change and optimize business
ISV processes
• Building blocks and methodology to build
your Enterprise Business Services
Connect systems and technologies
through pre-built, standardized
Enterprise Business Objects and
Services
Characteristics
 Standardized Representation of Business Data  Standards Support:
 Extensible Common Object Model • UN/CEFACT Core Components Technical Specification
 Horizontal and Vertical Content (CCTS), Open Application Group OAGIS, ISO 11179
• Communications  Inputs from
• Insurance • Standards: OAGIS, SID…
• Utilities • Oracle Applications (SEBL, JDE, E-Biz, ..) and Fusion
Applications

22 Editor: Manika
AIA Foundation Pack Content 3
Prebuilt, Standards Compliant Process Models, Objects and Services

Comms Complex Consumer Financial High Life Public Travel

Energy Retail
& Media Mfg Sector Services Tech Sciences Sector & Trans

Supply Chain
Service & Project Human
Sales Management
Procurement & Order Financials
Marketing Management Resources

Customer Installed Resource Payable Bill Of Accounting Business Unit

Product List Invoice Materials Entry

Item Service Resource Payment Batch Accounting Department

Request Schedule Term Production Order Period
Opportunity Received Project Purchase Demand Grade
Forecast Bank
Payment Calendar Order Account
Quote Price Project Requisition Inventory Business Job
List Budget Transaction Calendar
Supplier Invoice Chart Of Position
Sales Promotion Project Accounts
Order

Customer Time Blanket Currency Worker

Payment Interaction Sheet Purchase Order Exchange
Agreement

Reference and GBU Applications

Applications:

23 Editor: Manika
 AIA Jump-Starts your SOA Adoption 3
Valuable Pre-Built Content and Methodology

Custom SOA AIA FP AIA PIP

Integration Based Integration Based Integration
Execution Processes To Define To Define Predefined

Apps Connect./Transform. Custom but ABCS

Custom Predefined
End To End To Canonical Object Generator
Process
New UI Custom Custom but CAF Embedded

New/Improved Web Services Custom Custom Included

SOA Programming Model Define AIA Programming Model AIA Programming Model

Content Business Process Definition Define and Build Reference Process Models Reference Process Models

Canonical Objects Define and Build EBOs, EBSs

c h EBOs, EBSs

t ! oa
SOA Repository Define, Build or Acquire
i
Business Servicel pr Business Service
Repository

Bu p Repository

-
Development tool
A
Multiple Dev Tool Oracle JDeveloper Oracle JDeveloper

e
Pr OTS
Business Process Design Acquire Oracle BPA Suite Oracle BPA Suite
Platform
Orchestration Engine Acquire Oracle BPEL PM Oracle BPEL PM

Virtualization Acquire C
OESB or OSB OESB

Application Server Acquire Oracle AS / WebLogic Oracle AS

Server
Other Support Platform Only Content & Platform All

24 Editor: Manika
Embrace SOA-Based Integration 3
Option #1 - Pre-Built SOA - Oracle AIA - Fusion Ready!

 Pre-built SOA + AIA Front Office Applications

Infrastructure delivers IT CRMSiebel CRM
- Fusion Edition
enabled agility

 Ensures interoperability with Create Check Price Capture

Billing Step N
Opportunit & Availability Order
existing Oracle applications y

Application Independent Web Services

 Provides a phased migration
strategy to Fusion
Applications
“Get Account Balance” “Update Account Balance…”
Oracle E-Business Suite
Order Management

Back Office Applications

Replace with Fusion CRM
when ready

29 Editor: Manika
AIA is Built on Oracle SOA Technologies 3

AIA Content Fusion Middleware

Best Practice Processes Oracle BPA Suite

Enterprise Business Account

Customer
Oracle BPA Suite and
Objects Order Product JDeveloper IDE

Process Integration
Oracle SOA Suite
Packs

Enterprise Business Service Registry and

Services OWSM

Application Logic, Transport HUB Billing OM Oracle Data Integrator

Data Services
CRM HCM SCM FIN

30 Editor: Manika
Embrace SOA-Based Integration 3
Option #2 – Build your own SOA

“Bottom Up” Approach - Supporting SOA with Applications Unlimited

Oracle PeopleSoft Siebel JD Edwards

Enterprise Business Services (out of box) 150 200 172 100

(OAG)

Enterprise Service Operations 225 2000 1565 330

Enterprise Business Events 1500 106 1152 250

Modeled Business Process Support 450 769 500 700

Services Repository Available YES YES YES YES

(IREP) (ISR) (SR) (ISR)

31 Editor: Manika
Embrace SOA-Based Integration 3
Option #2 – Build your own SOA

“Top Down” Approach – Using Oracle BPM Suite and applying

business strategy throughout the entire process lifecycle
Front End Application
Top Down

Biz Processes/Workflows

Business Services
("Composite")

Service Orchestration

Implementation Services

Applications Legacy/Custom

32 Editor: Manika
Embrace SOA-Based Integration 3
Oracle SOA Platform

• Oracle JDeveloper Suite

• http://www.oracle.com/tools/jdev_home.html

• Model and Simulate

• Oracle BPA Suite
• http://www.oracle.com/technologies/soa/bpa-suite.htm

• Orchestrate & Transform

• Oracle BPEL PM
• http://www.oracle.com/appserver/bpel_home.html

• Monitor & Optimize

• Oracle BAM (Business Activity Monitoring)
• http://www.oracle.com/appserver/business-activity-monitoring.html

• SOA Governance
• WebService Manager and Enterprise Manager
• http://www.oracle.com/tools/jdev_home.html

• Oracle Data Integrator (for bulk data transfer/copy)

• http://www.oracle.com/applications/oracle-data-integrator-technical-overview-white-paper.pdf

33 Editor: Manika
Embrace SOA-Based Integration 3
by Leveraging the Best Practice Centers

• Oracle E-Business Suite Best Practice Center

http://www.oracle.com/technology/tech/fmw4apps/ebs/index.html

• PeopleSoft Best Practice Center

http://www.oracle.com/technology/tech/fmw4apps/peoplesoft/index.html

• Siebel Best Practice Center

http://www.oracle.com/technology/tech/fmw4apps/siebel/index.html

• JD Edwards Best Practice Center

http://www.oracle.com/technology/tech/fmw4apps/jde/index.html

• Agile Best Practice Center

http://www.oracle.com/technology/tech/fmw4apps/agile/index.html

34 Editor: Manika
Extend Business Intelligence Applications Portfolio 4
using Oracle Analytic Applications Built on OBI EE

Daily Business
Intelligence

Enterprise Performance
Management
Oracle Analytic
Enterprise Performance Applications
Management
Certified Today
Siebel Analytics 1. Oracle E-Business Suite
2. PeopleSoft Enterprise
3. Siebel
4. JD Edwards EnterpriseOne

35 Editor: Manika
Extend Business Intelligence Applications Portfolio 4
using Oracle Analytic Applications Built on OBI EE

Comms. Complex Financial High Insurance Life Public Travel

Auto CPG Energy Services Tech
& Media Mfg. & Health Sciences Sector & Trans

Service & Order

Contact Management Supply Human
Sales Marketing Financials
Center & Fulfillment Chain Resources

Oracle Business Intelligence (BI) Applications

Common Enterprise Information Model

Oracle Business Intelligence Server

Other Datasources
IVR, ACD, CTI
Hyperion
Packaged Universal MS Excel
ETL Maps Adapters Syndicated

ORACLE APPLICATIONS Oracle Business Analytics

Warehouse Schema

36 Editor: Manika
Adopt Enterprise Reporting and Publishing 5
with Oracle Business Intelligence (BI) Publisher

Oracle Reports

Crystal Reports

Oracle BI Publisher
Universal Batch Engine
Crystal Reports

Certified Today
Actuate 1. Oracle E-Business Suite
2. PeopleSoft Enterprise
3. Siebel
4. JD Edwards EnterpriseOne

37 Editor: Manika
Adopt Enterprise Reporting and Publishing 5
with Oracle Business Intelligence (BI) Publisher

Enterprise Reporting  Moving from these…

38 Editor: Manika
Adopt Enterprise Reporting and Publishing 5
with Oracle Business Intelligence (BI) Publisher

Enterprise Reporting  to these…

39 Editor: Manika
Secure your Global Enterprise 6
by using Oracle Identity Management

Single
Sign-On

Identity
Provisioning

Certified Today
1. Oracle E-Business Suite
2. PeopleSoft Enterprise
3. Siebel
4. JD Edwards EnterpriseOne

40 Editor: Manika
Secure your Global Enterprise 6
by using Oracle Identity Management

Access Identity Directory

Control Administration Services
Identity Lifecycle
Authentication &
Administration Virtualization
Authorization
Single Sign-On Role & Membership
Administration Synchronization
Federation
Provisioning &
Reconciliation Storage
Web Services Security
Compliance Automation

Audit & Compliance

Audit Data Attestation Segregation of Duties Controls

Management
Service Levels Configuration Performance Automation

41 Editor: Manika
Secure your Global Enterprise 6
by using Oracle Identity Management

Access Identity Directory

Control Administration Services
Oracle Access Manager
Oracle Enterprise Oracle Virtual Directory
Single Sign-On Oracle Internet Directory
Oracle Identity Manager
Oracle Identity Federation (with Directory Integration
Oracle Web Services Platform)
Manager

Audit & Compliance

Oracle Identity & Access Management Suite

Management
Oracle Enterprise Manager for Identity Management

42 Editor: Manika
Increase Information Workers’ Productivity 7
A) with Oracle Web Center Suite, by Unifying the User Interface and
Interaction
Integrated, standards based, user interaction suite

Search

Documents
Notifications
Discussions
Email
& Presence

Social

Wiki / Blog Networks

Partner Custom Business

Intelligence Apps
Legacy

Other Apps…

43 Editor: Manika
Increase Information Workers’ Productivity 7
B) with Incorporating Google-like Search Using Oracle Secure
Enterprise Search (SES) for Single, Unified Find
Oracle
Oracle E-
E-
Business
Business
Suite
Suite 12.1
12.1
 Improve User Productivity
• Standard Search are tedious
• Relationships and contexts are not
preserved
• Expect you to know what you are
searching for

 Security during Search

• Very Important to know the user role
and data security paradigm that is built Siebel
Siebel 8.0
8.0
into the Applications Logic

 The Google Effect

• Search is the starting point
• Need to bake it into the product set

44 Editor: Manika
Increase Information Workers’ Productivity 7
C) with Oracle User Productivity Kit (UPK) for User Training

User SEE
SEE IT
IT TRY
TRY IT
IT KNOW
KNOW IT
IT DO
DO IT
IT
Modes

Self-Running Demo Interactive Simulation Testing for Competence Context-Sensitive Help

45 Editor: Manika
Manage your Documents Centrally 8
D) with Oracle Enterprise Content Management (ECM)

Business processes are driven by content…

Marketing and
Brand Secure Research &
Project
Management Collaboration
Management
Information Production Marketing
Secure Deal
Privacy and Collaboration
Protection
HR Sales

Policies & Contract

Procedures Management
IT Legal

IT Project Regulatory
Finance
Management Compliance
Accounts Board of
Payable Claims Directors
Processing

46 Editor: Manika
Integration of Enterprise Content Management 8
Use Cases

• Attachments:
• Replace native application attachment document stores
• View and attach documents associated with application entities
• Provide enterprise class scalability and functionality
• Leverage application content throughout the enterprise
• Examples: call centers, employee records (reviews, benefits)
• Imaging:
• Automate paper-based processes
• Provide imaging, capture, workflow and document task
processing
• High document routing and mark-up requirements
• Examples: Accounts payable, time & expense management,
order management, employee onboarding, etc...

47
47 Editor: Manika
Application Adapter Releases 8

Out Now
•E-Business Suite Adapter for ECM (Imaging and Attachments for Forms
apps)
•PeopleSoft Adapter for ECM (Imaging)
•Siebel Adapter for ECM (Attachments)

CY 2009
•PeopleSoft Adapter for ECM (Attachments)

CY 2010

•JD Edwards Adapter for ECM (Imaging and Attachments)

•E-Business Suite Adapter for ECM (Imaging and Attachments for OAF/HTML
apps)
•Siebel Adapter for ECM (update)

48
48 Editor: Manika
Tightly Integrated User Experience 8
One-click access to imaged documents

• Oracle I/PM is launched

from Application UI to:
• Retrieve associated
images
• Access work lists
• Resolve exceptions
• etc.

49 Editor: Manika
Secure Annotations & Redactions 8
Oracle I/PM Viewer

• Browser plug-in and zero foot print viewers

• Annotate any content
• Markups individually secured. Enforce redactions
• No changes to original document
• Supports 400+ formats

50 Editor: Manika
Consider Grid Infrastructure 9
and Real Application Clusters

Maximize quality of service and better asset utilization

 Resource pooling and

sharing
 Applications
 Information
 Servers Database
 Storage
 Low-cost modular hardware
 Incremental scaling
 Self monitoring, self
managing
 Secure
 Highly Available
Storage

51 Editor: Manika
Consider Grid Infrastructure 9
using Oracle’s Maximum Availability Architecture (MAA)

Remove server as single point of failure

 Integral part of Oracle’s Order Entry Spare Supply Chain

Maximum Availability
Architecture
 Enables applications to
mask component
failures
in infrastructure
 Service fails over to
surviving node with the
Automatic Workload
Management
Server Failure

52 Editor: Manika
Centralize Applications Lifecycle Management 10
with Oracle Enterprise Manager and Management Packs

Certified Today
1. Oracle E-Business Suite
2. PeopleSoft Enterprise
3. Siebel
4. JD Edwards EnterpriseOne

53 Editor: Manika
Centralize your Applications Management 10
with Oracle Application Management Packs

Packaged Custom Application

Applications Applications Services

Common Capabilities

• Discovery and topology views • Application monitoring

• Service-level management • Dashboards and reports
• Out-of-the-box service models • Configuration management
• Out-of-the-box transactions • Transaction tracing
• System component monitoring • Root cause analysis and impact

* Planned

54 Editor: Manika
 Key Takeaways

55 Editor: Manika
Key Takeaways
Leverage Next Generation Technology Today

Short-Term
Short-Term Medium-Term
Medium-Term Long-Term
Long-Term
(within
(within the
the year)
year) (1
(1 to
to 55 years)
years) (beyond
(beyond 55 years)
years)
• Low risk, “Get your feet • Higher impact projects: • Incremental uptake of Fusion
wet” projects Apps IF and WHEN ready
• Standardize your BI
solutions with OBI EE
• Focus on tactical projects
• Embrace SOA-based • The ultimate transformation
and quick wins:
Integration, AIA to the next generation
• BI Publisher
• Externalize your organization
• Enterprise Manager
with Applications Packs Applications Security
• Inventory and Rethink
• Build your skill set in: your customization to be
• SOA Platform Fusion-ready
• OBI EE • Centralize the master
• Oracle Identity data
Management
• JDeveloper & ADF

56 Editor: Manika
References

 Metalink
 Oracle Fusion Documentation Library

57 Editor: Manika