ERP Overview

Implementation Methodology
Oracle’s EBS R12
– Sarvesh Srivastava
TCS Limited
Agenda

• ERP – Overview

• Architecture

• Functionality

• Methodology

• Oracle EBS R12 *

February 4, 2019
Enterprise Resource Planning
Do we need it…

February 4, 2019
 Modern Businesses
Production
Planning

Q Business
Business Plan Analysis
Order
Production Booking
Purchase
Shipping
Design
Inventory Fixed
Assets

l
Accounts nera r
Accounts Ge dge
Costing Receivable Le
Payable Receiving Inventory

Shared Interactive
& Inter-related
Info Base.

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 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

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Evolution of Business System

ERP II

2000
ERP

MRPII 1990

MRP 1980

Inventory
1970
Control

1960

February 4, 2019
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.

February 4, 2019
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.

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Basic Five Reasons for Having ERP

Integrate Financial Information

Integrate customer order information

Standardize and speed up manufacturing processes

Reduce inventory

Standardize HR information

February 4, 2019
Stakeholders in an ERP project

Product Knowledge,
Best Business Practices

Technology,
Products,
Updates,
Tools Consultants
Vendors

Product Knowledge,
Sponsor
Process Knowledge,
Implementation Methodology, Enterprise
Tools Usage Vision & Goal, Process &
Workflow Knowledge,
System Infrastructure

Integrator

Project
Co-ordination,
Resolution of strategic
issues, Knowledge in
Technology,
Implementers Systems Knowledge End Users

February 4, 2019
 ERP II – Leap towards future

ERP II is the iteration that adopts ERP to the Internet-

based 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.

February 4, 2019
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 c-commerce. 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.

February 4, 2019
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

February 4, 2019
ERP II as Process Enabler

February 4, 2019
Major ERP Products
 Oracle Applications
 JD Edwards
 People Soft
 SAP
 Baan
 MAPICS
 MFG/PRO

February 4, 2019
February 4, 2019
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

February 4, 2019
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

February 4, 2019
 So, the
BOTTOMLINE
is…

ERP Helps !!!

February 4, 2019
An Introduction…

February 4, 2019
The Architecture

Integrated, Yet Modular - An Integrated Suite

Develop
Develop • Provide seamless
Maintain Market
integration between
Projects Sell products
All Product, • Eliminate need for
Finance Order
Customer, complex messaging
HR
& Supplier
Plan and replication
Information
• Perform enterprise-
Service Source
wide transactions
Fulfill Procure • Benefits increase as
Manufacture
you add modules

February 4, 2019
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

February 4, 2019
The Architecture
Integrated, Yet Modular Built on Open Standards

Vendor X Oracle Oracle

Vendor Y Vendor Z
Human Finance Marketi
Planning Purchasin
Resource ng
g
s

Legacy Environment

Open Applications Solution Enables you

to:
• Leverage investment in existing
technology
• Eliminate disparate systems as needed
February 4, 2019
The Architecture
Built on a Common Data Model - Provide Single Version of
the Truth

HR & Product
Planning
Single,
Finance Development
complete data
model
Project &
Purchasing Store all
Contract Mgmt
Common information in a
Data
single database
Model
Asset
Manufacturing
Maintenance
Track all
customer
Sales & Order Mgmt & interactions
Service
Marketing Warehousing

February 4, 2019
 The Architecture
Built on a Common Data Model - Accessible Any Way, Anywhere

Executive HTM
s
L

Corporat
e PD
Staf A

Commo
Project
Teams RF Device n
Data
Custom Model
er
Service Excel

Mfg
Personnel Java

February 4, 2019
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

February 4, 2019
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

February 4, 2019
 The Functionality
Automate all Business Processes End-to-End
Business Flows – Procure to Pay Example

Analyze
AnalyzeSpend
Spend Award Auto-Create
& Develop Award Auto-Create Pay
& Develop Contracts/POs Purchase PaySupplier
Supplier
Requirements
Requirements Contracts/POs PurchaseOrder
Order

Qualify Access Send

Qualify Access
Electronic SendElectronic
Electronic Receive
ReceiveBank
Bank
Suppliers Electronic PO
Suppliers Content
Content POto
toSupplier
Supplier Statement
Statement

Negotiate Create Receive

Negotiate Create
Requisition/ ReceiveGoods
Goods Auto-Reconcile
Auto-Reconcile
Contracts Requisition/ or Services Bank
Contracts Release
Release or Services BankStatement
Statement

Approve Receive Record

Evaluate
Approve ReceiveElectronic
Electronic Record
EvaluateBids
Bids Requisition/
Requisition/ Invoice
Transaction
Transactionin
in
Release
Release Invoice General Ledger
General Ledger

February 4, 2019
 The Functionality
Automate all Business Processes Across All Functional Areas

Finance Human Resources Sales & Marketing

Financials Human Resources Configurator
General Ledger Payroll Marketing
Receivables Self Service HR Trade Management
Payables Training Administration iStore
Assets HR Intelligence Sales Online
Cash Management Time & Labor TeleSales
Activity Based Management Advanced Benefits Sales Contracts
Balanced Scorecord iLearning Partners Online
Collections iRecruitment Incentive Compensation
Financial & Sales Analyzers Quoting
Treasury
Internet Expenses
Service Customers Online
Data Librarian
iReceivables iSupport Sales Offline Edition
Financials Intelligence TeleService
Property Manager Service Contracts
Customers Online Field Service Projects
Wireless Option Project Billing
Advanced Scheduler Project Costing
Mobile Field Service Internet Time
Depot Repair Project Contracts
Lease Management Project Resource Mgmt

February 4, 2019
 The Functionality
Automate all Business Processes Across All Functional Areas

Product Planning Manufacturing

Development Demand Planning
Advanced Supply Chain Plng
Product Development
Global Order Promising
Project Contracts
Manufacturing Scheduling
CADView-3D
Inventory Optimization
Collaborative Planning
Order Fulfillment Supply Chain Intelligence
Order Management
Configurator
Advanced Pricing
Procurement
Release Management Purchasing
Mobile Supply Chain Apps Purchasing Intelligence
Warehouse Management Payables
Transportation Sourcing
iProcurement
iSupplier Portal
Maintenance Exchange Marketplace
Enterprise Asset Mgmt
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
February 4, 2019
The Functionality
Automate all Business Processes Across All Industries
Chemicals

Aerospace & Defense Process Consumer Packaged

Mfg
Automotive Goods

Discrete Consumer Products Life Sciences

Engineering & Construction
Mfg
High Technology Financial Services

Industrial Products Service Professional Services

Retail
Communications

Energy Education
Asset
Travel & Government – Defense
Intensiv Public
e Transportation Service Government – Civilian
s
Utilities Healthcare

February 4, 2019
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

February 4, 2019
 The Functionality
Collaborate with Trading Partners Examples of Collaboration

Your
Suppliers Company Customers

Orders, Prices,
Promise Dates,
Sell / Order
Billing, Payments

Sales and Order Forecast, Sales and Order Forecast,

Supply Commits Plan Supply Commits

Negotiations,
Negotiations, Bill Presentment
Contracts,
Contracts, Execution,
Execution, Finance and Payment
Payments
Payments /
Procure
Outsourced
Outsourced
Manufacturing
Manufacturing Manufacture

Drop
Drop Ship,
Ship, Status
Carrier Fulfill
Carrier Mgmt
Mgmt

Spares
Spares Service
Service Requests,
Requests,
Replenishment
Replenishment Service Warranties
Warranties

Schedule,
Schedule, Schedule,
Schedule,
Contracts
Contracts Projects Status,
Status, Cost
Cost

February 4, 2019
 The Functionality
Collaborate with Trading Partners Leverage Multiple Collaboration Methods

Your Customer
Compan Messagin s
y g &
Suppliers

Portal

Email

Mobile /
PDA

February 4, 2019
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 February 4, 2019
The Functionality
Deliver Integrated Intelligence Portal Management

Real-Time Flexible Flexible

Results Time Periods Comparisons

Performance
Measures

Reports Graphs Links

February 4, 2019
The Functionality

Summery
Architecturally… Functionally…
• Integrated, Yet Modular • Automate All Business
• Built on a Common Data Model Processes
• Runs on a Single Global Instance • Collaborate with Trading
Partners
…Available in a Hosted Environment
• Deliver Integrated Intelligence
• Outsource IT Administration

Develop
Maintain Market
Projects Sell
All Product,
Finance Customer, Order
& Supplier
HR Plan
Information
Service Source
Fulfill Procure
Manufacture

February 4, 2019
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 OPERATE
PROCESS DOMAIN TOOLS
CUSTOMIZATION SUPPORT
• Roll-out support
• Requirement Study
• Enhancements to
• Design & Development
Customizations
• Integration
• Product support
• Integrate Legacy systems
• System Administration
to OA
• System/Application
• Develop Custom APIs
• Tuning and patching
UPGRADE SPECIAL OFFERINGS
• Upgrade to R12 and Fusion
• Maintenance upgrade • Center of Excellence
• Rollout Assessment
• Functional and Regression
Testing
February 4, 2019
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

February 4, 2019
AIM Process

February 4, 2019
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)

February 4, 2019
February 4, 2019
Release 12
• Significantly Enhanced Functionality

• Advanced Accounting Best Practices

• Improved support for Centralized Services

• More User Friendly

• Open & Adaptable

• Enhanced Applications Management and Security

February 4, 2019
Significantly Enhanced Functionality

February 4, 2019
Significantly Enhanced Functionality

February 4, 2019
Advanced Accounting Best Practices

February 4, 2019
Improved support for Centralized Services

February 4, 2019
Improved support for Centralized Services

February 4, 2019
Improved support for Centralized Services

February 4, 2019
More User Friendly

February 4, 2019
Open & Adaptable

February 4, 2019
Open & Adaptable

February 4, 2019
Open and Adaptable

February 4, 2019
Enhanced Applications Management and
Security

February 4, 2019
Enhanced Applications Management and
Security

February 4, 2019
Thank You.

February 4, 2019