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Leveraging Packaged Analytics when Implementing your ERP

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Emtec Finance and Technology Summit Presentation with Jon Given

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Leveraging Packaged Analytics when Implementing your ERP

  1. 1. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Leveraging Packaged Analytics when Implementing Your ERP Jon Given, Director – Oracle Financial Applications, Emtec Inc.
  2. 2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Agenda Introduction Solution Overview Implementation Approach TransUnion Case Study Best Practices 2
  3. 3. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Speaker 3 Jon Given Director – Oracle Financial Applications, Emtec • 13 years of ERP and Reporting experience • Solution Architect and Engagement Manager across PeopleSoft, EBS and Oracle Cloud ERP applications • Background across Order to Cash, Procure to Pay and Record to Report business processes • (312) 216-6905 • Jon.Given@emtecinc.com
  4. 4. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Presentation Objectives • Understand benefits of implementing analytics and ERP systems together • Best practices for implementation • Data validation and testing strategies 4
  5. 5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Solution Overview
  6. 6. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Solution Overview •PeopleSoft 9.1 –Record to Report – PC / AM / GL –Procure to Pay – PO / AP –Order to Cash – OM / Pricing / BI / AR •OBIA –Financial Analytics –Supply-Chain Analytics –OBIEE / BIFS 6
  7. 7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Implementation Approach
  8. 8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Implementation Approach •Blend two methodologies –Waterfall for PeopleSoft –Agile for OBIA •Built plan alignment to accommodate both approaches •Focused on complete solution by business process and role instead of transactional system and / or reporting system requirements 8
  9. 9. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Implementation Approach - Design •Reporting requirements gathered alongside transactional applications –Report data and layout requirements –Sources of data –Audience –Accessibility –Timing •Fit/Gap performed together –Helped to identify gaps in delivered PeopleSoft transactional reporting which were met by OBIA –Drove configuration decisions to support OBIA integration and reporting 9
  10. 10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Implementation Approach - Design •Identify which application should be used for report delivery –Both applications are capable of delivering similar reports –Key is to identify which application is best suited to deliver that particular report or group of reports –Be sure to consider your audience •OBIA for –Dashboards –Management Reports –Reporting across multiple segments, BUs, etc –Summarization •PeopleSoft Reporting for: –Individual transactions or transactions within a single BU –Transactional error investigation and handling –Operational reports – Trial register, detailed Open AR 10
  11. 11. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Implementation Approach - Development •Add new integrations and sources of data to enrich analytic reporting –Hyperion Forecasting Data •Brought in custom fields from PeopleSoft to enhance reporting capabilities •Aligned ERP and OBIA teams for development 11
  12. 12. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Implementation Approach – Testing and Training •System / Integration testing –End-to-end testing cycles –Master Data / Definitions –Transactions from PeopleSoft to OBIA •OBIA Data Validation –Used for OBIA testing and UAT –ERP Data conversion validation –Requires assistance and oversight from both OBIA and ERP team •Training –Build by role, not by application –Demonstrate and train how to execute by role –Can include both PeopleSoft and OBIA training during the same course 12
  13. 13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. TransUnion Case Study
  14. 14. Case Study: PeopleSoft and OBIA Implementation
  15. 15. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Business Objectives •Standardize on a single, global transactional and reporting platform •Establish consistent business processes •Provide common master data management across disparate geographies •Provide single source of truth across the organizations •Provide summarized reporting to executive management •Allow for detailed review and drill down capabilities 15
  16. 16. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Geographic Scope •United States •Latin America and Mexico •Canada •South Africa •Hong Kong •India 16
  17. 17. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Business Environment Challenges •Transactional volumes –Customers –Price Rules –Transactions –Invoices •Multiple languages •Unified method needed to report master data across geographies 17
  18. 18. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Why Did TransUnion Follow This Approach? •Ability to gather transactions, management and analytic reporting in a single phase •Provide opportunity to identify which application should be best used to meet their needs •Ensured transactional design and configuration would support reporting requirements –Eliminated rework and regression testing of ERP system based on OBIA requirements –Added custom fields to the customer record to meet Management Reporting requirements •Data validation of reports helped to build confidence in application and ensured transactional system accuracy •Testing phases included both ERP and BI to reduce regression testing effort 18
  19. 19. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Best Practices •Consider OBIA licensing early •Allow for extra time for data validation •OBIA Implementations allow for more Agile development •Push transactional data through to OBIA to perform dashboard and reporting demonstrations early •Identify and commit to deployment dependencies and timing between OBIA and ERP 19
  20. 20. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 73% YEARS 47serving clients OUR COMPANY 500dedicated associates 17 over years BEST PLACES TO WORK 2012 TECHNOLOGY EMPOWERED BUSINESS SOLUTIONS “right size provider” “client for life” India Pune Bangalore USA IL, PA, NJ, GA, VA, MN, FL Canada Toronto Ottawa GLOBAL DELIVERY OUR SERVICES 87% 14 prior tier 1 consultancies avg. years experience fulltime employees OUR PEOPLE 25+ OTHER PARTNERS - onshore - offshore - nearshore - blended managed services Advisory Applications Cloud Analytics Infrastructure strategy governance process ERP, HCM, CRM, app. development, mobile solutions applications infrastructure enterprise reporting, predictive analytics, big data service management enterprise infrastructure end user computing Business and Technology Empowered
  21. 21. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. An Exciting Year For Emtec… And Or Clients! Vertical Focus • Strategy • Enterprise Solutioning • Management Consulting • Line of Business Expertise Advisory Services Expansion Services GEO Vertical SMAC
  22. 22. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec Services Align Well with each stakeholder community ENTERPRISE SUITE SALES & MARKETING  360 degree view of the customer  Sales force automation  Customer Service  Marketing Automation  Customer and Product Data Management  BI / Analytics HCM  Workforce Planning  HR Analytics  Talent Management  Employee Self-Service  Performance Management  Total Compensation CFO FINANCE  Budget & Planning  Financial Close Mgmt  Procure to Pay  SEC Reporting  Financial Analytics  Cash Management OPERATIONS  Forecasting  Operational Analytics  ERP  Project Costing TECHNOLOGY  Advisory Services  Application Development & Maintenance services  Business Intelligence & Big Data  Cloud Strategy and Implementation  Independent Verification & Validation  Infrastructure Services  Managed Services  IT Service Management  Procurement Services  Business Strategy  Managed Services & Outsourcing  Advisory Services  Analytics  Governance POWER The of Emtec
  23. 23. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com

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