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Rapid Tools Overview (SWIFTSuite)


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Reduced ERP Implementation costs and deployment times by 70%;
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Rapid Tools Overview (SWIFTSuite)

  1. 1. Automated Intelligence for the Oracle e-Business Suite SWIFT Suite Rapid Deployment Toolkit – Implementation Method
  2. 2. Implementation Methodology With SWIFTSuite
  3. 3. Introduction <ul><li>Acceleration of a project by 50%-75% </li></ul><ul><ul><li>Does NOT use a pre-configured solution </li></ul></ul><ul><ul><li>Introduction to the SWIFTSuite tools </li></ul></ul><ul><ul><li>Introduction to how the SWIFTSuite methodology can be incorporated into any methodology to create a Rapid (Accelerated) solution . </li></ul></ul><ul><li>SWIFTSuite </li></ul><ul><ul><li>Automate many tasks in the methodology </li></ul></ul><ul><ul><li>Make changes to the Oracle Application from a graphical environment </li></ul></ul><ul><ul><li>Graphical business flow configurator </li></ul></ul><ul><ul><li>Graphical business process configurator </li></ul></ul><ul><ul><li>Enables you to think of different ways to accelerate and reduce the risks of tasks that can not be automated. </li></ul></ul><ul><ul><li>Creates a collaborative environment with the end user for more effective change management and early ownership of the application in the project life cycle. </li></ul></ul>
  4. 4. SWIFTSuite <ul><li>Consists of </li></ul><ul><ul><li>Tools </li></ul></ul><ul><ul><li>Implementation Methodology </li></ul></ul>
  5. 5. SWIFTSuite PRODUCTS SWIFTSuite – “Integrated Suite of Products”
  6. 6. SWIFTSuite Tools <ul><li>SWIFTConfigurator </li></ul><ul><ul><li>A simple to use GUI tool that allows you to modify the business flows and configurations of the Oracle e-Business Suite to meet the needs of your business </li></ul></ul><ul><li>SWIFTBUILD </li></ul><ul><ul><li>A tool consisting of </li></ul></ul><ul><ul><ul><li>100+ business flows across 35 countries </li></ul></ul></ul><ul><ul><ul><li>A knowledge base of configurations for many oracle modules </li></ul></ul></ul><ul><ul><ul><li>A HTML interface to allow easy modifications to flows and configurations </li></ul></ul></ul><ul><ul><ul><li>Injector technology to allow the creation or maintenance of an Oracle e-Business suite instance </li></ul></ul></ul><ul><ul><ul><li>Simulation technology – to allow the simulation of one or more changes to a flow or configuration – REAL TIME – and then undo the change </li></ul></ul></ul><ul><ul><ul><li>Regression testing – every function point, every language, every country – full regression data kit supplied – add your own data as needed </li></ul></ul></ul><ul><ul><ul><li>Load configuration data from Excel [Calendars, Chart of Accounts or anything] </li></ul></ul></ul><ul><li>SWIFTMigrate </li></ul><ul><ul><li>Load data from Excel directly into Oracle and have it PRE-VALIDATED </li></ul></ul><ul><ul><li>Consistent interface, easy to deal with errors </li></ul></ul><ul><ul><li>Customers, suppliers, items, boms, routings, gl balances, item balances, xxx,xxx,xxx, </li></ul></ul>
  7. 7. What else do you get ? <ul><li>User Reference Manuals </li></ul><ul><li>Training Materials </li></ul><ul><li>Easy to Install Oracle instance in multi node / multi instance configurations </li></ul><ul><li>Localizations configured for each country </li></ul><ul><li>Legal and tax reports for financial reporting </li></ul><ul><li>Ready to use customer facing documents </li></ul><ul><li>Ready to use Financial Reports </li></ul><ul><li>Installation Instructions </li></ul><ul><li>Self tuning application </li></ul><ul><li>Close to zero administration required for continued operations </li></ul>
  8. 8. Reference Manuals
  9. 9. Reference Manuals
  10. 10. Reference Manuals
  11. 11. Oracle Method: Framework EVALUATE DESIGN/BUILD INTEGRATE IMPLEMENT ANALYZE Establish technical strategy development infrastructure Monitor and manage Evaluate stage Infrastructure Management Development Management Business Process Management Benefits Realization Change Management Organizational Design Program Management <ul><li>We provide : </li></ul><ul><li>a 4 step installation instruction set for Oracle Applications on Red Hat Linux [Approx 1+ hours] </li></ul><ul><ul><ul><li>don’t forget it is fully patched with languages, localizations </li></ul></ul></ul><ul><ul><ul><li>you only need one [PROD or TEST] instance as you can throw away and rebuild </li></ul></ul></ul><ul><ul><ul><ul><ul><li>As many times as you need </li></ul></ul></ul></ul></ul>
  12. 12. Full configuration information Localization and legal needs Full reference manuals and Videos [videos in english]
  13. 13. Country Localizations Applied and Tested Local Tax and Statutory Reports included
  14. 14. 本地化报表清单(已发布) Localizations   报表名称(中文) 报表名称(英文) 模块 1 凭证打印 Journal Print 财务 2 明细帐打印 Ledger report 财务 3 现金银行日记帐 Cash and bank daily ledger report 财务 4 库存收发存明细报表 Inventory receipt, shipment and on-hand report 分销 5 现金流量表 Cashflow statement 财务 6 凭证 - 单据对应报表 Journal - document list report 财务 7 凭证编号客户化 Journal numbering customization 财务
  15. 15. Localizations   报表名称(中文) 报表名称(英文) 模块 8 应收应付过帐摘要客户化 AP/AR post to GL description customization 财务 9 供应商 余额汇总表 Payable-vendor balance summary report 财务 10 客户余额汇总表 Receivable-customer balance summary report 财务 11 供应商帐务明细表 Payable-vendor balance detail report 财务 12 客户帐务明细表 Receivable-customer balance detail report 财务 13 采购到货开票明细 PO/Receipt/Invoice/Payment/Journal tracking report 财务 / 分销 14 销售订单发运开票收款 SO/Shipment/Transaction/Receipt/Journal tracking report 财务 / 分销 15 销售毛利报表 Sales order gross margin report 分销
  16. 16. Localizations
  17. 17. Localizations
  18. 18. Documentation <ul><li>Customer Facing Documents </li></ul><ul><li>Invoice </li></ul><ul><li>Purchase Order </li></ul><ul><li>Statement </li></ul><ul><li>Remittance Advice </li></ul><ul><li>Cheque </li></ul><ul><li>Receipt </li></ul><ul><li>Balance Sheet </li></ul><ul><li>Income Statements </li></ul>
  19. 19. BR100 – System configuration information This can be generated at any time for any or all levels of the system
  20. 20. BR100 – System configuration information Reports all Activities : Lists the tables used during the selected period : Audit Trails of all changes
  21. 21. Benefits <ul><li>Low Risk </li></ul><ul><ul><li>Minimizes human error </li></ul></ul><ul><ul><li>Knowledge base contains many configurations </li></ul></ul><ul><ul><li>Knowledge base guides consultants on what to do </li></ul></ul><ul><ul><li>Configuration changes can be made real time, simulated and undone, redone until the desired result is achieved </li></ul></ul><ul><ul><li>All configuration changes can be subject to full regression testing at any time thus ensuring the consistency of the application across modules, countries and languages </li></ul></ul><ul><li>Higher Margin </li></ul><ul><ul><li>Consultants are required to discuss business issues with the customer and recommend best practices. </li></ul></ul><ul><ul><li>Configuration of the application has been minimized and automated </li></ul></ul><ul><ul><li>Testing of the application has been automated </li></ul></ul><ul><ul><li>The implementation takes 50%-75% less time due to </li></ul></ul><ul><ul><ul><li>Use of methodology to assist Analyze, Design and Build Phases </li></ul></ul></ul><ul><ul><ul><li>automated production of oracle solution, automated regression testing, availability of user reference manuals and training materials </li></ul></ul></ul><ul><ul><ul><li>Oracle Application requires 0 patches at CRP time due to automated extensive testing [for documented functionality] </li></ul></ul></ul>
  22. 22. THE METHOD <ul><li>Analyze </li></ul><ul><li>Design/Build </li></ul><ul><li>Integrate </li></ul><ul><li>Transition / Implement </li></ul><ul><li>Production </li></ul>
  23. 23. Oracle Method: Framework EVALUATE DESIGN/BUILD INTEGRATE IMPLEMENT ANALYZE Support development and plan/produce Infrastructure Support integration and install prod infrastructure Support implementation and Maintain Infrastructure Establish technical strategy development infrastructure Design and build RICE Support testing activities Establish applications Development framework Manage conversion activities Design, build and test the target process solution Conduct functional and integration testing Define target process blueprint Develop user procedure documentation Pilot and measure benefits realization Define benefits realization Opportunities, strategy, plan Monitor and manage change Develop comprehensive Change Mgmt approach Design program learning Refine and execute program learning Define program learning approach Design, build and test the target process solution Conduct functional and integration testing Define target process blueprint Finalize implementation strategy and define plan Manage implementation planning and transition Monitor and manage program Establish program Monitor and manage Evaluate stage Infrastructure Management Development Management Business Process Management Benefits Realization Change Management Organizational Design Program Management All in the red rings can be supported by the tool Execute implementation Cutover and rollout Post implementation Support and review
  24. 24. ANALYZE
  25. 25. ANALYZE – Configure an Oracle Solution in hours !! Oracle E-Business Suite <ul><li>Enter your company Structure </li></ul><ul><li>multiple companies </li></ul><ul><li>multiple countries </li></ul><ul><li>multiple sets of books </li></ul><ul><li>multiple currencies </li></ul>Generate <ul><li>Select the </li></ul><ul><li>business flows </li></ul><ul><li>oracle modules </li></ul><ul><li>languages </li></ul><ul><li>countries </li></ul>Ready in a few hours KnowledgeBase Customers, Products, & Everything Else! Service Financials HR Procurement Marketing Sales Supply Chain Order Management
  26. 26. Analyze – Load Your Data into the Solution Excel CSV DB Customer Data Load data from your legacy system Point and click the results MIGRATE II Customers, Products, & Everything Else! Service Financials HR Procurement Marketing Sales Supply Chain Order Management Oracle E-Business Suite
  27. 27. Analyze – GROUP SESSIONS to compare Global best business practice flows with your business GAP ANALYSIS
  28. 28. DESIGN / BUILD
  29. 29. DESIGN / BUILD Lets look at the Gap And How to apply it to an Oracle e-Business Suite Solution
  30. 30. Demand to Deliver Store/Phone/Multi Customer request to order with you Sales Orders Transactions appears in your Sales Order System MDS/MPS/MRP Manufacturing Planning Plan the capacity of the shop floor and the material required to make it as many times per day as you need. Be able to promise to your customers a firm completion date. Planning Customer contact and place order Sale Order Transaction New Order Types Differenct Product Items Sales Order Credit Check
  31. 31. Demand to Deliver (cont.) Processing orders is easy with Picking Tickets & Packing slips Shipping Picking can automatically pick up the order when it has finished in production and give it shipping Shipping Shop Floor Production See you Shop Floor Graphically. Know Where your order is And when it will be finished Collect Once the order is processed it converts to a Cash Sale or Invoice, with the click of a button Receivable Different Routing, Department, Resources
  32. 32. Procure to Pay Not allow preparer to approve Not allow preparer to approve Requisition Employee enters a Purchase request from his Employee Access screen. Purchase Order The supervisor approves the request and it automatically becomes a Purchase order. Receive Items When the items arrive you can receive against the Purchase Order Pay You control when you pay the invoice, and whether you send a cheque or electronic funds transfer
  33. 33. Current, Accountable Financials Require journal approval Able to adjust in last period of year Journals Get your routine accounting automatically from sales, purchasing, stock adjustments and bank reconciliation Adjustments Enter additional adjustments and allocations in audit adjustment period Reporting Monthly and annual financial reports, plus all your taxation reporting needs
  34. 34. GAP CHANGES All the gap changes can be entered into the Knowledgebase Or If the gap is something every customer would want to change – extend the Business unit configuration template to incorporate these questions From there the SWIFTConfigurator engine will take care of it.
  35. 35. Other Gaps – the common questions that arise <ul><li>Business Flow changes </li></ul><ul><li>Inter-company transactions / inter-country transactions </li></ul><ul><ul><li>(Configure relationships, Std Oracle functionality, can be set in the Knowledgebase) </li></ul></ul><ul><li>Consolidation </li></ul><ul><ul><li>(Can be set in the knowledgebase) </li></ul></ul><ul><li>Multiple Production lines in a factory </li></ul><ul><ul><li>(BOM/Routings? – load the data with MIGRATE II) </li></ul></ul><ul><li>Multiple Factories (Multiple Companies / Multiple plants) </li></ul><ul><ul><li>Requires Adv Planning – ASCP and APS modules are available </li></ul></ul><ul><li>Multiple Plants (One company / Multiple plants) </li></ul><ul><ul><li>Std MRP – provided with the base ERP system </li></ul></ul>
  36. 36. Other Gaps <ul><li>Data </li></ul><ul><ul><li>Payment Terms, Quick Codes, Chart of Accounts, Bank details, Employees, Job Positions, UOMs </li></ul></ul><ul><ul><ul><li>MIGRATE II or SWIFTConfigurator will load this data </li></ul></ul></ul><ul><li>Other Oracle modules </li></ul><ul><ul><li>(EAM, ASCP, Advanced Planning, Projects etc.- many additional modules and wizards available) </li></ul></ul><ul><li>Reports </li></ul><ul><ul><li>(Reports Executables, Parameters, Concurrent Programs, Binaries deployment – the touch points into Oracle can be undertaken with the tool. The report customizations need to be undertaken in the traditional manner) </li></ul></ul><ul><li>Customizations and 3 rd Party Solutions </li></ul><ul><ul><li>(Binaries deployment, Executables registration, Menu configurations, Concurrent Programs, FlexFields – can all be managed by SWIFTSuite) </li></ul></ul><ul><li>Languages </li></ul><ul><ul><li>(Simplified/Traditional Chinese, Japanese, Korean, Thai, Latin America Spanish- all languages supported by Oracle are supported by SWIFTSuite) </li></ul></ul>
  37. 37. GAP ANALYSIS OBJECTIVES <ul><li>Objective of the Gap Analysis is : </li></ul><ul><ul><li>To drive and ensure successful Change Management </li></ul></ul><ul><ul><li>To allow the users to see and touch the Oracle system with the proposed solution </li></ul></ul><ul><ul><li>To determine what gaps exist between the business and the solution </li></ul></ul><ul><ul><li>To analyze the gaps and propose ways TO ENSURE the business will work within the proposed solution </li></ul></ul><ul><ul><li>To document the gaps that are only absolutely necessary for the business to run and only after every other possible alternative has been exhausted </li></ul></ul><ul><ul><li>To ensure the users understand what reports are [and are not] available </li></ul></ul><ul><ul><li>To finalize the rollout plan and the customer resources that will be required to support the rollout and when </li></ul></ul><ul><ul><li>To obtain commitment to the Gap Analysis as the only additional changes that will be required prior to going LIVE </li></ul></ul><ul><ul><li>To obtain commitment to the rollout plan to minimize or eliminate the possibility of delays </li></ul></ul>
  38. 38. Analyze – Approve the GAP ANALYSIS
  39. 39. DESIGN / BUILD <ul><li>STEP 2 : DESIGN / BUILD </li></ul><ul><ul><li>Apply GAP to the SWIFTSuite Knowledge Base </li></ul></ul><ul><ul><li>Generate the final Oracle solution </li></ul></ul><ul><ul><li>Fully test the final Oracle solution </li></ul></ul><ul><ul><li>Develop user procedure documentation </li></ul></ul><ul><ul><li>Design Program Learning </li></ul></ul>
  40. 40. A Q & Q U E S T I O N S A N S W E R S