Oaug Ebp Crp Findings


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  • Oaug Ebp Crp Findings

    1. 1. OAUG EBP CRP Findings Atlanta October 21, 2005
    2. 2. <ul><li>Purpose for Presentation </li></ul><ul><li>Genpact Introduction </li></ul><ul><li>Case Studies and Detailed Review of Product Comparison </li></ul>Agenda Agenda
    3. 3. Purpose of Presentation <ul><li>Review Status of CRPs for Oracle Enterprise Budgeting & Planning </li></ul><ul><ul><li>Originally this presentation was to focus on the completed implementations of Oracle EBP. </li></ul></ul><ul><ul><li>These projects with V1 have been placed on hold until the release of V2 in September of 2005 which appears to be substantially more mature in functionality and technology. </li></ul></ul><ul><li>Review Comparative Analysis Versus Competitive Products </li></ul>
    4. 4. <ul><li>Purpose for Presentation </li></ul><ul><li>Genpact Introduction </li></ul><ul><li>Case Studies Introduction and Detailed Review of Product Comparison </li></ul>Agenda Agenda
    5. 5. Genpact Overview and History GE Capital International Services Shared Service Center 1997 to 2004 Genpact 2005 Genpact 80+ Global 2000
    6. 6. A Snapshot of Our Global Operations Industry-Specific Processes Applications & Technology Denotes a Genpact operating location Oracle <ul><li>Genpact is the 4 th largest Oracle E-Business Suite Consulting Organization </li></ul><ul><li>Genpact Supports Over 65 Global Instances </li></ul>Finance / Accounting <ul><li>We process 60% of GE’s payables globally – $40 billion in payables over 6 mil. invoices </li></ul><ul><li>We close the books and manage SEC reporting for 15 GE Capital businesses </li></ul><ul><li>We process over $4 billion of outbound billing invoices </li></ul>Global Operations <ul><li>We reconcile loan balances across GE’s 2,600+ legal entities across 48 currencies </li></ul><ul><li>We reconcile 90,000 accounts for 28 businesses globally </li></ul><ul><li>We serve clients in 40 countries, in 19 languages </li></ul><ul><li>Our 18,000 employees have 27 nationalities </li></ul>Consumer Lending <ul><li>We manage collections across 250,000 private label credit cards daily </li></ul>Insurance <ul><li>We process 720,000 insurance claims annually </li></ul>Retail <ul><li>We handle $35 billion in daily cash settlements for 30 retailers </li></ul>Energy <ul><li>We manage billing for a billion dollar energy services business </li></ul>
    7. 7. <ul><li>Purpose for Presentation </li></ul><ul><li>Genpact Introduction </li></ul><ul><li>Case Studies and Detailed Product Review </li></ul>Agenda Agenda
    8. 8. Case Studies Introduction <ul><li>Genpact Internal Implementation </li></ul><ul><li>Product Evaluation for multiple 3-20B+ Businesses </li></ul>
    9. 9. Internal Projects Current Tollgate with No issues Current Tollgate with Minor issues Current Tollgate with Major Issues Genpact WAM (SSO) Identity Management Data Center Separation SSO ID Migration Mail & Messaging Global Connectivity POP Migration Dial VPN LAN/WAN separation Ebusiness Suite TG3 15 Mar 05 TG4 17 Apr 05 TG4 18 Mar 05 TG3 & TG4 3 Apr 05 TG5 18 Apr 05 TG1 10 Mar 05 TG2 30 Mar 05 TG3 5 Apr 05 TG4 2 May 05 TG5 20 June 05 TG2 11 Apr 05 TG3 4 May 05 20 June 05 13 May 05 TG5 20 Apr 05 TG5 TG3 30 Mar 05 TG5 12 May 05 TG2 TG4/TG5 - Mail TG5 5 June 05 TG2 14 Mar 05 Active Directory TG4 & TG5 7 Apr 05 Mgmt Rail Application Migration TG5 1 June 05 TG3 22 Mar 05 eTnL 27 Mar 05 Genpact Portal Learning Mgmt System TG2 20 May 05 TG3 & TG4 14 Jun 05 TG2 19 Apr 05 TG3 12 May 05 TG4 TG5 31 May 05 1 June 05 TG5 6 Apr 05 TG5 TG1 29 Mar 05 TG4 20 Apr 05 TG3 & TG4 1 Apr 05 17 May 05 TG3 18 Apr 05 TG4 18 May 05 TG3 5 Mar 05 TG4 TG3 6 Apr 05 TG4/TG5 -IM 10 May 05 IM – Ph 1 Mail – Ph 1 TG5 15 Jun 05 TG3 17 Mar 05 Ph1 (GGN,HYD, MEX) TG4 & TG5 Ph2 (Other Sites & Integration) 29 Apr 05 TG6 (Stress Test) 12 May 05 Core HR with reports SSO enabled with HRSS & e-EMS (1000, 0) 27 May 05 TG5 3 Jun 05 (3567, 0) (7627,1000) (11539,3567) (12391,7627) 13 May 05 27 May 05 (12391,11536) 10 June 05 (12391,12391) 24 June 05 * * * * * * Data Migration to NAS Ph1 – LMS with Guest ID access All user mailboxes created   TG4    Sametime & Blackberry Rollout Webchat rollout E-mail & AD integration 20 Aug 05 TG1 1 May 05 TG2 20 May 05 TG3 15 June 05 TG4 & TG5 25 July 05 eTnL go-live Remoteoffice.com go-live SSO enable SSO enable       Project Phase 1 completed Project Completed GESS App migration 1 Mar 05 15 Mar 05 1 Apr 05 15 Apr 05 1 May 05 15 May 05 1 Jun 05 15 Jun 05 1 July 05 15 July 05 1 Aug 05 15 Aug 05 1 Sep 05 15 Sep05 30 Sep 05
    10. 10. IT Transition Phase I ( Jan 1 to June 30) <ul><li>IT Transition Execution – The Organization </li></ul><ul><li>Central PMO to coordinate and risk manage all projects (50+ projects, 400+ project team) </li></ul><ul><li>Global Help Desk (24x7) to provide L1 and L2 support for all Genpact locations & mobile employees </li></ul><ul><li>Comprehensive ‘All Employee’ communication and Web Site on the IT Transition </li></ul><ul><li>Transition Ambassadors for floor-level support to process associates </li></ul><ul><li>IT Clinic for handling special requirements of leadership, contractors, remote employees </li></ul><ul><li>Representative Projects </li></ul><ul><li>Establish Data Center, Network Infrastructure, Security </li></ul><ul><li>Establish desktop standards, Inventory Physical Assets </li></ul><ul><li>Define Corporate Structure, Processes, Hierarchy, New Organiziations, Acquisition of Creditek </li></ul><ul><li>Implement Administrative Applications – Oracle HR/Payroll, Financials </li></ul><ul><li>Evaluate and Implement Supporting Systems – EBP, OFA, LMS, Blackberry, Email </li></ul><ul><li>Implement New Systems – Siebel CRM </li></ul><ul><li>Establish Global Help Desk (24x7) to provide L1 and L2 support for all Genpact locations & mobile employees </li></ul>
    11. 11. Sample Challenges Genpact POP Migration : Move to Genpact POP at Cincinnati Challenges : Ordering & commissioning of approx. 70 T1s & 2DS3s and migration of Voice & Data circuits and IGX equipment to Genpact POP. LAN & WAN separation : Setting-up of Genpact 58.x network Challenges : Obtaining of 50,000 Public IP addresses. Installation of approx. 100 network devices (Routers, Switches, Firewalls) with-in short time. Setting-up of standards for Genpact connectivity to customers (Firewall rules). Establish Infrastructure : Procure and Install 700 Servers – 20 Terabytes of data
    12. 12. Genpact Internal EBP Project <ul><li>Genpact Team Trained Along with OCS </li></ul><ul><li>Genpact is co-located with Oracle Development in Hydrabad </li></ul><ul><li>Implemented EBP v1 in Stand Alone Fashion </li></ul><ul><li>Developed Business Cases with CFO </li></ul><ul><li>Discovered Functional Issues Causing Delay </li></ul><ul><ul><li>Inability to Customize </li></ul></ul><ul><ul><li>Did not support complex allocations </li></ul></ul><ul><ul><li>Multiple sets of books issue in V1 </li></ul></ul><ul><ul><li>References Indicated Problems in V1 </li></ul></ul><ul><li>Implemented OFA Until EBP Allocations is Enhanced </li></ul><ul><li>Validated Technology Support Superiority to ESSBASE </li></ul><ul><li>Created EBP Evaluation and CRP Center for OFA / Hyperion Conversions </li></ul>
    13. 13. Multi-Company Evaluation 0 2 4 6 8 No of Businesses 3 3.5 7.5 Hyperion Cognos/Other OFA Businesses primarily using these tools for consolidation End of Life – New Tools Needed
    14. 14. Basis for Evaluation Does one size fit all? AMR Research Report July 2005 Should we consolidate our reporting tools? Should we combine our Planning Analysis and Reporting tools? Questions External Drivers for New EPM Tools
    15. 15. Industry Perspective – Why Do Anything <ul><ul><li>Nearly 70% of the company surveyed indicates that integration with underlying business application are supporting data is of highest importance. </li></ul></ul><ul><ul><li>High contribution planning comes next, at 60% </li></ul></ul><ul><ul><li>Control of the process beyond “ spreadsheet hell” ranks third , with slight more than 50%. </li></ul></ul><ul><ul><li>Accelerating the frequency of planning cycle places fourth, with slight less than 50%. </li></ul></ul>AMR Research Report July 2005
    16. 16. Does One Size Fit All Business AMR Research Report July 2005
    17. 17. Architecture Cost to implement, maintain, manage Product Suite Implementation cost, services, Hardware, Software Integration Oracle and Hyperion direction, manage business complexity, time Capabilities/ Functionality Complexity in business, reporting requirements, CTQs Ease of Migration Cost of implementation, support, CTQs Strength Vs. Weakness Our Focus on Product Comparison Each Business Unit will have Distinct Needs and Drivers, This is to provide a comparison in those areas that can be relevant across groups
    18. 18. Oracle vs. Hyperion Direction <ul><li>Can you afford to wait for Oracle’s vision </li></ul><ul><li>Do you want to bet on Oracle or Hyperion for the larger integrated vision </li></ul><ul><li>Do you want to migrate to Oracle security and technology platforms for standardization </li></ul>
    19. 19. Architecture Hyperion Planning, Business Rules, Analyzer,Report, Application link(HAL), Esbass, Performance Suite Available as Oracle Apps Responsibility (EPB Admin, Controller, Analyzer) Application Tools Web Client/Java Client/Windows Client HTML Client Essbase application manger manages the task at runtime. Concurrent manager Task management Available to work offline through Performance suite Available within single oracle database, cant work offline. Personal Workspace Partitioned Cubes. Stand alone cubes. Multiple Business process data e.g. Actual, Budget, Forecast Cube <ul><li>3-Tired Structure </li></ul><ul><ul><li>Client - Web, Windows </li></ul></ul><ul><ul><li>Middle Tier – RDBMS </li></ul></ul><ul><ul><li>Data – Essbase </li></ul></ul>Client – HTML Middle Tier – Application Server,BI Beans etc. Data – Oracle DB server Tiered Structure Hyperion EPB
    20. 20. Architecture Oracle GL Oracle HR Other ERP Other Transaction Systems Excel/Flat Files/RDBMS/XML INTEGRATION LAYER Data Meta-Data Essbase EPB Hyperion HYPERION PLANNING WEB APPLICATION SERVER Meta-Data Web Forms Excel RDBMS Planning Repository
    21. 21. Product suite HAL ( Hyperion Application Link) Controller Responsibility, Data load Hyperion Reports Analyzer Reporting Hyperion Analyzer Hyperion Performance Suite Analyzer Responsibility Ad_hoc Query Business Rules Hyperion Performance Suite Controller Responsibility Modeling/Rules Hyperion Planning Controller, Admin, Analyzer Responsibility Budgeting & Planning Hyperion EPB
    22. 22. Product Integration Different tools like HAL, Load rules , ETL tools can be used to load data. Structures and data from OGL can be automatically loaded into EPF and EPB. Integration between Meta data of Various Hyperion applications using Hyperion Hub. EPB is part of Oracle CPM which allows other family product to access data/metadata Metadata Data Extract: Excel, XML Based, Text, Excel, PDF Data Extract: Excel, HTML, Text( Fixed, CSV), XML Based Data Entry: Excel , XML Based, Web Entry, Custom Entry using API Data Entry : Worksheet User Interface HAL and Load rules which provide limited ETL Facility. 3rd party ETL tools can also write to esbass database. Data from GL can be directly load into EPB, for other feeds any tool for loading relational tables can be used, such as SQL Loader, Oracle Warehouse Builder, or 3rd party ETL tools. ETL/ Dataload No Direct Link to ERPs Tightly integrated with Oracle Apps. Available for Oracle e-Business Suite 11.5.9+ (11.5.10) ERP Application Hyperion EPB
    23. 23. Functionality/ Capability Version can be managed through version dimension. Systems has inbuilt functionality to maintain version for budgets Version capability In absence of direct link with Oracle GL , extracts can be made possible through ETL tools. Current version of EPB can connect to only one SOB.*( Ver 2.0 will support msob) Set of books Possible If using Performance Suite Not possible Working offline Alerts can be generated by using third party tools. e.g ( Java scripts, unix scripts, ETL) Rule based exceptional Alert feature for Business process run. e.g( list of business reporting losses) Exception Alert Workflow and process management capabilities for single stage Email Notification Approve, Reject, Promote Workflow driven Security Features Workflow based business process can be created with multiple levels Facility of notification Shadow responsibility Workflow driven security Workflow Easily scalable Easily scalable Scalability Supports 12 Languages Support 28 Language Language Hyperion EPB
    24. 24. Functionality/ Capability Rich features to implement targeted calculations and complex allocations Complex allocation not possible Business rules Data entry Forms : Web forms , Excel data entry , Validation on submission: Web forms for data entry with the option of setting up validations and controls. Automation: Generate worksheet, Distribute worksheet, Manage submission window Modeling capabilities: Calculations,Spread, grow, copy, Aggregation, Assumptions Extending the worksheet: Personal dimension members, Extending the hierarchies Validation on submission: Constraints, guidelines,Approval Data entry Batch loads through Flat files, Excel, XML or directly from RDBMS SQL loader, ETL tool. Excel upload will be available in Version 2. Data load Possible Not possible with version 1 or version 2. Customization Can be managed from dimension values for Cube. EPB provides forecasting feature to for required time period basis rules Forecasting Graphical tool for creating Business Rules Model design possible during creation of business process. Financial rules Possible along with dimensional builds Not possible with ver 1.0, should be available in V2. You currently load 1 month at a time. Bulk data load Hyperion EPB
    25. 25. Migration Path from OFA to… Meta Data and Data can be extracted out of OFA and HAL can be used to build applications in Hyperion. There is standard migration document from Oracle is available which tells on various migration paths from OFA/OSA to EPB. Process There is no migration tools as such available in the market. Oracle provides migration path to existing customer of OFA/OSA to migrate their implementations to EPB. Tools Hyperion EPB
    26. 26. Strength Vs. Weakness Not flexible whenever there is any change in structure say, change in business process. For e.g. just to add new dimension in same database, need to structure complete database again. Limited Feature of target calculations and allocations. OFA migration is not straight forward. Customization not possible in ver 1.0 Integration with Excel entry is not possible in current version. Hyperion products are scattered, and not integrated in one tool. Very recently launched product, so not much of the success stories available. Weakness Integrated with Oracle business suite hence easy to implement for businesses using Oracle Applications. Easy processes available for customization. Can be Easily Migrated to OFA Covers all the bases but without the integration of Oracle EPB lies on well proven architecture of Oracle Applications. Strength Hyperion EPB
    27. 27. Recap <ul><li>EPB ver 2.0 needs to be tested in terms of Functionality, Technology, and stability </li></ul><ul><li>Oracle will be more tightly integrated with technologies, EPM and with ERP system </li></ul><ul><li>Few available consultants today, likely more consultants will be widely available for Oracle solutions </li></ul><ul><li>Unified skill set required across apps and EPB </li></ul><ul><li>Hyperion works today for Functionality, Technology, and is largely bug free </li></ul><ul><li>Hyperion is not integrated and will be more difficult to maintain over time </li></ul><ul><li>Hyperion may be more open to external integration over time </li></ul><ul><li>Hyperion will require many different technology skill sets </li></ul>Planned Functionality is Likely Similar
    28. 28. APPENDIX