The document discusses the implementation of Oracle Financials Cloud using the Oracle Unified Method (OUM), which streamlines the process compared to traditional on-premises installations. It outlines the scope of work, customer challenges, and solutions, emphasizing training and effective communication to aid migration from existing systems. Key objectives include rapid delivery, adherence to best practices, and maximizing standard functionality for improved financial management.

1. Session ID:
Prepared by:
Case Study:
Managing an Oracle Fusion
Financials Implementation
with Oracle Unified Method
How implementing a cloud application
is significantly different than the
requirements-based approach to on-
premises implementations
10646
@JadeGlobal

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3. Oracle Financials Cloud
OUM Cloud
Sample Deliverables
Challenges Faced
Agenda
3

4. Oracle Financials Cloud Service
We implemented

5. Oracle Financials Cloud
• Oracle Financials Cloud Service is a complete and
integrated financial management solution with
automated financial processing, effective
management control, and real-time visibility to
financial results.
• A modern user experience and contemporary,
information-rich features provide everything you
need to make better decisions, meet financial
compliance and improve your bottom line.

6. Scope
• Customer
– Jade Global
• Oracle Financials Cloud
– Modules
• General Ledger
• Payables
• Cash Management
– Countries
• USA $
• India (rupee)
– Entities
• 2
– Data Conversion
• QuickBooks
• Tally
– Integrations
• Custom Receivables System
6

7. OUM Cloud
Oracle Unified Method
Cloud
Application Services Implementation Approach

8. Oracle Unified Method
1. Oracle’s standards-based method used for all IT
projects
2. An implementation approach that is rapid,
broadly adaptive, and business-focused.
3. An application with:
• Overview Materials - Provide an overview of OUM's approach to IT
projects.
• Guidelines - Phase, process, task, role, and output guidelines.
• Work Products - Work Products enable fast and easy creation of high
quality outputs.
• Tailored Work Breakdown Structures – Enable an easy start.

9. Implement Focus

10. Implement Focus

11. The Oracle Project Management Tool
Made for Cloud Implementations
• Cloud Application Services Implementation Approach
Solution Delivery Guide
11

12. OUM Cloud Objectives
• Rapid design, configuration and deployment of an
initial release of the software solution consisting of
standard functionality
• Emphasis on getting clients up and using the new
system in less time and at a lower cost
• Maximize use of best practices inherent in the
product
• Implementation of standard business rules,
standard integrations and standard data loads.
• To the extent possible, implementation of additional
functionality and custom integrations should be
addressed in subsequent releases.
12

13. OUM Cloud Phases
13

14. Sample deliverables
TE-010
TE-025
MC-040
Rapid Implementation Worksheet

15. Oracle Cloud Templates – over 300!
15

16. AIM to Cloud Mapping
16

17. MC-040 Functional Design
17

18. TE-010 Validation Strategy and Plan
18

19. TE-010 Validation Strategy and Plan
19

20. TE-010 Validation Strategy and Plan
20

21. TE-025 Validation Script for Receivables
21

22. Rapid Implementation for GL
22

23. Challenges faced
Consultant
Client

24. Consultant challenges
• Little expertise in Oracle Financials Cloud
• Little expertise in OUM
24

25. Solution – Oracle Financials Training
• Oracle Financials Cloud: Financials Implementation
Training
– Part 1
– Part 2
• Train the Trainer
– Have leads attend Oracle training
– Have leads train team members
• Publish training on project site
25

26. Solution – OUM Training
• OUM Cloud Delivery Readiness Training
– Training
• Have Project Manager attend Oracle training
• Have Project Manager train team members
• Have team members attend Oracle training
• Have team members train SMEs
• Publish training on PMO site
26

27. Solution – Training and Collaboration
27

28. Customer Challenges
• Scope determination
• New to Fusion Cloud
• Migration from QuickBooks and Tally
• The customer was ourselves
28

29. Customer Solutions
• Explain project method and process
• Train in Oracle Financials Cloud
• Keep communication channels open
• Publish questions and answers to create a
knowledge base
29

30. • Understand the Cloud Model and its limitations
and benefits
• Utilize OUM Cloud
• Train end users as soon as possible
• Understand Oracle Cloud Environment
provisioning
• Invest in a good implementation team
30
Advice for would-be cloud customers

31. Thank you
Connect with us
Have a question? Feedback? Suggestion? Enquiry?
Email
marketing@jadeglobal.com
Phone
1-877-JADE4IT