Leveraging Packaged Analytics when Implementing your ERP

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.

Agenda
Introduction
Solution Overview
Implementation Approach
TransUnion Case Study
Best Practices
2

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

Presentation Objectives
• Understand benefits of implementing analytics and ERP systems
together
• Best practices for implementation
• Data validation and testing strategies
4

Solution Overview

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

•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

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

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

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

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

TransUnion Case Study

Case Study: PeopleSoft and OBIA
Implementation

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

Geographic Scope
•United States
•Latin America and Mexico
•Canada
•South Africa
•Hong Kong
•India
16

Business Environment Challenges
•Transactional volumes
–Customers
–Price Rules
–Transactions
–Invoices
•Multiple languages
•Unified method needed to report master data
across geographies
17

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

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

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

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

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

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

Leveraging Packaged Analytics when Implementing your ERP

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