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PLANNING YOUR MOVE
TO THE CLOUD: USER
EXPERIENCE
Tim Dubois (Senior Director Oracle Applications User Experience)
and Lucas Jellema (CTO AMIS & Oracle Developer Champion)
October 1st, Oracle OpenWorld 2017, San Francisco
OVERVIEW
• Introductions
• The only way is up
• Finishing touch on Oracle SaaS out of the box
• Internal theming, styling and configuration of menus & dashboards
• External UI Mashups leveraging Oracle PaaS Cloud
• Enabling SaaS in the wider corporate IT context
• Integrating and synchronizing data and events
• Cross SaaS UI
• Other aspects of embedding SaaS in IT landscape
• Summary
SMART BUSINESS
• Organizations should only invest in things that
• Allow them to create business value
• Set them apart from the competiton
• Are close to their core expertise
• Are a unique risk
• For most organizations these things do not include
• Managing computers, investing in hardware
• Managing operating systems or databases
• Building custom software
IN X YEARS’ TIME
• No organization can justify to have and manage their own IT means
• To invest capital in infrastructure & platform licenses
• To employ staff to run infrastructure, platforms (and create custom software for non-unique
functionality)
• To not leverage commodity IT with superior quality and economies of scale based pricing
THE ONLY WAY IS UP
• From buy (for peak load) [software & hardware)
to usage based rent
• From pay based on IT metrics
to pay per Business measure
• From on premises to cloud
• From infra and platform
to SaaS (standard applications)
IaaS
PaaS
SaaS
On Premises
OBJECTIVES WITH SAAS
• Providing business users with optimal UX to perform the
tasks they have responsibility for
• Efficient, pleasant, with few errors/high quality
• Regardless of where the data resides they should see
and be able to interact with all data relevant to their
tasks
• On a device and through a UX that fits their
circumstances and needs
TIM: EXTERNAL UI MASHUPS
• <call out to Tim Dubois’ presentation on external UI integration and
mashup in Oracle SaaS>
ENABLING SAAS IN THE WIDER CORPORATE
IT CONTEXT (<> GREEN FIELD)
• Custom applications and 3rd party SaaS
• On premises and in 3rd party clouds
• Existing single sign on facility
• Existing corporate data warehouse
• Existing enterprise facilities for
• Processing incoming and outgoing documents – paper and electronic
• Scheduling and managing batch jobs
• Human workflows, Authorization, Compliance and Auditing
• Notification and communication
• Physical environment of the enterprise and its assets
• User Devices already in use
SYNCHRONIZING & INTEGRATING
• SaaS needs operational data from other systems
• Sales rep working in CRM needs latest status customer complaints
• Events in one SaaS application need to trigger action in another
• Opt-out of customer needs to be processed immediately
• Transaction in one SaaS product requires information [& consent] from
other applications
• An on-line order can only be accepted if the required inventory is available and
can be reserved
• Data in SaaS applications needs to be made available to B2B partners,
government agencies [and UI developers]
• Status of physical assets needs to be recorded in SaaS
• Live signals from IoT Devices need to be processed and stored
TYPICAL SAAS INTEGRATION
REQUIREMENTS
SaaS X
PaaS X
SaaS Y
Custom
App B
On Premises
3rd Parties/Public Internet
B2B Partner
Gov Agency
ERPCustom App A
Data
Warehouse
COMMON QUESTIONS AND CHALLENGES
• What is the trigger?
• push/poll (scheduled), application request/user action
• Is the interaction synchronous or asynchronous
• And if the latter: how to assess success?
• How fresh must the data be, how fast must synchronization happen?
• How much data is exchanged and how frequently does interaction take place?
• What should happen if an exchange fails? How should errors be spotted and
handled?
• What is the availability of all systems involved? How should we deal with systems
that temporary offline?
• Common strategy:
• decoupling through event queue & retry mechanism
CASE: EVOLUTION FROM BROAD CUSTOM ERP
TO MIX OF SPECIALIZED CUSTOM PLUS SAAS
Custom Application
Finance
Warehousing &
Supply Chain Mgt
Planning &
Scheduling
Core Business
Activity
Procurement
EVOLUTION FROM BROAD CUSTOM ERP TO
MIX OF SPECIALIZED CUSTOM PLUS SAAS
Custom Application
Oracle SaaS ERP
Finance
3rd party on premises
Warehousing & Supply
Chain Mgt
3rd party SaaS
Planning &
Scheduling
Core Business
Activity
Oracle SaaS
ERP
Procurement
CASE: MULTI SAAS PRODUCT CX
PLUS CUSTOM ON PREMISES Oracle
Eloqua
Oracle Sales
Cloud
(on Premises)
Custom App
(on Premises)
ESB
ICS
CASE: MIX OF CUSTOM ON PREMISES
AND MULTI VENDOR SAAS
(on Premises)
Custom App
Oracle
Eloqua
SalesForce
Oracle
Service
Cloud
ICS
SWISS ARMY KNIFE OF SAAS INTEGRATION:
ORACLE INTEGRATION CLOUD SERVICE
Oracle Applications, SAP, customer, legacy…
ON-PREMISES
3rd PartyORACLE CLOUD
Salesforce
Oracle
Integration Cloud Service
Oracle SaaS
Applications
Data
Warehouse
ADDRESSING SAAS INTEGRATION
CHALLENGE WITH ORACLE PAAS
SaaS X
PaaS X
SaaS Y
Custom
App B
On Premises
3rd Parties/Public Internet
B2B Partner
Gov Agency
ERPCustom App A
API
SOA
Messaging
ICS
Event
Hub
ACCS
CCS
Functions
IOT
ICS Agent
SOA Suite
Data
Integration
Golden
Gate
GG Agent
OMC
Management
CROSS SAAS UI
• Tailor made UI for specific user groups & roles
• Across multiple pages and with selected information
• Across multiple SaaS & Custom Apps
• On additional devices (mobile, wearable) and interaction channels(chat, voice)
• Human workflow/business process no top of one or more SaaS & custom Apps
• Non functional
• Decouple from availability of SaaS UI
• Save on user licenses
• Enhanced security
• Easier user provisioning
TYPICAL SAAS UI ENABLEMENT
REQUIREMENTS
SaaS X
PaaS X
SaaS Y
Custom
App B
On Premises
3rd Parties/Public Internet
B2B Partner
Portal
WebShop &
Customer Service
Web & ChatBot
ERPCustom App A
Mobile App
for service
engineers
UI for
Planning Staff
Workflow
COMMON QUESTIONS AND CHALLENGES
• Single embedded (mashup) UI
• Context rich (“deeplink”) navigation between SaaS Custom
• Availability of UI (compared to availability of SaaS)
• Which operations are to be supported (read only or more)
• Where is the data to be used and how can it be accessed
• Synchronous, format, authorization, volume
• Shared Authentication between apps? (SSO)
• Common UI questions
• Which devices and channels, i18n, accessibility, theming/styling, non-
functional requirements
CASE: ORACLE JET FOR USER INTERFACES ON TOP
OF ERP & SAAS – FOR EXAMPLE JD EDWARDS
Custom App
CASE: [DATA FROM] ON PREMISES 3RD PARTY
ERP NEEDS TO BE EXPOSED IN TAILOR MADE UI
IFS
Back-end
System
Users Portal ElasticSearch Data Sync MW Svc
Rental
Planning
Rental
Planning
Reference
SOA Suite
WebCenter
Portal
ADF
HTML
JavaScript
http
JSON
REST
http
Java
API
XML
SOAP
http
WebCenter
Portal
APPROACH WITH CUSTOM UI
• Unlock data from SaaS applications
• Using out of the box APIs
• Using ICS (or SOA CS) with Cloud Adapters for SaaS
• By creating direct custom access paths (usually not supported)
• Design APIs for the UI developers to work against
• Or agree with APIs already designed
• Implement APIs
• MCS, API CS, Node on ACCS/OCCS, “Oracle Functions”, SOA CS
• Implement UI
• Oracle JET on ACCS or on mobile device, MAX, Visual Builder CS, Data
Visualization CS, BI, ADF on JCS, Intelligent Bot CS, APEX on DBaaS
• (optionally) Embed custom UI in one or more SaaS applications or in
existing Enterprise Portal or external web site
TACKLING SAAS UI ENABLEMENT
WITH ORACLE PAAS
SaaS X
PaaS X
SaaS Y
Custom
App B
On Premises
3rd Parties/Public Internet
B2B Partner
Portal
WebShop &
Customer Service
Web & ChatBot
ERPCustom App A
Mobile App
for service
engineers
UI for
Planning Staff
Workflow
API
Data
Visualization
Intelligent
Bots
APEX on
DBaaSVisual
Builder
PCS
Mobile
ADF on
JCS
JET on
ACCS
Form, ADF,
APEX, JET
Conversations
/Social Network
MAX
Content &
Experience
BI
OTHER ASPECTS OF SAAS ENABLEMENT
• Authentication & Single Sign On
• Corporate Compliance & Auditing mechanisms
• Corporate facilities for job scheduling, printing, (e)mailing, content
management
• Technical Application Management & End-to-End business
monitoring
• Data Quality: find and resolve data inconsistencies
• Life Cycle Management and (integrated) Test environment
• Cross enterprise reporting and data analytics
• Central DWH, Big Data
SUMMARY
• Rise of Cloud & SaaS
• Extend SaaS by creating and embedding UI mashups
• Using Oracle PaaS: BI CS (OBI EE), DVCS, VBCS and JCS/JCS-SX & SaaS UX
RDKs for ADF, JET, MAF
• Enable SaaS in wider and hybrid context of IT landscape
• UI mashup across SaaS applications – e,g. JET, VBCS, ICS, API CS
• Alternative UI apps on mobile devices, smart wearables, chatbot – MCS, IBCS
• Data & event synchronization across multiple SaaS and custom app & cloud 
on premises – Event Hub CS, Message CS, ICS, Data Integration Platform CS
• Plumbing – Authentication and SSO, Monitoring, Document Store, Print & (e)mail
• Users ideally are fully unaware of the boundaries between applications
• Blog: technology.amis.nl
• Email: lucas.jellema@amis.nl
• : lucasjellema
• : lucas-jellema
• : www.amis.nl, info@amis.nl
+31 306016000
Edisonbaan 15,
Nieuwegein

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Planning your move to the cloud: SaaS Enablement and User Experience (Oracle OpenWorld 2017, SUN7131)

  • 1. PLANNING YOUR MOVE TO THE CLOUD: USER EXPERIENCE Tim Dubois (Senior Director Oracle Applications User Experience) and Lucas Jellema (CTO AMIS & Oracle Developer Champion) October 1st, Oracle OpenWorld 2017, San Francisco
  • 2. OVERVIEW • Introductions • The only way is up • Finishing touch on Oracle SaaS out of the box • Internal theming, styling and configuration of menus & dashboards • External UI Mashups leveraging Oracle PaaS Cloud • Enabling SaaS in the wider corporate IT context • Integrating and synchronizing data and events • Cross SaaS UI • Other aspects of embedding SaaS in IT landscape • Summary
  • 3. SMART BUSINESS • Organizations should only invest in things that • Allow them to create business value • Set them apart from the competiton • Are close to their core expertise • Are a unique risk • For most organizations these things do not include • Managing computers, investing in hardware • Managing operating systems or databases • Building custom software
  • 4. IN X YEARS’ TIME • No organization can justify to have and manage their own IT means • To invest capital in infrastructure & platform licenses • To employ staff to run infrastructure, platforms (and create custom software for non-unique functionality) • To not leverage commodity IT with superior quality and economies of scale based pricing
  • 5. THE ONLY WAY IS UP • From buy (for peak load) [software & hardware) to usage based rent • From pay based on IT metrics to pay per Business measure • From on premises to cloud • From infra and platform to SaaS (standard applications) IaaS PaaS SaaS On Premises
  • 6. OBJECTIVES WITH SAAS • Providing business users with optimal UX to perform the tasks they have responsibility for • Efficient, pleasant, with few errors/high quality • Regardless of where the data resides they should see and be able to interact with all data relevant to their tasks • On a device and through a UX that fits their circumstances and needs
  • 7. TIM: EXTERNAL UI MASHUPS • <call out to Tim Dubois’ presentation on external UI integration and mashup in Oracle SaaS>
  • 8. ENABLING SAAS IN THE WIDER CORPORATE IT CONTEXT (<> GREEN FIELD) • Custom applications and 3rd party SaaS • On premises and in 3rd party clouds • Existing single sign on facility • Existing corporate data warehouse • Existing enterprise facilities for • Processing incoming and outgoing documents – paper and electronic • Scheduling and managing batch jobs • Human workflows, Authorization, Compliance and Auditing • Notification and communication • Physical environment of the enterprise and its assets • User Devices already in use
  • 9. SYNCHRONIZING & INTEGRATING • SaaS needs operational data from other systems • Sales rep working in CRM needs latest status customer complaints • Events in one SaaS application need to trigger action in another • Opt-out of customer needs to be processed immediately • Transaction in one SaaS product requires information [& consent] from other applications • An on-line order can only be accepted if the required inventory is available and can be reserved • Data in SaaS applications needs to be made available to B2B partners, government agencies [and UI developers] • Status of physical assets needs to be recorded in SaaS • Live signals from IoT Devices need to be processed and stored
  • 10. TYPICAL SAAS INTEGRATION REQUIREMENTS SaaS X PaaS X SaaS Y Custom App B On Premises 3rd Parties/Public Internet B2B Partner Gov Agency ERPCustom App A Data Warehouse
  • 11. COMMON QUESTIONS AND CHALLENGES • What is the trigger? • push/poll (scheduled), application request/user action • Is the interaction synchronous or asynchronous • And if the latter: how to assess success? • How fresh must the data be, how fast must synchronization happen? • How much data is exchanged and how frequently does interaction take place? • What should happen if an exchange fails? How should errors be spotted and handled? • What is the availability of all systems involved? How should we deal with systems that temporary offline? • Common strategy: • decoupling through event queue & retry mechanism
  • 12. CASE: EVOLUTION FROM BROAD CUSTOM ERP TO MIX OF SPECIALIZED CUSTOM PLUS SAAS Custom Application Finance Warehousing & Supply Chain Mgt Planning & Scheduling Core Business Activity Procurement
  • 13. EVOLUTION FROM BROAD CUSTOM ERP TO MIX OF SPECIALIZED CUSTOM PLUS SAAS Custom Application Oracle SaaS ERP Finance 3rd party on premises Warehousing & Supply Chain Mgt 3rd party SaaS Planning & Scheduling Core Business Activity Oracle SaaS ERP Procurement
  • 14. CASE: MULTI SAAS PRODUCT CX PLUS CUSTOM ON PREMISES Oracle Eloqua Oracle Sales Cloud (on Premises) Custom App (on Premises) ESB ICS
  • 15. CASE: MIX OF CUSTOM ON PREMISES AND MULTI VENDOR SAAS (on Premises) Custom App Oracle Eloqua SalesForce Oracle Service Cloud ICS
  • 16. SWISS ARMY KNIFE OF SAAS INTEGRATION: ORACLE INTEGRATION CLOUD SERVICE Oracle Applications, SAP, customer, legacy… ON-PREMISES 3rd PartyORACLE CLOUD Salesforce Oracle Integration Cloud Service Oracle SaaS Applications
  • 17. Data Warehouse ADDRESSING SAAS INTEGRATION CHALLENGE WITH ORACLE PAAS SaaS X PaaS X SaaS Y Custom App B On Premises 3rd Parties/Public Internet B2B Partner Gov Agency ERPCustom App A API SOA Messaging ICS Event Hub ACCS CCS Functions IOT ICS Agent SOA Suite Data Integration Golden Gate GG Agent OMC Management
  • 18. CROSS SAAS UI • Tailor made UI for specific user groups & roles • Across multiple pages and with selected information • Across multiple SaaS & Custom Apps • On additional devices (mobile, wearable) and interaction channels(chat, voice) • Human workflow/business process no top of one or more SaaS & custom Apps • Non functional • Decouple from availability of SaaS UI • Save on user licenses • Enhanced security • Easier user provisioning
  • 19. TYPICAL SAAS UI ENABLEMENT REQUIREMENTS SaaS X PaaS X SaaS Y Custom App B On Premises 3rd Parties/Public Internet B2B Partner Portal WebShop & Customer Service Web & ChatBot ERPCustom App A Mobile App for service engineers UI for Planning Staff Workflow
  • 20. COMMON QUESTIONS AND CHALLENGES • Single embedded (mashup) UI • Context rich (“deeplink”) navigation between SaaS Custom • Availability of UI (compared to availability of SaaS) • Which operations are to be supported (read only or more) • Where is the data to be used and how can it be accessed • Synchronous, format, authorization, volume • Shared Authentication between apps? (SSO) • Common UI questions • Which devices and channels, i18n, accessibility, theming/styling, non- functional requirements
  • 21. CASE: ORACLE JET FOR USER INTERFACES ON TOP OF ERP & SAAS – FOR EXAMPLE JD EDWARDS Custom App
  • 22. CASE: [DATA FROM] ON PREMISES 3RD PARTY ERP NEEDS TO BE EXPOSED IN TAILOR MADE UI IFS Back-end System Users Portal ElasticSearch Data Sync MW Svc Rental Planning Rental Planning Reference SOA Suite WebCenter Portal ADF HTML JavaScript http JSON REST http Java API XML SOAP http
  • 24. APPROACH WITH CUSTOM UI • Unlock data from SaaS applications • Using out of the box APIs • Using ICS (or SOA CS) with Cloud Adapters for SaaS • By creating direct custom access paths (usually not supported) • Design APIs for the UI developers to work against • Or agree with APIs already designed • Implement APIs • MCS, API CS, Node on ACCS/OCCS, “Oracle Functions”, SOA CS • Implement UI • Oracle JET on ACCS or on mobile device, MAX, Visual Builder CS, Data Visualization CS, BI, ADF on JCS, Intelligent Bot CS, APEX on DBaaS • (optionally) Embed custom UI in one or more SaaS applications or in existing Enterprise Portal or external web site
  • 25. TACKLING SAAS UI ENABLEMENT WITH ORACLE PAAS SaaS X PaaS X SaaS Y Custom App B On Premises 3rd Parties/Public Internet B2B Partner Portal WebShop & Customer Service Web & ChatBot ERPCustom App A Mobile App for service engineers UI for Planning Staff Workflow API Data Visualization Intelligent Bots APEX on DBaaSVisual Builder PCS Mobile ADF on JCS JET on ACCS Form, ADF, APEX, JET Conversations /Social Network MAX Content & Experience BI
  • 26. OTHER ASPECTS OF SAAS ENABLEMENT • Authentication & Single Sign On • Corporate Compliance & Auditing mechanisms • Corporate facilities for job scheduling, printing, (e)mailing, content management • Technical Application Management & End-to-End business monitoring • Data Quality: find and resolve data inconsistencies • Life Cycle Management and (integrated) Test environment • Cross enterprise reporting and data analytics • Central DWH, Big Data
  • 27. SUMMARY • Rise of Cloud & SaaS • Extend SaaS by creating and embedding UI mashups • Using Oracle PaaS: BI CS (OBI EE), DVCS, VBCS and JCS/JCS-SX & SaaS UX RDKs for ADF, JET, MAF • Enable SaaS in wider and hybrid context of IT landscape • UI mashup across SaaS applications – e,g. JET, VBCS, ICS, API CS • Alternative UI apps on mobile devices, smart wearables, chatbot – MCS, IBCS • Data & event synchronization across multiple SaaS and custom app & cloud  on premises – Event Hub CS, Message CS, ICS, Data Integration Platform CS • Plumbing – Authentication and SSO, Monitoring, Document Store, Print & (e)mail • Users ideally are fully unaware of the boundaries between applications
  • 28. • Blog: technology.amis.nl • Email: lucas.jellema@amis.nl • : lucasjellema • : lucas-jellema • : www.amis.nl, info@amis.nl +31 306016000 Edisonbaan 15, Nieuwegein

Notas del editor

  1. IT organizations face many challenges when integrating cloud applications with existing on-premises applications, and keeping a cohesive user interface is among the top. You want content from one application displayed in another, consolidated views, easy navigation between apps, and a consistent user experience for all. This session highlights a number of Oracle tools and best practices to help you find your path to the cloud.
  2. Intro: (overall picture) move to the cloud – increasing number of SaaS solutions as well as PaaS products – in combination with some on premises; hybrid landscape (Cloud/on premises, multiple SaaS and some custom)
  3. Objective when introducing a SaaS: providing business users with optimal UX to perform the tasks they have responsibility for (efficient, pleasant, few errors/high quality); this means that regardless of where the data resides (in which SaaS app or custom app) they should see and be able to interact with all data relevant to their tasks