Oracle BI Applications for JD Edwards - Apps Associates · • JD Edwards unique table structures – All periods in a year stored in same row in GL balances ... Reporting Methodology

© Copyright 2014. Apps Associates LLC. 1

Oracle BI Applications for JD Edwards

September 23, 2014

Kshitij Kumar Global VP of BI/EPM & CTO

Apps Associates LLC

Cuie Hu Project Manager

Apps Associates LLC


Confidentiality Statement

The content of this document is proprietary, confidential information pertaining to Apps Associates’ products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates.


Agenda

• Apps Associates Company Profile

• OBIA Overview

• Client Requirements

• The Solution


Performance. Growth. Excellence.

Global provider of business and technology consulting services

Founded in 2002 and achieved consistent growth – 600+ employees

– Boston, New York, Chicago, Atlanta

– Germany, Netherlands, India, UAE

Recognized as one of the fastest growing private US companies by

Inc. 500|5000 for four consecutive years

Strategic Partnerships and Certifications – Oracle Platinum Partner

– Oracle Specializations (EBS, BI, SOA, EM12c & Database)

– AWS Advanced Consulting Partner

– CMMI Level 3 Appraised

– SSAE 16/SAS70 Type II


Apps Associates Delivery Model

Centers of Excellence

Cloud Business

Intelligence ERP Middleware Hyperion

Lifecycle of Services

Assess Design Deploy Integrate Train Support

Global Reach

United States

Europe India Middle East

CRM ShipConsole Managed Services

Mobile Applications

SharePoint

Integrated Delivery Across Engagements

Govern Plan Standardize Measure Quality


Complete Capabilities M

igra

tio

n

Pla

tfo

rm

BICS

On-Premise

ERP


Separator title goes here

Oracle BI Applications


Single Source of Truth

Interactive Dashboards

Geospatial Visualization

Reports

Office Integration

Mobile

Applications & Portals

Search Ad-hoc Queries

Collaboration

Scorecards


Data from Multiple Sources

Valuable Insights Often Require Data from Multiple Departments and Sources

Serv

ice

Customers

Sale

s

Mar

keti

ng

Dis

trib

uti

on

Fin

ance

HR

/Wo

rkfo

rce

Op

erat

ion

s

Pro

cure

men

t Suppliers

Suppliers

Suppliers

Customers

Customers

How do I proactively manage risks of my receivables portfolio?

How does supplier performance impact customer satisfaction and revenue?

How does call center agent tenure, training, and compensation affect efficiency and cross-selling performance?


Enterprise Wide Reporting


Finance – Behind the Scenes


Separator title goes here

Project Overview


Client Profile

• Manufacturer of perfume products

• ERP on JD Edwards/DB2

• Pre-BI reporting

– Excel

• FIN

• PO

• WIP

– Cognos

• SCOM

JDE

Cognos Excel

FIN SCOM

PO WIP

FIN WIP PO SCOM


Business Drivers for OBI

• Cognos in use for over 10 years

• Costs associated with upgrading Cognos

• Cognos performance issues

• More functions added to Cognos over the years without a systematic design

• BI solution needed for other ERP modules but Cognos design isn’t scalable


OBIA for JDE

• JDE EnterpriseOne 8.1.1 SP1

– Financials

• JDE EnterpriseOne 8.1.2 and 9.0

– Financials

– Supply Chain/Order Management

• JD Edwards World A9.2

– Financials


Reporting Requirements/Customizations

• Sales reporting

– At BOM assembly and component levels

– By current sales group

– By inventory item categories

• Margin calculation with commission cost

• Period rolling reporting

– 365 days

– 26 weeks

– 13 weeks

– ………..

• Aging

– AP: 5

– AR: 6

• Custom group accounts definitions

– PnL accounts

– Balance sheet accounts

Supply Chain/Order Management Financials


Report Scenario

Item X, QTY 10 ITEM Y, QTY40

Item X, QTY 10 Item Y, QTY 40

Item L, QTY 100 Item M, QTY 200

Item Y, QTY 40

Item A, QTY 1000 Item B, QTY 2000 Item M, QTY 200

Item Y, QTY 40

Ordered Item Carton

Packs

Items


Top Customers by Order Size


Challenges and Changes

• ETL performance

– 335 million GL balance records

– First 2 ETL runs took 2 weeks each

• Complexity of customizations

• JD Edwards unique table structures

– All periods in a year stored in same row in GL balances

– Sales orders and invoices stored in same table/row

– Current sales and history in separate tables

– Encrypted table and column names

• User availability

– Routine work

– Other projects

– Multiple roles

Reporting Methodology Changes • Income statement From balances to net posting • BL balances Disabled sub ledger balances


Customization – Metric Definition

Data Source

Data Source

Time Product

Product Cat Customers

Organization Plant

Warehouse

Trans type Status

Sales Dim

Sales Quantity

Booked Qty. Cancelled Qty. -

Sales Fact

Out of the Box Definition

Your ETL

Booked Qty. Cancelled Qty. - Return Qty. AR Credit Qty. - - Custom Definition


Key Success Factors and User Adoption

• Steering committee involvement

• User ownership

• Reporting methodology standardization

• Clear requirement definition

• User Training

• Testing Strategy

• Cognos savvy users

– OBIA advantages over Cognos

– Cognos functionalities made available in OBI

– Cross functional area reporting

• Excel savvy users

• Extra training sessions

• Business specific trainings


Representative Training & Knowledge Transfer


Rollout Approach Feeds into the Roadmap

• Time boxing controls the scope and effort of each phase • Users start to experience the change • Next wave of strategy / development more effective • Quickly adapt to change in business • Better change management

Start Here

1. Identify most critical reports 2. Build data model 3. Build governance 4. Training 5. Security 6. Publish reports using BIPUB 7. Pilot capabilities e.g. Mobile

Foundation (Time Boxed)

Ongoing Support / Managed Services: Hardware and Software Services

1. Use the system for some time 2. Learn with subset of team 3. Pilot capabilities 4. User Adoption

Assimilation and Adoption 1. Build strategy

2. Build Roadmap 3. Prioritization 4. Industry Standards

Strategy Enhancement

1. Implement projects 2. Collaborative dev 3. User adoption

Incremental Development


Connect with Us

Web: www.appsassociates.com

Email: [email protected] | [email protected]

YouTube: www.youtube.com/user/AppsAssociates

LinkedIn: www.us.linkedin.com/company/Apps-Associates

Twitter: @AppsAssociates

Facebook: www.facebook.com/AppsAssociatesGlobal

Google+: www.plus.google.com/+AppsAssociatesGlobal/

http://www.appsassociates.com/

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Thank You!

Documents

Oracle BI Applications for JD Edwards - Apps Associates · • JD Edwards unique table structures – All periods in a year stored in same row in GL balances ... Reporting Methodology