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

Salesforce.comSales, Service, Marketing,

force.com

Testing

Tools/FrameworksQC, QTP, Selenium, LoadRunner,

JIRA Bugzilla, JUnit, TestNG

Business Intelligence

Data Warehouse/EPMOBIEE, OBI Apps, Hyperion, Informatica,

Business Objects, Tableau

MicrosoftDynamics, SharePoint,

Office 365, Lync, BI

Custom DevelopmentJava, .Net, J2EE, Product

Engineering, Open Source

Technologies

IntegrationOracle SOA, Tibco, Weblogic,

Oracle Cloud Platform, ICS, JCS,

Mulesoft, Dell Boomi

PMOAdvisory

Resources

Education

Cloud Financials, Projects, SCM,

HCM and EBS Financials,

Procurement, Value Chain, CRM,

Demantra, Agile, GRC

Oracle EBS Suite

ServiceNowIT Service Automation Applications,

CreateNow Development Suite,

Orchestration, Discovery

Oracle Financials Cloud

OUM Cloud

Sample Deliverables

Challenges Faced

Agenda

3

Oracle Financials Cloud Service

We implemented

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.

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

OUM Cloud

Oracle Unified Method

Cloud

Application Services Implementation Approach

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.

Implement Focus

Implement Focus

The Oracle Project Management Tool

Made for Cloud Implementations

• Cloud Application Services Implementation Approach

Solution Delivery Guide

11

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

OUM Cloud Phases

13

Sample deliverables

TE-010

TE-025

MC-040

Rapid Implementation Worksheet

Oracle Cloud Templates – over 300!

15

AIM to Cloud Mapping

16

MC-040 Functional Design

17

TE-010 Validation Strategy and Plan

18

TE-010 Validation Strategy and Plan

19

TE-010 Validation Strategy and Plan

20

TE-025 Validation Script for Receivables

21

Rapid Implementation for GL

22

Challenges faced

Consultant

Client

Consultant challenges

• Little expertise in Oracle Financials Cloud

• Little expertise in OUM

24

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

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

Solution – Training and Collaboration

27

Customer Challenges

• Scope determination

• New to Fusion Cloud

• Migration from QuickBooks and Tally

• The customer was ourselves

28

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

• 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

Thank you

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