The Marriage of Finance and Operational Analytics

The Marriage of Finance and Operational Analytics

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.


John Fortado

September 4th, 2014


Agenda

2

Introductions

Common Business Scenarios

Recommendations

Implementations

EBS Connectivity

Security

Questions ???


Introductions

3

John Fortado Consultant, Emtec

20+ years of IT experience 15+ Years as Solution Consultant & Partner Manager EPM/Business Intelligence Consulting 210-867-2957 [email protected]



Common Business Scenario

Custom platform

Limited Summary data in data warehouse

No sub-ledger data for Procurement, Projects, AP or AR

No drill back to source data for immediate results on issues

Volume growth in source data and external reporting requirements not be sustainable

Analysis and reconciliation required data mining

IT over whelmed with all ad-hoc requirements

Rudimentary reporting tools like Excel, MS databases and silo reporting tools like Hyperion and Discoverer are being used for dashboards and KPIs

4



Business Processing before OBIA implementation is typically

Time Consuming

Error Prone

Had Validation Issues

Difficult to Reconcile

5



Recommendations and Expectations

Use OBIEE as the front end - Connect directly to sub-ledger detail data

Report at a summary level on actual and budget information

Allow for drill back to the transactional detail for research and reconciliation

Replace disparate data sources and other data extracts

Provide insights into procurement and spend for budget managers

Leverage data mining into OBIEE for analysis and reconciliation

Provide operational reporting that supports daily business processing

Analyze accounting entries at the transactional level for accruals, invoices and payments

6



Business Processing after OBIA implementation provides

Single Source

Efficiency

Lower Risk

Reconciliation

7



Emtec Implementations

Financial Analytics

HR Analytics

Project Analytics

Procure & Spend Analytics

Marketing

Planning & Forecasting

CRM

Supply Chain

Profitability Management

Service Management

8



What is Provided

Oracle Provides Out of the Box Data Availability and Key Metrics

Custom Reports for AP Drillback

Aggregate dashboard to Detail dashboard to EBS Invoice item

AP Transaction details report

Trial Balance report drill down to transaction level

9



Integration with E-Business Suite

The EBS Target Form

Identification

Required Parameters

Accepted Parameters

Customization

ETL modifications

Additional Fields

Customization

10



E-Business Suite Security Integration

EBS Responsibilities are matched to Weblogic Roles

Responsibilities are created in Weblogic as Roles

EBS Forms, Menu Exclusions, Functions, Profiles, URLs

11



OBIEE Security Levels

Access Security

Catalog Object Security

Identity Security

Role Level Data Security

12



Connecting Security

Populate Roles with an Authorization Block

Catalog object permissions granted to Roles

Presentation layer permissions granted to Roles

Row Level Data security

Operating Unit Organization

Company

Department

13


Catalog Object Permissions

Granted to Roles

Connecting the Security Models

14


Presentation Layer Permissions

Granted to Roles


15



Row Level Data Security by Operating Unit

Organization and Company

16



Single Sign On

SSO with EBS attach to the EBS session

SSO with PeopleSoft via SiteMinder

SSO with Kerberos

17



Navigation via Action Links

18


Configuring Action Links

19


Example Implementation

X OBIEE

OBIA

20


Q & A


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

Date post:	21-Oct-2014
Category:	Software
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The Marriage of Finance and Operational Analytics

Software