© Copyright 2015. Apps Associates LLC. 1
Transforming Procurement with Oracle Business Intelligence Cloud Services (BICS)
April 09, 2015
Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC
© Copyright 2015. Apps Associates LLC. 2
Agenda
• Introduction
• Why Procurement Analysis
• What is BICS?
• Business Process Accelerator for Procure to Pay
• Live Demonstration
• Q & A
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Confidentiality Statement
Apps Associates
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.
© Copyright 2015. Apps Associates LLC. 4
About Apps Associates
Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC
© Copyright 2015. Apps Associates LLC. 5
Performance. Growth. Excellence.
• Global Reach for Global Customers
‒ Founded in 2002 – 650+ employees
‒ HQ in Massachusetts
‒ US (East, Central, West)
‒ Europe, India, Middle East
• Oracle BI Journey Started in 2007 – Represents 40%+ of Our Business
‒ BI Pillar Partner & Specialized
‒ Oracle Platform Technology Solutions BI/EPM
‒ Oracle BI Applications Leadership Board
‒ Beta Program for ODI 12c
‒ First Oracle Exalytics Certified Delivery Partner
‒ Analytics in a Box (Co developed H/W S/W bundle offering with Oracle)
‒ One of the first partners selected for BI Cloud Services (BICS)
‒ AWS Certified for Oracle on AWS (one of the first two partners worldwide)
• Over 125 consultants (all employees) delivering OBI services
• Proprietary data lineage and migration tools
Exalytics Certified
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Keys to a Successful BI Program
Oracle Centers of Excellence
Lifecycle of Services
Assess Deploy Integrate Train Support Optimize
Business Intelligence
Hyperion ERP / Fusion
Apps CRM
Fusion Middleware
Managed Services
Cloud Engineered
Systems Architecture
Services Apps
University Oracle Testing
ShipConsole
Exalytics Certified Delivery Partner
Business, Technical, Functional, and Infrastructure Services: All from one organization
Strong Process Background – Engage Business Architecture / Security / Performance
Multiple Distributed Sources Integration with IT Strategy
Training & Adoption
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Complete BI/EPM Service Offerings All Platforms
BICS
On-Premise Oracle Database Appliance
Advise
• BI / EPM Assessment and Roadmaps
• BI on Cloud • OBI Architecture Assessment • Data Governance Process
Design and Implement • MDM for BI / EPM • OBI / Hyperion and R12
Planning • Integration of structured and
unstructured data
Implement
• OBI Foundation Suite • BI Apps • EPM • User Adoption & Training • BI / EPM on the Cloud • Endeca Information Discovery
(EID) • EID for EBS (connectors) • BI Cloud Services (BICS)
Optimize & Support
• Upgrades • Support Services for OBI and
EPM • User Training • Functional Design • Tool Adoption Methods • Report Rationalization • New Module Development
Integrate
• EBS • PeopleSoft • SAP • Salesforce.com • JD Edwards • Siebel • Clarity • Lawson • Kronos • PPM • ADP • Demantra • Oracle Governance (GRC) • Oracle Learning Management
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Why Procurement Analysis
Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC
© Copyright 2015. Apps Associates LLC. 9
HOW? WHAT?
Better Procurement Management
Cost
Opening Thoughts
Revenue
Cost
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Procurement Management
• Supplier with on time delivery?
• Least lead time and best quality?
• How much contract leakage?
• Can I consolidate suppliers?
• Am I paying suppliers on time?
• Time between requisition and purchase order?
• Where is the most spend?
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Procurement Process
Supplier Performance Purchase Order to Purchase Receipt Variance
Supplier Payment Analysis
Supplier Performance Key Metrics
Top 20 Performing Supplier
Top 10 Off-Contract Spend by Supplier
PO and Receipt Amount Comparison by Top 20 Suppliers
Supplier Payment Analysis and Trend
AP Aging Analysis
Bottom 10 Received On Time Rates By Supplier
Procurement Performance Outstanding POs by Purchasing Organization
Non-Agreement Purchase by Purchase Organization by Purchase Category
PO Amount Trend
PO Amount, Non-Agreement Amount and Leakage Amount Trend
Supplier Payment Analysis
Supplier Payment Trend
AP Aging Analysis
Bottom 10 Received On Time Rates By Supplier
Current Total Supplier base
Spend Analysis Spend Details by Item, Category Off-Contract Spend by Top Business Units
Spend by Top Categories Spend by Top Supplier
Off-Contract Spend by Top Business Units, Top Categories Total Contract Leakage Trend
Spend by supplier Top 10 Saving Potential by Supplier by Item
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Spend Analysis Dashboard
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Opening Thoughts
Better Procurement Management
Cost
HOW? WHAT?
Revenue
Cost Business Intelligence Cloud Services
(BICS)
Business Process Accelerators
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What is BICS? (Business Intelligence Cloud Services)
Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC
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Business Intelligence Cloud Service
• Based on proven BI technology relied on by millions of users
• Integrated with Oracle Database Cloud Service
• Built-in mobile
• Simple administration and data integration
• Low-cost monthly subscription
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Powerful BI. Low Cost of Ownership.
Proven BI Platform
Enterprise Class Feature Rich
Oracle Data Centers
Oracle Owned and Operated Highest Industry Security Standards
Fully Managed
Upgrades and Patching 99.5% Availability
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Why Oracle BI Cloud Service?
• Quick Time to Value
• All required capabilities pre-integrated in a single service
• Analytics for everyone... from the workgroup to the enterprise
• Built for user self-service
17
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• Rich Charting Gallery, Interactive Visuals, & Comprehensive Formatting
• Drilling, Advanced dynamic prompting, Right-click interactions, master-detail linking
• Pivoting and Visual Aggregations
• Full featured query generation and calculation engine
• Comprehensive filtering and aggregation
• Powerful OLAP groupings, selections
• Hierarchical, time-series, and statistical functions
Proven Dashboard & Analysis Platform
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Automatic Mobile Support Based on BI Mobile HD
• Analytics on mobile with no additional development
• Touch, drill, interact
• Swipe, zoom – touch gestures
• Offline access to content with fine-grained security to grant or revoke privileges
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Pre-Production Production
What You Get
• Two independent environments: separate database, BI service
• Easy T2P, P2T
• 99.5% availability
• Oracle managed patching and upgrades
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1. Load your data
4. Use, share and distribute
3. Author reports, visualizations and interactive dashboards
2. Organize and secure your data
Focus on What’s Important!
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Business Process Accelerator for Procure to Pay
Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC
© Copyright 2015. Apps Associates LLC. 23
Apps Associates’ Pre-Packaged Accelerators
Each Accelerator Provides
Reports 15
Dashboards 5
Reportable Fields 75+
Data Model Yes
Security Yes
Mobile Yes
Excel Upload Yes
Training Yes
Hire to Retire
Financial Close
BICS Order to
Cash
Procure to Pay
Forecast to
Delivery
Custom App
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Requisition Processing
Enter Requisition
Approve Requisition
Purchase Order
Processing
AutoCreate or Enter Order
Approve Order Send Order to
Vendor Receive Order to Purchasing
Invoice Processing
Enter Invoice Match Invoice
to Order/Receipt
Pay vendor
Payment processing
Enter payment Pay suppliers
Procurement Accelerator: Procure to Pay Process
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Procurement: Executive View
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Live Demonstration
Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC
• Navigating Procure to Pay Process
• Drill Downs
• Uploading Excel File
• Creating Ad-hoc Reports
• User Interaction
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Procurement Accelerator: Procure to Pay Fields
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Map DISCO Views to BICS Star Schema for Reporting
BICS DB BICS Reports
1. Combination of methodology and developer code
2. Pre-built reports and metrics delivered via BICS Dashboards
3. Pre-built schema for Out of the Box Discoverer Views
4. Pre-Built extract programs to load Discoverer data into BICS Database
5. Pre-Built extract programs to incrementally update BICS database
6. Pre-Built reporting fields for ad-hoc self service fields
7. Pre-Built E-Business security extended to BICS
Discoverer (DISCO) to BICS Accelerator
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Discoverer Migration to BICS
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Apps Associates’ Pre-Packaged Accelerators
Hire to Retire
Financial Close
BICS Order to
Cash
Procure to Pay
Forecast to
Delivery
Each Accelerator Provides
Reports 15
Dashboards 5
Reportable Fields 75+
Data Model Yes
Security Yes
Mobile Yes
Excel Upload Yes
Training Yes
Custom App
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Business Analytics: Integrated Data to Insight
Customers with High AR
Check Last Order
Check AR Clerk
Find Manager
Manage Workload
Check Shipment
Check Returns
Check Supplier
Plan Rebate
Offer Rebate
Expedite Approval
3
2
1 Finance
HR
Procurement
Inventory
Order Management
Rebate
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Apps Associates’ Accelerators
1. Back Office Processes
2. Industry Vertical Solutions*
3. Discoverer to BICS Migration
4. BRIO / IR to BICS Migration
5. PBCS / Essbase to BICS Integration
6. EBS Security Integration
7. SQL Cart Automation
8. Rest API Data Loads*
9. Workday and BICS Integration
10. Salesforce and BICS Integration*
11. Taleo and BICS Integration* *Under Development
© Copyright 2015. Apps Associates LLC. 33
Phase I Implementation
O – Optional
BICS Implementation Service Offering
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Oracle BICS Apps
Associates’ Accelerators
Better Procurement Management
Cost
Closing Thoughts
Revenue
Cost
© Copyright 2015. Apps Associates LLC. 35
Kshitij Kumar Global VP of BI/EPM and CTO
Apps Associates LLC [email protected]
Transforming Procurement with Oracle BICS
Thank You
Next Webinar on BICS: June 18, 2015 – Hybrid Reporting: On Prem and Cloud Systems
© Copyright 2015. Apps Associates LLC. 36
Connect with Us
Web: www.appsassociates.com
Email: [email protected]
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Thank You!