Integrating the Oracle 11i Financials Applications

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Integrating the Oracle 11i Financials
Applications

• Niki Calvin
• Bearing Point Consulting
• New York City, New York, USA

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Agenda

• The Implementation- Opportunities at Hand
• How the Applications Integrate
• Business Process Streamlining
• Running a Business using Oracle as the Tool

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The Implementation- Opportunities at Hand

• Decision to take your business to a new level of
  efficiency and accuracy
• Implementing a change for your organization to
  grow accustomed to
• Opportunity for operations streamlining in
  conjunction with Software implementation
• Innovation and Strategy

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How the Applications IntegrateA Business View

• Both existing and new Oracle Implementations will
  benefit from thinking through the integration
  points
• Business Integration Points
• Software Integration Points
• View your operations relating in the way the
  applications relate
• People talk to people, data integrates with data

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How the Applications IntegrateA Business View
Customer Payment Received
Order Taken
Order Fulfilled And Shipped
Customer Billed
Invoice Created
Inventory Items Received
New Customer
Payment Applied to Customer
Financial Statements
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How the Applications IntegrateA Business View

• Both existing and new Oracle Implementations will
  benefit from thinking through the integration
  points
• Business Integration Points
• Software Integration Points
• View your operations relating in the way the
  applications relate
• People talk to people, data integrates with data

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How the Applications IntegrateOracles Method

• Application a single Oracle Software
  application, i.e. Oracle Receivables, Oracle
  Order Management, Oracle Purchasing, etc.
• Each Oracle Application may be relative to each
  of your business processing areas
• Business data is shared between areas and
  applications

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How the Applications IntegrateOracles Method
Financial Analysis
AP
AR
Cash Apps
Collections
Billing/ Invoicing
Customers
Suppliers
Payments
Invoices
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How the Applications IntegrateOracles Method

• Data will be owned by one application and either
  transferred to or accessed by another application
• Two standard ways of sharing and integrating your
  business data
• Shared Database Tables
• Interfaces

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How the Applications IntegrateOracles Method
Oracle AR
Oracle OM
Cash Apps
Collections
Billing/ Invoicing
Customers
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How the Applications IntegrateHigh Level
Shared Database Tables
Interface
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Business Process StreamliningWhere to Start

• Document your current business processes
• Identify Key Process
• Identify Secondary and Tertiary Processes
• Identify
• Points of Entry
• Integration Points
• Reporting Points

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Business Process StreamliningWhere to Start

• View the Oracle Angle
• Asses your current business processes by looking
  at the integration of each Oracle Application and
  streamline current processes to provide
  accounting accuracy and operations efficiency
• Ensure Accuracy
• Assess desired accounting with each event

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Business Process StreamliningWhere to Start

• Relate the People
• Assign departments and staffing responsibilities
  to identified processing activities
• Ensure Communication Points are Clear
• Use the application integration points as a
  method for defining departmental communication

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Business Process Streamlining

• Business Process Requirement

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Business Process Streamlining
Business Process Applied to Oracle Process
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Business Process Streamlining
Desired Accounting Transactions Applied to
Business Process
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Business Process Streamlining
Integrated Departments Related to Data Integration
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Business Process Streamlining
New Business Policy and Procedure Established
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Business Process Streamlining-Evaluation Steps

• View the Data Integration Points
• Customer Order and Invoicing
• Shared Data Customers, Bill Tos, Inventory
  Items
• Interfaces Orders to Invoices
• Invoicing and Cash Applications
• Shared Data Customers, Invoices
• Cash Applications and Collections
• Shared Data Customers, Invoices
• Interfaces Bank data
• Financial Analysis and Everyone
• Shared Data Transactions, Accounting Components
  (Items, Customers, etc.)
• Interfaces Transactions, Inventory, Cash Receipts

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Business Process Streamlining

• Most Important Development Step
• Ensure your departments are Communicating in the
  same way the Data is communicating

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Summary

• Document Your Current Business Processes
• View the Oracle Angle
• Ensure Accounting Accuracy
• Relate the People
• Ensure Communication Points and Integration
  Points Align

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Questions?

• Niki Calvin
• BearingPoint Consulting
• New York City, New York, USA
• 917 328 9420
• ncalvin_at_bearingpoint.net