Implementation of Oracle BI Applications for
JD Edwards
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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.
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Agenda
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OBIA/JDE Overview
OBI for CAR-FRESHNER Corporation (CFC)
CFC Reporting Requirements
The CFC Implementation
Apps Associates Company Profile
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OBIA/JDE Overview
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OBIA for JDE
Oracle BI Apps 7.9.6.4 provides ETL mappings for:
— JDE EnterpriseOne 8.1.1 SP1
o
Financials
— JD Edwards World A9.2
o Financials
— JDE EnterpriseOne 8.1.2 and 9.0
o Financials
o Supply Chain/Order Management
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How to Customize OBIA
Custom Extract (E)
EBS
OBIA E, T, L
Most Modules
Source Specific
FIN and SCOM
JDE
AS400
Excel
Custom: Extract
Transformation Load
Universal Staging
PO
Warehouse Tables
Universal Adaptors
Predefined File Format
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‘Business Useful’ Balance Sheet
Customized Format
Out of the Box Format
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Customization : Metric Definition
Sources
Time
EBS
JDE
Product
Product Cat
Organization
Sales Dim
Customers
Sales Fact
Sales QTY = Booked - Cancelled
Plant
Warehouse
Status
Trans type
Custom Logic
Sales QTY = Booked-Cancelled-Return-Manual Credits
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Customization : Category Codes
Product
Time
Product Cat
Customers
JDE
Sales Fact
Organization
Category Codes
Region
Product Line
Salesrep
Plant
Cat Codes
Warehouse
Status
Trans type
Custom Logic
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Challenges with OBI Implementation
• Users busy with routine work and no bandwidth for OBI
• OBI given very low priority
• High data volume
• Users with limited/little exposure to warehousing
• IT team with limited exposure to BI
• No existing reports to validate BI against
• No enterprise reporting standard
• Decision makers not involved with the BI Projects
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OBI Implementation Planning
• Steering committee
• User schedules
— Extra help for project team members
• Production downtime for cutoff
• Business process changes
— Period closing
• New functionalities
— Hierarchies
• Standardizing enterprise reporting
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OBI Implementation Planning
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•
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AWS or other hosting services
Security
What should be delivered
Project Approach
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OBI for CFC
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Company Profile
Company Profile
• Manufacturer of air freshener
products
JDE
ERP System
FIN
SCOM
PO
WIP
• ERP on JD Edwards/DB2
• Pre-BI reporting
– Excel
o FIN
Cognos
o PO
o WIP
– Cognos
Reporting
SCOM
Excel
FIN
WIP
PO
o SCOM
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Business Drivers for OBI
Business Drivers for OBI
• Cognos in use for more over 10 years
• More and more functions added to Cognos over the years without a
systematic design
• BI solution needed for other ERP modules but Cognos design not scalable
• Cognos performance issues
• Cost associated with upgrading Cognos
• Decision points, hosted or in house
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CFC Reporting Requirements
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Reporting Requirements/Customization
Supply Chain/Order Management
Financials
• Sales reporting
• Aging
‒ At BOM assembly and component levels
‒ By current sales group
‒ By inventory item categories
• Margin calculation with commission cost
• Period rolling reporting
‒ AP: 5
‒ AR: 6
• Custom group accounts definitions
‒ PnL accounts
‒ Balance sheet accounts
‒ 365 days
‒ 26 weeks
‒ 13 weeks
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Reporting Requirements/Customization
Item X, QTY 10
Item Y, QTY 4
BOM for Item X
• Item L QTY 10
‒ Item A QTY 10
‒ Item B QTY 20
• Item M QTY 20
Ordered
Item Item X, QTY 10
Item Y, QTY 40
Item L, QTY 100
Item M, QTY 200
Component
Item Y, QTY 40
Level 1
Component
Level 2
Item A, QTY 1000
Item B, QTY 2000
Item M, QTY 200
Item Y, QTY 40
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The Implementation
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Challenges with the CFC Implementation
• ETL performance
• User Availability
– 335 million GL balance records
– First 2 ETL runs took 2 weeks each
– Routine work
– Other projects
– Multiple roles
• 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
• Testing
• User Training
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Apps Associates Profile
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Performance. Growth. Excellence.
• Global provider of business & technology consulting services
• Founded in 2002 – Consistent Growth
– 600 employees
–
–
US, Europe, India, Oman
75 resources dedicated to BI
• Recognized as one of the fastest growing private US companies by Inc
500/5000 (four consecutive years)
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Performance. Growth. Excellence.
• Strategic Partnerships & Certifications
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Oracle Platinum Partner & BI Pillar Partner
Oracle Specializations (BI, BI Foundation, EBS, SOA & Database)
Amazon Web Services Advanced Consulting Certified
CMMI Level 3 Certification (March, 2013)
• Flexible & Cost Effective Global Delivery Model
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Key BI Customers
• 7+ Years Oracle BI Experience
• Oracle BI Pillar Partner
• Member Oracle BI Leadership Board
• Selected for Oracle BI Product Development Program
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Connect with Us
Web: www.appsassociates.com
Email: [email protected] [email protected]
[email protected]
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LinkedIn: www.us.linkedin.com/company/apps-associates
Twitter: @AppsAssociates
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Thank You!