2010 - 2011 OAUG Buyer's Guide

THE SOURCE FOR OAUG BUYERS

2010-2011 Edition

2

Table of Contents ARTICLES 4

6

An Introduction to the Oracle Project Portfolio Management Integration Pack for Primavera P6 and Oracle E-Business Suite Projects

By Kimberly McDonald Baker, Project Partners, LLC

Avista Empowers Decisionmaking with GL Wand Reporting Tool

By Michele Buson, Global Sales & Marketing Director, Excel4apps

8

OAUG’s R12 E-Business Reporting Options Workshop – What’s in it for You?

By Barry Markovic, Managing Principal Consultant, IT Convergence

9

Things to Consider When Evaluating Business Intelligence for Oracle® E-Business Suite

10

By Daryl Orts, Vice President, Engineering Technologies at Noetix Corp.

5 Reasons to Upgrade to R12 Instead of Reimplementing

By Helene Abrams, CEO, eprentise

12

Oracle EBS data loading using appLOAD™ at LifeWay Christian Resources

By Austin Davis, Vice President of Marketing, Chain-Sys

14

Automotive Parts Supplier Consolidates Regional Production Instances of Oracle E-Business Suite to Achieve Consistent Business Processes and Reduce Maintenance and License Fees

By Natalia Warren and Chris Busbee, eprentise

BUYER’S GUIDE CATEGORIES 16 17 18 20

Product Families Services Solution Areas Company Listings

The 2010-2011 OAUG Buyer’s Guide is a publication of the Oracle Applications Users Group (OAUG).

3525 Piedmont Road Building Five, Suite 300 Atlanta, GA 30305 phone: +1 404.240.0897, fax: +1 404.240.0998 e-mail: membership@oaug.com oaug.org

2010-2011 Edition

3

An Introduction to the Oracle Project Portfolio Management Integration Pack for Primavera P6 and Oracle E-Business Suite Projects

By Kimberly McDonald Baker, Project Partners, LLC Project Partners has been delivering integration between Primavera and Oracle E-Business Suite Projects applications since 1998. Now Oracle has released its own integration between these project management applications and we’re pleased to provide a high level, introductory overview.

Architecture and Terminology

Because different entities follow unique business processes

Oracle Application Integration Architecture (AIA) Process

and like to manage their projects in different ways, the

Integration Packs (PIPs) are pre-built integrations built upon

new integration model allows organizations flexibility

the Oracle AIA Foundation Pack. PIPs are products that

in managing the project creation and update cycle.

implement a specific set of business processes between

Organizations can choose to create projects either in

specific applications. In this article we are exploring the

Primavera or Oracle Projects knowing synchronization will

integration between Oracle E-Business Suite and Oracle

occur between the two applications while honoring the

Primavera P6.

stringent business processes of both products.

®

The Process and Data Flows The Primavera P6-EBS Projects PIP offers several options for integration. You can choose to use Oracle workplans or financial plans in conjunction with Primavera’s Work Breakdown Stuctures (WBS), as well as fully shared structures, partially shared structures or only financial structures. In the remainder of this article we will discuss fully shared, workplan-enabled integration. Contact us to discuss other configurations.

Workplan-Enabled Project Integration, Shared Structures A shared structure has the same workplan and financial The AIA PIP Technology Stack

structure. Users can create a project either in Primavera P6 or in Oracle Projects. Projects created in P6 will include a WBS, tasks,

Who Owns What Data?

and resource assignments, and can use the interface to create

Oracle architected the Primavera P6-EBS Projects PIP to

a workplan in Oracle Projects. For projects created in Oracle

take advantage of the inherent strengths of Primavera P6

Projects, the Oracle workplan structure is always transferred

and Oracle E-Business Suite applications, regarding data

as WBS nodes in Primavera P6. In this configuration, actual

ownership and data flows.

cost data is always sent from Oracle Projects to Primavera P6 to manage the financial progress of a project. Calculation

Oracle E-Business Suite Projects Applications own the

of Percent Complete and Estimate to Complete (ETC) is

Global Objects and the financial data for a project.

always managed in Primavera P6. Activities and resource

One global Planning Resource List is required in Oracle

assignments are initiated in Primavera P6 and transferred to

E-Business Suite Projects.

Oracle Projects, and can then be updated in Oracle Projects with the updates transferred to P6. The Financial plan can be

Primavera owns the scheduling and progress information for a

generated in Oracle Projects either manually or from workplan

project. Each Primavera installation supports one currency.

resources, and can be transferred to Primavera P6 as current budget attributes of the WBS node.

4

Getting Acquainted The screenshot below shows the use of the Primavera P6EBS Projects PIP for a project that is workplan enabled, with shared structures. The Integration Dropdown menu is utilized to synchronize the project between P6 and Oracle Projects.

Data Flow From Primavera P6 to Oracle Projects

Learn More For more details of the Primavera P6-EBS Projects PIP integration, Oracle Enterprise Project Portfolio Management solutions and best practices, visit Project Partners website at www.ProjectP.com to download whitepapers and register In this scenario the following project status elements are

for webinars.

transferred from P6 to Oracle Projects:

About Project Partners, LLC •

Project Structure

Project Partners provides expert Enterprise Project

•

Project Header

Portfolio Management services and software that extends

•

WBS and Tasks

Oracle and Primavera applications to meet the needs of

•

Resource Assignments

project-driven firms. As a Platinum Partner in the Oracle

•

Dates

PartnerNetwork Specialized program, an Oracle Primavera Value Added Reseller and Primavera Technology Partner,

The following screenshot shows the transfer of Actuals from

Project Partners has executed global PPM projects for

Oracle Projects to Primavera P6. Both raw and burdened

over 300 firms.

Actuals can be transferred from Oracle Projects to P6.

Copyright 2010, Project Partners LLC

Data Flow From Primavera P6 to Oracle Projects

2010-2011 Edition

5

Avista Empowers Decisionmaking with GL Wand Reporting Tool

By Michele Buson, Global Sales & Marketing Director, Excel4apps Excel4apps (www.excel4apps.com) is a provider of best-in-class financial reporting software designed exclusively for Oracle users. Its Excel-based GL Wand and Budget Wand products are globally recognized for their ability to streamline reporting and budgeting in Oracle. Excel4apps has offices in the USA, United Kingdom, Australia, and South Africa and has more than 5,000 users worldwide.

For more than 100 years, Avista

format changes in the current

(www.avistautilities.com)

has

environment. In addition, use

generated power and delivered

of the Financial Statement

natural gas and electricity to

Generator (FSG) for creating

customers in Washington State.

reports required a number of

Today, that includes 600,000

steps to get the report into an

customers in Washington, as

Excel format.

well as customers in Oregon and utility has 1,500 employees and

Simple solution for complex accounting

annual revenues of more than

With multiple business lines

Montana. The publicly traded

$1.3 billion.

In early 2007, finance and

GL Wand enables real-time reporting of key performance indicators.

and numerous departments experiencing the same issues surrounding report creation

accounting personnel at corporate headquarters in Spokane

and data analysis, a team of managers formed to select

identified the need to improve and accelerate reporting and

a software product that could accelerate reporting

analysis from their Oracle E-Business Suite environment.

and improve productivity. The main goal was to simply

A particular area of focus was variance reporting, where

“make accounting easier,” according to Jenny McCauley,

Avista’s dynamic and fast moving business environment

Accounting Analyst for Avista.

requires fast, flexible real time reports. Financial users wanted to spend less time formatting data and more time

Finding a program that would integrate with the company’s

understanding and analyzing it in order to make better

Oracle enterprise system with minimal involvement

business decisions.

from information technology (IT) staff was also critical. In addition, team members did not have time for long training

Quick and readable reports required

windows, so they needed a product that could be used

The utility industry has complicated accounting requirements,

almost immediately.

with both fixed and variable charges, thousands of assets, different type of customers, varied rates and, for Avista,

After testing two software applications using actual

different state taxes and charges. This level of complexity

company data, Avista purchased and installed GL Wand

led to the necessity for comprehensive, easily readable

from Excel4apps in March 2007. GL Wand is an Excel based

reports for financial analyses.

Oracle General Ledger (GL) reporting tool designed for finance departments using 11i or R12.

To help finance and accounting personnel quickly create

6

the presentation quality reports required in this complex

With GL Wand, Avista users can easily create, edit and

business environment, Avista needed a report builder with

publish finance spreadsheets and reports without IT

capabilities beyond the Applications Desktop Integrator

assistance and with very little training. Because it was

(ADI) currently in use. Also, the staff liked using Microsoft

developed exclusively for Oracle Financials, GL Wand is

Excel spreadsheets for corporate accounting tasks, but

easily integrated with that product and simple to install

creating such spreadsheets required hand keying and

and maintain.

With minimal training time, Avista users were able to immediately

Comparison reports are simple with only a date change

see benefits from the GL Wand installation. Many individuals

necessary. Executives especially appreciate the ability

were able to shave hours off of their daily activities within just a

to make their own data comparisons and build their own

few minutes of being introduced to the system.

reports.

Broad user support and benefits

“Our executives are right on board and can do their own

Avista’s entire finance department now uses GL Wand,

comparisons,” McCauley described. “They love that.”

including executives, who appreciate how easy it is to drill down to line item data. Income statements and balance

Oracle support personnel have appreciated GL Wand’s

sheets for all business units are now easier to analyze for

ease of use and how it works within the Excel interface,

finance users and executives.

making it uncomplicated for accountants. GL Wand users have also found that support from Excel4apps is quick and

All necessary spreadsheets have been rebuilt in GL Wand, so

convenient.

instead of importing data from various sources to compile reports, data is automatically populated and spreadsheets

With the success of GL Wand, Avista chose to also install

are built within minutes. New data inputs are shared across

the newest product from Excel4apps: Budget Wand. This

all spreadsheets, and reports are immediately readable and

product allows Excel to be used as the front end to the

attractive, eliminating the painstaking formatting task.

Oracle General Ledger Budgeting functionality, further contributing to fast and smooth accounting and finance

“We have basically eliminated our human error potential

operations at Avista.

while speeding up processes,” explained McCauley. “We also have given our analysts and accountants a tool to help

“With GL Wand and Budget Wand, reports of all types are

them find problems and opportunities within our financials

quicker to generate,” McCauley said.

far easier than before.”

2010-2011 Edition

7

OAUG’s R12 E-Business Reporting Options Workshop – What’s in it for You?

By Barry Markovic, Managing Principal Consultant, IT Convergence Like all technology, Oracle’s E-Business Suite is constantly

to see how far some of the students were able expand on

evolving to provide new and easier to use functionality.

the basic exercises to try more complex functionality to

Similarly, the E-Business Suite reporting tools are also

meet their actual reporting requirements. I could see the

evolving. Older tools are being enhanced and new tools

excitement in their eyes when they were able to get a report

become available. Transforming E-Business Suite data into

or dashboard that would work for their organization.

relevant information is now easier than ever. However, with so many changes and new options, understanding which

IT technical staff appreciated the ease of use of these

tools work best for your organization can certainly be

tools but also want to know what it takes to install and

challenging. That is why OAUG and IT Convergence are

maintain the environment to support these tools. While

offering a workshop to help determine what reporting tools

this workshop focuses on end users, we do cover some of

will work best for you.

the planning and infrastructure issues associated with each tool. End users understand there is work to do before the

The workshop provides an overview of all of the reporting

tools can be available. IT staff also realizes this was just the

tools typically used for reporting E-Business Suite Data.

beginning and that other workshops such as the OBIEE for

It starts with the basic operational reporting tools such as

Administrator workshop may be the next step in their quest

Oracle Standard Reports and Financial Statement Generator

to understand what is needed.

(FSG) Reports. The workshop continues with the tactical reporting tools such as BI Discoverer and various Noetix

The student feedback on the workshop has been positive.

tools. Finally, the workshop focuses on strategic reporting

They liked the fact that one workshop could review a wide

tools such as Oracle Business Intelligence Enterprise Edition

range of reporting options. They also liked the ability to

and Oracle Business Intelligence Analytics. A key feature of

get actual hands-on experience with many of the products

the workshop is to provide students with actual hands-on

to understand their functionality and make comparisons

exercises on many of the products so they truly understand

to determine which will fit best in their organization. For

how the tools work from the end user perspective.

larger workshop classes, students also have the chance to learn from each other. They readily discuss their own

This workshop is targeted at two groups of users:

experiences with different reporting tools. They may also gain some insight as to how other organizations are making

•

New E-Business Suite users. This group is trying to

understand all of the reporting options available.

They then will develop an implementation approach

From my personal perspective, I enjoy leading these

that fits their reporting requirements, timeline

workshops. I am able to use my thirty plus years of IT

and budget.

experience to help others with their reporting tool decisions.

•

Existing E-Business Suite users. This group wants to

I also can state that I learn something from each workshop.

get to the next level of reporting to expand their

In some cases, a student may show me something about

current capabilities. Within each of these groups,

a tool which I did not know. In other cases, a student will

both end users and IT technical staff have attended

ask a question that forces me to research a new topic. This

the workshops. Their feedback has been interesting.

provides me an opportunity to keep up with the constantly

their reporting tool decisions.

evolving E-Business Suite reporting technology.

End users focus on how quickly they can create reports, graphs, dashboards, etc., depending on the specific reporting

Learn more about the OAUG-ITC Oracle Applications

tool they are using. While the exercises do cover much of

Workshops at www.oaug.org/workshops.

the functionality, these exercise are not intended to make an expert on a specific tool. However, I have been surprised

8

Things to Consider When Evaluating Business Intelligence for Oracle® E-Business Suite

By Daryl Orts, Vice President, Engineering Technologies at Noetix Corp.

1. Will we need both real-time reporting and analytics?

Most customers do and you probably will, too.

You will want to look at solutions that provide

access to real-time transaction data as well as data

warehouse models for more complex analysis.

2. What functional areas will we need coverage for?

Don’t focus on just Financials or Human Resources

simply because you need to implement those

modules first. Look at your more complex (and

less obvious) applications such as Enterprise Asset

Management, Time and Labor or Depot Repair.

Try to find a solution that provides coverage for everything needed now and in the future.

3. We already own a few BI tools – can we continue to leverage those?

You might have users who are familiar with Oracle® Discoverer. Maybe you have a department that is experienced

with IBM® Cognos® BI or SAP® BusinessObjects™. It’s possible that you just purchased OBI EE from Oracle and

are looking forward to using it. Many organizations have more than one of these platforms. It makes good

business sense to look at options that allow you to get value from your existing investments, while providing a

common “data model” that remains consistent across the tools used throughout your organization.

4. How will an EBS upgrade affect my BI reporting?

Whether you’re currently on R12 or still on 11i, you are almost certain to go through an EBS upgrade at some

point— probably multiple times. You will want a BI solution that makes those upgrades easier—something that will

protect your reports and dashboards (and customizations you may have made) when you do the upgrade, so you

don’t have to redo all of that hard work.

5. What experiences have others gone through?

Look for a solution that you know will work—something proven, something currently in use by organizations like

yours (similar size, similar industry, similar user requirements), and something mature enough to have gone

through a few upgrades. It’s also a good idea to try to network with other Oracle EBS customers to learn firsthand

of their successes and challenges.

Noetix provides real-time operational reporting and packaged analytics for Oracle Applications, automatically delivered into all major BI platforms. For more information, please visit www.noetix.com.

2010-2011 Edition

9

5 Reasons to Upgrade to R12 Instead of Reimplementing

By Helene Abrams, CEO, eprentise The transition from 11i to R12 is a major initiative for any E-Business Suite (EBS) customer. 11i customers can now upgrade instead of reimplement, shorten the time-to-value at a lower cost, and provide a better R12 result for both the business and IT.

Definitions Upgrade – Maintain all existing setups and use Oracle scripts to move all the data from R11i to R12 Reimplement – Configure a new instance, extract and convert existing data, and load the data into the new instance. Generally customers bring over a limited amount of data and reposition the existing instance as a read-only legacy instance to maintain an audit trail.

Setups – Not Easily Changed The reason customers had to make the choice between reimplementing and upgrading in the first place is the underlying “setup” concept. There are certain types of setups “that are not easily changed” within Oracle E-Business Suite.

What Changes the Game?

This is where eprentise Transformation software changes the game – it changes the entire concept of “not easily changed” setups. In turn, the 11i to R12 upgrade vs. reimplementation decision is reversed. With eprentise software you can change the “not easily changed” setups, keep your history, and consolidate multiple instances. If your goal is to have complete, consistent, and correct data everywhere, then eprentise can help. If your goal is to go from 11i to R12, Oracle upgrade software does that.

Top 5 Reasons to Upgrade 1. You can change your Chart of Accounts. Upgrade uses FlexField® to change one or more COA’s segments

and values so you can adopt a single global COA.

2. You test new EBS setups in familiar 11i. Using eprentise software, you can change any setup including Legal

Entities, Sets of Books, Operating Units, Key Flexfields, Calendars, Organizations, System Items, and Categories.

3. Your history matters. Upgrade uses Oracle upgrade to convert all 11i data to R12. Having all the history

in one place means better management reporting, a cleaner audit trail, and consistent data for better

business intelligence.

4. Upgrade offers the most direct path and shortest time to single instance R12 business value. The most powerful

upgrade advantage for multi-nationals is consolidation to a single global instance with standard business processes

and all history data prior.

5. Upgrades cost less. EBS customers pay for Oracle upgrade software even if they select reimplementation.

10

Why leave money on the table and pay extra to do it yourself?

Transition Paths – 11i to R12 These diagrams illustrate the differences between a reimplementation and an upgrade approach.

The first diagram shows the upgrade approach.

Figure 1: Upgrade Approach

The second diagram shows the reimplementation approach. Customers following this path usually end up with the two instances (one R11i and one R12), and keep work around mechanisms in place to span the instances or to make adjustments in a downstream BI environment.

Figure 2: Reimplementation Approach

Visit www.eprentise.com to learn how you can upgrade to R12 instead of reimplementing, shorten the time-to-value at a lower cost, and provide a better R12 result for both the business and IT.

2010-2011 Edition

11

Oracle EBS data loading using appLOAD™ at LifeWay Christian Resources

By Austin Davis, Vice President of Marketing, Chain-Sys LifeWay Christian Resources is a religious nonprofit

LifeWay chooses appLOAD™

organization and is an entity of the Southern Baptist

LifeWay evaluated and selected appLOAD™ productivity

Convention. LifeWay produces Bibles, church literature,

tool from Chain-Sys Corporation for its Data Loading

books, music, audio and video recordings, church supplies,

activities in Oracle E-Business Suite. appLOAD™ is a new

and Internet services. The ministry operates 154 LifeWay

generation data conversion tool for Oracle E-Business Suite

Christian Stores across the country. LifeWay’s home office is

R12/11i. appLOAD™ is a reliable and scalable back end

in Nashville, Tennessee, where about 1250 employees work.

web based application which is not front end driven and not EXCEL macros driven. This tool aims to reduce the cost and

LifeWay has successfully implemented Oracle EBS Financials,

time of Oracle EBS data conversion activities. Any business

Projects, APC, Inventory, Purchasing, Order Management

user can confidently use this tool and convert the data

and Advanced Pricing modules for its global operations.

without any technical assistance. With appLOAD™, there is

LifeWay is on version 11.5.10.2 and their production

no programming required for any of your data conversion

database size is 1200 GB.

Data loading activities performed

by LifeWay:

needs. appLOAD supports all the open interfaces and API’s available within Oracle E-Business Suite R12/11i.

Productivity gains using appLOAD™

•

Item creation and update.

•

Item categories, item catalogs and item cross

reference creation and update.

•

PLM: Advanced Products Catalog creation.

Amy Goolsby remarks, “What I like about appLOAD is how

•

Bills of material Creation and Update.

fast it is. appLOAD executes the data loading processes in

•

New Customer Creation and Update.

the background with no baby sitting needed. I can do the

•

AR Invoice, Credit Memos and Debit

same task in 4 hours that used to take two weeks.”

memo creation.

•

AR Cash Receipt application with or

David Jamieson of LifeWay says, “The projected return on

without the invoice numbers.

investment provided through use of the appLOAD application

•

Project Budget Creation.

easily justified the cost of the product. We have identified

•

Projects with tasks and key member creation

and update.

uses that impact all business areas within E-Business Suite.

•

Price List creation and update.

•

Sales order processing.

Within a week of installing appLOAD, the business users started using the tool very effectively for their data loads.

Chain-Sys has been extremely responsive in identifying the most efficient uses of the tools and responding to our questions as we have begun to use the tool.”

The Struggle with DataLoader Manual mass data loading/maintenance within Oracle E-Business Suite can be tedious and very time consuming.

LifeWay utilized DataLoader for performing data loading as an alternative to manual methods. The DataLoader tool took lot of time and still could not provide a fool-proof

CHAIN•SYS

and robust solution. Amy Goolsby recalls that for about 1500 items loading it required constant monitoring and took 2 weeks with 8 computers in the conference room.

This time does not include the data loader spread sheet preparation time.

12

www.chain-sys.com

appLOAD™ Benefits •

Time and cost savings.

•

Highly stable, reliable, and scalable.

•

Fast in processing the data loads.

•

All processes are executed on the

application server as a Java

process (thread).

•

No need to watch Desktop/

Laptop screens when processing

takes place.

•

Highly user friendly.

The Right Tool The appLOAD™ tools are a right choice for the IT

appLOAD™ Productivity Suite - Hub and Spoke Model for LifeWay Christian Resources Oracle EBS QA

Oracle EBS Test

Oracle EBS Development

Oracle EBS 11i – Non Production Instances

Oracle EBS Production

Production Instance

appLOAD™

appLOAD™

environments of today and the technology changes that are coming up. Rooted in Enterprise Java/J2EE standards, it takes advantage of the enterprise quality scalability and reliability of the platform and is amenable to traditional deployments within the enterprise as well as to the Software as a Service model. appLOAD™ is currently available in Managed SaaS and Subscription SaaS for EBS Data Conversion needs.

Validated Integration

About Chain-Sys

Oracle Applications

Chain-Sys is an Oracle Certified Partner and has been highly successful in EBS Engagements using OBAs and appLOAD™ tools. The appLOAD Productivity tools (appLOAD™, appEXTRACT™, appINTERFACE™, appMIGRATE™) accelerate the technical implementation, ease production data maintenance, migrate data to R12 and provide around 85% cost savings. www.chain-sys.com. austin@chain-sys.com.

Be sure to ask your software vendors with integration to Oracle applications if they have Oracle Validated Integration.

With Oracle Validated Integration, Oracle applications customers can be confident that a partner’s integration has been tested and validated

by Oracle as functionally and technically sound, that the partner solution is integrated with Oracle applications in a reliable, standards-based way, and that the integration operates and performs as documented.

For the most current list of Oracle Validated Integrations, please visit http://www.oracle.com/ us/partnerships/solutions/index.html.

13

Automotive Parts Supplier Consolidates Regional Production Instances of Oracle E-Business Suite to Achieve Consistent Business Processes and Reduce Maintenance and License Fees

By Natalia Warren and Chris Busbee, eprentise The automotive industry aftermarket is worth more than

•

Eliminate duplicate integrations and interfaces

$250 billion and growing annually. With a booming market

•

Reduce testing during patches and upgrade

such as this, it is no surprise that many distributors of aftermarket automotive products have expanded their operations in order to reach additional markets and become a truly global operation. As experienced by

“IT

wanted

to

consolidate

because

of

the reduced hardware footprint, reduced

one aftermarket auto parts supplier, multiple enterprise

maintenance, and reduced support across

resource planning (ERP) environments can be difficult to

all areas, but it wasn’t until the stakeholders

manage due to the shared aspects of the different systems

saw a direct business benefit that we finally

as well as the disparate aspects between them.

received approval.”

The company is headquartered in the US but has extended its network to Canada, an initiative that required additional

Regional production instances were an obstacle to business

IT support in the form of an additional instance of its

improvements and the ability to grow. Additionally, the

Oracle E-Business Suite (EBS) ERP system as that provided

sales from Canadian operations accounted for only 10% of

the shortest time to a go-live. Both the US and Canadian

the company’s total revenue, but the level of IT support

enterprise-class data centers operated a production

required to maintain the Canadian instance was virtually

instance, a test instance, a development instance, and a

equivalent to that required to maintain the US instance.

project instance in addition to the backup and DR instances,

It made very little sense for 10% of the revenue to be

and the maintenance costs were simply out of line with

burdened by the cost structure of an entire EBS instance.

growing the business efficiently.

Project Planning and Roadmap The two main areas of the business involved with the

The consolidation project was done in three stages. The first

planning and decision making for the consolidation project

stage started involved running eprentise Metadata Analysis

simultaneously developed their own business cases for

to discover the scope of the project and identify the rules

going forward:

that needed to be created by eprentise Consolidation software. The second stage of the project moved all of the

Finance / HR:

data, including history, from the Canadian instance into

•

Facilitate efficient and effective decision making

the US instance. The third phase of the project focused on

with timely and reliable fact based information

standardizing all configurations, resolving duplicates, and

•

Obtain a single version of the truth / single system

restructuring operating units and inventory orgs to allow the

of record

business to leverage suppliers, execute common business

•

Access real-time information at consolidated level

processes, and do business as a truly global enterprise.

•

Create Centralized Shared Services (maintenance,

setup, centralized processing)

Results By using eprentise Software to consolidate two regional

IT:

14

instances to a single, global instance, the company saved

•

Reduce expenditure on hardware and IT personnel

millions of dollars and months of project time compared to a

(fewer servers, fewer databases, less storage)

similar company’s alternative approach of hiring consultants

•

Maintain consistent support by eliminating

to do a manual data migration.

multiple instances

Major benefits included: •

Reduction in IT costs from decreased IT footprint

n Elimination of duplicate efforts across various teams

n Single project for fixes, enhancements, patches, project work, and upgrades

n Consistent support for development, test, project, and production instances

n Elimination of duplicate integrations and interfaces

n Reduced testing during patches and upgrades

n Elimination of duplicate Disaster Recovery environment

n Reduction in hardware costs

•

Operation of Shared Services for financial processing

•

Expanded functionality without increasing headcount

n New modules, new third-party applications expanded to cover all operations without additional license fees

•

Efficient and effective decision making with timely and reliable fact-based information for both the US and Canada

n Access to a single version of the truth from a single system of record

n A central repository for all customer and supplier information

n Consolidated Financial, HR, and Supply Chain data

n Forced data standardization simplified the period-close and reporting process

n Improved consolidated reporting

n Enhanced global operations

•

Agility to adopt new technologies and undertake new business initiatives

•

Significant savings over reimplementation alternative in both time and cost

•

Retention of all history

While the auto parts supplier has future plans to upgrade to Oracle E-Business Suite Release 12, they are confident that using eprentise Consolidation software to consolidate instances has prepared them for the smoothest possible upgrade plan, allowing them to perform the upgrade to R12 a single time.

What does it cost you to run your business on E-Business Suite as it grows or changes? Visit www.eprentise.com to learn how to reduce costs and improve value with an agile, single-instance global enterprise that leverages the features of R12.

2010-2011 Edition

15

Product Families E-Business Suite

PeopleSoft Enterprise

Agile

AT&T Bottomline Technologies Chain-Sys CM Mitchell Consulting Colibri Limited Company eprentise Excel4apps Informatica IT Convergence KBACE Kofax Lumigent Technologies, Inc. Mercury Technology Group More4Apps NaviSite Noetix OneNeck IT Services Project Partners ReadSoft Red River Solutions Rolta TUSC SmartDog Services Solix Technologies Solution Beacon TAKE Supply Chain Talent Technology Corporation TurnKey Solutions Unitask Vertex, Inc. XTglobal

AT&T Informatica Maverick Solutions NaviSite Noetix OneNeck IT Services ReadSoft Talent Technology Corporation TurnKey Solutions Vertex, Inc.

Colibri Limited Company

Siebel CRM/OBIEE CM Mitchell Consulting Informatica Maverick Solutions Noetix Teradata XTglobal

Fusion Middleware

Primavera Project Partners

Hyperion OneNeck IT Services Red River Solutions Rolta TUSC Solution Beacon Teradata

Other CM Mitchell Consulting Informatica More4Apps ReadSoft Solution Beacon Talent Technology Corporation

CM Mitchell Consulting Innowave Technology Kofax Maverick Solutions Rolta TUSC Solution Beacon

Company Listings section beginning on page 20

16

Services Consulting

Managed Services

Software

CM Mitchell Consulting Colibri Limited Company Innowave Technology IT Convergence Maverick Solutions Red River Solutions Rolta TUSC Solution Beacon TurnKey Solutions Vertex, Inc.

AT&T Colibri Limited Company IT Convergence NaviSite OneNeck IT Services Rolta TUSC SmartDog Services Solix Technologies TurnKey Solutions XTglobal

Implementation

Systems Integration

Bottomline Technologies CM Mitchell Consulting eprentise Excel4apps Kofax Lumigent Technologies, Inc. Noetix Project Partners ReadSoft TAKE Supply Chain Teradata Unitask Vertex, Inc.

Chain-Sys Kofax Project Partners Red River Solutions Rolta TUSC Solution Beacon XTglobal

CM Mitchell Consulting More4Apps Project Partners Rolta TUSC Solution Beacon

Hosting Services AT&T IT Convergence Mercury Technology Group NaviSite OneNeck IT Services

Other CM Mitchell Consulting OneNeck IT Services Talent Technology Corporation

Training IT Convergence Maverick Solutions Solution Beacon

Hardware Teradata

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Solution Areas Enterprise Performance Management

Governance, Risk and Compliance

eprentise Excel4apps IT Convergence Noetix Red River Solutions Rolta TUSC SmartDog Services Solution Beacon Teradata

CM Mitchell Consulting eprentise Informatica Lumigent Technologies, Inc. Rolta TUSC Solix Technologies Vertex, Inc.

Business Process Outsourcing

Customer Relationship Management

AT&T IT Convergence KBACE Maverick Solutions NaviSite Solution Beacon Talent Technology Corporation TurnKey Solutions

CM Mitchell Consulting XTglobal

Master Data Management

IT Convergence Red River Solutions XTglobal

Financials Management AT&T Bottomline Technologies CM Mitchell Consulting Colibri Limited Company eprentise Innowave Technology IT Convergence Kofax Maverick Solutions NaviSite ReadSoft Rolta TUSC Solution Beacon Teradata TurnKey Solutions Vertex, Inc.

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Supply Chain Management Colibri Limited Company ReadSoft Rolta TUSC Solution Beacon TAKE Supply Chain

Application Information Lifecycle Management Informatica

Human Capital Management

Chain-Sys eprentise Informatica

Project Portfolio Management Project Partners

Other CM Mitchell Consulting Informatica Mercury Technology Group More4Apps OneNeck IT Services ReadSoft Talent Technology Corporation

On Demand OneNeck IT Services

Procurement Kofax

Project and Management OneNeck IT Services

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Company Listings AT&T Sales Contact: Sales 888.245.7874 www.att.com/oracle

AT&T’s Hosting & Application Services combines the power of AT&T’s network, hosting capabilities, and application services expertise. With 600+ hosted and managed instances, AT&T delivers implementation and support services for the complete suite of Oracle applications, including: Oracle, PeopleSoft, Hyperion, and Siebel.

Bottomline Technologies Sales Contact: Rick Bell 325 Corporate Drive Portsmouth, NH 03801 info@bottomline.com 800.472.1321 www.bottomline.com Bottomline Technologies provides collaborative payment, invoice and document automation solutions to corporations and financial institutions around the world. Our solutions are used to streamline and manage processes involving payments, global cash management, transactional documents and invoice approval.

Headquartered in the United States, Bottomline also maintains offices in Europe and Asia-Pacific.

Chain-Sys Sales Contact: Austin Davis 325 S. Clinton Street | Suite 205 Grand Ledge, MI 48837 austin@chain-sys.com 517.627.1173 x 202 www.chain-sys.com appLOAD™ data loading into EBS for initial conversions and regular data maintenance, available in traditional and SaaS models. Reliable and Scalable server based solution and not driven by excel macros. appMIGRATE™ provides easy data migration into R12. 80% cost savings.

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Company Listings CM Mitchell Consulting Sales Contact: Jennifer Pippen 1805 Shea Center Drive | Suite 240 Highlands Ranch, CO 80129 jennifer.pippen@cm-mitchell.com 303.526.2796 www.cm-mitchell.com CMMC specializes in designing, developing and deploying enterprise level strategies related to Enterprise Content Management and Oracle E-Business Suite solutions. CMMC’s patent pending DocSavi™ middleware solution is an Oracle Validated Product which leverages Oracle’s standard API’s to provide a light footprint integration between any Oracle E-Business Suite module and document management systems. CMMC is a certified partner and authorized reseller of Oracle, IBM FileNet, Kofax, AnyDoc, Fujitsu and WeWebU products. We provide professional services, integrations and document management life-cycle solutions.

Colibri Limited Company Sales Contact: Jimmy Jones 419 E Crossville Road | Suite 102 Roswell, GA 30075 jjones@colibrilimited.com 678.352.1001 www.colibrilimited.com Colibri provides highly skilled, professional resources to assist clients in fully leveraging Oracle Applications functionality and improving their Database operations. We specialize in delivering and managing Oracle e-Business Suite solutions as well as remote and on-site DBA and development services.

eprentise Sales Contact: Skip Straus 8815 Conroy Windermere Road | Suite 302 Orlando, FL 32835 sstraus@eprentise.com 408.549.1374 www.eprentise.com eprentise provides an alternative to reimplementation through Transformation Software for E-Business Suite. eprentise software consolidates EBS instances and changes any existing setups including all flexfields, charts of accounts, or calendars, and moves or consolidates legal entities, business groups, inventory organizations, and operating units. Results are reduced costs, increased efficiencies, and the ability to adapt to changing business requirements. The company’s flagship product, FlexField®, is the only software product in the market to change a chart of accounts quickly and easily.

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Company Listings Excel4apps Sales Contact: Scott Stollwerk 8384 Six Forks Road Raleigh, NC 27615 scott.stollwerk@excel4apps.com www.excel4apps.com Excel4apps is a provider of best-in-class Excel based reporting and budget loading software for Oracle. All products are available for immediate download and free trial, installing in minutes with no data warehouse and no additional hardware, setup or security configuration needed.

Informatica Sales Contact: Megan Hines 100 Cardinal Way Redwood City, CA 94063 mhines@informatica.com 212.262.2465 www.informatica.com Validated Integration Oracle Applications

Informatica is the world’s number one independent leader in data integration software. With Informatica, organizations around the world gain a competitive advantage in today’s global information economy with timely, relevant and trustworthy data for their top business imperatives. Informatica delivers a comprehensive, unified, open and economical software platform to reduce IT costs and expedite the time to address data integration needs of varying complexity and scale. The Informatica Platform supports all aspects of the data integration life cycle.

Innowave Technology Sales Contact: Mike Adams 2151 Michelson Drive | #230 Irvine, CA 92612 madams@innowavetech.com 949.223.6425 www.innowavetech.com Innowave Technology is an information architecture consultancy leveraging industry-leading applications and technology to improve business processes, increase agility, simplify enterprise integration, and reduce the overall cost of your Oracle investment. We provide unique solutions using Oracle Applications and Technology.

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Company Listings IT Convergence Sales Contact: Brian Koh 450 Sansome Street | 13th Floor San Francisco, CA 94111 bkoh@itconvergence.com 1.800.675.0032 www.itconvergence.com IT Convergence is the premier, global provider of Oracle E-Business Suite, Fusion Middleware, and Database solutions.

Our mission is to improve business processes through better use of technology. We do that by offering consulting, hosting, support, education, and development services through our offices in North America, India, China, and Latin America enabling our clients to improve business performance, wherever they are in the globe. Since 1998, IT Convergence has successfully partnered with 600 companies in over 50 countries.

KBACE Sales Contact: Steve Huebner 6 Trafalgar Square Nashua, NH 03063 shuebner@kbace.com 603.821.7000 www.kbace.com With an unwavering commitment to success, KBACE enables clients to be productive from day one by maintaining multiple lines of business dedicated to the Oracle速 E-Business Suite: Professional Services, Education, Advanced Technology, Analytics, Support Services, and hosted, HCM Solutions with Flexible Business Process Outsourcing.

Kofax Sales Contact: Mark Golden 15211 Laguna Canyon Road Irvine, CA 92618 mark.golden@kofax.com 949.727.1733 www.kofax.com Validated Integration

Oracle Applications Kofax is the leading provider of document driven business process automation solutions that streamline the flow of information throughout an organization, by managing the capture, transformation and exchange of critical information in a more accurate, timely and cost effective manner.

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Company Listings Lumigent Technologies, Inc. Sales Contact: Paul Stoffer 289 Great Road | 2nd Floor Acton, MA 01720 paul.stoffer@lumigent.com 978.206.3627 www.lumigent.com Lumigent mitigates business risk, monitors for errors and fraud, and reduces the total cost of compliance by continuously monitoring and ensuring the integrity of application controls and data that drive critical business processes such as financial reporting, order-to-cash, and procure-to-pay.

Maverick Solutions Sales Contact: Fred Von Canon 8521 Six Forks Road Forum II, Suite 108 Raleigh, NC 27615 fvoncanon@mavericksolutions.net 919.844.2000 www.mavericksolutions.net Maverick Solutions offers technical and functional training for Oracle E-Business Suite and PeopleSoft, as well as for OBIEE, SOA, Fusion Middleware, and the Oracle database. Our pricing, flexibility, and quality set us apart.

Call 866.Maverick and let’s talk about training!

Mercury Technology Group Sales Contact: Marc Schissler 111 Pacifica Avenue | Suite 100 Irvine, CA 92618 marc.schissler@mercurytechnology.com 866.417.0260 x2 www.mercurytechnology.com Mercury Technology Group’s Oracle Applications Online service is a fully outsourced solution that provides all the features and capabilities of Oracle E-Business Suite, but delivered as a Hosted Application via Mercury’s Enterprise Cloud Infrastructure at a price you can afford.

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Company Listings More4Apps Sales Contact: Sales 11400 W. Olympic Boulevard | Suite 200 Los Angeles, CA 90064 usasales@more4apps.com +1 (0)310.445.8853 www.more4apps.com More4Apps is a global data integration software provider.

More4Apps offers the broadest selection of Excel-based data integration products to process information with superior speed and accuracy. This provides more reliable, timely data delivery for users of the Oracle E-Business Suite who are looking for the best user experience available.

NaviSite Sales Contact: Brady Reiter 400 Minutemen Road Andover, MA 01810 breiter@navisite.com 678.919.7752 www.navisite.com NaviSite is a leading provider of enterprise-class cloud-enabled hosting and managed applications services. The Company offers a full suite of managed services for enterprises looking to outsource IT infrastructures and reduce capital and operational costs. NaviSite is Oracle Certified Advantage Partner.

Noetix Sales Contact: Sales 5010 148th Avenue NE | Suite 100 Redmond, WA 98052 sales@noetix.com 425.372.2699, Toll-free 866-4NOETIX www.noetix.com Noetix provides instant operational reporting and packaged analytics for Oracle Applications. Our patented metadatadriven software and lean architecture deliver the lowest cost BI solution to acquire, implement, and maintain. Noetix uses innovative technology to quickly eliminate the costly manual mapping efforts required to set up an enterprise reporting environment. Easy search and navigation capability allows users to create ad hoc reports and answer their own questions without help from IT. More than 1,400 customers use Noetix everyday to gain insight into their organization.

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Company Listings OneNeck IT Services Sales Contact: Sales 5301 N. Pima Road | Suite 100 Scottsdale, AZ 85250 info@OneNeck.com 480.315.3000 www.OneNeck.com OneNeck IT Services is a leading hosting and managed services provider to mid-market companies. OneNeck supports a variety of ERP applications and offers a wide range of services including application, database and network management, data center management, 24/7 customer support, disaster recovery and desktop support.

Project Partners Sales Contact: Michael Zwain 520 Purissima Street Half Moon Bay, CA 94019 mzwain@projectp.com 973.822.2715 www.ProjectP.com Project Partners provides expert Project Portfolio Management services, and software products that extend Oracle and Primavera applications to meet the needs of project-driven firms. An Oracle Platinum Partner, Project Partners has executed global PPM projects for over 300 firms.

ReadSoft Sales Contact: Emily Gelpi 3838 Causeway Boulevard Lakeway III | Suite 2400 Metairie, LA 70002 oracle@readsoft.com www.readsoft.com Achieve fast, cost-efficient document processing with Oracle-certified solutions from ReadSoft. Graco, Energizer and 6,500 other organizations trust ReadSoft to optimize purchase-to-pay, order-to-cash and enterprise capture processes.

Experience the ReadSoft Effect and maximize cash flow while overcoming repetitive, labor-intensive tasks.

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Company Listings Red River Solutions Sales Contact: Michael D. Stewart 14800 Quorum Drive | Suite 325 Dallas, TX 75254 michael.stewart@redriversolutions.com 972.715.6103 www.redriversolutions.com/redriver Red River Solutions is a full range solution provider utilizing a network of unparalleled, and experienced talent. We offer end-to-end assessments of our client’s business processes, and find customized business and technology solutions that quickly drive measurable results.

Rolta TUSC Sales Contact: Eric Noelke 333 Butterfield Road | Suite 900 Lombard, IL 60148 noelkee@tusc.com 630.960.2909 www.tusc.com Rolta TUSC is an experienced and knowledgeable IT partner that provides assessment, implementation, and ongoing support services for mission-critical IT and business systems. In 2008, we underwent several acquisitions and a consolidation of our Oracle and Business consulting practices, forming a cohesive quilt of services for the challenging times ahead. With more than twenty years of experience creating and optimizing large-scale IT applications and infrastructure, Rolta TUSC has the proven expertise required to help clients achieve their business goals through technology.

SmartDog Services Sales Contact: Robert Specchio 7004 Bee Cave Road | Building 3, Suite 100 Austin, TX 78746 sales@smartdogservices.com 800.309.1213 www.smartdogservices.com

The Oracle Customer ’s Best Friend

SmartDog Services provides on-command Oracle expertise to customers who run the Oracle Technical Stack and eBusiness Suite. SmartDog’s zero dollar approach is a straightforward, no commitment business model that provides flexible, costeffective Oracle expertise to customers in as little as fifteen minute increments. Our mission is to be your advocate in the Oracle community – your “friend in the business.”

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Company Listings Solix Technologies Sales Contact: Akshay Kumar 4500 Great America Parkway | Suite 120 Santa Clara, CA 95054 akshay.kumar@solix.com 408.654.6413 www.solix.com Validated Integration Oracle Applications

Solix Technologies, Inc. is a leading provider of enterprise data management solutions that help businesses to improve application performance, reduce storage costs, meet compliance and data privacy requirements.

Solution Beacon Sales Contact: Sales 14419 Greenwood Avenue N | #332 Seattle, WA 98133 sales@solutionbeacon.com 888.603.9243 www.solutionbeacon.com Since 2001, Solution Beacon has been helping companies solve problems by providing solutions that maximize business potential. With technical and functional expertise spans the entire EBS footprint, we help companies utilize Oracle systems to solve the most complex enterprise wide issues. We are R12 experts; recognized for knowledge sharing with OAUG presentations, our published books, and our public vision instance helping thousands of Oracle users to enhance their understanding of Oracle.

TAKE Supply Chain Sales Contact: Dawn Kovach 6805 Capital of Texas Highway | Suite 370 Austin, TX 78731 dawn.kovach@takesupplychain.com 512.735.4242 www.takesupplychain.com TAKE Supply Chain’s real-time supply chain execution solutions improve the speed, visibility, and control of extended manufacturing and distribution supply chains. Since 1994, TAKE has assisted 320+ clients in automating and controlling process execution within their extended supply networks.

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Company Listings Talent Technology Corporation Sales Contact: Jennifer Watkiss 300 – 10991 Shellbridge Way Richmond, BC V6X 3C6 Canada info@talenttech.com 866.747.3375 www.talenttech.com Talent Technology provides recruiting software for corporate HR departments. Resume Mirror™ is the only resume parsing and extraction solution with Oracle-validated integration to Oracle iRecruitment & PeopleSoft TAM. Our Extraction, Search and Job Posting technologies are offered as add-on modules to ERP recruiting solutions.

Teradata Sales Contact: Todd Cannaday 2835 Miami Village Drive Miamisburg, OH 45342 todd.cannaday@teradata.com +1 866.548.8348 www.teradata.com Teradata is an Oracle Certified Partner focused on OBI and ODI, and a leader in enterprise data warehousing. The combination of OBIEE Plus, OBI Applications, Essbase, and ODI with the EDW helps companies make better, faster decisions that drive growth.

TurnKey Solutions Sales Contact: Carnig Izmirian 621 17th Street | Suite 1320 Denver, CO 80293 cizmirian@turnkeysolutions.com 866.366.2369 x102 www.turnkeysolutions.com

Enterprise Software Quality... Accelerated

TurnKey Solutions provides Enterprise-level, functional and performance testing products and services for Oracle ERP, CRM and custom applications. Our wide range of automated and outsourced Quality Management solutions is designed to meet the diverse needs of clients and industries worldwide.

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Company Listings Unitask Sales Contact: Sales 7 W. Square Lake Road | Suite 112 Bloomfield Hills, MI 48302 sales@unitask.com 866.Unitask www.unitask.com OAUG Star Partner Unitask is committed to helping organizations implement, maintain, and run Oracle E-Business Suite by enabling a print from anywhere, to anywhere environment and by managing and deploying system changes while reducing error. Find more information at www.unitask.com.

Vertex, Inc. Sales Contact: Dave Homiak 1041 Old Cassatt Road Berwyn, PA 19312 dave.homiak@vertexinc.com 610.651.5361 www.vertexinc.com Validated Integration Oracle Applications

Vertex, the leading provider of global tax technology solutions, brings over 30 years of experience to the Oracle community. Vertex provides transaction and income tax solutions that streamline compliance processes and provide data management capabilities for Oracle, PeopleSoft and JD Edwards users.

XTglobal Sales Contact: Chad Clifford 18170 Dallas Parkway | Suite 201 Dallas, TX 75287 chad@xtglobal.com 972.755.1810 www.xtglobal.com XTglobal, an Oracle Platinum Partner, specializes in implementation and upgrades of Oracle E-Business Suite 11i/12, OBIEE, Siebel CRM, Siebel CRM on demand, and Hyperion suite of applications and provides 24/7 Oracle DBA services through its onsite/offshore and/or remote shared services.

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