John Fortado September 4 , 2014 - Emtec Inc Marriage of Finance and Operational Analytics Common Business Scenario •Custom platform •Limited Summary data in data warehouse •No

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

The Marriage of Finance and Operational Analytics

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 KPI’s

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, URL’s

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

http://www.emtecinc.com/

John Fortado September 4 , 2014 - Emtec Inc Marriage of Finance and Operational Analytics Common Business Scenario •Custom platform •Limited Summary data in data warehouse •No

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