Moving Customizations To The Cloud BI Apps Analytics OBIEE Reports BI Publisher BI Publisher Additional Data DFF & Custom Tables/Code DFF, ... Traditional Customizations Fusion Cloud

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

UKOUG Apps17 Mon 4th December 2017

Moving Customizations To The Cloud

Richard BinghamOracle Product Developmenthttp://blogs.oracle.com/FADevRel


Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Confidential – Oracle Internal/Restricted/Highly Restricted 3


Program Agenda

Customization Story

Analyze: Where Are We Now

Evolve: Where Do We Want/Need To Be

Map: How Can We Get There

Extend: Can We Go Further

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Program Agenda

Customization Story





Summary

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Customization History


“The vast majority (90%) of ERP users have incorporated at least some level of customization in their systems” Panorama Consulting

“Heavily customized ERP implementations should be relegated to "legacy" status, indicating their increasing irrelevance in the modern enterprise environment” Gartner

“On average, global midsize firms that have shifted their ERP applications to the cloud are spending 30% less and are growing revenues by 35% more on an annual basis than those midsize firms that have remained onpremise” AMI Research

“Roughly 90% [customers] expect to not customize their ERP system when they start [an implementation]” Panorama Consulting.

http://panorama-consulting.com/tuesday-poll-erp-customizations/

http://www.gartner.com/newsroom/id/2658415

http://www.oracle.com/us/dm/ami-2815644.pdf


Reduced the Need for Customization

• Adopt Business Best Practice

– Functional Feature Design

– User Experience• Simple and Intuitive

• Fewer Clicks, Scrolls etc

– Analytics Where You Need It

• Leverage New Flexibility

– Configurations

– Options and Choices

– Industry Solutions



Migration: Some Utilities Exist

• Cloud Loaders & Web Services

– Functional Configurations

– Business Objects / Metadata

– Transactional Data

• But ... no wholesale lift-and-shift exists. And that’s a good thing...

– 1 ≠ 1

– Very Complex

– Very High Risk



Customization Classifications

• User Interface

– Changes & Additions To Pages and Forms

– New Pages and Forms

• Additional Data

• Business Processes

– UI & Transaction Flow

– Workflow / Event-based

– Scheduled Processes

• Custom Code

• Reports and Analytics

• Function and Data Security (Roles and Policies)



Customization Semantics


• Configure = Change some individual settings (e.g. Profile)

• Tailor = Set some properties (e.g. Branding)

• Customize = Change some visual/process pieces (e.g. Composer)

• Extend = Add some new things (e.g. Page Integrations)


Customization Migration: A Common-Sense Methodology

• Use a Structured Approach

• Agreed by Stakeholders

• Reduce Risk


Analyze

• Today

Evolve

• Destination

Map

• Source to Target

Extend

• Enhance


Program Agenda

Customization Story





Summary

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Analyze: Do An Audit

• Why Do They Exist?

– Does the new application replace the requirement?

– Is the business need still relevant?

• How Much Are These Used?– When, Why, How, By Whom?

– Real statistics

• What Are They?

– Functionality / Design

– Technical Implementation

– Who created them, When and How?


• Check Documentation

• Design & Specifications

• System Implementation

• Use Administration Tools

• Reports & Screens

• Use Sysadmin / Developers

• Custom Reports & Scripts

• Code check

• Support & Maintenance Costs


Analyze: Go Looking



Analyze: Go Looking Deeper


OAF, Java

PL/SQL

Tables, Indexes

Forms, Reports, Scripts


Program Agenda

Customization Story





Summary

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Evolve: Design The Future

• What MUST you still customize?

– Five WHY’s

– Impact Analysis

– Rigorous Stakeholder Approvals

• Is it what Business Users Really want?

– Can you Improve the design

– Use a better business process

• Run cost:benefit option comparisons

• Post-Implementation: Revisit After Upgrade



Program Agenda

Customization Story





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Create a Map

• Understand what is Possible

– Architectural Design

– Functionality

– Embedded Features / Technologies

– Extension Features / Technologies

• Understand what is Involved– Implementation

– Maintenance



Create a Map: Source to Target


Customization Classification TODAY (E-Business Suite) GOAL (Fusion Cloud Applications)

User Interface Forms and OAF ADF Pages

Analytics BI Apps Analytics OBIEE

Reports BI Publisher BI Publisher

Additional Data DFF & Custom Tables/Code DFF, EFF & App/Data Composer

Business Processes Functional Configuration & Workflow

Config / Data Composer / SOACS / PCS

Custom Code PLSQL/C/Java PaaS Service Integration

Scheduled Jobs Concurrent Jobs Enterprise Scheduling Service

Function & Data Security FND Responsibilities / Functions / Menus

Security Console


Customization Storage: Meta Data Services (MDS)

• Forms an Overlay

• Base Document Untouched

• Upgrade Safe



UI: Theme and Text



UI: Structure


Custom Items

Dynamic Show/Hide

Custom Folders


UI: Announcements


• Rich Text & Media

• Shows on Homepage

• Start/End Date

• Combine with

– Custom Help Content

– Custom Infolets


UI: Page Composer

• Page Component Properties

• Runtime Expressions

• Custom Reusable Values



UI: Page Composer - Content



UI: Page Integration Wizard

• New Pages

• New Tabs

• Source: URLs or Containers



UI: Mobile Apps Configuration


• Show/Hide Fields• Show/Hide Tabs• Add Analytics


Data: Application Composer


• Custom Objects & Fields• Code: Rules and Triggers• UI Layouts

https://youtu.be/dsxTp864a1c

Sales CloudProject Portfolio ManagementSCM Cloud (Innovation Management)


BI: Composer

• BI & BIP Wizards

• Full OBIEE Authoring



Program Agenda

Customization Story





Summary

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Extend: Not The Same ... Better

• Use The Advanced Options

– Branding / Look-and-Feel

– Embedded Applications

• Proven Packaged Partner Solutions– Oracle Cloud Marketplace

• Integration

– Your OnPremises/Cloud Apps

• Deploy New Solutions on Oracle PaaS

– Mobile Apps, JavaScript, JavaEE, DB-APEX, SOA and BPM, Node.js and more



Extend: PaaS

• Extensive Capabilities

• Cloud-First Features

• Managed by Oracle

• Integration-ready


https://blogs.oracle.com/fadevrel/tags/paas4saas + More...


Extend: Add Apps from Oracle Cloud Marketplace

• ISV Partner Apps

• Tried and Tested

• Designed for Oracle Cloud



Extend: Integrate via APIs

• Web Services

– REST

– SOAP

– ATOM

• Loaders

– Files

– Spreadsheet


My Session: Wednesday 10am


Program Agenda

Customization Story





Summary6

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Summary


Analyze

• Today

Evolve

• Destination

Map

• Plan A Route

Extend

• Enhance


Solving The Common Challenges

Traditional Customizations Fusion Cloud Applications

Required For My Industry / To Standout Often in New Functionality or Complementary Services

Hard To Do Done online, in a browser.

Expensive To Build – Requires Technical Specialists For Users, Managers, Administrators

Not Upgrade Safe Are Upgrade Safe

Brittle & Often Complex Mature platforms. Implementation ‘guard-rails’.

Undocumented Shown in MDS Overlay

Static - Not Easily Changed Easy To Adjust – No IT Dept.

Always New (buggy) / No Tried-and-Tested Custom Solutions

Oracle Cloud Marketplace

High TCO & Maintenance Ring-fenced in MDS Overlay

Little Support Standard Functionality – low/no code.



My Team

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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 40

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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 41

Moving Customizations To The Cloud BI Apps Analytics OBIEE Reports BI Publisher BI Publisher Additional Data DFF & Custom Tables/Code DFF, ... Traditional Customizations Fusion Cloud

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