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Oracle Demantra Case study documeent for oracle demantraa connsultants.
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Presented by Sunday Ichie
Implementing Demantra as a replacement to a legacy
forecasting tool:
A TI Success Story
IntroductionIntroduction
Business EnvironmentBusiness Environment
Agenda
Legacy System BackgroundLegacy System Background
Business CaseBusiness Case
Implementation ExperienceImplementation Experience
Case Study ConclusionsCase Study Conclusions
IntroductionIntroduction
Business EnvironmentBusiness Environment
Agenda
Legacy System BackgroundLegacy System Background
Business CaseBusiness Case
Implementation ExperienceImplementation Experience
Case Study ConclusionsCase Study Conclusions
Introducing Education Technology (Ed Tech division)
Revenue $500+M Product lines:
Calculators (graphic, scientific and business) Classroom learning systems, Data collection devices & computer software
World leader in products focused on bridging the gap between education and technology
Works with educators throughout the world in designing and developing technology for classrooms
A well-managed company and great place to work
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TI InterActive!
TI Connect
TI Connect
TI-Navigator
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Product Lines
TI-Presenter
IntroductionIntroduction
Business EnvironmentBusiness Environment
Agenda
Legacy System BackgroundLegacy System Background
Business CaseBusiness Case
Implementation ExperienceImplementation Experience
Case Study ConclusionsCase Study Conclusions
Suppliers Manufacturers
INVENTORY
Distribution
INVENTORY
End CustomersChannel
INVENTORY
INVENTORY
Supply Chain Operations
Three primary suppliers (Far East)
Sourced from
China
4 global distribution Centers
Major Retail chains and Distributors
Students, teachers, end users
Supply Chain Overview
Seasonal business (back-to-school) Forecast at calculator level Data collection fed into ASCP. Output is pushed back to MRP (PO, WIP) Supplier schedules generated for suppliers every two weeks. Schedules are in 13 weekly buckets and 9 monthly buckets. Suppliers commit to schedules and are manually input into Apps Primary Supplier Schedule for 300 Item/Supplier Finished
Goods combinations• Forecast at detail level (Item/Customer/Country) for 1300 Items,
1000 Customers and 23K combinations
Planning Systems Summary
Where we were in 2008…
Full Oracle E-Business suite -Live since 1999 -Currently on 11.5.10.2 Modules = Financials, OM, MWA, many CRM modules Oracle Planning (MRP) – 1999
Integration with ASCP 2003 Yantra WMS Data Warehouse Legacy Demand Planning: Manugistics -1999
ERP SystemsOracle ERP Applications (Oracle 11.5.10) Environment
Order Management Oracle iStore iPayment Payables Financials Purchasing Warehouse Management System
WMS (Europe) Manufacturing Oracle Mobile Web App (MWA) Shipping and Logistics
Chainware Loftware Vendor Connect
Demand Planning: Manugistics Oracle Planning: Oracle Discoverer View and Plus (Reporting) Data Warehouse (Reporting) Oracle Single Sign-On (SSO)
IntroductionIntroduction
Business EnvironmentBusiness Environment
Agenda
Legacy System BackgroundLegacy System Background
Business CaseBusiness Case
Implementation ExperienceImplementation Experience
Case Study ConclusionsCase Study Conclusions
Legacy System
Manugistics NetWORKS Demand and Collaborate
(Scheduling and Demand loading)
Statistical forecast engine Graphical and data table interface One forecast in and one forecast out Provides the ability to add an override at a higher level
and allocate that override to the lower levels 3 separate modules – equated to long batch processing
and forecast load times
Operational Decisions (Daily/Hourly or shorter)
Tactical Decisions (Monthly/Weekly)
OrderCommitment
Manugistics FunctionalityTM
Strategic Decisions (Annually/Quarterly)
Sales Planning
Strategic Planning
Master Planning
Detailed SchedulingOrderCommitment
Supplier Planning
Transportation Management
Forecasting Process Flow
•Manugistics•Data Warehouse
•Oracle ASCP
Sales & Marketing Inputs
Reporting: Finance (Revenue, Margins, Costs…) SCP (Quantity, Dates) …
ASCP: E2E Planning
Reporting: Reviews & Consensus
DatabaseServer Client
RPCs
ApplicationServer
Databases
SQL*Net
Manugistics Infrastructure –Hardware & Software
Sun Solaris 2.6SCPO Server V6.02Oracle RDBMS 8.0.6.0Transarc DCE V2.0
NT Server 4.0NetWORKS Collaborate v6.0.1BEA WebLogic Server v4.0.3Manugistics ODBC driver for Oracle 8
MS WindowsDP/EE ClientMDAC Version 2.1
Business Application
Application
End of LifeOperating
System (OS)OS
End of LifeHardware
Hardware
End of Life
Manugistics Core
De-Supported
Solaris 2.6 De-Supported Sun Ultra-450 De-Supported
Oracle RDBMS 8.0.6
De-Supported
SCPO Server V6.02
De-Supported
NetWORKS Collaborate v6.0.1
N/A Windows NT 4.0De-Supported
HP Server
De-Supported
Manugistics ODBC driver for Oracle 8
N/AWindows NT 4.0
De-Supported
Manugistics System Support Lifecycle
End of Support Life Near End of Support Life
Forecast accuracy and visibilityCollaborationLots of manual work
Challenges/ Opportunities
Op
erat
ion
al S
up
po
rt
Vendor Support
Integ
ration
Limita
tions
Business Need
No DR – poor business continuity provision
Legacy system out-dated and not sustainableEnd-of-Life Manugistics software
End-of-Life Sun Hardware End-of-Life Solaris OS
No integration to APS No integration to ERP
No support for sales and operations planning
IntroductionIntroduction
Business EnvironmentBusiness Environment
Agenda
Legacy System BackgroundLegacy System Background
Business CaseBusiness Case
Implementation ExperienceImplementation Experience
Case Study ConclusionsCase Study Conclusions
Business Case
Forecast Tools in Need of an Overhaul Integrated Supply Chain Planning environment, Forecast accuracy and out of stock occurrences
Key applications were in various states of disrepair, and the risk of affecting business had become very real.
Business faces a risk of the loss of Demand Planning capabilities due to multiple de-support scenarios.
Did not want to rely on EOL Legacy System to forecast $500 million of revenue?
The executive team could not accept the increasing risk of a forecast process breakdown, so a decision was made to take action.”
Action Plan
Run maintainreadiness
Manugistics Infrastructure
Upgrade
Demand Planning
Discovery
Demantra & ASCP Projects
Proactive activities to ensure system availability: keeping the lights on
Vendor Selection
Planning Organization 2008 strategic Projects
Infrastructure upgrade project POC
Improve current operations Freeze development Minimize changes
Explore feasibility of upgrading existing infrastructure: OS and database versions
Define Selection Process
Vendor Selection Process
Vendor Research
Vendor List
Engagement
Evaluation
Select Vendor
Conducted vendor research Internet Whitepaper Gartner (Best of Breed, Magic Quadrant) Past relationships Solicited peers
Vendor Selection Process
Vendor Research
Vendor List
Engagement
Evaluation
Select Vendor
Met with stakeholders Engaged selected vendors Requested RFP
Vendor Selection Process
Vendor Research
Product Features
Engagement
Evaluation
Select Vendor
Product Features
Ora
cle
DP
De
ma
ntr
a +
Ora
cle
Ma
nu
gis
tic
s
Demand management
Statistical forecasting
Multi-dimensional analysis and reporting
Consensus forecasting
High volume forecasting
Demand shaping (NPI, phase-outs, adjustments etc.)
Trade promotion planning and optimization
Promotion modeling to estimate volume lifts
Scenario analysis to evaluate promotional impact
Optimal promotional spend
Sales and operations planning
Alerts, workflows, and KPIs based automation
Revenue and margin analysis
Demand and supply matching
Vendor Selection Process
Vendor Research
Vendor List
Engagement
Evaluation
Select Vendor
Executed vendor evaluations, based on the defined approach evaluation criteria, and scoring. Determined point totals and published final scores internally
Vendor Selection Process
Vendor Research
Vendor List
Engagement
Evaluation
Select Vendor
Selected vendor. Notified all other vendors of status. Made plans for the execution of the contract, pending reviews of terms and conditions
Next Steps
Charter a Business Systems Project Identify Business Sponsor Set Measurable Objectives Identify Implementation Partner
CHALLENGES
Years of customizations had resulted in a complex platform, but one that was familiar and comfortable for its resident users. Manugistics ,while out of date and in danger of imminent failure, was getting the job done for the Planners
The biggest challenges associated with this project were user-focused. Convincing the Planners that replacement software was vital to the success of the company was the first hurdle, and introducing the selected solutions would require user preparation
TI Confidential 28
Project – Wish List
Provide the ability to load and archive a Salesman, Consensus, and Statistical forecast
Automated Copy History – update actual sales to particular SKU’s Ability to allocate (dis-aggregation) the statistical forecast at a high
level to a lower level using historical data, proportions, and other appropriate methods
Ability to generate and override multiple forecasts Provides extensive report writing and graphing capabilities. Reduction in batch processes and total run times
IntroductionIntroduction
Business EnvironmentBusiness Environment
Agenda
Legacy System BackgroundLegacy System Background
Business CaseBusiness Case
Implementation ExperienceImplementation Experience
Case Study ConclusionsCase Study Conclusions
Project Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
Evaluate
Replace EOL System
integrated Supply Chain
Planning
Enable Real Time Sales & Operations Planning
Upgrade ASCP
Implement Demantra
DM
Reduced manual
processes
Identify and Prioritize
Project Driversand Objectives
Project Scope (ASCP)
Upgrade ASCP hardware environment to enable stable support for a combined ASCP and Demantra environment. The upgrade activity will bring the environment to the current (Solaris) Operating System and (Oracle ASCP) patch level
The Project end-state will be a combined Oracle ASCP/Oracle Demantra server configuration, enabling more native integration across modules and sharing Data Collection processes between the ASCP/Demantra and Oracle EBS environments
Project Scope (Demantra): Phase I and II
Phase I: Replace Manugistics with Demantra as the global forecasting tool for ET Sales forecasting
Enable a more integrated Supply Chain Planning environment, reduce manual processes, increase forecast accuracy
Enable a Phase 2 project to implement Demantra Real Time Sales & Operations Planning (RTS&OP)
Phase II: Development processes, reports and the enabling of the Demantra RTS&OP module to create a robust real time Sales & Operations Planning process (RTS&OP): Units and Dollars in one place – real time and interactive Support multiple Forecasts, Forecast Revisions & historical
Forecast Deltas In short, the ability to see how we have done in the past (accuracy
by units and dollars) and to factor current forecasts by historical patterns – in real time
Evaluate
Demantra is a completely independent product from Oracle ERP
Oracle Demantra Platform of 6 Solutions
Demand Management Advanced Forecasting and Demand Modeling Real Time Sales and Operational Planning Predictive Trade Planning Trade Promotion Optimization Deductions and Settlement Management
Elements of a Demantra Solution
ClientsA Demantra solution includes multiple client machines, each running a browser to access Demantra
Application ServerWeb server and a J2EE application server, which can be on the same or different machines; for supported software, see the Oracle Demantra Installation Guide
Database ServerEvery Demantra solution includes a database server
Analytical EngineOracle provides two different modes for the Analytical Engine:
In PE mode, the engine is suitable for use with Promotion Effectiveness. In DP mode, the engine is suitable for use in demand planning
applications.
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
Plan
ASCP Upgrade OS for existing hardware Deploy new ASCP hardware. (Change to multi-node configuration) ASCP Upgrade vs. Re-Implementation Source Side Requirements Replace customizations
Demantra Retool processes Take advantage of simplification opportunities in advance of
Implementation Phasing
Evaluate
Software Requirements Application Servers Client Requirements Licensed Modules
Hardware configuration Hardware Architecture
DB and AS Server Demantra Analytical engine (windows server)
Integration Options Connectivity Requirements (Performance
Requirement)
Hardware Sizing Use Oracle Demantra and ASCP Sizer
Total Locations [50]
Total SKU [200]
Average SKUs per Location [40]
Effective Avg. theoretical SKU/Location Combination [20000]
History Periods [36]
Future Periods [18]
Total Periods [54]
Number of Users [30]
1. EBS 11i10 sources instances + combined 11i10 APS/Demantra destination instance
2. EBS 11i10 sources instances + separate 11i10 APS + separate Demantra destination instance
Data collectors can be used to export the data from Oracle ERP to Demantra but it still needs to be transformed to fit the needs of Demantra.
EBS-Demantra Configurations Options
Data Model
Process & Functional Flow
•Demantra•Data Warehouse
•Oracle ASCP
Sales & Marketing Inputs
Reporting: Finance (Revenue, Margins, Costs…) SCP (Quantity, Dates) …
ASCP: E2E Planning
Reporting: Reviews & Consensus
Current Project Phase is focused on replacing Manugistics with Demantra while maintaining as much consistency with current processes as feasible.
Demantra Integration with Oracle E-business Suite and ASCP 11.5.10 (Decentralized Architecture)
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
Prepare
Took Advantage of Available ASCP and Demantra Content (https://metalink.oracle.com/)
ASCP Oracle Advanced Planning and Scheduling Suite (118086.1) 11.5.10 - Oracle Advanced Planning Implementation and Users
Guide (B-10144-08) List of High Priority Patches for the APS Suite – (223026.1)
DEMANTRA Oracle Demantra Documentation Library" Metalink. (Doc Id:
443969.1)EBS-Demantra Integration Installation Overview and Diagram (434991.1)
Demantra SIG group website: (http://demantrasig.oaug.org/knowledgebase.php?page=knowledgebase)
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
AnalyticalEngine
HP Server (380G5)
Brower (Client)
ASCP Forms/Web OAS 10g R3 (SOA)
OC4J_DemantraSun v880
Existing Hardware
New Hardware
Key
HTTP /HTTPS
OracleNET 8
ASCP DB/CCM &Demantra DB / Services
Sun V890
Architecture
Oracle 11.5.10
Sun SolarisDB/CCM – 8x32 SFe4900
Forms/Web – 3-4x16 SFv440Login via SSO
WMS Yantra YCS/DCS
Sun Solaris2x8 SFv880
Data Warehouse
Sun SolarisSun v890
dblink
dblink
dblink
dblink
OracleNET 8
Execute ASCP
1. Install APS - 11.5.10 CU2
2. Apply APS patches ATP Patch for J -Rollup Data Collections patches (RUP#24 Patch – 6625126) ASCP Engine/UI Rollup patch #27 - 6444221
3. Create DB link between transaction source (ERP) server and APS(Advanced Planning & Scheduling) server
4. Setup/configure/verify EBS/APS Profiles
5. Setup Collection Instance
6. Setup collection program
7. Run collection to copy supply chain model from source instance to APS server
8. Define an ASCP plan and setup plan options (with no constraints)
9. Launch the plan
Execute Demantra
EBS-Demantra Installation Install OracleAS 10.1.3 Application Server Middle Tier On the Windows Server
1. Install Oracle 10g Client
2. Install Oracle Demantra 7.2
3. Create and Deploy demantra.war file to Oracle AS 10.1.3 Middle -Run Create_war.bat (%DEMANTRA_HOME%\Collaborator\demantra)
4. Run Tamcat WebServer -%DEMANTRA_HOME%\Collaborator\Tomcat\bin\startup.bat
Upgrade EBS/APS 11i (11.5.10.2) applications to J2SE 1.5.0.12 Upgrade EBS/APS 11i (11.5.10.2) applications Dev6i to Patch 18 or
newer Install Latest ASCP Collections and Engine Patches on EBS/APS Install EBS Demantra Integration Patch
EBS Demantra Integration Patch Install on both EBS and APS Applications Instances. Source ------
6625126 Data Collections Patch (Rup#24) 5997112 EBS-Demantra Integration Patch
Destination ----------- 5985614 Oracle Demantra Release 7.1.1 6444221 Engine/UI Rollup Patch (Rup#27) 6625126 Data Collections Patch (Rup#24) 5997112 EBS-Demantra Integration Patch
The Integration Patch installs Demantra (MSD_DEM_XXXXXX) objects into the APS Database / Demand Planning MSD Schema.
Setup Demantra Profiles
Source Side ProfilesProfile Name Value -------------------------------------------------- --------------- MSD: Enabled Organization for Item Collections MSD_ALL_ORG
MSD: Two-Level Planning 2
Destination Side ProfilesProfile Name Value -------------------------------------------------- --------------- MSD_DEM: Currency Code USD
MSD_DEM: Data Profile for Price Lists EBS Price List MSD_DEM: Debug Mode N
MSD_DEM: Host URL
http://dlek40.itg.ti.com:8888/demantraMSD_DEM: Schema DEMANTRA
Execute Demantra
Run Download Calendars concurrent program) The Download Calendars concurrent program downloads
collected manufacturing and fiscal calendars, in Advanced Supply Chain Planning collections, to Oracle Demantra.
Register APS with OID/single sign-on server to enable single sign-on (Follow note Register Demantra applications with OID/single sign-on) -Run ssoreg Enable mod_osso (in httpd.conf file) Protect the required Demantra URLs in mod_osso.conf file Update mod_osso.conf in [ORACLE_HOME]\Apache\
Apache\conf
Restart Demantra Web Server
Execute
Notes on Testing
Test key business processes, flows and scenarios Execute multiple testing rounds and budget enough time for
issue resolution Performed 3 successful test cycles before production cutover
Perform load and volume testing Time the upgrade process to gauge duration required for
cutover
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
Maintain
Ensure that the Schema stats are up to date Gather Schema stats after every forecast run and essentially
before the forecast is run Forecast versioning : Keep it to the number that is absolutely
necessary Ensure that Sales_data, mdp_matrix are in their own
tablespaces. Monitor for growth as they are prone to performance issues
The Web Server must be restarted for most changes to be available in Oracle Demantra.
IntroductionIntroduction
Business EnvironmentBusiness Environment
Agenda
Legacy System BackgroundLegacy System Background
Business CaseBusiness Case
Implementation ExperienceImplementation Experience
Case Study ConclusionsCase Study Conclusions
Summary – a great success, a proven project model
A major hardware platform upgrade and software rollout in a live operational environment
So what are these other benefits?
Improved forecasting
and planning accuracy
So what are these other benefits?
Reduced out-of-stock occurrences
Improved forecasting
and planning accuracy
So what are these other benefits?
Forecast new items and/or customers
that have no sales history
Reduced out-of-stock occurrences
Improved forecasting
and planning accuracy
So what are these other benefits?
Integrated Supply Chain Planning
environment
Forecast new items and/or customers
that have no sales history
Reduced out-of-stock occurrences
Improved forecasting
and planning accuracy
So what are these other benefits?
Integrated Supply Chain Planning
environment
Forecast new items and/or customers
that have no sales history
Reduced out-of-stock occurrences
Improved forecasting
and planning accuracy
Reduced cycle times
CHALLENGES
Primarily relied on self education and limited functional training Little documentation on Windows components (no sizing, tuning
or best practice for the engine) One of the first PMO managed projects meant new processes
Functional Manugistics expertise was no longer present in Demand
Planning Demand Planning staff home grown Business Analyst new to Demand Planning Consulting budget very limited
Used for business requirements development Process modification deeply extended
Training budget non-existent after economic downturn
TI Confidential 68
CHALLENGES (Technical) 1 Developer attended functional training and was out of country
for significant portion of development cycle Data Warehouse deemed as key role Client introduced java incompatibility challenges (Softgrid had
to be deployed) No eTRM
Outcomes Native integration not used (Mods & DW emphasis) Interface seen as intuitive No training issues with Sales No lost/reduced cycle Transition was perceived as a great success
TI Confidential 69
What worked well…
The new system! User group In general all users accepted the system 1 big team approach Steering board very supportive ‘Expertise’ involved Weekly project meetings Roll-out weekends Project management Post-implementation support Restricting project scope
Pending Phase 1 issues
DW Load Windows Launch of forecast engine Concurrent Request launch of Workflow Large list of unexplored features
Bullets Dodged
Tuning Forecast at customer, not customer site therefore tuning not
as challenging Limited Phase 1
Limited use of manugistics allowed scaled back phase 1 feature set
• Revenue $500+M• Product lines: calculators (graphing, financial & scientific),
classroom learning system, data collection devices & computer software
• Three primary suppliers (Far East)• Distribution Centers in Singapore, Australia, Netherlands,
Fort Worth, TX
Demand Planning• Primary Supplier Schedule for 300 Item/Supplier Finished
Goods combinations• 12+ month forecasting horizon• Forecast at detail level (Item/Customer/Country) for 23K
combinations
Supply Chain Planning• 8 orgs• 1300 items
• Legacy forecast tool -Manugistics version 2.6 • 3 separate modules – equated to long batch processing and forecast load
times • end-of-life system and de-support (HW & SW) • Forecast accuracy < 70%• Forecast engine run time is 8hrs • No system supported sales and operations planning process
WITH ORACLE
• Runs worldwide manufacturing and sales operations using ASCP and Demantra
• Single, global plan for 8 orgs, including worldwide distribution centers and manufacturing plants
• Reduce manual forecasting processes• Using real-time material constrained, multi-org, multi-level ATO order
promising process
Benefits
• Integrated Supply Chain Planning environment• Strongly reduced planning cycle time• Strongly increased forecast accuracy• Enabled sales and operations planning process
Texas Instruments - Education Technology Division (Ed. Tech.)
COMPANY PROFILE BEFORE DEMANTRA
AFTER DEMANTRAPLANNING BENCHMARK
In Summary…
Make Sure You’re Prepared and Test, Test, Test!
Integrated Supply Chain Planning environment
Increased accuracy with advanced forecast tuning
Excellent performance reduces cycle times
Richer functionality in Sales & Demand management
Demantra is the right direction….
Thank YouThank You
Questions?Questions?