Public Sector SIG MeetingPublic Sector SIG MeetingOAUG2004OAUG2004
Orlando, FloridaOrlando, FloridaSeptember 12, 2004September 12, 2004
Selected New FeaturesSelected New Features
fromfromFinancials ManagementFinancials Management
andand Supply Chain ManagementSupply Chain Management
Release 11.5.10Release 11.5.10
The Financial Imperative – 11.5.10 themes
VISIBILITY
Deliver Better Business Performance
VISIBILITY
Deliver Better Business Performance
CONTROL
Meet Evolving Compliance & Enterprise Risk Rqmts
CONTROL
Meet Evolving Compliance & Enterprise Risk Rqmts
EFFICIENCY
Improve Business Processes at the Lowest Cost
EFFICIENCY
Improve Business Processes at the Lowest Cost
Financials 11i.10
Visibility– Drive Performance with Oracle Enterprise Planning
and Budgeting – See more with new Daily Business Intelligence pages
Control– View and manage risks and controls more effectively– Improve T&E cost control & policy enforcements
Efficiency– Increase productivity with enhanced user interface– Improve cash management with cash positioning &
forecasting enhancements
Oracle FinancialsVisibility, Control, Efficiency
FinancialOperationsFinancial
Operations
CorporateGovernanceCorporate
Governance
Revenue & Receivables Management
Procure to Pay &
Expense Management
Cash & Treasury
Management
Asset, Lease& Property
Management
Corporate Performance Management
Corporate Performance Management
Procure with Fiscal Responsibility
Pai
ns
Services:Services: Consulting, Education, Support Consulting, Education, Support
Footprint - Public Sector
Provide Trusted Financial
Management
Manage Human Resources as Strategic
Investments
Integrate Information for Critical
Business Decisions
Collaborate for Efficient Issue
Resolution
• Requirement for extreme data security
• Multiple 3rd party and legacy systems
• Latent access to time-sensitive operations data
Ora
cle
Off
erin
g
• Citizen frustration in dealing with agencies
• Increasing case load with fewer case workers
• Conflicting constituent information across departments
• Complex sourcing regulations
• Poor visibility into total purchasing spend
• Purchasing staff consumed by administrative activities
• Increasing oversight and accountability for fiscal performance
• Requirement for funds tracking and reporting
• Scarce funds disbursement to programs/agencies
• Decreasing human resources budgets
• Excess administrative capacity
• Increasing requirements for new skills
FinanceFinanceFinancialsFinancialsInternet ExpensesInternet ExpensesiReceivablesiReceivablesFinancials AnalyzerFinancials AnalyzerActivity Based MgmtActivity Based Mgmt
ProcurementProcurementSourcingSourcingiProcurementiProcurementPurchasingPurchasingiSupplier PortaliSupplier PortalPayables (Financials)Payables (Financials)
TechnologyTechnology Database ServerDatabase Server
- Advanced Security- Advanced Security - Label Security - Label SecurityApplications ServerApplications ServerSystems ManagementSystems ManagementDevelopment ToolsDevelopment ToolsCollaboration SuiteCollaboration Suite
CrossCross Functional:Functional: Projects, E-Business Intelligence, Balanced Scorecard Projects, E-Business Intelligence, Balanced Scorecard
Management Oversight:Management Oversight: Internal Controls Manager, Financials, Tutor, iLearning Internal Controls Manager, Financials, Tutor, iLearning
HR ManagementHR ManagementHuman ResourcesHuman ResourcesSelf-Service HRSelf-Service HRiRecruitment iRecruitment Training AdministrationTraining AdministrationiLearningiLearningTime and LaborTime and LaborPayrollPayrollAdvanced BenefitsAdvanced Benefits
Case ManagementCase ManagementiSupportiSupportTeleServiceTeleServiceInteraction Center TechInteraction Center TechCustomer ModelCustomer ModelCustomers OnlineCustomers Online
Repair ServicesRepair Services Field ServiceField ServiceAdvanced SchedulerAdvanced SchedulerMobile Field ServiceMobile Field ServiceSpares ManagementSpares Management
Oracle FinancialsVisibility, Control, Efficiency
FinancialOperationsFinancial
Operations
CorporateGovernanceCorporate
Governance
Revenue & Receivables Management
Procure to Pay & Expense
Management
Cash & Treasury
Management
Asset, Lease& Property
Management
Corporate Performance Management
Corporate Performance Management
Corporate Performance ManagementPlan, Execute, Manage
Provide Planning, Execution, and Reporting Capabilitiesto Optimize Business Performance
Purchasing
Project Mgmt
Sales
Finance
ServiceMarketing
Plan &ModelPlan &Model
ExecuteExecute
Report &Analyze
Report &Analyze
HumanResources
Manufacturing
Oracle’s CPM Footprint
Oracle Financial Analyzer (OFA) Oracle Sales Analyzer (OSA) Oracle Performance Analyzer (PA) Oracle Activity Based Management (ABM) Oracle Balanced Scorecard (BSC) Oracle Daily Business Intelligence (DBI) Oracle Public Sector Budgeting (PSB) Oracle Enterprise Planning and
Budgeting (EPB)
Oracle Daily Business IntelligenceSee the Big Picture and Drilldown to the Details
Manage and Control Spend– List of top 10 spenders– Drilldown to detailed expense reports
Track Critical Financial Information Daily– Daily cumulative revenue trends– Product revenue report
Understand and Improve Financial Performance– Payables Management page
Corporate performance metrics– Payables Status page
Daily actionable invoice information
Pre-11i.10 (DBI v.6.0)
Oracle Enterprise Planning &BudgetingAnalyze, Plan, Budget & Report
Understand the Business Better– Dashboard, KPIs, drilldowns support decision making– Simple query and reporting tools empower planners– Single data model provides one view
Control the Planning Process – Business process administrator makes plans
transparentand repeatable
– Workflow facilitates automated interaction – Functional security ensures control
Tune Plans to Improve Results– Collaborative tools provide agility and accountability – Multi-dimensional modeling supports complex analysis
New Product: 11i.10 timeframe
What is Enterprise Planning and Budgeting?
• Integrate with General Ledger• Open interface for any data source• Configurable schema
FinancialFinancial
OperationalOperational
ExternalExternal
StatisticalStatistical
TunePlansTunePlans
StayInformed
StayInformed
DevelopPlans
DevelopPlans
• Business Process driven• Budget collection • Workflow Notifications
• Data scoping by user• Responsibility hierarchies• Data processing maps
• Reporting and Analysis• Exception Alerts• Text annotations
This presentation 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 a purchasing decision.
Oracle FinancialsVisibility, Control, Efficiency
FinancialOperationsFinancial
Operations
CorporateGovernanceCorporate
Governance
Revenue & Receivables Management
Procure to Pay & Expense
Management
Cash & Treasury
Management
Asset, Lease& Property
Management
Corporate Performance Management
Corporate Performance Management
Oracle General LedgerTurn Financial Data into Information
Gain Efficiencies w/ Highly Automated Financials Processing
– eXtensible Business Reporting Language (“XBRL”) standard (FP.E)
– XML publisher (FP.F)
– Interface data transformer (FP.E)
– Currency rates manager (FP.E)
Establish and Maintain Superior Internal Controls Increase Enterprise Visibility
– Profit & Loss Portal Daily cumulative revenue trends (11i.10)
Pipeline to revenue report (11i.10)
Oracle Internal ControlsInternal Controls ManagerMaintain Control, Comply, and Certify
Define and Manage the Control Environment– Associate processes to organizations – Process documentation and approval – Segregation of duties
Plan and Control Audit Operations– Risk assessment – Audit projects – Findings and remediations
Streamline the Certification Process– Business process certification – Financial statement certification
Post 11.i.9 (AMW.B)
Oracle FinancialsVisibility, Control, Efficiency
FinancialOperationsFinancial
Operations
CorporateGovernanceCorporate
Governance
Revenue & Receivables Management
Procure to Pay &
Expense Management
Cash & Treasury
Management
Asset, Lease& Property
Management
Corporate Performance Management
Corporate Performance Management
Oracle PayablesManage Supplier Terms and Enterprise Concerns
Lower Costs– Improved UI for transaction entry and management
(11i10)
– Supplier open interface import (FP.F)
Instill Corporate and Fiscal Discipline – Accounting entries report enhancements (FP.F)
– Invoice approval workflow resubmission enhancement (FP.E)
– Supplier bank account security enhancement (FP.E)
Improve Business Relationships – Enhanced invoice entry in Oracle iSupplier Portal (FP.E,
FP.F)
– Supplier site attachments (FP.F)
Oracle Internet ExpensesShorten Expense Cycle Times and Improve Controls (FP.F)
Lower Costs– Enhanced credit card business flow
management Improve Business Relationships
– Home Page offers highlighted links alerting employees to credit card issues requiring action
Instill Corporate and Fiscal Discipline – New audit management tools (audit notes, approval
communications) – Enhanced approval rules using Oracle Approvals
Management– Enhanced approver entry
Oracle Financial Management Footprint
Financial OperationsGeneral LedgerGlobal Intercompany SystemGlobal Consolidation SystemWorkflow & Approvals MgmtApplication Desktop IntegratorReport ManagereCommerce & XML Gateways
Performance ManagementDaily Business Intelligence (DBI)Enterprise Planning & Budgeting *Balanced ScorecardFinancial AnalyzerSales AnalyzerPerformance AnalyzerActivity-Based ManagementGlobal Consolidation SystemDemand Planning
Cash & Treasury MgmtCash ManagementTreasuryRisk Management
Revenue & Receivables Management
ReceivablesCredit ManagementCollectionsTrade ManagementBill Presentment ArchitectureiReceivablesiPaymentCustomer Data LibrarianCustomers OnlineCust Data Hub/Spoke (TCA)
Lease ManagementLease ManagementService Contracts
Asset & Property Management
AssetsiAssetsProperty ManagerEnterprise Asset ManagementEnterprise Install Base
Procure to Pay & Expense Management
PurchasingiProcurementiSupplier PortalPayablesInternet Expenses
State GovernanceInternal Controls ManagerTutor & FilesScripting & iSurvey
Oracle Financials – Industry Specifics
Public SectorPublic Sector FinancialsPublic Sector Financials Intl.Public Sector BudgetingGrants AccountingGrants ProposalU.S. Federal Financials
Real Estate ManagementProperty ManagerProjectsEnterprise Asset Management
Financial ServicesRegulatory Capital Manager *Performance AnalyzerTransfer PricingTransfer Pricing OnlineBudgeting and PlanningRisk ManagerFinancial Data ManagerFin Services ProvisioningLease Management
* Post 11i.10
Customer Data ManagementCustomer Data Hub/Spoke (TCA)Customer Data LibrarianCustomers Online
Oracle Customer Data Management
Leaading Supply Chain Practices
Industry Specific Solutions
Integrated Performance Management
Low Cost Integration and Deployment
Oracle Supply Chain Management
Supporting the Leading PracticesNew Products in 11i.10
SalesContracts
• Automate full contract lifecycle from authoring standard T's & C's to renewal or closeout
• Identify cross-sell and up-sell opportunities
ProcurementContracts
• Embed contract management into corporate sourcing and purchasing processes
• Enforce standards via templates & workflow-driven approvals
ServicesProcurement
• Control and automate corporate-wide services spend• Enable complete services provider collaboration from
negotiation through payment
TransportationPlanning
• Provide set of decision support tools for inbound, outbound, and intra-company transportation
• Utilize optimization strategies – pooling, continuous moves, etc.
Procurement Solution
ContractsContracts/ Catalogs/ Catalogs
ProcurementProcess Automation
ProcurementProcess Automation
SourcingSourcing
RFxRFx
AuctionAuction
OffersOffers
QuotesQuotes
BidsBids
CounteroffersCounteroffers
ApprovalApproval
PurchasePurchaseOrderOrder
ReceiptReceipt
Payment /Payment /ReconciliationReconciliation
IntegratedIntelligence
IntegratedIntelligence
SpendSpendAnalysisAnalysis
ProcurementProcurementProductivityProductivity
SupplierSupplierPerformancePerformance
Collaboration
Portal
Messaging:XML / EDI
OrdersChanges
Ship NoticesInvoices
Time Cards
EFT/Check
Statement
SuppliersSuppliers
BanksBanks
Self-Service Self-Service RequisitionsRequisitions
Maintenance Maintenance & Facilities& Facilities
Planning & Planning & SchedulingScheduling
DemandDemand
Services
Parts & Material
Time EntryTime Entry
TimeTimeMgmtMgmt
PersonnelPersonnel
Design & Design & EngineeringEngineering
Evolution of Oracle Procurement Evolution of Oracle Procurement
…New with 11i.9……New with 11i.9…Current Differentiators…Current Differentiators…
• Self-service enterprise requisitioning from suppliers or internal stock
• Integrated asset and production planning
• Self-service supplier inquiries and transactions, (e.g. VMI and self-invoicing)
• Flexible invoice matching including match to receipt
• Automatic invoice and debit memo generation
• Project- and budgetary-based purchasing
• Multi-attribute scoring for reverse auctions and RFQs
• Open platform for demand, orders, receiving, invoices
• Integrated spend and supplier intelligence
• Workflow-driven automation
• Self-service enterprise requisitioning from suppliers or internal stock
• Integrated asset and production planning
• Self-service supplier inquiries and transactions, (e.g. VMI and self-invoicing)
• Flexible invoice matching including match to receipt
• Automatic invoice and debit memo generation
• Project- and budgetary-based purchasing
• Multi-attribute scoring for reverse auctions and RFQs
• Open platform for demand, orders, receiving, invoices
• Integrated spend and supplier intelligence
• Workflow-driven automation
…Coming in 11i.10…Coming in 11i.10
• Global agreements
• Supplier managed and consigned inventory
• Requester and supplier change requests
• Supplier registration and profile management
• Collaborative sourcing
• Requester “stores” for secure content zones
• Patent-pending transparent punch-out
• One-click renegotiation of blanket agreements
• Expanded XML support including cXML for easing Ariba migrations
• Time-phased pricing for direct materials
• Commodity intelligence
• Global agreements
• Supplier managed and consigned inventory
• Requester and supplier change requests
• Supplier registration and profile management
• Collaborative sourcing
• Requester “stores” for secure content zones
• Patent-pending transparent punch-out
• One-click renegotiation of blanket agreements
• Expanded XML support including cXML for easing Ariba migrations
• Time-phased pricing for direct materials
• Commodity intelligence
• Services procurement – contingent labor & bus services, negotiation through payment
• Procurement contracts – global T&Cs standards, negotiation, doc & change mgmt, compliance
• Formula-based pricing & tiered discounts (Advanced Pricing)
• Retroactive pricing including automated invoice adjustments
• Negotiate with subjective scoring & what-if analyses, Auto-award recommendations
• Shared services procurement
• Requisition “SmartForms”
• Requisition lifecycle tracking with shipment track & trace
• LPN & lot/serial receiving
• Supplier managed banking
• Services procurement – contingent labor & bus services, negotiation through payment
• Procurement contracts – global T&Cs standards, negotiation, doc & change mgmt, compliance
• Formula-based pricing & tiered discounts (Advanced Pricing)
• Retroactive pricing including automated invoice adjustments
• Negotiate with subjective scoring & what-if analyses, Auto-award recommendations
• Shared services procurement
• Requisition “SmartForms”
• Requisition lifecycle tracking with shipment track & trace
• LPN & lot/serial receiving
• Supplier managed banking
Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.
Contract TypesContract Types
• Sell-Side• Buy-Side• Sell-Side• Buy-Side
Compliance& EntitlementCompliance& Entitlement
ContractingContractingPartyParty
EmailEmail
Process AutomationProcess Automation
NegotiateNegotiate& Author& Author
Activate &Activate &SupportSupport
Bill &Bill &DeliverDeliver
Enforce &Enforce &EvaluateEvaluate
Renew &Renew &Terminate Terminate
• RenewalOpportunities
• RenewalOpportunities
SecureSecureAccessAccess
CentralContracts
Repository
CentralContracts
Repository
OnlineOnlineNegotiationNegotiation
Integrated IntelligenceIntegrated Intelligence
PhonePhone
• Performance Metrics
• Performance Metrics
ServiceService
ManufacturingManufacturing
ProcurementProcurement
LegalLegal
MarketingMarketing& Sales& Sales
Finance &Finance &AccountingAccounting
Contract Management Solution
• RevenueForecasts
• RevenueForecasts
Evolution of Oracle ContractsEvolution of Oracle Contracts
• Contract Management- Global T&Cs library: manage standard
articles & contract templates
• Service Contracts- Automated service contract creation,
renewals & approvals - Warranty, extended warranties- Usage-based / metered billing- Recurring billing and
multiple payment methods- Real-time entitlement verification- Renewal consolidation- Integrated reporting & intelligence
• Project Contracts- Deliverables tracking- Project funding & billing integration- Buy- and sell-side contracts- Change management- Contract flowdown
• Contract Management- Global T&Cs library: manage standard
articles & contract templates
• Service Contracts- Automated service contract creation,
renewals & approvals - Warranty, extended warranties- Usage-based / metered billing- Recurring billing and
multiple payment methods- Real-time entitlement verification- Renewal consolidation- Integrated reporting & intelligence
• Project Contracts- Deliverables tracking- Project funding & billing integration- Buy- and sell-side contracts- Change management- Contract flowdown
• Service Contracts
- Subscription processing, iReceivables integration, and tax calculation
- Renewal enhancements: grace period, active thresholds and enforce payment methods
- Header price adjustments
• Project Contracts- Multi-dimensional funding inquiry- User-definable T&Cs- User-definable line styles
• Service Contracts
- Subscription processing, iReceivables integration, and tax calculation
- Renewal enhancements: grace period, active thresholds and enforce payment methods
- Header price adjustments
• Project Contracts- Multi-dimensional funding inquiry- User-definable T&Cs- User-definable line styles
…New with 11i.9……New with 11i.9…Current Differentiators…Current Differentiators…
Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.
Evolution of Oracle Contracts (cont’d)Evolution of Oracle Contracts (cont’d)
…Coming in 11i.10…Coming in 11i.10
• Contract Management
- Support for global and country specific articles and templates
- Automated assistance for authoring complex contracts
- Report on non-standard terms usage across the enterprise
- Rules-based authoring for complex contracts
- Flexible contract printing
- Contracts documents repository
• Service Contracts
- Usage estimating, price break prorating and detailed billing
- Install Base synchronization
- Entitlement search by product
- Coverage transfer management
• Contract Management
- Support for global and country specific articles and templates
- Automated assistance for authoring complex contracts
- Report on non-standard terms usage across the enterprise
- Rules-based authoring for complex contracts
- Flexible contract printing
- Contracts documents repository
• Service Contracts
- Usage estimating, price break prorating and detailed billing
- Install Base synchronization
- Entitlement search by product
- Coverage transfer management
• Project Contracts
- Deliverable automation workflows
- Amount-based requisitions from deliverables
- Flexible contract printing
• Procurement Contracts
- T&Cs negotiation
- Change management
- Deliverables tracking
- Compliance management
• Sales Contracts
- T&Cs negotiation on quotes and sales orders
- Print T&Cs with sales orders
- Execution and compliance
- Sales Agreements with price holds
• Project Contracts
- Deliverable automation workflows
- Amount-based requisitions from deliverables
- Flexible contract printing
• Procurement Contracts
- T&Cs negotiation
- Change management
- Deliverables tracking
- Compliance management
• Sales Contracts
- T&Cs negotiation on quotes and sales orders
- Print T&Cs with sales orders
- Execution and compliance
- Sales Agreements with price holds
Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.
Standardize. Streamline. Comply.
OracleProcurement Contracts
This presentation 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 a purchasing decision.
Contract Terms LibraryEstablish Organization-Wide Standards
Contract Terms Library
Legal
ProcurementOrganizations
Government Regulations
Implement• Best Practices• Legal Requirements• Regulatory Policies
Implement• Best Practices• Legal Requirements• Regulatory Policies
• Standard Clauses
• Contract Templates
• Contract Policy Rules
• Standard Clauses
• Contract Templates
• Contract Policy Rules
Enforce• Adopt as-is• Localize
Enforce• Adopt as-is• Localize
BusinessUnits
Administer & Administer &
MonitorMonitorExecute & Execute &
ComplyComply
Author & Author &
NegotiateNegotiateEstablish Establish
PoliciesPolicies
Review Review
PerformancePerformance
RFQ’sRFQ’s
PO’sPO’s
BidsBids
Goods & Goods &
ServicesServices
$$
InvoicesInvoicesPaymentsPayments
Single Procurement Platform
SuppliersSuppliers
Rapid Implementation Rapid ROI
Standard Contract Standard Contract
Terms LibraryTerms Library
Complete Lifecycle ManagementBeyond Contract Authoring
How do you achieve rapid ROI?
Standardize Contract Processes
Streamline Authoring and Negotiation
Improve Contract Compliance
Pre-Approved Contract Clauses Standardize language, minimize risk
Rich text formatting capabilities
Support for managing global and country specific standards
Revision control and approval management
Contract TemplatesSimplify authoring, improve productivity
• Capture best practices as contract templates
• Leverage best practices during contract authoring
• Revision control and approval management
Template Standard formatted terms and conditions
Section Topical grouping of terms and conditions
Clauses Legal terms and conditions text
Fees & Taxes
Non-payment Penalties
International Shipping
Damages & Recovery
Limitation of Liability
Standard Purchase Agreement for Electronic Parts
Payment Terms
Shipping
.
.
.
How do you achieve rapid ROI?
Standardize Contract Processes
Streamline Authoring and Negotiation
Improve Contract Compliance
Embedded in Sourcing ProcessEliminate ambiguity, shorten cycle time
Negotiate prices based on clearly documented T’s and C’s
Check for errors and verify deviations from standard
Streamline internal approval through workflow
Contract Print and CommunicationProfessional and consistent, no re-keying
Automatic substitution of negotiated terms in printed document
Tailor to company standard formats – logo, headers, layout
Signature block for contract binding
Contract BindingContract signing woven into PO process
Review contract details and sign contracts and amendments online through iSupplier Portal
Formal Contract Change Management Workflow driven approval, full audit trail
Keep track of changes to terms and critical support documents
Review and compare changes between revisions online Support in Oracle Sourcing and Oracle Purchasing
How do you achieve rapid ROI?
Standardize Contract Processes
Streamline Authoring and Negotiation
Improve Contract Compliance
Improved Contract Visibility
GlobalGlobalContractContract
RepositoryRepository
ContractAdmin
ContractAdmin
PurchasingPurchasing
SupplierSupplier
LegalLegal
• Attach signed images, contracts and other supporting documents
• Track documents for each contract version or amendment
• Provide global, secure access to contract documents across the enterprise
ActivateActivate
Manage/Manage/ExecuteExecute
NegotiateNegotiate& Author& Author
Close-OutClose-Out RenewRenew
ScannedImages
Contract Documents
DefineDefineDeliverableDeliverable
SendSendNotificationNotification
ManageManageDeliverableDeliverable
Escalate whenEscalate whenNecessaryNecessary
• Based on contract T&Cs
• User definable
• Clear ownership
• One-time and recurring
• Internal or External
• Notify individuals or groups
• Notify trading partners
• Track progress
• Indicate completion or failure
• Attach supporting documents
• View status change history
• Define criteria
• Escalate to supervisor
• Monthly milestone progress reports• Provide a Prototype within 3 months of contract signing• Perform site visit and inspection• Provide proof of compliance to industry standards
ExampleDeliverables
Contract Deliverables and ComplianceDefine, negotiate and monitor deliverables
Real-Time Compliance Status Are both parties meeting expectations?
Deliverable status at a glance Compliance tracking during negotiation and after
award
Enterprise Asset Management Solution
Planni
ng:
Mai
nten
ance
Planni
ng:
Mai
nten
ance
Planning:
Predictive
Planning:
Predictive
UsageUsage
Meter ReadingsMeter Readings
Inspection LimitsInspection LimitsProduction SchedulesProduction Schedules
Engineering SpecificationsEngineering Specifications
Maintenance RequirementsMaintenance Requirements
DynamicPlan
Adjustments
DynamicPlan
Adjustments
CompleteCompleteDispatchDispatchApproveApproveCreateCreate
W/OW/OSelf-ServiceSelf-Service
Unpla
nned
Unpla
nned
PlannedPlanned
Execution: Workflow DrivenExecution: Workflow Driven
Estimated LifeEstimated Life
MaximizeSafety &
Compliance
MaximizeSafety &
ComplianceBenefits: Optimize
UtilizationOptimize
Utilization
PurchasingPurchasing
InventoryInventory
HR: SkillsHR: Skills
Evolution of Oracle Enterprise Asset Management Evolution of Oracle Enterprise Asset Management
…New with 11i.9……New with 11i.9…Current Differentiators…Current Differentiators…
• Predictive, preventive, routine, and corrective maintenance
• Maintenance forecasting and planning
• Flexible asset definition
• Asset data and history
• Meter-based asset monitoring
• Component mgmt & tracking
• Asset costing & work history
• Dynamic plan adjustment
• Complete work management – forecasting, planning, scheduling, execution, and completion
• Built-in quality & safety mgmt
• Comprehensive request mgmt
• Self-service maintenance
• Out-of-the-box ERP integration
• Workflow-driven automation
• Predictive, preventive, routine, and corrective maintenance
• Maintenance forecasting and planning
• Flexible asset definition
• Asset data and history
• Meter-based asset monitoring
• Component mgmt & tracking
• Asset costing & work history
• Dynamic plan adjustment
• Complete work management – forecasting, planning, scheduling, execution, and completion
• Built-in quality & safety mgmt
• Comprehensive request mgmt
• Self-service maintenance
• Out-of-the-box ERP integration
• Workflow-driven automation
…Coming in 11i.10…Coming in 11i.10
• Asset activity workbench
• Seasonal / production preventive maintenance plans
• Preventive maintenance for rebuildables and spares
• Enhanced support for rebuild hierarchy and configurations
• Streamlined requisition for maintenance materials / MRO items to work order
• Service request support
• Work order billing and cost distribution
• Integration of production & maintenance planning
• Time entry integration
• Enhanced cost estimation and cost drill down capabilities
• Self-service work requests
• Asset activity workbench
• Seasonal / production preventive maintenance plans
• Preventive maintenance for rebuildables and spares
• Enhanced support for rebuild hierarchy and configurations
• Streamlined requisition for maintenance materials / MRO items to work order
• Service request support
• Work order billing and cost distribution
• Integration of production & maintenance planning
• Time entry integration
• Enhanced cost estimation and cost drill down capabilities
• Self-service work requests
• Ability to view associated work orders in Service UIs
• Work order relationships
• iSupplier Portal to address outsourcing & 3rd party logistics
• Direct (one-off ) items on maintenance activity BOM and work order requirements
• Usability enhancements for work execution: New HTML UIs
• Maintenance engr workbench
• Ability to drill down to property management application
• Work flow driven work request: flexible work order association
• Complete iSetup support for easy migration and configuration of eAM system
• Integrated Maintenance Intelligence
• Ability to view associated work orders in Service UIs
• Work order relationships
• iSupplier Portal to address outsourcing & 3rd party logistics
• Direct (one-off ) items on maintenance activity BOM and work order requirements
• Usability enhancements for work execution: New HTML UIs
• Maintenance engr workbench
• Ability to drill down to property management application
• Work flow driven work request: flexible work order association
• Complete iSetup support for easy migration and configuration of eAM system
• Integrated Maintenance Intelligence
Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.
Oracle’s Public Sector Capabilities
Evolution of Oracle Applications in Public SectorEvolution of Oracle Applications in Public Sector
Current Differentiators…Current Differentiators…
• Full JFMIP Certification
• Section 508 Standards
• Grants Management
• Budgetary Accounting
• Multi-Channel CitizenService Management
• Business Classifications (Woman-Owned, Minority-Owned, Small Business)
• Asset Maintenance
• Spare Parts Management
• Predictive Position Control
• Full JFMIP Certification
• Section 508 Standards
• Grants Management
• Budgetary Accounting
• Multi-Channel CitizenService Management
• Business Classifications (Woman-Owned, Minority-Owned, Small Business)
• Asset Maintenance
• Spare Parts Management
• Predictive Position Control
• Procurement Contractswith Encumbrance Support
• Services Procurement
• Enhanced Scoring forSolicitations
• Enhanced Citizen Interaction Ctr
• Case Management Enhs.
• Public Sector Performance Mgmt
• Direct Donor to Recipient Position Budget Reallocation
• Automated Grade - Step Progression based on Eligibility
• Support for Personnel Actions in HR Manager Self-Service
• High Volume Customer Service
• Real-Time Duplicate Service Request Identification
• Procurement Contractswith Encumbrance Support
• Services Procurement
• Enhanced Scoring forSolicitations
• Enhanced Citizen Interaction Ctr
• Case Management Enhs.
• Public Sector Performance Mgmt
• Direct Donor to Recipient Position Budget Reallocation
• Automated Grade - Step Progression based on Eligibility
• Support for Personnel Actions in HR Manager Self-Service
• High Volume Customer Service
• Real-Time Duplicate Service Request Identification
…Coming in 11i.10…Coming in 11i.10…New with 11i.9……New with 11i.9…
• Solicitation Support
• Supplier Registration & Profile Management
• Online, Real-time Funds Checking in iProcurement
• Complex MRO
• Procurement Support for Dual Budgetary Control
• iProcurement Support for Grants Management
• Enhanced Inflation Accounting of Fixed Assets
• Car and Mileage Support
• Payroll Exception Reporting
• Rules Based Position Control w/ Labor Dist & Grants Mgmt
• Solicitation Support
• Supplier Registration & Profile Management
• Online, Real-time Funds Checking in iProcurement
• Complex MRO
• Procurement Support for Dual Budgetary Control
• iProcurement Support for Grants Management
• Enhanced Inflation Accounting of Fixed Assets
• Car and Mileage Support
• Payroll Exception Reporting
• Rules Based Position Control w/ Labor Dist & Grants Mgmt
Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.
For additional Information
http://metalink.oracle.com http://www.oracle.com/appsnet