Implementing PeopleSoft Financials and OBIA Together

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

Implementing PeopleSoft Financials and OBIA Together

April 15, 2015


Agenda

Introductions

Solution Overview

Implementation Approach

TransUnion Case Study

Best Practices

2


Speakers

3

Jon GivenDirector – Oracle Financial Applications, Emtec• 13 years of ERP and Reporting experience

• Solution Architect and Engagement Manager across PeopleSoft,

EBS and Oracle Cloud ERP applications

• Background across Order to Cash, Procure to Pay and Record

to Report business processes

• (312) 216-6905

• [email protected]

Jeff StrohscheinVP – Corporate Systems, TransUnion• 27 years in Information Technology

• 15 years supporting Finance, HR and Business Intelligence with

PeopleSoft, Hyperion and various BI tools

• Background in Financial Services, Insurance, Manufacturing,

Pharmaceutical and Retail Industries

• (312) 576-0839

• [email protected]


73%

YEARS

46serving clients

OUR COMPANY

500dedicated

associates19

over

years

BESTPLACES

TO WORK

TECHNOLOGYEMPOWERED

BUSINESSSOLUTIONS

“right size provider”

“client for life”

IndiaPune

Bangalore

USAIL, PA, NJ,

GA, VA,

MN, FL

CanadaToronto

Ottawa GLOBAL

DELIVERY

OUR SERVICES

87%14

prior tier 1

consultancies

avg years

experience

fulltime

employees

OUR PEOPLE

25+

OTHER

PARTNERS

- onshore

- offshore

- nearshore

- blended

managed services

Management

Consulting

Applications Cloud Analytics Infrastructure

strategy,

governance,

process

ERP, HCM, CRM,

app. development,

mobile solutions

applications,

infrastructure

enterprise reporting,

predictive analytics,

big data

service management,

enterprise infrastructure,

end user computing

Business and Technology Empowered


v

TransUnion is a global information solutions provider

We empower smarter decisions and create better lives

through diverse data sets and analytic solutions

Founded in 1968

Headquartered in Chicago

Employs more than 3,500 people worldwide

Provides solutions to approximately 45,000 businesses

Reaches businesses and consumers in 33 countries

Maintains credit histories on more than 650 million consumers

worldwide (230 million US)

Processes billions of updates each month

We see information for what it can help people achieve

TransUnion delivers meaningful insights to spot opportunities

and manage risk across the following markets:

Financial Services | Healthcare | Insurance | Collections

Rental Screening | Direct to Consumer | Government


Presentation Objectives

•Understand benefits of implementing analytics and ERP

systems together

•Best practices for implementation

•Data validation and testing strategies

6


Solution Overview


Solution Overview

•PeopleSoft 9.1

–Record to Report – PC / AM / GL

–Procure to Pay – PO / AP

–Order to Cash – OM / Pricing / BI / AR

•OBIA

–Financial Analytics

–Supply-Chain Analytics

–OBIEE / BIFS

8





•Blend two methodologies

–Waterfall for PeopleSoft

–Agile for OBIA

•Built plan alignment to accommodate both approaches

•Focused on complete solution by business process and

role instead of transactional system and / or reporting

system requirements

10


Implementation Approach - Design

•Reporting requirements gathered alongside transactional applications

–Report data and layout requirements

–Sources of data

–Audience

–Accessibility

–Timing

•Fit/Gap performed together

–Helped to identify gaps in delivered PeopleSoft transactional reporting which were met by OBIA

–Drove configuration decisions to support OBIA integration and reporting

11


Implementation Approach - Design

•Identify which application should be used for report delivery

–Both applications are capable of delivering similar reports

–Key is to identify which application is best suited to deliver that particular report or group of reports

–Be sure to consider your audience

•OBIA for

–Dashboards

–Management Reports

–Reporting across multiple segments, BUs, etc

–Summarization

•PeopleSoft Reporting for:

–Individual transactions or transactions within a single BU

–Transactional error investigation and handling

–Operational reports – Trial register, detailed Open AR

12


Implementation Approach - Development

•Add new integrations and sources of data to enrich

analytic reporting

–Hyperion Forecasting Data

•Brought in custom fields from PeopleSoft to enhance

reporting capabilities

•Aligned ERP and OBIA teams for development

13


Implementation Approach – Testing and Training

•System / Integration testing

–End-to-end testing cycles

–Master Data / Definitions

–Transactions from PeopleSoft to OBIA

•OBIA Data Validation

–Used for OBIA testing and UAT

–ERP Data conversion validation

–Requires assistance and oversight from both OBIA and ERP team

•Training

–Build by role, not by application

–Demonstrate and train how to execute by role

–Can include both PeopleSoft and OBIA training during the same course

14


TransUnion Case Study

Case Study: PeopleSoft and OBIA

Implementation


Business Objectives

•Standardize on a single, global transactional and

reporting platform

•Establish consistent business processes

•Provide common master data management across

disparate geographies

•Provide single source of truth across the organizations

•Provide summarized reporting to executive management

•Allow for detailed review and drill down capabilities

17


Geographic Scope

•United States

•Latin America and Mexico

•Canada

•South Africa

•Hong Kong

•India

18


Business Environment Challenges

•Transactional volumes

–Customers

–Price Rules

–Transactions

–Invoices

•Multiple languages

•Unified method needed to report master data

across geographies

19


Why Did TransUnion Follow This Approach?

•Ability to gather transactions, management and analytic reporting in a single phase

•Provide opportunity to identify which application should be best used to meet their needs

•Ensured transactional design and configuration would support reporting requirements

–Eliminated rework and regression testing of ERP system based on OBIA requirements

–Added custom fields to the customer record to meet Management Reporting requirements

•Data validation of reports helped to build confidence in application and ensured transactional system accuracy

•Testing phases included both ERP and BI to reduce regression testing effort

20


Best Practices

•Consider OBIA licensing early

•Allow for extra time for data validation

•OBIA Implementations allow for more Agile development

•Push transactional data through to OBIA to perform

dashboard and reporting demonstrations early

•Identify and commit to deployment dependencies and

timing between OBIA and ERP

21


Q & A

Investor Relations

Implementing PeopleSoft Financials and OBIA Together