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Reduced ERP Implementation costs and deployment times by 70%;Automated more than 80% of manual processes;Reduced financial close time by 20%.
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Automated Intelligence for the Oracle e-Business Suite
SWIFT Suite Rapid Deployment Toolkit – Implementation Method
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Implementation MethodologyWith
SWIFTSuite
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Introduction
Acceleration of a project by 50%-75%
Does NOT use a pre-configured solution
Introduction to the SWIFTSuite tools
Introduction to how the SWIFTSuite methodology can be incorporated into any methodology to
create a Rapid (Accelerated) solution.
SWIFTSuite
Automate many tasks in the methodology
Make changes to the Oracle Application from a graphical environment
Graphical business flow configurator
Graphical business process configurator
Enables you to think of different ways to accelerate and reduce the risks of tasks that can not be automated.
Creates a collaborative environment with the end user for more effective change management and early ownership of the application in the project life cycle.
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SWIFTSuite
Consists of
Tools
Implementation Methodology
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SWIFTSuite – “Integrated Suite of Products”
SWIFTSuite PRODUCTS
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SWIFTSuite Tools
SWIFTConfigurator
A simple to use GUI tool that allows you to modify the business flows and configurations of the Oracle e-Business Suite to meet the needs of your business
SWIFTBUILD
A tool consisting of
– 100+ business flows across 35 countries
– A knowledge base of configurations for many oracle modules
– A HTML interface to allow easy modifications to flows and configurations
– Injector technology to allow the creation or maintenance of an Oracle e-Business suite instance
– Simulation technology – to allow the simulation of one or more changes to a flow or configuration – REAL TIME – and then undo the change
– Regression testing – every function point, every language, every country – full regression data kit supplied – add your own data as needed
– Load configuration data from Excel [Calendars, Chart of Accounts or anything]
SWIFTMigrate
Load data from Excel directly into Oracle and have it PRE-VALIDATED
Consistent interface, easy to deal with errors
Customers, suppliers, items, boms, routings, gl balances, item balances, xxx,xxx,xxx,
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What else do you get ?
User Reference Manuals
Training Materials
Easy to Install Oracle instance in multi node / multi instance configurations
Localizations configured for each country
Legal and tax reports for financial reporting
Ready to use customer facing documents
Ready to use Financial Reports
Installation Instructions
Self tuning application
Close to zero administration required for continued operations
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Reference Manuals
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Reference Manuals
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Reference Manuals
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Oracle Method: Framework
EVALUATE DESIGN/BUILD INTEGRATE IMPLEMENTANALYZE
Establish technical strategy development infrastructure
Monitor and manage Evaluate stage
Infrastructure Management
Development Management
Business Process Management
Benefits Realization
Change Management
Organizational Design
Program Management
Infrastructure Management
Development Management
Business Process Management
Benefits Realization
Change Management
Organizational Design
Program Management
We provide : a 4 step installation instruction set for Oracle Applications on Red Hat Linux [Approx 1+ hours]
don’t forget it is fully patched with languages, localizations you only need one [PROD or TEST] instance as you can throw away and rebuild
As many times as you need
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Full configuration information
Localization and legal needs
Full reference manuals and
Videos [videos in english]
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Country Localizations Applied and TestedCountry Localizations Applied and Tested Local Tax and Statutory Reports includedLocal Tax and Statutory Reports included
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Localizations
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Localizations
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Documentation
•Customer Facing Documents
•Invoice•Purchase Order•Statement•Remittance Advice•Cheque•Receipt
•Balance Sheet•Income Statements
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BR100 – System configuration information
This can be generated at any time for any or all levels of the system
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BR100 – System configuration informationReports all Activities :
Lists the tables used during the selected period :
Audit Trails of all changes
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Benefits
Low Risk
Minimizes human error
Knowledge base contains many configurations
Knowledge base guides consultants on what to do
Configuration changes can be made real time, simulated and undone, redone until the desired result is achieved
All configuration changes can be subject to full regression testing at any time thus ensuring the consistency of the application across modules, countries and languages
Higher Margin
Consultants are required to discuss business issues with the customer and recommend best practices.
Configuration of the application has been minimized and automated
Testing of the application has been automated
The implementation takes 50%-75% less time due to – Use of methodology to assist Analyze, Design and Build Phases– automated production of oracle solution, automated regression testing, availability of user reference manuals and
training materials– Oracle Application requires 0 patches at CRP time due to automated extensive testing [for documented functionality]
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THE METHOD
Analyze
Design/Build
Integrate
Transition / Implement
Production
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Oracle Method: Framework
EVALUATE DESIGN/BUILD INTEGRATE IMPLEMENTANALYZE
Support development andplan/produce Infrastructure
Support integration and install prod infrastructure
Support implementation and Maintain Infrastructure
Establish technical strategy development infrastructure
Design and build RICE Support testing activitiesEstablish applications Development framework
Manage conversion activities
Design, build and test the target process solution
Conduct functional and integration testing
Define target process blueprint
Develop user procedure documentation
Pilot and measure benefitsrealization
Define benefits realization Opportunities, strategy, plan
Monitor and manage changeDevelop comprehensive Change Mgmt approach
Design program learning Refine and execute program learningDefine program learning approach
Design, build and test the target process solution
Conduct functional and integration testing
Define target process blueprint
Finalize implementation strategy and define plan
Manage implementation planning and transition
Monitor and manage programEstablish programMonitor and manage Evaluate stage
Execute implementation Cutover and rollout
Post implementation Support and reviewInfrastructure
Management
Development Management
Business Process Management
Benefits Realization
Change Management
Organizational Design
Program Management
Infrastructure Management
Development Management
Business Process Management
Benefits Realization
Change Management
Organizational Design
Program Management
All in the red rings can be supported by the tool
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ANALYZE
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ANALYZE – Configure an Oracle Solution in hours !!
KnowledgeBase
Customers,Customers,Products,Products,
& Everything& EverythingElse!Else!
ServiceService
FinancialsFinancials
HRHR
ProcurementProcurement
MarketingMarketing
SalesSales
Supply ChainSupply ChainSupply ChainSupply Chain
OrderOrderManagementManagement
Oracle E-Business Suite
Enter your company Structure multiple companies multiple countries multiple sets of books multiple currencies
Generate
Select the business flows oracle modules languages countries
Ready in a few hours
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Analyze – Load Your Data into the Solution
Customers,Customers,Products,Products,
& Everything& EverythingElse!Else!
ServiceService
FinancialsFinancials
HRHR
ProcurementProcurement
MarketingMarketing
SalesSales
Supply ChainSupply ChainSupply ChainSupply Chain
OrderOrderManagementManagement
Oracle E-Business Suite
Excel
CSV
DB
Customer DataLoad data from your legacy systemPoint and click the results
MIGRATE II
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Analyze – GROUP SESSIONS to compare Global best business practice flows with your business
GAP ANALYSIS
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DESIGN / BUILD
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DESIGN / BUILD
Lets look at the GapAnd
How to apply it to an Oracle e-Business Suite Solution
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Store/Phone/Multi
Customer request to order with you
Sales Orders
Transactions appears in your Sales Order System
MDS/MPS/MRP
Manufacturing Planning
Plan the capacity of the shop floor and the material required to make it as many times per day as you need. Be able to promise to your customers a firm completion date.
Planning
Customer contact and place order
Sale Order Transaction
Demand to Deliver
New Order Types
Differenct Product
Items
Sales OrderCredit Check
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Processing orders is easy with Picking Tickets & Packing slips
Shipping
Picking can automatically pick up the order when it has finished in production and give it shipping
Shipping
Shop Floor
Production
See you Shop FloorGraphically. Know Where your order isAnd when it will befinished
Collect
Once the order is processed it converts to a Cash Sale or Invoice, with the click of a button
Receivable
Demand to Deliver (cont.)
Different Routing,
Department, Resources
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Requisition
Employee enters a Purchase request from his Employee Access screen.
Purchase Order
The supervisor approves the request and it automatically becomes a Purchase order.
Receive Items
When the items arrive
you can receive against the Purchase Order
Pay
You control when you pay the invoice, and whether you send a cheque or electronic funds transfer
Procure to Pay
Not allow preparer
to approve
Not allow preparer
to approve
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Journals
Get your routine accounting automatically from sales, purchasing, stock adjustments and bank reconciliation
Adjustments
Enter additional adjustments and allocations in audit adjustment period
Reporting
Monthly and annual financial reports, plus all your taxation reporting needs
Current, Accountable Financials
Require journal
approval
Able to adjust in
last period of year
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GAP CHANGES
All the gap changes can be entered into the Knowledgebase
OrIf the gap is something every customer would
want to change – extend the Business unit configuration template to incorporate these
questions
From there the SWIFTConfigurator engine will take care of it.
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Other Gaps – the common questions that arise
Business Flow changes
Inter-company transactions / inter-country transactions
(Configure relationships, Std Oracle functionality, can be set in the Knowledgebase)
Consolidation
(Can be set in the knowledgebase)
Multiple Production lines in a factory
(BOM/Routings? – load the data with MIGRATE II)
Multiple Factories (Multiple Companies / Multiple plants)
Requires Adv Planning – ASCP and APS modules are available
Multiple Plants (One company / Multiple plants)
Std MRP – provided with the base ERP system
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Other Gaps
Data
Payment Terms, Quick Codes, Chart of Accounts, Bank details, Employees, Job Positions, UOMs– MIGRATE II or SWIFTConfigurator will load this data
Other Oracle modules
(EAM, ASCP, Advanced Planning, Projects etc.- many additional modules and wizards available)
Reports
(Reports Executables, Parameters, Concurrent Programs, Binaries deployment – the touch points into Oracle can be undertaken with the tool. The report customizations need to be undertaken in the traditional manner)
Customizations and 3rd Party Solutions
(Binaries deployment, Executables registration, Menu configurations, Concurrent Programs, FlexFields – can all be managed by SWIFTSuite)
Languages
(Simplified/Traditional Chinese, Japanese, Korean, Thai, Latin America Spanish- all languages supported by Oracle are supported by SWIFTSuite)
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GAP ANALYSIS OBJECTIVES
Objective of the Gap Analysis is :
To drive and ensure successful Change Management
To allow the users to see and touch the Oracle system with the proposed solution
To determine what gaps exist between the business and the solution
To analyze the gaps and propose ways TO ENSURE the business will work within the proposed solution
To document the gaps that are only absolutely necessary for the business to run and only after every other possible alternative has been exhausted
To ensure the users understand what reports are [and are not] available
To finalize the rollout plan and the customer resources that will be required to support the rollout and when
To obtain commitment to the Gap Analysis as the only additional changes that will be required prior to going LIVE
To obtain commitment to the rollout plan to minimize or eliminate the possibility of delays
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Analyze – Approve the GAP ANALYSIS
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DESIGN / BUILD
STEP 2 : DESIGN / BUILD
Apply GAP to the SWIFTSuite Knowledge Base Generate the final Oracle solution Fully test the final Oracle solution Develop user procedure documentation Design Program Learning
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AQ&Q U E S T I O N SQ U E S T I O N S
A N S W E R SA N S W E R S