Financials Accounting Hub

GENERAL QUESTIONNAIRE
Prepared by Applications Product Development

Author:

Oracle

Creation Date:

March 1, 2005

Last Updated:

July 28, 2009

File Name:

generalquestionnaire.doc

Version:

1.3

Status:

Published

Page 1 of 6

22-Aug-16
Company Confidential - For Internal Use Only

Document Control

Reviewers
Name

Position

Date reviewed

C. Cianciolo
A. Mehrok
H. Hennings

Support, Esc. Manager

Director Product Strategy

Change Record
1Date

Author

Vsn

Change Reference

01-Mar-2005
26-Aug-2008
28-Jul-2009

M. Skurdahl
C. Cianciolo
C. Cianciolo

1.0
1.2
1.3

First draft
Modified for non-banking
Reflect new product name

22-Aug-16

Page
Company Confidential - For Internal Use Only

Table of Contents

1........................................................................................................................................................ Introduction
............................................................................................................................................................................4
1.1

Purpose...................................................................................................................................4

1.2

General Information..............................................................................................................4
1.2.1
1.2.2
1.2.3

Overview and Participating Stakeholders...............................................................4

General Questionnaire...............................................................................................5
Prerequisites................................................................................................................6

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1.

Introduction

1.1

Purpose
The purpose of this questionnaire is to help determine how our customers, and the industries they represent, are
looking at Financials Accounting Hub (FAH) as a solution.
If there is additional information that you feel may be useful, please feel free to include it.

1.2

General Information

1.2.1 Overview and Participating Stakeholders

Name of Company:
Location of HQ

Description/Overview of institution

Stakeholders:
Name

Title

Address (City,
State, Country)

Phone

e-mail

If you represent a 3rd party vendor, Oracle partner, or a Consulting firm, please complete the following information:

Name of Your Company:

Your Location

Your Name, eMail Address, and Phone Number:

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1.2.2 General Questionnaire

1. Do you work for a consulting firm or partner who is reviewing the functionality in FAH on behalf of a client?
Yes
No
2. Have you seen a demo of FAH? Yes

No

3. Have you established performance benchmarks you would require from FAH? Yes
If so, can you please detail them?

No

4. What are the key business goals and objectives that you expect to address with FAH?
Please describe each of these goals and objectives.

5. Do you have any chart of accounts or reporting issues that you are attempting to solve when implementing
FAH? Yes
No
6. Are you attempting to resolve any reconciliation or data problems by implementing FAH?
Yes
No
If so, can you please describe them?

7. Do you have approved budget for implementing FAH? Yes

If so, please indicate whether this budget is (Check One):
< 1 Million USD
Between 1 4 Million USD

No
More than 4 Million USD

8. What is the timeframe for meeting your objectives for the FAH implementation?
Beginning timeframe:

Targeted completion:

9. Have you investigated other solution options and alternatives?

Internal Development? Yes
No
Consulting Based/Consulting involvement? Yes
No
If so, who?
Have you considered other software applications providers? Yes
If so, which one(s)?
Other software tools providers? Yes
If so, which one(s)?

No

No

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10. What do you perceive as the primary advantages/disadvantages to using the Oracle Financials Accounting
Hub as compared to alternate solutions?

1.2.3 Prerequisites
There are a number of prerequisites for use of FAH. Please answer the questions applicable to youThis will
help us determine whether these prerequisites are met.
1. FAH is constrained for use only with Oracles Ledger Architecture, which will require upgrading Sets of Books
to Ledgers.
Are you currently an Oracle GL user? Yes
No
If so, what version?

Are you willing to upgrade to the Ledger Architecture? Yes

No
2. For the initial release, FAH must run on a separate instance/implementation. Are you willing to create a
separate instance for this implementation? Yes
No
3. One of the main objectives of FAH is to provide a common accounting engine for multiple heterogeneous
systems.
a. How many source (legacy) systems do you intend to integrate into FAH?
b. How many transaction types do you intend to pass through FAH?
c. Please describe the current approach to accounting, and approximate transaction volume of the
product systems that will be early candidates for integration into the hub.
d. What is the required throughput per hour from FAH?
e. How many transactions must be accounted per hour at peak volumes.
Please describe whether the typical transformations are simple or complex.
4. Do you currently use a financial data warehouse? Yes
No
If so, are you planning to retain your financial data warehouse or are you looking to replace it?
Yes
No
Please describe the scope and approach of this warehouse?

22-Aug-16

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Company Confidential - For Internal Use Only