Forming

Your Future:
Upgrade/Migra4on to Oracle Fusion
Applica4ons/Oracle Applica4ons Cloud

UGF3179
October 2015

Private & Confidential 2007-2015 Certus Solutions . All Rights Reserved

Not my Session
Forming Your Future: Upgrade/Migra4on to Oracle Fusion
Applica4ons/Oracle Applica4ons Cloud [UGF3179]
Learn how Oracle Fusion Applica=ons/Oracle Applica=ons
Cloud can inuence your future plans for ERP and inform you
how to priori=ze and decide upgrade and migra=on ac=vi=es.
Should Oracle E-Business Suite users go to the cloud or just
stay current with their Oracle E-Business Suite release? Learn
what methods are available for migra=ng to Oracle Cloud for
any organiza=on, and how to plan a roadmap for the latest
release of Oracle Applica=ons Cloud. This session shares details
of the experience. You will learn from the upgrade/migra=on
experience and strategy, cutover plan, tes=ng, and training.
Sunday, Oct 25, 8:00 a.m. | Moscone South307
Kashif Manzoor

Debra Lilley
VP Certus Cloud Services
Oracle ACE Director, OCP & Oracle
Masters
Fusion Applications UX advocate
Director and Past President UKOUG
Oracle App since 9.4.1 (18 years)
End User Advisor for Constellation
Research
2008 Oracle Magazine Award User
Group Evangelist of the Year
2011 Friend of Quest Award
2009, 2015 SOA Community Award
Winner
2014 Oracle Scene Most Read Article

I live here

I work here

Certus Solu=ons

Certus from the La=n translates as

certain; trust; reliable; resolved, determined;
these reect our values as a company.

Solu4ons is an acknowledgement that that there is always

more than one way to address an organiza=on's challenge.

08/11/2015

Commercial in Condence

I joined Certus
because they do
what I wanted to
do

Not a Sales Pitch

Oracle sell Cloud as a solu=on
No tech
No whats under the covers
No comparison to the architecture of
current system

But if you have EBS now and you

support it you want to know this

Life In The Cloud

So how do we enact business change?

Understand Customer Expecta=on
Change the Language of Engagement
Paint the Picture of the Customer Journey
Focus upon the Customer Experience
Deliver Fantas=c Customer Service over the life of
the Journey
08/11/2015

Commercial in Condence

The Certus Journey

Expanded to include ERP, and organically grown
company & achieved Pla4num Status
Implement for our own customers and on behalf of
partners who dont have the skills
Called in by Oracle to help customers or partners who
needed specialized help
Beta Test each release for Oracle and provide valuable
feedback into development
Deliver Training for Oracle to Oracle, Partners and
Customers
Built core team of EBS HCM experts & Trained with
Oracle Development in US
Commi^ed to be Cloud Only to show market we mean
business
2011 Iden=ed the Disrup=on poten=al of Cloud in
Oracle Eco System

17 Cloud
Customers

EBS v Cloud

Solu=on Based v Requirements?

Private & Confidential 2007-2015 Certus Solutions . All Rights Reserved

Current v Future Opera=ng

Models

Private & Confidential 2007-2015 Certus Solutions . All Rights Reserved

OPERATING MODELS

Understand the processes within each module

Is the as is documented
What are you expec=ng to change?
E.g. Chart of Accounts

What is the Delta?

What are your priori=es?
If you have new modules replacing?
Anything you have anything today not covered in
Cloud?

08/11/2015

Commercial in Condence

13

ERP Landscape
Cloud Purchased

Today

General Ledger
Accounts Payable
Expenses
Cash Management
Accounts Receivable
Financial Repor=ng Centre
Financial OBTI
Purchasing
Procurement, Supplier Portal
OTBI Procurement
Project Cos=ng
Project Management
OTBI Projects
Oracle T&L
08/11/2015

Commercial in Condence

14

engage ERP Suite

Financial Control &

Payables

Receivables

Procurement
Repor=ng
Management
Management

Manage supplier
Manage Customers
Manage supplier
Maintain enterprise
informa=on
Create & process
informa=on and
structure
Receive & process
customer bills
supplier agreements
Maintain nancial
invoices
Process billing
Manage procurement
repor=ng structure
Audit invoices
adjustments
catalogs
Record and post
Approve invoices
Accoun=ng for billing

Manage requisi=ons
journal entries
Accoun=ng for invoices
transac=ons
and purchase orders
Manage journal
Prepare & record
Process customer

Manage Receipts
approvals
payments
payments
Perform transac=on
Manage sub-ledgers
Process payments
Process receipts, bank
accoun=ng using
Manage transac=on
Accoun=ng for
deposits, refunds
rules
taxes
payments
Manage receivable
Report and analyze
Prepare nancial
Analyze accounts
balances
procurement ac=vity
reports
payable balances
Process customer
Analyze nancial
Payables to GL
statements
performance
reconcilia=on report
Close receivables
Revalue account
Close payables period
period
balances
Translate mul=
Personalised Corporate Branding
currency balances
Standard Security Role Based Access
Reconcile Accounts
Standard Workows & Approvals
Close accoun=ng period
Transac=onal Business Intelligence for Financials & Procurement

Private & Confidential 2007-2015 Certus Solutions . All Rights Reserved

HCM Landscape
Cloud Purchased

Today

Core HR
Performance Management
Goal Management
Talent Review
TALEO Learn

08/11/2015

Commercial in Condence

16

engage HCM Suite

&
Recruit
Onboarding
Global Portal
Standard Requisi=on
Template
Career Sec=on
Congured Candidate
Applica=on Workow
Pre-Screening
Congurable
Correspondence
Templates
Oer Management

HCM
Organisa=on Structure
Workforce Structures
Employee Record
Core Processes
(Starter / Mover / Leaver)
Absence Management
Skills & Qualica=ons
Basic Compensa=on

Onboarding

Performance

Compensa=on
&

& Talent

Benets

Goal Management
Performance Review
Template
Competency FW
Ra=ng Congurable
Scales
Career Planning
Congurable
Performance
Workow
360 Feedback
9 Box Talent Review
Succession Planning
Congurable
Ques=onaires

Annual Salary
Review Template
Total Reward
Statement
Congurable
Compensa=on
Components
Hourly / Monthly
Salaried Payroll

Personalised Corporate Branding

Standard Security Role Based Access
Standard Workows & Approvals
Manager & Employee Self Service
Oracle HCM Standard Report Suite & Certus HCM Standard Report Suite
Private & Confidential 2007-2015 Certus Solutions . All Rights Reserved

Time & Labor

Global Time Card
Congurable =me
Components
Time Card Entry
Calendar Based
Entry
Work Schedules


Data

Private & Confidential 2007-2015 Certus Solutions . All Rights Reserved

Data
Migra=on
How much?
Finance open items
HCM absence, sickness calcula=ons, salary history
Cleansing
Transforma=on / mapping
Owners
Archiving

08/11/2015

Commercial in Condence

19

Data
Integra=on
What systems, who owns them?

Customisatons
Page Composer
Approvals Manager

Alerts
Watchlists
DBA based

08/11/2015

Commercial in Condence

20

Implementa=on Approach

Private & Confidential 2007-2015 Certus Solutions . All Rights Reserved

Your Implementa=on Approach

Phased

Big Bang
Pros

Cons

Pros

Cons

Tidy

High Risk

Least Risk

Careful
Management of
cutover

Simpler Culture
Change

Fastest =me to
value
Quick wins engages
users bemer
Longer project

Certus - Safe Pair of Hands

The implementa8on services world is changing rapidly
as more companies choose to go to cloud deployments.
This requires a dierent class of provider, one which is
nimble, focused and cost conscious in a way that is
highly dieren8ated from the legacy providers. Certus
is lling that gap and building a formidable reputa8on
that makes it a hot, shortlist candidate in Oracle deals.

Dennis Howlem, Co-Founder, Diginomica

08/11/2015

Commercial in Condence

23

Some Customer Stories

Private & Confidential 2007-2015 Certus Solutions . All Rights Reserved

JT - Happy Customer
Richard Summereld, Global HR Director of JT Group Ltd
said:


The Oracle HCM Cloud is our preferred pla4orm for
transforming our HR opera:on on a global basis. I am
delighted that Certus has delivered on its promise and
enabled us to go live with the pla4orm across the Channel
Islands, UK, America and Australia inside 5 months from
start to nish. With more to follow our focus is now to
realise the tangible and intangible benets the cloud
brings to our business opera:on
08/11/2015

Commercial in Condence

25

 Bri=sh Company Equipment Rental Services

Specialise in Powered Aerial Work Plaqorms
1,700 employees
Global Implementa=on UK, France, Belgium,
Germany, Middle East and India
Oracle HCM, Recruitment & Talent Cloud
Services with 3rd Party Payroll Interface
Private & Confidential 2007-2014 Certus Solutions . All Rights Reserved

Listen to our Customer

What Does It Take to Make Oracle HCM Cloud Work? The
JT Story [CON9059]
Richard Summereld JT & Richard Atkins Certus Solu4ons
JT implemented Oracle Human Capital Management Cloud
(Oracle HCM Cloud) across ve countries in just ve
months, integra=ng with several payrolls. The company
went on to add performance and was one of the rst to go
live with Oracle Time and Labor. What did this mean
technically? In this session, JTs implementa=on partner
explains the migra=ons and integra=ons as well as the
congura=ons and repor=ng needed.
Tuesday, Oct 27, 12:15 p.m. | PalacePresidio

What You Can Do in Cloud

10 Ways to Enhance Your Oracle HCM Cloud
Implementa4on [CON8983]
Tim Warner COO Certus Solu4ons
Do you think Oracle Human Capital Management Cloud
(Oracle HCM Cloud) is too vanilla? Then this presenta=on is
going to change your mind. See 10 dierent examples of
how Oracle HCM Cloud extensibility tools and techniques
can enhance your implementa=on. The examples are based
on real-life implementa=ons.
Wednesday, Oct 28, 4:15 p.m. | PalaceSea Cli

Im speaking at Apps15
Register now to join me:
www.apps15.ukoug.org
#ukoug_apps15

Debra Lilley

@debralilley

hmp://debrasoracle.blogspot.co.uk

hmp://www.certus-solu=ons.com