2011 fall oaug buyer's guide

THE SOURCE FORORACLE APPLICATIONS USERS

RESOURCES. SOLUTIONS.EXPERTISE.

2011 FALLEDITION

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The 2011 OAUG Buyer’s Guide is a publication of the Oracle Applications Users Group (OAUG).

3525 Piedmont RoadBuilding Five, Suite 300Atlanta, GA 30305p: +1 404.240.0897 | f: +1 404.240.0998e-mail: [email protected] | oaug.org

Table of Contents

ARTICLES4 Oracle EBS data loading using appLOAD® at LifeWay Christian Resources by Austin Davis, Vice President of Marketing, Chain-Sys

6 How to Design a Chart of Accounts to Take Advantage of Oracle® E-Business Suite Release 12 by Helene Abrams, CEO, eprentise

8 Lesaffre Yeast Dives into Financial Details with Flexible Reporting by Chris Meyer, Director Americas, Excel4apps

10 A Primer on Oracle E-Business Suite R12 Reporting Options by Gustavo González and Tom McGrath, IT Convergence

12 What You Need to Know About Upgrading to Oracle Applications Release 12 by Robert D. Anderson, CPA and Kimberly McDonald Baker, Project Partners, LLC

BUYER’S GUIDE CATEGORIES16 Product Families17 Services18 Solution Areas20 Company Listings

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The OAUG Buyer’s Guide

is online, searchable and updated regularly

with productannouncements

and news.Visit oaug.org.

mailto: [email protected]

http://www.oaug.org


4

Oracle EBS data loading using appLOAD® at LifeWay Christian Resourcesby Austin Davis, Vice President of Marketing, Chain-Sys

LifeWay Christian Resources is a religious nonprofit organization and is an entity of the Southern Baptist

Convention. LifeWay produces Bibles, church literature, books, music, audio and video recordings, church

supplies and Internet services. The ministry operates 154 LifeWay Christian Stores across the country. LifeWay’s

home office is in Nashville, Tennessee, where about 1250 employees work.

LifeWay has successfully implemented Oracle EBS Financials, Projects, APC, Inventory, Purchasing, Order

Management and Advanced Pricing modules for its global operations. LifeWay is on version 11.5.10.2 and their

production database size is 1200 GB.

Data loading activities performed by LifeWay:• Itemcreationandupdate.

• Itemcategories,itemcatalogsanditemcrossreferencecreationandupdate.

• PLM:AdvancedProductsCatalogcreation.

• BillsofmaterialCreationandUpdate.

• NewCustomerCreationandUpdate.

• ARInvoice,CreditMemosandDebitmemocreation.

• ARCashReceiptapplicationwithorwithouttheinvoicenumbers.

• ProjectBudgetCreation.

• Projectswithtasksandkeymembercreationandupdate.

• PriceListcreationandupdate.

• Salesorderprocessing.

The Struggle with DataLoaderManual mass data loading/maintenance within

Oracle E-Business Suite can be tedious and very

time consuming. LifeWay utilized DataLoader

for performing data loading as an alternative to

manual methods. The DataLoader tool took a lot

of time and still could not provide a fool-proof and

robust solution. Amy Goolsby recalls that for about

1500 items loading it required constant monitoring

and took two weeks with eight computers in the

conference room. This time does not include the

data loader spread sheet preparation time.

LifeWay chooses appLOAD® LifeWay evaluated and selected appLOAD® productivity tool from Chain-Sys Corporation for its Data Loading

activities in Oracle E-Business Suite. appLOAD® is a new generation data conversion tool for Oracle E-Business

Suite 11i/R12. The tool significantly reduces project timelines and cuts costs. It is extremely useful during

implementation or reimplementation and for routine production data maintenance. It is very easy to use and

does not need programming. It supports all open interfaces and APIs. appLOAD® is a reliable and scalable

back-end web-based application that is not front end driven and not EXCEL macros driven. Any business user

can confidently use this tool and convert the data without any technical assistance. With appLOAD®, there is

no programming required for any of your data conversion needs.

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Productivity gains using appLOAD® Within a week of installing appLOAD, the business users started using the tool very

effectively for their data loads. Amy Goolsby remarks, “What I like about appLOAD is

how fast it is. appLOAD executes the data loading processes in the background with no

baby sitting needed. I can do the same task in four hours that used to take two weeks.”

David Jamieson of LifeWay says, “The projected return on investment provided through use of the appLOAD

application easily justified the cost of the product. We have identified uses that impact all business areas

within E Business Suite. Chain-Sys has been extremely responsive in identifying the most efficient uses of the

tools and responding to our questions as we have begun to use the tool.”

appLOAD™ Benefits• Timeandcostsavings.

• Highlystable,reliableandscalable.

• Fastinprocessingthedataloads.

• Allprocessesareexecutedontheapplicationserveras

a Java process (thread).

• NoneedtowatchDesktop/Laptopscreenswhen

processing takes place.

• Highlyuserfriendly.

The Right ToolThe appLOAD® tools are a right choice for the IT environments of today

and the technology changes that are coming up. Rooted in Enterprise

Java/J2EE standards, it takes advantage of the enterprise quality

scalability and reliability of the platform and is amenable to traditional

deployments within the enterprise as well as to the Software as a Service

model. appLOAD® is currently available in the cloud in Managed SaaS

and Subscription SaaS for EBS Data Conversion needs.

About Chain-SysChain-Sys is an Oracle Platinum Partner and has been

highly successful in EBS implementations using OBAs

and appLOAD® tools. The appLOAD Productivity

tools (appLOAD, appEXTRACT, appINTERFACE,

appMIGRATE) accelerate technical implementation and

data conversion, ease production data maintenance,

migrate data to R12, interface EBS with external applications and provide huge cost savings. appBI is an out

of the box BI solution for EBS with pre-built data warehouse and dashboards. Customers include Lifeway,

American-Axle, Teknion, Comcast, Boart-Longyear, BILT, Patel Logistics and Ingersoll-Rand. www.chain-sys.

com. [email protected].

http://www.chain-sys.com/appLOAD_brochure.pdf

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How to Design a Chart of Accounts to Take Advantage of Oracle® E-Business Suite Release 12by Helene Abrams, CEO, eprentise

The chart of accounts (accounting flexfield) in Oracle E-Business Suite (EBS) is the basis for tracking and

reporting on the financial aspects of the business. A good chart of accounts (COA) provides structure

for managing business uniformly, facilitates compliance with local and statutory requirements, enhances

communication across all parts of the business, and provides flexibility for changes in the business. There are

five criteria for designing a good chart of accounts.

Criteria 1: One type of informationYour chart of accounts should have one (and only one) type of information in each segment. If the type of

information in a segment is not unique, the chart suffers from redundant information across segments, creating

potential inaccuracies during reporting. Keeping information types unique to a single segment eliminates

this type of mistake and solidifies the consistency of a company’s financial data. Additionally, it reduces the

maintenance of keeping information accurate in multiple places.

Criteria 2: Information not repeatedYour accounting flexfield should not repeat information that exists in other modules of EBS. All of the

information you need about transactions in those modules will be available to you in the subledgers.

Criteria 3: Enough room to expandDefine your segment lengths to be long enough to accommodate future growth. Running out of values in a

segment forces the same type of information to be carried in another segment or “doubling up” of a value,

resulting in reporting inaccuracies.

Criteria 4: Use logical rangesPut values for each segment into logical ranges. If you know the trends in your business, you can define an

appropriate number of characters for both a segment and the ranges it contains. Don’t hesitate to increase

the length of a segment to accommodate a larger range. Increasing segment length to accommodate growth

lets you build flexibility into the COA structure. Ranging your values logically promotes streamlined reporting,

budgeting, and maintenance. It enables you to minimize the number of cross-validation rules, security rules,

and Financial Statement Generator (FSG) report definitions by giving you the ability to define your rules and

reports by ranges as opposed to individual values.

Criteria 5: No reliance on spreadsheetsThere are two major issues with relying on spreadsheets for consolidation or reporting. The first is that there

are few controls in spreadsheets. Anyone can make a change to a spreadsheet. You also lose the drill-down and

roll-up capabilities that make your accounting transparent (and allow you to comply with IFRS requirements).

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A global chart of accounts R12 introduces new features (secondary ledgers, ledger sets, and subledger

accounting) that allow for consistent global visibility and reporting but provide the

ability to have local control. Best practices include creating the original transaction in

the primary ledger and then using rules to automatically create or update the corresponding

transactions in secondary ledgers that are used for local and statutory reporting. Data is entered in

one place. A common global chart of accounts ensures that the data is entered consistently (in one place) and

that enterprise reports are accurate. The R12 Advanced Global Intercompany System requires an intercompany

segment in the chart of accounts. Combined, these features enable organizations to reduce the time spent

translating, compiling, reconciling, and consolidating financial data from disparate charts of accounts and

spreadsheets, shortening the time to close.

With a single chart of accounts, accounting policies are standardized across the entire enterprise and everyone

adheres to the same set of rules and definitions, increasing the level of enterprise governance and control

over new code combinations. When designing a global chart of accounts, one segment is commonly used for

localizations or analysis. Each country that is governed by different statutory requirements has a range within

the localization segment. Values in that range drive the accounting rules that create entries in the secondary

ledgers.

ConclusionIt is possible to change your chart of accounts or merge multiple charts of accounts into a single, global chart

without reimplementing. Get input on requirements from your stakeholders when creating a new chart of

accounts, and document the decisions and requirements to support all parts of the business. Then, design a

chart that gives you complete, consistent, and correct financial data, for now, and for the future.

About ePrentiseeprentise provides software that allows Oracle E-Business

Suite users to consolidate multiple production instances,

to change existing configurations like charts of accounts

and calendars, and to merge, split, or move sets of

books, operating units, legal entities, business groups,

and inventory organizations. eprentise gives EBS

organizations the agility needed to support changing

business requirements, avoid a reimplementation, and lower the total cost of ownership of ERP while also

enabling real-time access to complete, consistent, and correct data across the enterprise.

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Lesaffre Yeast Dives into Financial Details with Flexible Reporting by Chris Meyer, Director Americas, Excel4apps

Major yeast producer gains direct access to Oracle financial data via Excel-based GL Wand, improving reporting

efficiency and management support

Lesaffre Yeast Corporation and Red Star Yeast Company LLC (www.lsaf.com), a joint venture between Lesaffre

Yeast Corporation and Archer Daniels Midland Company Inc., produces yeast for a variety of applications

throughout North America. In 2004, Lesaffre installed the Process Manufacturing version of Oracle E-Business

Suite (OPM), which provided immediate business benefits, according to Michael Roach, Lesaffre Yeast’s controller.

Lesaffre’s Finance and Accounting group, though, soon found challenges in working with Oracle Financial

Statement Generator reports (FSGs). Roach’s team began searching for a tool to expedite financial reporting

while providing better access to detailed OPM data. “The Oracle system provided a backbone of data that

wasn’t previously available, but the key was being able to efficiently access, manipulate, and analyze this data

to help drive the business,” described Roach.

A quest for reporting efficiency For Finance and Accounting, building and modifying FSGs with the Oracle Applications Desktop Integrator (ADI)

was very time intensive. The team routinely spent more hours creating the financial reports, often in a trial and error

manner, than performing analysis. “To modify a report, you accessed a separate template and used code to enter

the information,” explained Jordan Lueck, senior accountant. “You then ran the report from Oracle, which took over

an hour, only to often find out it didn’t work. It took a whole day to run our monthly 100-page package.”

In addition to the laborious task of building and running reports, FSGs did not contain features that Finance

needed, like statistical quantities and dollar amounts on the same row. Also, drill-down functionality in Oracle’s

OPM version was limited. “You could access certain transaction details in Oracle or FSG reports, like drilling

into a sales invoice list,” said Roach, “but if we tried to drill into OPM module data, we got limited information.”

Finding the right tool In 2008, Lesaffre explored new reporting solutions, which led to a one-hour demonstration of GL Wand from

Excel4apps. Roach next opted for a one-month trial of the Excel-based reporting tool, which directly links

with live Oracle data. “After two or three hours of GL Wand training, finance and accounting users could build

reports and drill into live Oracle data via the Excel front end,” Roach described. “It was so easy compared with

FSGs, without the time required for coding.”

Lesaffre installed GL Wand in May 2008, although it did not yet have OPM drill-down capabilities. Working

together, the two companies put the functionality in place, plus additional features. “Within a few months, GL

Wand had the necessary OPM drill-down capability, along with drill-down for Oracle Trade Management on the

Accounts Receivable side, which basic Oracle didn’t have,” Roach said.

Financial reports in a flash After a quick conversion of all existing FSG reports to GL Wand, Lesaffre’s Finance group saw major efficiency

improvements. “It used to take an entire day to run our monthly report package, but with GL Wand it takes

about two hours, with each report taking around 15 minutes,” said Lueck. Also, the Excel front end allows us to

email reports, and the person requesting the report can modify it as necessary in Excel, which was impossible

with scans from ADI.

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As required, statistical accounts and dollars appear on the same row in GL Wand

reports. Also, the Excel front end allows easy manipulation of data pulled directly

from Oracle. “I calculate variances in GL Wand using a workbook of 30 interrelated

worksheets that sums variances for our eight different business

channels on one page, and then lets us drill into details,” Roach

described. “It is invaluable having Oracle data in Excel.”

Another benefit is the ease of uploading business information from

GL Wand to Hyperion Financial Management (HFM) software, which

is used by Lesaffre’s parent company to view financial data from

its subsidiaries. “We spent a full day running a trial balance, then

cutting and pasting accounts together to create specific balances,”

said Noelle Wolter, senior accountant. “It now takes only an hour to

run a GL Wand report, check balances, and upload the data to HFM.”

Better business and management support While GL Wand easily met Lesaffre’s goal of more efficient reporting,

the software’s biggest impact has been in improved support of

business analytics and management requests.

“We get multiple ad-hoc report requests each day, and our eight

business channel managers are asking for more detailed, customized

reports to help them stay on budget,” described Lueck. “With GL Wand, it’s easy to modify an existing report

to provide the detail they want in 10 minutes, whereas it took days with FSGs.”

Lesaffre is pursuing more

comprehensive three- to five-year

strategic planning goals. Budget

information is entered in Oracle, and

GL Wand lets Finance retrieve and

compare it with actual performance.

“Our reports now hone in on

variances as we compare the current

three-year plan with a previous one,

breaking down variances by volume,

price, manufacturing costs, etc.,”

Roach explained. “We spend our

time analyzing variances, not retrieving Oracle data. This fast access to accurate information is critical to our

top management and business performance and planning.”

About Excel4appsExcel4apps (www.excel4apps.com) is a provider of best-in-class Excel

based reporting and budget loading software for Oracle and SAP. Its

award winning GL Wand, Budget Wand and Reports Wand products

help financial professionals save time by delivering accurate and secure

information in the familiar Excel environment. Excel4apps maintains offices in the United States,

United Kingdom, Australia, United Arab Emirates and South Africa, with more than 7,500 users worldwide.

Activity Before GL Wand After GL Wand

Creating monthlyreporting package

1 day 2 hours

Building ad hoc reports 2-3 days 5-10 minutes

Strategic planning andbusiness analysis

Limited capability foranalyzing budget vs.

actual variance

Fast, detailed breakdownof variances by key

parameters

Providing managementwith detailed data

and analysis

Limited OPMdrill down

Complete drill downimplemented for OPM and Trade Management data

Uploading select financial data to parent company

1 day 1 hour

“GL Wand is a flexible reporting tool that has saved us countless hours and given us the ability to quickly analyze our financial results in great detail.”–Mike Roach, Controller, Lesaffre

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A Primer on Oracle E-Business Suite R12 Reporting Optionsby Gustavo González and Tom McGrath, IT Convergence

You’ve got your Oracle E-Business Suite (EBS) up and running; the bugs have been worked out. Now all you

need to do is report on its data. As every IT professional knows, your Oracle E-Business Suite investment is only

as strong as the reporting solution backing it up. While meeting your organization’s reporting needs is never

easy, EBS users have a wealth of options to choose from, including BI Publisher (formerly XML Publisher),

Noetix Views, Discoverer, Noetix Platform, Noetix Answers, Noetix Generator and OBIEE.

The standard BI Publisher is best used for operational reporting, including printing checks, labels, invoices,

purchase orders, financial reports and government forms. Microsoft Office creates and edits templates, but they

do require some technical knowledge. BI Publisher reports in almost any format and any way desired. In Oracle

R12, BI Publisher builds many of the Standard Operational Reports. In the version of BI Publisher included with

E-Business Suite, the XML output delivers the data from Oracle Reports and Financial Statement Generator

Reports. In the OBIEE version of BI Publisher, however, Analysis ad-hoc queries deliver the data in addition to

many other data sources. The standard BI Publisher can only report on Oracle Standard Reports and FSG’s.

Another reporting option is Oracle Discoverer, an ad-hoc query, reporting, data analysis, and web-publishing

tool. It’s a more basic tool that many businesses rely on, but Discoverer does not create dashboards and there

are no pre-built reports, nor automated alerts. There is an option for businesses that are interested in quickly

migrating their reports from Discoverer to OBIEE: use the migration utility which converts the end-user layer

(EUL) within Discoverer and packages the reports into an OBIEE Metadata Repository.

Noetix Views© are useful as they create an end-user layer within BI Discoverer or views for other reporting

tools including OBIEE, reducing the implementation time of transactional reporting. Noetix Views© reduce

the up-front learning curve for new users as the Oracle Tables can be quite complex. Another benefit is that

Noetix guarantees that the Views will never break because Noetix will provide view updates for each version

of Oracle E-Business Suite.

Noetix Platform is an ad-hoc querying tool that allows users to view and publish reports from their web

browser. Noetix Platform includes Noetix Web Query which is a browser-based ad-hoc querying tool.

Noetix Answers is the powerhouse of reports that Noetix provides to answer hundreds of common business

questions without the need for extensive development. It is what allows standard reports to be created into

Noetix Platform. It allows end -users to access these pre-built reports to provide simple solutions to everyday

tasks without the need for IT intervention.

Finally, and probably the most discussed solution is OBIEE. OBIEE delivers all of the functionalities of the other

reporting tools but has built-in dashboards as well. However, the truth is that no reporting solution fits all. The

best reporting solution for an organization depends on its reporting needs. Organizations large enough to

use the Oracle E-Business Suite typically require some type of ad-hoc reporting capability if not a complete

Business Intelligence environment. What tools they need and are able to implement will depend on various

factors including: budget, timeline, available technical resources, etc.

To decide which reporting solution is right for you, it is necessary to dive into the details with our Oracle

Applications Workshops, “Oracle E-Business Suite Reporting Options” and “OBIEE for Administrators and

End Users.” For more information and to register, go to www.itconvergence.com/workshops.

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12

What You Need to Know About Upgrading to Oracle Applications Release 12by Robert D. Anderson, CPA, and Kimberly McDonald Baker, Project Partners, LLC

Project Partners has been helping clients plan for Release 12 of Oracle Applications since 2008 and first presented

on this topic at OAUG conferences in 2009. Much has changed since then, and we’re happy to provide the latest

advice to help project-centric firms upgrade successfully to Release 12. This article is a synopsis of an in-depth

whitepaper and free webinar that you will find on our website at www.ProjectP.com/R12.

In the R12.1 point releases, Oracle has provided new functionality within the Projects Suite, making the upgrade

more attractive to project-centric organizations in areas like:

• SubcontractorManagement.

• ChangeManagement.

• ContingentWorkerenhancements.

• ProjectBillingenhancements.

The changes in the User Interface and core Financial Applications make Release 12 different from the usual

upgrade. In R12 the modules with the most users have also seen the most changes, making for significant

impact on users of the following applications:

• GeneralLedger.

• AccountsPayable.

• AccountsReceivable.

• Procurement.

• Reportingtools.

Upgrade or Re-ImplementationRe-implementation is a major commitment of time and resources. If the current Oracle instance leverages

standard functionality, is current on patches and your data is clean, Oracle’s guided upgrade path will move

you to R12 in an orderly manner. You may, however, need to re-implement if any of the following are true.

• Yourbusinessorganizationalstructurehaschangedandtheexistingconfigurationnolongerfits.

• Yourcurrentimplementationhadmanycustomizationsthatyouwouldliketoretireinordertouse

new R12 features and functionalities and streamline operations.

• Youroriginalimplementationhasmanyissues;nowisagoodtimetofixunderlyingproblems.

• Youhavedataqualityissuesthatcanbefixedonlywithdataimport.

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Be PreparedComplete as many of these items prior to migration as possible:

• Newhardwaremaybeneeded,andthetimefromordertodeliverycouldbemuch

longer than ever before.

• YoumayneedtoupgradeyourOracledatabase,anddoingsoinadvanceofyourapplications

upgrade will make things much smoother.

• MakesureyourapplicationshavealltherecommendedOraclepatchesappliedbeforeyouupgrade.

• WithRelease12youwillconvertthedatainyourdatabase,andbecausethistakestimeyouwantto

minimize the amount of data converted.

• AftermappingR12functionalitytoyourorganization,youmayidentifybusinessprocesschangesthatwill

enable your firm to take full advantage of new features. Making these changes in advance will simplify the

upgrade process.

• Otheruniqueitemsyouidentifiedduringtheplanningandassessmentphase.

• Identifywhereyouhaveenoughin-houseresourcestocompletethework,andbepreparedtosupplement

with outside help from certified experts such as Project Partners LLC, as needed.

Learn MoreYou will find much more information about successfully upgrading to Oracle Applications Release 12 on our

website at www.ProjectP.com/R12 - including free webinars and whitepapers. Discuss your implementation

concerns with our experts by calling +1.650.712.6200.

About Project PartnersProject Partners, LLC offers consulting services and

software products to project-driven firms and is a

single point solution provider for all requirements

across Oracle® E-Business Suite™, Oracle

Primavera™ and Oracle Fusion™ applications. Our

global team includes many of the experts who

designed and delivered the Oracle E-Business

Suite Projects Applications. Our integrated products extend Oracle Projects™ and Oracle Primavera solutions,

and our management consulting services are provided by Project Management Institute®-certified Project

Management Professionals and Certified Public Accountants.

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Product FamiliesE-Business SuiteAT&TBottomline TechnologiesChain-Sys CorporationColibri Limited CompanyCore ServiceseGaineprentiseExcel4apps Inc.HCL AXONHexaware TechnologiesIBMInatechInformaticaInsightSoftware.comIT ConvergenceKBACE TechnologiesKofaxLeeyo SoftwareMore4appsNaviSiteNoetixO2Works LLCOneNeck IT ServicesOpAnalytixPerceptive SoftwareProject PartnersReadSoftRed River SolutionsRimini StreetSmartDog ServicesSolix TechnologiesSolution BeaconTurnKey Solutions Corp.UnitaskVertexXTglobalZebra Technologies

Fusion MiddlewareHexaware TechnologiesKofaxSolution Beacon

HyperionCore ServicesHCL AXONinterRel ConsultingRed River SolutionsSolution BeaconTeradata

Oracle RetailZebra Technologies

OtherRimini Street

PeopleSoft EnterpriseAT&THCL AXONHexaware TechnologiesIBMInformaticaLeeyo SoftwareNaviSiteNoetixPerceptive SoftwareRimini StreetTurnKey Solutions Corp.Vertex

PrimaveraProject Partners

Siebel/CRM/OBIEEeGainHCL AXONInformaticaNoetixOpAnalytixRimini StreetTeradataTurnKey Solutions Corp.

The Buyer’s Guide Product Category listings provide a snapshot of the

Oracle products each company supports. For a complete list of products and additional

information about each company, please visit the Company Listings section beginning

on page 20.

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ServicesConsultingColibri Limited CompanyCore ServicesHCL AXONIBMInatechinterRel ConsultingIT ConvergenceLeeyo SoftwareO2Works LLCRed River SolutionsSmartDog ServicesXTglobal

HardwareZebra Technologies

Hosting ServicesCore ServicesIT ConvergenceOneNeck IT Services

ImplementationChain-Sys CorporationHexaware TechnologiesKofaxLeeyo SoftwareO2Works LLCProject PartnersSmartDog ServicesXTglobal

Managed ServicesColibri Limited CompanyCore ServicesOneNeck IT ServicesSmartDog ServicesXTglobal

OtherRimini Street

SoftwareBottomline TechnologiesExcel4apps Inc.IBMInsightSoftware.comKofaxLeeyo SoftwareNoetixOpAnalytixPerceptive SoftwareProject PartnersSolix TechnologiesTeradataUnitask

SystemsIntegrationMore4appsO2Works LLCProject Partners

TrainingO2Works LLCSmartDog Services

The Buyer’s GuideServices listings

provide a snapshot of each company’s service offerings.

For a complete list of servicesand additional information

about each company, pleasevisit the Company

Listings section beginningon page 20.

Be sure to ask your softwarevendors with integration to

Oracle applications if they haveOracle Validated Integration.

With Oracle Validated Integration, Oracle applications customers can

be confident that a partner’s integration has been tested and

validated by Oracle as functionallyand technically sound, that the

partner solution is integrated with Oracle applications in a reliable,

standards-based way, and that the integration operates and performs

as documented.

For the most current list of Oracle Validated Integrations, please visit

http://www.oracle.com/us/partnerships/solutions/index.html.

Validated Integration

Oracle Applications

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Solution AreasTrainingO2Works LLCSmartDog Services

Application Information Lifecycle ManagementIBMInformaticaSolix Technologies

Business AnalyticsInsightSoftware.comOpAnalytixTeradata

Business ProcessIT ConvergenceRed River SolutionsXTglobal

Customer RelationshipeGainInatechKBACE Technologies

Enterprise Performance ManagementExcel4apps Inc.InsightSoftware.cominterRel ConsultingIT ConvergenceNoetixPerceptive SoftwareRed River SolutionsSolution Beacon

Financials ManagementAT&TBottomline TechnologiesColibri Limited CompanyeprentiseExcel4apps Inc.Hexaware TechnologiesInsightSoftware.comKBACE TechnologiesKofaxLeeyo SoftwareNaviSiteReadSoftSolution BeaconTurnKey Solutions Corp.Vertex

Governance, Risk & ComplianceIBM

Human Capital ManagementAT&THexaware TechnologiesKBACE TechnologiesNaviSiteTurnKey Solutions Corp.

Master Data ManagementChain-Sys CorporationInformaticaKBACE Technologies

On DemandInformatica

OtherPerceptive Software

ProcurementKofax

Project Portfolio ManagementProject Partners

Supply Chain ManagementColibri Limited CompanyKBACE TechnologiesReadSoftZebra Technologies

Warehouse ManagementZebra Technologies

The Buyer’s GuideSolution Areas listings

provide a snapshoteach company’s areas of

expertise. For a complete list of solutions and additional

information about eachcompany, please visitthe Company Listings section beginning on

page 20.

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Company ListingsAT&TSales Contact: Sales2500 Riva Road Annapolis, MD 21401 800-809-3003 www.att.com/oracleservices

AT&T’s Hosting & Application Services combines the power of AT&T’s global network, hosting capabilities,

and proven application services expertise. As a Platinum Level Partner in the Oracle PartnerNetwork, AT&T

delivers implementation and support services for the complete Oracle application lifecycle.

Bottomline TechnologiesSales Contact: Joanne DeLangie325 Corporate Drive Portsmouth, NH 03801 [email protected] 603.501.5254 • 800.472.1321 www.bottomline.com

Bottomline Technologies (NASDAQ: EPAY) provides collaborative payment, invoice and document

automation solutions to corporations, financial institutions and banks around the world. The company’s

solutions are used to streamline, automate and manage processes involving payments, invoicing, global

cash management, supply chain finance and transactional documents. Organizations trust these solutions

to meet their needs for cost reduction, competitive differentiation and optimization of working capital.

Headquartered in the United States, Bottomline also maintains offices in Europe and Asia-Pacific. For more

information, visit www.bottomline.com

Chain-Sys CorporationSales Contact: Austin Davis325 S. Clinton Street • Ste. 205 Grand Ledge, MI 48837 972.951.9237 • 855.app.LOAD Ext. 202 www.chain-sys.com

Chain-Sys is an Oracle Platinum Partner and has been

highly successful in EBS implementations using OBAs and appLOAD® tools. The appLOAD

Productivity tools (appLOAD, appEXTRACT, appINTERFACE, appMIGRATE) accelerate

the technical implementation and data conversion, ease production data maintenance, migrate data to R12,

interface EBS with external applications and provide huge cost savings. appBI is an out of the box BI solution

for EBS with pre-built data warehouse and dashboards. Customers include Lifeway, American-Axle, Teknion,

Comcast, Boart-Longyear, BILT, Patel Logistics, Ingersoll-Rand.

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Company ListingsColibri Limited CompanySales Contact: Jim Cotten419 E. Crossville Road • Suite 102 Roswell, GA 30075 [email protected] 678.352.1001 www.colibrilimited.com

Colibri is a full service consulting firm providing a complete range of services for the Oracle eBusiness and

database communities. We offer implementations, upgrades, process improvement, audits, managed services,

and hosting.

Core ServicesSales Contact: Jennifer Lasida130 Belmont Ave Somerset, NJ 08873 [email protected] +1 908.686.0040 • +1 877.267.3797 www.CoreServices.com

Core Services Corporation is an Oracle Platinum Partner, delivers Oracle-based business operations solutions

and information systems and support to clients worldwide, providing Oracle Hosting and Consulting

services. Additionally, Core Services is authorized to sell and service Oracle E-Business Suite, leveraging the

Oracle Business Accelerators. Founded in 1990, Core Services also offers Managed, Remote DBA, Disaster

Recovery, and Consulting services for new Oracle implementations and upgrades.

eGainSales Contact: Sales345 E. Middlefield Road Mountain View, CA 94043 [email protected] 650.230.7500 • 800.821.4358 www.egain.com

eGain is the leading provider of cloud and on-site customer interaction hub software.

For over a decade, eGain solutions have helped improve customer experience, optimize

service process and grow sales—across the web, social, and phone channels. Hundreds of the world’s largest

companies rely on eGain to transform their fragmented sales engagement and customer service operations

into unified Customer Interaction Hubs (CIHs).

HeadingCompany ListingseprentiseSales Contact: Helene Abrams7648 San Remo Place Orlando, FL 32835 [email protected] 407.290.6952 • 888.943.5363 http://www.eprentise.com

eprentise provides software that allows Oracle E-Business Suite users to consolidate multiple production

instances, to change existing configurations like charts of accounts and calendars, and to merge, split,

or move sets of books, operating units, legal entities, business groups, and inventory organizations.

eprentise gives EBS organizations the agility needed to support changing business requirements, avoid

a reimplementation, and lower the total cost of ownership of ERP while also enabling real-time access to

complete, consistent, and correct data across the enterprise.

Excel4appsSales Contact: Scott Stollwerk8384 Six Forks Road • Suite 201 Raleigh, NC 27615 [email protected] 919.238.4040 Ext. 302 www.excel4apps.com

Excel4apps is a provider of best-in-class Excel based reporting and budget loading

software for Oracle and SAP. Its award winning GL Wand, Budget Wand and Reports Wand

products help financial professionals save time by delivering accurate information in the

familiar Excel environment. The company serves a range of industries, with over 7,500

users worldwide. All products are available for immediate download and free trial, installing in minutes with

no data warehouse and no additional hardware, setup or security configuration needed.

HCL AXONSales Contact: Kristine Marlborough15 Exchange Pl. • Suite 730 Jersey City, NJ 07302 [email protected] 201.680.7000 www.hcl-axon.com

HCL’s Oracle practice integrates business consulting and technology services. With our combined expertise

in business transformation and Oracle products, we can help you successfully navigate from strategy

through execution to measurable outcomes. We promote lasting results with a balanced approach that

aligns people, processes, and technology.

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Company ListingsHexaware TechnologiesSales Contact: Ashley Peterson1095 Cranbury-South River Rd • Suite 10 Jamesburg, NJ 08831 [email protected] 609.409.6950 www.hexaware.com

Hexaware’s core expertise span consulting, implementation, integration, development, testing and support

services across major enterprise software systems such as PeopleSoft, Oracle, SAP and Microsoft. As an

Oracle Platinum Partner, Hexaware focuses on key domains such as Banking, Financial Services, Insurance,

Travel, Transportation, Manufacturing, Education, Retail, Life Sciences and Healthcare, Hexaware offers

Oracle enterprise solutions, and includes complete lifecycle support across the PeopleSoft & Oracle

E-Business Suite.

IBMSales Contact: SalesRoute 100 Somers, NY 10589 1.800.966.9875 www.ibm.com/solutions/oracle/us/en/

IBM stands out as a solutions partner for Oracle

customers, with unparalleled end-to-end capabilities. Oracle customers benefit from IBM’s

deep industry and business expertise and innovative hardware and software offering to

deliver optimal results. IBM Global Business Services leverages knowledge gained from

thousands of Oracle engagements including best practices and benchmarks to deliver

solutions faster, more efficiently and with lower risk. IBM’s acquisitions, InfoSphere Optim and Guardium,

Cognos, SPSS, Cast Iron, and Netezza enable comprehensive information management and analytics.

InatechSales Contact: Roopak N39465 Paseo Padre Parkway • Suite 2900 Fremont, CA 94538 [email protected] 925.249.3001 www.inatech.com

An Oracle Platinum Partner, CMMi Level 3 assessed and ISO 9001:2008 accredited, Inatech works

with companies to realize technology opportunities to support business growth through Enterprise

Business Solutions, Application Development Solutions, Managed Application Services and Infrastructure

Management Services. Inatech has won several Awards and Recognitions including UKOUG ‘Middleware

Partner of the Year’ , Oracle Partner Awards ‘Specialist Technology Partner of the Year’, Oracle Partner

Network ‘Technology Partner of the Year’ Runner Up , to name a few.

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Company Listings

interRel ConsultingSales Contact: Danielle White1000 Ballpark Way • Suite 304 Arlington, TX 76011 [email protected] 214.864.8586 www.interrel.com

Reigning winners of the Oracle EPM/BI Partner of the Year, interRel Consulting develops Oracle EPM and

Hyperion solutions. interRel provides implementation consulting, on-site & classroom training, web-based &

phone support, and infrastructure consulting to clients ranging from the Global 500 to mid-size companies.

Home to 3 Oracle ACE Directors, interRel has published several books on Hyperion under the “Look Smarter

Than You Are” series. Inc. Magazine recognized interRel in 2008, 2009 & 2010 as one of the fastest growing

companies.

InformaticaSales Contact: Sales100 Cardinal Way Redwood City, CA 94063 650.385.5000 • 888.635.0899 www.informatica.com

The Informatica Platform provides corporations with

a comprehensive, unified, open and economical approach to lower IT costs and gain

competitive advantage from their information assets held in the traditional enterprise and

in the internet cloud.

InsightSoftware.comSales Contact: Kathy Wells5613 DTC Parkway • Suite 570 Greenwood Village, CO 80111 [email protected] 303.872.6959 www.insightsoftware.com

Real-time information drives business decisions at every level. We know how easy it should be to get this

information, yet how difficult it often is. We’ve been there, and we knew there was a better way. So we

solved the problem. Get the information you need when you need it. Complete budgeting and forecasting

cycles almost effortlessly. Handle day-to-day operational inquiries easily. Resolve reconciliation issues fast.

And get started in under an hour. Really.

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Company ListingsIT ConvergenceSales Contact: Cecilia Aceti55 Broadway, 21st Floor New York, NY 10006 [email protected] 1.800.675.0032 Ext. 2363 www.itconvergence.com

IT Convergence is a primer, global provider of consulting, education, development, support and hosting

services for Oracle Database and the Oracle E-Business and Suites. Our cost-effective solutions improve

business performance through better use of technology. Our offices in the US, China, India and Latin

America give us the global reach to deliver senior technology, applications, and IT infrastructure expertise

where ever and whenever you need it. Since 1998, IT Convergence has successfully partnered with 600

companies in over 50 countries.

KBACE TechnologiesSales Contact: Jennifer Ardery6 Trafalgar Square Nashua, NH 03063 [email protected] 603-821-7000 www.kbace.com

KBACE Technologies Inc. is a global services company dedicated to providing complete services for

customers of Oracle applications and technologies. As an Oracle® Platinum Partner, KBACE is committed

to delivering quality results. With an unwavering commitment to success, KBACE enables clients to be

productive from day one by maintaining multiple lines of business dedicated to the Oracle® E-Business Suite:

Professional Services, SaaS Based HCM and Talent Management Suite, Education, Advanced Technology,

Analytics, and Support Services.

KofaxSales Contact: AP Automation Team15211 Laguna Canyon Road Irvine, CA 92618 [email protected] (949) 783-1333 www.kofax.com

Kofax plc (LSE: KFX) is the leading provider of document driven business process

automation solutions. For over 20 years, Kofax has provided award winning solutions that

streamline the flow of information throughout an organization by managing the capture, transformation and

exchange of business critical information in a more accurate, timely and cost effective manner. For more

information, visit www.kofax.com.

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Company Listings

NaviSiteSales Contact: Irina Jakovleva400 Minuteman Road Andover, MA 01810 [email protected] 978.682.8300 • 1.888.298.8222 www.navisite.com

NaviSite, a Time Warner Cable Company, is a premier provider of enterprise-class hosting, managed

application, messaging and cloud services. NaviSite delivers customized solutions through a global footprint

of state-of-the-art data centers to enterprises looking to outsource IT infrastructure and reduce capital and

operational costs. NaviSite is Oracle Certified Platinum Partner.

Leeyo SoftwareSales Contact: Jeff Jackson2350 Mission College Blvd., Ste 1100 Santa Clara, CA 95054 [email protected] 408.988.5800 • 877.500.6901 www.leeyotech.com

Leeyo Software, Inc. is the leader in revenue recognition automation. RevPro is the only “out-of-box” solution

for automation of EITF 08-1 and 09-3 currently in the market.

More4appsSales Contact: Sarah Conzemius11400 W. Olympic Blvd. • Suite 200 Los Angeles, CA 90064 [email protected] 310.445.8853 www.more4apps.com

More4Apps offers a broad range of Excel-based

products that enable you to process information into Oracle E-Business Suite with superior speed and

accuracy. Use the power of Excel to improve productivity, increase accuracy and reduce re-work; and

give managers the confidence that the reports they receive from Oracle EBS reflect current information.

More4Apps data loading Wizards are available for Oracle Financials, Project Accounting, HR, Assets,

Purchasing, Order Management, Manufacturing and Inventory.

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Company ListingsNoetixSales Contact: Sales5010 148th Ave NE • Suite 100 Redmond, WA 98052 [email protected] 425.372.2699 • 866.4NOETIX www.noetix.com

Noetix provides instant operational reporting and packaged analytics for Oracle Applications. Patented

metadata-driven software and lean architecture allow Noetix to offer the lowest cost BI solution to

acquire, implement, and maintain. More than 1,400 customers use Noetix everyday to rapidly gain business

intelligence insight into their organization.

O2Works LLCSales Contact: Mark Clark703 McKinney Avenue • Suite 304 Dallas, TX 75202 [email protected] 972.466.2260 www.o2works.com

O2Works LLC is an Oracle Partner and OAUG Star Partner Level 3 dedicated to all lifecycle phases of the

Oracle E-Business Suite. We have worked with nearly 200 organizations worldwide in fresh implementations,

upgrades, new module rollouts, location or country rollouts, and process improvements. Please visit our

website for more information.

OneNeck IT ServicesSales Contact: Jacqueline Cruz5301 N. Pima Road • Suite 100 Scottsdale, AZ 85250 [email protected] 480.315.3000 www.oneneck.com

OneNeck IT Services is a leading global provider of hosted application management, managed hosting,

cloud services and infrastructure services for mid-size organizations. OneNeck supports a variety of

enterprise applications, including ERP systems such as Oracle and JD Edwards. Our comprehensive portfolio

offering includes application, database and network management, data center management, disaster

recovery, virtual machine management, managed backup and storage and 24/7 customer support. OneNeck

provides services to users worldwide and has been profitable every quarter since inception in 1997.

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Company Listings

Project PartnersSales Contact: Michael Zwain520 Purissima Street Half Moon Bay, CA 94019 [email protected] +1.650.712.6200 www.projectp.com

Project Partners, LLC offers consulting services and software products to project-driven firms and is a

single point solution provider for all requirements across Oracle® E-Business Suite™, Oracle Primavera™ and

Oracle Fusion™ applications. Our global team includes many of the experts who designed and delivered

the Oracle E-Business Suite Projects Applications. Our integrated products extend Oracle Projects™ and

Oracle Primavera solutions, and our management consulting services are provided by Project Management

Institute®-certified Project Management Professionals and Certified Public Accountants.

Perceptive SoftwareSales Contact: Drew Gresco22701 W. 68th Terrace Shawnee, KS 66226 913.422.7525 • 800.941.7460 [email protected] www.perceptivesoftware.com

Perceptive Software creates enterprise content management (ECM) software products that integrate

easily with Oracle, JD Edwards and PeopleSoft applications to fuel efficiency. With Perceptive Software

technology, including ImageNow document management, document imaging and workflow, you can

capture, process and collaborate on important documents and content, protect data integrity throughout its

lifecycle and access precise content in the context of your everyday business processes.

OpAnalytixSales Contact: Al Kannan2135 CityGate Ln • Suite 300 Naperville, IL 60563 [email protected] 630.781.2822 • 877.672.6589 www.opanalytix.com

OpAnalytix provides Operational Analytics for E-Business Suite, comprising EPM Dashboards, Cross

Functional and Operational Reports Dashboards, 100s of Subject Areas for Ad Hoc analysis, powered by

Enterprise Data Warehouse and presented using the robust OBIEE platform.

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Company ListingsReadSoftSales Contact: Sales3838 N. Causeway Blvd Lakeway III, Suite 2400 Metairie, LA 70002 [email protected] 504.841.0100 www.readsoft.com

Companies around the globe trust ReadSoft to automate their financial document

processes. ReadSoft’s Oracle – certified accounts payable solution has helped over 6,500 organizations

monitor processes, gain real-time visibility into financial transactions, provide early notification of errors,

decrease costs, and shorten total processing time. Optimizing procure-to-pay while maximizing companies’

investments in Oracle E-Business Suite are what have made ReadSoft become the global technology leader,

with operations in 16 countries and partners in an additional 70. To learn more visit www.readsoft.com.

Red River SolutionsSales Contact: Michael Stewart14800 Quorum Drive • Suite 325 Dallas, TX 75254 [email protected] 972.715.6103 www.redriversolutions.com

Red River Solutions success in the marketplace revolves around establishing long term relationships with

our clients and becoming their trusted advisor. We work with our customers to solve business challenges

through technology solutions. We work hard to understand our customer’s goals and objectives so we can

deliver solutions that meet these goals and objectives. Red River Solutions commitment to excellence and

ability to execute gives us a competitive advantage in the markets we service.

Rimini StreetSales Contact: Kelli Gowin7251 W Lake Mead Blvd. • Suite 300 Las Vegas, NV 89128 [email protected] 702.839.9671 • 888.870.9692 www.riministreet.com

Rimini Street is the leading third-party provider of enterprise software support services that enables

Oracle and SAP licensees to save at least 50 percent in annual support fees and up to 90 percent in total

cost of maintenance. Clients can remain on their current software release without any required upgrades

or migrations for at least ten years. Hundreds of global, Fortune 500, midmarket, and public sector

organizations from all industries have selected Rimini Street as their trusted, independent support provider.

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Company Listings

Solution BeaconSales Contact: Jan Weiss14419 Greenwood Ave. N. #332 Seattle, WA 98133 [email protected] 206.366.6606 • 888.603.9243 www.solutionbeacon.com

Since 2001, Solution Beacon has been helping companies solve problems by providing solutions that

maximize business potential. With technical and functional expertise spanning the entire EBS footprint,

Solution Beacon helps companies utilize Oracle systems. We are R12 experts; recognized for knowledge

sharing with OAUG presentations and our public vision instance helping Oracle users to enhance their

understanding of Oracle. As a midsized international consulting firm with Big 4 expertise, we are proud of

our reputation and dedication to customer satisfaction.

Solix TechnologiesSales Contact: Akshay Kumar4500 Great America Parkway • Suite 120 Santa Clara, CA 95054 [email protected] 408.654.6400 • +1.888.GO.SOLIX (1.888.467.6549) www.solix.com

Solix Technologies, Inc., a leading provider of Enterprise Data Management solutions, helps

businesses to improve application performance, reduce storage costs, meet compliance

and data privacy requirements by achieving Information Lifecycle Management goals, Data Governance

strategies, and efficiently transition to Cloud infrastructure. Solix EDMS platform helps organizations

implement Database Archiving, Test Data Management, Data Masking and Application Retirement across

enterprise data. Solix ExAPPS is a purpose-built appliance with an integrated set of server, storage and

software components for Application Retirement.

SmartDog ServicesSales Contact: Scott Elequin7004 Bee Cave Road • Bldg 3, Suite 100 Austin, TX 78746 [email protected] 512.279.2528 www.smartdogservices.com

SmartDog Services is known in the marketplace as the “Oracle Customer’s Best Friend.” From full-scale

implementations to ongoing support, companies benefit from our comprehensive diagnostics which enable

our experts to proactively implement improvements in the software. In addition, our Solutions Catalog

makes it easy to turn on enhanced features. Four time Oracle TOLA Partner of the Year, and recipient of the

OAUG “User’s Choice and Best Visionary” awards in 2011, SmartDog Services is an Oracle Platinum Partner.

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Company ListingsTeradataSales Contact: Melonie Johns10000 Innovation Drive Dayton, OH 45342 [email protected] 866.548.8348 Teradata.com

Teradata is an Oracle Gold Partner focused on Oracle business intelligence and data integration and is a

leader in enterprise data warehousing. The combination of Oracle BI Suite EE Plus, Oracle BI applications,

Oracle Essbase, as well as Oracle GoldenGate and Oracle Data Integrator with Teradata helps companies

make better, faster decisions that drive growth.

TurnKey Solutions Corp.Sales Contact: Carnig Izmirian621 17th Street • Suite 1320 Denver, CO 80293 [email protected] 303.297.2363 Ext. 102 • 866.366.2369 Ext. 102 www.turnkeysolutions.com

TurnKey Solutions provides Enterprise-level, comprehensive functional testing products and services for

ERP, CRM and custom software application environments, i.e. Oracle EBS, PeopleSoft, Siebel, etc. Partnered

exclusively with HP, we cooperatively offer a wide range of automated and outsourced Quality Management

solutions, all designed to meet the diverse needs of clients and industries worldwide. Visit us at

www.turnkeysolutions.com

UnitaskSales Contact: Joe McGee1750 S. Telegraph • Suite 107 Bloomfield Hills, MI 48302 [email protected] 248.430.0255 • 866.UNITASK www.unitask.com

Unitask creates, sells and supports automation software products for the Oracle E-Business Suite. Customers

of the Oracle E-Business Suite around the world rely on Unitask products to eliminate implementation and

operational risk, improve the quality of the application and accelerate time-to-value. For more information,

please visit www.unitask.com.

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Company Listings

XTglobalSales Contact: Diane Gasparro18170 Dallas Parkway • Suite 201 Dallas, TX 75287 [email protected] 866.446.2910 www.xtglobal.com

Oracle eBusiness Applications Suite and Oracle remote DBA Services on a shared services model. Our

shared services model includes Break-fix, TAR Generation, Working with Oracle Development to fix

product bugs, Functional & Technical Support, Operations & End user Support, DBA Support, Change

Request Management, Release & Configuration Management. Our Promise: Immediate reduction of 30-

45% in support costs; Additional savings of 5-8 percent spread across the contract duration; Commitment

service levels with assured year-on-year improvements; Outcome-based SLA-driven model for accelerating

productivity.

Zebra TechnologiesSales Contact: Dean Jackson333 Corporate Woods Parkway Vernon Hills, IL 60061 [email protected] 1-800-423-0442 www.zebra.com/oracle

Zebra Technologies provides the broadest range of innovative technology

solutions to identify, track, manage, and optimize the deployment of critical assets

for improved business efficiency. With innovative and reliable printing and location

solutions, Zebra helps its customers to put the right asset in the right place at the

right time.

VertexSales Contact: Dave Homiak1041 Old Cassatt Road Berwyn, PA 19312 [email protected] 800.355.3500 www.vertexinc.com

Vertex provides a comprehensive suite of software and services backed by more than

30 years experience. Our innovative solutions help companies worldwide streamline tax

management in every majoy line of business tax including income tax, transaction tax, and

payroll tax.

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Company Listings •••

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2011 – 2012 EVENTS

connectionpoint.oaug.org

For more information,contact James [email protected]

These focused, two-day conferences are high-impact forums for collaboration,education and networking with executives in your geographic region.

• OAUG Connection Point® — EPM/BI November 15-16, 2011 Omni CNN Center • Atlanta, Georgia, USA Presented by OAUG, Atlanta OAUG, OAUG Hyperion SIG and OAUG BI SIG

• OAUG Connection Point® — Dubai March 14-15, 2012 JW Marriott • Dubai, UAE Presented by OAUG and the OAUG Middle East

Next in the Connection Point series:

3525 Piedmont RoadBuilding Five, Suite 300

Atlanta, GA 30305p: +1 404.240.0897f: +1 404.240.0998

e-mail: [email protected]

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