an introduction to functional setup manager - oracle · functional setup manager provides an...

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An Introduction to Functional Setup Manager


Agenda

Introduction

Functional Overview

Key Roles and Responsibilities

Product Demo

Q&A


Introduction


Functional Setup Manager

provides an integrated, end-to-

end applications functional

administration process

Plan

Implement Maintain

Deploy

Configure


Single Source for Apps Setup

Consolidated Setup Task List

Configurable & Extensible

Setup Data Export & Import

Comprehensive Reporting

Easy Navigation to Setup UIs

Benefits


Functional Overview


Single, intuitive interface for all

functional setup

Standardized Setup Experience


Selection of optional functions

to customize implementation

Functional hierarchy enables

progressive decision making

Configurable to Business Needs


Auto generated task list shows

all setup task including pre-

requisites

Built in task dependencies

Complete Transparency of Setup Requirements


Faster

Applications

Administration

Benefits

Functional module based adopt-

as-you-go setup

Best-practice task list is filtered by

required tasks for faster setup

Best fit for…

Low customization needs w/

preference for preset best-practice

Functional administrator set up

what is needed when is needed

Fast

Implementation

Projects

Task hierarchy shows end-to-end

setup requirements

Best-practice task list is highly

customizable

Enterprises w/ complex business

processes requiring custom setup

Implementation is managed as

projects at the enterprise level

Managing setup your way


Modular, function based administration enables adopt-

as-you-go approach

Application Administration

Best-practice task list is highly customizable to address

exception cases

Implementation Project

Managing setup your way



Project based, enterprise level implementation approach

Project managers oversee implementation; functional users perform setup

Task hierarchy shows end-to-end setup needed for the project

Best-practices task list is highly customizable for right fit to implementation needs

Better suited for larger enterprises with complex business processes

Applications Administration

Applications functionality based adopt-as-you-go approach

Functional administrators set up what is needed when is needed

Direct access to setup tasks by functional areas

Best-practices task list is filtered by minimum requirements for faster setup

Ideal for SaaS customers looking for simpler setup with low customization needs


Easier Navigation

Users manage setup data

directly from the task lists

making navigation to user

interfaces much simpler


One-click export and import enable consistent, expeditious setup

migration between instances

Simplified Setup Data Migration


Facilitates verification and

documentation of setup data

Setup Data Reports


Ad-hoc searching to perform setup for one-off cases

Search and Execute


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Key Roles and Responsibilities


Application Implementation Manager

Responsibility: Manages overall implementation of a Fusion application

Know offerings Configure Generate list of

setup tasks Monitor progress

Implement Plan


Functional Owners

Responsibility: Subject matter experts who set up their functional areas

Collect data Enter setup data Test Verify after

export/import

Implement Deploy


Application Implementation Consultant

Responsibility: Sole contact who fulfills all phases of implementation primarily in a

smaller project

Know offerings Configure

Generate setup tasks Monitor progress

Collect data Enter setup data

Test

Identify setup to be deployed

Export/import Verify

Plan Implement Deploy


Product Demo


Plan: Know the Offerings

Review prepackaged reports for effective planning

• Research requirements

• Analyze functional and technical impact

Getting Started: Learn about all offerings from

a single source through self service


• Make Fusion applications to fit your

requirements just right through simple

selection of offerings and options

• Choose features for finer matching to your

business processes

Plan: Configure to Fit Configure Offerings


Plan: Generate Setup Tasks

• Auto-generate setup tasks by creating

implementation project

• Get complete visibility to implementation

requirements from guided list of tasks

• Add/remove tasks from the list to configure

for exception cases



• Find all your assigned tasks in a single list

• Self-service setup: enter data directly from

the list

• Share documents and related information

via Notes to collaborate

Implement: Enter Setup Data

Assigned Implementation Tasks


• Applications functionality based adopt-as-

you-go

• Self-service setup: enter data directly from

the list

• Direct access to setup tasks by functional

areas


Application Administration


• Search for an task

• Launch the application for the task using

the Go to Task icon

• Create or update the setup data

All Task Tab



Deploy: Export and Import Setup

• Identify setup data to be deployed by

choosing an implementation project

• Reuse setup from test instance in

production instance using export/import

• Rapid start implementation by creating

templates of setup configuration

Configuration Package


Deploy: Export and Import Setup

• Create an implementation project that contains

all of the setup tasks

• Create a configuration package using the

implementation project

• Export the setup data from the source

application

• Move the setup data to the target application

• Import the setup data into the target application

• Verify the data is imported.

Steps


Deploy: Know Your Setup

• Have complete visibility to setup data

• Review report to verify data

• View online or download

Setup Data Report

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