Download - Project Financial Planning
Project Financial Planning
Ian Boyling, ERP Director and Lead
Consultant
Prōject (EU) Ltd
Agenda
• Background to Prōject
• Oracle E-Business Suite Implementation Project
Why Implement?
Project Scope and Footprint
Project Delivery
Timescales
Approach and Methodology – Oracle Business Accelerators
Challenges and Lessons Learnt
Conclusions
• Oracle Accelerate Solutions – Prōpel
Introduction to Prōject
• Formerly Projected Consulting
• Background and history in Oracle Projects
• Worlds first specialised partner for Projects
• Financial Management Specialists
• Only Oracle Gold partner in EMEA to have
achieved the OBIEE and BI Apps
specialism
• Prōject were a UKOUG “Partner of the
Year” award winner for Oracle E-Business
Suite, Projects and Business Intelligence
and Public Sector 2012
• Propel - Oracle Accelerate Solutions
• OBA Accredited
• Director of ERP at Prōject
• Oracle Financials and Projects Consultant
• Over 15 years global implementation/upgrade experience
• Cross Industry Experience
• Industry Specialism's including Professional Services
• Oracle Certified Professional for 12 years
• Financial Management and Projects (one of the first globally)
Implementation Specialist
• UKOUG Financials SIG Deputy Chair
• OBA Accredited
Introduction to Ian Boyling
Oracle E-Business Suite Implementation
Why Implement?
• Replace existing systems including Sage 2000
• No upgrade needed – Green Field Implementation
• Leverage use of new applications
• ROI against old systems
• Process Efficiency
• Professional Services Model
Oracle E-Business Suite Implementation
Project Scope
• New Applications and features to facilitate business
processes
• Adopt Professional Services model
• Phase 1 – BAU Go-Live and data migration
• Phase 2 – Full Resource Management and Project
Management
• Phase 3 – Project Analytics
Oracle E-Business Suite Implementation
Application Footprint
• Financials (GL, AP, AR, FA, CE, Internet Expenses)
• Purchasing
• HR
• OTL
• Projects (Costing, Billing, Project Management and
Project Resource Management)
• Business Intelligence - Project Analytics
Oracle E-Business Suite Implementation
Project Delivery - Prōject Propel
• Professional Services Accelerate Solution
• Oracle Business Accelerators (OBA’s)
• Internal Requirements Gathering
• Scope and Design (CoA etc)
http://www.project.eu.com/propel
Oracle E-Business Suite Implementation
Project Delivery Cont - Project Planning and Strategy:
Project Management (Plans, Dashboards, Logs etc)
Environment Planning
Data Migration Strategy
Resource Planning
Development Planning
Cut Over and Transition Strategy
Oracle E-Business Suite Implementation
Project Delivery Cont – Timescales
• Request OBA Project Work Space
Oracle E-Business Suite Implementation
Project Delivery Cont – Approach and Methodology
• Prōject Project Management Methodology
Typical Full Lifecycle Implementation Approach
Oracle E-Business Suite Implementation
Approach and Methodology Cont – OBA
• OBA Data Preparation
• OBA Questionnaire Response
Oracle E-Business Suite Implementation
Challenges and Lessons Learn
• Resourcing
• Business as usual during project was difficult
• Being OBA Smart (benefit from having done it before)
• Prep up front
• Can never be enough testing
• Critical training
• Business Buy-in
Oracle E-Business Suite Implementation
Conclusions and reflection
• Achieved what we set out to do
• OBA delivers fast results and was worth adopting
• Increased scope due to benefits of OBA
• Resourcing was a challenge
• Planning is key
• Process redesign opportunities and efficiencies
And........
Oracle E-Business Suite Implementation
Conclusions and reflection
• Consultants were in their element
Oracle E-Business Suite Implementation
Oracle Accelerate Solutions
Oracle E-Business Suite Applications
Oracle Business Intelligence Applications
Targeted Rapid Efficient
Key Benefits of Prōpel
• Low risk
• Affordable fixed cost
• Driven improvement
• Fast time to value
• Long range benefits
• Lower opportunity costs
• Future proof infrastructure
• Earlier process automation
• IT evolution rather than rip-and-
replace
• Phased roll-out
• Pick and choose from an
extended portfolio of modules
• Hosted and Managed solution
• Flexible Financing
Useful Links
Prōject Web Site Prōject Prōpel
Prōject OPN Profile Prōject OBA Podcast
Oracle Projects Specialism
Oracle Financial Management Specialism
EBS Blogs from Prōject
Oracle E-Business Suite Training Courses and Events from Prōject
Oracle Projects Training from Prōject
Oracle Business Accelerators