You are on page 1of 48

A d d r e s s S e r v i c e R e q u e s t e d

O A U G
3 5 2 5 P i e d m o n t R o a d
B u i l d i n g F i v e , S u i t e 3 0 0
A t l a n t a , G A 3 0 3 0 5
THE OFFICIAL PUBLICATION OF THE ORACLE APPLICATIONS USERS GROUP
An Oracle
Business Intelligence
(OBIEE) Case Study
Oracle Payables Setup
and Usage: Tips to Build
Department Efficiencies
Without Customizations
Top 10 Ways to Make
the Most of Your OAUG
Membership
WINTER 2009
T A B L E O F C O N T E N T S
OAUG L E ADE RS HI P
WINTER 2009
F E ATURE S
OAUG GE OS & S I GS
30 Geo Update
31 Geo Spotlight: Florida Oracle
Users Group (FLOAUG)
32 SIG Update
10
14
GL OB AL US E RS
38 New and Returning Members
40 OAUG Member Snapshot:
Mohammed Thameem Rizvon
OR ACL E DI RE CTI ONS
42 Powered by Social Networks:
Oracle’s Social CRM Products are
Helping Enterprises Make Deep
Customer Connections
GL OB AL S OL UTI ONS
19 Top 10 Ways to Make the Most
of Your OAUG Membership
Why join the Oracle Applications Users Group? These ten
reasons sum up the opportunities to get involved and benefit
from the OAUG’s mission to educate, network and influence.
20 Oracle Payables Setup and Usage: Tips to Build
Department Efficiencies Without Customizations
Benefit from the numerous features one company has
implemented in Oracle Payables to improve accuracy and
efficiency within their accounting department. All features covered
are standard Payables functionality. – by Anne Marie George
24 OAUG 20th Anniversary Timeline
Join the OAUG to celebrate 20 years in 2010! We’ll
be marking this tremendous milestone with activities
throughout the year. Be a part of history and help us
begin to write the story for the next 20 years.
oaug. org 1
2 OAUG2009 Star Partners
4 OAUG2009 Board of Directors
6 President’s Perspective
8 OAUG Viewpoint
10 An Iconic Approach to Information Lifecycle Management
When IKON Office Solutions migrated to a new Oracle E-Business Suite, they achieved
a six-month return on their Information Lifecycle Management (ILM) investment. Learn
how using effective life cycle management of their application data lowered storage and
database costs, improved performance and ensured confidentiality. – by Anil Roy
14 An Oracle Business Intelligence (OBIEE) Case Study
A discussion of the pros and cons of modifying an out-of-the-box Business
Intelligence (BI) solution vs. building your own system, the final decision that
was made and how it was implemented. – by Janet Heubner
OAUG CONF E RE NCE S
26 OAUG Fortifies User-Focused Programming
at Oracle OpenWorld 2009
27 OAUG Recognizes Oracle Employees
for Outstanding Service
O A U G L E A D E R S H I P 2
oaug star partners
(((((
FIVE-STAR PARTNERS
FOUR-STAR PARTNERS
((((
The OAUG Star Partner program gives Associate members a bundled
approach to active, integrated participation in the OAUG community.
The program combines membership, advertising and conference
benefits into a value-priced package that delivers recognition, premium
advertising opportunities and outstanding conference visibility.
For more information on the OAUG Star Partner Program,
please contact Denise Quashie, OAUG director of strategic
relations, at +1 404.760.8159, or via e-mail at
dquashie@oaug.com.
(list updated as of press time)
oaug star partners
O A U G L E A D E R S H I P 2
THREE-STAR PARTNERS
TWO-STAR DEMO PARTNERS
Global Analytics Optimum Solutions
KBACE Technologies Project Partners, LLC
TWO-STAR PARTNERS
Appssurance
C3 Business Solutions
Chain-Sys Corporation
Data Intensity
Hexaware Technologies
Ideametrics, LLC
Innowave Technology
Jaros Technologies Corp.
Loftware
(((
The OAUG Star Partners
are a vital force in supporting the OAUG's mission
of providing Oracle Applications users the tools
required to enhance their productivity, maximize
their investment, and influence the quality,
usability, and support of Oracle Applications.
Participants in the OAUG Star Partner
Program represent some of the most
experienced and most successful
providers of services and solutions
to the Oracle users community.
RISING-STAR PARTNERS
Accelatis, LLC
Finit Solutions
FulcrumWay
TWO-STAR ,30;, PARTNERS
((
Mercury Technology Group
Motion International
OneNeck
Ponder Pro Serve
Sierra Atlantic, Inc.
Solix Technologies, Inc.
System Efficiency
UC4 Software, Inc.
Unibar, Inc.
Inatech Solutions Ltd.
A Calsoft Company
oAppsNET
Vortex Consulting, Inc.
3 oaug. org
4 O A U G L E A D E R S H I P
oaug board of directors
2009 Oracle Applications Users Group (OAUG) Board of Directors. First row: Karen Brownfield;
Anne Ristau; Mark Clark; Betsy Rothwell; Jan Wagner. Second row: Carol Conine; Patricia Dues;
Joseph Imbimbo. Third row: Ray Payne; David Ferguson; Patrick Gresham; John Bushell; Tony
Trommello.
Ray Payne, OAUG President
The Johns Hopkins University
Applied Physics Laboratory
John Bushell,
OAUG Executive Vice President
JT&M Bushell
Mark Clark,
OAUG Vice President
O2Works
Betsy Rothwell, OAUG Treasurer
Ontario Ministry of Government
Services
Karen Brownfield,
OAUG Secretary
Solution Beacon, LLC
Jan Wagner,
Immediate Past
President
NATO
Steven R. Hughes,
Executive Director
Oracle Applications
Users Group
Carol Conine
Carnival Corporation
& PLC
Patricia Dues
City of Las Vegas
David Ferguson
Diebold, Inc.
Patrick Gresham
Chick-fil-A
Joe Imbimbo
Carnegie Mellon
University
Anne Ristau
FMT Systems
Tony Trommello
Burlington Coat Factory
A Publication of the
Oracle Applications Users Group
3525 Piedmont Road, Building Five,
Suite 300, Atlanta, GA 30305
phone: +1 404.240.0897, fax: +1 404.240.0998
e-mail: membership@oaug.com, oaug.org
Steven R. Hughes, Executive Director
Cindy Force, Communications Manager
O’Neill Communications, Graphic Design
To contribute to OAUG Insight, send letters to the
editor, or obtain advertising information, contact:
Cindy Force, Managing Editor
3525 Piedmont Road, Building Five,
Suite 300, Atlanta, GA 30305
cforce@oaug.com
Photographs appearing throughout OAUG Insight
courtesy of Meeting Expectations.
OAUG Insight is designed to provide members of the
Oracle Applications Users Group with organizational
and other information. The opinions and viewpoints
published herein are not necessarily those of OAUG.
OAUG, its article writers, directors, officers, employees,
agents, and members and Oracle Corp. make no
warranty for the accuracy, veracity, or completeness
of any information herein, nor do they have any
responsibility or liability for any losses or damages
incurred as a result of reliance on any information
provided herein or from the use of any program or
program segment discussed herein. OAUG assumes
no responsibility for any errors that may appear
herein. The information published herein is subject
to change without notice. Acceptance of advertising
is for the benefit and information of the membership
but does not constitute official endorsement of the
product or service by OAUG.
Copyright © Oracle Applications Users Group 2009.
All rights reserved. OAUG is a registered trademark
of the Oracle Applications Users Group. Oracle
and Oracle Applications are trademarks of Oracle
Corporation, Redwood Shores, Calif. Any other
trademark cited herein is the property of its owner.
No part of this publication may be reprinted or
reproduced without the prior written consent of OAUG.
Recruiting Policy: Contact information (on OAUG’s
Web site or elsewhere) is provided to OAUG members
for the sole and express purpose of enhancing
members’ ability to network with other members.
Unauthorized copying or redistribution of this
information or use of company or contact names
for recruiting or direct marketing purposes is strictly
prohibited and could result in suspension of OAUG
membership. This restriction applies to information in
the Online Membership Database, lists of volunteer
coordinators, lists of attendees at OAUG conferences,
and any other member contact data. Recruiting in any
form during conferences is strictly prohibited.
oaug. org
president’s perspective
a
Another year has gone by
quickly. Yet, although it has
been a year full of challenges
and uncertainties, the Oracle
Applications Users Group
(OAUG) has provided even
more ways to gain value from
membership in the OAUG.
Some of the many OAUG accomplishments
in 2009 include:
O Early in 2009, the OAUG Middle East Oracle
Applications Users Group was launched at the first
OAUG Connection Point® – Dubai conference.
This new group in the Middle East brings an
energy and dedication to help Oracle users connect
with each other and
with Oracle. Plans
are already underway
for the 2010 OAUG
Connection Point® –
Dubai, March 17-18.
O Although facing challenges posed by economic
turmoil and the last-minute swine flu scare, the
COLLABORATE 09 – OAUG Forum was
again a tremendous success. While attendance
was down slightly from past years, participants
reported that their learning and networking
experiences were of the highest quality and value.
O New in 2009, more than 150 hours of recorded
content and accompanying materials from the
COLLABORATE 09 – OAUG Forum are
available. Whether you were unable to attend
COLLABORATE 09, or did attend and
just want to share your favorite presentation
with a colleague, recorded sessions represent
inexpensive and convenient learning options.
O Oracle waived Extended Support fees for a
number of its major product lines through 2010
and 2011. This move by Oracle was largely
the result of the OAUG Customer Support
Council’s close, ongoing relationship with
and strong advocacy to Oracle Support.
O The new OAUG Job Board provides
hiring organizations a fast, efficient and
inexpensive way to find Oracle talent and
provides job seekers an invaluable resource
for searching and applying for jobs.
O The OAUG’s geographic (Geo) and special
interest group (SIG) grassroots communities
hosted more than 350 meetings or conference
calls in 2009 to facilitate education,
networking and interaction with Oracle.
Perspective on 2009
O A U G L E A D E R S H I P 6
Ray Payne
OAUG Presi dent
rpayne@oaug. com
To access the OAUG’s various resources, visit the
OAUG Web site at oaug.org. If you have suggestions about
additional resources the OAUG might add to its portfolio of
member benefits, please contact me at rpayne@oaug.com.
Looking ahead to 2010, let’s not forget that the OAUG will
reach a significant milestone – its 20th anniversary! We will be
celebrating this tremendous accomplishment all year long, and
the highlight of our celebration will be at COLLABORATE 10:
Technology and Applications Forum for the Oracle Community,
April 18-22, 2010, in Las Vegas, Nev. Plan to join us there
to celebrate, look back, look forward, network and learn.
Regards,
Ray Payne
O The OAUG, in partnership with IT Convergence, now
offers an extensive curriculum of Oracle Applications
Workshops to deliver expert-led training along with
business perspective, problem-solving techniques,
hands-on exercises, real-life examples, and best
practices adaptation of Oracle Applications.
O With a focus on the products and services that can improve
performance in an Oracle environment, the 2010 OAUG
Buyer’s Guide made its debut. More than just a list of
vendors, the 2010 OAUG Buyer’s Guide is chock full of
how-to guides, case studies, top-ten lists and more.
O The OAUG Fusion Council keeps OAUG
members apprised of the status of Oracle Fusion
Applications and provides ongoing eLearning
sessions to outline steps users can implement today
to prepare for Oracle’s Fusion Architecture.
O Technologies and tools evolve quickly, and the OAUG
Knowledge Factory™ is no exception. Still the ultimate,
collaborative knowledge sharing resource for Oracle
Applications users, the OAUG Knowledge Factory now
brings you even more robust features and content.
While not an exhaustive list of accomplishments, I must
say that in a year when so many factors posed obstacles, the
OAUG has a lot to show for its efforts. And, it is only through
the combined efforts of the OAUG’s volunteer leaders, board
members and staff that we have and will continue to be creative
and persistent in serving members needs and will remain strong
and prominent in the Oracle users community.
oaug. org

To | | F r e e : 8 8 8 . ê 0 3 . 9 2 1 3 · s a | e s ©s o | u l | o r o e a c o r . c o r
w w w . s o | u t | o n b e a c o n . c o m
x Ranked score of 1-100 on how we|| your 0rac|e ERP system
meets the needs of management and users
x |dent|fy areas for |mprovement affect|ng customer sat|sfact|on
x 0eterm|ne how to m|n|m|ze r|sk
x Estab||sh a game p|an to |mprove your score resu|t|ng |n
|ncreased prof|t and compet|t|ve advantage
Introducing Solution Beacon`s IT and
Business Improvement Scorecard
Introducing Solution Beacon`s IT and
Business Improvement Scorecard
+RZ
Contact us now. It`s fast. It`s Informative. It`s free.
GR
<28
+RZ
GR
<28
0HDVXUH8S" 0HDVXUH8S"
Takes just a few m|nutes:
7
i
It is with great pleasure that I
accept the position as the OAUG’s
executive director. As many of you
may remember, I previously served
in this position from 2002-2007.
During that time, we watched
the Oracle community grow
tremendously. Together, we reached
many OAUG milestones including
increased membership, additional
global contacts and strong levels of
interest in our annual conferences.
During the
past two years,
I have stayed
connected with
the Oracle users
community
and served as a part-time consultant to the OAUG.
The OAUG organization has always held a significant
place in my life, and I am excited to again be aligned
with the talented and dedicated leaders who have
built this organization to be what it is today.
Some of the great achievements I was most proud
to be a part of include: the strengthening of OAUG’s
relationship with Oracle; the development, execution
and continued growth of the annual COLLABORATE
conference; creating the Oracle Community Integration
Initiative to reach out to groups representing applications
users associated with companies acquired by Oracle;
launching the OAUG Web site as a forum to inform,
educate and connect members; and developing the Star
Partner Program to provide OAUG Associate member
organizations with an active way to participate in the
OAUG community. These accomplishments continue
to benefit the OAUG and its members, and we look
forward to adding new, successful initiatives to the mix.
As the OAUG prepares for another year
of successful programs, educational forums and
networking events, I look forward to working with
everyone to reach new milestones in serving and
delivering value to the Oracle users community. I
fully expect the OAUG will continue to expand its
global outreach while the Oracle community at large
continually grows in visibility and recognition.
It has been a privilege serving one of the software
industry’s most prominent users groups, and it is good
to be home again. I want to thank you all for your
continued support of the OAUG and your commitment
to ensuring its strong voice within the worldwide users
community.
Regards,
Steven R. Hughes
St even R. Hughes
OAUG Execut i ve Di rect or
shughes@oaug. com
It’s Good to be Home
oaug viewpoint
O A U G L E A D E R S H I P 8
oaug. org
Mark your calendars for COLLABORATE 10!
Three major users groups — the Independent Oracle Users Group (IOUG),
the Oracle Applications Users Group (OAUG) and Quest International Users Group
(Quest) — join forces to offer in-depth education and exclusive networking opportunities.
The COLLABORATE 10 — OAUG Forum allows you to design your educational
experience from over 400 user-led sessions for:
Oracle E-Business Suite PeopleSoft
Siebel Oracle Communications
MetaSolv Hyperion
…and the rest of the growing family of Oracle Applications!
Plus, almost all sessions and events presented by the three users groups are
available to you — nearly 1,000 in total! At this year’s conference, you can:
º Oo||aborate w|th a oommun|ty of users eager to share best praot|oes and exper|enoes.
º Advanoe, through aooess to three dynam|o user group oonferenoes |n one.
º D|soover teohno|ogy so|ut|ons and strateg|es from more than 250 |ead|ng lT exh|b|tors.
º Ga|n |ns|de |nformat|on from Orao|e |eaders and teohno|ogy v|s|onar|es.
º Enjoy h|gh-|mpaot network|ng events |n |as vegas, Nevada.
What better way to pos|t|on your organ|zat|on to se|ze opportun|ty |n 2010 and beyond?
Exhibitor & Sponsor Opportunities
Reach your target audience by partnering with OAUG.
v|s|t oaug.oo||aborate.oom/exh|b|tor|nfo for deta||s.
Register early for the best rates!
oaug.collaborate10.com
COLLABORATE 10:
Technology and Applications
Forum for the Oracle Community
April 18-22, 2010
Mandalay Bay Convention Center
Las Vegas, Nevada USA
It’s not often
that the people in IT
are referred to as
“heroes.” But that’s
exactly what happened
to our team at IKON
Office Solutions,
Inc., a Ricoh company
(IKON). As director
of Oracle operations
and support for this
leading document
management systems
and services provider, I
led a team that cracked
the conundrum of
spiralling data growth.
Migration to a new Oracle
E-Business Suite platform
further impacted data growth
rates, and when it became
clear that our total database
size could soon reach 80
terabytes, action needed to be
taken before the company’s
storage infrastructure was
overwhelmed. That action involved an innovative
application Information Lifecycle Management
(ILM) solution, which saved a total of 18.8 terabytes
of capacity, reduced the backup window by 25
percent and helped avoid future costs by eliminating
spending on additional capacity. It also led to a
return on the ILM investment in only six months.
To understand how the company achieved these
savings, it’s necessary to scroll back a couple of years.
IKON was facing a crisis similar to so many other
organizations: the need to combat the never-ending,
exponential growth in data throughout the data
life cycle. For us, data growth was emanating most
apparently from the migration to a new Oracle platform:
the Oracle Applications E-Business Suite 11.5.9.
Approximately every six months, each of the
geographic regions in which IKON operates was
being migrated to this latest version of the E-Business
Suite. When the program was completed, the
system provided up to 13,000 concurrent users with
access to the latest enterprise resource planning
10
By Anil Roy, Director
of Oracle Operations and
Support, IKON Office Solutions,
Inc., and Adam Wilson, Senior
Vice President and General
Manager, Information Lifecycle
Management, Informatica
Corporation.
O A U G F E A T U R E
oaug feature
IKON Office Solutions Achieves Six-Month
Return on ILM Investment Associated with
Oracle E-Business Suite Implementation.
oaug. org 11
oaug insight O winter 2009
(ERP) functionality, ranging from account payables,
receivables and advanced supply chain planning to
service contracts, order management and purchasing.
An increase in demand for the firm’s copiers, printers
and document management software and systems played
a part in this data growth, influencing the expansion
of transaction-intensive Oracle modules, such as order
management, field service and purchase order.
Another area also brought the problem of growing
data volumes into sharp relief: the creation of copies
of the Oracle production environment. For IKON,
comprehensive test data management, based on
representative real-world test data sets, is an essential
ingredient of effective development, testing, training and
deployment. However, despite the test copies demanding
significant storage capacity, only a small subset of the
data was typically necessary to complete these activities.
Data Growth Overwhelming the
Storage and Database Infrastructure
It was apparent to my colleagues and I that the
footprint for these transaction-intensive modules would
grow at up to two terabytes per year. Once copies of
the production databases were taken into account, the
total database size might soon reach 80 terabytes –
accelerated data growth that would quickly overwhelm
the company’s storage infrastructure. There would be a
serious impact on performance and user response times.
Moreover, the exponential data growth would increase
system maintenance, lead to higher infrastructure
costs and impact the backup and cloning times.
It was abundantly clear that these issues would
potentially affect our day-to-day, customer-facing
operations. Our capacity planning forecasts showed that
the Oracle transactions might rise as much as 10 times.
Because of this, call retention time – which is the time
our customers have to wait on the phone – might rise by
a considerable amount. Equally, we forecasted that order
entry time would rise from the preferred 15 seconds to as
much as one minute. We were, therefore, quite concerned
over how these changes would impact our customers.
We examined several alternative ILM solutions
to tackle the problem. In almost every area we looked
at as part of the evaluation process, Informatica scored
significantly higher. From functional capabilities,
like module coverage, impact on the batch window,
and the ability to handle changing archive policies,
to cost and ease of implementation, Informatica
displayed vision and breadth of knowledge.
Effectively Managing Key Phases of
the Application Data Life Cycle
IKON deployed Informatica Data Subset and
Informatica Data Archive to effectively manage the
various phases of the company’s application data life
cycle – from testing to archiving. Informatica Data Subset
is a flexible enterprise software solution that automates
the process of creating smaller, targeted databases from
large, complex data stores. With referentially intact,
“lean” copies of production data, IT organizations can
dramatically reduce the amount of time, effort and disk
space required to support non-production environments.
“The Informatica
application ILM solution enables
IKON to replicate user-selected
application data quickly and
easily from IKON’s production
systems into lean, non-production
systems such as development,
test and training environments.”
O A U G F E A T U R E 12
In deve-
lopment, testing
and training
environments,
IT teams use
Informatica
Data Subset to
quickly replicate and
refresh production data
with only the most relevant,
realistic, high-quality application data
instead of having to create a full system or database
copy. In divestiture or corporate reorganization
scenarios, IT organizations use Informatica Data
Subset to untangle complex transactional systems,
separating out only functionally related data.
Informatica Data Archive, meanwhile, is used
by IT organizations to cost-effectively manage the
explosion of data volumes in a wide variety of enterprise
business applications, especially the Oracle Applications
E-Business Suite. The software enables IT teams like
ours to easily and safely archive application data –
including master, reference and transactional data – and
then readily access it when needed. Using Data Archive,
IT organizations can identify and move inactive data to
another online database or to a secure, compressed file.
Application-specific business rules enable IT teams
to maintain data integrity after it has been archived. By
reducing the size of the production instance, Informatica
Data Archive makes backup, recovery and upgrades faster
and easier. It also improves application performance and
minimizes management and infrastructure upgrade costs.
A Total Saving of 14 Terabytes
Using Informatica Data Subset, our team is able
to replicate user-selected application data quickly and
easily from IKON’s production systems into lean,
non-production systems such as development, test and
training environments. This has enabled the company
to dramatically
reduce the
time and disk
space required
when compared
with creating
a full system/
database copy. Based
on a current production
database of seven terabytes, IKON
has downsized the copy using Informatica
Data Subset to 3.5 terabytes. The company has
four test instances (including development, test and
training), making a total saving of 14 terabytes.
Informatica is saving IKON significant dollars
over the lease term, enabling us to achieve a full
return on our investment in only six months. The
Data Subset solution reduces our costs by shrinking
the footprint of non-production environments; it
automates the creation of smaller databases; and
it helps avoid future costs by eliminating future
spending by IKON on additional capacity.
Moreover, it speeds delivery cycles by decreasing
our test and development cycle time and enabling more
cycles within existing timeframes. Instead of having to
hand-code individual business objects and processes
– which is expensive, resource intensive and time
consuming – Informatica also allows us to reuse data
objects for data selection and updating processes, which
further reduces our overall total cost of ownership.
Following this success, IKON has more recently
introduced Informatica Data Archive to identify
and move inactive Oracle data to another database
instance for longer retention. Retention policies for
the transaction-intensive Oracle E-Business Suite
modules have been agreed with the business users.
Then, we use Informatica Data Archive to archive
modules in the production instances with the largest
volume of transactional data created on a daily basis.
“Informatica is saving
IKON significant dollars over
the lease term, enabling us to
achieve a full return on our
investment in only six months.”

Anil Roy, director of Oracle
operations and support, IKON
Office Solutions, Inc.

Informatica Data Archive
Saves 4.8 TB of Capacity
Informatica Data Archive has transformed the size
of our production environment, lowering application
total cost of ownership, improving performance,
mitigating risk and ensuring regulatory compliance. For
example, the production environment is currently seven
terabytes, and the size of the history is 800 gigabytes.
We have six full-size instances, so the total space saved
using Informatica Data Archive is 4.8 terabytes.
Besides the cost savings and smaller database
size, other benefits abound. By reducing the
size of the production environment, the backup
window has been reduced from eight hours
to six hours — a 25 percent savings.
Dividing data into subsets has also helped the IT
team understand more clearly the value of regimented
cloning procedures. And database performance is
now well within the levels agreed with the business,
thereby ensuring customer response times and order
entry processes take place as quickly as they should.
The effective life cycle management of our
application data lowers storage and database costs,
improves performance and ensures confidentiality. Thanks
to Informatica, we’re an anonymous hero here in IT.
About the Authors
Anil Roy is Director of Oracle Operations and Support
for IKON Office Solutions Inc, a Ricoh company. Prior
to joining IKON, Roy held senior technology positions at
Infosys Technology, a Fortune 500 company, and served as
senior consultant for Singapore Airlines, Ministry of Finance
(Anguilla). He has also previously worked in high-tech
start-ups and has been recognized with numerous Oracle
Innovation awards for implementation of middleware
products. Contact Anil Roy at aroy@IKON.com.
Adam Wilson is the General Manager for Informatica’s
Information Lifecycle Management Business Unit. A
long time employee of the company, he has held numerous
development, product management, and marketing leadership
roles within the company. Before joining Informatica, Wilson
co-founded and served as COO of Zimba, a developer of
mobile applications that provided integrated, real-time access
to corporate, personal and business partner information.
Contact Adam Wilson at awilson@informatica.com.
oaug insight O winter 2009
O Significantly reduced costs, equivalent
to an ROI in only six months.
O Saved 14.TB of capacity using subsets
of data and 4.8 TB by archiving.
O Reduced backup window from up to eight
hours to six hours — a 25 percent savings.
O Helped avoid future costs by eliminating
spending on additional capacity.
O Ensured performance SLAs are met.
O Managed the various phases of the
company’s application data life cycle.
O Replicated user-selected application
data readily from production systems
into lean, non-production systems.
O Reduced the time and disk space
required when compared with creating
a full system/database copy.
O Accelerated delivery cycles by decreasing
test and development cycle time.
O Moved inactive Oracle data to an online
or off-line format for longer retention.
O Helped the IT team understand the value
of regimented cloning procedures.
13
oaug. org
14 O A U G F E A T U R E 14
oaug feature
An Oracle
Business
Intelligence
(OBIEE)
Case Study
allup released a new business
intelligence solution in 2008. This
article covers the selection of the
tool and the implementation approach.
The focus is on sharing lessons learned
that would be useful to others considering
an implementation. The major benefits of
the suggested approach include a quick
release, incremental addition of data and
the majority of report development done by
the users rather than the technical team.
By Janet Huebner, Oracle
Applications Developer, Gallup
Modify Out-of-the-Box or Build Your Own?
G
The objectives of this article are: 1) to pass
along knowledge gained during a successful business
intelligence implementation; 2) to provide an alternative
to purchasing a pre-built system or spending a lot for
consulting; 3) to initiate an exchange of ideas and make
contacts with others involved in similar initiatives.
Background
Gallup has been an Oracle Applications
user since 1996 when we went live with Oracle
Financials, Project Accounting, HR and Payroll
modules. Since then we have added Fixed Assets,
Cash Management and CRM, and are currently
implementing Project Management. We are now
running version 11.5.10.2 of those applications
with 40 operating units in 31 different countries.
In 2008, when we added CRM, we began
looking into business intelligence solutions. We
oaug insight O winter 2009
learned a lot during the process. This article aims
to share what we learned and explain the choices
we made. Every company has different needs and
different available resources, so what has worked for
us might not be right for everyone, but hopefully
something we learned can apply to every reader.
Oracle Business Intelligence Options
Daily Business Intelligence (DBI) was the first
option we investigated. The positives are that it is
relatively inexpensive and provides out-of-the-box
functionality. It comes with quite a few pre-built
dashboards and can be licensed independently for many
Oracle modules. It is built upon a set of materialized
views that are configured through the application.
The biggest drawback, however, is that the user
is not able to customize the data that is available for
reporting. The system only supports up to two user
selected currencies, which is not acceptable for Gallup’s
reporting because we operate in over 30 countries
around the world. Also, CRM sales information is only
available for prior periods, and the main functionality
we want out of CRM is the ability to report future
sales estimates. Although these shortcomings made
it a bad option for us long-term, its quick out-of-
the-box reports made it a good short-term solution
until we could implement a more robust system.
When we realized that DBI was not a good long-
term solution for us, we looked at Oracle Business
Intelligence Enterprise Edition (OBIEE) because we
were told that was the future direction of BI at Oracle.
However, OBIEE is an expensive product and we did
not have anyone in house that knew how to use it.
Initially we looked into using a companion product
called “Fusion.” The name is a bit confusing because
Oracle has several different things they refer to with that
name. In this case, Fusion refers to a pre-built OBIEE
repository that makes use of the same materialized
views used by DBI. It adds only a small cost to the base
OBIEE price. Initially, this seemed like a natural fit
because we had
already implemented
DBI and it provided
a fair percentage of
what we needed, and
because OBIEE is
extensible, we could
add those things
that were missing.
We began
looking into the
Fusion repository,
trying to determine how to add the missing pieces.
It is extremely complex and seemed that it would be
very hard to modify. To me, it really felt like “the long
way around.” We have some developers on our team
that have been working with the Oracle Applications
for many years. We know where to find the data we
want to report. Understanding and then modifying the
Fusion repository and the materialized views it uses
is at least an order of magnitude more difficult than a
simple direct extraction from the relational database
base tables. Also, it felt a bit like forcing a square peg
into a round hole. The data structures in the views did
not lend themselves to the OBIEE architecture. My
impression is that Oracle is trying to get some reuse out
of their DBI product. Had they built the views with
OBIEE in mind, the views would have been structured
much differently. Since we had just spent a lot of
money on the OBIEE product, we were reluctant to
settle for a ‘retrofit’ solution. We were new to BI and
wanted to start with a clean and maintainable solution.
Then, a new alternative was presented by Oracle
– Oracle BI Applications. They too are built on top
of OBIEE, but designed specifically for it. So, in that
way it was a big improvement, but the BI Apps have
their own downsides. First, they are very expensive, and
second the Project Accounting and CRM marketing
pieces were not yet ready. Since those were our
biggest needs, this was also not a good fit for us.
Daily Business Intelligence
(DBI) was the first option
we investigated. The
positives are that it is
relatively inexpensive
and provides out-of-
the-box functionality.


15 oaug. org
Buy and Modify vs. Build Example
So, the obvious question became, “Why
can’t we just build our own repository?” We
know the data and we know the way we
use the data. That idea met with a lot of
skepticism from consultants and even some of
our own user community. “Why wouldn’t you
use a readily available 80 percent solution?
Or, even a 50 percent solution?” Well, the
answer seemed simple to me: modifying something that
is very complex and changing 20 percent of it is much
harder than building something elegant and simple 100
percent from scratch. It’s funny how a statement like
that seems all but obvious to software architects but is
completely counter-intuitive to the user community. It’s
not an argument that can ever be won by either side.
Following is an example to illustrate the point:
Let’s use a simple fact “Revenue” and compare a pre-
built repository based on a data source which has revenue
in two currencies to a custom repository which uses a
‘convert to any currency’ approach. (See Figure 1.) With
approach A, each revenue number is pre-calculated in
a second currency,
however you are
limited to just the
two currencies.
With approach
B, a conversion
rate dimension
is linked to the
revenue fact by
date. A user prompt
selects the desired
currency, and a
logical field simply defines revenue as the amount
from the fact table multiplied by the conversion rate.
So, if you purchase a pre-built solution using
approach A and need to extend it to support additional
currencies, there would be a couple options. You
could either add additional currency columns and
pre-calculate them when loading data, or try to
incorporate a conversion rate table similar to the
custom approach. Adding columns would be difficult
because you actually have to modify the tables, ETL
and repository, and you would still have a fixed number
of currencies. Adding a conversion table would be
difficult because you would have to provide a new
logical field for every existing fact. The work already
done to calculate the second currency would be wasted.
Also, any pre-built reports and dashboards would have
to be updated to take advantage of your new fields.
By contrast, simply building from scratch
using approach B is far easier. The point here is
not that approach B is better than approach A, it
is that building a desired solution from scratch is
almost always easier than converting a solution that
doesn’t fit your requirements into one that does.
Our Choice
It became clear to me that the real benefit of
OBIEE is the tool itself, not any pre-built content.
OBIEE has a clever way of letting you define your
data sources then configure them into an easy to
understand presentation layer. If we could do that, I
knew our users could build all the reports they needed
as well as do the “one-off’” data mining tasks that are
currently performed by the technical team. If we could
pull that off, that’s where we would get the big win.
But, what about all the arguments in favor of the
“buy” approach? Did the long term benefits outweigh
the promised short term “quick wins?” The only
way to know for sure is to build it. So, we did.
O A U G F E A T U R E 16
So, the obvious question
became, “Why can’t
we just build our own
repository?” We know the
data and we know the
way we use the data.


Figure 1 – Approach Comparison
oaug insight O winter 2009
oaug. org 17
The Results
We implemented a Phase I of our custom
OBIEE solution, which contained the new CRM
data we needed to go live with that module, in three
months. Since then we have added GL, project
accounting, receivables and some HR data. The
design has proven to be very easy to extend.
Figure 2 shows the general iterative process used,
with steps one-four being performed by the technical
team, and steps five and six by the user reporting group.
Figure 3 (on the next page) shows the physical data
model, with the Phase I subset highlighted. From
there, additional facts and dimensions have been
added in an iterative manner. If you keep common
dimensions across all your facts (or at least as much
as possible), the growth process is much easier.
It is surprising how quickly available functionality
grows. Think of it like compound interest – each addition
adds more than the last one because there is already
more there for it to work with. For example, adding an
organization hierarchy to a model with 20 facts is just
as easy as adding it to a model with only two facts, but
much more valuable. Also, when you add new facts, you
get to use all existing dimensions with it for free – as
long as you keep common dimensions. I think that really
is the key concept to keep in mind when designing.
Over the past year and a half we have dedicated
only about one third of a full time developer to the task,
along with about one eighth of a full time DBA. The
installation and administration were absorbed by the
single Oracle Applications DBA that has supported
our system for several years. Best of all, we got the
big win we wanted – our users have formed a report
team and developed 100 percent of the reports and
dashboards currently in use. They know their data
best, as well as the story they’re trying to tell with it.
When the technical person is removed as a “middle
man” they thrive. Likewise, when technical people
build maintainable and expandable systems and are
removed from constant report update and user query
responsibilities, they too are able to do what they do best.
It Can’t Be That Simple
The complete schema for our OBIEE data source
is included as an appendix (pages 34-36). The schema
definition is a big piece of the technical work required
for a system like this. After that, you need to write some
kind of program or ETL to fill it with data and build a
repository to give the report builders access to the data.
Our simple star-schema data source is refreshed
twice daily with a pl/sql program that is scheduled
as a concurrent program. Since it is available as a
concurrent program, users can run it additional times
1. Build the Data Model.
2. Define Tables in Physical Layer
3. Define the Logical Layer
4. Define the Presentation Layer
5. Build Reports
6. Build Dashboards
Dim
Dim
Dim
Dim
Dim
Dim
DB
1.
2.
4. 3.
5.
6.
Fact
Fact
Figure 2 – Iterative Development Process
when needed. A complete data refresh, which includes
the current month or two of all facts and the entire set
of all dimensions, takes only about seven minutes.
I would guess that when most data savvy
programmers look at the attached schema, most will
think, “It’s so simple. That can’t be all there is. Why
is Oracle’s schema so complex, if this is all that’s really
needed?” Well, the answer is that we only have to build
for one customer
– ourselves. We
just need to make
it support the data
we use and the way
we use it. Oracle
has to provide a
solution that fits all
of their customers
– a MUCH more
difficult task.
I’m sure no other company out there can take the
attached schema and make it work “as is.” However,
I hope some can look at it, get the general idea, and
build one for their own system and the way they use it.
Conclusion
I don’t want to imply that building a custom
OBIEE reporting system was easy. It wasn’t. There
were quite a few “gotchas” that had to be figured out
along the way. But when compared to what it would
have taken to get to the same place by modifying
one of the Oracle pre-built solutions, I’m convinced
it was far easier, much cheaper and resulted in a
much more maintainable and expandable system.
Janet Huebner, an Oracle Applications Developer with
Gallup, has focused her technical career on large-scale
software systems and databases. Huebner has 24 years of
software engineering experience, including more than 12
years of experience with Oracle Applications, specializing in
Project Accounting, Financials and more recently Business
Intelligence. Her passion has always been finding elegant
solutions to difficult problems, defining success as being able
to provide a maintenance free extensible solution. She is
part of Gallup’s in-house Oracle Applications Team (OAT),
which has successfully upgraded several major releases and
provides technical support and enhancements for a variety
of application modules in use in 30 countries worldwide.
O A U G F E A T U R E 18
XXDW_GL_ACTUALS
XXDW_GL_COMPANIES
XXDW_GL_DIVISIONS
XXDW_GL_LINES
XXDW_EXPENDITURE_TYPES
XXDW_ORGANIZATIONS
XXDW_SALES_GROUPS
XXDW_EVENT_POLLING
XXDW_PLAYERS
XXDW_PARTNERS
XXDW_GL_BUDGETS
XXDW_REVENUE
XXDW_COSTS_DETAIL
XXDW_CONTRACTS
XXDW_VISIBILITY
XXDW_COST_TOP
XXDW_COSTS
XXDW_PROJECTS
XXDW_CLIENTS
XXDW_OPPORTUNITIES
XXDW_REV_PROJECTIONS
XXDW_LEADS
XXDW_RECEIVABLES
XXDW_PARTNER_GOALS
XXDW_CLIENT_OWNERS
XXDW_TIME
XXDW_CONV
XXDW_AS_OF
XXDW_SIG
xxdw_clients.party_id
= xxdw_projects.party_id
xxdw_organizations.organization_id
= xxdw_revenue.organization_id
PHASE 1
Figure 3 – Physical Data Model Diagram
I would guess that
when most data savvy
programmers look at the
attached schema, most will
think, “It’s so simple. That
can’t be all there is.”


oaug. org
19
Share the wealth. Your OAUG membership allows for
an unlimited number of contacts. Make sure everyone
on your team has created a membership profile and is
taking advantage of all the valuable education, networking
and advocacy opportunities the OAUG has to offer.
Equip your entire team with knowledge and skills.
Tap into a wealth of knowledge and experience via user-driven conferences, specialized boot
camps, convenient eLearning presentations, vendor awareness sessions, and more.
Attend a local Geo meeting in your area or SIG meeting. Come together to network with
other users and experts to discuss and share ideas covering many diverse topics. A list of Geo
and SIG groups and upcoming meetings can be found on the OAUG Web site.
Share knowledge. Submit a white paper and speak at one of our conferences. Join the conversations via the
OAUG Knowledge Factory™ to discuss and share what is going on in the world of Oracle Applications. Or,
share your expertise as a panelist at a Geo or SIG meeting. Whatever your interest, we have an outlet!
Volunteer. There are lots of great ways to get involved in the OAUG through different committees, task forces
and councils. We rely on volunteers to contribute their talents and make the OAUG what it is today!
Showcase your company’s products and build your brand. Associate Members can list their company in the OAUG
Buyer’s Guide – the industry’s comprehensive index of proven business tools, revolutionary approaches, emerging ideas
and expert-delivered services. Many sponsorship opportunities are available throughout the year! Whatever you choose,
it not only offers a great opportunity for exposure, but a way for company reps to network with industry professionals.
Put yourself in front of Oracle leadership. Have a great idea about an Application
enhancement, product development or usability? Let us know! With the support and
strength of the unified OAUG community, your voice will be heard by Oracle.
Get recognized. If you would like an opportunity to recognize your company or a client, here’s
an idea: submit a nomination for one of the OAUG’s yearly awards – Member of the Year and
Innovator of the Year. An award is always a great form of acknowledgement for a job well done!
Search for talent. Need to fill a position? Post a job on the OAUG Job Board to find great
talent that will fill your existing needs! It’s also simple for job seekers to post resumes.
Log in. The OAUG Web site is filled with great tools – tips and
techniques, insight from other users, shortcuts to success, how-to guides
and much more – take advantage of this 24/7 access to information.
oaug insight O winter 2009
global solutions
1
2
3
4
5
6
7
8
9
10
Top Ways to Make the Most of Your OAUG Membership
oaug.org
Questions? Contact OAUG
Membership Coordinator
Katie Truex at 404.760.2876
or ktruex@oaug.com.
Education . . . Networking . . . Influence
10
20
O A U G S O L U T I O N
global solutions

Sealing Devices is a privately
held family owned business that was
founded in 1963 in Lancaster, N.Y. Our
primary business is the manufacture and
distribution of gaskets, o-rings, shielding
and shielding materials with 2008 fiscal
year revenue of $50 million. Sealing
Devices implemented Oracle E-Business
Suite in 2002 and is currently using
Financials, Discrete Manufacturing,
TeleSales, CRM, Order Management,
Procurement and Planning modules.
Sealing Devices’ accounts payable
department consists of two full-time
employees who process more than
29,000 invoices annually. By using
the tips and features summarized
in this article, our accounts payable
department has been able to process
continually increasing additional
invoices with no additional headcount.
Over the course of seven years,
Sealing Devices has implemented
numerous features in Oracle Payables to
improve accuracy and efficiency within
the accounting department. This paper
will cover the features we have benefited
from the most. All features covered
are standard Payables functionality.
These tips are ranked by Sealing
Devices’ Payables Department users
according to the value, time saved and
amount of times used. The Manager
rating in parentheses are the ratings
that I gave each feature based on overall
value to the financial area, along with
ORACLE PAYABLES
SETUP & USAGE
Ann Marie George, Controller,
Sealing Devices Inc.
Sealing Devices’ accounts payable
department consists of two full-time
employees who process more than
29,000 invoices annually. By using
the tips and features summarized
in this article, our accounts payable
department has been able to process
continually increasing additional
invoices with no additional headcount.
Tips To Build
Department
Efficiencies without
Customizations
oaug. org
21
oaug insight O winter 2009
recognized savings coming from a
previous ERP system. You will notice
in many areas we have very different
values associated with each tip.
There is an invoice description
field on the invoice header and on
each invoice line. Filling in the
description on the invoice header
will default that information to each
invoice line. Any or all of the invoice
line descriptions may be overridden.
This information is best used for
audit tracking purposes, Discoverer
Reports lists, and for details on
short paid invoices for suppliers
to see on remittance advices.
This is used when matching an
invoice to a Purchase Order. It is a
quicker invoice entry method than
the normal Purchase Order match
in a couple of ways. This method
bypasses a screen that asks for line
or receipt specifics. It also marks
with a check box all line receipts
received, yet unmatched receipts. One
must only unmark any items that
are not included on that invoice.
The future dated period feature
allows users to enter future periods
for GL distributions. This allows
users to expense items in the proper
period as well as spread expenses
over multiple periods. Examples
where this feature is applied are:
O Attending a seminar in September
and the invoice is received in
May. Use the September GL
period on the line distribution.
O Annual software maintenance
invoiced in January is spread
over 12 months. Enter 12
lines, each with a separate GL
period to spread expense. This
matching concept is crucial in
proper Accrual Accounting.
The setup required to utilize
future dated period can be viewed on
the Accounting Tab in the Financial
Setup options. It is set up, however, in
General Ledger set of books option. A
reasonable setup could be to utilize 18
future periods, but may be more or less.
Distributions sets are established
in Payables Setup > Invoices. There
are two types of distribution sets: full
and skeleton. A full distribution set
assigns fixed percentages to specific
GL accounts. A skeleton distribution
set assigns specific GL accounts
but no pre-defined percentages.
The next step is to set up the
Supplier Pay Site to be linked to a
distribution set. Once that is established,
each and every invoice that is entered for
that supplier pay site will default to that
distribution set.
When using a full distribution set,
upon entering the invoice header and
saving, the General Ledger distribution
is automatically created, saving time
and keystrokes. When using a skeleton
distribution set, the General Ledger
accounts are automatically populated in
the distribution line, and all that needs to
be entered are the dollars for each line.
Electronic payments are an efficient
way to eliminate paper, cut handling
and postage costs, and assure that the
Supplier receives their payment.
Setup of supplier’s banking
information, linking that information to
the Supplier Pay Site and populating the
Supplier’s remittance e-mail address are
the key steps to starting this process.
Batch electronic payments are
generated and e-mails are automatically
sent out to Suppliers notifying them
of the remittance details. Basic
payment and banking information
are created in a file that is later sent
to our bank for prompt processing.
USER TIP 4
Use of
Distribution Sets
(Manager Ranking #10)
USER TIP 1
Invoice Description
and Line Description
(Manager Ranking #5)
USER TIP 3
Future Dated Periods
(Manager Ranking #1)
USER TIP 2
Quick Match
(Manager Ranking #7)
USER TIP 5
Electronic Payments
(Manager Ranking #9)
There are no paper checks to
print, fold, stuff and mail. There are no
postage costs. There are no checks lost
in the mail. There are fewer void and
reissue situations. All of these save time
and money.
The Invoice Distribution line
entry allows use tax to be recorded
properly. Whether paying or not
paying tax on an invoice, the liability
can be recorded without changing
the total invoice dollar amount.
This is not necessarily intended
Oracle functionality, yet it works for
our company. By adjusting use tax
through the Invoice Distribution line,
use tax is recorded and a strong audit
trail is created for the Tax Department
of proper Company liability.
For example, an invoice is received
for a $100 taxable supply item. There
is no tax billed on the invoice, but
there should be. When entering
the Invoice in Payables, record the
$100 on the invoice header screen.
On the Invoice Distribution line,
record $108 expense and a credit
of $8 charged to use tax liability.
This clearly records the expense
at cost of $108, records the liability
at $8 and remits the $100 invoiced
amount to the Supplier. This method
creates less confusion for the supplier
than adjusting the amount remitted.
This feature allows the Payables
user to enter invoices for periodic
expenses for which an invoice may
not be generated. Office rents, car
allowance and contract installment
payments usually fall into this category.
First, a recurring invoice template
is defined using the special calendar
feature described in User Tip 9. When
entering the recurring invoice template,
the total number of invoices to be
created over the life of that template
is defined. A full distribution set,
described in User Tip 4, is also used.
Once this information is entered
into the template, the user can create
new, unvalidated invoices. This
feature saves the need to manually
enter separate invoices for each
period of a recurring invoice.
To set up this function, enable
the Automatically Create Freight
Distribution Payables option. Then
enter a default freight account in the
Payables Options window. At invoice
data entry, this feature allows the
payables user to automatically create
a freight distribution based on the
freight amount being entered on the
special field on the header screen.
This feature saves keystrokes
during data entry and assures
consistent charging of freight charges
to one General Ledger account.
The Special Calendar feature is
created in Payables Setup > Calendar
> Special Calendar. These Special
Calendars can be created for use with
recurring invoices, withholding tax,
payment terms and key indicator reports.
Required for recurring invoices,
the frequency of the invoice creation
can be defined by the user. Standard
frequencies include monthly, weekly,
quarterly or annually, but the
capabilities exist to do even more.
This is a great feature for calculating
Suppliers’ terms that fall outside the
definition of normal Oracle Payment
Terms functionality. The “from” and
“to” date of the invoice and the “due”
date of the invoice are defined in this
template. This template is then linked
to a Payment Term definition, that is
in turn linked to the Supplier Pay Site
terms. For example, this can be used for
a supplier whose terms are one percent
10th and 25th, where invoices dated
from the first through the 15th are due
on the 25th, and invoices dated from the
O A U G S O L U T I O N 22
USER TIP 9
Use of
Special Calendar
(Manager Ranking #3)
USER TIP 6
Add Use Tax to Invoice
Distribution Line
(Manager Ranking #4)
USER TIP 7
Recurring Invoices
(Manager Ranking #8)
USER TIP 8
Automatically Create
Freight Distribution
(Manager Ranking #11)
oaug insight O winter 2009
oaug. org 23
16th through the end of the month are
due on the 10th of the following month.
The standard Oracle Payables
report, named Key Indicators Report,
summarizes activity in the Payables
application, based on user predefined
periods. Whether you want to
see activity by day, week, month,
biweekly or any other frequency, the
user defines this Special Calendar
used exclusively for this Report.
Special Calendar requires
continual maintenance in setting up
additional periods. Users can establish
how often this is maintained.
Internet Expenses module
enables employees to directly enter
their business expense on a report
and submit the report for approval.
Once approved, the line item expenses
are reviewed by Payables staff. The
report can then be automatically
imported into Payables invoices and
validated to be ready for payment.
By using Internet Expenses, the data
entry is moved up in the process to the
Employee incurring the expense. The
Payables department is not burdened
with this data entry. Another benefit is
that all steps of the process can be seen
and managed from within Oracle.
This is a feature that can be
turned on in the Setup > Payables
Options > Invoice tab.
Once turned on, new distribution
lines can be added to a paid payables
invoice. These new lines could be
used to correct General Ledger
distribution accounts and/or to
correct the General Ledger periods.
By allowing the change directly
on the invoice, there is no need for a
separate correcting Journal entry to be
done in the General Ledger application.
This saves time and keystrokes.
More importantly, it creates a good
audit trail of changes made in Oracle
that relate to a specific invoice.
A prepayment is a type of invoice
that allows you to make an advance
payment to a supplier. The payment of
a lease deposit would be an example.
Later you would apply the prepayment
to the invoice to offset the amount paid.
All types of distributions can
be entered on a prepayment, either
manually or automatically, by purchase
order matching. Discounts can also
be taken on a prepayment. When
entering a Standard invoice, Oracle
notifies you if you have an available
prepayment for the same supplier.
When applying a prepayment,
Oracle creates a negative amount
prepayment distribution type
on the invoice and reduces the
available prepayment amount.
Conclusion
These are just some of the
efficiencies to be gained by using
Oracle Payables features.
Anne Marie George, a lifelong
resident of Lancaster, N.Y., graduated from
Canisius College in Buffalo, N.Y., with a
Bachelor of Science - Accounting in 1979
and a Masters in Business Administration
in 1984. After working four years at a
printing firm as accounting manager,
George was hired at Sealing Devices
as Accounting Manager in 1984 and
became Corporate Controller in 2002.
USER TIP 12
Prepayments
(Manager Ranking #12)
USER TIP 10
Use of
Internet Expenses
(Manager Ranking #6)
USER TIP 11
Allow Adjustments
to Paid Invoices
(Manager Ranking #2)
Over the course
of seven years,
Sealing Devices has
implemented numerous
features in Oracle
Payables to improve
accuracy and efficiency
within the accounting
department.


JUNE 1977
Oracle Corporation is
incorporated in California,
founded by Larry Ellison,
Bob Minor and Ed Oates.
JANUARY 1994
The Apple
MacIntosh computer
turns 10 years old.
MARCH 1986
Oracle’s initial public
offering takes place.
FALL 1990
The OAUG’s
first conference
in Anaheim,
Calif. draws 110
participants and
has a one page
agenda.
MARCH 1983
The company
name officially
becomes Oracle
Corporation.
1993
Oracle is the first software
company to rewrite business
applications for client/server
environments, automating
business processes from a
centralized data center.
APRIL 1995
The OAUG
Web site
debuts, but it
isn’t until 1997
that the site
really takes off.
MAY 1990
The initial meeting
of what will become
the Oracle Applications
Users Group (OAUG)
is held.
SPRING
1994
OAUG
Conference
attendance
tops 1000.
1976
Steve Jobs and
Steve Wozniak
announce the
Apple I personal
computer, for
only $666.66!
JUNE 18, 1979
Microsoft announces
Microsoft BASIC for the 8086
16-bit microprocessor.
The OAUG Timeline
THE WORLD
Join the OAUG
to Celebrate 20
Years in 2010!
W
e’ll be marking this
tremendous milestone
with activities throughout
the year. The festivities kick off at
COLLABORATE 10: Technology and
Applications Forum for the Oracle
Community, April 18-22, 2010, in
Las Vegas. Don’t miss out on the
celebration! Visit oaug.com/20years
for all the details.
What does the next 20 years have
in store for the Oracle Applications
Users Group (OAUG) and the
community of Oracle users that it
supports? If only we could know what
the future holds! But you can be part
of history and help the OAUG begin to
write the story for the next 20 years.
On February 23, 2010, join the OAUG
community to provide a snapshot of
a day in the life of an Oracle user. On
that day, tell us what you’re working
on, what questions or observations
you have, what direction you’re
taking for the new year, etc. Visit
the OAUG on LinkedIn to record your
place in OAUG history. Watch for
updates on this exciting project.
O A U G S O L U T I O N 24
JANUARY 1998
Google Beta
is launched.
2000
Y2K – The year 2000
arrives without catastrophic
computer failure, despite
fears to the contrary.
APRIL 2009
Oracle announces its intention
to acquire Sun Microsystems.
2000
Oracle releases Oracle
E-Business Suite Release 11i,
the industry’s first integrated
suite of enterprise applications.
1997
The OAUG forms its Customer
Support Council to work with
Oracle on software quality
and support, access to bug
information, service level
agreements, upgrades, etc.
APRIL 2006
The OAUG
participates in the
first COLLABORATE
conference, jointly
presented by IOUG,
OAUG and Quest.
1998
With Oracle8 Database and
Oracle Applications 10.7, Oracle
is the first enterprise computing
company to embrace the Java
programming language.
2005
Oracle completes the acquisition
of PeopleSoft and announces its
intention to acquire Siebel.
2006
Oracle becomes the first enterprise
software provider to receive
the J.D. Power and Associates
Certified Technology Service
and Support certification for
outstanding customer service.
2007
Oracle launches Oracle Application
Integration Architecture, an open
standards-based framework to help
customers create cross-application
business processes.
2010
The OAUG marks its
20-Year Anniversary.
MAY 2005
The OAUG forms its
Fusion Council to
assist members in
preparing for Oracle
Fusion Applications.
2008
The OAUG Knowledge Factory™,
a Web 2.0 collaborative resource, debuts.
2006
The OAUG introduces
a new look, new logo,
and new Web site.
2001
Apple
introduces
the iPod.
2004
“Web 2.0” is coined
by Dale Dougherty.
2006
Intel announces Intel
®
vPro™ technology, its
forthcoming PC platform
brand optimized for businesses.
2007
Apple introduces
the iPhone.
2003
The OAUG offers
e-Learning classes.
oaug insight O winter 2009
oaug. org 25
26 O A U G C O N F E R E N C E S 26
E
Each year, the OAUG contributes to
the overall Oracle OpenWorld experience
by bringing many excellent presentations
and networking meetings to the conference
agenda. 2009 was no exception.
The OAUG began a very busy, high-
profile week at Oracle OpenWorld 2009
by hosting more than 1200 attendees
and more than 50 special interest group
(SIG) meetings on Sunday, October 11.
Participants had the opportunity to connect
with other Oracle Applications users to
explore common interests, challenges,
solutions and trends in a number of areas,
including:
O Business Intelligence (BI)
O Middleware
O Hyperion
O Service Oriented Architecture (SOA)
O General Ledger and Financial
Reporting
OEnterprise Performance Management
O Payables and Receivables
O Customer Relationship Management
(CRM)
O Governance, Risk and Compliance
O Workforce Planning
O Enterprise Supply Chain Management
In addition, the OAUG General Ledger
(GL) SIG held its inaugural meeting and
the OAUG Procurement SIG welcomed
participants to its revitalization meeting.
Both the Hyperion SIG and the Oracle
Business Intelligence (OBI) SIGs hosted
well attended meetings and welcomed
the participation of Oracle executives
John Kopcke and John O’Rourke, who
demonstrated Oracle’s ongoing
support of the EPM community.
Also, during Oracle
OpenWorld, OAUG members who
are subject matter experts in
Oracle Applications presented
30 education sessions, featuring
compelling solutions and
customer-centric case studies.
Oracle OpenWorld attendees
had the opportunity to attend the
OAUG Fusion Council Meeting
to learn how Oracle worked in-depth with
customers and observed how end users
did their work as a key phase in developing
exciting new user experience innovations
built on Fusion Middleware 11gR1
technologies. The session was presented by
Floyd Teter, project manager, Jet Propulsion
Laboratory; Jeremy Ashley, vice president
Applications User Experience, Oracle; and
Katie Candland, director, Applications User
Experience, Oracle.
Later in the week, during the
Wednesday keynote presentation, Oracle
CEO Larry Ellison unveiled the modular
suite of Oracle Fusion Applications, noting
that the Fusion Applications interface was
the result of significant customer input
and user-experience analysis. Fusion
Applications are slated for availability
in 2010.
OAUG Fortifies User-Focused Programming
at Oracle OpenWorld 2009
Attendees enjoy lively networking, entertainment, cocktails and snacks at the OAUG’s annual
Appreciation Reception. Photo by Jason Miller.
The OAUG welcomes attendees to the User Groups Pavilion
during Oracle OpenWorld 2009. Photo by Jason Miller.
oaug conferences
(continued on page 28)
oaug insight O spring 2008
27
oaug insight O spring 2008
27 27
The Oracle Applications Users Group
(OAUG) presented six 2009 OAUG Oracle
Ambassador awards during the OAUG
Appreciation Reception held during Oracle
OpenWorld 2009. The Oracle Ambassador
award recognizes Oracle employees who
have made an outstanding contribution to
the OAUG and its members by significantly
supporting or contributing to one or more
of the OAUG’s goals of advocacy, education
and training, and member networking.
The award recipients
for 2009 are:
Nadia Bendjedou, Director of
Product Strategy for Oracle
Applications Development
Nadia has worked tirelessly with the OAUG
to assist with everything from presentations
to contacts to events. In appreciation of
her continued support of OAUG events
and educational offerings around the
world, the OAUG acknowledges Nadia.
Steven Chan, Oracle Senior
Director of Applications
Technology Integration
Steven continues to be a strong voice for
the Oracle E-Business Suite Applications
Technologist. The OAUG recognizes
Steven for his participation in the annual
COLLABORATE conferences, his willingness
to answer almost any question, his
attention to detail and prompt, efficient
and proactive work with customers.
J. J. Clementson, Applications
Sales Representative
with Oracle Direct
J. J. worked closely with a Sales for Handhelds
customer, advocating within Oracle on behalf
of the customer, providing education and
documentation, and orchestrating the right
players to assist with set-ups, integration and
functionality. The OAUG recognizes J. J. for
exceptional work on behalf of customers.
Roger Goossens, Oracle
Applications Development
Vice President
The OAUG Advance Planning & Collaboration
SIG is fortunate to have constant support
and guidance from Roger. The OAUG
acknowledges Roger for his contributions,
which provide users real advocacy,
education, training and help in navigating a
maze of new applications and products.
Dana Murugan, Oracle
Senior Marketing Director
in the Middle East
The OAUG recognizes Dana for his work
on the first OAUG Connection Point® –
Dubai conference in 2009. His influence
and assistance in getting the local
Oracle office fully involved contributed
tremendously to the success of the event.
Jackie Rose, Oracle Global
Customer Programs in EMEA
Jackie has been instrumental in engaging
Oracle employees throughout EMEA in
support of OAUG events such as OAUG
Connection Point® – Dubai and OAUG
Connection Point® – Hungary in 2010. For
her ongoing support of OAUG initiatives in
EMEA, the OAUG acknowledges Jackie.
OAUG President Ray Payne presented
the 2009 OAUG Oracle Ambassador Awards,
noting the importance of the OAUG’s
strong partnership with Oracle in meeting
members’ needs. “The OAUG’s synergistic
partnership with Oracle is instrumental
in helping the OAUG realize its mission of
helping members get the most out of their
Oracle Applications,” said Payne. “This
strong partnership plays out at many levels,
evidenced by the support provided to OAUG
members by our 2009 Oracle Ambassadors.”
The OAUG is extremely pleased to
recognize the 2009 OAUG Oracle Ambassadors
and thank them for their contributions to
the OAUG.
27 oaug. org
The 2009 OAUG Oracle Ambassador Award recipients, left to right: Roger Goossens, Steven
Chan, Dana Murugan, Nadia Bendjedou, Jackie Rose (see inset photo) and J. J. Clementson
(not pictured) with OAUG President Ray Payne.
OAUG Recognizes
Oracle Employees
for Outstanding
Service

The OAUG’s synergistic
partnership with Oracle is
instrumental in helping the
OAUG realize its mission of
helping members get the
most out of their Oracle
Applications.

28 O A U G C O N F E R E N C E S
The OAUG’s annual Appreciation
Reception celebrated the camaraderie and
many achievements of the far-reaching,
global community of Oracle users,
product and service providers, and Oracle
associates. Sponsored by IBM, the event
featured delectable appetizers, tempting
cocktails and inspiring art in the chic and
sophisticated Weinstein Gallery. During the
reception, the OAUG presented the 2009
OAUG Oracle Ambassador Award to several
deserving Oracle employees (see sidebar
on page 27).
The OAUG noted the accomplishments
of its member companies receiving
the 2009 Oracle Innovation Award,
which recognizes organizations for their
innovations in deploying Oracle Fusion
Middleware. Among the 2009 Oracle
Innovation Award recipients are nine OAUG
members in two categories.
Oracle Business Intelligence and
Oracle Enterprise Performance
Management System (BI/EPM):
O BT
O CAE
O Florida State University
O General Dynamics
O Ingersoll Rand
O NetApp
O Pearson
Oracle Application Grid Innovation:
O Agilent Technologies
O General Electric
The OAUG congratulates these
member organizations for this outstanding
accomplishment. The OAUG is a co-sponsor
of the 2009 Oracle Innovation Awards.
OAUG member Patricia Dues was
named User Group Evangelist of the
Year for 2009 by the editors of Oracle
Magazine and honored at a reception
during Oracle OpenWorld. Each year
the editors of Oracle Magazine present
Editors’ Choice Awards to people who
exemplify leadership, vision and dedication
in working with and managing Oracle
technology. Congratulations, Patricia, on
this exceptional acknowledgement for all
you do for the OAUG and the greater Oracle
users community.
OpenWorld attendees also had the
opportunity to convene in the newly-
designed Oracle User Groups Pavilion
where they obtained information about
OAUG membership and upcoming initiatives
and events.

The OAUG noted the
accomplishments of its
member companies receiving
the 2009 Oracle Innovation
Award, which recognizes
organizations for their
innovations in deploying
Oracle Fusion Middleware.

OAUG Fortifies User-Focused Programming
oaug conferences
Event sponsor IBM greets guests during the OAUG’s annual Appreciation Reception.
Photo by Jason Miller.
A LEARNING OPPORTUNITY
OAUG associate members have the
opportunity to participate in FREE
educational sessions held several times
each month. These interactive Webcasts
provide information about a variety of
products and services that complement
Oracle Applications. Session information
is available at oaug.org/partners/
vendorawareness/index.html.
If you are an Associate member of the OAUG and are
interested in hosting a Vendor Product Awareness session,
please visit oaug.org/partners/vendorawareness/index.html,
send an e-mail to keckstein@oaug.com, or call +1 404.467.6936.
OAUG Vendor Product
Awareness Sessions
Sessions now available for 2010.
Reserve your session today!
30
O A U G G E O S & S I G S
T
What is a Geographic User Group (Geo)?
The OAUG currently has geographic user groups (Geos) in the United States,
Canada, AsiaPac, Latin America and EMEA regions. Geo members reside within
a defined geographic region and meet to facilitate networking among local and
regional applications users. Members discuss and share ideas concerning many
diverse topics.
Geos enable networking with other Oracle Applications users in local regions
and around the globe. There are many benefits to participating in a Geo, including:
OObtain direct access to local Oracle management.
OFind immediate results and solutions that work.
OLearn from fellow OAUG members tips and tricks on installing, integrating,
upgrading and using Oracle Applications.
OCapture best practices and lessons learned from colleagues that have
experienced them.
OAttend local meetings and training sessions.
ODiscover the latest complementary Oracle Applications products and
services that will help you become more effective and efficient.
A complete listing of current Geo groups, upcoming meetings,
Web site addresses and contact information is available at
http://www.oaug.org/usercommunities/geosandsigs/index.html.
Update on
Geographic User Groups (Geos)
2009 Geographic
User Groups
Arizona OAUG
Atlanta OAUG
British Columbia OAUG
Calgary OAUG
Central States OAUG
Colorado OAUG
DC-OAUG
Eastern States OAUG
Florida OAUG
German Oracle Users Group (DOAG)
India OAUG*
Israel Oracle Users Group (ilOUG)
Japan-OAUG
LatinOAUG*
Michigan OAUG*
Mid-Atlantic OAUG
Nebraska OAUG
Netherlands OAUG
Nevada OAUG*
New England OAUG
New Jersey OAUG
New South Wales OAUG
New York OAUG
North Central OAUG*
Northern California OAUG*
Northern Ohio OAUG
Northwest Oracle Users Group
NYC-OAUG (New York City)
Ohio Valley OAUG
Pittsburgh OAUG*
Puget Sound Oracle Users Group
Queensland OAUG
San Diego OAUG
South Central OAUG
Southern Australia OAUG
Southern Ontario OAUG
Southwest Regional OAUG*
Tasmania OAUG
Twin Cities Financials OAUG*
Twin Cities Manufacturing OAUG
Utah OAUG
Victorian OAUG
Western Australia OAUG
* Special Acknowledgement – 2009
OAUG Geo/SIG Certificate of
Distinction Award Recipient
oaug geo update
Geos and SIGs serve the grassroots of the Oracle
community and offer additional educational
opportunities and new product enhancements through
their links with Oracle Corporation.
31 oaug. org
oaug geo spotlight
T
The Florida Oracle Application Users
Group (FLOAUG) is an OAUG affiliated
Geographic User Group (Geo) dedicated
to increasing its members’ knowledge
and understanding of
Oracle Applications
products. The FLOAUG is a
perfect venue to collaborate
with other Oracle users,
prospective users, Oracle representatives,
consultants, third-party product
companies and other interested parties.
In spite of its long history, over
the past several years the FLOAUG had
experienced declining membership and
participation – so much so that activity had
diminished to nearly nothing. In February
2009, a small group of previous members
joined together to revitalize the group.
Since then, the FLOAUG has grown
its membership from almost zero to nearly
200 members. The organization has
held elections and seated its board. And,
the group hosted its first Tech Event in
September 2009. (Visit florida.oaug.org to
review presentation slides from the event.)
With the momentum gained over the
last few months, the FLOAUG has made
rapid progress and continues
to work toward building
membership. With its
sights set on being a
relevant and driving force
in the industry, the FLOAUG
knows that bringing together
the knowledge, expertise,
experience and energy of industry
professionals in the region is critical.
FLOAUG understands and embraces the
power in numbers to encourage and guide
Oracle development to meet the needs of
the user communities that it represents.
The FLOAUG is also actively involved
with Oracle, engaging in training and
product awareness Webinars and tech
days as well as joint development
and board participation. Additional
initiatives include creating a strong
enhancement request lobby and
user-based solution repository.
The FLOAUG holds quarterly
member meetings online
and hosts face-to-face
meetings at the annual
COLLABORATE conferences.
More information about
the FLOAUG is available
at florida.oaug.org.
Florida Oracle Users Group
(FLOAUG) by Christine West, City of St. Petersburg
FLOAUG Officers
President – Christine West. The president’s primary duties are to run the group,
organize the meetings and serve as liaison to other organizations.
Vice President – Allison Jurey-Smith. The vice president’s primary duty is to assist
the president whenever needed. All administrative matters should be directed to the
group’s president or vice president.
Treasurer – Sharon Pearison. The treasurer is responsible for the receipt, maintenance
DQGGLVEXUVHPHQWRIDOOIXQGVLQFOXGLQJUHFRUGRIDFFRXQWVDQGDQQXDOÀQDQFLDOUHSRUW
Mission: To improve the success of the Florida Oracle community through
a unique support group made up of professionals and experts who share
ideas, solutions and experiences related to the selection, implementation and
ongoing maintenance of Oracle Applications.
Web site: http://florida.oaug.org/

I’m looking forward to
the next two years as
FLOAUG President and
the contributions we
can make to ensure
a sustainable and
relevant Oracle user
community.

Christine West, FLOAUG President
florida oracle applications user group
32 oaug. org O A U G G E O S & S I G S
S
oaug sig update
What is a Special Interest Group (SIG)?
SIG members share a common interest concerning specific
Oracle Applications products, such as Procurement, Collaboration
Suite and CRM. SIGs may also represent a specific industry
such as the public sector, healthcare or higher education. The
OAUG is expanding to accommodate the growing family of
Oracle Applications, including PeopleSoft, Oracle Retail, Oracle
Communications, Siebel and Hyperion, as well as Oracle Fusion.
A complete listing of current SIG groups, upcoming meetings,
Web site addresses and contact information is available at http://
www.oaug.org/usercommunities/geosandsigs/index.html.
Update on
Special Interest Groups (SIGs)
ADI SIG
Advance Planning & Collaboration
(formerly Supply Chain
Collaboration) SIG*
Advanced Pricing (QP) SIG
AP SIG
AR, Credit & Collections SIG
Archive & Purge SIG*
Assets SIG
BI Publisher SIG (formerly XML
Publisher SIG)
Business Intelligence/
Data Warehouse SIG
Change Management SIG
Communications Billing and Revenue
Management SIG
Communications MetaSolv Solution
SIG
Configurator SIG
Consumer Goods SIG
Contracts SIG*
CRM Connect SIG
-- E-Business Suite
-- PeopleSoft
-- Siebel
-- Fusion
Customer Data Management SIG
Customization and
Extension SIG
Database SIG*
Demantra SIG
Discrete Manufacturing SIG*
E-Business Applications
Technology SIG (formerly
Middleware SIG)
eBIZ SIG (formerly EDI SIG)
Energy & Utility Industry SIG
Engineering & Construction SIG
Enterprise Asset
Management (eAM) SIG*
Federal SIG
Financial Services Industry SIG
Fusion Middleware SIG (formerly
Service Oriented Architecture SIG)*
General Ledger SIG
Governance, Risk & Compliance SIG
(formerly Internal Controls and
Security SIG)
Healthcare Industry User Group
Higher Education SIG
Hyperion SIG
Incentive Compensation SIG
K-12 Education SIG
Logistics SIG
Migration and Integration SIG
Multi-National/Multi-Org SIG
Oracle Business
Intelligence (OBI) SIG*
Oracle Enterprise PLM/SIG (formerly
Product Lifecycle
Management)
Order Management SIG*
OTM SIG
Outsourcing SIG
PeopleSoft AP SIG
PeopleSoft Credit & Accounts
Receivable Experts SIG
PeopleSoft Distributors’ &
Manufacturers’ Users Group*
PeopleSoft Government
Contracting SIG
PeopleSoft Technology SIG
PeopleSoft Upgrade SIG
Process Manufacturing SIG*
Procurement SIG
Projects SIG
Property Manager SIG
Public Sector SIG*
Quality SIG
Release Management SIG
SysAdmin SIG
Time & Expense SIG
Treasury & Cash Management SIG
Tutor/UPK SIG
Upgrade SIG
Workflow SIG
2009 Special Interest Groups
* Special Acknowledgement – 2009 OAUG Geo/SIG
Certificate of Distinction Award recipient
33
OAUG Users’ Online Resource for 2010
Buried under too much information?
Let the OAUG help you target the products and
services that can help you improve the performance
of your Oracle environment. Turn to the new
2010 OAUG Buyer’s Guide comprehensive index
of proven business tools, revolutionary approaches,
emerging ideas and expert-delivered services.
Now live on oaug.org, visit today! Consult how-to
guides, case studies, top-ten lists and more for
insights and guidance on your projects. Find out
who’s who and who can help in this go-to catalog
of solutions and solution providers for your Oracle
Applications environment.
If you would like to showcase your company’s
products and services in the 2010 OAUG Buyer’s
Guide, visit oaug.org or e-mail us at sales@oaug.com.
O A U G F E A T U R E 34
ACCESS CONTROL TABLES
create table xxdw_event_polling
(updatetype number not null,
updatetime date not null,
dbname char(40),
catalogname varchar2(40),
schemaname varchar2(40),
tablename varchar2(40) not null,
ohter varchar2(80));
create table xxdw_obiee_groups
(groupname varchar2(100),
description varchar2(200),
owner varchar2(20),
main_dashboard varchar2(50),
dashboard_priority number););
create table xxdw_obiee_users
(username varchar2(100),
groupname varchar2(100),
person_id number);
FACTS
create table xxdw_contracts
(amount number,
trans_date date,
project_id number,
group_id number,
organization_id number);
create table xxdw_invoices
(amount number,
bill_type varchar2(30), -- Bill Back, Intercompany, Net Billing
bill_status varchar2(20), -- ‘Final’, ‘Planned’
transaction_no varchar2(20),
invoice_date date,
trans_date date,
project_id number,
group_id number,
organization_id number);
create table xxdw_receivables
(amount number,
bill_type varchar2(30), -- Bill Back, Intercompany, Net Billing, Tax
bill_status varchar2(20), -- ‘Final’, ‘Planned’
trans_type varchar2(20), -- Invoice, Credit Memo, Adjustment, Payment
item_date date, -- Inv Date, Apply Date
transaction_no varchar2(50), -- of this trans
trx_id number, -- of orig invoice
inv_no varchar2(20), -- of orig invoice
due_date date, -- of orig invoice
trans_date date, -- last_day(gl_date)
project_id number,
group_id number,
organization_id number)
oaug feature
COMPLETE SCHEMA
FOR GALLUP OBIEE
DATA SOURCE
APPENDIX:
An Oracle Business
Intelligence (OBIEE)
Case Study
(See pages 14- 18)
create table xxdw_revenue
(amount number,
trans_date date,
project_id number,
group_id number,
organization_id number,
gl_acct varchar2(10));
create table xxdw_visibility
(amount number,
trans_date date,
project_id number,
group_id number,
organization_id number,
range_start date,
range_end date);
create table xxdw_rev_projections
(amount number,
weighted_amount number,
stage varchar2(30),
status varchar2(30),
group_id number,
organization_id number,
trans_date date,
project_id number,
partner_id number,
range_start date,
range_end date);
create table xxdw_opportunities
(amount number,
source varchar2(100),
status varchar2(30),
stage varchar2(30),
created_by varchar2(100),
opp_creation_date date,
opp_status_date date,
opp_stage_date date,
decision_date date,
close_reason varchar2(30),
proj_start date,
proj_end date,
proj_length number, -- in months
group_id number,
organization_id number,
trans_date date,
project_id number,
partner_id number,
range_start date,
range_end date);
create table xxdw_leads
(count number,
days_to_close number,
close_reason varchar2(50),
status varchar2(50),
lead_creation_date date,
group_id number,
organization_id number,
trans_date date,
project_id number,
partner_id number);
create table xxdw_costs_detail
(amount number,
cost_type varchar2(10),
expenditure_type varchar2(30),
trans_date date,
project_id number,
group_id number,
organization_id number,
gl_acct varchar2(10));
create table xxdw_costs
(amount number,
cost_type varchar2(10),
trans_date date,
project_id number,
group_id number,
organization_id number);
create table xxdw_cost_top
(amount number,
cost_type varchar2(10),
trans_date date,
group_id number,
organization_id number);
create table xxdw_partner_goals
(revenue_goal number,
gm_goal number,
profit_goal number,
baseline number,
mktg_budget number,
revised_rev_goal number,
revised_gm_goal number,
revised_prof_goal number,
group_id number,
trans_date date,
partner_id number,
range_start date);
35 oaug. org
(continued on page 36)
36 O A U G F E A T U R E
DIMENSIONS
create table xxdw_time
(trans_date date,
day number,
weekday varchar2(15),
month_no number,
month varchar2(15),
month_abbr varchar2(5),
month_start date,
quarter_no number,
quarter varchar2(15),
quarter_start date,
year_no number,
year varchar2(15),
year_start date,
display varchar2(30));
create table xxdw_as_of
(as_of_date date,
display varchar2(30));
create table xxdw_conv
(conversion_date date,
to_currency varchar2(15),
conversion_rate number);
create table xxdw_projects
(project_id number(15) not null,
project_no varchar2(25),
project_name varchar2(50),
current_status varchar2(30),
project_type varchar2(50),
party_id number,
practice_group varchar2(30),
practice varchar2(30),
delivery_method varchar2(30),
methodology varchar2(30),
product varchar2(30),
gams varchar2(10));
create table xxdw_sic
(code varchar2(10),
sic_hier varchar2(100,
sic_name varchar2(80),
lev_1 varchar2(80),
lev_1_seq varchar2(10),
...
lev_8 varchar2(80),
lev_8_seq varchar2(10));
create table xxdw_clients
(client_letter varchar2(2),
client_parent varchar2(360),
client varchar2(360),
party_id number,
is_gams varchar2(1),
sic_code varchar2(10),
client_type varchar2(20));
create table xxdw_client_owners
(party_id number,
partner_id number,
relationship varchar2(30)); -- ‘Top 10’
create table xxdw_organizations
(organization_id number,
organization_number number,
organization_name varchar2(60),
organization_type varchar2(60),
organization_sub_type varchar2(60),
N1 varchar2(60),
N2 varchar2(60),
N3 varchar2(60),
N4 varchar2(60),
N5 varchar2(60),
N6 varchar2(60),
N7 varchar2(60));
create table xxdw_sales_groups
(group_id number,
sg_hier varchar2(100),
group_number number,
group_name varchar2(60),
lev_1 varchar2(60),
lev_1_seq varchar2(10),
...
lev_8 varchar2(60),
lev_8_seq varchar2(10));
create table xxdw_players
(project_id number(15) not null,
trans_date date not null,
partner_id number,
ca_name varchar2(60),
pm_name varchar2(60));
create table xxdw_partners
(person_id number,
employee_name varchar2(60));
create table xxdw_expenditure_types
(expenditure_category varchar2(30),
expenditure_type varchar2(30));
oaug. org
With experience dating back to one of Oracle's first releases
of the Applications, MPL5, O2Works has the knowledge and
expertise to be your trusted consulting partner. From installs
and upgrades, conversions and rollouts, to end-user training
on Release 12.1, our consultants have the technical
proficiency and hands-on industry experience needed
to make the E-Business Suite work for your business.
Call, email, or visit out Knowledge Works center where you
can download white papers, presentations and more.
972.466.2260
From MPL5 to Release 12.1
O2Works Consultants have
been there every
step of the way.
MPL5
MPL6
MPL7
Release 8
Release 9
Release 10
Release 11
Release 11i
Release 12
Release 12.1
info@o2works.com
www.o2works.com/knowledgeworks
The New OAUG
Job Board is live!
Providing OAUG Members with a Fast,
Efficient and Inexpensive Way to Find the
Best Oracle Talent!
The OAUG Job Board attracts both OAUG
Member and Non-Member job seekers who
have the Oracle-based skills you desire.
EMPLOYERS,
find great talent to fill
your Oracle positions.
Job candidates, new jobs are posted
every week! Log in today to create
your candidate profile and upload your
resume.
Visit jobs.oaug.org.
global users
O A U G M E M B E R S H I P 38
Returning
Associate
Members:
APG
Bottomline Technologies
Capgemini
CompIntelligence, Inc.
Ernst & Young LLP
FMT Systems
Hotsos Enterprises, Ltd.
i360technologies
ICServices
MOD43
New Generation
Consultants, Inc.
OSI Consulting
ReadSoft
Terillium, Inc.
Top Team Inc.
Wipro Technologies
Returning
User Members:
@Home
A2000 Holding N.V.
Abaris, Inc.
Abt Associates, Inc.
Accenture Netherlands
Achmea Active
Achmea Arbo
Achmea CB
Actuant Corp.
Adetech Consultancy B.V.
Advanced Drainage Systems
Aegon Nederland N.V.
AKZO Diosynth B.V.
Altasen
Altec Industries, Inc.
Alysis
American Bar Association
American Science and
Engineering
AMIS Services B.V.
APJ, Oracle Competence Centre
AppsTec International
APRO Consulting Services B.V.
ARAMARK
ArboNed
Archer Daniels Midland Co.
Arinso Nederland B.V.
ArvinMeritor B.V.
ASCO Controls B.V.
Aspect Software
Assai Software Services B.V.
ATC Logistics & Electronics, Inc.
ATD-American Company
Atos Origin Nederland B.V.
Atos Origin Telco Services
ATOS TSS
Atrium Medical Corporation
AVR
AVR Afvalverwerking Rijnmond
Axioma
BAE Systems Controls
Bankwest
Battelle Memorial Institute
Bechtel Marine Propulsion
Corporation
Belonje Consulting
Black & Decker
Blue Gecko, LLC
BM Consultants
Boise, Inc.
Bridging Solutions B.V.
Brisbane City Council
Buma Stemra
Bunnings Pty. Ltd.
Bureau of Meteorology
Buzzi Unicem USA
Camp Dresser & McKee, Inc.
Canon Europa N.V.
Cap Gemini Ernst & Young B.V.
Capgemini Australia Pty. Ltd.
Capgemini Netherlands
Carnegie Mellon University
Casema N.V.
Catharina Ziekenhuis
Centraal Boekhuis B.V.
Centraal Bureau voor
de Statistiek
Centraal Justitieel
Incasso Bureau
Central Bank of Nigeria
Centrum voor Werk en Inkomen
Charter Manufacturing
Company, Inc.
Chellomedia
Christelijke Hogeschool
Windesheim
Chromalloy Holland B.V.
City of Arvada, CO
City of Minneapolis
Clinical Reference Laboratory
Cogeco Cable, Inc.
Coherent, Inc.
Coles Group Limited
Comcast Cable Communication
Corporate Express Europe
Creation Technologies, Inc.
CTA
Cummins, Inc.
CWI
CXO Solutions
CZ Actief in Gezondheid
D.I.S.C.
Darden Restaurants
DCMR Milieudienst Rijnmond
Deakin University
DeKalb County Georgia
Deloitte Consultancy
Department of Defence
Department of Justice
Department of Planning
Dept. of Agriculture & Food
Dept. of Human Services
Dept. of Transport &
Main Roads
Dept. of Treasury &
Finance - OSS
Diebold EMEA Logistics
Diebold, Inc.
Donaldson Company Inc.
DP Industries
Duijvelaar Pompen B.V.
Dutch Ministry of Foreign Affairs
E-Business Solutions Group
E.ON U.S. LLC
Ebscon
Echelon Corporation
Education Service
Center, Region 20
Eetay
Eindhoven University
of Technology
Elcaro Consultancy
Emerson / Fisher Controls
Emerson Electric Co.
Equens Nederland B.V.
Erasmus Medical Center
Rotterdam
Ergotron
Ernst & Young EDP Audit
Essent Kabelcom B.V.
Exel
FAIR Information Services B.V.
FedEx
Fit for Finance B.V.
Fjell International B.V.
Follett Software Company
Friedkin Business Services
FrontEnd
Fujitsu Services B.V.
Garlock Sealing Technologies
Garmin International
Gaylord Bros., Inc.
GE Infrastructure
Geesink Norba Group B.V.
Gemeente Rotterdam,
Bestuursdienst
Gemeentewerken Rotterdam
General Dynamics Government
Systems Corporation
General Dynamics
Land Systems
General Dynamics- C4 Systems
Georg Fischer Central
Plastics LLC
GEOS IT Professionals B.V.
GEOS.nl
Getredid
Getronics
Global Knowledge
Gold Coast City Council
Golden Valley Electric
Association
Government of Saskatchewan
Green ISP BV
Grontmij
Guidance Software, Inc.
H-Facto BV
Hazelden
Het Nederlandse Rode Kruis
Hitachi Data Systems Europe BV
Hologic, Inc.
Home B.V.
Honeywell B.V.
Hoogheemraadschap De
Stichtse Rijnlanden
Horton Holding, Inc.
Huhtamaki Oyj
Huntington National Bank
Huxley Associates
I.C.W Business Solutions
ICL
ICT-OKE BV
IDG Publications
IFN Finance
Ikon Office Solutions, Inc.
ilionX
ILO
Incore Solutions B.V.
InfoRhen
Infotec Nederland B.V.
infoUSA
Infratects B.V.
ING / OPS&IT
Int’l. Brotherhood of
Elec. Workers.
Intelligrated, Inc.
Inter Access
Interpay Nederland B.V.
Interpharm Groep B.V.
Irobot Corporation
ISC Meppel
ISIT B.V.
IT Logistiek
IT4Finance
Ithaca College
JiL Consult B.V.
Johnson & Wales University
KB3
KCI Europe Holding B.V.
Keithley Instruments, Inc.
Kema Nederland B.V.
Kensey Nash Corporation
Kenton County Airport Board
Koker Communicatie
Koninklijke Boskalis
Westminster N.V.
Koninklijke Mosa B.V.
KPMG Meijburg
KPMG Netherlands
KPN ESN
KPN FIS
KPN IMS MO OP
KPN IT4CM
KPN Services FIS, BuZa
KPN, Financial &
Information Services
KRAMP Groep B.V.
KSI International N.V.
Kuipers CVK
Kvaerner Process
Netherlands B.V.
La Trobe University
Lasaulec BV
LECO Corporation
Leiden University
Leviton Manufacturing
Life Fitness Shared
Services Center B.V.
New and Returning Members
The OAUG welcomes the following
new and returning members who joined
August 1, 2009, through October 31, 2009.
Lindex
Logan Aluminum Corp.
LogicaCMP
Los Angeles County
Metropolitan Trans. Authority
Loyola Marymount University
LVNL
Magellan Midstream
Partners, L.P.
Management Control
& Accounting
ManTech International
Corporation
Mattel
McDonald’s Corp USA
McLane Company
MCX Administration
Services B.V.
MediaCompetence B.V.
Medisch Centrum Haaglanden
Memphis Light, Gas and
Water Division
Metropolitan Water
District of S. CA
MFQ-Controleur des
Finances-(DOI-SAGIR)
Millennium Pharmaceuticals
Ministerie van
Buitenlandse Zaken
Ministry of Finance
Ministry of Government
Mirant Corporation
Modesto Irrigation District
Mosaic B.V.
Mutual Materials
N.O.S.
N.V. Holdingmaatschappij
De Telegraaf
N.V. Organon
National Aerospace
Laboratory (NLR)
National Lime and Stone
NATO
NAV CANADA
NCCW
NCH Corporation
Nederlands Normalisatie-
instituut
Nederlandse Staatsloterij
NetApp
New York Blower
Nikon Precision
NKI/AvL
Nuon
NV Organon
O’Brien & Gere Limited, Inc.
O.C.P.
Ocean Optics, Inc.
Old Mutual Financial Network
Ontraq ICT Solutions B.V.
Onze Lieve Vrouwe Gasthuis
OPEN Business
Applications B.V.
Oracle Contractors
Oracle Netherlands
OraOne B.V.
OraSolutions B.V.
Ordina DC Oracle
Ordina Trade, Transport
and Industry B.V.
Origin Energy
PA Consulting Services B.V.
Pajaro ICT
Palm Beach County
Sheriff’s Office
Panggih United
Paradigm Geophysical
Param Consult B.V.
Paramelt B.V.
Park Lane Information
Technology
Pepsi Bottling Group
Philips Business
Communications
Plantronics B.V.
Porex Corporation
Pregis Corporation
Premio Foods, Inc.
Provincie Drenthe
Provincie Gelderland,
Afd. DS/IT/AS
Public Works Rotterdam
Publicsoft BV
Qualogy Applications B.V.
Qualogy Consultancy B.V.
QuayOne
Quest Software AUS
Quest Software, Inc.
Quobell B.V.
Rafael
RCM Technologies, Inc.
Redflex Traffic Systems
Rene Kuss Consultancy
Res-Q Consulting Services B.V.
Rexel
Rivas Zorggroep
Robbins Bros.
Rockefeller University
Royal Boskalis
Westminister N.V.
Royal Mosa B.V.
RSDB Holding B.V.
SaskTel
Scamander Solutions
Scanmar
Schiphol Group
Schuitema
Schuitema NV, afd. IM-FEZ
Screen Actors Guild
Group Pty. Ltd.
Sekon Enterprise, Inc.
Sensata Technologies
Holland B.V.
SGS Nederland B.V.
Simac Triangle B.V.
Sitel Corporation
SmartApps B.V.
Smit International
SNS Reaal Groep N.V.
Sodaclub International B.V.
Softlines
SonoSite, Inc.
Southern Union Company
Southwestern Power
Administration
SPS Gensys
SQL Integrator B.V.
Square SMS
SRA (Europe) B.V.
St. Elisabeth Ziekenhuis
Standard Life Ass. Co.
Stantec Consulting Ltd.
State Revenue Office Victoria
Steenwinkel Kruithof
Implementatie
Stichting Artsen zonder Grenzen
Stichting Gezondheidszorg
Oostelijk Zuid-Limburg
Stichting Meander
Medisch Centrum
Stratus Technologies
Stryker Orthopaedics
Suffolk Construction Company
SUPERVALU
Swinburne University
of Technology
Sybron Dental Specialties
Synventive Molding
Solutions B.V.
T. Rowe Price Associates
Talent2
Telstra Corporation Limited
Teva Pharmaceuticals USA
Texas Petrochemicals LP
Textron
Thales Nederland
The Macerich Company
The Talbots, Inc.
The University of Melbourne
Thiess Pty. Ltd.
Tiscali
TopConsult
TopConsult Implementation
Services B.V.
Toshiba Medical Systems
Europe B.V.
Towers Perrin
Tracklane B.V.
Transfer-Solutions
Transport & Logistiek/Freelance
Transport Canada
Triangle Group
Trinity Industries, Inc.
TruEconomy Consulting
TT electronics (formerly IRC)
TweeSteden Ziekenhuis
Tyco Valves & Controls Europe
UMC St Radboudziekenhuis
University of Alabama
at Birmingham
University of Canterbury
University of Twente
Unocal Netherlands B.V.
UPC
UPC Nederland
UPC Operations B.V.
Valassis, Inc.
Veenman B.V.
VeriFone, Inc.
Vertis B.V.
Videojet Technologies
Europe B.V.
VMware, Inc.
VNU
Vocollect, Inc.
Vodafone
Vodafone Libertel N.V.
Vonage Networks
VTL
VU Medisch Centrum
VVAA Groep BV
VX Company Business
Applications Services B.V.
WE Europe
Weir Minerals Netherlands B.V.
Welch’s
Wells Dairy, Inc.
Welzorg BV
Wet Seal, Inc.
Windstream Communications
Witte Computing Consultants
WorkCover Queensland
World Vision
World Wide Technology
Wyse Technology
Zebra Technologies Corporation
Zeus Industrial Products
Ziekenhuis Gelderse Vallei
Zorggroep Suydevelt
New Associate
Members:
CACI Enterprise Solutions
Global View Analytics, Inc.
SoftArt Solutions Inc.
TierData Inc.
New User
Members:
Aavid Thermalloy
Ahold
APT Management Services
Atrium Companies, Inc.
Callista Software Services
Capital Power Corporation
CCS Medical, Inc.
Church Pension Group
Daniel Measurement
Kiraca Holding
Marsh, Inc.
Navitas Limited
Pellerin Milnor Corporation
Penn Color, Inc.
Pennsylvania Liquor
Control Board
PMC Group
Recurrent Energy
Rheem Manufacturing
Technical Standards and
Safety Authority
Velocent Systems, Inc.
39 oaug. org
W
global users
O A U G M E M B E R S H I P 40
While every issue of OAUG Insight
includes a member spotlight, each member
highlighted brings something highly
unique and valuable to the OAUG and its
membership. These remarkable individuals
turn the theoretical into tangible,
extraordinary accomplishments. This
issue’s member profile honors Thameem
Rizvon, group IT manager of Dubai-based
Kamal Osman Jamjoom Est., one of the
leading multi-channel retail groups in the
Middle East, for his active leadership and
exceptional contributions to the OAUG.
Thameem first joined the OAUG in
2006 as an active member. The many
benefits that inherently come with being
part of the OAUG inspired Thameem to
help expand the user group to include
a strong chapter in the Middle East.
The motivation behind setting up and
chairing the OAUG Middle East was the
fact there was a strong user base of
applications users in that region but no
formal user group to enable members
to share insight and best practices.
“Back in 2006 before joining the
OAUG, Oracle users in the Middle East
often had very limited opportunities
to exchange ideas and discuss best
practices,” Thameem said. “Users do not
have anything to market, and they provide
candid feedback, both good and bad.
It is extremely helpful to have a strong
communication network in order to get the
most out of any Oracle Application.”
The OAUG Middle East was
formally launched at the OAUG
Connection Point® – Dubai
Conference on April 1, 2009,
in which Thameem played an
instrumental role in heading
and developing. The first
OAUG Connection Point® –
Dubai was so successful
that it was declared an
annual conference, and
Thameem is actively
planning 2010’s agenda.
The 2009 OAUG
Connection Point®
– Dubai was packed
with 24 educational
sessions presented by
speakers from the USA,
United Kingdom, France
and from within the UAE;
Oracle one-on-one meetings
covering topics from Oracle
Retail to E-Business Suite
Release 12; and the
inaugural meeting
of the OAUG Middle East. More than 90
attendees from around the world attended
the conference to network with fellow users
and meet with key Oracle executives.
Thameem expects similar success
with next year’s conference. He relies on
the OAUG Connection Point® – Dubai and
the nearly finished OAUG Middle East Web
site to promote the OAUG Middle East and
get the word out to encourage users to join.
Thameem hopes to relay the
importance of being active within the
OAUG to Oracle users in the region.
Of the many benefits he receives
from his participation in the OAUG,
the most important ones to him
include networking and
sharing best practices with
like-minded users and
the important forums to
share experiences, such
as the OAUG Connection
Point® – Dubai. He also
stresses how effective
a user group’s collective
voice can be in influencing
Oracle strategy. Oracle
values understanding the
needs and requirements of
users in the region, and a unified
voice gives Oracle a very clear
viewpoint about the direction
and focus it needs to take.
OAUG Member Snapshot:
Mohammed Thameem Rizvon

Back in 2006 before joining
the OAUG, Oracle users in
the Middle East often had
very limited opportunities to
exchange ideas and discuss
best practices.

The OAUG can help you:
O Gain 24/7 access to information and insights from other users.
O Equip your teams with critical knowledge and skills.
O Avoid costly project setbacks.
O Save time and money and streamline implementations.
O Expand your team’s capacity for innovative thinking and problem solving.
O Stay on the cutting edge of emerging trends that can affect your business.
O Express your wishes and concerns to Oracle.
O Enhance your professional development, visibility and connections.
When your organization is pushing for
productivity and efficiency from every
critical resource, can you afford to leave the
performance of your Oracle Applications
environment to chance?
3525 Piedmont Road · Suite 300 · Atlanta, Georgia 30305 USA
|. =+ +0+.2+0.08`¯ |. =+ +0+.2+0.0``8 · ¬o¬bo·s||ouoauz.co¬
oaug.org
Why Gamble?
Joining the Oracle Applications Users Group
(OAUG) is a smart business decision. The
OAUG brings information and resources to
everyone in your enterprise to help increase
their knowledge and productivity, as well as
the return on your organization’s investment in
Oracle Applications. Visit oaug.org to find out
how to become part of this dynamic group.
42 O A U G C O N N E C T I V I T Y
T
ransforming the customer
experience through
innovative features and
new capabilities, Oracle Customer
Relationship Management (CRM)
offers a range of products, industry
expertise and deployment options.
As new economic challenges are
confronting businesses all over the
world, Oracle is addressing the
needs of its customers with role-
based intelligence and pre-built
integration. Find out from Oracle
Vice President of CRM Mark
Woollen how Oracle is staying at
the cutting edge of CRM.
Profit: What are some of
Oracle’s new CRM capabilities
and what makes them
important for our customers?
Woollen: Oracle has a wealth of very deep and
broad CRM capabilities. One of the things we’re
invested in is embedded analytics, and this is true
for Siebel software as well as for Oracle CRM On
Demand. We offer more than just a set of data
warehousing reports. The software actually contains
a set of analytics that were embedded directly from
user experience. So, it’s not just senior managers
– it’s really people who are individual contributors
– sales and customer service representatives – who
have critical business intelligence (BI) embedded
directly into the application.
The work we do in the area of BI in particular
continues to be a big area of investment for us,
just as we continue to invest a lot into loyalty
management and self service and other domains.
We think these types of investments are very
advantageous to customers in terms of not only
helping them cut costs but also to help them better
retain and optimize revenue around their customer
base, which is critical for the times we are in today.
Profit: What are some important
first steps customers should take
as they begin to think strategically
about CRM?
Woollen: The number one requirement for a
successful CRM project, whether it’s on premise
or software as a service (SaaS), is for companies to
get their end users on board early and keep them
involved in the process by incorporating their
feedback where it’s appropriate.
Number two, executive sponsorship on all sides
of the table – including the customer, the vendor
and the integration partner – is of fundamental
importance.
Powered by Social Networks
Oracle’s social CRM products are helping
enterprises make deep customer connections.
oracle directions
oaug. org
(continued on page 44)
oaug insight O summer 2009
43
Knowledge Factory

Educate. Network. Influence.
SEYKSVK
%VI]SY
M R X LI
know#
44 oaug. org O A U G C O N N E C T I V I T Y
The third most important step is for companies
to take the time to truly understand their specific
needs. For example, a company might ask itself,
‘How do our sales people work? What other systems
are critical for their success?’ Answering even these
basic questions sheds insight into the potential need
for mobile CRM or critical business processes that
require integration to CRM such as order-to-cash.
Profit: What helps keep
Oracle ahead of the curve
in terms of delivering CRM
products and services?
Woollen: One of our key advantages is our
industry-driven expertise. We have a proven set of
technologies that are open and standards-based, and
we have been investing in world-class applications.
Also, through Oracle Application Integration
Architecture, we are able to deliver true out-of-the-
box, end-to-end business processes. Another key
element is the fact that you can have your CRM
delivered on demand, on premise, or both ways
through a hybrid approach. This is very valuable to a
lot of companies and we are unique in being able to
offer this sort of comprehensive approach that we call
“complete CRM.”
Profit: How has the advent of
social networking changed
the landscape of CR?
Woollen: One of the biggest trends for our B2B
customers and even more so for our B2C customers
is the evolving nature of who has the most control in
the customer relationship. It used to be a top-down
relationship that was controlled by the companies.
Now with these community-based entities that
exist on the Web, such as MySpace, FaceBook
and hi5, it’s not just customers who are demanding
information from companies. In many cases it’s
the customers who are talking amongst themselves
and asking one another for references and pricing
information. Suddenly there are influences that are
outside a company’s control.
We think this huge change needs to be reflected
in the CRM strategies and systems customers
put in place. This is why we’ve made significant
investments in social CRM. Our new social CRM
applications – Oracle Sales Prospector, Oracle
Sales Library and Oracle Sales Campaigns – enable
communities of employees, partners and customers
to collaborate with one another flexibly yet securely.
By harnessing the power of these social networks,
companies can increase sales productivity and engage
in conversations with their customers.
Reprinted from Profit: The Executive’s Guide
to Oracle Applications, November 2009
By harnessing the power of these social networks,
companies can increase sales productivity
and engage in conversations with their customers.

WINTER 2009

FEATURES

10

An Iconic Approach to Information Lifecycle Management
When IKON Office Solutions migrated to a new Oracle E-Business Suite, they achieved a six-month return on their Information Lifecycle Management (ILM) investment. Learn how using effective life cycle management of their application data lowered storage and database costs, improved performance and ensured confidentiality. – by Anil Roy

10

14

An Oracle Business Intelligence (OBIEE) Case Study
A discussion of the pros and cons of modifying an out-of-the-box Business Intelligence (BI) solution vs. building your own system, the final decision that was made and how it was implemented. – by Janet Heubner

14

OAUG LEADERSHIP
2 4 6 8 OAUG 2009 Star Partners OAUG 2009 Board of Directors President’s Perspective OAUG Viewpoint

GLOBAL SOLUTIONS
19 Top 10 Ways to Make the Most of Your OAUG Membership
Why join the Oracle Applications Users Group? These ten reasons sum up the opportunities to get involved and benefit from the OAUG’s mission to educate, network and influence.

OAUG GEOS & SIGS
30 31 32 Geo Update Geo Spotlight: Florida Oracle Users Group (FLOAUG) SIG Update 20

Oracle Payables Setup and Usage: Tips to Build Department Efficiencies Without Customizations
Benefit from the numerous features one company has implemented in Oracle Payables to improve accuracy and efficiency within their accounting department. All features covered are standard Payables functionality. – by Anne Marie George

OAUG CONFERENCES
26 27 OAUG Fortifies User-Focused Programming at Oracle OpenWorld 2009 OAUG Recognizes Oracle Employees for Outstanding Service 24 OAUG 20th Anniversary Timeline
Join the OAUG to celebrate 20 years in 2010! We’ll be marking this tremendous milestone with activities throughout the year. Be a part of history and help us begin to write the story for the next 20 years.

ORACLE DIRECTIONS
42 Powered by Social Networks: Oracle’s Social CRM Products are Helping Enterprises Make Deep Customer Connections

GLOBAL USERS
38 40 New and Returning Members OAUG Member Snapshot: Mohammed Thameem Rizvon

TABLE OF CONTENTS

o a ug . o r g

1

oaug star partners star partners FIVE-STAR PARTNERS

FOUR-STAR PARTNERS

The OAUG Star Partner program gives Associate members a bundled approach to active, integrated participation in the OAUG community. The program combines membership, advertising and conference benefits into a value-priced package that delivers recognition, premium advertising opportunities and outstanding conference visibility.

For more information on the OAUG Star Partner Program, please contact Denise Quashie, OAUG director of strategic relations, at +1 404.760.8159, or via e-mail at dquashie@oaug.com. (list updated as of press time)

2 2

O A U G LLEEA D EER SSH I IPP OAUG AD R H

Loftware Mercury Technology Group Motion International OneNeck Ponder Pro Serve Sierra Atlantic. A Calsoft Company oAppsNET Vortex Consulting. LLC Innowave Technology Jaros Technologies Corp.THREE-STAR PARTNERS TWO-STAR PARTNERS TWO-STAR DEMO PARTNERS Global Analytics KBACE Technologies Optimum Solutions Project Partners. Unibar. o r g 3 . usability. maximize their investment. Inc. LLC Finit Solutions FulcrumWay Inatech Solutions Ltd. Inc. Participants in the OAUG Star Partner Program represent some of the most experienced and most successful providers of services and solutions to the Oracle users community. Inc. LLC The OAUG Star Partners are a vital force in supporting the OAUG's mission of providing Oracle Applications users the tools required to enhance their productivity. System Efficiency UC4 Software. Solix Technologies. TWO-STAR PARTNERS Appssurance C3 Business Solutions Chain-Sys Corporation Data Intensity Hexaware Technologies Ideametrics. o a ug . Inc. RISING-STAR PARTNERS Accelatis. Inc. and support of Oracle Applications. and influence the quality.

Recruiting in any form during conferences is strictly prohibited. Patrick Gresham Chick-fil-A Joe Imbimbo Carnegie Mellon University Anne Ristau FMT Systems Tony Trommello Burlington Coat Factory 4 OAUG LEADERSHIP o a ug . fax: +1 404. Graphic Design To contribute to OAUG Insight. Acceptance of advertising is for the benefit and information of the membership but does not constitute official endorsement of the product or service by OAUG. This restriction applies to information in the Online Membership Database. Calif. Third row: Ray Payne. GA 30305 cforce@oaug. OAUG Vice President O2Works Betsy Rothwell. Hughes. Unauthorized copying or redistribution of this information or use of company or contact names for recruiting or direct marketing purposes is strictly prohibited and could result in suspension of OAUG membership. veracity. lists of volunteer coordinators. Tony Trommello. Communications Manager O’Neill Communications. Jan Wagner. Mark Clark. 2009 Oracle Applications Users Group (OAUG) Board of Directors. Ray Payne. or obtain advertising information. its article writers. No part of this publication may be reprinted or reproduced without the prior written consent of OAUG. Redwood Shores. OAUG President The Johns Hopkins University Applied Physics Laboratory John Bushell. OAUG Executive Vice President JT&M Bushell Mark Clark. employees. Hughes. officers. make no warranty for the accuracy.oaug board of directors A Publication of the Oracle Applications Users Group 3525 Piedmont Road. nor do they have any responsibility or liability for any losses or damages incurred as a result of reliance on any information provided herein or from the use of any program or program segment discussed herein. Inc. Second row: Carol Conine. Anne Ristau. oaug. OAUG is a registered trademark of the Oracle Applications Users Group.0897. OAUG Treasurer Ontario Ministry of Government Services Karen Brownfield.240. send letters to the editor. John Bushell. Patrick Gresham. Patricia Dues. LLC Jan Wagner. Joseph Imbimbo. OAUG. Betsy Rothwell. Suite 300. Building Five. Suite 300. and members and Oracle Corp. Oracle and Oracle Applications are trademarks of Oracle Corporation. directors. OAUG Insight is designed to provide members of the Oracle Applications Users Group with organizational and other information. Recruiting Policy: Contact information (on OAUG’s Web site or elsewhere) is provided to OAUG members for the sole and express purpose of enhancing members’ ability to network with other members. The information published herein is subject to change without notice. David Ferguson. and any other member contact data. Copyright © Oracle Applications Users Group 2009. Any other trademark cited herein is the property of its owner. Immediate Past President NATO Steven R. or completeness of any information herein. First row: Karen Brownfield. Executive Director Oracle Applications Users Group Carol Conine Carnival Corporation & PLC Patricia Dues City of Las Vegas David Ferguson Diebold.0998 e-mail: membership@oaug. Atlanta.org Steven R.com Photographs appearing throughout OAUG Insight courtesy of Meeting Expectations.com. Executive Director Cindy Force. Atlanta. GA 30305 phone: +1 404. lists of attendees at OAUG conferences. Building Five. Managing Editor 3525 Piedmont Road. agents. contact: Cindy Force. All rights reserved. OAUG assumes no responsibility for any errors that may appear herein. The opinions and viewpoints published herein are not necessarily those of OAUG. OAUG Secretary Solution Beacon. o r g .240.

.

the OAUG Middle East Oracle Applications Users Group was launched at the first OAUG Connection Point® – Dubai conference. recorded sessions represent inexpensive and convenient learning options.co m 6 Perspective on 2009 Another year has gone by quickly. Although facing challenges posed by economic turmoil and the last-minute swine flu scare. This move by Oracle was largely the result of the OAUG Customer Support Council’s close. more than 150 hours of recorded content and accompanying materials from the COLLABORATE 09 – OAUG Forum are available.president’s perspective a Ra y Pa y ne O A U G P res id ent r p a yn e @o aug. Some of the many OAUG accomplishments in 2009 include: Early in 2009. efficient and inexpensive way to find Oracle talent and provides job seekers an invaluable resource for searching and applying for jobs. This new group in the Middle East brings an energy and dedication to help Oracle users connect with each other and with Oracle. OAUG LEADERSHIP . Oracle waived Extended Support fees for a number of its major product lines through 2010 and 2011. While attendance was down slightly from past years. networking and interaction with Oracle. New in 2009. Yet. the COLLABORATE 09 – OAUG Forum was again a tremendous success. Whether you were unable to attend COLLABORATE 09. the Oracle Applications Users Group (OAUG) has provided even more ways to gain value from membership in the OAUG. or did attend and just want to share your favorite presentation with a colleague. The OAUG’s geographic (Geo) and special interest group (SIG) grassroots communities hosted more than 350 meetings or conference calls in 2009 to facilitate education. The new OAUG Job Board provides hiring organizations a fast. Plans are already underway for the 2010 OAUG Connection Point® – Dubai. March 17-18. participants reported that their learning and networking experiences were of the highest quality and value. ongoing relationship with and strong advocacy to Oracle Support. although it has been a year full of challenges and uncertainties.

and best practices adaptation of Oracle Applications. The OAUG Fusion Council keeps OAUG members apprised of the status of Oracle Fusion Applications and provides ongoing eLearning sessions to outline steps users can implement today to prepare for Oracle’s Fusion Architecture. Still the ultimate. Ray Payne To access the OAUG’s various resources.org. board members and staff that we have and will continue to be creative and persistent in serving members needs and will remain strong and prominent in the Oracle users community. Nev. Plan to join us there to celebrate. look back. With a focus on the products and services that can improve performance in an Oracle environment. and the OAUG Knowledge Factory™ is no exception.The OAUG. While not an exhaustive list of accomplishments. 2010. o r g 7 . now offers an extensive curriculum of Oracle Applications Workshops to deliver expert-led training along with business perspective. If you have suggestions about additional resources the OAUG might add to its portfolio of member benefits. problem-solving techniques. real-life examples. collaborative knowledge sharing resource for Oracle Applications users. the OAUG Knowledge Factory now brings you even more robust features and content. Looking ahead to 2010. network and learn. visit the OAUG Web site at oaug. it is only through the combined efforts of the OAUG’s volunteer leaders. Regards. top-ten lists and more. please contact me at rpayne@oaug. in partnership with IT Convergence. hands-on exercises. And. Technologies and tools evolve quickly. look forward. April 18-22. o a ug .com. in Las Vegas. I must say that in a year when so many factors posed obstacles. case studies. the OAUG has a lot to show for its efforts. the 2010 OAUG Buyer’s Guide is chock full of how-to guides. let’s not forget that the OAUG will reach a significant milestone – its 20th anniversary! We will be celebrating this tremendous accomplishment all year long. and the highlight of our celebration will be at COLLABORATE 10: Technology and Applications Forum for the Oracle Community. the 2010 OAUG Buyer’s Guide made its debut. More than just a list of vendors.

Together. H ughes OA U G Executive Director s h u g hes@o aug. execution and continued growth of the annual COLLABORATE conference. and developing the Star Partner Program to provide OAUG Associate member organizations with an active way to participate in the OAUG community. I look forward to working with everyone to reach new milestones in serving and delivering value to the Oracle users community. additional global contacts and strong levels of interest in our annual conferences. The OAUG organization has always held a significant place in my life. educational forums and networking events. Some of the great achievements I was most proud to be a part of include: the strengthening of OAUG’s relationship with Oracle. and I am excited to again be aligned with the talented and dedicated leaders who have built this organization to be what it is today. we reached many OAUG milestones including increased membership.oaug viewpoint It’s Good to be Home i 8 It is with great pleasure that I accept the position as the OAUG’s executive director.co m Steven R. It has been a privilege serving one of the software industry’s most prominent users groups. Hughes OAUG LEADERSHIP o a ug . launching the OAUG Web site as a forum to inform. and we look forward to adding new. I fully expect the OAUG will continue to expand its global outreach while the Oracle community at large continually grows in visibility and recognition. As many of you may remember. creating the Oracle Community Integration Initiative to reach out to groups representing applications users associated with companies acquired by Oracle. o r g . During that time. I previously served in this position from 2002-2007. educate and connect members. During the past two years. As the OAUG prepares for another year of successful programs. These accomplishments continue to benefit the OAUG and its members. we watched the Oracle community grow tremendously. S t e ve n R . the development. I have stayed connected with the Oracle users community and served as a part-time consultant to the OAUG. Regards. and it is good to be home again. I want to thank you all for your continued support of the OAUG and your commitment to ensuring its strong voice within the worldwide users community. successful initiatives to the mix.

you can: Exhibitor & Sponsor Opportunities Reach your target audience by partnering with OAUG.com . The COLLABORATE 10 — OAUG Forum allows you to design your educational experience from over 400 user-led sessions for: Oracle E-Business Suite Siebel MetaSolv PeopleSoft Oracle Communications Hyperion …and the rest of the growing family of Oracle Applications! Plus.COLLABORATE 10: Technology and Applications Forum for the Oracle Community April 18-22. the Oracle Applications Users Group (OAUG) and Quest International Users Group (Quest) — join forces to offer in-depth education and exclusive networking opportunities. almost all sessions and events presented by the three users groups are available to you — nearly 1. 2010 Mandalay Bay Convention Center Las Vegas.collaborate10. Register early for the best rates! oaug. Nevada USA Mark your calendars for COLLABORATE 10! Three major users groups — the Independent Oracle Users Group (IOUG).000 in total! At this year’s conference.

and Adam Wilson. Inc. For us.. When the program was completed. each of the geographic regions in which IKON operates was being migrated to this latest version of the E-Business Suite. Inc. exponential growth in data throughout the data life cycle. it’s necessary to scroll back a couple of years.8 terabytes of capacity. I led a team that cracked the conundrum of spiralling data growth.oaug feature It’s not often that the people in IT are referred to as “heroes. organizations: the need to combat the never-ending. To understand how the company achieved these savings. Informatica Corporation. and when it became clear that our total database size could soon reach 80 terabytes. Approximately every six months. That action involved an innovative application Information Lifecycle Management IKON Office Solutions Achieves Six-Month Return on ILM Investment Associated with Oracle E-Business Suite Implementation. As director of Oracle operations and support for this leading document management systems and services provider.5. which saved a total of 18. Director of Oracle Operations and Support. Migration to a new Oracle E-Business Suite platform further impacted data growth rates.9. IKON Office Solutions. a Ricoh company (IKON). Information Lifecycle Management. data growth was emanating most apparently from the migration to a new Oracle platform: the Oracle Applications E-Business Suite 11. By Anil Roy. Senior Vice President and General Manager. the system provided up to 13. action needed to be taken before the company’s storage infrastructure was overwhelmed. IKON was facing a crisis similar to so many other 10 OAUG FEATURE . It also led to a return on the ILM investment in only six months.000 concurrent users with access to the latest enterprise resource planning (ILM) solution.” But that’s exactly what happened to our team at IKON Office Solutions. reduced the backup window by 25 percent and helped avoid future costs by eliminating spending on additional capacity..

quite concerned over how these changes would impact our customers. testing. In almost every area we looked at as part of the evaluation process. customer-facing operations. receivables and advanced supply chain planning to service contracts. comprehensive test data management. like module coverage. An increase in demand for the firm’s copiers. targeted databases from large. call retention time – which is the time our customers have to wait on the phone – might rise by a considerable amount. Equally. ranging from account payables. We examined several alternative ILM solutions to tackle the problem. influencing the expansion of transaction-intensive Oracle modules. Once copies of the production databases were taken into account. we forecasted that order entry time would rise from the preferred 15 seconds to as Effectively Managing Key Phases of the Application Data Life Cycle IKON deployed Informatica Data Subset and Informatica Data Archive to effectively manage the various phases of the company’s application data life cycle – from testing to archiving. Informatica Data Subset is a flexible enterprise software solution that automates the process of creating smaller. the total database size might soon reach 80 terabytes – accelerated data growth that would quickly overwhelm the company’s storage infrastructure. impact on the batch window. field service and purchase order. order management and purchasing. lead to higher infrastructure costs and impact the backup and cloning times.” Data Growth Overwhelming the Storage and Database Infrastructure It was apparent to my colleagues and I that the footprint for these transaction-intensive modules would grow at up to two terabytes per year. It was abundantly clear that these issues would potentially affect our day-to-day. For IKON. “The Informatica application ILM solution enables IKON to replicate user-selected application data quickly and easily from IKON’s production systems into lean. printers and document management software and systems played a part in this data growth. only a small subset of the data was typically necessary to complete these activities.oaug insight winter 2009 (ERP) functionality. is an essential ingredient of effective development. despite the test copies demanding significant storage capacity. Another area also brought the problem of growing data volumes into sharp relief: the creation of copies of the Oracle production environment. Our capacity planning forecasts showed that the Oracle transactions might rise as much as 10 times. test and training environments. We were. o a ug . o r g 11 . training and deployment. complex data stores. There would be a serious impact on performance and user response times. therefore. IT organizations can dramatically reduce the amount of time. Moreover. However. based on representative real-world test data sets. such as order management. “lean” copies of production data. to cost and ease of implementation. Informatica displayed vision and breadth of knowledge. Because of this. non-production systems such as development. much as one minute. Informatica scored significantly higher. From functional capabilities. and the ability to handle changing archive policies. effort and disk space required to support non-production environments. With referentially intact. the exponential data growth would increase system maintenance.

meanwhile. IKON has more recently introduced Informatica Data Archive to identify and move inactive Oracle data to another database instance for longer retention.” — Anil Roy. The software enables IT teams like ours to easily and safely archive application data – including master. IT organizations use Informatica Data Subset to untangle complex transactional systems. non-production systems such as development. recovery and upgrades faster and easier. enabling us to achieve a full return on our investment in only six months. and it helps avoid future costs by eliminating future spending by IKON on additional capacity.5 terabytes. Following this success. It also improves application performance and minimizes management and infrastructure upgrade costs. By reducing the size of the production instance. director of Oracle operations and support. especially the Oracle Applications E-Business Suite. testing and training environments. reference and transactional data – and then readily access it when needed. test and training). The company has four test instances (including development. Instead of having to hand-code individual business objects and processes – which is expensive. Application-specific business rules enable IT teams to maintain data integrity after it has been archived. A Total Saving of 14 Terabytes Using Informatica Data Subset. Based on a current production database of seven terabytes. IKON Office Solutions.“Informatica is saving In development. IKON has downsized the copy using Informatica Data Subset to 3. Using Data Archive. high-quality application data instead of having to create a full system or database copy. Informatica Data Archive makes backup. Informatica Data Archive. resource intensive and time consuming – Informatica also allows us to reuse data objects for data selection and updating processes. it speeds delivery cycles by decreasing our test and development cycle time and enabling more cycles within existing timeframes. This has enabled the company 12 OAUG FEATURE . Informatica is saving IKON significant dollars over the lease term. it automates the creation of smaller databases. IT teams use Informatica Data Subset to quickly replicate and refresh production data with only the most relevant. The Data Subset solution reduces our costs by shrinking the footprint of non-production environments. Then. which further reduces our overall total cost of ownership. realistic. Retention policies for the transaction-intensive Oracle E-Business Suite modules have been agreed with the business users. test and training environments. IT organizations can identify and move inactive data to another online database or to a secure. Moreover. separating out only functionally related data. we use Informatica Data Archive to archive modules in the production instances with the largest volume of transactional data created on a daily basis. making a total saving of 14 terabytes. — IKON significant dollars over the lease term. Inc. our team is able to replicate user-selected application data quickly and easily from IKON’s production systems into lean. is used by IT organizations to cost-effectively manage the explosion of data volumes in a wide variety of enterprise business applications. enabling us to achieve a full return on our investment in only six months. compressed file. to dramatically reduce the time and disk space required when compared with creating a full system/ database copy. In divestiture or corporate reorganization scenarios.

He has also previously worked in high-tech start-ups and has been recognized with numerous Oracle Innovation awards for implementation of middleware products. And database performance is now well within the levels agreed with the business. Moved inactive Oracle data to an online or off-line format for longer retention. For example. equivalent to an ROI in only six months. Ensured performance SLAs are met. non-production systems. Reduced backup window from up to eight hours to six hours — a 25 percent savings. and the size of the history is 800 gigabytes. Helped avoid future costs by eliminating spending on additional capacity. Saved 14. he has held numerous development. a Ricoh company. Adam Wilson is the General Manager for Informatica’s Information Lifecycle Management Business Unit. we’re an anonymous hero here in IT. lowering application total cost of ownership. o r g 13 .com. Contact Adam Wilson at awilson@informatica. and marketing leadership roles within the company. improves performance and ensures confidentiality. Reduced the time and disk space required when compared with creating a full system/database copy. a Fortune 500 company. Ministry of Finance (Anguilla). so the total space saved using Informatica Data Archive is 4. improving performance. Accelerated delivery cycles by decreasing test and development cycle time. mitigating risk and ensuring regulatory compliance. Managed the various phases of the company’s application data life cycle. The effective life cycle management of our application data lowers storage and database costs. Dividing data into subsets has also helped the IT team understand more clearly the value of regimented cloning procedures.8 TB of Capacity Informatica Data Archive has transformed the size of our production environment. a developer of mobile applications that provided integrated. thereby ensuring customer response times and order entry processes take place as quickly as they should. Replicated user-selected application data readily from production systems into lean. the production environment is currently seven terabytes. Significantly reduced costs.oaug insight winter 2009 Informatica Data Archive Saves 4.8 terabytes. product management. other benefits abound. Wilson co-founded and served as COO of Zimba. By reducing the size of the production environment. We have six full-size instances. and served as senior consultant for Singapore Airlines. Roy held senior technology positions at Infosys Technology.com. Helped the IT team understand the value of regimented cloning procedures. Contact Anil Roy at aroy@IKON.TB of capacity using subsets of data and 4. Thanks to Informatica. the backup window has been reduced from eight hours to six hours — a 25 percent savings. A long time employee of the company. real-time access to corporate. o a ug . Prior to joining IKON. Before joining Informatica. Besides the cost savings and smaller database size.8 TB by archiving. personal and business partner information. About the Authors Anil Roy is Director of Oracle Operations and Support for IKON Office Solutions Inc.

We are now running version 11. Since then we have added Fixed Assets. The major benefits of the suggested approach include a quick release. In 2008. Oracle Applications Developer. HR and Payroll modules. we began looking into business intelligence solutions. This article covers the selection of the tool and the implementation approach.5. Gallup Modify Out-of-the-Box or Build Your Own? G allup released a new business intelligence solution in 2008. We 14 OAUG FEATURE .oaug feature An Oracle Business Intelligence (OBIEE) Case Study By Janet Huebner.2 of those applications with 40 operating units in 31 different countries. The objectives of this article are: 1) to pass along knowledge gained during a successful business intelligence implementation. Project Accounting. The focus is on sharing lessons learned that would be useful to others considering an implementation. Background Gallup has been an Oracle Applications user since 1996 when we went live with Oracle Financials.10. Cash Management and CRM. when we added CRM. incremental addition of data and the majority of report development done by the users rather than the technical team. and are currently implementing Project Management. 2) to provide an alternative to purchasing a pre-built system or spending a lot for consulting. 3) to initiate an exchange of ideas and make contacts with others involved in similar initiatives.

To me. we looked at Oracle Business Intelligence Enterprise Edition (OBIEE) because we were told that was the future direction of BI at Oracle. its quick out-ofthe-box reports made it a good short-term solution until we could implement a more robust system. o r g 15 “ . they are very expensive. Also. It comes with quite a few pre-built dashboards and can be licensed independently for many Oracle modules. First. It adds only a small cost to the base OBIEE price. and because OBIEE is extensible. CRM sales information is only available for prior periods. Although these shortcomings made it a bad option for us long-term. The system only supports up to two user selected currencies.” The name is a bit confusing because Oracle has several different things they refer to with that name. Understanding and then modifying the Fusion repository and the materialized views it uses is at least an order of magnitude more difficult than a simple direct extraction from the relational database base tables.” We have some developers on our team that have been working with the Oracle Applications for many years.oaug insight winter 2009 learned a lot during the process. Since we had just spent a lot of money on the OBIEE product. it felt a bit like forcing a square peg into a round hole. but hopefully something we learned can apply to every reader. So. we were reluctant to settle for a ‘retrofit’ solution. a new alternative was presented by Oracle – Oracle BI Applications. It is extremely complex and seemed that it would be very hard to modify. but the BI Apps have their own downsides. o a ug . it really felt like “the long way around. Had they built the views with OBIEE in mind. however. They too are built on top of OBIEE. The positives are that it is relatively inexpensive and provides out-ofthe-box functionality. In this case. We were new to BI and wanted to start with a clean and maintainable solution. This article aims to share what we learned and explain the choices we made. trying to determine how to add the missing pieces. Since those were our biggest needs. It is built upon a set of materialized views that are configured through the application. this seemed like a natural fit Daily Business Intelligence (DBI) was the first option we investigated. which is not acceptable for Gallup’s reporting because we operate in over 30 countries around the world. we could add those things that were missing. Every company has different needs and different available resources. in that way it was a big improvement. and the main functionality we want out of CRM is the ability to report future sales estimates. The biggest drawback. Fusion refers to a pre-built OBIEE repository that makes use of the same materialized views used by DBI. However. Then. is that the user is not able to customize the data that is available for reporting. The positives are that it is relatively inexpensive and provides out-of-the-box functionality. We know where to find the data we want to report. “ Oracle Business Intelligence Options Daily Business Intelligence (DBI) was the first option we investigated. We began looking into the Fusion repository. The data structures in the views did not lend themselves to the OBIEE architecture. My impression is that Oracle is trying to get some reuse out of their DBI product. Initially. When we realized that DBI was not a good longterm solution for us. Also. so what has worked for us might not be right for everyone. but designed specifically for it. OBIEE is an expensive product and we did not have anyone in house that knew how to use it. the views would have been structured much differently. this was also not a good fit for us. because we had already implemented DBI and it provided a fair percentage of what we needed. Initially we looked into using a companion product called “Fusion. and second the Project Accounting and CRM marketing pieces were not yet ready.

With approach B. and you would still have a fixed number of currencies. It’s not an argument that can ever be won by either side. “Why can’t we just build our own repository?” We know the data and we know the way we use the data. each revenue number is pre-calculated in a second currency. Adding a conversion table would be difficult because you would have to provide a new logical field for every existing fact. two currencies. (See Figure 1. or try to incorporate a conversion rate table similar to the custom approach. we did. By contrast. . there would be a couple options. “Why can’t we just build our own repository?” We know the data and we know the way we use the data. You could either add additional currency columns and 16 OAUG FEATURE “ So. The work already done to calculate the second currency would be wasted. If we could do that. any pre-built reports and dashboards would have to be updated to take advantage of your new fields. a conversion rate dimension is linked to the revenue fact by date. Also. “ logical field simply defines revenue as the amount from the fact table multiplied by the conversion rate. what about all the arguments in favor of the “buy” approach? Did the long term benefits outweigh the promised short term “quick wins?” The only way to know for sure is to build it.Buy and Modify vs. the obvious question became. So.) With approach A. It’s funny how a statement like that seems all but obvious to software architects but is completely counter-intuitive to the user community. So. not any pre-built content. that’s where we would get the big win. That idea met with a lot of skepticism from consultants and even some of our own user community. and a Our Choice It became clear to me that the real benefit of OBIEE is the tool itself. Adding columns would be difficult because you actually have to modify the tables. it is that building a desired solution from scratch is almost always easier than converting a solution that doesn’t fit your requirements into one that does. the obvious question became. The point here is not that approach B is better than approach A. ETL and repository. simply building from scratch using approach B is far easier. OBIEE has a clever way of letting you define your data sources then configure them into an easy to understand presentation layer. however you are limited to just the Figure 1 – Approach Comparison pre-calculate them when loading data. I knew our users could build all the reports they needed as well as do the “one-off’” data mining tasks that are currently performed by the technical team. If we could pull that off. if you purchase a pre-built solution using approach A and need to extend it to support additional currencies. even a 50 percent solution?” Well. Following is an example to illustrate the point: Let’s use a simple fact “Revenue” and compare a prebuilt repository based on a data source which has revenue in two currencies to a custom repository which uses a ‘convert to any currency’ approach. Build Example So. the answer seemed simple to me: modifying something that is very complex and changing 20 percent of it is much harder than building something elegant and simple 100 percent from scratch. But. “Why wouldn’t you use a readily available 80 percent solution? Or. A user prompt selects the desired currency.

It is surprising how quickly available functionality grows. Also. Best of all. when you add new facts. After that. receivables and some HR data. and steps five and six by the user reporting group. the growth process is much easier. in three months.oaug insight winter 2009 5. The design has proven to be very easy to extend. which contained the new CRM data we needed to go live with that module. 3. project accounting. For example. The schema definition is a big piece of the technical work required for a system like this. as well as the story they’re trying to tell with it. Figure 2 shows the general iterative process used. The installation and administration were absorbed by the single Oracle Applications DBA that has supported our system for several years. with the Phase I subset highlighted. Since it is available as a concurrent program. It Can’t Be That Simple The complete schema for our OBIEE data source is included as an appendix (pages 34-36). Our simple star-schema data source is refreshed twice daily with a pl/sql program that is scheduled as a concurrent program. Likewise. They know their data best. they too are able to do what they do best. Think of it like compound interest – each addition adds more than the last one because there is already more there for it to work with. 1. If you keep common dimensions across all your facts (or at least as much as possible). but much more valuable. along with about one eighth of a full time DBA. Define the Logical Layer 4. 4. Figure 3 (on the next page) shows the physical data model. we got the big win we wanted – our users have formed a report team and developed 100 percent of the reports and dashboards currently in use. you need to write some kind of program or ETL to fill it with data and build a repository to give the report builders access to the data. DB 2. Define the Presentation Layer 5. Build the Data Model. Build Reports Figure 2 – Iterative Development Process 6. Dim Dim Fact 1. users can run it additional times o a ug . Define Tables in Physical Layer Dim Dim 3. when technical people build maintainable and expandable systems and are removed from constant report update and user query responsibilities. From there. Dim Dim Fact 2. I think that really is the key concept to keep in mind when designing. When the technical person is removed as a “middle man” they thrive. adding an organization hierarchy to a model with 20 facts is just as easy as adding it to a model with only two facts. Since then we have added GL. Build Dashboards Over the past year and a half we have dedicated only about one third of a full time developer to the task. 6. you get to use all existing dimensions with it for free – as long as you keep common dimensions. with steps one-four being performed by the technical team. The Results We implemented a Phase I of our custom OBIEE solution. o r g 17 . additional facts and dimensions have been added in an iterative manner.

Why is Oracle’s schema so complex. “ I would guess that when most data savvy programmers look at the attached schema. the answer is that we only have to build for one customer – ourselves.XXDW_GL_COMPANIES XXDW_GL_ACTUALS XXDW_TIME XXDW_GL_BUDGETS XXDW_REVENUE XXDW_COSTS_DETAIL XXDW_CONTRACTS XXDW_VISIBILITY XXDW_COST_TOP XXDW_AS_OF XXDW_COSTS XXDW_OPPORTUNITIES XXDW_REV_PROJECTIONS XXDW_LEADS XXDW_PLAYERS XXDW_PROJECTS XXDW_RECEIVABLES XXDW_PARTNERS XXDW_PARTNER_GOALS XXDW_CLIENTS XXDW_EVENT_POLLING XXDW_GL_DIVISIONS XXDW_GL_LINES XXDW_EXPENDITURE_TYPES XXDW_CONV xxdw_organizations. There were quite a few “gotchas” that had to be figured out along the way. Financials and more recently Business Intelligence. Janet Huebner. Huebner has 24 years of software engineering experience. “It’s so simple. most will think. specializing in Project Accounting. I’m convinced it was far easier.organization_id = xxdw_revenue. But when compared to what it would have taken to get to the same place by modifying one of the Oracle pre-built solutions. 18 OAUG FEATURE “ . It wasn’t. get the general idea.” However. We Conclusion I don’t want to imply that building a custom OBIEE reporting system was easy. takes only about seven minutes. I’m sure no other company out there can take the attached schema and make it work “as is.” just need to make it support the data we use and the way we use it.party_id XXDW_SIG XXDW_CLIENT_OWNERS PHASE 1 Figure 3 – Physical Data Model Diagram when needed. I would guess that when most data savvy programmers look at the attached schema. defining success as being able to provide a maintenance free extensible solution. That can’t be all there is. I hope some can look at it. She is part of Gallup’s in-house Oracle Applications Team (OAT). much cheaper and resulted in a much more maintainable and expandable system. an Oracle Applications Developer with Gallup.organization_id XXDW_ORGANIZATIONS XXDW_SALES_GROUPS xxdw_clients. which has successfully upgraded several major releases and provides technical support and enhancements for a variety of application modules in use in 30 countries worldwide. including more than 12 years of experience with Oracle Applications. and build one for their own system and the way they use it. That can’t be all there is. A complete data refresh. Her passion has always been finding elegant solutions to difficult problems. has focused her technical career on large-scale software systems and databases. if this is all that’s really needed?” Well. Oracle has to provide a solution that fits all of their customers – a MUCH more difficult task. which includes the current month or two of all facts and the entire set of all dimensions. most will think. “It’s so simple.party_id = xxdw_projects.

product development or usability? Let us know! With the support and strength of the unified OAUG community. and more.org Questions? Contact OAUG Membership Coordinator Katie Truex at 404. Submit a white paper and speak at one of our conferences. here’s an idea: submit a nomination for one of the OAUG’s yearly awards – Member of the Year and Innovator of the Year. Many sponsorship opportunities are available throughout the year! Whatever you choose. An award is always a great form of acknowledgement for a job well done! Search for talent. how-to guides and much more – take advantage of this 24/7 access to information. task forces and councils. it not only offers a great opportunity for exposure. 1 2 3 4 5 6 7 8 9 10 Equip your entire team with knowledge and skills. We rely on volunteers to contribute their talents and make the OAUG what it is today! Showcase your company’s products and build your brand. . . insight from other users. If you would like an opportunity to recognize your company or a client. but a way for company reps to network with industry professionals. we have an outlet! Volunteer. Networking . Whatever your interest. Associate Members can list their company in the OAUG Buyer’s Guide – the industry’s comprehensive index of proven business tools. Share knowledge. The OAUG Web site is filled with great tools – tips and techniques. your voice will be heard by Oracle. vendor awareness sessions. Come together to network with other users and experts to discuss and share ideas covering many diverse topics. A list of Geo and SIG groups and upcoming meetings can be found on the OAUG Web site. Need to fill a position? Post a job on the OAUG Job Board to find great talent that will fill your existing needs! It’s also simple for job seekers to post resumes. shortcuts to success. Influence o a ug . share your expertise as a panelist at a Geo or SIG meeting. There are lots of great ways to get involved in the OAUG through different committees. revolutionary approaches. emerging ideas and expert-delivered services. convenient eLearning presentations.com. Have a great idea about an Application enhancement. o r g 19 . Your OAUG membership allows for an unlimited number of contacts.global solutions oaug insight winter 2009 Top 10 Ways to Make the Most of Your OAUG Membership Share the wealth. Or. specialized boot camps.760. Make sure everyone on your team has created a membership profile and is taking advantage of all the valuable education. Join the conversations via the OAUG Knowledge Factory™ to discuss and share what is going on in the world of Oracle Applications. . Tap into a wealth of knowledge and experience via user-driven conferences.2876 or ktruex@oaug. Put yourself in front of Oracle leadership. oaug. Get recognized. Attend a local Geo meeting in your area or SIG meeting. networking and advocacy opportunities the OAUG has to offer. . Education . Log in.

Sealing Devices is a privately held family owned business that was founded in 1963 in Lancaster. time saved and amount of times used. Our primary business is the manufacture and distribution of gaskets. Sealing Devices’ accounts payable department consists of two full-time employees who process more than 29. our accounts payable department has been able to process continually increasing additional invoices with no additional headcount. Over the course of seven years. Controller. Order Management. CRM. By using the tips and features summarized in this article. The Manager rating in parentheses are the ratings that I gave each feature based on overall value to the financial area. our accounts payable department has been able to process continually increasing additional invoices with no additional headcount.000 invoices annually.global solutions ORACLE PAYABLES SETUP & USAGE Tips To Build Department Efficiencies without Customizations Ann Marie George.Y. o-rings. Sealing Devices Inc. This paper will cover the features we have benefited from the most. shielding and shielding materials with 2008 fiscal year revenue of $50 million. Sealing Devices has implemented numerous features in Oracle Payables to improve accuracy and efficiency within the accounting department. By using the tips and features summarized in this article. Sealing Devices’ accounts payable department consists of two full-time employees who process more than 29. Procurement and Planning modules. N. Sealing Devices implemented Oracle E-Business Suite in 2002 and is currently using Financials. All features covered are standard Payables functionality.000 invoices annually. TeleSales. Discrete Manufacturing. along with 20 OAUG SOLUTION . These tips are ranked by Sealing Devices’ Payables Department users according to the value.

each and every invoice that is entered for that supplier pay site will default to that distribution set. Any or all of the invoice line descriptions may be overridden. This allows users to expense items in the proper period as well as spread expenses over multiple periods. The future dated period feature Future Dated Periods (Manager Ranking #1) assigns fixed percentages to specific GL accounts. A skeleton distribution set assigns specific GL accounts but no pre-defined percentages. o r g 21 . USER TIP 5 Electronic Payments (Manager Ranking #9) USER TIP 2 Quick Match (Manager Ranking #7) Electronic payments are an efficient way to eliminate paper. This method bypasses a screen that asks for line or receipt specifics. One must only unmark any items that are not included on that invoice. USER TIP 4 Use of Distribution Sets (Manager Ranking #10) Distributions sets are established in Payables Setup > Invoices. When using a skeleton distribution set. When using a full distribution set. Enter 12 lines. Discoverer Reports lists. It is a quicker invoice entry method than the normal Purchase Order match in a couple of ways. There are two types of distribution sets: full and skeleton. The next step is to set up the Supplier Pay Site to be linked to a distribution set. in General Ledger set of books option. You will notice in many areas we have very different values associated with each tip. It also marks with a check box all line receipts received. This information is best used for audit tracking purposes. however. Annual software maintenance invoiced in January is spread over 12 months. Setup of supplier’s banking information. A reasonable setup could be to utilize 18 future periods. each with a separate GL period to spread expense. cut handling and postage costs. Once that is established. Batch electronic payments are generated and e-mails are automatically sent out to Suppliers notifying them This is used when matching an invoice to a Purchase Order. linking that information to the Supplier Pay Site and populating the Supplier’s remittance e-mail address are the key steps to starting this process. the General Ledger accounts are automatically populated in the distribution line. This matching concept is crucial in proper Accrual Accounting. Basic payment and banking information are created in a file that is later sent to our bank for prompt processing. yet unmatched receipts. the General Ledger distribution is automatically created. upon entering the invoice header and saving.oaug insight winter 2009 USER TIP 3 recognized savings coming from a previous ERP system. Filling in the description on the invoice header will default that information to each invoice line. and for details on short paid invoices for suppliers to see on remittance advices. There is an invoice description field on the invoice header and on each invoice line. The setup required to utilize future dated period can be viewed on the Accounting Tab in the Financial Setup options. saving time and keystrokes. USER TIP 1 Invoice Description and Line Description (Manager Ranking #5) allows users to enter future periods for GL distributions. A full distribution set of the remittance details. o a ug . and assure that the Supplier receives their payment. and all that needs to be entered are the dollars for each line. but may be more or less. Use the September GL period on the line distribution. It is set up. Examples where this feature is applied are: Attending a seminar in September and the invoice is received in May.

record $108 expense and a credit of $8 charged to use tax liability. the frequency of the invoice creation can be defined by the user. The “from” and “to” date of the invoice and the “due” date of the invoice are defined in this template. this feature allows the payables user to automatically create a freight distribution based on the to a Payment Term definition. Office rents. and invoices dated from the USER TIP 9 Use of Special Calendar (Manager Ranking #3) The Invoice Distribution line entry allows use tax to be recorded properly. stuff and mail. For example. enable the Automatically Create Freight Distribution Payables option. 22 USER TIP 8 Automatically Create Freight Distribution (Manager Ranking #11) OAUG SOLUTION . This template is then linked To set up this function. withholding tax. There are no postage costs. Once this information is entered into the template. On the Invoice Distribution line. the total number of invoices to be created over the life of that template is defined. At invoice data entry. The Special Calendar feature is created in Payables Setup > Calendar > Special Calendar. payment terms and key indicator reports. is also used. A full distribution set. This feature saves the need to manually enter separate invoices for each period of a recurring invoice. There is no tax billed on the invoice. There are fewer void and reissue situations. described in User Tip 4. an invoice is received for a $100 taxable supply item. These Special Calendars can be created for use with recurring invoices. When entering the Invoice in Payables. unvalidated invoices. yet it works for our company. fold. this can be used for a supplier whose terms are one percent 10th and 25th. the liability can be recorded without changing the total invoice dollar amount. but the capabilities exist to do even more. All of these save time and money. This is not necessarily intended Oracle functionality. USER TIP 7 Recurring Invoices (Manager Ranking #8) freight amount being entered on the special field on the header screen. car allowance and contract installment payments usually fall into this category.There are no paper checks to print. This method creates less confusion for the supplier than adjusting the amount remitted. Whether paying or not paying tax on an invoice. that is in turn linked to the Supplier Pay Site terms. Then enter a default freight account in the Payables Options window. First. record the $100 on the invoice header screen. This feature saves keystrokes during data entry and assures consistent charging of freight charges to one General Ledger account. weekly. This is a great feature for calculating Suppliers’ terms that fall outside the definition of normal Oracle Payment Terms functionality. This clearly records the expense at cost of $108. This feature allows the Payables USER TIP 6 Add Use Tax to Invoice Distribution Line (Manager Ranking #4) user to enter invoices for periodic expenses for which an invoice may not be generated. but there should be. quarterly or annually. There are no checks lost in the mail. When entering the recurring invoice template. Standard frequencies include monthly. For example. a recurring invoice template is defined using the special calendar feature described in User Tip 9. where invoices dated from the first through the 15th are due on the 25th. By adjusting use tax through the Invoice Distribution line. Required for recurring invoices. use tax is recorded and a strong audit trail is created for the Tax Department of proper Company liability. records the liability at $8 and remits the $100 invoiced amount to the Supplier. the user can create new.

Another benefit is that all steps of the process can be seen and managed from within Oracle. Once approved. month. by purchase order matching.. George was hired at Sealing Devices as Accounting Manager in 1984 and became Corporate Controller in 2002. N. the data entry is moved up in the process to the Employee incurring the expense. The payment of a lease deposit would be an example. ” o a ug . After working four years at a printing firm as accounting manager. The Payables department is not burdened with this data entry. o r g 23 . Users can establish how often this is maintained. Discounts can also USER TIP 12 Prepayments (Manager Ranking #12) ” Over the course of seven years. A prepayment is a type of invoice that allows you to make an advance payment to a supplier. with a Bachelor of Science . Whether you want to see activity by day. based on user predefined periods. The report can then be automatically imported into Payables invoices and validated to be ready for payment. Once turned on. Conclusion These are just some of the efficiencies to be gained by using Oracle Payables features. named Key Indicators Report. Later you would apply the prepayment to the invoice to offset the amount paid. The standard Oracle Payables report. Oracle notifies you if you have an available prepayment for the same supplier. These new lines could be used to correct General Ledger distribution accounts and/or to correct the General Ledger periods. Special Calendar requires continual maintenance in setting up additional periods.Y.. By allowing the change directly on the invoice. the line item expenses are reviewed by Payables staff.Y. the user defines this Special Calendar used exclusively for this Report. When applying a prepayment. biweekly or any other frequency. a lifelong resident of Lancaster.oaug insight winter 2009 16th through the end of the month are due on the 10th of the following month. Internet Expenses module enables employees to directly enter their business expense on a report and submit the report for approval. When entering a Standard invoice. Anne Marie George. USER TIP 11 Allow Adjustments to Paid Invoices (Manager Ranking #2) be taken on a prepayment. either manually or automatically. new distribution lines can be added to a paid payables invoice. graduated from Canisius College in Buffalo. N. This saves time and keystrokes. USER TIP 10 Use of Internet Expenses (Manager Ranking #6) separate correcting Journal entry to be done in the General Ledger application. By using Internet Expenses. summarizes activity in the Payables application.Accounting in 1979 and a Masters in Business Administration in 1984. All types of distributions can be entered on a prepayment. there is no need for a prepayment distribution type on the invoice and reduces the available prepayment amount. Oracle creates a negative amount This is a feature that can be turned on in the Setup > Payables Options > Invoice tab. it creates a good audit trail of changes made in Oracle that relate to a specific invoice. Sealing Devices has implemented numerous features in Oracle Payables to improve accuracy and efficiency within the accounting department. week. More importantly.

etc. On that day. The festivities kick off at COLLABORATE 10: Technology and Applications Forum for the Oracle Community. draws 110 participants and has a one page agenda.The OAUG Timeline MAY 1990 The initial meeting of what will become the Oracle Applications Users Group (OAUG) is held. what direction you’re taking for the new year. 1993 Oracle is the first software company to rewrite business applications for client/server environments. JUNE 18. April 18-22. in Las Vegas. APRIL 1995 The OAUG Web site debuts.66! JUNE 1977 Oracle Corporation is incorporated in California. MARCH 1983 The company name officially becomes Oracle Corporation. Join the OAUG to Celebrate 20 Years in 2010! W e’ll be marking this tremendous milestone with activities throughout the year. tell us what you’re working on. THE WORLD JANUARY 1994 The Apple MacIntosh computer turns 10 years old.com/20years for all the details. for only $666. but it isn’t until 1997 that the site really takes off. 1976 Steve Jobs and Steve Wozniak announce the Apple I personal computer. what questions or observations you have. join the OAUG community to provide a snapshot of a day in the life of an Oracle user. 1979 Microsoft announces Microsoft BASIC for the 8086 16-bit microprocessor. 2010. Calif. 24 OAUG SOLUTION . FALL 1990 The OAUG’s first conference in Anaheim. Bob Minor and Ed Oates. 2010. founded by Larry Ellison. SPRING 1994 OAUG Conference attendance tops 1000. automating business processes from a centralized data center. Don’t miss out on the celebration! Visit oaug. What does the next 20 years have in store for the Oracle Applications Users Group (OAUG) and the community of Oracle users that it supports? If only we could know what the future holds! But you can be part of history and help the OAUG begin to write the story for the next 20 years. On February 23. Visit the OAUG on LinkedIn to record your place in OAUG history. MARCH 1986 Oracle’s initial public offering takes place. Watch for updates on this exciting project.

o a ug .0” is coined by Dale Dougherty. 2007 Oracle launches Oracle Application Integration Architecture. despite fears to the contrary. 2008 The OAUG Knowledge Factory™. JANUARY 1998 Google Beta is launched. 2006 The OAUG introduces a new look. etc. APRIL 2006 The OAUG participates in the first COLLABORATE conference. access to bug information. a Web 2.D. 2005 Oracle completes the acquisition of PeopleSoft and announces its intention to acquire Siebel.0 collaborative resource. 2010 The OAUG marks its 20-Year Anniversary. 1997 The OAUG forms its Customer Support Council to work with Oracle on software quality and support. upgrades. 2001 Apple introduces the iPod. debuts. 2006 Oracle becomes the first enterprise software provider to receive the J. 2007 Apple introduces the iPhone. new logo. 2003 The OAUG offers e-Learning classes. an open standards-based framework to help customers create cross-application business processes. 2000 Y2K – The year 2000 arrives without catastrophic computer failure.oaug insight winter 2009 MAY 2005 The OAUG forms its Fusion Council to assist members in preparing for Oracle Fusion Applications. the industry’s first integrated suite of enterprise applications. 2006 Intel announces Intel® vPro™ technology. Oracle is the first enterprise computing company to embrace the Java programming language. and new Web site. APRIL 2009 Oracle announces its intention to acquire Sun Microsystems. 2000 Oracle releases Oracle E-Business Suite Release 11i. jointly presented by IOUG. OAUG and Quest. 2004 “Web 2. Power and Associates Certified Technology Service and Support certification for outstanding customer service. 1998 With Oracle8 Database and Oracle Applications 10. service level agreements. its forthcoming PC platform brand optimized for businesses.7. o r g 25 .

and Katie Candland. featuring compelling solutions and customer-centric case studies. Applications User Experience.oaug conferences OAUG Fortifies User-Focused Programming at Oracle OpenWorld 2009 E including: Middleware Hyperion Reporting (CRM) Each year. Business Intelligence (BI) Service Oriented Architecture (SOA) General Ledger and Financial Attendees enjoy lively networking. In addition. 2009 was no exception. during Oracle OpenWorld. Later in the week. OAUG members who are subject matter experts in Oracle Applications presented 30 education sessions. 26 OAUG CONFERENCES . Photo by Jason Miller. The OAUG began a very busy. Risk and Compliance Workforce Planning Enterprise Supply Chain Management The OAUG welcomes attendees to the User Groups Pavilion during Oracle OpenWorld 2009. October 11. Oracle CEO Larry Ellison unveiled the modular suite of Oracle Fusion Applications. Photo by Jason Miller. the OAUG contributes to the overall Oracle OpenWorld experience by bringing many excellent presentations and networking meetings to the conference agenda. Oracle. Oracle OpenWorld attendees had the opportunity to attend the OAUG Fusion Council Meeting to learn how Oracle worked in-depth with customers and observed how end users did their work as a key phase in developing exciting new user experience innovations built on Fusion Middleware 11gR1 technologies. vice president Applications User Experience. entertainment. noting that the Fusion Applications interface was the result of significant customer input and user-experience analysis. during the Wednesday keynote presentation. the OAUG General Ledger (GL) SIG held its inaugural meeting and the OAUG Procurement SIG welcomed participants to its revitalization meeting. The session was presented by Floyd Teter. cocktails and snacks at the OAUG’s annual Appreciation Reception. highprofile week at Oracle OpenWorld 2009 by hosting more than 1200 attendees and more than 50 special interest group (SIG) meetings on Sunday. solutions and trends in a number of areas. director. Fusion Applications are slated for availability in 2010. Oracle. challenges. Both the Hyperion SIG and the Oracle Business Intelligence (OBI) SIGs hosted well attended meetings and welcomed the participation of Oracle executives John Kopcke and John O’Rourke. Jet Propulsion Laboratory. project manager. Jeremy Ashley. Also. Participants had the opportunity to connect with other Oracle Applications users to explore common interests. who demonstrated Oracle’s ongoing support of the EPM community. (continued on page 28) Enterprise Performance Management Payables and Receivables Customer Relationship Management Governance.

” Dana Murugan. Nadia Bendjedou. J. evidenced by the support provided to OAUG members by our 2009 Oracle Ambassadors. integration and functionality. players to assist with set-ups. and member networking. left to right: Roger Goossens. Oracle Senior Director of Applications Technology Integration Steven continues to be a strong voice for the Oracle E-Business Suite Applications Technologist.OAUG Recognizes Oracle Employees for Outstanding Service The Oracle Applications Users Group (OAUG) presented six 2009 OAUG Oracle Ambassador awards during the OAUG Appreciation Reception held during Oracle OpenWorld 2009. Director of Product Strategy for Oracle Applications Development Nadia has worked tirelessly with the OAUG to assist with everything from presentations to contacts to events. “The OAUG’s synergistic partnership with Oracle is instrumental in helping the OAUG realize its mission of helping members get the most out of their Oracle Applications. his willingness to answer almost any question. The OAUG recognizes J. noting the importance of the OAUG’s strong partnership with Oracle in meeting members’ needs. Jackie Rose (see inset photo) and J. o r g 27 . providing education and Jackie Rose. J. The OAUG’s synergistic partnership with Oracle is instrumental in helping the OAUG realize its mission of helping members get the most out of their Oracle Applications. J. J. “This strong partnership plays out at many levels.” said Payne. which provide users real advocacy. “ Steven Chan. her ongoing support of OAUG initiatives in EMEA. Oracle Applications Development Vice President The OAUG Advance Planning & Collaboration SIG is fortunate to have constant support and guidance from Roger. and orchestrating the right oaug insight spring 2008 The 2009 OAUG Oracle Ambassador Award recipients. education and training. Clementson (not pictured) with OAUG President Ray Payne. for exceptional work on behalf of customers. Oracle Global Customer Programs in EMEA Jackie has been instrumental in engaging Oracle employees throughout EMEA in support of OAUG events such as OAUG Connection Point® – Dubai and OAUG Connection Point® – Hungary in 2010. worked closely with a Sales for Handhelds customer. Steven Chan. documentation. The award recipients for 2009 are: Nadia Bendjedou. The OAUG acknowledges Roger for his contributions. His influence and assistance in getting the local Oracle office fully involved contributed tremendously to the success of the event. In appreciation of her continued support of OAUG events and educational offerings around the world. the OAUG acknowledges Nadia. For o a ug . Roger Goossens. J.” The OAUG is extremely pleased to recognize the 2009 OAUG Oracle Ambassadors and thank them for their contributions to the OAUG. Oracle Senior Marketing Director in the Middle East The OAUG recognizes Dana for his work on the first OAUG Connection Point® – Dubai conference in 2009. Clementson. The OAUG recognizes Steven for his participation in the annual COLLABORATE conferences. Applications Sales Representative with Oracle Direct J. advocating within Oracle on behalf of the customer. The Oracle Ambassador award recognizes Oracle employees who have made an outstanding contribution to the OAUG and its members by significantly supporting or contributing to one or more of the OAUG’s goals of advocacy. the OAUG acknowledges Jackie. Dana Murugan. training and help in navigating a maze of new applications and products. efficient and proactive work with customers. his attention to detail and prompt. OAUG President Ray Payne presented the 2009 OAUG Oracle Ambassador Awards. education.

global community of Oracle users. on this exceptional acknowledgement for all you do for the OAUG and the greater Oracle users community. which recognizes organizations for their innovations in deploying Oracle Fusion Middleware. Congratulations. tempting cocktails and inspiring art in the chic and sophisticated Weinstein Gallery. Oracle Business Intelligence and Oracle Enterprise Performance Management System (BI/EPM): BT CAE Florida State University General Dynamics Ingersoll Rand NetApp Pearson Oracle Application Grid Innovation: Agilent Technologies General Electric The OAUG congratulates these member organizations for this outstanding accomplishment.oaug conferences OAUG Fortifies User-Focused Programming “ The OAUG noted the accomplishments of its member companies receiving the 2009 Oracle Innovation Award. product and service providers. Patricia. Photo by Jason Miller. the OAUG presented the 2009 OAUG Oracle Ambassador Award to several deserving Oracle employees (see sidebar on page 27). The OAUG’s annual Appreciation Reception celebrated the camaraderie and many achievements of the far-reaching. 28 OAUG CONFERENCES . Among the 2009 Oracle Innovation Award recipients are nine OAUG members in two categories. ” Event sponsor IBM greets guests during the OAUG’s annual Appreciation Reception. Each year the editors of Oracle Magazine present Editors’ Choice Awards to people who exemplify leadership. Sponsored by IBM. vision and dedication in working with and managing Oracle technology. which recognizes organizations for their innovations in deploying Oracle Fusion Middleware. During the reception. OpenWorld attendees also had the opportunity to convene in the newlydesigned Oracle User Groups Pavilion where they obtained information about OAUG membership and upcoming initiatives and events. the event featured delectable appetizers. OAUG member Patricia Dues was named User Group Evangelist of the Year for 2009 by the editors of Oracle Magazine and honored at a reception during Oracle OpenWorld. The OAUG noted the accomplishments of its member companies receiving the 2009 Oracle Innovation Award. The OAUG is a co-sponsor of the 2009 Oracle Innovation Awards. and Oracle associates.

org/partners/ vendorawareness/index.html.org/partners/vendorawareness/index.467. Sessions now available for 2010. or call +1 404. OAUG Vendor Product Awareness Sessions If you are an Associate member of the OAUG and are interested in hosting a Vendor Product Awareness session.html.6936. Session information is available at oaug. These interactive Webcasts provide information about a variety of products and services that complement Oracle Applications.A LEARNING OPPORTUNITY OAUG associate members have the opportunity to participate in FREE educational sessions held several times each month. send an e-mail to keckstein@oaug.com. Reserve your session today! . please visit oaug.

30 O A U G The OAUG currently has geographic user groups (Geos) in the United States. Find immediate results and solutions that work. Canada. Geos and SIGs serve the grassroots of the Oracle community and offer additional educational opportunities and new product enhancements through their links with Oracle Corporation. upcoming meetings. Geo members reside within a defined geographic region and meet to facilitate networking among local and regional applications users. Attend local meetings and training sessions. Learn from fellow OAUG members tips and tricks on installing.oaug.html. Capture best practices and lessons learned from colleagues that have experienced them. upgrading and using Oracle Applications. integrating. including: Obtain direct access to local Oracle management. Web site addresses and contact information is available at http://www. GEOS & SIGS . Discover the latest complementary Oracle Applications products and services that will help you become more effective and efficient. AsiaPac.oaug geo update Update on Geographic User Groups (Geos) What is a Geographic User Group (Geo)? 2009 Geographic User Groups Arizona OAUG Atlanta OAUG British Columbia OAUG Calgary OAUG Central States OAUG Colorado OAUG DC-OAUG Eastern States OAUG Florida OAUG German Oracle Users Group (DOAG) India OAUG* Israel Oracle Users Group (ilOUG) Japan-OAUG LatinOAUG* Michigan OAUG* Mid-Atlantic OAUG Nebraska OAUG Netherlands OAUG Nevada OAUG* New England OAUG New Jersey OAUG New South Wales OAUG New York OAUG North Central OAUG* Northern California OAUG* Northern Ohio OAUG Northwest Oracle Users Group NYC-OAUG (New York City) Ohio Valley OAUG Pittsburgh OAUG* Puget Sound Oracle Users Group Queensland OAUG San Diego OAUG South Central OAUG Southern Australia OAUG Southern Ontario OAUG Southwest Regional OAUG* Tasmania OAUG Twin Cities Financials OAUG* Twin Cities Manufacturing OAUG Utah OAUG Victorian OAUG Western Australia OAUG * Special Acknowledgement – 2009 OAUG Geo/SIG Certificate of Distinction Award Recipient T diverse topics.org/usercommunities/geosandsigs/index. Latin America and EMEA regions. A complete listing of current Geo groups. There are many benefits to participating in a Geo. Members discuss and share ideas concerning many Geos enable networking with other Oracle Applications users in local regions and around the globe.

(Visit florida. All administrative matters should be directed to the group’s president or vice president. Oracle representatives. More information about the FLOAUG is available at florida. The president’s primary duties are to run the group. “ florida oracle applications user group to work toward building membership. the FLOAUG has made rapid progress and continues experience and energy of industry professionals in the region is critical. FLOAUG understands and embraces the power in numbers to encourage and guide Oracle development to meet the needs of the user communities that it represents. With its sights set on being a relevant and driving force in the industry. I’m looking forward to the next two years as FLOAUG President and the contributions we can make to ensure a sustainable and relevant Oracle user community.org/ o a ug .org. FLOAUG Officers President – Christine West. The organization has held elections and seated its board. consultants. prospective users. Petersburg T The Florida Oracle Application Users September 2009. the FLOAUG knows that bringing together the knowledge. over the past several years the FLOAUG had experienced declining membership and participation – so much so that activity had diminished to nearly nothing. The FLOAUG is a perfect venue to collaborate with other Oracle users. the group hosted its first Tech Event in ” Mission: To improve the success of the Florida Oracle community through a unique support group made up of professionals and experts who share ideas. Since then. Additional initiatives include creating a strong enhancement request lobby and Group (FLOAUG) is an OAUG affiliated Geographic User Group (Geo) dedicated to increasing its members’ knowledge and understanding of Oracle Applications products. engaging in training and product awareness Webinars and tech days as well as joint development and board participation.oaug.oaug. The treasurer is responsible for the receipt.oaug. organize the meetings and serve as liaison to other organizations. expertise. implementation and ongoing maintenance of Oracle Applications.org to review presentation slides from the event. The vice president’s primary duty is to assist the president whenever needed. FLOAUG President In spite of its long history. In February 2009. Vice President – Allison Jurey-Smith. And.oaug geo spotlight Florida Oracle Users Group (FLOAUG) by Christine West. solutions and experiences related to the selection. The FLOAUG holds quarterly member meetings online and hosts face-to-face meetings at the annual COLLABORATE conferences. The FLOAUG is also actively involved with Oracle. Web site: http://florida. City of St.) With the momentum gained over the last few months. Treasurer – Sharon Pearison. user-based solution repository. the FLOAUG has grown its membership from almost zero to nearly 200 members. o r g 31 . a small group of previous members joined together to revitalize the group. third-party product companies and other interested parties. maintenance Christine West.

html. SIGs may also represent a specific industry such as the public sector. Credit & Collections SIG Archive & Purge SIG* Assets SIG BI Publisher SIG (formerly XML Publisher SIG) Business Intelligence/ Data Warehouse SIG Change Management SIG Communications Billing and Revenue Management SIG Communications MetaSolv Solution SIG Configurator SIG Consumer Goods SIG Contracts SIG* CRM Connect SIG -.PeopleSoft -. o r g .org/usercommunities/geosandsigs/index.E-Business Suite -. Risk & Compliance SIG (formerly Internal Controls and Security SIG) Healthcare Industry User Group Higher Education SIG Hyperion SIG Incentive Compensation SIG K-12 Education SIG Logistics SIG Migration and Integration SIG Multi-National/Multi-Org SIG Oracle Business Intelligence (OBI) SIG* Oracle Enterprise PLM/SIG (formerly Product Lifecycle Management) Order Management SIG* OTM SIG Outsourcing SIG PeopleSoft AP SIG PeopleSoft Credit & Accounts Receivable Experts SIG PeopleSoft Distributors’ & Manufacturers’ Users Group* PeopleSoft Government Contracting SIG PeopleSoft Technology SIG PeopleSoft Upgrade SIG Process Manufacturing SIG* Procurement SIG Projects SIG Property Manager SIG Public Sector SIG* Quality SIG Release Management SIG SysAdmin SIG Time & Expense SIG Treasury & Cash Management SIG Tutor/UPK SIG Upgrade SIG Workflow SIG S SIG members share a common interest concerning specific Oracle Applications products.oaug sig update Update on Special Interest Groups (SIGs) What is a Special Interest Group (SIG)? 2009 Special Interest Groups ADI SIG Advance Planning & Collaboration (formerly Supply Chain Collaboration) SIG* Advanced Pricing (QP) SIG AP SIG AR. Oracle Communications. including PeopleSoft. A complete listing of current SIG groups. The OAUG is expanding to accommodate the growing family of Oracle Applications. Oracle Retail.Siebel -. such as Procurement.oaug. Siebel and Hyperion. upcoming meetings. healthcare or higher education. * Special Acknowledgement – 2009 OAUG Geo/SIG Certificate of Distinction Award recipient 32 OAUG GEOS & SIGS o a ug . as well as Oracle Fusion.Fusion Customer Data Management SIG Customization and Extension SIG Database SIG* Demantra SIG Discrete Manufacturing SIG* E-Business Applications Technology SIG (formerly Middleware SIG) eBIZ SIG (formerly EDI SIG) Energy & Utility Industry SIG Engineering & Construction SIG Enterprise Asset Management (eAM) SIG* Federal SIG Financial Services Industry SIG Fusion Middleware SIG (formerly Service Oriented Architecture SIG)* General Ledger SIG Governance. Collaboration Suite and CRM. Web site addresses and contact information is available at http:// www.

Turn to the new 2010 OAUG Buyer’s Guide comprehensive index of proven business tools. Now live on oaug.OAUG Users’ Online Resource for 2010 Buried under too much information? Let the OAUG help you target the products and services that can help you improve the performance of your Oracle environment. visit oaug. Find out who’s who and who can help in this go-to catalog of solutions and solution providers for your Oracle Applications environment.org. 33 . emerging ideas and expert-delivered services. case studies. top-ten lists and more for insights and guidance on your projects.org or e-mail us at sales@oaug. visit today! Consult how-to guides. If you would like to showcase your company’s products and services in the 2010 OAUG Buyer’s Guide.com. revolutionary approaches.

trx_id number. number. create table xxdw_obiee_groups (groupname varchar2(100). number. varchar2(20).Inv Date. APPENDIX: An Oracle Business Intelligence (OBIEE) Case Study (See pages 14 . due_date date.of orig invoice -. number). Net Billing -. number. Adjustment. dashboard_priority number). bill_status varchar2(20). trans_date date.of this trans -. schemaname varchar2(40). owner varchar2(20).‘Final’. Intercompany. Intercompany. bill_type varchar2(30). number. groupname varchar2(100). inv_no varchar2(20).Bill Back.last_day(gl_date) 34 O A U G F E A T U R E .Invoice. ‘Planned’ -. number.oaug feature ACCESS CONTROL TABLES create table xxdw_event_polling (updatetype number updatetime date dbname char(40). Tax -. project_id number. tablename varchar2(40) ohter varchar2(80)). catalogname varchar2(40). Credit Memo.‘Final’. trans_type varchar2(20).Bill Back. number). main_dashboard varchar2(50). date. Apply Date -. create table xxdw_obiee_users (username varchar2(100). organization_id number) -.of orig invoice -. Payment -.). Net Billing. not null. description varchar2(200). ‘Planned’ create table xxdw_receivables (amount number. group_id number. transaction_no varchar2(50). not null. person_id number). date. varchar2(20). FACTS create table xxdw_contracts (amount trans_date project_id group_id organization_id create table xxdw_invoices (amount bill_type bill_status transaction_no invoice_date trans_date project_id group_id organization_id number. COMPLETE SCHEMA FOR GALLUP OBIEE DATA SOURCE -. varchar2(30). date.of orig invoice -. item_date date.18) not null.

number. varchar2(50). weighted_amount number. trans_date date. partner_id number. organization_id number.create table xxdw_revenue (amount trans_date project_id group_id organization_id gl_acct create table xxdw_visibility (amount trans_date project_id group_id organization_id range_start range_end number. range_end date). create table xxdw_rev_projections (amount number. expenditure_type varchar2(30). -. range_start date). project_id number. create table xxdw_costs_detail (amount number. partner_id number. status varchar2(30). gl_acct varchar2(10)). number. organization_id number. date). opp_creation_date date. organization_id number. partner_id number. opp_stage_date date. project_id number. number. range_start date. proj_start date. group_id number. revised_rev_goal number. number. revised_gm_goal number. number. number. cost_type varchar2(10). varchar2(10). number. group_id number. varchar2(10)). date. proj_end date. profit_goal number. trans_date date. close_reason varchar2(30). date. date. o r g 35 . create table xxdw_leads (count days_to_close close_reason status lead_creation_date group_id organization_id trans_date project_id partner_id number. number. stage varchar2(30). gm_goal number. varchar2(50). baseline number. number). date. range_start date. project_id number. number. create table xxdw_opportunities (amount number. proj_length number. number. stage varchar2(30). group_id number. number). opp_status_date date. create table xxdw_costs (amount cost_type trans_date project_id group_id organization_id create table xxdw_cost_top (amount cost_type trans_date group_id organization_id number. number). status varchar2(30). trans_date date. source varchar2(100). date. varchar2(10). date. range_end date).in months group_id number. number. date. trans_date date. number. create table xxdw_partner_goals (revenue_goal number. revised_prof_goal number. number. number. created_by varchar2(100). mktg_budget number. (continued on page 36) o a ug . decision_date date. number.

o r g . varchar2(60)). number. number(15) varchar2(25). N1 varchar2(60). not null. create table xxdw_client_owners (party_id number. N5 varchar2(60). create table xxdw_players (project_id trans_date partner_id ca_name pm_name create table xxdw_partners (person_id employee_name -. varchar2(80).. varchar2(10)). relationship varchar2(30)). varchar2(15). varchar2(360). not null. expenditure_type varchar2(30)). number). organization_name varchar2(60). create table xxdw_sales_groups (group_id number. varchar2(80). 36 OAUG FEATURE o a ug . organization_type varchar2(60). varchar2(30)). varchar2(10)). number. organization_sub_type varchar2(60). varchar2(50). date. group_number number. . varchar2(5). varchar2(15). varchar2(30). date. create table xxdw_organizations (organization_id number. number. partner_id number. varchar2(30). varchar2(360). number. varchar2(15).DIMENSIONS create table xxdw_time (trans_date day weekday month_no month month_abbr month_start quarter_no quarter quarter_start year_no year year_start display create table xxdw_as_of (as_of_date display create table xxdw_conv (conversion_date to_currency conversion_rate create table xxdw_projects (project_id project_no project_name current_status project_type party_id practice_group practice delivery_method methodology product gams create table xxdw_sic (code sic_hier sic_name lev_1 lev_1_seq . varchar2(1). lev_8 varchar2(60).. varchar2(60)). N7 varchar2(60)). number(15) date number. varchar2(30). varchar2(30). create table xxdw_clients (client_letter client_parent client party_id is_gams sic_code client_type varchar2(2). varchar2(20)). N3 varchar2(60). N2 varchar2(60). not null. lev_1_seq varchar2(10). number. create table xxdw_expenditure_types (expenditure_category varchar2(30). varchar2(30).‘Top 10’ date. lev_8 lev_8_seq date. date.. varchar2(15). varchar2(30)). varchar2(10). varchar2(80). lev_8_seq varchar2(10)). varchar2(10). varchar2(60). organization_number number. number. varchar2(10). varchar2(100. N6 varchar2(60). varchar2(30). lev_1 varchar2(60). group_name varchar2(60). varchar2(50).. date. sg_hier varchar2(100). N4 varchar2(60). varchar2(15). number.

2260 info@o2works.org.1 O2Works Consultants have been there every step of the way. O2Works has the knowledge and expertise to be your trusted consulting partner. 972. From installs and upgrades.o2works.com www. MPL5.1 With experience dating back to one of Oracle's first releases of the Applications. find great talent to fill your Oracle positions.466. Visit jobs.com/knowledgeworks . to end-user training on Release 12. Release 10 Release 9 Release 11 Release 11i Release 12 Release 12. our consultants have the technical proficiency and hands-on industry experience needed to make the E-Business Suite work for your business. MPL6 MPL7 Release 8 EMPLOYERS. Efficient and Inexpensive Way to Find the Best Oracle Talent! From MPL5 to Release 12. Call. Job candidates. or visit out Knowledge Works center where you can download white papers. MPL5 The OAUG Job Board attracts both OAUG Member and Non-Member job seekers who have the Oracle-based skills you desire. presentations and more. new jobs are posted every week! Log in today to create your candidate profile and upload your resume. email.The New OAUG Job Board is live! Providing OAUG Members with a Fast.1.oaug. conversions and rollouts.

V. ArvinMeritor B. Equens Nederland B. of Transport & Main Roads Dept. Coles Group Limited Comcast Cable Communication Corporate Express Europe Creation Technologies. Coherent.V. Inter Access Interpay Nederland B.V. Kema Nederland B.V. Inc. infoUSA Infratects B. Abt Associates. GEOS. Inc.V.V. Bridging Solutions B. Interpharm Groep B. Home B. Hoogheemraadschap De Stichtse Rijnlanden Horton Holding. Centraal Bureau voor de Statistiek Centraal Justitieel Incasso Bureau Central Bank of Nigeria Centrum voor Werk en Inkomen Charter Manufacturing Company. Capgemini Netherlands Carnegie Mellon University Casema N. Cap Gemini Ernst & Young B.OSS Diebold EMEA Logistics Diebold. Inc. Ltd. La Trobe University Lasaulec BV LECO Corporation Leiden University Leviton Manufacturing Life Fitness Shared Services Center B. Kuipers CVK Kvaerner Process Netherlands B. Atos Origin Telco Services ATOS TSS Atrium Medical Corporation AVR AVR Afvalverwerking Rijnmond Axioma BAE Systems Controls Bankwest Battelle Memorial Institute Bechtel Marine Propulsion Corporation Belonje Consulting Black & Decker Blue Gecko.V. Kensey Nash Corporation Kenton County Airport Board Koker Communicatie Koninklijke Boskalis Westminster N.V.C.V. Huhtamaki Oyj Huntington National Bank Huxley Associates I.C.global users New and Returning Members Returning Associate Members: APG Bottomline Technologies Capgemini CompIntelligence. ATC Logistics & Electronics.V.V.I.V. Ltd.V. Fjell International B. KPMG Meijburg KPMG Netherlands KPN ESN KPN FIS KPN IMS MO OP KPN IT4CM KPN Services FIS.V. Wipro Technologies Arinso Nederland B. ING / OPS&IT Int’l.C4 Systems Georg Fischer Central Plastics LLC GEOS IT Professionals B.S. Inc. APJ. CWI CXO Solutions CZ Actief in Gezondheid D. City of Arvada.S. InfoRhen Infotec Nederland B. Garlock Sealing Technologies Garmin International Gaylord Bros. Aspect Software Assai Software Services B. ilionX ILO Incore Solutions B. DP Industries Duijvelaar Pompen B. Region 20 Eetay Eindhoven University of Technology Elcaro Consultancy Emerson / Fisher Controls Emerson Electric Co. Brotherhood of Elec. ATD-American Company Atos Origin Nederland B.V. BuZa KPN. Inc. Canon Europa N. Koninklijke Mosa B.. Inc. GE Infrastructure Geesink Norba Group B. KSI International N.V. Bestuursdienst Gemeentewerken Rotterdam General Dynamics Government Systems Corporation General Dynamics Land Systems General Dynamics. Altasen Altec Industries.V. Inc. Irobot Corporation ISC Meppel ISIT B. Inc. of Agriculture & Food Dept.V. Inc. AKZO Diosynth B. Catharina Ziekenhuis Centraal Boekhuis B.V.V.V.V.V. of Treasury & Finance . Inc.V.V. H-Facto BV Hazelden Het Nederlandse Rode Kruis Hitachi Data Systems Europe BV Hologic. of Human Services Dept.V.V. Inc. Capgemini Australia Pty.V.V. Advanced Drainage Systems Aegon Nederland N. Inc. Keithley Instruments. Returning User Members: @Home A2000 Holding N. Inc. Ernst & Young LLP FMT Systems Hotsos Enterprises. Ltd. Inc. Johnson & Wales University KB3 KCI Europe Holding B. FedEx Fit for Finance B.V. CO City of Minneapolis Clinical Reference Laboratory Cogeco Cable. Top Team Inc. Honeywell B. ASCO Controls B. Bureau of Meteorology Buzzi Unicem USA Camp Dresser & McKee. Inc. CTA Cummins. Inc. Erasmus Medical Center Rotterdam Ergotron Ernst & Young EDP Audit Essent Kabelcom B.V. Inc.V. Financial & Information Services KRAMP Groep B.V. ARAMARK ArboNed Archer Daniels Midland Co. Abaris. Adetech Consultancy B. Darden Restaurants DCMR Milieudienst Rijnmond Deakin University DeKalb County Georgia Deloitte Consultancy Department of Defence Department of Justice Department of Planning Dept.V. Accenture Netherlands Achmea Active Achmea Arbo Achmea CB Actuant Corp.V.V. Inc. Inc. Intelligrated.V. Gemeente Rotterdam.V.V. Oracle Competence Centre AppsTec International APRO Consulting Services B. LLC BM Consultants Boise. OSI Consulting ReadSoft Terillium.V. Follett Software Company Friedkin Business Services FrontEnd Fujitsu Services B. Donaldson Company Inc. LLC Ebscon Echelon Corporation Education Service Center. Inc. 38 OAUG MEMBERSHIP .V. Chellomedia Christelijke Hogeschool Windesheim Chromalloy Holland B. i360technologies ICServices MOD43 New Generation Consultants. IT Logistiek IT4Finance Ithaca College JiL Consult B.ON U.V. Brisbane City Council Buma Stemra Bunnings Pty.nl Getredid Getronics Global Knowledge Gold Coast City Council Golden Valley Electric Association Government of Saskatchewan Green ISP BV Grontmij Guidance Software. Alysis American Bar Association American Science and Engineering AMIS Services B. Exel FAIR Information Services B.V. Workers. Inc. Dutch Ministry of Foreign Affairs E-Business Solutions Group E. Inc.W Business Solutions ICL ICT-OKE BV IDG Publications IFN Finance Ikon Office Solutions.

Organon National Aerospace Laboratory (NLR) National Lime and Stone NATO NAV CANADA NCCW NCH Corporation Nederlands Normalisatieinstituut Nederlandse Staatsloterij NetApp New York Blower Nikon Precision NKI/AvL Nuon NV Organon O’Brien & Gere Limited. Inc. Inc.C. Inc.V.S. Square SMS SRA (Europe) B. Veenman B. Holdingmaatschappij De Telegraaf N. Sensata Technologies Holland B. WE Europe Weir Minerals Netherlands B. Lindex Logan Aluminum Corp.V.V.V.V.O. Callista Software Services Capital Power Corporation CCS Medical. Inc. VNU Vocollect. Authority Loyola Marymount University LVNL Magellan Midstream Partners. Sekon Enterprise.V. Quobell B. Rockefeller University Royal Boskalis Westminister N. Afd.P. Inc. 2009. o r g 39 . Simac Triangle B. State Revenue Office Victoria Steenwinkel Kruithof Implementatie Stichting Artsen zonder Grenzen Stichting Gezondheidszorg Oostelijk Zuid-Limburg Stichting Meander Medisch Centrum Stratus Technologies Stryker Orthopaedics Suffolk Construction Company SUPERVALU Swinburne University of Technology Sybron Dental Specialties Synventive Molding Solutions B. TierData Inc. QuayOne Quest Software AUS Quest Software. Origin Energy PA Consulting Services B. o a ug . Inc. Transport and Industry B. Towers Perrin Tracklane B.The OAUG welcomes the following new and returning members who joined August 1. Royal Mosa B.V.V. SoftArt Solutions Inc. Rowe Price Associates Talent2 Telstra Corporation Limited Teva Pharmaceuticals USA Texas Petrochemicals LP Textron Thales Nederland The Macerich Company The Talbots. Inc.P.V. Welch’s Wells Dairy. Welzorg BV Wet Seal. L. Inc. 2009. Inc. Rafael RCM Technologies. afd. N. Inc. Tiscali TopConsult TopConsult Implementation Services B. Vodafone Vodafone Libertel N. O. Videojet Technologies Europe B. Sodaclub International B. Onze Lieve Vrouwe Gasthuis OPEN Business Applications B.V.V.V.V.V. Gas and Water Division Metropolitan Water District of S.V. Ltd. Oracle Contractors Oracle Netherlands OraOne B. Porex Corporation Pregis Corporation Premio Foods. Softlines SonoSite. Inc.V. TruEconomy Consulting TT electronics (formerly IRC) TweeSteden Ziekenhuis Tyco Valves & Controls Europe UMC St Radboudziekenhuis University of Alabama at Birmingham University of Canterbury University of Twente Unocal Netherlands B.V. Pennsylvania Liquor Control Board PMC Group Recurrent Energy Rheem Manufacturing Technical Standards and Safety Authority Velocent Systems.V. Inc. Ordina DC Oracle Ordina Trade. UPC UPC Nederland UPC Operations B.V. Park Lane Information Technology Pepsi Bottling Group Philips Business Communications Plantronics B. Transfer-Solutions Transport & Logistiek/Freelance Transport Canada Triangle Group Trinity Industries.V. The University of Melbourne Thiess Pty.V.V. VeriFone. Sitel Corporation SmartApps B.V. OraSolutions B. Inc. LogicaCMP Los Angeles County Metropolitan Trans.V. Valassis.V. RSDB Holding B. IM-FEZ Screen Actors Guild Group Pty.V. SGS Nederland B.V.V. New User Members: Aavid Thermalloy Ahold APT Management Services Atrium Companies. Rexel Rivas Zorggroep Robbins Bros. through October 31.V. Elisabeth Ziekenhuis Standard Life Ass. DS/IT/AS Public Works Rotterdam Publicsoft BV Qualogy Applications B. SaskTel Scamander Solutions Scanmar Schiphol Group Schuitema Schuitema NV. Inc. Navitas Limited Pellerin Milnor Corporation Penn Color. Inc.V.V. Co. Provincie Drenthe Provincie Gelderland. Inc. Old Mutual Financial Network Ontraq ICT Solutions B.V.V. CA MFQ-Controleur des Finances-(DOI-SAGIR) Millennium Pharmaceuticals Ministerie van Buitenlandse Zaken Ministry of Finance Ministry of Government Mirant Corporation Modesto Irrigation District Mosaic B.V. Vonage Networks VTL VU Medisch Centrum VVAA Groep BV VX Company Business Applications Services B. Pajaro ICT Palm Beach County Sheriff’s Office Panggih United Paradigm Geophysical Param Consult B. Church Pension Group Daniel Measurement Kiraca Holding Marsh.V. Redflex Traffic Systems Rene Kuss Consultancy Res-Q Consulting Services B.V. Windstream Communications Witte Computing Consultants WorkCover Queensland World Vision World Wide Technology Wyse Technology Zebra Technologies Corporation Zeus Industrial Products Ziekenhuis Gelderse Vallei Zorggroep Suydevelt New Associate Members: CACI Enterprise Solutions Global View Analytics. Stantec Consulting Ltd. Inc. Medisch Centrum Haaglanden Memphis Light.V.V. Smit International SNS Reaal Groep N. Mutual Materials N. Inc. MediaCompetence B. Southern Union Company Southwestern Power Administration SPS Gensys SQL Integrator B. VMware. Ltd. Inc. Inc. Paramelt B. St.V. Ocean Optics. T.V.V. Inc. Toshiba Medical Systems Europe B. Qualogy Consultancy B. Management Control & Accounting ManTech International Corporation Mattel McDonald’s Corp USA McLane Company MCX Administration Services B. Vertis B.

such as the OAUG Connection Point® – Dubai. “Back in 2006 before joining the OAUG. Of the many benefits he receives from his participation in the OAUG. More than 90 attendees from around the world attended the conference to network with fellow users and meet with key Oracle executives. Back in 2006 before joining the OAUG. in which Thameem played an instrumental role in heading and developing. 2009. He also stresses how effective a user group’s collective voice can be in influencing Oracle strategy. one of the leading multi-channel retail groups in the Middle East. It is extremely helpful to have a strong communication network in order to get the most out of any Oracle Application. and Thameem is actively planning 2010’s agenda. and a unified voice gives Oracle a very clear viewpoint about the direction and focus it needs to take. While every issue of OAUG Insight formal user group to enable members to share insight and best practices. The many benefits that inherently come with being part of the OAUG inspired Thameem to help expand the user group to include a strong chapter in the Middle East. each member highlighted brings something highly unique and valuable to the OAUG and its membership. “ ” Thameem first joined the OAUG in 2006 as an active member. Oracle values understanding the needs and requirements of users in the region. group IT manager of Dubai-based Kamal Osman Jamjoom Est. The first OAUG Connection Point® – Dubai was so successful that it was declared an annual conference. The motivation behind setting up and chairing the OAUG Middle East was the fact there was a strong user base of applications users in that region but no 40 OAUG MEMBERSHIP . for his active leadership and exceptional contributions to the OAUG. “Users do not have anything to market.” The OAUG Middle East was formally launched at the OAUG Connection Point® – Dubai Conference on April 1. Thameem hopes to relay the importance of being active within the OAUG to Oracle users in the region. and the inaugural meeting of the OAUG Middle East. This issue’s member profile honors Thameem Rizvon. He relies on the OAUG Connection Point® – Dubai and the nearly finished OAUG Middle East Web site to promote the OAUG Middle East and get the word out to encourage users to join. both good and bad.global users OAUG Member Snapshot: Mohammed Thameem Rizvon W turn the theoretical into tangible. Oracle users in the Middle East often had very limited opportunities to exchange ideas and discuss best practices. includes a member spotlight. France and from within the UAE. The 2009 OAUG Connection Point® – Dubai was packed with 24 educational sessions presented by speakers from the USA. United Kingdom.. These remarkable individuals extraordinary accomplishments. Thameem expects similar success with next year’s conference. Oracle users in the Middle East often had very limited opportunities to exchange ideas and discuss best practices. and they provide candid feedback.” Thameem said. the most important ones to him include networking and sharing best practices with like-minded users and the important forums to share experiences. Oracle one-on-one meetings covering topics from Oracle Retail to E-Business Suite Release 12.

Express your wishes and concerns to Oracle.org to find out how to become part of this dynamic group. Avoid costly project setbacks. 3525 Piedmont Road Suite 300 Atlanta. Visit oaug. The OAUG can help you: Gain 24/7 access to information and insights from other users. Stay on the cutting edge of emerging trends that can affect your business.org .Why Gamble? When your organization is pushing for productivity and efficiency from every critical resource. Georgia 30305 USA oaug. can you afford to leave the performance of your Oracle Applications environment to chance? Joining the Oracle Applications Users Group (OAUG) is a smart business decision. Equip your teams with critical knowledge and skills. as well as the return on your organization’s investment in Oracle Applications. Save time and money and streamline implementations. Enhance your professional development. visibility and connections. The OAUG brings information and resources to everyone in your enterprise to help increase their knowledge and productivity. Expand your team’s capacity for innovative thinking and problem solving.

whether it’s on premise or software as a service (SaaS). We think these types of investments are very advantageous to customers in terms of not only helping them cut costs but also to help them better retain and optimize revenue around their customer base. As new economic challenges are confronting businesses all over the world. Profit: What are some important first steps customers should take as they begin to think strategically about CRM? Woollen: The number one requirement for a successful CRM project. just as we continue to invest a lot into loyalty management and self service and other domains. Oracle Customer Relationship Management (CRM) offers a range of products. o r g OAUG CONNECTIVITY . which is critical for the times we are in today. (continued on page 44) o a ug . executive sponsorship on all sides of the table – including the customer. Number two.oracle directions Powered by Social Networks Oracle’s social CRM products are helping enterprises make deep customer connections. Oracle is addressing the needs of its customers with rolebased intelligence and pre-built integration. We offer more than just a set of data warehousing reports. So. is for companies to get their end users on board early and keep them involved in the process by incorporating their feedback where it’s appropriate. the vendor and the integration partner – is of fundamental importance. The software actually contains 42 T a set of analytics that were embedded directly from user experience. Profit: What are some of Oracle’s new CRM capabilities and what makes them important for our customers? Woollen: Oracle has a wealth of very deep and broad CRM capabilities. industry expertise and deployment options. ransforming the customer experience through innovative features and new capabilities. The work we do in the area of BI in particular continues to be a big area of investment for us. and this is true for Siebel software as well as for Oracle CRM On Demand. it’s not just senior managers – it’s really people who are individual contributors – sales and customer service representatives – who have critical business intelligence (BI) embedded directly into the application. One of the things we’re invested in is embedded analytics. Find out from Oracle Vice President of CRM Mark Woollen how Oracle is staying at the cutting edge of CRM.

Network.oaug insight summer 2009 know Knowledge Factory Educate. ™ 43 . Influence.

a company might ask itself.By harnessing the power of these social networks. By harnessing the power of these social networks. Our new social CRM applications – Oracle Sales Prospector. FaceBook and hi5. We have a proven set of technologies that are open and standards-based. Suddenly there are influences that are outside a company’s control. Also. companies can increase sales productivity and engage in conversations with their customers. Profit: What helps keep Oracle ahead of the curve in terms of delivering CRM products and services? Woollen: One of our key advantages is our industry-driven expertise. such as MySpace. In many cases it’s the customers who are talking amongst themselves and asking one another for references and pricing information. We think this huge change needs to be reflected in the CRM strategies and systems customers put in place. Oracle Sales Library and Oracle Sales Campaigns – enable communities of employees. on premise. o r g . we are able to deliver true out-of-thebox. This is very valuable to a lot of companies and we are unique in being able to offer this sort of comprehensive approach that we call “complete CRM. It used to be a top-down relationship that was controlled by the companies. and we have been investing in world-class applications. partners and customers to collaborate with one another flexibly yet securely. This is why we’ve made significant investments in social CRM. it’s not just customers who are demanding information from companies. ‘How do our sales people work? What other systems are critical for their success?’ Answering even these basic questions sheds insight into the potential need for mobile CRM or critical business processes that require integration to CRM such as order-to-cash. For example. The third most important step is for companies to take the time to truly understand their specific needs. Another key element is the fact that you can have your CRM delivered on demand. through Oracle Application Integration Architecture.” Woollen: One of the biggest trends for our B2B customers and even more so for our B2C customers is the evolving nature of who has the most control in the customer relationship. Reprinted from Profit: The Executive’s Guide to Oracle Applications. or both ways through a hybrid approach. Now with these community-based entities that exist on the Web. companies can increase sales productivity and engage in conversations with their customers. end-to-end business processes. November 2009 Profit: How has the advent of social networking changed the landscape of CR? 44 OAUG CONNECTIVITY o a ug .