OATUG Insight
Fall 2019
Preview Issue
OATUG Logo Summer 2019
Fall 2019
Preview Issue
Looking for Answers? Start Here!
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Applications available:
August 14 – September 11, 2019

2020 Director Elections:
September 18 – October 16, 2019

For more info visit:
oatug.org/ELECTION

President’s Perspective

TRANSFORMATION THROUGH CONTINUOUS INNOVATION

TRANSFORMATION THROUGH CONTINUOUS INNOVATION

Douglas Manning, OATUG President

Douglas Manning
OATUG President

dmanning@oatug.org

A year ago, we first received news from Oracle that there was not going to be an EBS 12.3, and that the new paradigm for folks using E-Business Suite would be comprised of the model referred to as Continuous Innovation, with the added bonus of EBS 12.2 premier product support through at least 2030.

We are in an industry that is continually transforming. In fact, between my first and final draft of this column, Oracle announced a Continuous Innovation model for Hyperion EPM, as well.

For a lot of us, Continuous Innovation was and has been music to our ears. We have an application platform version in 12.2 that allows us to more quickly take advantage of product enhancements, through the adoption and consumption of enhanced functionality through smaller point versions (typically happening on a yearly basis) where the base code does not change, thus negating in most instances the herculean task of re-writing custom components.

3525 Piedmont Road, Building Five,
Suite 300, Atlanta, GA 30305
phone: +1 404.240.0897, fax: +1 404.240.0998
email: membership@oatug.com

Ragan Cohn, Executive Director
Cindy Force, Managing Editor
Dimitri Papadimitriou, Creative Director

To contribute to OATUG Insight, send letters to the editor, or obtain advertising information, contact:

Cindy Force, Director, Marketing Communications
3525 Piedmont Road, Building Five,
Suite 300, Atlanta, GA 30305
cforce@oatug.com

Photographs appearing throughout OATUG Insight courtesy of Meeting Expectations.

OATUG Insight is designed to provide members of the Oracle Applications & Technology Users Group with ­organizational and other information. The opinions and viewpoints published herein are not ­necessarily those of OATUG. OATUG, 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. OATUG 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 OATUG.

Copyright © Oracle Applications & Technology Users Group 2019. All rights reserved. OATUG is a registered trademark of the Oracle Applications & Technology 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 OATUG.

SUBSCRIPTIONS:

The electronic version of OATUG Insight magazine is available to all members. Contact membership@oatug.org or +1 404.240.0897 with questions about your subscription options.

2019 Oracle Applications & Technology Users Group (OATUG) Board of Directors.
First row, seated: Andrew Farber, Sharhonda Rush, Karen Brownfield, Douglas Manning, Beth McLaughlin, Felecia Alston-Green, Donna Rosentrater.
Second row, standing: Ragan Cohn, Alyssa Johnson, Troy Haan, Kathleen Fauerbach, Joseph Imbimbo, Jason Watkins, Dianne DeNezza, Tamicka Camp.
2019 Board of Directors

Douglas Manning
President
Johns Hopkins University –
Applied Physics Laboratory

Kathleen Fauerbach
President-Elect
City of Las Vegas

Andrew Farber
Treasurer
Consumer Reports

Beth McLaughlin
Secretary
Dunkin’ Brands, Inc.

Ragan Cohn
Executive Director

Felecia Alston-Green
DeKalb County Government

Karen Brownfield
Infosemantics, Inc.

Tamicka Camp
Southern Company Services, Inc.

Dianne DeNezza
University of Pittsburgh

Troy Haan
Boise State University

Joseph Imbimbo
PPG Industries

Alyssa Johnson
Keste

Donna Rosentrater
PAREXEL International Corp.

Sharhonda Rush
Jacksonville Transportation Authority

Jason Watkins
Hillsborough County Aviation Authority

OATUG Insight
Have you seen the unicorn?
Have you seen the unicorn?
Features

12

TECH TALK

Using ORAchk and DBSAT on EBS Environments
Lightweight and non-intrusive Oracle Stack health checks are designed for automated risk identification and proactive notification.
By BIJU THOMAS, ONENECK

16
Journey to Cloud – Important Considerations for Oracle EPM Reporting

COMPLIMENTARY FULL ARTICLE
When moving from on-prem to cloud, there are some gotchas along the way. The author provides tips to help you avoid those stumbling blocks.
By OPAL ALAPAT, INTERREL

23
Robotic Process Automation for Cash Reconciliation in General Ledger and Cash Management

Users in accounting, customer service and shipping departments perform repetitive tasks every day that showed potential for greater efficiency through Robotic Process Automation.
By ASHWIN BODALIA, ELKAY MANUFACTURING

28
Saving Time and Money – A Common Problem Solved by Spreadsheet Integration

Using an Excel-based tool improved the user experience, reduced errors and costs, and expedited a process.
By TONY MASHINOT, TOYOTA BOSHOKU AMERICA

OATUG Leadership
Conferences & Events
Have you seen the unicorn?
Vendor’s Corner
Members’ Corner
SUBSCRIPTIONS: The electronic version of OATUG Insight magazine is available to all members. Contact membership@oatug.org or +1 404.240.0897 with questions about your subscription options.
SUBSCRIPTIONS: The electronic version of OATUG Insight magazine is available to all members. Contact membership@oatug.org or +1 404.240.0897 with questions about your subscription options.

Oatug Star
Partners
(List updated as of press time.)

Oatug Star
Partners

(List updated as of press time.)

OATUG Star Partners are a vital force in supporting the mission of providing Oracle applications and technology users tools that can help them enhance their productivity, maximize their investment, and influence the quality, usability and support of Oracle products. Participants in the OATUG Star Partner Program represent some of the most experienced and successful providers of services and solutions to the Oracle users community.

Five-Star

More4Apps
insightsoftware

Four-Star

vertex

FEATURES Fall 2019

Brian Pellegrin, SCI Shared Resources, LLC
I was at a conference a few years ago and introduced myself by mentioning that I was responsible “from an IT perspective” for supporting a multi-billion dollar, publicly traded firm that had gone live on Oracle Cloud Financials. The response I got was “so you are the unicorn.”
The person I was speaking to mentioned how hard it was to find someone who had actually gone live and how difficult it was to get realistic information about the experience or what life was like on Oracle Cloud Financials. We went live in July 2016, and that “unicorn” conversation happened shortly thereafter. However, the conversation stuck with me through the last several years.

FEATURES – TECH TALK Fall 2019

TECH TALK
Biju Thomas, OneNeck
As an “Apps DBA,” we sometimes forget that there is an Oracle database at the backend that requires the same care and proactive approach to reduce risk as any Oracle database supporting non-E-Business Suite (EBS) applications. One reason why Apps DBAs do not prefer to run proactive tools on the database is probably because the EBS Support Analyzer bundle includes EBS Core Analyzers (My Oracle Support Document ID 1545562.1) – we always associate “core” with the “Oracle database.”
What is ORAchk?
ORAchk and EXAchk (same as ORAchk, for Exadata systems) are lightweight and non-intrusive Oracle Stack health checks designed for automated risk identification and proactive notification. ORAchk is developed based on the most impactful recurring problems across multiple Oracle customers, using machine learning algorithms. Since new issues and recurring problems are identified each day, ORAchk has a quarterly release schedule. The tool runs locally, nothing to send to Oracle and wait for feedback. You run the tool and see the result right away! Always remember to download the latest version of ORAchk from My Oracle Support using Doc ID 1268927.2.

FEATURES Fall 2019

Journey to Cloud
Important Considerations for
Oracle EPM Reporting
Opal Alapat, InterRel

FEATURES Fall 2019

Journey to Cloud
Important Considerations for
Oracle EPM Reporting
Opal Alapat, InterRel

FEATURES Fall 2019

Journey to Cloud
Important Considerations for
Oracle EPM Reporting
Opal Alapat, InterRel
As Oracle’s new fiscal year dawned on the Enterprise Performance Management (EPM) world, with it came radical licensing changes and the vision of a more connected world of Oracle EPM Cloud. It’s expected with this new licensing that customers taking advantage of the streamlined pricing and those moving to cloud will open up their world of reporting.
What is EPM?

For those of you unfamiliar with EPM, to put it simply, EPM focuses on the ecosphere of processes and technologies that relate to enterprise-wide strategies, budgeting, and forecasting to support those strategies, the financial health of the organization overall, managing the financials, and monitoring operational effectiveness.

vendor corner

Are Your Spreadsheets Creating Risky Business?

INSIGHTSOFTWARE

Spreadsheets are probably the most ubiquitous business tool, due largely in part to their simplicity and universality. Microsoft Excel retains its popularity because it offers users the features they want in an interface they understand.

But as spreadsheets increase in use for critical business applications, they also create bigger risks and consequences due to those risks. General consensus is that up to 90 percent of all spreadsheets contain errors. These mistakes could be as small as a single mis-keyed number, but could bear expensive consequences: JPMorgan, for example, lost $6B due to a simple cut-and-paste mistake.

Compliance is another area of concern. With spreadsheets now regulated by the EU’s 2018 GDPR rule, users must monitor how documents are shared in order to maintain confidentiality and minimize the risk of a data breach.

Experts agree that spreadsheets are too useful and too entrenched to be replaced anytime soon. They also agree that as spreadsheet usage increases, risk proportionally increases as well. Ensuring that this mission-critical business tool remains an asset requires a stringent process for development and usage.

FEATURES Fall 2019

Robotic Process Automation
for Cash Reconciliation in General Ledger and Cash Management
Ashwin Bodalia, Elkay Manufacturing

FEATURES Fall 2019

Robotic Process Automation
for Cash Reconciliation in General Ledger and Cash Management
Ashwin Bodalia, Elkay Manufacturing
Elkay Manufacturing is a family owned business founded in 1920, celebrating its centennial anniversary in 2020. Headquartered in Downers Grove, IL Elkay serves a vast number of customers in the residential, commercial and industrial, retail, and food services space.

Elkay was started by visionary Leopold Katz and his son Louis on the north side of Chicago, with the goal of manufacturing the highest-quality sinks while providing exceptional service to customers. Today, Elkay is a leader in the development of stainless-steel sinks and water delivery products, like the company’s award winning ezH2O Bottle Filling station, with new, innovative products coming to market every year.

vendor corner

Independent Software Vendors Can Bring Oracle ERPs to Life

David Wright, Global Pre-Sales Manager, More4Apps

Oracle EBS is a great piece of software; it supports many business functions and is easy to tweak and change. Over the years, Oracle has provided multiple updates to the EBS user interface. From the original character-based telnet forms, GUI client/server forms through to using Java and HTML forms. They’ve even provided some nice ways to personalize the user interface to help build a more personalized user experience. But these only go so far.

ERP systems can be augmented further with integration solutions by independent software vendors (ISVs), bringing accelerated performance to these large and sometimes cumbersome business tools. ISVs are a key to any software ecosystem. There are a number of major benefits provided by ISVs.

FEATURES Fall 2019

OAUG Spring 2019 - Taking Off to Oracle Analytics Cloud
A Common Problem Solved by Spreadsheet Integration
Tony Mashinot, Toyota Boshoku America
Toyota Boshoku America (TBA) is part of the Toyota Boshoku Group, and is responsible for operations in North and South America. While Toyota is our biggest customer, we have many customers, including Subaru, Daimler, Mazda, BMW and GM. TBA implemented Oracle E-Business Suite (EBS) in 2009 at the first locations, and has continued to roll out EBS since. Currently, we have 15 locations running on our Oracle EBS instance.
The Opportunity to Develop a Better Solution
Like I am sure many companies experience, for us the large amount of master data can be quite daunting. Bills of material (BOMs) is one example. One variation of BOM for one front seat in a Toyota Highlander is over 100 parts, and then the seats are available in 27 varieties. Think of color variations, fabric variations, power versus non- power, heated versus non-heated — you get the idea.
Ready to Work Smarter?
Start working smarter today at
www.oatug.org/smarter.
#peoplepoweringprogress

CONFERENCES & EVENTS Fall 2019

Connect with the OATUG at Oracle OpenWorld September 16-19, 2019
11 Informative Turbo Talks
11 Informative Turbo Talks
11 Informative Turbo Talks

OATUG members will be leading educational and networking sessions to represent the areas of interest and success stories of Oracle Applications and Technology users during Oracle OpenWorld 2019. Browse the Session Catalog and enter the Session ID numbers from the list below in the keyword search to locate specific sessions.

Oracle Planning and Budget Cloud/Oracle Analytics Cloud at the University of Pittsburgh
SESSION ID: CAS2085
Monday, September 16, 09:00 AM – 09:45 AM
SPEAKERS:

Kirby Lunger, Partner, Performance Architects, Inc.
Doug Ross, Manager, Performance Architects, Inc.
Dianne DeNezza, Director, University of Pittsburgh

Powering Financial Reporting with Oracle Financial Consolidation and Close Cloud
SESSION ID: CAS3477
Tuesday, September 17, 12:30 PM – 01:15 PM
SPEAKERS:

Tejas Patel, Technical Architect, Applications Software Technology Llc
Harsh Dave, Principal Consultant, Applications Software Technology Llc

Oracle Planning and Budget Cloud/Oracle Analytics Cloud at the University of Pittsburgh
SESSION ID: CAS2085
Monday, September 16, 09:00 AM – 09:45 AM
SPEAKERS:

Kirby Lunger, Partner, Performance Architects, Inc.
Doug Ross, Manager, Performance Architects, Inc.
Dianne DeNezza, Director, University of Pittsburgh

Powering Financial Reporting with Oracle Financial Consolidation and Close Cloud
SESSION ID: CAS3477
Tuesday, September 17, 12:30 PM – 01:15 PM
SPEAKERS:

Tejas Patel, Technical Architect, Applications Software Technology Llc
Harsh Dave, Principal Consultant, Applications Software Technology Llc

MEMBERS’ CORNER Fall 2019

GEO-SIG NEWS
OATUG GEO-SIG News
New Name. New Look. Unlimited Opportunities.

It’s official, the OAUG is now the OATUG. We are extremely excited about this change and the new opportunities this creates for the User Community. We’ve highlighted a couple of changes below that you will soon see in the User Community.

Have you checked out the new OATUG website? It houses a plethora of information that will help you quickly access answers to your burning questions. We highly encourage you to join a virtual community and get involved in current discussions in The Hub or start a new discussion. Members can connect in The Hub online, anytime. Additional communities will be created in the coming months!

MEMBERS’ CORNER Summer 2019

Looking for Answers? start here!
OATUG The HUB
The Oracle Applications & Technology Users Group (OATUG) is a community of people powering progress. Here users of Oracle applications and technology connect with and learn from each other, experts, solution providers and Oracle product development teams.
Thousands of Oracle Applications users and expert consultants connect through the Oracle Applications & Technology Users Group (OATUG) to share best practices and learn from each other. In this short video, six OATUG members explain how they find answers through OATUG.
Connect in The Hub,
Our New Online Community.
Launch your team’s next search with the OATUG Career Center
REAL SOLUTIONS. REAL PEOPLE. REAL TIME.
REAL SOLUTIONS. REAL PEOPLE. REAL TIME.

New online communities in The Hub make it easier than ever to connect year-round with experts and peers. Join conversations in these communities:

  • Applications
  • BI & Analytics
  • DB & DevOps
  • COLLABORATE 19

Ask questions. Find answers.
Share your knowledge and experience.
Connect in The Hub at
www.oatug.org/TheHub

OATUG Logo Summer 2019
Thanks for reading our Fall 2019 Preview Issue!