Transcript Oracle I/PM for Applications

Using Imaging and Workflow to Automate E-Business
Suite Processes
Sancho Pinto
Consulting Product Manager
Nathan Angstadt
Director of Development
The following is intended to outline our general product
direction. It is intended for information purposes only, and
may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing
decisions. The development, release, and timing of any
features or functionality described for Oracle’s products
remain at the sole discretion of Oracle.
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Optimizing Business Processes
Reducing Transaction Processing Costs
Level of Automation
ERP
Transaction Cost
An Integrated
Oracle Solution
Imaging
Workflow
EDI,XML
XML
EDI,
SelfService
Service
Self
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The Cost of Paper
Physical Cost of Handling Paper
Electronic Transactions Cost 60% Less1
• $2B company with 100,000 invoices / yr
Ex. •
The Larger Paper Premium
Erosion of Profit Margins
• Unintentionally missed early payment
discounts (1% or more)
• Premiums charged to serial late payers
Wastes $1.5 million over 3 years
(1.5% or more)
Cost (in Millions)
• Undetected over- / double-payments
$2.5
$2
Cumulative
Cost Difference
Poor Cash & Payment Management
• Up to 60% of invoices have errors
• Lost interest on prematurely paid invoices
$1.5
Risk & Control Gaps
• ‘Floating’ invoices create invisible and
$1
$0.5
0
unaccounted liabilities
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Manual cost @
8.50 / invoice
2
3
Year
• Delayed shipments due to late payments
Electronic cost @
3.44 / invoice
1. Gartner, Invoicing and Payments: The Payer Value Proposition
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Oracle E-Business Suite
Opportunities for process optimization
USER
MANAGER
IT ADMIN
CONTENT
CAPTURE &
MATCHING
DATA
ENTRY
WORKFLOW
PERFORMANCE
SEARCH &
RETRIEVE
ROUTING
MONITORING
EXTENSABILITY
APPROVAL
REPORTING
CUSTOMIZATION
CONTENT
MANAGEMENT
BUSINESS PROCESS
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E-Business Suite Optimization
For the Business User
• Content management:
• Paper introduces inefficiencies that increase costs:
• Lost productivity due to handling and transportation
• Paper-bound processes are well defined but can’t be
automated (difficult to monitor; growth requires more staff)
• Search and retrieve:
• Business users need to be able to perform search / retrieve
functions for relevant documents from within E-Business Suite
• Routing:
• Business users need the ability to easily route items for re-work,
review or approval
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E-Business Suite Optimization
For Management
• Workflow:
• Advanced queuing and delegation is needed to better allocate
work distribution
• Faster response times could be achieved with the ability to
modify workflows as needed
• Greater efficiencies are realized when workflows can be ported
across multiple processes
• Monitoring:
• Managers need real-time insight at the user, queue and
process levels
• Managers need to ability to view and run reports based on a
wide variety of performance indicators
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E-Business Suite Optimization
For IT Administration
• Imaging and workflow systems integration requirements:
• Extensibility:
• Must be able to leveraged across multiple E-Business Suite modules
and provide APIs to support other applications that have imaging req’s
• Content Management capabilities should support extensibility into
other areas to increase automation (i.e. compliance)
• Flexibility:
• Integration must be loosely-coupled and built on a SOA to ease EBusiness Suite upgrades and ensure system integrity
• Scalability:
• Imaging systems must scale to meet all level of enterprise need to
optimize cost savings from converting from paper storage
• Viability:
• Systems should offer an integrated roadmap with E-Business Suite to
be able to leverage the latest functionality and ensure long-term ROI
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Complementing Oracle E-Business Suite
Accelerating business process automation
+
USER
MANAGER
IT ADMIN
CONTENT
CAPTURE &
MATCHING
DATA
ENTRY
WORKFLOW
PERFORMANCE
I/PM
SEARCH &
RETRIEVE
MONITORING
EXTENSABILITY
ROUTING
APPROVAL
REPORTING
CUSTOMIZATION
CONTENT
MANAGEMENT
BUSINESS PROCESS
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Oracle Imaging & Process Management
One platform automates all applications
Custom Apps
Payables
HR
API
Contracts
3rd Party Apps
API
I/PM
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Oracle I/PM & Oracle E-Business Suite
Levels of Automation
• Low: Back-end capture and archive:
• Batch scan and index at process completion
• Accessed via searches on image indexes
• Mid: Front-end capture and data entry:
• Invoices scanned upon receipt
• Routed for data entry (key from image)
• High: Front-end capture and workflow:
• Invoices scanned upon receipt, initiate
processes
• Process elements automated: PO matching,
vendor maintenance etc
Costs drop by
roughly 40% for
AP departments
employing a
mid-level of
automation, and
another 20% for
those using a
high level of
automation.
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Demonstration
Oracle I/PM for Accounts Payable
Oracle I/PM & Oracle E-Business Suite
Integrated User Experience
• I/PM is launched from
E-Business Suite UI to:
• Retrieve associated
images
• Access work lists
• Resolve exceptions
• etc.
Oracle I/PM & Oracle E-Business Suite
Application Extension Framework
•
•
•
•
Image and process enables business applications
Built on I/PM 10gR3 and SOA Suite 10gR3
Supports E-Business Suite 11i and R12
Minimal application footprint/customization:
• UI hooks - buttons/menus to access workflows and images,
• Send UI events, respond to UI events, cache session id
• Trigger server events e.g. invoice paid
• Flexible to enable additional customizations e.g.
• Customize data entry screens e.g. frequently used GL codes
• Customize process flows or plug in approval rules
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Oracle I/PM & Oracle E-Business Suite
Application Extension Framework
List tasks, perform tasks
Access images
I/PM VIEWER
E-BUSINESS
SUITE UI
E-BUSINESS
SUITE SERVER
APPLICATION
EXTENSION
FRAMEWORK
I/PM WEB
SERVER &
BPEL
Send async events (e.g. invoice
saved, invoice paid)
Complete tasks and
update index values
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Oracle I/PM & Oracle E-Business Suite
Capture Technology
• Oracle Capture (via recent Captovation acquisition):
• Production/high volume scanning
• Distributed/ad-hoc web based scanning
• Streamlined indexing with zonal OCR and barcode
recognition
• Partner Capture Solutions e.g. Kofax:
• Advanced capture functionality e.g. document
recognition
• Printstream and output management:
• Print streams and extract metadata at any level
• BI Publisher output e.g. invoices, purchase orders
Oracle I/PM & Oracle E-Business Suite
Workflow (Oracle BPEL Process Manager)
Create, deploy and manage business processes with both
automated and human workflow steps:
System integration:
• Insert and lookup EBS records
• 100+ application connectors
Human workflow services:
• Task assignment / routing
• Multiple workflow patterns
• Identity services
• Task list
• Notification services
Oracle I/PM & Oracle E-Business Suite
Monitoring (Oracle Business Activity Monitoring)
• Real-time visibility into business processes and
interactions enables services to be optimized:
• Visibility into in-flight
processes at the individual
and aggregate level
• Close to 40 different view
types including real-time lists,
charts and KPIs
• Business user friendly:
- Configurable rules/alerts
- User created dashboards
(No programming needed)
Oracle I/PM & E-Business Suite
Annotation & Redactions
• Browser plug-in and zero foot print viewers
• Annotate any content: Images, Office documents, ERM/COLD
• Markups individually secured. Enforce redactions
• No changes to original document
• Supports 400+ formats
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Oracle I/PM & Oracle E-Business Suite
Storage Capabilities
• Very high volume document storage
• Managed in applications for security and behavior
• Configurable storage policies:
• Leverage fast storage when needed
• Migrate across devices to lower TCO
• Cross application and secured saved searches
SnapLock
I/PM
SAN, NAS
Magnetic
Day 60
Optical, UDO
Day 30
Centera
Day 120
Oracle I/PM & Oracle E-Business Suite
Compliance
UNIVERSAL RECORDS MANAGER
Payables
T&E
Contracts
• Adapter for Oracle Universal
Records Manager:
• Centralized policies but
federated enforcement
• HIPPA support:
• Auditing
• Fine grained security via
searches
• Redactions
• WORM storage
I/PM
Oracle Imaging & Process Management
Customer Success
Oracle I/PM Roadmap
Imaging Platform for Oracle Fusion Applications
A/P
LEASING
T&E
EMPLOYEE ON-BOARDING
A/P
LEASING
T&E
EMPLOYEE ON-BOARDING
SOA SUITE
SOA SUITE
I/PM
TODAY
11g
I/PM
Why Oracle I/PM & Oracle E-Business Suite?
Accelerating business process optimization
• Single vendor:
• End-to-end Oracle solution provides process automation from
capture, to storage, to retrieval to archive
• Enables workers to access and manipulate imaging content within the
context of familiar Oracle Applications
• Platform-centric:
• Image-enables multiple processes and applications on a single
repository
• Loosely coupled SOA-based integrations ease administration and
system upgrades
• Fusion-ready:
• Out-of-the-box Oracle Apps integrations available today; will provide
the default imaging repository for Fusion Apps tomorrow
• Extensible for use with records or document management as a part of
a cohesive content management solution
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