Automated Intelligence for the Oracle eBusiness Suite

1
Automated Intelligence for the Oracle e-Business
Suite
SWIFT Suite Rapid Deployment Toolkit
2
Company Overview
3
RapidSOLUTIONS

• Company Profile
• RapidSOLUTIONS is a leading designer of
  KnowledgeWare toolkits for the Oracle e-Business
  Suite that empower companies, their IT staff and
  consultants alike to implement and maintain these
  oracle systems. KnowledgeWare uses proven
  technology coupled with revolutionary concepts
  and advanced automation enabling the delivery of
  business services. Founded in 1991, the team have
  been responsible for designing and building
  Oracle e-Business suite toolkits and applications
  that are used by more than 400 customers in more
  than 35 countries.
• Company Mission
• To be a leading implementor of the Oracle
  e-Business Suite using our Knowledgware Toolkits,
  by helping our customers, partners and
  distributors work together to align their
  business requirements and the Oracle software in
  a quick, easy and effective manner.
• Company Background
• Founded in September 1991
• Company HQ located in Singapore
• Development Centre located in Bangkok, Thailand
• Geographic sales covering
• North America, South America, Asia Pacific,
  Japan, India, Part of Europe and Africa
• Implementations by our consulting team in
• USA, AUSTRALIA, JAPAN, SINGAPORE, HONG KONG,
  THAILAND, CHINA

4
RapidSOLUTIONS

• Commitment to Innovation
• 2000 Pioneered a pre-configured solution for the
  core Oracle e-Business Suite modules
• 2002 Oracle adopted the pre-configured solution
  for sale throughout Asia Pacific
• 2003 Oracle adopted the pre-configured solution
  for sale in South America
• 2003 The most innovative e-Business Suite
  solution on Linux
• 2004 E-Business Suite Marketing Excellence
• 2005 Announced SWIFTSuite for Enterprise
  customers using the Oracle e-Business Suite
• 2005 Emerson Electric purchased the SWIFTSuite
  solution
• 2006 Emerson completes full ERP in 11 countries
  for 30 companies in 14 months
• 2008 SWIFTSuite V2 Released
• Designed for Oracle E-Business Suite Fusion
• Support Oracle EBS Release 12
• Provides automation for any HTML application
• Completely rebuilt from the ground up
• Emerson US21billion has the majority of its
  business divisions using RapidSOLUTIONS tools and
  services
• Number of companies live on Oracle using
  technology from RapidSOLUTIONS now passes the 400
  mark
• Support with Release 12 is extended to 29
  languages
• Customers in 35 countries
• More than 70 Oracle modules now supported

5
Scott Free Solutions, LLC

• U.S. Partner to Rapid Solutions since 2005.
• Principal US contact for SWIFT Suite licensing,
  services, and training needs.
• Development efforts include direct client and
  U.S. Channel development.
• Channel Development
• Target Big 4 global consulting firms
• Regional consulting firms
• One-off opportunities
• Direct Client
• Typically efforts include providing front
  office activities in coordination with RSC back
  office. By utliizing both our organizations
  strengths, you get essentially round the clock
  consulting efforts
• Resale of end user licenses for internal use

6
INTELLIGENT AUTOMATION

• High level Introduction

7
Intelligent Automation
Automate Almost any Application that is UNIX
server based
Inject configurations and data into any HTML
screens

• KnowledgeBase

8
Intelligent Automation
Automate Almost any Application that is UNIX
server based
Inject configurations and data into any HTML
screens
Inject configurations and data into any ORACLE
FORMS screens

• KnowledgeBase

9
Intelligent Automation
Automate Almost any Application that is UNIX
server based

• Automate any Server Tasks
• Installation
• Maintenance
• Deployment
• Backup
• NB Command line commands

• KnowledgeBase

10
Intelligent Automation
ARCHITECTURE
Knowledge Modules
CONFIGURATOR
11
Intelligent Automation
KNOWLEDGE MODULES

• Consist of
• Inventory
• Navigation
• Scenarios
• Configuration Data
• Menus

• New Modules of Knowledge can be prepared and
  plugged in with NO PROGRAMMING REQUIRED
• Existing knowledge modules exist for
• Oracle e-Business Suite 11i
• Oracle e-Business Suite Release 12

12
Intelligent Automation
KNOWLEDGE MODULES

• Consist of
• Inventory
• Navigation
• Scenarios
• Configuration Data
• Menus

Details of each field on the screen is entered
into MS-EXCEL

• New Modules of Knowledge can be prepared and
  plugged in with NO PROGRAMMING REQUIRED
• Existing knowledge modules exist for
• Oracle e-Business Suite 11i
• Oracle e-Business Suite Release 12

13
Intelligent Automation
KNOWLEDGE MODULES

• Consist of
• Inventory
• Navigation
• Scenarios
• Configuration Data
• Menus

Details of how to navigate through each screen is
entered into MS-EXCEL

• New Modules of Knowledge can be prepared and
  plugged in with NO PROGRAMMING REQUIRED
• Existing knowledge modules exist for
• Oracle e-Business Suite 11i
• Oracle e-Business Suite Release 12

14
Intelligent Automation
KNOWLEDGE MODULES

• Consist of
• Inventory
• Navigation
• Scenarios
• Configuration Data
• Menus

Details of the sequence to process each screen is
entered into MS-EXCEL

• New Modules of Knowledge can be prepared and
  plugged in with NO PROGRAMMING REQUIRED
• Existing knowledge modules exist for
• Oracle e-Business Suite 11i
• Oracle e-Business Suite Release 12

15
Intelligent Automation
KNOWLEDGE MODULES

• Consist of
• Inventory
• Navigation
• Scenarios
• Configuration Data
• Menus

The data to be entered into each screen can be
entered online into CONFIGURATOR or OFFLINE into
MS-EXCEL

• New Modules of Knowledge can be prepared and
  plugged in with NO PROGRAMMING REQUIRED
• Existing knowledge modules exist for
• Oracle e-Business Suite 11i
• Oracle e-Business Suite Release 12

16
Intelligent Automation
KNOWLEDGE MODULES

• Consist of
• Inventory
• Navigation
• Scenarios
• Configuration Data
• Menus

The menu structures you want to maintain the
system via can be entered into MS-EXCEL

• New Modules of Knowledge can be prepared and
  plugged in with NO PROGRAMMING REQUIRED
• Existing knowledge modules exist for
• Oracle e-Business Suite 11i
• Oracle e-Business Suite Release 12

17
Intelligent Automation
KNOWLEDGE MODULES

• Consist of
• Inventory
• Navigation
• Scenarios
• Configuration Data
• Menus

All of this information is then imported into
SWIFTSuite. The IA engine will then automate the
rest.

• New Modules of Knowledge can be prepared and
  plugged in with NO PROGRAMMING REQUIRED
• Existing knowledge modules exist for
• Oracle e-Business Suite 11i
• Oracle e-Business Suite Release 12

• KnowledgeBase

18
Knowledge Module for the Oracle e-Business Suite

• Key Features
• Products for the entire lifecycle
• Build a new Standard Release 12 instance with
  your organization structure and COA
• Automate the creation of CRP, SIT, UAT and
  Training environments
• Setup new operating units in hours
• Extract 11i configurations and produce a BR100
  report
• Compare configurations from multiple
  environments
• Data Migration
• Version Control

19
How to use
Enter Foundation information Oracle Org chart
details COA, Calendar, Currency, SOB
etc Responsibilities Budgets AP Options, Tax
codes etc AR Options, Tax Codes etc PO Options,
Buyers, Approval groups HR Employees, Positions,
Jobs etc OM Parameters, Shipping, Sequences
etc INV calendars, subinventories etc MFG BOM,
Classes, MDS, Planning etc Build and Run you
package instance is ready Instance with
customer structure ready to use same day or
next day

• DEMO

Foundation Release 12 creation
20
How to use Project in Progress
Consulting team TEST their configurations In the
TEST instance. Once configurations are seen to
be working then document them using CONFIGURATOR
instead of WORD or EXCEL
Available for all projects GLOBALLY consistent
format
21
How to use Project in Progress
Consulting team TEST their configurations In the
TEST instance. Once configurations are seen to
be working then document them using CONFIGURATOR
instead of WORD or EXCEL
Value Configurations continually captured at
the time of being certain. Only need to capture
the configurations ONCE Safeguards against
Project staff turnover Provides the assurance
that configurations are usable and
repeatable Configurations instantly available to
team members GLOBALLY for this and OTHER projects
Available for all projects GLOBALLY consistent
format
22
How to use Project in Progress
Consulting team TEST their configurations In the
TEST instance. Once configurations are seen to
be working then document them using CONFIGURATOR
instead of WORD or EXCEL
ALTERNATIVE REVERSE the configurations from
the TEST instance To CONFIGURATOR
Available for all projects GLOBALLY consistent
format
23
How to use All instances used by customer
built by the tool
All Instances can be fully automatically
built Functional and Technical steps - automated
GAP/CRP/SIT/UAT/TRAIN
Available for all projects GLOBALLY consistent
format
24
How to use All instances used by customer
built by the tool
Value All instances take only a few hours to
prepare. Configurations are proven due to
continued generation of all instances that a
customer uses Configurations are undertaken the
same way every time
All Instances can be fully automatically built
GAP/CRP/SIT/UAT/TRAIN
Available for all projects GLOBALLY consistent
format
25
VERSIONs
CONFIGURATIONS / RICE OBJECTS
Configuration Data is tagged see example
Client CNI Release 281
26
VERSIONs
CONFIGURATIONS / RICE OBJECTS
RICE OBJECTS Unix framework scripts are stored
in the knowledgebase
27
VERSIONs
CONFIGURATIONS / RICE OBJECTS
RICE OBJECTS Unix framework scripts are stored
in the knowledgebase
Framework scripts contain tags which are replaced
with data from the Knowledgebase at Generation
time.
28
VERSIONs
CONFIGURATIONS / RICE OBJECTS
RICE OBJECTS Unix framework scripts are stored
in the knowledgebase
Scripts contain all possible responses from the
operating system and provide answers to all
possible questions
29
VERSIONs
CONFIGURATIONS / RICE OBJECTS
RICE OBJECTS Unix framework scripts are stored
in the knowledgebase
So these scripts are dynamically created at
generation time and can perform any task that can
be controlled from the COMMAND LINE
30
VERSIONs
CONFIGURATIONS / RICE OBJECTS
RICE OBJECTS Unix framework scripts are stored
in the knowledgebase
RICE OBJECT details can be stored in the
KNOWLEDGEBASE and tagged with the Version via
the filter
Rice Object Pool
31
VERSIONs
CONFIGURATIONS / RICE OBJECTS
RICE OBJECTS Unix framework scripts are stored
in the knowledgebase
RICE OBJECTs can be stored in the SWIFTSuite
Server file system and tracked by the CONFIGURATOR
Rice Object Pool
32
VERSIONs
CONFIGURATIONS / RICE OBJECTS
RICE OBJECTS Unix framework scripts are stored
in the knowledgebase
The appropriate UNIX script can be added into the
Scenario at the necessary step. The IA Engine
will load the report object into the BWP and
dynamically adjust the UNIX script based on the
data from the KnowledgeBase for the requested
Version Filter
Rice Object Pool
33
VERSIONs
VERSIONS Roll forward or backwards to any
version by selecting that version number and
building the package Running the package will
redeploy the configurations and programs. The
ability to redeploy any specific version will
depend on the changes made to the configurations
or the data and is an issue related to any
situation when requiring to rollback.
34
A
35
PRODUCTS
36
Why be interested ?

• Reason
• Implementation
• Adding New Modules
• Adding New Companies
• Sets of books
• Operating units
• Countries
• Etc
• Data Migration
• Interfaces

• Time and Cost Savings
• 50 - 70
• 70 - 90 for existing modules
• 90 - a questionnaire and 2-3 days

37
Introducing SWIFT Suite

• Includes These Tools

38
SWIFT Suite Modules for Oracle EBS
39
SWIFTSuite The e-Business Life Cycle Management
Tool
Installation Management

• RELEASE 11i
• Installation process installs
• Oracle EBS Software
• Most if not all the patches you are going to need
• Languages NLS and MLS
• Localizations configured for each required
  country
• Country specific business needs also configured
• Japan - Tegata
• Bill Placement Asia etc
• GOLD MASTERS for Linux and Solaris

• RELEASE 12
• Install Release 12 on any operating system in any
  configuration of your choice
• Patch the instance to a level of patches list
  supplied by RapidSOLUTIONS
• Our technology will setup or inject the rest
• Preferably install all modules to enable your
  growth into any other modules later and easier
  step.

40
SWIFTSuite The e-Business Life Cycle Management
Tool

• Configuration Management
• Intelligent tool learns about your existing
  instances
• Enables the tools to work with existing
  customers
• Obtain a full list of all your configurations
  from every instance
• Have the ability to REUSE the configurations
  not just report
• Ability to maintain the configurations
• Able to extend the footprint of existing
  instances add new modules

41
SWIFTSuite The e-Business Life Cycle Management
Tool

• Oracle e-Business Suite Builder
• Build a new oracle instance configured to your
  needs in a few hours
• Add new Business Units in a few minutes
• Supports 70 modules
• Supports 130 business flows
• Configure a GLOBAL Enterprise size company any
  configuration supported by Oracle EBS and
  automatically inject the results

42
SWIFTSuite The e-Business Life Cycle Management
Tool

• Data Migration Management
• Migrate master data and balances with easy to
  use templates
• No programming required
• Can be undertaken by users with minimal
  consulting assistance

43
SWIFTSuite The e-Business Life Cycle Management
Tool

• Interface Management
• Interfaces both in real time and/or batch
• Receivables
• Payables
• Order Management
• Manufacturing

44
SWIFTSuite The e-Business Life Cycle Management
Tool

• Maintenance Management
• Maintain the Oracle instance to meet ongoing
  business needs
• Automated patching
• Automated upgrades

45
Reverse Learns about your existing oracle
instance It can use that information to decide
how to configure you new modules Or operating
units
REVERSE

• EXISTING CUSTOMERS
• Use the power of the tools to add new modules
  quickly
• Add new operating units in minutes instead of
  weeks
• Merge your multiple instances into a single
  instance
• Maintain your multiple instances from a single
  workbench
• Maintain all instances to the same configuration
  and patch levels
• Have the documentation for all your Oracle
  instances available from anywhere and up-to-date

46
Compare configurations between Oracle instances
47
Compare configurations between Oracle instances
Run a standard BR100 report and compare
configurations REVERSEd from different instances
48
Compare configurations between Oracle instances
Change the configurations OFFLINE and UPLOAD them
49
Compare configurations between Oracle instances
Change the configurations ONLINE
50
SWIFT Suite WHAT Can it help me DO?

• A knowledgebase of your configurations
• Produce a BR100 at any time
• Maintain the configurations
• Maintain the original instance with
  configuration changes
• Maintain the original instance with new patches
• Use the configurations to form an industry or
  company standard template
• Inject the configurations into any new Oracle
  instance in hours
• Build upon the knowledge over time and improve
  the value of the configurations
• new business needs Mergers and acquisitions
• new Oracle modules coming into the suite
• company specific knowledge
• Business flow diagrams
• Enables the use of the other tools for all the
  phases of the lifecycle such as
• Configure, Migrate, Build, PatchManager

51
SWIFT Suite THE FLOW
Questionnaire
AND/OR
Extract Configurations Obtain Patch Levels
BR100 HTML format
Produce a BR100
Build the Injection Package
52
The Heart Of The System

• The KnowledgeBase
• a multi dimensional cube of configurations

53

• COUNTRY LAYERS
• Choose from 30 countries
• Includes Oracle Localizations
• Includes local statutory needs
• Includes local business needs for example
• Japan Tagata
• India Challan
• Asia Bill Placement
• Venezuela
• Czech Republic
• China/Vietnam Govt. mandated chart of accounts
• All countries have localizations over and above
  standard Oracle product

Languages / Setup Layers are cumulative and work
by exception

• COMPANY LAYER
• Any specific company configuration
• Can be different for each company if needed

• CORE SETUP
• Provides base application setup configurations
• Provides tuning parameters
• Configures concurrent managers
• Options of Business flows
• Performance Management
• Customer Relationship Management
• Financial Management
• Human Resource Management
• Supply Chain Management

Third Layer (e.g. Customer Specific)

• USER LAYER
• Result of Discovery

Second Layer (e.g. Country 20 specific setups)
Base Language layer 100 Core setups
54
Languages / Setup layers are cumulative and work
by exception
All layers of setups are applied in a selected
sequence, allowing to drill-down from the most
generic setups (global generic-country Core) to
the most refined level of setups (Specific
country, default group of companies defaults,
then specific company details). The end-result is
a matrix of merged setups representing 100
accurate setups to inject into Oracle Apps.
Base Language layer 100 Core setups
Second Layer (Countries)
Third Layer (User)
55
A