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Oracle Financials Update


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Title: Oracle Financials Update

Oracle Financials Update
  • TIPS Meeting
  • January 17, 2007

Financial Systems Support
  • Ganesh Karkala
  • Director Financial Systems Support

Financial Systems Support Model
  • Financial Systems Support Team
  • Consistent structure across all applications
  • Extensive Oracle experience
  • New Quality Assurance Function
  • Combined Peoplesoft/Oracle Help Desk
  • Dedicated staff
  • Quicker problem resolution

Browser Operating System Updates
Recent updates not authorized for use with Oracle
and ReportMart3 Administrative Applications
Oracle Browser Requirements
For a complete list of all Administrative System
Browser Requirements, go to http//www.stanford.e
Highlights of Recent Releases
Highlights of Recent Releases
For a complete list of open and closed
iProcurement issues, please view the iPO Problem
Analysis Report available on the Oracle
Financials Purchasing web page at
Plans for FY07
  • Tana Hutchison
  • Associate Controller

Highlights of Projects Initiated in FY07
Highlights of Upcoming Changes
Stay informed by subscribing to
purch-users_at_lists reimb-users_at_lists
ijournals-users_at_lists etc.
Reporting Update
  • Susan Empey
  • Manager, Financial Reporting

Management Report Redesign Project
EXP Mgmt Reports 1st Priority Released July 2006
Printed Online EXP Statement PI Quarterly
Certification Report TBD FY07
Operating Revenue Reports TBD FY07
Central EXP Reports TBD FY07
8 Old EXP Reports FIN_EXP_104_Detail_Transaction
s FIN_EXP_143_Monthly_PTA_Summary FIN_EXP_144_Mont
hly_Rollup_Summary FIN_EXP_145_Project_by_Org_FTD
FIN_EXP_146_Project_by_Org_PTD FIN_EXP_147_Project
_Mo_By_Mo_Org FIN_EXP_151_Transaction_Detail_by_Or
g FIN_EXP_250_Transaction_Detail_by_Month
7 NEW EXP Reports FIN_EXP_275_Award_View FIN_EXP
_276_Project_View FIN_EXP_277_Task_View FIN_EXP_27
8_Executive_Summary FIN_EXP_279_Transaction_Detail
2 New reports with drilling features FIN_EXP_28
0_Month_By_Month_Drill FIN_EXP_281_PTA_Interactive
Reminder 7 NEW Expenditure Reports
Released July 6, 2006
Transitioning to the New EXP Reports
  • We must retire the old EXP reports
  • Why?
  • The new reports have been redesigned with end
    users to improve overall usability (i.e. standard
    search prompts, data downloads)
  • The new reports provide new capabilities
    including drill-down
  • Data updates on the old EXP reports are limited
    to once a week
  • The underlying data tables for the old EXP
    reports are time consuming and expensive to
  • When?
  • The old EXP reports are scheduled to retire on
    January 31, 2007

Summary of New Expenditure Reports
For help in transitioning to the new EXP reports
  • Start using them!
  • Refer to the job aid titled Expenditure Report
    Redesign Summary of Changes to help you
    understand the relationship between the old and
    new reports and to determine the right report and
    tab to meet your needs.
  • Refer to the training presentation Using the new
    WEBI Expenditure Reports with Drilling Features
    or check STARS and enroll in the FIN-0330
    instructor-led class.
  • Review the Guide to Managing Your Money job aid
    updated to reflect the new Webi Reports.
  • Attend Friday Drop-in Practice Labs. Every
    Friday, 900 A.M. to noon, Arguello Lab, 427
    Arguello Way. No registration needed!

Job Aid and Training Material available on the
Oracle Financials Reporting web page
at http//
ReportMart3 Evolution
Beginning July 2006
Beginning 2007
Ad Hoc Pilot
  • Purpose
  • Test tool capability and usage prior to general
  • Validate data requirements and tune performance
    if needed
  • Enhance training and determine support model
  • Pilot Schedule Sep 2006 - Feb 2007
  • Status
  • Approximately 60 pilot users across campus
  • Several enhancements being released in January
    for continued pilot testing
  • University-wide Ad Hoc rollout strategy being

Web Redesign Project
  • Belinda Vaughan
  • Director of Communications

New Financial Services Website
  • Objective
  • To provide a comprehensive body of useful
    information about how to perform financial tasks
    at Stanford.
  • Scope
  • Replacing the existing Controllers Office
    Oracle Financials websites with a new more
    comprehensive site.
  • User Centered Design Strategy
  • Designed for end users
  • Gathering user input throughout the process
  • Organized by roles and tasks
  • i.e. staff, faculty, students, parents, vendors
    contractors, etc.
  • Then by financial topic and related tasks
  • Easy to find information through better search
    results, A-Z index and improved navigation
  • Standardized design, consistent style and page
    templates throughout
  • Timeline
  • Project initiated May 2006
  • Target completion summer 2007

Highlights of Major Activities
Phase1 Strategy Definition
Phase 2 Information Architecture
Whats Next
Phase 3 Content Development Visual Design
  • Finalize page templates, style guides, and
  • Create new content
  • Finalize graphical design
  • Conduct Phase 3 usability testing

Future Vision
  • Site usage increases
  • Information is valuable to end users
  • Users are more productive
  • Information is easy to find and absorb
  • Information is thorough and helpful
  • Users trust the content
  • Content is accurate
  • A proactive audit process ensures that data is
    updated and refreshed
  • Customer satisfaction measurements drive
  • Metrics are defined and measured
  • An improvement process is in place

The new Financial Services web site reflects
Stanfords high quality image.