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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
2
Webinar Logistics
Hide and unhide the Webinarcontrol panel by clicking on thearrow icon on the top right ofyour screen
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Ask questions throughout thepresentation using the chatdialog
Demo oriented Questions will be reviewed and
answered (time permitting) at theend of the presentation
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
3
Agenda
Introduction Common Requirements Business Challenges Introducing CS*Form
Features at a glance Examples/Screenshots Demonstration Benefits Q&A
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Introduction
Craig ONeill CTO, CaoSyso Leads the development team on product strategy and development
o Working in the software industry for over 24 years
o A certified IT architect; filled many roles from developer to technical consultant
o Vast experience and knowledge of software development and product delivery
o Specialising in complimentary productivity and GRC solutions for the Oracle E-
Business Suite
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
5
Common Requirements
You need an embedded core reporting solution
o Internal reporting
o Day to day reporting
You have numerous mini-applications for additional functionality
o Capture additional industry/organization specific information
o Expose additional information
o Read-only and/or simplified Oracle forms
o Streamline application processes
o Often implemented as a spreadsheet, Access application, VB appetc
You wish to provide interactive on-screen versions of many existing printedreports
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
6
Common Requirements
You want to reduce the number of traditionalcustomizations
You lack the resource, time and budget needed to satisfy many business andend-user requirements
You desire the ability to react quickly to ongoing user requirements
You want to reduce the burden on IT
You want to reduce your reliance on external resource
The business is cutting costs
many others
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
7
Business Challenge #1 - Time
To implement anything new that is part of the Oracle E-Business Suite takestime
o Even relatively simple reporting extensions can take a long time to implement
o Having to resort to an out of Oracle reporting solution can take a long time to
implement (installation, training, developmentetc)
Most businesses do not have enough time to develop these kinds of solutions
o Reducing head count, reducing reliance on external resource (contract staff,implementation partners)
Excessive time is often needed to manage custom solutions, particularlythrough patching and upgrading
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
8
Business Challenge #2 - Cost
To implement anything new that is part of the Oracle E-Business Suite isexpensive
o Any kind of reporting extension is going to be costly
Most businesses do not have the budget to develop these kinds of solutions
o The current economic climate
o Cost cutting
Excessive cost is often incurred when managing custom solutions, particularlythrough patching and upgrading
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
9
Business Challenge #3 - Skills
To implement anything new that is part of the core Oracle E-Business Suiterequires a high level of technical ability
o Oracle E-Business Suite Development
o Oracle Forms
o Oracle Reports
o PL/SQL
o Other Oracle Development Tools
Many businesses do not have the skills in-house to develop custom solutions
External resource is often used which brings issues
o No accountability once the resource has gone
o Ongoing support presents a major problem
o Customisations can lead to a black-box solutions
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
10
Business Challenge #4Functional Gaps
Oracle E-Business is a huge suite of enterprise applications, however...
o As with all large scale systems there are always going to be gaps in functionality
o Many gaps will need to be filled to meet the businesses needs
o Often gaps need to be filled to ensure compliance
o As end-user experience grows, more gaps and inefficiencies will be identified
o Business processes change and as a consequence your applications will needtailoring and extending
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Business Challenge #5 - Future
Strive to make better user of your existing investment in Oracle enterprisesoftware
Huge numbers of organizations using some version of 11i
R12 has a life span in its current form of at least 7 to 10 years (probably longer)
Applications Unlimited (Oracle EBS is here to stay)
Oracle has migrated a small % of professional forms to OAF for R12 andannounced there are no plans to migrate further forms
Dont be put off because of possible future trends/direction
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Business Challenges - Summary
Time, Cost and Skills
o Required to create custom solutions
o Ongoing support
Functional Gaps
o Stakeholders, sponsors and end-users often require extensions
Future Technologyo Dont be overly concerned
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Introducing CS*Form
CS*Form enables your organization to create powerful and embeddedreporting and transactional solutions for EBS with a native look and feel
CS*Form can be used by almost anyone with very little technical knowledge
CS*Form is of major benefit to any business area and almost any Oracle EBSmodule
User friendly and feature rich
Unrivalled power
Unique in the industry
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Who Can Create Solutions?
Functional Consultants
Technical Consultants
Developers/Programmers
Power/Super Users
Database Administrations
System Administrators
Business Analysts
Systems Analysts
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Who Can Benefit?
Almost Everyone!
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Features at a Glance
Online interactive reporting
Dynamic screen development
Several template screen styles
Multiple screen/drill down capability
Transactional solutions for full featured extensions
Pre-compute functionality for instant results
Hardcopy option with CS*Report
Base View for use in other solutions/tools
Stored procedure creation and invocation
Simple Events Tag scripting for additional interactivity
Custom Code Interface
Application Builder for instant deployment
Conditional formatting and access
Simple installation (less than 1 hour)
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
17
Features at a Glance
Version Control built-in
SQL Builder
XML support for transporting solutions
Complex validation rules and list of values
Powerful default value functionality
Dynamic Data References
Predefined Placeholder Values
Snapshot data with CS*Snapshot
Simple, Fast Deployment of solutions
Powerful yet simple IDE
Fully embedded into Oracle E-Business Suite
Fully integrated with CS*Applications
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
18
Solution Examples
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Solution ExampleReplaced External Reporting Solution
Here we have replaced an external mini-application originally developed usingOracle EBS interfaces and MS Excel; it is used to as a catalog reporting andpurchasing analysis solution
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
20
Solution ExampleCapture Industry/Organization Specific Information
This example solution is used to capture additional payroll budgetinformation; this is then used to compare against actual payroll values postedto the General Ledger
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
21
Solution ExampleExpose Additional Information
Here we have created a new screen that is used to provide the user withinformation they dont currently have easy access too This solution is used to find which Request Groupsa particular Concurrent Programis
assigned to
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Solution ExampleRead-only/Simplified Standard Forms
Here we have created a solution that is to be deployed to using who onlyrequire read-only access to some sensitive information within EBSo This solution is a simplified and read-only version of the standard Oracle Form
used to view and maintain Bank details
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
23
Solution ExampleStreamline Application Process/Interactive Reporting
This solution was created as a replacementfor several hard to use and very in-efficientstandard forms within the Oracle Projectsmodule; it addressed several issues found instandard functionality and streamlined theway users work
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
24
Solution ExampleReplace Printed Report
Here we have a couple of example CS*Form solutions that are replacementsfor standard reports
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
25
Solution ExampleReplace External Mini-Application
Here we have replaced an external mini-application originally developed usingMS Access. It is now fully embedded into Oracle ERBS with a native lookand feelo This solution is a simple Issue Trackingsystem that users of EBS can use to raise
issues, bugs or just ask questions
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Demonstration
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Key Benefits/Value Proposition
Considerable reduction in time and resource required to develop solutions forOracle E-Business Suite.
o The sheer speed of development has to be seen to be believed.
Enormous direct cost savings
Numerous indirect cost savings...
o Reduced developer training costso Reduced support costs
o Reduced software management costs
o More productive use of your own in-house teams and/or implementationpartners
o
More efficient /optimised use of your enterprise applications Centralized control and development.
No major technical skills are required for development or support
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Key Benefits/Value Proposition
Delivers consistent, high quality solutions
Gain the ability to respond rapidly to ongoing user demands
Risks are minimised
o Application stability
o Re-work after patching/upgrades
o Lack of resources for on-going support
o Built entirely on Oracle EBS technology stack
All solutions reside within the underlying database and so there are no issues with codemanagement and deployment
Maintain a native look and feel so end-users feel right at home
Deliver solutions often sidelined due to time and/or budgetary constraints Bottom lineimprove reporting and use of Oracle EBS while saving time and money
Rapid return on investment
o Often realised in weeks, not quarters or years
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Multiple Capabilities
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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CaoSys Solution Suite
A comprehensive suite of solutions...o Improving efficiency with productivity solutionso Delivering assurance through compliance
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Q&A
Q&A
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
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Webinar Series
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Improve Core Reporting in Oracle E-Business suite While Saving Time and Money
Copyright 1999-2011 CaoSys Limited. All rights reserved.
Oracle and Oracle E-Business Suite are trademarks or registered trademarks of Oracle Corporation
33
Next Steps
Schedule a more in-depth live demonstration...o See any CaoSys product in action
AcceleratedProof of Concept...o Available for any of our solutionso Very focused to ensure effective very quickly
o Accelerate your decision making processo Complete POC in as little as 2 weeks
More information software at www.CaoSys.com
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Thank you