- oracle | integrated cloud · pdf filetraining material bpm all levels operations monitoring...

<Insert Picture Here>

Oracle Business Process Modeling and AnalysisS281458

Pat Krebs Olaf GeyerManager, Business Process Engineering Senior Consultant, IDS Scheer


Agenda

• What is the Challenge?

• Oracle’s Approach to Business Process Modeling and Analysis (BPA)• Approach, Methodology, Standards, Notation and

Tools

• Business Process Influence on Fusion Application Development

• The Tool

• The Partner

• The Content

• High-level Review of Some of the Current 22 Fusion Business Processes

Our Understanding of Business Process Management

• Business Process Management (BPM) includes a set of activities that organizations perform to either optimize their business processes or adapt them to new organizational needs.

• Important elements include business process modeling and analysis (BPA), orchestration (BPEL), and business activity monitoring (BAM).

• This session focuses on the BPA element and outlines Oracle's approach, methodology, and business process models, along with suggested uses for those models.

What is the Challenge?

• Coordinating business processes is not simple or linear as might be portrayed in the world of traditional task management.

• Business is constantly changing, messy, unordered and chaotic; work activities and tasks have to be processed in parallel.

• Coordination requires the spawning and asynchronous execution of nested tasks and parallel activities

• And it is not just tasks that occur in parallel, but decision-making, distributed computation and the movement of information within the company and across the value chain.

S2S Disconnected

S2S Connected

S2S Expanded

• Large and complex• Dynamic• Widely distributed and customized• Cross boundaries within and between businesses• Long running• Automated• Both business and technical in nature• Dependent on and supportive of intelligence and

judgment of humans• Difficult to recognize

Characteristics of Processes

• The best way to understand how your business is running - is to understand your processes.

• The first step in doing that is to model your business processes.

• Oracle will enable you to model and understand your business processes - including pre-built content.

What is the Answer?


Oracle’s Approach to Business Process Modeling & Analysis (BPA)

Background

• Executive Directive• Business Process Modeling to be the foundation for Fusion

development processes throughout the APM lifecycle

• Why?• Customers demand it• Competition delivers it• Can’t assess Product Line capabilities without it• Can’t build process-centric applications without it• Makes upgrades to Fusion easier

Business Process Model Value Proposition: Internal Value (Application Development)

1. Promote Business Process Centric Design vs. Product Centric Design

Articulate and ensure we have seamless business process support across multiple products and product lines

• Used by strategy to communicate BRD application requirements from a business process perspective

• Used by strategy to analyze, define and communicate BI requirements from a business process perspective

• Used by strategy and development to analyze and define industry functionality variations from a business process perspective


2. Provide High Level Business Process Context and Understanding

Provide development with a high-level abstraction for understanding where what they are building fits in to the overall business process picture

• Used by developers to understand the business context for the tasks they are developing application functionality for

• Used by developers to analyze SOA opportunities• Used by developers to analyze and design BPEL opportunities• Used by developers to analyze, design and define application security objects• Used by UX to create page flow designs• Used by system testers to create and test task flows, particularly those task

flows that cross product and product line boundaries


3. Provide Framework for all Associated Business Process Centric Deliverables

Ensure that all business process-related deliverables are organized and presented in the same consistent way

• Used by Business Flow Accelerators teams to scope and organize corresponding implementation accelerator tools and guidance

• Used by Tutor developers to scope and organize corresponding end-user procedures• Used by Documentation teams to organize and present process related application

content• Used by Training teams to organize and present process related application content

Business Process Model Value Proposition: External Value (Field Readiness)

1. Provide customers with a High-Level Abstraction of Business Processes across Products

Provide application task flow intelligence for implementation fit/gap analysis and project management by customers and implementers

Demonstrate to customers prior to Fusion v1 the analysis and design effort being put into Fusion development

Business Process Model Value Proposition: External Value (Field Readiness)

2. Provide sales collateral that shows we understand the business process

Provide abstract business process material for marketing and sales content

Provide business process content for sales demos

Modeling Approach, Methodology, Standards

• Role-based swimlane workflow modeling

• 4 levels of decomposition

• Top 3 levels are conceptual

• SOA services appear on 3rd level

• 4th level is application specific

• Tasks on lowest level should represent application page or service

• Process integration points appear on lowest level

• Standard model template and notation established


Business Process Influence on Fusion Application Development

What are We Doing for Fusion?

Process-Driven Development• Business process models must be created and analyzed for

each application development project

• Multiple sets of current state models analyzed and rationalized, and a Fusion model converging all functionality created

Oracle BPA Suite


Standards Based• BPMN, BPEL compliant• Established business process modeling approach,

methodology, standards, notation, and procedures• Central team provides training, guidance, coaching, and

support to development teams; control and oversight of completed models

• Central maintenance of conceptual business process layers; detailed application ‘blueprints’ depict how the applications flow within the conceptual business process context

• Central maintenance of role definitions used for all role-based initiatives

• Corporate business process library• Models planned for release to customers

BPM and APM Lifecycle

SystemTest

Oracle

Customers & Partners ApplicationImplementation

ApplicationManagement

User Training

BPMAll Levels

Fit-gap AnalysisProcess Simulation

ConfigurationExtensions/Customizations

BPMAll Levels

Work ProceduresTraining Material

BPMAll Levels

OperationsMonitoring

Configuration/Change

Field Readiness

ApplicationMaintenance

BPM Level3 - 4

BugEnhancement

BPMAll Levels

DemoTraining

DocumentationReference Models

RequirementsAnalysis

BPMLevel 3

BRD

Requirements

ApplicationDesign

BPMLevel 3 – 4

Page FlowUsability TestFnctl DesignTech Design

Design

ApplicationDevelopment

BPMLevel 3- 4

CodeUnit Tests

Documentation

Construct

Functional& Market

Assessment

Strategy

ProductScope

ReleasePlanning

BPMLevel 0 – 2

Analysisand

Communication

Launch Maintenance

BPMLevel 3 – 4

System TestUpgrade TestMigration Test

Integration Test

Integration & Test

BPMLevel 0 –2

Analysisand

Communication


The Tool

Presenting Our New Tool!

• August 2nd, 2006, Oracle announces new relationship with IDS Scheer!

• "Together, Oracle and IDS Scheer are delivering the industry's only open, standards-based BPM offering that meets the unique needs of business analysts and developers."

- Amlan Debnath, VP Server Technologies, Oracle

http://www.oracle.com/corporate/press/2006_aug/oracle_business_process_analysis_suite_0.html

Oracle Business Process Analysis Suite

• OEM Agreement• ARIS Process Design Platform, IDS Scheer• Oracle Business Process Analysis Suite as part of

Oracle Fusion Middleware:• To provide modeling, simulation and publishing of business

process models• To support process execution, monitoring and optimization

through Oracle BPEL Process Manager and Oracle Business Activity Monitoring

A Comprehensive Platform for Business Process ManagementAccording to a recent survey in The Economist, CEOs and CIOs from over 1,000 companies worldwide agree that innovation in business processes is a greater source of competitive advantage than innovation in particular products or services. Oracle Business Process Analysis (BPA) Suite speeds process innovation by rapidly modeling business processes and converting them into IT executables. Oracle BPA Suite, based on the market leading IDS Scheer ARIS Design Platform, delivers a comprehensive set of integrated products that allows business users to design, model, simulate, and optimize business processes to achieve maximum operational efficiency. Now you can narrow your company's "strategy to execution" gap with Oracle BPA Suite.


COMPONENTS• Business Process Architect—Standards-based tool for process

modeling. Uses various standards-based notations and templates such as BPMN, EPC, etc.

• Business Process Repository—Server component for sharing the process repository across multiple users in a collaborative environment

• Business Process Simulator—Tool for simulating the process models based on a set of discrete events to do "what if" analysis

• Business Process Publisher—Publishes process models to a large audience outside of the core team designing the process models


Newly Rebranded Oracle BPA Suite Tool

BPA Tool Strategy: Planned Phased Internal User Uptake

Phase 1 – Communication, reference; loosely integrate into APM• Fusion functional assessment (Visio, Excel)• Create conceptual task flows at BRD (Visio)• Create conceptual role definitions; leveraged by UX, app security, RBAK, BI (Visio, Excel)• Create detailed task flows at FDD; leveraged by UX, app development, integration test,

implementation consultants (BPA tool)• Deliver standardized reference models for customers (potential 22,500 customers);

leverage by Sales, Marketing, Training, Tutor (BPA tool)Phase 2 – Build, integrate with JDeveloper logical design layer; tightly integrate into APM

• Quicker requirements communication to developers• Launch prescribed design template• Leverage logical designs as process taxonomy for lifecycle management• Leverage logical designs for contextual help and Tutor procedures• Use directly for sales demos

Phase 3 – Integrate with BPEL Manager• Communicate business requirements for BPEL implementation• Synchronize conceptual and logical BPEL design to ensure business requirement correctly

implemented

BPA Tool Strategy: Phased External User Uptake

Phase 1 – Communication, reference; loosely integrate into process lifecycle management

• Implementation fit/gap analysis• Implementation project management• Process engineering/re-engineering analysis• Corporate compliance management analysis• End-user training

Phase 2 – Tightly integrate into process lifecycle management• Adaptable automated business process configuration and change management• Integrated with applications to configure implementation, rules, launch pages• Integrated with ISR to manage integration points• Integrated with Tutor to manage customer-specific end-user policies and procedures

Phase 3 – Integrate with BPEL Manager• Communicate business requirements for BPEL implementation• Synchronize conceptual and logical BPEL design to ensure business requirement correctly

implemented

BPA Tool Strategy: Planned Integration with Internal Tools

JDeveloper

BPEL Manager

Applications• Launch application pages

• Configure applications

• Contextual help

Tutor

Sales Demo tool

Integration Services Repository


The Partner

Why IDS Scheer and ARIS?

• Market Leader• Established Vendor/Company• Relationships with Multiple ISVs• We can Benefit from SAP’s Lessons Learned• Highest Level of Technical Compatibility with Oracle

Development Tools • Object Extensibility and Attribute Definition


The Content

BPM Architecture4 Levels

Conc

eptu

al M

odel Product Agnostic

Level 0Industry

Level 1Business Process

Model(Depicts Detailed Business Process

flow)

Level 2Detailed Business Process Model

(Depicts activity flow)

Level 3Activity Model (Depicts application task flow)

Tasks are shown on activity models. They are not a model level. There are ~5-6K tasks on the various activity models.

~30 Models

22 Models

~200 Models

This is the levelwhere we manageusers

~1000 Models

L0 IndustryConceptual representation of processes in an entire enterprise

L1 Business ProcessConceptual representation of major end-to-end business process

L2 Detailed Business Process

Breakdown and conceptual representation of logical part of an end-to-end business process

L3 ActivityBreakdown of one activity from the detailed business process. Depicts a group of related tasks that are required to perform the activity.

Abstract very high-level summary of all end-to-end processes

Abstract high-level logical summary of one end-to-end process; no implementation details

Still abstract; no implementation details; however conceptual analytic and implementation requirements can be prescribed

Detailed; application-specific task flows are shown; detailed analytics and integration points are represented

SOA and BPEL details can be added

Another View of the Levels…

L0-Industry

L1-Business Process

L2-Detailed Business Process

L3-Activity

Business ProcessName

DescriptionHierarchy Index NumberPriority Level

PK

Detailed Business ProcessName


PK

Activity

NamePK

DescriptionHierarchy Index NumberPriority LevelIndustry ExceptionGlobal ExceptionApproval Status

Task

NamePK

DescriptionHierarchy Index NumberAnalytic TaskInternal Control PointIndustry ExceptionGlobal ExceptionApplication UI ObjectApplication Integration ObjectProduct

RoleNamePKDescriptionPriority LevelIndustryGlobal

PK

Event

Name

DescriptionPK

Notification

Name

DescriptionPK

KPI

Name

Description

Business Process Models and Corresponding Metadata

Oracle BPM Body of Knowledge

• ~30 Industries• 20-25 Business Processes each• ~200 Detailed Business Processes• ~1000 Activities• Thousands of Tasks (referenced to application UI

pages and services• ~300 Roles

Cross-Industry Processes

1. Enterprise Planning and Performance Management

2. Marketing3. Sales4. Order Fulfillment5. Customer Service6. Field Service and Depot Repair7. Supply Chain Planning8. Product Management9. Production10. Procurement11. Materials Management and

Logistics12. Transportation Management

13. Project and Grant Management14. Financial Control and

Reporting15. Cash and Treasury

Management16. Asset Lifecycle Management17. IT Management18. Enterprise Information

Management19. Recruiting20. Workforce Deployment21. Workforce Development22. Compensation Management

Cross-Industry Processes Supported by Financials Applications

Business Process (Level 1) Detailed Business Process (Level 2)Order Fulfillment Invoice CustomersOrder Fulfillment Receive and Pay Invoice (Customer Self-Svc)Order Fulfillment Process Customer PaymentsOrder Fulfillment Manage CreditOrder Fulfillment Manage CollectionsOrder Fulfillment Manage Accounts Receivable BalancesProcurement Manage InvoicesProcurement Manage PaymentsProcurement Manage Accounts Payable BalancesFinancial Control and Reporting Manage Transaction TaxesFinancial Control and Reporting Capture TransactionsFinancial Control and Reporting Close Accounting PeriodFinancial Control and Reporting Financial Reporting and Analysis

Business Process (Level 1) Detailed Business Process (Level 2)Cash and Treasury Management Manage Bank RelationshipsCash and Treasury Management Manage LiquidityCash and Treasury Management Manage Funds TransfersCash and Treasury Management Manage Investment and DebtCash and Treasury Management Manage RiskCash and Treasury Management Manage Electronic FinanceCash and Treasury Management Manage Bank StatementsCash and Treasury Management Analyze Cash Management


Business Process (Level 1) Detailed Business Process (Level 2)Asset Lifecycle Management Plan Capital AssetsAsset Lifecycle Management Acquire AssetsAsset Lifecycle Management Prepare and Deploy AssetsAsset Lifecycle Management Utilize AssetsAsset Lifecycle Management Manage Property and Real EstateAsset Lifecycle Management Maintain AssetsAsset Lifecycle Management Retire AssetsAsset Lifecycle Management Analyze Asset Lifecycle ManagementWorkforce Deployment Manage Expenses



Oracle Fusion Order Fulfillment

Collections Manager

Manage Collections

Accounts Receivable Specialist

Manage Accounts Receivable Balances

Customer Manage Returns

Order Manager

Service Contract Manager

Manage Service Contracts

Demand Release Manager

Sales Contract Manager

Operations

Credit Manager

Deductions Manager

Billing Specialist

Operations VP

Manage Sales Orders

Manage Credit

Manage Sales Agreements (intent to purchase)

Receive and Pay Invoice (Customer Self-Service)

Demand Release Management

Invoice Customers

Process Customer Payments

Process Claims for Promotions

Analyze Order Fulfillment

Authorize Payments and Create Claims

Process Bank Deposits

Manage Deductions

Manage Open Sales Orders

Receive Payments

Apply Customer Payments

Record Promotion

Liability Entries

Monitor, Analyze and Adjust Demand Forecast

Make Billing Adjustments

Receive and Validate Billing

Information

Receive Invoice

Forecast Scheduled Demand

Requirements

Process Claim for Payment

Manage Open Sales

Agreements

Manage Demand Schedule

Create Invoice

Track Cumulative

Demand Releases

Process Drafts

Release Demand Orders

Pay Invoice

Process Direct Debits

Monitor Contract

Compliance

Manage Credit Policies

Process Sales Orders

Present Bill

Process Credit Card

Payments

Record Billing Accounting

Entries

Process Cash and Checks

Generate Order

Fulfillment Intelligence

Analyze Order Fulfillment

Performance

Clear Accounts Receivable

Transactions

Record Accounts

Receivable Entries

Sales Customer Service

Demand Order

Inventory-to-Order

Accept ProductInquire about AccountReturn Product

Request Customer Service

Financial Control and Reporting/Capture Transactions

Receive Product


Handle Cash

Record Payments

Treasury and Cash Management/ Manage Bank Statements/Reconcile Bank Statements


Sales/Capture Sales Order

Return Items

Procurement/Manage Purchase Orders

Production/Configure-to-Order, Assemble-to-Order

Production/Engineer-to-Order

Engineer-to-Order

Configure-to-Order, Assemble-to-Order

Procure-to-Order

Manage Contract Revenue


Manage Contract Billing

Sales/Capture Sales Order(Release Order Against Sales Agreement)

Manage Open Service

Contracts

Sales/Create Sales Agreements

Sales/Create Quotes

Adjust Unused Service Contract

Field Service/Create Field Service Activity

Service Provisioning/Activate Services (place holder)

Field Service

Service Activation

Materials Management and Logistics/Outbound Logistics

Inquire About Order

(Self-Service)

Change Order (Self-Service)

Extract, Transform, Load (ETL) Billing Information

Inquire About

Account

Manage Credit Actions

Monitor Accounts

Receivable Balances

Manage Customer Inquiries

Return Product

Create Return Material

Authorization

Manage Returns

(Self-Service)

Process Debit Memos and

Credit Memos

Process Adjustments

and Write-Offs

Materials Management and Logistics/Inbound Logistics

Order Fulfillment/Manage Service Contracts

Process Refunds

Terminate Sales

Agreement

Terminate Service Contract

Amend Sales Agreement

Manage Contract Releases

Renew Sales Agreement

Amend Service Contract

Renew Service Contract

Setup Collections

Execute Collections

Assignments

Process Collections

Adjustments

Manage Collections

Policies

Process Collections Payments

Process Customer

Correspondence

Update Customer

Information

Research Collections

Issues

Process Collections Promises

Process Collections Disputes

Manage Collections Escalations

Process Later Stage

Delinquencies

Document Customer

Interactions

Order Fulfillment

BUSINESS PROCESS

ACTIVITY

DETAILED BUSINESS PROCESS

__________

PRODUCTS

Fusion

PRODUCT FAMILY

__________

PRODUCT LINE/RELEASE

Business Process Engineering

CREATED BY

Pat Krebs

BPE APPROVAL

__________

PRODUCT LINE APPROVAL

Drawing2

FILENAME

Page-1

PAGE NAME

10/26/2006

REVISED

Oracle Proprietary and ConfidentialCopyright © 2006, Oracle. All rights reserved.

Order Fulfillment


Oracle Fusion Procurement

Services Manager

Source Service Suppliers

Procurement Approval Authority

(Purchase Order)

Procurement Manager

Manage Procurement Cards

Accounts Payable Manager

Services Provider/Services Supplier

Procurement VP

Manage Payments

Manage Invoices

Manage Accounts Payable Balances

Receiving and Inspection Manager

Supplier

Procurement Requestor

Procurement Approval Authority(Requisition)

Buyer

Source Suppliers

Manage Purchase Orders

Track and Manage Delivery of Services

Manage Supplier Contracts

Manage Service Work Orders

Manage Requisitions

Manage Supplier and Item Information

Analyze Procurement

Approve Purchase

Order

Setup Supplier Access

Approve Work Order

Manage RFx and Auctions

Enable Service Provider

Issue Procurement

Cards

Manage Open Requisitions

Evaluate and Negotiate Bids

Create Requisition

Evaluate Supplier

Performance

Dispatch Purchase

Order

Create Supplier Contract

Approve Requisition

Create Work Order

Maintain Supplier

Information

Manage Open Purchase

Orders

Manage Open Work Orders

Create Purchase

Order

Award to Supplier

Approve Progress, Time and Expenses

Negotiate Supplier Contract

Execute Supplier Contract

Determine Sourcing

Requirements

Maintain Purchasing

Items

Record Purchasing Accounting

Entries

Manage Supplier Catalogs

Submit Progress, Time and Expenses

Analyze SpendAnalyze

Procurement Performance

Generate Procurement Intelligence

Receive and Inspect Items

Inspect ItemsReceive Items Return Items

Match InvoiceProcess

Supplier Credit Memos

Process Supplier

Payments Record Accounts Payable

Accounting Entries

Process Supplier

Rebate Claims

Receive Invoice

Create Self-Generated

Invoice

Manage Prepayments

Approve Invoice

Clear Accounts Payable

Transactions

Analyze Accounts Payable Balances

Manage Accounts Payable Disputes

With Supplier Contract

Pre-Sourced Goods

Fulfill Purchase

Order

Fulfill Work Order

Services

Capture Project Transactions

Maintain Service Provider

Information

Solicit and Assess Bids for Services

Select Supplier and Service

Provider

Determine Service

Sourcing Requirements

Project Management

Manage Service

Performance

Recruiting

Project Management

Request for Contingent Labor

Request for Contingent Labor

Procurement

BUSINESS PROCESS

ACTIVITY


__________

PRODUCTS

Fusion

PRODUCT FAMILY

__________



CREATED BY

Pat Krebs

BPE APPROVAL

__________


DRAFT_Fusion_0010_Procurement_091906PK.vsd

FILENAME

Page-1

PAGE NAME

10/26/2006

REVISED


Submit Invoice

Financial Control and Reporting/Capture

Transactions

Manage Supplier Contract

Standards

Amend Supplier Contract

Manage Contract

Deliverables

No Supplier Contract

Approve Supplier Contract

Unsourced Services

Pre-Sourced Services

Purchase with Procurement

Card

Unsourced G

oods

Asset Management

Asset Request

ProductionRun MRP and Time Series

Kanban Replenishment

Materials Management and Logistics

Inventory Replenishment

Transfer Materials Between BUs

Drop Ship (ship direct to customer)

Cash Management/Manage Bank Statements/Reconcile Bank Statements

Procurement


Oracle Fusion Financial Control and Reporting

Tax Manager

Reporting Analyst

Tax Accountant

General Ledger Accountant

Intercompany Accountant

General Accounting

Manager

Budget Manager

Budget Preparer

Financial Analyst

Capture Transactions

Manage Budgets

Financial Reporting and Analysis

Manage Transaction Taxes

Close Accounting Period

Record Allocations and

Periodic Entries

Analyze Financial

Performance

Record and Edit Standard

Journal Entries

Translate Multiple

Currency Balances

Revalue Account Balances

Prepare Financial Reports

Manage Intercompany Transactions

Maintain Transaction

Tax Configuration

Enter Budgets

Post Journal Entries and

Update Ledger Balances

Calculate Transaction

Taxes

Reconcile Accounts

Monitor Budgets

Prepare Corporate Tax

Reports

Manage Subledgers

Prepare Transaction Tax Reports

Prepare Management

Reports

Manage Ledgers

Maintain Enterprise Reporting Structures

Consolidate Financial

Information

Close Ledgers

Financial Control and Reporting

BUSINESS PROCESS

ACTIVITY


__________

PRODUCTS

Fusion

PRODUCT FAMILY

__________



CREATED BY

Pat Krebs

BPE APPROVAL

__________


DRAFT_Fusion_0014_Financial_Control_and_Reporting_082406PK.vsd

FILENAME

Page-1

PAGE NAME

10/26/2006

REVISED


Financial Control and Reporting


Oracle Fusion Cash and Treasury Management

Bank/Financial Institution

Risk Manager

Cash Manager

Deal Manager

Treasury Accountant

Treasurer

Manage Bank Relationships

Manage Risk

Manage Liquidity

Manage Bank Statements

Manage Investment and Debt

Manage Electronic Finance

Analyze Cash Management

Manage Funds Transfers

Manage Funds Transfer

Transactions

Analyze Cash Management Performance

Generate Cash Management Intelligence

Record Funds Transfer

Accounting Entries

Process Payments and

Electronic Messages

Manage Electronic Finance

Processes, Rules and Security

Obtain Bank Statements

Capture Investment and

Debt Deals

Manage Bi-Lateral Netting

Manage Cash Forecasts

Administer Investment and

Debt

Process and Aggregate Payment Requests

Manage Cash Positions

Record Bank Statement Accounting

Entries

Record Hedge Accounting

Entries

Record Investment and Debt Accounting

Entries

Reconcile Bank Statements

Manage Financial Risk

Manage In-House Banking

Determine Risk Exposures

Manage Banks and Branches

Manage Inbound and Outbound

Communications


Order Fulfillment/Process Customer Payments

Workforce Deployment/Manage Payroll Payment Distribution

Procurement/Process Supplier Payments




Process Bank Transactions

Cash and Treasury Management

BUSINESS PROCESS

ACTIVITY


__________

PRODUCTS

Fusion

PRODUCT FAMILY

__________



CREATED BY

Pat Krebs

BPE APPROVAL

__________


DRAFT_Fusion_0015_Cash_and_Treasury_Management_091906PK.vsd

FILENAME

Page-1

PAGE NAME

10/26/2006

REVISED


Manage Company Bank

Accounts

Define Cash Forecast

Templates

Define Cash Position

Templates

Manage Cash Pools

Set Up Funds Transfers

Set Up Bank Statement

Processing and Reconciliation

Maintain Bank Statements

Clear Funds Transfer

Transactions

Report Bank Account Balances

Future Capability

Order Fulfillment/Process Customer Payments/Clear Accounts Receivable Transactions

Procurement/Manage Payments/Clear Accounts Payable Transactions

Workforce Deployment/Manage Payroll/Clear Payroll Transactions

Cash Management


Oracle Fusion Asset Lifecycle Management

Asset Manager

Retire Assets

Furniture, Fixtures and Equipment

Land, Buildings and Improvements

IT Manager

Acquire Assets

Land, Buildings and Improvements

Furniture, Fixtures and Equipment

Enterprise Managers

Maintenance Scheduler

Maintenance Manager

Asset Accountant

Asset Custodian

Lease Administrator

Property Manager

Real Estate Manager

Enterprise Asset VP

Plan Capital Assets

Manage Property and Real Estate

Utilize Assets Maintain Assets

Analyze Asset Lifecycle Management

Prepare and Deploy Assets

Record Asset Acquisition

Pay Landlords

Setup and Configure

Asset

Analyze Asset Lifecycle

Management Performance

Assess Risks

Generate Asset Lifecycle Management Intelligence

Bill Tenants

Insure Asset

Manage Resource Pools and Schedules

Perform Asset Physical Inventory

Establish Maintenance

Budget

Forecast Maintenance Requirements

Initiate Asset Retirement

Evaluate Buy/ Build/Lease Alternatives

Track Asset Assignment and Location

Test and Accept Asset

Initiate Asset Acquisition Request

Manage IT Assets

Request Non-Scheduled

Maintenance

Establish Service Level Agreements

Approve Asset Acquisition

Request

Revalue Assets

Record Asset Retirement

Establish Asset Budget

Determine Maintenance Requirements

Manage Leases

Depreciate Assets

Dispose of Assets

Manage Space

Establish Capital Plan

Assign Asset to Custodian

Determine Method of

Asset Acquisition

Certify Asset

Schedule Maintenance and Repair

Initiate Asset Acquisition

Manage Facilities and

Property

Forecast Asset Requirements

Select Real Estate Sites

Accept Asset Custody and

Deploy

Establish Preventive

Maintenance Schedule

Establish Condition Based

Maintenance Requirements

Receive and Accept Asset

Complete Required

Maintenance

Manage Maintenance Work Orders

Manage Contract

Maintenance

Create Purchase Requisition

Buy

Initiate Lease Contract

Lease

Receive Item from Vendor

Initiate Construction Project

Create Purchase Requisition

Initiate Transfer Ownership Document


Receive Leased Item from Vendor

Receive Item from Former Owner

Receive Item from Vendor

Completed Construction Project

Receive Item from Donor

Construct

Upgrade (Buy)

Donated

Acquire from Merger/Acquisition

Initiate Construction Project Completed Construction Project

Upgrade (Construct)

Initiate Transfer Ownership Contract

Executed Real Estate Purchase Contract

Executed Real Estate Lease Contract

Asset Transfer

Initiate Real Estate Lease Contract

Initiate Real Estate Purchase Contract

Buy

Lease

Acquire from Merger/Acquisition

Utilize Assets

Manage Asset Warranties

Manage Maintenance

Records

Waste

Scrap

Refurbish

Sell

Donate

Auction

Sell

Terminate Lease

Demolish

Initiate Real Estate Lease Contract Termination


Putaway to Scrap Storage

Remove to Waste


Executed Real Estate Sales Contract

Initiate Sales Contract

Initiate Real Estate Sales Contract

Refurbish In-House or Send Out

Completed Demolition Project

Terminated Real Estate Lease Contract

Initiate Demolition Project

Deliver Item to New Owner

Deliver Item to New Owner

Execute Sales Contract and Deliver Item to New Owner

Order Fulfillment/ Invoice Customers

Procurement/ Manage Payments

Record Asset Reinstatements

Capitalize Assets

Maintain Asset Descriptive Attributes

Maintain Asset Financial and

Reporting Attributes

Impair AssetsReport and Reconcile

Asset Activities

Asset Lifecycle Management


Oracle Fusion Workforce Deployment

Employee

Line Manager

Expense Auditor

Expense Manager

Payroll Administrator

Payroll Manager

Labor Relations Manager

Employee Help Desk Agent

Human Resource Manager

Human Resource Specialist

Human Resource Analyst

HR IT Manager

Document Control

Manager

Employee Help Desk Manager

Environment, Health and

Safety Administrator

Time and Labor Administrator

Time and Labor Manager

Human Resources VP

Plan Workforce Deployment Manage Employee Relations

Manage Time and Labor

Manage Workforce Records

Manage Global Employees

Manage Labor Relations

Manage Environment, Health and Safety

Manage Leaves and Absences

Manage Personnel Actions

Manage Payroll Manage Payroll - Global Extensions

Provide Employee Help Desk Support

Manage Expenses

Analyze Workforce Deployment

Track Seniority, Tenure,

Probation

Manage Employee

Status Change

Report Time

Provide Leave and Absence Information to

Payroll

Establish Workforce

Policies

Review and Resolve Time

Entry Exceptions

Request Leaves and Absences

Prepare Payroll Run

Request Overtime

Process Leaves,

Absences and Accruals

Manage Employee

Organization Change

Manage Worker's

Compensation

Manage Environment, Health and

Safety Policies and Procedures

Define Environment, Health and

Safety Requirements

Track Faculty Events and Tenure (US)

Manage Global Assignments

Manage Organizational

Structure

Reconcile and Distribute

Payroll Information

Manage Labor Agreements

Manage Employee Job

Change

Maintain Employee Personal

Information

Distribute Time Information

Calculate and Validate Payroll - Offcycle

Manage Workforce

Layoffs

Manage Environment, Health and

Safety Incidents

Maintain Emergency Information

Maintain Employee Job

Information

Record Payroll Accounting

Entries

Provide Global Employee Support

Import Time from External

Systems

Plan Headcount

Calculate and Validate Payroll -

Retroactive

Manage Terminations

Approve Time

Manage Affirmative Action and Diversity Programs

Maintain Company

Payroll Information

Track Leaves and Absences

Maintain Employee

Payroll Information

Manage Workforce

Recalls

Manage Global Employee Travel and Education

Allowances

Manage Disciplinary

Actions

Manage Positions

Maintain Compensation

Information

Manage Salary Change

Create Environment, Health and

Safety Reports

Maintain Citizenship Information

Create Time Schedules and

Forecasts

Create Time Reports

Manage Grievances

Maintain Employee Directories

Define Workforce

Deployment Goals and

Measurements

Manage Safety Training and Education

Analyze Absence

Information for Trends and

Patterns

Calculate and Validate Payroll - Standard

Manage Health Programs

Manage Employee

Certifications

Request Travel Authorization

Request Cash Advance

Manage Help Desk

Organization

Process Expense Reimbursements

Enter Expense Report

Resolve IssueDiagnose IssueCapture Issue

Audit Expense Report

Analyze Expenses

Evaluate Workforce

Deployment Performance

Generate Workforce

Deployment Intelligence

Maintain Expense

Policies and Rules

Measure Help Desk

Performance

Approve Expense Report

Maintain Employee

Profile

Manage Payroll - Global

Extensions

Approve Travel Authorization

or Cash Advance

Maintain and Report

Regulatory Information

Manage Records Retention Program

Manage Employment

Contracts

Create Management

Reports

Manage Statutory Periodic

Reporting

Send Employee Data to External Payroll System

Manage Payroll

Payment Distribution

Manage Third-Party Vendors

Clear Payroll Transactions

Deploy Workforce

Approve Leaves and Absences

Calculate Payroll

Encumbrance

Record Payroll Encumbrance

Import Payroll from External

System

GL, Projects, Grants

GL, Grants

Manage Effort Reporting

Compliance

Maintain Employee

Work Schedules

May also integrate with Time and Labor

Manage Non-Employee Information

Treasury and Cash Management/ Manage Bank Statements/Reconcile Bank Statements

Workforce Deployment


DRAFT Communications Business Process Modelsand BPEL Transform-- Using Oracle BPA Suite

L0-Industry

L1-Business Process

L2-Detailed Business Process

L3-Activity

Business ProcessName


PK

Detailed Business ProcessName


PK

Activity

NamePK

DescriptionHierarchy Index NumberPriority LevelIndustry ExceptionGlobal ExceptionApproval Status

Task

NamePK

DescriptionHierarchy Index NumberAnalytic TaskInternal Control PointIndustry ExceptionGlobal ExceptionApplication UI ObjectApplication Integration ObjectProduct

RoleNamePKDescriptionPriority LevelIndustryGlobal

PK

Event

Name

DescriptionPK

Notification

Name

DescriptionPK

KPI

Name

Description

BPEL Transform

Import to JDeveloper

Business Process Models and Corresponding MetadataHierarchy and Transformation Overview

Enterprise Planning and Performance Management

Analy tics andMarket ing Sales Services Ordering and

Fulfillment Billing and Collections Customer Service

Network LifecycleManagement Product Management Dealer Management

Financial Control andReporting Cash Management Project and Grant

Management

Procurement Materials Managementand Logistics IT Management

Recruiting Workforce Deployment WorkforceDevelopment

CompensationManagement

Asset LifecycleManagement

Enterprise InformationManagement

Human Capital Management

Business and Financial Management

Enterprise Management

Operations

Operations Support

Business Process Models and Corresponding MetadataL0 – Industry : Communications

Business Process(EPC (row display))

IdentifierPK

NameDescriptionAuthorOwnerDate Last ChangedModel StatusPriority LevelBusiness Hierarchy LevelHierarchy Index NumberApproval StatusAPM VersionReleaseIndustry VariantGlobal Variant

Request Service Utilize Service Receive and PayInvoice

Invoice Customer

ProcessCustomerPayments

ManageAccountsReceivableBalances

Manage Creditand Collec tions

Manage Orders

Provide Service

EXCustomer

Customer ServiceRepresentat ive

EXService Provider

EXBilling Manager

Accounts ReceivableManager

Credit and CollectionsManager

Business Process Models and Corresponding MetadataL1 – Business Process : Services Ordering and Fulfillment

Detailed Business Process(EPC (row display))

IdentifierPK

NameDescriptionAuthorOwnerDate Last ChangedModel StatusPriority LevelBusiness Hierarchy LevelHierarchy Index NumberApproval StatusAPM VersionReleaseIndustry VariantGlobal Variant

Capture Order

Change Order

Process Order


Business Process Models and Corresponding MetadataL2 – Detailed Business Process : Manage Orders

Activity(EPC (row display))

IdentifierPK

NameDescriptionAuthorOwnerDate Last ChangedModel StatusPriority LevelBusiness Hierarchy LevelHierarchy Index NumberApproval StatusAPM VersionReleaseIndustry VariantGlobal VariantInternal Control Point

Request NewService

Capture Order Page Flow

ORCreate New CRM

Customer Account

Create New Order Select Products Price OrderSeach forCustomer Check Credit Reserve Physical

and Logical Assets Submit OrderSelect ServiceBundles

OR

Use ExistingCustomer Account

OROrder

Submitted

Provide AccountStatus

Provide Availabilityto Promise

Reserve PhysicalAssets

Provide ServiceAvailability

Reserve LogicalAssets

CRM System

CRM System

Billing System

ERP SYstem

ProvisioningSystem


EXCustomer

ExistingCustomer

NewCustomer

Customer AcountDoes ...

Customer

Accou. ..

Process Order

OR

PageFlowEvent

Task Configuration

Ass istedOrder

Capture

Self-ServiceOrder...

Self-Service Capture Order Page Flow

Create NewCustomer account

(SS)

Create New Order(SS)

Select Products(SS)

Use ExistingCustomer Account

(SS)

Select ServiceBundles (SS) Submit Order (SS)

NewCustomer

ExistingCustomer

PageFlowEvent

Task Configuration OR OR Price Order Check Credit Reserve Physicaland Logical Assets

OR

Import EDI Orders Edit EDI Orders3rd-PartySys temCaptur.. .

AND

AND

3rd-PartyOrder Caprure

System

Business RuleKey performanceindicator instance Class

Notificat ion

Key performanceindicator instance ClassBusiness Rule

Business Process Models and Corresponding MetadataL3 – Activity (also referred to as Task Flow) : Capture Order

Role

NamePK

DescriptionTier 1 PriorityTier 2 PriorityTier 3 PriorityIndustryGlobal

Application System

NamePK

DescriptionOther Canonical Business Object

NamePK

DescriptionOther

Process Interface

NamePK

DescriptionOther

Application Integration Point

NamePK

DescriptionISR Object IDDirection

PK

Product Line

Name

Description

Business Rule

NamePK

DescriptionOther

KPI

NamePK

DescriptionOther

Notification

NamePK

DescriptionOther

Task

NamePK

DescriptionHierarchy Index NumberAnalytic TaskInternal Control PointIndustry ExceptionGlobal Exception

Event

NamePK

DescriptionBPEL EventOther

BPEL Task Configurator

NamePK

DescriptionApplication Page Object ID

PK

Page Flow

Name

Description

Application Page

NamePK

DescriptionApplication Page Object ID

Business Process Models and Corresponding MetadataAnother L3 – Activity : Process Order

Capture Order

OrderSubmitted

Update OrderStatus

Update AccountStatus

Cretae InstalledAssets in Install

BaseComplete Order

CustomerSynchronization

Send Order to ERPSystem

Assign Physicaland Logical Assets

Send Order toProvisioning

System

Send Order toBilling System

Create Assets inInstall Base Complete Order

Create/UpdateBilling Account

Create Products inPreparat ion for

Rating and Billing

Pick, Pack andShip Product

Provision ServiceUpdate AssetStatus to Assigned


CRM System

FusionMiddleware

Billing System

ERP SYstem

ProvisioningSystem

Provide Service

OrderProcesse

sAND

AND

AND AND AND AND AND

Business Process Models and Corresponding MetadataBPEL Outline in JDeveloper

Business Process Models and Corresponding MetadataBPEL Transform

High-level analysis and communication of business processes

High-level definition of current and multi-year release requirements

High-level planning of targeted industry processes

Business process taxonomy

Foundation for industry and global variations

Industry variations integrate with Business Flow Accelerators

Uses and Integrations for Model and MetadataL0 – Industry and L1 – Business Process

Conceptual definition of Activities and Roles

Activities are scope for BRDs

Integrate with InfoPath for APM management

Roles used for application security object definition (RBAC)

Shows Oracle understands business process

Uses and Integrations for Model and MetadataL2 – Detailed Business Process

During APM Requirements and Design Phases

Conceptual task flow at BRD

Role definition at BRD

Refinement of task flow at FDD

Page flow design

Workflow design

Activity guide design

UI page design

Information Architecture design

Categorization for setup

Integrate with Integration Service Repository

Uses and Integrations for Model and MetadataL3 - Activity

During APM Technical Design, Construct and Test Phases

Integration with JDeveloper passing business artifacts (page flow outline, design patterns)

Identification of SOA services

Identification of BPEL components and BPEL orchestration; integration with BPEL Manager

Add BPEL annotation; create BPEL transformations

Design for composite applications

Integration test blueprints


During APM Launch and Maintenance Phases

Add Tutor procedures, contextual help; integration with Tutor

Sales demos; integration with Sales Demoware

Field readiness training

End user documentation

Reference models

Bug categorization


During Customer Implementation, Operation and Upgrade Phases

Implementation team communication

Fit/gap analysis

Process re-engineering

Implementation project management

Business Flow Accelerators

Training content

Desk procedures

Business process management

Business process monitoring

Business process simulation

Internal controls management



Walk-Through Models

- oracle | integrated cloud · pdf filetraining material bpm all levels operations monitoring...

Documents