2008 NorCal OAUG/PRUG Training Day

Presentations By Track

Track
Agile
CRM (E-Business Suite)
CRM (Siebel)
Financials (E-Business Suite)
General (E-Business Suite)
GRC/SOX (E-Business Suite)
Human Resources (E-Business Suite)
Hyperion
JDE
Manufacturing (E-Business Suite)
Order Management (E-Business Suite)
 
PeopleSoft
R12 (E-Business Suite)
Reporting / BI (E-Business Suite)
Technical (E-Business Suite)

If the presentation or supplemental materials were provided by the presenter they will be listed below. 
Right mouse button on the links and Target Save As to download each presentation.

Session
. Track
Track Description
1.16 Agile Drive profits from Agile Product Lifecycle Management
John Kelley, VP Product Strategy, Oracle Corporation

New Product introduction today requires a collective of companies working together to develop products to reduce time to market and volume.  This session provides an introduction to how Oracle’s Agile Product Lifecycle Management is being utilized to reduce time to market by:
- Overcoming the inherent challenges of globally distributed product networks
- Align stakeholders with global access to product data
- Support smooth communication
- Collaboration across markets while keeping IP security
2.16 Agile Productized Integration between  Agile with EBS and JDEdwards
Govinda Krishnan, Product Manager, Sierra Atlantic Inc

A critical aspect of managing the modern supply chain across multiple tiers is finding effective ways to store, access, and share information within the company as well as with all supply chain partners during each stage of the production process. Agile Product Collaboration' provides a comprehensive solution to manage BOM, item, and ECO, Approved manufacturer list and other product compliance  data necessary for product content collaboration across the manufacturing supply chain. Product content and change history must be routed, in real-time, from Agile to ERP systems, so that all business functions share and collaborate on product content and changes.
3.16 Agile Extend your Oracle E-business Suite with Agile PLM:  Quantum (a case study)
Daniel Hartley, PLM Applications Manager, Quantum

“It all starts with PLM”. See how Oracle’s new PLM application (Agile) directly relates to the Oracle E-Business Suite. Learn why from the early stages of product development PLM is so important and see the natural flow to the Oracle E-Business Suite. (Modules Discussed: PCM, PQM, PG&C and PPM.)
4.16 Agile Improve Speed of Innovation Without the Demands of Regulatory Compliance Slowing You Down
Dries  D’hooghe, Sr. Director, Product Strategy, Oracle Corporation

Green initiatives have made it to the forefront of every company’s business imperatives.  Validating the environmental compliance by state, region, country is raising the bar of complexity for global companies and requires the implementation of the processes and technology to increase the lower the risk of non-compliance without slowing down the rate of innovation.  Agile Product Governance and Compliance provides an out-of-the-best in class, scaleable solution to quickly asses the impact of the various regulations to the product record.
5.16 Agile Enterprise PLM Integrations Powered by Oracle AIA
Anurag Batra, Product Strategy Director, Oracle Corporation

Next Generation PLM integrations to SCM, ERP and CRM, provided by Oracle’s Open, Standards-based, Pre-Built Process Integration Packs, deliver pre-integrated industry business flows across multiple applications.   The packs include everything you need, from a common data model to pre-built web services and BPEL process maps, to model your cross-application PLM processes at greatly reduced cost.  These out-of-the-box integrations will leverage capabilities across Agile PLM and other applications to enable a best-in-class, integrated Enterprise PLM solution 
1.02 CRM (E-Business Suite) Implementing Customer, Order and Service Contracts Integration from Siebel 7.8
Kuldeep Tanwar, Senior Manager Business Applications, Wind River

Implementing Customer, Order and Service Contracts Integration from Siebel 7.8 to Oracle EBusiness Suite using Oracle Customer Data Hub and SOA Fusion Middleware.
Wind River has implemented a operational MDM(Master Data Management) solution for Customer Integration using Oracle Customer Data Hub & SOA Fusion middleware.  The solution included automation for Orders and Service Contracts integration from Siebel 7.8 to Oracle EBusiness Suite. We will share the story from the trenches, problem definition, roadmap, solution, challenges and lessons learnt.
This presentation will be business/process focused and will be followed by a technical session presented by Nam Doan-Huy.
1.05 CRM (E-Business Suite) CRM Tech Foundation - R12
Faun deHenry, President, FMT Systems Inc.
Have you wondered how the data flows and comes together in the EBS CRM suite of applications? Well wonder no more, this presentation talks about the interrelationship of the various CRM modules, as well as the table structure. If you are new to CRM or familiar (but don't understand what is "under the covers") this topic is for you.
2.02 CRM (E-Business Suite) Case study: Customer service portal using Oracle iSupport
Craig Vidal, Director, USJade Corp

Anant Soni, Director India Operations, USJade Corp
USJade’s client had major pain points related to their RMA process – overly high customer service costs, unacceptably low customer satisfaction, and lost revenue opportunities. 
This session includes an overview and visuals of the solution.  Results included:
• Enhanced flexibility in meeting customer requirements
• Increased focus on ‘Voice of the Customer’
• Improved customer responsiveness
• Improved customer satisfaction
• Immediate customer service cost reductions
• Improved serial number and warranty tracking
• RMA process simplification and reduced lead times
3.02 CRM (E-Business Suite) Customer Data Hub Implementation with Siebel CRM and Oracle EBS
Nam Doan-Huy, Manager, Business Applications, Wind River Systems

Kuldeep Tanwar
Technical Overview of the Customer Data Hub Implementation at Wind River Systems, including the integration between CDH, Oracle EBS and Siebel CRM using Oracle SOA Suite to streamline Quote to Cash and Service Contract Renewals processes. This is a follow-on to the Business Overview session presented by Kuldeep Tanwar.
4.02 CRM (E-Business Suite) iStore in Hi-Def Unique iStore implementation enables the Intellectual Property
Krista Ladd, Business Applications Manager, Silicon Image

Silicon Image, HDMI co-founder, and HDMI LLC, administrator of annual fees and royalties for the industry standard, faced the daunting task of automating the processes for calculating, tracking, invoicing and receiving annual fee and royalty payments from HDMI adopters.  After toying with the idea of a custom application, Silicon Image teamed up with Oracle to generate ideas on how its applications could be leveraged to address this business issue.  After coming up with the initial idea for iStore and Service Contracts as a solution, Trianz – a preferred Oracle Integration Partner – was brought in to expound on and round out the solution.  Added to the solution set were TeleService for compliance and Install Base for royalties.
5.02 CRM (E-Business Suite) Cisco's Journey Towards Cleaner Customer Data
Tina Owenmark, Program Manager, Cisco

David Joffe, Abacus
As Cisco's business has grown over the years, so too has the amount of customer data in its Oracle E-Business Suite databases.  Unfortunately, this includes not just new customer records, but also an increase in duplicate data.  Recently, Cisco has ramped up efforts to have a cleaner customer master.  In this presentation, we describe Cisco’s experiences in developing programs and processes for cleaning customer data including organizational and technical lessons learned.
6.02 CRM (E-Business Suite) Best Practice Demantra Implementation for the Sales Forecasting / Concensus
Avi Sokol, Senior Director Global IT, Zoran Semiconductor

John Stamm, Director of Sales Operations, Zoran Semiconductor
Anh Nguyen, Principle Demantra Consultant, Supply Chain Fusion
This topic will cover several key components of a best practice Demantra implementation for the Sales Forecast & Consensus process within the Semiconductor industry. It will cover the key process implications, software configurations as well as lessons learned on both perspectives.  It will also cover some of the advantages and implications of replacing Oracle Demand Planner (ODP).  
1.03 CRM (Siebel) Siebel 8x Roadmap and Fusion Apps
Mark Woollen, VP CRM Product Strategy, Oracle Corporation

Mr. Woolen will share the product roadmap for the evolution of Siebel 8.x and what Siebel customers can expect on the path towards CRM Fusion Apps.
2.03 CRM (Siebel) Siebel release 8.0 and Task Based UI
Paresh Kapadia, CEO, Serene Corporation

Serene is leading Siebel implementation partner. Serene will be reviewing two separate customer deployments of Siebel 8.0 using highly configured Task Based UI scenarios that automate common tasks.
3.03 CRM (Siebel) Enabling Sales Effectiveness Through Data Quality and Business Process Integration
Matt Lawrence, Director of IT Applications, Wind River

In moving from Siebel 6.3 to 7.8, Wind River strengthened
its sales processes through data cleansing and integration, enabling real-time access to quotes, orders, and service contracts.
4.03 CRM (Siebel) Using Oracle BI to Analyze Data from Multiple Systems and Improve Customer Service Effectiveness
Steve Dimas, Director of IT Applications, Polycom

Learn how Polycom uses Oracle BI (aka Siebel Analytics) to consolidate data from multiple source systems and improve the overall efficiency of its service business, including RMAs, RFEs, fulfillment status and service revenue opportunities.
5.03 CRM (Siebel) Upgrade from Siebel 7.x to 8.x Best Practices
Robert Austin, IT Manager, Walt Disney Company

An eight year veteran of Siebel CRM, Mr. Austin led Walt Disney Parks and Resorts (WDPR) upgrade from Siebel 7.x to Siebel 8.0. He will review the planning, process, setup, lessons learned and benefits from moving to Siebel 8 -- including task-based UI, advanced search, case insensitive queries, keyword search, and Script Assist -- for his user community of Call Center, Sales, Marketing and Media.
6.03 CRM (Siebel) The Power of Choice and Integration - CRM On Demand R15 + Social CRM + Integrations
Rich Caballero, Vice President, Product Strategy, Oracle CRM On Demand

Mr. Caballero's presentation will feature the rich functionality of Siebel CRM On Demand Release 15; a demonstration of the pre-built integration connecting Siebel CRM, CRM On Demand and Oracle EBS; and Social CRM as first introduced at Oracle OpenWorld.
1.04 Financials (E-Business Suite) SEC’s Interactive Data filing program- developing an implementation framework
Jay Chandran, Senior Consultant, Solutions Partners, Inc.

The US Securities and Exchange Commission has embarked on a major initiative to bring financials reporting to the internet age using XML based technology called XBRL (eXtensible Business Reporting Language). US listed companies have historically filed their financials statements including notes, MD&A etc. in html or ASCII format via form 8-K, 10-K, 10-Q etc. The SEC is has been testing XBRL format and the underlying technology for over 2 years via a Voluntary Filing Program (VFP)
Since the announcement of the SEC’s VFP several companies have used an early adopter's initiative to develop an efficient & increasingly well understood process to file their Q and K in XBRL format. This joint presentation by Solutions Partners, Inc. and SimpleX Data Technologies LLC, will give insight into developing a working framework for publishing financials in XBRL. The presentation will cover experiences gained from participating in the program with the use of a case study. The presentation will highlight the business process flow within an ERP system (such as Oracle e-Business Suite General Ledger and Web ADI) down to publishing of the statement for external reporting purpose.
The presentation will also cover steps to establish the scope of content and timeline for filing with the SEC, the need for collaboration between various teams involved and will include a demo of the workflow process that matured for the actual tagging and submission process.
2.04 Financials (E-Business Suite) Leverage Your E-Business Suite as Part of Your Sales Performance Strategy
Mark Bowman, Sr. Director Business Development, Xactly Corporation

This presentation will explore best practices and how the integration between E-Business Suite and Xactly Incent is a catalyst for integrating business processes between two critical functional areas: sales and finance. Leveraging sales compensation management impacts a company’s top and bottom line because it aligns sales behavior directly to company objectives. Driving sales performance requires accuracy, consistency, visibility and compliance throughout the sales compensation process.
2.05 Financials (E-Business Suite) Ready to transform the weakest link to an opportunity - the month end financial close process?
Ram Subramanian, VP - Enterprise Solutions, Vibrant Channels Inc

Do you consider the financial close process as mundane tasks, executed month to month, to close books, purely from a system perspective?  Do you work under pressure over the last week of each month end, and close with compromises, fighting bottlenecks?  Are the tasks still dependent on your team members for completeness and effectiveness?
It's time to change the weakest link to an effective business opportunity.
The opportunity - the close process could be a streamlined business process, of continuous monitoring, reporting and control.   Its scope can rightfully be expanded to cover all and every area of business, to monitor through out the month, report exceptions and automatically execute routine tasks.  Bring real value to business by improving efficiency and affectivity.
2.19 Financials (E-Business Suite) Real Time General Ledger and Project Inquiry
Phil Walton, Regional manager, The GL Company

Month and Quarter ends are the busiest times in any accountant’s diary. There is continual pressure from the CFO to close the books and provide financial information to business managers. However, for financial information to be of value, it must be Relevant and Reliable, as well as Timely. With this in mind, The GL Company has developed a solution that assists accountants in ensuring the integrity of their financial information. The IT team also benefit from our approach as we significantly reduce the number of ad-hoc reporting requests submitted by the Finance team and provide IT with a SOX compliant administration console. This ensures the integrity of financial and project information used by accountants.
Using our revolutionary Hyper Array technology, the application consolidates the transactional data in real time and provides pre-configured inquiry & reporting capabilities over this data. This negates the need for accountants to wait for GL and Project balances to be updated in Oracle. Our application provides Financial Reporting capability with drill down to subledgers and then through to project details. The configurable templates provide real time project consolidation by tasks with further drill down to expenditure and revenue details. Key measures; such as Raw Cost, Burdened Cost, Billed Revenue; that are required by Project Managers are provided to enable project profitability analysis. These measures can be displayed for key time periods such as ITD, YTD, PTD and can be contrasted against corresponding budget data.
Attend this session to learn how the inquiry product allows accountants to retrieve ad-hoc financial information at the click of a mouse through the intuitive yet flexible interface; assisting in the analysis and auditing of the financial and project data in Oracle EBS.
3.04 Financials (E-Business Suite) Panel discussion on GL activity and reporting
Mohan  Iyer, Consultant, FSCP Solutions Inc.

A GL accountant performs multiple tasks as part of the activities done during period-end close processes. These are specific tasks that manage the account allocation and "reclassing" before management and fiscal reporting can be done. How is this managed across ERP systems and what reporting tools are available.
Reporting based on all the activity for this period, how does this work, how easy is it to change elements on the reporting aspect and to change layouts, columns, rows, presentation capabilties, etc. And, last but not least, how are auditors’ queries and requirements managed within an acceptable time-frame.
Panel Members:
- Lucas Panell, Solyndra (EBS) past SAP user
- Alex J Zima, Aquest Systems (EBS) used both SAP and EBS
- Michael Zazzera, Netgear (Hyperion)
- Ramesh Dhullipala Cal Water (PRUG)
- Nancy Beardsley, Oracle
 
3.05 Financials (E-Business Suite) Unlocking the Secrets of Lockbox
Cathy Cakebread, Consultant, Cathy Cakebread

This presentation will provide tips for how to utilize Oracle's Automated Lockbox feature in Oracle Receivables.  Included is: working with your bank, defining your data to Oracle, Lockbox processing flows, deciding whether the automated Lockbox is right for you. Also, tips for getting better data from your bank and how to improve your "hit ratio."
4.04 Financials (E-Business Suite) FSG Tips and Tricks for creation and maintenance
Melanie Cameron, EBS Manager, MSS Technologies

Financial Statement Generator a necessary evil in the world of Oracle General Ledger.  But with an understanding of how they work and how to build them, you can create meaningful, maintainable Financial Statements that are accurate and look great too.  This session will cover creation, output options and setups, as well as ongoing maintenance.
4.05 Financials (E-Business Suite) Managing Projects Using Oracle Project Management (PJT) and Spreadsheets
Neeraj Garg, Vice President, Client Services, Project Partners LLC

Enabling the use of Spreadsheets while leveraging the power of PJT allows PMs to work online or offline in tools that they use today for managing all aspects of projects such as budgets, forecasts, deliverables, issues, changes and status. \
This presentation describes how spreadsheets have been combined with PJT to provide a “best of all worlds” solution for project managers (PMs) – with descriptions of actual use in both Engineering & Construction and Professional Services companies.
5.05 Financials (E-Business Suite) iExpense Approval Limits Automation at Yahoo!
Srikanth Thadakamalla, Sr Techincal Yahoo!, Yahoo!

Sachin Jadhav, Sr Consultant, Ubex
iExpense Approval automation feature adds the approval limits for missing supervisors in the AP iExpense Approval setup online when a requestor submits an Expense Report. This feature has reduced the support calls for iExpense by 30%. Earlier to get a stuck ER moving, the AP had to contact HR to get right combination for Cost Center and Supervisor information for the ER. This manual addition of supervisors and limits involved delays in the iExpense
flow as the end-user had to wait till the AP iExpense Approval setup was updated and then the end-user had to re-submit the ER. The complete automation has taken out all the delays and frustrations out of the process. This feature extensively uses the Requisition Approval limits, this means, the business just has to maintain one approval limit per job grade! Automation of Requisition Approval limits and automation of iExpense Limits has virtually made these major approvals a zero maintenance systems!
6.04 Financials (E-Business Suite) Periodic Consolidated Invoice
Ron  Pollard , CIO, Specialized

Robert Hatter-Crawford, Senior Analyst, Specialized
The client has some customers who need to be invoiced only two times a month although shipments happen on a daily basis. In addition, these invoices should not be in Oracle Consolidated Invoice format but in normal invoice format with each invoice showing all shipments during the previous fifteen days. The requirement also was that transactions with different payment terms should be grouped separately.
Solution was implemented using the Imported Billing Number feature.  A new custom program was developed that mimics the vanilla “Imported Billing Number” feature. The vanilla feature is normally implemented by AutoInvoice when the consolidated billing number column is populated in the RA interface table; a given consolidated billing number can only be associated with a group of invoices after the RA interface table is loaded but before AutoInvoice is run. The new program performs the same function as the vanilla program, but gathers qualified invoices from the TRX tables after they’ve already been imported via AutoInvoice, allowing many invoices generated on different days to be on one consolidated invoice.
In addition to the above custom program, a custom Autoinvoice pre-processor program was developed and implemented to update Payment Terms so that an appropriate Proxima Payment Term can be assigned depending upon the timing of the transaction, whether it happens in the first or second half of the month with due dates being calculated based on the date of the Consolidated Invoice.
6.05 Financials (E-Business Suite) Securing Your Projects in Oracle Projects
Neeraj Garg, Vice President, Client Services, Project Partners LLC

The Oracle Projects Suite offers you a variety of options in order to secure your projects data such as Responsibility Based Security, Role Based Security, Function Security, HR Security Profiles, Organization Authority, Public/Private Projects and a Client Extension. With all these options, how do you decide which ones to use?
This presentation will drill down into these options and provide you with guidelines on when and how to use them in the context of the different modules.
1.06 General (E-Business Suite) Prepare Your Organization and People to Adopt Change while implementing Oracle E-Business Suite
Mary Lambert, , C A E

It's not easy to implement any business critical technology solutions but having a strong focus and plan to consider process and resource impact helps user buy-in and supports project success.  Come to this session to find out how CAE embedded change management strategies and activities throughout their Oracle E-Business Suite and was able to successfully complete phase 1 deployment recently.
1.07 General (E-Business Suite) eBusiness Change Management Automation
Gaja Nagarajan, eBusiness Change Management Automation, Marvell Semiconductor Inc

For the Oracle E-Business Suite, Change Management Automation is vital and critical business need.  During this session, you will learn how Marvell Semiconductor uses process and products to extend Change Management Automation to include the organization’s Oracle E-Business Suite.  You should attend this session if you are looking to manage change and inject IT governance into the Oracle EBS.  The lessons learned can be used as a blueprint for enhancing control of your Oracle E-Business Suite.
1.12 General (E-Business Suite) What is ISO 9000 and how to use Oracle User Productivity Kit to document your IS
Bruce Kozlowski, Director Solution Architecture, Core Services
Additional Materials

BSI describes ISO9000 as "a generic name given to a family of standards developed to provide a framework around which a quality management system can effectively be implemented."
This 'family' actually comprises a number of different standards. However, Registration of a 'Quality Management System' (QMS) is to the requirements set out specifically in ISO 9001. All the others are intended to help you implement an effective QMS and ultimately gain registration.
Training and support can be hampered by the challenge inherent in creating and synchronizing documentation and training materials across multiple teams, locations, and project phases.
The User Productivity Kit helps you overcome these obstacles by:
Leveraging training, support documentation, and delivery across the entire enterprise.
Providing sophisticated content that can be modified and deployed without IT
The User Productivity Kit extends these benefits across Oracle applications because it’s built on a single, synchronized platform. The repository contains pre-designed content for training and support, multiple classroom-based and web-based delivery mechanisms, and a developer tool to customize content. With your training materials in one place, you can deliver a broad range of user education and support materials more efficiently and effectively.
System Transaction Documentation
The User Productivity Kit documentation provides a step-by-step record of the instructions and actions that underpin your new applications. This information can accelerate system design by providing your implementation or upgrade team with blueprints of existing transaction steps, underlying concepts, roles, and responsibilities. While updating system transaction documentation during the early stages of your project, you can simultaneously update your training materials and online performance support.
Classroom Training
The User Productivity Kit provides you with comprehensive materials to create a highly effective classroom-based education program. All materials are instructionally sound and created by using proven training techniques developed by subject matter experts. This easy-to-use content makes it possible to complete your documentation in as little as 30 minutes. And your training guides can be quickly and easily modified to reflect any changes to your system.
Web-Based Training
For organizations that have dispersed users and limited travel budgets, web-based training may prove to be more time and cost-effective. Users can access consistent materials when and where they need them. So you save money and time with a solution that fits your scheduling and budget challenges and enables users to learn
2.06 General (E-Business Suite) Setting up a successful reporting solution with Oracle Discoverer and other tools
Joe Dahl, Sales Consultant , Noetix Corporation

Learn the key elements in setting up a successful reporting solution with Oracle Discoverer – leverage dashboards and Microsoft Excel, along with other familiar reporting tools to empower users to securely create and share their own reports. Make query and reporting tool setup automatic for Discoverer super users and allow business users and executives to get the fast answers they need to make important daily decisions.  
Attend this session and discover options that enable your organization to securely access data from multiple sources in real-time across your enterprise—presenting data from disparate data sources as if that data resided in a single database.  In this demonstration we will also discuss how to simplify and extend the value of Oracle DBI and use Oracle's BI tools, including Warehouse Builder for ETL and Discoverer 10g for performing multi-dimensional analysis.
2.07 General (E-Business Suite) Begin 2008 with Immediate Accounts Payable Efficiency
Deniz  Kuypers,  Readsoft

Cliff Autin, ReadSoft
If your company is anxious about the efficiency of your Accounts Payable department, join ReadSoft to learn to learn about the benefits automation can provide to your Oracle E-Business Suite system.  Thousands of Oracle E-Business Suite users are benefiting from Document Automation technology to enable their AP departments to overcome tedious work, such as keying in information from incoming invoices, so that it is handled automatically.  ReadSoft will explain all functionality, including flow monitoring capabilities, automatic validation, tools for high speed verification, streamlined transfer, approval workflow and EDI that can provide immediate efficiency gains within your AP department.  By utilizing these tools, E-Business Suite users can not only increase efficiency of AP processing, but also significantly cut down on manual handling costs.
3.06 General (E-Business Suite) Global Application Upgrade and Architecture Simplification at Agilent
Sreedhar Vaidyanathan, Delivery Manager, Agilent Technologies

The OASIS Project's scope at Agilent was to simplify the Oracle architecture through platform consolidation and application integration, and improve performance and supportability through application and database upgrades.  Session covers key deliverables and success factors of this critical company program which spanned application and database upgrades, changes to thousands of custom objects, global instance consolidation and integration of large number of interfaces and boundary systems.
3.07 General (E-Business Suite) Oracle Trade Management – Power Integrations’ Implementation Approach
Clark  Stockard, Sr. Enterprise Applications Manager, Power Integrations

Learn how Power Integrations has accomplished the first phase in their Oracle Trade Management implementation to manage their Point of Sale (POS) data and leverage Oracle Quoting for distributor Ship & Debit requests.  Next steps – revenue/COGS recognition, Oracle Incentive Compensation and distributor claim processing.  We’ll share our successes, lessons learned and next steps. 
4.06 General (E-Business Suite) Leveraging UPK 3.1 Content Management and Rapid Re-Record features
Terri Oltman, Consultant, Solbourne, Inc

With the recent new release of UPK 3.1, the added features of content management and guided re-recording are now available. Come to this presentation to learn how clients are using the new 3.1 features of version control, document check out, and document reusability as well as guided re-record for quick and seamless updates to existing content.
4.07 General (E-Business Suite) Software Configuration Manager
William Toms, Senior Customer Support  Manager, Oracle Corporation

Oracle Global Customer Support will give you an opportunity to learn how Software Configuration Manager, a proactive automated support capability, included in Oracle Premier Support, offers you a simpler way to track, manage, and support your Oracle configurations while reducing the risk of unplanned system downtime. Software Configuration Manager gives you a complete, dynamic view of your current configurations—including application, middleware, and database versions, plus operating system and hardware platform details—in a new, customizable, easy-to-use dashboard. You define the filters and views to track the configuration information that matters most to your business.
5.04 General (E-Business Suite) Accelerating Oracle E-Business Suite Implementations
Fred J. Walker, Director NAC Mid-Market Consulting Sales, Oracle

This session will cover an overview of Oracle Consulting's latest advancements for implementing the E-Business Suite in an accelerated fashion.  It will focus on the strategy, methods, tools, and techniques for helping to deliver business value via:
- pre-integrated solutions,
- based on industry leading practices,
- using standard application functionality,
- that can be predictably implemented quickly and reliably with less risk,
- easily scaleable as the enterprise grows, and
- provided at an affordable price 
5.06 General (E-Business Suite) iSetup - What is the benefit to the functional user!
Mohan  Iyer, Consultant, FSCP Solutions Inc.

iSetup is a new module that was introduced in 2005, but then discontinued. It has now been re-introduced with a newer interface and string of added beneifts to the user community and the support community at large.
It helps to move setups across different instances, comapre setups across instances as well as able to replicate (with transformation) a new Operating Unit or complete with all its cascading elements.
Released as part of the Release 12 application footprint - it has been ported back to Release 11.5.10.x and is available now.
5.07 General (E-Business Suite) Implementing Oracle Projects for Professional Services at NetApp
Marty Mayer, Sr. Manager, NGS Field Business Programs, NetApp

NetApp needed an integrated enterprise solution to manage it’s quickly growing Professional Services business. This presentation will cover how NetApp managed a global deployment to field users world wide. It will cover the lessons learned and best practices required for a successful deployment including: patching readiness, deployment planning, training and change management. The following modules were implemented at NetApp in 2007: Project Management, Resource Management, OTL, and IExpense. 
6.06 General (E-Business Suite) Accelerate training with UPK for Oracle's EBS: A glimpse of UPK benefits from a large State Public Transit Agency in the Northeastern U.S.
Terri Oltman, Consultant, Solbourne Inc.

This presentation shows how a large State Public Transit Agency is using Oracle's User Productivity Kit combined with documented business processes to create a complete training and tracking program for their integrated implementation of the E-Business Suite. The organization is leveraging UPK to develop and deploy all project documentation and training materials for over 3,100 employees. This presentation will address how they created a truly unique end user experience by blending UPK, usage tracking, leading practices business process documents, a context sensitive help file integration, and on-site training.
6.07 General (E-Business Suite) Maintenance Wizard
David Warhoe, Oracle Corporation

Oracle Support provides Maintenance Wizard to guide you through the upgrade of Oracle Applications technology stack and products from Release 11i versions to Release 12. It draws on instructions from numerous manuals and other documentation to provide you with a complete picture of the activities required for an upgrade.
Maintenance Wizard helps you to reduce upgrade tasks by dynamically filtering the necessary steps based on criteria it obtains from your Applications environment. The resulting report is a set of step-by-step instructions of exactly what you need to do to complete your specific upgrade, including any critical patches that your system may require. It can also automatically execute many of the tasks for you, so as to reduce the possibility of errors or accidental omission of vital tasks.
6.14 General (E-Business Suite) Don't customize, just personalize !
Prabhakar Pooskur, Sr Analyst - Tech Lead, TIBCO Software Inc

Dharmang Purohit, Ubex Corporation
Businesses are often vary of too many customizations and most of the times misunderstand extending the application with customizations.
This presentation will help business users to -
1. Understand the personalization feature
2. Justify its use / business benefits
3. Know the types of personalizations available
Knowing all of these will help achieve increased acceptance of this feature resulting in improved aesthetics, convenience and visibility.
This presentation will include a demo of personalization feature used to meet various business requirements at TIBCO Software Inc.
1.08 GRC/SOX (E-Business Suite) Automating segregation of duties verification through ICM
Stephen Lee, Finance Manager, AKT America Inc.

Rahul Sharma, Manager, Ubex
This paper helps Oracle customers leverage Internal Controls Manager module to easily verify segregation of  duties constraints. Today, when audit procedures and security enforcement responsibilities have put substantive costs on companies, this automation can help alleviate the need to review the access rights of each user thus saving valuable time. 
2.08 GRC/SOX (E-Business Suite) SOD Remediation for Oracle Applications
Steve Nick, Associate Director, Protiviti

If you have had audit deficiencies in the area of Segregation of Duties or Application Controls, you will want to attend our session to see some remediation examples that address high risk areas.  We will demonstrate how to correct / improve your controls in Oracle by integrating resources, processes and systems.  Demonstration will include outline of project tasks, examples of remediation solutions and how they are integrated into an Oracle environment.
3.08 GRC/SOX (E-Business Suite) Common Change Management Challenges for Companies Running Oracle Applications
Jeff Hare, President, ERP Seminars

Sarbanes Oxley requires an effective change management process to support internal controls over financial reporting.  Change management is the foundation on which all controls rest.  There are several common challenges that companies face when using Oracle Applications that we will explore during this session.  We will use the best practices established by the Institute of Internal Auditors as our benchmark.
4.08 GRC/SOX (E-Business Suite) Best Practices for Implementing Third Party Software to Monitor SOD and User Access Controls
Jeff Hare, President, ERP Seminars

Cam Larner, Absolute Technologies
Companies complying with Sarbanes Oxley have been working to automate controls to reduce risk and costs related to internal and external audit testing.  Implementing third party software to monitor key configurations and prevent/monitor SOD and user access control risks is one way to automate controls.  Find out how to increase your ROI and reduce your implementation time by licensing third party software that adopts and embeds risk-based best practice rules and content in its software.
5.08 GRC/SOX (E-Business Suite) Sustaining GRC with Oracle Governance, Risk, and Compliance Application Suite
Karen dela Torre, Senior Director - Governance, Risk, & Compliance Oracle IBU – Product Marketing, Oracle Corporation

A well-executed GRC strategy can be a competitive advantage for an organization but the complexity can easily be overwhelming. In the past 12 months, Oracle has made significant investments to help customers simplify and integrate GRC for improved business performance. Join this session to find out the latest in Oracle GRC Applications, including the recent acquisition of LogicalApps.
6.08 GRC/SOX (E-Business Suite) Benefits of IT Governance and Automation in an Oracle E-Business environment
Gaja Nagarajan,  Marvell Semiconductor Inc

IT Governance includes the definition of IT processes as well as the deployment of controls to ensure that the processes are duly followed.  One good way of ensuring control of IT processes is by the use of IT Governance and automation tools.  Usage of tools not only enforces the processes and sometimes automates them, but also helps in generating the required audit trail for SOX auditing requirements.  In this presentation, we would discuss the approach used by Marvell to lay down the IT Governance processes including issue tracking, code migration and testing processes. We will then in particular discuss the approach taken to manage and automate the changes to the Functional Setups in the Oracle E-Business environment and how it has benefited the organization.
6.09 GRC/SOX (E-Business Suite) Best Practices for User Access Controls and Segregation of Duties
Jeff Hare, President, ERP Seminars

Companies complying with Sarbanes Oxley have been working to automate controls to reduce risk and costs related to internal and external audit testing.  Implementing third party software to monitor key configurations and prevent/monitor SOD and user access control risks is one way to automate controls.  Find out how to increase your ROI and reduce your implementation time by licensing third party software that adopts and embeds risk-based best practice rules and content in its software.
1.09 Human Resources (E-Business Suite) Talent Management
Beth Lavery, Oracle Corporation

A global talent shortage is becoming a growing reality for many companies. How will your company tackle this challenge? Learn how Oracle?s complete and integrated Talent Management solution will help your company to attract, grow and retain the best employees.
2.09 Human Resources (E-Business Suite) Resume Processing and Advanced Search Technology for Oracle / PeopleSoft HCM
Kevin  Vondemkamp, Director of Business Development, Talent Technology (Resume Mirror)

This presentation will discuss "pain points" in the recruiting process and how new technologies can make the process more efficient for both job seekers and recruiters.  The presentation will focus on how leading Oracle/PeopleSoft customers are improving their recruiting processes by utilizing new technology for advanced applicant data management, resume data extraction, conceptual search and candidate processing.  Live demonstrations and user case studies will be used to illustrate how companies are using this new technology to create a competitive advantage in their recruiting efforts.
3.09 Human Resources (E-Business Suite) Total Compensation
Indy Bains, , Oracle Corporation

Motivate and retain your employees using Oracle's Total Compensation solution. Learn how Oracle Compensation Workbench and Oracle Incentive Compensation can be used together to manage your focal process, provide powerful communication and reporting tools, manage bonuses and create dynamic sales compensation plans to align employee behavior with your company's objectives.
1.10 Hyperion Extending Finacial Reporting out of Oracle Financials Using Hyperion Essbase
George  Cooper, Manager Hyperion Analytics, Answerthink

Learn how fortune 500 companies are utilizing Hyperion Essbase to extend the reporting and analytics out of Oracle Financials.  This will highlight case studies of two very large Bay Area companies.
2.10 Hyperion Yahoo Finance EPM: Building a Cohesive Heterogeneous Technical Environment
Bob Yau , Business Analyst, Yahoo!

Nate Coate, Key Performance Ideas, Quinlan Eddy, Star Analytics
Understand how Yahoo implemented a EPM solution integrating both multi-dimensional and relational database technologies into a seamless solution for Finance.  Using Hyperion System 9 applications developed by Key Performance Ideas, and supported by Oracle Hyperion Essbase and Oracle RDBMS, Yahoo Finance has analytics from all its necessary source systems, on the desktop. Come see how Yahoo now unifies and shares financial data between these varying technologies using Star Analytics Star Integration Server. 
3.10 Hyperion Extending Drill Through to Oracle Transaction Level Detail from Hyperion Essbase
Chad  Coughlin, BI Manager, Answerthink

This will be a case study talking to my experience working with a client to extend their current finanicial reporting via Hyperion Essbase.  The application utilizes Hyperion Essbase and AIS to drill through to transaction level detail in Oracle. 
4.10 Hyperion How to Make More Effective Use of KPIs and Dashboards
Chris  Dennis, Consultant, TopDown Consulting

Gain an understanding of typical BI approaches, including the difference between Metrics, KPIs, Scorecards, Reports, and Dashboards.  Learn specific Tips and Tricks for developing effective Dashboards, practical suggestions for good designs, and techniques for avoiding common design mistakes.  This session will compare and contrast the multiple Hyperion BI tools, describe when to use each tool, and provide a solid knowledge base for customers pursuing a Dashboard strategy.
5.10 Hyperion Moving Data within a Planning Application at Avago Technologies
Audrey Holifield, Project Manager, FP&A, Avago Technologies

Patrick Louie, Bay Area Manager-Hyperion Planning, Answerthink
This presentation will focus on two solutions employed at Avago Technologies in their Hyperion Planning Application.  One employs Hyperion Business Rules and XREF commands to transfer data from a Workforce database to a Income Statement database as the data is submitted by users.  The second employs member formulas and a Function dimension to assign values in shared Expense accounts to different accounts along the Income Statement account hierarchy.
6.10 Hyperion Get More Value from Hyperion Enterprise
Juan Porter, President, TopDown Consulting

Understand the product roadmap for Enterprise. Learn Tips and Tricks to help leverage current applications and get more value from using Enterprise. Learn how to create more dynamic Retrieve spreadsheets by utilizing less well known functions and automation capabilities, and understand the different Retrieve options available. Understand how Enterprise Reporting can be used for allocations, data extracts, and more. The presentation will also help expand your use of Schedules and DataExtend.
6.16 Hyperion Introduction to Hyperion System 9 for the System Administrator, an Architectural Overview
Eric Helmer, Director, Hyperion Practice, Answerthink

Successful implementations of Hyperion System 9 BI+ Foundation Suite require
a level of architectural planning and understanding from the very beginning. This
session is specifically tailored for technical system architects and system
administrators considering System 9. It will cover a general high-level
introduction to the many components of System 9, process interdependencies,
and interactions. We will also touch on more advanced topics on installation
strategy, sizing considerations, clustering, and performance tuning based on best
practices and lessons learned in the field.
1.18 JDE OBIEE for JDEdwards
Joel Schipper, Principal Solution Architect, Oracle Corporation

Overview of OBIEE dashboard capabilities, including building a sample report and pivot table using pre-built JDE data marts
1.19 JDE JDE E1/World, The advantages of a Chart-of-Account restructure
Mike Bonneau, Manager, Northern California, Systems Management Inc

For the presentation I will be joined by SMI's SVP of Delivery Joe Harris.  Joe will discuss the benefits he has helped a number of JDE customers realize by restructuring their Chart-of-Accounts.
3.19 JDE JDE World, A9.1 Net Change Financials
 , , Oracle Corporation

See Schedule Changes
4.19 JDE JDE World, A9.1 Net Change Distributions
Joel Schipper, Principal Solution Architect, Oracle Corporation

See Schedule Changes
5.19 JDE Oracle JD Edwards Enterprise One Release Enhancements
Tim Thronson, Principal Solution Architect, Oracle Corporation

Financials From Xe through Release 8.12. This presentation will describe the JDE Enterprise One finacials changes from 8.9 to 8.12.
6.19 JDE JDE E1, Connecting the dots: Supply Chain, Sales Ops, & Grower Mgt
Joel Schipper, Principal Solution Architect, Oracle Corporation

How does Grower Mgt connect forecasting, plant planning, plant WIP control, multioperations, shipping, and sales visibility into future plant availability? Recent experience with the cutting edge of linking Grower Mgt and Supply Chain Mgt supports this ta
1.11 Manufacturing (E-Business Suite) Make Cost Management Work for You!
Douglas Volz, Principal/Owner, Douglas Volz Consulting, Inc.

Make Cost Management Work for You! Using examples from real world experience, find out how use Oracle's manufacturing, distribution and financial applications to control cost, inventory and report profit. Get suggestions on:
1. Better ways to reconcile Oracle Inventory/WIP to Oracle G/L, especially with multiple inventory organizations
2. Efficient G/L reporting by Journal Source & Category
3. Quick margins from your G/L
4. Multi-org reporting for Stock and WIP levels
5. Common A/P accrual issues and how it affects profits
6. Managing period close interfaces
7. Recosting inventory and COGS
8. Excess and obsolete reporting
9. Exception reporting techniques for material accounting transactions, PPV and IPV 10. Data exceptions that will hurt you — including accrual on receipt flags and cost rollup flags 11. How to use the Cost Mass Edit architecture for Multi-Org Cost Mass Edits And other issues as we have time. This discussion is for both Standard and Average Costing Methods and may also be applicable for FIFO and LIFO costing.
2.11 Manufacturing (E-Business Suite) How companies are achieving a faster ROI on E-Business Suite with Oracle MSCA an
Todd Baggett, CEO, RedLine Solutions

Mark Lewis,   Director of Oracle Supply Chain, Oracle
Additional Materials
Companies that implement Automated Data Collection (ADC) Systems with their ERP deployment achieve a 50% faster ROI than companies that don’t. This is particularly true for companies with inventory, manufacturing, or distribution operations. By automating data entry with bar code and WIFI enabled mobile terminals you can realize huge time and productivity gains.  The best part is that Oracle’s WMS or Mobile Supply Chain Solutions are built in, not bolt making migration to newer versions a snap.Join us as we overview the solutions and present a case study of successful deployment.
2.12 Manufacturing (E-Business Suite) Extending OSFM/ASCP with Triniti Data Quality Suite
Srinath Alamela, CEO, Triniti Corporation

OSFM and ASCP are versatile components of Oracle EBS that can potentially help semiconductor companies leverage smooth supply chain operations with real time visibility and daily responsiveness. However both require a high level of data  accuracy as inputs to maximize that potential. In many organizations that have purchased these modules the potential  remains latent. Learn how semiconductor companies have  leveraged the Triniti Data Quality Suite to unlock the true  potential of these modules.
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