Thanks for joining me today. NexInfo Solutions Sr. Business Consultant expert team providing process design assessment and roadmaps Oracle EBS & Cloud, JDE Managed Services to Contract Staffing 20+ years of SCM experience; functional Silk screening medical device Pharmaceuticals JDE Oracle 10+ years most currently in Cloud A functional perspective of a Lift & Shift Cloud project

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We have been around since 1999, that’s 19 years. We have focused on supply chain and the technologies that goes around supply chain. Product life cycle management and the technologies that go enabling product life cycle management. And finally we have done a lot of compliance and IT government type of projects. We have been recognized by a few organizations including Silicon Review, CIO, Gartner-they were following us endlessly because we specialized in supply chain area. From a SW perspective, We deliver solutions in different software, Oracle EBS, VCP, JDE, PLM + Agile, Enovia, TeamCenter + SAP – ECC, BW and APO + Microsoft Sharepoint, Active Directory etc. We are about 100 + employees We have a worldwide presence with operations and localized resources across US, in Ireland & United Kingdom (Europe), & India (Asia) We have a very large footprint in what we delivery – Forecasting, Demand Management, Manufacturing, Supply Planning, Collaboration, Product Lifecycle Management, etc. We typically run about 15 – 20 projects concurrently We are an organization with a dedicated sales team, a solution development team and a delivery team – that provides structure again.

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Process Design Oracle EBS, Cloud SAP JDE Product Lifecycle Management Demand Management Managed Services

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Or, what are Cloud Services?

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Many of you may already be familiar with Oracle Cloud and the many offerings it contains. However, I’d like to go over a brief overview of the main Service areas so as to establish a bit of context for what I will share today. Data-as-a-Service Software-as-a-Service Platform-as-a-Service Infrastructure-as-a-Service

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Data-as-a-Service is storage of your data, accessible from anywhere, accessible by a wide range of systems and devices. Serves as a single source of truth.

Software-as-a-Service is the vendor manages all software related activities – installation, patches, security, and maintenance upgrades, etc. Typical offerings include accounting, HR, procurement, project management, service, sales management, marketing, transportation management, and supply chain.

Platform-as-a-Service means a vendor manages the infrastructure and the platform is taken care of as well. Typically includes the operating system, programming language execution environment or runtime environments and database servers. Developers are free to develop and test and not worrying about building/maintaining an environment.

Infrastructure-as-a-Service means a vendor manages the hardware that runs the content management system (CMS), makes sure the server, storage, load balancers, network, amongst a few other things are running and running well. No on site data center required. These services are looked at by some, as a progression, one that follows that other; however, they don’t have to be. The service that is right for your business is the where you should begin.

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But as I am not of a super technical background, I prefer to look at things in different ways.

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Like Pizza. So much better. So by way of comparison: ON PREM: Do everything yourself. You own the restaurant, you maintain it, you buy all the supplies and you make the pizzas and handle all the extras. You could even knead your own dough and make your own spaghetti sauce. IaaS a.k.a. Take and Bake or buying a frozen pizza: You would an oven and anything needed to warm and serve the pizza, but not all the specific ingredients as the pizza is already made. PaaS a.k.a Just sit and enjoy: The pizza is already made and all you need to do is grab a chair and a napkin, then sit down and enjoy. SaaS a.k.a Dine out: You are responsible for nothing but the bill!

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SAAS:

Customer Experience - The Oracle Customer Experience Cloud (Oracle CX Cloud) is a suite of cloud-based tools for CRM and sales, marketing, customer service, e-commerce and other tools, such as configure, price quote tools Human Capital Management - HR

Enterprise Resource Planning – broad set of activities that helps a business manage the important parts of its business such as purchasing and inventory management. ERP applications can also include modules for the finance and human capital management aspects of a business. Supply Chain Management - the oversight of materials, information, and finances as they move in a process from supplier to manufacturer to wholesaler to retailer to consumer. Internet of Things - The Internet of Things (IoT) is a system of interrelated computing devices, mechanical and digital machines, objects, animals or people that are provided with unique identifiersand the ability to transfer data over a network without requiring human-to-human or human-to-computer interaction. PAAS: Content and Experience: a unified content hub that enables you to drive omnichannel content management and accelerate experience delivery. With powerful capabilities for content management, collaboration, visual site building, and omnichannel publishing, you can streamline the creation and delivery of content. Provide a

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seamless experience that promotes collaboration. Leverage your content to drive effective digital engagement with employees, customers, and partners IAAS: Bare Metal Cloud Services- Bare-metal cloud is a public cloud service in which the customer rents hardware resources from a remote service provider. One of the major benefits of bare-metal cloud is the flexibility it provides. Businesses can customize a bare-metal cloud based to meet their unique requirements and troubleshoot applications without having to worry about neighboring virtual machines (VMs). Public cloud environments are multi-tenant and VMs share the physical server which can result in VMs fighting for resources. Because a bare metal cloud is made up of dedicated servers, this problem is avoided. The bare metal-cloud works well for big dataapplications or high-transaction workloads that do not tolerate latency.

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Unified platform offers a common technology framework providing standards for integration, security, social, analytics, and mobile.

Custom applications and solutions developed by independent software vendors also leverage this platform, which ultimately reduces costs, minimizes IT support requirements, and simplifies integrations.

Benefits: • Reduces costs and risks with common technology framework, security and identity services • Minimizes IT support with shared technology used across cloud services • Supports additional use cases when required with a complete global cloud solution • Simplifies integrations and extensions with Oracle’s universal Platform as a Service

• Enterprise Performance management – company’s performance management and delivering

to decision makers • Common data model – secure database, 1 cloud, 1 platform

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Oracle had 3 primary guiding principals for Cloud: 1. Comprehensive, fully integrated suite of supply chain applications for industrial and high tech customers (minus semi-conductor) 2. Exceptional user experience, as close to consumer app simplicity as possible – whether your on your desktop or on the go with a tablet. 3. Simple to setup and maintain. Significant amount of time creating a quick setup of new organizations that defaults most of the settings to those that are most commonly used – getting you up and running a quickly as possible. But at the same time, leaving lots of bells and whistles so that you can go back and tweak the settings to meet your particular business environment.

Today’s presentation will highlight, from a functional perspective, one company’s Lift & Shift experience from on-prem EBS to Oracle Cloud as they journeyed to a Software and Platform-as-a-Service environments.

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Faster time to value: Cloud applications allow subscribers to implement new functionality immediately and at a lower cost than most on-premise implementations. With cloud applications, there is little to no strategizing, creation of an implementation plan, the potential for prolonged downtime, regression plans, etc. Instead, IT is can add value by concentrating on things like integrations and security.

Increased Innovation: Trade significant effort in maintaining complex IT

environments especially in times of on-prem upgrade or implementation, for

time spent on increased innovation and rolling out new functionality.

How many times have we heard that a new functionality has to be de-scoped

due to time, resource or inability to vet it against existing functionality?

Increased innovation: With cloud applications, the functionality is deployed in a standardized manner. This means that all customers run the same software. As customizations are not allowed, new innovations can be rolled out much faster and the experience from the user group can be shared. Further, in most cases, cloud applications have standard innovations such as analytics, collaboration tools, and mobile support readily available. Scalability with growth: ERP cloud applications enable business leaders to act immediately if they need to scale. Typically, after a pilot period, they can evaluate success and decide in what manner and at which pace the

functionality can be rolled out in the business. The ability to add resources like storage, RAM, and bandwidth is a simple.

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Globalization strategy: How many times have you experienced this: Your company struggles through an implementation, years later, every part of the company is finally on the same system. Yay. Within months, however, Finance in the France is doing things significantly different than their counterparts in the US. Independent patches and niche customizations now significantly distinguish what was once a uniform system into several different versions; might as well be separate systems. There goes transparency. Cloud on the other hand, offers a solid opportunity to have one global, uniform, scalable platform. Managing an aging ERP environment If you want to make any ERP user cringe, just tell them it is time to upgrade…… if your business is what is currently considered “normal” then, you have somewhere between a few and a lot of customizations. Many of the customizations are developed over the course of many years, perfecting the system to work for your business and are quite business critical. Equally though, they are absolutely non-standard and would need to be redesigned to a large extent if an upgrade is to be successful. You bite the bullet and upgrade. Then seven years later………… Business expansion Clients realize that moving to the Cloud applications enables them to have a common platform for existing and future businesses designed to support best practice Stop continually inheriting different ERP applications that only fragment the business and offer very little in the way of scalability. In fact, most end up increasing the number of staff to keep up with the growing business demands. In addition to the business-centric benefits for moving to Cloud, there are also system-centric benefits. For example:

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From on-prem EBS landing page to Cloud Springboard Roles drive icons Each icons will have submenus also driven primarily by Roles Springboard can be personalized – choose what icons to display Access to Favorites, Watchlists, Notifications, General preferences and a Help menu Social Collaboration -

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Infolets are data portals on the landing page for each work are that represent real time statistics. Information alerts you to areas that may need immediate attention Drill down capabilities Info

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As with most manufacturing businesses, Receiving and Distribution is a major piece of the pie for our Client.

We implemented Cloud WMS (formerly known as Logfire) to facilitate:

All inbound and outbound logistics

Including all managed inventory and OSP operations

Implemented full ASN and LPN functionality

Implemented full pick, pack and confirm shipping process while leveraging source Sales Order information from Cloud.

Rework shipments, RMAs.

Interfaced WMS with Cloud for synchronization of real time inventory balances, on hand availability and transactions.

The predominant built-for-cloud solution in the marketplace

Over 8,700 active WMS users

Confidential – Oracle Internal/Restricted/Highly Restricted

More than 100 million transactions processed in 2015

Over 54 million transactions YTD

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OTBI is single sign-on so you only need to navigate to your Springboard to access the report and analytics tool. The data elements are organized by function areas, e.g. Receiving, Categories, Items Select from subject areas, facts, measures, dimensions and attributes as well as hierarchies. Drag desired subject areas to the right and arrange columns to your requirements Edit a column’s properties…formulas, filters, sorting, etc. Reports are stored for easy access and can be saved in Favorites lists Data is real time, a click of the refresh button re-queries data

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•NexInfo designed connectors to help our Clients overcome the challenges associated with migration to

the Cloud.

•Business process do not always, will likely not fit exactly as required for optimal performance.

•“Especially helpful” if there are no other connectors available

•Best suited for organizations pursuing a customized Hybrid Cloud model (cloud with on-premise E-

Business Suite)

•Connectors available for: Finance, SCM, Manufacturing, WMS and CX

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Once you decide that there are overwhelming benefits from moving towards Cloud, how do you do it? First, don’t do it alone. Second, you have two choices: Lift and Shift or Reimplemenation

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Our Client turned out to be almost a text book case for a Lift & Shift methodology. But, it was not without it’s challenges. Let’s take a look at what challenged us.

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As we just reviewed, Lifting and Shifting is about reproducing the current practices and processes with very minimal redesign. In order to know what current is, with regard to the legacy system, you should have some documented set up documents, commonly called BR100s or MC050 documents. Our client did not have documentation. I’ve noticed, that the less complicated the business processes, the less likely there are volumes of documents detailing them. If you don’t have documentation, you still have options, but you incur costs. #1, man hours to sit and compare and set up or #2, pay for extraction software to extract and build the equivalent of a BR100/MC050 document to be followed for Cloud set up.

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EDI does not work in Cloud like it does in EBS. For example, the absence of Release Management in Cloud prompted us to have to integrate the EDI and achieve the same results, executed Sales Orders and Forecasts. Third party Bill of Lading requirements challenged us with another integration due to specific business requirements. Our client’s clients require serialization of box labels as they are printed. (The label itself, not serialization of the product in the box.) The serialization varied from 1 to X, resetting to 1 each day, to insertion of a different alpha code concatenated with increasing numeric values for each shipment, resetting each day. As mentioned previously, the goal is to evaluate the current business processes so as to completely leverage standard Cloud functionality prior to committing to customizations.

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Customer service screen – leveraged OTBI Forecast load error report – leverages standard FBDI loading process Generation of text files – leveraged standard pdf files Box qty form (shipment detail on packing slip)

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For some it is exciting to look forward to a new system, an opportunity to purge the old data and streamline the current processes. A word of caution though, enthusiasm must not detract from the creation of a well defined strategy for implementation. Take the time to set boundaries; what is in scope and equally important, what is out of scope? Avoid the tendency to add new functionality mid-stream that deviates from your master plan. It is difficult to change, in general. Couch that change within the context of years of experience on a particular system and/or a highly specialized customizations and it can be a bit overwhelming for the new user. Proactively sharing with the Business, the reasons for migration, the strategy and roadmap as well as the expected successes along the way, will go a long way. People will be nervous about what the changes will mean to them, their work and their role post implementation. It can’t be said enough, vetting of all customizations and integrations (and any other dependencies) is crucial. One missed or missed integration could mean significant setbacks for implementation in terms of time and money.

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Our commitment to deliver is framed by a thorough evaluation of data, processes, and the organization.

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Flexible paths can look like from an application footprint standpoint. Innovate at the edges: start with

Sales Cloud, HCM Cloud, Product Hub Financials Cloud, Indirect Procurement

Divisional Modernization: transform a division Move all your financials and SCM activities to the cloud using the Oracle Financials Cloud, SCM Cloud

Phased Complete Corporations: implement in phases I. Financials Cloud, Indirect Procurement II. Order Management Cloud III. SCM Cloud (inventory, manufacturing, planning)

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