Cloud ERP Week 2023

Cloud ERP Week 2023: Schedule of Events

Monday, November 13

11:00 - 12:00 PM ET

Cloud ERP SIG Overview & Welcome

Join the OATUG Cloud ERP Special Interest Group to get an overview of the Cloud ERP Week's events and get to know the SIG and their work. Come ready with your questions! The SIG will host a Q&A and discuss current topics.

Panel Moderator:
Ravikanth Prabhu, Broadridge Financial Solutions

Panelists: 

  • Gustavo Gonzalez, Chief Technology Officer - KNEX Technologies
  • Brian Pellegrin, Assistant Vice President, Cloud Application Support, SCI Management L.P.
  • Jeff Hare, CEO, ERP Risk Advisors Cloud & ERP SIG VP
  • Lakshmi Sampath, Master Principal Solution Engineer, Oracle

1:00 - 2:00 PM ET

Primed to Perform: Prepare Your Team for Cloud

Oracle cloud applications provide a outstanding opportunity for high velocity organizations to scale and adapt market needs in agile manner. Cloud adaptation and transition is critical for every enterprise for digital transformation. This session outlines the imperative need to prepare your team to prepare for successful cloud transition, the need for agile and DevOps methodology, new tool and technology knowledge, vendor training and certification that would prepare your team your team to perform at its best. Learn best practices to prepare your team to support cloud applications.

Learning Objectives:

  1. Understand the critical need to prepare your team for cloud applications support and transition
  2. Identify role based training needs for teams including soft skills.
  3. Understand various training offerings from vendors to build a training roadmap for your team.

Speaker:
Ravikanth Prabhu, Broadridge Financial Solutions

3:00 - 4:00 PM ET

Meet the Vendor Solution Experts

This Panel will allow attendees to connect with one another and collaborate with Datavail, Huron, Opkey, Oribit Analytics, and ConfigSnapshot and business leaders to explore how to most effectively plan and manage Cloud ERP. You’ll have the opportunity to get answers and learn about various tools and methods which can offer the fastest, highest value, and most cost-effective Cloud ERP solutions for your organization.

Panel Moderator:
Ravikanth Prabhu, Broadridge Financial Solutions

Panelist:

  • Pramod Alluri, Senior Vice President, Datavail
  • Glynn Malagarie, Senior Director, Huron
  • Ravi Jasti, Chief Technology Officer, Orbit Analytics
  • Dimpy Sharma, VP of Product Solutions, Opkey
  • Gordon Halley, Business Development, ConfigSnapshot / Rookery Software

5:00 - 6:00 PM ET

To Security and Beyond - How to Buzz License Cost and Stay Lightyears Ahead of Fraud

Securing the Oracle (security) and keeping your licensing cost low (and beyond) begins long before a project gets started. Learn from 3 companies how they scoped in key controls like segregation of duties and security to massively reduce their risks of fraud and reduce their Oracle licensing costs: Brian Pelligrin: Service Corporation International; Matthew Rekers: Clayton Homes; Ravikanth Prabhu: Broadridge Financial Solutions. These individuals will talk about how they had to scope in security/controls as a part of the project. The planning involved choosing the right System Implementer, making sure the project was properly scoped, and ensuring the budget was clear and concise for all requirements. Key to this is to educate the executives and to get the approvals necessary.

Learning Objectives:

  1. How to negotiate optimal Oracle licensing along with scoping in appropriate security and controls during bid / award / project.
  2. Hear about how security/controls were implemented prior to go live.
  3. Consider how these organizations have maintained automated monitoring of their security/controls going forward after go-live, patch after patch.

Speakers:

  • Jeff Hare, CEO, ERP Risk Advisors Cloud & ERP SIG VP
  • Brian Pellegrin, Assistant Vice President, Cloud Application Support, SCI Management L.P.​​​​​​
  • Ravikanth Prabhu, Broadridge Financial Solutions
  • Matthew Rekers, ERP Specialist III & Risk Advisory Lead, Clayton Homes

Tuesday, November 14

11:00 - 12:00 PM ET

ERP Cloud: What Happens in the Cloud Stays in the Cloud (Overview and Roadmap)

Oracle’s ERP Cloud provides a completely integrated suite of the ERP Applications to run your business. These applications are natively integrated with Oracle Customer Experience, Supply Chain and HCM cloud services which helps eliminate the integration overhead of synchronizing employees, sales data and more. Join us to see an overview and a demo of this complete integrated suite.

Learning Objectives:

  1. Understand how the integrated suite of ERP applications can streamline operations and reduce integration complexities, ultimately enabling more efficient and data-driven decision-making in your organization.
  2. Gain insight into the technical aspects of Oracle's integration capabilities with Customer Experience, Supply Chain, and HCM cloud services.
  3. Learn how this integrated suite can enhance your daily workflow and user experience.

Speakers:

  • Ravi Sundaram, Master Principal Solution Engineer, Oracle
  • Lakshmi Sampath, Master Principal Solution Engineer, Oracle

1:00 - 2:00 PM ET

Cloud ERP/Fusion Real-Time Reporting with Orbit SQLEdge, ExcelEdge, and AirQuery

Learn how AI integration turns questions into queries and returns real-time results. Streamline your reporting by running OTBI and BIP reports from Orbit.

Learning Objectives:

  1. Comprehend the functioning of AI integration in transforming questions into queries for real-time results.
  2. Learn how to effectively streamline reporting processes by utilizing OTBI (Oracle Transactional Business Intelligence) and BIP (Business Intelligence Publisher) reports.

Speaker:

  • Sean Williams, Regional Director of Enterprise Sales, Orbit Analytics
  • Ravi Jasti, Chief Technology Officer, Orbit Analytics
  • Arvind Bellur, Senior Product Specialist, Orbit Analytics

3:00 - 4:00 PM ET

Navigating Country Requirements with Cloud Financials

Explore Oracle Cloud ERP's International Versatility: Empowering Local Business and Regulatory Requirements Worldwide. Gain Insights into the Pivotal Role of Implementation Choices for a Seamless Multi-Country Expansion.

Learning Objectives:

  1. Understanding Oracle Cloud Financials International Versatility: Provide attendees with a comprehensive understanding of the international capabilities of Oracle Cloud Financials. Highlight the key features and tools that make it versatile and adaptable for various countries' business and regulatory requirements.
  2. Empowering Local Businesses Worldwide: Discuss how Oracle Cloud Financials can empower local businesses to operate efficiently and effectively in different countries. Show examples of capabilities designed to support local statutory requirements and taxation needs while maintaining a global perspective. 
  3. Guiding Implementation Choices for Multi-Country Expansion: Share insights on the pivotal role of implementation choices in ensuring a seamless multi-country expansion. Discuss strategies, best practices, and potential challenges associated with implementing Oracle Cloud ERP in various countries, emphasizing how these choices can impact the success of international operations.

Speakers:

  • Hernan Tojo, Oracle Cloud Financials - Director Product Strategy, Oracle
  • Jacek Adrjanowski, Oracle Cloud Financial – Product Strategy Director, Oracle

 

Wednesday, November 15

11:00 - 12:00 PM ET

Fusion Cloud – Automating Configuration Loading, Migrations and Multi-pod Comparisons

Flexibility to target and load-specific setup is key in any Fusion Cloud implementation, rollout, release cycle, quarterly patch update, etc. The ability to then readily confirm settings are consistent across multiple Cloud environments is paramount. Basic implementation tools are provided but do not consider practical usage, lack clarity of reporting or consistency checking, use internal record IDs, and require numerous loading mechanisms/user interfaces.  Join us for this presentation where we will take you through just how easy it can be, with the right tools, to work with the Fusion Cloud configuration settings and extract, transform, load, and compare them across environments, entities, time, and even patch levels. We will touch on the automated generation of MC050s / BR100s, comparing settings across multiple Cloud environments, seeing the impacts of quarterly patch updates, loading targeted settings across environments, tracking who / what is making changes, user access/segregation of duties reporting, etc.  The session should be of interest to anyone working with the Fusion Cloud Applications.

Learning Objectives:

  1. How to check consistency of settings across multiple Cloud environments.
  2. How to identify changes over time or introduced through patches.
  3. How to target setups to load/migrate.

Speaker:
Gordon Halley, Business Development Director, ConfigSnapshot / Rookery Software

1:00 - 2:00 PM ET

Fusion Pricing in the Oracle SCM Cloud

The Fusion Pricing framework distinguishes itself significantly from the Oracle EBS Advanced Pricing system. This session delves into:

  1. an overview of Fusion Pricing,
  2. intricate details concerning the Structures and Components of the Pricing Architecture,
  3. insights into the implementation of intercompany and 3rd party pricing policies,
  4. a comprehensive exploration of Transfer Order Pricing, and
  5. an examination of the challenges commonly encountered during Fusion Pricing implementation.

Learning Objectives:

  1. Review the pricing architecture and how it works and gain an understanding of the pricing policies for both internal and external customers. 
  2. Learn how the transfer order pricing works. 
  3. Explore implementation challenges with pricing.

Speaker:
Venkanna Mittakanti, Oracle SCM Cloud Solution Architect and NOV

3:00 - 4:00 PM ET

On the Road to Operational Excellence by Optimizing Point of Consumption-Based Expense Processes

In the hospitality industry, it's crucial to optimize operations and provide exceptional customer service to succeed. This session highlights how a major hospitality organization used Oracle Cloud Applications to improve their Point of Consumption (PoC) expense processes. Before this technology was implemented, the organization faced challenges with disjointed workflows, manual errors, and a lack of real-time data analysis. These limitations hindered their operations and negatively impacted the customer experience. With the integration of Oracle Fusion Applications, the company was able to establish a consolidated and efficient expense management system that allowed for immediate monitoring of PoC expenses. This integration resulted in reduced errors, faster processes, and increased transparency throughout the organization.

Learning Objectives:

  1. Understand how transformative outcomes, such as expedited decision-making, can be achieved through a real-world use case.
  2. Learn how to enhance guest experiences, ultimately increasing customer satisfaction.
  3. Discover strategies to achieve significant cost savings that directly impact the bottom line.
  4. Understand how a culture of continuous improvement lays the foundation for future growth.
  5. Gain insights into the strategic implementation, hurdles faced, and rewards reaped in digital transformation.
  6. Receive a practical blueprint to guide similar digital transformations in the hospitality sector, enabling them to apply these learnings effectively.

Speaker:
Srinivas Kota, Oracle Applications Solution Architect, Datavail

5:00 - 6:00 PM ET

Oracle Cloud Reporting – A Master Class Redux

Oracle ERP Cloud comes with many tools and seeded reports tools to allow end users and high-end power users to capture, summarize, present and distribute information in many ways. Yet, client after client, we see users using Third Party Tools or worse yet, MS Excel to create their analysis and reporting packages. There is no need to use Excel or external tools when all the functionality most users need comes seeded with the Cloud. Presented by two Oracle ERP Cloud veterans, with dozens of successful implementations, this session will show users the tools, techniques, and short cuts they need to maximize their Oracle Cloud investment.

Learning Objectives:

  1. Understand the tools available in Oracle Cloud.
  2. Identify which tool is best for the task at hand.
  3. Understand how to use the tools, create some basic reports, and go back to your job ready to report from Oracle Cloud.
Speakers:
    • Thomas Simkiss, Director of Cloud Solutions, Creoal Consulting
    • Lee Briggs, ERP Solution Architect, Creoal Consulting

    Thursday, November 16

    11:00 - 12:00 PM ET

    The Essential Blueprint for Regression Testing Your Oracle Quarterly Updates

    If you’re involved with Oracle Cloud testing, then you know how tedious regression testing can be. In this session, we’ll explain why regression testing is vital to business continuity, we’ll describe the core challenges associated with Oracle Cloud regression testing, and we’ll describe how to address those challenges with intelligent test automation.  ‍ Join us as we share insights on best practices and strategies for ensuring your organization can efficiently and thoroughly regression test quarterly updates.   ‍

    Learning Objectives:

    1. Understand the key components of a regression testing strategy for Oracle updates.
    2. Develop a comprehensive plan for managing Oracle update cycles efficiently.
    3. Implement best practices for maintaining data integrity and system stability during regression testing for Oracle updates.

    Speaker:

    Dimpy Sharma, VP of Product Solutions for Opkey

    1:00 - 2:00 PM ET

    Back to Back Make Flow Implementation in the Fusion Order Management Cloud

    Back-to-back promising implementation is extensively used for various business scenarios in the Order Management Cloud. This session will cover the overview of back-to-back order flow, setups, implementation experiences, benefits, as well as limitations and known issues.

    Learning Objectives:

    1. Gain a comprehensive understanding of the back-to-back promising implementation process within the Order Management Cloud.
    2. Explore real-world implementation experiences of back-to-back promising in diverse business scenarios.
    3. Evaluate the benefits, limitations, and potential challenges associated with the back-to-back promising implementation in the Order Management Cloud.

    Speaker:
    Venkanna Mittaknti, Oracle SCM Cloud Solution Architect and NOV

    3:00 - 4:00 PM ET

    Fusion Analytics for Cloud ERP Experts

    This session will provide an intermediate level overview of Fusion Analytics Warehouse capabilities and implementation steps geared specifically toward Cloud ERP Practitioners.
     
    Learning Objectives:
    • Understanding Fusion Analytics Warehouse (FAW) and its role in the context of Cloud ERP systems.
    • Exploring the implementation steps for integrating Fusion Analytics Warehouse with Cloud ERP systems, including data migration and configuration processes.

    Speaker:

    John Whitaker, Data Management & Analytics Director, Huron Consulting Group

     

    5:00 - 6:00 PM ET

    Oracle Fusion Accounting Hub Implementation and Migration Best Practices

    This topic covers various flavors of Fusion Accounting Hub (FAH) Configurations, best practices when configuring FAH events, and how to manage/maintain huge FAH configurations. We will also provide ideas on automation and reduce manual effort in migrating configurations.

    Learning Objectives:

    1. Understand the different flavors of Fusion Accounting Hub (FAH) configurations, analyze the pros and cons of each configuration, and apply best practices to configure FAH events effectively.
    2. Manage and maintain large-scale FAH configurations, demonstrating the ability to streamline complex configurations, troubleshoot common issues, and implement strategies to optimize the performance and reliability of FAH processes.
    3. Design and implement automated solutions for migrating FAH configurations, employing industry-standard tools and techniques to streamline the migration process, reduce manual effort, and ensure seamless integration between different FAH environments. 

    Speaker:

    Sreekanth R Pothula, Business Systems Architect, Stripe

    Friday, November 17

    11:00 - 12:00 PM ET

    CANCELED - Oracle Fusion Revenue Management Cloud Service ("RMCS")

    1:00 - 2:00 PM ET

    Save Me the Money! How to Negotiate the Best Deal with Oracle Licensing

    For most companies, Oracle licensing already represents a significant expense. So why potentially leave hundreds of thousands of dollars on the table? Oracle’s licensing structure and how Oracle tracks usage can be quite complex. We at Clayton Homes learned this the hard way after our first Oracle usage review. We will share some tips and tricks on how we have reduced unnecessary licensing costs using custom roles for Financials, Projects, AP, Procurement, Contracts, SCM, and Tech Support. That is not all folks. We will also provide some practical reporting techniques to help you monitor your licensing usage. The more you know, the more equipped you will be to continually negotiate a better deal with Oracle. We would like to pass on our lessons learned to you.

    Learning Objectives:

    1. One Dollar Bill: Understanding the complexities of what privileges trigger different Financial and SCM Oracle licensing.
    2. Hundred Dollar Bill: How to monitor your licensing usage through reporting to better understand current usage and plan for future needs.
    3. Priceless: How to best negotiate with Oracle during the bid, award, and after go-live to reduce your licensing cost.

    Speaker:

    Matthew Rekers, ERP Specialist III & Risk Advisory Lead, Clayton Homes

    3:00 - 4:00 PM ET

    ERP Cloud: Analyze and Maximize Value using Fusion Analytics Warehouse (FAW)

    Customers are increasingly adopting Oracle Cloud ERP. Join us as we discuss everything you need to know about Fusion Analytics Warehouse for Oracle ERP Cloud. Built on Oracle Analytics Cloud and powered by Oracle Autonomous Data Warehouse, Oracle Fusion Analytics Warehouse provides customers with out-of-the-box application integration and best practice KPI’s to drive actionable insights using advanced analytics. Come and attend this presentation to see how FAW will help Oracle Cloud Application customers drive informed decisions.

    Learning Objectives:

    1. Gain a comprehensive understanding of how to leverage pre-built application integrations and KPIs to derive actionable insights from complex data sets.
    2. Acquire a deep understanding of the technical integration capabilities and best practices for deploying FAW within the Oracle Cloud Application ecosystem.
    3. Learn how FAW can empower you to make informed decisions by providing comprehensive insights into Oracle Cloud Applications data.

    Speakers:

    • Greg Madsen, Solution Engineering Team Lead, Oracle
    • Lakshmi Sampath, Master Principal Solution Engineer, Oracle