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    Role Securities in Procurement and Spend Analytics

    posted in Summer 2017 on 6th Jun, 2017

    By Joshua Nurkowski

    Oracle Business Intelligence Analytics (OBIA) is a resource tool for analytical reporting and metrics that provides customized dashboards and reports that give insight to supplier spend patterns. It enables users to identify supplier opportunities for cost savings and initiate sourcing events to improve on business objectives. This overview points out key benefits of using OBIA for role-based security and data-level security to obtain metrics and data within corporate procurement.

    What is OBIA in Procurement and Spend Analytics

    OBIA is a package solution provided from Oracle and is the analytics functionality of OBIEE. It pulls data from Oracle E-Business Suite (EBS) and comes with pre-built, out-of-the-box reports with the ability to create custom, ad hoc reports. These reports can be created by a subject matter expert and saved in the library for anyone to access and run with the given parameters. Reports can also be created by the end user to fit their specific needs. The overall scope is to present data and information to business users in a meaningful way to improve leadership decision making to strategically align with company goals.

    The overall scope is to present data and information to business users in a meaningful way to improve leadership decision making to strategically align with company goals.

    Procurement and Spend Analytics is one of five modules offered through OBIA. This module provides the ability to conduct comparative analysis and report on requested spend, committed spend, actual spend and receipts across functional business areas. It has the capacity to report in detail on suppliers, products, item categories, buying locations and associated hierarchies for both direct and indirect spend to allow complete visibility of spending across the organization.

    Benefits and Challenges

    There are five out-of-the-box dashboards in Procurement and Spend Analytics that provide numerous reports and graphs to analyze data. If an out-of-the-box dashboard report does not suit the need of a business partner, there is a catalog of custom-created reports that may fit. There is also the capability to create a new ad hoc report.

    If an out-of-the-box dashboard report does not suit the need of a business partner, there is a catalog of custom-created reports that may fit. There is also the capability to create a new ad hoc report.

    Having several options, benefits from the data report include:

    • Looking at spend patterns year over year for suppliers, departments, business segments and internal analysis.
    • Reviewing supplier spend for possible contract negotiations and renegotiations as with buying power by pulling top spend suppliers.
    • Tracking requisitions by requestor, PO spend and off PO spend as well as the status of requisitions.
    • Monitoring buyers’ cycle times, such as requisitions to PO and the workload of buyers through the number of requisitions processed.

    As the data is refreshed nightly in OBIA, the time it takes to obtain needed data for a business partner is significantly reduced.

    Benefits of Procure and Spend Analytics in OBIA

    • Reduced time in reporting to business partners.
    • Nightly data refresh for accurate reporting.
    • Users self-enabled to view own data and not rely on business partner.
    • Standard built reports to choose from in a catalog.

    The major challenge to a user is the need for training. The common training challenges tend to be:

      • Learning how to navigate from one dashboard to another and analyze the data.
      • Knowing where to find the catalog of custom-created reports.
      • Learning the data fields for creating custom reports.

    It is important to have training documents, videos, demonstrations and refreshers set in place to help users build their knowledge of OBIA.

    Challenges

    • Training, training and training.
    • Learning how to navigate from dashboard to dashboard.
    • Learning how to navigate to the Customer Reports folder.
    • Learning the data fields for creating a custom report.

    Reporting Dashboard

    The created reports can be displayed in a multitude of ways depending on how the user wishes to present. The possibilities are numerous, whether it is in a table format or graph or chart. Choosing the best style is up to the presenter. Dashboards can be fully customizable to suit the needs of each report and can be fixed as the home page when a user first logs in. Parameters at the top can help to narrow down the data that is being obtained. The reports can be formatted to be exported and used to make strategic decisions.

    OBIA Dashboards

    photo1Figure 1.

    Role Securities

    A user accesses their OBIA responsibility through a single sign-on within their Oracle Applications home page. It is possible to create customized responsibilities within EBS that link the analytics functionality to various operating units.

    My experience includes work on a project in which three levels of access were established:

    • A Base Role user would receive only the inquiry in the dashboard and access to the catalog of custom reports.
    • A Report Writing Role would receive the Author Analysis as well as the Base Role responsibility. This role allows the user to create new reports and save the report in the catalog for a Base Role to use.
    • The highest role is the Governance Role, which is an administrative level that provides access to a user of the previous two roles.

    Assigning roles to users was based on existing access to EBS data. There are cases where new access may be needed when a super user is elevated to the Author Analysis role.

    Picture2Figure 2.


     

    J.NurkowskiHead ShotJoshua Nurkowski is a graduate of Indiana University Kelley School of Business with a Bachelor of Science in Business majoring in Finance, Business Economics and Public Policy. He has more than five years’ experience in the Health Care Industry with expertise in Oracle iProcurement, Oracle Business Intelligence Analytics and Enterprise Data Warehouse.

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    A Message from OAUG (Geo-SIG Hosting)

    posted in Group Resources on 8th Apr, 2015

    News and Updates

     

    What Will You Learn in 2018?

    Now live: Educational sessions offered at COLLABORATE 18: Technology and Applications Forum for the Oracle Community, April 22-26, 2018, in Las Vegas! Browse the educational program.

     

    Support in Focus

    The new issue of Support in Focus is now available for OAUG members. Discover how to reduce EBS Security risks, explore top voted ERs, bookmark quick reference guides, work with Oracle Analyzers to identify and resolve issues, and more.

     

     OAUG Insider

    Get a glimpse into what's happening and what's new with the OAUG Insider, a weekly digest of popular and trending articles. The OAUG Insider brings you timely and relevant stories covering Oracle, business, technology, industries and more. Subscribe to receive weekly updates.


     

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  • Post is under moderation

    A Message from OAUG (Geo-SIG Hosting)

    posted in Group Resources on 8th Apr, 2015

    News and Updates

     

    What Will You Learn in 2018?

    Now live: Educational sessions offered at COLLABORATE 18: Technology and Applications Forum for the Oracle Community, April 22-26, 2018, in Las Vegas! Browse the educational program.

     

    Support in Focus

    The new issue of Support in Focus is now available for OAUG members. Discover how to reduce EBS Security risks, explore top voted ERs, bookmark quick reference guides, work with Oracle Analyzers to identify and resolve issues, and more.

     

     OAUG Insider

    Get a glimpse into what's happening and what's new with the OAUG Insider, a weekly digest of popular and trending articles. The OAUG Insider brings you timely and relevant stories covering Oracle, business, technology, industries and more. Subscribe to receive weekly updates.


     

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    Jim Grove updated an article Board of Directors.

    Board of Directors

    posted in About OAUG on 6th Mar, 2014

    The OAUG and its Board of Directors operate according to the requirements set forth in its bylaws.

    Thank you to everyone who voted in the elections for the 2018 Board of Directors. The OAUG is pleased to announce the

    2018 OAUG Board of Directors

    President

    ChristineHipp Web

    Christine Hipp
    Los Alamos National Laboratory

     

    Felecia Alston Green Headshot web

    Felecia Alston-Green
    DeKalb County Government

     

    KarenBrownfield Web

    Karen Brownfield
    Infosemantics, Inc

     

    Tamicka Camp Headshot web

    Tamicka Camp
    Southern Company Services

    BillDunham Web

    Bill Dunham
    OATC

    MohanDutt Web

    Mohan Dutt
    Equinix

    AndrewFarber Web

    Andrew Farber
    Consumer Reports

    KathleenFauerbach Web

    Kathleen Fauerbach
    City of Las Vegas

    JosephImbimbo Web

    Joseph Imbimbo
    PPG Industries

    AlyssaJohnson Web

    Alyssa Johnson
    Keste

    DouglasManning Web

    Douglas Manning
    Johns Hopkins University - Applied Physics Laboratory

    BethMcLaughlin Web

    Beth McLaughlin
    Dunkin Brands Inc

    DonnaRosentrater Web

    Donna Rosentrater
    PAREXEL

    Jason Watkins Headshot web

    Jason Watkins
    Hillsborough County Aviation Authority

       

      

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    Jim Grove updated an article Vision and Mission.

    Vision and Mission

    posted in About OAUG on 1st Apr, 2014

    Vision and MissionVision Image

    "Don't be afraid to fail. Be afraid not to try."
               ~ Michael Jordan

    Vision

    To be the trusted, go-to source for connecting and sharing members' experiences, while influencing Oracle and partner solutions worldwide.

    Mission

    The Oracle Applications Users Group (OAUG) is an independent, global, member-led organization that maximizes customers' investment in Oracle and Partner solutions.

    "Vision is the art of seeing what is invisible to others"
               ~ Jonathan Swift

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  • Post is under moderation
    Jim Grove updated an article Vision and Mission.

    Vision and Mission

    posted in About OAUG on 1st Apr, 2014

    Vision and MissionLeadership Icon

    "Don't be afraid to fail. Be afraid not to try."
               ~ Michael Jordan

    Vision

    To be the trusted, go-to source for connecting and sharing members' experiences, while influencing Oracle and partner solutions worldwide.

    Mission

    The Oracle Applications Users Group (OAUG) is an independent, global, member-led organization that maximizes customers' investment in Oracle and Partner solutions.

    "Vision is the art of seeing what is invisible to others"
               ~ Jonathan Swift

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  • Post is under moderation
    Jim Grove updated an article Vision and Mission.

    Vision and Mission

    posted in About OAUG on 1st Apr, 2014

    Vision and MissionLeadership Icon

    "Don't be afraid to fail. Be afraid not to try."
               ~ Michael Jordan

    Vision

    To be the trusted, go-to source for connecting and sharing members' experiences, while influencing Oracle and partner solutions worldwide.

    Mission

    The Oracle Applications Users Group (OAUG) is an independent, global, member-led organization that maximizes customers' investment in Oracle and Partner solutions.

    "Vision is the art of seeing what is invisible to others"
               ~ Jonathan Swift

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  • Post is under moderation
    Jim Grove updated an article Vision and Mission.

    Vision and Mission

    posted in About OAUG on 1st Apr, 2014

    Vision and MissionLeadership Icon

    "Don't be afraid to fail. Be afraid not to try."
               ~ Michael Jordan

    Vision

    To be the trusted, go-to source for connecting and sharing members' experiences, while influencing Oracle and partner solutions worldwide.

    Mission

    The Oracle Applications Users Group (OAUG) is an independent, global, member-led organization that maximizes customers' investment in Oracle and Partner solutions.

    "My mission in life is to not only survive, but to thrive, and to do so with some passion, some compassion, some humour, and some style."
               ~ Maya Angelou

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  • Post is under moderation
    Jim Grove updated an article Vision and Mission.

    Vision and Mission

    posted in About OAUG on 1st Apr, 2014

    Vision and MissionLeadership Icon

    "BE the change you wish to see in the world."
               ~ Mahatima Gandhi

    Vision

    To be the trusted, go-to source for connecting and sharing members' experiences, while influencing Oracle and partner solutions worldwide.

    Mission

    The Oracle Applications Users Group (OAUG) is an independent, global, member-led organization that maximizes customers' investment in Oracle and Partner solutions.

    "If your actions inspire others to dream more, learn more, do
    more and become more, YOU ARE A LEADER."
               ~ John Quincy Adams

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    A Message from OAUG (Geo-SIG Hosting)

    posted in Group Resources on 8th Apr, 2015

    News and Updates

     

    Nominate OutstandingOAUG Members and Innovators

    You are invited to nominate this year’s top contributors and pioneers for the annual OAUG Member of the Year and Innovator of the Year awards. Submit your nomination online today.

     

    Support in Focus

    The new issue of Support in Focus is now available for OAUG members. Discover how to reduce EBS Security risks, explore top voted ERs, bookmark quick reference guides, work with Oracle Analyzers to identify and resolve issues, and more.

     

     OAUG Insider

    Get a glimpse into what's happening and what's new with the OAUG Insider, a weekly digest of popular and trending articles. The OAUG Insider brings you timely and relevant stories covering Oracle, business, technology, industries and more. Subscribe to receive weekly updates.


     

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