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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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    Samantha Auguin created a new article Risk Week 2018.

    Risk Week 2018

    posted in Uncategorised on 15th Jan, 2018

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    Ambassador Education

    posted in Ambassador Resource Page on 11th Jan, 2018
    14 June 2017
    Cliff Godwin, Oracle SVP EBS Product Development, has just released a new support timeline that announces Oracle's commitment to release subsequent versions to the EBS 12.2 with premier support ...
    22 March 2017
    Firefox's recent stable release channel version 52.0 update ends NPAPI plugin support for Java, Microsoft Silverlight and Adobe Acrobat (Adobe Flash is not affected, ho...
    11 September 2017
    In previous communications, the OAUG shared with you recent announcements about updates to the Oracle E-Business Suite (EBS) Roadmap.The breaking news we received from Oracle la...
    18 January 2017
    Do you have difficulty managing and tracking your SRs across multiple Customer Support Identifiers (CSI)? Support Identifier Groups allow customers to manage their interactions with Oracle Support in ...
    12 May 2017
    Recently, an OAUG member submitted a question about establishing a security model to accommodate multiple user hierarchies across two Essbase platforms. I was honored t...
    Tuesday, February 13
    OAUG OTM SIG Presents: OTM Visibility: Beyond the Basics

    Users of OTM have long recognized the potential for building broad visibility solutions that extend beyond the bounds of pick-up and delivery notification. Today, with enhancements to OTM UI structures and the introduction of advanced tracking technologies, OTM users are now able to achieve greater levels of supply chain visibility with more timely information, increased accuracy, and less effort. In this session, Inspirage will demonstrate examples of these capabilities and discuss key More...

    Friday, February 16
    OVOAUG Call for Papers Meeting

    We are excited to announce our Winter 2018 meeting will be February 16 at the Holiday Inn - East in Louisville, KY. We will offer 3 tracks:
    Oracle EBS
    Hyperion
    Vendor Spotlight
    All presentations in the EBS or Hyperion track shall be case studies or similar, and we will attempt to have one panel in each track. Presentations in these tracks will be eligible for the speaker gift card incentive. New for 2018, we have eliminated Vendor Break Sponsors and are introducing the Vendor Spotlight track. This will be a chance for Vendors to showcase their product more fully than the break time allows for a fee. Updated fee structure for all vendor options can be found here.

    Friday, February 23
    SROAUG Conference and Training Day

    **Happy Holidays from the SROAUG**

    The next SROAUG Conference will be held Friday, February 23, 2018 with dedicated concurrent tracks focusing on relevant Oracle Cloud, E-Business Suite & Hyperion topics. Co-produced and presented with Oracle Corporation.

    Please SAVE THE DATE. Kindly forward this call for papers & early invitation to your friends and colleagues. You may also register now! WiFi will be provided to all participants & as always there will be exciting drawings and door prizes. Don't miss this opportunity to present on topics important to the Oracle Applications & Hyperion User Community. Submitted abstracts should be detailed in nature and enhance the applications knowledge of the Users. Vendor booths and speaker slots still available. Submitted abstracts should fit in the following tracks:

    Oracle EBS r12 / Cloud Functional Topics
    Oracle EBS r12 / Cloud Technical Topics
    Hyperion Functional Topics
    Hyperion Technical Topics

    Friday, March 9
    NCOAUG 2018 Training Day

    The NCOAUG 2018 Training Day is getting a makeover!  A streamlined agenda, exciting new speakers and features such as online agenda building will be rolled out during the next few months.  Don't miss the opportunity to get involved in this great event. More...

     

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  • Post is under moderation

    Ambassador Education

    posted in Ambassador Resource Page on 11th Jan, 2018
    14 June 2017
    Cliff Godwin, Oracle SVP EBS Product Development, has just released a new support timeline that announces Oracle's commitment to release subsequent versions to the EBS 12.2 with premier support ...
    22 March 2017
    Firefox's recent stable release channel version 52.0 update ends NPAPI plugin support for Java, Microsoft Silverlight and Adobe Acrobat (Adobe Flash is not affected, ho...
    11 September 2017
    In previous communications, the OAUG shared with you recent announcements about updates to the Oracle E-Business Suite (EBS) Roadmap.The breaking news we received from Oracle la...
    18 January 2017
    Do you have difficulty managing and tracking your SRs across multiple Customer Support Identifiers (CSI)? Support Identifier Groups allow customers to manage their interactions with Oracle Support in ...
    12 May 2017
    Recently, an OAUG member submitted a question about establishing a security model to accommodate multiple user hierarchies across two Essbase platforms. I was honored t...
    Tuesday, February 13
    OAUG OTM SIG Presents: OTM Visibility: Beyond the Basics

    Users of OTM have long recognized the potential for building broad visibility solutions that extend beyond the bounds of pick-up and delivery notification. Today, with enhancements to OTM UI structures and the introduction of advanced tracking technologies, OTM users are now able to achieve greater levels of supply chain visibility with more timely information, increased accuracy, and less effort. In this session, Inspirage will demonstrate examples of these capabilities and discuss key More...

    Friday, February 16
    OVOAUG Call for Papers Meeting

    We are excited to announce our Winter 2018 meeting will be February 16 at the Holiday Inn - East in Louisville, KY. We will offer 3 tracks:
    Oracle EBS
    Hyperion
    Vendor Spotlight
    All presentations in the EBS or Hyperion track shall be case studies or similar, and we will attempt to have one panel in each track. Presentations in these tracks will be eligible for the speaker gift card incentive. New for 2018, we have eliminated Vendor Break Sponsors and are introducing the Vendor Spotlight track. This will be a chance for Vendors to showcase their product more fully than the break time allows for a fee. Updated fee structure for all vendor options can be found here.

    Friday, February 23
    SROAUG Conference and Training Day

    **Happy Holidays from the SROAUG**

    The next SROAUG Conference will be held Friday, February 23, 2018 with dedicated concurrent tracks focusing on relevant Oracle Cloud, E-Business Suite & Hyperion topics. Co-produced and presented with Oracle Corporation.

    Please SAVE THE DATE. Kindly forward this call for papers & early invitation to your friends and colleagues. You may also register now! WiFi will be provided to all participants & as always there will be exciting drawings and door prizes. Don't miss this opportunity to present on topics important to the Oracle Applications & Hyperion User Community. Submitted abstracts should be detailed in nature and enhance the applications knowledge of the Users. Vendor booths and speaker slots still available. Submitted abstracts should fit in the following tracks:

    Oracle EBS r12 / Cloud Functional Topics
    Oracle EBS r12 / Cloud Technical Topics
    Hyperion Functional Topics
    Hyperion Technical Topics

    Friday, March 9
    NCOAUG 2018 Training Day

    The NCOAUG 2018 Training Day is getting a makeover!  A streamlined agenda, exciting new speakers and features such as online agenda building will be rolled out during the next few months.  Don't miss the opportunity to get involved in this great event. More...

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