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White Paper Presentations

• Application Integration
• Business Intelligence/Corporate Performance Management
• Customer Relationship Management
• Enhancements
• Financials (CPE credit available)
• Human Resources (CPE credit available)
• Manageability
• Manufacturing, Distribution
• Oracle Fusion
• PeopleSoft Enterprise
• Professional Development
• Projects
• Public Sector/Education/Government
• Star Partner
• Technical and System Administration
• Transportation

Application Integration

• Transform Your Standard Reports — GO the XML Way!

  Neida E. Castaneda, Josephine Abel, City of West Palm Beach

  The City of West Palm Beach uses XML Publisher as Oracle’s integrated solution for its reporting needs, eliminating third-party software at no additional costs. So can you! We utilize Microsoft Word to design templates and Oracle Apps to integrate and print documents viz., W2s, 1099s, payroll checks and other standard reports. Attendees will learn how to transform boring reports into dazzling outputs. This presentation includes a brief introduction to XML and how you, too, can benefit from this technology to address your document needs. We share how to create free form and table layouts using the template builder and other formatting tips.

• The Miracle of Complex Integration with Third-Party Systems Using BPEL: A Case Study of Outsourced Logistics Integration

  Brandon Behrstock, Overture Services, Inc.
  Basheer Khan, Innowave Technology

  This presentation will discuss how a leading Mobile Virtual Network Operator (MVNO) automated over 50 business processes between Oracle ERP, a homegrown CRM application and its new Logistics Outsourcing partner by implementing Oracle BPEL Process Manager. It will describe how, using a Service-Oriented Architecture (SOA) approach, all of the processes were integrated and deployed in just four months!

• Portal and Discoverer for Sharing 11i OM and Shipping Data With Customers

  Eric Guether, Shelley Li, Opnext, Inc.

  Learn how Opnext leveraged its investment in Discoverer to provide customers with an Oracle Portal showing open order and actual shipment data from EBS 11i. View a demo of the Discoverer Portlets, including shipment tracking links to carrier websites, and a brief description of the architecture.

• How to Integrate Oracle E-Business Suite, PeopleSoft, JD Edwards and Siebel Using Fusion Middleware

  Lawrence Pravin, Sierra Atlantic

  In this session, you will obtain practical tips and techniques for effectively integrating these applications with each other into whole business processes, and learn how Oracle Fusion Middleware fits into the equation as the latest Oracle integration platform.

• The Global Single Instance: Leveraging Oracle Apps and Linux in a Cluster Environment to Meet the Demands of a Growing Business

  Steve Romeo, ORTHOFIX, Inc.

  In this presentation, we will review the real-world application of a single global instance in a life science company that has been deployed in multiple countries. We will also address how leverage points for global consolidation are used in both business processes and technology.

• Implementing Discoverer 10g with Oracle Applications

  Nick Roppolo, Core Ops, Inc.

  This presentation discusses the merits of implementing Oracle Discoverer 10g, the newest version of Oracle Discoverer. This presentation will also address where Oracle Discoverer 10g implementation fits in your timeline.

• Dude! You are Getting Paid — Integrating Expenses and Payables in 11i

  Lakshmi Sampath, SiteStuff, Inc.

  In the days of the modern era, it’s as important to get paid as it is for ensuring the smooth running of the processes behind it. The paper seeks to define this premise by providing the Oracle Projects (PA) and Oracle Payables (AP) folks a thorough and in-depth understanding of the various processes involved while integrating project related employee expenses to payables. The paper will sight in its cross hairs the interface processes with all the details and will pick up extra ammunition in the form of background processing and details of flow of data during the various processes. In addition the roadblocks that will be encountered will also be discussed along with a Houdini-like depiction of the tips and tricks that will be needed for the successful integration of expenses and payables.

• DataLoad — Data Entry/Loading Into Any ERP Applications Made Easy and Simple!

  Srinivas Talagadadeevi, Michael J. Goings, Black & Veatch

  This presentation covers basic features of the DataLoad tool to provide an overview of its usage and utility for day-to-day bulky data entry tasks or for large migration projects in ERP. The presentation includes an online demo with examples drawn from Oracle GL and FA modules at Black & Veatch Corp.

Business Intelligence / Corporate Performance Management

• How to Handle the “Reporting Blues” — A Customer Case Study in Data Access

  David Akina, Trinity Industries, Inc.

  This case-study will highlight challenges faced in the Discoverer pilot implementation at Trinity Industries, Inc., address “reporting fatigue” and how to breathe new life into existing reporting routines. With a team unfamiliar with report development, limited IT resources and major time constraints, Trinity was able to overcome obstacles to provide their widely dispersed users with quick, easy access to their critical financial information.

• Migrating from Oracle Financial Analyzer to Enterprise Planning and Budgeting

  Okey Bess, ThoughtDigital

  Not much is known about the Financial Analyzer (OFA) replacement product, Enterprise Planning and Budgeting (EPB). Even less is known about migrating from OFA to EPB. This presentation discusses the process and lessons learned from a test migration on a demo OFA configuration to EPB version 2.

• Oracle Applications Reporting — How Can I Get What I Need?

  Mary Biffar, The IRUS Group, Inc.

  Most organizations find their reporting solution does not provide the level or degree of information they want after their Oracle Apps implementation. We will discuss the causes and results, alternative strategies for solutions, approach methodologies, and how to avoid these reporting frustrations.

• Emerson Process Management — Creative Insight for Complex Reporting Requirements

  Brenda Gallegos, Emerson Process Management

  Emerson Process Management, a global supplier of process-automation products, has undertaken the daunting task of moving all of their divisions to a single global instance of Oracle 11i. This case study will present the challenges and insights Emerson Process encountered in its efforts to meet the reporting requirements of a complex, conglomerate organization.

Customer Relationship Management

• TCA Logic to CRM Magic

  Bhanu Chepur, Hitachi Consulting
  Lakshmi Sampath, SiteStuff, Inc.

  This presentation will provide a comprehensive understanding of the TCA architecture in 11i and its impact on the CRM modules of Tele Service, Oracle Customers Online, Data Librarian, Data Quality Management, Order Management and Accounts Receivables. In addition, we will discuss what to expect during the data migration during Receivables upgrade and the data conversion during a CRM 11.5.10 implementation.

• Service Contracts Integration with Quoting/OM — Benefits and Challenges

  Kristen Cornila, Kronos Incorporated

  Integration of orders from Quoting to Service Contracts enables a unified selling strategy, but presents unique challenges with regard to data quality and, specifically, contract renewals. This presentation will focus on strategies for overcoming those challenges.

• A Winning Deal: Using Oracle Advanced Pricing for Oracle Service Contracts

  Mohan Dutt, Vinod Garg, Hyperion Solutions Corporation

  Oracle Advanced Pricing provides flexibility for developing a complex pricing mechanism with initial orders and contract renewals. Real-life scenarios for the order to renewal business flow provide insights for setup and use of Advanced Pricing with Oracle Service Contracts for a winning deal.

• Utilizing Oracle’s Customer Data Hub

  Tarek Fadel, Fadel Partners

  This presentation is based upon business problems at the Harvard Business School of Publishing. They had customer information in many disparate systems, which led to incorrect and duplicate customer information. Fadel Partners, utilizing Oracle’s Customer Data Hub software, resolved this critical business issue.

• Revenue Recognition and Costing in Oracle Service Modules

  Preetish Prakash, HCL America, Inc.

  This presentation will discuss the two main sources of revenue from Oracle Service Modules, namely Oracle Contracts and Oracle Service, and the allocation of costs generated from the service modules. Integration of the Contracts module and Service modules with Financial modules and the difference between them will also be discussed.

• Improving Customer Service Efficiency with Oracle Mobile Field Service

  David Rudzinsky, Kevin Brownlie, Hologic, Inc.

  Find out how Hologic, Inc., closed the information gap between its service organization and field service engineers by implementing Oracle Mobile Field Service Laptop. Learn all about the features and benefits of this exciting tool while learning how to implement this module successfully.

• Three Clicks and You Are Out

  Lakshmi Sampath, SiteStuff, Inc.

  You click to enter, click to select and click to buy. That is how simple life becomes for customers with Web sites using iStore 11i. This presentation will provide an all encompassing study on the implementation of iStore and the integration of iStore with Order Management and Advanced Pricing. The session will provide information on what to expect during an iStore implementation and facts regarding the technical architecture, data conversion and customization methodologies used. Furthermore, it expands on the new functionalities in iStore 11.5.10.

• Streamlining Purchasing Business Processes with Procurement Contracts

  Sudhakar Sivakumar, Rahul Shah, HCL Technologies (IL), Inc.

  Establishing tight control over the procurement process is going to deliver significant ROI. This presentation will discuss the role Oracle Procurement Contracts can play in streamlining the purchasing of business processes to effectively manage supplier relationships and deliver significant savings.

Enhancements

• The OAUG Enhancements Request System: Positioning for Fusion

  Jeff Rausch, OAUG

  Since the OAUG’s successful pilot of the OAUG Enhancements Request System (ERS) early last year, Oracle’s acquisition of PeopleSoft, Retek, iFlex, Siebel, and other companies temporarily changed the landscape and strategy behind the ERS. Oracle has informed the OAUG that they are eager to receive feedback from the user community regarding key features that users would like to see in the Fusion applications. Therefore, the OAUG ERS has been adjusted to be able to accept feature set requests for Fusion, as well as broadened to support some of the other products Oracle recently acquired. This presentation will focus on the benefits of using the OAUG ERS to identify desired feature sets for Fusion, as well as enhancements for the expanded list of supported applications.

Financials

• XML Publisher Live! — With All the Bells and Whistles

  Sridhar Bogelli, Apps Associates
  Drew Farris, Iron Age Corporation

  Course Level: Intermediate

  We would like to share our experiences implementing Oracle XML Publisher successfully at Iron Age (retail business) for the customer facing documents like invoices, pick slips, pack slips, AP checks and purchase orders. Like any other new software product, we have gone through a lot of challenges to make this work. There were issues at patching, right version of client plug-ins, Barcoding, MICR character alignment, pagination for invoices and finally just understanding the kinks of the tool. With a few caveats, we can finally say that the business users can now design their own customer facing documents.

• Controlling the Chaos — Automating the Period End Close Process

  Paul Brunskow, LogicalApps

  Course Level: Basic

  The period end close process involves numerous manual and programmatic activities across multiple business units, countries and organizations. Despite attempts to organize close schedules through strategic roadmaps or period end scripts, we can’t seem to close fast enough or improve on accuracy.

• Batch Invoice Uploads Into Oracle Payables Using Excel

  Kevin Ellis, Humana, Inc.

  Course Level: Basic

  Build a batch invoice upload process that can be executed by multiple users at the same time using Excel and a concurrent program. Bring together the functional skills of your business and the technical skills of your developers to deploy your own invoice upload system for Oracle AP.

• Enterprise Planning and Budgeting — A Case Study Success Story

  David Fuston, The IRUS Group, Inc.

  Course Level: Basic

  We will discuss about our experiences as early adopters, where the successes occurred in version 1 and 2 (ZPB.A and ZPB.B). We will discuss what the technical challenges were and what still remains. We will identify the patches and strategies critical to our success using 20/20 hindsight.

• Streamlined Collections with iPayments

  Carolyn Gutierrez, Implant Innovations, Inc.
  Kaushal Mehta, Patni Computer Systems

  Course Level: Intermediate

  3i offers one of implant dentistry’s most comprehensive lines of implants and abutments. Oracle iPayment implementation soothed all worries at 3i towards processing hundreds of credit card transactions done daily. It provided immense scalability to operations taking care of future business growth.

• Active Monitoring of Segregation of Duties — Not Optional

  Jeffrey Hare, CPA, ERP Seminars

  Course Level: Intermediate

  Implementing proper Segregation of Duties (SOD) in an Oracle Applications environment has challenges. Active monitoring for SOD violations is important to maintain good controls because of various risks relating to developing and maintaining SOD.

• Super User Access Best Practices in an Oracle Applications Environment

  Mohan Iyer, FSCP Solutions
  Jeffrey Hare, CPA, ERP Seminars

  Course Level: Intermediate

  Sarbanes-Oxley is resulting in increased scrutiny on the access companies have given users to the applications and the database. This scrutiny is causing many companies to redefine the role of the Super User (business analyst) to restrict access in both production and non-production environments.

• Enterprise Asset Management for the E-Business Suite

  Doug Liljegren, Derly Roberts, Data Systems International

  Course Level: Basic

  Asset tracking can improve your company’s profitability. Attend this session to learn how one E-Business Suite client established a chain of custody for assets from acquisition to disposal and audited asset count, location and owner. Learn how RFID technology can be used to track assets.

• Secrets of the Account Generator

  Tim Sharpe, Solution Beacon, LLC
  Karen Brownfield, Solution Beacon, LLC

  Course Level: Basic

  Account Generators are workflows with very special rules. But did you know there is a way to send a notification when one fails, and that there are a host of “hidden” attributes that you can use in custom code? Attend this presentation and learn the basics of account generators, as well as some of the hidden treasures.

• Understanding, Controlling and Reconciling the Purchasing Accrual Account

  Tim Sorrells, AISIN USA
  Don Driggs, Solution Beacon, LLC

  Course Level: Basic

  The purchasing accrual account should be the measure of your liability for uninvoiced receipts. This case study illustrates one company’s dos and don’ts and how they gained control of the activity in that account. What are the controls, procedures and reports you should use to make sure this account doesn’t get out of hand?

• Publish Your Monthly Operating Reports Online

  Sharon Turnbull, Lynne Green, City of West Palm Beach

  Course Level: Basic

  At the City of West Palm Beach, we distributed reports the old fashioned way — run, print, sort and distribute. In this day and age, there had to be a better way! Oracle Report Manager was our solution. The Report Manager stores reports online and grants users access via an Oracle responsibility to save them for future reference in PDF and Excel formats. This presentation explores in detail the different types of reports, security setup, publishing of reports and repository management.

• Going Global: Implement Oracle Financials for Your Foreign Subsidiary Fast!

  Judy Vales, O2Works

  Course Level: Intermediate

  Need to implement Oracle for your foreign subsidiary? This session will provide the tools to get you started and provide you with what you need to know to make your project successful. The presentation will identify critical success factors and decision points for all international implementations.

• AR Users: Everything You Needed to Know About OM But Were Afraid to Ask

  Judy Vales, O2Works

  Course Level: Intermediate

  Receivables users can improve their working knowledge of AR if they learn about Order Management setups and processes that impact Receivables. In this session you will learn about cross-module setups and functionality including credit checking, transaction types, invoicing, accounting and more.

• AP Redesign Invoice Approval Through Workflow

  Jennifer Wilkerson, Susie McBride, Arctic Slope Regional Corporation

  Course Level: Basic

  This presentation will demonstrate how we have automated our invoice processing and approvals. We will show you how we have automated routing the invoices to the approving managers using Adobe Acrobat and Oracle Workflow standard functionalities.

Human Resources

• Procurement to Capitalzation without Heartburn

  Abhishek Chandan, ThoughtDigital LLC

  Comcast manages three billion of capital expenditure using standard Oracle processes. This paper describes various setups to facilitate smooth, automated, and error free flow of transactions from requisitions to assets with minimal customization while complying with complex SOX and other business rules.

• From Complex to Simple — How Oracle Web ADI Made Our Jobs Easier and More Rewarding

  Sylvia Gregory, Patricia Brosamer, City of West Palm Beach

  Course Level: Basic

  With multiple unions and different pay rules, making massive pay changes in one’s organization can be a daunting task — we know! This complex process was simplified using Web ADI for HR. The presentation will cover key concepts and terminology to give an overview of how the City of West Palm Beach used Web ADI. We will explain how integrators and layouts play a role in manipulating data and how predefined HR integrators can be used to download and upload data using familiar desktop applications like MS Excel. We will also cover the different profiles and setups required to implement Web ADI for HR.

• Biometric Time Clock — Yes, the Interface to Oracle is Easy!

  Carolyn Hayden-Gardner, Dallas Independent School District

  Course Level: Intermediate

  The Biometric Time Clock (BTC) is a device used to capture attendance for employees. This session will show how the BTC serves as a tool in conjunction with Oracle SSHR to display PTO, capture attendance, reset Oracle passwords and capture supplemental earnings all at the press of a button!

• Implementing a 100-Percent Electronic Payroll Using a Payroll Card

  Carolyn Hayden-Garner, Dallas Independent School District

  Course Level: Advanced

  Electronic payroll processing is becoming widespread. Employers are utilizing avenues to pay employees that will be more beneficial to the employee and reduce the risk of fraudulent activity involving check duplication. This session will outline a 90-day implementation for 4,000 employees using the Payroll card.

• Talent Management: Moving From Paper-Based to Online Processes to Encourage Collaboration Opportunities

  Caroline Minor, Xcelicor, Inc.

  Course Level: Basic

  Traditionally, the area of talent management (performance reviews, 360 reviews, competency management) has been a paper-based process with very little or no system/online areas. This is slowly changing with more companies implementing Oracle or Peoplesoft Talent Management applications. The methods by which these applications can support the relevant Talent Management processes though a variety of online tools will be discussed.

• How to Take HRMS Process Management to the Next Level with Workflow Business Event System

  Sarala Rajeshuni, Aram Yagubian, Krishna Kunamaneni, Jet Propulsion Laboratory

  Course Level: Basic

  Oracle Workflow with the Business Event System offers a complete process management solution for enterprises to manage business processes cost-effectively. Using Workflow event messaging, event subscriptions, AQ Servlet and advanced queuing technologies, this case study will demonstrate the step-by-step design and implementation of system solutions in order to integrate two dissimilar systems and establish communication remotely. The presentation walks you through the process of propagating organization name changes in other applications that originated from the HRMS module without changing applications code. The solution can be applied to your particular business cases for streamlining or modifying business processes across Oracle and non-Oracle applications.

• Auditing Payroll — Lose the Paper Trail

  Daniel Stober, Intermountain Healthcare
  James Mair

  Course Level: Basic

  How Intermountain Healthcare used Oracle HRMS Self-Service and Oracle Workflow to build an automated, online payroll approval process.

• Effective Implementation of Employee Self Service

  Charles Williams, eVerge Group
  Cathy Shallal, Oakland County

  Course Level: Basic

  In this presentation, the audience will learn how Oakland County, Michigan, and eVerge Group effectively implemented and rolled out employee self service in a geographically distributed environment using unique approaches to end user change management and training, before and after metrics and descriptions of how the various PeopleSoft modules are being used today across the county.

Manageability

• Balancing Risk and Reward: CMG’s Upgrade/Improvement Path for Oracle Applications

  Michelle Collins, CMG

  Presentation will discuss CMG’s migration from a highly customized Oracle Applications 10.7 environment to Oracle Applications 11i, as well as integrating a complex data warehouse using third party products, and to top if off getting compliant with Sarbanes-Oxley!

• A Question of Access: 11i10 Oracle User Management

  Mohan Dutt, Hyperion Solutions Corporation
  Kanwarjeet Batra, Independent Consultant

  Oracle User Management enables organizations to define administrative functions and manage users based on criteria like job role or geographic location. Key Role Based Access Control model features include delegated administration, registration processes, self-service requests and approvals.

• Data Security is Less Expensive Than Your Next Liability Lawsuit

  Dinu Joshi, Solix Technologies, Inc.

  Recent security breach from stolen Citibank backup tapes has lead to immense loss owing to data compromises. Identity theft, privacy control and regulatory compliance are driving the need to implement an effective data security policy. This presentation will focus on data security for Oracle Applications.

• End-User Training Methodology at Berlin Packaging

  Paul Mansour, Steve Canter, Berlin Packaging

  Berlin Packaging has over 20 locations around the United States. Providing high-quality training to all users has been a challenge. Learn how Berlin Packaging has migrated from primarily training classroom style to 100-percent distance learning utilizing tools such as WebEx and the User Productivity Kit.

• Testing Strategy for Oracle Implementation at GE Commercial Finance

  Sangeeta Sameer, General Electric Company

  This presentation provides insight into the testing strategy used by GE Commercial Finance for its Oracle implementation. The various phases of testing are discussed, along with the purpose of each phase. The change control and issue management processes used during testing are also addressed.

Manufacturing, Distribution

• Conquer the Configurator Easily!

  Deepak Bharti, Samir Banerjee, Intelligroup

  Oracle Configurator is an add-on module to CRM and the ERP system. It is an essential tool that collects and maps the detailed requirements from the customer into product or service. In this paper, we will review how to make this product more functional by a custom extension.

• A Primer on Scheduling in Order Management

  Bob Brown, DARC Corporation

  Order Management’s scheduling capabilities have been greatly enhanced with versions 11.5.9 and 11.5.10. This presentation will provide an overview of the capabilities in 11.5.9 and 11.5.10, differentiate the available scheduling and identify other module dependencies for advanced scheduling.

• Warehouse Management System Implementation Best Practices

  Jaidev Desai, Wipro Technologies

  This presentation will discuss the features of the Oracle E-Business Suite leveraged while implementing a Warehouse Management System, leading to better visibility of inventory in dollar and quantity terms. An understanding of the nuances in implementing a bar-code-based inventory transactional system in manufacturing and distribution environments.

• Using 11i10 Oracle’s Manufacturing Execution Workbench and Quality Integration with a Sneak Preview of Release 12 Functionality

  Lawrence Gray, DARC Corporation

  The largest benefits of using manufacturing execution systems comes from capitalizing upon the visibility they can provide into manufacturing performance without compromising on the shop floor execution needs. As CIOs look toward standardizing manufacturing execution systems across plants around the world for shop floor visibility and competitive advantages, many still struggle with the disconnect between their shop floor and business systems. This presentation will highlight the advantages of using the built-in tight integration of Oracle Quality with Oracle Work in Process. Oracle Quality’s tight integration with Oracle Work In Process allows for mandatory quality results entry at the time of entry into the execution system and enforcement of actions based on the results of the quality data. Join us in this session to understand Oracle’s approach, highlighting the benefits that can be realized by manufacturers through the use of Oracle Discrete Manufacturing for all their shop floor execution and MES needs, including lower total cost of ownership. One added highlight of this presentation will be that a preview of the new functionality in the Discrete Workstation in for Release 12.

• Flow Manufacturing in a Discrete Environment

  Chris Johnson, Lucidity Consulting Group LP

  Many companies would like to realize the benefits of flow manufacturing, but fear losing actual cost measurements. With a new approach developed by Lucidity Consulting and American Leather, it is now possible to realize the benefits of flow manufacturing using Oracle Discrete Manufacturing modules.

• Implementing the Oracle Electronic Records/Electronic Signatures Solution

  James Kerr, Mi-Services Group

  Oracle, supported by Mi-Services, have developed a compliant Electronic Records/Electronic Signatures (ERES) solution that allows regulated manufacturers to ensure compliance with necessary regulations such as 21 CFR Part 11. This ERES solution sets the benchmark in the industry. In addition, this ERES solution was selected as the 2005 Industry Solution of the Year by Oracle Corporation.

• Streamlining Item Maintenance in Oracle Inventory

  Guy Mayberry, Alliance Coal, LLC

  ARLP uses Oracle Inventory to manage spare parts for underground production equipment. Learn how ARLP leveraged the open interfaces in Oracle Inventory to significantly simplify and streamline item maintenance and reduce inventory system errors and user frustration.

• Internal Drop-Shipping: Multi-Org Inter-Company Invoicing in Release 11.5.10

  David McCurry, McCurry & Company, Inc.

  This presentation demonstrates how Multi-Org Inter-Company Invoicing functionality can automate inter-company accounting and streamline the total order fulfillment process where goods are sold in one operating unit, but physically shipped from another in a large manufacturing/distribution enterprise.

• Picking Made Easy — Rules-Based Guided Picking Without Customizations

  Bill Powell, Doskocil Manufacturing

  Doskocil needed a picking and shipping solution to optimize warehouse efficiency and meet customer order compliance requirements. The manufacturer implemented a rules-based Guided Picking solution pre-integrated with Oracle Inventory/Order Management, avoiding customization and a WMS implementation.

• “Cow-to-Cash” Integration in Dairy Using Oracle Process Manufacturing (OPM)

  Namrata Somani, Tata Consultancy Services

  The dairy industry is becoming complex with the rise in demand for new products, new markets and efficient production facilities. Hence, the industry is being increasingly shaped by twin strands of localization and globalization. This presentation illustrates an enterprise-wide solution for the dairy industry using OPM.

Oracle Fusion

• Integrated Corporate Provisioning and Directory Services

  Michael Rulf, USi

  This presentation discusses how USi uses the Oracle BPEL and Identity Management products as a unified provisioning and authentication platform. The presentation will include case studies on integrating such products as Active Directory, Oracle 11i, PeopleSoft and internally developed applications.

PeopleSoft Enterprise

• Row Level Security for PeopleSoft Enterprise at Berlin Packaging

  Steve Canter, Berlin Packaging

  PeopleSoft Enterprise offers Row Level Security to limit access based on criteria such as Business Unit, Ledger and Project. This presentation will provide a case study of Berlin Packaging’s implementation of Business Unit security. Berlin has also extended the security model to include Customer and Support Team Code.

• Capacity-Based Planning

  Wei Cui, Oracle Corporation

  The Enterprise Supply Planning is designed to create a material, as well as a capacity constrained Plan. In manufacturing situations where capacity usage is crucial for successful business execution, not having a capacity constrained Plan leaves much to be desired. In this session we will explore the capabilities of Supply Planning to model capacity and the usage of Feasible Solver to create a Capacity-Based Plan.

• Top Tuning Tips for PeopleSoft Enterprise Tier by Tier

  Eric De Armas, Darden Restaurants

  What is the best way to keep your PeopleSoft Enterprise applications running at their peak performance? Come to this technical presentation to learn about top performance tuning tips in PeopleSoft Enterprise 8.4x with Oracle Database, PeopleSoft Application Server and Weblogic Web Server. This presentation provides comprehensive details of setting up an Oracle database, Web server and application server tuning tips for best performance. Discuss detail changes to performance tune your PeopleSoft Enterprise 8.4x environment. Discuss standard considerations for problem determination and performance tuning. No high-level tuning, just the detail tuning facts.

• Focusing Your Oracle Database Tuning Efforts for PeopleSoft Applications

  Robert Durrett, US Foodservice

  This talk explains a very helpful way of focusing your Oracle database tuning efforts for Peoplesoft applications. It shows how to look at a profile of the time spent by the process experiencing bad performance and determine where to look for a solution. Scripts with examples are included.

• Efficient and Successful IT Governance/Change Management

  Oded Haner, Monster Cable

  Hear how one Enterprise customer, Monster Cable, has reformed their IT department to be more efficient and effective by implementing IT Governance/Change management. The direct result was a reduced PSFT support effort by 50-70 percent and has increased awareness, helped gather information of ROI/payback periods and, most importantly, created a better partnership of IT with the rest of the business.

• PeopleSoft Procurement Contracts

  Alexa Haytcher, Oracle Corporation

  Procurement Contract functionality has been significantly enhanced since Release 8.0. Procurement Contracts can be used for goods and services, repetitive payments and Blanket orders. Contracts can ensure that orders are automatically sent to preferred vendor and any negotiated discounts are used consistently, resulting in real cost savings. This session will provide you with an overview of the Procurement Contract functionality, including how to set up and use Blanket contracts, tracking items and amounts ordered on contract, and best practices.

• Pegging Inventory in PeopleSoft 8.9

  Char Jorgenson, Oracle Corporation

  There are two areas in supply chain that are critically important to run your business: pegging supply to demand; and purchasing operations. Come see, in detail, how PeopleSoft 8.9 can and will handle these indispensable business processes.

• Cisco Call Center and IP Phone System Implementation and Integration with Order Management at Larson Manufacturing

  Robert A. Kiecksee, Larson Manufacturing

  In 2005, Larson Manufacturing installed a Cisco IP phone system and Cisco Call Center that links to Larson’s Order Management system. This presentation will focus on how Larson cost justified replacing its legacy PBX phone system, call center package, and voice mail with a new Cisco system and the implementation effort. Larson uses Oracle’s database and PeopleSoft Supply Chain applications.

• Enterprise Supply Chain Planning Interactive User Interface/Material and Buyer Workbenches

  Ed Nowak, Oracle Corporation

  Supply Planning is often performed in a “lights out” mode in many production environments. Although this automated mechanism provides repeatability and robustness in the process, often the plan needs to be modified to suit current business conditions. In this session, the interactive nature of Supply Planning will be explained. The intuitive user interface will be used to demonstrate how root causes of exceptions and “problems” can be examined. The interactive nature of the planning process will be explored through use of the Material, Capacity and Buyer Workbenches.

• Integrated PeopleSoft Product View

  Melanie Piscia, Cognex

  As PeopleSoft users know, the navigation through the inventory item, product and product kit can be confusing to someone who uses PeopleSoft occasionally. At Cognex, we have taken the complexity out of retrieving this data and made it easy for our casual users to access product and item information. In one window, our users can drill from the product kit down through the products to the lowest level in the Bill of Materials. They can see the “where used” for products, as well as inventory items…and much more.

• What Now? Strategy Planning for PeopleSoft Application Customers

  Michael Poe, SkyBridge Global

  As Fusion comes into view, PeopleSoft users have some challenging decisions to make concerning the direction of their Enterprise Resource Planning operations. This presentation is intended to shed light on the short-term and long-term consequences to PeopleSoft customers and also speak to the approach that companies might take to get the most value from investments made in technology and processes with regard to business systems.

Professional Development

• Managing Your Career — If You Don’t Do It, Someone Else Will!

  Ron Batra, National Instruments

  Career management for IT professionals is a challenge, and current trends in globalization makes it even harder. This paper discusses career management strategies for IT professionals in different stages of their career and helps maps competencies and gaps to continue growth.

• Taking the Bite Out of Conflict — Resolving Conflict

  Thomas Colbert, CSS International, Inc.

  Conflict is almost unavoidable in most technology and business process changes, and is a leading cause of slowing down and/or halting major projects. The more stakeholders involved, the greater propensity for active or passive conflict. This workshop will cover the major causes of conflict as well as provide proven tools for mitigation and resolution. Hands-on tools and training for project managers, process owners, and executives will be featured.

• Raving Fans — It’s Not Just About Running IT Like a Business

  Susan Dorn, RingMaster Software Corporation

  IT has a bad rap these days. Is that why outsourcing has become popular? Learn what running IT like a business is about, why it is important, and how to bring IT back in-house using native business expertise using the revolutionary concepts of “Raving Fans.”

• Technical Professionals: Virus or Key to Success

  Angela Hills, BlessingWhite

  In a recent BlessingWhite survey, an amazing 75 percent of technical leaders agree that technical professionals have needs that are different from the other employees in their organizations. So, technical professionals are different. No great surprise. But, do technical leaders need to do anything about those differences? The answer is yes. Unless, of course, you want the most dangerous virus on your hands — the one that erodes motivation, trashes contribution, the one that, if left untreated, will ultimately invade and threaten your organization’s success. The good news…the ultimate protection against this dangerous virus involves the following intricate pieces of “leadership code” shared in this session. Objectives:

  1. Learn the unique needs of technical professionals.
  2. Understand the critical balance between those needs and achieving organizational success.
  3. Discuss best practices to leverage these unique needs.
  4. Learn strategies that yield positive results for the most pressing leadership situations you encounter with your technical professionals.

• Accelerate Your Career

  Susan McClain, Alliance Data

  This course is designed so that attendees will learn and develop tools that will be practical and repeatable through career transitions, promotions and organizational changes and challenges that can occur within a business environment. Attendees will have a professional performance roadmap to manage their career. They will be provided tools that help develop a clear assessment of their current skill level and a gap analysis of developmental needs to achieve their career objectives. Each Attendee will begin to develop a 30-60-90 day plan to supports their roadmap.

• Giving Winning Presentations

  Rich Niemec, TUSC

  Every leader, manager, team leader and technology leader needs to effectively communicate information. How well you convey information to others can determine the success of a project, the relationship that you have with those around you and it can even determine your salary and how high you rise in the company. This presentation will focus on how to build and give winning presentations. This will show the keys to successful presentations along with “dos and dont’ts” of presentations. This is your preparation for you presenting at COLLABORATE 07!

• Consulting 101: What Makes a Great Consultant

  Dan Norris, IT Convergence

  Consulting is sometimes hard work for non-technical reasons. Consultants are providing services and dealing directly with their customers on a daily basis. They must always be on top of their game and know how to deal with stressful situations on a regular basis. This session will review the top “dos and don’ts” learned over many years of successfully delivering consulting services in difficult situations. If you’re thinking of joining a consultancy or are a consultant now, tune in for some lessons learned and words of wisdom from a seasoned veteran.

• Capgemini Oracle Implementation Best Practices Using Offshore Delivery Model

  Ed Park, Capgemini

  Are you considering the use of offshore resources to implement Oracle Financials, Procurement, Manufacturing or HRMS applications? We will share with you our experience and valuable lessons from Capgemini’s Oracle implementation projects involving offshore delivery model. Our best practices will involve the following areas:

  1. Project Management
  2. Project Team Structure
  3. Roles and Responsibilities (or Accountability)
  4. Team Communication
  5. Functional Delivery
  6. Technical Delivery
  7. 24/7 Delivery

  In each of these areas, we will identify key challenges, best practices, things to consider and benefits attained.

• Communications Lessons from Titanic

  Calvin Sun, Calvin Sun & Associates

  What can the Titanic disaster teach us about effective communications? In this session, we will examine three specific incidents from the disaster that illustrate issues in communications. We then will discuss how these incidents relate to business professionals, and ways they can improve their ability to communicate effectively. This talk will be supplemented by Titanic-related pictures and stories. In particular, the talk will discuss the following examples:

  • The interrupted warning: How did the impatience of a Titanic wireless operator play a role in what happened?
  • The nurse who failed to tell: How did a nurse’s actions possibly lead to the death of her employing family?
  • The band uniform letter: What lack of sensitivity was shown toward the father of a band member victim?

Projects

• Using Oracle Project Costing, Billing, Contracts and OTL to Meet Complex Government Contract Accounting Requirements — With No Customizations

  Louise Abdulkader, Projects People, Inc.
  James Kim, Development Alternatives, Inc.

  DAI is a global consulting firm that provides social and economic development solutions to business, government and civil society in developing and transitioning countries. It is not unusual for them to have diverse projects operating in more than 75 countries concurrently. Their goal was to replace their aging Deltek Accounting System with the Oracle E-Business suite products, with little or no customizations. In the process, they were open to business process re-engineering, where warranted, to streamline operations and increase efficiencies. The Project Suite products selected for phase one of their implementation included Project Costing, Project Billing and Project Contracts. These products were implemented with the understanding that a foundation for Project Management, Project Collaboration and Project Resource Management would be necessary for a later phase.

• Integrating Task Workplan Resources with PJRM and Financial Plans

  Robert Anderson, Project Partners, LLC

  Projects patch set M has enhanced the task definition of the workplan. Presentation illustrates how to assign workplan resources at the task level and create a financial plan or team roles from the workplan resources. Practical examples demonstrate the many benefits of this new project functionality.

• Migrating from Oracle iTime to Oracle Time and Labor

  John Bryce, Abt Associates Inc.

  Review the challenges of migrating from Oracle iTime to Oracle Time and Labor (OTL) at Abt Associates. Experience the approach we took during the implementation of OTL after having been successfully running iTime for almost four years. This presentation will highlight tips and lessons learned during all phases of the implementation.

• Creating and Reporting on Group Assets

  Tom Michael, Dayton Power and Light

  This presentation will deal with explaining group assets, how to create them from projects and how to report on them with the help of Noetix views.

• Minimizing Process Time in Oracle Project with Activity Management Gateway and Resource Management APIs

  Rune Mork, NNE A/S

  Attend this presentation to learn how to utilize activity management gateway (AMG) and Resource Management API (RMAPI) to create projects and the people allocated to them in from an external data source. RMAPI is undocumented, so this presentation will show an actual use with parameters.

Public Sector / Education / Government

• Oracle’s Procurement Solutions and K-12 Education: A Real-World Case Study

  Anoop Kumar, Chicago Public Schools

  Chicago Public Schools, the third largest school district in the country, uses Oracle Purchasing, iProcurement and iSupplier modules to manage and control an annual spend of $1.2 billion. This case study will provide the audience with processes used by the Department of Procurement and Contracts, including strategic sourcing, catalog management and electronic integration in a K-12 environment and how Oracle’s procurement products have helped the department to implement user-friendly and cost-effective solutions. This presentation is targeted toward K-12 administrators and public-sector agencies.

• Obtaining the Seal of Approval: Automated Requisition Routing & Approval

  Douglas Manning, Johns Hopkins University, Applied Physics Laboratory

  This presentation reveals how JHU-APL developed a flexible and easy-to-use system for electronically routing and approving purchase requisitions leveraging the unique capabilities and functionality of Oracle applications and tools without the overhead and maintenance associated with Oracle workflow.

• Facilitating User Readiness on a Shoestring

  Paul Yeager, Solbourne

  Tucson Airport Authority successfully deployed core and self-service Oracle Applications by leveraging its cultural strengths, leadership support and communication. Attendees will learn how the Tucson Airport Authority addressed change management and training needs of end users in implementing HR/Payroll, eAM, Financials and iProcurement.

Star Partner

• Your On-Ramp to Electronic Invoicing

  Chip Martin, Bottomline Technologies

  Despite the increasing adoption of process automation solutions, enterprises of all sizes continue to be plagued by an overabundance of paper. This session will provide best practices for implementing and leveraging image capture solutions as a vital first step toward streamlining the accounts payable and accounts receivable functions.

• Dashboards Come of Age — The Ultimate Communication Tool

  Daryl Orts, Noetix Corporation
  Dave DeVore, Florida Rock Industries

  Once considered a tool exclusively for executives, dashboards are evolving into a critical communication vehicle for business users throughout the organization. Data access issues become a thing of the past as key metrics derived from multiple data sources are presented in a single, easy-to-use dashboard interface.

• Document Imaging — Whys and Why Nots

  Chuck Kingston, Perceptive Software, Inc.
  Richard Cohen, TeleTech

  The first half of this presentation will provide some interesting facts and insight on the world of document imaging along with some information to help you become an informed buyer of document imaging technologies. The second half of the presentation, titled Integrated Document Imaging with Oracle AP, will provide some insight and reflection from a customer who has implemented document imaging in the accounting area.

• Unified Workforce Intelligence — What is it, and More Importantly Why do You Need it?

  Tom McKeown, Aquire

  Workforce management has changed dramatically. The days of using static org charts, disparate databases, spreadsheets and other reports to manage workforce data are over. By deploying Unified Workforce Intelligence solutions, organizations have visibility to critical workforce information they need to take make faster, smarter business decisions.

• Conquering Everest — Segregation of Duties for 25,000 Oracle ERP Users

  Gene Goodenough, LogicalApps

  Agilent runs the world’s largest single-instance installation of Oracle’s E-Business Suite. With 170 operating units and 100+ inventory organizations requiring thousands of end-user responsibilities to be defined and managed, a manual approach to identifying and resolving SOD conflicts was virtually impossible. Learn how LogicalApps was able to rapidly assess Agilent’s SOD risk, embed automated controls to monitor important business processes, create comprehensive audit trails and prevent SOD conflicts from occurring.

• Managing Lifecycle of Business Transactions

  Kevin O’Malley, OuterBay Technologies

  How do you achieve optimal performance, lower costs, manageability and compliance for your ERP environment (e.g., Oracle E-Business Suite and PeopleSoft)? This session explores several approaches, such as hardware treadmill, new database technologies and online archiving while taking a business transaction lifecycle management approach.

• Transfer Invoices and Financial Data Straight Into Oracle E-Business Suite

  Eric Stagnaro, ReadSoft

  Learn how to overcome the bottleneck and tedious work of keying in invoice information to Oracle E-Business Suite and handle invoice processing automatically, thus saving your organization money, become more efficient and faster with financial calculations.

• Streamlined Sales Tax Initiative Update and Looking Forward

  Matthew Walsh, Taxware

  For over five years, many states have worked to simplify and streamline their sales tax laws. In October 2005, this Streamlined Sales Tax Initiative went “live.” What does this mean for your tax department? What has the project accomplished? What is the future for this initiative? Come hear a discussion on the status of the project and where it is headed for the next several years.

• Driving Cash Flow with CPM: BI puts ArvinMeritor in the driver’s seat with Working Capital Performance Management

  John Kelly, Martha Remski, ArvinMeritor
  Paul Scheibal, Jaros Technologies

  Leveraging BI and CPM, ArvinMeritor is overcoming a top performance challenge — Working Capital Performance Management. This case study and Q&A reveals ArvinMeritor’s global data visibility strategy, and how their system is providing accurate right-time business intelligence and a single source of truth, with lower risk and TCO than DW approaches.

Technical and System Administration

• Statistics 101: E-Business Suite and the Cost-Based Optimizer

  Randy Babson, ADT Security Services, Inc.

  How accurate are your database statistics? What information is collected when you run Gather Schema Statistics? If you estimate statistics using 10 percent of your data, is 20 percent twice as good? Learn the answers to these questions and determine if your problem queries might be caused by problem data.

• ABCs of Workflow — Business Event Essentials

  Karen Brownfield, Solution Beacon, LLC

  This presentation will define what the business event system is, how to utilize it to launch workflows and other processes, and the additional setup steps required to use this in your applications environment.

• No-Cost Solution to E-mailing Invoices/Documents in PDF Format from Oracle Applications

  Ramakrishna Chilakamarri, Rorke Data, Inc.

  This presentation will show how to e-mail invoices or any document from Oracle Applications without spending money on expensive third-party solutions. The presentation will cover in detail the steps, showing how this solution was implemented at Rorke Data using shareware e-mail software and Oracle Applications developer tools.

• Using and Maintaining Profile Options

  Jim Childerston, Cindy Cline, CCATS

  Profile options can be used for security purposes, to turn features of the applications on and off, even to define default printers. In this presentation, you will learn about the various types of profile options, how to maintain them and how to create custom profile options that can be used as flexfield defaults or report parameters.

• Upgrading to 11.5.10 — A Success Story

  Scott Franzel, Chris Gavin, Ingersoll Rand Company

  Upgrading to Oracle Applications 11.5.10 can be very beneficial, but requires detailed planning, testing and execution. This presentation will walk the audience through Ingersoll Rand Security Technologies 11.5.10 Upgrade focusing on methodology, testing strategy, issue resolution and cutover.

• Proactive Administration for Application DBAs

  Paul Jackson, Elke Phelps, Humana, Inc.

  Oracle Application DBAs often deal with problems that are preventable and controllable. In this session, learn how to increase availability and improve performance with proactive administration techniques that identify and correct problems before they occur.

• Know Thy Database: Effectively Collecting and Using E-Business Suite Metrics

  John Kanagaraj, DB Soft Inc.

  The Oracle database, along with Oracle Applications and the underlying operating system, provides an overwhelming set of metrics. Using real examples, we will see each of these merit collections and how you can use them effectively to solve both everyday issues and support long-term strategy.

• iSetup — Configure Your Instances at a Fast Pace in E-Business Environments

  Vikas Khurana, Infosys Technologies LTD

  With the facelift of the Oracle E-Business Suite and having more and more features coming into the ERP space, the test cycles and rapid migration of application setups have become a key requirement. iSetup is an intelligent answer to these questions. It provides a strong migration and reporting mechanism for moving setups between instances. This presentation shows how iSetup can be used effectively in Oracle E-Business implementations.

• DBA Guide to Understanding Sarbanes-Oxley

  Steven Kost, Integrigy Corporation

  Even though the Sarbanes-Oxley Act never mentions the words database or data, DBAs must ensure their databases are in compliance with Sarbanes-Oxley. Ensuring compliance is not an easy task because DBAs generally think in terms of SQL statements, initialization parameters and ratios, not internal controls, risk, attestation, governance and weaknesses. Unfortunately, there is no database initialization parameter SOX_COMPLIANCE=TRUE, rather many aspects of operating and maintaining the database and Oracle Applications must be performed in a Sarbanes-Oxley compliant manner. This presentation will provide a framework and practical tips for DBAs to ensure their databases are compliant with Sarbanes-Oxley and also provide real-world advice on how to remediate auditors’ findings.

• Introduction to Autoconfig/Customizing Autoconfig

  Amid Poddar, Yale University

  Oracle Applications 11i consists of lots of configuration files and lots of profile options, which need to be all correctly set for the applications to work. Managing these profile options and configuration files manually is quite error prone. Autoconfig is a tool provided by the Oracle E-Business Suite to maintain these files and profile options. In this presentation, we will see how autoconfig works, what it does, what it does not do, over and above how to customize it to meet our requirements.

• Thirty-Minute Release 11i Security — Keeping the Bad Guys Away

  Kevin Sheehan, Unisys
  Randy Giefer, Solution Beacon, LLC

  This presentation discusses numerous ways to quickly and easily improve the security of your Release 11i environment and protect your valuable data. With minimal effort required to implement, this presentation will provide real-world examples of how substantial security benefits can be obtained by performing simple configuration tasks.

• Personalization Is Just for You

  Ahalya Shingireddy, Otsuka America Pharmaceutical, Inc.

  Usability of personalizations has made many users explore the full functionality and leverage their applications in a much more user-friendly manner. It’s ability to extend, reuse and deploy by not customizing is now in your control more than ever before.

• Implementing Application Data Archiving for Performance Gains with Access Retention

  Mike Sink, Derrill Wakefield, Kichler Lighting

  How can you improve the performance of your application while managing data growth? Learn how Kichler Lighting implemented application data archiving for PeopleSoft as a part of our ILM strategy. Discover the benefits to the IT organization and user community.

• An Approach to Oracle Applications Change Management

  Kim Sowers, Rochester Institute of Technology

  This paper will document the change management process used by Rochester Institute of Technology (RIT) to manage changes within our five Oracle Applications environments.

  To put our change management process in context, a description of each of our non-production environments (two test instances, an instance each for development and training) will be presented. How we use each of those instances will also be shared. Our philosophy of separation of duties and how this influences what type of access individuals in various roles (e.g., developers) have in each type of instance (e.g., development, test) will also be discussed.

  After setting the context for our change management processes, the types of changes that we manage using the process (e.g., patches, custom forms and reports, workflows, alerts, profile options) will be discussed. The way we perform source code control will be outlined for each type of change. How changes are migrated from one environment to another will be presented. The tools used for source code control and change migration (many of them standard UNIX utilities or Oracle Applications functionality) will be discussed.

  Our change management process relies heavily on a document we refer to as a move sheet. Our move sheet will be shared, including an explanation of why we require the information included on it.

  Some of the change management challenges we face will also be discussed.

• Care and Feeding of Release 11i — Installation, Administration and Maintenance

  John Stouffer, Solution Beacon, LLC

  The focus of this presentation will be to share real-world experience, as well as tips and techniques to administer and maintain the complex Oracle Applications environment delivered with Release 11i.

• The Art and Architecture of Leveraged Oracle 11i Installations with RAC

  Robert Welborn, Perot Systems

  Using an affordable, reproducible architecture, Perot Systems created a solution that can easily be leveraged across multiple implementations. We will cover how to set up and manage hosting and infrastructure for multiple implementations of Oracle’s 11i Applications, 9i/10g Databases and Utilities.

• What DBAs Can Do for a Company

  Dan Zemke, Empi Information Technology

  Various governmental entities have passed corporate-governance and data-security initiatives that have put a lot of scrutiny on the role of the DBA. Instead of focusing on the danger the DBA poses and the things they can’t do, this presentation focuses on things DBAs can do to help companies.

Transportation

• Sneak Peek: Oracle Transportation Management Release 5.5

  John Murphy, Rosalie Cmelak, Oracle Corporation

  Are you interested in the next generation of Oracle Transportation Management (OTM)? The upcoming release of OTM, version 5.5, delivers new functionality in the following areas: Order Management; Transportation Planning and Execution; Contract and Rate Management, Brokerage and Forwarding; Asset Management; and Warehouse Flow Management. Be one of the first to get a “sneak peek” at OTM 5.5.

• Oracle Transportation Management: A TMS Solution for All Oracle Customers

  John Murphy, Rosalie Cmelak, Oracle Corporation

  Whether you’re an Enterprise, EnterpriseOne or Retek customer, Oracle now offers a best-of-breed transportation management solution. Oracle Transporation Management (OTM) easily integrates with all of Oracle’s ERP systems to provide an integrated logistics platform. Come learn how OTM can lower transportation costs, improve customer service and asset utilization, and provide flexible, global fulfillment options.

• OTM 101

  John Murphy, Oracle Corporation

  Based on the recent acquisition of G-Log, a premier TMS provider, Oracle has created Oracle Transporation Management (OTM). Never heard of OTM or TMS? Don’t understand how TMS impacts the supply chain? This session will provide an introduction to TMS software and how to best leverage to gain supply-chain efficiencies.

• OTM — TMS Best Practices

  John Murphy, Oracle Corporation

  Three case studies will be presented representing the 3PL, Retail/CPG and chemical verticals. Learn how your peers are using the software to create logistics as a competitive weapon. Leverage the information among the verticals to create best practices within your organization.