NorCal OAUG
2005 Training Day
Presentations

Pictures from the Event

Presentations by Category

Quantity Category
2
CRM  (Customer Relationship Management)
5
FIN  (Financials)
11
GEN
1
HR  (Human Relations)
4
MFG  (Manufacturing)
2
OM  (Order Management)
8
RPT  (Reporting Solutions)
4
SOX  (Sarbannes-Oxley)
5
TECH  (Technology Components)
6 TTT  (OAUG Trail To Texas)

Presentation Titles and Abstracts

Click on the Presentation Title to download it.

Area Presentation
CRM Oracle iSupport  
Chris Kirby, Oracle Corporation  
In this session,  you will learn about Oracle iSupport which  is a comprehensive web-based self-service application that empowers users to resolve their service issues themselves and if necessary, to receive assisted service.   Its problem avoidance architecture, based on a powerful knowledge management system, leads to significant reduction in the volume of service requests and related costs.  Oracle iSupport provides a powerful knowledge management module for searching solutions to known problems or documents. Its advanced and basic search capability enables customers to proactively take advantage of the vast and collective knowledge base, 24x7x365 from anywhere in the world. Oracle iSupport also offers other compelling features including collaboration through interactive online forums, transactional inquiries, user management and installed base management.  It enables companies to provide closed-loop support across multiple service channels, through its seamless integration with Oracle TeleService - the call-center enabled agent-facing application. 
CRM Oracle Depot Repair - Full spectrum functionality for RMA or walk-in repair  
Tom Greene, Oracle Corporation  
Oracle Depot Repair has been enhanced significantly over the last few releases.  It now supports both scheduled and walk-in repair models.  Depot Repair leverages the power of Work In Process or can be run using a task management model.  This presentation will explore the full capabilities of depot repair today and how customers are getting value out of it worldwide.
FIN Bill Presentment Architecture  
Nancy Beardsley, Oracle Corporation  
Do you own Oracle Financials?   If so then you now have the ability to modify your AR invoices without using a third party tool.   We will show you how to modify an invoice template using our bill presentment architecture.
FIN Automated Invoice Processing and Enhanced Controls with ERS Pay on Receipt   
Uma  Mohan, Ubex Corporation  
This paper presents the best practices of implementing ERS (Pay on Receipt) business process. It includes an overview of the ERS solution features, with a unique approach to automate tax calculation, highlights the typical challenges faced in an ERS implementation and details the business benefits from ERS.
FIN Financials Self Service: iExpense, iReceivables and iSupplier  
Nancy Beardsley and Colleen McKenna, Oracle Corporation  
In this session you will get an overview of  how these self service tools which extend from inside your organization's employees for expense reporting to you customers to your suppliers. All are to help your organization become more efficient by extending your enterprise.  Each deliver a robust set of functioanlity designed to empower and enable users from all apsects of your business.
FIN Using Self-Service to Drive Cash Collection, Reduce DSO and Improve Efficiencies  
Francesco  Hidayat, Southern Pacific Group  
Companies are striving to increase cash flow by reducing time to collect and recognize revenue, achieve lower costs for such financial processes as cash collection, reconciliation, invoicing, and payment while trying to maintain and raise levels of customer service.  Southern Pacific Group and Avolent will present case studies on how companies are integrating customer self-service applications including Electronic Invoice Presentment and Payment with Oracle and other systems.
FIN iProcurement and Sourcing - Drive procurement process savings and cost reductions now  
Mary Burns, Oracle Corporation  
Thousands of Oracle Applications customers use the Purchasing module, but many have yet to unleash the power of iProcurement and Sourcing.  iProcurement is not just about online requisitions anymore. And together with Sourcing, these two product can be powerful tools in accomplishing your cost reduction objectives for this year.
GEN Sixty Minutes to Better Project Management!  
Daniel Kent, Independent Consultant   
This presentation will provide you with tools and techniques for managing projects of varying size without adding unnecessary overhead.  Topics will include creating key project documents such as the project charter, work breakdown structure, milestone plans, and issue logs.  We will discuss the importance of risk management, scope control, and the triple constraint.  Attendees will learn the purpose of lessons learned, project archives, and communication plans.  Whether you are an experienced project manager or are just embarking on your first Oracle Applications project, this presentation is for you.
GEN Oracle's New Approach to Customer Data Management  
Faun deHenry, FMT Systems Inc.  
Understanding Oracle's new customer data model is challenging because it departs significantly from the data model that Oracle used for releases prior to 11i. This presentation discusses the issues involved with customer data management and Oracle's approach to moving TCA integration into the ERP application modules.
GEN Sox Best Practices for Oracle Apps - Managing Data Changes
Christopher Martin, Logical Apps
Managing changes to application data has become critical to meet internal audit and Sarbanes-Oxley requirements. Oracle Applications provides either a very basic audit trail within the forms, or an extremely complex audit tool. More importantly, changes to sensitive data are not actively managed and cannot be prevented if a user has access to the data. Learn a best practices approach to automatically enforce and manage data change in the Oracle Applications.
Effective management of data changes is critical to meet internal audit and Sarbanes-Oxley compliance. Utilize pre-built controls to monitor, audit and manage key data changes. Learn a best practices approach to automatically enforce and manage data change in the Oracle Applications.
AUDIT any column or table in the Oracle Applications
ENFORCE approvals or reason codes for any changes
PREVENT unauthorized updates to sensitive data
REPORT on control violations and data changes
GEN Multi-org, Globalization and an International Rollout: A case study  
Paul Kirch, Paul Kirch, Inc  
I will develop a presentation on my curren client's mulinational (40 countries) rollout strategy, focusing on Multi-org setup, currency issues, and international rollout plan.
GEN Oracle Support Tools and Diagnostics  
Doris Chen, Oracle Corporation  
Learn how to utilize: Maintenance Wizard for a step-by-step process to guide you through   upgrades and maintenance packs.  Knowledge Browser to easily find information.  Support Diagnostics for smoother upgrades and to help you better manage your system.  Advanced Product Services to assist you with your upgrade and system issues.  My Configs and Projects project management tool.  TAR Escalation for faster TAR resolution
GEN Information Lifecycle Management Strategies for Oracle Applications Data
David Stevens, Princeton Softech  
Oracle applications databases are growing at an explosive rate, with records retention regulations and laws fueling this growth even further. Many sites are looking for strategies that help them manage this data overload in a manner that enhances operations management and supports corporate compliance objectives as well.
Information Lifecycle Management (“ILM”) is the process of managing enterprise data according to its evolving business value. This session describes how ILM principles can be applied to your Oracle database environment to reduce the cost of operations and improve the performance and availability of the Oracle E-Business Suite. ILM principles can also be extended to speed the applications upgrade process and to streamline testing and deployment of customizations, patches, family packs and more.
Attendees will learn about:
• Impact of explosive database growth
• General principles of Information Lifecycle Management (ILM)
• How ILM can improve database management through the use of archiving policies
• How ILM can be applied to streamline testing and upgrades
• How ILM can be deployed for Oracle Applications
Princeton Softech will also describe the capabilities required of an enterprise-level solution for ILM and data management, areas to consider when implementing a solution, and common pitfalls to avoid.
GEN Shorten your 11i Upgrade and Patching Cycle with Automated Solutions   
Leo Cai, Mercury  
From Financials to Human Resources to Supply Chain Management, the Oracle E-Business Suite offers a wide range of critical applications that automate business processes.  For successful application development and deployment, there is a need for rigorous testing and systematic approach for patch management. The challenge is how to speed up the testing process and increase accuracy and completeness, without breaking the budget. This session will present the best practices for meeting tighter release schedules, testing more thoroughly and reliably, and managing patches smoothly by automating key elements of functional testing and change management as well as adopting the methodology of Business Process Testing to achieve even a higher ROI.   
GEN Oracle Partner Relationship Management, A Case Study
Dean Burell, Overland Storage Inc / D & T 
 As leading high technology manufacturers continue to leverage the global economy and outsource manufacturing functions, the culture and focus of these organizations in the United States is changing.  As manufacturers shift to this outsource model, their relationships with channel partners are becoming a primary asset and differentiator in the marketplace. Oracle's Partner Relationship Management (PRM) portal product provides a leading tool to not only effectively and efficiently manage these relationships but also to drive mutual value between manufacturers and their channel partners.  Overland Storage, a leading manufacturer of data storage devices, is leveraging PRM to transform itself into a relationship driven organization.
GEN Case Study : Roadmap to Re-aligning the Customer Master with OracleÆs TCA   
Michele Dour, Aspect Communications 
 
Oracle's Trading Community Architecture (TCA) is a flexible and robust architecture that provides a 360 degree view of your trading partners. Effective use of the TCA requires careful and comprehensive planning that takes into account all of the trading partner touch points. This presentation explains how Aspect Communications implemented the TCA to deliver superior customer service at all of their customer touch points.
GEN Agilent Case Study: Optimize Oracle Apps Performance While Lowering Costs
Kevin Barry, Outer Bay  
After deploying Oracle E Business Suite 11i, Agilent Technologies found its single global instance was growing at 90 to 100 GB per month. This data growth degraded application performance, reduced application availability, and escalated IT infrastructure costs. Yet, simply purging data was not an option.
Learn how Agilent met the data growth challenge through aggressive real time archiving. The session discusses traditional solutions, upgrading hardware or tuning, which only provided temporary relief; the session shares lessons and impact of the permanent solutions.
GEN The Seven Sleeping Habits Of Highly Effective IT Organizations
Susan Dorn, RingMaster Software
When the company's business systems fail, the business falters. IT organizations shoulder the huge responsibility for keeping these systems and therefore the business running. In a world that is constantly changing and introducing unknowns from patches and upgrades, it is difficult to mitigate the risk from change so that one can sleep well. This paper borrows from the makers of NyQuil to present seven priciples of effective sleeping habits and adapts it for the IT organization.
HR Open Enrollment Lessons Learned  
Robert Roffey, Xilinx, Inc.  
Xilinx recently completed their third open enrollment utilizing OAB.  The first two efforts were not particularly successful.  Both HR and IT have recognized our third effort as a success.  Xilinx has been able to identify key lessons learned spanning the three implementations, and are prepared to help others with this process.  The lessons learned include potential gaps in the application, set up considerations to prevent issues, corrective action processes to prevent downstream issues, and overall project management.  This presentation will help those planning to implement open enrollment avoid some of the challenges faced by Xilinx.
MFG Product Families or Planning Bills:  That is the Question?    
Jerry  Edwards, JKE Consulting Services  
Recently I had the opportunity to migrate a client from the use of 54 planning bills to product families. This was based on the ability of product families to support forecast consumption of both the exploded finished goods saleable item and the parent product family item (2 level forecast consumption).  My presentation will contrast the features of planning bills and product families.  I'll present suggestions of how to maintain forecasts for each parent, be it a product family item or a planning bill item. I will present setup requirements and data entry for each. Product family items require a number of additional flow manufacturing setups. I will present product family bill examples and include how to verify two-level consumption. I will cover implementation tasks and how to integrate product families into forecast explosion and MPS/MRP processing. Attendees will understand the subtle but significant differences between these two important planning features.
MFG Oracle Advanced Planning And Scheduling Implementation & Lessons Learned  
Mark Hopkins, Xilinx, Inc.  
Overview of Xilinx's APS implementation approach, benefits, and lessons learned.
MFG Oracle Advanced Supply Chain Planning along with Oracle Shop Floor Management   
John Conlin, Oracle Corporation  
How Oracle Advanced Supply Chain Planning, ASCP, in conjunction with Oracle Shop Floor Management,  OSFM,  on top of the Oracle Multi-Org business model can address business issues in the Supply Chain area for semiconductor companies that heretofore have only been addressed by a number of point solutions knitted together, creating the constant effort (costs, time, and the inherent data inaccuracies) of interfacing disparate systems.
MFG RFID - From Compliance to ROI
George Bravo, ClearOrbit
This presentation will examine some of the issues facing companies considering RFID. Companies wishing to deploy RFID within their current operations need a solution that minimizes the impact to their current ERP. Otherwise, the cost and potential disruption may make it too difficult to implement an RFID pilot program within your time constraints. Given the rapid pace of RFID developments, standards and customer requirements, it is critical that you gain practical experience with RFID as soon as possible to maximize the competitive advantage this technology can deliver. This presentation will not only define RFID, but it will also look at where it came from, how it works and how it can be deployed today.
OM Enhanced Order Fulfillment using Oracle Global Order Promising (GOP aka. ATP)  
Navneet Goel, Oracle Corporation  
GOP is a sophisticated tool with fast, accurate, reliable delivery date for your customers. It computes fulfillment date per current and projected demands/supplies across extended supply chain including multi-level supply chain ATP, CTP and CTD.  Salient features: Global Supply demand across ERP systems Integrated with Oracle OM/CRM Component Architecture 
Addresses key business issues as how to: promise most accurate dates? respond quickly to customer request? get global availability information?
OM Create and Enforce sell-side contracts with Oracle Sales Contracts   
Kevin Attwood, Oracle Corporation  
Automate the creation, maintenance and enforcement of sell-side contracts--whether executed via Quoting or Order Management--with Oracle Sales Contracts. Managing contractual agreements and ensuring all business transactions comply with negotiated terms presents significant challenges, particularly as business relationships have become more complex. Oracle Sales Contracts allows you to take control of your sales contracting process, from authoring, negotiation, and approvals through implementation and evaluation. With Oracle Sales Contracts, contract administrators and sales representatives can quickly author best-practice contracts to corporate standards, and automatically drive compliance without the need for expensive integrations or data re-entry. 
RPT Oracle's XML publisher
Jason Reedy, Oracle Corporation   
XML Publisher – Learn how to generate Oracle Reports as XML data and map to a template to produce rich customer-facing documents
RPT Quick and Easy Access to Information in Oracle  
Stan Choflet, Jaros Technologies   
Attendees will learn a new approach to gaining enterprise-wide visibility using Oracle Discoverer or most any BI tool.  Quickly empower the business with dashboards and easily customized reports. Minimize IT involvement in reporting and even complex analysis.  Unlock the information tied up in your Oracle applications once and for all.
RPT Oracle Applications Reporting How Can I Get What I Need?   
David Fuston, FMT Systems  
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.  We will discuss why multiple tools may be necessary by using a matrix of Oracle products (FSG, OSA, OFA, BIS, DBI, EPB, BSC, Discoverer, and Reports) to match the user requirements.
RPT Corporate Performance Mgmt II:  Enterprise Planning and Budgeting (EPB) and  and Consolidations Hub.  
Colleen McKenna, Oracle Corporation   
Learn about Oracles solution for Planning, Budgeting, Reporting, Analysis, & Pre-configured Executive Dashboards.    This session focusses on Planning, Forecasting, & Consolidations
RPT Deliver a Standardized BI Platform Across Oracle Applications & Beyond   
Paul Turner, DecisionPoint Software   
IT must streamline technology investments and lower costs to meet corporate BI initiatives. Learn how implementing a scalable BI platform to consolidate data from multiple sources provides business users with a single view of the business, getting companies on track to better management in 3 months or less.
RPT Power-Up Your Reporting From Oracle Applications  
Rob Griebel, Noetix Corporation  
Learn how to simplify access to the data stored in your Oracle Apps database. Discover technology that can accelerate the delivery of your business intelligence strategy while enhancing your current investment in BI technology including query and reporting tools, dashboards, portals, and ETL tools.
RPT Corporate Performance Mgmt I: Daily Business Intelligence (DBI) and Balanced Scorecard (BSC).  
Mary Burns, Oracle Corporation  
Learn about Oracles solution for Planning, Budgeting, Reporting, Analysis, & Pre-configured Executive Dashboards.     This session focuses on  Pre-configured Executive Dashboards and Strategic Reporting
RPT Electronic Creation & Distribution of Oracle Data With Web Retrieval and EDI Interface
Robert Kragen
, Evergreen Data Systems  
 
SOX Segregation of Duties (SOD) and Hierarchical SOD    
Anthony Tarantino, Logical Apps  
Segregation of Duties (SOD) includes the assurance that no one individual has the physical and system access to control all phases of a business process or transaction: from authorization to custody, and to record keeping. But most fraud occurs at higher, hierarchical, levels in most organizations.  Learn a best practices approach to automating the enforcement of SOD and the benefits of building on SOD to automate enforcement at a hierarchical level:
1. Identify individual conflicts in segregation of duties
2. Identify the roles and responsibilities of the individuals involved
3. Identify the reporting relationships of the individuals involved
4. Identify HSOD conflicts that occur at higher levels within the organization
5. Help in providing checks and balances for critical planning and forecasting decisions 
SOX Rebates, SOX & Sanity  
Mike Baiocchi, DAZ Systems, Inc.  
Many executives and their staff lose sleep trying to determine an effective way to offer and settle rebates.
We will present a case study in which this thorny issue is addressed by the Oracle 11i.5.10 Trade Management functions (Budgets, Trade Planning, Claims/Rebates, and Indirect Sales).  As with many companies, they had a very creative pass-through rebate system that needed to be analyzed, automated and that could pass SOX requirements.
SOX Satisfying SOX Separation of Duties Compliance Requirements - A Case Study at Silicon Image, Inc.
Kenny Gilbert/Cam Larner, Silicon Image  
Purpose: To establish and document procedures for monitoring database transactions in the scope of the Oracle Database and Oracle Applications in order to meet SOX compliance requirements. These procedures have the objective of ensuring that Separation of Duties (SOD) has been properly established both technically and functionally within the database and across business analyst database users.
Background: Sarbanes-Oxley legislation is placing new and significant compliance and audit trail demands on Finance and IT departments across the nation. Auditing application transactions in the database is one of the many requirements saddled on these departments. Co-Presenters Cam Larner President, Absolute Technologies, Inc.Kenny Gilbert Director of IT, Silicon Image, Inc.
SOX SOX Compliance: Automating Internal Controls with Applimation's Integra Software   
Mark Nelson, Applimation, Inc.  
Oracle's e-Business Suite provides internal controls which may be leveraged to comply with the Sarbanes-Oxley Act.  However, these controls are embedded deeply within the applications making identifying and monitoring them very challenging and nearly impossible.  Applimation will present its Integra solution of automated tools which provide prevention, detection and monitoring functionality to ensure internal controls compliance; comprehensive reporting on segregation of duties, potential security breaches; and complete change control for setups, source code and controls within the enterprise application environment. 
TECH 11.5.10 user management features   
Brent Mosher, Oracle Corporation  
User Management – Review the new user management features in 11.5.10, and learn how to define enterprise roles across the organization and tie them to employees
TECH The Oracle E-Business Suite on Linux RAC (Platform Transition through Upgrade)    
Chakravardhan Reddy, Zensar Technologies, Inc.  
You have heard that Linux is cost-effective. You have also heard that combining Linux with Oracles Real Application Clusters (RAC) technology provides you with a high performance, high availability solution, but for a lower TCO than traditional Unix platforms.  Is this true? If so, how do you approach a Linux deployment? What about the differences in architecture, resilience, scalability? The training and learning curve required for it?  Does Oracle Corp treat Linux as a tier-1 platform?  Are updates made available just as quickly?  These are questions that we hear most when we talk about our experience with Linux deployments. This presentation will address all this and many more!  The goal is to take you through a real-life project which achieved a move from Unix to Linux, while performing one of the largest global upgrades from Oracle Apps rel 11.0.3 to 11.5.9."
TECH Here We Go Again!  Upgrading Oracle Financials to 11.5.10.  
Jeff Slavitz, Computer Creations Inc  
This presentation describes the DBA tips, tricks and lessons learned upgrading from Financials 11.5.8 to 11.5.10.  I will discuss staging Rapid Install, installing the Vision database, the upgrade process and the challenges you may run into when applying the maintenance pack to your database.
There are some significant changes in the 11.5.10 technology stack.  Oracle 9i is mandatory as the database server.  There are also some exciting new installation features which simplify the upgrade process.  The Rapid Install techstack option will install the database and applications technology stacks for you.  I will review how this can make your upgrade faster and less painful.
If you are a DBA and will be upgrading soon, come find out what is in store for you.
TECH Securing the Internet Facing E-Business Suite   
John Peters, JRPJR, Inc  
With the introductions of iStore, iReceivables, iSuppliers, iSupport and other customer facing Oracle Applications modules, security of the eBusiness suite has grown increasingly tough.  Very little information is available from Oracle and each customer is left to figure out how to secure the internet facing e-Business Suite.  This paper will cover the many options available to administrators faced with the task of allowing non-company personnel into the e-Business Suite while hopefully keeping out those who are unauthorized.  Topic will cover from general Oracle Applications Security (and why this is not enough) to the specific steps that need to be taken to ensure your business's information is kept secure.  Possible system configurations will be explored along with the pro's and con's of each.  An optimal configuration will be reviewed in detail along with various tips and tricks for securing it.  If you are an administrator faced with this daunting task you can not afford to miss this presentation."
TECH Oracle Applications Framework   
Jason Reedy, Oracle Corporation  
OAF Personalization – Overview of the Oracle Applications Framework with a focused demonstration on how to personalize the user interface.
TTT Introduction to Release 11i Part 1 of 2: Installation & Architecture
Randy Giefer
In the 1st of a 2 part presentation, get a "real world" perspective as well as tips and techniques to install and understand the architecture of the complex Oracle Applications environment delivered with Release 11i, including Release 11.5.10. Release 11i is the biggest and most complex applications release ever! There have been ten 11i releases with major changes to tools and technology stack. Each release addresses bug fixes and has added new module functionality along with three specific Oracle environments that must be installed for Release 11i – database, applications and web. All environments require differing levels of support but each has to be maintained to fully utilize and make the most of the Release 11i Applications. We will discuss the underlying architectures and approaches to architecture and installation that make ongoing support more manageable for the Apps DBA.
TTT Introduction to Release 11i Part 2 of 2: Administration & Maintenance
Randy Giefer
In the 2nd of a 2 part presentation, get a "real world" perspective as well as tips and techniques to administer and maintain the complex Oracle Applications environment delivered with Release 11i, including Release 11.5.10. Release 11i is the biggest and most complex applications release ever! There have been ten 11i releases with major changes to tools and technology stack. Each release addresses bug fixes and has added new module functionality along with three specific Oracle environments that must be supported for Release 11i – database, applications and web. Administering and maintaining these environments has become a full time job for the Applications DBA. All environments require differing levels of support but each has to be maintained to fully utilize and make the most of the Release 11i applications. We will discuss all of these administration and maintenance processes for the Apps DBA and will share "real world" recommendations for each.
TTT Security and Release 11i
Randy Giefer
Terrorism, identity theft, 9/11. It’s no longer a safe world, and corporate data needs to be protected from not only the external bad guys, but also the internal ones as well! Many companies believe this won’t happen to them – until it’s too late. There are 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, we will provide real world examples of how substantial security benefits can be obtained by performing simple configuration tasks such as modifying the default values of select profile settings and timeout parameters. Security tips and tricks specific to the Oracle Applications will also be provided to enable administrators to protect their data from "the bad guys".
TTT Release 11i Apps DBA
Kevin Dahl
Oracle DBA or Applications DBA? What's the difference? It's all Oracle, right? Wrong! With the increased complexities and interdependent components of the technology stack in Release 11i, the differences between an Oracle DBA and Oracle Applications DBA are even more significant than with past releases. The Oracle Applications DBA is a Technology Specialist whose responsibilities span from the operating system and database to the client desktop.
TTT Linux and Release 11i
Kevin Dahl
Upgrades to 11i often need to take into account newer hardware. As part of a hardware transition, it is a perfect opportunity to migrate from your legacy operating system to Linux. This presentation will specifically cover the process of upgrading an Oracle Applications 11.0.3, Solaris 2.8 environment to an Oracle E-Business Suite 11.5.9, Red Hat Advanced Server 2.1 environment, however, the process is applicable to 10.7 and 11.0.3 environments running on any operating system(s).
TTT Release 11i and RAC
Kevin Dahl
RAID is the standard in nearly every organization's Oracle Database computing environment. In fact, it’s not a question of should RAID be used, but what form of RAID should be chosen. Why has RAID become so pervasive? Answer: it is cost effective and minimizes or eliminates downtime and data loss. RAC is now cost effective and minimizes or eliminates downtime due to computer failure. The answer to the question of whether or not to use RAC is nearly the same as the answer to the question of whether or not to use RAID.