1. Using Imaging and Workflow to Automate E-Business Suite Processes
Sancho Pinto Nathan Angstadt
Consulting Product Manager Director of Development

2. The following is intended to outline our general product direction
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remain at the sole discretion of Oracle. 2

3. Optimizing Business Processes Reducing Transaction Processing Costs
Level of Automation
ERP
An Integrated
Oracle Solution
Imaging
Transaction Cost
Workflow
The lead idea is to start with a quick pitch demonstrating how Oracle provides an end-to-end business process automation solution, of which I/PM provides the key components of capture, imaging and workflow (with BPEL, of course), augmenting the automation already provided by ERP systems like EBS Financials.  Customers can move on to further automate their systems using other Oracle technologies to achieve total optimization, all on one unified platform.
EDI, XML
EDI, XML
Self Service
Self Service

4. The Cost of Paper Physical Cost of Handling Paper
The Larger Paper Premium
Electronic Transactions Cost 60% Less1
Erosion of Profit Margins
Unintentionally missed early payment discounts (1% or more)
Premiums charged to serial late payers (1.5% or more)
Undetected over- / double-payments
Poor Cash & Payment Management
Up to 60% of invoices have errors
Lost interest on prematurely paid invoices
Risk & Control Gaps
‘Floating’ invoices create invisible and unaccounted liabilities
Delayed shipments due to late payments
$2B company with 100,000 invoices / yr
Wastes $1.5 million over 3 years
Ex. $1
$0.5
$1.5
$2.5 $2 1 2 3
Cumulative Cost Difference
Year
Cost (in Millions)
If you are processing paper invoices, you’re paying a 60% premium over the cost of processing those invoices electronically. If you are handling a moderate number of transactions, the amount of cash you are burning starts creeping into the millions very quickly.
These are two year old estimates of the cost of processing manual vs. electronic invoices from the Gartner group – conservative by many standards – but just a little something to give you a sense of the cost.
According to Meta Group, up to 60% of invoices have errors
Manual 8.50 / invoice
Electronic 3.44 / invoice
1. Gartner, Invoicing and Payments: The Payer Value Proposition

5. Oracle E-Business Suite Opportunities for process optimization
USER
CONTENT CAPTURE & MATCHING
DATA ENTRY
SEARCH & RETRIEVE
APPROVAL
ROUTING
REPORTING
MANAGER
WORKFLOW
MONITORING
Here we demonstrate where most customers are now with E-Business Suite and business process automation, and which areas they’re looking to make more efficient by implementing imaging and workflow.  The idea is to present the different functional areas of a business process from the vantage point of the business user, the business manager and IT, and drill down into what EBS does well (red solid outlined areas), what it does to a limited degree (red dotted outlined areas), and what it doesn’t do at all (shaded out areas).
CONTENT MANAGEMENT
IT ADMIN
PERFORMANCE
EXTENSABILITY
CUSTOMIZATION
BUSINESS PROCESS 5

6. E-Business Suite Optimization For the Business User
Content management:
Paper introduces inefficiencies that increase costs:
Lost productivity due to handling and transportation
Paper-bound processes are well defined but can’t be automated (difficult to monitor; growth requires more staff)
Search and retrieve:
Business users need to be able to perform search / retrieve functions for relevant documents from within E-Business Suite
Routing:
Business users need the ability to easily route items for re-work, review or approval 6

7. E-Business Suite Optimization For Management
Workflow:
Advanced queuing and delegation is needed to better allocate work distribution
Faster response times could be achieved with the ability to modify workflows as needed
Greater efficiencies are realized when workflows can be ported across multiple processes
Monitoring:
Managers need real-time insight at the user, queue and process levels
Managers need to ability to view and run reports based on a wide variety of performance indicators 7

8. E-Business Suite Optimization For IT Administration
Imaging and workflow systems integration requirements:
Extensibility:
Must be able to leveraged across multiple E-Business Suite modules and provide APIs to support other applications that have imaging req’s
Content Management capabilities should support extensibility into other areas to increase automation (i.e. compliance)
Flexibility:
Integration must be loosely-coupled and built on a SOA to ease E-Business Suite upgrades and ensure system integrity
Scalability:
Imaging systems must scale to meet all level of enterprise need to optimize cost savings from converting from paper storage
Viability:
Systems should offer an integrated roadmap with E-Business Suite to be able to leverage the latest functionality and ensure long-term ROI 8

9. CONTENT CAPTURE & MATCHING
Complementing Oracle E-Business Suite Accelerating business process automation +
I/PM
CONTENT CAPTURE & MATCHING
USER
DATA ENTRY
SEARCH & RETRIEVE
ROUTING
APPROVAL
MANAGER
WORKFLOW
MONITORING
REPORTING
Oracle is able to meet this market need in a unique way, being the only vendor who can provide and end-to-end solution that optimizes processes automation by bringing together capture and imaging technology with advanced workflow capabilities on one platform, to provide broad-based process automation that can be leveraged throughout the enterprise.
Oracle I/PM enhances E-Business Suite automation on all levels:
At the User Level:
- It automates paper intensive processes by coupling scanning, capture and imaging technology with workflow
- It increases user productivity by providing direct access to search and retrieve digitized content within the context of familiar E-Business Suite interfaces
At the Manager Level:
- It increases response time with advanced business process monitoring and workflow capabilities
At the IT Admin Level:
- It provides high ROI by image and workflow-enabling multiple processes and applications on a single infrastructure
- It lowers costs with a unified store for all digitized documents
- It ensures E-Business Suite system integrity with a loosely-coupled integration built on a services-oriented architecture
- It gives you a foundation to further content-enable business processes with access to integrated records management and document management on the same platform
- It protects your E-Business Suite investment by enabling you to adopt Oracle Fusion technology today
CONTENT MANAGEMENT
IT ADMIN
PERFORMANCE
EXTENSABILITY
CUSTOMIZATION
BUSINESS PROCESS 9

10. Oracle Imaging & Process Management One platform automates all applications
Custom Apps
Payables HR
Contracts
3rd Party Apps
I/PM is an enterprise-wide imaging and workflow platform that content-enables Oracle E-Business Suite, custom and third party applications on a single image repository, with portable workflows that can be “re-used” to accelerate any number of processes
Customers can start by image-enabling an E-Business Suite application such as Payables, and then move on to other applications as it fits their needs, with I/PM’s ROI growing over time as greater process efficiencies are achieved throughout the enterprise, without adding cost or complexity for IT.
The Oracle I/PM “loosely-coupled” web services oriented integration approach allows the I/PM system to be maintained separately from your E-Business Suite environment, thereby ensuring system integrity and giving you the flexibility to maintain and upgrade one system without dependency on the other as there are no “hard-coded” I/PM hooks into E-Business Suite thereby minimizing customization and dependency on consulting services.
API
API
I/PM 10

11. Oracle I/PM & Oracle E-Business Suite Levels of Automation
Low: Back-end capture and archive:
Batch scan and index at process completion
Accessed via searches on image indexes
Mid: Front-end capture and data entry:
Invoices scanned upon receipt
Routed for data entry (key from image)
High: Front-end capture and workflow:
Invoices scanned upon receipt, initiate processes
Process elements automated: PO matching, vendor maintenance etc
Costs drop by roughly 40% for AP departments employing a mid-level of automation, and another 20% for those using a high level of automation.
X`Back end capture and archive:
No changes to paper-based processes
Reduce mailing cost, paper loss and storage cost
Efficient, instantaneous document retrieval e.g. during audits or supplier enquiries
Enforce access control and storage management
Front end capture and data entry
Removes paper from the process
Speeds data entry into ERP systems
Allows image enabled approval processing
Supports data validation against ERP or other back-end systems
Front end capture and workflow
Accelerates approval processing
Reduce late-payment fees and increase early payment discounts
Provides visibility into processing and specific transactions 11

12. Oracle I/PM for Accounts Payable
Demonstration
Oracle I/PM for Accounts Payable
At 6:40 of ‘IPM Overview’ viewlet created by Tepsic. 12

13. Oracle I/PM & Oracle E-Business Suite Integrated User Experience
I/PM is launched from E-Business Suite UI to:
Retrieve associated images
Access work lists
Resolve exceptions
etc.
For the business user, Oracle I/PM leverages Oracle E-Business Suite custom menus, zoom menus and hotkeys to retrieve documents associated with an Oracle record by executing searches against index data captured with the documents in Oracle I/PM. Push data that was entered into an Oracle E-Business Suite screen to Oracle I/PM processes or image field values to establish the relationship between documents and Oracle E-Business Suite records. Data entry via Oracle E-Business Suite screens allows the user to leverage the business rules and validations provided by Oracle E-Business Suite, and then push the final validated data into Oracle I/PM eliminating manual indexing of images.

14. Oracle I/PM & Oracle E-Business Suite Application Extension Framework
Image and process enables business applications
Built on I/PM 10gR3 and SOA Suite 10gR3
Supports E-Business Suite 11i and R12
Minimal application footprint/customization:
UI hooks - buttons/menus to access workflows and images,
Send UI events, respond to UI events, cache session id
Trigger server events e.g. invoice paid
Flexible to enable additional customizations e.g.
Customize data entry screens e.g. frequently used GL codes
Customize process flows or plug in approval rules 14

15. Oracle I/PM & Oracle E-Business Suite Application Extension Framework
List tasks, perform tasks
Access images
I/PM VIEWER
E-BUSINESS SUITE UI
APPLICATION EXTENSION FRAMEWORK
E-BUSINESS SUITE SERVER
I/PM WEB SERVER & BPEL
Send async events (e.g. invoice saved, invoice paid)
Complete tasks and update index values

16. Oracle I/PM & Oracle E-Business Suite Capture Technology
Oracle Capture (via recent Captovation acquisition):
Production/high volume scanning
Distributed/ad-hoc web based scanning
Streamlined indexing with zonal OCR and barcode recognition
Partner Capture Solutions e.g. Kofax:
Advanced capture functionality e.g. document recognition
Printstream and output management:
Print streams and extract metadata at any level
BI Publisher output e.g. invoices, purchase orders

17. Oracle I/PM & Oracle E-Business Suite Workflow (Oracle BPEL Process Manager)
Create, deploy and manage business processes with both automated and human workflow steps:
System integration:
Insert and lookup EBS records
100+ application connectors
Human workflow services:
Task assignment / routing
Multiple workflow patterns
Identity services
Task list
Notification services

18. Oracle I/PM & Oracle E-Business Suite Monitoring (Oracle Business Activity Monitoring)
Real-time visibility into business processes and interactions enables services to be optimized:
Visibility into in-flight processes at the individual and aggregate level
Close to 40 different view types including real-time lists, charts and KPIs
Business user friendly:
- Configurable rules/alerts
- User created dashboards (No programming needed)

19. Oracle I/PM & E-Business Suite Annotation & Redactions
Browser plug-in and zero foot print viewers
Annotate any content: Images, Office documents, ERM/COLD
Markups individually secured. Enforce redactions
No changes to original document
Supports 400+ formats
Secure annotation layer
Document render layer

20. Oracle I/PM & Oracle E-Business Suite Storage Capabilities
Very high volume document storage
Managed in applications for security and behavior
Configurable storage policies:
Leverage fast storage when needed
Migrate across devices to lower TCO
Cross application and secured saved searches
SnapLock
Day 60
Optical, UDO
SAN, NAS
Day 30
Centera
I/PM
Magnetic
Day 120

21. Oracle I/PM & Oracle E-Business Suite Compliance
UNIVERSAL RECORDS MANAGER
Adapter for Oracle Universal Records Manager:
Centralized policies but federated enforcement
HIPPA support:
Auditing
Fine grained security via searches
Redactions
WORM storage
Payables
T&E
Contracts
I/PM

22. Oracle Imaging & Process Management Customer Success22

23. Oracle I/PM Roadmap Imaging Platform for Oracle Fusion Applications
LEASING
T&E
A/P
LEASING
T&E
EMPLOYEE ON-BOARDING
EMPLOYEE ON-BOARDING
SOA SUITE
I/PM
I/PM
SOA SUITE
With the IPM solution presented today, we’re able to offer E-Business Suite customers a productized integration that provides line-of-business users with the key features they need to increase process efficiency, while also giving IT a better infrastructure for deploying across multiple departments, and one that’s easier to maintain and upgrade.
With the 11g release and Oracle Fusion, this goes one step further, with a unified technology stack for all aspects of imaging and process management, with IPM providing the default image repository for Fusion Applications, and BPEL the primary workflow engine. In effect, both technologies become key “Fusion-enablers” to E-Business Suite. In comparison, with point solutions like 170 Systems, you have a disjointed set of technologies that have no integrated roadmap.
The pain that 170 Systems customers are experiencing upgrading to E-Business Suite 12 underscores their product limitations. Not only does our approach to E-Business Suite integration make more sense today, but the story will get better over time, while 170 Systems will conceivably get worse. Oracle’s commitment to the Fusion strategy does not favour the long-term viability of redundant solution technologies such as 170’s. They have already been feeling the heat as their days as an Oracle solution provider appear to be numbered. This is a key point to discuss with IT or at the C-Level; do you want to be the last company to choose 170 Systems?
TODAY
11g 23

24. Why Oracle I/PM & Oracle E-Business Suite
Why Oracle I/PM & Oracle E-Business Suite? Accelerating business process optimization
Single vendor:
End-to-end Oracle solution provides process automation from capture, to storage, to retrieval to archive
Enables workers to access and manipulate imaging content within the context of familiar Oracle Applications
Platform-centric:
Image-enables multiple processes and applications on a single repository
Loosely coupled SOA-based integrations ease administration and system upgrades
Fusion-ready:
Out-of-the-box Oracle Apps integrations available today; will provide the default imaging repository for Fusion Apps tomorrow
Extensible for use with records or document management as a part of a cohesive content management solution 24

25. Q
& A 25