Implementing Oracle Financial Analyzer

John Cunningham is currently team leader of the Solution Architects in the Oracle UK Business Intelligence and Warehousing Competency Centre. He is a Chartered Accountant and has experience of working in financial services, the oil industry, public sector and education. Fred Dean and Guy Stevens are partners in Stevens & Dean Consulting and former principal consultants at Oracle Corporation UK, with extensive experience in Oracle Analytic Solutions. Fred has many years experience in the IT industry and has recently worked on projects in the banking and financial sectors. Guy is a Chartered Accountant, and recent projects he has worked on have been in the fast moving consumer goods industry.

CONTENTS 1. INTRODUCTION 1.1 Overview of Oracle Financial Analyzer. 1.2 Objectives of this book 1.3 Road map for the book 2. PROJECT SCOPING FOR ORACLE FINANCIAL ANALYZER 2.1 Identifying the business processes to which OFA can be applied 2.2 Packaged solutions as part of the solution architecture 2.3 Common data sources and business processes 3. ORACLE FINANCIAL ANALYZER KEY FEATURES 3.1 OFA key features and functions 3.2 Controlling the flow of structures and data 3.3 More workstations and their functionality 4. ENTERPRISE ORACLE FINANCIAL ANALYZER, ERP AND THE DATA WAREHOUSE 4.1 The Oracle General Ledger and Oracle Financial Analyzer 4.2 Other ERP systems and Oracle Financial Analyzer 4.3 Operational data stores, the data warehouse and OFA 4.4 OFA, tactical solutions and the data warehouse 5. PROJECT PRINCIPLES 5.1 Sponsorship 5.2 Business process modelling 5.3 Change management planning 5.4 Design of the application architecture 5.5 Database design 5.6 Infrastructure specification 5.7 Documentation 5.8 Roll-out and continuing change management 5.9 Backups, database reorganizations and data archiving 6. CASE STUDY IN THE CONSUMER PACKAGED GOODS (CPG) INDUSTRY 6.1 Company overview 6.2 The requirements of the OFA system 6.3 Sponsorship and change management 6.4 Business process modelling 6.5 Design of the application architecture 6.6 Database design 6.7 Roll-out 6.8 Continuing change management 7. CASE STUDY IN THE FINANCIAL SERVICES INDUSTRY 7.1 Company overview 7.2 The requirements of the OFA system 7.3 Roll-out 7.4 Sponsorship 7.5 Change management 7.6 Requirements 7.7 Design of the application architecture 7.8 Database design: management reporting 7.9 Interface design: management reporting 7.10 Database design: budgeting 7.11 Database design: profitability 7.12 Infrastructure specification 8. CASE STUDIES IN ACTIVITY-BASED MANAGEMENT 8.1 Activity-based costing: the principles 8.2 Oracle Financial Analyzer and activity-based planning and budgeting 8.3 A more detailed look at the generic ABC business process model and OFA REFERENCES APPENDICES A Tuning OFA B Data loading C The GL Link: hints and tips D History, future developments and their potential impact