A leader in the aviation industry that specializes in air transport communications and IT solutions.
The organization employs close to 5000 people across 197 countries. With over 2800 customers, they are a household name in the aviation industry, and provide unique services that covers close to 90% of flyers.
The organization adding 74 new entities across the globe necessitated a rapid expansion plan which included the implementation of multiple instances of Oracle ERP and their configuration. Here’s what the scope included:
1. First Sprint to setup 6 entities
2. Second Sprint to setup other 68 entities
3. To deploy 74 new entities into Production
The detailed level scope, of the ERP modules and its respective setups are shown below:
General Ledger
Create New Legal Entity, Ledgers, Document sequence, security rule. Inclusion of ledger in Ledger sets, CV rules, Auto Post Criteria, lookups, request sets
Accounts Payables
Setup Security Profile options, Financials Options, Payables Options, Report Definition in SLA, Sequential Numbering,
Sequential Numbering Assignment, Add new program to for entity parameter to AP request sets, Add new entity value sets and Payment Process Profiles
Accounts Receivables
Set AR Profile options at org level, Setup AR Transaction Type, Auto Accounting setup, Item Validation Organization, Remit To Address, Transaction Source, System options, Document Sequence, addition to AR Request Set
Fixed Assets
Book Control creation, Asset Categories Creation, Add Entity to FA request Set
AGIS
Setup Internal AP Supplier , Internal customer, Intercompany Org, Customer Site, Supplier Site, Customer and Supplier Associations, Org Access assignments
EBTax
Setup Party Tax Profiles, Subscribe New Entity to Regime, Add Tax Accounts, Subscribe New Entity to Cross-Border regimes, Entity based Tax Rules
iExpenses
Setup iExp Context, expense template, Self-Service (Custom functionality), various schedules, , Exchange Rate Behavior, Audit Rules, Detection Rules
Oracle Projects
Setup Implementation Options, Rate Schedules, Project Types, Templates, Template Task Structure, Receiver Controls, Auto Accounting Rules, Labor Costing Rules
Oracle Time and Labor
Setup Preferences, TK Group and entity specific responsibilities
Purchasing
Setup Inventory Organization, Approval Group, Approval Group Assignment, Purchasing Options, Receiving Options, Document Types, Tolerances Setup, profile options, lookups
iProcurement
Creation of Content Zones and Smart form, Assign Content Zones and Smart forms to Stores, Personalization for new entity specific Requester responsibility
The business was running on Oracle eBusiness Suite R12.2.7. Planning was done on Hyperion, and OBIA was used for Reporting. The integrations across them needed to be seamless.
New entities were created manually, on a need basis, such as an acquisition or for legal / business requirements. The manual process was extremely time consuming, and was prone to rework and errors.
They were in dire need of an automated process with the ability to learn from previous mistakes.
The organization had heavily customized their existing applications, which meant the 74 new entities also had to have them. Improving and maintaining data quality was also of utmost importance.
They were also in need of a governance process to ensure that data is kept clean.
The biggest challenge technically was to enable a repeatable process that can satisfy their needs, and have a success rate of at least 90%. This was achieved by the following approach:
While the implementation of 74 instances in 6 weeks sounds like a herculean task, there were a few strategies that helped the business achieve the seemingly impossible:
1. Legal Entity Copy
2. General Ledger Copy
3. Operating Unit Copy
4. Inventory Org Copy
5. Other Subledger Modules Copy
Here’s the high-level logical flow that constituted the repeatable solution:
dataZap - Pre-Configured Templates & Migration Engine to Extract, Transform, Pre-Validate, Load, Reconcile & Report.
