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Traveling? Don’t Forget OIE! A global OIE rollout case study

Traveling? Don’t Forget OIE! A global OIE rollout case study. Nicole Wilson TUSC NCOAUG August 15, 2008. Agenda. Company background Global implementation of OIE Multiple credit card programs Custom credit card charge entry form Custom project entry in OIE Workflow modifications

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Traveling? Don’t Forget OIE! A global OIE rollout case study

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  1. Traveling? Don’t Forget OIE!A global OIE rollout case study Nicole Wilson TUSC NCOAUG August 15, 2008

  2. Agenda • Company background • Global implementation of OIE • Multiple credit card programs • Custom credit card charge entry form • Custom project entry in OIE • Workflow modifications • Reporting • Questions

  3. Company Background • Independent product safety certification organization that has been testing products and writing Standards for Safety for over a century • Over 19,000 types of products, components, materials, and systems are evaluated annually • 21 billion logos appear on 72,000 manufacturers' products each year • Companies and network of service providers include 62 laboratory, testing, and certification facilities serving customers in 99 countries

  4. Global Oracle Implementation • Oracle Modules implemented: • AP • PO • GL • Assets • OIE • CRM and HR had been previously implemented • Regions: • North America • Latin America • Asia • Europe

  5. Advantages to Implementing OIE Employee Benefits • Increased visibility to status of expense reports • Increased visibility to payment information • Increased feedback on required information resulting in reduced payment cycle time • Credit card transaction data would be available online which would ease expense data entry

  6. Advantages to Implementing OIE(Continued) Accounts Payable Benefits • Reduced AP interaction in loading expense reports from Microsoft Excel templates into an online system as employees would enter expense reports online themselves • Decreased AP inquiries related to expense reports status would allow the AP staff to focus on quality expense report auditing • Airline tickets purchased on the prepaid corporate card and by individuals could be more easily reconciled

  7. Advantages to Implementing OIE(Continued) Corporate Benefits • Standardized platform and processes would decrease maintenance and support costs • Increased visibilities to corporate spend which would lead to improved leveraging of purchasing power • Increased visibility to expenses

  8. Global Implementation of OIE • Rollout to US initially • SMEs • Open house demonstrations • Hands on sessions • Online training • User guides • Help desk • Canada, Mexico, Asia, and Europe • Weekly conference calls to support rollout • Onsite training to Canada and Mexico

  9. Multiple Credit Card Programs • Converted airline charges • Direct bill airline charges • US Bank Visa charges • American Express charges

  10. Converted Airline Charges • Had approximately $1 million in non-expensed airline charges at the point of conversion • Created a company pay credit card program for these charges • Imported the charges into Oracle from legacy system

  11. Direct Bill Airline Charges • Created a company pay credit card program to handle charges on a ghost card • Integrated with travel agencies to reconcile charges and fees

  12. US Bank Visa Charges • Created a both pay credit card program for travelers that had individual US Bank credit cards • Developed a pre-processor to handle invalid data

  13. American Express Charges • Migrated to a global credit card program supporting one file format • Created a both pay credit card program for travelers that had individual American Express credit cards • Developed a pre-processor to handle invalid data

  14. Custom Credit Card Charge Entry Form • Allows for reconciliation of converted airline charges • Provides quick tool for research • Provides data entry mechanism for testing

  15. Custom Credit Card Charge Entry Form

  16. Custom Project Entry in OIE • Developed custom process to capture project entry • Utilized certain expense types to identify billable expenses • Setup DFFs to capture project information • Developed custom concurrent process to send project information to legacy system

  17. Workflow Modifications • CEO expense report approvals • Bypassing manager approvals • Policy violations

  18. CEO Workflow Modification • Oracle HR was implemented previously • OIE leveraging the employee/supervisor hierarchy for expense report routing • No supervisor in the system for the CEO • Modified the Manager (Spending) Approval Process workflow

  19. Manager (Spending) Approval Process Workflow Modification – for CEO • Objective: to create a new Oracle Workflow function that will be executed if the “Find Approver” function fails. Because the CEO has no approver, the Find Approver Process will fail. • Assumptions: • Another role will approve CEO expense reports • Profile option OIE: Enable Approver is set to “Yes”

  20. Manager (Spending) Approval Process Workflow Modification – for CEO

  21. Manager Bypass Workflow Modification • Wanted to notify traveler’s manager that an expense report was submitted • Only wanted managers to approve expense reports over a certain dollar amount • Modified the Manager (Spending) Approval Process workflow • Created two new profile options to support workflow modification

  22. Regular Expense Report Approval Process

  23. Manager Bypass Expense Report Approval Process

  24. Manager (Spending) Approval Process Workflow Modification – for Manager Bypass

  25. Policy Violation Workflow Modification • AP could reject expense reports for policy violations • AP rejection will send the expense report to manager for approval or rejection • Added a new lookup value

  26. Policy Violation Workflow

  27. Reporting • Custom queries through Noetix • Allows Purchasing to identify corporate spend • Provides quick summary of expenses by type and amount

  28. Questions

  29. Presenter Information Nicole Wilson TUSC wilsonn@tusc.com

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