About Ecumen
Headquartered in Shoreview, Minnesota, Ecumen was known by the name “Lutheran foster care for refugees in Minnesota” at the time of its inception in 1862. It is a non-profit organization, offering a variety of senior housing options and services. These include cooperative senior housing, independent living, assisted living, long-term care, short term habilitation care, home care, and hospice. In addition to this, they specialize in providing senior housing development, clinical housing development, and senior housing management services.
The Challenges
Ecumen being a massive organization, had several financial processes which were siloed and hence they were unable to get a comprehensive picture of the organization’s financial activities. They wanted to compare the actual spending against the allocated budget, which was initially not possible as there was no link between their budgeting system and the ERP solution. In addition to this, they wanted to embark on their cloud journey and replace their on-premise ERP system to derive optimal value from the available data and deliver focused patient care.
The professionals were manually making entries into their financial system which consumed time and effort and increased the probabilities of errors. Ecumen was looking for a system that standardizes their chart of accounts and enterprise structure. Furthermore, they wanted the Medicaid and HUG reports to be generated directly from the system on the basis of the chart of account mapping and not from different ledgers. They also wanted to improvise their inventory management processes and closely monitor the quantities of the goods and equipment being utilized.
Challenges
Application programing interfaces (APIs) underpin common actions such as posting on social media or buying a concert ticket online— they are key to bridging the gap between legacy applications and innovative digital solutions.
APIs enable Chief Information Officers (CIOs) and Chief Digital Officers (CDOs) to develop a strategy that enables application modernisation and reduces the friction between legacy and modern systems.
SACC wanted to migrate from on-premise SAP ERP to Oracle Cloud Services. They have been using SAP since 2009. The most challenging part here was they wanted the implementation within a span of 12 weeks. Moreover, the full project Functional Requirement Scope of Work was not decided before the project was initiated.
In this 12-week period, Key User Training also needed to be conducted, in addition to the full data migration from SAP to Oracle Cloud.
Additionally, SACC needed to generate TB at multiples of COA. They also wanted to customize their view based on profitability at multiple levels including region-wise, division-wise, project-wise, and department-wise.
SACC wanted to migrate from on-premise SAP ERP to Oracle Cloud Services. They have been using SAP since 2009. The most challenging part here was they wanted the implementation within a span of 12 weeks. Moreover, the full project Functional Requirement Scope of Work was not decided before the project was initiated.
In this 12-week period, Key User Training also needed to be conducted, in addition to the full data migration from SAP to Oracle Cloud.
Additionally, SACC needed to generate TB at multiples of COA. They also wanted to customize their view based on profitability at multiple levels including region-wise, division-wise, project-wise, and department-wise.
A UK government department has a back-end tidal protection system, built using accurate and reliable data from the UK’s largest network of tidal stations. They need to make this prediction capability available as an API to developers across the UK using a subscription (paid and free) model.
About Client
The client is headquartered in New Zealand and invests in natural disaster research, education, and providing insurance to property owners for the damage caused by natural disasters like earthquakes, landslides, volcanic eruptions, hydrothermal activity, and tsunamis. They are committed to reducing the impact of natural disasters on people and communities.
The Challenge
There was no mechanism to interact with enterprise data. Store associates did not have a way to look up customer profile, purchase history, loyalty points, rewards, coupons, offers, etc.
Implementation
- Since they were using Hadoop as their primary driver for the data source, we first had to perform file-based integrations to ensure seamless migration to the new data. This also involved multiple validations to ensure zero data discrepancy and resolve any sort of duplication of preliminary records.
- We ensured maintaining separate hierarchies for the cost allocation and for the report generation, as required by the client in their scope. However, we had to reconcile these two hierarchies to generate a consolidated report for the business.
- We also implemented Oracle APEX solution to maintain the dimensions survey. Using this, the user can log in to the system and enter their details. We enabled features like bulk upload, single row insertion or update to maintain the dimension sanctity. We also kept validations in place ensuring that the data entered meets all the system requirements, eliminating information and data duplication.
- Oracle APEX solution was required to ensure that accurate dimension data is integrated with the Oracle PBCS (Planning and Budgeting Cloud Service), where the entire General Ledger (GL) data and the driver data are reviewed before they are approved and updated in the Oracle PCMCS (Profitability and Cost Management Cloud Service) for the segment, regional and site-level allocations.
- Since they were using Hadoop as their primary driver for the data source, we first had to perform file-based integrations to ensure seamless migration to the new data. This also involved multiple validations to ensure zero data discrepancy and resolve any sort of duplication of preliminary records.
- We ensured maintaining separate hierarchies for the cost allocation and for the report generation, as required by the client in their scope. However, we had to reconcile these two hierarchies to generate a consolidated report for the business.
- We also implemented Oracle APEX solution to maintain the dimensions survey. Using this, the user can log in to the system and enter their details. We enabled features like bulk upload, single row insertion or update to maintain the dimension sanctity. We also kept validations in place ensuring that the data entered meets all the system requirements, eliminating information and data duplication.
- Oracle APEX solution was required to ensure that accurate dimension data is integrated with the Oracle PBCS (Planning and Budgeting Cloud Service), where the entire General Ledger (GL) data and the driver data are reviewed before they are approved and updated in the Oracle PCMCS (Profitability and Cost Management Cloud Service) for the segment, regional and site-level allocations.
The Solution
We implemented Oracle Financial Cloud for Ecumen to unify their different financial management processes and get a clear view of their financial health. We created a consistent and centralized chart of accounting structure with an additional report generation facility. With Oracle Planning, the budgeting and forecasting entries were automated and stored in a centralized location. Using the Oracle Self Service Procurement Cloud, Ecumen was able to automate procurement approval and vendor management processes. The billing and clinical systems were integrated to address their administrative needs. Finally, sub-ledgers were created to address Ecumen’s requirement of generating HUD and Medicaid reports from a single system.
- Firstly, we started with finalizing on the project functional scope within the first 21 days of assessment of business requirement and design. .
- We then started working on automating the business processes, followed by identifying regions as business units for security purposes. Data security, user security, and report security were ensured. An additional segment was created for Projects in COA to track profitability either at customer or at client levels.
- Created Lookup codes to track suppliers and customers from various countries and divisions.
- Assigned secondary BSV qualifier to generate trial balance at multiple levels.
- Workaround solution provided in Automatic Position Code Generation.
- Minimized manual work by uploading the transactions through Excel sheets.
- With the help of online forms, we were able to eliminate major paperwork for employee transactions.
- A semi-automatic solution was provided for the sick leave application to use Qualification Plan as per Saudi Labour law regulation.
- The key user training for Oracle Cloud Solutions was conducted in batches of 15 users over a duration of 10 days. Overall, the training was conducted for 20 days during the 12 weeks of implementation.
- Full data migration from SAP to Oracle Cloud took place twice in these 12 weeks of implementation. The first time it took place during the UAT phase, and the second time during the production phase.
The Solution
We implemented Oracle Financial Cloud for Ecumen to unify their different financial management processes and get a clear view of their financial health. We created a consistent and centralized chart of accounting structure with an additional report generation facility. With Oracle Planning, the budgeting and forecasting entries were automated and stored in a centralized location. Using the Oracle Self Service Procurement Cloud, Ecumen was able to automate procurement approval and vendor management processes. The billing and clinical systems were integrated to address their administrative needs. Finally, sub-ledgers were created to address Ecumen’s requirement of generating HUD and Medicaid reports from a single system.
- Firstly, we started with finalizing on the project functional scope within the first 21 days of assessment of business requirement and design. .
- We then started working on automating the business processes, followed by identifying regions as business units for security purposes. Data security, user security, and report security were ensured. An additional segment was created for Projects in COA to track profitability either at customer or at client levels.
- Created Lookup codes to track suppliers and customers from various countries and divisions.
- Assigned secondary BSV qualifier to generate trial balance at multiple levels.
- Workaround solution provided in Automatic Position Code Generation.
- Minimized manual work by uploading the transactions through Excel sheets.
- With the help of online forms, we were able to eliminate major paperwork for employee transactions.
- A semi-automatic solution was provided for the sick leave application to use Qualification Plan as per Saudi Labour law regulation.
- The key user training for Oracle Cloud Solutions was conducted in batches of 15 users over a duration of 10 days. Overall, the training was conducted for 20 days during the 12 weeks of implementation.
- Full data migration from SAP to Oracle Cloud took place twice in these 12 weeks of implementation. The first time it took place during the UAT phase, and the second time during the production phase.
The UX and SEO audits were comprehensive and provided actionable insights that informed our digital roadmap. The team showed a genuine understanding of our business, allowing us to prioritize several site updates and realize measurable business value.
–CHIEF DIGITAL OFFICER
The UX and SEO audits were comprehensive and provided actionable insights that informed our digital roadmap. The team showed a genuine understanding of our business, allowing us to prioritize several site updates and realize measurable business value.
CHIEF DIGITAL OFFICER
The Outcome
Automated business processes in Finance and HCM-Payroll including Payslip distribution.
Eliminated manual work by using the excel upload of AP and AR transactions in the Finance Application.
Automated inter-branch (between regions) transaction of Receivable and Payable processes.
Centralized control of receipts and payments.
Eliminated paper work by using online forms in HR Self Services and its online approval process.
Online approval process for various employee transactions, such as employee expense approval, leave approval, and various other employee transactions as per SACC Policy.
With the updated region-wise system security implemented, we ensured data security and user security by region. It provided with an ability to process transactions and view data region-wise. It ensured that one region cannot view or transact another region’s transaction and data. Additionally, with user security, reports can be run only by the users of the respective regions.
Ensured reduce dependency on the parent company for Period Closing and other resources in the newly implemented system.
Achieved a rapid implementation through deployment of the Oracle Unified Methodologies and migrated SAP ERP on-premise to Oracle Cloud Services.
With the rapid implementation approach and preventative risk management, we were able to identify the risks to avoid delays in the project.
Provided solutions to create dynamic dashboards for interactive reporting, along with the business process automation.
Suggested a change in management as per internationally recognized standards and locally-required regulations.
The Outcome
Ecumen was able to acutely monitor its procurement processes as the number of vendors was reduced from 15,000 to 3,000. Since the cheques were now electronically connected to the invoices in the Oracle Cloud applications, the number of check printed copies was lowered from 600/week to 350/week moving them forward towards becoming a sustainable organization while visualizing data from a single source. The increase in the influx of electronic invoices from 50% to 80% promoted visibility and transparency across the entire financial process.
Ecumen maintained better cash flow with Oracle Cloud solutions. The Oracle Transactional Business Intelligence (OTBI) reports gave C-suite professionals extensive insights into the real-time transactional data and enabled them to study the data patterns so that they can initiate informed actions. The integration of payroll data for EPM budgeting enabled them to synchronize budget and actual spending and prepare a detailed financial analysis of the same.
The automation of manual processes enabled them to give room to their staff to focus on other crucial initiatives. The mobile workforce was able to access the required data from their devices to deliver quick and superior care & improve resident satisfaction. Oracle Planning’s predictive capabilities and easy to understand dashboard enabled them to have an unparalleled insight into their forecasting and budgeting activities. With the latest technology solutions now driving their infrastructure, they were able to remodel their business processes and make them more compliant with global standards.
Automated business processes in Finance and HCM-Payroll including Payslip distribution.
Eliminated manual work by using the excel upload of AP and AR transactions in the Finance Application.
Automated inter-branch (between regions) transaction of Receivable and Payable processes.
Centralized control of receipts and payments.
Eliminated paper work by using online forms in HR Self Services and its online approval process.
Online approval process for various employee transactions, such as employee expense approval, leave approval, and various other employee transactions as per SACC Policy.
With the updated region-wise system security implemented, we ensured data security and user security by region. It provided with an ability to process transactions and view data region-wise. It ensured that one region cannot view or transact another region’s transaction and data. Additionally, with user security, reports can be run only by the users of the respective regions.
Ensured reduce dependency on the parent company for Period Closing and other resources in the newly implemented system.
Achieved a rapid implementation through deployment of the Oracle Unified Methodologies and migrated SAP ERP on-premise to Oracle Cloud Services.
With the rapid implementation approach and preventative risk management, we were able to identify the risks to avoid delays in the project.
Provided solutions to create dynamic dashboards for interactive reporting, along with the business process automation.
Suggested a change in management as per internationally recognized standards and locally-required regulations.
For the first deployment, in a city that averages 60,000 violations per day with multiple images per violation – Volteo Edge’s solution relays over 100 alerts per day to Verra that would otherwise have been missed. The 14 people who had been tasked with image quality control were reassigned to more productive work. Due to its effectiveness, the solution is set to be expanded to Vera Mobility’s newly acquired business entities and customers as well.
Automated business processes in Finance and HCM-Payroll including Payslip distribution.
Eliminated manual work by using the excel upload of AP and AR transactions in the Finance Application.
Automated inter-branch (between regions) transaction of Receivable and Payable processes.
Centralized control of receipts and payments.
Eliminated paper work by using online forms in HR Self Services and its online approval process.
Online approval process for various employee transactions, such as employee expense approval, leave approval, and various other employee transactions as per SACC Policy.
With the updated region-wise system security implemented, we ensured data security and user security by region. It provided with an ability to process transactions and view data region-wise. It ensured that one region cannot view or transact another region’s transaction and data. Additionally, with user security, reports can be run only by the users of the respective regions.
Ensured reduce dependency on the parent company for Period Closing and other resources in the newly implemented system.
Achieved a rapid implementation through deployment of the Oracle Unified Methodologies and migrated SAP ERP on-premise to Oracle Cloud Services.
With the rapid implementation approach and preventative risk management, we were able to identify the risks to avoid delays in the project.
Provided solutions to create dynamic dashboards for interactive reporting, along with the business process automation.
Suggested a change in management as per internationally recognized standards and locally-required regulations.
The solution helped Intel to provide its employees with a more pleasant and productive work environment, from ensuring energy-efficient environmental controls to the avoidance of frustrations associated with parking and cafeteria queues or searching for workspaces, resulting in improved employee retention.
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