Applications in Hong Kong: Application Solution and Business Intelligence

(1)

NSS Enriching Knowledge for Information and Communication Technology Curriculum

Series - (2) ICT Development and

Applications in Hong Kong: Application Solution and Business Intelligence

8 Jan 2008

(2)

Application Solutions Application Solutions

and Business and Business

Intelligence Intelligence

( ( 應用方案與商業智能應用方案與商業智能 ) )

Presenter’s Name: Arthur Ng

Presenter’s Title: Director of Sales

Date: 8-Jan-2008

(3)

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract

This presentation may be used internally to educate the field and to facilitate planning, development, and launch readiness for upcoming product releases.

This presentation has also been reviewed and approved by Global Revrec for use at large marketing events that are open to the general public, customer advisory board meetings, and for large user group meetings. External use of this presentation for any other purpose, or making changes to the content of this presentation requires review and approval in advance of the event or meeting by revrec-americasiebc_us@oracle.com.

This presentation should not be distributed or shared with a customer prospect or a small group of customer prospects without prior approval from HQAPP@oracle.com and

revrec-americasiebc_us@oracle.com. This presentation should not be used as the basis for customer delivery commitments or during contract negotiations.

All discussions with customers and partners about future product releases should be in accordance with Oracle’s Revenue Recognition Policy Associated with Future Product Communications.

Terms of Use

(4)

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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement

(5)

Oracle At-a-Glance

Globally…

#1 in Database

#1 in Supply Chain Mgmt

#1 in Customer Relationship Mgmt

#1 in Human Capital Mgmt

#1 in Industries

- Retail

- Communications - Public Sector

- Professional Services - Financial Services

• 275,000 total customers

• 220,000 database customers

• 30,000 applications customers

• 19,000 SMB apps customers

• 30,000 middleware customers

• 17,700 partners

• 60,000 employees

• 14,000 developers

• 7,000 support staff

Founded in 1977. Headquarters in Redwood Shores,

CA with operations in 145 countries.

(6)

Oracle History in Hong Kong

Police Force (Storeman)

Government Logistics Department (PMSU)

Trade Development Council (FMS, BI)

MTRC (Financials, Human Resources, Enterprise Asset Management)

Airport Authority (Financials)

Education Manpower Bureau (Human Resource)

Efficiency Unit 1823 – Call Center (Siebel)

Established in 1986.

Established in 1986.

Over 200 staff in Hong Kong

Over 200 staff in Hong Kong

First RDBMS supplier to the HKSAR in 80

First RDBMS supplier to the HKSAR in 80’ ’s s

Housing Authority (Human Resource)

Treasury (GFMIS – in progress)

Hospital Authority (Full Suite ERP - Recent Win)

Po Leung Kuk (Financials, SCM)

HK Council of Social Services (Financials, HR, SCM)

Hong Kong University (Financials)

Hong Kong Post ( Siebel CRM)

First dedicated Package Provider to the Public Sector:

(7)

Longevity and Continuity in Government

Experience You Can Count On

• Project Oracle, 1977 - CIA, Langley

- Customer No. 1

• 3 of First 5 Customers Were U.S. Federal Government / DoD Intelligence

• Longest Running Relationship With Government of Any Software Vendor

• Public Sector Customers in All 50 U.S. States

• Dedicated Development Organization

• Global Support for U.S. Public Sector (e.g., DoD, State Dept)

(8)

Suppliers Civilian Services

Businesses ns

Other Countries

Regional Governments Labor /

Services

Products / Equipment

Commerce Human Services

Justice Labor

Housing/Urban Dev Transportation

Interior

…

Legislation

Public Safety

Regulations Mgmt Business Services

Licenses/Permits Legal Affairs

Welfare / Aid

National Security

… DEPARTMENTS

SERVICES

The National and Local Gov’t Value Chain

(9)

National and Local Government Drivers

Fiscal Management

• How can we maximize revenue collections without increasing taxes?

• What work processes can

be automated to reduce costs?

Increasing Accountability

• How can I improve tracking and reporting of public funds?

• What is the best way to enforce proper approval and document key decisions / awards?

Citizen Centricity

• What is the best way to improve responsiveness to citizen demands?

• How should cases be distributed to improve workload and consistency of outcomes?

Data Security and Access

• How can I automate collaboration and still protect sensitive data?

• What is the best way to provide controlled, remote access to centrally managed information?

Constituents Suppliers Civilian

Services

(10)

A Need for Change

Leading Trends

• Improved transparency of financial information

• Strategic recruiting and retention of key employees

• Drive toward citizen centricity & improved responsiveness

• Increasing procurement oversight and accountability

• Growing dependence on integrated systems

(11)

U.S. Federal Government Agencies

Get Better Results with Oracle Applications

Did You Know?

15 of 15 U.S. Federal Cabinet-Level Agencies run Oracle Applications

Oracle is the largest applications solutions provider to the U.S. Federal Government

The major U.S. Federal Shared Service Providers (SSPs) run Oracle Applications

Over 100 U.S. Federal Government Organizations

run Oracle Applications

(12)

Did You Know?

U.S. State and Local Governments

Get Better Results with Oracle Applications

11 of the 15 largest U.S. counties run Oracle Applications

35 of the 50 largest U.S. cities run Oracle Applications

38 of the 50 U.S. states run Oracle Applications

(13)

15 of the 25 European Union member nations run Oracle Applications

9 Asia Pacific country governments run Oracle Applications

Regional Government Agencies

Get Better Results with Oracle Applications

16 Latin America and Caribbean country governments run Oracle Applications

Did You Know?

(14)

U.K. Government Agencies

Get Better Results with Oracle Applications

Did You Know?

50 of the largest 75 local authorities run Oracle Applications

The regional governments of Scotland, Wales and Northern Ireland run Oracle Applications

10 of the 15 major government departments run Oracle Applications

Oracle is the largest applications solutions provider

within national and local government in the UK

(15)

Canadian Government Agencies

Get Better Results with Oracle Applications

Did You Know?

Canadian Federal Government standardized on Oracle Human Capital Management Applications 8 of 10 provinces and 2 of 3 territories run Oracle Applications

11 of the largest 15 cities run Oracle Applications

5 Federal Departments run Oracle Financial

Applications

(16)

What PSFT Customers are Saying…

State of Connecticut

“With PeopleSoft Enterprise, it is much easier to track state expenditures because everything comes into one system.

We’re using a standard chart of accounts and a standard program structure, which lets us research and track things more consistently.”

-- Gale Mattison, Exe. Financial Officer

“With PeopleSoft Enterprise, our procure to pay process gives us real-time, accurate information -- Who raised that requisition? Who approved it? Where did the process fail? And because it’s linked to finance, it strengthens our internal

controls.”

-- Nigel Prince, CIO

(17)

What EBS Customers are Saying…

“Oracle HRMS has enabled us, for the first time, to

gather and analyze information about the workforce we employ. We use this information to drive down the costs of sickness, absence, and turnover.”

-- Louise Harrington, HR Advisor

“With Oracle E-Business Suite, we have seen increased productivity in warehouse operations, we have eliminated physical inventory, and automated our procurement

process. All of which has resulted in significant labor

productivity improvement.”

-- Natalie Rivers, Deputy GM

(18)

What Siebel Customers are Saying…

“With Siebel, we have streamlined grant and benefit [case management] processes, improved our responsiveness, and increased our data accuracy. Best of all, though, we are transforming the service we provide to employees and

employers. We have become an agile, citizen-centric agency, focused on helping disabled staff make a valuable contribution to business.”

-- Yves Nonat, CIO

“Siebel is not replacing personal contact, but is

improving the responsiveness and quality of services.

It enables the council to interact more effectively with its citizens to make sure they receive what they want when they want it.”

-- Jonathan Prew, Service Director

(19)

What Customers are Achieving…

reduced annual spend by $76M

saved about $2.5M via improved supplier management cut state budget cycle from months to weeks

cut admin costs 20% & reduced procure-to-pay cycle by 50%

increased productivity of finance staff by 10%

reduced administration costs by $4.5M annually (est)

delivers 700 government services via one integrated system reduced time to resolve benefit claims by 40%

E-Business SuiteEnterprise

Los Angeles

Napa County

Siebel

(20)

A Few More Customers…

PeopleSoft Enterprise

(21)

A Few More Customers…

Oracle E-Business Suite

(22)

A Few More Customers…

Siebel

(23)

Information Portal

Key Performance Indicators & Business Intelligence

Technology Enablers

Data Management – Security – Integration – Tools

HR &

Payroll

Financial

Applications Procurement Citizen Services

Oracle’s Solution National and Local Gov’t

Support for Key Processes

Only Oracle Offers…

9 An Integrated (Yet Modular) Solution Built on Open Standards

9 A Complete Solution: Database, Middleware, Applications, Services

Tax &

Revenue

(24)

n Increase Efficiency and Transparency - Human Capital Management

- Financial Management

- Sourcing and Procurement

o Collaborate to Deliver Citizen Services

p Improve Revenue Generation and Tracking

Information Portal

Technology Enablers

Financial

Applications Procurement

Oracle National & Local Government Solutions

HR &

Payroll

Citizen Services

Tax &

Revenue

(25)

Comprehensive Workforce Lifecycle Mgmt

Nurture the Government-Employee Relationship

• Align recruiting with the needs of the organization

• Plan, budget, and forecast headcount

• Track applicants from recruit to hire and share info enterprise-wide

• Track employee competencies

• Deliver access to blended

learning content and community

• Manage career development

• Automate review processes

• Communicate performance metrics real-time

• Integrate total compensation with employee development

• Provide self-service access to retirement benefits

• Maintain ex-

employee data for archive / compliance

Plan, Recruit

& Hire

Review

& Reward Develop

& Retain

Exit / Retire

•

Streamline Operations with Automation and Self Service

•

Maintain Cycle of Workforce Improvement

•

Centralize Reporting and Analysis Across Organizations

Administer

(26)

9 Improve employee productivity, satisfaction, and retention

Recruiter / Manager

• Browse job openings

• Request notification of openings

• Approve & advertise new jobs

• Coordinate & execute screening

• Progress assessment to offer

• Perform pre-hire checks

• Review recruitment process metrics

Applicant

Internal, External, Contractor

Recruiting Prospect

• Search and apply for jobs

• Monitor progression process

• Initiate and complete administrative processes

Increase Hiring Share Applicant Info Across Enterprise

9 Speed recruiting cycle to retain higher quality applicants

9 Increase match effectiveness by leveraging all openings

Internet Recruiting

Drive Successful Recruiting and Hiring

Direct or Contract

Labor

R ec ru it S cr ee n

Hire &

On-Board

(27)

Integrated Staff Development

Develop and Retain Key People

Resource Management Performance Repository Central Skills Repository

Monitor employee progression, align training with business needs

Facilitate appraisals and performance reviews on-line

Search and assign human resources based skills and track record

Professional Development

Blended Learning Central Skills

Repository

Manage personalized, objective- based career development path Utilize classroom, computer based, and on-the-job training

Self-assess and update competencies

Employees Self-Manage

Career Managers Develop Staff at

Lower Cost

Evaluate

(28)

Total Compensation Management

Motivate and Align Workforce to Achieve Objectives

Total Compensation Model

• Provide a complete picture of compensation and benefits

• Align compensation with business objectives and desired career progression

Flexible Benefits Model

• Enable employees to exercise choice within their compensation packages to maximize value

Automated Compensation Process

• Manage pay progression through grades or by individual salary / wage reviews based on specific criteria

• Lower back-end administrative costs by automating salary and performance review

• Reduce overpayment errors

(29)

Manage Decentralized Resources

Execute Globally, Focus Locally

• Implement consistent policy, procedures, and standards

• Create a single, integrated picture for reporting and analysis regardless of where operations are located

• Enable cross department / agency resource deployment via centrally managed, single database of employee information

• Accommodate local variations for legislative compliance and reporting

(30)

• Lower costs through manager and employee self-service

• Centrally manage departmental requirements to comply with local policies and guidelines

• Analyze workforce management costs and compare with budgets or outside market

Cost-Effective Workforce Management

Decrease Costs While Increasing HR Management Value

• Create a single, integrated picture for reporting and analysis regardless of where operations are located

• Improve efficiency and reduce errors through process automation

• Manage large-scale reorganizations via “mass”

changes to reporting structures, compensation, etc.

(31)

Financial

Oracle National & Local Government Solutions

HR &

Payroll

n Increase Efficiency and Transparency - Human Capital Management

- Financial Management

- Sourcing and Procurement

o Collaborate to Deliver Citizen Services

p Improve Revenue Generation and Tracking

Tax &

Revenue

(32)

Integrated Financial Management Solution

Integrated Intelligence & Performance Mgmt Integrated Back-Office Operations

Integrated Operational Accounting

Operational Reports Compliance

Status

Performance Metrics

•

General Ledger

•

Budgeting

•

Cash & Treasury

•

A/P and Expense

•

Fixed Assets

•

A/R and Billing

•

Purchasing & Inv

•

Property & Lease

•

Maintenance

•

Projects / Grants

•

Service

•

Human Resources Transactions

Payables

Receivables

Applications Supplier &

Employee Self-Service

Portal

(33)

• Drive accountable creation of and

adherence to budget

• Provide visibility across funding and spending entities

9 Requisition for services 9 Contract for goods 9 Disburse funds 9 Define and track allocation levels

9 Secure allocation levels and users 9 Perform online funds check

Appropriate

Measure

9 Adhere to gov’t accounting standards 9 Meet FFMIA** policy

9 Track funds by treasury and federal account symbols

9 Establish and report against KPIs 9 Monitor operational performance

9 Deliver required reporting (FACTS, etc.)

**Federal Funds Management Improvement Act (U.S.)

Oversight **(e.g., OMB*)**

Agencies / Programs

*Office of Management and Budget (U.S.)

Budget and Performance Integration

Ensure Accountability and Consistency

Record Obligate

Report

Outlay

(34)

Automated Payment Control

Tighten Disbursements and Improve Efficiency

• Automate Invoice Processing of Encumbered Funds

• Efficiently Manage & Control the Approval and Disbursement of Cash Outlay

• Maximize Early Pay Discounts

• Collaborate With Suppliers via a Convenient, Role-Based Portal

• Monitor Supplier Performance

Metrics and Compliance to Contracts

• Adhere to the Standards of PPA

¹

(35)

Capture

Applicant Information

Complete Application

Evaluate Application

Disburse Cash

Process Payments

Monitor Account

Activity

Process Delinquencies

Workflow

• Profile (e.g., name, phone, address)

• Collateral / guarantor

• Assign Ts & Cs

• Create amortization schedule

• Assess credit history

• Route for approval

• Collect charges and fees

• Reconcile to bills

• Determine amount, including AR / AP netting

• Track interaction history

Manage to regulatory requirements (e.g., JFMIP²)

• Create extended payment plans

• Convert ARs to loans

• Centralize access to key tasks and information

Agent / Officer Dashboard

• View summary by dollars and percent

- Active - Paid off - Deferred - Delinquent

• Drill-down into individual loan details

Portfolio Mgmt Portfolio

Mgmt

Loan Origination

Funding Funding

Loan Service

2 - Joint Financial Management Improvement Program (U.S.) 2 - Joint Financial Management Improvement Program (U.S.) 1 - EBS Only

1 - EBS Only

Standardized Lending Management ¹

Ensure Informed Lending Decisions and Mitigate Risk

(36)

Asset Lifecycle Management

Lease/Space Management Lease/Space Management

•

Proactively execute terms, conditions and obligations, critical dates

•

Integrate to CAD

systems for interactive space management¹

• Proactively execute terms, conditions and obligations, critical dates

• Integrate to CAD

systems for interactive space management

¹

Facility/Asset Management Facility/Asset Management

•

Plan and execute preventive asset maintenance

•

Streamline execution of facilities requests

• Plan and execute preventive asset maintenance

• Streamline execution of facilities requests

Construction Management Construction Management

•

Capture true cost and capitalization of leasehold improvements

•

Project manage all real estate

development

• Capture true cost and capitalization of leasehold improvements

• Project manage all real estate

development

IT Asset Management

²

IT Asset Management

²

•

Inventory IT assets, reconcile to financial assets, purchase, and redeploy

•

Streamline IT help desk service

• Inventory IT assets, reconcile to financial assets, purchase, and redeploy

• Streamline IT help desk service

Integrated Asset Management

Manage Assets and Control Costs Throughout Lifecycle

(37)

Reliable Financial Reporting

Improve Timeliness and Usefulness of Information

Daily Monthly

Quarterly

Quarterly

Yearly

Yearly

• Rapidly Aggregate Financial

Information Across Different Entities

• Provide Visibility Across All

Department / Management Levels

• Ensure Role-Based Security at Every Level

• Internal Reporting for Operational Management and Improvement

• External Reporting for Submission to Overseeing Agencies

Departments

Agencies

Budget Officers

Program Managers / Officers

(38)

Standardized Financial Processes

Improve Management Effectiveness and Efficiency

Division / Agency Consolidated

Financial Systems

Shared Service Center

Division / Agency

Change Business Process

• Establish standard processes and accessibility to data

• Measure results and solicit feedback

• Guarantee service level agreements

• Enable real-time visibility

Introduce Self-Service

• Increase data accuracy

• Reduce time and costs

• Automatically route reports and

get approvals

(39)

Financial

Oracle National & Local Government Solutions

HR &

Payroll

n Increase Efficiency and Transparency - Human Capital Management

- Financial Management

- Sourcing and Procurement

o Collaborate to Deliver Citizen Services

p Improve Revenue Generation and Tracking

Tax &

Revenue

(40)

• Reduce Spend on Goods and Services

- Realize buying power by consolidating purchasing volumes - Maximize discounts with flexible sourcing methods

- Evaluate / award quickly and consistently with user defined criteria

• Enforce Policy Compliance

- Monitor performance quickly with analysis reports - Manage policy violations by exception

- Integrate to finance with budget-based procurement

• Streamline Procurement Processes

- Gain efficiency via self-service & workflow apps

- Speed collaboration with real-time exchange of docs - Eliminate manual process steps via automatic

processing and approval logic

Advanced Procurement

Dramatically Reduce All Supply Management Costs

(41)

Closed-Loop, Internet Sourcing

Streamline Business Processes to Improve Effectiveness

• Single instance procurement system enables sharing of expertise across functions

• RFQ repository captures knowledge from past sourcing events

• Transformational bid analysis evaluates total costs including intangibles

• Modular deployment enables rapid benefits in days or weeks, not months

• Seamless flow of information to purchasing enables

enforceable/sustainable savings

• Built-in analytics help identify additional savings targets

Source for Lowest Total Cost

Create Immediate and Long-Term Savings

Monitor Performance

• Structured event support streamlines preparation and execution of RFQ / bidding

• On-line negotiations efficiently manage multi- round bidding

• System-generated award recommendations eliminate time-consuming bid analysis

Source More of Your Spend

Identify Opportunities

& Suppliers

Conduct On-Line Negotiations

Analyze

& Award

Approve

& Issue Define

Strategies &

Negotiations

(42)

Process Security • Grant specific permissions to individual buyers

• Provide full access or read-only access to team members

• Secure documents with private, public, and hierarchical access levels Good or

Service Example Duration Focus

Well-Defined Attributes Furniture, Vehicles

Hours Negotiate Best Price Complex,

Project Buildings, Equip

Weeks Meet Need for Many Attribute

Secure, Flexible Negotiation Methods

Support Multiple Sourcing Strategies

• Tailorable scoring attributes and evaluation criteria

• User-definable supplier

classifications (e.g., minority owned, small business, etc.)

• Automatic bid ranking with on-line comparison

• Multi-round negotiations with partial bid, minimum,

increment, and auto-extend RFQ / RFP /

RFI / Quote

Auction /

Bid

(43)

Collaborative Contract Authoring

Create and Enforce Better Procurement Contracts

Buyer

PO / Revisions

Approver

Legal Supplier

Purchase Contract

T’s & C’s Quote

v.1 v.2

• Standardize contract processes to simplify

enforcement, reduce risk, and track commitments

• Streamline negotiation and approval processes to reduce time-to-contract

• Integrate procurement

and contract mgmt

processes to improve

compliance / visibility

(44)

Automated Procure-to-Pay Execution

Control Employee Spending for Goods and Services

• Streamline Employee Ordering

• Enforce Purchasing Policy

• Slash Procurement Costs

Online Catalogs &

Contracts

Receive &

Reconcile

Approval Policies (e.g., Funds Checking)

Review / Approve

Create &

Route PO

Pay Supplier Matching

Rules

Accrue / Relieve Tax Encumbrance Shop &

Order Requisition

(45)

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract BU 1

Source

Request Buy Pay

BU 2

BU 3

Completely Decentralized

BU 1

Source

Shared Service

BU 2

Central Sourcing, Departmental Execution

BU 1

Source

BU 2

Automated financial reconciliation

Complete Shared Services

Shared Services Procurement Support

Achieve Savings via Multiple Models

BU 1

Source

BU 2

Automated financial reconciliation

Transfer to Department

(46)

• What is my commodity spend by department / agency?

• Where is there contract leakage?

• Are we leveraging volume discounts from our suppliers?

• How does a supplier item price compare to the average?

• How does supplier quality compare to my benchmark?

• Are my items delivered on time?

• Am I getting the best service from my suppliers?

• What is my average processing cycle time by department?

• How does the cycle time compare to last month/quarter/year?

• What are the procurement processing bottlenecks?

Spend Analysis

Performance Review

Supplier Performance

Integrated Intelligence Delivers Answers

Identify Improvement Opportunities

(47)

Financial

Oracle National & Local Government Solutions

HR &

Payroll

n Increase Efficiency and Transparency - Human Capital Management

- Financial Management

- Sourcing and Procurement

o Collaborate to Deliver Citizen Services

p Improve Revenue Generation and Tracking

Tax &

Revenue

(48)

Common Information

Repository

Common Information

Repository

360º View of Citizens

• Current Issue Criticality

• Contact Information

• Interaction / Issue History

• Community / Relationships

Provide All Constituents and Agencies a Single Version of “The Truth”

Foundation: Common Info Repository

Capture Cross-Agency Information in Single Location

Consistent Information

• Regardless of Agency / Individual

• Regardless of Timing

• Regardless of Requestor

• Regardless of Type / Topic

Constituents Agencies

(49)

Multi-Channel Constituent Access

Enable Personalized Interaction with Government Agencies

• Efficiently deliver government services and respond to citizen needs

• Reduce costs by enabling self-management of routine processes

• Facilitate transition from self-service to assisted mode at any time

• Support very high volume interactions, both web-based and phone-based

Citizens

Businesses

- Access information

- Manage accounts, pay bills

- Log and escalate issues

- Resolve disputes

- Register service requests

- Create / update cases

Self-

Service

Agent- Assisted

Constituents Activities

(50)

Unified Case Management

Enable Intelligent and Rapid Outcome

Case Initiation

Case Resolution

• Enable a single view of the case, client or suspect across departments

• Convert manual processes with automated, streamlined workflow

• Analyze key processes to improve effectiveness and improve outcomes

Self-Service Call Center

Referral / Inquiry

Fulfill / Notify Assess &

Review Route /

Process

Automated Workflow and Task Support

Campaign / Event Mgmt Quote / Order Mgmt

Field Service

Service Delivery Options

Case Analytics Common Info

Repository

Secure Access Secure Access

(51)

Example: Benefits / Revenue Case Mgmt

Reduce Case Processing Time and Improve Accuracy

•

Identify resource needs

•

Automate task scheduling and assignments to improve caseworker effectiveness

•

Calculate benefits or amounts owed, route for approval

•

Summarize outcome & notify

•

Discover taxpayer relationships and existing financial obligations

•

Utilize standard work plans and eligibility guidelines to improve consistency

• Log application for claimant or beneficiary

•

Leverage single client view to reduce duplication, error, and fraud

Receive Application and Validate

Schedule

& Assign

Review Evidence, Adjudicate

Deliver Benefit, Close Case

Monitor Service Delivery

•

Review and manage exceptions

•

Modify / improve service execution

(52)

Example: Investigative Case Mgmt

Support Situational (Ad Hoc) and Iterative Processes

• Automate tasks to increase investigator efficiency

• Streamline processes to shorten investigation time and increase percentage of successful prosecutions or law enforcement actions

• Provide a single view of case and individuals via a shared repository of suspects, groups, and known associations

Log Referral / Lead

Investigate

Coordinate Internally

Gather Evidence

Detain, Prosecute

Resolve Open

Case

Track Agent / Officer Assignments and Status of Seized Property

Search

Systems

Assign and

Track Leads

(53)

Interdepartmental Collaboration

Automate Manual Processes and Share Information

• Intelligently route workflow requests / approvals, assign activities, and track audit trail

• Conveniently and securely access case details and affected party relationships

• Efficiently manage case work, associated documents, and knowledge base

• Make informed decisions based on an accurate, single source of data

Service Agents

Other Agencies

Knowledge Base Transaction Info

Case details Citizen Info Escalate

(54)

Case Management Analytics

Continuously Improve Processes to Speed Resolution

Evaluate incoming case load and plan support resources based on goals

• Perform outcome modeling to discover relationships between services delivered, population and case resolution

Conduct process reviews

• Compare performance across the organization and against targets

Identify bottlenecks and analyze “root-cause”

• Address process problems and make adjustments as you learn from interactions

Partners Agent Managers Executives

…

- Operational Efficiency - Workloads and

Backlogs

- Performance Scorecard - Work Center

- Targeting and Delivery

Case Management Dashboards

(55)

Financial

Oracle National & Local Government Solutions

HR &

Payroll

Tax &

Revenue

n Increase Efficiency and Transparency - Human Capital Management

- Financial Management

- Sourcing and Procurement

o Collaborate to Deliver Citizen Services

p Improve Revenue Generation and Tracking

(56)

Comprehensive Tax & Revenue Management

Drive Increased Revenue While Reducing Costs

Questions / Disputes

Refunds Returns

Payments

Performance Management Collections

Taxpayer &

Revenue Accounting

Agency Operations

Return Processing Taxpayer Service

Refund & Revenue Disbursement Payment Processing

Taxpayer Registration &

Maintenance

Audit &

Compliance

Tax /

Revenue Sources

• Support a broad range of tax &

revenue agency operations

• Manage multiple revenue sources

9 Single integrated solution

9 Multiple deployment options

9 Highly configurable COTS solution

Data

Hub

(57)

Master Data Management

Consolidate Constituent Data From Across the Organization

• Consolidate taxpayer,

business, and agency data from multiple systems into a central location

• Create & maintain a unique, complete, and accurate

master of information across the entire agency

• Manage the data quality lifecycle and fully automate the organization’s data

governance processes

Trusted Master Data

Oracle

Oracle SAP

SAP

Legacy

Legacy

Data Hub Data Hub

Data Quality

Mgmt

(58)

• Deploy a 360-degree view of all master objects and related information

• Distribute master data as a single point of truth to all operational and

analytical applications in real-time

• Increase speed and efficiency of every interaction

Master Data Management ^(cont’d)

Leverage Accurate Information for a Consolidated Taxpayer View

Data Quality Services Data Quality Services

Integration Services Integration Services

Policies & Business Intelligence Policies & Business

Intelligence

Trusted

Master Data

Customer Care

Enterprise Taxation Management

Case Management

& Dispute

Resolution

(59)

Streamlined Return Processing

Eliminate Inefficient Manual Tasks via Automation

Data Capture

Billing &

Printing Rules

Engine E-Filing

9 Adapt to changing local rules, regulations, and practices with rules-based configuration tables

9 Rapidly resolve exception processing

9 Ensure consistent returns auditing via integrated rules engine

workflow engine

Tax

Calculation Exception

Handling

Data

Processing

& Validation

(60)

Efficient, Multi-Channel Taxpayer Service

Provide Constituents with Fast and Accurate Responses

Web- based

Agent- Assisted

Single Source of Constituent

Information

Single Source

of Constituent Information

• Align constituents and agents based on business rules and policies

• Support any service need such as information requests, bills, disputes, etc.

• Automatically flow contextual information to agent for more effective interactions

• Provide accurate and knowledgeable service via integrated knowledge base

• Support efficient guided interactions with comprehensive scripting

Citizens

Businesses

(61)

Integrated Systems Drive Better

Decision Making

(62)

What are my current labor costs per department / agency?

How well am I adhering to my budget this month?

What are my contract utilization and leakage rates?

Who are my top suppliers by commodity and how are they performing?

Which personnel and departments have completed required training ^?

Deliver Actionable Business Intelligence

Timely, Accurate, Relevant

– Objective: Set institutional targets

– Fact: Provide performance-based metrics

– Exception: Continuously evaluate performance Manage By…

How much have we spent on maintenance services this period?

(63)

Deliver Actionable Business Intelligence

Better, Faster Decision Making at Dramatically Lower Cost

• Out-of-the-box management reporting system

• Summary

information with intuitive drill down

• Role-based views:

- Human Resources - Purchasing

- Finance - Asset Mgmt - Project Mgmt - Logistics

Links Links

Reports Reports Graphs

Graphs Performance

Performance Measures Measures Real

Real--Time ResultsTime Results

Flexible Flexible Comparisons Comparisons

Flexible Time Periods Flexible Time Periods

(64)

Oracle National and Local Gov’t Solutions

• Automate workforce management to hire, develop, and retain key people while lowing staffing costs

• Align skills & total compensation with organizational goals

• Improve citizen services by providing convenient and secure Internet access to personal / government information

• Speed issue resolution via integrated case management

• Utilize web-based sourcing to reduce procurement spend

• Enforce negotiated agreements by integrating contract management with procure-to-pay execution

• Integrate financial information to ensure accurate, consolidated planning, budgeting and reporting

• Standardize financial processes with shared services

• Achieve consolidated taxpayer view via master data mgmt

• Improve revenue collection while reducing costs through enterprise taxation management

Collaborate to Deliver Citizen

Services Collaborate to Deliver Citizen

Services

Increase Efficiency and Transparency:

Sourcing & Procurement Increase Efficiency

and Transparency:

Sourcing & Procurement Increase Efficiency and Transparency:

Financial Management Increase Efficiency

and Transparency:

Financial Management

Improve Revenue Generation and

Tracking

Improve Revenue Generation and

Tracking

Increase Efficiency and Transparency:

Human Capital Mgmt Increase Efficiency

and Transparency:

Human Capital Mgmt

(65)

Oracle In Government

Tailored to Meet Key Needs of the Public Sector

(66)

OVERVIEW

• 2nd largest city in the U.S. with population of 4 million

• 40 separate agencies comprising $800M in annual spend with 10,000 suppliers

CHALLENGES / OPPORTUNITIES

• Improve procurement analysis capabilities for users

• Reduce reduce procure-to-pay cycle time and annual purchasing costs

SOLUTIONS

Live on PeopleSoft Enterprise

• eProcurement

• Strategic Sourcing

• eSupplier Connection

CUSTOMER PERSPECTIVE

“With the system two years into production, it has met the evaluation team’s assessment of PeopleSoft Enterprise very well. The

integrated functions between purchasing, receiving and accounts payable have given users much improved procurement analysis capabilities and greatly reduced the procure- to-pay cycle time.”

-- Flora Chang, Dir of General Svcs Dept

RESULTS

• Achieved savings of $76M in annual spend

• Earns $4M annual savings from early payment discounts

• Cut the number of purchasing contracts by over 50% (from 2,000 to 900), resulting in 9.5% average savings

• Reduced average payment time from 42 days to 7 days and earned early payment discounts on 92% of all invoices

City of

Los Angeles

(67)

OVERVIEW

• New Zealand’s postal service based in Wellington, NZ

• Revenue US$680M with 10,000 employees (including 2,500 contractors)

• Government-owned, but privately operated enterprise in a deregulated market

CHALLENGES / OPPORTUNITIES

• Consolidate and validate financial information from 30 separate business units (and disparate data sources) for period close processing

• Improve supplier visibility and

consolidate spending to fewer suppliers SOLUTIONS

Live on PeopleSoft Enterprise:

• General Ledger

• Payables

• Asset Mgmt

• Projects

• Purchasing

CUSTOMER PERSPECTIVE

“With PeopleSoft Enterprise, our procure to pay process gives us real-time, accurate information -- Who raised that requisition?

Who approved it? Where did the process fail? And because it’s linked to finance, it strengthens our internal controls.”

-- Nigel Prince, CIO

RESULTS

• Reduced financial period close time by 50%

• Saved about US$2.5M through improved supplier management

• Cut infrastructure costs by approximately US$6.8M

• Analyzes real-time financial information for improved performance management

• Centrally manages procurement via automated procure-to-pay processes

• eProcurement

• Human Capital Mgmt

• Performance Mgmt

• Government Portal

(68)

OVERVIEW

• City of Winnipeg, Manitoba, Canada

• $700M operating budget with 8,000 employees

CHALLENGES / OPPORTUNITIES

• Perform position & employee budgeting across 15 different departments

• Enforce budgets at various levels including branch, division and departmental

• Adhere to collective bargaining

agreements with eight different labor unions

SOLUTIONS

Live on PeopleSoft Enterprise:

• Human Capital Mgmt

• Financial Mgmt

• Enterprise Performance Mgmt

CUSTOMER PERSPECTIVE

“Our elected officials are judged in terms of the services they deliver to taxpayers, not on what our departments do. Using PeopleSoft Enterprise budgeting, we can show taxpayers exactly how much is being spent on critical public services.”

-- Bob Gannon, CFO

RESULTS

• Anticipates financial payback in about seven years with a net present value benefit of $19M over 12 years

• Performs budgeting using data from integrated payroll and human resource systems

• Views financial data at department, division, account, and program level

• Utilizes “Commitment Control” to enforce

budgets to prevent spending overrun

(69)

OVERVIEW

• Cabinet-level department of the U.S.

dedicated to ensuring fast, safe, efficient, accessible and convenient transportation

• $58.4B Annual Budget

• Comprised of 13 autonomous agencies CHALLENGES / OPPORTUNITIES

• Unite the various agencies’ financial systems onto a common, web-enabled infrastructure based on "commercial off-the-shelf" software

• Centralize and standardize core

business processes across the DOT &

provide shared services to other smaller agencies

SOLUTIONS

Live on Oracle E-Business Suite:

• U.S. Federal Financials

• Project Billing/Costing

• Financial Analyzer

CUSTOMER PERSPECTIVE

“Our elected officials are judged in terms of the services they deliver to taxpayers, not on what our departments do. Using PeopleSoft Enterprise budgeting, we can show taxpayers exactly how much is being spent on critical public services.”

-- Bob Gannon, CFO

RESULTS

• Achieved annual savings of $20+ million since 2003

• Anticipate 78% ROI in five years (post implementation)

• Reduced year-end close time from 15 days to less than 1 to meet OMB requirement

• Enables DOT compliance with

requirements of the FMFIA1 including standard general ledger (SGL) regulations and JFMIP2 guidelines

US Department of Transportation

• Asset Mgmt

• Order Mgmt

(70)

OVERVIEW

• Oversees North America’s largest public housing program

• Manages over 2,700 buildings

• 420,000 people live in New York City Housing Authority housing developments CHALLENGES / OPPORTUNITIES

• Homegrown and vendor legacy systems were expensive and did not meet management’s information needs

• Gain tighter visibility and control over spending

SOLUTIONS

Live on Oracle E-Business Suite:

• iProcurement

• Purchasing

• Inventory

• Financials

• Budgeting

CUSTOMER PERSPECTIVE

“We have seen increased productivity in warehouse operations, we have eliminated physical inventory, and automated our procurement process. All of which has resulted in significant labor productivity improvement.”

-- Natalie Rivers, Deputy GM.

RESULTS

• Cut purchasing costs by $1.5M annually and reduced maverick buying

• Saves estimated $4.5M annually from improved admin productivity

• Achieved positive project cash flow with estimated $105M total benefit

• Cut staffing costs by around 30% while complying with new financial-reporting requirements

• Reduced an estimated $46 million of excess inventory

• Fixed Assets

• Grants

• Human Resources

• Order Management

• Cash Management

(71)

OVERVIEW

• $2.3B+ R&D laboratory tasked with ensuring the safety, security,

and reliability of the United States’ nuclear arsenal

• Division of US Department of Energy with over 8,600 employees

CHALLENGES / OPPORTUNITIES

• Increase system efficiencies and

streamline financial and mfg processes

• Adopt more effective business processes by implementing COTs software

SOLUTIONS

Live on Oracle E-Business Suite:

• Procurement

• iSupplier Portal

• Financials

• Projects

• Manufacturing

RESULTS

• Over $11 Million in savings over existing homegrown systems

• Expect additional savings of $1M per year

• Increased buyer productivity by 83%

• Reduced headcount by three FTEs in AP department; reduced batch process time by 23%

• Consolidated manufacturing data

• Successfully upgraded from 10.7 to 11i,

few customizations

(72)

OVERVIEW

• French agency responsible for facilitating the employment and retention of workers with disabilities

• Provides over $390M in subsidies to over 200,000 citizens annually

CHALLENGES / OPPORTUNITIES

• Improved citizen satisfaction while increasing internal efficiency

• Streamline grant and benefit processes while improving responsiveness and increasing data accuracy

SOLUTIONS

Live on Siebel Public Sector:

• Benefits Case Management

CUSTOMER PERSPECTIVE

“With Siebel, we have streamlined grant and benefit processes, improved our responsiveness, and increased our data accuracy. Best of all, though, we are transforming the service we provide to employees and employers. We have become an agile, citizen-centric agency, focused on helping disabled staff make a valuable contribution to business.”

-- Yves Nonat, CIO

RESULTS

• Reduced time to resolve claims by 40%

• Improved time to notify recipients to 24 hours from 7 days

• Implemented at 18 sites nationwide to

provide 280 staff members with a single,

multi-channel view of citizens and their

employers

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CUSTOMER PERSPECTIVE

“Our vision is to reorganize and refine our tax collection process to become one of the most efficient and accurate in the world. Not only does Oracle have a functionally robust solution, especially in respect to credit and collections, but just as importantly, they were a vendor who truly listened, understood our business processes and objectives, and demonstrated how they would address our business concerns. ”

-- Peter Jongkind, Dutch Tax Authority

Applications in Hong Kong: Application Solution and Business Intelligence

NSS Enriching Knowledge for Information and Communication Technology Curriculum

Series - (2) ICT Development and