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ERP Essentials – Business Process Design, Optimization, Reporting Requirements

Focus And Dedication Got Her Far

ERP Essentials – Business Process Design, Optimization, Reporting Requirements

Know Your Audience

If you think about the make up of your company, in terms of personnel and the roles they play, no matter what level someone sits at, CEO, Line Manager, down to Assembler, you can describe that person as a creator of data or a consumer of data, and in many cases perhaps both.

It’s important to understand the needs of the data consumers either before trekking down an ERP implementation or certainly no later than the first stage.  From the top of the organization − CEO straight down to all levels of management − you’ve got to understand the decisions they make and what data they need to make those decisions. The CEO, COO, CFO, CIO… basically the needs of the top .01% of your company will drive how everything works from that point down.

Identify Reporting Needs Early and from the Top Down

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After many years of working and managing large ERP projects, there is no doubt that this effort should be performed upfront and from the top down.  Why?  Because each level of reporting from the top will drive the next level of reporting, the next level, the next, etc.  Down to the point where the line manager can tell the VP Operations and VP of Finance the number of units produced, the defect rate, the % of scrap, etc. which in turn allows those VPs to make decisions about efficiencies on the line, how to manage cost variances, make projections on profitability and update standard costs.  In turn, their managers can make plant capacity decisions, engineering considerations, and quality control recommendations.

If the lowest level line manager understands what the needs are of management, they will be able to articulate their data requirements, which in turn will drive what data is captured in the system, when it is captured and drive that data directly to the consumers that need it in real-time.

Outputs Drive Inputs


Make No Assumptions That “what you are doing today” is “Best.”

Should you replicate what you are doing today in your ERP upgrade or move to the cloud?  Many of your reporting requirements are simply because “we’ve been doing it that way for 20 years,”… and consumers of data are now struggling to get what they need, in many cases, relying on inputs into manual spreadsheets.  If you’re still doing this after the ERP implementation, suffice to say you did not get the maximum bang for your buck.

Allow yourselves the time, effort, and budget to understand your organization’s reporting needs upfront before you define your new business process.  Each reporting requirement can then be mapped into business processes. The project team can ensure the organization’s data and reporting requirements are met before the design is finalized.

Consider the effort you are embarking on will last a full generation before it is done again, if ever also.  Engage all management levels early, keep them on your radar, provide samples of reporting along the journey and ensure you are all in lockstep agreement.

If you upgrade your Oracle EBS or move into ERP Cloud, Perficient is here to enable your organizational success. Reach out to Perficient today to hear more about our approach, methodology, capabilities, and speak to our references.

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Matt Makowsky

Matthew is the managing director of Perficient's Oracle ERP practice. He has 19 years of experience in Oracle Financial Applications which include 5 large-scale, global, full cycle implementations across multiple industries and multiple countries across Europe and Latin America, plus upgrades across many release of Oracle EBS.  Matthew has extensive application experience in General Ledger, Accounts Payable, Accounts Receivable, and Fixed Assets.  In addition he has managed implementations ranging from 2-3 people to as many as 100 people.  Matthew is personable, and has both excellent written and verbal communication skills.  Matthew has experience conducting workshops– both formal and informal and is charged with driving design sessions.   Matthew’s application experience extends into supply chain modules including purchasing, order management, and inventory, and with that he is able to guide our clients through month end and financial reporting, seamlessly, end to end.

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