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• Your Day-by-Day Guide to Agile PLM at Oracle OpenWorld 2012

  - by Kerrie Foy

  This year’s Oracle OpenWorld conference is nearly here, and we’re all excited about what we have planned! With five days of activities and customer presenters from market leaders and top innovators like The Coca-Cola Company, Starbucks, JDSU, Facebook, GlobalFoundries, and more, this is an event you don't want to miss. I've compiled this day-by-day guide to help anyone keep track of all the “Product Lifecycle Management and Product Value Chain” sessions and activities at OpenWorld 2012, September 30 – October 4 in San Francisco, California.  Monday, October 1 There are great networking activities on Sunday September 30, but PLM specific sessions start after general conference keynotes on Monday, October 1 at 10:45 a.m. at the InterContinental Hotel in room Telegraph Hill. In fact, most of our sessions this year will be held in this room, which is still close to the conference keynotes in Moscone, but just far enough away to allow some focused networking and discussions.   This first session, 10:45 – 11:45 a.m. is a joint session with the Agile and AutoVue teams, entitled “Streamline PLM Design-to-Manufacturing Processes with AutoVue Visualization Soltuions” featuring presenters from Oracle as well as joint AutoVue and Agile PLM customer GlobalFoundries. In the following 12:15 – 1:15 p.m. slot, there are two sessions to choose from, so if you have a team of representatives attending OpenWorld, you may consider splitting up to catch both of these: a) Our General Session will be held in the InterContinental Hotel Ballroom C, which will cover our complete enterprise PLM strategy, product updates, and roadmaps. It’s our pleasure to feature a customer keynote presentation from Chris Bedi, CIO, and Rajeev Sethi, Director IT Business Engagement, of JDSU. b) A focused session on integrating PLM with Engineering and Supply Chain Systems will be held on the second floor of Moscone West (next to the InterContinental) in room 2022. Join to discover how these types of integrations help companies manage common and integrated design information across all MCAD, ECAD, and software components. After a lunch break and perhaps a visit to the Demogrounds in Moscone West, select from two product roadmap sessions in the next time slot (3:15 – 4:15 p.m.): an Agile 9.3.x session located in the InterContinental’s Ballroom C, and an Agile PLM for Process session located back in the InterContinental’s Telegraph Room. Both sessions will have strong content around each product line’s latest releases, vision, and customer examples. We are very pleased to feature Daniel Soosai of Facebook in the A9 session and Vinnie D’Agostino of The Coca-Cola Company in the PLM for Process session. Afterwards, hang in there for one last session of the day from 4:45 – 5:45 p.m.; it’s an insightful discussion on leveraging Agile PLM as the Foundation for Enterprise Quality Management, and it’s sure to be one of the best. In the Telegraph Room, this session will feature Oracle experts, partner co-presenter David Bartlett from CPG Solutions, and customer co-presenter Thomas Crowe, CIO of PL Developments. Hear their experience around implementing collaborative, integrated solutions to ensure effective knowledge transfer throughout an organization, and how to perform analysis in real time to resolve product quality issues swiftly and efficiently. On Monday evening there will be plenty of industry, product, and partner dinners, so take advantage of all the networking opportunities and catch some great tunes at the 5 day Oracle OpenWorld Music Festival! Tuesday, October 2 Tuesday starts early with a special PLM Networking Brunch, sponsored by several partners, from 8:30 a.m. – 10:30 a.m. at the B Restaurant that sits atop Yerba Buena Gardens. You’ll have the unique opportunity to meet with like-minded industry peers and a PLM partner to discuss a topic of your choosing while enjoying a delicious meal. Registration is required, so to inquire about attending this brunch, please email Terri.Hiskey-AT-oracle.com. After wrapping up your conversations over brunch, head over to the Marriott Marquis in the Nob Hill CD room for a chance to experience the Oracle Product Lifecycle Analytics solution in a Hands-On Lab, open from 10:15 a.m. – 12:45 p.m. Experts will be there to answer your questions. Back in the InterContinental Hotel’s Telegraph room, the session on “Ideation and Requirements Management: Capturing the Voice of the Customer” begins at 11:45 a.m. – 12:45 p.m. This may be the session for you if you’re struggling with challenges like too many repositories of customer needs, requests, and ideas; limited visibility into which ideas are being advanced by customers and field resources; or if you’re unable to leverage internal expertise to expose effort and potential risks. This session will discuss how Agile PLM can help you overcome ideation challenges to deliver the right products to their targeted markets and fulfill customer desires. Next, from 1:15 – 2:15 p.m. join us for a session on Managing Profitable Innovation with Oracle Product Lifecycle Analytics. If you missed the Hands-on Lab, have more questions, or simply want to be inspired by the product’s forward-thinking vision and capabilities, this is a great opportunity to meet the progressive-minded executives behind the application. After this session, it may be a good opportunity to swing by the Demogrounds in Moscone West and visit the Agile PLM demos at exhibit booths #81 for Agile PLM for Discrete Manufacturing, #70 for Agile PLM for Process, and #82 for AutoVue and Agile PLM Enterprise Visualization. Check out the related Supply Chain Management booths close by if you’re interested - here's the map. There’s always lots to see and do around the exhibit area. But don’t forget the last session of the day from 5:00 p.m. – 6:00 p.m. in Telegraph Hill on Managing Product Innovation and Compliance in Life Science Companies, a “must-see” if you’re in this industry. Launching innovative products quickly is already a high-stakes challenge, but companies in the life sciences industry face uniquely severe consequences when new products don’t perform or comply as required. In recent years, more and more regulations have become mandatory, and new ones, such as REACH, are currently going into effect for several companies. Customer presenters from pharmaceutical leader Eli Lilly will share how they’ve leveraged Agile PLM to deliver high-quality, innovative products in a fast-paced, heavily regulated market environment. Tuesday evening unwind at the Supply Chain Management Reception from 6:00 – 8:00 p.m. at the premier boutique Roe Nightclub and Lounge, which is located about three blocks down on Howard Street (on the other side of Moscone from the InterContinental Hotel). Registration is required. Click here for the details.   Wednesday, October 3 We have another full line-up on Wednesday, so be ready for an action-packed day. We start with a session at 10:15 – 11:15 a.m. in the Telegraph Room where we have a session on “PLM for Consumer Products: Building an Engine for Quality and Innovation” with featured presenters from Starbucks and partner Kalypso. This is a rare opportunity to learn directly from Starbucks how they instill quality and innovation throughout their organization, products, and processes, leveraging PLM disciplines with strong support from their partner.  If you’re not in the consumer products industry, we recommend attending another session at 10:15 – 11:15 a.m. in Moscone West room 3005: “Eco-Enterprise Innovation Awards and the Business Case for Sustainability” featuring Jeff Henley, Oracle’s Chairman of the Board and Jon Chorley, Chief Sustainability Officer. Oracle will honor select customers with Oracle’s Eco-Enterprise Innovation award, which recognizes customers and their respective partners who rely on Oracle products to support their green business practices to reduce their environmental impact while improving business efficiencies and reducing costs. The awards presentation is followed by a panel discussion with customers and Oracle executives, who describe how these award-winning organizations are embracing environmental initiatives as a central part of their business strategy and how information technology plays a pivotal role. Next at 11:45 a.m. – 12:45 p.m. in Telegraph Hill attend our session devoted to exploring Product Lifecycle Management’s role in Software Lifecycle Management. This is a thought leadership session with Oracle experts in the field on the importance of change management, and we’ll discuss how Oracle has for years leveraged Agile PLM to develop Agile PLM. If software lifecycle management doesn’t apply to your business or you’d rather engage in some lively one-on-one discussions, we also have a “Supply Chain Meet the Experts” session in Moscone West Room 2001A. Product experts, thought leaders and executives will be on hand to discuss your questions/topics, so come prepared. This session tends to fill up fast so try to get in early. At 1:15 – 2:15 p.m. join us back in Telegraph Hill for a session focused on leveraging the Agile Product Portfolio Management application as the Product Development Master Schedule to improve efficiencies, optimize resources, and gain visibility across projects enterprise-wide to improve portfolio profitability. Customer presenters from Broadcom will explain how they’ve leveraged the product to enable a master schedule with enterprise-level, phase-gate program and project collaboration and resource optimization. Again in Telegraph Hill from 3:30 – 4:30 p.m. we have an interesting session with leading semiconductor customer LSI and partner Kalypso on how LSI leveraged Agile PLM to advance from homegrown applications to complete Product Value Chain Management. That type of transition can be challenging, and LSI details how they were able to achieve their goals and the value they gained along the journey – a fascinating account for any company interested in leveraging best practices to innovate their business processes and even end products. Lastly, we’ll wrap up in Telegraph Hill from 5:00 – 6:00 p.m. with a session on “Ensuring New Product Success by Achieving Excellence in New Product Introduction.” This is a cross-industry session, guaranteed to deliver insight in the often elusive practice of creating winning products, and we’re very excited about. According to IDC Manufacturing Insights analyst Joe Barkai, “Product Failures are not necessarily a result of bad ideas…they are a result of suboptimal decisions.” We’ll show you how to wire your business processes to enhance decision-making and maximize product potential. Now, quickly hit your hotel room to freshen up and then catch one of the many complimentary shuttles to the much-anticipated Oracle Customer Appreciation Event on Treasure Island. We have a very exciting show planned – check out what’s in store here. Thursday, October 4 PLM has a light schedule on Thursday this year with just one session, but this again is one of our best sessions on managing the Product Value Chain: at 11:15 a.m – 12:15 p.m.in Telegraph Hill, it’s a customer and partner driven session with Sonoco Products and Deloitte telling their story about how to achieve integrated change control by interfacing Agile PLM with Oracle E-Business Suite. Sonoco Products, a global manufacturer of consumer and industrial packaging materials, with its systems integrator, Deloitte, is doing this by implementing prebuilt integration (Oracle Design-to-Release Integration Pack for Agile Product Lifecycle Management for Process and Oracle Process) to integrate Agile with Oracle Product Hub/Oracle Product Information Management and Oracle E-Business Suite. This session presents a case study of how Sonoco is leveraging this solution to improve data quality and build a framework for stronger master data governance. Even though that ends our PLM line-up at OpenWorld, there will still be many sessions and activities at the conference, so visit the Oracle OpenWorld website to review agendas and build your schedule. And of course, download and bring this guide and the latest version of the Agile PLM Focus-On Document (available soon!). San Francisco is a wonderful city to explore, and we’re glad you’re considering joining the Agile PLM team at Oracle OpenWorld!  I hope to see you there! Follow me before the conference and on site for real-time updates about #OOW12 on Twitter @Kerrie_Foy or @AgilePLM.

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• The Importance of Collaboration, Analytics, and Mobile Technologies for Modern HR

  - by HCM-Oracle

  It was 17 years ago, when a McKinsey study uncovered the “war for talent”. Today, it is no point of contention that a strong talent-centric strategy maybe the most important focus for organizations. A talent-centric organization aims at recruiting, retaining and developing the best talent.  The best employees will be able to adapt responsibilities and be able to come up with solutions to solve problems, which are important skills in today’s dynamic work environment, and arguably more important in this recessionary climate.   The notion of hiring and retaining talented employees for organizational sustainability and competitive advantage is not a new concept. But can organizations consider themselves as having a “talent-centric” strategy without up-to-date collaboration tools, HR analytics and mobile technologies in pursuit of attracting, hiring and retaining the best talent? Attend the Upcoming Webcast A webcast on June 19th at 3pm EST will reveal more results of the study. Based on original research done in collaboration between Oracle HCM and HCI, we unveil new findings that explore how critical collaboration, analytic insights and mobile technology are for supporting a talent-centric work environment. You will learn: What are the benefits to being talent-centric? How does collaboration via social networks, analytics with predictive insights and mobile technologies support the talent-centric strategy of an organization? What is the state of play for these technologies? Register Here 

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• A Technical Perspective On Rapid Planning

  - by Robert Story

  Upcoming WebcastTitle: A Technical Perspective On Rapid PlanningDate: April 14, 2010 Time: 11:00 am EDT, 9:00 am MDT, 8:00 am PDT, 16:00 GMT Product Family: Value Chain PlanningSummary Oracle's Strategic Network Optimization (SNO) product is a powerful supply chain design and tactical planning tool.  This one-hour session is recommended for functional users who want to gain a better understanding of how Oracle's SNO solution can help you solve complex supply chain issues, including supply chain design, risk management, logistics planning, sustainability planning, and a whole lot in between! Find out how SNO can be used to solve many different types of real-world business issues. Topics will include: Risk/Disaster Management Carbon Emissions Management Global Sourcing Labor/Workforce Planning Product Mix Optimization A short, live demonstration (only if applicable) and question and answer period will be included. Click here to register for this session....... ....... ....... ....... ....... ....... .......The above webcast is a service of the E-Business Suite Communities in My Oracle Support.For more information on other webcasts, please reference the Oracle Advisor Webcast Schedule.Click here to visit the E-Business Communities in My Oracle Support Note that all links require access to My Oracle Support.

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• South Korea Upcoming Cap and Trade Legislation

  - by Evelyn Neumayr

  In my previous blogs I talked about climate change legislation trends in California, Australia and the European Union. In the next series of blogs, I am going to highlight how carbon trading and sustainability reporting legislation is evolving in other Asia Pacific countries, including South Korea, China, Japan, India and Taiwan - starting with South Korea. South Korea passed legislation to begin a national cap-and-trade program in May 2012. Korea is the 8th biggest source of GHG emissions in the world and has a national target of cutting them 30% by 2020. South Korea's program will cover about 60% of emissions and will affect big emitters across the economy, including utilities, major manufacturers and even large universities. Emissions trading is scheduled to begin in Korea in 2015, the same year as in Australia and China. Oracle Environmental Accounting and Reporting supports the needs of South Korea and helps ensure consistency across organizations in how data is collected, retained, controlled, consolidated and used in calculating and reporting emissions inventory. Learn more about the upcoming cap and trade legislation in South Korea and how to use Oracle Environmental Accounting and Reporting to meet those requirements here. By Elena Avesani, Principal Product Strategy Manager, Oracle

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• YouTube: Promotional AgroSense Movie

  - by Geertjan

  Here's a cool YouTube promotional movie on AgroSense created by Ordina in the Netherlands. AgroSense is an open source Java system for the precision agriculture industry, which won the IT Environment Award in the Netherlands last week: If your understanding of Dutch limits your appreciation of the movie above, here's a rough translation, together with the names of the speakers in the movie: Precision agriculture, an innovative form of agriculture in which local variations in soil, crop, and atmosphere are taken into account, is the high-tech sustainable agriculture of tomorrow. The use of fertilizer, water, and energy can in this way be significantly reduced. "If, ten or twenty years from now, we are to continue having our agricultural industry in good shape, and in a continuing state of health, we'll need to register and work with data because if we want to enable crops to provide higher value, we'll need to create higher levels of transparency throughout the agriculture chain." Lenus Hamster, farmer in Nieuwolda Groningen "Industry is becoming increasingly data intensive. By combining pragmatic usefulness with innovative sustainability, AgroSense offers the Netherlands the possibility to continue being a leading player in the agrofood sector." Art Lighthart, Architect at Ordina AgroSense offers an open source solution in which all services for precision agriculture are brought together. In 2012, co-operation is being sought with organizations to make AgroSense available to around 10,000 Dutch farmers in the arable crop sector. By the way, the last sentence above implies the NetBeans Platform will be used by around 10,000 Dutch farmers.

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• Get to Know a Candidate (6 of 25): Jill Stein&ndash;Green Party

  - by Brian Lanham

  DISCLAIMER: This is not a post about “Romney” or “Obama”. This is not a post for whom I am voting. Information sourced for Wikipedia. Stein is a physician with degrees from Harvard College and Harvard Medical School.  She serves on the boards of Greater Boston Physicians for Social Responsibility and MassVoters for Fair Elections, and has been active with the Massachusetts Coalition for Healthy Communities Jill Stein advocates a "Green New Deal" in which renewable energy jobs would be created to address climate change and environmental issues with the objective of employing "every American willing and able to work". Citing the research of Dr. Phillip Harvey, Professor of Law & Economics at Rutgers University, as evidence of the successful economic effects of the 1930s' New Deal projects, Stein would fund the plan with a 30% reduction in the U.S. military budget, returning US troops home, and increasing taxes on areas such as capital gains, offshore tax havens and multimillion dollar real estate. Stein plans on impacting what she sees as a growing convergence of environmental crises in water, soil, fisheries and forests, through the creation of sustainable infrastructure based in clean renewable energy generation and sustainable communities principles such as increasing intra-city mass transit and inter-city railroads, creating 'complete streets' that safely encourage bike and pedestrian traffic and regional food systems based on sustainable organic agriculture The Green Party of the United States was founded in 1991 as a voluntary association of state green parties. With its founding, the Green Party of the United States became the primary national Green organization in the United States, eclipsing the Greens/Green Party USA, which emphasized non-electoral movement building. The Green Party of the United States of America emphasizes environmentalism, non-hierarchical participatory democracy, social justice, respect for diversity, peace and nonviolence. Their "Ten Key Values," which are described as non-authoritative guiding principles, are as follows: Grassroots democracy Social justice and equal opportunity Ecological wisdom Nonviolence Decentralization Community-based economics Feminism and gender equality Respect for diversity Personal and global responsibility Future focus and sustainability The Green Party does not accept donations from corporations. Thus, the party's platforms and rhetoric critique any corporate influence and control over government, media, and American society at large. Stein has access to 403 electoral votes and is a write-in candidate in GA, IN, and MS Learn more about Jill Stein and Green Party on Wikipedia.

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• Java Concurrency: CAS vs Locking

  - by Hugo Walker

  Im currently reading the Book Java Concurrency in Practice. In the Chapter 15 they are speaking about the Nonblocking algorithms and the compare-and-swap (CAS) Method. It is written that the CAS perform much better than the Locking Methods. I want to ask the people which already worked with both of this concepts and would like to hear when you are preferring which of these concept? Is it really so much faster? Personally for me the usage of Locks is much clearer and easier to understand and maybe even better to maintain. (Please correct me if I am wrong). Should we really focus creating our concurrent code related on CAS than Locks to get a better performance boost or is sustainability a higher thing? I know there is maybe not a strict rule, when to use what. But I just would like to hear some opinions, experiences with the new concept of CAS.

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• Oracle Leader in Transportation Management

  - by John Murphy

  Oracle Named a Leader in the Transportation Management Systems Market by Leading Analyst Firm Redwood Shores, Calif. – October 15, 2012 News Facts Gartner, Inc. has placed Oracle Transportation Management in the Leaders Quadrant of its 2012 report, “Magic Quadrant for Transportation Management Systems (TMS).” (1) Gartner Magic Quadrants position vendors within a particular market segment based on their completeness of vision and ability to execute on that vision. According to the report, “Multiple subcomponents make up a comprehensive TMS across planning (for example, load consolidation, routing, mode selection and carrier selection) and execution (for example, tendering loads to carriers, shipment track and trace, and freight audit and payment).” Built on modern, flexible, Internet based architecture, Oracle Transportation Management is a global transportation and logistics operations system that allows companies to minimize cost, optimize service levels, support sustainability initiatives, and create flexible business process automation within their transportation and logistics networks. With a share of 26% of worldwide software revenue for 2011, Oracle is also number one in TMS vendor share according to Gartner’s report, “Market Trends: A Golden Opportunity in the Transportation Management System Market, 2012 – 2016.” (2) Supporting Quote “Shippers and logistics service providers face increasingly complex challenges as they try to reduce costs, secure capacity and improve overall freight efficiency,” said Derek Gittoes, vice president, logistics product strategy, Oracle. “We believe our high standing in both Gartner reports is a reflection of Oracle’s commitment to addressing these challenges by delivering the industry’s broadest and deepest transportation management platform. With a flexible and modern platform, we are able to support customers with both basic transportation needs, as well as those with highly complex logistics requirements.” Supporting Resources Magic Quadrant for Transportation Management Systems Market Trends: A Golden Opportunity in the Transportation Management System Market, 2012 – 2016 Oracle Transportation Management (1) Gartner, Inc., “Magic Quadrant for Transportation Management Systems,” by C. Dwight Klappich, August 23, 2012 (2) Gartner, Inc., “Market Trends: A Golden Opportunity in the Transportation Management System Market, 2012 – 2016,” by Chad Eschinger and C. Dwight Klappich, September 24, 2012. About Oracle Applications Over 65,000 customers worldwide rely on Oracle's complete, open and integrated enterprise applications to achieve superior results. Oracle provides a secure path for customers to benefit from the latest technology advances that improve the customer software experience and drive better business performance. Oracle Applications Unlimited is Oracle's commitment to customer choice through continuous investment and innovation in current applications offerings. Oracle's next-generation Fusion Applications build upon that commitment, and are designed to work with and evolve Oracle's Applications Unlimited offerings. Oracle's lifetime support policy helps ensure customers will continue to have a choice in upgrade paths, based on their enterprise needs. For more information on the latest Oracle Applications releases go towww.oracle.com/applications About Oracle Oracle engineers hardware and software to work together in the cloud and in your data center. For more information about Oracle (NASDAQ:ORCL), visit www.oracle.com. Trademarks Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. ###   Karen [email protected] Simon JonesBlanc & [email protected]

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• Evaluating Solutions to Manage Product Compliance? Don’t Wait Much Longer

  - by Evelyn Neumayr

  By Kerrie Foy, Director PLM Product Marketing, Oracle Depending on severity, product compliance issues can cause various problems from run-away budgets to business closures. But effective policies and safeguards can create a strong foundation for innovation, productivity, market penetration and competitive advantage. If you’ve been putting off a systematic approach to product compliance, it is time to reconsider that decision. Why now?  No matter what industry, companies face a litany of worldwide and regional regulations that require proof of product compliance and environmental friendliness for market access.  For example, Restriction of Hazardous Substances (RoHS), a regulation that restricts the use of six dangerous materials used in the manufacture of electronic and electrical equipment, was originally adopted by the European Union in 2003 for implementation in 2006 and has evolved over time through various regional versions for North America, China, Japan, Korea, Norway and Turkey. In addition, the RoHS directive allowed for material exemptions used in Medical Devices, but that exemption ends in 2014. Additional regulations worth watching are the Battery Directive, Waste Electrical and Electronic Equipment (WEEE), and Registration, Evaluation, Authorization and Restriction of Chemicals (REACH) directives. Additional regulations are expected from organizations such as the Food and Drug Administration in the US and similar organizations elsewhere. Meeting compliance requirements and also successfully investing in eco-friendly designs can be a major challenge. It may involve transforming business models, go-to-market strategies, supply networks, quality assurance policies and compliance processes.  Without a single source of truth for product data and without proper processes in place, ensuring product compliance burgeons into a crushing task that is cost-prohibitive and overwhelming.  However, the risk to consumer goodwill and satisfaction, revenue, business continuity, and market potential is too great not to solve the compliance challenge. Companies are beginning to adapt and thrive by implementing systematic approaches to product compliance that are more than functional bandages, they are revenue-generating engines. Consider working with Oracle to help you address your compliance needs. Many of the world’s most innovative leaders and pioneers are leveraging Oracle’s Agile Product Lifecycle Management (PLM) portfolio of enterprise applications to manage the product value chain, centralize product data, automate processes, and launch more eco-friendly products to market faster.   Particularly, the Agile Product Governance & Compliance (PG&C) solution provides out-of-the-box functionality to integrate actionable regulatory information into the enterprise product record from the ideation to the disposal/recycling phase.  Agile PG&C is a comprehensive solution that makes product compliance per corporate initiatives and regulations more reliable and efficient. Throughout product lifecycles, use the solution to support full material disclosures, gain rapid visibility into non-compliance issues, efficiently manage declarations with your suppliers, feed compliance data into a corrective action if a product must be changed, and swiftly satisfy audits by showing all due diligence tracked in one solution. Given the compounding regulation and consumer focus on urgent environmental issues, now is the time to act. Implementing an enterprise-wide systematic approach to product compliance is a competitive investment. From the start, Agile PG&C enables companies to confidently design for compliance and sustainability, reduce the cost of compliance, minimize the risk of business interruption, deliver responsible products, and inspire new innovation.  Don’t wait any longer! To find out more about Agile Product Governance & Compliance download the data sheet, contact your sales representative, or call Oracle at 1-800-633-0738.

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• Praise for Europe's Smart Metering & Conservation Efforts

  - by caroline.yu

  Recently, a writer at the Home Energy Team praised the UK for its efforts towards smart metering and energy conservation, with an article entitled UK Blazing A Trail With Smart Metering At Home? The article highlighted that the Department of Energy and Climate Change has announced that smart metering will be introduced in the next decade and that all UK households will have smart meters by the year 2020. In fact, the UK is not the only country striving to achieve carbon reduction targets, as many of its European counterparts have begun to take positive steps towards tackling the issue of energy conservation by implementing innovative new metering and billing technologies as well as promoting alternative energy solutions, such as wind and solar power. Since 1997, the states of the European Union, including France, Germany and Spain, have been working towards achieving a target of 12 percent renewable energy electricity by 2010. Germany in particular has made a significant achievement so far, having surpassed the target early in 2007. This success is largely due to the German Renewable Energy Act (EEG), which promoted the use of renewable energy. Recently, analysis from the European Wind Energy Association (EWEA) found that 21 of the EU Member States are meeting or exceeding their national target to achieve 20 percent renewable energy by 2020. However, six states - Belgium, Italy, Luxembourg, Malta, Bulgaria and Denmark - say they will not manage to reach their target through domestic action alone. Bulgaria and Denmark believe that with fresh national initiatives they could meet or exceed their targets, but others, including Italy, may need to import renewable energy from neighboring non-EU countries. Top achievers, according to the EWEA report, are Spain, which believes its renewable energy will reach 22.7 percent by 2020, as well as Germany, Estonia, Greece, Ireland, Poland, Slovakia and Sweden, who will all exceed their targets. "Importantly, the way that this renewable energy is controlled and distributed must be addressed in order to ensure its success," said Bastian Fischer, vice president and general manager EMEA, Oracle Utilities. "A smart gird infrastructure can enable utilities to deal with load distribution in times of increased need and ensure power is always available from these means. A smart grid also underpins the success of metering and billing technologies, such as smart metering, and allows utilities to deal with increased usage data and provide accurate billing." Outside of Europe, Australia has made significant steps towards improving water conservation. The Australian Department of Sustainability and Environment took some of the recent advancements made in the energy sector, including new metering and billing solutions, and applied them to the water industry, enhancing customer service and reducing consumption as a result. The adoption of smart metering in Europe is mainly driven by regulation, but significant technological improvements are being made the world over to change the way we use all kinds of energy. However, the developing markets are lagging behind. One of the primary reasons for this is the lack of infrastructure in place to use as a foundation for setting up energy-saving solutions, which is slowing the adoption of technologies such as smart meters. However, these countries do benefit from fewer outdated infrastructure and legacy systems, which is often cited by others as a difficult barrier to deploying new solutions. As a result, some countries should find new technologies easier to implement and adapt to in the immediate future, without this roadblock.

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• Orchestrating the Virtual Enterprise, Part II

  - by Kathryn Perry

  A guest post by Jon Chorley, Oracle's CSO & Vice President, SCM Product Strategy Almost everyone has ordered from Amazon.com at one time or another. Our orders are as likely to be fulfilled by third parties as they are by Amazon itself. To deliver the order promptly and efficiently, Amazon has to send it to the right fulfillment location and know the availability in that location. It needs to be able to track status of the fulfillment and deal with exceptions. As a virtual enterprise, Amazon's operations, using thousands of trading partners, requires a very different approach to fulfillment than the traditional 'take an order and ship it from your own warehouse' model. Amazon had no choice but to develop a complex, expensive and custom solution to tackle this problem as there used to be no product solution available. Now, other companies who want to follow similar models have a better off-the-shelf choice -- Oracle Distributed Order Orchestration (DOO).  Consider how another of our customers is using our distributed orchestration solution. This major airplane manufacturer has a highly complex business and interacts regularly with the U.S. Government and major airlines. It sits in the middle of an intricate supply chain and needed to improve visibility across its many different entities. Oracle Fusion DOO gives the company an orchestration mechanism so it could improve quality, speed, flexibility, and consistency without requiring an organ transplant of these highly complex legacy systems. Many retailers face the challenge of dealing with brick and mortar, Web, and reseller channels. They all need to be knitted together into a virtual enterprise experience that is consistent for their customers. When a large U.K. grocer with a strong brick and mortar retail operation added an online business, they turned to Oracle Fusion DOO to bring these entities together. Disturbing the Peace with Acquisitions Quite often a company's ERP system is disrupted when it acquires a new company. An acquisition can inject a new set of processes and systems -- or even introduce an entirely new business like Sun's hardware did at Oracle. This challenge has been a driver for some of our DOO customers. A large power management company is using Oracle Fusion DOO to provide the flexibility to rapidly integrate additional products and services into its central fulfillment operation. The Flip Side of Fulfillment Meanwhile, we haven't ignored similar challenges on the supply side of the equation. Specifically, how to manage complex supply in a flexible way when there are multiple trading parties involved? How to manage the supply to suppliers? How to manage critical components that need to merge in a tier two or tier three supply chain? By investing in supply orchestration solutions for the virtual enterprise, we plan to give users better visibility into their network of suppliers to help them drive down costs. We also think this technology and full orchestration process can be applied to the financial side of organizations. An example is transactions that flow through complex internal structures to minimize tax exposure. We can help companies manage those transactions effectively by thinking about the internal organization as a virtual enterprise and bringing the same solution set to this internal challenge.  The Clear Front Runner No other company is investing in solving the virtual enterprise supply chain issues like Oracle is. Oracle is in a unique position to become the gold standard in this market space. We have the infrastructure of Oracle technology. We already have an Oracle Fusion DOO application which embraces the best of what's required in this area. And we're absolutely committed to extending our Fusion solution to other use cases and delivering even more business value. Jon ChorleyChief Sustainability Officer & Vice President, SCM Product StrategyOracle Corporation

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• Oracle Employees Support New World Record for IYF Children's Hour

  - by Maria Sandu

  Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 960 students ‘crouched’, ‘touched’ and ‘set’ under the watchful eye of International Rugby Referee Alain Roland, and supported by Oracle employees, to successfully set a new world record for the World’s Largest Scrum to raise funds and awareness for the Irish Youth Foundation. Last year Oracle Employees supported the Irish Youth Foundation by donating funds from their payroll through the Giving Tree Appeal. We were the largest corporate donor to the IYF by raising €3075. To acknowledge our generosity the IYF asked Oracle Leadership in Society team members to participate in their most recent campaign which was to break the Guinness Book of Records by forming the World’s Largest Rugby Scrum. This was a wonderful opportunity for Oracle’s Leadership in Society to promote the charity, support education and to make a mark in the Corporate Social Responsibility field. The students who formed the scrum also gave up their lunch money and raised a total of €3000. This year we hope Oracle Employees will once again support the IYF with the challenge to match that amount. On the 24th of October the sun shone down on the streaming lines of students entering the field. 480 students were decked out in bright red Oracle T-Shirts against the other 480 in blue and white jerseys - all ready to form a striking scrum. Ryan Tubridy the host of the event made the opening announcement and with the blow of a whistle the Scum began. 960 students locked tight together with the Leinster players also at each side. Leinster Manager Matt O’Connor was there along with presenters Ryan Tubridy and George Hook to assist with getting the boys in line and keeping the shape of the scrum. In accordance with Guinness Book of Records rules, the ball was fed into the scrum properly by Ireland and Leinster scrum-half, Eoin Reddan, and was then passed out the line to his Leinster team mates including Ian Madigan, Brendan Macken and Jordi Murphy, also proudly sporting the Oracle T-Shirt. The new World Record was made, everyone gave a big cheer and thankfully nobody got injured! Thank you to everyone in Oracle who donated last year through the Giving Tree Appeal. Your generosity has gone a long way to support local groups both. Last year’s donation was so substantial that the IYF were able to spread it across two youth groups: The first being Ballybough Youth Project in Dublin. The funding gave them the chance to give 24 young people from their project the chance to get away from the inner city and the problems and issues they face in their daily life by taking a trip to the Cavan Centre to spend a weekend away in a safe and comfortable environment; a very rare holiday in these young people’s lives. The Rahoon Family Centre. Used the money to help secure the long term sustainability of their project. They act as an educational/social/fun project that has been working with disadvantaged children for the past 16 years. Their aim is to change young people’s future with fun /social education and supporting them so they can maximize their creativity and potential. We hope you can help support this worthy cause again this year, so keep an eye out for the Children’s Hour and Giving Tree Appeal! About the Irish Youth Foundation The IYF provides opportunities for marginalised children and young people facing difficult and extreme conditions to experience success in their lives. It passionately believes that achievement starts with opportunity. The IYF’s strategy is based on providing safe places where children can go after school; to grow, to learn and to play; and providing opportunities for teenagers from under-served communities to succeed and excel in their lives. The IYF supports innovative grassroots projects operated by dedicated professionals who understand young people and care about them. This allows the IYF to focus on supporting young people at risk of dropping out of school and, in particular, on the critical transition from primary to secondary school; and empowering teenagers from disadvantaged neighborhoods to become engaged in their local communities. Find out more here www.iyf.ie

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• Orchestrating the Virtual Enterprise, Part I

  - by Kathryn Perry

  A guest post by Jon Chorley, Oracle's Chief Sustainability Officer & Vice President, SCM Product Strategy During the American Industrial Revolution, the Ford Motor Company did it all. It turned raw materials into a showroom full of Model Ts. It owned a steel mill, a glass factory, and an automobile assembly line. The company was both self-sufficient and innovative and went on to become one of the largest and most profitable companies in the world. Nowadays, it's unusual for any business to follow this vertical integration model because its much harder to be best in class across such a wide a range of capabilities and services. Instead, businesses focus on their core competencies and outsource other business functions to specialized suppliers. They exchange vertical integration for collaboration. When done well, all parties benefit from this arrangement and the collaboration leads to the creation of an agile, lean and successful "virtual enterprise." Case in point: For Sun hardware, Oracle outsources most of its manufacturing and all of its logistics to third parties. These are vital activities, but ones where Oracle doesn't have a core competency, so we shift them to business partners who do. Within our enterprise, we always retain the core functions of product development, support, and most of the sales function, because that's what constitutes our core value to our customers. This is a perfect example of a virtual enterprise.  What are the implications of this? It means that we must exchange direct internal control for indirect external collaboration. This fundamentally changes the relative importance of different business processes, the boundaries of security and information sharing, and the relationship of the supply chain systems to the ERP. The challenge is that the systems required to support this virtual paradigm are still mired in "island enterprise" thinking. But help is at hand. Developments such as the Web, social networks, collaboration, and rules-based orchestration offer great potential to fundamentally re-architect supply chain systems to better support the virtual enterprise.  Supply Chain Management Systems in a Virtual Enterprise Historically enterprise software was constructed to automate the ERP - and then the supply chain systems extended the ERP. They were joined at the hip. In virtual enterprises, the supply chain system needs to be ERP agnostic, sitting above each of the ERPs that are distributed across the virtual enterprise - most of which are operating in other businesses. This is vital so that the supply chain system can manage the flow of material and the related information through the multiple enterprises. It has to have strong collaboration tools. It needs to be highly flexible. Users need to be able to see information that's coming from multiple sources and be able to react and respond to events across those sources.  Oracle Fusion Distributed Order Orchestration (DOO) is a perfect example of a supply chain system designed to operate in this virtual way. DOO embraces the idea that a company's fulfillment challenge is a distributed, multi-enterprise problem. It enables users to manage the process and the trading partners in a uniform way and deliver a consistent user experience while operating over a heterogeneous, virtual enterprise. This is a fundamental shift at the core of managing supply chains. It forces virtual enterprises to think architecturally about how best to construct their supply chain systems. In my next post, I will share examples of companies that have made that shift and talk more about the distributed orchestration process.

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• Upcoming Carbon Tax in South Africa

  - by Evelyn Neumayr

  By Elena Avesani, Principal Product Strategy Manager, Oracle In 2012, the South Africa National Treasury announced the plan to impose a carbon tax to cut carbon emissions that are blamed for climate change. South Africa is ranked among the top 20 countries measured by absolute carbon dioxide emissions, with emissions per capita in the region of 10 metric tons per annum and over 90% of South Africa's energy produced by burning fossil fuels. The top 40 largest companies in the country are responsible for 207 million tons of carbon dioxide, directly emitting 20 percent of South Africa’s carbon output. The legislation, originally scheduled to be implemented from January 2015 to 31 December 2019, is now delayed to January 2016. It will levy a carbon tax of R120 (US$11) per ton of CO2, rising then by 10 percent a year until 2020, while all sectors bar electricity will be able to claim additional relief of at least 10 percent. The South African treasury proposed a 60 percent tax-free threshold on emissions for all sectors, including electricity, petroleum, iron, steel and aluminum. Oracle Environmental Accounting and Reporting (EA&R) supports these needs and guarantees consistency across organizations in how data is collected, retained, controlled, consolidated and used in calculating and reporting emissions inventory. EA&R also enables companies to develop an enterprise-wide data view that includes all 5 of the key sustainability categories: carbon emissions, energy, water, materials and waste. Thanks to its native integration with Oracle E-Business Suite and JD Edwards EnterpriseOne ERP Financials and Inventory Systems and the capability of capturing environmental data across business silos, Oracle Environmental Accounting and Reporting is uniquely positioned to support a strategic approach to carbon management that drives business value. Sources: Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} African Utility Week BDlive Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}

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• The Virtues and Challenges of Implementing Basel III: What Every CFO and CRO Needs To Know

  - by Jenna Danko

  The Basel Committee on Banking Supervision (BCBS) is a group tasked with providing thought-leadership to the global banking industry.  Over the years, the BCBS has released volumes of guidance in an effort to promote stability within the financial sector.  By effectively communicating best-practices, the Basel Committee has influenced financial regulations worldwide.  Basel regulations are intended to help banks: More easily absorb shocks due to various forms of financial-economic stress Improve risk management and governance Enhance regulatory reporting and transparency In June 2011, the BCBS released Basel III: A global regulatory framework for more resilient banks and banking systems.  This new set of regulations included many enhancements to previous rules and will have both short and long term impacts on the banking industry.  Some of the key features of Basel III include: A stronger capital base More stringent capital standards and higher capital requirements Introduction of capital buffers  Additional risk coverage Enhanced quantification of counterparty credit risk Credit valuation adjustments  Wrong  way risk  Asset Value Correlation Multiplier for large financial institutions Liquidity management and monitoring Introduction of leverage ratio Even more rigorous data requirements To implement these features banks need to embark on a journey replete with challenges. These can be categorized into three key areas: Data, Models and Compliance. Data Challenges Data quality - All standard dimensions of Data Quality (DQ) have to be demonstrated.  Manual approaches are now considered too cumbersome and automation has become the norm. Data lineage - Data lineage has to be documented and demonstrated.  The PPT / Excel approach to documentation is being replaced by metadata tools.  Data lineage has become dynamic due to a variety of factors, making static documentation out-dated quickly.  Data dictionaries - A strong and clean business glossary is needed with proper identification of business owners for the data.  Data integrity - A strong, scalable architecture with work flow tools helps demonstrate data integrity.  Manual touch points have to be minimized.   Data relevance/coverage - Data must be relevant to all portfolios and storage devices must allow for sufficient data retention.  Coverage of both on and off balance sheet exposures is critical.   Model Challenges Model development - Requires highly trained resources with both quantitative and subject matter expertise. Model validation - All Basel models need to be validated. This requires additional resources with skills that may not be readily available in the marketplace.  Model documentation - All models need to be adequately documented.  Creation of document templates and model development processes/procedures is key. Risk and finance integration - This integration is necessary for Basel as the Allowance for Loan and Lease Losses (ALLL) is calculated by Finance, yet Expected Loss (EL) is calculated by Risk Management – and they need to somehow be equal.  This is tricky at best from an implementation perspective.  Compliance Challenges Rules interpretation - Some Basel III requirements leave room for interpretation.  A misinterpretation of regulations can lead to delays in Basel compliance and undesired reprimands from supervisory authorities. Gap identification and remediation - Internal identification and remediation of gaps ensures smoother Basel compliance and audit processes.  However business lines are challenged by the competing priorities which arise from regulatory compliance and business as usual work.  Qualification readiness - Providing internal and external auditors with robust evidence of a thorough examination of the readiness to proceed to parallel run and Basel qualification  In light of new regulations like Basel III and local variations such as the Dodd Frank Act (DFA) and Comprehensive Capital Analysis and Review (CCAR) in the US, banks are now forced to ask themselves many difficult questions.  For example, executives must consider: How will Basel III play into their Risk Appetite? How will they create project plans for Basel III when they haven’t yet finished implementing Basel II? How will new regulations impact capital structure including profitability and capital distributions to shareholders? After all, new regulations often lead to diminished profitability as well as an assortment of implementation problems as we discussed earlier in this note.  However, by requiring banks to focus on premium growth, regulators increase the potential for long-term profitability and sustainability.  And a more stable banking system: Increases consumer confidence which in turn supports banking activity  Ensures that adequate funding is available for individuals and companies Puts regulators at ease, allowing bankers to focus on banking Stability is intended to bring long-term profitability to banks.  Therefore, it is important that every banking institution takes the steps necessary to properly manage, monitor and disclose its risks.  This can be done with the assistance and oversight of an independent regulatory authority.  A spectrum of banks exist today wherein some continue to debate and negotiate with regulators over the implementation of new requirements, while others are simply choosing to embrace them for the benefits I highlighted above. Do share with me how your institution is coping with and embracing these new regulations within your bank. Dr. Varun Agarwal is a Principal in the Banking Practice for Capgemini Financial Services.  He has over 19 years experience in areas that span from enterprise risk management, credit, market, and to country risk management; financial modeling and valuation; and international financial markets research and analyses.

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• The Incremental Architect&acute;s Napkin - #1 - It&acute;s about the money, stupid

  - by Ralf Westphal

  Originally posted on: http://geekswithblogs.net/theArchitectsNapkin/archive/2014/05/24/the-incremental-architectacutes-napkin---1---itacutes-about-the.aspx Software development is an economic endeavor. A customer is only willing to pay for value. What makes a software valuable is required to become a trait of the software. We as software developers thus need to understand and then find a way to implement requirements. Whether or in how far a customer really can know beforehand what´s going to be valuable for him/her in the end is a topic of constant debate. Some aspects of the requirements might be less foggy than others. Sometimes the customer does not know what he/she wants. Sometimes he/she´s certain to want something - but then is not happy when that´s delivered. Nevertheless requirements exist. And developers will only be paid if they deliver value. So we better focus on doing that. Although is might sound trivial I think it´s important to state the corollary: We need to be able to trace anything we do as developers back to some requirement. You decide to use Go as the implementation language? Well, what´s the customer´s requirement this decision is linked to? You decide to use WPF as the GUI technology? What´s the customer´s requirement? You decide in favor of a layered architecture? What´s the customer´s requirement? You decide to put code in three classes instead of just one? What´s the customer´s requirement behind that? You decide to use MongoDB over MySql? What´s the customer´s requirement behind that? etc. I´m not saying any of these decisions are wrong. I´m just saying whatever you decide be clear about the requirement that´s driving your decision. You have to be able to answer the question: Why do you think will X deliver more value to the customer than the alternatives? Customers are not interested in romantic ideals of hard working, good willing, quality focused craftsmen. They don´t care how and why you work - as long as what you deliver fulfills their needs. They want to trust you to recognize this as your top priority - and then deliver. That´s all. Fundamental aspects of requirements If you´re like me you´re probably not used to such scrutinization. You want to be trusted as a professional developer - and decide quite a few things following your gut feeling. Or by relying on “established practices”. That´s ok in general and most of the time - but still… I think we should be more conscious about our decisions. Which would make us more responsible, even more professional. But without further guidance it´s hard to reason about many of the myriad decisions we´ve to make over the course of a software project. What I found helpful in this situation is structuring requirements into fundamental aspects. Instead of one large heap of requirements then there are smaller blobs. With them it´s easier to check if a decisions falls in their scope. Sure, every project has it´s very own requirements. But all of them belong to just three different major categories, I think. Any requirement either pertains to functionality, non-functional aspects or sustainability. For short I call those aspects: Functionality, because such requirements describe which transformations a software should offer. For example: A calculator software should be able to add and multiply real numbers. An auction website should enable you to set up an auction anytime or to find auctions to bid for. Quality, because such requirements describe how functionality is supposed to work, e.g. fast or secure. For example: A calculator should be able to calculate the sinus of a value much faster than you could in your head. An auction website should accept bids from millions of users. Security of Investment, because functionality and quality need not just be delivered in any way. It´s important to the customer to get them quickly - and not only today but over the course of several years. This aspect introduces time into the “requrements equation”. Security of Investments (SoI) sure is a non-functional requirement. But I think it´s important to not subsume it under the Quality (Q) aspect. That´s because SoI has quite special properties. For one, SoI for software means something completely different from what it means for hardware. If you buy hardware (a car, a hair blower) you find that a worthwhile investment, if the hardware does not change it´s functionality or quality over time. A car still running smoothly with hardly any rust spots after 10 years of daily usage would be a very secure investment. So for hardware (or material products, if you like) “unchangeability” (in the face of usage) is desirable. With software you want the contrary. Software that cannot be changed is a waste. SoI for software means “changeability”. You want to be sure that the software you buy/order today can be changed, adapted, improved over an unforseeable number of years so as fit changes in its usage environment. But that´s not the only reason why the SoI aspect is special. On top of changeability[1] (or evolvability) comes immeasurability. Evolvability cannot readily be measured by counting something. Whether the changeability is as high as the customer wants it, cannot be determined by looking at metrics like Lines of Code or Cyclomatic Complexity or Afferent Coupling. They may give a hint… but they are far, far from precise. That´s because of the nature of changeability. It´s different from performance or scalability. Also it´s because a customer cannot tell upfront, “how much” evolvability he/she wants. Whether requirements regarding Functionality (F) and Q have been met, a customer can tell you very quickly and very precisely. A calculation is missing, the calculation takes too long, the calculation time degrades with increased load, the calculation is accessible to the wrong users etc. That´s all very or at least comparatively easy to determine. But changeability… That´s a whole different thing. Nevertheless over time the customer will develop a feedling if changeability is good enough or degrading. He/she just has to check the development of the frequency of “WTF”s from developers ;-) F and Q are “timeless” requirement categories. Customers want us to deliver on them now. Just focusing on the now, though, is rarely beneficial in the long run. So SoI adds a counterweight to the requirements picture. Customers want SoI - whether they know it or not, whether they state if explicitly or not. In closing A customer´s requirements are not monolithic. They are not all made the same. Rather they fall into different categories. We as developers need to recognize these categories when confronted with some requirement - and take them into account. Only then can we make true professional decisions, i.e. conscious and responsible ones. I call this fundamental trait of software “changeability” and not “flexibility” to distinguish to whom it´s a concern. “Flexibility” to me means, software as is can easily be adapted to a change in its environment, e.g. by tweaking some config data or adding a library which gets picked up by a plug-in engine. “Flexibiltiy” thus is a matter of some user. “Changeability”, on the other hand, to me means, software can easily be changed in its structure to adapt it to new requirements. That´s a matter of the software developer. ?

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• Project Management Helps AmeriCares Deliver International Aid

  - by Sylvie MacKenzie, PMP

  Excerpt from PROFIT - ORACLE - by Alison Weiss Handle with Care Sound project management helps AmeriCares bring international aid to those in need. The stakes are always high for AmeriCares. On a mission to restore health and save lives during times of disaster, the nonprofit international relief and humanitarian aid organization delivers donated medicines, medical supplies, and humanitarian aid to people in the U.S. and around the globe. Founded in 1982 with the express mission of responding as quickly and efficiently as possible to help people in need, the Stamford, Connecticut-based AmeriCares has delivered more than US$10.5 billion in aid to 147 countries over the past three decades. Launch the Slideshow “It’s critically important to us that we steward all the donations and that the medical supplies and medicines get to people as quickly as possible with no loss,” says Kate Sears, senior vice president for finance and technology at AmeriCares. “Whether we’re shipping IV solutions to victims of cholera in Haiti or antibiotics to Somali famine victims, we need to get the medicines there sooner because it means more people will be helped and lives improved or even saved.” Ten years ago, the tracking systems used by AmeriCares associates were paper-based. In recent years, staff started using spreadsheets, but the tracking processes were not standardized between teams. “Every team was tracking completely different information,” says Megan McDermott, senior associate, Sub-Saharan Africa partnerships, at AmeriCares. “It was just a few key things. For example, we tracked the date a shipment was supposed to arrive and the date we got reports from our partner that a hospital received aid on their end.” While the data was accurate, much detail was being lost in the process. AmeriCares management knew it could do a better job of tracking this enterprise data and in 2011 took a significant step by implementing Oracle’s Primavera P6 Professional Project Management. “It’s a comprehensive solution that has helped us improve the monitoring and controlling processes. It has allowed us to do our distribution better,” says Sears. In addition, the implementation effort has been a change agent, helping AmeriCares leadership rethink project management across the entire organization. Initially, much of the focus was on standardizing processes, but staff members also learned the importance of thinking proactively to prevent possible problems and evaluating results to determine if goals and objectives are truly being met. Such data about process efficiency and overall results is critical not only to AmeriCares staff but also to the donors supporting the organization’s life-saving missions. Efficiency Saves Lives One of AmeriCares’ core operations is to gather product donations from the private sector, establish where the most-urgent needs are, and solicit monetary support to send the aid via ocean cargo or airlift to welfare- and health-oriented nongovernmental organizations, hospitals, health networks, and government ministries based in areas in need. In 2011 alone, AmeriCares sent more than 3,500 shipments to 95 countries in response to both ongoing humanitarian needs and more than two dozen emergencies, including deadly tornadoes and storms in the U.S. and the devastating tsunami in Japan. When it comes to nonprofits in general, donors want to know that the charitable organizations they support are using funds wisely. Typically, nonprofits are evaluated by donors in terms of efficiency, an area where AmeriCares has an excellent reputation: 98 percent of expenses go directly to supporting programs and less than 2 percent represent administrative and fundraising costs. Donors, however, should look at more than simple efficiency, says Peter York, senior partner and chief research and learning officer at TCC Group, a nonprofit consultancy headquartered in New York, New York. They should also look at whether organizations have the systems in place to sustain their missions and continue to thrive. An expert on nonprofit organizational management, York has spent years studying sustainable charitable organizations. He defines them as nonprofits that are able to achieve the ongoing financial support to stay relevant and continue doing core mission work. In his analysis of well over 2,500 larger nonprofits, York has found that many are not sustaining, and are actually scaling back in size. “One of the biggest challenges of nonprofit sustainability is the general public’s perception that every dollar donated has to go only to the delivery of service,” says York. “What our data shows is that there are some fundamental capacities that have to be there in order for organizations to sustain and grow.” York’s research highlights the importance of data-driven leadership at successful nonprofits. “You’ve got to have the tools, the systems, and the technologies to get objective information on what you do, the people you serve, and the results you’re achieving,” says York. “If leaders don’t have the knowledge and the data, they can’t make the strategic decisions about programs to take organizations to the next level.” Historically, AmeriCares associates have used time-tested and cost-effective strategies to ship and then track supplies from donation to delivery to their destinations in designated time frames. When disaster strikes, AmeriCares ships by air and generally pulls out all the stops to deliver the most urgently needed aid within the first few days and weeks. Then, as situations stabilize, AmeriCares turns to delivering sea containers for the postemergency and ongoing aid so often needed over the long term. According to McDermott, getting a shipment out the door is fairly complicated, requiring as many as five different AmeriCares teams collaborating together. The entire process can take months—from when products are received in the warehouse and deciding which recipients to allocate supplies to, to getting customs and governmental approvals in place, actually shipping products, and finally ensuring that the products are received in-country. Delivering that aid is no small affair. “Our volume exceeds half a billion dollars a year worth of donated medicines and medical supplies, so it’s a sizable logistical operation to bring these products in and get them out to the right place quickly to have the most impact,” says Sears. “We really pride ourselves on our controls and efficiencies.” Adding to that complexity is the fact that the longer it takes to deliver aid, the more dire the human need can be. Any time AmeriCares associates can shave off the complicated aid delivery process can translate into lives saved. “It’s really being able to track information consistently that will help us to see where are the bottlenecks and where can we work on improving our processes,” says McDermott. Setting a Standard Productivity and information management improvements were key objectives for AmeriCares when staff began the process of implementing Oracle’s Primavera solution. But before configuring the software, the staff needed to take the time to analyze the systems already in place. According to Greg Loop, manager of database systems at AmeriCares, the organization received guidance from several consultants, including Rich D’Addario, consulting project manager in the Primavera Global Business Unit at Oracle, who was instrumental in shepherding the critical requirements-gathering phase. D’Addario encouraged staff to begin documenting shipping processes by considering the order in which activities occur and which ones are dependent on others to get accomplished. This exercise helped everyone realize that to be more efficient, they needed to keep track of shipments in a more standard way. “The staff didn’t recognize formal project management methodology,” says D’Addario. “But they did understand what the most important things are and that if they go wrong, an entire project can go off course.” Before, if a boatload of supplies was being sent to Haiti and there was a problem somewhere, a lot of time was taken up finding out where the problem was—because staff was not tracking things in a standard way. As a result, even more time was needed to find possible solutions to the problem and alert recipients that the aid might be delayed. “For everyone to put on the project manager hat and standardize the way every single thing is done means that now the whole organization is on the same page as to what needs to occur from the time a hurricane hits Haiti and when a boat pulls in to unload supplies,” says D’Addario. With so much care taken to put a process foundation firmly in place, configuring the Primavera solution was actually quite simple. Specific templates were set up for different types of shipments, and dashboards were implemented to provide executives with clear overviews of every project in the system. AmeriCares’ Loop reports that system planning, refining, and testing, followed by writing up documentation and training, took approximately four months. The system went live in spring 2011 at AmeriCares’ Connecticut headquarters. While the nonprofit has an international presence, with warehouses in Europe and offices in Haiti, India, Japan, and Sri Lanka, most donated medicines come from U.S. entities and are shipped from the U.S. out to the rest of the world. In addition, all shipments are tracked from the U.S. office. AmeriCares doesn’t expect the Primavera system to take months off the shipping time, especially for sea containers. However, any time saved is still important because it will allow aid to be delivered to people more quickly at a lower overall cost. “If we can trim a day or two here or there, that can translate into lives that we’re saving, especially in emergency situations,” says Sears. A Cultural Change Beyond the measurable benefits that come with IT-driven process improvement, AmeriCares management is seeing a change in culture as a result of the Primavera project. One change has been treating every shipment of aid as a project, and everyone involved with facilitating shipments as a project manager. “This is a revolutionary concept for us,” says McDermott. “Before, we were used to thinking we were doing logistics—getting a container from point A to point B without looking at it as one project and really understanding what it meant to manage it.” AmeriCares staff is also happy to report that collaboration within the organization is much more efficient. When someone creates a shipment in the Primavera system, the same shared template is used, which means anyone can log in to the system to see the status of a shipment. Knowledgeable staff can access a shipment project to help troubleshoot a problem. Management can easily check the status of projects across the organization. “Dashboards are really useful,” says McDermott. “Instead of going into the details of each project, you can just see the high-level real-time information at a glance.” The new system is helping team members focus on proactively managing shipments rather than simply reacting when problems occur. For example, when a container is shipped, documents must be included for customs clearance. Now, the shipping template has built-in reminders to prompt team members to ask for copies of these documents from freight forwarders and to follow up with partners to discover if a shipment is on time. In the past, staff may not have worked on securing these documents until they’d been notified a shipment had arrived in-country. Another benefit of capturing and adopting best practices within the Primavera system is that staff training is easier. “Capturing the processes in documented steps and milestones allows us to teach new staff members how to do their jobs faster,” says Sears. “It provides them with the knowledge of their predecessors so they don’t have to keep reinventing the wheel.” With the Primavera system already generating positive results, management is eager to take advantage of advanced capabilities. Loop is working on integrating the company’s proprietary inventory management system with the Primavera system so that when logistics or warehousing operators input data, the information will automatically go into the Primavera system. In the past, this information had to be manually keyed into spreadsheets, often leading to errors. Mining Historical Data Another feature on the horizon for AmeriCares is utilizing Primavera P6 Professional Project Management reporting capabilities. As the system begins to include more historical data, management soon will be able to draw on this information to conduct analysis that has not been possible before and create customized reports. For example, at the beginning of the shipment process, staff will be able to use historical data to more accurately estimate how long the approval process should take for a particular country. This could help ensure that food and medicine with limited shelf lives do not get stuck in customs or used beyond their expiration dates. The historical data in the Primavera system will also help AmeriCares with better planning year to year. The nonprofit’s staff has always put together a plan at the beginning of the year, but this has been very challenging simply because it is impossible to predict disasters. Now, management will be able to look at historical data and see trends and statistics as they set current objectives and prepare for future need. In addition, this historical data will provide AmeriCares management with the ability to review year-end data and compare actual project results with goals set at the beginning of the year—to see if desired outcomes were achieved and if there are areas that need improvement. It’s this type of information that is so valuable to donors. And, according to York, project management software can play a critical role in generating the data to help nonprofits sustain and grow. “It is important to invest in systems to help replicate, expand, and deliver services,” says York. “Project management software can help because it encourages nonprofits to examine program or service changes and how to manage moving forward.” Sears believes that AmeriCares donors will support the return on investment the organization will achieve with the Primavera solution. “It won’t be financial returns, but rather how many more people we can help for a given dollar or how much more quickly we can respond to a need,” says Sears. “I think donors are receptive to such arguments.” And for AmeriCares, it is all about the future and increasing results. The project management environment currently may be quite simple, but IT staff plans to expand the complexity and functionality as the organization grows in its knowledge of project management and the goals it wants to achieve. “As we use the system over time, we’ll continue to refine our best practices and accumulate more data,” says Sears. “It will advance our ability to make better data-driven decisions.”

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