Challenging yourself in an Information Technology environment is a vital part of your overall growth and success, but when you’re migrating from a legacy system to a Cloud implementation, challenges can quickly become blockers. And that’s when you start spinning your wheels and potentially wasting valuable time and resources. 

So what do we mean by a blocker? One example is determining your reporting needs during an Oracle Cloud implementation. Effective reporting plays a critical role in providing organizations with valuable insights and informed decision making, but figuring out the best time to start developing your reporting strategy can vary from one organization to another.  

Here are some key considerations and critical areas to explore when making a plan for your reporting needs: 

Identify key reporting requirements: Meet with stakeholders to understand your organization's reporting needs and objectives, followed by a thorough analysis of existing reporting processes and systems. This stage will also help flesh out the types of reports that will be required, such as financial statements or operational metrics. 

Establish a reporting framework: Develop a framework that aligns with the organization's goals and reporting needs, including reporting hierarchy and structures in Oracle Cloud. 

Discuss and finalize report requirements: This is when you’ll meet with key stakeholders, including finance, operations, and IT teams, to gather their reporting requirements and expectations. 

Reporting in Different Phases of Oracle Cloud Implementation 

There are multiple phases to the implementation process, each designed to help your implementation strategy evolve to meet your organization’s specific needs. The phases that will work best for your reporting discussions will vary—but here’s how the reporting discussion would potentially fit in during each one: 

Discovery phase: This is when you’ll identify the existing reporting landscape and document the current reporting solutions. It’s vital to engage with stakeholders during discovery to understand pain points, desired improvements, and specific requirements. Depending on your organization, this could be a good time to introduce reporting requirements, while seeking feedback and input from stakeholders. 

CRP1 (Conference Room Pilot 1) phase: Here, you’ll demonstrate the Oracle Cloud solution to end users and gather their input. You’ll present sample reports and dashboards, showcasing the capabilities of Oracle Cloud reporting tools, and collect feedback to refine the reporting requirements. 

CRP2 (Conference Room Pilot 2) phase: This phase focuses on reviewing the configured Oracle Cloud solution and sharing updated report prototypes based on the refined requirements gathered during CRP1. This is a great time to seek input from stakeholders on any additional reporting needs or modifications. 

UAT (User Acceptance Testing) phase: UAT allows end users to test the Oracle Cloud system, ensure it meets their requirements, and explore sample reports to validate their accuracy and usability. This phase is ideal for gathering feedback on report performance, data accuracy, and any necessary adjustments to optimize the reporting experience. 

SIT (System Integration Testing) phase: During this phase, users test the integration of data from various sources into Oracle Cloud. They can validate the data flow and accuracy of integrated reports to ensure seamless data synchronization, and address any data integration issues or discrepancies.  

Make a Solid Reporting Plan From the Start 

Reporting is a key part of any Oracle Cloud implementation project, and your organization needs a customized strategy to address your specific requirements and keep you from wasting time and resources. 

An AXIA consultant can guide you through the process by assessing your current business landscape, identifying your organization's requirements, addressing potential gaps, and opening discussions at the right time. So you can bypass the blockers and make your project a success! Contact us today to schedule a free consultation.