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As part of the CRM upgrade initiative Stockland wants to upgrade Siebel V7.8 to Siebel v
8.1.1.10, Oracle BI Apps v7.9.5 to v7.9.6.4, OBIEE 10g to 11g (v11.1.1.7.1) and SQL
Server 2008 R2.
About Stockland
Stockland is Australia's largest diversified property group. They develop and manage retail
centers, office buildings, industrial sites, residential communities and retirement living
villages. Stockland was founded in 1952 with a vision to "not merely achieve growth and
profits but to make a worthwhile contribution to the development of our cities and great
country." We have a long and proud history of creating places that meet the needs of our
customers and communities.
1. Retail.
2. Residential.
3. Retirement living.
4. Office.
5. Industrial.
Retail:
They are one of the largest retail property owners, developers and managers in Australia.
PORTFOLIO
41 retail centers
TOTAL END VALUE
$5.3 billion approx.
At 30 June 2013
Residential:
The leading residential developer in Australia and we're focused on delivering a range Of
master planned communities in growth areas across the country.
Stockland has been helping Australians create quality housing and thriving communities for
more than 60 years. Many people dream of building their own home but see it as being too
hard to do. Stockland makes it easy by giving you a choice of communities, lot sizes and
positions, and through partnerships with leading builders that offer modern, spacious and
quality homes.
And because we’re Australia’s largest residential developer, we’re experts in creating
communities that are safe and secure for children, with plenty of space to grow and homes
that are close to schools, shops, transport and nature.
PORTFOLIO
84,400 lots
TOTAL END VALUE
$21.2 billion approx.
At 30 June 2013
Retirement Living:
Stockland is a proud Australian company with over 60 years’ experience in creating vibrant
communities, and with 62 retirement communities across Australia; they are committed to
fulfilling the needs of older Australians. The Stockland Retirement Living team, from the
office to the garden, is passionate, professional people dedicated to supporting Australian
communities.
PORTFOLIO
Development pipeline:
4,050 units
At 30 June 2013
Office:
Their focus is on maximizing investment returns across the industrial portfolio
PORTFOLIO
16 properties
TOTAL END VALUE
$1.6 billion approx.
At 30 June 2013
Industrial:
Their properties are strategically positioned in key locations for logistics, infrastructure and
employment.
PORTFOLIO
13 properties
TOTAL END VALUE
$0.8 billion approx.
At 30 June 2013
Existing system:
Siebel v7.8
Oracle BI Apps v7.9.5
OBIEE 10.1.3.4.1
Informatica 8.6.0
DAC 10.1.3.4.1 and
SQL Server 2005
Proposed system:
Siebel 8.1.1.10
Oracle BI Apps v7.9.6.4
OBIEE 11.1.1.7.1
Informatica 9.0.1
DAC 11.1.1.6.4 and
SQL Server 2008 R2
As per the SOW this is the scope of project and It covers the required tasks involved during
pre-upgrade, upgrade and post-upgrade process for all the in-scope environments, i.e. DEV,
DUT, SIT, UAT and PRD. Also it covers details about the repository migration between the
environments during Testing Phase.
Siebel is the main source and there are 64 interfaces, includes 33 Real-time, near Real-time,
batch interfaces and 31 Siebel RCRs.
Batch 20
RCR’s 31
Total 64
Below is the list of interfaces integrated with Siebel:
JDE Integration has been done via two ways, Real Time and Batch interfaces
Batch Interfaces:
Account
Assets
Agreements
Abatements
Monthly Turn Over
Vacprov
Lease Debt
Projects/Stages
With the help of informatica the data will be extracted from Siebel (OLAP) and it’s loaded into SQL
2008 R2 (OLTP). OBIEE 11.1.1.7.1 is the front end Application to analyse and build the Stockland data
and generate the reports to Stockland.
Functional overview:
1. Retail
2. Residential.
3. Retirement living.
4. Office.
5. Industrial.
Mainly we can segregate them into two types as per OBIEE dashboards they are
1. Commercial (leasing)
2. Housing (residential)
Commercial:
As per the nature of business in this mainly we can list 3 types of categories 1.retail, 2.Office,
and 3.Industrial.
Housing:
As per the nature of the business 1.residential and 2.Retirement living comes under housing
category.
Stockland
(real-estate)
Commercial
Housing
1.retail, 2.Office, and
3.Industrial. 1.residential and
2.Retirement living
Dashboards:
Stockland had 12 Active dashboards in its old environment and we upgraded the same into
the new environment i.e. OBIEE 11.1.1.7.1. Each dashboard will contain different set of
dashboard pages and reports as per the client’s categorization on the business requirements,
in that one board named Residential Marketing Manager Dashboard is empty it means it
doesn’t contains any dashboards pages and reports.
1. CP Asset Dashboard
2. CP Compliance Dashboard
3. CP Leasing Dashboard
4. CP Retailer Dashboard
5. Residential Asset Dashboard
6. Residential Asset Manager Dashboard
7. Residential Marketing Dashboard
8. Residential Marketing Manager Dashboard
9. Residential Sales Dashboard
10. Residential Sales Manager Dashboard
11. Residential Senior Manager Dashboard
12. SGP_Usage_Tracking.
The first 4 dashboards carry the reports of commercial properties of Stockland like office
buildings, industrials parks, it parks, and shopping malls which are categorized as
commercial properties as per legal act. And the rest of the dashboards carry the reports of
residential properties like retirement villas details and residential contracts, tenant’s details
etc.
1. CP Asset Dashboard:
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Centre Management Watch list Summary - Level 1
Explanation: this report explains about the leases on which they have decided on the tenants
and not finalized on the prices and contract price are 42, for which they finalized the rates or
finalized the contract price the tenant are not paying the rents are 4
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Explanation: this report explains about the number of new deals and renewals, which are
settled immediately or under bank guarantee or under some other guidance without any lease
it means the agreements are made between two parties without any lease and the agreements
are made by cash settlements and bank mortgages and all. The counter parties will take the
properties in cash settled in some specified time frame which mentioned in agreement.
Without bank guarantee = its settles completely by cash and the properly will be handover by
Stockland to counter party in sometime mentioned as per the agreement.
Renewals are nothing but the handover dates will be extended by the landlords by some
construction delays.
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Explanation: explains about the number of overdue designs in the constructions in interior
and fitouts, TAR , and overdue in openings / renewing in next month, and all the
contributions to be finalized
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2. CP Compliance Dashboard
This dash board contains one page i.e LeaseAdminWatchlist and 2 reports
LeaseAdminWatchlist
1. LeaseAdminWatchlist Summary
2. LeaseAdminWatchlist Summary – Assignments
LeaseAdminWatchlist Summary
Explanation: this reports explains about the lease instructed and but not issued, it means the
leases are instructed in the agreements and the both the parties are ready for the conditions
and but it’s not legalized which means it’s not handover to the counter party officially, it may
hang up on some issues.
Unsigned leases > 90days from lease issued date is means the leases are not signed 90 days
even after issued by one of the parties
Fit outs to be paid: the charges to the fit outs for the fit outs need to be paid for new deals and
as well as in renewals.
Trading without a lease, it means the property will be settled directly with the help of bank
guarantee, which is settled without lease.
Trading without bank guarantee it means the property will be settled directly without the help
of bank guarantee, which is settled without lease and bank it means it a complete cash
transaction.
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Explanation: it explains about the assignments which are on their board to be delivered on
time by the Stockland to the customers as per the agreements
And also the assignments pending with the Stockland from long time and which are falling
under short time & out of contract time called as outstanding assignments
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3. CP Leasing Dashboard
CP leasing dashboard contains 5 pages and 24 reports it’s a huge dashboard in entire
Stockland and important dashboard and complex dashboard too, which is containing
all the data about the commercial properties like leasing contracts, its tenure details,
and contract value, customer details, revenue etc.
1. Leading KPI's
4. Risk
5. Leasing Finance
CP leasing dashboard
screenshots :
Leading KPI's page > this page contains 5 reports
4. Leading KPI FY
5. Active Centre
Explanation: this report explains year to date achieved sites, the growth over the previous
year %, and variance to budget %, capital variance to budget %, lost rent variance to budget
% over the last year in new leases and renewals, and blended deals.
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Explanation: this report explains about over 6 months to Dec & 6 months to Jun period the
sites, the growth over the previous year %, in new leases and renewals, and blended deals.
And
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Leading KPI FY
Explanation: this report explains about over a 12 months period the sites, the growth over the
previous year %, variance to budget %, capital variance to budget %, lost rent variance to
budget % over the last year in new leases and renewals , and blended deals.
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Active Centre
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Workload and Activity page > this page contains 4 reports
1. Leasing Activity
2. Leasing Pipeline
3. Workload
4. Run rate
Leasing Activity
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Leasing Pipeline
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Workload
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Run rate
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Capital and Lost Rent page > this page contains 5 pages
2. Leasing Capital FY
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Leasing Capital FY
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Risk Management
Risk Management
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Leasing Finance page > this page contains 24 reports in dash board 41 in catolog along with
navigated reports
List of reports:
A1 - Leasing Spread
A5 - Detail by Site
A1 - Leasing Spread
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A5 - Detail by Site
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4. CP Retailer Dashboard
This dashboard contains 6 pages and 33 reports
List of pages :
Retailer Ranking
Tenancy Schedule
List of reports:
Retailer Performance
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Group Performance
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Group Performance MAT PSM Snapshot
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Retailer Performance
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Retailer Performance MAT PSM Snapshot
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Retailer Performance Occ Cost Variance non Blended
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Worst Performing Retailer Occ Cost
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1. Summary
2. Leads
3. Team’s Opportunities
4. Call Metrics
6. Budget Analysis
7. Days to Deposit
8. Conversion Time
9. Opportunity Conversion
Reports list:
Open Opportunities
Sales Leverage
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5. Filter Settings
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6. Open Opportunities
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8. Lead Metric Insight – Report
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5. Sales Leverage
Reports list:
Sales Leverage
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5. Sales Leverage
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12. SGP_Usage_Tracking.
This dashboards is about to capture all the data about tracking usage of dashboards by
users. It means its explains about the how users utilizing the dashboards and how
frequently they are visiting, which dashboard and at what time and how many times
he visited the dashboards in a week and how often he visited the dashboards by role
we can get the details
Explanation: the below screen shot explains about in 4 months the user how many
times visited the dashboards and his working hours in that months and weekly how
many times he accessed the dashboard, by that calculated % of utilization per day,
reports accessed, and reports accessed this way we can track the usage particulars
roles wise and responsibilities wise however we want
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