“Safe Harbor” Statement


This information reflects the status of Ariba solution planning as of September 2013. All such information is the Confidential Information of Ariba (per the contract between our companies), and must not be further disclosed, as stated in the confidentiality clause of that contract. This presentation contains only intended guidance and is not binding upon Ariba to any particular course of business, product strategy, and/or development. Its content is subject to change without notice. Ariba assumes no responsibility for errors or omissions in this document. Ariba shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials.




New Brunswick, NJ

September 17, 2013

8:00 AM – 5:30 PM



  • J&J
  • McKinsey
  • Accenture
  • Bank of America
  • Pfizer
  • Sodexo
  • Morgan Stanley
  • United
  • Amgen
  • HP
  • Exxon Mobil
  • Republic Services
  • Liberty Mutual
  • Deloitte
  • JPMC


  • On-Premise Team: David Leonard, Laura Parker, Jeremy Carter, Matt Hugo
  • Product Management: Jason Brown, Rama Penamarti
  • CMO: Matt Leone (Regional VP, North East), Steve Seide (CEx), Cory Olson (CEx)
  • Mike Cowles – General Manager North America

9:00 – 9:45

Welcome, Introductions and On-Premise Update

Dave Leonard

History: OPUG is three years old – there have been questions on roadmap and where the product is going that we have addressed over the years

What’s on the agenda today?

  • Screen shots and new features from 9r2
  • Upgrade and Installation considerations
  • Update on 9r3 (we need more votes if you have not voted yet)
  • Conversion refresher course
  • Adoption – All Spend in Ariba initiative

Ariba LIVE is in 6 months (to the day!)

  • We are looking for customer breakout speakers

Question:What was the request process for 9r3 voting? It may have been missed.

  • A: Jason will discuss in his session, we can extend

9:45 – 10:00

Executive Introduction

Mike Cowles

Ariba and SAP – why is it interesting?

  • Bringing together largest enterprise application and largest network
  • SAP is rounding out the ability to address more of the market – for example, SuccessFactors and Ariba add to the cloud, and Hana on the DB side
  • Is On-Premise still important? Absolutely, by numbers it is a small community, but by market capital it is a very large part of the Ariba community.
  • Hybrid – you can stay in On-Premise and continue to get support, but start to get cloud innovation as well
  • 350 global customers on the network (270 in North America) – On-Premise customers in OPUG today represent more than half of the $450B on the Ariba Network.

10:00 – 11:30

9r2 Point Update

Jason Brown

Implementation Considerations

  • Hybrid (APC and ASP) will be built in 9r2 but will be dependent on 13s2 being delivered in the cloud.
  • Question:Will 13s2 be much later than 9r2?
    1. o   A: Yes, 9r2 will definitely be released before 13s2
  • Question:To get the new hybrid features do you have to have a license to the cloud?
    1. o   A: Yes, any of the collaborative features that are in the cloud require a solution like APC, which is a cloud license, but some of the features being developed in the cloud will be brought back into On-Premise as features.
  • Question:When is 13s2?
    1. o   A: Current date is Q3, 2014
  • Question: What is the mobile API, is it different from using Ariba in a browser?
    1. o   A: Mobile API enables others to build apps to access Ariba.  Mobile Safari support means that you can use the "native" browser-based application on an iPad without issues.

Multiple customers state their sales folks only have iPads now. They like ability to use safari now.

Some items slated for sp31 will be in 9r2 some in sp30. Contact support representatives with specific concerns.

9r2 is delayed by a few months, but will be in as close to Q1 as possible.

  • Question:What are the advantages of using an app vs. a browser on an iPad?
    1. o   A: Rama / Dave answer is that app is simpler/faster. Plus they can get more information/options using open API
  • Question:API for T&E in 9r2?
    1. o   A: Downstream approvables are included, so T&E approval flows will be supported.
  • Question:Have any other customers built an app? Why is Ariba not building it?
    1. o   A: We are not committed to building an app but at same time evaluating options.

9r2 is in the 5th milestone of a 6 milestone release. Following are the activities remaining:

  • Testing: regression, Platform Compatibility, Migration, Performance
  • Readiness Activities
  • Question:Would you consider using customers who had a hard time upgrading to 9r1?
    1. o   A: The difficulty with testing on the biggest customers is the number of customizations. It is extremely hard to test upgrading with all of the customizations in place.
  • Question:What is making it go faster?
    1. o   A: There are several parts – including moving to Java 1.7 (enhanced and robust garbage collection)
  • Question:Will you provide the hardware guides?
    1. o   A: Yes, this will be part of the sizing guide.
  • Question:Will there be any performance improvements in reporting?
    1. o   A: There will be some as a side effect of the other changes, but there are no direct reporting changes – this is a priority for 9r3.
  • Question:When will the release notes be ready?
    1. o   A: Approximately 4 weeks in advance of 9r2 GA.

Compatibility Matrix – Reference the table in the slides:

  • All certifications will be present as of SP30
  • Question:We don’t see our configuration on there, who do we ask about that?
    1. o   A: Jason Brown and Rama.
  • Question:What SP do we need to be at in order to upgrade?
    1. o   A: As part of upgrade you will need to go through 30, but you do not need to have it live in production. There’s no stop point to test, it’s just a pass through.

Readiness – Documentation and Communication:

  • Sizing guide and public API’s at least 4-6 weeks before the GA date
  • Working on a shared instance to log into for screen shots, and to play as a sandbox.
  • Consulting will work with us on testing and upgrading.
  • Upgrade Lab:
    1. o   Work with you to upgrade – mix of onsite, offsite, and take data offshore to upgrade and bring back, and staff augmentation
  • Webinars:
    1. o   Bi-weekly, starting in October and going through March.
    2. o   Option to consolidate features and do less but longer.
    3. o   Other option is to do web ex’s but not allow questions.
    4. o   Audience poll… thoughts? More but smaller: 40%, Fewer but longer: 35%... inconclusive… hybrid approach?
  • Question:Who is planning to go live in 2014?
    1. o   A: 4 attendees
  • Question:Why would you not upgrade in 2014?
    1. o   A: Is there a date set when 9r1 is no longer supported? We have other change management projects.
    2. o   Side Note (Jason): 9r3 will be 18 months later… you will be 2 releases behind if you wait until 2015 to upgrade.
    3. o   Side Note (Dave and Jason): There is not an end date for 9r1. SAP policy is “7 years” and we are working with that timeframe. When we publish a GA date we do not publish an end date at the same time.
    4. o   Side Question (?) : 9r1 was such a painful experience that we are shy to upgrade again. Will this be different?
    5. o   Jason: We heard you loud and clear – this will be different. A “service pack and a half” is the mantra  for the 9r2 upgrade. We are committed to this.

11:45 – 12:15

9r2 Features (Archive and Purge!)

Jason Brown

Archive (bundle up the data for export) and Purge (delete it out of the system):

  • Big takeaways from input when designing this feature:
    1. o   Make it perform – cannot take days to run
    2. o   It has to work while the system is up
    3. o   Make it work
  • This runs while the system is up – NO NEED FOR DOWN TIME.
  • In the new UI you will select the object you want to A&P and define criteria.
    1. o   The child data related to the object selection will also be archived and purged.
    2. o   No master data is deleted – transactional only.
    3. o   You can select criteria by AQL, by partition, etc
  • Once you’ve defined your object and criteria you run the Archive task.
    1. o   The task runs and identifies the candidates for archival.
    2. o   Review the candidates – if you want to keep an object, you can deselect it from being archived.
    3. o   The UI shows how many are purge-able, and how many are being kept
  • Review your results and approve your results for archival.
    1. o   Start the task to Archive and Purge
    2. o   The two tasks go together – you can just Archive or just Purge
    3. o   Once started the data will be archived and kept on disk for you to do what you want
  • History Tab:
    1. o   Shows you what you archived when, searchable.
  • Question:Can you export the identified objects, what if we have 100,000 identified objects?
    1. o   A: Good feedback. The initial running will have a lot of data, but in the steady state, there should be much fewer objects to review.
  • Question:Are the filter and conditions on the parent or the child objects? What if a Contract has a PO against it that needs to be kept?
    1. o   A: On the parent.
    2. o   Action: We need a takeaway to talk about the cross app archival.
  • Question:Are the results kept in a table that can be accessed?
    1. o   A: Yes the BaseIDs are kept in a table
  • Question:How many candidates can be archived? Can we just pick a time line to select?
    1. o   A: As many as are identified. Yes you may filter by dates.
  • Question:What if the task fails is there a backup?
    1. o   A: Purge does not run until the file is successfully written.
  • Question:What is kept in what format? Can you search? What fields do we get? Are document attachments included?
    1. o   A: The objects are kept as an XML and as a human readable file directory. You can use your OS search to find it. Attachments are included.
  • Question:What happens in Analysis?
    1. o   A: We logically delete in the application and then in Analysis, and purges only after deleted from each place.
    2. o   Follow-up: Can we keep it in Analysis but not in Buyer?
  • Question:Is there a progress status to show how far it’s gone so far?
    1. o   A: No, but the output is written to disk one by one, so you can watch progress there.

Break for Lunch

12:50 – 1:00

9r2 Features (Supplier Org Hierarchy and Reporting)

Jason Brown

Allows for organizations to be linked child to parent (up to 10 levels deep):

  • Question:How is this managed? Data Load or manually maintained?
    1. o   A: This is an Upstream data element, and organizations are typically managed manually because they do not typically all live in the ERP.  These relationships can be managed in bulk via CSV files per typical master data management.

1:00 – 1:10

9r2 Features (Conditional Content)

Jason Brown

Allows for content to have conditions applied (either simple, or combine simple conditions for complex conditions):

  • Conditions are defined and can then be applied to content either as single or as combination conditions.

1:10 – 1:15

9r2 Features (Multiple Ship To’s)

Jason Brown

Allows for a single PR line item to be blown out into multiple PO’s:

  • Each ship to is expanded to a line item.
  • Question:Does this work with punchout?
    1. o   Action: Need to follow up.

1:15 – 1:30

9r3 Voting Process

Jason Brown

Deadline pushed back some due to responses and technical difficulty.

Initial results review – Refer to slides

What can we do better?

  • We like the $$ based voting scheme!

1:30 – 2:00

Conversion Overview

Jeremy Carter

Intro and Definition of conversion:

  • Moving from On-Premise to On-Demand
  • Why? Innovation that will not be back-ported, collaboration in the cloud.
  • Corporate initiatives sometimes lead to conversion assessments – cloud first, simplify, ease of use, etc


  • Benefits Analysis
  • Solution Analysis
  • Roadmap

Benefit Analysis and Solution Assessment Example

  • Question:Are the wave plans just the solutions or do you actually go to the category level of detail?
    1. o   A: It’s both, depending on the scope – if Sourcing is in scope or not.

On-Premise customers assessing cloud are driving cloud innovation.

  • Question:If you move to On-Demand for Sourcing for example, does that come with more support?
    1. o   A: Yes, because it’s SaaS, there are additional services available in a few different levels – Event Day Management, Consulting/Training, Best Practice Center.
  • Question:How will real time integration work in On-Demand? Private cloud?
    1. o   A: We have real time integration today for master data, and are just adding it for transactional data. It will be a generic input and output that will allow you to get the metadata from the document and send back a positive or negative, and a reason code.
  • Discussion (Toni):Worked with Jeremy and team on a roadmap and highlighted “red flag” items which require Ariba product support and development – took longer than typical assessment, because of their internal timelines and also the complexity of the assessment.

2:30 – 4:00


Geeta Menon

All Spend in Ariba overview: working with you on your journey.

Released 3 this year: ThomasNet, Maximo, GuideWire

Areas of interest:

  • Tangoe
  • Market Research (x2)
  • Timetryx
  • Insurance
  • Contract Labor (x2)


  • Catalog content for MRO spend
  • Facilitates Level 2 Punchout
  • Question:Is this a subset of APC, does it solve the APC content problem?
    1. o   A: No, this is a supplement to your exiting catalogs – regardless of if they are in APC, in Buyer, or in P2P.
  • Question:Does this work from screen scraping or are they actually building out catalogs?
    1. o   A: ThomasNet helps suppliers to build out their catalog and content.


  • Implemented by a major insurance provider in Australia
  • For insurance companies, claim spend is a huge segment and driving it through a proper channel is key to compliance and cost savings.
  • Impact on other areas: Configuration made for one area may add features and abilities for other areas.


  • How many own Maximo? (3+)
  • Part of IBM – handles MRO spend, work orders, etc
  • Two attendees connect Maximo through Buyer (via EOE/ReqImport) in order to get approval compliance, and automation.
  • Question:Does this apply to contract compliance and accumulators?
    1. o   A: It depends on how you are using it – if the contracts are in Maximo then yes, or if the requisition is imported into Ariba, or if the catalog item is a punchout.
    2. o   Discussion: Using a custom built solution to leverage historical data in Buyer – the problem in Latin America is that each type of item requires additional tax information, so the built solution allows users to copy recently used items with the included extrinsics.
  • Question:Are there other MRO systems you are on that you would be interested in seeing a similar solution?
    • Crickets

4:00 – 4:30

Other Categories

Matt Hugo


  • All spend types, bidding on elements or services, timesheets vs receipts
  • Question:Do you have any companies like CBRE, JLL etc using this?
    1. o   A: They can utilize this, but do not right now.
    2. o   Replicon used for timesheeting and facilities management


  • Not considered because of number of lines, and complexity
  • Question:(With reference to fuel) Is there an ability to add multiple types of taxes to an invoice?
    1. o   Ariba to follow up


  • Field Services – Service Entry Sheet (same as time sheet)
  • Question:Does this apply to houses that are owned by the bank – services required to maintain them?
    1. o   A: Yes, the services part can apply.


  • One customer – Use Tangoe but is not prioritized
  • Tangoe does a lot of things that Ariba cannot – manage the tools and devices – work with carriers to include data and usage
  • Benefit is the Tangoe capabilities on top of Ariba compliance

Legal – TyMetrix:

  • PO goes from Ariba to TyMetrix where lawyers are connected.
  • TyMetrix is treated as the supplier, but the law firm is included in the PO details
  • Question
    1. o   A: We are using standard elements so the law firm is present. Custom reports may be required, but the data is available.

Q&A, Other Topics:

  • Asset Management – Truck purchasing: chassis from one place, body somewhere else, cameras, etc, add-ons elsewhere… currently one PO per vendor and somehow link the PO’s together to one truck. Would be nice if there was a way to link and track the items together. Want to avoid splitting requisitions. (Issue with the req line item being on the invoice for suppliers instead of PO line item)
  • Statements of Work
  • Airlines and booking fares?