Tag: Root Cause Analysis

  • The Consultant’s Secret: Solve the Right Problem First

    The Consultant’s Secret: Solve the Right Problem First

    Problem solving starts with something that sounds obvious: make sure you’re solving the right problem. Every Oracle Fusion implementation eventually encounters problems. The difference between successful projects and struggling ones isn’t whether issues occur—it’s the team’s approach to problem solving.

    One of the biggest misconceptions in ERP implementations is that every problem is a system problem. In reality, many issues have little to do with Oracle itself. The application is often functioning exactly as designed. The real challenge is understanding the business process behind the issue before changing configuration, building reports, or introducing customizations.

    Experienced Oracle consultants know that solving the right problem is far more important than solving the first problem that appears.

    Not Every Problem Is the Same

    Successful consultants quickly recognize that implementation challenges generally fall into one of two categories.

    • Creative problem solving – determining how to design a business requirement within Oracle.
    • Issue resolution – understanding why something that should work is no longer producing the expected result.

    Although they may appear similar on the surface, they require very different approaches. Treating every issue as a configuration problem often sends implementation teams in the wrong direction before they’ve identified the real cause.

    Prove Oracle First

    When users report that Oracle isn’t working correctly, the first objective should be proving whether the application is actually behaving as expected.

    Consider a common example involving Oracle Projects and Fixed Assets. A finance team notices significant balances remaining in Construction in Progress (CIP) accounts and immediately concludes there’s a reporting problem.

    Before changing reports or configuration, ask a series of simple questions.

    • Are invoices successfully transferred into Projects?
    • Is  Projects creating CIP assets?
    • Can those assets be capitalized?
    • Does depreciation run successfully?

    If the answer to each question is yes, Oracle has already demonstrated that the application is functioning correctly.

    The issue lies somewhere else.

    When Oracle Works, Examine the Business Process

    Once Oracle has been eliminated as the source of the problem, attention should shift to the business process itself.

    Many implementation issues are actually ownership problems.  Who determines when an asset is ready for capitalization?  Who communicates that decision?  Who performs the next step?

    Oracle faithfully executes the business process it’s given. If nobody tells the application an asset is ready to capitalize, Oracle will continue to behave exactly as designed.

    Changing configuration won’t solve an undefined business process.

    Look for Patterns, Not Individual Problems

    During Assessment projects, consultants often receive long lists of seemingly unrelated issues.  The instinct is to work through them one by one.

    Unfortunately, that frequently treats symptoms instead of identifying root causes.

    Instead, step back and evaluate the entire collection of issues.

    Ask questions such as:

    • Are multiple issues affecting the same accounting process?
    • Do they involve the same business area?
    • Did they begin after the same configuration change?
    • Do they impact the same reconciliation accounts?
    • Is one upstream process creating downstream problems?

    Finding a single root cause can eliminate multiple reported issues at once.

    Modern analytics tools, and increasingly AI-assisted analysis, make identifying these patterns much easier than reviewing each issue independently.

    Don’t Build Custom Reports Too Quickly

    One of the most common requests during an implementation is for another custom report.  Before creating one, ask a different question – Does Oracle already provide the information?

    Oracle Fusion delivers an extensive library of seeded reports. Frequently, the required data already exists within the XML output or BI Publisher data model.

    Sometimes the only change required is updating the report template rather than designing an entirely new report.

    Before developing a custom report, review:

    • Existing seeded reports
    • Available XML output from those seeded reports
    • BI Publisher data elements
    • Template capabilities

    A small enhancement may deliver exactly what’s required without increasing long-term maintenance.

    Understand Oracle Before Extending Oracle

    One of the most valuable habits an Oracle consultant can develop is resisting the urge to customize before fully understanding standard functionality.

    Oracle functionality often behaves the way it does for a reason. Something that initially appears limiting may actually reflect a broader architectural or accounting requirement.  When consultants understand why Oracle behaves the way it does, simpler solutions frequently emerge.

    Instead of creating hundreds, or even thousands, of unnecessary configuration objects, teams can often leverage existing Oracle capabilities with far less complexity.

    The result is a cleaner implementation that’s easier to maintain, easier to support, and significantly less expensive over the life of the system.

    Ask Better Questions

    Many implementation challenges can be solved simply by asking better questions.

    Instead of asking “What report do you need?”, ask “What decision are you trying to make?”

    Instead of asking “Which setup should we change?”, ask “What business process are we trying to support?”

    Instead of asking: “What’s broken?”, ask “What outcome are we trying to achieve?”

    These conversations almost always reveal information that changes the direction of the solution.

    A Practical Framework for Solving Oracle Problems

    Whether you’re implementing Oracle Fusion, supporting production, or designing a new business process, a structured approach consistently produces better results. Our approach to problem solving follows eight basic steps:

    1. Define the real business problem.
    2. Agree on the desired business outcome.
    3. Verify Oracle’s standard functionality.
    4. Separate application issues from process issues.
    5. Look for common patterns across reported problems.
    6. Leverage standard Oracle functionality whenever possible.
    7. Extend Oracle only after understanding how it was designed.
    8. Validate that the solution achieves the original business objective.

    Following this process reduces unnecessary customization while improving long-term supportability.

    Final Thoughts

    The most successful Oracle consultants aren’t simply experts in configuration.

    They’re experts in problem definition.

    They know when Oracle is behaving correctly. They recognize when the business process—not the application—is creating the issue. Most importantly, they resist the temptation to jump straight into technical solutions before understanding the business challenge.

    Oracle Fusion is an extraordinarily capable platform, but even the best technology can’t compensate for solving the wrong problem.

    Before changing configuration, building reports, or developing custom functionality, take a step back and ask one simple question:

    Are we solving the right problem?

    That question can be the difference between solving the business problem and simply creating more work. Problem solving isn’t about knowing every configuration option. It’s about understanding the problem well enough to know which option actually solves it.