CPQ Cloud Product Update and Directioncpqcloud.communities.oaug.org/multisites/XXXXX/media/Presentations/... · – Use the Oracle CPQ Cloud configurator inside the Commerce cloud

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

CPQ CloudProduct Update and Direction


Safe Harbor StatementThe following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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CPQ Overview

4


CPQ in Oracle CX Cloud

Data Management

Analytics & Data

VisualizationApplication

DevelopmentContent &

CollaborationProcess &

IntegrationIdentity & Security

Unified CX Platform

CX Cloud Apps

Commerce Cloud

Sales Cloud

CPQCloud

ServiceCloud

SocialCloud

CX Marketplace

Marketing Cloud

CX for Industry

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PRESENT & PROPOSE

ORDER & FULFILL

REPORT & ANALYZE

PRICE &QUOTE

SELECT & CONFIGURE

+ -X =

Mission critical sales processOracle CPQ Cloud

Dire

ct S

ales

Channel Partners

Customers

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Not All Products are “Perfect Products”

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Novelty stink spray with authentic butt-crack smell… and a hint of roadkill

Customer quote:“He actually thought I deposited dog crap in his office somewhere.”


Oracle CPQ CloudUsed By Customers Across Many Industries

MEDIA

HI TECH SOFTWARE INDUSTRIAL

TELECOM BUSINESS SERVICESCONSUMER SERVICES

LIFE SCIENCES


Roadmap Themes & Process


Configure Price Quote Development TrendsWhere CPQ Cloud invests

Self Service Easy and FlexibleRevenue ManagementCater to the Selling

Professional

$

Drive Channel Adoptionand Productivity

Mobile FirstAnywhere, Any Device

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Roadmap ProcessRoadmap Discussion

Customer Success Forums

Customer Advisory

Board

MyBigIdeain My Oracle

Support

Other stakeholder

feedbackMarket Leading

InnovationExecutive feedback

Candidate Items for Roadmap

• PM engages with customers & stakeholders to collect candidate requirements & identify backlog features• Define roadmap themes to identify focus areas and derive criteria for evaluation• PMs collectively assign weight to each backlog feature and come up with prioritized backlog of features• Backlog features broken into smaller units to get customer benefiting features as early as possible• Backlog review done before each release to ensure development always working on key market requirements

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Current Roadmap Themes

MODERN SELLING

EXPERIENCEINTEGRATED

SOLUTIONENTERPRISEPLATFORM

SIMPLIFY LEADINNOVATION

• Modern Selling Experience• Leverage rich interface and interactive

capabilities for smarter selling

• Enterprise Platform• Build a open, flexible and performant platform

catering to enterprise business needs and scale

• Integrated Solution• Build a stronger and robust solution with key

ecosystem applications and cloud services

• Simplify• Provide the most elegant and simple way for

admin and users to leverage the product

• Lead Innovation• Pioneer the next generation selling platform

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Recent Releases


2016 R1August 2016

INTEGRATED SOLUTION

ENTERPRISEPLATFORM

• Enterprise Platform� Subscription Orders� BOM Mapping Rules� Contract Negotiation� Performance Monitoring UI� BML Enhancements� Bluecoat Tokenization for Data Residency

• Integrated Solution� Salesforce 1 (SF1) Integration on Tablet devices� Enhanced EBS Integration for Complex products� Oracle PaaS (Java Cloud Service) Integration� External Approval Engine Integration

• Simplify� Document Designer Enhancements

SIMPLIFY

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2016 R2December 2016

MODERN SELLING

EXPERIENCEINTEGRATED

SOLUTIONENTERPRISEPLATFORM

• Modern Selling Experience� Mobile UI Enhancements

• Enterprise Platform� REST APIs for Transactions� Reconfigure SOAP API� Data tables Performance

Enhancements

• Integrated Solution� Commerce Cloud Integration� External Configurator Integration� Administration Styling

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2017 Roadmap


High Level Features

• System Configuration

• Asset Ordering Enhancements

• Promotion Bundling & Pricing

• Package Lifecycle Management

• Data cube enhancements

• Groovy option for Utilfunctions

• Admin Profiles and access control

• Data table foreign keys

MODERN SELLING

EXPERIENCE

ENTERPRISEPLATFORM

• Next Gen Transaction UI

• Deal Management

• Native Approvals App

• Reporting with OBIEE

• Concurrent Quote Access

• ICS based Integrations flows

• Agreement Pricing using Service Contracts

• JDE integration

• IDCS Integration

• Document Designer Enhancements

• Modern Admin UX

• Product Eligibility Rules

• Transaction Arrays

• Native Lightning UI

• Modern Part Search & Association

INTEGRATED SOLUTION SIMPLIFY

LEADINNOVATION

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2017 R1 Overview

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• Benefits– Prerequisite to build native SFDC Lightning experience,

modern Transaction UI & enable headless UI architecture– Provide simple and intuitive integration capabilities for

customers/SIs to drive integrations with ERP, Pricing or other applications

• Features– Integration tab execution during REST API flow– Export attachment action REST API– Multi node cache persistence – Filter line attributes in REST API response– Support delta response for interact REST API– Support Favorites from/to navigation REST API

Transaction REST APIs

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• Benefits– Make smarter decisions about pricing and discounts– Present sales user visual deal metrics within the

transaction(quotes, orders) context• Features

– Optimal price determination metrics• Price Score• Average Selling Price (ASP)• Price Comparison Scatterplot• Last Price Paid

– Point and click setup for admin to select attribute and select metrics of interest

– Advanced modification for metrics available via actions– Standard attribute types available for metrics display

Deal Management – Price Metrics & Analytics

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• Benefits• Prerequisite for use cases with nested configurable

products

• Features• Ability to add models to BOM mapping rule• Same BOM schema validates CPQ model as children • Ability to see child models in transaction lines• Ability to see child models in Asset definition

System Configuration – BOM Rule Enhancements

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• Benefits– Enable subscriptions ordering support across all channels– Easily track customer assets in the repository of your

choice• Features

– Enable self service ordering via CPQ Subscription Ordering solution

– Access Asset data from Customer 3600 in 3rd party applications

Asset Ordering Enhancements

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• Benefits– Better capabilities to manage migration among multiple

dev-test-production environments

• Features– Match objects during Migration using natural keys– Migrate packages across different Commerce Processes

Migration Center Enhancements

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• Benefits– Ability for Solution Partners/Customers to create a

packaged solution with well defined boundaries & controls• Features

– Package authors can lock down BML Library functions. • Input and output of the locked functions visible but not the content• Provides mechanism to update locked functions safely in future

– Define a namespace for BML Library functions to avoid accidental naming conflicts or overrides

– Write override for the locked objects

Package Lifecycle Management

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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 25

Commerce Cloud Integration Enhancements• Benefits

– Use the Oracle CPQ Cloud configurator inside the Commerce cloud self-service experience for configuration and pricing of complex products

– Leverage investment in CPQ Cloud across all channels– Check-out can happen in Commerce cloud or the customer

can “Request Quote” from direct sales • Features

– Ability to create, modify or terminate Assets – Simplified ICS flow with new REST API to add all configured

and simple products in RFQ flow– Support BOM mapping rule based items to be sent to

Commerce Cloud cart and checkout– Updated prebuilt ICS flows to use new API– Updated Implementation guide for supported rule type


• Benefits– Prebuilt standard elements for admin to define proposal

and contract documents – Support advanced use cases for output format

• Features– Dynamic table column width– Custom date and currency formats– Multi level bullets and numbering support– Support inline RTE and HTML attributes– Condition and Loop enhancements with adv. XSL option– Deployment performance enhancements– Content locking in DOCX

Document Designer Enhancements

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• Benefits– Enhance support for multiple users need to work on the

same transaction, without overwriting each other’s changes

• Features– Show a read-only view of the transaction to second user when lock

is active– Provide lock option for admin to enable– Open transaction would lock the transaction for the first user– Admin can setup unlock options on actions– Admin can setup whether other users can unlock transactions– Lock released on unlock actions or when user session is over– Super user type users can unlock the quote from a pre-defined

search view

Concurrent Quote Access

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Datacube Enhancements• Benefits

– Provide options for customers to export CPQ transactions to BI systems more efficiently

• Features– Ability to define filters to export specific transactions in data cube and complete the process faster– Ability to define frequency of data cube export task, multiple times during a day– Export approval history information in data cube format– Support setting up SFTP export of the data cube files from within the application– Ability to export large attributes information

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Performance Enhancements• Benefits

– Make CPQ administration simpler, by setting up default settings for administrators, to achieve better performance & scalability

• Features– Ability to define timeout value for each integration call in BML or CRM integrations– Optimize user sessions to tune site performance under load– By default setup run once for line items for default rules to enhance performance– Alert admin proactively when deploying data tables without indexes defined– Prevent erroneous selection of looping over line items when defining line level BML functions

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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 31

April 25-27, 2017 Las Vegas, NVREGISTER TODAY!

oracle.com/moderncx

CONFERENCE CONTENT� CPQ Business Sessions

� Hear directly from customers about their CPQ Success

� CPQ Technical Sessions� Including ‘hands-on keyboards’

� CPQ Roadmap� CX Sales Appreciation Event� Oracle Customer Appreciation Event… and more

CUSTOMER SPEAKERS


CPQ Sessions @ MCX 2017

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Wednesday, April 26Hands-On w/CPQ Cloud REST APIs

David Hatcher (PM), Colin Robinson (CSM)11.45a(45m)

CPQ Sales Efficiency With New UI ConceptsSanjay Hoskeri, Realtor.com/Newscorp

2.00p(45m)

Fast-Track Your Success with Oracle CPQ CloudJames Reinardy, Badger Meter

3.00p(45m)

CPQ Admin Strategies & Soft SkillsJo Ann Currier, Solar TurbinesCaroline Gillis, PanduitSuzette Godwin-Romer, ADP

3.00p(45m)

F5 Networks’ Critical Success Factors in CPQ Todd Wallen, F5 NetworksLori Rohde, F5 Networks

4.00p(45m)

Hands-On: Learn the Latest BML FunctionsMatt Petrik (Support), Colin Robinson (CSM)

4.00p(120m)

Driving Customer Self-Serve Experiences w/CPQ & CommerceDoug Berringer, Calix

4.45p(45m)

NOV Engages Customers w/New Guided Selling Mobile AppVivek Krishnamoorthy, NOV

5.00p(45m) *All times PDT (local Las Vegas). Days/times subject to change.

Check modernsalesexperience.oracle.com for the latest.

Content suggestions: = Business audience = Technical audience

Thursday, April 27Customer Obsession Reshapes Modern Selling

John Bruno, Forrester Research8.45a(60m)

From Good to Great: ADP Takes the Next StepsSuzette Godwin-Romer, ADP

11.15a(45m)

Managing CPQ Performance ProactivelyErik Abernathy (Dev), Mike LaMark (Support)

11.15a(45m)

CPQ Cloud RoadmapFazal Gupta, Oracle CPQ

12.00n(45m)

Incremental CPQ Improvements Drive Long-Term ResultsBrenda Maslin, Raymond Corp.

2p(45m)

CPQ Troubleshooting in the Real WorldDoug Berringer, CalixFred Howard, Realtor.com

2p(45m)

CPQ Cloud: Ask the ExpertsErik Abernathy (Dev) + Support, CSM, PM, Consulting

3p(45m)

PLAN YOUR TRIP

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Documents

CPQ Cloud Product Update and Directioncpqcloud.communities.oaug.org/multisites/XXXXX/media/Presentations/... · – Use the Oracle CPQ Cloud configurator inside the Commerce cloud