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Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

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Page 1: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Full Spectrum Functionality

Oracle Depot Repair

Tom GreeneSr Solution Consultant

Page 2: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Depot Repair At-a-Glance

Issue Identification

Issue Identification

RepairResolution

RepairResolution

RepairProcessing

RepairProcessing

• Capture Inquiries and Complaints

• Submit Repair Request Creation

• Initiate Returns

• Receive and Diagnose Product; Prepare Estimate

• Teardown / Inspect

• Manage Materials and Resources

• Approve Repair Plan and Execute Repair

• Provide Customer Exchanges and Loaners

• Replace Defective Products

• Ship Repaired Product & Invoice

Page 3: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Business Pressures

Repair Effectiveness• How do I ensure repair

quality and standards?

• How do I find the right repair information?

Repair Effectiveness• How do I ensure repair

quality and standards?

• How do I find the right repair information?

Customer Demands• What entitlements does this

customer have?

• How do I efficiently capture and retrieve repair history?

Customer Demands• What entitlements does this

customer have?

• How do I efficiently capture and retrieve repair history?

Repair Efficiency• How do I provide visibility

into repair status and logistics tracking?

• How do I ensure the right resources are assigned to the job?

Repair Efficiency• How do I provide visibility

into repair status and logistics tracking?

• How do I ensure the right resources are assigned to the job?

Margin Erosion• How do I offset the effect

of increased competition on my margins?

• How do I control rising repair costs?

Margin Erosion• How do I offset the effect

of increased competition on my margins?

• How do I control rising repair costs?

IssueIdentification

IssueIdentification

RepairProcessing

RepairProcessing

RepairResolution

RepairResolution

Page 4: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Help Desk Help Desk AgentAgent

Depot Depot ManagerManager

Service Service TechnicianTechnician

Billing Billing ClerkClerk

Operational Challenges

CustomerCustomerIssuesIssues

Fragmented Customer and Repair Data, Manual Processes

Is this an existing customer…is this

a recurring problem?

Who do I charge…how much?

How do I prioritize the repair…what is the repair status?

Should I repair this item…how do I

repair this?

Page 5: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

A Need for ChangeLeading Business Trends

• Repeatable, Efficient Repair Processes

• Feedback Loop for Product Quality Improvements

• Single, Integrated View of Customers and Products

• Transformation from Cost Center to Profit Center

• Resources and Inventory Forecasting

• Repeatable, Efficient Repair Processes

• Feedback Loop for Product Quality Improvements

• Single, Integrated View of Customers and Products

• Transformation from Cost Center to Profit Center

• Resources and Inventory Forecasting

Page 6: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

How OracleHow OracleDeliversDelivers

Page 7: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle: Complete E-Business Suite

Automate Key Internal Business Processes

Extend Automation to and Collaborate with Your Trading Partners

Drive Continuous Improvement with Real-Time Intelligence

Customers,Customers,

Suppliers,Suppliers,

Products,Products, ……

Develop

Market

Sell

Order

Plan

Procure

Make

FulfillServiceService

Maintain

Finance

HR

Projects

Contracts

Page 8: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle Depot Repair SolutionAn Integrated Component of the Service Family

Shipping /Receiving

Orders &Cases

Invoices &Payments

MarketingOffers

Inventory

IntelligenceIntelligenceCustomer/Prod Info,Customer/Prod Info,Knowledge BaseKnowledge Base

SecureSecureAccessAccess

Proactive ServiceProactive ServiceRapidResolution

RapidResolution

Self-ServiceSelf-Service

Depot RepairDepot RepairAgent AssistedAgent Assisted

Field ServiceField Service

AnalyzeAnalyze DebriefDebrief CloseClose& Bill& Bill

Repair /Repair /ResolveResolve

Identify Identify & Verify& Verify

Contract Entitlements / WarrantiesContract Entitlements / Warranties

Workflow AutomationWorkflow Automation

PrioritizePrioritize

DeliveryOptionsDeliveryOptions

Plan &Plan &ScheduleSchedule

Service Parts LogisticsService Parts LogisticsSelf-Self-

ServiceService

EmailEmail

PhonePhone

In PersonIn Person

ChannelsChannels UsersUsers

CSRsCSRs

AnalystsAnalysts

CustomersCustomers

MobileMobile

Page 9: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Service ChannelsService Channels

Self-ServiceSelf-Service

Agent AssistedAgent Assisted

Depot Walk-InDepot Walk-In

Field ServiceField Service

Oracle Depot Repair SolutionManage In-House Repairs

InstalledBase

InstalledBase

Common Data Repository

Common Data Repository

ReportsReports

Customer& Product

Data

Customer& Product

Data

ReceiveReceiveand and

InspectInspect

Estimate Estimate andand

ApproveApprove

PlanPlanandand

ScheduleSchedule

Repair Repair and and

DebriefDebrief

Ship Ship andandBillBill

AssignAssign

Manage ResourcesManage Resources

Page 10: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Improve Customer Interactions

Support Multiple Repair Flows

Execute Efficient and Quality Repairs

Streamline Repair Logistics and Invoicing

Improve Customer Interactions

Support Multiple Repair Flows

Execute Efficient and Quality Repairs

Streamline Repair Logistics and Invoicing

Oracle Depot Repair SolutionEnables You To…

Page 11: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

ContractsContracts& Billing& Billing

RepairRepair

CustomerCustomerServiceService

InstalledInstalledBaseBase

InventoryInventory

HumanHumanResourcesResources

Shipping &Shipping &ReceivingReceiving

Maintain Global Data RepositoryCapture All Customer Information in Single Location

Eliminate Data Fragmentation

Provide Access to All Required Functions

Enable Tracking of All Interactions

CommonData

Repository

CommonData

Repository

Page 12: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Leverage Complete Customer ViewResolve Issues with Accurate, Real-Time Information

• Customer Information

• Contract Entitlements

• Installed Base (Product History, Configuration)

• Service Request and Repair Order Status

• Returns / Shipments

• Contact Information

• Customer Information

• Contract Entitlements

• Installed Base (Product History, Configuration)

• Service Request and Repair Order Status

• Returns / Shipments

• Contact Information

CommonData

Repository

CommonData

Repository

Depot AgentDepot Agent

RepairTechnician

RepairTechnician

Material HandlerMaterial Handler

Page 13: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Verify Entitlements Accelerate Response via Seamless Contract Integration

CustomerCustomer Depot AgentDepot Agent

ContractsContractsRepositoryRepository

• CoverageTimes

• Response Time Commitments

• Discounts

• CoverageTimes

• Response Time Commitments

• Discounts

InstantVerification

InstantVerification

Reduce Entitlement Violations and Prevent Contract Leakage

Page 14: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Search for SolutionsLeverage Shared Repair Knowledge

• Search knowledge repository for solutions• Improve quality using proven steps and processes• Contribute new solutions to repository

CustomerCustomer& Problem& Problem

IdentificationIdentification

• Interact with customer via numerous service channels• Collect information about customer • Understand customer problem including symptoms

DepotDepotPlanningPlanning

• Determine repair requirements• Assign resources to repair effort

KnowledgeKnowledgeRepositoryRepository

Page 15: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Self-Service AccessDocument and Monitor Service Issue

Enable 24x7 access to information

Initiate service request remotely through web

Decrease errors by capturing information at the source

Track service request status and updates without agent involvement

Page 16: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle Depot Repair SolutionEnables You To…

Improve Customer Interactions

Support Multiple Repair Flows

Execute Efficient and Quality Repairs

Streamline Repair Logistics and Invoicing

Improve Customer Interactions

Support Multiple Repair Flows

Execute Efficient and Quality Repairs

Streamline Repair Logistics and Invoicing

Page 17: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Support Multiple Repair FlowsAddress Virtually Any Customer Repair Request

RefurbishmentRefurbishment

ReplacementReplacement

ExchangesExchanges

Loaner, Repair Loaner, Repair and Returnand Return

Repair and ReturnRepair and Return

Short Short Customer Customer

Repair CycleRepair Cycle

Long Long Customer Customer

Repair CycleRepair Cycle

Internal Internal RepairRepair

NoNoRepairRepair

Customer Customer RepairRepair

Page 18: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Example: Loaner, Repair and ReturnMinimize Customer Downtime

ShipShipLoanerLoaner

ReceiveReceiveLoanerLoaner

Inspect &Inspect &RepairRepair

ReceiveReceiveDefectiveDefectiveProductProduct

ShipShipProductProduct

Key Benefits: Quality Repairs Using Predefined Processes Maintain Customer Productivity Track All Product Activities Within a Single Repair Order

Track Promise Date, Manage IssuesTrack Promise Date, Manage Issues

Page 19: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Example: Advanced ExchangeResolve Customer Product Issue

Key Benefits: Resolve Customer

Issues Quickly Process Defects in

Bulk for Scrap or Refurbishment

ReceiveReceiveDefective Defective ProductProduct

Ship Ship ExchangeExchange

BulkBulkProcessProcess RefurbishRefurbish Return toReturn to

InventoryInventory

ScrapScrap

Depot Internal ProcessingDepot Internal ProcessingCustomer InvolvementCustomer Involvement

Page 20: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle Depot Repair SolutionEnables You To…

Improve Customer Interactions

Support Multiple Repair Flows

Execute Efficient and Quality Repairs

Streamline Repair Logistics and Invoicing

Improve Customer Interactions

Support Multiple Repair Flows

Execute Efficient and Quality Repairs

Streamline Repair Logistics and Invoicing

Page 21: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Receive andReceive andInspectInspect

ProductProduct

InitialInitialEstimateEstimate

CompareCompareChargesCharges

ReviseReviseEstimateEstimate

RepairRepairProductProduct

• Provide an estimate to customer before receiving product • Leverage historical repair information

• Provide an updated estimate to customer after receiving product• Obtain customer approval before starting repair work

• Compare estimate to actual charges• Notify customer of concerns

Estimate and Approve WorkEnsure Agreement Between Customer and Depot

• Repair using predefined procedures

• Receive customer product• Perform visual inspection

Page 22: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

• Create repair job leveraging proven repair procedures- List sequence of steps to be performed

- Identify associated material and labor hours

- Assign resources (personnel and equipment)

• Refer to technical reference documents for assistance

• Update inventory for accurate product tracking

• Create repair job leveraging proven repair procedures- List sequence of steps to be performed

- Identify associated material and labor hours

- Assign resources (personnel and equipment)

• Refer to technical reference documents for assistance

• Update inventory for accurate product tracking

Execute Repair Steps and ProceduresUse Proven Processes to Ensure Quality

Page 23: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Depot WorkbenchPerform All Functions through Single Workbench

CustomerCustomerinitiatesinitiates

service requestservice request

Auto-createAuto-createlogistics lines logistics lines

based on based on repair typerepair typeView repairView repair

orderorderdetailsdetails

Support multipleSupport multiplerepair orders perrepair orders perservice requestservice request

Page 24: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle Depot Repair SolutionEnables You To…

Improve Customer Interactions

Support Multiple Repair Flows

Execute Efficient and Quality Repairs

Streamline Repair Logistics and Invoicing

Improve Customer Interactions

Support Multiple Repair Flows

Execute Efficient and Quality Repairs

Streamline Repair Logistics and Invoicing

Page 25: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

• Monitor product status (returns, exchanges, loaners, and replacements)

• Auto-create RMA (Return Material Authorization) and ship lines using repair types

• Track serialized products to prevent product mix-up

• Process RMA and ship lines

• Automatically update installed base upon shipping and receiving

• Monitor product status (returns, exchanges, loaners, and replacements)

• Auto-create RMA (Return Material Authorization) and ship lines using repair types

• Track serialized products to prevent product mix-up

• Process RMA and ship lines

• Automatically update installed base upon shipping and receiving

Manage LogisticsExecute and Monitor Product Movement Efficiently

Page 26: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Depot Logistics TabTrack Product Movement and Status

View latestView latestproduct statusproduct status

Auto-create RMA and shipAuto-create RMA and shiplines based on repair typelines based on repair type

Receive and ship Receive and ship products seamlesslyproducts seamlessly

Enable cradle-to-grave Enable cradle-to-grave tracking using serial numbers tracking using serial numbers

and installed baseand installed base

Page 27: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Invoice CustomerProcess Charges Quickly and Accurately

Understand Repair Effort• Leverage knowledge base for

historical information

• Ensure agreement between customer and depot

Record Repair Charges• Debrief material, labor, & expenses

• Compare actuals to estimate

• Notify customer of discrepancies

Verify Contract Effectivity• Apply appropriate discounts

• Update warranties

Timely Billing• Review charges

• Submit charges for invoicing

EstimateEstimateChargesCharges

Process Process EntitlementsEntitlements

Invoice Invoice CustomerCustomer

DebriefDebrief

Update Repository• Update repair steps based on new data

• Modify resource requirements

Page 28: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle Depot Repair Solution

Single customer view, integrated knowledge repositorySingle customer view, integrated knowledge repository

Improve Customer Interactions

Improve Customer Interactions

Repair flow management, repair order updates and status trackingRepair flow management, repair order updates and status tracking

Support Multiple Repair Flows

Support Multiple Repair Flows

Robust estimating process, proven steps and procedures, resource assignment and scheduling

Robust estimating process, proven steps and procedures, resource assignment and scheduling

Execute Efficient and Quality Repairs

Execute Efficient and Quality Repairs

Product movement execution and tracking, customer invoicesProduct movement execution and tracking, customer invoices

Streamline Repair Logistics & Invoicing

Streamline Repair Logistics & Invoicing

Page 29: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle Service Products

Customers,Customers,

Suppliers,Suppliers,

Products,Products, ……

DevelopMarket

Sell

Order

Plan

Procure

MakeFulfill

ServiceService

Maintain

Finance

HR

Projects

Contracts

iSupport iSupport

TeleServiceTeleService

Service ContractsService Contracts

Depot Repair

Field ServiceField Service

Advanced SchedulerAdvanced Scheduler

Mobile Field SvcMobile Field Svc

Spares MgmtSpares Mgmt

Interaction CenterInteraction Center

iSupport iSupport

TeleServiceTeleService

Service ContractsService Contracts

Depot Repair

Field ServiceField Service

Advanced SchedulerAdvanced Scheduler

Mobile Field SvcMobile Field Svc

Spares MgmtSpares Mgmt

Interaction CenterInteraction Center

Page 30: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Evolution of Oracle Depot RepairEvolution of Oracle Depot Repair

…Released with 11i.9……Released with 11i.9…Existing Differentiators…Existing Differentiators… …New in 11i.10…New in 11i.10

• Perform all functions through a single workbench

• Estimate based on a knowledge repository

• Support for numerous in-house repair flows

• Resource assignment and scheduling

• Automated entitlements processing

• Service history for install base items

• Logistics processing and invoicing

• Perform all functions through a single workbench

• Estimate based on a knowledge repository

• Support for numerous in-house repair flows

• Resource assignment and scheduling

• Automated entitlements processing

• Service history for install base items

• Logistics processing and invoicing

• Third-party install base item repair

• Link call center RMA to depot repair order

• Workflow-based messaging

• Enhanced WIP job repair management

• Third-party install base item repair

• Link call center RMA to depot repair order

• Workflow-based messaging

• Enhanced WIP job repair management

• Depot agent cost andcharge analysis

• Work definition and enhanced knowledge management integration

• Enhanced estimate, debrief and actuals processes

• Field service to depot refurbishment flow

• Inspection and repair order splitting

• Self-service repair order tracking

• Depot agent cost andcharge analysis

• Work definition and enhanced knowledge management integration

• Enhanced estimate, debrief and actuals processes

• Field service to depot refurbishment flow

• Inspection and repair order splitting

• Self-service repair order tracking

Page 31: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

30 Languages

Multiple Currencies

Customers in 100+ Countries

All Languages Installable in Same Unicode Instance

Support for Statutory and Customary Local Requirements

Support Global OperationsThink Globally, Act Locally

Page 32: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Modular ArchitectureImplement Based on Your Business Priorities

Tim

e

Implement by Business Flow– Start with one flow, demonstrate initial success– Add more flows to expand business coverage– Support changing business needs

Flows are Seamlessly Integrated– Replace disparate systems– Eliminate data synchronization– Decrease time and cost to implement

Page 33: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Lower Total Cost of Ownership (TCO)Run on a Single Global Instance

Consolidate Data Centersand Databases

E-Business On Demand

Low Cost Linux Hardware

App Admin

DB/AS Admin

Sys Admin

HW Admin

App Admin

DB/AS Admin

Sys Admin

HW Admin

Production Midtiers 100% Linux

Production DB RAC Cluster (Unix)

Demo Environments 100% Linux

Development 90% Linux

Outsourced Customers 70% Linux

Production Midtiers 100% Linux

Production DB RAC Cluster (Unix)

Demo Environments 100% Linux

Development 90% Linux

Outsourced Customers 70% Linux

Oracle’s Experience with LinuxOracle’s Experience with Linux

3x Faster, 5x CheaperEasy to Automate en MassHighly Reliable

Needs:Needs:Roles:Roles:OracleOracle

Manages:Manages:

50% Lower Cost50% Lower Cost

50% Better Svc50% Better Svc

Core CompetenceCore Competence

Predictable CostPredictable Cost

YouYouManage:Manage:

AvailabilityAvailability

SecuritySecurity

PerformancPerformancee

ChangeChange

ProblemsProblems

Standardized Open Integration Platform

• Business Events Infrastructure

• Industry Standard Protocols

• Centralized Integration Repository

Simplify B2B Integration, Application Connectivity,

and Process Management

Customers,Customers,

Suppliers,Suppliers,

Products, …Products, …

Page 34: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

CustomerCustomerSuccessSuccess

Page 35: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

A Few Depot Repair Customers…

BAE SYSTEMS

Page 36: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

• $345M leader in high-performance enterprise Storage Area Network systems

– 950 employees across the U.S., Europe and Asia– Manufactures and markets high-performance switching equipment

and heterogeneous network mgmt software– Replaced Siebel and SAP with Oracle

• Live on Service– Depot Repair, TeleService, Service Contracts– Plans to implement Service Online, Mobile Field Service, and iSupport– Also live on Discrete Manufacturing, WIP, Inventory, Order

Management, Purchasing, Configurator, Quality, Financials

Reduced service operations cost structure by 50%

Improved response time for customer queries

Reduced service operations cost structure by 50%

Improved response time for customer queries

Page 37: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

“Using the Oracle E-Business Suite, we've reduced costs throughout the organization…”

- Patrick Shannon, Dir of Business Transformation

“Using the Oracle E-Business Suite, we've reduced costs throughout the organization…”

- Patrick Shannon, Dir of Business Transformation

BAE SYSTEMS

• Fourth largest defense and aerospace firm; based in Europe– Over 100,000 employees in 7 business units– Customers in 129 countries

• Chose Oracle over SAP

• Oracle Implementation– Consolidated 15 systems into single, unified e-Business system– Zero customizations

• Live on Depot Repair– Other Oracle products include: Manufacturing, Project Contracts,

Financials, Project Costing & Billing, Purchasing, Order Mgmt, EDI Gateway, Tutor, Balanced Scorecard

Page 38: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

SummarySummary

Page 39: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle Depot Repair Solution

                                                                                                                                                                                                                                                                                                              

Improve Customer InteractionsImprove Customer Interactions

Support Multiple Repair FlowsSupport Multiple Repair Flows

Execute Efficient and Quality RepairsExecute Efficient and Quality Repairs

Streamline Repair Logistics and InvoicingStreamline Repair Logistics and Invoicing

Page 40: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Oracle Depot Repair Solution

                                                                                                                                                                                                                                                                                                              

Improve Customer InteractionsImprove Customer Interactions

Support Multiple Repair FlowsSupport Multiple Repair Flows

Execute Efficient and Quality RepairsExecute Efficient and Quality Repairs

Streamline Repair Logistics and InvoicingStreamline Repair Logistics and Invoicing

Page 41: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

DemoDemo

Page 42: Full Spectrum Functionality Oracle Depot Repair Tom Greene Sr Solution Consultant

Know More. Do More. Spend Less.