Indrajit Sen

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    Northern California OAUG

    Oracle Trading Community Architecture

    June, 2006

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    Trading Community

    ArchitectureWHY

    EVOLUTION

    WHAT S IN R12

    SUMMARY

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    Trading CommunityArchitecture

    WHY

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    To answer some questions

    Wh at have they pu rch ased?

    Wh at e lse can I sel l to them ?

    Wh o c an I se ll to n ext?

    Who are my Trading Partners?Who are m y Cus tom ers?

    What business have they done with us?

    What more can we do with them?

    How can we improve business with them?

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    Goals

    For Customer information, bringing ERP and CRM to the same core

    architecture

    Separating the entity that enters into a relationship from the business

    relationship itself Allowing organizations and people to exist independently of their business

    relationship within a company

    Sharing of party information across all of the ERP and CRM applications and

    reducing data redundancyProviding complete view of a party and all of its relationships with you, and

    its relationships with other members of the trading community

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    Trading CommunityArchitecture

    EVOLUTION

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    Evolution on a release scale

    OCO (CO)

    TCA DataModel

    PublicAPIs

    D&BIntegrationODL (CDL)

    DQM

    EmployeeIntegration

    ClassificationModel

    OnlineFuzzy Match

    PartyMerge

    BESCallouts

    OCO (CO)

    Web

    ServicesSSM

    CPUI

    Bulk Import

    Auto-Merge

    AddressValidation

    CDH

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    Steps of Evolution

    Started with building a best in class customer data model

    Introduced inbound and outbound interfaces to the data model Public APIs

    (Java and PL/SQL), Bulk Import, Event-Subscription

    Focused heavily on building data quality

    Fuzzy Match, DQM, Merge, DataLibrarian

    Introduced third party integration e.g. with content provider DNB, with

    address services providers

    Built comprehensive UI to view and maintain customer information Customers Online. Provided UI components to application products for

    consistent exposure of customer information Common Party UI

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    Evolution in 11i EBSBecame central person and organization master for majority of

    applications in EBS

    TCAData Model

    HZ Schema

    TCAEnabling Infrastructure

    Common Party UI, DQM, D&B Integration, APIs

    CDM Sales Service Financials HR

    Oracle E-Business Suite Application Families*

    * This diagram depicts only a small subset of the application families that utilize TCA

    C D M

    A r e a s o

    f

    R e

    s p o n s

    i b i l i t y

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    Business FlowsCampaign to Lead

    Lead to Opportunity

    Opportunity to Quote

    Opportunity to ForecastQuote to Order

    Order to Invoice

    Invoice to Cash

    Cash to Compensation

    Campaign to Compensation

    E-Business Suite ApplicationsMarketing Online

    Telesales

    Sales Online

    Territory Manager

    QuotingPricing

    iStore

    Order Management

    Accounts Receivable

    Credit ManagementIncentive Compensation

    Human Resources

    Payroll

    Marketing & Sales Intelligence

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    Business FlowsCall to Resolution

    Click to Resolution

    Inbound Call to Depot Repair

    Inbound Call to Dispatch

    Dispatch to Resolution

    Service Request to Resolution

    E-Business Suite ApplicationsTeleservice

    Contact Center

    Customer Care

    iSupport

    Field Service

    Installed Base

    Scheduling

    Depot Repair

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    Business Flows

    Contract Creation to Renewal

    Contract Usage to Cash

    Contract to Renewal

    E-Business Suite Applications

    Sales Contracts

    Service Contracts

    Accounts Receivable

    Service Intelligence

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    Evolution in 11i EBSBecame central person and organization master for majority of

    applications in EBS

    TCAData Model

    HZ Schema

    TCAEnabling Infrastructure

    Common Party UI, DQM, D&B Integration, APIs

    CDM Sales Service Financials HR

    Oracle E-Business Suite Application Families*

    * This diagram depicts only a small subset of the application families that utilize TCA

    HRHROthers

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    Evolution in 11i EBS

    But what about organizations that are in aheterogeneous applications environment?

    Navision

    SAP

    PeopleSoft

    Oracle

    Epiphany

    Retek

    Siebel

    Lawson

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    Evolution of Customer Data HubExtended the solut ion b eyond Oracle e-Bu siness Sui te In t roduced

    Custo m er Data Hub

    Central customer master data store Data quality tools run in single instance for

    increased ROIPlatform for custom applicationsCreates enterprise customer data ownershipImproved customer visibility

    Real-time access to all data 360 degree view of all transactions

    Lower total cost of ownership Simplified integration Reduced maintenance costs

    Navision

    SAP

    PeopleSoft

    Epiphany

    Retek

    Siebel

    Lawson

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    R12 SOA Enabling TCA

    V2 APIs Entity CentricV2 Business

    EventsEntity Centric

    Entity Centric V2 APIs andEvents

    Business Object LayerBusiness Objects (DB Objects)

    Business Level APIs and Events

    G e

    t

    C r e a

    t e

    U p

    d a

    t e

    S a v e

    Business Object Level APIs and Events

    Integration Repository(Web Service Provider)Servicebeans/SDOs/Generate Functions

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    R12 Integration capabilities

    Integration based on TCA Entities

    Extensive Custom Coding

    No middleware integration

    Low level entity access

    Integration Components

    Business Objects based integration

    No coding required

    Out-of-the-box integration to Oracle SOA Suite

    Business Object level access

    Complete Integration Solution

    Release 12Release 11i

    Java & PL/SQL APIs Web Services

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    R12 Supplier Integration

    Supplier organizations are in TCA

    Terms of doing business with the supplier are in Purchasing /

    Payables

    Supplier organization, address, contact, phone, email etc. are all in

    TCA

    Employees are already in TCA, Payables using the same employee

    records in TCA

    New supplier maintenance UI using TCA UI components

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    R12 - Whats in TCA

    Customer

    Supplier

    Bank & Branch

    Student, Faculty

    EmployeeContact & User

    Patient & Doctor

    Legal Entity & Intercompany

    Partner & End Customer

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    Trading CommunityArchitecture

    SUMMARY

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    The Guy from Australia

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    What you get from TCA

    Prevent situation like the one we just watched!

    Tools that deploying companies can use to model their customers as they

    see best for their business

    Architecture that will grow with deploying companies requirements

    Features to maintain extremely reliable customer information

    Glue that ties several E-Business Suite flows in a seamless way

    Customer Data Integration solution even if deploying company is not running

    a single E-Business Suite module

    Platform that can play a key role in your IT landscape for Master Data

    Management

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    What you have to do

    Take a close look at how you do business and how your business

    processes are most efficiently performed

    Ask questions about how you should model customer information

    e.g. which entities should be modeled as parties, when should you

    create an account, should you create multiple accounts for some

    parties, should you create multiple billing sites for an account, should

    you create account relationships

    Even if you are implementing few modules of E-Business Suite tostart with, keep in mind the bigger picture about customer information

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    MetaLink Resource

    Oracle Trading Community Architecture Modeling Customer andProspect Data : The document talks about answering a set of key questions

    about your prospect and customer data. This document offers guidance on

    the order in which these questions should be asked and on how to answer

    each question given your objectives and business processes.

    Oracle Customer Data Hub Implementation Concepts and Strategies

    : The purpose of this document is to address the various considerations and

    decisions that come into play when implementing the Customer Data Hub,

    and to outline a concrete methodology for successfully implementing the

    CDH.