The 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.

<Insert Picture Here>

Siebel CRM Integration Pack for Oracle Order

Management

Rajesh Kalra

Senior Principal Product Manager, Application Integration Architecture

Agenda

•Application Integration Architecture Overview

•Process Integration Pack Roadmap

•Order to Cash

•Business Need

•Solution Description, Functions, Benefits

•Order to Cash Roadmap

•Summary

Fragmented Systems Make Change Difficult

�Create synergy across channels, geographies and functions

�Reduce inconsistent and inefficient user-driven processes

�Rationalize logic and data that is replicated across multiple systems

�Enable change but with less risk, cost and complexity

Division A

Division B

Division C

Division D

Web Storefront

Tele-Sales

Direct Store

Indirect-Partner

Siebel CRM On Demand

E-Business Suite ERP

Siebel Call Center

SAP Legacy ERP

Other CRM

Oracle E-Business Suite

Custom Web Front End

Custom Back End

Strategic Transformation through Composite

Business Process Integrations

Enabling Faster Time to

Market for New

Products/Services

Improving business

agility and performance

Improving Business

Agility and

Performance

Streamlining

Operations

�Leverage what you have in place

�Focus on cross functional processes

�Ensure ability to adapt to customer needs

�Sustainable and extensible integrations

Business Goals

IT Strategy

Oracle AIA –Business Objectives

1.Deliver pre-built, seamless integrationsbetween our best of breed

application that can be extended and sustained cost effectively

2.Enable composite industry processesby delivering best practice

industry processes, enterprise service and common object foundation

3.Provide a standards based architecturethat can be leveraged to

integrate to ANY application required by our customers and partners.

4.Create an ecosystemthat allows strategic ISV’s and SI’sto accelerate

delivery of industry processes to drive Application and FMW sales

5.Support evolution to Fusion Applicationsby ensuring interoperability

with existing applications and providing phased migration strategy.

Oracle Application Integration Architecture

Delivers a Comprehensive Approach to

Business Process Integration

12

3

45

6

Design Business

Processes

Identify Enterprise

Objects and Services

Select SOA Design

Pattern

Implement Composite

Business Processes

Monitor Service Level

Agreements and KPIs

Evolve and

Optimize

Customer Business

Opportunity

to Quote

Opportunity

to Quote

Order

to Cash

Order

to Cash

Banking

Account

Origination

Banking

Account

Origination

Adverse

Event

Reporting

Adverse

Event

Reporting

Process Integration Packs

Additional

Packs

Planned…

Additional

Packs

Planned…

Best Practice Processes

And more…

Trade

Promotion

Management

Trade

Promotion

Management

Comms

Order to

Bill

Comms

Order to

Bill

Order

to Cash

Procure

to Pay

Hire

to Exit

Account

Opening

& Service

Enterprise Business

Objects

Enterprise Business

Services

Business Service

Repository

Foundation Pack

Pre-built SOA

Oracle Application Integration Architecture

Key Components

�Best Practice Processes:

Conceptual models

decomposed to activity/ task to

automate end to end process

�Process Integration Packs:

Pre-Built, out of box integration

content to automate data transfer

and transaction management

�Foundation Pack:

Application independent object

and service definitions that can

be leveraged to integrate any

application to another

Flexible Composite Business Processes

Designed to be Extended and Adapted

Back Office Applications

ERP

Billing

Benefits

�Rapid redesign of business processes

�Application changes are less

disruptive to your environment

�Leverage applications of your choice

Benefits

�Rapid redesign of business processes

�Application changes are less

disruptive to your environment

�Leverage applications of your choice

Custom

CRMFront Office Applications

Shipping

Key Capabilities

•Adapt and extend business

processes to your needs

•Virtualizeapplication

capabilities into a reusable

portfolio of services

•Easily plug and play

applications

Create

Opportunity

Check Price

& Availability

Capture

Order

Billing

Step N

Check Price

& Availability

with VMI

“Get Account Balance”

Application Independent Web Services

“Update Account Balance…”

Custom

Billing

New Billing

Application Integration Architecture

Roadmap & Availability

Process Integration Packs V1.0

Current Availability

Siebel CRM Integration Pack for i-flex

FLEXCUBE Account Originations

Siebel Life Sciences Integration for

Oracle Adverse Event Reporting System

Siebel CRM Integration Pack for Trade

Promotion Management

Siebel CRM On Demand Integration

Pack for Oracle E-Business Suite

Siebel CRM Integration Pack for Oracle

EBS Order Management

April 2007

Process Integration Pack

Process Integration Pack

Enabling…

Enabling…

Release Date

Release Date

►Opportunity to Quote

►Order to Cash

May 2007

►Adverse Event Reporting

August 2007

►Trade Promotion Management

September 2007

►Account Originations

October 2007

More…

Process Integration Packs V1.0

Current Availability

Oracle Transportation Management (Glog)

Integration to E-Business Suite

Oracle Retail Integration to E-Business

Suite Financials

DemantraDemand Management

Integration to E-Business Suite

DemantraDemand Management Integration

to JD Edwards EnterpriseOne

April 2007

►Demand Planning

►Demand Planning

June 2007

►Transportation Management

Feb 2007

►Financial Controls for Retail

Feb 2007

Siebel CRM Integration Pack for Banking

Account Originations

►Account Originations

November 2007

Process Integration Pack

Process Integration Pack

Enabling…

Enabling…

Release Date

Release Date

Oracle Communications Billing and Revenue

Management Integration Pack for Oracle E-

Business Suite: Revenue Accounting

Siebel CRM Integration Pack for Oracle

Communications Billing and Revenue

Management: Order to Bill

Siebel CRM Integration Pack for Oracle

Communications Billing and Revenue

Management: Agent Assisted Billing Care

Process Integration Pack

Process Integration Pack

Enabling…

Enabling…

►Order to Bill

►Customer care

►Revenue

Management

AIA 2.0 for Communications

Siebel Universal Customer Master Integration Pack for Oracle

E-Business Suite*

►Customer MDM

PIM Integration Pack for Oracle E-Business Suite and Siebel CRM*

►Product MDM

Siebel CRM Integration Pack for Oracle EBS Order Management*

►Order to Cash V2

Process Integration Pack

Process Integration Pack

Enabling…

Enabling…

Siebel On Demand Integration Pack for Siebel CRM*

►Opportunity to Quote

AIA 2.0 Cross Application Roadmap

DemantraSales and Operations Planning Integration to

E-Business Suite*

Oracle Transportation Management Integration to JD Edwards

EnterpriseOne*

►Sales & Ops Planning

►Transportation Management

►PLM for High Tech

Agile Integration Pack for Oracle E-Business Suite*

*Planned deliverable; subject to change

DemantraTrade Promotion Management

Integration to Siebel CRM*

DemantraTrade Promotion Management

Integration to JD Edwards EnterpriseOne*

►Trade Promotion Management

►Trade Promotion Management

Price Protection Integration to E-Business Suite*

►High Tech Distribution

CPG

CPG

High Tech

►PLM for High Tech

High Tech

Agile Integration Pack for Oracle E-Business Suite*

AIA 2.0 Industry Roadmap

Oracle Retail Merchandising Integration Pack for

PeopleSoft Financials*

►Financial Controls

Banking Industry Reference Model*

►Banking IRM

Retail

FinServ

Process Integration Pack

Process Integration Pack

Enabling…

Enabling…

Industry

Industry

*Planned deliverable; subject to change

Foundation Pack

Helping You Accelerate Your SOA Initiatives

•Integrate any application to another

•Accelerate time to delivery with pre-

built services and AIA methodology

•Reduce TCO with administration tools

CRM

Billing

Shipping

ERP

Virtualization Layer

Shipment Receipt

Item Balance

Sales Order

Invoice

Requisition

Installed Product

Supplier Party

Item Composition

Shipment Plan

Item

Request for Quote

Engineering Change Order

Received Payment

Disbursed Payment

Quote

Customer Party

Purchase Order

Credit Eligibility

Price List

Credit Charge Auth

Manufacture Item Composition

Bill of Materials

Location

Account Balance Adj

Item Structure

Adv Shipment Notice

Enterprise Objects

“We love it when a plan comes together... Oracle has

created one of the most compelling strategies we have

seen in quite a while.”

AMR Research,Alert Article, April 2007

Siebel CRM Integration Pack for

Oracle Order Management

Business Need

•Goal –Create Leading Campaign-to-cash process

•Best of breed front and back end systems to maximize customer facing capability

and delivery efficiency

•Challenges

•Reacting to changing business needs

CRM

Integration

Layer

SCM

•At least 2 Apps categories and a Toolset

•At least 3 Vendors (release compatibility, process problem solving…)

•Evolving requirements (processes, products, channels)

Description

•Focused on Order Integration

•Most common point to join front and back systems for

campaign-to-cash process

•Let the respective best-of-breed apps do what they to best,

•Integrate only what is needed to complete the process

Siebel CRM Integration Pack for Oracle Order

Management is a pre-built bridge that

seamlessly links best-of-breed CRM campaign-

to-order with leading SCM order-to-cash

Siebel: Leading Campaign-to-Order

Accelerate

Lead Maturation

Increase Marketing

Sourced Revenue

Decrease Lead

Generation Cost

Improve Targeted

Prospecting

Decrease Customer

Acquisition Cost

Increase Campaign

Response Rate

Marketing

Account Mgmt / Sales

Increase

Conversion Rate

Increase Revenue

per Customer

Increase Average

Order Size

Increase

Close Rate

Increase Revenue

per Sales Rep

Shorten

Sales Cycle

Oracle: Best-of-Breed Order-to-Cash

Control Product

Cost, Quality and

Compliance

Outsource and

Offshore with

Confidence

Accelerate

New Product

Introduction

Plan/Manufacture/Fulfill

Financials

Reduce

Planning Cycle

Time

Increase On-

Time Shipments

Reduce

Procurement

Costs

Enhanced

visibility to

improve margins

Attain

Sustainable

Compliance

Reduce Days

Sales

Outstanding

Reduce

closing costs

Reduce

Payment

Clearance times

Increase

accuracy of cash

forecasting

Integration Creates Additional Value

Processes Addressed:

�Siebel order with Oracle order for goods and

services fulfillment, and billing

�Oracle Configurator with Siebel Order Capture for

configured products, services

�Oracle Pricing with Siebel Order Capture

�Siebel Order Capture to Oracle for ATP, credit

check, tax, with G-Log to calculate shipping

charges. Includes new orders, change orders,

renewals and RMAs

�Services and Lifecycle Management

Industry Focus:

High Tech, Industrial Manufacturing

Key Benefits:

�Achieve complete opportunity-to-cash process

�Faster time to market for new products

�Faster time to revenue

1.

OO

TB m

aps

and b

usi

ness

pro

cess

es

required t

o c

reate

an

ord

er

in S

iebel and a

uto

matica

lly g

enera

te a

nd f

ulfill

that

ord

er

in O

racl

e O

rder

Managem

ent

incl

udin

g n

ew

ord

ers

and c

hange o

rders

2.

Initia

l lo

ad a

nd u

pdate

s of

cust

om

er

incl

udin

g a

ccounts

,

acc

ount

site

s, c

onta

cts

3.

Cre

ation o

f new

and u

pdate

of

exis

ting c

ust

om

ers

upon

ord

er

subm

it f

rom

Sie

bel O

rder

to O

racl

e O

rder

Managem

ent

4.

Support

for

RM

As,

renew

als

initia

ted in S

iebel

5.

Initia

l lo

ad a

nd u

pdate

s of

ass

ets

in S

iebel fr

om

Ora

cle

Achieve Complete Opportunity-to-Cash

Process

�R

educe

d im

ple

menta

tion c

ost

s w

ith O

OTB m

aps

and

busi

ness

pro

cess

es

�Enhance

d c

ust

om

er

vis

ibili

ty a

cross

the p

roce

ss w

ith

cust

om

er

synch

roniz

ation

�In

crease

d e

ffic

iency

for

goods

and s

erv

ices

lifecy

cle

managem

ent

with s

upport

for

diffe

rent

ord

er

types

Siebel Order

Oracle Order

Process &

Transform

Customer

Assets

Schedule

Plan

Ship

Invoice

Install Base

Customer

Benefits:

Features:

Faster Time To Market For New Products

Siebel Order

Oracle Order

Products

Products

Status

Price List

•Initial load and updateof Oracle items to Siebel product

master including attributes as item number, description, type,

status, UOM, attributes, flex fields, categories

•Oracle price lists can be synched with Siebel price lists

•An Oracle Order Management order can automatically be

created upon Siebel order ‘submit’and fulfillment status

updates will be sent back to the Siebel order

�Consistent product and pricing definitions with product

synchronization

�Enhanced cross/up selling with best of breed Siebel Order

Capture

•Increase fulfillment and manufacturing efficiency with best

of breed Oracle

Benefits:

Features:

Faster Time To Revenue

ATP

Credit Check

Shipping Cost

Configurator

Siebel Order

Oracle Services

•Oracle Configurator can be used by the

Siebel order for accurate option selection

•The Siebel order can perform credit check

and payment authorization using financial

information in Oracle

•ATP and shipping costs from Oracle supply

chain can be used during a Siebel order

•Reduced order errors with Oracle

Configurator

•Faster order processing with call-outs to

Oracle ERP

Benefits:

Features:

Feature Summary

•Support b

i-directional synch

•Send n

ew c

usto

mer, a

ddre

ss

info

rmation to E

BS o

nly

if used to

pla

ce a

n o

rder

•Support c

usto

mer m

erg

e in E

BS,

synched to S

EBL

•EBS a

s the p

roduct m

aste

r

�Synch p

roduct hie

rarc

hy to S

EBL

�Ora

cle

price lists

synched to S

iebel

�EBS c

onfigura

torpre

sente

d from

SEBL

Ord

er Captu

re U

I

�Levera

ges S

EBL e

ligib

ility,

com

patibility, and p

ricin

g

�SEBL o

rder captu

re c

alls E

BS for ATP,

cre

dit c

hecks, paym

ent auth

orization,

estim

ate

d s

hip

pin

g

�Com

ple

te o

rder synched to E

BS for

fulfillm

ent

�Ord

er sta

tus s

ynched b

ack to S

EBL, at

header and lin

e levels

�IB

synched to S

EBL a

s a

sset

CUSTOMER

PRODUCT

PRICING

CONFIGURATOR

ORDER

INSTALL BASE

Account

Mgmt

Browse & Search

Products

ServicesWeb/Call Center/Sales Force

Identify

Customer

Product/Service

Configuration

Product Instances

Pricing

Pricing

Order Capture

Prices

Offers

Discounts

Orders

Installed Products

Order

Management

Purchasing

Purchase Order

Stock

Replenishment

Billing

Customer

Product

Installed Base

Opportunity

Availability, Shipping

Credit Check Pick/Pack/Ship

Siebel

Siebel/Oracle

EBS

Renewal

RMA

One way synch

EBS > Siebel

Two way synch

EBS <> Siebel

AR

One way synch

EBS > Siebel

Price Lists

Configurator

Order-to-Cash Business Process

Sales Order Integration Scenario

Validation

Enrichment

Transformation

Security

Error Handling

Optional

Adapters

Requester

WSDL

Interface

(SOAP)

Validation

Routing

Transformation

Security

Error Handling

Optional

Adapters

Provider

WSDL

Interface

(SOAP)

Rule Validation

Transformation

Routing

Error Handling

EBS

WSDL

Interface

(SOAP)

ABM

EBM

Create

Order

Configure

and

Validate

Assets

Price/

Check

Availability

Confirm/

Pack/

Ship

Requestor

ABCS

EBS

Provider

ABCS

EBM

ABM

Siebel CRM

Customer

Management

Siebel CRM

Customer

Management

EBS

Order

Management

EBS

Order

Management

Order to Cash PIP V2 -Roadmap

•Functionally same as O2C V1

•Based on AIA 2.0 Architecture

•Supports the following combinations

•Siebel 8.0 SIA –Oracle EBS 11i10

•Siebel 8.1 SIA –Oracle EBS 12.1

•Target: CY 2008

Demo

•Insert Demo Here

Eligibility Rules

Siebel

Eligibility

Rules

Siebel

Pricer Rules

Oracle EBS

Product

Definitions

Product

Configuration

Rules

Order to Cash PIP Benefits

•Provides a complete campaign-to-cash business process

•Reduced implementation costs with OOTB maps and business processes

•Enhanced customer visibility across the process with customer

synchronization

•Increased efficiency for goods and services lifecycle managementwith

support for different order types

•Decreases time to market for new products

•Ensure consistent product and pricing definitions with product

synchronization

•Enhanced cross/up selling with best of breed Siebel Order Capture

•Increase fulfillment and manufacturing efficiency with best of breed Oracle

•Enables Faster time to revenue

•Reduced order errors with Oracle Configurator

•Faster order processing with call-outs to Oracle ERP

Additional Information

•Oracle.com

•http://www.oracle.com/aia