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Pristine Customer Master 10/27/2016
Gaurav Jain VP – Global Consulting and New Initiatives Niranjan Mamillapalli Director – Solution Enablement Mani Sabesan Sr. Manager – Consulting
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19 years
Oracle EBS, VCP, Cloud and BI
Products
Managed Services
SFDC, QlikView, Arena
About Triniti
TRINITI
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Challenges
Agenda
1
Root Cause 2
Solution Characteristics 3
Customer Data Management 4
Summary 5
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What we have heard… Customer Master Challenges
Shared Services Model
Multi-application Interaction
Data Management
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Customer Master Joint ownership
Customer Service
Addresses, Contacts
Site Usages
Customer Status
Relationships
Finance
Payment Terms
Credit Limits
Tax Certificates
Holds
Operations
Shipping Methods
Order/Line Types
FOB Point
Freight Terms
• Sales • Quoting • Export compliance • Shipping
• Pricing • Tax • BU Functions • Region/Site Functions
Others…
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Solution Characteristics
Workflow Mass Maintenance Governance
System enforced business processes
Self-service mass maintenance
Who, What, When, Why
Realtime Multi-App Support
Low latency Data in synch across the applications
Leverage Oracle Application
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Metrics
Quality Time
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Triniti CDM
(Customer Data Management)
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New Customer Creation Process
Workflow
‘Your’ process, System enforced
Email notification for Action using
SSO
Most granular level of attribute
security
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Change Approval Process
Approvals
Approvals with comprehensive
audit
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User Interface
GUI
One screen UI
Natural Structural Representation
Property Sheet for each node
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Nodes
.
Nodes
Configurable Nodes
representing entities
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Models
.
Models
Use Models to further speed up
the customer creation process
Attribute values can be defaulted
in the model
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Version Control
.
Models
Complete version control
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LOVs
.
LOVs
Real-time info from Oracle
Prevent incorrect data entry
Business specific Rules can be
applied
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Addresses
.
Addresses
Google Maps suggested
address
Validation with Vertex, Sabrix,
Taxware
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Plug and Play
Plug and Play
Existing Customer data
available in application
DFFs auto loaded in application
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Attribute Controls
Security
Most granular attribute controls
Display – Y/N Edit – Y/N
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Multi-Application Synch
Multi-App
Simultaneous data synch
Oracle EBS SFDC
Oracle Cloud (Q1 ‘17)
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Mass Change
Mass Change
Excel-like UI
Comprehensive attribute coverage
Build your own conditions
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Mass Change
Mass Change
Excel-like UI
Comprehensive attribute coverage
Build your own conditions
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Customer 360o
All changes tracked – Who, What, When
Audit 01
Big Picture – Orders, Invoices Summary
Summary 02
All Sales Orders and Invoices for the Customer
Orders and Billings 03
Outstanding for Customer Invoices
Aging 04
Customer Contacts at all levels of hierarchy
Contacts 05
Sales Reps at all levels of hierarchy
Sales Reps 06
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Customer 360o
360o view
Summary
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Customer 360o
360o view
Audit
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Customer 360o
360o view
Orders
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Customer 360o
360o view
Billing
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Customer 360o
360o view
Sales Reps
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Customer 360o
360o view
Contacts
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Customer 360o
360o view
Aging
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Triniti ADM Suite Govern ALL your master data with a single framework
Multi Domain Product (TPM)
Customer (CDM) Supplier (SDM)
Flexible Deployment Cloud
On Premise
Multi Vector Oracle EBS
SFDC Arena PLM
Best in Class Governance Configurable Workflows
Approvals Audit
Policies
Usability Only 2 screens for end users
to learn
100% Authorship Pre-integrated to applications
Zero Latency Synchronous real time integration
Rapid ROI 30~90 day implementation
Economical pricing
RO
31
External Validation
Cool Vendors in Information Governance and MDM, 2015, G.De Simoni, R. Edjlali S. Judah, B. O'Kane, A. White, 30 March 2015 “Why Cool: Triniti focuses on a newly emerging segment of the market that we call application data management. Application data management helps business users govern and manage the business information within a specific business application. It is the start of a focused application data management solution for Oracle ERP”
March 2015
.
Triniti ADM governs the inner 2 circles of business data (Gartner’s 3 rings of information Governance)
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Summary
Natural Structural Representation
Single screen UI
Mass Change – Flexible, Comprehensive
Oracle EBS and SFDC
‘Your’ Process – System Enforced
1
2
3
4
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Realtime – All the time
AUDIT
Single Sign-on
User/Role based Security
Customer 360° view
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