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Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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Page 1: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are
Page 2: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Krishnaprem Bhatia Senior Principal Product Manager, Oracle

Ravi Gade Director, Calix

Sep 21, 2016

Suresh Sharma Director, IPM Technology Leader, Cognizant Sadayappa Natarajan Solution Manager, CenterPoint Energy

OpenWorld 2016 Modern B2B: Customer Case Studies and Evolution to API-Driven B2B

Page 3: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Safe Harbor Statement

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.

3

Page 4: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Program Agenda

Oracle B2B on Cloud

Evolution to API Driven B2B

Customer Case Studies

Q&A

1

2

3

4

4

Page 5: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Program Agenda

Oracle B2B on Cloud

Evolution to API Driven B2B

Customer Case Studies

Q&A

1

2

3

4

5

Page 6: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 6

Oracle B2B on Cloud Trading Partner Community

Oracle B2B

Cloud

Trading Partner Management

Document Management

Transport and Exchange

Management

Security

Oracle On-Prem Apps

(e.g. Siebel, EBS, JDE,

etc…)

3rd Party on-prem apps 3rd Party on-prem apps 3rd Party On-Prem Apps

Purchase Orders

Suppliers

Airlines

Government

Manufacturing Partners

Product Specifications

Passenger Reservations

Tax Records

HTTP SOAP File

ebMS AS4 AS2

Oracle

ICS Oracle

SOACS

Oracle Cloud Services

Other Oracle

Cloud services

VAN

Networks

Secure, automated exchange of business information with your trading partner community

Page 7: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Key Features

B2B Integration in the cloud: Allows B2B trading partner, document and channel management through a cloud based portal

Supports on-premise and cloud-based deployments : B2B data flows can be moved between on-premise and cloud deployments very easily

Scalability: Easily provision additional resources to scale as needed

Low maintenance: Automated backup and recovery, single click patching

Benefits

Easily expose B2B integration to internal and external consumers

Provides security to protect backend systems

Rapid and fully automated provisioning

Secure, Highly Available with Clustering

Oracle B2B on Cloud Comprehensive B2B Platform on the Cloud

Page 8: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Provisioning through SOA Cloud Service

Oracle Confidential – Internal

Select SOA and B2B Cluster type

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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 9

Key Differentiators • Rich Feature Support

– Prebuilt customizable documents

– Multiple exchanges such as AS2, FTP, File

– Value added features such as EDI Batching, Trading Partner Downtime and Self Service

• Modern, Integrated, Scalable Solution

– End to end visibility & integrated reporting

• Easy to Use

– UI based configuration with command line tools

Page 10: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Program Agenda

Oracle B2B on Cloud

Evolution to API Driven B2B

Customer Case Studies

Q&A

1

2

3

4

10

Page 11: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Towards Next Gen B2B

• The nexus of forces (Cloud, Mobile, Social, Information) is influencing every IT trend, including B2B Collaboration

• Increasing competition and changing buyer and seller behavior is evolving B2B Integration into Next Gen B2B

– Need for agility, faster response times, more control

– Traditional reporting and monitoring to predictive real time analytics and decision making

– Traditional selling channels (website) to integrated multi-channel selling

– On-premise deployments to hybrid models of SaaS and on-premise deployment

11

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

Requirements for Next Gen B2B

• B2B

– Multi-channel selling

– Hybrid deployment options

– Customer Self Service

– Vertical Offerings

• B2C

– Personalized buying experience

– Multi-channel selling

– Integrated support through multiple channels

– End to end orders

• B2B on Cloud and private networks

• API Driven B2B

• Integration with smaller non-EDI partners

• Support for traditional and emerging standards

• Elevated user experience

• Real time order status tracking and analytics

• Security

• Mobile service offerings

• Integration with backend applications

• Integration with Social

• Customer Self Service

• Vertical Offerings

12

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

API Driven B2B

• Send/Receive B2B messages with trading partners using APIs

– E.g. A PurchaseOrder API receives JSON payload over REST

• Partner capabilities easily discoverable in a catalog

• API documentation can reduce manual exchange of information

• Useful for smaller partners, non EDI vendors, modern B2B players

• Enables Partner Self Service

13

With Trading Partners

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

API Driven B2B

14

Backend Services

• Backend services are API driven

– E.g. PurchaseOrderAPI sends the message to a backend ERP, contacts a 3PL, returns ShipmentNotification

• Agility - separation of partner specific logic (mappings) from backend logic

• Simplifies on-boarding because backend logic encapsulated as APIs and can be reused for different partners

• Mappings can be done by the business user, APIs can be created by the IT user

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

API Driven B2B

• Hybrid Approach

– EDI will continue for many more years

– Until then, support both traditional B2B (e.g. EDI over AS2) and the modern API Driven B2B modes

– API Driven B2B through API Platform • Phase 1: Support B2B Rest APIs through API Platform; Traditional B2B through B2B Gateway

• Phase 2: Traditional B2B transactions discoverable in the API Platform (catalog); Runtime through B2B Gateway (for B2B specific protocols such as AS2, ebMS etc.)

• Phase 3: Traditional B2B analytics available in the API Platform

• Phase 4: B2B specific protocols runtime in API Platform

15

Page 16: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

CY15

SOA Suite Cloud Service (GA) • GA with 4 Domain types:

• SOA Infra • Service Bus • SOA Infra + Service Bus • API Manager

• Automated provisioning • Cloud Tooling for Patching/

Backup-Recovery / Scale-Out • Integration with DBCS and

Storage Service • Cloud Adapters

Roadmap

B2B Cloud Service

• Available as part of SOA Suite

Cloud Service

• New Domain type: B2B

• All functionality in B2B on-prem

now available in Cloud

CY16

API Driven B2B • Available as a part of API

Platform Cloud Service

• API Driven B2B partner

interactions and API Driven

backend services

B2B Self Service • Discovery of B2B APIs and self

registration by partners

New protocols • Support for new documents and

exchanges

CY17

16

Page 17: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

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

Program Agenda

Oracle B2B on Cloud

Evolution to API Driven B2B

Customer Case Studies

Q&A

1

3

4

17

2

3

Page 18: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

Proprietary and Confidential

INTERNAL DO NOT DISTRIBUTE OR COPY FOR ANYONE OUTSIDE CALIX

Owner: Ravi Gade

Sr. Director, Digital Transformation and Enterprise Applications

Sept 15th, 2016

18

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Proprietary and Confidential 1

9

Calix, a global leader in broadband communications access software, systems, and services.

Our solutions are deployed in over 80 countries globally.

In the US, 85% of local exchange carriers uses Calix solutions.

I am a Senior Director, leading Digital Transformation and Enterprise Applications (DTEA) team at Calix

DTEA team is Responsible for Business Applications including Oracle eCommerce (OCC), Adobe AEM (Calix.com), Finance (ERP), Oracle Business Intelligence, Integrations Platforms ICS, SOA CS and PCS, Oracle Agile PLM, Oracle BMI, Salesforce, Workday and Hyperion Systems.

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Proprietary and Confidential 20

Innovative and Business Scalable Middleware platform

Integrate data across multiple applications within and across the enterprise (B2B / EDI).

Industry standard integration platform to improve Business and IT efficiency

Able to build secure integrations regardless of the application or platform

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Proprietary and Confidential 2

1

We at Calix evaluated many integration platforms and found Oracle SOA CS as the solution that supports both our strategic and immediate goal.

Able to build scalable and complex integrations in less than 80 hours using JDeveloper.

Leveraged File, Database and B2B adapters for EDI inbound and outbound with minimal coding efforts.

Rapid deployments – Reduction in “go to market time” , Built in adaptors

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Proprietary and Confidential

Calix EDI – Architecture (SOA CS)

Outbound Directory

Inbound Directory

• Transformation • Message Routing • File Read / Write • B2B (Tracks

Transactions)

SOA Cloud Service Trading Partners

EDI File Exchange

Advantages • Focus on SOACS implementation only – less risk • Leave EBS interfaces untouched (e-Commerce Gateway) • Future changes for integration can be implemented with

progress of SaaS implementation

eCommerce Gateway

•Insert •Update •Select

•Transactions •Setup Data

SSH Tunnel (for File)

SSH Tunnel (for DB)

Oracle EBS

Page 23: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

Proprietary and Confidential 23

System Average Daily

Transactions

Type Comments

SOA CS 1800 B2B Inbound Documents

SOA CS 2800 B2B Outbound Documents

SOA CS 99.99% Successful 3 system issue were encountered in

last six months. All issues are

resolved

Page 24: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information 24

Page 25: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

Service Territory

(1) Includes Continuum’s energy services customers and operational footprint

*

(1) 25

25

Page 26: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information

Electric Transmission &

Distribution

Natural Gas Distribution Energy Services

Midstream Investments

• Natural Gas

Operations in:

Arkansas

Louisiana

Minnesota

Mississippi

Oklahoma

Texas

• Electric

Operations in

~5,000 square

miles in and

around Houston

• Operates in 26 states • Enable Midstream

Partners

55.4% LP unit

ownership

40% IDR

ownership

50% GP

governance

$363M preferred

unit investment

Business Segment Overview

26

Page 27: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information

Vision, Strategy, Values

Our Vision: Lead the nation in delivering energy, service and value

We are a premier U.S. energy delivery company

Delivering energy is CenterPoint Energy’s core business

Delivering service and value applies to all stakeholders

Our Strategy: Operate, Serve, Grow

Ensure safe, reliable, efficient and environmentally responsible energy delivery businesses

Utilize new and innovative technology to enhance performance

Develop a diverse and capable employee base

Invest in core energy delivery businesses

Actively govern Enable Midstream investment

Add value to energy delivery through superior customer service, new technology and innovation

Provide leadership in the communities we serve

Our Values:

27

Page 28: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information

CenterPoint Energy B2B

28

CenterPoint Energy IT DMZ

EAI CIS

SAP

MDM

MDSI

SMART

ADMS

GIS ADS MIS

NAESB

Web

Server

NAESB

File

Server

FUSION

Middleware

Application Servers

Cluster

(4 Nodes) Inte

rnet

ERCOT

SMT

Competitiv

e

Retailer

SFTP

Gateway

HTTP

Gateway

Competitive

Retailer

Competitive

Retailer

Competitive

Retailer

Competitive

Retailer

Competitive

Retailer

Competitive

Retailer

Competitive

Retailer

Competitive

Retailer

HTTPS

File

Server(s)

HTTP Load

Balancer

Dot Net

Applications &

Services

Web (IIS)

Servers

Database

Standby Database

Suppliers

Suppliers

Suppliers Suppliers

Page 29: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information 29

CenterPoint Energy Oracle B2B

Physical Architecture

Inte

rnet

ER

CO

T

HTTPS

CR CR

CR

CR CR

CR CR

CR

CR

CR

DMZ

EAI EAI EAI EAI

TMH TMH TMH TMH

B2B B2B B2B B2B

FUSION

File

Cluster

NAESB

File and

SQL

Server

Cluster

RAC

FUSION Application Servers

Customer

Information

System

SAP-ERP

Application &

Dehydration

Databases

NAESB WS

Cluster

SFTP

Gateway

Cluster

HTTP

Gateway

Cluster

SOA

Appliance

Cluster

Page 30: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information

Financial and Purchase Order Document Types

30

Maximum

utilization of

Out of Box

B2B

configuration

About 300 Trading Partners, 11

document types, 8610 interface

definitions are configured in the

system

Instant Batching

Controlled batching

By time,

By number of records and

By size B2B API - Native

EDI (x12) to

EDIFECS (xml)

B2B API -

EDIFECS (xml) to

Native EDI (x12)

Automated

Trading Partner

Configuration

Enterprise B2B

solution

CenterPoint Energy B2B Business

Implementations Methodology

Page 31: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information

Electric Market Transaction Document Types Financial and Purchase Order Document Types

814 (Enrollments)

650 (Service Orders)

867 (Billing)

810 (Invoice)

820 (Payment Advise)

824 (Reject for Billing and Invoice)

997 (Acknowledgement)

820 (Payment Advice)

855 (Purchase Order

Acknowledgement)

856 (Notice of Shipments)

997 (Acknowledgement)

CenterPoint Energy B2B Business

Segment Overview

31

Page 32: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information 32

CenterPoint Energy Oracle B2B Business

Solution Achievements

Achieved 99.99% stability

since go-live (2014).

Processing time reduced to an hour from 5 hours for processing

300K Billing and Invoices documents (Documents size varies from

4Kb to 40Mg)

Implemented B2B solutions as Enterprise

B2B bus for multiple business process

including Texas Electric Market

transactions and financial transactions

such as Payment Advices, Purchase

Orders, Notice of Shipments etc.

Oracle B2B Gateway layer fully

decoupled from the business

applications layer which

allowed gradual multi-year

phased replacement of the

legacy backend business

applications

Everyday ~1 million transactions are

getting processed through the B2B

Page 33: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information 33

Future shift toward B2B APIs usage shall be an industry shift

facilitated by the Public Utility Commission of Texas and Market

Participants and depend on the changes to the data exchange

patterns, scope and point of data access requirements imposed by

the Commission.

Other B2B transactions: Centerpoint Energy desire for API based B2B integrations may be driven in future by the

added value services and opportunities around the smart meter data and infrastructure

CenterPoint Energy

Evolution to API-Driven B2B

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© 2016 CenterPoint Energy Proprietary Information 34

CenterPoint Energy

Evolution Advantages to API-Driven B2B

Simplified, more cost effective, faster enablement of new CRs

(Competitive Retailers)

Improved market competition through larger pool of CRs

(easier market entry at lower IT cost)

Shorter time to-market for new functionality and data scope

Easier enablement of value added services

Lowered total cost of ownership (TCO) for new and existing

functionality and data scope i.e. centralized development and

deployment, API based, presumably larger base of technical

resources and solutions available for API B2B platform than

EDI

Multiple options for separation of data and API deployment

between cloud and on-premises to improve scalability without

jeopardizing data security

Page 35: Safe Harbor Statement - Oracle€¦ · Proprietary and Confidential 1 9 Calix, a global leader in broadband communications access software, systems, and services. Our solutions are

© 2016 CenterPoint Energy Proprietary Information 35

CenterPoint Energy B2B for Texas Electric Market

Transactions

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© 2015 Cognizant

Cognizant Overview

1 All Stars List of Fastest

Growing Companies

3 World’s Most

Admired Companies

288 Fortune 500

637 Forbes Global

2000

9 Forbes’s

Fast Tech 25

1 2016 Outsourcing Service Provider

1 281 Financial Times 500

42 Largest Publicly

Traded Company

Client Satisfaction

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© 2015 Cognizant

The Customer - A Large Global Manufacturing Company in NA

Background The Customer is a Global Manufacturing giant based in North America

Has gone under Mergers and Acquisitions

Deals with multi geography manufacturing units and suppliers.

Business Need

To setup a central EDI transaction hub to streamline and create standardized processes across various

manufacturing and supply chain transactions

Ease of monitoring the EDI transaction flows across multiple business units

Shorter timelines for getting the material from suppliers

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© 2015 Cognizant

Solution Overview Solution

To set up a common centralized EDI HUB for Manufacturing and Supply Chain transaction between customer multi geo business units and its suppliers

EDI HUB was developed and automated the Supplier On-boarding Process

Secured data transfer over HTTP/Internet via AS2 and FTP

Partner profile and certification management

EDI Transaction : 850 (PO) , 855 (PO ACK) , 810 (Invoice) , 856 (ASN) , 753 (request for routing), 754 (Routing Instructions)

Value to the Customer Streamlined and standardization of processes across Organization resulting in cost savings Common EDI platform resulted in standardizing partner onboarding process, implementing common maps Better planning with Suppliers and better Pricing from vendors. Reusability, Global standards for all divisions, managed SLAs including high Volume of transaction processing, Managed services, centralized pool of Knowledgeable resources

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© 2015 Cognizant

Solution Landscape

Oracle B2B Oracle Fusion Middleware

Trading Partner Auto

Onboarding

Trading Partner

Management

Document Management

Delivery and Listening

Channels

APPS

VANs

Customers

Suppliers

Financial Institutions

3PL

HTTP / AS2 /

FTP

SOA Design Time Governance SOA Run Time Governance

Version Control BAM OBTM Oracle Fusion Middleware

Control (OEM)

OWSM Continuous Integration

Framework

Enterprise Applications

APPS

Web

Services

JCA

Adapter

Database

Adapter

Connectivity

Layer

OSB Routing Transformation Filtering

BPEL Data Enrichment Workflows

File Storage Weblogic

App Server SOA DB

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© 2015 Cognizant

Key Current Challenges in B2B Setup

Above Challenges compelling the customer to stay competitive in the digital era by adopting

“API driven B2B”

Need for Self Service Supplier onboarding

Readiness of EDI HUB towards Digital expectations

Enterprise B2B strategy alignment with B2B partners & Suppliers Digital initiatives

Traditionally B2B exchanges are very expensive for customers to maintain

Long on-boarding processes for Trading Partners (spanning few days to weeks)

B2B Exchange players govern the terms for Small / Medium Organization

Multiple levels of data transformation

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© 2015 Cognizant 41

API Driven B2B

B2B Objectives are still the same, EDI is not going away

Self Service Partner Portals to achieve faster partner onboarding

Partner integrations using RESTful API enabled for B2B communication.

Convenient and simple APIs to make business process integration across enterprise in a seamless manner

Characteristics of API based

B2B Setup

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© 2015 Cognizant 42

Hybrid B2B Integration Approach

ERP

APPS Database EBS Custo

m

Apps

Partners & Suppliers SaaS Application

Provider Mobility and Devices

Oracle SOA Suite JCA Adapter

API Security API Proxy/Traffic Layer

Policy Studio Monetizatio

n

Document/Trading

Partner

Management

Transformation

B2B Formats

(Mapping)

Oracle B2B Components

Validation /

Enrichment

Data

Transformation /

Routing

Logging &

Exception Handling Monitoring

Oracle BPEL PM / OSB

On Premise

Applications

API

Gateway

B2B

Gateway Transport / Messaging

Document Batching and De-Batching

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© 2015 Cognizant 43

Expected Benefits of API Driven B2B

Shorter cycle time for onboarding trading partners and establishing the B2B integration using API

Enabling the Enterprise Services to Digital Avenues

New Business Channels - Social, mobile and cloud platforms.

Increased Business Revenue through linking various channels

Focus on Core Business Area and utilize the APIs from External World

Key Benefits

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

Program Agenda

Oracle B2B on Cloud

Evolution to API Driven B2B

Customer Case Studies

Q&A

1

3

4

44

2

3

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

Safe Harbor Statement

The preceding 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.

45

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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 46

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