Show Me the Money: AIA Order to Cash PIP Customer Showcase · • Deliver greater capabilities on best-of-breed apps • Faster time to market for Products • Enables faster time

Show Me the Money: AIA "Order to Cash" PIP Customer ShowcaseRajesh KalraSenior Principal Product Manager, AIA, Oracle

Christopher J RonchakScriptPro

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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Agenda

• Application Integration Architecture Overview• Order to Cash PIP

• Business Need• Solution Description, Functions, Benefits

• Script Pro Presentation• Order to Cash PIP Demo• Summary• Q & A

What is Application Integration Architecture

met

Asia OperationsEuropean Ops Service Providers Supply Network

AIA is the most complete integration solution for orchestrating agile, user-centric business processes across your

enterprise applications.

Why Application Integration Architecture

AIA Solutions Are:

Complete

• Reference Process Models• Application Content

• Lifecycle/Governance Tools• FMW Technology

• All supported by Oracle

Open

• Non-proprietary• Standards-based

• Interoperable with other Applications and Middleware

Integrated

• Pre-integrated UIs• Pre-integrated Data Flows

• Pre-integrated Process Flows• Designed to Work Together

Enables You to do More with Existing Investments

Gives You More Choice & Flexibility Lowers IT TCO

How AIA Is Delivered

Process Integration Packs

• Loosely coupled composite business processes

Foundation Packs

• Comprehensive process composition framework

Direct Integrations

Process Integration PacksOptimize. Pre-built composite business processes across enterprise Applications

Foundation PacksStandardize. Common Object and Shared Service Library with supporting SOA programming model and best practice implementation methods

Direct IntegrationsManage. Pre-built integrations to support data flows between systems

Key Business Benefits of AIA

Gain Business and IT Efficiencies

Gain Business and IT Efficiencies

Increase Competitive Edge

Increase Competitive Edge

Speed InnovationSpeed Innovation

Process Integration Packs

• Loosely coupled composite business process

Foundation Packs

• Comprehensive process composition framework

Direct Integrations

Example Uses:•Modernizing apps•Consolidating systems•Improving/Extending processes

Sampling of Leading Companies Leveraging AIA

Siebel CRM Integration Pack for Oracle Order Management: Order to Cash

Business Requirement Streamlined Order to Cash

Customer AgentI’d be happy to take

your orderI’d like to

purchase more products

Order to Cash Composite BPMN FlowSales Order Management

Materials Mgmt and Logistics

Transportation Management

Integration Scenario Sales Order Process Integration

AssetsOrdersProductsCustomers

Business Requirement - FULFILLED Streamlined Order Capture and Customer Care

Customer AgentYou are welcome !

Is there anything else I can help you with ?

Thank you for resolving it in the

first call itself !

CSR works with only one User Interface!

• Support bi-directional synch• Send new customer, address

information to EBS only if used to place an order

• Support customer merge in EBS, synched to SEBL

• EBS as the product master

Synch product hierarchy to SEBL

Oracle price lists synched to Siebel

EBS configurator presented from SEBL Order Capture UI

Leverages SEBL eligibility, compatibility, and pricing

SEBL order capture calls EBS for ATP, credit checks, payment authorization, estimated shipping

Complete order synched to EBS for fulfillment

Order status synched back to SEBL, at header and line levels

IB synched to SEBL as asset

CUSTOMER

PRODUCT

PRICING

CONFIGURATOR

ORDER

INSTALL BASE

Order to Cash Feature Summary

Order to Cash: Cross Industry Real-Time Order Lifecycle Integration

• Deliver greater capabilities on best-of-breed apps

• Faster time to market for Products• Enables faster time to revenue• Achieve business process

adaptability and agility

• Pre-built business process maps to enable complete order capture to cash flow

• Order Status Updates are sent back to Siebel

• Embedded Oracle Configurator in Siebel CRM Order Capture

• Synchronized customer, product, pricing and Asset information

• Initial Load of Customers, Products, Price Lists & Assets

Business BenefitsKey Features

• Reduce implementation cost/ risk• Jumpstart evolution to standards

based SOA• Enable rapid change with minimal

disruption to business

IT Benefits

Order to Cash Delivers Greater Operational Productivity and Transparency

IT Benefits

Faster time to value than building yourself

More reliable and less risky

Extensible and upgradeable to protect customizations to end-points and processes

Easier to optimize and evolve

Oracle E-Business Suite

Siebel CRM Integration Pack for Oracle E-Business Suite Order ManagementIntegrated Order to

Cash Process

Sales:• Cust Svc Reps• Inside Sales

Order Management System

Configure Product

PaymentCheck Availability

Pricing

Synchronize customer

Create Quote/Order

Customer Relationship Management

Siebel

Application Integration Architecture Process Integration Pack

Business Benefits

Richer functionality

Quick and detailed customer information

Consistent Product & Price List information

Faster process execution; less errors

Increased individual and corporate efficiency


AIA Customer Showcase: ScriptPro

Show Me The Money!Oracle EBS/Siebel Integration

Case Study:ScriptPro

Christopher J RonchakTrent Runion

ScriptPro – IS Applications

IS Applications © 2005 ScriptPro LLC

Founded in 1994, based in Mission, KS

ScriptPro employs approximately 500 people who develop, assemble, sell, install and support an entire line of pharmacy automation products. With installations in thousands of pharmacies, ScriptPro is the world leader in pharmacy automation.

ScriptPro products can be found in independent, chain, institutional, supermarket and government pharmacies throughout North America. ScriptPro is the only company that has developed and produced a full line of prescription fulfillment solutions.

– 1994: Early product designs begin.– 1997: Installation of our first robotic system, the SP 200.– 2000: First installation of SP Central Workflow System.– Thousands of installations today. Our first systems are

still in use today.– ScriptPro is dedicated to producing innovative systems

that advance the pharmacy industry through robotics.

About ScriptPro



SP200: The introduction of the SP 200 revolutionized the industry through built-in bar code safety checks when dispensing drugs and organizing the often chaotic pharmacy workflow process.

About ScriptPro



F I N A N C E

O R D E R

T O

C A S H

Receivables

Order MgmtAdv Pricing

PayablesM A N U F A C T U R I N G

Bills of Material

Other Applications for Future Phases

• Business Intelligence

• Mobile Supply Chain

• Configurator

• Engineering

• Incentive Compensation

• Human Resources / Payroll

• Teleservice

• iSupplier Portal

• Field Service

• Service Contracts

• Depot Repair / Install Base

• Lease Management

• iReceivables

Inventory Management

CostManagement

Purchasing

Work inProcess

Project Scope Phase 1 - Oracle EBS Applications

Fixed Assets

Quality

Shipping

* Further review will be made during Plan Phase to determine scope of MRP / Scheduling to be implemented

Vertex

General Ledger

Cash Management



Integration Decision

Siebel CRM, ERM, Marketing Analytics

– Opportunities, Customers, Contacts, Quoting, etc.

Large EBS implementation, firm go-live date, May 1, 2008

– Multiple teams, coordination between nearly all of the company

– Successful implementation

Phase one did not include Siebel integration

– Siebel 7.8 upgrade (necessary to support integration).– Project Milestone - Fall 2007– Resource Constraints

– AIA Siebel CRM Pack for Oracle EBS– AIA availability - July 2008

Options:

1. Manual Processes

2. "Homegrown" Integration

3. Siebel/Oracle Integration with Business Connectors

4. AIA Integration



Option 1: Manual Processes

Pros– Low impact on overall implementation schedule

– Design of interface could then be done later

Cons– Duplicated effort

– Entry of orders, customers

– Risk of inconsistent data

– Cumbersome to find information in two systems



Option 2: "Homegrown" Integration

Pros– Control of design and interface points

– Leverage existing technology - EIM, other

– Experience in-house

Cons– Proprietary design, maintained by precious few

– Maintenance would be required for any Oracle/Siebel upgrades

– Reliance on quick integration could thwart support for complete integration project, such as AIA



Option 3: Siebel/Oracle Integration w/ Business Connectors

Pros– Connectors have been in existence since early 2000s, Stable

– Talent in-house

– Quick to deploy

Cons– Not upgraded with Oracle products

– Would require maintenance for upgrades

– Older technology– Throwaway system/interface?

– Not as complete as the AIA integration



Option 4: AIA Integration

Pros– Leverages SOA/Fusion technology

– Allows for the most complete integration of Oracle EBS and Siebel CRM

– Leverages Oracle's knowledge of apps for integration

– Existing in-house application for repetitive billings (RPTS) can be integrated due to SOA Suite's extensibility

Cons– Choosing AIA meant Manual Integration for Phase I of ERP

Project (for May 1, 2008)

– OOB connectors, pre-built, will they fit ScriptPro's business processes?

– On the "Cutting Edge", ahead of the curve



Decision: AIA Integration

Implementation of AIA will be a project involving all functional users of Oracle Order Management

AIA made sense for ScriptPro's ERP long-term strategy

ScriptPro's overall integration strategy supported by SOA technology– Business process driven vs. data element driven

AIA is part of Oracle's long-term technology direction

Single point of vendor support for AIA



Challenges - Current Manual Processes

Double Entry of Sales Orders– International orders in MAS200 system

– International subsidiaries will be added in 2009

– Updates to Siebel done after shipment, not real-time

– Manual scrutiny, daily, to keep Sales Orders in sync

– "Swivel-Chair" Integration

Double Entry of Customers– Customer cleanup effort before go-live

– Manual effort to keep customers in sync after creation

Configured Products– Options set in Siebel as attributes when Siebel order created

– Order is created in Oracle Order Management

– Items are configured with Order Management Configurator– Inconsistent terminology between systems



O R D E R

T O

C A S H

M A N U F A C T U R I N G

Siebel/Oracle Manual Order Process - High Level

Order Entered in Siebel CRM

Order Entered in Oracle EBS

Order item options set as attributes in Siebel

Configuration of items "copied" from Siebel to Oracle OM Configurator.

Order Booked in Oracle EBS

Order Picked and Shipped

in Oracle EBS

Order Comparison

Report

Shipment Info updated

manually in Siebel

Prints over Oracle and

Siebel Orders

Order Invoiced in

EBS

Order Comparison

Report

Reactive

Involves printing of Order Comparison Report after orders are in both systems

Potential Errors

Due to multiple touch points of every order in both systems

Inaccurate data could cause shipment delays, or service delays

Additional FTE just for matching orders between systems

Entry time for Siebel/Oracle orders at least doubled

Not a real-time interface between systems

– Timing issues for support calls



AIA Project Scope - ScriptPro

Track In Scope –

Business ProcessOrder Management Finished Goods order

Parts OrderSupplies OrderFee-based service orderRepair orderDrop-ship orderCancelling ordersRMA’sATP

Pricing Create, add, delete, maintain pricing Price adjustments Customer Pricing updatesIntercompany Pricing

Customer Delete, Create, maintain customersCustomer relationships Data Quality

Product and Configurator Create, delete, and Maintain items including item masterConfigurator maintenanceCreate and maintain a BOM including revisionsItem relationships



Project Planning

Plan:– Process reviews

– Current Oracle and Siebel sales order processes– Functional owners involvement

– Gap Analysis– Current processes vs. AIA OOB functionality– Review of Siebel customizations that may impact design

Design

Build/Configure– Development

– Unit Testing

Testing/Training

Implementation -- Q1, 2009



Deployment Strategy By Project Phase – Phase Two

2008-09Aug Sept Oct Nov Dec Jan Feb Mar April May June July

Plan

Design

Build/Configure

Test/Training

Deploy & Support

AIA Project Phases



O R D E R

T O

C A S H

M A N U F A C T U R I N G

Future State, Sales Orders - High Level

New Sales Order Process:• Entry of sales orders once in Siebel• Post-booking order maintenance done in Oracle• No additional FTE for maintenance• No comparison report necessary

Current State



Details - Future State of Sales Orders

Siebel CRM– Sales Orders placed in Siebel (CS/Planning)

– ATP checking done in Siebel (CS/Planning)

– Configuration (CS/Planning)

– Initial pricing (CS)

– Orders booked (CS/Planning)

Oracle Order Management– ATP Override - when scheduling fails (Planning)

– Fulfillment sets (Accounting)

– Commitments (Accounting)

– Drop ship order processing (Accounting)– Requisitions imported into Purchasing– Virtual Receipt

Oracle Receivables– Autoinvoicing (Accounting)



Future State of Pricing/Customer/Products

Pricing– Price Lists maintained in Oracle (Purchasing/CS/Accounting)

– Part origination– Costs for cost-based pricing

– AIA Pushes Price Lists to Siebel Daily

– When Order is Priced, Price is Passed as An Override to Oracle

– Intercompany Pricing Unaffected IF Order Types Passed From Siebel to Oracle

Customer– Created In Siebel (Contracts/Receivables)

– Converted From Prospect– Entered Manually

– Passed to Oracle When Order Is Created

– Bi-Directional Sync

Products– Generated in Oracle, Pushed to Siebel



Lessons Learned to this Point

It's a Project

Understand Expectations of Both Systems– ScriptPro owned Siebel prior to Oracle EBS

– AIA/PIP designed for customers with Oracle EBS prior to Siebel

Technology New to ScriptPro– BPEL/SOA toolsets require specialized skills

– Implement/Deploy– Support for the long-term– RARE Skills

– New lingo for working with toolsets

Support for Bugs– Working with SRs to get issues resolved

– Oracle support has been responsive to our needs



Humor?

SO-A, did you hear the one about Oracle and Siebel getting together?

Yeah, that's a good one, PIP-PIP Hooray!



To be continued . . .

Next Steps for ScriptPro:– Complete Prototype, Resolve Issues

– Complex BOMs, Orders without errors– Review current business processes

– Create gap analysis of OOB AIA Integration and ScriptPro's business needs

– Domain Value Maps (DVMs)– Changes in business processes– Changes to BPEL packages

– Define development items– Deliver To Functionality (Siebel/Oracle)– Order Type/Price List Linkage (Siebel/Oracle)– Multi-Org Considerations, Present and Future

– Begin development and configuration . . .

Demo - Back to Rajesh Kalra -- Applause!


AIA Order to Cash Demo

O2C PIP Optimizes the Siebel User Experience

Oracle EBS Product

Definitions

Siebel Eligibility

Rules

Product Configuration

Rules

Siebel Pricer Rules

Integrated User Interface Oracle Configurator and Siebel Pricing

Order to Cash PIP Benefits

AIA Process Integration Packs provide customers with pre- integrated business process for the rapid implementation of core business processes.

• Faster ROI• Lower TCO• Reduced Integration Risk


AIA Sessions

Thursday, 9/25 Sessions Presenter (s)

9:00 a.m. -10:00 a.m. S299691: Show Me the Money: AIA "Order to Cash" Customer Showcase ScriptPro, AIA

10:30 a.m.-11:30 a.m. S299685: AIA: Bridging the Gap to Next Generation Applications AIA

12:00 pm-1:00 p.m.S299687: Hear What AIA Has Planned for

Communications, Retail and High-Tech Industries

AIA

1:30 a.m. -2:30 p.m.S299688: AIA and SOA Adoption Basics: Getting the

Most Bang from Your SOA Investment through SOA Governance

AIA

3:00 p.m. - 4:00 p.m. S299692: AIA for E-Business Suite AIA

In Moscone South:

Visit Exhibition Hall all week: 3 AIA Demo Stations

Oracle OpenWorld 2008: Focus On AIA Thursday Thursday Thursday

More Ways to Learn About AIA

1. Visit AIA demo stations in the Exhibition Hall- Pods I2, I3, I4 • Monday, September 22

• 11:00 AM – 6:00 PM• Tuesday, September 23/ Wednesday, September 24

• 9:00 AM – 6:00 PM• Thursday, September 25

• 9:00 AM – 1:30 PM

2. Join us @ Oracle Mix: https://mix.oracle.com/groups/10322

3. Subscribe to our AIA Blog: http://blogs.oracle.com/aia

4. Check out: www.oracle.com/aia

5. Contact your Oracle Sales Rep

https://mix.oracle.com/groups/10322

http://blogs.oracle.com/aia

http://www.oracle.com/aia

Documents

Show Me the Money: AIA Order to Cash PIP Customer Showcase · • Deliver greater capabilities on best-of-breed apps • Faster time to market for Products • Enables faster time