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Oracle Trade Management - Power Integrations' Implementation Approach Clark Stockard – Power Integrations Joanne Nettleblad – OAC Services, Inc Jill Vickers – OAC Services, Inc
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Oracle Trade Management - Power Integrations' Implementation ApproachClark Stockard – Power Integrations
Joanne Nettleblad – OAC Services, Inc
Jill Vickers – OAC Services, Inc
2
Agenda
● Background
● Business Drivers
● Original State
● Current State
● Road Map
● Lessons Learned
● Q & A
3
Background
● Who is Power Integrations?– Founded in 1988
– Corporate Headquarters located in San Jose
– Leading supplier of high-voltage analog integrated circuits (ICs) used in power conversion
– ICs enable compact, lightweight power supplies Simpler to design and manufacture
More reliable
More energy-efficient than those made with competing technologies
– Products used in both consumer and industrial electronics Computers
DVD players
TV set-top boxes
Telecom networking equipment
Cell Phone Chargers
4
Business Drivers
● Non-scalable POS system
● Tremendous growth of Ship & Debit credit memo processing due to increase in distribution channel
● SOx Compliance - Remove CRM from scope
● Need for auditable, secure & flexible quoting approval hierarchies
● Consolidation of three customer master databases
● No impact to sales team and sales process
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Original State
Custom POS Database
POS DataDirect Sales
Oracle Order Management
BookingsBacklog
Oracle Accounts Receivable
BillingsRevenue
Pivotal CRM
OpportunitiesQuotes
Forecast
Forecast
Pivotal Master DataCustomer, Parts,
Territory,Reps, End Customers
POS Master DataCustomers, Parts,
Territory, Reps, End Customers
Direct Sales & Customers
Oracle Master DataCustomers, Parts,
Territory, Reps, End Customers
BBB ReportingPOS ReportingForecast Reporting
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Current State
Oracle Trade Management
POS Data
Oracle Incentive Comp
External PlanInternal Plan
Oracle Order Management
BookingsBacklog
Oracle Accounts Receivable
BillingsRevenue
Oracle Quotes
Approval HierarchyAutomated Workflow
S&D Auth
POS Data
Pivotal CRM
OpportunitiesQuotes
Forecast
Quotes S&D CMs
Disti Orders
Pivotal Master DataCustomer, Parts,
Territory,Reps, End Customers
Oracle Master Data
Customer, Parts, Territory, Reps, End Customers (TCA)
Disti Info
Sales Data WarehouseOpportunities, Forecast, Billings, Bookings, Backlog
Customer, Parts, Territory, Reps, End Customers (TCA)
Distis, End Customers
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Road Map - Planned
Trade Management(POS - Inside Sales)
Cost Accounting (Basic)
AR
OM 1
Partner Management
Support & Functional Enhancements
Incentive Comp
Phase 1 Phase 2 Phase 3
HR (Replace HRV)
QuotingPivotal Integration
OM 2ICM
Self Service HR FIN 2
PO
XML Publisher
FIN 1
Trade Management( Finance)
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Road Map - Completed
● 11i Technical Upgrade (1A)– Upgraded as-is
● Enhancements (1B)– HR Vantage Replacement
– XML Publisher
– ICM
– OM & PO Enhancements
● Self Service Human Resources (2)– Manager and Employee SSHR
– Absence Tracking
– Payroll Feeds
– Alerts & Reports
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Road Map – Completed (con’t)
● Trade Management(2)– Pivotal Integration
Oracle HTML Quoting with multi-tier approval hierarchy
Trading Community Architecture (TCA)
– Point of Sale (POS)
– Distributor Quotes create Ship & Debit Authorization in Trade Management
– Retirement of Legacy Access database for POS & reporting
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Road Map – Completed (con’t)
● CRM Foundation Resource Manager
Sales Groups
Territory Manager
● Data Warehouse CRM, POS, BBB combined reporting
Master data sets used for reporting
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Road Map – Next Steps
● Trade Management Automated Revenue Recognition
Automated COGS Recognition
Claims Processing
Disti inventory management
● Incentive Compensation External Reps
Internal Reps
Commission Splits
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Lessons Learned
● Design Challenges– Multi-Org
Quoting
Trade Management
Incentive Comp
– Resource Setup
Resource Types
External Resources
Effective Dates
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Lessons Learned
● Design Challenges continued– Territory Manager versus Sales Credit Allocation
– Receivables Setup
– Parties, Customers, End Customers
– System of Record
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Q & A
