Oracle Applications Users Group OAUG Gail Peterson Executive

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Oracle Applications Users Group (OAUG) Gail Peterson Executive Director OAUG Global Users. Global Solutions.

Oracle Applications Users Group (OAUG) Gail Peterson Executive Director OAUG Global Users. Global Solutions.

Agenda v v v OAUG Overview Membership Benefits OAUG Demographics Membership Types OAUG and

Agenda v v v OAUG Overview Membership Benefits OAUG Demographics Membership Types OAUG and Oracle Strategic Initiatives/Collaboration Oracle Acquisitions and Integration Value Proposition and Initiatives OAUG Structure Call to Action Upcoming Events OAUG Contacts Q&A Global Users. Global Solutions.

OAUG Overview v v Formed in 1990, the OAUG is one of the software

OAUG Overview v v Formed in 1990, the OAUG is one of the software industry’s most successful user groups and speaks with one voice for the family of Oracle Applications users. The OAUG is a global organization that enhances the capabilities of real Oracle users in their day-to-day use and management of the growing family of Oracle Applications by : v Enhancing productivity v Maximizing investment v Influencing the future, pricing, quality, usability and support of the family of Oracle Applications Global Users. Global Solutions.

OAUG Demographics v v v 100, 000 users and partners worldwide 100 affiliated Geographic

OAUG Demographics v v v 100, 000 users and partners worldwide 100 affiliated Geographic (Geo) and Special Interest (SIG) Groups Broad representation of products and regions v Global representation: v North America v South America v EMEA v Asia v Australia Global Users. Global Solutions.

OAUG Demographics – Primary industry Global Users. Global Solutions.

OAUG Demographics – Primary industry Global Users. Global Solutions.

OAUG Member Companies General Electric Best Buy Yale University Nordstrom City of Las Vegas

OAUG Member Companies General Electric Best Buy Yale University Nordstrom City of Las Vegas Master. Card Toshiba Canon Boeing Trane XEROX Burlington Coat Dell Starbucks Emerson The Gap Global Users. Global Solutions.

OAUG Membership Types v v v User Members - $595 USD Associate Members -

OAUG Membership Types v v v User Members - $595 USD Associate Members - $1, 195 USD Individual Associate Members - $325 USD v User and Associate memberships cover entire company Membership Structures: v User company bundles v Global affiliations groups (multi-national) v Independent affiliation with OAUG v Multiple user groups v Local connections v Global reach Global Users. Global Solutions.

The Value of OAUG/Oracle Collaboration v v v v v Advocacy and Influence Knowledge

The Value of OAUG/Oracle Collaboration v v v v v Advocacy and Influence Knowledge and Discussion Forums Communication Education and Training Networking Established Councils of Influence Strategic Oracle Partnership Global Representation of Products Strong, Unified Voice to Oracle Established Infrastructure to Assist with Geo/SIG Operations Global Users. Global Solutions.

Membership benefits As an OAUG member, your organization will gain: v v v Full

Membership benefits As an OAUG member, your organization will gain: v v v Full Web site access Collaborative opportunities, advocacy and influence with Oracle Voting on Fusion and Enhancements submissions Exclusive Oracle and partner content White paper database (over 1, 600 papers/best practices repository) Pricing, Support, Quality and Usability Councils Educational and training events Visibility within the Oracle Applications community Education and tools to help support your organization Special conference, sponsorship and event discounts Access to the growing family of Oracle Applications users Global knowledgebase of solutions, offering unique networking opportunities within a global user community, creating meaningful connections with other users and Oracle Corporation Global Users. Global Solutions.

OAUG/Oracle Strategic Collaborations v v v Pricing Council Fusion Council v Surveys and scripts

OAUG/Oracle Strategic Collaborations v v v Pricing Council Fusion Council v Surveys and scripts for Fusion Enhancements Customer Support Council Community Integration “Oracle couldn’t be more thrilled with the collaborative, engaged relationship we have with our user groups. These customer groups are dedicated to providing insightful, thoughtful input to help us define the content and functionality of both near-term and long-term application releases. ” – Jesper Andersen, Sr. Vice President, Application Strategy, Oracle Corporation Global Users. Global Solutions.

Oracle Acquisitions v Newly acquired companies of Oracle have affiliated under an existing umbrella

Oracle Acquisitions v Newly acquired companies of Oracle have affiliated under an existing umbrella user group organization: v To maintain voice to Oracle v To access user group support service v To be part of the global Oracle Applications user community v OAUG has welcomed all new Oracle user group communities v Developed Oracle Community Integration Initiative Global Users. Global Solutions.

Community Integration Initiative OAUG welcomes and assists all new user groups in integrating into

Community Integration Initiative OAUG welcomes and assists all new user groups in integrating into the Oracle community Affiliating with OAUG provides new user groups with: OAUG v Unified voice to Oracle via People. Soft/ JD Edwards G-Log established councils of influence Collaboration among various user groups for Fusion, networking and education v Portal Software Demantra Access to user group support via existing infrastructure v Retek 360 Commerce Profit. Logic Siebel Systems E-Business Suite Global Users. Global Solutions.

Oracle Applications User Group Family v v v E-Business Suite Oracle Retail (Retek, 360

Oracle Applications User Group Family v v v E-Business Suite Oracle Retail (Retek, 360 Commerce, Profit. Logic) Portal Software Demantra G-Log People. Soft User Groups v Siebel Systems: v v v v Accounts Payable Credit & Accounts Receivable CRM Distributors and Manufactures Government Contracting Healthcare Natural Resources and Utilities Technology v Siebel CRM v CG SIG v SCOAUG Siebel Special Interest Group Global Users. Global Solutions.

Strategic Value Proposition and Initiatives v Value Proposition and Transition Taskforce – key initiatives

Strategic Value Proposition and Initiatives v Value Proposition and Transition Taskforce – key initiatives enhancing member value v Best Practices Repository (User and Associates) v e-Training & e-Learning (real time & on demand) v Vendor Product Awareness sessions v Skills Marketplace v Star Partner Program v Media and Analyst Partnerships (proprietary research) v Global Strategic Partnerships and Expansion Global Users. Global Solutions.

OAUG Structure, Community and Benefits ORACLE OAUG Board of Directors and Committees Governance Finance

OAUG Structure, Community and Benefits ORACLE OAUG Board of Directors and Committees Governance Finance EC OAUG Support Structure Geographic User Groups, Special Interest Groups, Fusion Council, Technology, Member Education, Meetings and Conferences, Transition Team OAUG Community Siebel, People. Soft, G-Log, Profit. Logic, Oracle E-Business Suite, Oracle Retail, 360 Commerce, i-flex, Portal Software OAUG Member Benefits Education, Advocacy and Influence, Support, Networking, Enhancements, Fusion Updates, Oracle Communications, Pricing Influence Global Users. Global Solutions.

Siebel User Group Program v Siebel community of users will be integrated into the

Siebel User Group Program v Siebel community of users will be integrated into the existing geographic user groups (Geos) and special interest groups (SIGs) model. v In parallel, Industry and Horizontal groups are being created Global Users. Global Solutions.

SCOAUG Siebel SIG v Affiliated with SCOAUG v SCOAUG represents the South Central Oracle

SCOAUG Siebel SIG v Affiliated with SCOAUG v SCOAUG represents the South Central Oracle Application Users within the following geographical locations - Texas, Arkansas, Louisiana, Oklahoma and parts of New Mexico v Siebel SIG held its inaugural meeting at SCOAUG Fall Conference in Dallas, Sept. 25 th Global Users. Global Solutions.

SCOAUG Siebel Special Interest Group Agenda 8: 15 a. m. – 9: 00 Overview

SCOAUG Siebel Special Interest Group Agenda 8: 15 a. m. – 9: 00 Overview and Customer Introductions SIG Charter and Review of Discussion Topics Rich Woll, Chair, SCOUG Siebel SIG Executive Vice President, e. Verge Group Gail Peterson, Executive Director, OAUG 9: 15 a. m. – 9: 30 a. m. CRM For Everyone – Applications Unlimited Rajesh Khosla, Area Manager, Technical Account Management, Oracle Corporation 9: 30 a. m. – 10: 00 a. m. Siebel 8 Overview Tom Mc. Kie, Senior Technical Account Manager, Oracle Corporation Global Users. Global Solutions.

SCOAUG Siebel Special Interest Group Agenda 10: 15 a. m. – 10: 30 a.

SCOAUG Siebel Special Interest Group Agenda 10: 15 a. m. – 10: 30 a. m. Upgrade and Migration: Ask the Experts Moderated by Keith Reznicek, Principal TAM, Oracle Corporation Santiago Arevalo, Upgrade Solutions Architect, Oracle Corporation John Lin, Architecture Specialist, Oracle Corporation Plinio Monteiro, Senior Manager, Expert Services, Oracle Corporation • • • Rationale for Siebel upgrade Siebel enhancements Upgrade best practices Global Users. Global Solutions.

Possible Future Topics § Org Structure for sustaining / Org Structure for project §

Possible Future Topics § Org Structure for sustaining / Org Structure for project § § § Supporting multiple projects strategies Roles and Responsibilities Data Quality/Cleansing Help Desk Structure Governance Structure / POMP Monitoring Siebel Application Data Conversion High Availability Documenting Requirements / Lops Archiving Strategies Document Management Strategies Implementation methodology Global Users. Global Solutions.

SCOAUG SIG Web Conference • Web Conference Title: Application Performance Monitoring and Management •

SCOAUG SIG Web Conference • Web Conference Title: Application Performance Monitoring and Management • Web Conference ID: 65616018 • Date and Time: January 18, 2007 at 2: 00 p. m. CST • Duration: 1 hour, 30 minutes • Teleconference Dial-In Number (toll-free US): 1. 888. 967. 2253 • Teleconference Meeting ID: 583995 • Teleconference Passcode: 583995 Global Users. Global Solutions.

Contact Information • Rich Woll, Chair, SCOAUG Siebel SIG Chair Userid: wollr@evergegroup. com •

Contact Information • Rich Woll, Chair, SCOAUG Siebel SIG Chair Userid: wollr@evergegroup. com • Gail Peterson, Executive Director, OAUG Userid: gpeterson@oaug. com • Contact the OAUG Membership department directly for more information +1 404 -760 -8173 membership@oaug. com Website: http: //oaug. org Global Users. Global Solutions.

Oracle Consumer Goods SIG v Provides an interactive, customer-driven forum within the consumer goods

Oracle Consumer Goods SIG v Provides an interactive, customer-driven forum within the consumer goods industry for Oracle’s community of users to engage in discussions pertinent to Oracle, Demantra and Siebel deployments v Facilitate the exchange of ideas across account management applications & processes for: v v v v Trade Promotion Management & Optimization Category Management Retail Execution Customer Volume Planning Demand Planning and Forecasting Marketing ROI Management Customer & Contact Knowledge Management Global Users. Global Solutions.

How Do We Operate? • Minimum quarterly meetings – 3 Face-to-Face • Open. World

How Do We Operate? • Minimum quarterly meetings – 3 Face-to-Face • Open. World • Collaborate • +1 – Virtual • Focused topics and/or guest speakers for web conference • Ad Hoc – Email distribution list – Collaboration through website Global Users. Global Solutions.

Second Meeting: December 8 th, Chicago • Tied into Siebel CG User Group session

Second Meeting: December 8 th, Chicago • Tied into Siebel CG User Group session on Dec 7 th • Draft High Level Agenda – Discuss CG SIG operations – Review results of topic interest surveys – Review consolidated customer enhancement list with Oracle PM – Layout plan for upcoming meetings Global Users. Global Solutions.

Possible Future Topics • Demantra Integration • Account Profiling • Account Plan Creation Global

Possible Future Topics • Demantra Integration • Account Profiling • Account Plan Creation Global Users. Global Solutions.

Next Steps • Join the Consumer Goods Special Interest Group • Provide input on

Next Steps • Join the Consumer Goods Special Interest Group • Provide input on future topics of interest Global Users. Global Solutions.

Contact Information CG SIG Website: http: //cgsig. oaug. org OAUG Website: http: //oaug. org

Contact Information CG SIG Website: http: //cgsig. oaug. org OAUG Website: http: //oaug. org • Rich Mayers, Chair, Consumer Goods SIG email: richard. mayers@effem. com • Angélique Moon, Co-Chair, Consumer Goods SIG email: angelique. moon@perficient. com • Gail Peterson, Executive Director, OAUG email: gpeterson@oaug. com • OAUG Membership department Phone: +1 404 -760 -8173 email: membership@oaug. com Global Users. Global Solutions.

Siebel CRM SIG Objectives v Establish a network of contacts and experts outside &

Siebel CRM SIG Objectives v Establish a network of contacts and experts outside & within Oracle v Create a forum for sharing Best Practices & Lessons Learned v Facilitate the exchange of ideas across platforms with participation in OAUG CRM Fusion Council Global Users. Global Solutions.

Objectives (continued) v Provide input into product development v Influence Oracle’s focus on future

Objectives (continued) v Provide input into product development v Influence Oracle’s focus on future strategic trends in CRM v Align business requirements & issues to present Oracle with geographical & industry desires for future releases Global Users. Global Solutions.

Contact Information OAUG Website: http: //oaug. org v Chris Rapp, Co-Chair, Siebel CRM SIG

Contact Information OAUG Website: http: //oaug. org v Chris Rapp, Co-Chair, Siebel CRM SIG email: chris. rapp@apexit. com v Gail Peterson, Executive Director, OAUG email: gpeterson@oaug. com v OAUG Membership department Phone: +1 404 -760 -8173 email: membership@oaug. com Global Users. Global Solutions.

Siebel Star Partner Program v Provides OAUG Associate members with active, integrated participation in

Siebel Star Partner Program v Provides OAUG Associate members with active, integrated participation in OAUG community v Program combines membership, advertising and conference benefits v Six Levels of participation v Contact information: v Rodney Johnson, Director, Global Alliances & Partner Programs v Email: rjohnson@oaug. com Global Users. Global Solutions.

Call to Action v JOIN A SIEBEL USER GROUP OR VOLUNTEER TO CREATE ONE

Call to Action v JOIN A SIEBEL USER GROUP OR VOLUNTEER TO CREATE ONE v Check for current company membership status with the OAUG v If company is currently a member v Create an employee profile ü If not, JOIN the OAUG Participate in OAUG leadership councils Provide white papers for knowledge repository and portals Provide content for OAUG publications and e. Learning sessions Participate in COLLABORATE 07 conference v Presentation submissions Take advantage of training and community sessions v v v Global Users. Global Solutions.

Upcoming Events v v Global conferences: Japan, India, Latin America, Australia Geo and SIG

Upcoming Events v v Global conferences: Japan, India, Latin America, Australia Geo and SIG meetings EMEA Road Show OAUG e. Learning v v Road to Las Vegas v v Every Tuesday and Thursday Partner collaboration in six cities across the country COLLABORATE 07, April 15 -19, 2007, Las Vegas, Nevada Global Users. Global Solutions.

OAUG Contacts Website: http: //oaug. org Steven R. Hughes Executive Director shughes@oaug. com +1

OAUG Contacts Website: http: //oaug. org Steven R. Hughes Executive Director shughes@oaug. com +1 404 -760 -4244 Lynne Weil Geo/SIG Manager lweil@oaug. com +1 404 -760 -4228 Erin Kirshtein Member Services membership@oaug. com +1 404 -760 -8173 Rodney Johnson Partner Programs rjohnson@oaug. com +1 404 -760 -2610 Gail Peterson Siebel Integration gpeterson@oaug. com +1 404 -923 -8102 James Hobbs Global Events jhobbs@oaug. com +1 404 -760 -2811 Robin E. Dahlen Advertising, Publications, Web rdahlen@oaug. com +1 404 -760 -4248 Global Users. Global Solutions.

Q&A Thank You! Global Users. Global Solutions.

Q&A Thank You! Global Users. Global Solutions.