Oracle Trade Management Power Integrations Implementation Approach Clark
- Slides: 15
Oracle Trade Management Power Integrations' Implementation Approach Clark Stockard – Power Integrations Joanne Nettleblad – OAC Services, Inc Jill Vickers – OAC Services, Inc
Agenda ● Background ● Business Drivers ● Original State ● Current State ● Road Map ● Lessons Learned ●Q&A 2
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 3
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 4
Original State 5
Current State 6
Road Map - Planned Cost Accounting (Basic) HR (Replace HRV) Self Service HR FIN 1 AR OM 1 XML Publisher FIN 2 ICM OM 2 PO Trade Management (POS - Inside Sales) Pivotal Integration Trade Management ( Finance) Partner Management Quoting Incentive Comp Support & Functional Enhancements Phase 1 7 Phase 2 Phase 3
Road Map - Completed ● 11 i Technical Upgrade (1 A) – Upgraded as-is ● Enhancements (1 B) – HR Vantage Replacement – XML Publisher – ICM – OM & PO Enhancements ● Self Service Human Resources (2) – Manager and Employee SSHR – Absence Tracking – Payroll Feeds – Alerts & Reports 8
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 9
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 10
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 11
Lessons Learned ● Design Challenges – Multi-Org § Quoting § Trade Management § Incentive Comp – Resource Setup § Resource Types § External Resources § Effective Dates 12
Lessons Learned ● Design Challenges continued – Territory Manager versus Sales Credit Allocation – Receivables Setup – Parties, Customers, End Customers – System of Record 13
Q&A 14
Contacts Clark Stockard clark. stockard@powerint. com Jill Vickers jill. vickers@oacsi. com Joanne Nettleblad joanne. nettleblad@oacsi. com 15
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