Trading Community Architecture Often Misunderstood and Under Utilized

Are you an OAUG Member? Member Benefits include: n Advocacy opportunities to influence Oracle

Introductions / Experiences § 30 years of Supply Chain and Manufacturing Experience in §

Objectives Understand the fundamentals of TCA n Discuss TCA Model n Review Components u

What is TCA ? u u u TCA = Trading Community Architecture Oracle’s central

TCA Data Model n TCA is a Best of Breed Customer Relationship Model u

Oracle CRM e-business Suite Analytical Applications Customer Intelligence Marketing Business Applications i. Marketing MES

TCA Components n Contacts n Locations n Party Layer u Sites u Relationships n

AR Model vs. TCA Model n n n See customer as an account Defined

Old A/R Model Customer Address Contacts Bill-to Site Address Ship-to Site Contacts Issue-to Site

Data Model Trading Community Architecture n Main objectives of the Oracle Customer Model u

From Customers and Suppliers. . . Customer Supplier Your Business Customer Supplier © 2005

… to a Trading Community Member Employee Tom Retail Trymer Headquarters Member Pebble Beach

TCA Structure Parties (Organization People Groups Relationships) Party Relationship (Relationship types) Contacts (Contact Role)

TCA Best Practice Address Party Contacts Contract Division of Bill-To Ship-To Issue-To Site Logistics

Party Layer - Components n n n Party: An entity that can enter into

Party - Concept The unique set of truths about a person, organization, group or

TCA Customer Model 19 © 2005 Solution Beacon, LLC. All Rights Reserved.

Location - Concept Geographic location including Spatial content Many to Many relationship between party

TCA Customer Model 21 © 2005 Solution Beacon, LLC. All Rights Reserved.

Relationship What is a Relationship? u A relationship is a state of connectedness between

Relationship - Concept Location Contact Point Party Site Party Role Party Person Group Relationship

Relationship Partner Of Vision Corp. Employer Of Employee Of Pat Business World Inc. Division

Relationship Model The relationship model enables you to: u Understand the complex relationships among

TCA Customer Model PARTY SITE 26 © 2005 Solution Beacon, LLC. All Rights Reserved.

Parties Vs. Accounts Parties represent persons or organizations who may, or may not have

Parties Vs. Accounts n n n The Party Layer captures intrinsic truths about a

TCA Customer Model PARTY Bill to Ship to SITE Ship to PARTY SITE 29

Account - Concept The financial roll-up point to track the monetary portion of a

TCA Customer Model PARTY SITE Bill to Ship to Account SITE PARTY Division Of

Account Layer - Components n n Account: The attributes of the implementing organization’s financial

TCA Customer Model PARTY SITE Bill to Ship to Account Site Acct Account Acct

Contact Point - Concept Contact Point - A identifier for an electronic point of

TCA Customer Model PARTY SITE Bill to Ship to Bill to, Ship to Account

Participation - Concept Location Contact Point Party Site Party Role Party Person Group Relationship

TCA Customer Model Party PARTY – Name Bill to SITE Ship to – Taxpayer

TCA Best Practices Model How does the TCA Best Practices Model look in TCA?

TCA Relationships 39 © 2005 Solution Beacon, LLC. All Rights Reserved.

Limitations and Complications Old customer model n Data duplications n Multiple sites n Sites

Benefits of TCA n n n n Single source for customer data across Model

Data Quality Manager Customer Merge n Data Cleansing n Reduces duplicates n 42 ©

Information Sources n Oracle Trading Community Best Practices, Setting Up Customer and Prospect Data,

Questions & Answers Remember: KISS Keep It Simple and Supportablesm Thank You! Paul Cyphers

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Trading Community Architecture Often Misunderstood and Under Utilized Paul Cyphers, Solution Beacon Release 11 i Workshop NORCAL OAUG San Ramon, CA January 24, 2006 www. solutionbeacon. com © 2005 Solution Beacon, LLC. All Rights Reserved.

Are you an OAUG Member? Member Benefits include: n Advocacy opportunities to influence Oracle on product enhancements, usability, new features, Oracle support, pricing and quality. n Knowledge that showcases the latest trends and techniques used by industry leaders through our national and regional events and our publications, such as OAUG Insight magazine. n Communication with other OAUG members worldwide through participation in OAUG committees, leadership positions, interaction with Oracle Corporation's user initiatives, frequent member surveys, and Oracle management briefings. n Education through the hundreds of career-enhancing presentations in our conference paper database archive, as well as discounts to conferences and Oracle education. n Networking with Oracle customers, industry experts, thirdparty software firms, and other Oracle Applications specialists through our Member Database and Online Vendor Directory. 2 © 2005 Solution Beacon, LLC. All Rights Reserved.

Introductions / Experiences § 30 years of Supply Chain and Manufacturing Experience in § § § numerous industries, APICS Certified 20+ yrs experience in IT, including ERP implementation and development Work on numerous systems varying in size 5+ yrs experience methodology development (Oracle Applications, SAP, People. Soft, JD Edwards, Siebel) Presenter of Training/Presentations multiple clients, conferences Solution Beacon is a leading provider of expert-level resources to Government Agencies and Fortune 1000 companies specializing in the Oracle Applications marketplace, providing leading expertise in the following areas: t Release 11 i Upgrades/Implementations t Oracle Apps Database Administration t Oracle Systems Architecture t Oracle Performance Tuning t Oracle Workflow 3 © 2005 Solution Beacon, LLC. All Rights Reserved.

Audience Profile n n n Technical u DB Version u Application Version Functional u Current Application u Product Suites TCA use u Customers u Projects u CRM Apps 4 © 2005 Solution Beacon, LLC. All Rights Reserved.

Objectives Understand the fundamentals of TCA n Discuss TCA Model n Review Components u Parties u Party Relationships u Customers u Locations u Contacts n 5 © 2005 Solution Beacon, LLC. All Rights Reserved.

What is TCA ? u u u TCA = Trading Community Architecture Oracle’s central customer data repository underlying all Oracle applications TCA is an Architecture and a Model…Not a module Oracle E-Business Suite Application Families* Sales Service Marketing Financials HR TCA Enabling Infrastructure Common Party UI, DQM, D&B Integration, APIs TCA Data Model HZ Schema 6 © 2005 Solution Beacon, LLC. All Rights Reserved.

TCA Data Model n TCA is a Best of Breed Customer Relationship Model u It provides the functionality to create and maintain complex, multi-tier, multi-org, matrix relationships which mirror real-world examples 7 © 2005 Solution Beacon, LLC. All Rights Reserved.

Oracle CRM e-business Suite Analytical Applications Customer Intelligence Marketing Business Applications i. Marketing MES Sales Intelligence i. Store i. Payment Sales Online Tele. Sales Field Sales Comp Call center Intelligence i. Support Field Service Depot Contracts Scheduler Repair Customer Support Mobile Field Service Spares Service Collections Mgt Contracts Partner (PRM) Universal Work Queue Resources Territories Assignment Engine Tasks Notes Calendar 1 -on-1 Fulfillment MES Interaction History Interaction Blending Order Capture Email Center Web Mobile CRM Foundation Interaction Channels Call Center Telephony Manager Scripting Predictive Dialer E-Business Foundation Common Application Architecture & Schema E-Business Platform e. Business Platform 01/15/101 4 © 2005 Solution Beacon, LLC. All Rights Reserved.

AR Model vs. TCA Model n n n See customer as an account Defined by location type (Bill -To) Few Supported relationships Parent Account /Sub Account Manager/Subordinate Organization/Contact Models Intra-Company Relationships Only No Customer Defined Relationships n n n Revolves around the party model and the relationships associated with it Seeded Relationships Include: Parent of/Subsidiary of Headquarters of/Division of Global Ultimate of /Global Subsidiary of Domestic Ultimate of /Domestic Subsidiary of Client of/Contractor to Supplier to/Distributor for Seller to/Customer of Reports to/Manager of Parent of/Child of Employer of/Employee of Partner of Competitor of Spouse of Models Inter- and Intra- Company Relationships Models Non-Business Relationships Supports User Defined Relationships 10 © 2005 Solution Beacon, LLC. All Rights Reserved.

Data Model Trading Community Architecture n Main objectives of the Oracle Customer Model u Separate the party entering into the customer relationship from the information about the customer relationship u Support the business-to-consumer market u Provide shared locations for customers u Record complex customer relationships such as hierarchies u Utilize the latest features of to provide high performance, availability, and maintainability 12 © 2005 Solution Beacon, LLC. All Rights Reserved.

… to a Trading Community Member Employee Tom Retail Trymer Headquarters Member Pebble Beach Golf Customer Mjs Competitor Rentech Consumers Customer and Supplier Member Customer Legal Support Johnson & Johnson Your Business $ Subsidiary Employee Customer Household Member Buying Group Appelman Spouse Legal. Support Supplier Supplies Inc. Peter Supplier Aston 3 Com Staples © 2005 Solution Beacon, LLC. All Rights Reserved. Son David Kathy

TCA Structure Parties (Organization People Groups Relationships) Party Relationship (Relationship types) Contacts (Contact Role) Customer Accounts Contact Points (Comm. Channels) Customer Account Sites © 2005 Solution Beacon, LLC. All Rights Reserved. Locations Party Sites

Party Layer - Components n n n Party: An entity that can enter into a business relationship u Person (Jim Smith) u Organization (Business World) Party Relationship: A relationship between two parties u Jim Smith “Contact Of” Business World u Business World Handhelds “Division Of” Business World HQ Location: Essentially an address Party Site: The connection between a location and a party that indicates that a particular location is valid for that party Party Site Use: Use of a Party Site (e. g. billing, shipping, training) 17 © 2005 Solution Beacon, LLC. All Rights Reserved.

Party - Concept The unique set of truths about a person, organization, group or relationship. An entity that can enter into a business relationship. Person - A unique individual (dead or alive) of interest to the owner of the software Organization - A legal entity recognized by some government authority Group - a combination of two or more people, organizations or groups of created for the use of the owner of the software Relationship - links two Parties, regardless of type Once a Party Relationship is formed, it may become a Party in its own right. A Party can belong to any number of relationships. © 2005 Solution Beacon, LLC. All Rights Reserved.

Location - Concept Geographic location including Spatial content Many to Many relationship between party and location Location - A physical place, usually with an address. Any number of location types. (e. g. , bill-to, ship-to, mail-to). Allows for restricted use of a location (begin / end date). Party Site Links a Party with a Location and describes the usage of that Location (e. g. , mailing address, billing address, home address, etc. ). Parties may be associated to one or more Locations and any one location may have one or more uses. © 2005 Solution Beacon, LLC. All Rights Reserved.

Relationship What is a Relationship? u A relationship is a state of connectedness between two parties u Each relationship consists of two entities; a subject and an object Headquarters of Employee of Employer of Pat Stock Subsidiary of Vision Corp. Vision Manufacturing 22 © 2005 Solution Beacon, LLC. All Rights Reserved.

Relationship - Concept Location Contact Point Party Site Party Role Party Person Group Relationship Organization Party Relationship v Participation - Competitor - Partner Party Account Role Relationship - Associates any two parties. v Territory Participates How Account Product Organization Has a Role - Specifies the nature of the relationship between parties (e. g. , member of, contact at, married to). Indicates the nature of the relationship - hierarchy or matrix. Indicates the direction of the relationship - superior subordinate. Can become a party - a contact becomes a party in itself. © 2005 Solution Beacon, LLC. All Rights Reserved.

Relationship Model The relationship model enables you to: u Understand the complex relationships among members of your trading community u Use this information to make better business decisions Contact Spouse Contact Employee Supplier Partner 25 © 2005 Solution Beacon, LLC. All Rights Reserved.

Parties Vs. Accounts Parties represent persons or organizations who may, or may not have purchased from the implementing organization n Accounts should be created once a party makes a purchase or establishes a financial agreement n The combination of a party and its account(s) is considered a customer n 27 © 2005 Solution Beacon, LLC. All Rights Reserved.

Parties Vs. Accounts n n n The Party Layer captures intrinsic truths about a person or organization The Account Layer captures the details describing the Party’s financial relationship with the implementing organization The Account Layer cannot exist without the Party Layer 28 © 2005 Solution Beacon, LLC. All Rights Reserved.

Account - Concept The financial roll-up point to track the monetary portion of a customer’s purchases and payments. Stores details about a customer relationship between a Party and your business. A Party may have one or more Customer Accounts. Account Role The relationship that a Party has in regard to controlling or using an account. Customer Account Sites A Customer Account Site is a Party Site that is used within the context of a Customer Account (e. g. , for billing or shipping purposes). Customer Account Contacts A Customer Account Contact is a Party Contact that is used in the context of a Customer Account. © 2005 Solution Beacon, LLC. All Rights Reserved.

Account Layer - Components n n Account: The attributes of the implementing organization’s financial relationship with a party, Cannot exist without a Party Account Site: A Party Site that is used within the context of an Account Site Use: Use of an Account Site (e. g. billing, shipping) Account Relationships: Established between accounts to allow sharing of billing, shipping, and pricing information u One way or bi-directional u 1: 1 Relationships – not used for multiple levels of a hierarchy 32 © 2005 Solution Beacon, LLC. All Rights Reserved.

Contact Point - Concept Contact Point - A identifier for an electronic point of contact (e. g. , telephone, email, URL, fax, cell phone etc. ) This can be applied to: • A Party (person, organization, group or relationship) • A Site or Location • A Party at a Site or Location • An entity may have one or more Contact Points. © 2005 Solution Beacon, LLC. All Rights Reserved.

TCA Customer Model PARTY SITE Bill to Ship to Bill to, Ship to Account Site Acct Bill to, Ship to Account Acct Ship to Account SITE PARTY Division Of Bill to, Ship to 35 © 2005 Solution Beacon, LLC. All Rights Reserved.

Participation - Concept Location Contact Point Party Site Party Role Party Person Group Relationship Organization Party Relationship v Participation - Competitor - Partner Party Account Role v Territory Participates How Account Product Organization Participation - expands the description of role to allow for a description within which of the many roles a party could participate. • Is always in the context of a relationship • Can be known to participate in multiple ways - e. g. , partner, associate, competitor. • Can be described in relation to a product & / or territory © 2005 Solution Beacon, LLC. All Rights Reserved.

TCA Customer Model Party PARTY – Name Bill to SITE Ship to – Taxpayer ID or SSN – DUNS PARTY Ship to Site Acct Account Site Ship to Acct PARTY SITE Bill to Account SITE Division Of – Yr Est. Account – Pay Terms – Billing Bill to, Ship to 37 © 2005 Solution Beacon, LLC. All Rights Reserved. – Shipping

Limitations and Complications Old customer model n Data duplications n Multiple sites n Sites vs. Locations n Parties vs. Contacts n Multiple parties n Complex party relationships n 40 © 2005 Solution Beacon, LLC. All Rights Reserved.

Benefits of TCA n n n n Single source for customer data across Model all kinds of relationships and mixed models Relationships: any type, any number, matrix, hierarchical and non-hierarchical Process all business entities the same way: Organizations, People, Groups, Relationships Multiple business relationships for each Party Each data is defined only once – Avoid multiple updates Support current and historical relationships Support complex, multi-tiered, multi-org relationships that are found in the real world 41 © 2005 Solution Beacon, LLC. All Rights Reserved.

Information Sources n Oracle Trading Community Best Practices, Setting Up Customer and Prospect Data, An Oracle White Paper, July 18, 2001 n Oracle CRM Data Model Oracle CRM Development 43 © 2005 Solution Beacon, LLC. All Rights Reserved.

Questions & Answers Remember: KISS Keep It Simple and Supportablesm Thank You! Paul Cyphers pcyphers@solutionbeacon. com www. solutionbeacon. com Real Solutions for the Real World. â 44 © 2005 Solution Beacon, LLC. All Rights Reserved.