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Oracle Business Flows

January 2003
Applications Demonstration Services
and E-Business Strategy Group
Last Updated: 01/24/03

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios


Plan

Source

Supply Chain
Management
(Discrete)

Make

Market

Marketing
and
Sales

Enterprise
Asset
Management

Supply Chain
Management
(Process)

Sell

Support

Service
and
Contracts

Procurement

Back Office
Human
Resource
Management

Financial
Management

Project
Management

Supply Chain

Oracle Business Models: Demo Scenarios

CR
M

Back Office

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Supply Chain Management (Discrete)

Demand to Build
Discrete

Manufacturing Execution

Forecast to Plan
With Inventory Optimization

Forecast to Plan with


Manufacturing Schedule

Design to Release

Forecast to Plan
Generic

Operations to Period Close

Concept to Release Design

Concept to Release Proposal

Flow Scenario
Under Review

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

High Level Demo Scenarios: Supply Chain Management (Process)

Product Development
and Maintenance

Requisition to Pay

Product Planning

Production Execution

Operations to Period Close

Demand to Build

Flow Scenario
Under Review

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Procurement

Procure to Pay Main

Analyze to Agreement

Requisition to Pay
Indirect

Requisition to Pay
Direct

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Enterprise Asset Management

Requirement to Asset

Subcontract to Pay

Asset to Maintenance Plan

Maintain to Improvement

Maintenance Plan
to Schedule

Schedule to Maintain

Problem to Prevention

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

High Level Demo Flow Scenarios: Marketing and Sales

Insight to Campaign Plan

Execute Campaign to Event

Execute Campaign
to Telesales

Execute Campaign to Web

Execute Campaign to Email

Opportunity to Order
Contract

Lead to Opportunity

Click to Order Contract

Opportunity to Forecast to
Management Rollup

Incentive to Payment

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

High Level Demo Scenarios: Service and Contracts

Inbound Call to
Depot Repair Exchange

Shopping Cart to Contract

Contract to Renewal

Dispatch to Resolution

Service Request
to Entitlement

Service Entitlement to
Resolution

Click to Resolution

Author to Sign Sales Contract

Author to Sign Service


Contract

Call to Resolution

Change or Terminate
Contract

Inbound Call
to Depot Repair

Usage to Cash

Oracle Business Models: Demo Scenarios

Expiring Contract
to Renewal

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Human Resource Management

Assign to Schedule

Recruit to Hire

Compensate to Compete

Strategy to Change

Hire to Retire

Administer to Pay

Train to Retain

Learn to Develop

Flow Scenario
Under Review

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Project Management


Opportunity to
Project Management

Analysis to Project Closure

Budget to Bill

Budget to Assets

Plan to
Project Delivery

Project Execution to Billing:


Time and Expense

Project to Staffing

Staff to
Project Delivery

Project Management

Proposal to Project Contract

Execution to
Billing: Billing

Project Budget to Cost


Management

Project Execution to
Invoice/Asset

Managing Expenditure
and Check Status

Plan to Project Budget

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

10

High Level Demo Scenarios: Financial Management

Order to Cash

Budgets to Approval

Assets to Disposal

Monthly Reporting / Accounting


Transactions to Financial Reports

Treasury and Cash Management

Property Creation
to Lease Allocation

Flow Scenario
Under Review

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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11

Opportunity to Order/Contract
Assign Opportunity

Work Opportunity

SL7170
SL7170

SL7192
SL7192

Assign
Assign
Opportunity
Opportunity

SL
SL 7172
7172

Contact
Contact
Lead
Lead
Capture Lead
information as a result
of Sales initiatives.

Assign an
opportunity to one of
the potential actor
and/or channel.

The process of
converting an
opportunity to a quote
and to enter a Quote

SL7028
SL7028

Product Availability

SL7147
SL7147

Manage
Manage
Quote
Quote

Configure
Configure
Solution
Solution

The process of managing the


development of a quote:
Confirm Customer
Requirements, Configure,
Check Availability, Price and
Discount, Obtain Approvals,
Present to Customer, Revise
Quote.

Cross-sell and Up-sell


Perform
Perform
CrossSell
CrossSell
UpSell
UpSell

The process of
contacting, updating all the
opportunity information
collected after this Sales
contact

SL7027
SL7027

Convert
Convert
Opportunity
Opportunity
To
To Quote
Quote

Develop
Develop
Marketing
Marketing
Collateral
Collateral

Configure Items

Convert Opportunity to Quote


SL7025
SL7025

MK0731
MK0731

Manage
Manage
Opportunity
Opportunity

PF2036
PF2036

Check
Check
ATP
ATP

Calculate Available to
Promise (ATP) for the
customer order.

Fulfillment Options
SL0783
SL0783

SL7030
SL7030

Present
Present and
and
Negotiate
Negotiate
Quote
Quote

Determine
Determine
Order
Order
Details
Details

Flow
Value
Statement
Demo Scripts

Place Order
SL0788
SL0788

Convert
Convert
Quote
Quote
to
to Order
Order

Visio
VisionCorporation
Corporation
Sales Representative

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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12

Opportunity to Order/Contract

Business Flow Value Statement

What does it cover?

Who is affected?

Automatic Assignment
Execute Sales Plan
Propose Offering
Forecast Management

Sales Teams
Sales Management
Customer

Modules Licensed

Where is the ROI?

Sales Online
Telesales
Configurator
iStore
Quoting

Increased Revenue
Better Qualification
Reduce Costs
Higher Customer Satisfaction
More Efficient Sales Cycles
Improved Employee Satisfaction

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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13
13

Opportunity to Order/Contract

Demo Script

Which demo scripts map to this flow?


1.

Opportunity to Quote to Order

2.

Quote to Contract to Order

Script Combinations
Key Data
See help bubbles against above links when
running powerpoint in slide show mode

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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14
14

Click to Order/Contract
B2B or B2C Customer Login
CM7075
CM7075

Add Items to Cart


CM7077
CM7077

Initiate
Initiate
Purchase
Purchase

Create
Create
Cart
Cart
Customer Enters
Orders in webstore,
including selection of
products, quantities,
and shipping
information.

Customer enters
web store to
browse for and/or
purchase products
or services.

Confirm Order/Authorize Payment


CM7184
CM7184

Verify
Verify
Credit
Credit
Risk
Risk

Verify the risk of


processing the
transaction (using
industry metrics &
data compared to the
customers credit
history)

CM7183
CM7183

Authorize
Authorize
Credit
Credit Card
Card
Payment
Payment
Process the card to
reserve the required
amount of cash for the
payment.

Submit Order
SL7148
SL7148

Initiate
Initiate
Checkout
Checkout

The process of the


customer initiating
checkout, entering
password, financial
information and
shipping information

CM7078
CM7078

Place
Place
Web
Web
Order
Order

Customer places
order through web
store application.

View Order
CM7086
CM7086

View
View Order
Order
Status
Status and
and
Details
Details
Customer logs in to
view the order status
and details of
products/order

Business World
Customer

Vision Corporation
Web Shop Manager
Email Agent

Flow
Value
Statement
Demo Scripts

Finance

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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15

Click to Order/Contract

Business Flow Value Statement

What does it cover?

Who is affected?

B:C and B:B Customers


Product Selection and Checkout
Content maintenance
Multi-currency Order Capture & Payment
Target Customers with Speciality Stores
Shopping Cart and Orders integrated with
TeleSales and Order Management
B2B speciality store self administration

TeleSales
Sales Mgt.

Modules Licensed

iStore
Quoting
Configurator

Where is the ROI?

Low Cost Sales Channel


24 x 7 availability
Global reach and currency
High Performance, Scalable, Reliable site
Pre-Built Order Mgt/Financials Integration

Oracle Business Models: Demo Scenarios

Costs/Time/Effort

Copyright Oracle Corporation, 2002. All rights reserved.

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16
16

Click to Order/Contract

Demo Script

Which demo scripts map to this flow?


1.

Web Order to Authorization

2.

Web Store Inquiry to Web Callback

3.

Click to Negotiate to Order

Script Combinations

Key Data

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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17
17

Incentive to Payment
Analyze Data
SL7194
SL7194

Analyze
Analyze
Sales
Sales Force
Force
Performance
Performance

Create Compensation Plan


SL7196
SL7196

SL7195
SL7195

Set
Set
Sales
Sales
Quotas
Quotas

Create
Create
Compensation
Compensation
Plan
Plan

SL7198
SL7198

Accept
Accept
Quotas
Quotas

Activate Plan

SL7200
SL7200

SL7201
SL7201

Accept
Accept
Compensation
Compensation
Plan
Plan

Activate
Activate
Accepted
Accepted
Plan
Plan

Manage
Manage Total
Total
Compensation
Compensation
Plan
Plan

This process of
assigning the
approved Quota to the
Sales force

This process of
determining and
revising the total
compensation plan

Determine Compensation
SL7202
SL7202

Validate
Validate
Compensation
Compensation
Payout
Payout
This process of
validating the actual
compensation payout
to the Sales force

Via Sales Online


(if implemented)

SL7199
SL7199

Assign
Assign
Quota(s)
Quota(s) to
to
Sales
Sales Force
Force

This process of
validating the
Compensation plan and
the Sales Quota(s)

Sales & non sales


objectives
Individual & group

Revise Compensation Plan

Assign Quotas
SL7197
SL7197

SL0789
SL0789

Calculate
Calculate
Commission
Commission

The process of calculating


sales person commission
based on plan and order
information. Then the
payment of the commission
is processed.

Process Compensation
HR1319
HR1319

Flow
Value
Statement
Demo Scripts

HR3234
HR3234

HR1242
HR1242

Perform
Perform
Payroll
Payroll
Calculation
Calculation

Verify
Verify and
and
Reconcile
Reconcile
Payroll
Payroll

Manage
Manage
Payment
Payment
Distribution
Distribution

The Gross to Net


payroll calculation is
successfully
processed.
Earning, Deductions,
Taxes, and Employer
liabilities are created.

Payroll Specialist
reviews and validates
payroll output to
register totals.
Hours, earnings,
deductions taken and
taxes withheld are
verified.

Checks and Deposit


Advices are
generated, printed and
distributed.
ACH files are created
and sent to applicable
banks for posting to
accounts.

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Vision Corporation
Sales Manager
VP of Sales
Sales Representative
Payroll Admin

Return

18

Incentive to Payment

Business Flow Value Statement

What does it cover?

Who is affected?

Creating and Compensation Plans


Applying Plans to Group of Employees
Getting Plans Approved
Paying to Plans
Includes Non-financial Plans
Simple and Complex Calculations
Export to Payroll file (if non Oracle)

Sales Teams
Sales Mgt.
Benefits and Payroll Admin
Teams

Modules Licensed

Incentive Compensation
Sales Online (optional)
Telesales (optional)
Payroll (optional)

Where is the ROI?

Reduced admin costs


Motivated Employees
Influence behaviour
More accurate plans
Field sales teams not wasting time
checking payments and plans
Flexibility to change when needed
Oracle Business Models: Demo Scenarios

Costs/Time/Effort

Copyright Oracle Corporation, 2002. All rights reserved.

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19

Incentive to Payment

Demo Script

Which demo scripts map to this flow?


1.

Order to Compensation

2.

Order to Invoice to Compensation

Script Combinations
Key Data
See help bubbles against above links when running
powerpoint in slide show mode

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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20

Contract to Renewal
Create New Contract
SL7031
SL7031

Contract Billing
SL7166
SL7166

Enter
Enter
Service
Service
Contract
Contract

Review
Review
Contract
Contract for
for
QA
QA Compliance
Compliance
QA will check if all
contract elements are in
line with company rules

New service contract


can be created form
template, copied from
an existing contract or
entered manually.
Contract can have
service and usage
lines

CS7047
CS7047

SL0793
SL0793

Workflow process will


inform the contract
manager of new and
changed contracts

CM7065
CM7065

New Service Request


generated

CS7042
CS7042

Verify
Verify
Entitlement
Entitlement
Automatic Entitlement

Analyze Contracts
CS7167
CS7167

Analyze
Analyze
Renewal
Renewal
Performance
Performance

Flow
Value
Statement
Demo Scripts

OF1049
OF1049

Maintain
Maintain
Invoices
Invoices

The accountant submits


the new contract for
billing and request
invoicing.

Service Charges

Contract Entitlement
Create
Create
Service
Service
Request
Request

Create
Create
Charge
Charge
Order
Order

Approve
Approve
Contract
Contract

Analyze Contract
Revenue
Analyze Renewal Rates

CS7044
CS7044

CS7047
CS7047

Resolve
Resolve
Service
Service
Request
Request

Create
Create
Charge
Charge
Order
Order

Resolve Problem

Charge for NonCovered items/Labor

OF5882
OF5882

Present
Present
Customer
Customer
Invoices
Invoices
Process Invoices

Renew / Change / Terminate


CM7096
CM7096

Renew
Renew
Customer
Customer
Contract
Contract

SL7033
SL7033

Terminate
Terminate
Contract
Contract

Create Opportunities
Include in Pipeline
Create Termination
Settlement
Process Termination Actions

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Vision Corporation
Contract Agent
Contract Manager
Service Agent
Field Engineer
Accountant

Return

21

Contract to Renewal

Business Flow Value Statement

What does it cover?

Who is affected?

Create Contract
Approve Contract
Activate Contract
Contracts Entitlement
Contract Delivery
Contract Billing
Contract Analysis
Contract Renewal
Contract Termination

Contract Manager
Administration
Service Manager
Sales Manager

Modules Licensed

Sales Contracts
Service Contracts
Accounts Receivables
Service Intelligence

Where is the ROI?

Improved Billing Accuracy


Reduced Contract Leakage
Faster Time to Activation
Reduction of Pricing Errors
Reduced Headcount
Easier Auditing
Quicker Time to Market
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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22

Contract to Renewal

Demo Script

Which demo scripts map to this flow?


Renew and consolidate Service Contract

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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23

Usage to Cash
Create Usage
Contract

Define Usage and Usage Pricing

SL7031
SL7031

CS0076
CS0076

Enter
Enter
Service
Service
Contract
Contract

Obtain Approval
CS0078
CS0078

CS0077
CS0077

Define
Define
Usage
Usage
Type
Type

Define
Define
Usage
Usage
Pricing
Pricing

Select
Select
Counter
Counter

CS7061
CS7061

Approve
Approve
Contract
Contract
Renewals
Renewals

SL0793
SL0793

Approve
Approve
Contract
Contract

Apply Approval Hierarchy

Set Up Counters and Events


Price Breaks
Service Contract Usage to Cash

Invoice

Perform / Verify Reading

OF5882
OF5882

Present
Present
Customer
Customer
Invoices
Invoices

Bill Settlement

CS0079
CS0079

CS0080
CS0080

Capture
Capture
Counter
Counter
Reading
Reading

Settlement
Settlement
For
For
Usage
Usage

OF1049
OF1049

Maintain
Maintain
Customer
Customer
Invoices
Invoices

Phone/Web

Perform / Verify Reading

Invoice
Vision Corporation

Flow
Value
Statement
Demo Scripts

CS0079
CS0079

CS0080
CS0080

Capture
Capture
Counter
Counter
Reading
Reading

Settlement
Settlement
For
For
Usage
Usage

OF5882
OF5882

Present
Present
Customer
Customer
Invoices
Invoices

Contract Agent
Contract Manager
Accounting Clerk

Verification Rules
Field Service Engineer

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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24

Usage to Cash

Business Flow Value Statement

What does it cover?

Who is affected?

Service Delivery based on


Usage/Volumes
Pricing and Discounting based on
Usage/Volumes
Billing Based on Usage/Volumes
Enables Preventive Maintenance

Sales Teams
Contracts Managers
Admin Teams
Service Organization

Modules Licensed

Service Contracts
Accounts Receivables

Where is the ROI?

Improved Billing Accuracy


Improved Service Delivery
Higher Customer
satisfaction
Higher Contract Revenue
Less Administration

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

25

Usage to Cash

Demo Script

Which demo scripts map to this flow?


Usage to Cash with Bill Settlement

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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26

Call to Resolution
Customer Service Interaction Management
CS7036
CS7036

Receive
Receive
Service
Service
Contact
Contact

CS7042
CS7042

Verify
Verify
Entitlement
Entitlement

CS7037
CS7037

Customer
Information
Management

CS7041
CS7041

Validate
Validate
Customer
Customer
Records
Records

Review
Review
Install
Install
Base
Base

CS7039
CS7039

Enter
Enter
Service
Service
Request
Request

Customer Service
Administration
CS1411
CS1411

SL0769
SL0769

CS7040
CS7040

CS0842
CS0842

Maintain
Maintain
Contract
Contract

CS7044
CS7044

Identify
Identify
Potential
Potential
Solution
Solution

Yes

Identify
Solution?

No

Determine
Determine
Service
Service
Interest
Interest

SL0794
SL0794

Maintain
Maintain
Customer
Customer
Installed
Installed Based
Based

Maintain
Maintain
Customer
Customer
Information
Information

Contract
Management

Customer Service
Fulfillment

CS7047
CS7047

Create
Create
Charge
Charge
Order
Order

Resolve
Resolve
Service
Service
Request
Request

CS0801
CS0801

Escalate
Service
Request

No

Manage
Manage
Service
Service
Request
Request

Ye
s
CS7044
CS7044

CS7043
CS7043

Escalate
Escalate
Service
Service
Request
Request

Resolve
Resolve
Service
Service
Request
Request

OF1079
OF1079

Issue
Issue Return
Return
Material
Material
Authorization
Authorization

Customer Service
Administration
CS7035
CS7035

Maintain
Maintain
Knowledge
Knowledge
Repository
Repository

Flow
Value
Statement
Demo Scripts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Roles
Customer Service Representative
Customer Service Manager

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27

Call to Resolution

Business Flow Value Statement

What does it cover?

Who is affected?

Multi-channel , web and tele-support


process integrated out of the box

Intelligent assignment of call back


request to agent or rep

Track resolution and Escalate problems

Gain customer insight through web


survey online

Check Contracts/Entitlement

Where is the ROI?

Reduce Customer Retention


Reduce Cost
Improve Customer Satisfaction
Increase Service Revenue
Delivery of the Right Service
Increased Agent Efficiency
Higher First Time Fix Rate
Oracle Business Models: Demo Scenarios

Service Manager
Client Manager
Complaints Handling
Contracts Manager
Customer

Modules Licensed

i support
Teleservice
Advanced Inbound
Scripting
Service Contracts

Also Installed, included

Customer Model

Copyright Oracle Corporation, 2002. All rights reserved.

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28

Call to Resolution

Demo Script

Which demo scripts map to this flow?


1.
2.
3.

SR to Resolution Inbound Call To Dispatch


SR to Resolution Inbound Call to Dispatch (Internal Order)
SR to Resolution Inbound Call to Dispatch (Spares Management)

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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29

Click to Resolution Self Service (SS)


Customer Service
Administration
CS7035
CS7035

Maintain
Maintain
Knowledge
Knowledge
Repository
Repository

Service
Request to
Resolution
Dispatch

Service
Request to
Resolution
Depot
Repair

CM7065
CM7065

CM7081
CM7081

Collaborative Support Management


CM7066
CM7066

CM7063
CM7063

Initiate
Initiate
Self-Support
Self-Support

Yes

Search
Search
Knowledge
Knowledge
Repository
Repository

New Issue?
CM7080
CM7080

No

SL0769
SL0769

Maintain
Maintain
Customer
Customer
Information
Information

Participate
Participate
in
in
Forum
Forum
CM7069
CM7069

Escalate
Escalate
Service
Service
Request
Request

Issue
Resolved?

No

Create
Create
Service
Service
Request
Request

Enter
Enter
Repair
Repair
Order
Order

Service
Request to
Resolution

Service
Service
Request
Request
Resolution
Resolution

Yes

CM7082
CM7082

Resolve
Resolve
Issue
Issue

CM7070
CM7070

Roles

Flow
Value
Statement
Demo Scripts

Customer
KM Administrator

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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30

Click to Resolution Self Service (SS)

Value Statement

What does it cover?

Who is affected?

Interactive pre integrated web self service


and agent tele-service process

Intelligent , interactive management of


escalation requests

Customer feedback process though web


surveys

Modules Licenced

Covers IBF , CRM 90 flows

Where is the ROI?

24/7 Self service reduces cost of service


delivery, freeing expensive agent time
Improved customer retention through
superior customer experience
Online survey reduces cost of feedback
collection and improves customer
satisfaction
Reduce Service costs for non critical
SRs
Oracle Business Models: Demo Scenarios

Customer Service
Technical Service
Consumer Complaints
Customer

i support
Teleservice
Scripting
Advanced Inbound
Service Contracts

Also Installed

Customer Model
Baseline GL,AR,HR

Copyright Oracle Corporation, 2002. All rights reserved.

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31

Click to Resolution Self Service (SS)

Demo Script

Which demo scripts map to this flow?


Solution Authoring to Self Service Resolution

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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32

Inbound Call to Depot Repair


Customer Service Interaction Management
CS7036
CS7036

Receive
Receive
Service
Service
Contact
Contact

Depot Repair
Management
CS7053
CS7053

Enter
Enter
Repair
Repair
Order
Order

CS7037
CS7037

CS7041
CS7041

Validate
Validate
Customer
Customer
Records
Records

CS7039
CS7039

Review
Review
Install
Install
Base
Base

Customer Returns
OF1079
OF1079

Enter
Enter
Service
Service
Request
Request

Receiving and
Inspection

Customer Service
Administration

MM1138
MM1138

Issue
Issue Returned
Returned
Material
Material
Authorizations
Authorizations

CS1411
CS1411

Receive
Receive
Material
Material
Customer
Customer

Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base

CS7040
CS7040

CS7042
CS7042

Identify
Identify
Potential
Potential
Solution
Solution

Verify
Verify
Entitlement
Entitlement

Contract
Management
SL0794
SL0794

Maintain
Maintain
Contract
Contract

No

Product
Repairable?
Yes

Customer Service Fulfilment


CS7052
CS7052

Manage
Manage
Repair
Repair
WIP
WIP Jobs
Jobs

CS7047
CS7047

Create
Create
Charge
Charge
Order
Order

Customer Service Administration

Shipping
MM1090
MM1090

MM1149
MM1149

Pick
Pick
Material
Material

Ship
Ship
Material
Material

Accounts Receivable

CS1411
CS1411

Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base

OF1027
OF1027

Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders

CS7056
CS7056

Close
Close
Repair
Repair
Order
Order

Customer Service Interaction Management

Accounts Receivable Clerk

CS7044
CS7044

Flow
Value
Statement
Demo Scripts

Roles

Resolve
Resolve
Service
Service
Request
Request

Technician
Customer Service Representative
Warehouse Clerk

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

33

Inbound Call to Depot Repair

Business Flow Value Statement

What does it cover?

Who is affected?

Process of Service Request

Check of Contract Entitlement

Process of Return

Inspection and Estimates

Repair Process

Modules Licensed

Shipping Process

Invoicing Process

Where is the ROI?

Increased Revenue
Reduced Costs
Improves Repair Process
Shorter Time to Fix
Higher Customer Satisfaction

Oracle Business Models: Demo Scenarios

Customer Service
Technical Service
Contract Manager
Customer
Teleservice
Advanced Inbound
Scripting
Service Contracts

Also Installed, included

Customer Model, WIP,


BOM, INV, OM

Copyright Oracle Corporation, 2002. All rights reserved.

Return

34

Inbound Call to Depot Repair

Demo Script

Which demo scripts map to this flow?


1.
2.

Repair and Return WIP Mode


Repair and Return Task Mode

Key Data

Script Combinations

Org = Vision Operations (USA)


User = EBUSINESS/WELCOME (Forms),
DDIER/WELCOME (JSP)
Responsibility = Depot Repair Super User
Supplier = N/A
Customer = Business World with A/C #1608
Contact = Beaulie, Andre MR

What Instance Can I use?

11i8

Item = AS66629
Warehouse = M1

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

35

Inbound Call to Depot Repair Exchange


Customer Service Interaction Management
CS7036
CS7036

Receive
Receive
Service
Service
Contact
Contact

Depot Repair
Management
CS7053
CS7053

Enter
Enter
Repair
Repair
Order
Order

CS7041
CS7041

CS7037
CS7037

Customer Service
Fulfilment

CS7040
CS7040

Identify
Identify
Potential
Potential
Solution
Solution

Customer Service
Administration

MM1090
MM1090

OF1027
OF1027

Flow
Value
Statement
Demo Scripts

Verify
Verify
Entitlement
Entitlement

Shipping

OF1079
OF1079

Generate
Generate
Customer
Customer Invoices
Invoices
From
From Sales
Sales Orders
Orders

Close
Close
Repair
Repair
Order
Order

CS7042
CS7042

Enter
Enter
Service
Service
Request
Request

Issue
Issue Return
Return
Material
Material
Authorization
Authorization

Accounts Receivable

CS7056
CS7056

CS7039
CS7039

Review
Review
Install
Install
Base
Base

Validate
Validate
Customer
Customer
Records
Records

MM1149
MM1149

Pick
Pick
Material
Material

Ship
Ship
Material
Material

Customer Returns

Receiving and
Inspection

OF1079
OF1079

Issue
Issue
Returned
Returned Material
Material
Authorization
Authorization

MM1138
MM1138

Receive
Receive
Material
Material
Customer
Customer

CS1411
CS1411

Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base

Customer Service
Administration
CS1411
CS1411

Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base

Customer Service
Interaction
Management
CS7044
CS7044

Roles

Resolve
Resolve
Service
Service
Request
Request

Accounts Receivable Clerk


Customer Service Representative
Warehouse Clerk

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

36

Inbound Call to Depot Repair Exchange

Value Statement

What does it cover?

Who is affected?

Process of Service Request

Check of Contract Entitlement

Process of Return

Inspection and Estimates

Repair Process

Modules Licensed

Shipping Process

Invoicing Process

Where is the ROI?

Increased Revenue
Reduced Costs
Improves Repair Process
Shorter Time to Fix
Higher Customer Satisfaction

Oracle Business Models: Demo Scenarios

Customer Service
Technical Service
Contract Manager
Customer
Teleservice
Advanced Inbound
Scripting
Service Contracts

Also Installed, included

Customer Model, WIP,


BOM, INV

Copyright Oracle Corporation, 2002. All rights reserved.

Return

37

Inbound Call to Depot Repair Exchange

Demo Script

Which demo scripts map to this flow?


Service Request to Resolution Advanced Exchange

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return

38

Dispatch to Resolution
Customer Service Interaction Management
CS7036
CS7036

CS7037
CS7037

Receive
Receive
Service
Service
Contact
Contact

CS7041
CS7041

Validate
Validate
Customer
Customer
Records
Records

CS7039
CS7039

Review
Review
Install
Install
Base
Base

CS7042
CS7042

Enter
Enter
Service
Service
Request
Request

CS7040
CS7040

Verify
Verify
Entitlement
Entitlement

Identify
Identify
Potential
Potential
Solution
Solution

Customer Service Fulfilment


CS0801
CS0801

CS0803
CS0803

Manage
Manage
Service
Service
Request
Request

CS7045
CS7045

Manage
Manage
Service
Service
Schedules
Schedules

CS7044
CS7044

Perform
Perform
Field
Field
Visit
Visit

Resolve
Resolve
Service
Service
Request
Request

Spares Management
CS7049
CS7049

CS7047
CS7047

Manage
Manage
Parts
Parts
Inventory
Inventory
CS7048
CS7048

Identify
Identify
Parts
Parts
Requirements
Requirements

CS7050
CS7050

Enter
Enter
Parts
Parts
Order
Order

Create
Create
Charge
Charge
Order
Order

CS7046
CS7046

CS1411
CS1411

Perform
Perform
Debrief
Debrief

Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base

CS7051
CS7051

Receive
Receive
Spare
Spare
Parts
Parts

Roles
Customer Service Representative

Accounts Receivable
OF1027
OF1027

Flow
Value
Statement
Demo Scripts

Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders

Field Service Dispatcher


Field Engineer
Accounts Receivable Clerk
Planner

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

39

Dispatch to Resolution

Business Flow Value Statement

What does it cover?

Who is affected?

Process of Service Request

Customer

Check of Contract Entitlement

Planning

Assignment of Resources

Contract Manager

Planning Field Visit

Service Manager / Engineer

Debrief
Closing of Field Service Request
Manual/Automatic Stock Replenishment

Where is the ROI?

Modules Licensed

Increased Revenue/Reduced Costs

Teleservice

Improves Field Service Process

Advanced Inbound

Shorter Time to Fix


Higher Customer / Employee Satisfaction
Less obsolete stock, more accurate stock
levels
Higher Engineer Efficiency

Service Contracts
Field Service (mobile)
Scheduling
Spares Management

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

40

Dispatch to Resolution

Demo Script

Which demo scripts map to this flow?


Service Request to Resolution Inbound Call to Dispatch Wireless

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return

41

Forecast to Plan with Manufacturing Scheduling (1of 2)


Forecasting & Demand Management
PF2004
PF2004

Establish
Establish
Forecast
Forecast &
& Demand
Demand
Management
Management Policies
Policies
Establish Forecast rules,
methods, demand
management policies,
reporting mechanisms,
etc.

PF1967
PF1967

Collect
Collect
Forecast
Forecast
Data
Data
Collect Historical Sales
and Shipments Data to
use for statistical
forecasts.

PF2011
PF2011

Generate
Generate
Sales
Sales
Forecast
Forecast
Generate statistical
forecast based on sales
and shipment history.

PF2021
PF2021

PF2005
PF2005

Achieve
Achieve
Consensus
Consensus
Forecast
Forecast

Consume
Consume
Forecast
Forecast

Review forecasts on a
regular basis and revise
as needed.

Define forecast
consumption policies and
consume forecasts.

Production Planning
PF2029
PF2029

PF2031
PF2031

Identify
Identify
Plan
Plan
Type
Type

Define
Define
Planning
Planning
Options
Options

Specify DRP, MPS, or


MRP Plan Types and how
they will inter-relate

Define Planning Options


for each plan type,
including constraint types
and aggregation levels

PF2037
PF2037

Collect
Collect
Planning
Planning
Data
Data
Collect planning data
from the transaction
system

PF2038
PF2038

Run
Run
Production
Production
Plan
Plan
Launch Production Plan

Production Planning
PF2039
PF2039

PF3002
PF3002

PF3003
PF3003

PF3004
PF3004

PF3005
PF3005

Analyze
Analyze
Plan,
Plan, KPIs
KPIs and
and
Exceptions
Exceptions

Adjust
Adjust
Plan
Plan

Simulate
Simulate
with
with Revised
Revised
Constraints
Constraints

Collaborate
Collaborate
on
on Revised
Revised
Constraints
Constraints

Implement
Implement
Revised
Revised
Constraints
Constraints

Analyze Plan, KPIs,


exception messages and
counts prior to releasing
orders from the plan

Make manual
adjustments to the plan
based on plan review and
new information

Run the plan in


simulation mode with
revised constraints to
model potential solutions
to limitations.

Collaborate with internal


and external parties to
agree on revised
constraints.

Implement the revised


constraints based on the
collaboration results.

Go to 2/2
Roles
Planning Mgr
Demand Mgr.
Demand Planner
Production Planner

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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42

Forecast to Plan with Manufacturing Scheduling (2 of 2)


Production Activity Control
PF0025
PF0025

PF1161
PF1161

Release
Release
Procurement
Procurement
Schedule
Schedule
The Planner releases a
list of Items requiring
procurement.

Shop Floor Scheduling


OP0681
OP0681

Release
Release
Production
Production
Schedule
Schedule

Manage
Manage
Labor
Labor
Requirements
Requirements

The Planner releases


the Production
Schedule

The scheduler manages


and adjusts the labor
schedules and reviews
allocations to various
work centers.

OP0683
OP0683

Manage
Manage
Machine
Machine &
& Other
Other
Plant
Plant Requirements
Requirements
Manage the availability of
machinery and equipment
to meet the production
schedule.

OP1164
OP1164

Schedule
Schedule
Shop
Shop
Floor
Floor
ANALYZE SHOP FLOOR
SCHEDULE
The scheduler reviews
the exceptions generated
during the scheduling of
the Shop Floor.

OP1162
OP1162

Identify
Identify
Shortages
Shortages
ADJUST SHOP FLOOR
SCHEDULE
The scheduler identifies
shop floor requirements
that can be adjusted and
Capacity constraints that
can be adjusted

Shop Floor Scheduling


OP1164
OP1164

Schedule
Schedule
Shop
Shop
Floor
Floor
SIMULATE SHOP FLOOR PLAN
The scheduler modifies Discrete
requirements and Capacity Constraints
and simulates a reschedule of the Shop
Floor. This is an iterative process until
the scheduler finds a Plan that is
acceptable.

OP1164
OP1164

Schedule
Schedule
Shop
Shop
Floor
Floor
IMPLEMENT REVISED SHOP FLOOR
PLAN
Once the scheduler has simulated a
Shop Floor Plan that is acceptable, the
scheduler implements the revised
Requirements, Constraints and
Schedule.

Roles
Planner
Production Scheduler
Material Manager

Flow
Value
Statement
Demo Scripts

Plant Personnel

Go to 1/2

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Quality Manager

Return

43

Value Statement

Forecast to Plan with Manufacturing Scheduling

What does it cover?

Who is affected?

Demand Planning
Constrained based Planning

Planning Department

Purchasing Department

Sales and Marketing Dept

Production Department

Planning Simulations
KPIs and Exceptions

Modules Licensed

Shop floor optimisation


Reaction to short term production issues

Demand Planner
ASCP with Optimisation
Discrete Manufacturing
Manufacturing Scheduler

Where is the ROI?


Lower Costs
Increase internal visibility
Maximise Production Efficiency
Reduce stock outs and capacity shortages
Increase throughput of production
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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44
44

Forecast to Plan with Manufacturing Scheduling

Demo Script

Which demo scripts map to this flow?

P
I
W

Key Data

Script Combinations

Org = M1
User = MFG/welcome

Responsibility = Manufacturing and Distribution


Manager

What Instance Can I use?

Supplier = NA

11i8

Customer = NA
Contact = NA
Item = AS54888, AS62444, CM66321
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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45
45

Forecast to Plan with Inventory Optimization


Forecasting & Demand Management
PF1967
PF1967

PF2011
PF2011

Collect
Collect
Forecast
Forecast
Data
Data
Collect historical sales
and demand data from all
relevant sources and
translate into compatible
format.

Generate
Generate
Sales
Sales
Forecast
Forecast
Generate statistical
forecasts based on
demand history.

Sales & Operations Planning


PF2021
PF2021

Achieve
Achieve
Consensus
Consensus
Forecast
Forecast
Review forecasts on a
regular basis and revise
as needed.

PF2005
PF2005

PF2028
PF2028

Consume
Consume
Forecast
Forecast

Manage
Manage
Production
Production
Forecast
Forecast
The corporate S&OP
process which reconciles
demand and production
plans, typically monthly.

Define forecast
consumption policies and
consume forecasts.

Inventory Planning

Production Planning

PF1962
PF1962

PF1963
PF1963

PF1966
PF1966

Collect
Collect
Supply
Supply
Variability
Variability Data
Data

Collect
Collect
Demand
Demand
Variability
Variability Data
Data

Generate
Generate
Item
Item Safety
Safety
Stock
Stock Levels
Levels

Collect historical supplier


performance data from all
relevant sources and
translate into compatible
format for supplier
variability.

Collect demand data


including forecast
confidence levels from all
relevant sources.

Calculate Optimized Item


Safety Stock levels.
Calculate Optimized
locations for safety stocks
(postponement strategy).

PF1960
PF1960

PF2037
PF2037

Establish
Establish
Inventory
Inventory
Planning
Planning Policies
Policies

PF2038
PF2038

Collect
Collect
Planning
Planning
Data
Data
Collect planning data
from the transaction
system

Update Inventory
Planning Policies based
on Safety Stock
optimization, by item,
quantity and location.

Run
Run
Production
Production
Plan
Plan
Launch Production Plan
or Plans on a regular
basis.

Production Planning
PF2039
PF2039

Analyze
Analyze
Plan,
Plan, KPIs
KPIs
and
and Exceptions
Exceptions
Analyze Plan, KPIs,
exception messages and
counts prior to releasing
orders from the plan. Make
adjustments based on plan
review and new information.

PF3002
PF3002

Adjust
Adjust
Plan
Plan
Make manual
adjustments to the plan
based on plan review and
new information

PF3003
PF3003

Simulate
Simulate
with
with Revised
Revised
Constraints
Constraints
Run the plan in
simulation mode with
revised constraints to
model potential solutions
to limitations.

PF3005
PF3005

PF2040
PF2040

Implement
Implement
Revised
Revised
Constraints
Constraints
Implement the revised
constraints based on the
collaboration results.

Release
Release
Schedule
Schedule
Release the production
schedule to work areas
and procurement.

PF3001
PF3001

Manage
Manage Direct
Direct
Non-MRP
Non-MRP Material
Material
Replenishment
Replenishment
Plan non-MRP planned
materials using Kanban
planning, MinMax
Planning, Reorder Point,
cycle counts, etc.

Roles

Flow
Value
Statement
Demo Scripts

Demand Planner
Production Planner

Planning Mgr
Demand Mgr

Inventory Planner

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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46

Forecast to Plan with Inventory Optimization

What does it cover?

Value Statement

Who is affected?

Planning Department

Purchasing Department

Inventory Optimisation with postponement

Sales and Marketing Dept

Constrained based Planning

Production Department

Demand Planning

Planning Simulations

Modules Licensed

KPIs and Exceptions

Demand Planner
Inventory Optimisation
ASCP with Optimisation

Where is the ROI?


Lower stock Costs
Maximise Customer Service Levels
Optimise stock holdings
Maximise Production Efficiency
Reduce stock outs and capacity shortages

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

47

Forecast to Plan with Inventory Optimization

Demo Script

Which demo scripts map to this flow?

Key Data
Org = M1

P
I
W

Script Combinations

User = MFG/welcome
Responsibility = Manufacturing and Distribution
Manager

What Instance Can I use?

Supplier = NA

11i8

Customer = NA
Contact = NA
Item = AS62444/5, CM66312/3, CM66321/2/3, AS54888
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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48

Manufacturing Execution (Discrete) (1 of 2)


Production Activity Control
PF0025
PF0025

PF1161
PF1161

Release
Release
Procurement
Procurement
Schedule
Schedule
The Planner releases a
list of Items requiring
procurement.

Bar-Code Mobile Device

Release
Release
Production
Production
Schedule
Schedule

Scan
Scan Items
Items for
for
Recording
Recording to
to
Confirm
Confirm -- Completed
Completed

The Planner releases


the Production
Schedule

To various points
in production

Shop Floor Execution


OP0679
OP0679

OP1165
OP1165

Issue
Issue
Work
Work Orders
Orders
for
for Manufacture
Manufacture
The Plant Manager
issues Work Orders to
shop floor for
manufacture.

Expedite
Expedite
Materials
Materials
Identify component
shortages
Determine availability of
substitutes, or jobs issued
material which can be
borrowed

OP0685
OP0685

OP1210
OP1210

Issue
Issue
Material
Material to
to
Work
Work Order
Order

OP1949
OP1949

Execute
Execute
&
& Record
Record
Operations
Operations Activity
Activity

Pick material and


issue to work order
for assembly.

Plant personnel
manufacture/
assemble, and record
manufacturing
operations.

Execute
Execute &
&
Record
Record Outside
Outside
Operations
Operations Activity
Activity
Plant personnel
complete and record
outside processing
moves and receipts
to discrete jobs

OP1167
OP1167

Record
Record
Completions
Completions
Plant personnel
complete and record
discrete job work
orders

Shop Floor Execution


OP0678
OP0678

Inspect
Inspect
Goods
Goods
Review goods to
ensure they meet
quality requirements

OP1214
OP1214

Reject
Reject
Discrepant
Discrepant
Components
Components
Inspect components
& reject those which
do not meet quality
requirements.

OP1213
OP1213

Reject
Reject
Discrepant
Discrepant
Assemblies
Assemblies
Reject assemblies which
do not meet quality
requirements and record
transaction
Move material to MRB, if
required

OP1211
OP1211

Move
Move
Completed
Completed
Assemblies
Assemblies To
To Stock
Stock

Vision Corporation
Planner
Production Scheduler

Move completed assemblies


to stock for future use, or to
inspection to ensure adequate
quality.

Material Manager
Plant Personnel
Quality Manager

2/2

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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49

Manufacturing Execution (Discrete) (2 of 2)


Shop Floor Execution
OP1168
OP1168

OP1781
OP1781

Report Good and bad


quantity.

OP1785
OP1785

Perform
Perform
Rework
Rework

Record
Record
Material
Material
Production
Production

OP1211
OP1211

Record
Record
Resource
Resource
Usage
Usage

Rework product if
necessary.

Move
Move
Completed
Completed
Assemblies
Assemblies to
to Stock
Stock

Actual labor activities


and time are charged
to the WIP order.

Store Finished Goods


produced from WIP Orders
into Storage Areas.

OP1770
OP1770

Complete
Complete
Production
Production
Order
Order
The Material Manager
completes the WIP
orders.

Bar-Code Mobile Device


Scan
Scan Items
Items for
for Recording
Recording
to
to Confirm
Confirm -- Completed
Completed

Quality Control
OP1834
OP1834

OP1835
OP1835

Create
Create
Quality
Quality
Samples
Samples

OP1836
OP1836

Maintain
Maintain
Quality
Quality
Results
Results

Plant personnel
Creates a sample for
inspection.

Manage
Manage
Production
Production -- Quality
Quality
Approval
Approval Process
Process

Quality personnel tests


and enters Assay
results.

Quality personnel
notify production of
results.

To various points
in production
Roles
Planner
Production Scheduler
Material Manager

Flow
Value
Statement
Demo Scripts

Plant Personnel

1/2

Quality Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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50

Business Flow Value Statement

Manufacturing Execution

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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51

Demo Script

Manufacturing Execution (Discrete)

Which demo scripts map to this flow?


Manufacturing Execution Part 1
Manufacturing Execution Part 2

Key Data

Script Combinations
N/A

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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52
52

Operations to Period Close


Product Costing
FM0517
FM0517

Define
Define
Costing
Costing
Methods
Methods
Define Costing
Methods and assign
to Items.
Define cost elements.

Period Close Management


FM0521
FM0521

FM0522
FM0522

FM0520
FM0520

Manage
Manage
Actual
Actual Product
Product
Cost
Cost Definition
Definition

Manage
Manage
Standard
Standard Product
Product
Cost
Cost Definition
Definition

Review
Review
Cost
Cost
Information
Information

For purchased
Items set Standard
Costs

For Assembly Items


Rollup Item Costs

Confirm and review


standard costs and
standard cost
adjustments

FM1805
FM1805

Perform
Perform
WIP
WIP
Period
Period Close
Close
Enter all remaining
WIP transactions for
period.
Close WIP jobs
Close WIP for the
Period

Vision Corporation
Cost Accountant
Accounting Manager

Flow
Value
Statement
Demo Scripts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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53

Operations to Period Close

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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54

Operations to Period Close

Demo Script

Which demo scripts map to this flow?


Operations to Period Close

Key Data

Script Combinations
N/A

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

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55

Product Development and Maintenance (Process)


Product Development & Maintenance
PD1831
PD1831

PD1829
PD1829

PD1830
PD1830

Update
Update
Item
Item

Maintain
Maintain
Formulae
Formulae

Formulator defines New


Product (for experimental
item).

The Formulator creates a


list of components to be
used in manufacturing the
item.

Quality Control
PD1833
PD1833

Maintain
Maintain
Product
Product
Specifications
Specifications
The Process Engineer creates
quality test specifications for the
item warehouse / location / lot /
sublot, customer or supplier

Maintain
Maintain
Routing
Routing
The Process Engineer
develops the processes
to be used in
manufacturing,
including resources for
the item.

PD1849
PD1849

Maintain
Maintain
Recipe
Recipe

The process of creating


and maintaining recipes
linking the formula and
routing with organization
specific overrides where
necessary is done.

PD0647
PD0647

Estimate
Estimate
Product
Product
Costs
Costs
The Cost Accountant
develops a cost
estimate using material
and resource costs.

PD1752
PD1752

Release
Release
to
to
Production
Production
The Formulator and
Quality Engineer
approves the
formula/recipe for
production use.

Regulatory Management
PD1847
PD1847

Maintain
Maintain
Regulatory
Regulatory
Information
Information
The Process Engineer
enters the regulatory
information for the item.

Product Costing
Third Party
LIMS System

FM1804
FM1804

Manage
Manage
Standard
Standard Product
Product
Cost
Cost Definition
Definition

FM1804
FM1804

Manage
Manage
Standard
Standard Product
Product
Cost
Cost Definition
Definition

FM0520
FM0520

Review
Review
Cost
Cost
Information
Information

Roles
Process Engineer
Formulator

Flow
Value
Statement
Demo Scripts

For purchased Items


set Standard Costs.

Oracle Business Models: Demo Scenarios

For Produced Items,


define manufactured
item, formula,
ingredient, and
resource costs.

Copyright Oracle Corporation, 2002. All rights reserved.

Rollup Item Costs.


Review and confirm
standard costs.

Cost Accountant

Return

56

Product Development and Maintenance (Process)

What does it cover?

Where is the ROI?

Value Statement

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

57

Product Development and Maintenance (Process)

Demo Script

Which demo scripts map to this flow?

Key Data

P
I
W

Script Combinations
N/A

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return

58

Production Planning (Process)


Forecasting and Demand Management
PF2004
PF2004

Establish
Establish
Forecast
Forecast &
& Demand
Demand
Management
Management Policies
Policies
Establish Demand
management Policies
such as Customer
Service, Safety Stock,
Performance Metrics.

PF1766
PF1766

Manage
Manage
Forecast
Forecast
A Planner enters detail
forecast.

PF2014
PF2014

PF1771
PF1771

Review
Review
and
and Revise
Revise
Forecast
Forecast
.
A Planner
modifies
the forecast as
required based on
input from various
Company sources
(Sales, Mfg., ).

Generate
Generate
MPS
MPS
.

A Planner defines rules


for making planning
calculations.
A Planner develops
schedules for make to
stock manufacturing.

Production Planning
PF1764
PF1764

Generate
Generate
Review
Review Error
Error
MRP
MRP
Messages
Messages

PF1852
PF1852

The Planner generates


MRP Run.
The Plannerthe
approves
the forecast run.

PF2039
PF2039

Analyze
Analyze
Plan,
Plan, KPIs
KPIs
and
and Exceptions
Exceptions
The Planner reviews
the error messages.

PF2040
PF2040

Release
Release
Schedule
Schedule

The Planner approves


the forecast run.

Roles
Demand Planner
Production Planner

Flow
Value
Statement
Demo Scripts

Material Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

59

Production Planning (Process)

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

60

Production Planning (Process)

Demo Script

Which demo scripts map to this flow?


Production Planning (Process)

Key Data

Script Combinations
N/A

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return

61

Production Execution (Process) (1 of 2)


Production Activity Control
PF2040
PF2040

Release
Release
Schedule
Schedule
Release production
schedule for labour and
machine planning.

PF1169
PF1169

Control
Control
Production
Production
Activity
Activity
Define Operating levels.

OP1776
OP1776

PF1761
PF1761

Create
Create
Production
Production
Orders
Orders

Manage
Manage
Firm
Firm
Planned
Planned Orders
Orders

Display FPOs listing item


or formula, desired
production, quantity,
and planned start and
completion dates.

View FPO ingredient


requirements before
executing the order.

Process Operation Control Execution


OP0081
OP0081

Create
Create
Production
Production
Batches
Batches
The Plant Manager
issues Batch Orders to
the production floor for
manufacture.
This covers the FPO.

OP1778
OP1778

Third Party
OP1779
OP1779

Allocate
Allocate
Material
Material

OP1777
OP1777

Manage
Manage
Production
Production
Order
Order

The process of allocating


raw material and packaging
material to production.

Identify
Identify
Shortages
Shortages

Releases to
Production a Batch to
be produced.

Identify component
shortages.
Determine availability of
substitutes.

OP1780
OP1780

Record
Record
Consumption
Consumption of
of
Component
Component Material
Material

SCADA/PLC
System

Plant personnel
manufacture and
record manufacturing
operations.

Quality Control
OP1834
OP1834

Create
Create
Quality
Quality
Samples
Samples
Plant personnel
Creates a sample for
inspection.

OP1835
OP1835

Maintain
Maintain
Quality
Quality
Results
Results
Quality personnel tests
and enters Assay
results.

OP1836
OP1836

Manage
Manage
Production
Production Quality
Quality
Approval
Approval Process
Process

Go To2/2

Quality personnel
notify production of
results.

Third Party
LIMS System
Roles
Production Scheduler
Material Manager
Plant Personnel
Quality Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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62

Production Execution (Process) (2 of 2)

(POC)-Shop Floor Execution


OP1781
OP1781

Record
Record
Material
Material
Production
Production

Go To 1/2

Report Good and bad


quantity.

OP1168
OP1168

Perform
Perform
Rework
Rework

Rework product if
necessary.

OP1785
OP1785

Record
Record
Resource
Resource
Usage
Usage
Actual labor activities
and time are charged to
the batch.

MM1819
MM1819

OP1770
OP1770

Conduct
Conduct
Stock
Stock to
to Stock
Stock
Transfers
Transfers

Complete
Complete
Production
Production
Order
Order

Store Finished Goods


produced from Production
Batches into Storage
Areas.

The Material Manager


completes the production
batch.

Roles

Flow
Value
Statement
Demo Scripts

Material Manager
Plant Personnel

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

63

Production Execution (Process)

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

64

Production Execution (Process)

Demo Script

Which demo scripts map to this flow?


Production Execution (Process)

Key Data

Script Combinations
N/A

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return

65

Supplier Management
Requisition
to Pay (Process)
Requisitions
PR1005
PR1005

Purchase Orders

PR1180
PR1180

Maintain
Maintain
Suppliers
Suppliers

PR1181
PR1181

Manage
Manage
Requisitions
Requisitions

Enter and Manage


Supplier Information

Manage and review


automatically or manually
created requisitions for
completeness, approvals,
etc.

MM1135
MM1135

Accept or reject
materials at the
receiving dock.

The buyer creates a


purchase order for the
selected supplier.

The purchase manager


approves the purchase
order.
The purchase order is
sent to the supplier.

Quality Management
MM1136
MM1136

Accept
Accept
or
or Reject
Reject
Deliveries
Deliveries

Authorize
Authorize
Purchase
Purchase
Orders
Orders

Issue
Issue aa
Purchase
Purchase
Order
Order

Select Suppliers for


requisitions

Receiving and Inspection

PR0129
PR0129

PR1182
PR1182

Select
Select
Suppliers
Suppliers

MM1188
MM1188

Receive
Receive
Material
Material
Supplier
Supplier

Inspect
Inspect
Received
Received
Material
Material

Receive materials from


suppliers, either into
inventory or into an
inspection area.

If required, inspect
material before moving to
inventory.

MM1810
MM1810

MM1139
MM1139

Manage
Manage Material
Material Review
Review
Board
Board
(MRB)
(MRB) Activity
Activity

Impound
Impound
Material
Material
If Material fails inspection,
impound material.

Manage the disposition of


impounded material.

Third Party
LIMS System

Inventory Management
MM0406
MM0406

Put
Put Away
Away
Material
Material
Move the material to the
warehouse.
Links to WMS

Supplier Invoices
PR1010
PR1010

Manage
Manage
Supplier
Supplier
Invoices
Invoices
The AP clerk matches the invoice
against the PO and/or receipt.
The invoice is approved for
payment.

Accounts Payable
PR1022
PR1022

Issue
Issue
Supplier
Supplier
Payments
Payments
The invoice is approved by the
payables manager.
The payment is sent to the supplier.

Roles
Accounts Payable Clerk
Payables Manager
Purchase Agent
Purchase Manager
Receiving Clerk
Inspector

Flow
Value
Statement
Demo Scripts

Inventory Clerk

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

66

Requisition to Pay (Process)

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

67

Requisition to Pay (Process)

Demo Script

Which demo scripts map to this flow?


Requisition to Pay (Process)

Key Data

Script Combinations
N/A

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return

68

Order to Cash (1 of 2)
ATP Check, Reserve

Enter and Configure Order


OF0065
OF0065

OF0052
OF0052

Enter
Enter
Orders
Orders
(Collaboration)
(Collaboration)
Any channel
XML, EDI, iStore
Phone etc
Single source!!!

Check ATP
Schedule Order
Reserve stock
Cust. feedback

Ship Confirm

Pick Slip
Mobile Devices
Pick/Pack rules

Auto

Credit check
Firm order
Demand created

Schedule
Schedule
Carrier
Carrier

Bill of Lading
Packing Slip
Custom doc.
Confirms Shipment

Carrier Notification
ASN to buyer

Optimisation
Grouping rules
Carrier choice

OF1079
OF1079

Issue
Issue
Returned
Returned Material
Material
Authorization
Authorization
Manage returns
Approve RMA

Auto

Invoice Customer

Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders
Auto created
Freight Charge
Credit Notes

OF1071
OF1071

Schedule
Schedule Sales
Sales
Order
Order Ship
Ship
Date
Date

Returns

MM0398
MM0398

Ship
Ship
Material
Material

OF1027
OF1027

Plan Shipment

Auto

Carrier Pick Up

MM1149
MM1149

Pick
Pick
Material
Material

Manage
Manage
Customer
Customer
Orders
Orders

Check
Check
ATP
ATP

Options
Exclusivity
Guided Buying
Guided Selling

MM1090
MM1090

OF1069
OF1069

PF2036
PF2036

Specify
Specify
and
and
Configure
Configure Order
Order

Release Order
for Picking

Book Order

Collect Cash
Go To2/2

OF1032
OF1032

Apply
Apply Customer
Customer
Receipts
Receipts Cash
Cash
Applications
Applications
Receive Cash
See full Fin
Apps Flow!

Oracle Business Models: Demo Scenarios

Vision Corporation
Order Department

Workflow Managed

Shipment Department

Auto

Customer

Copyright Oracle Corporation, 2002. All rights reserved.

Return

69

Order to Cash ( 2 of 2)

Check ATP

Schedule Order
OF1071
OF1071

PF2036
PF2036

Go To 1/2

+ On-hand
+ Production
+ Receipts
Demand

MM1090
MM1090

Schedule
Schedule
Sales
Sales Order
Order
Ship
Ship Date
Date

Check
Check
ATP
ATP

Auto

Best Warehouse
Set Ship Date
Set Arrival Date
Best Date

Reserve Stock

Pick
Pick
Material
Material
Move Order
Line Detailing

Auto

Auto

Vision Corporation
Order Department
Shipment Department
Customer
Flow
Value
Statement
Demo Scripts

Workflow Managed
Auto

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

70

Order to Cash

Business Flow Value Statement

What does it cover?

Who is affected?

Capturing the Sales Order from any


channel

Scheduling the order

Integrating with Manufacturing and


Distribution for Capacity constraints

Configuring the order

Planning and executing shipments

Collecting cash

Modules Licensed

Where is the ROI?


Automation
Reducing the capital tied up in the Supply
Chain
Creating a better buying experience for
the customer
Oracle Business Models: Demo Scenarios

Sales staff
Manufacturing staff
Shipping staff
Warehouse staff
Carriers

Order Management
Accounts Receivables
Optional:

Copyright Oracle Corporation, 2002. All rights reserved.

Advanced Pricing
Global ATP - APS
Oracle Configurator
Release Management
Warehouse Management
CRM Sales Modules
Return

71

Order to Cash

Demo Script

Which demo scripts map to this flow?


1.

Complex Outbound Flow

2.

Global Order Promising

3.

Order to Cash

4.

Order to Cash with RMA

Key Data

Script Combinations

Org = specific for each script


User = specific for each script
Responsibility = specific for each script

What Instance Can I use?

Supplier = NA

11i8

Customer = SmartBuy
Contact = NA
Item = specific for each script

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

72

Procure to Pay Main Flow


Analysis to Award
PR0152
PR0152

PR0131
PR0131

Provide
Provide
Specification
Specification
& RFQ
RFQ

Analyze
Analyze
Sourcing
Sourcing
Requirements
Requirements

Publish RFQ / Auction


Place bids
Monitor Sourcing
event

Periodical Contract Review


Create / Change Sourcing
Strategy
Create Sourcing Document

PR0132
PR0132

PR0134
PR0134

Evaluate
Evaluate
&
& Award
Award
Negotiations
Negotiations

Evaluate
Evaluate
Supplier
Supplier Contract
Contract
Performance
Performance

Optimize decision
Award
Create Contract or PO

Requisition to Pay
PR1180
PR1180

Manage
Manage
Requisition
Requisition

Enter Requisition /
Generate Demand
Approve requisition
Release Requisition

CM5513
CM5513

Publish
Publish
Order
Order
Visibility
Visibility Data
Data
Query PO
Confirm PO
Create ASN

PR1935
PR1935

Receive
Receive
Non
Non Production
Production
Goods
Goods &
& Services
Services
Receive item

PR1010
PR1010

Manage
Manage
Supplier
Supplier
Invoices
Invoices
Create / receive
Invoice

PR5889
PR5889

Approve
Approve
Supplier
Supplier
Invoice
Invoice
Approve Invoice

PR1022
PR1022

Issue
Issue
Supplier
Supplier
Payment
Payment
Enter Payment

Manage Suppliers
Vision Corporation
PR1185
PR1185

Analyze
Analyze
Quality
Quality
Performance
Performance

Flow
Value
Statement
Demo Scripts

The supplier performance


is reviewed by defects,
delivery exceptions, price,
volume and amounts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Warehouse staff or
Requisitioner
Purchasing staff
Accounts Payable
Supplier

Return

73

Procure to Pay Main Flow

Business Flow Value Statement

What does it cover?

Who is affected?

Management of PO including

Autocreation of Requisitions based on


Demand

Auto-Approval

Autocreation of PO

Receiving

Manage Invoice and Payment

Supplier Collaboration

Intelligence (Purchasing History and


Supplier Performance)

Where is the ROI?

Automation
Shorten cycle time
Focus on Supplier Relationship Mgt

Oracle Business Models: Demo Scenarios

Warehouse staff
Purchasing Staff
Accounts Payable Staff
Suppliers

Modules Licensed

iProcurement
iSupplier Portal
Purchasing Intelligence
Purchasing
Accounts Payable

Copyright Oracle Corporation, 2002. All rights reserved.

Return

74

Procure to Pay Main Flow

Demo Script

Which demo scripts map to this flow?


1.

Procure to Pay Comprehensive

2.

Procure to Pay Main Flow with Auctions

Key Data

Script Combinations

Org = specific for each script


User = specific for each script
Responsibility = specific for each script

What Instance Can I use?

Supplier = specific for each script

11i8

Customer = NA
Contact = NA
Item = specific for each script

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

75

Requisition to Pay - Direct


Manage Requisition
PR1180
PR1180

Manage
Manage
Requisitions
Requisitions

PR1182
PR1182

PR0128
PR0128

Auto

Auto

Fully automated
Hands-free generation of
requisitions
Automatic sourcing

Automatic approval

Receiving
MM1136
MM1136

Receive
Receive
Material
Material
Supplier
Supplier
Requestor confirms
receipt

Issue
Issue aa
Purchase
Purchase
Order
Order

Authorize
Authorize
Requisitions
Requisitions

Auto
Auto-create and release
purchase order against
blanket order no
manual intervention

Manage Payment
PR1931
PR1931

Manage
Manage
Evaluated
Evaluated
Receipts
Receipts

Auto

The invoice is created


automatically
Find and view invoice

Manage Suppliers
PR5889
PR5889

Approve
Approve
Supplier
Supplier
Invoice
Invoice

PR1022
PR1022

Issue
Issue
Supplier
Supplier
Payment
Payment

The invoice is
approved and
matched against
PO

Auto

PR1185
PR1185

Analyze
Analyze
Quality
Quality
Performance
Performance
The supplier performance is
reviewed by defects,
delivery exceptions, price,
volume and amounts

Vision Corporation
Warehouse staff
Purchasing staff
Accounts Payable

Flow
Value
Statement
Demo Scripts

Supplier

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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76

Requisition to Pay - Direct

Business Flow Value Statement

What does it cover?

Who is affected?

Management of PO including

Autocreation of Requisitions based on


Demand

Auto-Approval

Autocreation of PO

Receiving

Manage Invoice and Payment

Supplier Collaboration

Intelligence (Purchasing History and


Supplier Performance)

Where is the ROI?

Automation
Shorten cycle time
Focus on Supplier Relationship Mgt

Oracle Business Models: Demo Scenarios

Warehouse staff
Purchasing Staff
Accounts Payable Staff
Suppliers

Modules Licensed

iProcurement
iSupplier Portal
Purchasing Intelligence
Purchasing
Accounts Payable

Copyright Oracle Corporation, 2002. All rights reserved.

Return

77

Requisition to Pay - Direct

Demo Script

Which demo scripts map to this flow?


1.

Requisition to Pay Direct

Key Data

Script Combinations

Org = specific for each script


User = specific for each script
Responsibility = specific for each script

What Instance Can I use?

Supplier = specific for each script

11i8

Customer = NA
Contact = NA
Item = specific for each script

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

78

Requisition to Pay - Indirect


Manage Requisition

Receiving

PR1180
PR1180

PR0128
PR0128

Manage
Manage
Requisitions
Requisitions

PR1935
PR1935

PR1182
PR1182

Authorize
Authorize
Requisitions
Requisitions

Receive
Receive
Non-Production
Non-Production
Goods
Goods and
and Services
Services

Issue
Issue aa
Purchase
Purchase
Order
Order

Auto

Search for requisition


Requisition is
approved
automatically due to
submitters authority

Search for item to buy


Add item to shopping cart
Check out and submit
requisition

Auto-release against
blanket order no
manual intervention

Manage Suppliers

Manage Payment
PR5889
PR5889

PR1931
PR1931

Manage
Manage
Evaluated
Evaluated
Receipts
Receipts

Approve
Approve
Supplier
Supplier
Invoice
Invoice

Auto
Auto

The invoice is created


automatically
Find and view invoice

Requestor confirms
receipt

PR1022
PR1022

Issue
Issue
Supplier
Supplier
Payments
Payments

Auto

The invoice is
approved

PR1185
PR1185

Analyze
Analyze
Quality
Quality
Performance
Performance
The supplier performance
is reviewed by defects,
delivery exceptions,
price, volume and
amounts

Vision Corporation
Supervisor
Requisitioner

Flow
Value
Statement
Demo Scripts

Purchasing staff
Accounts Payable

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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79

Requisition to Pay - Indirect

Business Flow Value Statement

What does it cover?

Who is affected?

Manage Requisition including

Catalog Search

Approval

PO creation

Receiving

Manage Invoice and Payment

Supplier Collaboration

Intelligence (Purchasing History and


Supplier Performance)

Requisitioner
Supervisor
Purchasing Staff
Accounts Payable Staff
Suppliers

Modules Licensed
Where is the ROI?

Automation
Shorten cycle time
Eliminate maverick buying
Focus on Supplier Relationship Mgt

Oracle Business Models: Demo Scenarios

iProcurement
iSupplier Portal
Purchasing Intelligence
Purchasing
Accounts Payable

Copyright Oracle Corporation, 2002. All rights reserved.

Return

80

Requisition to Pay - Indirect

Demo Script

Which demo scripts map to this flow?


1.

Requisition to Pay Indirect

Key Data

Script Combinations

Org = V1
User = operations/welcome corpexp/welcome
grainger/welcome supplier/welcome
Responsibility = Payables Vision Operations
(USA), General Ledger Vision Operations
Supplier = multiple

What Instance Can I use?

Customer = NA

11i8

Contact = NA
Item = multiple

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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81

Assets to Disposal
Purchase Orders

Requisitions

Receiving and Inspection

PR1182
PR1182

PR1180
PR1180

Manage and review


automatically or
manually created
requisitions for
completeness,
approvals, etc.

MM1136
MM1136

Receive
Receive
Material
Material
Supplier
Supplier

The buyer creates a


purchase order for the
selected supplier.

Receive materials
from suppliers, either
into inventory or into
an inspection area.

Fixed Asset Management Create Asset


PR1906
PR1906

The AP Clerk receives an


invoice.
The invoice is matched
against PO.
The invoice is approved for
payment.

AM7518
AM7518
Execute
Execute
Asset
Asset
Tasks
Tasks

Transfer
Transfer
Fixed
Fixed
Assets
Assets
Assets can be moved
to new locations
and/or (account)
assignments.

Asset Inventory
reports are run and
verified with actual
Inventory.

Period Close

Flow
Value
Statement
Demo Scripts

FM1103
FM1103

Manage
Manage
Fixed
Fixed Assets
Assets
Inventory
Inventory

The asset is added to


inventory as capital or
CIP.

FM0480
FM0480

Inspect material in the


inspection area.
Reject any materials
that do not meet
product quality plan
standards

FM1108
FM1108

Maintain
Maintain
Fixed
Fixed
Asset
Asset

Any asset related invoices


(invoices coded to the
asset clearing account are
interfaced to Assets
department for processing

Manage
Manage
Supplier
Supplier
Invoices
Invoices

Inspect
Inspect
Goods
Goods

Fixed Asset Management - Use asset

FM1102
FM1102

Transfer
Transfer
Asset
Asset Invoices
Invoices
to
to FA
FA Dept
Dept

PR1010
PR1010

MM1753
MM1753

Issue
Issue aa
Purchase
Purchase
Order
Order

Manage
Manage
Requisitions
Requisitions

Supplier Invoices

Financial Reporting
FM1914
FM1914

Calculate
Calculate
Asset
Asset
Depreciation
Depreciation

Perform
Perform
Fixed
Fixed Assets
Assets
Period
Period Close
Close

Depreciation
Expense is calculated
and Accumulated
Depreciation is
updated for every
capitalized asset in
the Corporate Book.

Activities required to
close Fixed Assets
and send transactions
to GL.

Oracle Business Models: Demo Scenarios

FM1104
FM1104

Manage
Manage
Fixed
Fixed Asset
Asset
Loss/Disposal
Loss/Disposal
Company owned assets
are disposed. The asset
is retired.
Proceeds of sale, cost of
removal and any gains or
losses are recorded.

Copyright Oracle Corporation, 2002. All rights reserved.

Enter maintenance
operation
Notify requestor that
operation is complete
Charge back costs

Vision Corporation
FM1940
FM1940

Generate
Generate
Internal
Internal
Reports
Reports
Internal financial
reports are generated,
distributed and
reviewed.

Employee
Buyer
AP Clerk
Asset Accountant
General Acctg Manager
Repair technician

Return

82

Assets to Disposal

Business Flow Value Statement

What does it cover?

Who is affected?

Asset purchase

Asset receipt and invoice matching

Asset registration and assignment in asset


register

Asset depreciation

Asset disposal

Asset inventory

Asset maintenance

Modules Licensed

Where is the ROI?

Employees using assets


Accounts Payables clerks
Asset accountants
CFO
Maintenance technicians

Fixed Assets
Accounts Payables
General Ledger
I-Procurement
Enterprise Asset
Management

Reduce workload for adding new assets


Ability to track your assets more accurately

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

83

Assets to Disposal

Demo Script

Which demo scripts map to this flow?

Assets to Property Lifecycle - Assets to Disposal

Key Data

Script Combinations

Org = Vision Operations, Seattle Maintenance

N/A

User = OPERATIONS
Responsibilities =
iProcurement
Purchasing, Vision Operations (USA)

Payables, Vision Operations, (USA)

What Instance Can I use?

Assets, Vision Operations, (USA)

11i8

General Ledger, Vision Operations (USA)


Enterprise Asset Management
Self Service Maintenance
Supplier = GE Capital

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

84

Treasury and Cash Management


Treasury and Cash Management - Monitor Account Balances
FM1908
FM1908

Record
Record
Bank
Bank
Statements
Statements
Upload and import
Bank statements using
seeded formats

Customer Order
OF0065
OF0065

Enter
Enter
Order
Order

i-Store: Large
value sales order
placed in JPY

Raise Sales Invoice


OF1027
OF1027

Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders
Invoice is raised and
sent in USD instead of
JPY as planned

FM1905
FM1905

Treasury and Cash Management


- Maintain Account Balances

FM1910
FM1910

Reconcile
Reconcile
Bank
Bank
Balances
Balances to
to GL
GL

FM0547
FM0547

Reconcile
Reconcile
Bank
Bank Statements
Statements
to
to Transactions
Transactions

Automatically or
manually reconcile the
bank statements

Finalize
reconciliation

Review
Review
Bank
Bank
Balances
Balances
Review bank account
balances for deficits/
surplus funds

FM0551
FM0551

Transfer
Transfer
Cash
Cash
Transfer funds to
net off deficit and
surplus balances

Treasury and Cash Management - Eliminate Currency Exposure


FM0537
FM0537

OF1069
OF1069

Maintain
Maintain
Exchange
Exchange
Rate
Rate Policy
Policy

Manage
Manage
Customer
Customer
Orders
Orders

Check currency
position
Treasurer checks JPY
position in 3 months
time

Drill Down to Customer


Order
Includes a receipt for
100,000,000
JPY due in 90 days

Treasury and Cash Management


- Balance Currencies
FM0537
FM0537

FM0527
FM0527

Maintain
Maintain
Exchange
Exchange
Rate
Rate Policy
Policy
Check currency
position
Both USD and JPY
positions reviewed

FM0527
FM0527

Perform
Perform
Investment
Investment
Procedures
Procedures
Treasurer sells forward
100,000,000 JPY
against Euro

Treasury/Cash
Mgmt - Confirm
FM0527
FM0527

Perform
Perform
Investment
Investment
Procedures
Procedures

Perform
Perform
Investment
Investment
Procedures
Procedures

Enter a Currency
swap, USD against
JPY

Treasury Clerk sends


confirmation letter for
transaction

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

FM0537
FM0537

Maintain
Maintain
Exchange
Exchange
Rate
Rate Policy
Policy
Confirm exposure is
eliminated
Treasurer checks JPY
position in 3 months
time

Vision Corporation
Customer
Treasurer
Clerk

Flow
Value
Statement
Demo Scripts
Return

85

Treasury and Cash Management

Business Flow Value Statement

What does it cover?

Who is affected?

Query bank account balances

Eliminate overdraft by transferring funds

Upload bank statements and reconcile

Confirm the overdraft has been covered

Customer enters order on i-Store in Euro

Invoice sent in GBP not Euro

Modules Licensed

Drill down to customer order to establish


potential Euro receipt in 75days

Sells forward Euro V. USD and confirm

Currency swap entered GBP V. Euro

Customer
Receivables Clerk
Treasury Clerk
Treasurer

Cash Management
Treasury
iStore
Accounts Receivable

Where is the ROI?

Reduction in FX, interest and bank charges


Setting up InHouse Banking/SSC
Accelerated responses to market changes
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

86

Treasury and Cash Management

Demo Script

Which demo scripts map to this flow?


Financial Planning to Reports - Treasury: Cash Management

Key Data

Script Combinations

Org = Vision Operations

N/A

Users = SYSADMIN,TPCONNOR, OPERATIONS, DLYON


Responsibilities =
Payables, Vision Operations (USA)
Receivables, Vision Operations (USA)
General Ledger, Vision Operations (USA)

What Instance Can I use?

Order Management Super User, Vision Operations (USA)

Inventory, Vision Operations (USA)

11i8

System Administrator
Cash Management, Vision Operations (USA)
Treasury, Vision Operations (USA)
IBE_ADMINISTRATOR

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

87

Opportunity to Project Mgt. (Project Mgt. Main Flow)


Opportunity to Contract

Project Contracting
PM5794
PM5794

SL7172
SL7172

Identify & Track project


opportunities
Forecast Sales
Manage & Plan
Accounts
Track Cost of Sales

Create
Create
Staffing
Staffing
Requirement
Requirement

Initiate Project & Define


Project Plan
Create Project & Work
breakdown structure
Define Charge Controls
Fund & Budget

Create Staffing
Requirements
Identify available
Resources
Evaluate, Review, Assign
Candidates

Project Billing

Project Expenditure
PM5842
PM5842

Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures

Manage
Manage
Requisitions
Requisitions

Create & Collect weekly


time and expense reports
Manage Approvals
Track Missing Timecards
Distribute Costs
Manage Payments

Project Close Out

PM5839
PM5839

Review, transfer &


adjust if necessary
project expenditures
Review Accounts
Process Adjustments

Review deliverables
Perform Adjustments
Commission Project
Archive Project
Documents
Close Project

PM5866
PM5866

Review
Review
Project
Project
Performance
Performance

Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition

Track Progress & issues


Manage Work schedules
Check Actuals &
Commitments vs. Budgets
Monitor Project
Performance Indicators

Process expenditures
Recognize Revenue
Manage Invoice
Approvals
Generate Project Invoices
Monitor Project Collections

Project Analysis
Review
Review
Project
Project
Performance
Performance

Close
Close
Project
Project

PM5857
PM5857

Process
Process
Project
Project
Expenditures
Expenditures

PM5839
PM5839

PM5873
PM5873

Flow
Value
Statement
Demo Scripts

PM5728
PM5728

Define
Define
Project
Project
Plan
Plan

Manage Bid/Proposal
process
Author Contract
documents and Changes
Manage approvals &
signatures

PR1180
PR1180

Create project requisitions


Manage purchase
Approvals
Procure and receive items
Manage Commitments
Manage Payments

Project to Staffing

PM5812
PM5812

Sign
Sign
Project
Project
Contract
Contract

Manage
Manage
Opportunity
Opportunity

Requisitions

Contract to Project

Analyse costs, revenue,


profitability, deliverables
Review resource usage
Analyse Project Key
Performance Indicators
(KPIs)

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Roles
Sales

Third Parties
Customer

Delivery
Accounting

Supplier

Return

88

Opportunity to Project Mgt. (Project Mgt. Main Flow)

Value Statement

What does it cover?

Who is affected?

Opportunity Management

Project Contract Management

Project Resource Management

Project Creation & Planning

Procurement

Timecard Management

Expense Management

Project Management

Project Controlling

Modules Licensed

Where is the ROI?

Sales
Project Mgr
Project Team Member
Resource & Staffing Manager
Legal & Administration
Purchasing
Accounting

Maximized Profitability across the


extended service chain
Streamlined global operations, reduced
Operating Costs & Increased Productivity
Improved Project Collaboration
Optimised Delivery through efficient
Resource Deployment and Capacity mgt
Increased Customer Satisfaction
Oracle Business Models: Demo Scenarios

Oracle Sales Online


Project Opportunity Mgmt**
Project Contracts
Project Costing, Project Billing
Project Resource Management
Project Tracking & Collaboration**
Project Connect
Oracle iProcurement, iReceivables
Oracle Purchasing, Payables,
Receivables
Oracle Time & Labour
Internet Expense
Oracle Discoverer
Project Intelligence**
** still under development

Copyright Oracle Corporation, 2002. All rights reserved.

Return

89

Opportunity to Project Mgt. (Project Mgt. Main Flow)

Demo Script

Which demo scripts map to this flow?

Key Data

P
I
W

Script Combinations

Org = Vision Services


Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Management, Staffing Manager, Vision Services (USA)
iProcurement, Services (USA)
Payables, Vision Operations (USA)
OTL Self Service
Mass Timecard Approval
iExpences, Vision Services (USA)
Payables, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch x

N/A

What Instance Can I use?

11i8

11 inch, Black

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

90

Manage
Time & Expenses
Time & Labor Management
HR2108
HR2108

Enter
Enter
Time
Time

Project emember
enters time in the
appropriate time
collection device or
via the web.
Project member
submits time

Project Expenditure

HR2115
HR2115

HR2114
HR2114

Approve
Approve
Time
Time
Entered
Entered
Project Manager
approves the time
entered at the end of
the collection period.

Supplier Invoices Expense Reports


PR1009
PR1009

Manage
Manage
Expense
Expense
Reports
Reports
Employee enters
his/her expense report
via the web.
Expense report is
routed via the
application to the
Department Manger.

PM5858
PM5858

Manage
Manage
Time
Time
Reports
Reports

Process
Process
Project
Project
Allocations
Allocations

Validate that the


employee time
collected is valid and
in the correct format
Review missing
timecards

Project manager
distributes
administrative overhead
allocation charges.

Project
Expenditure

Supplier Invoices

PM5858
PM5858

PR1012
PR1012

Process
Process
Project
Project
Allocations
Allocations

Approve
Approve
Expense
Expense
Reports
Reports
Project manager
reviews and approves
expense report.

Project manager
distributes
administrative overhead
allocation charges.

Accounts Payable
PR3200
PR3200

PR1016
PR1016

Issue
Issue
Employee
Employee
Expense
Expense Payments
Payments

Manage
Manage
Employee
Employee
Expense
Expense Receipts
Receipts

Team member receives


notification on payment
of expenses

Employee imaged or
paper receipts are
matched to the expense
report.

Roles
Project Member
Project Manager

Flow
Value
Statement
Demo Scripts

Accounting

Third Parties
Customer
Supplier

Resource Mgr

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

91

Manage Time & Expenses

Business Flow Value Statement

What does it cover?

Who is affected?

Create weekly time cards

Create weekly expense reports

Workflow notifications for manager


approval

Review Missing Time Cards

Distribute Costs & Generate Accounts

Reimburse Expenses

Workflow notifications to Payee

Where is the ROI?

Project Member
Project Manager
Resource Manager
Accounts Payables

Modules Licensed

Oracle Time & Labour


Internet Expense
Project Costing
Oracle Payables

Reduced Cycle time for timecard and


expense report processing
Increased administrative costs savings
Improved employee productivity
Increased Transaction Accuracy
(Chargeability & Billing)
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

92

Manage Time & Expenses

Demo Script

Which demo scripts map to this flow?

Opportunity to Project Management: Execution to Billing - Time & Expenses

Key Data

Script Combinations

Org = Vision Services

N/A

Users = SERVICES (Amy Marlin), BPALMER


(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = OTL Self Service
Mass Timecard Approval

What Instance Can I use?

Projects, Vision Services (USA)


Internet Time, Vision Services (USA)

11i8

iExpences, Vision Services (USA)


Payables , Vision Services (USA)

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

93

Manage Expenditure & Check Status


Project Expenditure
PM5857
PM5857

Process
Process
Project
Project
Expenditures
Expenditures
Make necessary
adjustments to the
project expenditure

Project Execution
PM5858
PM5858

Process
Process
Project
Project
Allocations
Allocations

Transfer expenditure to
another project if
necessary

PM5860
PM5860

Generate
Generate
Financial
Financial
Transactions
Transactions
Check the account
distributions which have
automatically been
generated
Review financial
information

PM5863
PM5863

Manage
Manage Project
Project
Expenditure
Expenditure
Adjustments
Adjustments
The accountant
processes all the
project adjustments by
distributing cost for
labour, expenses etc.

PM5839
PM5839

Review
Review
Project
Project
Performance
Performance
The project manager
checks status,
analyses costs,
profitability, revenue
and time usage.

Roles
Project Manager

Flow
Value
Statement
Demo Scripts

Accounting

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Third Parties
Customer
Supplier

Return

94

Manage Expenditure & Check Status

Value Statement

What does it cover?

Who is affected?

Review project expenditures

Verify cost chargeability and billability

Adjust project expenditures

Transfer project expenditures

Review account distributions

Process/Re-process adjustments

Analyse project costs

Check Project status

Project Accounting
Project Manager

Modules Licensed

Project Costing
Project Billing

Where is the ROI?

Reduced administrative cost and time


Simplified and shortened billing cycle
through online reviews and adjustments
Increased transparency and accuracy on
chargeable and billable expenditures
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

95

Manage Expenditure & Check Status

Demo Script

Which demo scripts map to this flow?


Opportunity to Project Management: Execution to Billing - Manage Expenditu
re and Status

Key Data

Script Combinations

Org = Vision Services

N/A

User = SERVICES (Amy Marlin)


Responsibility = Projects, Vision Services (USA)

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return

96

Billing
Project
Expenditure
PM5857
PM5857

Project Billing

Project Expenditure

PM5866
PM5866

PM5860
PM5860

Process
Process
Project
Project
Expenditues
Expenditues

Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition

Generate
Generate
Financial
Financial
Transactions
Transactions

Accountant collects all


project expenditures
Review expenditures
Manage cross-charges

The financial analyst


kicks off procedures for
generating Draft revenue
recognition

The financial analyst


manages draft project
invoices process
Generate Intercompany Invoices &
Cross-charges

Customer Invoices

Project Billing
PM5869
PM5869

OF1027
OF1027

Manage
Manage
Project
Project
Invoices
Invoices

Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders

The financial analyst/


project mgr reviews
draft revenue and
billing information
Adjusts as necessary
and re-processes
Project Mgr.
approves Draft
Invoice

The financial analyst


kicks off procedures
for generating invoices
Bill amounts are
calculated, invoices
are formatted for
publishing, posting
and funding balances
are updated.

Accounts Receivables

OF5882
OF5882

OF1032
OF1032

Present
Present
Customer
Customer
Invoices
Invoices
Customer views invoice
info, argues on invoices
if needed, enters
payment info, etc

Customer Invoices

Apply
Apply Customer
Customer
Receipts
Receipts
Cash
Cash Applications
Applications
Accountant monitors
Days Sales
Outstanding (DSO) and
collections

Roles
Project Member
Project Manager
Accounting

Interface

Flow
Value
Statement
Demo Scripts

Interface
Interface
Invoice
Invoice
Information
Information
Interface draft Invoice
to external billing
system

Oracle Business Models: Demo Scenarios

Interface
Interface
Accounting
Accounting
Information
Information
Interface revenue to
external accounting
system

Copyright Oracle Corporation, 2002. All rights reserved.

Third Parties
Customer
Supplier

Return

97

Billing

Business Flow Value Statement

What does it cover?

Who is affected?

Collect & Process Expenditures

Manage cross-charging / Interco Billings

Manage Project Revenue

Create Draft project invoices

Manage Invoice Adjustments

Manage Invoice Approvals

Manage Customer Bill presentment &


disputes

Monitor Collections & Receivables

Project Accounting
Project Manager
Accounts Receivables
Customer

Modules Licenced

Project Costing
Project Billing
Oracle Receivables
iReceivables

Where is the ROI?

Improved Cash Flow through shortened


and streamlined Invoicing Cycle
Increased Billing Accuracy through
automated billing controls
Reduced process complexity with flexible
Project billing & revenue recognition rules
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

98

Billing

Demo Script

Which demo scripts map to this flow?

Opportunity to Project Management: Execution to Billing - Billing

Key Data

Script Combinations

Orgs = Vision Project Mfg, Vision Services

N/A

Users = PROJMFG (Max Kingston), SERVICES


(Amy Marlin), CSR (United Parcel Service)
Responsibilities =
Projects, Vision Project Mfg (MRC)
Receivables, Vision Project Mfg (MRC)
Payables, Vision Services (USA)

What Instance Can I use?

11i8

Projects, Vision Services (USA)


Receivables, Vision Services (USA)
Customer = United Parcel Service
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return

99

Plan to Project Delivery


Project Planning (in your existing project planning system)
PM5812
PM5812

PM5815
PM5815

PM5809
PM5809

PM5800
PM5800

Define
Define
Project
Project
Plan
Plan

Define
Define
Project
Project
Schedule
Schedule

Develop
Develop
Project
Project
Template
Template &
& WBS
WBS

Import
Import
Project
Project
Plan
Plan

Project manager
creates the work plan
for the project.

Next he defines the


project scope and time
scheduling for each
project task

If necessary, project
manager creates Gantt
Chart with milestones
and dependencies

The project manager


transfers the workplan
from his pps to Oracle
Projects through a
standard interface

Project Budgeting
PM5827
PM5827

Define
Define
Project
Project
Budget
Budget
Project Manager or
Admin enters the
project budget

PM5821
PM5821

Define
Define
Contract
Contract
Funding
Funding

The project manager


adds further project
details

Next step he or admin


enters the project
funding

Project Expenditures

PM5728
PM5728

PM5737
PM5737

PM5842
PM5842

PM5749
PM5749

Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures

Create
Create
Staffing
Staffing
Requirements
Requirements

Assign
Assign
Resources
Resources

Approve
Approve
Resource
Resource
Assignment
Assignment

The Project Manager


defines requirements,
applies team templates,
views candidate lists

The Project Manager


searches for available
resources based on the
skill database

Resource Manager
approves the resource
requests

Customer Invoices
Present
Present
Customer
Customer
Invoices
Invoices

Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition
Accountant or Project
Manager generate
Revenue and Draft
Invoice based on Project
Type and Customer
Agreements

Customer views invoice


info, argues on invoices
if needed, enters
payment info, etc

Oracle Business Models: Demo Scenarios

The team members


enter Timecards,
Expense Reports,
Supplier Invoices

Monitor Project

OF5882
OF5882

PM5866
PM5866

Demo Scripts

PM5818
PM5818

Define
Define
Project
Project
Details
Details

Project Staffing

Project Billing

Flow
Value
Statement

Project Planning

Interface Project

Copyright Oracle Corporation, 2002. All rights reserved.

PM5839
PM5839

Review
Review
Project
Project
Performance
Performance
The project manager
compares Budget,
Forecast and Actuals

Vision Corporation
Project Manager
Project Member
Accountant

Return 100

Plan to Project Delivery

Business Flow Value Statement

What does it cover?

Who is affected?

Integration of Third Party Planning Tools


with an out-of-the box interface

Interface Workplan to Oracle Projects

Enter Projects Details

Enter Project Budgets

Staff Resources

Enter Expenditures

Generate Revenue and Invoices

Control Project Performance

Modules Licensed

Where is the ROI?

Project Manager
Project Administration
Resource Manager

Increase project profitability


Reduce administrative cost
Out of the box integration of multiple diversed
project sources onto one single global
validated project repository
Oracle Business Models: Demo Scenarios

Project Connect
Project Costing
Project Billing
Resource Management
iTime
iExpense
Account Receivables

Copyright Oracle Corporation, 2002. All rights reserved.

101

Return

Plan to Project Delivery

Demo Script

Which demo scripts map to this flow?


Plan to Project Delivery

Key Data

Script Combinations

Org = Vision Services


Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran),
BPALMER (Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Management, Staffing Manager, Vision Services (USA)
iProcurement, Services (USA)
Payables, Vision Operations (USA)
OTL Self Service
Mass Timecard Approval
iExpences, Vision Services (USA)
Payables, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch

N/A

What Instance Can I use?

11i8

x 11 inch, Black

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

102

Return

Staff to Project Delivery


Project Initiation

Project Staffing

PM5803
PM5803

PM5728
PM5728

Define
Define
Project
Project
Charter
Charter
Select Template
Enter basic data for
the new project

PM5737
PM5737

PM5734
PM5734

Create
Create
Staffing
Staffing
Requirement
Requirement

Assign
Assign
Resources
Resources

Evaluate
Evaluate
Resources
Resources

Apply Team Template


Confirm Start Date

Search Resource Pool


Select Candidates
Nominate Resources
as a Candidate
Rank Candidates

Select Resource and


assign directly to Project

Project Staffing
PM5752
PM5752

Commit
Commit
Resources
Resources
Resource Mgr.
reviews notification
Team Member
reviews planned
assignments

Project Expenditure
PM5842
PM5842

Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures

PM5749
PM5749

PM5761
PM5761

Approve
Approve
Resource
Resource
Assignment
Assignment
Resource Mgr.
approves

Review
Review
Utilization
Utilization

Team Member views:


Schedule/Profile
Candidacy List
Competencies
Work Preferences

Project Staffing

Project Execution

PM5761
PM5761

Review
Review
Project
Project
Performance
Performance

Review
Review
Utilization
Utilization

PM5839
PM5839

Vision Corporation
Project Manager
Staffing Manager
Resource Manager

Flow
Value
Statement
Demo Scripts

Team Member enter


and submit timecards

Org. Manager reviews


utilization

Org. Manager reviews


forecast

Team Member
Org. Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

103

Return

Staff to Project Delivery

Business Flow Value Statement

What does it cover?

Who is affected?

Create Project

Create Staffing Requirements

Candidate Management

Resources Assignments

Approval Process

Enter Timecards

View Competences

View Utilization

Review Forecast

Modules Licensed

Where is the ROI?

Project Manager
Project Team Members
StaffingManager
Resource Managers
Organisation Manager

Project Res. Management


Project Costing
Project Billing
Internet Time

Increase profitability
Increase Resource Utilization
Reduce administrative costs
Increase customer and employee satisfaction

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

104

Return

Staff to Project Delivery

Demo Script

Which demo scripts map to this flow?


Staff to Project Delivery

Staff to Project Delivery

Key Data

Script Combinations

Org = Vision Services

N/A

Users = SERVICES (Amy Marlin), BCOCHRAN (Bob


Cochran), AHAMILTON (Anne Hamilton), DGRAY
(Donald Gray)
Responsibilities = Project Resource Management, Project
Manager, Vision Services (USA)
Project Resource Mgmt, Staffing Manager, Vision Services
(USA)

What Instance Can I use?

11i8

Project Resource Mgmt, Team Member, Vision Services (USA)


OTL Self Service
Project Resource Management, Organization Manager, Vision
Services (USA)
Customer = Imaging Innovations, Inc.

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return 105

105

Project Management Main Flow


Project Planning Define Project

Project
Budgeting

PM5821
PM5821

PM5815
PM5815

PM5827
PM5827

Define
Define
Contract
Contract
Funding
Funding

Develop
Develop
Project
Project
Template
Template &
& WBS
WBS

Project manager
creates the project
budget and requests
approval.

Project
Expenditures

PR1180
PR1180

Manage
Manage
Requisitions
Requisitions

A project member
Check Commitments
creates a requisition for Check Budgets
an item needed for the
project.

Project Expenditure
PM5857
PM5857

Process
Process
Project
Project
Expenditures
Expenditures
Financial Analyst distributes
charges to all projects.

Flow
Value
Statement
Demo Scripts

Authorize
Authorize
Requisitions
Requisitions
Approvals can be
controlled using
amount or account
code.

Staff project
Resource Manager
(supervisor of
resource) approves
resource assignment.

Employee enters
his/her expense report
via the web.
Expense report is
routed via the
application to the
Department Manger.

Enter time in the


appropriate time
collection device or
via the web.

Receive Goods

Manage Payment

PR1935
PR1935

Issue
Issue aa Non
Non
Production
Production
Purchase
Purchase Order
Order
PO can be
automatically created
from Requisition.
PO can be created
manually.

Project Billing

PR1009
PR1009

Manage
Manage
Expense
Expense
Reports
Reports

Enter
Enter
Time
Time

PR1933
PR1933

PR0128
PR0128

PM5848
PM5848

Supplier Invoices

HR2108
HR2108

Approve
Approve
Resource
Resource
Assignment
Assignment

Requisition Approvals

Manage
Manage
Project
Project
Commitments
Commitments

Time and Labor


Management

PM5749
PM5749

Define
Define
Project
Project
Budget
Budget

Project manager selects the Project manager


updates the existing
appropriate project template
project with
and defines the work
agreement and
breakdown structure and
funding information.
customer information.

Manage
Procurement

Project Staffing

PR1010
PR1010

Receive
Receive Non
Non
Production
Production
Goods
Goods &
& Services
Services

Manage
Manage
Supplier
Supplier
Invoices
Invoices

The nonproduction
goods arrive at the
requisitioner/receivers
desk.

The accountant
matches invoices from
suppliers with the
purchase orders and
manages the payment

Project Execution - Performance

PM5866
PM5866

PM5869
PM5869

Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition

Manage
Manage
Project
Project
Invoices
Invoices

Generate draft revenue;


adjust.
Generate final revenue,
account distributions
and update funding
balances.

Initiate invoice generation


process.
Customer bills are
calculated, funding balances
are updated and invoices are
sent to Receivables.

Oracle Business Models: Demo Scenarios

PM5833
PM5833

Manage
Manage
Project
Project

PM5839
PM5839

Review
Review
Project
Project
Performance
Performance

Vision Corporation
Project Manager
Project Member

Project manager
analyzes budget to
actual variances by
project, task or
resource.

Copyright Oracle Corporation, 2002. All rights reserved.

Project performance
information is gathered
and disseminated,
status reporting,
progress measurement
and forecasting.

Accountant
Buyer

Return 106

Project Management Main Flow

Business Flow Value Statement

What does it cover?

Who is affected?

Create Project and WBS

Enter Project Details

Create Project Budgets

Staff Resources

Enter Expenditures

Generate Revenue and Invoices

Modules Licensed

Control Project Performance

Where is the ROI?

Project Manager
Project Administration
Resource Manager

Project Costing
Project Billing
Resource Management
iTime (optional PO)
iExpense

Reduce time and expense processing


Reduce unaccounted time
Improve cash flow
Increase resource utilization
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return 107

107

Project Management Main Flow

Demo Script

Which demo scripts map to this flow?


Project Management Main Flow

Key Data

Script Combinations

Org = Vision Services


Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran),
BPALMER (Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Management, Staffing Manager, Vision Services (USA)
iProcurement, Services (USA)
Payables, Vision Operations (USA)
OTL Self Service
Mass Timecard Approval
iExpences, Vision Services (USA)
Payables, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch
x 11 inch, Black

Oracle Business Models: Demo Scenarios

N/A

What Instance Can I use?

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return 108

108

Budget to Bill
Project Expenditures

Project Budgeting
PM5827
PM5827

PM5830
PM5830

Define
Define
Project
Project
Budget
Budget

PM5842
PM5842

Manage
Manage
Project
Project
Budget
Budget

The Project manager


creates the project
budget and submits for
management approval.

Consultants working on
the Acme project
submit timecards.

The financial analyst


approves the final
budget.
Costs can now be
collected against the
contract project and the
project is now officially
kicked off.

Project Expenditures
PM5852
PM5852

Enter
Enter Project
Project
Inventory
Inventory
Expenditures
Expenditures
The project manager
issues material out of
inventory to be used on
the Acme project.

PM5851
PM5851

PM5845
PM5845

Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures

Enter
Enter Project
Project
Supplier
Supplier Invoice
Invoice
Expenditures
Expenditures

Enter
Enter Project
Project
Exp
Exp Report
Report
Expenditures
Expenditures
Consultants working on
the Acme project
submit travel related
expenses.

Consultants purchase
computer supplies to be
used on the project.
Supplier invoice is
submitted to Accounts
Payable.

Project Billing
PM5858
PM5858

Process
Process
Project
Project
Allocations
Allocations
The project manager
distributes
administrative overhead
allocation charges to
the Acme project.

PM5859
PM5859

Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources
The project manager
processes charges from
consultants in its
Japan subsidiary to
the Acme project.

PM5866
PM5866

Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition
The financial analyst
kicks off procedures for
generating revenue.
Revenue is calculated,
General Ledger account
distributions are
generated and funding
balances are updated.

PM5869
PM5869

Manage
Manage
Project
Project
Invoices
Invoices
The financial analyst
kicks off procedures for
generating invoices.
Bill amounts are
calculated, invoices are
formatted for printing and
posting and funding
balances are updated.

Roles
Project Manager

Flow
Value
Statement
Demo Scripts

Financial Analyst
Consultant

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

109

Return

Budget to Bill

Business Flow Value Statement

What does it cover?

Who is affected?

Enter Project Budgets

Enter Expenditures: Timecards, Expense


Reports and Purchase Orders

Generate Revenue

Create Draft Invoices

Project Manager
Project Administration
Project Team Member

Modules Licensed

Where is the ROI?

Project Costing
Project Billing
iTime
iExpense
Optional: PO, Financials

Reduce time and expense processing


Reduce unaccounted time
Reduce revenue leakage
Increase Project effectivness
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return 110

110

Budget to Bill

Demo Script

Which demo scripts map to this flow?


Project Management: Budget to Bill

Key Data

Script Combinations

Org = Vision Services


Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Management, Staffing Manager, Vision Services (USA)
iProcurement, Services (USA)
Payables, Vision Operations (USA)
OTL Self Service
Mass Timecard Approval
iExpences, Vision Services (USA)
Payables, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch x
11 inch, Black

Oracle Business Models: Demo Scenarios

N/A

What Instance Can I use?

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return 111

111

Budget to Cost Management


Project Expenditures

Project Budgeting
PM5827
PM5827

Define
Define
Project
Project
Budget
Budget
The project manager
creates the project
budget and submits for
management approval.

PM5830
PM5830

PM5842
PM5842

Manage
Manage
Project
Project
Budget
Budget

Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures

The financial analyst


approves the final
budget.
Costs can now be
collected against the
indirect project and the
project is now officially
kicked off.

An organization has
launched an internal
R&D project.
Consultants working on
the R&D project submit
timecards.

PM5845
PM5845

Enter
Enter Project
Project
Exp
Exp Report
Report
Expenditures
Expenditures
Consultants working on
the R&D project submit
travel related expenses.

PM5851
PM5851

Enter
Enter Project
Project
Supplier
Supplier Invoice
Invoice
Expenditures
Expenditures
Consultants purchase
computer supplies to be
used on the project.
Supplier invoice is
submitted to Accounts
Payable.

Project Expenditures
PM5852
PM5852

Enter
Enter Project
Project
Inventory
Inventory
Expenditures
Expenditures
The project manager
issues material out of
inventory to be used on
the R&D project.

PM5859
PM5859

PM5858
PM5858

Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources

Process
Process
Project
Project
Allocations
Allocations
The project manager
distributes
administrative overhead
allocation charges to
the R&D project.

The project manager


processes charges from
consultants in its Japan
subsidiary to the R&D
project.

Roles
Project Manager
Financial Analyst

Flow
Value
Statement
Demo Scripts

Consultant

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

112

Return

Budget to Cost Management

Business Flow Value Statement

What does it cover?

Who is affected?

Enter Project Budgets

Enter Expenditures: Timecards, Expense


Reports and Purchase Orders

Check Project Performance

Project Manager
Project Administration

Modules Licensed

Where is the ROI?

Project Costing
Project Billing
iTime
iExpense
optional PO

Reduce time and expense processing


Improve business understanding
Reduce administrative cost
Increase Project effectivness
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return 113

113

Budget to Cost Management

Demo Script

Which demo scripts map to this flow?


Project Management: Budget to Cost Management

Key Data

Script Combinations

Org = Vision Services


Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran),
BPALMER (Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Management, Staffing Manager, Vision Services (USA)
iProcurement, Services (USA)
Payables, Vision Operations (USA)
OTL Self Service
Mass Timecard Approval
iExpences, Vision Services (USA)
Payables, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch

N/A

What Instance Can I use?

11i8

x 11 inch, Black

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return 114

114

Budget to Assets
Project Budgeting
PM5827
PM5827

Project Expenditures
PM5830
PM5830

PM5842
PM5842

PM5854
PM5854

PM5845
PM5845

Define
Define
Project
Project
Budget
Budget

Manage
Manage
Project
Project
Budget
Budget

Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures

The project manager


creates the project
budget and submits for
management approval.

The financial analyst


approves the final
budget.
Costs can now be
collected against the
capital project and the
project is now officially
kicked off.

The organization is
building a new call
center.
Consultants working on
the call center project
submit timecards.

Enter
Enter Project
Project
Capital
Capital Asset
Asset
Expenditures
Expenditures

Enter
Enter Project
Project
Exp
Exp Report
Report
Expenditures
Expenditures
Consultants working on
the call center project
submit travel related
expenses.

The organization
purchases capital
equipment to be used on
the project.
Asset related invoice is
submitted to Accounts
Payable.

Project Expenditures
PM5852
PM5852

Enter
Enter Project
Project
Inventory
Inventory
Expenditures
Expenditures
The project manager
issues material out of
inventory to be used on
the call center project.

PM5859
PM5859

PM5858
PM5858

Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources

Process
Process
Project
Project
Allocations
Allocations
The project manager
distributes
administrative overhead
allocation charges to
the call center project.

The project manager


processes charges from
consultants in its Japan
subsidiary to the call
center project.

PM5864
PM5864

Manage
Manage
Project
Project
Assets
Assets
The project manager
creates and assigns
project assets.

Refer to Assets to
Depreciation
in Accounting to
Financial Reports Flow

Roles
Project Manager
Financial Analyst

Flow
Value
Statement
Demo Scripts

Consultant

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

115

Return

Budget to Assets

Business Flow Value Statement

What does it cover?

Who is affected?

Enter Project Budgets

Enter Expenditures: Timecards, Expense


Reports and Purchase Orders

Interface Project Lines to Fixed Assets


(Refer to Assets to Depreciation Flow in Fast

Project Manager
Project Administration

Forward Flows for Financial Management)

Modules Licenced

Where is the ROI?

Project Costing
Project Billing
iTime
iExpense
Fixed Assets

Reduce time and expense processing


Improve business understanding
Reduce administrative cost
Increase Project effectivness
Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Return 116

116

Budget to Assets

Demo Script

Which demo scripts map to this flow?


Budget to Assets

Key Data

Script Combinations

Org = Vision Services

N/A

User = SERVICES (Amy Marlin)


Responsibility = Projects, Vision Services (USA)

What Instance Can I use?

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

Return 117

117

Lead to Opportunity

Business Flow

Campaign to Lead
Inbound Call to Lead
Outbound Call to Lead
Execute Campaign to Direct Mail and Advertising
Execute Campaign to Email
Execute Campaign to Event
Execute Campaign to Telesales
Execute Campaign to Web

SL7022
SL7022

SL7023
SL7023

Generate
Generate
Automated
Automated
Lead
Lead

SL7192
SL7192

Assign
Assign
Lead
Lead

SL7168
SL7168

Contact
Contact
Lead
Lead

Determine
Determine
Product
Product
Interest
Interest

Capture Lead
information as a result
of Sales initiatives.

Present and
determine the product
with the Lead.

KPI
Review and assign
previously generated
sales leads.

Use the Automated


Lead Routing for all
leads having enough
info.

SL7173
SL7173

SL7171
SL7171

SL0773
SL0773

KPI

SL0776
SL0776

Qualify
Qualify
and
and Score
Score
Lead
Lead

Qualify leads based on


the criteria set for an
"opportunity" that the
company may invest in.

Assign
Assign
Opportunity
Opportunity to
to
Partner
Partner

SL7170
SL7170

Convert
Convert
Lead
Lead To
To
Opportunity
Opportunity

Assign
Assign
Opportunity
Opportunity

Verify that the lead


has emerged as a real
opportunity, and that
the opportunity should
be pursued.

Assign an
opportunity to one of
the potential actor
and/or channel.

YES
Partner
Channel
?

Monitor
Monitor
Partner
Partner
Opportunity
Opportunity
Management
KPI Management

Assign a Partner to
an opportunity that has
been listed in the
Partner Channel.

Check all the opportunity


information collected and
sent by the Sales Org and
manage the opportunity.

NO
MK7124
MK7124

KPI

MK7158
MK7158

Manage
Manage
Event
Event
Registration
Registration

Send
Send
Product
Product
Collateral
Collateral

Capture attendees for the


event. Register Lead for
Event.

Sending product
collateral and other sales
information.

SL7172
SL7172

Manage
Manage
Opportunity
Opportunity

Opportunity to Order
Opportunity to Forecast to Management Rollup

KPI

Flow
Value
Statement
Demo Scripts

The process of
contacting, updating all the
opportunity information
collected after this Sales
contact

Enterprise Roles

Outside Roles
Partner

Sales Representative
Sales Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Alliances Manager
Telesales Agent

System Automated

118

Return

Lead to Opportunity

Business Flow Value Statement

What does it cover?

Who is affected?

Sales Rep is Informed about New Lead


Qualification of Prospect/Lead
Convert Lead to Opportunity
Manage Opportunity

Sales Teams
Sales Management
Alliances Team
Marketing

Where is the ROI?

Modules Licensed

Increased Revenue; less loss of prospect


in the qualification process
Better Qualification
Reduce Time (automated Qualification)
Higher Employee Satisfaction in
collecting and getting correct Customer
data

Oracle Business Models: Demo Scenarios

Sales Online

Copyright Oracle Corporation, 2002. All rights reserved.

119

Return

Lead to Opportunity

Demo Script

Which demo scripts map to this flow?


Lead to Opportunity

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

120

Return

Opportunity to Forecast to Management Rollup

SL7174
SL7174

SL7178
SL7178

Compare
Compare
Subordinate
Subordinate
Pipeline
Pipeline To
To Forecast
Forecast
The process of
receiving all the
Forecast submitted by
the Sales Reps,
(subordinate) and
comparing it with the
Management figures

SL7175
SL7175

Review
Review
Pipeline
Pipeline

Lead to Opportunity

Business Flow

KPI

KPI

The process of
capturing Opportunity
information and
reviewing the activities
linked to it

The process of
preparing a first
Forecast Baseline
based on the
information collected
and the Sales Rep
objectives

SL7179
SL7179

SL7176
SL7176

Generate
Generate
Baseline
Baseline
Forecast
Forecast

Maintain
Maintain
Forecast
Forecast

The process of modifying


an Aggregate Forecast, or
an Opportunity Forecast, or
a Product Family Forecast

SL7180
SL7180

Generate
Generate
Final
Final
Forecasts
Forecasts

SL7181
SL7181

Accept
Accept
Forecast
Forecast

The process of
modifying and generating
the final Aggregate
Forecast, Opportunity
Forecast, and Product
Family Forecast

Rollup
Rollup
Forecast
Forecast

The process of
verifying the
consistency and
possibility of the
management Forecast

The process of rolling


up the Forecasts

SL7177
SL7177

Submit
Submit
Forecast
Forecast

The process of
submitting the
Forecast to his/her
manager for review
and consolidation

SL7177
SL7177

Submit
Submit
Forecast
Forecast

The process of
submitting the
Forecast to his/her
manager for review
and consolidation

Sales Force Planning


Insight to Campaign Plan
Enterprise Roles

Flow
Value
Statement
Demo Scripts

Sales Representative
Sales Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

121

Return

Opportunity to Forecast to Management Rollup Business Flow Value Statement

What does it cover?

Who is affected?

Create or receive opportunities assigned to a


sales rep

Maintain pipeline information and product


category based aggregated forecast values

Forecast values and rollup periodically though


hierarchy online

Rollup forecast to next level and submit

Sales Force
Sales Management

Where is the ROI?

Modules Licensed

Increase customer facing sales time,


revenue contribution
reducing forecast effort dramatically
forecast transparency and accuracy
through online drilldown and rollup

Oracle Business Models: Demo Scenarios

Sales On Line

Copyright Oracle Corporation, 2002. All rights reserved.

122

Return

Opportunity to Forecast to Management Rollup

Demo Script

Which demo scripts map to this flow?


Opportunity to Forecast to Management Rollup

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

123

Return

Shopping Cart to Contract

Business Flow

Web Prospect to Shopping Cart

SL7365
SL7365

View/Receive
View/Receive
Discounts
Discounts &
&
Promotions
Promotions
Customer views
discounts &
promotions on
appropriate items in
cart.

SL7148
SL7148

Initiate
Initiate
Checkout
Checkout

The process of the


customer initiating
checkout, entering
password, financial
information and
shipping information

Customer
Needs
Assistance

CM7090
CM7090

Yes

No

Customer
Accepts
Pricing
& Contract
terms

Request
Request
Web
Web Callback
Callback

Opportunity to Order

Customer requests a
callback from either
a Sales or Service
agent who can
answer questions or
give assistance.

SL0790
SL0790

No

Negotiate
Negotiate
Pricing,
Pricing,
Discounts
Discounts
&Terms
&Terms

SL0794
SL0794

Maintain
Maintain
Contract
Contract
M

The process of
determining pricing
and discounting of
products or services
during the quote
process.

Yes

The process of managing


the variations and/or changes
from the terms and
conditions of the contract
over the life of the contract by
any of the parties bound by
the contract.

SL0793
SL0793

Approve
Approve
Contract
Contract
Customer
reviews
contract
terms and
approves.

Flow
Value
Statement
Demo Scripts

Order to Status Inquiry

Enterprise Roles
Contract Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Outside Roles
Customer

124

Return

Shopping Cart to Contract

Business Flow Value Statement

What does it cover?

Who is affected?

Assemble and manage shopping carts


Provide presales/transactional support
Support B2B & B2C shopping models
Customers place purchase based on
contractual terms, conditions, and pricing

Customer
Prospect
Contract Manager
Sales Representative

Where is the ROI?

Modules Licensed

Decrease sales cycle cost and time


Increase order accuracy to 99% or better
Serve broad range of customers
Reduce shopping cart abandonment

Oracle Business Models: Demo Scenarios

iStore
Contracts (Core, Sales)
Interaction Center
Technologies

Copyright Oracle Corporation, 2002. All rights reserved.

125

Return

Shopping Cart to Contract

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Service Request to Entitlement


Order to Status Inquiry
Opportunity to Order
KnowledgeBase Search to Result
Web Service Request to Escalation
Forum Posting to Response
Install Base Update to Product Return
Email Inquiry to Response

CS7037

KPI

Validate
Validate
Customer
Customer
Records
Records

Gather information about


individual or business
Verify that information is
current

Business Flow
CS7036

SL7207
SL7207

Log
Log into
into
Interaction
Interaction
Center
Center Systems
Systems

KPI

The process of logging


into Teleservice
application and
interaction center work
queue.

Transfer
Ownership?

Review Installed Base for


customers product
information
Verify Product Order (if
subject of Billing Inquiry)

Process of receiving
an automated screen
pop and Telesales
script from CTI.

Receive inbound
customer call
Log into application,
check work queue
Receive inbound call
or customer service
request
Receive an
automated screen pop
via CTI

CS7041

Review
Review
Install
Install
Base
Base

SL7156
SL7156

Receive
Receive
Screen
Screen Pop
Pop
and
and Script
Script

Receive
Receive
Service
Service
Contact
Contact

yes

no

CS1411

Maintain
Maintain
Customer
Customer
Installed Base
Base
KPI Installed
Transfer Installed Base
ownership

CS7039
CS7039

CS7042
CS7042

Verify
Verify
Entitlement
Entitlement
Review customer warranty
information
Determine the level and
type of service available to
the customer

KPI

Enter
Enter
Service
Service
Request
Request

Service Entitlement to Resolution

Define Contact Reason


Create Service Request
Assign SR to Resource
Create Tasks

Flow
Value
Statement
Demo Scripts

Enterprise Roles
Customer Service Representative
Customer Service Manager

Oracle Business Models: Demo Scenarios

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Service Request to Entitlement

Business Flow Value Statement

What does it cover?

Who is affected?

Inbound call center business process


integrated out of the box

Track service requests

Verify service entitlement

Customer
Customer Service

Where is the ROI?

Modules Licensed

Reduce cost of service by increasing


customer service productivity
Eliminate revenue leakage from providing
enentitled service

Oracle Business Models: Demo Scenarios

Teleservice
Advanced Inbound (Option)

Copyright Oracle Corporation, 2002. All rights reserved.

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Service Request to Entitlement

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Author to Sign Sales Contract

SL1432

Enter
Enter
Sales
Sales
Contracts
Contracts
Create Contract from Existing
Contract, Template, or Quote
Add Contract Parties

Business Flow

SL7166

Review
Review
Contract
Contract For
For
QA
QA Compliance
Compliance
Define quality guidelines
for Contract QA
Run QA check for every
contract

SL0793

Approve
Approve
Contract
Contract
Manage approvals from company
signatories

SL7032

Sign
Sign
Contract
Contract

Complete contract terms &


conditions
Communicate contract terms
& service level objectives.

Customer Invoice to Cash

Enterprise Roles
Contract Agent

Flow
Value
Statement
Demo Scripts

Contract Manager

Oracle Business Models: Demo Scenarios

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Author to Sign Sales Contract

Business Flow Value Statement

What does it cover?

Who is affected?

Author Contracts using copy, versions, or


templates
Contract versioning and change control
Contract Quality Assurance checking
Workflow approvals

Contracts Managers
Sales Teams
Admin Teams

Where is the ROI?

Modules Licensed

Increase productivity through streamlined,


standardized contract processes
Reduce administrative costs
Reduce risk of contract errors
Accurate Bills
More profitable contracts
Faster contract turnaround/Faster time to market
Reduce cost of maintaining inconsistent contracts
(e.g., global pricing errors)

Oracle Business Models: Demo Scenarios

Sales Contracts

Copyright Oracle Corporation, 2002. All rights reserved.

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Author to Sign Sales Contract

Demo Script

Which demo scripts map to this flow?


Author to Sign Sales Contract

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Author to Sign Service Contract

SL7031

Enter
Enter
Service
Service
Contracts
Contracts
Create Contract from Existing
Contract, Template, or Quote
Add Contract Parties etc

Business Flow

OF1037

CS0827

Define
Define Contract
Contract
Renewal
Renewal Triggers
Triggers

KPI

Define Renewal Rules


RePricing Rules
Billing Rules

SL7166

Apply
Apply
Customer
Customer Receipts
Receipts
-- Credit
Credit Card
Card
Enter Credit Information

SL0793

Approve
Approve
Contract
Contract
Manage approvals from company
signatories

Review
Review
Contract
Contract For
For
QA
QA Compliance
Compliance
Define quality guidelines
for Contract QA
Run QA check for every
contract

SL7032

Sign
Sign
Contract
Contract

Customer Invoice to Cash

Complete contract terms &


conditions
Communicate contract terms
& service level objectives.

Enterprise Roles

Flow
Value
Statement
Demo Scripts

Contract Agent
Contract Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Author to Sign Service Contract

Business Flow Value Statement

What does it cover?

Who is affected?

Author service contracts /warranties


Contract versioning and change control
Business rules for billing, payments terms, etc.
Contract Quality Assurance checking
Workflow approvals

Customer
Contract Manager
Customer Service Manager

Where is the ROI?

Modules Licensed

Increase productivity through streamlined,


standardized contract processes
Increase customer satisfaction by better managing
service level agreements
Eliminate penalty costs from contract non
performance
Reduce administrative costs
Accurate Bills
More profitable contracts
Faster contract turnaround/Faster time to market
Reduce cost of maintaining inconsistent contracts

Oracle Business Models: Demo Scenarios

Service Contracts

Copyright Oracle Corporation, 2002. All rights reserved.

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Author to Sign Service Contract

Demo Script

Which demo scripts map to this flow?


Author to Sign Service Contract

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Change or Terminate Contract

Business Flow

Author to Sign Contract


Author to Sign Service Contract
yes
SL0794

Contract
Change
(vs. Terminate)?

no

Chan
ge
Cont
ract

Maintain
Maintain
Contract
Contract
submit Change Request
Obtain Approval
Create Contract Version

SL7033

Terminate
Terminate
Contract
Contract
KPI
Record Termination Reason
Communicate contract terms &
service level objectives

CS7060

SL7166

Review
Review
Contract
Contract For
For
QA
QA Compliance
Compliance
Define quality guidelines
for Contract QA
Run QA check for every
contract

Manage
Manage
Contract
Contract
Changes
Changes
Update the contract with any
product changes, service level
agreements, and new
effective/expiration dates

CS0828

Notify
Notify
Parties
Parties of
of
Customer
Customer Change
Change

Customer Invoice to Cash

Notify sales reps and others of


important change in customer status
or disposition

Flow
Value
Statement
Demo Scripts

Enterprise Roles
Contract Agent

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Change or Terminate Contract

Business Flow Value Statement

What does it cover?

Who is affected?

Automates Contract termination process


Complete contracts change process
Version Management
Automated notification to Sales rep
Approval Management via workflow
Automatic quality assurance check

Contracts Managers
Contracts Administrators
Sales Teams

Where is the ROI?

Modules Licensed

Reduced contract administration labor


costs
Reduce liability and penalties due to
contract errors
Reduce lost revenue from contract
expirations
Reduce revenue leakage from billing
inaccuracies
Oracle Business Models: Demo Scenarios

Sales Contracts
Service Contracts

Copyright Oracle Corporation, 2002. All rights reserved.

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Change or Terminate Contract

Demo Script

Which demo scripts map to this flow?


Change Service Contract
Terminate Service Contract

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Expiring Contract to Renewal

Business Flow

CS7059

CS0827

Define
Define Contract
Contract
Renewal
Renewal Triggers
Triggers

Manual
Renewal?

KPI

Define Renewal Rules, Re


Pricing Rules, Billing Rules
Select Contracts
Execute Renewal Rules
AutoNotify Sales Rep

NO

YES

CS0828

Identify
Identify
Contracts
Contracts
For Renewal
Renewal
KPI For

CS7060

Notify
Notify Parties
Parties
of
of Customer
Customer
Change
Change
KPI

Manage
Manage
Contract
Contract
Changes
Changes

Contact the customer


regarding the renewal of the
service contract and discuss
the contract details.

Determine which
contracts are expiring and
are eligible for renewal

Update the contract with any


product changes, service level
agreements, and new
effective/expiration dates

SL7166

CS7061

SL7032

Review
Review
Contract
Contract for
for
QA
QA Compliance
Compliance

Approve
Approve
Contract
Contract
Renewal
Renewal

Sign
Sign
Contract
Contract

Define quality guidelines


for Contract QA
Run QA check for every
contract

Expiring Contract to Renewal

Manage approvals from


company signatories

Complete contract terms &


conditions
Communicate contract terms
& service level objectives.

CS7062

Renew
Renew
Contract
Contract

Customer Invoice to Cash

KPI

Flow
Value
Statement
Demo Scripts

Create and/or update new


contract
Obtain customer's
authorization.
Notify Sales Rep
OR
Automatically create new
contract
Notify customer

Enterprise Roles
Contract Agent
Contract Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Expiring Contract to Renewal

Business Flow Value Statement

What does it cover?

Who is affected?

Automatic or manual renewal of contracts


Automatic application of billing & payment
rules
Automatic notification to Sales of expiring
contract
Manage approvals via workflow
Automatic quality assurance check

Sales Teams
Contracts Managers
Admin Teams

Where is the ROI?

Modules Licensed

Increase revenue stream from contract


renewals
Improved Customer Satisfaction
Reduce losses due to billing and payment
errors
Reduce administrative costs of tracking
and renewing contracts

Oracle Business Models: Demo Scenarios

Sales Contracts
Service Contracts

Copyright Oracle Corporation, 2002. All rights reserved.

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Expiring Contract to Renewal

Demo Script

Which demo scripts map to this flow?


Auto-Renewal of Service Contract

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Forecast to Plan

Business Flow
PF1967
PF1967

Design to Release
Customer Collaboration to Consensus Forecast
Supplier Collaboration to Supplier Commitment
Opportunity to Forecast to Management Rollup

KPI

PF2011
PF2011

Collect
Collect
Forecast
Forecast
Data
Data

Collect Historical
Sales and Shipments
Data to use for
statistical forecasts.

PF1962
PF1962

Collect
Collect
Supply
Supply
Variability
Variability Data
Data

KPI

Collect historical suppler


performance data from
all relevant sources and
translate into compatible
format.

PF3002
PF3002

Adjust
Adjust
Plan
Plan
Make manual
adjustments to the
plan based on plan
review and new
information

PF1963
PF1963

PF3003
PF3003

Run the plan in


simulation mode with
revised constraints to
model potential solutions
to limitations.

Flow
Value
Statement
Demo Scripts

KPI

Run
Run
Production
Production
Plan
Plan

Launch Production
Plan

Customer Collaboration to Consensus Forecast


Supplier Collaboration to Supplier Commitment

PF3001
PF3001

Plan
Plan
NonMRP
NonMRP
Material
Material

PF2039
PF2039

Analyze
Analyze
Plan,
Plan, KPIs
KPIs
and
Exceptionsx
and
Exceptionsx
KPI
Analyze Plan, KPIs,
exception messages
and counts prior to
releasing orders from
the plan

Implement
Implement
Revised
Revised
Constraints
Constraints

Enterprise Roles
Plan to Schedule
Requisition to Receipt Direct

Plan nonMRP planned


materials using Kanban
planning, MinMax
Planning, Reorder point,
cycle counts, etc..

Oracle Business Models: Demo Scenarios

Define the parameters


for forecast
consumption and
consume forecast.

Implement the revised


constraints based on
the collaboration
results.

Collaborate with
internal and external
parties to agree on
revised constraints.

KPI

PF2028
PF2028

Manage
Manage
Production
Production
Forecast
Forecast

PF3005
PF3005

PF3004
PF3004

Collaborate
Collaborate
on
on Revised
Revised
Constraints
Constraints

PF2040
PF2040

Release the
production schedule
to work areas and
procurement.

PF2038
PF2038

Calculate for all


locations where items
have maintained
safety stock levels.

Release
Release
Schedule
Schedule
KPI

Review forecasts on a
regular basis and
revise as needed.

Generate statistical
forecast based on
sales and shipment
history.

Generate
Generate
Item
Item Safety
Safety
Stock
Stock Levels
Levels

KPI

Simulate
Simulate
with
with Revised
Revised
Constraints
Constraints

Achieve
Achieve
Consensus
Consensus
Forecast
Forecast
KPI

PF1966
PF1966

Collect
Collect
Demand
Demand
Variability
Variability Data
Data

Collect demand data


including forecast
confidence levels
from all relevant
sources.

PF2021
PF2021

Generate
Generate
Sales
Sales
Forecast
Forecast

Copyright Oracle Corporation, 2002. All rights reserved.

Planner
Demand Planner
Demand Manager
Inventory Planning Manager

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Forecast to Plan

Business Flow Value Statement

What does it cover?

Who is affected?

Achieve consensus forecast


Provide collaborative planning,
forecasting and replenishment
Enable holistic planning and optimization
Produce single plan creation for tactical,
long, and short term planning
Improve asset utilization

Trading Partners
(Customers, Suppliers,
Third Party Contractors)
Planners
Sales
Marketing
Point of Sale

Where is the ROI?

Modules Licensed

Improved Delivery Performance


Reduced Inventory Levels
Reduced Planning Cycle Times

Oracle Business Models: Demo Scenarios

Supply Chain Planning:


Advanced Supply
Chain Planning
Inventory Optimization
Global Order Promising
Demand Planning
Supply Chain
Intelligence

Copyright Oracle Corporation, 2002. All rights reserved.

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Forecast to Plan

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Design to Release

Business Flow

Concept to Profitability
PD0628
PD0628

PD1096
PD1096

Develop
Develop
Detailed
Detailed
Design
Design
An Engineer puts together
design information
detailing the item and its
characteristics..

PD0647
PD0647

Estimate
Estimate
Product
Product
Costs
Costs
The Cost Accountant
develops a cost
estimate using
material and labor
costs.

PD1091
PD1091

Request
Request
ECO
ECO
Any user can request
that an Engineering
Change Order (ECO)
be used to control the
evaluation process.

PD0646
PD0646

Manage
Manage
Product
Product
Data
Data Design
Design
An Engineer releases
the Item, BOM and
Routing to
Manufacturing

PD1288
PD1288

Develop
Develop
ECO
ECO
The Engineer creates
an ECO and assigns
a review/approval
process.

PD1160
PD1160

Maintain
Maintain
Item
Item
Master
Master

Maintain
Maintain
Routings
Routings

An Engineer creates
an Engineering Item
for others review &
evaluation

An Engineer
develops the
processes to be used
in manufacturing,
including resources.
PD7140
PD7140

FM0522
FM0522

Manage
Manage
Std
Std Product
Product
Cost
Cost Definition
Definition
For purchased Items set
Standard Costs
For Assembly Items
Rollup Item Costs

PD1092
PD1092

Assign
Assign
Product
Product
To
To Inv
Inv //
Shipping
Shipping Org
Org
Assign Product to
Inventory & Shipping
Organizations as part of
new product intro

PD0634
PD0634

Evaluate
Evaluate
ECO
ECO

Manage
Manage
Effectivity
Effectivity
Date
Date Control
Control

Each Reviewer can see


all Product (Item, Bill,
Routing) data.
Each Reviewer has the
opportunity to approve
or reject the ECO.

Effectivity of new
components can be
defined as a function of
calendar dates, or of
obsolete component
depletion.

PD1098
PD1098

Maintain
Maintain
Bills
Bills of
of
Material
Material
An Engineer creates a
list of components to
be used in
manufacturing the
item.

FM0520
FM0520

Review
Review
Cost
Cost
Information
Information
Review and confirm
standard costs and
standard cost
adjustments

PD1095
PD1095

Implement
Implement
ECO
ECO

Approved ECOs are


implemented
according to effectivity
dates

Enterprise Roles
Forecast to Plan
Plan to Schedule
Schedule to Build (Discrete)
Concept to Profitability

Flow
Value
Statement
Demo Scripts

Engineer
Employee
Cost Accountant

Oracle Business Models: Demo Scenarios

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Design to Release

Business Flow Value Statement

What does it cover?

Who is affected?

Knowledge management
Design collaboration
Process integration
Process improvement

Manufacturing, Purchasing,
Planning, Order
Management, Service
Engineering
Marketing
Customers
Suppliers

Where is the ROI?

Modules Licensed

Reduced development cycle time and


cost
Reduced ECO cycle time
Increased product and process reuse
Decreased time to find product
information
Decreased time spent on
travel/communication
Oracle Business Models: Demo Scenarios

Product Lifecycle
Management (Product
Development, CADView
3D)
Projects
Sourcing
Purchasing Intelligence

Copyright Oracle Corporation, 2002. All rights reserved.

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Design to Release

Demo Script

Which demo scripts map to this flow?


Design to Release

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Analyze to Agreement

Business Flow

PR0131
PR0131

Analyze
Analyze
Sourcing
Sourcing
Requirements
Requirements

KPI

Identify strategic
sourcing
opportunities.
Collect aggregate
demand for specific
sourcing
requirements.

PR0135
PR0135

KPI

Select Suppliers to
fulfill sourcing
requirements.

PR0132
PR0132

KPI

Evaluate
Evaluate
and
and Award
Award
Negotiations
Negotiations

Collect and evaluate


Responses to award
the contract or
agreement.

Negotiate
Negotiate
and
and Select
Select
Suppliers
Suppliers

PR0136
PR0136

KPI

Develop
Develop
Legal
Legal Terms
Terms
&
& Conditions
Conditions

Develop business
agreement between
enterprise and
Suppliers.

PR0152
PR0152

Provide
Provide
Specifications
Specifications
and
and RFQ
RFQ
The process of
providing
specifications and
requests for quotation
to a supplier.

PR0139
PR0139

KPI

Manage
Manage
Supplier
Supplier
Pricing
Pricing

Receive RFX or
Quote from Supplier.
Negotiate incentives
and penalties with
suppliers as part of a
business agreement.
Qualify suppliers who
have submitted a bid
or quotation

PR0133
PR0133

Maintain
Maintain
Negotiated
Negotiated
Supplier
Supplier
Contract/Agreement
Contract/Agreement
Add, Modify or renew
negotiated
agreements as
necessary.
Agreements can be
purchase orders,
requisitions, blankets
or contracts.

Flow
Value
Statement
Demo Scripts

Requisition to Receipt Indirect


Requisition to Receipt Direct

Enterprise Roles

Outside Roles

Purchasing Manager

Supplier

Buyer

Oracle Business Models: Demo Scenarios

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Analyze to Agreement

Business Flow Value Statement

What does it cover?

Who is affected?

Complete sourcing business process


Integrated spend, supplier performance,
and productivity analysis
Support all negotiation types with robust
buyer and supplier tools
Multiattribute bidding and analysis

Suppliers
Buyers
Planners
Engineers
Purchasing Managers

Where is the ROI?

Modules Licensed

Increased number of sourced items and


use of contracts and agreements
Reduced unit price
Decrased sourcing cycles
Reduced time to market

Oracle Business Models: Demo Scenarios

Sourcing
Purchasing
Purchasing Intelligence
iSupplier Portal
Exchange Marketplace

Copyright Oracle Corporation, 2002. All rights reserved.

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Analyze to Agreement

Demo Script

Which demo scripts map to this flow?


Sourcing RFQ (High Level Integration Flow)
Sourcing Auctions (Detailed Sourcing Flow)

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Budgets to Approval

Business Flow

FM5876
FM5876

Import
Import
Budgets
Budgets
FM0483
FM0483

Define
Define
Budget
Budget Strategy
Strategy
&
& Approach
Approach

FM0487
FM0487

KPI

Prepare and record


budgets by department/
organization.

KPI
FM5875
FM5875

Define
Define &
&
Generate
Generate
Budget
Budget Allocations
Allocations

FM0489
FM0489

Maintain
Maintain
Budgets
Budgets

Receive budget data


from external system.

Update/modify budgets.

KPI

Consolidate
Consolidate
&
& Review
Review
Budgets
Budgets

Consolidate budgets
from all departments
and companies.
Review total budget.

FM0491
FM0491

Approve
Approve
Budgets
Budgets
KPI
Approve final budget
and communicate to
all departments and
companies.

Prepare and record


budgets by department/
organization.

Period End Close to Financial Reports

Enterprise Roles
Financial Analyst

Flow
Value
Statement
Demo Scripts

Director of Finance
VP of Finance

Oracle Business Models: Demo Scenarios

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Budgets to Approval

Business Flow Value Statement

What does it cover?

Who is affected?

Define budget strategy and approach


Import budget details from external
system or define and generate budget
allocations
Consolidate and approve budgets

Financial Analyst
VP of Finance
Director of Finance

Where is the ROI?

Modules Licensed

Reduce time to create budgets


Improve the tracking of detail budgets

Oracle Business Models: Demo Scenarios

Financials

Copyright Oracle Corporation, 2002. All rights reserved.

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Budgets to Approval

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Period End Close to Financial Reports 1/2


Bank Statement to Cash Reconciliation
Subledger Journals to Post
Assets to Depreciation
Intercompany Journals to Post
Budgets to Approval

Business Flow
FM1948
FM1948

Perform
Perform
WIP
WIP
Period
Period Close
Close
Activities required to
close Workin
Process and send
transactions to GL.

FM1018
FM1018

Perform
Perform
Accounts
Accounts
Payable
Payable
Period
Period Close
Close
Activities required to
close Accts Payable
and send transactions
to GL.

FM0507
FM0507

Import
Import
Journal
Journal
Entries
Entries
Import Journals from
subledger systems.

FM0511
FM0511

Post
Post
Journal
Journal
Entries
Entries
Journals are posted in
the General Ledger.

FM1913
FM1913

Perform
Perform
Purchasing
Purchasing
Period
Period Close
Close
Activities required to
close Purchasing and
send transactions to
GL.

FM1118
FM1118

Enter
Enter
Journal
Journal
Entries
Entries
Enter journals.

FM1121
FM1121

Reconcile
Reconcile
Accounts
Accounts

Reconcile all
subledgers to general
ledger.

FM1952
FM1952

Perform
Perform
Projects
Projects
Period
Period Close
Close
Activities required to
close Projects and
send transactions to
GL.

FM0506
FM0506

Define
Define
and
and Generate
Generate
Recurring
Recurring
Journal
Journal Entries
Entries
Journals for recurring
transactions are
generated.

FM1114
FM1114

Adjust
Adjust GL
GL
For
For Period
Period
Close
Close
Process adjusting
journal entries after
preliminary review of
balances.

Oracle Business Models: Demo Scenarios

FM1914
FM1914

FM1808
FM1808

Perform
Perform
Process
Process Mfg
Mfg
Period
Period Close
Close
Activities required to
close Process Mfg
and send transactions
to GL.

FM1915
FM1915

FM1045
FM1045

Perform
Perform
Inventory
Inventory
Period
Period Close
Close
Activities required to
close Inventory and
send transactions to
GL.

FM1042
FM1042

Perform
Perform
Fixed
Fixed Assets
Assets
Period
Period Close
Close

Perform
Perform
Accounts
Accounts
Receivable
Receivable
Period
Period Close
Close

Process
Process
Current
Current Period
Period
Transactions
Transactions

Activities required to
close Fixed Assets
and send transactions
to GL.

Activities required to
close Accts Receivable
and send transactions
to GL.

Activities required to
close remaining
subsystems and send
transactions to GL.

FM0510
FM0510

Process
Process
Reserves,
Reserves,
Reversals
Reversals &
&
Suspense
Suspense JEs
JEs
Reverse prior period
accruals, clear
suspense accounts,
and generate
reversing entries.

FM1116
FM1116

FM0494
FM0494

Process
Process
Allocations
Allocations
&
& Periodic
Periodic Entries
Entries

Revalue
Revalue
Balances
Balances

Journals for allocation


transactions are
processed.

Revalue foreign
currency balances to
recognize currency
gain/loss.

FM3209
FM3209

Enter
Enter
Elimination
Elimination
Entries
Entries
Creates elimination
entries within a
company.

Copyright Oracle Corporation, 2002. All rights reserved.

Continued on next
page
Enterprise Roles
Accountant

154

Return

Period End Close to Financial Reports 2/2

FM0493
FM0493

Continued from prior page

Business Flow

FM0495
FM0495

FM3225
FM3225

Translate
Translate
Foreign
Foreign
Currency
Currency

Consolidate
Consolidate
Sets
Sets of
of
Books
Books

Post
Post
Consolidation
Consolidation
Data
Data

Translate foreign
currency balances to
reporting currency.

Balances in child
books are transferred
to the consolidation
book.

The journals are


posted in the
consolidation books.

FM0511
FM0511

FM1917
FM1917

Post
Post
Journal
Journal
Entries
Entries

Close
Close
Period
Period

Posted elimination
entries.

Close the accounting


period to prevent
changes to final
balances.

FM1940
FM1940

Generate
Generate
Internal
Internal
Reports
KPI Reports
Internal financial
reports are generated,
distributed and
reviewed.

FM3209
FM3209

Enter
Enter
Elimination
Elimination
Entries
Entries
Creates elimination
entries between
companies.

FM1941
FM1941

Generate
Generate
External
External
Reports
Reports
External reports are
generated and
distributed.

Enterprise Roles

Flow
Value
Statement
Demo Scripts

Accountant
Accounting Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Period End Close to Financial Reports

Business Flow Value Statement

What does it cover?

Who is affected?

Process transactions from subledgers


Process recurring, reversal, reserve,
suspense, allocation and elimination
journals
Consolidate multiple companies
Internal and external reporting of
financial results

Accountant

Where is the ROI?

Modules Licensed

Reduce time associated with period end


close
Improve the accuracy of the financial
results

Oracle Business Models: Demo Scenarios

Financials

Copyright Oracle Corporation, 2002. All rights reserved.

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Period End Close to Financial Reports

Demo Script

Which demo scripts map to this flow?


Period End Close to Financial Reports

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Proposal to Project Contract

Business Flow

Opportunity to Forecast to Management Rollup

PM5770
PM5770

PM5773
PM5773

Enter
Enter
Proposal
Proposal
(Bid)
(Bid)

Approve
Approve
Proposal
Proposal
(Bid)
(Bid)

Analyze Requirements,
estimate project plan &
price to develop a
proposal of work.

PM5782
PM5782

Accept
Accept
Proposal
Proposal
(Bid)
(Bid)

PM5785
PM5785

Customer accepts the


proposal.

Review and approve


proposal.

PM5788
PM5788

Enter
Enter
Project
Project
Contract
Contract

Approve
Approve
Project
Project
Contract
Contract

Create contract using


proposal information
or standard template.
Adjust terms to match
agreement with
customer.

Sales manager
approves contract.
Legal approves
contract.

PM5776
PM5776

Issue
Issue
Proposal
Proposal
(Bid)
(Bid)
Submit Proposal to
customer.
Contract Agent tracks
proposal.

PM5791
PM5791

PM5779
PM5779

Review
Review
Proposal
Proposal
M
Review proposal with
customer.

PM5794
PM5794

Issue
Issue
Project
Project
Contract
Contract

Sign
Sign
Project
Project
Contract
Contract

Submit Contract to
customer.
Contract Agent tracks
contract.

Customer reviews,
changes, and accepts
contract.

PM5797
PM5797

Maintain
Maintain
Project
Project
Contract
Contract

Plan to Project Budget

Enterprise Roles
Sales Representative

Update contract based


on change requests
from customer.

Legal Council
Outside Roles

Flow
Value
Statement
Demo Scripts

Customer

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Contract Agent
Sales Manager

158

Return

Proposal to Project Contract

Business Flow Value Statement

What does it cover?

Who is affected?

Create, approve and issue proposal (bid)


Create, approve and issue project
contract

Sales Representative
Legal Council
Contract Agent
Sales Manager

Where is the ROI?

Modules Licensed

Streamline and shorten proposal cycle


time
Streamline and shorten project contract
cycle time
Reduce costs associated with
maintaining project contract

Oracle Business Models: Demo Scenarios

Contracts

Copyright Oracle Corporation, 2002. All rights reserved.

159

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Proposal to Project Contract

Demo Script

Which demo scripts map to this flow?


Proposal to Project Contract

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

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Plan to Project Budget

Business Flow
PM5803
PM5803

Define
Define
Project
Project
Charter
Charter

Proposal to Project Contract

PM5806
PM5806

An organization
defines their policies,
procedures and
requirements for all
types of projects.

Import Project
Plan?

YES

Define
Define
Project
Project
Scope
Scope

PM5809
PM5809

Project manager
creates a scope
statement for the
project.

Project manager
creates the project
schedule, defines
milestones and
resource requirements.

PM5812
PM5812

Define
Define
Project
Project
Plan
Plan
Project manager
creates the work plan
for the project.

PM5800
PM5800

Import
Import
Project
Project
Plan
Plan
PM5818
PM5818

NO

Define
Define
Project
Project
Schedule
Schedule

Define
Define
Project
Project
Details
Details

Project manager
imports project work
plan from external
system.
PM5815
PM5815

Develop
Develop Project
Project
Template
Template &
& Work
Work
Breakdown
Breakdown Structure
Structure

Project manager
defines and sets up
the project.

PM5819
PM5819

Define
Define
Project
Project
Charge
Charge Control
Control M
Project manager
defines and sets up
the project charge
control on the project.

PM5821
PM5821

Define
Define
Contract
Contract
Funding
Funding
Project manager
updates the existing
project with
agreement and
funding information.

Project manager selects the


appropriate project template
and defines the work
breakdown structure and
customer information.

PM5824
PM5824

Approve
Approve
Project
Project

Flow
Value
Statement
Demo Scripts

The project is
approved.

PM5827
PM5827

PM5830
PM5830

Define
Define
Project
Project
Budget
Budget
Project manager
creates the project
budget and requests
approval.

Manage
Manage
Project
Project
Budget
Budget

Project to Staffing

Financial analyst
approves final budget.
Cost and Revenue
estimates are
determined.

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Enterprise Roles
Project Manager
Financial Analyst

161

Return

Plan to Project Budget

Business Flow Value Statement

What does it cover?

Who is affected?

Define project charter, scope and


schedule
Import or build project plan
Define project charge control and
contract funding
Define project budget

Project Manager
Financial Analyst

Where is the ROI?

Modules Licensed

Reduce project plan cycle time.


Accurately record details and
commitments of project reducing cost of
project management turnover.

Oracle Business Models: Demo Scenarios

Projects

Copyright Oracle Corporation, 2002. All rights reserved.

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Plan to Project Budget

Demo Script

Which demo scripts map to this flow?


Plan to Project Budget

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

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Change to Assign Resources


Business
Flow

Project to Staffing
PM5728
PM5728

Plan to Project Budget

Create
Create
Staffing
Staffing
Requirement
Requirement
Create staffing
requirements for
project.

PM5734
PM5734

PM5737
PM5737

PM5749
PM5749

Evaluate
Evaluate
Resources
Resources

Assign
Assign
Resources
Resources

Approve
Approve
Resource
Resource
Assignment
Assignment

Project Manager
searches the available
resource list to
determine which
resources match to
project staffing
requirements. The
Project Manager also
evaluates matched
resources for fit .

Resource is reserved to
the staffing requirement
awaiting approval.

Resource Manager
(supervisor of
resource) approves
resource assignment.

PM5752
PM5752

Commit
Commit
Resources
Resources

Project Execution to Invoice / Asset


Utilization to Forecast

Project Manager &


Staffing Manager
assigns resources to
project and notifies
employee of
assignment.

Enterprise Roles
Project Manager
Staffing Manager
Employee

Flow
Value
Statement
Demo Scripts

Resource Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

164

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Project to Staffing

Business Flow Value Statement

What does it cover?

Who is affected?

Create staffing requirement


Search and evaluate available resources
Assign resources to projects
Review project staffing plan

Project Manager
Staffing Analyst
Employee (Resource)
Resource Manager

Where is the ROI?

Modules Licensed

Reduce costs associated with matching


resources to available projects
Increase resource utilization
Increase employee (resource) satisfaction
with project assignments

Oracle Business Models: Demo Scenarios

Projects

Copyright Oracle Corporation, 2002. All rights reserved.

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Project to Staffing

Demo Script

Which demo scripts map to this flow?


Project to Staffing

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Project Execution to Invoice / Asset


PM5857
PM5857

Project to Staffing
Time Collection to Payroll Processing
Expense Report to Invoice

PM5851
PM5851

PM5852
PM5852

Manage
Manage Project
Project
Supplier
Supplier Invoice
Invoice
Expenditures
Expenditures

YES
Billable
Project ?

NO

Adjust
Adjust Time
Time
After
After
Transfer
Transfer

Financial Analyst
distributes charges to
all projects.

The project manager


makes all necessary
time adjustments.

Project manager issues


material out of
inventory to be used on
the project.

Project manager
processes charges
from consultants in
other organizations.

PM5866
PM5866

Project manager
distributes
administrative overhead
allocation charges.

KPI

Financial Analyst
creates financial
transactions for all
projects.

PM5860
PM5860

Capital
Project ?

Financial Analyst creates


financial transactions for
all projects.

Project manager
adjusts expenditure
items prior to revenue
recognition.

Manage
Manage
Project
Project
Invoices
Invoices

Initiate invoice generation


process.
Customer bills are
calculated, funding balances
are updated and invoices are
sent to Receivables.
YES

NO

Customer Invoice to Cash


Analysis to Project Closure
Receipt to Asset
Analysis to Project Closure

PM5864
PM5864

Manage
Manage
Project
Project
Assets
Assets
Create and assign
project assets.
Generate asset lines to
interface to Assets.

Analysis to Project Closure

Oracle Business Models: Demo Scenarios

PM5863
PM5863

Manage
Manage Project
Project
Expenditure
Expenditure
Adjustments
Adjustments

PM5869
PM5869

Generate
Generate
Financial
Financial
Transactions
Transactions

KPI
Generate draft revenue;
adjust.
Generate final revenue,
account distributions
and update funding
balances.

Create project related


purchase requisitions
and purchase orders.

Process
Process
Project
Project
Allocations
Allocations

PM5860
PM5860

Manage
Manage
Project
Project
Revenue
Revenue Recognition
Recognition

PM5848
PM5848

Manage
Manage
Project
Project
Commitments
Commitments

PM5858
PM5858

Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources

Generate
Generate
Financial
Financial
Transactions
Transactions

Flow
Value
Statement
Demo Scripts

HR2122
HR2122

Process
Process
Project
Project
Expenditures
Expenditures

PM5859
PM5859

Manage
Manage Project
Project
Inventory
Inventory
Expenditures
Expenditures

Consultants purchase
computer supplies to be
used on the project.
Supplier invoice is
submitted to Payable.

Business Flow

Copyright Oracle Corporation, 2002. All rights reserved.

Enterprise Roles
Project Manager
Financial Analyst
Project Member

167

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Project Execution to Invoice / Asset

Business Flow Value Statement

What does it cover?

Who is affected?

Collect expenditures for time, expense,


commitments, supplier invoices,
inventory, and allocations
Generate revenue and create draft
invoices for billable projects
Track costs for internal projects
Create assets for capital projects

Project Member
Project Manager
Financial Analyst

Where is the ROI?

Modules Licensed

Reduce time and cost of expenditure


collection.
Reduce time to prepare project invoices
for customer.
Increase accuracy of capital project
costs.

Oracle Business Models: Demo Scenarios

Time and Labor


Employee
Projects

Copyright Oracle Corporation, 2002. All rights reserved.

168

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Project Execution to Invoice / Asset

Demo Script

Which demo scripts map to this flow?


Project Execution to Invoice/Asset

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Analysis to Project Closure

Business Flow

PM5833
PM5833

Project Execution to Invoice / Asset

Manage
Manage
Project
Project
Project manager
analyzes budget to
actual variances by
project, task or
resource.

PM5863
PM5863

Manage
Manage Project
Project
Expenditure
Expenditure
Adjustments
Adjustments
Project manager
makes all necessary
expenditure item
adjustments to the
project prior to the
period end close.

PM5839
PM5839

KPI

Review
Review
Project
Project
Performance
Performance

Project performance
information is gathered
and disseminated. This
includes status
reporting, progress
measurement and
forecasting.

Flow
Value
Statement
Demo Scripts

PM5873
PM5873

Close
Close
Project
Project

Project manager
gathers and
disseminates all
pertinent project
information prior to
project completion.
Project manager closes
the project.

Enterprise Roles
Project Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

170

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Analysis to Project Closure

Business Flow Value Statement

What does it cover?

Who is affected?

Manage project expenditures and


adjustments
Manage client deliverables
Manage status reports, project
milestones and forecasting
Analyse project actual to budget

Project Manager

Where is the ROI?

Modules Licensed

Improve project forecasts


Reduce project cost overruns
Improve client satisfaction

Oracle Business Models: Demo Scenarios

Projects

Copyright Oracle Corporation, 2002. All rights reserved.

171

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Analysis to Project Closure

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Insight to Campaign Plan (Page 1 of 2)

Business Flow

Opportunity to Forecast to Management Rollup


Marketing Strategy to Market Share
Concept to Release (Process)
Analytics to Insight
Concept to Profitability
Customer Feedback to Intelligence
Opportunity to Order
Order Receipt to Intelligence

MK7006
MK7006

MK0737
MK0737

Define
Define
Marketing
Marketing
Activity
Activity Plan
Plan

Measure
Measure
Marketing
Marketing
Activity
Activity Results
Results

KPI

MK7117
MK7117

Determine which
medium or channels
for campaign

MK7004
MK7004

Define
Define
Audience
Audience
Segments
Segments
Determine target
segments based on
results of Perform
Analytics

Process of developing
plans for marketing and
sales programs,
campaigns and events.

Define results views


Analyze results
Determine program,
medium and channel
effectiveness

Define
Define
Marketing
Marketing
Medium
Medium

MK7008
MK7008

MK7009
MK7009

Define
Define
Program
Program

Define
Define
Marketing
Marketing
Activity
Activity Budget
Budget

MK7116
MK7116

Create and approve


budget for a marketing
activity: programs,
campaign, or event.

MK7011
MK7011

Define
Define
Campaign
Campaign

M
Define the program:
products, target audience,
schedule, communications
plan, channels, required
collateral, responsibilities
and resources, metrics,
offers, campaigns and
events.

Define the campaign:


products, segments,
schedule, communications
plan, channels, required
collateral, responsibilities
and resources, metrics,
offers.

Define
Define
Marketing
Marketing
Objective/Message
Objective/Message

Determine campaign
objective and
message

MK0717
MK0717

Manage
Manage
Customer
Customer
Lists
Lists

A
M

Create lists of target


customers/prospects based
on specific marketing activity
objective, past results, and on
Analytics to Insight

Enterprise Roles
Marketing
Manager
VP of Marketing

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Insight to Campaign Plan (Page 2 of 2)

MK7015
MK7015

Manage
Manage
Marketing
Marketing
Activity
Activity Budget
Budget

MK7118
MK7118

Manage changes to
budget and revenue and
expense allocations to
budget.

Create
Create
Campaign
Campaign
Metrics
Metrics
Define metrics by which
campaign results will be
measured

Business Flow

MK0731
MK0731

Develop
Develop
Marketing
Marketing
Collateral
Collateral

MK7120
MK7120

Process of defining,
developing and
delivering marketing
and sales collateral.

Specify
Specify
Cross
Cross Sell
Sell and
and
Up
Up Sell
Sell Products
Products M
Defining the business
rules for up sell and
cross sell products
that may promoted
with offer

MK7005
MK7005

Define
Define
Promotions
Promotions

Defining offers and


promotions which
apply to products
based on marketing
tactics.

Execute Campaign to Event


Execute Campaign to Direct Mail & Advertising
Execute Campaign to Telesales
Execute Campaign to Web
Execute Campaign to Email
Concept to Profitability

Enterprise Roles

Flow
Value
Statement
Demo Scripts

Marketing Manager
VP of Marketing

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Insight to Campaign Plan

Business Flow Value Statement

What does it cover?

Who is affected?

Analyse, Prepare and Plan Campaigns

Automated budget Management

Create and manage targeted lists


(Targeted selections, Import and
DeDuplication)

More Efficient, higher velocity campaigns


from automated campaign planning and
execution

Marketing Manager
Marketers
IT Departments
CEO/CIO

Where is the ROI?

Modules Licensed

Improved Campaign Efficiency, higher


Marketing ROI
Tight Budget Control, lower variance
Cost Efficient Channel Usage
Improved marketing response rates
Reduced Cost to Acquire
Improved customer retention
Oracle Business Models: Demo Scenarios

OM, AOM, Discoverer

Copyright Oracle Corporation, 2002. All rights reserved.

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Insight to Campaign Plan

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Execute Campaign to Telesales

Business Flow

MK7103
MK7103

Insight to Campaign Plan


Concept to Profitability

MK7127
MK7127

Import
Import
Customer
Customer
Data
Data and
and Lists
Lists

Generate
Generate
Target
Target
List
List
Generate previously
created list in order to
execute a telesales
campaign

Process of importing
lists from multiple sources,
selecting target records
and loading records.

MK7155
MK7155

Load
Load
Leads
Leads

SL7017
SL7017

Develop
Develop
Sales
Sales
Interaction
Interaction
Scripts
Scripts

MK0731
MK0731

Process of
developing scripts to
be used for telesales
and telemarketing
campaigns.

Develop
Develop
Marketing
Marketing
Collateral
Collateral

Process of
defining, developing
and delivering
marketing and sales
collateral.

MK0737
MK0737

Measure
Measure
Marketing
Marketing
Activity
Activity Results
Results

Inbound Call to Lead


Concept to Profitability

KPI
Process of loading qualified
leads and customer records
from previous phases of
current campaign or previous
campaigns

Process of collecting,
reporting and analyzing
marketing activity results

Enterprise Roles

Flow
Value
Statement
Demo Scripts

Marketing Manager
Database Marketing Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Execute Campaign to Telesales

Business Flow Value Statement

What does it cover?

Who is affected?

Analyse, Prepare, Plan and Execute Call


Center Campaigns

Define Scripts

Define cross sell / upsell options

Budget Management

Create and manage targeted lists (Targeted


selections, Import and DeDuplication)

Marketing Manager
Marketers
IT Departments
CEO/CIO
Call Center Manager

Where is the ROI?

Modules Licensed

Improve Campaign Efficiency /Marketing ROI


Improved Marketing Response Rate
Improved Cross Sell Revenue
Improved agent productivity (number of quality
leads passed from call center agents,
Increased number of calls per day, improved
close rate on those increased calls, and
increased deal size on the increased calls)
Tight Budget Control
Cost Efficient Channel Usage
Oracle Business Models: Demo Scenarios

OMO, MI, AOMO,


Advanced Inbound,
Advanced Outbound,
Scripting

Copyright Oracle Corporation, 2002. All rights reserved.

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Execute Campaign to Telesales

Demo Script

Which demo scripts map to this flow?


Create and Execute Outbound Telemarketing Campaign with Scripting

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Execute Campaign to Web

Business Flow

MK7142
MK7142

MK7141
MK7141

Insight to Campaign Plan


Concept to Profitability

Create
Create
Web
Web
Content
Content

Create content to be
placed on Web

Generate previously
created list in order to
execute a telesales
campaign

MK0737
MK0737

MK7012
MK7012

Execute
Execute
Campaign
Campaign
KPI
Customer receives
marketing contact
either email, direct,
telesales, clicks on
banner add or goes to
Web site

MK7143
MK7143

Create
Create
Personalized
Personalized
Product
Product
Recommendations
RecommendationsM

Measure
Measure
Marketing
Marketing
Activity
Activity Results
Results

Define
Define Web
Web
Content
Content
Location
Location

MK7144
MK7144

Create
Create
Web
Web
Placement
Placement

Define the placement


for the Web Content
created

Create placement for


the Web Content
created

Concept to Profitability
Registration to User Access
Catalogue to Assembled Content
Web Prospect to Shopping Cart

Assess Campaign
results

Enterprise Roles
Marketing Manager

Flow
Value
Statement
Demo Scripts

Web Store Administrator

Oracle Business Models: Demo Scenarios

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Execute Campaign to Web

Business Flow Value Statement

What does it cover?

Who is affected?

Execute Web Marketing Campaigns

Set up / personalize Postings and Rules

Analyze results

Marketing Manager
Marketers
IT Departments
CEO/CIO
Web Manager

Where is the ROI?

Modules Licensed

Improve Campaign Efficiency / Marketing


ROI
Reduced cost per contact / cost to
acquire
Cost Efficient Channel Usage
Improved customer retention
Cost reduction from unassisted selling,
customer cost of order errors, order
abandonment
Oracle Business Models: Demo Scenarios

OMO, AOMO, Discoverer

Copyright Oracle Corporation, 2002. All rights reserved.

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Execute Campaign to Web

Demo Script

Which demo scripts map to this flow?


Create, Execute and Modify Web Campaign

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Execute Campaign to Email

Business Flow

MK7130
MK7130

MK7129
MK7129

Insight to Campaign Plan


Concept to Profitability

Set conditions for


initiating the email
campaign

MK7132
MK7132

Create email content


and define
preferences

KPI

Create
Create
and
and Execute
Execute
Mail
Mail Merge
Merge

Generate
Generate
Target
Target
List
List
Generate previously
created list in order to
execute a email
campaign

Create and Execute


the mail merge to
prepare emails for
sending

MK7128
MK7128

MK0737
MK0737

Send
Send Email
Email
to
to Target
Target List
List

MK7131
MK7131

MK7127
MK7127

Create
Create Email
Email
Content
Content and
and
Define
Define Preferences
Preferences

Create
Create
Email
Email
Trigger
Trigger

Pass
Pass
Responses
Responses
For
For Lead
Lead
Qualification
Qualification

Measure
Measure
Marketing
Marketing
Activity
Activity Results
Results

Execute email with offer


URL or response
instructions send to
target list

Lead to Opportunity
Concept to Profitability

Pass responses for


qualification to Lead to
Opportunity process
Assess Campaign
results
YES

Execute subsequent
campaign based
thresholds set by trigger
then send email to target
list

NO
Subsequent
Campaign
Trigger
?
Enterprise Roles
Marketing Manager

Flow
Value
Statement
Demo Scripts

Marketing Representative

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Return

Execute Campaign to Email

Business Flow Value Statement

What does it cover?

Who is affected?

Execute eMail Marketing Campaigns

Budget Management

Create personalized eMail content

Create and manage targeted lists for email


campaigns (Targeted selections, Import and
DeDuplication)

Set triggers for automatic subsequent email


campaign execution

Marketing Manager
Marketers
IT Departments
CEO/CIO
Call Center Manager

Where is the ROI?

Modules Licensed

Improve Campaign Efficiency / Marketing


ROI
Reduced cost per contact / cost to
acquire
Tight Budget Control
Cost Efficient Channel Usage
Improved customer retention
Oracle Business Models: Demo Scenarios

OM, AOM, Discoverer

Copyright Oracle Corporation, 2002. All rights reserved.

184

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Execute Campaign to Email

Demo Script

Which demo scripts map to this flow?


Create and Execute Email Campaign

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Execute Campaign to Event

Business Flow

MK7013
MK7013

Execute
Execute
Event
Event
Offer
Offer

Create
Create
Event
Event
Deliverables
Deliverables

Define Event: Products,


segment, schedule,
location logistics,
communications plan,
required collateral,
responsibilities and
resources, metrics, offers.

Create Collateral and


Deliverables for Event

MK7125
MK7125

MK7014
MK7014

Analyze
Analyze
Event
Event Results
Results

Execute
Execute
Event
Event
KPI
Manage and perform
the activities which roll
out the event.

MK7123
MK7123

MK7122
MK7122

Define
Define
Event
Event

Insight to Campaign Plan


Concept to Profitability

Assess Event results

Communicate offer
either email, direct,
telesales, web, etc. to
attract potential
attendees to register
for an event

MK7124
MK7124

Manage
Manage
Event
Event
Registration
Registration
Capture prospect /
customer information
to register attendees
for the event

MK7126
MK7126

Pass
Pass
Registrants/
Registrants/
Attendees
Attendees as
as Leads
Leads

Lead to Opportunity
Concept to Profitability

Pass registrants /
attendees to Lead to
Opportunity process

Enterprise Roles

Flow
Value
Statement
Demo Scripts

Marketing Manager
Marketing Representative

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

186

Return

Execute Campaign to Event

Business Flow Value Statement

What does it cover?

Who is affected?

Plan and execute marketing events

Attract and track registrants and


attendees via Web, Mail, Phone and
Direct Marketing

Budget Management

Response Management

Analyse event results

Marketing Manager
Marketers
IT Departments

Where is the ROI?

Modules Licensed

Improve campaign efficiency, Marketing


ROI
Improved Budget Control / variance
Cost Efficient Channel Usage
Improved event response and order rate

Oracle Business Models: Demo Scenarios

OM, AOM, Discoverer

Copyright Oracle Corporation, 2002. All rights reserved.

187

Return

Execute Campaign to Event

Demo Script

Which demo scripts map to this flow?


Execute Campaign to Event

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

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Service Entitlement to Resolution

Business Flow

Service Request to Entitlement

yes

CS7040

KPI

Identify
Identify
Potential
Potential
Solution
Solution

CS7035

Maintain
Maintain
Knowledge
Knowledge
Repository
KPI Repository

Identify
Solution?

CS7047

Update Knowledge Base


with information on the
successful solution

no

CS7043

KPI

Create
Create
Charge
Charge
Order
Order
Process Charges for
Service (if no entitlement)
Apply charges

Escalate
Escalate
Service
Service
Request
Request

Escalate an open service


request to a supervisor or
a solution expert.

CS7044

KPI
OF1079

Issue
Issue
Returned
Returned
Material
Material Authorization
Authorization
issue an RMA to authorize a
customer request to return a
product

Service Request to Exchange

Flow
Value
Statement
Demo Scripts

Resolve
Resolve
Service
Service
Request
Request

Apply the solution or


perform the requested
service
Close the service request
(CSR or CSM)

Quote to Warranty/Extended Warranty


Service Request to Contract
Service Request to Intelligence
Customer Invoice to Cash

Enterprise Roles
Customer Service Representative
Customer Service Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Service Entitlement to Resolution

Business Flow Value Statement

What does it cover?

Who is affected?

Service request interaction history

Service request knowledge management

Track problem resolution and escalate


problems

Initiate Return Material Authorizations

Process charges for service

Customer
Customer Service
Technical Service
Consumer Complaints

Where is the ROI?

Modules Licensed

Increase customer retention


Reduce cost of service by increasing
customer service productivity
Improve customer satisfaction
Increase revenue from service

Oracle Business Models: Demo Scenarios

Teleservice
Advanced Inbound
(Option)

Copyright Oracle Corporation, 2002. All rights reserved.

190

Return

Service Entitlement to Resolution

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Return

Asset to Maintenance Plan

Business Flow

AM7503
AM7503

AM7506
AM7506

Identify
Identify
Maintenance
Maintenance
Strategy
Strategy

Requirement to Asset

Define
requirements and
frequency of use

AM7511
AM7511

Review
Review
Unplanned
Unplanned
Requirements
Requirements
Work order created to
authorize work or task
definition

AM7510
AM7510

AM7504
AM7504

Manage
Manage
Asset
Asset
Meters
Meters

Create
Create
Planned
Planned
PM
PM

Define meters,
associate tasks,
set-up suppression.
Associate meters
to activity

Generate list of
tasks based on
calendar and meter
readings
Generate work
orders for
scheduling based
on maintenance
policy

AM7505
AM7505

AM7512
AM7512

Create
Create
PM
PM
Forecast
Forecast

Create
Create
Maintenance
Maintenance
Plan
Plan

Create forecast
for unplanned
PM tasks

Create list of
planned work
orders
Constraints
(resources, tools,
items, equipment,
shutdown, tag-out,
etc) identified and
actioned

Execute
Execute
Weekly
Weekly PM
PM
Requirements
Requirements
Execute weekly PM as
required.

Plan to Project Budget


Forecast to Plan
Maintenance Plan to Schedule

Enterprise Roles
Maintenance Planner
Maintenance Employee

Flow
Value
Statement
Demo Scripts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

192

Return

Asset to Maintenance Plan

Business Flow Value Statement

What does it cover?

Who is affected?

Creating a Preventive Maintenance


Strategy

Maximizing Resource Availability

Optimizing Scheduling and Resource


Efficiency

Minimizing Rework

Ensuring Regulatory Compliance

Increasing Workplace Safety

Maintenance Planner
Maintenance Manager
Maintenance Supervisor
Maintenance Employee
Inventory Planning
Manager
Outside Vendor
Quality Manager

Where is the ROI?

Modules Licensed

Improve Productivity

Improve Safety

Increase Wrench Time

Reduce Capital

Decrease Surplus Stock

Reduce Unit Costs

Reduce Unplanned Downtime


Oracle Business Models: Demo Scenarios

Oracle Enterprise Asset


Management
Oracle Human Resources
Oracle Projects
Oracle Financials

Copyright Oracle Corporation, 2002. All rights reserved.

193

Return

Asset to Maintenance Plan

Demo Script

Which demo scripts map to this flow?


Planned Maintenance Definition and Execution

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

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Requirement to Asset

Business Flow

YES

AM7500
AM7500

Determine
Determine
Asset
Asset
Requirements
Requirements
KPI
Asset can be
production or plant
equipment, property,
capital equipment, or
capital program.

Concept to Release
Plan to Project Budget
Assets to Depreciation

Capital
Project?

AM7501
AM7501

Create
Create
Asset
Asset

NO
Requisition to Receipt-Indirect
Assets to Depreciation

Receive, create,
and/or instantiate
the asset, including
identification of
ownership and
costs.

AM7503
AM7503

AM7502
AM7502

Identify
Identify
Maintenance
Maintenance
Strategy
Strategy

Identify
Identify
Asset
Asset
Attributes
Add attributes and
associations such
as Fixed Asset,
Production Asset,
etc.
Add asset to
hierarchy
Add attributes such
as schedules,
meters, etc.

Determine
maintenance and
spares strategy.
Confirm resource
levels, training
programs and
budget
management.

Asset to Maintenance Plan

Enterprise Roles
Product Manager
Facilities Manager
Employee
Maintenance Manager

Flow
Value
Statement
Demo Scripts

Maintenance Supervisor

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

195

Return

Requirement to Asset

Business Flow Value Statement

What does it cover?

Who is affected?

Creating a Preventive Maintenance


Strategy

Maximizing Resource Availability

Minimizing Rework

Ensuring Regulatory Compliance

Increasing Workplace Safety

Optimizing Scheduling and Resource


Efficiency

Maintenance Planner
Maintenance Manager
Maintenance Supervisor
Maintenance Employee
Inventory Planning
Manager
Outside Vendor
Quality Manager

Where is the ROI?

Modules Licensed

Improve Productivity

Improve Safety

Increase Wrench Time

Reduce Capital

Decrease Surplus Stock

Reduce Unit Costs

Reduce Unplanned Downtime


Oracle Business Models: Demo Scenarios

Oracle Enterprise Asset


Management
Oracle Human Resources
Oracle Projects
Oracle Financials

Copyright Oracle Corporation, 2002. All rights reserved.

196

Return

Requirement to Asset

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

Copyright Oracle Corporation, 2002. All rights reserved.

197

Return

Maintenance Plan to Schedule

Business Flow

Asset to Maintenance Plan


Signal to Replenishment
Assess to Progress
Strategic Staffing to Hire
Payroll to Payment
Plan to Project Budget
Schedule to Maintain

AM7513
AM7513

Determine
Determine
Asset
Asset
Availability
Availability
Review production
orders, property
usage/hours,
shutdown/holidays
etc. in order to
determine asset
availability.

AM7527
AM7527

Manage
Manage
Work
Work Request
Request
Process
Process
Create a work
request, approve
the work request,
and associate the
work request to a
work order.

AM7515
AM7515

AM7516
AM7516

Schedule
Schedule
and
and Resource
Resource
Asset
Asset

Create
Create
Maintenance
Maintenance
Schedule
Schedule

Perform constraint
based scheduling,
what-if analysis,
and adjustment of
variables
(overtime, contract
labour, deferrals,
etc.)

Schedule work
orders, identify
dependencies, and
identify resources
(People/
Equipment/ Parts)

Schedule to Maintain
Signal to Replenishment
Assess to Progress
Strategic Staffing to Hire
Payroll to Payment
Plan to Project Budget

Enterprise Roles
Maintenance Planner

Flow
Value
Statement
Demo Scripts

Maintenance Supervisor

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

198

Return

Maintenance Plan to Schedule

Business Flow Value Statement

What does it cover?

Who is affected?

Creating a Preventive Maintenance


Strategy

Maximizing Resource Availability

Optimizing Scheduling and Resource


Efficiency

Minimizing Rework

Ensuring Regulatory Compliance

Increasing Workplace Safety

Maintenance Planner
Maintenance Manager
Maintenance Supervisor
Maintenance Employee
Inventory Planning
Manager
Outside Vendor
Quality Manager

Where is the ROI?

Modules Licensed

Improve Productivity

Improve Safety

Increase Wrench Time

Reduce Capital

Decrease Surplus Stock

Reduce Unit Costs

Reduce Unplanned Downtime


Oracle Business Models: Demo Scenarios

Oracle Enterprise Asset


Management
Oracle Human Resources
Oracle Projects
Oracle Financials

Copyright Oracle Corporation, 2002. All rights reserved.

199

Return

Maintenance Plan to Schedule

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

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Schedule to Maintain
Maintenance Plan to Schedule
Assess to Progress
Schedule to Build
Maintain to Improvement

Business Flow
AM7517
AM7517

KPI

Manage
Manage
Asset
Asset
Tasks
Tasks

Review individual
asset schedules
and priorities.

AM7524
AM7524

Manage
Manage
Resources
Resources
Review availability
of resources
material
resources, and
parts

AM7526
AM7526

Issue
Issue
Maintenance
Maintenance
Work
Work Order
Order
Issue Maintenance
work order

NO
Work
Performed
Internally
YES

Subcontract to Pay

HR1318
HR1318

Manage
Manage
Time
Time and
and
Attendance
Attendance
Record actuals for
payroll connectivity.
AM7518
AM7518

Execute
Execute
Asset
Asset
Tasks
Tasks
Execute individual
daily work schedule
by department,
skill, employee.

AM7520
AM7520

Manage
Manage Maintenance
Maintenance
Records
Records

Maintenance Plan to Schedule


Maintain to Improvement
Analysis to Project Closure
Assets to Depreciation
Time Collection to Payroll Processing

Record the time taken,


materials used, meter
readings, inspection
data, and project
performance.
AM7519
AM7519

Manage
Manage
Maintenance
Maintenance
Work
Work Order
Order
Manage the operation and
work order completions.
Record time spent, meter
readings, inspection data
Handover uncompleted tasks

Flow
Value
Statement
Demo Scripts

Enterprise Roles
Maintenance Employee
Maintenance Manager
Maintenance Planner
Maintenance Supervisor
Quality Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

201

Return

Schedule to Maintain

Business Flow Value Statement

What does it cover?

Who is affected?

Creating a Preventive Maintenance


Strategy

Maximizing Resource Availability

Optimizing Scheduling and Resource


Efficiency

Minimizing Rework

Ensuring Regulatory Compliance

Increasing Workplace Safety

Maintenance Planner
Maintenance Manager
Maintenance Supervisor
Maintenance Employee
Inventory Planning
Manager
Outside Vendor
Quality Manager

Where is the ROI?

Modules Licensed

Improve Productivity

Improve Safety

Increase Wrench Time

Reduce Capital

Decrease Surplus Stock

Reduce Unit Costs

Reduce Unplanned Downtime


Oracle Business Models: Demo Scenarios

Oracle Enterprise Asset


Management
Oracle Human Resources
Oracle Projects
Oracle Financials

Copyright Oracle Corporation, 2002. All rights reserved.

202

Return

Schedule to Maintain

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Maintain to Improvement

AM7520
AM7520

Schedule to Maintain

Manage
Manage Maintenance
Maintenance
Records
Records
Record the time
taken, materials
used, meter
readings,
inspection data,
and project
performance.

Business Flow

AM7521
AM7521

Review
Review
Business
Business
Records
Records

KPI
Review the
production outputs,
sales results,
service requests,
tenancy records,
etc..

AM7522
AM7522

Review
Review
Asset
Asset
Performance
Performance
Determine asset
performance
history, RCM/Trend
analysis, predictive
analysis, KPIs,
etc..

AM7523
AM7523

Develop
Develop
Enhanced
Enhanced
Maintenance
Maintenance
Strategy
Strategy

Schedule to Maintain

Develop business
and process
improvement
around areas such
as PM tasks, stock
levels, training
plans, etc..

Enterprise Roles
Director of Manufacturing
Maintenance Planner
Production Supervisor
Maintenance Manager
Financial Analyst
Inventory Control
Manager
Maintenance Supervisor
Quality Manager

Flow
Value
Statement
Demo Scripts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

204

Return

Maintain to Improvement

Business Flow Value Statement

What does it cover?

Who is affected?

Creating a Preventive Maintenance


Strategy

Maximizing Resource Availability

Optimizing Scheduling and Resource


Efficiency

Minimizing Rework

Ensuring Regulatory Compliance

Increasing Workplace Safety

Maintenance Planner
Maintenance Manager
Maintenance Supervisor
Maintenance Employee
Inventory Planning
Manager
Outside Vendor
Quality Manager

Where is the ROI?

Modules Licensed

Improve Productivity

Improve Safety

Increase Wrench Time

Reduce Capital

Decrease Surplus Stock

Reduce Unit Costs

Reduce Unplanned Downtime


Oracle Business Models: Demo Scenarios

Oracle Enterprise Asset


Management
Oracle Human Resources
Oracle Projects
Oracle Financials

Copyright Oracle Corporation, 2002. All rights reserved.

205

Return

Maintain to Improvement

Demo Script

Maintain to Improvement
Which demo scripts map to this flow?
Maintain to Improvement

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Subcontract to Pay

Schedule to Maintain
Schedule to Build
Assets to Depreciation

Business Flow

AM7525
AM7525

Perform
Perform
Collaborative
Collaborative
Maintenance
Maintenance
Use electronic
notifications,
online access to
Purchase Orders,
Work Orders, and
attachments.
Perform asset
data entry.
Complete invoice
and payment
tracking.

AM7520
AM7520

Manage
Manage Maintenance
Maintenance
Records
Records

Requisition to Receipt-Indirect

Record the time


taken, materials
used, meter
readings,
inspection data,
and project
performance.

External Roles
Outside Vendor

Enterprise Roles
Maintenance Manager
Maintenance Planner
Maintenance Supervisor
Quality Manager

Flow
Value
Statement
Demo Scripts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

207

Return

Subcontract to Pay

Business Flow Value Statement

What does it cover?

Who is affected?

Creating a Preventive Maintenance


Strategy

Maximizing Resource Availability

Optimizing Scheduling and Resource


Efficiency

Minimizing Rework

Ensuring Regulatory Compliance

Increasing Workplace Safety

Maintenance Planner
Maintenance Manager
Maintenance Supervisor
Maintenance Employee
Inventory Planning
Manager
Outside Vendor
Quality Manager

Where is the ROI?

Modules Licensed

Improve Productivity

Improve Safety

Increase Wrench Time

Reduce Capital

Decrease Surplus Stock

Reduce Unit Costs

Reduce Unplanned Downtime


Oracle Business Models: Demo Scenarios

Oracle Enterprise Asset


Management
Oracle Human Resources
Oracle Projects
Oracle Financials

Copyright Oracle Corporation, 2002. All rights reserved.

208

Return

Subcontract to Pay

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Strategy to Change

Business Flow

Influencing Factors

(De) Mergers
Acquisitions
Layoffs
Policy Change
Budget
Periodic Review

Prepare the Changes

Union
Legislation
Market Forces

Implement the Changes

Deploy
Promote
See Employment
life cycle flow

See Recruit to hire


flow

Jobs
Positions
Reporting Relationships
Organization Hierarchies

Competence framework
Requirements

see Hire to Retire Flow

P
I
W
Terminate reason
End Benefits

Vision Corporation

Flow
Value
Statement
Demo Scripts

HR Specialist

HR Director

HR Administrator

Employee

Line Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

210

Return

Strategy to Change

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

211

Return

Strategy to Change

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Recruit to Hire

Collect
Candidates

WEB applications
Prior Applicants
Agency referrals
Internal applicants

Business Flow

Applicant Management

Background checks
Skills and Competencies
Qualifications
Identify Applicants

Offers and Contracts

Offer letter
Acceptance

P
I
W

Interviews
Medicals
Psychometrics
References

Place Workers

Terms and conditions


Document Generation
3rd party notifications

Applicant Status
Letters
Reminders

Mass updates
Retain on file
Reject
Letters

Recruitment Analytics

Employment
x
lifecycle

Vision Corporation
Applicant
HR Specialist
HR Administrator
Line Manager

Measure effectiveness
HR Director
Employee
Payroll Clerk

Flow
Value
Statement
Demo Scripts

Payroll Manager

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

213

Return

Recruit to Hire

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

214

Return

Recruit to Hire

Demo Script

Which demo scripts map to this flow?


Recruit to Hire

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

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Hire to Retire

Business Flow

Establish Workers

Employee Number
Security and Access
Notifications
Mandatory training

Benefits

Addresses
Phone numbers
Contacts
Dependants
Visa
Equal Opportunities

Change in Circumstances

Personal Information
Professional Information
Life Events
Payroll Changes

Appraisal
Assess Performance
Assess Competence
Training
Promotion

Organisation
Grade/Step
Job/Position
Location
Salary.

Taxation Legislation
Social Legislation
Bank Details
Payroll related data
Pay employee

P
I
W

Mergers
Acquisitions
Layoffs
Policy, Budget

Government
Unions
Taxation
Market Forces

Implement Employment Changes

Qualifications
Education
Competencies
Work Preferences

Grant Benefits
Payroll Adjustments
Benefit Providers
Flexible Choice

Vision Corporation
HR Specialist
HR Administrator
Line Manager
HR Director
Employee

Change Details
Promote
Transfer
Grade Step

Flow
Value
Statement
Demo Scripts

Salary
Bonus
Benefits
Payroll Changes
Taxation

Suspend
Terminate
Retrieve Assets
End Benefits
Pay Employee

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Payroll Clerk
Payroll Manager

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Hire to Retire

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

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Hire to Retire

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

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Compensate to Compete 1 of 2

Business Flow

Define Benefits Policy

Programs
Plans
Options

Enrol Employees

Age
Other Criteria
Fast Formula
Rules
Length of Service

Process Benefits

Absence control
Paid Time-off
Accruals

Auto Deductions
& Earnings

Compensation
Planning

Notify Employee
Set Dates

Birth
Marriage
Divorces
Death

Premiums
Rates
Coverage
Flexible Coverage

P
I
W

Employees
enrolled
Premiums
Car Leases
Others

Standard Benefits
Or Flexible Benefits
Change Choices
Benefits Service
Centre
Self Service

Vision Corporation
HR Specialist
HR Administrator

Administer
Compensation

Line Manager
HR Director

Continued on Page 2

Employee
Payroll Clerk

Salary bonus,
allowances
Grade Structures
Min-Max Comp
Rates
Budgets

Mass Changes
Individual Changes
Calculation Factors
Devolved
Responsibility

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Payroll Manager

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Compensate to Compete (2 of 2)

Business Flow

Define Compensation Planning

Commence Employment

Administer Employment

Return to Page 1
External survey
HR Intelligence
Market Positioning

Benefits
Cars, Health
Regular
Salary,Rates
Irregular
Bonus, stock

Compensation Events

Life Events
Salary/rate increments
Bonus/stocks award

Terminate
Employment

Benefits Enrolment
Salary/rate allocation
Commission plan

P
I
W

Alter Benefits selections


Salary budget distribution
Bonus/stock allocation

Evaluate Benefits Policy

Insurance providers
Stocks providers
Others

Payroll
Bureau
Time sheets

Vision Corporation
HR Specialist
HR Administrator
Line Manager
HR Director
Employee
Payroll Clerk

Flow
Value
Statement
Demo Scripts

Finalize Benefits
Final s alary
adjustments
Pay in lieu of notice
Outstanding payments
Post termination
payment

Measure retention

Payroll Manager

Analyse recruitment effectiveness


See separate flows

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Compensate to Compete

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

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Compensate to Compete

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Administer to Pay

Business Flow

Capture Compensation Changes

Capture Payroll Changes

Collect Temporary Data

HRMS: Payroll
Self Service
Name, Address
Bank Details
Benefit Elections

Self Service
Salary Awards
Bonus Distribution
Stock Options

New Starter
Indicative Data
Additional Earnings
Additional Deductions

Country Specific
Legislative Data
Flags and Indicators
Rates and Bands
EDI

P
I
W

Process Payroll

Retro Pay

On-Line
Batch
Continuous Calc.
Net to Gross
Legislative

Disburse Pay

Catch errors
Correct errors early

Self Service
Clocks
Timekeeper
Bulk entry

Sales Plans
Commission plans

Payroll Bureau

Process Tax Year


End

Third Party Payroll


Check Results
Payments

EDI
Tax Codes
Update Employee

Post Costs

Vision Corporation
HR Specialist
HR Administrator
Line Manager
Employee

Flow
Value
Statement
Demo Scripts

Pre Payments
Cheque
EFT
Cash

On-line payslip
Statutory reports
Payroll Summary
Reconciliation
Audit Trails

Oracle Business Models: Demo Scenarios

Charity Donations
Court Orders

Copyright Oracle Corporation, 2002. All rights reserved.

Standard process
to Transfer to GL

Payroll Clerk
Payroll Manager

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Administer to Pay

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

224

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Administer to Pay

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Assign to Schedule

Business Flow

Project resource Management

Team schedule
Competencies

Assign people to work schedule

Units

Compensation Plans
Eligibility
Absence Types
Accrual Rules
Entitlements

Vision Corporation

P
I
W

HR Specialist

Auto

Record Time
Auto

Holiday
Sick
Sabbatical
Project and task
Approve

Shifts
Work Patterns

Leave Balance

Individual
Timekeeper
Checking
Batch Data Entry
Adjustments,
Requests

Process Time

HR Administrator
Line Manager
Employee

Mass Approval

Payroll Clerk
Payroll Manager

Process Costs/Charges
Auto

Overtime Trend
Costs of Scheduled
Unscheduled
absence

Rostering
Reconciliation events
Time Calculations
Update time balances

Gross up
Taxation
Payments

Oracle Business Models: Demo Scenarios

Billing
Costing
Utilisation

Copyright Oracle Corporation, 2002. All rights reserved.

Flow
Value
Statement
Demo Scripts

226

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Assign to Schedule

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Assign to Schedule

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Demand to Build Discrete


Master Scheduling
PF0006
PF0006

Business Flow
Manufacturing Scheduling
PF1757
PF1757

PF1153
PF1153

Review
Review
Orders
Orders

Total demand is brought together into a Master Plan


Plan details where product will be assigned
Schedules will be forwarded to various facilities
Suppliers will receive POs with delivery schedule

PF1161
PF1161

PF1154
PF1154

Manage
Manage
Production
Production
Plan
Plan

Generate
Generate
MPS
MPS

Release
Release
Production
Production
Schedule
Schedule

Generate
Generate
MRP
MRP

*Manufacturing Scheduling
* Run MRP
gives graphical results
*Quick and accurate
*Review the entire manufacturing
operation

*Mobile Manufacturing
*Forms
*Scheduling Workbench

OP1164
OP1164

Schedule
Schedule
Shop
Shop
Floor
Floor
Analyze Shop Floor
Schedule
Adjust Shop Floor
Schedule
Simulate Shop Floor
Plan
Implement Revised Shop
Floor Plan

Manufacturing Execution
OP0679
OP0679

Issue
Issue Work
Work
Order
Order for
for
Manufacture
Manufacture
The Plant Manager issues
Work Orders to shop floor
for manufacture
Review constrained plan

Outside Processing
OP1949
OP1949

Execute
Execute &
&
Record
Record Outside
Outside
Operation
Operation Activity
Activity
*Enter Quality Data
*Change Capacity
*Change Promise Date

Flow
Value
Statement
Demo Scripts

OP0685
OP0685

OP1210
OP1210

Issue
Issue
Material
Material to
to
Work
Work Orders
Orders

Execute
Execute &
&
Record
Record
Operations
Operations Activity
Activity

Pick material and


issue to work order
for assembly

Outside
Operations
Reqd?

Plant personnel manufacture/


assemble, and record
manufacturing operations
Request Kanban replenishments

Manufacturing Execution
OP1167
OP1167

Record
Record
Completions
Completions
Plant personnel complete
and record discrete job
work orders.
Record lot, serial
information

OP1710
OP1710

OP1211
OP1211

Complete
Complete
Production
Production
Order
Order

Move
Move
Completed
Completed
Assemblies
Assemblies to
to Stock
Stock
Move completed
assemblies to stock
for future use

Enterprise Roles
Demand Planner
Planner
Shop Floor Manager

*Import Quality Data


*Approve Schedule Changes
*Review changes in capacity

Inventory Control Manager


Document Control Clerk
Quality Manager

Oracle Business Models: Demo Scenarios

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Demand to Build Discrete

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

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230

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Demand to Build Discrete

Demo Script

Which demo scripts map to this flow?


Demand to Build

Key Data

Script Combinations

Org =
User =
Responsibility =
Supplier =
Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Production Planning - Discrete

Business Flow

Forecasting and Demand Management

The Planner defines


forecast method by item
and generates forecasts.

The Planner modifies


the forecast as
required based on
input from various
Company sources
(Sales, Mfg., )

Production Planning

Revise MPS as
required to meet
Customer Order
requirements.

Run MRP to identify


adequacy of
inventory, purchase
requirements.

The Planner
coordinates review &
approval by
appropriate parties.

The Planner releases


the forecast &
communicates it to
appropriate Company
parties.

Consume forecast with


sales orders.

P
I
W

Review Mfgs ability


to meet forecast
production
requirements thru use
of RCCP capabilities.

Capacity Planning

Publish the MPS to


the shop floor and
purchasing
departments.

Calculate Resource
Requirements for the
entire production
plan.

Review detailed
resource utilization
plan.
Adjust resources and
production plan.

Vision Corporation
Demand Planner
Production Planner
Material Manager

Flow
Value
Statement
Demo Scripts

Oracle Business Models: Demo Scenarios

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Production Planning - Discrete

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

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Production Planning - Discrete

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Requisition to Pay - Discrete


Supplier Management

Business Flow
Purchase Orders

Requisitions

Roles
Purchase Agent
Purchase Manager

Enter and Manage


Supplier Information

Manage and review


automatically or manually
created requisitions for
completeness, approvals,
etc.

The buyer creates a


purchase order for the
selected supplier.

Select Suppliers for


requisitions

Receiving Clerk

Accounts Payable Clerk

Approvals

The purchase manager


approves the purchase order.
The purchase order is sent to
the supplier.

Accept or reject materials


at the receiving dock.

Quality Management

If Material fails inspection,


impound material.

P
I
W

Receiving and Inspection

Receive materials from


suppliers, either into
inventory or into an
inspection area.

Move the material to the


warehouse.

Requisitioner
Inventory Clerk
Inspector

If required, inspect
material before moving to
inventory.

Inventory Management

Manage the disposition of


impounded material.

Payables Manager

Supplier Invoices

The AP clerk matches the invoice


against the PO and/or receipt.
The invoice is approved for payment.

Accounts Payable

The invoice is approved by the


payables manager.
The payment is sent to the supplier.

Flow
Value
Statement
Demo Scripts

Oracle Business Models: Demo Scenarios

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Requisition to Pay - Discrete

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

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236

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Requisition to Pay - Discrete

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

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Problem to Prevention

Business Flow

Work Request/ Event generation


AM7519
AM7519

AM7510
AM7510

Manage
Manage
Maintenance
Maintenance
Work
Work Order
Order

Location, Asset ID
Owner Action/Activity
Current Work Alert
Condition Based Alert

Scheduling

Planning

AM7527
AM7527

Create
Create
Planned
Planned
PM
PM

Manage
Manage
Work
Work
Request
Request Process
Process

Work Order Types, Owners,


Locations, BOMs, Standards,
Copies, Asset, Components
PMs
Pre-plans

Maintenance/Planning

Task level
planning
Dependent Steps

Work Resource
Management
AUTO = Workflow Managed

Update Schedules

Close out

AM7519
AM7519

Execute
Execute
Asset
Asset
Tasks
Tasks

Asset Owner

Create
Create
Maintenance
Maintenance
Plan
Plan

AM7518
AM7518

AM7514

Vision Corporation

AM7512
AM7512

Managing Schedules and Forecasts

Determine
Material
Demand
Components
PO details
Item status
Location
Services & Rentals
Receipt

AUTO

Iterative

Workbench
Filters for Folders
Forecasted PMs
Available Resources
WO Generation

AM0085
AM0085

Manage
Manage
Maintenace
Maintenace
Work
Work Order
Order
Time Entry, RCM
Data
Meter Readings
Inspection Data/Notes
Component/Position

Close
Close
Work
Work
Order
Order

Work Complete

Analyse Asset Performance


AM7515
AM7515

Schedule
Schedule &
&
Resource
Resource
Asset
Asset
Individuals, Teams

Flow
Value
Statement
Demo Scripts

AM7516
AM7516

AM7517
AM7517

Create
Create
Maintenance
Maintenance
Schedule
Schedule
Assigned Owner
Crew, Craft & Skill
Search/Selection
Duration
Contractors

Manage
Manage
Asset
Asset
Tasks
Tasks

Asset Schedule/Availability
Capacity Performance
Work Impact on Production
Future Work
Budget Impact

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

OBM
OBM ID#
ID#

Asset
Asset
History
History

Cost History
Work History
Event Tracking
Movement Tracking

AM7522
AM7522

Review
Review
Asset
Asset
Performance
Performance
Design Capacity
Actual performance
RCM Analysis
Predictive maintenance

238

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Problem to Prevention

Business Flow Value Statement

What does it cover?

Where is the ROI?

Who is affected?

P
I
W

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

239

Return

Problem to Prevention

Demo Script

Which demo scripts map to this flow?

Key Data
Org =
User =
Responsibility =
Supplier =

P
I
W

Script Combinations

Customer =

What Instance Can I use?

Contact =

Item =

Oracle Business Models: Demo Scenarios

11i8

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240

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