MDM - Oracle Site Hub 101

MDM - Site Hub 101 Session# CDM SIG Meeting Mani Kumar Manda Rhapsody Technologies, Inc. OAUG Collaborate 2009, Orlando, Florida Sunday, May 3, 2009 ©2009 Rhapsody Technologies, Inc., All rights reserved. 1 Bringing People, Processes and Technologies together

Learning Objectives • As a result of this presentation, you will be able to learn: Challenges of Site/Location Data Management Industries that need such a solution Features and Functionality of Site Hub A look at the Site Hub (via Screen Shots) ©2009 Rhapsody Technologies, Inc., All rights reserved. 2 Bringing People, Processes and Technologies together

Speaker’s Qualifications Mr. Manda had been working with Oracle Applications for over a decade and has implemented Technology Solutions for clients in many industries. Mr. Manda is also the founder and chair for Customer Data Management SIG Mr. Manda is an active and frequent speaker of topics associated with Customer Data Management Mani Kumar Manda is the President and Founder of Rhapsody Technologies, Inc., a consulting firm with specialization in implementing Customer Master/Customer Hub solutions. ©2009 Rhapsody Technologies, Inc., All rights reserved. 3 Bringing People, Processes and Technologies together

About Rhapsody ■ Founded in 1998 ■ A niche firm in implementing Customer Data Management solutions both in Oracle eBusiness Suite and Oracle Customer Data Hub environments. ■ Offers Customer Data Quality Assessment Services ■ Offers CDI Auditing/Evaluation Services ■ Offers Onsite Seminars that include Customer Data Management, Customer Data Hub, TCA, Implementation strategies, Customer Data Modeling, etc. ■ Provides half day and one day CDI awareness sessions for C level executives, functional/departmental heads. ■ Provides a week long training on ‘Functional fundamentals of Customer Data Management’ covering topics such as challenges of customer data management, best practices, tasks that need to be considered, TCA and the features of the Oracle Customer Data Hub product. ©2009 Rhapsody Technologies, Inc., All rights reserved. 4 Bringing People, Processes and Technologies together

About Rhapsody Partial list of our Customers ADP DoubleClick Motorola Haworth Hologic KCI Office Depot Overland Storage Hologic Partial list of Industries Retail Advertising Manufacturing High-Tech Healthcare Services Some of Our Partners Oracle Dun & Bradstreet Trillium Deloitte Consulting Hub Solution Designs Transitions II ©2009 Rhapsody Technologies, Inc., All rights reserved. 5 Bringing People, Processes and Technologies together

Attributes, More Attributes and Lots of Attributes Any business in any industry that need to keep track of lots of attributes for its sites (site being a building, equipment installation location, a store, etc.), and keep it accurate and make it available when needed for analysis and site driven decision making, would need Site Hub. ©2009 Rhapsody Technologies, Inc., All rights reserved. 7 Bringing People, Processes and Technologies together

In the absence of an application like Site Hub • Site information is spread across multiple disparate applications • Custom applications are used to maintain Site information such as Stores for example in Retail Sector • Often lot of site information is maintained in excel documents • Integration of Site information in a flexible manner across heterogeneous applications is a major challenge ©2009 Rhapsody Technologies, Inc., All rights reserved. 8 Bringing People, Processes and Technologies together

Cost of Poor Quality Site/Location Data Marketing • – Poor location data reduces the effectiveness of marketing campaigns with wastage of valuable resources in mailed catalogues, lost sales opportunities, etc. Sales • – Poor location data results in reduced sales effectiveness due to misdirected sales resources assignments Service • – Poor location data results in reduced service personnel effectiveness due to misdirected personnel levels Finance • – Duplicate records hide proper revenue recognition, inaccurate reserves for bad debt, introduce credit and collection risk, etc. Corporate Governance • – Higher risk exposure for executive management due to inaccuracies in location data Location Planning • – Invalid location attributes results in increased resource usages leading to higher costs in Supply Chain management and reduced response times ©2009 Rhapsody Technologies, Inc., All rights reserved. 9 Bringing People, Processes and Technologies together

Key Questions? • Does your organization deal with lot of sites? • Do you need to keep track your customer, competitor, or partner sites and their capabilities? • How do you currently track and manage your sites? • Is managing your real-estate portfolio a big concern? • Do you have a 360 ° view of all your sites? • Can you perform effective site-driven business processes with your current applications? ©2009 Rhapsody Technologies, Inc., All rights reserved. 10 Bringing People, Processes and Technologies together

Who needs Site Hub? Customers in following industries • Utilities • Retail • Public Sector – Federal, State, and Local – Postal Services – Transportation Financial – Banking • Transportation • Real Estate • Telecom • Etc. • ©2009 Rhapsody Technologies, Inc., All rights reserved. 11 Bringing People, Processes and Technologies together

Utility Industry 1. Property is the Customer, Owner/Occupant is the payer In regulated markets – some one has to pay the bill • Owners change • Owner may not be the Occupant • Property is the Customer • In deregulated markets • owning the utility pipe • Servicer, if not the Provider • 2. Asset Management Buildings • Lease Management • Construction/Renovation Projects • Location Metrics – Size, Power, etc. • Equipment such as Power Stations for example • Location related attributes • Capability • ©2009 Rhapsody Technologies, Inc., All rights reserved. 13 Bringing People, Processes and Technologies together

Retail Sector 1. Retail Site Management Company Owned Outlets • Franchised Locations • Prospective Locations • Competitor Information • Growth & Retrenchment • M&A • 2. Asset Management Buildings • Lease Management • Construction/Renovation Projects • Location Metrics – Size, Power, etc. • Equipment • Plants • ©2009 Rhapsody Technologies, Inc., All rights reserved. 14 Bringing People, Processes and Technologies together

Public Sector – Local Government – Counties 1. Property Taxes – Property is the Customer, Owner/Occupant is the payer Some one has to pay the taxes • Usually Owners pay for Residential Properties • Often Tenants pay for Commercial Properties • Owner may not necessarily is the Occupant • 2. Asset Management Buildings • Equipment • ©2009 Rhapsody Technologies, Inc., All rights reserved. 15 Bringing People, Processes and Technologies together

Oracle’s MDM Foot Print Supplier MDM Sites/ Customer Product COA COA Domains Customer Locations Analytical Operational MDM Applications MDM Apps Analytical Hub Financial Hub Site Hub MDM UCM CDH PIM Apps Biz Hyperion Siebel Oracle eBusiness Suite Apps DRM ©2009 Rhapsody Technologies, Inc., All rights reserved. 17 Bringing People, Processes and Technologies together

Site Hub • Facilitates the mastering of Locations and their associated attributes • Can be implemented as part of EBS or as a stand alone instance – Embedded Site Hub in EBS requires the Site Hub to be at R12.1 • Is the first product from a major software vendor such as Oracle addressing the Mastering of Locations • Part of an MDM suite of applications ©2009 Rhapsody Technologies, Inc., All rights reserved. 18 Bringing People, Processes and Technologies together

Using Site Hub Maintain single unified view of the Site at one central location • Capture unlimited number of business specific attributes through • extensible attribute functionality Create and Maintain Sites efficiently • Easily import or export the location data through Excel Import/Export • functionality Integrate location data between Site Hub and other corporate • applications easily through built in Business Events and APIs/Web Service functionality Integrate with Google Maps in real-time • GeoCode locations with Google maps integration • etc. • ©2009 Rhapsody Technologies, Inc., All rights reserved. 19 Bringing People, Processes and Technologies together

Business Value • Enhance Operational Efficiency – Streamline Store/Branch/Site Operations – Support Site Consolidation Efforts – Identify post-merger synergies • Improve Decision Making – Increase speed of site opening, closure and remodeling – Overcome rapidly changing market pressure • Increase IT Agility – Reduce integration costs – Reduce cost of site-lifecycle management – Serve as an M&A IT platform ©2009 Rhapsody Technologies, Inc., All rights reserved. 20 Bringing People, Processes and Technologies together

Site Site is defined as a place of business interest • Sites have • Spatial and Geographic location attributes – Associated with legal and physical entities – Can include groupings and hierarchies – Can define unlimited number of attributes at Site level • Examples • Current Stores – Owned and Franchise – Potential sites for Stores – Customer Locations – Supplier Locations – Competitor Locations – Buildings – Malls – Distribution Centers – Warehouses – Structures tied to a location – Bridges for example – etc. – ©2009 Rhapsody Technologies, Inc., All rights reserved. 23 Bringing People, Processes and Technologies together

Location • A physical address in a geographical space • Tied to the Site • Can define unlimited number of attributes at location level ©2009 Rhapsody Technologies, Inc., All rights reserved. 24 Bringing People, Processes and Technologies together

Trade Area Create Trade Regions (or Areas) around Sites • Can be used for Site selection screening and market analysis • Associate attributes to Trade Areas • – Demographic – Psychographic Site Visualization • – Visual comparison of trade areas and competitor sites in Google Maps A trade area group can be associated with multiple sites and a Site can • have multiple trade area groups Define up to 5 trade area groups for each site • Can define unlimited number of attributes at Trade Area level • ©2009 Rhapsody Technologies, Inc., All rights reserved. 25 Bringing People, Processes and Technologies together

Clusters • Sites that are grouped by a common attribute • Facilitates the operational grouping of Sites ©2009 Rhapsody Technologies, Inc., All rights reserved. 26 Bringing People, Processes and Technologies together

Site Hub ERD Party Relationship Party Relationship Type Site Groups Site Group Versions HZ_RELATIOINSHIPS RRS_SITE_GROUPS_B RRS_SITE_GROUP_VERSIONS Party Sites Site Group Members HZ_PARTIES RRS_SITES_B RRS_SITE_GROUP_MEMBERS HZ_ORGANIZATION_PROFILES HZ_PERSON_PROFILES Contact Points Party Site Locations HZ_CONTACT_POINTS HZ_PARTY_SITES HZ_LOCATIONS Lcoation Trade Area Groups Trade Areas Party Site Use RRS_LOC_TRADE_AREA_GRPS RRS_TRADE_AREAS HZ_PARTY_SITE_USES Site Uses Trade Area Groups Group Trade Areas RRS_SITE_USES RRS_TRADE_AREA_GROUPS_B RRS_GROUP_TRADE_AREAS ©2009 Rhapsody Technologies, Inc., All rights reserved. 27 Bringing People, Processes and Technologies together

Site Hub is accessed By Administrators • – Using “Site Hub Administrator” responsibility – Used to configure Business specific attributes through extensible attribute functionality • Mapping preferences • Value Sets • Search Criteria and Result Formats • Import Formats • Simple and Advanced Search parameters • Integrate third party system data • Generate database views for business specific attributes • By Users • – Using “Site Management User” responsibility – Used to view, create and manage Sites View current site activity and notifications from Home tab • From Site tab, one can search, view, create, and update site information • Also Import or export Site information through excel interface • View Site information such as Clusters, Hierarchies, view in real time with positioning of site • information on Google maps ©2009 Rhapsody Technologies, Inc., All rights reserved. 28 Bringing People, Processes and Technologies together

Key features in R12.1 Site Search Web Services • • Extensible Attributes TCA Relations & Parties • • Hierarchies & Clusters Site Attachments • • Trade Area Groups Site Associations • • – Property Manager Google Map Integration • – Asset Management Site Comparisons • – Inventory Management TCA Architecture • Business Events Support • Contacts • Templates for easier Site • Excel Import-Export • Creation ©2009 Rhapsody Technologies, Inc., All rights reserved. 30 Bringing People, Processes and Technologies together

Site Hub is integrated with Oracle Inventory • – Site Hub enables you to create and maintain Oracle Inventory organizations associated with sites. Oracle Property Manager • – You can access Oracle Property Manager directly from Site Hub to manage property locations and leases associated with sites. Oracle Enterprise Asset Management • – Enterprise Asset Management enables maintenance of an organization's sites assets such as machines, fixtures, and anything requiring maintenance. Oracle Trading Community Architecture (TCA) • – Trading Community Architecture enables Site Hub to store party relationships, and capture contact attributes associated with the site. This includes TCA entities such as parties, party sites, party relationships, and contacts. ©2009 Rhapsody Technologies, Inc., All rights reserved. 31 Bringing People, Processes and Technologies together

Configuration of Site Hub • Lookups – RRS_BRAND_NAME – PARTY_SITE_USE_CODE • Profile Options – CSF: Google Map Key – RRS: Google Map Client ID – RRS: Trade Area Group Map Layout Type ©2009 Rhapsody Technologies, Inc., All rights reserved. 34 Bringing People, Processes and Technologies together

Q Session# 2666 & QUESTIONS A ANSWERS Can be reached at: Mani Kumar Manda Rhapsody Technologies, Inc. 1700 Park Street, Suite 205 Naperville IL 60563 Phone: 630-717-1809 Email: MManda@RhapTech.com Special Interest Groups: http://cdmsig.oaug.org http://groups.yahoo.com/group/cdmsig http://groups.yahoo.com/group/ucmsig http://groups.yahoo.com/group/cdi-mdm-jobs Latest Versions can be obtained from: http://www.rhaptech.com/resources.html ©2009 Rhapsody Technologies, Inc., All rights reserved. 66 Bringing People, Processes and Technologies together

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MDM - Oracle Site Hub 101

by Mani Kumar Manda on May 11, 2009

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MDM - Oracle Site Hub 101 — Presentation Transcript