Oracle TCA 101

Trading Community Architecture (TCA) 101 Mani Kumar Manda Rhapsody Technologies, Inc. Oracle TCA Panel Discussion at NorCal OAUG 15th June 2006– San Jose, CA NorCal OAUG

Learning Objectives As a result of this presentation, you will be able to: Trading Community Architecture Key Entities of TCA A Glance at Party Centric vs. Site Centric Approach ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 2

Speaker’s Qualifications Mani Kumar Manda is the President and Founder of Rhapsody Technologies, Inc., a consulting firm with specialization in implementing Customer Master/Customer Hub solutions. 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 an active speaker of topics associated with Customer Data Management and presented over 30 sessions in several conferences. Mr. Manda is also the founder and chair for Customer Data Management SIG. ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 3

About Rhapsody ■ Founded in 1998 ■ Oracle Partner ■ Specialists in implementing Customer Data Management solutions both in eBizSuite and Customer Data Hub environments. ■ Offers Onsite Seminars on Customer Data Management, TCA, Implementation strategies, Customer Data Modeling, etc. ■ Rhapsody is in the process of offering a series of web seminars on Customer Data Management covering Customer Data challenges with real life examples, Global challenges, Data Governance, Customer Data Modeling, Integration of Hub with heterogeneous applications, and other additional topics associated with Customer data in partnership with The Perera Group. ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 4

About Rhapsody ■ Sample list of Customers… □ ADP □ DoubleClick □ Motorola □ Haworth □ IRI □ Office Depot □ Torrington □ Etc. ■ Rhapsody’s Partners… □ Deloitte Consulting □ Dun & Bradstreet □ Oracle □ Trillium Software □ Etc. ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 5

Trading Community Trading Community is defined as a group of entities taking part in commerce. Trading Community includes both persons and organizations. Entities in Trading Community may play roles other than Seller and Buyer such as Partner, Contact, Dealer, Distributor, Agent, Influencer, etc. ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 6

Trading Community Customers Contacts B2B/B2C Your Employees Suppliers Organization Partners Competitors ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 7

Trading Community Relationships Locations External Entities Internal Entities Suppliers Competitors Partners Others Prospects Customers Relationships Person Person Person Person Person Person C O Orgn. Orgn. Orgn. Orgn. Orgn. Orgn. Orgn. N S T I A T C E T Sites S U INT. S & E EXT. Accounts S ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 8

Key Questions? Is your Contact Diane Miller at XYZ Corporation same as your customer Diane Miller? Who are your Customers, Competitors, Suppliers, Partners? Are there any Influencers in your business? What is your Customers Organizational Hierarchy? Is someone who used to be your Employee is now a Contact at Your Customer or Supplier? How do you manage dynamic nature of ever changing Customer Data? What about Mergers and Divestitures? Does your Organization sell products/services via multiple faces (brands)? How do you deal with Cultural and Geographic influences on Customer Data? Can you accurately project your risk exposure for top line and bottom line numbers that are stated on 10K’s? ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 9

Entering/Importing Customer Data into TCA Other Customi- Oracle AR Customer Data Management Group Sales Group Groups zations CSV D&B File Batch Import Integration Common Customer Custom Tele Sales Other Customer Bulk Customer Web Party UI Standard Programs/ eBiz Oracle Interface Import Online Services Components Form GUI Center Modules (CPUI) TCA API’s (PL/SQL/Java) TCA Data Model & HZ TABLES ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 13

Party … A real thing that exists, such as a Person or Organization Represents a Trading Partner Can enter into business relationships And exists independent of any business relationship Can be an Organization, Person, Relationship or Group Person Parties and Organization Parties can be created Relationship party gets created behind the scenes No functionality yet for Group Party Can be related to any number of other Parties in any number of ways Can be modeled using D&B data including D-U-N-S® Number (Data Universal Numbering System) ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 16

Party … Can exist independent of an Account Can be classified SIC (SIC-87, SIC-72, SIC-77), NAICS Custom (user-defined) Unlimited cross references to Source Systems Party Attributes Organization Name (Registry) Number Classification DUNS Number Number of employees Category Code Etc. ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 17

Party … Party Attributes Person Name (First, Middle and Last) No DUNS Number Etc. Examples John Smith Mary Smith Echo Consulting Services John Smith, an employee of Echo Consulting Services (Relationship Party between John Smith and Echo Consulting Services) Smith Family (Group Party – No functionality to create or use Group party yet) ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 18

Party Relationships Binary relationship between two parties Inter-Company and Intra-company relationships Non-business relationships too Are reciprocal Unlimited in number Dynamic in nature Both seeded or user-defined Relationship Types Relationship itself is stored as a party Any number of relationships between two organizations (org-to-org) or two persons (person-to-person) or an organization and a person (org-to-person) ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 19

Party Relationships … Build any type of relationship between Organizations, including the ability to capture branches, locations, competitors, suppliers, resellers, business partners, etc. Examples John Smith is an employee of Echo Consulting Services Echo Consulting Services is the employer of John Smith John Smith is a contact for XYZ Consulting, Inc. John Smith is the spouse of Donna Smith ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 20

Accounts Represents the Selling Relationship Exists only when a Selling Relationship exists Each unique business relationship is an Account Equates to Old Customer (R10.7 and R11) Account Attributes Account Number Account Name (Optional, but shouldn’t be Company Name) Account Class Code Etc. ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 21

Accounts An Account cannot be created without a Party Examples Savings Account of John Smith with American Bank Checking Account of John Smith with American Bank CD Account of John Smith with American Bank Investment Account of John Smith with American Bank Consulting Services Account for Infinity Technologies, Inc. Master Account for Infinity Technologies, Inc. ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 22

Party vs. Account Within TCA model, the concept of “Customer” is separated into two layers: the Party layer and the Account layer CRM applications are referring to the Party layer when they refer to “Customer” ERP Applications, on the other hand, are referring to the Account layer, when they refer to “Customer” Confusion arises because CRM and ERP suites are both using the word “Customer” to refer to two different things ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 23

Party Vs. Customer … Per TCA Best Practices, the word “Customer” is the combination of both the “Party layer” and the “Account layer”, where Party layer exists independent of any selling or buying relationship Customer Account layer exists in the context of a Party and only when a selling relationship exists ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 24

Locations A geographic location Is a Party Site with one or more site uses Only one of the Party Sites can become an “Identifying Address” for the Party An Account Site in the context of an Account Examples [Each location resulting in one Party] New York location (HQ) of Echo Consulting services Chicago location (Branch) of Echo Consulting Services Detroit location (Division) of Echo Consulting Services ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 25

TCA Structure prior to Selling Relationship Party Party Relationship(s) Party Site(s) Party Party Party Party Party SiteParty Use(s) Party ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 26

TCA Structure prior to Selling Relationship Party Party Relationship Type Relationship Party Location Party Site Party Site Use ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 27

TCA Structure with selling relationship(s) Party Party Party Site(s) Party Party Relationship(s) Party Party Customer Party Account(s) Party Party SiteParty Use(s) Party Account Communication Payment Bank Account Profile Contact(s) Party Party Party Party Party Party Party Site(s) Point(s) Method(s) Account(s) Relationships Class Party Party Party Party Party Party Party Communication Role(s) Party Party Point(s) Party Party Communication Payment Bank Profile SiteParty Use(s) Contact(s) Party Party Party Party Party Point(s) Method(s) Account(s) Class Party Party Party Party Party Party ©2005 Rhapsody Technologies, Inc. Communication Role(s) NorCal OAUG Party Party Point(s) Party Party Bringing People, Processes and Technologies together 28

TCA Structure with selling relationships – Entity Modal Party Party Account Relationship Type Relationship Relationship Type Account Party Account Relationship Location Party Site Account Site Party Site Account Site Use Use ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 29

Party Centric Approach Party 1 Party 2 Party 3 Account 1 Account 2 Account 3 Party Party Party Site 1 Site 2 Site 3 Site 1 Site 2 Site 3 ©2005 Rhapsody Technologies, Inc. NorCal OAUG Bringing People, Processes and Technologies together 30

QUESTIONS ANSWERS

Can be reached at: Mani Kumar Manda Rhapsody Technologies, Inc. Phone: 630-717-1809 Email: mmanda@RhapTech.com

http://knoworacle.wordpress.com	406
http://www.slideshare.net	42
http://landon4.blogspot.com	5
http://209.85.129.132	1
url_unknown	1

Oracle TCA 101

by Mani Kumar Manda on May 11, 2009

Accessibility

Categories

Tags

Upload Details

Usage Rights

5 Embeds 455

Statistics

Oracle TCA 101 — Webinar Transcript