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Developing Customer Portal with Oracle APEX - A Case Study

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Presented at Toronto Oracle Users Group meeting on Feb 26, 2014

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Developing Customer Portal with Oracle APEX - A Case Study

  1. 1. Developing Customer Portal with Oracle APEX: A Case Study Chandra Movva Synerz Technologies Inc. & Ed Kloosterboer EastGen Inc.
  2. 2. Presenter Bio • Ed Kloosterboer • 32+ years exp. in Agri. industry • United Breeders, Gecor & EastGen Inc. • 16+ years exp. In IT • Subject Matter Expert • Field Systems Help Desk & System Admin. • IT Manager, EastGen Inc. • Implemented Field Web, Field Mobile Handhelds, Member Login Access (MLA) a.k.a Customer Portal, Field Mobile Tablets
  3. 3. Presenter Bio • Chandra Movva • Founder & President , Synerz Technologies Inc. • Board and Exec. Member, TOUG • 20+ Years of exp. • Leadership • IM/IT Consultant • Developer & Architect • Trainer • Oracle, SQL, PL/SQL, Oracle Reports, Discoverer and APEX • Presenter • ODTUG APEXposed’13 • TOUG • chandra.movva@synerz.com
  4. 4. About EastGen • Agriculture Co-Operative with 8500 members/customers from Ontario to PEI • Retail vertical • Headquartered in Guelph, Ontario • Products & Services • Semen products • Farm, Agri. and IMV products • Artificial Insemination & Training services • For more info. check out http://www.eastgen.ca
  5. 5. About Synerz Tech. • Founded in 2001 • Headquartered in Mississauga, Ontario, Canada • Oracle Partner since 2006 • Services • Software Licensing – Consulting and Resale • Value Added Reseller (VAR) of Oracle, Microsoft, VMware, Symantec etc. • Database development, migration and integration • DW & BI Reporting • Enterprise web and mobile applications • Project Management • Training • For more info. check out http://www.synerz.com
  6. 6. Agenda • Overview • Why Customer Portal? • Solution Options • Methodology • Live Portal Demonstration • Summary • Q & A
  7. 7. Overview
  8. 8. EastGen Business & IT Environment • Head Office System • Oracle Forms and Reports 10g • Field System (Web based) • Oracle Designer 10g/PLSQL Cartridge • Field System (Mobile) • Progen System (.NET/SQL Server) • PlanetPress – To generate and produce monthly statements • Oracle 10g Release 2 – Dev, Test and Prod instances • Oracle AS 10g Release 2 – Dev/Test, Prod instances • Small IT team
  9. 9. Why Customer Portal
  10. 10. Business Case • Driven by members/customers • Request from Board of Directors, delegates and are nothing but customers • Business opportunity • Competitive edge as none of the competitors offer • Showcase products • Ability to offer products and info online • Target advertising by customer segmentation • Facilitate customers to empower their staff by providing access to portal • Ordering and request for dispatch of technicians
  11. 11. Key Requirements • Simple to use • Reasonable response • Minimal or No latency • Easy to customize and maintain • Fast deployment • Avoid synchronization and/or replication • Avoid/Minimize perpetual software licensing and support costs
  12. 12. Solution Options
  13. 13. Solution Options Oracle APEX .NET PHP J2EE
  14. 14. Evaluation Criteria • Application Type • Query Information • Application Size • Small, Medium, Large • Based on functionality, # of pages • # of users • Budget • Capital • Maintenance • Timeline • Security • End user customization • Ease of Maintenance with in-house skills
  15. 15. Chosen Solution & Why? • Oracle APEX 3.2 • Leverage existing skills • Familiar with SQL & PL/SQL • Tight integration with Oracle DB • RAD tool • Declarative • Easy to develop and deploy • No additional software licensing costs
  16. 16. Methodology
  17. 17. Methodology • Architecture • 3 tier – Oracle DB, Oracle AS(HTTP Server), Web Browser • Review Licensing • Oracle 10g EE • Concurrent users to Processor based • Downgrade to SE one • Oracle AS 10g EE • Concurrent users to Processor based • Estimate Performance and Sizing • Hardware - # of CPUs • # of users • Anticipated performance bottlenecks, if any • Bench Marking • SDLC - Combination of Waterfall & Agile • Agile – Phased approach with 3 phases/sprints • Waterfall – Each phase comprised of analysis, design, construction, test and deploy
  18. 18. Methodology Cont’d • Phased Approach • Phase 1 – • Core functionality – Security, Ordering products and services, Account activity and Monthly statements etc. • Custom corporate look and feel • Pilot Implementation • Get feedback and refine • Go live • Phase 2 • Mating Reports • Price List • Application Administration • Phase 3 & beyond • Targeted Marketing, etc.
  19. 19. Live Demonstration
  20. 20. Landing Page
  21. 21. Signup Page
  22. 22. Home Page
  23. 23. Ordering/Dispatch Page
  24. 24. Account Activity Page
  25. 25. Summary
  26. 26. Benefits • Account info. and reports online 24 X 7 • Reduced call volume to Head Office • Alternative for ordering services/supplies 24 X 7 • Reduced call volume to dispatch call centre • Facilitated Targeted marketing based on customer segmentation • Self serve portal. • Update account information – including address, phone#, email address and various preferences resulted in reduced call volume • No overhead to handle username or password related help desk support
  27. 27. Present Status • 520 customers signed up • Upgraded DB to 11g • Upgraded to APEX 4.2 in 2013
  28. 28. Future Plans • New development of Forms and Reports with Oracle APEX • Convert existing Oracle Forms/Reports based applications to Oracle APEX as required. • Additional features/functionality will be added to Member/Customer Login Portal
  29. 29. info@synerz.com @SynerzTech https://www.facebook.com/SynerzTech http://www.synerz.com/apex Thank You

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