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OAUG Endeca SIG Collaborate 2015 Presentation

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Presentation from OAUG Endeca SIG Collaborate 2015 session.

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OAUG Endeca SIG Collaborate 2015 Presentation

  1. 1. REMINDER Check in on the COLLABORATE mobile app Endeca SIG Session ID#: 10074 Jasmine A 2:00 – 3:00 PM Tuesday, April 14th @j_josephine
  2. 2. Agenda ■ Introductions and SIG Business ■ OAUG Celebrating 25 Years ■ Oracle Endeca EBS Extensions Roadmap ■ Panel Discussion ■ Q&A ■ Closing Comments ■ Appendix – Collaborate 15 Endeca Sessions
  3. 3. Endeca SIG Leadership Team ■ George Somogyi, Co-Chair: George is a Director of IT with Newedge, LLC, a global leader in the execution and clearing of futures and options. ■ Kirby Lunger, Co-Chair: Kirby is the Chief Sales and Marketing Officer at Performance Architects. ■ Jeffrey Reid, Subcommittee Chair – Oracle Endeca Information Discovery (OEID) and Oracle Endeca Commerce: Jeff is a Channel Manager for RealDecoy. ■ Ramesh Kumar, Subcommittee Chair - Endeca EBS Extensions: Ramesh is the Managing Partner at eAlliance Corporation..
  4. 4. OAUG Endeca SIG Focus ■ The goal of the Endeca SIG is to provide information to help you enhance your knowledge about the Endeca suite of products, such as Oracle Commerce and Oracle Endeca Information Discovery (OEID) (including the Oracle E-Business Suite Extensions for Oracle Endeca). ■ Why should you join OAUG and participate in the Endeca SIG? Benefits include: ▪ Education and Training. Access regularly-scheduled webinars from Oracle’s product teams and Endeca customers and partners. ▪ Networking. Connect with your peers and other leaders in the Endeca customer and partner community both through the SIG’s social media channels as well as through attending events such as the Endeca SIG group meetings at OAUG Collaborate and Oracle OpenWorld. ▪ Professional Development. Apply for a volunteer role and take advantage of the opportunity to participate in areas such as communications, recruiting or facilitating a domain area that you might not get to work on in your “day job!”
  5. 5. OAUG membership helps you • Find answers • Network with users and experts • Influence Oracle
  6. 6. Visit the OAUG in Booth 1237 • Find out why 96% recommend membership • Play virtual baseball for prizes • Talk to OAUG Customer Support Council reps • Enter to win COLLABORATE 16 registration • Save up to $100 on OAUG membership
  7. 7. OAUG25.org • It’s the OAUG’s 25th anniversary and the gifts are for you! – Free access to members-only content • OAUG Insight magazine • Conference paper • Webinar recording • Support in Focus newsletter – Enter to win COLLABORATE 16 registration
  8. 8. Learn More Today! • Talk to membership volunteers & staff Sunday at the Breakers Registration Counter near Ballroom F • Visit booth 1237 in the exhibit Monday through Wednesday
  9. 9. This is a slide title for a slide with just the title line (e.g., images/diagrams below)
  10. 10. Anurag Malik, Director, Product Management EBS Extensions for Endeca Updates and Roadmap You may complete the session evaluation either on paper or online via the mobile app
  11. 11. Endeca EEE – Transforming Data to Create an Information Driven Business: Jason Bletz, Managing Partner @ Tribus Point Data Domain Management with Self-Service: Jeff Reid, Partner Manager @RealDecoy OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge? Gustavo Gonzalez, CTO @ IT Convergence Process Chargebacks using Endeca: Robin Walker, Managing Partner, Caliber Services, LLC You may complete the session evaluation either on paper or online via the mobile app Endeca Panel Discussion
  12. 12. Endeca EEE – Transforming Data to Create an Information Driven Business Jason Bletz, Managing Partner, Tribus Point jason.bletz@tribuspoint.com Cell: 847-754-0295 Jason has more than 20 years experience in Information Technologies in various industries and over 17 years experience with Oracle Applications and Business Intelligence. He has assisted many companies with the implementation of and deployment of strategies for logistics, supply chain management, Order to Cash and Channel Revenue Management. As an accomplished Oracle Implementer and Project Manager, Jason provides expert advice enabling clients to get optimal value from their investment in Oracle solutions. His industry experience covers small to medium size business as well as large multinational organizations across all major sectors including Manufacturing and Distribution, Service, Healthcare, Bio Tech, Utilities and Public Sector.
  13. 13. Endeca EEE – Transforming Data to Create an Information Driven Business Background  Oracle EBS install  Oracle Financials  Order to Cash  Channel Revenue Management  Custom Reporting  24 independent reports slicing data ▪ Each report specific to a dimension / measurement ▪ Data was specific to closed claims only ▪ No available tool for identifying issues and driving to resolution
  14. 14. Endeca EEE – Transforming Data to Create an Information Driven Business Endeca ■ Approach  Leverage out of the box dashboards  Add additional fields to data stores  ETL tweaks to include a computational package and to include the additional views  EQL tweaks for the graphs ■ Consolidated single page dashboard  Drill down graphs  Multiple dimensions per graph
  15. 15. Endeca EEE – Transforming Data to Create an Information Driven Business Highlights  Actionable  360 degree view of claims (open and closed)  Visualize critical points of data in one view  Measure, identify, prioritize and resolve loop to manage real time issues and opportunities ■ Consolidated single page dashboard  Drill down graphs  Multiple dimensions per graph
  16. 16. Data Domain Management with Self-Service OEID Jeffrey Reid Partner Manager jeff@realdecoy.com ■ Nine years of focus on the Endeca Commerce and Endeca Information Discovery platforms in a variety of roles ■ An educator at heart, involved in the delivery and creation of content geared towards the enablement of 100s of partners and customers worldwide ■ Certified Oracle Endeca Information Discovery Implementation Specialist ■ Subcommittee chair of the OAUG Endeca Sig
  17. 17. Data Domain Management with Self-Service OEID – Background  Data and Content Provisioning by End-User Add New Data  Intuitive Analytic Visualizations  Detailed Record Characteristics  Share and Collaborate See New Patterns  Rapidly Compose Discovery Apps  Leverage Pre-Built Navigation  Out of the Box Search Ask New Questions Self-Service Discovery IT Provisioned Discovery  Innovative ETL  Unstructured Crawling  Higher Data Scale Add New Data  Create Advanced Analytic Metrics  Tuned and Customized Text Enrichment  Higher User Scale See New Patterns  Implement Deep Discovery Apps  Role Based Interaction  Highly Tuned Search Ask New Questions Formalize Evolve
  18. 18. Data Domain Management with Self-Service OEID – The Issue
  19. 19. Data Domain Management with Self-Service OEID – The Questions ■ Do we need an automated process? ▪ Manual monitoring, or educate users on how to maintain applications ■ Is memory or size the issue? ▪ Data domains natively sleep after a lull in usage ■ Should we limit access to the Provisioning Service? ▪ Which of our users need the ability for self-service discovery ■ Do we need to force a limit on applications? ▪ Administrators can configure a limit on the number of provisioning service applications that can be created
  20. 20. OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge? Gustavo Gonzalez, CTO IT Convergence ■ Oracle ACE Director Specialty Applications ■ More than 15 years Oracle Applications Experience ■ Head of IT at IT Convergence since 2006 ■ Co-Author “Oracle E-Business Suite Financials Handbook 3rd Edition” ■ Technical Editor “Oracle Fusion Applications Development and Extensibility Handbook” ■ Member of the Oracle EBS Customer Advisory Board ■ Member of the Oracle Usability Advisory Board ■ Project Manager of the R12 Upgrade at IT Convergence ■ Project Manager of R12.2 Beta Program & Early Adopter ■ Project Manager of Fusion Apps Implementation at ITC @ggonza4itc
  21. 21. Gustavo Gonzalez Contact Information Blog itconvergence.blogspot.com LinkedIn www.linkedin.com/company/it-convergence YouTube www.youtube.com/user/ITConvergenceMKT Twitter @IT_Convergence Gustavo Gonzalez, CTO @ IT Convergence gfgonzalez@itconvergence.com cto@itconvergence.com +1 (415) 962-8604 // +54 (11) 4000-8484 Twitter: @ggonza4itc LinkedIn: bit.ly/ggonza4itc
  22. 22. OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge? Key objectives for a reporting plan ■ Current operational challenges ■ A company-wide approach to data management ■ Access to a unified and integrated view of your company’s core data ■ Integrated and unified data view
  23. 23. OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge?
  24. 24. OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge?
  25. 25. OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge?
  26. 26. OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge? Conclusions ■ Categorize your “Personas” into the styles ■ Understand their needs ■ Evaluate your budget ■ Start small
  27. 27. Process Chargebacks using Endeca Robin Walker, Managing Partner Caliber Services, LLC rwalker@caliber-services.com +1 (609) 680-6180
  28. 28. Process Chargebacks using Endeca Business Case Scenario Pharmaceutical Manufacturer receives chargebacks sent by wholesaler via EDI Dispute Reason Resolution Path (Fix Master Data) • Invalid Customer • Fix customer record • Invalid Price • Fix price list • Invalid line / Line is duplicated • No resolution • Agreement is Null • Request for resubmit • Calculated Amount does not match with claimed amount • Approve calculated or claimed amount • End Customer Name missing • Request for resubmit Validation Attributes End Customer End Customer Price list Product End Customer Price Quantity Wholesaler Price
  29. 29. Process Chargebacks using Endeca Metrics, Tag Cloud, Pie Chart Chargeback Metrics • Debit Memo count • Line Count • Lines > 7 days (from date received) • Chargeback line total • CB Amt > 7 days Chargeback batch “Dispute Codes” are represented via • Tag Cloud – volume represent display size • Pie Chart with distinct colors • Tag Cloud / Pie Chart are used to allocate the work
  30. 30. Process Chargebacks using Endeca Data Grouping Grouping • Customer • Price • Dispute • Other • Counts
  31. 31. Process Chargebacks using Endeca Bar Chart by Price List A key role by Price lists Represented in Bar chart with distinct colors Tag Cloud to capture the relevance
  32. 32. Process Chargebacks using Endeca Chargeback Processing using Endeca Chargeback Functionality  Track Chargeback Data  Chargeback Data Metrics  Data grouping by Dispute Code  Distinct views by Dispute category  Charts with Dimensions Time line Server Configuration - 2 days • Endeca (1 day) • Clover (1 day) Endeca Configuration - 3 days • Custom view (1 day) • Attribute Management (4 hrs) • Linking custom view (2 hrs) • Loading initial data (2 min) • Building 5 graphs (8 hrs)
  33. 33. Panel Q&A You may complete the session evaluation either on paper or online via the mobile app
  34. 34. Closing Comments! Endeca SIG Contacts George Somogyi gsomogyi@comcast.net Jeff Reid jeff@realdecoy.com Kirby Lunger kirby.lunger@performancearchitects.com Ramesh Kumar rkumar@ealliancecorp.com Join our SIG at the OAUG web site: http://oaug.org/communities/sigs Stay in Touch with our Endeca SIG Twitter: @EndecaOAUGSIG OAUG Endeca SIG web site: http://endecasig.oaug.org/ Linked-In Group: http://www.linkedin.com/groups/Oracle-Applications-Endeca-SIG-5070991
  35. 35. Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app The Endeca SIG Board
  36. 36. Appendix Endeca Sessions at Collaborate 15 You may complete the session evaluation either on paper or online via the mobile app
  37. 37. EBS Extensions: Collaborate Content  10263: Oracle EBS extensions for Endeca vs.. OBI Apps: What’s the best way to solve our reporting challenge?  Mon. April 13| 2:00 PM - 3:00 PM | Room Jasmine C  10455: Oracle EBS R12 Receivables Extensions for Oracle Endeca  Mon. April 13| 2:00 PM - 3:00 PM | Room Breakers F  10607: Meet the Experts: Oracle E-Business Suite Extensions for Oracle Endeca  Mon. April 13| 2:00 PM - 3:00 PM | Room Breakers G  10449: Oracle E-Business Suite Extensions for Oracle Endeca: How to Customize?  Mon. April 13| 3:15 PM - 4:15 PM | Room South Seas H
  38. 38. Oracle EID: Collaborate 15 Content  562: Innovation, Big Data and the Internet of Things Mon. April 13 | 9:15am – 10:15am | Room Jasmine E  10497: Using Integrator For Data Loading: Navigating Clover ETL for Oracle Endeca Information Discovery Mon. April 13 | 12:45 PM - 1:45 PM | Room South Seas H  936: Big Data Discovery – Enabling Business Analysts to Find Value in the Data Lake Mon. April 13 | 12:45 PM - 1:45 PM | Room Jasmine E  10457: Improving continuum of care and quality with Endeca Information Discovery Mon. April 13 | 3:15 PM - 4:15 PM | Room Jasmine C  10496: Empowering Self-Service Discovery with Data Mashups in Oracle Endeca Information Discovery Thurs. April 16 | 9:45 AM - 10:45 AM | Room South Seas D

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