Pristine Customer Master 10/27/2016

Gaurav Jain VP – Global Consulting and New Initiatives Niranjan Mamillapalli Director – Solution Enablement Mani Sabesan Sr. Manager – Consulting

2

19 years

Oracle EBS, VCP, Cloud and BI

Products

Managed Services

SFDC, QlikView, Arena

About Triniti

TRINITI

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Challenges

Agenda

1

Root Cause 2

Solution Characteristics 3

Customer Data Management 4

Summary 5

4

What we have heard… Customer Master Challenges

Shared Services Model

Multi-application Interaction

Data Management

5

Customer Master Joint ownership

Customer Service

Addresses, Contacts

Site Usages

Customer Status

Relationships

Finance

Payment Terms

Credit Limits

Tax Certificates

Holds

Operations

Shipping Methods

Order/Line Types

FOB Point

Freight Terms

•  Sales •  Quoting •  Export compliance •  Shipping

•  Pricing •  Tax •  BU Functions •  Region/Site Functions

Others…

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Solution Characteristics

Workflow Mass Maintenance Governance

System enforced business processes

Self-service mass maintenance

Who, What, When, Why

Realtime Multi-App Support

Low latency Data in synch across the applications

Leverage Oracle Application

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Metrics

 Quality  Time

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 Triniti CDM

 (Customer Data Management)

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New Customer Creation Process

Workflow

 ‘Your’ process, System enforced

 Email notification for Action using

SSO

 Most granular level of attribute

security

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Change Approval Process

Approvals

 Approvals with comprehensive

audit

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User Interface

GUI

 One screen UI

 Natural Structural Representation

 Property Sheet for each node

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Nodes

.

Nodes

 Configurable Nodes

representing entities

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Models

.

Models

 Use Models to further speed up

the customer creation process

 Attribute values can be defaulted

in the model

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Version Control

.

Models

 Complete version control

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LOVs

.

LOVs

 Real-time info from Oracle

 Prevent incorrect data entry

 Business specific Rules can be

applied

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Addresses

.

Addresses

 Google Maps suggested

address

 Validation with Vertex, Sabrix,

Taxware

17

Plug and Play

Plug and Play

 Existing Customer data

available in application

 DFFs auto loaded in application

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Attribute Controls

Security

 Most granular attribute controls

 Display – Y/N  Edit – Y/N

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Multi-Application Synch

Multi-App

 Simultaneous data synch

 Oracle EBS  SFDC

 Oracle Cloud (Q1 ‘17)

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Mass Change

Mass Change

 Excel-like UI

 Comprehensive attribute coverage

 Build your own conditions

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Mass Change

Mass Change

 Excel-like UI

 Comprehensive attribute coverage

 Build your own conditions

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Customer 360o

All changes tracked – Who, What, When

Audit 01

Big Picture – Orders, Invoices Summary

Summary 02

All Sales Orders and Invoices for the Customer

Orders and Billings 03

Outstanding for Customer Invoices

Aging 04

Customer Contacts at all levels of hierarchy

Contacts 05

Sales Reps at all levels of hierarchy

Sales Reps 06

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Customer 360o

360o view

Summary

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Customer 360o

360o view

 Audit

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Customer 360o

360o view

 Orders

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Customer 360o

360o view

Billing

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Customer 360o

360o view

Sales Reps

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Customer 360o

360o view

Contacts

29

Customer 360o

360o view

Aging

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Triniti ADM Suite Govern ALL your master data with a single framework

Multi Domain Product (TPM)

Customer (CDM) Supplier (SDM)

Flexible Deployment Cloud

On Premise

Multi Vector Oracle EBS

SFDC Arena PLM

Best in Class Governance Configurable Workflows

Approvals Audit

Policies

Usability Only 2 screens for end users

to learn

100% Authorship Pre-integrated to applications

Zero Latency Synchronous real time integration

Rapid ROI 30~90 day implementation

Economical pricing

RO

31

External Validation

Cool Vendors in Information Governance and MDM, 2015, G.De Simoni, R. Edjlali S. Judah, B. O'Kane, A. White, 30 March 2015 “Why Cool: Triniti focuses on a newly emerging segment of the market that we call application data management. Application data management helps business users govern and manage the business information within a specific business application. It is the start of a focused application data management solution for Oracle ERP”

March 2015

.

Triniti ADM governs the inner 2 circles of business data (Gartner’s 3 rings of information Governance)

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Summary

Natural Structural Representation

Single screen UI

Mass Change – Flexible, Comprehensive

Oracle EBS and SFDC

‘Your’ Process – System Enforced

1

2

3

4

5

Realtime – All the time

AUDIT

Single Sign-on

User/Role based Security

Customer 360° view

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7

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9

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Thank You

Email: contact@triniti.com www.triniti.com