Pristine Customer Master - Texas-Louisiana...
Transcript of Pristine Customer Master - Texas-Louisiana...
![Page 1: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/1.jpg)
Pristine Customer Master 10/27/2016
Gaurav Jain VP – Global Consulting and New Initiatives Niranjan Mamillapalli Director – Solution Enablement Mani Sabesan Sr. Manager – Consulting
![Page 2: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/2.jpg)
2
19 years
Oracle EBS, VCP, Cloud and BI
Products
Managed Services
SFDC, QlikView, Arena
About Triniti
TRINITI
![Page 3: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/3.jpg)
3
Challenges
Agenda
1
Root Cause 2
Solution Characteristics 3
Customer Data Management 4
Summary 5
![Page 4: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/4.jpg)
4
What we have heard… Customer Master Challenges
Shared Services Model
Multi-application Interaction
Data Management
![Page 5: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/5.jpg)
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…
![Page 6: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/6.jpg)
6
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
![Page 7: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/7.jpg)
7
Metrics
Quality Time
![Page 8: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/8.jpg)
8
Triniti CDM
(Customer Data Management)
![Page 9: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/9.jpg)
9
New Customer Creation Process
Workflow
‘Your’ process, System enforced
Email notification for Action using
SSO
Most granular level of attribute
security
![Page 10: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/10.jpg)
10
Change Approval Process
Approvals
Approvals with comprehensive
audit
![Page 11: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/11.jpg)
11
User Interface
GUI
One screen UI
Natural Structural Representation
Property Sheet for each node
![Page 12: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/12.jpg)
12
Nodes
.
Nodes
Configurable Nodes
representing entities
![Page 13: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/13.jpg)
13
Models
.
Models
Use Models to further speed up
the customer creation process
Attribute values can be defaulted
in the model
![Page 14: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/14.jpg)
14
Version Control
.
Models
Complete version control
![Page 15: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/15.jpg)
15
LOVs
.
LOVs
Real-time info from Oracle
Prevent incorrect data entry
Business specific Rules can be
applied
![Page 16: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/16.jpg)
16
Addresses
.
Addresses
Google Maps suggested
address
Validation with Vertex, Sabrix,
Taxware
![Page 17: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/17.jpg)
17
Plug and Play
Plug and Play
Existing Customer data
available in application
DFFs auto loaded in application
![Page 18: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/18.jpg)
18
Attribute Controls
Security
Most granular attribute controls
Display – Y/N Edit – Y/N
![Page 19: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/19.jpg)
19
Multi-Application Synch
Multi-App
Simultaneous data synch
Oracle EBS SFDC
Oracle Cloud (Q1 ‘17)
![Page 20: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/20.jpg)
20
Mass Change
Mass Change
Excel-like UI
Comprehensive attribute coverage
Build your own conditions
![Page 21: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/21.jpg)
21
Mass Change
Mass Change
Excel-like UI
Comprehensive attribute coverage
Build your own conditions
![Page 22: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/22.jpg)
22
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
![Page 23: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/23.jpg)
23
Customer 360o
360o view
Summary
![Page 24: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/24.jpg)
24
Customer 360o
360o view
Audit
![Page 25: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/25.jpg)
25
Customer 360o
360o view
Orders
![Page 26: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/26.jpg)
26
Customer 360o
360o view
Billing
![Page 27: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/27.jpg)
27
Customer 360o
360o view
Sales Reps
![Page 28: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/28.jpg)
28
Customer 360o
360o view
Contacts
![Page 29: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/29.jpg)
29
Customer 360o
360o view
Aging
![Page 30: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/30.jpg)
30
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
![Page 31: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/31.jpg)
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)
![Page 32: Pristine Customer Master - Texas-Louisiana OAUGtloaug.communities.oaug.org/.../Pristine_Customer_Master_in...OAUG.pdf · Shared Services Model Multi-application Interaction ... Cool](https://reader033.fdocuments.us/reader033/viewer/2022052516/5af7bde97f8b9a190c91885f/html5/thumbnails/32.jpg)
32
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
6
7
8
9
10