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EMEA OSA XWeek

Supply Chain Management


R11
(March 14 17)
Mark Carson
Product Strategy Director
SCM

Order-to-cash and Multi-channel with Order Management


Cloud
March 14, 2016

Safe Harbor Statement


The following is intended to outline our general product direction. It is
intended for information purposes only, and may not be incorporated
into any contract. It is not a commitment to deliver any material, code,
or functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole
discretion of Oracle.

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

OBJECTIVES for your Session


Understand the trends driving Order-to-cash
Understand major product differentiators and roadmap
Effectively position Order-to-cash Cloud

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Order Management Trends

Channel
Proliferation

Increased Fulfillment
Complexity

Time to
Market Pressure

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Customer Experience
Expectations

Obstacles to Fulfilling the Promise of MultiChannel

Systems
Integration

Process
Orchestration

Optimizing
Performance

Multiple order capture


systems

Multiple systems

Making the best choices

Multiple fulfillment
systems

Multiple parties
Measuring customer &
product profitability

Changing landscape
(M&A)

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Strategy without Execution Leads to


Longer Order
Lead Times

Lower Customer
Satisfaction

Higher Inventory Costs

More Returns

Lost Sales

Lower Profitability

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Information Technology Trends

Reduce Cost &


Complexity

Scalable &
Secure

Flexibility Keep Up Empower Knowledge


with the Business
Workers

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Knowledge Check
Which of the following are order-to-cash trends?
a) Increasing fulfillment complexity
b) Channel expansion
c) Decreasing time to market
d) Higher user experience expectations
e) All of the above
Answer: e)

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | Confidential - Oracle Internal

OBJECTIVES for your Session


Understand the trends driving Order-to-cash
Understand major product differentiators and roadmap
Effectively position Order-to-cash Cloud

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Order-to-Cash with Oracle SCM Cloud


Maximize order fulfillment performance

TRANSPORTATI
ON PLANNING
ORDER
PROMISING

SHIPPING &
INVENTORY

COMPLIANCE
SCREENING

EXPORT /
IMPORT
DOCUMENTS
TRANSPORTATI
ON EXECUTION

ORDER
CAPTURE

Capture

INVOICE &
COLLECT

Promise

Order
Configurator
Global Trade
Global Order
Managemen
Managemen
Promising
t
t
Maximize customer service levels
Minimize order lead times
Mitigate supply chain risk

Orchestr
ate
Transportati
Inventory
on
Managemen
Managemen
t
t
Minimize
logistics costs

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

10

Integrate the entire Order-to-Cash process


Integrated cloud processes

Seeded Integrated cloud


processes with simplified set
up
Order-to-cash
Quote-to-cash (with CPQ)
Drop-ship
Back-to-back
Configure-to-order
Internal orders
Web services to leverage
existing systems or other cloud
applications

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

11

Oracle Order Management Cloud


Multi-channel order-to-cash orchestration
Global
Order Hub
visibility
across
all channels

Web

Call Center

Stores

Partners

EDI / B2B

Mobile

ORDER MANAGEMENT
CLOUD

Internal DC

3rd Party DC

Supplier

Stores

Finance

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Orchestrate
global order
fulfillment
across
all sources

12

Order Management
Capture Orders and Orchestrate Fulfillment
Create, Revise and Return Orders
Select products, price, view availability &
validate
Manage order revisions and return orders

Orchestrate Fulfillment

Create
Orders

Enrich, Route
& Orchestrate

Utilize flexible business rules for order


enrichment, process selection & routing
Implement configurable fulfillment
orchestration processes

Manage Exceptions
Monitor orders for exceptions with
configurable jeopardy conditions
Automate change order management

View Status &


Manage
Exceptions

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

13

Key Value Areas


Complete Order-to-Cash Cloud
Solution
End-to-end
integration across Oracle order-to-cash related
cloud applications
Pre-seeded processes for simple and advanced fulfillment
flows
Support for simple, configured and service products

Multi-channel Commerce Cloud Solution


Manage all orders on a single platform
Orchestrate order execution without capture / fulfillment
systems replacement
Establish cloud platform for future migration and growth

Optimize Fulfillment in an ever changing


Fulfillment Network
Centralize Order Promising
Profitable to Promise Order Promising
Comprehensive Availability Picture

Increase sales staff


productivity
Lower I.T. complexity
Faster time to market

Reduce fulfillment
errors
Lower I.T. costs
Increase innovation

Reduce order lead times


Meet promise dates
Lower Inventory Costs

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

14

Knowledge Check
Which of the following are major order-to-cash
differentiators?
a) End-to-end integration
b) Multi-channel flexibility
c) Cloud
d) All of the above
Answer: d)

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | Confidential - Oracle Internal

15

Program Agenda
1

Order Management Challenges

Review Major Features & Differentiators

Roadmap

Positioning

5
6

Sales Kit (Products, Playbook, Buyers)


Key Takeaways

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

16

Oracle Applications: Current Release and


Order Management, Pricing & Configurator
Roadmap
R11

Release +1

Order Management Cloud


Order entry, revisions &
returns
Pricing: customer
segmentation, pricing
strategies, pricing & shipping
charges, tax & returns
Multi-channel support:
integration with multiple order
capture channels and
fulfillment systems
Configure-to-Order fulfillment
Configurator Cloud new
product

Order Management Cloud


Visual rule builder
OAGIS support for EDI
Event driven email status
updates
Print Order
ICS for front end services &
business events
OSN integration
Change order services
Commerce integration*
eBS integration*

Release +2
Order Management Cloud
Price adjustments, overrides,
Approvals
Credit check
Credit card payments
Transportation integration
Trade compliance with GTM
Extensibility & PaaS enablement for
Pricing & Configurator
Configurator CPQ & Commerce
integration
Order-to-Cash landing page
(dashboard)

Pricing for Internal Orders


(SFO)
Configurator extensions
Restricted to event use only.

The above is intended to outline our general product direction. It is intended for information purposes only,
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing decisions. The development, release, and
timing of any features or functionality described for Oracles products remains at the sole discretion of

10/15/2015
Restricted to event use only.
Copyright 2015 Oracle
and/or its affiliates. All rights

CPQ

Sales Order, Order


Status, Change Order

Commerc
e

Sales Order, Order


Status, Change Order

EDI

Other

Order, Ship, Bill, Receive,


PO and Order Status
Orders & Order Status

Order
Mgmt Cloud API

GatewayOrder & Order Status


or OHS

(Partner)
EDI Order

XML Order
Customer
Specific

Customer
Specific
Credit
Check

Cloud

(Ship, PO, Inv,


AR)

Fulfilment

Capture

Order-to Cash Integration Roadmap

OTM/GTM
EBS
Other

Payments

Financials
Oracle Integration
Cloud Service
Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Available now
Planned This Year
Future Release
18

eBS Sample Integration - Features


Product Types

Standard items

Configurations (PTO & ATO)

Status updates

Order status updates (booked, awaiting


shipping, shipped, closed, cancelled)

Kits

Schedule ship date and arrival dates

Ship sets

Line splits due to partial shipment (back


order) from EBS

Order Operations

Application and release of holds

Add new order lines

Cancel order/ lines

Change quantity, product


configuration, pricing

Other category of order line attribute


Cloud or EBS
updates such as ship method,
Release versions
addresses, contacts

Splits

Order Management Cloud R11

Referenced returns

EBS 12.1.3

Change hold
Additional type of holds
Synchronize customer information
Schedule orders in Order Management

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Order Management Services


Template
Task
Fulfillment
Order

Order
Receive

Invoice

Order
Status

Reservation

ATP

Receipt

Events
Payments

API

Pause
Order Gateway
Mgmt Cloudor OHS
Schedule

Credit
Check

Events

Compliance

ATP

Pricing

Payments

Configurator

Credit
Check

Fulfillment

Capture

Shipment

Compliance
Transport

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Future Release
20

R11 Workarounds
Feature

Workaround
1.Rely on the upstream capture system for
credit checks prior to booking
2.Create an integration between OM task
layer and Financials web services for credit
check during fulfillment orchestration (e.g.
before shipment)
1.Rely on the upstream capture system for
handling credit card entry & validation.
2.Create an integration using between OM
task layer and Financials payment web
services to re-validate/collect during a
fulfillment process (e.g. before shipment)

Notes
Orchestration process will stop if cc fails
and a Jeopardy condition will be raised.
Orders cannot be put on hold
programmatically.

Create an integration between OM task layer


service and GTM web services for
Compliance Check
compliance check during fulfillment
orchestration
Create an integration between EDI doc that
EDI
will translate, parse and load orders into OM
import capture web service

Orchestration process will stop if cc fails


and Jeopardy condition will be raised.
Orders cannot be put on hold
programmatically.
OAGIS/CMK solution in R12

Credit Check

Credit Card
Payments

#2 assumes the validation ID would have


been passed from an upstream capture
system

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

21

R11 Workarounds
Feature
OTM

Subscriptions
Lifecycle

Workaround
Use task layer service to call OTM web
services to send orders and receive delivery
updates during fulfillment orchestration
1.Integrate with another application (e.g.
Infovity) or a PaaS application
2.Rely on the capture system to enable
upgrades/downgrades

Notes
EFFs are required for updates

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

22

Available Now - Subscriptions


Captur
e

Fulfillme
nt
New Orders
Cancellation
Billing
Periods
Pricing

1
2

New Orders
Cancellation
Billing
Periods
Pricing

CPQ

New Orders
Cancellation
Pricing

CPQ

Other

OM

Finance

Other

OM
API
Gateway
or OHS

API
Gateway
or OHS
Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Finance

Digital
Enablement
Systems
Rev Rec
Invoicing

Digital
Enablement
Systems
Rev Rec
Invoicing

eBS
Requires
Integration
I

Services Cloud OTC Vision R13+


Captur
e

Fulfillme
nt

MDM

Subscriptions

CPQ

Order Entry
Price

Commerc
e

Subscriptions
All Products, New/Change Orders
Coverages

Upgrades/Downgrades

EDI

Other

Order Import
Status
Order Entry
Price

Goods

OM

Other
Contracts

Digital
Enablement
Systems
Service
Contracts
Billing
Renewals

Assets

API

Orchestration
Gateway
Routing
Exception
or
OHS Mgmt
Change Mgmt

Goods

Finance
Procuremen
t
Inventory

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Rev Rec
Invoicing

Knowledge Check
Which of the following statement are true for
R11?
a) Partners can implement credit check and
EDI solutions
b) Subscription flows are partially supported
c) Oracle will provide sample integration for
Commerce and eBS
d) All of the above
Answer: d)

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | Confidential - Oracle Internal

25

OBJECTIVES for your Session


Understand the trends driving Order-to-cash
Understand major product differentiators and roadmap
Effectively position Order-to-cash Cloud

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Target Account Profile


Order-to-Cash

Company Size

Mid-size companies
Subsidiaries of larger enterprises

Industries:
High-Tech
Industrial Manufacturing
Software
Retail
Communications (h/w)
Others

Business Characteristics
Multiple sales channels direct sales, ecommerce, etc
Products standard items, kits, pick-to-order,
configure-to-order
Subscription Services one-time & recurring (not
requiring fulfillment) e.g. software
Simple or complex fulfillment e.g., multiple ERPs
or 3rd party fulfillment systems

I.T. Characteristics
Preference for Cloud applications
Current Oracle Cloud customer (CX, ERP, HCM)
Heterogeneous legacy I.T. environment (e.g., mix
of on-premise ERP systems) looking for Cloud
migration path
Copyright 2015 Oracle and/or its affiliates. All rights reserved.
Oracle
| Confidential Internal

27

Balancing Your External and Internal Factors

INNOVATE AT THE EDGE


(Co-Existence)

COMPLETE
TRANSFORMATION
(Cloud Transformation)

OPERATIONAL EXCELLENCE
(Consolidation & Hosting)

DIVISIONAL MODERNIZATION
(Two-Tier ERP/SCM)

Ability to
Change

Rate of Industry Change


Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

28

Sales Plays All Cloud


Order-to-Cash
Sell Order Management Cloud along with other Oracle cloud apps (e.g. Inventory,
Procurement, Finance) for an end-to-end order-to-cash solution
Want complete order-to-cash solution on the cloud
Typically have outsourced fulfillment, manual process or home grown legacy system in need
of replacement
Microsoft Dynamics or NetSuite are typical competitors.
Industries include small and medium companies in high tech, manufacturing, retail
Examples include Propak, Beauty & Luxury
Single or multi phase implementations, usually not coexistence. Procurement and
Financials implementations may be underway.

Copyright 2015 Oracle and/or its affiliates. All rights reserved.


Oracle
| Confidential Internal

29

All in Phased Rollout


Captur
e

Fulfillme
nt

All order lines


All Products, New/Change Orders

Finance
Procuremen
t
Inventory

Order Entry
Configure
Price

OM & Orchestration
Routing
Mgmt
GOP Exception
API Mgmt
Change
Cloud Gateway
or OHS

MFG
Planning
Central

Implement
Future Phase
On-premise ERP
Other System

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

30

Sales Plays Multi-channel


Order-to-Cash

Sell Order Management Cloud for multi-channel order


management, including non-Oracle order sources and
fulfillment systems.
Have multiple order capture and fulfillment systems
Want a cloud solution for the front end and continue to leverage ERPs for mfg and
fulfillment
Companies often have SFA (Oracle or SFDC), CPQ and eBS, SAP ERP and are planning to add
Commerce
SAP is the main competitor and sells the grand vision of all in one cloud solution
Cloud is just hosted on-premise
Not flexible to support non-SAP systems across order-to-cash

Examples Stryker, Eaton, Schneider Electric, GE Oil & Gas.


Commerce is usually an existing install or under implementation. Examples are DSW,
Copyright 2015 Oracle and/or its affiliates. All rights reserved.
Oracle
| Confidential Internal
Sonae.

31

Order-to-Cash Case Study


Description

Co-existence with phased roll-out

Customer
Profile

Legacy ERP with manual and different processes to support different product
lines
SFA with quoting (CPQ) in implementation underway
Live on HCM, Marketing

Industry

Large software company that also sells hardware

Strategy

First phase to sell all products through a single interface, target 2017
Integrate centralized order management with quoting and ERP to orchestrate
product fulfillment
Maintain legacy eBS ERP for hardware fulfillment
Replace eBS with Cloud Manufacturing, Planning, Inventory and Direct
Procurement in 2018

Goal

Create a single automated ordering platform across product lines for improved
sales productivity, streamline new process introduction and pricing release, lower
back office support and higher
data quality
Copyright 2015 Oracle and/or its affiliates. All rights reserved.
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| Confidential Restricted
32

Order-to-Cash Case Study


Captur
e
Leads &
Opportunity
Configure
Price
Quote
Contracts

Fulfillme
nt

MDM

SFA

Non-hardware order lines


All Products, New/Change Orders

EDI

Order Import
Status

Orchestration
Routing
Exception Mgmt
API Mgmt
Change

OM &
GOP
Cloud Gateway
or OHS

Non-hardware order lines


Initial Implementation
Future Phase
On-premise ERP
Other System

Procuremen
t
Inventory

CPQ
Commerc
e

Finance

Hardware Order Lines

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Indirect
e.g. CD,
documentation

MFG
Planning
Central

Custom

Digital
Enablement
Systems

eBS

Planning
Procurement
Mfg
Inventory
Field Service

Additional Discussion Points


Integration with CPQ
What type of change orders and where they happen
Strategy for pricing and configurator across CPQ, Cloud OM and eBS

Timing of features in OM
Install base not available
Other features required in R12 credit check, compliance, manual price overrides

eBS process would be kept in tact for mfg and service to avoid overly complex
integration with cloud
Planning, manufacturing, direct procurement, shipping, field service, install base would remain in
eBS
Cloud Inventory would be used for shippable products not processed by eBS
Cloud Procurement for indirect
Link to Financial Cloud for GL and reporting

Software and services integration


Copyright 2015 Oracle and/or its affiliates. All rights reserved.Oracle
Confidential Restricted
Primarily legacy systems for software license
enablement and subscription| billing

34

Order-to-Cash Case Study


Description

Co-existence with phased rollout by business unit

Customer
Profile

Industry

Large commercial division in oil & gas spare parts & repair

Strategy

Phase 1 Configure, Price, Quote and Service


Phase 2 Commerce, consolidated invoicing, rationalize ERPs
Phase 3 Roll out platform to other regions

Goal

Single face to customer in the regions


Driving regional growth while effectively managing resources and regional
priorities
Driving operational efficiencies across current P&Ls in a multi modal site

Many ERP systems, inconsistent customer interaction across regions and


product lines

Pilot region for cloud adoption

Copyright 2015 Oracle and/or its affiliates. All rights reserved.


Oracle
| Confidential Restricted

35

Order-to-Cash Case Study


Captur
e
Leads &
Opportunity
Configure
Price
Quote
Contracts

Fulfillme
nt

MDM

SFA

All order lines


All Products, New/Change Orders

Order Import
Order Status
Availability
All Products, New/Change Orders

EDI

Initial Implementation
Future Phase
On-premise ERP
Other System

Procuremen
t
Inventory

CPQ
Commerc
e

Finance

OM &
GOP
Cloud

Global Order
Promising
Orchestration
API
Routing
Exception
Gateway Mgmt
Change Mgmt

Indirect

Regional stock

Planning
Central
Service

Tickets

or OHS

Specific order lines

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

ERP
ERP
ERP
ERP
ERP

Planning
Procurement
Mfg
Inventory
Repair

Additional Discussion Points


Capture Systems
CPQ, Commerce would support direct and web channel. EDI would go directly to Cloud OM
Would like to centralize configurator and pricing engines

Division of functional between Cloud and legacy ERP


Cloud financials used for consolidate invoicing, ERPs would keep the other financials functions
Cloud Inventory would hold local stock inventory, ERPs all other
Cloud Service would only support tickets, true repair would be executed in the ERP
Global Order Promising will be used to collect/consolidate availability across the ERPs

Areas that would move to cloud at a later point as the footprint matures
Integrated business planning, cost out modeling, supplier life cycle, quality
Innovation management would be cloud

Copyright 2015 Oracle and/or its affiliates. All rights reserved.Oracle


|
Confidential Restricted

37

Order-to-Cash Case Study

COMPLETE
COMPLETE
TRANSFORMATION
TRANSFORMATION

Description

Co-existence moving to all cloud

Customer
Profile

Services for fleet vehicle management, e.g. tracking, routing, maintenance, and
monitoring
Three main product types hardware device with associated mounting kit(s),
SaaS based Software Services and Professional Services
Already own Cloud HCM, Projects, Inventory, Procurement, Revenue
Management, Finance, and Planning and Budgeting

Industry

Large software company that also sells hardware

Strategy

First phase to enable order management SFDC as capture system,


orchestration all product types, legacy system maintained for subscriptions,
projects used for consulting work
Later phases include manufacturing, ,planning and additional channels, e.g. EDI,
Commerce, CPQ

Goal

Migrating off older legacy custom systems to improve usability, flexibility and
performance
Copyright 2015 Oracle and/or its affiliates. All rights reserved.
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| Confidential Restricted

38

Telogis Phase 1 Order Management


Captur
e

Leads &
Opportunity

Fulfillme
nt

MDM

Oppy HW, SaaS SFW, Services

Hardware

SFDC
Commerc
e
EDI
CPQ

Procuremen
t
Inventory

Order Import
Status

OM
Cloud

Orchestration
Routing
Exception Mgmt
API Mgmt
Change

Gateway
or OHS

(Oracle or
other)
SaaS SW
Initial Implementation
Future Phase
On-premise ERP
Other System

Finance

Consulting Services

Copyright 2014 Oracle and/or its affiliates. All rights reserved.

MFG
Planning
Central
Revenue
Manageme
nt
Custom
PPM

Digital
Enablement
Billing
Project
Billing

Sales Plays Standalone OM


Order-to-Cash

Sell Order Management Cloud standalone for simple or


multi-channel environments
Want an orchestration solution with or without legacy capture systems
Typically have existing back end for fulfillment ERP or other (e.g. retail)
May require GOP
Industries include med-large high tech, mfg, retail
Examples include Van Hessen (JDE) & DSW (retail systems)

Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Standalone Retail
Captur
e

Fulfillme
nt

All order lines

Commer
ce

Other

Retail Applications

New Orders

OM & Orchestration
Routing
Mgmt
GOP Exception
API Mgmt
Change
Cloud Gateway
Promising
or OHS

Implemented
Future Phase
On-premise ERP
Other System

Copyright 2014 Oracle and/or its affiliates. All rights reserved.

41

Complete Support and Eco-System


EARLY ADOPTER PROGRAM
Oracle Executive Sponsorship

ECO-SYSTEMS
Complete support for Oracle
Community

Partnership and collaboration with Development

Co-development partnerships with SIs

Comprehensive implementation
Advanced insight, earlier access and knowledge transfer
Training
Partner add-on solutions on
Materials in advance of General Availability
Marketplace
Co-marketing opportunities
Program Manager assigned

Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Oracle Confidential Internal

42

Knowledge Check
Which of the following are order management
sales plays?
a) All cloud
b) Multi-channel
c) Standalone
d) All of the above
Answer: d)

Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Confidential - Oracle Internal

43

B2B Order Management: Product Set


Core Products
Order Management Cloud
(+Pricing)
Global Order Promising
Cloud
Configurator Cloud

Related SCM Cloud Products


Inventory Management Cloud
Procurement Cloud
Planning Central Cloud
Manufacturing Cloud
Transportation Management Cloud
Global Trade Management Cloud

Related CX Cloud products


CPQ (Configure, Price, Quote) Cloud
Commerce Cloud

Related ERP Cloud Products


Financials

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential

44

Price List (Proposed)


Product
Order Management Cloud
Service
Order Management Cloud
Service
Global Order Promising Cloud
Service
Global Order Promising Cloud
Service
Configurator Cloud Service
Configurator Modeling Cloud
Service

Monthly
Subscriptio
n Price

Metric

25

1,000 Order
Lines

350

Named User

12

1,000 Order
Lines

175

Named User

12

1,000 Order
Lines

Applies only to CTO order lines

500

Named User

Applies only to users who create/manage


item configuration models

Notes

Notes:
1. Standard term is 3 years
2. Customer-2-Cloud migration available

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential

45

Playbook by Sales Channel for Order Capture


Specific Direct Sales or
Partner Sales solution
required?
No
Specific Web Store or Call
Center solution required?
No
EDI or order capture directly
into OMS required?
No
Other capture needs not yet
addressed?

Yes

Sell CPQ Cloud for that channel

Continue
Yes

Sell Commerce Cloud for that


channel

Continue
Yes

Sell OMS Cloud for that channel

Continue
Yes

Extend use of the solution that


most closely matches
requirements

Oracle Confidential Internal/Restricted/Highly


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Restricted

46

Playbook for Order Orchestration and Fulfillment


Multiple Capture Channels,
Multiple Fulfillment Sources,
or any Cloud Fulfillment

Yes

Sell OMS Cloud for Cloud or


multi-channel order
orchestration and fulfillment

Yes

Use direct integration to


fulfillment source

No
Direct integration from that
capture (e,g CPQ) to
fulfillment source (e.g. single
instance EBS) available?
No

Sell OMS Cloud to provide


integration

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47

Playbook for Configurator


OMS Cloud is one of the
configuration capture
sources?
No
CPQ Cloud and/or
Commerce Cloud are
configuration capture
sources?
Yes

Yes

Use the OMS Configurator


for all configured orders to
be captured in OMS Cloud

Continue

Use the CPQ Configurator


for those configurations

Oracle Confidential Internal/Restricted/Highly


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48

Suggested Playbook for Configurator

(Assuming planned OMS Configurator / CPQ Cloud Mash-up


delivered)
OMS Cloud is one of the
configuration capture
sources?
No

Yes
Continue

CPQ Cloud and/or


Commerce Cloud are
configuration capture
Yes
sources?
Requirement for strong
linkage to BOM and the
detailed manufacturing
process?
No

Use the OMS Configurator


for all configured orders to
be captured in OMS Cloud

Yes

Use the OMS Configurator


within CPQ Cloud or
Commerce Cloud for those
configurations

Continue

Use the CPQ Configurator


for any remaining
configurations
Oracle Confidential Internal/Restricted/Highly
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49

Target Buyers
Order-to-Cash

CEO/ COO/ CFO


Chief Information Officer
VP of Sales & Commerce
VP Supply Chain
Order Manager
Fulfillment Manager

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| Confidential Internal

50

Chief Information Officer

Order to Cash Cloud


Discovery Questionnaire

Cares About:Qualification: Discovery Questions:


Innovation
System
Flexibility
Lower IT Cost
Fast time to
go-live
Customer
experience
Operational
efficiencies

Do your
systems
support
innovative
& flexible
business
processes
to address
enterprise
goals
/initiatives
?

Are your systems capable of supporting


flexible O2C business processes to enable
enterprise initiatives?
Does everyone have timely, consistent and
accurate visibility to order information
across business lines?
Do you have multiple order capture and
fulfillment systems?
Are you concerned about the time and cost
of implementing your SCM solutions?
Is maintaining system integrations
restricting your ability to support new
projects?

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential

51

Order to Cash Cloud


Discovery Questionnaire

Order Manager

Cares About: Qualification: Discovery Questions:


Productivity
and efficiency
Order Quality
Collaboration
Fulfillment lead
time

What tools
do you use
to manage
your order
accuracy
and
success?

Can you enter order & revise orders


efficiently?
Does your system alert you to manage
exception orders proactively?
How do you deal with inaccurate ship
dates and order fulfillment errors?
Do you promise orders based on
available inventory, priorities and
customer demands?

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential

52

Order to Cash Cloud


Discovery Questionnaire

Fulfillment Manager

Cares About: Qualification: Discovery Questions:


Orders filled on
time
Order accuracy
Fulfillment lead
time
Order
fulfillment
costs

What tools
do you use
to manage
your order
fulfillment
process?

How is your on time shipping


performance?
Can you efficiently reroute orders to
overcome supply disruptions?
Do you promise orders based on
available inventory, priorities and
customer demands?
Does your supply chain involved
complex fulfillment flows such as backto-back, drop ship, internal material
transfers?
Do you use specialized configure-toorder processes?

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53

Order to Cash FAQs


Customer facing FAQ (public)
What are the functional capabilities of Oracle Order Management
Cloud?
The major functional areas of Oracle Order Management Cloud Include:
Import, Create, Revise and Return Orders ,
Import orders from other capture systems to support multi-channel
Select products (standard, configured, services), price, view availability & validate

Oracle Internal FAQ (more detailed)

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

54

More information & resources


Post your questions on Fusion SCM forum
It will get answered by your peers or PMs from multiple SCM teams.

Product Strategy Contacts


Order Management: Mark Carson (mark.carson@oracle.com)
Pricing & Configurator: Alison Schofield (alison.schofield@oracle.com)
Global Order Promising: Matt Johnson (matt.johnson@oracle.com)
Logistics & Order Management: Derek Gittoes (
derek.gittoes@oracle.com)

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

55

Knowledge Check
Which of the following statement is true?
a) Order Management is sold per user only
b) Order Management should be used for the
web sales channel
c) Cloud Configurator should be considered
when Cloud Manufacturing is used
d) CPQ should be used to support all order
capture channels
Answer: c)

Copyright 2015 Oracle and/or its affiliates. All rights reserved.


|
Confidential
- Oracle Internal

56

Key Takeaways
Complete Order-to-Cash Cloud
Solution
End-to-end
integration across Oracle order-to-cash related
cloud applications
Pre-seeded processes for simple and advanced fulfillment
flows
Support for simple, configured and service products

Multi-channel Commerce Cloud Solution


Manage all orders on a single platform
Orchestrate order execution without capture / fulfillment
systems replacement
Establish cloud platform for future migration and growth

Optimize Fulfillment in an ever changing


Fulfillment Network
Centralize Order Promising
Profitable to Promise Order Promising
Comprehensive Availability Picture

Increase sales staff


productivity
Lower I.T. complexity
Faster time to market

Reduce fulfillment
errors
Lower I.T. costs
Increase innovation

Reduce order lead times


Meet promise dates
Lower Inventory Costs

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

57

Key Takeaways

INNOVATE AT THE EDGE


(Co-Existence)

COMPLETE
TRANSFORMATION
(Cloud Transformation)

OPERATIONAL EXCELLENCE
(Consolidation & Hosting)

DIVISIONAL MODERNIZATION
(Two-Tier ERP/SCM)

Ability to
Change

Rate of Industry Change


Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

58

Q&A via WebEx


Q&A

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

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