Oracle Content Management Playbook

Transcription

Oracle Content ManagementPartner Webcast

Agenda Welcome to Oracle & OPN - Christine Dover Product Overview & Sales Strategy - Sancho Pinto &Clark Bloom Business Continuity - Barb McAteer, Anne Marie AdaoClark Bloom, & Shawn Driscoll Business As Usual & Working Inside Oracle Post LEC Order Process using Captovation T&Cs Order Process using OPN T&Cs Renewals Update - Roger Chamlin Call To Action - Christine Dover Q&A

Welcome To Oracle & OPNChristine Dover

Enabling The Partner EcosystemTop Strategic Partners(20)Traditional Oracle Partners(3,000)Regional Resellers, SIs, ISVsLow Volume Small Partners(16,000)Small VARs, ISVs, Remarketers, WW A&C ManagedHigh-touch sales and enablementCustom programs and offeringsJoint solution development Managed by Regional A&CLocal relationship developmentJoint events, OPN DaysLeverage deep customer relationshipsKey triangulation targets WW A&C ManagedLow-touch, online enablementOPN IC EngagementVelocity salesLeverage VADs for increasedpenetration

FY09 WWA&C Strategy & DirectionWWA&C Mission StatementStrategic ObjectivesTo increase revenue and profitability for Oracle and our partners,while building a strong ecosystem to better support solution sales

FY09 Oracle Partnering Model

Product Overview & StrategySancho PintoClark Bloom

The following is intended to outline our general productdirection. It is intended for information purposes only,and may not be incorporated into any contract. It is nota commitment to deliver any material, code, orfunctionality, and should not be relied upon in makingpurchasing decisions. The development, release, andtiming of any features or functionality described forOracle’s products remains at the sole discretion ofOracle

Captovation Strategic Rationale Captovation is a leading provider of document capture Offers enterprise solutions for production and distributed scanning Deep knowledge and domain expertise in document captureStore Why Captovation? Over 400 customers using a joint Oracle I/PMand Captovation solutionCaptureVersionIndexCreateManage Fills an important gap in Oracle’s ECMfootprint Customers want integrated, out-of-the-boxECM solutions that include capture Oracle is only vendor with a fully-integratedsolution for automating back office operationsCleanseDistributePublishRetainSearch

Document CaptureProduct Strategy Production Capture Streamlined high volume scanning and indexing Provide robust data extraction/recognition capabilities Support large, global deployments Distributed Capture Web-based document capture for knowledge workers Support business application integrations Support for diverse IT data center environments

Document CaptureProduct PackagingExisting Captovation ProductsScan- Scan for ISIS- Scan for Adrenaline/VRSIndex- Zonal OCR OptionRecognition ServerImport ServerCommit ServerSearchable PDF OptionWeb Capture- Server- Client- Searchable PDFOracle ProductsOracle Document CaptureOracle Distributed DocumentCapture

Oracle Document Capture High-volume scanningScan Automated indexing viabarcode recognitionRecognitionCommit Archive images intoOracle ECMImport Import from email,network folders, faxand FTP serversIndex Streamlined key-from-image Zonal, ad-hoc OCR Relational pick-lists anddatabase lookups I/PM and UCM Also support nonOracle ECMs

Oracle Distributed Document CaptureImport from FolderDesktop ScanningInternetNetwork TwainOracle Document CaptureIndexRecognitionCommit

Document CaptureRoadmap10g R311gDocument CaptureDistributed Document Capture Vista certification Built on J2EE and Java Configuration import/export tools Support for SSO and multiple directories BPEL support in I/PM commit driver Fully translated and accessible Translations, Language support AccessibilityDistributed Document Capture URL addressable for applicationintegration Accessibility

Document CaptureSales Strategy Business As Usual Leveraging OD Leveraging ECM 2.0 Sales Force Sell The Suite Oracle Applications, ie Siebel, PeopleSoft, JDE, EBS, GBUOracle Technology Pillars, ie GRID, DB, Security, SOAFusion Middleware PillarsLOB Solutions, ie Accounts Payable, e-Govt, Cast Management,Multi-Website Management Vertical Entry Points HealthcareProfessional ServicesFinancial ServicesHigher EducationHigh-Tech Manufacturing

Product Pricing & DiscountsSancho PintoClark Bloom

Document CaptureProduct PricingProductList PriceLicense MetricMinimumOracle DocumentCapture 7,000Processor-Oracle DistributedDocument Capture 1,200Named User Plus10 NUPNote: For Document Capture, the CPUs on the scan stations/index stations must belicensed.

Business ContinuityWorking Inside Oracle Post LECBarb McAteerClark BloomAnne Marie AdaoShawn Driscoll

Worldwide Contacts for PartnersThe following process flow details are specifically forpartners in North America In Asia Pacific: work with your Oracle Sales Admin contact tosubmit orders In Europe, Middle East, & Africa: send your Quote and PO toclaudia.santonati@oracle.com In Latin America: email opnlad ww@oracle.com

Working Inside Oracle Post LECOrder Process Captovation tesdealBooking/InvoicingQuote/PO mailed to:channelsupport us@oracle.comContracts Validates,countersigns andsubmits to OrderAdmin for bookingChannel salesspecialist sendsto Contractsteamfor reviewContracts teamCSS obtains approvalsreviews for approvalsas necessary andcreates GCRA request. and necessary docsand inserts OracleValidate pricing. Thenthey send with PO to approved language toPartner Order DocContracts team fordrafting.Partner sends signedPOD tochannelsupport us@oracle.comPartner signsPODMail to: channelsupport us@oracle.comShipping (Non EPD)Contracts Teamsends the contractpackage back toCSS for PartnerreviewCSS sends backto PartnerOrder Confirmation

Working Inside Oracle Post LECOrder Process Captovation T&Cs C'tdOnce the Partner has accepted the order the following should besent back to Channel Sales Support (CSS): Complete Signed Ordering Document Proof of end user if Net License Amount is 200K Net Licenseor over Copy of the End User PO to the Partner is preferred Partner’s purchase order OR Purchase Order Exemption Form (POEF) Resale tax exemption certificate Any applicable approvals Include a copy of your Captovation Reseller Agreement Include summary of any Non-Standard Requests being made**Non-standard means anything NOT in your Captovation Reseller T&Cs

Working Inside Oracle Post LECOrder Process Within OPN ementShipping(Non EPD)Distribute/ResellUse online orderingmethod or compileoffline orderpackageBooking/InvoicingSubmit OrderPackageValidation

Working Inside Oracle Post LECOrder Process Within OPN T&Cs C'tdOracle distributing partners have four main Ordering Methods:1.Partner Ordering PortalA customized ordering solution by which orders are electronically interfaced to Oracle’s OrderManagement application reducing total order cycle time and allowing partners to monitor orderprogress and using the Order Tracker feature. Can be used for Full Use orders or to reportroyalties to Oracle.2.Oracle StoreAn automated system by which orders are electronically submitted via the Oracle store andinterfaced with Oracle’s Order Management System.3.XML GatewayXML is a Business to Business IT solution that allows a partner or VAD’s internal purchasingsystem to send electronic orders directly to Oracle Systems. XML requires an upfronttechnical investment from both the Partner/VAD and Oracle.4.Offline OrderingCan be used for Full Use License orders and when reporting ASFU/ESL Royalties. Thisordering method can be used when automated systems are not available. Offline orderinginvolves downloading documents from OPN, completing, and faxing or emailing thedocuments to Oracle.

Working Inside Oracle Post LECOrder Process Within OPN T&Cs C'tdComplete Order Package should include: Purchase OrderStandard Partner Ordering DocumentOLSA (if applicable)Proof of End User if Net License Amount is 200K Net License or overResale tax exemption certificateAny applicable approvals

Renewals UpdateRoger Chamlin

Support Renewals Update Effective July 28, 2008 product support will be through the Oracle Global CustomerSupport (GCS) systems and no longer through the Captovation support hotline and email Reference Support Welcome Letter mailed July 7, 2008 Training Webcasts – Getting Started with MetaLink: Wednesday, Jul 23 - 7:00AM Pacific Friday, Aug 1 - 12:00PM Pacific Support renewal contracts have been migrated to Oracle systems; a Support SalesRepresentative will notify you about upcoming renewal dates and processes Partners may renew existing customer support agreements until their legacy Captovationcontract expires or is migrated. New deals (e.g. new customers, new product sales toexisting customers, or new support terms and conditions) require prior approval. Partners that are actively providing support to end customers - according to license andsupport billing records - have been issued a temporary CSI (if they are not an existing OPN member and/or do not have support entitlement with Oracle attime of cutover to Oracle's support systems) Please contact Roger Chamlin, Manager Acquisition Success Team at 1 203-703-4308 with additional questions.

Next StepsChristine Dover

Next Steps Sign up for an oracle.com account Access the OPN partner portal www.oracle.com/partners Enroll your company in OPN (or if alreadya member, sign up for portal access) Join the Enterprise ContentManagement product focus area If you have questions, contact OPN viaemail or phone

Do You Have an Active Agreement withCaptovation?Streamline Migration of Your Business to Oracle¾ Oracle will notify partners of our intent to terminate your current Captovationagreements. But whether you are new to OPN or an existing member, you canaccelerate the migration of your Captovation business to OPN, even beforereceiving the letter.¾ The Termination Addendum to the Oracle PartnerNetwork Agreement is nowavailable and can be initiated at your request. Upon signature, it provides forthe termination of your legacy agreement(s) with Captovation.¾ In making this available to you, Oracle intends to offer an expedited pathfor you to migrate your business in the acquired Captovation products to OPNand associated agreements - thus simplifying your Oracle relationship to oneset of terms, documents and processes. And, allowing us both to focus onmaintaining and growing your existing revenue.¾ For more information, please contact your Oracle representative or the OPNInteraction Center at http://partner.oracle.com/jsp/prn/prnLocation.jsp.

Opportunities for Growth with Oracle Join OPN’s Enterprise Content Management Product Focus Area Designed to help your business continuity and provide resources forcontinued success Visit partner.oracle.com Opportunities through Oracle Acquisitions The Captovation area will help you learn about enhanced opportunitiesaround Oracle's middleware portfolio, and beyond Example webcast available soon: Oracle Enterprise PerformanceManagement, with Oracle President Charles Phillips & SVPs John Kopckeand Thomas Kurian Discover other Product Focus and Specialization Areas and expand Oracle Fusion Middleware, Oracle Business Intelligence, Oracle ServiceOriented Architecture, and more

Technology – Channel Managers – U.S.VP, Commercial Tech Channel Sales - Dale Weideling (614) 280-6527Area Channel Mgr, West CommercialTech Channel SalesPaul R. Weber (714) 445-4724North Central/Great PlainsField CMJennifer Lamson (312) 651-8556IL, MO, KS, NEOD CM- North CentralGord Antle- 905-501-2147WestAKOD CM- Great PlainsJenny Engstrom: 905 501 2744Field CMsTim Donaldson(403) 705-3944WA, OR, ID, MT, AK,West CanadaKelly Ferris (414) 331-3215North Central/Ohio Valley Channel MktgArea Channel Director East CommercialTech Channel SalesLory Girardot (317) 228-4027Great Lakes/Ohio ValleyField CMOD CMAngie PenneyGord Antle(248) 614-5119(905) 501-2147MI, OH, IN, TN, KYRegional Manager Oracle Direct CommercialChannels -Canada / U.S.Leo Legault (781)-238-9403Mid-AmericaField CMOD CMMark ToddJenny EngstromIA, MN, ND, SD, WI 905-501-2744,Kelly Ferris (414) 331-3215Great Lakes & Mid America Channel Mktg.New EnglandField CM - Marisa Barletta (781) 744-0686MA, ME, NH, RI, VTOD CM - Jeff Gormady 781-238-9584Kelly Ferris (414) 331-3215 NE Channel MktgNY Tri-StateAdam Landis(530) 400-5492So.CA (90001-93599)Field CM - Jennifer R, Kelley (917) 697-6904CT, NY Metro (10001-11999, 12400-12999)OD CM - Julie Cook (781)-238-9770Bryan Emig(650) 506-5770No.CA (93600-96152),HI, NV (Reno)New JerseyHarlan Keirstead (201)-287-3403OD CM – Julie Cook (781)-238-9770Kelly Ferris (414) 331-3215NY Tri-States Channel MktgKevin Branan(303) 522-4612CO, UT, AZ, WY, NV, NMMid AtlanticField CM – Reggie Reed - (301) 509-9077DE, MD, PA (17268-19999)Upstate NY (12000-12399, 13000-14999OD CMsMonica Hudak(650) 633-4329HIWA, OR, ID, MT, AK,No Cal, HI, NV (Reno)OD CM - Jeannine Tabb (781) 238-9796Stacey Sink (919) 465-5046 Mid Atlantic Channel MktgMorgan Terrill650-633-9344So Cal, CO, UT,AZ, WY, NV, NMSouth CentralSoutheastSouth Atlantic/FlaField CMField CMAna Lopez 770-598 8166AL, GA, MSField CMCraig Nelson(804)338-2145DC, WV, VA, NC, SC,FLShelly Williams(858) 509-8203West Channel MarketingOD CMChad Moore: 905 501 2744OD CMCory Kavanagh (781-238-9532)OD CMCory Kavanagh (781)238-9532Stacey Sink (919) 465-5046South Central Channel MarketingStacey Sink (919) 465-5046Southeast Channel MarketingStacey Sink (919) 465-5046Channel Marketing ManagerMark Lagrone (214) 727-6635AR, LA, OK, TX

Technology – Channel Managers – CanadaVP, Commercial Tech Channel Sales - Dale Weideling (614) 280-6527Area Channel Manager,Commercial Tech Channel SalesPaul R. Weber (714) 445-4724Director, OD Channels – Anne Heppberger (650) 633-6574Manager, OracleDirect Channels CA/USCommercial Tech & Pub Sector CALeo Legault (781) 238-9403Western CanadaEastern CanadaField CMTim Donaldson (403) 705-3944Alberta, British Columbia, Manitoba,SaskatchewanField CMMark Edwards (905) 501-2150Ontario, Quebec, Nova Scotia,Newfoundland/Labrador, New Brunswick,Prince Edward IslandOD CMLiam Doherty905 501 2419OD CMLiam Doherty (905) 501-2419Shelly Williams (858) 509-8203Channel MarketingNikki Wallace (905) 501-2461Channel Marketing

Questions

Oracle Document Capture High-volume scanning Import Scan Index Recognition Commit Import from email, network folders, fax and FTP servers Streamlined key-from-image Zonal, ad-hoc OCR Relational pick-lists and database lookups Archive images into Oracle ECM I/PM and UCM Also support non- Oracle ECMs