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NorCal OAUG Training Day19- Jan-2010Order Upload using Oracle iStoreA New Approach for Channel Partner OrderingDayakar DuvvuruHimani ShahIT Project ManagerConsulting ManagerBlue Coat Systems IncIdhasoft IncBlue Coat and the Blue Coat logo are trademarks of Blue Coat Systems, Inc., and may be registeredin certain jurisdictions. All other product or service names are the property of their respective owners. Blue Coat Systems, Inc. 2008. All Rights Reserved.
Agenda Presenters Introduction Blue Coat’s Corporate Overview Order Administration Current Practice Order Processing Challenges IdhaSoft Overview OA Requirements Solution Considerations Order Upload using Oracle iStore Solution Phases Business Benefits Summary Contact Info2
Blue Coat Corporate Overview3
Optimize and SecureADNVisibilityClassify and prioritize applicationsAccelerationAccelerate business applicationsSecurityProtect users and information4
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Fact Sheet6
Order Management ProcessReceiveorders atePO againstchecklistCreatesales orderin OracleCompleteOrder Entryin OracleBook orderin OracleManage andreleaseorder holdsFinanceDF OpsPlaceorder withBCDistributorPlaceorder withdistributor orBCResellerCustomerOrder BookingEmail AlertStartPlace orderwithreseller,distributor,or BCRepresents different order scenariosAdditional process detail included7
Order Processing Challenges 100% Manual Order Entry–All PO’s are received by Fax/Email–No Electronic OrderingPoor Incoming Order Quality–Missing Information–Incorrect DataReceipt to Book Lead Time is High–Delay in Order Entry/Booking due to data quality–Many Internal processes requires manual auditing–Requires back and forth communication with customersLack of visibility to Order Status for Sales Teams–No instant order status visibility causes High volume of order inquiries8
Order Administration Audit Metrics Q3-08 had an 82.5% order entry accuracy for 702 ordersauditedTeam TotalsAudited702Total # of Errors123Rev Rule10Discount %13Attachments42 Discount approval form/emailOther59Rate of Error17.52% Examples Discrepancy on NSP form9Freight method does not match POSerial number tracking reportPSP service isn't linkedOrder Discount Detail Report
Idhasoft Corporate Overview“A global world-class organization that provides best-of-breed localizedbusiness and technology solutions, with continuous innovation and qualitybacked by best-in-class people" 275M Revenue - 20101,000 Global ConsultantsRedwoodShoresNorthAmericaNew YorkServices PortfolioStrategic ConsultingEnterprise ApplicationsTechnology ConsultingSoftware LicensingManaged ServicesBI ConsultingIndiaAtlantaSan Jose EuropeJapanKoreaTaiwanSingaporeLos AngelesMumbaiHyderabadGurgaonSwitzerland
Our Core Businesses and gy Management ConsultingBusiness Process ReengineeringERP Implementations / Enhancements / Maintenance / UpgradesQuality Assurance / Application Testing servicesApplication Integration ServicesApplication DevelopmentOnsite / Offsite / Remote Application ManagementProductsERP / CRM / sIdhasoft IdhasoftRetailFinancialProducts Products
Oracle Service OfferingsService OfferingExpertiseKey CustomersOracle Licensing License Optimization and Compliance Contract and Pricing Negotiation Capital Source CoherentERP Services Full EBS implementations, Upgrades,Enhancements Edge product support (Agile,Demantra, PeopleSoft, etc) Multi-Org Implementations Bridgelux Cortina AKT /Applied Materials TIBCOSOA & Middleware Oracle Fusion, Oracle ApplicationServer, BEA Weblogic Suite, ClearApp Formfactor 3ParDataBI and DW Consulting Oracle BI Analytics and Hyperion Implementations, Capacity Planningand Performance Tuning Exar CortinaInfrastructure & 24/7 DBAServices Onsite/Remote DBA Installation and maintenance,Performance Tuning, Backup andrecovery High Availability Barnes & Noble Silicon Valley Bank DSWApplication and DatabaseManagement Guaranteed system availability Functional, technical and DBA support Onsite and Offshore models eSilicon Orange Lake Nokia
Recap of project requirements Order automation to support explosive growth– # of orders doubled from 2007 to 2008Improve incoming order quality from partners–Improve OA rep productivity–Reduce cycle timeReplace Packeteer online portal for ordering as part ofacquisition13
Solutions considered – 1. Standard Oracle iStore Standard iStore implementation––Implement standard Oracle iStore shopping cart solution Partner browses through a store front to select parts to be ordered Goes through an Amazon.com style check out process for orderingPros –Standard Oracle SolutionCons Partner needs to re-key-in orders already entered in their ERP system Major customizations required –Handling non-standard pricing–Entry of reseller and end-user information–Order resubmission workflow–Service renewalsImplementation cost was prohibitive due to customizations14
Solutions considered – 2. EDI Ordering EDI solution–Partner sends purchase orders via EDI–EDI file is generated from Partner’s ERP system–Pros– Eliminates need for partner to re-key-in order Order comes in entered status to Blue Coat saving OA data entry timeCons Does not resolve order quality issues Does not provide real time feedback on order errors to partners Does not significantly improve OA productivity Additional solution required for online order, invoice and paymentstatus More suitable for high volume standard orders where as BlueCoat haslow volume non-standard orders15
Solutions considered – 3. Order upload from iStore Order upload via Oracle iStore–Partner generates PO file from their ERP system–Partner uploads file from iStore–Customer validation engine provides real time quality check atsource–Orders is submitted online–Order is imported into Oracle Order Management–Partner can view status online Order status Invoice status Payment status16
Solution Selected – 3. Order upload from iStore Order upload via Oracle iStore––Pros Eliminates need for partner to re-key-in order Order comes in entered status to Blue Coat saving OA data entry time Greatly improves order quality Greatly improves OA efficiency Security platform and order status is standard from Oracle iStoreCons Largely custom solution built on Oracle iStore (but costs significantlylower than customizing iStore shopping cart)17
BlueStore User Login
Upload Order File
Validation Messages
Confirmation Message
Success Message
Track orders
Track OrdersBC DistributorBC Distributor
Order DetailsBC Distributor
View Invoices
View Invoice Details
Track PaymentsBC DistributorBC DistributorBC DistributorBC DistributorBC DistributorBC DistributorBC DistributorBC DistributorBC DistributorBC Distributor
Track Payment DetailsBC Distributor
Process DiagramBlue Coat iStore Order Upload ProjectOrdering ProcessPartnerInvalid OrderStartInvalidorderSystem/ITEnd1.0Partner creates/modifies PO intheir ERP6.0Data goes tocustom stagingtable3.0Partner importsflat file fromiStore screens(custom)5.0Partner fixesPO/ flat file4.0System Validates order/provides errorIf errormessagesValidorder7.0Custom logic translatesdata (pricing modifier,attribute, customer idetc)OA2.0Partner exportPO data to flatfile/Excel8.0Data goes tostandard orderinterface tables9.0Run order importprocess10.0Order getscreated inOracle OM11.0OA validatesand books orderEnd
Data validation Examples Almost a 100 validations were built in to the system–Mandatory fields must be entered–Format validations–Conditional validations –List of Values validation –Validate one field based on the value of another fieldE.g. Item numbers must be valid activeBusiness logic validations Pricing and discounting calculations Start and end dates for service renewals31
From High Touch Order Entry to No Touch AutomationPhase 1Order Upload Capability for North America PartnersOrders are Created in Entered/Draft statusCustomer Creation is manualPhase 2Automated Service Renewal ProcessEnhanced Portal Messages and visibility to shipping detailsOrder Upload capability for EMEA/LATAM PartnersPhase 3Integration with Customer Master–Search and Create Customer, Addresses and ContactsAuto Book Sales Orders further enabling “No Touch Automation”Provides anytime access to order statuses for Sales and Channel reps32
Business Benefits User friendly portal for partner Order placement Eliminates manual order entry and the need to hireadditional resources to support growth Efficient/Quality Order Entry Improved Order to Receipt Cycles Higher Order Volume Processing Capability Improved incoming and Booked order quality Visibility to Order Status33
Summary Implementation Duration: 9 Months Significant Reduction in Receipt to Book Lead Times–New Orders by: 40%–Renewals by: 80%Turn: Receipt to Booked (Days)All OrdersQ4’09Q1’10Q2’10Q3’10To 1.500.500.59% of WW orders on BlueStore5%23%35%52%BlueStore Orders34
Contact InfoBlue Coat Systems Inc.Idhasoft Inc.Dayakar DuvvuruHimani ShahIT Project ManagerConsulting asoft.com35
Order Processing Challenges 100% Manual Order Entry - All PO's are received by Fax/Email - No Electronic Ordering Poor Incoming Order Quality - Missing Information - Incorrect Data 8 Receipt to Book Lead Time is High - Delay in Order Entry/Booking due to data quality - Many Internal processes requires manual auditing - Requires back and forth communication with .
