Business FLows Best Practice

Oracle Business Flows
Oracle Business Models: Demo Scenarios Copyright © Oracle Corporation, 2002. All rights reserved. 1
Oracle Business Flows: Demo Scenarios
Plan Source Make Market Sell Support
Concept to Procure to Campaign Lead to

Release Pay to Lead Order
Forecast to Demand to Order to Contact to

Plan Build Cash Resolution
Inventory
Problem to Contract to
to
Prevention Renewal
Fulfillment
Enterprise Management
Accounting
People to Project to
to Financial
Paycheck Profit
Reports
Supply Chain CRM Back Office
Oracle Business Models: Demo Scenarios Copyright © Oracle Corporation, 2002. All rights reserved.
Return 2
High Level Demo Scenarios: Concept to Release
Design to Release (Discrete)
Concept to Release Design
Concept to Release Proposal
Product Development
and Maintenance (Process)
Flow Scenario
Under Review
Oracle Business Models: Demo Scenarios Copyright © Oracle Corporation, 2002. All rights reserved. Return 3
High Level Demo Scenarios: Forecast to Plan (Discrete)
Forecast to Plan
With Inventory Optimization
Forecast to Plan with

Manufacturing Schedule
Forecast to Plan
Generic
Flow Scenario
Under Review
High Level Demo Scenarios: Demand to Build
Demand to Build
Demand to Build (Process)
(Discrete)
Product Planning (Process) Manufacturing Execution

(Discrete)
Production Execution
(Process)
High Level Demo Scenarios: Procure to Pay
Procure to Pay Main Requisition to Pay (Process)
Analyze to Agreement
Requisition to Pay
Indirect
Requisition to Pay
Direct
High Level Demo Scenarios: Problem to Prevention
Requirement to Asset Subcontract to Pay
Asset to Maintenance Plan Maintain to Improvement
Maintenance Plan
Schedule to Maintain
to Schedule
Problem to Prevention
High Level Demo Flow Scenarios: Campaign to Lead
Insight to Campaign Plan Execute Campaign to Event
Execute Campaign
Execute Campaign to Web
to Telesales
Execute Campaign to Email
High Level Demo Flow Scenarios: Lead to Order
Opportunity to Order
Shopping Cart to Contract
Contract
Lead to Opportunity Click to Order Contract
Opportunity to Forecast to
Incentive to Payment
Management Rollup
High Level Demo Scenarios: Contact to Resolution
Inbound Call to Service Request

Depot Repair Exchange to Entitlement
Service Entitlement to
Dispatch to Resolution
Resolution
Click to Resolution Usage to Cash
Inbound Call
Call to Resolution
to Depot Repair
High Level Demo Scenarios: Contract to Renewal
Contract to Renewal
Author to Sign Service

Contract
Author to Sign Sales Contract
Change or Terminate
Contract
Expiring Contract
to Renewal
High Level Demo Scenarios: People to Paycheck
Assign to Schedule Recruit to Hire
Compensate to Compete Strategy to Change
Hire to Retire Administer to Pay
Train to Retain Learn to Develop
Flow Scenario
Under Review
High Level Demo Scenarios: Project to Profit
Opportunity to
Analysis to Project Closure Budget to Bill
Project Management
Plan to Project Execution to Billing:

Budget to Assets
Project Delivery Time and Expense
Staff to
Project to Staffing Project Management
Project Delivery
Execution to Project Budget to Cost

Proposal to Project Contract
Billing: Billing Management
Project Execution to Managing Expenditure

Plan to Project Budget
Invoice/Asset and Check Status
High Level Demo Scenarios: Order to Cash
Order to Cash
Flow Scenario
Under Review
High Level Demo Scenarios: Accounting to Financial Reports
Assets to Disposal Budgets to Approval
Monthly Reporting / Accounting

Treasury and Cash Management Transactions to Financial Reports
Operations to Period Close Operations to Period Close

(Process) (Discrete)
Property Creation
to Lease Allocation
Opportunity to Order/Contract
Assign Opportunity Work Opportunity
SL7170 SL7192 SL 7172 MK0731
Assign Contact Manage Develop
Opportunity Lead Opportunity Marketing
Collateral
•Capture Lead • The process of

• Assign an information as a result contacting, updating all the
opportunity to one of of Sales initiatives. opportunity information
the potential actor collected after this Sales
and/or channel. contact
Convert Opportunity to Quote Configure Items Product Availability

SL7025 SL7027 SL7147 PF2036
Convert Manage Configure Check
Opportunity Quote Solution ATP
To Quote
•The process of managing the
development of a quote: • Calculate Available to
• The process of
Confirm Customer Promise (ATP) for the
converting an
Requirements, Configure, customer order.
opportunity to a quote
and to enter a Quote Check Availability, Price and
Discount, Obtain Approvals,
Present to Customer, Revise
Quote.
Cross-sell and Up-sell Fulfillment Options Place Order

SL7028 SL0783 SL7030 SL0788
Perform Present and Determine Convert
Cross–Sell Negotiate Order Quote
Up–Sell Quote Details to Order
Flow VisionCorporation
Visio Corporation
Value
Statement
Sales Representative
Demo Scripts
Opportunity to Order/Contract Business Flow Value Statement
What does it cover? Who is affected?

• Automatic Assignment • Sales Teams
• Execute Sales Plan • Sales Management
• Customer
• Propose Offering
• Forecast Management
Modules Licensed
• Sales Online
• Telesales
• Configurator
• iStore
Where is the ROI? • Quoting
• Increased Revenue
• Better Qualification
• Reduce Costs
• Higher Customer Satisfaction
• More Efficient Sales Cycles
• Improved Employee Satisfaction
Opportunity to Order/Contract Demo Script
Which demo scripts map to this flow?

1. Opportunity to Quote to Order
2. Quote to Contract to Order - Order Created from Quote
Key Data Script Combinations
What Instance Can I use?

 11i8
Click to Order/Contract
B2B or B2C Customer Login Add Items to Cart Submit Order

CM7075 CM7077 SL7148 CM7078
Initiate Create Initiate Place
Purchase Cart Checkout Web
Order
•Customer enters • Customer Enters

• The process of the • Customer places
web store to Orders in webstore,
customer initiating order through web
browse for and/or including selection of
checkout, entering store application.
purchase products products, quantities,
and shipping password, financial
or services.
information. information and
shipping information
Confirm Order/Authorize Payment View Order

CM7184 CM7183 CM7086
Verify Authorize View Order
Credit Credit Card Status and
Risk Payment Details
• Verify the risk of • Customer logs in to
• Process the card to
processing the view the order status
reserve the required
transaction (using and details of
amount of cash for the
industry metrics & data products/order
payment.
compared to the
customer’s credit
history)
Business World
Customer
Vision Corporation
Web Shop Manager
Flow Email Agent

Value
Statement Finance
Demo Scripts
Click to Order/Contract Business Flow Value Statement

• B:C and B:B Customers • TeleSales
• Product Selection and Checkout • Sales Mgt.
• Content maintenance
• Multi-currency Order Capture & Payment
• Target Customers with Speciality Stores
• Shopping Cart and Orders integrated with Modules Licensed
TeleSales and Order Management • iStore
• Quoting
• B2B speciality store self administration
• Configurator
Where is the ROI?
• Low Cost Sales Channel Costs/Time/Effort
• 24 x 7 availability
• Global reach and currency
• High Performance, Scalable, Reliable site
• Pre-Built Order Mgt/Financials Integration
Click to Order/Contract Demo Script

1. Web Order to Authorization - 11.5.8
2. Click to Order - B2B

 11i8
Incentive to Payment
Analyze Data Create Compensation Plan Assign Quotas

SL7194 SL7195 SL7196 SL7197 SL7198 SL7199
Analyze Create Set Accept Assign Manage Total
Sales Force Compensation Sales Quotas Quota(s) to Compensation
Performance Plan Quotas Sales Force Plan
•This process of
• Sales & non sales
objectives
validating the • This process of •This process of
•Individual & group Compensation plan and assigning the determining and
the Sales Quota(s) approved Quota to the revising the total
Sales force compensation plan
Revise Compensation Plan Activate Plan Determine Compensation

SL7200 SL7201 SL7202 SL0789
Accept Activate Validate Calculate
Compensation Accepted Compensation Commission
Plan Plan Payout
•This process of
•The process of calculating
• Via Sales Online validating the actual
sales person commission
(if implemented) compensation payout
based on plan and order
to the Sales force
information. Then the
payment of the commission
is processed.
Process Compensation
HR1319 HR3234 HR1242
Perform Verify and Manage
Payroll Reconcile Payment
Vision Corporation
Calculation Payroll Distribution
Sales Manager
• The Gross to Net • Payroll Specialist • Checks and Deposit
payroll calculation is reviews and validates Advices are
VP of Sales
successfully payroll output to generated, printed and
processed. register totals. distributed. Sales Representative
• Earning, Deductions, • Hours, earnings, • ACH files are created
Flow Taxes, and Employer deductions taken and and sent to applicable
Value liabilities are created. taxes withheld are banks for posting to Payroll Admin
Statement accounts.
verified.
Demo Scripts
Incentive to Payment Business Flow Value Statement

• Creating and Compensation Plans • Sales Teams
• Applying Plans to Group of Employees • Sales Mgt.
• Benefits and Payroll Admin
• Getting Plans Approved
Teams
• Paying to Plans
• Includes Non-financial Plans
Modules Licensed
• Simple and Complex Calculations • Incentive Compensation
• Sales Online (optional)
• Export to Payroll file (if non Oracle)
• Telesales (optional)
• Payroll (optional)
Where is the ROI?

• Reduced admin costs Costs/Time/Effort
• Motivated Employees
• Influence behaviour
• More accurate plans
• Field sales teams not wasting time
checking payments and plans
• Flexibility to change when needed
Incentive to Payment Demo Script

1. Campaign to Compensation

 11i8
Contract to Renewal
Create New Contract Contract Billing
SL7031 SL7166 SL0793 CS7047 OF1049
Enter Review Approve Create Maintain
Service Contract for Contract Charge Invoices
Contract QA Compliance Order
• New service contract • QA will check if all • Workflow process will • The accountant submits
can be created form contract elements are in inform the contract the new contract for
template, copied from line with company rules manager of new and billing and request
an existing contract or changed contracts invoicing.
entered manually.
• Contract can have
service and usage
lines
Contract Entitlement Service Charges

CS7044 CS7047 OF5882
CM7065 CS7042
Create Verify Resolve Create Present
Service Entitlement Service Charge Customer
Request Request Order Invoices
• New Service Request • Automatic Entitlement • Resolve Problem • Charge for Non- • Process Invoices
generated Covered items/Labor
Analyze Contracts Renew / Change / Terminate

CS7167 CM7096 SL7033
Analyze Renew Terminate
Vision Corporation
Renewal Customer Contract
Performance Contract
Contract Agent
• Analyze Contract Contract Manager
Revenue • Create Opportunities
Flow • Include in Pipeline
Value • Analyze Renewal Rates Service Agent
• Create Termination
Statement Settlement Field Engineer
Demo Scripts • Process Termination Actions
Accountant
Contract to Renewal Business Flow Value Statement

• Create Contract • Contract Manager
• Approve Contract • Administration
• Activate Contract • Service Manager
• Contracts Entitlement • Sales Manager
• Contract Delivery Modules Licensed
• Contract Billing
• Contract Analysis • Sales Contracts
• Contract Renewal • Service Contracts
• Contract Termination • Accounts Receivables
• Service Intelligence
Where is the ROI?
• Improved Billing Accuracy

• Reduced Contract Leakage
• Faster Time to Activation
• Reduction of Pricing Errors
• Reduced Headcount
• Easier Auditing
• Quicker Time to Market
Contract to Renewal Demo Script
1. Service Contract - Renew and Consolidate Service Contracts

2. Contract Expiration to Opportunity to Renewal

Org =
User =
Responsibility =
Supplier =
Customer = What Instance Can I use?
Contact =
 11i8
Item =
Usage to Cash
Create Usage Define Usage and Usage Pricing Obtain Approval

Contract
SL7031 CS0076 CS0078 CS7061
CS0077 SL0793
Enter Define Define Approve
Select Approve
Service Usage Usage Contract
Counter Contract
Contract Type Pricing Renewals
• Set Up Counters and Events • Apply Approval Hierarchy

• Price Breaks
Service Contract Usage to Cash
Invoice Perform / Verify Reading Bill Settlement
OF5882 CS0079 CS0080 OF1049

Present Capture Settlement Maintain
Customer Counter For Customer
Invoices Reading Usage Invoices
• Phone/Web
Perform / Verify Reading Invoice

Vision Corporation
OF5882
Contract Agent
CS0079 CS0080
Capture Settlement Present
Counter For Customer Contract Manager
Reading Usage Invoices
Accounting Clerk
Flow • Verification Rules
Value
Statement Field Service Engineer
Demo Scripts
Usage to Cash Business Flow Value Statement

• Service Delivery based on • Sales Teams
Usage/Volumes • Contracts Managers
• Pricing and Discounting based on • Admin Teams
Usage/Volumes • Service Organization
• Billing Based on Usage/Volumes Modules Licensed
• Enables Preventive Maintenance
• Service Contracts
• Accounts Receivables
Where is the ROI?
• Improved Billing Accuracy

• Improved Service Delivery
• Higher Customer
satisfaction
• Higher Contract Revenue
• Less Administration
Usage to Cash Demo Script
1. Service Contract - Usage to Cash with Bill Settlement

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Call to Resolution
Customer Service Interaction Management Customer Customer Service Contract
CS7036 CS7037 CS7041 Information Administration Management
Receive Validate Review
Management
Service Customer Install
Contact Records Base SL0769 CS1411 SL0794
Maintain Maintain Maintain
Customer Customer Contract
Information Installed Based
CS7042 CS7039 CS7040 CS7044

Verify Enter Identify Yes Resolve
Identify
Entitlement Service Potential Service
Solution?
Request Solution Request
No
Customer Service
CS0842 CS7047 Fulfillment
Determine Create CS0801
Service Charge Escalate No Manage
Interest Order Service Service
Request Request
Ye
s
CS7044
CS7043 OF1079 Resolve
Escalate Issue Return Service
Service Material Request
Request Authorization
Customer Service
Administration Roles
CS7035
Maintain Customer Service Representative
Flow
Value Knowledge
Statement Repository Customer Service Manager
Demo Scripts
Call to Resolution Business Flow Value Statement

• Multi-channel , web and tele-support • Service Manager
process integrated out of the box • Client Manager
• Intelligent assignment of call back • Complaints Handling
request to agent or rep • Contracts Manager
• Track resolution and Escalate problems • Customer
• Gain customer insight through web Modules Licensed
survey online • i support
• Check Contracts/Entitlement • Teleservice
Where is the ROI? • Advanced Inbound
• Reduce Customer Retention • Scripting
• Reduce Cost • Service Contracts
• Improve Customer Satisfaction
• Increase Service Revenue Also Installed, included
• Delivery of the Right Service • Customer Model
• Increased Agent Efficiency
• Higher First Time Fix Rate
Call to Resolution Demo Script

1. Service Request to Resolution - Inbound Call to Dispatch
2. Service Request to Resolution - Inbound Call to Dispatch (Internal Order)
3. Service Request to Resolution - Inbound Call to Dispatch (Spares Requirement)

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Click to Resolution – Self Service (SS)
Customer Service
Administration
CS7035 Service
Service Request to
Maintain Request to
Knowledge Resolution –
Resolution – Depot
Repository Dispatch Repair
Collaborative Support Management
CM7066
Search
Knowledge
Repository CM7065 CM7081
CM7063 Yes
Initiate Issue No Create Enter
Self-Support New Issue? Service Repair
Resolved?
CM7080 Request Order
Participate
in
No Forum Yes
SL0769 CM7069 CM7082

Maintain Escalate Resolve
Customer Service Issue
Information Request
CM7070
Service Service
Request to Request
Resolution Resolution
Roles
Flow
Value Customer
Statement
Demo Scripts KM Administrator
Click to Resolution – Self Service (SS) Value Statement

• Interactive pre integrated web self • Customer Service
service and agent tele-service process • Technical Service
• Intelligent , interactive management of • Consumer Complaints
escalation requests • Customer
• Customer feedback process though web
surveys Modules Licenced
• Covers IBF , CRM 90 flows • i support
• Teleservice
Where is the ROI? • Scripting
• 24/7 Self service reduces cost of service • Advanced Inbound
delivery, freeing expensive agent time • Service Contracts
• Improved customer retention through
superior customer experience
• Online survey reduces cost of feedback
collection and improves customer
Also Installed
satisfaction • Customer Model
• Reduce Service costs for non critical • Baseline GL,AR,HR
SR’s
Click to Resolution – Self Service (SS) Demo Script

1. Service Request to Resolution - Solution Authoring to Self Service Resolution
2. Service Request to Resolution - Self Service to Dispatch

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Inbound Call to Depot Repair
Customer Service Interaction Management
CS7036 CS7037 CS7041 CS7039 CS7040 CS7042
Receive Validate Review Enter Identify Verify
Service Customer Install Service Potential Entitlement
Contact Records Base Request Solution
Depot Repair Customer Returns Receiving and Customer Service Contract

Management Inspection Administration Management
CS7053 OF1079 MM1138 CS1411 SL0794
Enter Issue Returned Receive Maintain Maintain Product No
Repair Material Material – Customer Contract Repairable?
Order Authorizations Customer Installed Base
Yes
Customer Service Fulfilment

CS7052 CS7047
Manage Create
Repair Charge
WIP Jobs Order
Shipping Customer Service Administration Accounts Receivable

MM1090 MM1149 CS1411 OF1027
Pick Ship Maintain Generate
Material Material Customer Customer Invoices
Installed Base from Sales Orders
CS7056
Close
Repair
Order Roles
CS7044 Accounts Receivable Clerk
Resolve
Technician
Flow Service
Value Request Customer Service Representative
Statement
Warehouse Clerk
Demo Scripts
Inbound Call to Depot Repair Business Flow Value Statement

• Process of Service Request • Customer Service
• Check of Contract Entitlement • Technical Service
• Process of Return • Contract Manager
• Inspection and Estimates • Customer
• Repair Process Modules Licensed
• Shipping Process • Teleservice
• Invoicing Process • Advanced Inbound
• Scripting
Where is the ROI? • Service Contracts
• Reduced Costs
• Improves Repair Process
Also Installed, included
• Shorter Time to Fix • Customer Model, WIP,
• Higher Customer Satisfaction BOM, INV, OM
Inbound Call to Depot Repair Demo Script
1. Service Request to Resolution - Processing Repair and Return - Task Mode

2. Service Request to Resolution - Processing Repair and Return - WIP Mode

Org = Vision Operations (USA)
User = EBUSINESS/WELCOME (Forms),
DDIER/WELCOME (JSP)
Responsibility = Depot Repair Super User
Supplier = N/A
Customer = Business World with A/C #1608
Contact = Beaulie, Andre MR
 11i8
Item = AS66629
Warehouse = M1
Inbound Call to Depot Repair Exchange
CS7036 CS7037 CS7041 CS7039 CS7042 CS7040

Receive Validate Review Enter Verify Identify
Service Customer Install Service Entitlement Potential
Depot Repair Customer Service Shipping Customer Service

Management Fulfilment Administration
CS7053 OF1079 MM1090 MM1149 CS1411
Enter Issue Return Pick Ship Maintain
Repair Material Material Material Customer
Order Authorization Installed Base
Accounts Receivable Customer Returns Receiving and Customer Service

Inspection Administration
OF1027 OF1079 MM1138 CS1411
Generate Issue Receive Maintain
Customer Invoices Returned Material Material – Customer
From Sales Orders Authorization Customer Installed Base
CS7056
Customer Service
Close Interaction
Repair Management
Order
CS7044
Roles
Resolve
Service Accounts Receivable Clerk
Request
Flow
Value Customer Service Representative
Statement
Warehouse Clerk
Demo Scripts
Inbound Call to Depot Repair Exchange Value Statement

• Process of Service Request • Customer Service
• Check of Contract Entitlement • Technical Service
• Process of Return • Contract Manager
• Inspection and Estimates • Customer
• Repair Process Modules Licensed
• Shipping Process • Teleservice
• Invoicing Process • Advanced Inbound
• Scripting
Where is the ROI? • Service Contracts
• Reduced Costs
• Improves Repair Process
Also Installed, included
• Shorter Time to Fix • Customer Model, WIP,
• Higher Customer Satisfaction BOM, INV
Inbound Call to Depot Repair Exchange Demo Script
1. Service Request to Resolution - Advance Exchange of product using Depot Repair

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Dispatch to Resolution
CS7036 CS7037 CS7041 CS7039 CS7042 CS7040

Receive Validate Review Enter Verify Identify
Service Customer Install Service Entitlement Potential
Customer Service Fulfilment
CS0801 CS0803 CS7045 CS7044

Manage Manage Perform Resolve
Service Service Field Service
Request Schedules Visit Request
Spares Management
CS7049 CS7047 CS7046 CS1411
Manage Create Perform Maintain
Parts Charge Debrief Customer
Inventory Order Installed Base
CS7048 CS7050 CS7051

Identify Enter Receive
Parts Parts Spare Roles
Requirements Order Parts
Customer Service Representative
Accounts Receivable Field Service Dispatcher
OF1027
Field Engineer
Generate
Flow Customer Invoices Accounts Receivable Clerk
Value from Sales Orders
Statement Planner
Demo Scripts
Dispatch to Resolution Business Flow Value Statement

•Process of Service Request •Customer
•Check of Contract Entitlement •Planning
•Assignment of Resources
•Contract Manager
•Planning Field Visit
•Service Manager / Engineer
•Debrief
•Closing of Field Service Request
•Manual/Automatic Stock Replenishment
Where is the ROI? Modules Licensed

•Increased Revenue/Reduced Costs •Teleservice
•Improves Field Service Process •Advanced Inbound
•Shorter Time to Fix
•Service Contracts
•Higher Customer / Employee Satisfaction
•Field Service (mobile)
•Less obsolete stock, more accurate stock
levels •Scheduling
•Higher Engineer Efficiency •Spares Management
Dispatch to Resolution Demo Script
1. Service Request to Resolution - Inbound Call to Dispatch

2. Service Request to Resolution - Inbound Call to Dispatch (Internal Order)
3. Service Request to Resolution - Inbound Call to Dispatch (Spares Requirement)

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Forecast to Plan with Manufacturing Scheduling (1of 2)
Forecasting & Demand Management

PF2004 PF1967 PF2011 PF2021 PF2005
Establish Collect Generate Achieve Consume
Forecast & Demand Forecast Sales Consensus Forecast
Management Policies Data Forecast Forecast
• Establish Forecast rules, • Collect Historical Sales • Generate statistical • Review forecasts on a • Define forecast
methods, demand and Shipments Data to forecast based on sales regular basis and revise consumption policies and
management policies, use for statistical and shipment history. as needed. consume forecasts.
reporting mechanisms, forecasts.
etc.
Production Planning
PF2029 PF2031 PF2037 PF2038
Identify Define Collect Run
Plan Planning Planning Production
Type Options Data Plan
• Specify DRP, MPS, or • Define Planning Options • Collect planning data • Launch Production Plan
MRP Plan Types and for each plan type, from the transaction
how they will inter-relate including constraint types system
and aggregation levels
Production Planning
PF2039 PF3002 PF3003 PF3004 PF3005
Analyze Adjust Simulate Collaborate Implement
Plan, KPI’s and Plan with Revised on Revised Revised Go to 2/2
Exceptions Constraints Constraints Constraints
• Analyze Plan, KPI’s, • Make manual • Run the plan in • Collaborate with internal • Implement the revised Roles
exception messages and adjustments to the plan simulation mode with and external parties to constraints based on the
counts prior to releasing based on plan review and revised constraints to agree on revised collaboration results. Planning Mgr
orders from the plan new information model potential solutions constraints.
to limitations.
Demand Mgr.
Demand Planner
Production Planner
Forecast to Plan with Manufacturing Scheduling (2 of 2)
Production Activity Control Shop Floor Scheduling

PF0025 PF1161 OP0681 OP0683 OP1164 OP1162
Release Release Manage Manage Schedule Identify
Procurement Production Labor Machine & Other Shop Shortages
Schedule Schedule Requirements Plant Requirements Floor
ANALYZE SHOP FLOOR ADJUST SHOP FLOOR
• The Planner releases a • The Planner • The scheduler manages • Manage the availability of
SCHEDULE SCHEDULE
list of Items requiring releases the and adjusts the labor machinery and
• The scheduler reviews • The scheduler identifies
procurement. Production Schedule schedules and reviews equipment to meet the
the exceptions generated shop floor requirements
allocations to various production schedule.
during the scheduling of that can be adjusted and
work centers.
the Shop Floor. Capacity constraints that
can be adjusted
Shop Floor Scheduling

OP1164 OP1164
Schedule Schedule
Shop Shop
Floor Floor
SIMULATE SHOP FLOOR PLAN IMPLEMENT REVISED SHOP FLOOR
• The scheduler modifies Discrete PLAN
requirements and Capacity Constraints • Once the scheduler has simulated a
and simulates a reschedule of the Shop Floor Plan that is acceptable, the
Shop Floor. This is an iterative scheduler implements the revised
process until the scheduler finds a Requirements, Constraints and
Plan that is acceptable. Schedule.
Roles
Planner
Production Scheduler
Material Manager
Flow
Value Plant Personnel
Statement
Go to 1/2 Quality Manager
Demo Scripts
Forecast to Plan with Manufacturing Scheduling Value Statement

• Planning Department
•Demand Planning • Purchasing Department
• Sales and Marketing Dept
•Constrained based Planning
• Production Department
•Planning Simulations
•KPI’s and Exceptions

Modules Licensed
•Shop floor optimisation
•Demand Planner
•Reaction to short term production issues •ASCP with Optimisation
•Discrete Manufacturing
•Manufacturing Scheduler
Where is the ROI?
•Lower Costs
•Increase internal visibility
•Maximise Production Efficiency
•Reduce stock outs and capacity shortages
•Increase throughput of production
Forecast to Plan with Manufacturing Scheduling Demo Script

Org = M1
User = MFG/welcome
Responsibility = Manufacturing and Distribution
Manager What Instance Can I use?
Supplier = NA  11i8
Customer = NA
Contact = NA
Item = AS54888, AS62444, CM66321
Forecast to Plan with Inventory Optimization
Forecasting & Demand Management Sales & Operations Planning
PF1967 PF2011 PF2021 PF2005 PF2028
Collect Generate Achieve Consume Manage
Forecast Sales Consensus Forecast Production
Data Forecast Forecast Forecast
• Collect historical sales • Generate statistical • Review forecasts on a • The corporate S&OP
• Define forecast
and demand data from all forecasts based on regular basis and revise process which reconciles
consumption policies and
relevant sources and demand history. as needed. demand and production
consume forecasts.
translate into compatible plans, typically monthly.
format.
Inventory Planning Production Planning

PF1962 PF1963 PF1966 PF1960 PF2037 PF2038
Collect Collect Generate Establish Collect Run
Supply Demand Item Safety Inventory Planning Production
Variability Data Variability Data Stock Levels Planning Policies Data Plan
• Collect historical supplier • Collect demand data • Calculate Optimized Item • Update Inventory • Collect planning data • Launch Production Plan
performance data from including forecast Safety Stock levels. Planning Policies based from the transaction or Plans on a regular
all relevant sources and confidence levels from all • Calculate Optimized on Safety Stock system basis.
translate into compatible relevant sources. locations for safety optimization, by item,
format for supplier stocks (postponement quantity and location.
variability. strategy).
Production Planning
PF2039 PF3002 PF3003 PF3005 PF2040 PF3001
Analyze Adjust Simulate Implement Release Manage Direct
Plan, KPI’s Plan with Revised Revised Schedule Non-MRP Material
and Exceptions Constraints Constraints Replenishment
• Analyze Plan, KPI’s, • Run the plan in • Implement the revised • Release the production • Plan non-MRP planned
• Make manual
exception messages and adjustments to the plan simulation mode with constraints based on the schedule to work areas materials using Kanban
counts prior to releasing based on plan review and revised constraints to collaboration results. and procurement. planning, MinMax
orders from the plan. Make new information model potential solutions Planning, Reorder Point,
adjustments based on plan to limitations. cycle counts, etc.
review and new information.
Roles
Flow Planning Mgr
Value Demand Planner
Statement Demand Mgr
Production Planner
Demo Scripts Inventory Planner
Forecast to Plan with Inventory Optimization Value Statement
•Demand Planning • Planning Department

• Purchasing Department
•Inventory Optimisation with postponement • Sales and Marketing Dept
•Constrained based Planning • Production Department
•Planning Simulations
Modules Licensed
•KPI’s and Exceptions
•Demand Planner
•Inventory Optimisation
•ASCP with Optimisation
Where is the ROI?

•Lower stock Costs
•Maximise Customer Service Levels
•Optimise stock holdings
•Maximise Production Efficiency
•Reduce stock outs and capacity shortages
Forecast to Plan with Inventory Optimization Demo Script

Org = M1
User = MFG/welcome
Responsibility = Manufacturing and Distribution
Manager What Instance Can I use?
Customer = NA
Contact = NA
Item = AS62444/5, CM66312/3, CM66321/2/3, AS54888
Manufacturing Execution (Discrete) (1 of 2)
Production Activity Control

PF0025 PF1161
Release Release Bar-Code Mobile Device
Procurement Production
Schedule Schedule To various points
Scan Items for
• The Planner releases a • The Planner
in production
Recording to
list of Items requiring releases the Confirm - Completed
procurement. Production Schedule
Shop Floor Execution

OP0679 OP1165 OP0685 OP1210 OP1949 OP1167
Issue Expedite Issue Execute Execute & Record
Work Orders Materials Material to & Record Record Outside Completions
for Manufacture Work Order Operations Activity Operations Activity
• The Plant Manager • Identify component • Pick material and • Plant personnel • Plant personnel • Plant personnel
issues Work Orders to shortages issue to work order manufacture/ complete and record complete and record
shop floor for • Determine availability of for assembly. assemble, and record outside processing discrete job work
manufacture. substitutes, or jobs issued manufacturing moves and receipts orders
material which can be operations. to discrete jobs
‘borrowed’

OP1214 OP1213 OP1211
OP0678
Reject Reject Move Vision Corporation
Inspect Discrepant Completed
Discrepant
Goods Assemblies Assemblies To Stock Planner
Components
• Review goods to • Inspect components • Reject assemblies which
ensure they meet & reject those which do not meet quality • Move completed assemblies Material Manager
quality requirements do not meet quality requirements and record to stock for future use, or to
requirements. transaction inspection to ensure Plant Personnel
• Move material to MRB, if adequate quality.
required
Quality Manager
2/2
Manufacturing Execution (Discrete) (2 of 2)

OP1781 OP1168 OP1785 OP1211 OP1770
Record Perform Record Move Complete
Material Rework Resource Completed Production
Production Usage Assemblies to Stock Order
• Report Good and bad • Rework product if • Actual labor activities • Store Finished Goods • The Material
quantity. necessary. and time are charged produced from WIP Orders Manager completes
to the WIP order. into Storage Areas. the WIP orders.
Bar-Code Mobile Device
Quality Control Scan Items for Recording

to Confirm - Completed
OP1834 OP1835 OP1836

Create Maintain Manage
Quality Quality Production - Quality
Samples Results Approval Process
• Plant personnel • Quality personnel tests • Quality personnel To various points

Creates a sample for and enters Assay notify production of in production
inspection. results. results.
Roles
Planner
Material Manager
Flow
Value Plant Personnel
Statement
1/2
Quality Manager
Demo Scripts
Manufacturing Execution Business Flow Value Statement
Manufacturing Execution (Discrete) Demo Script

1. Demand to Build - Manufacturing Execution

N/A

 11i8
Operations to Period Close
Product Costing Period Close Management

FM0517 FM0521 FM0522 FM0520 FM1805
Define Manage Manage Review Perform
Costing Actual Product Standard Product Cost WIP
Methods Cost Definition Cost Definition Information Period Close
• Define Costing • For purchased • For Assembly Items • Confirm and review • Enter all remaining
Methods and assign • Items set Standard Rollup Item Costs standard costs and WIP transactions for
to Items. Costs standard cost period.
• Close WIP jobs
• Define cost elements. adjustments • Close WIP for the
Period
Vision Corporation
Cost Accountant
Accounting Manager
Flow
Value
Statement
Demo Scripts
Operations to Period Close Business Flow Value Statement
Operations to Period Close Demo Script

1. Operations to Period Close (Process)

N/A

 11i8
Product Development and Maintenance (Process)
Product Development & Maintenance

PD1831 PD1829 PD1830 PD1849 PD0647 PD1752
Update Maintain Maintain Maintain Estimate Release
Item Formulae Routing Recipe Product to
Costs Production
• Formulator defines New • The Formulator creates a • The Process Engineer • The process of creating • The Cost Accountant • The Formulator and
Product (for experimental list of components to be develops the and maintaining recipes develops a cost Quality Engineer
item). used in manufacturing processes to be used linking the formula and estimate using material approves the
the item. in manufacturing, routing with organization and resource costs. formula/recipe for
including resources for specific overrides where production use.
the item. necessary is done.
Quality Control Regulatory Management

PD1833 PD1847
Maintain Maintain
Product Regulatory
Specifications Information
•The Process Engineer creates

quality test specifications for the •The Process Engineer
item – warehouse / location / lot / enters the regulatory
sublot, customer or supplier information for the item.
Product Costing
Third Party FM1804 FM1804 FM0520 Role
Manage Manage Review s
LIMS System Standard Product Standard Product Cost Cost
Process Engineer
Cost Definition Definition Information
Formulator
• For purchased Items • For Produced Items, • Rollup Item Costs.
Flow set Standard Costs. define manufactured • Review and confirm Cost Accountant
Value item, formula, standard costs.
Statement ingredient, and
resource costs.
Demo Scripts
Product Development and Maintenance (Process) Value Statement
Product Development and Maintenance (Process) Demo Script

N/A

 11i8
Production Planning (Process)
Forecasting and Demand Management
PF2004 PF1766 PF2014 PF1771

Establish Manage Review Generate
Forecast & Demand Forecast and Revise MPS
Management Policies Forecast
• Establish Demand • A Planner enters detail .

• A Planner modifies .
• A Planner defines
management Policies forecast. the forecast as rules for making
such as Customer required based on planning calculations.
Service, Safety Stock, input from various • A Planner develops
Performance Metrics. Company sources schedules for make to
(Sales, Mfg., …). stock manufacturing.
Production Planning
PF1764 PF2039 PF2040
PF1852 Generate Analyze Release
Review Error
MRP Plan, KPIs Schedule
Messages and Exceptions
• The Planner generates • The Planner reviews • The Planner approves

• The Plannerthe MRP Run.
approves the error messages. the forecast run.
the forecast run.
Roles
Demand Planner
Production Planner
Flow
Value Material Manager
Statement
Demo Scripts
Production Planning (Process) Business Flow Value Statement
Production Planning (Process) Demo Script

1. Production Planning (Process)

N/A

 11i8
Production Execution (Process) (1 of 2)
Production Activity Control
PF2040 PF1169 OP1776 PF1761
Release Control Create Manage
Schedule Production Production Firm
Activity Orders Planned Orders
• Release production
schedule for labour and • Define Operating levels. • Display FPO’s listing • View FPO ingredient
machine planning. item or formula, desired requirements before
production, quantity, executing the order.
and planned start and
completion dates.
Process Operation Control Execution Third Party
OP0081 OP1778 OP1779 OP1777 OP1780 SCADA/PLC

Create Allocate Manage Identify Record System
Production Material Production Shortages Consumption of
Batches Order Component Material
• The Plant Manager • The process of allocating • Releases to • Identify component • Plant personnel
issues Batch Orders to raw material and packaging Production a Batch to shortages. manufacture and
the production floor for material to production. be produced. • Determine availability of record manufacturing
manufacture. substitutes. operations.
• This covers the FPO.
Quality Control
OP1834 OP1835 OP1836

Create Maintain Manage
Quality Quality Production Quality Go To2/2 Third Party
Samples Results Approval Process
LIMS System
• Plant personnel • Quality personnel tests • Quality personnel
Creates a sample for and enters Assay notify production of Roles
inspection. results. results.
Material Manager
Plant Personnel
Quality Manager
Production Execution (Process) (2 of 2)
(POC)-Shop Floor Execution

OP1781 OP1168 OP1785 MM1819 OP1770
Record Perform Record Conduct Complete
Material Rework Resource Stock to Stock Production
Production Usage Transfers Order
• Report Good and bad • Rework product if • Actual labor activities • Store Finished Goods • The Material Manager
Go To 1/2 quantity. necessary. and time are charged to produced from Production completes the production
the batch. Batches into Storage batch.
Areas.
Roles
Flow Material Manager

Value
Statement Plant Personnel
Demo Scripts
Production Execution (Process) Business Flow Value Statement
Production Execution (Process) Demo Script

1. Production Execution (Process)

N/A

 11i8
Requisition to Pay (Process)
Supplier Management Requisitions Purchase Orders
PR1005 PR1180 PR1181 PR1182 PR0129
Maintain Manage Select Issue a Authorize
Suppliers Requisitions Suppliers Purchase Purchase
Order Orders
• Enter and Manage • The buyer creates a • The purchase manager

• Manage and review • Select Suppliers for purchase order for the
Supplier Information automatically or manually requisitions approves the purchase
selected supplier. order.
created requisitions for
completeness, approvals, • The purchase order is
etc. sent to the supplier.
Receiving and Inspection Quality Management

MM1135 MM1136 MM1188 MM1139 MM1810
Accept Receive Inspect Impound Manage Material Review
or Reject Material – Received Material Board
Deliveries Supplier Material (MRB) Activity
• Accept or reject • Receive materials from • If Material fails • Manage the disposition of
• If required, inspect
materials at the suppliers, either into inspection, impound impounded material.
material before moving to
receiving dock. inventory or into an material.
inventory.
inspection area.
Third Party
LIMS System Roles
Inventory Management Supplier Invoices Accounts Payable Accounts Payable Clerk

MM0406 PR1010 PR1022
Put Away Manage Issue Payables Manager
Material Supplier Supplier
Purchase Agent
Invoices Payments
• The invoice is approved by the

Purchase Manager
• Move the material to the • The AP clerk matches the invoice
warehouse. against the PO and/or receipt. payables manager.
• Links to WMS • The invoice is approved for • The payment is sent to the Receiving Clerk
payment. supplier.
Inspector
Flow
Value Inventory Clerk
Statement
Demo Scripts
Requisition to Pay (Process) Business Flow Value Statement
Requisition to Pay (Process) Demo Script

1. Requisition to Pay (Process)

N/A

 11i8
Order to Cash (1 of 2)
Enter and Configure Order ATP Check, Reserve Book Order Plan Shipment
OF0065 OF0052 OF1069 OF1071

PF2036
Enter Specify Manage Schedule Sales
Check
Orders and Customer Order Ship
ATP
(Collaboration) Configure Order Orders Date
• Any channel… • Options • Check ATP • Credit check • Optimisation

• XML, EDI, iStore • Exclusivity • Schedule Order • Firm order • Grouping rules
• Phone etc… • Guided Buying • Reserve stock • Demand created • Carrier choice
• Single source!!! • Guided Selling • Cust. feedback
Auto
Release Order Ship Confirm Carrier Pick Up Returns

for Picking
OF1079
MM1090 MM1149 MM0398
Issue
Pick Ship Schedule
Returned Material
Material Material Carrier
Authorization
• Pick Slip • Bill of Lading • Carrier Notification • Manage returns

• Mobile Devices • Packing Slip • ASN to buyer •Approve RMA
• Pick/Pack rules • Custom doc.
Auto •Confirms Shipment Auto
Invoice Customer Collect Cash
OF1027 OF1032 Go To2/2

Generate Apply Customer Vision Corporation
Customer Invoices Receipts – Cash
Order Department
from Sales Orders Applications
Workflow Managed Shipment Department
• Auto created • Receive Cash
• Freight Charge • See full Fin Auto Customer
• Credit Notes Apps Flow!
Order to Cash ( 2 of 2)
Check ATP Schedule Order Reserve Stock
OF1071
PF2036 MM1090
Schedule
Check Pick
Go To 1/2 ATP
Sales Order
Material
Ship Date
+ On-hand • Best Warehouse • Move Order
+ Production • Set Ship Date • Line Detailing
+ Receipts • Set Arrival Date
– Demand • Best Date
Auto Auto Auto
Vision Corporation
Order Department
Shipment Department
Customer
Flow
Value Workflow Managed
Statement
Auto
Demo Scripts
Order to Cash Business Flow Value Statement

• Capturing the Sales Order from any • Sales staff
channel • Manufacturing staff
• Scheduling the order • Shipping staff
• Integrating with Manufacturing and • Warehouse staff
Distribution for Capacity constraints • Carriers
• Configuring the order
• Planning and executing shipments
Modules Licensed
• Collecting cash
• Order Management
• Accounts Receivables
• Optional:
Where is the ROI? • Advanced Pricing
• Automation • Global ATP - APS
• Reducing the capital tied up in the • Oracle Configurator
Supply Chain • Release Management
• Creating a better buying experience for • Warehouse Management
the customer • CRM Sales Modules
Order to Cash Demo Script

1. Order to Cash - Complex Outbound Flow for Multi-Order Shipping
2. Order to Cash - Global Order Promising
3. Order to Cash
4. Order to Cash - with RMA

Org = specific for each script
User = specific for each script
Responsibility = specific for each script What Instance Can I use?
Customer = SmartBuy
Contact = NA
Item = specific for each script
Procure to Pay – Main Flow
Analysis to Award
PR0131 PR0152 PR0132 PR0134
Analyze Provide Evaluate Evaluate
Sourcing Specification & Award Supplier Contract
Requirements & RFQ Negotiations Performance
• Periodical Contract Review • Publish RFQ / Auction • Optimize decision

• Create / Change Sourcing • Place bids • Award
Strategy • Monitor Sourcing • Create Contract or PO
• Create Sourcing Document event
Requisition to Pay
PR1180 CM5513 PR1935 PR1010 PR5889 PR1022
Manage Publish Receive Manage Approve Issue
Requisition Order Non Production Supplier Supplier Supplier
Visibility Data Goods & Services Invoices Invoice Payment
• Enter Requisition / • Query PO • Receive item • Create / receive • Approve Invoice • Enter Payment
Generate Demand • Confirm PO Invoice
• Approve requisition • Create ASN
• Release Requisition
Manage Suppliers
Vision Corporation
PR1185
Analyze Warehouse staff or
Quality Requisitioner
Performance
Purchasing staff
• The supplier performance Accounts Payable

is reviewed by defects,
Flow delivery exceptions, price, Supplier
Value volume and amounts
Statement
Demo Scripts
Procure to Pay – Main Flow Business Flow Value Statement

• Management of PO including • Warehouse staff
• Autocreation of Requisitions based on • Purchasing Staff
Demand • Accounts Payable Staff
• Auto-Approval • Suppliers
• Autocreation of PO
• Receiving
• Manage Invoice and Payment
• Supplier Collaboration
• Intelligence (Purchasing History and
Supplier Performance) Modules Licensed
Where is the ROI? • iProcurement
• Automation • iSupplier Portal
• Shorten cycle time • Purchasing Intelligence
• Focus on Supplier Relationship Mgt • Purchasing
• Accounts Payable
Procure to Pay – Main Flow Demo Script

1. Procure to Pay - Procure to Pay Main Flow Auctions
2. Procure to Pay - Procure to Pay Main Flow RFQ

Supplier = specific for each script  11i8
Customer = NA
Contact = NA
Requisition to Pay - Direct
Manage Requisition
PR1180 PR0128 PR1182
Manage Authorize Issue a
Requisitions Requisitions Purchase
Order
Auto Auto Auto
• Fully automated • Automatic approval • Auto-create and release
• Hands-free generation of purchase order against
requisitions blanket order – no
• Automatic sourcing manual intervention
Receiving Manage Payment Manage Suppliers

MM1136 PR1931 PR5889 PR1022 PR1185
Receive Manage Approve Issue Analyze
Material – Evaluated Supplier Supplier Quality
Supplier Receipts Invoice Payment Performance
Auto Auto
• Requestor confirms • The invoice is created • The invoice is • The supplier performance is
receipt automatically approved and reviewed by defects,
• Find and view invoice matched against delivery exceptions, price,
PO volume and amounts
Vision Corporation
Warehouse staff
Purchasing staff
Accounts Payable
Flow Supplier
Value
Statement
Demo Scripts
Requisition to Pay - Direct Business Flow Value Statement

• Management of PO including • Warehouse staff
• Autocreation of Requisitions based on • Purchasing Staff
Demand • Accounts Payable Staff
• Auto-Approval • Suppliers
• Autocreation of PO
• Receiving
Supplier Performance) Modules Licensed
• Focus on Supplier Relationship Mgt • Purchasing
• Accounts Payable
Requisition to Pay - Direct Demo Script

1. Procure to Pay - Requisition to Pay Direct

Supplier = specific for each script  11i8
Customer = NA
Contact = NA
Requisition to Pay - Indirect
Manage Requisition Receiving

PR1180 PR0128 PR1935
PR1182
Manage Authorize Issue a Receive
Requisitions Requisitions Purchase Non-Production
Order Goods and Services
Auto
• Search for item to buy • Search for requisition • Auto-release against

• Requisition is blanket order – no • Requestor confirms
• Add item to shopping cart receipt
• Check out and submit approved manual intervention
requisition automatically due to
submitter’s authority
Manage Payment Manage Suppliers

PR1931 PR5889 PR1022 PR1185
Manage Approve Issue Analyze
Evaluated Supplier Supplier Quality
Receipts Invoice Payments Performance
Auto Auto
• The invoice is • The supplier performance
• The invoice is created
approved is reviewed by defects,
automatically
• Find and view invoice delivery exceptions,
price, volume and
amounts
Vision Corporation
Supervisor
Requisitioner
Flow
Value Purchasing staff
Statement
Accounts Payable
Demo Scripts
Requisition to Pay - Indirect Business Flow Value Statement

• Manage Requisition including • Requisitioner
• Catalog Search • Supervisor
• Approval • Purchasing Staff
• PO creation • Accounts Payable Staff
• Receiving • Suppliers
Supplier Performance)
Modules Licensed
• Eliminate maverick buying • Purchasing
• Focus on Supplier Relationship Mgt • Accounts Payable
Requisition to Pay - Indirect Demo Script

1. Procure to Pay - Requisition to Pay Indirect

Org = V1
User = operations/welcome corpexp/welcome
grainger/welcome supplier/welcome
Responsibility = Payables Vision Operations
(USA), General Ledger Vision Operations
Supplier = multiple
Customer = NA  11i8
Contact = NA
Item = multiple
Assets to Disposal
Requisitions Purchase Orders Receiving and Inspection Supplier Invoices
PR1180 PR1182 MM1136 MM1753 PR1010
Manage Issue a Receive Inspect Manage
Requisitions Purchase Material – Goods Supplier
Order Supplier Invoices
• Manage and review • The buyer creates a • Receive materials • Inspect material in the • The AP Clerk receives an
automatically or purchase order for the from suppliers, either inspection area. invoice.
manually created selected supplier. into inventory or into • Reject any materials • The invoice is matched
requisitions for an inspection area. that do not meet against PO.
completeness, product quality plan • The invoice is approved for
approvals, etc. standards payment.
Fixed Asset Management – Create Asset Fixed Asset Management - Use asset
PR1906 FM1102 FM1108 FM1103 AM7518
Transfer Maintain Manage Transfer Execute
Asset Invoices Fixed Fixed Assets Fixed Asset
to FA Dept Asset Inventory Assets Tasks
• The asset is added to • Asset Inventory • Assets can be moved •Enter maintenance
• Any asset related invoices inventory as capital or reports are run and to new locations operation
(invoices coded to the CIP. verified with actual and/or (account) •Notify requestor that
asset clearing account are Inventory. assignments. operation is complete
interfaced to Assets •Charge back costs
department for processing
Period Close Financial Reporting Vision Corporation
FM0480 FM1914 FM1104 FM1940 Employee

Calculate Perform Manage Generate
Asset Fixed Assets Fixed Asset Internal Buyer
Depreciation Period Close Loss/Disposal Reports
AP Clerk
• Depreciation • Activities required to • Internal financial
close Fixed Assets • Company owned assets
Expense is calculated are disposed. The asset reports are generated, Asset Accountant
Flow and Accumulated and send transactions distributed and
to GL. is retired.
Value Depreciation is • Proceeds of sale, cost of reviewed. General Acctg Manager
Statement updated for every removal and any gains or
capitalized asset in Repair technician
Demo Scripts losses are recorded.
the Corporate Book.
Assets to Disposal Business Flow Value Statement

• Asset purchase • Employees using assets
• Asset receipt and invoice matching • Accounts Payables clerks
• Asset registration and assignment in asset • Asset accountants
register • CFO
• Asset depreciation • Maintenance technicians
• Asset disposal
Modules Licensed
• Asset inventory
• Fixed Assets
• Asset maintenance
• Accounts Payables
• General Ledger
• I-Procurement
• Enterprise Asset
Where is the ROI? Management
• Reduce workload for adding new assets
• Ability to track your assets more accurately
Assets to Disposal Demo Script

1. Assets to Property Lifecycle - Assets to Disposal

Org = Vision Operations, Seattle Maintenance N/A
User = OPERATIONS
Responsibilities =
iProcurement
Purchasing, Vision Operations (USA)
Payables, Vision Operations, (USA) What Instance Can I use?
Assets, Vision Operations, (USA)  11i8
General Ledger, Vision Operations (USA)
Enterprise Asset Management
Self Service Maintenance
Supplier = GE Capital
Treasury and Cash Management
Treasury and Cash Management - Monitor Account Balances Treasury and Cash Management
- Maintain Account Balances
FM1908 FM1905 FM1910 FM0547
FM0565
Record Reconcile Reconcile Review
Bank Invest Long Term
Bank Bank Statements Bank
Cash
Statements Balances to GL to Transactions Balances
• Upload and import • Automatically or • Finalize • Review bank account • Transfer funds to
Bank statements using manually reconcile the reconciliation balances for deficits/ net off deficit and
seeded formats bank statements surplus funds surplus balances
Customer Order Treasury and Cash Management - Eliminate Currency Exposure
FM0527 FM0559
OF0065 FM1911 FM0559
Perform Review Projected
Enter Manage Cash Review Projected
Investment Cash Position
Order Forecasts Cash Position
Procedures
• i-Store: Large •Check currency •Drill Down to Customer •Confirm exposure is
value sales order position Order • Treasurer sells forward eliminated
placed in JPY • Treasurer checks JPY • Includes a receipt for 100,000,000 JPY • Treasurer checks JPY
position in 3 months 100,000,000 against Euro position in 3 months
time JPY due in 90 days time
Raise Sales Invoice Treasury and Cash Management Treasury/Cash Vision Corporation
- Balance Currencies Mgmt - Confirm
Customer
OF1027 FM0527
FM0559 FM0527
Generate Perform Perform Treasurer
Review Projected
Customer Invoices Investment Investment
Cash Position
from Sales Orders Procedures Procedures
Clerk
• Invoice is raised and •Check currency •Enter a Currency • Treasury Clerk sends
sent in USD instead of position swap, USD against
•Both USD and JPY
confirmation letter for Flow
JPY as planned JPY transaction Value
positions reviewed Statement
Demo Scripts
Treasury and Cash Management Business Flow Value Statement

• Query bank account balances • Customer
• Eliminate overdraft by transferring funds • Receivables Clerk
• Upload bank statements and reconcile • Treasury Clerk
• Confirm the overdraft has been covered • Treasurer
• Customer enters order on i-Store in Euro
• Invoice sent in GBP not Euro Modules Licensed
• Drill down to customer order to establish • Cash Management
potential Euro receipt in 75days
• Treasury
• Sells forward Euro V. USD and confirm • iStore
• Currency swap entered GBP V. Euro • Accounts Receivable
Where is the ROI?

• Reduction in FX, interest and bank charges
• Setting up InHouse Banking/SSC
• Accelerated responses to market changes
Treasury and Cash Management Demo Script

1. Financial Planning to Reports - Treasury: Cash Management

Org = Vision Operations N/A
Users = SYSADMIN,TPCONNOR, OPERATIONS, DLYON
Responsibilities =
Payables, Vision Operations (USA)
Receivables, Vision Operations (USA)
General Ledger, Vision Operations (USA) What Instance Can I use?
Order Management Super User, Vision Operations (USA)
 11i8
Inventory, Vision Operations (USA)
System Administrator
Cash Management, Vision Operations (USA)
Treasury, Vision Operations (USA)
IBE_ADMINISTRATOR
Opportunity to Project Mgt. (Project Mgt. Main Flow)
Opportunity to Contract Project Contracting Contract to Project Project to Staffing
PM5794 PM5812 PM5728
SL7172 Sign Define Create
Manage Project Project Staffing
Opportunity Contract Plan Requirement
• Identify & Track project • Manage Bid/Proposal • Initiate Project & Define • Create Staffing
opportunities process Project Plan Requirements
• Forecast Sales • Author Contract • Create Project & Work • Identify available
• Manage & Plan documents and Changes breakdown structure Resources
Accounts • Manage approvals & • Define Charge Controls • Evaluate, Review, Assign
• Track Cost of Sales signatures • Fund & Budget Candidates
Requisitions Project Expenditure Project Billing
PM5842 PM5857 PM5839 PM5866

PR1180
Enter Project Process Review Manage
Manage
Timecard Project Project Project Revenue
Requisitions
Expenditures Expenditures Performance Recognition
• Create project requisitions • Create & Collect weekly • Review, transfer & • Track Progress & issues • Process expenditures
• Manage purchase time and expense reports adjust if necessary • Manage Work schedules • Recognize Revenue
Approvals • Manage Approvals project expenditures • Check Actuals & • Manage Invoice
• Procure and receive items • Track Missing Timecards • Review Accounts Commitments vs. Budgets Approvals
• Manage Commitments • Distribute Costs • Process Adjustments • Monitor Project • Generate Project Invoices
• Manage Payments • Manage Payments Performance Indicators • Monitor Project Collections
Project Close Out Project Analysis
PM5839 Roles
PM5873 Third Parties
Review
Close Sales
Project Customer
Project
Performance Delivery
Supplier
• Review deliverables • Analyse costs, revenue, Accounting
Flow • Perform Adjustments profitability, deliverables
Value • Commission Project • Review resource usage
Statement • Archive Project • Analyse Project Key
Documents Performance Indicators (KPIs)
Demo Scripts • Close Project
Opportunity to Project Mgt. (Project Mgt. Main Flow) Value Statement

• Opportunity Management • Sales
• Project Mgr
• Project Contract Management • Project Team Member
• Project Resource Management • Resource & Staffing Manager
• Legal & Administration
• Project Creation & Planning • Purchasing
• Procurement • Accounting
• Timecard Management
Modules Licensed
• Expense Management • Oracle Sales Online
• Project Management • Project Opportunity Mgmt**
• Project Contracts
• Project Controlling • Project Costing, Project Billing
• Project Resource Management
Where is the ROI? • Project Tracking & Collaboration**
• Maximized Profitability across the • Project Connect
extended service chain • Oracle iProcurement, iReceivables
• Streamlined global operations, reduced • Oracle Purchasing, Payables,
Operating Costs & Increased Productivity Receivables
• Oracle Time & Labour
• Improved Project Collaboration
• Internet Expense
• Optimised Delivery through efficient • Oracle Discoverer
Resource Deployment and Capacity mgt • Project Intelligence**
• Increased Customer Satisfaction ** still under development
Opportunity to Project Mgt. (Project Mgt. Main Flow) Demo Script

Org = Vision Services N/A
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Management, Staffing Manager, Vision Services (USA)
iProcurement, Services (USA) What Instance Can I use?
Payables, Vision Operations (USA)
OTL Self Service  11i8
Mass Timecard Approval
iExpences, Vision Services (USA)
Payables, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch x
11 inch, Black
Manage Time & Expenses
Time & Labor Management Project Expenditure

HR2115 HR2114 PM5858
HR2108 Approve Manage Process
Enter Time Time Project
Time Entered Reports Allocations
• Project emember • Project Manager • Validate that the • Project manager

enters time in the approves the time employee time distributes
appropriate time entered at the end of collected is valid and administrative overhead
collection device or the collection period. in the correct format allocation charges.
via the web. • Review missing
• Project member timecards
submits time
Supplier Invoices – Expense Reports Project Supplier Invoices Accounts Payable

Expenditure
PR1009 PR1012 PM5858 PR1016 PR3200
Manage Approve Process Manage Issue
Expense Expense Project Employee Employee
Reports Reports Allocations Expense Receipts Expense Payments
• Employee enters • Project manager • Project manager

distributes • Employee imaged or • Team member receives
his/her expense reviews and approves
administrative overhead paper receipts are notification on payment
report via the web. expense report.
allocation charges. matched to the expense of expenses
• Expense report is
routed via the report.
application to the
Department Manger.
Roles
Third Parties
Project Member
Customer
Project Manager
Flow
Value Accounting Supplier
Statement
Resource Mgr
Demo Scripts
Manage Time & Expenses Business Flow Value Statement

• Create weekly time cards • Project Member
• Create weekly expense reports • Project Manager
• Workflow notifications for manager • Resource Manager
approval • Accounts Payables
• Review Missing Time Cards
• Distribute Costs & Generate Accounts
Modules Licensed
• Reimburse Expenses
• Oracle Time & Labour
• Workflow notifications to Payee
• Internet Expense
• Project Costing
Where is the ROI?
• Oracle Payables
• Reduced Cycle time for timecard and
expense report processing
• Increased administrative costs savings
• Improved employee productivity
• Increased Transaction Accuracy
(Chargeability & Billing)
Manage Time & Expenses Demo Script

1. Opportunity to Project Mgmt - Execution to Billing -Time and Expenses

Users = SERVICES (Amy Marlin), BPALMER (Blair
Palmer), DGRAY (Donald Gray)
Responsibilities = OTL Self Service
Mass Timecard Approval
Projects, Vision Services (USA)
Internet Time, Vision Services (USA)
 11i8
Payables , Vision Services (USA)
Manage Expenditure & Check Status
Project Expenditure Project Execution
PM5857 PM5858 PM5860 PM5863 PM5839

Process Process Generate Manage Project Review
Project Project Financial Expenditure Project
Expenditures Allocations Transactions Adjustments Performance
• Make necessary • Transfer expenditure to • Check the account • The accountant • The project manager
adjustments to the another project if distributions which have processes all the project checks status,
project expenditure necessary automatically been adjustments by analyses costs,
generated distributing cost for profitability, revenue
• Review financial labour, expenses etc. and time usage.
information
Roles
Third Parties
Project Manager Customer

Flow
Value Accounting
Statement Supplier
Demo Scripts
Manage Expenditure & Check Status Value Statement

• Review project expenditures • Project Accounting
• Verify cost chargeability and billability • Project Manager
• Adjust project expenditures
• Transfer project expenditures Modules Licensed
• Review account distributions • Project Costing
• Project Billing
• Process/Re-process adjustments
• Analyse project costs
• Check Project status
Where is the ROI?

• Reduced administrative cost and time
• Simplified and shortened billing cycle
through online reviews and adjustments
• Increased transparency and accuracy on
chargeable and billable expenditures
Manage Expenditure & Check Status Demo Script

1. Opportunity to Project Mgmt - Manage Expenditures and Status

User = SERVICES (Amy Marlin)
Responsibility = Projects, Vision Services (USA)

 11i8
Billing
Project Project Billing Project Expenditure Project Billing Customer Invoices

Expenditure
PM5857 PM5866 PM5860 PM5869 OF1027
Process Manage Generate Manage Generate
Project Project Revenue Financial Project Customer Invoices
Expenditues Recognition Transactions Invoices from Sales Orders
• Accountant collects all • The financial analyst • The financial analyst • The financial analyst/ • The financial analyst
project expenditures kicks off procedures for manages draft project project mgr reviews kicks off procedures
• Review expenditures generating Draft revenue invoices process draft revenue and for generating invoices
• Manage cross-charges recognition • Generate Inter- billing information • Bill amounts are
company Invoices & • Adjusts as necessary calculated, invoices
Cross-charges and re-processes are formatted for
• Project Mgr. publishing, posting
approves Draft and funding balances
Invoice are updated.
Customer Invoices Accounts Receivables

OF5882 OF1032
Present Apply Customer
Customer Receipts –
Invoices Cash Applications
Roles
• Customer views invoice • Accountant monitors
info, argues on invoices Days Sales Project Member
if needed, enters Outstanding (DSO) and
payment info, etc collections Project Manager
Accounting
Interface
Interface Interface Third Parties

Invoice Accounting
Information Information Customer
Flow
Value • Interface draft Invoice • Interface revenue to Supplier
Statement to external billing external accounting
Demo Scripts system system
Billing Business Flow Value Statement

• Collect & Process Expenditures • Project Accounting
• Manage cross-charging / Interco Billings • Project Manager
• Manage Project Revenue • Accounts Receivables
• Create Draft project invoices • Customer
• Manage Invoice Adjustments
Modules Licenced
• Manage Invoice Approvals
• Project Costing
• Manage Customer Bill presentment &
disputes • Project Billing
• Oracle Receivables
• Monitor Collections & Receivables
• iReceivables
Where is the ROI?
• Improved Cash Flow through shortened
and streamlined Invoicing Cycle
• Increased Billing Accuracy through
automated billing controls
• Reduced process complexity with flexible
Project billing & revenue recognition rules
Billing Demo Script

1. Opportunity to Project Mgmt - Execution to Billing-Billing

Orgs = Vision Project Mfg, Vision Services N/A
Users = PROJMFG (Max Kingston), SERVICES
(Amy Marlin), CSR (United Parcel Service)
Responsibilities =
Projects, Vision Project Mfg (MRC)
Receivables, Vision Project Mfg (MRC)
 11i8
Projects, Vision Services (USA)
Plan to Project Delivery
Project Planning (in your existing project planning system) Interface Project Project Planning
PM5812 PM5809 PM5815 PM5800 PM5818 PM5821
Define Define Develop Import Define Define
Project Project Project Project Project Contract
Plan Schedule Template & WBS Plan Details Funding
• Next he defines the • The project manager

• Project manager • If necessary, project • The project manager • Next step he or admin
project scope and time transfers the workplan
creates the work plan manager creates Gantt adds further project enters the project
scheduling for each from his pps to Oracle
for the project. Chart with milestones details funding
project task Projects through a
and dependencies standard interface
Project Budgeting Project Staffing Project Expenditures

PM5827 PM5728 PM5737 PM5749 PM5842
Define Create Assign Approve Enter Project
Project Staffing Resources Resource Timecard
Budget Requirements Assignment Expenditures
• Project Manager or • The Project Manager • The Project Manager • Resource Manager • The team members
Admin enters the defines requirements, searches for available approves the resource enter Timecards,
project budget applies team templates, resources based on the requests Expense Reports,
views candidate lists skill database Supplier Invoices
Project Billing Customer Invoices Monitor Project

PM5866 OF5882 PM5839
Manage Present Review Vision Corporation
Project Revenue Customer Project
Recognition Invoices Performance Project Manager
• Accountant or Project • The project manager Project Member

Manager generate compares Budget,
Flow Revenue and Draft • Customer views invoice Forecast and Actuals
Value Invoice based on Project info, argues on invoices Accountant
Statement if needed, enters
Type and Customer
Agreements payment info, etc
Demo Scripts
Plan to Project Delivery Business Flow Value Statement

• Integration of Third Party Planning Tools • Project Manager
with an out-of-the box interface • Project Administration
• Interface Workplan to Oracle Projects • Resource Manager
• Enter Projects Details
• Enter Project Budgets
• Staff Resources
Modules Licensed
• Enter Expenditures
• Project Connect
• Generate Revenue and Invoices
• Project Costing
• Control Project Performance
• Project Billing
• Resource Management
Where is the ROI? • iTime
• iExpense
• Increase project profitability
• Reduce administrative cost • Account Receivables
• Out of the box integration of multiple diversed
project sources onto one single global
validated project repository
Plan to Project Delivery Demo Script

Plan to Project Delivery

Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran),
BPALMER (Blair Palmer), DGRAY (Donald Gray)
iProcurement, Services (USA)
Payables, Vision Operations (USA) What Instance Can I use?
OTL Self Service
Mass Timecard Approval  11i8
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch
x 11 inch, Black
Staff to Project Delivery
Project Initiation Project Staffing

PM5803 PM5728
PM5734 PM5737
Define Create
Evaluate Assign
Project Staffing
Resources Resources
Charter Requirement
• Select Template • Apply Team Template • Search Resource Pool • Select Resource and
• Enter basic data for • Confirm Start Date • Select Candidates assign directly to Project
the new project • Nominate Resources as
a Candidate
• Rank Candidates
Project Staffing
PM5749
PM5752 PM5761
Approve
Commit Review
Resource
Resources Utilization
Assignment
• Resource Mgr. • Resource Mgr. • Team Member views:

reviews notification approves • Schedule/Profile
• Team Member • Candidacy List
reviews planned • Competencies
assignments • Work Preferences
Project Expenditure Project Staffing Project Execution Vision Corporation
PM5842 PM5839 Project Manager

PM5761
Enter Project Review
Review Staffing Manager
Timecard Project
Utilization
Expenditures Performance
Resource Manager
• Team Member enter • Org. Manager reviews • Org. Manager reviews
Flow and submit timecards utilization forecast Team Member
Value
Statement
Org. Manager
Demo Scripts
Staff to Project Delivery Business Flow Value Statement

• Create Project • Project Manager
• Create Staffing Requirements • Project Team Members
• Candidate Management • StaffingManager
• Resources Assignments • Resource Managers
• Organisation Manager
• Approval Process
• Enter Timecards Modules Licensed
• View Competences
• Project Res. Management
• View Utilization
• Project Costing
• Review Forecast
• Project Billing
• Internet Time
Where is the ROI?
• Increase profitability
• Increase Resource Utilization
• Reduce administrative costs
• Increase customer and employee satisfaction
Staff to Project Delivery Demo Script

Staff to Project Delivery Staff to Project Delivery

Users = SERVICES (Amy Marlin), BCOCHRAN (Bob
Cochran), AHAMILTON (Anne Hamilton), DGRAY
(Donald Gray)
Responsibilities = Project Resource Management, Project
Manager, Vision Services (USA)
Project Resource Mgmt, Staffing Manager, Vision Services
(USA)  11i8
Project Resource Mgmt, Team Member, Vision Services (USA)
OTL Self Service
Project Resource Management, Organization Manager, Vision
Services (USA)
Customer = Imaging Innovations, Inc.
Project Management Main Flow
Project Planning Define Project Project Project Staffing Time and Labor Supplier Invoices
Budgeting Management
PM5815 PM5821 PM5827 PM5749 HR2108 PR1009
Develop Define Define Approve Enter Manage
Project Contract Project Resource Time Expense
Template & WBS Funding Budget Assignment Reports
• Project manager selects the • Project manager • Project manager • Staff project • Employee enters
• Enter time in the
appropriate project template updates the existing creates the project • Resource Manager appropriate time his/her expense
and defines the work project with budget and requests (supervisor of report via the web.
collection device or
breakdown structure and agreement and approval. resource) approves via the web. • Expense report is
customer information. funding information. resource assignment. routed via the
application to the
Department Manger.
Manage Project Requisition Approvals Receive Goods Manage Payment

Procurement Expenditures
PR1180 PM5848 PR0128 PR1933 PR1935 PR1010
Manage Manage Authorize Issue a Non Receive Non Manage
Requisitions Project Requisitions Production Production Supplier
Commitments Purchase Order Goods & Services Invoices
• A project member • Check Commitments • Approvals can be • PO can be • The non–production • The accountant
creates a requisition for • Check Budgets controlled using automatically created goods arrive at the matches invoices from
an item needed for the amount or account from Requisition. requisitioner/receivers suppliers with the
project. code. • PO can be created desk. purchase orders and
manually. manages the payment
Project Expenditure Project Billing Project Execution - Performance

Vision Corporation
PM5857 PM5866 PM5869 PM5833 PM5839
Process Manage Manage Manage Review
Project Project Revenue Project Project Project Project Manager
Expenditures Recognition Invoices Performance
Project Member
• Generate draft revenue; • Initiate invoice generation • Project manager • Project performance
• Financial Analyst distributes adjust. process.
charges to all projects. analyzes budget to information is gathered
• Generate final revenue, • Customer bills are actual variances by and disseminated,
Accountant
Flow account distributions calculated, funding balances project, task or status reporting,
Value and update funding are updated and invoices are resource. progress measurement Buyer
Statement balances. sent to Receivables. and forecasting.
Demo Scripts
Project Management Main Flow Business Flow Value Statement

• Create Project and WBS • Project Manager
• Enter Project Details • Project Administration
• Create Project Budgets • Resource Manager
• Staff Resources
• Enter Expenditures
• Generate Revenue and Invoices Modules Licensed
• Control Project Performance • Project Costing
• Project Billing
• Resource Management
• iTime (optional PO)
Where is the ROI? • iExpense
• Reduce time and expense processing
• Reduce unaccounted time
• Improve cash flow
• Increase resource utilization
Project Management Main Flow Demo Script

Project Management Main Flow

OTL Self Service
x 11 inch, Black
Budget to Bill
Project Budgeting Project Expenditures

PM5827 PM5830 PM5842 PM5845 PM5851
Define Manage Enter Project Enter Project Enter Project
Project Project Timecard Exp Report Supplier Invoice
Budget Budget Expenditures Expenditures Expenditures
• The Project manager • The financial analyst • Consultants working on • Consultants working on • Consultants purchase
creates the project approves the final the Acme project the Acme project computer supplies to be
budget and submits for budget. submit timecards. submit travel related used on the project.
management approval. • Costs can now be expenses. • Supplier invoice is
collected against the submitted to Accounts
contract project and the Payable.
project is now officially
kicked off.
Project Expenditures Project Billing
PM5852 PM5858 PM5859 PM5866 PM5869

Enter Project Process Process Cross Manage Manage
Inventory Project Charges for Project Revenue Project
Expenditures Allocations Shared Resources Recognition Invoices
• The project manager • The project manager • The project manager

issues material out of distributes • The financial analyst • The financial analyst
processes charges from
inventory to be used on administrative overhead kicks off procedures for kicks off procedures for
consultants in its
the Acme project. allocation charges to generating revenue. generating invoices.
Japan subsidiary to
the Acme project. • Revenue is calculated, • Bill amounts are
the Acme project.
General Ledger account calculated, invoices are
distributions are formatted for printing and
generated and funding posting and funding
balances are updated. balances are updated.
Roles
Project Manager
Flow
Value Financial Analyst
Statement
Consultant
Demo Scripts
Budget to Bill Business Flow Value Statement

• Enter Project Budgets • Project Manager
• Enter Expenditures: Timecards, Expense • Project Administration
Reports and Purchase Orders • Project Team Member
• Generate Revenue
• Create Draft Invoices
Modules Licensed
• Project Costing
• Project Billing
• iTime
• iExpense
Where is the ROI? • Optional: PO, Financials

• Reduce unaccounted time
• Reduce revenue leakage
• Increase Project effectivness
Budget to Bill Demo Script

1. Projects - Project Budget to Billing

Org = Vision Services
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
N/A
(Blair Palmer), DGRAY (Donald Gray)
OTL Self Service
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch x
11 inch, Black
Budget to Cost Management

PM5827 PM5830 PM5842 PM5845 PM5851
Project Project Timecard Exp Report Supplier Invoice
• The project manager • The financial analyst • An organization has • Consultants working on • Consultants purchase
creates the project approves the final launched an internal the R&D project submit computer supplies to be
budget and submits for budget. R&D project. travel related expenses. used on the project.
management approval. • Costs can now be • Consultants working on • Supplier invoice is
collected against the the R&D project submit submitted to Accounts
indirect project and the timecards. Payable.
project is now officially
kicked off.
Project Expenditures
PM5852 PM5858 PM5859
Enter Project Process Process Cross
Inventory Project Charges for
Expenditures Allocations Shared Resources
• The project manager • The project manager • The project manager

issues material out of distributes processes charges from
inventory to be used on administrative overhead consultants in its Japan
the R&D project. allocation charges to subsidiary to the R&D
the R&D project. project.
Roles
Project Manager
Financial Analyst
Flow
Value Consultant
Statement
Demo Scripts
Budget to Cost Management Business Flow Value Statement

Reports and Purchase Orders
• Check Project Performance
Modules Licensed
• Project Costing
• Project Billing
• iTime
• iExpense
Where is the ROI? • optional PO
• Improve business understanding
• Reduce administrative cost
Budget to Cost Management Demo Script

1. Project Management - Budget to Cost Management

OTL Self Service
x 11 inch, Black
Budget to Assets
PM5827 PM5830 PM5842 PM5845 PM5854
Project Project Timecard Exp Report Capital Asset
• The project manager • The financial analyst • The organization is • Consultants working on • The organization
creates the project approves the final building a new call the call center project purchases capital
budget and submits for budget. center. submit travel related equipment to be used on
management approval. • Costs can now be • Consultants working on expenses. the project.
collected against the the call center project • Asset related invoice is
capital project and the submit timecards. submitted to Accounts
project is now officially Payable.
kicked off.
Project Expenditures
PM5852 PM5858 PM5859 PM5864

Process Process Cross Manage
Enter Project
Project
Refer to Assets to
Inventory Project Charges for
Expenditures Allocations Shared Resources Assets Depreciation
in Accounting to
• The project manager • The project manager • The project manager • The project manager
Financial Reports Flow
issues material out of distributes processes charges from creates and assigns
inventory to be used on administrative overhead consultants in its Japan project assets.
the call center project. allocation charges to subsidiary to the call
the call center project. center project.
Roles
Project Manager
Financial Analyst
Flow
Value Consultant
Statement
Demo Scripts
Budget to Assets Business Flow Value Statement

Reports and Purchase Orders
• Interface Project Lines to Fixed Assets
(Refer to Assets to Depreciation Flow in Fast
Forward Flows for Financial Management)
Modules Licenced
• Project Costing
• Project Billing
• iTime
• iExpense
Where is the ROI? • Fixed Assets
• Improve business understanding
• Reduce administrative cost
Budget to Assets Demo Script

1. Project to Profit - Project Budget to Asset

User = SERVICES (Amy Marlin)
Responsibility = Projects, Vision Services (USA)

 11i8
Lead to Opportunity Business Flow
Campaign to Lead
Inbound Call to Lead
SL7022 SL7023 SL7192 SL7168
Outbound Call to Lead
Execute Campaign to Direct Mail and Advertising Generate Assign Contact Determine
Execute Campaign to Email Automated Lead Lead Product
Lead Interest
Execute Campaign to Event
A KPI
Execute Campaign to Telesales
Execute Campaign to Web •Review and assign •Capture Lead •Present and
• Use the “Automated
Lead Routing” for all previously generated information as a result determine the product
leads having enough sales leads. of Sales initiatives. with the Lead.
info.
SL7171 SL7173
Assign Monitor
SL0773 SL0776 SL7170
Opportunity to Partner
Qualify Convert Assign Partner Opportunity
YES
and Score Lead To Opportunity KPI Management
Lead Opportunity
KPI Partner • Assign a Partner to •Check all the opportunity
Channel an opportunity that information collected and
•Qualify leads based on •Verify that the lead • Assign an ? has been listed in the sent by the Sales Org and
the criteria set for an has emerged as a real opportunity to one of Partner Channel. manage the opportunity.
"opportunity" that the opportunity, and that the potential actor
company may invest in. the opportunity should and/or channel. NO
be pursued.
MK7124 MK7158
Manage Send
Event Product
Registration Collateral
KPI
• Capture attendees for the •Sending product

event. Register Lead for collateral and other sales
Event. information.
SL7172
Manage Opportunity to Order
Opportunity Opportunity to Forecast to Management Rollup
KPI
Enterprise
Outside Roles Roles
Flow • The process of
contacting, updating all the Partner Sales Representative Alliances Manager
Value
Statement opportunity information
Sales Manager Telesales Agent System Automated
collected after this Sales
Demo Scripts contact
Lead to Opportunity Business Flow Value Statement

• Sales Rep is Informed about New Lead • Sales Teams
• Qualification of Prospect/Lead • Sales Management
• Alliances Team
• Convert Lead to Opportunity
• Marketing
• Manage Opportunity

• Increased Revenue; less loss of prospect • Sales Online
in the qualification process
• Better Qualification
• Reduce Time (automated Qualification)
• Higher Employee Satisfaction in
collecting and getting correct Customer
data
Lead to Opportunity Demo Script

1. Lead to Opportunity

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Opportunity to Forecast to Management Rollup Business Flow
SL7174 SL7175 SL7176 SL7177

Review Generate Maintain Submit
Lead to Opportunity Pipeline Baseline Forecast Forecast
Forecast
KPI KPI
• The process of •The process of •The process of modifying •The process of

capturing Opportunity preparing a first an Aggregate Forecast, or submitting the
information and Forecast Baseline an Opportunity Forecast, or Forecast to his/her
reviewing the activities based on the a Product Family Forecast manager for review
linked to it information collected and consolidation
and the Sales Rep
objectives
SL7178 SL7179 SL7180 SL7181 SL7177

Compare Generate Accept Rollup Submit
Subordinate Final Forecast Forecast Forecast
Pipeline To Forecast Forecasts
•The process of •The process of •The process of •The process of rolling •The process of
receiving all the modifying and generating verifying the up the Forecasts submitting the
Forecast submitted by the final Aggregate consistency and Forecast to his/her
the Sales Reps, Forecast, Opportunity possibility of the manager for review
(subordinate) and Forecast, and Product management Forecast and consolidation
comparing it with the Family Forecast
Management figures
Sales Force Planning

Insight to Campaign Plan
Enterprise Roles
Flow
Value Sales Representative
Statement
Sales Manager
Demo Scripts
Opportunity to Forecast to Management Rollup Business Flow Value Statement

• Create or receive opportunities assigned to a • Sales Force
sales rep
• Sales Management
• Maintain pipeline information and product
category based aggregated forecast values
• Forecast values and rollup periodically though
hierarchy online
• Rollup forecast to next level and submit

• Increase customer facing sales time, • Sales On Line
revenue contribution
• reducing forecast effort dramatically
• forecast transparency and accuracy
through online drilldown and rollup
Opportunity to Forecast to Management Rollup Demo Script

1. Opportunity to Forecast to Management Rollup

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Shopping Cart to Contract Business Flow
Web Prospect to Shopping Cart
SL7365 SL7148 CM7090

View/Receive Initiate Customer Yes Request
Discounts & Checkout Needs Web Call–back Opportunity to Order
Assistance
Promotions
• Customer views • The process of the No • Customer requests a

discounts & customer initiating call–back from either
promotions on checkout, entering a Sales or Service
appropriate items in password, financial agent who can
cart. information and answer questions or
shipping information give assistance.
SL0790
Customer SL0794
Accepts
No Negotiate Maintain
Pricing Pricing, Contract
& Contract Discounts
terms
&Terms M
Yes • The process of •The process of managing

determining pricing the variations and/or changes
and discounting of from the terms and
products or services conditions of the contract
during the quote over the life of the contract by
process. any of the parties bound by
the contract.
SL0793
Approve
Contract Order to Status Inquiry
• Customer
reviews
contract
Flow terms and Enterprise Roles Outside Roles
Value approves.
Statement Contract Manager Customer
Demo Scripts
Shopping Cart to Contract Business Flow Value Statement

• Assemble and manage shopping carts • Customer
• Provide pre–sales/transactional support
• Prospect
• Support B2B & B2C shopping models
• Customers place purchase based on • Contract Manager
contractual terms, conditions, and • Sales Representative
pricing

• Decrease sales cycle cost and time • iStore
• Increase order accuracy to 99% or better • Contracts (Core, Sales)
• Serve broad range of customers • Interaction Center
• Reduce shopping cart abandonment Technologies
Shopping Cart to Contract Demo Script

1. HTML - Quote to Contract to Order

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Service Request to Entitlement Business Flow
Order to Status Inquiry
Opportunity to Order SL7207 CS7036 SL7156
KnowledgeBase Search to Result Log into Receive
Receive
Web Service Request to Escalation Interaction Screen Pop
Forum Posting to Response Service
Center Systems Contact and Script
Install Base Update to Product Return KPI
Email Inquiry to Response
• The process of logging •Receive inbound • Process of receiving
into Teleservice customer call an automated screen
application and •Log into application, pop and Telesales
interaction center work check work queue script from CTI.
queue. •Receive inbound call
or customer service
request
•Receive an
automated screen pop
via CTI
CS7037 CS7041 CS1411

yes
Validate Review Transfer Maintain
Customer Install Ownership? Customer
KPI Records Base KPI Installed Base
•Gather information about •Review Installed Base for no •Transfer Installed Base
individual or business customer’s product ownership
•Verify that information is information
current •Verify Product Order (if
subject of Billing Inquiry)
CS7039
CS7042
Enter
Verify Service Entitlement to Resolution
Service
Entitlement
KPI Request
•Review customer warranty •Define Contact Reason

information •Create Service Request
•Determine the level and •Assign SR to Resource
type of service available to •Create Tasks
the customer Enterprise Roles
Flow
Statement
Customer Service Manager
Demo Scripts
Service Request to Entitlement Business Flow Value Statement

• Inbound call center business process • Customer
integrated out of the box • Customer Service
• Track service requests
• Verify service entitlement

• Reduce cost of service by increasing • Teleservice
customer service productivity • Advanced Inbound (Option)
• Eliminate revenue leakage from providing
en–entitled service
Service Request to Entitlement Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Author to Sign Sales Contract Business Flow
SL1432 SL7166 SL0793 SL7032

Enter Review Approve Sign
Sales Contract For Contract Contract
Contracts QA Compliance
•Create Contract from Existing •Define quality guidelines •Manage approvals from company •Complete contract terms &
Contract, Template, or Quote for Contract QA signatories conditions
•Add Contract Parties •Run QA check for every •Communicate contract terms
contract & service level objectives.
Customer Invoice to Cash
Enterprise Roles
Flow Contract Agent

Value
Statement
Contract Manager
Demo Scripts
Author to Sign Sales Contract Business Flow Value Statement

• Author Contracts using copy, versions, or • Contracts Managers
templates • Sales Teams
• Admin Teams
• Contract versioning and change control
• Contract Quality Assurance checking
• Workflow approvals

• Increase productivity through streamlined, • Sales Contracts
standardized contract processes
• Reduce risk of contract errors
• Accurate Bills
• More profitable contracts
• Faster contract turnaround/Faster time to market
• Reduce cost of maintaining inconsistent contracts
(e.g., global pricing errors)
Author to Sign Sales Contract Demo Script

1. Contracts for Sales - Author & Sign Core/Sales Contract

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Author to Sign Service Contract Business Flow
OF1037
SL7031 CS0827 SL7166
Enter Apply Review
Define Contract
Service Customer Receipts Contract For
Renewal Triggers
Contracts KPI - Credit Card QA Compliance
•Enter Credit Information

•Create Contract from Existing •Define Renewal Rules •Define quality guidelines
Contract, Template, or Quote •Re–Pricing Rules for Contract QA
•Add Contract Parties etc •Billing Rules •Run QA check for every
contract
SL0793 SL7032
Approve Sign Customer Invoice to Cash

Contract Contract
•Manage approvals from company •Complete contract terms &

signatories conditions
•Communicate contract terms
& service level objectives.
Enterprise Roles
Flow
Value Contract Agent
Statement
Contract Manager
Demo Scripts
Author to Sign Service Contract Business Flow Value Statement

• Author service contracts /warranties • Customer
• Contract versioning and change control • Contract Manager
• Business rules for billing, payments terms, etc. • Customer Service Manager
• Contract Quality Assurance checking
• Workflow approvals

• Increase productivity through streamlined, • Service Contracts
standardized contract processes
• Increase customer satisfaction by better managing
service level agreements
• Eliminate penalty costs from contract non–
performance
• Accurate Bills
• More profitable contracts
• Faster contract turnaround/Faster time to market
• Reduce cost of maintaining inconsistent contracts
Author to Sign Service Contract Demo Script

1. Service Contract - Author and Sign Service Contract

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Change or Terminate Contract Business Flow
Author to Sign Contract

Author to Sign Service Contract
yes
SL0794 SL7166 CS7060

Contract
Change Maintain Review Manage
(vs. Terminate)? Contract Contract For Contract
QA Compliance Changes
C
h
a
n
g
•submit Change Request •Define quality guidelines •Update the contract with any
no
e
•Obtain Approval
C
o
for Contract QA product changes, service level

n
t
r
a
c
t
•Create Contract Version •Run QA check for every agreements, and new
contract effective/expiration dates
SL7033 CS0828
Terminate Notify
Contract Parties of
KPI Customer Change
•Record Termination Reason •Notify sales reps and others of
•Communicate contract terms & important change in customer status
service level objectives or disposition
Flow
Value Enterprise Roles
Statement
Contract Agent
Demo Scripts
Change or Terminate Contract Business Flow Value Statement

• Automates Contract termination process • Contracts Managers
• Complete contracts change process • Contracts Administrators
• Sales Teams
• Version Management
• Automated notification to Sales rep
• Approval Management via workflow
• Automatic quality assurance check

• Reduced contract administration labor • Sales Contracts
costs • Service Contracts
• Reduce liability and penalties due to
contract errors
• Reduce lost revenue from contract
expirations
• Reduce revenue leakage from billing
inaccuracies
Change or Terminate Contract Demo Script

1. Contracts for Sales - Change Sales Contract
2. Service Contract - Terminate Service Contract
3. Contracts Core - Terminate Contract (Core/Sales)
4. Service Contract - Change Service Contract

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Expiring Contract to Renewal Business Flow
CS0827 CS7059 CS0828 CS7060

YES Identify Notify Parties Manage
Define Contract Manual
Renewal? Contracts of Customer Contract
Renewal Triggers
KPI KPI For Renewal KPI Change Changes
•Define Renewal Rules, Re– •Determine which •Contact the customer •Update the contract with any
Pricing Rules, Billing Rules NO contracts are expiring and regarding the renewal of the product changes, service level
•Select Contracts are eligible for renewal service contract and discuss agreements, and new
•Execute Renewal Rules the contract details. effective/expiration dates
•Auto–Notify Sales Rep
SL7166 CS7061 SL7032

Review Approve Sign
Contract for Expiring Contract to Renewal
Contract Contract
QA Compliance Renewal
•Define quality guidelines •Manage approvals from •Complete contract terms &
for Contract QA company signatories conditions
•Run QA check for every •Communicate contract terms
contract & service level objectives.
CS7062
Renew
Contract
KPI
•Create and/or update new
contract
•Obtain customer's
authorization.
•Notify Sales Rep
•OR
•Automatically create new Enterprise Roles
contract
Flow
Value •Notify customer Contract Agent
Statement
Contract Manager
Demo Scripts
Expiring Contract to Renewal Business Flow Value Statement

• Automatic or manual renewal of contracts • Sales Teams
• Automatic application of billing & payment • Contracts Managers
rules • Admin Teams
• Automatic notification to Sales of expiring
contract
• Manage approvals via workflow
• Automatic quality assurance check

• Increase revenue stream from contract • Sales Contracts
renewals • Service Contracts
• Improved Customer Satisfaction
• Reduce losses due to billing and
payment errors
• Reduce administrative costs of tracking
and renewing contracts
Expiring Contract to Renewal Demo Script

1. Service Contract - Auto Renewal of Service Contract

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Forecast to Plan Business Flow
PF1967 PF2011 PF2021 PF2028
Design to Release
Customer Collaboration to Consensus Forecast
Collect Generate Achieve Manage
Supplier Collaboration to Supplier Commitment Forecast Sales Consensus Production
Opportunity to Forecast to Management Rollup Data Forecast Forecast Forecast
KPI KPI
• Collect Historical • Generate statistical • Review forecasts on a • Define the parameters
Sales and Shipments forecast based on regular basis and for forecast
Data to use for sales and shipment revise as needed. consumption and
statistical forecasts. history. consume forecast.
PF1962 PF1963 PF1966 PF2038 PF2039

Collect Collect Generate Run Analyze
Supply Demand Item Safety Production Plan, KPI’s
Variability Data Variability Data Stock Levels Plan and Exceptionsx
KPI
KPI KPI KPI
• Collect historical suppler • Collect demand data • Calculate for all • Launch Production • Analyze Plan, KPI’s,
performance data from all including forecast locations where items Plan exception messages
relevant sources and confidence levels have maintained and counts prior to
translate into compatible from all relevant safety stock levels. releasing orders from
format. sources. the plan
PF3002 PF3003 PF3004 PF3005

Adjust Simulate Collaborate Customer Collaboration to Consensus Forecast Implement
Plan with Revised on Revised Supplier Collaboration to Supplier Commitment Revised
Constraints Constraints Constraints
• Make manual • Run the plan in • Collaborate with • Implement the revised
adjustments to the simulation mode with internal and external constraints based on
plan based on plan revised constraints to parties to agree on the collaboration
review and new model potential solutions revised constraints. results.
information to limitations.
PF2040 PF3001
Enterprise Roles
Release Plan Plan to Schedule
Schedule Non–MRP Requisition to Receipt – Direct
Planner
Material
KPI KPI
Demand Planner
• Release the • Plan non–MRP planned
Flow production schedule materials using Kanban
Value Demand Manager
to work areas and planning, MinMax
Statement procurement. Planning, Reorder point,
cycle counts, etc.. Inventory Planning Manager
Demo Scripts
Forecast to Plan Business Flow Value Statement

• Achieve consensus forecast • Trading Partners
• Provide collaborative planning, (Customers, Suppliers,
Third Party Contractors)
forecasting and replenishment
• Planners
• Enable holistic planning and optimization
• Sales
• Produce single plan creation for tactical,
• Marketing
long, and short term planning
• Point of Sale
• Improve asset utilization

• Improved Delivery Performance • Supply Chain Planning:
• Reduced Inventory Levels • Advanced Supply
• Reduced Planning Cycle Times Chain Planning
• Inventory Optimization
• Global Order Promising
• Demand Planning
• Supply Chain
Intelligence
Forecast to Plan Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Design to Release Business Flow
Concept to Profitability
PD0628 PD1096 PD1160 PD1098
Develop Maintain Maintain Maintain
Detailed Item Routings Bills of
Design Master Material
• An Engineer puts together • An Engineer creates • An Engineer • An Engineer creates a
design information an Engineering Item develops the list of components to
detailing the item and it’s for others’ review & processes to be used be used in
characteristics.. evaluation in manufacturing, manufacturing the
including resources. item.
PD0647 PD0646 FM0522 PD7140 FM0520

Estimate Manage Manage Assign Review
Product Product Std Product Product Cost
Costs Data Design Cost Definition To Inv / Information
Shipping Org
• The Cost Accountant • An Engineer releases • For purchased Items set • Assign Product to • Review and confirm
develops a cost the Item, BOM and Standard Costs Inventory & Shipping standard costs and
estimate using Routing to • For Assembly Items Organizations as part of standard cost
material and labor Manufacturing Rollup Item Costs new product intro adjustments
costs.
PD1091 PD1288 PD1092 PD0634 PD1095

Request Develop Evaluate Manage Implement
ECO ECO ECO Effectivity ECO
Date Control
• The Engineer creates • Each Reviewer can see • Effectivity of new

• Any user can request • Approved ECO’s are
an ECO and assigns all Product (Item, Bill, components can be
that an Engineering implemented
a review/approval Routing) data. defined as a function of
Change Order (ECO) according to effectivity
process. • Each Reviewer has the calendar dates, or of
be used to control the dates
opportunity to approve obsolete component
evaluation process.
or reject the ECO. depletion.
Enterprise Roles
Forecast to Plan Engineer

Plan to Schedule
Flow Schedule to Build (Discrete)
Value Employee
Statement
Cost Accountant
Demo Scripts
Design to Release Business Flow Value Statement

• Knowledge management • Manufacturing, Purchasing,
• Design collaboration Planning, Order
Management, Service
• Process integration
• Engineering
• Process improvement
• Marketing
• Customers
• Suppliers

• Reduced development cycle time and • Product Lifecycle
cost Management (Product
• Reduced ECO cycle time Development, CADView–
3D)
• Increased product and process reuse
• Projects
• Decreased time to find product
information • Sourcing
• Decreased time spent on • Purchasing Intelligence
travel/communication
Design to Release Demo Script

Design to Release

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Analyze to Agreement Business Flow
PR0131 PR0135 PR0152 PR0139

Analyze Negotiate Provide Manage
Sourcing and Select Specifications Supplier
Requirements Suppliers and RFQ Pricing
KPI KPI KPI
• Identify strategic • Select Suppliers to • The process of • Receive RFX or
sourcing fulfill sourcing providing Quote from Supplier.
opportunities. requirements. specifications and • Negotiate incentives
• Collect aggregate requests for quotation and penalties with
demand for specific to a supplier. suppliers as part of a
sourcing business agreement.
requirements. • Qualify suppliers who
have submitted a bid
or quotation
PR0132 PR0136 PR0133

Evaluate Develop Maintain
Requisition to Receipt – Indirect
and Award Legal Terms Negotiated Requisition to Receipt – Direct
Negotiations & Conditions Supplier
KPI KPI Contract/Agreement
• Collect and evaluate • Develop business • Add, Modify or renew

Responses to award agreement between negotiated
the contract or enterprise and agreements as
agreement. Suppliers. necessary.
• Agreements can be
purchase orders,
requisitions, blankets
or contracts.
Enterprise Roles Outside Roles
Purchasing Manager Supplier

Flow
Value Buyer
Statement
Demo Scripts
Analyze to Agreement Business Flow Value Statement

• Complete sourcing business process • Suppliers
• Integrated spend, supplier performance, • Buyers
and productivity analysis • Planners
• Support all negotiation types with robust • Engineers
buyer and supplier tools • Purchasing Managers
• Multi–attribute bidding and analysis

• Increased number of sourced items and • Sourcing
use of contracts and agreements • Purchasing
• Reduced unit price • Purchasing Intelligence
• Decrased sourcing cycles • iSupplier Portal
• Reduced time to market • Exchange Marketplace
Analyze to Agreement Demo Script

1. Sourcing - RFQ (High Level Integration Flow)
2. Sourcing - Auctions (Detailed Sourcing Flow)

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Budgets to Approval Business Flow
FM5876
Import
Budgets
FM0483 FM0487 FM0489 FM0491

Define • Receive budget data Maintain Consolidate Approve
Budget Strategy from external system. Budgets & Review Budgets
& Approach Budgets
KPI KPI KPI KPI
• Prepare and record FM5875 • Update/modify budgets. • Consolidate budgets • Approve final budget
budgets by department/ Define & from all departments and communicate to
organization. Generate and companies. all departments and
Budget Allocations • Review total budget. companies.
• Prepare and record

budgets by department/
organization.
Period End Close to Financial Reports
Enterprise Roles
Financial Analyst
Flow Director of Finance

Value
Statement
VP of Finance
Demo Scripts
Budgets to Approval Business Flow Value Statement

• Define budget strategy and approach • Financial Analyst
• Import budget details from external • VP of Finance
• Director of Finance
system or define and generate budget
allocations
• Consolidate and approve budgets

• Reduce time to create budgets • Financials
• Improve the tracking of detail budgets
Budgets to Approval Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Period End Close to Financial Reports 1/2 Business Flow
Bank Statement to Cash Reconciliation FM1948 FM1808 FM1045
Subledger Journals to Post Perform Perform Perform
Assets to Depreciation WIP Process Mfg Inventory
Intercompany Journals to Post Period Close Period Close Period Close
Budgets to Approval
• Activities required to • Activities required to • Activities required to
close Work–in– close Process Mfg close Inventory and
Process and send and send transactions send transactions to
transactions to GL. to GL. GL.
FM1018 FM1913 FM1952 FM1914 FM1915 FM1042

Perform Perform Perform Perform Perform Process
Accounts Purchasing Projects Fixed Assets Accounts Current Period
Payable Period Close Period Close Period Close Receivable Transactions
Period Close Period Close
• Activities required to • Activities required to • Activities required to • Activities required to • Activities required to
• Activities required to
close Purchasing and close Projects and close Fixed Assets close Accts Receivable close remaining
close Accts Payable
send transactions to send transactions to and send transactions and send transactions subsystems and send
and send transactions
GL. GL. to GL. to GL. transactions to GL.
to GL.
FM0506 FM0510
FM0507 FM1118 FM1116 FM0494
Define Process Process Revalue
Import Enter
and Generate Reserves, Allocations Balances
Journal Journal
Recurring Reversals & & Periodic Entries
Entries Entries
Journal Entries Suspense JEs
• Journals for allocation • Revalue foreign
• Import Journals from • Enter journals. • Journals for recurring • Reverse prior period
transactions are currency balances to
subledger systems. transactions are accruals, clear
processed. recognize currency
generated. suspense accounts, gain/loss.
and generate
reversing entries.
FM0511 FM1121 FM1114 FM3209

Post Reconcile Adjust GL Enter
Journal Accounts For Period Elimination Continued on next page
Entries Close Entries
• Journals are posted in • Reconcile all • Process adjusting • Creates elimination Enterprise Roles
the General Ledger. subledgers to general journal entries after entries within a
ledger. preliminary review of company.
Accountant
balances.
Period End Close to Financial Reports 2/2 Business Flow
FM0493 FM0495 FM3225 FM3209

Translate Consolidate Post Enter
Continued from prior page Foreign Sets of Consolidation Elimination
Currency Books Data Entries
• Translate foreign • Balances in child • The journals are • Creates elimination

currency balances to books are transferred posted in the entries between
reporting currency. to the consolidation consolidation books. companies.
book.
FM0511 FM1917 FM1940 FM1941

Post Close Generate Generate
Journal Period Internal External
Entries Reports Reports
KPI
• Posted elimination • Close the accounting • Internal financial • External reports are
entries. period to prevent reports are generated, generated and
changes to final distributed and distributed.
balances. reviewed.
Enterprise Roles
Flow Accountant
Value
Statement
Accounting Manager
Demo Scripts
Period End Close to Financial Reports Business Flow Value Statement

• Process transactions from subledgers • Accountant
• Process recurring, reversal, reserve,
suspense, allocation and elimination
journals
• Consolidate multiple companies
• Internal and external reporting of
financial results

• Reduce time associated with period end • Financials
close
• Improve the accuracy of the financial
results
Period End Close to Financial Reports Demo Script

Period End Close to Financial Reports

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Proposal to Project Contract Business Flow
Opportunity to Forecast to Management Rollup
PM5770 PM5773 PM5776 PM5779

Enter Approve Issue Review
Proposal Proposal Proposal Proposal
(Bid) (Bid) (Bid)
M
• Analyze Requirements, • Review and approve • Submit Proposal to • Review proposal with
estimate project plan & proposal. customer. customer.
price to develop a • Contract Agent tracks
proposal of work. proposal.
PM5782 PM5785 PM5788 PM5791 PM5794

Accept Enter Approve Issue Sign
Proposal Project Project Project Project
(Bid) Contract Contract Contract Contract
M M
• Customer accepts the • Create contract using • Sales manager • Submit Contract to • Customer reviews,
proposal. proposal information approves contract. customer. changes, and accepts
or standard template. • Legal approves • Contract Agent tracks contract.
• Adjust terms to match contract. contract.
agreement with
customer.
PM5797
Maintain
Project Plan to Project Budget
Enterprise Roles
Contract
Sales Representative
• Update contract based
on change requests Legal Council
from customer.
Outside Roles Contract Agent
Flow
Value Sales Manager
Customer
Statement
Demo Scripts
Proposal to Project Contract Business Flow Value Statement

• Create, approve and issue proposal (bid) • Sales Representative
• Create, approve and issue project • Legal Council
• Contract Agent
contract
• Sales Manager

• Streamline and shorten proposal cycle • Contracts
time
• Streamline and shorten project contract
cycle time
• Reduce costs associated with
maintaining project contract
Proposal to Project Contract Demo Script

1. Projects - Proposal To Project Contract

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Plan to Project Budget Business Flow
PM5803 PM5806 PM5809 PM5812
Define Define Define Define
Proposal to Project Contract Project Project Project Project
Charter Scope Schedule Plan
M M
• An organization • Project manager • Project manager • Project manager
defines their policies, creates a scope creates the project creates the work plan
procedures and statement for the schedule, defines for the project.
requirements for all project. milestones and
types of projects. resource requirements.
PM5800
YES Import
Import Project
Plan? Project
Plan
PM5818 PM5819 PM5821
• Project manager Define Define Define
NO imports project work Project Project Contract
plan from external Details Charge Control Funding
system. M
PM5815 • Project manager • Project manager • Project manager

Develop Project defines and sets up defines and sets up updates the existing
Template & Work the project. the project charge project with
Breakdown Structure control on the project. agreement and
funding information.
• Project manager selects the

appropriate project template
and defines the work
breakdown structure and
customer information.
PM5824 PM5827 PM5830

Approve Define Manage
Project Project Project Project to Staffing
Budget Budget
• Project manager • Financial analyst Enterprise Roles

• The project is
Flow creates the project approves final budget.
approved. Project Manager
Value budget and requests • Cost and Revenue
Statement approval. estimates are
determined. Financial Analyst
Demo Scripts
Plan to Project Budget Business Flow Value Statement

• Define project charter, scope and • Project Manager
schedule • Financial Analyst
• Import or build project plan
• Define project charge control and
contract funding
• Define project budget

• Reduce project plan cycle time. • Projects
• Accurately record details and
commitments of project reducing cost of
project management turnover.
Plan to Project Budget Demo Script


Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Change to Assign
Business Flow Resources
Project to Staffing
PM5728 PM5734 PM5737 PM5749

Create Evaluate Assign Approve
Plan to Project Budget Staffing Resources Resources Resource
Requirement Assignment
• Create staffing • Project Manager • Resource is reserved to • Resource Manager

requirements for searches the available the staffing requirement (supervisor of
project. resource list to awaiting approval. resource) approves
determine which resource assignment.
resources match to
project staffing
requirements. The
Project Manager also
evaluates matched
resources for fit .
PM5752
Commit Project Execution to Invoice / Asset
Resources Utilization to Forecast
• Project Manager &

Staffing Manager
assigns resources to
project and notifies Enterprise Roles
employee of
assignment. Project Manager
Staffing Manager
Employee
Flow
Value Resource Manager
Statement
Demo Scripts
Project to Staffing Business Flow Value Statement

• Create staffing requirement • Project Manager
• Search and evaluate available resources • Staffing Analyst
• Employee (Resource)
• Assign resources to projects
• Resource Manager
• Review project staffing plan

• Reduce costs associated with matching • Projects
resources to available projects
• Increase resource utilization
• Increase employee (resource)
satisfaction with project assignments
Project to Staffing Demo Script

1. Projects - Project to Staffing

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Project Execution to Invoice / Asset Business Flow
PM5857 HR2122 PM5848
Project to Staffing Process Adjust Time Manage
Time Collection to Payroll Processing Project After Project
Expense Report to Invoice Expenditures Transfer Commitments
• Financial Analyst • The project manager • Create project related

distributes charges to makes all necessary purchase requisitions
all projects. time adjustments. and purchase orders.
PM5851 PM5852 PM5859 PM5858 PM5863

Manage Project Manage Project Process Cross Process Manage Project
Supplier Invoice Inventory Charges for Project Expenditure
Expenditures Expenditures Shared Resources Allocations Adjustments
• Consultants purchase • Project manager issues • Project manager • Project manager • Project manager
computer supplies to be material out of processes charges distributes adjusts expenditure
used on the project. inventory to be used on from consultants in administrative overhead items prior to revenue
• Supplier invoice is the project. other organizations. allocation charges. recognition.
submitted to Payable.
YES PM5866 PM5860 PM5869
Billable Manage Generate Manage

Project ? Project Financial Project
Revenue Recognition Transactions Invoices
KPI KPI
• Generate draft revenue; • Financial Analyst • Initiate invoice generation
NO adjust. creates financial process.
Analysis to Project Closure
• Generate final revenue, transactions for all • Customer bills are
Receipt to Asset
account distributions projects. calculated, funding balances
and update funding are updated and invoices are Analysis to Project Closure
balances. sent to Receivables.
PM5860 PM5864
Generate YES Manage
Capital
Financial Project ? Project
Transactions Assets
Enterprise Roles
• Create and assign
• Financial Analyst creates Project Manager
NO project assets.
financial transactions for
• Generate asset lines to
all projects.
interface to Assets. Financial Analyst
Flow
Value
Statement Analysis to Project Closure Project Member
Demo Scripts
Project Execution to Invoice / Asset Business Flow Value Statement

• Collect expenditures for time, expense, • Project Member
commitments, supplier invoices, • Project Manager
• Financial Analyst
inventory, and allocations
• Generate revenue and create draft
invoices for billable projects
• Track costs for internal projects
• Create assets for capital projects

• Reduce time and cost of expenditure • Time and Labor
collection. • Employee
• Reduce time to prepare project invoices • Projects
for customer.
• Increase accuracy of capital project
costs.
Project Execution to Invoice / Asset Demo Script

1. Project to Profit - Execution to Billing

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Analysis to Project Closure Business Flow
PM5833 PM5863 PM5839 PM5873

Manage Manage Project Review Close
Project Execution to Invoice / Asset Project Expenditure Project Project
Adjustments Performance
KPI
• Project manager • Project manager makes • Project performance • Project manager
analyzes budget to all necessary information is gathered gathers and
actual variances by expenditure item and disseminated. This disseminates all
project, task or adjustments to the includes status pertinent project
resource. project prior to the reporting, progress information prior to
period end close. measurement and project completion.
forecasting. • Project manager closes
the project.
Flow
Value Enterprise Roles
Statement
Project Manager
Demo Scripts
Analysis to Project Closure Business Flow Value Statement

• Manage project expenditures and • Project Manager
adjustments
• Manage client deliverables
• Manage status reports, project
milestones and forecasting
• Analyse project actual to budget

• Improve project forecasts • Projects
• Reduce project cost overruns
• Improve client satisfaction
Analysis to Project Closure Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Insight to Campaign Plan (Page 1 of 2) Business Flow
Opportunity to Forecast to Management Rollup

Marketing Strategy to Market Share
Concept to Release (Process)
Analytics to Insight
Customer Feedback to Intelligence
Opportunity to Order
Order Receipt to Intelligence
MK0737 MK7006 MK7008 MK7116

Measure Define Define Define
Marketing Marketing Marketing Marketing
Activity Results Activity Plan Activity Budget Objective/Message
KPI M M M
• Define results views • Process of developing • Determine campaign

• Create and approve
• Analyze results plans for marketing and
budget for a marketing objective and
•Determine program, sales programs,
activity: programs, message
medium and channel campaigns and events.
campaign, or event.
effectiveness
MK7117 MK7004 MK7009 MK7011 MK0717

Define Define Define Define Manage
Marketing Audience Program Campaign Customer A
Medium Segments Lists
M M
• Determine which • Determine target • Define the program: • Define the campaign: • Create lists of target
medium or channels segments based on products, target audience, products, segments, customers/prospects based
for campaign results of Perform schedule, communications schedule, communications on specific marketing activity
Analytics plan, channels, required plan, channels, required objective, past results, and on
collateral, responsibilities collateral, responsibilities Analytics to Insight
and resources, metrics, and resources, metrics,
offers, campaigns and offers.
events.
Enterprise
Roles
Marketing Manager
VP of Marketing
Insight to Campaign Plan (Page 2 of 2) Business Flow
MK7015 MK7118 MK0731 MK7120 MK7005

Manage Create Develop Specify Define
A Marketing Campaign Marketing Cross Sell and Promotions
Activity Budget Metrics Collateral Up Sell Products
M M M
• Manage changes to • Define metrics by which • Process of defining, • Defining the • Defining offers and
budget and revenue campaign results will be developing and business rules for up promotions which
and expense allocations measured delivering marketing sell and cross sell apply to products
to budget. and sales collateral. products that may based on marketing
promoted with offer tactics.
Execute Campaign to Event

Execute Campaign to Direct Mail & Advertising
Execute Campaign to Telesales
Execute Campaign to Web
Execute Campaign to Email
Enterprise Roles
Flow Marketing Manager

Value
Statement
VP of Marketing
Demo Scripts
Insight to Campaign Plan Business Flow Value Statement

• Analyse, Prepare and Plan Campaigns • Marketing Manager
• Automated budget Management • Marketers
• Create and manage targeted lists • IT Departments
(Targeted selections, Import and • CEO/CIO
DeDuplication)
• More Efficient, higher velocity campaigns
from automated campaign planning and
execution
• Improved Campaign Efficiency, higher • OM, A–OM, Discoverer
Marketing ROI
• Tight Budget Control, lower variance
• Cost Efficient Channel Usage
• Improved marketing response rates
• Reduced Cost to Acquire
• Improved customer retention
Insight to Campaign Plan Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Execute Campaign to Telesales Business Flow
MK7103 MK7127 SL7017 MK0731

Import Generate Develop Develop
Concept to Profitability Customer Target Sales Marketing
Data and Lists List Interaction Collateral
Scripts M M
• Generate previously • Process of • Process of

• Process of importing
created list in order to developing scripts to defining, developing
lists from multiple sources,
execute a telesales be used for telesales and delivering
selecting target records
campaign and telemarketing marketing and sales
and loading records.
campaigns. collateral.
MK7155 MK0737
Load Measure Inbound Call to Lead
Leads Marketing Concept to Profitability
Activity Results
KPI
• Process of loading qualified • Process of collecting,
leads and customer records reporting and analyzing
from previous phases of marketing activity results
current campaign or
previous campaigns
Enterprise Roles
Flow
Value
Statement Marketing Manager
Demo Scripts Database Marketing Manager
Execute Campaign to Telesales Business Flow Value Statement

• Analyse, Prepare, Plan and Execute Call • Marketing Manager
Center Campaigns • Marketers
• Define Scripts • IT Departments
• Define cross sell / upsell options • CEO/CIO
• Budget Management • Call Center Manager
• Create and manage targeted lists (Targeted
selections, Import and DeDuplication)

• Improve Campaign Efficiency /Marketing ROI • OMO, MI, A–OMO,
• Improved Marketing Response Rate Advanced Inbound,
• Improved Cross Sell Revenue Advanced Outbound,
• Improved agent productivity (number of quality Scripting
leads passed from call center agents, Increased
number of calls per day, improved close rate on
those increased calls, and increased deal size
on the increased calls)
• Tight Budget Control
Execute Campaign to Telesales Demo Script

1. Create and Execute Inbound Telemarketing Campaign
2. Prospect Identification to Lead Generation

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Execute Campaign to Web Business Flow
MK7141 MK7142 MK7143 MK7144

Create Create Define Web Create
Insight to Campaign Plan Personalized
Concept to Profitability Web Content Web
Product
Content Location Placement
M RecommendationsM M M
• Create content to be • Generate previously •Define the placement • Create placement for
placed on Web created list in order to for the Web Content the Web Content
execute a telesales created created
campaign
MK7012 MK0737
Execute Measure Registration to User Access
Campaign Marketing Catalogue to Assembled Content
Activity Results Web Prospect to Shopping Cart
KPI
• Customer receives • Assess Campaign

marketing contact results
either email, direct,
telesales, clicks on
banner add or goes to
Web site
Enterprise Roles
Flow Marketing Manager

Value
Statement
Web Store Administrator
Demo Scripts
Execute Campaign to Web Business Flow Value Statement

• Execute Web Marketing Campaigns • Marketing Manager
• Set up / personalize Postings and Rules • Marketers
• Analyze results • IT Departments
• CEO/CIO
• Web Manager

• Improve Campaign Efficiency / Marketing • OMO, A–OMO, Discoverer
ROI
• Reduced cost per contact / cost to
acquire
• Cost reduction from unassisted selling,
customer cost of order errors, order
abandonment
Execute Campaign to Web Demo Script

1. Customer Install Base Analysis to Cross-Sell/Up-Sell

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Execute Campaign to Email Business Flow
MK7129 MK7130 MK7127 MK7131

Create Create Email Generate Create
Concept to Profitability Email Content and Target and Execute
Trigger Define Preferences List Mail Merge
•Set conditions for • Create email content • Generate previously • Create and Execute
initiating the email and define created list in order to the mail merge to
campaign preferences execute a email prepare emails for
campaign sending
MK7132 MK0737 MK7128

Send Email Measure Pass
Lead to Opportunity
to Target List Marketing Responses
Activity Results For Lead
KPI Qualification
• Execute email with offer • Pass responses for
URL or response qualification to Lead to
instructions send to Opportunity process
target list
• Assess Campaign
results
NO
YES
Subsequent
Campaign
Trigger
Execute subsequent ?
campaign based
thresholds set by trigger Enterprise Roles
then send email to target
list
Marketing Manager
Flow
Value Marketing Representative
Statement
Demo Scripts
Execute Campaign to Email Business Flow Value Statement

• Execute eMail Marketing Campaigns • Marketing Manager
• Budget Management • Marketers
• Create personalized eMail content • IT Departments
• Create and manage targeted lists for email • CEO/CIO
campaigns (Targeted selections, Import and • Call Center Manager
DeDuplication)
• Set triggers for automatic subsequent email
campaign execution

• Improve Campaign Efficiency / Marketing • OM, A–OM, Discoverer
ROI
• Reduced cost per contact / cost to
acquire
• Tight Budget Control
Execute Campaign to Email Demo Script

1. Prospect Import to Customer Acquisition

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Execute Campaign to Event Business Flow
MK7013 MK7122 MK7123 MK7124

Insight to Campaign Plan Define Create Execute Manage
Concept to Profitability Event Event Event Event
Deliverables Offer Registration
• Define Event: Products,
segment, schedule, • Create Collateral and • Communicate offer • Capture prospect /
location logistics, Deliverables for Event either email, direct, customer information
communications plan, telesales, web, etc. to to register attendees
required collateral, attract potential for the event
responsibilities and attendees to register
resources, metrics, offers. for an event
MK7014 MK7125 MK7126

Execute Analyze Pass Lead to Opportunity
Event Event Results Registrants/ Concept to Profitability
Attendees as Leads
KPI
• Manage and • Assess Event results • Pass registrants /

perform the activities attendees to Lead to
which roll out the Opportunity process
event.
Enterprise Roles
Flow
Value Marketing Manager
Statement
Demo Scripts Marketing Representative
Execute Campaign to Event Business Flow Value Statement

• Plan and execute marketing events • Marketing Manager
• Attract and track registrants and • Marketers
attendees via Web, Mail, Phone and • IT Departments
Direct Marketing
• Budget Management
• Response Management
• Analyse event results

• Improve campaign efficiency, Marketing • OM, A–OM, Discoverer
ROI
• Improved Budget Control / variance
• Improved event response and order rate
Execute Campaign to Event Demo Script

1. Marketing Online - Event Logistics Management

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Service Entitlement to Resolution Business Flow
Service Request to Entitlement
CS7040 yes CS7035

Identify Identify Maintain
Potential Solution? Knowledge
KPI Solution KPI Repository CS7047
•Update Knowledge Base Create
no with information on the Charge
successful solution
Order
CS7043 •Process Charges for
Escalate Service (if no entitlement)
•Apply charges
Service
KPI Request
•Escalate an open service
request to a supervisor or CS7044
a solution expert. Resolve
Service
KPI
Request
OF1079 •Apply the solution or
Issue perform the requested
Returned service
•Close the service request
Material Authorization
(CSR or CSM)
•issue an RMA to authorize a
customer request to return a
product Quote to Warranty/Extended Warranty
Service Request to Contract
Service Request to Intelligence
Service Request to Exchange Enterprise Roles

Flow
Statement
Customer Service Manager
Demo Scripts
Service Entitlement to Resolution Business Flow Value Statement

• Service request interaction history • Customer
• Service request knowledge management • Customer Service
• Track problem resolution and escalate • Technical Service
problems
• Consumer Complaints
• Initiate Return Material Authorizations
• Process charges for service

• Increase customer retention • Teleservice
• Reduce cost of service by increasing • Advanced Inbound
customer service productivity (Option)
• Improve customer satisfaction
• Increase revenue from service
Service Entitlement to Resolution Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Asset to Maintenance Plan Business Flow
AM7503 AM7506 AM7510 AM7504

Identify Manage Create Execute
Requirement to Asset Maintenance Weekly PM
Asset Planned
Strategy Meters PM Requirements
• Define • Define meters, • Generate list of • Execute weekly PM as
requirements and associate tasks, tasks based on required.
frequency of use set-up calendar and meter
suppression. readings
• Associate meters • Generate work
to activity orders for
scheduling based
on maintenance
policy
AM7511 AM7505 AM7512

Review Create Create Plan to Project Budget
Forecast to Plan
Unplanned PM Maintenance
Maintenance Plan to Schedule
Requirements Forecast Plan
• Work order created to • Create forecast • Create list of

authorize work or task planned work
for unplanned
definition orders
PM tasks • Constraints
(resources, tools,
items, equipment,
shutdown, tag-out,
etc) identified and
actioned
Enterprise
Roles
Maintenance Planner
Flow Maintenance Employee

Value
Statement
Demo Scripts
Asset to Maintenance Plan Business Flow Value Statement

• Creating a Preventive Maintenance • Maintenance Planner
Strategy • Maintenance Manager
• Maximizing Resource Availability • Maintenance Supervisor
• Optimizing Scheduling and Resource • Maintenance Employee
Efficiency • Inventory Planning
• Minimizing Rework Manager
• Ensuring Regulatory Compliance • Outside Vendor
• Increasing Workplace Safety • Quality Manager
• Improve Productivity • Oracle Enterprise Asset
• Improve Safety Management
• Increase Wrench Time • Oracle Human Resources
• Oracle Projects
• Reduce Capital
• Oracle Financials
• Decrease Surplus Stock
• Reduce Unit Costs
• Reduce Unplanned Downtime
Asset to Maintenance Plan Demo Script

1. Planned Maintenance Definition and Execution

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Requirement to Asset Business Flow
AM7500 YES
Determine Concept to Release
Capital Plan to Project Budget
Asset Project? AM7501
Requirements Assets to Depreciation
KPI Create
Asset
• Asset can be
production or plant NO
equipment, property, • Receive, create,
capital equipment, or Requisition to Receipt-Indirect and/or instantiate
capital program. Assets to Depreciation the asset, including
identification of
ownership and
costs.
AM7502 AM7503
Identify Identify
Asset to Maintenance Plan
Asset Maintenance
Attributes Strategy
• Add attributes and • Determine
associations such maintenance and
as Fixed Asset, spares strategy.
Production Asset, • Confirm resource
etc. levels, training
• Add asset to programs and
hierarchy budget
• Add attributes such management. Enterprise
as schedules, Roles
meters, etc. Product Manager
Facilities Manager
Employee
Maintenance Manager
Flow
Value Maintenance Supervisor
Statement
Demo Scripts
Requirement to Asset Business Flow Value Statement

 Optimizing Scheduling and Resource • Maintenance Employee
 Minimizing Rework Manager
• Oracle Projects
• Reduce Capital
 Reduce Unit Costs
 Reduce Unplanned Downtime
Requirement to Asset Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Maintenance Plan to Schedule Business Flow
Asset to Maintenance Plan

Signal to Replenishment
Assess to Progress
Strategic Staffing to Hire
Payroll to Payment
AM7513 AM7527 AM7515 AM7516

Determine Manage Schedule Create
Asset Work Request and Resource Maintenance
Availability Process Asset Schedule
• Review production • Create a work • Perform constraint • Schedule work
orders, property request, approve based scheduling, orders, identify
usage/hours, the work request, what-if analysis, dependencies,
shutdown/holidays and associate the and adjustment of and identify
etc. in order to work request to a variables resources (People/
determine asset work order. (overtime, contract Equipment/ Parts)
availability. labour, deferrals,
etc.)
Signal to Replenishment
Assess to Progress
Strategic Staffing to Hire
Payroll to Payment
Enterprise
Roles
Maintenance Planner
Flow
Value Maintenance Supervisor
Statement
Demo Scripts
Maintenance Plan to Schedule Business Flow Value Statement

• Oracle Projects
• Reduce Capital
Maintenance Plan to Schedule Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Schedule to Maintain Business Flow
Maintenance Plan to Schedule AM7517 AM7526 NO

AM7524
Assess to Progress Manage Issue Work
Manage
Schedule to Build Asset Maintenance Performed
Maintain to Improvement
Resources
KPI
Tasks Work Order Internally
• Review individual • Review availability

asset schedules of resources •Issue Maintenance YES Subcontract to Pay
and priorities. material work order
resources, and
parts
HR1318
Manage
Time and
Attendance
• Record actuals for
payroll connectivity.
AM7518 Maintenance Plan to Schedule

AM7520 Maintain to Improvement
Execute
Manage Maintenance Analysis to Project Closure
Asset
Records Assets to Depreciation
Tasks Time Collection to Payroll Processing
• Execute individual • Record the time taken,
daily work schedule materials used, meter
by department, readings, inspection
skill, employee. data, and project
performance.
AM7519
Enterprise
Manage Roles
Maintenance
Work Order Maintenance Employee
• Manage the operation and
Maintenance Manager
work order completions.
• Record time spent, meter
readings, inspection data Maintenance Planner
• Handover uncompleted tasks
Flow Maintenance Supervisor
Value
Statement Quality Manager
Demo Scripts
Schedule to Maintain Business Flow Value Statement

• Oracle Projects
• Reduce Capital
Schedule to Maintain Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Maintain to Improvement Business Flow
AM7523
AM7521 AM7522
AM7520 Develop
Review Review
Schedule to Maintain Manage Maintenance Enhanced Schedule to Maintain
Business Asset
Records Maintenance
Records Performance
KPI Strategy
• Record the time • Review the • Determine asset • Develop business
taken, materials production outputs, performance and process
used, meter sales results, history, RCM/Trend improvement
readings, service requests, analysis, predictive around areas such
inspection data, tenancy records, analysis, KPI’s, as PM tasks, stock
and project etc.. etc.. levels, training
performance. plans, etc..
Enterprise Roles
Director of Manufacturing
Maintenance Planner
Production Supervisor
Maintenance Manager
Financial Analyst
Inventory Control
Manager
Maintenance Supervisor
Flow Quality Manager

Value
Statement
Demo Scripts
Maintain to Improvement Business Flow Value Statement

• Oracle Projects
• Reduce Capital
Maintain to Improvement Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Subcontract to Pay Business Flow
Schedule to Maintain AM7525 AM7520

Schedule to Build Perform Collaborative Manage Maintenance Requisition to Receipt-Indirect
Assets to Depreciation Maintenance Records
• Use electronic • Record the time

notifications, taken, materials
online access to used, meter
Purchase Orders, readings,
Work Orders, and inspection data,
attachments. and project
• Perform asset performance.
data entry.
• Complete invoice
and payment
tracking.
Enterprise
External Roles Roles
Outside Vendor Maintenance Manager
Maintenance Planner
Maintenance Supervisor
Flow Quality Manager

Value
Statement
Demo Scripts
Subcontract to Pay Business Flow Value Statement

• Oracle Projects
• Reduce Capital
Subcontract to Pay Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Strategy to Change Business Flow
Influencing Factors Prepare the Changes
HR0221
HR0189 HR0249 HR0223
Define Identify
Develop Manage Optimize
Organizational Resources
Staffing Strategy External Events Organization
Competence Reqt
• (De) Mergers • Union • Jobs • Competence framework • see Hire to Retire Flow
• Acquisitions • Legislation • Positions •Requirements
• Layoffs • Market Forces • Reporting Relationships
• Policy Change • Organization Hierarchies
• Budget
• Periodic Review
Implement the Changes
HR1259 HR1232
Manage Recruit Manage
Organizational to hire Worker
Events Termination
• Deploy • See Recruit to hire • Terminate reason
• Promote flow • End Benefits
• See Employment
life cycle flow
Vision Corporation
HR Specialist HR Director
HR Administrator Employee
Flow
Value Line Manager
Statement
Demo Scripts
Strategy to Change Business Flow Value Statement

• Manages organizational structure change • HR and Payroll
• Ability to hold Multiple Organisational • Finance
structures past and present • Employees
• Drag and drop re-organisations • Line managers
• Graphical representation of Hierarchies
and Structures
• Change consistently across all
applications throughout the Organisation
• Used for all authorisation processes – Modules Licensed
iProcurement, iexpenses etc.
• Core HR + Self-service
Where is the ROI? • HR intelligence
• Single Administrative point for

Organisational structures across all e-HR
Applications – Lower cost of ownership
Strategy to Change Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Recruit to Hire Business Flow
Staffing Strategy Recruitment Campaign
HR0191 HR1248
HR1310 HR1221 HR1222
Determine Define
Administer Initial Job Publicize
Staffing Recruitment
HR Budgets Requisition Openings
Requirement Strategy
• Organizational Changes • Identify funding • Establish Vacancies • Website • Create Vacancies
• Leavers • Identify headcount •Create Jobs/positions • Job Boards • Assign Salary
• Plan Staffing • Assign competencies • Agencies • Assign Benefits
• Obtain Approvals • Adverts • Post Vacancies
• Job Fairs
Collect Applicant Management

Candidates
HR0195 HR0196 HR0198 Vision Corporation
HR0198 HR0197
Match Manage Enter and
Enter and Track Manage
Applicant to Applicant Track
Applicants Offer Process Applicant
Opening Assessments Applicants
• WEB applications • Background checks • Interviews • Applicant Status • Mass updates HR Specialist
• Prior Applicants • Skills and Competencies • Medicals • Letters • Retain on file
• Agency referrals • Qualifications • Psychometrics • Reminders • Reject
• Internal applicants • Identify Applicants • References • Letters HR Administrator
Line Manager
Offers and Contracts Place Workers Recruitment Analytics HR Director
Employee
HR1250
HR0197 HR1225 HR0192
Evaluate Payroll Clerk
Manage Offer Establish New Manage
Recruitment
Process Worker New Worker
Activity
Payroll Manager
• Offer letter • Measure effectiveness
• Acceptance • Terms and conditions • Employment
•x lifecycle
Flow • Document Generation
Value • 3rd party notifications
Statement
Demo Scripts
Recruit to Hire Business Flow Value Statement

• Development of staffing strategy through • HR/recruitment
Organisational and competency based
knowledge • External agencies
• Building a ‘Talent Pool’ • Line managers
• Identifying and Managing Applicants into
• Employees and applicants
Vacancies
• Integrated, workflow Management of the
Collaborative Community (Managers,
Resourcing Professionals & Candidates)

• Core HR & HRMSi & SS
•Low ratio Recruiters to Staff
• I-Recruitment
•Lower Agency and sourcing costs
•Better placement of new Staff (Lower attrition)
Recruit to Hire Demo Script

1. Recruit to Hire

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Hire to Retire Business Flow
Establish Workers Benefits
HR1225 HR1223 HR1271

HR1225 HR0253 HR1253
Capture Maintain Manage
Establish Deploy Record
Personal Employee Benefits
New Worker Workers Worker Data
Details Payroll Data Enrolment
• Employee Number •Addresses •Organisation • Taxation Legislation • Qualifications • Grant Benefits
• Security and Access •Phone numbers •Grade/Step • Social Legislation • Education • Payroll Adjustments
• Notifications •Contacts • Job/Position • Bank Details • Competencies • Benefit Providers
• Mandatory training •Dependants • Location • Payroll related data • Work Preferences • Flexible Choice
•Visa • Salary. • Pay employee
•Equal Opportunities
Change in Circumstances
HR0207 HR1311 HR1259 HR0249
Administer Manage Manage Manage
Life Event Employee Organisation External
Changes Performance Events Events
• Personal Information • Appraisal • Mergers • Government

• Professional Information • Assess Performance • Acquisitions • Unions Vision Corporation
• Life Events • Assess Competence • Layoffs • Taxation
• Payroll Changes • Training • Policy, Budget • Market Forces
HR Specialist
• Promotion
HR Administrator
Implement Employment Changes

Line Manager
HR0226 HR0204 HR1232

Manage Career Maintain HR Director
Manage Worker
Activities Benefits Plan Termination
Employee
• Change Details • Suspend
• Promote • Salary
• Terminate Payroll Clerk
• Transfer • Bonus
• Benefits • Retrieve Assets
• Grade Step • End Benefits
• Payroll Changes Payroll Manager
Flow • Taxation • Pay Employee
Value
Statement
Demo Scripts
Hire to Retire Business Flow Value Statement

• Employment lifecycle • HR and Payroll
• Transactional end to end employment • Employees
and life changes • Managers
• ‘Hire to Retire’ • Board members
• Corporate and Management Governance
(Information)
• HR Administrative Data
• e-HR - Single point of information
• Basis for Transformation Modules Licensed
• Core HR & Self Service
Where is the ROI?
•HR Admin : Staff Ratios 1:150
•Data Accuracy Strategic decisions
•Ease of Integration
Hire to Retire Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Compensate to Compete 1 of 2 Business Flow
Define Benefits Policy Enrol Employees
HR0203 HR1271 HR1233 HR0203 HR1271

HR1229
Define Manage Manage Work Maintain Manage
Price Job and
Benefits Benefits and Benefit Benefit
Pay Structures
Structure Enrolment Life Events Plan Enrolment
• Programs • Age • Notify Employee • Birth • Premiums • Standard Benefits
• Plans • Other Criteria • Set Dates • Marriage • Rates Or Flexible Benefits
• Options • Fast Formula • Divorces • Coverage • Change Choices
Rules • Death • Flexible Coverage • Benefits Service
• Length of Service Centre
• Self Service
Process Benefits
HR0209
HR1223 HR1321
Manage Maintain Employee Administer 3rd Party
Leaves and Payroll Data Vendor Relationships
Absences
• Absence control • Auto Deductions • Employees

• Paid Time-off & Earnings enrolled Vision Corporation
Accruals • Premiums
• Car Leases HR Specialist
• Others
HR Administrator
Compensation Administer Line Manager

Planning Compensation
HR0201 HR3241
HR Director
Perform Manage
Compensation Total Continued on Page 2 Employee
Planning Compensation
Payroll Clerk
• Salary bonus, • Mass Changes
allowances • Individual Changes
• Grade Structures • Calculation Factors Payroll Manager
• Min-Max Comp • Devolved
Rates Responsibility
• Budgets
Compensate to Compete (2 of 2) Business Flow
Commence Employment
Define Compensation Planning Administer Employment
HR1270 HR0201
HR1225 HR1321
Perform Perform
Return to Page 1 Establish New Administer 3rd Party
Compensation Compensation
Worker Vendor Relationships
Surveys Planning
• External survey • Benefits • Benefits Enrolment • Insurance providers
• HR Intelligence •Cars, Health • Salary/rate allocation •Stocks providers
• Market Positioning •Regular • Commission plan • Others
•Salary,Rates
•Irregular
•Bonus, stock
HR3241
Manage Total
Compensation
Compensation Events
• Payroll
HR0207 HR0204 • Bureau
Administer Maintain •Time sheets
Life Event Benefits
Changes Plan
• Life Events • Alter Benefits selections

• Salary/rate increments •Salary budget distribution Vision Corporation
• Bonus/stocks award •Bonus/stock allocation
HR Specialist
HR Administrator
Terminate Evaluate Benefits Policy Line Manager

Employment
HR1232
HR Director
HR0245
Manage Define
Worker HR Employee
Termination Policies
Payroll Clerk
• Finalize Benefits
• Final s alary
Payroll Manager
adjustments •Measure retention
Flow • Pay in lieu of notice
Value • Outstanding payments •Analyse recruitment effectiveness
Statement •Post termination •See separate flows
Demo Scripts payment
Compensate to Compete Business Flow Value Statement

• Total compensation process • Comp & Ben manager
• Definition and Management of any • Employee
‘Standard’ Benefits (Core HR)
• Manager
• Set up of Flexible Benefits (OAB)
• Enrolment and elections – Cafeteria style
• Self-Service Benefits
• Benefits Service Centre
• Linkage to and Management of Assets
• Integration Out of the Box Modules Licensed
• Benefits supplier extract facility • Core HR + Self-Service
• OAB
Where is the ROI?
•Reduce cost of Flex by 60%
•Reduce absence and attrition
•Greater value from Benefits
•Strategic purchasing of Benefits
Compensate to Compete Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Administer to Pay Business Flow
Capture Compensation Changes Capture Payroll Changes Collect Temporary Data
HR1223 HR0089 HR1223 HR0088
Maintain Manage Maintain Manage Employee HR2108 SL0789
Employee Payroll Compensation Employee Legislative Payroll Enter Calculate
Data Awards Payroll Data Data Time Commission
• Self Service • Self Service • New Starter •Country Specific • Self Service • Sales Plans
• Name, Address • Salary Awards • Indicative Data •Legislative Data • Clocks • Commission plans
• Bank Details • Bonus Distribution • Additional Earnings •Flags and Indicators • Timekeeper
• Benefit Elections • Stock Options • Additional Deductions •Rates and Bands • Bulk entry
•EDI
Retro Pay Process Payroll Payroll Bureau Process Tax Year

End
HR1224 HR1319 HR3234 HR1245
HR1319
Make Retro Perform Validate and Manage
Perform Payroll
Active Payroll Reconcile Quarter and Year
Calculation
Changes Calculation Payroll End Process
• Back Pay • On-Line • Catch errors • Third Party Payroll • EDI
•Compensation • Batch • Correct errors early • Check Results • Tax Codes
• Flexible Benefits • Continuous Calc. • Payments • Update Employee
• Net to Gross
• Legislative
Vision Corporation
Disburse Pay Post Costs
HR Specialist
HR1216 HR3234 HR3235 HR Administrator

HR1242 HR1240
Perform Validate and Perform
Manage Manage Wage Line Manager
on Demand Reconcile Payroll
Payment Distribution Attachments
Check Process Payroll Costing
Employee
• Pre Payments • On-line payslip • Charity Donations • Standard process
• Cheque • Statutory reports • Court Orders to Transfer to GL Payroll Clerk
• EFT • Payroll Summary
Flow • Cash • Reconciliation
Payroll Manager
Value •Audit Trails
Statement
Demo Scripts
Administer to Pay Business Flow Value Statement

•Accurate, on-time Payment of Workers
•Full Time, Part Time, Contractors, •HR department
Pensioners, Occasionals
•Payroll
•Flexible Rule-basis for any type of
Calculation •Employees
•Retropay, continuous calculation, net to •Line managers
gross, proration, advance pay
•Same centre of data with HR
•Insource or Outsource options
•Full statutory support
Modules Licensed
Where is the ROI? •Payroll
•Reduce Ratio of Admin: Worker •Time & Labour, HR, OAB,

Financials, Expenses
•Reduce peaks & troughs
•Enhance flow of data HR – Payroll
•Key integration with HR
Administer to Pay Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Assign to Schedule Business Flow
Project resource Management Assign people to work schedule
HR2102 HR2103 HR2105

PM5734 PM5752
Define Define and Manage Worker
Evaluate Commit
Time Entry maintain schedules Time Entry
Resource Resource
Parameters and shifts Parameters
• Team schedule •Notify Team Member • Compensation Plans •Shifts
• Competencies •Units • Eligibility •Work Patterns •Place person on Work
• Absence Types Schedule
• Accrual Rules
• Entitlements
Vision Corporation
Record Time Auto

HR Specialist
HR2108 Auto HR2108 HR2115
Enter Validate Adjust Time Approve HR Administrator
Time Requests Entered Time Entered
Line Manager
• Holiday • Leave Balance • Individual • Mass Approval
• Sick • Timekeeper
• Sabbatical • Checking Employee
• Project and task • Batch Data Entry
• Approve • Adjustments, Payroll Clerk
• Requests
Payroll Manager
Accounting
Process Time Process Costs/Charges

Auto PM5860
HR1318 HR1319 PM5857
HR3233 Generate
Manage Perform Process
Post to Financial
Time and Payroll Project
Payroll Transactions
Attendance Calculation Expenditures
PM5869
• Overtime Trend •Rostering •Gross up •Billing Flow
•Costs of Scheduled •Reconciliation events •Taxation •Costing Manage
Value
Unscheduled •Time Calculations •Payments •Utilisation Project Statement
absence •Update time balances Invoices
Demo Scripts
Assign to Schedule Business Flow Value Statement

•Single Self-service and entry and record of time for • HR and Payroll
the whole enterprise
• Project Managers
•Entry of Time for:
• Employees
•Financial Management
• Line Managers
•Client / Customer Billing
•Payment to Workers
•Expenses
•Time policies, work schedules & shifts
Modules Licensed
Where is the ROI? • Time & Labour
• Payroll, Projects,
•Better efficiency & customer satisfaction Financials,
•Decrease Admin to Staff ratio
•Accurate recovery of time
•Manager productivity (Authorisations)
Assign to Schedule Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Demand to Build – Discrete Business Flow
Master Scheduling Manufacturing Scheduling
PF0006 PF1153 PF1757 PF1154 PF1161 OP1164
Review Generate Manage Generate Release Schedule
Orders MPS Production MRP Production Shop
Plan Schedule Floor
•Total demand is brought together into a Master Plan *Manufacturing Scheduling • Analyze Shop Floor
•Plan details where product will be assigned gives graphical results * Run MRP Schedule
•Schedules will be forwarded to various facilities *Mobile Manufacturing
*Quick and accurate • Adjust Shop Floor
•Suppliers will receive PO’s with delivery schedule *Forms
*Review the entire manufacturing Schedule
*Scheduling Workbench
operation • Simulate Shop Floor
Plan
• Implement Revised Shop
Floor Plan
Manufacturing Execution
OP0679 OP0685 OP1210
Issue Work Issue Execute &
Outside
Order for Material to Record Operations
Manufacture Work Orders Operations Activity Req’d?
• The Plant Manager issues • Pick material and • Plant personnel manufacture/
Work Orders to shop floor issue to work order assemble, and record
for manufacture for assembly manufacturing operations
• Review constrained plan • Request Kanban replenishments
Outside Processing Manufacturing Execution

OP1949 OP1710
OP1167 OP1211 Enterprise Roles
Execute & Record Move Complete
Record Outside Production Demand Planner
Completions Completed
Operation Activity Assemblies to Stock Order
Planner
*Enter Quality Data • Plant personnel complete • Move completed Shop Floor Manager
*Change Capacity and record discrete job assemblies to stock *Import Quality Data
*Change Promise Date work orders. for future use *Approve Schedule Changes Inventory Control Manager
• Record lot, serial *Review changes in capacity
Flow information
Document Control Clerk
Value
Statement Quality Manager
Demo Scripts
Demand to Build – Discrete Business Flow Value Statement
Demand to Build – Discrete Demo Script

Demand to Build

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Production Planning - Discrete Business Flow
Forecasting and Demand Management
• The Planner defines • The Planner modifies • The Planner • The Planner releases • Consume forecast with • Review Mfg’s ability
forecast method by item the forecast as coordinates review & the forecast & sales orders. to meet forecast
and generates forecasts. required based on approval by communicates it to production
input from various appropriate parties. appropriate Company requirements thru
Company sources parties. use of RCCP
(Sales, Mfg., …) capabilities.
Production Planning Capacity Planning
• Revise MPS as • Run MRP to identify • Publish the MPS to • Calculate Resource • Review detailed
required to meet adequacy of the shop floor and Requirements for the resource utilization
Customer Order inventory, purchase purchasing entire production plan.
requirements. requirements. departments. plan. • Adjust resources and
production plan.
Vision Corporation
Demand Planner
Production Planner
Flow Material Manager

Value
Statement
Demo Scripts
Production Planning - Discrete Business Flow Value Statement
Production Planning - Discrete Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Requisition to Pay - Discrete Business Flow
Supplier Management Requisitions Purchase Orders Roles
Purchase Agent
Purchase Manager
• Enter and Manage • The buyer creates a
Supplier Information • Manage and review • Select Suppliers for purchase order for the
automatically or manually requisitions selected supplier.
created requisitions for Receiving Clerk
completeness, approvals,
etc.
Accounts Payable Clerk
Payables Manager
Approvals Receiving and Inspection
Requisitioner
Inventory Clerk
Inspector
• The purchase manager • Accept or reject materials • Receive materials from • If required, inspect
approves the purchase order. at the receiving dock. suppliers, either into material before moving to
• The purchase order is sent to inventory or into an inventory.
the supplier. inspection area.
Quality Management Inventory Management Supplier Invoices Accounts Payable
• The invoice is approved by the

• If Material fails • Manage the disposition of • Move the material to the • The AP clerk matches the invoice
payables manager.
inspection, impound impounded material. warehouse. against the PO and/or receipt.
• The payment is sent to the
material. • The invoice is approved for payment.
supplier.
Flow
Value
Statement
Demo Scripts
Requisition to Pay - Discrete Business Flow Value Statement
Requisition to Pay - Discrete Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Problem to Prevention Business Flow
Work Request/ Event generation Planning

AUTO Vision Corporation
AM7519 AM7510 AM7527 AM7512
Manage Create Manage Create Asset Owner
Maintenance Planned Work Maintenance
Work Order PM Request Process Plan Maintenance/Planning
Work Resource
• Location, Asset ID • Work Order Types, Owners, • Task level
• Owner Action/Activity Locations, BOMs, Standards, planning
• Current Work Alert Copies, Asset, Components • Dependent Steps Management
• Condition Based Alert • PMs
• Pre-plans AUTO = Workflow Managed
Scheduling Managing Schedules and Forecasts Update Schedules Close out
AM7514 AM7518 AM7519 AM0085

Determine Execute Iterative Manage Close
Material Asset Maintenace Work
Demand Tasks Work Order Order
• Components • Workbench • Time Entry, RCM • Work Complete

• PO details • Filters for Folders • Data
• Item status • Forecasted PMs • Meter Readings
• Location • Available Resources • Inspection Data/Notes
• Services & Rentals • WO Generation • Component/Position
• Receipt
Analyse Asset Performance
AM7515 AM7516 AM7517 OBM ID# AM7522

Schedule & Create Manage Asset Review
Resource Maintenance Asset History Asset
Asset Schedule Tasks Performance
• Individuals, Teams • Assigned Owner • Asset Schedule/Availability • Cost History • Design Capacity
• Crew, Craft & Skill • Capacity Performance • Work History • Actual performance
Flow Search/Selection • Work Impact on Production • Event Tracking • RCM Analysis
Value • Duration • Future Work • Movement Tracking • Predictive maintenance
Statement • Contractors • Budget Impact
Demo Scripts
Problem to Prevention Business Flow Value Statement
Problem to Prevention Demo Script

Org =
User =
Responsibility =
Supplier =
Contact =
 11i8
Item =
Property Creation to Lease Operation Business Flow
Lease Administration Space Management
RE2202 RE2214 RE2203 RE2226

Site Lease Site Assign
acquisition Abstraction Identification space
•Create properties •Create leases • Reports allow to • Empty office is

•Regions, locations •Locations, contacts, identify unoccupied assigned to an
•Land insurance, options, spaces employee
•Building rights, obligations…
Calculate Payments Generate Financial Accounting
RE2219 PR1022
FM1118 FM1940
Calculate Issue
Enter Generate
Landlord Supplier
Journals Internal Reports
payments Payments
•Prepare payments Transfer to AP •Accounting for •Validate employee cost
•Use lease events •Generate payment lease expenses allocation
•Planned payments and payments •Validate rent expense
can be rejected
Lease Administration
RE0087 RE2218 RE0084 Vision Corporation

Renew/Amend Calculate Generate
Lease lease new lease
Property Administrator
• Lease renewal •Amend lease • Amended lease Lease Administrator

Flow option must be •Change rent is automatically
Value •Change end
Statement exercised generated
date
Demo Scripts
Property Creation to Lease Operation Business Flow Value Statement
• Create properties (land, building, spaces…) • Employees

• Define properties (equipments, services…) • Cost centre managers
• Assign employee to an office • Accounts Payables clerks
• Define third parties role (landlord, tenant…) • Real estate Manager
• Create lease for a property • CFO
• Define lease milestones
• Generate payments at milestones
Where is the ROI?

Modules Licensed
• Improved cost monitoring • Property Manager
• Improve space management • Accounts Payables
• Reduction of admin workload • General Ledger
Property Creation to Lease Operation Demo Script
1. Asset to Property Lifecycle - Property Creation to Lease Operation

Org = Vision Operations
User = OPERATIONS
Responsibilities =
Property Manager, Vision Operations (USA)
General Ledger, Vision Operations (USA)
 11i8
Demand To Build - Process Business Flow
P/MPS P/MRP Production Execution
PF0006 PF1771 PF1757 PF1764 PF1763 OP1778
Review Generate Manage Generate Release Production Schedule
Orders MPS Production Plan MRP Schedule Shop Floor
•Total demand is brought together into a Master Plan *MRP Schedules will provide material call off
*Mobile Productiuon
•Plan details where product will be assigned as production batches
*Forms
•Schedules will be forwarded to various facilities *Quick and accurate
*Production Workbench
•Suppliers will receive PO’s with delivery schedule *Review the entire manufacturing operation
Operation Control Processes

OP1780 Enterprise Roles
OP1781
OP1776 OP1778 Record Record Demand Planner
Create Allocate Consumption Material
of Component Planner
Production Orders Material Production
Material
Shop Floor Manager
• Create and maintain • The process of allocating • Complete the Batch • Record the finished goods
production orders directly, via raw material and packaging Input form to declare produced on the Batch Inventory Control Manager
the MRP Action Messages or material to production (for the consumption of the Output or Partial
via conversion from a Firm the non automatically various materials, not Certification form.
Planned Order. allocated materials). Document Control Clerk
auto released or Assignment of a lot/sublot if
• Refer to Identify Shortages backflushed. relevant.
procedure. Quality Manager
• Report continuous flow
production with incremental
backflushing.
Quality Operation Control Processes

OP1834 PD1794 OP1835 MM1816 OP1785 OP1770
Create Quality Report Quality Maintain Quality Put Away Record Complete
Samples Results
Review
Results Material Resource Usage Production Order
• Create samples to be • Manage products • Enter results against • Return to the storage • If POC is used, • Certify and close a
tested by the Quality which have a sample and its area materials which record all resources production order.
Department. successfully passed specifications. have not been used used (machine + • Reference variance
the Quality tests and during the process. labor) during calculations to MAC (say
Flow report the test production. what the close
Value results. represents).
Statement
Demo Scripts
Demand To Build - Process Business Flow Value Statement
Where is the ROI?

Modules Licensed
Demand To Build - Process Demo Script
1. Demand to Build - Process Manufacturing

 11i8

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Oracle Business Flows

Plan Source Make Market Sell Support

Concept to Procure to Campaign Lead to

Forecast to Demand to Order to Contact to

Supply Chain CRM Back Office

Design to Release (Discrete)

Concept to Release Design

Concept to Release Proposal

Forecast to Plan with

Product Planning (Process) Manufacturing Execution

Procure to Pay Main Requisition to Pay (Process)

Requirement to Asset Subcontract to Pay

Asset to Maintenance Plan Maintain to Improvement

Insight to Campaign Plan Execute Campaign to Event

Execute Campaign to Email

Lead to Opportunity Click to Order Contract

Inbound Call to Service Request

Click to Resolution Usage to Cash

Author to Sign Service

Author to Sign Sales Contract

Assign to Schedule Recruit to Hire

Compensate to Compete Strategy to Change

Hire to Retire Administer to Pay

Train to Retain Learn to Develop

Plan to Project Execution to Billing:

Execution to Project Budget to Cost

Project Execution to Managing Expenditure

Assets to Disposal Budgets to Approval

Monthly Reporting / Accounting

Operations to Period Close Operations to Period Close

•Capture Lead • The process of

Convert Opportunity to Quote Configure Items Product Availability

Cross-sell and Up-sell Fulfillment Options Place Order

What does it cover? Who is affected?

Which demo scripts map to this flow?

Key Data Script Combinations

What Instance Can I use?

B2B or B2C Customer Login Add Items to Cart Submit Order

•Customer enters • Customer Enters

Confirm Order/Authorize Payment View Order

Web Shop Manager

Flow Email Agent

What does it cover? Who is affected?

Which demo scripts map to this flow?

Key Data Script Combinations

What Instance Can I use?

Analyze Data Create Compensation Plan Assign Quotas

Revise Compensation Plan Activate Plan Determine Compensation

What does it cover? Who is affected?

Where is the ROI?

Which demo scripts map to this flow?

Key Data Script Combinations

What Instance Can I use?

Contract Entitlement Service Charges

Analyze Contracts Renew / Change / Terminate

What does it cover? Who is affected?

• Improved Billing Accuracy

Which demo scripts map to this flow?

1. Service Contract - Renew and Consolidate Service Contracts

Key Data Script Combinations

Create Usage Define Usage and Usage Pricing Obtain Approval

• Set Up Counters and Events • Apply Approval Hierarchy

Invoice Perform / Verify Reading Bill Settlement

OF5882 CS0079 CS0080 OF1049