Oracle Trade Management - Power Integrations' Implementation Approach

1
Oracle Trade Management - Power Integrations'
Implementation Approach

• Clark Stockard Power Integrations
• Joanne Nettleblad OAC Services, Inc
• Jill Vickers OAC Services, Inc

2
Agenda

• Background
• Business Drivers
• Original State
• Current State
• Road Map
• Lessons Learned
• Q A

3
Background

• Who is Power Integrations?
• Founded in 1988
• Corporate Headquarters located in San Jose
• Leading supplier of high-voltage analog
  integrated circuits (ICs) used in power
  conversion
• ICs enable compact, lightweight power supplies
• Simpler to design and manufacture
• More reliable
• More energy-efficient than those made with
  competing technologies
• Products used in both consumer and industrial
  electronics
• Computers
• DVD players
• TV set-top boxes
• Telecom networking equipment
• Cell Phone Chargers

4
Business Drivers

• Non-scalable POS system
• Tremendous growth of Ship Debit credit memo
  processing due to increase in distribution
  channel
• SOx Compliance - Remove CRM from scope
• Need for auditable, secure flexible quoting
  approval hierarchies
• Consolidation of three customer master databases
• No impact to sales team and sales process

5
Original State
6
Current State
7
Road Map - Planned
Cost Accounting (Basic)
Support Functional Enhancements
Self Service HR
HR (Replace HRV)
FIN 2
AR
Trade Management (POS - Inside Sales)
FIN 1
OM 2
OM 1
PO
ICM
Trade Management ( Finance)
XML Publisher
Quoting
Pivotal Integration
Partner Management
Incentive Comp
Phase 1
Phase 2
Phase 3
8
Road Map - Completed

• 11i Technical Upgrade (1A)
• Upgraded as-is
• Enhancements (1B)
• HR Vantage Replacement
• XML Publisher
• ICM
• OM PO Enhancements
• Self Service Human Resources (2)
• Manager and Employee SSHR
• Absence Tracking
• Payroll Feeds
• Alerts Reports

9
Road Map Completed (cont)

• Trade Management(2)
• Pivotal Integration
• Oracle HTML Quoting with multi-tier approval
  hierarchy
• Trading Community Architecture (TCA)
• Point of Sale (POS)
• Distributor Quotes create Ship Debit
  Authorization in Trade Management
• Retirement of Legacy Access database for POS
  reporting

10
Road Map Completed (cont)

• CRM Foundation
• Resource Manager
• Sales Groups
• Territory Manager
• Data Warehouse
• CRM, POS, BBB combined reporting
• Master data sets used for reporting

11
Road Map Next Steps

• Trade Management
• Automated Revenue Recognition
• Automated COGS Recognition
• Claims Processing
• Disti inventory management
• Incentive Compensation
• External Reps
• Internal Reps
• Commission Splits

12
Lessons Learned

• Design Challenges
• Multi-Org
• Quoting
• Trade Management
• Incentive Comp
• Resource Setup
• Resource Types
• External Resources
• Effective Dates

13
Lessons Learned

• Design Challenges continued
• Territory Manager versus Sales Credit Allocation
• Receivables Setup
• Parties, Customers, End Customers
• System of Record

14
Q A
Questions?
15
Contacts

• Clark Stockard
• clark.stockard_at_powerint.com
• Jill Vickers
• jill.vickers_at_oacsi.com
• Joanne Nettleblad
• joanne.nettleblad_at_oacsi.com