Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Agenda  Objectives for Sizzle Study Task Force  What can we leverage to improve our demo efficiency – Flow: Flower Builder & Viewer – Demo Data: Setup Wizard – UI Terms: Form Personalization, JTT, OAF, Sys Admin – Supporting Resources: iTech – Resources

 To improve the efficiency and effectiveness of doing demo  To maximize the result of demo  To investigate how we can leverage Sizzle – By understanding what Sizzle is – By defining what the requirements are to improve the demo effectiveness – By mapping what Sizzle can offer and the requirements – By trying out with a defined approach with actual samples (FMS, CRM, SCM) – By rolling out to all SCs Objectives for Sizzle Study Task Force

Agenda  Objectives for Sizzle Study Task Force  What can we leverage to improve our demo efficiency – Flow: Flower Builder & Viewer – Demo Data: Setup Wizard – UI Terms: Form Personalization, JTT, OAF, Sys Admin – Supporting Resources: iTech – Resources

Agenda  Objectives for Sizzle Study Task Force  What can we leverage to improve our demo efficiency – Flow: Flower Builder & Viewer – Demo Data: Setup Wizard – UI Terms: Form Personalization, JTT, OAF, Sys Admin – Supporting Resources: iTech – Resources

 Enable us to present demo base on industry and customer flow  Organize different applications (Form and Html) into a single flow to cater to customer business requirements, without logon into different applications separately many times  Show the key industry successful references in the flow Simple, guided and instant access to live Oracle Business Flows using live applications Why Flow Builder and Viewer is necessary

 Graphical interfaces Process – The Sizzle Flow Builder enables you to build and publish business flows on ADS instances. – Once published, the flows can be shown by means of the Sizzle Flow Viewer  Link to ADS instance – These flows are clickable and each click can open an Oracle Applications screen on a live ADS demo instance  Fully authenticated with user and responsibility What can Flow Builder and Viewer do

After log in ADS instance, we can see Sizzle Flow Builder hyperlink How to Log in Flow Builder

We can search an existing business flow through Search button We can create a new business flow through Create New button Using Flow Builder

When Create a new business flow, we need to specify unique name, short description, product area, industry, language and number of boxes When determine the number of boxes, initially we can enter a maximum of 8 steps. When building the flow we can use the insert feature to create up to 12 steps. Using Flow Builder

IN Repository show basic information Using Flow Builder

The Elements screen allows to insert, move, update or delete elements ( boxes, arrows, blanks). In Workbench can create business process Using Flow Builder

There are four Call Types: Forms\Html\Static\No call If you choose Forms or Html, Clicking on Find IDs link pops up the ‘ Find ID ’ s ’ window: Using Flow Builder

In this window we can paste the URL that contains the ID ’ s of our desired screen. Using Flow Builder

Using Copy Shortcut copy URL that our desired. Using Flow Builder

Copy ADS 11i10 Instance URL Using Flow Builder

Through different feature in Elements, we can create personalized business flow. Using Flow Builder

Open key values tab, we can see the key values for each box. Here is it possible to enter zero, one, two or three key values. Using Flow Builder

Open case studies tab, we can see the case studies that are associated with this flow. Test the business flow click on Test button Using Flow Builder

Publish functionality allows to publish a flow on an ADS instance. Using Flow Builder

Log in ADS: LA0617 Choose Configure Instance How to Log in Flow Viewer

Choose Sizzle_Flow_Viewer to review result Using Flow Viewer

Case Name: Software Certification by China software Centre Case Background: 1.China Marketing have rule: All the software sold in china market must be required to get the Software Certification from China Software Centre. 2.China Software Centre officers don't have CRM business knowledge. Case Requirement: 1.Show all the EBS modules demo with key functions by a real instance. 2.Show all the relationship of modules and the business flow. 3.Chinese version Customer Story

Case Disgn: Scope: CRM Part Modules: OCO 、 OMO 、 OSO 、 Call Centre 、 Telesales 、 Istore 、 Isuport 、 Contact centre 、 Field serviceetc. Tools: Sizzle flow builder/ viewer Result: Case 1:

Agenda  Objectives for Sizzle Study Task Force  What can we leverage to improve our demo efficiency – Flow: Flower Builder & Viewer – Demo Data: Setup Wizard – UI Terms: Form Personalization, JTT, OAF, Sys Admin – Supporting Resources: iTech – Resources

 One workbench for all demo data change – Change demo data quickly and conveniently  Localized names and descriptions – Change demo languages  Repeatability, setup only once – Import and export customized demo data  Search for changes – List of all customized demo data  Keep the system Clean – Restore original demo data What does DSW do

 User name ： ebusiness  Password ： welcome  Responsibility ： Sizzle Tools  Memu ： Demo Setup Wizard Demo setup Wizard is installed on ADS environment with the following parameters: How to use Demo Setup Wizard

Change language: Select Chinese Import and Export the setup demo data List All the Wizard data incl. unchanged Reset default Vision Data

Select modules and data entities to modify

Enter the changed data

Look, the data changed

You can export the setup data after changed.  Enter the export data file name

You can download and save the export file to your local disc with ADS File Manager

Right click the file and “Save as……” You can also upload the export file to other instance to change the demo data

Upload the export file to the server Upload the export file to the server Click “Transfer to Server”

Upload and save the export file to the Server under the path: /CUST_TOP/sql/(SQL PL*SQL Scripts)

Enter your export data file name Import the data

This is the report list all the setup data

Please reset the default vision demo data after you finish your demo

 The Demo Wizard includes Operations/Vision Corp data only  Not all the Operations/Vision Corp data are seed to the Demo Wizard  Some data, you can only changed the description only  The demo wizard can list all the wizard data valuein the Demo Wizard Data Listing Report. So this report is too log to read.  Need to standardize file naming convention. Limitations

 Phase of Preparation – Understand what Vision data can be changed by using Demo Setup Wizard  Phase of Setup – Select the right instance for setup – Change the language to ‘ ZHS ’ – Make change to demo data, normally names and descriptions – Export the changes to a *.dmp file ， and download to a local drive. – Make screenshots or viewlets – ‘ Reset Vision Default ’ ， to recover original Vision demo data  Phase of demo – Upload *.dmp file to the demo instance, before live demo is done – Process live demo – ‘ Reset Vision Default ’ after demo, to keep the instance clean Guide for Use

Agenda  Objectives for Sizzle Study Task Force  What can we leverage to improve our demo efficiency – Flow: Flower Builder & Viewer – Demo Data: Setup Wizard – UI Terms: Form Personalization, JTT, OAF, Sys Admin – Supporting Resources: iTech – Resources

Use to change the labels of field and tab

Use responsibility to change the attributes

Use Responsibility to change the system profiles which enable OAF personalization

Use Responsibility to change the labels on TAB

Agenda  Objectives for Sizzle Study Task Force  What can we leverage to improve our demo efficiency – Flow: Flower Builder & Viewer – Demo Data: Setup Wizard – UI Terms: Form Personalization, JTT, OAF, Sys Admin – Supporting Resources: iTech – Resources

POC Request Solution Manager POC Accepted ? Yes No Return to Requestor Database/BI team Application team JAVA team OCS team Country Manager iTech Engagement Model

 Objective: Build an enterprise-wide customer data hub for serving complete and clean customer information for Marine cargo, Air cargo, Financial, CRM systems  Project schedule ： 3 months (2005/1 – 2005/4)  POC project scope ： – Phase 1: CDH testing – Phase 2: Data synchronization testing  Competitor ： Siebel (UCM) Sinotrans POC Project Background

 When POC project is confirmed, we involved iTech by asking AM to book iTech resources  We made the schedule and assigned tasks to iTech (eg. Instance cloning) Phase 1: CDH Testing

 When the object of this phase is confirmed, we involved iTech by asking AM to book iTech resources  We made the schedule and assigned tasks to iTech (eg. Coding work for data synchronization via InterConnect ) Phase 2: Data Synchronization Testing

 Specify requirements clearly for iTech to avoid re-work Key Learnings when working with iTech

 We will customize a.jsp and then deploy it onto the CDH instance  The logic for the custom.jsp as the diagram on the next slide Scenario 1 – Customer creation

Customer Customer Name Search Address Phone Customer A 101 Beijing Customer B 102 Shanghai NameParty_IDAddress UseCreate Party ID Customer A Customer Name Address Phone Beijing 101 Party ID Customer Customer Name Address Phone Party ID Choose Customer A Save Scenario 1 – Customer creation

Agenda  Objectives for Sizzle Study Task Force  What can we leverage to improve our demo efficiency – Flow: Flower Builder & Viewer – Demo Data: Setup Wizard – UI Terms: Form Personalization, JTT, OAF, Sys Admin – Supporting Resources: iTech – Resources

 Sizzle Website tml  Sizzle Study Task Force Shared Folder Go to OFO at: Select “ all folders ” Search for “ Sizzle Study Task Force ” Click on the “ Sizzle Study Task Force ” hyperlink Resources

A Q &