Download presentation
Presentation is loading. Please wait.
Published byJocelyn Hall Modified over 9 years ago
1
Oracle Trade Management - Power Integrations' Implementation Approach Clark Stockard – Power Integrations Joanne Nettleblad – OAC Services, Inc Jill Vickers – OAC Services, Inc
2
2 Agenda ●Background ●Business Drivers ●Original State ●Current State ●Road Map ●Lessons Learned ●Q & A
3
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
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
5 Original State
6
6 Current State
7
7 Road Map - Planned Trade Management (POS - Inside Sales) Cost Accounting (Basic) AR OM 1 Partner Management Support & Functional Enhancements Incentive Comp Phase 1Phase 2Phase 3 HR (Replace HRV) Quoting Pivotal Integration OM 2 ICM Self Service HR FIN 2 PO XML Publisher FIN 1 Trade Management ( Finance)
8
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
9 Road Map – Completed (con’t) ●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
10 Road Map – Completed (con’t) ●CRM Foundation Resource Manager Sales Groups Territory Manager ●Data Warehouse CRM, POS, BBB combined reporting Master data sets used for reporting
11
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
12 Lessons Learned ●Design Challenges –Multi-Org Quoting Trade Management Incentive Comp –Resource Setup Resource Types External Resources Effective Dates
13
13 Lessons Learned ●Design Challenges continued –Territory Manager versus Sales Credit Allocation –Receivables Setup –Parties, Customers, End Customers –System of Record
14
14 Q & A
15
15 Contacts Clark Stockard clark.stockard@powerint.com Jill Vickers jill.vickers@oacsi.com Joanne Nettleblad joanne.nettleblad@oacsi.com
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.