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Oracle Trade Management - Power Integrations' Implementation Approach Clark Stockard – Power Integrations Joanne Nettleblad – OAC Services, Inc Jill Vickers.

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Presentation on theme: "Oracle Trade Management - Power Integrations' Implementation Approach Clark Stockard – Power Integrations Joanne Nettleblad – OAC Services, Inc Jill Vickers."— Presentation transcript:

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


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