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Oracle Trade Management - Power Integrations' Implementation Approach

Learn how Power Integrations leveraged Oracle Trade Management for efficient POS and sales processes in their business. Explore the evolution from the original to current state and roadmap for future enhancements. Gain insights into the lessons learned and the next steps in their journey.

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Oracle Trade Management - Power Integrations' Implementation Approach

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  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 Pivotal Integration Quoting 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 (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. 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. 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@powerint.com Jill Vickers jill.vickers@oacsi.com Joanne Nettleblad joanne.nettleblad@oacsi.com

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