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Understanding Your Customer with the eBusiness Center Scott Fitzgerald Protégé Software Services, Inc. About the Presenter. Scott has seven years of Apps experience as a business analyst and developer. Several implementations in US and Europe. From 10.6 character to 11.5.7 (11i)

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  1. Understanding Your Customer with the eBusiness CenterScott FitzgeraldProtégé Software Services, Inc.

  2. About the Presenter • Scott has seven years of Apps experience as a business analyst and developer. • Several implementations in US and Europe. From 10.6 character to 11.5.7 (11i) • Most recent implementation included 11i Contact Center and eBusiness Center About the Company Protégé is an Oracle Partner providing Apps technical consulting services. We provide implementation, upgrade and customization services. Locations in Boston and Atlanta.

  3. Presentation Outline • Overview of eBusiness Center • Detailed look at Dashboard functionality • eBusiness Integration with Task Manager and Universal Work Queue • (see paper on website: www.protege.com) • Questions and Answers

  4. Figure 0.1 Universal Work Queue

  5. Figure 0.2 Scenario - UWQ Navigation to eBC Task Tab

  6. Figure 0.3 Scenario - eBC Navigation to Task Manager. Complete Task.

  7. Figure 1.1 eBusiness Center

  8. Figure 1.1 eBusiness Center

  9. Figure1.2 eBC Headers: Organization, Party & Party Relationship

  10. Figure 1.2 (cont)

  11. Figure 1.1 eBusiness Center

  12. Figure 1.1 eBusiness Center

  13. Figure 1.1 eBusiness Center

  14. Figure 1.6 Collections Tab

  15. Figure 1.7 Notes Tab

  16. Figure 2.1 eBC Dashboard

  17. Figure 2.1 eBC Dashboard- Profile Checks

  18. Figure 2.1 eBC Dashboard- Categories

  19. Figure 2.1 eBC Dashboard- Dashboard Group

  20. Figure 2.3 Dashboard View by Organization Party

  21. Figure 2.4 Dashboard View by Person Party

  22. Figure 2.5 Party Relationships

  23. Figure 2.6 Toggling between Party Relationships

  24. Figure 2.7 Dashboard Drilldown Details

  25. Figure 2.8 Navigation from Drilldown Details to Source Application

  26. Figure 2.9 SQL Setup for a Profile Variable.

  27. Figure 2.10 SQL Setup Referencing a Custom View

  28. Figure 2.11 Assigning Source Application to a Profile Variable

  29. Figure 2.12 Dashboard by Responsibility- Example 1

  30. Figure 2.13 Dashboard by Responsibilty- Example 2

  31. Conclusion: • Reviewed general functionality of eBusiness Center and its design • Described Dashboard features, use and configuration

  32. Questions? • Contact Information Email: sfitzgerald@protege.com csajda@protege.com Phone: 978-720-6380

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