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Oracle Trade Management - Power Integrations' Implementation Approach

Oracle Trade Management - Power Integrations' Implementation Approach. Clark Stockard – Power Integrations Joanne Nettleblad – OAC Services, Inc Jill Vickers – OAC Services, Inc. Agenda. Background Business Drivers Original State Current State Road Map Lessons Learned Q & A. Background.

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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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