mdm - oracle site hub 101

©2009 Rhapsody Technologies, Inc., All rights reserved.Bringing People, Processes and Technologies together 1

MDM - Site Hub 101 Session# CDM SIG Meeting

Mani Kumar Manda

Rhapsody Technologies, Inc.

OAUG Collaborate 2009, Orlando, Florida

Sunday, May 3, 2009


Learning Objectives• As a result of this presentation, you will

be able to learn:Challenges of Site/Location Data ManagementIndustries that need such a solutionFeatures and Functionality of Site HubA look at the Site Hub (via Screen Shots)


Speaker’s QualificationsMr. Manda had been working with Oracle Applications for

over a decade and has implemented Technology Solutions for clients in many industries.

Mr. Manda is also the founder and chair for Customer Data Management SIG

Mr. Manda is an active and frequent speaker of topics associated with Customer Data Management

Mani Kumar Manda is the President and Founder of Rhapsody Technologies, Inc., a consulting firm with specialization in implementing Customer Master/Customer Hub solutions.


About Rhapsody■ Founded in 1998■ A niche firm in implementing Customer Data Management solutions

both in Oracle eBusiness Suite and Oracle Customer Data Hub environments.

■ Offers Customer Data Quality Assessment Services■ Offers CDI Auditing/Evaluation Services■ Offers Onsite Seminars that include Customer Data Management,

Customer Data Hub, TCA, Implementation strategies, Customer DataModeling, etc.■ Provides half day and one day CDI awareness sessions for C level executives,

functional/departmental heads.■ Provides a week long training on ‘Functional fundamentals of Customer Data

Management’ covering topics such as challenges of customer data management,best practices, tasks that need to be considered, TCA and the features of the Oracle Customer Data Hub product.


About RhapsodyPartial list of our Customers

Some of Our Partners

ADP DoubleClick Motorola

Haworth Hologic KCI

Office Depot Overland Storage Hologic

Oracle Dun & Bradstreet

Trillium Deloitte Consulting

Hub Solution Designs Transitions II

Partial list of IndustriesRetail Advertising Manufacturing

High-Tech Healthcare Services


Who needs Site Hub?


Attributes, More Attributes and Lots of Attributes

Any business in any industry that need to keep track of lots of attributes for its sites (site being a building, equipment installation location, a store, etc.), and keep it accurate and make it available

when needed for analysis and site driven decision making, would need Site Hub.


In the absence of an application like Site Hub

• Site information is spread across multiple disparate applications

• Custom applications are used to maintain Site information such as Stores for example in Retail Sector

• Often lot of site information is maintained in excel documents

• Integration of Site information in a flexible manner across heterogeneous applications is a major challenge


Cost of Poor Quality Site/Location Data• Marketing

– Poor location data reduces the effectiveness of marketing campaigns with wastage of valuable resources in mailed catalogues, lost sales opportunities, etc.

• Sales– Poor location data results in reduced sales effectiveness due to misdirected sales

resources assignments• Service

– Poor location data results in reduced service personnel effectiveness due to misdirected personnel levels

• Finance– Duplicate records hide proper revenue recognition, inaccurate reserves for bad debt,

introduce credit and collection risk, etc.• Corporate Governance

– Higher risk exposure for executive management due to inaccuracies in location data• Location Planning

– Invalid location attributes results in increased resource usages leading to higher costs in Supply Chain management and reduced response times


Key Questions?

• Does your organization deal with lot of sites?• Do you need to keep track your customer, competitor, or

partner sites and their capabilities?• How do you currently track and manage your sites?• Is managing your real-estate portfolio a big concern?• Do you have a 360 ° view of all your sites?• Can you perform effective site-driven business processes

with your current applications?


Who needs Site Hub?

Customers in following industries• Utilities• Retail• Public Sector

– Federal, State, and Local– Postal Services– Transportation

• Financial – Banking• Transportation• Real Estate• Telecom• Etc.


Use Cases for Site Hub!


Utility Industry

1. Property is the Customer, Owner/Occupant is the payer• In regulated markets – some one has to pay the bill

• Owners change• Owner may not be the Occupant• Property is the Customer

• In deregulated markets• owning the utility pipe• Servicer, if not the Provider

2. Asset Management• Buildings

• Lease Management• Construction/Renovation Projects• Location Metrics – Size, Power, etc.

• Equipment such as Power Stations for example• Location related attributes• Capability


Retail Sector

1. Retail Site Management• Company Owned Outlets• Franchised Locations• Prospective Locations• Competitor Information• Growth & Retrenchment• M&A

2. Asset Management• Buildings

• Lease Management• Construction/Renovation Projects• Location Metrics – Size, Power, etc.

• Equipment• Plants


Public Sector – Local Government – Counties

1. Property Taxes – Property is the Customer, Owner/Occupant is the payer• Some one has to pay the taxes

• Usually Owners pay for Residential Properties• Often Tenants pay for Commercial Properties• Owner may not necessarily is the Occupant

2. Asset Management• Buildings• Equipment


What is Site Hub?


Oracle’s MDM Foot Print

AnalyticalMDM AppsOperational MDM Applications

Oracle eBusiness Suite

CD

H

Site

Hub

PIM

Siebel

UC

M

HyperionDRM

Fina

ncia

l Hub

Ana

lytic

al H

ub

CustomerCustomer

Supplier Sites/Locations Product COA COA

MDMDomains

MDMApps

BizApps


Site Hub

• Facilitates the mastering of Locations and their associated attributes

• Can be implemented as part of EBS or as a stand alone instance– Embedded Site Hub in EBS requires the Site Hub to be at R12.1

• Is the first product from a major software vendor such as Oracle addressing the Mastering of Locations

• Part of an MDM suite of applications


Using Site Hub

• Maintain single unified view of the Site at one central location• Capture unlimited number of business specific attributes through

extensible attribute functionality• Create and Maintain Sites efficiently• Easily import or export the location data through Excel Import/Export

functionality• Integrate location data between Site Hub and other corporate

applications easily through built in Business Events and APIs/Web Service functionality

• Integrate with Google Maps in real-time• GeoCode locations with Google maps integration• etc.


Business Value

• Enhance Operational Efficiency– Streamline Store/Branch/Site Operations– Support Site Consolidation Efforts– Identify post-merger synergies

• Improve Decision Making– Increase speed of site opening, closure and remodeling– Overcome rapidly changing market pressure

• Increase IT Agility– Reduce integration costs– Reduce cost of site-lifecycle management– Serve as an M&A IT platform


The basics of Site Hub


Key Entities

• Sites• Location• Trade Areas• Clusters


Site• Site is defined as a place of business interest• Sites have

– Spatial and Geographic location attributes– Associated with legal and physical entities– Can include groupings and hierarchies

• Can define unlimited number of attributes at Site level• Examples

– Current Stores – Owned and Franchise– Potential sites for Stores– Customer Locations– Supplier Locations– Competitor Locations– Buildings– Malls– Distribution Centers– Warehouses– Structures tied to a location – Bridges for example– etc.


Location

• A physical address in a geographical space• Tied to the Site• Can define unlimited number of attributes at location level


Trade Area

• Create Trade Regions (or Areas) around Sites• Can be used for Site selection screening and market analysis• Associate attributes to Trade Areas

– Demographic– Psychographic

• Site Visualization– Visual comparison of trade areas and competitor sites in Google Maps

• A trade area group can be associated with multiple sites and a Site can have multiple trade area groups

• Define up to 5 trade area groups for each site• Can define unlimited number of attributes at Trade Area level


Clusters

• Sites that are grouped by a common attribute• Facilitates the operational grouping of Sites


Site Hub ERD

Site Group MembersRRS_SITE_GROUP_MEMBERS

SitesRRS_SITES_B

LocationsHZ_LOCATIONS

Lcoation Trade Area GroupsRRS_LOC_TRADE_AREA_GRPS

Party RelationshipHZ_RELATIOINSHIPS

PartyHZ_PARTIES

HZ_ORGANIZATION_PROFILESHZ_PERSON_PROFILES

Party SiteHZ_PARTY_SITES

Party Site UseHZ_PARTY_SITE_USES

Party Relationship Type

Contact PointsHZ_CONTACT_POINTS

Trade Area GroupsRRS_TRADE_AREA_GROUPS_B

Trade AreasRRS_TRADE_AREAS

Site Group VersionsRRS_SITE_GROUP_VERSIONS

Site GroupsRRS_SITE_GROUPS_B

Group Trade AreasRRS_GROUP_TRADE_AREAS

Site UsesRRS_SITE_USES


Site Hub is accessed• By Administrators

– Using “Site Hub Administrator” responsibility– Used to configure

• Business specific attributes through extensible attribute functionality• Mapping preferences• Value Sets• Search Criteria and Result Formats• Import Formats• Simple and Advanced Search parameters• Integrate third party system data• Generate database views for business specific attributes

• By Users– Using “Site Management User” responsibility– Used to view, create and manage Sites

• View current site activity and notifications from Home tab• From Site tab, one can search, view, create, and update site information• Also Import or export Site information through excel interface• View Site information such as Clusters, Hierarchies, view in real time with positioning of site

information on Google maps


Key features of Site Hub


Key features in R12.1

• Site Search• Extensible Attributes• Hierarchies & Clusters• Trade Area Groups• Google Map Integration• Site Comparisons• TCA Architecture• Contacts• Excel Import-Export

• Web Services• TCA Relations & Parties• Site Attachments• Site Associations

– Property Manager– Asset Management– Inventory Management

• Business Events Support• Templates for easier Site

Creation


Site Hub is integrated with

• Oracle Inventory

– Site Hub enables you to create and maintain Oracle Inventory organizations associated with sites.

• Oracle Property Manager

– You can access Oracle Property Manager directly from Site Hub to manage property locations and leases associated with sites.

• Oracle Enterprise Asset Management

– Enterprise Asset Management enables maintenance of an organization's sites assets such as machines, fixtures, and anything requiring maintenance.

• Oracle Trading Community Architecture (TCA)

– Trading Community Architecture enables Site Hub to store party relationships, and capture contact attributes associated with the site. This includes TCA entities such as parties, party sites, party relationships, and contacts.


Configuring Site Hub


Site Hub Setup Steps


Configuration of Site Hub

• Lookups– RRS_BRAND_NAME– PARTY_SITE_USE_CODE

• Profile Options– CSF: Google Map Key– RRS: Google Map Client ID– RRS: Trade Area Group Map Layout Type


A look at the Site Hub

Screen Shots


Q U E S T I O N SQ U E S T I O N SA N S W E R SA N S W E R S


Can be reached at: Mani Kumar MandaRhapsody Technologies, Inc.1700 Park Street, Suite 205Naperville IL 60563

Phone: 630-717-1809Email: [email protected]

Latest Versions can be obtained from:http://www.rhaptech.com/resources.html

AQ&Q U E S T I O N SQ U E S T I O N SA N S W E R SA N S W E R SQ&Q U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S

Special Interest Groups:http://cdmsig.oaug.orghttp://groups.yahoo.com/group/cdmsighttp://groups.yahoo.com/group/ucmsighttp://groups.yahoo.com/group/cdi-mdm-jobs

Session# 2666

mdm - oracle site hub 101

Technology

customer data modeling

customer data management

site hub site information

mdm site hub

sites site

functionality of site

site driven decision

lots of attributes