presentation: "put your erp data to work! salesforce best practices for erp integration...
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TRANSCRIPT
Betty Watson
Agenda
About Harmonic
Challenges and Opportunities
Solutions Implemented
Results & What We Learned
About Harmonic
Leading global provider of
versatile, high performance
video delivery solutions
Headquartered in
Sunnyvale, CA
(NASDAQ: HLIT)
~$400M revenue run rate
650 employees worldwide
111
MonthlyMonthly ForecastingForecasting - - Current ProcessCurrent Process
W Days
Sales Product Marketing Operations
CEO Staff
PMs, SLS, Ops Meet
5-8 2-3 5-9 61 3 10
1st P
ass
Sum
mary
Appro
val
Sale
s FC
ST
by P
roduct
1st P
ass
Sum
mary
Fin
al
Fin
al B
uild
Pla
n
Sum
mary
Appro
val
First MRP run from
new Ops Plan upload3 days
Planning creates
an Operations Plan
=> MktingForecast
Run reports and programs to
manipulate data
2 days
Complete CSD & BAN Plans
2 days
Planners review BAN & CS Ops Response
Prep, Analyze,adjust.1.5 day
Review with Dir. SCM, Mfg, then make adjustment
1/4 day
Purch./ planning begin working MRP
requests
Executive review & approval of the Operations Plan
1 day
The approved Plan is distributed
by Planning 1 day
Planning reviews
MRP makes adj. to Purch.
Mfg
Our Environment:Our Environment:Sales/Marketing Forecasting ProcessSales/Marketing Forecasting Process
Our Solutions
Salesforce.com (250 seats)– Sales and marketing
– Service and support
Oracle EBS– ERP
BigMachines– Quote and configure
Right90– Product forecast
Business Need for Integration
Need to entice Sales
with Orders & Cases
information
Need to integrate
Customer, Product,
and Order information
Business Need for Integration
Need to Manage
Pricing/Discount
Need to Forecast at
Product Detail Level
Need to Turn Quotes
into Orders & Close
Opportunities
Business Need for Integration
Need Asset Information
bi-directional
Need Entitlement Info
Need Engineering Bug
Tracking Information
Need to Send Repair
Data to Quality DB
Oracle to SFDC
Oracle to BMI to Oracle
Oracle to Right90
Oracle to SFDC to Oracle
SFDC to Legacy Apps
Integration Solution Chosen: Cast Iron
Project Milestones and Timeline
Q1 Q2 Q3 Q42008
07/08
10,11/08
10,11/08
01/09
Phase I:
Phase II:
Phase III:
Phase IV:
Sales & Marketing
99.9%
90%
Quote/Configurator
90%
Forecasting
45%
SupportForce
Lessons Learned
It Works!
Know your Data; Let the Data Drive the Process
Get the Best Resource Possible
Thank You!