sizzle study project rollout sizzle study task force august 17th, 2005

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Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

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Page 1: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Sizzle Study Project RolloutSizzle Study Task Force

August 17th, 2005

Page 2: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Agenda Objectives for Sizzle Study Task Force What can we leverage to improve our demo efficiency

– Flow: Flower Builder & Viewer– Demo Data: Setup Wizard– UI Terms: Form Personalization, JTT, OAF, Sys Admin– Supporting Resources: iTech– Resources

Page 3: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

To improve the efficiency and effectiveness of doing demo

To maximize the result of demo To investigate how we can leverage Sizzle

– By understanding what Sizzle is– By defining what the requirements are to improve

the demo effectiveness– By mapping what Sizzle can offer and the

requirements– By trying out with a defined approach with actual

samples (FMS, CRM, SCM)– By rolling out to all SCs

Objectives for Sizzle Study Task Force

Page 4: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Agenda Objectives for Sizzle Study Task Force What can we leverage to improve our demo efficiency

– Flow: Flower Builder & Viewer– Demo Data: Setup Wizard– UI Terms: Form Personalization, JTT, OAF, Sys Admin– Supporting Resources: iTech– Resources

Page 5: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Agenda Objectives for Sizzle Study Task Force What can we leverage to improve our demo efficiency

– Flow: Flower Builder & Viewer– Demo Data: Setup Wizard– UI Terms: Form Personalization, JTT, OAF, Sys Admin– Supporting Resources: iTech– Resources

Page 6: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Enable us to present demo base on industry and customer flow

Organize different applications (Form and Html) into a single flow to cater to customer business requirements, without logon into different applications separately many times

Show the key industry successful references in the flow

Simple, guided and instant access to live Oracle Business Flows using live applications

Why Flow Builder and Viewer is necessary

Page 7: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Graphical interfaces Process

– The Sizzle Flow Builder enables you to build and publish

business flows on ADS instances.

– Once published, the flows can be shown by means of the Sizzle

Flow Viewer

Link to ADS instance

– These flows are clickable and each click can open an Oracle

Applications screen on a live ADS demo instance

Fully authenticated with user and responsibility

What can Flow Builder and Viewer do

Page 8: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

After log in ADS instance, we can see Sizzle Flow Builder hyperlink

How to Log in Flow Builder

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We can search an existing business flow through Search button

We can create a new business flow through Create New button

Using Flow Builder

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When Create a new business flow, we need to specify unique name, short description, product area, industry, language and number of boxes

When determine the number of boxes, initially we can enter a maximum of 8 steps. When building the flow we can use the insert feature to create up to 12 steps.

Using Flow Builder

Page 11: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

IN Repository show basic information

Using Flow Builder

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The Elements screen allows to insert, move, update or delete elements ( boxes, arrows, blanks).

In Workbench can create business process

Using Flow Builder

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There are four Call Types: Forms\Html\Static\No call

If you choose Forms or Html, Clicking on Find IDs link pops up the ‘Find ID’s’ window:

Using Flow Builder

Page 14: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

In this window we can paste the URL that contains the ID’s of our desired screen.

Using Flow Builder

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Using Copy Shortcut copy URL that our desired.

Using Flow Builder

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Copy ADS 11i10 Instance URL

Using Flow Builder

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Through different feature in Elements, we can create personalized business flow.

Using Flow Builder

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Open key values tab, we can see the key values for each box. Here is it possible to enter zero, one, two or three key values.

Using Flow Builder

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Open case studies tab, we can see the case studies that are associated with this flow.

Test the business flow click on Test button

Using Flow Builder

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Using Flow Builder

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Publish functionality allows to publish a flow on an ADS instance.

Using Flow Builder

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Using Flow Builder

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Log in ADS: LA0617

Choose Configure Instance

How to Log in Flow Viewer

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Choose Sizzle_Flow_Viewer to review result

Using Flow Viewer

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Using Flow Viewer

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Using Flow Viewer

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Using Flow Viewer

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Using Flow Viewer

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Using Flow Viewer

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Using Flow Viewer

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Using Flow Viewer

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Using Flow Viewer

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Case Name: Software Certification by China software Centre Case Background: 1.China Marketing have rule: All the software sold in china market must be required to get the Software Certification from China Software Centre. 2.China Software Centre officers don't have CRM business knowledge. Case Requirement: 1.Show all the EBS modules demo with key functions by a real instance. 2.Show all the relationship of modules and the business flow. 3.Chinese version

Customer Story

Page 34: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Case Disgn: Scope: CRM Part

Modules: OCO 、 OMO 、 OSO 、 Call Centre 、 Telesales 、 Istore 、 Isuport 、 Contact centre 、 Field serviceetc.

Tools: Sizzle flow builder/ viewer

Result:

Case 1:

Page 35: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Agenda Objectives for Sizzle Study Task Force What can we leverage to improve our demo efficiency

– Flow: Flower Builder & Viewer– Demo Data: Setup Wizard– UI Terms: Form Personalization, JTT, OAF, Sys Admin– Supporting Resources: iTech– Resources

Page 36: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

One workbench for all demo data change

– Change demo data quickly and conveniently

Localized names and descriptions

– Change demo languages

Repeatability, setup only once

– Import and export customized demo data

Search for changes

– List of all customized demo data

Keep the system Clean

– Restore original demo data

What does DSW do

Page 37: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

User name : ebusiness Password : welcome Responsibility : Sizzle Tools Memu : Demo Setup

Wizard

Demo setup Wizard is installed on ADS environment with the following parameters:

How to use Demo Setup Wizard

Page 38: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Change language: Select Chinese

Import and Export the setup demo data

List All the Wizard data incl. unchanged

Reset default Vision Data

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Select modules and data entities to modify

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Enter the changed data

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Look, the data changed

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You can export the setup data after changed.

Enter the export data file name

Page 43: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

You can download and save the export file to your local disc with ADS File Manager

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Right click the file and

“Save as……”

You can also upload the export file to other instance to change the demo data

Page 45: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Upload the export file

to the server

Upload the export file

to the server

Click “Transfer to Server”

Page 46: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Upload and save the export file to the Server under the path: /CUST_TOP/sql/(SQL PL*SQL Scripts)

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Enter your export data file name

Import the dataImport the data

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This is the report list all the setup data

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Please reset the default vision demo data after you finish your demo

Page 50: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

The Demo Wizard includes Operations/Vision Corp data

only

Not all the Operations/Vision Corp data are seed to the

Demo Wizard

Some data, you can only changed the description only

The demo wizard can list all the wizard data valuein

the Demo Wizard Data Listing Report. So this report is

too log to read.

Need to standardize file naming convention.

Limitations

Page 51: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Phase of Preparation– Understand what Vision data can be changed by using Demo

Setup Wizard Phase of Setup

– Select the right instance for setup– Change the language to ‘ZHS’– Make change to demo data, normally names and descriptions– Export the changes to a *.dmp file , and download to a local

drive.– Make screenshots or viewlets– ‘Reset Vision Default’ , to recover original Vision demo data

Phase of demo– Upload *.dmp file to the demo instance, before live demo is done– Process live demo– ‘Reset Vision Default’ after demo, to keep the instance clean

Guide for Use

Page 52: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Agenda Objectives for Sizzle Study Task Force What can we leverage to improve our demo efficiency

– Flow: Flower Builder & Viewer– Demo Data: Setup Wizard– UI Terms: Form Personalization, JTT, OAF, Sys Admin– Supporting Resources: iTech– Resources

Page 53: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005
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Use <Form Personalization> to change the labels of field and tab

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Use <Application Developer> responsibility to change the attributes

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Use <System Administrator> Responsibility to change the system profiles which enable OAF personalization

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Use <System Administrator> Responsibility to change the labels on TAB

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Agenda Objectives for Sizzle Study Task Force What can we leverage to improve our demo efficiency

– Flow: Flower Builder & Viewer– Demo Data: Setup Wizard– UI Terms: Form Personalization, JTT, OAF, Sys Admin– Supporting Resources: iTech– Resources

Page 80: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

POC Request

Solution Manager

POC Accepted?

Yes

No

Return to Requestor

Database/BI team

Application team

JAVA team

OCS team

Country Manager

iTech Engagement Model

Page 81: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005
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Objective: Build an enterprise-wide customer data hub for serving complete and clean customer information for Marine cargo, Air cargo, Financial, CRM systems

Project schedule : 3 months (2005/1 – 2005/4)

POC project scope :– Phase 1: CDH testing– Phase 2: Data synchronization testing

Competitor : Siebel (UCM)

Sinotrans POC Project Background

Page 83: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

When POC project is confirmed, we involved iTech by asking AM to book iTech resources

We made the schedule and assigned tasks to iTech (eg. Instance cloning)

Phase 1: CDH Testing

Page 84: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

When the object of this phase is confirmed, we involved iTech by asking AM to book iTech resources

We made the schedule and assigned tasks to iTech (eg. Coding work for data synchronization via InterConnect )

Phase 2: Data Synchronization Testing

Page 85: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Specify requirements clearly for iTech to avoid re-work

Key Learnings when working with iTech

Page 86: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

We will customize a .jsp and then deploy it onto the CDH instance

The logic for the custom .jsp as the diagram on the next slide

Scenario 1 – Customer creation

Page 87: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

CustomerCustomer NameSearch

Address

Phone

Customer A 101 Beijing

Customer B 102 Shanghai

Name Party_ID Address

Use Create

Party ID

Customer ACustomer Name

Address

Phone

Beijing

101Party ID

CustomerCustomer Name

Address

Phone

Party ID

Choose Customer A

Save

Scenario 1 – Customer creation

Page 88: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

Agenda Objectives for Sizzle Study Task Force What can we leverage to improve our demo efficiency

– Flow: Flower Builder & Viewer– Demo Data: Setup Wizard– UI Terms: Form Personalization, JTT, OAF, Sys Admin– Supporting Resources: iTech– Resources

Page 90: Sizzle Study Project Rollout Sizzle Study Task Force August 17th, 2005

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