Oracle has recently launced a new MDM hub for tackling the Site domain. Many organizations in industries such as Retail, Utilities, Financials, etc., have a huge problem to manage site information in their business context and all of the information (lots of attributes) that they need to manage at these site levels. Oracle addresses this need through the launching of their Site Hub product This presentation talks about few of the use cases for SIte Hub and discusses the features of the Site Hub product.

1. MDM - Site Hub 101
Session# CDM SIG Meeting
Mani Kumar Manda
Rhapsody Technologies, Inc.
OAUG Collaborate 2009, Orlando, Florida
Sunday, May 3, 2009
©2009 Rhapsody Technologies, Inc., All rights reserved.
1
Bringing People, Processes and Technologies together

2. Learning Objectives
• As a result of this presentation, you will
be able to learn:
Challenges of Site/Location Data Management
Industries that need such a solution
Features and Functionality of Site Hub
A look at the Site Hub (via Screen Shots)
©2009 Rhapsody Technologies, Inc., All rights reserved.
2
Bringing People, Processes and Technologies together

3. Speaker’s Qualifications
Mr. 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.
©2009 Rhapsody Technologies, Inc., All rights reserved.
3
Bringing People, Processes and Technologies together

4. 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 Data
Modeling, 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.
©2009 Rhapsody Technologies, Inc., All rights reserved.
4
Bringing People, Processes and Technologies together

5. About Rhapsody
Partial list of our Customers
ADP DoubleClick Motorola
Haworth Hologic KCI
Office Depot Overland Storage Hologic
Partial list of Industries
Retail Advertising Manufacturing
High-Tech Healthcare Services
Some of Our Partners
Oracle Dun & Bradstreet
Trillium Deloitte Consulting
Hub Solution Designs Transitions II
©2009 Rhapsody Technologies, Inc., All rights reserved.
5
Bringing People, Processes and Technologies together

6. Who needs Site Hub?
©2009 Rhapsody Technologies, Inc., All rights reserved.
6
Bringing People, Processes and Technologies together

7. 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.
©2009 Rhapsody Technologies, Inc., All rights reserved.
7
Bringing People, Processes and Technologies together

8. 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
©2009 Rhapsody Technologies, Inc., All rights reserved.
8
Bringing People, Processes and Technologies together

9. 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
©2009 Rhapsody Technologies, Inc., All rights reserved.
9
Bringing People, Processes and Technologies together

10. 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?
©2009 Rhapsody Technologies, Inc., All rights reserved.
10
Bringing People, Processes and Technologies together

11. 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.
•
©2009 Rhapsody Technologies, Inc., All rights reserved.
11
Bringing People, Processes and Technologies together

12. Use Cases for Site Hub!
©2009 Rhapsody Technologies, Inc., All rights reserved.
12
Bringing People, Processes and Technologies together

13. 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
•
©2009 Rhapsody Technologies, Inc., All rights reserved.
13
Bringing People, Processes and Technologies together

14. 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
•
©2009 Rhapsody Technologies, Inc., All rights reserved.
14
Bringing People, Processes and Technologies together

15. 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
•
©2009 Rhapsody Technologies, Inc., All rights reserved.
15
Bringing People, Processes and Technologies together

16. What is Site Hub?
©2009 Rhapsody Technologies, Inc., All rights reserved.
16
Bringing People, Processes and Technologies together

17. Oracle’s MDM Foot Print
Supplier
MDM Sites/
Customer Product COA COA
Domains
Customer Locations
Analytical
Operational MDM Applications
MDM Apps
Analytical Hub
Financial Hub
Site Hub
MDM
UCM
CDH
PIM
Apps
Biz Hyperion
Siebel Oracle eBusiness Suite
Apps DRM
©2009 Rhapsody Technologies, Inc., All rights reserved.
17
Bringing People, Processes and Technologies together

18. 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
©2009 Rhapsody Technologies, Inc., All rights reserved.
18
Bringing People, Processes and Technologies together

19. 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.
•
©2009 Rhapsody Technologies, Inc., All rights reserved.
19
Bringing People, Processes and Technologies together

20. 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
©2009 Rhapsody Technologies, Inc., All rights reserved.
20
Bringing People, Processes and Technologies together

21. The basics of Site Hub
©2009 Rhapsody Technologies, Inc., All rights reserved.
21
Bringing People, Processes and Technologies together

22. Key Entities
Sites
•
Location
•
Trade Areas
•
Clusters
•
©2009 Rhapsody Technologies, Inc., All rights reserved.
22
Bringing People, Processes and Technologies together

23. 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.
–
©2009 Rhapsody Technologies, Inc., All rights reserved.
23
Bringing People, Processes and Technologies together

24. Location
• A physical address in a geographical space
• Tied to the Site
• Can define unlimited number of attributes at location level
©2009 Rhapsody Technologies, Inc., All rights reserved.
24
Bringing People, Processes and Technologies together

25. 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
•
©2009 Rhapsody Technologies, Inc., All rights reserved.
25
Bringing People, Processes and Technologies together

26. Clusters
• Sites that are grouped by a common attribute
• Facilitates the operational grouping of Sites
©2009 Rhapsody Technologies, Inc., All rights reserved.
26
Bringing People, Processes and Technologies together

27. Site Hub ERD
Party Relationship
Party Relationship Type Site Groups Site Group Versions
HZ_RELATIOINSHIPS
RRS_SITE_GROUPS_B RRS_SITE_GROUP_VERSIONS
Party
Sites Site Group Members
HZ_PARTIES
RRS_SITES_B RRS_SITE_GROUP_MEMBERS
HZ_ORGANIZATION_PROFILES
HZ_PERSON_PROFILES
Contact Points Party Site Locations
HZ_CONTACT_POINTS HZ_PARTY_SITES HZ_LOCATIONS
Lcoation Trade Area Groups Trade Areas
Party Site Use
RRS_LOC_TRADE_AREA_GRPS RRS_TRADE_AREAS
HZ_PARTY_SITE_USES
Site Uses Trade Area Groups Group Trade Areas
RRS_SITE_USES RRS_TRADE_AREA_GROUPS_B RRS_GROUP_TRADE_AREAS
©2009 Rhapsody Technologies, Inc., All rights reserved.
27
Bringing People, Processes and Technologies together

28. 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
©2009 Rhapsody Technologies, Inc., All rights reserved.
28
Bringing People, Processes and Technologies together

29. Key features of Site Hub
©2009 Rhapsody Technologies, Inc., All rights reserved.
29
Bringing People, Processes and Technologies together

30. Key features in R12.1
Site Search Web Services
• •
Extensible Attributes TCA Relations & Parties
• •
Hierarchies & Clusters Site Attachments
• •
Trade Area Groups Site Associations
• •
– Property Manager
Google Map Integration
•
– Asset Management
Site Comparisons
•
– Inventory Management
TCA Architecture
•
Business Events Support
•
Contacts
•
Templates for easier Site
•
Excel Import-Export
•
Creation
©2009 Rhapsody Technologies, Inc., All rights reserved.
30
Bringing People, Processes and Technologies together

31. 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.
©2009 Rhapsody Technologies, Inc., All rights reserved.
31
Bringing People, Processes and Technologies together

32. Configuring Site Hub
©2009 Rhapsody Technologies, Inc., All rights reserved.
32
Bringing People, Processes and Technologies together

33. Site Hub Setup Steps
©2009 Rhapsody Technologies, Inc., All rights reserved.
33
Bringing People, Processes and Technologies together

34. 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
©2009 Rhapsody Technologies, Inc., All rights reserved.
34
Bringing People, Processes and Technologies together

35. A look at the Site Hub
Screen Shots
©2009 Rhapsody Technologies, Inc., All rights reserved.
35
Bringing People, Processes and Technologies together

36. ©2009 Rhapsody Technologies, Inc., All rights reserved.
36
Bringing People, Processes and Technologies together

37. ©2009 Rhapsody Technologies, Inc., All rights reserved.
37
Bringing People, Processes and Technologies together

38. ©2009 Rhapsody Technologies, Inc., All rights reserved.
38
Bringing People, Processes and Technologies together

39. ©2009 Rhapsody Technologies, Inc., All rights reserved.
39
Bringing People, Processes and Technologies together

40. ©2009 Rhapsody Technologies, Inc., All rights reserved.
40
Bringing People, Processes and Technologies together

41. ©2009 Rhapsody Technologies, Inc., All rights reserved.
41
Bringing People, Processes and Technologies together

42. ©2009 Rhapsody Technologies, Inc., All rights reserved.
42
Bringing People, Processes and Technologies together

43. ©2009 Rhapsody Technologies, Inc., All rights reserved.
43
Bringing People, Processes and Technologies together

44. ©2009 Rhapsody Technologies, Inc., All rights reserved.
44
Bringing People, Processes and Technologies together

45. ©2009 Rhapsody Technologies, Inc., All rights reserved.
45
Bringing People, Processes and Technologies together

46. ©2009 Rhapsody Technologies, Inc., All rights reserved.
46
Bringing People, Processes and Technologies together

47. ©2009 Rhapsody Technologies, Inc., All rights reserved.
47
Bringing People, Processes and Technologies together

48. ©2009 Rhapsody Technologies, Inc., All rights reserved.
48
Bringing People, Processes and Technologies together

49. ©2009 Rhapsody Technologies, Inc., All rights reserved.
49
Bringing People, Processes and Technologies together

50. ©2009 Rhapsody Technologies, Inc., All rights reserved.
50
Bringing People, Processes and Technologies together

51. ©2009 Rhapsody Technologies, Inc., All rights reserved.
51
Bringing People, Processes and Technologies together

52. ©2009 Rhapsody Technologies, Inc., All rights reserved.
52
Bringing People, Processes and Technologies together

53. ©2009 Rhapsody Technologies, Inc., All rights reserved.
53
Bringing People, Processes and Technologies together

54. ©2009 Rhapsody Technologies, Inc., All rights reserved.
54
Bringing People, Processes and Technologies together

55. ©2009 Rhapsody Technologies, Inc., All rights reserved.
55
Bringing People, Processes and Technologies together

56. ©2009 Rhapsody Technologies, Inc., All rights reserved.
56
Bringing People, Processes and Technologies together

57. ©2009 Rhapsody Technologies, Inc., All rights reserved.
57
Bringing People, Processes and Technologies together

58. ©2009 Rhapsody Technologies, Inc., All rights reserved.
58
Bringing People, Processes and Technologies together

59. ©2009 Rhapsody Technologies, Inc., All rights reserved.
59
Bringing People, Processes and Technologies together

60. ©2009 Rhapsody Technologies, Inc., All rights reserved.
60
Bringing People, Processes and Technologies together

61. ©2009 Rhapsody Technologies, Inc., All rights reserved.
61
Bringing People, Processes and Technologies together

62. ©2009 Rhapsody Technologies, Inc., All rights reserved.
62
Bringing People, Processes and Technologies together

63. ©2009 Rhapsody Technologies, Inc., All rights reserved.
63
Bringing People, Processes and Technologies together

64. ©2009 Rhapsody Technologies, Inc., All rights reserved.
64
Bringing People, Processes and Technologies together

65. QUESTIONS
ANSWERS
©2009 Rhapsody Technologies, Inc., All rights reserved.
65
Bringing People, Processes and Technologies together

66. Q Session# 2666
& QUESTIONS
A ANSWERS
Can be reached at: Mani Kumar Manda
Rhapsody Technologies, Inc.
1700 Park Street, Suite 205
Naperville IL 60563
Phone: 630-717-1809
Email: MManda@RhapTech.com
Special Interest Groups:
http://cdmsig.oaug.org
http://groups.yahoo.com/group/cdmsig
http://groups.yahoo.com/group/ucmsig
http://groups.yahoo.com/group/cdi-mdm-jobs
Latest Versions can be obtained from:
http://www.rhaptech.com/resources.html
©2009 Rhapsody Technologies, Inc., All rights reserved.
66
Bringing People, Processes and Technologies together