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Atradius Collections: Oracle Sales Cloud Live in 11 weeks

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Page 1: Invest Time and Resources for Optimal User Adoption Strategies

Atradius Collections: Oracle Sales Cloud Live in 11 weeks

Page 2: Invest Time and Resources for Optimal User Adoption Strategies

Oracle Sales Cloud - A Case Study

Implementation of Oracle Sales Cloud Solution at Atradius Collections

2

Go live in Weeks

Page 3: Invest Time and Resources for Optimal User Adoption Strategies

3

Contents

Atradius Collections

Journey so far

User Adoption Strategies

Page 4: Invest Time and Resources for Optimal User Adoption Strategies

Atradius Collections

200+ countries 20+ Offices

14500+ customers

• Part of Atradius Group

• Leading international trade invoice collections

company

• Strengthening market share by excellent

Customer Service

• Driving sales growth by implementing new

technology

• Controlling costs by effective IT Solutions

4

85+ years

Page 5: Invest Time and Resources for Optimal User Adoption Strategies

Challenges

5

Silo Customer Data

No 360 Degree View

No Reporting Tool

Sales Cycle Time

Unstructured

Forecast procedure

Page 6: Invest Time and Resources for Optimal User Adoption Strategies

Clients Needs and goals

6

User Adoption

• Usability

• Reporting

Smart Solution

• Low TCO

• Flexible

Growth

• Customer satisfaction

• Effectiveness and efficiency

Page 7: Invest Time and Resources for Optimal User Adoption Strategies

Journey So Far

7

Live for

more than

a year

R7 Upgrade in 5 Weeks

Rollout of a Solution to 30+

countries and on going to

the rest of the world

R8 Upgrade in 6 Weeks

Phase 2 Go Live in 12

weeks

Phase 1 (Pilot) Go Live on

R5 in 11 weeks in 3

countries

June

2014

Nov

2013

Sep

2013

OCT

2014

R9 Upgrade in 6 Weeks

Phase 3 Planning

April

2015

Page 8: Invest Time and Resources for Optimal User Adoption Strategies

8

User Adoption Strategies

Cleanse Data – Make Atradius team own the data

Rapid prototyping – Use Atradius data set and bring design & testing closer

Smart scoping – Implement complete business process and do it in phases

Useful Analytics – Contextualized to the roles

Co-creation of Solution – Enable innovative product and services

Page 9: Invest Time and Resources for Optimal User Adoption Strategies

User Adoption Road Map for CX Phased to ensure success

Phase 1 (Base): Focus

on implementation of

vanilla functionality of

Oracle Sales Cloud

Base

Phase 2 (Roll Out ) :

Rollout of Base Solution

to other countries

Phase 3 :

Implementation of and

Oracle Service Cloud

and Contracts

9

Phase 2 (Advanced ) :

Implementation of

Eloqua and Advanced

Oracle Sales Cloud

functionality

Planning In

Progress

Leads and

Opportunities

Customer Master

Forecasting &

Analytics Territory

Management

• Rollout to 30 countries

Contracts

Quota

Management

Data Quality

Management

Anytime, Any where access

Outlook Simplified UI

Page 10: Invest Time and Resources for Optimal User Adoption Strategies

Benefits

360 Degree View

Real Time Analytics

Increased Forecast accuracy

Reduced Sales Cycle Time

Increased Productivity

Higher Conversion Rates

10

Page 11: Invest Time and Resources for Optimal User Adoption Strategies

© 2013 Infosys Limited, Bangalore, India. All Rights Reserved. Infosys believes the information in this document is accurate as of its publication date; such information is subject to change without notice. Infosys acknowledges the proprietary rights of other companies to the trademarks, product names and such other intellectual property rights mentioned in this document. Except as expressly permitted, neither this documentation nor any part of it may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, printing, photocopying, recording or otherwise, without the prior permission of Infosys Limited and/ or any named intellectual property rights holders under this document.

Thank You

Page 12: Invest Time and Resources for Optimal User Adoption Strategies

Solution Overview 12

Infosys proposed the implementation of Oracle’s Sales Cloud to support the automation of Lead to Opportunity Management process.

12

Phase 1

Phase 2

Quota

Planning

Sales Planning

Management

Territory

Planning

Opportunity

Management

Manage

Revenue

Items

Manage

Competitors

Manage

References

Forecasting

Close

Opportunity

Create

Opportunity

Manage

Opportunity

Sales Team

Assignment

Qualify &

Rank Leads

Convert

Lead to

opportunity

Lead

Management

File based

import of

Lead

Create Lead Lead

Management

File based

import of

Prospect &

Customer data

Customer

Management

Customer

Center

Customer

Data

Management

Eloqua

Desktop UI

Simplified UI

Outlook

Mobility

Page 13: Invest Time and Resources for Optimal User Adoption Strategies

13

Infosys’ Oracle Cloud Applications (SaaS) Center of Excellence

Infosys’ Oracle Cloud Applications(SaaS) COE has been leveraged for this Solution

The same can be leveraged for your journey to

Oracle Cloud Applications (SaaS)

Infosys: Oracle

Cloud

Applications

(SaaS)COE

Collaboration

with Oracle

on Oracle

Cloud

Applications

Competency

Building

Technology

Expertise

Methodology,

Accelerators,

& Tools

Solutions &

Thought

Leadership

Serv

ice O

fferings

Serv

ice O

fferings

• Leveraging Infosys 4E Methodology

Product Evaluation & Readiness Assessment

• Implementation and Consulting services with Infosys proprietary Rapid Start Methodology

Fast Track Implementation

• Implementation and Consulting services with Infosys proprietary InTrak Methodology

Implementation

• Support clients with Infosys support teams across the globe 24X7

Support

• Rapid Upgrade services with Infosys proprietary Rapid Start Methodology Upgrade Services

Page 14: Invest Time and Resources for Optimal User Adoption Strategies

Why Infosys 14

High Success

Rate

Service Maturity &

Generous Pool of

Customers

References

Vast

Implementation

experience

Over 500+ Certified

consultants

Proven

Rapid Start

Methodology Standards,

Templates, Best

practices

End-to-end

Cloud Service

Offerings

CX, HCM , Finance,

Procurement

Global Delivery

Model

Lower TCO, with

option of 100%

offshore

Oracle Diamond

Partner

Innovation Centre &

co-development

Page 15: Invest Time and Resources for Optimal User Adoption Strategies

What is Infosys Rapid Start Infosys Rapid Start offering enables Fast Track Implementations and Upgrades with high emphasis on user adoption

15

Rapid Start Methodology

Fast track implementa

tion

Detailed design

templates

Expertise and best practices

Standard training

materials

Reusable solution scripts

Fixed scope and low cost

Value to business

On time

On budget

• Fixed time implementations

• Start to finish in 12 ~ 24 weeks

• Fixed price implementations

• Pure vanilla approach

• Lower TCO

• Faster ROI

• Rapid implementation