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REMINDER

Check in on the COLLABORATE mobile app

Endeca SIG

Session ID#: 10074Jasmine A2:00 – 3:00 PMTuesday, April 14th

@j_josephine

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Agenda

■ Introductions and SIG Business

■ OAUG Celebrating 25 Years

■ Oracle Endeca EBS Extensions Roadmap

■ Panel Discussion

■ Q&A

■ Closing Comments

■ Appendix – Collaborate 15 Endeca Sessions

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Endeca SIG Leadership Team

■ George Somogyi, Co-Chair: George is a Director of IT with Newedge, LLC, a global leader in the execution and clearing of futures and options. 

■ Kirby Lunger, Co-Chair: Kirby is the Chief Sales and Marketing Officer at Performance Architects. 

■ Jeffrey Reid, Subcommittee Chair – Oracle Endeca Information Discovery (OEID) and Oracle Endeca Commerce: Jeff is a Channel Manager for RealDecoy.

■ Ramesh Kumar, Subcommittee Chair - Endeca EBS Extensions: Ramesh is the Managing Partner at eAlliance Corporation..

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OAUG Endeca SIG Focus ■ The goal of the Endeca SIG is to provide information to help you enhance your knowledge

about the Endeca suite of products, such as Oracle Commerce and

Oracle Endeca Information Discovery (OEID) (including the

Oracle E-Business Suite Extensions for Oracle Endeca).

■ Why should you join OAUG and participate in the Endeca SIG?  Benefits include:

▪ Education and Training.  Access regularly-scheduled webinars from Oracle’s product

teams and Endeca customers and partners.

▪ Networking.  Connect with your peers and other leaders in the Endeca customer and

partner community both through the SIG’s social media channels as well as through

attending events such as the Endeca SIG group meetings at OAUG Collaborate and

Oracle OpenWorld.

▪ Professional Development.  Apply for a volunteer role and take advantage of the

opportunity to participate in areas such as communications, recruiting or facilitating a

domain area that you might not get to work on in your “day job!”

OAUG membership helps you

• Find answers

• Network with users and experts

• Influence Oracle

Visit the OAUG in Booth 1237

• Find out why 96% recommend membership• Play virtual baseball for prizes• Talk to OAUG Customer Support Council reps• Enter to win COLLABORATE 16 registration• Save up to $100 on OAUG membership

OAUG25.org• It’s the OAUG’s 25th anniversary and the gifts

are for you!– Free access to members-only content

• OAUG Insight magazine• Conference paper• Webinar recording• Support in Focus newsletter

– Enter to win COLLABORATE 16 registration

Learn More Today!• Talk to membership volunteers & staff

Sunday at the Breakers Registration Counter near Ballroom F

• Visit booth 1237 in the exhibit Monday through Wednesday

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This is a slide title for a slide with just the title line (e.g., images/diagrams below)

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Anurag Malik, Director, Product Management

EBS Extensions for Endeca Updates and Roadmap 

You may complete the session evaluation either on paper or online via the mobile app

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Endeca EEE – Transforming Data to Create an Information Driven Business: Jason Bletz, Managing Partner @ Tribus Point

Data Domain Management with Self-Service: Jeff Reid, Partner Manager @RealDecoy

OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge? Gustavo Gonzalez, CTO @ IT Convergence

Process Chargebacks using Endeca: Robin Walker, Managing Partner, Caliber Services, LLCYou may complete the session evaluation either on paper or online via the mobile app

Endeca Panel Discussion

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Endeca EEE – Transforming Data to Create an Information Driven Business Jason Bletz, Managing Partner, Tribus Pointjason.bletz@tribuspoint.comCell: 847-754-0295 Jason has more than 20 years experience in Information Technologies in various industries and over 17 years experience with Oracle Applications and Business Intelligence. He has assisted many companies with the implementation of and deployment of strategies for logistics, supply chain management, Order to Cash and Channel Revenue Management. As an accomplished Oracle Implementer and Project Manager, Jason provides expert advice enabling clients to get optimal value from their investment in Oracle solutions. His industry experience covers small to medium size business as well as large multinational organizations across all major sectors including Manufacturing and Distribution, Service, Healthcare, Bio Tech, Utilities and Public Sector. 

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Endeca EEE – Transforming Data to Create an Information Driven Business

Background Oracle EBS install

Oracle Financials Order to Cash Channel Revenue Management Custom Reporting

24 independent reports slicing data▪ Each report specific to a dimension / measurement

▪ Data was specific to closed claims only

▪ No available tool for identifying issues and driving to resolution

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Endeca EEE – Transforming Data to Create an Information Driven Business

Endeca■Approach

Leverage out of the box dashboards Add additional fields to data stores ETL tweaks to include a computational package

and to include the additional views EQL tweaks for the graphs

■Consolidated single page dashboard Drill down graphs Multiple dimensions per graph

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Endeca EEE – Transforming Data to Create an Information Driven Business

Highlights

Actionable 360 degree view of claims (open and closed) Visualize critical points of data in one view Measure, identify, prioritize and resolve loop to manage real

time issues and opportunities

■Consolidated single page dashboard Drill down graphs Multiple dimensions per graph

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Data Domain Management with Self-Service OEID

Jeffrey ReidPartner Managerjeff@realdecoy.com

■ Nine years of focus on the Endeca Commerce and Endeca Information Discovery platforms in a variety of roles

■ An educator at heart, involved in the delivery and creation of content geared towards the enablement of 100s of partners and customers worldwide

■ Certified Oracle Endeca Information Discovery Implementation Specialist

■ Subcommittee chair of the OAUG Endeca Sig

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Data Domain Management with Self-Service OEID – Background

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Data and Content Provisioning by End-User

Add New Data

Intuitive Analytic Visualizations

Detailed Record Characteristics

Share and Collaborate

See New Patterns Rapidly Compose

Discovery Apps Leverage Pre-Built

Navigation Out of the Box Search

Ask New Questions

Self-Service Discovery IT Provisioned Discovery

Innovative ETL Unstructured

Crawling Higher Data

Scale

Add New Data

Create Advanced Analytic Metrics

Tuned and Customized Text Enrichment

Higher User Scale

See New Patterns

Implement Deep Discovery Apps

Role Based Interaction Highly Tuned Search

Ask New Questions

Formalize

Evolve

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Data Domain Management with Self-Service OEID – The Issue

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Sprawl!

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Data Domain Management with Self-Service OEID – The Questions

■ Do we need an automated process?▪ Manual monitoring, or educate users on how to maintain

applications

■ Is memory or size the issue?▪ Data domains natively sleep after a lull in usage

■ Should we limit access to the Provisioning Service?▪ Which of our users need the ability for self-service discovery

■ Do we need to force a limit on applications?▪ Administrators can configure a limit on the number of

provisioning service applications that can be created

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Gustavo Gonzalez, CTO IT Convergence■ Oracle ACE Director Specialty Applications■ More than 15 years Oracle Applications Experience■ Head of IT at IT Convergence since 2006■ Co-Author “Oracle E-Business Suite Financials

Handbook 3rd Edition”■ Technical Editor “Oracle Fusion Applications Development and

Extensibility Handbook”■ Member of the Oracle EBS Customer Advisory Board■ Member of the Oracle Usability Advisory Board■ Project Manager of the R12 Upgrade at IT Convergence■ Project Manager of R12.2 Beta Program & Early Adopter■ Project Manager of Fusion Apps Implementation at ITC 23

@ggonza4itc

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Gustavo Gonzalez Contact Information

Blog itconvergence.blogspot.com

LinkedInwww.linkedin.com/company/it-convergence

YouTubewww.youtube.com/user/ITConvergenceMKT

Twitter@IT_Convergence

Gustavo Gonzalez, CTO @ IT Convergencegfgonzalez@itconvergence.comcto@itconvergence.com +1 (415) 962-8604 // +54 (11) 4000-8484

Twitter: @ggonza4itc LinkedIn: bit.ly/ggonza4itc

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OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge?

Key objectives for a reporting plan

■ Current operational challenges ■ A company-wide approach to data management ■ Access to a unified and integrated view of your company’s

core data■ Integrated and unified data view

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OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge?

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OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge?

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OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge?

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OBI Apps vs. Endeca Extensions What's the Best Way to Solve Our Reporting Challenge?

Conclusions■ Categorize your “Personas” into the styles■ Understand their needs■ Evaluate your budget■ Start small

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Process Chargebacks using Endeca

Robin Walker, Managing PartnerCaliber Services, LLCrwalker@caliber-services.com+1 (609) 680-6180

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Pharmaceutical Manufacturer receives chargebacks sent by wholesaler via EDI

Dispute Reason Resolution Path (Fix Master Data)

• Invalid Customer • Fix customer record

• Invalid Price • Fix price list

• Invalid line / Line is duplicated • No resolution

• Agreement is Null • Request for resubmit

• Calculated Amount does not match with claimed amount • Approve calculated or claimed amount

• End Customer Name missing • Request for resubmit

Validation Attributes

End Customer End Customer Price list Product End Customer PriceQuantity Wholesaler Price

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Process Chargebacks using Endeca Metrics, Tag Cloud, Pie Chart

Chargeback Metrics

• Debit Memo count• Line Count• Lines > 7 days (from date

received)• Chargeback line total• CB Amt > 7 days

Chargeback batch “Dispute Codes” are represented via • Tag Cloud – volume represent

display size

• Pie Chart with distinct colors

• Tag Cloud / Pie Chart are used to allocate the work

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Process Chargebacks using Endeca Data Grouping

Grouping

• Customer

• Price

• Dispute

• Other

• Counts

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Process Chargebacks using Endeca Bar Chart by Price List

A key role by Price lists

Represented in

Bar chart with distinct colors

Tag Cloud to capture the relevance

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Process Chargebacks using Endeca Chargeback Processing using Endeca

Chargeback Functionality

Track Chargeback Data

Chargeback Data Metrics

Data grouping by Dispute Code

Distinct views by Dispute category

Charts with Dimensions

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Time lineServer Configuration - 2 days• Endeca (1 day)• Clover (1 day)

Endeca Configuration - 3 days• Custom view (1 day)• Attribute Management (4 hrs)• Linking custom view (2 hrs)• Loading initial data (2 min)• Building 5 graphs (8 hrs)

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Panel Q&A

You may complete the session evaluation either on paper or online via the mobile app

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Closing Comments!Endeca SIG Contacts

George Somogyi

gsomogyi@comcast.net

Jeff Reid

jeff@realdecoy.com

Kirby Lunger

kirby.lunger@performancearchitects.com

Ramesh Kumar

rkumar@ealliancecorp.com

Join our SIG at the OAUG web site: http://oaug.org/communities/sigs

Stay in Touch with our Endeca SIG

Twitter: @EndecaOAUGSIG

OAUG Endeca SIG web site: http://endecasig.oaug.org/

Linked-In Group:

http://www.linkedin.com/groups/Oracle-Applications-Endeca-SIG-5070991

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Please complete the session evaluationWe appreciate your feedback and insight

You may complete the session evaluation either on paper or online via the mobile app

The Endeca SIG Board

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Appendix

Endeca Sessions at Collaborate 15

You may complete the session evaluation either on paper or online via the mobile app

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EBS Extensions: Collaborate Content 10263: Oracle EBS extensions for Endeca vs.. OBI Apps: What’s

the best way to solve our reporting challenge? Mon. April 13| 2:00 PM - 3:00 PM | Room Jasmine C

10455: Oracle EBS R12 Receivables Extensions for Oracle Endeca Mon. April 13| 2:00 PM - 3:00 PM | Room Breakers F

10607: Meet the Experts: Oracle E-Business Suite Extensions for Oracle Endeca

Mon. April 13| 2:00 PM - 3:00 PM | Room Breakers G

10449: Oracle E-Business Suite Extensions for Oracle Endeca: How to Customize?

Mon. April 13| 3:15 PM - 4:15 PM | Room South Seas H

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Oracle EID: Collaborate 15 Content 562: Innovation, Big Data and the Internet of Things

Mon. April 13 | 9:15am – 10:15am | Room Jasmine E

10497: Using Integrator For Data Loading: Navigating Clover ETL for Oracle Endeca Information Discovery

Mon. April 13 | 12:45 PM - 1:45 PM | Room South Seas H

936: Big Data Discovery – Enabling Business Analysts to Find Value in the Data LakeMon. April 13 | 12:45 PM - 1:45 PM | Room Jasmine E

10457: Improving continuum of care and quality with Endeca Information Discovery

Mon. April 13 | 3:15 PM - 4:15 PM | Room Jasmine C

10496: Empowering Self-Service Discovery with Data Mashups in Oracle Endeca Information Discovery

Thurs. April 16 | 9:45 AM - 10:45 AM | Room South Seas D