oaug energy & utilities sig meeting – october 22, 2006 eric-thierry martin global industry...
TRANSCRIPT
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OAUG Energy & Utilities SIG Meeting – October 22, 2006Eric-Thierry MartinGlobal Industry Product Strategy Director, Energy & UtilitiesOracle Corporation
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Agenda
• Oracle Open World: Utilities Industry Track• Oracle’s Corporate Product Strategy• Utilities Industry Challenges, Solution Footprint, and Roadmap• Overview of Siebel Energy: New Addition to the Oracle Family
Next Presenters:• PeopleSoft Product Update & Evolution – Mark Rosenberg• Oracle EBS Product Update & Evolution – Mark Forfar
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Utilities Track at Open World
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Utilities Customer Sessions
Session Date & Time Location Session ID
Utilities Customer Panel on Assets Life Cycle Management
Deseret Power: Kenn Shields, Maintenance Planner David Westfall, IT Manager
Kansas City Board of Public Utilities: Lori Austin, CFO
Bonneville Power - BPA: Mark Town, Business Analyst
Oracle: Kevin A. Kling, Director, Maintenance Solutions
Tuesday, 4:30pm
Marriott – Salon 3
S282453
The Benefits of Customer Self-Service and CRM for Regulated Utilities: NSTAR Case Study
NSTAR: Penni Conner, VP Customer Care
Oracle: Eric-Thierry Martin, Director of Utilities Product Strategy
Wednesday, 11:30am
Marriott – Salon 3
S281874
EasyPay at Progress Energy: Bringing Customer Service and Payments Together at a Multistate Energy Provider
Progress Energy: Mike Ligett, VP Mass Markets
Oracle: Catherine You, Group Manager, Self Service Products
Wednesday, 5:30pm
Moscone West –
Room 3014
S282492
(CRM Track)
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Oracle & Partner Utilities Sessions
Session Date & Time Location Session ID
Smart Meter Solutions and the Smart Energy Alliance
Capgemini: Doug Houseman, Senior Director, Utilities
Oracle: David Shimbo, Utilities Solutions Director
Tuesday, 10:45am
Marriott – Salon 3
S281868
Effective Asset Life Cycle Management in Utilities
Oracle: Colin Brown, Utilities Industry Director, EMEA Mark Forfar, International Accounts
Tuesday, 1:45pm
Marriott – Salon 3 S281869
Beyond GIS to a Spatially Enabled Operational Platform
Powel: Corey Maple, CEO of Powel NA
Oracle: Ivan Albertini, Utilities Industry Director, APAC
Wednesday, 2:30pm
Marriott – Salon 2
S283113
“Meet the Utilities Experts” Thursday,
11:00 am – Noon
Moscone West – “Meet the Experts” Lounge
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Utilities DemogroundLocation: Exhibition Hall - Moscone West - Area G16
Exhibition Hall Hours: • Monday 10:30 am – 5:30 pm• Tuesday 10:45 am – 5:30 pm• Wednesday 11:00 am – 5:30 pm• Thursday 10:00 am – 1:30 pm
Utilities Solution Demonstration:• Oracle EBS Assets Lifecycle Management• Siebel Self Service• Siebel CRM and Analytics• Oracle Spatial Technology Application
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Utilities Demoground Schedule
Utilities Solution Date & Time
Oracle Assets Lifecycle Management
• Monday 10:30 am – Noon• Tuesday 4:00 pm – 5:30 pm• Wednesday 3:30 pm – 5:30 pm
Siebel Utilities Solutions
• Monday Noon – 3:00 pm• Tuesday 10:45 am – 1:15 pm• Wednesday 1:00 pm – 3:30 pm• Thursday 10:00 am – 1:30 pm
Oracle Spatial Technology Applications
• Monday 3:00 pm – 5:30 pm• Tuesday 1:15 pm – 4:00 pm• Wednesday 11:00 am – 1:00 pm
Exhibition Hall - Moscone West - Area G16
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Oracle’s Corporate Product Strategy
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Oracle’s Corporate Strategy
• Oracle’s Strategy hasn’t Changed in Years• We are a Standards Based Company• Database
• Based on Open Standards• Fast, Secure, Reliable, Lowest Cost• Runs on Grids – Unique to Oracle
• Middleware• Based on Open Standards• Complete and Integrated• Lowest Cost• Runs on Grids
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Oracle’s Corporate Strategy
• Applications• Built on Our Standards Based Middleware and Database• Complete• Integrated• Extensible• Customer Choice: Applications Unlimited & Fusion• Provide Industry Best of Breed Functionality
• Scale• Own Complete and Integrated Stack, from Database to Apps• Move beyond ERP and into Mission-Critical Operational Processes• Become #1 in All Businesses, including Utilities
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Protect Extend Evolve
Protect Your Investments- Lifetime support and continued development of existing applications provides maximum flexibility and choice
Extend Your Capabilities—Applications Unlimited- Modernize and extend the value of your product lines and current application releases- Stay on the product lines and releases of your choice with no forced upgrades
Evolve Your Business- Move your business forward and get positive results with Oracle Fusion today
TECHNOLOGY PRODUCTS APPLICATION PRODUCTS ORACLE CORPORATIONORACLE SERVICESORACLE FUSION APPS CUSTOMERS / PARTNERS
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Making our software a source of continual competitive
advantage for our customersGet Better ResultsGet Better Results
OUR MISSION
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Industry Challenges, Solution Footprint, and Roadmap
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Industry Business Challenges
Restructuring/ConsolidationRestructuring/Consolidation
Pressure to Reduce Costs/Increase MarginsPressure to Reduce Costs/Increase Margins
Liberalization & GlobalizationLiberalization & Globalization
Evolving regulatory environment; High energy prices/volatility; Technology Advances
Evolving regulatory environment; High energy prices/volatility; Technology Advances
• Need for new systems to operate in deregulated market (CRM, CIS, C/OM)
• Customer Value Management, Product bundling, Effective Marketing, System Agility, BI
• Need for new systems to operate in deregulated market (CRM, CIS, C/OM)
• Customer Value Management, Product bundling, Effective Marketing, System Agility, BI
• Disparate, inefficient systems & processes
• Costly CIS Consolidation
• Disparate, inefficient systems & processes
• Costly CIS Consolidation
• Maintain service level, increase return on assets, and reduce maintenance costs
• Streamline end-to-end operational processes (Customer Care, Asset Management, Field Service)
• Move Customer Care to less costly Self-Service Channel and improve collection time
• Maintain service level, increase return on assets, and reduce maintenance costs
• Streamline end-to-end operational processes (Customer Care, Asset Management, Field Service)
• Move Customer Care to less costly Self-Service Channel and improve collection time
• AMR technology and “Advanced” CIS (remote turn on/off, pro-active collection processes)
• New CIS to comply for Residential TOU tariffs
• Proactive Collection measures to mitigate high bills
• AMR technology and “Advanced” CIS (remote turn on/off, pro-active collection processes)
• New CIS to comply for Residential TOU tariffs
• Proactive Collection measures to mitigate high bills
Market Pressures Industry Operational Challenges
Rising Customer ExpectationsRising Customer Expectations• Efficient Customer Care processes
• Self-Service solutions
• Efficient Customer Care processes
• Self-Service solutions
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Utilities Solution Footprint – Distribution/Retail
Partner SolutionORACLE Solution
Corporate Administration
Financials HRMS Treasury Payroll Procurement ProjectsBusiness
IntelligenceCollaboration
Suite
Technology and Integration
Network and Infrastructure Controls
Billing and Meter Data Management
Records
Legal
Meters LandWorks
Wayleaves
Trading and Risk Management
TradingPortfolio
ManagementRisk
Management
Network and Infrastructure ManagementWorkforce
Management
Scheduling& Dispatch
ProjectManagement
ContractorManagement
PlannedMaintenance
ReactiveMaintenance
GIS DataManagement
DesignDocumentation
Capital PrgmManagement
Mobile FieldService
OutageManagement
SCADA GIS
Marketing and Sales
Order/ContractManagement
New Offerings
Price & LoadModeling
MarketingAutomation
CampaignAnalytics
SalesAutomation
AccountManagement
Customer Interaction Channels
ContactCenter
SelfService
DebtRecovery
CustomerService
PartnerRelationship
AppointmentBooking
CampaignOperation
Rating
MeterReading
Meter DataManagement
Meter Routing
Bill Calculation
Pay & Collect
Invoicing
Scheduling& Settlement
Deregulated Market OperationsLoad
ForecastingTransactionsManagement
ForecastingProduction
/Storage
Spatial Database, Customer/Product Master, Fusion Middleware, Collaboration Suite
AN
AL
YT
ICS
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Solution Roadmap (Confidential and Subject to Change)
Increase Channel Reach
Increase Operations EfficiencyApplications
Unlimited
Within two years Within three years Beyond
• Siebel Energy 8.0, 8.1• Siebel UCM 8.0, 8.1• Billing & Order Analytics• Oracle R12• Peoplesoft 9.0• JDE World A9.1
• Siebel Energy 8.2• Siebel UCM 8.2• Oracle R12.1• Peoplesoft 9.x• JDE E1 9.0• JDE World A9.2
• Siebel Energy 8.3• Siebel UCM 8.3• Oracle R12.2
• Siebel-Oracle (Genesis)
• Barcelona Ph1 (Siebel, eDocs, Portal, GL, Analytics)
• Genesis Ph 2• Barcelona Ph2 (AR,
UCM, more)
• Fusion Hubs v1• Fusion Analytics v1• Fusion ERP v1• Fusion CRM v1
• Fusion Hubs v2• Fusion ERP v2• Fusion CRM v2
• eCommerce, eBilling, & eService
Application
Integration
Fusion
Applications
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Overview of Siebel Utilities Solution(Siebel Energy)
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Competitive LandscapeSiebel Sole Leader in Gartner’s Magic Quadrantfor Customer Service Contact Center (March 06)
Siebel and SAP CRM Projects as a Percentage of All CRM Projects by Industry Sector – Gartner (Sept 06)
Siebel Sole Leader in Gartner’s MagicQuadrant for Field Service Management (Feb 06)
Siebel Sole Leader in Gartner’s Magic Quadrant for SFA (June 06)
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• v99.0 (Configuration)
Pro
du
ct F
un
ctio
nal
ity
Pro
du
ct F
un
ctio
nal
ity
• v6.0 (Integration, Billing, Credit, Fraud Management)
• v99.5 (Orders, Account Hierarchies, Premises)
• v99.6 (Integration)
• v6.3 (Mktg Analytics, Billing Management)
• v7.0 (Complex Orders, Move, Billing Connectors, Service Points)
Siebel has emerged as the industry CRM leader in Utilities by leveraging customer input as part of
its industry-specific product evolution
• v7.5 (Price Comparison, Embedded Best Practices, HH, Usability, UAN, PRM)
Oracle-Siebel CRM Leadership in Utilities:Today in its 9th Utility-Specific Release
1999199919981998 2001200120002000 20022002 20032003 20042004
• v7.7 (Field Svc, HH, eDocs, Performance)
• v7.8 (OM: Eligibility, Pricing; SSSE)
20052005
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Siebel Utilities & Energy Solution Sets…
Relationship Driven Selling
Streamlined Customer
Care
Optimized Field Service
Intelligence Driven
Marketing
Customer ValueMgmt
CustomerDeliverPerfectOrder
Personalized Self Service
Single Customer
View
Sophisticated Segmentation
Closed-Loop, Integrated & Proactive Marketing Campaigns
Standardized Methodologies and Processes
Proactive & Insight Driven Sales Execution
Complete self care capabilities including eBilling, ePayments & enrollments
Rate Plan Advisor
Personalized Up/Cross Sell Offers
Customer Value Driven Multi-channel Service
Intuitive UI for Rapid Employee Adoption
End-to-End Billing Management
Intelligent Customer Needs Analysis
Zero Error Order Entry & Validation
On-Time Order Analysis & Optimization
Optimal Scheduling and Dispatch
Streamlined Field Delivery and Consistent View
Proactively identify & retain high value segments
Manage loyalty program
Standardized multi-channel customer processes
Ensure data integrity, consistency and accuracy
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Competitive Utility Retailers
Mass Market Strategies• Differentiate service offerings from competition• Single View of the Customer• Deliver new high margin products and services• Convergence/Bundling of energy and non-energy
offerings• Consistent, high-quality level of service across all
channels
C&I Strategies• Lowest commodity prices, superior deal structuring• Accurate pricing and superior risk management• Efficient, insight-driven sales
Challenges• Increase market and wallet share• Increase revenue with new high
margin products and services• Prevent churn• Reduce costs
Regulated Distribution Utilities
Challenges• Reduce costs• Consistent, reliable service across all
channels• Operational Efficiency / Measurement
Strategies• Drive customers to lower cost channels • Implement repeatable, measurable best
practices• Consolidation, CDI• First Quartile Service
Challenges and Strategies vary by Market…
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…Driving Different Solution Sets and Metrics
Competitive Utility Retailers Regulated Distribution Utilities
Siebel Energy Solution Sets• Self Service • Mobile Service Delivery• Streamlined Customer Care
Measurable Outcomes• Reduced calls to call center• Improved first call / first visit
service resolution• Improved customer
satisfaction• Improved dispatch efficiency
Siebel Energy Solution Sets• Self Service• Mobile Service Delivery • Customer Value Management • Single View of the Customer• Customer Order Management• Business IntelligenceMeasurable Outcomes• Reduced churn• Reduced cost of acquisition• Improved campaign
effectiveness• Increased revenue per
customer
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CRM 8.0/8.1
• Task Oriented User Interface guides users through key tasks• Improves product ease of use• Lowers training costs• Enables standardization of processes• Drag and drop designer enables rapid
changes to business process
• Scale and Performance Improvements
• Industry Application Functionality• Enable WebServices into Customer
Portal• Basic Order Capture in 8.0• Additional C/OM tasks in 8.x
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Siebel CRM OnDemand
Release Themes
Release 11 Release 12 Candidate R13 Candidate R14
Outbound Email Campaigns
Forecasting multiple currency rollups
Lead conversion pick-list mapping
Performance enhancements
Analytics
performance
Forecast visibility
Enhanced product
revenues
Contact OnDemand
multi-tasking
Desktop integration
enhancements
Web services
enhancements
Pre-built integration
with Oracle EBS Oppty to
Quote/Order
360 view
Hosting infrastructure
enhancements
Enterprise PSR Usability Advanced Admin /
Customization Expanded CRM Industry
enhancements Analytics
enhancements
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The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remain at the sole discretion of Oracle.
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