Business Innovation Platform 企业创新平台

Business Innovation Platform 企业创新平台 Raymond Choo Director, Sales Consulting Oracle Fusion Middleware, Asia Pacific November 2014

Agenda Introduction to Business Innovation Platform Enable Digital Business Streamline ERP Embrace Cloud Q&A 2

颠覆性趋势 : 威胁还是机遇? GLOBALIZATION INFORMATION EXPLOSION RISE OF MOBILITY CLOUD MODERNIZE TO SURVIVE 9 Billion Internet Devices in 2012 50 Billion by 2020 90% Created within Last Two Years 50X Growth by 2020 6 Billion Mobile Subscribers 87% of World s Population Mobile Data Growing 78% CAGR 90% of new software delivery for public cloud Public IT cloud services will grow to $107B in 2017 Lots of 20 year-old Legacy Applications Sources: United Nations / International Telecommunications Union, internetworldstats.com, IDC/EMC 2011 Digital Universe Study, 2010 Digital Universe Decade Study, Data revolution Sept 2011, CSC's Leading Edge Forum Portio Research Mobile Factbook 2012, Facebook Director of Global SMB Markets Dan Levy, BIA/Kelsey s Interactive Local Media West Conference, IDC: Time for Change: Optimizing Datacenter Infrastructure with Technology Refresh

IDENTITY MANAGEMENT SYSTEMS MANAGEMENT 企业创新平台 Digital Business Banking Insurance Utilities Health Care Retail / e-tail Enable Digital Business Streamline ERP Embrace Cloud BUSINESS INNOVATION PLATFORM DIGITAL ENGAGEMENT BUSINESS PROCESS CONTENT & COLLABORATION BUSINESS ANALYTICS APPLICATION & DATA INTEGRATION APPLICATION INFRASTRUCTURE & TOOLS Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 4

启用数字业务 The use of any digital technology to promote, sell, enhance and innovate products, services and experiences Digital Business isn't about digitizing everything in sight, but leveraging digital technologies to offer new and innovative products, services and experiences Mobile Social Fast Data Cloud IoT Customer Experience Enhance existing products & Services Launch New Products / Services Improve the Experience Revenue Operational Improvement Improve Internal Communication Enhance Worker Productivity Automate Processes Reduce Cost New Business Model Transition Physical Products to Digital Launch New Models & Businesses Expand reach to new Customers & Markets Shareholder Value 44% 30% 26% Copyright 2014 Oracle and/or its affiliates. All rights reserved. Source: Sloan Review, MIT 2013

多渠道客户体验 Leading Telco in APAC embarked on a digital transformation driven by customer experience, both internal and external Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 7

IDENTITY MANAGEMENT SYSTEMS MANAGEMENT 多渠道客户体验 Enabled digital business help Telco to better support their BSS from digital marketing, consumer conversion, to customer service 数字营销顾客服务 BUSINESS INNOVATION PLATFORM DIGITAL ENGAGEMENT BUSINESS PROCESS CONTENT & COLLABORATION BUSINESS ANALYTICS APPLICATION & DATA INTEGRATION APPLICATION INFRASTRUCTURE & TOOLS ERP CRM Legacy Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 8

LU 2.0 COMs JAM CRM DB2 MQ iway CTG Banking : 多渠道整合 Leading Bank in APAC embarked on a digital transformation driven by multi-channel integration Personal Internet Banking Integration TCP/IP LU 6.2 DPL Mainframe Tools Corporate Internet Banking CICS 4.1 InfoSphere Event Publisher Mobile Banking Credit Card ESB JDBC Applications Data LOS Other Channel TCP/IP LU 6.2 DPL Core Banking (Deposit, Loan, Cust) IMSDB Bank Trade DB2 Client Server Ms HIS Credit Card VSAM Remittance ISAM Bank s Existing Landscape Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Link 24 LU 2.0 COMs JAM CRM DB2 MQ iway CTG Personal Internet Banking Integration TCP/IP LU 6.2 DPL Mainframe Tools Corporate Internet Banking CICS 4.1 InfoSphere Event Publisher Mobile Banking Credit Card ESB JDBC Applications Data LOS Other Channel TCP/IP LU 6.2 DPL Core Banking (Deposit, Loan, Cust) IMSDB Bank Trade DB2 Client Server Ms HIS Credit Card VSAM 服务集成 Remittance ISAM Observations Establish a solid service foundation Ongoing normalization effort to improve and refine the services composition Recommendation Build upon the foundation to increase utilization of the platform. Track ROI and reuse rate among applications Refine the service granularity level and establish priority of rollout Improve on SOA best practices, policy standardization, adoption rate, and service life-cycle management Drive adoption and standardization on the best practices, Dependency and Assets tracking Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Link 24 LU 2.0 COMs JAM CRM DB2 MQ iway CTG Personal Internet Banking Integration TCP/IP LU 6.2 DPL Mainframe Tools CICS 4.1 Corporate Internet Banking InfoSphere Event Publisher Mobile Banking ESB Credit Card JDBC Applications Data LOS Other Channel TCP/IP LU 6.2 DPL Core Banking (Deposit, Loan, Cust) IMSDB Bank Trade DB2 Client Server Ms HIS Credit Card VSAM 主机集成 Remittance ISAM Observations Recommendation Customer data stored within different applications. Lack of a single view of customer. Use Data Integration to populate customer master in order to get complete end to end view of customer Lack of data caching even for data with low change frequency. Selectively cache data to offload mainframe transactions Multiple ways of integration into the mainframe systems Reduce and standardize the integration points and mechanisms. Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Link 24 LU 2.0 COMs JAM CRM DB2 MQ iway CTG Personal Internet Banking Integration TCP/IP LU 6.2 DPL Mainframe Tools Corporate Internet Banking CICS 4.1 InfoSphere Event Publisher Mobile Banking Credit Card ESB JDBC Applications Data LOS Other Channel TCP/IP LU 6.2 DPL Core Banking (Deposit, Loan, Cust) IMSDB Bank Trade DB2 多渠道整合 Observations Multiple channels with separate code base. Cause inconsistent user experience and high cost to maintain Recommendation Establish a unified platform to manage secure and non-secure sites, re-usability of content & services, across devices Lack of user segmentation and Segmentation and targeting capabilities personalization capabilities to deliver across multiple channels targeted contents to a particular interest group Credit Card Remittance VSAM ISAM Mobile native application induce high skill set maintenance and rollout challenges Mobile native, web, and hybrid application reuse common code base Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Insurance : 启用移动架构 Content CUSTOM APPLICATIONS Native App Business Logic Integration ON-PREMISE PACKAGED APPLICATIONS Mobile Security Enterprise Security CLOUD Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 13

移动保险 Mobile Marketing Mobile Sales - Online - Agent Mobile Service / Claim Mobile Renew Print Ad, TVC, Outdoor, QR Search Engine AdWords Campaign Social Partner Product Catalog / Quote Pay Foto Claim Roadside Assistance / SOS Notify Renew Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Insurance: 移动销售 - 消费者 / 代理人 Mass Employee Benefit MPF ORSO Bancassurance Customer Agency Partner Assignee Employer / HR Employee Doctor Agent Employer Employee Mobile App FW Mobile App FW Marketing Site Self Service Portal Agent Management Consumer Apps B2B Integration Webcenter Identity Management Site Portal Mobile Security API Gateway 2. Update Core Insurance SOA Suite / BPM Suite 1. Confirm Payment 4. Revenue 3. Generate Policy CRM Core Insurance Bank Third Party Payment ERP Webcenter Content Back Office DW Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Insurance: 移动服务 / 理赔 Mass Employee Benefit MPF ORSO Bancassurance Customer Agency Partner Assignee Employer / HR Employee Doctor Agent Employer Employee Mobile App FW Mobile App FW Marketing Site Self Service Portal Agent Management Consumer Apps B2B Integration Webcenter Identity Management Site Portal Mobile Security API Gateway 3. Update Core Insurance 4. Disburse SOA Suite / BPM Suite 5. Expense 1. Store Claim Documents 2. Claim Approval CRM Core Insurance Bank Third Party Payment ERP Webcenter Content Back Office DW Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Insurance: 移动更新 Mass Employee Benefit MPF ORSO Bancassurance Customer Agency Partner Assignee Employer / HR Employee Doctor Agent Employer Employee Mobile App FW Mobile App FW Marketing Site Self Service Portal Agent Management Consumer Apps B2B Integration Webcenter Identity Management Site Portal Mobile Security API Gateway 2. Update Core Insurance SOA Suite / BPM Suite 1. Confirm Payment 4. Revenue 3. Generate Policy CRM Core Insurance Bank Third Party Payment ERP Webcenter Content Back Office DW Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Utilities: 智能电表 Graphic Source: WSJ Programmable Communicating Thermostats respond to pricing signals and grid disturbances PCs, SmartPhones, and home area network display interfaces between customers parameter set points and utility pricing signals to optimize energy use. Rooftop Solar provides renewable energy coincident with peak demand Fixed Electricity Storage Batteries stores off-peak power to use during peak periods and backs up Smart Appliances Respond to grid disturbances and shifts consumption during peak demand periods Plug-In Hybrid Electric Vehicles draw energy from its roaming plug-in location and can store energy for utility use. Smart Meters provides usage information & can be the utility information gateway Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Pacific Gas & Electric Company Incorporated in California in 1905 Natural gas and electric distribution and transmission Service 13 million people 1 in 21 Americans 70,000 square- mile service area: Northern/Central California 5.0 million electric customers 4.1 million gas customers Print/mail over 350,000 bills a day Receive on average 14 million calls per year Service is provided by 20,300 employees Regulated by the California Public Utilities Commission Provides incentives for energy reduction/efficiency Copyright 2014 Oracle and/or its affiliates. All rights reserved.

智能电表 : 架构 Power Line Carrier (PLC) Electric Network Residential Substation PLC System Controller Web Server Commercial Substation Communication Equipment Public Wireless Network Public Wireless Network Meter Data Management & Storage MDMS Oracle Fusion Middleware ERP Outage Mgt. Data Collector Unit RF Network System Controller Radio Frequency (RF) Gas Network Data Warehouse Customer Care & Billing Meters Collectors Backhaul Data Management Systems Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Healthcare : 电子医疗保健档案 Strategic vision of patients moving seamlessly across the healthcare system, receiving coordinated patient-centric care at the most appropriate settings. National Electronic Health Record (NEHR) Services Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 21

Retail : 协作和知识管理 Challenges/Opportunities The current approach of using file servers and emails for document sharing and communication will easily lead to information loss Fail to perform collaboration among various entities and departments, especially the ease of expertise finding Lack of knowledge capture and re-use due to high staff turn-over in the retail industry Solutions/Results Business Innovation Platform to enable a broad range of capabilities including Create collaborative communities to support work and connect with other groups Handling of sensitive document and web content Enable Web 2.0 capabilities such as blogs, wikis and discussion forums to facilities ad-hoc communication Enabled powerful search across all sources Copyright 2014 Oracle and/or its affiliates. All rights reserved.

Retail : 实时更新 / 单个数据源 As Is Architecture And Issues Key Issues POS POS POS POS LEGEND 30 minute interval Nightly batch Real-time Online e-commerce (ATG) Sales (multiple POS) PRICING Data Warehouse Order Management System (OMS) Product Info Pricing VIP Info Sales Memo Retail Management System PO MASTER DATA Finance (OracleFin) Sales Data Inventory INVENTORY CRMS Warehouse Management System Sales VIP Info Sales Memo CRM (Siebel) CUSTOMER LOYALTY ANALYTICS Many batch processes preventing real time updates to key systems Like most companies, e-commerce developed separately from traditional bricks and mortar business resulting in separate customer, product and inventory systems No single source of truth Difficulty in maintaining a 24x7x365 hours of business in the digital world Difficulty in introducing a mobile strategy to cater for a growing multichannel business Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 24

Retail : 实时更新 / 单个数据源 To Be Architecture Improvements Customer Facing Mobile Applications Oracle SOA Product Info DW Inventory FIN Reserve Product WMS In-Store Clientele Applications Data Translation Orchestration Error Handling Mediation Customer Info RMS VIP Status Check CRM Place Order ATG Transfer Product OMS Partner Applications POS Return Product Load Balancing Transformation Data Caching Proxy Services 1. Batch processes replaced with real time updates. For example, the calculation of VIP points can be done in real time, regardless of which channel the transaction was completed 2. Infrastructure to enable a single source of truth, reconciling different silos of information 3. Elimination of barriers to a 24x7x365 operation 4. SOA Infrastructure to enable multichannel for new applications for Mobility, Mobile Clientele and other Partner Applications Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 25

Retail : 实时更新 / 单个数据源 High End Retail SMITH, John PROXY PROXY PROXY PROXY SSO ESB BC BC BC BC ATG Siebel getproductxmlbyid SiebelContactQueryById getinventorystatus getproductxmlbyrql Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 26

Gartner: Pace-Layered Application Strategy More Effective Apps Upgrade/Customization/Consolidation 创新化体系区分化系统档案化系统 Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 29

人力资源 / 财务共享服务 Using Business Innovation Platform HR and Finance Shared Services Structure Drive Efficiency and Process Excellence Through Consolidation and Standardization Oracle Confidential 3 30 Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential - Oracle Internal

Finance Shared Services Center / Payment Factory Enable Companies To Centralise and Streamline Payment Challenges For Treasurers Flexibility in managing cash and liquidity Funding Gaps across legal entities Counterparty Forex Risk in International Trades Onshore / Offshore trade settlement (especially for RMB) Through free trade zones, companies can now centralise payments processing through an SSC or payment factory using on behalf structures and perform payment netting, enabling companies to centralise and streamline payment in a way that is more or less consistent with other region than in the past Asia Money June 2014 Citibank, Global Liquidity and Investments http://content.yudu.com/a2w1qu/asiamoneyjun14/resources/37.htm Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 31

Procure-to-Pay Basic Using Business Innovation Platform Purchasing Goods Received Billing AP Gather All 3 Document Line Pairing & 3 Way Matching Payment Oracle Confidential 3 32 Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential - Oracle Internal

Improving Procure-to-Pay Procure AP Automation Pay Discover Unauthorized Access To Procure 2 Pay Process Webcenter Portal Supplier Portal BPM Supplier/Parts On Boarding IDM Role Management General Ledger Purchasing EBS Account Payable Payment BPM Enterprise Payment Improve Compliance, Governance and Automation of Payment process Enable Self Services For Suppliers and Procurement Efficiency Improve Purchasing Master Data Quality & Transaction Accuracy / Efficiency Purchase Order WebCenter Contet Material Receipt Invoice Reduce Invoice Processing Cost. Standard Expense Recognition Criteria. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 33

Enterprise Payment Automation High Level Flow Enterprise Enterprise Payment Process Bank E-Business Suite Accounts Payable Accounts Receivable Payroll Treasury BAM : CFO / Treasurer Dashboard Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 34

Enterprise Payment Automation Process Model EBS hand off the payment file CEP to analyze unusual payment behavior OSB Pick Up Payment File Select Review Rules 2 Eyes Review Transform to ISO 20022 messages Correction Transform to Bank Format. Digital Sign / Encrypt using OWSM. 4 Eyes Review Send To Bank Wait For Bank Acknowledgement & Update BAM Unusual Event Detected. Inform Finance and Reroute For Correction. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 35

Embracing Cloud Lead To Cash Cloud Services To On Premise Apps Integration Email Direct Marketing Marketing Cloud Sales Cloud Service Cloud Document Cloud Sales Lead Account Opening Sales Order Cloud Services API Gateway / SOA Suite On Premise Apps Visit Marketing Site Website Content Targeting E-Business Suite Invoice Content Management Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 37

Embracing Cloud Unified Identity & Access Management For Cloud / On Premise Marketing Cloud Sales Cloud Service Cloud Document Cloud Account Provisioning Authentication Authorization Identity & Access Management Cloud Services On Premise Apps Employee Onboarding Website E-Business Suite Content Management Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 38

IDENTITY MANAGEMENT SYSTEMS MANAGEMENT Summary: 企业创新平台 Digital Business Banking Insurance Utilities Health Care Retail / e-tail Enable Digital Business Streamline ERP Embrace Cloud BUSINESS INNOVATION PLATFORM DIGITAL ENGAGEMENT BUSINESS PROCESS CONTENT & COLLABORATION BUSINESS ANALYTICS APPLICATION & DATA INTEGRATION APPLICATION INFRASTRUCTURE & TOOLS Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 39