OBM
Oracle Business Models
The OBM Business Model
Overview
Release 5.0
What is OBM?
Oracle’s
Business
Process
Model
 Communicates information about Oracle’s
E-Business Applications...
 Links Oracle Applications to the common
language of business process models
 Preconfigured models reduce time & risk
 Improves Training & Control during
implementation
OBM: Think like a Customer
What do Oracle’s customers want?
Procure to Pay
Manage Requisitions
•
Approvals
Approvals
PR0128
PR1182
PR0129
Manage
Non Production
Requisition
Authorize
Requisitions
Issue A
Purchase
Order
Authorize
Purchase
Order
•
Vision Corporation needs new
monitors for their desk tops. A
requisitioner in the creates a
requisition defining the needs.
•
The department manager approves
the requisition.
Receiving and Inspection
•
Purchase Orders
PR1180
•
The buyer creates a purchase order
for the selected supplier of the
monitors.
Supplier Invoices
Accounts Payable
MM1136
MM1135
PR1010
PR1016
Receive
Material
Accept or
Reject
Deliveries
Manage
Supplier
Invoice
Generate
Payments
The monitors arrive at the receiving
dock.
•
The received material is inspected
and approved.
•
•
•
The buyer approves the requisition.
Vision Corporation
•
The AP Clerk receives the invoice.
The invoice is matched against the
purchase order.
The invoice is approved for payment.
•
The invoice is approved by the
accounting manager.
The accountant sends the check to the
supplier.
Purchase Agent
Purchase Mgr
Dispatcher
Accountant
Business - NOT just
Product / Technology
Stack
Oracle
Application
Oracle
Application
Oracle
Application
Oracle Application Server
Oracle 9i
OBM: Think like a Customer
What is OBM?
•
•
Models
• Oracle Business Flows
• OBM Business Model
• Oracle Tutor Procedures for OBM
Methods
• OBM Process Library
• OBM Standards
• AIM for Flows
• Business Flow Accelerators
OBM: Think like a Customer
Oracle Business Model
Value Chain
Plan
Source
Make
Product
Development
Operations
Requisitions (PRS03)
Mgt
PR1181
Select
Suppliers
Procurement
Planning &
Forecasting
Sell
Support
Sales
Mgt PR1026
PR1180
Manage
Marketing
Non Production
MgtRequisition
Materials
Mgt
Supplier
Contracts
Back Office
Market
Manage
Production
Requisitions
Order
Fulfillment
Supplier
Requisitions
Financial Management
Management
Customer
Interaction
Mgt
Customer
Service
Mgt
Purchase
Orders
Human Resource Management
Approvals
Non Product
Supplier
Project Management
Receiving
Invoices
Accounts
Payable
Collaboration
Enterprise Management
Collaborative and Marketplace Services
Mfg/Supply Chain
CRM
Enterprise (Back Office)
OBM: Think like a Customer
Collaboration
The Source: OBM Process Library
Process
ID
HR
Process Name
Process
Level
FA
Definition
Human Resource Management
Functional management of human resource management activity.
Process begins with Budget analysis, moves to the identifying the need for
a job requisition and ends either with hiring of applicants into a vacancy or
HRS01
SP
terminating the applicant or employee assignment.
Staffing
Process of establishing budgets and predictive modeling with consideration
HR1310
BP
Administer HR Budgets
to the business plan, hierarchical levels and market standards.
Determine the need for the job in relation to the operating business plan.
Analysis should include type of assignment needed - full or part-time,
HR0189
BP
Identify Opening
temporary, permanent, etc.
HR0191
BP
Describe Job/Position
Process to describe the attributes and competencies of the job/position.
• One sheet per Functional Area
• Processes defined by level: Functional area, Summary
Process, Business Process
•Over 750 Business Processes
•Business Reference Library
OBM: Think like a Customer
Tutor Procedures for OBM
Mapped to OBM business
processes
Text Based Task Lists
Automated
Flow Diagrams
Oracle Application Navigation
Can be customized and linked into Oracle Applications as help text
OBM: Think like a Customer
Flows: Getting down to the business…
Requisitions (PRS03)
Approvals (PRS05)
Purchase Orders (PRS04)
PR1180
PR0128
PR1933
Manage Non
Production
Requisitions
Authorize
Requisitions
Issue a Non
Production
Purchase Order
• Requisition approved
via Workflow based
on Hierarchy, Job/
Supervisor Setup.
Approvals can be
controlled using
amount or account
code.
• PO can be
automatically created
via Workflow from
Requisition.
• PO can be autocreated manually from
a Requisition.
• Create a requisition
defining the non
production, service,
administrative, items
needed.
Approvals (PRS05)
• Requisition may be
for Fixed Assets or
non catalog items or
one time purchases.
• Requisitions may be
maintained, modified,
or canceled.
Non-Production Receiving (PRS06)
PR1029
PR1935
Authorize
Purchase Orders
Receive Non
Production
Goods & Services
• PO’s approved via
Workflow based on
Hierarchy, Job/
Supervisor Setup.
Approvals can be
controlled using
amount or account
code.
• The non-production
goods arrive at the
requisitioner/receivers
desk.
• Two-Way or ThreeWay Matching.
Roles
Supervisor
• Ability to control
Receiving Routings.
• Receive using
express transactions
for fast data entry.
OBM: Think like a Customer
Requisitioner
Purchasing
What is new in OBM (12/02)?
 115 Certified Oracle Business Flows
 550 Tutor Procedures built for OBM Business
Processes, replacing Visio Swimlane
diagrams
 1200 Business Processes
 Industry Models
 All Business Flow Accelerators Reference
OBM Business Processes – BP.080; many
new business processes support these
OBM: Think like a Customer
Using OBM and Flows
C U S .0 2 M a rk e tin g th ro u g h O n L in e S e llin g , O rd e r F u lfillm e n t a n d In v o ic in g to R e c e iv a b le
A n a ly z e M a rk e t
M a n a g e M a rk e tin g
MM AAAA. .0011
MM AAMM . .0011
AA nnaal lyyzzee
M
M aarrkkeet t
•
•
•
MM AAMM . .0022
DD eef fi innee BB uuddggeet t
aanndd CC aal leennddaarr
•
A n a ly z e t r e n d s in
m a rk e t
R e c o g n iz e n e e d f o r
c a m p a ig n
D e f in e C a m p a ig n
O b je c t iv e : e - m a il
c a m p a ig n t o e x is t in g
c u s to m e rs
•
•
D e f in e b u d g e t ,
c a le n d a r , n a m e , t y p e
e t c . f o r c a m p a ig n
D e c id e c h a n n e l: e m a ils t o e x is t in g
c u s to m e rs
S u b m it t o m a n a g e r
•
•
MM AAMM . 0
. 044
DD eef fi innee
CC oonnt taacct t
LLi isst t
•
M a n a g e r lo g s o n t o
p e rs o n a l h o m e p a g e
T h e c a m p a ig n is
a p p ro v e d b y th e
m anager
S e ll O n lin e (B 2 B )
•
MM AAMM . .0033
AA pppprroovvee
CC aam
m ppaai iggnn
•
OO LLSS. .0022
OO LLSS. .0033
OOFFUU. 0
. 011
OO FFUU. .0022
DD i issppl laayy PP rroom
m oot ti ioonn
PP aaggee
PP l laaccee t thhee OO rrddeerr
PP i c
i ckk RR eel e
l eaassee
OO rrddeerr
SS hhi p
i p OO r rddeer r
•
•
•
T h e c u s t o m e r lo g s o n
to th e w e b s h o p
T h e p r o m o t io n p a g e
is d is p la y e d
T h e c u s to m e r c h e c k s
f o r a d d it io n a l o f f e r s
•
•
•
•
A d d p ro d u c ts to
s h o p p in g c h a r t
C h e c k s a d d it io n a l
o ffe rs
E n t e r s h ip p in g in f o .
C heck out
•
T h e o r d e r is r e le a s e d
f o r p ic k in g
A p p ro v e C re d it
R e q u e s t C re d it
•
•
•
P ay
CCFFUU. .0022
CCRREE. .0011
CCPPAA. .0011
RR eeqquueesst t
CC rreeddi it t
AA pppprroovvee CC rreeddi it t
RR eeqquueesst t
PP aayy t thhee BB aal laannccee
D u e to a d a m a g e d
p ro d u c t th e c u s to m e r
r e q u e s t 1 0 % d is c o u n t
a n d c r e a t e s a c r e d it
m em o
•
•
•
C le r k a c c e p t s t h e
c r e d it r e q u e s t .
M a n a g e r a p p ro v e s a s
w e ll
C r e d it m e m o is
g e n e ra te d
•
•
•
•
Consensus
Building
Scope Definition
Implementation
approach:
•
AIM for Flows
I INNVV. .0011
I Innvvooi iccee OO rrddeerr
T h e in v o ic e is
a u t o m a t ic a lly
g e n e ra te d
RRPPAA. .0011
RR eecceei ivvee
PP aayymm eennt t
•
T h e c u s to m e r s e e s
t h e c r e d it m e m o ( s e lf
s e lf s e r v ic e )
T h e c u s to m e r p a y s
t h e b a la n c e .
Business
Insight
•
L e t t e r t h a t w ill b e
u s e d in t h e e - m a il
c a m p a ig n is d e f in e d
A ll e - m a il n o t if ic a t io n s
a re s e n t
R e c e iv e P a y m e n t
CCFFUU. .0011
•
•
•
T h e o r d e r s is s h ip p e d
VV i ieeww
AA ccccoouunnt t
C u s t o m e r r e c e iv e s
p h y s ic a l g o o d s
C u s t o m e r r e c e iv e s
s h ip p in g n o t e ( e - m a il)
C u s t o m e r v ie w s h is
a c c o u n t ( s e lf s e r v ic e )
•
In v o ic e
F u lfill O rd e rs
OO LLSS. .0011
•
EE xxeeccuut tee
CC aam
m ppaai iggnn
D e f in e t h e o f f e r t h a t
is in c lu d e d in t h e
c a m p a ig n w it h
p ro d u c t n u m b e r,
d is c o u n t r a t e a n d
m o re
CC uusst toomm eer r
RR eecceei ivveess M
M aai il l
T h e c u s to m e r
r e c e iv e s t h e e - m a il
T h e c u s t o m e r c lic k
o n t h e lin k in t h e e m a il t o a c c e s s t h e
w eb shop
MM AAMM . .0055
PP l laann
CC aamm ppaai g
i gnn
•
T h e t a r g e t a u d ie n c e
is d e f in e d a s a lis t o f
e - m a il a d d r e s s e s
T h e p a y m e n t is
r e c e iv e d b y e n t e r in g
a c a s h r e c e ip t .
Business
Solutions
Business
Processes
•
Use OBM as the baseline
for modeling business
processes
•
Capture issues and
actions on processes
•
Assemble Business Flows
to define overall solution
OBM: Think like a Customer
•
•
•
•
Prescriptive Flows
Custom Flows
Client Business Model
Long lived procedures
Using OBM: Implementation
Objective:
Successful Implementations of Applications
On Time & Within Budget
C U S .0 2 M a r k e t in g t h r o u g h O n L in e S e llin g , O r d e r F u lf illm e n t a n d In v o ic in g t o R e c e iv a b le
A n a ly z e M a r k e t
M a n a g e M a r k e t in g
MMAAAA. 0
. 011
MMAAMM. 0
. 011
AAnnaalylyzzee
M
Maarrkkeett
Means:
•
•
•
MMAAMM. 0
. 022
DDeefin
finee BBuuddggeett
aanndd CCaale
lennddaarr
•
A n a ly z e t r e n d s in
m a rk e t
R e c o g n iz e n e e d f o r
c a m p a ig n
D e f in e C a m p a ig n
O b je c t iv e : e - m a il
c a m p a ig n t o e x is t in g
c u s to m e rs
•
•
D e f in e b u d g e t ,
c a le n d a r , n a m e , t y p e
e t c . f o r c a m p a ig n
D e c id e c h a n n e l: e m a ils t o e x is t in g
c u s to m e rs
S u b m it t o m a n a g e r
•
•
Flow based
implementations
•
MMAAMM. 0
. 044
DDeefin
finee
CCoonnta
tacct t
LLisistt
•
M a n a g e r lo g s o n t o
p e rs o n a l h o m e p a g e
T h e c a m p a ig n is
a p p ro v e d b y th e
m anager
S e ll O n lin e ( B 2 B )
•
MMAAMM. 0
. 033
AApppprroovvee
CCaam
mppaaig
ignn
•
OOLLSS. 0
. 022
OOLLSS. 0
. 033
OOFFUU. 0
. 011
OOFFUU. .0022
DDisisppla
layy PPrroom
mootio
tionn
PPaaggee
PPla
laccee th
thee OOrrddeerr
PPicickk RReele
leaassee
OOrrddeerr
SShhip
ip OOrrddeerr
•
•
•
T h e c u s t o m e r lo g s o n
to th e w e b s h o p
T h e p r o m o t io n p a g e
is d is p la y e d
T h e c u s to m e r c h e c k s
f o r a d d it io n a l o f f e r s
•
CCFFUU. 0
. 011
CCFFUU. 0
. 022
VVie
ieww
AAccccoouunntt
RReeqquueesst t
CCrreedditit
C u s t o m e r r e c e iv e s
p h y s ic a l g o o d s
C u s t o m e r r e c e iv e s
s h ip p in g n o t e ( e - m a il)
C u s t o m e r v ie w s h is
a c c o u n t ( s e lf s e r v ic e )
•
•
•
A d d p ro d u c ts to
s h o p p in g c h a r t
C h e c k s a d d it io n a l
o ffe rs
E n t e r s h ip p in g in f o .
C heck out
A p p r o v e C r e d it
R e q u e s t C r e d it
•
•
•
D u e to a d a m a g e d
p ro d u c t th e c u s to m e r
r e q u e s t 1 0 % d is c o u n t
a n d c r e a t e s a c r e d it
m em o
•
T h e o r d e r is r e le a s e d
f o r p ic k in g
•
•
C le r k a c c e p t s t h e
c r e d it r e q u e s t .
M a n a g e r a p p ro v e s a s
w e ll
C r e d it m e m o is
g e n e ra te d
•
IN
I NVV. 0
. 011
T h e in v o ic e is
a u t o m a t ic a lly
g e n e ra te d
R e c e iv e P a y m e n t
CCPPAA. 0
. 011
•
L e t t e r t h a t w ill b e
u s e d in t h e e - m a il
c a m p a ig n is d e f in e d
A ll e - m a il n o t if ic a t io n s
a re s e n t
In
Invvooicicee OOrrddeerr
RRPPAA. 0
. 011
PPaayy th
thee BBaala
lannccee
•
•
•
T h e o r d e r s is s h ip p e d
Pay
CCRREE. 0
. 011
AApppprroovvee CCrreedditit
RReeqquueesst t
•
•
In v o ic e
F u lf ill O r d e r s
OOLLSS. 0
. 011
•
EExxeeccuute
te
CCaam
mppaaig
ignn
D e f in e t h e o f f e r t h a t
is in c lu d e d in t h e
c a m p a ig n w it h
p ro d u c t n u m b e r,
d is c o u n t r a t e a n d
m o re
CCuussto
tom
meerr
RReecceeiviveess M
Maailil
T h e c u s to m e r
r e c e iv e s t h e e - m a il
T h e c u s t o m e r c lic k
o n t h e lin k in t h e e m a il t o a c c e s s t h e
w eb shop
MMAAMM. 0
. 055
PPla
lann
CCaam
mppaaig
ignn
•
T h e t a r g e t a u d ie n c e
is d e f in e d a s a lis t o f
e - m a il a d d r e s s e s
T h e c u s to m e r s e e s
t h e c r e d it m e m o ( s e lf
s e lf s e r v ic e )
T h e c u s to m e r p a y s
t h e b a la n c e .
RReecceeivivee
PPaayym
meenntt
•
T h e p a y m e n t is
r e c e iv e d b y e n t e r in g
a c a s h r e c e ip t .
2) AIM Current to Future
State Mapping
C U S .0 2 M a r k e tin g th r o u g h O n L in e S e llin g , O r d e r F u lfillm e n t a n d In v o ic in g to R e c e iv a b le
A n a ly z e M a r k e t
M a n a g e M a r k e tin g
MMAAAA.0
.011
MMAAMM.0
.011
AAnnaalylyzzee
M
Maark
rkeett
•
•
•
3) Training
•
•
D e fin e b u d g e t,
c a le n d a r, n a m e , ty p e
e tc . fo r c a m p a ig n
D e c id e c h a n n e l: e m a ils to e x is tin g
c u s to m e rs
S u b m it to m a n a g e r
•
•
Process Gaps
& Issues List
1. mmmm
2.mmm mmm
3. mm m mm
OBM: Think like a Customer
•
•
T h e c u s to m e r lo g s o n
to th e w e b s h o p
T h e p ro m o tio n p a g e
is d is p la y e d
T h e c u s to m e r c h e c k s
fo r a d d itio n a l o ffe rs
•
•
EExxeeccuute
te
CCaam
mppaaig
ignn
D e fin e th e o ffe r th a t
is in c lu d e d in th e
c a m p a ig n w ith
p ro d u c t n u m b e r,
d is c o u n t ra te a n d
m o re
•
•
•
A d d p ro d u c ts to
s h o p p in g c h a rt
C h e c k s a d d itio n a l
o ffe rs
E n te r s h ip p in g in fo .
C heck out
A p p r o v e C r e d it
•
Pay
CCPPAA.0
.011
PPaayy th
thee BBaala
lannccee
•
•
•
•
T h e in v o ic e is
a u to m a tic a lly
g e n e ra te d
R e c e iv e P a y m e n t
CCRREE.0
.011
AAppppro
rovvee CCre
redditit
RReeqquueesstt
C le rk a c c e p ts th e
c re d it re q u e s t.
M a n a g e r a p p ro v e s a s
w e ll
C re d it m e m o is
g e n e ra te d
IN
INVV.0
.011
In
Invvooicicee OOrd
rdeerr
•
T h e o rd e rs is s h ip p e d
CCFFUU.0
.022
•
L e tte r th a t w ill b e
u s e d in th e e -m a il
c a m p a ig n is d e fin e d
A ll e -m a il n o tific a tio n s
a re s e n t
In v o ic e
•
RReeqquueesstt
CCre
redditit
D u e to a d a m a g e d
p ro d u c t th e c u s to m e r
re q u e s t 1 0 % d is c o u n t
a n d c re a te s a c re d it
m em o
•
SShhip
ip OOrd
rdeerr
T h e o rd e r is re le a s e d
fo r p ic k in g
CCFFUU.0
.011
•
•
OOFFUU.0
.022
PPicickk RReele
leaassee
OOrd
rdeerr
PPla
laccee th
thee OOrd
rdeerr
•
VVie
ieww
AAccccoouunntt
C u s to m e r re c e iv e s
p h y s ic a l g o o d s
C u s to m e r re c e iv e s
s h ip p in g n o te (e -m a il)
C u s to m e r v ie w s h is
a c c o u n t (s e lf s e rv ic e )
MMAAMM.0
.055
PPla
lann
CCaam
mppaaig
ignn
•
T h e ta rg e t a u d ie n c e
is d e fin e d a s a lis t o f
e -m a il a d d re s s e s
OOFFUU.0
.011
OOLLSS.0
.033
OOLLSS.0
.022
DDisisppla
layy PPro
rom
mootio
tionn
PPaaggee
•
R e q u e s t C r e d it
•
MMAAMM.0
.044
DDeefin
finee
CCoonnta
tacctt
LLisistt
•
M a n a g e r lo g s o n to
p e rs o n a l h o m e p a g e
T h e c a m p a ig n is
a p p ro v e d b y th e
m anager
F u lfill O r d e r s
OOLLSS.0
.011
CCuussto
tom
meerr
RReecceeiv
iveess M
Maailil
T h e c u s to m e r
re c e iv e s th e e -m a il
T h e c u s to m e r c lic k
o n th e lin k in th e e m a il to a c c e s s th e
w eb shop
MMAAMM.0
.033
AAppppro
rovvee
CCaam
mppaaig
ignn
•
S e ll O n lin e (B 2 B )
•
4) Procedures
MMAAMM.0
.022
DDeefin
finee BBuuddggeett
aanndd CCaale
lennddaarr
•
A n a ly z e tre n d s in
m a rk e t
R e c o g n iz e n e e d fo r
c a m p a ig n
D e fin e C a m p a ig n
O b je c tiv e : e -m a il
c a m p a ig n to e x is tin g
c u s to m e rs
T h e c u s to m e r s e e s
th e c re d it m e m o (s e lf
s e lf s e rv ic e )
T h e c u s to m e r p a y s
th e b a la n c e .
RRPPAA.0
.011
RReecceeivivee
PPaayym
meenntt
•
T h e p a y m e n t is
re c e iv e d b y e n te rin g
a c a s h re c e ip t.
Why OBM?








Improves Customer / Applications Provider commumication
Helps Oracle think in the customer’s terms
Addresses Business Management, not just feature/function
Provides a structured approach to managing a business with Oracle
Business Flows can be used in any business as a prescriptive model
Preconfigured models reduce time & risk of implementation
Provides the tools to develop a Customer specific Process Model
Procedures integrated into Oracle Applications can become living
documentation
These business flows
clearly explain how
Oracle APS would
manage my planning!
OBM: Think like a Customer
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OBM External Presentation