White Paper: BigMachines CPQ and Oracle E-Business Suite (EBS) Integration

Integrating Oracle BigMachines (CPQ) Cloud and E-Business Suite to streamline the configure-to-quote-to-order process

Overview

The client is a leading manufacturer of physical infrastructure for Data Center, Enterprise, and Industrial environments with operations throughout 112 countries.

The demand for configure-to-order capabilities led the client to transition a major portion of their business to configure-to-order and assemble-to-order (CTO/ATO), while retaining current make-to-stock capabilities for the remainder of the business.

ennVee was asked to deliver a cost-effective solution that would address all business requirements and effectively leverage their investment in IT systems. ennVee proposed an Oracle CPQ-BigMachines-based solution that integrates with their existing Oracle E-Business Suite ERP system.

Solution Approach

Our approach was to implement Oracle BigMachines (BM) Quote to Oracle EBS Order Import Process within the client application architecture framework. This would enable CTO/ATO capabilities, thereby streamlining the entire configure-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows.

The integration would enable the client to utilize a single set of master product data between both applications and to automatically transfer data between both systems, including header-level quote totals and metadata, product line items, opportunity values, contact data, etc.

ennVee provided a single solution for the entire inquiry-to-order process, reducing duplicate data, generating more accurate sales reporting, and enabling its customers to easily submit orders online, convert quotes to orders, and approve orders through a customized workflow.

Solution Process

  1. Item Master Outbound Interface between Oracle EBS and Oracle BM
  2. Item Master related attributes Outbound Interface with Oracle BM
  3. Model BOM outbound Interface between Oracle EBS and Oracle BM
  4. Configured Part Item Inbound Interface between Oracle BM and Oracle EBS
  5. Get Net Price (Distributor Price) in BM CPQ from EBS
  6. Oracle BM Quote to Oracle EBS Order Import Process

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Topology

  • Oracle E-Business Suite (EBS) R12.x
  • BigMachines CPQ Cloud
  • Oracle Fusion Middleware
  • Oracle Forms / Reports / SQL Developer

Business Benefits

  • Client quotes to customers increased 10-fold, which increased revenue generation by 120%
  • Shortened quoting process from 3-7 days to less than one hour
  • Sales increased by 400% with zero quote error rates

This was accomplished by:

  • Streamlining multiple hand-offs for approval via automated workflow
  • Eliminating redundant data re-entry into multiple systems
  • Minimizing manual and time-intensive proposal generation
  • Maintaining consistent quote and proposal formats
  • Automating updates of CRM system with quote and order information
  • Tracking quote success rate and improving forecasts and sales reporting

 


Download the full white paper

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Are you experiencing any integration challenges? Do you want to get it right the first time? Let’s talk pain points. 

 

Let’s talk about real-time, field level integration between Oracle ERP and Salesforce CRM: COLLABORATE17

ennVee TechnoGroup Inc. is delighted to announce that Vice President of Sales & Marketing, Bill Nolan, will be presenting at this year’s OAUG COLLABORATE Conference in Las Vegas, Nevada on April 4th, 2017.

Mr. Nolan will discuss the challenges and benefits of integrating Salesforce CRM to Oracle E-Business Suite.

Additional information about the session is provided below.

Session ID: 10100

Abstract: With more than 250,000 clients using some version of Oracle EBS software and over 150,000 companies using Salesforce CRM applications the need to integrate is obvious. Real time, field level integration will allow sales people to have visibility to AVP, inventory and pricing. At the same time, information from the field and call centers will be immediately available for planning and supply chain teams to act on. However, achieving this level of integration can be challenging. This presentation will discuss several options and explain how to achieve Oracle EBS/ERP-Salesforce CRM integration

Objective 1
Bill will make people comfortable with Oracle/Salesforce integration

Objective 2
People will see how they can keep Oracle EBS after Salesforce CRM is brought in

Objective 3
IT executives will give internal Sales and Marketing clients what they want without disrupting the Oracle platform

 

Add it to your calendar: http://bit.ly/ennVeeCOLLABORATE17

Oracle Field Service could have taken the CHILL off my weekend

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By: Bill Nolan

I had a frustrating weekend waiting for my three month old heating unit to be repaired.  This is all the more annoying to me because the firm I work for, ennVee TechnoGroup, specializes in implementing Oracle Cloud applications. We have implemented Oracle Service Cloud for a wide range of companies, but unfortunately the firm I bought my heater from is not running Oracle.

Having a person with the appropriate skill set arrive at the correct location with the parts needed to fix a customer’s product during the time window agreed upon is something we expect, actually achieving this is challenging.

The underlying goal of Field Service is to never have a customer WWK (waiting without knowing).  Over the last few days I spent plenty of time in the Waiting Without Knowing Zone.

After my initial call for service I was told to expect a technician between 10am and noon.  He arrived at 2:20pm after I placed two more calls, only to tell me he did not have the part necessary for the repair.

I began to understand the power of a good Field Service application.

When we implement Oracle Field Service we integrate CRM, ERP, Billing and HRIS to prevent people from finding themselves in the cold Waiting Without Knowledge like me. 

I was appreciative on the second day when the right person finally showed up with the right part and fixed our heat.  The technician seemed surprised; he said most people in this situation would be cursing at him.  This seems like a frequent occurrence.

The way I see it, he did not create the problem, his firm’s lack of a functioning Field Service Application was the issue.

ennVee implements and upgrades Oracle OFS and 3rd party modules to provide a seamless Customer Support experience.   

Our service-focused Cloud solution allows firms to optimize their call center operations. 

Access to HRIS means that the technician with the right skill set arrives at the right location on      time.

Integration to ERP assures that the correct parts are available and replaced in inventory.

Warranty information is checked, Financials are updated and customers are invoiced if necessary.

Finally, information is captured to expand the Knowledge Base in the Oracle Knowledge Management System.

My neighbor suggested that I write a disparaging Yelp review for the company that left me in the cold.  Instead,  I plan to contact them this week to see about scheduling an OFS presentation.