Client Case Study- Integrating ServiceMax and Oracle EBS

A leading manufacturer of commercial printing solutions integrates Oracle EBS and ServiceMax to increase cost savings and time optimization.

Solution Background

The customer provides graphic and precision solutions and is headquartered in Japan with its North America office located in Chicago, IL. They are one of the largest manufacturers and suppliers of system components for the prepress and printing industries worldwide. 

After implementing ServiceMax to manage their after-sales operations, the customer needed to integrate ServiceMax with its back-office Oracle E-Business Suite (R12) system. The customer needed ennVee’s help to create a holistic solution, enabling the seamless and automated exchange of data between Oracle E-Business Suite and ServiceMax.

 

Key Requirements:

Build interfaces between Oracle E-Business Suite and ServiceMax to automatically:

  • Send and receive all order information to process the order in Oracle Order Management.
  • Synchronize the work order information in both systems.
  • Handle all errors, exceptions, or reconciliation requirements.

 

ennVee Solution

ennVee developed interfaces to connect Oracle E-Business Suite and ServiceMax, and designed a custom solution to automate the following processes:

  • Raising and Tracking Service Requests in ServiceMax, and integrating the requests with Oracle E-Business Suite.
  • Maintaining parts prices in sync across both systems.
  • Sending Work Order information to ServiceMax.
  • Creating labor orders in Oracle Order Management before processing them for invoicing.
  • Validating the order, returning used parts to inventory, and taking the line to closure in Oracle E-Business Suite.

 

Eight key business process functionalities were addressed:

  1. A work order is entered into ServiceMax and a sales order is entered in Oracle E-Business Suite whenever there is request from a customer for parts installation.
  2. A sales order entered into Oracle E-Business Suite will contain the quantity of the order placed and picked by the Engineer.
  3. An interface sends the information to ServiceMax, and the work order number in ServiceMax is updated along with the parts that are selected for installation.
  4. After the installation is done at customer site, labor and expense charges are entered in ServiceMax for the respective work order.
  5. Information is brought into Oracle E-Business Suite to create a sales order for the invoices and labor charges.
  6. The Engineer inputs the parts used during installation into the work order and completes the work order.
  7. This information is also brought into Oracle E-Business to perform a back order for any unused parts and to close the order line.
  8. There is an interface that runs daily to synchronize the prices of the parts in Oracle E-Business and ServiceMax, and sends over any parts that have undergone a price change or were recently added (new parts).

 

Solution Approach

We designed and built four interfaces that would provide the various functionalities required by the customer. 

  • Interface 1 – Outbound from Oracle EBS (to extract the parts and pricing information to be sent to ServiceMax). Data will be extracted from Oracle EBS into a .CSV file, which will be sent to an inbound ServiceMax server via FTP.
  • Interface 2 – Outbound from Oracle EBS. Whenever a service request is raised for installation of parts, a sales order is created in Oracle EBS. This order will have customer information, work order number, parts (items number), quantity, price, engineer bin location, shipped quantity, picked quantity, etc. All of this information is extracted and sent to ServiceMax via .CSV file.
  • Interface 3 – Inbound to Oracle EBS. An Order for Labor charge will be entered in ServiceMax and sent to Oracle EBS for a sales order creation. After, a sales order for the labor/service charges will be created in Oracle EBS and invoice-ready.
  • Interface 4. The engineer will enter the parts used and all detailed information when the work order number is closed in ServiceMax. This information will be pushed to Oracle EBS, similar to the work order number, parts consumed, closing comments, work order closed date, etc.

 

Business Benefits

As a result of the new integration between ServiceMax and Oracle E-Business Suite, the customer benefitted immensely from a cost savings and time optimization standpoint. With an automated process for raising, tracking, and accessing Service Requests in Oracle E-Business Suite, the customer was able to reduce operational costs, nearly eliminating any manual intervention in the Service Request process. Automating the flow of data between systems enabled drastic business growth and yielded a faster exchange of data across the system.

 

Visit our website for additional case studies.

 

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

Business Intelligence Beyond Discoverer

Oracle Discoverer will no longer receive support after June 2017. ennVee has developed a cost-effective tool that helps businesses migrate all Discoverer data into Microsoft Power BI.

What’s your exit strategy?

After June 2017, the inevitable will occur- Oracle will no longer support its business intelligence tool, Discoverer. Organizations will no longer receive Discoverer support and are at risk of not being able to integrate with your other applications as they continue to receive new patches and updates.

The thought of even having a backup plan is overwhelming but again, inevitable. The demand to migrate to another BI tool is overwhelming and one that is not accounted for in your budget. Companies are shying away from Discoverer’s savvy and more expensive cousin, OBIEE. The cost is significantly higher than Discoverer, but all reports and data could be migrated without much issue. What if there was a way to reduce the cost complexity entirely?

Consider this…Migrating to Microsoft Power BI

ennVee TechnoGroup has developed a custom tool that automatically migrates all Discoverer workbooks and sheets into Power BI. The tool enables Discoverer users to maintain all filters and data with the increased ability to generate meaningful graphs. Microsoft’s Power BI application is packaged into all Office 365 subscriptions (along with Word, Excel, Outlook, etc.) at no additional cost. It provides similar functionalities as Discoverer including: ad hoc querying, data analysis, reporting, and publishing capabilities, all at a similarly structured price (‘Pro’ version billed annually per user, or ‘Free’ version packaged into Office 365).

How does this impact your business?

  • A single workbook can be displayed in one dashboard and shared across users
  • Craft meaningful interactions with your audience
  • Generate actionable insights immediately
  • Universal usability, meaning non-technical employees can build reports without any extra training required

Continue reading “Business Intelligence Beyond Discoverer”