© 2007 Wind River 1

Leveraging Oracle Customer Data Hub & Fusion Middleware to

centralize Wind Rivers Customer Master and streamline our Quote to

Cash Business Process

© 2007 Wind River 2

Kuldeep Tanwar

Senior Manager of Business Applications

© 2007 Wind River 3

Wind River is the global leader in Device Software Optimization

(DSO).

We enable companies to develop and run software faster, better, and at a lower cost and more reliably.

NASDAQ: WIND

© 2007 Wind River 4

Agenda1. Environment/Business Problem

2. Existing Business Process Overview

3. Technology Roadmap

4. Accomplishments

5. Challenges / Keys to Success

© 2007 Wind River 5

Environment/Business Problem

● EBS 11.5.9, DB 9.2, Siebel 6.3

● Large/Multiple Customer Databases

● Lack of Effective Integration

● Massive Record Duplication

● Significant Data Quality Issues

● Significant Business Processing Issues

● Aging CRM

© 2007 Wind River 6

Dirty Customer DataCOMPANY INDUSTRY DUPLICATES % OF TOTAL

A Aerospace 651 2.29%

B Aircraft 527 1.85%

C Semiconductor 460 1.61%

D Defense 359 1.26%

E Electronics 350 1.23%

F Systems HW Mfg 299 1.05%

G Telecommunications 274 0.96%

H Telecommunications 266 0.93%

I Telecommunications 217 0.76%

J Defense 210 0.74%

K Semiconductor 178 0.62%

L Aerospace 164 0.58%

© 2007 Wind River 7

Dirty Customer Data

Duplicate records: 16,600 – 65%

Symptoms:Returned Shipments – 150-250/year

Orders on credit check due to duplicate customers - 800/yr

Orders fail to transfer from Siebel to Oracle - 4,800/yr

© 2007 Wind River 8

Quote-to-Cash

Existing “Process”

© 2007 Wind River 9

Campaign

Lead/Prospects

Propects/Customers

Opportunity

Sales

Quote

Marketing

SIEBEL to

ORACLEInterface

Sales Orders

Trade Compliance

OE Validation

Booking Validations

Pick Release

Licensing/Install Key Generation

ManualUPS

Interface

Shipping method

Shipping & Distribution

Prod

uct,

Serv

ice

and

Ren

ewal

Quo

tes

Marketing/Sales/Order Cycle

Agreement

Funding

Billing

ExpenseTimecard

Service Contracts

Install Base

LIBRA

Scorpio

SIEBEL DB

ORACLE DB

SIEBEL - ORACLE

INTERFACE

Advance Pricing

Item BOM Interface

Payables

Invoice

Service Contracts Renewal

AR Distribution

Daily Revenue Recognition

Collections

General Ledger

Tax Interface

Oracle Applications

SIEBEL Applications

Custom Interfaces

Custom Applications/Programs

Third Party Applications

Fulfillment/Contract/Project Cycle Finance Cycle

Wind River Quote to Cash Process

Customer Self Service (Windriver.com)

Export Compliance Screening

Professional Service Quotes

Purchase Orders

PO Requisitions

Project Billing

Costing

Project Costing

Payment Manager/

Postive Pay

Auto Lockbox

Cash Management

Auto Reconcillation

Daily Rate Converation

Fixed Assets(FA)

Plumtree

Eval

uatio

n Le

ads

Quo

tes

Oracle Custom Extensions

Customer Data Base

Teleservice (TSR)

Dun & Bradstreet

Manual Interface

Automatic Interface

Sales Forecasting

RMAs & Credit Memos

QE Reporting to show pending activity status & stage

Knova Interface

Customers

Manual

Entry

Customer Entry and Support Interface

Customer Address/Contact

Entry

Project Performance

Analysis

Sales Incentive Compensation

10.7 Deferred Revenue

Manual Entry

Spreadsheet Import/Export

Manual Journal Entry

iSupport

Manual Order Entry for Quote Import Failures

Project

Resource Mgmt

Inventory Mgmt

Product & Price Sync

Trade Shows3rd Party Lead ListUser Conference

PromotionsAd ResponseOther Leads

Leads

Customer Addresses and

Contacts

۰ MULTIPLE CUSTOMER DATABASES۰ INTEGRATION: HIGH FAILURE RATE۰ MANUAL DATA ENTRY

© 2007 Wind River 10

Technology Approach

© 2007 Wind River 11

Technology Roadmap

CUSTOMERS

SALES

Sales Order Quotes

Service Contracts Quotes

CUSTOMERS

Order Management

Service Contracts

Contracts Renewal

Customer Entry

Customer Entry

Sales Person

Quote Order

Contracts Renewal

Customer Info

Service Oriented Architecture(SOA) Suite

Customer Data Hub(CDH)

Customer Credit Info

Marketing

LEADS/PROSPECTSMarketing

CAMPAIGN

Inside Sales

Dun & Bradstreet

CUSTOMERSCLEANSING &

MATCHING

*exceptional case

Service Contract Number Info Update

Sales Order # & Shipment info update

CDB TO BE Process

Trillium-Data

Cleansing

© 2007 Wind River 12

Customer Synchronization – Future State

“Holy Grail”

Customer

HubOAS10g

WebSvcs.

Sales&MarketingOracle

www.windriver.com

Partner Application

Online Support

Licensing Portal

iLearning

Single Master

( Real Time )

© 2007 Wind River 13

Tactical Plans Upgrade Siebel to 7.8 / BI

Implement Oracle Customer Data Hub

Implement Oracle SOA

Clean the Data!

© 2007 Wind River 14

What We’ve Accomplished

Reduced duplicate Customer data by 75%

“Cleansed” 95% Customer Addresses

Upgraded Siebel to 7.8 / BI

Integrated Siebel/CDH/Oracle EBS - SOA

Streamlined Quote-to-Cash process

Eliminated all Manual Integrations

© 2007 Wind River 15

Challenges

SOA Still New/Complex (but it works!)

Integration Between Siebel/CDH/Oracle

Data Cleansing – Extremely Complex

Tying it all Together – Integration/UAT

Training - Logistics

© 2007 Wind River 16

Keys to Our Success

Clearly defined Business Problem Statement

Executive Support

Proven Technology Strategy / Roadmap

Proven Technology Partner and Resources

The Best Team !!

© 2007 Wind River 17

Questions?