Overview of all the benefits of IFS Metrix Service Management and cloud deployment.

1. M5 Implementation in
Orbotech
1 | Corporate IT

2. Olga Rahimi
• Married + 2
• Applications Manager
• 25 years in Orbotech
• Lead and participated in all major projects in Orbotech
o
Finance, Logistic, HR, CRM, BI, B2B, Cloud etc.
2 | Corporate IT

3. Focus Project
• Company Overview
• Customer Support in Orbotech
• Project Scope
• Challenges / Complexities
• ‘How did we do it?’
• Main Benefits
• Key Success Factors
3 | Corporate IT

4. Company Overview

5. Virtually Every
Electronic Device
in the World is
Produced Using
Orbotech Systems
5 | Corporate IT
Leading supplier of
production, inspection,
and testing equipment

6. The Industries We Serve
Bare PCB Production
Installations
(# of systems)
FPD Manufacturing
Recognition
1,700
1,000
11,500
Electronic Components
Manufacturing
6 | Corporate IT
Solar Power

7. Orbotech in the Electronics Supply Chain
Flat Panel
Displays (FPD)
Touch Screens &
Electronic
Components (ECM)
Printed Circuit
Boards (PCB)
Essential player in the mobile eco system
7 | Corporate IT

8. Global Presence
o
o
o
40 offices worldwide close
to customer sites
1650 employees
Headquarters and main
R&D in Israel
North America
Europe
Israel
Pacific
Japan
Employees: 220
CS Centers: 4
R&D Center: 1
Production: 1
Employees: 150
Offices: 6
CS Centers: 3
R&D Centers: 2
Production: 2
Headquarters
Employees: 610
Main R&D &
Production: 1
Employees: 650
Offices: 18
CS Centers: 20
R&D Center: 1
Production: 2
Employees: 110
Offices: 1
CS Center: 1
R&D Center: 1
8 | Corporate IT

9. 9 | Corporate IT

10. M5 Implementation in
Orbotech
10 | Corporate IT

11. Project Scope - Processes
Implement all Customer Support related processes
Overall 50 main business processes
• Business
• Operations
• Logistics
• Finance
11 | Corporate IT

12. Project Scope – BI & Integration
BI
• CS Business & Operational analyses
• CS P&L analysis
• 360°
• Reports
Integration
• Oracle Applications ERP
• SECORA - DRM
• Orbotech Licenses system
• Orbotech Strategic Items system
• Email
12 | Corporate IT

13. Challenges / Complexities
• Customer Support
• Project Team – representation, availability, size
• 2 Divisions / 4 Subsidiaries – different way of working
• Very demanding customers – ‘my way or no way’
• Constantly changing needs
• Distributed organization – 40 offices
• Cultural & language issues
13 | Corporate IT

14. Challenges / Complexities
• Everything is new!
• New System 
• New development platform – M5 studio & MS
• New Integration tool – BPEL
• New BI infrastructure & concept
• New reporting tool & concept
• New ‘Old system’
14 | Corporate IT

15. “How did we do it?”
15 | Corporate IT

16. Orbotech IT Implementation Methodology
1
Need Initiative
Project Go/No Go
G1
2
Vendor/
System
Selection
PO
Approval
3
G2
Project
Planning
SOW
Approval
4
G3
Req.
Definition
Requirements
Approval
5
G4
Mapping
Development
Spec.
Approval
6
G5
Develop.
7
G6
8
CRP’s
(Pilots)
G7
Accept.
Test
G8
System
Approval
9
Deployment
16 | Corporate IT

17. Project Structure
Forum IT
(Management)
Steering
Committee
Project
Managers
(CS & IT)
CS Primary
Team
17 | Corporate IT
IFS Project
Manager
CS Advisory
Team
Logistics
Finance
SOA
IT Teams
IFS Teams

18. How did we do it?
Business
Processes
Integration
Conversion
Reports
BI
Document
End User
Training
Design Review – 4 weeks of processes validation, gap analysis and decision taking
Select tools
Oracle ERP
Defining
(HR, Finance,
Logistic,
Infrastructure)
Mapping
Gap
analysis
Resolving
Gaps
DRM
Strategic
Items
Population
Data Mapping
Conversion
programs
Authentication
and security
7 Cycles
Standards &
generic
functions
Data validation
Corrections
Licenses
system
Email
18 | Corporate IT
•SSRS
•Cognos Report
Studio
•WorkSpace
Reports
population
Design &
Programming
‘Self Service’
BI concept
BI Tools
Golden gate
ODI
UC4
Star
Schema DW
60 analyses
360°
dashboard
Oracle UPK
~700 Trainees
Training
supplier
Document
processes
“See It”
“Try It”
“Test It”
Training
materials
Train the
trainers
11 Trainers
5 Parallel
weeks
27 Locations

19. How did we do it?
Business
Processes
Integration
Conversion
Reports
Document
BI
End User
Training
Design Review – 4 weeks of processes validation, gap analysis and decision taking
Select tools
Oracle ERP
Defining
Mapping
Gap
analysis
Oracle UPK
BI concept
Unified processes, yet - – Episode 1
Population
Behind the scenes
Training
(HR, Finance,
Logistic,
Infrastructure)
•SSRS
•Cognos Report
Studio
•WorkSpace
11 Trainers
BI Tools
supplier
Golden gate
Flexible Data Mapping to effectively accommodate
enough
ODI
Authentication
divisional and geographic nuances Document
Conversion
processes
DRM
UC4
and security
One table - Many teams
programs
Learning process
Standards
Star
7 Cycles
•IT Learning the CS – CS learning IT&– CS learning CS
Strategic
generic
Schema DW
Resolving •Common ground
functions
Items
Data validation
Gaps
60 analyses
•‘One System’
Reports
Corrections
population
•‘Finding the Balance’
Licenses
system
Email
19 | Corporate IT
~700 Trainees
Design &
Programming
‘Self Service’
360°
dashboard
T
1
T
1
T
2
5 Parallel
weeks
27 Locations
“See It”
“Try It”
“Test It”
Training
materials
Train the
trainers
T
T
2
3
T
3

20. How did we do it?
Business
Processes
Integration
Conversion
Reports
BI
Document
End User
Training
Design Review – 4 weeks of processes validation, gap analysis and decision taking
Select tools
Behind the scenes Episode 2
We also had weekends!•SSRS – BI concept Oracle UPK
•Cognos Report
Oracle ERP
Defining
Training
Guilin,Finance,
China Population Development Bi Tools
Studio
(HR,
Many teams - Working Togethersupplier
Logistic,
Infrastructure)
Data Mapping
•WorkSpace
~700 Trainees
11 Trainers
Golden gate
5 Parallel
Document and testing
ODI
weeks
2 CRPs (Conference Room Pilot) – 2 Authentication
weeks of System functional validation
Conversion
processes
UC4
and security
Gap
programs
27 Locations
“See It”
DRM
analysis
“Try It”
Standards &
Star
7 Cycles
“Test It”
generic
Schema DW
Resolving
Mapping
Trust Building
Strategic
Gaps
functions
Data validation
•‘IT understand us’
Items
Reports
Corrections
•‘They can deliver’
population
Licenses
•‘Wesystem
found a common ground’
Design &
Programming
Email
20 | Corporate IT
‘Self Service’
60 analyses
360°
dashboard
Training
materials
Train the
trainers

21. How did we do it?
Business
Processes
Integration
Conversion
Reports
BI
Document
End User
Training
Design Review – 4 weeks of processes validation, gap analysis and decision taking
Select tools
North China
•SSRS
•Cognos Report
Studio
•WorkSpace
Oracle ERP
Japan concept
BI
Oracle UPK
~700 Trainees
Training
Development Bi Episode 3
Behind the scenes – Tools
supplier
Defining
(HR, Finance,
Logistic,
Infrastructure)
11 Trainers
Golden gate
5 Parallel
Document and testing
ODI
weeks
2 CRPs (Conference Room Pilot) – 2 Authentication
weeks of System functional validation
processes
UC4
and security
Gap
27 Locations
“See It”
Population
DRM
analysis
Amazingly dedicated teams
“Try It”
Standards &
Star
Corrections
“Test It”
Data Mapping
generic long Schema DW
•Two weeks (including weekend),
hours
Resolving
Mapping
Gaps
One team - Many Locations
Strategic
functions
Items
UAT – •Training, Conversion Approving
Final User Acceptance testing (2
Testing,
programs
Taiwan
Reports
Training
weeks * 5 location) - materials
~90 users
60 analyses
US & Europe
•During short breaks – asking more questions
population
Licenses
7 Cycles
360°
•Very high mutual trust
system
Data validation
Design &
Programming
dashboard
And when we got tired, we did some exercise
Email
Corrections
21 | Corporate IT
‘Self Service’
Train the
trainers

22. How did we do it?
Business
Processes
Integration
Conversion
Reports
BI
Document
End User
Training
Design Review – 4 weeks of processes validation, gap analysis and decision taking
Select tools
Defining
Oracle ERP
BI concept
•SSRS
•Cognos Report
Studio
•WorkSpace
Population
Oracle UPK
~700 Trainees
Development
Training
Data validation
functions
Training
Corrections
Reports
population
11 Trainers
Bi Tools
supplier
Data Mapping
Golden gate
5 Parallel
Mapping
Document and testing
ODI
weeks
2 CRPs (Conference Room Pilot) – 2 Authentication
weeks of System functional validation
Conversion
processes
UC4
and security
Gap
programs
27 Locations
“See It”
DRM
analysis
“Try It”
Standards &
Star
Corrections
7 Cycles
“Test It”
generic
Schema DW
Resolving
Gaps
(HR, Finance,
Logistic,
Infrastructure)
Strategic
Items
UAT – Final
User Acceptance testing (2 weeks * 5 location) - materials
~90 users
60 analyses
Licenses
system
Fine Tuning
Email
Train the
trainers
End User Training
Design &
Programming
360°
dashboard
‘Self Service’
Deployment – Production env., Conversion, Setup, release customizations, Go Live Approval
July 22nd 2013 – Focus Go Live
Major locations 3-5 weeks On Site support by IT Team
22 | Corporate IT

23. Main Benefits
23 | Corporate IT

24. Main Benefits
1.
Improved Contract Management
Ability to support various Terms & Conditions
Improved Operations Effectiveness
Better Control
ImprovedVisits, Coverage hours, Amounts)
Quoting Process
a. Entitlements (# of PMs, Parts,
Minimize revenue loss
b. Part exclusions
1. Special discounts and price lists – processes
1. c. 1.Comprehensive ECO management
QuoteAutomated approval comprehensive connectivity
 Request  Contract
1. Request  Quote  Contract – comprehensive connectivity
2. Grace quotingmanagementfor billable activities.
Full ‘Step mechanism PM and Installation by product
2.
Period by Step’
2.Alert Contract, Requests, Invoices, Quotation, Part Requests
2.
mechanism based contract coverage & entitlements
3. Contract maintenance tools expert recommendations
Initial quoting based on RC
3.
Approval training
3.3.Automated recommendationprocess customer
Customer by mail to quote the
4. a. Copy – contract and / or line
Quote versions management
4. 2. Alert recommendations capabilities (parts and labor)
4.Structured mechanism
Further of hierarchy
5. b. Mass update Actions details (pricing and terms)
Approval process &contract management
5. Commitments fulfillment – call back, arrival & Machine up
3. Mail last price comparison
6. Automatedand notifications upon events amount, minimum, price,
List price approval process & hierarchy (by discount,
4.
5. Product history & Configuration
payment Assignments, Commitments
terms)
24 | Corporate IT

25. Key Success Factors
25 | Corporate IT

26. Key Success Factors
• Good system
• Good plan – detailed, milestones
• ‘It’s all about People’
• QA, QA, QA – 100% readiness
• Partnership with the Vendor
26 | Corporate IT

27. Q&A
27 | Corporate IT

28. THANK
YOU
28 | Corporate IT