Presentation from OAUG Endeca SIG Collaborate 2015 session.

1. REMINDER
Check in on the
COLLABORATE mobile app
Endeca SIG
Session ID#: 10074
Jasmine A
2:00 – 3:00 PM
Tuesday, April 14th
@j_josephine

2. Agenda
■ Introductions and SIG Business
■ OAUG Celebrating 25 Years
■ Oracle Endeca EBS Extensions Roadmap
■ Panel Discussion
■ Q&A
■ Closing Comments
■ Appendix – Collaborate 15 Endeca Sessions

3. Endeca SIG Leadership Team
■ George Somogyi, Co-Chair: George is a Director of IT with
Newedge, LLC, a global leader in the execution and clearing of
futures and options.
■ Kirby Lunger, Co-Chair: Kirby is the Chief Sales and Marketing
Officer at Performance Architects.
■ Jeffrey Reid, Subcommittee Chair – Oracle Endeca
Information Discovery (OEID) and Oracle Endeca Commerce:
Jeff is a Channel Manager for RealDecoy.
■ Ramesh Kumar, Subcommittee Chair - Endeca EBS
Extensions: Ramesh is the Managing Partner at eAlliance
Corporation..

4. OAUG Endeca SIG Focus
■ The goal of the Endeca SIG is to provide information to help you enhance your knowledge about
the Endeca suite of products, such as Oracle Commerce and Oracle Endeca Information
Discovery (OEID) (including the Oracle E-Business Suite Extensions for Oracle Endeca).
■ Why should you join OAUG and participate in the Endeca SIG? Benefits include:
▪ Education and Training. Access regularly-scheduled webinars from Oracle’s product
teams and Endeca customers and partners.
▪ Networking. Connect with your peers and other leaders in the Endeca customer and
partner community both through the SIG’s social media channels as well as through
attending events such as the Endeca SIG group meetings at OAUG Collaborate and
Oracle OpenWorld.
▪ Professional Development. Apply for a volunteer role and take advantage of the
opportunity to participate in areas such as communications, recruiting or facilitating a
domain area that you might not get to work on in your “day job!”

6. OAUG membership helps you
• Find answers
• Network with users and
experts
• Influence Oracle

7. Visit the OAUG in Booth 1237
• Find out why 96% recommend membership
• Play virtual baseball for prizes
• Talk to OAUG Customer Support Council reps
• Enter to win COLLABORATE 16 registration
• Save up to $100 on OAUG membership

8. OAUG25.org
• It’s the OAUG’s 25th anniversary and the gifts
are for you!
– Free access to members-only content
• OAUG Insight magazine
• Conference paper
• Webinar recording
• Support in Focus newsletter
– Enter to win COLLABORATE 16 registration

9. Learn More Today!
• Talk to membership volunteers & staff
Sunday at the Breakers Registration
Counter near Ballroom F
• Visit booth 1237 in the exhibit Monday
through Wednesday

12. This is a slide title for a slide with just the
title line (e.g., images/diagrams below)

13. Anurag Malik,
Director, Product Management
EBS Extensions for Endeca Updates and
Roadmap
You may complete the session evaluation either
on paper or online via the mobile app

14. Endeca EEE – Transforming Data to Create an
Information Driven Business: Jason Bletz, Managing
Partner @ Tribus Point
Data Domain Management with Self-Service: Jeff
Reid, Partner Manager @RealDecoy
OBI Apps vs. Endeca Extensions What's the Best Way
to Solve Our Reporting Challenge? Gustavo
Gonzalez, CTO @ IT Convergence
Process Chargebacks using Endeca: Robin Walker,
Managing Partner, Caliber Services, LLC
You may complete the session evaluation either on
paper or online via the mobile app
Endeca Panel Discussion

15. Endeca EEE – Transforming
Data to Create an Information
Driven Business
Jason Bletz,
Managing Partner, Tribus Point
jason.bletz@tribuspoint.com
Cell: 847-754-0295
Jason has more than 20 years experience in Information Technologies in various industries and
over 17 years experience with Oracle Applications and Business Intelligence. He has assisted
many companies with the implementation of and deployment of strategies for logistics, supply
chain management, Order to Cash and Channel Revenue Management.
As an accomplished Oracle Implementer and Project Manager, Jason provides expert advice
enabling clients to get optimal value from their investment in Oracle solutions. His industry
experience covers small to medium size business as well as large multinational organizations
across all major sectors including Manufacturing and Distribution, Service, Healthcare, Bio Tech,
Utilities and Public Sector.

16. Endeca EEE – Transforming Data to Create an
Information Driven Business
Background
 Oracle EBS install
 Oracle Financials
 Order to Cash
 Channel Revenue Management
 Custom Reporting
 24 independent reports slicing data
▪ Each report specific to a dimension / measurement
▪ Data was specific to closed claims only
▪ No available tool for identifying issues and driving to resolution

17. Endeca EEE – Transforming Data to Create an
Information Driven Business
Endeca
■ Approach
 Leverage out of the box dashboards
 Add additional fields to data stores
 ETL tweaks to include a computational package
and to include the additional views
 EQL tweaks for the graphs
■ Consolidated single page dashboard
 Drill down graphs
 Multiple dimensions per graph

18. Endeca EEE – Transforming Data to Create an
Information Driven Business
Highlights
 Actionable
 360 degree view of claims (open and closed)
 Visualize critical points of data in one view
 Measure, identify, prioritize and resolve loop to manage real
time issues and opportunities
■ Consolidated single page dashboard
 Drill down graphs
 Multiple dimensions per graph

19. Data Domain Management with Self-Service
OEID
Jeffrey Reid
Partner Manager
jeff@realdecoy.com
■ Nine years of focus on the Endeca Commerce and Endeca
Information Discovery platforms in a variety of roles
■ An educator at heart, involved in the delivery and creation of
content geared towards the enablement of 100s of partners
and customers worldwide
■ Certified Oracle Endeca Information Discovery
Implementation Specialist
■ Subcommittee chair of the OAUG Endeca Sig

20. Data Domain Management with Self-Service
OEID – Background
 Data and
Content
Provisioning by
End-User
Add New Data
 Intuitive Analytic
Visualizations
 Detailed Record
Characteristics
 Share and Collaborate
See New Patterns
 Rapidly Compose
Discovery Apps
 Leverage Pre-Built
Navigation
 Out of the Box Search
Ask New Questions
Self-Service Discovery IT Provisioned Discovery
 Innovative ETL
 Unstructured
Crawling
 Higher Data
Scale
Add New Data
 Create Advanced
Analytic Metrics
 Tuned and
Customized Text
Enrichment
 Higher User Scale
See New Patterns
 Implement Deep
Discovery Apps
 Role Based Interaction
 Highly Tuned Search
Ask New Questions
Formalize
Evolve

21. Data Domain Management with Self-Service
OEID – The Issue

22. Data Domain Management with Self-Service
OEID – The Questions
■ Do we need an automated process?
▪ Manual monitoring, or educate users on how to maintain
applications
■ Is memory or size the issue?
▪ Data domains natively sleep after a lull in usage
■ Should we limit access to the Provisioning Service?
▪ Which of our users need the ability for self-service discovery
■ Do we need to force a limit on applications?
▪ Administrators can configure a limit on the number of
provisioning service applications that can be created

23. OBI Apps vs. Endeca Extensions What's
the Best Way to Solve Our Reporting
Challenge?
Gustavo Gonzalez, CTO IT Convergence
■ Oracle ACE Director Specialty Applications
■ More than 15 years Oracle Applications Experience
■ Head of IT at IT Convergence since 2006
■ Co-Author “Oracle E-Business Suite Financials
Handbook 3rd Edition”
■ Technical Editor “Oracle Fusion Applications Development and
Extensibility Handbook”
■ Member of the Oracle EBS Customer Advisory Board
■ Member of the Oracle Usability Advisory Board
■ Project Manager of the R12 Upgrade at IT Convergence
■ Project Manager of R12.2 Beta Program & Early Adopter
■ Project Manager of Fusion Apps Implementation at ITC
@ggonza4itc

24. Gustavo Gonzalez Contact Information
Blog
itconvergence.blogspot.com
LinkedIn
www.linkedin.com/company/it-convergence
YouTube
www.youtube.com/user/ITConvergenceMKT
Twitter
@IT_Convergence
Gustavo Gonzalez, CTO @ IT Convergence
gfgonzalez@itconvergence.com
cto@itconvergence.com
+1 (415) 962-8604 // +54 (11) 4000-8484
Twitter: @ggonza4itc LinkedIn: bit.ly/ggonza4itc

25. OBI Apps vs. Endeca Extensions What's the
Best Way to Solve Our Reporting Challenge?
Key objectives for a reporting plan
■ Current operational challenges
■ A company-wide approach to data management
■ Access to a unified and integrated view of your company’s
core data
■ Integrated and unified data view

26. OBI Apps vs. Endeca Extensions What's the
Best Way to Solve Our Reporting Challenge?

27. OBI Apps vs. Endeca Extensions What's the
Best Way to Solve Our Reporting Challenge?

28. OBI Apps vs. Endeca Extensions What's
the Best Way to Solve Our Reporting
Challenge?

29. OBI Apps vs. Endeca Extensions What's the
Best Way to Solve Our Reporting Challenge?
Conclusions
■ Categorize your “Personas” into the styles
■ Understand their needs
■ Evaluate your budget
■ Start small

30. Process Chargebacks using Endeca
Robin Walker,
Managing Partner
Caliber Services, LLC
rwalker@caliber-services.com
+1 (609) 680-6180

31. Process Chargebacks using Endeca
Business Case Scenario
Pharmaceutical Manufacturer receives chargebacks sent by wholesaler via EDI
Dispute Reason Resolution Path (Fix Master Data)
• Invalid Customer • Fix customer record
• Invalid Price • Fix price list
• Invalid line / Line is duplicated • No resolution
• Agreement is Null • Request for resubmit
• Calculated Amount does not match with claimed amount • Approve calculated or claimed amount
• End Customer Name missing • Request for resubmit
Validation Attributes
End Customer End Customer Price list
Product End Customer Price
Quantity Wholesaler Price

32. Process Chargebacks using Endeca
Metrics, Tag Cloud, Pie Chart
Chargeback Metrics
• Debit Memo count
• Line Count
• Lines > 7 days (from date
received)
• Chargeback line total
• CB Amt > 7 days
Chargeback batch “Dispute Codes”
are represented via
• Tag Cloud – volume represent
display size
• Pie Chart with distinct colors
• Tag Cloud / Pie Chart are used
to allocate the work

33. Process Chargebacks using Endeca
Data Grouping
Grouping
• Customer
• Price
• Dispute
• Other
• Counts

34. Process Chargebacks using Endeca
Bar Chart by Price List
A key role by
Price lists
Represented
in
Bar chart with
distinct colors
Tag Cloud to
capture the
relevance

35. Process Chargebacks using Endeca
Chargeback Processing using Endeca
Chargeback Functionality
 Track Chargeback Data
 Chargeback Data Metrics
 Data grouping by Dispute Code
 Distinct views by Dispute category
 Charts with Dimensions
Time line
Server Configuration - 2 days
• Endeca (1 day)
• Clover (1 day)
Endeca Configuration - 3 days
• Custom view (1 day)
• Attribute Management (4 hrs)
• Linking custom view (2 hrs)
• Loading initial data (2 min)
• Building 5 graphs (8 hrs)

36. Panel Q&A
You may complete the session evaluation either
on paper or online via the mobile app

37. Closing Comments!
Endeca SIG Contacts
George Somogyi
gsomogyi@comcast.net
Jeff Reid
jeff@realdecoy.com
Kirby Lunger
kirby.lunger@performancearchitects.com
Ramesh Kumar
rkumar@ealliancecorp.com
Join our SIG at the OAUG web site:
http://oaug.org/communities/sigs
Stay in Touch with our Endeca SIG
Twitter: @EndecaOAUGSIG
OAUG Endeca SIG web site: http://endecasig.oaug.org/
Linked-In Group:
http://www.linkedin.com/groups/Oracle-Applications-Endeca-SIG-5070991

38. Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app
The Endeca SIG Board

39. Appendix
Endeca Sessions at Collaborate 15
You may complete the session evaluation either
on paper or online via the mobile app

40. EBS Extensions: Collaborate Content
 10263: Oracle EBS extensions for Endeca vs.. OBI Apps: What’s the
best way to solve our reporting challenge?
 Mon. April 13| 2:00 PM - 3:00 PM | Room Jasmine C
 10455: Oracle EBS R12 Receivables Extensions for Oracle Endeca
 Mon. April 13| 2:00 PM - 3:00 PM | Room Breakers F
 10607: Meet the Experts: Oracle E-Business Suite Extensions for
Oracle Endeca
 Mon. April 13| 2:00 PM - 3:00 PM | Room Breakers G
 10449: Oracle E-Business Suite Extensions for Oracle Endeca: How
to Customize?
 Mon. April 13| 3:15 PM - 4:15 PM | Room South Seas H

41. Oracle EID: Collaborate 15 Content
 562: Innovation, Big Data and the Internet of Things
Mon. April 13 | 9:15am – 10:15am | Room Jasmine E
 10497: Using Integrator For Data Loading: Navigating Clover ETL
for Oracle Endeca Information Discovery
Mon. April 13 | 12:45 PM - 1:45 PM | Room South Seas H
 936: Big Data Discovery – Enabling Business Analysts to Find
Value in the Data Lake
Mon. April 13 | 12:45 PM - 1:45 PM | Room Jasmine E
 10457: Improving continuum of care and quality with Endeca
Information Discovery
Mon. April 13 | 3:15 PM - 4:15 PM | Room Jasmine C
 10496: Empowering Self-Service Discovery with Data Mashups in
Oracle Endeca Information Discovery
Thurs. April 16 | 9:45 AM - 10:45 AM | Room South Seas D