Manufacturing
is no longer about making some product and shipping it to the customer. It
begins with Sales from identifying Leads and ends with service activities which
are a lifecycle by themselves and establish strong customer relationship and
potential growth prospects not just from repeat business but industry
references.
With new
age technologies at disposal on Subscribe instead of Build options,
organizations can make a quantum leap towards acquiring the desired Efficiencies
using Automation tools, Continuous Build and Leverage Knowledge using Artificial Intelligence and IOT while providing far better Reach
towards internal and external stakeholders using Mobility. We strongly
believe that with a blend of all these technology advancements, organizations
will be more than ready to take that huge leap towards that paradigm shift in
how business is done and customers delight is achieved.
Here we are
connecting Salesforce and Oracle cloud the best of breed applications.
Solution Overview:
Product manufacturing cycle:
The cycle begins with Lead creation, management of
Configuring, Pricing and quotation (CPQ) and eventually creation of Opportunities
in Salesforce Sales. The opportunity gets converted as a
'Project' in Oracle PPM Cloud (This is done with integration (Middleware: Mulesoft
or OIC)). Project specific budgets will be created in Oracle PPM Cloud
in planning phase. Project Execution starts with Project specific Requisitions
and Purchase Orders in Procurement cloud. Items will be received in project
specific Inventory and all the project costs will be accrued to the project
with help of Project Costing Cloud.
From the sales perspective, we will use the Forecasting
tools present in Salesforce Einstein AI to predict future leads and
opportunities.
Eventually, Project Contract will be initiated with
association of project and will take care of customer Billing and Revenue
recognition for the project in Project Contracts Cloud.
Customer payments will be carried out in Receivables Cloud
which is totally integrated with PPM cloud and Project contracts.
Maintenance cycle:
Once the Products are placed in service (post Erection and
commissioning), Service tickets will be created in SFDC Service and
simultaneously Maintenance project will be activated in PPM cloud with each
Service ticket created as new task in the maintenance project. (as part of
integration from SFDC to Oracle)
The process of maintenance project cost tracking is similar
to Main project. Oracle Project Contracts offers multiple billing and Revenue
methods to meet customer specific billing requirements.
Work Orders created in SFDC will be scheduled in Field
Service Console and will be pushed to Technicians Mobile applications for them
to act upon. Technicians can also raise purchase
Requisitions which will be pushed back to Oracle Procurement cloud with
maintenance project tag.
Preventive maintenance will be achieved with orchestration for IOT integration. Installed
machines will be continuously monitored for any performance slippage and on any
slippage new cases and work Orders will be automatically created.
Preventive
maintenance will also be achieved with Analysis of existing service tickets
with various predictive models and Dashboards using Einstein AI.
Significance:
- Entire end to end best in class cloud based solution with Oracle and Salesforce.
- Preventive Maintenance with IOT and AI
- Predictive analysis with Einstein AI
- Effective Project cost tracking with Oracle PPM Cloud
- Multiple Project Contracts billing methods to meet customer requirement with Project Contracts.
- Mobility based solution
- Google map integrated to view various Sales Work Orders
About the Authors:
Jayeeta Shenoy is a Lead
Consultant with Oracle Practice
Mager Guilbert Loze T. is a Senior
Consultant with Oracle Practice