Extend Document Visibilityith B2B F kwith B2B Framework

for Sterling IntegratorTMg gChris Halvorson, Director, Integration Services, Oxford Consulting

Trevor Richards, Delivery Manager, Oxford Consulting Sean Vasquez, Programmer/Analyst, Oberto Sausage Company

Agenda

• Oxford Consulting Snapshot • Order Management Challenges• Order Management Challenges• What is the Document Management Interface (DMI)?

DMI B fit• DMI Benefits• DMI Product Demonstration

Ob S C DMI i i• Oberto Sausage Company – DMI in action• Questions?

Oxford’s SnapshotHeadquarters: 

Columbus, OH, US

Geographic Footprint: Primary – US; Secondary – Canada, Mexico, Spain, Brazil, Portugal, UK and Netherlands

Employee Base: Corporate Staff ‐ 20

Consultants‐ 135 nationwide

Industries Served:Health Care, Manufacturing,  Retail, 

Transportation, Financial, Automotive, 

Strategic Partnerships: SAP, Sterling Commerce Partnerships: eCOM Asia SEEBURGER Axway IBM Inovis

Consumer Products

Partnerships: eCOM Asia, SEEBURGER, Axway, IBM, Inovis 

Order Management Challenges

Business Challenges• Need to track docs by

IT Challenges• Balance business• Need to track docs by

business function• Need to empower

• Balance business needs with IT capabilitiesNeed to empower

business users• “Lost” orders

p• Limited Resources• Agility & speedLost orders

• End-to-end monitoring• Historical perspective

Agility & speed• Scalability

Historical perspective

What is Document Management Interface?

Built on top of B2B Framework, leverages over 100 pre-built processes to support document managementCan accessed directly or via SI portletProvides integrated portal interface within SI to track and trace documents/messages flowing through SI messagetrace documents/messages flowing through SI message frameworkProvides “Resend”, “Reprocess” and “Re-envelop” functionalityDocument visibility can be maintained after SI tables have been archivedbeen archivedDeveloped on J2EE platform

DMI Benefits

• 360° view of documents– See documents at every step of the processy p p– Slice & dice data based on business needs or data attribute

(customer, status code, communication type)

• Ease of reprocessing• Ease of reprocessing– Download/manipulate data directly from document view– Reprocess, re-envelope, resend directly from document view– Dramatically reduces time required to process/reprocess

exceptions

• Data Access– Can access archived Sterling Integrator data from same document

dashboard

DMI Benefits, ctd

• Improved productivity– Enables business communityy– Increase efficiencies by up to 25%

• Improved customer serviceR d f t t t i i i– Respond faster to customer inquiries

– Improved reaction time to exceptions

• Extended IT asset reach• Extensible/customizable to ensure 100% fit

PRODUCT OVERVIEWB2B Framework

PRODUCT OVERVIEW

Framework Architecture

Generic Error Handling(Alert Rules)

Error Log and Reporting

AS2

Pre-Pr

Core Pr

Post-Pr

( )

MailboxClient

MailboxClient

Fax

MQ MQ

HTTP

CoreFrameworkProcesses

Receive Identify& Split Route & Transform

ocess

rocess

rocessSend

Post-Send Process

FTP

SFTP

E-Mail

AS2

JMS JMS

HTTP

ReceiveRules Message Split

RulesRouteRules Document

1 or more

SendRules MessageE-Mail

SFTPCollect

FTP

FTP

SFTP

DocumentRules

DatabaseHTTP

SIB

ReceiveProtocolHandlers

SendProtocolHandlers

Message Tracking and Audit

FTP

Generic Logging(Resend, Reprocess)

Helpdesk &Portal Users

Native Mailbox Protocols

Product Demonstration Overview

• Business ProcessesD t ti l FW b i– Demonstration only uses FW business processes

• Document VisibilityOverview of document visibility interface– Overview of document visibility interface

– Document search options• Message/Document Reprocessing• Message/Document Reprocessing

– Reprocessing– Re-envelopingRe enveloping– Resending

SI plus B2B Framework

SI Only SI Plus B2B Framework• Multiple search

methodsN h i

• Search by document attributesD t i ibilit• No comprehensive

single viewR i tl

• Document visibility gives complete viewM /d t• Reprocessing mostly

from source files • Messages/documents

reprocessed directly from document viewfrom document view

OBERTO SAUSAGE COMPANYCase Study

OBERTO SAUSAGE COMPANY

Oberto Sausage Overview

• Company-– Founded in 1918

Located in Kent WA– Located in Kent, WA– Nation’s leading beef jerky and snack food brands manufacturer– Own brands outside of Oberto, including Pacific Gold, Lowry’s &

Denver Dan’s and BitoLuv Dog Treats

• Legacy EDI Environment-– Gentran Server for UNIX 6.0 with QAD’s MFG/PROGentran Server for UNIX 6.0 with QAD s MFG/PRO– Bisync for almost all trading partners– GIS AS2 Edition for WalMart and McLane

T di P t C it• Trading Partner Community-– Migrating from selling primarily through distributors like Frito-Lay

to direct relationships at the retailer or store level– Going from less than 50 trading partners to more than 400

Oberto Sausage DMI Usage Overview

• Objective-– Document Visibility- Be able to see every step of the document, y y p ,

from original message, to final document .

• Challenge-Out of the box Sterling Integrator does not provide the level of– Out of the box Sterling Integrator does not provide the level of detail or functionality without customization Oberto required

• Solution-– Implement SI with B2B Framework– Limited consulting provided focused on design, installation and

training– Daily usage of SI done internally with 1 part time resource

Oberto Sausage DMI Advantages

• Development– NO Business Process development to support visibility needs– Only Framework Rules configuration

• Trouble Shooting– BP detail on every line of DMI dramatically reduces troubleshooting errorsy y g

• Document Status Visibility– Document in each step of the process is visible

BP detail linked to each document– BP detail linked to each document– Sent, error, ACK-OK, etc

• Robust search criteria– Search by Source or Destination Name not ID– Ability to filter results by dates, control numbers, document type– Leverage Document Reference (PO#, Invoice number) to search for

individual documents

Oberto Sausage DMI Advantages

• Message List – View documents by communication type

• Maintenance & Ongoing Management– Reduced effort to support EDI environment, allowing for other

responsibilities– Limited external consulting support

Questions?

Contact Information

Chris Halvorson, Oxford Consulting Group614.310.2700

chris.halvorson@oxford-consulting.comTrevor Richards, Oxford Consulting Group

512.633.5599trevor.richards@oxford-consulting.com

Sean Vasquez Oberto Sausage CompanySean Vasquez, Oberto Sausage Companysean.vasquez@oberto.com