OIC Overview

7/25/2019 OIC Overview

1/53

Oracle Incentive/SalesCompensation

Special Interest Group (SIG) Meeting


2/53

OAUG AnnouncementsOAUG Appreciation Reception will be held on Wednesday,September 22nd from 6-8pm at the Weinstein Gallery, 301 GearyStreet (at Powell, Union Square). This event is sponsored by IBM.Please visit the OAUG kiosk, Moscone West Level 2, to obtain

your wrist band for entry.

Visit the OAUG kiosk, Moscone West Level 2, to learn moreabout the comprehensive member benefits offered by OAUG.Register for your chance to win an iPad through iPad-A-Palooza!!!

New members and members are eligible to enter.


3/53


4/53

Oracle Incentive

Compensation (OIC) SIGMeeting Agenda

SIG Leadership

Introductions

Overview of SIG and Meetings

Presentation OIC A Journey to R12

Questions and Answers


5/53

OIC SIG Leadership

Lisa Barthel-Daluge, Creative ConsultingSolutions, Inc.

Dhamo Jayabalan , EIM Solutions

Tabitha Ebert, Creative Consulting Solutions,Inc.

Srini Parimi, EIM SolutionsDavid Carlson, Oracle Representative


6/53

OIC SIG - Introductions

Name

Company

Involvement in OIC

Version of Module

Related CRM Modules What you Would Like to Gain FromOIC IG


7/53

OIC SIG - Overview

First Meeting at OAUG in September, 2003

Monthly Conference Calls in 2004

2005/06 Quarterly Calls and OAUG/OracleConferences

2 Day OIC SIG Meeting in November 2005

OAUG and Oracle Conference 2006

2007-2010 Quarterly Meetings and OAUGand Oracle Conferences


8/53

OIC SIG - Goals

Network

Share Experiences

Seek Advice

Provide Product EnhancementRecommendations

Learn of Recent Enhancements


9/53

OIC Additional Sessions

Quick Wins That Will Make You a Hero:Oracle Incentive Compensation

Thursday, September 23, 1:30PM | Westin MarketStreet Hotel, Franciscan I


10/53

Oracle Incentive/SalesCompensation

A Journey to Release 12

Presented by Lisa Barthel-Daluge

Creative Consulting Solutions, Inc.


11/53

Agenda

Background of OIC

OIC Release 12 Approach

CRM Resource Manager

OIC Compensation Plans

OIC Release 12 Setup and ProcessingChanges

Wrap Up and Q&A


12/53

Background of OICOIC and Resource Manager - Implemented 11.5.8 in2003 & Upgraded to 11.5.10 in 2005

Implemented OIC in Stand-Alone Environment

E-Business Suite in Different Environment 2010 Movedinto Environment with Other Modules

Collected Data from Data Warehouse

Paid out Through ADP

800 Sales and Product Resources 2010 AddedProfessional Services

Sales Credit Rollup 5-7 Levels


13/53

OIC Release 12 ApproachUpgraded the Test Environment to R12

Review and Analysis of Core Functionality(1 Month)

Ran Numerous Test Cycles/Test Environments to

Discover Issues and Functionality Changes(3 Months)Closed out 2008 Plan Year and then Upgraded prior to2009 Plan Year Processing

Full Year of Processing for 2009Migrated to E-Business Environment for 2010

Setup and Processing of 2010 Plans


14/53

OIC Core Functionality Review

Territory Mgr

Territories

Quoting

Quotes

ORACLE INCENTIVE COMPENSATION

Collect, Calculate, Pay

Resource Manager

Resources

Roles

Groups

Teas

Eployees

Partners

Resellers

Ven!ors

Agents

Or!er Manageent

Or!ers

Recei"a#les

In"oices

$illingCre!its

Payents

Payroll

Eployees

Paya#les

Resellers

Ven!orsPartners

Agents

%isco"erer & out'o('t)e'#o* Reports

Coission Stateents

Per(orance Reports

+ear to %ate Suary

A!inistrati"e Reports

En! -ser Layer

See!e! .or/#oo/s

Sie#el $usiness Analytics

Copensation %ata art

Role #ase! %as)#oar!s

0le*i#le personali1ation

2R Cop

Total Cop


15/53

CRM Resource Manager Setup all Resources who will havecompensation plan in OIC.

Roles drive the compensation plan in OIC. Groups provide rollup structure of data andreporting hierarchy.

Team provide another rollup capability allcredit rolls to team members.

Date Driven


16/53

CRM and TM with OIC R12

Resources

Roles

Groups

Teams

TerritoryManager

R12 EncounteredNo Issues with our

Definition orStructure

View/Maintenancefrom OIC

We continued usingcustom Territory Mgr& OTM for SomeAreas


17/53

Compensation Plan Structure

Copensation

Plan

Plan Eleent

Pro!uct

Class

3Re"enueClass4

0orula5

E*pressions

Role

Rate Ta#le5

%iensions

Resource

Group5Tea

Plan Eleent

Pro!uct

Class

3Re"enueClass4

0orula5

E*pressions

Rate Ta#le5

%iensions


18/53

R12 Compensation Plan ChangesBuild Plans from the Top Down or Vice Versa

New ** Plan Copy/Duplicate Functionality

New ** View Document

Screen/Form Visual Appearance

360 Degree View of the Plans Single Page

Plan Components/Elements

Eligibility Roles, Groups

Maintenance of Components

Notes Sections

Checklist and Validation

Plan Administrator Responsibility


19/53

Sample Compensation Plan


20/53

View Plan Document


21/53

R12 Component Library

Location to Build Plan Components

Plan Elements

Formulas

Expressions

Rate Tables

Rate Dimensions

Copy/Duplicate Capability for eachComponent

Can Build Here or From Create Comp Plan


22/53

Component Library


23/53

R12 Plan Elements

Plan Element for each Plan Component

Commission or Bonus

Link toFormula

Product Classes

Rate Table (Plan Element or Formula)


24/53

Plan Element Example


25/53



26/53



27/53



28/53



29/53

R12 Formulas and Expressions

The Mathematical Structure of the Plans

Simple to Complex

Commission or Bonus FormulasRate Table to Formula for String Type

Formula

Input Expression (Goes Into Rate Dimension)

Output Expression (Calculates the Commission orBonus)

Rate Table (Formula or Plan Element)


30/53

Formulas in R12

Same Structure Simple to Complex

Screen Appearance Different

Formula Structure Mathematical

Input

E*pressions

Input

E*pressionsOutput

E*pressions

Output

E*pressionsRate Ta#le

Results

Rate Ta#le

Results

Re"enue

6 Ac)ie"eent

Rating

Color

Pro!uct Co!e

%iensions7

Percent

Aount

String

Rates7

Percent 38964

Aount 3:8,9994

RTR;Re"enue

RTR

PE8 Results PE< Results

Min or Ma*

RTR;Re"enue = Prior Pay


31/53

Formula Example


32/53

Formula Example


33/53

Formula Example


34/53

Expression Builder R12Input and Output Expressions


35/53

Expression Example


36/53

R12 Rate Tables and Dimensions

Dimensions are the Tiers

Rate Tables

Rate Dimensions

Rates

Single Dimension or Multi-Dimension

Link to Plan Element or Formula


37/53

Rate Tables and Dimensions R12

Percent of Target Commission %

0 - 0.25 * ITD Target 5

0.25 * ITD Target - 0.75 * ITD Target 10

0.75 * ITD Target - Target 15

Country Commission %

USA 5

Japan 4

Germany 7

Percent of Quota Commission %

0 - 25 0

25 - 75 1

75 - 100 3

Units Sold Commission %

1-250 2

250-500 4

500-99999999999 6

Aount! "he rate dimension is defined in #uantities$

Percent! "he rate dimension is defined in per%enta&es$

E*pression! "he rate dimension uses previously defined e'pressions$

String! "he rate dimension uses alphanumeri% data$

License Revenue Country Product Rate

0 250 USA !r"#$%t & 1'

0 250 USA Ser()%e 5'

0 250 Japan !r"#$%t & 1.5'

0 250 Japan Ser()%e 4.5'

0 250 Germany !r"#$%t & 1.25'

0 250 Germany Ser()%e 6.25'

250 - 9+999 USA !r"#$%t & 4'

250 - 9+999 USA Ser()%e ,'

250 - 9+999 Japan !r"#$%t & 4.5'

250 - 9+999 Japan Ser()%e 7.5'

250 - 9+999 Germany !r"#$%t & 4.25'

250 - 9+999 Germany Ser()%e 9.25'

Revenue Amount

0 250

250 - 9+999

Country

USA

Japan

Germany

Product

!r"#$%t &

Ser()%e

Multi!iensional Rate Ta#le


38/53

Sample Rate Table R12


39/53

Sample Rate Table R12


40/53

Sample Formula Calculation

Output E*pression

Rate Ta#le Results ;

Transaction Aount

E>g>7 86

?Quota Attainent@

E>g>7


41/53

Compensation Plan Structure

Copensation

Plan

Plan Eleent

Pro!uct

Class

3Re"enueClass4

0orula5

E*pressions

Role

Rate Ta#le5

%iensions

Resource

Group5Tea

Plan Eleent

Pro!uct

Class

3Re"enueClass4

0orula5

E*pressions

Rate Ta#le5

%iensions


42/53

OIC Processing R12

Compensation Manager

ResponsibilityData Collection

Calculation

Payment

Reporting


43/53

en#"r )n ra%/e

en#"r ater

Terr)t"ry

A)gnment )n

$t"m Terr)t"ryanager

mp/"yee )n

ra%/e

e"$r%e )n

e"$r%e anager

De)ne e"$r%e

Gr"$p"/e

TeamImp"rt

Imp"rt

Oracle Incentive Compensation

Process lo!

Compensation Plans

"/e................................."mpenat)"n !/an...............................e"$r%e

!aygr"$p !/an /ement ate

!ayment !/an "rm$/a 8$"ta

pre)"n

ate Ta:/e

ate D)men)"n

Commission Processing

Data "//e%t)"n;Intera%e"$e

"r A#->"%

ep"rt)ng an#

Ana/y)


44/53

Data Collection R12

Setup Responsibilities IC Administrator

Processing Responsibility Compensation

ManagerNo Changes to the Data Collection Processfor R12 Standard for AR, OM and CanCreate Custom Sources (i.e. Projects,

Contracts, Revenue Recognition, DW)R12 Table Changes Views SomeMapping Adjustments


45/53

Data Collection R12

Setup Responsibilities IC Administrator

Processing Responsibility Compensation

ManagerNo Changes to the Data Collection Processfor R12 Standard for AR, OM and CanCreate Custom Sources (i.e. Projects,

Contracts, Revenue Recognition, DW)R12 Table Changes Views SomeMapping Adjustments


46/53

Data Collection R12

Continued to Collect from DW

2010 Added Collection from AR/OM

Also Collected Revenue RecognitionIntegrated Collection with Sales CreditAssignments/Splits


47/53

Calculation R12

Calculate for Resources Assigned to Plans

Calculate all Data Collected into OIC

Stages of Calculation No Change

Testing Process for Calculation After Upgrade

3 Test Cycles

Calculation and Validation of Results Reconciliation

No Major Discoveries


48/53

Sample Menu For Processing


49/53

Payment in R12

Payrun by Paygroup

We Continued with Report to ADP

No Change to Oracle Payroll or AP Interface

Various New Views/Searches into thePayment Batches and Payment Sheet

Transactions


50/53

OIC Reporting R12

We Continued with the DW

Custom On-Line Statements

Standard Reports MoreFlexible/Customizable

XML/OA Created Reports

Use a Combination of Custom and Standard

Manager and User Self ServiceResponsibilities


51/53

Sample Menu For SS Reporting


52/53

Summary of OIC R12

Core Functionality Intact

New Look and Feel

Duplicate/CopyCapability

No Major Gotchas inUpgrade

Simple to ComplexPlans

Open Data CollectorCapability

Weekly/MonthlyProcessing Consistent

Payment ProcessingSmall Changes

Reporting IncreasedFlexibility and ImprovedStarting Point


53/53

Questions & Answers

Presented by Lisa Barthel-Daluge

Creative Consulting Solutions, Inc.

[email protected]

763-286-2649

OIC Overview

Documents

Transcript of OIC Overview