Oracle Supply Chain Management Cloud: Ideation to Commercialization

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1 Oracle Supply Chain Management Cloud: Ideation to Commercialization (includes Innovation Management, Product Development, and Product Hub) Release 11 Release Content Document December 2015

2 TABLE OF CONTENTS REVISION HISTORY... 4 IDEATION TO COMMERCIALIZATION... 5 INNOVATION MANAGEMENT... 5 Communicate Product Records Bidirectionally to Increase Visibility... 5 View Relationships... 5 Manage Requirements... 6 Alert Users That Requirements Have Changed... 6 Simplify Requirement Dependencies Into Relationship Summaries... 6 Manage Requirement Specifications... 6 Get Quick Access to Requirement Approvals... 6 View and Analyze Requirement Specifications... 7 Get One-Stop Traceability Reporting... 7 Manage Proposals... 7 Improve Decision Making When You Evaluate Portfolios... 7 Get More Proposal Information from Agile PLM Project Details... 7 Drive Innovation Through Analytics... 8 Use the Innovation Management Dashboard... 8 Use Innovation Management Analytics... 8 PRODUCT DEVELOPMENT... 9 Manage Items... 9 Collaborate Socially... 9 Use Draft Items in Structures... 9 View Change Order Information... 9 Manage Change Maintain Affected Objects Visualize the Workflow Monitor Attachment Modifications PRODUCT HUB Set Up Data Use Files and Web Services to Upload Attribute Groups and Attributes Consolidate Your Data Use Import Maps to Assign Packs to Organizations Streamline Pack Hierarchy Import Maintain Your Data Use Flexible Keyword Search Use Rich Text Attributes Use Longer Character Attributes Use URL Attributes to Create Links to Data Govern Your Data Quickly View Changes in Multirow Attributes Use Transactional Business Intelligence to Perform Analysis and Reporting on User-Defined Attributes Call Web Services From Product Rules Include Audit Trails For Setup Business Objects PROJECT MANAGEMENT Accelerate Delivery of New Product Processes Integrate with Innovation Management

3 Integrate with Product Development

4 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date What s Changed Notes 15 DEC 2015 Initial Document Creation 4

5 IDEATION TO COMMERCIALIZATION In today s competitive business environment, it s critical for your organization to deliver successful products that provide a high return on innovation, offer a differentiated set of capabilities, and drive superior customer experience. Bringing highly profitable products to market requires that you excel at all aspects of the product introduction process, from identifying high-value ideas, to developing those ideas into the correct products, to commercializing those products effectively in your sales channels. Oracle Product Lifecycle Management Cloud and Oracle Product Master Data Management Cloud are suites of solutions that provide a single, integrated product record across the three tenets of a modern product value chain: innovate, develop, and commercialize. These solutions help you transform fragmented product development processes into product value chains that are driven by information, with full visibility into product information, real-time social collaboration, and cross-functional capabilities that apply to the entire ideation to commercialization process. You can use the following products to support this important business process: Innovation Management: Build an innovation pipeline fueled by a steady stream of highvalue ideas, which results in profitable offerings. Product Development: Manage and coordinate product data and processes so that you can design and develop high-value products. Product Hub: Rapidly commercialize products that use centralized product information for manufacturing, marketing, and sales across global manufacturing sites, sales channels, and trading partners. INNOVATION MANAGEMENT Oracle Fusion Innovation Management enables your company to increase revenue growth and drive a competitive advantage through a systematic and sustainable approach that captures, selects, and invests in the correct ideas and product concepts. Innovation Management balances openness with structure to deliver insight to the business outcome of each potential investment. Portfolio decision makers can use financial impact analysis and strategic visibility to help make the best investments so that they commercialize in alignment with strategic aspirations. COMMUNICATE PRODUCT RECORDS BIDIRECTIONALLY TO INCREASE VISIBILITY VIEW RELATIONSHIPS Innovation Management supports the fuzzy front end of the product lifecycle, where ideas and concepts frequently start from prior items and evolve into new products. You can use bidirectional visibility to relationships to achieve critical end-to-end traceability. Quality events reference ideas, items reference the concepts or requirements, and projects reference the business case justification: 5

6 Use bidirectional visibility and seamless navigation between Innovation Management and Agile Product Lifecycle Management (PLM). Use relationships that are specific to each version so that you can maintain an accurate record between requirements and their corresponding items and product modifications. MANAGE REQUIREMENTS ALERT USERS THAT REQUIREMENTS HAVE CHANGED Managing requirements and managing modifications to requirements is a critical part of the product record so that you can substantiate and validate whether or not you can achieve the product intent. The relationship that exists between requirements or between requirements and items is specific to a revision. You can use the new Has Changed indicator to alert users that a newer version of a requirement exists. This indicator is visible between the following items: Requirements that reference product development items. Requirements that reference other innovation management objects. Requirements that reference item relationships in Agile Product Lifecycle Management. SIMPLIFY REQUIREMENT DEPENDENCIES INTO RELATIONSHIP SUMMARIES Use a single, filterable view of the relationships summary table that includes requirement impacts and dependencies so that you can more quickly analyze and navigate across the different types of requirements. MANAGE REQUIREMENT SPECIFICATIONS Requirements for a new product concept often consist of multiple types of requirements that different stakeholders own, and that a hierarchical view displays. You can use new capabilities to author a requirement specification in the context of an existing higher level specification. Use improved linkage and traceability while a concept moves through the requirement definition process from ideas, to features, to product definition, and then to test specifications. GET QUICK ACCESS TO REQUIREMENT APPROVALS Managing approvals of the requirement specification is a critical part of managing requirements. The requirement specification owner can use a new menu action to quickly determine the completeness of the required approvals. 6

7 VIEW AND ANALYZE REQUIREMENT SPECIFICATIONS Use a view that displays your requirements specification table. Use it as a sand box to make sure your bill of requirements includes the correct level of detail. Use the following improvements to enrich your user experience when you interact in this view: View and edit the requirement description or the requirement title. Export the requirements information into Microsoft Excel. Edit predefined attributes or use the Data Composer to create custom attributes. Upload your modifications so that you can analyze data rollups. GET ONE-STOP TRACEABILITY REPORTING Maintaining the traceability reporting of requirement artifacts is a critical requirement in many industries. Export your requirements as HTML, XML, or CSV formats that support upstream processes or audit reviews. View custom Data Composer attributes in the export. MANAGE PROPOSALS IMPROVE DECISION MAKING WHEN YOU EVALUATE PORTFOLIOS Resource pools are often roughly estimated during the proposal process. It is often necessary to start a phase-gate project, allocate resource pools, and then manage development while a proposal moves forward into production. Innovation Management updates visibility to the proposal while it moves forward into commercialization. Improve the decision making that you perform during the process that evaluates a new or re-rationalization of a portfolio. Use a view that compares the resource pool plan to actual utilization, and filter it according to start dates and end dates. GET MORE PROPOSAL INFORMATION FROM AGILE PLM PROJECT DETAILS Innovation Management proposals now include more information from Agile PLM projects, such as start dates, end dates, and percent complete. Proposals include budgeted and actual costs according to type and duration, including estimate, schedule, and actual. Each portfolio owner can get details about the current project status to improve reprioritization decisions when projects exceed estimates. 7

8 DRIVE INNOVATION THROUGH ANALYTICS USE THE INNOVATION MANAGEMENT DASHBOARD A dashboard is a collection of the information summaries that allow you to monitor innovation management processes that are of greatest interest. Customize your dashboards so that they meet your requirements and provide quick drill down to accelerate resolution. USE INNOVATION MANAGEMENT ANALYTICS Use targeted information and specify when and how you want to view it to facilitate good business decisions. Use a simple wizard to create, edit, or view reports. To allow product managers and product teams to gain business insight, your organizations can create reports according to user or role, and leverage portfolio, ideas, and requirement subject areas. Use a new proposal subject area that provides improved visibility so that you can model different views of the portfolio before or after you determine investments. 8

9 PRODUCT DEVELOPMENT Oracle Fusion Product Development allows design and component engineers to effectively manage new product design, and to use development and release processes in the context of a product lifecycle. This solution provides a modern user interface in the Cloud that is optimized to create and manage development items and associated bills of material, structures, attributes, design documents, approved manufacturer lists, and change orders. MANAGE ITEMS COLLABORATE SOCIALLY Use Oracle Social Network to collaborate with team members so that you can speed up new product development and introduction: Invite team members to join conversations for items. Start conversations to discuss issues or share information regarding the design and development of items. Flag conversations so that you can request a reply or notify team members. Attach images or supporting documents to a conversation. USE DRAFT ITEMS IN STRUCTURES During the early phases of product development, the design engineer needs the flexibility to work quickly on the development structure and validate it before transferring the structure to downstream commercialization processes. Use new item structure rules to add an item that is in the Draft approval status and the Design lifecycle phase. You can add the item to the item structure of a parent assembly that is in the Production lifecycle phase. This flexibility allows the design engineer to expedite working on their structures, and can speed up the new product introduction process. You can edit development items that do not require a formal workflow for a new item request. You can add these items to a change order so that you can do quick iterations and enrichment. The approval status of the workflow for a new item request now displays so that you quickly assess progress. VIEW CHANGE ORDER INFORMATION Product Development provides the following views that enable you to quickly browse and access items and examine their changes when you view an item s detail: 9

10 Use the item view. View the item context and items in the product structure in the left panel. Browse and select an item, and then view the list of changes for the item that you select in the right panel. Use the change view. View the change context and changes across a product structure in the left panel. Browse and select a change, and then view the list of affected items in the right panel. The Change view now defaults to useful values. You can filter and display open change orders when you click Open in the the Changes information tile. MANAGE CHANGE MAINTAIN AFFECTED OBJECTS Use the following enhancements to maintain change orders and improve user productivity: Select affected objects. Navigate quickly through affected objects so that you can inspect or edit change details of the affected object. Reduce unnecessary clicks and maintain context of the affected objects while you edit. Automatically save data when you switch to a different affected object to prevent data loss from your current edits. Use the table view. Use a new table view that allows you to quickly find affected objects on a change order, or to detach the affected objects table so that you can maximize the user interface so that you can work more productively when you work with many affected objects. Search and select multiple objects. Search and select multiple affected objects when you add them to a change order. This feature improves efficiency and productivity when you author a change order. VISUALIZE THE WORKFLOW Each state of the change order workflow allows you to visualize the multistep change definition and implementation process. You can select each workflow state to view details of the state, such as history or approvers. The state that you select now includes a blue border to improve visibility. The active workflow state fills with a different hue of blue to indicate the current state of the change order. These user interface modifications allow you to quickly scan and visualize the change workflow process. MONITOR ATTACHMENT MODIFICATIONS Associate an attachment with an item. You can now add change control to this attachment to make sure that you capture changes, track them, and implement them through a formal change order. Red lines indicate whether or not you are adding or removing an attachment to an item. Summary counts for change operations and information tiles now include attachment modifications so that design engineers can examine the total changes being processed through a change order. 10

11 PRODUCT HUB Oracle Fusion Product Hub centralizes product data across heterogeneous systems so that it can create a blended product master record that is clean, standardized, accurate, and current. From products that you manufacture internally to finished goods that you source from suppliers, Product Hub enables you to aggregate, enrich, and share product data for various manufacturing and omni-channel commerce processes. Use robust business rules and workflows to make sure the data that you share across the enterprise is clean, complete, and valid. SET UP DATA USE FILES AND WEB SERVICES TO UPLOAD ATTRIBUTE GROUPS AND ATTRIBUTES Significantly simplify and accelerate the data setup process by using a file to perform a mass upload of attribute groups and attributes. Use a single process to import attribute groups, attributes, and value sets. Leverage web services to upload the file and automatically run the loader. This will help you accelerate initial implementation and be more agile to adapt to changing product attribution requirements. CONSOLIDATE YOUR DATA USE IMPORT MAPS TO ASSIGN PACKS TO ORGANIZATIONS Use import maps to upload pack hierarchy from suppliers or internal systems and to automatically assign them to internal organizations, stores, warehouses, or fulfillment channels. Receive pack hierarchy information in CSV format from suppliers or in XML through the Global Data Synchronization Network (GDSN). Automatically import packs and assign each one to an organization or target market. STREAMLINE PACK HIERARCHY IMPORT Use enhanced validations to streamline how you import a pack hierarchy with multiple branches. For example, an Each item can belong to Case 1 and Pallet 1, and also belong to a different pack configuration in Case 2 and Pallet 2. Use enhanced pack validations to make sure that the entire hierarchy will not fail if one of the branches does not pass the required validations. 11

12 MAINTAIN YOUR DATA USE FLEXIBLE KEYWORD SEARCH Enhance productivity with greater flexibility and power when you search for items. Designate various item attributes, Global Trade Item Numbers (GTINs) and trading partner item relationships, such as manufacturer part numbers (MPNs), to participate in a keyword search in addition to basic item numbers and descriptions. USE RICH TEXT ATTRIBUTES Maintain marketing information or any other rich text product data in attributes that you define. Use a rich text editor to apply format features including bold, underline, italic, or various other formatting options. Use your rich text attributes in your print catalogs and web channels to create an effective product marketing presentation and to drive superior customer experience. USE LONGER CHARACTER ATTRIBUTES Define and maintain character attributers that store up to 4000 characters. The previous limits of 150 characters for nontranslatable attributes and 1000 characters for translatable no longer apply, so you can improve how you maintain data of long character attributes and rich text attributes. USE URL ATTRIBUTES TO CREATE LINKS TO DATA To enrich product information, use a URL attribute to link data sheets, images, and other supporting data to a product. The URL that you enter for an attribute renders as a clickable link that opens the desired information in a new browser tab or window for easy viewing. GOVERN YOUR DATA QUICKLY VIEW CHANGES IN MULTIROW ATTRIBUTES View the attribute values that changed in a multirow attribute group. Multirow attributes are highlighted with red lines in change orders (in the Item Changes view). A change order approver can clearly identify multirow attribute changes before approving or rejecting the change order. USE TRANSACTIONAL BUSINESS INTELLIGENCE TO PERFORM ANALYSIS AND REPORTING ON USER-DEFINED ATTRIBUTES Use Oracle Transactional Business Intelligence to perform extensive, real-time analysis and reporting on your item attributes. Use subject areas that come predefined with important business entities, such as 12

13 item revisions, structures, change orders, and new item requests, to gain additional visibility into important aspects of product information. Run scheduled or custom reports on item attributes that you define for your business. Create reports in various file formats and share them across the enterprise to improve business decisions. CALL WEB SERVICES FROM PRODUCT RULES To improve data integrity, call an external web service that performs complex business rule validations or returns results according to custom functions. Call this web service from an item rule. Register an external web service and the credentials that you need to call it, and then reference it from a rule expression. To pervasively enforce validations, call the web service every time a user creates or updates an item. INCLUDE AUDIT TRAILS FOR SETUP BUSINESS OBJECTS Expand audits to setup metadata that includes attribute group and value set definitions. Gain insight into who changed what and when to establish accountability and improve governance. Export audit reports to Microsoft Excel and share them with relevant stakeholders across the enterprise. 13

14 PROJECT MANAGEMENT Oracle Fusion Project Management provides the modern project management experience that you require to automate, streamline, and synchronize your new product development processes from ideation to commercialization. Each integration supports the product value chain and includes social collaboration so that your teams can increase productivity on the highest-value projects and accelerate delivery with greater success. ACCELERATE DELIVERY OF NEW PRODUCT PROCESSES INTEGRATE WITH INNOVATION MANAGEMENT Use the work item relationships that exist between Oracle Fusion Project Management and Oracle Fusion Innovation Management to manage a task to completion (according to the status of the Innovation Management objects). Use this automated task to maintain constant visibility to the current status of each task that is associated with a work item so you can manage the schedule. Project visibility is bidirectional in Innovation Management. Concept owners, proposals, and requirement specifications can view the work item or task association from the corresponding relationship table, and with the task percent complete. INTEGRATE WITH PRODUCT DEVELOPMENT Use the work item relationships that exist between Oracle Fusion Product Development and Oracle Fusion Project Management to manage an item or change order task to completion. Automatically update visibility and task completion status while the item or change order status updates. Allow the project owner to view and effectively manage projects without becoming involved in activities that do not add value or in chasing down updates

15 Copyright 2015, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 15

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