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  • SQL SERVER – Guest Post – Architecting Data Warehouse – Niraj Bhatt

    - by pinaldave
    Niraj Bhatt works as an Enterprise Architect for a Fortune 500 company and has an innate passion for building / studying software systems. He is a top rated speaker at various technical forums including Tech·Ed, MCT Summit, Developer Summit, and Virtual Tech Days, among others. Having run a successful startup for four years Niraj enjoys working on – IT innovations that can impact an enterprise bottom line, streamlining IT budgets through IT consolidation, architecture and integration of systems, performance tuning, and review of enterprise applications. He has received Microsoft MVP award for ASP.NET, Connected Systems and most recently on Windows Azure. When he is away from his laptop, you will find him taking deep dives in automobiles, pottery, rafting, photography, cooking and financial statements though not necessarily in that order. He is also a manager/speaker at BDOTNET, Asia’s largest .NET user group. Here is the guest post by Niraj Bhatt. As data in your applications grows it’s the database that usually becomes a bottleneck. It’s hard to scale a relational DB and the preferred approach for large scale applications is to create separate databases for writes and reads. These databases are referred as transactional database and reporting database. Though there are tools / techniques which can allow you to create snapshot of your transactional database for reporting purpose, sometimes they don’t quite fit the reporting requirements of an enterprise. These requirements typically are data analytics, effective schema (for an Information worker to self-service herself), historical data, better performance (flat data, no joins) etc. This is where a need for data warehouse or an OLAP system arises. A Key point to remember is a data warehouse is mostly a relational database. It’s built on top of same concepts like Tables, Rows, Columns, Primary keys, Foreign Keys, etc. Before we talk about how data warehouses are typically structured let’s understand key components that can create a data flow between OLTP systems and OLAP systems. There are 3 major areas to it: a) OLTP system should be capable of tracking its changes as all these changes should go back to data warehouse for historical recording. For e.g. if an OLTP transaction moves a customer from silver to gold category, OLTP system needs to ensure that this change is tracked and send to data warehouse for reporting purpose. A report in context could be how many customers divided by geographies moved from sliver to gold category. In data warehouse terminology this process is called Change Data Capture. There are quite a few systems that leverage database triggers to move these changes to corresponding tracking tables. There are also out of box features provided by some databases e.g. SQL Server 2008 offers Change Data Capture and Change Tracking for addressing such requirements. b) After we make the OLTP system capable of tracking its changes we need to provision a batch process that can run periodically and takes these changes from OLTP system and dump them into data warehouse. There are many tools out there that can help you fill this gap – SQL Server Integration Services happens to be one of them. c) So we have an OLTP system that knows how to track its changes, we have jobs that run periodically to move these changes to warehouse. The question though remains is how warehouse will record these changes? This structural change in data warehouse arena is often covered under something called Slowly Changing Dimension (SCD). While we will talk about dimensions in a while, SCD can be applied to pure relational tables too. SCD enables a database structure to capture historical data. This would create multiple records for a given entity in relational database and data warehouses prefer having their own primary key, often known as surrogate key. As I mentioned a data warehouse is just a relational database but industry often attributes a specific schema style to data warehouses. These styles are Star Schema or Snowflake Schema. The motivation behind these styles is to create a flat database structure (as opposed to normalized one), which is easy to understand / use, easy to query and easy to slice / dice. Star schema is a database structure made up of dimensions and facts. Facts are generally the numbers (sales, quantity, etc.) that you want to slice and dice. Fact tables have these numbers and have references (foreign keys) to set of tables that provide context around those facts. E.g. if you have recorded 10,000 USD as sales that number would go in a sales fact table and could have foreign keys attached to it that refers to the sales agent responsible for sale and to time table which contains the dates between which that sale was made. These agent and time tables are called dimensions which provide context to the numbers stored in fact tables. This schema structure of fact being at center surrounded by dimensions is called Star schema. A similar structure with difference of dimension tables being normalized is called a Snowflake schema. This relational structure of facts and dimensions serves as an input for another analysis structure called Cube. Though physically Cube is a special structure supported by commercial databases like SQL Server Analysis Services, logically it’s a multidimensional structure where dimensions define the sides of cube and facts define the content. Facts are often called as Measures inside a cube. Dimensions often tend to form a hierarchy. E.g. Product may be broken into categories and categories in turn to individual items. Category and Items are often referred as Levels and their constituents as Members with their overall structure called as Hierarchy. Measures are rolled up as per dimensional hierarchy. These rolled up measures are called Aggregates. Now this may seem like an overwhelming vocabulary to deal with but don’t worry it will sink in as you start working with Cubes and others. Let’s see few other terms that we would run into while talking about data warehouses. ODS or an Operational Data Store is a frequently misused term. There would be few users in your organization that want to report on most current data and can’t afford to miss a single transaction for their report. Then there is another set of users that typically don’t care how current the data is. Mostly senior level executives who are interesting in trending, mining, forecasting, strategizing, etc. don’t care for that one specific transaction. This is where an ODS can come in handy. ODS can use the same star schema and the OLAP cubes we saw earlier. The only difference is that the data inside an ODS would be short lived, i.e. for few months and ODS would sync with OLTP system every few minutes. Data warehouse can periodically sync with ODS either daily or weekly depending on business drivers. Data marts are another frequently talked about topic in data warehousing. They are subject-specific data warehouse. Data warehouses that try to span over an enterprise are normally too big to scope, build, manage, track, etc. Hence they are often scaled down to something called Data mart that supports a specific segment of business like sales, marketing, or support. Data marts too, are often designed using star schema model discussed earlier. Industry is divided when it comes to use of data marts. Some experts prefer having data marts along with a central data warehouse. Data warehouse here acts as information staging and distribution hub with spokes being data marts connected via data feeds serving summarized data. Others eliminate the need for a centralized data warehouse citing that most users want to report on detailed data. Reference: Pinal Dave (http://blog.SQLAuthority.com) Filed under: Best Practices, Business Intelligence, Data Warehousing, Database, Pinal Dave, PostADay, Readers Contribution, SQL, SQL Authority, SQL Query, SQL Server, SQL Tips and Tricks, T SQL, Technology

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  • Beyond Chatting: What ‘Social’ Means for CRM

    - by Natalia Rachelson
    Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} A guest post by Steve Diamond, Senior Director, Outbound Product Management, Oracle In a recent post on this blog, my colleague Steve Boese asked three questions related to the widespread popularity and incredibly rapid growth of Facebook, Pinterest, and LinkedIn. Steve then addressed the many applications for collaborative solutions in the area of Human Capital Management. So, in turning to a conversation about Customer Relationship Management (CRM) and Sales Force Automation (SFA), let me ask you one simple question. How many sales people, particularly at business-to-business companies, consistently meet or beat their quotas in their roles by working alone, with no collaboration among fellow sales people, sales executives, employees in product groups, in service, in Legal, third-party partners, etc.? Hello? Is anybody out there? What’s that cricket noise I hear? That’s correct. Nobody! When it comes to Sales, introverts arguably have a distinct disadvantage. While it’s certainly a truism that “success” in most professional endeavors requires working with people, it’s a mandatory success factor in Sales. This fact became abundantly clear to me one early morning in the late 1990s when I joined the former Hyperion Solutions (now part of Oracle) and attended a Sales Award Ceremony. The Head of Sales at that time gave out dozens of awards – none of them to individuals and all of them to TEAMS of individuals. That’s how it works in Sales. Your colleagues help provide you with product intelligence and competitive intelligence. They help you build the best presentations, pitches, and proposals. They help you develop the most killer RFPs. They align you with the best product people to ensure you’re matching the best products for the opportunity and join you in critical meetings. They help knock the socks of your prospects in “bake off” demo’s. They bring in the best partners to either add complementary products to your opportunity or help you implement a solution. They work with you as a collective team. And so how is all this collaboration STILL typically done today? Through email. And yet we all silently or not so silently grimace about email. It’s relatively siloed. It’s painful to search. It’s difficult to align by topic. And it’s nearly impossible to re-trace meaningful and helpful conversations that occurred among a group or a team at some point in history. This is where social networking for Sales comes into play. It’s about PURPOSEFUL social networking versus chattering. What is purposeful social networking? It’s collaboration that’s built around opportunities, accounts, and contacts. It’s collaboration that delivers valuable context – on the target company, and on key competitors – just to name two examples. It’s collaboration that can scale to provide coaching for larger numbers of sales representatives, both for general purposes, and as we’ve largely discussed here, for specific ‘deals.’ And it’s collaboration that allows a team of people to collectively edit and iterate on a document like an RFP or a soon-to-be killer presentation that is maintained in a central repository, with no time wasted searching for it or worrying about version control. But lest we get carried away, let’s remember that collaboration “happens” among sales people whether there is specialized software to support it or not. The human practice of sales has not changed much in the last 80 to 90 years. Collaboration has been a mainstay during this entire time. But what social networking in general, and Oracle Social Networking in particular delivers, is the opportunity for sales teams to dramatically increase their effectiveness and efficiency – to identify and close more high quality and lucrative opportunities more quickly. For most sales organizations, this is how the game is won. To learn more please visit Oracle Social Network and Oracle Fusion Customer Relationship Management on oracle.com Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}

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  • Product Development Investment: A Measure of Vendor Performance

    - by Jim Mcglothlin
    The relationship between a large, complex organization and its key suppliers of information technology is normally more than just "strategic". Expectations about the duration of the relationship typically exceed 20 years. Enterprise applications and technology infrastructure are not expected to be changed out like petunias. So how would you rate the due diligence processes as performed in Higher Education when selecting critical, transformational information technology? My observation: I see a lot of effort put into elaborate demonstration of basic software functionality. I see a lot of attention paid to the cost element of technology acquisition, including the contracted cost of implementation consulting services. But the factor that receives only cursory analysis and due diligence is long-term performance--the ability of a vendor to grow, expand, and develop, and bring its customers along with it. So what should you look for in a long-term IT supplier? Oracle has a public track record for product development. The annual investment has been on a run rate of almost $3 Billion organic product development. Oracle's well-publicized acquisitions and mergers have been supplemental to its R&D. This is important for Higher Education. Another meaningful way to evaluate a company is to look at the tangible track record of enhancement. Consider the Oracle-PeopleSoft enterprise business platform since acquired by Oracle 6 years ago: Product or Technology Enhancement Customer or User Impact Service Oriented Architecture (SOA) 300+ new web services delivered in versions 9.0 & 9.1 provide flexibility, so that customers can integrate PeopleSoft with other applications. Campus Solutions has added Admissions and Constituent Web Services. Constituent Relationship Management PeopleSoft CRM 9.1 for Higher Education introduced new process flows for student recruiting and retention to support "Student Success" initiatives. A 360 view of the constituent is now delivered, and the concept of a single-stop Student Services Center is now in CRM 9.1 with tight integration to PeopleSoft Campus Solutions. Human Capital Management Contract Pay for Education, with flexibility for configuration and calculation, has been extended in HCM 9.1. New chartfield integration among Project Costing - Time & Labor - Payroll to serve the labor distribution requirements for Grants / Sponsored Research. Talent Management PeopleSoft 9.0 and 9.1 feature an integrated talent management approach centered on definitions in "Profile Manager", with all new usability improvements. Internal and external candidate pools, and the entire recruitment process, are driven by delivered configurable selection and on-boarding processes. Interview scheduling, and online job offers are newly delivered processes. Performance Management PeopleSoft HCM ePerformance 9.1 will include significant new functionality designed to help organizations more effectively align business objectives with employee goals. Using an Organization Chart view, your business goals can flow down to become tangible objectives per employee. Succession Planning / Workforce Development New in HCM 9.0, enhanced in 9.1, is a planning capability for regular or unusual (major organizational change) succession of internal or external candidates. PeopleSoft supports employee-based career planning, which ultimately increases the integrity of the succession planning process (identify their career needs, plans, preferences, and interests). Dashboards / Oracle Business Intelligence Application Suite Oracle Human Resources Analytics provides the workforce information foundation that integrates data from HR functional areas and Finance. Oracle Human Resources Analytics delivers 9 dashboards and over 200 reports. Provide your HR professionals and front-line managers the tools to analyze workforce staffing, retention, productivity, to better source high-quality applicants, and to reduce absence costs. Multi-year Planning and Commitment Control External funding sources, especially Grants, require a multi-year encumbrance business process. PeopleSoft HCM 9.1 adds multi-year funding and commitment control, including budget checking. The newly designed Real Time Budget Checking will provide the customer with an updated snapshot of their budget and encumbrances at any given time. Position Budgeting with Hyperion Hyperion Planning world-class products now include delivered integration to PeopleSoft HCM. Position Budgeting is available in the new Public Sector Planning module of Hyperion. Web 2.0 features for the latest in usability PeopleSoft 9.1 features a contemporary internet user experience: Partial-page refreshing Drag and drop pagelets New menu structure Navigation pagelets Modal popup message windows Favorites & recently used links Type-ahead Drag and drop grid columns, pop-out grids Portal Workspaces Enterprise 2.0 for your collaborative web communities, using new content management, along with Wikis, blogs, and discussion forums in PeopleSoft Portal 9.1. PeopleTools enhanced by Oracle Fusion Middleware Standards-based tools have been added to the PeopleTools application infrastructure: BI (XML) Publisher, Java tools. Certified for use with PeopleSoft: Oracle Business Intelligence (OBIEE), Oracle Enterprise Manager, Oracle Weblogic Server, Oracle SOA Suite. Hosting for PeopleSoft applications A solid new deployment option: Oracle On Demand remote hosting center for high scalability, security, and continuity of operations. Business Process Outsourcing (BPO) for HCM / Payroll functions Partnership with AT&T provides hosting of HR/Payroll application along with payroll business process operations, and subscription-based service fees (SaaS). AT&T BPO full service includes pay sheet processing, bank and 3rd party file transfer, payroll tax handling, etc. Continuous Delivery Model Feature Packs provide faster time-to-benefit; new features become available in PeopleSoft 9.1 (or Campus Solutions 9.0) without need to perform upgrade. Golden person data model across all campus applications Oracle Higher Education Constituent Hub provides synchronization and data governance of person data across any application, e.g. HR/ Payroll, Student Information System, Housing, Emergency Contact, LMS, CRM. Oracle's aggressive enhancement plans within the "Applications Unlimited" program continue, as new functionality is under development for a new version of a PeopleSoft release planned for 2012. Meanwhile, new capabilities are planned on an annual basis in Feature Packs. PeopleSoft just delivered the HCM 2010 Feature Pack and another is planned for 2011. In February we plan to have over 100 customers from our Customer Advisory Boards at our PeopleSoft Development Center in California to review designs for all of these releases. For those of you near New York City The investment and progressive development story described above is the subject of an Oracle road show event on February 9, 2011. Charting Your Course with Oracle Applications is a global event series designed to help business and IT executives assess the impact of new inflection points on their business and applications roadmap: changing workforces, shifting customer and constituent bases, and increased volatility. Learn how innovations ranging from new deployment models like cloud computing to the introduction of social applications and smart devices are delivering results across all areas of business and industry. THIS DOCUMENT IS FOR INFORMATIONAL PURPOSES ONLY AND MAY NOT BE INCORPORATED INTO A CONTRACT OR AGREEMENT.

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  • Master Data Management and Cloud Computing

    - by david.butler(at)oracle.com
    Cloud Computing is all the rage these days. There are many reasons why this is so. But like its predecessor, Service Oriented Architecture, it can fall on hard times if the underlying data is left unmanaged. Master Data Management is the perfect Cloud companion. It can materially increase the chances for successful Cloud initiatives. In this blog, I'll review the nature of the Cloud and show how MDM fits in.   Here's the National Institute of Standards and Technology Cloud definition: •          Cloud computing is a model for enabling convenient, on-demand network access to a shared pool of configurable computing resources that can be rapidly provisioned and released with minimal management effort or service provider interaction.   Cloud architectures have three main layers: applications or Software as a Service (SaaS), Platforms as a Service (PaaS), and Infrastructure as a Service (IaaS). SaaS generally refers to applications that are delivered to end-users over the Internet. Oracle CRM On Demand is an example of a SaaS application. Today there are hundreds of SaaS providers covering a wide variety of applications including Salesforce.com, Workday, and Netsuite. Oracle MDM applications are located in this layer of Oracle's On Demand enterprise Cloud platform. We call it Master Data as a Service (MDaaS). PaaS generally refers to an application deployment platform delivered as a service. They are often built on a grid computing architecture and include database and middleware. Oracle Fusion Middleware is in this category and includes the SOA and Data Integration products used to connect SaaS applications including MDM. Finally, IaaS generally refers to computing hardware (servers, storage and network) delivered as a service.  This typically includes the associated software as well: operating systems, virtualization, clustering, etc.    Cloud Computing benefits are compelling for a large number of organizations. These include significant cost savings, increased flexibility, and fast deployments. Cost advantages include paying for just what you use. This is especially critical for organizations with variable or seasonal usage. Companies don't have to invest to support peak computing periods. Costs are also more predictable and controllable. Increased agility includes access to the latest technology and experts without making significant up front investments.   While Cloud Computing is certainly very alluring with a clear value proposition, it is not without its challenges. An IDC survey of 244 IT executives/CIOs and their line-of-business (LOB) colleagues identified a number of issues:   Security - 74% identified security as an issue involving data privacy and resource access control. Integration - 61% found that it is hard to integrate Cloud Apps with in-house applications. Operational Costs - 50% are worried that On Demand will actually cost more given the impact of poor data quality on the rest of the enterprise. Compliance - 49% felt that compliance with required regulatory, legal and general industry requirements (such as PCI, HIPAA and Sarbanes-Oxley) would be a major issue. When control is lost, the ability of a provider to directly manage how and where data is deployed, used and destroyed is negatively impacted.  There are others, but I singled out these four top issues because Master Data Management, properly incorporated into a Cloud Computing infrastructure, can significantly ameliorate all of these problems. Cloud Computing can literally rain raw data across the enterprise.   According to fellow blogger, Mike Ferguson, "the fracturing of data caused by the adoption of cloud computing raises the importance of MDM in keeping disparate data synchronized."   David Linthicum, CTO Blue Mountain Labs blogs that "the lack of MDM will become more of an issue as cloud computing rises. We're moving from complex federated on-premise systems, to complex federated on-premise and cloud-delivered systems."    Left unmanaged, non-standard, inconsistent, ungoverned data with questionable quality can pollute analytical systems, increase operational costs, and reduce the ROI in Cloud and On-Premise applications. As cloud computing becomes more relevant, and more data, applications, services, and processes are moved out to cloud computing platforms, the need for MDM becomes ever more important. Oracle's MDM suite is designed to deal with all four of the above Cloud issues listed in the IDC survey.   Security - MDM manages all master data attribute privacy and resource access control issues. Integration - MDM pre-integrates Cloud Apps with each other and with On Premise applications at the data level. Operational Costs - MDM significantly reduces operational costs by increasing data quality, thereby improving enterprise business processes efficiency. Compliance - MDM, with its built in Data Governance capabilities, insures that the data is governed according to organizational standards. This facilitates rapid and accurate reporting for compliance purposes. Oracle MDM creates governed high quality master data. A unified cleansed and standardized data view is produced. The Oracle Customer Hub creates a single view of the customer. The Oracle Product Hub creates high quality product data designed to support all go-to-market processes. Oracle Supplier Hub dramatically reduces the chances of 'supplier exceptions'. Oracle Site Hub masters locations. And Oracle Hyperion Data Relationship Management masters financial reference data and manages enterprise hierarchies across operational areas from ERP to EPM and CRM to SCM. Oracle Fusion Middleware connects Cloud and On Premise applications to MDM Hubs and brings high quality master data to your enterprise business processes.   An independent analyst once said "Poor data quality is like dirt on the windshield. You may be able to drive for a long time with slowly degrading vision, but at some point, you either have to stop and clear the windshield or risk everything."  Cloud Computing has the potential to significantly degrade data quality across the enterprise over time. Deploying a Master Data Management solution prior to or in conjunction with a move to the Cloud can insure that the data flowing into the enterprise from the Cloud is clean and governed. This will in turn insure that expected returns on the investment in Cloud Computing will be realized.       Oracle MDM has proven its metal in this area and has the customers to back that up. In fact, I will be hosting a webcast on Tuesday, April 10th at 10 am PT with one of our top Cloud customers, the Church Pension Group. They have moved all mainline applications to a hosted model and use Oracle MDM to insure the master data is managed and cleansed before it is propagated to other cloud and internal systems. I invite you join Martin Hossfeld, VP, IT Operations, and Danette Patterson, Enterprise Data Manager as they review business drivers for MDM and hosted applications, how they did it, the benefits achieved, and lessons learned. You can register for this free webcast here.  Hope to see you there.

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  • And What's Your Brand Worth? ...anything?

    - by [email protected]
    100 Best Global Brands from Business Week Story: The Great Trust Offensive Slide Show: Top Brands 2009 Methodology: Picking the Winners The recession has presented marketing executives around the world with the toughest test of their careers. Some brands have prospered amid the hard times--or at least held their own. Others have slipped a surprising number of places on our ninth annual ranking, compiled by consultancy Interbrand. But for seven brands, impressive performances saw them race up the charts to take their place on this year's list. Here are the numbers behind the rankings Rank 2009 Rank 2008 Employer 2009 Brand value($millions) 2008 Brand value($millions) Percent change(%) Country of Ownership 1 1 Coca-Cola  68,734  66,667  3 U.S. 2 2 IBM  60,211  59,031  2 U.S. 3 3 Microsoft  56,647  59,007  -4 U.S. 4 4 GE  47,777  53,086  -10 U.S. 5 5 Nokia  34,864  35,942  -3 Finland 6 8 McDonald's  32,275  31,049  4 U.S. 7 10 Google  31,980  25,590  25 U.S. 8 6 Toyota  31,330  34,050  -8 Japan 9 7 Intel  30,636  31,261  -2 U.S. 10 9 Disney  28,447  29,251  -3 U.S. 11 12 Hewlett-Packard  24,096  23,509  2 U.S. 12 11 Mercedes-Benz  23,867  25,577  -7 Germany 13 14 Gillette  22,841  22,069  4 U.S. 14 17 Cisco  22,030  21,306  3 U.S. 15 13 BMW  21,671  23,298  -7 Germany 16 16 Louis Vuitton  21,120  21,602  -2 France 17 18 Marlboro  19,010  21,300  -11 U.S. 18 20 Honda  17,803  19,079  -7 Japan 19 21 Samsung  17,518  17,689  -1 S. Korea 20 24 Apple  15,443  13,724  12 U.S. 21 22 H&M  15,375  13,840  11 Sweden 22 15 American Express  14,971  21,940  -32 U.S. 23 26 Pepsi  13,706  13,249  3 U.S. 24 23 Oracle  13,699  13,831  -1 U.S. 25 28 Nescafe  13,317  13,055  2 Switzerland 26 29 Nike  13,179  12,672  4 U.S. 27 31 SAP  12,106  12,228  -1 Germany 28 35 Ikea  12,004  10,913  10 Sweden 29 25 Sony  11,953  13,583  -12 Japan 30 33 Budweiser  11,833  11,438  3 Belgium 31 30 UPS  11,594  12,621  -8 U.S. 32 27 HSBC  10,510  13,143  -20 Britain 33 36 Canon  10,441  10,876  -4 Japan 34 39 Kellogg's  10,428  9,710  7 U.S. 35 32 Dell  10,291  11,695  -12 U.S. 36 19 Citi  10,254  20,174  -49 U.S. 37 37 JPMorgan  9,550  10,773  -11 U.S. 38 38 Goldman Sachs  9,248  10,331  -10 U.S. 39 40 Nintendo  9,210  8,772  5 Japan 40 44 Thomson Reuters  8,434  8,313  1 Canada 41 45 Gucci  8,182  8,254  -1 Italy 42 43 Philips  8,121  8,325  -2 Netherlands 43 58 Amazon  7,858  6,434  22 U.S. 44 51 L'Oreal  7,748  7,508  3 France 45 47 Accenture  7,710  7,948  -3 U.S. 46 46 eBay  7,350  7,991  -8 U.S. 47 48 Siemens  7,308  7,943  -8 Germany 48 56 Heinz  7,244  6,646  9 U.S. 49 49 Ford  7,005  7,896  -11 U.S. 50 62 Zara  6,789  5,955  14 Spain   Valuations do not represent a guarantee of future performance of the brands or companies. Data: Interbrand, BusinessWeek

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  • You Say You Want a (Customer Experience) Revolution

    - by Christie Flanagan
    Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} rev-o-lu-tion [rev-uh-loo-shuhn] noun 1. a sudden, radical or complete change 2. fundamental change in the way of thinking about or visualizing something; a change of paradigm 3. a changeover in use or preference especially in technology <the computer revolution> Lately, I've been hearing an awful lot about the customer experience revolution.  Tonight Oracle will be hosting The Experience Revolution, an evening of exploration and networking with customer experience executives in New York City where Oracle President Mark Hurd will introduce Oracle Customer Experience, a cross-stack suite of customer experience products that includes Oracle WebCenter and a number of other Oracle technologies. Then on Tuesday and Wednesday, the Forrester Customer Experience Forum East also kicks off in New York City where they'll examine how businesses can "reap the full business benefits of the customer experience revolution." So, are we in the midst of a customer experience revolution? As a consumer, I can answer that question with a definitive “yes.” When I bought my very first car, I had a lot of questions. How do I know if I’m paying a fair price? How do I know if this dealer is honest? Why do I have to sit through these good cop, bad cop shenanigans between sales and sales management at the dealership? Why do I feel like I’m doing these people a favor by giving them my business? In the end the whole experience left me feeling deeply unsatisfied. I didn’t feel that I held all that much power over the experience and the only real negotiating trick I had was to walk out, which I did, many times before actually making a purchase. Fast forward to a year ago and I found myself back in the market for a new car. The very first car that I bought had finally kicked the bucket after many years, many repair bills, and much wear and tear. Man, I had loved that car. It was time to move on, but I had a knot in my stomach when I reflected back on my last car purchase experience and dreaded the thought of going through that again. Could that have been the reason why I drove my old car for so long? But as I started the process of researching new cars, I started to feel really confident. I had a wealth of online information that helped me in my search. I went to Edmunds and plugged in some information on my preferences and left with a short list of vehicles. After an afternoon spent test driving the cars my short list, I had determined my favorite – it was a model I didn’t even know about until my research on Edmunds! But I didn’t want to go back to the dealership where I test drove it. They were clearly old school and wanted me to buy the way that they wanted to sell. No thanks! After that I went back online. I figured out exactly what people had paid for this car in my area. I found out what kind of discount others were able to negotiate from an online community forum dedicated to the make and model. I found out how the sales people were being incentivized by the manufacturer that month. I learned which dealers had the best ratings and reviews. This was actually getting exciting. I was feeling really empowered. My next step was to request online quotes from the some of the highest rated dealers but I already knew exactly how much I was going to pay. This was really a test for the dealers. My new mantra was “let he who delivers the best customer experience win.” An inside sales rep from one dealer responded to my quote request within a couple of hours. I told him I had already decided on the make and model and it was just a matter of figuring out who I would buy it from. I also told them that I was really busy and wouldn’t set foot in the dealership unless we had come to terms beforehand. Lastly, I let him know that I’d prefer to work out the details via email. He promised to get back to me shortly with a detailed quote. Over the next few days I received calls from other dealers. One asked me a host of questions that I had already answered in their lengthy online form. Another blamed their website performance issues for their delay in responding to my request. But by then it didn’t really matter because I’d already bought the car days before from the dealer who responded to me first and who was willing to adjust their sales process to accommodate my buying one. So, yes, I really do believe we are in the midst of a customer experience revolution. And every revolution leaves some victorious and other vanquished. Which side do you want to be on when it comes to the customer experience revolution?

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  • The Internet of Things Is Really the Internet of People

    - by HCM-Oracle
    By Mark Hurd - Originally Posted on LinkedIn As I speak with CEOs around the world, our conversations invariably come down to this central question: Can we change our corporate cultures and the ways we train and reward our people as rapidly as new technology is changing the work we do, the products we make and how we engage with customers? It’s a critical consideration given today’s pace of disruption, which already is straining traditional management models and HR strategies. Winning companies will bring innovation and vision to their employees and partners by attracting people who will thrive in this emerging world of relentless data, predictive analytics and unlimited what-if scenarios. So, where are we going to find employees who are as familiar with complex data as I am with orderly financial statements and business plans? I’m not just talking about high-end data scientists who most certainly will sit at or near the top of the new decision-making pyramid. Global organizations will need creative and motivated people who will devote their time to manipulating, reviewing, analyzing, sorting and reshaping data to drive business and delight customers. This might seem evident, but my conversations with business people across the globe indicate that only a small number of companies get it. In the past few years, executives have been busy keeping pace with seismic upheavals, including the rise of social customer engagement, the rapid acceleration of product-development cycles and the relentless move to mobile-first. But all of that, I think, is the start of an uphill climb to the top of a roller-coaster. Today, about 10 billion devices across the globe are connected to the Internet. In a couple of years, that number will probably double, and not because we will have bought 10 billion more computers, smart phones and tablets. This unprecedented explosion of Big Data is being triggered by the Internet of Things, which is another way of saying that the numerous intelligent devices touching our everyday lives are all becoming interconnected. Home appliances, food, industrial equipment, pets, pharmaceutical products, pallets, cars, luggage, packaged goods, athletic equipment, even clothing will be streaming data. Some data will provide important information about how to run our businesses and lead healthier lives. Much of it will be extraneous. How does a CEO cope with this unimaginable volume and velocity of data, much less harness it to excite and delight customers? Here are three things CEOs must do to tackle this challenge: 1) Take care of your employees, take care of your customers. Larry Ellison recently noted that the two most important priorities for any CEO today revolve around people: Taking care of your employees and taking care of your customers. Companies in today’s hypercompetitive business environment simply won’t be able to survive unless they’ve got world-class people at all levels of the organization. CEOs must demonstrate a commitment to employees by becoming champions for HR systems that empower every employee to fully understand his or her job, how it ties into the corporate framework, what’s expected of them, what training is available, and how they can use an embedded social network to communicate, collaborate and excel. Over the next several years, many of the world’s top industrialized economies will see a turnover in the workforce on an unprecedented scale. Across the United States, Europe, China and Japan, the “baby boomer” generation will be retiring and, by 2020, we’ll see turnovers in those regions ranging from 10 to 30 percent. How will companies replace all that brainpower, experience and know-how? How will CEOs perpetuate the best elements of their corporate cultures in the midst of this profound turnover? The challenge will be daunting, but it can be met with world-class HR technology. As companies begin replacing up to 30 percent of their workforce, they will need thousands of new types of data-native workers to exploit the Internet of Things in the service of the Internet of People. The shift in corporate mindset here can’t be overstated. The CEO has to be at the forefront of this new way of recruiting, training, motivating, aligning and developing truly 21-century talent. 2) Start thinking today about the Internet of People. Some forward-looking companies have begun pursuing the “democratization of data.” This allows more people within a company greater access to data that can help them make better decisions, move more quickly and keep pace with the changing interests and demands of their customers. As a result, we’ve seen organizations flatten out, growing numbers of well-informed people authorized to make decisions without corporate approval and a movement of engagement away from headquarters to the point of contact with the customer. These are profound changes, and I’m a huge proponent. As I think about what the next few years will bring as companies become deluged with unprecedented streams of data, I’m convinced that we’ll need dramatically different organizational structures, decision-making models, risk-management profiles and reward systems. For example, if a car company’s marketing department mines incoming data to determine that customers are shifting rapidly toward neon-green models, how many layers of approval, review, analysis and sign-off will be needed before the factory starts cranking out more neon-green cars? Will we continue to have organizations where too many people are empowered to say “No” and too few are allowed to say “Yes”? If so, how will those companies be able to compete in a world in which customers have more choices, instant access to more information and less loyalty than ever before? That’s why I think CEOs need to begin thinking about this problem right now, not in a year or two when competitors are already reshaping their organizations to match the marketplace’s new realities. 3) Partner with universities to help create a new type of highly skilled workers. Several years ago, universities introduced new undergraduate as well as graduate-level programs in analytics and informatics as the business need for deeper insights into the booming world of data began to explode. Today, as the growth rate of data continues to soar, we know that the Internet of Things will only intensify that growth. Moreover, as Big Data fuels insights that can be shaped into products and services that generate revenue, the demand for data scientists and data specialists will go on unabated. Beyond that top-level expertise, companies are going to need data-native thinkers at all levels of the organization. Where will this new type of worker come from? I think it’s incumbent on the business community to collaborate with universities to develop new curricula designed to turn out graduates who can capitalize on the data-driven world that the Internet of Things is surely going to create. These new workers will create opportunities to help their companies in fields as diverse as product design, customer service, marketing, manufacturing and distribution. They will become innovative leaders in fashioning an entirely new type of workforce and organizational structure optimized to fully exploit the Internet of Things so that it becomes a high-value enabler of the Internet of People. Mark Hurd is President of Oracle Corporation and a member of the company's Board of Directors. He joined Oracle in 2010, bringing more than 30 years of technology industry leadership, computer hardware expertise, and executive management experience to his role with the company. As President, Mr. Hurd oversees the corporate direction and strategy for Oracle's global field operations, including marketing, sales, consulting, alliances and channels, and support. He focuses on strategy, leadership, innovation, and customers.

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  • Oracle Tutor: Top 10 to Implement Sustainable Policies and Procedures

    - by emily.chorba(at)oracle.com
    Overview Your organization (executives, managers, and employees) understands the value of having written business process documents (process maps, procedures, instructions, reference documents, and form abstracts). Policies and procedures should be documented because they help to reduce the range of individual decisions and encourage management by exception: the manager only needs to give special attention to unusual problems, not covered by a specific policy or procedure. As more and more procedures are written to cover recurring situations, managers will begin to make decisions which will be consistent from one functional area to the next.Companies should take a project management approach when implementing an environment for a sustainable documentation program and do the following:1. Identify an Executive Champion2. Put together a winning team3. Assign ownership4. Centralize publishing5. Establish the Document Maintenance Process Up Front6. Document critical activities only7. Document actual practice8. Minimize documentation9. Support continuous improvement10. Keep it simple 1. Identify an Executive ChampionAppoint a top down driver. Select one key individual to be a mentor for the procedure planning team. The individual should be a senior manager, such as your company president, CIO, CFO, the vice-president of quality, manufacturing, or engineering. Written policies and procedures can be important supportive aids when known to express the thinking for the chief executive officer and / or the president and to have his or her full support. 2. Put Together a Winning TeamChoose a strong Project Management Leader and staff the procedure planning team with management members from cross functional groups. Make sure team members have the responsibility - and the authority - to make things happen.The winning team should consist of the Documentation Project Manager, Document Owners (one for each functional area), a Document Controller, and Document Specialists (as needed). The Tutor Implementation Guide has complete job descriptions for these roles. 3. Assign Ownership It is virtually impossible to keep process documentation simple and meaningful if employees who are far removed from the activity itself create it. It is impossible to keep documentation up-to-date when responsibility for the document is not clearly understood.Key to the Tutor methodology, therefore, is the concept of ownership. Each document has a single owner, who is responsible for ensuring that the document is necessary and that it reflects actual practice. The owner must be a person who is knowledgeable about the activity and who has the authority to build consensus among the persons who participate in the activity as well as the authority to define or change the way an activity is performed. The owner must be an advocate of the performers and negotiate, not dictate practices.In the Tutor environment, a document's owner is the only person with the authority to approve an update to that document. 4. Centralize Publishing Although it is tempting (especially in a networked environment and with document management software solutions) to decentralize the control of all documents -- with each owner updating and distributing his own -- Tutor promotes centralized publishing by assigning the Document Administrator (gate keeper) to manage the updates and distribution of the procedures library. 5. Establish a Document Maintenance Process Up Front (and stick to it) Everyone in your organization should know they are invited to suggest changes to procedures and should understand exactly what steps to take to do so. Tutor provides a set of procedures to help your company set up a healthy document control system. There are many document management products available to automate some of the document change and maintenance steps. Depending on the size of your organization, a simple document management system can reduce the effort it takes to track and distribute document changes and updates. Whether your company decides to store the written policies and procedures on a file server or in a database, the essential tasks for maintaining documents are the same, though some tasks are automated. 6. Document Critical Activities Only The best way to keep your documentation simple is to reduce the number of process documents to a bare minimum and to include in those documents only as much detail as is absolutely necessary. The first step to reducing process documentation is to document only those activities that are deemed critical. Not all activities require documentation. In fact, some critical activities cannot and should not be standardized. Others may be sufficiently documented with an instruction or a checklist and may not require a procedure. A document should only be created when it enhances the performance of the employee performing the activity. If it does not help the employee, then there is no reason to maintain the document. Activities that represent little risk (such as project status), activities that cannot be defined in terms of specific tasks (such as product research), and activities that can be performed in a variety of ways (such as advertising) often do not require documentation. Sometimes, an activity will evolve to the point where documentation is necessary. For example, an activity performed by single employee may be straightforward and uncomplicated -- that is, until the activity is performed by multiple employees. Sometimes, it is the interaction between co-workers that necessitates documentation; sometimes, it is the complexity or the diversity of the activity.7. Document Actual Practices The only reason to maintain process documentation is to enhance the performance of the employee performing the activity. And documentation can only enhance performance if it reflects reality -- that is, current best practice. Documentation that reflects an unattainable ideal or outdated practices will end up on the shelf, unused and forgotten.Documenting actual practice means (1) auditing the activity to understand how the work is really performed, (2) identifying best practices with employees who are involved in the activity, (3) building consensus so that everyone agrees on a common method, and (4) recording that consensus.8. Minimize Documentation One way to keep it simple is to document at the highest level possible. That is, include in your documents only as much detail as is absolutely necessary.When writing a document, you should ask yourself, What is the purpose of this document? That is, what problem will it solve?By focusing on this question, you can target the critical information.• What questions are the end users likely to have?• What level of detail is required?• Is any of this information extraneous to the document's purpose? Short, concise documents are user friendly and they are easier to keep up to date. 9. Support Continuous Improvement Employees who perform an activity are often in the best position to identify improvements to the process. In other words, continuous improvement is a natural byproduct of the work itself -- but only if the improvements are communicated to all employees who are involved in the process, and only if there is consensus among those employees.Traditionally, process documentation has been used to dictate performance, to limit employees' actions. In the Tutor environment, process documents are used to communicate improvements identified by employees. How does this work? The Tutor methodology requires a process document to reflect actual practice, so the owner of a document must routinely audit its content -- does the document match what the employees are doing? If it doesn't, the owner has the responsibility to evaluate the process, to build consensus among the employees, to identify "best practices," and to communicate these improvements via a document update. Continuous improvement can also be an outgrowth of corrective action -- but only if the solutions to problems are communicated effectively. The goal should be to solve a problem once and only once, which means not only identifying the solution, but ensuring that the solution becomes part of the process. The Tutor system provides the method through which improvements and solutions are documented and communicated to all affected employees in a cost-effective, timely manner; it ensures that improvements are not lost or confined to a single employee. 10. Keep it Simple Process documents don't have to be complex and unfriendly. In fact, the simpler the format and organization, the more likely the documents will be used. And the simpler the method of maintenance, the more likely the documents will be kept up-to-date. Keep it simply by:• Minimizing skills and training required• Following the established Tutor document format and layout• Avoiding technology just for technology's sake No other rule has as major an impact on the success of your internal documentation as -- keep it simple. Learn More For more information about Tutor, visit Oracle.Com or the Tutor Blog. Post your questions at the Tutor Forum.   Emily Chorba Principle Product Manager Oracle Tutor & BPM 

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  • Rapid Evolution of Society & Technology

    - by Michael Snow
    We caught up with Brian Solis on the phone the other day and Christie Flanagan had a chance to chat with him and learn a bit more about him and some of the concepts he'll be addressing in our Social Business Thought Leaders Webcast on Thursday 12/13/12. «--- Interview with Brian Solis  Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-family:"Calibri","sans-serif"; mso-ascii- mso-ascii-theme-font:minor-latin; mso-fareast- mso-fareast-theme-font:minor-latin; mso-hansi- mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Be sure and register for this week's webcast ---» ------------------- Guest post by Brian Solis. Reposted (Borrowed) from his posting of May 24, 2012 Dear [insert business name], what’s your promise? - Brian Solis You say you want to get closer to customers, but your actions are different than your words. You say you want to “surprise and delight” customers, but your product development teams are too busy building against a roadmap without consideration of the 5th P of marketing…people. Your employees are your number one asset, however the infrastructure of the organization has turned once optimistic and ambitious intrapreneurs into complacent cogs or worse, your greatest detractors. You question the adoption of disruptive technology by your internal champions yet you’ve not tried to find the value for yourself. You’re a change agent and you truly wish to bring about change, but you’ve not invested time or resources to answer “why” in your endeavors to become a connected or social business. If we are to truly change, we must find purpose. We must uncover the essence of our business and the value it delivers to traditional and connected consumers. We must rethink the spirit of today’s embrace and clearly articulate how transformation is going to improve customer and employee experiences and relationships now and over time. Without doing so, any attempts at evolution will be thwarted by reality. In an era of Digital Darwinism, no business is too big to fail or too small to succeed. These are undisciplined times which require alternative approaches to recognize and pursue new opportunities. But everything begins with acknowledging the 360 view of the world that you see today is actually a filtered view of managed and efficient convenience. Today, many organizations that were once inspired by innovation and engagement have fallen into a process of marketing, operationalizing, managing, and optimizing. That might have worked for the better part of the last century, but for the next 10 years and beyond, new vision, leadership and supporting business models will be written to move businesses from rigid frameworks to adaptive and agile entities. I believe that today’s executives will undergo a great test; a test of character, vision, intention, and universal leadership. It starts with a simple, but essential question…what is your promise? Notice, I didn’t ask about your brand promise. Nor did I ask for you to cite your mission and vision statements. This is much more than value propositions or manufactured marketing language designed to hook audiences and stakeholders. I asked for your promise to me as your consumer, stakeholder, and partner. This isn’t about B2B or B2C, but instead, people to people, person to person. It is this promise that will breathe new life into an organization that on the outside, could be misdiagnosed as catatonic by those who are disrupting your markets. A promise, for example, is meant to inspire. It creates alignment. It serves as the foundation for your vision, mission, and all business strategies and it must come from the top to mean anything. For without it, we cannot genuinely voice what it is we stand for or stand behind. Think for a moment about the definition of community. It’s easy to confuse a workplace or a market where everyone simply shares common characteristics. However, a community in this day and age is much more than belonging to something, it’s about doing something together that makes belonging matter The next few years will force a divide where companies are separated by intention as measured by actions and words. But, becoming a social business is not enough. Becoming more authentic and transparent doesn’t serve as a mantra for a renaissance. A promise is the ink that inscribes the spirit of the relationship between you and me. A promise serves as the words that influence change from within and change beyond the halls of our business. It is the foundation for a renewed embrace, one that must then find its way to every aspect of the organization. It’s the difference between a social business and an adaptive business. While an adaptive business can also be social, it is the culture of the organization that strives to not just use technology to extend current philosophies or processes into new domains, but instead give rise to a new culture where striving for relevance is among its goals. The tools and networks simply become enablers of a greater mission You are reading this because you believe in something more than what you’re doing today. While you fight for change within your organization, remember to aim for a higher purpose. Organizations that strive for innovation, imagination, and relevance will outperform those that do not. Part of your job is to lead a missionary push that unites the groundswell with a top down cascade. Change will only happen because you and other internal champions see what others can’t and will do what other won’t. It takes resolve. It takes the ability to translate new opportunities into business value. And, it takes courage. “This is a very noisy world, so we have to be very clear what we want them to know about us”-Steve Jobs ----------------------------------------------------------------- So -- where do you begin to evaluate the kind of experience you are delivering for your customers, partners, and employees?  Take a look at this White Paper: Creating a Successful and Meaningful Customer Experience on the Web and then have a cup of coffee while you listen to the sage advice of Guy Kawasaki in a short video below.   An interview with Guy Kawasaki on Maximizing Social Media Channels 

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  • Developing a Cost Model for Cloud Applications

    - by BuckWoody
    Note - please pay attention to the date of this post. As much as I attempt to make the information below accurate, the nature of distributed computing means that components, units and pricing will change over time. The definitive costs for Microsoft Windows Azure and SQL Azure are located here, and are more accurate than anything you will see in this post: http://www.microsoft.com/windowsazure/offers/  When writing software that is run on a Platform-as-a-Service (PaaS) offering like Windows Azure / SQL Azure, one of the questions you must answer is how much the system will cost. I will not discuss the comparisons between on-premise costs (which are nigh impossible to calculate accurately) versus cloud costs, but instead focus on creating a general model for estimating costs for a given application. You should be aware that there are (at this writing) two billing mechanisms for Windows and SQL Azure: “Pay-as-you-go” or consumption, and “Subscription” or commitment. Conceptually, you can consider the former a pay-as-you-go cell phone plan, where you pay by the unit used (at a slightly higher rate) and the latter as a standard cell phone plan where you commit to a contract and thus pay lower rates. In this post I’ll stick with the pay-as-you-go mechanism for simplicity, which should be the maximum cost you would pay. From there you may be able to get a lower cost if you use the other mechanism. In any case, the model you create should hold. Developing a good cost model is essential. As a developer or architect, you’ll most certainly be asked how much something will cost, and you need to have a reliable way to estimate that. Businesses and Organizations have been used to paying for servers, software licenses, and other infrastructure as an up-front cost, and power, people to the systems and so on as an ongoing (and sometimes not factored) cost. When presented with a new paradigm like distributed computing, they may not understand the true cost/value proposition, and that’s where the architect and developer can guide the conversation to make a choice based on features of the application versus the true costs. The two big buckets of use-types for these applications are customer-based and steady-state. In the customer-based use type, each successful use of the program results in a sale or income for your organization. Perhaps you’ve written an application that provides the spot-price of foo, and your customer pays for the use of that application. In that case, once you’ve estimated your cost for a successful traversal of the application, you can build that into the price you charge the user. It’s a standard restaurant model, where the price of the meal is determined by the cost of making it, plus any profit you can make. In the second use-type, the application will be used by a more-or-less constant number of processes or users and no direct revenue is attached to the system. A typical example is a customer-tracking system used by the employees within your company. In this case, the cost model is often created “in reverse” - meaning that you pilot the application, monitor the use (and costs) and that cost is held steady. This is where the comparison with an on-premise system becomes necessary, even though it is more difficult to estimate those on-premise true costs. For instance, do you know exactly how much cost the air conditioning is because you have a team of system administrators? This may sound trivial, but that, along with the insurance for the building, the wiring, and every other part of the system is in fact a cost to the business. There are three primary methods that I’ve been successful with in estimating the cost. None are perfect, all are demand-driven. The general process is to lay out a matrix of: components units cost per unit and then multiply that times the usage of the system, based on which components you use in the program. That sounds a bit simplistic, but using those metrics in a calculation becomes more detailed. In all of the methods that follow, you need to know your application. The components for a PaaS include computing instances, storage, transactions, bandwidth and in the case of SQL Azure, database size. In most cases, architects start with the first model and progress through the other methods to gain accuracy. Simple Estimation The simplest way to calculate costs is to architect the application (even UML or on-paper, no coding involved) and then estimate which of the components you’ll use, and how much of each will be used. Microsoft provides two tools to do this - one is a simple slider-application located here: http://www.microsoft.com/windowsazure/pricing-calculator/  The other is a tool you download to create an “Return on Investment” (ROI) spreadsheet, which has the advantage of leading you through various questions to estimate what you plan to use, located here: https://roianalyst.alinean.com/msft/AutoLogin.do?d=176318219048082115  You can also just create a spreadsheet yourself with a structure like this: Program Element Azure Component Unit of Measure Cost Per Unit Estimated Use of Component Total Cost Per Component Cumulative Cost               Of course, the consideration with this model is that it is difficult to predict a system that is not running or hasn’t even been developed. Which brings us to the next model type. Measure and Project A more accurate model is to actually write the code for the application, using the Software Development Kit (SDK) which can run entirely disconnected from Azure. The code should be instrumented to estimate the use of the application components, logging to a local file on the development system. A series of unit and integration tests should be run, which will create load on the test system. You can use standard development concepts to track this usage, and even use Windows Performance Monitor counters. The best place to start with this method is to use the Windows Azure Diagnostics subsystem in your code, which you can read more about here: http://blogs.msdn.com/b/sumitm/archive/2009/11/18/introducing-windows-azure-diagnostics.aspx This set of API’s greatly simplifies tracking the application, and in fact you can use this information for more than just a cost model. After you have the tracking logs, you can plug the numbers into ay of the tools above, which should give a representative cost or in some cases a unit cost. The consideration with this model is that the SDK fabric is not a one-to-one comparison with performance on the actual Windows Azure fabric. Those differences are usually smaller, but they do need to be considered. Also, you may not be able to accurately predict the load on the system, which might lead to an architectural change, which changes the model. This leads us to the next, most accurate method for a cost model. Sample and Estimate Using standard statistical and other predictive math, once the application is deployed you will get a bill each month from Microsoft for your Azure usage. The bill is quite detailed, and you can export the data from it to do analysis, and using methods like regression and so on project out into the future what the costs will be. I normally advise that the architect also extrapolate a unit cost from those metrics as well. This is the information that should be reported back to the executives that pay the bills: the past cost, future projected costs, and unit cost “per click” or “per transaction”, as your case warrants. The challenge here is in the model itself - statistical methods are not foolproof, and the larger the sample (in this case I recommend the entire population, not a smaller sample) is key. References and Tools Articles: http://blogs.msdn.com/b/patrick_butler_monterde/archive/2010/02/10/windows-azure-billing-overview.aspx http://technet.microsoft.com/en-us/magazine/gg213848.aspx http://blog.codingoutloud.com/2011/06/05/azure-faq-how-much-will-it-cost-me-to-run-my-application-on-windows-azure/ http://blogs.msdn.com/b/johnalioto/archive/2010/08/25/10054193.aspx http://geekswithblogs.net/iupdateable/archive/2010/02/08/qampa-how-can-i-calculate-the-tco-and-roi-when.aspx   Other Tools: http://cloud-assessment.com/ http://communities.quest.com/community/cloud_tools

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  • Mobile BI Comes of Age

    - by rich.clayton(at)oracle.com
    Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} One of the hot topics in the Business Intelligence industry is mobility.  More specifically the question is how business can be transformed by the iPhone and the iPad.  In June 2003, Gartner predicted that Mobile BI would be obsolete and that the technology was headed for the 'trough of disillusionment'.  I agreed with them at that time.  Many vendors like MicroStrategy and Business Objects jumped into the fray attempting to show how PDA's like Palm Pilots could be integrated with BI.  Their investments resulted in interesting demos with no commercial traction.  Why, because wireless networks and mobile operating systems were primitive, immature and slow. In my opinion, Apple's iOS has changed everything in Mobile BI.  Yes Blackberry, Android and Symbian and all the rest have their place in the market but I believe that increasingly consumers (not IT departments) influence BI decision making processes.  Consumers are choosing the iPhone and the iPad. The number of iPads I see in business meetings now is staggering.  Some use it for email and note taking and others are starting to use corporate applications.  The possibilities for Mobile BI are countless and I would expect to see iPads enterprise-wide over the next few years.   These new devices will provide just-in-time access to critical business information.  Front-line managers interacting with customers, suppliers, patients or citizens will have information literally at their fingertips. I've experimented with several mobile BI tools.  They look cool but like their Executive Information System (EIS) predecessors of the 1990's these tools lack a backbone and a plausible integration strategy.  EIS was a viral technology in the early 1990's.  Executives from every industry and job function were showcasing their dashboards to fellow co-workers and colleagues at the country club.  Just like the iPad, every senior manager wanted one.  EIS wasn't a device however, it was a software application.   EIS quickly faded into the software sunset as it lacked integration with corporate information systems.  BI servers  replaced EIS because the technology focused on the heavy data lifting of integrating, normalizing, aggregating and managing large, complex data volumes.  The devices are here to stay. The cute stand-alone mobile BI tools, not so much. If all you're looking to do is put Excel files on your iPad, there are plenty of free tools on the market.  You'll look cool at your next management meeting but after a few weeks, the cool factor will fade away and you'll be wondering how you will ever maintain it.  If however you want secure, consistent, reliable information on your iPad, you need an integration strategy and a way to model the data.  BI Server technologies like the Oracle BI Foundation is a market leading approach to tackle that issue. I liken the BI mobility frenzy to buying classic cars.  Classic Cars have two buying groups - teenagers and middle-age folks looking to tinker.  Teenagers look at the pin-stripes and the paint job while middle-agers (like me)  kick the tires a bit and look under the hood to check out the quality and reliability of the engine.  Mobile BI tools sure look sexy but don't go very far without an engine and a transmission or an integration strategy. The strategic question in Mobile BI is can these startups build a motor and transmission faster than Oracle can re-paint the car?  Oracle has a great engine and a transmission that connects to all enterprise information assets.  We're working on the new paint job and are excited about the possibilities.  Just as vertical integration worked in the automotive business, it too works in the technology industry.

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  • Why We Should Learn to Stop Worrying and Love Millennials

    - by HCM-Oracle
    By Christine Mellon Much is said and written about the new generations of employees entering our workforce, as though they are a strange specimen, a mysterious life form to be “figured out,” accommodated and engaged – at a safe distance, of course.  At its worst, this talk takes a critical and disapproving tone, with baby boomer employees adamantly refusing to validate this new breed of worker, let alone determine how to help them succeed and achieve their potential.   The irony of our baby-boomer resentments and suspicions is that they belie the fact that we created the very vision that younger employees are striving to achieve.  From our frustrations with empty careers that did not fulfill us, from our opposition to “the man,” from our sharp memories of our parents’ toiling for 30 years just for the right to retire, from the simple desire not to live our lives in a state of invisibility, came the seeds of hope for something better. One characteristic of Millennial workers that grew from these seeds is the desire to experience as much as possible.  They are the “Experiential Employee”, with a passion for growing in diverse ways and expanding personal and professional horizons.  Rather than rooting themselves in a single company for a career, or even in a single career path, these employees are committed to building a broad portfolio of experiences and capabilities that will enable them to make a difference and to leave a mark of significance in the world.  How much richer is the organization that nurtures and leverages this inclination?  Our curmudgeonly ways must be surrendered and our focus redirected toward building the next generation of talent ecosystems, if we are to optimize what future generations have to offer.   Accelerating Professional Development In spite of our Boomer grumblings about Millennials’ “unrealistic” expectations, the truth is that we have a well-matched set of circumstances.  We have executives-in-waiting who want to learn quickly and a concurrent, urgent need to ramp up their development time, based on anticipated high levels of retirement in the next 10+ years.  Since we need to rapidly skill up these heirs to the corporate kingdom, isn’t it a fortunate coincidence that they are hungry to learn, develop and move fluidly throughout our organizations??  So our challenge now is to efficiently operationalize the wisdom we have acquired about effective learning and development.   We have already evolved from classroom-based models to diverse instructional methods.  The next step is to find the best approaches to help younger employees learn quickly and apply new learnings in an impactful way.   Creating temporary or even permanent functional partnerships among Millennial employees is one way to maximize outcomes.  This might take the form of 2 or more employees owning aspects of what once fell under a single role.  While one might argue this would mean duplication of resources, it could be a short term cost while employees come up to speed.  And the potential benefits would be numerous:  leveraging and validating the inherent sense of community of new generations, creating cross-functional skills with broad applicability, yielding additional perspectives and approaches to traditional work outcomes, and accelerating the performance curve for incumbents through Cooperative Learning (Johnson, D. and Johnson R., 1989, 1999).  This well-researched teaching strategy, where students support each other in the absorption and application of new information, has been shown to deliver faster, more efficient learning, and greater retention. Alternately, perhaps short term contracts with exiting retirees, or former retirees, to help facilitate the development of following generations may have merit.  Again, a short term cost, certainly.  However, the gains realized in shortening the learning curve, and strengthening engagement are substantial and lasting. Ultimately, there needs to be creative thinking applied for each organization on how to accelerate the capabilities of our future leaders in unique ways that mesh with current culture. The manner in which performance is evaluated must finally shift as well.  Employees will need to be assessed on how well they have developed key skills and capabilities vs. end-to-end mastery of functional positions they have no interest in keeping for an entire career. As we become more comfortable in placing greater and greater weight on competencies vs. tasks, we will realize increased organizational agility via this new generation of workers, which will be further enhanced by their natural flexibility and appetite for change. Revisiting Succession  For many years, organizations have failed to deliver desired succession planning outcomes.  According to CEB’s 2013 research, only 28% of current leaders were pre-identified in a succession plan. These disappointing results, along with the entrance of the experiential, Millennial employee into the workforce, may just provide the needed impetus for HR to reinvent succession processes.   We have recognized that the best professional development efforts are not always linear, and the time has come to fully adopt this philosophy in regard to succession as well.  Paths to specific organizational roles will not look the same for newer generations who seek out unique learning opportunities, without consideration of a singular career destination.  Rather than charting particular jobs as precursors for key positions, the experiences and skills behind what makes an incumbent successful must become essential in succession mapping.  And the multitude of ways in which those experiences and skills may be acquired must be factored into the process, along with the individual employee’s level of learning agility. While this may seem daunting, it is necessary and long overdue.  We have talked about the criticality of competency-based succession, however, we have not lived up to our own rhetoric.  Many Boomers have experienced the same frustration in our careers; knowing we are capable of shining in a particular role, but being denied the opportunity due to how our career history lined up, on paper, with documented job requirements.  These requirements usually emphasized past jobs/titles and specific tasks, versus capabilities, drive and willingness (let alone determination) to learn new things.  How satisfying would it be for us to leave a legacy where such narrow thinking no longer applies and potential is amplified? Realizing Diversity Another bloom from the seeds we Boomers have tried to plant over the past decades is a completely evolved view of diversity.  Millennial employees assume a diverse workforce, and are startled by anything less.  Their social tolerance, nurtured by wide and diverse networks, is unprecedented.  College graduates expect a similar landscape in the “real world” to what they experienced throughout their lives.  They appreciate and seek out divergent points of view and experiences without needing any persuasion.  The face of our U.S. workforce will likely see dramatic change as Millennials apply their fresh take on hiring and building strong teams, with an inherent sense of inclusion.  This wonderful aspect of the Millennial wave should be celebrated and strongly encouraged, as it is the fulfillment of our own aspirations. Future Perfect The Experiential Employee is operating more as a free agent than a long term player, and their commitment will essentially last as long as meaningful organizational culture and personal/professional opportunities keep their interest.  As Boomers, we have laid the foundation for this new, spirited employment attitude, and we should take pride in knowing that.  Generations to come will challenge organizations to excel in how they identify, manage and nurture talent. Let’s support and revel in the future that we’ve helped invent, rather than lament what we think has been lost.  After all, the future is always connected to the past.  And as so eloquently phrased by Antoine Lavoisier, French nobleman, chemist and politico:  “Nothing is Lost, Nothing is Created, and Everything is Transformed.” Christine has over 25 years of diverse HR experience.  She has held HR consulting and corporate roles, including CHRO positions for Echostar in Denver, a 6,000+ employee global engineering firm, and Aepona, a startup software firm, successfully acquired by Intel. Christine is a resource to Oracle clients, to assist in Human Capital Management strategy development and implementation, compensation practices, talent development initiatives, employee engagement, global HR management, and integrated HR systems and processes that support the full employee lifecycle. 

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  • The Madness of March

    - by Kristin Rose
    Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} From “Linsanity” to “LOB City”, there is no doubt that basketball dominates the month of March. As many are aware, March Madness is well underway and continues to be a time when college basketball teams get together to bring their A-game to the court. Here at Oracle we also like to bring our A-game, and that includes some new players and talent from our newly acquired companies. Each new acquisition expands Oracle’s solution portfolio, fills customer requirements, and ultimately brings greater opportunities for partners. OPN follows a consistent approach to delivering key information about these acquisitions to you in a timely manner. We do this so partners can get educated, get trained and gain access to demand gen and sales tools. Through this slam dunk of a process we provide (using Pillar Data Systems as an example): A welcome page where partners can download information and learn how to sell and maximize sales returns. A Discovery section where partners can listen to key Oracle Executives speak about the many benefits this new solution brings, as well review a FAQ sheet. A Prepare section where partners can learn about the product strategies and the different OPN Knowledge Zones that have become available. A Sell and Deliver section that partners can leverage when discussing product positioning and functionality, as well as gain access to relevant deliverables. Just as any competitive team strives to be #1, Oracle also wants to stay best-in-class which is why we have recently joined forces with some ‘baller’ companies such as RightNow, Endeca and Pillar Axiom to secure our place in the industry bracket. By running our 3-2 Oracle play and bringing in our newly acquired products, we are able to deliver a solid, expanded solution to our partners. These and many other MVP companies have helped Oracle broaden its offerings and score big. Watch the half time show below to find out what Judson thinks about Oracle’s current offerings: Mergers and acquisitions are a strategic part of how we currently go to market. If you haven’t done so already, dribble down or post up and visit the Acquisition Catalog to learn more about Oracle’s acquired products and the unique benefits they can bring to your own court. Or click here to learn about the ways of monetizing opportunities through Oracle acquisitions. Until Next Time, It’s Game Time, The OPN Communications Team Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}

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  • Projected Results

    - by Sylvie MacKenzie, PMP
    Excerpt from PROFIT - ORACLE - by Monica Mehta Yasser Mahmud has seen a revolution in project management over the past decade. During that time, the former Primavera product strategist (who joined Oracle when his company was acquired in 2008) has not only observed a transformation in the way IT systems support corporate projects but the role project portfolio management (PPM) plays in the enterprise. “15 years ago project management was the domain of project management office (PMO),” Mahmud recalls of earlier days. “But over the course of the past decade, we've seen it transform into a mission critical enterprise discipline, that has made Primavera indispensable in the board room. Now, as a senior manager, a board member, or a C-level executive you have direct and complete visibility into what’s kind of going on in the organization—at a level of detail that you're going to consume that information.” Now serving as Oracle’s vice president of product strategy and industry marketing, Mahmud shares his thoughts on how Oracle’s Primavera solutions have evolved and how best-in-class project portfolio management systems can help businesses stay competitive. Profit: What do you feel are the market dynamics that are changing project management today? Mahmud: First, the data explosion. We're generating data at twice the rate at which we can actually store it. The same concept applies for project-intensive organizations. A lot of data is gathered, but what are we really doing with it? Are we turning data into insight? Are we using that insight and turning it into foresight with analytics tools? This is a key driver that will separate the very good companies—the very competitive companies—from those that are not as competitive. Another trend is centered on the explosion of mobile computing. By the year 2013, an estimated 35 percent of the world’s workforce is going to be mobile. That’s one billion people. So the question is not if you're going to go mobile, it’s how fast you are going to go mobile. What kind of impact does that have on how the workforce participates in projects? What worked ten to fifteen years ago is not going to work today. It requires a real rethink around the interfaces and how data is actually presented. Profit: What is the role of project management in this new landscape? Mahmud: We recently conducted a PPM study with the Economist Intelligence Unit centered to determine how important project management is considered within organizations. Our target was primarily CFOs, CIOs, and senior managers and we discovered that while 95 percent of participants believed it critical to their business, only six percent were confident that projects were delivered on time and on budget. That’s a huge gap. Most organizations are looking for efficiency, especially in these volatile financial times. But senior management can’t keep track of every project in a large organization. As a result, executives are attempting to inventory the work being conducted under their watch. What is often needed is a very high-level assessment conducted at the board level to say, “Here are the 50 initiatives that we have underway. How do they line up with our strategic drivers?” This line of questioning can provide early warning that work and strategy are out of alignment; finding the gap between what the business needs to do and the actual performance scorecard. That’s low-hanging fruit for any executive looking to increase efficiency and save money. But it can only be obtained through proper assessment of existing projects—and you need a project system of record to get that done. Over the next decade or so, project management is going to transform into holistic work management. Business leaders will want make sure key projects align with corporate strategy, but also the ability to drill down into daily activity and smaller projects to make sure they line up as well. Keeping employees from working on tasks—even for a few hours—that don’t line up with corporate goals will, in many ways, become a competitive differentiator. Profit: How do all of these market challenges and shifting trends impact Oracle’s Primavera solutions and meeting customers’ needs? Mahmud: For Primavera, it’s a transformation from being a project management application to a PPM system in the enterprise. Also making that system a mission-critical application by connecting to other key applications within the ecosystem, such as the enterprise resource planning (ERP), supply chain, and CRM systems. Analytics have also become a huge component. Business analytics have made Oracle’s Primavera applications pertinent in the boardroom. Now, as a senior manager, a board member, a CXO, CIO, or CEO, you have direct visibility into what’s going on in the organization at a level that you're able to consume that information. In addition, all of this information pairs up really well with your financials and other data. Certainly, when you're an Oracle shop, you have that visibility that you didn’t have before from a project execution perspective. Profit: What new strategies and tools are being implemented to create a more efficient workplace for users? Mahmud: We believe very strongly that just because you call something an enterprise project portfolio management system doesn’t make it so—you have to get people to want to participate in the system. This can’t be mandated down from the top. It simply doesn’t work that way. A truly adoptable solution is one that makes it super easy for all types users to participate, by providing them interfaces where they live. Keeping that in mind, a major area of development has been alternative user interfaces. This is increasingly resulting in the creation of lighter weight, targeted interfaces such as iOS applications, and smartphones interfaces such as for iPhone and Android platform. Profit: How does this translate into the development of Oracle’s Primavera solutions? Mahmud: Let me give you a few examples. We recently announced the launch of our Primavera P6 Team Member application, which is a native iOS application for the iPhone. This interface makes it easier for team members to do their jobs quickly and effectively. Similarly, we introduced the Primavera analytics application, which can be consumed via mobile devices, and when married with Oracle Spatial capabilities, users can get a geographical view of what’s going on and which projects are occurring in various locations around the world. Lastly, we introduced advanced email integration that allows project team members to status work via E-mail. This functionality leverages the fact that users are in E-mail system throughout the day and allows them to status their work without the need to launch the Primavera application. It comes back to a mantra: provide as many alternative user interfaces as possible, so you can give people the ability to work, to participate, to raise issues, to create projects, in the places where they live. Do it in such a way that it’s non-intrusive, do it in such a way that it’s easy and intuitive and they can get it done in a short amount of time. If you do that, workers can get back to doing what they're actually getting paid for.

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  • BI Applications overview

    - by sv744
    Welcome to Oracle BI applications blog! This blog will talk about various features, general roadmap, description of functionality and implementation steps related to Oracle BI applications. In the first post we start with an overview of the BI apps and will delve deeper into some of the topics below in the upcoming weeks and months. If there are other topics you would like us to talk about, pl feel free to provide feedback on that. The Oracle BI applications are a set of pre-built applications that enable pervasive BI by providing role-based insight for each functional area, including sales, service, marketing, contact center, finance, supplier/supply chain, HR/workforce, and executive management. For example, Sales Analytics includes role-based applications for sales executives, sales management, as well as front-line sales reps, each of whom have different needs. The applications integrate and transform data from a range of enterprise sources—including Siebel, Oracle, PeopleSoft, SAP, and others—into actionable intelligence for each business function and user role. This blog  starts with the key benefits and characteristics of Oracle BI applications. In a series of subsequent blogs, each of these points will be explained in detail. Why BI apps? Demonstrate the value of BI to a business user, show reports / dashboards / model that can answer their business questions as part of the sales cycle. Demonstrate technical feasibility of BI project and significantly lower risk and improve success Build Vs Buy benefit Don’t have to start with a blank sheet of paper. Help consolidate disparate systems Data integration in M&A situations Insulate BI consumers from changes in the OLTP Present OLTP data and highlight issues of poor data / missing data – and improve data quality and accuracy Prebuilt Integrations BI apps support prebuilt integrations against leading ERP sources: Fusion Applications, E- Business Suite, Peoplesoft, JD Edwards, Siebel, SAP Co-developed with inputs from functional experts in BI and Applications teams. Out of the box dimensional model to source model mappings Multi source and Multi Instance support Rich Data Model    BI apps have a very rich dimensionsal data model built over 10 years that incorporates best practises from BI modeling perspective as well as reflect the source system complexities  Thanks for reading a long post, and be on the lookout for future posts.  We will look forward to your valuable feedback on these topics as well as suggestions on what other topics would you like us to cover. I Conformed dimensional model across all business subject areas allows cross functional reporting, e.g. customer / supplier 360 Over 360 fact tables across 7 product areas CRM – 145, SCM – 47, Financials – 28, Procurement – 20, HCM – 27, Projects – 18, Campus Solutions – 21, PLM - 56 Supported by 300 physical dimensions Support for extensive calendars; Gregorian, enterprise and ledger based Conformed data model and metrics for real time vs warehouse based reporting  Multi-tenant enabled Extensive BI related transformations BI apps ETL and data integration support various transformations required for dimensional models and reporting requirements. All these have been distilled into common patterns and abstracted logic which can be readily reused across different modules Slowly Changing Dimension support Hierarchy flattening support Row / Column Hybrid Hierarchy Flattening As Is vs. As Was hierarchy support Currency Conversion :-  Support for 3 corporate, CRM, ledger and transaction currencies UOM conversion Internationalization / Localization Dynamic Data translations Code standardization (Domains) Historical Snapshots Cycle and process lifecycle computations Balance Facts Equalization of GL accounting chartfields/segments Standardized values for categorizing GL accounts Reconciliation between GL and subledgers to track accounted/transferred/posted transactions to GL Materialization of data only available through costly and complex APIs e.g. Fusion Payroll, EBS / Fusion Accruals Complex event Interpretation of source data – E.g. o    What constitutes a transfer o    Deriving supervisors via position hierarchy o    Deriving primary assignment in PSFT o    Categorizing and transposition to measures of Payroll Balances to specific metrics to support side by side comparison of measures of for example Fixed Salary, Variable Salary, Tax, Bonus, Overtime Payments. o    Counting of Events – E.g. converting events to fact counters so that for example the number of hires can easily be added up and compared alongside the total transfers and terminations. Multi pass processing of multiple sources e.g. headcount, salary, promotion, performance to allow side to side comparison. Adding value to data to aid analysis through banding, additional domain classifications and groupings to allow higher level analytical reporting and data discovery Calculation of complex measures examples: o    COGs, DSO, DPO, Inventory turns  etc o    Transfers within a Hierarchy or out of / into a hierarchy relative to view point in hierarchy. Configurability and Extensibility support  BI apps offer support for extensibility for various entities as automated extensibility or part of extension methodology Key Flex fields and Descriptive Flex support  Extensible attribute support (JDE)  Conformed Domains ETL Architecture BI apps offer a modular adapter architecture which allows support of multiple product lines into a single conformed model Multi Source Multi Technology Orchestration – creates load plan taking into account task dependencies and customers deployment to generate a plan based on a customers of multiple complex etl tasks Plan optimization allowing parallel ETL tasks Oracle: Bit map indexes and partition management High availability support    Follow the sun support. TCO BI apps support several utilities / capabilities that help with overall total cost of ownership and ensure a rapid implementation Improved cost of ownership – lower cost to deploy On-going support for new versions of the source application Task based setups flows Data Lineage Functional setup performed in Web UI by Functional person Configuration Test to Production support Security BI apps support both data and object security enabling implementations to quickly configure the application as per the reporting security needs Fine grain object security at report / dashboard and presentation catalog level Data Security integration with source systems  Extensible to support external data security rules Extensive Set of KPIs Over 7000 base and derived metrics across all modules Time series calculations (YoY, % growth etc) Common Currency and UOM reporting Cross subject area KPIs (analyzing HR vs GL data, drill from GL to AP/AR, etc) Prebuilt reports and dashboards 3000+ prebuilt reports supporting a large number of industries Hundreds of role based dashboards Dynamic currency conversion at dashboard level Highly tuned Performance The BI apps have been tuned over the years for both a very performant ETL and dashboard performance. The applications use best practises and advanced database features to enable the best possible performance. Optimized data model for BI and analytic queries Prebuilt aggregates& the ability for customers to create their own aggregates easily on warehouse facts allows for scalable end user performance Incremental extracts and loads Incremental Aggregate build Automatic table index and statistics management Parallel ETL loads Source system deletes handling Low latency extract with Golden Gate Micro ETL support Bitmap Indexes Partitioning support Modularized deployment, start small and add other subject areas seamlessly Source Specfic Staging and Real Time Schema Support for source specific operational reporting schema for EBS, PSFT, Siebel and JDE Application Integrations The BI apps also allow for integration with source systems as well as other applications that provide value add through BI and enable BI consumption during operational decision making Embedded dashboards for Fusion, EBS and Siebel applications Action Link support Marketing Segmentation Sales Predictor Dashboard Territory Management External Integrations The BI apps data integration choices include support for loading extenral data External data enrichment choices : UNSPSC, Item class etc. Extensible Spend Classification Broad Deployment Choices Exalytics support Databases :  Oracle, Exadata, Teradata, DB2, MSSQL ETL tool of choice : ODI (coming), Informatica Extensible and Customizable Extensible architecture and Methodology to add custom and external content Upgradable across releases

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  • Oracle OpenWorld Preview: Oracle WebCenter Sessions You Won’t Want to Miss

    - by Christie Flanagan
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This week on the WebCenter blog, we’ll focus in on the sessions you definitely don’t want to miss while you’re in San Francisco next week.  Monday, October 1 will be a day focused on strategy.  Here are the sessions you want to add to your calendar: CON8268 - Oracle WebCenter Strategy: Engaging Your Customers. Empowering Your Business Monday, Oct 1, 10:45 AM - 11:45 AM - Moscone West – 3001 Start things off with Oracle WebCenter’s Christian Finn, Senior Director of Evangelism and Roel Stalman, VP of Product Management to learn more about the Oracle WebCenter strategy, and to understand where Oracle is taking the platform to help companies engage, customers, empower employees, and enable partners. This session will also feature Richard Backx, Business IT Architect/Consultant, for the Dutch telecom, KPN. Richard has played a key role in the roll-out of WebCenter products for KPN’s multibrand portals with a specific focus on creating the best customer journey platform for all the company’s digital channels. Business success starts with ensuring that everyone is engaged with the right people and the right information and can access what they need through the channel of their choice—web, mobile, or social. Are you giving customers, employees, and partners the best-possible experience? Come learn how you can! Dig deeper into WebCenter’s strategy for its ECM, portal, web experience management and social collaboration in the following sessions: CON8270 - Oracle WebCenter Content Strategy and Vision Monday, Oct 1, 12:15 PM - 1:15 PM - Moscone West – 3001 Oracle WebCenter Content provides a strategic content infrastructure for managing documents, images, e-mails, and rich media files. With a single repository, organizations can address any content use case, such as accounts payable, HR onboarding, document management, compliance, records management, digital asset management, or Website management. In this session, learn about future plans for how Oracle WebCenter will address new use cases as well as new integrations with Oracle Fusion Middleware and Oracle Applications, leveraging your investments by making your users more productive and error-free. CON8269 - Oracle WebCenter Sites Strategy and Vision Monday, Oct 1, 1:45 PM - 2:45 PM - Moscone West - 3009 Oracle’s Web experience management solution, Oracle WebCenter Sites, enables organizations to use the online channel to drive customer acquisition and brand loyalty. It helps marketers and business users easily create and manage contextually relevant, social, interactive online experiences across multiple channels on a global scale. In this session, learn about future plans for how Oracle WebCenter Sites will provide you with the tools, capabilities, and integrations you need in order to continue to address your customers’ evolving requirements for engaging online experiences and keep moving your business forward. CON8271 - Oracle WebCenter Portal Strategy and Vision Monday, Oct 1, 3:15 PM - 4:15 PM - Moscone West - 3001 To innovate and keep a competitive edge, organizations need to leverage the power of agile and responsive Web applications. Oracle WebCenter Portal enables you to do just that, by delivering intuitive user experiences for enterprise applications to drive innovation with composite applications and mashups. Attend this session to learn firsthand from Oracle WebCenter Portal customers like the Los Angeles Department of Water and Power, extend the value of existing enterprise applications, business processes, and content; delivers a superior business user experience; and maximizes limited IT resources. CON8272 - Oracle Social Network Strategy and Vision Monday, Oct 1, 4:45 PM - 5:45 PM - Moscone West - 3001 One key way of increasing employee productivity is by bringing people, processes, and information together—providing new social capabilities to enable business users to quickly correspond and collaborate on business activities. Oracle WebCenter provides a user engagement platform with social and collaborative technologies to empower business users to focus on their key business processes, applications, and content in the context of their role and process. Attend this session to hear how the latest social capabilities in Oracle Social Network are enabling organizations to transform themselves into social businesses.Attention WebCenter Customers: Last Day to RSVP for WebCenter Customer Appreciation Reception Oracle WebCenter partners Fishbowl Solutions, Fujitsu, Keste, Mythics, Redstone Content Solutions, TEAM Informatics, and TekStream invite Oracle WebCenter customers to a private cocktail reception at one of San Francisco's finest hotels. Please join us and fellow Oracle WebCenter customers for hors d'oeuvres and cocktails at this exclusive reception. Don't miss this opportunity to meet and talk with executives from Oracle WebCenter product management and product marketing, and premier Oracle WebCenter partners. We look forward to seeing you! RSVP today.

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  • Do’s and Don’ts Building SharePoint Applications

    - by Bil Simser
    SharePoint is a great platform for building quick LOB applications. Simple things from employee time trackers to server and software inventory to full blown Help Desks can be crafted up using SharePoint from just customizing Lists. No programming necessary. However there are a few tricks I’ve painfully learned over the years that you can use for your own solutions. DO What’s In A Name? When you create a new list, column, or view you’ll commonly name it something like “Expense Reports”. However this has the ugly effect of creating a url to the list as “Expense%20Reports”. Or worse, an internal field name of “Expense_x0x0020_Reports” which is not only cryptic but hard to remember when you’re trying to find the column by internal name. While “Expense Reports 2011” is user friendly, “ExpenseReports2011” is not (unless you’re a programmer). So that’s not the solution. Well, not entirely. Instead when you create your column or list or view use the scrunched up name (I can’t think of the technical term for it right now) of “ExpenseReports2011”, “WomenAtTheOfficeThatAreMen” or “KoalaMeatIsGoodWhenBroiled”. After you’ve created it, go back and change the name to the more friendly “Silly Expense Reports That Nobody Reads”. The original internal name will be the url and code friendly one without spaces while the one used on data entry forms and view headers will be the human version. Smart Columns When building a view include columns that make sense. By default when you add a column the “Add to default view” is checked. Resist the urge to be lazy and leave it checked. Uncheck that puppy and decide consciously what columns should be included in the view. Pick columns that make sense to what the user is trying to do. This means you have to talk to the user. Yes, I know. That can be trying at times and even painful. Go ahead, talk to them. You might learn something. Find out what’s important to them and why. If they’re doing something repetitively as part of their job, try to make their life easier by including what’s most important to them. Do they really need to see the Created *and* Modified date of a document or do they just need the title and author? You’ll only find out after talking to them (or getting them drunk in a bar and leaving them in the back alley handcuffed to a garbage bin, don’t ask). Gotta Keep it Separated Hey, views are there for a reason. Use them. While “All Items” is a fine way to present a list of well, all items, it’s hardly sufficient to present a list of servers built before the Y2K bug hit. You’ll be scrolling the list for hours finally arriving at Page 387 of 12,591 and cursing that SharePoint guy for convincing you that putting your hardware into a list would be of any use to anyone. Next to collecting the data, presenting it is just as important. Views are often overlooked and many times ignored or misused. They’re the way you can slice and dice the data up so that you’re not trying to consume 3,000 years of human evolution on a single web page. Remember views can be filtered so feel free to create a view for each status or one for each operating system or one for each species of Information Worker you might be putting in that list or document library. Not only will it reduce the number of items someone sees at one time, it’ll also make the information that much more relevant. Also remember that each view is a separate page. Use it in navigation by creating a menu on the Quick Launch to each view. The discoverability of the Views menu isn’t overly obvious and if you violate the rule of columns (see Horizontally Scrolling below) the view menu doesn’t even show up until you shuffle the scroll bar to the left. Navigation links, big giant buttons, a screaming flashing “CLICK ME NOW” will help your users find their way. Sort It! Views are great so we’re building nice, rich views for the user. Awesomesauce. However sort is not very discoverable by the user. For example when you’re looking at a view how do you know if it’s ascending or descending and what is it sorted on. Maybe it’s sorted using two fields so what’s that all about? Help your users by letting them know the information they’re looking at is sorted. Maybe you name the view something appropriate like “Bogus Expense Claims Sorted By Deadbeats”. If you use the naming strategy just make sure you keep the name consistent with the description. In the previous example their better be a Deadbeat column so I can see the sort in action. Having a “Loser” column, while equally correct, is a little obtuse to the average Information Worker. Remember, they usually don’t use acronyms and even if they knew how to, it’s not immediately obvious to them that’s what you’re trying to convey. Another option is to simply drop a Content Editor Web Part above the list and explain exactly the view they’re looking at. Each view is it’s own page so one CEWP won’t be used across the board. Be descriptive in what the user is seeing but try to keep it brief. Dumping the first chapter of I, Claudius might be informative to the data but can gobble up screen real estate and miss the point of having the list. DO NOT Useless Attachments The attachments column is, in a word, useless. For the most part. Sure it indicates there’s an attachment on the list item but in the grand scheme of things that’s not overly informative. Maybe it is and by all means, if it makes sense to you include it. Colour it. Make it shine and stand like the Return of Clippy on every SharePoint list. Without it being functional it can be boring. EndUserSharePoint.com has an article to make the son of Clippy that much more useful so feel free to head over and check out this blog post by Paul Grenier on the task (Warning code ahead! Danger Will Robinson!) In any case, I would suggest you remove it from your views. Again if it’s important then include it but consider the jQuery solution above to make it functional. It’s added by default to views and one of things that people forget to clean up. Horizontal Scrolling Screen real estate is premium so building a list that contains 8,000 columns and stretches horizontally across 15 screens probably isn’t the most user friendly experience. Most users can’t figure out how to scroll vertically let alone horizontally so don’t make it even that more confusing for them. Take the Steve Krug approach in your view designs and try not to make the user think. Again views are your friend. Consider splitting up the data into views where one view contains 10 columns and other view contains the other 10. Okay, maybe your information doesn’t work that way but humans can only process 7 pieces of data at a time, 10 at most (then their heads explode and you don’t want to clean that mess up, especially on a Friday night before the big dance). It drives me batshit crazy when I see a view with 80 columns of data. I often ask the user “So what do you do with all this information”. The response is usually “With this data [the first 10 columns] I decide if I’m going to fire everyone, and with this data [the next 10 columns] I decide if I’m going to set the building on fire and collect the insurance”. It’s at that point I show them how to create two new views “People Who Are About To Get The Axe” and “Beach Time For The Executives”. Again, talk to your users and try to reason with them on cutting down the number of columns they see at once. Vertical Scrolling Another big faux pas I find is the use of multi-line comment fields in views. It’s not so bad when you have a statement like this in your view: “I really like, oh my god, thought I was going to scream when I saw this turtle then I decided what I was going to have for dinner and frankly I hate having to work late so when I was talking to the customer I thought, oh my god, what if the customer has turtles and then it appeared to me that I really was hungry so I'm going to have lunch now.” It’s fine if that’s the only column along with two or three others, but once you slap those 20 columns of data into the list, the comment field wraps and forms a new multi-page novel that takes up your entire screen. Do everyone a favour and just avoid adding the column to views. Train the user to just click through to the item if they need to see the contents. Duplicate Information Duplication is never good. Views and great as you can group data together. For example create a view of project status reports grouped by author. Then you can see what project manager is being a dip and not submitting their report. However if you group by author do you really need the Created By field as well in the view? Or if the view is grouped by Project then Author do you need both. Horizontal real estate is always at a premium so try not to clutter up the view with duplicate data like this. Oh  yeah, if you’re scratching your head saying “But Bil, if I don’t include the Project name in the view and I have a lot of items then how do I know which one I’m looking at”. That’s a hint that your grouping is too vague or you have too much data in the view based on that criteria. Filter it down a notch, create some views, and try to keep the group down to a single screen where you can see the group header at the top of the page. Again it’s just managing the information you have. Redundant, See Redundant This partially relates to duplicate information and smart columns but basically remember to not include the obvious in a view. Remember, don’t make me think. If you’ve gone to the trouble (and it was a lot of trouble wasn’t it?) to create separate views of your data by creating a “September Zombie Brain Sales”, “October Zombie Brain Sales”, etc. then please for the love of all that is holy do not include the Month and Product columns in your view. Similarly if you create a “My” view of anything (“My Favourite Brands of Spandex”, “My Co-Workers I Find The Urge To Disinfect”) then again, do not include the owner or author field (or whatever field you use to identify “My”). That’s just silly. Hope that helps! Happy customizing!

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  • Want to be part of the most meaningful Customer Experience conversation today?

    - by Tony Berk
    v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Today's entry is written by Chris Warner, Director, Product Strategy at Oracle. By now you’ve undoubtedly seen the blogs and announcements about Oracle OpenWorld. And perhaps you’ve also seen the news about OpenWorld’s newest sister event: Oracle Customer Experience (CX) Summit @ OpenWorld. Oracle CX Summit was created to be the most meaningful CX event, to be truly unique, to serve as the place to discover what it takes and what it really means to put the customer at the center of your business success. One long-time Oracle customer, when told about the Oracle CX Summit, put it this way: ‘This makes me rethink how I think about Oracle and Customer Experience’. Listen to what she heard and you be the judge. We believe Customer Experience (‘CX’) is a movement, not just the latest ‘IT’ tech trend. CX isn’t something you can simply ‘install’. CX is one of the most strategic initiatives an organization can undertake. Customer Experience is about connecting with an organization’s most important asset, the customer, and the critical role that connection has to an organization’s success. And there’s never been a bigger gathering of the smartest CX minds, most successful CX companies, and innovative CX examples than Oracle CX Summit. Take Subaru, for example. The company fully embraced the CX opportunity and their CX leadership will be on stage at the Oracle CX Summit to share their CX journey. They radically changed the way they interact with their customers, empower their employees, and differentiate their brand. And this is a story with a phenomenal happy ending: in a stagnant market and shrinking economy, they GREW their business and outpaced their competition. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} At Oracle CX Summit, you will be surrounded by dozens of CX leaders, visionaries and innovators like Subaru. This three-day event brings together the largest collection of thought leaders and practitioners in Customer Experience ever. Notable presenters include: v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} Seth Godin - World-renowned blogger and one ‘the World’s Top 21 Speakers’, author of 14 best-selling books like “Permission Marketing”, and founder of dozens of startups such as Squidoo.com (ranked one of the top 125 sites in the US). Kerry Bodine - VP Principal Analyst at Forrester for Customer Experience, author of the just-published book “Outside In - The Power of Putting Customers at the Center of Your Business”, and renowned author of “The Customer Experience Ecosystem”. Bruce Temkin - Co-founder and Chair of the Customer Experience Professionals Association, revered blogger of “Customer Experience Matters”, former VP Principal Analyst at Forrester for Customer Experience, Founder and Managing Partner of The Temkin Group, a leading Customer Experience research and consulting firm. George Kembel - Executive Director and Co-founder of the Stanford Design School, an established, recognized thought leader in design thinking and innovation, and a Silicon Valley based-CEO, venture capitalist and educator. Gene Alvarez - VP Research Analyst at Gartner and a recognized authority in the Retail and Consumer Goods industry. Gene has been published, featured and referenced in a variety of trade publications for Customer Experience insights. Senior Executives from innovative Customer Experience brands and agencies like AT&T, Intuit, Southwest Airlines, Marriott, Quiksilver, and Sapient. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} But the CX Summit includes much, much more. There are over 30+ role-driven sessions and rountables as well as one-of-a-kind events including: v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} The Customer Experience Innovation Tent featuring hands-on demonstrations of bleeding-edge customer experiences like the Share Happy Ice Cream Machine A hands-on Customer Journey Mapping Workshop that lets you learn design thinking techniques for innovating differentiated experiences that drive cross-functional alignment Access to the Oracle OpenWorld Exhibition Halls and DEMOgrounds as well as a week-long Live Music Festival and the Oracle Appreciation Event featuring Pearl Jam and Kings of Leon Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} At Oracle, we are quite proud of our award-winning suite of CX products, a suite of solutions that can help an organization greatly accelerate their CX journey. But Oracle CX Summit isn’t about products. It’s about how an organization can succeed in its CX initiative. There’s never been a bigger gathering of the smartest CX minds, most successful CX companies, and innovative CX examples than Oracle CX Summit. Come join the Customer Experience Revolution. Register for Oracle CX Summit @ OpenWorld here. v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} --

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  • CodePlex Daily Summary for Saturday, July 27, 2013

    CodePlex Daily Summary for Saturday, July 27, 2013Popular ReleasesSharpCompress - a fully native C# library for RAR, 7Zip, Zip, Tar, GZip, BZip2: SharpCompress 0.10: - Added support for RAR Decryption (thanks to https://github.com/hrasyid) - Embedded some BouncyCastle crypto classes to allow RAR Decryption and Winzip AES Decryption in Portable and Windows Store DLLs - Built in Release (I think)Memory Teaser Game: Full Release 1.1.0: -> Fixed Memory leak issue. -> Restart game button issue. -> Added Splash screen. -> Changed Release Icon. This is the version 1.1.0.0VG-Ripper & PG-Ripper: VG-Ripper 2.9.46: changes FIXED LoginOfflineBrowser: Preview Release: This is a preview release so that others can help me find bugs. This should be pretty stable, but any bugs found should be reported here as an Issue.Home Access Plus+: v9.4.0727: Released to allow you to disable secure LDAP queriesOpen Source Job board: Version X3: Full version of job board, didn't have monies to fund it so it's free.DSeX DragonSpeak eXtended Editor: Version 1.0.116.0726: Cleaned up Wizard Interface Added Functionality for RTF UndoRedo IE Inserting Text from Wizard output to the Tabbed Editor Added Sanity Checks to Search/Replace Dialog to prevent crashes Fixed Template and Paste undoredo Fix Undoredo Blank spots Added New_FileTag Const = "(New FIle)" Added Filename to Modified FileClose queries (Thanks Lothus Marque)Math.NET Numerics: Math.NET Numerics v2.6.0: What's New in Math.NET Numerics 2.6 - Announcement, Explanations and Sample Code. New: Linear Curve Fitting Linear least-squares fitting (regression) to lines, polynomials and linear combinations of arbitrary functions. Multi-dimensional fitting. Also works well in F# with the F# extensions. New: Root Finding Brent's method. ~Candy Chiu, Alexander Täschner Bisection method. ~Scott Stephens, Alexander Täschner Broyden's method, for multi-dimensional functions. ~Alexander Täschner ...Microsoft .NET Gadgeteer: .NET Gadgeteer Core 2.43.800: The .NET Gadgeteer Core installer includes the core libraries and end user project templates for Microsoft .NET Gadgeteer. This is a prerequisite for end users to build and deploy .NET Gadgeteer projects. It includes a project template wizard in the New Project dialog in Visual Studio 2012 or 2010 (or express versions) under the Gadgeteer tab - ".NET Gadgeteer Application". This template uses a graphical designer built for Visual Studio which allows end users to visually configure .NET Gadget...FogBugzPd - Project Dashboard For FogBugz: 1.0: First public release of FogBugzPd. Zip File includes web application. Requires: IIS 7+ Sql Server 2008/2012 or Sql Server Express 2012 .NET 4.5Open Url Rewriter for DotNetNuke: Open Url Rewriter Core 0.4.3 (Beta): bug fix for removing home page New Tab with rules count for each Portal with memory use estimation OpenUrlRewriter_00.04.03_Install.zip : for dnn 6.01 to 7.06 OpenUrlRewriter71_00.04.03_Install.zip : for dnn 7.1KerbalAlarmClock: v2.5.0.0 Release: Version 2.5.0.0 Recompiled it for 0.21 Fixed some issues with Hyperbolic orbits and AN/DN NodesAJAX Control Toolkit: July 2013 Release: AJAX Control Toolkit Release Notes - July 2013 Release Version 7.0725July 2013 release of the AJAX Control Toolkit. AJAX Control Toolkit .NET 4.5 – AJAX Control Toolkit for .NET 4.5 and sample site (Recommended). AJAX Control Toolkit .NET 4 – AJAX Control Toolkit for .NET 4 and sample site (Recommended). AJAX Control Toolkit .NET 3.5 – AJAX Control Toolkit for .NET 3.5 and sample site (Recommended). Notes: - Instructions for using the AJAX Control Toolkit with ASP.NET 4.5 can be found at...MJP's DirectX 11 Samples: Specular Antialiasing Sample: Sample code to complement my presentation that's part of the Physically Based Shading in Theory and Practice course at SIGGRAPH 2013, entitled "Crafting a Next-Gen Material Pipeline for The Order: 1886". Demonstrates various methods of preventing aliasing from specular BRDF's when using high-frequency normal maps. The zip file contains source code as well as a pre-compiled x64 binary.Kartris E-commerce: Kartris v2.5003: This fixes an issue where search engines appear to identify as IE and so trigger the noIE page if there is not a non-responsive skin specified.GoAgent GUI: GoAgent GUI 1.3.5 Alpha (20130723): ????????Alpha?,???????????,?????????????。 ??????????GoAgent???(???phus lu?GitHub??????GoAgent??????,??????????????????) ????????????????????????Bug ?????????。??????????????。 ????issue????,????????,????????????????。LogicCircuit: LogicCircuit 2.13.07.22: Logic Circuit - is educational software for designing and simulating logic circuits. Intuitive graphical user interface, allows you to create unrestricted circuit hierarchy with multi bit buses, debug circuits behavior with oscilloscope, and navigate running circuits hierarchy. Changes of this versionYou can make visual elements of the circuit been visible on its symbols. This way you can build composite displays, keyboards and reuse them. Please read about displays for more details http://ww...LINQ to Twitter: LINQ to Twitter v2.1.08: Supports .NET 3.5, .NET 4.0, .NET 4.5, Silverlight 4.0, Windows Phone 7.1, Windows Phone 8, Client Profile, Windows 8, and Windows Azure. 100% Twitter API coverage. Also supports Twitter API v1.1! Also on NuGet.AcDown?????: AcDown????? v4.4.3: ??●AcDown??????????、??、??、???????。????,????,?????????????????????????。???????????Acfun、????(Bilibili)、??、??、YouTube、??、???、??????、SF????、????????????。 ●??????AcPlay?????,??????、????????????????。 ● AcDown???????C#??,????.NET Framework 2.0??。?????"Acfun?????"。 ??v4.4.3 ?? ??Bilibili????????????? ???????????? ????32??64? Windows XP/Vista/7/8 ???? 32??64? ???Linux ????(1)????????Windows XP???,????????.NET Framework 2.0???(x86),?????"?????????"??? (2)???????????Linux???,????????Mono?? ??2.10?...Magick.NET: Magick.NET 6.8.6.601: Magick.NET linked with ImageMagick 6.8.6.6. These zip files are also available as a NuGet package: https://nuget.org/profiles/dlemstra/New Projectsagree grammar engineering environment: agree is a concurrent parse/generation engine, a .NET implementation of the DELPH-IN joint reference formalism for natural language analysis. AWF's Utility Library: A collection of awf utilities C# chat client with server: Newest chat with client and server.Charming components for Windows Phone: Build Charming apps for Windows Phone. Adds ready-made Search, Share and Settings functionality to Windows Phone. Share more code across platforms.Darkorbit Configuration Manager: config manager dark orbit darkorbit eltepvpers heaven 'Heaven. configuration manager configurationmanagerDarkorbit MultiTool: dark orbit darkorbit multi tool mulitool heaven 'Heaven. elitepvpers awesome skylab bot trade bot techcenter bot multiaccount diabind: Python binding of DIA (Debug Interface Access) SDKDoodle .Net Connector: This library allows an easy access to the Doodle REST API.DssCECB Version 2.0: aaaeCommunity: e-communityEFDemo: This is a demo for Entity frameworkEmployee Directory Webpart in SharePoint 2010: Employee Directory for SharePoint 2010EntityContext: A lightweight wrapper around Entity Framework allowing for accessing some internals of the framework, as well as, some functionality usually required.EwsRelentless: This is a sample application which demonstrates you might place a heavy load of EWS calls against an Exchange server in order to test performance. FogBugzPd - Project Dashboard For FogBugz: This tool helps PMs, Tech Leads and Executives to see actual progress on the projects tracked in FogBugz.HP Battery Health Scan Script: Silently runs HP Battery Check Utility and saves result to an Access DB.I am following: Users can follow nearly everything in SharePoint 2013. This solution provides a list of followed contend where ever you need it in you SharePoint.Image Viewer: Simple image viewer written for academic purposes LIBRERIA PRISA: sistema de ventasLiduv: Facilitate teachers daily work including creating marks and lesson drafts, curricula and calculating marks for written tests etc.Maze Builder Library: A builder for random maze generationPayPal Express Checkout for nopCommerce: nopCommerce plugin to allow for PayPal Express Checkout. Full integration with shipping options.PsTest - UnitTesting for PowerShell: PsTest is a lightweight UnitTesting Module for use in PowerShell. It lets PowerShell users create, discover and run UnitTests in PowerShell.SIGE: sistema integral gestion educativaSql Mass Dumper: Sql Mass Dumper. A simple project to dump all the data in your SQL Server in XML or in JSON format.SSIS Wait Task: A SSIS task which suspends execution for a time period or until a specific time. Additionally a sql statement can be defined that can also delay execution.Tactical Combat - Unity3d Game: A first person shooter! The main character is Billy Hills, need a story plot.The open source customer relation and billing software.: Memtem in a open source customer relation and billing software written in C#.NET.Tridion Gateway Service: WCF Support for the Tridion TOM COM APIWINJS CTK: WinJS Control kit is a set of custom WINJS controls that are not supported by Windows 8.

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  • Project Management Helps AmeriCares Deliver International Aid

    - by Sylvie MacKenzie, PMP
    Excerpt from PROFIT - ORACLE - by Alison Weiss Handle with Care Sound project management helps AmeriCares bring international aid to those in need. The stakes are always high for AmeriCares. On a mission to restore health and save lives during times of disaster, the nonprofit international relief and humanitarian aid organization delivers donated medicines, medical supplies, and humanitarian aid to people in the U.S. and around the globe. Founded in 1982 with the express mission of responding as quickly and efficiently as possible to help people in need, the Stamford, Connecticut-based AmeriCares has delivered more than US$10.5 billion in aid to 147 countries over the past three decades. Launch the Slideshow “It’s critically important to us that we steward all the donations and that the medical supplies and medicines get to people as quickly as possible with no loss,” says Kate Sears, senior vice president for finance and technology at AmeriCares. “Whether we’re shipping IV solutions to victims of cholera in Haiti or antibiotics to Somali famine victims, we need to get the medicines there sooner because it means more people will be helped and lives improved or even saved.” Ten years ago, the tracking systems used by AmeriCares associates were paper-based. In recent years, staff started using spreadsheets, but the tracking processes were not standardized between teams. “Every team was tracking completely different information,” says Megan McDermott, senior associate, Sub-Saharan Africa partnerships, at AmeriCares. “It was just a few key things. For example, we tracked the date a shipment was supposed to arrive and the date we got reports from our partner that a hospital received aid on their end.” While the data was accurate, much detail was being lost in the process. AmeriCares management knew it could do a better job of tracking this enterprise data and in 2011 took a significant step by implementing Oracle’s Primavera P6 Professional Project Management. “It’s a comprehensive solution that has helped us improve the monitoring and controlling processes. It has allowed us to do our distribution better,” says Sears. In addition, the implementation effort has been a change agent, helping AmeriCares leadership rethink project management across the entire organization. Initially, much of the focus was on standardizing processes, but staff members also learned the importance of thinking proactively to prevent possible problems and evaluating results to determine if goals and objectives are truly being met. Such data about process efficiency and overall results is critical not only to AmeriCares staff but also to the donors supporting the organization’s life-saving missions. Efficiency Saves Lives One of AmeriCares’ core operations is to gather product donations from the private sector, establish where the most-urgent needs are, and solicit monetary support to send the aid via ocean cargo or airlift to welfare- and health-oriented nongovernmental organizations, hospitals, health networks, and government ministries based in areas in need. In 2011 alone, AmeriCares sent more than 3,500 shipments to 95 countries in response to both ongoing humanitarian needs and more than two dozen emergencies, including deadly tornadoes and storms in the U.S. and the devastating tsunami in Japan. When it comes to nonprofits in general, donors want to know that the charitable organizations they support are using funds wisely. Typically, nonprofits are evaluated by donors in terms of efficiency, an area where AmeriCares has an excellent reputation: 98 percent of expenses go directly to supporting programs and less than 2 percent represent administrative and fundraising costs. Donors, however, should look at more than simple efficiency, says Peter York, senior partner and chief research and learning officer at TCC Group, a nonprofit consultancy headquartered in New York, New York. They should also look at whether organizations have the systems in place to sustain their missions and continue to thrive. An expert on nonprofit organizational management, York has spent years studying sustainable charitable organizations. He defines them as nonprofits that are able to achieve the ongoing financial support to stay relevant and continue doing core mission work. In his analysis of well over 2,500 larger nonprofits, York has found that many are not sustaining, and are actually scaling back in size. “One of the biggest challenges of nonprofit sustainability is the general public’s perception that every dollar donated has to go only to the delivery of service,” says York. “What our data shows is that there are some fundamental capacities that have to be there in order for organizations to sustain and grow.” York’s research highlights the importance of data-driven leadership at successful nonprofits. “You’ve got to have the tools, the systems, and the technologies to get objective information on what you do, the people you serve, and the results you’re achieving,” says York. “If leaders don’t have the knowledge and the data, they can’t make the strategic decisions about programs to take organizations to the next level.” Historically, AmeriCares associates have used time-tested and cost-effective strategies to ship and then track supplies from donation to delivery to their destinations in designated time frames. When disaster strikes, AmeriCares ships by air and generally pulls out all the stops to deliver the most urgently needed aid within the first few days and weeks. Then, as situations stabilize, AmeriCares turns to delivering sea containers for the postemergency and ongoing aid so often needed over the long term. According to McDermott, getting a shipment out the door is fairly complicated, requiring as many as five different AmeriCares teams collaborating together. The entire process can take months—from when products are received in the warehouse and deciding which recipients to allocate supplies to, to getting customs and governmental approvals in place, actually shipping products, and finally ensuring that the products are received in-country. Delivering that aid is no small affair. “Our volume exceeds half a billion dollars a year worth of donated medicines and medical supplies, so it’s a sizable logistical operation to bring these products in and get them out to the right place quickly to have the most impact,” says Sears. “We really pride ourselves on our controls and efficiencies.” Adding to that complexity is the fact that the longer it takes to deliver aid, the more dire the human need can be. Any time AmeriCares associates can shave off the complicated aid delivery process can translate into lives saved. “It’s really being able to track information consistently that will help us to see where are the bottlenecks and where can we work on improving our processes,” says McDermott. Setting a Standard Productivity and information management improvements were key objectives for AmeriCares when staff began the process of implementing Oracle’s Primavera solution. But before configuring the software, the staff needed to take the time to analyze the systems already in place. According to Greg Loop, manager of database systems at AmeriCares, the organization received guidance from several consultants, including Rich D’Addario, consulting project manager in the Primavera Global Business Unit at Oracle, who was instrumental in shepherding the critical requirements-gathering phase. D’Addario encouraged staff to begin documenting shipping processes by considering the order in which activities occur and which ones are dependent on others to get accomplished. This exercise helped everyone realize that to be more efficient, they needed to keep track of shipments in a more standard way. “The staff didn’t recognize formal project management methodology,” says D’Addario. “But they did understand what the most important things are and that if they go wrong, an entire project can go off course.” Before, if a boatload of supplies was being sent to Haiti and there was a problem somewhere, a lot of time was taken up finding out where the problem was—because staff was not tracking things in a standard way. As a result, even more time was needed to find possible solutions to the problem and alert recipients that the aid might be delayed. “For everyone to put on the project manager hat and standardize the way every single thing is done means that now the whole organization is on the same page as to what needs to occur from the time a hurricane hits Haiti and when a boat pulls in to unload supplies,” says D’Addario. With so much care taken to put a process foundation firmly in place, configuring the Primavera solution was actually quite simple. Specific templates were set up for different types of shipments, and dashboards were implemented to provide executives with clear overviews of every project in the system. AmeriCares’ Loop reports that system planning, refining, and testing, followed by writing up documentation and training, took approximately four months. The system went live in spring 2011 at AmeriCares’ Connecticut headquarters. While the nonprofit has an international presence, with warehouses in Europe and offices in Haiti, India, Japan, and Sri Lanka, most donated medicines come from U.S. entities and are shipped from the U.S. out to the rest of the world. In addition, all shipments are tracked from the U.S. office. AmeriCares doesn’t expect the Primavera system to take months off the shipping time, especially for sea containers. However, any time saved is still important because it will allow aid to be delivered to people more quickly at a lower overall cost. “If we can trim a day or two here or there, that can translate into lives that we’re saving, especially in emergency situations,” says Sears. A Cultural Change Beyond the measurable benefits that come with IT-driven process improvement, AmeriCares management is seeing a change in culture as a result of the Primavera project. One change has been treating every shipment of aid as a project, and everyone involved with facilitating shipments as a project manager. “This is a revolutionary concept for us,” says McDermott. “Before, we were used to thinking we were doing logistics—getting a container from point A to point B without looking at it as one project and really understanding what it meant to manage it.” AmeriCares staff is also happy to report that collaboration within the organization is much more efficient. When someone creates a shipment in the Primavera system, the same shared template is used, which means anyone can log in to the system to see the status of a shipment. Knowledgeable staff can access a shipment project to help troubleshoot a problem. Management can easily check the status of projects across the organization. “Dashboards are really useful,” says McDermott. “Instead of going into the details of each project, you can just see the high-level real-time information at a glance.” The new system is helping team members focus on proactively managing shipments rather than simply reacting when problems occur. For example, when a container is shipped, documents must be included for customs clearance. Now, the shipping template has built-in reminders to prompt team members to ask for copies of these documents from freight forwarders and to follow up with partners to discover if a shipment is on time. In the past, staff may not have worked on securing these documents until they’d been notified a shipment had arrived in-country. Another benefit of capturing and adopting best practices within the Primavera system is that staff training is easier. “Capturing the processes in documented steps and milestones allows us to teach new staff members how to do their jobs faster,” says Sears. “It provides them with the knowledge of their predecessors so they don’t have to keep reinventing the wheel.” With the Primavera system already generating positive results, management is eager to take advantage of advanced capabilities. Loop is working on integrating the company’s proprietary inventory management system with the Primavera system so that when logistics or warehousing operators input data, the information will automatically go into the Primavera system. In the past, this information had to be manually keyed into spreadsheets, often leading to errors. Mining Historical Data Another feature on the horizon for AmeriCares is utilizing Primavera P6 Professional Project Management reporting capabilities. As the system begins to include more historical data, management soon will be able to draw on this information to conduct analysis that has not been possible before and create customized reports. For example, at the beginning of the shipment process, staff will be able to use historical data to more accurately estimate how long the approval process should take for a particular country. This could help ensure that food and medicine with limited shelf lives do not get stuck in customs or used beyond their expiration dates. The historical data in the Primavera system will also help AmeriCares with better planning year to year. The nonprofit’s staff has always put together a plan at the beginning of the year, but this has been very challenging simply because it is impossible to predict disasters. Now, management will be able to look at historical data and see trends and statistics as they set current objectives and prepare for future need. In addition, this historical data will provide AmeriCares management with the ability to review year-end data and compare actual project results with goals set at the beginning of the year—to see if desired outcomes were achieved and if there are areas that need improvement. It’s this type of information that is so valuable to donors. And, according to York, project management software can play a critical role in generating the data to help nonprofits sustain and grow. “It is important to invest in systems to help replicate, expand, and deliver services,” says York. “Project management software can help because it encourages nonprofits to examine program or service changes and how to manage moving forward.” Sears believes that AmeriCares donors will support the return on investment the organization will achieve with the Primavera solution. “It won’t be financial returns, but rather how many more people we can help for a given dollar or how much more quickly we can respond to a need,” says Sears. “I think donors are receptive to such arguments.” And for AmeriCares, it is all about the future and increasing results. The project management environment currently may be quite simple, but IT staff plans to expand the complexity and functionality as the organization grows in its knowledge of project management and the goals it wants to achieve. “As we use the system over time, we’ll continue to refine our best practices and accumulate more data,” says Sears. “It will advance our ability to make better data-driven decisions.”

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  • Quick guide to Oracle IRM 11g: Classification design

    - by Simon Thorpe
    Quick guide to Oracle IRM 11g indexThis is the final article in the quick guide to Oracle IRM. If you've followed everything prior you will now have a fully functional and tested Information Rights Management service. It doesn't matter if you've been following the 10g or 11g guide as this next article is common to both. ContentsWhy this is the most important part... Understanding the classification and standard rights model Identifying business use cases Creating an effective IRM classification modelOne single classification across the entire businessA context for each and every possible granular use caseWhat makes a good context? Deciding on the use of roles in the context Reviewing the features and security for context roles Summary Why this is the most important part...Now the real work begins, installing and getting an IRM system running is as simple as following instructions. However to actually have an IRM technology easily protecting your most sensitive information without interfering with your users existing daily work flows and be able to scale IRM across the entire business, requires thought into how confidential documents are created, used and distributed. This article is going to give you the information you need to ask the business the right questions so that you can deploy your IRM service successfully. The IRM team here at Oracle have over 10 years of experience in helping customers and it is important you understand the following to be successful in securing access to your most confidential information. Whatever you are trying to secure, be it mergers and acquisitions information, engineering intellectual property, health care documentation or financial reports. No matter what type of user is going to access the information, be they employees, contractors or customers, there are common goals you are always trying to achieve.Securing the content at the earliest point possible and do it automatically. Removing the dependency on the user to decide to secure the content reduces the risk of mistakes significantly and therefore results a more secure deployment. K.I.S.S. (Keep It Simple Stupid) Reduce complexity in the rights/classification model. Oracle IRM lets you make changes to access to documents even after they are secured which allows you to start with a simple model and then introduce complexity once you've understood how the technology is going to be used in the business. After an initial learning period you can review your implementation and start to make informed decisions based on user feedback and administration experience. Clearly communicate to the user, when appropriate, any changes to their existing work practice. You must make every effort to make the transition to sealed content as simple as possible. For external users you must help them understand why you are securing the documents and inform them the value of the technology to both your business and them. Before getting into the detail, I must pay homage to Martin White, Vice President of client services in SealedMedia, the company Oracle acquired and who created Oracle IRM. In the SealedMedia years Martin was involved with every single customer and was key to the design of certain aspects of the IRM technology, specifically the context model we will be discussing here. Listening carefully to customers and understanding the flexibility of the IRM technology, Martin taught me all the skills of helping customers build scalable, effective and simple to use IRM deployments. No matter how well the engineering department designed the software, badly designed and poorly executed projects can result in difficult to use and manage, and ultimately insecure solutions. The advice and information that follows was born with Martin and he's still delivering IRM consulting with customers and can be found at www.thinkers.co.uk. It is from Martin and others that Oracle not only has the most advanced, scalable and usable document security solution on the market, but Oracle and their partners have the most experience in delivering successful document security solutions. Understanding the classification and standard rights model The goal of any successful IRM deployment is to balance the increase in security the technology brings without over complicating the way people use secured content and avoid a significant increase in administration and maintenance. With Oracle it is possible to automate the protection of content, deploy the desktop software transparently and use authentication methods such that users can open newly secured content initially unaware the document is any different to an insecure one. That is until of course they attempt to do something for which they don't have any rights, such as copy and paste to an insecure application or try and print. Central to achieving this objective is creating a classification model that is simple to understand and use but also provides the right level of complexity to meet the business needs. In Oracle IRM the term used for each classification is a "context". A context defines the relationship between.A group of related documents The people that use the documents The roles that these people perform The rights that these people need to perform their role The context is the key to the success of Oracle IRM. It provides the separation of the role and rights of a user from the content itself. Documents are sealed to contexts but none of the rights, user or group information is stored within the content itself. Sealing only places information about the location of the IRM server that sealed it, the context applied to the document and a few other pieces of metadata that pertain only to the document. This important separation of rights from content means that millions of documents can be secured against a single classification and a user needs only one right assigned to be able to access all documents. If you have followed all the previous articles in this guide, you will be ready to start defining contexts to which your sensitive information will be protected. But before you even start with IRM, you need to understand how your own business uses and creates sensitive documents and emails. Identifying business use cases Oracle is able to support multiple classification systems, but usually there is one single initial need for the technology which drives a deployment. This need might be to protect sensitive mergers and acquisitions information, engineering intellectual property, financial documents. For this and every subsequent use case you must understand how users create and work with documents, to who they are distributed and how the recipients should interact with them. A successful IRM deployment should start with one well identified use case (we go through some examples towards the end of this article) and then after letting this use case play out in the business, you learn how your users work with content, how well your communication to the business worked and if the classification system you deployed delivered the right balance. It is at this point you can start rolling the technology out further. Creating an effective IRM classification model Once you have selected the initial use case you will address with IRM, you need to design a classification model that defines the access to secured documents within the use case. In Oracle IRM there is an inbuilt classification system called the "context" model. In Oracle IRM 11g it is possible to extend the server to support any rights classification model, but the majority of users who are not using an application integration (such as Oracle IRM within Oracle Beehive) are likely to be starting out with the built in context model. Before looking at creating a classification system with IRM, it is worth reviewing some recognized standards and methods for creating and implementing security policy. A very useful set of documents are the ISO 17799 guidelines and the SANS security policy templates. First task is to create a context against which documents are to be secured. A context consists of a group of related documents (all top secret engineering research), a list of roles (contributors and readers) which define how users can access documents and a list of users (research engineers) who have been given a role allowing them to interact with sealed content. Before even creating the first context it is wise to decide on a philosophy which will dictate the level of granularity, the question is, where do you start? At a department level? By project? By technology? First consider the two ends of the spectrum... One single classification across the entire business Imagine that instead of having separate contexts, one for engineering intellectual property, one for your financial data, one for human resources personally identifiable information, you create one context for all documents across the entire business. Whilst you may have immediate objections, there are some significant benefits in thinking about considering this. Document security classification decisions are simple. You only have one context to chose from! User provisioning is simple, just make sure everyone has a role in the only context in the business. Administration is very low, if you assign rights to groups from the business user repository you probably never have to touch IRM administration again. There are however some obvious downsides to this model.All users in have access to all IRM secured content. So potentially a sales person could access sensitive mergers and acquisition documents, if they can get their hands on a copy that is. You cannot delegate control of different documents to different parts of the business, this may not satisfy your regulatory requirements for the separation and delegation of duties. Changing a users role affects every single document ever secured. Even though it is very unlikely a business would ever use one single context to secure all their sensitive information, thinking about this scenario raises one very important point. Just having one single context and securing all confidential documents to it, whilst incurring some of the problems detailed above, has one huge value. Once secured, IRM protected content can ONLY be accessed by authorized users. Just think of all the sensitive documents in your business today, imagine if you could ensure that only everyone you trust could open them. Even if an employee lost a laptop or someone accidentally sent an email to the wrong recipient, only the right people could open that file. A context for each and every possible granular use case Now let's think about the total opposite of a single context design. What if you created a context for each and every single defined business need and created multiple contexts within this for each level of granularity? Let's take a use case where we need to protect engineering intellectual property. Imagine we have 6 different engineering groups, and in each we have a research department, a design department and manufacturing. The company information security policy defines 3 levels of information sensitivity... restricted, confidential and top secret. Then let's say that each group and department needs to define access to information from both internal and external users. Finally add into the mix that they want to review the rights model for each context every financial quarter. This would result in a huge amount of contexts. For example, lets just look at the resulting contexts for one engineering group. Q1FY2010 Restricted Internal - Engineering Group 1 - Research Q1FY2010 Restricted Internal - Engineering Group 1 - Design Q1FY2010 Restricted Internal - Engineering Group 1 - Manufacturing Q1FY2010 Restricted External- Engineering Group 1 - Research Q1FY2010 Restricted External - Engineering Group 1 - Design Q1FY2010 Restricted External - Engineering Group 1 - Manufacturing Q1FY2010 Confidential Internal - Engineering Group 1 - Research Q1FY2010 Confidential Internal - Engineering Group 1 - Design Q1FY2010 Confidential Internal - Engineering Group 1 - Manufacturing Q1FY2010 Confidential External - Engineering Group 1 - Research Q1FY2010 Confidential External - Engineering Group 1 - Design Q1FY2010 Confidential External - Engineering Group 1 - Manufacturing Q1FY2010 Top Secret Internal - Engineering Group 1 - Research Q1FY2010 Top Secret Internal - Engineering Group 1 - Design Q1FY2010 Top Secret Internal - Engineering Group 1 - Manufacturing Q1FY2010 Top Secret External - Engineering Group 1 - Research Q1FY2010 Top Secret External - Engineering Group 1 - Design Q1FY2010 Top Secret External - Engineering Group 1 - Manufacturing Now multiply the above by 6 for each engineering group, 18 contexts. You are then creating/reviewing another 18 every 3 months. After a year you've got 72 contexts. What would be the advantages of such a complex classification model? You can satisfy very granular rights requirements, for example only an authorized engineering group 1 researcher can create a top secret report for access internally, and his role will be reviewed on a very frequent basis. Your business may have very complex rights requirements and mapping this directly to IRM may be an obvious exercise. The disadvantages of such a classification model are significant...Huge administrative overhead. Someone in the business must manage, review and administrate each of these contexts. If the engineering group had a single administrator, they would have 72 classifications to reside over each year. From an end users perspective life will be very confusing. Imagine if a user has rights in just 6 of these contexts. They may be able to print content from one but not another, be able to edit content in 2 contexts but not the other 4. Such confusion at the end user level causes frustration and resistance to the use of the technology. Increased synchronization complexity. Imagine a user who after 3 years in the company ends up with over 300 rights in many different contexts across the business. This would result in long synchronization times as the client software updates all your offline rights. Hard to understand who can do what with what. Imagine being the VP of engineering and as part of an internal security audit you are asked the question, "What rights to researchers have to our top secret information?". In this complex model the answer is not simple, it would depend on many roles in many contexts. Of course this example is extreme, but it highlights that trying to build many barriers in your business can result in a nightmare of administration and confusion amongst users. In the real world what we need is a balance of the two. We need to seek an optimum number of contexts. Too many contexts are unmanageable and too few contexts does not give fine enough granularity. What makes a good context? Good context design derives mainly from how well you understand your business requirements to secure access to confidential information. Some customers I have worked with can tell me exactly the documents they wish to secure and know exactly who should be opening them. However there are some customers who know only of the government regulation that requires them to control access to certain types of information, they don't actually know where the documents are, how they are created or understand exactly who should have access. Therefore you need to know how to ask the business the right questions that lead to information which help you define a context. First ask these questions about a set of documentsWhat is the topic? Who are legitimate contributors on this topic? Who are the authorized readership? If the answer to any one of these is significantly different, then it probably merits a separate context. Remember that sealed documents are inherently secure and as such they cannot leak to your competitors, therefore it is better sealed to a broad context than not sealed at all. Simplicity is key here. Always revert to the first extreme example of a single classification, then work towards essential complexity. If there is any doubt, always prefer fewer contexts. Remember, Oracle IRM allows you to change your mind later on. You can implement a design now and continue to change and refine as you learn how the technology is used. It is easy to go from a simple model to a more complex one, it is much harder to take a complex model that is already embedded in the work practice of users and try to simplify it. It is also wise to take a single use case and address this first with the business. Don't try and tackle many different problems from the outset. Do one, learn from the process, refine it and then take what you have learned into the next use case, refine and continue. Once you have a good grasp of the technology and understand how your business will use it, you can then start rolling out the technology wider across the business. Deciding on the use of roles in the context Once you have decided on that first initial use case and a context to create let's look at the details you need to decide upon. For each context, identify; Administrative rolesBusiness owner, the person who makes decisions about who may or may not see content in this context. This is often the person who wanted to use IRM and drove the business purchase. They are the usually the person with the most at risk when sensitive information is lost. Point of contact, the person who will handle requests for access to content. Sometimes the same as the business owner, sometimes a trusted secretary or administrator. Context administrator, the person who will enact the decisions of the Business Owner. Sometimes the point of contact, sometimes a trusted IT person. Document related rolesContributors, the people who create and edit documents in this context. Reviewers, the people who are involved in reviewing documents but are not trusted to secure information to this classification. This role is not always necessary. (See later discussion on Published-work and Work-in-Progress) Readers, the people who read documents from this context. Some people may have several of the roles above, which is fine. What you are trying to do is understand and define how the business interacts with your sensitive information. These roles obviously map directly to roles available in Oracle IRM. Reviewing the features and security for context roles At this point we have decided on a classification of information, understand what roles people in the business will play when administrating this classification and how they will interact with content. The final piece of the puzzle in getting the information for our first context is to look at the permissions people will have to sealed documents. First think why are you protecting the documents in the first place? It is to prevent the loss of leaking of information to the wrong people. To control the information, making sure that people only access the latest versions of documents. You are not using Oracle IRM to prevent unauthorized people from doing legitimate work. This is an important point, with IRM you can erect many barriers to prevent access to content yet too many restrictions and authorized users will often find ways to circumvent using the technology and end up distributing unprotected originals. Because IRM is a security technology, it is easy to get carried away restricting different groups. However I would highly recommend starting with a simple solution with few restrictions. Ensure that everyone who reasonably needs to read documents can do so from the outset. Remember that with Oracle IRM you can change rights to content whenever you wish and tighten security. Always return to the fact that the greatest value IRM brings is that ONLY authorized users can access secured content, remember that simple "one context for the entire business" model. At the start of the deployment you really need to aim for user acceptance and therefore a simple model is more likely to succeed. As time passes and users understand how IRM works you can start to introduce more restrictions and complexity. Another key aspect to focus on is handling exceptions. If you decide on a context model where engineering can only access engineering information, and sales can only access sales data. Act quickly when a sales manager needs legitimate access to a set of engineering documents. Having a quick and effective process for permitting other people with legitimate needs to obtain appropriate access will be rewarded with acceptance from the user community. These use cases can often be satisfied by integrating IRM with a good Identity & Access Management technology which simplifies the process of assigning users the correct business roles. The big print issue... Printing is often an issue of contention, users love to print but the business wants to ensure sensitive information remains in the controlled digital world. There are many cases of physical document loss causing a business pain, it is often overlooked that IRM can help with this issue by limiting the ability to generate physical copies of digital content. However it can be hard to maintain a balance between security and usability when it comes to printing. Consider the following points when deciding about whether to give print rights. Oracle IRM sealed documents can contain watermarks that expose information about the user, time and location of access and the classification of the document. This information would reside in the printed copy making it easier to trace who printed it. Printed documents are slower to distribute in comparison to their digital counterparts, so time sensitive information in printed format may present a lower risk. Print activity is audited, therefore you can monitor and react to users abusing print rights. Summary In summary it is important to think carefully about the way you create your context model. As you ask the business these questions you may get a variety of different requirements. There may be special projects that require a context just for sensitive information created during the lifetime of the project. There may be a department that requires all information in the group is secured and you might have a few senior executives who wish to use IRM to exchange a small number of highly sensitive documents with a very small number of people. Oracle IRM, with its very flexible context classification system, can support all of these use cases. The trick is to introducing the complexity to deliver them at the right level. In another article i'm working on I will go through some examples of how Oracle IRM might map to existing business use cases. But for now, this article covers all the important questions you need to get your IRM service deployed and successfully protecting your most sensitive information.

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  • Building a better mouse-trap &ndash; Improving the creation of XML Message Requests using Reflection, XML &amp; XSLT

    - by paulschapman
    Introduction The way I previously created messages to send to the GovTalk service I used the XMLDocument to create the request. While this worked it left a number of problems; not least that for every message a special function would need to created. This is OK for the short term but the biggest cost in any software project is maintenance and this would be a headache to maintain. So the following is a somewhat better way of achieving the same thing. For the purposes of this article I am going to be using the CompanyNumberSearch request of the GovTalk service – although this technique would work for any service that accepted XML. The C# functions which send and receive the messages remain the same. The magic sauce in this is the XSLT which defines the structure of the request, and the use of objects in conjunction with reflection to provide the content. It is a bit like Sweet Chilli Sauce added to Chicken on a bed of rice. So on to the Sweet Chilli Sauce The Sweet Chilli Sauce The request to search for a company based on it’s number is as follows; <GovTalkMessage xsi:schemaLocation="http://www.govtalk.gov.uk/CM/envelope http://xmlgw.companieshouse.gov.uk/v1-0/schema/Egov_ch-v2-0.xsd" xmlns="http://www.govtalk.gov.uk/CM/envelope" xmlns:dsig="http://www.w3.org/2000/09/xmldsig#" xmlns:gt="http://www.govtalk.gov.uk/schemas/govtalk/core" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" > <EnvelopeVersion>1.0</EnvelopeVersion> <Header> <MessageDetails> <Class>NumberSearch</Class> <Qualifier>request</Qualifier> <TransactionID>1</TransactionID> </MessageDetails> <SenderDetails> <IDAuthentication> <SenderID>????????????????????????????????</SenderID> <Authentication> <Method>CHMD5</Method> <Value>????????????????????????????????</Value> </Authentication> </IDAuthentication> </SenderDetails> </Header> <GovTalkDetails> <Keys/> </GovTalkDetails> <Body> <NumberSearchRequest xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="http://xmlgw.companieshouse.gov.uk/v1-0/schema/NumberSearch.xsd"> <PartialCompanyNumber>99999999</PartialCompanyNumber> <DataSet>LIVE</DataSet> <SearchRows>1</SearchRows> </NumberSearchRequest> </Body> </GovTalkMessage> This is the XML that we send to the GovTalk Service and we get back a list of companies that match the criteria passed A message is structured in two parts; The envelope which identifies the person sending the request, with the name of the request, and the body which gives the detail of the company we are looking for. The Chilli What makes it possible is the use of XSLT to define the message – and serialization to convert each request object into XML. To start we need to create an object which will represent the contents of the message we are sending. However there is a common properties in all the messages that we send to Companies House. These properties are as follows SenderId – the id of the person sending the message SenderPassword – the password associated with Id TransactionId – Unique identifier for the message AuthenticationValue – authenticates the request Because these properties are unique to the Companies House message, and because they are shared with all messages they are perfect candidates for a base class. The class is as follows; using System; using System.Collections.Generic; using System.Linq; using System.Web; using System.Security.Cryptography; using System.Text; using System.Text.RegularExpressions; using Microsoft.WindowsAzure.ServiceRuntime; namespace CompanyHub.Services { public class GovTalkRequest { public GovTalkRequest() { try { SenderID = RoleEnvironment.GetConfigurationSettingValue("SenderId"); SenderPassword = RoleEnvironment.GetConfigurationSettingValue("SenderPassword"); TransactionId = DateTime.Now.Ticks.ToString(); AuthenticationValue = EncodePassword(String.Format("{0}{1}{2}", SenderID, SenderPassword, TransactionId)); } catch (System.Exception ex) { throw ex; } } /// <summary> /// returns the Sender ID to be used when communicating with the GovTalk Service /// </summary> public String SenderID { get; set; } /// <summary> /// return the password to be used when communicating with the GovTalk Service /// </summary> public String SenderPassword { get; set; } // end SenderPassword /// <summary> /// Transaction Id - uses the Time and Date converted to Ticks /// </summary> public String TransactionId { get; set; } // end TransactionId /// <summary> /// calculate the authentication value that will be used when /// communicating with /// </summary> public String AuthenticationValue { get; set; } // end AuthenticationValue property /// <summary> /// encodes password(s) using MD5 /// </summary> /// <param name="clearPassword"></param> /// <returns></returns> public static String EncodePassword(String clearPassword) { MD5CryptoServiceProvider md5Hasher = new MD5CryptoServiceProvider(); byte[] hashedBytes; UTF32Encoding encoder = new UTF32Encoding(); hashedBytes = md5Hasher.ComputeHash(ASCIIEncoding.Default.GetBytes(clearPassword)); String result = Regex.Replace(BitConverter.ToString(hashedBytes), "-", "").ToLower(); return result; } } } There is nothing particularly clever here, except for the EncodePassword method which hashes the value made up of the SenderId, Password and Transaction id. Each message inherits from this object. So for the Company Number Search in addition to the properties above we need a partial number, which dataset to search – for the purposes of the project we only need to search the LIVE set so this can be set in the constructor and the SearchRows. Again all are set as properties. With the SearchRows and DataSet initialized in the constructor. public class CompanyNumberSearchRequest : GovTalkRequest, IDisposable { /// <summary> /// /// </summary> public CompanyNumberSearchRequest() : base() { DataSet = "LIVE"; SearchRows = 1; } /// <summary> /// Company Number to search against /// </summary> public String PartialCompanyNumber { get; set; } /// <summary> /// What DataSet should be searched for the company /// </summary> public String DataSet { get; set; } /// <summary> /// How many rows should be returned /// </summary> public int SearchRows { get; set; } public void Dispose() { DataSet = String.Empty; PartialCompanyNumber = String.Empty; DataSet = "LIVE"; SearchRows = 1; } } As well as inheriting from our base class, I have also inherited from IDisposable – not just because it is just plain good practice to dispose of objects when coding, but it gives also gives us more versatility when using the object. There are four stages in making a request and this is reflected in the four methods we execute in making a call to the Companies House service; Create a request Send a request Check the status If OK then get the results of the request I’ve implemented each of these stages within a static class called Toolbox – which also means I don’t need to create an instance of the class to use it. When making a request there are three stages; Get the template for the message Serialize the object representing the message Transform the serialized object using a predefined XSLT file. Each of my templates I have defined as an embedded resource. When retrieving a resource of this kind we have to include the full namespace to the resource. In making the code re-usable as much as possible I defined the full ‘path’ within the GetRequest method. requestFile = String.Format("CompanyHub.Services.Schemas.{0}", RequestFile); So we now have the full path of the file within the assembly. Now all we need do is retrieve the assembly and get the resource. asm = Assembly.GetExecutingAssembly(); sr = asm.GetManifestResourceStream(requestFile); Once retrieved  So this can be returned to the calling function and we now have a stream of XSLT to define the message. Time now to serialize the request to create the other side of this message. // Serialize object containing Request, Load into XML Document t = Obj.GetType(); ms = new MemoryStream(); serializer = new XmlSerializer(t); xmlTextWriter = new XmlTextWriter(ms, Encoding.ASCII); serializer.Serialize(xmlTextWriter, Obj); ms = (MemoryStream)xmlTextWriter.BaseStream; GovTalkRequest = Toolbox.ConvertByteArrayToString(ms.ToArray()); First off we need the type of the object so we make a call to the GetType method of the object containing the Message properties. Next we need a MemoryStream, XmlSerializer and an XMLTextWriter so these can be initialized. The object is serialized by making the call to the Serialize method of the serializer object. The result of that is then converted into a MemoryStream. That MemoryStream is then converted into a string. ConvertByteArrayToString This is a fairly simple function which uses an ASCIIEncoding object found within the System.Text namespace to convert an array of bytes into a string. public static String ConvertByteArrayToString(byte[] bytes) { System.Text.ASCIIEncoding enc = new System.Text.ASCIIEncoding(); return enc.GetString(bytes); } I only put it into a function because I will be using this in various places. The Sauce When adding support for other messages outside of creating a new object to store the properties of the message, the C# components do not need to change. It is in the XSLT file that the versatility of the technique lies. The XSLT file determines the format of the message. For the CompanyNumberSearch the XSLT file is as follows; <?xml version="1.0"?> <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"> <xsl:template match="/"> <GovTalkMessage xsi:schemaLocation="http://www.govtalk.gov.uk/CM/envelope http://xmlgw.companieshouse.gov.uk/v1-0/schema/Egov_ch-v2-0.xsd" xmlns="http://www.govtalk.gov.uk/CM/envelope" xmlns:dsig="http://www.w3.org/2000/09/xmldsig#" xmlns:gt="http://www.govtalk.gov.uk/schemas/govtalk/core" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" > <EnvelopeVersion>1.0</EnvelopeVersion> <Header> <MessageDetails> <Class>NumberSearch</Class> <Qualifier>request</Qualifier> <TransactionID> <xsl:value-of select="CompanyNumberSearchRequest/TransactionId"/> </TransactionID> </MessageDetails> <SenderDetails> <IDAuthentication> <SenderID><xsl:value-of select="CompanyNumberSearchRequest/SenderID"/></SenderID> <Authentication> <Method>CHMD5</Method> <Value> <xsl:value-of select="CompanyNumberSearchRequest/AuthenticationValue"/> </Value> </Authentication> </IDAuthentication> </SenderDetails> </Header> <GovTalkDetails> <Keys/> </GovTalkDetails> <Body> <NumberSearchRequest xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="http://xmlgw.companieshouse.gov.uk/v1-0/schema/NumberSearch.xsd"> <PartialCompanyNumber> <xsl:value-of select="CompanyNumberSearchRequest/PartialCompanyNumber"/> </PartialCompanyNumber> <DataSet> <xsl:value-of select="CompanyNumberSearchRequest/DataSet"/> </DataSet> <SearchRows> <xsl:value-of select="CompanyNumberSearchRequest/SearchRows"/> </SearchRows> </NumberSearchRequest> </Body> </GovTalkMessage> </xsl:template> </xsl:stylesheet> The outer two tags define that this is a XSLT stylesheet and the root tag from which the nodes are searched for. The GovTalkMessage is the format of the message that will be sent to Companies House. We first set up the XslCompiledTransform object which will transform the XSLT template and the serialized object into the request to Companies House. xslt = new XslCompiledTransform(); resultStream = new MemoryStream(); writer = new XmlTextWriter(resultStream, Encoding.ASCII); doc = new XmlDocument(); The Serialize method require XmlTextWriter to write the XML (writer) and a stream to place the transferred object into (writer). The XML will be loaded into an XMLDocument object (doc) prior to the transformation. // create XSLT Template xslTemplate = Toolbox.GetRequest(Template); xslTemplate.Seek(0, SeekOrigin.Begin); templateReader = XmlReader.Create(xslTemplate); xslt.Load(templateReader); I have stored all the templates as a series of Embedded Resources and the GetRequestCall takes the name of the template and extracts the relevent XSLT file. /// <summary> /// Gets the framwork XML which makes the request /// </summary> /// <param name="RequestFile"></param> /// <returns></returns> public static Stream GetRequest(String RequestFile) { String requestFile = String.Empty; Stream sr = null; Assembly asm = null; try { requestFile = String.Format("CompanyHub.Services.Schemas.{0}", RequestFile); asm = Assembly.GetExecutingAssembly(); sr = asm.GetManifestResourceStream(requestFile); } catch (Exception) { throw; } finally { asm = null; } return sr; } // end private static stream GetRequest We first take the template name and expand it to include the full namespace to the Embedded Resource I like to keep all my schemas in the same directory and so the namespace reflects this. The rest is the default namespace for the project. Then we get the currently executing assembly (which will contain the resources with the call to GetExecutingAssembly() ) Finally we get a stream which contains the XSLT file. We use this stream and then load an XmlReader with the contents of the template, and that is in turn loaded into the XslCompiledTransform object. We convert the object containing the message properties into Xml by serializing it; calling the Serialize() method of the XmlSerializer object. To set up the object we do the following; t = Obj.GetType(); ms = new MemoryStream(); serializer = new XmlSerializer(t); xmlTextWriter = new XmlTextWriter(ms, Encoding.ASCII); We first determine the type of the object being transferred by calling GetType() We create an XmlSerializer object by passing the type of the object being serialized. The serializer writes to a memory stream and that is linked to an XmlTextWriter. Next job is to serialize the object and load it into an XmlDocument. serializer.Serialize(xmlTextWriter, Obj); ms = (MemoryStream)xmlTextWriter.BaseStream; xmlRequest = new XmlTextReader(ms); GovTalkRequest = Toolbox.ConvertByteArrayToString(ms.ToArray()); doc.LoadXml(GovTalkRequest); Time to transform the XML to construct the full request. xslt.Transform(doc, writer); resultStream.Seek(0, SeekOrigin.Begin); request = Toolbox.ConvertByteArrayToString(resultStream.ToArray()); So that creates the full request to be sent  to Companies House. Sending the request So far we have a string with a request for the Companies House service. Now we need to send the request to the Companies House Service. Configuration within an Azure project There are entire blog entries written about configuration within an Azure project – most of this is out of scope for this article but the following is a summary. Configuration is defined in two files within the parent project *.csdef which contains the definition of configuration setting. <?xml version="1.0" encoding="utf-8"?> <ServiceDefinition name="OnlineCompanyHub" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceDefinition"> <WebRole name="CompanyHub.Host"> <InputEndpoints> <InputEndpoint name="HttpIn" protocol="http" port="80" /> </InputEndpoints> <ConfigurationSettings> <Setting name="DiagnosticsConnectionString" /> <Setting name="DataConnectionString" /> </ConfigurationSettings> </WebRole> <WebRole name="CompanyHub.Services"> <InputEndpoints> <InputEndpoint name="HttpIn" protocol="http" port="8080" /> </InputEndpoints> <ConfigurationSettings> <Setting name="DiagnosticsConnectionString" /> <Setting name="SenderId"/> <Setting name="SenderPassword" /> <Setting name="GovTalkUrl"/> </ConfigurationSettings> </WebRole> <WorkerRole name="CompanyHub.Worker"> <ConfigurationSettings> <Setting name="DiagnosticsConnectionString" /> </ConfigurationSettings> </WorkerRole> </ServiceDefinition>   Above is the configuration definition from the project. What we are interested in however is the ConfigurationSettings tag of the CompanyHub.Services WebRole. There are four configuration settings here, but at the moment we are interested in the second to forth settings; SenderId, SenderPassword and GovTalkUrl The value of these settings are defined in the ServiceDefinition.cscfg file; <?xml version="1.0"?> <ServiceConfiguration serviceName="OnlineCompanyHub" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceConfiguration"> <Role name="CompanyHub.Host"> <Instances count="2" /> <ConfigurationSettings> <Setting name="DiagnosticsConnectionString" value="UseDevelopmentStorage=true" /> <Setting name="DataConnectionString" value="UseDevelopmentStorage=true" /> </ConfigurationSettings> </Role> <Role name="CompanyHub.Services"> <Instances count="2" /> <ConfigurationSettings> <Setting name="DiagnosticsConnectionString" value="UseDevelopmentStorage=true" /> <Setting name="SenderId" value="UserID"/> <Setting name="SenderPassword" value="Password"/> <Setting name="GovTalkUrl" value="http://xmlgw.companieshouse.gov.uk/v1-0/xmlgw/Gateway"/> </ConfigurationSettings> </Role> <Role name="CompanyHub.Worker"> <Instances count="2" /> <ConfigurationSettings> <Setting name="DiagnosticsConnectionString" value="UseDevelopmentStorage=true" /> </ConfigurationSettings> </Role> </ServiceConfiguration>   Look for the Role tag that contains our project name (CompanyHub.Services). Having configured the parameters we can now transmit the request. This is done by ‘POST’ing a stream of XML to the Companies House servers. govTalkUrl = RoleEnvironment.GetConfigurationSettingValue("GovTalkUrl"); request = WebRequest.Create(govTalkUrl); request.Method = "POST"; request.ContentType = "text/xml"; writer = new StreamWriter(request.GetRequestStream()); writer.WriteLine(RequestMessage); writer.Close(); We use the WebRequest object to send the object. Set the method of sending to ‘POST’ and the type of data as text/xml. Once set up all we do is write the request to the writer – this sends the request to Companies House. Did the Request Work Part I – Getting the response Having sent a request – we now need the result of that request. response = request.GetResponse(); reader = response.GetResponseStream(); result = Toolbox.ConvertByteArrayToString(Toolbox.ReadFully(reader));   The WebRequest object has a GetResponse() method which allows us to get the response sent back. Like many of these calls the results come in the form of a stream which we convert into a string. Did the Request Work Part II – Translating the Response Much like XSLT and XML were used to create the original request, so it can be used to extract the response and by deserializing the result we create an object that contains the response. Did it work? It would be really great if everything worked all the time. Of course if it did then I don’t suppose people would pay me and others the big bucks so that our programmes do not a) Collapse in a heap (this is an area of memory) b) Blow every fuse in the place in a shower of sparks (this will probably not happen this being real life and not a Hollywood movie, but it was possible to blow the sound system of a BBC Model B with a poorly coded setting) c) Go nuts and trap everyone outside the airlock (this was from a movie, and unless NASA get a manned moon/mars mission set up unlikely to happen) d) Go nuts and take over the world (this was also from a movie, but please note life has a habit of being of exceeding the wildest imaginations of Hollywood writers (note writers – Hollywood executives have no imagination and judging by recent output of that town have turned plagiarism into an art form). e) Freeze in total confusion because the cleaner pulled the plug to the internet router (this has happened) So anyway – we need to check to see if our request actually worked. Within the GovTalk response there is a section that details the status of the message and a description of what went wrong (if anything did). I have defined an XSLT template which will extract these into an XML document. <?xml version="1.0"?> <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform" xmlns:ev="http://www.govtalk.gov.uk/CM/envelope" xmlns:gt="http://www.govtalk.gov.uk/schemas/govtalk/core" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <xsl:template match="/"> <GovTalkStatus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <Status> <xsl:value-of select="ev:GovTalkMessage/ev:Header/ev:MessageDetails/ev:Qualifier"/> </Status> <Text> <xsl:value-of select="ev:GovTalkMessage/ev:GovTalkDetails/ev:GovTalkErrors/ev:Error/ev:Text"/> </Text> <Location> <xsl:value-of select="ev:GovTalkMessage/ev:GovTalkDetails/ev:GovTalkErrors/ev:Error/ev:Location"/> </Location> <Number> <xsl:value-of select="ev:GovTalkMessage/ev:GovTalkDetails/ev:GovTalkErrors/ev:Error/ev:Number"/> </Number> <Type> <xsl:value-of select="ev:GovTalkMessage/ev:GovTalkDetails/ev:GovTalkErrors/ev:Error/ev:Type"/> </Type> </GovTalkStatus> </xsl:template> </xsl:stylesheet>   Only thing different about previous XSL files is the references to two namespaces ev & gt. These are defined in the GovTalk response at the top of the response; xsi:schemaLocation="http://www.govtalk.gov.uk/CM/envelope http://xmlgw.companieshouse.gov.uk/v1-0/schema/Egov_ch-v2-0.xsd" xmlns="http://www.govtalk.gov.uk/CM/envelope" xmlns:dsig="http://www.w3.org/2000/09/xmldsig#" xmlns:gt="http://www.govtalk.gov.uk/schemas/govtalk/core" If we do not put these references into the XSLT template then  the XslCompiledTransform object will not be able to find the relevant tags. Deserialization is a fairly simple activity. encoder = new ASCIIEncoding(); ms = new MemoryStream(encoder.GetBytes(statusXML)); serializer = new XmlSerializer(typeof(GovTalkStatus)); xmlTextWriter = new XmlTextWriter(ms, Encoding.ASCII); messageStatus = (GovTalkStatus)serializer.Deserialize(ms);   We set up a serialization object using the object type containing the error state and pass to it the results of a transformation between the XSLT above and the GovTalk response. Now we have an object containing any error state, and the error message. All we need to do is check the status. If there is an error then we can flag an error. If not then  we extract the results and pass that as an object back to the calling function. We go this by guess what – defining an XSLT template for the result and using that to create an Xml Stream which can be deserialized into a .Net object. In this instance the XSLT to create the result of a Company Number Search is; <?xml version="1.0" encoding="us-ascii"?> <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform" xmlns:ev="http://www.govtalk.gov.uk/CM/envelope" xmlns:sch="http://xmlgw.companieshouse.gov.uk/v1-0/schema" exclude-result-prefixes="ev"> <xsl:template match="/"> <CompanySearchResult xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <CompanyNumber> <xsl:value-of select="ev:GovTalkMessage/ev:Body/sch:NumberSearch/sch:CoSearchItem/sch:CompanyNumber"/> </CompanyNumber> <CompanyName> <xsl:value-of select="ev:GovTalkMessage/ev:Body/sch:NumberSearch/sch:CoSearchItem/sch:CompanyName"/> </CompanyName> </CompanySearchResult> </xsl:template> </xsl:stylesheet> and the object definition is; using System; using System.Collections.Generic; using System.Linq; using System.Web; namespace CompanyHub.Services { public class CompanySearchResult { public CompanySearchResult() { CompanyNumber = String.Empty; CompanyName = String.Empty; } public String CompanyNumber { get; set; } public String CompanyName { get; set; } } } Our entire code to make calls to send a request, and interpret the results are; String request = String.Empty; String response = String.Empty; GovTalkStatus status = null; fault = null; try { using (CompanyNumberSearchRequest requestObj = new CompanyNumberSearchRequest()) { requestObj.PartialCompanyNumber = CompanyNumber; request = Toolbox.CreateRequest(requestObj, "CompanyNumberSearch.xsl"); response = Toolbox.SendGovTalkRequest(request); status = Toolbox.GetMessageStatus(response); if (status.Status.ToLower() == "error") { fault = new HubFault() { Message = status.Text }; } else { Object obj = Toolbox.GetGovTalkResponse(response, "CompanyNumberSearchResult.xsl", typeof(CompanySearchResult)); } } } catch (FaultException<ArgumentException> ex) { fault = new HubFault() { FaultType = ex.Detail.GetType().FullName, Message = ex.Detail.Message }; } catch (System.Exception ex) { fault = new HubFault() { FaultType = ex.GetType().FullName, Message = ex.Message }; } finally { } Wrap up So there we have it – a reusable set of functions to send and interpret XML results from an internet based service. The code is reusable with a little change with any service which uses XML as a transport mechanism – and as for the Companies House GovTalk service all I need to do is create various objects for the result and message sent and the relevent XSLT files. I might need minor changes for other services but something like 70-90% will be exactly the same.

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  • Is there a Telecommunications Reference Architecture?

    - by raul.goycoolea
    @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Abstract   Reference architecture provides needed architectural information that can be provided in advance to an enterprise to enable consistent architectural best practices. Enterprise Reference Architecture helps business owners to actualize their strategies, vision, objectives, and principles. It evaluates the IT systems, based on Reference Architecture goals, principles, and standards. It helps to reduce IT costs by increasing functionality, availability, scalability, etc. Telecom Reference Architecture provides customers with the flexibility to view bundled service bills online with the provision of multiple services. It provides real-time, flexible billing and charging systems, to handle complex promotions, discounts, and settlements with multiple parties. This paper attempts to describe the Reference Architecture for the Telecom Enterprises. It lays the foundation for a Telecom Reference Architecture by articulating the requirements, drivers, and pitfalls for telecom service providers. It describes generic reference architecture for telecom enterprises and moves on to explain how to achieve Enterprise Reference Architecture by using SOA.   Introduction   A Reference Architecture provides a methodology, set of practices, template, and standards based on a set of successful solutions implemented earlier. These solutions have been generalized and structured for the depiction of both a logical and a physical architecture, based on the harvesting of a set of patterns that describe observations in a number of successful implementations. It helps as a reference for the various architectures that an enterprise can implement to solve various problems. It can be used as the starting point or the point of comparisons for various departments/business entities of a company, or for the various companies for an enterprise. It provides multiple views for multiple stakeholders.   Major artifacts of the Enterprise Reference Architecture are methodologies, standards, metadata, documents, design patterns, etc.   Purpose of Reference Architecture   In most cases, architects spend a lot of time researching, investigating, defining, and re-arguing architectural decisions. It is like reinventing the wheel as their peers in other organizations or even the same organization have already spent a lot of time and effort defining their own architectural practices. This prevents an organization from learning from its own experiences and applying that knowledge for increased effectiveness.   Reference architecture provides missing architectural information that can be provided in advance to project team members to enable consistent architectural best practices.   Enterprise Reference Architecture helps an enterprise to achieve the following at the abstract level:   ·       Reference architecture is more of a communication channel to an enterprise ·       Helps the business owners to accommodate to their strategies, vision, objectives, and principles. ·       Evaluates the IT systems based on Reference Architecture Principles ·       Reduces IT spending through increasing functionality, availability, scalability, etc ·       A Real-time Integration Model helps to reduce the latency of the data updates Is used to define a single source of Information ·       Provides a clear view on how to manage information and security ·       Defines the policy around the data ownership, product boundaries, etc. ·       Helps with cost optimization across project and solution portfolios by eliminating unused or duplicate investments and assets ·       Has a shorter implementation time and cost   Once the reference architecture is in place, the set of architectural principles, standards, reference models, and best practices ensure that the aligned investments have the greatest possible likelihood of success in both the near term and the long term (TCO).     Common pitfalls for Telecom Service Providers   Telecom Reference Architecture serves as the first step towards maturity for a telecom service provider. During the course of our assignments/experiences with telecom players, we have come across the following observations – Some of these indicate a lack of maturity of the telecom service provider:   ·       In markets that are growing and not so mature, it has been observed that telcos have a significant amount of in-house or home-grown applications. In some of these markets, the growth has been so rapid that IT has been unable to cope with business demands. Telcos have shown a tendency to come up with workarounds in their IT applications so as to meet business needs. ·       Even for core functions like provisioning or mediation, some telcos have tried to manage with home-grown applications. ·       Most of the applications do not have the required scalability or maintainability to sustain growth in volumes or functionality. ·       Applications face interoperability issues with other applications in the operator's landscape. Integrating a new application or network element requires considerable effort on the part of the other applications. ·       Application boundaries are not clear, and functionality that is not in the initial scope of that application gets pushed onto it. This results in the development of the multiple, small applications without proper boundaries. ·       Usage of Legacy OSS/BSS systems, poor Integration across Multiple COTS Products and Internal Systems. Most of the Integrations are developed on ad-hoc basis and Point-to-Point Integration. ·       Redundancy of the business functions in different applications • Fragmented data across the different applications and no integrated view of the strategic data • Lot of performance Issues due to the usage of the complex integration across OSS and BSS systems   However, this is where the maturity of the telecom industry as a whole can be of help. The collaborative efforts of telcos to overcome some of these problems have resulted in bodies like the TM Forum. They have come up with frameworks for business processes, data, applications, and technology for telecom service providers. These could be a good starting point for telcos to clean up their enterprise landscape.   Industry Trends in Telecom Reference Architecture   Telecom reference architectures are evolving rapidly because telcos are facing business and IT challenges.   “The reality is that there probably is no killer application, no silver bullet that the telcos can latch onto to carry them into a 21st Century.... Instead, there are probably hundreds – perhaps thousands – of niche applications.... And the only way to find which of these works for you is to try out lots of them, ramp up the ones that work, and discontinue the ones that fail.” – Martin Creaner President & CTO TM Forum.   The following trends have been observed in telecom reference architecture:   ·       Transformation of business structures to align with customer requirements ·       Adoption of more Internet-like technical architectures. The Web 2.0 concept is increasingly being used. ·       Virtualization of the traditional operations support system (OSS) ·       Adoption of SOA to support development of IP-based services ·       Adoption of frameworks like Service Delivery Platforms (SDPs) and IP Multimedia Subsystem ·       (IMS) to enable seamless deployment of various services over fixed and mobile networks ·       Replacement of in-house, customized, and stove-piped OSS/BSS with standards-based COTS products ·       Compliance with industry standards and frameworks like eTOM, SID, and TAM to enable seamless integration with other standards-based products   Drivers of Reference Architecture   The drivers of the Reference Architecture are Reference Architecture Goals, Principles, and Enterprise Vision and Telecom Transformation. The details are depicted below diagram. @font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }div.Section1 { page: Section1; } Figure 1. Drivers for Reference Architecture @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Today’s telecom reference architectures should seamlessly integrate traditional legacy-based applications and transition to next-generation network technologies (e.g., IP multimedia subsystems). This has resulted in new requirements for flexible, real-time billing and OSS/BSS systems and implications on the service provider’s organizational requirements and structure.   Telecom reference architectures are today expected to:   ·       Integrate voice, messaging, email and other VAS over fixed and mobile networks, back end systems ·       Be able to provision multiple services and service bundles • Deliver converged voice, video and data services ·       Leverage the existing Network Infrastructure ·       Provide real-time, flexible billing and charging systems to handle complex promotions, discounts, and settlements with multiple parties. ·       Support charging of advanced data services such as VoIP, On-Demand, Services (e.g.  Video), IMS/SIP Services, Mobile Money, Content Services and IPTV. ·       Help in faster deployment of new services • Serve as an effective platform for collaboration between network IT and business organizations ·       Harness the potential of converging technology, networks, devices and content to develop multimedia services and solutions of ever-increasing sophistication on a single Internet Protocol (IP) ·       Ensure better service delivery and zero revenue leakage through real-time balance and credit management ·       Lower operating costs to drive profitability   Enterprise Reference Architecture   The Enterprise Reference Architecture (RA) fills the gap between the concepts and vocabulary defined by the reference model and the implementation. Reference architecture provides detailed architectural information in a common format such that solutions can be repeatedly designed and deployed in a consistent, high-quality, supportable fashion. This paper attempts to describe the Reference Architecture for the Telecom Application Usage and how to achieve the Enterprise Level Reference Architecture using SOA.   • Telecom Reference Architecture • Enterprise SOA based Reference Architecture   Telecom Reference Architecture   Tele Management Forum’s New Generation Operations Systems and Software (NGOSS) is an architectural framework for organizing, integrating, and implementing telecom systems. NGOSS is a component-based framework consisting of the following elements:   ·       The enhanced Telecom Operations Map (eTOM) is a business process framework. ·       The Shared Information Data (SID) model provides a comprehensive information framework that may be specialized for the needs of a particular organization. ·       The Telecom Application Map (TAM) is an application framework to depict the functional footprint of applications, relative to the horizontal processes within eTOM. ·       The Technology Neutral Architecture (TNA) is an integrated framework. TNA is an architecture that is sustainable through technology changes.   NGOSS Architecture Standards are:   ·       Centralized data ·       Loosely coupled distributed systems ·       Application components/re-use  ·       A technology-neutral system framework with technology specific implementations ·       Interoperability to service provider data/processes ·       Allows more re-use of business components across multiple business scenarios ·       Workflow automation   The traditional operator systems architecture consists of four layers,   ·       Business Support System (BSS) layer, with focus toward customers and business partners. Manages order, subscriber, pricing, rating, and billing information. ·       Operations Support System (OSS) layer, built around product, service, and resource inventories. ·       Networks layer – consists of Network elements and 3rd Party Systems. ·       Integration Layer – to maximize application communication and overall solution flexibility.   Reference architecture for telecom enterprises is depicted below. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 2. Telecom Reference Architecture   The major building blocks of any Telecom Service Provider architecture are as follows:   1. Customer Relationship Management   CRM encompasses the end-to-end lifecycle of the customer: customer initiation/acquisition, sales, ordering, and service activation, customer care and support, proactive campaigns, cross sell/up sell, and retention/loyalty.   CRM also includes the collection of customer information and its application to personalize, customize, and integrate delivery of service to a customer, as well as to identify opportunities for increasing the value of the customer to the enterprise.   The key functionalities related to Customer Relationship Management are   ·       Manage the end-to-end lifecycle of a customer request for products. ·       Create and manage customer profiles. ·       Manage all interactions with customers – inquiries, requests, and responses. ·       Provide updates to Billing and other south bound systems on customer/account related updates such as customer/ account creation, deletion, modification, request bills, final bill, duplicate bills, credit limits through Middleware. ·       Work with Order Management System, Product, and Service Management components within CRM. ·       Manage customer preferences – Involve all the touch points and channels to the customer, including contact center, retail stores, dealers, self service, and field service, as well as via any media (phone, face to face, web, mobile device, chat, email, SMS, mail, the customer's bill, etc.). ·       Support single interface for customer contact details, preferences, account details, offers, customer premise equipment, bill details, bill cycle details, and customer interactions.   CRM applications interact with customers through customer touch points like portals, point-of-sale terminals, interactive voice response systems, etc. The requests by customers are sent via fulfillment/provisioning to billing system for ordering processing.   2. Billing and Revenue Management   Billing and Revenue Management handles the collection of appropriate usage records and production of timely and accurate bills – for providing pre-bill usage information and billing to customers; for processing their payments; and for performing payment collections. In addition, it handles customer inquiries about bills, provides billing inquiry status, and is responsible for resolving billing problems to the customer's satisfaction in a timely manner. This process grouping also supports prepayment for services.   The key functionalities provided by these applications are   ·       To ensure that enterprise revenue is billed and invoices delivered appropriately to customers. ·       To manage customers’ billing accounts, process their payments, perform payment collections, and monitor the status of the account balance. ·       To ensure the timely and effective fulfillment of all customer bill inquiries and complaints. ·       Collect the usage records from mediation and ensure appropriate rating and discounting of all usage and pricing. ·       Support revenue sharing; split charging where usage is guided to an account different from the service consumer. ·       Support prepaid and post-paid rating. ·       Send notification on approach / exceeding the usage thresholds as enforced by the subscribed offer, and / or as setup by the customer. ·       Support prepaid, post paid, and hybrid (where some services are prepaid and the rest of the services post paid) customers and conversion from post paid to prepaid, and vice versa. ·       Support different billing function requirements like charge prorating, promotion, discount, adjustment, waiver, write-off, account receivable, GL Interface, late payment fee, credit control, dunning, account or service suspension, re-activation, expiry, termination, contract violation penalty, etc. ·       Initiate direct debit to collect payment against an invoice outstanding. ·       Send notification to Middleware on different events; for example, payment receipt, pre-suspension, threshold exceed, etc.   Billing systems typically get usage data from mediation systems for rating and billing. They get provisioning requests from order management systems and inquiries from CRM systems. Convergent and real-time billing systems can directly get usage details from network elements.   3. Mediation   Mediation systems transform/translate the Raw or Native Usage Data Records into a general format that is acceptable to billing for their rating purposes.   The following lists the high-level roles and responsibilities executed by the Mediation system in the end-to-end solution.   ·       Collect Usage Data Records from different data sources – like network elements, routers, servers – via different protocol and interfaces. ·       Process Usage Data Records – Mediation will process Usage Data Records as per the source format. ·       Validate Usage Data Records from each source. ·       Segregates Usage Data Records coming from each source to multiple, based on the segregation requirement of end Application. ·       Aggregates Usage Data Records based on the aggregation rule if any from different sources. ·       Consolidates multiple Usage Data Records from each source. ·       Delivers formatted Usage Data Records to different end application like Billing, Interconnect, Fraud Management, etc. ·       Generates audit trail for incoming Usage Data Records and keeps track of all the Usage Data Records at various stages of mediation process. ·       Checks duplicate Usage Data Records across files for a given time window.   4. Fulfillment   This area is responsible for providing customers with their requested products in a timely and correct manner. It translates the customer's business or personal need into a solution that can be delivered using the specific products in the enterprise's portfolio. This process informs the customers of the status of their purchase order, and ensures completion on time, as well as ensuring a delighted customer. These processes are responsible for accepting and issuing orders. They deal with pre-order feasibility determination, credit authorization, order issuance, order status and tracking, customer update on customer order activities, and customer notification on order completion. Order management and provisioning applications fall into this category.   The key functionalities provided by these applications are   ·       Issuing new customer orders, modifying open customer orders, or canceling open customer orders; ·       Verifying whether specific non-standard offerings sought by customers are feasible and supportable; ·       Checking the credit worthiness of customers as part of the customer order process; ·       Testing the completed offering to ensure it is working correctly; ·       Updating of the Customer Inventory Database to reflect that the specific product offering has been allocated, modified, or cancelled; ·       Assigning and tracking customer provisioning activities; ·       Managing customer provisioning jeopardy conditions; and ·       Reporting progress on customer orders and other processes to customer.   These applications typically get orders from CRM systems. They interact with network elements and billing systems for fulfillment of orders.   5. Enterprise Management   This process area includes those processes that manage enterprise-wide activities and needs, or have application within the enterprise as a whole. They encompass all business management processes that   ·       Are necessary to support the whole of the enterprise, including processes for financial management, legal management, regulatory management, process, cost, and quality management, etc.;   ·       Are responsible for setting corporate policies, strategies, and directions, and for providing guidelines and targets for the whole of the business, including strategy development and planning for areas, such as Enterprise Architecture, that are integral to the direction and development of the business;   ·       Occur throughout the enterprise, including processes for project management, performance assessments, cost assessments, etc.     (i) Enterprise Risk Management:   Enterprise Risk Management focuses on assuring that risks and threats to the enterprise value and/or reputation are identified, and appropriate controls are in place to minimize or eliminate the identified risks. The identified risks may be physical or logical/virtual. Successful risk management ensures that the enterprise can support its mission critical operations, processes, applications, and communications in the face of serious incidents such as security threats/violations and fraud attempts. Two key areas covered in Risk Management by telecom operators are:   ·       Revenue Assurance: Revenue assurance system will be responsible for identifying revenue loss scenarios across components/systems, and will help in rectifying the problems. The following lists the high-level roles and responsibilities executed by the Revenue Assurance system in the end-to-end solution. o   Identify all usage information dropped when networks are being upgraded. o   Interconnect bill verification. o   Identify where services are routinely provisioned but never billed. o   Identify poor sales policies that are intensifying collections problems. o   Find leakage where usage is sent to error bucket and never billed for. o   Find leakage where field service, CRM, and network build-out are not optimized.   ·       Fraud Management: Involves collecting data from different systems to identify abnormalities in traffic patterns, usage patterns, and subscription patterns to report suspicious activity that might suggest fraudulent usage of resources, resulting in revenue losses to the operator.   The key roles and responsibilities of the system component are as follows:   o   Fraud management system will capture and monitor high usage (over a certain threshold) in terms of duration, value, and number of calls for each subscriber. The threshold for each subscriber is decided by the system and fixed automatically. o   Fraud management will be able to detect the unauthorized access to services for certain subscribers. These subscribers may have been provided unauthorized services by employees. The component will raise the alert to the operator the very first time of such illegal calls or calls which are not billed. o   The solution will be to have an alarm management system that will deliver alarms to the operator/provider whenever it detects a fraud, thus minimizing fraud by catching it the first time it occurs. o   The Fraud Management system will be capable of interfacing with switches, mediation systems, and billing systems   (ii) Knowledge Management   This process focuses on knowledge management, technology research within the enterprise, and the evaluation of potential technology acquisitions.   Key responsibilities of knowledge base management are to   ·       Maintain knowledge base – Creation and updating of knowledge base on ongoing basis. ·       Search knowledge base – Search of knowledge base on keywords or category browse ·       Maintain metadata – Management of metadata on knowledge base to ensure effective management and search. ·       Run report generator. ·       Provide content – Add content to the knowledge base, e.g., user guides, operational manual, etc.   (iii) Document Management   It focuses on maintaining a repository of all electronic documents or images of paper documents relevant to the enterprise using a system.   (iv) Data Management   It manages data as a valuable resource for any enterprise. For telecom enterprises, the typical areas covered are Master Data Management, Data Warehousing, and Business Intelligence. It is also responsible for data governance, security, quality, and database management.   Key responsibilities of Data Management are   ·       Using ETL, extract the data from CRM, Billing, web content, ERP, campaign management, financial, network operations, asset management info, customer contact data, customer measures, benchmarks, process data, e.g., process inputs, outputs, and measures, into Enterprise Data Warehouse. ·       Management of data traceability with source, data related business rules/decisions, data quality, data cleansing data reconciliation, competitors data – storage for all the enterprise data (customer profiles, products, offers, revenues, etc.) ·       Get online update through night time replication or physical backup process at regular frequency. ·       Provide the data access to business intelligence and other systems for their analysis, report generation, and use.   (v) Business Intelligence   It uses the Enterprise Data to provide the various analysis and reports that contain prospects and analytics for customer retention, acquisition of new customers due to the offers, and SLAs. It will generate right and optimized plans – bolt-ons for the customers.   The following lists the high-level roles and responsibilities executed by the Business Intelligence system at the Enterprise Level:   ·       It will do Pattern analysis and reports problem. ·       It will do Data Analysis – Statistical analysis, data profiling, affinity analysis of data, customer segment wise usage patterns on offers, products, service and revenue generation against services and customer segments. ·       It will do Performance (business, system, and forecast) analysis, churn propensity, response time, and SLAs analysis. ·       It will support for online and offline analysis, and report drill down capability. ·       It will collect, store, and report various SLA data. ·       It will provide the necessary intelligence for marketing and working on campaigns, etc., with cost benefit analysis and predictions.   It will advise on customer promotions with additional services based on loyalty and credit history of customer   ·       It will Interface with Enterprise Data Management system for data to run reports and analysis tasks. It will interface with the campaign schedules, based on historical success evidence.   (vi) Stakeholder and External Relations Management   It manages the enterprise's relationship with stakeholders and outside entities. Stakeholders include shareholders, employee organizations, etc. Outside entities include regulators, local community, and unions. Some of the processes within this grouping are Shareholder Relations, External Affairs, Labor Relations, and Public Relations.   (vii) Enterprise Resource Planning   It is used to manage internal and external resources, including tangible assets, financial resources, materials, and human resources. Its purpose is to facilitate the flow of information between all business functions inside the boundaries of the enterprise and manage the connections to outside stakeholders. ERP systems consolidate all business operations into a uniform and enterprise wide system environment.   The key roles and responsibilities for Enterprise System are given below:   ·        It will handle responsibilities such as core accounting, financial, and management reporting. ·       It will interface with CRM for capturing customer account and details. ·       It will interface with billing to capture the billing revenue and other financial data. ·       It will be responsible for executing the dunning process. Billing will send the required feed to ERP for execution of dunning. ·       It will interface with the CRM and Billing through batch interfaces. Enterprise management systems are like horizontals in the enterprise and typically interact with all major telecom systems. E.g., an ERP system interacts with CRM, Fulfillment, and Billing systems for different kinds of data exchanges.   6. External Interfaces/Touch Points   The typical external parties are customers, suppliers/partners, employees, shareholders, and other stakeholders. External interactions from/to a Service Provider to other parties can be achieved by a variety of mechanisms, including:   ·       Exchange of emails or faxes ·       Call Centers ·       Web Portals ·       Business-to-Business (B2B) automated transactions   These applications provide an Internet technology driven interface to external parties to undertake a variety of business functions directly for themselves. These can provide fully or partially automated service to external parties through various touch points.   Typical characteristics of these touch points are   ·       Pre-integrated self-service system, including stand-alone web framework or integration front end with a portal engine ·       Self services layer exposing atomic web services/APIs for reuse by multiple systems across the architectural environment ·       Portlets driven connectivity exposing data and services interoperability through a portal engine or web application   These touch points mostly interact with the CRM systems for requests, inquiries, and responses.   7. Middleware   The component will be primarily responsible for integrating the different systems components under a common platform. It should provide a Standards-Based Platform for building Service Oriented Architecture and Composite Applications. The following lists the high-level roles and responsibilities executed by the Middleware component in the end-to-end solution.   ·       As an integration framework, covering to and fro interfaces ·       Provide a web service framework with service registry. ·       Support SOA framework with SOA service registry. ·       Each of the interfaces from / to Middleware to other components would handle data transformation, translation, and mapping of data points. ·       Receive data from the caller / activate and/or forward the data to the recipient system in XML format. ·       Use standard XML for data exchange. ·       Provide the response back to the service/call initiator. ·       Provide a tracking until the response completion. ·       Keep a store transitional data against each call/transaction. ·       Interface through Middleware to get any information that is possible and allowed from the existing systems to enterprise systems; e.g., customer profile and customer history, etc. ·       Provide the data in a common unified format to the SOA calls across systems, and follow the Enterprise Architecture directive. ·       Provide an audit trail for all transactions being handled by the component.   8. Network Elements   The term Network Element means a facility or equipment used in the provision of a telecommunications service. Such terms also includes features, functions, and capabilities that are provided by means of such facility or equipment, including subscriber numbers, databases, signaling systems, and information sufficient for billing and collection or used in the transmission, routing, or other provision of a telecommunications service.   Typical network elements in a GSM network are Home Location Register (HLR), Intelligent Network (IN), Mobile Switching Center (MSC), SMS Center (SMSC), and network elements for other value added services like Push-to-talk (PTT), Ring Back Tone (RBT), etc.   Network elements are invoked when subscribers use their telecom devices for any kind of usage. These elements generate usage data and pass it on to downstream systems like mediation and billing system for rating and billing. They also integrate with provisioning systems for order/service fulfillment.   9. 3rd Party Applications   3rd Party systems are applications like content providers, payment gateways, point of sale terminals, and databases/applications maintained by the Government.   Depending on applicability and the type of functionality provided by 3rd party applications, the integration with different telecom systems like CRM, provisioning, and billing will be done.   10. Service Delivery Platform   A service delivery platform (SDP) provides the architecture for the rapid deployment, provisioning, execution, management, and billing of value added telecom services. SDPs are based on the concept of SOA and layered architecture. They support the delivery of voice, data services, and content in network and device-independent fashion. They allow application developers to aggregate network capabilities, services, and sources of content. SDPs typically contain layers for web services exposure, service application development, and network abstraction.   SOA Reference Architecture   SOA concept is based on the principle of developing reusable business service and building applications by composing those services, instead of building monolithic applications in silos. It’s about bridging the gap between business and IT through a set of business-aligned IT services, using a set of design principles, patterns, and techniques.   In an SOA, resources are made available to participants in a value net, enterprise, line of business (typically spanning multiple applications within an enterprise or across multiple enterprises). It consists of a set of business-aligned IT services that collectively fulfill an organization’s business processes and goals. We can choreograph these services into composite applications and invoke them through standard protocols. SOA, apart from agility and reusability, enables:   ·       The business to specify processes as orchestrations of reusable services ·       Technology agnostic business design, with technology hidden behind service interface ·       A contractual-like interaction between business and IT, based on service SLAs ·       Accountability and governance, better aligned to business services ·       Applications interconnections untangling by allowing access only through service interfaces, reducing the daunting side effects of change ·       Reduced pressure to replace legacy and extended lifetime for legacy applications, through encapsulation in services   ·       A Cloud Computing paradigm, using web services technologies, that makes possible service outsourcing on an on-demand, utility-like, pay-per-usage basis   The following section represents the Reference Architecture of logical view for the Telecom Solution. The new custom built application needs to align with this logical architecture in the long run to achieve EA benefits.   Packaged implementation applications, such as ERP billing applications, need to expose their functions as service providers (as other applications consume) and interact with other applications as service consumers.   COT applications need to expose services through wrappers such as adapters to utilize existing resources and at the same time achieve Enterprise Architecture goal and objectives.   The following are the various layers for Enterprise level deployment of SOA. This diagram captures the abstract view of Enterprise SOA layers and important components of each layer. Layered architecture means decomposition of services such that most interactions occur between adjacent layers. However, there is no strict rule that top layers should not directly communicate with bottom layers.   The diagram below represents the important logical pieces that would result from overall SOA transformation. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 3. Enterprise SOA Reference Architecture 1.          Operational System Layer: This layer consists of all packaged applications like CRM, ERP, custom built applications, COTS based applications like Billing, Revenue Management, Fulfilment, and the Enterprise databases that are essential and contribute directly or indirectly to the Enterprise OSS/BSS Transformation.   ERP holds the data of Asset Lifecycle Management, Supply Chain, and Advanced Procurement and Human Capital Management, etc.   CRM holds the data related to Order, Sales, and Marketing, Customer Care, Partner Relationship Management, Loyalty, etc.   Content Management handles Enterprise Search and Query. Billing application consists of the following components:   ·       Collections Management, Customer Billing Management, Invoices, Real-Time Rating, Discounting, and Applying of Charges ·       Enterprise databases will hold both the application and service data, whether structured or unstructured.   MDM - Master data majorly consists of Customer, Order, Product, and Service Data.     2.          Enterprise Component Layer:   This layer consists of the Application Services and Common Services that are responsible for realizing the functionality and maintaining the QoS of the exposed services. This layer uses container-based technologies such as application servers to implement the components, workload management, high availability, and load balancing.   Application Services: This Service Layer enables application, technology, and database abstraction so that the complex accessing logic is hidden from the other service layers. This is a basic service layer, which exposes application functionalities and data as reusable services. The three types of the Application access services are:   ·       Application Access Service: This Service Layer exposes application level functionalities as a reusable service between BSS to BSS and BSS to OSS integration. This layer is enabled using disparate technology such as Web Service, Integration Servers, and Adaptors, etc.   ·       Data Access Service: This Service Layer exposes application data services as a reusable reference data service. This is done via direct interaction with application data. and provides the federated query.   ·       Network Access Service: This Service Layer exposes provisioning layer as a reusable service from OSS to OSS integration. This integration service emphasizes the need for high performance, stateless process flows, and distributed design.   Common Services encompasses management of structured, semi-structured, and unstructured data such as information services, portal services, interaction services, infrastructure services, and security services, etc.   3.          Integration Layer:   This consists of service infrastructure components like service bus, service gateway for partner integration, service registry, service repository, and BPEL processor. Service bus will carry the service invocation payloads/messages between consumers and providers. The other important functions expected from it are itinerary based routing, distributed caching of routing information, transformations, and all qualities of service for messaging-like reliability, scalability, and availability, etc. Service registry will hold all contracts (wsdl) of services, and it helps developers to locate or discover service during design time or runtime.   • BPEL processor would be useful in orchestrating the services to compose a complex business scenario or process. • Workflow and business rules management are also required to support manual triggering of certain activities within business process. based on the rules setup and also the state machine information. Application, data, and service mediation layer typically forms the overall composite application development framework or SOA Framework.   4.          Business Process Layer: These are typically the intermediate services layer and represent Shared Business Process Services. At Enterprise Level, these services are from Customer Management, Order Management, Billing, Finance, and Asset Management application domains.   5.          Access Layer: This layer consists of portals for Enterprise and provides a single view of Enterprise information management and dashboard services.   6.          Channel Layer: This consists of various devices; applications that form part of extended enterprise; browsers through which users access the applications.   7.          Client Layer: This designates the different types of users accessing the enterprise applications. The type of user typically would be an important factor in determining the level of access to applications.   8.          Vertical pieces like management, monitoring, security, and development cut across all horizontal layers Management and monitoring involves all aspects of SOA-like services, SLAs, and other QoS lifecycle processes for both applications and services surrounding SOA governance.     9.          EA Governance, Reference Architecture, Roadmap, Principles, and Best Practices:   EA Governance is important in terms of providing the overall direction to SOA implementation within the enterprise. This involves board-level involvement, in addition to business and IT executives. At a high level, this involves managing the SOA projects implementation, managing SOA infrastructure, and controlling the entire effort through all fine-tuned IT processes in accordance with COBIT (Control Objectives for Information Technology).   Devising tools and techniques to promote reuse culture, and the SOA way of doing things needs competency centers to be established in addition to training the workforce to take up new roles that are suited to SOA journey.   Conclusions   Reference Architectures can serve as the basis for disparate architecture efforts throughout the organization, even if they use different tools and technologies. Reference architectures provide best practices and approaches in the independent way a vendor deals with technology and standards. Reference Architectures model the abstract architectural elements for an enterprise independent of the technologies, protocols, and products that are used to implement an SOA. Telecom enterprises today are facing significant business and technology challenges due to growing competition, a multitude of services, and convergence. Adopting architectural best practices could go a long way in meeting these challenges. The use of SOA-based architecture for communication to each of the external systems like Billing, CRM, etc., in OSS/BSS system has made the architecture very loosely coupled, with greater flexibility. Any change in the external systems would be absorbed at the Integration Layer without affecting the rest of the ecosystem. The use of a Business Process Management (BPM) tool makes the management and maintenance of the business processes easy, with better performance in terms of lead time, quality, and cost. Since the Architecture is based on standards, it will lower the cost of deploying and managing OSS/BSS applications over their lifecycles.

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