Presentation: "Put Your ERP Data to Work! Salesforce Best Practices for ERP Integration Success"
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The document summarizes Harmonic's process to improve integration between its sales, marketing, forecasting and operations systems. It outlines Harmonic's existing environment and solutions, the need to integrate data between systems like Salesforce, Oracle and other tools, and the project to do so using Cast Iron. Key milestones and timelines are provided, along with integration targets achieved and lessons learned from implementing the new integrated process.
Presentation: "Put Your ERP Data to Work! Salesforce Best Practices for ERP Integration Success"
- 1. Betty Watson
- 2. Agenda About Harmonic Challenges and Opportunities Solutions Implemented Results & What We Learned
- 3. About Harmonic Leading global provider of versatile, high performance video delivery solutions Headquartered in Sunnyvale, CA (NASDAQ: HLIT) ~$400M revenue run rate 650 employees worldwide
- 4. 111 MonthlyMonthly ForecastingForecasting -- Current ProcessCurrent Process W Days Sales Product Marketing Operations CEO Staff PMs, SLS, Ops Meet 5-8 2-3 5-9 61 3 10 1st Pass Summary Approval SalesFCST byProduct 1st Pass Summary Final FinalBuild Plan Summary Approval First MRP run from new Ops Plan upload 3 days Planning creates an Operations Plan => Mkting Forecast Run reports and programs to manipulate data 2 days Complete CSD & BAN Plans 2 days Planners review BAN & CS Ops Response Prep, Analyze, adjust .1.5 day Review with Dir.SCM, Mfg,then make adjustment 1/4 day Purch./ planning begin working MRP requests Executive review & approval of the Operations Plan 1 day The approved Plan is distributed by Planning 1 day Planning reviews MRP makes adj. to Purch. Mfg
- 5. Our Environment:Our Environment: Sales/Marketing Forecasting ProcessSales/Marketing Forecasting Process
- 6. Our Solutions Salesforce.com (250 seats) – Sales and marketing – Service and support Oracle EBS – ERP BigMachines – Quote and configure Right90 – Product forecast
- 7. Business Need for Integration Need to entice Sales with Orders & Cases information Need to integrate Customer, Product, and Order information
- 8. Business Need for Integration Need to Manage Pricing/Discount Need to Forecast at Product Detail Level Need to Turn Quotes into Orders & Close Opportunities
- 9. Business Need for Integration Need Asset Information bi-directional Need Entitlement Info Need Engineering Bug Tracking Information Need to Send Repair Data to Quality DB
- 10. Oracle to SFDC Oracle to BMI to Oracle Oracle to Right90 Oracle to SFDC to Oracle SFDC to Legacy Apps Integration Solution Chosen: Cast Iron
- 11. Project Milestones and Timeline Q1 Q2 Q3 Q4 2008 07/08 10,11/08 10,11/08 01/09 Phase I: Phase II: Phase III: Phase IV: Sales & Marketing 99.9% 90% Quote/Configurator 90% Forecasting 45% SupportForce
- 12. Lessons Learned It Works! Know your Data; Let the Data Drive the Process Get the Best Resource Possible
- 13. Thank You!