Search Results

Search found 28520 results on 1141 pages for 'customer information'.

Page 5/1141 | < Previous Page | 1 2 3 4 5 6 7 8 9 10 11 12  | Next Page >

  • Los Angeles Department of Building & Safety Lowers Customer Service Costs with Oracle WebCenter

    - by Kellsey Ruppel
    Register Now for this Webcast. Los Angeles Department of Building & Safety Lowers Customer Service Costs with Oracle WebCenter Los Angeles Department of Building & Safety (LADBS) is one of the largest construction permitting departments in the country, serving over 350,000 walk-in and 530,000 phone customers, and issuing over 110,000 permits worth $3 Billion every year. LADBS needed a way to migrate walk-in and phone transactions to customer self-service, so they turned to Oracle WebCenter and teamed with Oracle Partner 3Di to deliver a customer self-service portal to lower their cost of customer service operation, while increasing customer satisfaction. Attend this Webcast to learn how Oracle WebCenter has allowed Los Angeles Department of Building & Safety to: Deliver a state of the art customer self-service portal Reduce traffic on high cost, low satisfaction customer service channels Integrate business workflows and legacy applications Register Now for this Webcast. REGISTER NOW Register now for this exclusive event. Wednesday, November 14, 2012 10 a.m. PT / 1 p.m. ET Presented by: Giovani DacumosDirector of Systems, Los Angeles Department of Building & Safety Jing ReyesApplications Development Group Manager, Los Angeles Department of Building & Safety Rajiv Desai CEO, 3Di Sheetal ParanjpyeProject Manager, 3Di Presented by: Copyright © 2012, Oracle. All rights reserved. Contact Us | Legal Notices and Terms of Use | Privacy Statement

    Read the article

  • Oracle Customer Experience (CX) Solutions Make Retailers Merry

    - by Tuula Fai
    Tis the season to be jolly. If you’re a retailer, your level of jolliness depends on sales. So you watch trends like U.S. store traffic increasing 3.5% to 308 million on Black Friday but sales actually falling 1.8% to $11.2 billion. Fortunately, by the end of November, retail sales were up 3.7% over the previous year, thanks to life recovering after Hurricane Sandy. And online sales topped $1 billion for the first time ever! Who are the companies improving their sales online? They are big names like Walgreen’s Drugstore.com, Nordstrom’s HauteLook, and Intuit. More importantly, how are they doing it? They use cutting-edge business practices enabled by Oracle’s CX Cloud Service & Support solutions to: Increase conversions rates and order sizes (Customer Acquisition) Enhance customer satisfaction and loyalty (Customer Retention) Reduce contact center costs and improve agent productivity (Operational Efficiency). Acquisition + Retention + Operational Efficiency = Sustainable Growth and Profits. That’s the magic formula for retail customer service success. Don’t take our word for it. Look at the results of these Oracle customers: Walgreen’s Drugstore—30% sales conversion rate on chat sessions with 20% increase in shopping cart size Nordstrom’s HauteLook—40,000+ interactions per month—20% growth over last year— efficiently managed by 40 agents, with no increase in IT costs Intuit—50% increase in customer satisfaction and 70% decrease in cost per interaction Using Oracle’s CX Cloud & Service solutions, these retailers deliver consistent, relevant, and personalized experiences across all touchpoints, including social, mobile, and web. Their ability to connect with customers anytime, anywhere—providing the right answer at the right time—helps them create a defensible advantage in the marketplace. Want to learn more? Please visit http://www.oracle.com/goto/cloudlaunchpad for free resources on delivering exceptional customer service in the Cloud. Also, watch our YouTube channel to learn more about seamless multichannel retail and Winston Furnishings’ exceptional customer experience.

    Read the article

  • 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.

    Read the article

  • Interessante Neuigkeiten zu "Customer Experience"

    - by pweckerl
    "Customer Experience is NOW" - Unter diesem Titel stellte Mark Hurd vor kurzem unsere Neuigkeiten und Strategien im Bereich Customer Experience, einem immer wichtiger werdendem Bereich der Verschmelzung verschiedenster Kanäle zu einer durchgängigen Kundenkommunikation vor. Mehr zum Thema Customer Experience finden Sie auch auf dem Oracle WebCenter Blog unter https://blogs.oracle.com/webcenter/entry/the_experience_revolution Customer Experience is NOW

    Read the article

  • Next Best Action: an emerging engagement paradigm can elevate customer experience to the next level

    - by Richard Lefebvre
    As customer interactions increase across an expanding number of communication channels, business leaders are struggling to understand and engage with each customer effectively. To address this challenge, leading organizations are adopting strategies around “next best action,” a decision-support model that systematically identifies the next best step to take in the customer conversation—whether that action is providing additional information or targeted services, presenting a unique offer, or taking no action at all... Read the complete article - by Mark A. Stevens (vice president, Insight and Customer Strategy, at Oracle) - here

    Read the article

  • Coldfusion autorestart

    - by Comcar
    Coldfusion is automatically restarting, a lot. It comes in waves, everything seems fine for a while then the server struggles for a few minutes, restarts a lot then settles down again. I have Fusion Reactor installed, but when CF goes down FR stops logging so it's not really helping. Looking through the archived logs just shows gaps in the logs. These are all the occourances of the phrase "Coldfusion started" today. [root@server2 logs]# grep -i "Coldfusion started" server.log | grep "11/27/12" "Information","main","11/27/12","01:49:35",,"ColdFusion started" "Information","main","11/27/12","01:50:46",,"ColdFusion started" "Information","main","11/27/12","01:52:39",,"ColdFusion started" "Information","main","11/27/12","01:54:08",,"ColdFusion started" "Information","main","11/27/12","01:55:12",,"ColdFusion started" "Information","main","11/27/12","01:56:29",,"ColdFusion started" "Information","main","11/27/12","01:57:36",,"ColdFusion started" "Information","main","11/27/12","01:58:57",,"ColdFusion started" "Information","main","11/27/12","01:59:56",,"ColdFusion started" "Information","main","11/27/12","02:01:38",,"ColdFusion started" "Information","main","11/27/12","02:03:11",,"ColdFusion started" "Information","main","11/27/12","02:04:41",,"ColdFusion started" "Information","main","11/27/12","02:07:53",,"ColdFusion started" "Information","main","11/27/12","02:10:45",,"ColdFusion started" "Information","main","11/27/12","02:11:49",,"ColdFusion started" "Information","main","11/27/12","02:13:09",,"ColdFusion started" "Information","main","11/27/12","02:14:18",,"ColdFusion started" "Information","main","11/27/12","02:15:44",,"ColdFusion started" "Information","main","11/27/12","02:17:06",,"ColdFusion started" "Information","main","11/27/12","02:34:19",,"ColdFusion started" "Information","main","11/27/12","03:01:20",,"ColdFusion started" "Information","main","11/27/12","05:25:59",,"ColdFusion started" "Information","main","11/27/12","06:30:48",,"ColdFusion started" "Information","main","11/27/12","06:36:20",,"ColdFusion started" "Information","main","11/27/12","09:34:07",,"ColdFusion started" "Information","main","11/27/12","09:35:39",,"ColdFusion started" "Information","main","11/27/12","09:36:41",,"ColdFusion started" "Information","main","11/27/12","09:39:15",,"ColdFusion started" "Information","main","11/27/12","09:40:42",,"ColdFusion started" "Information","main","11/27/12","09:42:55",,"ColdFusion started" "Information","main","11/27/12","09:44:23",,"ColdFusion started" "Information","main","11/27/12","09:46:18",,"ColdFusion started" "Information","main","11/27/12","09:47:35",,"ColdFusion started" "Information","main","11/27/12","09:48:53",,"ColdFusion started" "Information","main","11/27/12","09:50:04",,"ColdFusion started" "Information","main","11/27/12","09:51:51",,"ColdFusion started" "Information","main","11/27/12","09:53:05",,"ColdFusion started" "Information","main","11/27/12","09:54:24",,"ColdFusion started" "Information","main","11/27/12","09:55:28",,"ColdFusion started" "Information","main","11/27/12","09:56:38",,"ColdFusion started" "Information","main","11/27/12","09:58:03",,"ColdFusion started" "Information","main","11/27/12","09:59:03",,"ColdFusion started" "Information","main","11/27/12","10:04:37",,"ColdFusion started" "Information","main","11/27/12","12:04:02",,"ColdFusion started" I've been looking at the live server metrics in FR on a second screen all day, the CPU, Memory and requests all seemed fine about 12 midday, then the server rebooted. Looking at the logs for the hour between 9am and 10am (more than 15 restarts in the hour), the CPU never went over 44% usage and the Memory never exceeded 53% usage - in the recorded stats at least. There is no JDBC tracking at the moment, so I'll add that to tracking and see if it's MySQL causing a problem, but can anyone help me narrow down the problem, what would cause Cold Fusion to auto restart, and I'm assuming the auto restart is only happening because Fusion Reactor is installed. It's a Red Hat 5 LAMP stack running Coldfusion 9 and Fusion Reactor 4.5.2

    Read the article

  • How to update data in the user information list when using FBA

    - by Flo
    I've got to support a SharePoint web application which uses FBA with a custom membership and a custom role provider to authenticate the user against two different LDAPs. The user data are only stored in the user information lists. The SSP user profiles are not used. Now one of the users got married and therefore her surname got changed in the LDAP (the one where her information are stored). But this change doesn't get provisioned into the user information list. I wondering what option I have to provision changes of user data to the user information list. I've already tried to update the last name of the user manually, but it seems as if certain information like surname, first name are not editable in the user information list. I tried to edit them as a site administrator. So what option do I have to solve this problem? Being able to edit the information per hand would also be a solution but of course not the most preferred one.

    Read the article

  • How to dissuade a customer who just learned a technology and wants to use it everywhere?

    - by MainMa
    My customer recently discovered what is URL Rewriting, without completely understanding what it is, how it works and the pros and cons of it. Now, he asks for lots of strange changes in actual requirements of current projects and changes in old projects in order to implement what he believes is URL Rewriting. On one hand, I'm annoyed being asked to do things which doesn't make any sense instead of doing real work. On the other hand, I can't tell my customer that he doesn't understand anything in the subject despite his interest in it. I think many people have had situations when their manager or their customer just learned a new buzzword or a new technology, and he loved it so much than he wanted to use it in every project, everywhere, rewrite the whole codebase just to use this new thing, etc. Also, I've recently read something related on Programmers.SE where people told about their experiences when there was a huge buzz around XML, and some managers would ask to introduce XML in every project just to show to everyone that they have used it. So those who have been in similar situation, how have you managed it?

    Read the article

  • WebCenter Customer Spotlight: Indecopi

    - by me
    Author: Peter Reiser - Social Business Evangelist, Oracle WebCenter  Solution SummaryIndecopi Optimizes Patent Approval Management and Accelerates Customer Service Times by 40% Indecopi is a decentralized public agency that promotes the country’s markets and protects consumer rights. It promotes fair and honest competition and safeguards all forms of intellectual property through three directorates: Author’s Rights, Inventions and New Technologies, and Trademarks. The business challenge was to unify the agency’s technology infrastructure to create a business process management strategy, consolidate the organization’s Web platform and improve and automate information services for citizens and businesses, and streamline patent procedures by digitizing documentation. Indecopi optimized patent information services , organized information, provided around-the-clock online access to users, and developed a Web site that provides internal and external users access to DIN information, such as patent documentation, through a user-friendly interface. Indecopi achieved impressive business result by reducing use of paper files by 50%, accelerating transaction approvals,  reduce nonvalue-added activities by 85% and  accelerated customer service times by 40%. Company OverviewPeru’s Instituto Nacional de Defensa de la Competencia y de la Protección de la Propiedad Intelectual (Indecopi), the National Institute for the Defense of Competition and Protection of Intellectual Property, is a decentralized public agency that promotes the country’s markets and protects consumer rights. It promotes fair and honest competition and safeguards all forms of intellectual property through three directorates: Author’s Rights, Inventions and New Technologies, and Trademarks. Business ChallengesIndecopi's challenge was to unify the agency’s technology infrastructure to create a business process management strategy, starting with the Directorate of Inventions and New Technologies (DIN), consolidate the organization’s Web platform to meet new demands for software and process development, such as for patent applications, and improve and automate information services for citizens and businesses and streamline patent procedures by digitizing documentation. Solution DeployedIndecopi optimized patent information services with Oracle Business Process Management, automating processes to deliver expedient searches, and to create new services, such as alerts to users. They organized information and provided around-the-clock online access to users with Oracle WebCenter Content. In addition they used Oracle WebLogic Server to develop a Web site that provides internal and external users access to DIN information, such as patent documentation, through a user-friendly interface. Business Results Indecopi achieved impressive business results Reduced use of paper files by 50% Accelerated transaction approvals  reduce nonvalue-added activities, such as manual document copying to obtain patents, by 85% Accelerated customer service times by 40% by optimizing procedures, such as searches and online information related to granting patents “Oracle Business Process Manager has been a paradigm shift in process management. By digitalizing and automating our patents information services, we can now manage everything in the simplest way possible, expanding our options for the creation of new services.” Sergio Rodríguez, Assistant Director, Inventions and New Technologies Directorate, Instituto Nacional de Defensa de la Competencia y la Propiedad Intelectual Additional Information Indecopi Customer Snapshot Oracle WebCenter Content

    Read the article

  • customer wont provide ssh access - ftp only

    - by Max
    Eh, here is my problem: I am working in a webdevelopment agency (thats a problem but not the real problem, read on). Most of the time I choose the live server myself when creating a new website project. But now the customer already has a "server" (10 GB on a cheapo host!) and the "admin" refuses to give me ssh access to it. But I need to access the server via shell because many files will be transported (need to be able to upload and extract a tar) and I need to insert or create mysql dumps via command line. He argues FTP and phpmyadmin should be enough... as far as I know the webspace was just ordered to host the website, so no security critical apps are running there. How can I either convince the admin to give me the ssh login or tell management that we need our own server? Anyone with similiar experiences? This is really annoying as this is a very small project that should be done fast and now one has to fight in order to just get the work done...

    Read the article

  • Building applications with WCF - Intro

    - by skjagini
    I am going to write series of articles using Windows Communication Framework (WCF) to develop client and server applications and this is the first part of that series. What is WCF As Juwal puts in his Programming WCF book, WCF provides an SDK for developing and deploying services on Windows, provides runtime environment to expose CLR types as services and consume services as CLR types. Building services with WCF is incredibly easy and it’s implementation provides a set of industry standards and off the shelf plumbing including service hosting, instance management, reliability, transaction management, security etc such that it greatly increases productivity Scenario: Lets consider a typical bank customer trying to create an account, deposit amount and transfer funds between accounts, i.e. checking and savings. To make it interesting, we are going to divide the functionality into multiple services and each of them working with database directly. We will run test cases with and without transactional support across services. In this post we will build contracts, services, data access layer, unit tests to verify end to end communication etc, nothing big stuff here and we dig into other features of the WCF in subsequent posts with incremental changes. In any distributed architecture we have two pieces i.e. services and clients. Services as the name implies provide functionality to execute various pieces of business logic on the server, and clients providing interaction to the end user. Services can be built with Web Services or with WCF. Service built on WCF have the advantage of binding independent, i.e. can run against TCP and HTTP protocol without any significant changes to the code. Solution Services Profile: For creating a new bank customer, getting details about existing customer ProfileContract ProfileService Checking Account: To get checking account balance, deposit or withdraw amount CheckingAccountContract CheckingAccountService Savings Account: To get savings account balance, deposit or withdraw amount SavingsAccountContract SavingsAccountService ServiceHost: To host services, i.e. running the services at particular address, binding and contract where client can connect to Client: Helps end user to use services like creating account and amount transfer between the accounts BankDAL: Data access layer to work with database     BankDAL It’s no brainer not to use an ORM as many matured products are available currently in market including Linq2Sql, Entity Framework (EF), LLblGenPro etc. For this exercise I am going to use Entity Framework 4.0, CTP 5 with code first approach. There are two approaches when working with data, data driven and code driven. In data driven we start by designing tables and their constrains in database and generate entities in code while in code driven (code first) approach entities are defined in code and the metadata generated from the entities is used by the EF to create tables and table constrains. In previous versions the entity classes had  to derive from EF specific base classes. In EF 4 it  is not required to derive from any EF classes, the entities are not only persistence ignorant but also enable full test driven development using mock frameworks.  Application consists of 3 entities, Customer entity which contains Customer details; CheckingAccount and SavingsAccount to hold the respective account balance. We could have introduced an Account base class for CheckingAccount and SavingsAccount which is certainly possible with EF mappings but to keep it simple we are just going to follow 1 –1 mapping between entity and table mappings. Lets start out by defining a class called Customer which will be mapped to Customer table, observe that the class is simply a plain old clr object (POCO) and has no reference to EF at all. using System;   namespace BankDAL.Model { public class Customer { public int Id { get; set; } public string FullName { get; set; } public string Address { get; set; } public DateTime DateOfBirth { get; set; } } }   In order to inform EF about the Customer entity we have to define a database context with properties of type DbSet<> for every POCO which needs to be mapped to a table in database. EF uses convention over configuration to generate the metadata resulting in much less configuration. using System.Data.Entity;   namespace BankDAL.Model { public class BankDbContext: DbContext { public DbSet<Customer> Customers { get; set; } } }   Entity constrains can be defined through attributes on Customer class or using fluent syntax (no need to muscle with xml files), CustomerConfiguration class. By defining constrains in a separate class we can maintain clean POCOs without corrupting entity classes with database specific information.   using System; using System.Data.Entity.ModelConfiguration;   namespace BankDAL.Model { public class CustomerConfiguration: EntityTypeConfiguration<Customer> { public CustomerConfiguration() { Initialize(); }   private void Initialize() { //Setting the Primary Key this.HasKey(e => e.Id);   //Setting required fields this.HasRequired(e => e.FullName); this.HasRequired(e => e.Address); //Todo: Can't create required constraint as DateOfBirth is not reference type, research it //this.HasRequired(e => e.DateOfBirth); } } }   Any queries executed against Customers property in BankDbContext are executed against Cusomers table. By convention EF looks for connection string with key of BankDbContext when working with the context.   We are going to define a helper class to work with Customer entity with methods for querying, adding new entity etc and these are known as repository classes, i.e., CustomerRepository   using System; using System.Data.Entity; using System.Linq; using BankDAL.Model;   namespace BankDAL.Repositories { public class CustomerRepository { private readonly IDbSet<Customer> _customers;   public CustomerRepository(BankDbContext bankDbContext) { if (bankDbContext == null) throw new ArgumentNullException(); _customers = bankDbContext.Customers; }   public IQueryable<Customer> Query() { return _customers; }   public void Add(Customer customer) { _customers.Add(customer); } } }   From the above code it is observable that the Query methods returns customers as IQueryable i.e. customers are retrieved only when actually used i.e. iterated. Returning as IQueryable also allows to execute filtering and joining statements from business logic using lamba expressions without cluttering the data access layer with tens of methods.   Our CheckingAccountRepository and SavingsAccountRepository look very similar to each other using System; using System.Data.Entity; using System.Linq; using BankDAL.Model;   namespace BankDAL.Repositories { public class CheckingAccountRepository { private readonly IDbSet<CheckingAccount> _checkingAccounts;   public CheckingAccountRepository(BankDbContext bankDbContext) { if (bankDbContext == null) throw new ArgumentNullException(); _checkingAccounts = bankDbContext.CheckingAccounts; }   public IQueryable<CheckingAccount> Query() { return _checkingAccounts; }   public void Add(CheckingAccount account) { _checkingAccounts.Add(account); }   public IQueryable<CheckingAccount> GetAccount(int customerId) { return (from act in _checkingAccounts where act.CustomerId == customerId select act); }   } } The repository classes look very similar to each other for Query and Add methods, with the help of C# generics and implementing repository pattern (Martin Fowler) we can reduce the repeated code. Jarod from ElegantCode has posted an article on how to use repository pattern with EF which we will implement in the subsequent articles along with WCF Unity life time managers by Drew Contracts It is very easy to follow contract first approach with WCF, define the interface and append ServiceContract, OperationContract attributes. IProfile contract exposes functionality for creating customer and getting customer details.   using System; using System.ServiceModel; using BankDAL.Model;   namespace ProfileContract { [ServiceContract] public interface IProfile { [OperationContract] Customer CreateCustomer(string customerName, string address, DateTime dateOfBirth);   [OperationContract] Customer GetCustomer(int id);   } }   ICheckingAccount contract exposes functionality for working with checking account, i.e., getting balance, deposit and withdraw of amount. ISavingsAccount contract looks the same as checking account.   using System.ServiceModel;   namespace CheckingAccountContract { [ServiceContract] public interface ICheckingAccount { [OperationContract] decimal? GetCheckingAccountBalance(int customerId);   [OperationContract] void DepositAmount(int customerId,decimal amount);   [OperationContract] void WithdrawAmount(int customerId, decimal amount);   } }   Services   Having covered the data access layer and contracts so far and here comes the core of the business logic, i.e. services.   .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } ProfileService implements the IProfile contract for creating customer and getting customer detail using CustomerRepository. using System; using System.Linq; using System.ServiceModel; using BankDAL; using BankDAL.Model; using BankDAL.Repositories; using ProfileContract;   namespace ProfileService { [ServiceBehavior(IncludeExceptionDetailInFaults = true)] public class Profile: IProfile { public Customer CreateAccount( string customerName, string address, DateTime dateOfBirth) { Customer cust = new Customer { FullName = customerName, Address = address, DateOfBirth = dateOfBirth };   using (var bankDbContext = new BankDbContext()) { new CustomerRepository(bankDbContext).Add(cust); bankDbContext.SaveChanges(); } return cust; }   public Customer CreateCustomer(string customerName, string address, DateTime dateOfBirth) { return CreateAccount(customerName, address, dateOfBirth); } public Customer GetCustomer(int id) { return new CustomerRepository(new BankDbContext()).Query() .Where(i => i.Id == id).FirstOrDefault(); }   } } From the above code you shall observe that we are calling bankDBContext’s SaveChanges method and there is no save method specific to customer entity because EF manages all the changes centralized at the context level and all the pending changes so far are submitted in a batch and it is represented as Unit of Work. Similarly Checking service implements ICheckingAccount contract using CheckingAccountRepository, notice that we are throwing overdraft exception if the balance falls by zero. WCF has it’s own way of raising exceptions using fault contracts which will be explained in the subsequent articles. SavingsAccountService is similar to CheckingAccountService. using System; using System.Linq; using System.ServiceModel; using BankDAL.Model; using BankDAL.Repositories; using CheckingAccountContract;   namespace CheckingAccountService { [ServiceBehavior(IncludeExceptionDetailInFaults = true)] public class Checking:ICheckingAccount { public decimal? GetCheckingAccountBalance(int customerId) { using (var bankDbContext = new BankDbContext()) { CheckingAccount account = (new CheckingAccountRepository(bankDbContext) .GetAccount(customerId)).FirstOrDefault();   if (account != null) return account.Balance;   return null; } }   public void DepositAmount(int customerId, decimal amount) { using(var bankDbContext = new BankDbContext()) { var checkingAccountRepository = new CheckingAccountRepository(bankDbContext); CheckingAccount account = (checkingAccountRepository.GetAccount(customerId)) .FirstOrDefault();   if (account == null) { account = new CheckingAccount() { CustomerId = customerId }; checkingAccountRepository.Add(account); }   account.Balance = account.Balance + amount; if (account.Balance < 0) throw new ApplicationException("Overdraft not accepted");   bankDbContext.SaveChanges(); } } public void WithdrawAmount(int customerId, decimal amount) { DepositAmount(customerId, -1*amount); } } }   BankServiceHost The host acts as a glue binding contracts with it’s services, exposing the endpoints. The services can be exposed either through the code or configuration file, configuration file is preferred as it allows run time changes to service behavior even after deployment. We have 3 services and for each of the service you need to define name (the class that implements the service with fully qualified namespace) and endpoint known as ABC, i.e. address, binding and contract. We are using netTcpBinding and have defined the base address with for each of the contracts .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } <system.serviceModel> <services> <service name="ProfileService.Profile"> <endpoint binding="netTcpBinding" contract="ProfileContract.IProfile"/> <host> <baseAddresses> <add baseAddress="net.tcp://localhost:1000/Profile"/> </baseAddresses> </host> </service> <service name="CheckingAccountService.Checking"> <endpoint binding="netTcpBinding" contract="CheckingAccountContract.ICheckingAccount"/> <host> <baseAddresses> <add baseAddress="net.tcp://localhost:1000/Checking"/> </baseAddresses> </host> </service> <service name="SavingsAccountService.Savings"> <endpoint binding="netTcpBinding" contract="SavingsAccountContract.ISavingsAccount"/> <host> <baseAddresses> <add baseAddress="net.tcp://localhost:1000/Savings"/> </baseAddresses> </host> </service> </services> </system.serviceModel> Have to open the services by creating service host which will handle the incoming requests from clients.   using System;   namespace ServiceHost { class Program { static void Main(string[] args) { CreateHosts(); Console.ReadLine(); }   private static void CreateHosts() { CreateHost(typeof(ProfileService.Profile),"Profile Service"); CreateHost(typeof(SavingsAccountService.Savings), "Savings Account Service"); CreateHost(typeof(CheckingAccountService.Checking), "Checking Account Service"); }   private static void CreateHost(Type type, string hostDescription) { System.ServiceModel.ServiceHost host = new System.ServiceModel.ServiceHost(type); host.Open();   if (host.ChannelDispatchers != null && host.ChannelDispatchers.Count != 0 && host.ChannelDispatchers[0].Listener != null) Console.WriteLine("Started: " + host.ChannelDispatchers[0].Listener.Uri); else Console.WriteLine("Failed to start:" + hostDescription); } } } BankClient    The client has no knowledge about service business logic other than the functionality it exposes through the contract, end points and a proxy to work against. The endpoint data and server proxy can be generated by right clicking on the project reference and choosing ‘Add Service Reference’ and entering the service end point address. Or if you have access to source, you can manually reference contract dlls and update clients configuration file to point to the service end point if the server and client happens to be being built using .Net framework. One of the pros with the manual approach is you don’t have to work against messy code generated files.   <system.serviceModel> <client> <endpoint name="tcpProfile" address="net.tcp://localhost:1000/Profile" binding="netTcpBinding" contract="ProfileContract.IProfile"/> <endpoint name="tcpCheckingAccount" address="net.tcp://localhost:1000/Checking" binding="netTcpBinding" contract="CheckingAccountContract.ICheckingAccount"/> <endpoint name="tcpSavingsAccount" address="net.tcp://localhost:1000/Savings" binding="netTcpBinding" contract="SavingsAccountContract.ISavingsAccount"/>   </client> </system.serviceModel> The client uses a façade to connect to the services   using System.ServiceModel; using CheckingAccountContract; using ProfileContract; using SavingsAccountContract;   namespace Client { public class ProxyFacade { public static IProfile ProfileProxy() { return (new ChannelFactory<IProfile>("tcpProfile")).CreateChannel(); }   public static ICheckingAccount CheckingAccountProxy() { return (new ChannelFactory<ICheckingAccount>("tcpCheckingAccount")) .CreateChannel(); }   public static ISavingsAccount SavingsAccountProxy() { return (new ChannelFactory<ISavingsAccount>("tcpSavingsAccount")) .CreateChannel(); }   } }   With that in place, lets get our unit tests going   using System; using System.Diagnostics; using BankDAL.Model; using NUnit.Framework; using ProfileContract;   namespace Client { [TestFixture] public class Tests { private void TransferFundsFromSavingsToCheckingAccount(int customerId, decimal amount) { ProxyFacade.CheckingAccountProxy().DepositAmount(customerId, amount); ProxyFacade.SavingsAccountProxy().WithdrawAmount(customerId, amount); }   private void TransferFundsFromCheckingToSavingsAccount(int customerId, decimal amount) { ProxyFacade.SavingsAccountProxy().DepositAmount(customerId, amount); ProxyFacade.CheckingAccountProxy().WithdrawAmount(customerId, amount); }     [Test] public void CreateAndGetProfileTest() { IProfile profile = ProxyFacade.ProfileProxy(); const string customerName = "Tom"; int customerId = profile.CreateCustomer(customerName, "NJ", new DateTime(1982, 1, 1)).Id; Customer customer = profile.GetCustomer(customerId); Assert.AreEqual(customerName,customer.FullName); }   [Test] public void DepositWithDrawAndTransferAmountTest() { IProfile profile = ProxyFacade.ProfileProxy(); string customerName = "Smith" + DateTime.Now.ToString("HH:mm:ss"); var customer = profile.CreateCustomer(customerName, "NJ", new DateTime(1982, 1, 1)); // Deposit to Savings ProxyFacade.SavingsAccountProxy().DepositAmount(customer.Id, 100); ProxyFacade.SavingsAccountProxy().DepositAmount(customer.Id, 25); Assert.AreEqual(125, ProxyFacade.SavingsAccountProxy().GetSavingsAccountBalance(customer.Id)); // Withdraw ProxyFacade.SavingsAccountProxy().WithdrawAmount(customer.Id, 30); Assert.AreEqual(95, ProxyFacade.SavingsAccountProxy().GetSavingsAccountBalance(customer.Id));   // Deposit to Checking ProxyFacade.CheckingAccountProxy().DepositAmount(customer.Id, 60); ProxyFacade.CheckingAccountProxy().DepositAmount(customer.Id, 40); Assert.AreEqual(100, ProxyFacade.CheckingAccountProxy().GetCheckingAccountBalance(customer.Id)); // Withdraw ProxyFacade.CheckingAccountProxy().WithdrawAmount(customer.Id, 30); Assert.AreEqual(70, ProxyFacade.CheckingAccountProxy().GetCheckingAccountBalance(customer.Id));   // Transfer from Savings to Checking TransferFundsFromSavingsToCheckingAccount(customer.Id,10); Assert.AreEqual(85, ProxyFacade.SavingsAccountProxy().GetSavingsAccountBalance(customer.Id)); Assert.AreEqual(80, ProxyFacade.CheckingAccountProxy().GetCheckingAccountBalance(customer.Id));   // Transfer from Checking to Savings TransferFundsFromCheckingToSavingsAccount(customer.Id, 50); Assert.AreEqual(135, ProxyFacade.SavingsAccountProxy().GetSavingsAccountBalance(customer.Id)); Assert.AreEqual(30, ProxyFacade.CheckingAccountProxy().GetCheckingAccountBalance(customer.Id)); }   [Test] public void FundTransfersWithOverDraftTest() { IProfile profile = ProxyFacade.ProfileProxy(); string customerName = "Angelina" + DateTime.Now.ToString("HH:mm:ss");   var customerId = profile.CreateCustomer(customerName, "NJ", new DateTime(1972, 1, 1)).Id;   ProxyFacade.SavingsAccountProxy().DepositAmount(customerId, 100); TransferFundsFromSavingsToCheckingAccount(customerId,80); Assert.AreEqual(20, ProxyFacade.SavingsAccountProxy().GetSavingsAccountBalance(customerId)); Assert.AreEqual(80, ProxyFacade.CheckingAccountProxy().GetCheckingAccountBalance(customerId));   try { TransferFundsFromSavingsToCheckingAccount(customerId,30); } catch (Exception e) { Debug.WriteLine(e.Message); }   Assert.AreEqual(110, ProxyFacade.CheckingAccountProxy().GetCheckingAccountBalance(customerId)); Assert.AreEqual(20, ProxyFacade.SavingsAccountProxy().GetSavingsAccountBalance(customerId)); } } }   We are creating a new instance of the channel for every operation, we will look into instance management and how creating a new instance of channel affects it in subsequent articles. The first two test cases deals with creation of Customer, deposit and withdraw of month between accounts. The last case, FundTransferWithOverDraftTest() is interesting. Customer starts with depositing $100 in SavingsAccount followed by transfer of $80 in to checking account resulting in $20 in savings account.  Customer then initiates $30 transfer from Savings to Checking resulting in overdraft exception on Savings with $30 being deposited to Checking. As we are not running both the requests in transactions the customer ends up with more amount than what he started with $100. In subsequent posts we will look into transactions handling.  Make sure the ServiceHost project is set as start up project and start the solution. Run the test cases either from NUnit client or TestDriven.Net/Resharper which ever is your favorite tool. Make sure you have updated the data base connection string in the ServiceHost config file to point to your local database

    Read the article

  • Oracle - A Leader in Gartner's MQ for Master Data Management for Customer Data

    - by Mala Narasimharajan
      The Gartner MQ report for Master Data Management of Customer Data Solutions is released and we're proud to say that Oracle is in the leaders' quadrant.  Here's a snippet from the report itself:  " “Oracle has a strong, though complex, portfolio of domain-specific MDM products that include prepackaged data models. Gartner estimates that Oracle now has over 1,500 licensed MDM customers, including 650 customers managing customer data. The MDM portfolio includes three products that address MDM of customer data solution needs: Oracle Fusion Customer Hub (FCH), Oracle CDH and Oracle Siebel UCM. These three MDM products are positioned for different segments of the market and Oracle is progressively moving all three products onto a common MDM technology platform..." (Gartner, Oct 18, 2012)  For more information on Oracle's solutions for customer data in Master Data Management, click here.  

    Read the article

  • Identity Globe Trotters (Sep Edition): The Social Customer

    - by Tanu Sood
    Welcome to the inaugural edition of our monthly series - Identity Globe Trotters. Starting today, the last Friday of every month, we will explore regional commentary on Identity Management. We will invite guest contributors from around the world to share their opinions and experiences around Identity Management and highlight regional nuances, specific drivers, solutions and more. Today's feature is contributed by Michael Krebs, Head of Business Development at esentri consulting GmbH, a (SOA) specialized Oracle Gold Partner based in Ettlingen, Germany. In his current role, Krebs is dealing with the latest developments in Enterprise Social Networking and the Integration of Social Media within business processes.  By Michael Krebs The relevance of "easy sign-on" in the age of the "Social Customer" With the growth of Social Networks, the time people spend within those closed "eco-systems" is growing year by year. With social networks looking to integrate search engines, like Facebook announced some weeks ago, their relevance will continue to grow in contrast to the more conventional search engines. This is one of the reasons why social network accounts of the users are getting more and more like a virtual fingerprint. With the growing relevance of social networks the importance of a simple way for customers to get in touch with say, customer care or contract departments, will be crucial for sales processes in critical markets. Customers want to have one single point of contact and also an easy "login-method" with no dedicated usernames, passwords or proprietary accounts. The golden rule in the future social media driven markets will be: The lower the complexity of the initial contact, the better a company can profit from social networks. If you, for example, can generate a smart way of how an existing customer can use self-service portals, the cost in providing phone support can be lowered significantly. Recruiting and Hiring of "Digital Natives" Another particular example is "social" recruiting processes. The so called "digital natives" don´t want to type in their profile facts and CV´s in proprietary systems. Why not use the actual LinkedIn profile? In German speaking region, the market in the area of professional social networks is dominated by XING, the equivalent to LinkedIn. A few weeks back, this network also opened up their interfaces for integrating social sign-ons or the usage of profile data for recruiting-purposes. In the European (and especially the German) employment market, where the number of young candidates is shrinking because of the low birth rate in the region, it will become essential to use social-media supported hiring processes to find and on-board the rare talents. In fact, you will see traditional recruiting websites integrated with social hiring to attract the best talents in the market, where the pool of potential candidates has decreased dramatically over the years. Identity Management as a key factor in the Customer Experience process To create the biggest value for customers and also future employees, companies need to connect their HCM or CRM-systems with powerful Identity management solutions. With the highly efficient Oracle (social & mobile enabling) Identity Management solution, enterprises can combine easy sign on with secure connections to the backend infrastructure. This combination enables a "one-stop" service with personalized content for customers and talents. In addition, companies can collect valuable data for the enrichment of their CRM-data. The goal is to enrich the so called "Customer Experience" via all available customer channels and contact points. Those systems have already gained importance in the B2C-markets and will gradually spread out to B2B-channels in the near future. Conclusion: Central and "Social" Identity management is key to Customer Experience Management and Talent Management For a seamless delivery of "Customer Experience Management" and a modern way of recruiting the best talent, companies need to integrate Social Sign-on capabilities with modern CX - and Talent management infrastructure. This lowers the barrier for existing and future customers or employees to get in touch with sales, support or human resources. Identity management is the technology enabler and backbone for a modern Customer Experience Infrastructure. Oracle Identity management solutions provide the opportunity to secure Social Applications and connect them with modern CX-solutions. At the end, companies benefit from "best of breed" processes and solutions for enriching customer experience without compromising security. About esentri: esentri is a provider of enterprise social networking and brings the benefits of social network communication into business environments. As one key strength, esentri uses Oracle Identity Management solutions for delivering Social and Mobile access for Oracle’s CRM- and HCM-solutions. …..End Guest Post…. With new and enhanced features optimized to secure the new digital experience, the recently announced Oracle Identity Management 11g Release 2 enables organizations to securely embrace cloud, mobile and social infrastructures and reach new user communities to help further expand and develop their businesses. Additional Resources: Oracle Identity Management 11gR2 release Oracle Identity Management website Datasheet: Mobile and Social Access (pdf) IDM at OOW: Focus on Identity Management Facebook: OracleIDM Twitter: OracleIDM We look forward to your feedback on this post and welcome your suggestions for topics to cover in Identity Globe Trotters. Last Friday, every month!

    Read the article

  • How to refuse to give an access to passwords to a customer without being unprofessional or rude?

    - by MainMa
    Let's say you're creating a website for a customer. This website has its own registration (either combined with OpenID or not). The customer asks you to be able to see the passwords the users are choosing, given that the users will probably be using the same password on every website. In general, I say: either that it is impossible to retrieve the passwords, since they are not stored in plain text, but hashed, or that I have no right to do that or that administrators must not be able to see the passwords of users, without giving any additional details. The first one is false: even if the passwords are hashed, it is still possible to catch and store them on each logon (for example doing a strange sort of audit which will remember not only which user succeeded or failed to logon, but also with which password). The second one is rude. How to refuse this request, without being either unprofessional or rude?

    Read the article

  • “Big Data” Is A Small Concept Unless You Can Apply It To The Customer Experience

    - by Michael Hylton
    There’s been a lot of recent talk in the industry about “big data”.  Much can be said about the importance of big data and the results from it, but you need to always consider the customer experience when analyzing and applying customer data. Personalization and merchandising drive the user experience.  Big data should enable you to gain valuable insight into each of your customers and apply that insight at the moment they are on your Web site, talking to one of your call center agents, or any other touchpoint.  While past customer experience is important, you need to combine that with what your customer is doing on your Web site now as well what they are doing and saying on social networking sites.  It’s key to have a 360 degree view of your customer across all of your touchpoints in order to provide that relevant and consistent experience that they come to expect when interacting with your brand. Big data can enable you to effectively market, merchandize, and recommend the right products to the right customers and the right time.  By taking customer data and applying it to product recommendations, you have an opportunity to gain a greater share of wallet through the cross-selling and up-selling of additional products and services.  You can also build sustaining loyalty programs to continue to engage with your customers throughout their long-term relationship with your brand.

    Read the article

  • “Big Data” Is A Small Concept Unless You Can Apply It To The Customer Experience

    - by Michael Hylton
    There’s been a lot of recent talk in the industry about “big data”.  Much can be said about the importance of big data and the results from it, but you need to always consider the customer experience when analyzing and applying customer data. Personalization and merchandising drive the user experience.  Big data should enable you to gain valuable insight into each of your customers and apply that insight at the moment they are on your Web site, talking to one of your call center agents, or any other touchpoint.  While past customer experience is important, you need to combine that with what your customer is doing on your Web site now as well what they are doing and saying on social networking sites.  It’s key to have a 360 degree view of your customer across all of your touchpoints in order to provide that relevant and consistent experience that they come to expect when interacting with your brand. Big data can enable you to effectively market, merchandize, and recommend the right products to the right customers and the right time.  By taking customer data and applying it to product recommendations, you have an opportunity to gain a greater share of wallet through the cross-selling and up-selling of additional products and services.  You can also build sustaining loyalty programs to continue to engage with your customers throughout their long-term relationship with your brand.

    Read the article

  • Improve Customer Experience with Real-Time Scheduling

    - by ruth.donohue
    Recently, my husband rearranged his busy work schedule so that he could stay home an entire afternoon to wait for the alarm company to reset the password to our alarm system, only to discover at the end of the afternoon that the field service rep wasn’t going to be able to make the appointment after all. And, the company asked him to reschedule and block off time for another afternoon. Needless to say, my husband wasn’t happy with that experience. Unfortunately, customer experiences like this happen every day. As a business, you can’t afford these types of encounters. It’s too easy for your customers to turn to one of your competitors once they’ve reached the point of frustration. Customer experience and customer loyalty are more important than ever. So how can you prevent something like this from occurring? With the newly available Siebel Field Service Integration with Oracle Real-Time Scheduler, your service organization can: Create cost-optimized plans and schedules to improve operating efficiencies Deliver more accurate ETA’s and shorten appointment windows Minimize the impact of in-day events such as delays on site, sickness, poor weather conditions, and vehicle breakdowns Rather than requiring them to wait for an entire afternoon, imagine asking customers to be available for only an hour. And being able to commit to that time by working around unforeseen events and understanding the impact of delays or re-routings before they become customer issues. What would your customer experience and customer satisfaction be like then? Learn more about the Siebel Field Service Integration with Oracle Real-Time Scheduler: Register for and attend the upcoming webcast on Thursday, March 10th at 8:30 AM Pacific Time Read the press release, data sheet, and solution brief Visit the Siebel Field Service webpage

    Read the article

  • Mapping Your Customer Experience Journey

    - by Michael Hylton
    For those who attended today’s Oracle Customer Experience Summit keynote you heard from Brian Curran talk about the strategies and best practices to implement customer experience (CX) in your organization.  He spoke about how this evolving journey begins by understanding six steps to transform your business and put your customers front and center.  Here are those key six steps: What are the strategic business objectives in your company? What are your operational objectives and KPIs necessary to measure a CX project? Build an income statement and create “what if” scenarios and see how changes impact your business’ bottom line.  Explore what keeps you from getting to your own goals for your business. Define the business objectives and opportunities you want to meet? Understand the trends and accelerators in the market?  What factors are going on in the market affect that impact your business?  Social?  Mobile?  Cloud?  Just to name a few.  Many of these trends may signal a change in the way people think about your business. What approach will you take to solve these issues?  Understand who your customer is.  How do you need to adapt your business to build relevant, personalized customer experiences. What technologies can you implement to address CX?  Does technology help you solve your problem? A great way to begin your customer experience journey is a concept called journey mapping, one of the most powerful and deceptively simple tools for unlocking CX innovation at your organization. Here is where you can learn more about how you can bring this concept into your business to drive great customer experiences.

    Read the article

  • The Talent Behind Customer Experience

    - by Christina McKeon
    Earlier, I wrote about Powerful Data Lessons from the Presidential Election. A key component of the Obama team’s data analysis deserves its own discussion—the people. Recruiters are probably scrambling to find out who those Obama data crunchers are and lure them into corporations. For the Obama team, these data scientists became a secret ingredient that the competition didn’t have. This team of analysts knew how to hear the signal and ignore the noise, how to segment and target its base, and how to model scenarios and revise plans based on what the data told them. The talent was the difference. As you work to transform your organization to be more customer-centric, don’t forget that talent is a critical element. Journey mapping is a good start to understanding how your talent impacts your customer experiences. Part of journey mapping includes documenting the “on-stage” and “back-stage” systems and touchpoints. When mapping this part of your customers’ journey, include the roles and talent behind the employee actions—both customer facing and further upstream from that customer touchpoint. Know what each of these roles does, how well you are retaining people in these areas, and your plans to fill these open positions in the future. To use data scientists as an example, this job will be in high demand over the next 10 years. The workforce is shrinking, and higher education institutions may not be able to turn out trained data scientists as fast as you need them. You don’t want to be caught with a skills deficit, so consider how you can best plan for the future talent you will need. Have your existing employees make their career aspirations known to you now. You may find you already have employees willing to take on roles that drive better customer experiences. Then develop customer experience talent from within your organization through targeted learning programs. If you know that you will need to go outside the organization, build those candidate relationships now. Nurture the candidates you want to hire and partner with universities, colleges, and trade associations so you can increase the number of qualified candidates in your talent pool.

    Read the article

  • Preferred way for dealing with customer-defined data in enterprise application

    - by Axarydax
    Let's say that we have a small enterprise web (intranet) application for managing data for car dealers. It has screens for managing customers, inventory, orders, warranties and workshops. This application is installed at 10 customer sites for different car dealers. First version of this application was created without any way to provide for customer-specific data. For example, if dealer A wanted to be able to attach a photo to a customer, dealer B wanted to add e-mail contact to each workshop, and dealer C wanted to attach multiple PDF reports to a warranty, each and every feature like this was added to the application, so all of the customers received everything on new update. However, this will inevitably lead to conflicts as the number of customers grow as their usage patterns are unique, and if, for instance, a specific dealer requested to have an ability to attach (for some reason) a color of inventory item (and be able to search by this color) as a required item, others really wouldn't need this feature, and definitely will not want it to be a required item. Or, one dealer would like to manage e-mail contacts for their employees on a separate screen of the application. I imagine that a solution for this is to use a kind of plugin system, where we would have a core of the application that provides for standard features like customers, inventory, etc, and all of the customer's installed plugins. There would be different kinds of plugins - standalone screens like e-mail contacts for employees, with their own logic, and customer plugin which would extend or decorate inventory items (like photo or color). Inventory (customer,order,...) plugins would require to have installation procedure, hooks for plugging into the item editor, item displayer, item filtering for searching, backup hook and such. Is this the right way to solve this problem?

    Read the article

  • WebCenter Customer Spotlight: Global Village Telecom Ltda

    - by me
    Author: Peter Reiser - Social Business Evangelist, Oracle WebCenter  Solution SummaryGlobal Village Telecom Ltda. (GVT)  is a leading Brazilian telecommunications company, developing solutions and providing services for corporate and end users. GVT is located in Curitiba, Brazil, employs 6,000 people and has an annual revenue of around US$1 billion.  GVT business objectives were to improve corporate communications, accelerate internal information flow, provide continuous access to the all business files and  enable the company’s leadership to provide information to all departments in real time. GVT implemented Oracle WebCenter Content to centralize the company's content and they built  a portal to share and find content in real-time. Oracle WebCenter Content enabled GVT to quickly and efficiently integrate communication among all company employees—ensuring that GVT maintain a competitive edge in the market. Human Resources reduced the time required for issuing internal statements to all staff from three weeks to one day. Company OverviewGlobal Village Telecom Ltda. (GVT)  is a leading telecommunications company, developing solutions and providing services for corporate and end users. The company offers diverse innovative products and advanced solutions in conventional fixed telephone communications, data transmission, high speed broadband internet services, and voice over IP (VoIP) services for all market segment. GVT is located in Curitiba, Brazil, employs 6,000 people and have an  annual revenue of around US$1 billion.   Business ChallengesGVT business objectives were to improve corporate communications, accelerate internal information flow, provide continuous access to the all business files and enable the company’s leadership to provide information to all departments in real time. Solution DeployedGVT worked with the Oracle Partner IT7 to deploy Oracle WebCenter Content to securely centralize the company's content such as growth indicators, spreadsheets, and corporate and descriptive project schedules. The solution enabled real-time information sharing through the development of Click GVT, a portal that currently receives 100,000 monthly impressions from employee searches. Business ResultsGVT gained a competitive edge in the communications market by accelerating internal information flow, streamlining the content standardizing information and enabled real-time information sharing and discovery. Human Resources  reduced the time required for issuing  internal statements to all staff from three weeks to one day. “The competitive nature of telecommunication industry demands rapid information in the internal flow of the company. Oracle WebCenter Content enabled us to quickly and efficiently integrate communication among all company employees—ensuring that we maintain a competitive edge in the market.” Marcel Mendes Filho, Systems Manager, Global Village Telecom Ltda. Additional Information Global Viallage Telecom Ltda Customer Snapshot Oracle WebCenter Content

    Read the article

  • WebCenter Customer Spotlight: Guizhou Power Grid Company

    - by me
    Author: Peter Reiser - Social Business Evangelist, Oracle WebCenter  Solution SummaryGuizhou Power Grid Company is responsible for power grid planning, construction, management, and power distribution in Guizhou Province, serving 39 million people. Giuzhou has 49,823 employees and an annual revenue of over $5 Billion. The business objectives were to consolidate information contained in disparate systems into a single knowledge repository and provide a safe and efficient way for staff and managers to access, query, share, manage, and store business information. Guizhou Power Grid Company saved more than US$693,000 in storage costs, reduced  average search times from 180 seconds to 5 seconds and solved 80% to 90% of technology and maintenance issues by searching the Oracle WebCenter Content management system. Company OverviewA wholly owned subsidiary of China Southern Power Grid Company Limited, Guizhou Power Grid Company is responsible for power grid planning, construction, management, and power distribution in Guizhou Province, serving 39 million people. Giuzhou has 49,823 employees and an annual revenue of over $5 Billion. Business ChallengesThe business objectives were to consolidate information contained in disparate systems, such as the customer relationship management and power grid management systems, into a single knowledge repository and provide a safe and efficient way for staff and managers to access, query, share, manage, and store business information. Solution DeployedGuizhou Power Grid Company  implemented Oracle WebCenter Content to build a content management system that enabled the secure, integrated management and storage of information, such as documents, records, images, Web content, and digital assets. The content management solution was integrated with the power grid, customer service, maintenance, and other business systems, as well as the corporate Web site. Business Results Saved more than US$693,000 in storage costs and shortened the material distribution time by integrating the knowledge management solution with the power grid, customer service, maintenance, and other business systems, as well as the corporate Web site Enabled staff to search 31,650 documents using catalogs, multidimensional attributes, and knowledge maps, reducing average search times from 180 seconds to 5 seconds and saving approximately 1,539 hours in annual search time Gained comprehensive document management, format transformation, security, and auditing capabilities Enabled users to upload new documents and supervisors to check the accuracy of these documents online, resulting in improved information quality control Solved 80% to 90% of technology and maintenance issues by searching the Oracle content management system for information, ensuring IT staff can respond quickly to users’ technical problems Improved security by using role-based access controls to restrict access to confidential documents and information Supported the efficient classification of corporate knowledge by using Oracle’s metadata functions to collect, tag, and archive documents, images, Web content, and digital assets “We chose Oracle WebCenter Content, as it is an outstanding integrated content management platform. It has allowed us to establish a system to access, query, share, manage, and store our corporate assets. This has laid a solid foundation for Guizhou Power Grid Company to improve management practices.” Luo Sixi, Senior Information Consultant, Guizhou Power Grid Company Additional Information Guizhou Power Grid Company Customer Snapshot Oracle WebCenter Content

    Read the article

  • WebCenter Customer Spotlight: Textron Inc.

    - by me
    Author: Peter Reiser - Social Business Evangelist, Oracle WebCenter  Solution SummaryTextron Inc. is one of the world's best known multi-industry companies and is a pioneer of the diversified business model. Founded in 1923, it has grown into a network of businesses—including Bell Helicopter, E-Z-GO, Cessna, and Jacobsen—with facilities and a presence in 25 countries, serving a diverse and global customer base. Textron is ranked 236th on the Fortune 500 list of the largest US companies. Textron needed a Web experience management solution to centralize control, minimize costs, and enable more efficient operations. Specifically, the company wanted to take IT out of the picture as much as possible, enabling sales and marketing leads for subsidiaries to make Website updates as they deem appropriate for their business.   Textron worked with Oracle partner Element Solutions to consolidate its Website management systems onto Oracle WebCenter Sites. The implementation enables Textron’s subsidiaries to adjust more quickly to customer demands,  reduced Website management cost & time to update content on a Website while allowing to integrate its Website updates more closely with social media and mobile platforms. Company OverviewTextron Inc. is one of the world's best known multi-industry companies and is a pioneer of the diversified business model. Founded in 1923, it has grown into a network of businesses—including Bell Helicopter, E-Z-GO, Cessna, and Jacobsen—with facilities and a presence in 25 countries, serving a diverse and global customer base. Textron is ranked 236th on the Fortune 500 list of the largest US companies. Business ChallengesWith numerous subsidiaries and more than 50 public Websites, Textron needed a Web experience management solution to centralize control, minimize costs, and enable more efficient operations. Specifically, the company wanted to take IT out of the picture as much as possible, enabling sales and marketing leads for subsidiaries to make Website updates as they deem appropriate for their business.   Solution DeployedTextron worked with Oracle partner Element Solutions to consolidate its Website management systems onto Oracle WebCenter Sites. Specifically, Textron: Used Oracle WebCenter Sites to integrate Web experience management capabilities for all Textron brands, including Bell Helicopter, E-Z-GO, Cessna, and Jacobsen Developed Website templates to enable marketing and communications professionals to easily make updates to their Websites, without having to work with IT Reduced Website management costs, as it costs more for IT to coordinate Website updates as opposed to marketing and communications Enabled IT to concentrate on other activities to enhance overall operations for Textron, such as project workflows Acquired a platform that enables marketing teams to integrate their Websites with social media and mobile platforms, allowing subsidiaries to make updates and contact customers anytime and everywhere—including through tablets and smartphones Reduced the time it takes to update content on a Website, including press releases, by enabling communications professionals to make updates directly Developed more appealing visual designs for Websites to help enhance customer purchase Business ResultsThe implementation enabled Textron’s subsidiaries to adjust more quickly to customer demands and Textron’s IT staff to concentrate on other processes, such as writing code and developing new workflows, enabling them to enhance company processes. In addition, Textron can use Oracle WebCenter Sites to integrate its Website updates more closely with social media and mobile platforms, enabling marketing and communications teams to make updates anytime and everywhere. The initiative has enabled Textron to save money by freeing IT up to work on more important tasks, instituting new e-commerce and mobile initiatives to better engage customers, and by ensuring efficient Website management processes to quickly adjust to customer demands.  “We considered a number of products, but chose Oracle WebCenter Sites because it provides the best user interface. We reviewed customer references and analyst reports, and Oracle WebCenter Sites was consistently at the top of the list,” Brad Hof, Manager, Advanced Business Solutions and Web Communications, Textron Inc. Additional Information Tectron Inc. Customer Snapshot Oracle WebCenter Sites

    Read the article

  • Understanding the Customer Form in Release 12 from an AR Perspective!!

    - by user793553
    Confused by the Customer Form in Release 12??  Read on, to get some insight into the evolution of this screen, and how it links in with Trading Community Architecture. Historically, the customer data model was owned by Oracle Receivables (AR).  However, as the data model changed and more complex relationships and attributes had to be tracked and monitored, the Trading Community Architecture (TCA) product was created.  All applications within the E-Business suite that require interaction with a customer integrate with TCA. Customer information is no longer stored in the individual applications but rather in a central repository/registry maintained within TCA.  It is important to understand the following entities/concepts stored in TCA: Party: A party is an entity with whom you can have a potential business relationship.  A party can be either a Person or an Organization.  The Party entity is completely independent of any business relationship; this means that a Party can exist even if you have no transactions with it.   The Party is the "umbrella" entity under which you capture all other attributes listed below. Customer: A customer is a party with whom you have an existing business relationship.  From an AR perspective, you can simplify the concepts by thinking of a Customer as a Party. This definition however does not apply to all other applications. In the Oracle Receivables Customer form, the information displayed at the Customer level is from TCA's Party information record. Customer Account (also called Account): An account contains information about how you transact business with a particular customer.  You can create multiple accounts for a customer.  When you create invoices and receipts you associate it to a particular Account of a Customer. Location: A Location is an address.  It is a point in space, typically identified by a street number, a street name, a city, a state or province, a country.  A location is independent of what it is used for - you do not associate a purpose to a location. Party Site: A Party Site is associated to a Party.  It is the location where a party is physically located.  When defining sites for a Party, only one can be an identifying address.  However, you can define other party sites associated to a party. You can define purposes/usage for Party Sites. Account Site: An Account Site is associated to a Customer Account. It is the location associated to the account you are transacting business with. You can define business purposes (also called site uses) for an Account site. Read more about the Customer Workbench in these notes: Doc ID 1436547.1 Oracle Receivables: Understanding the Customer Form in Release 12 Doc ID  1437866.1 Customer Form - Address: Troubleshooting, Known Issues and Patches Doc ID  1448442.1 Oracle Receivables (AR): Customer Workbench Information Center Do you find this type of blog entry useful?  Please add comments to let us know how we can help you more effectively.  Thank you!

    Read the article

  • No Customer Left Behind

    - by Kathryn Perry
    A guest post by David Vap, Group Vice President, Oracle Applications Product Development What does customer experience mean to you? Is it a strategy for your executives? A new buzz word and marketing term? A bunch of CRM technology with social software added on? For me, customer experience is a customer-centric worldview that produces a deeper understanding of your business and what it takes to achieve sustainable, differentiated success. It requires you to prioritize and examine the journey your customers are on with your brand, so you can answer the question, "How can we drive greater value for our business by delivering a better customer experience?" Businesses that embrace a customer-centric worldview understand their business at a much deeper level than most. They know who their customers are, what their value is, what they do, what they say, what they want, and ultimately what that means to their business. "Why Isn't Everyone Doing It?" We're all consumers who have our own experiences with many brands. Good or bad, some of those experiences stay with us. So viscerally we understand the concept of customer experience from the stories we share. One that stands out in my mind happened as I was preparing to leave for a 12-month job assignment in Europe. I wanted to put my cable television subscription on hold. I wasn't leaving for another vendor. I wasn't upset. I just had a situation where it made sense to put my $180 per month account on pause until I returned. Unfortunately, there was no way for this cable company to acknowledge that I was a loyal customer with a logical request - and to respond accordingly. So, ultimately, they lost my business. Research shows us that it costs six to seven times more to acquire a new customer than to retain an existing one. Heavily funding the efforts of getting new customers and underfunding the efforts of serving the needs of your existing (who are your greatest advocates) is a vicious and costly cycle. "Hey, These Guys Suck!" I love my Apple iPad because it's so easy to use. The explosion of these types of technologies, combined with new media channels, has raised our expectations and made us hyperaware of what's going on and what's available. In addition, social media has given us a megaphone to share experiences both positive and negative with greater impact. We are now an always-on culture that thrives on our ability to access, connect, and share anywhere anytime. If we don't get the service, product, or value we expect, it is easy to tell many people about it. We also can quickly learn where else to get what we want. Consumers have the power of influence and choice at a global scale. The businesses that understand this principle are able to leverage that power to their advantage. The ones that don't, suffer from it. Which camp are you in?Note: This is Part 1 in a three-part series. Stop back for Part 2 on November 19.

    Read the article

< Previous Page | 1 2 3 4 5 6 7 8 9 10 11 12  | Next Page >