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• If You Could Cut Your Meeting Times in ½ Would You?

  - by [email protected]

  By Brian Dayton on April 22, 2010 2:02 PM I know it sounds like a big promise. And what I'm thinking about may not cut a :60 minute meeting into :30 minutes, but it could make meetings and interactions up to 2X more productive. How? Social Media for the Enterprise, Not Social Media In the Enterprise Bear with me. I'm not talking about whether or not workers should or shouldn't have access to Facebook on corporate networks. That topic has been discussed @ length. I'm also not talking about the direct benefits of Social Networking tools like Presence (the ability to see someone online and ask a question in real-time), blogs, RSS feeds or external tools like Twitter. The Un-Measurable Benefits Would you do something that you believe will have a positive effect--but can't be measured? It's impossible to quantify the effectiveness of a meeting. However, what I am talking about would be more of a byproduct of all of the social networking tools above. Here's the hypothesis: As I've gotten more and more busy with work, family, travel and kids--and the same has happened to my friends and family--I'm less and less connected. But by introducing Facebook to my life I've not only made connections with longtime friends whom I haven't spoken to in years--but I've increased the pace and quality of interactions, on and offline, with close friends who I see and speak to every week. In some cases it even enhances the connections and interactions with those I see or speak to every day. The same holds true in an organization. Especially a larger one with highly matrixed organizational structures. You work with people on a project, new people come in with each different project and a disproportionate amount of time is spent getting oriented and staying current. Going back to the initial value proposition--making meetings shorter/more effective--a large amount of time is spent: - At Project Kick-off: Meeting and understanding team member's histories, goals & roles - Ongoing: Summarizing events since the last meeting or update email In my personal, Facebook life today I know that: - My best friend from college - has been stranded in India for 5 days because of the volcano in Iceland and is now only 250 miles from home - One of my co-workers started conference calls at 6:30 this morning - My wife wasn't terribly pleased with my painting skills in our new bathroom (disclosure: she told me this face to face too) Strengthening Weak Links A recent article in CIO Magazine, Three Dangerous Social Media Misconceptions (Kristen Burnham, March 12, 2010) calls out the #1 misconception as follows: 1. "Face-to-face relationships are far more valuable than virtual ones." While some level of physical interaction will always add value to relationships, Gartner says that come 2020, most relationships and teams will be based on "weak links"--that is, you may not have personally met a contact, but you'll know of or may have interacted with him via social sites like Facebook, LinkedIn and Twitter. The sooner your enterprise adopts these tools, the sooner your employees will learn them, and the sooner you'll begin to cultivate these relationships-of-the-future. I personally believe that it's not an either/or choice between face-to-face and virtual interactions. In fact, I'll be as bold as saying it doesn't matter. I can point to two extremely valuable work relationships that I've had over the past 5 years: - I shared an office with one of them - I met the other person, face-to-face, only once Both relationships were very productive. The dynamics were similar. The communication tactics differed immensely. What does matter is the quality, frequency and relevance of interactions. Still sound like too much? An over-promise? Stay tuned for my next post The Gap Between Facebook and LinkedIn. I'll also connect some of the dots with where Oracle Applications and technologies are headed.

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• Beyond Chatting: What ‘Social’ Means for CRM

  - by Divya Malik

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

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• Beyond Chatting: What ‘Social’ Means for CRM

  - by Divya Malik

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

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• Where is the value of OEA

  - by [email protected]

  In a room full of architects, if you were to ask for the definition of enterprise architecture, or the importance thereof,  you are likely to get a number of varying view points ranging from,  a complete analysis of the digital assets of an organization,  to, a strategic alignment of business goals/objectives to IT initiatives.  Similiarily in a room full of senior business executives,  if you asked them how they see their IT groups and their effectiveness to align to business strategy,  you would get a myriad of responses,  ranging from, “a huge drain on our bottom line”, “always more expensive than budgeted”, “lack of agility,  by the time IT is ready,  my business strategy has changed”, and on the rare occurrence, “ a leader of innovation,  that is lock step with my business strategy”. However does this necessarily demonstrate the overall value of enterprise architecture.  Having a framework, and process is of critical importance to help produce a number of the artefacts that ultimately align technology goals and initiatives to business strategy,  however,  is that really where the value is?  I believe that first we need to understand the concept of value.  Value typically is a measure of sorts,  when we purchase a product it’s value is equivalent to the maximum amount that someone is willing to pay for the product,  however,  is the same equation valid in terms of the business value of enterprise architecture? Is the library of artefacts generated through a process/framework, inclusive of a strategic roadmap to realize the enterprise architecture where the value is? If we agree that enterprise architecture is the alignment of IT and IT assets to support business strategy, and by achieving our business strategy, we have we have increased the business value of the enterprise then;  it seems that, in order to really identify the true value of an enterprise architecture,  we need to understand how we measure business value .  A number of formal measurement methodologies exist for this purpose, business models, balanced scorecards, etc   After we have an understanding on how to measure the business value of each of the organizational units within an enterprise, then we understand how the enterprise architecture contributes to the success of business strategy,  and EXECUTE on the roadmap to implement, and deliver the IT initiatives that provide MEASUREABLE returns, As we analyse the value chain of each of the individual organizational units within the enterprise we may identify how that unit has performed by quantitatively measuring it proximity to achieving the goals defined by the business for each unit. However, It would appear that true business value (the aggregate of all of the business units in the value chain), is to some degree subjectively measured  as for public companies this lies in shareholder value,  as the true value, or be it, the maximum amount that someone would pay for shares of an organization.

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• T-SQL in Chicago – the LobsterPot teams with DataEducation

  - by Rob Farley

  In May, I’ll be in the US. I have board meetings for PASS at the SQLRally event in Dallas, and then I’m going to be spending a bit of time in Chicago. The big news is that while I’m in Chicago (May 14-16), I’m going to teach my “Advanced T-SQL Querying and Reporting: Building Effectiveness” course. This is a course that I’ve been teaching since the 2005 days, and have modified over time for 2008 and 2012. It’s very much my most popular course, and I love teaching it. Let me tell you why. For years, I wrote queries and thought I was good at it. I was a developer. I’d written a lot of C (and other, more fun languages like Prolog and Lisp) at university, and then got into the ‘real world’ and coded in VB, PL/SQL, and so on through to C#, and saw SQL (whichever database system it was) as just a way of getting the data back. I could write a query to return just about whatever data I wanted, and that was good. I was better at it than the people around me, and that helped. (It didn’t help my progression into management, then it just became a frustration, but for the most part, it was good to know that I was good at this particular thing.) But then I discovered the other side of querying – the execution plan. I started to learn about the translation from what I’d written into the plan, and this impacted my query-writing significantly. I look back at the queries I wrote before I understood this, and shudder. I wrote queries that were correct, but often a long way from effective. I’d done query tuning, but had largely done it without considering the plan, just inferring what indexes would help. This is not a performance-tuning course. It’s focused on the T-SQL that you read and write. But performance is a significant and recurring theme. Effective T-SQL has to be about performance – it’s the biggest way that a query becomes effective. There are other aspects too though – such as using constructs better. For example – I can write code that modifies data nicely, but if I haven’t learned about the MERGE statement and the way that it can impact things, I’m missing a few tricks. If you’re going to do this course, a good place to be is the situation I was in a few years before I wrote this course. You’re probably comfortable with writing T-SQL queries. You know how to make a SELECT statement do what you need it to, but feel there has to be a better way. You can write JOINs easily, and understand how to use LEFT JOIN to make sure you don’t filter out rows from the first table, but you’re coding blind. The first module I cover is on Query Execution. Take a look at the Course Outline at Data Education’s website. The first part of the first module is on the components of a SELECT statement (where I make you think harder about GROUP BY than you probably have before), but then we jump straight into Execution Plans. Some stuff on indexes is in there too, as is simplification and SARGability. Some of this is stuff that you may have heard me present on at conferences, but here you have me for three days straight. I’m sure you can imagine that we revisit these topics throughout the rest of the course as well, and you’d be right. In the second and third modules we look at a bunch of other aspects, including some of the T-SQL constructs that lots of people don’t know, and various other things that can help your T-SQL be, well, more effective. I’ve had quite a lot of people do this course and be itching to get back to work even on the first day. That’s not a comment about the jokes I tell, but because people want to look at the queries they run. LobsterPot Solutions is thrilled to be partnering with Data Education to bring this training to Chicago. Visit their website to register for the course. @rob_farley

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• Analytics in an Omni-Channel World

  - by David Dorf

  Retail has been around ever since mankind started bartering.  The earliest transactions were very specific to the individuals buying and selling, then someone had the bright idea to open a store.  Those transactions were a little more generic, but the store owner still knew his customers and what they wanted.  As the chains rolled out, customer intimacy was sacrificed for scale, and retailers began to rely on segments and clusters.  But thanks to the widespread availability of data and the technology to convert said data into information, retailers are getting back to details. The retail industry is following a maturity model for analytics that is has progressed through five stages, each delivering more value than the previous. Store Analytics Brick-and-mortar retailers (and pure-play catalogers as well) that collect anonymous basket-level data are able to get some sense of demand to help with allocation decisions.  Promotions and foot-traffic can be measured to understand marketing effectiveness and perhaps focus groups can help test ideas.  But decisions are influenced by the majority, using faceless customer segments and aggregated industry data points.  Loyalty programs help a little, but in many cases the cost outweighs the benefits. Web Analytics The Web made it much easier to collect data on specific, yet still anonymous consumers using cookies to track visits. Clickstreams and product searches are analyzed to understand the purchase journey, gauge demand, and better understand up-selling opportunities.  Personalization begins to allow retailers target market consumers with recommendations. Cross-Channel Analytics This phase is a minor one, but where most retailers probably sit today.  They are able to use information from one channel to bolster activities in another. However, there are technical challenges combining data silos so its not an easy task.  But for those retailers that are able to perform analytics on both sources of data, the pay-off is pretty nice.  Revenue per customer begins to go up as customers have a better brand experience. Mobile & Social Analytics Big data technologies are enabling a 360-degree view of the customer by incorporating psychographic data from social sites alongside traditional demographic data.  Retailers can track individual preferences, opinions, hobbies, etc. in order to understand a consumer's motivations.  Using mobile devices, consumers can interact with brands anywhere, anytime, accessing deep product information and reviews.  Mobile, combined with a loyalty program, presents an opportunity to put shopping into geographic context, understanding paths to the store, patterns within the store, and be an always-on advertising conduit. Omni-Channel Analytics All this data along with the proper technology represents a new paradigm in which the clock is turned back and retail becomes very personal once again.  Rich, individualized data better illuminates demand, allows for highly localized assortments, and helps tailor up-selling.  Interactions with all channels help build an accurate profile of each consumer, and allows retailers to tailor the retail experience to meet the heightened expectations of today's sophisticated shopper.  And of course this culminates in greater customer satisfaction and business profitability.

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• How Do You Actually Model Data?

  Since the 1970’s Developers, Analysts and DBAs have been able to represent concepts and relations in the form of data through the use of generic symbols.  But what is data modeling?  The first time I actually heard this term I could not understand why anyone would want to display a computer on a fashion show runway. Hey, what do you expect? At that time I was a freshman in community college, and obviously this was a long time ago.  I have since had the chance to learn what data modeling truly is through using it. Data modeling is a process of breaking down information and/or requirements in to common categories called objects. Once objects start being defined then relationships start to form based on dependencies found amongst other existing objects.  Currently, there are several tools on the market that help data designer actually map out objects and their relationships through the use of symbols and lines.  These diagrams allow for designs to be review from several perspectives so that designers can ensure that they have the optimal data design for their project and that the design is flexible enough to allow for potential changes and/or extension in the future. Additionally these basic models can always be further refined to show different levels of details depending on the target audience through the use of three different types of models. Conceptual Data Model(CDM)Conceptual Data Models include all key entities and relationships giving a viewer a high level understanding of attributes. Conceptual data model are created by gathering and analyzing information from various sources pertaining to a project during the typical planning phase of a project. Logical Data Model (LDM)Logical Data Models are conceptual data models that have been expanded to include implementation details pertaining to the data that it will store. Additionally, this model typically represents an origination’s business requirements and business rules by defining various attribute data types and relationships regarding each entity. This additional information can be directly translated to the Physical Data Model which reduces the actual time need to implement it. Physical Data Model(PDMs)Physical Data Model are transformed Logical Data Models that include the necessary tables, columns, relationships, database properties for the creation of a database. This model also allows for considerations regarding performance, indexing and denormalization that are applied through database rules, data integrity. Further expanding on why we actually use models in modern application/database development can be seen in the benefits that data modeling provides for data modelers and projects themselves, Benefits of Data Modeling according to Applied Information Science Abstraction that allows data designers remove concepts and ideas form hard facts in the form of data. This gives the data designers the ability to express general concepts and/or ideas in a generic form through the use of symbols to represent data items and the relationships between the items. Transparency through the use of data models allows complex ideas to be translated in to simple symbols so that the concept can be understood by all viewpoints and limits the amount of confusion and misunderstanding. Effectiveness in regards to tuning a model for acceptable performance while maintaining affordable operational costs. In addition it allows systems to be built on a solid foundation in terms of data. I shudder at the thought of a world without data modeling, think about it? Data is everywhere in our lives. Data modeling allows for optimizing a design for performance and the reduction of duplication. If one was to design a database without data modeling then I would think that the first things to get impacted would be database performance due to poorly designed database and there would be greater chances of unnecessary data duplication that would also play in to the excessive query times because unneeded records would need to be processed. You could say that a data designer designing a database is like a box of chocolates. You will never know what kind of database you will get until after it is built.

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• Guest blog: A Closer Look at Oracle Price Analytics by Will Hutchinson

  - by Takin Babaei

  Overview:  Price Analytics helps companies understand how much of each sale goes into discounts, special terms, and allowances. This visibility lets sales management see the panoply of discounts and start seeing whether each discount drives desired behavior. In Price Analytics monitors parts of the quote-to-order process, tracking quotes, including the whole price waterfall and seeing which result in orders. The “price waterfall” shows all discounts between list price and “pocket price”. Pocket price is the final price the vendor puts in its pocket after all discounts are taken. The value proposition: Based on benchmarks from leading consultancies and companies I have talked to, where they have studied the effects of discounting and started enforcing what many of them call “discount discipline”, they find they can increase the pocket price by 0.8-3%. Yes, in today’s zero or negative inflation environment, one can, through better monitoring of discounts, collect what amounts to a price rise of a few percent. We are not talking about selling more product, merely about collecting a higher pocket price without decreasing quantities sold. Higher prices fall straight to the bottom line. The best reference I have ever found for understanding this phenomenon comes from an article from the September-October 1992 issue of Harvard Business Review called “Managing Price, Gaining Profit” by Michael Marn and Robert Rosiello of McKinsey & Co. They describe the outsized impact price management has on bottom line performance compared to selling more product or cutting variable or fixed costs. Price Analytics manages what Marn and Rosiello call “transaction pricing”, namely the prices of a given transaction, as opposed to what is on the price list or pricing according to the value received. They make the point that if the vendor does not manage the price waterfall, customers will, to the vendor’s detriment. It also discusses its findings that in companies it studied, there was no correlation between discount levels and any indication of customer value. I urge you to read this article. What Price Analytics does: Price analytics looks at quotes the company issues and tracks them until either the quote is accepted or rejected or it expires. There are prebuilt adapters for EBS and Siebel as well as a universal adapter. The target audience includes pricing analysts, product managers, sales managers, and VP’s of sales, marketing, finance, and sales operations. It tracks how effective discounts have been, the win rate on quotes, how well pricing policies have been followed, customer and product profitability, and customer performance against commitments. It has the concept of price waterfall, the deal lifecycle, and price segmentation built into the product. These help product and sales managers understand their pricing and its effectiveness on driving revenue and profit. They also help understand how terms are adhered to during negotiations. They also help people understand what segments exist and how well they are adhered to. To help your company increase its profits and revenues, I urge you to look at this product. If you have questions, please contact me. Will HutchinsonMaster Principal Sales Consultant – Analytics, Oracle Corp. Will Hutchinson has worked in the business intelligence and data warehousing for over 25 years. He started building data warehouses in 1986 at Metaphor, advancing to running Metaphor UK’s sales consulting area. He also worked in A.T. Kearney’s business intelligence practice for over four years, running projects and providing training to new consultants in the IT practice. He also worked at Informatica and then Siebel, before coming to Oracle with the Siebel acquisition. He became Master Principal Sales Consultant in 2009. He has worked on developing ROI and TCO models for business intelligence for over ten years. Mr. Hutchinson has a BS degree in Chemical Engineering from Princeton University and an MBA in Finance from the University of Chicago.

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• Is Cloud Security Holding Back Social SaaS?

  - by Mike Stiles

  The true promise of social data co-mingling with enterprise data to influence and inform social marketing (all marketing really) lives in cloud computing. The cloud brings processing power, services, speed and cost savings the likes of which few organizations could ever put into action on their own. So why wouldn’t anyone jump into SaaS (Software as a Service) with both feet? Cloud security. Being concerned about security is proper and healthy. That just means you’re a responsible operator. Whether it’s protecting your customers’ data or trying to stay off the radar of regulatory agencies, you have plenty of reasons to make sure you’re as protected from hacking, theft and loss as you can possibly be. But you also have plenty of reasons to not let security concerns freeze you in your tracks, preventing you from innovating, moving the socially-enabled enterprise forward, and keeping up with competitors who may not be as skittish regarding SaaS technology adoption. Over half of organizations are transferring sensitive or confidential data to the cloud, an increase of 10% over last year. With the roles and responsibilities of CMO’s, CIO’s and other C’s changing, the first thing you should probably determine is who should take point on analyzing cloud software options, providers, and policies. An oft-quoted Ponemon Institute study found 36% of businesses don’t have a cloud security policy at all. So that’s as good a place to start as any. What applications and data are you comfortable housing in the cloud? Do you have a classification system for data that clearly spells out where data types can go and how they can be used? Who, both internally and at the cloud provider, will function as admins? What are the different levels of admin clearance? Will your security policies and procedures sync up with those of your cloud provider? The key is verifiable trust. Trust in cloud security is actually going up. 1/3 of organizations polled say it’s the cloud provider who should be responsible for data protection. And when you look specifically at SaaS providers, that expectation goes up to 60%. 57% “strongly agree” or “agree” there’s more confidence in cloud providers’ ability to protect data. In fact, some businesses bypass the “verifiable” part of verifiable trust. Just over half have no idea what their cloud provider does to protect data. And yet, according to the “Private Cloud Vision vs. Reality” InformationWeek Report, 82% of organizations say security/data privacy are one of the main reasons they’re still holding the public cloud at arm’s length. That’s going to be a tough position to maintain, because just as social is rapidly changing the face of marketing, big data is rapidly changing the face of enterprise IT. Netflix, who’s particularly big on the benefits of the cloud, says, "We're systematically disassembling the corporate IT components." An enterprise can never realize the full power of big data, nor get the full potential value out of it, if it’s unwilling to enable the integrations and dataset connections necessary in the cloud. Because integration is called for to reduce fragmentation, a standardized platform makes a lot of sense. With multiple components crafted to work together, you’re maximizing scalability, optimization, cost effectiveness, and yes security and identity management benefits. You can see how the incentive is there for cloud companies to develop and add ever-improving security features, making cloud computing an eventual far safer bet than traditional IT. @mikestilesPhoto: stock.xchng

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• your AdSense account poses a risk of generating invalid activity

  - by Karington

  i received a mail from the adsense team saying: I am not an adsense expert, im actually quite new to it. I spent a lot of time on my site http://www.media1.rs, its a news aggregator with tons of options. In the meantime i discovered the double click service that had a good option to turn on google ads when you don't have any other running so i joined up for google adsense with my company account. Everything went smooth until one day (21.Jul.2011) i got an email... Hello, After reviewing our records, we've determined that your AdSense account poses a risk of generating invalid activity. Because we have a responsibility to protect our AdWords advertisers from inflated costs due to invalid activity, we've found it necessary to disable your AdSense account. Your outstanding balance and Google's share of the revenue will both be fully refunded back to the affected advertisers. Please understand that we need to take such steps to maintain the effectiveness of Google's advertising system, particularly the advertiser-publisher relationship. We understand the inconvenience that this may cause you, and we thank you in advance for your understanding and cooperation. If you have any questions or concerns about the actions we've taken, how you can appeal this decision, or invalid activity in general, you can find more information by visiting http://www.google.com/adsense/support/bin/answer.py?answer=57153. Sincerely, The Google AdSense Team At first i didn't have any idea why... but then it came to me that it was maybe the auto refresh script we had because we publish news very very often and it would be useful for visitors... but i removed it immediately after i got the mail... Then i thought it might be my friends clicking thinking that that will help me (i didn't tell them to do it and don't know if they did) or something like that but than it couldn't be that because everyone can organize 10 people and get anyone who is a start-up banned? right? Anyway i filled out the form that was on the answers page with the previously removed script and got this from them: Hello, Thank you for your appeal. We appreciate the additional information you've provided, as well as your continued interest in the AdSense program. However, after thoroughly re-reviewing your account data and taking your feedback into consideration, our specialists have confirmed that we're unable to reinstate your AdSense account. As a reminder, if you have any questions or concerns about your account, the actions we've taken, or invalid activity in general, you can find more information by visiting http://www.google.com/adsense/support/bin/answer.py?answer=57153. I do understand them that they have to keep things secret in a way but i don't know what I'm supposed to do now? Is there a check list that i can go through and re-apply? Where do i re-apply on the same form? Please help as we are a small company and cant really have a budget for hiring a specialist + don't know any also... p.s. the current ads on the site are my own through doubleclick... Thanks in advance! Best, Karington

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• Capgemini Global Business Process Management Report

  - by JuergenKress

  Welcome to the Capgemini Global Business Process Management (BPM) Report. This report is an exploration of key trends in BPM as seen by CXOs across a broad selection of sectors and geographies. BPM is perhaps at a tipping point - it’s certainly at an exciting stage in its evolution. As both an engineer and an Operational Research practitioner in my early career, and subsequently as a consultant, I have seen BPM through its development over the last 26 years. BPM has its roots in management practices such as Total Quality Management, Business Process Reengineering & Model Based Development; but the advent of the new generation of sophisticated modelling and process execution technologies has greatly enhanced BPM’s power to truly transform businesses. This has created one of the most rapidly growing and attractive market sectors for both services and technology. We see BPM as a critical management discipline that when executed against clear, cross organizational business objectives, can deliver exceptional value to that organization. However, we also see that the potential for BPM is not well understood. Our decision to conduct this global survey stemmed from discussions with our clients. We sought to gain a better impression of their understanding of BPM, how they measure its value, and how far it is prioritized within their Business and Technology Transformation efforts. This research confirms our belief that BPM needs to be a jointly owned Business and IT discipline. It also demonstrates that it is starting to gain significant traction in the market and investments are starting to pay dividends to the early adopters. At Capgemini we are being asked by our clients to help them simplify and improve their business models and the technology that supports them and we are already seeing BPM become an integral and key part of this proposition. Business Process Management is becoming ever more relevant to both large and small organizations in the current economic climate. At a time when many different market sectors are facing slow revenue growth, customer churn and increased pressures on costs, BPM becomes a critical weapon in the battle for efficiency and effectiveness in processes. Furthermore, in a challenging and changing business environment that is characterized by uncertainty, it allows organizations to adapt, be more agile and fleet of foot. Capgemini is seeing strong demand for BPM services in markets such as the USA, the UK, the Netherlands and France; and there are clear signs of increased interest in other geographies such as, Germany, Sweden, Spain, Italy and Australia. In sector terms, the financial services industry has led the way in BPM adoption over the recent past, driven by increased focus on customer- centricity and regulatory compliance. Other sectors, public sector, utilities, telco, retail and manufacturing are now not only catching up, but are starting o use BPM in new ways to create new business models to serve customers and outsmart the competition. The research findings also show however that this is a complex landscape, and we are not seeing adoption of BPM in a clear and consistent way. This report also looks at some of the barriers to adoption, with organizational silos being a major obstacle. Waters are further muddied by fragmented budgets, lack of clear governance and ownership and internal politics. The objective of our investment in this research project was to shed some light on these elements with a view to assisting organizations to create strategies that avoid or at least mitigate some of these barriers to success. Management of change in such endea vours is a key part in enabling the appropriate alignment of business and technology to support their transformation efforts. I hope that you find this report of benefit in the further adoption of Business Process Management. Get the full report here. SOA & BPM Partner Community For regular information on Oracle SOA Suite become a member in the SOA & BPM Partner Community for registration please visit www.oracle.com/goto/emea/soa (OPN account required) If you need support with your account please contact the Oracle Partner Business Center. Blog Twitter LinkedIn Facebook Wiki Technorati Tags: Capgemini,bpm report,bpm market,SOA Community,Oracle SOA,Oracle BPM,Community,OPN,Jürgen Kress

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• Proving What You are Worth

  - by Ted Henson

  Here is a challenge for everyone. Just about everyone has been asked to provide or calculate the Return on Investment (ROI), so I will assume everyone has a method they use. The problem with stopping once you have an ROI is that those in the C-Suite probably do not care about the ROI as much as Return on Equity (ROE). Shareholders are mostly concerned with their return on the money the invested. Warren Buffett looks at ROE when deciding whether to make a deal or not. This article will outline how you can add more meaning to your ROI and show how you can potentially enhance the ROE of the company.   First I want to start with a base definition I am using for ROI and ROE. Return on investment (ROI) and return on equity (ROE) are ways to measure management effectiveness, parts of a system of measures that also includes profit margins for profitability, price-to-earnings ratio for valuation, and various debt-to-equity ratios for financial strength. Without a set of evaluation metrics, a company's financial performance cannot be fully examined by investors. ROI and ROE calculate the rate of return on a specific investment and the equity capital respectively, assessing how efficient financial resources have been used. Typically, the best way to improve financial efficiency is to reduce production cost, so that will be the focus. Now that the challenge has been made and items have been defined, let’s go deeper. Most research about implementation stops short at system start-up and seldom addresses post-implementation issues. However, we know implementation is a continuous improvement effort, and continued efforts after system start-up will influence the ultimate success of a system.   Most UPK ROI’s I have seen only include the cost savings in developing the training material. Some will also include savings based on reduced Help Desk calls. Using just those values you get a good ROI. To get an ROE you need to go a little deeper. Typically, the best way to improve financial efficiency is to reduce production cost, which is the purpose of implementing/upgrading an enterprise application. Let’s assume the new system is up and running and all users have been properly trained and are comfortable using the system. You provide senior management with your ROI that justifies the original cost. What you want to do now is develop a good base value to a measure the current efficiency. Using usage tracking you can look for various patterns. For example, you may find that users that are accessing UPK assistance are processing a procedure, such as entering an order, 5 minutes faster than those that don’t.  You do some research and discover each minute saved in processing a claim saves the company one dollar. That translates to the company saving five dollars on every transaction. Assuming 100,000 transactions are performed a year, and all users improve their performance, the company will be saving $500,000 a year. That $500,000 can be re-invested, used to reduce debt or paid to the shareholders.   With continued refinement during the life cycle, you should be able to find ways to reduce cost. These are the type of numbers and productivity gains that senior management and shareholders want to see. Being able to quantify savings and increase productivity may also help when seeking a raise or promotion.

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• Application Logging needs work

  Application Logging Application logging is the act of logging events that occur within an application much like how a court report documents what happens in court case. Application logs can be useful for several reasons, but the most common use for logs is to recreate steps to find the root cause of applications errors. Other uses can include the detection of Fraud, verification of user activity, or provide audits on user/data interactions. “Logs can contain different kinds of data. The selection of the data used is normally affected by the motivation leading to the logging. “ (OWASP, 2009) OWASP also stats that logging include applicable debugging information like the event date time, responsible process, and a description of the event. “There are many reasons why a logging system is a necessary part of delivering a distributed application. One of the most important is the ability to track exactly how many users are using the application during different time periods.” (Hatton, 2000) Hatton also states that application logging helps system designers determine whether parts of an application aren't being used as designed. He implies that low usage can be used to identify if users like or do not like aspects of a system based on user usage of the application. This enables application designers to extract why users don't like aspects of an application so that changes can be made to increase its usefulness and effectiveness. “Logging memory usage can also assist you in tuning up the internals of your application. If you're experiencing a randomly occurring problem, being able to match activities performed with the memory status at the time may enable you to discover the cause of the problem. It also gives you a good indication of the health of the distributed server machine at the time any activity is performed. “ (Hatton, 2000) Commonly Logged Application Events (Defined by OWASP) Access of Data Creation of Data Modification of Data in any form Administrative Functions  Configuration Changes Debugging Information(Application Events)  Authorization Attempts  Data Deletion Network Communication  Authentication Events  Errors/Exceptions Application Error Logging The functionality associated with application error logging is actually the combination of proper error handling and applications logging.  If we look back at Figure 4 and Figure 5, these code examples allow developers to handle various types of errors that occur within the life cycle of an application’s execution. Application logging can be applied within the Catch section of the TryCatch statement allowing for the errors to be logged when they occur. By placing the logging within the Catch section specific error details can be accessed that help identify the source of the error, the path to the error, what caused the error and definition of the error that occurred. This can then be logged and reviewed at a later date in order recreate the error that was received based data found in the application log. By allowing applications to log errors developers IT staff can use them to recreate errors that are encountered by end-users or other dependent systems.

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• WebLogic How-to Videos: Install, Upgrade, & Patch

  - by Ruma Sanyal

  Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Here is another great YouTube video by our product manager Monica Riccelli. She talks about installers now being standardized in Oracle for greater consistency -- no more WebLogic native installers. Also, JDK is no longer a part of the WebLogic install. The various installers she discusses include OUI, ZIP, OEPE, Coherence and more. Monica then takes us through a step by step install process. After the install process is complete the video takes us through the configuration wizard. The ZIP installer is then discussed and its effectiveness, such as it being the smallest downloadable option, easy, and very popular with our customers and limitations (such as for development only and not to be used in production) highlighted. Monica then takes us through the configuration wizard, its usage, and when to use WLST scripts. The video then discusses NodeManager and its usage and discusses how to reconfigure a WebLogic domain on upgrade – through our GUI tools or through command line interface. Lastly, it highlights Opatch – a patch application tool used by our customers and standardized across all Oracle products. Really detailed video. Check it out!  /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}

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• MySQL Full-Text Search Across Multiple Tables - Quick/Long Solution?

  - by Kerry

  Hello all, I have been doing a bit of research on full-text searches as we realized a series of LIKE statements are terrible. My first find was MySQL full-text searches. I tried to implement this and it worked on one table, failed when I was trying to join multiple tables, and so I consulted stackoverflow's articles (look at the end for a list of the ones I've been to) I didn't see anything that clearly answered my questions. I'm trying to get this done literally in an hour or two (quick solution) but I also want to do a better long term solution. Here is my query: SELECT a.`product_id`, a.`name`, a.`slug`, a.`description`, b.`list_price`, b.`price`, c.`image`, c.`swatch`, e.`name` AS industry FROM `products` AS a LEFT JOIN `website_products` AS b ON (a.`product_id` = b.`product_id`) LEFT JOIN ( SELECT `product_id`, `image`, `swatch` FROM `product_images` WHERE `sequence` = 0) AS c ON (a.`product_id` = c.`product_id`) LEFT JOIN `brands` AS d ON (a.`brand_id` = d.`brand_id`) INNER JOIN `industries` AS e ON (a.`industry_id` = e.`industry_id`) WHERE b.`website_id` = 96 AND b.`status` = 1 AND b.`active` = 1 AND MATCH( a.`name`, a.`sku`, a.`description`, d.`name` ) AGAINST ( 'ashley sofa' ) GROUP BY a.`product_id` ORDER BY b.`sequence` LIMIT 0, 9 The error I get is: Incorrect arguments to MATCH If I remove d.name from the MATCH statement it works. I have a full-text index on that column. I saw one of the articles say to use an OR MATCH for this table, but won't that lose the effectiveness of being able to rank them together or match them properly? Other places said to use UNIONs but I don't know how to do that properly. Any advice would be greatly appreciated. In the idea of a long term solution it seems that either Sphinx or Lucene is best. Now by no means and I a MySQL guru, and I heard that Lucene is a bit more complicated to setup, any recommendations or directions would be great. Articles: http://stackoverflow.com/questions/1117005/mysql-full-text-search-across-multiple-tables http://stackoverflow.com/questions/668371/mysql-fulltext-search-across-1-table http://stackoverflow.com/questions/2378366/mysql-how-to-make-multiple-table-fulltext-search http://stackoverflow.com/questions/737275/pros-cons-of-full-text-search-engine-lucene-sphinx-postgresql-full-text-searc http://stackoverflow.com/questions/1059253/searching-across-multiple-tables-best-practices

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• Is it practical to program with your feet?

  - by bmm

  Has anyone tried using foot pedals in addition to the traditional keyboard and mouse combo to improve your effectiveness in the editor? Any actual experiences out there? Does it work, or is it just for carpal tunnel relief? I found one blog entry from a programmer who actually tried it: So now I can type using my feet for most of the modifier keys. I am using the pedals as I type this. I am still getting used to them, but the burning in my left wrist has definitely reduced. I think I can also type a little faster, but I am too lazy to do the speed tests with and without the pedals to verify this. On the negative side: Working out where to put your feet when you aren’t typing can be a little awkward. The pedals tend to move around the carpet, despite being metal and quite heavy. Some small spikes might have helped. Although the travel on the pedals is small, they are surprisingly stiff. Another programmer's experience: Anybody with hand pain must get foot pedals, since they can remove a tremendous load from your hands. I have two foot pedals, and use one for the SHIFT key, and the other for the CONTROL key. (I still type META by hand.) I have found that in the process of using the Emacs text editor to compose computer programs, I tend to use the SHIFT, CONTROL and META keys constantly, and it is easy to remove most of this load from one's hands. Some foot switch products: Savant Elite Triple Foot Switch FragPedal Bilbo Step On It!

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• File Storage for Web Applications: Filesystem vs DB vs NoSQL engines

  - by El Yobo

  I have a web application that stores a lot of user generated files. Currently these are all stored on the server filesystem, which has several downsides for me. When we move "folders" (as defined by our application) we also have to move the files on disk (although this is more due to strange design decisions on the part of the original developers than a requirement of storing things on the filesystem). It's hard to write tests for file system actions; I have a mock filesystem class that logs actions like move, delete etc, without performing them, which more or less does the job, but I don't have 100% confidence in the tests. I will be adding some other jobs which need to access the files from other service to perform additional tasks (e.g. indexing in Solr, generating thumbnails, movie format conversion), so I need to get at the files remotely. Doing this over network shares seems dodgy... Dealing with permissions on the filesystem as sometimes given us problems in the past, although now that we've moved to a pure Linux environment this should be less of an issue. What are the downsides of storing files as BLOBs in MySQL? I guess that it would massively increase the database size and reduce the effectiveness of caches, but are there other problems? Do the same problems exist with NoSQL systems like Cassandra? Does anyone have any other suggestions that might be appropriate?

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• Vehicle License Plate Detection

  - by Ash

  Hey all Basically for my final project at university, I'm developing a vehicle license plate detection application. Now I consider myself an intermediate programmer, however my mathematics knowledge lacks anything above secondary school, therefore producing detection formulae is basically impossible. I've spend a good amount of time looking up academic papers such as: http://www.scribd.com/doc/266575/Detecting-Vehicle-License-Plates-in-Images http://www.cic.unb.br/~mylene/PI_2010_2/ICIP10/pdfs/0003945.pdf http://www.eurasip.org/Proceedings/Eusipco/Eusipco2007/Papers/d3l-b05.pdf When it comes to the maths, I'm lost. Due to this testing various graphic images proved productive, for example: to However this approach is only catered to that particular image, and if the techniques were applied to different images, I'm sure a different, most likely poorer conversion would occur. I've read about a formula called the bottom hat morphology transform, which according to the first does the following: "Basically, the trans- formation keeps all the dark details of the picture, and eliminates everything else (including bigger dark regions and light regions)." Sadly I can't find much information on this, however the image within the documentation near the end of the report shows it's effectiveness. I'm aware this is complicated and vast, I'd just appreciate a little advice, even in terms of what transformation techniques I should focus on developing, or algorithm regarding edge detection or pixel detection. Few things I need to add Developing in C Sharp Confining the project to UK registration plates only I can basically choose the images to convert as a demonstration Thanks

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• What makes an effective UI for displaying versioning of structured hierarchical data

  - by Fadrian Sudaman

  Traditional version control system are displaying versioning information by grouping Projects-Folders-Files with Tree view on the left and details view on the right, then you will click on each item to look at revision history for that configuration history. Assuming that I have all the historical versioning information available for a project from Object-oriented model perspective (e.g. classes - methods - parameters and etc), what do you think will be the most effective way to present such information in UI so that you can easily navigate and access the snapshot view of the project and also the historical versioning information? Put yourself in the position that you are using a tool like this everyday in your job like you are currently using SVN, SS, Perforce or any VCS system, what will contribute to the usability, productivity and effectiveness of the tool. I personally find the classical way for display folders and files like above are very restrictive and less effective for displaying deep nested logical models. Assuming that this is a greenfield project and not restricted by specific technology, how do you think I should best approach this? I am looking for idea and input here to add values to my research project. Feel free to make any suggestions that you think is valuable. Thanks again for anyone that shares their thoughts.

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• complex regular expression task

  - by Don Don

  Hi, What regular expressions do I need to extract section title(s) in a text file? So, in the following sample text, I'd like to extract "Communication and Leadership" "1.Self-Knowledge" "2. Humility" "(3) Clear Thinking". Many thanks. Communication and Leadership True leaders understand that, rather than forcing their followers into a preconceived mold, their job is to motivate and organize followers to collectively accomplish goals that are in everyone's interests. The ability to communicate this to co-workers and followers is critical to the effectiveness of leadership. 1.Self-Knowledge Superior leaders are able to devote their skills and energies to leadership of a group because they have worked through personal issues to the point where they know themselves thoroughly. A high level of self-knowledge is a prerequisite to effective communication skills, because the things that you communicate as a leader are coming from within. 2. Humility This subversion of personal preference requires a certain level of humility. Although popular definitions of leaders do not always see them as humble, the most effective leaders actually are. This humility may not be expressed in self-effacement, but in a total commitment to the goals of the organization. Humility requires an understanding of one's own relative unimportance in comparison to larger systems. (3) Clear Thinking Clarity of thinking translates into clarity of communication. A leader whose goals or personal analysis is muddled will tend to deliver unclear or ambiguous directions to followers, leading to confusion and dissatisfaction. A leader with a clear mind who is not ambivalent about her purposes will communicate what needs to be done in a s traightforward and unmistakable manner.

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• If You Could Cut Your Meeting Times in ½ Would You?

  - by Brian Dayton

                  I know it sounds like a big promise. And what I'm thinking about may not cut a :60 minute meeting into :30 minutes, but it could make meetings and interactions up to 2X more productive. How? Social Media for the Enterprise, Not Social Media In the Enterprise Bear with me. I'm not talking about whether or not workers should or shouldn't have access to Facebook on corporate networks. That topic has been discussed @ length. I'm also not talking about the direct benefits of Social Networking tools like Presence (the ability to see someone online and ask a question in real-time), blogs, RSS feeds or external tools like Twitter. The Un-Measurable Benefits Would you do something that you believe will have a positive effect--but can't be measured? It's impossible to quantify the effectiveness of a meeting. However, what I am talking about would be more of a byproduct of all of the social networking tools above. Here's the hypothesis: As I've gotten more and more busy with work, family, travel and kids--and the same has happened to my friends and family--I'm less and less connected. But by introducing Facebook to my life I've not only made connections with longtime friends whom I haven't spoken to in years--but I've increased the pace and quality of interactions, on and offline, with close friends who I see and speak to every week. In some cases it even enhances the connections and interactions with those I see or speak to every day. The same holds true in an organization. Especially a larger one with highly matrixed organizational structures. You work with people on a project, new people come in with each different project and a disproportionate amount of time is spent getting oriented and staying current. Going back to the initial value proposition--making meetings shorter/more effective--a large amount of time is spent: -          At Project Kick-off: Meeting and understanding team member's histories, goals & roles -          Ongoing: Summarizing events since the last meeting or update email In my personal, Facebook life today I know that: -          My best friend from college - has been stranded in India for 5 days because of the volcano in Iceland and is now only 250 miles from home -          One of my co-workers started conference calls at 6:30 this morning -          My wife wasn't terribly pleased with my painting skills in our new bathroom (disclosure: she told me this face to face too) Strengthening Weak Links A recent article in CIO Magazine, Three Dangerous Social Media Misconceptions (Kristen Burnham, March 12, 2010) calls out the #1 misconception as follows: 1. "Face-to-face relationships are far more valuable than virtual ones." While some level of physical interaction will always add value to relationships, Gartner says that come 2020, most relationships and teams will be based on "weak links"--that is, you may not have personally met a contact, but you'll know of or may have interacted with him via social sites like Facebook, LinkedIn and Twitter. The sooner your enterprise adopts these tools, the sooner your employees will learn them, and the sooner you'll begin to cultivate these relationships-of-the-future.   I personally believe that it's not an either/or choice between face-to-face and virtual interactions. In fact, I'll be as bold as saying it doesn't matter. I can point to two extremely valuable work relationships that I've had over the past 5 years: -          I shared an office with one of them -          I met the other person, face-to-face, only once Both relationships were very productive. The dynamics were similar. The communication tactics differed immensely. What does matter is the quality, frequency and relevance of interactions. Still sound like too much? An over-promise? Stay tuned for my next post The Gap Between Facebook and LinkedIn. I'll also connect some of the dots with where Oracle Applications and technologies are headed.        

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• What’s Your Tax Strategy? Automate the Tax Transfer Pricing Process!

  - by tobyehatch

  Does your business operate in multiple countries? Well, whether you like it or not, many local and international tax authorities inspect your tax strategy.  Legal, effective tax planning is perceived as a “moral” issue. CEOs are being asked to testify on their process of tax transfer pricing between multinational legal entities.  Marc Seewald, Senior Director of Product Management for EPM Applications specializing in all tax subjects and Product Manager for Oracle Hyperion Tax Provisioning, and Bart Stoehr, Senior Director of Product Strategy for Oracle Hyperion Profitability and Cost Management joined me for a discussion/podcast on this interesting subject.  So what exactly is “tax transfer pricing”? Marc defined it this way. “Tax transfer pricing is a profit allocation methodology required to be used by multinational corporations. Specifically, the ultimate goal of the transfer pricing is to ensure that the global multinational pays their fair share of income tax in each of their local markets. Specifically, it prevents companies from unfairly moving profit from ‘high tax’ countries to ‘low tax’ countries.” According to Marc, in today’s global economy, profitability can be significantly impacted by goods and services exchanged between the related divisions within a single multinational company.  To ensure that these cost allocations are done fairly, there are rules that govern the process. These rules ensure that intercompany allocations fairly represent the actual nature of the businesses activity- as if two divisions were unrelated - and provide a clear audit trail of how the costs have been allocated to prove that allocations fall within reasonable ranges.  What are the repercussions of improper tax transfer pricing? How important is it? Tax transfer pricing allocations can materially impact the amount of overall corporate income taxes paid by a company worldwide, in some cases by hundreds of millions of dollars!  Since so much tax revenue is at stake, revenue agencies like the IRS, and international regulatory bodies like the Organization for Economic Cooperation and Development (OECD) are pushing to reform and clarify reporting for tax transfer pricing. Most recently the OECD announced an “Action Plan for Base Erosion and Profit Shifting”. As Marc explained, the times are changing and companies need to be responsive to this issue. “It feels like every other week there is another company being accused of avoiding taxes,” said Marc. Most recently, Caterpillar was accused of avoiding billions of dollars in taxes. In the last couple of years, Apple, GE, Ikea, and Starbucks, have all been accused of tax avoidance. It’s imperative that companies like these have a clear and auditable tax transfer process that enables them to justify tax transfer pricing allocations and avoid steep penalties and bad publicity. Transparency and efficiency are what is needed when it comes to the tax transfer pricing process. Bart explained that tax transfer pricing is driving a deeper inspection of profit recognition specifically focused on the tax element of profit.  However, allocations needed to support tax profitability are nearly identical in process to allocations taking place in other parts of the finance organization. For example, the methods and processes necessary to arrive at tax profitability by legal entity are no different than those used to arrive at fully loaded profitability for a product line. In fact, there is a great opportunity for alignment across these two different functions.So it seems that tax transfer pricing should be reflected in profitability in general. Bart agreed and told us more about some of the critical sub-processes of an overall tax transfer pricing process within the Oracle solution for tax transfer pricing.  “First, there is a ton of data preparation, enrichment and pre-allocation data analysis that is managed in the Oracle Hyperion solution. This serves as the “data staging” to the next, critical sub-processes.  From here, we leverage the Oracle EPM platform’s ability to re-use dimensions and legal entity driver data and financial data with Oracle Hyperion Profitability and Cost Management (HPCM).  Within HPCM, we manage the driver data, define the legal entity to legal entity allocation rules (like cost plus), and have the option to test out multiple, simultaneous tax transfer pricing what-if scenarios.  Once processed, a tax expert can evaluate the effectiveness of any one scenario result versus another via a variance analysis configured with HPCM’s pre-packaged reporting capability known as Oracle Hyperion SmartView for Office.”   Further, Bart explained that the ability to visibly demonstrate how a cost or revenue has been allocated is really helpful and auditable.  “HPCM’s Traceability Maps are that visual representation of all allocation flows that have been executed and is the tax transfer analyst’s best friend in maintaining clear documentation for tax transfer pricing audits. Simply click and drill as you inspect the chain of allocation definitions and results. Once final, the post-allocated tax data can be compared to the GL to create invoices and journal entries for posting to your GL system of choice.  Of course, there is a framework for overall governance of the journal entries, allocation percentages, and reporting to include necessary approvals.” Lastly, Marc explained that the key value in using the Oracle Hyperion solution for tax transfer pricing is that it keeps everything in alignment in one single place. Specifically, Oracle Hyperion effectively becomes the single book of record for the GAAP, management, and the tax set of books. There are many benefits to having one source of the truth. These include EFFICIENCY, CONTROLS and TRANSPARENCY.So, what’s your tax strategy? Why not automate the tax transfer pricing process!To listen to the entire podcast, click here.To learn more about Oracle Hyperion Profitability and Cost Management (HPCM), click here.

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• Oracle Enterprise Data Quality: Ever Integration-ready

  - by Mala Narasimharajan

  It is closing in on a year now since Oracle’s acquisition of Datanomic, and the addition of Oracle Enterprise Data Quality (EDQ) to the Oracle software family. The big move has caused some big shifts in emphasis and some very encouraging excitement from the field.  To give an illustration, combined with a shameless promotion of how EDQ can help to give quick insights into your data, I did a quick Phrase Profile of the subject field of emails to the Global EDQ mailing list since it was set up last September. The results revealed a very clear theme:   Integration, Integration, Integration! As well as the important Siebel and Oracle Data Integrator (ODI) integrations, we have been asked about integration with a huge variety of Oracle applications, including EBS, Peoplesoft, CRM on Demand, Fusion, DRM, Endeca, RightNow, and more - and we have not stood still! While it would not have been possible to develop specific pre-integrations with all of the above within a year, we have developed a package of feature-rich out-of-the-box web services and batch processes that can be plugged into any application or middleware technology with ease. And with Siebel, they work out of the box. Oracle Enterprise Data Quality version 9.0.4 includes the Customer Data Services (CDS) pack – a ready set of standard processes with standard interfaces, to provide integrated: Address verification and cleansing  Individual matching Organization matching The services can are suitable for either Batch or Real-Time processing, and are enabled for international data, with simple configuration options driving the set of locale-specific dictionaries that are used. For example, large dictionaries are provided to support international name transcription and variant matching, including highly specialized handling for Arabic, Japanese, Chinese and Korean data. In total across all locales, CDS includes well over a million dictionary entries.   Excerpt from EDQ’s CDS Individual Name Standardization Dictionary CDS has been developed to replace the OEM of Informatica Identity Resolution (IIR) for attached Data Quality on the Oracle price list, but does this in a way that creates a ‘best of both worlds’ situation for customers, who can harness not only the out-of-the-box functionality of pre-packaged matching and standardization services, but also the flexibility of OEDQ if they want to customize the interfaces or the process logic, without having to learn more than one product. From a competitive point of view, we believe this stands us in good stead against our key competitors, including Informatica, who have separate ‘Identity Resolution’ and general DQ products, and IBM, who provide limited out-of-the-box capabilities (with a steep learning curve) in both their QualityStage data quality and Initiate matching products. Here is a brief guide to the main services provided in the pack: Address Verification and Standardization EDQ’s CDS Address Cleaning Process The Address Verification and Standardization service uses EDQ Address Verification (an OEM of Loqate software) to verify and clean addresses in either real-time or batch. The Address Verification processor is wrapped in an EDQ process – this adds significant capabilities over calling the underlying Address Verification API directly, specifically: Country-specific thresholds to determine when to accept the verification result (and therefore to change the input address) based on the confidence level of the API Optimization of address verification by pre-standardizing data where required Formatting of output addresses into the input address fields normally used by applications Adding descriptions of the address verification and geocoding return codes The process can then be used to provide real-time and batch address cleansing in any application; such as a simple web page calling address cleaning and geocoding as part of a check on individual data.     Duplicate Prevention Unlike Informatica Identity Resolution (IIR), EDQ uses stateless services for duplicate prevention to avoid issues caused by complex replication and synchronization of large volume customer data. When a record is added or updated in an application, the EDQ Cluster Key Generation service is called, and returns a number of key values. These are used to select other records (‘candidates’) that may match in the application data (which has been pre-seeded with keys using the same service). The ‘driving record’ (the new or updated record) is then presented along with all selected candidates to the EDQ Matching Service, which decides which of the candidates are a good match with the driving record, and scores them according to the strength of match. In this model, complex multi-locale EDQ techniques can be used to generate the keys and ensure that the right balance between performance and matching effectiveness is maintained, while ensuring that the application retains control of data integrity and transactional commits. The process is explained below: EDQ Duplicate Prevention Architecture Note that where the integration is with a hub, there may be an additional call to the Cluster Key Generation service if the master record has changed due to merges with other records (and therefore needs to have new key values generated before commit). Batch Matching In order to allow customers to use different match rules in batch to real-time, separate matching templates are provided for batch matching. For example, some customers want to minimize intervention in key user flows (such as adding new customers) in front end applications, but to conduct a more exhaustive match on a regular basis in the back office. The batch matching jobs are also used when migrating data between systems, and in this case normally a more precise (and automated) type of matching is required, in order to minimize the review work performed by Data Stewards.  In batch matching, data is captured into EDQ using its standard interfaces, and records are standardized, clustered and matched in an EDQ job before matches are written out. As with all EDQ jobs, batch matching may be called from Oracle Data Integrator (ODI) if required. When working with Siebel CRM (or master data in Siebel UCM), Siebel’s Data Quality Manager is used to instigate batch jobs, and a shared staging database is used to write records for matching and to consume match results. The CDS batch matching processes automatically adjust to Siebel’s ‘Full Match’ (match all records against each other) and ‘Incremental Match’ (match a subset of records against all of their selected candidates) modes. The Future The Customer Data Services Pack is an important part of the Oracle strategy for EDQ, offering a clear path to making Data Quality Assurance an integral part of enterprise applications, and providing a strong value proposition for adopting EDQ. We are planning various additions and improvements, including: An out-of-the-box Data Quality Dashboard Even more comprehensive international data handling Address search (suggesting multiple results) Integrated address matching The EDQ Customer Data Services Pack is part of the Enterprise Data Quality Media Pack, available for download at http://www.oracle.com/technetwork/middleware/oedq/downloads/index.html.

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• World Record Oracle Business Intelligence Benchmark on SPARC T4-4

  - by Brian

  Oracle's SPARC T4-4 server configured with four SPARC T4 3.0 GHz processors delivered the first and best performance of 25,000 concurrent users on Oracle Business Intelligence Enterprise Edition (BI EE) 11g benchmark using Oracle Database 11g Release 2 running on Oracle Solaris 10. A SPARC T4-4 server running Oracle Business Intelligence Enterprise Edition 11g achieved 25,000 concurrent users with an average response time of 0.36 seconds with Oracle BI server cache set to ON. The benchmark data clearly shows that the underlying hardware, SPARC T4 server, and the Oracle BI EE 11g (11.1.1.6.0 64-bit) platform scales within a single system supporting 25,000 concurrent users while executing 415 transactions/sec. The benchmark demonstrated the scalability of Oracle Business Intelligence Enterprise Edition 11g 11.1.1.6.0, which was deployed in a vertical scale-out fashion on a single SPARC T4-4 server. Oracle Internet Directory configured on SPARC T4 server provided authentication for the 25,000 Oracle BI EE users with sub-second response time. A SPARC T4-4 with internal Solid State Drive (SSD) using the ZFS file system showed significant I/O performance improvement over traditional disk for the Web Catalog activity. In addition, ZFS helped get past the UFS limitation of 32767 sub-directories in a Web Catalog directory. The multi-threaded 64-bit Oracle Business Intelligence Enterprise Edition 11g and SPARC T4-4 server proved to be a successful combination by providing sub-second response times for the end user transactions, consuming only half of the available CPU resources at 25,000 concurrent users, leaving plenty of head room for increased load. The Oracle Business Intelligence on SPARC T4-4 server benchmark results demonstrate that comprehensive BI functionality built on a unified infrastructure with a unified business model yields best-in-class scalability, reliability and performance. Oracle BI EE 11g is a newer version of Business Intelligence Suite with richer and superior functionality. Results produced with Oracle BI EE 11g benchmark are not comparable to results with Oracle BI EE 10g benchmark. Oracle BI EE 11g is a more difficult benchmark to run, exercising more features of Oracle BI. Performance Landscape Results for the Oracle BI EE 11g version of the benchmark. Results are not comparable to the Oracle BI EE 10g version of the benchmark. Oracle BI EE 11g Benchmark System Number of Users Response Time (sec) 1 x SPARC T4-4 (4 x SPARC T4 3.0 GHz) 25,000 0.36 Results for the Oracle BI EE 10g version of the benchmark. Results are not comparable to the Oracle BI EE 11g version of the benchmark. Oracle BI EE 10g Benchmark System Number of Users 2 x SPARC T5440 (4 x SPARC T2+ 1.6 GHz) 50,000 1 x SPARC T5440 (4 x SPARC T2+ 1.6 GHz) 28,000 Configuration Summary Hardware Configuration: SPARC T4-4 server 4 x SPARC T4-4 processors, 3.0 GHz 128 GB memory 4 x 300 GB internal SSD Storage Configuration: "> Sun ZFS Storage 7120 16 x 146 GB disks Software Configuration: Oracle Solaris 10 8/11 Oracle Solaris Studio 12.1 Oracle Business Intelligence Enterprise Edition 11g (11.1.1.6.0) Oracle WebLogic Server 10.3.5 Oracle Internet Directory 11.1.1.6.0 Oracle Database 11g Release 2 Benchmark Description Oracle Business Intelligence Enterprise Edition (Oracle BI EE) delivers a robust set of reporting, ad-hoc query and analysis, OLAP, dashboard, and scorecard functionality with a rich end-user experience that includes visualization, collaboration, and more. The Oracle BI EE benchmark test used five different business user roles - Marketing Executive, Sales Representative, Sales Manager, Sales Vice-President, and Service Manager. These roles included a maximum of 5 different pre-built dashboards. Each dashboard page had an average of 5 reports in the form of a mix of charts, tables and pivot tables, returning anywhere from 50 rows to approximately 500 rows of aggregated data. The test scenario also included drill-down into multiple levels from a table or chart within a dashboard. The benchmark test scenario uses a typical business user sequence of dashboard navigation, report viewing, and drill down. For example, a Service Manager logs into the system and navigates to his own set of dashboards using Service Manager. The BI user selects the Service Effectiveness dashboard, which shows him four distinct reports, Service Request Trend, First Time Fix Rate, Activity Problem Areas, and Cost Per Completed Service Call spanning 2002 to 2005. The user then proceeds to view the Customer Satisfaction dashboard, which also contains a set of 4 related reports, drills down on some of the reports to see the detail data. The BI user continues to view more dashboards – Customer Satisfaction and Service Request Overview, for example. After navigating through those dashboards, the user logs out of the application. The benchmark test is executed against a full production version of the Oracle Business Intelligence 11g Applications with a fully populated underlying database schema. The business processes in the test scenario closely represent a real world customer scenario. See Also SPARC T4-4 Server oracle.com OTN Oracle Business Intelligence oracle.com OTN Oracle Database 11g Release 2 Enterprise Edition oracle.com OTN WebLogic Suite oracle.com OTN Oracle Solaris oracle.com OTN Disclosure Statement Copyright 2012, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Results as of 30 September 2012.

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• Measuring Usability with Common Industry Format (CIF) Usability Tests

  - by Applications User Experience

  Sean Rice, Manager, Applications User Experience A User-centered Research and Design Process The Oracle Fusion Applications user experience was five years in the making. The development of this suite included an extensive and comprehensive user experience design process: ethnographic research, low-fidelity workflow prototyping, high fidelity user interface (UI) prototyping, iterative formative usability testing, development feedback and iteration, and sales and customer evaluation throughout the design cycle. However, this process does not stop when our products are released. We conduct summative usability testing using the ISO 25062 Common Industry Format (CIF) for usability test reports as an organizational framework. CIF tests allow us to measure the overall usability of our released products.  These studies provide benchmarks that allow for comparisons of a specific product release against previous versions of our product and against other products in the marketplace. What Is a CIF Usability Test? CIF refers to the internationally standardized method for reporting usability test findings used by the software industry. The CIF is based on a formal, lab-based test that is used to benchmark the usability of a product in terms of human performance and subjective data. The CIF was developed and is endorsed by more than 375 software customer and vendor organizations led by the National Institute for Standards and Technology (NIST), a US government entity. NIST sponsored the CIF through the American National Standards Institute (ANSI) and International Organization for Standardization (ISO) standards-making processes. Oracle played a key role in developing the CIF. The CIF report format and metrics are consistent with the ISO 9241-11 definition of usability: “The extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use.” Our goal in conducting CIF tests is to measure performance and satisfaction of a representative sample of users on a set of core tasks and to help predict how usable a product will be with the larger population of customers. Why Do We Perform CIF Testing? The overarching purpose of the CIF for usability test reports is to promote incorporation of usability as part of the procurement decision-making process for interactive products. CIF provides a common format for vendors to report the methods and results of usability tests to customer organizations, and enables customers to compare the usability of our software to that of other suppliers. CIF also enables us to compare our current software with previous versions of our software. CIF Testing for Fusion Applications Oracle Fusion Applications comprises more than 100 modules in seven different product families. These modules encompass more than 400 task flows and 400 user roles. Due to resource constraints, we cannot perform comprehensive CIF testing across the entire product suite. Therefore, we had to develop meaningful inclusion criteria and work with other stakeholders across the applications development organization to prioritize product areas for testing. Ultimately, we want to test the product areas for which customers might be most interested in seeing CIF data. We also want to build credibility with customers; we need to be able to make the case to current and prospective customers that the product areas tested are representative of the product suite as a whole. Our goal is to test the top use cases for each product. The primary activity in the scoping process was to work with the individual product teams to identify the key products and business process task flows in each product to test. We prioritized these products and flows through a series of negotiations among the user experience managers, product strategy, and product management directors for each of the primary product families within the Oracle Fusion Applications suite (Human Capital Management, Supply Chain Management, Customer Relationship Management, Financials, Projects, and Procurement). The end result of the scoping exercise was a list of 47 proposed CIF tests for the Fusion Applications product suite.  Figure 1. A participant completes tasks during a usability test in Oracle’s Usability Labs Fusion Supplier Portal CIF Test The first Fusion CIF test was completed on the Supplier Portal application in July of 2011.  Fusion Supplier Portal is part of an integrated suite of Procurement applications that helps supplier companies manage orders, schedules, shipments, invoices, negotiations and payments. The user roles targeted for the usability study were Supplier Account Receivables Specialists and Supplier Sales Representatives, including both experienced and inexperienced users across a wide demographic range.  The test specifically focused on the following functionality and features: Manage payments – view payments Manage invoices – view invoice status and create invoices Manage account information – create new contact, review bank account information Manage agreements – find and view agreement, upload agreement lines, confirm status of agreement lines upload Manage purchase orders (PO) – view history of PO, request change to PO, find orders Manage negotiations – respond to request for a quote, check the status of a negotiation response These product areas were selected to represent the most important subset of features and functionality of the flow, in terms of frequency and criticality of use by customers. A total of 20 users participated in the usability study. The results of the Supplier Portal evaluation were favorable and exceeded our expectations. Figure 2. Fusion Supplier Portal Next Studies We plan to conduct two Fusion CIF usability studies per product family over the next nine months. The next product to be tested will be Self-service Procurement. End users are currently being recruited to participate in this usability study, and the test sessions are scheduled to begin during the last week of November.

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