Informatica Procurement Documentation...Informatica Procurement, Version 8.0 3 Success Factors of...

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Informatica ProcurementVersion 8.0 (English)

This document contains Confidential, Proprietary and Trade Secret Information (“Confidential Information”) of Informatica Corporation and may not be copied, distributed, duplicated, or otherwise reproduced in any manner without the prior written consent of Informatica.

While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. Informatica does not accept responsibility for any kind of loss resulting from the use of information contained in this document. The information contained in this document is subject to change without notice.

The incorporation of the product attributes discussed in these materials into any release or upgrade of any Informatica software product—as well as the timing of any such release or upgrade—is at the sole discretion of Informatica.

Protected by one or more of the following U.S. Patents: 6,032,158; 5,794,246; 6,014,670; 6,339,775; 6,044,374; 6,208,990; 6,208,990; 6,850,947; 6,895,471; or by the following pending U.S. Patents: 09/644,280; 10/966,046; 10/727,700.

This edition published March 2015.

1Informatica Procurement, Version 8.0

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Table of ContentsInformatica Procurement 8.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Success Factors of Catalog Procurement . . . . . . . . . . . . . . . . . . . . . . . . 3

Informatica Procurement - Business Catalog . . . . . . . . . . . . . . . . . . . . . 4

Mobile Business Catalog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Informatica Procurement - Catalog Intelligence. . . . . . . . . . . . . . . . . . 12

Informatica Procurement - Supplier Portal . . . . . . . . . . . . . . . . . . . . . 16

Informatica Procurement - Smartform Builder. . . . . . . . . . . . . . . . . . . 17

2

Informatica Procurement 8.0

Cutting Costs in Catalog Procurement – Integrated & International.In large international companies or public institutions, Informatica’s industry independent catalog solution supports automated and cost-saving procurement of products and services. Transparency along with easy, intuitive operation and maximum search performance across internal catalogs and external Web shops ensure that purchasing processes are simple and quick.

Informatica Procurement 8.0 works in conjunction with ERP and SRM systems to create an integrated procurement process. Informatica Procurement integrates itself deeply into these systems and acts as a single point of search for purchasing.

Suppliers’ electronic catalogs are provided using the Informatica Procurement - Supplier Portal. The catalogs are provided by the suppliers themselves, by the purchasing organization, or by Informatica Content Services.

International companies with a large number of suppliers and an ever-increasing range of products depend on a search facility that will set them up for the future. This kind of highly scalable search is used in Informatica Procurement - Business Catalog. It enables buyers and users to search for, find, and order products and services for their companies’ internal needs.

Meanwhile, Informatica Procurement - Catalog Intelligence ensures transparency across all procurement processes. It highlights where product and process costs are actually incurred. This allows the right steps to be taken in purchasing (e.g., for future negotiations).

The Benefits• Streamlined, cost-efficient

processes with the acceptance of all users.

• Complete transparency for sound decision-making.

• Optimized prices and discounts in purchasing.

• Close integration with your international system landscape.

• Seamless processing of all transaction processes.

Supplier All BuyersAcross the Enterprise

Purchasing ManagerContent Manager

Product Catalog

Backend Integration

ERP SRM

Who?

What?

How?

Catalog IntegrationSupplier Validation

Single Point of Searchand Shopping Cart

Analyse & Evaluate Spend


Success Factors of Catalog Procurement Low Process CostsWe raise acceptance among your users by providing a very usable solution and ensuring that the benefits are quickly visible. This increases the number of active ordering users in the system. Our faceted search offers a new and extremely intuitive search para-digm.

Automation of Financial ProcessesThanks to our exclusive strategic partnership we can offer our cus-tomers comprehensive transaction solutions in the area of indirect procurement.

Sound Decision-Making & Reduced Purchase PricesOur innovative Informatica Procure-ment - Catalog Intelligence module enables comprehensive drill-down analyses with global spend maps, supplier negotiations, catalog comparisons, assortment analyses, price simulations and search result statistics relating to the procure-ment of indirect goods.

Fewer CostsWith a 100% self-service concept for all suppliers, you can signifi-cantly reduce the costs of content management. External catalogs can be integrated directly with ease. Our new Service Integration Layer allows us to integrate all company areas with a single user interface, even in large interna-tional enterprises.

1. Data IntegrationIntegrate products from different sources.

2. Data PreperationSearch, analyze and con�gure products fully backend integrated.

3. Buyers and Users

SAP Certi�ed

Search

80% Savings of Process Costs

Easy to Use Full Transparency

Intelligence

ERP Pictures Video XML / CSV

E-Shop

Mobile

*Customer example

*

4

Informatica Procurement - Business Catalog

Reduce Process Costs in Procurement – Through 100% User Acceptance.Informatica Procurement - Business Catalog is the integrated electronic catalog solution for finding, visualizing, comparing and ordering products and services in purchasing. It is the central catalog solution in international companies. A catalog that is integrated with SAP SRM, SAP ERP, and other ERP systems.

As a single point of search, Informatica Procurement - Business Catalog optimizes process costs in purchasing. With new functions for fast entry and collective entry and for uploading shopping carts, it will help you achieve a shorter ordering process in even less time. In order to provide a better and faster way to locate individual shopping lists and items, a search function is embedded into the shopping lists.

Shopping lists allow you to create shopping cart templates and speed up the process of reordering products that are required on a regular basis.

Special indicators in the item list facilitate easy identification, e.g. of hazardous materials, information about item references, or tiered prices, etc.

The Benefits• Reduce 80% of process costs

with the leading catalog soft-ware.1

• Reduce cost prices by 7%.2

• Gain total user acceptance thanks to a high degree of usability.

1 Informatica customer example2 BME opinion barometer

Backend Integration

Shopping lists Favourites

External Shop

Price validation

Recent Shopping Carts


Informatica Procurement - Business Catalog is indicative of the current trend of B2C features finding application in the B2B area.

Powerful Full-Text Search

A powerful full-text search with an auto complete feature enables fast location of the products required. The search algorithm adapts to the number of hits. The powerful full-text search is linked directly to the faceted search and feature search.

Faceted Search

In addition to the full-text search, the faceted search allows you to systematically restrict the number of results. The price facets are displayed on the basis of the highest to the lowest price.

Standard assortment

In addition to the various limitations of a search result, you can define whether users can search only within the defined standard assortment.

Fast Search Results with Apache SolrThis lightning-fast open source search platform is extremely scalable, which offers many benefits, including searches distributed across several servers. It is perfectly designed to handle mass data and is therefore ideally suited to use in international companies.

Example of faceted search

6

One Search: Simultaneous Browsing of Internal and External Catalogs & Websites

The External Catalog Punchout Interface supports Informatica Procurement - Business Catalog as a central search engine, and can even search external shops and catalogs.

When you search internal and external items simultaneously, the search results are delivered in the form of a combined list, sorted by relevance, in Informatica Procurement - Business Catalog. In the search result, indexed items are flagged as external items.

The central application for Procurement

Item detail view for an item

When you open the detail view for an indexed external item, the current price is deter-mined from the external online shop. Depending on the setting, the current price is buffered for a defined period. In this way, user will always obtain the currently valid price for the relevant item when he or she uses indexed external items.

Indexing allows you to browse external online shops within Informatica Procurement - Business Catalog. This allows users to remain in their familiar shopping environment at all times.


Fastest-Ever Procurement

The intelligent enhancements in the new release of Informatica Procurement - Business Catalog enable further significant reductions in process times. The main focus is on optimizing the entry of recurring products and services.

To further reduce the time it takes to complete the electronic procurement process, the shopping cart can be filled in the blink of an eye thanks to functions like fast entry and collective entry, as well as the uploading of complete item lists.

The item fast entry with item number or SAP material number helps to create the shopping cart quickly

8

Multi-Supplier Product Inquiry

An inquiry about a product can be sent to several suppliers at the same time using the enhanced product inquiry feature.

Sending the product inquiry starts the integrated workflow. This keeps the user updated about the quotations received.

Before ordering a product, the user can compare individual quotations.

A quotation can be ordered once or multiple times. These settings can be individually configured for each customer.

The integrated workflow also includes an approval process. In some situations, a product that costs more than a defined total amount may have to be released by an approver before it can be added to the shopping cart. The user and approver can document the details of their decision.

Quickly compare of the requested products


Recent shopping carts

A clear overview of the shopping carts relating to previous orders is provided (order date, number of items, and total amount). When you reorder the same item, you can use a shopping cart from a previous order as the basis for this new order. The related items can be viewed in a detail view.

Ease of Use

Ease of use and clarity of application are at the heart of the new GUI design. Important information must be clear and available at all times. One simple example of this is the constant visibility of the shopping cart.

Trends from the B2C area are increasingly finding their way into the B2B sphere. To ensure that you have all the information you could possibly require at your fingertips, detailed product descriptions, item indicators (e.g. for top sellers), larger version of item images and graphically highlighted favorites can be displayed in the results list. This shortens any delays in the application, as a large amount of relevant information is already available as a bundle at this stage of the process. Our goal is to make the application as accessible as possible for all groups of users.

Your company’s processes are improved through compliance with and safeguarding of standard processes. This is why standardized PDF documents of item detail view, item comparison and the shopping cart can be generated.

Usability is further enhanced with the Single Sign-On function. Automatic authentication in an SAP NetWeaver portal eliminates the need for manual login and is fully integrated into the company’s existing landscape via SAP Portal Ticket.

Preview images by mouse-over

10

SAP Integration

Many large companies use SAP ERP in combination with SAP SRM. Informatica Procurement - Business Catalog is integrated into the SAP SRM scenario, and acts as a single point of search in the desktop purchasing system.

The “ERP Organizations” module offers the additional option of using Informatica Procurement - Business Catalog without an e-procurement system by linking it directly to an ERP system. Pre-built interfaces with SAP ERP provide support for an integrated catalog procurement process.

By saving the procurement processes directly in a separate database, the “Standalone Organizations” module also enables the use of Informatica Procurement - Business Catalog without an e-procurement system. In addition, account assignment master data, goods recipient master data, and approval workflows can be mapped directly in the Informatica Procurement - Business Catalog standalone solution.

The SAP Warehouse Engine facilitates the integration of Informatica Procurement - Business Catalog with the MM module in the SAP ERP system and therefore enables direct, real-time queries of warehouse stocks. Warehouse stocks are displayed for products directly in the hit list and in the detail view. The information content comprises all plants and storage locations for a material, as well as the stock type (unrestricted-use stock, stock in quality inspection) and moving average price.

Secure OCI 5.0

With “Secure OCI 5.0”, sensitive data is no longer transmitted via the browser. Defined background calls now communicate or transfer sensitive data between the SRM system and the catalog system.

Informatica Procurement - Business Catalog is the central search engine in purchasing. It ensures the integration of various e-procurement and ERP systems – even in international enterprises.

Search

Select items Select itemsSelect items

Shopping cart

Shopping cart

Shopping cart

OC

I

RFC

IDO

C

Assignmentdata

Assignmentdata

Assignmentdata

APPROVAL

APPROVAL

OrderOrderOrder

Informatica Procurement - Business CatalogStandalone

ERPSRM

APPROVAL

The Benefits• Login: User authentication

directly in SAP ERP.

• Enhanced shopping cart: Option for selecting account assignment data from SAP ERP and saving it at shopping cart header or item level.

• Display order history directly from SAP ERP.

• Post goods receipts directly in SAP ERP via the Business Catalog user interface.

• Free text orders with the creation of a purchase requisition in SAP ERP.

• Single Sign-On in an SAP NetWeaver portal


Mobile Business Catalog

Use Informatica Procurement AnywhereThe ability to search, find and order products from any location while “on the go” is becoming increasingly appealing and important to companies. The latest version of Informatica Procurement - Business Catalog comes with a tablet- and Smartphone-optimized view, which allows you to order work-related products while on the move.

The key functions of our procurement solution are also available in simplified form in the mobile version. Users can simply search for the items they require, navigate through all available catalogs, or browse their favorites lists in the usual way. Before the items are added to the shopping cart, they can be viewed in the individual view with the usual contents. The process is completely intuitive, no additional training is required.

ERP Approval within the Business Catalog

User

Approver

User

Order historyApproval / Rejected

Order history

User

Bookgood receipt

ERP1

2

3

4

5

Email ERP Approval

User

Approver

User

Order historyDecision

Approval / Rejected

Order history

User

Bookgood receipt

ERP1

2

3

4

5

ERP approval within the Business CatalogThe order user searches for the required goods in Informatica Procurement – Business Catalog and adds them to the shopping cart. Clicking on the order button transfers the shopping card created to the ERP system.

The ERP system notifies the approver that an incoming order has to be approved. The approver logs into Informatica Procurement – Business Catalog and immediately sees a message on the home page that orders are awaiting approval.

ERP E-mail approvalWhen an order is received, the ERP system reports the approval information to Informatica Procurement – Business Catalog.

The approver receives an e-mail from Informatica Procurement – Business Catalog, containing a notification that an order has to be approved (rejected). The approver clicks on Approve (Reject) in the e-mail. The decision is sent back to Information Procurement – Business Catalog and forwarded to the ERP system.

12

Informatica Procurement - Catalog Intelligence

Total Transparency for Sound Decision-Making and Optimized Purchase Prices.Informatica Procurement - Catalog Intelligence creates transparent evaluations and analyses relating to the procurement of indirect material. The solution delivers flawless data quality for all procurement processes. It provides a sound basis for making decisions, while also reducing both costs and risks. Costs can be reduced on the basis of rock-solid analyses, and this has an immediate positive impact on the business area and on operating results.

Informatica Procurement - Catalog Intelligence meets the needs of strategic and operational purchasing and is an easy-to-use tool. It provides clear added value for purchasing managers, for buyers responsible for catalogs and product groups, and for Content Quality Managers.

QlikView Technology for Fast Analyses.

Informatica Procurement - Catalog Intelligence is based on Informatica’s many years of experience in e-procurement and on the QlikView technology developed by QlikTech GmbH.

QlikView is a memory-based system, which stores all of its analysis data in the main memory. As a result, it offers very high performance. This means that different analyses can be run in rapid succession without changing the actual database itself.

The Benefits• All global procurement processes

for indirect material at a glance.

• Save time creating analyses when preparing for negotiations.

• The simulation view enables rock-solid budget planning.

• Assortment evaluations help minimize unit costs.

• One interface: Reports from SAP Materials Management.

• A designer and wizard for individual, user-specific evaluations.

• Search statistics allow you to draw conclusions about the quality of assortments.

• NEW: Periodic review and dissemination of information predefined reports in PDF format can be created.

12,5% fewer free text

orders

20% higher

coverage rate

22% less

maverick buying

16% lower

error rate

powered by

Request the study now: procurement-benchmark.com

Informatica Customers Achieve Better Results Than the Market as a Whole.Today, many large multinational companies are under severe pressure to cut costs and optimize processes. The e-procurement study identified important key performance indicators that companies use to measure the success of their catalog solutions in purchasing.


Module Overview

A dashboard provides a centralized overview of all procurement processes across the company – a feature that is particularly useful for purchasing managers.

The Global Spend Map provides an overview of the system-wide purchasing behavior of all parties involved, and can, for example, pinpoint the areas in the company that procure the most products.

Negotiation functions serve primarily to support the buyer and to ensure effective time-saving when preparing for negotiations with suppliers.

To ensure sound detailed budget planning and to minimize risks to the company, real procurement data can be compared with newly negotiated prices and simulated in a simulation area.

A Content Scorecard provides information about all catalog data and item data in the system and ensures the highest level of transparency possible.

Supplier and assortment comparisons help to reduce procurement costs effectively.

The latest options for evaluating search statistics provide an accurate overview of search behavior throughout the company. Necessary changes to product groups or catalogs can be highlighted in this way.

Dashboard

Global Spend Map

Spend Analysis

Volumes

Purchase order history

Negotiations

Simulations

Search behavior

Supplier-

-preperation

-post processing

Assortments

Content Score Card

Assortments overlapping

Assortments veri�cation

Data quality

CPOPurchasing Manager

PurchaserMaterial groups & catalogs Content Quality Manager

14

The Dashboard – All Key Analyses at A Glance.The dashboard provides the purchasing manager with a centralized overview of procurement processes across the company from the Informatica Procurement - Business Catalog database.

It provides an insight into the number of orders and order items, as well as order volumes, for example. Users can immediately detect the suppliers from which items are procured most frequently, and which product groups have the highest and lowest order volumes across the company as a whole.

This enables the creation of well-founded budget plans and allows supplier negotiations to focus on the critical product groups. The dashboard reveals the ordering patterns of employees, and allows HR resources to be managed more effectively and purchase prices and process costs to be reduced.


Mobile Catalog Intelligence – Make Decisions on the Move

Flexibility and frequency of travel continue to increase in business. Yet despite workers´absences, day-to-day work has to continue as usual. Based on the Informatica Procurement - Catalog Intelligence desktop application, the mobile application shows versions of the diagrams optimized for mobile devices. Employees on a business trip can still make decisions during their journey - for example, preparing for forthcoming price negotiations with a supplier.

SAP-Connector

Thanks to the Informatica Procurement - Catalog Intelligence SAP Connector, you can, for the first time, evaluate SAP data in addition to the existing analyses and comparisons of data from Informatica Procurement - Business Catalog and Informatica Procurement - Supplier Portal. For example, order data and supplier data can be displayed out-of-the-box directly from SAP Materials Management.

Designer for Individual Applications

Informatica Procurement - Catalog Intelligence Designer enables quick and easy online creation of Quick Charts. A wizard helps users to create their own, completely unique evaluations in addition to the existing standard analyses provided.

16

Informatica Procurement - Supplier Portal

Reduce Costs for Content Management and Supplier Integration.Informatica Procurement - Supplier Portal enables a holistic view of purchasing processes. It supports the entire process, from the supplier providing the catalog data, to the purchasing department releasing a “live” version of the data for productive use. Informatica Procurement - Supplier Portal makes the import, validation and release of catalogs easier and faster for the integration of supplier data. It also offers a self-service concept for suppliers, whereby suppliers can upload their catalogs independently.

With a wide range of functions, Informatica Procurement - Supplier Portal reduces content management costs significantly. It does this, for example, by performing checks against master agreements and automated workflows for communication between the supplier and buyer. Assortment and price validations also help ensure the highest possible catalog quality.

The integrated workflow solution detects the individual processing steps and monitors their progress. It informs users about upcoming tasks and safeguards the monitoring of results throughout the entire catalog lifecycle. Informatica Procurement - Supplier Portal thus ensures that the process is both efficient and – by logging each step in an audit log – fully traceable.

Perfect product data is the key to successful e-procurement. Only a company that obtains high data quality from its suppliers and makes this available to its users can efficiently use an electronic ordering system.

You can use Informatica Catalog Services as an additional service. We manage all your supplier communication and all your catalog data for you.

A comprehensive audit-trail function enables the system-wide logging of all processes, which can then be evaluated at any time to guarantee full traceability.

Price validation rules

The price validation rules predefined in the standard system can be copied and individual parameters can be adjusted. In the validation report, individual parameters are displayed in text format and the configuration settings are listed.

Staging Area

In the Heiler Business Catalog

integrated catalog verify- & import-tool

Staging Area Editor

Maintenance of supplier catalog data

Simple con�guration of complex goods and services

Self Service Supplier Portal

Additional party (Supplier)in the work�ow

Data export

The Benefits• A radical reduction in Content

Management costs.

• Automation of communication with your suppliers.

• Optimized monitoring and control of the supplier integration process.

• Enhanced data quality for optimized search results and cost-efficient processes in purchasing.


Informatica Procurement - Smartform Builder

Easy Configuration of Complex Goods and Services.Say you need to create order forms for reserving rooms with IT equipment and catering facilities or for vehicle leasing. Or perhaps forms for ordering notebooks, where additional information like drive type or memory size, must be specified when placing the order. Informatica Procurement - Smartform Builder can help you handle any of these scenarios with ease. You can use this module to configure complex products and services independently and intuitively. Find what you’re looking for quickly with the graphical wizard. Create Smartforms with drag & drop. This reduces the effort involved in creating intelligent configurations, for example for company cell phones with appropriate charges and services.

The graphical interface enables a real-time preview of how the configuration will appear to users later in the catalog. You can also integrate SIL services when creating Smartforms. These services can be used, for example, to subsequently access live data in an ERP system and display it in Informatica Procurement - Business Catalog.

Catalog StreamThe supplier exports their catalog data in a JSON format from the Product Information Management-System. This document is imported into Informatica Procurement – Supplier Portal and passes through the individual workflow steps up to the release in Informatica Procurement - Business Catalog. For buyers this means less efforts on content management.

Functions• Graphical creation of complex

products and services.

• Intuitive drag & drop interface.

• Preview function for the current configuration.

• Seamless integration into Informatica Procurement - Supplier Portal.

• Display of the configuration as a Smartform in Informatica Procurement - Business Catalog.

• Live data can be queried from an ERP system.

PIM-System

Supplier Buyer

Catalog-System

JSONBMEcat

CSVXLSXML

Export

Data FormatExport

JSONBMEcat

CSVXLSXML

Import

Data FormatImport

Content Manager

Hotfolder

Supplier self service

Catalog Stream

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© 2013 Informatica Corporation. All rights reserved. Informatica® and Put potential to work™ are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks.

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