Inside Oracle CX Sales and Commerce

Save time and reuse resources with a unified e-commerce platform.

B2B Commerce

Oracle B2B Commerce delivers complete, self-service e-commerce experiences across the channels that customers prefer. This unified digital commerce solution meets the complex demands of B2B sales and cost-effectively scales online businesses.

B2C Commerce

Oracle B2C Commerce delivers digital buying experiences whenever and wherever customers want to engage with a brand. This unified e-commerce solution drives customer loyalty across all channels.

Configure, Price, Quote (CPQ)

Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and quickly create accurate, professional quotes to meet their customers’ pricing needs.

Subscription Management

Manage new subscriptions, renewals, and upgrades by connecting your CRM and back-office and providing a complete view of customers’ purchasing behaviour.

Content Management

In one cloud-native system, help everyone in your business manage, create, and activate various types of content, including websites, documents, videos, and graphic assets.

Our history with Intelligent Advisor

Why does our history matter?

For one, it is about knowing a product inside out and having implemented it many times in different situations. We have intuitive knowledge about the quickest way to do something. More importantly, we understand how the product can change your business operations in delightful ways. Once clients see the potential, they want to use the product more extensively.

How long have we worked with OIA?

Certainly longer than any of us imagined at the start of our careers! The product has been around for about twenty years, and sometimes it feels like we have been around longer. Our combined experience is at least double digits above that.

Why choose a partner like us?

We have extensive experience implementing and supporting Intelligent Advisor and moving applications into cloud platforms. Our knowledge of Intelligent Advisor has taught us how to deliver projects successfully, even in complex environments with multiple technologies. We bring dedicated specialist resource to your project to enable you to get the best use of your technology.

What else can we do?

We advise on best practices, strategy, and architecture and provide services in all implementation aspects including standard and bespoke training and set up Intelligent Advisor Centres of Excellence. When you are up and running we can do health checks and managed services to ensure you get the most from the quarterly updates from Oracle.

What should I do now?

You can speak to one of our experts or read on and find out more about what we offer.

Intelligent Advisor Services

Implementation

We have developed Intelligent Advisor solutions in multiple industries. Our specialist team are skilled in all aspects of implementing Intelligent Advisor and our best practices have been developed through years of experience.

Health check and tuning

We offer a comprehensive health check service to review your Intelligent Advisor implementation for best practice, future maintenance, maximize benefit and avoid problems. We also use our tune-up skills to identify and resolve performance issues.

Integration

We haven’t come across a system that we haven’t been able to integrate with Intelligent Advisor, and we welcome you to challenge us with your company’s systems.

Managed service

Our aim is always to make you as self-sufficient if possible, but sometimes it makes sense for you to let us look after your rulebases while you get on with your business. Our offering is fully flexible based on your needs.

Upgrade

We offer an end-to-end upgrade service for clients. We can upgrade to and from any version making sure that we do comprehensive testing to ensure that things are working as expected.

Strategy

We help our clients understand where Intelligent Advisor can be used (and where it is not suitable). We assist with developing technology roadmaps, architecture and presentations to boards and wider stakeholder groups.

Centre of excellence

Once you have your policies or forms live, it makes perfect sense to create a centre of excellence for all your policy automation needs in your organisation. We teach best practices, developing your centre of excellence based on 5 core pillars.

Testing

We have extensive experience in testing Intelligent Advisor components and how to make the best use of time in any policy deployment. Let us show you how you can get better testing done quickly.

Training

Back in the classroom, when we teach Intelligent Advisor, the students (your staff) often love what we show. And we’ll support and guide them through to a successful deployment and beyond.

Industry Insight

Connecting customer and sales data

"Despite the conventional wisdom that big ticket sales require in-person contact, 20 percent of B2B buyers said they would be willing to spend more than $500,000 in a fully remote/digital sales model. And 11 percent of all B2B buyers would spend more than one million."

Source McKinsey & Company

Work examples

Process reduction

  • 91% reduction in appeals for a government agency that provides financial assistance for citizens and reduction in case processing time from 3 months to 10 days.
  • A project to automate university applications, reduced processing time from 4 weeks to a maximum of 48 hours, and in some cases instant online decisions and offer letters.

Process improvement

  • Created a new Disability Advisory Service system, consisting of an online portal for practitioners and students, validates data at source, reduces invoicing queries, and improves reporting.
  • Implemented a digital application process at a university for internships that enables under-represented and disadvantaged people to experience postgraduate study. The application process is fully WCAG2.1 compliant and device responsive for digital accessibility.

Data collection

  • Developed intelligent financial returns for 20,000 entities saving £3 million a year in manual checking and contributing to the largest financial consolidation exercise in Europe. The service included complex calculations and validations. Intelligent data collection from a possible 5,000 data items ensured the service collected only the relevant fields.
  • Within very short timescales, implemented a COVID-19 data collection process for 26,000 users per day.

Business transformation

  • Helped a government organisation transform a funding calculation system using Intelligent Advisor to implement 1000s of complex education-based funding rules, a large-scale transformation involving multiple teams.
    Worked with a large Government Shared Service provider to implement an Intelligent Advisor centre of excellence to digitize forms and automate processes relating to HR and Finance. The framework is in place to which connects to single sign-on and their HR, ERP and CRM Systems and over 40 processes have been digitized using Intelligent Advisor.

Financial services

  • Assisted in developing a customer onboarding solution for a global bank with 8.8 million customers to meet "Know Your Customer" compliance requirements.

Human resources

  • Working with a large Government HR department to implement Intelligent Advisor to implement easy-to-use employee tools for recruitment, parental leave and dual location processes. The new digital forms for parental leave incorporate policy guidance to provide eligibility information during the application process, and the feedback of the new digital recruitment form has been excellent.
  • Assisting a university to create and maintain Intelligent Advisor forms for HR and Risk/Compliance use cases, to provide decisions such as eligibility for maternity, paternity and adoption leave, and to ensure management training and safety procedures are consistent across different sites and campuses.
  • For a half-yearly employee assessment, approval, and review process, we helped a client set up a workflow using Intelligent Advisor, feeding data into Oracle E-Business Suite for pay reviews.

Use Case

Modernisation of the commerce platform

Challenge

The client’s existing eCommerce platform did not allow for the solution to be quickly updated. Enhancements were labour-intensive, costly, and time-consuming; complex requirements in the pharmaceutical space were not able to be fully modeled.

Solution

The eCommerce platform was completely modernised by implementing Oracle Commerce Cloud, Integration Cloud, Service Cloud, Intelligent Advisor, Content & Experience Cloud, Digital Assistant, and Analytics Cloud.

Outcome

The client now has a modern, scalable commerce platform that operates at a lower cost. Complex orders are modeled and can be extended easily. And, of course, all the other elements mean that customers are better served, and the commerce team has better access to content and analytics.

Frequently asked questions

  • What is your preferred methodology for running/contributing to a project?
    We tend to work Agile, but it depends on your circumstances. We are happy to shape our services around what will be most successful for you and will work with your preferred methodology whether that be agile, waterfall, or a hybrid.

  • Where do you provide your services?
    We provide services globally. We work mostly in the English language.

  • Can you advise me on what cloud strategy we should adopt?
    We will work with you to determine what’s appropriate for you now and in the future. For example, what’s the best technology combination for you? Is it speed of development, making maintenance more painless, creating efficiencies (perhaps you have an Azure tenancy), or making the best use of in-house resources and environments?

  • How do I set up a discovery call?
    Please book a time for your call using the Contact Us section of our website.

  • Can you integrate with other systems?
    One of our key differentiators is our ability to build whatever integration you need to move your data around. We have skills in integration technologies and can pull data into systems and send it out to middleware or directly to other applications. We can integrate cloud, on-premises, bespoke, and legacy applications.

  • How long does it take to have a new system up and running?
    Each customer is different, but we can start small and build out. You don’t have to change everything at once. We ideally aim to deliver an initial component within 6-8 weeks but this will depend on the scope and complexity of your project.