Do you want to manage and integrate the tasks of a sales process or other
business process? Do you want to automate tasks like approving a quote, generating
orders, and ordering documents, and entering sales order numbers? Oracle
integration cloud enables you to do all this and much more. Integration insight,
part of the integration analytics feature of integration cloud empowers
you to define important business milestones and view advanced metrics
right in the browser without making any changes to the application. With these
advanced metrics you can understand conversion problems, identify weak spots
in the sales pipeline, track significant volume increase or decrease, track sales
team performance spikes and dips, identify product trends early, and
surface regional sales hot spots. Sign in to integration cloud and create a
model from the insight section on the models page and enter a name, a description,
and a label. Then, select a unique icon for the model. Now define the milestones
within the model. Milestones are points in a business process that represent
important events. You create several types of milestones including initial,
standard, error, terminal, and terminal error. These milestones are mapped to
points in the business process implementation. In this example, the
Opportunity to Order business process starts when a sales rep creates an
opportunity in Oracle Sales Cloud. You first create a milestone to represent
that event. This particular milestone is classified as initial. Every time this
milestone is passed, a new instance or order is initiated in insight. You add
additional milestones to the model that represent interim points of normal
execution. These are known as standard milestones. The next milestone you define
is passed when a quote is rejected automatically by the process application
if the discount is too high. Because it puts the order into an unsuccessful
state, you identify it as an error milestone. The order can be resumed after
the quote's updated. For that reason, this isn't defined as a terminal milestone. Add
another error milestone to represent when a
customer rejects a quote. This isn't a terminal milestone either because the
order will be resumed once the quote's been updated. Add another error milestone
to represent an order cancellation. Because the order can't be completed
after being cancelled, you identify this milestone as a terminal error milestone.
Finally, add a milestone that marks the successful completion of an order. This
is a terminal milestone. When milestones are passed, indicators can be extracted,
as insight observes the execution of business processes. Indicators are key
pieces of raw data. They allow business users to gain insight into the proper
functioning of the business process and also allow comparisons between orders.
There are three types of indicators - identifiers, measures, and dimensions.
Identifiers guarantee uniqueness among all business processes. You can specify
an additional identifier to correlate one business process to another; like
correlating an opportunity to an order. Measures identify values that enable
quantification of the state of the business process. Dimensions provide a
type of grouping and categorization of instances that enable slicing and dicing
of aggregate measures. Indicators can be created once the milestones are defined.
Start with the unique instance identifier. Next, define a measure
associated with a milestone and then define a dimension associated with a
milestone. Finally, add additional dimensions and measures and associate
them with the remaining milestones. After you've defined each indicator, save the
model and sign out of Insight. In the next video in this series, an integration
architect maps each of these milestones to the underlying implementation and
activates the model. To learn more, visit us online and thanks for watching!