Services

Oracle ChRM and revenue services, proven in production

Channel revenue work across semiconductors, medtech, pharma distribution, manufacturing, consumer goods, grocery and transportation. Each service below links to the engagements where we delivered it.

Oracle E-Business Suite and Fusion Cloud

Oracle ChRM Consulting & Implementation

End-to-end delivery of Oracle Channel Revenue Management and Trade Management, on E-Business Suite or Oracle Fusion Cloud, from program design to month-end close. We implemented the first release of ChRM and every release since.

Strategy

Pricing & Promotions Strategy Consulting

Design pricing, promotion and rebate programs that pay for the behavior you want, with the governance to keep them that way.

What we do

  • Rebate structures: market share, growth, tiered volume and value-based
  • Distributor pricing, end-customer pricing and ship & debit strategy
  • Pricing engine: matrix price types with precedence, upcharge percentages and effective dates, served by one pricing API
  • Broker and sales commission models
  • Program governance: approvals, exclusivity rules and overrides

What you get

  • A program catalog with clear eligibility and payout rules
  • A pricing engine design that prices the same across iStore, EDI and sales orders
  • Approval and exception policies
  • A plan to measure program performance
  • Requirements ready to configure in ChRM or the Sumslice platform
Build

Custom Development

When off-the-shelf applications aren't the answer, we build the extension, integration or product that is, on Oracle or alongside it.

What we do

  • Extensions to Oracle EBS and Fusion (RICEW, PaaS and APEX)
  • Integrations with REST, OIC, EDI and file feeds
  • Purpose-built claims, offers and commission applications
  • Product builds such as the Sumslice Rebate Platform

What you get

  • Working software in short, demoed sprints
  • Documented interfaces and support handover
  • Automated checks for the data that feeds your accruals
  • A roadmap for what to build next
Finance

Accounting Rules & Integrations

Make every accrual, claim and payment land in the right account, and reconcile, with integrations finance can trust.

What we do

  • Accounting rules for accruals, adjustments, claims and settlement
  • ChRM to general ledger reconciliation
  • AP and AR interfaces for payouts, credit memos and deductions
  • Payment controls, including transaction verification for fraud

What you get

  • An accounting design mapped to your chart of accounts
  • Reconciliation of period-to-date and year-to-date balances
  • Tested inbound and outbound interfaces
  • Controls documented for audit
Insight

Management Reporting

Reporting that answers what finance and sales leaders ask: what we owe, what we paid, and whether the programs are working.

What we do

  • Accrual roll-forwards: beginning balance, accruals, adjustments, payments, ending balance
  • Reporting at invoice line, offer and customer level
  • FP&A integration for accruals, revenue adjustments and claims
  • Dashboards for sell-in, sell-through, rebates and balances

What you get

  • A reporting catalog agreed with finance and sales
  • Month-end and audit reports
  • Dashboards in OTBI, BI Publisher or the Sumslice platform
  • Data definitions so every number has one meaning
Compliance

ASC 606 Contract Implementation

Revenue recognition for incentive programs under ASC 606: accrue on the right basis, release on evidence, and true up without surprises.

What we do

  • Accrual design based on sales activity and deal structure
  • Release and true-up driven by claims and revenue realization
  • Variable consideration for rebates, ship & debit and price protection
  • Support for the move from ASC 605 to ASC 606

What you get

  • An accounting policy mapped to system behavior
  • Accrual, release and true-up processes in ChRM
  • Reconciliation and disclosure reporting
  • Evidence your auditors can follow
Margin

True Gross Margin Analysis & Calculations

See the real margin on every sale, after cost, vendor rebates, cash discounts and customer rebates, and pay commissions on it.

What we do

  • Margin calculated on each sales order invoice line
  • Buy-side and sell-side rebates in one margin view
  • Commission models based on gross margin
  • Margin analysis by product, channel, customer and program

What you get

  • A margin model your finance team agrees with
  • Line-level accruals and margin reporting
  • Commission calculations by code, category and percentage
  • Exception reports for unprofitable deals

How we work

The same five steps on every engagement, whether it's a new ChRM implementation or a single integration.

  1. Discover · your programs, data, accounting and pain points
  2. Design · programs, accruals, accounting and integrations, signed off by finance
  3. Build and configure · in short sprints, demoed as we go
  4. Test and cut over · UAT with your users, then a planned go-live
  5. Support · hypercare, then managed services from Apps DBA to custom development

Talk to an architect about your programs

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