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Intro to Oracle BI for Oracle E-Business Suite, PeopleSoft, JD Edwards, and Siebel Customers

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Oracle Business Intelligence Applications are Oracle's prebuilt suite of analytic applications providing customers with a comprehensive business intelligence solution in a fraction of the time and …

Oracle Business Intelligence Applications are Oracle's prebuilt suite of analytic applications providing customers with a comprehensive business intelligence solution in a fraction of the time and cost of competitors' offerings. This session profiles a suite of ERP and CRM analytical applications optimized for Oracle Applications Unlimited (Oracle E-Business Suite and Oracle's PeopleSoft Enterprise, JD Edwards, and Siebel applications). Through examples from the more than 2,500 active Oracle Business Intelligence Applications customers, you will learn about the product suite's rich feature set, direction, and outstanding benefits achieved.

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  • 1. 1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 2. ORACLE PRODUCT LOGO Introduction to Oracle BI Applications for EBS, PeopleSoft, JD Edwards and Siebel Robert Davis - Director, BI Product Management Presenting with Bharath Natarajan - BI Portfolio Manager, Agilent2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 3. Safe Harbor Statements The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 4. Program Agenda •  Introduction to Oracle BI Applications •  BI Applications 7.9.6.3 Release •  BI Applications Stepping Stone to Fusion •  Agilent Technologies – CRM & ERP BI Applications Experiences •  Q&A4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 5. Introduction to Oracle BI Applications5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 6. Key Corporate Objective Maximizing Customer Value & Operational Efficiency Suppliers Front Back Office Office Customers•  Primary Role: Identify, acquire & •  Primary Role: Buy, make, and deliver support customers products, support the workforce, and manage finances•  Key Objective: Grow revenues and profit by maximizing customer value •  Key Objectives: Maximize operational efficiency, quality & accuracy while•  Primary Functions: Sales, Marketing, controlling costs Service, Contact Center •  Primary Functions: Finance, HR, Supply Chain Operations, Procurement, Order Management6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 7. Delivering Front Office Business Insights with BI •  Improve pipeline visibility •  Reduce revenue leakage from •  Quickly spot opportunities / threats Opportunity to Quote to Order •  Discover high potential segments •  Identify customer data gaps Sales Analytics •  Maximize return on spend •  Optimize customer reach Price Analytics Marketing Analytics *Customer DM Analytics Alignment Across Functions Optimize customer relationships across all business processes •  Improve customer service •  Increase customer retention •  Drive efficiency, lower costs and promotion effectiveness. Service Analytics Loyalty Analytics •  Optimize staffing for call volumes •  Enhance partner channel •  Monitor CSR performance & visibility and coordination Contact Center Analytics drivers Partner Analytics* New for Fusion Applications 7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 8. Unlocking Back Office Business Insights through BI •  Analyze intra-period financial data •  Analyze workforce performance by department or role •  Reduce cost of compliance •  Maximize efficiency of collections reporting Financial Analytics HR Analytics Alignment Across Functions Optimize profitability and operational efficiencies •  Control cost before they impact •  Visibility into supply/demand to Project Analytics profitability better manage inventory SCM & OM Analytics •  Identify at risk projects and initiate •  Accelerate order to cash corrective actions process •  Increase visibility into direct and •  Deliver accurate and consistent indirect spend product information Procurement & Spend •  Optimize supplier selection and •  .Identify gaps and data quality Analytics performance issues *PIM Analytics* New for Fusion Applications 8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 9. Alignment across the Enterprise Integrated Best Practice Analytics Front Office Back Office Marketing •  Impact of product mix Financials and discounts on revenue and marginsCustomers Sales Projects Suppliers •  Correlation between Loyalty training & compensation Human and worker productivity Resources Price •  Visibility into supply Procurement and chain enabling delivery Spend of the perfect order Service and Supply Chain & Contact Center •  Complete visibility Order Management across value chain to Customer Data better manage supply Product Information Management and demand fluctuations Management 9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 10. Oracle BI Applications Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, SAP and more•  Add insight to CRM and ERP applications•  Easy to adapt and extend•  Tight integration with OLTP systems•  Works with existing IT environment•  Fast time to value; Low TCO•  Over 3,000 customers10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 11. Integrated Suite of Tools Improves Decisions Oracle BI Foundation Suite Interactive Dashboards Production Reporting Strategy Maps Predictive Analysis Scorecards Geographic Visualization Embedded in Applications Secure Search Ad-hoc Analysis Office IntegrationBusiness Processes Tablet Mobile Scenario Analysis 11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 12. Oracle BI Applications Product Components Example: Financial Analytics 1 3 Pre-built warehouse with 16 star-schemas Pre-mapped metadata, including embedded best designed for analysis and reporting on financial practice calculations and metrics for financial analytics analysts, executives and other business users •  Presentation layer •  Logical business model •  Physical sources 2 4 Pre-built ETL to extract data from a large number A “best practice” library of over 488 of operational tables and load it into the DW, pre-built metrics, 36 intelligent dashboards, 250+ sourced from PSFT, Oracle EBS, JD Edwards, reports and several alerts for CFO, Finance SAP and other sources Controller, Financial Analyst, AR/AP Managers and Executives12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 13. Speeds Time To Value and Lowers TCO Oracle BI Applications Build from Scratch Oracle BI with Traditional BI Tools Applications Training / Roll-out Define Metrics  Faster deployment & Dashboards  Lower TCO  Assured business value DW Design Training / Rollout Easy to use, easy to adapt Define Metrics Role-based dashboards and thousands of pre- Back-end & Dashboards defined metrics ETL and DW Design Prebuilt DW design, adapts to your EDW Mapping Back-end ETL and Prebuilt Business Adapters for Oracle EBS, PeopleSoft, JD Edwards. Siebel, SAP, others Mapping Quarters or Years Weeks or MonthsSource: Patricia Seybold Research, Merrill Lynch, Oracle Analysis 13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 14. Oracle BI Applications 7.9.6.3 Release14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 15. Oracle BI Applications 7.9.6.3 New Release Concurrent with 11.1.1.5•  Full suite of pre-built CRM and ERP Analytics offerings –  Siebel, PeopleSoft, JD Edwards, E-Business Suite•  Built for and certified with OBIEE 11.1.1.5 –  Adopts 11g presentation features •  Presentation hierarchies, master-detail linking, cascading prompts –  Adopts 11g security model •  Role-based, not group-based –  Unlock new capabilities for BI Apps customers •  Geospatial, scorecard, mobile support, systems management•  Additional important certifications, including: –  Informatica 9.01 HF2 –  Teradata 13.10•  Additional bug fixes and ETL optimizations 15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 16. Example of CRM Related Business Questions Sales Analytics Do we see significant Are we bringing in orders fast How does the incompatibilities in enough ? How does it sales pipeline forecast and pipeline compare with the last qtr ? health look like? figures across quarters ? What are the top opportunities this quarter that need my attention? How do the members of How well is my sales team Is the weekly pipeline my sales team compare closing orders and buildup fast enough? How on sufficiency/quality of meeting their quota? do we compare with the pipeline ? last quarter ?16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 17. Example of ERP Related Business Questions Procurement and Spend Analytics Are we procuring the Do we have contracts in goods/services without place for all the goods that we procure? Are we procuring the goods following P2P process? without leveraging the existing How’s the spend contracts?compared to budgets? Who are the top suppliers Where we are spending that we deal with? money? 17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 18. All 7.9.6.3 Analytic Apps Work on BI Mobile18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 19. Oracle BI Applications Stepping Stone to Fusion19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 20. BI in Fusion ApplicationsInsight Closer to Action1 2 What Why Did it Happened? Happen? Exception-based Management Embedded Business Intelligence4 3 Who Do I Need How Do I to Reach? Take Action? Embedded Collaboration Configurable Applications & Processes 20
  • 21. Oracle BI Applications Get Fusion Ready with BI Applications Today•  Compelling Products Available Today –  Complete end to end analytics solutions for Apps Unlimited customers –  Deploy rapidly as data marts or as basis for conformed, complete enterprise warehouse –  Best practice role-based reports and dashboards•  BI Applications Make Sense as Part of an ERP Upgrade –  Add BI implementation for real business user visible benefits of an ERP or CRM upgrade project•  Improved Fusion Readiness –  Uptake of Fusion Middleware technologies, like BI Foundation, Enterprise Manager, OID –  Reduced end user Fusion training•  Continuity of Reporting during Coexistence or Upgrade –  End user reports and dashboards can be retained and will start working against alternate source21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 22. Example: PeopleSoft to Fusion Evolution Before FusionApps Unlimited Pre Packaged Self-Service Query Reports & &•  Faster time to Dashboards Reporting value w/prebuilt adapters for CRM BI Foundation and ERP applications OBIA Common Enterprise Information Model Finance HCM SCM Procure Project CRM•  Gain visibility to employee performance to OBIA Data Warehouse engage & develop key talents ETL Periodic Updates•  Lower costs through reduced Legacy & turnover & more PSFT HR 3rd Party targeted recruiting 22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 23. Example: PeopleSoft to Fusion Evolution Co-ExistenceApps Unlimited Pre Packaged Self-Service Query Fusion Fusion Apps Reports & & Embedded•  Faster time to Dashboards Reporting Analytics • Embed analytics value w/prebuilt directly into key adapters for CRM BI Foundation business and ERP processes applications OBIA Common Enterprise Information Model OTBI Finance HCM SCM Procure Project CRM • Deliver real-time•  Gain visibility to and analytical employee Real-Time reporting in a performance to OBIA Data Warehouse Queries single user engage & develop interface key talents ETL BI View Objects Periodic Updates • Integrated with•  Lower costs Oracle’s next- through reduced generation Fusion Legacy & Human Capital turnover & more PSFT HR Fusion HCM 3rd Party targeted recruiting Management 23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 24. Example: PeopleSoft to Fusion Evolution With Fusion Pre Packaged Self-Service Query Fusion Fusion Apps Reports & & Embedded Dashboards Reporting Analytics • Embed analytics directly into key BI Foundation business processes OBIA Common Enterprise Information Model OTBI Finance HCM SCM Procure Project CRM • Deliver real-time and analytical Real-Time reporting in a OBIA Data Warehouse Queries single user interface ETL Periodic Updates BI View Objects • Integrated with Oracle’s next- generation Fusion Legacy & Human Capital 3rd Party Fusion HCM Management24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 25. Agilent Technologies CRM & ERP BI Applications Experiences25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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  • 43. BI Applications Demo Pods – Moscone South Moscone South Pods:   Human Resources Analytics (S278)   Supply Chain and Order Management Analytics (S276)   CRM Analytics (S281)   Financial Analytics (S279)   Procurement and Spend Analytics (S280)   Project Analytics (S277)43 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 44. Q&A44 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 45. 45 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 46. Latin America 2011 December 6–8, 2011 Tokyo 2012 April 4–6, 201246 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 47. Oracle OpenWorld Bookstore •  Visit the Oracle OpenWorld Bookstore for a fabulous selection of books on many of the conference topics and more! •  Bookstore located at Moscone West, Level 2 •  All Books at 20% Discount47 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 48. Q&A48 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 49. Safe Harbor Statements The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.49 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 50. 50 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 51. 51 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.