1. Oracle EPM&BI
Driving Management Excellence
Szabolcs Radnai | Oracle EE – BI BDM

2. 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. Management Excellence: The Next
Competitive Edge
Smart – Deep Insight
Smart – Deep Insight
Agile
Agile – Decisive Action
– Decisive Action
Competitive
Aligned – Across the
Aligned – Across the
Advantage
Extended Enterprise
Extended Enterprise
MANAGEMENT EXCELLENCE
Cost – Lean and Mean
Cost – Lean and Mean
Quality – Six Sigma, TQM
Quality – Six Sigma, TQM
Speed – Real-time, JIT
Speed – Real-time, JIT
OPERATIONAL EXCELLENCE
Time
3

4. Today’s Reality: Management Processes Are
Fragmented
$€
£¥
OPERATIONAL
PLANNING
EVA • Lack of business
VARIANCE
ANALYSIS alignment
ANALYZE GOAL
PERFORMANCE SETTING • Low predictability in
FINANCIAL
MODELING
performance
SCORECARDS FINANCIAL
REPORTING
• Inconsistency in
business decisions
MONITOR
ROLLING
RESULTS
FORECAST
4

5. Pillars to Achieving Management Excellence
Rationalize Your
SMART Management Systems
Integrate Management
AGILE Systems with Operational
Systems
Share Insights Across the
ALIGNED
Extended Enterprise
5

6. Oracle’s Management Excellence Framework:
Strategy to Success
High Impact Performance Management Traditional Performance Management
SMART
Gain to Investigate Design Plan Analyze Record
Sustain to Invest to Decide to Act to Adjust to Report
AGILE
ALIGNED
6

7. Oracle Provides Key Capabilities
Complete, Open & Integrated
Gain to Investigate Design Plan Analyze Record
Sustain to Invest to Decide to Act to Adjust to Report
EXTERNAL REPORTING
STRATEGIC & PREDICTIVE MODELING
INTEGRATED BUSINESS PLANNING
PROFITABILITY & COST MANAGEMENT
SCORECARDING, MONITORING & ANALYSIS
FINANCIAL & MGMT REPORTING
GOVERNANCE, RISK & COMPLIANCE
BI TOOLS & BI APPLICATIONS, REAL-TIME MONITORING
OLAP, DATA WAREHOUSE, DATA MINING
DATA INTEGRATION, APPLICATION MANAGEMENT & MASTER DATA MANAGEMENT
7

8. Management Excellence Delivered
Gain to Investigate Design Plan Analyze Record
Sustain to Invest to Decide to Act to Adjust to Report
8

9. Extreme Intelligence
Disk to Dashboard - Complete, Open, Integrated
• Performance Management
Applications
• Business Intelligence Applications
• Business Intelligence Technology
• Oracle Database & Middleware
• Exadata Database Machine

11. Conceptual model- Oracle BI Ecosystem
Delivery & Interaction Channels
BI Applications Performance Mgnt
Business Intelligence Tools
Data Integration Tools
Application & Process Integration
Operational Applications
Database & Infrastructure
Hardware Appliance

12. Oracle Positioned in Leaders Quadrants
http://www.gartner.com/technology/media-products/reprints/oracle/article121/article121.html
Magic Quadrant for Magic Quadrant for
Magic Quadrant for Data Warehouse Database
Business Intelligence CPM Suites, 2010
Platforms, 2010 Management Systems, 2010
The Magic Quadrant is copyrighted 2007 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain
vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors
placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including
any warranties of merchantability or fitness for a particular purpose.
These Magic Quadrant graphics were published by Gartner, Inc. as part of larger research notes and should be evaluated in the context of the entire reports. The Gartner reports are available upon request from Oracle.
Sources: Gartner, Inc., “Magic Quadrant for Business Intelligence Platforms, 1Q07” by Kurt Schlegel, Bill Hostmann, and Andreas Bitterer, 26 January 2007
Gartner, Inc., “Magic Quadrant for CPM Suites, 2006 “ by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007
Gartner, Inc., “Magic Quadrant for Data Warehouse Database Management Systems, 2007” by Donald Feinberg and Mark A. Beyer, 10 October 2007

13. Best of breed and Integration
BI Server BI-Server Common Enterprise Information Model joins multiple heterogeneous
data sources for one source of the Truth.
OLAP Essbase is the market leading and original OLAP engine, loved by business
users and I.T.
RTD Real time decisions – A recommendation engine, that enables the
personalization of communications with customers.
DW DB Extraction, Transformation, Load engine is the Database. Also performing
statistical / deep pattern finding / predictive analytics : embedded in core
Exadata database to be fast, productive, intuitive, and easy to administer.
ETL, Data
Mining
OBI- Fastest Value to Customer with Pre-Built ERP & CRM Analytics and Data-
warehouse with a single Common Enterprise Information Model and fully
Apps conformant dimensions: all upgraded in sync. with the source applications.
PMA Hyperion Performance Management Applications are the #1 market leaders :
delivering Fast Close and Enterprise scale, agile Planning and Budgeting.

14. Common BI Foundation
Complete, Open, Integrated
EPM Workspace
Performance Management
Applications BI Applications
BUSINESS INTELLIGENCE FOUNDATION
Common Enterprise Information Model
Essbase BI Server Real Time Decisions
Fusion Middleware
OLTP & ODS Data Warehouse OLAP SAP, Oracle, Siebel, Excel Business
Systems Data Mart PeopleSoft, Custom XML Process
14

15. Oracle Business Intelligence – BI EE
Complete, Open, Integrated
Data Ad-hoc Interactive Essbase Reporting & Proactive Disconnected MS Office
Integration Analysis Dashboards Publishing Detection & Mobile & Outlook
and Alerts Analytics Integration
Common Enterprise Information Model
BI Server
• Integrated Security, User Management, Personalization
• Multidimensional Calculation and Integration Engine
• Intelligent Request Generation and Optimized Data Access Services
OLTP & ODS Data Warehouse, Datamart OLAP SAP, Oracle, Siebel, Excel Business
Systems Database Machine, Exadata Essbase PeopleSoft, Custom XML Process
1
5

16. OBI Server– The Heart of Extreme Intelligence
Enables Consistency, Security, Reuse, Flexibility
OBI Common Enterprise Information Model
PRESENTATION LAYER
User Roles, Preferences
Role-Based Views of the
Simplified View Information Relevant to the User
Logical SQL Interface
Eases Security Administration
SEMANTIC OBJECT LAYER
Dimensions Consistent Definition of Business
Hierarchies Measures, Metrics, Calculations
Measures
Calculations
Aggregation Rules
Time Series Single Version of the Truth
PHYSICAL LAYER Model Once, Deploy Everywhere
Map Physical Data OPEN to Combine most Data Sources
Connections
Schema
Federates access Joining all
Enterprise Data Sources

17. Unified BI Foundation - Essbase
Bi-Directional Integration with Common Enterprise Information Model
Essbase as a Source Essbase as a Client
Ad hoc Interactive Reporting & Proactive MS Office Essbase Essbase
Analysis Dashboards Publishing Detection & Outlook Studio
and Alerts
Common Enterprise Information Model Common Enterprise Information Model
BI Server BI Server
+
OLTP & ODS Files
Systems Data Warehouse Excel Essbase OLTP & ODS Data Warehouse Files Excel
Data Mart XML Systems Data Mart XML
17

18. Multi-Dimensional Model : OLAP
A conversation with the Data : use ESSBASE
Aggregation Rules
Month Quarter Year •What if we increase promotional lift
by 10% in our major markets?
Customer
Manufacturer •What happens to our forecast if
the dollar declines by 5% to the
Allocation Rules
Product Share Euro?
Brand
Sales Year to Date
•What happens to gross margin if
our materials costs increase by
Product Sales Item 20%?
Profit
•Which customers drive 80% of our
Average Selling Price overall profitability?
•What happens to store sales if
Time inventory turns incr. by 5%?
Forecast Rules

19. Extending The Business Intelligence Foundation
RTD Enables Adaptive Business Processes
Processes can “learn” and “adjust” Business Processes
• Real-time decisions are embedded within the
business process
• Process uses close loop information for self-
Process data Process decision
learning & context point & feedback
Oracle RTD Server
Real-time Business Rules &
Processes can “predict” and “decide” Self-Learning Predictive Models
• Leverages real-time and historical data to
make contextual decisions Inputs
• Uses rules and (self-learning) predictive model
to make decisions
Enterprise Information Model

20. Imagine a World…
Traditional Outbound Approach “Let me find a group of people to
tell about it.”
“I have an offer …”
choice
Oracle RTD
Interactive Approach “Let me find the best offer for this
person right now!”
“I have a Customer …”
choice
choice
choice
choice

21. Modeling & Analytics in the BI Continuum
Strategic Dynamic Essbase
RTD
Modeling
Historical
Questions OBIEE
Data Mining
Past Oriented Future Oriented
Advanced
Analytics
BI Publisher Forward-looking
Ad-Hoc Query
& Reporting Questions
Standardized
Reporting Operational Static

22. Service Oriented Business Intelligence
The fusion of business intelligence and SOA
• Visibility & Business Insight
– Understand Business Impact
BPEL, ESB
Oracle BI & BAM
• Insight to Action
– Empower Business Users
BPEL, ESB
Oracle BI
• Insight Driven Business Processes
– Business Intelligence Services for
integrated insight and reporting
BPEL, ESB Oracle BI

23. Insight Driven Business Processes
Intelligent Dunning example
BI Dashboard/Agent
Initiate Dunning
<No> <Yes>
Human IsCustomerProfitableQTD?
Workflow <Yes> QueryProfitabilityQTD
Support
Services SREscalationsQTD? Deliver Alert
EscalateToRM
Billing QuerySRsQTD
Serives
EscalateTo Support
Deliver Report
DunningServices
ERP/CRM/ Business
FMW InitiateDunning Intelligence
Services Services

24. Market-Leading Packaged Applications
Financial and Operational
EPM Workspace
BI APPLICATIONS
Performance Management
CRM Analytics ERP Analytics
Applications Sales | Service | Marketing Finance | Procurement | Projects
Contact Center | Loyalty | Price HR | Supply Chain | Order Mgmt
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS Data Warehouse, Datamart OLAP SAP, Oracle, Siebel, Excel Business
Systems Database Machine, Exadata PeopleSoft, Custom XML Process

25. Business Intelligence Drives Increased Effectiveness in
Every Business Function
…But Few Organizations have Achieved Such Pervasive BI. Why?
Sales Analytics Financial Analytics
Improve pipeline Always understand
visibility, forecast financial condition
accuracy and sales and drivers of cost
effectiveness and profitability
Service & Contact Center Analytics Supply Chain & Procurement Analytics
Optimize service Optimize spend,
processes, reduce overall supplier
costs, retain and performance, and
grow customers inventory levels
Marketing Analytics HR Analytics
Retain talent,
Optimize campaign
manage comp
execution, results,
costs, increase
and ROI
productivity

26. Building BI Solutions is Challenging
Significant Investment, Skills and Time Required
Develop detailed understanding of operational data sources
These steps require
Design a data warehouse by subject area multiple different BI
and DW technology
License an ETL tool to move data from operational systems INVESTMENTS
to this DW
Build ETL programs for every data source
These steps require IT
License interactive user access tools or BI staff resources
with specialized
Research/understand analytic needs of each user community SKILLS
Build analytics for each audience
License/create information delivery tools These steps take TIME
Set up user security & visibility rules to understand and
perfect as knowledge
Perform QA & performance testing of best practices is
learned
Manage on-going changes/upgrades

27. Oracle BI Apps Product Components
Example: Financial Analytics
1 3
Pre-built warehouse with 16 star-schemas Pre-mapped metadata, including
designed for analysis and reporting on embedded best practice calculations and
financial analytics metrics for financial, executives and other
business users
• Presentation layer
• Logical business
model
• Physical sources
2 4
Pre-built ETL to extract data from over A “best practice” library of over 360
3,000 operational tables and load it into pre-built metrics, 30 intelligent dashboards,
the DW, sourced from PSFT, Oracle EBS 200+ reports plus alerts for CFO, Finance
and other sources Controller, Financial Analyst, AR/AP
Managers and Executives

28. Oracle BI Applications Suite
Complete, Prebuilt, Best Practice Analytics
CRM ANALYTICS ERP ANALYTICS
SERVICE & PROCUREMENT & SUPPLY CHAIN &
SALES MARKETING CONTACT CENTER FINANCIALS SPEND ORDER MGMT
• Pipeline Analysis • Campaign • Service • General Ledger • Direct & Indirect • Revenue &
Effectiveness Effectiveness Spend Backlog
• Forecast Accuracy • Accounts
• Customer Insight • Customer Receivable • Buyer Productivity • Inventory Analysis
• Up-sell/Cross-sell Satisfaction • Contract
• Cycle Times • Product Propensity • Accounts Payable Compliance • Fulfillment Status
• Resolution Rates
• Lead Conversion • Market Basket • Service Rep • Cash Flow • Supplier • Customer Status
Analysis Efficiency • Profitability Performance • Order Cycle Time
• Sales Team • Purchase Cycle
Effectiveness • Campaign ROI • Service Cost • Expense • BOM Analysis
Time
• Service Trends Management • Employee Expense
HUMAN
PRICE LOYALTY PROJECTS RESOURCES
• Price Segments • Member • Project Funding • Employee
• Price Waterfall Demographics and Budget Productivity
Analysis • Membership • Product Cost • Compensation
• Deal Life Cycle Trends • Project Revenue • Talent
• Deal Desk • Promotion Cost • Project Billing Management
Analysis • Promotion • Project Profitability • Recruiting Analysis
• Product Pricing Effectiveness • Learning Analysis
Performance • Points Analysis • Workforce Profile
ORACLE BI SUITE ENTERPRISE EDITION PLUS
AND OTHER OPERATIONAL
SOURCE ADAPTERS:
AND ANALYTIC SOURCES
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
28

29. Embedded Directly in Applications
Pervasive Deployment
E-Business Suite PeopleSoft
Siebel

30. Market-Leading Packaged Applications
Financial and Operational
EPM Workspace
PERF. MANAGEMENT & GRC APPLICATIONS
Performance Management
Performance Governance, Risk
Applications BI Applications
Management & Compliance
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS Data Warehouse OLAP Oracle, PeopleSoft, JDE, Excel Business
Siebel, SAP, Custom
Systems Data Mart XML Process
30

31. Become A World Class EPM Organization
• Define and communicate your
strategy
• Shorten the close process
• Improve your planning and
forecast processes
• Extend your profitability and
analytic capabilities
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 31

32. Market-leading Performance Management
Applications Suite
Strategic Planning Planning and Budgeting
Set Strategic Cascade Targets
Objectives
Treasury Long-Term Detailed
Strategies Planning Forecasting
Budgeting
Corporate Allocate
Development Resources
Hyperion Performance Master Data Hyperion Planning,
Scorecard and Hyperion Workforce and Capital
Strategic Finance Business Rules Asset Planning modules
Hyperion Financial Management Metrics/KPIs
and Financial Data Quality Targets, Plans & Actuals Cost and Profitability Management
Management)
Financial Close Process Cost and Profitability Management
Define Costing
Methods
Internal External Define Cost
Data Report & Analyze
Consolidate Reporting & Reporting & Drivers
Cleansing
Analysis Compliance
Perform
Allocations
32

33. Critical Components to Implement
Financial Close Best Practices
CFO Dashboard
Governance, Risk & Compliance
Financial Close Workflow
Tax Tax
ERP: Calculations Filing
Data Financial
Oracle, SAP,
Assurance Consolidation Document
Legacy, Other Financial and
Management
Mgmt. Reporting
& Filing
Transactions Reporting
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 33

34. Key Capabilities
Accelerate Reporting and Reduce Cost of Compliance
Manage Financial Close Integrate with ERP Sources and
from Subledgers to Filings Ensure Financial Data Quality
Consolidate and Report Financial Ensure High Quality Report Submissions
Results
Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 34

35. Critical Components to Implement
Strategic Planning Best Practices
Predictive Modeling & Simulation
What-if Analysis
Long-Term Corporate Treasury Value
Financial Planning Development Strategies Management
Planning, Budgeting & Forecasting
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 35

36. Key Capabilities
Accounting Integrity and Modeling Speed
• Integrated financial
statements
• Project shareholder
value
• Run unlimited scenarios
• Consolidate multiple
business combinations
• Evaluate strategic
projects
• Simulate effects of M&A
• Debt Scheduling
• Optimize capital
structure
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 36

37. Critical Components to Implement
Planning Best Practices
Predictive Modeling & Simulation
Functional Plans
Long-Term Project Operational
Workforce Capital Assets Planning
Financial Revenue & Cost
Planning Planning
Planning Modeling
Marketing
Planning
Planning, Budgeting & Forecasting
Financial Operational
Detail Detail
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 37

38. Key Capabilities
Accelerate the Planning & Forecasting Process
• Centralized system
• Align top-down and bottom-up
• Consistent assumptions
• Common allocations &
calculations
• Integrated Operational Planning
to address in-depth revenue and
margin planning
• Purpose-built Capital Assets
and Workforce planning
modules for fast deployment
• Powerful workflow and process
management for budgeting and
forecasting
• Leverages Essbase – powerful
reporting and analysis
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 38

39. Critical Components to Implement
Profitability and Cost Management Best Practices
Common Reporting & Interaction
Cost and Cost, Revenue and
Cost and Profitability Cost and Profitability
Revenue Allocation Profitability
Reporting Simulation
Calculations Analytics
Profitability and Cost Management
Performance
Allocate Analyze
Improvement
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 39

40. Key Capabilities
Improve Profit Decisions Through Better Visibility
• A business user application to build
models that:
• Accurately assign, measure, and
manage costs and revenues
• Use any methodology to transform
financial data through multiple stages
• Compute costs and profitability for
multiple business objectives:
• Customers, products, services,
activities, etc.
• Use scenarios to evaluate alternate
approaches
• Leverage Essbase’s powerful
reporting and analysis
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 40

41. Application Integration Strategy
BI Apps with Performance Management Apps
Financials
BI Applications What Performance Management Apps
& Order Mgmt
Supply Chain
If
Marketing
HFM Planning
& Spend
Service
Sales
Procure
HR
FDM FDM
Essbase
Common Enterprise Information Model OLTP Data
BI Server
Native Access (Plans,
Consolidated Results)
BI Applications Data Movement
DW (BAW) 1) Plans
2) Consolidated results
OLTP & ODS Data SAP, Oracle Files
Warehouse PeopleSoft, Siebel, Excel Business
Systems Process
Data Mart Custom Apps XML
"This information is not a commitment to deliver any material, code, or functionality. The development,
release, and timing of any features or functionality described remains at the sole discretion of Oracle" 41

42. Complete BI & EPM
OBI-Apps Hyperion
OBIEE ESSBASE
42

43. Best Data Warehouse Machine – Exadata V2
• Massively parallel high volume hardware to
OLAP
quickly process vast amounts of data
– Exadata runs data intensive processing
directly in storage
• Most complete analytic capabilities
– OLAP, Statistics, Spatial, Data Mining, Real-time
transactional ETL, Efficient point queries
ETL
• Powerful warehouse specific optimizations
– Flexible Partitioning, Bitmap Indexing, Join indexing, Materialized Views, Result
Cache
Data Mining
• Dramatic new warehousing capabilities
New