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Embedded Analytics for SaaS Applications

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Embedded Analytics for SaaS Applications [CON7377]
Jack Berkowitz, Vice President, Product Management, Oracle
The Oracle Applications Cloud strategy is anchored with exceptional embedded operational and strategic analytics. Customers are using Oracle’s embedded analytics to support their daily decision-making, enable proactive problem resolution, and leverage opportunities to improve customer service. Delivered to mobile, web, and e-mail, Oracle’s analytics enable users to see real-time progress, understand the past, and project into the future. This session discusses how Oracle Human Capital Management Cloud, Oracle HCM Cloud’s Oracle Talent Management Cloud, Oracle Customer Experience Cloud’s Oracle Sales Cloud, and Oracle Enterprise Resource Planning Cloud’s Oracle Financials Cloud customers are driving revenue, increasing profits, and improving corporate performance with embedded analytics.

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Embedded Analytics for SaaS Applications

  1. 1. Embedded Analytics for SaaS Applications [CON7377] Jack Berkowitz Vice President, Product Management Oracle Business Analytics October 2015 Oracle Confidential – Internal/Restricted/Highly RestrictedCopyright © 2015, Oracle and/or its affiliates. All rights reserved. |
  2. 2. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement 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. Oracle Confidential – Internal/Restricted/Highly Restricted 2
  3. 3. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Cloud Platform 3 DATA MANAGEMENT IT OPERATIONS MANAGEMENT IDENTITY MANAGEMENT CONTENT & PROCESS APPLICATION DEVELOPMENT INTEGRATION MOBILE BUSINESS ANALYTICS
  4. 4. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle’s Application Cloud Global Human Resources Talent Management Marketing Sales Service Configure, Price, Quote Social Financials Procurement Project Portfolio Mgmt Transportation & Trade Materials Mgmt Product Value Chain • Rapid growth across new and existing customers • Integrated business processes and actions • Rapid insights with In-place Analytics Oracle Confidential 4
  5. 5. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential 5 Delivering Strategic Business Insights to All Analysts • Executive Briefings • Compliance Reporting • Monitor Costs and Efficiency Executives • Strategic Planning • Risk Management • Opportunity Identification Mid-level Managers • Tactical Planning • Problem Escalation • Operations Mgmt. Employees • Monitor Daily Operations • Problem Solving • Support Daily Decision Making Mid-level managers and employees need real- time operational information from their business intelligence to support their daily work. Executives and analysts need strategic insights, trends, and future probabilities that will help shape the future of the company, impacting competitiveness, profitability, and growth.
  6. 6. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Business Analytics Portfolio The Oracle Business Analytics portfolio helps your company drive towards innovation with: • Operational Reporting • Strategic Analytics • Visual Discovery Operational Reporting Strategic Analytics Exploratory & Discovery MonitoringOptimization Innovation
  7. 7. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Business Analytics Portfolio OPERATIONAL REPORTING Operational reporting (transactional reporting) represents the current state of the different areas of your business. FOCUS • Deliver information (What is happening? What did it happen?) • Focus on measures (Count/Sum/Avg of Item/Event) • Aligned within a LoB (Limited to source business application) SAMPLE QUESTIONS • Which employees have too much vacation time “in the bank?” • How many employees have left during the past year? • How many new hires have there been in the past year? • Do we have all parts to satisfy next week’s demand? Operational Reporting Strategic Analytics Exploratory & Discovery MonitoringOptimization Innovation
  8. 8. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Business Analytics Portfolio THE OPERATIONAL DRIVE TO CORE - Support operational excellence within LoB - Focus effort on performance, not manual monitoring - Makes more resources available to support innovation Operational Reporting Strategic Analytics Exploratory & Discovery MonitoringOptimization Innovation
  9. 9. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Operational Reporting Strategic Analytics Tactical Planning Problem Escalation Operations Mgmt. Strategic Planning Risk Management Opportunity Identification Executive Briefings Compliance Reporting Monitor Costs & Efficiency Executives AnalystsMid-Level Managers Employees Daily Operations Problem Solving • Targeted analytics • Designed for specific roles & their responsibilities • Provides actionable information for all • Drive corporate-wide Improvement • Empower individuals of all ranks to make better decisions Better Together Exploratory & Discovery
  10. 10. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | HCM Business Insights
  11. 11. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | HCM Business Insights • Business Insights for HR Admins, Line Managers, and Employees to support the efficient daily operation of human resources management • Delivered as embedded feature of HCM Cloud and Talent Cloud • Extensible to meet the unique needs of individual customers
  12. 12. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  13. 13. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  14. 14. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  15. 15. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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  17. 17. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  18. 18. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  19. 19. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  20. 20. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | CRM Business Insights
  21. 21. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | CRM Business Insights • Business Insights for sales managers, operations, and representatives to drive deal closure, pipeline, and revenue growth • Delivered as embedded feature of Sales Cloud • Mobile experiences for the sales team “on-the-go”
  22. 22. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  23. 23. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  24. 24. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  25. 25. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Financial Reporting Center
  26. 26. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Financial Reporting Center • Designed for financial analysts in intuitively interact with financial data and produce results consistent with standard accounting practices • Delivered as an embedded component with Financial Cloud • Multi-dimensional reporting and analysis platform that provides real- time access to financial information
  27. 27. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  28. 28. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  29. 29. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  30. 30. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  31. 31. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  32. 32. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  33. 33. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Embedded Advanced Analytics Statistical and advanced analytical processing in-line with Application Cloud use
  34. 34. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |52 Oracle Confidential – Restricted HCM Embedded Advanced Analytics: Turnover Will Top Performers Leave? person_id 555555 External Sentiment Twitter Positive External Sentiment Glassdoor OK Company Stock Price Growth 6 Months 18.5% Competitor Stock Price Growth 6 Months 9% Total Compensation $75000 Industry Benchmark Total Compensation $85000 Number of Like Job Openings 109 County Unemployment Rate 4% Calculation Date 16-1-2013 HypothesisStatistical Model Statistical Models Used 1. Classification for Predicted Performance 2. Support Vector Machine for Predicted Attrition
  35. 35. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | CRM Predictive Analytics: White Space Analysis Find untapped opportunities within your territory • A visual, aggregated “target list” of potential leads within each sales rep’s own territory accounts • Guide the sales reps to cross-sell and up- sell based on company promotion rules • Guide the sales reps to pitch products that “similar customers” purchased • Convert a recommendation to a lead, an opportunity, or indicate why it is not a good fit for the customer • Less time researching and more time selling Oracle Confidential – Internal/Restricted/Highly Restricted 53
  36. 36. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle HCM Analytics: Enterprise Analytics STRATEGIC ANALYTICS Strategic analytics represent the state of the business as a whole that delivers historical, trending, predictive and benchmarking analytics and are intended to support the business leaders of the corporation. FOCUS • Deliver insights (Why did it happen? What will happen?) • Focus on metrics (Is Measure Above/Below Goal?) • Aligned across LoBs (Multi-Source, Multi-Functional Support) SAMPLE QUESTIONS • Which skills/leadership gaps might we face in 5 years due to retirement trends? • What is my headcount by department and do I have enough candidates being recruited to fill the vacancies?
  37. 37. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Business Analytics Portfolio STRATEGIC ANALYTICS Strategic analytics represent the state of the business as a whole that delivers historical, trending, predictive and benchmarking analytics and are intended to support the business leaders of the corporation. FOCUS • Deliver insights (Why did it happen? What will happen?) • Focus on metrics (Is Measure Above/Below Goal?) • Aligned across LoBs (Multi-Source, Multi-Functional Support) SAMPLE QUESTIONS • Which skills/leadership gaps might we face in 5 years due to retirement trends? • What is my headcount by department and do I have enough candidates being recruited to fill the vacancies? Operational Reporting Strategic Analytics Exploratory & Discovery MonitoringOptimization Innovation
  38. 38. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Business Analytics Portfolio THE STRATEGIC DRIVE TO CORE - Deliver corporate-wide view for cross-functional execution optimization - Eliminate time-consuming, error-prone manual views - Identify business areas ripe for innovation, especially for process or market optimization Operational Reporting Strategic Analytics Exploratory & Discovery MonitoringOptimization Innovation
  39. 39. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | HCM Enterprise Analytics
  40. 40. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | HCM Enterprise Analytics • Strategic Analytics Designed for Human Resource Executives and Analysts • Cross-functional analytics to drive improved hiring processes, top- performer retention, compensation policy, compliance, and more • Support for HCM Cloud and Talent Cloud as well as PeopleSoft*, EBS*, and 3rd party sources* * Coming Soon
  41. 41. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Deployment Option: Cloud Data Sources Cloud Services Bespoke Systems PeopleSoft Financials OTBI- Enterprise On Premise Talent Oracle HCM Cloud Scenario: Customer begins with the following on- premises applications:  PeopleSoft Financials  Bespoke Management Systems But Migrates the focus/data gravity to Oracle Cloud, and implements  Oracle Core HR  Oracle Talent  3rd Party Cloud Services Solution: The OTBI-Enterprise Cloud Service will extract and stage cloud data, and also allow upload of On-Prem Data into the Data Mart Oracle Storage Service 59Oracle Confidential 3rd Party Cloud
  42. 42. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  43. 43. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  44. 44. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  45. 45. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  46. 46. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  47. 47. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  48. 48. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  49. 49. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  50. 50. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  51. 51. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  52. 52. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  53. 53. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  54. 54. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  55. 55. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  56. 56. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  57. 57. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  58. 58. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | What’s Next for Embedded Analytics Roadmap
  59. 59. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | What’s Next for Application Cloud Analytics • New Content Areas and Innovation – Integrated Supply Chain – Consumer Experience & Loyalty • Descriptive Insights, Business Visualizations & Predictive Analytics • Extensibility via Configuration – Novel metrics/hierarchies/content – Extend for custom sources • Seamless Exploration & Mashups • Integrated Planning and What-If Aggressive Roadmap for Cloud and Hybrid Analytics Roadmap
  60. 60. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | ERP Enterprise Analytics Coming Soon Roadmap
  61. 61. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Coming Soon: ERP Enterprise Analytics • Strategic Analytics Designed for Financial, Procurement, and Project Executives and Analysts • Cross-functional analytics to drive improved cash flow, risk reduction, improved customer satisfaction, and more • Support for Finance Cloud, Project Cloud, Procurement Cloud as well as PeopleSoft, EBS, and 3rd party sources Roadmap
  62. 62. Oracle Confidential – Internal/Restricted/Highly Restricted 81
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  66. 66. Oracle Confidential – Internal/Restricted/Highly Restricted 85
  67. 67. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | HCM Insights Coming Soon Roadmap
  68. 68. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Coming Soon: HCM Insights for Enterprise Analytics • Descriptive statistics for compensation metrics analysis • Pictorial views of data distribution to convey central location, spread of values, and the outliers for data set • Compare and contrast a given measure against another independent metric to visually show correlation and strength of association between the two metrics Roadmap
  69. 69. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  70. 70. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  71. 71. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  72. 72. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  73. 73. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  74. 74. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  75. 75. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Business Analytics Portfolio VISUAL DISCOVERY Ad hoc analytic platform that is easy to use, supports loading data, has intuitive interactions and visualizations, and helps to identify patterns and opportunities for innovation. FOCUS • Visualization of complex data • Easy-to-use for business users • Mashup of Ad Hoc and Curated/Governed Data SAMPLE QUESTIONS • Would a new supplier helps us lower our overall costs? • Will the change in our development methodology improve our performance? • How do you consider new distribution channels, points of presence or ways to purchase? Operational Reporting Strategic Analytics Exploratory & Discovery MonitoringOptimization Innovation
  76. 76. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Business Analytics Portfolio INNOVATE THROUGH EXPLORATION & DISCOVERY - Narrative story telling to garner alignment - Tools to invite exploration into hidden opportunities - Continuously improve LoB and cross-functional optimization by incorporating valuable discoveries Operational Reporting Strategic Analytics Exploratory & Discovery MonitoringOptimization Innovation
  77. 77. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Coming Soon: Visual Analyzer for Enterprise Analytics • Exploratory & Discovery Analytics Embedded in Enterprise Analytics • Mashup External Data with Curated Enterprise Analytics Data • Support Ad Hoc Data Analysis with Beautiful Interactive Visualizations • Support Innovation through Strategic Analytics Platform Roadmap
  78. 78. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  79. 79. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  80. 80. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  81. 81. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  82. 82. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  83. 83. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  84. 84. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  85. 85. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  86. 86. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  87. 87. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | What’s Next for Application Cloud Analytics • Exploratory experiences to drive business innovation • Quick access to all Oracle Applications Cloud systems • Business user interface • Find insights and tell data- driven stories • Feed back into operational monitoring and strategic processes What’s in the Lab: DVCS based Applications Cloud Analytics for CRM Roadmap
  88. 88. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Formal Roadmaps Roadmap
  89. 89. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Reporting Roadmap: Oracle HCM Cloud Oracle Confidential 108 Core HR • Add matrix hierarchy reporting(new) • Add unsecured Assignment Manager hierarchy(new) • Add presentation hierarchies for Assignment manager, Department and Position(new) Absence • Add Vacation Balances reporting Talent Management • Support Matrix management in Goal and Performance management subject areas • Add Legal Employer dimension to Performance Rating Distribution subject area • Add DFF to Succession Management Plan Candidate subject area • Add Candidate Ranking, Interim Successor, Status to Succession Management Plan Candidate subject area Payroll • New Payroll Personal Payment subject area • Support Recurring Element Entry(new) Time and Labor • Add new Reported and Processed time cards subject area(new) Security Enhancement • Sensitive PII information restricted to HR Analyst and Line Manager can no longer see sensitive data, i.e. driver license, personal address, passport and work permit, etc. New 20 Sample OTBI reports Core HR • Add Person DFF in worker relationship • Add collective agreement reporting(new) • Support organization hierarchy (new) • Support Worker Contact Phone, Address and National ID Time & Labor • Add time & labor worker schedule(new) • Add time & labor custom time attributes • Add pay time type details & costing(new) • Add historical time reporting subject area(new) Talent Management • Add performance rating dimension in person profile subject area • Add new subject area for career development(new) • Add evaluation manager in performance document status subject area • Add performance management eligibility profiles subject area(new) • Allow reporting on incumbents in position based succession plans Payroll • Add User Defined Table subject area(new) • Add Time Card Required and Overtime Period to the Worker Payroll folder Benefits • Add Benefit Action Type to Benefits Action Items Subject Area Core HR • Support non-primary assignment in Worker Relationship(new) • Add Grade ladder attributes for Position • Add missing attributes Absence • Support Qualified Entitlement Plans, i.e. FMLA Benefits • Add coverage Start and Through Dates • Add Benefit enrollment pending and suspension attributes • Add Certification received and denied dates • Add Person habits in Enrollment subject area(new) Compensation • Support workforce compensation matrix manager(new) Payroll • Add Payroll Balance reporting(new) • Add deduction card reporting(new) • Add payroll payment data(new) Talent Management • Add missing attributes for performance & goal, person profile, model profile and talent review Learning • Add new Social Learning subject area(new) Recruiting • Add new Recruiting subject areas(new) Current State Release 10 Current Release +1 Current Release +2 Core HR • New workforce prediction subject area(new) • Support 3-tier employment model reporting(new) • New user security subject area(new) Benefits • Report benefit setup data(new) • New employer contribution rep(new)ort Talent Management • Support configurable axes in talent review • Add questionnaire potential assessment reporting(new) • New succession lineage report(new) Learning • Enhance Learning subject area • New Learning dashboard(new) Recruiting • Enhance recruiting subject area • New recruiting dashboard(new) Time & Labor • Add Time Collection Device Reporting(new) • Add Saved Repository Messages for reporting(new) • Support all time entry statuses (not the selected few) • Add Missing Time Card Report(new) Future Directions Post 12 month planning cycle The content of this slide 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.
  90. 90. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Reporting Roadmap: Oracle ERP Cloud - Financial and Projects Oracle Confidential 109 Financial • Budgetary Control [New] • Receivables - Customer Attributes [New] • Vendor Revenue Management [New] • Enhanced Payables subject areas to enable reporting against consigned inventory, line level approvals, employee bank details, tax and tax withholding, cross BU, third party payments, and pre-payment transactions. • Enhanced AR subject areas to include additional customer/account. and cross BU receipt application. • Enhanced General Ledger Balances subject area to include budget amounts. • Enhanced Revenue Management including additional attributes on pricing element, source document lines, and MEA adjustment history. Projects • Capital Projects (CIP) [New] • Project Hierarchy (Enterprise Planning Structure ) [New] • Resource Management: Utilization [New] • Grants Awards [New] • Project Resources [New] • Deliverables [New] • Non Project Task [New] • CRM Integration [New] • Additional sample reports for new and existing subject areas Financial • Expenses subject areas with 8 pre- defined dashboards [New] • Landed Cost Projects • Project Change Orders [New] • Project Requirement [New] • Additional attributes to existing subject areas, such as start/end dates to resources and resources pools, and additional work items to Deliverables . Financial • OBIA Data Security VO on ATG objects • BI Extender Improvements • Reconciliation Report Drilldown Scalability • Usability Improvements for Assets (Phase I) • Usability Improvements for General Ledger • Expose missing DFF in OTBI • Expose WHO columns (Phase I) • Performance Tuning of subject areas • Unsecured VOs required for OBIA Projects • Event subject area with sample reports.[New] • Financial Progress reporting • Enhance DFF attributes in Project and Task. • Budget vs. actual reporting at the resource level including resource hierarchy ,cost, revenue, and budget subject areas with sample reports. • Add DFFs to Event folder. • Project Management - Project Issues • Add department dimension to Resource Management . • Invoice tieback with external system – changes to invoice subject area. Current State/ Release 10 (Q1 FY16) Current Release +1 Current Release +2 Financial • Usability Improvements for Assets (Phase II) • Improvements in Revenue Mgmt OTBI • Improvements in Public Sector OTBI • Usability Improvements for Sub-ledger Accounting • Usability Improvements for Cash • Customer Pre-payment • Credit Management • Acknowledgements • Payables Processing for Brazil • CCA/Group Depreciation • Payables Payment Value Date for Italy • Budgetary Control: Grants, Awards, PPM integration for Procurement. • Enhanced Vendor Revenue Management to include bill-to and ship-to customer at header and line level. Projects • Enhance Project Invoice subject area. • Project Hierarchy subject area enhancements with sample reports. • Project performance reporting subject area based on Hyperion cube [New] • Executive Dashboard [New] Future Directions Post 12 month planning cycle The content of this slide 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.
  91. 91. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Reporting Roadmap: Oracle ERP Cloud – Supply Chain & Procurement Oracle Confidential 110 Procurement • Introduced new OTBI subject area for Spend Analysis • Generic Contracts support • Sourcing Enhancements –surrogate bidding, two stage bidding, negotiations and awards approvals • Uptake Supply Chain Financial Orchestration (SFO) flows • Uptake consigned Inventory flows Supply Chain • DOO Party layer uptake • Uptake Supply Chain Financial Orchestration (SFO) flows • Uptake Consigned Inventory flows for Inventory and Costing Innovation Management • Introduced two new OTBI subject areas to extend the real time analytics for innovation management to include Ideation and Requirements Specification Procurement • Supplier Qualification [New] • SQM Sourcing Uptake • Shipping Method attributes • Drop-ship and back to back order flows • Supply Chain Integration • Sourcing Projects • Alternate Bids • Supplier registration approval history Supply Chain • Enhanced support for ATO/CTO/PTO models in DOO • Support drop ship, back to back and internal material transfer flows Manufacturing [New] • Work Order execution - introducing four new subject areas Innovation Management • Introduce three new subject areas for Proposals, Concepts and Portfolios Product Information Management • PIM EFF support for Item, Item Revision and Item Supplier Procurement • Internal initiatives to improve cross subject area reporting capabilities Supply Chain • Distributed Order Orchestration is being renamed as Order Management. Update OTBI content to reflect the rebranding for consistency Current State/ Release 10 (Q1 FY16) Current Release +1 Current Release +2 Procurement • Sourcing enhancements • Grants Accounting, Budgetary Control • CMK uptake for outbound messages • Change order content split Supply Chain • Standard Cost planning and cost accounting for manufacturing Manufacturing • Work Order execution enhancements, including pre-seeded reports and KPI’s • Cross entity analysis between Manufacturing and Product Development Product Information Management Introduce two new OTBI subject areas for Item Class and Audit Trail Innovation Management • Data Composer support for existing content • Integration with Agile PLM Quality [New] • Supplier Quality Analysis • - Production Quality Analysis • - Item Quality Analysis • - Customer Quality Analysis Pricing [New] Future Directions Post 12 month planning cycle The content of this slide 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.
  92. 92. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Reporting Roadmap: Oracle CX Cloud - Sales OTBI Oracle Confidential 1 Sales • Lead Product, Lead Contact, Lead Ter- ritory, Lead Resource subject areas [New] • Opportunity Territory subject area [New] • Account Classification subject area [New] • Partner Members subject area [New] • Enhanced Deal Registration subject area and added 2 new reports • Enhanced Opportunity Assessments subject area and added 1 new report • Enhanced Leads Pending Distribution subject area and added 2 new reports • CRM Pipeline, CRM Sales Activity, CRM Oppty Assessments and CRM Sales Forecasting – 10 new reports • Incentive Compensation – 9 new reports • Recurring Revenue metrics – added to supported subject areas • Partner attributes – enhanced coverage for supported subject areas • Applied Context Sensitive Data Security to 11 reports • Enhanced Opportunity & reference data reporting for Multiple Business Units • Added 4 reusable canned queries for customers to better filter reports for specific use cases • BI MAD integration [New] • 10 CRM subject area documents [New] Sales • Partner Hierarchies subject area and 1 new report [New] • Customer Assets subject area [New] • Contact Notes subject area [New] • Customer Notes subject area [New] • Contact Relationships subject area [New] • Customer Relationships subject area [New] • Partner Relationships subject area [New] • Partner Relationship Management – 12 new reports • Customer Assets – 2 new reports • Custom Long-Text Fields – added to supported subject areas • Grant PRM roles access to Sales subject areas • Introduce Quota as a non aggregated metric in Resource and Territory Hierarchy for supported subject areas Sales - Horizontal • Market Development Fund Requests, Claims & Budget subject areas [New] • Partner Business Plan & Business Plan Objectives subject areas [New] • Partner Programs, Tiers, Enrollments, Benefits & Entlmnts. sbjct areas [New] • Partner subject areas – 8 new reports • Add Geo Zone to Partner subject areas • Enhanced Customer and Contact attribute reporting • Back port selected content to R11 Sales – Verticals [New] • Consumer Goods • Telecommunications Current State/ Release 10 (Q1 FY16) Current Release +1 Current Release +2 Sales – Content Coverage Enhancements • Account Assessments, Lead Assessments & Partner Assmnts. subject areas [New] • Opportunity Notes, Lead Notes and Competitor Notes subject areas [New] • References subject area [New] • Add new Asset and Activity attributes • Unpublished Quota Metric Enhancement • Unit-Level Forecasts Sales – Other Horizontal Projects • Quota Attainment – Territory & Resrc. • Partner Opportunity M:M support • Support “Act-As” delegation in OTBI • Uptake high-priority Enhancement Rqsts • Usage Reporting (discussion) Sales – Verticals • Retail Finance [New] • High-Tech Mfg. [New] • Consumer Goods – Phase 2 • Telecommunications – Phase 2 Future Directions Post 12 month planning cycle The content of this slide 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.
  93. 93. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | OTBI-Enterprise: Current Release and Roadmap Oracle Confidential 112 OTBI-Enterprise for HCM • Connectors for Core HR and Talent Management (Recruiting) • Content coverage across the breadth of Oracle HCM content • Role based dashboards for CHRO • 500+ key HCM metrics • Initial support for EFF cascade and automatic extension* • Cross-source analytics for financial and payroll data* • Fully automated provisioning, upgrades and patching. • Connectors for EBS, PSFT and other systems to feed data* • Updated training, user guides and documentation * requires connectors that will be released incrementally during the the next period OTBI-Enterprise for HCM • Updates for Oracle HCM content expansion • External connector capability expansion • Improve security integration (SSO / Role Management / Data security) • Data load health checks improvements • Embedded reports into HCM User experience • HCM Insights OTBI-Enterprise for ERP • Content coverage for Finance, Projects and Procurement • 300+ key Finance metrics • Enable External Data upload capabilities • Support DFF / KFF cascade and automatic extension • Connectors for EBS, PSFT and other systems to feed data OTBI-Enterprise General Expansions • Introduce Visual Analysis and Data Mashup capabilities • Benchmarking for Financials via XBRL • Advanced Analytics modules in each pillar (ex: Risk management, predictive analytics) • Usage and performance tracking • Improved security integration and synchronization • Further external connector certifications and capability expansion Current State Release 10 Current Release +1 Current Release +2 OTBI-Enterprise General Expansions • Expanded Cloud Adaptor support • Data as a Service Support • Expanded Advanced Analytics modules • Extensibility of core shipped content models for new/modified metrics, new/modified dimensions Future Directions Post 12 month planning cycle The content of this slide 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.
  94. 94. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 113

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