Financial Analytics for PeopleSoft Financial

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In an ever-competitive market, actionable insight for quickly making decisions is key to extracting more value from existing investments and increasing visibility into business performance. Which are your most profitable customers? What is your cash flow position and days sales outstanding? Can you easily track cost variances and overhead by cost center, product, and location? What operating expenses are over budget? In this session, through real-world customer examples, you will learn how you can leverage Oracle Financials analytics to increase business performance. Plus get a firsthand view of what's new in Oracle Fusion Applications and learn how Oracle Business Intelligence Applications can help you get Oracle Fusion-ready.

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Financial Analytics for PeopleSoft Financial

  1. 1. 1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  2. 2. ORACLE PRODUCT LOGO Financial Analytics for PeopleSoft Financials Mauricio Alvarado, Product Management and Strategy, Oracle Philip L. Rencher, Corporate Financial & Marketing Systems, FedEx2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  3. 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. 4. Program Agenda •  Oracle BI Applications Overview •  Oracle Financial Analytics •  BI Applications for Fusion •  Analytic Applications for PeopleSoft at FedEx •  Q&A4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  5. 5. Oracle BI Applications Overview5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  6. 6. Oracle BI Applications Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, SAP and more•  Add insight to CRM and ERP applications•  Tight integration with OLTP systems•  Easy to adapt and extend•  Works with existing IT environment•  Fast time to value; Low TCO•  Over 3,000 customers6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  7. 7. Oracle BI Applications Analysis Spanning Heterogeneous Sources in a Conformed Model Marke7ng   Procurement  and   Financials   Spend   Sales   Price   Projects   Service  and     CRM Human  Resources   ERP Contact  Center   ANALYTICS ANALYTICS Product   Customer  Data   Informa7on   Management*   Supply  Chain  &   Loyalty   Order  Management   Management*   ORACLE  BI  FOUNDATION   AND OTHER OPERATIONAL AND ANALYTIC SOURCES* New for Fusion Applications 7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  8. 8. Alignment across the Enterprise Integrated Best Practice Analytics Front Office Back Office Marketing Impact of product mix and Financials discounts on revenue andCustomers margins Sales Projects Suppliers Correlation between Loyalty training & compensation Human Resources and worker productivity Visibility into supply chain Procurement and Price enabling delivery of the Spend perfect order Service and Supply Chain & Contact Center Complete visibility across Order Management value chain to better manage supply and Customer Data demand fluctuations Product Information Management Management 8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  9. 9. 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 ü Faster deployment & Dashboards ü Lower TCO ü 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 9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  10. 10. Oracle’s Enterprise Performance Management System Complete. Open. Integrated.BI  /  EPM   Planning  &   Strategy   Apps   Forecas*ng   Management   CRM   Industry   ERP  Analy*cs   Analy*cs   Analy*cs   Financial  Close  &   Profitability   Repor*ng   Management   Interactive Query & Analysis Dashboards Scorecards Reports & Publishing Office Search Detect & Alert Embedded MobilePlaDorm  BI/EPM   Common  Enterprise  Informa*on  Model   Dimension   BI  Server   Essbase   Management   Predic*ve  Analy*cs   OLTP & ODS Data Warehouses Exadata OLAP Packaged Unstructured & Excel BusinessSources   Systems Data Marts Sources Applications Semi- XML/Office Processes Data   (Oracle, SAP, Others) Structured 10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  11. 11. Oracle Financial Analytics11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  12. 12. Example of Business Questions Supported How’s the revenue and How does my companys operating expenses as results compare to the compared to the plan? previous quarter? Are expenses under control? [Source: Procurement]How well are we meeting our financial goals and increasing shareholder value? What are the top 10 revenue contributing products with Margins? What are our top service sales opportunities? Who are my top 10 [Source: CRM] customers by Operating Profit? 12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  13. 13. Oracle Financial Analytics Comprehensive View of Financial Performance General Ledger & Profitability Analytics •  Incorporates detail-level general ledger transactions and cash flow analysis across locations, customers, products, sales territories, distribution channels, and business units •  Identifies the customers and transactions that are providing maximum profits by product, location, department, and geographic detail. When combined with Marketing Analytics, it enables analysis of Campaign ROI and assists in customer segmentation Payables Analytics •  Provides visibility into payments due to suppliers and expense line detail so managers can manage cash outflows and control expenses. When combined with Procurement & Spend Analytics, it allows full procurement analysis from Requisition to Check Receivables Analytics •  Monitors collections processes to show what customers buy and how they pay, enabling managers to identify overdue balances and other receivables bottlenecks. When combined with Sales Analytics and Supply Chain & Order Management Analytics, it enables more efficient management of the entire Lead to Cash process.13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  14. 14. Business  Func*on:  Receivables   Example Decision Workflow Role:  Director, Credits and Collections     Objec*ves:   –  1) Maximize Cash Flow –  2) Control Risk of Maximize cash flow Receivables Portfolio   BusinessObjectives / Issues Drill to Detail Is DSO on target? Are overdue balances trending up? How long is the underlying overdue Gain balance pending? Insights Who are the customers and collectors? Drill to overdue invoice detail Take Action Target collection efforts to reduce Overdue balances 14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  15. 15. Financial Analytics Components 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 Executives15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  16. 16. 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 16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  17. 17. BI Applications for Fusion17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  18. 18. BI Applications: Strategic Direction •  New modules: EBS (mfg), SAP (beyond Fin), JDE (mfg) Breadth •  New offerings: Edge and Vertical applications •  New content: Fixed assets, Incentive comp, Benefits admin •  Predictive analytics and forecasting/simulation •  Action Framework Depth •  Collaborative workspaces •  Operational scorecards and KPIs •  Simplified functional setup and configuration TCO Reductions •  Extensibility to make it easy to absorb customizations •  Server ETL for eliminating tedious ETL scripting18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  19. 19. Oracle BI Apps Roadmap Oracle BI Applications Available Oracle BI Apps 7.9.6.3 (OBIEE 11g compatibility) •  Upgraded and certified for OBIEE 11g Oracle BI Apps 11g Unified Release (Fusion + AU) Controlled Availability •  Informatica version Oracle BI Apps 11.1.1.5.1 (Fusion Apps theme) •  Full suite of analytics for Fusion Applications Oracle BI Apps 11g Unified Release (Fusion + AU) •  OTBI – Oracle Transactional BI for Fusion Apps; real-time •  ODI version analytics vs. warehouse based •  Increased depth of existing Apps (predictive analytics, scorecards) •  Combined support for Fusion Apps + Apps Unlimited + SAP + GBUs •  Full uptake of OBIEE 11g, including new capabilities Oracle BI Apps 11.1.1.6 (Fusion Apps theme) •  Financials – Commitment Control & Public Sector Financial/Budget •  Incremental Fusion TCO improvements Analysis •  CxO Dashboards •  Financials – Fixed Assets •  Leverage new BI Foundation “speed of thought” visualizations Oracle BI Applications for SAP Oracle BI Apps 7.9.7.1 (SAP Source) Available •  SAP Procurement & Spend Oracle BI Apps 7.9.7 (SAP Source) •  SAP Supply Chain & Order Management •  SAP Financials •  Localization, translation •  ETL through ODI •  ETL through ODI"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" 19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  20. 20. BI in Fusion Applications Solution Approach Comprehensive Coverage 1. Real-time, self-service reporting 2. Historical and complex analysis with a data warehouse 3. Domain-specific, specialized analytics Key Features •  Consistent user experience –  Identical tabular, graphical and visualization components used throughout •  Common semantic model –  Unified definition of key entities—Customer, Invoice, Date, Account, etc.—and calculations •  Tight integration with Fusion Applications –  Pervasive embedded analytics, role-based dashboards, and reports –  Architected for Fusion Apps: seamless integration with flex fields, trees, security, … •  Lower cost of ownership –  Shared installation, improved functional setups, and integrated systems management20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  21. 21. Oracle BI Applications Implementation Strategy Insight for Today’s Applications and for Fusion1.  Add insight layer over existing IT assets –  Use prebuilt BI Apps to implement quickly and follow best practices –  Start with a single area or tackle Oracle EBS FIN several in parallel Oracle Projects –  Also build custom analytic apps as necessary Oracle BI Applications2.  Benefit from enterprise-wide analysis as you broaden your PeopleSoft HR Other Apps implementation3.  Incorporate Fusion Apps using same architecture and Oracle Fusion Applications technology 21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  22. 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 Financial Performance OBIA Data Warehouse•  Ensure that ETL payments to key Periodic Updates suppliers do not run overdue and Legacy & cause supply PSFT FIN 3rd Party chain issues 22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  23. 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 Financial Real-Time reporting in a Performance OBIA Data Warehouse Queries single user interface•  Ensure that ETL payments to key Periodic Updates BI View Objects •  Integrated with suppliers do not Oracle’s next- run overdue and generation Fusion Legacy & Financial cause supply PSFT FIN Fusion FIN 3rd Party chain issues Management 23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  24. 24. Analytic Applications for PeopleSoft at FedEx24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  25. 25. 25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  26. 26. 26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  27. 27. 27 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  28. 28. 28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  29. 29. 29 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  30. 30. 30 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  31. 31. 31 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  32. 32. 32 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  33. 33. 33 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  34. 34. 34 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  35. 35. 35 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  36. 36. BI Applications Demo Booths36 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  37. 37. BI Applications Demo Pods Demo Pod Exhibit Hall (Pod #) Human Resources Analytics Moscone South (S278) Supply Chain and Order Management Analytics Moscone South (S276) CRM Analytics Moscone South (S281) Financial Analytics Moscone South (S279) Procurement and Spend Analytics Moscone South (S280) Project Analytics Moscone South (S277) Oracle EPM and BI Applications Dynamic Duo Moscone West (W134) BI Applications Hands On Lab (HOL) Transform Oracle Applications Data into Insights with Oracle Marriott Marquis - Salon 5/6 Business Intelligence Applications37 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  38. 38. 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)38 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  39. 39. BI Applications Demo Pods – Moscone West Oracle EPM and BI Applications Dynamic Duo (W134)39 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  40. 40. Q&A40 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  41. 41. 41 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  42. 42. 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.42 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  43. 43. 43 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  44. 44. 44 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  45. 45. Appendix Q&A45 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  46. 46. BI Applications 7.9.6/7.9.7 – OLTP Coverage Human Supply Chain & Procurement Applications CRM Financials Projects Resources Order Mgmt & Spend EBS R12.1.3 NEW NEW NEW NEW NEW EBS R12.1.2 ü ü ü ü ü EBS R12.1.1 ü ü ü ü ü EBS R12 ü ü ü ü ü EBS 11.5.10 Service only ü ü ü ü ü PSFT 9.1 NEW NEW NEW NEW PSFT 9.0 ü ü ü ü PSFT 8.9 ü ü ü ü JDE E1 9.0 ü ü JDE E1 8.12 ü ü JDE E1 8.11SP1 ü JDE W A9.2 ü Matrix shows operational applications supported by Oracle BI Applications ü ETL. To see which specific operational application modules are supported, SAP ECC 6.0 and by which specific BI Apps, see product documentation SAP R3 4.6c ü Siebel 8.1.1 ü Siebel 8.0 ü Not Applicable Siebel 7.8 ü46 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  47. 47. All Analytic Applications Work on BI Mobile47 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  48. 48. Oracle BI Mobile 11.1.1.5.0 •  Built on OBIEE Foundation •  Employs an embedded Dashboard approach –  Supports Analyses, Dashboards, Publisher Reports, Action Framework, Scorecards, Alerts, Catalog Search •  Zero training to interact with data on mobile devices •  Gestural interactions, orientation recognition, and layout optimizations for tablet and smartphone platforms •  Technical –  Available from Apple iTunes App Store –  Devices supported: iPhone 3GS, 4, iPad –  Hybrid Application •  Employs Webkit layout engine •  Wrapped in a native iOS shell –  Integrated Security (SSL and SSO)48 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  49. 49. 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 & Financial 3rd Party Fusion FIN Management49 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

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