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Bi keynote

  1. 1. Oracle EPM&BI Driving Management Excellence Szabolcs Radnai | Oracle EE – BI BDM
  2. 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. 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. 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. 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. 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
  8. 8. Management Excellence Delivered Gain to Investigate Design Plan Analyze Record Sustain to Invest to Decide to Act to Adjust to Report 8
  9. 9. Extreme Intelligence Disk to Dashboard - Complete, Open, Integrated • Performance Management Applications • Business Intelligence Applications • Business Intelligence Technology • Oracle Database & Middleware • Exadata Database Machine
  10. 10. 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
  11. 11. Oracle Positioned in Leaders Quadrants 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
  12. 12. 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.
  13. 13. 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
  14. 14. 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
  15. 15. 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
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. 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
  21. 21. 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
  22. 22. 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
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. 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
  27. 27. 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
  28. 28. Embedded Directly in Applications Pervasive Deployment E-Business Suite PeopleSoft Siebel
  29. 29. 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
  30. 30. 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
  31. 31. 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
  32. 32. 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
  33. 33. 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
  34. 34. 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
  35. 35. 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
  36. 36. 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
  37. 37. 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
  38. 38. 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
  39. 39. 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
  40. 40. 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
  41. 41. Complete BI & EPM OBI-Apps Hyperion OBIEE ESSBASE 42
  42. 42. 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