Oracle EPM/BI Overview


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It explains the basic principles of data warehousing, revealing the secrets of core concepts such as OLAP, dashboards, reporting tools, performance management, budgeting and strategy.

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Oracle EPM/BI Overview

  1. 1. Oracle’s EPM System and Strategy Wishtree Technologies
  2. 2. Agenda <ul><li>Oracle’s EPM System Vision </li></ul><ul><li>Oracle/Hyperion Product Integration Strategy </li></ul><ul><li>Driving Customer Value </li></ul><ul><li>Summary and Questions </li></ul>
  3. 3. Enterprise Performance Management Market Drivers Alignment Predictability Consistency Transparency Immediacy
  4. 4. Financial Performance Management Customer Challenges Planning cycle time Accuracy / Variance Excel errors Level of plan detail Finance productivity Planning & Forecasting Complex financial closing Inconsistent account structure Financial data collection errors Changing disclosures Inefficient filing process Financial Reporting
  5. 5. Business Intelligence Customer Challenges <ul><li>Siloed </li></ul><ul><li>Fragmented </li></ul><ul><li>Inconsistent </li></ul><ul><li>Restricted </li></ul><ul><li>Unintuitive </li></ul>Hasn’t the promise of BI been there for the past decade?
  6. 6. Oracle’s EPM Vision <ul><li>Link strategic goals to operational decisions </li></ul><ul><li>Transform financial management processes </li></ul><ul><li>Monitor execution in real-time </li></ul><ul><li>Deliver consistent, reliable insights to drive action </li></ul><ul><li>Lower costs and reduce system complexity </li></ul><ul><li>Single version of the truth </li></ul>Insight Performance Action Set Goals Plan Monitor Analyze Report Align
  7. 7. The Industry’s First Enterprise Performance Management System <ul><li>Comprehensive </li></ul><ul><li>Hot-Pluggable </li></ul><ul><li>Pervasive </li></ul>Insight Performance Action Set Goals Plan Monitor Analyze Report Align
  8. 8. Introducing: Oracle’s Enterprise Performance Management System Business Intelligence Foundation OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process OLAP Performance Management Applications BI Applications Fusion Middleware Web Office Desktop Mobile Embedded in Applications
  9. 9. Market-leading Suite of Finance and Strategy Performance Management Applications Master Data Business Rules Metrics/KPIs Targets, Plans & Actuals Set Strategic Objectives Corporate Development Treasury Strategies Long-Term Planning Strategic Planning Define Costing Methods Perform Allocations Report & Analyze Define Cost Drivers Cost and Profitability Management Data Cleansing Consolidate Internal Reporting & Analysis External Reporting & Compliance Financial Close Process Cascade Targets Allocate Resources Forecasting Detailed Budgeting Planning and Budgeting
  10. 10. Most Complete Suite of BI Applications Other Operational & Analytic Sources Oracle BI Suite Enterprise Edition Prebuilt adapters: Sales Service & Contact Center Marketing Order Management & Fulfillment Supply Chain Financials Human Resources Pipeline Analysis Triangulated Forecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle Time Analysis Lead Conversion Employee Productivity Compensation Analysis HR Compliance Reporting Workforce Profile Turnover Trends Return on Human Capital A/R & A/P Analysis GL / Balance Sheet Analysis Customer & Product Profitability P&L Analysis Expense Management Cash Flow Analysis Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability Employee Expenses BOM Analysis Order Linearity Orders vs. Available Inventory Cycle Time Analysis Backlog Analysis Fulfillment Status Customer Receivables Campaign Scorecard Response Rates Product Propensity Loyalty and Attrition Market Basket Analysis Campaign ROI Churn Propensity Customer Satisfaction Resolution Rates Service Rep Effectiveness Service Cost Analysis Service Trends Travel & Trans Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector
  11. 11. Hot-Pluggable With Existing IT Investments Oracle Enterprise Performance Management System Oracle Business Intelligence Foundation Any JSR 168 Portal Oracle Data Mining, SPSS, SAS Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards .. Excel, Outlook, Lotus Notes .. Portals Data Mining Applications Desktop Tools Security Data Access Data Integration Oracle Kerberos iPlanet MSFT AD Novell Custom Others .. Oracle Data Integrator (Sunopsis) Oracle Warehouse Builder Informatica Ascential Others .. Oracle RDBMS Oracle OLAP Option Microsoft SQL Server & Analysis Services IBM DB2 Teradata Essbase SAP BW XML, Excel, Text Others ..
  12. 12. Pervasive Information Access Through a Unified BI Foundation Search Ad-hoc Analysis Interactive Dashboards Proactive Detection and Alerts MS Office & Outlook Integration Reporting & Publishing Disconnected & Mobile Analytics Multidimensional Calculation and Integration Engine Integrated Security, User Management, Personalization Intelligent Request Generation and Optimized Data Access Services Common Enterprise Information Model Desktop Gadgets OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process OLAP
  13. 13. Customer Benefits <ul><li>Faster Close & Financial Planning Cycles </li></ul><ul><li>Improve Confidence and Predictability </li></ul><ul><li>Aligns Decisions with Strategic Goals </li></ul><ul><li>Compare Operational Results to Plans in Real Time </li></ul><ul><li>Drive Insight to Action </li></ul><ul><li>With Lower Cost & Less Complexity </li></ul>
  14. 14. <Insert Picture Here> Hyperion/Oracle Product Integration Strategy
  15. 15. Product Integration Milestones 1 Align and Certify 2 Unify and Integrate 3 Extend and Evolve
  16. 16. Product Integration Milestones <ul><li>Align browser, JDK, OS, Processor Coverage </li></ul><ul><li>Align Language Support & Internationalization </li></ul><ul><li>Align Security & 802.11 Compliance </li></ul><ul><li>Certify with 11gR1 Database </li></ul><ul><li>Certify with 10gR3 Fusion Middleware </li></ul><ul><li>Align License Keys to Oracle Practices </li></ul><ul><li>Re-brand GUI and Documentation </li></ul>1 Align and Certify
  17. 17. Product Integration Milestones <ul><li>Common User Interface & Workspace </li></ul><ul><li>Common Identity Management </li></ul><ul><li>Common Application Server </li></ul><ul><li>Common Data Integration </li></ul><ul><li>Common Data Access & Search </li></ul><ul><li>Interoperability across BI Foundation </li></ul><ul><li>Integrated Access to Applications </li></ul>2 Unify and Integrate
  18. 18. Product Integration Milestones <ul><li>Evolve Enterprise Information Model to support Financial Performance Management Applications </li></ul><ul><li>Semantic layer calculation extensibility </li></ul><ul><li>Extend integration between Hyperion Planning and Oracle Operational BI Applications </li></ul>3 Extend and Evolve
  19. 19. <Insert Picture Here> Driving Customer Value
  20. 20. Financial Performance Management Product Strategy <ul><li>Expand EPM System common components </li></ul><ul><li>Continue Hyperion application innovation </li></ul><ul><li>Lower TCO through better integration </li></ul><ul><ul><li>Oracle platform and applications </li></ul></ul><ul><ul><li>SAP R/3 and BW </li></ul></ul><ul><li>Introduce new packaged applications </li></ul><ul><li>Support and migrate existing Oracle and PeopleSoft customers </li></ul>Financial Performance Management Applications Operational BI Applications Business Intelligence Foundation Web Office Desktop Mobile Embedded
  21. 21. EPM Workspace Integrates Management Processes into a Common Environment <ul><li>Single sign on </li></ul><ul><li>Planning and HFM process integration </li></ul><ul><li>User interface filtered by security </li></ul><ul><li>Tabbed view of content </li></ul><ul><li>One place for applications, reporting and administrative content </li></ul>
  22. 22. EPM Architect Unifies Application Creation and Deployment Dimension Library Common, extensible components Dimension Mapping Link Applications Data Synchronizer Process Synchronizations Application Library One Control Center
  23. 23. SmartSpace Gadgets Bring Management Processes to the Desktop
  24. 24. Hyperion Financial Management <ul><li>Simple to Customize </li></ul><ul><li>Easy to Integrate </li></ul><ul><li>Financial Data Quality </li></ul><ul><li>Complete Audit Trails </li></ul><ul><li>Flexible Workflow </li></ul><ul><li>Powerful Reporting </li></ul><ul><li>Finance owned & operated </li></ul>#1 Financial Consolidation, Reporting & Analysis <ul><li>Confidence in the numbers </li></ul><ul><li>Reduce cycle time </li></ul><ul><li>Automate collection & validation </li></ul><ul><li>Lower cost of compliance </li></ul><ul><li>Speed and agility </li></ul>BENEFITS FEATURES
  25. 25. Manage Your Financial Close from a Common EPM Workspace Hyperion Financial Management
  26. 26. Improve Finance Productivity and Shorten SEC Filing Process with XBRL Hyperion Financial Management <ul><li>Capabilities </li></ul><ul><ul><li>Support for XBRL 2.1 Specifications </li></ul></ul><ul><ul><li>Support for schema, context and units </li></ul></ul><ul><ul><li>Define any text in report as XBRL fact </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Improves transparency </li></ul></ul><ul><ul><li>Eliminates rework and potential for errors </li></ul></ul><ul><ul><li>Compliance with SEC Voluntary Filing </li></ul></ul>
  27. 27. Integrated Governance Risk and Compliance Hyperion Financial Management Hyperion Financial Data Quality Management XBRL/SEC Financial and Mgmt. Reporting ERP: Oracle, SAP, Legacy, Other Infrastructure Services Tax Filing Oracle GRC Manager Reconciliations CFO Dashboard Tax Calculations Transactions Oracle/Hyperion CFO CIO Reporting Application Configuration Controls Application Access Controls Partner
  28. 28. Roadmap Focus on EPM System, ERP Integration and Scalability <ul><li>Hyperion Financial Management – </li></ul><ul><ul><li>EPM Architect Enhancements </li></ul></ul><ul><ul><ul><li>Common Calc Manager </li></ul></ul></ul><ul><ul><ul><li>Lifecycle Management </li></ul></ul></ul><ul><ul><li>Delegated User Management & Admin </li></ul></ul><ul><ul><li>64 Bit Platform Support </li></ul></ul><ul><ul><li>Reporting Accelerator </li></ul></ul><ul><li>Oracle Platform Integration </li></ul><ul><ul><li>Identity Management, Portal, BI Tools </li></ul></ul><ul><ul><li>Drill-back to transactional systems </li></ul></ul><ul><ul><li>Integration with Oracle GRC offerings </li></ul></ul>
  29. 29. Hyperion Planning <ul><li>Strategic Planning </li></ul><ul><li>Modeling & Simulation </li></ul><ul><li>What-if Analysis </li></ul><ul><li>Excel Integration </li></ul><ul><li>Enterprise Collaboration </li></ul><ul><li>Native Reporting & Analysis </li></ul>#1 Planning & Budgeting Applications <ul><li>Speed </li></ul><ul><li>Accuracy </li></ul><ul><li>Align finance and operations </li></ul><ul><li>Accountability </li></ul><ul><li>Visibility to past, current and future business performance </li></ul>BENEFITS FEATURES
  30. 30. Capital Expense Planning Application New with Planning <ul><li>Packaged application </li></ul><ul><li>Plan for asset purchases and asset related expenses </li></ul><ul><li>Transfer, retire, and improve assets </li></ul><ul><li>Directly linked to main plan </li></ul><ul><li>Interfaces with external systems </li></ul>
  31. 31. Integrated Business Planning Topology Application Foundation Analysis and Reporting Goal Setting Financial Modeling Financial Planning & Budgeting Strategic Operational Planning Functional Operational Planning Functional Execution Business goals Long Range Targets Annual Targets Operational Policies Execution Plan Execution Status Baseline Plans Aligned Plans Integrated Business Plan Metrics and Scorecards
  32. 32. Interlace Dynamic Planning Server Change Based Modeling Engine Impact Analyzer Scenario Manager Federated Modeling Model Designer Application and Process Layers Strategic Operational Planning Server Planning, Analysis and Reporting Relational Databases (Oracle 9i and 10g, SQL Server) <ul><li>Review exception messages </li></ul><ul><li>Analyze the plan </li></ul><ul><li>Change assumptions </li></ul><ul><li>Evaluate Scenarios </li></ul><ul><li>Approve Changes </li></ul><ul><li>Update Plan of Record </li></ul><ul><li>J2EE based technology </li></ul><ul><li>Data and User driven modeling </li></ul><ul><li>Intelligent Scoping for Recalculation </li></ul>
  33. 33. Planning Roadmap Focuses on EPM System Components and New Planning Modules <ul><li>Hyperion Planning – </li></ul><ul><ul><li>EPM Architect Enhancements </li></ul></ul><ul><ul><ul><li>Common Calc Manager </li></ul></ul></ul><ul><ul><ul><li>Lifecycle Management </li></ul></ul></ul><ul><ul><li>Planning for Banking </li></ul></ul><ul><ul><li>Delegated User Management & Admin </li></ul></ul><ul><li>Hyperion Strategic Finance – </li></ul><ul><ul><li>Smart View Integration Strategic Finance, Performance Scorecard </li></ul></ul><ul><ul><li>Integration with Crystal Ball </li></ul></ul><ul><li>Oracle Platform Integration </li></ul><ul><ul><li>Identity Management, Portal, BI Tools </li></ul></ul><ul><ul><li>Integration with operational planning modules </li></ul></ul>
  34. 34. Hyperion Profitability Management <ul><li>What it does: </li></ul><ul><ul><li>Cost, revenue & profit reporting and analysis </li></ul></ul><ul><ul><li>Cost management: ABC, Traceability Maps </li></ul></ul><ul><ul><li>Profitability by product, customer, region, channel, brand etc </li></ul></ul><ul><ul><li>Customer segment analysis, Customer cost-to-serve </li></ul></ul><ul><ul><li>Profitability planning and resource optimization </li></ul></ul><ul><li>What’s in it: </li></ul><ul><ul><li>Allocation Engine for Costs and Revenues (new) </li></ul></ul><ul><ul><li>Traceability Map (new) </li></ul></ul><ul><ul><li>System 9 Technology (Essbase, Relational Store) </li></ul></ul><ul><ul><li>Web Analysis, Financial Reporting & Visual Explorer </li></ul></ul><ul><ul><li>Pre-defined “templates” for reports/vertical content </li></ul></ul>New Application, Coming Soon
  35. 35. <Insert Picture Here> Oracle BI Foundation
  36. 36. Business Intelligence Foundation Product Strategy <ul><li>Comprehensive BI Foundation </li></ul><ul><ul><li>Common technology for EPM, BI Applications and Data Warehousing </li></ul></ul><ul><ul><li>Single, integrated platform architecture </li></ul></ul><ul><ul><li>Unified enterprise information model </li></ul></ul><ul><li>Pervasive Information Delivery Layer </li></ul><ul><ul><li>Common workspace </li></ul></ul><ul><ul><li>All styles of reporting and analysis </li></ul></ul><ul><ul><li>Range of real-time and event-based capabilities </li></ul></ul><ul><li>Hot-Pluggable with Existing IT Investments </li></ul><ul><ul><li>Transaction systems </li></ul></ul><ul><ul><li>Database </li></ul></ul><ul><ul><li>Middleware </li></ul></ul>Financial Performance Management Applications Operational BI Applications Financial Performance Management Applications Operational BI Applications Business Intelligence Foundation Web Office Desktop Mobile Embedded Web Office Desktop Mobile Embedded
  37. 37. Oracle BI Suite Enterprise Edition Plus Pervasive Information Delivery OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process Financial Performance Management Applications Insight Performance Action Set Goals Plan Monitor Analyze Report Align Hyperion Essbase Oracle BI Server Common Enterprise Information Model
  38. 38. Common Enterprise Information Model Enables Consistency, Security, Reuse, Flexibility Presentation Layer Physical Layer Semantic Object Layer <ul><li>User roles, preferences </li></ul><ul><li>Simplified view </li></ul><ul><li>Logical SQL interface </li></ul><ul><li>Dimensions </li></ul><ul><li>Hierarchies </li></ul><ul><li>Measures </li></ul><ul><li>Calculations </li></ul><ul><li>Aggregation Rules </li></ul><ul><li>Time Series </li></ul><ul><li>Map Physical Data </li></ul><ul><li>Connections </li></ul><ul><li>Schema </li></ul>Role-based views of the information Consistent definition of business measures, metrics, calculations Model once, deploy anywhere Across any data sources
  39. 39. Oracle BI Server Simplified, Powerful, Intelligence Across Sources <ul><li>Simplified business model view </li></ul><ul><li>Advanced calculation & integration engine </li></ul><ul><li>Intelligent request generation and optimized, distributed data access </li></ul><ul><li>Mission critical scalability and performance </li></ul><ul><li>Foundation for all OBIEE presentation services </li></ul>Open SQL Interface Oracle BI EE Presentation Services Other 3 rd Party Tools <ul><li>Oracle BI Server </li></ul><ul><li>Native RDBMS </li></ul><ul><li>Oracle </li></ul><ul><li>SQL Server </li></ul><ul><li>DB2 </li></ul><ul><li>Teradata </li></ul><ul><li>ODBC </li></ul><ul><li>Multi-dimensional </li></ul><ul><li>XMLA </li></ul><ul><li>Oracle OLAP Option </li></ul><ul><li>MS Analysis Services </li></ul><ul><li>SAP BW </li></ul><ul><li>Other </li></ul><ul><li>XML, </li></ul><ul><li>Excel </li></ul><ul><li>Text </li></ul><ul><li>Simplified Business View </li></ul><ul><li>Unified Metadata </li></ul><ul><li>Intelligent Caching </li></ul><ul><li>Advanced calculations </li></ul><ul><li>Aggregate navigation & creation </li></ul><ul><li>Federated query and integration </li></ul><ul><li>Optimized SQL / function shipping </li></ul>
  40. 40. Oracle BI Applications Other Data Sources IVR, ACD, CTI Hyperion MS Excel Syndicated <ul><li>Add insight to CRM and ERP applications </li></ul><ul><li>Easy to adapt and extend </li></ul><ul><li>Tight integration with OLTP systems </li></ul><ul><li>Works with existing IT environment </li></ul><ul><li>Low TCO </li></ul>Oracle BI Applications Order Management & Fulfillment Sales Service & Contact Center Marketing Procurement & Supply Chain Financials Human Resources
  41. 41. Speeds Time To Value and Lowers TCO Build from Scratch with Traditional BI Tools Oracle Analytic Applications Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others Prebuilt DW design, adapts to your EDW Role-based dashboards and thousands of pre-defined metrics Easy to use, easy to adapt Weeks or Months Back-end ETL and Mapping DW Design Define Metrics & Dashboards Back-end ETL and Mapping DW Design Define Metrics & Dashboards Training / Roll-out Training / Rollout Months or Years Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis Oracle Analytic Applications solutions approach: <ul><li>Faster time to value </li></ul><ul><li>Lower TCO </li></ul><ul><li>Assured business value </li></ul>
  42. 42. Essbase is a Core to Oracle’s BI Foundation Richest Business User Experience <ul><li>Superior Tools for the Business User </li></ul><ul><li>Broadest Analytic functionality </li></ul><ul><li>“ Speed of Thought” response </li></ul>Most Highly Advanced Calculation Engine Best Custom Analytic Environment <ul><li>Superior Calculation Power </li></ul><ul><li>Comprehensive library of functions </li></ul><ul><li>Extensive Financial and Time Intelligence </li></ul><ul><li>Optimized Storage </li></ul><ul><li>Enterprise scale Forward Looking applications </li></ul><ul><li>Premium Performance </li></ul>
  43. 43. Hyperion Essbase Product Strategy <ul><li>Enable EPM System </li></ul><ul><li>Foundation for new EPM Applications </li></ul><ul><li>Best Microsoft Office Integration </li></ul><ul><li>Near real-time applications </li></ul><ul><li>Expanded calculation power </li></ul>
  44. 44. Near Real Time Essbase Cubes Hyperion Essbase <ul><li>Trickle Feed into a “persisted” ASO cube </li></ul><ul><ul><li>Disk-based cubes </li></ul></ul><ul><ul><li>With any and all aggregations </li></ul></ul><ul><li>Cube is online through the process </li></ul><ul><ul><li>Read & Write can co-exist with trickle feed </li></ul></ul>
  45. 45. Complete Time Flexibility Hyperion Essbase <ul><li>Supports Any Calendar </li></ul><ul><ul><li>Gregorian </li></ul></ul><ul><ul><li>Retail </li></ul></ul><ul><ul><li>Manufacturing </li></ul></ul><ul><ul><li>Promotion </li></ul></ul><ul><li>Fiscal Year Support </li></ul><ul><li>Time intelligent functions </li></ul><ul><li>A variety of time periods: Day, Week, Month, Quarter </li></ul><ul><li>Years viewed as 12 months or 13 periods </li></ul>
  46. 46. Enhanced Hyperion Essbase Integration Hyperion Interactive Reporting <ul><li>Shared members </li></ul><ul><li>Ragged hierarchies </li></ul><ul><li>Attributes </li></ul><ul><li>Server-side ranking, filtering and sorting </li></ul><ul><li>Dynamic time series </li></ul><ul><li>Advanced member selection </li></ul><ul><li>Duplicate member names </li></ul>
  47. 47. A Q &
  48. 48. Wishtree Technologies [email_address]