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© 2008 Oracle Corporation – Proprietary and Confidential 1
© 2008 Oracle Corporation – Proprietary and Confidential 2
© 2008 Oracle Corporation – Proprietary and Confidential 3
INSTRUCTIONS FOR USE
• PLEASE REMOVE SECTIONS AS NECESSARY TO TAILOR
THIS PRESENTATION TO DIFFERENT AUDIENCES
• For example
• If this is the first exposure to EPM message and BI Applications,
then add more slides in BI Applications Overview section from the
Oracle BI Applications Overview presentation
• If it is more focused on the Supply Chain and Order Management
Analytics product, then you can go with this flow and integrate the
required slides from the other presentations listed below
• You can also pick sections from other related presentations to tailor
the presentation to your audience
• Oracle BI Applications Overview
• Oracle BI Applications Architecture Overview
• Oracle BI Applications Consolidated Data Model
• Oracle BI Applications Integration with Oracle Applications
© 2008 Oracle Corporation – Proprietary and Confidential 4
OTHER RELATED MATERIALS
• Each application has its own presentation
• Oracle BI Applications Overview
• Oracle Financial Analytics
• Oracle Supply Chain and Order Management Analytics
• Oracle Procurement and Spend Analytics
• Oracle Human Resource Analytics
• Oracle Sales Analytics
• Oracle Service and Contact Center Telephony Analytics
• Oracle Marketing Analytics
• There are presentations for specific topics
• Oracle BI Applications Architecture Overview
• Oracle BI Applications Consolidated Data Model
• Oracle BI Applications Integration with Oracle Applications
<Insert Picture Here>
Oracle Supply Chain & Order Management Analytics
Presenter’s Name
Presenter’s Title
© 2008 Oracle Corporation – Proprietary and Confidential 6
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.
Safe Harbor Statement
© 2008 Oracle Corporation – Proprietary and Confidential 7
Agenda
• Oracle Enterprise Performance Management System
• Oracle BI Applications Overview
• Oracle Supply Chain and Order Management Analytics
• Value of Prebuilt Oracle BI Applications
• Customer Success
• Demonstration
• Q&A
© 2008 Oracle Corporation – Proprietary and Confidential 8
<Insert Picture Here>
Oracle Enterprise Performance
Management System
© 2008 Oracle Corporation – Proprietary and Confidential 9
Oracle’s EPM Vision: Extend Operational
Excellence to Management Excellence
Time
Competitive
Advantage
OPERATIONAL EXCELLENCE
MANAGEMENT EXCELLENCE
© 2008 Oracle Corporation – Proprietary and Confidential 10
Enabling Management Excellence
Traditional Performance Management
SMART
AGILE
ALIGNED
© 2008 Oracle Corporation – Proprietary and Confidential 11
Oracle’s EPM System
EPM Workspace
OLTP & ODS
Systems
Data Warehouse
Data Mart
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
OLAP
Fusion Middleware
Business Intelligence Foundation
BI Applications
Performance Management
Applications
© 2008 Oracle Corporation – Proprietary and Confidential 12
<Insert Picture Here>
BI Applications Overview
© 2008 Oracle Corporation – Proprietary and Confidential 13
“The majority of customers are purchasing and
implementing BI and CPM as disparate point solutions,
which weaken their ability to achieve pervasive BI or to
link BI platform and CPM suites capabilities into an
integrated continuum to drive business transformation
from the strategic level to the process level”
Source: Employ a Coordinated Approach to BI and CPM, April 2007
What Gartner Is Saying
© 2008 Oracle Corporation – Proprietary and Confidential 14
Comprehensive BI Applications
EPM Workspace
OLTP & ODS
Systems
Data Warehouse
Data Mart
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
OLAP
Fusion Middleware
Business Intelligence Foundation
Performance Management
Applications
Sales
Service Marketing Supply Chain & Order Mgmt
BI APPLICATIONS
Procurement & Spend
HR
Finance
Contact Center
© 2008 Oracle Corporation – Proprietary and Confidential 15
Enabling the Insight-Driven Enterprise
1. Empower Everyone – Every person is provided with relevant,
complete and consistent information tailored to their function
and role.
2. Provide Real-time Intelligence – Deliver insight that predicts
the best next step, and deliver it in time to influence the
business outcome
3. Use Insight to Guide Actions – lead people to take action
based on facts to optimize decisions, actions and customer
interactions
Becoming an insight-driven enterprise will drive the next level of
value creation and competitive advantage for organizations.
© 2008 Oracle Corporation – Proprietary and Confidential 16
Oracle BI Applications
Complete, Pre-built, Best Practice Analytics
Travel
& Trans
Auto
Comms
& Media
Complex
Mfg
Consumer
Sector
Energy
Financial
Services
High
Tech
Insurance
& Health
Life
Sciences
Public
Sector
and Other Operational
& Analytic Sources
Source adapters:
Sales Marketing
Procurement
& Spend
Supply Chain
& Order
Management
Financials
Human
Resources
Pipeline
Analysis
Forecast
Accuracy
Sales Team
Effectiveness
Up-sell/
Cross-sell
Cycle Times
Lead
Conversion
Employee
Productivity
Compensation
Compliance
Reporting
Workforce
Profile
Retention
Analysis
Return on
Human Capital
General
Ledger
Accounts
Receivable
Accounts
Payable
Cash Flow
Profitability
Expense
Management
Revenue and
Backlog
Inventory
Fulfillment
Status
Customer
Status
Order
Cycle Time
BOM
Analysis
Direct / Indirect
Spend
Buyer
Productivity
Off Contract
Purchases
Supplier
Performance
Purchase
Cycle Time
Employee
Expenses
Campaign
Effectiveness
Customer
Insight
Product
Propensity
Loyalty &
Attrition
Market Basket
Analysis
Campaign
ROI
Service &
Contact
Center
Service
Effectiveness
Customer
Satisfaction
Resolution
Rates
Service Rep
Efficiency
Service Cost
Churn &
Service Trends
Oracle BI Suite Enterprise Edition Plus
© 2008 Oracle Corporation – Proprietary and Confidential 17
<Insert Picture Here>
Oracle Supply Chain and
Order Management Analytics
© 2008 Oracle Corporation – Proprietary and Confidential 18
Companies Struggle to Improve Supply Chain
and Order Management Performance
KEY CHALLENGES EXAMPLES
Lack of visibility into
order to cash process to
help eliminate bottlenecks
• Poor understanding of variances across the process
• Little visibility into cycle times and process bottlenecks
• Limited information on payments, outstanding balances, etc.
• No knowledge of Operational, Financial, Delinquent backlogs
No insight into revenue
lost due to cancellations
and returns
• Poor visibility of products that often result in returns
• Lack insight into reasons for order cancellations
• Unable to identify reasons for customer returns
Unable to identify top
orders in backlog to
improve revenue
recognition
• No knowledge of critical orders that are stuck
• Poor visibility into customers with greatest overdue balance
• Inability to clear backlog of orders
• No insight into fulfillment stage that is most troublesome
Lack of Inventory Visibility
to Improve Return on
Assets
• Unable to improve asset utilization with optimal inventory
• Need to deliver “perfect” orders while minimizing inventory
• Inability to anticipate stock-out & excess inventory situations
• Lack of visibility into enterprise-wide inventory status
© 2008 Oracle Corporation – Proprietary and Confidential 19
Supply Chain & Order Management Analytics
Provides Insight to drive Revenue Recognition
ANALYSIS & METRICS BENEFITS
Order Effectiveness
• Accelerate the order to cash process
through more effective order fulfillment
• Spot troubled orders in backlog
• Identify product flaws to reduce returns
and cancellations
• Focus collection efforts on customers with
large overdue balances
• Increase customer satisfaction through
on-time delivery
• Better manage sales cycle for faster
revenue recognition
• Discover process bottlenecks
Inventory Visibility
Customer Performance
Employee Performance
Fulfillment Efficiency
• Top 10 orders
• Average order size
• Order/Invoice revenue
by sales organization
• Order revenue by product
• Average products per order
• Order/Invoice revenue trend
• Discount trend
• Inventory by location
• In-transit amounts and
reorder quantities
• Inventory movements ,
unit and group costs
• Issue vs receipt quantity
• Available, blocked and
inspection quantities
• Replenishment, restricted &
returned quantity
• Customer scorecard
• Recent customer orders
• Top customers
• Number of new and lost
customers
• Recent customer invoices
• Employee order /
Invoice revenue
• Top performers
• Employee avg order discount
• Orders not fulfilled
• Backlog trends
• Return amount trend
• Current unscheduled,
blocked backlog
• Shipping performance trend
• Largest overdue balances
• Backlog by location/product
• Ship to bill days aging
• Top cancelled/blocked orders
© 2008 Oracle Corporation – Proprietary and Confidential 20
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
2
Order Management Analytics
Foundation application module that provides insight into critical Order
Management business processes and key information, including Orders,
Invoices, G/L Revenue, sales effectiveness and customer scorecards
Order Fulfillment Analytics
Provides complete analysis of every step in the back-office sales
processes from Order to Cash, enabling companies to respond more
quickly to customer issues and resolve them before they become
problems
Oracle Supply Chain and Order
Management Analytics
Complete Solution for Insight into the Order to Cash Process
Inventory Analytics
Incorporates analysis of the inventory held by an organization, bill of
materials, inventory movements in, out and through production or storage
location, and understand customer and supplier returns. Optimized
inventory levels, maximize customer sales through product availability
© 2008 Oracle Corporation – Proprietary and Confidential 21
…add Oracle Sales Analytics for Complete Contact to Cash
Oracle Sales Analytics
Analyze pipeline opportunities and forecasts to determine actions
required to meet sales targets. Determine which products and customer
segments generate the most revenue and how to effectively cross-sell
and up-sell. Understand which competitors are faced most often and how
to win against them
Oracle Supply Chain and Order
Management Analytics
© 2008 Oracle Corporation – Proprietary and Confidential 22
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Value of Prebuilt BI Applications
© 2008 Oracle Corporation – Proprietary and Confidential 23
 Gain visibility and insight into business
performance, processes, and customers
 Better decisions, actions, control at all levels
 Respond faster to opportunities and threats
 Identify and replicate best practices
Key Benefits of Oracle BI Applications
• Insight
• Alignment
• Leverage
© 2008 Oracle Corporation – Proprietary and Confidential 24
Role-Based Best Practices Provide Relevant
and Actionable Insight for Everyone
Supply Chain and Order Management Analytics – Key Objectives and
Questions by Role
Director of
Sales
Operations
Optimizing Order Fulfillment Performance
• What is the order to ship cycle for our
top products?
• What type of operational backlog is the
largest?
• How much revenue was lost due to
order cancellations or returns?
• What are the top reasons for
cancellations?
Inventory
Managers
Complete Insight to Reduce Costs and Increase Efficiency
• What do I have available for sale at
each location?
• Do I have enough finished goods to our
booked orders?
• What products are experiencing lower
inventory turns than last quarter?
• What is the overall Inventory of my on-
hand inventory
Order
Management
Managers
Complete Visibility into Order To Cash Cycle
• Which products have the longest
fulfillment cycles?
• How much of my total backlog is
operational and how much is financial?
• Which of the top customers have
unfulfilled orders?
• What products has this customer
purchased from us in the past?
• What critical orders are in the backlog?
© 2008 Oracle Corporation – Proprietary and Confidential 25
Business
Objectives /
Issues
Gain
Insights
Take Action
Create more Inventory
of Products in demand
Drill to Current Backlog
and Inventory by Product
Which products have the
highest fulfillment lag?
How much order revenue is
in highest fulfillment lag?
Is Cumulative Invoice
Revenue Trending up?
Is Order Fulfillment
on target?
Manage Order
Management performance
What is the trend of Order
Revenue by Channel and
Customer Category
What is the trend of
Average Order Size?
Is Cumulative Order
Revenue Trending up?
Is Sales Cycle Time
on target?
• Business Function:
Order Management
• Role:
Director, Sales Operations
• Objectives:
• Optimize Order
Fulfillment
• Reduce Sales Cycle
Time
How much are my
Top Customers ordering?
Decision Workflows – Supply Chain & Order
Management
© 2008 Oracle Corporation – Proprietary and Confidential 26
Business
Objectives /
Issues
Gain
Insights
Take Action
Create more Inventory
of Products in demand
Drill to Current Backlog
and Inventory by Product
Which products have the
highest fulfillment lag?
How much order revenue is
in highest fulfillment lag?
Is Cumulative Invoice
Revenue Trending up?
Is Order Fulfillment
on target?
Manage Order
Management performance
Decision Workflows – Supply Chain & Order
Management
© 2008 Oracle Corporation – Proprietary and Confidential 27
Business
Objectives /
Issues
Gain
Insights
Take Action
Identify top 5 plants with
highest inventory and
cut back production
What are the Plants holding
these inventories
What is the Sales Trend
for these products
What are the Top 10
Products by
Inventory Value?
Is Inventory Balances
trending up?
Is Inventory Turns
on target?
Reduce Inventory
Drill to
Sales Backlogs/
Bookings
Is Cost of Goods sold
increasing
Is Sales declining?
Is Days of Supply
on target?
• Business Function:
Inventory
• Role:
Inventory Manger
• Objectives:
• 1) Reduce Inventory
• 2) Increase working
capital
Decision Workflows – Supply Chain & Order
Management
© 2008 Oracle Corporation – Proprietary and Confidential 28
Business
Objectives /
Issues
Gain
Insights
Take Action
Target Efforts to reduce
the inventory
Is Inventory Balances
trending up?
Is Inventory Turns
on target??
Reduce Inventory
What are Top 10 Products
By Inventory Value?
What is the Sales Trend
for these products
Drill to Inventory Location
Details
Decision Workflows – Supply Chain & Order
Management
© 2008 Oracle Corporation – Proprietary and Confidential 29
 Gain a single, consistent view of enterprise
information across functions & data sources
 Align strategy and execution across functions
 Use guided analytics and best practice analytic
workflows to drive the best actions
Key Benefits of Oracle BI Applications
• Insight
• Alignment
• Leverage
© 2008 Oracle Corporation – Proprietary and Confidential 30
• Delayed, inaccurate reporting
• Conflicting, departmentally-biased results
• Cross-functional analysis only by IT
• Sub-optimal enterprise performance
Typical Operational Challenges
HR
Data
Operations
Data 1
Finance
Data N
Sales
Data
Finance
Data 1
Operations
Data N
HR Operations Finance
Sales
Analyses, Reports
Executives
Data
Warehouse
IT
© 2008 Oracle Corporation – Proprietary and Confidential 31
Valuable Insights Often Require Data from
Multiple Departments and Sources
How do I proactively manage risks of my receivables portfolio?
How does call center agent tenure, training, & compensation
affect efficiency and cross-selling performance?
Service
Customers
Sales
Marketing
Distribution
Finance
HR/Workforce
Operations
Procurement
Customers
Customers
Suppliers
Suppliers
Suppliers
How does supplier performance impact customer satisfaction
and revenue?
© 2008 Oracle Corporation – Proprietary and Confidential 32
Maximizing Customer Value
Key Objective for Finance, HR, Supply Chain, Order
Management
FRONT OFFICE
• Primary role: identify, acquire & support
customers
• Key objective: grow revenues and
profit by maximizing customer value
• Primary functions: Sales, Marketing,
Service, Contact Center
BACK OFFICE
• Primary role: buy, make, and deliver
products, support the workforce, and
manage finances
• Key objective: maximize operational
efficiency, quality & accuracy while
controlling costs
• Primary functions: Finance, HR, Supply
Chain Operations, Procurement, Order
Management
Customers Suppliers
Front Office Back Office
© 2008 Oracle Corporation – Proprietary and Confidential 33
Typical Business Challenges
FINANCE
HR
SUPPLY
CHAIN
• How can I increase cash flow with more effective receivables,
payables and inventory analysis?
• Which business units/product lines are enhancing profitability?
• What operating expenses are over budget?
• Who are our “top performers” by job category?
• What is the employee turnover rate by department and business unit?
• How do we show the value of HR to upper management?
• How can we avoid supply bottlenecks and increase cost effectiveness?
• How are our suppliers performing?
• What is our optimal inventory level across all product lines?
• How can we track “Order to Cash” across all lines of business?
• Which supplier can most quickly respond to a change in orders?
• What products have the longest fulfillment cycles?
ORDER
MGMT
© 2008 Oracle Corporation – Proprietary and Confidential 34
Deeper Insight within Business
Functions
FINANCIAL ANALYTICS
• Analyze intra-period financial data by
department or role
• Maximize efficiency of collections
• Identify most and least profitable
customers and products
HR ANALYTICS
• Analyze workforce performance
• Optimize staffing by department
• Minimize employee turnover
• Reduce the cost of compliance
reporting
SUPPLY CHAIN ANALYTICS
• Increase visibility into direct and
indirect spend
• Understand and track cycle times
• Visibility into supply and demand to
better manage inventory
ORDER MGMT ANALYTICS
• Reduce “Order to Fulfillment” process
cycle time
• Analyze shipping performance and
backlog trends
• Identify top customers, risk customers
and slow paying customers
© 2008 Oracle Corporation – Proprietary and Confidential 35
Alignment across Functions
FINANCIAL ANALYTICS HR ANALYTICS
SUPPLY CHAIN ANALYTICS ORDER MGMT ANALYTICS
• Reallocate personnel to
growth areas
• Optimize variable
compensation
• Respond to customer
issues before they
become problems
• Optimize Inventory levels
based on customer
purchasing behavior
• Control Product Expenses
before they impact earnings
• Identify underperforming
suppliers to improve cash
cycle
• Review revenue & margin
trends by product line
• Align training plans to skill
gaps in critical product areas
• Optimize contingent
workforce for product
“seasonality”
• Correlate staffing levels with
order volume and product
plans
Understand customer
profitability and tailor
customer experience
© 2008 Oracle Corporation – Proprietary and Confidential 36
Alignment across the Enterprise
Marketing
Analytics
Service
Analytics
Sales
Analytics
Contact Center
Analytics
Front Office Back Office
HR
Analytics
Procurement &
Spend Analytics
Financial
Analytics
Supply Chain
& Order Mgmt
Analytics
• Impact of product mix and discounts
on revenue and margins
• Correlation between training &
compensation and worker productivity
• Visibility into supply chain enabling
delivery of the perfect order
• Complete visibility across value chain
to better manage supply and demand
fluctuations
© 2008 Oracle Corporation – Proprietary and Confidential 37
Oracle BI Applications Provide a Single
Integrated View of Enterprise Information
INTEGRATED DATA
WAREHOUSE
• Integrated enterprise-wide intelligence
• Summary level to lowest level of detail
• Data warehousing best practices –
conformed dimensions, lowest level of
granularity, full change histories for time
comparisons, built for speed, extensible
DATA INTEGRATION FROM
MULTIPLE SOURCES
• Call center telephony (IVR, ACD, CTI)
• Syndicated data
• Universal Adapters
© 2008 Oracle Corporation – Proprietary and Confidential 38
Key Benefits of Oracle BI Applications
 Do more with less - deploy BI more broadly
with fewer IT resources than custom-build
 Accelerate time-to-value, lower TCO and risk
 Increase the value of existing data and
applications, including CRM and ERP
• Insight
• Alignment
• Leverage
© 2008 Oracle Corporation – Proprietary and Confidential 39
Building BI Solutions is Challenging
Investment, Skills and Time Required
License an ETL tool to move data from operational systems
to this DW
License interactive user access tools
License/create information delivery tools
Research/understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
License an ETL tool to move data from operational systems
to this DW
License interactive user access tools
License/create information delivery tools
These steps require
multiple different BI
and DW technology
INVESTMENTS
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
These steps require IT
or BI staff resources
with specialized
SKILLS
These steps take TIME
to understand and
perfect as knowledge
of best practices is
learned
Research/understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
© 2008 Oracle Corporation – Proprietary and Confidential 40
Pre-mapped metadata, including embedded
best practice calculations and metrics for the
sales organization.
 Presentation Layer
20 Subject Areas
 Logical Business Model
22 Fact and 53 Dimension
Tables
 Physical Sources
3
A “best practice” library of over 250 pre-built
intelligence dashboards, reports and alerts
for sales representatives, analysts, managers
and executives
4
Oracle Supply Chain and Order Management Analytics
Pre-built warehouse with 31 star-schemas
designed for analysis and reporting on order,
inventory, fulfillment and receivables data.
1
Customer Status History
Sales Invoice Lines
Sales Order Lines
Sales Cycle Lines Sales Pick Lines
Sales Backlog History
Inventory Transaction Inventory Balance
Sales Backlog Lines
Inventory Bill of Material
Customer Status History
Customer Status History
Sales Invoice Lines
Sales Invoice Lines
Sales Order Lines
Sales Order Lines
Sales Cycle Lines
Sales Cycle Lines Sales Pick Lines
Sales Pick Lines
Sales Backlog History
Sales Backlog History
Inventory Transaction Inventory Balance
Inventory Balance
Sales Backlog Lines
Sales Backlog Lines
Inventory Bill of Material
Pre-built ETL to extract data from over 3,000
operational tables and load it into the DW,
sourced from Oracle EBS and other sources.
2
© 2008 Oracle Corporation – Proprietary and Confidential 41
DASHBOARDS&
REPORTS
• Prebuilt best
practice library
• “One size does
NOT fit all”
SUBJECT AREAS
• Many metrics and dimensional
attributes not surfaced by prebuilt
dashboards and reports
• Possibilities are endless
• Incremental work to build tons
more content from this foundation
More than just dashboards and reports
Value of BI Apps lies under the surface
© 2008 Oracle Corporation – Proprietary and Confidential 42
Unrivaled Integration with Oracle Apps
Extends BI Value. Lowers TCO.
View performance “in-context” with budgets
and plans
INTEGRATED WITH PLANNING AND EPMS
Seamless navigation from analytical information
to transactional detail
ACTION LINKS – “INSIGHT TO ACTION”
One login. Right content for each user.
INTEGRATED SECURITY
Data
Security
User
Security
Object
Security
BPEL, ESB Oracle BI
Intelligence-driven business processes
INTEGRATED WORKFLOW
© 2008 Oracle Corporation – Proprietary and Confidential 43
Flexfield and Value Set Integration
• Key Flexfields (KFF)
• Pre-packaged mappings to
extract Key Flexfield data
• Mappings are flexible to handle
configuration performed on
these flexfields
• Out-of-the-box support to a
number of KFF’s (refer next
slide)
• Descriptive Flexfields (DFF)
• Support by extension of the data
warehouse by adding requisite
columns
• Value Set Hierarchy
• Extract hierarchical relationships
of Value Sets
© 2008 Oracle Corporation – Proprietary and Confidential 44
Align Actions with Best Practices
Guided & Conditional Navigation Helps Novice Users
• Enables users to quickly navigate a standard path of analytical
discovery specific to their function and role
• Enhances usability and lowers learning curve for new users
• Appears only when conditions are met and alerts users to
potential out of ordinary conditions that require attention
• Guides users to next logical step of analytical discovery
GUIDED NAVIGATION
CONDITIONAL NAVIGATION
© 2008 Oracle Corporation – Proprietary and Confidential 45
Example: Single Sign-On with Oracle
E-Business Suite Applications
user
User
Security
Web
Browser
Oracle EBS Oracle BI
navigate to
3
log in once
1
store ICX
session cookie
in browser
2
validate session via
the ICX cookie
4
establish connection with
Oracle EBS
5
drill back to Oracle EBS
via Action Links
6
© 2008 Oracle Corporation – Proprietary and Confidential 46
Unrivaled Integration with Oracle Apps
Deeply Integrated into Oracle EBS
• Integrated Data Security Visibility
• One login. Right content for each user based on
• Operating Unit
• Inventory Organization
• Business Group
• Company Org
• Ledger/ Set of Books
• Position
Siebel CRM
user
Oracle BI
show data based on
security group filters
3
log in
1
retrieve data stamped with operating unit
from the warehouse
2a
Oracle Business
Analytics
Warehouse
ETL
fetches operating unit
via
session init block
2b
Oracle EBS
user
user
Oracle BI
show data based on
security group filters
3
show data based on
security group filters
3
log in
1
log in
1
from the warehouse
2a
Oracle Business
Analytics
Warehouse
ETL
Data
Security
© 2008 Oracle Corporation – Proprietary and Confidential 47
Build from Scratch
with Traditional BI Tools
Oracle BI 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
Results
• Faster time to value
• Lower TCO
• Assured business value
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
Speeds Time To Value and Lowers TCO
© 2008 Oracle Corporation – Proprietary and Confidential 48
Typical Effort & Customization balance
Extension of DW Schema for
extension columns, additional
tables, external sources,
aggregates, indices, etc.
Extension of ETL for
extension columns,
descriptive flexfields,
additional tables, external
sources, etc.
Additional derived metrics,
custom drill paths, exposing
extensions in physical, logical and
presentation layer, etc.
Additional dashboards and
reports, guided and conditional
navigations, iBots, etc.
Level of
Effort
Degree of
Customization
Easy
Moderate
Intermediate
Involved
Dashboards & Reports
OBIEE Metadata
DW Schema
ETL
© 2008 Oracle Corporation – Proprietary and Confidential 49
• Dashboards
• Pre-built ETL across multiple
applications and sources
• Pre-mapped metadata
• Pre-built metrics
• Pre-built data model
The Value is Below the Surface
Oracle BI Applications
© 2008 Oracle Corporation – Proprietary and Confidential 50
BI Applications - Business Content
Over 5,000 pre-defined assets
Application Dashboards Dashboard
Pages
Reports Metrics
Sales 14 33 620 555
Marketing 5 27 124 501
Service 8 15 102 465
Contact Center 5 17 72 448
Finance 4 30 205 360
HR 4 16 76 138
Supply Chain
& Order Mgmt.
2 18 157 388
Procurement
& Spend
2 14 103 161
All Industry
Apps
44 147 1117 508
Total 88 317 2576 3524
© 2008 Oracle Corporation – Proprietary and Confidential 51
Selected Key Entities of Business Analytics
Warehouse
Conformed Dimensions
 Customer
 Products
 Suppliers
 Internal Organizations
 Customer Locations
 Customer Contacts
 GL Accounts
 Employee
 Sales Reps
 Service Reps
 Partners
 Campaign
 Offers
 Cost Centers
 Profit Centers
Sales
 Opportunities
 Quotes
 Pipeline
Order Management
 Sales Order Lines
 Sales Schedule Lines
 Bookings
 Pick Lines
 Billings
 Backlogs
Marketing
 Campaigns
 Responses
 Marketing Costs
Supply Chain
 Purchase Order Lines
 Purchase Requisition Lines
 Purchase Order Receipts
 Inventory Balance
 Inventory Transactions
Finance
 Receivables
 Payables
 General Ledger
 COGS
Call Center
 ACD Events
 Rep Activities
 Contact-Rep Snapshot
 Targets and Benchmark
 IVR Navigation History
Service
 Service Requests
 Activities
 Agreements
Workforce
 Compensation
 Employee Profile
 Employee Events
Pharma
 Prescriptions
 Syndicated Market Data
Financials
 Financial Assets
 Insurance Claims
Public Sector
 Benefits
 Cases
 Incidents
 Leads
Modular DW Data Warehouse Data
Model includes:
~350 Fact Tables
~550 Dimension Tables
~3,500 prebuilt Metrics
(2,000+ are derived metrics)
~15,000 Data Elements
© 2008 Oracle Corporation – Proprietary and Confidential 52
Rapid Deployments
Oracle BI Applications
3½ months
12 weeks
100 days
9 weeks
10 weeks
3 months
6 weeks
© 2008 Oracle Corporation – Proprietary and Confidential 53
<Insert Picture Here>
Customer Success
© 2008 Oracle Corporation – Proprietary and Confidential 54
Media / Energy Aero / Industrial Insurance / Health Life Sciences Other
Communications Automotive Finance / Banking Consumer Goods High Tech
Business Intelligence Customers
Select References
© 2008 Oracle Corporation – Proprietary and Confidential 55
<Insert Picture Here>
Oracle Supply Chain and
Order Management Analytics
Demonstration
© 2008 Oracle Corporation – Proprietary and Confidential 56
© 2008 Oracle Corporation – Proprietary and Confidential 57
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.
Safe Harbor Statement
© 2008 Oracle Corporation – Proprietary and Confidential 58
© 2008 Oracle Corporation – Proprietary and Confidential 59

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FY09 SUPPLY CHAIN AND ORDER MANAGEMENT ANALYTICS JULY 2008 V5.PPT

  • 1. © 2008 Oracle Corporation – Proprietary and Confidential 1
  • 2. © 2008 Oracle Corporation – Proprietary and Confidential 2
  • 3. © 2008 Oracle Corporation – Proprietary and Confidential 3 INSTRUCTIONS FOR USE • PLEASE REMOVE SECTIONS AS NECESSARY TO TAILOR THIS PRESENTATION TO DIFFERENT AUDIENCES • For example • If this is the first exposure to EPM message and BI Applications, then add more slides in BI Applications Overview section from the Oracle BI Applications Overview presentation • If it is more focused on the Supply Chain and Order Management Analytics product, then you can go with this flow and integrate the required slides from the other presentations listed below • You can also pick sections from other related presentations to tailor the presentation to your audience • Oracle BI Applications Overview • Oracle BI Applications Architecture Overview • Oracle BI Applications Consolidated Data Model • Oracle BI Applications Integration with Oracle Applications
  • 4. © 2008 Oracle Corporation – Proprietary and Confidential 4 OTHER RELATED MATERIALS • Each application has its own presentation • Oracle BI Applications Overview • Oracle Financial Analytics • Oracle Supply Chain and Order Management Analytics • Oracle Procurement and Spend Analytics • Oracle Human Resource Analytics • Oracle Sales Analytics • Oracle Service and Contact Center Telephony Analytics • Oracle Marketing Analytics • There are presentations for specific topics • Oracle BI Applications Architecture Overview • Oracle BI Applications Consolidated Data Model • Oracle BI Applications Integration with Oracle Applications
  • 5. <Insert Picture Here> Oracle Supply Chain & Order Management Analytics Presenter’s Name Presenter’s Title
  • 6. © 2008 Oracle Corporation – Proprietary and Confidential 6 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. Safe Harbor Statement
  • 7. © 2008 Oracle Corporation – Proprietary and Confidential 7 Agenda • Oracle Enterprise Performance Management System • Oracle BI Applications Overview • Oracle Supply Chain and Order Management Analytics • Value of Prebuilt Oracle BI Applications • Customer Success • Demonstration • Q&A
  • 8. © 2008 Oracle Corporation – Proprietary and Confidential 8 <Insert Picture Here> Oracle Enterprise Performance Management System
  • 9. © 2008 Oracle Corporation – Proprietary and Confidential 9 Oracle’s EPM Vision: Extend Operational Excellence to Management Excellence Time Competitive Advantage OPERATIONAL EXCELLENCE MANAGEMENT EXCELLENCE
  • 10. © 2008 Oracle Corporation – Proprietary and Confidential 10 Enabling Management Excellence Traditional Performance Management SMART AGILE ALIGNED
  • 11. © 2008 Oracle Corporation – Proprietary and Confidential 11 Oracle’s EPM System EPM Workspace OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process OLAP Fusion Middleware Business Intelligence Foundation BI Applications Performance Management Applications
  • 12. © 2008 Oracle Corporation – Proprietary and Confidential 12 <Insert Picture Here> BI Applications Overview
  • 13. © 2008 Oracle Corporation – Proprietary and Confidential 13 “The majority of customers are purchasing and implementing BI and CPM as disparate point solutions, which weaken their ability to achieve pervasive BI or to link BI platform and CPM suites capabilities into an integrated continuum to drive business transformation from the strategic level to the process level” Source: Employ a Coordinated Approach to BI and CPM, April 2007 What Gartner Is Saying
  • 14. © 2008 Oracle Corporation – Proprietary and Confidential 14 Comprehensive BI Applications EPM Workspace OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process OLAP Fusion Middleware Business Intelligence Foundation Performance Management Applications Sales Service Marketing Supply Chain & Order Mgmt BI APPLICATIONS Procurement & Spend HR Finance Contact Center
  • 15. © 2008 Oracle Corporation – Proprietary and Confidential 15 Enabling the Insight-Driven Enterprise 1. Empower Everyone – Every person is provided with relevant, complete and consistent information tailored to their function and role. 2. Provide Real-time Intelligence – Deliver insight that predicts the best next step, and deliver it in time to influence the business outcome 3. Use Insight to Guide Actions – lead people to take action based on facts to optimize decisions, actions and customer interactions Becoming an insight-driven enterprise will drive the next level of value creation and competitive advantage for organizations.
  • 16. © 2008 Oracle Corporation – Proprietary and Confidential 16 Oracle BI Applications Complete, Pre-built, Best Practice Analytics Travel & Trans Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector and Other Operational & Analytic Sources Source adapters: Sales Marketing Procurement & Spend Supply Chain & Order Management Financials Human Resources Pipeline Analysis Forecast Accuracy Sales Team Effectiveness Up-sell/ Cross-sell Cycle Times Lead Conversion Employee Productivity Compensation Compliance Reporting Workforce Profile Retention Analysis Return on Human Capital General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management Revenue and Backlog Inventory Fulfillment Status Customer Status Order Cycle Time BOM Analysis Direct / Indirect Spend Buyer Productivity Off Contract Purchases Supplier Performance Purchase Cycle Time Employee Expenses Campaign Effectiveness Customer Insight Product Propensity Loyalty & Attrition Market Basket Analysis Campaign ROI Service & Contact Center Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Churn & Service Trends Oracle BI Suite Enterprise Edition Plus
  • 17. © 2008 Oracle Corporation – Proprietary and Confidential 17 <Insert Picture Here> Oracle Supply Chain and Order Management Analytics
  • 18. © 2008 Oracle Corporation – Proprietary and Confidential 18 Companies Struggle to Improve Supply Chain and Order Management Performance KEY CHALLENGES EXAMPLES Lack of visibility into order to cash process to help eliminate bottlenecks • Poor understanding of variances across the process • Little visibility into cycle times and process bottlenecks • Limited information on payments, outstanding balances, etc. • No knowledge of Operational, Financial, Delinquent backlogs No insight into revenue lost due to cancellations and returns • Poor visibility of products that often result in returns • Lack insight into reasons for order cancellations • Unable to identify reasons for customer returns Unable to identify top orders in backlog to improve revenue recognition • No knowledge of critical orders that are stuck • Poor visibility into customers with greatest overdue balance • Inability to clear backlog of orders • No insight into fulfillment stage that is most troublesome Lack of Inventory Visibility to Improve Return on Assets • Unable to improve asset utilization with optimal inventory • Need to deliver “perfect” orders while minimizing inventory • Inability to anticipate stock-out & excess inventory situations • Lack of visibility into enterprise-wide inventory status
  • 19. © 2008 Oracle Corporation – Proprietary and Confidential 19 Supply Chain & Order Management Analytics Provides Insight to drive Revenue Recognition ANALYSIS & METRICS BENEFITS Order Effectiveness • Accelerate the order to cash process through more effective order fulfillment • Spot troubled orders in backlog • Identify product flaws to reduce returns and cancellations • Focus collection efforts on customers with large overdue balances • Increase customer satisfaction through on-time delivery • Better manage sales cycle for faster revenue recognition • Discover process bottlenecks Inventory Visibility Customer Performance Employee Performance Fulfillment Efficiency • Top 10 orders • Average order size • Order/Invoice revenue by sales organization • Order revenue by product • Average products per order • Order/Invoice revenue trend • Discount trend • Inventory by location • In-transit amounts and reorder quantities • Inventory movements , unit and group costs • Issue vs receipt quantity • Available, blocked and inspection quantities • Replenishment, restricted & returned quantity • Customer scorecard • Recent customer orders • Top customers • Number of new and lost customers • Recent customer invoices • Employee order / Invoice revenue • Top performers • Employee avg order discount • Orders not fulfilled • Backlog trends • Return amount trend • Current unscheduled, blocked backlog • Shipping performance trend • Largest overdue balances • Backlog by location/product • Ship to bill days aging • Top cancelled/blocked orders
  • 20. © 2008 Oracle Corporation – Proprietary and Confidential 20 Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 2 Order Management Analytics Foundation application module that provides insight into critical Order Management business processes and key information, including Orders, Invoices, G/L Revenue, sales effectiveness and customer scorecards Order Fulfillment Analytics Provides complete analysis of every step in the back-office sales processes from Order to Cash, enabling companies to respond more quickly to customer issues and resolve them before they become problems Oracle Supply Chain and Order Management Analytics Complete Solution for Insight into the Order to Cash Process Inventory Analytics Incorporates analysis of the inventory held by an organization, bill of materials, inventory movements in, out and through production or storage location, and understand customer and supplier returns. Optimized inventory levels, maximize customer sales through product availability
  • 21. © 2008 Oracle Corporation – Proprietary and Confidential 21 …add Oracle Sales Analytics for Complete Contact to Cash Oracle Sales Analytics Analyze pipeline opportunities and forecasts to determine actions required to meet sales targets. Determine which products and customer segments generate the most revenue and how to effectively cross-sell and up-sell. Understand which competitors are faced most often and how to win against them Oracle Supply Chain and Order Management Analytics
  • 22. © 2008 Oracle Corporation – Proprietary and Confidential 22 <Insert Picture Here> Value of Prebuilt BI Applications
  • 23. © 2008 Oracle Corporation – Proprietary and Confidential 23  Gain visibility and insight into business performance, processes, and customers  Better decisions, actions, control at all levels  Respond faster to opportunities and threats  Identify and replicate best practices Key Benefits of Oracle BI Applications • Insight • Alignment • Leverage
  • 24. © 2008 Oracle Corporation – Proprietary and Confidential 24 Role-Based Best Practices Provide Relevant and Actionable Insight for Everyone Supply Chain and Order Management Analytics – Key Objectives and Questions by Role Director of Sales Operations Optimizing Order Fulfillment Performance • What is the order to ship cycle for our top products? • What type of operational backlog is the largest? • How much revenue was lost due to order cancellations or returns? • What are the top reasons for cancellations? Inventory Managers Complete Insight to Reduce Costs and Increase Efficiency • What do I have available for sale at each location? • Do I have enough finished goods to our booked orders? • What products are experiencing lower inventory turns than last quarter? • What is the overall Inventory of my on- hand inventory Order Management Managers Complete Visibility into Order To Cash Cycle • Which products have the longest fulfillment cycles? • How much of my total backlog is operational and how much is financial? • Which of the top customers have unfulfilled orders? • What products has this customer purchased from us in the past? • What critical orders are in the backlog?
  • 25. © 2008 Oracle Corporation – Proprietary and Confidential 25 Business Objectives / Issues Gain Insights Take Action Create more Inventory of Products in demand Drill to Current Backlog and Inventory by Product Which products have the highest fulfillment lag? How much order revenue is in highest fulfillment lag? Is Cumulative Invoice Revenue Trending up? Is Order Fulfillment on target? Manage Order Management performance What is the trend of Order Revenue by Channel and Customer Category What is the trend of Average Order Size? Is Cumulative Order Revenue Trending up? Is Sales Cycle Time on target? • Business Function: Order Management • Role: Director, Sales Operations • Objectives: • Optimize Order Fulfillment • Reduce Sales Cycle Time How much are my Top Customers ordering? Decision Workflows – Supply Chain & Order Management
  • 26. © 2008 Oracle Corporation – Proprietary and Confidential 26 Business Objectives / Issues Gain Insights Take Action Create more Inventory of Products in demand Drill to Current Backlog and Inventory by Product Which products have the highest fulfillment lag? How much order revenue is in highest fulfillment lag? Is Cumulative Invoice Revenue Trending up? Is Order Fulfillment on target? Manage Order Management performance Decision Workflows – Supply Chain & Order Management
  • 27. © 2008 Oracle Corporation – Proprietary and Confidential 27 Business Objectives / Issues Gain Insights Take Action Identify top 5 plants with highest inventory and cut back production What are the Plants holding these inventories What is the Sales Trend for these products What are the Top 10 Products by Inventory Value? Is Inventory Balances trending up? Is Inventory Turns on target? Reduce Inventory Drill to Sales Backlogs/ Bookings Is Cost of Goods sold increasing Is Sales declining? Is Days of Supply on target? • Business Function: Inventory • Role: Inventory Manger • Objectives: • 1) Reduce Inventory • 2) Increase working capital Decision Workflows – Supply Chain & Order Management
  • 28. © 2008 Oracle Corporation – Proprietary and Confidential 28 Business Objectives / Issues Gain Insights Take Action Target Efforts to reduce the inventory Is Inventory Balances trending up? Is Inventory Turns on target?? Reduce Inventory What are Top 10 Products By Inventory Value? What is the Sales Trend for these products Drill to Inventory Location Details Decision Workflows – Supply Chain & Order Management
  • 29. © 2008 Oracle Corporation – Proprietary and Confidential 29  Gain a single, consistent view of enterprise information across functions & data sources  Align strategy and execution across functions  Use guided analytics and best practice analytic workflows to drive the best actions Key Benefits of Oracle BI Applications • Insight • Alignment • Leverage
  • 30. © 2008 Oracle Corporation – Proprietary and Confidential 30 • Delayed, inaccurate reporting • Conflicting, departmentally-biased results • Cross-functional analysis only by IT • Sub-optimal enterprise performance Typical Operational Challenges HR Data Operations Data 1 Finance Data N Sales Data Finance Data 1 Operations Data N HR Operations Finance Sales Analyses, Reports Executives Data Warehouse IT
  • 31. © 2008 Oracle Corporation – Proprietary and Confidential 31 Valuable Insights Often Require Data from Multiple Departments and Sources How do I proactively manage risks of my receivables portfolio? How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance? Service Customers Sales Marketing Distribution Finance HR/Workforce Operations Procurement Customers Customers Suppliers Suppliers Suppliers How does supplier performance impact customer satisfaction and revenue?
  • 32. © 2008 Oracle Corporation – Proprietary and Confidential 32 Maximizing Customer Value Key Objective for Finance, HR, Supply Chain, Order Management FRONT OFFICE • Primary role: identify, acquire & support customers • Key objective: grow revenues and profit by maximizing customer value • Primary functions: Sales, Marketing, Service, Contact Center BACK OFFICE • Primary role: buy, make, and deliver products, support the workforce, and manage finances • Key objective: maximize operational efficiency, quality & accuracy while controlling costs • Primary functions: Finance, HR, Supply Chain Operations, Procurement, Order Management Customers Suppliers Front Office Back Office
  • 33. © 2008 Oracle Corporation – Proprietary and Confidential 33 Typical Business Challenges FINANCE HR SUPPLY CHAIN • How can I increase cash flow with more effective receivables, payables and inventory analysis? • Which business units/product lines are enhancing profitability? • What operating expenses are over budget? • Who are our “top performers” by job category? • What is the employee turnover rate by department and business unit? • How do we show the value of HR to upper management? • How can we avoid supply bottlenecks and increase cost effectiveness? • How are our suppliers performing? • What is our optimal inventory level across all product lines? • How can we track “Order to Cash” across all lines of business? • Which supplier can most quickly respond to a change in orders? • What products have the longest fulfillment cycles? ORDER MGMT
  • 34. © 2008 Oracle Corporation – Proprietary and Confidential 34 Deeper Insight within Business Functions FINANCIAL ANALYTICS • Analyze intra-period financial data by department or role • Maximize efficiency of collections • Identify most and least profitable customers and products HR ANALYTICS • Analyze workforce performance • Optimize staffing by department • Minimize employee turnover • Reduce the cost of compliance reporting SUPPLY CHAIN ANALYTICS • Increase visibility into direct and indirect spend • Understand and track cycle times • Visibility into supply and demand to better manage inventory ORDER MGMT ANALYTICS • Reduce “Order to Fulfillment” process cycle time • Analyze shipping performance and backlog trends • Identify top customers, risk customers and slow paying customers
  • 35. © 2008 Oracle Corporation – Proprietary and Confidential 35 Alignment across Functions FINANCIAL ANALYTICS HR ANALYTICS SUPPLY CHAIN ANALYTICS ORDER MGMT ANALYTICS • Reallocate personnel to growth areas • Optimize variable compensation • Respond to customer issues before they become problems • Optimize Inventory levels based on customer purchasing behavior • Control Product Expenses before they impact earnings • Identify underperforming suppliers to improve cash cycle • Review revenue & margin trends by product line • Align training plans to skill gaps in critical product areas • Optimize contingent workforce for product “seasonality” • Correlate staffing levels with order volume and product plans Understand customer profitability and tailor customer experience
  • 36. © 2008 Oracle Corporation – Proprietary and Confidential 36 Alignment across the Enterprise Marketing Analytics Service Analytics Sales Analytics Contact Center Analytics Front Office Back Office HR Analytics Procurement & Spend Analytics Financial Analytics Supply Chain & Order Mgmt Analytics • Impact of product mix and discounts on revenue and margins • Correlation between training & compensation and worker productivity • Visibility into supply chain enabling delivery of the perfect order • Complete visibility across value chain to better manage supply and demand fluctuations
  • 37. © 2008 Oracle Corporation – Proprietary and Confidential 37 Oracle BI Applications Provide a Single Integrated View of Enterprise Information INTEGRATED DATA WAREHOUSE • Integrated enterprise-wide intelligence • Summary level to lowest level of detail • Data warehousing best practices – conformed dimensions, lowest level of granularity, full change histories for time comparisons, built for speed, extensible DATA INTEGRATION FROM MULTIPLE SOURCES • Call center telephony (IVR, ACD, CTI) • Syndicated data • Universal Adapters
  • 38. © 2008 Oracle Corporation – Proprietary and Confidential 38 Key Benefits of Oracle BI Applications  Do more with less - deploy BI more broadly with fewer IT resources than custom-build  Accelerate time-to-value, lower TCO and risk  Increase the value of existing data and applications, including CRM and ERP • Insight • Alignment • Leverage
  • 39. © 2008 Oracle Corporation – Proprietary and Confidential 39 Building BI Solutions is Challenging Investment, Skills and Time Required License an ETL tool to move data from operational systems to this DW License interactive user access tools License/create information delivery tools Research/understand analytic needs of each user community Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades Develop detailed understanding of operational data sources Build ETL programs for every data source Build analytics for each audience Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW License interactive user access tools License/create information delivery tools These steps require multiple different BI and DW technology INVESTMENTS Develop detailed understanding of operational data sources Build ETL programs for every data source Build analytics for each audience Design a data warehouse by subject area These steps require IT or BI staff resources with specialized SKILLS These steps take TIME to understand and perfect as knowledge of best practices is learned Research/understand analytic needs of each user community Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades
  • 40. © 2008 Oracle Corporation – Proprietary and Confidential 40 Pre-mapped metadata, including embedded best practice calculations and metrics for the sales organization.  Presentation Layer 20 Subject Areas  Logical Business Model 22 Fact and 53 Dimension Tables  Physical Sources 3 A “best practice” library of over 250 pre-built intelligence dashboards, reports and alerts for sales representatives, analysts, managers and executives 4 Oracle Supply Chain and Order Management Analytics Pre-built warehouse with 31 star-schemas designed for analysis and reporting on order, inventory, fulfillment and receivables data. 1 Customer Status History Sales Invoice Lines Sales Order Lines Sales Cycle Lines Sales Pick Lines Sales Backlog History Inventory Transaction Inventory Balance Sales Backlog Lines Inventory Bill of Material Customer Status History Customer Status History Sales Invoice Lines Sales Invoice Lines Sales Order Lines Sales Order Lines Sales Cycle Lines Sales Cycle Lines Sales Pick Lines Sales Pick Lines Sales Backlog History Sales Backlog History Inventory Transaction Inventory Balance Inventory Balance Sales Backlog Lines Sales Backlog Lines Inventory Bill of Material Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from Oracle EBS and other sources. 2
  • 41. © 2008 Oracle Corporation – Proprietary and Confidential 41 DASHBOARDS& REPORTS • Prebuilt best practice library • “One size does NOT fit all” SUBJECT AREAS • Many metrics and dimensional attributes not surfaced by prebuilt dashboards and reports • Possibilities are endless • Incremental work to build tons more content from this foundation More than just dashboards and reports Value of BI Apps lies under the surface
  • 42. © 2008 Oracle Corporation – Proprietary and Confidential 42 Unrivaled Integration with Oracle Apps Extends BI Value. Lowers TCO. View performance “in-context” with budgets and plans INTEGRATED WITH PLANNING AND EPMS Seamless navigation from analytical information to transactional detail ACTION LINKS – “INSIGHT TO ACTION” One login. Right content for each user. INTEGRATED SECURITY Data Security User Security Object Security BPEL, ESB Oracle BI Intelligence-driven business processes INTEGRATED WORKFLOW
  • 43. © 2008 Oracle Corporation – Proprietary and Confidential 43 Flexfield and Value Set Integration • Key Flexfields (KFF) • Pre-packaged mappings to extract Key Flexfield data • Mappings are flexible to handle configuration performed on these flexfields • Out-of-the-box support to a number of KFF’s (refer next slide) • Descriptive Flexfields (DFF) • Support by extension of the data warehouse by adding requisite columns • Value Set Hierarchy • Extract hierarchical relationships of Value Sets
  • 44. © 2008 Oracle Corporation – Proprietary and Confidential 44 Align Actions with Best Practices Guided & Conditional Navigation Helps Novice Users • Enables users to quickly navigate a standard path of analytical discovery specific to their function and role • Enhances usability and lowers learning curve for new users • Appears only when conditions are met and alerts users to potential out of ordinary conditions that require attention • Guides users to next logical step of analytical discovery GUIDED NAVIGATION CONDITIONAL NAVIGATION
  • 45. © 2008 Oracle Corporation – Proprietary and Confidential 45 Example: Single Sign-On with Oracle E-Business Suite Applications user User Security Web Browser Oracle EBS Oracle BI navigate to 3 log in once 1 store ICX session cookie in browser 2 validate session via the ICX cookie 4 establish connection with Oracle EBS 5 drill back to Oracle EBS via Action Links 6
  • 46. © 2008 Oracle Corporation – Proprietary and Confidential 46 Unrivaled Integration with Oracle Apps Deeply Integrated into Oracle EBS • Integrated Data Security Visibility • One login. Right content for each user based on • Operating Unit • Inventory Organization • Business Group • Company Org • Ledger/ Set of Books • Position Siebel CRM user Oracle BI show data based on security group filters 3 log in 1 retrieve data stamped with operating unit from the warehouse 2a Oracle Business Analytics Warehouse ETL fetches operating unit via session init block 2b Oracle EBS user user Oracle BI show data based on security group filters 3 show data based on security group filters 3 log in 1 log in 1 from the warehouse 2a Oracle Business Analytics Warehouse ETL Data Security
  • 47. © 2008 Oracle Corporation – Proprietary and Confidential 47 Build from Scratch with Traditional BI Tools Oracle BI 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 Results • Faster time to value • Lower TCO • Assured business value Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis Speeds Time To Value and Lowers TCO
  • 48. © 2008 Oracle Corporation – Proprietary and Confidential 48 Typical Effort & Customization balance Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc. Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc. Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc. Additional dashboards and reports, guided and conditional navigations, iBots, etc. Level of Effort Degree of Customization Easy Moderate Intermediate Involved Dashboards & Reports OBIEE Metadata DW Schema ETL
  • 49. © 2008 Oracle Corporation – Proprietary and Confidential 49 • Dashboards • Pre-built ETL across multiple applications and sources • Pre-mapped metadata • Pre-built metrics • Pre-built data model The Value is Below the Surface Oracle BI Applications
  • 50. © 2008 Oracle Corporation – Proprietary and Confidential 50 BI Applications - Business Content Over 5,000 pre-defined assets Application Dashboards Dashboard Pages Reports Metrics Sales 14 33 620 555 Marketing 5 27 124 501 Service 8 15 102 465 Contact Center 5 17 72 448 Finance 4 30 205 360 HR 4 16 76 138 Supply Chain & Order Mgmt. 2 18 157 388 Procurement & Spend 2 14 103 161 All Industry Apps 44 147 1117 508 Total 88 317 2576 3524
  • 51. © 2008 Oracle Corporation – Proprietary and Confidential 51 Selected Key Entities of Business Analytics Warehouse Conformed Dimensions  Customer  Products  Suppliers  Internal Organizations  Customer Locations  Customer Contacts  GL Accounts  Employee  Sales Reps  Service Reps  Partners  Campaign  Offers  Cost Centers  Profit Centers Sales  Opportunities  Quotes  Pipeline Order Management  Sales Order Lines  Sales Schedule Lines  Bookings  Pick Lines  Billings  Backlogs Marketing  Campaigns  Responses  Marketing Costs Supply Chain  Purchase Order Lines  Purchase Requisition Lines  Purchase Order Receipts  Inventory Balance  Inventory Transactions Finance  Receivables  Payables  General Ledger  COGS Call Center  ACD Events  Rep Activities  Contact-Rep Snapshot  Targets and Benchmark  IVR Navigation History Service  Service Requests  Activities  Agreements Workforce  Compensation  Employee Profile  Employee Events Pharma  Prescriptions  Syndicated Market Data Financials  Financial Assets  Insurance Claims Public Sector  Benefits  Cases  Incidents  Leads Modular DW Data Warehouse Data Model includes: ~350 Fact Tables ~550 Dimension Tables ~3,500 prebuilt Metrics (2,000+ are derived metrics) ~15,000 Data Elements
  • 52. © 2008 Oracle Corporation – Proprietary and Confidential 52 Rapid Deployments Oracle BI Applications 3½ months 12 weeks 100 days 9 weeks 10 weeks 3 months 6 weeks
  • 53. © 2008 Oracle Corporation – Proprietary and Confidential 53 <Insert Picture Here> Customer Success
  • 54. © 2008 Oracle Corporation – Proprietary and Confidential 54 Media / Energy Aero / Industrial Insurance / Health Life Sciences Other Communications Automotive Finance / Banking Consumer Goods High Tech Business Intelligence Customers Select References
  • 55. © 2008 Oracle Corporation – Proprietary and Confidential 55 <Insert Picture Here> Oracle Supply Chain and Order Management Analytics Demonstration
  • 56. © 2008 Oracle Corporation – Proprietary and Confidential 56
  • 57. © 2008 Oracle Corporation – Proprietary and Confidential 57 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. Safe Harbor Statement
  • 58. © 2008 Oracle Corporation – Proprietary and Confidential 58
  • 59. © 2008 Oracle Corporation – Proprietary and Confidential 59