The document discusses operational management and performance excellence. It lists conference dates and locations for Oracle events in 2011-2012 in San Francisco, Latin America, and Tokyo. It then discusses how enterprise performance management and business intelligence tools can help companies achieve management excellence and operational excellence to gain a competitive advantage.

1. San Francisco 2011
October 2–6, 2011
Latin America 2011
December 6–8, 2011
Tokyo 2012
April 4–6, 2012
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2. Operational Management To Performance Excellence
Scott Tunbridge
APAC Program Director EPM/BI
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3. Management Excellence:
The Next Competitive Edge
Competitive
Advantage
MANAGEMENT EXCELLENCE
OPERATIONAL EXCELLENCE Time
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4. Their roles in the Enterprise
Operational Systems Performance Management
Systems & BI
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5. Management Excellence Definitions
• Enterprise Performance Management
• Business Intelligence Tools
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6. Enterprise Performance Management is a
Discipline
that Enables Management to:
Link strategies to plans and execution,
Monitor financial and operational results against goals,
and applying analytics to
Drive enterprise-wide performance
improvement.
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7. Improve Stakeholder Value
WORLD CLASS EPM ORGANIZATIONS DELIVER 2.4
TIMES MORE EQUITY MARKET RETURN THAN THEIR
INDUSTRY PEERS
2.4
1
Peer Group Best in Class
Sources: IBM CFO study 2008, Hackett 2007; Accenture’s “Finance And Performance Management Mastery, 2004”
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8. Business Intelligence is a set of
Tools and Applications that Enable
Management to:
Bring understanding to millions of rows of data
Empower business users with easy to use systems
Initiate changes to business operations and functions
Support business performance disciplines
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9. Tools to support different questions used for
measuring and improving performance
Historical Situational Forward-looking
Questions Questions Questions
Standardized Ad-Hoc Query Modeling and
Reporting & Analysis Forecasting
Past Present Future
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10. So why did companies adopt ERP?
Cost Scalability
Standardisations
Innovation
Scope
Single Vendor
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11. How do we do
Performance Management today?
Departmental Lack of business
ECONOMIC
OPERATIONAL VALUE ADDED alignment
PLANNING (EVA)
VARIANCE
Excel & Best of Breed ANALYSIS Inconsistency in
ANALYZE GOAL
business decisions
PERFORMANCE SETTING
Multiple Vendors
Low predictability in
SCORECARDS FINANCIAL performance
Custom Integration REPORTING
Ongoing Support & Dev MONITOR
ROLLING
RESULTS
FORECAST
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12. Fact: Disconnect Between
Analytics and Action
• “One-off”, ad-hoc analyses are difficult to re-use
• Scenario modeling is manual and time intensive
• Difficult to link strategy to the real-world facts
What Happened? Why Did it Happen?
Take Action How to Optimize
Who Does What? Across Alternatives?
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13. Fact: Expensive Analytic Silos Perceived
as Quick Fix
• Multiple BI tools impact analytical
productivity
• Flawed view of business
performance
• Emergence of shadow BI projects
• Higher costs from fragmented MARKETING
BI infrastructure FINANCE
SALES
MANUFACTURING
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14. Fact: BI Requirements
Continually Evolve
• 50% of analytic requirements changed in the first year
• Difficult to incorporate new or emerging data sources
• Expensive to integrate BI with IT infrastructure
• Development risk is result
50%
CHANGE
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15. Oracle’s Strategy
Complete. Open. Integrated.
• Engineered to work together
• Tested together
• Certified together
• Packaged together
• Deployed together
• Upgraded together
• Supported together
• Managed together
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16. Oracle EPM & Business Intelligence Embedded Business
Continued Investment and Innovation Intelligence
Oracle
Business Intelligence 11g
Oracle Exadata
Hyperion EPM System
BI Applications
Enterprise BI Platform
Data Mining
Ad Hoc Query
Database Reporting
OLAP
BI Releases 1.2 1.6 2.0 8i 8.3 9i 10g 10g R3 10g R5 11g
1995 2000 2005 2011
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17. Intelligent Decision Cycle
Analytics Power Intelligent Business Processes
1 What Happened? 2 Why Did it Happen?
4 3
Take Action How to Optimize
Who Does What? Across Alternatives?
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18. Complete Open Integrated.
Oracle Business Intelligence 11g
Data Scorecards Interactive Reporting & Ad-hoc Office Search Detect Collaborate Mobile Embedded
Integration Dashboards Publishing Analysis Integration & Alert
Common Enterprise Information Model
• Common Metadata Foundation across all Data Sources
• Common Security, Access Control, Authorization, Auditing
• Common Business Intelligence Foundation
Common Request Generation and Optimized Data Access Services
• Common Clustering, Workload Management, & Deployment
• Common Systems & Operational Lifecycle Management
OLTP & ODS Data Warehouse Exadata OLAP Packaged Unstructured & Excel Business
Systems Data Mart Sources Applications Semi-Structured XML/Office Process
(Oracle, SAP, Others)
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19. Packaged
BI
Applica/ons
Business
Intelligence
EE
11gR1
Sales
Procurement
Financials
and
Spend
Service
and
Marke/ng
Contact
Supply
Chain
Center
and
Order
ERP
CRM Management
Projects
Price
Human
Loyalty
Resources
ORACLE
BI
ENTERPRISE
EDITION
AND OTHER OPERATIONAL AND ANALYTIC SOURCES
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20. Credit Suisse Manages Headcount
Oracle HR Analytics, OBIEE and PeopleSoft HCM 9.0
Global private and investment banking and asset
management company
Operates in over 50 countries around the globe
Over 46,000 employees globally
Before After
§ Tactical only solution available to small (60 § Standardized HR reporting platform providing
users) population intelligent analysis used by 8,000 line managers
§ No single set of HR processes and analytic § Reduced workforce costs and increased employee
reports productivity
§ Primary focus on reactive reporting § Increased ability to understand HR business
§ Little visibility in to employee performance, drivers and the effects on the workforce
retention, and attrition
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21. Shortens Budget Cycle by Implementing
18 Month Rolling Forecast
World's 5th largest Airline, celebrated its 75th anniversary in 2009
Operates 2,750 daily departures;133 domestic, 132 international
destinations
Named Fortune magazine No1 World's Most Admired Airline
Before After
§ 30% of FP&A time spent on data management § Move to a 18 month rolling forecast to allow for
§ Thousands of spreadsheets exist with embedded shorter budgeting process
calculations, macros & links § Replaced 1000’s of excel spreadsheets
§ Excessive review time and multiple iterations due § Web-based data entry for Workforce Planning
to extended budget cycle (Mgmt, Reservations agents)
§ Security issues with having data residing in offline
Excel spreadsheets § Enabled for local currency input and automated
currency translation
§ Driver-based calculations using Operational
Statistics
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22. The New Standard for Management Excellence
Oracle’s Integrated Solution
• Financials • Sales
• HR • Marketing
• Procure & Spend • Service
• Projects • Contact Center
DETECT
• Supply Chain • Price
• Order Mgt SINGLE • Loyalty
• Logistics ACT
ENTERPRISE
ANALYZE
INFORMATION
MODEL
• Scorecard MODEL • Financial Services
• Strategic Planning • Communications
• Financial Close • Healthcare
• Planning & Forecasting • Retail
• Profitability Management
22

23. How should we be doing
Performance Management?
Standardise systems
Define Align Refine
Embrace the Empower your users
Enterprise
Stop recreating the wheel
Leverage Integration
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24.
Oracle Fusion Human Capital Management
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25. 25
QA
&
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