<Insert Picture Here>
Oracle Project Analytics
Oracle Report Manager
Brad Holzer
Larry Enright
8:30 – 9:30
9:30 – 10:00
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
<Insert Picture Here>
Oracle Project Analytics
Brad Holzer
Senior Sales Consultant
Program Agenda
• Oracle EPM & BI Overview
<Insert Picture Here>
• Value of Prebuilt Oracle BI Applications
• Project Analytics Demonstration
• Dashboards & Reports
• Ad Hoc Reporting
• Q&A
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Who’d you vote for?
?
© 2006 Oracle Corporation – Proprietary and Confidential
?
Oracle BI Applications
Complete, Pre-built, Best Practice Analytics
Auto
Comms
& Media
Complex
Mfg
Consumer
Sector
Energy
Financial
Services
High
Tech
Insurance
& Health
Life
Sciences
Public
Sector
Travel
& Trans
Projects
Sales
Service &
Contact
Center
Marketing
Procurement
& Spend
Supply Chain
& Order
Management
Financials
Human
Resources
Funding
Pipeline&
Agreements
Analysis
Service
Effectiveness
Campaign
Effectiveness
Direct / Indirect
Spend
Revenue and
Backlog
General
Ledger
Employee
Productivity
Budgets
Forecast
Analysis
Accuracy
Customer
Satisfaction
Customer
Insight
Buyer
Productivity
Inventory
Accounts
Receivable
Compensation
Revenue
Sales
Team
Analysis
Effectiveness
Resolution
Rates
Product
Propensity
Off Contract
Purchases
Fulfillment
Status
Accounts
Payable
Compliance
Reporting
Billing
Up-sell/
Analysis
Cross-sell
Service Rep
Efficiency
Loyalty &
Attrition
Supplier
Performance
Customer
Status
Cash Flow
Workforce
Profile
Cost
Cycle
Times
Analysis
Service Cost
Market Basket
Analysis
Purchase
Cycle Time
Order
Cycle Time
Profitability
Retention
Analysis
Profitability
Lead
Analysis
Conversion
Churn &
Service Trends
Campaign
ROI
Employee
Expenses
BOM
Analysis
Expense
Management
Return on
Human Capital
and Other Operational
& Analytic Sources
Source adapters:
Oracle BI Suite Enterprise Edition Plus
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
An enterprise performance management (EPM) system
brings the management processes under a single umbrella,
connecting financial and operational decisions and ctivities
with transactional systems to form a comprehensive
management picture.
•EPM comprises all performance-related strategic,
financial, and operational management processes an
organization undertakes.
•EPM consists of all methodologies, systems, metric
and structures to support the management processes.
Only an EPM system, which includes operational BI
applications as well as financial performance management
applications, can create that critical link between the
operational systems and management systems that enables
insight to action.
© 2006 Oracle Corporation – Proprietary and Confidential
Enterprise Performance Management System
EPM WORKSPACE
Desktop
Web
Search
Performance Management
Applications
Alerts
Office
Mobile
BIBIApplications
Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS
Systems
Data Warehouse
Data Mart
OLAP
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
Enterprise Performance Management System
Market Leading Applications
EPM
EPMWorkspace
Workspace
PERFORMANCE MANAGEMENT APPLICATIONS
Strategy
Business
Management Planning
Financial
Profitability Reporting &
Management Compliance
BI Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS
Systems
Data Warehouse
Data Mart
OLAP
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
Comprehensive BI Applications
EPM Workspace
Performance Management
Applications
BI APPLICATIONS
Sales
Service
Contact Center
Marketing
Procurement & Spend
Supply Chain & Order Mgmt
Finance
HR
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS
Systems
Data Warehouse
Data Mart
OLAP
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Enterprise Performance Management System
Market Leading EPM & Comprehensive Analytic Applications
EPM Workspace
BI APPLICATIONS
PERFORMANCE MANAGEMENT APPLICATIONS
Performance Management
Financial
Strategy
Business
Profitability
Reporting &
Applications
Management Planning
Management
Compliance
Sales Service Mrktg Projects Order Supply HR Finance
Mgmt. Chain
BUSINESS INTELLIGENCE FOUNDATION
Common Enterprise Information Model
BI Server
Essbase
Predictive Analytics
Fusion Middleware
OLTP & ODS
Systems
Data Warehouse
Data Mart
OLAP
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
Enterprise Performance Management System
Leverages Fusion Middleware
EPM Workspace
Performance Management
Applications
BI Applications
Business Intelligence Foundation
FUSION MIDDLEWARE
SOA
OLTP & ODS
Systems
Data
Quality
Data
Integration
Data Warehouse
Data Mart
MDM
OLAP
Identity
Management
Content
Management
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business Process
Management
Business
Process
Comprehensive BI Applications
EPM Workspace
Performance Management
Applications
BI APPLICATIONS
Sales
Service
Contact Center
Marketing
Procurement & Spend
Supply Chain & Order Mgmt
Finance
HR
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS
Systems
Data Warehouse
Data Mart
OLAP
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Oracle Project Analytics
Single- and multi-source Analytic Apps Built on BI Suite EE
Sales
Service
&
Contact
Center
Marketing
Supply
Chain &
Order
Management
Procurement
and
Spend
Financials
Human
Resources
Projects
Oracle BI Applications
Actionable
Dashboards
Reporting &
Publishing
Ad-hoc
Analysis
Proactive
Detection
and Alerts
Disconnected
Analytics
MS Office
Plug-in
Web
Services
Oracle BI Suite EE Plus
DW Schema
Packaged
ETL Maps
Universal
Adapters
Legacy
Project Management,
Budget Management,
and Accounting
Systems
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Oracle Project Analytics
1 Pre-built warehouse with 7 star-schemas
designed for analysis and reporting on
Project funding, agreements, budgets,
costing, billings, revenue, performance and
profitability data.
3 Pre-mapped metadata, including embedded
best practice calculations, and over 500 prebuilt metrics for the project organization.
 Presentation Layer
 Logical Business Mode
 Physical Sources
2 Pre-built ETL to extract data from a large
number of operational tables and load it into
the DW, sourced from CRM, ERP, and other
sources.
4 A “best practice” library of over 100 pre-built
intelligence dashboards, reports and alerts
for project managers, program managers,
project accountants, and executives
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Oracle BI Applications
Complete, Pre-built, Best Practice Analytics
Auto
Comms
& Media
Complex
Mfg
Consumer
Sector
Energy
Financial
Services
High
Tech
Insurance
& Health
Life
Sciences
Public
Sector
Travel
& Trans
Projects
Sales
Service &
Contact
Center
Marketing
Procurement
& Spend
Supply Chain
& Order
Management
Financials
Human
Resources
Funding
Pipeline&
Agreements
Analysis
Service
Effectiveness
Campaign
Effectiveness
Direct / Indirect
Spend
Revenue and
Backlog
General
Ledger
Employee
Productivity
Budgets
Forecast
Analysis
Accuracy
Customer
Satisfaction
Customer
Insight
Buyer
Productivity
Inventory
Accounts
Receivable
Compensation
Revenue
Sales
Team
Analysis
Effectiveness
Resolution
Rates
Product
Propensity
Off Contract
Purchases
Fulfillment
Status
Accounts
Payable
Compliance
Reporting
Billing
Up-sell/
Analysis
Cross-sell
Service Rep
Efficiency
Loyalty &
Attrition
Supplier
Performance
Customer
Status
Cash Flow
Workforce
Profile
Cost
Cycle
Times
Analysis
Service Cost
Market Basket
Analysis
Purchase
Cycle Time
Order
Cycle Time
Profitability
Retention
Analysis
Profitability
Lead
Analysis
Conversion
Churn &
Service Trends
Campaign
ROI
Employee
Expenses
BOM
Analysis
Expense
Management
Return on
Human Capital
and Other Operational
& Analytic Sources
Source adapters:
Oracle BI Suite Enterprise Edition Plus
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Oracle BI Applications
Complete, Pre-built, Best Practice Analytics
Auto
Comms
& Media
Projects
Sales
Funding &
Agreements
Budgets
Analysis
Revenue
Analysis
Billing
Analysis
Cost
Analysis
Profitability
Analysis
Complex
Mfg
Consumer
Sector
Energy
Financial
Services
High
Tech
Insurance
& Health
Life
Sciences
Public
Sector
Travel
& Trans
Service &
Contact
Center
Marketing
Procurement
& Spend
Supply Chain
& Order
Management
Financials
Human
Resources
Service
Effectiveness
Campaign
Effectiveness
Direct / Indirect
Spend
Revenue and
Backlog
General
Ledger
Employee
Productivity
Customer
Satisfaction
Customer
Insight
Buyer
Productivity
Inventory
Accounts
Receivable
Compensation
Resolution
Rates
Product
Propensity
Off Contract
Purchases
Fulfillment
Status
Accounts
Payable
Compliance
Reporting
Service Rep
Efficiency
Loyalty &
Attrition
Supplier
Performance
Customer
Status
Cash Flow
Workforce
Profile
Service Cost
Market Basket
Analysis
Purchase
Cycle Time
Order
Cycle Time
Profitability
Retention
Analysis
Churn &
Service Trends
Campaign
ROI
Employee
Expenses
BOM
Analysis
Expense
Management
Return on
Human Capital
and Other Operational
& Analytic Sources
Source adapters:
Oracle BI Suite Enterprise Edition Plus
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Oracle Project Analytics: Business Need
Drive Intelligent Decisions With The Insight
• Improve Cash Flow - For a $200M project revenue based company,
reducing receivables one day > $500k in cash flow
• Accelerate Deliveries - 10% acceleration of a 16 mo. project with 40%
margin and est. rev of $20M = $1M Cash Flow
• Lower operational costs - Organization can save up to 30-60% in time
dedicated to reporting/ communicating status
• Improve Margins by increasing visibility into change impact
• Reduce project & financial risk by drilling down and identifying
underlying issues
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Dashboards
Dashboard
Pages
Roles
Flexible Dashboard
Parameters
Integration with
Financial Analytics
Charts/Graphs
Reports based on
Multiple Sources
Integration with Procurement
and Spend
FOR Analytics
INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
© 2008 Oracle Corporation – Proprietary and Confidential
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Decision Workflows – Actionable Analytics
Business
Objectives/
Issues
Improve Project
Performance
Is Financial
performance on target?
Are Project costs
under control?
Gain
Insights
NOT REALLY
NO
Drill to
Detail
Why? What is the cost
variance?
Why? What is source of
variance?
Who? Which resources is
causing cost variances
Take
Action
Target efforts
to reduce the
project costs
© 2008 Oracle Corporation – Proprietary and Confidential
FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION
"This information is not a commitment to deliver any material, code, or functionality.
The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
<Insert Picture Here>
Project Analytics
Demonstration
© 2006 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Report Manager Overview
Larry Enright – Applications Sales Consultant
Safe Harbor Statement
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decision. The
development, release, and timing of any features
or functionality described for Oracle’s products
remains at the sole discretion of Oracle.
© 2006 Oracle Corporation – Proprietary and Confidential
First let me introduce myself
Brittni
Tammy
Dean
Derek
Larry
© 2006 Oracle Corporation – Proprietary and Confidential
Who is Larry Enright
1980
College Graduate
1992
Oracle Applications
1995
Applications Consultant
Today
© 2006 Oracle Corporation – Proprietary and Confidential
2005
Joined Oracle
Before
What else about Larry Enright
Industry Experience
Oil & Gas, Manufacturing,
Mining, Distribution,
Retail, Financial, Software
Oracle Applications
Customer
Over 10 Implementations
(Character / Client Server
Web Based)
Today
© 2006 Oracle Corporation – Proprietary and Confidential
Customers
Revenue Over Billion to
Under 50 Million
Before
Almost 30 year of IT experience
© 2006 Oracle Corporation – Proprietary and Confidential
16 of those 30 years are with Oracle and Oracle Applications
© 2006 Oracle Corporation – Proprietary and Confidential
Oracle isn’t the only team that I’m responsible for
© 2006 Oracle Corporation – Proprietary and Confidential
Agenda
• Report Manager Overview
•
•
•
•
•
Repository Management
Submission Flows
User to Value Security
FSG Template Editor
Profile Options
• Demonstration
• Questions and Answers
© 2006 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Report Manager Overview
Repository Management
• Capabilities
• View Reports
• Create SSWA
Menus
• Update
Publishing
Options
• Move
Folders/Reports
• Add Folders
• Archive/Delete
Reports/Folders
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager Overview
FSG Submission
• Capabilities
• Submit Defined
FSG Reports
and publish to
Report Manager
Repository
• Can burst report
through Content
Set page
expansion on a
segment
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager Overview
Ad Hoc FSG Submission
• Capabilities
• Submit Ad Hoc
FSG Report by
selecting existing
FSG
components and
publishing into
the Repository
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager Overview
Standard Report Submission (SRS)
• Capabilities
• Submit SRS
Reports (XML
Output) and
publish to
Repository
• Provides LOV for
Report
Parameters as
defined in
Applications
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager Overview
File Upload
• Capabilities
• Upload 3rd Party
Files into the
Repository
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager Overview
Report Set/Request Set Publishing
• Capabilities
• Publish
previously
submitted Report
Set or Request
Set into the
Repository
• Can save a
template of
publishing
options to apply
to a set
whenever it is
published
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager Overview
User to Value Security
• Capabilities
• Security system
unique to the
Report Manager
application
• Controls what
expanded values
a user can view
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager Overview
FSG Template Editor
• Capabilities
• Create custom
Templates for FSG
Reports
• A template is
automatically
generated
generated based
on the FSG Report
Definition
• Provides interface
to provide layout
and control fonts,
colours, etc.
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager Overview
Profile Options
Profile Option
Description
ADI: Allow Sysadmin to View all Output
When enabled, allows the system
administrator to view all report output.
FRM: User To Value Owner Access
FRM: Set Auto Archive
© 2006 Oracle Corporation – Proprietary and Confidential
Set this profile option to Yes to allow users
to add value sets to participate in the
Security Workbench and give them the
ability to grant owner access to
users/values. When this profile option is set
to No or is not set, users will not be able to
add any participating value sets and will not
have the ability to grant owner access.
Enter a positive integer to determine how
many months into the future a report will be
automatically archived.
<Insert Picture Here>
Report Manager
Demonstration
© 2006 Oracle Corporation – Proprietary and Confidential
For More Information
• Report Manager About Document
• Metalink Note 378338.1
• Report Manager Users Guide
© 2006 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Questions & Answers
© 2006 Oracle Corporation – Proprietary and Confidential