<Insert Picture Here> 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. Oracle Confidential – For Internal Use Only 2 Agenda • What is AIA? <Insert Picture Here> • Concepts • Packaging • Industry Solutions • How can partners get involved? • AIA Exchange • Co-development models • Q&A 3 How AIA Is Delivered Direct Integrations Manage. Pre-built integrations to support data flows between systems Process Integration Packs • Loosely coupled composite business processes Direct Integrations Foundation Packs • Comprehensive business process composition framework Supports: •Modernizing apps •Consolidating systems / MDM •Improving/Extending processes Process Integration Packs Optimize. Pre-built composite business processes across enterprise Applications Foundation Packs Standardize. Common Object and Shared Service Library with supporting SOA programming model and best practice implementation methods 4 What are Foundation Packs (FP)? Tools and Methodology to build your Composite Business Processes Foundation Packs Key Characteristics: • Comprehensive business process composition framework • Pre-built Application independent process models, enterprise objects and services • Standardized business semantics • SOA Reference architecture and programming model • SOA Governance framework and tools Benefits: Leverage Oracle’s business semantics layer Business Process Model Enterprise Business Services SOA Governance Tools Jumpstart your SOA initiatives to get to business agility faster Superior alternative to building it yourself from scratch Oracle supported and maintained Composite Application Framework SOA Methodology Enterprise SOA Framework 5 Enterprise Business Services Extensible, Sustainable, Upgradeable Integration for Business Agility & Efficiency Best Practice Business Process Optimize Offer CRM Forecast Demand Capture Order Pick, Pack, Ship Deduction & Settlement ERP CRM Field Service Benefits Remove Need for Point to Point Interface Eliminate Integration Rework with Edge Apps Upgrades Eliminate Integration Rework with Business Process Changes Facilitate New App Plug In ERP Enterprise Business Objects & Services Embedded P2P Bus Process & Data Integration Billing Billing Billing New App Field Service Easy Upgrade/Replacement of Edge Apps Adaptable, Flexible Business Processes Extensible Common Object Model Standardized Representation of Business Data Productized Integration 6 Existing Enterprise Business Services AIA Foundation Packs Enterprise Business Objects Some of the included objects and more new objects with each release. • Account Balance Adjustment • Advance Shipment Notice • Bill Of Materials • Customer Party • Disbursed Payment • Item Balance • Item Composition • Item Structure • Location • Manufacture Item Composition • Price List • Currency Exchange • Insurance Claim • Debit Memo • Demand Forecast • Sales • Chart of Accounts • Freight Terms Opportunity • Payment Term • Shipment Request • Bank Account • Inventory Reservation • Payable Invoice • Transaction • Pick List • Accounting Entry • Calendar • Promotion • Credit Memo • Fund Transfer • Shipment Receipt • Request For Quote • Fund Transfer • Supplier Party • Requisition Schedule • Bill of Lading • Engineering Change • Purchase Order Order • Quote • Installed Product • Received Payment • Sales Quote • Sales Order • Invoice • Shipment • Request For Quote Advice • SpecificationGroup • Shipment Plan • Item • SpecificationValueSet • UtilitiesMeterReading • AccountGLElement • Check • Classification • AccountingPeriod ValueSet • ServiceRequest • UtilitiesServiceUsage • GLElementValueSet • AuditHistory • Specification 7 Existing Enterprise Business Services AIA Foundation Packs Enterprise Business Objects Some of the included objects and more new objects with each release. • Account Balance Adjustment • Item Balance • Currency Exchange • Insurance Foundation Pack 2.3 Claim • Item Composition • Debit Memo • Demand Forecast • Advance Shipment • Sales New • Freight Terms Updated • Item Structure • Chart of Accounts Notice Opportunity Location • Shipment Request • Invoice • Payment Term •• ResourceCalendarEntry • Bill Of Materials • Bank Account Manufacture Item • Payable Invoice • Inventory Reservation • AccountingEntry •• TransportationStop • Customer Party • Transaction Composition • Pick List • Accounting• Entry CustomerParty • Disbursed Payment • FulfillmentOrder • Calendar • Price List • Promotion • Credit Memo • Item • Engineering Change • ProvisioningOrder • Fund Transfer • Purchase Order • Shipment Receipt • Request For Quote • PayableInvoice Order • TransportationSalesOrder • Fund Transfer • Quote • Supplier Party • Requisition• InstalledProduct • Installed Product Schedule • Worker • Received Payment • Sales Quote • Sales Order • SupplierParty • Invoice • Shipment • Person • Request For Quote Advice • SpecificationGroup • Shipment Plan • Classification • Item • TroubleTicket • SpecificationValueSet • AccountGLElement • Check • UtilitiesMeterReading • SalesOrder • Classification • CreditAlert • AccountingPeriod ValueSet • ServiceRequest • UtilitiesServiceUsage • GLElementValueSet • AuditHistory • Specification • Bill of Lading 8 Business Process Centric Approach AIA Business Process Models Cross-Industry Reference Process Models • • • • • • • Marketing Sales Order Fulfillment Customer Service Supply Chain Planning Product Management Procurement • • • • • • • Materials Management and Logistics Project and Grant Management Financial Control and Reporting Cash and Treasury Management Asset Lifecycle Management Enterprise Information Management Workforce Deployment •AIA delivers predefined business flows •Based on best-practices •Standards compliant Industry Business Process Models Communications (1) • Product Lifecycle Management • Fulfillment • Assurance • Billing Insurance (1) • Claims Utilities (1) Retail (2) • Product Management • Sales • Billing & Revenue Management • Procurement • Sales • Inventory Management • Order Fulfillment • Financial Control & • Customer Service Reporting Financial Services (2) • Financial Control Composite Business Flows •Order to Cash •Design to Release •Design to Release (AIA for SAP) (2) •Customer Master Data Management (2) (1) – Includes new models for the Communications and Utilities Industries Oracle Confidential – For Internal Use Only (2) – New in 2.3 •Product Master Data Management (2) •Financial Operations Control (2) •Lead to Order (2) 9 Enterprise Composite Applications Application Independent UI Composite Applications • Create application independent UI provisioned by multiple back-ends • Build reusable durable, opportunistic, transactional composite applications • Enable business process integration to standardize on AIA canonicals UI Centric Views • Opens up AIA Foundation Pack for consumption in multiple presentation technologies Enterprise Business Services Siebel EBiz SAP Mainframe Custom 10 Planned FY09 AIA Process Integration Packs Horizontal Cross Industry PIPs Enabling… Siebel CRM (8.1) for EBS Order Management (12.1) ►Order to Cash Siebel UCM (8.1) for Oracle EBS (11.5.10), Siebel CRM SIA (8.0) ►MDM (Customer) Integration PIM (12.1) for EBS (11.5.10) and Siebel CRM SIA (8.0) ►MDM (Product) Integration Agile PLM (9.2.2.4) to EBS (12.1) ►Design to Release AIA for SAP PIPs* Enabling… Siebel CRM to SAP* ►Order to Cash Agile to SAP* ►Design to Release SaaS PIPs Enabling… Oracle CRM On Demand for JD Edwards E1 (2.3) ►Opportunity to Order Oracle CRM On Demand for SAP* ►Opportunity to Order Oracle CRM On Demand for Oracle EBS (Update) ►Opportunity to Quote * Subject to Oracle Senior Management Approval Above timeframes are target dates only and subject to change at any11 time. Roadmap: Planned FY09 Process Integration Packs Industry Specific Industry PIPs Enabling… Communications: Comms 2.0.2 (Siebel 8.1 & E-Business Suite 12.1) ►Order to Bill / Fin. Consolidation Comms 2.4, Order to Activate includes OSM and OAM ►Order to Activate Comms 3.1, includes PIM ►Product MDM Retail: Oracle Retail Integration (RMS) to PSFT ►Financial Controls for Retail Siebel CRM Loyalty (8.1) to Retail Stores ►Customer Loyalty Management Product Data Hub Integration Pack for Retail Product Lifecycle Mgt ►Retail PIM Integration Logistics Service Providers: Fleet Management 1 (EBS 12.1, OTM 6.0, SEBL 8.1) ►Quote and Order Management Fleet Management 2 (EBS 12.1, OTM 6.0, SEBL 8.1) ►Driver Management Fleet Management 3 (EBS 12.1, OTM 6.0) ►Settlement and Financial Management Utilities: AIA for Utilities ►Order to Billing 12 Release Themes Financial Operations Control Canonical Data Model Integrated Inventory Valuation Management Synchronization of key financial information Integrated Stock Ledger information Integrated Sales Revenue Recognition Integrated cash and sales journal information Integrated Procure to Pay Integrated invoice matching information © 2008 Oracle Corporation – Proprietary and Confidential For Internal Use 13Only AIA for Retail Release 2.3 Financial Operations Control Process Processes Enabled Overview 1. Lifecycle Data Management • • • • 2. Enhanced Inventory Valuation • Consolidate stock ledger information • Bulk data movement for more timely processing • Visibility from the Accounting System to the transactions / journals in the Stock Ledger and vice versa 3. More Timely Revenue Recognition • Consolidate sales audit information • Service-based validation of chart of accounts • Visibility from the Accounting System to the transactions / journals in Sales Audit and vice versa 4. Streamlined Merchandising Procure to Pay • Consolidate Invoice Match information • Visibility to invoices/vouchers in the Payables System and vice versa © 2008 Oracle Corporation – Proprietary and Confidential Supplier Currency Exchange Rates Payment Terms Chart of Accounts For Internal Use 14Only Financial Operations Control Overview G/L Chart of Accounts Lifecycle Data Management Currency Exchange Rates Retail Merch. System Payment Terms (AP) Suppliers, Partners, Addresses (AP) Freight Terms (AP) General Ledger Inventory Valuation Retail Stock Ledger Inventory & Sales Data Revenue Recognition Retail Sales Audit Daily Sales, Cash & Deposits PeopleSoft Enterprise Financials Aged Receipts Never Invoiced Manually Paid Invoices Merchandising Procure To Pay Retail Invoice Matching Matched & Pre Pay Invoices Credit Notes Payables Debit/Credit Memos Rebates Validation Service © 2008 Oracle Corporation – Proprietary and Confidential Message Based ETL (ODI) Manual Entry For Internal Use 15Only AIA Foundation Pack Faster, Structured and Agile Approach to Integrated Process Composition Enterprise Business Processes • Application Independent • Annotated with Business Services Top-Down AppIndependent Business Processes Enterprise Business Services Library • Prebuilt and standards-based • Application Independent Standardized Building Blocks for Interoperability & Reusability SOA Governance Tools • Business Service Repository (BSR) • SOA Test, Error Handling and Diagnostics End to End Lifecycle Consistency and lower TCO Composite Application Framework • Enables IT to preserve its chosen UI Technology • Application independent UI SOA Methodology • Same approach used by Oracle Development • Supports both web service and batch Enterprise-class Composite Applications Quicker Assembly of Composite Business Processes 16 Sampling of AIA Foundation Pack Customers Professional Services Financial Services Retail Life Sciences Industrial Manufacturing High Technology Engineering & Construction Other 17 Agenda • What is AIA? <Insert Picture Here> • Concepts • Packaging • Industry Solutions • How can partners get involved? • AIA Exchange • Co-development models • Q&A 18 AIA Exchange - First Components Are in Beta! Launch at Collaborate 19 AIA Partner Models & Programs The goal is to create a comprehensive partner ecosystem to develop, extend and deploy Oracle AIA SI Strategic CoDevelopment Model ISV Integration Development & Validation Model SI Led Development & Validation Model 2 1 5 AIA Partner Ecosystem 4 AIA for SAP Special Partner Model Partner Model Key Characteristics 1 SI Strategic CoDevelopment Model • Joint investment in development and GTM • Oracle product and IP • Partner positioned as preferred implementer in Named Accounts 2 SI Led Development Model • Partner invests in building repeatable solutions • Uses AIA Foundation Pack and may contribute to it • Partner solution and IP. Validated, endorsed and promoted by Oracle. Listed on Oracle AIA Solution Catalog 3 SI Implementation Engagement Model • Awareness, Education and Training on AIA • Deal Support, COE and Labs Setup for AIA products • Cost effective service delivery network for AIA 4 AIA for SAP – Special Partner Model • Special partner model to support creation of Oracle Apps to SAP PIPs •Multiple GTM & implementation partners possible 5 ISV Integration Development & Validation Model • ISV builds and owns the AIA business connectors for their Apps • Validated, endorsed and promoted by Oracle • Non-competitive ISVs preferred at the PIP level 3 SI Implementation Engagement Model 20 Partner Role in Product Development Lifecycle SI Co-Development Model Key Phases Product Defn, Biz Case and Market Analysis Requirement Analysis & Design Coding, Testing, QA and Documentation Provision/Maintain Environments Required AIA & FMW Enhancements Overall Product & Program Mgmt Product Packaging & Pricing Product Support & Maintenance Oracle Field Enablement & Market Awareness Partner Field Enablement Oracle Partner Validate Assist Assist 21 Co-Dev Solution Selection Criteria 2. Stand alone new application module or composite business process 1. Deep industry application with unique industry orientation Co-Dev Solution Selection Criteria 3. Potential to create competitive differentiation through bridging current functional gaps 4. Potential to create pull-through for Oracle’s broader Applications and Tech 22 Sampling of Leading AIA Partners Partner Strategic Co-Dev Partner Solution Partner and/or AIA Center of Excellence Implementation Partner Global Business Services 23 Oracle Confidential – For Internal Use Only 24 25