© 2007 Oracle Corporation – Proprietary and Confidential
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.
© 2007 Oracle Corporation – Proprietary and Confidential
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Oracle Business Intelligence & Analytics
for PeopleSoft and JD Edwards
Norma Penson
Principal Solution Consultant
Agenda
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•
•
•
•
•
Business Intelligence & Reporting Challenges
Oracle Solution
Customer Successes
Demonstration
Enterprise Performance Management Preview
Q&A
© 2007 Oracle Corporation – Proprietary and Confidential
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BI & Reporting Challenges
© 2007 Oracle Corporation – Proprietary and Confidential
Typical BI Challenges Faced by
Organizations Today
• Siloed BI deployments across apps and departments
• Fragmented view of information
• No consistent definition of business metrics
• Are metrics such as product profitability, customer lifetime value, and
marketing campaign ROI calculated consistently?
• Each analyst with a BI tool may have their own answer
• Report-centric model with backlog of new requests in IT
• Top management requests get first priority, while needs of other Business
users go unmet
• Few users have timely and actionable information needed to optimize
actions and decisions
• Particularly middle management and “front line” users
© 2007 Oracle Corporation – Proprietary and Confidential
Procurement
Operations
Finance
HR / Workforce
Customers
Marketing
Sales
Customers
Service
Customers
Distribution
Advanced Analysis Often Spans
Heterogeneous Data Sources
How does call center agent tenure, training, & compensation
affect efficiency and cross-selling performance?
How does supplier performance impact customer satisfaction
and revenue?
How do I proactively manage risks of my receivables portfolio?
© 2007 Oracle Corporation – Proprietary and Confidential
Suppliers
Suppliers
Suppliers
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Oracle Solution
© 2007 Oracle Corporation – Proprietary and Confidential
Enabling the Insight-Driven Enterprise
1. Empower Everyone – Every person is provided with relevant,
complete information tailored to their 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.
© 2007 Oracle Corporation – Proprietary and Confidential
Pervasive Information Access
Through a Unified BI Foundation
Desktop
Gadgets
Ad-hoc
Analysis
Interactive
Dashboards
Search
Reporting &
Publishing
Proactive
Detection
and Alerts
Disconnected
& Mobile
Analytics
MS Office
& Outlook
Integration
Common Enterprise Information Model
Integrated Security, User Management, Personalization
Multidimensional Calculation and Integration Engine
Intelligent Request Generation and Optimized Data Access Services
OLTP & ODS
Systems
Data Warehouse
Data Mart
© 2007 Oracle Corporation – Proprietary and Confidential
Essbase
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
Files
Excel
XML
Business
Process
Hot-Pluggable With Existing IT
Investments
Portals
Data Mining
Applications
Desktop Tools
Any JSR 168 Portal
Oracle Data Mining,
SPSS, SAS
Oracle EBS, Siebel, SAP,
PeopleSoft, JD Edwards ..
Excel, Outlook,
Lotus Notes ..
Oracle Enterprise Performance Management System
Oracle Business Intelligence Foundation
Security
Oracle
Kerberos
iPlanet
MSFT AD
Novell
Custom
Others ..
© 2007 Oracle Corporation – Proprietary and Confidential
Data Access
Oracle RDBMS
Oracle OLAP Option
Microsoft SQL Server &
Analysis Services
IBM DB2
Teradata
Essbase
SAP BW
XML, Excel, Text
Data Integration
Oracle Data Integrator
(Sunopsis)
Oracle Warehouse Builder
Informatica
Ascential
Others ..
Ad-hoc Query Capability
• Comprehensive subject
areas available for
Ad-hoc analysis
• New Calculated Fields
• Available within Market
Leading BI Toolset
• Easy to use Charting tool
• Formatting
• Widgets
• Highlighting
• Multi-language
© 2007 Oracle Corporation – Proprietary and Confidential
Guided Navigation & Action Links
• Analytic Workflows
• Guided Navigation and Conditional Navigation links
• Checks for specific conditions and displays (or not) a dashboard section,
or a navigational link to either a report or a dashboard
• Action Links
• Direct navigation from record to transactional while maintaining context
© 2007 Oracle Corporation – Proprietary and Confidential
Integrated Security
• Launch Oracle
OBI EE dashboard
from Application
Navigator
• Shared
responsibilities
between Oracle
EBS and Oracle
OBI EE
• Sign in only once
in EBS
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle BI Applications
• Add insight to CRM and
ERP applications
• Easy to adapt and
extend
• Tight integration with
OLTP systems
• Works with existing IT
environment
• Low TCO
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle BI Applications
Financials
Sales
Human
Resources
Service &
Contact
Center
Procurement &
Supply Chain
Marketing
Order
Management
& Fulfillment
Common Enterprise Information Model
Oracle BI Server
Other Data Sources
IVR, ACD, CTI
Hyperion
MS Excel
Syndicated
Oracle BI Applications
Multi-Source Analytics with Single Architecture
Auto
Comms
& Media
Complex Consumer
Sector
Mfg
Sales
Service &
Contact
Center
Pipeline
Analysis
Energy
Financial
Services
High
Tech
Insurance
Life
& Health Sciences
Public
Sector
Travel
& Trans
Marketing
Order
Management
& Fulfillment
Supply
Chain
Financials
Human
Resources
Churn
Propensity
Campaign
Scorecard
Order
Linearity
Supplier
Performance
A/R & A/P
Analysis
Employee
Productivity
Triangulated
Forecasting
Customer
Satisfaction
Response
Rates
Orders
vs. Available
Inventory
Spend
Analysis
Sales Team
Effectiveness
Resolution
Rates
Product
Propensity
Cycle Time
Analysis
Procurement
Cycle Times
Customer
& Product
Profitability
HR Compliance
Reporting
Up-sell /
Cross-sell
Service Rep
Effectiveness
Loyalty and
Attrition
Backlog
Analysis
Inventory
Availability
P&L Analysis
Workforce
Profile
Cycle Time
Analysis
Service Cost
Analysis
Market Basket
Analysis
Fulfillment
Status
Employee
Expenses
Expense
Management
Turnover
Trends
Lead
Conversion
Service
Trends
Campaign ROI
Customer
Receivables
BOM Analysis
Cash Flow
Analysis
Return on
Human Capital
GL / Balance Compensation
Sheet Analysis
Analysis
Other Operational
& Analytic Sources
Prebuilt adapters:
Oracle BI Suite Enterprise Edition
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle Financial Analytics Product Components
1 Prebuilt warehouse with more than 15 star-
schemas designed for analysis and reporting
on Financial Analytics
3 Pre-mapped metadata, including embedded
best practice calculations and metrics for
Financial, Executives and other Business
Users.
 Presentation Layer
 Logical Business
Model
 Physical Sources
2 Prebuilt ETL to extract data from over 3,000
operational tables and load it into the DW,
sourced from SAP, PSFT, and other sources.
© 2007 Oracle Corporation – Proprietary and Confidential
4 A “best practice” library of over 350 prebuilt
metrics, Intelligent Dashboards, Reports and
alerts for CFO, Finance Controller, Financial
Analyst, AR/AP Managers and Executives
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Value of Prebuilt BI Applications
© 2007 Oracle Corporation – Proprietary and Confidential
BI Approaches: Tools vs Applications
BI content
Comparison
Points
Oracle BI Platform
& Metadata
Prebuilt BI
Applications
Approach
BI Content

Metadata

Data
Warehouse

ETL

DW
ETL
Oracle SAP R/3
Siebel
PSFT
EDW
Federated Data Sources
© 2007 Oracle Corporation – Proprietary and Confidential
Other
Tools &
Build
Approach
Change the Economics of BI
Build from Scratch
with Traditional BI Tools
Oracle BI Applications
Training / Roll-out
Oracle BI Applications
solutions approach:
• Faster time to value
• Lower TCO
• Assured business value
Define Metrics
& Dashboards
DW Design
Training / Rollout
Back-end
ETL and
Mapping
Define Metrics
& Dashboards
DW Design
Back-end
ETL and
Mapping
Months or Years
Weeks or Months
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
© 2007 Oracle Corporation – Proprietary and Confidential
Easy to use, easy to adapt
Role-based dashboards and
thousands of pre-defined metrics
Prebuilt DW design, adapts to your
EDW
Prebuilt Business Adapters for
Oracle, PeopleSoft, Siebel, SAP,
others
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Customer Success
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle BI Success
© 2007 Oracle Corporation – Proprietary and Confidential
What Customers Are Achieving
Deployed to 800 users in under 90 days
Analytics for sales-oriented contact center
Live in 120 days
Sales Analytics
Deployed to 3000+ users in 3 months
Sales Analytics
4 months from decision to live for 1200 users
Pharma Analytics
Live in 100 days, 6500 users
Sales and Marketing Analytics
“Having had experience of Siebel Business
Analytics, I can vouch that it can be
deployed as rapidly as they claim...It is a
product that really delivers.”
© 2007 Oracle Corporation – Proprietary and Confidential
D E M O N S T R A T I O N
Oracle BI
Applications
© 2007 Oracle Corporation – Proprietary and Confidential
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Oracle EPM
© 2007 Oracle Corporation – Proprietary and Confidential
Enterprise Performance Management System
Integrates Transaction, Intelligence, Financial Systems
Modeling
Planning &
Budgeting
Financial
Management
Financial &
Statutory
Reporting
Metrics &
Scorecards
Financial Performance Management
Enterprise
Performance
Management
System
Transactional Systems
Operational BI Systems
Operational
Business
Intelligence
Sales & CRM
Financials
Supply Chain
HR
© 2007 Oracle Corporation – Proprietary and Confidential
Procurement
Data
Warehouse
Data
Integration
Query &
Analysis
OLAP
Dashboards
Enterprise/
Operational
Reporting
Alerts &
Workflow
Oracle BI Suite Enterprise Edition Plus
Pervasive Information Delivery
Interactive
Dashboards
Ad hoc
Analysis
Proactive
Detection
and Alerts
Microsoft
Office
Reporting & Publishing
BI Publisher
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis
Common Enterprise Information Model
Oracle BI Server
Set
Goals
Plan
Insight
Performance
Action
Report
Monitor
Align
Analyze
OLTP & ODS
Systems
Data
Warehouse
Data Mart
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
© 2007 Oracle Corporation – Proprietary and Confidential
Files
Excel
XML
Business
Process
Financial
Performance
Management
Applications
Hyperion
Essbase
© 2007 Oracle Corporation – Proprietary and Confidential
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Technical Overview
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle BI Applications Architecture
Dashboards by Role
Oracle BI
Presentation
Services
Oracle BI
Server
Logical Model / Subject Areas
Physical Map
Metadata
Metrics / KPIs
Data Warehouse /
Data Model
Direct
Access to
Source
Data
Load Process
Staging Area
ETL
DAC
Administration
Reports, Analysis / Analytic
Workflows
Extraction Process
Oracle SAP R/3
Siebel
PSFT
EDW
Federated Data Sources
© 2007 Oracle Corporation – Proprietary and Confidential
Other





Role Based Dashboards
Analytic Workflow
Guided Navigation
Security / Visibility
Alerts & Proactive Delivery




Logical to Physical Abstraction Layer
Calculations and Metrics Definition
Visibility & Personalization
Dynamic SQL Generation




Abstracted Data Model
Conformed Dimensions
Heterogeneous Database support
Database specific indexing



Highly Parallel
Multistage and Customizable
Deployment Modularity
Features:
Benefits:
• Conformed dimensions
• Transaction data stored in most
granular fashion
• Tracks full history of changes
• Prebuilt and extensible
• Built for speed
•
© 2007 Oracle Corporation – Proprietary and Confidential
•
•
Procurement
Operations
HR / Workforce
Customers
Finance
Marketing
Sales
Customers
Service
Customers
Distribution
Integrated Enterprise Analytics Data Model
Suppliers
Suppliers
Suppliers
Enterprise-wide business analysis
(across entire value chain)
Access summary metrics or drill to
lowest level of detail
Accurate historical representations
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Supplemental Information
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle Financial Analytics
Comprehensive View of Financial Performance
General Ledger & Profitability Analytics
Incorporates detail-level general ledger transactions and cash flow analysis
across locations, customers, products, sales territories, distribution channels,
and business units.
Identifies the customers and transactions that are providing maximum profits
by product, location, department, and geographic detail. When combined with
Marketing Analytics, it enables analysis of Campaign ROI and assists in
customer segmentation.
Payables Analytics
Provides visibility into payments due to suppliers and expense line detail so
managers can manage cash outflows and control expenses. When combined
with Supply Chain Analytics, it allows full procurement analysis from
Requisition to Check.
Receivables Analytics
Monitors collections processes to show what customers buy and how they
pay, enabling managers to identify overdue balances and other receivables
bottlenecks. When combined with Oracle Sales Analytics and Oracle Order
Management & Fulfillment Analytics, it enables more efficient management of
the entire Lead to Cash process.
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle Supply Chain Analytics
Complete solution for entire supply side operation
Procurement and Spend Analytics
Increase visibility into direct and indirect spend, product delivery
schedules, payment and employee expenses. Reduce spend through
demand aggregation and strategic sourcing initiatives.
Supplier Performance and Supplier Payables
Understand and track cycle times, supplier price performance and score
carding, delivery performance, and product receipt quality. Decrease
costs, procurement cycle times, minimize working capital.
Inventory Analytics
Incorporate analysis of the inventory held by an organization, bill of
materials, inventory movements in, out and through production or storage
location, and better understand customer and supplier returns. Optimized
Inventory levels, maximize customer sales through product availability.
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle Order Management and Fulfillment Analytics
Complete solution for gaining insight into the Order to Cash process
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.
…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.
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle HR Analytics
Driving Return on Human Capital Investment
Compensation Analytics
Increase performance of organization by understanding and leveraging pay
and performance relationship. Decrease costly compensation errors.
Operations & Compliance Analytics
Reduce cost and time associated with compliance reporting. Increase
employee satisfaction and retention by managing overall profile and
background of workforce. Drive lower HR costs through reduced recruiting and
terminations
Objectively assess HR organization’s performance on periodic basis. Drive HR
to more strategic role in organization by showing return on HR investment.
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle Sales Analytics
Complete solution for entire sales cycle
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.
Usage Accelerator Analytics Option
Add-on to Sales Analytics empowers front line managers with the information
needed to effectively manage their team’s usage. Removes the ambiguity and
focuses users on the information they need to maintain.
© 2007 Oracle Corporation – Proprietary and Confidential
Service and Contact Center Telephony Analytics
A complete solution for entire service lifecycle
Service Analytics
Complete analysis of the business aspect of the services organization.
Includes analysis of the call center and field service business to understand the
true cost to serve in a complex service business
…add Oracle Contact Center Telephony Analytics for complete insight
Contact Center Telephony
Enables the measuring and managing of multi-channel contact
center operations, key business processes and activities by
providing increased operational effectiveness through detailed
staffing, headcount and scheduling analysis
Also provides increased business value through complete
campaign and sales performance insight by agent and across
customer, product, service and region.
© 2007 Oracle Corporation – Proprietary and Confidential
Marketing Analytics
Complete solution for entire marketing organization
Marketing Analytics
Campaign Analytics - Provides Campaign Results data by Offer, Segment,
Agent performance. Manager can monitor a campaign scorecard and identify root
causes for shortfalls in meeting predicted goals
Customer Analytics - Provides product affinity, market basket and
next product purchased analysis. Provides demographic information and
information on impact of customer behavior due to marketing activities.
Event Analytics - Provides Analytics related to management of trade shows,
customer events etc. Marketing Events Analytics can show analysis of Event
registrations, expenses on supplies by vendor, region, event etc., Event ROI
analysis that is fully integrated with Marketing Planning Analytics.
Marketing Planning Analytics
Provides Marketing Planning related information. The information is organized
for different roles like Marketing Executive, Director, Finance Director. The
dashboard also has a Sales Alignment page to allow Sales and Marketing
Executives to co-ordinate activities
© 2007 Oracle Corporation – Proprietary and Confidential