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Oracle Business Intelligence & Analytics
Scot House
Senior Solution Consultant
Agenda
• Business Intelligence Challenges
• Oracle Business Intelligence Platform
• Oracle Business Intelligence Applications
•Q&A
2
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BI & Reporting Challenges
3
Business Intelligence is a Top Priority
#1 priority with CIOs
Gartner 2006 CIO Survey
Merrill Lynch CIO Survey
2006 CIO Technology Priorities
Table 3: What areas are your top Spending Priorities
To what extent will your Investment
in each of the following
technologies change in 2006
Ranking
2006 2005
Business Intelligence (BI)
1
2
+4.8%
Security Enhancement Tools
2
1
Mobile Workforce Applications
3
3
Source: Gartner EXP 2006 CIO Survey
Spending
Increase
Aug Oct
2004 2004
Feb Sep
2005 2005
Jan
2006
Business Intelligence /
Data Warehousing
42%
48%
28%
53%
41%
+4.5%
Security
42%
42%
31%
27%
36%
+3.9%
ERP
12%
26%
32%
17%
28%
Source: Merrill Lynch Survey of 100 CIOs in North America
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BI Challenges Today
•
•
•
•
•
•
Siloed
Fragmented
Inconsistent
Report-centric
Restricted
Unintuitive
Hasn’t the promise of BI
been there for the past
decade?
5
The Evolving Role of BI
From:
To:
Analysts
Pervasive use
Historical data
Real-time, predictive data
Fragmented view
Unified, enterprise view
Reporting results
Insight-driven business
process optimization
Analytic tools
Unified infrastructure &
prebuilt analytic solutions
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Oracle Solution – BI Platform
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Enable 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.
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Oracle Business Intelligence
Comprehensive, Integrated, Best-of-Breed BI Solutions
Oracle
BI Applications
Oracle
BI Suite
Oracle
Data Warehousing
Enterprise-wide, Industry-Specific
Analytic Applications
#1 in BI/Analytic Applications
- IDC
Best-of-Breed, Next Generation BI
Platform
“One of the most comprehensive
and innovative BI platforms…”
- Gartner
Complete Data Warehousing
Solution
#1 in DW Tools
- IDC
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Magic Quadrant for Business
Intelligence Platforms, 1Q07
* Magic Quadrant Disclaimer
The Magic Quadrant is copyrighted January 26, 2007 by
Gartner, Inc. and is reused with permission. The Magic
Quadrant is a graphical representation of a marketplace at
and for a specific time period. It depicts Gartners analysis
of how certain vendors measure against criteria for that
marketplace, as defined by Gartner. Gartner does not
endorse any vendor, product or service depicted in the
Magic Quadrant, and does not advise technology users to
select only those vendors placed in the Leaders quadrant.
The Magic Quadrant is intended solely as a research tool,
and is not meant to be a specific guide to action. Gartner
disclaims all warranties, express or implied, with respect to
this research, including any warranties of merchantability or
fitness for a particular purpose.
This Magic Quadrant graphic was published by Gartner,
Inc. as part of a larger research note and should be
evaluated in the context of the entire report. The Gartner
report is available upon request from Oracle.
“Gartner Magic Quadrant for Business Intelligence Platforms, 1Q07”, Kurt Schlegel, Bill Hostmann, Andreas Bitterer, 26 January 2007
10
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
Files
Excel
XML
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Business
Process
Financial
Performance
Management
Applications
Hyperion
Essbase
Hot-Pluggable With Existing IT Investments
Portals
Data Mining
Applications
Oracle Portal, Any JSR
168 Portal, IIS
Oracle Data Mining,
SPSS, SAS
Oracle EBS, Siebel,
PeopleSoft, JD Edwards
Desktop/Reporting
MS Office,
Lotus Notes, BO, COGN..
Oracle Enterprise Performance Management System
Oracle Business Intelligence Foundation
Security
Oracle Identity
Mgmt
LDAP
Kerberos
iPlanet
MSFT AD
Novell
Custom
Others ..
Data Access
Oracle RDBMS
Oracle OLAP Option
Essbase
Microsoft SQL Server &
Analysis Services
IBM DB2
Teradata
SAP BW
XML, Excel, Text
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Data Integration
Oracle Data Integrator
(Sunopsis)
Oracle Warehouse Builder
Informatica
Ascential
Others ..
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Oracle Solution – BI Applications
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Pre-Built BI/Analytic Applications
Through 2009 there will be a swing toward buying
pre-packaged analytic applications…
(0.7 probability)
Source: Gartner, “Business Intelligence Scenario: Pervasive BI,”
Gartner Symposium ITxpo 2006
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Evolution from Build to Buy
Integrated
Accounting,
Standalone
HR, MRP
Integrated
ERP, SCM
CRM
Web-based
Applications
Standalone
Accounting
IT Tools
BI and ETL
Tools
Packaged
Analytic BI
Applications
Query Tools
1960’s
1970’s
1980’s
1990’s
2000’s
• People stopped building accounting systems decades ago and ERP and
CRM systems dozens of years ago
• Analytic BI Applications provide robust out-of the-box functionality
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Leverage Prebuilt Oracle BI Applications
Procurement
Operations
Finance
Marketing
HR / Workforce
Customers
Sales
Customers
Service
Customers
Distribution
Companies Need Answers Across Business Functions
In a Call Center, how does agent tenure, training, &
compensation affect productivity & cross-selling?
What impact does supplier performance have on customer
satisfaction and revenue consistency?
How does my marketing spend impact pipeline & revenue?
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Suppliers
Suppliers
Suppliers
Oracle BI Applications
Single & Multi-source Analytic Apps Built on BI Suite EE
Interactive
Dashboards
Sales
Reporting &
Publishing
Service &
Contact
Center
Ad-hoc
Analysis
Marketing
Proactive
Detection
and Alerts
Order
Management
& Fulfillment
Disconnected
Analytics
Supply
Chain
MS Office
Plug-in
Financials
Web
Services
Human
Resources
Oracle BI Applications
Oracle BI Apps
built on
Oracle BI EE Suite
• Common Enterprise Information Model
• Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports
• Based on industry and analytic best practices
Packaged
ETL Maps
DW Schema
Universal
Adapters
IVR, ACD, CTI
Hyperion
MS Excel
Other Data Sources
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
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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
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Oracle Financial Analytics Product Components
1 Pre-built warehouse with more than 15 star-
3 Pre-mapped metadata, including embedded
schemas designed for analysis and reporting
on Financial Analytics
best practice calculations and metrics for
Financial, Executives and other Business
Users.
 Presentation Layer
 Logical Business
Model
 Physical Sources
2 Pre-built ETL to extract data from over 3,000
operational tables and load it into the DW,
sourced from SAP, PSFT, Oracle EBS and
other sources.
4 A “best practice” library of over 350 pre-built
metrics, Intelligent Dashboards, Reports and
alerts for CFO, Finance Controller, Financial
Analyst, AR/AP Managers and Executives
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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
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Oracle Order Management and Fulfillment Analytics
Pre-built warehouse with 11 star-schemas
1 designed for analysis and reporting on sales,
fulfillment and receivables data.
3 Pre-mapped metadata, including embedded
best practice calculations and metrics for the
sales organization.
 Presentation Layer
16 Subject Areas
 Logical Business Model
20 Fact and 50 Dimension
Tables
 Physical Sources
2 Pre-built ETL to extract data from over 3,000
operational tables and load it into the DW,
sourced from ERP systems and other legacy
sources.
CRM Financial
HR
OM
Business Analytics
Warehouse
ETL &
Business
Adapters
Operational Systems
4 A “best practice” library of over 70 pre-built
intelligence dashboards, reports and alerts
for sales representatives, analysts, managers
and executives
Legacy
Legacy
POS Inventory
OM
Other Supply Chain Systems
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Selected Key Entities of Business Analytics
Warehouse
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
Conformed Dimensions
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
Customer
Products
Suppliers
Internal Organizations
Customer Locations
Customer Contacts
GL Accounts
Employee
Sales Reps
Service Reps
Partners
Campaign
Offers
Cost Centers
Profit Centers
Modular DW Data Warehouse Data
Model includes:
~350 Fact Tables
~550 Dimension Tables
~5,200 prebuilt Metrics
(2,500+ are derived metrics)
~15,000 Data Elements
 Financial Assets
 Insurance Claims
Public Sector



















Benefits
Cases
Incidents
Leads
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Insight-Driven Business Processes
“Business intelligence (BI) is moving into the
context of the business process, not just to
make users’ information experience more
effective, but also to allow for business process
optimization.”
Software Macro-Trends: Reshaping Enterprise Software - Sep 2005
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Order to Cash: Pain Points
Factory can't
make product
Order built
Order received
Order is
inaccurate
Finance does
not trust that
Order verifiedthe customer
for accuracywill pay the bill
Order picked
Finance accepts it
Or not
Order shipped
Order scheduled
Customer
accepts the order
Or not
Customer
cancels or
changes the
order
Invoice incorrect
Inventory not
available
Order invoiced
Order picked
or packed
incorrectly
Invoice paid
Or not
Payment incorrect
• Customer does not pay
• Pays incorrect amount
• Pays late
Shipment does not meet
customer’s expectations
• Arrives early or late
• Fails incoming quality testing
• Gets lost in shipping
The more quickly and accurately an organization
executes this process, the more efficiently it runs.
Oracle Business Intelligence
Integrated Dashboards Accessible within Oracle EBS
After
"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"
More than just Dashboards & Reports
• Action Links
• Direct navigation from record to transactional while
maintaining context
• Take Action immediately without navigating to a different
screen
27
More than just Dashboards & Reports
• Guided Navigation
• 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
• Conditional Navigation
• 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
BI Approaches: Tools vs Applications
Tools & Build Approach
Pre-Built BI Applications Approach
No Pre-Built Content
Pre-Built BI Content
Oracle BI Platform
w/ Pre-Built Metadata
Oracle BI Platform
(custom metadata)
Siebel
Oracle
Other
Sources
Siebel
Custom Built DW
Custom
ETL
Oracle
Other
Sources
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Pre-Built
ETL
Pre-Built DW
Leverage Prebuilt Oracle BI Applications
Changing the Economics of BI
Build from Scratch
with Traditional BI Tools
Oracle
BI Applications
With BI Suite EE you can:
1. Build custom BI apps
2. Buy Oracle BI Apps
3. Do a mix of both
Training &
Roll-out
Define Metrics
& Dashboards
 Faster deployment
 Lower TCO
 Assured business value
DW Design
Back-end
ETL and
Mapping
Training & Rollout
Specific Metrics
& Dashboards
DW Design Mod
Pre-built ETL
Tailoring
Quarters or Years
Weeks or months
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Role-based dashboards and alerts
Thousands of pre-defined metrics
Prebuilt DW design
Adaptable to your enterprise DW
Prebuilt ETL Business Adapters for Siebel,
Oracle, PeopleSoft, SAP, others
Rapid Deployments
Oracle BI Applications
6 weeks
6 weeks
9 weeks
10 weeks
12 weeks
3 months
3½ months
100 days
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Proven Scalability and Flexibility
Architected for Scale and Performance
• Optimized Native SQL
• Function shipping
• Parallel processing
• Clustering
• Intelligent caching
• Connection pooling
10,000+ users
15,000 users
7,000+ US users  12,000
6,500 disconnected
20,000 users  40,000+
Deploying to 55,000 users
4,000 users  10,000+
12 Terabyte data warehouse
7,500+ users
14+ Terabytes
Teradata, DB2, SQL Server
10,000 users
4,500 users  50,000
300+ analytic applications
12+ Terabytes
7,000 users
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Enterprise BI at Cisco Systems
Pervasive use. Complete and timely information.
“
I use it in my weekly
marketing calls and it has
become the basis for measuring
our effectiveness.
–Andrew Sage,
”
Sr. Director of Marketing
• 8000+ users moving to 20,000
• Sales, marketing, HR, engineering,
finance and Top 500 execs
• Real-time global picture of business
performance
• Clear visibility to real-time and
historical data
• 30% employee productivity gain
• Ties together terabytes of data
across multiple systems
• Winner of RealWare® award for
best BI application
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Oracle BI Applications
Taking Service to the Next Level at Honeywell
“Oracle Business Intelligence
helped us realize measurable
business benefits in numerous
areas, including improving our
average customer response time
by 27%, leading to a 30%
improvement in customer
satisfaction.”
– Darryl Carroll, Director of Sales and
Marketing, Honeywell Aerospace
Objective
 Transform sales and service data into
actionable intelligence
 Provide single “customer scorecard” of sales,
service, and satisfaction to drive
improvements in operational processes
Solution
 Insight in to customer-facing processes for
1,000+ employees across entire organization
 Support customer excellence initiative
“Aerospace Total Account System (ATLAS)”
 Voice of the Customer (VOC) Analytics drive
business operations
Results
 Increased annual after-market spare parts
revenue by 100% with approx 20% of
increase attributable to Siebel
 Increased number of opportunities by 40%
 Improved SR closure rate from 45% to 83%
 Improved customer satisfaction by 30%
34
Business Intelligence Customers
Business Analytic Tools and Applications – Select References
Communications
Automotive
Finance / Banking
Consumer Goods
High Tech
Media / Energy
Aero / Industrial
Insurance / Health
Life Sciences
Other
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