JD Edwards
Summit
Sell JD Edwards Related Services with
Process and Metric Conversations
Oracle Business Intelligence Applications
Don Sheehan, Sales Consultant
Alex Anvari, BI Strategist
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
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 decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
2
Session Abstract
Thursday February 5, 2015 at 1:30pm in Sequoia Room
• Within an industry and company context, engage your customers with
impactful questions. This session highlights cross-functional KPI’s across
Supply Chain, Order Management, Procurement, and Finance. JD Edwards
has prebuilt adapters that load the prebuilt data warehouse of Oracle
Business Intelligence Applications. Take the journey from transaction-toaction by the vehicle of Oracle Analytics.
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
3
Agenda
• Oracle Business Analytics Strategy
• Scope Objectives Approach
• BI Applications
• On Premise, Cloud and Hybrid Deployment
• BI Cloud Services
• Oracle Cloud Partner Programs
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
4
Oracle Business Analytics Strategy
Any Data,
Any Source,
Any Format
Integrated
Suite of
Analytic Tools
Integrated
Suite of EPM &
Analytics Apps
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
On Premise,
On Cloud,
On Mobile
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
Deploy
Charter
Enable
BICS
OTBI-E
+
OMCS
OBIA
Actions
OBJECTIVES
Vision
Decision
Improve
Processes
Reports
Records
Timing
+
Measure
Initiative
Market
Regulation
Function
System
Application
SCOPE
APPROACH
6
Oracle BI Applications
What Are They?
CRM ANALYTICS
•
•
•
•
•
•
SERVICE &
CONTACT CENTER
SALES
MARKETING
Pipeline Analysis
Forecast Accuracy
Up-sell/Cross-sell
Cycle Times
Lead Conversion
Sales Team
Effectiveness
• Campaign
Effectiveness
• Customer Insight
• Product Propensity
• Market Basket
Analysis
• Campaign ROI
•
•
•
•
Service Effectiveness
Customer Satisfaction
Resolution Rates
Service Rep
Efficiency
• Service Cost
• Service Trends
PRICE
LOYALTY
• Price Segments
• Price Waterfall
Analysis
• Deal Life Cycle
• Deal Desk Analysis
• Product Pricing
Performance
• Member
Demographics
• Membership Trends
• Promotion Cost
• Promotion
Effectiveness
• Points Analysis
ERP ANALYTICS
• General Ledger
• Accounts
Receivable
• Accounts Payable
• Fixed Assets
• Profitability
• Expense
Management
PROJECTS
• Project Funding
and Budget
• Product Cost
• Project Revenue
• Project Billing
• Project Profitability
• Resource Mgmt
PROCUREMENT &
SPEND
HUMAN
RESOURCES
FINANCIALS
•
•
•
•
•
•
•
Empl. Productivity
Compensation
Talent Management
Recruiting Analysis
Learning Analysis
Workforce Profile
Time & Labor
•
•
•
•
•
•
•
STUDENT
INFORMATION
• Admissions and
Recruiting
• Student Records
• Student Financials
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
•
•
•
•
•
•
Direct & Indir Spend
Sourcing
Buyer Productivity
Contract Compliance
Supplier Perf.
Purch. Cycle Time
Employee Expense
MANUFACTURING
•
•
•
•
Plan to Produce
Work Orders
Inventory and WIP
Quality, Resource
Usage
• Bill of Material
• Costing
• Kanban
SUPPLY CHAIN &
ORDER MGMT
ENTERPRISE ASSET
MANAGEMENT
Revenue & Backlog
Inventory Analysis
Fulfillment Status
Customer Status
Order Cycle Time
BOM Analysis
•
•
•
•
Maintenance History
Maintenance Costing
Asset Genealogy
Breakdown &
Preventive
• Quality
• Inventory
Oracle BI Applications
What Are They?
CRM ANALYTICS
•
•
•
•
•
•
SERVICE &
CONTACT CENTER
SALES
MARKETING
Pipeline Analysis
Forecast Accuracy
Up-sell/Cross-sell
Cycle Times
Lead Conversion
Sales Team
Effectiveness
• Campaign
Effectiveness
• Customer Insight
• Product Propensity
• Market Basket
Analysis
• Campaign ROI
•
•
•
•
Service Effectiveness
Customer Satisfaction
Resolution Rates
Service Rep
Efficiency
• Service Cost
• Service Trends
PRICE
LOYALTY
• Price Segments
• Price Waterfall
Analysis
• Deal Life Cycle
• Deal Desk Analysis
• Product Pricing
Performance
• Member
Demographics
• Membership Trends
• Promotion Cost
• Promotion
Effectiveness
• Points Analysis
ERP ANALYTICS
• General Ledger
• Accounts
Receivable
• Accounts Payable
• Fixed Assets
• Profitability
• Expense
Management
PROJECTS
• Project Funding
and Budget
• Product Cost
• Project Revenue
• Project Billing
• Project Profitability
• Resource Mgmt
PROCUREMENT &
SPEND
HUMAN
RESOURCES
FINANCIALS
•
•
•
•
•
•
•
Empl. Productivity
Compensation
Talent Management
Recruiting Analysis
Learning Analysis
Workforce Profile
Time & Labor
•
•
•
•
•
•
•
STUDENT
INFORMATION
• Admissions and
Recruiting
• Student Records
• Student Financials
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
•
•
•
•
•
•
Direct & Indir Spend
Sourcing
Buyer Productivity
Contract Compliance
Supplier Perf.
Purch. Cycle Time
Employee Expense
MANUFACTURING
•
•
•
•
Plan to Produce
Work Orders
Inventory and WIP
Quality, Resource
Usage
• Bill of Material
• Costing
• Kanban
SUPPLY CHAIN &
ORDER MGMT
ENTERPRISE ASSET
MANAGEMENT
Revenue & Backlog
Inventory Analysis
Fulfillment Status
Customer Status
Order Cycle Time
BOM Analysis
•
•
•
•
Maintenance History
Maintenance Costing
Asset Genealogy
Breakdown &
Preventive
• Quality
• Inventory
More than just dashboards and reports
The value of BI Applications lies under the surface
DASHBOARDS & REPORTS
• Prebuilt best practice library
• 3000+ prebuilt reports
PRE-BUILT WAREHOUSE
PRE-BUILT ETL
with 360+ star-schemas
to extract data from over
3,000 operational tables
PRE-MAPPED METADATA
CONFORMED DIMENSIONS
embedded best practice
calculations and over 10000
metrics
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
for Cross Functional Analysis
Driving Bottom Line Impact
• Mitigate Supply Chain Risk:
– Visibility and drill to transactional flows (sourcing, inventory, returns, orders, cash)
– Analytical framework for scenario planning and loss estimations
– Disaster Response to Business Continuity to Business Resiliency
• Supply Optimization
– Supplier Management Cost and Quality
– Sourcing Integrated with Demand
• Investment in Innovation
– Accelerate Design to Delivery to Market
– Continuous Improvement for inventory, bottlenecks, quality and compliance
– Means of engaging workforce and partners.
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
10
Deployment Option: Hybrid Data Sources
Oracle HCM Cloud & On-Premises JD Edwards, OBIA
Cloud Services
Oracle HCM
Cloud
Oracle Sales
Cloud
OTBI
OTBI
Scenario:
Customer begins with the following onpremises applications:
 JD Edwards
 Oracle Applications
Oracle Apps
Cloud Svc.
Adapter
Wants to migrate some HR functionality to
Fusion HCM in the cloud, yet retain crossfunctional analytics with both cloud and onpremises systems.
On Premises
JD Edwards
Fin, P&S,
SC&OM
OBIA
PSFT, SEBL,
EBS, Other
 OBIA
Solution:
The OBIA Cloud Adapter will extract and stage
cloud data so that it can be transformed just
like on-premises data sources into OBIA DW.
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
On Premise, Cloud and Hybrid Deployment
Hardware, Software, Services & Support converging to flat rate bundle
 BI Applications for JD Edwards with Cloud Connectors (OBIA)
– Integrate Oracle Cloud apps content into on-premise DW for enterprise single view
 BI Applications in the Cloud (OTBI Enterprise, or OTBI-E)
– Deeper analysis for Oracle Cloud apps with DW in the cloud, delivered as a service
BI Cloud Service
– Self-service BI in the cloud, built on Oracle BI EE and Oracle database
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
BI Cloud Service as an Aggregation Point on the Cloud
In-Store
Social
Mobile
Contact
Center
Field
Service
Direct Sales
Channel
Web
SaaS
Oracle
Social
Cloud
Oracle
Marketing
Cloud
Oracle
Sales Cloud
Database
Services
Java Services
Analytics
Services
Oracle
CPQ
Cloud
Social Network
Oracle
Commerce
Cloud
Document
Services
PaaS
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
Oracle
Service
Cloud
Developer
Services
JD Edwards
Any Source
Why have your head in the Clouds?
• Cloud is a disruptive change. Get in on the ground floor.
• Many enterprises will have both cloud and on premise.
• Every business has someone extracting data into Excel.
• Develop your unique BI application.
• Prototype a new BI application.
• Provide departmental solution.
• Solve seasonal requirements faster.
• Merger and Acquisition agility.
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
Oracle Cloud Partner Programs
Comprehensive Array of Programs for the Oracle Public Cloud
Referral Program
 Enterprise-Ready
 Breadth of Solutions
 Depth of Technology
Specializations
Resale Program
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
BICS Specialization for New Partners
New Partner Interested in
Oracle BI
Specialization
Join
OPN
Specialization Requirements:
Competency Center
Join Oracle BI
Knowledge Zone
•
•
•
•
•
Review Specialization
Criteria
Sales (Assessment Test) – 2 required
Pre-Sales (Assessment Test) – 2 required
Implementation (Proctored Exam) – 2 required
Support (Assessment Test) – 1 required
Cloud Specialist (Assessment Test) – 2 required
Check Company Status
Fulfill Specialization
Requirements
Apply For Specialization
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
Oracle BI
On-Premises and Cloud Services
Specialized Partner
OPN Competency Center
Sales, Presales, Implementation, Cloud, and Support Guided Learning Paths and
Assessments
• Oracle BI Specialization is required for BICS resell
• Specialization Requirements:
•
•
•
•
•
•
•
Sales (GLPs & Assessment Test)
Pre-Sales (GLPs & Assessment Test)
Implementation (GLPs and Proctored Exam)
Support (GLPs & Assessment Test)
Cloud Specialist: New
Business and Competency (Technical and Implementation)
BICS Guided Learning Path: pre-recorded sessions (1 hour
or less each)
• BICS Assessment test
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
BI Workshop
Friday 8:30am to Noon Oracle Campus in Classy Room
• Are you a Do It Yourself type?
• Google “Sample OBIEE”
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
18
JD Edwards
Summit
Sell JD Edwards Related Services with
Process and Metric Conversations
Oracle Business Intelligence Applications
Don.Sheehan@oracle.com
Alex.Anvari@oracle.com
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
Obtaining Specialization and Reseller Status
Step 1
Step 2
Complete specialization for Oracle BI (On-Premises)
Obtain Add-on Specialization for BICS
Study GLP Training material for BICS Specialization
Take Specialization Assessment Test (2 individuals)
Create Fixed Scope Offering requirements*
Submit Fixed Scope Offering (FSO) for approval*
Review Cloud Services Distribution Addendum (CSDA) *
Execute CSDA prior to first resell*
Review Cloud Services Reseller* and Referral Programs
Apply for Reseller Rights (upon completion of
Specialization and FSO approval)
Order BICS from Partner Store*
(Must have Reseller Rights)
* For Resell Only
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
Resolve/Prioritize Supply Chain Cross Functional Metrics
Cost, Quality and Time
• Cost
– Variance to standard cost
– Asset utilization
– Total delivered price
– Total landed cost
• Quality
– Perfect order percentage
– Manufacturing yield
– Uptimes
• Time
– Lead times
– Cycle times
– Backlogs
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
22
FINANCE INTERNAL KPI’s
PROCUREMENT SUPPLIER KPI’s
SUPPLY CHAIN CUSTOMER KPI's
• Workforce Utilization
• On-Time Deliveries
• Profitability
• Inventory Accuracy
• Inbound Cost/Order Value
• Order Frequency
• Inventory Carrying Cost
• Lead Time
• Sales Volume
• Inventory Turns
• Fill Rate
• Growth Potential
• On-Time Deliveries
• IT / Technology Resources
• Credit / Payment History
• Perfect Orders
• Service Flexibility
• Shared Strategic Vision
• Order Cycle Time
• Attitude
• Return Rate
• Order Entry Accuracy
• Returns Policy
• Customer Viability
• Order Fill Rate
• Value Added Services
• Loyalty
• Shipping Accuracy
• VMI Capabilities
• Cost to Serve
• Customer Satisfaction
• Ease of Doing Business
• Competitive Pressure
• Ethics / Compliance
• Hassle to Serve
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
The Journey From Transaction To Action
Start
Vehicle
Waypoint
• Transaction (Event/Sensor)
• Application
• Records
• Books
• System
• Reports
• Functions (Role/Dept)
• Metrics
• Processes
• Insights
• Analytics
• Action
“Life must be lived forward but can only be understood backwards” Kierkegaard
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.