oracle business intelligence


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.

<Insert Picture Here>

Oracle Business Intelligence & Analytics

Scot HouseSenior Solution Consultant


Agenda

• Business Intelligence & Reporting Challenges• Oracle Solution• Customer Successes• Demonstration• Enterprise Performance Management Preview• Q&A



BI & Reporting Challenges


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


How do I proactively manage risks of my receivables portfolio?

How does supplier performance impact customer satisfaction and revenue?

Ser

vice

S

ervi

ce

Customers

Sal

esS

ales

Mar

keti

ng

Mar

keti

ng

Dis

trib

uti

on

Dis

trib

uti

on

Fin

ance

Fin

ance

HR

/ W

ork

forc

eH

R /

Wo

rkfo

rce

Op

erat

ion

sO

per

atio

ns

Pro

cure

men

tP

rocu

rem

ent

Customers

Customers

Suppliers

Suppliers

Suppliers

Advanced Analysis Often Spans Heterogeneous Data Sources

How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance?



Oracle Solution


R 11i, 12Applications

Unlimited

R 11i.10, 12& Fusion

Applications

Customer ChoiceMove when ready

Oracle DBI

Oracle Discoverer

Maintain

Dashboards & Reports

Ad-hoc Query Analysis

Oracle Business

Intelligence EE Plus

Enhance




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.


Search

Pervasive Information Access Through a Unified BI Foundation

Ad-hoc Analysis

Interactive Dashboards

ProactiveDetectionand Alerts

MS Office& OutlookIntegration

Reporting & Publishing

Disconnected& MobileAnalytics

OLTP & ODSSystems

Data WarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcess

Multidimensional Calculation and Integration Engine

Integrated Security, User Management, Personalization

Intelligent Request Generation and Optimized Data Access Services

Essbase

Common Enterprise Information Model

DesktopGadgets


Oracle Enterprise Performance Management SystemOracle Business Intelligence Foundation

Hot-Pluggable With Existing IT Investments

OracleKerberosiPlanetMSFT ADNovellCustom Others ..

Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..

Any JSR 168 Portal Oracle Data Mining, SPSS, SAS

Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards ..

Excel, Outlook,Lotus Notes ..

Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server & Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, Text

Portals Data Mining Applications Desktop Tools

Security Data Access Data Integration


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


• 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

Guided Navigation & Action Links


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


Oracle BI Applications


Order Management& Fulfillment

SalesService &Contact Center

Marketing

Procurement & Supply Chain

FinancialsHuman

Resources

Other Data SourcesIVR, ACD, CTI

HyperionMS Excel

Syndicated

Oracle BI Server


• Add insight to CRM and ERP applications

• Easy to adapt and extend

• Tight integration with OLTP systems

• Works with existing IT environment

• Low TCO


Oracle BI ApplicationsMulti-Source Analytics with Single Architecture

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy Financial

ServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition

Prebuilt adapters:

Sales MarketingOrder

Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer & ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Service &Contact Center

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends


Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives and other Business Users.

Presentation Layer Logical Business

Model Physical Sources

3

Prebuilt ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from SAP, PSFT, and other sources.

2 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

4

Prebuilt warehouse with more than 15 star-schemas designed for analysis and reporting on Financial Analytics

1

Oracle Financial Analytics Product Components



Value of Prebuilt BI Applications


BI Approaches: Tools vs Applications

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

ETL

DW

Oracle BI Platform & Metadata

BI contentBI content

Comparison Points

Prebuilt BI Applications

Approach

Tools & Build

Approach

BI Content

Metadata Data Warehouse ETL


These steps These steps require different require different types of BI and types of BI and DW technologyDW technology

License an ETL tool to move data from operational systemsLicense an ETL tool to move data from operational systemsto this DWto this DW

License interactive user access toolsLicense interactive user access tools

License / create information delivery toolsLicense / create information delivery tools These steps These steps typically take a typically take a

long time to long time to perfect as perfect as

knowledge of knowledge of best practices is best practices is

learnedlearned

Research analytic needs of each user communityResearch analytic needs of each user community

Set up user security & visibility rulesSet up user security & visibility rules

Perform QA & performance testingPerform QA & performance testing

Manage on-going changes/upgradesManage on-going changes/upgrades

Steps Required to Build a BI Solution

These steps These steps require require

significant significant resources with resources with

specialized specialized skills / expertiseskills / expertise

Develop detailed understanding of operational data sourcesDevelop detailed understanding of operational data sources

Build ETL programs for every data sourceBuild ETL programs for every data source

Build analytics for each audienceBuild analytics for each audience

Design a data warehouse by subject areaDesign a data warehouse by subject area


Build from Scratchwith Traditional BI Tools Oracle BI Applications

Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Months or Years

Oracle BI Applicationssolutions approach:

• Faster time to value• Lower TCO• Assured business value

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Change the Economics of BI



Customer Success


Oracle BI Success


Media / Energy Aero / Industrial Insurance / Health Life Sciences Other

Communications Automotive Finance / Banking Consumer Goods High Tech

Business Intelligence CustomersBusiness Analytic Tools and Applications – Select References


D E M O N S T R A T I O N




Oracle EPM


Enterprise Performance Management SystemIntegrates Transaction, Intelligence, Financial Systems

Financial Performance Management

Financials HRSupply Chain ProcurementSales & CRM

Planning & Budgeting

Financial & Statutory Reporting

Metrics & Scorecards

Modeling Financial Management

Operational BI Systems

Operational Business

IntelligenceQuery & Analysis

Dashboards Alerts & Workflow

DataIntegration

OLAPData Warehouse

Enterprise/Operational Reporting

EnterprisePerformanceManagement

System

Transactional Systems


InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

Industry’s First Enterprise Performance Management System

• Comprehensive

• Pervasive

• Hot Pluggable


Oracle BI Suite Enterprise Edition PlusPervasive Information Delivery

OLTP & ODSSystems

DataWarehouseData Mart


Custom Apps

FilesExcelXML

BusinessProcess

Financial Performance Management Applications

InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

HyperionEssbase

Oracle BI Server



Financial ReportingBI Publisher

Interactive Reporting

SQR Production Reporting

Web Analysis

Ad hoc Analysis

ProactiveDetectionand Alerts

Microsoft Office



SMB Market Offering New Oracle BI Suite Standard Edition One

Oracle DB SE One

Oracle BI Server

Ad hoc Analysis



OLTP & ODSSystems

DataWarehouseData Mart


Custom Apps

FilesExcelXML

Oracle Warehouse Builder

• Complete BI system in a box

• Pre-integrated, single install

• Affordable $1000/NUP

• Proven, leading BI solution

• Designed with business users in mind

• Ready to grow with your business

BENEFITS

FEATURES


Introducing: Oracle’s Enterprise Performance Management System

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcessEssbase

Fusion Middleware

Business Intelligence Foundation

Financial Performance Management Applications

Operational BI Applications

Web Office Desktop Mobile Embedded


One Solution for Enterprise BI

OracleBI Suite

Enterprise Edition

Plus

Hyperion BI

Interactive ReportingProduction ReportingFinancial ReportingWeb Analysis

Oracle BI Suite

Enterprise

Edition


R 11i, 12Applications

Unlimited

R 11i.10, 12& Fusion

Applications

Customer ChoiceMove when ready

Oracle DBI

Oracle Discoverer

Maintain



Oracle Business

Intelligence EE Plus

Enhance




AQ&

oracle business intelligence

Technology

oracle peoplesoft

sas oracle ebs

portal oracle data mining

sole discretion of oracle

oracle obi ee sign

bi reportingchallenges

business users

data sources ivr