presented by: babar jan-haleem - :: · pdf file• enhances integration with oracle fusion...

I t d i O l EPMS 11Introducing Oracle EPMS 11Presented by: Babar Jan-Haleem

Director |EPM BI Architecture & Technology|APAC Division - Australia

Today’s THREE Point EPM BI Agenda

Brief Intro first!

• Point 1 - Where we are • Point 2 - What is EPMS 11 – focus area• Point 3 - Where are we heading - Solution Roadmap

*** PLEASE ASK QUESTIONS AS & WHEN NEEDED!

Oracle Confidential 2

What is EPM (Enterprise Performance Management)

“The combination of planning, budgeting, financial consolidation, reporting strategy planning and score carding tools”reporting, strategy planning and score carding tools

Source: OLAP Report p

Question: Who can provide the above via an integrated platform?

Oracle Confidential 3Oracle Confidential 3

What is BI?

d t hoperational reporting

d t i li ti data warehousedata visualizationmanagement reporting

dashboardsROLAP dashboards

ad-hoc analysisROLAP

production reporting

OLAPdata mining scorecardsad hoc analysis p p g


data mining

BI is the Analytical Foundation for EPM

BIEPM

Link strategies to plans and

• Monitor• Detect

I t t

EPM

Link strategies to plans and execution

M it

• Integrate• Analyze• CalculateMonitor financial and

operational results against goals, and apply analytics to

Calculate• Report• Guideand apply analytics to

Drive enterprise-wide

• Model• Visualize

Predictperformance improvement • Predict• Alert• Drive Action


Drive Action

WHY ORACLE for EPM & BI?

ONLY Vendor in the market providing a complete integrated “end to end” solution with our “EPMS 11 x”end to end solution with our EPMS 11.x

Oth h “PLANS” h P d t & S l ti !Others have “PLANS” we have proven Products & Solutions!


<I t Pi t H ><Insert Picture Here>

Point #1

Oracle’s Enterprise Performance Management System & Business Intelligence Landscape – TODAY!Landscape TODAY!


Hyperion System 9.x

New: BPM ArchitectOne common environment for:• Building• Deploying• Deploying• Managing

** S9 Product evolution


OBIEE - Oracle BI Suite Enterprise Edition

ReportingAd hoc Proactive MicrosoftInteractive Reporting &

Publishing

Ad hoc Analysis

ProactiveDetectionand Alerts

Microsoft Office

Interactive Dashboards

Common Enterprise Information Model

Oracle BI Server

Common Enterprise Information Model

OLTP & ODSSystems

DataWarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcess


Oracle BI ApplicationsSingle and multi source Analytic ApplicationsSingle- and multi-source Analytic Applications

SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain Financials Human

Resources

Ad-hoc Analysis

ProactiveDetectionand Alerts

MS OfficePlug-in

Reporting & Publishing

Interactive Dashboards

DisconnectedAnalytics

WebServices

Oracle BI Applications

Oracle BI Suite EE Plus

y and Alerts gg y

Oracle BI Suite EE Plus

IVR, ACD, CTI

PackagedETL Maps

UniversalAdapters

IVR, ACD, CTIHyperionMS Excel

Other Data SourcesBAW Schema


What is the EPM market saying? STRONGER together!

#1STRONGER together!

Clear#1 ClearMarket Leader

Performance Management+

8%

19%

47%

1%5%

8%

8%

4%

Other

4%



Point #2

Introducing - Oracle’s EPMS 11.x

(Launched 07/08)


Go Beyond the Story We Created

InsightInsightPerformancePerformance

A tiA ti

SetSetGoalsGoals

PlanPlanAlignAlign

ActionActionMonitorMonitor

AnalyzeAnalyze

ReportReport


EPMS 11.1.1 - Highlights

• Major functionalities upgrade from System 9.3.x• Advanced visualization and predictive analytics • New Profitability & Cost Management application • New Essbase Studio • Enhanced EPM Architect • Common Installation and Lifecycle Management Services• New annotation and collaboration features in the HyperionNew annotation and collaboration features in the Hyperion

Reporting tools • OBIEE is now accessible through the EPM Workspace • Enhances integration with Oracle Fusion Middleware• Enhances integration with Oracle Fusion Middleware


Oracle EPM System, Fusion Edition V.11.1.1

Address enterprise-wide requirements with scalable BI foundation and powerful BI toolsU d t d b t ti li ti f fi i l d ti l

SMART:Use and extend best practice applications for financial and operational analytics

Gain new insights through advanced visualization and predictive analytics

Market-Leading Products and Technology

AGILE: Ad anced Integration

Simplify deployments with common user interface and application foundation

Improve operational performance by linking analytics to transactional systems Advanced Integration Improves Agility and

Lowers TCO

Leverage existing IT investments through Fusion Middleware and Service Oriented Architecture (SOA)

ALIGNED: Support strategic, financial and operational management processesStrategically allocate resources with new Profitability & Cost

Pervasive Intelligence Across the Enterprise

Management application Leverage common master data across analytical and operational systems


EPMS 11.1.1 - Pervasive Information Access Through Common Delivery LayerThrough Common Delivery Layer

EPM WORKSPACE

BI A li tiBI A li tiPerformance Management

Web AlertsOffice MobileDesktop Search

BI ApplicationsBI Applicationsg

Applications

Business Intelligence Foundation

Fusion Middleware

OLTP & ODSS t

Data WarehouseD t M t

SAP, Oracle, Siebel,P l S ft C t

ExcelXML

BusinessP

OLAP


Systems Data Mart PeopleSoft, Custom XML Process

One Window, not TwoO l EPM W k F i EditiOracle EPM Workspace, Fusion Edition

S lf i• Self-service Personalization

• Contextual navigation

• OBIEE and BI• OBIEE and BI Publisher integration

• WebCenter integration

• Spans all solutions in• Spans all solutions in the Oracle EPM System


One Set of EPM GadgetsO l S t S F i EditiOracle Smart Space, Fusion Edition

• New OBIEE and BI Publisher Integration

• Hyperion Reporting and Analysis SupportAnalysis Support

• Enhanced Client UI and Collaborator

• New GadgetsEssbase Calculation Essbase DataloadGlobal Gadgets

• Pluggable Services• Pluggable Services Architecture


Common Foundation Services

• Common User Provisioning

• Common Application Ad i i t tiAdministration

• New – Common Calculation ManagerCalculation Manager

• New - Common Installation andInstallation and Configuration

• New - CommonNew Common Lifecycle Management


Oracle Hyperion EPM Architect, Fusion EditionUnified Calculation ManagementUnified Calculation Management

• Calculation ManagerSingle interface for both Hyperion Planning and Financial ManagementGraphical flow provides better understanding of calculation processRe-usable rules to share among gapplications Central repository of all calculation objectsobjects

• Customer Value Proposition Consistent definition of financial Consistent definition of financial calculations across planning and consolidation applications


Lifecycle Management

• Consistent, repeatable movement of applications, cubes, repositories or individual artifacts between dev, test, prod

D Test ProdDev Test

• Application Migration Wizard guides you through the process of migrating an application

• User interface & command line capabilities• User interface & command line capabilities• Migration Status, Comparison, and Audit Reporting• Lights-out processing can be executed from command line to

integrate with 3rd party schedulersintegrate with 3rd party schedulers


Oracle Essbase Studio – Single Design Environment

• Unifies modeling of many sources

Environment

Structured relationalUnstructured relationalFlat files, XML files,EPM Architect DimensionsOBIEE

Enables reuse at a granular level• Enables reuse at a granular levelReuse of hierarchies, metrics, cube schemas

• Lineage trackingg g• Drill anywhere

RelationalOBIEE, BI+ repositoryOBIEE, BI repositoryURL, FDMEssbase, Java method


Unified EPM System Installation & C fi tiConfiguration

Th C t• Three Components:EPM System InstallerEPM System ConfiguratorEPM System Diagnostics

• Shared Services Registry• Assemblies• Common location for log files• Reduced number of

installation panels from 290 to 8!


Leverages Fusion Middleware

EPM WorkspaceEPM Workspace

Performance ManagementBI Applications

gApplications


FUSION MIDDLEWARE

SOA

FUSION MIDDLEWARE

DataQuality

DataIntegration MDM Identity

ManagementContent

ManagementBusiness Process

Management

OLTP & ODS Data Warehouse SAP, Oracle, Siebel, Excel BusinessOLAP



Integration with Oracle Fusion Middleware

• SOA SuiteBPEL Integration

• Application ServerDeployment to 10gR3

• Enterprise ManagementSystem InstallerOracle Patch InstallerLifecycle Management

• Identity ManagementOracle Internet DirectoryOracle Virtual DirectoryOracle Identity ManagerOracle SSO For Workspace

Data Integration• Data IntegrationOracle Data Integrator


EPM Applications and Oracle Data IntegratorHyperion Planning Financial Management and EssbaseHyperion Planning, Financial Management and Essbase

Oracle Hyperion Oracle Hyperion PlanningPlanning

Oracle Hyperion Oracle Hyperion Financial MgtFinancial Mgt

Oracle Hyperion Oracle Hyperion EssbaseEssbase Oracle Hyperion Application Adapters

Planning API HFM API Essbase API Hyperion Hyperion PlanningPlanning

Hyperion Hyperion Financial Financial

MgtMgt

Hyperion Hyperion EssbaseEssbase

Oracle Hyperion Application Adapters

API LayerAPI Layer

Data ServicesAuthentication Services Logging Services

API Layer

Metadata Discovery and Model Creation

Extract Data

Extracts Dimension

Oracle Data IntegratorOracle Data Integrator

ODI Knowledge Modules for HyperionODI Knowledge Modules for Hyperion

Extracts Dimension Members

Loads Data

Loads Dimension Members

Metadata Repository

Bulk Transform.

Changed Data

CaptureData

Integrity Data Quality

ODI Connectivity Framework

Members

Other Features Cube Refresh Consolidate Calculate

Oracle EBS

People Soft

SAP/R3Other

Sources

Data WarehouseCDC

Message Q

Bulk and Real-Time Data Processing

Information Assets


Soft Queues


WHY EPMS 11? Benefits!


Benefits to Existing Hyperion Customers

New Features Customer Benefits

• Enhancements to the EPM Workspace, Smart Space and Smart View interfaces

• Improve user productivity• Reduce training and

deplo ment costsand Smart View interfaces• Common Calculation

Manager

deployment costs• Simplify administration• Lower ongoing cost of

• Common Installation and Configuration

• Lifecycle Management

Lower ongoing cost of ownership

• Lifecycle Management• Essbase Studio• Innovations in all of the

applications


Benefits to Existing Oracle Customers

New Features Customer Benefits

• Extension of the EPM Workspace, Smart Space and Smart View interfaces to

• Improve user productivity with advanced functionality, ease of use, and flexibility

OBIEE• Integration with Oracle

Fusion Middleware

y• Leverage existing IT

investments - easily move data and metadata betweenFusion Middleware

• Enhanced Integration with Oracle ERP Systems

data and metadata between their ERP and EPM applications

• Innovations in all of the applications

• Drill-back to the transaction systems for faster analysis, shorter cycles

• Lower ongoing cost of ownership


Benefits to Existing SAP Customers

Features Customer Benefits

Clear EPM System Vision Improve user productivity with• Clear EPM System Vision and Product Strategy

• Direct integration with SAP

• Improve user productivity with advanced functionality, ease of use, and flexibility

R/3 and BW data sources• Market leading Performance

Management and BI

• Leverage existing IT investments - easily move data and metadata between their Management and BI

applications • World class OLAP technology

ith E b

a d etadata bet ee t eERP and EPM applications

• Integrated EPM System Today (one year plus headwith Essbase

• Widest and Deepest Breadth of Functionality

Today (one year plus head start over SAP)

• Faster time to benefity• Lower cost of ownership



Point #3

Oracle’s Roadmap – EPM & BI


The following is intended to outline our generalThe following is intended to outline our general product direction. It is intended for information

purposes only, and may not be incorporated into anypurposes 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’sfeatures or functionality described for Oracle s products remains at the sole discretion of Oracle.


Oracle Commitment & Message to our Customers – CLEAR!

• ProtectHyperion Products will follow standard Oracle Lifetime Support Policies

• Extend• ExtendContinued Investment in Hyperion Products and further integration with Oracle Productsg

• EvolveDeliver the industry’s first Complete and Integrated Enterprise Performance Management System


Stronger Together

#1 GainingClear#1 Gaining Market Share

ClearMarket Leader

Performance Management Business Intelligence Tools

8%

19%

48%14%

4%5%

47%

1%5%

8%

8%

4%

Other Other

10%

10%

6%4% 3% 6%


Oracle’s EPM Strategy is Crystal Clear

• Continue best of breed …Clearer than the Competition

innovation• Evolve system-wide

tcommon components• Invest in integration with

Oracle apps and techOracle apps and tech• Integrate and unify BI

Foundation technologiesFoundation technologies• Partner with other GBU’s

to verticalize solutionsto verticalize solutions

Oracle Confidential 35*Source: SAP Unveils Product Roadmap Post-Business Objects Acquisition, February 29, 2008, Dave Kasabian

Release Plan – EPMS (As of 05/08)

Release 11.1.1.0.0:L t J ( l d J l 08)• Late June (released July 08)

• Windows only release • Includes support for all app servers & databases• Windows-based upgrade from 9.2.0.3 & subsequent S9 releases

Release 11.1.1.1.0:• 2nd fiscal quarter• Additional platform coverage:

(Windows Itanium, Unix, Linux, Virtualization)• Extended upgrade coverage from 9.2.0.3 & subsequent S9

releasesRelease 11.1.1.2.0:

• 3rd fiscal quarter• Localization release of EPMS 11


User Interface localization schedule

•Localized UI will be available in October 2008in October 2008

•Scope of localized UI for APAC is shown at rightAPAC is shown at right

•Localized UI release includes support for all platformssupport for all platforms

•Localization includes installation and common services


ETL Statement of Direction

• Informatica and Oracle Data Integrator to be t dsupported

• Informatica PowerCenterInformatica use: any sources any extension of BIInformatica use: any sources, any extension of BI Applications, must be used to target BI Applications

• Oracle Data Integrator (ODI)g ( )Plan to offer as alternative to Informatica

• Full ongoing support for both Informatica and ODIg g pp


Objective: Leverage Packaged ApplicationsO

EPM Workspace

Financial and Operational

EPM Workspace

Performance ManagementPERFORMANCE MANAGEMENT APPLICATIONS BI APPLICATIONSgApplicationsStrategy

ManagementBusinessPlanning

ProfitabilityManagement

FinancialReporting &Compliance

Sales

Service Marketing HR

FinanceContact Center Procurement & Spend

Supply Chain & Order Mgmt


Fusion Middleware

OLTP & ODS Data Warehouse SAP, Oracle, Siebel, Excel BusinessOLAP



Oracle’s EPM & BI Roadmap – 100% Integration

Hyperion EPM 9.3.1

Fusion EPM System 11.1.1

Hyperion EPM 9.3.1.X

Fusion EPM System 11.1+

Major releaseOracle integrationCalc ManagerEssbase StudioProfitability Mgmt

IR-EssbaseintegrationOracle BrandingOracle integration

SmartSpace SmartViewOffice 2007

SimultaneousLocalizationRelease

Profitability Mgmt508 Compliance OBI EE

Fusion Edition

OBI EEOBI EEOBI EE

MajorIntegrationRelease

11gR1+Major releaseHyperion integrationAction Framework

10.1.3.3.2

Essbase integration

10.1.3.3

"This information is not a commitment to deliver any material, code, or functionality. The development,

Advanced VisualizationAnswers+Online Report Builder

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release, and timing of any features or functionality described remains at the sole discretion of Oracle"

Our Message Once again – PROTECT EXTEND & EVOLVE!

• ProtectHyperion Products will follow standard Oracle Lifetime Support Policies

• Extend• ExtendContinued Investment in Hyperion Products and further integration with Oracle Productsg

• EvolveDeliver the industry’s first Complete and Integrated Enterprise Performance Management System


Many Thanks for you time today!


presented by: babar jan-haleem - :: · pdf file• enhances integration with oracle fusion...

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