Bi keynote

Oracle EPM&BI Driving Management Excellence

Szabolcs Radnai | Oracle EE – BI BDM

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.

3

Management Excellence: The Next

Competitive Edge

Time

Competitive

Advantage

OPERATIONAL EXCELLENCE

MANAGEMENT EXCELLENCE

Cost – Lean and Mean

Quality – Six Sigma, TQM

Speed – Real-time, JIT

Cost – Lean and Mean

Quality – Six Sigma, TQM

Speed – Real-time, JIT

Smart – Deep Insight

Agile – Decisive Action

Aligned – Across theExtended Enterprise

Smart – Deep Insight

Agile – Decisive Action

Aligned – Across theExtended Enterprise

4

Today’s Reality: Management Processes Are

Fragmented

• Lack of business

alignment

• Low predictability in

performance

• Inconsistency in

business decisions

ANALYZE

PERFORMANCE

GOAL

SETTING

SCORECARDS FINANCIAL

REPORTING

FINANCIAL

MODELING

VARIANCE

ANALYSIS

ROLLING

FORECAST

OPERATIONAL

PLANNING

MONITOR

RESULTS

EVA

$€£ ¥

5

Pillars to Achieving Management Excellence

ALIGNEDALIGNED

SMART

AGILEAGILE

Rationalize Your Management Systems

Integrate Management Systems with Operational Systems

Share Insights Across the Extended Enterprise

6

AGILE

ALIGNED

Oracle’s Management Excellence Framework:Strategy to Success

Plan to Act

Analyze to Adjust

Record to Report

Traditional Performance Management

Gain to Sustain

Investigate to Invest

Design to Decide

SMART

High Impact Performance Management

7

Oracle Provides Key Capabilities

Complete, Open & Integrated

EXTERNAL REPORTING

INTEGRATED BUSINESS PLANNING

PROFITABILITY & COST MANAGEMENT

SCORECARDING, MONITORING & ANALYSIS

FINANCIAL & MGMT REPORTING

OLAP, DATA WAREHOUSE, DATA MINING

DATA INTEGRATION, APPLICATION MANAGEMENT & MASTER DATA MANAGEMENT

STRATEGIC & PREDICTIVE MODELING

BI TOOLS & BI APPLICATIONS, REAL-TIME MONITORING

Gain to Sustain


Design to Decide

Plan to Act

Analyze to Adjust

Record to Report

GOVERNANCE, RISK & COMPLIANCE

8

Management Excellence Delivered

Gain to Sustain


Design to Decide

Plan to Act

Analyze to Adjust

Record to Report

Extreme IntelligenceDisk to Dashboard - Complete, Open, Integrated

• Performance Management

Applications

• Business Intelligence Applications

• Business Intelligence Technology

• Oracle Database & Middleware

• Exadata Database Machine

Conceptual model- Oracle BI

Business Intelligence Tools

Delivery & Interaction Channels

BI Applications Performance Mgnt

Hardware Appliance

Database & Infrastructure

Operational Applications

Application & Process Integration

Data Integration Tools

Ecosystem

Oracle Positioned in Leaders Quadrants

The Magic Quadrant is copyrighted 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 Gartner's 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.

These Magic Quadrant graphics were published by Gartner, Inc. as part of larger research notes and should be evaluated in the context of the entire reports. The Gartner reports are available upon request from Oracle.

Sources: Gartner, Inc., “Magic Quadrant for Business Intelligence Platforms, 1Q07” by Kurt Schlegel, Bill Hostmann, and Andreas Bitterer, 26 January 2007

Gartner, Inc., “Magic Quadrant for CPM Suites, 2006 “ by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007

Gartner, Inc., “Magic Quadrant for Data Warehouse Database Management Systems, 2007” by Donald Feinberg and Mark A. Beyer, 10 October 2007

Magic Quadrant for Data Warehouse Database Management Systems, 2010

Magic Quadrant for Business Intelligence Platforms, 2010

Magic Quadrant for CPM Suites, 2010

http://www.gartner.com/technology/media-products/reprints/oracle/article121/article121.html

Best of breed and Integration

BI Server BI-Server Common Enterprise Information Model joins multiple heterogeneous

data sources for one source of the Truth.

OLAP Essbase is the market leading and original OLAP engine, loved by business users and I.T.

RTD Real time decisions – A recommendation engine, that enables the personalization of communications with customers.

DW DB

Exadata

ETL, Data

Mining

Extraction, Transformation, Load engine is the Database. Also performing

statistical / deep pattern finding / predictive analytics : embedded in core

database to be fast, productive, intuitive, and easy to administer.

OBI-

Apps

Fastest Value to Customer with Pre-Built ERP & CRM Analytics and Data-warehouse with a single Common Enterprise Information Model and fully conformant dimensions: all upgraded in sync. with the source applications.

PMA Hyperion Performance Management Applications are the #1 market leaders :

delivering Fast Close and Enterprise scale, agile Planning and Budgeting.

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Common BI FoundationComplete, Open, Integrated

EPM Workspace

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

BI ApplicationsPerformance Management

Applications

BUSINESS INTELLIGENCE FOUNDATION

Essbase BI Server Real Time Decisions

Common Enterprise Information Model

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Oracle Business Intelligence – BI EEComplete, Open, Integrated


Data Integration

Ad-hoc Analysis

Interactive Dashboards

Essbase Reporting &Publishing

ProactiveDetectionand Alerts

Disconnected& MobileAnalytics

MS Office& OutlookIntegration

BI Server• Integrated Security, User Management, Personalization

• Multidimensional Calculation and Integration Engine

• Intelligent Request Generation and Optimized Data Access Services

OLTP & ODSSystems

Data Warehouse, DatamartDatabase Machine, Exadata


ExcelXML

BusinessProcess

OLAPEssbase

OBI Server– The Heart of Extreme IntelligenceEnables Consistency, Security, Reuse, Flexibility

User Roles, Preferences

Simplified View

Logical SQL Interface

PRESENTATION LAYER

Dimensions

Hierarchies

Measures

Calculations

Aggregation Rules

Time Series

SEMANTIC OBJECT LAYER

PHYSICAL LAYER

Map Physical Data

Connections

Schema

Role-Based Views of the Information Relevant to the User

Eases Security Administration

Consistent Definition of Business Measures, Metrics, Calculations

Single Version of the Truth

Model Once, Deploy Everywhere

OPEN to Combine most Data Sources

Federates access Joining all

Enterprise Data Sources

OBI Common Enterprise Information Model

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BI Server

Files ExcelXML

OLTP & ODSSystems

Data WarehouseData Mart

Essbase EssbaseStudio

Files ExcelXML

OLTP & ODSSystems Data Warehouse

Data Mart

+Essbase

Ad hoc Analysis

Interactive Dashboards

Reporting &Publishing

ProactiveDetectionand Alerts

MS Office& Outlook


BI Server

Unified BI Foundation - EssbaseBi-Directional Integration with Common Enterprise Information Model

Essbase as a Source Essbase as a Client

Multi-Dimensional Model : OLAPA conversation with the Data : use ESSBASE

Time

Product

Customer

Sales

Aggregation Rules

Allocation Rules

Forecast Rules

Product Share

Sales Year to Date

Profit

Average Selling Price

Item

Brand

Manufacturer

Month Quarter Year •What if we increase promotional lift

by 10% in our major markets?

•What happens to our forecast if

the dollar declines by 5% to the

Euro?

•What happens to gross margin if

our materials costs increase by

20%?

•Which customers drive 80% of our

overall profitability?

•What happens to store sales if

inventory turns incr. by 5%?

Oracle RTD Server

Business ProcessesProcesses can “learn” and “adjust”

• Real-time decisions are embedded within the

business process

• Process uses close loop information for self-

learning

Processes can “predict” and “decide”

• Leverages real-time and historical data to

make contextual decisions

• Uses rules and (self-learning) predictive model

to make decisions

Extending The Business Intelligence FoundationRTD Enables Adaptive Business Processes

Enterprise Information Model

Real-time Business Rules &Self-Learning Predictive Models

Inputs

Process data & context

Process decision point & feedback

Oracle RTDOracle RTD“Let me find the best offer for this

person right now!”

choicechoice

choicechoice

Interactive Approach

“Let me find a group of people to

tell about it.”

“I have an offer …”

choice

Traditional Outbound Approach

“I have a Customer …”

Imagine a World…

Modeling & Analytics in the BI Continuum

Ad-Hoc Query& Reporting

Standardized Reporting

AdvancedAnalytics

Modeling

Future Oriented

Operational Static

Strategic Dynamic

Past Oriented

Forward-looking Questions

Historical Questions

Essbase

Data Mining

BI Publisher

OBIEE

RTD

Service Oriented Business IntelligenceThe fusion of business intelligence and SOA

• Visibility & Business Insight– Understand Business Impact

• Insight to Action– Empower Business Users

• Insight Driven Business Processes– Business Intelligence Services for

integrated insight and reporting

BPEL, ESB

Oracle BI & BAM

BPEL, ESB

Oracle BI

BPEL, ESB Oracle BI

QueryProfitabilityQTD

Business IntelligenceServices

Insight Driven Business ProcessesIntelligent Dunning example

SREscalationsQTD?

IsCustomerProfitableQTD?

EscalateToRM

<No> <Yes>

Deliver Alert

BI Dashboard/AgentInitiate Dunning

<Yes>

EscalateTo Support

InitiateDunning

HumanWorkflow

SupportServices

DunningServices

BillingSerives

QuerySRsQTD

Deliver Report

ERP/CRM/FMW

Services

EPM Workspace

Fusion Middleware

Business Intelligence Foundation

Market-Leading Packaged ApplicationsFinancial and Operational

Performance Management

Applications

OLTP & ODSSystems


ExcelXML

BusinessProcess

OLAPData Warehouse, DatamartDatabase Machine, Exadata

CRM Analytics ERP AnalyticsSales | Service | Marketing

Contact Center | Loyalty | Price

BI APPLICATIONS

Finance | Procurement | Projects

HR | Supply Chain | Order Mgmt

Business Intelligence Drives Increased Effectiveness in

Every Business Function

Service & Contact Center Analytics

Optimize service processes, reduce costs, retain and grow customers

Supply Chain & Procurement Analytics

Optimize spend, overall supplier performance, and inventory levels

…But Few Organizations have Achieved Such Pervasive BI. Why?

HR Analytics

Retain talent, manage comp costs, increase productivity

Sales Analytics

Improve pipeline visibility, forecast accuracy and sales effectiveness

Financial Analytics

Always understand financial condition and drivers of cost and profitability

Marketing Analytics

Optimize campaign execution, results,

and ROI

Building BI Solutions is Challenging Significant Investment, Skills and Time Required

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

License interactive user access tools

License/create information delivery tools

Research/understand analytic needs of each user community

Set up user security & visibility rules

Perform QA & performance testing

Manage on-going changes/upgrades

Develop detailed understanding of operational data sources

Build ETL programs for every data source

Build analytics for each audience

Design a data warehouse by subject area

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

License interactive user access tools

License/create information delivery tools

These steps require multiple different BI and DW technology INVESTMENTS

Develop detailed understanding of operational data sources

Build ETL programs for every data source

Build analytics for each audience

Design a data warehouse by subject area

These steps require IT or BI staff resources with specialized

SKILLS

These steps take TIMEto understand and

perfect as knowledge of best practices is

learned

Research/understand analytic needs of each user community

Set up user security & visibility rules

Perform QA & performance testing

Manage on-going changes/upgrades

Oracle BI Apps Product ComponentsExample: Financial Analytics

Pre-mapped metadata, including

embedded best practice calculations and

metrics for financial, executives and other

business users

A “best practice” library of over 360

pre-built metrics, 30 intelligent dashboards,

200+ reports plus alerts for CFO, Finance

Controller, Financial Analyst, AR/AP

Managers and Executives

Pre-built ETL to extract data from over

3,000 operational tables and load it into

the DW, sourced from PSFT, Oracle EBS

and other sources

Pre-built warehouse with 16 star-schemas

designed for analysis and reporting on

financial analytics

• Presentation layer

• Logical business

model

• Physical sources

1 3

2 4

Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

28

CRM ANALYTICS ERP ANALYTICS

SALES

• Pipeline Analysis

• Forecast Accuracy

• Up-sell/Cross-sell

• Cycle Times

• Lead Conversion

• Sales Team Effectiveness

MARKETING

• Campaign Effectiveness

• Customer Insight

• Product Propensity

• Market Basket Analysis

• Campaign ROI

SERVICE &

CONTACT CENTER

• Service Effectiveness

• Customer Satisfaction

• Resolution Rates• Service Rep

Efficiency• Service Cost• Service Trends

ORACLE BI SUITE ENTERPRISE EDITION PLUS

AND OTHER OPERATIONAL AND ANALYTIC SOURCES

SOURCE ADAPTERS:

FINANCIALS

• General Ledger

• Accounts Receivable

• Accounts Payable

• Cash Flow

• Profitability

• Expense Management

PROCUREMENT &

SPEND

• Direct & Indirect Spend

• Buyer Productivity• Contract

Compliance• Supplier

Performance• Purchase Cycle

Time• Employee Expense

SUPPLY CHAIN &

ORDER MGMT

• Revenue & Backlog

• Inventory Analysis

• Fulfillment Status

• Customer Status

• Order Cycle Time

• BOM Analysis

PROJECTS

• Project Funding and Budget

• Product Cost

• Project Revenue

• Project Billing

• Project Profitability

HUMAN

RESOURCES

• Employee Productivity

• Compensation

• Talent Management

• Recruiting Analysis

• Learning Analysis

• Workforce Profile

Oracle BI Applications SuiteComplete, Prebuilt, Best Practice Analytics

PRICE

• Price Segments

• Price Waterfall Analysis

• Deal Life Cycle

• Deal Desk Analysis

• Product Pricing Performance

LOYALTY

• Member Demographics

• Membership Trends

• Promotion Cost

• Promotion Effectiveness

• Points Analysis

Embedded Directly in ApplicationsPervasive Deployment

Siebel

E-Business Suite PeopleSoft

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EPM Workspace

OLTP & ODS

Systems

Data Warehouse

Data Mart

Oracle, PeopleSoft, JDE, Siebel, SAP, Custom

Excel

XML

Business

Process

OLAP

Fusion Middleware

Business Intelligence Foundation

Performance Management

Applications

Market-Leading Packaged Applications

Financial and Operational

PERF. MANAGEMENT & GRC APPLICATIONS

Performance

Management

Governance, Risk

& Compliance

BI Applications

Become A World Class EPM Organization

• Define and communicate your

strategy

• Shorten the close process

• Improve your planning and

forecast processes

• Extend your profitability and

analytic capabilities

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 31

32

Market-leading Performance Management

Applications Suite

Master Data

Business Rules

Metrics/KPIs

Targets, Plans & Actuals

Strategic Planning

Set Strategic Objectives

Corporate

Development

TreasuryStrategies

Long-TermPlanning

Cost and Profitability Management

Define Costing Methods

Perform

Allocations

Report & AnalyzeDefine Cost Drivers

Financial Close Process

Data Cleansing

ConsolidateInternal

Reporting & Analysis

External Reporting & Compliance

Cascade Targets

Allocate Resources

ForecastingDetailed Budgeting

Planning and Budgeting

Hyperion Performance Scorecard and Hyperion

Strategic Finance

Hyperion Planning, Workforce and Capital Asset Planning modules

Hyperion Financial Management and Financial Data Quality

Management)Cost and Profitability Management

Critical Components to ImplementFinancial Close Best Practices

Financial

Consolidation

Data

Assurance DocumentManagement& Filing

Financial andMgmt. Reporting

ERP:

Oracle, SAP,

Legacy, Other

Tax

Filing

Financial Close Workflow

CFO Dashboard

Tax

Calculations

Transactions Reporting

Governance, Risk & Compliance


Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 34

Consolidate and Report Financial Results

Manage Financial Closefrom Subledgers to Filings

Ensure High Quality Report Submissions

Integrate with ERP Sources and Ensure Financial Data Quality

Key CapabilitiesAccelerate Reporting and Reduce Cost of Compliance

Critical Components to Implement

Strategic Planning Best Practices


Predictive Modeling & Simulation

CorporateDevelopment

Value Management

Long-Term Financial Planning

Treasury Strategies

Planning, Budgeting & Forecasting

What-if Analysis

Key Capabilities

Accounting Integrity and Modeling Speed

• Integrated financial statements

• Project shareholder value

• Run unlimited scenarios

• Consolidate multiple business combinations

• Evaluate strategic projects

• Simulate effects of M&A

• Debt Scheduling

• Optimize capital structure



Planning Best Practices


Capital AssetsPlanning

Workforce Planning

Long-Term Financial Planning

Financial

Detail

Operational

Detail

Predictive Modeling & Simulation

OperationalRevenue & Cost

Modeling

Planning, Budgeting & Forecasting

Functional Plans

ProjectPlanning

MarketingPlanning

Key CapabilitiesAccelerate the Planning & Forecasting Process

• Centralized system

• Align top-down and bottom-up

• Consistent assumptions

• Common allocations & calculations

• Integrated Operational Planning to address in-depth revenue and

margin planning

• Purpose-built Capital Assets and Workforce planning

modules for fast deployment

• Powerful workflow and process management for budgeting and

forecasting

• Leverages Essbase – powerful reporting and analysis



Profitability and Cost Management Best Practices


Cost, Revenue and Profitability Analytics

Cost and Profitability Reporting

Cost and Revenue Allocation

Calculations

AllocatePerformance

Improvement

Cost and Profitability Simulation

Analyze

Profitability and Cost Management

Common Reporting & Interaction

Key CapabilitiesImprove Profit Decisions Through Better Visibility

• A business user application to build models that:

• Accurately assign, measure, and manage costs and revenues

• Use any methodology to transform financial data through multiple stages

• Compute costs and profitability for multiple business objectives:

• Customers, products, services, activities, etc.

• Use scenarios to evaluate alternate approaches

• Leverage Essbase’s powerful reporting and analysis


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Application Integration StrategyBI Apps with Performance Management Apps


BI Server

OLTP & ODSSystems

DataWarehouseData Mart

SAP, OraclePeopleSoft, Siebel,Custom Apps

FilesExcelXML

BusinessProcess

BI Applications DW (BAW)

BI ApplicationsService

Service

Sales

Marketing

Supply Chain

& Order Mgmt

Financials

HR

Procure

& Spend

Performance Management Apps

HFM

FDM

Planning

FDM

OLTP Data

Data Movement 1) Plans2) Consolidated results

Native Access (Plans, Consolidated Results)

Essbase

What If

"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"

4242

Complete BI & EPM

OBIEE ESSBASE

OBI-Apps Hyperion

Best Data Warehouse Machine – Exadata V2

• Massively parallel high volume hardware to

quickly process vast amounts of data– Exadata runs data intensive processing

directly in storage

• Most complete analytic capabilities – OLAP, Statistics, Spatial, Data Mining, Real-time

transactional ETL, Efficient point queries

• Powerful warehouse specific optimizations– Flexible Partitioning, Bitmap Indexing, Join indexing, Materialized Views, Result

Cache

• Dramatic new warehousing capabilities

Data Mining

OLAP

ETLETL

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