Demantra Product Roadmap and Functionality

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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement

Oracle Demantra Product Function EBS E1 Siebel

Oracle Demantra Demand Management

Oracle Demantra Predictive Trade Planning

Statistical forecasting, causal forecasting, new product introduction, attribute based forecasting, multi-dimensional analysis, collaboration, events, exceptions, workflows

Replaces Demand Planning (1:1 migration)

Replaces Demand Forecasting and Demand Consensus (Net-Net migration)

─

Option: Oracle Demantra Advanced Forecasting and Demand Modeling

Cross-correlations, unlimited causal factors, nodal tuning, advanced statistical methods, Promotion modeling and event analysis, shape modeling

New Replaces Advanced Forecast Modeling (Net-Net migration)

─

Option:Oracle Demantra Real-time Sales and Operations Planning

Balance supply and demand, synchronize marketing and supply chain on promotion plan, assimilate sales, finance, and operations into a cohesive planning process

New Replaces Sales and Operations Planning(Net-Net migration) ─

Define and manage promotions, compute and display lifts, base and lift decomposition, halo and cannibalization effects, promotion effectiveness and ROI analysis, scenario evaluation against profitability, quota, and allocated budget

New New New

Option: Oracle Demantra Deduction and Settlement Management

Reconcile deductions and payments with proof of performance from your customer (retailer) per promotion terms

New New─

Option: Oracle Demantra Trade Promotion Optimization

Suggest optimum promotions to maximize ROI New New New

Demand Management Sales and Operations Planning Trade Promotion Management

Oracle Demantra Products

Business Process Integration Plan

Demand Planning

Demantra Demand Management

Demantra Advanced Forecasting

Strategic Network Optimization

Inventory Optimization

Adv. Supply Chain Planning

Supply Planning

CRM

SRM

Supplier Contracts

SCM

Finance

Financial Planning and Budgeting

Sales and Marketing

Sales

Marketing

Trade Promotion Planning

Demantra Predictive Planning

Demantra Promotion Optimization

Demantra Deduction & Settlement

Salesand

OperationsPlanning

Supply Chain ExecutionManufacturing

Order Management

Shipping Execution

Logistics

Advanced Planning

Demantra to play increasingly key role in applications footprint

Oracle Demantra Product EBS JDE Enterprise1 Siebel Peoplesoft

EnterpriseDemand Management R11i10, R12 R8.12, R8.11SP1,

R9.0- TBD

Advanced Forecasting and Demand Modeling

TBD R8.12 (Other versions TBD)

- -

Real-time Sales and Operations Planning

R12 (Other versions TBD)

TBD - -

Predictive Trade Planning TBD R8.12 (Other versions TBD)

R7.8 (Other versions TBD)

-

Deduction and Settlement Management

- R8.12 (Other versions TBD)

- -

Trade Promotion Optimization

TBD R8.12 (Other versions TBD)

R7.8 (Other versions TBD)

-

Product Integration PlanC

RM

SCM

Near Term Demantra Roadmap

Goal RoadmapLower implementation cost;Out-of-box product integrations and business flows

Demand Management*Sales and Operations PlanningTrade Promotion Management

Maintain momentum;Deliver next generation functionality based on combined IP

Forecast engine settings validation intelligence*Attach rate enhancements

Lower TCO;Simplify technology infrastructure

Integrated install with ERP*Integrated user Mgmt/ experience*DB & App server support for Unix/Linux*Silent admin component install*Updated Java and plug-in components*Translation to multiple languages

New Technology uptake;Align to Fusion technology components

Fusion middleware (AS 10G)*BPELFusion BI

* Demantra release 7.1.1

Oracle promises and delivers

DemantraContracts

Consensus forecast,Demand priorities,

EBS(Inventory, Shipping, Order Management, Pricing, etc.

Inventory OptimizationASCP

Demandvariability

Shipments, Bookings, Returns, Calendars, UOM, Currency, Price lists, Items, Sales channels, Ship to locations, Organizations, Customers, Demand classes*

• Integrated Demand Management

– EBS 11i10 and JDE E1 8.12

– Pre-configured DM Model

– Pre-configured worksheets

• Integrated user experience and lower TCO for all six Demantra products

Hierarchies - Product family, product category, Organizations, Demand class, Ship From, Customer, Geography, Sales Channel

* Many business objects are not available in JDE- E1 and will be empty. Category codes for product and organizations (branches) will be seeded that can be to mapped to the JDE-E1 during implementation as needed. See R 7.1.1 TOI presentations for details.

R 7.1.1 Product Integration ScopeOvercome integration objections and up-sell options

Product Functionality

Demand Management

Demantra DM EBS DP E1-Numetrix DF/DCForecast shipments, bookings, or any other historical sales data

Supported

Supported, rolling horizon and historical accuracy report are not automatedNo support for lower than day-level forecasting (R12)

No support for masking

Data transformations and missing data interpolation

No support for data transformations

No support for missing data interpolation

Forecast simulation mode, use existing coefficient to score new history data

No support No support

Short forecasting cycle (no extensive batch processes to move data)

Build, populate, distribute, collect batch processes

Supported

Automatic determination of best forecasting levels in item and location hierarchies***

Pre-specify level at which to forecast

Pre-specify level at which to forecast

Supported

Rolling forecast cycle, automated forecast versioning, accuracy tracking

Supported, versioning and historical accuracy report are not automated

Forecast in monthly, weekly, daily, or more granular buckets*

No support for lower than day-level forecasting

Outlier detection and masking** Supported

Key functional advantages – statistical forecasting

* Requires customization for forecasting at lower than daily buckets. ** Requires to create series to display outliers. *** Requires initial one-time setup of forecasting tree and configuration of engine parameters.

Demand Management

Demantra DM EBS DP E1-Numetrix DF/DCCrostons and regression-based intermittent demand models

Only Crostons (R12) and MPT filter

Trends, seasonal, and smoothing models Supported Supported

Bayesian mix modeling to combine forecast methods – more accurate, points to several weighted forecast models

No support, only one best-fit forecast method

No support, only one best-fit forecast method

Only uni-variate regression models, no support for ARMANo support

Only Crostons

Multi-variate regression and ARMA models

Only ARMA models, no support for regression models

Causal forecasting•15 Out-of-box causal factors (constant, time granularity based trend/seasonal terms, price)•Model up to 5 new causal factors•Automatic identification of significant causal factors

No support (available with Advanced Forecast Modeling)

Key functional advantages – statistical forecasting

Demand Management

Demantra DM EBS DP E1-Numetrix DF/DCCollaborative workbench for internal and external participants

Requires separate cubes or measures, performance limitation Supported

Supported

Supported

Multiple units of measure and currencies UOM conversion supported, but display in only one UOM/currency

Supported

Online notes and audit trail No audit trail No audit trail

Off-line mode with automatic sync upon login

No support No support

Limited support

Workflow driven forecasting exceptions to ensure responsiveness

Limited support

Secure access and controlled data visibility

Supported

Shared and private worksheets No support

Key functional advantages – collaborative demand planning

Demand Management

Demantra DM EBS DP E1-Numetrix DF/DCWorksheets•Context sensitive, configurable, and embedded workspaces and graphs•Create new or modify out-of-box worksheets•Integrated KPIs and multi-view worksheets•Copy-paste and Excel-like working•Lock cells based either on validation or on conditional logic of other data cells

Flexible worksheets but no support for context sensitivity, multi-view, embedding, or edit-lock expression logic

Supported

Limited scalabilityFlexible formulaic expressions for calculations and data manipulation

Limited support via structured formulas

Limited support

Supported

Unlimited dimensions, levels, hierarchies 4 dimensions max per demand plan, performance

3 dimensions unlimited hierarchies

No concept of named worksheets. No support for context sensitivity, multi-view, embedding, or edit-lock expression logic

Allocation and aggregation across multiple hierarchies•Data editing and reconciliation at any level (top-down, bottom-up, and middle out forecasting)

Supported

High scalability and performance Limited scalability

Customer-channel-region specific pricing for accurate revenue forecast*

Supported

Key functional advantages – multi-dimensional analysis

* Requires to define/load prices for every combination; no precedence or prioritization logic available.

Demand Management

Demantra DM EBS DP E1-Numetrix DF/DCProduct chaining and supersessions Supported

Supported

Add new products for simulation purposes

Supported Supported

Supported Up-sell, Cross-sell, substitution support

No support

R 7.1.1 integrated to EBS 11i10 and E1 8.12 for history data, price list, UOM, currency conversions, calendars, items, customers, ship to, organizations etc.*

Integrated to EBS Integrated to E1

Attribute-based forecasting and display•Define attributes (as levels)

–High-Tech: CPU, speed, frequency etc.–Metal: Gauge, composition etc. –Media: Genre, rating, box office etc.–Consumer Goods: Brand, market segment etc.–Automotive: Color, trim, make etc.

•Forecast, display, and analyze demand by attributes

No support No support

Supported

New product forecast based on the past performance of multiple like products

No support

Key functional advantages – Miscellaneous

* Some data streams (manufacturing forecast, service parts usage history, service parts return history, 4 data streams related to CMROmaterial requirements, sales forecast) and ‘publish forecast to source’ functionality of EBS DP are not available out-of-box. Sales opportunity

integration to JDE-E1 which was available in Numetrix DF/DC is not available.

Demand Management

Demantra DM EBS DP E1-Numetrix DF/DCRequires mapping and data collection of model bills and historical sales, also requires new series and configuration to display planning percentages and dependent demand (solution guideline is available)

Support for CTO, PTO forecasting. Forecast planning percentages

Dynamic drilldowns across multiple levels within a hierarchy inside a worksheetSeries can be in either columns or rows

Limited support for 80-20, top 10 type selection needs

Selector tools for easy selective display

Limited support using queries

Requires extensive configuration Service parts forecasting No support

No support Intelligent rounding No support

No support

Multi-view worksheets display multiple levels of the hierarchy at the same time but each worksheet displays data at only one hierarchy level combination

No support

Series must be in columns (not rows) Supported

Key functional wish list

Demand Management

Demantra DM EBS DP E1-Numetrix DF/DCWorksheets are used as reports which are not as flexible, export to spreadsheet does not retain color coding

Adhoc and pre-seeded reports, exception and ranking reportsAutomated mapping of manufacturing weeks/periods to months/quartersAllocation floor

No support Per-dimension allocations No support

Requires access to business modeler Users can create new stored or formula measures

Limited support

Requires configuration of export integration profiles to selectively publish forecast for product family and members

Two-level (product family and members) planning

No support

No support No support Competency index based consensus forecasting

No pre-seeded reports. Adhoc and exception reports supported

The data must be available at day level to aggregate in different types of calendars

No support

Data must be bough in at the lowest level No support

Key functional wish list

Demand Management vs. Collaborative Planning

Requirement Collaborative Planning Demand Management

Demand Collaboration Yes

YesYesYes

Yes, multi-dimensional analysis and flexible, exception based frame work. Collaborative user groups can be defined across product roles. All collaboration features operate in the collaboration group context, who’s online, task management, workflow, worksheet sharing, security access to series and dimensionality, notes etc.

Customer VMI No supportSupply Collaboration No supportSupplier VMI No support

Requirement limited to forecast collaboration with trading partners– Use Demantra Demand Management

Extensive requirement around VMI replenishments and/or supplier collaboration

– Use Collaborative Planning

Define and manage promotionsCompute and display promotional volume lifts

– Unlimited concurrent promotions at different operating levels –consumer, multiple trade, and media

– Promotional attribute merge techniques for concurrent discounts

Assign actual sales to either baseline or lift:– Fixed baseline– Allocation based on baseline/lift proportion

Promotional calendarization (normalizing to standard calendar periods)Gantt chart display for promotions and other eventsImpact analysis of events

Promotion modelingAdvanced Forecasting and Demand Modeling

Cross-correlative analysis to address tough business questions*

– How does the sale of one product impact other products?– How does a brand marketing program impact a specific SKU?

Bayesian Markov Envelope**– Allows extended handling of large scale causal regression

models by doing multiple comparative hypotheses (subsets of causal factors) combined with Bayesian averaging

Nodal tuning– Ability to fine tune engine parameters for a sub-set of data

Estimation of NPI shape and automated adjustments as the new history comes in*

Advanced statistical modelingAdvanced Forecasting and Demand Modeling

* Requires configuration and statistical expertise** This is an inherent statistical functionality and does not require any setup or configuration

0

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Week 1 Week 6 Week 11

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500

1000

1500

2000

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Week 1 Week 6 Week 11

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CannibalizationForward buyingPantry loadingCompetitive switchingCategory growthBaselineActual

Netlift

Baseline

Gross lift

Demand Management vs. Advanced Forecasting and Demand Modeling

Past Future Past Future

DM AFDM

Basic causal forecastingShows the cumulative impact of multiple factors that impact demand

Adds advanced statistical analysisBreaks down the impact in to baseline (including trend, season, and causals), direct lift, indirect lift (cannibalization and halo), pre-effect (event anticipation), and post-effect (pantry loading)

Demand Management vs. Advanced Forecasting and Demand Modeling

Functionality DM AFDMCausal Forecasting Limited (15 pre-configured

and 5 open causal factors)9 forecasting models within Bayesian framework

Shape modeling –statistical estimation of product launch rates (shape) based on prior learning

No Supported

Unlimited causal factors

Forecasting models 6 advanced logistic and ridge regression type models normally used with large number of causal factors

Demand Management vs. Advanced Forecasting and Demand Modeling

Forecasting Models Available inAuto and Linear Regression (ARX) DM

DM

Multiplicative Monte Carlo Regression (CMREG) DM

Combined Transformation Model (ELOG) DM

Transformation Model (LOG) DM

Dual Multiplicative Linear Regression (DMULT) AFDM

Multiplicative Monte Carlo Regression for Intermittent (ICMREGR) AFDM

Logistic (LOGISTIC) AFDM

Modified Ridge Regression (MRIDGE) AFDM

Regression (REGR) DM

Integrated Auto and Linear Regression (ARIX) AFDM

Auto Regressive Logistic (ARLOGISTIC) AFDM

Croston for Intermittent (FCROST) DM

Holt (HOLT) DM

Regression for Intermittent (IREGR) DM

Integrated Causal Exponential Model (BWINT)

Over 20 function-specific worksheets to analyze and build consensus*

– Marketing- analyze market share, trends, instruments and adjust target market plan

– Sales- analyze accounts by brand and compare to customer forecast and adjust sales plan

– Finance- analyze costs and profits by line of business and adjust finance plan

– Operations- analyze supplier performance by product line and adjust supply plan

– S&OP review of demand, supply, and inventory plan– Monitor consumption and respond to deviations

Pre-configured series and calculations required for above worksheets

Real-Time Sales and Operations PlanningBest-practices, pre-configured worksheets

* Pre-configured series, calculations, and worksheets are based on demo data and are for guidance only. These need to bereconfigured (or create new) to map to customer’s specific business process.

Fpos/Fsum functions to– Configure supply side series, calculations, and parameters

Example: On hand and projected inventory, Past due and projectedbacklog, Production plan

– Launch workflow based automation and management approval process

Demantra Anywhere html view to easily provide input to the consensus processDynamic Open Link to Excel and other BI tools to easily create reportsCalculate statistical (Kσ) safety stock

– Not a substitute for Inventory Optimization which calculates multi-echelon optimal safety stock based on advanced concepts of postponement, risk pooling, and demand/supply/manufacturing/fulfillment variabilities

Real-Time Sales and Operations PlanningEmbedded functionality to flexibly model and manage S&OP process

Demand-driven replenishment planning*– Model simple inventory and replenishment parameters such as days of

supply, fixed quantity, and lead times– Model min-max and reorder point replenishments constrained by the

storage space to the store fixture level– Suitable for

Taking better replenishment decisions based on better understanding of demand (not the mechanics of placing replenishment orders)Direct retail replenishments of large number of SKU-locations for Media and Entertainment and Consumer Goods companies

– Not suitable forIntegrated VMI (ASN, firm/release orders etc.)- use Collaborative PlanningLoad consolidation, inventory rebalancing, and complex distribution networks- use ASCP (Distribution Planning, R12)

What it can be configured to doReal-Time Sales and Operations Planning

* Several pre-configured series and calculations and 3 worksheets based on demo data are provided for guidance. No out-of-box support for execution of replenishment orders. Requires consulting effort to map to ‘planning’ item attributes in EBS and to execute orders.

Generate a baseline forecast based on historical sales data (syndicated consumption, shipment, retailer POS, or mix)Predict lift and incremental volume for planned promotions based on historical promotional activityCalculate Manufacturer and Retailer Profitability as well as KeyPerformance Indicators (ROI, Cost Per Incremental Unit, % Spend,etc.)Perform “What If” simulations to identify the volume and profitability impact of various promotional tactics and price pointsScenario Planning to compare various versions of an individual promotion or an entire promotion plan Track volume and trade budgets and have immediate visibility to how planned promotions impact themDecompose incremental volume to identify cannibalization, pantryloading (pre/post effect), competitive brand switching, halo effect, and brand growth

Next generation trade promotions management solutionPredictive Trade Planning

Out-of-box worksheets– Volume tracking comparing last years sales, this year plans,

and shipments– Analytical evaluation of historical promotions– Comparison of multiple promotions– YTD actuals vs. planned by territories– Sales vs. Quota– Worksheets from both manufacturer’s and retailer's perspective

Promotion effect Evaluate planned promotions against actualsDetailed Lift decomposition

– Quota & Fund Entry; top-down as well as bottom-up– Fund Balances

Supports tables, graphs & charts configurable by user

Predictive Trade PlanningEnables best-practice trade promotion planning

Workflow driven exceptionsRole-based configurationSupports internal and external collaboration

– Secured access for brokersUpdate worksheets offline

– Automated re-synchronization– User approved conflict resolution – Any data can be extracted for offline review and update

Online notes and audit trailSpreadsheet-like capability with enterprise database access & securitySimultaneous update and visibility of multiple worksheetsIntegrated to excel

Collaborative trade promotion planning processPredictive Trade Planning

Multiple fund types and budgets supportedEstablish accrual rates based on annual forecasts Continuous updates based on account planning activitiesRemaining balances projected based on forecasted promotion eventsEnter funds and rates by territoryTop-down fund management

– Establish yearly quota and fund budget by retailer

– Determine base and incremental volume plans

Bottom-up fund allocation– By territory, retailer, brand, promotion group

Funds managementPredictive Trade Planning

YTD sales and quota balancesEvent profitabilityYTD revenue and profitabilityFund balances

– Budgeted– Actual– Projected

Cost benefit review for promotions by account All accounts aggregated according to sales hierarchy for continuous visibilityExport deal data to pre-formatted deal sheets in Excel

Account planningPredictive Trade Planning

Create promotions instantly– Hierarchical promotion groups– Gantt-style marketing calendar– Copy existing promotions – Aggregate promotions costs and benefits

What - if scenario planning– Sandbox to test different events– Unlimited promotion vehicle types– Base & incremental lift projections– Optional optimization to automate event selection– Visibility to approved and past promotions– Work flow driven approvals

Cost benefits projections– Projected event spend– Projected budget balances– Manufacturer & Retailer profitability

Total and incremental– Percentage allocations from multiple fund budgets

Event and volume planningPredictive Trade Planning

Predictive Trade Planning vs. Demand Management

Requirement PTP DM

Promotions definition and management Yes No YesBaseline and volume lift calculation Yes No YesAdvanced statistical modeling(Halo, Cannibalization, cross-effects, etc.)

Yes No Yes

Promotion what-if scenario planning and Gantt chart display

Yes No Yes

Promotional effectiveness (ROI, % spend, cost per incremental unit, etc.)

Yes No No

Account planning Yes No NoPromotional budget and funds planning Yes No No

NoOut-of-box trade promotion management worksheets and processes

Yes No

DM + AFDM

Predictive Trade Planning vs. Demand Management

Requirement PTP DM

New product introduction No Yes Yes

Demand forecast accuracy No Yes Yes

Integrated demand management model, data collections, and worksheets

No Yes Yes

Multi-dimensional analysis Yes Yes YesCollaborative planning framework Yes Yes Yes

DM + AFDM

• Supports claims, deductions, and off-invoice settlements with customers (usually retailers) who have run your promotions and now need to reconcile payments

• Enables collaborative, best-practice, standardized process to resolve deductions

– Centralized financial service reps and key account managers in the field to research and clear deductions

– Account managers, marketing managers, and brand managers work with the same set of numbers making it much easier to settle accounts

– Simpler, and inexpensive footprint

– Integrated to trade promotion planning and optimization

• Enables deductions to be cleared via trade fund payments or charge backs

Reduce administrative costs and days outstanding of deductionsDeduction and Settlement Management

Standard reports to provide comprehensive status of deductions clearing process

– Settlement Days Outstanding – Days Outstanding by Account and Settlement Type– Settlement Detail: Days Outstanding

Ad-hoc reports for different business needs– Detailed reports for Customer Support administrators– High level metrics for Customer Support managers

List of settlements against each event– Associate both notes and documents with a settlement

Examples: Customer Contract, Scanned Check Remittance, Customer Invoice, Proof of Performance, etc

Audit trail of all actions/data changes

Displays key information Deduction and Settlement Management

Automated matching of deductions to promotionsAssign ownership (who is resolving deduction)Manual matching of deductions to promotions

– Easy drill-down from summary level to settlement details– Drill-down to select promotion– Smart filter proposes match based on ship date and available budget

Update and clear deductions– Link settlement to promotion– Mark as duplicate– Split across multiple promotions– Deny claim

Process payments– Track all check requests against an event– Send checks to direct customer or indirect customer or broker

Enables best-practice settlement processDeduction and Settlement Management

Evaluate impact of varying promotional tactics and price points

– User-defined boundaries for allowable promotions – Save account manager time over manual what-if analysis

Optimize promotions based on– Goals such as maximize profit or revenue or volume– Constraints such as maximum budget, minimum retailer margin

Compare metrics before and after optimization– Recommended promotion type– Expected promotion lift– Expected fixed and variable costs– Promotion ROI– Manufacturer & Retailer profitability

Automate promotion selectionTrade Promotion Optimization

Q U E S T I O N SA N S W E R S

Sheet3

Oracle Demantra Product	EBS	JDE Enterprise1	Siebel	Peoplesoft Enterprise
Demand Management	R11i10, R12	R8.12, R8.11SP1, R9.0	-	TBD
Advanced Forecasting and Demand Modeling	TBD	R8.12 (Other versions TBD)	-	-
Real-time Sales and Operations Planning	R12 (Other versions TBD)	TBD	-	-
Predictive Trade Planning	TBD	R8.12 (Other versions TBD)	R7.8 (Other versions TBD)	-
Deduction and Settlement Management	-	R8.12 (Other versions TBD)	-	-
Trade Promotion Optimization	TBD	R8.12 (Other versions TBD)	R7.8 (Other versions TBD)	-