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Dave Stormoen, Solutions Consulting ManagerOracle Public Sectordavid.stormoen@oracle.com

Southern California Public SectorEBS Roundtable

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What is Oracle’s Applications Strategy?

What is Oracle’s EBS Roadmap?

What are Fusion Applications?

What are “Edge” Applications?

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What is Oracle’s Applications Strategy?

What is Oracle’s EBS Roadmap?

What are Fusion Applications?

What are “Edge” Applications?

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Applications Strategy

• Offer significant functional value with easy to uptake Applications Unlimited releases

• Deliver Fusion Applications Suite that can be adopted in a modular fashion alongside Applications Unlimited

• Provide specialized Line of Business Applications and transformative industry processes

• Enable Oracle’s Business Applications to exploit technological advances in Oracle Database and Fusion Middleware

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Complete Solutions

.

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Inves ting In Marke t LeadersOracleAcquiresA Sys tematic Acquis ition Stra tegy… Oracle Haley

Orac le Acquires Best in Class:Acquires Primavera Technology forBEA Best in Class: PolicyOracleOracle Project AutomationAcquiresbecomes #1 SchedulingLogica l Appswith Best inBest in Class:Class:Governance &MiddlewareOracle Compliance

AcquiresHyperion

Orac le Best inAcquires Class:Ste llen t BudgetingOracleBest in andAcquiresClass: PlanningSPL

Oracle Best in Class: ContentAcquires Tax and MgmtSiebe l RevenueBest in Management,Oracle Class: Utility BillingAcquires CustomerPeopleSoft RelationshipBest in ManagementClass:

State and LocalERP

Monday, October 12, 2009 12

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Complete Choice

Upgrades Solutions Deployment

Applications Unlimited Lifetime Support Continued

Innovation Frequent Releases

Oracle Applications Suite Family Module

Integrations

Public Cloud Private Cloud On Premise Hybrid

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Leveraging Oracle’s Investment in Technology

Oracle Applications

Complete and Integrated Middleware Suite to Enable SOA

Oracle Fusion Middleware

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Fusion V1.x

Hyperion EPM 11.x

E-Business Suite 12.x

E-Business Suite 12.1 Fusion V1 PeopleSoft

Enterprise 9.x

Hyperion EPM 11.1.1

PeopleSoft Enterprise 9.1

E-Business Suite 12.1.3

JD Edwards World A9.x

JD Edwards E1 9.0

JD Edwards World A9.2

Agile PLM 9.3.1

JD Edwards E1 9.x

E-Business Suite 12 Demantra 7.2 Demantra 7.3

OTM 6.0GTM 6.1OTM 6.1

Demantra 7.xGTM/OTM 6.x

PeopleSoft Enterprise 9.0

Agile PLM 9.2.2.4 Agile PLM 9.3 Hyperion EPM

11.1.2 Agile PLM 9.x

JD Edwards World A9.1

Agile PLM for Process 5.2

Agile PLM for Process 6

Siebel CRM 8.2 for Pub Sec

Agile PLM for Process 6.x

JD Edwards E1 8.12

Siebel CRM 8.0

CRM On Demand 15

Siebel CRM 8.1.1

CRM On Demand 18

Siebel CRM 8.x

CRM On Demand 12

CRM On Demand 13

CRM On Demand 14

CRM On Demand 16

CRM On Demand 17

CRM On Demand 19/20

CY2006 CY2007 CY2008 CY2009 CY2010 CY2011+

Continued Investment

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What is Oracle’s Applications Strategy?

What is Oracle’s EBS Roadmap?

What are Fusion Applications?

What are “Edge” Applications?

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Procurement

Customer &Master DataManagement

HumanCapital

Supply Chain

Financials

ApplicationsTechnology

E-Business Suite

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Focused on Financials and TechnologyOracle E-Business Suite R12

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New Org Wide Financials Architecture

Make Better Project Decisions

• Greater insights with Financials Analytics

• Complete solution for project business lifecycle reporting

• Actionable insights with role-based best practices

• Rules-based accounting engine

• Unified Bank Account Model• Centralized Payments• Tax Engine

Financials Increase Operational Control and Efficiency

Flexible Shared Services Model

• Centralized administration of shared services

• Perform processing and reporting across multiple operating units

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Procurement

Customer &Master DataManagement

HumanCapital

Supply Chain

Procurement

Supply Chain

HumanCapital

Customer &Master DataManagement

Financials

ApplicationsTechnology

E-Business Suite 12.1

& Projects

Substantial Value in Every AreaOracle E-Business Suite R12.1

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Procurement & Spend

• Extend supplier definition• Manage supplier

qualification processes across organization

• Perform ongoing risk and performance assessments

• Track compliance information

Oracle Sourcing

• Two stage RFP evaluation • Flexible price tier structures• Sourcing Optimization• Price Tier Optimization

Supplier Lifecycle Management

• Spend and procurement analytics and dashboards

• Optimize strategic sourcing programs

• eSourcing and Sourcing Optimization

Procurement Reduce All Supply Management Costs

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• View exceptions across multiple applications and operating units• Create, implement, and execute agreements• Analyze performance of procurement & suppliers

Negotiations Contracts & Agreements

Invoicing & Payment

Supplier ManagementRequisitions PO

Execution

Professional Buyer’s

Work Center

Unified Workcenter for All Procurement ResponsibilitiesSingle Access Point for All Responsibilities

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• Intuitive UI and streamlined workflows

• Status at-a-glance

• Multi-Org Access Control for shared services

• Extensive options for personalization

Professional Buyer’s Work Center Enable Command & Control for the Procurement Professional

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Improve Talent Management Processes

• Recruitment analytics• Learning analytics• Leave and absence

management• Core workforce architecture

enhancements• PeopleSoft HR Help Desk

Integration

Streamline Sourcing and On Boarding Talent

• iRecruitment - Employee Referrals and Recruiter and Manager Dashboards

• Oracle Workforce Lifecycle Management

• Improve Talent Management Processes with Oracle Performance Management

Extend Your Existing HRMS Investments

• HR Analytics• Succession Planning• Learning Management –

Learner Groups, Mandatory Enrollments, and Course Evaluations

Human Capital ManagementDevelop Talent and Reduce HR Costs

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Improve Talent Management ProcessesMaintain Employee Talent Information

Talent ProfileSelf Service Transactions

Timecard DashboardUsability, Efficiency

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WHAT’S NEW IN 12.1– Employee Referrals

• Recruiters or hiring managers mark vacancies eligible for employee referral

• Employees create candidates and refer them to a manager to pursue the candidate

– Recruiter and Manager Dashboards• Direct access to the recent vacancies,

new applicants, and recently created or updated offers

RESULTS– Improves the speed of hire which in turn

improves overall recruiting efficiency– Engages employees in the acquisition

of talent for the organization– Reduce time needed for recruitment

activities by having access to a summary of all activities

Streamline Sourcing and On Boarding Talent Oracle iRecruitment

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Increase End-User Productivity

• Integration Repository• E-Business Suite Adapter• Pre-Built integrations with

AIA

Reduce Cost of Ownership

• Lifecycle Management• Centralized identity

management• iSetup for data migration• Diagnostic Framework• Change Management Pack

Lower Integration Costs

• Better document publishing• Enhanced user experience• Pre-built end-user

documentation• Secure Enterprise Search• Web Center integration

Applications TechnologyIncrease Value from Applications

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• Collections & Payments• Loan Management• Financial Consolidation

Improved Workflow in Targeted Areas• Online Candidate Registration• Absence Management• Salary Administration

• Self-Service Purchasing• Sourcing• Supplier Collaboration• Business Intelligence

• Reduced pop-ups and duplicate screens

• Re-designed and streamlined entire workflows

• Reduced the number of steps to complete key tasks

• Improved overall look & feel and visual style

• Increased personalization capabilities

Drive Greater End User ProductivityBetter User Experience

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User Productivity KitEnd User Adoption Is Key to Value Realization

Source: Neochange

Effective user adoption is the primary determinant of the success of a project implementation

Copyright © 2009 Oracle. All rights reserved.

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Business Flows

Increase User Productivity

ProceduresSimulations

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CUSTOMER PERSPECTIVELake County completed the aggressive upgrade on the project timeline and Under budget by $6,000. The County also gained greater visibility into timecards saving time and improving insight, gained drill-down capabilities with transparent sub-ledger accounting that provided greater visibility and cleaner ledgers overall. Users also found the new interface easier to navigate

COMPANY OVERVIEW• Lake County has a total area of 1,368 square miles and is

located in northeastern Illinois, with Lake Michigan to the east, Wisconsin to the north, and Chicago to the south. With approximately 713,000 residents, it is one of the fastest-growing counties in Illinois and in the nation.

• Industry: Public Sector

• Employees: 3,300

CHALLENGES/OPPORTUNITIES• Upgrade the County’s existing Oracle enterprise resource

planning (ERP) system to ensure Premier Support and to take advantage of enhanced functionality

• Implement additional modules on the latest version of Oracle E-Business Suite to save time and money

SOLUTIONS• Oracle Financials• Oracle Procurement• Oracle Projects• Oracle Human Resources Management Suite

RESULTS• Completed the aggressive upgrade

within the original project timeline and Under budget by $6,000

• Oracle Learning Management On-line enrollment to all employees

• OTL Enhancements including Timecard dashboard and Net clock

• Gained capabilities with SLA of greater visibility

Lake County Upgrades to Oracle E-Business Suite Release 12.1 on Time Under Budget

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Applications Management Packs• 11gR1 Uptake• Diagnostics

EBS 12.1.3• Field Service Third Party Support• Warehouse Services Billing• Logistics Service Support for WMS• Subcontractor Change Management • EAM Work Permit & Safety• Selling Services• Financial Globalization for India, Brazil, VAT,

Argentina, China, Japan etc. • Duplicate Expense Management• OTL Supervisor Workcenter

Oracle E-Business Suite Roadmap…and some content highlights

Contract Lifecycle Management• Complete Fed Acquisition Lifecycle• US Federal Contracts Printing• FAR/DFARS compliant• IAE systems integration• CLIN/SLIN Hierarchy• Configurable Document Numbering• PALT Tracking• Oracle Federal Financials Integration• FPDS-NG and FedBizOpps Integration

EBS 12.1.3+• Service Charges • Spares Management• eKanban• GTM Integration• Property Manager• Mobile Field Service & Dispatch

Enhancements• ePedigree Integration• Serialization at Point of Use• Return to Vendor and Rework

Integrations:• Primavera R12 Integration• 11g Foundation Packs• 11g Process Integration Packs

EBS 12.x• Downtime Reduction (11gR2)• Middleware Uptake (11g)• Payroll to Projects Labor Costing• SCM Enhancements• HCM Localizations• Contract Lifecycle Management for

Defense Agencies

Oracle Fusion 1.0

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What is Oracle’s Applications Strategy?

What is Oracle’s EBS Roadmap?

What are Fusion Applications?

What are “Edge” Applications?

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The Driving Force: A New Inflection Point

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Oracle Fusion ApplicationsDelivering Unlimited Business Performance

Next Generation Adaptability

Next Generation Productivity

Next Generation Manageability

Respond effectively to change with flexible, modular, user-driven business software. Powered by best-in-class business capabilities built on open standards.

Work smarter with intuitive, intelligent and collaborative applications: What you need to know. What you need to do. Who you need to know. How to get it done.

Deliver faster ROI with tools for rapid setup and flexible deployment models. Protected upgrades. Lower TCO.Power in the hand of the users .

The Fusion Value Proposition

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Line of Business Role

The New Standard for WorkRole-Based User Experience

Manager Role

My tasks tell me what I need to do

Social networks tell me who I

should collaborate with

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Contextual Actions

Contextual Action

The New Standard for WorkContext-Driven Applications

Embedded intelligence

tells me what I need to know

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The New Standard for AdoptionChoice of Deployment Options

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Complete ChoiceCo-Existence Strategy Protects Your Investment

CRM

Supply Chain Management

Human Capital Management

Project Portfolio Management

Procurement

Financial Management

Siebel CRM

Hyperion Fusion GRCFusion

Accounting Hub

Fusion Shared-Service Procurement

Fusion Talent Management

Fusion Incentive Compensation

Primavera

Agile PLM

Transportation Management

Warehouse Management

E-B

usin

ess

Sui

teP

eopl

eSof

tJD

Edw

ards

Fusi

on A

pplic

atio

ns

Fusion Project Portfolio Management

Fusion Distributed Order

OrchestrationVCP

Fusion Product

Hub

Fusion Incentive Compensation

Fusion Sales Planning

CRM On Demand

Fusion Customer Hub

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What is Oracle’s Applications Strategy?

What is Oracle’s EBS Roadmap?

What are Fusion Applications?

What are “Edge” Applications?

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Edge Applications – Complementary Solutions

• Oracle Policy Automation• Governance Risk and Compliance• BI Applications• User Productivity Kit• Master Data Management• Contract Lifecycle Management

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Dynamic Legislation and Regulation is Driving the Need to Automate Policies

Freedom of information is increasing the pressure from customers and citizens to prove compliance with policies and standards

Budgetary pressures forceefficiencies

Costly IT projects and resource-intensive call centers are expected to innovate, and deliver more with less

Accountability requires transparency

Security, geopolitical and financial events drive frequent legislative changes and high expectations of enforcement

Making accurate and consistent decisions is difficult when finely targeted policies are needed to deliver the best outcomes

Policy complexity is growing

Legislative changes are accelerating

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Oracle Policy ModelingStructured Natural Language Rules in Microsoft Word

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The Source legislation or policy

Executable document in natural language that business users can understand and modify

Copy, Paste, Markup

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OPA: Dynamic Interviews Consistent, High-Quality, Interactive Self-service and Call CenterAdvice

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Asks least number of questions in most

logical order to finalize a

determination

Questions automatically

created from source document without

need for any

programming

Implement either via a default Web user

interface or by wrapping Web

Service API

Screen authoring for non-technical users –

easy to maintain

Left: Oracle Web Determinations

Above: Interview using Oracle Determinations Server web service to

drive questions

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Governance, Risk & Compliance

GRC Application Controls

TransactionMonitoring

SOD & Access

Application Configuration

Reporting KRI & AlertsDashboards

GRC Reporting & Analytics

GRC Process Management

Audit Management Assessment

Custom or Legacy Applications

GRC Infrastructure Controls

ChangeMgmt

Digital Rights

Data Security

Identity Mgmt

Records Mgmt

Pre-integrated with Oracle applications and technology, supports heterogeneous environments

Purpose-built business solutions for key industries and GRC initiatives

Best-in-class GRC core solutions to support all mandates and regulations

Issue & Remediation

Event & Loss Mgmt

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John Doe

123 Main StCenter City, NY 12345

$ 53,000.00

CancelOK

Name

Address

Salary

Employee Update

XXX-XX-XXXXXSSN

Supervisor Mary Smith

Conceal SSN number if User is NOT from HR dept

Employees can only view the salary field (can’t update) Disable Invoice Approval for

Invoices created by same user

Data Privacy and Data Integrity Mask sensitive data, restrict access to actions

Embedded preventive controls restrict access to sensitive data and critical actions proactively using native EBS interface and workflow technology

45Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 45

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 SOURCESSOURCE 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

• Program Revenue• Promotion

Effectiveness• Points Analysis

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Oracle Master Data Management

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Contract Lifecycle Management

Oracle Procurement Today Supports…

Routine commodity-based procurement

Catalog ItemsOff the shelf, standard

procurementsShopping cart model

More complex direct procurement

Non-standard procurementsSome support today for more

complex items and servicesProgress Payments

Work-based contracts for complex procurement

Major Systems AcquisitionsFAR and DFARS Compliance IAE and FSIO supportFederal NomenclatureSupports complex and routine

contracting Integrated with Financials and

other ERP processes

…and with CLM:

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R12+ Knowledge Resources• Release Content Documents (RCDs)• Oracle University – R12 TOI gives a short viewlet on

most of the new features and installation guidance• My Oracle Support (Metalink) has an extensive series

of R12 upgrade documents• http://launch.oracle.com

• Pin = EBSBV

• Most importantly, call your rep

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Questions and Answers

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R12 Customer Success