Making Sense of Oracle’s Business Intelligence Tools

July 19, 2007

Erez Azaria

Agenda

IntroductionUnderstanding the PiecesBusiness Intelligence Tools– Standard Edition– Enterprise Edition– In Review - Platforms

Business Intelligence Applications– DBI– Fusion Intelligence– Oracle BI Applications– In Review - Applications

OBI EE: Delivering Value in the Real World

Who is Zanett?

Enterprise Applications– E-Business Suite– PeopleSoft Enterprise– JD Edwards

Business Intelligence– Oracle Business Intelligence– Cognos

Technology– Middleware– Custom Solutions

Managed Services– Hosting– Virtual Administration

Program Management

Since 1993, Zanett has focused on helping organizations achieve sustainable value from their IT investments.

Who is Zanett?

Zanett Commercial Solutions is a wholly-owned subsidiary of Zanett, Inc. (Nasdaq: ZANE)

Comprised of Four Regional Brands

200+ Delivery Professionals & 300+ Projects

Service a wide variety of Industries with sizes ranging from SMBs to Fortune 100

Agenda

Introduction

Understanding the PiecesBusiness Intelligence Tools– Standard Edition– Enterprise Edition– In Review - Platforms

Business Intelligence Applications– DBI– Fusion Intelligence– Oracle BI Applications– In Review - Applications

OBI EE: Delivering Value in the Real World

Understanding the Pieces

Understanding the Pieces

Agenda

IntroductionUnderstanding the Pieces

Business Intelligence Tools– Standard Edition– Enterprise Edition– In Review - Platforms

Business Intelligence Applications– DBI– Fusion Intelligence– Oracle BI Applications– In Review - Applications

OBI EE: Delivering Value in the Real World

Oracle BI Standard Edition

Oracle BI Discoverer

Oracle BI Warehouse Builder

BI Spreadsheet Add-in

Oracle BI Beans

Oracle Reports

Optimized to work with an Oracle environment!!

Common Component Architecture– Oracle BI Discoverer

– Discoverer Portlets

– Spreadsheet Add-in

– Leverage Oracle DB built in analytic and pl/sql functions

Oracle BI Enterprise Edition

Oracle Business Intelligence Suite Enterprise Edition (OBI-EE) offers the complete spectrum of BI capabilities.

Designed for use by anyone

Provides intelligence across virtually any data source

Based on a proven, modern, web Services-Oriented Architecture

Delivers next-generation business intelligence capabilities

Oracle BI Enterprise Edition Enables Consistency, Security, Reuse, Flexibility

Presentation Layer

Physical Layer

Semantic Object Layer

• User roles, preferences• Simplified view• Logical SQL interface

• Dimensions• Hierarchies• Measures• Calculations• Aggregation Rules• Time Series

• Map Physical Data• Connections• Schema

Multi-layered AbstractionSeparation of physical, logical and presentation layers

Logical modeling builds upon complex physical data structures

Logical model independent of physical data sources, i.e. can be remapped to another data source quickly

Oracle BI Enterprise Edition Enables Consistency, Security, Reuse, Flexibility

Presentation Layer

Physical Layer

Semantic Object Layer

• User roles, preferences• Simplified view• Logical SQL interface

• Dimensions• Hierarchies• Measures• Calculations• Aggregation Rules• Time Series

• Map Physical Data• Connections• Schema

Oracle BI Enterprise Edition

BI Answers Ad-hoc information explorationMulti-dimensional analysisWorks against a logical view of information from multiple data sources in a pure web environment.Easy dashboard and notification creation

BI Interactive Dashboard Rich, interactive pure web dashboards Personalized interactive dashboardsGuided analytics

BI DeliversAlerting engine to capture and distribute notifications via multiple channels in response to pre-defined business events to speed decision makingAutomated analytic workflows and processesManage delivery to mobile devices

BI Briefing BooksCapture a snapshot of an Oracle Dashboard allowing the information to be viewed offline presentation style.

Oracle BI Enterprise Edition

BI Disconnected Analytics Provide Answers and Dashboards to users on computers disconnected from the network.

BI Office Plug-ins Synchronize information from Answers, Dashboards and Reports to Microsoft Word, Excel and PowerPoint.

BI Publisher Scalable reporting tool to generate reports from multiple data sources (delivered as XML) in multiple document formats and to multiple delivery channels.

Oracle BI Enterprise Edition

BI ServerHighly scalable, highly efficient query and analysis server

Efficiently integrates data from multiple relational, unstructured, OLAP and pre-packaged application sources, Oracle and non-Oracle

Also incorporates calculations, multiple languages, and complex hierarchies in a single piece of metadata which is both aggregate and fragment aware

Enables ease of use for business users while reducing IT involvement.

Streamlined server deployment,

Unified security

Single web-based administration

Data Federation and caching are including as part of the core platform

In Review - Platforms

Description Standard Edition Enterprise Edition

Platform Oracle Centric. Separation of:End User BI ToolsBusiness MetadataData Source

Heterogeneity Oracle Centric – effort required to integrate non-Oracle data sources. (Still Oracle DB Centric for Query Submission)

Enterprise BI Platform; Source Independent (Oracle and Non-Oracle)

Intelligently Combine Data- Multiple DW(s), OLAP, and Apps- Historical and Real Time

Disconnected /Off-Line

No Yes

MS Office Integration Excel Excel, Word, PowerPoint

Report Distribution Limited Alerting, Report Distribution, and Workflow Support

“BI Delivers” – full support for scheduling and distributing reports

Development Integration

Limited support of open APIs and Integration

Advanced Web Services Integration Capabilities (SOA/BPEL)

Agenda

IntroductionUnderstanding the PiecesBusiness Intelligence Tools

– Standard Edition– Enterprise Addition– In Review - Platforms

Business Intelligence Applications– DBI– Fusion Intelligence– Oracle BI Applications– In Review - Applications

OBI EE: Delivering Value in the Real World

Daily Business Intelligence (DBI)

Out-of-the-Box:

– Predefined Roles– Predefined Key Performance Indicators

(KPIs)– Drill-Down Reports

Embedded EBS Role-based Security

Data Synchronization– Summary Tables & Materialized Views– Refresh Daily or As Desired

Runs Directly from Transactional System – No Separate Reporting Infrastructure Required

SummariesSummaries

TransactionsTransactions

Fusion Intelligence - EBS Edition

Leverage Existing DBI Capabilities & Investment

Greater Flexibility to meet Reporting Requirements (i.e.adhoc reporting)

Greater Extensibility with Developing Custom KPIs

Greater Personalization: Add, Rearrange, Hide or Rename Dashboards, Reports, Graphs etc.

Integrate Information from 3rd-party Data Sources (i.e.unify DBI and Non-DBI information)

SummariesSummaries

TransactionsTransactions

Fusion Intelligence - EBS Edition

Financials IntelligenceGeneral Ledger

– AP Expenses (GL)– AR Revenue (GL)– GL Activity– Budget

Accounts Payable– AP Invoices– AP Invoices Aging (Due & Past)– AP Payments Schedule

Accounts Receivable– AR Adjustments– AR Payments Schedule– AR Receipts – AR Invoices– AR Aging Receivables

Sales Credits

Compliance

CRM Intelligence

Supply Chain Intelligence

Human Resources Intelligence

Procurement Intelligence

Order to Revenue

Order Fulfillment and Shipping

Manufacturing (Process and Discrete)

Inventory (Process and Discrete)

General Ledger

Sales Opportunity

Sales Pipeline

Sales Forecasting

Service

DBI Workforce Activity and Deployment

DBI Compensation Salary Summarization

DBI Leave and Absences

HCM EUL Recruitment Pipeline

HCM EUL Recruitment Vacancies

Procurement Management

Supplier Management

Oracle BI Applications

Prebuilt ETL Adapters for Oracle EBS, PeopleSoft, Siebel, SAP, others

Prebuilt DW Design, extensible to your requirements

Pre-mapped metadata repository, incorporating best practice metrics and calculations

Prebuilt role/function based Dashboards, Reports, and Alerts

In Review - Applications

Description DBI Fusion Intelligence Oracle BI Applications

Platform DBI: Integrated reporting tool fully contained on the EBS platform, no separate tools (licensing) required.

DBI Licensing + OBI EE: Standardize enterprise wide on a single BI Platform

Application Intelligence + OBI EE: Standardize enterprise wide on a single BI Platform

Heterogeneity EBS Only EBS + External Data Sources

Support for data from any Source (Oracle, DB2, SQL, etc)

Support for data from multiple ERP instances (SAP, EBS, PS, JDE)

Ad Hoc None Full Ad hoc capabilities Full Ad hoc capabilities

Extensibility Limited capabilities Full capability to customize metrics and dashboards

Full capability to customize metrics, dashboards, and extend data model

Data Layer Data resides in transactional DB

Data resides in transactional DB

Data resides in separate instance

Agenda

IntroductionUnderstanding the PiecesBusiness Intelligence Tools– Standard Edition– Enterprise Edition– In Review - Platforms

Business Intelligence Applications– DBI– Fusion Intelligence– Oracle BI Applications– In Review - Applications

OBI EE: Delivering Value in the Real World

Delivering Value – a Real World ExampleCLIENT PROFILE

Global solutions provider of computer products and services that guarantee continuously available processing for applications

INDUSTRYHi-Tech / Communications

SIZE$ 250M Revenue ~1,000 Employees

ORACLE FOOTPRINTSince late-1990’s, Oracle E-Business 10.7

PAIN POINTSImpossible to create a 360 view of customers for analysis

Single reports from Oracle unable to meet the business need

Extensive use of Excel to merge data from multiple sources and present information

As data increased, uncertainty of data validity and “True Source” of data also increased

Abstracting reporting metrics from the underlying transactional data

Delivering Value – a Real World Example

SOLUTION FOOTPRINT

Built a financial data mart

Secured end user access to a GUI front-end for easy access to standard reports and ad hoc reporting capabilities

Oracle BI components:– Oracle Warehouse Builder

(ETL)

– Oracle BI Server

– Oracle BI Answers

– Oracle BI Dashboards

WHY OBI?

Reporting capabilities met or exceeded all requirement’s

Group sharing by end-user

Ease of creating Dashboards

Leveraged existing Oracle skill sets

Future leveraging of Oracle 11i and Business Process Management

Single Vendor

Competitive Pricing

Delivering Value – a Real World Example

KEY DIFFERENTIATORS

Immediate comparison of Actual vs. Forecast data in a single report– Old method: Several Business Object/Excel iterations spanning hours.

Immediate fiscal year trend analysis– Old method: 10+ hour query processing

Users have easy to navigate front-end (BI Answers) and easy to understand presentation model of the data mart (via BI Server).

Confidence in the integrity of report data

IT control of end user access to data through BI Server

ETL programs easily maintainable through the OWB interface.

&&AAQQQ U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S

For more information, call 1.866.611.3282 or visit us on the web at www.zanett.com.

Now it’s time for…

Contact Information

Erez Azaria– Technology Practice Director

– Phone: 617 869-2374

– E-Mail: eazaria@whitbreadtech.com

Sales:– E-Mail: sales@dataroad.com