Post on 13-May-2015
Oracle Corporate Oracle Corporate Performance ManagementPerformance Management
Steve MirandaSteve MirandaOracle DevelopmentOracle Development
What Is Corporate Performance Management?
CPM is "an umbrella term to describe the methodologies, metrics, processes and systems used to monitor and manage the business performance of an enterprise."
– L. Geishecker and F. Buytendijk – Gartner, "Introducing the CPM Suites Magic Quadrant" Oct 2002
CPM is "where strategy and planningmeet execution and measurement"
– J. Hagerty – AMR, Oracle AppsWorld Jan 2003
What is Corporate Performance Management?
CPM encompasses three types of activities:
Strategic Goal Setting and Alignment
Planning, Budgeting, Forecasting and Modeling
Operational Analytics, Reporting and Consolidation
“BI is not CPM!” - L. Geishecker, Gartner
Reactive Proactive
Tool Suite of applications with business processes embedded
Departmental Enterprise-wide
Reporting and analysis Reporting and analysis integrated with planning, budgeting, forecasting, and consolidation
Focused on history Forward-looking
BI CPM
Strategy Formulation:Enterprise Goals and
StrategiesStrategic
OperationalExecution:
Operation Targets and Budgets
Transactional Transaction Systems:Process Transactions
Performance Metrics
CorrectionImprovement
Communication
Feedback
Source: Gartner“CPM Vision” March, 2003
UserType
CPM: Feedback Loop
Oracle CPM Positioning
Meet legal and regulatory requirements Meet legal and regulatory requirements
Improve understanding of the business Improve understanding of the business
Link strategy, planning, and reporting across the enterpriseLink strategy, planning, and reporting across the enterprise
Exploit business opportunitiesExploit business opportunities
Meet legal and regulatory requirements Meet legal and regulatory requirements
Improve understanding of the business Improve understanding of the business
Link strategy, planning, and reporting across the enterpriseLink strategy, planning, and reporting across the enterprise
Exploit business opportunitiesExploit business opportunities
Regain control of the business
Oracle CPM Positioning
Regain control of the business
Increase organizational credibility
Ensure that strategy, planning and reporting systems are Ensure that strategy, planning and reporting systems are consistent, repeatable and auditableconsistent, repeatable and auditable
Establish clear lines of accountabilityEstablish clear lines of accountability
Manage by factManage by fact
Ensure that strategy, planning and reporting systems are Ensure that strategy, planning and reporting systems are consistent, repeatable and auditableconsistent, repeatable and auditable
Establish clear lines of accountabilityEstablish clear lines of accountability
Manage by factManage by fact
Oracle CPM Positioning
Regain control of the business
Increase organizational credibility
Remove barriers throughout the enterprise
Enable cross-functional sharing of informationEnable cross-functional sharing of information
Enhance communication among strategy formulation, Enhance communication among strategy formulation, planning and monitoring systemsplanning and monitoring systems
Work as one teamWork as one team
Enable cross-functional sharing of informationEnable cross-functional sharing of information
Enhance communication among strategy formulation, Enhance communication among strategy formulation, planning and monitoring systemsplanning and monitoring systems
Work as one teamWork as one team
Oracle’s CPM Footprint
Oracle Financial Analyzer (OFA) Oracle Sales Analyzer (OSA) Oracle Performance Analyzer (PA) Oracle Activity Based Management (ABM) Oracle Balanced Scorecard (BSC) Oracle Daily Business Intelligence (DBI) Oracle Demand Planner (ODP) Oracle Sales (OS) Oracle Marketing (OM) Oracle Global Consolidation System (GCS) Oracle Public Sector Budgeting (PSB)
AQ&Q 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
Joe ThomasProduct DirectorBI ApplicationsOracle Corporation
Suite Results:1999: Implemented AP, GL, & Purchasing
2002: Added HR, Payroll, & Advanced Benefits
2003: Rolled out Discrete Mfg, Inventory, BOM, & MRP
Dec 2003: Live with DBI for HR
Q1 2004: Adding DBI for Purchasing &Financials
Q2 2004: Adding Supply Chain
Run Oracle Apps using RAC, on Linux Oracle Apps represent “The Truth” about Acuity Lighting Can now deliver HR data in a secure fashion throughout the enterprise Initial Summarizations (HR 10 minutes, Purchasing 3 hours)
Oracle Products
Daily Business Intelligence Advanced BenefitsFinancialsHuman ResourcesIncentive Compensation InventoryManufacturingPayrollPurchasingSales Analyzer
“Acuity is committed to implementing a global
single instance of Oracle to support our
transaction base, and one of the key benefits of that
is better operational reporting.”
“Acuity is committed to implementing a global
single instance of Oracle to support our
transaction base, and one of the key benefits of that
is better operational reporting.”
Why Is Oracle Offering Daily Business Intelligence?
– Oracle is offering Daily Business Intelligence because we see business intelligence as a major source of complexity and cost in IT departments.
– Furthermore, end-users are seeking access to more timely information and need to drill to the transaction details.
– DBI can add significant value by delivering more complete information to end-users faster than current approaches and at dramatically lower costs.
Oracle Internal-GSIAP
4 T DB (3 Node RAC—Sun 12K) Middle Tier
– Server Farm with 25 Dell 2650 machines – Each machine has 2 CPUs, 2.8 GHz , 6 GB Ram
DBI Implementation– HR Management – Deployed to 6600 Managers worldwide– Initial Load Time 6 Hours (30 months HR data)– Number of employees is ~ 40 K
Oracle Internal – GSIAP cont.
Payables Management and Payables Status Pages – Number of MVs loaded: 18 – Number of records loaded into Base Summary: 46.9 Million – Initial Load Time 5 Hours, 18 Minutes
Expense Mgmt next (P/L pages, 6600 mgrs) CRM to follow
Materialized Views PerformanceEnable High Performance Summarization
Hardware Configuration: SUN Sunfire 12KNumber of Processors: 10Processor Speed : 900 MHz / CPU
Initial LoadInitial Load Incremental LoadIncremental Load
AR Invoice AR Invoice LinesLines
70M records in 100 minutes70M records in 100 minutes 650K records in 30 minutes650K records in 30 minutes
GL Journal GL Journal LinesLines
50M records in 55 minutes50M records in 55 minutes 770K records in 18 minutes770K records in 18 minutes
AP Invoice AP Invoice LinesLines
15M records in 78 minutes15M records in 78 minutes 40K records in 5 minutes40K records in 5 minutes
Numberof Users
0
500
1000
1500
2000
2500
3000
3500
4000
Single Node 2 Nodes 4 Nodes
10261026
19001900
36483648
Running on HP ComputersRunning on HP Computers
89%Scalability
89%Scalability
9i Real Application ClustersSupport Near-Linear Scalability
Dramatic Disk Space ReductionSummarize-in-Place or Replicate Transactions?
Conventional Wisdom
Data warehouse several times larger than OLTP database
Conventional Wisdom
Data warehouse several times larger than OLTP database
Oracle Global Single Instance (GSI) with DBIOracle Global Single Instance (GSI) with DBI• Before DBI Summaries Added 3,300
Gigabytes
• Size of DBI Summaries 165 Gigabytes
• Percent Increase 5 %
• Transactions Available for Drilldown 100 %
• Before DBI Summaries Added 3,300 Gigabytes
• Size of DBI Summaries 165 Gigabytes
• Percent Increase 5 %
• Transactions Available for Drilldown 100 %
vs.
Evolution of Daily Business Intelligence (DBI)Evolution of Daily Business Intelligence (DBI)
"The following is intended to outline our general product direction and is intended for information purposes only. The development, release and timing of any features or functionality remains at the sole discretion of Oracle. This presentation is not a commitment to deliver any material, code or functionality."
• Service Contracts Mgmt
• Profit and Loss
• Expense Mgmt
• Human Resources Mgmt
• Email Center Mgmt
• Marketing Mgmt
• Project Profitability Mgmt
• Procurement Mgmt
• Procure-to-Pay Mgmt
• Quote Mgmt
• Sales Mgmt
• Opportunity Mgmt
• Operations Mgmt
• Order Mgmt
• Fulfillment Mgmt
• Service Contracts Mgmt
• Profit and Loss
• Expense Mgmt
• Human Resources Mgmt
• Email Center Mgmt
• Marketing Mgmt
• Project Profitability Mgmt
• Procurement Mgmt
• Procure-to-Pay Mgmt
• Quote Mgmt
• Sales Mgmt
• Opportunity Mgmt
• Operations Mgmt
• Order Mgmt
• Fulfillment Mgmt
• Shipping Mgmt
• Manufacturing Mgmt
• Plan Mgmt
• Commodity Spend /Supplier Mgmt
• Service Renewals Mgmt
• Payables Mgmt
• Product Mgmt
• Customer Fulfillment
• Capital Projects
• Contract Projects
• Shipping Mgmt
• Manufacturing Mgmt
• Plan Mgmt
• Commodity Spend /Supplier Mgmt
• Service Renewals Mgmt
• Payables Mgmt
• Product Mgmt
• Customer Fulfillment
• Capital Projects
• Contract Projects
• Funds Mgmt
• Inbound Telephony Mgmt
• Customer Support
• Purchasing Performance Mgmt
• Supplier Scorecard
• Maintenance Mgmt
• Warehouse Mgmt
• Supported Install Base
• Transportation Mgmt
• Funds Mgmt
• Inbound Telephony Mgmt
• Customer Support
• Purchasing Performance Mgmt
• Supplier Scorecard
• Maintenance Mgmt
• Warehouse Mgmt
• Supported Install Base
• Transportation Mgmt
Thru v5.x (11i.8)Thru v5.x (11i.8) New with v6.x (11i.9)New with v6.x (11i.9) Coming in v7.x (11i.10)Coming in v7.x (11i.10)
OverviewPages
KPIs
IntelligenceReports
OverviewPages
KPIs
IntelligenceReports
1919
104104
153153
3131
166166
319319
3939
238238
395395
CapabilitiesCapabilities
German ArciniegasPrincipal Product Manager E Business Intelligence
Business IntelligenceOracle Balanced Scorecard
The Balanced Scorecard extends Daily Business Intelligence
with custom scorecards and performance indicators.
The Balanced Scorecard application enables
organizations to design, configure,
manage and deploy customized
performance management
systems and helps them in the successful
implementation of their business strategy.
What Oracle Customers are Saying…
“By gathering all the employees around BSC, we were able to concentrate our foundation for the performance-oriented organization culture. It has not been merely a performance management tool but has become KT’s core philosophy and a key driver for organizational change.” – Young-Han Song Executive Senior Vice President & Chief, Office of Planning and Coordination
“We are using Oracle Balanced Scorecard to be sure the whole organization acts in a coordinated way. It helps us
push our business objectives and make sure they are realized on schedule.”
– David Dalton, Global Head of Business Analysis
“With the implementation of Oracle Balanced Scorecard, we have defined and formalized key strategic objectives to run
our company, to make the best decisions and become more proactive.”
– Laurent Singer, IT Director
SalesSales
ExecutivesExecutives
FinanceFinance
FinanceFinance
SalesSales
ITIT
BSCBSC
Web-Enabled Design and Reporting Simplify Design, Loading, and Accessibility
Web Web
Design• Scorecards
• Reports
• KPIs
Access• Scorecards
• Reports
• KPIs
• Design and access BSC system through web browser
9i / 9iAS9i / 9iAS
Legacy Systems, 3rd Party Apps
Spreadsheets
• Feed BSC system with Oracle or non-Oracle data
Flexible Performance Mgmt SystemsDesign Dashboards to Meet Your Needs
Present information in more strategic ways (e.g. cause and effect relationships)
Create performance management dashboards
Sample of OBSC Views and reportsSample of OBSC Views and reports
Management by ExceptionAccelerate Problem Analysis
• Provide performance color alarms for exception alerting
• Identify out-of-target performance with color-coded graphs
• Scope reasons for exception through cause and effect analysis
Assessment and CollaborationCompliment Data with Personal Insights
FromFrom the latest numbers received from the regions we should be improving our revenue figures rapidly. I have some ideas that I would like to share with you in our next monthly meeting.
Enable owner of strategic objective to share personal assessment about performance, such as availability of new data not incorporated in graph
Consolidated Notes & Document LinksCommunicate and Support Strategic Intent
Annotations describeAnnotations describethe intent of athe intent of astrategic objectivestrategic objective
Links direct attention Links direct attention to related documents, to related documents, including DBI reportsincluding DBI reports
BSC-DBI IntegrationSpeed BSC System Design & Simplify Management
BSC Customized ViewBSC Customized View
DBIDBIMeasureMeasure
BSC Report Showing DBI MeasureBSC Report Showing DBI Measure• Easily display out-of-the-box DBI measures in BSC views with point and click process
• Eliminate need to map or load data into BSC for DBI measures
Repository of Available DBI MeasuresRepository of Available DBI Measures
Data Transformation:Input Table
BaseTable
MaterializedViews
Metadata Metadata OptimizerOptimizer
OBSCOBSCLoaderLoader
ConcurrentConcurrentManagerManager
ETL or PL/SQL Procedures
Denmark Police Department Royal Air Force – Innsworth, UK Police, Immigration and National Defense Ministries, Singapore. Korea Ministry of Information and Communication US Army Cambridgeshire County City of Reijkiavik – Iceland Singapore Sports Council LA Transit Authority Central Missouri State University Stakes - Centre for Welfare and Health - Finland
Active Government organizations :
Oracle Confidential
Oracle Confidential
Screen Shots OBSC Screen Shots OBSC
Oracle Confidential
Oracle Enterprise Oracle Enterprise Planning and BudgetingPlanning and Budgeting
February 24, 2004February 24, 2004
CPM Roundtable
© 2003, 2004 Oracle Corporation. All rights reserved. Oracle is a registered trademark of Oracle Corporation.
The following is intended to outline our general product direction and is intended for information purposes only. The development, release and timing of any features or functionality remains at the sole discretion of Oracle. This presentation is not a commitment to deliver any material, code or functionality.
Agenda
Enterprise Planning and Budgeting – Overview
Technical– Architecture– Integration– Migration
Functional– Understanding the Business – Reporting– Control the Planning Process – Business Process Modeling– Tune Plans to Improve Results – Data Collection
Questions and Answers
FinancialFinancial
OperationalOperational
ExternalExternal
StatisticalStatistical
Oracle Enterprise Planning and BudgetingAn application for planning, budgeting, reporting, and analysis
Scalable and web-based Sophisticated data modeling and multi-dimensional analysis Tailored for customer’s own business processes Builds on Oracle Financial Analyzer (OFA) and Oracle Sales Analyzer (OSA) Extends OFA and OSA functionality to include business process flows,
exception alerts, enhanced reporting, allocations rules, and many out of the box calculations
Part of Oracle’s Corporate Performance Management solution
TunePlansTunePlans
StayInformed
StayInformed
DevelopPlans
DevelopPlans
Data Integration
CPM Schema Tables x
CwMMetadata
Oracle 9i.2 databaseEnterprise Planning & Budgeting
EPB Metadata
AW Tables
Plan Data
Actual Data
Pricing& Cost Rates
Exchange & Inflation
Rates
General LedgerHuman Resources
ProjectsFixed AssetsSales On LinePerf Analyzer
OracleApplications
Non OracleApplications
SAPPeopleSoft
Data warehouseLegacy systems
Which version of Oracle Applications does EPB require? Delivered as part of Oracle Applications, but can be run standalone
Delivered as a patch to Oracle Applications 11.5.9Included as part of the rapid install for 11.5.10
Backports of EPB to 11.5.8 or earlier are not technically feasible
Requires Oracle9i Database 9.2.0.5 plus OLAP Option
If a customer has 10.7 or 11.0.x or no Oracle Applications, then the product can be a standalone solution
Migration
OFA and OSA 6.4 will be supported until mid 2008 with error correction support until end of 2006
Oracle will provide a migration path for existing customers of OFA and OSA to migrate their implementations to EPB
These are migration tools, not a one-click upgrade– Should I migrate or re-implement?
OSA RAA/RAM customers should stay where they are for now unless they can migrate to MOLAP
Most OSA customers will choose to migrate to EPB, but some may choose to convert to Discoverer based on their business needs
Migration paper on http://www.oracle.com/applications/cpm
Migration Data Flow
OFA/OSAExpress Databases
1. Map Dimensions and Variables toStandard Schema for EPB
Interface Tables
Oracle9Oracle9ii
CPM Schema
Single Database
CPM Tables
OLAP
Analytic Workspace
BI Beans Repository
Tables
2. Map Documents, Folders, SavedSelections to BI Beans
APPS Security
Tables
3. Map User to Apps Security
Enterprise Planning and Budgeting
Understand the business better
Control the planning process
Tune plans to improve results
AQ&Q 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