1_04_Penson

Business Intelligence for E-Business Suite Norma PensonPrincipal Solution Consultant

January 21, 2009

Copyright © 2009, Oracle and / or its affiliates. All rights reserved. 2

• Oracle’s EPM System

• Extensible Integration Available Today

• Release Specifics and Roadmap

• Q & A

Agenda


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.


Achieving Management Excellence

• Smart:Rationalize your management systems• Agile : Integrate with operational systems• Aligned: Share insight across the enterprise


Oracle Provides Key CapabilitiesComplete, 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


Oracle’s Enterprise Performance Management System


Oracle’s Enterprise Performance Management System

BI Applications

EPM Workspace

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsPerformance Management

Applications


Highly Scalable BI FoundationProviding Insights Across the Enterprise

EPM Workspace

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP

Fusion Middleware

BI ApplicationsPerformance Management

Applications

BUSINESS INTELLIGENCE FOUNDATION

Essbase BI Server Predictive Analytics

Common Enterprise Information Model


Oracle BI Enterprise Edition PlusBest in Class, Business User Tools

• Integrated Security, User Management, Personalization• Multidimensional Calculation and Integration Engine• Intelligent Request Generation and Optimized Data Access Services

COMMON ENTERPRISE INFORMATION MODEL

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP

EPM WORKSPACE

Desktop Gadgets

Ad-hoc Analysis

Interactive Dashboards Search

Proactive Detection & Alerts

MS Office & OutlookIntegration

Disconnect & Mobile Analytics

Reporting & Publishing


Common Enterprise Information ModelEnables 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

Consistent Definition of Business Measures, Metrics, Calculations

Model Once, Deploy Everywhere

Across Any Data Sources


EPM Workspace

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

Performance ManagementApplications

Oracle BI ApplicationsTight Security Integration with Oracle Applications

Sales

Service Marketing

BI APPLICATIONS

HR

FinanceContact Center Procurement & Spend

Supply Chain & Order Mgmt


Oracle BI ApplicationsTight Security Integration with Oracle Applications

Oracle BI Foundation

Right content shown to the right user

Supports iPlanet, Novell, MSFT AD,Oracle Identity Directory (OID), and others

Tightly integrated security model

Oracle BI Applications

SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

ObjectSecurity

UserSecurity

Data Security

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



Supply Chain & Order

ManagementSales

Service &Contact Center

Marketing

Procurement & SpendFinancials Human

Resources

Other Data Sources

IVR, ACD, CTI

Hyperion

MS Excel

Syndicated

Oracle BI Server

Common Enterprise Information Model

• Add insight to CRM and ERP applications

• Easy to adapt and extend

• Works with existing IT environment

• Tight integration with OLTP systems

• Fast time to value• Lower TCO• Over 1,700 customers


Oracle BI ApplicationsComprehensive, Prebuilt, Best Practice Analytics

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy

FinancialServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

and Other Operational & Analytic SourcesSource

adapters:

Sales MarketingProcurement

& Spend


ManagementFinancials

HumanResources

PipelineAnalysis

ForecastAccuracy

Sales Team Effectiveness

Up-sell/ Cross-sell

Cycle Times

Lead Conversion

Employee Productivity

Compensation

Compliance Reporting

WorkforceProfile

RetentionAnalysis

Return on Human Capital

General Ledger

AccountsReceivable

AccountsPayable

Cash Flow

Profitability

ExpenseManagement

Revenue andBacklog

Inventory

FulfillmentStatus

CustomerStatus

Order Cycle Time

BOM Analysis

Direct / Indirect Spend

Buyer Productivity

Off Contract Purchases

Supplier Performance

Purchase Cycle Time

Employee Expenses

Campaign Effectiveness

CustomerInsight

Product Propensity

Loyalty &Attrition

Market Basket Analysis

Campaign ROI


ServiceEffectiveness

Customer Satisfaction

ResolutionRates

Service RepEfficiency

Service Cost

Churn & Service Trends

Oracle BI Suite Enterprise Edition Plus

Copyright © 2009, Oracle and / or its affiliates. All rights reserved. Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 15

Analytic WorkflowsCommodity Procurement and Spend

Business Objectives /

Issues

GainInsights

Take ActionAdjust Order Quantities to

Best Supplier

Identify Best Price and Meet Business Needs

What-if Scenarios:Consolidate Spending

Multidimensional Review of Supplier Performance: Cost,

Score, On-time Ratings

Review Supplier Scorecard

Identify Responsible Commodity

Purchase Requests Greater than Budget

Review Largest Cost Items

Which Business Unit is Responsible?

Off-Contract Purchases?

Deny Purchase Request

• Business Function: Commodity Procurement

• Role: Procurement Manger

• Objectives:• 1) Best Price for

Commodities• 2) Meet the Needs of

Business


Business Objectives /

Issues

GainInsights

Take Action Adjust Order Quantities to Best Supplier

Multidimensional Review of Supplier Performance: Cost,

Score, On-time Ratings

Identify Responsible Commodity

Purchase Requests Greater than Budget

Drill to D

etail

What-if Scenarios:Consolidate Spending

Identify Best Price and Meet Business Needs

OLA

PW

rite-Back

Essbase

Analytic WorkflowsCommodity Procurement and Spend

"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"


Action Links – “Insight to Action”

BI Apps Integration with Oracle ApplicationsExtends BI Value; Lowers TCO

Seamless navigation from analytical information to transactional detail

Integrated Security

ObjectSecurity

UserSecurity

Data Security

One login. Right content for each user.

Integrated Workflow

Intelligence-driven business processes

BPEL, ESB Oracle BI

Integrated with Planning and EPMS

View actual performance “in context” with budgets and plans


Embedded Directly in ApplicationsPervasive Deployment

Siebel

E-Business Suite PeopleSoft


Extensible & Sustainable Integration is Available Today


Interactive Dashboards and Analytical Insights Accessible from the E-Business Suite Portal


Pre-Built, Pre-Mapped, Pre-Packaged Insights

Pre-built warehouse with more than 16 star-schemas designed for analysis and reporting on Financial Analytics

Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives & other Business Users.

1

2

3

4Pre-built ETL to extract data from hundreds of operational tables and load it into the DW, sourced from Oracle EBS, PeopleSoft Enterprise, SAP R/3, and other sources.

A “best practice” library of over 360 pre-built metrics, Intelligent Dashboards, 200+ Reports and alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

• Presentation Layer

• Logical Business Model

• Physical Sources


Pre-mapped metadata, including embedded best practice calculations and metrics for Supply Chain, Supplier, and other Business Users

Presentation Layer Logical Business Model Physical Sources

3

Pre-built ETL to extract data from over 3,000 operational tables in Oracle EBS and other sources, and load it into the DW

2 A “best practice” library of over 100 pre-built metrics, Dashboards, Reports and alerts for Buyers, Cost Center Managers, Inventory Managers, Procurement Managers and Execs

4

Pre-built warehouse with 10 star-schemas designed for analysis and reporting on Procurement & Spend Analytics

1

Procurement and Spend AnalyticsPrebuilt Components

Inv. Balances Inv. Activities Returns

Requisitions Total Spend Purchase Orders Purchase Costs

Purch. Cycle Lines

Bill of Materials

Receipts Supplier Perf. Payables

Inv. BalancesInv. Balances Inv. ActivitiesInv. Activities ReturnsReturns

RequisitionsRequisitions Total SpendTotal Spend Purchase OrdersPurchase Orders Purchase CostsPurchase Costs

Purch. Cycle LinesPurch. Cycle Lines

Bill of MaterialsBill of Materials

ReceiptsReceipts Supplier Perf. Supplier Perf. PayablesPayables

22


Leverages Your Application Data ModelPrepackaged Data & Metadata Integration

• Key Flexfields• Accounting Flexfield (GL#)• Territory Flexfield (CT#)• Item Categories (MCAT)

• Descriptive Flexfields• Stored in data warehouse

extension columns

• Value Set Hierarchy• Extract hierarchical

relationships of Value Sets


Leverages Your User Access ControlsPreconfigured User Security

• Oracle BI Enterprise Edition Security Based Authentication• Defines and stores user information in the RPD

• LDAP Authentication• Stores information from the LDAP server in session variables

• External Table Authentication• Maintains list of users in an external database

• Database Authentication• Authenticates users through database logins

• Single Sign-On (SSO)• Provides an open interface to enable web integration with SSO

products


Provides Single Sign-On with Oracle E-Business Suite Applications

user

Web Browser Oracle EBS Oracle BI

navigate to

3

log in once

1

store ICX session cookie

in browser

2

validate session via the ICX cookie

4

establish connection with Oracle EBS

5

drill back to Oracle EBS via Action Links

6


Leverages Your Object Security Model

• Business Logic Object Security

Presentation Layer

Physical Layer

Semantic Object Layer

• Query Blocking• Specified combinations of columns in queries can be blocked

from running and the user is notified of the illegal query

Controls access to Subject Areas, Tables and Columns

Limits access to Dashboards, Reports and Web Folders

• Web Object Security


Roles & Responsibilities Shared Across Operational & Analytical Tasks

Responsibility/Role: Order Management

Manager

Dashboards:Order Management Order Fulfillment

is assigned

Associated with Web Catalog Group: Order Management Manager

User: OM Manager

is associated with

Associated with Security Group: Order Management Manager

Subject Areas:Sales - Order LinesSales - Orders, Backlog andInvoices


Highly Granular Data Security

• Multi-Org data access support with

Oracle E-Business Suite applications:

• Operating Unit

• Inventory Organization

• Business Group

• Set of Books


Tight Integration with Oracle ApplicationsAction Links navigate from analytical to operational

• Action Links• Seamless navigation from analytical information to transactional

detail while maintaining context• Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise


Financial Visibility in 4 ClicksOracle Financial BI Applications

Before

Unable to achieve timely visibility into financial data for execs and managers

Lack of data and information quality: Garbage in, Garbage out

Time and effort to manually gather data from Excel spreadsheets and other data sources

American Power Conversion (APC) is a $2 billion producer of uninterruptible power supplies. Deployed full “source to dashboard” Financial Analytics in matter of weeks on top of Oracle EBS, including GL, profitability, AR, and AP dashboards.

After

Up-to-date, reliable source of financial truth for effective decision making

Better visibility into business processes

Ability to go from global view to detail view in 4 mouse clicks

Proactively track and manage key drivers of revenue, cost, and shareholder value


Build from Scratchwith Traditional BI Tools


Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Quarters or Years

Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis

Speeds Time To Value and Lowers TCOOracle BI Applications

Faster deploymentLower TCOAssured business value


Oracle’s E-Business Suite Integration Specifics


Oracle BI Apps 7.9.5Now Available

• Unified multi-source data model

• Enhanced user experience

• Data Warehouse Administration Console

• Expanded deployment options• Support for Siebel CRM 6.x, 7.5.x, 7.7.x, 7.8.x, 8.0.x• Support for Oracle EBS ERP 11i8, 11i9, 11i10 and R12• Support for PSFT Financials 8.4, 8.8, 8.9, 9.0 and HR 8.8, 8.9, 9.0

• Tightly Integrated with Oracle Applications

• Full localization• Translation to 28 languages

• Certified on Informatica PowerCenter 8.1.1 SP4


Oracle BI Applications – Transaction System Support

CRM FinancialsHuman

ResourcesSupply Chain &

Order ManagementProcurement

& Spend

EBS R12

EBS 11.5.10

EBS 11.5.9

EBS 11.5.8

PSFT 9.0

PSFT 8.9

PSFT 8.8

PSFT 8.4

SAP R/3 4.6c ** ** **

Universal

Siebel 8.1

Not Applicable

Siebel 8.0

Siebel 7.8

Siebel 7.7

Siebel 7.5

Siebel 6.3

Supported

Not Supported

Currently shipping BI Apps

7.9.5

** SAP 4.6c

supported in BI Apps

7.8.4

Matrix shows operational applications supported by Oracle BI Applications ETL. For example, green boxes next to PSFT 8.8 indicate that PeopleSoft 8.8 Financials and PeopleSoft 8.8 HR have prebuilt ETL against them. To see which specific

operational application modules are supported, and by which specific BI Apps, see subsequent detail slides.


Oracle BI Applications for Oracle eBusiness Suite

Oracle BI Application Oracle EBS module

Financial Analytics Oracle Financials(GL, Payables, Receivables)

Human Resources Analytics Oracle Human ResourcesOracle Payroll

Supply Chain and Order Management Analytics

Oracle Order ManagementOracle Discrete Manufacturing (for Inventory)Oracle Financials (for Receivables and Revenue)

Procurement and Spend Analytics Oracle Purchasing/ProcurementOracle iProcurementOracle Financials (for Payables)

Certified for 11i8, 11i9, 11i10, R12


Oracle BI Apps Roadmap

Oracle BI Apps forFusion Applications

Unified enterprise data modelEnhanced DAC

Leverages OBI EE 10gR3Translation to 15 languages

Oracle BI Applications7.9

Certify SEBL 8.0 adapter

Oracle BI Applications7.9.1

Profitability Analytics for OFSA



Certify PSFT Financials and HR 8.9, 9.0, and SEBL 8.1.0

Informatica PowerCenter 8.1.1 SP4

Certify Oracle EBS R12



Certify PSFT Financials 8.4 / 8.8 and PSFT HR 8.8

FSPA Enhancements


7.9.x / 11gRxNext Generation BI Apps

Certify Additional AdaptersNew Application Content

"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"


Oracle BI ApplicationsUse together to provide an Enterprise Analytic View

Analyze End-to-End Business Processes Even Across Heterogeneous Sources

Prospect to Customer

Order to Cash

Procure to Pay

Demand Chain to Supply Chain

…

Sales Marketing

Procurement & Spend


ManagementFinancials

HumanResources


MoreHuman

Resources


1. Add insight layer over existing IT assets. High ROI

2. Use prebuilt BI Apps to implement quickly and follow best practices

3. Start with a single area or tackle several in parallel

4. Also build custom analytic apps as necessary

5. Benefit from enterprise-wide analysis as you broaden your implementation

6. Incorporate Fusion Apps using same architecture and technology

Oracle BI Applications Implementation StrategyInsight for Today’s Applications and for Fusion

Oracle EBS Financials PeopleSoft HR

Siebel CRM Other Apps


Oracle Fusion Applications


Oracle EPM System


ALIGNED

Pervasive Intelligence across the Enterprise

ALIGNED

Pervasive Intelligence across the Enterprise

AGILE

Advanced Integration Improves Agility and

Lowers TCO

AGILE

Advanced Integration Improves Agility and

Lowers TCO

SMART

Market-Leading Products and Technology

SMART

Market-Leading Products and Technology

Oracle EPM System


For More Information

search.oracle.com

or

oracle.com

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