Bi keynote
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Transcript of Bi keynote
Oracle EPM&BI Driving Management Excellence
Szabolcs Radnai | Oracle EE – BI BDM
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.
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Management Excellence: The Next
Competitive Edge
Time
Competitive
Advantage
OPERATIONAL EXCELLENCE
MANAGEMENT EXCELLENCE
Cost – Lean and Mean
Quality – Six Sigma, TQM
Speed – Real-time, JIT
Cost – Lean and Mean
Quality – Six Sigma, TQM
Speed – Real-time, JIT
Smart – Deep Insight
Agile – Decisive Action
Aligned – Across theExtended Enterprise
Smart – Deep Insight
Agile – Decisive Action
Aligned – Across theExtended Enterprise
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Today’s Reality: Management Processes Are
Fragmented
• Lack of business
alignment
• Low predictability in
performance
• Inconsistency in
business decisions
ANALYZE
PERFORMANCE
GOAL
SETTING
SCORECARDS FINANCIAL
REPORTING
FINANCIAL
MODELING
VARIANCE
ANALYSIS
ROLLING
FORECAST
OPERATIONAL
PLANNING
MONITOR
RESULTS
EVA
$€£ ¥
5
Pillars to Achieving Management Excellence
ALIGNEDALIGNED
SMART
AGILEAGILE
Rationalize Your Management Systems
Integrate Management Systems with Operational Systems
Share Insights Across the Extended Enterprise
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AGILE
ALIGNED
Oracle’s Management Excellence Framework:Strategy to Success
Plan to Act
Analyze to Adjust
Record to Report
Traditional Performance Management
Gain to Sustain
Investigate to Invest
Design to Decide
SMART
High Impact Performance Management
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Oracle Provides Key Capabilities
Complete, 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
Gain to Sustain
Investigate to Invest
Design to Decide
Plan to Act
Analyze to Adjust
Record to Report
GOVERNANCE, RISK & COMPLIANCE
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Management Excellence Delivered
Gain to Sustain
Investigate to Invest
Design to Decide
Plan to Act
Analyze to Adjust
Record to Report
Extreme IntelligenceDisk to Dashboard - Complete, Open, Integrated
• Performance Management
Applications
• Business Intelligence Applications
• Business Intelligence Technology
• Oracle Database & Middleware
• Exadata Database Machine
Conceptual model- Oracle BI
Business Intelligence Tools
Delivery & Interaction Channels
BI Applications Performance Mgnt
Hardware Appliance
Database & Infrastructure
Operational Applications
Application & Process Integration
Data Integration Tools
Ecosystem
Oracle Positioned in Leaders Quadrants
The Magic Quadrant is copyrighted 2007 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including
any warranties of merchantability or fitness for a particular purpose.
These Magic Quadrant graphics were published by Gartner, Inc. as part of larger research notes and should be evaluated in the context of the entire reports. The Gartner reports are available upon request from Oracle.
Sources: Gartner, Inc., “Magic Quadrant for Business Intelligence Platforms, 1Q07” by Kurt Schlegel, Bill Hostmann, and Andreas Bitterer, 26 January 2007
Gartner, Inc., “Magic Quadrant for CPM Suites, 2006 “ by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007
Gartner, Inc., “Magic Quadrant for Data Warehouse Database Management Systems, 2007” by Donald Feinberg and Mark A. Beyer, 10 October 2007
Magic Quadrant for Data Warehouse Database Management Systems, 2010
Magic Quadrant for Business Intelligence Platforms, 2010
Magic Quadrant for CPM Suites, 2010
http://www.gartner.com/technology/media-products/reprints/oracle/article121/article121.html
Best of breed and Integration
BI Server BI-Server Common Enterprise Information Model joins multiple heterogeneous
data sources for one source of the Truth.
OLAP Essbase is the market leading and original OLAP engine, loved by business users and I.T.
RTD Real time decisions – A recommendation engine, that enables the personalization of communications with customers.
DW DB
Exadata
ETL, Data
Mining
Extraction, Transformation, Load engine is the Database. Also performing
statistical / deep pattern finding / predictive analytics : embedded in core
database to be fast, productive, intuitive, and easy to administer.
OBI-
Apps
Fastest Value to Customer with Pre-Built ERP & CRM Analytics and Data-warehouse with a single Common Enterprise Information Model and fully conformant dimensions: all upgraded in sync. with the source applications.
PMA Hyperion Performance Management Applications are the #1 market leaders :
delivering Fast Close and Enterprise scale, agile Planning and Budgeting.
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Common BI FoundationComplete, Open, Integrated
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
BI ApplicationsPerformance Management
Applications
BUSINESS INTELLIGENCE FOUNDATION
Essbase BI Server Real Time Decisions
Common Enterprise Information Model
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Oracle Business Intelligence – BI EEComplete, Open, Integrated
Common Enterprise Information Model
Data Integration
Ad-hoc Analysis
Interactive Dashboards
Essbase Reporting &Publishing
ProactiveDetectionand Alerts
Disconnected& MobileAnalytics
MS Office& OutlookIntegration
BI Server• Integrated Security, User Management, Personalization
• Multidimensional Calculation and Integration Engine
• Intelligent Request Generation and Optimized Data Access Services
OLTP & ODSSystems
Data Warehouse, DatamartDatabase Machine, Exadata
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAPEssbase
OBI Server– The Heart of Extreme IntelligenceEnables 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
Eases Security Administration
Consistent Definition of Business Measures, Metrics, Calculations
Single Version of the Truth
Model Once, Deploy Everywhere
OPEN to Combine most Data Sources
Federates access Joining all
Enterprise Data Sources
OBI Common Enterprise Information Model
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Common Enterprise Information Model
BI Server
Files ExcelXML
OLTP & ODSSystems
Data WarehouseData Mart
Essbase EssbaseStudio
Files ExcelXML
OLTP & ODSSystems Data Warehouse
Data Mart
+Essbase
Ad hoc Analysis
Interactive Dashboards
Reporting &Publishing
ProactiveDetectionand Alerts
MS Office& Outlook
Common Enterprise Information Model
BI Server
Unified BI Foundation - EssbaseBi-Directional Integration with Common Enterprise Information Model
Essbase as a Source Essbase as a Client
Multi-Dimensional Model : OLAPA conversation with the Data : use ESSBASE
Time
Product
Customer
Sales
Aggregation Rules
Allocation Rules
Forecast Rules
Product Share
Sales Year to Date
Profit
Average Selling Price
Item
Brand
Manufacturer
Month Quarter Year •What if we increase promotional lift
by 10% in our major markets?
•What happens to our forecast if
the dollar declines by 5% to the
Euro?
•What happens to gross margin if
our materials costs increase by
20%?
•Which customers drive 80% of our
overall profitability?
•What happens to store sales if
inventory turns incr. by 5%?
Oracle RTD Server
Business ProcessesProcesses can “learn” and “adjust”
• Real-time decisions are embedded within the
business process
• Process uses close loop information for self-
learning
Processes can “predict” and “decide”
• Leverages real-time and historical data to
make contextual decisions
• Uses rules and (self-learning) predictive model
to make decisions
Extending The Business Intelligence FoundationRTD Enables Adaptive Business Processes
Enterprise Information Model
Real-time Business Rules &Self-Learning Predictive Models
Inputs
Process data & context
Process decision point & feedback
Oracle RTDOracle RTD“Let me find the best offer for this
person right now!”
choicechoice
choicechoice
Interactive Approach
“Let me find a group of people to
tell about it.”
“I have an offer …”
choice
Traditional Outbound Approach
“I have a Customer …”
Imagine a World…
Modeling & Analytics in the BI Continuum
Ad-Hoc Query& Reporting
Standardized Reporting
AdvancedAnalytics
Modeling
Future Oriented
Operational Static
Strategic Dynamic
Past Oriented
Forward-looking Questions
Historical Questions
Essbase
Data Mining
BI Publisher
OBIEE
RTD
Service Oriented Business IntelligenceThe fusion of business intelligence and SOA
• Visibility & Business Insight– Understand Business Impact
• Insight to Action– Empower Business Users
• Insight Driven Business Processes– Business Intelligence Services for
integrated insight and reporting
BPEL, ESB
Oracle BI & BAM
BPEL, ESB
Oracle BI
BPEL, ESB Oracle BI
QueryProfitabilityQTD
Business IntelligenceServices
Insight Driven Business ProcessesIntelligent Dunning example
SREscalationsQTD?
IsCustomerProfitableQTD?
EscalateToRM
<No> <Yes>
Deliver Alert
BI Dashboard/AgentInitiate Dunning
<Yes>
EscalateTo Support
InitiateDunning
HumanWorkflow
SupportServices
DunningServices
BillingSerives
QuerySRsQTD
Deliver Report
ERP/CRM/FMW
Services
EPM Workspace
Fusion Middleware
Business Intelligence Foundation
Market-Leading Packaged ApplicationsFinancial and Operational
Performance Management
Applications
OLTP & ODSSystems
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAPData Warehouse, DatamartDatabase Machine, Exadata
CRM Analytics ERP AnalyticsSales | Service | Marketing
Contact Center | Loyalty | Price
BI APPLICATIONS
Finance | Procurement | Projects
HR | Supply Chain | Order Mgmt
Business Intelligence Drives Increased Effectiveness in
Every Business Function
Service & Contact Center Analytics
Optimize service processes, reduce costs, retain and grow customers
Supply Chain & Procurement Analytics
Optimize spend, overall supplier performance, and inventory levels
…But Few Organizations have Achieved Such Pervasive BI. Why?
HR Analytics
Retain talent, manage comp costs, increase productivity
Sales Analytics
Improve pipeline visibility, forecast accuracy and sales effectiveness
Financial Analytics
Always understand financial condition and drivers of cost and profitability
Marketing Analytics
Optimize campaign execution, results,
and ROI
Building BI Solutions is Challenging Significant Investment, Skills and Time Required
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License/create information delivery tools
Research/understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License/create information delivery tools
These steps require multiple different BI and DW technology INVESTMENTS
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
These steps require IT or BI staff resources with specialized
SKILLS
These steps take TIMEto understand and
perfect as knowledge of best practices is
learned
Research/understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
Oracle BI Apps Product ComponentsExample: Financial Analytics
Pre-mapped metadata, including
embedded best practice calculations and
metrics for financial, executives and other
business users
A “best practice” library of over 360
pre-built metrics, 30 intelligent dashboards,
200+ reports plus alerts for CFO, Finance
Controller, Financial Analyst, AR/AP
Managers and Executives
Pre-built ETL to extract data from over
3,000 operational tables and load it into
the DW, sourced from PSFT, Oracle EBS
and other sources
Pre-built warehouse with 16 star-schemas
designed for analysis and reporting on
financial analytics
• Presentation layer
• Logical business
model
• Physical sources
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2 4
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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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 SOURCES
SOURCE 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
• Promotion Cost
• Promotion Effectiveness
• Points Analysis
Embedded Directly in ApplicationsPervasive Deployment
Siebel
E-Business Suite PeopleSoft
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EPM Workspace
OLTP & ODS
Systems
Data Warehouse
Data Mart
Oracle, PeopleSoft, JDE, Siebel, SAP, Custom
Excel
XML
Business
Process
OLAP
Fusion Middleware
Business Intelligence Foundation
Performance Management
Applications
Market-Leading Packaged Applications
Financial and Operational
PERF. MANAGEMENT & GRC APPLICATIONS
Performance
Management
Governance, Risk
& Compliance
BI Applications
Become A World Class EPM Organization
• Define and communicate your
strategy
• Shorten the close process
• Improve your planning and
forecast processes
• Extend your profitability and
analytic capabilities
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 31
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Market-leading Performance Management
Applications Suite
Master Data
Business Rules
Metrics/KPIs
Targets, Plans & Actuals
Strategic Planning
Set Strategic Objectives
Corporate
Development
TreasuryStrategies
Long-TermPlanning
Cost and Profitability Management
Define Costing Methods
Perform
Allocations
Report & AnalyzeDefine Cost Drivers
Financial Close Process
Data Cleansing
ConsolidateInternal
Reporting & Analysis
External Reporting & Compliance
Cascade Targets
Allocate Resources
ForecastingDetailed Budgeting
Planning and Budgeting
Hyperion Performance Scorecard and Hyperion
Strategic Finance
Hyperion Planning, Workforce and Capital Asset Planning modules
Hyperion Financial Management and Financial Data Quality
Management)Cost and Profitability Management
Critical Components to ImplementFinancial Close Best Practices
Financial
Consolidation
Data
Assurance DocumentManagement& Filing
Financial andMgmt. Reporting
ERP:
Oracle, SAP,
Legacy, Other
Tax
Filing
Financial Close Workflow
CFO Dashboard
Tax
Calculations
Transactions Reporting
Governance, Risk & Compliance
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 33
Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 34
Consolidate and Report Financial Results
Manage Financial Closefrom Subledgers to Filings
Ensure High Quality Report Submissions
Integrate with ERP Sources and Ensure Financial Data Quality
Key CapabilitiesAccelerate Reporting and Reduce Cost of Compliance
Critical Components to Implement
Strategic Planning Best Practices
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 35
Predictive Modeling & Simulation
CorporateDevelopment
Value Management
Long-Term Financial Planning
Treasury Strategies
Planning, Budgeting & Forecasting
What-if Analysis
Key Capabilities
Accounting Integrity and Modeling Speed
• Integrated financial statements
• Project shareholder value
• Run unlimited scenarios
• Consolidate multiple business combinations
• Evaluate strategic projects
• Simulate effects of M&A
• Debt Scheduling
• Optimize capital structure
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 36
Critical Components to Implement
Planning Best Practices
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 37
Capital AssetsPlanning
Workforce Planning
Long-Term Financial Planning
Financial
Detail
Operational
Detail
Predictive Modeling & Simulation
OperationalRevenue & Cost
Modeling
Planning, Budgeting & Forecasting
Functional Plans
ProjectPlanning
MarketingPlanning
Key CapabilitiesAccelerate the Planning & Forecasting Process
• Centralized system
• Align top-down and bottom-up
• Consistent assumptions
• Common allocations & calculations
• Integrated Operational Planning to address in-depth revenue and
margin planning
• Purpose-built Capital Assets and Workforce planning
modules for fast deployment
• Powerful workflow and process management for budgeting and
forecasting
• Leverages Essbase – powerful reporting and analysis
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 38
Critical Components to Implement
Profitability and Cost Management Best Practices
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 39
Cost, Revenue and Profitability Analytics
Cost and Profitability Reporting
Cost and Revenue Allocation
Calculations
AllocatePerformance
Improvement
Cost and Profitability Simulation
Analyze
Profitability and Cost Management
Common Reporting & Interaction
Key CapabilitiesImprove Profit Decisions Through Better Visibility
• A business user application to build models that:
• Accurately assign, measure, and manage costs and revenues
• Use any methodology to transform financial data through multiple stages
• Compute costs and profitability for multiple business objectives:
• Customers, products, services, activities, etc.
• Use scenarios to evaluate alternate approaches
• Leverage Essbase’s powerful reporting and analysis
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 40
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Application Integration StrategyBI Apps with Performance Management Apps
Common Enterprise Information Model
BI Server
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,Custom Apps
FilesExcelXML
BusinessProcess
BI Applications DW (BAW)
BI ApplicationsService
Service
Sales
Marketing
Supply Chain
& Order Mgmt
Financials
HR
Procure
& Spend
Performance Management Apps
HFM
FDM
Planning
FDM
OLTP Data
Data Movement 1) Plans2) Consolidated results
Native Access (Plans, Consolidated Results)
Essbase
What If
"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"
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Complete BI & EPM
OBIEE ESSBASE
OBI-Apps Hyperion
Best Data Warehouse Machine – Exadata V2
• Massively parallel high volume hardware to
quickly process vast amounts of data– Exadata runs data intensive processing
directly in storage
• Most complete analytic capabilities – OLAP, Statistics, Spatial, Data Mining, Real-time
transactional ETL, Efficient point queries
• Powerful warehouse specific optimizations– Flexible Partitioning, Bitmap Indexing, Join indexing, Materialized Views, Result
Cache
• Dramatic new warehousing capabilities
Data Mining
OLAP
ETLETL
New