Corporate Performce Mgt [Intro]

7/31/2019 Corporate Performce Mgt [Intro]

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Oracle Corporate

Performance Management

Steve MirandaOracle Development


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What Is Corporate PerformanceManagement?

CPM is "an umbrella term to describe the methodologies,metrics, processes and systems used to monitor andmanage 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


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What is Corporate PerformanceManagement?

CPM encompasses three types of activities:

Strategic Goal Setting and Alignment

Planning, Budgeting, Forecasting andModeling

Operational Analytics, Reporting andConsolidation


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BI is not CPM! - L. Geishecker, Gartner

Reactive Proactive

Tool Suite of applications with

business processes

embeddedDepartmental Enterprise-wide

Reporting and analysis Reporting and analysis

integrated with planning,

budgeting, forecasting, andconsolidation

Focused on history Forward-looking

BI CPM


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Strategy Formulation:Enterprise Goals and

StrategiesStrategic

OperationalExecution:

Operation Targets andBudgets

Transactional Transaction Systems:Process Transactions

Performance

Metrics

Correction

Improvement

Communication

Feedback

Source: Gartner

CPM Vision March, 2003

UserType

CPM: Feedback Loop


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Oracle CPM Positioning

Meet legal and regulatory requirements

Improve understanding of the business

Link strategy, planning, and reporting across the enterprise

Exploit business opportunities

Regain control of the business


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Increase organizational credibility

Ensure that strategy, planning and reporting systems areconsistent, repeatable and auditable

Establish clear lines of accountability

Manage by fact


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Increase organizational credibility

Remove barriers throughout the enterprise

Enable cross-functional sharing of information

Enhance communication among strategy formulation,planning and monitoring systems

Work as one team


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Oracles 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)


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Q U E S T I O N SA N S W E R S


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Joe Thomas

Product DirectorBI Applications

Oracle Corporation


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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 Benefits

FinancialsHuman Resources

Incentive Compensation

Inventory

Manufacturing

PayrollPurchasing

Sales Analyzer


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Acuity is committed toimplementing a global

single instance of Oracleto support our

transaction base, and oneof the key benefits of that

is better operational

reporting.


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Why Is Oracle Offering Daily BusinessIntelligence?

Oracle is offering Daily Business Intelligence becausewe see business intelligence as a major source ofcomplexity and cost in IT departments.

Furthermore, end-users are seeking access to more

timely information and need to drill to the transactiondetails.

DBI can add significant value by delivering morecomplete information to end-users faster than currentapproaches and at dramatically lower costs.


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Oracle Internal-GSIAP

4 T DB (3 Node RACSun 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


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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


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Materialized Views PerformanceEnable High Performance Summarization

Hardware Configuration: SUN Sunfire 12K

Number of Processors: 10

Processor Speed : 900 MHz / CPU

Initial Load Incremental Load

AR Invoice

Lines70M records in 100 minutes 650K records in 30 minutes

GL Journal


AP Invoice



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Numberof Users

0

500

1000

1500

2000

2500

3000

3500

4000

Single Node 2 Nodes 4 Nodes

1026

1900

3648

Running on HP Computers

89%Scalability

9iReal Application ClustersSupport Near-Linear Scalability


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Dramatic Disk Space ReductionSummarize-in-Place or Replicate Transactions?

Conventional Wisdom

Data warehouse several times larger than OLTP database

Oracle 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 %

vs.


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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 ofany 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

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

Thru v5.x (11i.8) New with v6.x (11i.9) Coming in v7.x (11i.10)

OverviewPages

KPIs

IntelligenceReports

19

104

153

31

166

319

39

238

395

Capabilities


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German ArciniegasPrincipal Product ManagerE Business Intelligence

Business Intelligence

Oracle Balanced Scorecard


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The Balanced Scorecard extendsDaily Business Intelligence

with custom scorecards and performance

indicators.

The Balanced Scorecard application enables

organizations to design, configure,manage and deploycustomized

performance management

systems and helps them in the successful

implementation of their business strategy.


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What Oracle Customers are Saying

By gathering all the employees around BSC, we were able

to concentrate our foundation for the performance-oriented organizationculture. It has not been merely a performance management tool but hasbecome KTs 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 thewhole 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 runour company, to make the best decisions and become more proactive.

Laurent Singer, IT Director
http://www.kraft.com/index.html


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Sales

Executives

Finance

Finance

Sales

IT

Web-Enabled Design and ReportingSimplify Design, Loading, and Accessibility

Web Web

Design

Scorecards

Reports

KPIs

Access

Scorecards

Reports

KPIs

Design and access BSC system through web browser

9i / 9iAS

Legacy Systems,3rd Party Apps Spreadsheets

Feed BSC system with Oracle or non-Oracle data

Fl ibl P f M t S t


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Flexible Performance Mgmt SystemsDesign Dashboards to Meet Your Needs

Present

information inmore strategicways (e.g.cause and effectrelationships)

Createperformancemanagementdashboards


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Sample of OBSC Views and reports

M t b E ti


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Management by ExceptionAccelerate Problem Analysis

Provide performance color alarmsfor exception alerting

Identify out-of-target performancewith color-coded graphs

Scope reasons for exceptionthrough cause and effect analysis

A t d C ll b ti


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Assessment and CollaborationCompliment Data with Personal Insights

From the latest numbers received from the regions we should beimproving our revenue figures rapidly. I have some ideas that I wouldlike to share with you in our next monthly meeting.

Enable owner of strategicobjective to share personal

assessment aboutperformance, such asavailability of new data notincorporated in graph

C lid t d N t & D t Li k


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Consolidated Notes & Document LinksCommunicate and Support Strategic Intent

Annotations describethe intent of a

strategic objective

Links direct attentionto related documents,

including DBI reports

BSC DBI I t ti


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BSC-DBI IntegrationSpeed BSC System Design & Simplify Management

BSC Customized View

DBIMeasure

BSC Report Showing DBI Measure Easily display out-of-the-box DBI measures in

BSC views with point

and click process

Eliminate need to map orload data into BSC for

DBI measures

Repository of Available DBI Measures


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Data Transformation:Input

Table

Base

Table

Materialized

Views

Metadata

Optimizer

OBSCLoader

ConcurrentManager

ETL or PL/SQL Procedures


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Denmark Police Department

Royal Air Force Innsworth, UK Police, Immigration and National Defense Ministries, Sing 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


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Oracle Confidential


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Screen Shots OBSC

Oracle Confidential


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Oracle Enterprise

Planning and Budgeting

February 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.


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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

Oracle Enterprise Planning and


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Financial

Operational

External

Statistical

Oracle Enterprise Planning andBudgetingAn application for planning, budgeting, reporting, and analysis

Scalable and web-based

Sophisticated data modeling and multi-dimensional analysis

Tailored for customers 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 Oracles Corporate Performance Management solution

TunePlans

StayInformed

DevelopPlans


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Data Integration

CPM Schema Tables x

CwM

Metadata

Oracle 9i.2 databaseEnterprisePlanning &Budgeting

EPB

Metadata

AW Tables

Plan Data

Actual Data

Pricing& CostRates

Exchange &Inflation

Rates

General LedgerHuman Resources

ProjectsFixed AssetsSales On LinePerf Analyzer

Oracle

Applications

Non Oracle

Applications

SAPPeopleSoft

Data warehouseLegacy systems

Which version of Oracle Applications


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Which version of Oracle Applicationsdoes EPB require?

Delivered as part of Oracle Applications, but can be run standalone

Delivered as a patch to Oracle Applications 11.5.9

Included as part of the rapid install for 11.5.10

Backports of EPB to 11.5.8 or earlier are not technically feasible

Requires Oracle9iDatabase 9.2.0.5 plus OLAP Option

If a customer has 10.7 or 11.0.x or no Oracle Applications, then theproduct can be a standalone solution


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Migration

OFA and OSA 6.4 will be supported until mid 2008 with errorcorrection 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 businessneeds

Migration paper on http://www.oracle.com/applications/cpm
http://www.oracle.com/applications/cpmhttp://www.oracle.com/applications/cpm


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Migration Data Flow

OFA/OSAExpress Databases

1. Map Dimensions and Variables toStandard Schema for EPB

Interface Tables

Oracle9i

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


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Enterprise Planning and Budgeting

Understand the business better

Control the planning process

Tune plans to improve results


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Q U E S T I O N SA N S W E R S


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Corporate Performce Mgt [Intro]

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