Oracle Corporate Performance Management Steve Miranda Oracle Development.

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



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



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


AP Invoice AP Invoice LinesLines


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

http://www.kraft.com/index.html

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

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

Oracle Corporate Performance Management Steve Miranda Oracle Development.

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