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Sid Goel – Partner & BI ArchitectKusal Swarnakar – Partner & SMESid Singh – Solution Architect

Bookings, Billings & Backlog (BBB) Analysis

Sid Goel is a Partner and BI Architect at KPI Partners and has over ten years of BI experience including being part of the original product team for Oracle’s BI Applications product.

Kusal Swarnakar is a Partner and subject matter expert on Supply Chain and Financial Analytics and has been part of multiple BBB projects across a variety of industries.

Sid Singh is a Solution Architect and has successfully lead a number of Supply Chain and Order Management Analytics projects. Sid was the lead consultant for the Order Management Analytics deployment that was awarded the Oracle Titan Award by Oracle this year.

Introductions

Introductions and Objectives (2 minutes) Who is KPI Partners? (3 minutes)

Business value of BBB Analysis (15

minutes) How can Oracle Order Management and

Financial Analytics provide a quick win? (5 minutes)

Demo of BBB Analytics using Oracle Order Management and Financial Analytics (15 minutes)

Case Studies (5 minutes) Q&A (15 minutes)

Agenda

There are three objective of this webinar

1. What is Booking, Billing and Backlog (BBB) Analysis

2. How can Oracle order management and Financial Analytics solve the problem and can provide a quick win

3. How do I get there in terms of an implementation plan?

Objectives

Who is KPI?

The most experienced Oracle BI & EPM Implementation Partner Winner of 2011 Oracle Titan Award for Oracle BI

Applications - $14m ROI ! Onsite, offshore and blended on-site/off-shore

delivery model Oracle BI Apps Quick Start Packages Training through KPI University Many KPI consultants part of Oracle BI

Engineering team. Exclusive Oracle BI offerings:

Who is KPI Partners?www.kpipartners.com

Quick Look: Financial Analytics Best Practices

Fixed Asset Analytics Depot Repair Analytics

Student Information AnalyticsSalesForce.com Analytics

The Leader in Oracle BIWho is KPI?

180+ Consultants, 115 Customers, Over 350 BI Projects

Business Value of BBB Analysis

What is Bookings, Billings and Backlog - Process Flow

New Sales Order

Order Booking

Pick Release Ship InvoiceInventory

Receipt

Backlog Happens when an Order Can’t be Fulfilled On

Time

Fulfill From Inventory?

Manufacture Order

Update Order Status

General Ledger

Profit & LossStatement

BookingsOrder Fulfillment and BacklogBillingsGeneral Ledger (Financials)

Backlog higher than

normal

Bookings going up

Lack of inventory causing delayed

shipments

Backlog lower than

normalMfg or Order

Fulfillment efficiency has improved

Can operations handle the increased orders?

Bookings going down

BookingsBacklog

Scenario 1: Backlog Driven

Net Bookings are going

down

Lower sales, more

cancellations, etc.

Booking margins

are going down

Too much discounting ,

rebates or promotions

Booking to Inventory Relationship

Example: Is my lack of inventory for a particular

product or geography causing order cancellations

Scenario 2: Bookings Driven

Bookings Backlog

Billing is going down Bookings are

up/down due to a product life

cycle, customer or geography

issue?

Backlog going up and we can’t bill for unshipped

orders

Scenario 3: Billing Driven

Billing is going up

Backlog going down which means

we can bill for shipped orders

Billings BacklogBookings

Top 3 Challenges in BBB Analysis

Challenge 1: Multiple ERP Modules or Multiple ERP Systems

BookingsData

Sources

LEGACY

EBS

PSFT

DWBillings

Order Fulfillment and Backlog

Financials

ExcelExcel

ExcelExcel

ExcelExcel

ExcelExcel

ExcelExcel

Excel

Excel

Excel

Excel

Excel

Excel

Excel

Excel

Challenge 2: Time and Cost to Build Integrated Data Warehouse

OE_ORDER_HEADERS_ALL

MTL

_SYS

TEM

_ITE

MS

OE_ORDER_HOLDSOE

_TR

AN

SA

CT

ION

_TY

PE

S

OE_SALES_C

RED

ITS

OE_ORDER_LINES_ALL

RA

_TE

RR

ITO

RIE

S

Transform

Complex normalized data become business centric de-normalized reporting

objects.

FN

D_F

LEX

_VALU

E_S

ET

S

FND_DESCRIPTIVE_FLEXS

OE_ORDER_HEADERS_ALL

MTL_CATEGORY_SETS

MT

L_

CA

TE

GO

RIE

SMTL

_SYST

EM_I

TEM

S

OE_ORDER_HOLDS

OE

_TR

AN

SA

CT

ION

_TY

PE

SOE_SA

LES_CR

EDITS

OE_ORDER_LINES_ALL

RA

_TE

RR

ITO

RIE

S

RA_CUSTOMER_TRX_LINESRA_CUSTOMER_TRX

GL_PERIODS

FN

D_F

LE

X_VA

LU

E_S

ET

S

FND_DESCRIPTIVE_FLEXS

Order Booking

Order Picking

Order Shipping

Order Invoicing

Inventory

GL Revenue

Order Backlog

• Currency conversion rules• Common master data

ERP System (s) BBB Analysis

Challenge 3: Use a World Class BI Tool

Ability to drill down from Summary to detailed reporting

Ability to trend

Easy way to compare bookings, billings and backlogs side by side

Ad –hoc capability

Oracle Supply Chain and Financial Analytics Meets All

3 Challenges

Oracle BI Apps supports All BBB ERP Modules and Multiple ERP Systems

Bookings

LEGACY

PSFT

DW

Billings

Order Fulfillment and Backlog

Financials

Self Service

Oracle Supply Chain and FinancialAnalytics

User Interfaces

Alerts

Dashboards

Static Reports

Data Sources

EBS

DW

PSFT

DW

EBS

Legacy

Oracle BI Apps is Fast Time to Value and Lowest Implementation Cost

Pre-integrated data model for Bookings, Billings, Backlog and Financials

Pre-built connectors for EBS, Peoplesoft, JDE and Universal Adapter for non-Oracle ERP’s

Pre-built metrics and dashboards and BBB best practices

Oracle BI Apps uses World Class OBIEE Reporting Tool

100% web-based

Full ad-hoc capability

Variety of report output styles

Security and UI integrated with source ERP applications (EBS, PSFT, JDE)

Demo of BBB analytics

Oracle Supply Chain Analytics and Financial Analytics Demonstration

Part 1: Deep analysis of bookings, billings and backlog individually

Part 2: Integrated view of bookings, billing and backlog (Connect the Dots)

Part 3: Ad-hoc capability to answer additional business questions with a total of 31 Subject Areas

Typical Implementation Cycle and Customer Case Study

KPI Partners Implementation Methodology for Oracle BI Apps

Oracle BI Apps Deployment Phases Vision Workshop Requirement Gathering Design Develop Deploy Evolve

Typical Implementation Cycle: Oracle BI Apps

Cost and timeline for custom DW instead of Oracle BI Apps solution is typically 2 to 3 times

Case Study: High Tech Manufacturing Company

Success Stories

Company: $1b+ in sales for high tech networking productsBusiness Challenge:

①Analyze bookings (including POS Sales data) data with forecast

②Analyze inventory supply and balance to understand backlog

③Proactively Monitor book to ship ratio and book to bill ratio

④Connect the dots and analyze the dots

What KPI Delivered: ①Integrated bookings billings backlog dashboards sourced from EBS and Demantra and POS

Business Benefits:①Increased forecast accuracy and improve inventory turn

②Properly plan retail store inventory-on-hand penetration

At A Glance

Oracle BI EE & BI Apps 7962

ERP: EBS 11.5.10 Oracle 11g

database

Q&A and Next Steps

Contact your Oracle Rep for Oracle BI Apps info

To contact KPI Partners

① Web: http://www.kpipartners.com/Contact

② Tel: (510) 818-9480

For more BBB and Oracle BI Success Stories① http://www.kpipartners.com/latest-thinking/case-studies/

For free OBIEE training from KPI University① http://www.kpipartners.com/university/free-courses/

For Further Informationwww.kpipartners.com

Quick Look: Financial Analytics Best Practices

Includes some OM/Financial Analytics and custom BI Applications

KPI will respond to you with the url, login and id

Good for 30 days

Oracle BI on iPad Demowww.kpipartners.com

Quick Look: Financial Analytics Best Practices

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