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The future of Business Intelligence
& Enterprise Performance Management
HROUGRovinj October 18, 2007
Alexander MeixnerSales Executive, BI/EPM, South East Europe
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Oracles Product Strategyand Vision for an Enterprise
Performance Management
System
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The majority of customers are purchasing andimplementing BI and CPM as disparate point solutions,
which weaken their ability to achieve pervasive BI or to link
BI platform and CPM suites capabilities into an integratedcontinuum to drive business transformation from the
strategic level to the process level
What Gartner is Saying
Source: Employ a Coordinated Approach to BI and CPM, April 2007
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From History to Present
Generational Steps
Transactional
Reporting
IncreasingValue
Here are your reports
Query,
OLAP / DW
Explore my data
Business
Intelligence
How am I doing
vs. goals?
Performance
Management
What is my best opportunity?
What should I do next?
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Enterprise Performance Management SystemIntegrates Transaction, Intelligence, Financial Systems
Operational BI Systems
OperationalBusiness
Intelligence
Query &
Analysis
Dashboards Alerts &
Workflow
Data
Integration
OLAPData
Warehouse
Enterprise/
OperationalReporting
Financial Performance Management
Planning &Budgeting
Financial &StatutoryReporting
Metrics &Scorecards
Modeling FinancialManagement
EnterprisePerformanceManagement
System
Financials HRSupply Chain ProcurementSales & CRM
Transactional Systems
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BI-
Foundation
Set
Goals
Plan
Monitor
Analyze
Report
Align
The Management Cycle and EPM
BI
FPM
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Introducing: The Oracle EnterprisePerformance Management System
Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcessEssbase
Financial PerformanceManagement Applications
Operational BIApplications
Fusion Middleware
Web Office Desktop Mobile Embedded
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The Hyperion
Acquisition
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And In Business Intelligence
Hyperion and Oracle were strong in both
markets
Leader In Performance Management
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#1
47%
1%
5%
8%
8%
8%
4%
19%
Other
Stronger Together
Other
48%
3%
10%
10%
14%
4%
6%
5%
Performance Management Business Intelligence Tools
GainingMarket Share
ClearMarket Leader
Source: IDC, Worldwide Business Intelligence Tools 2005
Vendor Shares, July 2006, Doc #202603
Source: IDC, Worldwide Business Performance Management
Applications 2005 Vendor Shares, Sept. 2006, Doc #203414
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Oracles Enterprise PerformanceManagement System
Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcessEssbase
Financial PerformanceManagement Applications
Operational BIApplications
Fusion Middleware
Web Office Desktop Mobile Embedded
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Search
Pervasive Information Access & Delivery
through a Unified BI Foundation
Ad-hocAnalysis
InteractiveDashboards
ProactiveDetectionand Alerts
MS Office& OutlookIntegration
Reporting &Publishing
Disconnected& Mobile
Analyt ics
OLTP & ODSSystems
Data WarehouseData Mart
SAP, OraclePeopleSoft , Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Essbase
Multidimensional Calculation and Integration Engine
Integrated Security, User Management, Personalization
Intelligent Request Generation and Optimized Data Access Services
Common Enterprise Information Model
DesktopGadgets
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One Solution for Enterprise BI
OracleBI Suite
Enterprise
EditionPlus
Hyperion BI
Interactive ReportingProduction Reporting
Financial ReportingWeb Analysis
Oracle BI Suite
Enterprise
Edition
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OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft , Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Oracle BI Server
Common Enterprise Information Model
Reporting&
Publishing
Ad hocAnalysis
ProactiveDetectionand Alerts
MicrosoftOffice
InteractiveDashboards
Oracle BI Suite Enterprise Edition
(before Hyperion)
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OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft , Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Oracle BI Server
Common Enterprise Information Model
Ad hocAnalysis
ProactiveDetectionand Alerts
MicrosoftOffice
InteractiveDashboards
Reporting & Publishing
Financial Reporting
BI Publisher
Interactive Report ing
SQR Production Reporting
Web Analysis
Oracle BI Suite Enterprise Edition Plus
O S
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Oracle BI Suite Enterprise Edition Plus
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft , Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
FinancialPerformanceManagementAppl icat ions
Insight
Performance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial Reporting
BI Publisher
Interactive Report ing
SQR Production Reporting
Web Analysis
Ad hocAnalysis
ProactiveDetectionand Alerts
MicrosoftOffice
InteractiveDashboards
Hyperion Essbase
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Powerful calculations
Hyperion Essbase
Extends Oracle BI Suite With Advanced OLAP Analysis
Custom analytic applications requiring
Multi-user write back
Financial Intelligence
Store
Profitability
InventoryForecasting
Volume ChangeAnalysis
Limited IT support
http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=11808199148538/12/2019 209_Meixner Future of BI&EPM
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Oracles Enterprise Performance
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Oracle s Enterprise PerformanceManagement System
Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcessEssbase
Financial PerformanceManagement Applications
Operational BIApplications
Fusion Middleware
Web Office Desktop Mobile Embedded
Oracle BI Applications Analytical
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Oracle BI Applications - Analytical
Processes in a BOX
Add insight to CRM and ERP
applications
Pre-built BI content, but also
easy to adapt and extend
Works with existing IT
environment Fast time to value
Lower TCO
Over 1000 customers
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
ETL
DW
Oracle BI EE Platform
& Metadata
BI content
Example:
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Pre-mapped metadata, including embedded
best practice calculations and metrics for
Financial, Executives and other Business
Users.
Presentation Layer
Logical BusinessModel
Physical Sources
3Pre-built ETL to extract data from hundreds of
operational tables and load it into the DW,sourced from Oracle EBS, PeopleSoft
Enterpr ise, Siebel CRM, SAP R/3, and others.
2A best practice library of over 360 pre-built
metrics, Intelligent Dashboards, 200+ Reports
and alerts for CFO, Finance Control ler,
Financial Analyst, AR/AP Managers and
Executives
4Pre-built warehouse with more than 16 star-schemas designed for analysis and reporting
on Financial Analytics
1
Oracle Financial Analytics Product Components
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Build from Scratchwith Traditional BI Tools
Oracle BIApplications
Weeks or Months
Prebuilt Business Adapters forOracle, PeopleSoft, Siebel, SAP,others
Prebuilt DW design, adapts to yourEDW
Role-based dashboards andthousands of pre-defined metrics
Easy to use, easy to adapt
Back-endETL andMapping
DW Design
Define Metrics& Dashboards
Back-endETL andMapping
DW Design
Define Metrics& Dashboards
Training / Roll-out
Training / Rollout
Quarters or Years
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
Speeds Time To Value and Lowers TCO
Faster deploymentLower TCO
Assured business value
With OBIEE+ you can:
1. Build custom BI apps
2. Buy Oracle BI Apps
3. Do a mix of both
To be Pervasive BI must get the full
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To be Pervasive, BI must get the full
spectrum of your activity
Other Operational& Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters:
Sales
Service &
Contact
Center
MarketingOrder
Management
& Fulfillment
Supply
Chain
FinancialsHuman
Resources
PipelineAnalysis
TriangulatedForecasting
Sales TeamEffectiveness
Up-sell /Cross-sell
Cycle TimeAnalysis
LeadConversion
EmployeeProductivity
CompensationAnalysis
HR ComplianceReporting
WorkforceProfile
TurnoverTrends
Return onHuman Capital
A/R & A/PAnalysis
GL / BalanceSheet Analysis
Customer& ProductProfitability
P&L Analysis
ExpenseManagement
Cash FlowAnalysis
SupplierPerformance
SpendAnalysis
ProcurementCycle Times
InventoryAvai labi lity
EmployeeExpenses
BOM Analysis
OrderLinearity
Ordersvs. Available
Inventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
CampaignScorecard
ResponseRates
ProductPropensity
Loyalty andAt tr ition
Market BasketAnalysis
Campaign ROI
ChurnPropensity
CustomerSatisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Travel
& Trans
Travel
& TransAutoAuto Comms.
& Media
Comms.
& MediaComplex
Mfg.
Complex
Mfg.Consumer
Sector
Consumer
SectorEnergyEnergy Financial
Services
Financial
ServicesHigh
Tech
High
TechInsurance
& Health
Insurance
& HealthLife
Sciences
Life
SciencesPublic
Sector
Public
Sector
To be Pervasive BI must get the full
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To be Pervasive, BI must get the full
spectrum of your activity
Other Operational& Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters:
Sales
Service &
Contact
Center
MarketingOrder
Management
& Fulfillment
Supply
Chain
FinancialsHuman
Resources
PipelineAnalysis
TriangulatedForecasting
Sales TeamEffectiveness
Up-sell /Cross-sell
Cycle TimeAnalysis
LeadConversion
EmployeeProductivity
CompensationAnalysis
HR ComplianceReporting
WorkforceProfile
TurnoverTrends
Return onHuman Capital
A/R & A/PAnalysis
GL / BalanceSheet Analysis
Customer& ProductProfitability
P&L Analysis
ExpenseManagement
Cash FlowAnalysis
SupplierPerformance
SpendAnalysis
ProcurementCycle Times
InventoryAvai labi lity
EmployeeExpenses
BOM Analysis
OrderLinearity
Ordersvs. Available
Inventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
CampaignScorecard
ResponseRates
ProductPropensity
Loyalty andAt tr ition
Market BasketAnalysis
Campaign ROI
ChurnPropensity
CustomerSatisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Travel
& Trans
Travel
& TransAutoAuto Comms.
& Media
Comms.
& MediaComplex
Mfg.
Complex
Mfg.Consumer
Sector
Consumer
SectorEnergyEnergy Financial
Services
Financial
ServicesHigh
Tech
High
TechInsurance
& Health
Insurance
& HealthLife
Sciences
Life
SciencesPublic
Sector
Public
Sector
What Customers Are Achieving
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Deployed to 800 users in under 90 days
Analytics for sales-oriented contact center
Live in 120 days
Sales Analytics
4 months from decision to live for 1,200 usersPharma Analytics
Live in 100 days, 6,500 usersSales and Marketing Analytics
I can vouch that it can be deployed as
rapidly as they claim...It is a product that
really delivers.
Deployed to 3,000+ users in 3 months
Sales Analytics
What Customers Are AchievingWith Oracle BI Applications
Oracles Enterprise Performance
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Oracle s Enterprise PerformanceManagement System
Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcessEssbase
Financial PerformanceManagement Applications
Operational BIApplications
Fusion Middleware
Web Office Desktop Mobile Embedded
Most Complete Suite of Financial Performance
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Key Initiatives
Planning Assumptions
ActualsPerformance Targets
Master Data
Set Strategic
Objectives
CorporateDevelopment
Treasury
Strategies
Long-Term
Planning
Strategic Planning
Cascade Targets
Al locate
Resources
ForecastingDetailed
Budgeting
Budgeting and Forecasting
p
Management Applications
Data
CleansingConsolidate
Internal
Reporting &
Analysis
External
Reporting &
Compliance
Financial Close Process
The Management Cycle and EPM
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g y
Link strategic goals to operational
decisions
Transform financial management
processes
Monitor execution in real-time
Deliver consistent, reliable insights
to drive action Lower costs and reduce system
complexity
Single version of the truth
Insight
Performance
Action
Set
Goals
Plan
Monitor
Analyze
Report
Align
Leadership Product Strategy
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Leadership Product StrategyIntegrating Enterprise Performance Management and BI
Provides industrys first EPM System Align operational intelligence with strategy: better insight
Align operational decisions with strategy: better decisions
From insight to action: drives better results more quickly
Built on integrated and modern BI Foundation Most complete and integrated BI tools and BI applications
With a unified and consistent view of business performance
For Oracle and non-Oracle systems
Improves customer choice for BI solutions First integrated, EPM System to combine Financial Performance
Management and Operational BI Applications
Most complete, best-of-breed tools and analytic applications
From History to Present
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From History to Present
Generational Steps
Transactional
Reporting
Query,
OLAP / DW
Business
Intelligence
Performance
Management
IncreasingV
alue
Here are your reports
Explore my data
How am I doingvs. goals?
What is my best opportunity?
What should I do next?
From History to Present to Future
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From History to Present to Future
Generational Steps
Transactional
Reporting
Query,
OLAP / DW
Business
Intelligence
Performance
Management
IncreasingV
alue
Here are your reports
Explore my data
How am I doingvs. goals?
What is my best opportunity?
What should I do next?
IntelligentInteraction
What should I do now,
at the moment of contact
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RealTimeDecisions
Gap Between BI and Operational Apps
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Gap Between BI and Operational Apps
Operational
Applications
BI & AnalyticsSolutions
?
Hudge investment into operational
systems to make them more efficient
Big efforts to utilize the vast amount
of data using DHW, BI, Datamining
predective analysis
learning process
just-in-time interaction
Oracle RTD Bridges the Gap
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Operational
Applications
Oracle RTD Bridges the Gap
BI & AnalyticsSolutions
Real-Time
Decision Solutions
Bridge between operational and
analytical worlds
Operationalizes offline analytic
insight, models and scores
Creates new behavioral & contextual
insights through continuous learning
Unites channel experiences through
singular decision framework
Drives process behavior of both
technology and human resources
RTD Platform and Applications
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Real-Time Decisions Applications
RTD Platform and Applications
Business Intelligence
Decision
Server
Decision
Center
Decision
Studio
Marketing Automation
Data Mining
TelcoTelco FinsFins RetailRetail HealthHealth TravelTravel OthersOthers
Back Office
(e.g. Supply Chain)
Front Office
(e.g. Call Center, Web)
RTD as part of Oracles EnterpriseP f M t S t
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Performance Management System
Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcessEssbase
Financial PerformanceManagement Applications
Operational BIApplications
Fusion Middleware
Web Office Desktop MobileEmbedded in
Applications
RTDRTD
RTDRTD
Summary
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BI is more than simple standalone reporting
It must be pervasive and hot-plugable Access to all sources
across all LOB through any delivery channel
BI should be an integrated part and embedded part of
EPM
To link Insight andAction
At the moment of interaction using RTD
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