Oracle Business Intelligence Applications The Value of Cross-Functional BI

Darryn Hinett Business Solutions Consultant

The Problem No Vendor Has Solved Until Now

COMPLETE BI SOLUTIONS ARE MUCH MORE THAN JUST DASHBOARDS
DASHBOARDS
Visible

PLUMBING
Under the Surface Significant time, resources and expertise required

Data warehouse design Data mapping & transformation from multiple applications Analytic models, KPIs, metrics Much more

Building BI Solutions is Challenging Significant Investment, Skills and Time Required

Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source License interactive user access tools
These steps require multiple different BI and DW technology INVESTMENTS

Research/understand analytic needs of each user community

Build analytics for each audience

These steps require IT or BI staff resources with specialized SKILLS

License/create information delivery tools

Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades

These steps take TIME to understand and perfect as knowledge of best practices is learned

Typical Effort & Customization balance

Dashboards & Reports

Easy

Additional dashboards and reports, guided and conditional navigations, iBots, etc. Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc. Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc. Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc.

OBIEE Metadata

Moderate

DW Schema

Intermediate

ETL

Involved

Degree of Customization

Level of Effort
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Speeds Time To Value and Lowers TCO

Build from Scratch with Traditional BI Tools Training / Roll-out Define Metrics & Dashboards Oracle BI Applications

Results
Faster time to value Lower TCO Assured business value

DW Design Training / Rollout Back-end ETL and Mapping Define Metrics & Dashboards DW Design Back-end ETL and Mapping Months or Years Weeks or Months Easy to use, easy to adapt Role-based dashboards and thousands of pre-defined metrics Prebuilt DW design, adapts to your EDW Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Packaged BI Applications
Business Intelligence EE 11gR1
Sales Service and Contact Center Marketing

Procurement and Spend

Supply Chain and Order Management

Financials

CRM ANALYTICS
Price

ERP ANALYTICS
Projects

Loyalty

Human Resources

ORACLE BI ENTERPRISE EDITION

AND OTHER OPERATIONAL AND ANALYTIC SOURCES

Complete. Open. Integrated.

Oracle Business Intelligence 11g
Data Scorecards Interactive Reporting & Integration Dashboards Publishing Ad-hoc Analysis Office Integration Search Detect & Alert Collaborate Mobile Embedded

Common Enterprise Information Model

Common Metadata Foundation across all Data Sources Common Security, Access Control, Authorization, Auditing Common Request Generation and Optimized Data Access Services Common Clustering, Workload Management, & Deployment Common Systems & Operational Lifecycle Management

OLTP & ODS Systems

Data Warehouse Data Mart

Exadata

OLAP Sources

Packaged Applications (Oracle, SAP, Others)

Unstructured & Semi-Structured

Excel XML/Office

Business Process

11g Upgrade Options for BI Apps Customers

BI Apps 7.9.6.x / OBIEE 11g Upgrade Plans

Upcoming Fusion BI Apps 11g and BI Apps 11g PS1 will uptake OBIEE 11g features BI Apps 7.9.6.x certification with OBIEE 11.1.1.4.0 is under consideration

Option 1: Upgrade BI Apps With OBIEE 11.1.1.3.0

BI Apps 7.9.6.x is upgradeable to OBI EE 11g with the 11.1.1.3 release, but a number of known issues have been identified and are discussed in the product documentation Understand the risk of being an early adopter Consider and include all the risks in your project planning Require patience and risk tolerance Consider environment requirements (Windows/Linux) Recommended ONLY If there are critical OBIEE 11g features that are needed, e.g. 64-bit operation, scorecarding, Answers+ etc.

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10g Spend Analyser

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11g Spend Analyser

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Option 2: Upgrade BI Apps With OBIEE 11.1.1.4.0

Better than Option 1 11.1.1.4.0 includes lot of bug fixes Still Requires few manual changes to RPD/Webcat to complete the successful upgrade Consider additional efforts in your project planning Please do Cost vs Benefits analysis before considering the upgrade Consider installing in development environment and start exploring the new features, even if upgrade is not required immediately

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Option 3: Upgrade Certified BI Apps Release (796x with 11.1.1.4.0/11.1.1.5.0)

Best option as all the manual fixes will be done by Oracle as part of certification Still requires manual changes to customized objects of RPD/Webcat, but changes should be minimal It is highly recommended to wait for this release, unless there is a compelling business need for the immediate upgrade

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Financial Analytics
Cascading Prompts Select Fiscal Year = 2008 Fiscal Quarter shows only 2008 values

In-place Drill using presentation hierarchies

Slide 15

Oracle Confidential Internal Use Only

Financial Analytics

Graph Sliders

Enhanced Visualizations

Playback option
Slide 16 Oracle Confidential Internal Use Only

Oracle BI Applications Roadmap

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Oracle BI Applications
Release Roadmap
Available

Convergence Release Dual ETL Support Applications Unlimited Fusion Apps

Planned

INFA

Apps Unlimited

7.9.6

7.9.6.1

7.9.6.2
Fusion Apps

7.9.6.3
11g

SAP Select Edge / Industry

11g PS1

11g PS2

ODI

7.9.5.2

SAP

7.9.7

7.9.7.1

Certification with OBIEE 11g

Oracle BI Applications Planned Additional Content

11g Family
FINANCIALS
Commitment Control & Public Sector Financial/Budget Analysis Fusion Scorecard/embedded analytics for Financial Analytics Fixed Assets (Assets Revaluation, Leases, Warranties) FSG Integration with Financial Analytics HFM Integration and extensions for EPM AX Accounting support (Global Accounting Engine)

MANUFACTURING
Quality Analytics Enhancements to Order Mgmt and Inventory Manufacturing Analytics (EBS) Manufacturing Analytics (JDE) Enterprise Asset Management Add back new Fusion content for Sourcing, Inventory/Cycle Count, Order Holds/Aging Price Analytics (EBS) Service Analytics (EBS R12) Service Analytics (PSFT HelpDesk) Sales Analytics (Usage Accelerator Oppty Action Plan and Usage) Loyalty Analytics enhancements Public Sector Case Analytics enhancements Warranty Analytics Integration of Agile PLM Analytics Integration of Retail Analytics Integration of Fusion Transportation Intelligence Integration of Incentive Compensation Analytics Integration of P6 Analytics (Primavera) Integration of Tax / Utilities Analytics Integration of Communications Analytics

HR
Compensation HR Competencies / Qualifications HR Performance Management Benefits Workforce Optimization Analytics Time & Labor, Absence/Payroll/Global Payroll Project Analytics (resources, scheduling, grants accounting, etc.) JDE Adapter for Project Analytics Add back new Fusion content for Project Commitments, Project Cross Charge Integration of PeopleSoft Campus Solutions Academic Enterprise

CRM

PROJECTS

GBU & EDGE PRODUCTS

HIGHER EDUCATION

PROCUREMENT
Procurement & Spend (Contract Lifecycle Management) Procurement & Spend (integration with Supplier Hub) JDE Adapter for Procurement & Spend Analytics Add back new Fusion content for Procurement Change Orders and Agreements

"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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Oracle BI Applications 11g Planned Support for Fusion Applications

Fusion Applications
Complete, Modular Suite of Applications
Oracle Fusion Financial Management
General Ledger Payments & Collections Accounts Payable Accounts Receivable Asset Management Cash & Expense Management

Oracle Fusion Human Capital Management

Global Human Resources Compensation Management Global Payroll Workforce Lifecycle Management Talent Review Network @ Work Benefits Performance & Goal Mgmt KPIs, Dashboards, & Extensibility

Oracle Fusion Supply Chain Management

Product Master Data Management Inventory Management Distributed Order Orchestration Cost Management KPIs, Dashboards, & Extensibility FW Global Order Promising Shipping & Receiving

Common Modules

KPIs, Dashboards, & Extensibility FW

Oracle Fusion Project Portfolio Management

Project Costing Project Control Project Billing Project Integration Gateway KPIs, Dashboards, & Extensibility FW Project Performance Reporting Project Contracts Purchasing

Oracle Fusion Procurement

Self-service Procurement Supplier Portal KPIs, Dashboards, & Extensibility FW Sourcing Spend & Performance Analysis Customer Master

Oracle Fusion CRM

Sales Mobile & Outlook Integration KPIs, Dashboards, & Extensibility FW Marketing

Procurement Contracts

Incentive Compensation

Territory & Quota Mgmt

Oracle Fusion GRC

Financial Compliance

Issue & Risk Manager

Access Controls

Transaction Controls

Configuration Controls

KPIs, Dashboards, & Extensibility FW

Fusion Reporting and Analytics Consistent, Timely, Complete

Oracle Transactional BI (OTBI)
Real time, self service reporting directly off Fusion Apps data Pre-packaged content covering major Fusion Applications Built on Oracle BI EE technology

Oracle BI Applications (OBIA)

Unlimited historical analysis, including trending and cross-domain insight Pre-packaged data warehouse, ETL, metrics, and interactive dashboards Now available for EBS, PeopleSoft, JD Edwards, Siebel Extending to Fusion Applications Built on Oracle BI EE technology

Specialized Analytics

Financial statements, sales territory planning, project performance, and more built on Essbase technology Whitespace analysis built on Real-Time Decisions and Oracle Data Mining technologies

Empowering Customers with OTBI + OBIA

Complementary, Comprehensive Solutions

OTBI
Business Solution Current state analysis What are the current deferred payment account balances? Tactical reporting Order more quantity? Fusion Application operational user Purchasing Agent, Billing Clerk, Expense Report User Homogeneous Fusion Applicationscentric Granular views, No data movement

OBIA
Unlimited historical analysis What is the trend, and how does it compare to this period last year? Strategic reporting Change supplier? Managers and knowledge workers Executive, Manager, Sales Rep, Analyst Heterogeneous Multiple business areas and disparate applications Data warehouse model with transactional detail, persisted data, bulk and incremental data movement, ETL processing Updated periodically via ETL; latency determined by ETL refresh frequency Single semantic model with conformed dimensions across both

Business Process Reporting Target Users

Data Sources Data Preparation

Data Availability Cross Functional Analysis

Real Time

Fusion BI Architecture
PrePackaged Reports & Dashboards

Fusion Embedded Analytics

Self-Service Query & Reporting

Content Summary: 300+ embedded analytics OBIA: 3,000+ reports, 4,000+ metrics OTBI: Covers 35+ Fusion Products BI Common Semantic Model: Supports highly aggregated trending and real-time transaction listings from a single query model

BI Common Semantic Model OBIA

OTBI

OBIA Data Warehouse

ETL

Real-Time Queries

BI View Objects

EBS, PSFT, JDE, Siebel, SAP, Other

Fusion Apps Transactional Database

BI View Objects: Are single source of truth for BI Represent facts and dimensions Implement Apps data security Handle MLS

Analytics are Always Available in Fusion Apps

1. Embedded Analytics
Individual BI reports in transactional screens Entire BI Dashboard as tab on Fusion Home Page

2. Navigator / Main Menu

Menu link to launch BI Homepage Browse the BI content catalog or create new reports

3. Reporting Pane
Displays list of contextually relevant reports One-click launch of report in new window Customer configurable

Embedded BI in Fusion Applications

Embedded Analytics in Transaction Pages

Full Apps context and bidirectional event integration Hundreds of pre-built embedded analytics in v1 All BI reports available in Resource Catalog for easy embedding

Accessing BI from Fusion Applications

Reporting Pane

One-click access to reports & dashboards Contextually relevant to current Apps work area Customer configurable content

Accessing BI from Fusion Applications

Reporting & Analytics Work Area

Browse and view entire BI Catalog Access personal & shared reports View/edit BI Publisher report schedules Launch BI tools for advanced actions Create new reports with Report Wizard

Business Intelligence for Fusion Apps Summary

Solution Offerings Real-time, self-service reporting Historical and complex analysis with a data warehouse Domain-specific, specialised analytics Key Features Consistent user experience
Identical tabular, graphical and visualization components used throughout

Common semantic model

Unified definition of key entitiesCustomer, Invoice, Date, Account, etc.and calculations

Tight integration with Fusion Applications

Pervasive embedded analytics, role-based dashboards, and reports Architected for Fusion Apps: seamless integration with flex, trees, security,

Low cost of ownership

Easier installation, functional setups, and systems management

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

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