Business Intelligence for E-Business Suite

Norma Penson Principal Solution Consultant

January 21, 2009

Agenda
Oracles EPM System

Extensible Integration Available Today

Release Specifics and Roadmap Q&A

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

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

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

Achieving Management Excellence

Smart: Agile : Aligned:

Rationalize your management systems Integrate with operational systems Share insight across the enterprise

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

Oracle Provides Key Capabilities

Complete, Open & Integrated

EXTERNAL REPORTING STRATEGIC & PREDICTIVE MODELING INTEGRATED BUSINESS PLANNING PROFITABILITY & COST MANAGEMENT SCORECARDING, MONITORING & ANALYSIS FINANCIAL & MGMT REPORTING BI TOOLS & BI APPLICATIONS, REAL-TIME MONITORING OLAP, DATA WAREHOUSE, DATA MINING DATA INTEGRATION, APPLICATION MANAGEMENT & MASTER DATA MANAGEMENT

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

Oracles Enterprise Performance Management System

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

Oracles Enterprise Performance Management System

EPM Workspace
Performance Management Applications

BI Applications BI Applications

Business Intelligence Foundation

Fusion Middleware

OLTP & ODS Systems

Data Warehouse Data Mart

OLAP

SAP, Oracle, Siebel, PeopleSoft, Custom

Excel XML

Business Process

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

Highly Scalable BI Foundation

Providing Insights Across the Enterprise
EPM Workspace Performance Management Applications

BI Applications

BUSINESS INTELLIGENCE FOUNDATION

Common Enterprise Information Model Essbase BI Server Predictive Analytics

Fusion Middleware

OLTP & ODS Systems

Data Warehouse Data Mart

OLAP

SAP, Oracle, Siebel, PeopleSoft, Custom

Excel XML

Business Process

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

Oracle BI Enterprise Edition Plus

Best in Class, Business User Tools
EPM WORKSPACE

Interactive Reporting & Ad-hoc Dashboards Publishing Analysis

Desktop Gadgets

Search

Disconnect & MS Office & Outlook Proactive Integration Detection & AlertsMobile Analytics

COMMON ENTERPRISE INFORMATION MODEL

Integrated Security, User Management, Personalization Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services

OLTP & ODS Systems

Data Warehouse Data Mart

OLAP

SAP, Oracle, Siebel, PeopleSoft, Custom

Excel XML

Business Process

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

Common Enterprise Information Model

Enables Consistency, Security, Reuse, Flexibility
PRESENTATION LAYER
User roles, preferences Simplified view Logical SQL interface

Role-Based Views of the Information Relevant to the User

SEMANTIC OBJECT LAYER

Dimensions Hierarchies Measures Calculations Aggregation Rules Time Series

Consistent Definition of Business Measures, Metrics, Calculations

PHYSICAL LAYER
Map Physical Data Connections Schema

Model Once, Deploy Everywhere

Across Any Data Sources

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

10

Oracle BI Applications
Tight Security Integration with Oracle Applications EPM Workspace
Performance Management Applications
BI APPLICATIONS
Sales Service Contact Center Procurement & Spend Finance

Marketing

Supply Chain & Order Mgmt HR

Business Intelligence Foundation

Fusion Middleware

OLTP & ODS Systems

Data Warehouse Data Mart

OLAP

SAP, Oracle, Siebel, PeopleSoft, Custom

Excel XML

Business Process

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

11

Oracle BI Applications
Tight Security Integration with Oracle Applications
Service & Contact Center Order Management & Fulfillment
Supply Chain Human Resources

Sales

Marketing

Financials

Oracle BI Applications
Tightly integrated security model User Security Object Security Data Security

Oracle BI Foundation

Supports iPlanet, Novell, MSFT AD, Oracle Identity Directory (OID), and others Right content shown to the right user

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

12

Oracle BI Applications
Add insight to CRM and ERP applications Easy to adapt and extend Works with existing IT environment Tight integration with OLTP systems Fast time to value Lower TCO Over 1,700 customers
Oracle BI Applications
Financials Human Resources Procurement & Spend

Sales

Service & Contact Center

Marketing

Supply Chain & Order Management

Common Enterprise Information Model Oracle BI Server

Other Data Sources IVR, ACD, CTI Hyperion MS Excel Syndicated

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

Oracle BI Applications
Comprehensive, Prebuilt, Best Practice Analytics
Auto

Comms & Media

Complex Mfg

Consumer Sector

Energy

Financial Services

High Tech

Insurance & Health

Life Sciences

Public Sector

Travel & Trans

Sales
Pipeline Analysis Forecast Accuracy Sales Team Effectiveness Up-sell/ Cross-sell Cycle Times Lead Conversion

Service & Contact Center Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Churn & Service Trends

Marketing
Campaign Effectiveness Customer Insight Product Propensity Loyalty & Attrition Market Basket Analysis Campaign ROI

Procurement & Spend Direct / Indirect Spend Buyer Productivity Off Contract Purchases Supplier Performance Purchase Cycle Time Employee Expenses

Supply Chain & Order Management Revenue and Backlog Inventory Fulfillment Status Customer Status Order Cycle Time BOM Analysis

Financials
General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management

Human Resources
Employee Productivity

Compensation
Compliance Reporting Workforce Profile Retention Analysis Return on Human Capital

Source adapters:

and Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition Plus

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

Analytic Workflows
Commodity Procurement and Spend
Business Objectives / Issues
Purchase Requests Greater than Budget

Identify Responsible Commodity

Deny Purchase Request

Review Supplier Scorecard

Off-Contract Purchases?

Business Function:
Gain Insights
Multidimensional Review of Supplier Performance: Cost, Score, On-time Ratings

Commodity Procurement
Which Business Unit is Responsible?

Role:
Procurement Manger

What-if Scenarios: Consolidate Spending

Objectives:
Review Largest Cost Items

Identify Best Price and Meet Business Needs

1) Best Price for Commodities 2) Meet the Needs of Business

Take Action

Adjust Order Quantities to Best Supplier

15

Copyright 2008, Oracle and/or its affiliates. All rights reserved. Copyright 2009, Oracle and / or its affiliates. All rights reserved.

Analytic Workflows
Commodity Procurement and Spend
Business Objectives / Issues
Purchase Requests Greater than Budget Identify Responsible Commodity

Multidimensional Review of Supplier Performance: Cost, Score, On-time Ratings

Gain Insights

What-if Scenarios: Consolidate Spending

Essbase
Identify Best Price and Meet Business Needs

Take Action

Adjust Order Quantities to Best Supplier

Copyright 2009, Oracle timing of any features rights reserved. described remains at the sole discretion of Oracle" and / or its affiliates. All or functionality

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and

16

BI Apps Integration with Oracle Applications

Extends BI Value; Lowers TCO
Action Links Insight to Action
Seamless navigation from analytical information to transactional detail

Integrated Security
One login. Right content for each user.
Data Security User Security Object Security

Integrated Workflow
Intelligence-driven business processes

Integrated with Planning and EPMS

View actual performance in context with budgets and plans

BPEL, ESB

Oracle BI

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

Embedded Directly in Applications

Pervasive Deployment
E-Business Suite PeopleSoft

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

Extensible & Sustainable Integration is Available Today

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

19

Interactive Dashboards and Analytical Insights

Accessible from the E-Business Suite Portal

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

20

Pre-Built, Pre-Mapped, Pre-Packaged Insights

1
Pre-built warehouse with more than 16 star-schemas designed for analysis and reporting on Financial Analytics

Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives & other Business Users.

Presentation Layer Logical Business Model Physical Sources

Pre-built ETL to extract data from hundreds of operational tables and load it into the DW, sourced from Oracle EBS, PeopleSoft Enterprise, SAP R/3, and other sources.

A best practice library of over 360 pre-built metrics, Intelligent Dashboards, 200+ Reports and alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

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

21

Procurement and Spend Analytics

Prebuilt Components
10 star-schemas 1 Inv.Pre-built warehouse withReturns Balances Inv. Activities Bill of Materials designed for analysis and reporting on Procurement & Spend Analytics
Total Spend Purchase Orders

3 Pre-mapped metadata, including embedded

Requisitions

Purchase Costs

best practice calculations and metrics for Supply Chain, Supplier, and other Business Users

Presentation Layer
Purch. Cycle Lines Receipts Supplier Perf. Payables

Logical Business Model Physical Sources

2 Pre-built ETL to extract data from over 3,000

4 A best practice library of over 100 pre-built

operational tables in Oracle EBS and other sources, and load it into the DW

metrics, Dashboards, Reports and alerts for Buyers, Cost Center Managers, Inventory Managers, Procurement Managers and Execs

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

22

Leverages Your Application Data Model

Prepackaged Data & Metadata Integration Key Flexfields
Accounting Flexfield (GL#) Territory Flexfield (CT#) Item Categories (MCAT)

Descriptive Flexfields
Stored in data warehouse extension columns

Value Set Hierarchy

Extract hierarchical relationships of Value Sets

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

23

Leverages Your User Access Controls

Preconfigured User Security
Oracle BI Enterprise Edition Security Based Authentication
Defines and stores user information in the RPD

LDAP Authentication

Stores information from the LDAP server in session variables

External Table Authentication Database Authentication

Maintains list of users in an external database

Authenticates users through database logins

Single Sign-On (SSO)

Provides an open interface to enable web integration with SSO products

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

24

Provides Single Sign-On with Oracle E-Business Suite Applications

3 2
store ICX session cookie in browser 5 establish connection with Oracle EBS Web Browser navigate to

Oracle EBS
6 drill back to Oracle EBS via Action Links

Oracle BI

user

1 log in once

4 validate session via the ICX cookie

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

25

Leverages Your Object Security Model

Business Logic Object Security
Presentation Layer

Semantic Object Layer

Physical Layer

Controls access to Subject Areas, Tables and Columns

Web Object Security

Limits access to Dashboards, Reports and Web Folders

Query Blocking
Specified combinations of columns in queries can be blocked from running and the user is notified of the illegal query
Copyright 2009, Oracle and / or its affiliates. All rights reserved. 26

Roles & Responsibilities Shared Across Operational & Analytical Tasks

Associated with Web Catalog Group: Order Management Manager

Dashboards:
Order Management Order Fulfillment

is assigned

Responsibility/Role : Order Management Manager

is associated with

User:

OM Manager

Subject Areas:
Associated with Security Group:
Order Management Manager

Sales - Order Lines Sales - Orders, Backlog and Invoices

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

27

Highly Granular Data Security

Multi-Org data access support with

Oracle E-Business Suite applications:

Operating Unit Inventory Organization Business Group Set of Books

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

28

Tight Integration with Oracle Applications

Action Links navigate from analytical to operational Action Links
Seamless navigation from analytical information to transactional detail while maintaining context Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise

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

29

Financial Visibility in 4 Clicks

Oracle Financial BI Applications
American Power Conversion (APC) is a $2 billion producer of uninterruptible power supplies. Deployed full source to dashboard Financial Analytics in matter of weeks on top of Oracle EBS, including GL, profitability, AR, and AP dashboards. Before Unable to achieve timely visibility into financial data for execs and managers Lack of data and information quality: Garbage in, Garbage out Time and effort to manually gather data from Excel spreadsheets and other data sources After Up-to-date, reliable source of financial truth for effective decision making

Better visibility into business processes

Ability to go from global view to detail view in 4 mouse clicks Proactively track and manage key drivers of revenue, cost, and shareholder value

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

30

Speeds Time To Value and Lowers TCO

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

Oracle BI Applications

Faster deployment Lower TCO Assured business value

DW Design Training / Rollout Back-end ETL and Mapping Define Metrics & Dashboards DW Design Back-end ETL and Mapping Quarters or Years Weeks or Months
Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis

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

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

31

Oracles E-Business Suite Integration Specifics

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

32

Oracle BI Apps 7.9.5

Now Available
Unified multi-source data model Enhanced user experience Data Warehouse Administration Console Expanded deployment options
Support for Siebel CRM 6.x, 7.5.x, 7.7.x, 7.8.x, 8.0.x Support for Oracle EBS ERP 11i8, 11i9, 11i10 and R12 Support for PSFT Financials 8.4, 8.8, 8.9, 9.0 and HR 8.8, 8.9, 9.0

Tightly Integrated with Oracle Applications Full localization

Translation to 28 languages

Certified on Informatica PowerCenter 8.1.1 SP4

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

Oracle BI Applications Transaction System Support

Matrix shows operational applications supported by Oracle BI Applications ETL. For example, green boxes next to PSFT 8.8 indicate that PeopleSoft 8.8 Financials and PeopleSoft 8.8 HR have prebuilt ETL against them. To see which specific operational application modules are supported, and by which specific BI Apps, see subsequent detail slides. CRM EBS R12 EBS 11.5.10 EBS 11.5.9 EBS 11.5.8 PSFT 9.0 PSFT 8.9 PSFT 8.8 PSFT 8.4 SAP R/3 4.6c Universal Siebel 8.1 Siebel 8.0 Siebel 7.8 Siebel 7.7 Siebel 7.5 Siebel 6.3 Not Applicable ** ** ** Financials Human Resources Supply Chain & Order Management Procurement & Spend

Supported Not Supported

Currently shipping BI Apps 7.9.5 ** SAP 4.6c supported in BI Apps

7.8.4

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

Oracle BI Applications for Oracle eBusiness Suite

Certified for 11i8, 11i9, 11i10, R12 Oracle BI Application
Financial Analytics Human Resources Analytics Supply Chain and Order Management Analytics

Oracle EBS module

Oracle Financials (GL, Payables, Receivables) Oracle Human Resources Oracle Payroll Oracle Order Management Oracle Discrete Manufacturing (for Inventory) Oracle Financials (for Receivables and Revenue) Oracle Purchasing/Procurement Oracle iProcurement Oracle Financials (for Payables)

Procurement and Spend Analytics

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

Oracle BI Apps Roadmap

Oracle BI Applications 7.9 Unified enterprise data model Enhanced DAC Leverages OBI EE 10gR3 Translation to 15 languages Oracle BI Applications 7.9.1 Certify SEBL 8.0 adapter

Oracle BI Applications 7.9.4 Certify Oracle EBS R12

Oracle BI Applications 7.9.5 Certify PSFT Financials and HR 8.9, 9.0, and SEBL 8.1.0 Informatica PowerCenter 8.1.1 SP4 Oracle BI Applications 7.9.x / 11gRx Next Generation BI Apps Certify Additional Adapters New Application Content Oracle BI Apps for Fusion Applications

Oracle BI Applications 7.9.2 Profitability Analytics for OFSA

Oracle BI Applications 7.9.3 Certify PSFT Financials 8.4 / 8.8 and PSFT HR 8.8 FSPA Enhancements

"This information Oracle a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality Copyright 2009, is not and / or its affiliates. All rights reserved. described remains at the sole discretion of Oracle"

Oracle BI Applications
Use together to provide an Enterprise Analytic View

Sales

Marketing Supply Chain & Order Management Human Resources

Service & Contact Center Financials

Procurement & Spend Human Resources

More

Prospect to Customer Order to Cash Procure to Pay Demand Chain to Supply Chain

Analyze End-to-End Business Processes Even Across Heterogeneous Sources

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Oracle BI Applications Implementation Strategy Insight for Todays Applications and for Fusion
Oracle EBS Financials PeopleSoft HR

Oracle BI Applications

Oracle Fusion Applications

Siebel CRM

Other Apps

1. 2. 3. 4. 5. 6.

Add insight layer over existing IT assets. High ROI Use prebuilt BI Apps to implement quickly and follow best practices Start with a single area or tackle several in parallel Also build custom analytic apps as necessary Benefit from enterprise-wide analysis as you broaden your implementation Incorporate Fusion Apps using same architecture and technology

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

Oracle EPM System

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

Oracle EPM System

SMART Market-Leading Products and Technology AGILE Advanced Integration Improves Agility and Lowers TCO

ALIGNED Pervasive Intelligence across the Enterprise

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

For More Information

search.oracle.com
Business Intelligence

or oracle.com

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