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    BI Apps - Financial Analytics on

    JD Edwards

    Overview, Implementation and Next Steps

    Tony Cassidy & Shaun Mullen

    June 2012

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    Agenda

    Introduction

    BI Apps - Overview

    BI AppsFinancial Analytics

    BI AppsFinancial AnalyticsJD Edwards Specifics

    BISC Implementation

    Customisation

    Security

    ETL Statistics

    Training

    Key Success Factors - General

    Key Success Factors - BISC

    Next Steps

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    Introduction

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    Customer: In Ireland

    Business Needs:

    Ability to report on Non Pay and Open Commitments

    Ability to report More Frequently than before

    Open to Overall Improvements on Operational Financial Reporting

    Deploy in relatively short time frame Budget

    Solution Considerations:

    OBIEE Existing

    JD Edwards Existing

    Immediate Operational Financial Reporting Requirement (Non Pay)

    TCO on BI Apps - Financial Analytics V OBIEE Custom Product Layers = Schemas, ETL, Adapters & Dashboards

    ROI on BI AppsFinancial AnalyticsWider Usage

    Decision:

    BI AppsFinancial Analytics on JD Edwards

    IntroductionBusiness Need & Solution Consideration

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    IntroductionDecision = BI Continuum for JD Edwards

    Oracle

    EPM

    F

    uture

    Oriented

    Strategic Dynamic

    StaticOperationalPastOrient

    ed

    JDE E1

    JDE E1 Standardized Reporting

    JDE E1 UBE, QBE (Query By Example)

    Oracle BI Publisher

    11

    JDE E1 Operational Consoles

    Financial Mgmt & Compliance Console Plant Manager Dashboard

    2

    2

    Oracle Predictive Modeling Tools

    Hyperion Essbase

    Real Time Decisions

    5

    5Oracle EPM Hyperion Planning and Budgeting

    Hyperion Financial Management

    more

    4

    4

    Oracle BI Applications Financial Analytics

    Supply Chain & Order Mgmt Analytics

    Procurement & Spend Analytics

    more

    3

    3

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    BI Apps - Overview

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    BI Apps - Overview

    Oracle BI Applications (BI Apps) is a complete data-warehouse solution basedon the Oracle BI Enterprise Edition product suite

    BI Apps enables organisations to rapidly deploy an end-to-end analyticssolution providing a comprehensive and rich set of Business Intelligencedashboards

    BI Apps comes with pre-built meta-data to source from various sourcetransactional applications including: Oracle eBusiness Suite

    Siebel CRM

    Peoplesoft

    JD Edwards

    BI Apps is designed so that it can be tailored to suit an organisations ownindividual reporting needs

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    BI Apps - Overview

    Faster Delivery, Lower TCO

    Build from Scratchwith Traditional BI Tools

    Oracle Analytic Applications

    Prebuilt Business Adapters for Oracle,PeopleSoft, Siebel, SAP, others

    Prebuilt DW design, adapts to your EDW

    Role-based dashboards and thousands ofpre-defined metrics

    Easy to use, easy to adapt

    Weeks or Months

    Back-endETL and

    Mapping

    DW Design

    Define Metrics& Dashboards

    Back-endETL andMapping

    DW Design

    Define Metrics& Dashboards

    Training / Roll-out

    Training / Rollout

    Months or Years

    Oracle Analytic Applications

    solutions approach:

    Faster time to value

    Lower TCO

    Assured business value

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

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    Oracle Business Intelligence Enterprise Edition Plus (OBIEE)

    Oracle Business Intelligence Applications (BI Apps)Prebuilt Metadata

    BI Apps - OverviewOBIEE V BI AppsWhy?

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    Extension of DW Schema for

    extension columns, additional

    tables, external sources,

    aggregates, indices, etc.

    Extension of ETL for extension

    columns, descriptive flex fields,

    additional tables, external

    sources, etc.

    Additional derived metrics, custom drill

    paths, exposing extensions in physical,

    logical and presentation layer, etc.

    Additional dashboards and reports,guided and conditional navigations,

    iBots, etc.

    Level of

    Effort

    Degree of

    Customization

    Easy

    Moderate

    Intermediate

    Involved

    Dashboards & Reports

    OBIEE Metadata

    DW Schema

    ETL

    BI Apps - OverviewEffort & Customization Balance

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    Adminis

    tration

    Meta

    data

    Oracle BI

    Presentation

    ServicesDashboards by Role

    Reports, Analysis / Analytic

    Workflows

    Metrics / KPIs

    Logical Model / Subject Areas

    Physical Map

    Oracle BI

    Server

    Direct

    Access to

    Source

    Data

    Data Warehouse /Data Model

    ETL

    Load Process

    Staging Area

    Extraction Process

    DAC

    Federated Data Sources

    SiebelOracle PSFT EDW Other

    Role Based Dashboards

    Analytic Workflow Guided Navigation

    Security / Visibility

    Alerts & Proactive Delivery

    Logical to Physical Abstraction Layer

    Calculations and Metrics Definition

    Visibility & Personalization

    Dynamic SQL Generation

    Highly Parallel

    Multistage and Customizable

    Deployment Modularity

    Abstracted Data Model

    Conformed Dimensions

    Heterogeneous Database support

    Database specific indexing

    BI Apps - OverviewArchitecture

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    BI Apps - Financial Analytics

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    Travel

    & TransAuto

    Comms

    & Media

    Complex

    Mfg

    Consumer

    SectorEnergy

    Financial

    Services

    High

    Tech

    Insurance

    & Health

    Life

    Sciences

    Public

    Sector

    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

    AbsenceManagement

    CompensationAnalysis

    HR Performance

    WorkforceProfile

    LearningManagement

    RecruitmentManagement

    A/R & A/PAnalysis

    GL / Balance

    Sheet Analysis

    Customer& ProductProfitability

    P&L Analysis

    ExpenseManagement

    Cash FlowAnalysis

    SupplierPerformance

    SpendAnalysis

    ProcurementCycle Times

    InventoryAvailability

    EmployeeExpenses

    BOM Analysis

    OrderLinearity

    Orders

    vs. AvailableInventory

    Cycle TimeAnalysis

    BacklogAnalysis

    FulfillmentStatus

    CustomerReceivables

    CampaignScorecard

    ResponseRates

    ProductPropensity

    Loyalty andAttrition

    Market BasketAnalysis

    Campaign ROI

    ChurnPropensity

    CustomerSatisfaction

    ResolutionRates

    Service RepEffectiveness

    Service CostAnalysis

    ServiceTrends

    BI AppsFinancial AnalyticsFinancial Subject Areas

    l l

    http://www.peoplesoft.com/corp/en/public_index.jsphttp://www.sap.com/index.asphttp://www.siebel.com/
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    Payables AnalyticsProvides visibility into payments due to suppliers and expense line detail so managerscan manage cash outflows and control expenses. When combined with Supply ChainAnalytics, it allows full procurement analysis from Requisition to Check.

    Receivables AnalyticsMonitors collections processes to show what customers buy and how they pay,enabling managers to identify overdue balances and other receivables bottlenecks.When combined with Oracle Sales Analytics and Oracle Order Management &Fulfillment Analytics, it enables more efficient management of the entire Lead toCash process.

    General Ledger & Profitability Analytics

    Incorporates detail-level general ledger transactions and cash flow analysis acrosslocations, customers, products, sales territories, distribution channels, and businessunits.

    Identifies the customers and transactions that are providing maximum profits byproduct, location, department, and geographic detail. When combined withMarketing Analytics, it enables analysis of Campaign ROI and assists in customersegmentation.

    BI AppsFinancial AnalyticsComprehensive View of Financial Performance

    i i l l i

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