2
"The presentation may include statements about Oracle's product development plans. Many factors can materially affect Oracle's Product development plans and the nature and timing of future
product releases. Accordingly, this information is provided to you solely for information only, 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 remains at the sole discretion of Oracle. This information may not be
incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability
with respect to this information."
<Insert Picture Here>
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Oracle Analytic Applications Overview and Roadmap
Joe ThomasSr. Director, Business Intelligence Applications
4
Agenda
• Strategy and Value Proposition• Product Offerings and Future Directions
• Oracle EBS• PeopleSoft EPM• Siebel
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Business Intelligence is a Top Priority#1 Priority with CIOs
Gartner 2006 CIO Survey Merrill Lynch CIO Survey
Source: Gartner EXP 2006 CIO Survey Source: Merrill Lynch Survey of 100 CIOs in North America
To what extent will your Investment in each of the following technologies change in 2006
Ranking2006 2005
Spending Increase
Business Intelligence (BI) +4.8%1 2
Security Enhancement Tools +4.5%2 1
Mobile Workforce Applications +3.9%3 3
2006 CIO Technology Priorities
Aug Oct2004 2004
Business Intelligence / Data Warehousing
Table 3: What areas are your top Spending Priorities
Jan2006
Feb Sep2005 2005
42% 48% 41%28% 53%
Security 42% 42% 36%31% 27%
ERP 12% 26% 28%32% 17%
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Pervasive useAnalysts
Real-time, predictive dataHistorical data
Insight-driven Action & Process Optimization
Reporting results
To:From:
Unified Infrastructure & prebuilt analytic solutions
Analytic tools
The Evolving Role of BI
Unified, enterprise viewFragmented view
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Oracle’s BI Product Strategy
• Integrated Business Intelligence Database• Business Intelligence Functions Integrated in Database
• Integrated Business Intelligence Tools• Best-of-Breed, Next Generation Business Intelligence
Technology Platform
• Integrated Analytic Applications• Enterprise Wide, Industry Specific Analytic and Corporate
Performance Applications
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Blueprint for Greater Business InsightOne Technology for Packaged & Custom Analytic Apps
CxO Partners SuppliersProcess Workers ManagersCustomers Sales Teams
Fusion BI Infrastructure and Middleware
PackagedAnalytic
Applications
CustomAnalytic
Applications
Oracle Hot-Pluggable BI
Other Operational & Analytic Sources
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Blueprint for Greater Business Insight
CxO Partners SuppliersProcess Workers ManagersCustomers Sales Teams
Information-Driven Oracle Fusion Applications
BI ApplicationsCorporate Performance
Management
Supply Chain Sales ServiceHuman Capital MarketingFinance
Enterprise Information Model
Industry Specific
Oracle Fusion Middleware
Enterprise ApplicationsOracle
Databases Syndicated DataOther Operational & Analytic Sources
OtherDatabases
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Planning, Budgeting and Forecasting Workforce Planning Capital Planning Demand Planning Public Sector Budgeting Financial Services
Budgeting
Role-Based Scorecards Financial/CFO Workforce Customer Supplier
Industry Scorecards Healthcare Manufacturing
Financial Consolidation & Compliance
Financial Consolidation Sarbanes-Oxley
Compliance IFRS, Basel II Project Portfolio
Management
Profitability Management & Optimization
ABM/ABC Transfer Pricing Customer Behavior Modeling
Greater Business InsightInformation-Driven Oracle Fusion Applications
BI ApplicationsCorporate Performance
Management
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Supply Chain Order Fulfillment Logistics Manufacturing Planning Costing Maintenance Product Lifecycle
Procurement Commodity Mgt Supplier Mgt Procurement Ops Procure-to-Pay
Sales Forecast Pipeline Sales Revenue Order Capture Sales Contracts
Marketing Campaign Telemarketing
Financials Compliance Payables Receivables Expenses Revenue P&L Cash Flow Projects
Human Resources Workforce Readiness Total Compensation Benefits Workforce Planning Talent Management Compliance
Service Call Center Help Desk Service Contracts Field Service Depot Repair
Greater Business InsightInformation-Driven Oracle Fusion Applications
BI ApplicationsCorporate Performance
Management
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OracleBI Server
ProactiveDetectionand Alerts
DisconnectedAnalytics
Ad-hoc Analysis
MS OfficePlug-in
Reporting & Publishing
Interactive Dashboards
OLTP & ODSSystems
Data WarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Simplified Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
Advantages:
Consolidate and standardize BI tools
Seamless user experience across products
Unified metadata and shared services
Oracle BI Suite Enterprise Edition
Enhancing Analytic Applications Oracle BI Enterprise Edition: Leading Technology
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Oracle E-Business Suite
Daily Business IntelligenceCorporate Performance Management
14
• Enterprise Planning and Budgeting – Enhanced Integration, Multi-dimensional Analysis, Flexibility, Ease of Use
• Balanced Scorecard – New Views, Integration with OWB
• Profitability Manager – Enterprise-wide View of Profitability From Multiple Data Sources
EBS Corporate Performance Management
Financials, Supply Chain, Projects,PLM, Sales & Marketing, HR, Service
Transaction Processing
Us
ers Sensor
BasedServices
AnalystsManagersExecutives
OperationalReporting
ProfitabilityAnalysis
PerformanceScorecards
Consolidation & Compliance
Reporting Planning
Forecasting& Modeling
Ad-HocReporting
Goal Setting
Budgeting
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Global Compliance and Reporting*Integrated Financial Reporting & Compliance Mgmt* Available Pre-R12
Financial Consolidation Hub
Internal Controls Manager
• Compliant access provisioning
• Continuous monitoring of profile options
• Monitoring of application controls at supplier sites
• Online and report history of application control changes
New in ICM
• Drill-back to certification status in ICM
• Spreadsheet drill-back to source transactions
• Dynamic spreadsheet-based statutory and mgmt reporting
New in FCH
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Significant improvements in forecasting accuracy and cash flow monitoring
Cut month-end reporting time by eliminating manual processes
Increased efficiency by standardizing business processes according to best practice guidelines
“We met our budget targets shortly after implementing Oracle Enterprise Planning and Budgeting. The software helped us standardize processes and made budget management easier and more flexible. It is a strategic business management tool.” – Spokesperson, EPB Project Team, China Eastern Airlines
• China Eastern Airlines is one of three state-owned air carriers in China that operates 380 international and domestic routes
• Complex business requires stringent budget management to ensure costs are kept under control and that the company has full insight into operations at all times
• Live on Oracle Financials
• Selected Oracle Enterprise Planning and Budgeting due to integration with financial system, flexibility and scalability
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Empowered business users to create reports and analysis
Increased data consistency
Reduced manual maintenance and coordination
Allows more time for analysis
• EverBank Financial Corp is one of the nation's fastest-growing diversified financial services firms licensed in all 50 states with 400,000 customers, $2.7 billion of customer deposits, $12 billion of annual mortgage production, and $36 billion serviced loans.
• Prior budget process included 200+ Excel spreadsheets that were manually linked and maintained, no reporting capabilities, manual maintenance of accounts, cost centers, companies, and hierarchies
• Selected Oracle Enterprise Planning and Budgeting due to GL Integration, robust reporting and analysis, E-Business Suite shop and in-house Oracle expertise
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Oracle Daily Business Intelligence (DBI)Easy-To-Use Dashboards Within E-Business Suite
• Role Based Dashboards
• Leverages EBS Infrastructure and Materialized Views
• No Data Movement Required
• Drill Directly to Transactions from Summaries
• Implements in Days
• Fastest Path to Information from EBS
• Part of EBS “Rapid Install”
• No Training Required
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Before: DBI
"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"
Before
Performance Based analysis doubled cost recovery from city services (greater than twice the national average)
Unified, self service BI and Transactional Architecture reduced IT costs 35% below national average for City Governments
“Some departments used to spend an entire week gathering data for reports. Now we’ve been able to automate that (with DBI).”
-- Pat Dues, ERP Lead,City Manager’s Ofifce
• 3000+ Employees, 1.7M+ Constituents, $1.2B City Budget
• Live on Oracle EBS 11.5.10• Daily Business Intelligence (DBI), GL, Payables, Receivables, Fixed
Assets, Public Sector Budgeting, iExpenses, iProcurement, HRMS, Payroll, Advanced Benefits.
• Replaced manual mainframe extraction and spreadsheet analysis which took weeks to deliver information
• DBI was implemented in 8 weeks with zero end user training
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Oracle DBI 11i10, R 12:New Certification with Oracle BI Enterprise Edition
"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"
After
Value Proposition : Flexible, Extensible BI Platform that is open to multiple data sources; low TCO of DBI
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Fusion Intelligence EBS EditionPre-Packaged Repository Scope
• Order to Revenue• Order Fulfillment and Shipping• Manufacturing (Process and Discrete)• Inventory (Process and Discrete)
Financials Intelligence
• DBI Workforce Activity and Deployment• DBI Compensation Salary Summarization• DBI Leave and Absences• HCM EUL Recruitment Pipeline• HCM EUL Recruitment Vacancies
• General Ledger• AP Expenses (GL)• AR Revenue (GL)• GL Activity• Budget
• Accounts Payable• AP Invoices• AP Invoices Aging (Due & Past)• AP Payments Schedule
• Accounts Receivable• AR Adjustments• AR Payments Schedule• AR Receipts • AR Invoices• AR Aging Receivables
• Sales Credits• Compliance
• Sales Opportunity• Sales Pipeline• Sales Forecasting• Service
CRM Intelligence
Supply Chain Intelligence
Human Resources Intelligence
Not a Commitment to Deliver—Subject to Change
• Procurement Management• Supplier Management
Procurement Intelligence
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Fusion Intelligence for EBS Details
• End-to-end Oracle solution• Pre-packaged dashboard templates• A repository with a business model
based on underlying DBI data model
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Build Your Custom Content
• Author custom Dashboards, Reports, KPIs, Graphs, Tables and Links
Dashboard Editor• Add, Rearrange, Hide, or
Rename Dashboards, Reports, KPIs, Graphs, Tables and Links
Alerts• Receive alerts based on
events
Fusion Intelligence for EBS Technical Details
UNIFIED SEMANTIC MODELUNIFIED SEMANTIC MODEL
eBusiness Suite
CFO,VP of
Finance
Controller,Financial Manager
Line Managers
Ad-Hoc Analytics
InteractiveDashboards
Embeddedanalytics
FIN SCM PROC HCM CRM
DBI Base Summaries
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EBS: What’s Available
• What’s available today• Oracle BI EE
• Oracle Daily Business Intelligence (HR Intelligence, EB Intelligence)
• Oracle CPM
TODAY
• What’s available soon• Oracle BI EE
• Oracle Daily Business Intelligence (HR Intelligence, EB Intelligence)
• Oracle CPM
• Fusion Intelligence EBS Edition• Integration• Logical Model• Dashboard Templates
SOON
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Flexible Deployment Options for DBI
11• Embedded Role-based
Dashboards
• PMV Technology
• Simple Extensibility
• Data resident in OLTP Transactional Database
• Extensibility: Uplifted Dashboarding tool
• Standardized BI Tool: Leading Platform
• Heterogeneity: Unite data on a logical level
• Ad-hoc and Guided Analysis
• Data resident in OLTP Database
Now
• Standardized BI Tool, Extensibility, Heterogeneity
• Standardized ETL Tool
• Support for data from any data source
• Support for data from multiple EBS instances
• Data resident in a separate instance
• Operational Reporting
Fusion BI EBS Edition22
Traditional DBI
EBS Standalone Warehouse
33
Start
Soon Future
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JD Edwards/PeopleSoft
DashboardsEnterprise Performance Management
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PeopleSoft EPM 9.0: Release Highlights
• Planning and Budgeting: Enterprise Planning Framework & Usability• Compensation Scenario Planning• Balance Sheet and Cash Flow Planning• Improved data entry grid
• Global Consolidations: Expanded Compliance and Audit Features • Seamless integration with General Ledger • Improved visibility into the organization structure• More reporting and control options
• New Pre-packaged Content• New Campus Solutions Warehouse
• Admissions & Recruiting• Student Records• Student Financial Services
• Enhanced HCM Warehouse
Top DownTargets
Bottom UpAnalysis
Aligned Plans& Budgets
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Performance Management WarehousePerformance Management Warehouse
6 Data Marts
Campus Solutions Warehouse
Campus Solutions Warehouse
Supply Chain Warehouse
Supply Chain Warehouse
HCM Warehouse
HCM Warehouse
Financials WarehouseFinancials Warehouse
• Advanced Cost Accounting
• ESA• GL & Profitability• Accounts Payable• Real Estate• Accounts Receivable
4 Data Marts• Compensation• Learning &
Development• Recruiting• Workforce Profile
6 Data Marts• Fulfillment & Billing • Inventory• Manufacturing• Procurement• Spend• Supply Chain
Planning
3 Data Marts• Recruiting and
Admissions• Student Records• Student Financials
• Pre-packaged Content:• Maps: Thousands of ETL maps• Models: Star Schema, Thousands of conformed dimensions, Thousands of fact columns• Metrics: Prepackaged reporting metadata
• Buy & Extend Value Proposition• It is cheaper to buy a packaged data mart & extend it, than to purchase tools to build and
maintain a custom warehouse
PSFT EPM Warehouses and Datamarts Comprehensive Packaged Content for PS Enterprise and JD Edwards Customers
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PeopleSoft EPM 9.0: New Certification with Oracle BI Enterprise Edition
• Dashboard Templates• Security Bridge• Seamless Integration between Enterprise Apps & Analytics• Enterprise Information Model (EUL)
Value Proposition: End-to-End Solution from Oracle—Multi-Source, Enterprise Wide Model of EPM
Fusion BI PeopleSoft Edition –Pre-Packaged Repository Scope
• Fulfillment and Billing • Inventory • Manufacturing • Supply Chain Planning
Financials Intelligence
• Workforce Profile • Compensation • Learning & Development • Recruiting
• Payables • Receivables • GL & Profitability • Enterprise Service
Automation • Real Estate • Advanced Cost Accounting
• Student Records• Admissions and Recruiting• Student Financials
Campus Solutions Intelligence
Supply Chain Intelligence
Human Resources Intelligence
Not a Commitment to Deliver—Subject to Change
• Procurement • Spend Management
Procurement Intelligence
Fusion Intelligence for Peoplesoft EPMRepository based on
underlying EPM data model• Consistent data
across BI and CPM• Security definitions
Integrated • End-to-end Oracle
solution
Pre-packaged dashboards• Low TCO• extensible
Performance ManagementApplications
Enterprise Warehouse
Legacy
UNIFIED SEMANTIC MODELUNIFIED SEMANTIC MODEL
PeopleSoftEnterprise External JDE/World
Prepackaged and open data integration from virtually any source
Data Integration
CFO,VP of
Finance
Controller,Financial Manager
Line Managers
Ad-Hoc Analytics
InteractiveDashboards
Embeddedanalytics
Achieved a 5-day financial close, down from 12+ days
Reduced number of business processes for consolidating journal entries & inter-company reconciliation
Reduced compilation time for Statement of Cash Flows
• The world’s leading aerospace company and the largest manufacturer of commercial jetliners and military aircraft with revenues $54.8 Billion
• Implemented PeopleSoft Global Consolidations as part of its Finance Transformation Project
• Selected PeopleSoft due to knowledge of and integration with PeopleSoft GL and HRMS systems
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PS EPM: What’s Available
• What’s available today• Oracle BI Enterprise Edition
• PeopleSoft EPM 9.0• FMS Warehouse• HCM Warehouse• SCM Warehouse• CRM Warehouse• CPM Applications
• What’s available soon• Oracle BI EE
• PeopleSoft EPM 9.0
• Fusion Intelligence PeopleSoft Edition
• Integration• Logical Model• Dashboard Templates
TODAY SOON
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EPM Product Roadmap
11 EPM 9.0 • Ascential ETL
• Open BI architecture
• New Discoverer Reports
• Enhancement to HCM Warehouse
• Enhancement to Workforce Rewards
Now
22
33
Soon Future
Fusion BI PSFT Edition
• Deliver end-to-end BI solution with OBIEE
• Continue to support Ascential ETL
• Continue to support open BI architecture
Post EPM 9.0• Extend suite of robust
dashboards with Fusion BI platform
• Embed analytics in the ERP transactional system
• Focus on reduced TCO, ease of implementation
• Continued support of Ascential
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Siebel CRMSAP/Multi-source
Oracle BI Applications (formerly called Siebel Business Analytics Applications)
37
AutoComms &
MediaComplex
Mfg.Consumer
SectorEnergy
Financial Services
HighTech
Insurance & Health
Life Sciences
Public Sector
Travel & Trans
Oracle BI Applications (Former SBA)
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROIOther Operational & Analytic Sources
Sales AnalyticsService & Contact Center Analytics
Marketing
AnalyticsFinancial Analytics
Supply Chain Analytics
Workforce Analytics
Pipeline Analysis Churn PropensityCampaign Scorecard
Receivables / Payables Analysis
Supplier Performance
Employee Productivity
Triangulated Forecasting
Customer Satisfaction
ResponseRates
CustomerProfitability
Inventory Analysis
Compensation Analysis
Sales Team Effectiveness
Resolution Rates Product PropensityProduct
ProfitabilityProcurement Cycle
TimesCompliance Reporting
Up-sell / Cross-sell
Service Rep Effectiveness
Loyalty and AttritionRegulatory Compliance
Inventory Availability
Workforce Profile
Discounting Analysis
Service Cost Analysis
Market Basket Analysis
Expense Management
Employee Expenses Turnover Trends
Lead Conversion Service Trends Campaign ROI Cash Flow Analysis BOM AnalysisReturn on Human
Capital
38"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"
After
7.9 Release Themes• Enhanced User Experience
• Benchmarks & Targets• Analytic Workflows• New Visual Indicators• Functional Glossaries• Enhanced Employee Hierarchy
• Enhanced Data Administration Console• Auto-dependency Rules Engine• Configuration Manager• ETL Monitor
• Expanded Deployment Options• Support Oracle EBS v11 v11i9 and v11i10• Support DB2 V8 on z/OS as both source and target database• Support Teradata V2R6 as target database
• Full Localization• Translation to 15 languages
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Objective Deliver better, insight driven, client analysis
to its sales organization Ability to view summarized sales activity by
region and activity Provide financial consultants with 360 degree
view of customer base
Solution Siebel Sales Analytics for 1,000+ financial
consultants Event- and market-based opportunity
detection and lead distribution based on the client’s risk profile and portfolio allocation
Results Average of 5 - 9% of Sales Alerts have
resulted in new business development opportunities
Savings of over 2,400 hours of unproductive work per week
Oracle BI Applications
Key Competitive Weapon at Schwab
40
What’s Available
• What’s available to use today• Oracle BI Enterprise Edition
• Sales Analytics
• Service Analytics
• Marketing Analytics
• Financial Analytics
• Workforce Analytics
• Supply Chain Analytics
• Pharma Analytics
• What’s available to use soon• Oracle BI EE
• 7.9 Release• Enhanced Data Warehouse
Admin Console• Unified CRM, ERP data model• Translation to 15 languages• New EBS adapters
TODAY SOON
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Oracle Analytic ApplicationsProduct development roadmap - highlights
Peoplesoft Peoplesoft Enterprise/JDEEnterprise/JDE
Oracle Oracle eBusiness SuiteeBusiness Suite SiebelSiebel
• R12 – CPM/DBI• New
dashboards• Leverage
Oracle BI EE tools*
Today
• EPM 9.0• First ever
dashboards• Leverage Oracle
BI EE tools*
• Additional horizontal and industry content• Continued investment in all product families• New analytic subject areas and industry specific applications• Single Suite of integrated BI & CPM applications• Pre-Integrated with EBS, PSFT, JDE & SEBL• Embedded within transactional applications
Future
• New dashboards
• Reduced TCO• New EBS
adapters*
*Coming soon
42
Media / Energy Aero / Industrial Insurance / Health Life Sciences Other
Communications Automotive Finance / Banking Consumer Goods High Tech
Business Intelligence CustomersBusiness Analytic Tools and Applications – Select References
43
Oracle’s Customer Focused Application Strategy
FUSION
Customers continue to get innovation in existing release and choose when they are ready to move to next generation technology.
EBS 12 EBS 12.2EBS 12.1
Enterprise 9 Enterprise 9.2Enterprise 9.1
Siebel 8 Siebel 8.2Siebel 8.1
EnterpriseOne 9.0 World A9.1 EnterpriseOne 9.1 World A9.2
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Upgrade Path to Fusion
11.i.10, 12
8.8, 8.9, 9.0
8.11, 8.12
Fusion
Applications
A7.3, A8.1, A9.1
Upgrade
7.9, 8.0, 8.1
45
Summary
• Oracle Applications is uniquely positioned to deliver on your customers’ information needs
• Best of breed BI technology + industry leading transactional applications = increased customer value in delivered BI applications
• We deliver a complete solution that protects our customers’ existing investments
46