embedded analytics for saas applications

Embedded Analytics for SaaS Applications[CON7377]

Jack BerkowitzVice President, Product ManagementOracle Business AnalyticsOctober 2015

Oracle Confidential – Internal/Restricted/Highly RestrictedCopyright © 2015, Oracle and/or its affiliates. All rights reserved. |

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

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 Oracle’s products remains at the sole discretion of Oracle.

Oracle Confidential – Internal/Restricted/Highly Restricted 2


Oracle Cloud Platform

3

DATA MANAGEMENT

IT OPERATIONSMANAGEMENT

IDENTITY MANAGEMENT

CONTENT &PROCESS

APPLICATION DEVELOPMENT

INTEGRATION

MOBILE

BUSINESS ANALYTICS


Oracle’s Application Cloud

Global Human ResourcesTalent Management

MarketingSales

ServiceConfigure, Price, Quote

Social

FinancialsProcurement

Project Portfolio Mgmt

Transportation & TradeMaterials Mgmt

Product Value Chain

• Rapid growth across new and existing customers

• Integrated business processes and actions

• Rapid insights with In-place Analytics

Oracle Confidential 4

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential 5

Delivering Strategic Business Insights to All

Analysts• Executive Briefings

• Compliance Reporting

• Monitor Costs and Efficiency

Executives• Strategic Planning

• Risk Management

• Opportunity Identification

Mid-level Managers• Tactical Planning

• Problem Escalation

• Operations Mgmt.

Employees• Monitor Daily Operations

• Problem Solving

• Support Daily Decision Making

Mid-level managers and employees need real-time operational information from their business intelligence to support their daily work.

Executives and analysts need strategic insights, trends, and future probabilities that will help shape the future of the company, impacting competitiveness, profitability, and growth.


Oracle Business Analytics Portfolio

The Oracle Business Analytics portfolio helps your company drive towards innovation with:• Operational Reporting• Strategic Analytics• Visual Discovery

Operational Reporting

Strategic Analytics

Exploratory & Discovery

MonitoringOptimization

Innovation



OPERATIONAL REPORTINGOperational reporting (transactional reporting) represents the current state of the different areas of your business.

FOCUS• Deliver information (What is happening? What did it happen?)• Focus on measures (Count/Sum/Avg of Item/Event)• Aligned within a LoB (Limited to source business application)

SAMPLE QUESTIONS• Which employees have too much vacation time “in the bank?”• How many employees have left during the past year?• How many new hires have there been in the past year?• Do we have all parts to satisfy next week’s demand?


Strategic Analytics



Innovation



THE OPERATIONAL DRIVE TO CORE

- Support operational excellence within LoB

- Focus effort on performance, not manual monitoring

- Makes more resources available to support innovation


Strategic Analytics



Innovation


Operational Reporting Strategic Analytics

Tactical PlanningProblem EscalationOperations Mgmt.

Strategic PlanningRisk ManagementOpportunity Identification

Executive BriefingsCompliance ReportingMonitor Costs & Efficiency

Executives

AnalystsMid-LevelManagers

Employees

Daily OperationsProblem Solving

• Targeted analytics

• Designed for specific roles & their responsibilities

• Provides actionable information for all

• Drive corporate-wide Improvement

• Empower individuals of all ranks to make better decisions

Better Together



HCM Business Insights


HCM Business Insights

• Business Insights for HR Admins, Line Managers, and Employees to support the efficient daily operation of human resources management

• Delivered as embedded feature of HCM Cloud and Talent Cloud

• Extensible to meet the unique needs of individual customers


CRM Business Insights


CRM Business Insights

• Business Insights for sales managers, operations, and representatives to drive deal closure, pipeline, and revenue growth

• Delivered as embedded feature of Sales Cloud

• Mobile experiences for the sales team “on-the-go”


Financial Reporting Center


Financial Reporting Center

• Designed for financial analysts in intuitively interact with financial data and produce results consistent with standard accounting practices

• Delivered as an embedded component with Financial Cloud

• Multi-dimensional reporting and analysis platform that provides real-time access to financial information


Embedded Advanced AnalyticsStatistical and advanced analytical processing in-line with Application Cloud use

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |52 Oracle Confidential – Restricted

HCM Embedded Advanced Analytics: Turnover

Will Top Performers Leave?person_id 555555

External Sentiment

Twitter

Positive

External Sentiment

Glassdoor

OK

Company Stock Price

Growth 6 Months

18.5%

Competitor Stock Price

Growth 6 Months

9%

Total Compensation $75000

Industry Benchmark

Total Compensation

$85000

Number of Like Job

Openings

109

County Unemployment

Rate

4%

Calculation Date 16-1-2013

Hypothesis Statistical Model

Statistical Models Used

1. Classification for Predicted Performance2. Support Vector Machine for Predicted

Attrition


CRM Predictive Analytics: White Space AnalysisFind untapped opportunities within your territory

• A visual, aggregated “target list” of potential leads within each sales rep’s own territory accounts

• Guide the sales reps to cross-sell and up-sell based on company promotion rules

• Guide the sales reps to pitch products that “similar customers” purchased

• Convert a recommendation to a lead, an opportunity, or indicate why it is not a good fit for the customer

• Less time researching and more time selling



Oracle HCM Analytics: Enterprise Analytics

STRATEGIC ANALYTICS

Strategic analytics represent the state of the business as a whole that

delivers historical, trending, predictive and benchmarking analytics

and are intended to support the business leaders of the corporation.

FOCUS

• Deliver insights (Why did it happen? What will happen?)

• Focus on metrics (Is Measure Above/Below Goal?)

• Aligned across LoBs (Multi-Source, Multi-Functional Support)

SAMPLE QUESTIONS• Which skills/leadership gaps might we face in 5 years due to

retirement trends?• What is my headcount by department and do I have enough

candidates being recruited to fill the vacancies?



STRATEGIC ANALYTICS

Strategic analytics represent the state of the business as a whole that

delivers historical, trending, predictive and benchmarking analytics

and are intended to support the business leaders of the corporation.

FOCUS

• Deliver insights (Why did it happen? What will happen?)

• Focus on metrics (Is Measure Above/Below Goal?)

• Aligned across LoBs (Multi-Source, Multi-Functional Support)

SAMPLE QUESTIONS• Which skills/leadership gaps might we face in 5 years due to

retirement trends?• What is my headcount by department and do I have enough

candidates being recruited to fill the vacancies?


Strategic Analytics



Innovation



THE STRATEGIC DRIVE TO CORE

- Deliver corporate-wide view for cross-functional execution optimization

- Eliminate time-consuming, error-prone manual views

- Identify business areas ripe for innovation, especially for process or market optimization


Strategic Analytics



Innovation


HCM Enterprise Analytics


HCM Enterprise Analytics

• Strategic Analytics Designed for Human Resource Executives and Analysts

• Cross-functional analytics to drive improved hiring processes, top-performer retention, compensation policy, compliance, and more

• Support for HCM Cloud and Talent Cloud as well as PeopleSoft*, EBS*, and 3rd party sources*

* Coming Soon


Deployment Option: Cloud Data Sources

Cloud Services

Bespoke Systems

PeopleSoft Financials

OTBI-Enterprise

On Premise

Talent

Oracle HCM Cloud

Scenario:

Customer begins with the following on-

premises applications:

PeopleSoft Financials

Bespoke Management Systems

But Migrates the focus/data gravity to Oracle

Cloud, and implements

Oracle Core HR

Oracle Talent

3rd Party Cloud Services

Solution:

The OTBI-Enterprise Cloud Service will

extract and stage cloud data, and also allow

upload of On-Prem Data into the Data Mart

Oracle StorageService

59Oracle Confidential

3rd Party Cloud


What’s Next for Embedded AnalyticsRoadmap


What’s Next for Application Cloud Analytics

• New Content Areas and Innovation– Integrated Supply Chain

– Consumer Experience & Loyalty

• Descriptive Insights, Business Visualizations & Predictive Analytics

• Extensibility via Configuration – Novel metrics/hierarchies/content

– Extend for custom sources

• Seamless Exploration & Mashups

• Integrated Planning and What-If

Aggressive Roadmap for Cloud and Hybrid Analytics

Roadmap


ERP Enterprise AnalyticsComing Soon

Roadmap


Coming Soon: ERP Enterprise Analytics

• Strategic Analytics Designed for Financial, Procurement, and Project Executives and Analysts

• Cross-functional analytics to drive improved cash flow, risk reduction, improved customer satisfaction, and more

• Support for Finance Cloud, Project Cloud, Procurement Cloud as well as PeopleSoft, EBS, and 3rd party sources

Roadmap


HCM InsightsComing Soon

Roadmap


Coming Soon: HCM Insights for Enterprise Analytics

• Descriptive statistics for compensation metrics analysis

• Pictorial views of data distribution to convey central location, spread of values, and the outliers for data set

• Compare and contrast a given measure against another independent metric to visually show correlation and strength of association between the two metrics

Roadmap



VISUAL DISCOVERYAd hoc analytic platform that is easy to use, supports loading data, has intuitive interactions and visualizations, and helps to identify patterns and opportunities for innovation.

FOCUS• Visualization of complex data• Easy-to-use for business users• Mashup of Ad Hoc and Curated/Governed Data

SAMPLE QUESTIONS• Would a new supplier helps us lower our overall costs?• Will the change in our development methodology improve our

performance?• How do you consider new distribution channels, points of

presence or ways to purchase?


Strategic Analytics



Innovation



INNOVATE THROUGH EXPLORATION & DISCOVERY

- Narrative story telling to garner alignment

- Tools to invite exploration into hidden opportunities

- Continuously improve LoB and cross-functional optimization by incorporating valuable discoveries


Strategic Analytics



Innovation


Coming Soon: Visual Analyzer for Enterprise Analytics

• Exploratory & Discovery Analytics Embedded in Enterprise Analytics

• Mashup External Data with Curated Enterprise Analytics Data

• Support Ad Hoc Data Analysis with Beautiful Interactive Visualizations

• Support Innovation through Strategic Analytics Platform

Roadmap


What’s Next for Application Cloud Analytics

• Exploratory experiences to drive business innovation

• Quick access to all Oracle Applications Cloud systems

• Business user interface

• Find insights and tell data-driven stories

• Feed back into operational monitoring and strategic processes

What’s in the Lab: DVCS based Applications Cloud Analytics for CRM

Roadmap


Formal RoadmapsRoadmap


Reporting Roadmap: Oracle HCM Cloud


Core HR• Add matrix hierarchy reporting(new)• Add unsecured Assignment Manager

hierarchy(new)• Add presentation hierarchies for

Assignment manager, Department and Position(new)

Absence• Add Vacation Balances reportingTalent Management• Support Matrix management in Goal and

Performance management subject areas• Add Legal Employer dimension to

Performance Rating Distribution subject area

• Add DFF to Succession Management Plan Candidate subject area

• Add Candidate Ranking, Interim Successor, Status to Succession Management Plan Candidate subject area

Payroll• New Payroll Personal Payment subject area• Support Recurring Element Entry(new)Time and Labor• Add new Reported and Processed time

cards subject area(new)Security Enhancement• Sensitive PII information restricted to HR

Analyst and Line Manager can no longer see sensitive data, i.e. driver license, personal address, passport and work permit, etc.

New 20 Sample OTBI reports

Core HR• Add Person DFF in worker relationship• Add collective agreement reporting(new)• Support organization hierarchy (new)• Support Worker Contact Phone, Address

and National IDTime & Labor• Add time & labor worker schedule(new)• Add time & labor custom time attributes• Add pay time type details & costing(new)• Add historical time reporting subject

area(new)Talent Management• Add performance rating dimension in

person profile subject area• Add new subject area for career

development(new)• Add evaluation manager in performance

document status subject area• Add performance management eligibility

profiles subject area(new)• Allow reporting on incumbents in position

based succession plansPayroll• Add User Defined Table subject area(new)• Add Time Card Required and Overtime

Period to the Worker Payroll folder Benefits• Add Benefit Action Type to Benefits Action

Items Subject Area

Core HR• Support non-primary assignment in Worker

Relationship(new)• Add Grade ladder attributes for Position• Add missing attributes Absence• Support Qualified Entitlement Plans, i.e.

FMLABenefits• Add coverage Start and Through Dates• Add Benefit enrollment pending and

suspension attributes• Add Certification received and denied dates• Add Person habits in Enrollment subject

area(new)Compensation• Support workforce compensation matrix

manager(new)Payroll• Add Payroll Balance reporting(new)• Add deduction card reporting(new)• Add payroll payment data(new)Talent Management• Add missing attributes for performance &

goal, person profile, model profile and talent review

Learning• Add new Social Learning subject area(new)Recruiting• Add new Recruiting subject areas(new)

Current StateRelease 10

Current Release +1 Current Release +2

Core HR• New workforce prediction subject

area(new)• Support 3-tier employment model

reporting(new)• New user security subject area(new)

Benefits• Report benefit setup data(new)• New employer contribution rep(new)ort

Talent Management• Support configurable axes in talent review• Add questionnaire potential assessment

reporting(new)• New succession lineage report(new)

Learning• Enhance Learning subject area• New Learning dashboard(new)

Recruiting• Enhance recruiting subject area• New recruiting dashboard(new)

Time & Labor• Add Time Collection Device

Reporting(new)• Add Saved Repository Messages for

reporting(new)• Support all time entry statuses (not the

selected few)• Add Missing Time Card Report(new)

Future Directions Post 12 month planning cycle

The content of this slide 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 Oracle’s products remains at the sole discretion of Oracle.

.


Reporting Roadmap: Oracle ERP Cloud - Financial and Projects


Financial• Budgetary Control [New]• Receivables - Customer Attributes [New]• Vendor Revenue Management [New]• Enhanced Payables subject areas to enable

reporting against consigned inventory, line level approvals, employee bank details, tax and tax withholding, cross BU, third party payments, and pre-payment transactions.

• Enhanced AR subject areas to include additional customer/account. and cross BU receipt application.

• Enhanced General Ledger Balances subject area to include budget amounts.

• Enhanced Revenue Management including additional attributes on pricing element, source document lines, and MEA adjustment history.

Projects• Capital Projects (CIP) [New]• Project Hierarchy (Enterprise Planning

Structure ) [New]• Resource Management: Utilization [New]• Grants Awards [New]• Project Resources [New] • Deliverables [New]• Non Project Task [New]• CRM Integration [New]• Additional sample reports for new and

existing subject areas

Financial• Expenses subject areas with 8 pre-

defined dashboards [New] • Landed Cost

Projects • Project Change Orders [New]• Project Requirement [New]• Additional attributes to existing subject

areas, such as start/end dates to resources and resources pools, and additional work items to Deliverables .

Financial• OBIA Data Security VO on ATG objects• BI Extender Improvements • Reconciliation Report Drilldown

Scalability • Usability Improvements for Assets

(Phase I) • Usability Improvements for General

Ledger • Expose missing DFF in OTBI • Expose WHO columns (Phase I) • Performance Tuning of subject areas • Unsecured VOs required for OBIA

Projects• Event subject area with sample

reports.[New] • Financial Progress reporting• Enhance DFF attributes in Project and

Task.• Budget vs. actual reporting at the

resource level including resource hierarchy ,cost, revenue, and budget subject areas with sample reports.

• Add DFFs to Event folder.• Project Management - Project Issues • Add department dimension to

Resource Management . • Invoice tieback with external system –

changes to invoice subject area.

Current State/ Release 10 (Q1 FY16)


Financial• Usability Improvements for Assets

(Phase II) • Improvements in Revenue Mgmt OTBI • Improvements in Public Sector OTBI • Usability Improvements for Sub-ledger

Accounting • Usability Improvements for Cash • Customer Pre-payment • Credit Management • Acknowledgements • Payables Processing for Brazil • CCA/Group Depreciation • Payables Payment Value Date for Italy• Budgetary Control: Grants, Awards, PPM

integration for Procurement.• Enhanced Vendor Revenue Management

to include bill-to and ship-to customer at header and line level.

Projects• Enhance Project Invoice subject area. • Project Hierarchy subject area

enhancements with sample reports.• Project performance reporting subject

area based on Hyperion cube [New]• Executive Dashboard [New]



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Reporting Roadmap: Oracle ERP Cloud – Supply Chain & Procurement


Procurement• Introduced new OTBI subject area for

Spend Analysis• Generic Contracts support• Sourcing Enhancements –surrogate

bidding, two stage bidding, negotiations and awards approvals

• Uptake Supply Chain Financial Orchestration (SFO) flows

• Uptake consigned Inventory flows

Supply Chain• DOO Party layer uptake• Uptake Supply Chain Financial

Orchestration (SFO) flows• Uptake Consigned Inventory flows for

Inventory and Costing

Innovation Management• Introduced two new OTBI subject areas

to extend the real time analytics for innovation management to include Ideation and Requirements Specification

Procurement• Supplier Qualification [New]• SQM Sourcing Uptake• Shipping Method attributes• Drop-ship and back to back order flows• Supply Chain Integration• Sourcing Projects• Alternate Bids• Supplier registration approval history

Supply Chain• Enhanced support for ATO/CTO/PTO

models in DOO• Support drop ship, back to back and

internal material transfer flows

Manufacturing [New]• Work Order execution - introducing

four new subject areas

Innovation Management• Introduce three new subject areas for

Proposals, Concepts and Portfolios

Product Information Management• PIM EFF support for Item, Item Revision

and Item Supplier

Procurement• Internal initiatives to improve cross

subject area reporting capabilities

Supply Chain• Distributed Order Orchestration is

being renamed as Order Management. Update OTBI content to reflect the rebranding for consistency

Current State/Release 10 (Q1 FY16)


Procurement• Sourcing enhancements• Grants Accounting, Budgetary Control• CMK uptake for outbound messages• Change order content split

Supply Chain• Standard Cost planning and cost accounting

for manufacturing

Manufacturing• Work Order execution enhancements,

including pre-seeded reports and KPI’s• Cross entity analysis between Manufacturing

and Product Development

Product Information Management

Introduce two new OTBI subject areas for Item Class and Audit Trail

Innovation Management• Data Composer support for existing content• Integration with Agile PLM

Quality [New]• Supplier Quality Analysis• - Production Quality Analysis• - Item Quality Analysis• - Customer Quality Analysis

Pricing [New]




Reporting Roadmap: Oracle CX Cloud - Sales OTBI


Sales• Lead Product, Lead Contact, Lead Ter-

ritory, Lead Resource subject areas [New]• Opportunity Territory subject area [New]• Account Classification subject area [New]• Partner Members subject area [New]• Enhanced Deal Registration subject area

and added 2 new reports• Enhanced Opportunity Assessments

subject area and added 1 new report• Enhanced Leads Pending Distribution

subject area and added 2 new reports• CRM Pipeline, CRM Sales Activity, CRM

Oppty Assessments and CRM Sales Forecasting – 10 new reports

• Incentive Compensation – 9 new reports• Recurring Revenue metrics – added to

supported subject areas• Partner attributes – enhanced coverage

for supported subject areas• Applied Context Sensitive Data Security to

11 reports• Enhanced Opportunity & reference data

reporting for Multiple Business Units• Added 4 reusable canned queries for

customers to better filter reports for specific use cases

• BI MAD integration [New]• 10 CRM subject area documents [New]

Sales• Partner Hierarchies subject area and 1

new report [New]• Customer Assets subject area [New]• Contact Notes subject area [New]• Customer Notes subject area [New]• Contact Relationships subject area

[New]• Customer Relationships subject area

[New]• Partner Relationships subject area [New]• Partner Relationship Management – 12

new reports • Customer Assets – 2 new reports• Custom Long-Text Fields – added to

supported subject areas • Grant PRM roles access to Sales subject

areas• Introduce Quota as a non aggregated

metric in Resource and Territory Hierarchy for supported subject areas

Sales - Horizontal• Market Development Fund Requests,

Claims & Budget subject areas [New]• Partner Business Plan & Business Plan

Objectives subject areas [New]• Partner Programs, Tiers, Enrollments,

Benefits & Entlmnts. sbjct areas [New]• Partner subject areas – 8 new reports• Add Geo Zone to Partner subject areas• Enhanced Customer and Contact

attribute reporting• Back port selected content to R11

Sales – Verticals [New] • Consumer Goods• Telecommunications

Current State/ Release 10 (Q1 FY16)


Sales – Content Coverage Enhancements• Account Assessments, Lead Assessments

& Partner Assmnts. subject areas [New]• Opportunity Notes, Lead Notes and

Competitor Notes subject areas [New]• References subject area [New]• Add new Asset and Activity attributes• Unpublished Quota Metric Enhancement• Unit-Level Forecasts

Sales – Other Horizontal Projects• Quota Attainment – Territory & Resrc.• Partner Opportunity M:M support• Support “Act-As” delegation in OTBI• Uptake high-priority Enhancement Rqsts• Usage Reporting (discussion)

Sales – Verticals• Retail Finance [New]• High-Tech Mfg. [New]• Consumer Goods – Phase 2• Telecommunications – Phase 2




OTBI-Enterprise: Current Release and Roadmap


OTBI-Enterprise for HCM• Connectors for Core HR and Talent

Management (Recruiting)• Content coverage across the breadth of

Oracle HCM content• Role based dashboards for CHRO• 500+ key HCM metrics• Initial support for EFF cascade and

automatic extension*• Cross-source analytics for financial and

payroll data*• Fully automated provisioning, upgrades

and patching.• Connectors for EBS, PSFT and other

systems to feed data*• Updated training, user guides and

documentation

* requires connectors that will be released incrementally during the the next period

OTBI-Enterprise for HCM• Updates for Oracle HCM content

expansion• External connector capability expansion• Improve security integration (SSO / Role

Management / Data security)• Data load health checks improvements• Embedded reports into HCM User

experience• HCM Insights

OTBI-Enterprise for ERP• Content coverage for Finance, Projects

and Procurement• 300+ key Finance metrics• Enable External Data upload capabilities• Support DFF / KFF cascade and automatic

extension • Connectors for EBS, PSFT and other

systems to feed data

OTBI-Enterprise General Expansions• Introduce Visual Analysis and Data Mashup

capabilities• Benchmarking for Financials via XBRL• Advanced Analytics modules in each pillar

(ex: Risk management, predictive analytics)• Usage and performance tracking• Improved security integration and

synchronization• Further external connector certifications

and capability expansion

Current StateRelease 10


OTBI-Enterprise General Expansions• Expanded Cloud Adaptor support• Data as a Service Support• Expanded Advanced Analytics modules• Extensibility of core shipped content

models for new/modified metrics, new/modified dimensions



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embedded analytics for saas applications

Technology