Jaros Confidential

Quick and Easy Accessto your Oracle Apps Data

Stan Choflet

Jaros Technologies

3-7-05

Jaros Confidential

Proposed Agenda

• Current Reporting Environment • Alternative Solutions: the Market• Best Practices

– The Data Warehouse– Packaged Approach Value Proposition– Best Practices Architecture, Functionality– Customer Examples

• Technology Demonstration

Jaros Confidential

Range of ApproachesCorporate

Portals

BI Tools

Abstraction

Cubes

Data Marts

ODS

Views

TransactionalSystems

Jaros

Jaros

Jaros ODS

Metadata

Jaros Insulation Views

JarosExcelerator

Plumtree, BEA, Oracle, IBM

MicroStrategy

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BI Focus

ERP/BI Evolution

Time

Effort

ROI

ERPRollout

KeySites Smaller

Sites

Standard Reports

Custom Reports

Excel

Data MartsViews

Data Warehouse

CustomerSatisfaction

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Data Growth/Performance Relationship

0

200

400

600

800

1000

0 1 2 3 4 5

Year

Sto

rag

e (

GB

)

HistoryHistory

Open TransactionsOpen Transactions

PerformancePerformance

Source: OuterBay Technologies

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Customer Example – Run Times

Space Allocated for SO_LINES_ALL (including indexes)

Total Daily Run Time for Manufacturing Release

Purge PurgeSource: Customer Study, OuterBay Technologies

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Typical ScenarioExecutive wants to know revenue and backlog (relative to forecast) and margin by reporting product line, by customer, month to date, quarter to date, year to date

• Revenue 3 AR Tables • Backlog 8 OE Table • Customer 8 Cust Tables • Item 4 INV Tables • Reporting Product Line 1 Table (Excel) • Accounting Rules 5 FND Tables • Forecast 1 Table (Excel) • Costing 11 CST Tables Totals 41 Tables

Sources of Data:

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Typical Reporting Process

Forecast

Product Reporting

Line

PL/SQL

Reports

INV

FND

CST

AR

OE

Staging

Staging

Most significant portion of the effort is in writing PL/SQL

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Reporting Simplified

AR OEINV FND

Reporting Product Line

CST

Forecast,Legacy

Extraction, Transformation, and

Load (ETL)

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Star Schema - Reporting Simplified

Customer Dimension

Revenue Fact

Time Dimension

Product Dimension

Reporting Product Line Dimension

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Gartner’s Best Practice BI Foundation

Key Concepts:

• Single source of the truth • Don’t report on transaction sys• DW/ODS: Optimized reporting• Foundation for analytic apps• Multiple data sources • Lowest level of detail

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Jaros Company OverviewBackground / Experience• Oracle Applications, Database• Custom Data Warehouse Development • Manufacturing, Distribution Industry Experience

Jaros Analytics Coverage• GL, AP, AR • Purchasing• Orders, Shipments • Inventory, Costing• BOM, WIP, Master Scheduling/MRP• HR, Payroll (Beta)• Service & Contracts (Beta)• Planned: Fixed Assets, Projects, Advanced

Security Model, MFG PRO

Jaros Analytics Customers

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Packaged Analytics Value Prop

• EDW: Enterprise Visibility, Enterprise Efficiency• Dramatically TCO, Time, Risk

– 2 day install, 6-8 week base implementation– Buy vs. Build: emerging market

• Pre-built, Focused Content– 70-80% out of the box (Oracle Fin, OM, PO, Mfg, Inv)

• Unique, Modern Approach– Architecture and Tools for Enterprise Integration– Near Real-Time Tactical Reporting– Extensibility of Architecture

• Account Segments, Flexfields, Hierarchies, Business Rules• Custom, Legacy Integration

“Jaros customers get what they want”

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JarosETL

MFG PRO

Data Marts & Analysis Areas

Financials HR/PayrollMfgOrders

ShippingInventory/Costing

Purchasing

MaterialConsumption

CustomerPerformance

WorkingCapital

Vendor On-Time

Best Practices Architecture

Operational Data Store (ODS)Near Real Time Tactical Reporting

Oracle Apps 10.7

Jaros ETL

Oracle Apps 11i

Views / Change Tracking

Legacy/Spreadsheets

OtherERP, CRM

AR Aging

Generic ERP API Generic ERP API

Any BI Tool

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Data Marts: Analysis Areas• Financials

– Account Margins• Costs, margins by COGS, revenue, and receivables accounts

– AP Invoices Summary– AR Aging Detail with configurable buckets– AR DSO Snapshot – AR Sales (Summary with YTD, QTD, MTD growth vs. Goal, Plan) – GL, Drill to AP, AR subledgers

• Purchasing– Variance Analysis (PPV. IPV) at PO receipt time

• To sub element cost level by vendor, inventory org, account segment, etc.– PO Vendor On-Time Performance Summary

• By request date and promise date– PO Vendor Outstanding Balances Summary– PO Vendor Payment History Summary

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Analysis Areas (Con’t)• Sales, Shipments, Customers

– Net Bookings– Customer, Sales Rep, Product Analysis– List Price, Selling Price, COGS, Gross Margin, Discount Analysis– Open Orders including costing, margins– OM Customer Service Summary (on-time % by customer, item)– OM Lead Times Summary– Outstanding Work Orders (ability to deliver on time)

• Supports ATO, PTO, kits, standard items; Flow and Discrete

• Production and Efficiency– INV On-hand Snapshot (units w/ sub element costs) – INV Item Turns Snapshot with configurable Turns calculation– INV Obsolete Inventory Analysis Summary– MFG Usage (WIP, Sales Demand)– MFG Forecast vs. Actual Summary– WIP Analysis, Operational Variance Analysis, std vs. actual

• BOM with Cost– Detailed BOM Analysis with Cost– Unit, Elemental, Sub-Element Cost

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Features• Multi-Currency Support

– Global, Transacted, and Set of Books Currencies throughout

– Ex: Drill from consolidated set of books to detail in USD

• Cross Functional Analysis– Filter by 30+ conformed dimension tables– Drill Across Subject Areas

• Near Real Time Updates• Historical Trending and Snapshots

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Best Practices

ROLAP orMOLAP

Dashboards, Reports, Ad-hoc Query, Drill Down

% of user population: 85% 15%

StaticDocs

DW/ODS – “Single Source of the Truth”

Multiple Data Sources

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MFG PRO - EUR

Oracle 2 – EUR

Cullinet - US

Enterprise Visibility

Oracle 1 – EUR

OracleBrazil

JarosGlobal DW

MFG PRO - US

Oracle – US

JarosSo AM DW

JarosEUR DW

SalesFinance

ProcurementManufacturing

Inventory

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4th Shift

Legacy

Enterprise Sales Visibility - 13 ERP Systems

MAN-MAN

Legacy 2

JarosGlobal Sales DW

Oracle2

MAPICS

Oracle1

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Jaros: Fastest Time to Results Single Repository for Management Information

Company-wide, comprehensive Integrate Oracle and non-Oracle data

Fin, OM, Mfg, Inv, PO out of the box Easily Integrate non Oracle data Portal for docs, pubs, links

Near real time and daily updates Enterprise Portal/Dashboard

Tables, graphs, metrics, trends, drill down Role-based security Web, intra/extranet access User friendly, customizable

Enterprise-class system Highly available, high performance User documentation for Oracle, extendable to others

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Jaros Demo Environment

Oracle – 11.5.8 Vision Data

Jaros Dashboard Discoverer 9iR2Jaros EUL

BEA WebLogic Server

Oracle 9i, Jaros Data Marts

ETL

IE 6.0