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Oracle BI & EPM – Market Overview, Strategy, Roadmap

Björn StänderDirector Business Development Business Intelligence


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.


Market Overview – Business Intelligence


Business Intelligence Is A Top Technology Priority

Top Ten Business Priorities Ranking Top Ten Technology Priorities Ranking

Business process improvement 1 Business Intelligence 1Reducing enterprise costs 2 Enterprise applications (ERP, CRM,

and others2

Improving enterprise workforce effectiveness

3 Servers and storage technologies (virtualization)

3

Attracting and retaining new customers 4 Legacy application modernization 4

Increasing use of information/analytics 5 Collaboration technologies 5

Creating new products or services (innovation)

6 Networking, voice and data communications

6

Targeting customers and markets more effectively

7 Technical infrastructure 7

Managing change initiatives 8 Security technologies 8

Expanding current customer relationships

9 Service-oriented applications and architecture

9

Expanding into new markets and geographies

10 Document management 10

“Gartner EXP Worldwide Survey of More than 1,500 CIOs Shows IT Spending to Be Flat in 2009” Gartner Press Release - January 14, 2009

http://www.gartner.com/silentlocalechooser.jsp?locale=wcw


Major BI Challenges

48.2%

40.8%

37.6%

35.9%

24.5%

21.2%

15.1%

10.2%

2.9%

1.6%

0% 10% 20% 30% 40% 50% 60%

Data resides in disparate systems

Data is often incomplete or has errors

We don’t get information fast enough to take action

Employees are too busy to use business intelligence tools

Employees receive too much unnecessary business data

Corporate executives do not understand the need foremployees to have access to business intelligence tools

Our business intelligence tools are too complicated

Corporate executives are unwilling to share data withexternal third parties.

Other, please specify

None of the above; there are no challenges


BI Tool Consolidation

2005

2008December 19, 2008 (Computerworld)

• More than 40% of enterprise IT decision- makers said their companies are using three to five different business intelligence analysis and reporting tools, according to a survey released today by Forrester Research Inc.

• More than one out of five of the 82 CIOs and IT managers polled by Forrester in August said they are running six or more BI tools.

December 19, 2008 (Computerworld) December 19, 2008 (Computerworld) • More than 40% of enterprise IT decision- • More than 40% of enterprise IT decision- makers said their companies are using three makers said their companies are using three to five different business intelligence analysis to five different business intelligence analysis and reporting tools, according to a survey and reporting tools, according to a survey released today by Forrester Research Inc.


December 19, 2008 (Computerworld) • More than 40% of enterprise IT decision- makers said their companies are using three to five different business intelligence analysis and reporting tools, according to a survey released today by Forrester Research Inc.



BI Standardization Requires A Foundation To Minimize Cost And Maximize Benefit

IT Business

DevelopmentEfficiency

Cost Savings

Scalability

Impa

ct

High

Low

One Versionof the Truth

• Single solution – storage to scorecard

• Preconfigured BI Apps

• Powerful Self-service• High scalability• Consistent definitions


More organizations are standardizing BI tools…

Source: Intelligent Enterprise, Cindi Howson, January 26, 2009 – TDWI Study

BI tool standardization among 513 companies surveyed


…and achieving a higher rate of success

BI standardization and success as reported by 513 companies surveyed

“companies that have a predominant BI standard reported a higher success rate and lower failure rate than companies that have not standardized”

Source: Intelligent Enterprise, Cindi Howson, January 26, 2009 – TDWI Study


Source: IDC, Aug 2008 – “Worldwide Data Warehouse Management Tools 2007 Vendor Shares”

Market Size is $6.7 Billion with 14.6% Growth YoY

Oracle Database for Data Warehousing

IBM21.7%

Microsoft14.8%

Teradata11.7%

Other12.5%

39.3%

http://www.teradata.com/

http://www.sybase.com/


A Data Warehouse Appliance?

“A data warehouse appliance is an integrated set of servers, storage, OS, DBMS and software specifically pre-installed and pre-optimized for data warehousing.”

Source: Wikipedia

A Data Warehouse Appliance?


The HP-Oracle Database Machine for Extreme Performance


Database Machine – A New Architecture Breaks Data Bandwidth Bottleneck

• More Pipes– Modular storage “cell” building blocks

organized into Massively Parallel Grid – Bandwidth scales with capacity

• Bigger Pipes– InfiniBand interconnect transfers data

5x faster than Fibre Channel

• Ships Less Data Through Pipes– Query processing is moved into

storage to dramatically reduce data sent to servers while offloading server CPUs

• Runs Oracle Database– Database and options run unchanged

Exadata Moves a Lot Less Data a Lot Faster


Building Block of the Database Machine The Oracle Exadata Storage Server

• 12 Disk Drives: Up to 12 TB raw storage • Each adds 1GB/sec of IO Bandwidth• Powerful HP hardware components

• Dual InfiniBand interconnect• 2 Intel processors: 8 Cores • 8 GB RAM

• Oracle Enterprise Linux OS • Oracle Exadata Software


Select district, sum(units) from point_of_sales where date > 01-01-09 group by

district

Select district, units from point_of_sales where date > 01-01-09

Slide 16


Oracle Database for BI & Data Warehousing Compare and contrast with other appliances

• None of the DW Appliances or “DW-Only” Databases have the depth and breadth of Oracle Database

• Security• Query Optimisations• Embedded Analytics• Mixed Workloads• High User Scalability• etc


Oracle Positioned in Leaders Quadrants

The Magic Quadrant is copyrighted 2008 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

These Magic Quadrant graphics were published by Gartner, Inc. as part of larger research notes and should be evaluated in the context of the entire reports. The Gartner reports are available upon request from Oracle.

Sources: Gartner, Inc., “Magic Quadrant for Business Intelligence Platforms, 2009” by James Richardson, Kurt Schlegel, Bill Hostmann, Rita Sallam, 16 January 2009Gartner, Inc., “Magic Quadrant for CPM Suites, 2008 “ by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2008Gartner, Inc., “Magic Quadrant for Data Warehouse Database Management Systems, 2008” by Donald Feinberg and Mark A. Beyer, 23 December 2008

Magic Quadrant for Business Intelligence

Platforms, 2009Magic Quadrant for

CPM Suites, 2008Magic Quadrant for

Data Warehouse Database Management Systems, 2008Management Systems, 2008


Forrester Wave™: Business Performance Solutions, Q4 2007

The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change.

Source: The Forrester Wave™: Business Performance Solutions, Q4 2007 – Paul Hamerman, October 10, 2007 http://www.oracle.com/us/corporate/analystreports/infrastructure/index.html#bi

http://www.oracle.com/us/corporate/analystreports/infrastructure/index.html#bi


• Enterprise Performance Management• Business Analytics• Database• Database Share on Linux• Supply Chain Management• CRM • Retail • Communications • Human Capital Management• Financial Services• Public Sector• Professional Services

Leader in Key Markets


Strategy – EPM System Business Intelligence & Enterprise Performance Management


Management Excellence: The Next Competitive Edge

Time

CompetitiveAdvantage

OPERATIONAL EXCELLENCE

MANAGEMENT EXCELLENCE

Cost – Lean and MeanQuality – Six Sigma, TQMSpeed – Real-time, JIT



Smart – Deep InsightAgile – Decisive ActionAligned – Across the

extended enterprise

Smart – Deep InsightAgile – Decisive Action– Decisive ActionAligned – Across the

extended enterprise extended enterprise

Smart – Deep InsightAgile – Decisive ActionAligned – Across the

extended enterprise


Management Excellence for Business and IT

AlignedAlignedAligned

Smart

AgileAgileAgileAgileIntegrate Management

Systems WithOperational Systems

Rationalize Your Management Systems

Enable Pervasive Access To

Management Systems

Detect AndDrive Changes

Prepare For AndFollow Up On Changes

Share Insight AcrossExtended Enterprise

Business Requirements IT Call to Action



Reality Check


Is This Smart, Agile and Aligned?

BI Benchmark Report: Organizational and performance metrics for BI teams", 2008, www.tdwi.org

7 On average, how many weeks does it take to add a new source of data to your data warehouse?

On average, how many weeks does it take to create a report or dashboard with about 20 dimensions, 12 measures, and

6 user access roles?

4.7 On average, how many weeks does it take to change a hierarchy?

6.7

http://files.oraclecorp.com/content/MySharedFolders/BI Symposium work folder/Documents and Settings/nwhitehe/Local Settings/Temp/wz2e8a/www.tdwi.org


IT & Business: Divided by Common Goals The need for synergy

• Heterogeneous & ubiquitous access

• Fast access to new information

• Information in context with business processes

• Ease of use, intuitive, self service

• Heterogeneous & ubiquitous access

• Fast access to new information

• Information in context with business processes

• Ease of use, intuitive, self service

BUSINESS PERSPECTIVE

• Information Management• Data quality & consistency• Robust data architecture• Data Integration• Rapid deployment• Ease of maintenance

• Information Management• Data quality & consistency• Robust data architecture• Data Integration• Rapid deployment• Ease of maintenance

IT PERSPECTIVE

Informationconsumption

representsvalue

Informationmanagement

represents value


Oracle BI & Data Warehousing Strategy “From Disk To Dashboard”


Complete Solution, from Disk to Dashboard

• Performance Management Applications

• Business Intelligence Applications• Business Intelligence Technology

• Oracle Database• HP-Oracle Database Machine

& Exadata Storage Server


Oracle Enterprise Performance Management System

BI Applications

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsPerformance Management

Applications

EPM Workspace

OLTP & ODSSystems

SQL Server, DB2, Teradata…

OLAP OracleData Warehouse

SAP, Oracle,Siebel, PeopleSoft

ExcelXML

BusinessProcess


Common Delivery Layer Pervasive Information Access

BI Applications

Fusion Middleware



Applications

EPM WORKSPACE

Web AlertsOffice MobileDesktop Search Mobile

OLTP & ODSSystems




ExcelXML

BusinessProcess



Making BI “accessible for the masses”

BI should no longer for reserved for “the organisational elite”


Smart Dashboards Personalized and Role-based, with true ease of use


Guided Analytics in Interactive Dashboards Dynamic & Event-Driven Analytics Drive the Right Actions

Guided Analytics drives alignment and actions through the organization by modeling and making accessible discovery and decision-making best practices.

Guided Analytics leverages Dashboard-to-Dashboard navigation, which passes context (parameters) from one dashboard to the next and is easy to configure in OBIEE.


Government Forms

Order Forms

Invoices

Operational Reports

Correspondence

Financial Statements

Checks

Purchase Orders

Labels / Bar Codes

Collateral

eText

Oracle BI Publisher … Single environment for all mass consumed documents


• Always on

• Personalized

• Easy

Smart Space Desktop Gadgets Readily accessible and “always on” BI on the desktop


MSFT Office Integration Integration into everyday productivity tools


Smart Search Search engine Integration increases accessibility and reach

• Multiple search providers– Oracle Secure Search– Google One Box

• Returns structured response to unstructured query

• Query governed by user’s security credentials – SSO token



Supporting Advanced BI user Requirements

Specialist users demand specialist capabilities


Oracle Answers True Self-service Insight Tool

• Full ad hoc analysis, pivot tables, and report creation

• Simple point and click interface • Users are shielded from

complexity and structure of underlying data structures

• Explore and interact with results• Save, organize and share reports• Integrate reports back into

Intelligence Dashboards

Providing true self-service access to information - users can get real-time answers to business questions

Ad Hoc Analysis

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 40Copyright © 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Financial Reporting Embedded Commentary for Faster Collaboration


Smart Visualization Discover Trends and Patterns Not Visible in Tables

• Visual spreadsheet • Discover correlations; Identify outliers


Data Mining with Oracle BI EE Directly access the power of a full-featured Mining Engine

Oracle Data Mining provides more information and better insight


Smart Mobile Devices Indicators On The Go

• Reviews timely alerts on exception conditions with relevant analysis reports

• Offers highly intuitive user interface designed for the mobile user to browse, search, and locate business performance metrics

• Supports consistent user security model with Oracle BI Applications, along with SSL encryption


Disconnected Analytics Full-Featured BI whilst disconnected out-of-the-office

The user experience is identical to the connected user. Dashboard and Answers functionality will act identically as if the user were connected to the server.

OracleOperational

OracleOperational

OracleOracleDisconnectedDisconnected

DataData

Disconnected Metadata & Report Definitions

Web Catalog PresentationMetadata

• Business ModelDisconnectedBI Server • Server Cache

• Calculations


Common BI Foundation Complete, Open, Integrated

EPM Workspace

Fusion Middleware


Applications

BUSINESS INTELLIGENCE FOUNDATION

Essbase BI Server Predictive AnalyticsCommon Enterprise Information Model

OLTP & ODSSystems




ExcelXML

BusinessProcess


Oracle’s Unified BI Foundation Meeting the full continuum of BI needs

Oracle BI Suite EE Plus

• Consistent definitions• Role-based views• Model-driven

• What-if• Scenario modeling• User crafted analysis• Predictive analytics

• Interactive Dashboards• Ad hoc query• Report publishing• Alerts

Essbase

Common Enterprise Information Model


Enhanced Data Warehousing Physical + Logical Data Consolidation

Staging

Foundation Layer

Access & Performance


ExcelXML

OLTP & ODSSystems

SQL Server, DB2, Teradata… OLAP SQL Server, DB2,

Teradata…

COMMON ENTERPRISE INFORMATION MODEL

BI SERVER

• Enterprise Wide Information Model– Oracle DW for physical consolidation– BI Server for logical consolidation

• BI Server enhances Data Warehousing – Incorporate data before added to DW– Tie together multiple data-marts / DWs in one model– Incorporate live operational transactions

• Real-time BI, without cost/complexity of real-time DW• Complements historical data in DW

• Enables Data Architecture flexibility– Pragmatic , realistic & fast– Rapidly deliver against new business needs– Quickly incorporate new data sources– Resilient to changes in data sources – Build a consolidation roadmap over time


Text Mining

Spatial and Network Data

Models

Smart Information Management When data volumes are large - Bring the analysis to the data not the data to the analysis!

Statistics

Data Mining

OLAP

Analytic SQL


Oracle Data Integrator

LoadTransform

BENEFIT KEY DIFFERENTIATOR1 Best Performance Heterogeneous “E-LT”2 Flexibility Active Data Platform3 Productivity Declarative Design4 Hot-Pluggable Knowledge Modules

Conventional ETL Architecture

Transform

Next Generation Architecture

“E-LT”

Transform

Transform

Extract

LoadExtract

Data Movement and Transformation from Multiple Sources to Heterogeneous Targets


• BI Server spans sources– Shield users from

physical data complexity

• BI Server generates federated queries

– Crosses and integrates data sources on middle tier where required

“Show me sales through today for my highest value customer. Assure sufficient inventory.”

ODS / Operational

Data Warehouse InventorySystem

Example: Integrating Data Warehouse with other data sources

COMMON ENTERPRISE INFORMATION MODEL

BI SERVER

Today’sSales

CurrentInventory

HistoricalSales (through

yesterday)


Common Enterprise Information Model Enables Consistency, Security, Reuse, Flexibility

• User Roles, Preferences• Simplified View• Logical SQL Interface

PRESENTATION LAYER

• Dimensions• Hierarchies• Measures• Calculations• Aggregation Rules• Time Series

SEMANTIC OBJECT LAYER

PHYSICAL LAYER• Map Physical Data• Connections• Schema

Role-Based Views of the Information Relevant to the User

Consistent Definition of Business Measures, Metrics, Calculations

Model Once, Deploy Everywhere

Across Any Data Sources


Pervasive Information Access One Platform, One Model, Multiple Delivery Channels

Integrated Security, User Management, Personalization

Multidimensional Calculation and Integration Engine

Intelligent Request Generation and Optimized Data Access Services

Data WarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom AppsFiles Excel

XMLBusinessProcessOLAP


Reporting &Publishing

Ad-hocAnalysis

Interactive Dashboards

Essbase Desktop Gadgets

ProactiveDetectionand Alerts

Disconnected& MobileAnalytics

MS Office& OutlookIntegration

OLTP & ODSSystems


Oracle BI Foundation Integrated BI Tools; Common Enterprise Information Model


BI Server Essbase

Ad hoc Analysis


Reporting & Publishing

ProactiveDetectionand Alerts

SmartViewMS Office

"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"

Role-based interactive dashboardsProactive alertsMS Office and Excel integration

Simplified logical view of data

Powerful query processingModeling, Planning, Allocations

Access Enterprise data sourcesFilesExcelXML

OLTP & ODSSystems Data Warehouse

Data Mart

+Essbase



Linking BI directly to the Operational Business Processes

Enhance every-day activities through intelligence


Technology to Driving Business Process Optimization

TransactionalReporting

Query,OLAP/DW

Performance Management

Fact-Based Actions

Intelligent Interactions

Incr

easi

ng B

usin

ess

Valu

e

“Here are your reports”

“Explore my data”

“How am I doing vs. my goals?”

“What should I do next?”

“What should I doright now?”

BI + Process Optimisation = increased Business Value


Oracle Delivers Insight Driven workflows provide proactive intelligence

Distribution & Logistics Mgr Receives e-mail message detailing option of filling

impacted orders by alternative suppliers

Orders placed1. Large Order alertChecks for large order.

Identifies and notifies sales reps. Passes info. to a Chained Inventory alert

2. Low Inventory alertDetects insufficient inventoryNotifies impacted ManagersInitiates Alt Sourcing alert

3. Alt. Sourcing alert Identifies alternative suppliers that can

fulfill impacted Orders.Notifies impacted sales and distribution

management

Sales Reps Receives an e-mail notifying

him of the large order placed by Best Value, one of

his accounts.


The Fusion of BI EE & SOA Business Processes Three styles of enhancing SOA Processes with BI Intelligence

• Visibility & business insight – BI provides insight into processes

• Insight Into Action– BI users or BI alerts trigger a

business process or event

• Insight-driven business processes– Decision points in a workflow are

driven by analytics– Generate and Deliver reports and

alerts from BPEL Workflows

BPEL, ESBOracle BI & BAM

BPEL, ESB

Oracle BI

BPEL, ESB Oracle BI


BI EE + SOA = Insight Into Action Example: Invoking Business Processes from BI Dashboards


Embedded Directly in Applications Deployment into applications used by operational staff to drive adoption

Siebel

E-Business Suite PeopleSoft


Oracle Covers the Spectrum of EPM / BI Needs Complete, Open, Integrated

Competitive Advantage

Com

plex

ity

Reporting

BIOLAP

Scorecarding

PlanningForecasting

Prediction

Forecasting

Optimization

RTD


Oracle Real-Time Decisions Technology Platform and Applications for Business Process Optimization

Improve Business ResponsivenessOptimize customer experiences with cross-channel real-time decisions at the point of interaction

Maximize Interaction ValueLearn from each interaction and take the best action with embedded predictive analytics and rules

Enable Self-Adaptive ProcessesIntegrate business intelligence into interaction processes with closed-loop predictive analytics automation


Oracle RTD for Siebel Ecommerce


Login BrowseCategories

BrowseProducts

SelectOffer

ReceiveCustomer ID

Receive ContextReturn Offer

LearnAdapt

Self Service

RTD

Oracle RTD for Siebel Ecommerce

1

Receive Context

2

Receive Context

n


Business Process Execution

Enterprise Information ModelOracle Real-Time DecisionsBusiness Rules

Self-Learning Predictive Models

Process learns and continuously optimizes in real-time based on closed-loop information

Highly scalable RTD Server

Process Optimization Oracle Real-Time Decisions

ContextData

DecisionsResults History, demographics, scores

Real-time decisions and learning

Integrates via open standards


Real Time Decisions - Solution Components

RTD / Siebel eCommerceIntegration

RTD / Siebel Call Centre Integration

3rd party Call Centre Integration

3rd partyApplication Integration

3rd party eCommerce

3rd partyApplication Integration • Integration with Siebel or

other Applications

DecisionService

RTDX-sell, Upsell, Loyalty Decisioning Logic

Custom Built Business Logic (e.g. Risk Mgnt)

• Predefined RTD Logic

RTD Shared Decisioning Engine • RTD Server

CRM& Enterprise Systems Data Warehouse

3rd PartyData

Data Mining• Source Systems

= Prebuilt Oracle RTD Solution Component= Custom Build & Integration capabilities

• Interaction Channel• Point of Sale

Call Center In PersonWeb LettersChannels


Market Leading Performance Management Applications

PERFORMANCE MANAGEMENT APPLICATIONS

StrategyManagement

BusinessPlanning

ProfitabilityManagement

FinancialReporting &Compliance

EPM Workspace

OLTP & ODSSystems


SAP, Oracle, Siebel,PeopleSoft, Custom

BusinessProcess

OLAP

Fusion Middleware


BI Applications

EPM Workspace

ExcelXML


Market-leading Performance Management Applications Suite

Master DataBusiness Rules

Metrics/KPIsTargets, Plans & Actuals

Strategic PlanningSet Strategic Objectives

CorporateDevelopment

Treasury Strategies

Long-TermPlanning

Cost and Profitability ManagementDefine Costing

Methods

Perform Allocations

Report & Analyze Define Cost Drivers

Financial Close Process

Data Cleansing Consolidate

InternalReporting &

Analysis

External Reporting & Compliance

Cascade Targets

AllocateResources

Forecasting Detailed Budgeting

Planning and Budgeting


Clear BI/EPM Product Strategy Complete Suite of Best-of-Breed Products

• Continue best of breed innovation

• Common components across the EPM System

• Unified BI Foundation• Open and standards-

based• Ready-made integration

with Oracle applications and technology


Comprehensive BI Applications

Sales Service Marketing OrderMgmt.

BI APPLICATIONS

SupplyChain HR Finance

EPM Workspace

OLTP & ODSSystems


SAP, Oracle, Siebel,PeopleSoft, Custom

BusinessProcess

OLAP

Fusion Middleware


Performance ManagementApplications

EPM Workspace

ExcelXML


• Dashboards

• Pre-built ETL across multiple applications and sources

• Pre-mapped metadata• Pre-built metrics• Pre-built data model

The Value is Below the Surface Oracle BI Applications


Oracle BI Applications Multi-Source Analytics with Single Architecture

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition Plus

Prebuilt adapters:

Sales MarketingOrder

Management & Fulfillment

Supply Chain Financials Human

Resources

PipelineAnalysis

Triangulated Forecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle Time Analysis

LeadConversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

Workforce Profile

Turnover Trends

Return on Human Capital

A/R & A/P Analysis

GL / Balance Sheet Analysis

Customer& Product

Profitability

P&L Analysis

ExpenseManagement

Cash Flow Analysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

Employee Expenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle Time Analysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

ResponseRates

ProductPropensity

Loyalty and Attrition

Market Basket Analysis

Campaign ROI

Service & ContactCenterChurn

Propensity

CustomerSatisfaction

Resolution Rates

Service Rep Effectiveness

Service Cost Analysis

ServiceTrends

http://www.siebel.com/

http://www.sap.com/index.asp

http://www.peoplesoft.com/corp/en/public_index.jsp


Insight is Created by Linking Information

Sales Marketing Procurement & Spend

Supply Chain & Order

ManagementFinancials Human

Resources

PipelineAnalysis

Forecast Accuracy

Sales Team Effectiveness

Up-sell/Cross-sell

Cycle Times

LeadConversion

Employee Productivity

Compensation

ComplianceReporting

Workforce Profile

Retention Analysis

Return on Human Capital

GeneralLedger

AccountsReceivable

AccountsPayable

Cash Flow

Profitability

ExpenseManagement

Revenue and Backlog

Inventory

FulfillmentStatus

CustomerStatus

OrderCycle Time

BOMAnalysis

Direct / Indirect Spend

Buyer Productivity

Off Contract Purchases

Employee Expenses

PurchaseCycle Time


Campaign Effectiveness

CustomerInsight

ProductPropensity

Loyalty & Attrition

Market Basket Analysis

Campaign ROI

Service & ContactCenterService

Effectiveness


Resolution Rates

Service Rep Efficiency

Service Cost

Churn &Service Trends

Effectiveness


Resolution

Cycle Time


AccountsPayable

Cash Flow

Profitability


Pre-mapped metadata, including embedded best practice calculations and metrics for Supply Chain, Supplier, and other Business Users

Presentation LayerLogical Business ModelPhysical Sources

3

Pre-built ETL to extract data from over 3,000 operational tables in Oracle EBS and other sources, and load it into the DW

2 A “best practice” library of over 100 pre-built metrics, Dashboards, Reports and alerts forBuyers, Cost Center Managers, Inventory Managers, Procurement Managers and Execs

4

Pre-built warehouse with 10 star-schemas designed for analysis and reporting on Procurement & Spend Analytics

1

Procurement and Spend Analytics Prebuilt Components

Requisitions Total Spend Purchase Orders Purchase Costs

Purch. Cycle Lines Receipts Supplier Perf. Payables

RequisitionsRequisitions Total SpendTotal Spend Purchase OrdersPurchase Orders Purchase CostsPurchase Costs

Purch. Cycle LinesPurch. Cycle Lines ReceiptsReceipts Supplier Perf. Supplier Perf. PayablesPayables

73

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 74Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 74

Analytic Workflows Commodity Procurement and Spend

Business Objectives /

Issues

GainInsights

Take ActionAdjust Order Quantities to

Best Supplier

Identify Best Price and Meet Business Needs

What-if Scenarios: Consolidate Spending

Multidimensional Review of Supplier Performance: Cost,

Score, On-time Ratings

Review Supplier Scorecard

Identify Responsible Commodity

Purchase Requests Greater than Budget

Review Largest Cost Items

Which Business Unit is Responsible?

Off-Contract Purchases?

Deny Purchase Request

• Business Function: Commodity Procurement

• Role: Procurement Manger

• Objectives:– 1) Best Price for

Commodities– 2) Meet the Needs of

Business


BusinessObjectives /

Issues

GainInsights

Take Action Adjust Order Quantities to Best Supplier

Multidimensional Review of Supplier Performance: Cost,

Score, On-time Ratings

Identify Responsible Commodity

Purchase Requests Greater than Budget

Drill to

Detail

What-if Scenarios: Consolidate Spending

Identify Best Price and Meet Business Needs

OLAP

Write-Back

Essbase

Analytic Workflows Commodity Procurement and Spend



Action Links – “Insight to Action”

BI Apps Integration with Oracle Applications Extends BI Value; Lowers TCO

Seamless navigation from analytical information to transactional detail

Integrated Security

ObjectSecurity

UserSecurity

DataSecurity

One login. Right content for each user.

Integrated WorkflowIntelligence-driven business processes

BPEL, ESB Oracle BI

Integrated with Planning and EPMSView actual performance “in context”

with budgets and plans


Embedded Directly in Applications Pervasive Deployment

Siebel

E-Business Suite PeopleSoft


Speeds Time to Value and Lowers TCO

Build from Scratch with Traditional BI Tools

Oracle BI Applications

Weeks or Months

Back-end ETL and Mapping

DW Design

Define Metrics & Dashboards

Back-end ETL and Mapping

DW Design

Define Metrics & Dashboards

Training/Roll-out

Training/Rollout

Quarters or YearsSource: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Prebuilt business adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

• Faster deployment• Lower TCO• Assured business value


EPM Workspace



Applications

SOA

FUSION MIDDLEWARE

DataQuality

DataIntegration MDM Identity

ManagementContent

ManagementBusiness Process

Management

Leverage Fusion Middleware for Lower TCO Complete, Open, Integrated

OLTP & ODSSystems




ExcelXML

BusinessProcess


Hot-Pluggable with Existing IT Investments

Oracle KerberosiPlanetMSFT ADNovellCustomOthers...

Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers...

Any JSR 168 Portal Oracle Data Mining, SPSS, SAS

Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards…

Excel, Outlook,Lotus Notes...

Oracle Enterprise Performance Management SystemOracle Business Intelligence Foundation

PORTALS DATA MINING APPLICATIONS DESKTOP TOOLS

SECURITY DATA ACCESS DATA INTEGRATIONOracle RDBMSOracle OLAP OptionMicrosoft SQL ServerMicrosoft Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, Text


Oracle’s Strategy to Enable Business Transformation

More Value Less Complexity

More Flexibility Less Cost

More Choice Less Risk

Comprehensive Industry Portfolio

Complete

Standards-Based Architecture

Open

Designed to Work Together

Integrated


Open in Multi-Vendor Environment Complete, Open, Integrated

• Open to Data from Multiple Sources

• Open to Business Applications

• Open to Access from Familiar Clients

• Open to Technology Infrastructure

• Open to different Styles of Analysis

• Yet Integrated across Entire System

Oracle & Non-Oracle DBMS, Relational & Multi-Dimensional

E-Business Suite, Peoplesoft, Siebel, JD-Edwards, SAP, Others

Web, MSFT Excel, MSFT Office, Desktop Gadgets, Outlook, Mobile

App Server, Single Sign-On, Directory Servers, Schedulers, …

Relational, R-OLAP, M-OLAP

Common Metadata, Measures, Dimensions, Calculations


Oracle EPM System Protect, Extend, Evolve


Protect, Extend, Evolve Ancillary Products

• Discoverer• OSA/OFA/Express• Hyperion Enterprise• Hyperion DIM• SQR Production Reporting• Hyperion Interactive Reporting• Hyperion Web Analysis• Daily Business Intelligence• Oracle Scorecard• PeopleSoft Scorecard

Defined Oracle Lifetime Support

PolicySelected integration

with strategic products

Migration tools or methodology where

feasible


• Stay on Discoverer– Continued new releases and functionality– Dedicated development team– Covered by Oracle’s Lifetime Support– No forced migration

• Use Discoverer with OBI EE– Discoverer integration with BI Publisher– Discoverer analysis surfaced in BI EE Dashboards– Use BI EE Delivers for alerting & Distribution on Discoverer Analysis

• Migrate Discoverer to OBI EE– Metadata migration utility, methodology, and Oracle Consulting services

Oracle BI Discoverer Roadmap Summary

"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"


– QuickStart RPD Generation from EUL

– Targeted for regular star/snowflakes

– Supported with methodology and best practices

Oracle Discoverer Migration Utility Migrate Discoverer metadata to OBIEE

“This is an amazingly powerful demonstration of how we can leverage their investment in Discoverer. The fact that this was turned around in about 10 minutes is

something I'm going to highlight.”

“First I want to say that the migration utility was great. Best of all is its simplicity. we

presented it to customers and they liked it”


Oracle Business Intelligence Roadmap and Strategy

Paul RodwickVice President, Oracle Business Intelligence


Oracle Business Intelligence Roadmap and Plans


OBI + Hyperion Integration Releases

Hyperion EPM 9.3.1

EPM System Fusion Edition

11.1.1.1Major releaseOracle integrationCalc ManagerEssbase StudioProfitability Mgmt

OBI EE 11g

Major releaseAnswers PlusEPM integrationAction FrameworkAdvanced Visualization

OBI EE 10.1.3.3.x

Essbase integration

OBI EE 10.1.3.3

Next EPM/BI Release

MajorIntegrationRelease

IR-EssbaseintegrationOracle BrandingOracle integration

SmartSpace SmartView Office 2007

Hyperion EPM 9.3.1.x

EPM System Fusion Edition

11.1.1.1Localization

Release

OBI EE 10.1.3.4

Discoverer Migration to OBIEE

Workspace IntegrationSmartView IntegrationSmartSpace Integration

Available Now




Query & Analysis

Office Integration

Pixel Perfect Reporting


RelationalN/A

Essbase

HFM & Planning

N/A

OBIEE Suite Answers

DashboardsDelivers

OBIEE Suite Hyperion Web Analysis

OBIEE SuiteSmartView Hyperion

Financial Reporting

BI Tools Matrix Best Fit Recommendations – Sept 2008

OBIEE SuiteBI Publisher

OBIEE SuiteOBI Office



Query & Analysis

Office Integration

Pixel Perfect Reporting


Relational N/A

Essbase

HFM & Planning

OBIEE Suite Answers

DashboardsDelivers

Hyperion Financial Reporting

BI Tools Matrix Best Fit Recommendations – Future State

OBIEE SuiteBI Publisher

OBIEE SuiteSmartView



Oracle BI Enterprise Edition Planned 11g Release


OBIEE 11g Personalized Start PageOBIEE 11g Personalized Start PageOBIEE 11g Personalized Start Page



Answers+ in OBIEE 11g• Member Selection• Calculated Members• Hierarchical

Calculations• Custom Aggregates• For both OLAP and

Relational Sources • Optimized for Essbase

Answers+ in OBIEE 11g• Member Selection• Calculated Members• Hierarchical

Calculations• Custom Aggregates• For both OLAP and

Relational Sources• Optimized for Essbase

OBIEE 11g Answers+Hierarchy / Member BrowsingInteractionDimensional ColumnsMember Selection (Query Steps)Custom GroupsCalculated ItemsFor relational and OLAP sourcesOptimized for Essbase

OBIEE 11g Answers+Hierarchy / Member BrowsingInteractionDimensional ColumnsMember Selection (Query Steps)Custom GroupsCalculated ItemsFor relational and OLAP sourcesOptimized for Essbase

OBIEE 11g Answers+Hierarchy / Member BrowsingInteractionDimensional ColumnsMember Selection (Query Steps)Custom GroupsCalculated ItemsFor relational and OLAP sourcesOptimized for Essbase"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"


OBIEE 11g Interactive VisualizationRange slidersPaging sliders – time, segmentsLegend-based interactionsMaster-Detail linkingIntegrated with Action FrameworkEmbed inside PDF, PPTWidget technology shared with ADF and BI Publisher

Range slidersPaging sliders – time, segmentsLegend-based interactionsMaster-Detail linkingIntegrated with Action FrameworkEmbed inside PDF, PPTWidget technology shared with ADF and BI Publisher

Range slidersPaging sliders – time, segmentsLegend-based interactionsMaster-Detail linkingIntegrated with Action FrameworkEmbed inside PDF, PPTWidget technology shared with ADF and BI Publisher



Spatial Data in OBIEE 11g

• Integrated component of OBIEE• Variety of mapping visualizations• Multiple layers• Interactive map controls• Global digital map data provided by NAVTEQ



BI Publisher Online Layout Builder Interactive report development in OBIEE 11g

• New page-oriented report layout editor in OBIEE Suite

• Tool ribbon design

• Interactive – drag & drop, cursor control, chart preview

• Instant preview – PDF, HTML, RTF, Excel, PPT

• Rich layout – charts, tables, rich text, crosstab, images, header & footer, repeating, page break



Oracle BI Scorecard Scorecards and KPIs as First Class Citizens

New in OBIEE 11g• Scorecards• Cause and Effect Maps (Fishbone Diagrams),

Strategy Trees, Strategy Maps• Key Performance Indicators as first class

metadata objects

KPIs calculated from …• Common Enterprise Information Model• Heterogeneous data sources

KPIs everywhere…• Interactive Tables, Crosstabs, Charts• Briefing Books, Dashboards, Reporting• Alerting, Notification, Workflow



Oracle BI Server Aggregate Persistence Autogenerate Essbase and Oracle OLAP Cubes

OBIEE Today• BI Server leverages summary

data whenever possible to accelerate queries

• Aggregate Persistence for relational sources

• Automatically defines, populates and maps metadata to system generated aggregate star schemas

• Extremely low TCOOBIEE 11g• Autogenerate cubes for Essbase

and Oracle OLAP option


BI Server

BI Apps or any DW or OLTP schema

ESSBASE

BI Server automatically uses aggregates or cubes for performance

Native RDBMS Data Warehouse

A sound aggregation strategy can transparently improve end-user query performance by many orders of magnitude



The Fusion of BI & Business Processes Three Key Requirements

• Visibility & business insight – BI provides insight into processes

• Insight Into Action– BI users or BI alerts invoke a

business process or event

• Insight-driven business processes– Decision points in a workflow are

driven by analytics– Generate and Deliver reports and

alerts from BPEL Workflows

BPEL, ESBOracle BI & BAM

BPEL, ESB

Oracle BI

BPEL, ESB Oracle BI


OBIEE Action Framework Seamless integration with BPM and workflow in 11g

• Invoke Workflow/Business Processes (BPEL)

• Send Message/Post Event (ESB)• Navigate to BI Content • Navigate to Analytic App Views • Navigate to Web Content• Execute Java Method• Execute Siebel Workflow• Invoke a Delivers iBot• Deliver BI Content• Deliver Web Content• Invoke Web Service



Actions Everywhere Consistent, metadata-driven framework

Actions used consistently in– Answers

– Dashboards

– Delivers (iBots)

– BI Publisher

– BI Office

– Delivered Content – email




Project Examples – Supplemental Slides


Enterprise BI at Cisco

BEFORE• Limited user access to BI –

“power users”• Silos of departmental information• Lack of timely information• Difficulty accessing

heterogeneous data sources• High reliance on IT for information

AFTER• 8,000 + users, moving to 20,000• Sales, Marketing, HR, Finance,

Engineering• Real-time, global performance

visibility• 30% employee performance gain• Integrated view across multiple

systems, terabytes of data• Winner RealWare® award for best BI

application

Leading supplier of network equipment and network management for the Internet


9/11 Crisis in the Airline Industry Southwest Airlines adapts

Needs

Determine how long cash balances of $1 billion would last –immediatelyDevelop capital spending plans and 15 month rolling forecasts in 1 dayCreate business cockpits for executives and other functional areas to track key metrics

83 million passengers a year

63 destinations

3300 flights a day

After

Ability to forecast within 2% of outcome, providing top-bottom and bottom-top analysisAnalysis provided comfort level (no employees laid off; no need for government loans)Finance moved to spending 10% accumulating data and 90% analyzing (75% / 25% before)


Keep Pace with Business Needs in IT

For more than 40 years, Sabre Holdings (NYSE: TSG) has transformed the airline industry through technological advancement. The Company offers a portfolio of travel marketing, distribution and technology solutions.

BEFORE• Real-time needs accelerated and data

volumes grew, requiring more frequent, higher load warehouse updates. Sabre hit a performance wall

• Manual coding required for high performance complex transformation processing

• Separate hardware and administration required for traditional ETL server

AFTER• Updates every 10 minutes to rapidly

growing warehouse (currently 7 TB). Changed Data Capture and E-LT enable high performance, real-time BI

• Leverage existing investment in Teradata warehouse by performing E-LT

• Declarative design enables metadata- driven approach – faster to develop, easier to maintain

“With ODI we have been able to deploy with less development effort. This enables us to focus more resource on getting business value out of the warehouse rather than the process of getting data in.” – Dale Hazel, Vice President, Sabre Holdings


Optimize CRM Processes and Performance

BEFORE• Poor measurement of employee

performance in sales and service

• Lack of customer insight - no consistent, real-time view

• Slow “Customer Inquiry Response Time”

• No single source of customer data for segmentation

• High reliance on IT for information

AFTER• “Turned the tides” in sales force with

better insight into performance

• Enhanced sales productivity with 360° view of customer relationship

• Increased customer responsiveness, leading to greater satisfaction/retention

• Unified customer data for better marketing segmentation and targeting

• Customer-facing employees empowered with the information they need

“One of the most important values of Oracle’s BI solution is its TCO. We created 400 reports used by 1,250 users with a staff of one within a few months—that is very cost effective.” – William Duffy, Data Warehousing Project Manager

Pitney Bowes is the world’s largest producer of postage meters. Implemented Oracle BI Applications (Sales, Service, and Marketing Analytics) to over 1,250 employees.


Drive Corporate Financial Performance

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

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.


Improve Sales Productivity

BEFORE• Lack of actionable intelligence

resulted in missed opportunities

• Too much time spent gathering and formatting sales data

• Poor visibility into integrated sales performance

AFTER• 5-9% of analytics-driven sales alerts

result in new business opportunities

• 2,400 hours of unproductive work saved per week

• First forward-looking view of sales pipeline

• Consistent metrics for sales performance management

• Improved sales productivity and stronger value-based customer relationships

Leading discount brokerage firm. Initially deployed Oracle BI Sales Analytics for 200 users in 10 weeks. Now expanded to 1,700+ financial consultants.


BT Leverages Real-time Decisions for Marketing Optimization

COMPANY OVERVIEW• Leading provider of telecommunications services• Industry: Communications

CHALLENGES• Generate increased broadband services revenue

through contact center• Improve customer experience and reduce call

handling time• Recommend a set of ‘best actions’ to agent

SOLUTIONS• Oracle Real-time Decisions (RTD) enables ranked

offers through rules, self-learning and 3rd party predictive models

• Oracle Siebel CRM and Oracle DB• Centralized decision capability that can be used

across multiple contact points• Expect 2,500 users live by Summer 2008

RESULTS• Improved Cross Sell Lift by 16%• Increased broadband revenue• Improved customer experience• Improved agent satisfaction

February 2008

D kt f

CUSTOMER PERSPECTIVE“We’ve moved from localized sales reporting, whereby individual teams devoted hours to compiling disconnected reports, to a standard, consolidated approach to business intelligence.”—Steve Dickson, Operations Manager

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