Demantra Overview

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Margie Bell, Director of Product ManagementMary Martin, Principal Product Manager

Overview Coordinated byArun Cavale

Supply Chain Architects

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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.

Safe Harbor Statement

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Demantra

Integration Overview

Trade Management

Execution

Siebel CRM

Supply ChainManagement and Financials

Oracle EBS

Strategic Network Optimization

Inventory Optimization

Adv. Supply Chain Planning

Global Order Promising

Collaborative Planning

Supply Chain Planning

Demand Management

Demantra

Advanced Forecasting

Predictive Trade Planning

Promotion OptimizationDeduction andSettlement Management

Trade Promotion Management

Rea

l-Tim

e Sa

les

and

Ope

ratio

ns P

lann

ing

Production Scheduling

JDE E1


Demand Management

Siebel Sales

Siebel

Configure to Order

Released in 7.1.1Released in 7.1.1 To be released in 7.2 In roadmap

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•

Standard, pre-configured, extensible hierarchies, series and worksheets to model all planning data:

•

Map to EBS and E1 hierarchies•

Products, product families and product categories•

Customer ship-to locations•

Sales channels and customer accounts

•

Sense demand real-time•

Capture demand more frequently, closer to the point of consumption•

Capture demand and forecast at more granular level (store, shelf, attributes, product characteristics)

•

Achieve consensus demand number more quickly by involving all constituents at the same time, including customers

•

Quickly identify and react to demand changes and exceptions

•

Improve forecast accuracy•

Leverage advanced statistics for more accurate demand number•

Use any combination of quantitative or qualitative data to establish your base line forecast

•

High precision statistical forecasting, no statistical background required –

Superior Bayesian-Markov forecast analytics•

Forecast based on attributes and characteristics•

Leverage Advanced Forecast Modeling for promotion lift decomposition and causal analysis

•

Evolve to real-time S&OP•

Profitably balance supply, demand, and budgets•

Align strategic and tactical plans•

Role based process, proactively managed via workflow

Analyst

Final Approver

Support planning the way your business worksOracle Demantra

Demand Management

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Demantra

Integration –

Demand Management


Oracle EBS





JDE E1


Demand Management

Demantra

Demand Management

Items, Orgs, etc

Shipments

Forecast Error

Demand Management

Demantra

Demand ManagementForecast


Production and Distribution Planning



SCBM Forecast (XML)

Items, Orgs, etc Calendars, Users

Shipments, Bookings, UOM, Currency, Conversion Rates, Price Lists

Demand Priority

Forecast

Forecast (XML)

6

0

500

1000

1500

2000

2500

3000

Week 1 Week 6 Week 11

Week

Cas

es

Actual

0

500

1000

1500

2000

2500

3000

Week 1 Week 6 Week 11

Week

Cas

es

CannibalizationForward buyingPantry loadingCompetitive switchingCategory growthBaselineActual

Net

lift

Baseline

Gross lift

Demand Management vs. Advanced Forecasting and Demand Modeling

Past Future Past Future

DM AFDM

Basic causal forecasting•

Shows the cumulative impact of multiple factors that impact demand

Adds advanced statistical analysis•

Breaks down the impact in to baseline (including trend, season, and causals), direct lift, indirect lift (cannibalization and halo), pre-effect (event anticipation), and post-effect (pantry loading)

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Evolve to Real-Time S&OP

•

Seeded templates for S&OP collaboration

•

Seeded consensus planning worksheets•

Easily tailored to your business

•

Configurable and extensible•

Collaborate at any level

•

Manage by exception instantly•

Exceptions and visual cues easily point to important issues immediately

•

Document all assumptions with a complete audit trail of decisions taken

•

Leverage POS data to alert planners to exceptions real time (versus batch month by month)

•

Integrated•

Seeded data streams integrated to EBS, SNO and ASCP for data commonly used in the process (production plan, on-hand, resource capacity, etc.)

Profitably balance supply, demand, and budgets

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Demantra

Integration –

Sales & Operations Planning


Oracle EBS





Sales & Operation Planning

Demantra

S&OP

ASCP data, Supply Plan members, SNO publish data files

Items, Orgs, etc Calendars, Users

Shipments, Bookings, UOM, Currency, Conversion Rates, Price Lists

PLUSSCI data and unit

cost

Consensus Forecast

SNO/ASCP

collections

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•

Collaboratively manage all funds, sales, and account planning

•

Sales forecasting by account/customer ship-to•

Predict and monitor trade fund spending•

Interactive promotion planning with what-if analysis of manufacturer and retailer impacts

•

Lift decomposition identifies promotion effects such as cannibalization and halo

•

Direct sales and external brokers and distributors

•

Profitably optimize future promotions•

Automatically selects best promotion strategy

•

Integration roadmap: E1•

Leverage DM integration for Items, Locations, Shipments•

Promotional Pricing integration to ensure correct order pricing and accurately track promotional spending and accruals

•

Settlement integration with A/R and A/P to resolve deductions and process claims

•

Integration roadmap: Siebel TPM

Demand Driven Predictive Trade Planning

CollaborationWorkbench

Single Source of Truth

Stakeholders

Marketing Sales FinanceSupply Chain

Customer Data

Products

Promotions

Claims

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JDEJDE

JDEJDE

Product Hierarchy

Customer Hierarchy

Sales Activity (Historical and Current)

Promotional Pricing(Off-Invoice & Bill-Back Allowances)

Volume Forecast

Actual Promotional Spending/Accruals

Deductions

Credit Memo / Write-Off / Chargeback

JDEJDE

Confirmation

Payment Requests

List Pricing and Standard Costing

Addressed by Demantra Demand Management Integration

Promotion History

Legacy Client TPM

System

Legacy Client TPM

System

ClaimsManual Entry

Manual Entry

Addressed During Implementation

Demantra

Integration –

Predictive Trade Planning to E1

Order Mgmt

A/P

A/R

PTPDemantra

Predictive Trade

Planning

DSMDemantra

Deductions and

Settlement Management

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Demantra

Integration –

Predictive Trade Planning to Siebel

Demantra PTP

Demantra PTP

Siebel TPM

Siebel TPM

Promotional Tactics Master List (manual)

Sales Activity (initial historical shipments load with nightly updates)

Promotions (initial historical load with nightly updates)

Volume Forecast (baseline shipments future 18 months)

Promotions –

Incremental Volume (current & planned)

Product Planning Hierarchy (initial full load with nightly incremental loads)

Time Period Definitions (manual)

Account Planning Hierarchy (initial full load with nightly incremental loads)

Pricing and Cost (future 18 months)

Fund Balances (current snapshot)

Plan Master (initial full load with nightly incremental loads)

Promotional Lift Coefficients (future 18 months)

Step 1: Feed of master data, sales activity, and promotional details from Siebel to Demantra.Step 2: Run forecasting engine in Demantra.Step 3: Feed of baseline forecast, promotional incremental volume, and lift coefficients from

Demantra to Siebel

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Roadmap: Business Transformation, not just S&OP

•

Best-in-class statistical forecasting improves baseline for Operations Plan and Sales Plan

•

Best-in-class financial planning, budgeting and forecasting provides visibility to revenue and cost targets

•

Aggregate and detailed planning and consumption analysis enable companies to pinpoint problems and opportunities at actionable level

•

Demantra “aligns”

financial plan from Hyperion to supply plan in EBS/ERP

•

Current statistical forecast compared to financial budget on continuous basis and exception generated with actionable detail

•

Integrated Siebel sales and promotions modeling provides instant

impact of demand shaping applied to close gaps

•

Potential revenue or profit short falls identified when something can be done about it

http://www.siebel.com/

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Oracle Demantra Product EBS JDE

Enterprise1 Siebel Peoplesoft Hyperion

Demand Management R11i10√R12

R8.12 √R8.11SP1√

R9.0Advanced Forecasting and Demand Modeling

Real-time Sales and Operations Planning

R12R11i10

R8.2 (Siebel Sales)

In planning

Predictive Trade Planning R8.12 R7.8

Trade Promotion Optimization

R8.12 R7.8

Deduction and Settlement Management

R8.12

Demantra

Product Integration Plan

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Demand Management Details

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Oracle Advanced Planning Complete E-Business Planning Solution

Collaborative Planning CP

Sales and Operations Planning

From short-term to long-term

From

det

ail t

o su

mm

ary

CPSC Exception Management

PSProduction Scheduling

ASCPDistribution Planning

GOPGlobal Order Promising

ASCPSupply Chain & Manufacturing Planning

IOInventory Optimization

DMDemand Management

SCISupply Chain Intelligence

DevelopMarketSellOrderPlan

Procure

Make

FulfillService

Maintain FinanceHR

ProjectsAll Product,

Customer,& Supplier

Information

SNONetwork Design

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EBS-Demantra DM Integration Description

The Integration of E-Business Suite & Demantra includes: •

Seeded collections from EBS into Demantra DM•

Shipment History, Booking History, Returns History•

Manufacturing & Fiscal calendars•

Units of Measure•

Price Lists, Currencies, Currency Conversion Rates•

Level Values for seeded Hierarchies & Levels:Item Levels•

Product Category: Item > Category•

Product Family: Item > Product Family•

Demand Class: Demand ClassLocation Levels•

Zone: Site > Trading Partner Zone > Zone•

Customer Class: Site > Account > Customer > Customer Class•

Business Group: Organization > Operating Unit > Bus Group •

Legal Entity: Organization > Legal Entity•

Sales Channel: Sales Channel

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•

Legacy collections to support bringing in historical data and dimensional data from Legacy systems into DM •

Shipment & Booking History•

Level Members•

Some customization is required to collect Sales Channel, Customer, Fiscal Calendar & to specify the Category Set

•

Support for multiple source instances•

Item A from Instance 1 & Item A from Instance 2 are treated as the same item

•

The items & parents collected are determined by profiles:•

Master Category Set•

Master Org

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•

Output from DM to E-Business Suite includes:•

Forecasts to

•

Advanced Supply Chain Planning•


•

Strategic Network Optimization•


•

Forecast accuracy to Inventory Optimization•

Forecast priority to Advanced Supply Chain Planning

•

APS and Demantra must be on the same database instance in order for Demantra to output forecasts to ASCP, IO, SNO, PS

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•

Supported configurations •

One or more EBS 11i10 sources instances + one or more legacy instances, separate 11i10 APS/Demantra destination instance

•

Consolidated 11i10 EBS source / APS / Demantra instance•

One or more EBS 11i10 source instances + one or more legacy instances, separate 11i10 Demantra instance (no other APS products)

•

Consolidated 11i10 EBS source / Demantra instance (no other APS products)

•

Supported database versions are Oracle 9i and Oracle 10g

•

Future plans include support for R12 and for configurations with R12 as the destination and 11i10 as the source

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Consolidated 11i10 EBS source / APS / Demantra DM instance

Consolidated 11i10 EBS source /Demantra instance

Demantra

EBS

Transactional

Applications Flat file Loads

DemantraStaging

External Fileor DB View

Single EBS/DM Instance

Single EBS/APS/DM Instance

Demantra

ODS

ASCP IO

EBS

Transactional

Applications

SNO

Flat file Loads

DemantraStaging

Shipments,Bookings, UOM, Currency, Price Lists

Forecast, Forecast Accuracy, Demand Priority

Items, Orgs etc., Calendars

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APS Planning Instance

Demantra

ODS

EBS Source

ASCP IO SNOFlat file Loads

Demantra Staging

One or more EBS 11i10 sources/One or more Legacy instances /Separate 11i10 APS/Demantra destination instance

Demantra Instance

DemantraEBS

SourceFlat file Loads

Demantra Staging

External Fileor DB View

One or more EBS 11i10 sources/One or more Legacy instances /Separate Demantra destinationinstance

Shipments, Bookings, UOM, Currency, Price Lists

Forecast, Forecast Accuracy, Demand Priority

Items, Orgs etc., Calendars

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Run Collection for Shipment & Booking

AutomaticallyLaunch

Download?

Run Collection forPrice List,

Returns History

Demantra LoadCompletes

Yes

No

Automated process

EBS-Demantra DM Integration Setup and Process

SETUP PROCESS

DownloadRuns Automatically

Run Standard Collection

Set up Instances

Designate CalendarsFor use in DM

Designate Price ListsFor use in DM

DesignateNew Products (if required)

To appear in DM

Run appropriateDownload Workflow for Price List, Returns, &Full Download if Auto=NO

Run Standard Collection

Run Collection forCurrency Conv.,

UOM Conv.

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EBS-Demantra DM Integration

Loads reference data from EBS

Loads EBS data into DM Staging tables

Loads data from Legacy Systems into DM Staging

•

After Instances have been setup, Standard Collections run and Calendars, Price Lists & Calendars setup, run the appropriate collections processes

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•

Workflow Manager gives the Admin access to the workflows that download data, calculate the forecast, upload data etc.

•

Additional workflows can be created as needed

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•

After Setup & Collections are complete, Admin launches the Forecast Calculation & Approval Process workflow

•

At completion, the Planning Group workflow is automatically invoked to notify the Demand Analysts the forecast is available

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•

Once the forecast is approved, the Admin can upload the forecast, forecast accuracy and forecast priority to ASCP, IO, SNO & PS

•

The Workflow invokes an export integration profile to upload a global or local forecast to EBS

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•

Local Forecast• Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority•

Output Levels: Item, Org, Week•

Global Zone Forecast•

Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority•

Output Levels: Item, Zone, Week•

Local Forecast with Demand Class•


Output Levels: Item, Org, Week, Demand Class•

Global Zone Forecast with Demand Class•


Output Levels: Item, Zone, Week, Demand Class

The exported dataset is determined by the export integration profile

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•

Admin can create additional import integration profiles to download custom series

•

Admin can also create additional export integration profiles to upload series; however the following naming convention must be followed for Series’

internal names:

•

Forecast: FCST_•

Priority: PRTY_•

Forecast accuracy MAPE: ACRY_MAPE_•

Destination key: DKEY_

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EBS-Demantra DM Application Description

•

Demand Management offers:•

Statistical forecasting, reporting, analysis, collaboration, exceptions, internal and external collaboration

•

Preseeded components•

Levels, hierarchies, data series•

Preseeded worksheets•

Demand Analysis & Waterfall Analysis•

Preseeded workflows •

Analyst notification & Approval process•

Forecast archiving to preserve current period’s forecast•

Process run manually or can be scheduled•

Access to series, levels and menus based on security settings for groups and users

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EBS-Demantra DM Application Description

•

Workbench organizes the Analyst’s information•

Select from seeded & custom worksheets•

View notifications and assigned tasks•

View online status of the collaboration group

•

Seeded worksheets in Demand Management offer a consolidated view of history, statistical forecast, overrides, final forecast, final approval and forecast accuracy

•

Analysts can run ad-hoc

forecast simulations

•

Analysts can create & share worksheets

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Admin customizesWorkflows

(One time only)

Admin runs/schedulesForecast Calculation& Approval Workflow

Analysts review &modify forecast

Analyst checks offTask as done when analysis complete

Yes

No –

MgrSends email

Automated process

EBS-Demantra DM Application Setup and Process

Admin sets up security& User Groups

(First time only orto modify groups)

SETUP PROCESS

Analysts receiveNotification from

Forecast & ApprovalWorkflow

ForecastApproved

Manager receivesNotification to

approve/disapproveAnalyst changes

Admin receivesNotification the

Forecast is readyfor upload

Analysts review &Modify forecast

Send email to Manager

Admin runs Archive Process and/or Upload

as needed

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EBS-Demantra DM Application Create/Modify Users

•

System Administrator creates a new user in E-Business Suite with the relevant responsibility:

•

Demand Management System Administrator•

Demand Analyst•

User is automatically created in Oracle Demantra

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EBS-Demantra DM Application Analyst Overview

•

Analysts are notified when the forecast is available for review

•

Analysts manage or view forecasts and demand by starting Demand Management Workbench

•

Seeded worksheets with the necessary series for analysis and modification of the forecast are available for the analyst at the beginning of each cycle.

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•

Select Demand Analyst responsibility and Demand Management Workbench to start Oracle Demantra

•

The Collaborator Workbench displays; note the 4 panes of information

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•

Analysts can start their review by selecting a Waterfall Analysis worksheet to determine the accuracy of previous forecasts

•

Use the members browser to select the Category/Org combinations and review the actuals to forecast data

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EBS-Demantra DM Application Final Approver Overview

•

When satisfied with the forecast, the Final Approval checkbox is

checked which locks the forecast

•

The My Tasks checkbox is also checked to notify the Sys Admin the forecast is available for upload

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•

Once the forecast is approved, the Admin can upload the forecast, forecast accuracy and forecast priority to ASCP, IO, SNO & PS

•

The Workflow invokes an export integration profile to upload a global or local forecast to E-Business Suite

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Additional Resources For Customers and Partners

•

For More Information about our Products•

http://www.oracle.com/products/

•

For More Information about Education•

http://www.oracle/com/education/

•

For More Information about Support•

http://www.oracle.com/support/

•

For MetaLink Information:•

http://metalink.oracle.com/

•

Oracle Product Documentation:•

http://www.oracle.com/technology/documentation/applications.html

http://www.oracle.com/products/

http://www.oracle/com/education/

http://www.oracle.com/support/

http://metalink.oracle.com/

http://www.oracle.com/technology/documentation/applications.html

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Q U E S T I O N SA N S W E R S

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Documents

Demantra Overview