Oracle Project Analytics 8:30 – 9:30 Oracle Report Manager 9:30 – 10:00 Brad Holzer Larry Enright

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Oracle Project Analytics 8:30 – 9:30Oracle Report Manager 9:30 – 10:00

Brad HolzerLarry Enright

© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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"

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 Project Analytics

Brad HolzerSenior Sales Consultant



Program Agenda

• Oracle EPM & BI Overview

• Value of Prebuilt Oracle BI Applications

• Project Analytics Demonstration

• Dashboards & Reports

• Ad Hoc Reporting

• Q&A

Who’d you vote for?

© 2006 Oracle Corporation – Proprietary and Confidential

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Oracle BI ApplicationsComplete, Pre-built, Best Practice Analytics

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy

FinancialServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

and Other Operational & Analytic SourcesSource adapters:

MarketingProcurement

& Spend

Supply Chain & Order

ManagementFinancials

HumanResources

PipelineAnalysis

ForecastAccuracy

Sales Team Effectiveness

Up-sell/ Cross-sell

Cycle Times

Lead Conversion

Employee Productivity

Compensation

Compliance Reporting

WorkforceProfile

RetentionAnalysis

Return on Human Capital

General Ledger

AccountsReceivable

AccountsPayable

Cash Flow

Profitability

ExpenseManagement

Revenue andBacklog

Inventory

FulfillmentStatus

CustomerStatus

Order Cycle Time

BOM Analysis

Direct / Indirect Spend

Buyer Productivity

Off Contract Purchases

Supplier Performance

Purchase Cycle Time

Employee Expenses

Campaign Effectiveness

CustomerInsight

Product Propensity

Loyalty &Attrition

Market Basket Analysis

Campaign ROI

Service &Contact Center

ServiceEffectiveness

Customer Satisfaction

ResolutionRates

Service RepEfficiency

Service Cost

Churn & Service Trends

Oracle BI Suite Enterprise Edition Plus

SalesProjects

Funding &Agreements

BudgetsAnalysis

Revenue Analysis

Billing Analysis

Cost Analysis

ProfitabilityAnalysis


•EPM comprises all performance-related strategic, financial, and operational management processes an organization undertakes.

•EPM consists of all methodologies, systems, metric

and structures to support the management processes.

An enterprise performance management (EPM) system brings the management processes under a single umbrella, connecting financial and operational decisions and ctivities with transactional systems to form a comprehensive management picture.

Only an EPM system, which includes operational BI applications as well as financial performance management

applications, can create that critical link between the operational systems and management systems that enables insight to action.

BI Applications

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsPerformance Management

Applications

EPM WORKSPACE

Web AlertsOffice MobileDesktop Search

Enterprise Performance Management System

PERFORMANCE MANAGEMENT APPLICATIONS

StrategyManagement

BusinessPlanning

ProfitabilityManagement

FinancialReporting &Compliance

EPM Workspace

OLTP & ODSSystems



BusinessProcess

OLAP

Fusion Middleware


BI Applications

EPM Workspace

ExcelXML

Enterprise Performance Management SystemMarket Leading Applications


Comprehensive BI Applications

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP

Sales

Service Marketing Supply Chain & Order Mgmt

BI APPLICATIONS

Procurement & Spend

HR

FinanceContact Center

EPM Workspace

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Performance ManagementApplications

BUSINESS INTELLIGENCE FOUNDATION

Essbase BI Server Predictive Analytics

Common Enterprise Information Model

PERFORMANCE MANAGEMENT APPLICATIONS

StrategyManagement

BusinessPlanning

ProfitabilityManagement

FinancialReporting &Compliance

Sales Service Mrktg OrderMgmt.

BI APPLICATIONS

SupplyChain

HR FinanceProjects

Enterprise Performance Management SystemMarket Leading EPM & Comprehensive Analytic Applications

EPM Workspace

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP


BI ApplicationsPerformance Management

Applications

SOA

FUSION MIDDLEWARE

DataQuality

DataIntegration

MDM IdentityManagement

ContentManagement

Business ProcessManagement

Enterprise Performance Management System Leverages Fusion Middleware


Comprehensive BI Applications

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP

Sales

Service Marketing Supply Chain & Order Mgmt

BI APPLICATIONS

Procurement & Spend

HR

FinanceContact Center


Oracle Project AnalyticsSingle- and multi-source Analytic Apps Built on BI Suite EE

Oracle BI Applications

Sales

Service &

Contact Center

Marketing

Supply Chain &Order

Management

Procurement

and Spend

FinancialsHuman

Resources

PackagedETL Maps

UniversalAdapters

Legacy Project Management, Budget Management,

and AccountingSystems

DW Schema

Projects


Pre-mapped metadata, including embedded best practice calculations, and over 500 pre-built metrics for the project organization.

Presentation Layer Logical Business Mode Physical Sources

3

A “best practice” library of over 100 pre-built intelligence dashboards, reports and alerts for project managers, program managers, project accountants, and executives

4

Oracle Project Analytics

Pre-built warehouse with 7 star-schemas designed for analysis and reporting on Project funding, agreements, budgets, costing, billings, revenue, performance and profitability data.

1

Pre-built ETL to extract data from a large number of operational tables and load it into the DW, sourced from CRM, ERP, and other sources.

2



Travel& TransTravel


ComplexMfg

ComplexMfg

ConsumerSector



HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences




& Spend



HumanResources

PipelineAnalysis

ForecastAccuracy

Sales Team Effectiveness

Up-sell/ Cross-sell

Cycle Times

Lead Conversion


Compensation


WorkforceProfile

RetentionAnalysis


General Ledger

AccountsReceivable

AccountsPayable

Cash Flow

Profitability

ExpenseManagement

Revenue andBacklog

Inventory

FulfillmentStatus

CustomerStatus

Order Cycle Time

BOM Analysis


Buyer Productivity



Purchase Cycle Time

Employee Expenses


CustomerInsight

Product Propensity

Loyalty &Attrition


Campaign ROI




ResolutionRates


Service Cost



SalesProjects

Funding &Agreements

BudgetsAnalysis

Revenue Analysis

Billing Analysis

Cost Analysis




Travel& TransTravel


ComplexMfg

ComplexMfg

ConsumerSector



HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences




& Spend



HumanResources


Compensation


WorkforceProfile

RetentionAnalysis


General Ledger

AccountsReceivable

AccountsPayable

Cash Flow

Profitability

ExpenseManagement

Revenue andBacklog

Inventory

FulfillmentStatus

CustomerStatus

Order Cycle Time

BOM Analysis


Buyer Productivity



Purchase Cycle Time

Employee Expenses


CustomerInsight

Product Propensity

Loyalty &Attrition


Campaign ROI




ResolutionRates


Service Cost



SalesProjects

Funding &Agreements

BudgetsAnalysis

Revenue Analysis

Billing Analysis

Cost Analysis



Oracle Project Analytics: Business NeedDrive Intelligent Decisions With The Insight

• Improve Cash Flow - For a $200M project revenue based company, reducing receivables one day > $500k in cash flow

• Accelerate Deliveries - 10% acceleration of a 16 mo. project with 40% margin and est. rev of $20M = $1M Cash Flow

• Lower operational costs - Organization can save up to 30-60% in time dedicated to reporting/ communicating status

• Improve Margins by increasing visibility into change impact

• Reduce project & financial risk by drilling down and identifying underlying issues


DashboardDashboardPagesPages

DashboardsDashboards

RolesRoles

Flexible DashboardFlexible DashboardParametersParameters

Charts/GraphsCharts/Graphs

Reports based on Reports based on Multiple SourcesMultiple Sources

Integration with Integration with Financial AnalyticsFinancial Analytics

Integration with Procurement Integration with Procurement and Spend Analyticsand Spend Analytics


Decision Workflows – Actionable Analytics

Target effortsto reduce theproject costs

Why? What is the cost variance?

Improve Project Performance

Business Objectives/

Issues

GainInsights

TakeAction

Why? What is source ofvariance?

Who? Which resources is causing cost variances

Are Project costs under control?

Is Financial performance on target?

Drill toDetail

NOT REALLY

NO



Project Analytics

Demonstration


Report Manager OverviewLarry Enright – Applications Sales Consultant


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 decision. 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


First let me introduce myself

LarryLarry

DerekDerek

TammyTammy BrittniBrittni

DeanDean


Who is Larry Enright

Today Before

1980

College Graduate

1992

Oracle Applications

1995

Applications Consultant

2005

Joined Oracle


What else about Larry Enright

Today Before

Industry Experience

Oil & Gas, Manufacturing, Mining, Distribution,

Retail, Financial, Software

Oracle Applications

Customer

Over 10 Implementations(Character / Client Server

Web Based)

Customers

Revenue Over Billion to Under 50 Million

Before


Almost 30 year of IT experience


16 of those 30 years are with Oracle and Oracle Applications


Oracle isn’t the only team that I’m responsible for



Agenda

• Report Manager Overview• Repository Management• Submission Flows• User to Value Security• FSG Template Editor• Profile Options

• Demonstration• Questions and Answers


Report Manager OverviewRepository Management

• Capabilities• View Reports• Create SSWA

Menus• Update

Publishing Options

• Move Folders/Reports

• Add Folders• Archive/Delete

Reports/Folders


Report Manager OverviewFSG Submission

• Capabilities• Submit Defined

FSG Reports and publish to Report Manager Repository

• Can burst report through Content Set page expansion on a segment


Report Manager OverviewAd Hoc FSG Submission

• Capabilities• Submit Ad Hoc

FSG Report by selecting existing FSG components and publishing into the Repository


Report Manager OverviewStandard Report Submission (SRS)

• Capabilities• Submit SRS

Reports (XML Output) and publish to Repository

• Provides LOV for Report Parameters as defined in Applications


Report Manager OverviewFile Upload

• Capabilities• Upload 3rd Party

Files into the Repository


Report Manager OverviewReport Set/Request Set Publishing

• Capabilities• Publish

previously submitted Report Set or Request Set into the Repository

• Can save a template of publishing options to apply to a set whenever it is published


Report Manager OverviewUser to Value Security

• Capabilities• Security system

unique to the Report Manager application

• Controls what expanded values a user can view


Report Manager OverviewFSG Template Editor

• Capabilities• Create custom

Templates for FSG Reports

• A template is automatically generated generated based on the FSG Report Definition

• Provides interface to provide layout and control fonts, colours, etc.


Report Manager OverviewProfile Options

Profile Option Description

ADI: Allow Sysadmin to View all OutputWhen enabled, allows the system administrator to view all report output.

FRM: User To Value Owner Access

Set this profile option to Yes to allow users to add value sets to participate in the Security Workbench and give them the ability to grant owner access to users/values. When this profile option is set to No or is not set, users will not be able to add any participating value sets and will not have the ability to grant owner access.

FRM: Set Auto Archive Enter a positive integer to determine how many months into the future a report will be automatically archived.



Report Manager

Demonstration


For More Information

• Report Manager About Document• Metalink Note 378338.1

• Report Manager Users Guide



Questions & Answers

Documents

Oracle Project Analytics 8:30 – 9:30 Oracle Report Manager 9:30 – 10:00 Brad Holzer Larry Enright