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Sid Goel – Partner & BI ArchitectKusal Swarnakar – Partner & SMESid Singh – Solution Architect
Bookings, Billings & Backlog (BBB) Analysis
Sid Goel is a Partner and BI Architect at KPI Partners and has over ten years of BI experience including being part of the original product team for Oracle’s BI Applications product.
Kusal Swarnakar is a Partner and subject matter expert on Supply Chain and Financial Analytics and has been part of multiple BBB projects across a variety of industries.
Sid Singh is a Solution Architect and has successfully lead a number of Supply Chain and Order Management Analytics projects. Sid was the lead consultant for the Order Management Analytics deployment that was awarded the Oracle Titan Award by Oracle this year.
Introductions
Introductions and Objectives (2 minutes) Who is KPI Partners? (3 minutes)
Business value of BBB Analysis (15
minutes) How can Oracle Order Management and
Financial Analytics provide a quick win? (5 minutes)
Demo of BBB Analytics using Oracle Order Management and Financial Analytics (15 minutes)
Case Studies (5 minutes) Q&A (15 minutes)
Agenda
There are three objective of this webinar
1. What is Booking, Billing and Backlog (BBB) Analysis
2. How can Oracle order management and Financial Analytics solve the problem and can provide a quick win
3. How do I get there in terms of an implementation plan?
Objectives
Who is KPI?
The most experienced Oracle BI & EPM Implementation Partner Winner of 2011 Oracle Titan Award for Oracle BI
Applications - $14m ROI ! Onsite, offshore and blended on-site/off-shore
delivery model Oracle BI Apps Quick Start Packages Training through KPI University Many KPI consultants part of Oracle BI
Engineering team. Exclusive Oracle BI offerings:
Who is KPI Partners?www.kpipartners.com
Quick Look: Financial Analytics Best Practices
Fixed Asset Analytics Depot Repair Analytics
Student Information AnalyticsSalesForce.com Analytics
The Leader in Oracle BIWho is KPI?
180+ Consultants, 115 Customers, Over 350 BI Projects
Business Value of BBB Analysis
What is Bookings, Billings and Backlog - Process Flow
New Sales Order
Order Booking
Pick Release Ship InvoiceInventory
Receipt
Backlog Happens when an Order Can’t be Fulfilled On
Time
Fulfill From Inventory?
Manufacture Order
Update Order Status
General Ledger
Profit & LossStatement
BookingsOrder Fulfillment and BacklogBillingsGeneral Ledger (Financials)
Backlog higher than
normal
Bookings going up
Lack of inventory causing delayed
shipments
Backlog lower than
normalMfg or Order
Fulfillment efficiency has improved
Can operations handle the increased orders?
Bookings going down
BookingsBacklog
Scenario 1: Backlog Driven
Net Bookings are going
down
Lower sales, more
cancellations, etc.
Booking margins
are going down
Too much discounting ,
rebates or promotions
Booking to Inventory Relationship
Example: Is my lack of inventory for a particular
product or geography causing order cancellations
Scenario 2: Bookings Driven
Bookings Backlog
Billing is going down Bookings are
up/down due to a product life
cycle, customer or geography
issue?
Backlog going up and we can’t bill for unshipped
orders
Scenario 3: Billing Driven
Billing is going up
Backlog going down which means
we can bill for shipped orders
Billings BacklogBookings
Top 3 Challenges in BBB Analysis
Challenge 1: Multiple ERP Modules or Multiple ERP Systems
BookingsData
Sources
LEGACY
EBS
PSFT
DWBillings
Order Fulfillment and Backlog
Financials
ExcelExcel
ExcelExcel
ExcelExcel
ExcelExcel
ExcelExcel
Excel
Excel
Excel
Excel
Excel
Excel
Excel
Excel
Challenge 2: Time and Cost to Build Integrated Data Warehouse
OE_ORDER_HEADERS_ALL
MTL
_SYS
TEM
_ITE
MS
OE_ORDER_HOLDSOE
_TR
AN
SA
CT
ION
_TY
PE
S
OE_SALES_C
RED
ITS
OE_ORDER_LINES_ALL
RA
_TE
RR
ITO
RIE
S
Transform
Complex normalized data become business centric de-normalized reporting
objects.
FN
D_F
LEX
_VALU
E_S
ET
S
FND_DESCRIPTIVE_FLEXS
OE_ORDER_HEADERS_ALL
MTL_CATEGORY_SETS
MT
L_
CA
TE
GO
RIE
SMTL
_SYST
EM_I
TEM
S
OE_ORDER_HOLDS
OE
_TR
AN
SA
CT
ION
_TY
PE
SOE_SA
LES_CR
EDITS
OE_ORDER_LINES_ALL
RA
_TE
RR
ITO
RIE
S
RA_CUSTOMER_TRX_LINESRA_CUSTOMER_TRX
GL_PERIODS
FN
D_F
LE
X_VA
LU
E_S
ET
S
FND_DESCRIPTIVE_FLEXS
Order Booking
Order Picking
Order Shipping
Order Invoicing
Inventory
GL Revenue
Order Backlog
• Currency conversion rules• Common master data
ERP System (s) BBB Analysis
Challenge 3: Use a World Class BI Tool
Ability to drill down from Summary to detailed reporting
Ability to trend
Easy way to compare bookings, billings and backlogs side by side
Ad –hoc capability
Oracle Supply Chain and Financial Analytics Meets All
3 Challenges
Oracle BI Apps supports All BBB ERP Modules and Multiple ERP Systems
Bookings
LEGACY
PSFT
DW
Billings
Order Fulfillment and Backlog
Financials
Self Service
Oracle Supply Chain and FinancialAnalytics
User Interfaces
Alerts
Dashboards
Static Reports
Data Sources
EBS
DW
PSFT
DW
EBS
Legacy
Oracle BI Apps is Fast Time to Value and Lowest Implementation Cost
Pre-integrated data model for Bookings, Billings, Backlog and Financials
Pre-built connectors for EBS, Peoplesoft, JDE and Universal Adapter for non-Oracle ERP’s
Pre-built metrics and dashboards and BBB best practices
Oracle BI Apps uses World Class OBIEE Reporting Tool
100% web-based
Full ad-hoc capability
Variety of report output styles
Security and UI integrated with source ERP applications (EBS, PSFT, JDE)
Demo of BBB analytics
Oracle Supply Chain Analytics and Financial Analytics Demonstration
Part 1: Deep analysis of bookings, billings and backlog individually
Part 2: Integrated view of bookings, billing and backlog (Connect the Dots)
Part 3: Ad-hoc capability to answer additional business questions with a total of 31 Subject Areas
Typical Implementation Cycle and Customer Case Study
KPI Partners Implementation Methodology for Oracle BI Apps
Oracle BI Apps Deployment Phases Vision Workshop Requirement Gathering Design Develop Deploy Evolve
Typical Implementation Cycle: Oracle BI Apps
Cost and timeline for custom DW instead of Oracle BI Apps solution is typically 2 to 3 times
Case Study: High Tech Manufacturing Company
Success Stories
Company: $1b+ in sales for high tech networking productsBusiness Challenge:
①Analyze bookings (including POS Sales data) data with forecast
②Analyze inventory supply and balance to understand backlog
③Proactively Monitor book to ship ratio and book to bill ratio
④Connect the dots and analyze the dots
What KPI Delivered: ①Integrated bookings billings backlog dashboards sourced from EBS and Demantra and POS
Business Benefits:①Increased forecast accuracy and improve inventory turn
②Properly plan retail store inventory-on-hand penetration
At A Glance
Oracle BI EE & BI Apps 7962
ERP: EBS 11.5.10 Oracle 11g
database
Q&A and Next Steps
Contact your Oracle Rep for Oracle BI Apps info
To contact KPI Partners
① Web: http://www.kpipartners.com/Contact
② Tel: (510) 818-9480
For more BBB and Oracle BI Success Stories① http://www.kpipartners.com/latest-thinking/case-studies/
For free OBIEE training from KPI University① http://www.kpipartners.com/university/free-courses/
For Further Informationwww.kpipartners.com
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