<Insert Picture Here> Oracle Business Intelligence Strategy and Roadmap

Transcription

1 <Insert Picture Here> Oracle Business Intelligence Strategy and Roadmap Paul Rodwick VP, BI Product Management

2 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. 2

3 BI Product Strategy Drivers From: Analysts Historical data Fragmented view Reporting results Analytic tools To: Pervasive use Real-time, predictive data Unified, enterprise view Insight-driven business process optimization Unified infrastructure and prebuilt analytic solutions 3

4 BI is the Analytical Foundation for EPM Oracle Leading in the Confluence of BI and EPM EPM Link strategies to plans and execution Monitor financial and operational results against goals, and apply analytics to Drive enterprise-wide performance improvement BI Monitor Detect Integrate Analyze Calculate Report Guide Model Visualize Predict Alert Drive Action 4

5 Oracle s Enterprise Performance Management System EPM Workspace Performance Management Applications BI BI Applications Business Intelligence Foundation Fusion Middleware OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process 5

6 Highly Scalable BI Foundation EPM Workspace Performance Management Applications BI Applications BUSINESS INTELLIGENCE FOUNDATION Common Enterprise Information Model Essbase BI Server Predictive Analytics Fusion Middleware OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process 6

7 Common Enterprise Information Model Enables Consistency, Security, Reuse, Flexibility PRESENTATION LAYER User roles, preferences Simplified view Logical SQL interface Role-Based Views of the Information Relevant to the User SEMANTIC OBJECT LAYER Dimensions Hierarchies Measures Calculations Aggregation Rules Time Series Consistent Definition of Business Measures, Metrics, Calculations PHYSICAL LAYER Map Physical Data Connections Schema Model Once, Deploy Everywhere Across Any Data Sources 7

8 Pervasive Information Access One Platform, One Model, Multiple Delivery Channels Data Integration Ad-hoc Analysis Interactive Dashboards Essbase Reporting & Publishing Proactive Detection and Alerts Disconnected & Mobile Analytics MS Office & Outlook Integration Common Enterprise Information Model BI Server Integrated Security, User Management, Personalization Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services OLTP & ODS Systems Data Warehouse Data Mart Essbase SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process 8

9 Essbase OLAP Server Speed-of-Thought Analytics ESSBASE FEATURES Fast speed-of-thought calculations Leading Excel user interface Visual analysis Broad set of analytic functions Financial and time intelligence Calculation power Optimized storage Trickle feed Enterprise scale UNIQUELY SUITED FOR THESE APPLICATIONS What-if Forward-looking Multi-user scenario modeling Planning Allocations End user custom analytics 9 9

10 Oracle s Unified BI Foundation Meeting the full continuum of BI needs Essbase Common Enterprise Information Model What-if Scenario modeling User crafted analysis Predictive analytics Consistent definitions Role-based views Model-driven Oracle BI Suite EE Plus Interactive Dashboards Ad hoc query Report publishing Alerts 10

11 Oracle Real-Time Decisions RTD Enables Adaptive Business Processes Business Processes Process learns and continuously optimizes in real-time based on closed loop information Analytic decisions are taken for each interaction Process data & context Process decision point & feedback Oracle RTD Server Real-time Business Rules & Self-Learning Predictive Models Decisions based on rules and predictive models Optimizes across conflicting business process goals Inputs Enterprise Information Model Process leverages common data model of real-time and historical data Decisions based on facts, context, analytic insights 11

12 Comprehensive BI Applications EPM Workspace Performance Management Applications Sales Svcs. Mktg. BI APPLICATIONS Contact Center Order Mgmt. Supply Chain HR Finance Business Intelligence Foundation Fusion Middleware OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process 12

13 Oracle BI Applications The Industry s Leading Business Insight Suite Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector Travel & Trans Sales Service & Contact Center Marketing Order Management & Fulfillment Supply Chain Financials Human Resources Pipeline Analysis Churn Propensity Campaign Scorecard Order Linearity Supplier Performance A/R & A/P Analysis Employee Productivity Triangulated Forecasting Sales Team Effectiveness Customer Satisfaction Resolution Rates Response Rates Product Propensity Orders vs. Available Inventory Cycle Time Analysis Spend Analysis Procurement Cycle Times GL / Balance Sheet Analysis Customer & Product Profitability Compensation Analysis HR Compliance Reporting Up-sell / Cross-sell Service Rep Effectiveness Loyalty and Attrition Backlog Analysis Inventory Availability P&L Analysis Workforce Profile Cycle Time Analysis Service Cost Analysis Market Basket Analysis Fulfillment Status Employee Expenses Expense Management Turnover Trends Lead Conversion Service Trends Campaign ROI Customer Receivables BOM Analysis Cash Flow Analysis Return on Human Capital Prebuilt adapters: Other Operational & Analytic Sources Oracle BI Suite Enterprise Edition 13

14 It s Not Just About Reports Value of BI Apps lies under the surface COMPLETE BI SOLUTIONS ARE MUCH MORE THAN JUST DASHBOARDS DASHBOARDS Visible PLUMBING Under the Surface Significant time, resources and expertise required Data warehouse design Data mapping & transformation from multiple applications Analytic models, KPIs, metrics Much more 14

15 Oracle BI Applications Insight for Today s Applications and for Fusion Adds insight layer to existing IT assets Ideal for multi-instance and heterogeneous environments Same technology, same BI applications to be used for Fusion Applications SAP Supply Chain Oracle EBS Financials Oracle BI Applications Oracle Fusion Applications Siebel CRM PeopleSoft HR 15

16 Leverage Fusion Middleware EPM Workspace Performance Management Applications BI Applications Business Intelligence Foundation FUSION MIDDLEWARE SOA Data Quality Data Integration MDM Identity Management Content Management Business Process Management OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process 16

17 <Insert Picture Here> Oracle BI Roadmap and Selected Investment Areas 17

18 OBI + Hyperion Integration Releases Hyperion EPM IR-Essbase integration Oracle Branding Oracle integration Hyperion EPM x SmartSpace SmartView Office 2007 EPM System 11 Major release Oracle integration Calc Manager Essbase Studio Profitability Mgmt EPM System 11 Localization Release Next EPM/BI Release OBI EE OBI EE x Essbase integration Available Now OBI EE Discoverer to BI EE Migration Workspace Integration SmartSpace Integration OBI EE 11g Major release Hyperion integration Action Framework Advanced Visualization Major Integration Release "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" 18

19 Oracle BI EE 11g at a Glance BI SE to BI EE Migration Answers Plus MLS and double column support Fusions Business Components Select Physical Analytic Workspace Admin Tool support Server Credential Stored Framework (CSF) JAAS integration User Population Integration Native Windows 64 bit support Admin Tool Wizard Admin Tool Expression builder UI Caching Enhancements - combined cached results Multi-App Support Server Process Control Service Fusion Clustering Logging Framework (ODL) Runtime Time series and Level-based measures Data Mart Automation for Analytics Workspaces Data Mart Automation Parallel Load Data Mart Automation Auto-Indexing Data Mart Automation for Essbase Oracle 11g Lightweight session support BI Server integration with Hyperion Workspace HFM gateway Support for ReadOnly RDBMS FMW Audit framework Externalization of properties Portable Cache storage Near Zero Downtime Analytic Workspace Access Selections and Custom Aggregates Value, Ragged and Skip level hierarchies Maximize Answers query shipping to MDX sources Support for Custom Members Linux 64-bit Port XML based metadata API EBusiness Suite Action Link Formatter Workflow Services Integration Fusion Systems Management Backup & Recovery Install Cloning Patching BI: SAW Fusion BI View Components Pervasive Double Column Support Answers Plus (Framework) Answers Pivot View Answers Plus (User Interfaces) Publishing and Reporting UI Integration Programmatic VO against OracleBI Server Unified and Enhanced Prompting Presentation Services KPI Support Briefing Books to PDF Format Enhanced Action Links Answers Geographical Mapping View BLAF+ Compliance Oracle chart component My Dashboard template Scorecard Visualization Enhancements Disco content into BI Dashboards Enhanced Action Links Dashboard Interaction Unified Framework Formula Template Enhancements Prompted Segmentation Integrate BI PS with Hyperion S9 Workspace Integrate BI PS with Hyperion Smart Space Slider Dashboard Prompt Specify Master/Detail Relationships Simple Subject Area Online Report Builder Advanced Print Service Oracle Reports Migration Tool BI Publisher - JDeveloper integration Word Template Builder Enhancements RTF Master Template BI Office support for Writeback Data Template UI Query Builder support for Physical Select BI Excel Addin Enhancements BI PPT Addin Enhancements Reporting solutions for AS products BI Publisher FMW (AS) integration BI Publisher Hyperion Integration "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" 19

20 Oracle-Essbase Integration 20

21 Essbase as source to OBIEE Available now in OBIEE Ad hoc Analysis OLTP & ODS Systems Interactive Dashboards Reporting & Publishing Common Enterprise Information Model BI Server Data Warehouse Data Mart Files Excel XML Proactive Detection and Alerts + MS Office & Outlook Essbase For OBI Customer Access all data managed by Essbase Essbase data can participate in Common Enterprise Information Model For Essbase Customer Essbase data and calculations made available to OBIEE users "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" 21

22 OBIEE as Source to Essbase Available now (Essbase Studio in EPM System 11) Essbase Common Enterprise Information Model OLTP & ODS Systems BI Server Essbase Studio Data Warehouse Data Mart Files Excel XML For Essbase Customer Essbase can access all sources mapped into Common Enterprise Information Model Essbase drill through to the OBIEE-mapped data Essbase Studio can map OBIEE data for Essbase use Essbase can use OBI Apps as a data source For OBI Customer Essbase what-if can be applied to OBIEE-mapped data 22

23 SmartView for Essbase and OBIEE Available with EPM System 11 SmartView For SmartView User Natively access Essbase and OBIEE data in single UI Common Enterprise Information Model BI Server OLTP & ODS Systems Data Warehouse Data Mart Files Excel XML + 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" 23

24 Native RDBMS Essbase as Performance Accelerator for OBIEE and OBI Apps Available with OBIEE 11g Common Enterprise Information Model BI Server BI Server automatically uses aggregates or cubes for performance Data Warehouse ESSBASE BI Apps or any DW or OLTP schema A sound aggregation strategy can transparently improve end-user query performance by many orders of magnitude 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 TCO OBIEE 11g Autogenerate cubes for Essbase and Oracle OLAP option "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" 24

25 Two Views of Same Data Available to Implement Now Ad hoc Analysis Interactive Reporting & Dashboards Publishing Proactive Detection and Alerts SmartView MS Office Same data available to Essbase and BI Server Common Enterprise Information Model Native RDBMS BI Server Data Warehouse Essbase BI Apps or any DW or OLTP schema For Pervasive Business Use Simplified logical view Role-based interactive dashboards Proactive alerts MS Office access For Analysts Speed-of-thought analytics Modeling, Planning, Allocations One-day, throw-away applications "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" 25

26 Answers+ in in OBIEE 11g 11g Member Selection Calculated Members Hierarchical Calculations Custom Aggregates For For both OLAP and and Relational Sources Optimized for for Essbase 26

27 Interactivity and Visualization 27

28 OBI EE Personalized Start Page (OBI EE 11g) 28

29 Spatial data data OBI OBI EE EE Dashboards and and Answers Variety of of mapping visualizations Interactive map map controls Multiple layers Global digital map map data data provided by by NAVTEQ 29 29

30 Oracle BI Applications 30

31 Oracle BI Apps Roadmap Oracle BI Applications 7.9 Unified enterprise data model Enhanced DAC Leverages OBI EE 10gR3 Translation to 15 languages Oracle BI Applications Certify SEBL 8.0 adapter Oracle BI Applications Profitability Analytics for OFSA Oracle BI Applications Certify PSFT Financials 8.4 / 8.8 and PSFT HR 8.8 FSPA Enhancements Oracle BI Applications Certify Oracle EBS R12 Oracle BI Applications Certify PSFT Financials 8.9, 9.0 and PSFT HR 8.9, 9.0 Informatica PowerCenter SP4 Oracle BI Applications 7.9.x & 11g Next Generation BI Apps Certify Additional Adapters New Application Content Oracle BI Apps for Fusion Applications "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" 31

32 Oracle BI Apps Now Available Unified multi-source data model Enhanced user experience Data Warehouse Administration Console Expanded deployment options Support for Siebel CRM 6.x, 7.5.x, 7.7.x, 7.8.x, 8.0.x Support for Oracle EBS ERP 11i8, 11i9, 11i10 and R12 Support for PSFT Financials 8.4, 8.8, 8.9, 9.0 and HR 8.8, 8.9, 9.0 Tightly Integrated with Oracle Applications Full localization Translation to 28 languages Certified on Informatica PowerCenter SP4 32

33 ETL Statement of Direction Oracle BI Applications leverage best of breed ETL Informatica and Oracle Data Integrator to be supported Informatica PowerCenter Informatica use: any sources, any extension of BI Applications, must be used to target BI Applications Oracle Data Integrator (ODI) Plan to offer as alternative to Informatica Ongoing support for both Informatica and ODI "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" 33

34 Oracle BI Applications Roadmap Items Fixed Assets Analytics Projects Analytics Procurement & Spend Analytics for PeopleSoft Financial Analytics (GL only) Integrated with Essbase Spend Analytics Enhancements Enhancements in the HR Area Recruiting Benefits Training JD Edwards Adapter Prebuilt ETL adapter for JD Edwards Enterprise. Financial Analytics only in this version. Deployment Options ODI ELT Adapters DB2 9.1 support Teradata v12 / v13 support "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" 34

35 Oracle Discoverer 35

36 Oracle BI Discoverer Roadmap Summary 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 36

37 BI and Business Processes 37

38 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 BPEL, ESB Oracle BI Oracle BI & BAM BPEL, ESB Insight-driven business processes Decision points in a workflow are driven by analytics Generate and Deliver reports and alerts from BPEL Workflows BPEL, ESB Oracle BI 38

39 OBI EE 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 "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" 39

40 Insight Into Action Invoking Business Processes from BI Dashboards "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" 40

41 Business Component Read/Write-Back Enriched writeback support in BI EE 11g Automatically generate forms from BI Views Read and update transactional systems (via business components) "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" 41

42 Proven Scalability and Flexibility Over 1 million users 15 Terabytes 10,000+ users 15 Terabytes 7,000+ US users 12,000 6,500 disconnected 20,000 users 55,000 7,500+ users 14+ Terabytes Teradata, DB2, SQL Server 20,000 users 40, Terabytes 14,500 users 40,000 users worldwide 6 Terabytes 7,000 users, over 90% of all employees 4,500 users 50, Terabytes 42

43 Business Intelligence Customers Business Analytic Tools and Applications - Select References Communications Public Sector Finance / Banking Consumer Goods High Tech Retail Aero / Industrial Insurance / Health Life Sciences Travel & Transport 43

44 44

45 45