<Insert Picture Here> Oracle Business Intelligence Roadmap and Strategy

Transcription

1 <Insert Picture Here> Oracle Business Intelligence Roadmap and Strategy Harnam Thandi APAC BI Domain Leader

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 Oracle BI Roadmap and Strategy Oracle BI Strategy An Enterprise Performance Management System Roadmap Pervasive BI and EPM Advanced Analytics and Visualization Lowering TCO Insight to Action <Insert Picture Here> 3

4 Oracle BI Roadmap and Strategy Oracle BI Strategy An Enterprise Performance Management System Roadmap Pervasive BI and EPM Advanced Analytics and Visualization Lowering TCO Insight to Action <Insert Picture Here> 4

5 What Customers Want for BI Oracle Business Intelligence Leads these Trends 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 5

6 Oracle s EPM System Vision Focus on Today and Plan for Tomorrow Link strategic goals to operational decisions Integrates all management processes Deliver consistent, reliable insights to drive action Lower costs and reduces system complexity Single version of the truth 6

7 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 7

8 Oracle s EPM System Architecture Concepts Pervasive Information Delivery Layer Comprehensive Applications Common Enterprise Information Model Powerful Analytic Technology Performance Management Applications EPM Workspace BI Applications Business Intelligence Foundation Hot-Pluggable Integration Any Combination of Data Sources OLTP & ODS Systems Data Warehouse Data Mart Fusion Middleware OLAP SAP, Oracle, Siebel, PeopleSoft Custom Excel XML Business Process 8

9 Pervasive Information Access Through a Multi-Channel EPM Workspace EPM WORKSPACE Desktop Web Search Office Alerts Mobile Performance Management Applications BI Applications Business Intelligence Foundation Fusion Middleware OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process 9

10 Market Leading Performance Management Applications EPM Workspace PERFORMANCE MANAGEMENT APPLICATIONS Strategy Management Business Planning Profitability Management Financial Reporting & Compliance 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 10

11 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 11

12 Most Comprehensive Suite of BI Applications 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 Plus 12

13 Dashboard Pages Roles Prebuilt BI Applications Highlighting Performance Measures Conditional Navigation Flexible View Selectors Reports based on Multiple Sources Prebuilt Reports with over 5200 metrics Guided Navigation 13

14 Speeds Time To Value and Lowers TCO Oracle BI Applications Build from Scratch with Traditional BI Tools Oracle BI Applications Training / Roll-out Define Metrics & Dashboards Faster deployment Lower TCO Assured business value DW Design Back-end ETL and Mapping Quarters or Years Training / Rollout Define Metrics & Dashboards DW Design Back-end ETL and Mapping Weeks or Months Easy to use, easy to adapt Role-based dashboards and thousands of pre-defined metrics Prebuilt DW design, adapts to your EDW Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis 14

15 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 15

16 Oracle BI Enterprise Edition Plus Best in Class, Business User Tools EPM WORKSPACE Interactive Dashboards Ad-hoc Analysis Desktop Gadgets Search Reporting & Publishing Proactive Detection & Alerts Disconnected & Mobile Analytics MS Office & Outlook Integration COMMON ENTERPRISE INFORMATION MODEL 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 OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process 16

17 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 17

18 Oracle BI Server Simplified, Powerful, Intelligence Across Sources Oracle BI and EPM and 3 rd party tools ORACLE BI EE PRESENTATION SERVICES OTHER THIRD PARTY TOOLS Simplified business model view Advanced calculation and integration engine Optimized data access ORACLE BI SERVER OPEN SQL INTERFACE Simplified Business View Unified Metadata Intelligent Caching Advanced Calculations Aggregate Navigation & Creation Federated Query and Integration Optimized SQL / Function Shipping Across any combination of relational, OLAP, other sources Native RDBMS Oracle SQL Server DB2 Teradata ODBC Multi-dimensional XMLA Oracle OLAP Option MS Analysis Services SAP BW Essbase Other XML, Excel Text 18 18

19 Proven Scalability and Flexibility Oracle BI EE Designed for Scale and Performance Optimized Native SQL Function shipping Parallel processing Aggregate navigation Clustering Intelligent caching Connection pooling Datamart automation Over 1 million 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 7,000 users, over 90% of employees 10,000+ users 15 Terabytes 20,000 users 40, ,500 users 40,000 users worldwide 6 Terabytes 4,500 users 50, Terabytes 19

20 Oracle s Hyperion Essbase OLAP Server Speed-of-Thought Analytics Richest Business User Experience Superior Tools for the Business User Broadest Analytic Functionality Speed-of-Thought Response Most Highly Advanced Calculation Engine Superior Calculation Power Comprehensive Library of Functions Extensive Financial and Time Intelligence Best Custom Analytic Environment Optimized Storage Enterprise-scale Forward Looking Applications Premium Performance 20 20

21 Hot-Pluggable with Existing IT Investments PORTALS DATA MINING APPLICATIONS DESKTOP TOOLS Any JSR 168 Portal Oracle Data Mining, SPSS, SAS Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards Excel, Outlook, Lotus Notes... Oracle Enterprise Performance Management System Oracle Business Intelligence Foundation SECURITY DATA ACCESS DATA INTEGRATION Oracle Kerberos iplanet MSFT AD Novell Custom Others... Oracle RDBMS Oracle OLAP Option Microsoft SQL Server Microsoft Analysis Services IBM DB2 Teradata Essbase SAP BW XML, Excel, Text Oracle Data Integrator (Sunopsis) Oracle Warehouse Builder Informatica Ascential Others... 21

22 Leverages 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 22

23 Oracle BI Roadmap and Strategy Oracle BI Strategy An Enterprise Performance Management System Roadmap Pervasive BI and EPM Advanced Analytics and Visualization Lowering TCO Insight to Action <Insert Picture Here> 23

24 Oracle BI Roadmap Drivers Provide integrated EPM System Protect, Extend, Evolve customers existing investments Enable pervasive BI Innovate in all areas of BI Remain standards-based and Hot-Pluggable Evolve to unified BI Foundation 24

25 OBI + Hyperion Integration Releases Hyperion EPM Hyperion EPM X Hyperion EPM 9.5 Hyperion EPM IR-Essbase integration Oracle Branding Oracle integration SmartSpace SmartView Office 2007 Major release Oracle integration Calc Manager Essbase Studio Profitability Mgmt Simultaneous Localization Release OBI EE 11g+ OBI EE OBI EE OBI EE 11g Major Integration Release Available Now Essbase integration Major release Hyperion integration Action Framework Advanced Visualization "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 Oracle Commitment to Hyperion Customers Enhance Value of Existing Investments Protect Hyperion Products will follow standard Oracle Lifetime Support Policies Extend Continued Investment in Hyperion Products and further integration with Oracle Products Evolve Deliver the industry s first Complete and Integrated Enterprise Performance Management System 26

27 One Solution for Enterprise BI Comprehensive Reporting, Analysis, Dashboards Hyperion BI Interactive Reporting Production Reporting Financial Reporting Web Analysis Oracle BI Suite Enterprise Edition Plus Oracle BI Suite Enterprise Edition 27

28 Oracle BI Roadmap and Strategy Oracle BI Strategy An Enterprise Performance Management System Roadmap Pervasive BI and EPM Advanced Analytics and Visualization Lowering TCO Insight to Action <Insert Picture Here> 28

29 EPM Workspace Integrates Management Processes into a Common Environment Single sign on Process integration with Planning and HFM User interface filtered by security Tabbed view of content One place for applications, reporting and administrative content 29

30 OBI EE Dashboards in EPM Workspace 30 30

31 Oracle EPM Smart Space Always-on The first personalized Desktop EPM information Information delivery Delivery solution for BI and EPM that uses desktop gadgets Always on Personalized Desktop Gadgets Collaboration 31

32 BI Search Google One Box and Oracle Secure Enterprise Search 32

33 OBI EE Personalized Start Page 33

34 Standalone Interactive Dashboards 34

35 BI in a Portal via JSR-168/WSRP 35

36 BI Integrated with EBS 36

37 BI Embedded within PeopleSoft Portal 37

38 BI Embedded Directly in Siebel Applications Pervasive Deployment Within a Siebel dashboard view Contextually, within a Siebel transactional view 38

39 Oracle BI Microsoft Office Integration Native integration with Office 2007 EXCEL-BASED DASHBOARDS NATIVE POWERPOINT CHARTS 39

40 Smart View Key Features Summary Continued Investment in Smart View Personalized Office analytics Report Designer OBI EE as a data source Word and PPT table/report authoring Copyright 2006, Hyperion. All rights reserved. 40

41 Enhanced Visualization for IR Continued investment in Interactive Reporting Gauges, Charts, Slider control Part of Dashboard section Based on Beatware technology e.g. Single Traffic Light Copyright 2007, Oracle. All rights reserved. 41

42 Financial Reporting Annotations Continued Investment in Financial Reporting 42

43 Oracle BI Roadmap and Strategy Oracle BI Strategy An Enterprise Performance Management System Roadmap Pervasive BI and EPM Advanced Analytics and Visualization Lowering TCO Insight to Action <Insert Picture Here> 43

44 Advanced BI Visualization Specialized Data Visualization Geographic Visualization Multi-Factor Analysis Density-based Visualization Clustering, Categorization, Trend Analysis 44

45 Oracle s Hyperion Visual Explorer Real-Time Interactive Visualization 45

46 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 46

47 OBIEE Answers OLAP-style Query Expose power of Essbase OLAP-style query building with member selection Calculated members Custom aggregates Ragged and skip-level hierarchies Hierarchical calculations Function extensibility Uniformly applies to dimensional and relational sources 47

48 OBIEE OLAP-Style Query Member Selection Calculated Members Hierarchical Calculations Custom Aggregates For For both OLAP and and Relational Sources 48

49 Real-Time Decisions Self-Adaptive Analytics 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 Oracle RTD Server Process decision point & feedback Real-time Business Rules & Self-Learning Predictive Models RTD decisions based on rules and predictive models RTD optimizes across conflicting business process goals Inputs Process leverages common data model of real-time and historical data Enterprise Information Model Decisions based on facts, context, analytic insights 49

50 Oracle BI Roadmap and Strategy Oracle BI Strategy An Enterprise Performance Management System Roadmap Pervasive BI and EPM Advanced Analytics and Visualization Lowering TCO Insight to Action <Insert Picture Here> 50

51 Integration with Oracle Applications Extends BI Value. Lowers TCO. Action Links Insight to Action Seamless navigation from analytical information to transactional detail Integrated Security One login. Right content for each user. Data Security User Security Object Security Integrated Workflow Intelligence-driven business processes Integrated with Planning and EPMS View actual performance in context with budgets and plans BPEL, ESB Oracle BI 51

52 OBI EE Data Mart Automation Performance Acceleration via Aggregate Wizard BI Server leverages summary data whenever possible to answer any given query A sound aggregation strategy can transparently improve enduser query performance by many orders of magnitude Aggregate Persistence for relational sources introduced in Oracle BI EE Automatically defines, populates and maps metadata to system generated aggregate star schemas Extremely low TCO Essbase and Oracle OLAP cube generation to be added 52 52

53 Oracle BI Roadmap and Strategy Oracle BI Strategy An Enterprise Performance Management System Roadmap Pervasive BI and EPM Advanced Analytics and Visualization Lowering TCO Insight to Action <Insert Picture Here> 53

54 Guided Analytic Workflows Best Practice Analysis Business Objectives / Issues Reduce Inventory Is Inventory Turns on target?? Drill to Detail Is Inventory Balances trending up? Gain Insights What are Top 10 Products By Inventory Value? What is the Sales Trend for these products Drill to Inventory Location Details Take Action Target Efforts to reduce the inventory 54

55 Navigate from Analytical to Operational Insight to Action via Action Links Seamless navigation from analytical information to transactional detail while maintaining context Works with Oracle EBS, Siebel CRM, PeopleSoft Action Links 55

56 OBI EE Action Framework Invoke Actions Directly from BI Tools Invoke Business Process (BPEL) Send Message (EMS) 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 56 56

57 <Insert Picture Here> Summary 57

58 Leadership Product Strategy Industry s First Complete & Integrated End-to-End Enterprise Performance Management System Comprehensive Applications Common Enterprise Information Model Pervasive Information Delivery Layer Powerful Analytic Technology Oracle is Defining and Driving the Competitive Agenda Competitors attempting to respond to Oracle s Strategy Competitor revenue declines vs. Oracle s strong growth Substantial Change in Oracle s Position in 18 Months 58

59 Oracle Positioned in Leaders Quadrants Magic Quadrant for Business Intelligence Platforms, 1Q07 Magic Quadrant for CPM Suites, 2007 Magic Quadrant for Data Warehouse Database Management Systems, 2007 Magic Quadrant Disclaimer: The Magic Quadrant is copyrighted 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. are part 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, 1Q07 by Kurt Schlegel, Bill Hostmann, and Andreas Bitterer, 26 January 2007 Gartner, Inc., Magic Quadrant for CPM Suites, 2006 by Nigel Rayner, 1 December 2006 Gartner, Inc., Magic Quadrant for Data Warehouse Database Management Systems, 2007 by Donald Feinberg and Mark A. Beyer, 10 October

60 <Insert Picture Here> Questions? 60