2008 Oracle Corporation

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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.

3 <Insert Picture Here> Oracle Business Intelligence Applications One Day PartnerLab <insert presenter Name> <insert presenter Position>

4 Agenda BI Applications 10:00 Introduction 10:05 Sales Positioning 11:30 Break 11:45 High level customer demo 12:15 Pricing & Packaging 12:30 Lunch 13:00 Technical Architecture 14:00 Detailed working demo 15:00 Close (Opportunity for further discussions)

5 <Insert Picture Here> Oracle Enterprise Performance Management System

6 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

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

8 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 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 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 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

12 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

13 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

14 Oracle s BI/EPM Vision Link strategic goals to operational decisions Transform financial management processes Monitor execution in realtime Deliver consistent, reliable insights to drive action Lower costs and reduce system complexity Single version of the truth Align Report Set Goals Insight Performance Action Analyze Plan Monitor

15 Going Beyond the Story We Created Set Goals Plan Align Insight Performance Action Report Monitor Analyze 2008 Oracle Corporation

16 ERP Has Leveled the Playing Field Creating Operational Efficiencies Firm Infrastructure Human Resource Management Technology Development Develop to Release Invest to Retire Procurement Procure to Pay Inbound Logistics Operations Outbound Logistics Marketing & Sales Order to Cash Service Source to Procure Based on Michael E. Porter s Value Chain

17 Oracle s EPM Vision: Extend Operational Excellence to Management Excellence Competitive Advantage MANAGEMENT EXCELLENCE OPERATIONAL EXCELLENCE Time

18 Pillars to Achieving Management Excellence SMART Rationalize Your Management Systems AGILE Leverage Advanced Integration ALIGNED Share Insights Across the Extended Enterprise

19 Expand The Scope Of Performance Management 2008 Oracle Corporation

20 Strategy to Success: Oracle s Framework for Achieving Management Excellence 2008 Oracle Corporation

21 Comprehensive Applications Financial Performance Management Applications Oracle Hyperion Financial Performance Management Oracle Hyperion Planning Oracle Hyperion Performance Scorecard Oracle Hyperion Strategic Finance Oracle Hyperion Profitability Management Business Intelligence Applications Oracle Sales Analytics Oracle Marketing Analytics Oracle Service Analytics Oracle Order Management and Fullfillment Analytics Oracle Supply Chain Analytics Oracle Financial Analytics Oracle Workforce Analytics

22 <Insert Picture Here> Oracle Business Intelligence Applications Sales Positioning

23 Business Intelligence Drives Increased Effectiveness in every Business Function.But Few Organizations have Achieved Such Pervasive BI. Why? Sales Analytics Improve pipeline visibility and forecast accuracy Financial Analytics Real-time view of financial condition and drivers of cost and profitability Service & Contact Center Analytics Convert service calls into sales through enhanced cross-selling Order Management Analytics Supply Chain Analytics Insight into Order Management & Fulfillment performance Optimize supplier sourcing, supplier performance, and inventory levels Marketing Analytics 2008 Oracle Corporation Real-time visibility into campaign execution, results, and ROI HR / Workforce Analytics Understand what drives employee productivity and org. performance

24 Advanced Analysis Often Spans Many Source Systems Customers Customers Customers Service Sales Marketing Distribution Finance HR / Workforce Operations Procurement Partners Customers Customers How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance? How does supplier performance impact customer satisfaction and revenue? How do I proactively manage risks of my receivables portfolio?

25 Customer-Centric Contact to Cash Create Segments Manage Lists Service Customer Execute Campaigns Collect Payment Generate Lead Invoice Order Customers Drive Opportunity Ship Order Close Opportunity Create Order Book Order

26 Customer-Centric Contact to Cash Marketing Marketing Contact Center Marketing Financials Sales Order Mgmt Customers Sales Order Mgmt Sales Order Capture Order Mgmt

27 BI Approaches: Tools vs Applications Tools & Build Approach Prebuilt BI Applications Approach No prebuilt content Oracle BI Platform (custom metadata) Prebuilt BI Content Oracle BI Platform w/ Prebuilt Metadata Oracle Oracle Siebel Siebel SAP Custom ETL Custom Built DW SAP Preuilt ETL Prebuilt DW Other Sources Other Sources

28 Steps to Build a Custom BI Solution Significant Investment, Skills and Time Required Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source License interactive user access tools Research / understand analytic needs of each user community Build analytics for each audience License / create information delivery tools Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades

29 Steps to Build a Custom BI Solution Significant Investment, Skills and Time Required Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source License interactive user access tools Research / understand analytic needs of each user community Build analytics for each audience License / create information delivery tools Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades These steps require multiple different BI and DW technology INVESTMENTS

30 Steps to Build a Custom BI Solution Significant Investment, Skills and Time Required Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source License interactive user access tools Research / understand analytic needs of each user community Build analytics for each audience License / create information delivery tools Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades These steps require multiple different BI and DW technology INVESTMENTS These steps require IT or BI staff resources with specialized SKILLS

31 Steps to Build a Custom BI Solution Significant Investment, Skills and Time Required Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source License interactive user access tools Research / understand analytic needs of each user community Build analytics for each audience License / create information delivery tools Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades These steps require multiple different BI and DW technology INVESTMENTS These steps require IT or BI staff resources with specialized SKILLS These steps take TIME to understand and perfect as knowledge of best practices is learned

32 Gartner Through 2009 there will be a swing toward buying pre-packaged analytic applications (0.7 probability) Source: Business Intelligence Scenario: Pervasive BI, Gartner Symposium ITxpo 2006

33 The Problem no vendor had solved DASHBOARDS Visible

34 The Problem no vendor had solved Until Now 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 Because Oracle develops multiple application product lines, Oracle is uniquely qualified to solve this problem: DELIVER BETTER INSIGHT TO CUSTOMERS MULTI-APPLICATION ENVIRONMENTS Much more

35 Oracle BI Applications Smooth Sailing To Fusion 2008 Oracle Corporation Dashboards Maintained Oracle EBS PeopleSoft Enterprise Siebel CRM Fusion Applications Oracle handles the plumbing

36 Speeds Time To Value and Lowers TCO Oracle BI Applications 2008 Oracle Corporation 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

37 Some example deployments Times from decision to production deployment Analytics for sales-oriented contact center Released to 800 users in 90 days Sales Analytics - In production in 120 days Sales, Marketing and Financial Analytics Released to 6500 users in 100 days Sales Analytics Released to over 3000 users in 3 months Pharma Analytics 4 months from decision to release to 1200 users

38 Rapid Deployments Oracle BI Applications 2008 Oracle Corporation 6 weeks 6 weeks 9 weeks 10 weeks 3 months 3½ months 100 days 37,000 Users 7,000+ US users 12,000 6,500 disconnected Plus Norway, UK, others 2,700 users 10, Terabyte data warehouse 8,500+ users 14+ Terabytes Teradata, DB2, SQL Server

39 Business Intelligence Applications Allow for more pervasive solutions in ERP and CRM To adapt and extend Strong integration with operational systems Hot pluggable on any IT environment Reduced IT risk and time investment Support thousands of customers

40 Oracle BI Applications Multi-source Analytic Apps Built on BI Suite EE 2008 Oracle Corporation Sales Service & Contact Center Marketing Order Management & Fulfillment Supply Chain Financials Human Resources Oracle BI Applications Interactive Dashboards Reporting & Publishing Ad-hoc Analysis Proactive Detection and Alerts Disconnected Analytics MS Office Plug-in Web Services Oracle BI Suite EE Plus Packaged ETL Maps DW Schema Universal Adapters IVR, ACD, CTI MS Excel Other Data Sources

41 Oracle BI Applications Multi-Source Analytics with Single Architecture 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

42 Oracle BI Applications Multi-Source Analytics with Single Architecture 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

43 Oracle Financial Analytics Components 1 Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics 3 Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives and other Business Users. Presentation Layer Logical Business Model Physical Sources 2 Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from SAP, PSFT, Oracle EBS and other sources. 4 A best practice library of over 360 pre-built metrics, 30 Intelligent Dashboards, 200+ Reports and several alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

44 Align Actions with Best Practices Guided & Conditional Navigation Helps Novice Users GUIDED NAVIGATION Enables users to quickly navigate a standard path of analytical discovery specific to their function and role Enhances usability and lowers learning curve for new users CONDITIONAL NAVIGATION Appears only when conditions are met and alerts users to potential out of ordinary conditions that require attention Guides users to next logical step of analytical discovery

45 Best Practice Analytic Workflows Example: Financial Analytics Business Objectives/ Issues Maximize cash flow Is DSO on target? Gain Insights Is overdue balances trending up? How long is the underlying overdue balance pending? Drill to Detail Who are the customers? Drill to overdue invoice detail Take Action Target collection efforts to reduce overdue balances

46 Oracle Financial Analytics Comprehensive View of Financial Performance General Ledger Incorporates detail-level general ledger transactions and cash flow analysis across locations, customers, products, sales territories, distribution channels, and business units. Profitability Analytics Identifies the customers and transactions that are providing maximum profits by product, location, department, and geographic detail. When combined with Marketing Analytics, it enables analysis of Campaign ROI and assists in customer segmentation. Payables Analytics Provides visibility into payments due to suppliers and expense line detail so managers can manage cash outflows and control expenses. When combined with Supply Chain Analytics, it allows full procurement analysis from Requisition to Check. Receivables Analytics Monitors collections processes to show what customers buy and how they pay, enabling managers to identify overdue balances and other receivables bottlenecks. When combined with Oracle Sales Analytics and Oracle Order Management & Fulfillment Analytics, it enables more efficient management of the entire Lead to Cash process.

47 Oracle Supply Chain Analytics Complete solution for entire supply side operation Procurement and Spend Analytics Increase visibility into direct and indirect spend, product delivery schedules, payment and employee expenses. Reduce spend through demand aggregation and strategic sourcing initiatives. Supplier Performance and Supplier Payables Understand and track cycle times, supplier price performance and score carding, delivery performance, and product receipt quality. Decrease costs, procurement cycle times, minimize working capital. Inventory Analytics Incorporate analysis of the inventory held by an organization, bill of materials, inventory movements in, out and through production or storage location, and better understand customer and supplier returns. Optimized Inventory levels, maximize customer sales through product availability.

48 Oracle Sales Analytics Complete solution for entire sales cycle Sales Analytics Analyze pipeline opportunities and forecasts to determine actions required to meet sales targets. Determine which products and customer segments generate the most revenue and how to effectively cross-sell and up-sell. Understand which competitors are faced most often and how to win against them. Usage Accelerator Analytics Option Add-on to Sales Analytics empowers front line managers with the information needed to effectively manage their team s usage. Removes the ambiguity and focuses users on the information they need to maintain.

49 Oracle Order Management and Fulfillment Analytics Complete solution for gaining insight into the Order to Cash process Order Management Analytics Foundation application module that provides insight into critical Order Management business processes and key information, including Orders, Invoices, G/L Revenue, sales effectiveness and customer scorecards. Order Fulfillment Analytics Provides complete analysis of every step in the back-office sales processes from Order to Cash, enabling companies to respond more quickly to customer issues and resolve them before they become problems. add Oracle Sales Analytics for complete Contact to Cash Oracle Sales Analytics Analyze pipeline opportunities and forecasts to determine actions required to meet sales targets. Determine which products and customer segments generate the most revenue and how to effectively cross-sell and up-sell. Understand which competitors are faced most often and how to win against them.

50 Oracle HR Analytics Driving Return on Human Capital Investment Compensation Analytics Increase performance of organization by understanding and leveraging pay and performance relationship. Decrease costly compensation errors. Operations & Compliance Analytics Reduce cost and time associated with compliance reporting. Increase employee satisfaction and retention by managing overall profile and background of workforce. Drive lower HR costs through reduced recruiting and terminations Objectively assess HR organization s performance on periodic basis. Drive HR to more strategic role in organization by showing return on HR investment.

51 Service and Contact Center Telephony Analytics A complete solution for entire service lifecycle Service Analytics Complete analysis of the business aspect of the services organization. Includes analysis of the call center and field service business to understand the true cost to serve in a complex service business add Oracle Contact Center Telephony Analytics for complete insight Contact Center Telephony Enables the measuring and managing of multi-channel contact center operations, key business processes and activities by providing increased operational effectiveness through detailed staffing, headcount and scheduling analysis Also provides increased business value through complete campaign and sales performance insight by agent and across customer, product, service and region.

52 Marketing Analytics Complete solution for entire marketing organization Marketing Analytics Campaign Analytics - Provides Campaign Results data by Offer, Segment, Agent performance. Manager can monitor a campaign scorecard and identify root causes for shortfalls in meeting predicted goals Customer Analytics - Provides product affinity, market basket and next product purchased analysis. Provides demographic information and information on impact of customer behavior due to marketing activities. Event Analytics - Provides Analytics related to management of trade shows, customer events etc. Marketing Events Analytics can show analysis of Event registrations, expenses on supplies by vendor, region, event etc., Event ROI analysis that is fully integrated with Marketing Planning Analytics. Marketing Planning Analytics Provides Marketing Planning related information. The information is organized for different roles like Marketing Executive, Director, Finance Director. The dashboard also has a Sales Alignment page to allow Sales and Marketing Executives to co-ordinate activities

53 <Insert Picture Here> Oracle Business Intelligence Applications References

54 Bayer Animal Health Improves New Product Sales COMPANY OVERVIEW World leader in animal health Industry: Life Sciences CHALLENGES Improve new product success rates Mobile solution to provide the sales force with detailed invoice-level data, and customer purchase history information SOLUTIONS Deployed Oracle BI Enterprise Edition, and Oracle Disconnected Analytics to 200+ sales representatives Insight into veterinarian loyalty, product propensity, discounting analysis, and veterinarians likely to buy new products Future plans include expanding to manufacturing, marketing and finance RESULTS Sales of new product offerings improved Ability to better tailor product offerings based on past discounting and product purchases Less discounting by sales representatives Full discount history for each client helps improve customer quotes

55 Nykredit Boosts Sales Performance with Oracle BI COMPANY OVERVIEW One of Denmark's leading financial groups Industry: Financial Services Employees: 50,000 CHALLENGES Change from dedicated mortgage provider to multi-channel integrated financial services Shift from a product-focused to a customerfocused business model Transform customer segmentation, targeting, and other marketing processes SOLUTIONS Deployed Oracle BI Enterprise Edition, to 1,000+ users, integrated with Siebel CRM Sales Leveraging Oracle Delivers to proactively deliver insight to sales agents CUSTOMER PERSPECTIVE Previously, we could not see this information, unless we devoted hours and hours to analysis. Now we have a real-time aggregated view at a branch and regional level. This helps us focus on the right opportunities, maximize sales effectiveness across all product lines, and meet customers needs more consistently. John Anker Moller, Vice President RESULTS Increased customer loyalty by 10%, and improved sales effectiveness Improved cross-selling effectiveness: 40% of customers have purchased additional products since the system was introduced