Business Intelligence. Vic Stewart - Principal Sales Consultant

Business Intelligence Vic Stewart - Principal 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 decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle.

Business Intelligence Agenda Enterprise Performance Management Oracle Business Intelligence Demo <Insert Picture Here>

<Insert Picture Here> Oracle EPM System

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

Oracle Enterprise Performance Management System EPM WORKSPACE Desktop Web Search Office Alerts Mobile PERFORMANCE MANAGEMENT APPLICATIONS Performance Management Financial Applications Business Profitability Strategy Management Planning Management Reporting & Compliance CRM Analytics Sales Service Marketing Contact Center Loyalty Price BI APPLICATIONS ERP Analytics Finance Procurement Projects HR Supply Chain Order Mgmt BUSINESS INTELLIGENCE FOUNDATION Common Enterprise Information Model Essbase BI Server Predictive Analytics FUSION MIDDLEWARE SOA Data Quality Data Integration MDM Identity Management Content Management Business Process Management OLTP & ODS Systems SQL Server, DB2, Teradata OLAP Oracle Data Warehouse Oracle, PeopleSoft, Siebel, SAP, Other Excel XML Business Process Copyright 2009, Oracle and / or its affiliates. All rights reserved. 7

<Insert Picture Here> Oracle Oracle Business Intelligence Enterprise Edition (OBI EE)

Common BI Foundation Complete, Open, Integrated 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, Datamart Database Machine, Exadata OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process

Oracle BI Enterprise Edition + (OBIEE+) One Platform, One Model, Multiple Delivery Channels Data Integration Ad-hoc Analysis Interactive Dashboards Analytics Reporting & Publishing Proactive Detection and Alerts Disconnected & Mobile Analytics MS Office & Outlook Integration Common Business Models Access to Pertinent Information (Finance, HR, Marketing) Pre-Defined Complex Calculations and Consistent Business rules Ease of Use and Speed of Information Delivery OLTP & ODS Systems Data Warehouse Data Mart Essbase ERP Systems Files Excel XML Business Process Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Answers Full ad hoc analysis, pivot tables, and report creation Self-service access unburdens IT Simple point and click interface Natural, intuitive presentation of report building blocks Ad Hoc Analysis Providing true self-service access to information - users can get real-time answers to business questions

Interactive Dashboards Fully interactive, graphical information dashboards Live, real-time data across enterprise data sources Personalized and filtered by user role and security Unrivaled ease of use for all user through familiar web interaction Live. Real-time. Fully Interactive. Personalized, actionable intelligence for the broadest audiences

Essbase 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 13

Publisher Precision control over report format, layout, and output enabling creation and distribution of pixel-perfect reports regardless of graphical complexity. Oracle Reporting and Publishing leverages the Common Enterprise Information Model for broad destinations and formats Labels Invoices Checks Reports Destinations XML / EFT / EDI

Delivers Robust Report Scheduling capability that allows reports to trigger alerts, e-mails, workflows, and system notifications.

Disconnected Analytics Full-Featured Disconnected Client The user experience is identical to the connected user. Dashboard and Answers functionality will act identically as if the user were connected to the server. Business Model Disconnected BI Server Server Cache Calculations Disconnected Metadata & Report Definitions Web Catalog Presentation Metadata Oracle Disconnected Oracle Data Operational

MS Office Integration The End of Cut & Paste 2007 Oracle Corporation Proprietary and Confidential

Oracle BI Server Powerful, Scalable Intelligence Across Sources Virtual Data Warehouse Single Version of the Truth Simplified business model view by role Advanced calculation & integration engine Oracle BI EE Presentation Services Oracle BI Server Open SQL Interface Other 3 rd Party Tools Simplified Business View Unified Metadata Intelligent Caching Advanced calculations Aggregate navigation & creation Federated query and integration Optimized SQL / function shipping Intelligent request generation and optimized, distributed data access Foundation for all Oracle BI tools Native RDBMS Oracle SQL Server DB2 Teradata ODBC Multi-dimensional XMLA Essbase Oracle OLAP Option MS Analysis Services SAP BW Other XML Excel Text

Common Enterprise Information Model Enables Consistency, Security, Reuse, Flexibility Presentation Layer User roles, preferences Simplified view Logical SQL interface Semantic Object Layer Dimensions Hierarchies Measures Calculations Aggregation Rules Time Series Physical Layer Map Physical Data Connections Schema Role-based views of the information Consistent definition of business measures, metrics, calculations Model once, deploy anywhere Across any data sources

Market-Leading Packaged Applications Financial and Operational EPM Workspace Performance Management Applications CRM Analytics Sales Service Marketing Contact Center Loyalty Price BI APPLICATIONS ERP Analytics Finance Procurement Projects HR Supply Chain Order Mgmt Business Intelligence Foundation Fusion Middleware OLTP & ODS Systems Data Warehouse, Datamart Database Machine, Exadata OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process

Oracle BI Applications Suite Complete, Prebuilt, Best Practice Analytics SALES CRM ANALYTICS MARKETING SERVICE & CONTACT CENTER FINANCIALS ERP ANALYTICS PROCUREMENT & SPEND SUPPLY CHAIN & ORDER MGMT Pipeline Analysis Forecast Accuracy Up-sell/Cross-sell Cycle Times Lead Conversion Sales Team Effectiveness Campaign Effectiveness Customer Insight Product Propensity Market Basket Analysis Campaign ROI Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Service Trends General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management Direct & Indirect Spend Buyer Productivity Contract Compliance Supplier Performance Purchase Cycle Time Employee Expense Revenue & Backlog Inventory Analysis Fulfillment Status Customer Status Order Cycle Time BOM Analysis PRICE LOYALTY PROJECTS HUMAN RESOURCES Price Segments Price Waterfall Analysis Deal Life Cycle Deal Desk Analysis Product Pricing Performance Member Demographics Membership Trends Promotion Cost Promotion Effectiveness Points Analysis Project Funding and Budget Product Cost Project Revenue Project Billing Project Profitability Employee Productivity Compensation Talent Management Recruiting Analysis Learning Analysis Workforce Profile ORACLE BI SUITE ENTERPRISE EDITION PLUS SOURCE ADAPTERS: AND OTHER OPERATIONAL AND ANALYTIC SOURCES

<Insert Picture Here> Oracle Business Intelligence Demo

<Insert Picture Here> Oracle Business Intelligence Applications

Oracle BI Applications Single or Multi-source Analytic Apps Built on OBIEE 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 Packaged ETL Maps DW Schema Universal Adapters IVR, ACD, CTI Hyperion MS Excel Other Data Sources

Oracle BI Applications Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, and more Add insight to CRM and ERP applications Easy to adapt and extend Tight integration with OLTP systems Works with existing IT environment Fast time to value; Low TCO Over 2,500 customers CRM Analytics Sales Service & Contact Center Marketing Loyalty Price Common Enterprise Information Model Oracle BI Server ERP Analytics Financials Human Resources Procurement & Spend Supply Chain & Order Mgmt Projects Other Data Sources IVR, ACD, CTI Hyperion MS Excel Syndicated

Oracle BI Applications Complete, Pre-built, Best Practice Analytics 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 Procurement & Spend Supply Chain & Order Management Financials Human Resources Pipeline Analysis Service Effectiveness Campaign Effectiveness Direct / Indirect Spend Revenue and Backlog General Ledger Employee Productivity Forecast Accuracy Customer Satisfaction Customer Insight Buyer Productivity Inventory Accounts Receivable Compensation Sales Team Effectiveness Resolution Rates Product Propensity Off Contract Purchases Fulfillment Status Accounts Payable Compliance Reporting Up-sell/ Cross-sell Service Rep Efficiency Loyalty & Attrition Supplier Performance Customer Status Cash Flow Workforce Profile Cycle Times Service Cost Market Basket Analysis Purchase Cycle Time Order Cycle Time Profitability Retention Analysis Lead Conversion Churn & Service Trends Campaign ROI Employee Expenses BOM Analysis Expense Management Return on Human Capital Source adapters: Oracle BI Suite Enterprise Edition Plus and Other Operational & Analytic Sources Copyright 2008, Oracle and/or its affiliates. All rights reserved. 2

What is an Oracle BI Application? 1 Pre-built warehouse with 15 star-schemas designed for 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 ETL to extract data from over 3,000 4 A best practice library of over 350 pre-built operational tables and load it into the DW, metrics, Intelligent Dashboards, Reports and sourced from SAP, PeopleSoft, Oracle EBS alerts for CFO, Finance Controller, Financial and other sources. Analyst, AR/AP Managers and Executives

Service Sales Marketing Distribution Finance HR/Workforce Operations Procurement Valuable Insights Often Require Data from Multiple Departments and Sources Customers Suppliers Customers Suppliers Customers Suppliers 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? Copyright 2008, Oracle and/or its affiliates. All rights reserved. 3

Oracle BI Applications Provide a Single Integrated View of Enterprise Information INTEGRATED DATA WAREHOUSE Integrated enterprise-wide intelligence Summary level to lowest level of detail Data warehousing best practices conformed dimensions, lowest level of granularity, full change histories for time comparisons, built for speed, extensible DATA INTEGRATION FROM MULTIPLE SOURCES Call center telephony (IVR, ACD, CTI) Syndicated data Universal Adapters

Conformed Dimensions Ensures Cross Functional Alignment CRM ANALYTICS CONFORMED DIMENSIONS ERP ANALYTICS Sales Opportunities Quotes Pipeline Marketing Campaigns Responses Marketing Costs Service Service Requests Activities Agreements Contact Center ACD Events Contact-Rep Snapshot Targets and Benchmark Loyalty Members and Points Transactions Promotions Price Price Waterfall Deal Desk Price Segments Customer Products Suppliers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Cost Centers Profit Centers MODULAR DATA MODEL 370 Fact Tables 595 Dimension Tables 8,200 Prebuilt Metrics 17,700 Data Elements Finance Receivables Payables Cash Flow General Ledger Procurement & Spend Procurement Performance Supplier Performance Spend Analysis Order Management Sales Orders and Invoices Bookings, Billings, Backlog Order fulfillment process Supply Chain Inventory Performance Inventory Bill of Materials Customer & Supplier Returns Human Resources Compensation Recruiting, Training, Learning Workforce Profile Projects Project Funding Project Budgets Project Performance Copyright 2009, Oracle and/or its affiliates. All rights reserved. 33

BI Applications - Business Content Over 5,000 pre-defined assets Application Dashboards Dashboard Pages Reports Metrics Sales 14 33 620 555 Marketing 5 27 124 501 Service 8 15 102 465 Contact Center 5 17 72 448 Finance 4 30 205 360 HR 4 16 76 138 Supply Chain & Order Mgmt. Procurement & Spend All Industry Apps 2 18 157 388 2 14 103 161 44 147 1117 508 Total 88 317 2576 3524

More than just dashboards and reports Value of BI Apps lies under the surface DASHBOARDS & REPORTS Prebuilt best practice library One size does NOT fit all SUBJECT AREAS Many metrics and dimensional attributes not surfaced by prebuilt dashboards and reports Possibilities are endless Incremental work to build tons more content from this foundation Copyright 2008, Oracle and/or its affiliates. All rights reserved.

Building BI Solutions is Challenging 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 Copyright 2008, Oracle and/or its affiliates. All rights reserved. 3

OBI EE Plus vs BI Applications Time, Effort, Cost Maintenance Oracle Business Intelligence Enterprise Edition Plus Oracle Business Intelligence Applications Prebuilt Metadata

Speeds Time To Value and Lowers TCO Build from Scratch with Traditional BI Tools Oracle BI Applications Training / Roll-out Define Metrics & Dashboards DW Design Back-end ETL and Mapping Months or Years Training / Rollout Define Metrics & Dashboards DW Design Back-end ETL and Mapping Weeks or Months Results Faster time to value Lower TCO Assured business value 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, Gartner, Merrill Lynch, Oracle Analysis Copyright 2008, Oracle and/or its affiliates. All rights reserved. 3

Best Practice Analytic Workflows Example: Financial Analytics Business Objectives/ Issues Is DSO on target? Maximize cash flow Is DPO on target? Is overdue balances trending up? Are payment terms in compliance? Business Function Receivables Gain Insights How long is the underlying overdue balance pending? What is the aging of due balances? Role Director, Credits & Collections Who are the customers and collectors? Drill to due balances by region Objectives Maximize cash flow Drill to overdue invoice detail Control risk of receivables portfolio Take Action Target collection efforts to reduce overdue balances Copyright 2008, Oracle and/or its affiliates. All rights reserved. 4

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

Unrivaled Integration with Oracle Apps 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 performance in-context with budgets and plans BPEL, ESB Oracle BI Copyright 2008, Oracle and/or its affiliates. All rights reserved.

<Insert Picture Here> Oracle BI Applications Demo

<Insert Picture Here> Oracle BI Roadmap

OBIEE 11g Generational shift and architectural advancement Simple upgrade Awesome user experience Essbase-BI Server integration EPM integration Mission-critical enterprise scale TCO reductions

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 OFM 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

Investment in Every Dimension Dashboard interactivity Map visualization Integrated search Integrated pixel-perfect report layout Dynamic OLAP Insight to Action Real-Time Decisions Unified OLAP + ROLAP Data Exploration and Visualization Innovation Lower TCO Performance, Scalability, Reliability Integration Auto-generate Essbase cubes More optimized query generation Essbase clustering Enterprise Manager administration Exadata v2 EPM System 11 BI Foundation with HFM and Planning Essbase-BI Server BI Applications Fusion Applications Fusion Middleware 3 rd party certifications

OBIEE 11g Personalized Start Page

Answers+ in OBIEE 11g OBIEE 11g Answers+ Member Selection Hierarchy / Member Browsing Calculated Members Interaction Hierarchical Calculations Dimensional Columns Member Selection (Query Steps) Custom Aggregates Custom Groups For both OLAP and Relational Sources Calculated Items For relational and OLAP sources Optimized for Essbase Optimized for Essbase

OBIEE 11g Interactive Visualization Range sliders Paging sliders time, segments Legend-based interactions Master-Detail linking Integrated with Action Framework Embed inside PDF, PPT Widget technology shared with ADF and BI Publisher

Spatial Data in OBIEE 11g Integrated component of OBIEE Variety of mapping visualizations Multiple layers Interactive map controls Global digital map data provided by NAVTEQ

BI Publisher Online Layout Builder Interactive report development in OBIEE 11g New page-oriented report layout editor in OBIEE Suite Tool ribbon design Interactive drag & drop, cursor control, chart preview Instant preview PDF, HTML, RTF, Excel, PPT Rich layout charts, tables, rich text, crosstab, images, header & footer, repeating, page break "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"

Oracle BI Scorecard Scorecards and KPIs as First Class Citizens New in OBIEE 11g Scorecards Cause and Effect Maps (Fishbone Diagrams), Strategy Trees, Strategy Maps Key Performance Indicators as first class metadata objects KPIs calculated from Common Enterprise Information Model Heterogeneous data sources KPIs everywhere Interactive Tables, Crosstabs, Charts Briefing Books, Dashboards, Reporting Alerting, Notification, Workflow "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"

Oracle BI Server Aggregate Persistence Autogenerate Essbase and Oracle OLAP Cubes Common Enterprise Information Model BI Server Native RDBMS 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"

Improved Systems Management and Lifecycle Simplified administration, lower TCO Oracle Enterprise Manager Simple Topology Management System Configuration System Monitoring Process Control System Logging / Diagnostics Fusion Middleware Integration Lower TCO Centralized, role based administration Multi-app support Hot Pluggable / Standards based "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"

OBIEE 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"

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"

Actions Everywhere Consistent, metadata-driven framework Actions used consistently in Answers Dashboards Delivers (ibots) BI Publisher BI Office Delivered Content email "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"

Integrated Dashboard and What-if Analysis

Oracle BI Search Integration Searching Existing Content Full indexing of Dashboards, Analyses, Views, Prompts, KPIs, Scorecards, Publisher Reports, Agents, Actions, Catalog Folders Drill into BI with context Index metadata & prompts Secured search results and SSO integration Generative Searches To provide help constructing analysis Turn a series of search terms into a list of suggested analyses Existing analyses New ones created on the fly Visualization suggestions Suggest similar analyses Did you mean this? In-context suggestions Preview and modify