Download - Oracle Project Analytics 8:30 – 9:30 Oracle Report Manager 9:30 – 10:00 Brad Holzer Larry Enright
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Oracle Project Analytics 8:30 – 9:30Oracle Report Manager 9:30 – 10:00
Brad HolzerLarry Enright
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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"
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.
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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"
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Program Agenda
• Oracle EPM & BI Overview
• Value of Prebuilt Oracle BI Applications
• Project Analytics Demonstration
• Dashboards & Reports
• Ad Hoc Reporting
• Q&A
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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 ApplicationsComplete, Pre-built, Best Practice Analytics
Travel& TransTravel
& TransAutoAuto Comms& MediaComms& Media
ComplexMfg
ComplexMfg
ConsumerSector
ConsumerSector EnergyEnergy
FinancialServicesFinancialServices
HighTechHighTech
Insurance& Health
Insurance& Health
LifeSciences
LifeSciences
Public SectorPublic Sector
and Other Operational & Analytic SourcesSource adapters:
MarketingProcurement
& Spend
Supply Chain & Order
ManagementFinancials
HumanResources
PipelineAnalysis
ForecastAccuracy
Sales Team Effectiveness
Up-sell/ Cross-sell
Cycle Times
Lead Conversion
Employee Productivity
Compensation
Compliance Reporting
WorkforceProfile
RetentionAnalysis
Return on Human Capital
General Ledger
AccountsReceivable
AccountsPayable
Cash Flow
Profitability
ExpenseManagement
Revenue andBacklog
Inventory
FulfillmentStatus
CustomerStatus
Order Cycle Time
BOM Analysis
Direct / Indirect Spend
Buyer Productivity
Off Contract Purchases
Supplier Performance
Purchase Cycle Time
Employee Expenses
Campaign Effectiveness
CustomerInsight
Product Propensity
Loyalty &Attrition
Market Basket Analysis
Campaign ROI
Service &Contact Center
ServiceEffectiveness
Customer Satisfaction
ResolutionRates
Service RepEfficiency
Service Cost
Churn & Service Trends
Oracle BI Suite Enterprise Edition Plus
SalesProjects
Funding &Agreements
BudgetsAnalysis
Revenue Analysis
Billing Analysis
Cost Analysis
ProfitabilityAnalysis
© 2006 Oracle Corporation – Proprietary and Confidential
•EPM comprises all performance-related strategic, financial, and operational management processes an organization undertakes.
•EPM consists of all methodologies, systems, metric
and structures to support the management processes.
An enterprise performance management (EPM) system brings the management processes under a single umbrella, connecting financial and operational decisions and ctivities with transactional systems to form a comprehensive management picture.
Only an EPM system, which includes operational BI applications as well as financial performance management
applications, can create that critical link between the operational systems and management systems that enables insight to action.
BI Applications
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
BI ApplicationsPerformance Management
Applications
EPM WORKSPACE
Web AlertsOffice MobileDesktop Search
Enterprise Performance Management System
PERFORMANCE MANAGEMENT APPLICATIONS
StrategyManagement
BusinessPlanning
ProfitabilityManagement
FinancialReporting &Compliance
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
BI Applications
EPM Workspace
ExcelXML
Enterprise Performance Management SystemMarket Leading Applications
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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"
Comprehensive BI Applications
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Sales
Service Marketing Supply Chain & Order Mgmt
BI APPLICATIONS
Procurement & Spend
HR
FinanceContact Center
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Performance ManagementApplications
BUSINESS INTELLIGENCE FOUNDATION
Essbase BI Server Predictive Analytics
Common Enterprise Information Model
PERFORMANCE MANAGEMENT APPLICATIONS
StrategyManagement
BusinessPlanning
ProfitabilityManagement
FinancialReporting &Compliance
Sales Service Mrktg OrderMgmt.
BI APPLICATIONS
SupplyChain
HR FinanceProjects
Enterprise Performance Management SystemMarket Leading EPM & Comprehensive Analytic Applications
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Business Intelligence Foundation
BI ApplicationsPerformance Management
Applications
SOA
FUSION MIDDLEWARE
DataQuality
DataIntegration
MDM IdentityManagement
ContentManagement
Business ProcessManagement
Enterprise Performance Management System Leverages Fusion Middleware
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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"
Comprehensive BI Applications
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Sales
Service Marketing Supply Chain & Order Mgmt
BI APPLICATIONS
Procurement & Spend
HR
FinanceContact Center
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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 Project AnalyticsSingle- and multi-source Analytic Apps Built on BI Suite EE
Oracle BI Applications
Sales
Service &
Contact Center
Marketing
Supply Chain &Order
Management
Procurement
and Spend
FinancialsHuman
Resources
PackagedETL Maps
UniversalAdapters
Legacy Project Management, Budget Management,
and AccountingSystems
DW Schema
Projects
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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"
Pre-mapped metadata, including embedded best practice calculations, and over 500 pre-built metrics for the project organization.
Presentation Layer Logical Business Mode Physical Sources
3
A “best practice” library of over 100 pre-built intelligence dashboards, reports and alerts for project managers, program managers, project accountants, and executives
4
Oracle Project Analytics
Pre-built warehouse with 7 star-schemas designed for analysis and reporting on Project funding, agreements, budgets, costing, billings, revenue, performance and profitability data.
1
Pre-built ETL to extract data from a large number of operational tables and load it into the DW, sourced from CRM, ERP, and other sources.
2
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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 ApplicationsComplete, Pre-built, Best Practice Analytics
Travel& TransTravel
& TransAutoAuto Comms& MediaComms& Media
ComplexMfg
ComplexMfg
ConsumerSector
ConsumerSector EnergyEnergy
FinancialServicesFinancialServices
HighTechHighTech
Insurance& Health
Insurance& Health
LifeSciences
LifeSciences
Public SectorPublic Sector
and Other Operational & Analytic SourcesSource adapters:
MarketingProcurement
& Spend
Supply Chain & Order
ManagementFinancials
HumanResources
PipelineAnalysis
ForecastAccuracy
Sales Team Effectiveness
Up-sell/ Cross-sell
Cycle Times
Lead Conversion
Employee Productivity
Compensation
Compliance Reporting
WorkforceProfile
RetentionAnalysis
Return on Human Capital
General Ledger
AccountsReceivable
AccountsPayable
Cash Flow
Profitability
ExpenseManagement
Revenue andBacklog
Inventory
FulfillmentStatus
CustomerStatus
Order Cycle Time
BOM Analysis
Direct / Indirect Spend
Buyer Productivity
Off Contract Purchases
Supplier Performance
Purchase Cycle Time
Employee Expenses
Campaign Effectiveness
CustomerInsight
Product Propensity
Loyalty &Attrition
Market Basket Analysis
Campaign ROI
Service &Contact Center
ServiceEffectiveness
Customer Satisfaction
ResolutionRates
Service RepEfficiency
Service Cost
Churn & Service Trends
Oracle BI Suite Enterprise Edition Plus
SalesProjects
Funding &Agreements
BudgetsAnalysis
Revenue Analysis
Billing Analysis
Cost Analysis
ProfitabilityAnalysis
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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 ApplicationsComplete, Pre-built, Best Practice Analytics
Travel& TransTravel
& TransAutoAuto Comms& MediaComms& Media
ComplexMfg
ComplexMfg
ConsumerSector
ConsumerSector EnergyEnergy
FinancialServicesFinancialServices
HighTechHighTech
Insurance& Health
Insurance& Health
LifeSciences
LifeSciences
Public SectorPublic Sector
and Other Operational & Analytic SourcesSource adapters:
MarketingProcurement
& Spend
Supply Chain & Order
ManagementFinancials
HumanResources
Employee Productivity
Compensation
Compliance Reporting
WorkforceProfile
RetentionAnalysis
Return on Human Capital
General Ledger
AccountsReceivable
AccountsPayable
Cash Flow
Profitability
ExpenseManagement
Revenue andBacklog
Inventory
FulfillmentStatus
CustomerStatus
Order Cycle Time
BOM Analysis
Direct / Indirect Spend
Buyer Productivity
Off Contract Purchases
Supplier Performance
Purchase Cycle Time
Employee Expenses
Campaign Effectiveness
CustomerInsight
Product Propensity
Loyalty &Attrition
Market Basket Analysis
Campaign ROI
Service &Contact Center
ServiceEffectiveness
Customer Satisfaction
ResolutionRates
Service RepEfficiency
Service Cost
Churn & Service Trends
Oracle BI Suite Enterprise Edition Plus
SalesProjects
Funding &Agreements
BudgetsAnalysis
Revenue Analysis
Billing Analysis
Cost Analysis
ProfitabilityAnalysis
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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 Project Analytics: Business NeedDrive Intelligent Decisions With The Insight
• Improve Cash Flow - For a $200M project revenue based company, reducing receivables one day > $500k in cash flow
• Accelerate Deliveries - 10% acceleration of a 16 mo. project with 40% margin and est. rev of $20M = $1M Cash Flow
• Lower operational costs - Organization can save up to 30-60% in time dedicated to reporting/ communicating status
• Improve Margins by increasing visibility into change impact
• Reduce project & financial risk by drilling down and identifying underlying issues
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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"
DashboardDashboardPagesPages
DashboardsDashboards
RolesRoles
Flexible DashboardFlexible DashboardParametersParameters
Charts/GraphsCharts/Graphs
Reports based on Reports based on Multiple SourcesMultiple Sources
Integration with Integration with Financial AnalyticsFinancial Analytics
Integration with Procurement Integration with Procurement and Spend Analyticsand Spend Analytics
© 2008 Oracle Corporation – Proprietary and Confidential FOR INTERNAL USE ONLY, NOT APPROVED FOR EXTERNAL DISTRIBUTION"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"
Decision Workflows – Actionable Analytics
Target effortsto reduce theproject costs
Why? What is the cost variance?
Improve Project Performance
Business Objectives/
Issues
GainInsights
TakeAction
Why? What is source ofvariance?
Who? Which resources is causing cost variances
Are Project costs under control?
Is Financial performance on target?
Drill toDetail
NOT REALLY
NO
© 2006 Oracle Corporation – Proprietary and Confidential
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Project Analytics
Demonstration
© 2006 Oracle Corporation – Proprietary and Confidential
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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
© 2006 Oracle Corporation – Proprietary and Confidential
First let me introduce myself
LarryLarry
DerekDerek
TammyTammy BrittniBrittni
DeanDean
© 2006 Oracle Corporation – Proprietary and Confidential
Who is Larry Enright
Today Before
1980
College Graduate
1992
Oracle Applications
1995
Applications Consultant
2005
Joined Oracle
© 2006 Oracle Corporation – Proprietary and Confidential
What else about Larry Enright
Today Before
Industry Experience
Oil & Gas, Manufacturing, Mining, Distribution,
Retail, Financial, Software
Oracle Applications
Customer
Over 10 Implementations(Character / Client Server
Web Based)
Customers
Revenue Over Billion to Under 50 Million
Before
© 2006 Oracle Corporation – Proprietary and Confidential
16 of those 30 years are with Oracle and Oracle Applications
© 2006 Oracle Corporation – Proprietary and Confidential
Oracle isn’t the only team that I’m responsible for
© 2006 Oracle Corporation – Proprietary and Confidential
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Agenda
• Report Manager Overview• Repository Management• Submission Flows• User to Value Security• FSG Template Editor• Profile Options
• Demonstration• Questions and Answers
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewRepository Management
• Capabilities• View Reports• Create SSWA
Menus• Update
Publishing Options
• Move Folders/Reports
• Add Folders• Archive/Delete
Reports/Folders
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewFSG Submission
• Capabilities• Submit Defined
FSG Reports and publish to Report Manager Repository
• Can burst report through Content Set page expansion on a segment
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewAd Hoc FSG Submission
• Capabilities• Submit Ad Hoc
FSG Report by selecting existing FSG components and publishing into the Repository
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewStandard Report Submission (SRS)
• Capabilities• Submit SRS
Reports (XML Output) and publish to Repository
• Provides LOV for Report Parameters as defined in Applications
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewFile Upload
• Capabilities• Upload 3rd Party
Files into the Repository
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewReport Set/Request Set Publishing
• Capabilities• Publish
previously submitted Report Set or Request Set into the Repository
• Can save a template of publishing options to apply to a set whenever it is published
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewUser to Value Security
• Capabilities• Security system
unique to the Report Manager application
• Controls what expanded values a user can view
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewFSG Template Editor
• Capabilities• Create custom
Templates for FSG Reports
• A template is automatically generated generated based on the FSG Report Definition
• Provides interface to provide layout and control fonts, colours, etc.
© 2006 Oracle Corporation – Proprietary and Confidential
Report Manager OverviewProfile Options
Profile Option Description
ADI: Allow Sysadmin to View all OutputWhen enabled, allows the system administrator to view all report output.
FRM: User To Value Owner Access
Set this profile option to Yes to allow users to add value sets to participate in the Security Workbench and give them the ability to grant owner access to users/values. When this profile option is set to No or is not set, users will not be able to add any participating value sets and will not have the ability to grant owner access.
FRM: Set Auto Archive Enter a positive integer to determine how many months into the future a report will be automatically archived.
© 2006 Oracle Corporation – Proprietary and Confidential
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Report Manager
Demonstration
© 2006 Oracle Corporation – Proprietary and Confidential
For More Information
• Report Manager About Document• Metalink Note 378338.1
• Report Manager Users Guide