Enabling the Insight-Driven Enabling the Insight-Driven EnterpriseEnterprise

Implementing a BI and Analytic Platform to Deliver Actionable

Business Insight

AgendaAgenda

Business Drivers and Pain Points Oracle Solution

Oracle Warehouse Builder Oracle Business Intelligence Oracle Analytic Applications Oracle EPM

BI Rationalization and rBix Summary/Contact Info

BI & Analytics Challenges

Source: CIO Insight, “The Future of I.T.: What's on Tap for 2007 and Beyond,” January 16, 2007

BI Today - Islands of InformationBI Today - Islands of Information

Siloed BI deployments across apps and departments Fragmented view of information No consistent definition of business metrics

Are metrics such as product profitability, customer lifetime value, and marketing campaign ROI calculated consistently?

Each analyst with a BI tool may have their own answer

Report-centric model with backlog of new requests in IT Top management requests get first priority, while needs of

other Business users go unmet

Few users have timely and actionable information needed to optimize actions and decisions Particularly middle management and “front line” users

Top BI ChallengesTop BI Challenges

48.2%

40.8%

37.6%

35.9%

24.5%

21.2%

15.1%

10.2%

2.9%

1.6%

0% 10% 20% 30% 40% 50% 60%

Data resides in disparate systems

Data is often incomplete or has errors

We don’t get information fast enough to take action

Employees are too busy to use business intelligence tools

Employees receive too much unnecessary business data

Corporate executives do not understand the need foremployees to have access to business intelligence tools

Our business intelligence tools are too complicated

Corporate executives are unwilling to share data withexternal third parties.

Other, please specify

None of the above; there are no challenges

The IT DilemmaThe IT Dilemma

IT WANTS

Fewer tools

User self-service

Secure systems

BUSINESS USERS WANT

Flexibility & choice

Insight & alignment

Relevant access

How do I proactively manage risks of my receivables portfolio?

How does supplier performance impact customer satisfaction and revenue?

Ser

vice

S

ervi

ce

Customers

Sal

esS

ales

Mar

keti

ng

Mar

keti

ng

Dis

trib

uti

on

Dis

trib

uti

on

Fin

ance

Fin

ance

HR

/ W

ork

forc

eH

R /

Wo

rkfo

rce

Op

erat

ion

sO

per

atio

ns

Pro

cure

men

tP

rocu

rem

ent

Customers

Customers

Suppliers

Suppliers

Suppliers

Advanced Analysis Often Spans Advanced Analysis Often Spans Heterogeneous Data SourcesHeterogeneous Data Sources

How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance?

Two Kinds of QuestionsTwo Kinds of Questions

What is our performance?

What are the top 10 markets?

What is the gap to forecast?

What customers are most profitable?

What are revenues by product compared to last year?

What are sales by product, store and quarter?

What is the trend for employee-related costs?

What is our open headcount?

How can we improve performance?

What if we increase promotional lift by 10% in our major markets?

What happens to our forecast if the dollar declines by 5% to the Euro?

What happens to gross margin if our materials costs increase by 20%?

Which customers drive 80% of our overall profitability?

What happens to same store sales if inventory turns increase by 5%?

Situational Forward-looking

The BI ContinuumThe BI Continuum

Ad-Hoc Query& Reporting

Standardized Reporting

AdvancedAnalytics

Modeling

Future Oriented

Operational Static

Strategic Dynamic

Past Oriented

The BI ContinuumThe BI Continuum

Which customers spend the most?

What did this customer buy?Which customers are most profitable?

What if demand falls short of forecast?

What if we rolled out this product nationwide?

Will our cash balances take us through this crisis?

What is the Q4 revenue forecast?

Future OrientedPast Oriented

Operational Static

Strategic Dynamic

Another View: The “BI Pyramid”Another View: The “BI Pyramid”

Standardized Reporting

DashboardsPublishingPixel-perfect

Modeling

Standardized Reporting

DashboardsPublishingPixel-perfect

What-ifScenariosAllocations

Another View: The “BI Pyramid”Another View: The “BI Pyramid”

Modeling

Standardized Reporting

DashboardsPublishingPixel-perfect

Customer Profitability Demand Planning Brand Valuation Loan Default Risk Store Profitability

Promotional ResponseFinancial PlanningSupply Chain

OptimizationCustomer ChurnWorkforce Planning

What-ifScenariosAllocations

Another View: The “BI Pyramid”Another View: The “BI Pyramid”

The Insight GapThe Insight Gap

BusinessInsight

Gap

WHAT

HOW

OLAPServers

BI Server

Completing the PyramidCompleting the Pyramid

OLAP Server

BI Server

CommonEnterprise Information

Model

Consistent definitions

Role-based views

Model-driven

What-if

Advanced Analysis

Predictive Analytics

Interactive Dashboards

Ad-hoc query

Report Publishing

Oracle BI & Analytics Solution

Goal: the Insight-Driven EnterpriseGoal: the Insight-Driven Enterprise

1. Empower Everyone – Every person is provided with relevant, complete information tailored to their role.

2. Provide Real-time Intelligence – Deliver insight that predicts the best next step, and deliver it in time to influence the business outcome

3. Use Insight to Guide Actions – lead people to take action based on facts to optimize decisions, actions and customer interactions

Becoming an insight-driven enterprise will drive the next level of value creation and competitive advantage for organizations.

The Platform: Oracle’s Unified BI The Platform: Oracle’s Unified BI FoundationFoundation

Essbase

Oracle BI Suite EE Plus

CommonEnterprise Information

Model

Consistent definitions

Role-based views

Model-driven

What-if

Advanced Analysis

Predictive Analytics

Interactive Dashboards

Ad-hoc query

Report Publishing

Essbase OLAP ServerEssbase OLAP ServerFlexible, Powerful, Modeling Across SourcesFlexible, Powerful, Modeling Across Sources

Flexible business model definition

Advanced calculation & integration engine

Fast “speed-of-thought” calculation power

Leading Excel user interface

Powerful Visual analysis Mission critical scalability

and performance

Oracle BIEE Plus Presentation Services

Essbase Server

Native RDBMSOracleSQL ServerDB2Teradata

Multi-dimensionalOracle OLAPMicrosoftSAP BW

OtherXMLExcelText

Optimized Multidimensional storageOver 300 analytic functionsFinancial, Time and Calendar

intelligenceTrickle feedRead/Write/WritebackEnterprise scale

Office

Common Enterprise Information ModelCommon Enterprise Information ModelEnables Consistency, Security, Reuse, FlexibilityEnables Consistency, Security, Reuse, Flexibility

User Roles, PreferencesSimplified ViewLogical SQL Interface

PRESENTATION LAYER

DimensionsHierarchiesMeasuresCalculationsAggregation RulesTime Series

SEMANTIC OBJECT LAYER

PHYSICAL LAYER

Map Physical DataConnectionsSchema

Role-Based Views of the Information Relevant to the User

Consistent Definition of Business Measures, Metrics, Calculations

Model Once, Deploy Everywhere

Across Any Data Sources

BUSINESS BENEFITSConsistent, Accurate InformationBusiness User Self ServiceChoice of Front End ToolsRole-Based, Secure AccessTransparent Information Access

TECHNICAL BENEFITSModel Once, Deploy AnywhereReduced User SupportEnables Phased BI StandardizationSupports IT Compliance InitiativesEasier Upgrades & Changes

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 22

Oracle BI ServerOracle BI ServerSimplified, Powerful, Intelligence Across SourcesSimplified, Powerful, Intelligence Across Sources

Simplified business model view

Advanced calculation & integration engine

Intelligent request generation and optimized, distributed data access

Mission critical scalability and performance

Foundation for all OBIEE presentation services

OPEN SQL INTERFACE

Oracle BIEE Plus Presentation Services

Other 3rd Party Tools

Oracle BI Server

Native RDBMSOracleSQL ServerDB2Teradata

Multi-dimensionalEssbaseOracle OLAPMicrosoftSAP

OtherXMLExcelText

Simplified Business ViewUnified MetadataIntelligent CachingAdvanced CalculationsAggregate Navigation & CreationFederated Query and Integration Optimized SQL/Function Shipping

Oracle BI Suite Enterprise Edition PlusOracle BI Suite Enterprise Edition PlusPervasive Information DeliveryPervasive Information Delivery

OLTP & ODSSystems

DataWarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcess

Financial Performance Management Applications

InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

HyperionEssbase

Oracle BI Server

Common Enterprise Information Model

Reporting & Publishing

Financial ReportingBI Publisher

Interactive Reporting

SQR Production Reporting

Web Analysis

Ad hoc Analysis

ProactiveDetectionand Alerts

Microsoft Office

Interactive Dashboards

Oracle Enterprise Performance Management SystemOracle Business Intelligence Foundation

Hot-Pluggable With Existing IT Hot-Pluggable With Existing IT InvestmentsInvestments

OracleKerberosiPlanetMSFT ADNovellCustom Others ..

Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..

Any JSR 168 Portal Oracle Data Mining, SPSS, SAS

Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards ..

Excel, Outlook,Lotus Notes ..

Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server & Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, Text

Portals Data Mining Applications Desktop Tools

Security Data Access Data Integration

Ad-hoc Query CapabilityAd-hoc Query Capability

Comprehensive subject areas available for Ad-hoc analysis

New Calculated Fields Available within

Market Leading BI Toolset

Easy to use Charting tool

Formatting Widgets Highlighting Multi-language

Integrated SecurityIntegrated Security

• Launch Oracle OBI EE dashboard from Application Navigator

• Shared responsibilities between Oracle EBS and Oracle OBI EE

• Sign in only once in EBS

Tight Integration with Oracle Apps Tight Integration with Oracle Apps Extends BI Value, Lowers TCOExtends BI Value, Lowers TCO

View performance “in-context” with budgets and plans

INTEGRATED WITH PLANNING AND EPMS

Seamless navigation from analytical information to transactional detail

ACTION LINKS – “INSIGHT TO ACTION”

One login. Right content for each user.

INTEGRATED SECURITY

Data Security

UserSecurity

ObjectSecurity

BPEL, ESB Oracle BI

Intelligence-driven business processes

INTEGRATED WORKFLOW

Prebuilt Oracle BI ApplicationsPrebuilt Oracle BI ApplicationsMulti-Source Analytics with Single ArchitectureMulti-Source Analytics with Single Architecture

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy Financial

ServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition

Prebuilt adapters:

Sales MarketingOrder

Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer & ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Service &Contact Center

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives and other Business Users.

Presentation Layer Logical Business

Model Physical Sources

3

Prebuilt ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from SAP, PSFT, and other sources.

2 A “best practice” library of over 350 prebuilt metrics, Intelligent Dashboards, Reports and alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

4

Prebuilt warehouse with more than 15 star-schemas designed for analysis and reporting on Financial Analytics

1

Example: Oracle Financial AnalyticsExample: Oracle Financial Analytics

Lower TCO, Faster ROI: Tools vs Lower TCO, Faster ROI: Tools vs ApplicationsApplications

Federated Data Sources

SiebelOracle SAP R/3

PSFT EDW

Other

ETL

DW

Oracle BI Platform

& Metadata

BI contentBI content

Comparison Points

Prebuilt BI Applicatio

ns Approach

Tools & Build

Approach

BI Content

Metadata Data Warehouse ETL

Build from Scratchwith Traditional BI Tools Oracle BI Applications

Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Months or Years

Oracle BI Applicationssolutions approach:

• Faster time to value• Lower TCO• Assured business value

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Change the Economics of BIChange the Economics of BI

Oracle Positioned in Leaders Oracle Positioned in Leaders QuadrantsQuadrants

The Magic Quadrant is copyrighted 2008 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. as part of 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, 2008” by James Richardson, Kurt Schlegel, Bill Hostmann, Neil McMurchy, 1 February 2008Gartner, Inc., “Magic Quadrant for CPM Suites, 2006 “ by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007Gartner, Inc., “Magic Quadrant for Data Warehouse Database Management Systems, 2007” by Donald Feinberg and Mark A. Beyer, 10 October 2007

Magic Quadrant for Business Intelligence

Platforms, 2008

Magic Quadrant for CPM Suites, 2007

Magic Quadrant for Data Warehouse Database

Management Systems, 2007

Why Oracle Leads the BI Analytics Why Oracle Leads the BI Analytics IndustryIndustry

Why Enterprise Performance Why Enterprise Performance Management (EPM)?Management (EPM)?

Financial Performance Management

Financials HRSupply Chain ProcurementSales & CRM

Planning & Budgeting

Financial & Statutory Reporting

Metrics & Scorecards

Modeling Financial Management

Operational BI Systems

Operational Business

IntelligenceQuery & Analysis

Dashboards Alerts & Workflow

DataIntegration

OLAPData Warehouse

Enterprise/Operational Reporting

EnterprisePerformanceManagement

SystemTransactional Systems

Based on Michael E. Porter’s Value Chain

Inbound Logistics

Operations Marketing &Sales

ServiceOutbound Logistics

Firm Infrastructure

Human Resource Management

Technology Development

Procurement

Invest to Retire

Source to Procure

Procure to Pay

Order to Cash

Develop to Release

Operational Processes Are Well DefinedOperational Processes Are Well DefinedThat’s Why Customers Implemented ERP/CRM/…That’s Why Customers Implemented ERP/CRM/…

36

But…Management Activities Are Still But…Management Activities Are Still SiloedSiloed

SIX SIGMA

ANALYZE PERFORMANCE

GOAL SETTING

SCORECARDS FINANCIAL REPORTING

FINANCIAL MODELING

VARIANCE ANALYSIS

ROLLING FORECAST OPERATIONAL

PLANNINGMONITOR RESULTS

InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

The EPM Promise: Insight, The EPM Promise: Insight, Performance, ActionPerformance, Action

Comprehensive

Pervasive

Hot Pluggable

38

EPM Leverages a Comprehensive BI EPM Leverages a Comprehensive BI PlatformPlatform

COMMON ENTERPRISE INFORMATION MODEL

EPM WORKSPACE

Intelligent Request Generation and Optimized Data Access ServicesAdvanced calculation & integration engine

Analytical Modelling & Exploration, Designed by Business Analysts

Responsive to Changing Business Needs

Integrated Security, User Management, Personalization.Mission critical scalability and performance

KPIs DIMENSIONS HIERARCHIES

BI SERVER OLAP SERVER

……That’s Integrated Across the That’s Integrated Across the Technology StackTechnology Stack

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcessEssbase

Fusion Middleware

Business Intelligence Foundation

Financial Performance Management Applications

Operational BI Applications

Web Office Desktop Mobile Embedded

BI Rationalization

ETLData

warehouseDatabase AnalyticsOLAPReporting Data miningDashboards

Product 1

Product 2

Product 4

Product 3

Prod. 2

Product 5

Pre

2007

2007+

Until recently a company

would have to purchase

multiple tools to meet

information delivery needs.

This is no longer the

case.

Oracle

Problem: Too Many Tools!Problem: Too Many Tools!

TUSC BI Rationalization:TUSC BI Rationalization:Consolidate Multiple BI ToolsConsolidate Multiple BI Tools

Ad Hoc Reporting

Production Reporting

Dashboards**

OLAP

Security

BOBj

Cognos

Actuate

Microstrategy*

OBI

EE

Oracle Answers

Oracle Dashboards

Production Reporting

Financial Reporting

*In process of developing

** Definition needs to be defined per environment

Data and Technology Assessment

Road Map Development

Cleansing Environment

Conversion to Target Platforms

Utilities that automate migration of:

Queries SQL Reports ETL Logic

Data Models Business

Rules Interactivity Universes

TM

TUSC rBix Methodology – ApproachTUSC rBix Methodology – Approach

programmatically reads the BI metadata about each report object in the source system and translates that definition into the target platform’s report object.

rBix Report Metadata Transfer UtilityrBix Report Metadata Transfer Utility