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OAUG Energy & Utilities SIG Meeting – October 22, 2006Eric-Thierry MartinGlobal Industry Product Strategy Director, Energy & UtilitiesOracle Corporation

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Agenda

• Oracle Open World: Utilities Industry Track• Oracle’s Corporate Product Strategy• Utilities Industry Challenges, Solution Footprint, and Roadmap• Overview of Siebel Energy: New Addition to the Oracle Family

Next Presenters:• PeopleSoft Product Update & Evolution – Mark Rosenberg• Oracle EBS Product Update & Evolution – Mark Forfar

Utilities Track at Open World

Utilities Customer Sessions

Session Date & Time Location Session ID

Utilities Customer Panel on Assets Life Cycle Management

Deseret Power: Kenn Shields, Maintenance Planner David Westfall, IT Manager

Kansas City Board of Public Utilities: Lori Austin, CFO

Bonneville Power - BPA: Mark Town, Business Analyst

Oracle: Kevin A. Kling, Director, Maintenance Solutions

Tuesday, 4:30pm

Marriott – Salon 3

S282453

The Benefits of Customer Self-Service and CRM for Regulated Utilities: NSTAR Case Study

NSTAR: Penni Conner, VP Customer Care

Oracle: Eric-Thierry Martin, Director of Utilities Product Strategy

Wednesday, 11:30am

Marriott – Salon 3

S281874

EasyPay at Progress Energy: Bringing Customer Service and Payments Together at a Multistate Energy Provider

Progress Energy: Mike Ligett, VP Mass Markets

Oracle: Catherine You, Group Manager, Self Service Products

Wednesday, 5:30pm

Moscone West –

Room 3014

S282492

(CRM Track)

Oracle & Partner Utilities Sessions

Session Date & Time Location Session ID

Smart Meter Solutions and the Smart Energy Alliance

Capgemini: Doug Houseman, Senior Director, Utilities

Oracle: David Shimbo, Utilities Solutions Director

Tuesday, 10:45am

Marriott – Salon 3

S281868

Effective Asset Life Cycle Management in Utilities

Oracle: Colin Brown, Utilities Industry Director, EMEA Mark Forfar, International Accounts

Tuesday, 1:45pm

Marriott – Salon 3 S281869

Beyond GIS to a Spatially Enabled Operational Platform

Powel: Corey Maple, CEO of Powel NA

Oracle: Ivan Albertini, Utilities Industry Director, APAC

Wednesday, 2:30pm

Marriott – Salon 2

S283113

“Meet the Utilities Experts” Thursday,

11:00 am – Noon

Moscone West – “Meet the Experts” Lounge

Utilities DemogroundLocation: Exhibition Hall - Moscone West - Area G16

Exhibition Hall Hours: • Monday 10:30 am – 5:30 pm• Tuesday 10:45 am – 5:30 pm• Wednesday 11:00 am – 5:30 pm• Thursday 10:00 am – 1:30 pm

Utilities Solution Demonstration:• Oracle EBS Assets Lifecycle Management• Siebel Self Service• Siebel CRM and Analytics• Oracle Spatial Technology Application

Utilities Demoground Schedule

Utilities Solution Date & Time

Oracle Assets Lifecycle Management

• Monday 10:30 am – Noon• Tuesday 4:00 pm – 5:30 pm• Wednesday 3:30 pm – 5:30 pm

Siebel Utilities Solutions

• Monday Noon – 3:00 pm• Tuesday 10:45 am – 1:15 pm• Wednesday 1:00 pm – 3:30 pm• Thursday 10:00 am – 1:30 pm

Oracle Spatial Technology Applications

• Monday 3:00 pm – 5:30 pm• Tuesday 1:15 pm – 4:00 pm• Wednesday 11:00 am – 1:00 pm

Exhibition Hall - Moscone West - Area G16

Oracle’s Corporate Product Strategy

Oracle’s Corporate Strategy

• Oracle’s Strategy hasn’t Changed in Years• We are a Standards Based Company• Database

• Based on Open Standards• Fast, Secure, Reliable, Lowest Cost• Runs on Grids – Unique to Oracle

• Middleware• Based on Open Standards• Complete and Integrated• Lowest Cost• Runs on Grids

Oracle’s Corporate Strategy

• Applications• Built on Our Standards Based Middleware and Database• Complete• Integrated• Extensible• Customer Choice: Applications Unlimited & Fusion• Provide Industry Best of Breed Functionality

• Scale• Own Complete and Integrated Stack, from Database to Apps• Move beyond ERP and into Mission-Critical Operational Processes• Become #1 in All Businesses, including Utilities

Protect Extend Evolve

Protect Your Investments- Lifetime support and continued development of existing applications provides maximum flexibility and choice

Extend Your Capabilities—Applications Unlimited- Modernize and extend the value of your product lines and current application releases- Stay on the product lines and releases of your choice with no forced upgrades

Evolve Your Business- Move your business forward and get positive results with Oracle Fusion today

TECHNOLOGY PRODUCTS APPLICATION PRODUCTS ORACLE CORPORATIONORACLE SERVICESORACLE FUSION APPS CUSTOMERS / PARTNERS

Making our software a source of continual competitive

advantage for our customersGet Better ResultsGet Better Results

OUR MISSION

Industry Challenges, Solution Footprint, and Roadmap

Industry Business Challenges

Restructuring/ConsolidationRestructuring/Consolidation

Pressure to Reduce Costs/Increase MarginsPressure to Reduce Costs/Increase Margins

Liberalization & GlobalizationLiberalization & Globalization

Evolving regulatory environment; High energy prices/volatility; Technology Advances

Evolving regulatory environment; High energy prices/volatility; Technology Advances

• Need for new systems to operate in deregulated market (CRM, CIS, C/OM)

• Customer Value Management, Product bundling, Effective Marketing, System Agility, BI

• Need for new systems to operate in deregulated market (CRM, CIS, C/OM)

• Customer Value Management, Product bundling, Effective Marketing, System Agility, BI

• Disparate, inefficient systems & processes

• Costly CIS Consolidation

• Disparate, inefficient systems & processes

• Costly CIS Consolidation

• Maintain service level, increase return on assets, and reduce maintenance costs

• Streamline end-to-end operational processes (Customer Care, Asset Management, Field Service)

• Move Customer Care to less costly Self-Service Channel and improve collection time

• Maintain service level, increase return on assets, and reduce maintenance costs

• Streamline end-to-end operational processes (Customer Care, Asset Management, Field Service)

• Move Customer Care to less costly Self-Service Channel and improve collection time

• AMR technology and “Advanced” CIS (remote turn on/off, pro-active collection processes)

• New CIS to comply for Residential TOU tariffs

• Proactive Collection measures to mitigate high bills

• AMR technology and “Advanced” CIS (remote turn on/off, pro-active collection processes)

• New CIS to comply for Residential TOU tariffs

• Proactive Collection measures to mitigate high bills

Market Pressures Industry Operational Challenges

Rising Customer ExpectationsRising Customer Expectations• Efficient Customer Care processes

• Self-Service solutions

• Efficient Customer Care processes

• Self-Service solutions

Utilities Solution Footprint – Distribution/Retail

Partner SolutionORACLE Solution

Corporate Administration

Financials HRMS Treasury Payroll Procurement ProjectsBusiness

IntelligenceCollaboration

Suite

Technology and Integration

Network and Infrastructure Controls

Billing and Meter Data Management

Records

Legal

Meters LandWorks

Wayleaves

Trading and Risk Management

TradingPortfolio

ManagementRisk

Management

Network and Infrastructure ManagementWorkforce

Management

Scheduling& Dispatch

ProjectManagement

ContractorManagement

PlannedMaintenance

ReactiveMaintenance

GIS DataManagement

DesignDocumentation

Capital PrgmManagement

Mobile FieldService

OutageManagement

SCADA GIS

Marketing and Sales

Order/ContractManagement

New Offerings

Price & LoadModeling

MarketingAutomation

CampaignAnalytics

SalesAutomation

AccountManagement

Customer Interaction Channels

ContactCenter

SelfService

DebtRecovery

CustomerService

PartnerRelationship

AppointmentBooking

CampaignOperation

Rating

MeterReading

Meter DataManagement

Meter Routing

Bill Calculation

Pay & Collect

Invoicing

Scheduling& Settlement

Deregulated Market OperationsLoad

ForecastingTransactionsManagement

ForecastingProduction

/Storage

Spatial Database, Customer/Product Master, Fusion Middleware, Collaboration Suite

AN

AL

YT

ICS

Solution Roadmap (Confidential and Subject to Change)

Increase Channel Reach

Increase Operations EfficiencyApplications

Unlimited

Within two years Within three years Beyond

• Siebel Energy 8.0, 8.1• Siebel UCM 8.0, 8.1• Billing & Order Analytics• Oracle R12• Peoplesoft 9.0• JDE World A9.1

• Siebel Energy 8.2• Siebel UCM 8.2• Oracle R12.1• Peoplesoft 9.x• JDE E1 9.0• JDE World A9.2

• Siebel Energy 8.3• Siebel UCM 8.3• Oracle R12.2

• Siebel-Oracle (Genesis)

• Barcelona Ph1 (Siebel, eDocs, Portal, GL, Analytics)

• Genesis Ph 2• Barcelona Ph2 (AR,

UCM, more)

• Fusion Hubs v1• Fusion Analytics v1• Fusion ERP v1• Fusion CRM v1

• Fusion Hubs v2• Fusion ERP v2• Fusion CRM v2

• eCommerce, eBilling, & eService

Application

Integration

Fusion

Applications

Overview of Siebel Utilities Solution(Siebel Energy)

Competitive LandscapeSiebel Sole Leader in Gartner’s Magic Quadrantfor Customer Service Contact Center (March 06)

Siebel and SAP CRM Projects as a Percentage of All CRM Projects by Industry Sector – Gartner (Sept 06)

Siebel Sole Leader in Gartner’s MagicQuadrant for Field Service Management (Feb 06)

Siebel Sole Leader in Gartner’s Magic Quadrant for SFA (June 06)

• v99.0 (Configuration)

Pro

du

ct F

un

ctio

nal

ity

Pro

du

ct F

un

ctio

nal

ity

• v6.0 (Integration, Billing, Credit, Fraud Management)

• v99.5 (Orders, Account Hierarchies, Premises)

• v99.6 (Integration)

• v6.3 (Mktg Analytics, Billing Management)

• v7.0 (Complex Orders, Move, Billing Connectors, Service Points)

Siebel has emerged as the industry CRM leader in Utilities by leveraging customer input as part of

its industry-specific product evolution

• v7.5 (Price Comparison, Embedded Best Practices, HH, Usability, UAN, PRM)

Oracle-Siebel CRM Leadership in Utilities:Today in its 9th Utility-Specific Release

1999199919981998 2001200120002000 20022002 20032003 20042004

• v7.7 (Field Svc, HH, eDocs, Performance)

• v7.8 (OM: Eligibility, Pricing; SSSE)

20052005

Siebel Utilities & Energy Solution Sets…

Relationship Driven Selling

Streamlined Customer

Care

Optimized Field Service

Intelligence Driven

Marketing

Customer ValueMgmt

CustomerDeliverPerfectOrder

Personalized Self Service

Single Customer

View

Sophisticated Segmentation

Closed-Loop, Integrated & Proactive Marketing Campaigns

Standardized Methodologies and Processes

Proactive & Insight Driven Sales Execution

Complete self care capabilities including eBilling, ePayments & enrollments

Rate Plan Advisor

Personalized Up/Cross Sell Offers

Customer Value Driven Multi-channel Service

Intuitive UI for Rapid Employee Adoption

End-to-End Billing Management

Intelligent Customer Needs Analysis

Zero Error Order Entry & Validation

On-Time Order Analysis & Optimization

Optimal Scheduling and Dispatch

Streamlined Field Delivery and Consistent View

Proactively identify & retain high value segments

Manage loyalty program

Standardized multi-channel customer processes

Ensure data integrity, consistency and accuracy

Competitive Utility Retailers

Mass Market Strategies• Differentiate service offerings from competition• Single View of the Customer• Deliver new high margin products and services• Convergence/Bundling of energy and non-energy

offerings• Consistent, high-quality level of service across all

channels

C&I Strategies• Lowest commodity prices, superior deal structuring• Accurate pricing and superior risk management• Efficient, insight-driven sales

Challenges• Increase market and wallet share• Increase revenue with new high

margin products and services• Prevent churn• Reduce costs

Regulated Distribution Utilities

Challenges• Reduce costs• Consistent, reliable service across all

channels• Operational Efficiency / Measurement

Strategies• Drive customers to lower cost channels • Implement repeatable, measurable best

practices• Consolidation, CDI• First Quartile Service

Challenges and Strategies vary by Market…

…Driving Different Solution Sets and Metrics

Competitive Utility Retailers Regulated Distribution Utilities

Siebel Energy Solution Sets• Self Service • Mobile Service Delivery• Streamlined Customer Care

Measurable Outcomes• Reduced calls to call center• Improved first call / first visit

service resolution• Improved customer

satisfaction• Improved dispatch efficiency

Siebel Energy Solution Sets• Self Service• Mobile Service Delivery • Customer Value Management • Single View of the Customer• Customer Order Management• Business IntelligenceMeasurable Outcomes• Reduced churn• Reduced cost of acquisition• Improved campaign

effectiveness• Increased revenue per

customer

CRM 8.0/8.1

• Task Oriented User Interface guides users through key tasks• Improves product ease of use• Lowers training costs• Enables standardization of processes• Drag and drop designer enables rapid

changes to business process

• Scale and Performance Improvements

• Industry Application Functionality• Enable WebServices into Customer

Portal• Basic Order Capture in 8.0• Additional C/OM tasks in 8.x

Siebel CRM OnDemand

Release Themes

Release 11 Release 12 Candidate R13 Candidate R14

Outbound Email Campaigns

Forecasting multiple currency rollups

Lead conversion pick-list mapping

Performance enhancements

Analytics

performance

Forecast visibility

Enhanced product

revenues

Contact OnDemand

multi-tasking

Desktop integration

enhancements

Web services

enhancements

Pre-built integration

with Oracle EBS Oppty to

Quote/Order

360 view

Hosting infrastructure

enhancements

Enterprise PSR Usability Advanced Admin /

Customization Expanded CRM Industry

enhancements Analytics

enhancements

The preceding 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 remain at the sole discretion of Oracle.