Oracle Business Intelligence Applications The Value of Cross-Functional BI. Darryn Hinett Business Solutions Consultant

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1 Oracle Business Intelligence Applications The Value of Cross-Functional BI Darryn Hinett Business Solutions Consultant

2 The Problem No Vendor Has 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 Much more 2

3 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 3

4 Typical Effort & Customization balance Dashboards & Reports Easy Additional dashboards and reports, guided and conditional navigations, ibots, etc. OBIEE Metadata DW Schema ETL Degree of Customization Moderate Intermediate Involved Level of Effort Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc. Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc. Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc. 4

5 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 Results Faster time to value Lower TCO Assured business value Back-end ETL and Mapping Months 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, Gartner, Merrill Lynch, Oracle Analysis 5

6 Packaged BI Applications Business Intelligence EE 11gR1 Service and Contact Center Loyalty Sales CRM ANALYTICS Marketing Price Procurement and Spend Supply Chain and Order Management Human Resources ERP ANALYTICS Financials Projects ORACLE BI ENTERPRISE EDITION AND OTHER OPERATIONAL AND ANALYTIC SOURCES 6

7 Complete. Open. Integrated. Oracle Business Intelligence 11g Data Integration Scorecards Interactive Dashboards Reporting & Publishing Ad-hoc Analysis Office Integration Search Detect & Alert Collaborate Mobile Embedded Common Enterprise Information Model Common Metadata Foundation across all Data Sources Common Security, Access Control, Authorization, Auditing Common Request Generation and Optimized Data Access Services Common Clustering, Workload Management, & Deployment Common Systems & Operational Lifecycle Management OLTP & ODS Systems Data Warehouse Data Mart Exadata OLAP Sources Packaged Applications (Oracle, SAP, Others) Unstructured & Semi-Structured Excel XML/Office Business Process 7

8 11g Upgrade Options for BI Apps Customers 8

9 BI Apps x / OBIEE 11g Upgrade Plans Upcoming Fusion BI Apps 11g and BI Apps 11g PS1 will uptake OBIEE 11g features BI Apps x certification with OBIEE is under consideration 9

10 Option 1: Upgrade BI Apps With OBIEE BI Apps x is upgradeable to OBI EE 11g with the release, but a number of known issues have been identified and are discussed in the product documentation Understand the risk of being an early adopter Consider and include all the risks in your project planning Require patience and risk tolerance Consider environment requirements (Windows/Linux) Recommended ONLY If there are critical OBIEE 11g features that are needed, e.g. 64-bit operation, scorecarding, Answers+ etc. 10

11 10g Spend Analyser 11

12 11g Spend Analyser 12

13 Option 2: Upgrade BI Apps With OBIEE Better than Option includes lot of bug fixes Still Requires few manual changes to RPD/Webcat to complete the successful upgrade Consider additional efforts in your project planning Please do Cost vs Benefits analysis before considering the upgrade Consider installing in development environment and start exploring the new features, even if upgrade is not required immediately 13

14 Option 3: Upgrade Certified BI Apps Release (796x with / ) Best option as all the manual fixes will be done by Oracle as part of certification Still requires manual changes to customized objects of RPD/Webcat, but changes should be minimal It is highly recommended to wait for this release, unless there is a compelling business need for the immediate upgrade 14

15 Financial Analytics Cascading Prompts Select Fiscal Year = 2008 Fiscal Quarter shows only 2008 values In-place Drill using presentation hierarchies Slide 15 Oracle Confidential Internal Use Only

16 Financial Analytics Graph Sliders Enhanced Visualizations Playback option Slide 16 Oracle Confidential Internal Use Only

17 Oracle BI Applications Roadmap 17

18 Oracle BI Applications Release Roadmap Available Convergence Release Planned Dual ETL Support Applications Unlimited ODI INFA Apps Unlimited SAP Fusion Apps g Fusion Apps SAP Select Edge / Industry 11g PS1 11g PS Certification with OBIEE 11g

19 Oracle BI Applications Planned Additional Content 11g Family FINANCIALS MANUFACTURING Commitment Control & Public Sector Financial/Budget Quality Analytics Analysis Enhancements to Order Mgmt and Inventory Fusion Scorecard/embedded analytics for Financial Analytics Manufacturing Analytics (EBS) Fixed Assets (Assets Revaluation, Leases, Warranties) Manufacturing Analytics (JDE) FSG Integration with Financial Analytics Enterprise Asset Management HFM Integration and extensions for EPM Add back new Fusion content for Sourcing, Inventory/Cycle AX Accounting support (Global Accounting Engine) Count, Order Holds/Aging HR CRM Compensation Price Analytics (EBS) HR Competencies / Qualifications Service Analytics (EBS R12) HR Performance Management Service Analytics (PSFT HelpDesk) Benefits Sales Analytics (Usage Accelerator Oppty Action Plan and Workforce Optimization Analytics Usage) Time & Labor, Absence/Payroll/Global Payroll Loyalty Analytics enhancements Public Sector Case Analytics enhancements PROJECTS Project Analytics (resources, scheduling, grants accounting, GBU & EDGE PRODUCTS etc.) Warranty Analytics JDE Adapter for Project Analytics Integration of Agile PLM Analytics Add back new Fusion content for Project Commitments, Integration of Retail Analytics Project Cross Charge Integration of Fusion Transportation Intelligence HIGHER EDUCATION Integration of Incentive Compensation Analytics Integration of PeopleSoft Campus Solutions Integration of P6 Analytics (Primavera) Academic Enterprise Integration of Tax / Utilities Analytics Integration of Communications Analytics PROCUREMENT Procurement & Spend (Contract Lifecycle Management) Procurement & Spend (integration with Supplier Hub) JDE Adapter for Procurement & Spend Analytics Add back new Fusion content for Procurement Change Orders and Agreements "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" 19

20 Oracle BI Applications 11g Planned Support for Fusion Applications

21 Fusion Applications Complete, Modular Suite of Applications Oracle Fusion Financial Management General Ledger Payments & Collections Common Modules Accounts Payable Accounts Receivable Asset Management Cash & Expense Management KPIs, Dashboards, & Extensibility FW Oracle Fusion Project Portfolio Management Oracle Fusion Human Capital Management Global Human Resources Compensation Management Global Payroll Workforce Lifecycle Management Talent Review Work Oracle Fusion Procurement Benefits Performance & Goal Mgmt KPIs, Dashboards, & Extensibility Oracle Fusion Supply Chain Management Product Master Data Management Inventory Management Distributed Order Orchestration Cost Management KPIs, Dashboards, & Extensibility FW Oracle Fusion CRM Global Order Promising Shipping & Receiving Project Costing Project Billing Project Performance Reporting Purchasing Self-service Procurement Sourcing Customer Master Sales Marketing Project Control Project Integration Gateway Project Contracts Procurement Contracts Supplier Portal Spend & Performance Analysis Incentive Compensation Mobile & Outlook Integration Territory & Quota Mgmt KPIs, Dashboards, & Extensibility FW KPIs, Dashboards, & Extensibility FW KPIs, Dashboards, & Extensibility FW Oracle Fusion GRC Financial Compliance Issue & Risk Manager Access Controls Transaction Controls Configuration Controls KPIs, Dashboards, & Extensibility FW

22 Fusion Reporting and Analytics Consistent, Timely, Complete Oracle Transactional BI (OTBI) Real time, self service reporting directly off Fusion Apps data Pre-packaged content covering major Fusion Applications Built on Oracle BI EE technology Oracle BI Applications (OBIA) Unlimited historical analysis, including trending and cross-domain insight Pre-packaged data warehouse, ETL, metrics, and interactive dashboards Now available for EBS, PeopleSoft, JD Edwards, Siebel Extending to Fusion Applications Built on Oracle BI EE technology Specialized Analytics Financial statements, sales territory planning, project performance, and more built on Essbase technology Whitespace analysis built on Real-Time Decisions and Oracle Data Mining technologies

23 Empowering Customers with OTBI + OBIA Complementary, Comprehensive Solutions Business Solution Business Process Reporting Target Users Data Sources OTBI Current state analysis What are the current deferred payment account balances? Tactical reporting Order more quantity? Fusion Application operational user Purchasing Agent, Billing Clerk, Expense Report User Homogeneous Fusion Applicationscentric OBIA Unlimited historical analysis What is the trend, and how does it compare to this period last year? Strategic reporting Change supplier? Managers and knowledge workers Executive, Manager, Sales Rep, Analyst Heterogeneous Multiple business areas and disparate applications Data Preparation Granular views, No data movement Data warehouse model with transactional detail, persisted data, bulk and incremental data movement, ETL processing Data Availability Real Time Updated periodically via ETL; latency determined by ETL refresh frequency Cross Functional Analysis Single semantic model with conformed dimensions across both

24 Fusion BI Architecture Pre- Packaged Reports & Dashboards Fusion Embedded Analytics Self-Service Query & Reporting Content Summary: 300+ embedded analytics OBIA: 3,000+ reports, 4,000+ metrics OTBI: Covers 35+ Fusion Products BI Common Semantic Model OBIA OBIA Data Warehouse OTBI Real-Time Queries BI Common Semantic Model: Supports highly aggregated trending and real-time transaction listings from a single query model ETL EBS, PSFT, JDE, Siebel, SAP, Other BI View Objects Fusion Apps Transactional Database BI View Objects: Are single source of truth for BI Represent facts and dimensions Implement Apps data security Handle MLS

25 Analytics are Always Available in Fusion Apps 1. Embedded Analytics Individual BI reports in transactional screens Entire BI Dashboard as tab on Fusion Home Page 2. Navigator / Main Menu Menu link to launch BI Homepage Browse the BI content catalog or create new reports 3. Reporting Pane Displays list of contextually relevant reports One-click launch of report in new window Customer configurable

26 Embedded BI in Fusion Applications Embedded Analytics in Transaction Pages Full Apps context and bidirectional event integration Hundreds of pre-built embedded analytics in v1 All BI reports available in Resource Catalog for easy embedding

27 Accessing BI from Fusion Applications Reporting Pane One-click access to reports & dashboards Contextually relevant to current Apps work area Customer configurable content

28 Accessing BI from Fusion Applications Reporting & Analytics Work Area Browse and view entire BI Catalog Access personal & shared reports View/edit BI Publisher report schedules Launch BI tools for advanced actions Create new reports with Report Wizard

29 Business Intelligence for Fusion Apps Summary Solution Offerings Real-time, self-service reporting Historical and complex analysis with a data warehouse Domain-specific, specialised analytics Key Features Consistent user experience Identical tabular, graphical and visualization components used throughout Common semantic model Unified definition of key entities Customer, Invoice, Date, Account, etc. and calculations Tight integration with Fusion Applications Pervasive embedded analytics, role-based dashboards, and reports Architected for Fusion Apps: seamless integration with flex, trees, security, Low cost of ownership Easier installation, functional setups, and systems management

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31 Copyright 2009, Oracle and/or its affiliates. All rights reserved. 31