Salvage Your Investment in Discoverer with Oracle BI Cloud Services (BICS)

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1 Salvage Your Investment in Discoverer with Oracle BI Cloud Services (BICS) Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC Alan Lee Director, Product Management Oracle Corporation March 10, 2015 Copyright Apps Associates LLC. 1

2 Agenda Introduction Why Migrate What is BICS? Migrating Discoverer to BICS Live Demonstration Behind the Scenes Apps Associates Offering Q & A Copyright Apps Associates LLC. 2

3 Confidentiality Statement Apps Associates The content of this document is proprietary, confidential information pertaining to Apps Associates products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates. Oracle The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporate 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. Copyright Apps Associates LLC. 3

4 About Apps Associates Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC Copyright Apps Associates LLC. 4

5 Performance. Growth. Excellence. Global Reach for Global Customers Founded in employees HQ in Massachusetts US (East, Central, West) Europe, India, Middle East Oracle BI Journey Started in 2007 Represents 40%+ of Our Business BI Pillar Partner & Specialized Oracle Platform Technology Solutions BI/EPM Oracle BI Applications Leadership Board Beta Program for ODI 12c First Oracle Exalytics Certified Delivery Partner Analytics in a Box (Co developed H/W S/W bundle offering with Oracle) One of the first partners selected for BI Cloud Services (BICS) - Certified AWS Certified for Oracle on AWS (only 2 partners worldwide) Over 125 consultants (all employees) delivering OBI services Proprietary data lineage and migration tools Exalytics Certified Copyright Apps Associates LLC. 5

6 Keys to a Successful BI Program Business, Technical, Functional, and Infrastructure Services: All from one organization Lifecycle of Services Assess Deploy Integrate Train Support Optimize Oracle Centers of Excellence Business Intelligence Cloud Hyperion Engineered Systems ERP / Fusion Apps Architecture Services Strong Process Background Fusion Engage Managed Business CRM Architecture Middleware / Security / Performance Services Multiple Distributed Sources Apps Oracle Integration with IT Strategy ShipConsole University Testing Training & Adoption Exalytics Certified Delivery Partner Copyright Apps Associates LLC. 6

7 Complete BI/EPM Service Offerings All Platforms Advise Implement Optimize & Support Integrate BI / EPM Assessment and Roadmaps BI on Cloud OBI Architecture Assessment Data Governance Process Design and Implement MDM for BI / EPM OBI / Hyperion and R12 Planning Integration of structured and unstructured data OBI Foundation Suite BI Apps EPM User Adoption & Training BI / EPM on the Cloud Endeca Information Discovery (EID) EID for EBS (connectors) BI Cloud Services (BICS) Upgrades Support Services for OBI and EPM User Training Functional Design Tool Adoption Methods Report Rationalization New Module Development EBS PeopleSoft SAP Salesforce.com JD Edwards Siebel Clarity Lawson Kronos PPM ADP Demantra Oracle Governance (GRC) Oracle Learning Management BICS Oracle Database Appliance On-Premise Copyright Apps Associates LLC. 7

8 Why Migrate: A trip down memory lane Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC Copyright Apps Associates LLC. 8

9 Which One Would You Like to Have? Multiple devices Expand and change as necessary Complicated setup One device does all Provides all functionality Ease of install and start Copyright Apps Associates LLC. 9

10 Which One Would You Rather Have? Serves one purpose What you see is what you get Traditional way, no learning Less productive Serves multiple purposes New apps and updates pushed Rich features More learning than traditional More productive Copyright Apps Associates LLC. 10

11 Does this look familiar? Lot of manual effort Not scalable Wait time, long lines, holidays Dependency no money until drive down to bank Geography dependent - ATM machine Automated saves time exponentially Focus on what to do not how to do Be anywhere, any geography, any time Secure less lost checks Copyright Apps Associates LLC. 11

12 How would you like to power your home or office? Your own equipment on premises You install, manage etc. full control No expansion, constant upkeep Unique to you, worry about downtime Just consume same as others Want more, ask for it no change Minimal install Always there Don t think about it Copyright Apps Associates LLC. 12

13 Lets Bring It All Together On Premise Discoverer Multiple devices Expand and change as necessary Complicated setup Serves one purpose What you see is what you get Traditional way, no learning Less productive Your own equipment on premises You install, manage etc. full control No expansion, constant upkeep Unique to you, worry about downtime Lot of manual effort Not scalable Wait time, long lines, holidays Dependency drive down to bank Geography dependent ATM machine BI Cloud Services One device does all Provides all functionality Ease of install and start Serves multiple purposes New apps and updates pushed, rich features More learning than transitional More productive Just consume same as others Want more, ask for it no change Minimal install Always there don t think about it Automated saves time exponentially Focus on what to do not how to do Be anywhere, any geography, any time Secure less lost checks Copyright Apps Associates LLC. 13

14 Discoverer Report in BICS Copyright Apps Associates LLC. 14

15 BICS : Best of both worlds Analytics Reports Based on Discoverer Views Discoverer Reports Based on Discoverer Views Copyright Apps Associates LLC. 15

16 Benefits of Migration 1. Discoverer End of Life 2. Data from multiple sources, not just EBS 3. Focus on answers to questions you are looking for in reports 4. Data analysis and decision making very different now 5. Actionable Insight Focus on exceptions with ability to drill to detail and take action 6. KPI, Chart and Summary Table based reports with drilldown capabilities to details 7. Option to create Discoverer like reports in BICS 8. Access reports on any device (desktop and mobile) 9. Richer self-service report creation capability with minimal training Copyright Apps Associates LLC. 16

17 What is BICS? Alan Lee Director, Product Management Oracle Corporation Copyright Apps Associates LLC. 17

18 Business Intelligence Cloud Service Based on proven BI technology relied on by millions of users Integrated with Oracle Database Cloud Service Built-in mobile Simple administration and data integration Low-cost monthly subscription Copyright Apps Associates LLC. 18

19 Why Oracle BI Cloud Service? Quick Time to Value All required capabilities pre-integrated in a single service Analytics for everyone... from the workgroup to the enterprise Built for user self-service Copyright Apps Associates LLC. 19

20 Powerful BI. Low Cost of Ownership. Proven BI Platform Enterprise Class Feature Rich Oracle Data Centers Oracle Owned and Operated Highest Industry Security Standards Fully Managed Upgrades and Patching 99.5% Availability Copyright Apps Associates LLC. 20

21 What You Get Pre-Production Production Two independent environments: separate database, BI service Easy T2P, P2T 99.5% availability Oracle managed patching and upgrades Copyright Apps Associates LLC. 21

22 Proven Dashboard & Analysis Platform Rich Charting Gallery, Interactive Visuals, & Comprehensive Formatting Drilling, Advanced dynamic prompting, Rightclick interactions, master-detail linking Pivoting and Visual Aggregations Full featured query generation and calculation engine Comprehensive filtering and aggregation Powerful OLAP groupings, selections Hierarchical, time-series, and statistical functions Copyright Apps Associates LLC. 22

23 Automatic Mobile Support Based on BI Mobile HD Analytics on mobile with no additional development Touch, drill, interact Swipe, zoom touch gestures Offline access to content with fine-grained security to grant or revoke privileges Copyright Apps Associates LLC. 23

24 Focus on What s Important! 1. Load your data 3. Author reports, visualizations and interactive dashboards 2. Organize and secure your data 4. Use, share and distribute Copyright Apps Associates LLC. 24

25 Discoverer Migration to BICS: Process and Tools Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC Copyright Apps Associates LLC. 25

26 Discoverer Report As Is Copyright Apps Associates LLC. 26

27 Migration Process On Premise Cloud Cloud Copyright Apps Associates LLC. 27

28 AR Transactions Report Description Base View (out of the box) Custom View AR Invoices ARFG_INVOICE_ARS None AR Transactions ARFG_AR_TRANSACTIONS None Customers ARFG_CUSTOMERS None Customer Sites ARFG_CUSTOMER_SITES XX_ARFG_CUSTOMER_SITES Customer Locations ARFG_LOCATIONS XX_ARFG_LOCATIONS Copyright Apps Associates LLC. 28

29 BICS Data Modeler and Answers Create tables in BICS DB Expose fields to report Copyright Apps Associates LLC. 29

30 Business Areas to BICS Subject Area Copyright Apps Associates LLC. 30

31 BICS Report Designer Copyright Apps Associates LLC. 31

32 Discoverer Report in BICS Copyright Apps Associates LLC. 32

33 Apps Associates Offering: Process and Accelerator Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC Copyright Apps Associates LLC. 33

34 Migration Process On Premise Cloud Cloud Copyright Apps Associates LLC. 34

35 Discoverer (DISCO) to BICS Accelerator BICS DB BICS Reports Map DISCO Views to BICS Star Schema for reporting 1. Combination of methodology and developer code 2. Pre-built reports and metrics delivered via BICS Dashboards 3. Pre-built schema for Out of the Box Discoverer Views 4. Pre-Built extract programs to load Discoverer data into BICS Database 5. Pre-Built extract programs to incrementally update BICS database 6. Pre-Built reporting fields for ad-hoc self service fields 7. Pre-Built E-Business Security extended to BICS Copyright Apps Associates LLC. 35

36 Procurement Accelerator: Procure to Pay Process Requisition Processing Enter Requisition Approve Requisition Purchase Order Processing AutoCreate or Enter Order Approve Order Send order to vendor Receive order to purchasing Invoice Processing Enter Invoice Match invoice to order/receipt Pay vendor Payment processing Enter payment Pay suppliers Copyright Apps Associates LLC. 36

37 Procurement Accelerator: Procure to Pay Fields Copyright Apps Associates LLC. 37

38 Procurement Accelerator: Procure to Pay Fields Copyright Apps Associates LLC. 38

39 Apps Associates Pre-Packaged Accelerators Financial Close Hire to Retire Each Accelerator Provides Reports 15 Dashboards 5 Reportable Fields 75+ Order to Cash BICS Custom App Data Model Security Mobile Yes Yes Yes Forecast to Delivery Procure to Pay Excel Upload Training Yes Yes Copyright Apps Associates LLC. 39

40 Apps Associates Accelerators *Under Development 1. Back Office Processes 2. Industry Vertical Solutions* 3. Discoverer to BICS Migration 4. BRIO / IR to BICS Migration 5. PBCS / Essbase to BICS Integration 6. EBS Security Integration 7. SQL Cart Automation 8. Rest API Data Loads* 9. Workday and BICS Integration 10. Salesforce and BICS Integration* 11. Taleo and BICS Integration* Copyright Apps Associates LLC. 40

41 Closing: You Decide 9i (2002) 10g (2003) 11g (2009) ipod introduces a year back No Blackberry Smart phone No iphone No Twitter, No Facebook, No Micro SD No Cloud 3G technology just starting No 3D TV No ipad Cloud just starting Think about Return on Investment (ROI) 1. Moving off from an unsupported system 2. Fast provisioning and Fully managed software 3. Operational investment (SaaS based) 4. No H/W and management cost 5. Better root cause analysis 6. Rapid Deployment Apps Associates accelerators 7. Self Service all types of reports Look for Oracle s Statement of Direction Document Google Search : Oracle s Statement of Direction for Discoverer Copyright Apps Associates LLC. 41

42 Thank You Salvage Your Investment in Discoverer with Oracle BICS Kshitij Kumar Global VP of BI/EPM and CTO Apps Associates LLC Alan Lee Director, Product Management Oracle Corporation Next Webinar on BICS: April 09, 2015 Managing the Procure to Pay Process Copyright Apps Associates LLC. 44

43 Connect with Us Web: YouTube: LinkedIn: Facebook: Google+: Copyright Apps Associates LLC. 45

44 Thank You!

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