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Deliver a Standardized BI Platform Across Oracle Applications & Beyond Paul Turner – Director, Technical Marketing

March 7, 2005 – NorCal Oracle Applications User Group

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Agenda

• Today’s analytic challenge• The DecisionPoint difference• DecisionPoint’s solution

– Source Experts

– Financial Performance Warehouse

– DecisionCast

• Summary• Questions

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Multiple ERP instances

Different ERP’s

LegacySystems

CustomSystems

Today’s Analytic Challenge

How to deliver analytics?

Provide self service?

Integrate the view?

Cubes

StaticReports

Spreadsheets

DataMarts

BI Tools

Effectively manage?

Provide consistency?

Reduce cost?

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Today’s Performance Management Solutions

1. Custom ERP integration

2. Difficult to integrate across multiple ERP’s

3. Risk of not meeting reporting needs

4. Hard to keep consistent

5. Barriers to connect finance to operations, summary to detail

“CIO’s are struggling to deliver consistent data that provides a single view across the enterprise. CIO’s who

seek this so-called “single version of the truth” must feel like they are playing an endless game of Whack-A-Mole—every time they stamp out a renegade analytic

silo, another pops up elsewhere.”

Strategies for Consolidating Analytic Silos. Wayne Eckerson, July 04.

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Challenges of Reporting from your ERP ….

1.It will jeopardize operational performance

2.Reports will be slow and hard to tune

3.No other data or history beyond your ERP instance

4.Specific reports may be hard to deliver

5.You’ll probably end up cloning your ERP instance!

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A Consistent View Delivers Strategic Value

“A properly designed data warehouse provides a complete, accurate and easily accessible perspective of

your company. It also supports the successful deployment of BI tools and applications. Although you can derive value from BI without investing in a data warehouse, in the long term, the cost will be higher

and the business impact will be short-term, tactical and localized.”

Kevin Strange, Client Issues for BI and Data Warehousing for 2004, 16 October 2003

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A Data Warehouse – Strategic but Risky

• Lengthy and resource intensive– Lengthy requirements gathering

and schema design• Complexity adds risk

– Complex integration and transformations

– Risk of misinterpreting business requirements

• Costly to maintain– Risk of poor schema design

that’s hard to customize– Requires continual maintenance

with sourcing environment

“75% of data warehouse implementation efforts will fail

to meet delivery targets or fail to achieve business benefits”

– Gartner Group

“20% fail outright and 50% fall short of expectation”

– Meta Group

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Just the Facts – Building it Yourself

• Ongoing production costs of a customDW approx $500,000/subject area

• Typical FTE support for successful custom DW project between 8 and 10

• 50% of custom DW’s take more than18 months

• On going production costs approx $614,000 / subject area

• 57% of organizations cite time as the major challenge for any build solution

• Hand written code is the main development portion cited by 70% of organizations

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DecisionPoint’s Financial PerformanceManagement Solution

DecisionCast®

Financial Performance Warehouse

Source Experts™

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Why an Integrated and Pre-Configured Solution is Better

Accelerates Delivery

and

Mitigates Risk

Speeds requirements and design Increases chances of meeting user needs Dramatically reduces time to integrate Frees resources to focus on the specifics

Reduces Maintenance

Lowers BI tool maintenance Intelligently remaps with ERP upgrades Extends with ERP customizations Grows with consistent metadata

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The DecisionPoint Difference

1. Unparalleled ERP to analytics integration

2. Pre-built content to drive performance management

3. Connects financial & operational, summary to detail

4. Integrates across ERP instances and investments

5. End to end integration from source to report.

A high performance cross ERP environment designed for delivering BI & Performance Management

The Result?

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The Challenge: The Challenge: MANY Businesses across MANY CountriesMANY Businesses across MANY Countries

The Challenge: The Challenge: MANY Businesses across MANY CountriesMANY Businesses across MANY Countries

BT Integrates their View of the Business

• 90+ legal entities90+ legal entities• 50+ countries50+ countries• 40 base currencies40 base currencies• 15 Oracle financials instances15 Oracle financials instances• 16 Charts of Account16 Charts of Account• 3 Non-Oracle financials3 Non-Oracle financials

• Manual processesManual processes• Global inconsistenciesGlobal inconsistencies• Lack of confidence in data or central Lack of confidence in data or central

controlcontrol• Reconciliation of data between high Reconciliation of data between high

level management reports and detailed level management reports and detailed analysisanalysis

The Result: The Result: ONE Business across MANY CountriesONE Business across MANY Countries

• Consolidate everything onto one CoAConsolidate everything onto one CoA• Rationalize and centralize processesRationalize and centralize processes• One data warehouse for all One data warehouse for all

reporting/analysisreporting/analysis• Complete implementation in 2 monthsComplete implementation in 2 months

• Streamlined OperationsStreamlined Operations- Common formats across all business units- Common formats across all business units- Standard reports and templates - Standard reports and templates - Translation rules embedded in process- Translation rules embedded in process

• Reduced CostsReduced Costs--Faster time to data accessFaster time to data access-Faster close-Faster close

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DecisionPoint’s Financial PerformanceManagement Solution

Industry’s Fastest ERP Data Integration

Intelligent sourcing from ERP systems

DecisionCast®

Financial Performance Warehouse

Source Experts™

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OperationalSystems

DecisionPoint Source ExpertsTM

Oracle, Applications

Peoplesoft

Other

Source Experts

• Probes source system and customizations

• Automatic extraction and transformation

• Converts complex sources to pre-configured star schemas

Financial Performance Warehouse

• Finance

• HR

• Manufacturing

• Distribution

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Source Experts – Under the Covers

Operational Systems Financial Performance Warehouse

GL_CODE_COMBINATIONS.SEGMENT2Department

Asset Additions

FA_ADDITIONS.ATTRIBUTE1Insurance Co

Memory

Sq Footage

FA_LOOKUPS.MEANINGAsset Type

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Benefits of Source Experts

Fastest IntegrationFastest Integration• Automatically integrate to major ERP’s

• Transparently extract summary and detail

• Populates 80 pre-configured data models

• Integrates in days

Easy to customizeEasy to customize• Understand ERP specific metadata

• Oracle: Flexfields, FSG’s

• Peoplesoft: Trees and Chartfields

• SAP: Chart of accounts

• Drag and drop additional fields

Reduced maintenanceReduced maintenance• Upgrade packages remap to ERP schema changes

• Adapts to create new logic based

• Removes costly impact of major ERP upgrades

Confident deliveryConfident delivery• Quality assured extraction processes

• Traceability from report to source

• Error and extraction logging

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The Smart Way to Manage Change

The Change …. Without DecisionPoint With DecisionPoint

ERP Upgradee.g. Oracle Apps 10.7 to 11i

• Hundreds of changes

• Months of remapping

• Out of the box!

• Simply import a new Source Expert package

ERP Customizatione.g. New COA Structure

• New SQL required

• Custom extension model

• Remapping of reports

• Out of the box!

• Just refresh or add the flexfields, trees, or Chartfields

New/Additional ERP Systeme.g. Peoplesoft, SAP R/3

• Understand ERP & API’s

• Mapping of ERP to model

• Add a new Source Expert

• Automatically maps into data model

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The Power Behind Time to Value

British Telecom consolidated 90 GLs in 90 legal entities using 46 currencies in 7 weeks reducing their reporting costs by 10%.

PGA integrated 5 years worth of Oracle data- and were up and running in 5 days.

Deployed in 90 days, integrating legacy and ERP systems- reducing maintenance staff from 11 to 3

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DecisionPoint’s Financial PerformanceManagement Solution

Finance-Centric Data Warehouse

Pre-built, auto-configured and extensible

DecisionCast®

Financial Performance Warehouse

Source Experts™

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The Financial Performance Warehouse – By the Numbers

4 Functional AreasAcross Finance, Manufacturing, HR and Distribution

16 Business DomainsDelivering insight for each individual department

10 Years of developmentContinuously proved and improved at leading organizations

Analytic ModelsFor deep analysis into each business activity80

1 Integrated Warehouse across ERPs

That deploys quickly and grows with your organization

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One Solution for Finance and Operations

“By 2005, a consolidated approach that links operational analytics will be an enterprise requirement, often built on an

enterprise financial data warehouse”

John Van Decker Sarbanes-Oxley: Driving Companies Toward Integrated Analytics

Connecting Manufacturing …Connecting Manufacturing …….with DistributionIncorporating HR ..All Integrated into Finance

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Rapid to Implement, Pre-Configured Models

Functional Areas

Finance Human Resources

Manufacturing Distribution

Financial Statements

Employee Analysis Bill of Materials Order Management

General Ledger Training Work in Process Inventory

Accounts Payable Advanced Benefits Purchasing

Accounts Receivable

Payroll

Fixed Assets

Purchasing

Grants Accounting

Project Accounting

Bu

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Delivers the Visibility That Business Users Need

• Drill From Summary to Detail From: Revenue, Expense, Profitability, Trends To: Invoices, Orders, Purchase Orders

• See Behind the Financials: From: Income Statements, Balances Sheets To: Sub ledgers and the detail

• Identify Operational Root Causes From: General Ledger, Accounts Payable/Receivable To: Purchasing, Inventory, Manufacturing, HR

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Business Domains In Finance

AccountsAccountsReceivableReceivable

AccountsAccountsPayablePayable

FixedFixedAssetsAssets PurchasingPurchasing ProjectProject

AccountingAccounting

Finance

Grants Grants AccountingAccounting

General General LedgerLedger

Financial Financial StatementsStatements

• Automate and speed financial reporting across disparate systems

• Monitor and analyze revenue, expenses, and profitability performance

• Analyze accounts receivable customer and invoice aging

• Optimize fixed asset usage and retirement

• Track complex project costs and associated revenue

• Understand grants award income and expenditures

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PayrollPayroll TrainingTraining AdvancedAdvancedBenefitsBenefits

Employee Employee AnalysisAnalysis

Business Domains in Human Resources Human Resources

• Visibility into headcount and salary distribution

• Optimize HR resources based on cost and productivity

• Provide improved services and training to the employees

• Understand underutilized benefit programs

• Monitor department transfers, hiring and termination

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Order Order ManagementManagement InventoryInventory PurchasingPurchasing

Business Domains In Distribution Distribution

• Analyze over and underperforming customers and products

• Understand inventory on hand and incoming inventory

• Optimize excess inventory and reduce inventory shortages

• Identify product quality issues and order-to-ship bottlenecks

• Understand purchasing discounts and vendor pricing

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Work In Work In ProcessProcess

Bill Of Bill Of MaterialsMaterials

Business Domains in Manufacturing Manufacturing

• Analyzing the potential for lost or delayed revenue due to product shortages or modifications

• View all aspects of the BOM including

• components, assemblies, substitute components, routings and explosions

• Identify shortages in raw materials for jobs in process or just beginning

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Shared Metadata Connects Financial to Operational

General Ledger

General Ledger

Accounts Payable

Accounts Payable

PurchasingPurchasing

InventoryInventory

Bill of Materials

Bill of Materials

Fin

anci

alO

pera

tiona

l

• Accounts

• Period

• Department

• Vendors

• InventoryItem

• Inventory Item

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The ERP Agnostic Solution of Choice

• Avoid ERP analytic stovepipesand lock in

• Deliver a common view ERP’s

• Deploy a performance management delivery platform

Multiple ERP instances

Different ERP’s

LegacySystems

BespokeSystems

OneView

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DecisionPoint’s Financial PerformanceManagement Solution

Financial Intelligence

Integrated analytic environment DecisionCast®

Financial Performance Warehouse

Source Experts™

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Scalable, Personalized Insight with DecisionCast

• Easy to use:– Personalized dashboards– Self service query– Scheduled reporting– Bursted report broadcast– Browse and query the entire

warehouse• Fast and flexible to deploy:

– Pre-configured to work withbusiness domains

– Code free development– Oracle and NTLM authentication

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Extends to Microsoft Excel

• Up to date Excel worksheets

• Book quality reports

• Offline access

• Incorporate any data from the warehouse

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Open, Built In Cell Level Security

• Uses Oracle FGAC or database views and synonyms on fact and dimension tables

• Driven by one or more dimension tables• Optional additional restrictions on

available fact table columns• Security Group is a group of dimensions

and associated list of values– Users assigned to groups– Users have physical database

accounts

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Integrates with Existing Analytic Investments

• Single integrated view –across analytic tools– OLAP– Query– Reporting– Planning– Consolidation– Mining

• Best practice warehouse• Star schema• Federated dimensions• Highly attributed

OLAP Query ReportingPlanning

&Forecasting

DecisionPoint Financial Performance Warehouse

Source Experts

Consolidation

OracleApplications

SAPPeoplesoft Custom

Mining

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The DecisionPoint Solution

Source Experts™Source Experts™

Data Sources

Financial Performance Warehouse™Financial Performance Warehouse™

OracleOracle®® OtherOtherPeoplesoftPeoplesoft®®

Financial Performance Management™Financial Performance Management™

TailoredTailoredIntegrationIntegration

FinanceFinanceHuman ResourcesHuman Resources DistributionDistributionManufacturingManufacturing

FinancialFinancialReportingReporting

ManagementManagementReportingReporting

ComplianceComplianceMonitoringMonitoring

PerformancePerformanceAnalysisAnalysis

33rdrd Party Party BI Tools BI Tools

FinancialFinancialApplicationsApplications

DecisionCastDecisionCast®®

SAPSAP®®

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The DecisionPoint Difference

1. Unparalleled ERP to analytics integration

2. Pre-built content to drive performance management

3. Connects financial & operational, summary to detail

4. Integrates across ERP instances and investments

5. End to end integration from source to report.

Unprecedented speed of implementation, with integration that lowers ongoing maintenance

The Result?

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Joint Success with Market Leading Organizations