Information Age Applications

Information Age Applications

OracleBusinessIntelligence

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Customers,Customers,

Suppliers,Suppliers,

Products, …Products, …

Develop

Market

Sell

Order

Plan

Procure

MakeFulfill

Service

Maintain

Finance

HR

Projects

Contracts

Business IntelligenceBusiness IntelligenceBusiness IntelligenceBusiness Intelligence

• Common data model enables a single source of truth

• Comprehensive suite of applications designed to work together

• Robust set of integration services based on open standards

• Modular deploymentby business flow

• Single global instance implementations

• Embedded business intelligence to report KPIs and drive continuous improvement

Foundation:Unified Information Architecture

ExecutivesExecutivesLOBLOB

ManagersManagersBusinessBusinessAnalystsAnalysts

ProfitabilityProfitabilityAnalysisAnalysis

ForecastingForecasting& Modeling& Modeling

Planning & ModelingPlanning & Modeling

BudgetingBudgeting

Goal SettingGoal Setting

Financials, Supply Chain, Projects, PLM, Sales & Marketing, HR, ServiceFinancials, Supply Chain, Projects, PLM, Sales & Marketing, HR, ServiceUs

ers

Us

ers Transaction ProcessingTransaction Processing

OperationalOperationalReportingReporting

Ad-HocAd-HocReportingReporting

Cost to Cost to BudgetBudget

PerformancePerformanceScorecardsScorecards

Management ReportingManagement Reporting

Legacy Systems,Legacy Systems,33rdrd Party Apps Party AppsAS10AS10gg / 10 / 10gg

Oracle: Complete E-Business Intelligence

Deliver Daily Business Intelligence

Align Operations with Corporate Strategy

Maximize Customer and Product Profitability

Accelerate Planning and Budgeting Cycles





Oracle Business IntelligenceRelevant, Timely, Accurate

Enables You To…

What is Daily Business Intelligence?

Daily Business Intelligence is a Comprehensive,Daily Business Intelligence is a Comprehensive,

Embedded Management Reporting Embedded Management Reporting

Application which EnablesApplication which Enables

Better and Faster Decision Making

Daily Business Intelligence is a Comprehensive,Daily Business Intelligence is a Comprehensive,

Embedded Management Reporting Embedded Management Reporting

Application which EnablesApplication which Enables

Better and Faster Decision Making

Using a Radically Simplified Architecture,Using a Radically Simplified Architecture,

Daily Business Intelligence ProvidesDaily Business Intelligence Provides

Better Management Reporting at aBetter Management Reporting at a

Dramatically Lower Cost

Using a Radically Simplified Architecture,Using a Radically Simplified Architecture,

Daily Business Intelligence ProvidesDaily Business Intelligence Provides

Better Management Reporting at aBetter Management Reporting at a

Dramatically Lower Cost

Intelligence Roles

UsersUsers

NeedsNeeds

ManagementManagementReportingReporting

TransactionTransactionProcessingProcessing

Transaction UsersTransaction Users

UnifiedUnifiedDataData

PlansPlansSummariesSummaries

Daily Business Intelligence

Daily Business Intelligence

TransactionsTransactions

Business AnalystsBusiness Analysts Managers / ExecutivesManagers / Executives

PlanningPlanning& Modeling& Modeling

Daily Business Intelligence CoverageReporting for ALL Business Functions

• Marketing

• Sales

• Service

• Contracts

• Finance

• Human Resources

• Project Management

• Marketing

• Sales

• Service

• Contracts

• Finance

• Human Resources

• Project Management

• Order Management

• Planning

• Purchasing

• Manufacturing

• Shipping / Receiving

• Maintenance

• Product Management

• Order Management

• Planning

• Purchasing

• Manufacturing

• Shipping / Receiving

• Maintenance

• Product Management

RelatedRelatedLinksLinks

Key Key PerformancePerformance

IndicatorsIndicators

GraphsGraphsand Trendsand Trends

SummarySummaryResultsResults

Flexible,Flexible,Pre-Built Pre-Built ReportingReporting

DailyDailyResultsResults

MultipleMultipleCurrenciesCurrencies

Flexible Flexible Time PeriodsTime Periods

Flexible Flexible ComparisonsComparisons

Easy,Easy,

IntuitiveIntuitive

DrilldownsDrilldowns

ProcurementProcurement

What is my commodity spend by organization? Are we leveraging volume discounts from our suppliers? How does price, quality, and delivery compare to benchmark? How does cycle time compare to last month / quarter / year? What are the procurement processing bottlenecks?

What product specs and configurations are requested the most? How is global WIP and inventory changing? How can resource utilization be improved? Where are the largest cost variances and what are their trends? How well are suppliers meeting contract and quality requirements?

What products are consistently getting special pricing requests? How many shopping carts were abandoned? What percentage of quotas are being met within my sales group? How many deals are being worked across my channels? How is the new compensation for partners driving indirect sales?

ManufacturingManufacturing

SalesSales

Daily Business IntelligenceEnable Better, Faster Decision Making

FinancialsFinancials

What is my revenue by line of business so far this month? Who are the most and least profitable customers? Which customers pay their invoices the fastest? The slowest? Which expense categories are growing most rapidly? What are my transaction costs?

How does compensation affect project costs? Can I bill out skills at a higher rate? What key positions can this person fill? What certifications / courses have been completed? Do I have enough people for my project?

HumanResources

HumanResources

Daily Business IntelligenceEnable Better, Faster Decision Making

Radically Simplified Architecture10g and E-Business Suite 11i

• E-Business Suite 11i - Unified Data Model

No ETL load since you don’t move the transactions

• Materialized Views

Incremental refresh dramatically reduces summarization load

• Real Application Clusters

Query load directed away from CPUs running transactions

Result: Significant Disk Space Reduction but with100% of Transactions Available for Drill Down

Result: Significant Disk Space Reduction but with100% of Transactions Available for Drill Down

Materialized ViewsEnable High Performance Summarization

Hardware Configuration: SUN Sunfire 12KNumber of Processors: 10Processor Speed : 900 MHz / CPU

Initial LoadInitial Load Incremental LoadIncremental Load

AR Invoice AR Invoice LinesLines

70M records in 100 minutes70M records in 100 minutes 650K records in 30 minutes650K records in 30 minutes

GL Journal GL Journal LinesLines


AP Invoice AP Invoice LinesLines


Summarize-in-Place Architecture

indicates aggregation in a hierarchy

SalesSalesOrderOrder

Product Product CategoryCategory

AR DistributionAR Distribution

CustomerCustomer

ManagerManager

LOBLOB

Sales Sales ChannelChannel

CompanyCompany

Company Company Cost CenterCost Center

Natural Natural AccountAccount

GL AccountGL Account

SourceSourceLedger GrpLedger Grp

CostCostCenterCenter

FC TypeFC TypeFC Type FC Type AssignAssign

FinancialFinancialCategory (FC)Category (FC)

AR HeadersAR Headers& Lines& Lines

ProductProduct

PL / SQL

Incremental

Refresh

Incremental

Refresh

AR Revenue by:AR Revenue by:

Manager LOB Sales ChannelManager LOB Sales Channel

AR Revenue Base SummaryAR Revenue Base Summary

MVMV

Real Application ClustersSupport Mixed Workloads w/ Near-Linear Workloads

Enables you to direct transaction processing and reporting load to different servers

No need tofragment data

Single Database

on Disk Array

DatabaseServers

ApplicationServers

Numberof Users

0

500

1000

1500

2000

2500

3000

3500

4000

Single Node 2 Nodes 4 Nodes

10261026

19001900

36483648

Running on HP ComputersRunning on HP Computers

89%89%ScalabilityScalability

Dramatic Disk Space ReductionSummarize-in-Place or Replicate Transactions?

Conventional Wisdom

Data warehouse several times larger than OLTP database

Conventional Wisdom

Data warehouse several times larger than OLTP database

• Before DBI Summaries Added 3.3 Terabytes

• Size of DBI Summaries 165 Gigabytes

• Percent Increase 5 %

• Transactions Available for Drilldown 100 %

• Before DBI Summaries Added 3.3 Terabytes

• Size of DBI Summaries 165 Gigabytes

• Percent Increase 5 %

• Transactions Available for Drilldown 100 %

Oracle Global Single Instance (GSI) with DBIOracle Global Single Instance (GSI) with DBI

vs.

Evolution of Daily Business Intelligence (DBI)Evolution of Daily Business Intelligence (DBI)

• Procurement Mgmt

• Procure-to-Pay Mgmt

• Service Contracts Mgmt

• Profit and Loss

• Expense Mgmt

• Project Profitability Mgmt

• Project Operations Mgmt

• Human Resources Mgmt

• Marketing Mgmt

• Email Center Mgmt

• Lead Mgmt

• Opportunity Mgmt

• Sales Mgmt

• Quote Mgmt

• Web Store Mgmt

• Procurement Mgmt

• Procure-to-Pay Mgmt

• Service Contracts Mgmt

• Profit and Loss

• Expense Mgmt

• Project Profitability Mgmt

• Project Operations Mgmt

• Human Resources Mgmt

• Marketing Mgmt

• Email Center Mgmt

• Lead Mgmt

• Opportunity Mgmt

• Sales Mgmt

• Quote Mgmt

• Web Store Mgmt

• Plan Mgmt

• Commodity Supplier Mgmt

• Commodity Spend Mgmt

• Product Mgmt - Engineering

• Manufacturing Mgmt

• Customer Fulfillment Mgmt

• Shipping Mgmt

• Payables Mgmt

• Payables Status

• Service Renewals Mgmt

• Capital Project Cost Mgmt

• Contract Project Cost Mgmt

• Plan Mgmt

• Commodity Supplier Mgmt

• Commodity Spend Mgmt

• Product Mgmt - Engineering

• Manufacturing Mgmt

• Customer Fulfillment Mgmt

• Shipping Mgmt

• Payables Mgmt

• Payables Status

• Service Renewals Mgmt

• Capital Project Cost Mgmt

• Contract Project Cost Mgmt

• Product Mgmt

• Product Cost Mgmt

• Inventory Mgmt

• Product Revenue Bookingsand Backlog

• Customer Support Mgmt

• Inbound Telephony Mgmt

• Sales Forecast Mgmt

• Purchasing Performance Mgmt (v7.1)

• Purchasing Status (v7.1)

• Warehouse Mgmt (v7.1)

• Transportation Mgmt (v7.1)

• Maintenance Mgmt (v7.1)

• Depot Repair Mgmt (v7.1)

• Funds Mgmt (v7.1)

• Product Mgmt

• Product Cost Mgmt

• Inventory Mgmt

• Product Revenue Bookingsand Backlog

• Customer Support Mgmt

• Inbound Telephony Mgmt

• Sales Forecast Mgmt

• Purchasing Performance Mgmt (v7.1)

• Purchasing Status (v7.1)

• Warehouse Mgmt (v7.1)

• Transportation Mgmt (v7.1)

• Maintenance Mgmt (v7.1)

• Depot Repair Mgmt (v7.1)

• Funds Mgmt (v7.1)

DBI v5 (11i.8)DBI v5 (11i.8) DBI v6 (11i.9)DBI v6 (11i.9) DBI v7 (11i.10)DBI v7 (11i.10)

Dashboards

KPIs

IntelligenceReports

Dashboards

KPIs

IntelligenceReports

2121

106106

155155

3131

160160

318318

3636

235235

581581

CapabilitiesCapabilities

Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.Oracle confidential. This is not a commitment to deliver. Product directions are subject to change without notice.


Enables You To…









What is Balanced Scorecard?

Balanced Scorecard integrates withintegrates with

Daily Business Intelligence toDaily Business Intelligence to

Provide Hundreds of Pre-Built KPIs

Balanced Scorecard integrates withintegrates with

Daily Business Intelligence toDaily Business Intelligence to

Provide Hundreds of Pre-Built KPIs

Balanced Scorecard enables companies to

develop custom Performance Mgmt Systems to

Align Operations with Business Strategy

Balanced Scorecard enables companies to

develop custom Performance Mgmt Systems to

Align Operations with Business Strategy

Flexible Performance Mgmt SystemsDesign Dashboards to Meet Your Needs

Present information in more strategic ways (e.g. cause and effect relationships)

Create performance management dashboards

Management by ExceptionAccelerate Problem Analysis

• Provide performance color alarms for exception alerting

• Identify out-of-target performance with color-coded graphs

• Scope reasons for exception through cause and effect analysis

Assessment and CollaborationCompliment Data with Personal Insights

FromFrom the latest numbers received from the regions we should be improving our revenue figures rapidly. I have some ideas that I would like to share with you in our next monthly meeting.

Enable owner of strategic objective to share personal assessment about performance, such as availability of new data not incorporated in graph

Consolidated Notes & Document LinksCommunicate and Support Strategic Intent

Annotations describeAnnotations describethe intent of athe intent of astrategic objectivestrategic objective

Links direct attention Links direct attention to related documents, to related documents, including DBI reportsincluding DBI reports

BSC-DBI IntegrationSpeed BSC System Design & Simplify Management

BSC Customized ViewBSC Customized View

DBIDBIMeasureMeasure

BSC Report Showing DBI MeasureBSC Report Showing DBI Measure• Easily display out-of-the-box DBI measures in BSC views with point and click process

• Eliminate need to map or load data into BSC for DBI measures

Repository of Available DBI MeasuresRepository of Available DBI Measures

Web-Enabled Design and Reporting Simplify Design, Loading, and Accessibility

• Design and access BSC system through web browser• Feed BSC system with Oracle or non-Oracle data

AnalystsAnalysts

ExecutivesExecutives

ManagersManagers

1010gg

Legacy Systems, 3rd Party Apps

FinanceFinance

SalesSales

OperationsOperations

BSCBSC

Web Web

Spreadsheets

AccessDesign

• Scorecards• KPIs

• StrategicObjectives


Enables You To…









• Future Profitability Model

• Example: Cost Management Analysis

• Example: Revenue Management Analysis

• Cost Allocation

• Segmentationand Drilldowns

AssessCurrent

Profitability

AssessCurrent

Profitability

IdentifyImprovement Opportunities

IdentifyImprovement Opportunities

Plan andExecutePlan andExecute

Maximize Customer & Product Profitability

Accurate Cost AllocationEnable Product and Service Profitability Analysis

• Calculate profitability, revenue, and cost by- Product- Channel

- Service- Location

* ABC = Activity Based Costing

- Customer- Time Period

• Model cost structure for use in profitability forecasts

Direct CostsDirect Costs

Indirect CostsIndirect Costs

MapMap

MapMap

RevenuesRevenuesfrom GLfrom GL

AllocateAllocate

via ABC*via ABC*

MaterialsMaterials

ActivitiesActivities

ProductsProducts

ServicesServices

CustomersCustomers

ChannelsChannels

MaterialsMaterials

ActivitiesActivities

Segmentation and Drill DownsIdentify and Analyze Improvement Opportunities

Segment Products, Customers, Channels,

and Locations

Drill Down to MultipleLevels of Detail

• By profitability• By revenue• By cost

Region

Country

City Company

Account

LocationLocation

CustomerCustomer

Future Profitability Model Evaluate “What-If” Scenarios

• Project future sales- Use standard techniques (e.g. Holt-Winters)- Manually input projections

• Determine resource requirements and costs with Activity Based Budgeting

• Calculate lifetime value of customers

North America Sales ForecastStatistics: MAPE = 3.38% MAD = 199,964.63 RMSE = 286,581.40

Example: Cost Mgmt AnalysisDefine Actionable Goals to Drive Cost Strategy

Cost targets assigned to specific activities clarifyaccountability for driving improvements

• Cost control• Outsourcing• Capacity management• Business process re-engineering

• Cost control• Outsourcing• Capacity management• Business process re-engineering

Improve EfficiencyImprove Efficiency Improve EffectivenessImprove Effectiveness

• Service level re-balancing• Error prevention vs. correction• Core vs. support activities• Channel entry / exit / re-design

• Service level re-balancing• Error prevention vs. correction• Core vs. support activities• Channel entry / exit / re-design

Identify highIdentify highcost activitiescost activities

Find internalFind internalbest practicesbest practices

Compare activity costs Compare activity costs to int / ext benchmarksto int / ext benchmarks

Set target Set target costscosts

Evaluate “what-if”Evaluate “what-if”scenariosscenarios

Set target Set target allocationsallocations

Check activity Check activity alignmentalignment

with corporate strategywith corporate strategy

Baseline current Baseline current activity / cost allocationactivity / cost allocation

Identify target Identify target activitiesactivities

Example: Revenue Mgmt AnalysisDefine Actionable Goals to Drive Revenue Strategy

IdentifyUnprofitable Segments

IdentifyUnprofitable Segments

Identify HighlyProfitable Segments

Identify HighlyProfitable Segments

Evaluate “What-If” ScenariosEvaluate “What-If” Scenarios

• Pricing• Product / service mix• Bundling• Customer migration & mgmt• Product entry / exit / re-design• Channel entry / exit / re-design• Merger integration

• Pricing• Product / service mix• Bundling• Customer migration & mgmt• Product entry / exit / re-design• Channel entry / exit / re-design• Merger integration

Decide Best Course of Action

Decide Best Course of Action

Communicate Target Info

to Marketing

Communicate Target Info

to Marketing

Set Targets& Goals

Set Targets& Goals

Input

Cost Informationand Decisions

Cost Informationand Decisions


Enables You To…









Define• Identify KPIs

• Develop plans basedon corporate strategy

Analyze• Run multi-dimensional

what-if scenarios

• Calculate variance

• Determine profitability

• Add user-defined annotations

Create• Identify organization

• Map plans to budget lines

• Develop hierarchies

• Build financial models

Distribute• Streamlined automated process

• Budget lines by Org

• Notify managers

Submit & Approve• Adopt budget

• Notify managers

• Document / post

DefineDefine DistributeDistribute AnalyzeAnalyze SubmitSubmit ApproveApproveCreateCreate

Integrated Business ProcessesStreamline the Planning and Budgeting Cycle

Monitor & Improve• Create budget book & monthly pack reports

• Analyze variance

• Examine exceptions

• Re-forecast

Planning Process ManagementPlanning Process Management

Automated Planning Process MgmtSimplify Administration, Control, and Auditability

• Clearly Define thePlanning Process

- Rules- Schedules

• Automate Tasks- Set calendars- Distribute worksheets- Solicit and validate submissions- Communicate assumption changes- Route for approval

• Track Actions and Status

- Tasks- Owners

Consistent Plan and Budget DefinitionEnsure Agreement with Corporate Strategy

Share business drivers, constraining models, and allocation rules across the enterprise to ensure consistency…

• at various time scales• at multiple levels of detail

CorporateStrategy

CorporateStrategy

5 YearPlan

5 YearPlan

Fiscal YearPlan

Fiscal YearPlan

Quarterly Plan for Rolling18 Months

Quarterly Plan for Rolling18 Months

Business Unit 1Plan

Business Unit 1Plan

Business Unit 2Plan

Business Unit 2Plan

Business Unit 3Plan

Business Unit 3Plan

• between business units

Comprehensive AnalysisValidate New Plans with Historical Information

• Integrate Financial & Operational Data from Multiple Sources- Data warehouses- Spreadsheets- Legacy / proprietary systems- Oracle sources

• Perform Analysis

- Business calculation templates

- Industry templates- Standard reports

and graphs- Ad hoc analysis

- Trends- Variances- Cause & effect

relationships- Impact on profits

ToolsTools InsightsInsights

• Share Analyses via Briefing Books

• Automate the PerformanceUpdating Process

- Gather data from multiple sources- Perform calculations and analyses- Update forecasts and reports on a

rolling basis- Generate and send worksheets /

alerts to users

• Collaboratively Adjust Forecasts- Gather user inputs via workflows- Run multiple what-if scenarios- Decide best adjustments- Share analyses

On-Going Performance MonitoringRapidly Update and Fine-Tune Plans / Budgets

On-Going Performance MonitoringStrengthen Performance Accountability

Assign personal and hierarchical responsibilities across functions to plans, forecasts, and data

Assign personal and hierarchical responsibilities across functions to plans, forecasts, and data

Send automatic alerts to underperforming areas for explanation or corrective actionSend automatic alerts to underperforming areas for explanation or corrective action

Provide secure access to all information as required by role and responsibility

Provide secure access to all information as required by role and responsibility

Oracle Business Intelligence

Deliver DailyBusiness Intelligence

Deliver DailyBusiness Intelligence





Accelerate Planningand Budgeting CyclesAccelerate Planning

and Budgeting Cycles

Flexible and pre-built mgmt reports, drill-downs, simplified architectureFlexible and pre-built mgmt reports, drill-downs, simplified architecture

Comprehensive scorecards,exception alerts, annotationsComprehensive scorecards,exception alerts, annotations

Accurate cost & profitability modeling, reporting, and drill-downsAccurate cost & profitability modeling, reporting, and drill-downs

Streamlined enterprise planningand reporting, on-goingperformance monitoring

Streamlined enterprise planningand reporting, on-goingperformance monitoring

Oracle Business Intelligence Products

Develop

Market

Sell

Order

Plan

Procure

Make

Fulfill

Service

Maintain

Finance

HR

Projects

Contracts

Customers,Customers,

Suppliers,Suppliers,

Products, …Products, …

Business IntelligenceBusiness Intelligence

Management Reporting

• E-Business Intelligence

• Balanced Scorecard

Management Reporting

• E-Business Intelligence

• Balanced Scorecard

Planning and Modeling

• Activity Based Management

• Performance Analyzer

• Enterprise Planning and Budgeting

• Financial & Sales Analyzers

Planning and Modeling

• Activity Based Management

• Performance Analyzer

• Enterprise Planning and Budgeting

• Financial & Sales Analyzers

Information Age Applications

Date post:	12-Jan-2016
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Information Age Applications

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