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About this Presentation
Audience: Finance and IT Executives, New or Existing
Customers, Partners Speaker: Sales or Sales Consultants Objectives:
Review of Oracles EPM Vision and Management Excellence Introduction to BI Applications Components and benefits of BI Applications
Customer examples Speaking points are in the notes pages
Length: 55 slides Authors: Mike Watschke, Erik Lindquist Release date May 2009
Feedback please send any comments or suggestionsto the authors
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Oracle Business Intelligence Applications:Complete Solutions for Rapid BI Success
Presenters NamePresenters Title
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Agenda
Oracle BI Strategy
The critical need for BI Applications
Oracle BI Applications overview and
benefits
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Product StrategyOverview
Integrated Enterprise Performance ManagementSystem Unifies intelligence from Transaction, Business Intelligence,
and Financial Management Systems
To drive business performance improvement Better strategy, better plans, better decisions, better results
with less cost & complexity
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Oracles EPM Vision: Extend OperationalExcellence to Management Excellence
Time
CompetitiveAdvantage
OPERATIONAL EXCELLENCE
MANAGEMENT EXCELLENCE
6 6
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Why Have BI ApplicationsBecome So CRITICAL?
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Business Intelligence Challenges
BUSINESS
Lack visibility and insight intoperformance, processes, andcustomers
Pooralignment of decisions and
actions at all levels with strategyand goals
Lack single, consistent view ofinformation
Time wasted gathering data tomanage and report
IT
Backlog of report requests andneed to provide self-serviceaccess to intelligence
Resource constraints inhibit
ability to broaden BI deploymentto meet demand
Complex IT environmentsdisparate data, applications, andintegration challenges
Push to reduce costs andstandardize tools
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BI and Performance ManagementConsistently the Top IT and Business Priorities
the most important technology in
2007 is Business Intelligence
Sources: CIO Insight, The Future of I.T.: What's on Top for 2007 and Beyond, January 16, 2007; IBM BusinessConsulting Services, The Global CFO Study 2005
FINANCES TOP AREA OF IMPORTANCE
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Business Intelligence Drives IncreasedEffectiveness in Every Business Function
Service & Contact Center Analytics
Optimize serviceprocesses, reduce
costs, retain and growcustomers
Supply Chain & Procurement Analytics
Optimize spend,overall supplier
performance, andinventory levels
But Few Organizations have Achieved Such Pervasive BI. Why?
HR Analytics
Retain talent, managecomp costs, increase
productivity
Sales Analytics
Improve pipelinevisibility, forecast
accuracy and saleseffectiveness
Financial Analytics
Always understandfinancial conditionand drivers of cost
and profitability
Marketing Analytics
Optimize campaignexecution, results,
and ROI
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Building BI Solutions is ChallengingSignificant Investment, Skills and Time Required
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License/create information delivery tools
Research/understand analytic needs of each user community
Set up user security & visibility rulesPerform QA & performance testing
Manage on-going changes/upgrades
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License/create information delivery tools
These steps requiremultiple different BI and
DW technologyINVESTMENTS
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
These steps require ITor BI staff resources
with specialized SKILLS
These steps take TIME
to understand andperfect as knowledge ofbest practices is learned
Research/understand analytic needs of each user community
Set up user security & visibility rulesPerform QA & performance testing
Manage on-going changes/upgrades
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Through 2009 there will be a swing toward buying
pre-packaged analytic applications(0.7 probability)
Source: Business Intelligence Scenario: Pervasive BI, Gartner SymposiumITxpo 2006
What Gartner is Saying
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Oracle BI ApplicationsOverview and Benefits
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EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, JDE, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
Market-Leading BI Applications
CRM Analytics ERP Analytics
BI APPLICATIONSPerformance Management
Applications
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EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, JDE, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
Market-Leading BI Applications
CRM Analytics ERP Analytics
Sales | Service | MarketingContact Center | Loyalty | Price
BI APPLICATIONSPerformance Management
ApplicationsFinance | Procurement | HR
Projects | Supply Chain
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CRM ANALYTICS ERP ANALYTICSSALES
Pipeline Analysis Forecast Accuracy Up-sell/Cross-sell Cycle Times Lead Conversion Sales Team
Effectiveness
MARKETING
CampaignEffectiveness
Customer Insight Product Propensity Market Basket
Analysis Campaign ROI
SERVICE &CONTACT CENTER
ServiceEffectiveness
CustomerSatisfaction
Resolution Rates Service Rep
Efficiency Service Cost Service Trends
ORACLE BI SUITE ENTERPRISE EDITION PLUS
AND OTHER OPERATIONALAND ANALYTIC SOURCES
SOURCE ADAPTERS:
Oracle BI Applications SuiteComplete, Prebuilt, Best Practice Analytics
PRICE
Price Segments Price Waterfall
Analysis Deal Life Cycle Deal Desk Analysis Product Pricing
Performance
LOYALTY
MemberDemographics
Program Revenue Membership Trends Promotion
Effectiveness Points Analysis
FINANCIALS
General Ledger Accounts
Receivable Accounts Payable Cash Flow Profitability Expense
Management
PROCUREMENT &SPEND
Direct & IndirectSpend
Buyer Productivity Contract Compliance Supplier
Performance Purchase Cycle
Time Employee Expense
SUPPLY CHAIN &ORDER MGMT
Revenue & Backlog Inventory Analysis Fulfillment Status Customer Status Order Cycle Time BOM Analysis
PROJECTS
Project Funding andBudget
Product Cost Project Revenue Project Billing Project Profitability
HUMANRESOURCES
EmployeeProductivity
Compensation Talent Management Recruiting Analysis Learning Analysis
Workforce Profile
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Oracle BI ApplicationsPrebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, andmore
Other Data SourcesIVR, ACD, CTI
HyperionMS Excel
Syndicated
Oracle BI Server
Common Enterprise Information Model
Add insight to CRM andERP applications
Easy to adapt and extend
Tight integration withOLTP systems
Works with existing ITenvironment
Fast time to value; Low
TCO Over 2,000 customers
ERP AnalyticsFinancials
Human Resources
Procurement & Spend
Supply Chain & Order Mgmt
Projects
CRM AnalyticsSales
Service & Contact Center
Marketing
Loyalty
Price
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What is an Oracle BI Application?
Integrates Data for Analysis and Reporting
Pre-built integration of data from Oracle EBS, PeopleSoft, Siebel, JD Edwards,SAP and other sources into an integrated data warehouse optimized for analysis
Provides User-Friendly Analytic Model of Enterprise Information and Metrics
Embedded best practice calculations, metrics, and KPIs
Easy for business people to access, analyze, and use the information
Delivers Personalized Performance Dashboards for Everyone
Thousands of pre-built dashboards, reports, and alerts by business function androle
1
2
3
1 2 3
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Built on an Open, Leading BI FoundationEnables Flexibility, Extensibility, Standardization
Integrated Security, User Management, Personalization
Multidimensional Calculation and Integration Engine
Intelligent Request Generation and Optimized Data Access Services
Data WarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
JD Edwards, CustomApps
Files ExcelXML
BusinessProcessEssbase
Common Enterprise Information Model
DataIntegration
Ad-hocAnalysis
InteractiveDashboards
EssbaseAnalytics
Reporting &Publishing
ProactiveDetectionand Alerts
Disconnected& MobileAnalytics
MS Office& OutlookIntegration
OLTP & ODSSystems
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Key Benefits of Oracle BI Applications
Insight Gain visibility and insight into
business performance,processes, and customers
Better decisions, actions,control at all levels
Respond faster to opportunitiesand threats
Identify and replicate best
practices Alignment
Leverage
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[INSERTRELEVANTBI APPLICATIONCHALLENGES, SOLUTION, BENEFITS SLIDES]
SALES ANALYTICS PROVIDED AS AN EXAMPLE
SEE SALES KIT FOR ADDITIONAL EXAMPLES
http://my.oracle.com/portal/page/myo/ROOTCORNER/SALES_KIT_REPOSITORY/Enterprise%20Performance%20Management%20System/Oracle%20Business%20Intelligence%20Applicationshttp://my.oracle.com/portal/page/myo/ROOTCORNER/SALES_KIT_REPOSITORY/Enterprise%20Performance%20Management%20System/Oracle%20Business%20Intelligence%20Applications8/7/2019 Oracle BI Applications Overview
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Sales Organizations Struggle to Use Dataand Intelligence to Increase Performance
KEY CHALLENGES EXAMPLES
Lack of visibility into salesperformance & processes
Limited understanding of pipeline makeup and vulnerabilities Poor forecast accuracy and guidance Lack of sales coverage visibility Limited understanding of shifts in competitive dynamics
Lack of customer insight to
sell most effectively
No comprehensive (360) view of customer relationship
Lack insight into customer profitability Unable to identify customers with a propensity to churn Limited information to effectively up/cross-sell
Unable to drive salesprocess consistency andbest practices
Low/inconsistent adoption of SFA system by sales reps Poor or inconsistent data quality Unable to drive consistent sales process and compliance
Time wasted gathering datato manage and report
Continued reliance on management-by-spreadsheet Disparate sales reporting and poor internal distribution Relevant data in multiple systems financial, CRM, etc. No single source of the truth
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More timely, informeddecisions at all levels ofthe sales organization toaffect current quarteroutcomes
More quickly spot
opportunities and threats Improve forecast
accuracy
Better manage salesperformance
Deepen customerrelationships
Improve cross-selling
Identify and replicatebest practices
BENEFITSSAMPLE METRICS
Overall Performance Pipeline by sales stage
Forecast and actual sales vs.quota
Rolling pipeline vs. historical
Forecast vs. pipeline
Worst/Expected/Best
Sales metrics by customer,channel, product, rep, territory
Top new opportunities
Top Customers/Products
Employee Performance Best/Worst performing
Activities by employee
Discounting
Quota achievement
Competitive Dynamics Win loss scorecard by
competitor
Win rate analysis by product
Won and lost revenue
Reasons for lossesProcess Effectiveness Lead conversion rate
Lead follow-up time
Opportunity follow-up time Opportunity to close ratio
Win/Loss rate
Average sales price
Average order discount
Average sales cycle
Customer Insight Customer profitability
Customer history service
requests, marketing activity Best offers
Customer retention rate
Payment history/delinquency
Order fulfillment
Product availability
Oracle Sales Analytics Provides Visibility andInsight to Drive Optimal Sales Performance
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Improve Sales Productivity
BEFORE
Lack of actionable intelligenceresulted in missed opportunities
Too much time spent gathering andformatting sales data
Poor visibility into integrated salesperformance
AFTER
5-9% of analytics-driven sales alertsresult in new business opportunities
2,400 hours of unproductive worksaved per week
First forward-looking view of salespipeline
Consistent metrics for sales
performance management Improved sales productivity and
stronger value-based customerrelationships
Leading discount brokerage firm. Initially deployed Oracle
BI Sales Analytics for 200 users in 10 weeks. Nowexpanded to 1,700+ financial consultants.
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Key Benefits of Oracle BI Applications
Insight
Alignment Gain a single, consistent view
of enterprise information across
functions & data sources Align strategy and execution
across functions
Use guided analytics and bestpractice analytic workflows to
drive the best actions
Leverage
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Operational Challenges
Delayed, inaccurate reporting Conflicting, departmentally-biased results
SalesData
Marketing Operations FinanceSales
Analyses, ReportsExecutives
IT
Cross-functional analysis only by IT Sub-optimal enterprise performance
OperationsData 1
FinanceData N
FinanceData 1
OperationsData N
DataWarehouse
MarketingData
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Valuable Insights Often Require Data fromMultiple Departments and Sources
How do I proactively manage risks of my receivables portfolio?
How does supplier performance impact customer satisfaction andrevenue?
Service
Customers
Sales
Marketing
Distribution
Finance
HR/Work
force
Operations
Procurement
Customers
Customers
Suppliers
Suppliers
Suppliers
How does call center agent tenure, training, & compensation affectefficiency and cross-selling performance?
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Oracle BI Applications Provide a SingleIntegrated View of Enterprise Information
INTEGRATED DATAWAREHOUSE
Integrated enterprise-wide intelligence
Summary level to lowest level of detail
Data warehousing best practices conformed dimensions, lowest level ofgranularity, full change histories for time
comparisons, built for speed, extensible
DATA INTEGRATION FROMMULTIPLE SOURCES
Call center telephony (IVR, ACD, CTI)
Syndicated data
Universal Adapters
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Common Enterprise Information ModelSingle Consistent View and User Self-Sufficiency
User Roles, Preferences Simplified View Logical SQL Interface
PRESENTATION LAYER
Dimensions
Hierarchies Measures Calculations Aggregation Rules Time Series
SEMANTIC OBJECT LAYER
PHYSICAL LAYER
Map Physical Data
Connections Schema
Role-Based Views of the InformationRelevant to the User
Consistent Definition of BusinessMeasures, Metrics, Calculations
Model Once, Deploy Everywhere
Across Any Data Sources
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Holistic View of Customer InformationEnables Alignment of Marketing and Service
BEFORE
No centralized customer view
Multiple silo-ed customer data sources
hampered marketing abilities
Slow time-to-market with marketingcampaigns despite millions spend onoutside vendors
Call center unable to effectively usecustomer data to enhance service orcapitalize on sales opportunities
AFTER
Companywide, holistic view of informationby customer, household and asset
Consolidated 3 customer databasesinto 1
Accelerated marketing campaignintroductions to capitalize on trends
Provided call centers with information andtools to up-sell customers and establishclosed loop marketing capabilities
With Oracle, Whirlpool business units are capitalizing on the integration between our business intelligence, callcenter, and marketing solutions to drive revenue creation and customer loyalty incentives. Thomas Mender,Whirlpool Corporation
Worlds leading manufacturer and marketer of major home
appliances. Deployed Oracle BI Suite EE and Oracle MarketingAnalytics integrated with Siebel CRM Call Center Application.
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Align Actions with Best PracticesGuided & Conditional Navigation Helps Novice Users
Enables users to quickly navigate a standard path of analyticaldiscovery specific to their function and role
Enhances usability and lowers learning curve for new users
Appears only when conditions are met and alerts users to
potential out of ordinary conditions that require attention Guides users to next logical step of analytical discovery
GUIDED NAVIGATION
CONDITIONAL NAVIGATION
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Best Practice Analytic WorkflowsExample: Financial Analytics
Business Function
Receivables Role
Director, Credits &Collections
Objectives Maximize cash flow
Control risk of receivablesportfolio
Target collectionefforts to reduce
overdue balances
Drill tooverdue invoice detail
Who are the customersand collectors?
How long is theunderlying overduebalance pending?
Is overdue balancestrending up?
Is DSO on target?
Maximize cash flow
Drill to duebalances by region
What is the aging ofdue balances?
Are payment termsin compliance?
Is DPO on target?
BusinessObjectives/Issues
GainInsights
TakeAction
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Best Practice Analytic WorkflowsExample: Financial Analytics
Target collection effortsto reduce
overdue balances
Maximize cash flow
Drill toDetail
How long is theunderlying overduebalance pending?
BusinessObjectives/Issues
GainInsights
TakeAction
Is DSO on target?
Who are the customers?
Drill tooverdue invoice detail
Is overdue balancestrending up?
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Key Benefits of Oracle BI Applications
Insight
Alignment
Leverage Do more with less deploy BI
more broadly with fewer ITresources than custom-build
Accelerate time-to-value,lower TCO and risk
Increase the value of existingdata and applications,including CRM and ERP
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The Problem No Vendor Has SolvedUntil Now
Data warehousedesign
Data mapping &transformationfrom multipleapplications
Analytic models,KPIs, metrics
Much more
DASHBOARDS
Visible
PLUMBING
Under theSurface
Significant time,resources and
expertise required
COMPLETE BI SOLUTIONS ARE MUCH MORE THAN JUST DASHBOARDS
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Example: Service and Contact Center Analytics
1 Pre-built warehouse with 15 star-schemas
designed for analysis and reporting onservice and contact center data
3 Pre-mapped metadata defining real-time
access to analytical and operationalsources, best practice calculations, andmetrics for customer service and contactcenter
2 4 A best practice library of over 150pre-built role-based intelligencedashboards, reports and alerts for serviceand contact center agents, managers andexecutives
Presentation layer
Logical businessmodel
Physical sources
Pre-built ETL to extract data from over3,000 operational tables and load it into theDW, sourced from CRM systems, callcenter telephony middleware and othersources
BI A li ti B i C t t
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ORACLE CONFIDENTIAL 37
BI Applications Business ContentDeep Coverage Across the Board
Metadata Element Number Fact Tables 370
Dimension Tables 595
Dimensional Attributes(a.k.a. Data Elements)
17700
Total Logical Metrics 8200Base metrics 4000
Derived Metrics 4200
Dashboards 109
Dashboard Pages 430
Reports 3250
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Speeds Time to Value and Lowers TCO
Pre-built DW design, adapts to yourEDW
Build from Scratchwith Traditional BI Tools
Oracle BIApplications
Weeks or Months
Back-endETL andMapping
DW Design
Define Metrics& Dashboards
Back-endETL andMapping
DW Design
Define Metrics& Dashboards
Training/Roll-out
Training/Rollout
Quarters or Years
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
Pre-built business adapters forOracle, PeopleSoft, Siebel, SAP,others
Role-based dashboards andthousands of pre-defined metrics
Easy to use, easy to adapt
Faster deployment Lower TCO Assured business value
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Oracle is Uniquely QualifiedTechnology + Business Process Expertise + SCALE
Database
Fastest Growing Middleware
Business Analytics
Human Capital Management
Supply Chain Management
CRM
Retail
Financial Services
Public Sector Customer Support
275,000Customers
#1
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1250 Users, 400 Reports, 3 Months, 1 IT Admin
BEFORE
Poor measurement of employeeperformance in sales and service
Lack of customer insight no consistent,real-time view
Slow Customer Inquiry Response Time
No single source of customer data forsegmentation
High reliance on IT for information
AFTER
Turned the tides in sales force with betterinsight into performance
Enhanced sales productivity with 360 viewof customer relationship
Increased customer responsiveness,leading to greater satisfaction/retention
Unified customer data for better marketingsegmentation and targeting
Customer-facing employees empoweredwith the information they need
Pitney Bowes is the worlds largest producer of postagemeters. Implemented Oracle BI Applications (sales, service,and marketing analytics) to over 1,250 employees.
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Integration Becoming ImperativeIncreases BI Valueand BI Solution Requirements
The Next Level ofPerformance Optimization
Business intelligence (BI) is movinginto the context of the business process,not just to make users information
experience more effective, but also toallow for business processoptimization.
Source: Software Macro-Trends: ReshapingEnterprise Software - Sep 2005
Source: InformationWeek
THE #1 BI VENDOR CRITERIAAbility to Integrate with Existing Applications
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Unrivaled Integration with Oracle AppsExtends BI Value. Lowers TCO.
View performance in-context with budgets andplans
INTEGRATED WITH PLANNING AND EPMS
Seamless navigation from analytical information totransactional detail
ACTION LINKS INSIGHT TO ACTION
One login. Right content for each user.
INTEGRATED SECURITY
DataSecurity
UserSecurity
ObjectSecurity
BPEL, ESB Oracle BI
Intelligence-driven business processes
INTEGRATED WORKFLOW
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Hot Pluggable with Existing IT Investments
Oracle KerberosiPlanet
MSFT ADNovellCustomOthers...
Oracle Data Integrator
(Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers...
Any JSR 168 Portal Oracle Data Mining,SPSS, SAS
Oracle EBS, Siebel, SAP,PeopleSoft, JD Edwards
Excel, Outlook,Lotus Notes...
Oracle Enterprise Performance Management System
Oracle Business Intelligence Foundation
PORTALS DATA MINING APPLICATIONS DESKTOP TOOLS
SECURITY DATA ACCESS DATA INTEGRATION
Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server& Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, Text
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Oracle BI Applications Key Benefits
KEY BENEFITS
Improve visibility andinsight into performance,processes, andcustomers
Compare operational results to plans in real-time
Quickly identify and respond to problems & opportunities
Drive revenue and profit growth with better targeting
Increase customer profitability and share of wallet
Align strategy and tacticsacross functions
Manage and execute at all levels based on common view ofinformation and common performance metrics
Improve efficiency and reduce costs while maintaining goodproduct quality and customer satisfaction
Identify and replicate operational best practices
Leverage existing data,
applications, and IT staff
Add value and insight to CRM and ERP applications
Get faster time-to-value with lower cost and risk Lower the total cost of ownership compared to custom built
solutions
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COMMUNICATIONS AUTOMOTIVE FINANCE/BANKING CONSUMER GOODS HIGH TECH
MEDIA/ENERGY AERO/INDUSTRIAL INSURANCE/HEALTH LIFE SCIENCES OTHER
Business Intelligence CustomersSelect References
http://www.telecomitalia.it/cgi-bin/tiportal/TIPortal/ep/home.do?BV_UseBVCookie=Yes&tabId=0http://www.metrogroup.de/servlet/PB/menu/-1_l1/index.htmlhttp://www.dillards.com/index.htmlhttp://marriott.com/default.mihttp://www.astrazeneca.com/ncm.aspxhttp://www.zurich.com/home.jhtml;jsessionid=ODROXK53XHGYSCR4SJSB5VQKH0JHQH54http://www.autodesk.com/http://www.loreal.com/us/index.asphttp://www.abnamro.com/com/homepage.asphttp://www.goldmansachs.com/http://www.reuters.com/home.jhtmlhttp://www.bt.com/index.jsp?BV_SessionID=@@@@0465278720.1086302531@@@@&BV_EngineID=cccjadcljfhiihecflgcefkdffndfnn.0&obsOID=30777&obsPage=/index.jsp&vStore=1128&obsType=LINK&obsNoSee=true8/7/2019 Oracle BI Applications Overview
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Why Oracle for BusinessIntelligence?
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Leader in Market Share
Source: IDC; includes Hyperion
MARKET SEGMENT ORACLEPOSITION
Business Analytics (Total BI/DW Tools + Apps) #1Business Analytics Tools #1
Data Warehousing Tools #1Analytic Applications (Total) #1Financial and BPM Analytic Applications #1CRM Analytic Applications #1
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Oracle Positioned in Leaders Quadrants
The Magic Quadrant is copyrighted 2008 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis ofhow certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users toselect only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied,with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
These Magic Quadrant graphics were published by Gartner, Inc. as part of larger research notes and should be evaluated in the context of the entire reports. The Gartner reports are available upon request from Oracle.
Sources: Gartner, Inc., Magic Quadrant for Business Intelligence Platforms, 2008 by James Richardson, Kurt Schlegel, Bill Hostmann, Neil McMurchy, 1 February 2008Gartner, Inc., Magic Quadrant for CPM Suites, 2006 by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007Gartner, Inc., Magic Quadrant for Data Warehouse Database Management Systems, 2007 by Donald Feinberg and Mark A. Beyer, 10 October 2007
Magic Quadrant forBusiness Intelligence
Platforms, 2008
Magic Quadrant forCPM Suites, 2007
Magic Quadrant forData Warehouse Database
Management Systems, 2007
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Now the #1 Preferred BI VendorInformationWeek Survey of IT Professionals
Source: InformationWeek
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AQ&
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Appendix
S C S
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BI Standardization Challenges Solved
CUSTOMER CHALLENGES
Fragmented view
Unintuitive
Data latency
Expensive to maintain
Slow deployments
Limited scalability
ROI
ORACLE VALUE
Single view, 14 TB across 3 systems
7,000 out of 7,400 employees use
Real-time global view 500 top execs
400 dashboards, 1,250 users, 1 admin
3,000+ users live in 3.5 months
1,000,000+ users on 15 TB of data
500%; $30M savings
O i i CRM P d P f
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Optimize CRM Processes and Performance
BEFORE
Poor measurement of employeeperformance in sales and service
Lack of customer insight no consistent,
real-time view Slow Customer Inquiry Response Time
No single source of customer data forsegmentation
High reliance on IT for information
AFTER
Turned the tides in sales force with betterinsight into performance
Enhanced sales productivity with 360 view
of customer relationship Increased customer responsiveness,
leading to greater satisfaction/retention
Unified customer data for better marketingsegmentation and targeting
Customer-facing employees empoweredwith the information they need
One of the most important values of Oracles BI solution is its TCO. We created 400 reports used by 1,250 userswith a staff of one within a few monthsthat is very cost effective.
William Duffy, Data Warehousing Project Manager
Pitney Bowes is the worlds largest producer of postagemeters. Implemented Oracle BI Applications (Sales, Service,
and Marketing Analytics) to over 1,250 employees.
D i C t Fi i l P f
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Drive Corporate Financial Performance
BEFORE
Unable to achieve timely visibility
into financial data for execs andmanagers
Lack of data and information quality:Garbage in, Garbage out
Time and effort to manually gatherdata from Excel spreadsheets and
other data sources
AFTER
Up-to-date, reliable source of financial
truth for effective decision making
Better visibility into businessprocesses
Ability to go from global view to detailview in 4 mouse clicks
Proactively track and manage keydrivers of revenue, cost, andshareholder value
American Power Conversion (APC) is a $2 billion producer of
uninterruptible power supplies. Deployed full source todashboard Financial Analytics in matter of weeks on top ofOracle EBS, including GL, profitability, AR, and AP dashboards.
I S l P d ti it
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Improve Sales Productivity
BEFORE
Lack of actionable intelligenceresulted in missed opportunities
Too much time spent gathering andformatting sales data
Poor visibility into integrated salesperformance
AFTER
5-9% of analytics-driven sales alertsresult in new business opportunities
2,400 hours of unproductive worksaved per week
First forward-looking view of salespipeline
Consistent metrics for salesperformance management
Improved sales productivity andstronger value-based customerrelationships
Leading discount brokerage firm. Initially deployed Oracle
BI Sales Analytics for 200 users in 10 weeks. Nowexpanded to 1,700+ financial consultants.
D i M P fit bl C t R l ti hi
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Drive More Profitable Customer Relationships
BEFORE
No centralized customer view
Multiple siloed customer data sources
hampered marketing abilities Slow time-to-market with marketing
campaigns despite millions spend onouside vendors
Call center unable to effectively usecustomer data to enhance service orcapitalize on sales opportunities
AFTER
Companywide, holistic view of informationby customer, household and asset
Consolidated 3 customer databasesinto 1
Accelerated marketing campaignintroductions to capitalize on trends
Provided call centers with information andtools to up-sell customers and establishclosed loop marketing capabilities
With Oracle, Whirlpool business units are capitalizing on the integration between our business intelligence, call
center, and marketing solutions to drive revenue creation and customer loyalty incentives. Thomas Mender,Whirlpool Corporation
Worlds leading manufacturer and marketer of major home
appliances. Deployed Oracle BI Suite EE and Oracle MarketingAnalytics integrated with Siebel CRM Call Center Application.
B ilt O L di BI F d ti
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Built on an Open, Leading BI FoundationEnables Flexibility, Extensibility, Standardization
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial Reporting
BI Publisher
Interactive Reporting
SQR Production Reporting
Web Analysis
Oracle BI Suite Enterprise Edition Plus
InteractiveDashboards
Ad hocAnalysis
ProactiveDetectionand Alerts
MicrosoftOffice
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
JD Edwards,Custom Apps
FilesExcelXML
BusinessProcess
FinancialPerformanceManagementApplications
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
C E t i I f ti M d l
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Common Enterprise Information ModelLeverage Model Once, Deploy Everywhere
BENEFITS Information
consistency
Information
availability Eliminates data
silos
Increased useradoption
Greater Leveragein IT
Ad Hoc Analysis
Formatted Reports
Oracle BI EE Server
Common Enterprise Information Model
Proactive Alerts
Interactive Dashboards
Disconnected Analytics
Microsoft Office
Business Processes
N C i B ild B B th
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No Compromise Build, Buy, or BothStandardize on Common World-Class BIFoundation
Benefit from pre-builtBI Apps
Standardize onleading BI foundation
Across all data
sources and users
Maintain flexibility tobuy, extend, or buildcustom
Viable enterprise BIstrategy
Oracle BI Suite Enterprise Edition
Sales
Service
Marketing
ContactCenter
Supply Chain& Order Mgmt
Financials
HumanResources
Procurement &Spend
Custom App
Custom App
Custom App
Custom App
Custom App
Custom App
Custom App
Custom App
Oracle BI Applications Custom-built BI apps
OLTP &ODS
Systems
DataWarehouseData Mart
SAP, OraclePeopleSoft,Siebel, JDEdwards
Custom Apps
FilesExcelXML
BusinessProcess
FinancialPerformanceManagementApplications
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
Gartner: Magic Quadrant for Business Intelligence
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Platforms, 2008
The Magic Quadrant is copyrighted 1 February 2008by Gartner, Inc. and is reused with permission. The
Magic Quadrant is a graphical representation of amarketplace at and for a specific time period. Itdepicts Gartner's analysis of how certain vendorsmeasure against criteria for that marketplace, asdefined by Gartner. Gartner does not endorse anyvendor, product or service depicted in the MagicQuadrant, and does not advise technology users toselect only those vendors placed in the "Leaders"quadrant. The Magic Quadrant is intended solely asa research tool, and is not meant to be a specificguide to action. Gartner disclaims all warranties,express or implied, with respect to this research,including any warranties of merchantability or fitnessfor a particular purpose.
This Magic Quadrant graphic was published byGartner, Inc. as part of a larger research note andshould be evaluated in the context of the entirereport. The Gartner report is available upon requestfrom Oracle.
Source: Gartner, Inc., Magic Quadrant for BusinessIntelligence Platforms, 2008 by James Richardson,Kurt Schlegel, Bill Hostmann, Neil McMurchy,1 February 2008.
Embedded Best Practices by Role
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Embedded Best Practices by RoleDelivers More Relevant and Actionable Insight
Example: Service and Contact Center Analytics Key Questions
ServiceExecutives
Optimizing Service for Competitive Advantage How have marketing campaigns affected
average handle time?
How can I reduce staffing costs withoutaffecting satisfaction?
How well do we segment and serviceprofitable and unprofitable customers?
How can we profile unprofitablecustomers and make them profitable?
ServiceManagers
Better Staff Management Single Operations Cockpit
Are customers satisfied with the level of
service? How are my staffing levels in relation to
contact volumes?
How can I improve agent turnover andtraining?
Who are my best rescue agents?
How do I cross train other agents?
CustomerService
Agents
Optimal Agent performance Balanced Scorecards
What is my average handle time?
What is my one-and-done rate?
Which products/services does thiscustomer have? What should I offer?
Is this customer profitable? Is he/shelikely to be in the future?
Bottom Line Impact Top Line Impact
Customer Centric Contact to Cash
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Customer-Centric Contact to Cash
Customers
Service Customer
Close Opportunity
Create Order
Create Segments
Execute Campaigns Collect Payment
Invoice OrderGenerate Lead
Manage Lists
Drive Opportunity Ship Order
Book Order
Customer Centric Contact to Cash
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Customer-Centric Contact to Cash
Order Capture
Financials
Order Mgmt
Marketing
Marketing Marketing ContactCenter
Sales
Customers
Order Mgmt
Order Mgmt
Sales
Sales
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