OracleEnterprise Asset Management

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Competitive LandscapeCompetitive Landscape

The Enterprise Asset Mgmt Marketplace

Suite Vendors:Offer integrated suite

Niche Players:Claim “best-of-breed”, but require large integration efforts

Part of a Complete E-Business Suite

Customers,Customers,

Suppliers,Suppliers,

Products,Products, ……

Develop

Market

Sell

Order

Plan

Procure

Make

Fulfill

Service

Maintain

Finance

HR

Projects

Contracts

Oracle Enterprise Asset Management

Planni

ng:

Mai

nten

ance

Planni

ng:

Mai

nten

ance

Planning:

Predictive

Planning:

Predictive

UsageUsage

Meter ReadingsMeter Readings

Inspection LimitsInspection LimitsProduction SchedulesProduction Schedules

Engineering SpecificationsEngineering Specifications

Maintenance RequirementsMaintenance Requirements

DynamicPlan

Adjustments

DynamicPlan

Adjustments

CompleteCompleteDispatchDispatchApproveApproveCreateCreate

W/OW/OSelf-ServiceSelf-Service

Unpla

nned

Unpla

nned

PlannedPlanned

Execution: Workflow DrivenExecution: Workflow Driven

Estimated LifeEstimated Life

MaximizeSafety &

Compliance

MaximizeSafety &

ComplianceBenefits: Optimize

UtilizationOptimize

Utilization

PurchasingPurchasing

InventoryInventory

HR: SkillsHR: Skills

AdvantageAdvantageOut-of-the-Box

Integration

AdvantageAdvantageOut-of-the-Box

Integration

Oracle eAMOver 80 Enterprise Integration Points

Product & Maint WO

TransactionsCosts

Updates

WO Updates, Catalogs eAMeAM

ProcurementProcurementProcurementProcurement ManufacturingManufacturingManufacturingManufacturing InventoryInventoryInventoryInventory ProjectsProjectsProjectsProjects ServiceServiceServiceService

SuppliersSuppliersSuppliersSuppliers

Changes to Capitalized Asset Depreciation

Service Request Linked to

WOR / WO

WO Materials, Reqs Linked to WO & Workflow

CustomersCustomersCustomersCustomers

Time & Time & AttendanceAttendance

Time & Time & AttendanceAttendance

Receiving

Project / Task, WO Costs

Accounts Accounts PayablePayable

Accounts Accounts PayablePayable

General General LedgerLedger

General General LedgerLedger

Accounts Accounts ReceivableReceivableAccounts Accounts

ReceivableReceivableFixed Fixed

AssetsAssetsFixed Fixed

AssetsAssetsProperty Property

ManagementManagementProperty Property

ManagementManagementHumanHuman

ResourcesResourcesHumanHuman

ResourcesResources

Posting Integration

Chart of Accounts

WOBilling

DepreciableAssets

Requisition & PO Changes, AP-to-PO Matching & Reconciliation

Employees & Skills

MaintainableAssets

Time Entry

Point Solution Integration ModelLimited Transactions with Less Visibility

PointSolution

PointSolution

ProcurementProcurementProcurementProcurement ManufacturingManufacturingManufacturingManufacturing InventoryInventoryInventoryInventory ProjectsProjectsProjectsProjects ServiceServiceServiceService

SuppliersSuppliersSuppliersSuppliers CustomersCustomersCustomersCustomers

Time & Time & AttendanceAttendance

Time & Time & AttendanceAttendance

Accounts Accounts PayablePayable

Accounts Accounts PayablePayable

General General LedgerLedger

General General LedgerLedger

Accounts Accounts ReceivableReceivableAccounts Accounts

ReceivableReceivableFixed Fixed

AssetsAssetsFixed Fixed

AssetsAssetsProperty Property

ManagementManagementProperty Property

ManagementManagementHumanHuman

ResourcesResourcesHumanHuman

ResourcesResources

AdvantageAdvantageGlobal Support

AdvantageAdvantageGlobal Support

Globally Complete

30 Languages

Multiple Currencies

Multi-Level, Multi-Organization Configuration

All Languages Installable in Same Unicode Instance

Support for Statutory and Customary Local Requirements

How Asset Mgmt Solutions Stack Up...

Notes: + = Good, O = Neutral, - = Poor, ? = Unknown

Capability OracleOracle SAPSAPMROMRO

SoftwareSoftwareIndusIndus DatastreamDatastream

Self-Service MaintenanceSelf-Service Maintenance ++ -- oo -- oo

ERP IntegrationERP Integration ++ oo -- -- --Integrated Technology Integrated Technology

PlatformPlatform ++ -- -- -- --

Global SupportGlobal Support ++ ++ -- -- --

Spares ManagementSpares Management ++ ++ oo oo --Parts & Subcontractor Parts & Subcontractor

ProcurementProcurement ++ ++ oo oo --

Corporate GovernanceCorporate Governance ++ oo -- -- --

WorkflowWorkflow ++ oo oo oo --

How Asset Mgmt Solutions Stack Up...

Notes: + = Good, O = Neutral, - = Poor, ? = Unknown

Capability OracleOracle SAPSAPMROMRO

SoftwareSoftwareIndusIndus DatastreamDatastream

Document ManagementDocument Management ++ ++ oo -- oo

Maintenance IntelligenceMaintenance Intelligence -- oo oo oo ++

Condition MonitoringCondition Monitoring ++ oo oo oo ooPreventive Maintenance Preventive Maintenance

PlanningPlanning ++ ++ ++ oo ++

Oracle’s Unique Competitive AdvantageKey Positioning Points Against All Competitors

• Superior enterprise integration

• Global product features

• Direct global sales and support infrastructure- Not dependent on partners

• Proven web technology delivered on a single integrated, standards-based technology platform

• Questionable Business Viability- Declining / flat revenues (especially new licenses)- All niche vendors have multiple, competing products (De-support of products

constant risk)- Reliance on 3rd party partners (workflow, BIS, mobile)- Flawed eCommerce strategies and failed initiatives- No global sales/support

• Higher Cost – Less Value- Excessive integration costs (GL, Inventory, Purchasing, AP etc.)- Long implementation time frame delays project benefits and ROI- Limited access to new technology

• Inferior Products- ERP partners effectively dead- No corporate governance (balance with GL)- Limited asset lifecycle view (design, construction, projects, property, FA etc.)- No enterprise supply chain capabilities- Global limitations (multi-org/currency/language)

Oracle’s Unique Competitive AdvantageKey Positioning Points Against Niche Competitors

• Hard to use, hard to implement and expensive- Each customer represents a unique configuration exercise- Lengthy and costly implementation (e.g., requires extensive user training)- Heavy financial and cost accounting focus

• Plant Maintenance (PM) designed for manufacturing industry

• Poor enterprise integration- Production schedule integration- Real estate / property management (weak solution also)

• SAP uses generic “Notification” capability as a cure-all to service basic maintenance requirements (e.g., work requests)

• Technology platform weaknesses (e.g., Netweaver, multiple data models, business intelligence and browser support)

Key Vulnerabilities:

• Limited field sales and support presence

• Risky Business Model- CEO stated on last earnings

call that their biggest threat is the desire of customers to buy an integrated suite solution

- Named user pricing causing customer distress

• Require third party partnerships for full benefits

• Maintain multiple products- MAXIMO- MainControl (ITAM)- Advantage (PC)- Evolving vertical focus (Nuclear,

transportation, T&D etc.)

• New technology stack - Configurability tools not migrated- Microsoft-centric implementation

(IE only, CORBA / COM etc.)- Depend on HTML integration for e-

Commerce- Self service technology is totally new

and unproven

- Questionable scalability

•Weak financials

Key Vulnerabilities:

Company Weaknesses Product Issues

• Three separate product lines with no significant R&D

• Recent sales limited to existing customers- Not winning any new business and many customers are looking for

alternatives to upgrading- Historical strength limited to Utilities and Petrochemicals

• 5 CEOs in 6 years

• 27 consecutive RIFs

• Focusing on “Service Delivery Management”- Can’t get marquis customer (Cincinnati Water) to embrace Banner

and EAM

• 70% shareholder (Warburg-Pincus) liquidating 4/5ths of holding at $2 share

• Very 3rd party dependent

Key Vulnerabilities:

• Financially unstable with small customer base- Will give software away to get the Services business

• Very weak purchasing, accounting and inventory functionality

• Tier 3 vendor- PC-Microsoft origins - Majority of customers single station or PC-based- Little enterprise implementation experience / sophistication

• Product- No self service- Not scalable- Integration challenges

Key Vulnerabilities:

Comparison PointComparison PointDetailsDetails

Capability: Self-Service Maintenance

OracleOracle ++ Complete work life cycle support for trades people and supervisors, intuitive Complete work life cycle support for trades people and supervisors, intuitive user interface designed for members of the organization who are not highly user interface designed for members of the organization who are not highly trained on IT systems.trained on IT systems.

SAPSAP -- Designed for professional users, as it lacks an intuitive user interfaceDesigned for professional users, as it lacks an intuitive user interface

MROMROSoftwareSoftware

oo Built on a new technology platform, but is relatively intuitive. IE only, requires Built on a new technology platform, but is relatively intuitive. IE only, requires multi-vendor technology stackmulti-vendor technology stack

IndusIndus -- Scheduled available in 2002, but still not shipping (Sept 2004)Scheduled available in 2002, but still not shipping (Sept 2004)

DatastreamDatastream oo Built on a new technology, has yet to be provenBuilt on a new technology, has yet to be proven

Capability: ERP Integration

OracleOracle ++ 80 enterprise integration points with 14 modules including bi-directional 80 enterprise integration points with 14 modules including bi-directional integration with production planning including capacity constraints. integration with production planning including capacity constraints.

Projects, Property Manager, and HR / Payroll exceed suite and point solution Projects, Property Manager, and HR / Payroll exceed suite and point solution competitors. Procurement, Inventory and Financials are more complete than competitors. Procurement, Inventory and Financials are more complete than point vendors. point vendors.

SAPSAP oo Do not constrain production schedule with maintenance plan. Do not constrain production schedule with maintenance plan.

Poor property management solution. Poor property management solution.

MROMROSoftwareSoftware

-- Minimal integration to GL, Inventory and PurchasingMinimal integration to GL, Inventory and Purchasing

IndusIndus -- Minimal integration to GL, Inventory and PurchasingMinimal integration to GL, Inventory and Purchasing

DatastreamDatastream -- Minimal integration to GL, Inventory and PurchasingMinimal integration to GL, Inventory and Purchasing

Capability: Integrated Technology Platform

OracleOracle ++ The leader in Internet deployment, already offering a 3The leader in Internet deployment, already offering a 3 rdrd generation product. generation product.

SAPSAP -- This feature is partially available.This feature is partially available.

MROMROSoftwareSoftware

-- Offers this feature, but has just released the 1Offers this feature, but has just released the 1stst generation of it. generation of it.

IndusIndus -- Offers this feature, but has just released the 1Offers this feature, but has just released the 1stst generation of it. generation of it.

DatastreamDatastream -- Offers this feature, but has just released the 1Offers this feature, but has just released the 1stst generation of it. generation of it.

Capability: Global Support

OracleOracle ++ Multi-org, multi-language, multi-currencyMulti-org, multi-language, multi-currency

SAPSAP ++ Multi-org, multi-language, multi-currencyMulti-org, multi-language, multi-currency

MROMROSoftwareSoftware

-- Limited experience in supporting global enterprises (often delivered by 3Limited experience in supporting global enterprises (often delivered by 3 rdrd party). party). Disparate instances and multiple servers are required. Disparate instances and multiple servers are required.

IndusIndus -- Limited experience in supporting global enterprises (often delivered by 3Limited experience in supporting global enterprises (often delivered by 3 rdrd party). party). Disparate instances and multiple servers are required. Disparate instances and multiple servers are required.

DatastreamDatastream -- Limited experience in supporting global enterprises (often delivered by 3Limited experience in supporting global enterprises (often delivered by 3 rdrd party). party). Disparate instances and multiple servers are required. Disparate instances and multiple servers are required.

Capability: Spares Management

OracleOracle ++ Combine sophisticated MRO materials management practices with advanced Combine sophisticated MRO materials management practices with advanced planning (e.g., MRP, Inventory Optimization)planning (e.g., MRP, Inventory Optimization)

SAPSAP oo Has a manufacturing, rather than a maintenance, orientation. Deploys Has a manufacturing, rather than a maintenance, orientation. Deploys methodologies for production rather than for the replenishment processmethodologies for production rather than for the replenishment process

MROMROSoftwareSoftware

oo No advanced planning capabilities. Good eProcurement demoNo advanced planning capabilities. Good eProcurement demo

IndusIndus oo No advanced planning capabilitiesNo advanced planning capabilities

DatastreamDatastream oo No advanced planning capabilitiesNo advanced planning capabilities

Capability: Parts & Subcontractor Procurement

OracleOracle ++ Global procurement of goods and services for the extended enterprise. Global procurement of goods and services for the extended enterprise. (iProcurement, iSupplier Portal, Procurement Contracts, Oracle Supplier (iProcurement, iSupplier Portal, Procurement Contracts, Oracle Supplier Networks, etc.)Networks, etc.)

SAPSAP ++ Near functional competitive parity. Procurement of goods and services for the Near functional competitive parity. Procurement of goods and services for the extended enterprise. Opportunities exist around Internet deploymentsextended enterprise. Opportunities exist around Internet deployments

MROMROSoftwareSoftware

oo Plant-level MRO functionalityPlant-level MRO functionality

IndusIndus oo Plant-level MRO functionalityPlant-level MRO functionality

DatastreamDatastream -- Limited plant-level MRO functionalityLimited plant-level MRO functionality

Capability: Corporate Governance

OracleOracle ++ Out-of-the-box support for both EU Anti-Fraud directive (March 2004) and Out-of-the-box support for both EU Anti-Fraud directive (March 2004) and Sarbanes-OxleySarbanes-Oxley

SAPSAP oo Partial support for Sarbanes-Oxley. Compliance support complicated by Partial support for Sarbanes-Oxley. Compliance support complicated by multiple data models and partial suite implementations forced by high multiple data models and partial suite implementations forced by high deployment costs.deployment costs.

MROMROSoftwareSoftware

-- Point solution with no audit for financial compliancePoint solution with no audit for financial compliance

IndusIndus -- Point solution with no audit for financial compliancePoint solution with no audit for financial compliance

DatastreamDatastream -- Point solution with no audit for financial compliancePoint solution with no audit for financial compliance

Capability: Workflow

OracleOracle ++ Graphic workflow capability imbedded in core architecture. Can be configured to model any transaction

SAPSAP oo Has “application-level” workflow capabilities, but they are non-graphical and therefore require extensive set up -- Less flexible than Oracle

MROMROSoftwareSoftware

oo Workflow capabilities based on simple design tool that demos well. Capabilities limited to point solution

IndusIndus oo Includes limited business objects, but requires 3rd party vendor (Curator) for rich functionality

DatastreamDatastream -- Have alerts / messaging

Capability: Document Management

OracleOracle ++ Version and security controls, check-in/check-out supported by Oracle database Version and security controls, check-in/check-out supported by Oracle database and Collaboration Suite for any applicationand Collaboration Suite for any application

SAPSAP ++ Comparable application-level functionalityComparable application-level functionality

MROMROSoftwareSoftware

oo Have Linked Doc’s Capability and standard API to integrate with Document Have Linked Doc’s Capability and standard API to integrate with Document Management Systems; can print all associated doc’s for an entity in a “Work Management Systems; can print all associated doc’s for an entity in a “Work Pack.” No version controlPack.” No version control

IndusIndus -- Only available through a 3Only available through a 3rdrd party party

DatastreamDatastream oo Attachments available for Equipment, Work Orders and ItemsAttachments available for Equipment, Work Orders and Items

Capability: Maintenance Intelligence

OracleOracle -- Under development; all Oracle tools will be easily used to issue standardized Under development; all Oracle tools will be easily used to issue standardized reports on data residing in the database.reports on data residing in the database.

SAPSAP oo Offers standard reports and viewsOffers standard reports and views

MROMROSoftwareSoftware

oo Ad-hoc, Production and Analytical reports; KPI’s on desktopAd-hoc, Production and Analytical reports; KPI’s on desktop

IndusIndus oo Allows users to create many reports and views, leverage many KPI’sAllows users to create many reports and views, leverage many KPI’s

DatastreamDatastream ++ Offers standard reports and viewsOffers standard reports and views

Capability: Condition Monitoring

OracleOracle ++ Creates work order and work requests based on meters and conditions. Creates work order and work requests based on meters and conditions. Collection plans are more configurable than most competitors and include Collection plans are more configurable than most competitors and include calculations and derived data.calculations and derived data.

SAPSAP oo Creates work order and work requests based on meters and conditionsCreates work order and work requests based on meters and conditions

MROMROSoftwareSoftware

oo Creates work order and work requests based on meters and conditionsCreates work order and work requests based on meters and conditions

IndusIndus oo Creates work order and work requests based on meters and conditionsCreates work order and work requests based on meters and conditions

DatastreamDatastream oo Creates work order and work requests based on meters and conditionsCreates work order and work requests based on meters and conditions

Capability: Preventive Maintenance Planning

OracleOracle ++ Highly configurable, including time-based and meter-based scheduling, and Highly configurable, including time-based and meter-based scheduling, and plans for the use of people, parts, steps and tools. Plans automatically trigger plans for the use of people, parts, steps and tools. Plans automatically trigger work orders when due.work orders when due.

SAPSAP ++ Highly structured maintenance plans for the use of people, parts, steps and Highly structured maintenance plans for the use of people, parts, steps and tools. Plans automatically trigger work orders when duetools. Plans automatically trigger work orders when due

MROMROSoftwareSoftware

++ Highly configurable, both meter-based and time-based, as well as seasonal; Highly configurable, both meter-based and time-based, as well as seasonal; ability to forecast PM’s without having to generate work orders.ability to forecast PM’s without having to generate work orders.

IndusIndus oo Limited triggers, PM’s can only be triggered by one meter per asset and Limited triggers, PM’s can only be triggered by one meter per asset and components do not have separate meters; introducing new technology platform, components do not have separate meters; introducing new technology platform, and Predictive Maintenance capabilities are still very limited.and Predictive Maintenance capabilities are still very limited.

DatastreamDatastream ++ Highly configurable, including time-based and meter-based scheduling, and Highly configurable, including time-based and meter-based scheduling, and plans for the use of people, parts, steps and tools. Plans automatically trigger plans for the use of people, parts, steps and tools. Plans automatically trigger work orders when due.work orders when due.

Information Age Applications