Oracle’s “EPM System” Positioning & Messaging
Christopher LyleRVP Titan Technologies
2
AGENDA
• Overview• Legacy EPM/BI Product Evolution• Oracle EPM System Positioning & Messaging• Oracle EPM System Support Strategy• Oracle EPM System Migration & Pricing Strategy• How to work with Oracle• Oracle’s Demo Image for Partners• Oracle’s EPM System Roadmap Strategy• Summary• Q&A
3
Overview
4
Oracle’s Vision for:
Enterprise Performance Management
“Moving from operational to management excellence.”
John KopckeSenior Vice President
EPM Global Business UnitOracle Corporation
5
Based on Michael E. Porter’s Value Chain
Inbound Logistics
Operations Marketing &Sales
ServiceOutbound Logistics
Firm Infrastructure
Human Resource Management
Technology Development
Procurement
Invest to Retire
Source to Procure
Procure to Pay
Order to Cash
Develop to Release
Operational Processes Are Well DefinedThat’s Why Customers Implemented ERP/CRM/…
6
Oracle’s EPM Vision: Extend Operational Excellence to Management Excellence
Time
CompetitiveAdvantage
OPERATIONAL EXCELLENCE
MANAGEMENT EXCELLENCE
7
To Achieve Management Excellence
SMART
AGILE
ALIGNED
Rationalize Your Management Systems
Leverage Best Practices and Advanced Integration
Share Insights Across the Extended Enterprise
8
Leadership Product Strategy
• Industry’s First Complete & Integrated End-to-End EPM System• Comprehensive Applications• Common Enterprise Information Model• Pervasive Information Delivery Layer• Powerful OLAP Technology
• Oracle is Defining and Driving the Competitive Agenda• Competitors attempting to respond to Oracle’s Strategy• Competitor revenue declines vs. Oracle’s strong growth
9
Rigorous and Focused Acquisition StrategyFour Specific Criteria for each transaction
• Consistent with Oracle’s vision and logical footprint
• Consisting of complementary products
• Standards-based
• Running on compatible architectures
Strategic Fit
11
• Significant number of customers in common
• Drive retention rate and multiple cross and up-sell opportunities
Sales Fit
22
• Capable of being integrated within six months
• Can utilize Oracle operations and infrastructure immediately
Integration Fit
33
• Purchase price conforms to rigorous valuation metrics
• Contributes to Oracle’s stated 5-year growth plan of 20%+ annual earnings growth
Financial Fit
44
10
“The majority of customers are purchasing and implementing BI and CPM as disparate point solutions, which weaken their ability to achieve pervasive BI or to link BI platform and CPM suites capabilities into an integrated continuum to drive business transformation from the strategic level to the process level”
What Gartner is Saying
Source: Employ a Coordinated Approach to BI and CPM, April 2007
11
Oracle’s Enterprise Performance Management System
BI Applications
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
BI ApplicationsPerformance Management
Applications
12
Pervasive Information Access Through a Unified BI Foundation
BI Applications
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
BI ApplicationsPerformance Management
Applications
EPM WORKSPACE
Web AlertsOffice MobileDesktop Search
13
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Business Intelligence Foundation
BI ApplicationsPerformance Management
Applications
SOA
FUSION MIDDLEWARE
DataQuality
DataIntegration
MDM IdentityManagement
ContentManagement
Business ProcessManagement
Leverages Fusion Middleware
14
Market Leading Performance Management Applications
BI Applications
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
BI ApplicationsPERFORMANCE MANAGEMENT APPLICATIONS
StrategyManagement
BusinessPlanning
ProfitabilityManagement
FinancialReporting &Compliance
15
Comprehensive BI Applications
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
Performance ManagementApplications Sales Svcs. Mktg. Order
Mgmt.
BI APPLICATIONS
SupplyChain
HR FinanceContactCenter
16
Highly Scalable BI Foundation
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
BI ApplicationsPerformance Management
Applications
BUSINESS INTELLIGENCE FOUNDATION
Essbase BI Server Predictive Analytics
Common Enterprise Information Model
17
Legacy BI/EPM Product Evolution
18
The Hyperion Modules – Pre-System 9
QIQ Visual Explorer
Excel Add-InReportsAnalyzerIntelligenceSQR
Essbase
EAS/EIS
OLTPDW Files Legacy
SAP
Portal
MDB
ODS/BCS
Financial Applications
19
The Hyperion Modules – Pre-System 9
QIQ Visual Explorer
Excel Add-InReportsAnalyzerIntelligenceSQR
OLTPDW Files Legacy
SAP
Performance Suite
MDB
Foundation
Essbase
EAS/EIS
Financial Applications
20
The Hyperion Modules – System 9
QIQ Visual Explorer
Excel Add-InReportsAnalyzerIntelligenceSQR
OLTPDW Files Legacy
SAPMDB
Foundation
Performance Suite
Essbase
EAS/EIS
Foundation
Financial Applications
21
The Hyperion Modules – System 9
DashboardBuilder
Visual Explorer
SmartViewFinancialReporting
WebAnalysis
InteractiveReporting
SQRProductionReporting
OLTPDW Files Legacy
SAPMDB
Foundation
Essbase
EAS/EIS
Workspace
Financial Applications
22
Oracle’s Business Intelligence Evolution
19971997 20012001 20052005 20072007
XMLExcel
Flat Files
Multi-Dimensional
SAP BW
OracleMicrosoft
SQLServer
Teradata IBM DB2OLTPODS
DataWarehouseData Marts
BI Server
MS OfficeOther
BI ToolsPortals
Other Applications
Oracle, MSFT AD, Sun iPlanet, Novell
Others …PipelineAnalysis
Triangulated Forecasting
Sales Team Effectiveness
Up-sell / Cross-sell
Discounting Analysis
Lead Conversion
Receivables / Payables Analysis
CustomerProfitability
Product Profitability
Regulatory Compliance
Expense Management
Cash Flow Analysis
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Supplier Performance
Inventory Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
Employee Productivity
Compensation Analysis
Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Sales Analytics
FinancialAnalytics
Workforce Analytics
Supply Chain
Analytics
Service & Contact Center
Analytics
Marketing Analytics
Travel& Trans
Travel& Trans
AutoAuto Comms.& Media
Comms.& Media
ComplexMfg.
ComplexMfg.
ConsumerSector
ConsumerSector
EnergyEnergy
FinancialServices
FinancialServices
HighTech
HighTech
Insurance& Health
Insurance& Health
LifeSciences
LifeSciences
Public Sector
Public Sector
Other Operational & Analytic SourcesPrebuilt adapters:
BI Platform
ProactiveDetectionand Alerts
DisconnectedAnalytics
Ad-hoc Analysis
MS OfficePlug-in
Reporting & Publishing
Interactive Dashboards
OLTP & ODSSystems
Data WarehouseData Mart
SAP, OracleCustom Apps
FilesExcelXML
BusinessProcess
Calculation and Integration Engine
Intelligent Caching ServicesSimplified Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
TIME
Relational
Oracle Discoverer
(Disco)
Data MiningOracle
Data Mining
TransformationOWB
(ELT)REGION
TIME
PRODUCT
OLAP
Relational
Transformation
OLAP
Data Mining
23
Oracle’s EPM System Positioning & Messaging
24
Oracle BI “Suite” Enterprise Edition (OBIEE)Comprehensive, Integrated BI Suite
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Oracle BI Server
Common Enterprise Information Model
Reporting &
Publishing
Ad hoc Analysis
ProactiveDetectionand Alerts
Microsoft Office
Interactive Dashboards Advantages:
Consolidate and standardize BI tools
Unified BI metadata and infrastructure
Seamless BI user experience
Intelligent Caching Services
Data FederationIntelligent Alerting
25
Oracle’s Strategic EPM System Direction
Oracle BIEnterprise
Edition
Plus
(OBIEE+)
HyperionSystem 9 BI+ Tools
Interactive ReportingSQR Production ReportingFinancial ReportingWeb Analysis
Oracle BI EnterpriseEdition
(OBIEE)
BI Publisher
26
Oracle BI Enterprise Edition Plus (OBIEE+)
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Performance Management Applications
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial ReportingBI Publisher
Interactive Reporting
SQR Production Reporting
Web Analysis
Ad hoc Analysis
ProactiveDetectionand Alerts
Microsoft Office
Interactive Dashboards
Ext
en d
OD
BC
27
Oracle BI PublisherStructured Pixel-Perfect Reporting
Templates
XML
EDI
EFT
Printer
Fax
Repository
e-Commerce
OutputFormats Destinations
Oracle 10g, Oracle BI EE,
Oracle BI Apps SQL Server
E-Business Suite,
PeopleSoft, JDE, Siebel,
SAP
BI Publisher
Data Source
• Word• Acrobat• JDev
Layout Tools
RTF
HTML
Excel
• XML Spy• Scriptura• OthersWeb Services
CustomApplications
XSL
28
What do you get when you buy a BI “tool”?
Today, Who would “build” an ERP system?
29
Oracle BI Enterprise Edition Plus (OBIEE+)w/ BI Applications
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Performance Management Applications
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial Reporting
BI Publisher
Interactive Reporting
SQR Production Reporting
Web Analysis
Ad hoc Analysis
ProactiveDetectionand Alerts
Microsoft Office
Interactive Dashboards
Oracle BI Applications
SalesService &ContactCenter
MarketingOrder Mgmt& Fulfillment
Supply Chain FinancialsHuman
Resources
DW Schema
PackagedETL Maps
Ext
en d
OD
BC
30
Complete Suite of BI Applications
Travel& TransTravel
& TransAutoAuto Comms& MediaComms& Media
ComplexMfg
ComplexMfg
ConsumerSector
ConsumerSector EnergyEnergy Financial
ServicesFinancialServices
HighTechHighTech
Insurance& Health
Insurance& Health
LifeSciences
LifeSciences
Public SectorPublic Sector
Other Operational & Analytic Sources
Oracle Business Intelligence Enterprise Edition Plus (OBIEE+)
Prebuilt adapters:
SalesService &Contact Center
MarketingOrder
Management& Fulfillment
Supply Chain
FinancialsHuman
Resources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell / Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
A/R & A/PAnalysis
GL / BalanceSheet Analysis
Customer & ProductProfitability
P&L Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearity
Ordersvs. Available
Inventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
31
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others
Prebuilt DW design, adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use, easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metrics& Dashboards
Back-end ETL andMapping
DW Design
Define Metrics& Dashboards
Training / Roll-out
Training / Rollout
Months or Years
Oracle BI Applicationssolutions approach:
• Faster time to value• Lower TCO• Assured business value
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
Oracle Business Intelligence ApplicationsSpeeds Time To Value and Lowers TCO
32
Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives and other Business Users.
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from SAP, PSFT, Oracle EBS and other sources.
2 A “best practice” library of over 360 pre-built metrics, 30 Intelligent Dashboards, 200+ Reports and several alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
Oracle Financial Analytics Product Components
33
Tight Integration with Oracle ERP AppsAction Links navigate from analytical to operational
• Action Links• Seamless navigation from analytical information to transactional
detail while maintaining context within Oracle EBS, Siebel CRM, and PeopleSoft Enterprise
34
Oracle BI Apps Security IntegrationTight security integration with Oracle Applications
Oracle BI Foundation
Right content shown to the right user
Supports iPlanet, Novell, MSFT AD,Oracle Identity Directory (OID), and others
Tightly integrated security model
Oracle BI Applications
SalesService &Contact Center
Marketing
Order Management& Fulfillment
Supply Chain
FinancialsHuman
Resources
ObjectSecurity
UserSecurity
Data Security
35
Oracle’s Strategic EPM System Direction
Oracle BIEnterprise
EditionPlus
(OBIEE+)
HyperionSystem 9 BI+ Tools
Interactive ReportingSQR Production ReportingFinancial ReportingWeb Analysis
Extend
Oracle BI Applications
Oracle BI EnterpriseEdition
(OBIEE)
BI Publisher
36
Historical Reporting Forward Analysis
Which customers spend the most?
What did this customer buy?
What is the Q4 revenue forecast?
Which customers are most profitable?
What is this customer likely to buy next?
What if demand falls short of forecast?
Traditional BI Tools Are Designed for ….Historical Reporting & Analysis, not Forward Looking Analysis
What happened? What if?
37
Powerful calculations
Hyperion EssbaseExtends BI with Advanced OLAP Analysis
Custom analytic applications requiring…
Multi-user write back
Financial Intelligence
Store Profitability
Inventory Forecasting
Volume Change Analysis
Limited IT support Immediate Response Structure your business
38
Oracle OLAP OptionAccelerating Oracle Data Warehouse Performance
• Embedded OLAP• Open SQL Access• Cube Aware Materialized Views• Enterprise Ready: Oracle RAC,
Grid Computing
• Faster query performance• Cost effective• Secure
BENEFITS
FEATURES
EmbeddedManageable
Enterprise Ready
39
Essbase as source to OBIEE+Available now
Files ExcelXML
OLTP & ODSSystems
Common Enterprise Information Model
BI Server
Data WarehouseData Mart
+Essbase
For OBI Customer
• Access all data managed by Essbase
• Essbase data can participate in Common Enterprise Information Model
For Essbase Customer
• Essbase data and calculations made available to OBIEE users
Ad hoc Analysis
Interactive Dashboards
Reporting &Publishing
ProactiveDetectionand Alerts
MS Office& Outlook
"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
40
OBIEE+ as Source to EssbaseAvailable now (Essbase Studio in EPM System 11)
Common Enterprise Information Model
BI Server
Files ExcelXML
OLTP & ODSSystems
Data WarehouseData Mart
For Essbase Customer
• Essbase can access all sources mapped into Common Enterprise Information Model
• Essbase drill through to the OBIEE+ mapped data
• Essbase Studio can map OBIEE+ data for Essbase use
• Essbase can use BI Apps as a data source
For OBI Customer
• Essbase what-if can be applied to OBIEE+ mapped data
Essbase EssbaseStudio
41
Oracle’s Strategic EPM System Direction
Oracle BIEnterprise
EditionPlus
(OBIEE+)
HyperionSystem 9 BI+ Tools
Interactive ReportingSQR Production ReportingFinancial ReportingWeb Analysis
Extend
Oracle BI Applications
Hyperion Essbase
Oracle BI EnterpriseEdition
(OBIEE)
BI Publisher
42Oracle Confidential. For Internal Use Only.
PM Applications: Planning & BudgetingProduct Strategy
* No product releases planned after December 2007** Sustaining Support Extended through December 2009
43Oracle Confidential. For Internal Use Only.
PM Applications: Financial ConsolidationProduct Strategy
Applications
Unlimited
Applications
Unlimited
Applications
Unlimited
44
• Accounting’s Closing Process• USER: Controller• DATA: Historical• Financial Data Quality• Increases Control; Reduces Risk• OUTPUT: Management & Statutory Reporting
• Finance’s Budgeting Process• USER: Mgr. Fin. Planning & Analysis (FP&A)• DATA: Short Term Planning & Forecast• Planning, Forecasting & Allocations• Assign/Transfer Ownership; Workflow• OUTPUT: Profit & Loss (P&L) Statements
• Treasury’s Impact Analysis• USER: Mgr. Mergers & Acquisitions (M&A)• DATA: Long Term Forecast• Test Strategies• Contingency Plans• Performance Impact• Debt Management• OUTPUT: Balance Sheet & Cash Flow
Financial Applications
45
Financial Data “Quality” ManagementQuality of Data Consolidations
• Faster Close• Eliminate Bottlenecks
• Improve Communication
• Deployments
• Migrations to New Applications
• Visibility / Transparency• Audit Trail
• Map Changes
• Data Quality & Checking
• Error Identification
• Error Notifications
• Compliance Support• Standard, Repeatable Process
• Strict Internal Controls
• Each User• All Actions• All Data
46
Data Integration ManagementData Adapters
• Hyperion System 9 integrated with your data• Part of Hyperion System 9 Data Management Services
• Based upon OEM agreement with Informatica with PowerCenter
• Successor product to HAL for data integration
• Typical Usage• Analytic Services
• Metadata and numeric data
• Extraction & Loading
• Financial Management
• Data extraction & loading
• Performance Scorecard
• Metadata and numeric data
• Extraction & Loading
47
• Analysis across the Enterprise• Balanced Scorecard
Collaborative certified application
• Articulate Strategy, Accountability & Goals
• Align Enterprise with Plans and Objectives
• Web based forum• Message Boards• Discussion Threads
• Integrate Scorecarding with Dashboards and Reporting
Performance Scorecard
48
Hyperion Profitability & Cost Management
• An Analytical Application that enables• Accurate measurement, allocation and
management of cost and revenues• Computation of Profitability for business
segments• Profitability measurement by using cost
decomposition, consumption-based costing, and scenario playing
• Hot-Pluggable with existing IT investments
• Designed for the business user
49
Grid results returned from cube that has members whose text match
with that in the search string.
The first two key words are broken
down to its children
Smart SearchGoogle One Box Integration
50
Smart Space Gadgets with Microsoft Vista
Always On
Personalized Gadgets
Collaboration
51
Smart ViewPersonalized Data Slices
• Database slices• User defined• Distributable
• Default:• Queries• POV• User options
• Filtered database views:• Ex: only see 4
of 12 dimensional model• Anchor other dimensions
52
Oracle’s Strategic EPM System Direction
Oracle BIEnterprise
EditionPlus
(OBIEE+)
HyperionSystem 9 BI+ Tools
Interactive ReportingSQR Production ReportingFinancial ReportingWeb Analysis
Extend
Oracle BI Applications
Hyperion Essbase
Hyperion PM Applications
Oracle BI EnterpriseEdition
(OBIEE)
BI Publisher
53
Oracle’s “EPM System”
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Performance Management Applications
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial Reporting
BI Publisher
Interactive Reporting
SQR Production Reporting
Web Analysis
Ad hoc Analysis
ProactiveDetectionand Alerts
Microsoft Office
Interactive Dashboards
Oracle BI Applications
SalesService &ContactCenter
MarketingOrder Mgmt& Fulfillment
Supply Chain FinancialsHuman
Resources
DW Schema
PackagedETL Maps O
DB
C
EPM Workspace
Foundation
54
Oracle’s Support Strategy
55Oracle Confidential. For Internal Use Only.
Support StrategyProtect, Extend and Evolve
Strategic Product• Oracle’s lead solution for new opportunities
Applications Unlimited• Oracle's plan to continue providing enhancements & support
Lifetime Support• Premier support (from GA date)
• 5-year support policy for Oracle Technology and Application products• Extended support (additional fee)
• Support for an additional 3 years for specific releases• Sustaining support
• Receive technical support as long as products are licensed/maintained
56
BI Product Disposition
Function Strategic BI Products• Engine OBI EE+; BI Server• Dashboards OBI EE+; Dashboards• Ad hoc query OBI EE+; Answers+ (11g)• Pixel-perfect Reporting OBI EE+; BI Publisher• Alerting OBI EE+; Delivers• Office OBI EE+; Hyperion SmartView• Balanced Scorecard Hyperion Scorecard, eventually OBI Scorecard 11g• Financial Reports Hyperion Financial Reporting
Protect, Extend, Evolve Strategic BI Products• Discoverer OBI EE+• Web Analysis OBI EE+; Answers+ 11g• Interactive Reporting OBI EE+; Dashboards • SQR Production Reporting OBI EE+; BI Publisher• Oracle Scorecard New - OBI Scorecard 11g• PeopleSoft Scorecard New - OBI Scorecard 11g
57
Oracle’sMigration & Pricing Strategy
58
Migration Scenario #1Existing Customers *
Pre System 9 BI+ Tools Customer
Enable to System 9
Expand Existing v8 Deployment
Additional v8 Users By Role
Additional v8 CPUs
Enablement Fees at 15% of New Oracle List Price
Move to
OBIEE +
1. Enable to System 9
2. License Migrate to OBIEE+ at List to List Price
Ext
en d Hyperion Essbase
OBIEE Customer
Move to
OBIEE +OBIEE+ Upgrade
* Assumes Current on Maintenance
59
Migration Scenario #2 Existing Customer from USER to PROCESSOR *
Existing Customer
Define Value of DESIRED
PROCESSOR Licenses
Enable to System 9
(Hyperion Only)
(15% List)
Desired Processor Price – Value of
Existing Licenses
Define Value of EXISTING
USER Licenses
* Assumes Current on Maintenance
60
Customer Migration Benefits
• Pre-System 9 Customers to System 9• Move from Hyperion to Oracle paper• All Users get Zero Client w/View & Query Generation• All Users get Dashboard Builder• Include Smartview & Smartspace• Impact Manager included with Interactive Reporting• Test & Development included for modules owned• New Dual-Core processor matrix pricing• Unify maintenance term• Removal of Tiers & Deployments (For existing System 9 clients)• All modules include web components• Single Type User Licensing
• System 9 Customers to OBIEE+• Defined & Optional Semantic Layer• Include Oracle’s complete BI Content Creation Tools
61
PRICE LIST – OBIEE+ & OBIEE Segments
62
PRICE LIST – Hyperion EPM Applications
63
PRICE LIST – BI Applications
64
PRICE LIST – BI Applications
65
How to work with Oracle
66
Oracle’s North America Sales Organization
Commercial ApplicationsJohn Boucher
Public SectorMark JohnsonApps & Tech
GlobalBusiness
Units
Keith Block
Charles Phillips
Strategic Accounts: Applications
Matt Mills NA Technology Organization : Tony Fernicola
67
Oracle’s North America Sales Organization
Commercial Applications
Public Sector
GlobalBusiness
Units
Strategic Accounts: Applications
North America: Technology
CRM Apps
ERP Apps
EDGEFusion
Middleware & Technology
Industry-Specific
ApplicationsEPM Database
68
NA Sales Applications & A&COrganization
Infrastructure
Field Sales
Alliances / Channels
• Industry Solutions/Initiatives
• Executive Awareness
Strategic SIs
• Growth / Best of Breed
• AIA, GRC, PLM, EPM
Specialty Alliances
• Accelerate Program
• CRM On-Demand
Apps Resellers
• 250+ Top Accts & Verticals
• Industry Aligned
• All Heathcare, Higher Ed, Retail
Strategic Accts (NASA)
• Large Enterprises to Small and Medium Size companies
• Co-sell and Re-sell model
Commercial Accts Public Sector Accts
• Federal, State & Local
• Covering Apps and Tech
OPN
Marketing
Operations
Enablement
• Partner Management Group, Partner Interaction, Programs, and Policies
• Systems, Finance, M&A
• Product, Industry, Sales / Pre-Sales / Implementation, Prof. Development
• Demand Generation, Initiatives & Programs, Events, Self-Service Resources
69
Oracle Sales Reps Compensation
• EPM Reps• Hyperion PM Apps• Essbase w/ Planning (PRIME)• Essbase Stand-Alone (PRIME)• DRM
• BI Apps Reps• BI Apps
• ERP Reps• ERP Apps• SPIF (PM Apps)
• Tech Reps• OBIEE+ (OBIEE, HYSL BI+)• Essbase Stand-Alone (Co-Prime)• Database
• BI Reps• OBIEE+ (OBIEE, HYSL BI+)• Essbase Stand-Alone (Co-Prime)
• FMW Reps• FMW Products
70
Market Maker Initiative Methodology
Co-Development
Momentum RevenuePartnering Based On Account Specific Situations
Partner Developed SolutionExample: extensions, integration, customizations etc
Tactical
Strategic
Partner Service SolutionCollateral based partner solution, value proposition, Must be specific to Oracle products
Strategic joint Investment to develop unique industry & horizontal solutions
HIGHLY DIFFERENTIATED &HIGHLY REPEATABLE
“White Space”
DIFFERENTIATED & REPEATABLE
“Joint Targeted Go-to- Market around specific
Partner Offerings”
DEAL DRIVEN“Low Repeatability”
Level III
Level II
Level I
Level 0
71
Increase Focus On “Initiative Based” Revenue
FY06FY06 FY07FY07 FY10FY10FY08FY08 FY09FY09
Cosell/Cosell/
ResellResell
$$
Level 0 – Deal Driven (Momentum)Level 0 – Deal Driven (Momentum)
Level I & II – Partner Service OfferingsLevel I & II – Partner Service Offerings
Level III – Strategic Co-DevelopmentLevel III – Strategic Co-Development
Y%Y%
X%X%
•Set Baseline For FY09
•Set FY10 Growth Targets
72
Market Maker “Initiative” Template
Overview
Marketing/Communications
Value Proposition
Pipeline Development
Exec Meetings:
Marketing Activities (seminars, etc.):
• List roadshows (cities), mailers, seminars,
• Industry events, etc.
Investments: what will above cost; what is OracleCost and what is partner investing
Partner:
Description: Brief, to the point, 25 words or less
Target Customers: Name Industry or Geo
Level: I, II or III
Asset Description: Describe Asset Partner brings to
The initiative and value
Customer Lead Source Industry LOB
Client 1 Partner Hi-Tech NASA
Client 2 Partner Hi-Tech NASA
Client 3 Joint Hi-Tech Commercial
Client N Oracle Hi-Tech Commercial
IBU/Marketing/Focus For Growth Key Theme:
Products:
Value Partner Brings: What unique value does partner bring
To the problem space and product knowledge – why do this
With this partner
Partner Sponsor:
Revenue Target:
Partner Accounts: Describe accounts partner providing: ex: top
20 Hi-Tech accounts; list if available or put in table below…
Oracle Accounts: Ex: All PSFT ICM Accounts in Northeast
73
Oracle’s Demo Image for Partners
74
Demonstration Environment StrategyPartner Options
(A) OBIEE+, Essbase, BI Apps Demo Image - LINUX (BIC2GO)• VMWare, No Hyperion EPM• AVAILABLE NOW
(B) TDS - Technology Demonstration Services• Hosted Environment for EPM & BI “Standard” Demonstration• http://www.oracle.com/partners/sales • AVAILABLE NOW
(C) Build Own Environment with Data & Application Extracts• Hyperion EPM (9.3.1) & Hyperion BI+ (9.3.1), No OBIEE• SETUP Doc AVAILABLE• DEMO CONTENT/SCRIPTS• See “Windows Demo Environment Project” Option D
(D) Windows Demo Environment Project• Leverage “OPN Partner” to Build/Manage Image, not Oracle• Multiple options to choose
• Microsoft VHD Program, Full Microsoft Image, Partner Microsoft Image• January/February 2009
75 75
Demonstration Environment Strategy“Windows” Demo Images – Purchase Options
OPTION 1: MICROSOFT’S VHD PROGRAM (similar to VMWare) – target FEB 1• Would require NO Windows license by the partner• Image would expire in 30 days. Re-install the DVDs for another 30 days.• COST: approx. $300 for a set of DVDs• USAGE: Only 1 copy needed for entire Partner site
OPTION 2: FULL MICROSOFT IMAGE (VMWare) – target FEB 1• COST: approx. $500 + Windows Server 2003/Office Pro ($1,000) per VMWare Image• USAGE: 1 copy needed per individual
OPTION 3: EXTRACT/RESTORE – target MAR 1• Use "PC Mover" to take the files extracted from the Oracle Windows Demo image and
"restore" them on the third party Windows “VM” image.• The purchaser would need to have their own Windows/Office license and follow a script to
configure manual steps. • COST: approx. $500 for a set of DVDs• USAGE: Only 1 copy needed for entire Partner site
***** Purchase Price not final yet *****
76
Oracle’sRoadmap Strategy
77
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement - Futures
78
OBIEE & Hyperion System 9 BI+ ToolsOBIEE+ Roadmap
Hyperion BI+ 9.3.1
Hyperion BI+9.5 (11.1.1)
• General Availability Sept 2007
• “Kennedy” release
• Oracle integration
"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
OBIEE11g
• Major release
• Hyperion integration
OBIEE10.1.3.3.1
• Essbase integration
OBIEE10.1.3.3
• General Availability
11.1.1.0.0 – Kennedy – WINDOWS (Q4)
11.1.1.1.0 – Shelley – UNIX (Q2)
11.1.1.2.0 – Dickens – Localized-Intl (Q3)
79
OBI & Hyperion Integration Releases
Hyperion EPM 9.3.1
Oracle | Hyperion EPM System 11
Major releaseOracle integrationCalc ManagerEssbase StudioProfitability Mgmt
"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
OBI EE11g
Major releaseHyperion integrationAction FrameworkAdvanced Visualization
OBI EE10.1.3.3.2
Essbase integration
OBI EE10.1.3.3
Next EPM/BI Release
MajorIntegrationRelease
IR-EssbaseintegrationOracle BrandingOracle integration
SmartSpace SmartViewOffice 2007
Hyperion EPM 9.3.1.x
Oracle | Hyperion EPM System 11
Localization Release
Available Now
OBI EE10.1.3.4
Discoverer to BI EE Migration
Workspace IntegrationSmartSpace Integration
80
Hyperion 9.5 (11.1.1) OBIEE+ Release
• Interactive Reporting• Beatware – ‘Gadgets’ and Charting• Official Support for BI Server ODBC• Infrastructure improvements
• Removal of remaining ‘single points of failure’• SQR Production Reporting
• Official Support for BI Server (OBIEE) ODBC• Financial Reporting
• Annotations• Scorecard
• Full Workspace integration• Portlet
• Workspace• “Pages” Support• OBIEE “BI Server” Integration
• Section 508 compliance: IR, PR, FR (via Workspace)
• Essbase Studio
81
Enhanced Hyperion Essbase Integration Hyperion Interactive Reporting
• Shared members
• Ragged hierarchies
• Attributes
• Server-side ranking, filtering and sorting
• Dynamic time series
• Advanced member selection
• Duplicate member names
82
New Essbase Studio – 9.5 (11.1.1)• Consolidates Essbase construction activities
• Replacement for Essbase Integration Services (EIS)• Deprecate Essbase Administration Services (EAS) data-prep editor• Unifies deployment & management of Essbase• Tight integration with EAS
83
• Dashboard Gauges• Part of Dashboard section• New Category (alongside Graphics, Controls etc.)
• Based on “Beatware” technology
• Supported widgets
• Gauges
• Speedometer
• Thermometer
• Traffic Light
• Bullet
• Slider as Control
• Charts (including radar, funnel)
Hyperion 9.5 (11.1.1) OBIEE+ Release
Interactive Reporting
e.g. Single Traffic Light
84
“Beatware” Chart Examples
Exploded Pie Donut + Tooltip
Available in IR Dashboards Section Only
Stack Funnel
Copyright © 2007, Oracle. All rights reserved.
85
Hyperion 9.5 (11.1.1) OBIEE+ Release:Financial Reporting Annotations
Oracle Confidential - - Internal Use Only for ST Partnership
86
Scorecard – EPM Workspace
87
Workspace Pages
88
Portal / Portlet Support
89
System 9 Unified Installer – 11.1.1 (9.5)
90
System 9 Assemblies – 11.1.1 (9.5)
91
System 9 Installation Validation - 11.1.1 (9.5)
9292
OBIEE Dashboards in EPM Workspace
93
OBIEE+ Smart Space Integration
9494
OBIEE+ Smart Space Integration
95
Answers+
• Member Selection
• Calculated Members
• Hierarchical Calculations
• Custom Aggregates
• For both OLAP and Relational Sources
• Optimized for Essbase
Answers+
• Member Selection
• Calculated Members
• Hierarchical Calculations
• Custom Aggregates
• For both OLAP and Relational Sources
• Optimized for Essbase
96
Spatial data
• OBIEE Dashboards and Answers
• Variety of mapping visualizations
• Interactive map controls
• Multiple layers
• Global digital map data provided by NAVTEQ
Spatial data
• OBIEE Dashboards and Answers
• Variety of mapping visualizations
• Interactive map controls
• Multiple layers
• Global digital map data provided by NAVTEQ
97
Fusion Middleware
Web Content, Digital Assets,Documents, Records, Images
Content Management•Remove License Enforcement•Managing Services with Enterprise Manager• Monitoring and Alerting on measures including response time and uptime• View Component Topology
98
99
Click and Access ANY Web Application
100
101
Setting Thresholds
102
Setting up & running jobs
103
Summary
104
Get Trained & Enabled
• Pre-Recorded Webinars• Sales & Technical
• Demo Images• Linux VMWare• Windows Options (coming soon)
• Pocket Demos• Step by Step Demo Scripts
• Oracle by Example• OPN Step by Step Training Scripts
• Oracle University – Hands-On Introduction Classes• Partner Discount
• PTS Hands-On Training – Advanced Classes• Free for Partners
105105
Key Take Aways
Convergence of BI and EPM is being driven by customers, not products#1
EPM is what’s next for ERP/CRM Customers#2
#3 BI “Purpose Built” Applications makes Buy/Build Decision Easy
106
AQ&