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Oracle EPM BI Overview

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Oracle’s “EPM System” Positioning & Messaging Christopher Lyle RVP Titan Technologies
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Page 1: Oracle EPM BI Overview

Oracle’s “EPM System” Positioning & Messaging

Christopher LyleRVP Titan Technologies

Page 2: Oracle EPM BI Overview

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

Page 3: Oracle EPM BI Overview

3

Overview

Page 4: Oracle EPM BI Overview

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Oracle’s Vision for:

Enterprise Performance Management

“Moving from operational to management excellence.”

John KopckeSenior Vice President

EPM Global Business UnitOracle Corporation

Page 5: Oracle EPM BI Overview

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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/…

Page 6: Oracle EPM BI Overview

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Oracle’s EPM Vision: Extend Operational Excellence to Management Excellence

Time

CompetitiveAdvantage

OPERATIONAL EXCELLENCE

MANAGEMENT EXCELLENCE

Page 7: Oracle EPM BI Overview

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To Achieve Management Excellence

SMART

AGILE

ALIGNED

Rationalize Your Management Systems

Leverage Best Practices and Advanced Integration

Share Insights Across the Extended Enterprise

Page 8: Oracle EPM BI Overview

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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

Page 9: Oracle EPM BI Overview

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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

Page 10: Oracle EPM BI Overview

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“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

Page 11: Oracle EPM BI Overview

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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

Page 12: Oracle EPM BI Overview

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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

Page 13: Oracle EPM BI Overview

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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

Page 14: Oracle EPM BI Overview

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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

Page 15: Oracle EPM BI Overview

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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

Page 16: Oracle EPM BI Overview

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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

Page 17: Oracle EPM BI Overview

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Legacy BI/EPM Product Evolution

Page 18: Oracle EPM BI Overview

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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

Page 19: Oracle EPM BI Overview

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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

Page 20: Oracle EPM BI Overview

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The Hyperion Modules – System 9

QIQ Visual Explorer

Excel Add-InReportsAnalyzerIntelligenceSQR

OLTPDW Files Legacy

SAPMDB

Foundation

Performance Suite

Essbase

EAS/EIS

Foundation

Financial Applications

Page 21: Oracle EPM BI Overview

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The Hyperion Modules – System 9

DashboardBuilder

Visual Explorer

SmartViewFinancialReporting

WebAnalysis

InteractiveReporting

SQRProductionReporting

OLTPDW Files Legacy

SAPMDB

Foundation

Essbase

EAS/EIS

Workspace

Financial Applications

Page 22: Oracle EPM BI Overview

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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

Page 23: Oracle EPM BI Overview

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Oracle’s EPM System Positioning & Messaging

Page 24: Oracle EPM BI Overview

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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

Page 25: Oracle EPM BI Overview

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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

Page 26: Oracle EPM BI Overview

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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

Page 27: Oracle EPM BI Overview

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Oracle BI PublisherStructured Pixel-Perfect Reporting

Templates

XML

EDI

EFT

Email

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

PDF

RTF

HTML

Excel

• XML Spy• Scriptura• OthersWeb Services

CustomApplications

XSL

Page 28: Oracle EPM BI Overview

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What do you get when you buy a BI “tool”?

Today, Who would “build” an ERP system?

Page 29: Oracle EPM BI Overview

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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

Page 30: Oracle EPM BI Overview

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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

Page 31: Oracle EPM BI Overview

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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

Page 32: Oracle EPM BI Overview

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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

Page 33: Oracle EPM BI Overview

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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

Page 34: Oracle EPM BI Overview

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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

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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

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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?

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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

Page 38: Oracle EPM BI Overview

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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

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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"

Page 40: Oracle EPM BI Overview

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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

Page 41: Oracle EPM BI Overview

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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

Page 42: Oracle EPM BI Overview

42Oracle Confidential. For Internal Use Only.

PM Applications: Planning & BudgetingProduct Strategy

* No product releases planned after December 2007** Sustaining Support Extended through December 2009

Page 43: Oracle EPM BI Overview

43Oracle Confidential. For Internal Use Only.

PM Applications: Financial ConsolidationProduct Strategy

Applications

Unlimited

Applications

Unlimited

Applications

Unlimited

Page 44: Oracle EPM BI Overview

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• 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

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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

Page 46: Oracle EPM BI Overview

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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

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• 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

Page 48: Oracle EPM BI Overview

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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

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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

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Smart Space Gadgets with Microsoft Vista

Always On

Personalized Gadgets

Collaboration

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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

Page 52: Oracle EPM BI Overview

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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

Page 53: Oracle EPM BI Overview

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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

Page 54: Oracle EPM BI Overview

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Oracle’s Support Strategy

Page 55: Oracle EPM BI Overview

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

Page 56: Oracle EPM BI Overview

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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

Page 57: Oracle EPM BI Overview

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Oracle’sMigration & Pricing Strategy

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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

Page 59: Oracle EPM BI Overview

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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

Page 60: Oracle EPM BI Overview

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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

Page 61: Oracle EPM BI Overview

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PRICE LIST – OBIEE+ & OBIEE Segments

Page 62: Oracle EPM BI Overview

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PRICE LIST – Hyperion EPM Applications

Page 63: Oracle EPM BI Overview

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PRICE LIST – BI Applications

Page 64: Oracle EPM BI Overview

64

PRICE LIST – BI Applications

Page 65: Oracle EPM BI Overview

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How to work with Oracle

Page 66: Oracle EPM BI Overview

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

Page 67: Oracle EPM BI Overview

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

Page 68: Oracle EPM BI Overview

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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

Page 69: Oracle EPM BI Overview

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

Page 70: Oracle EPM BI Overview

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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

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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

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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

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Oracle’s Demo Image for Partners

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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

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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 *****

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Oracle’sRoadmap Strategy

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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

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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)

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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

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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

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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

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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

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• 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

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“Beatware” Chart Examples

Exploded Pie Donut + Tooltip

Available in IR Dashboards Section Only

Stack Funnel

Copyright © 2007, Oracle. All rights reserved.

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Hyperion 9.5 (11.1.1) OBIEE+ Release:Financial Reporting Annotations

Oracle Confidential - - Internal Use Only for ST Partnership

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Scorecard – EPM Workspace

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Workspace Pages

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Portal / Portlet Support

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System 9 Unified Installer – 11.1.1 (9.5)

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System 9 Assemblies – 11.1.1 (9.5)

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System 9 Installation Validation - 11.1.1 (9.5)

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OBIEE Dashboards in EPM Workspace

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OBIEE+ Smart Space Integration

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OBIEE+ Smart Space Integration

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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

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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

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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

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Click and Access ANY Web Application

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Setting Thresholds

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Setting up & running jobs

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Summary

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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

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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

Page 106: Oracle EPM BI Overview

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AQ&


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