Transcript Document

Enabling the Insight-Driven
Enterprise
Implementing a BI and Analytic Platform
to Deliver Actionable Business Insight
Agenda

Business Drivers and Pain Points

Oracle Solution
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Oracle Warehouse Builder
Oracle Business Intelligence
Oracle Analytic Applications
Oracle EPM

BI Rationalization and rBix

Summary/Contact Info
BI & Analytics Challenges
Source: CIO Insight, “The Future of I.T.: What's on Tap for 2007 and Beyond,” January 16, 2007
BI Today - Islands of Information
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Siloed BI deployments across apps and departments
Fragmented view of information
No consistent definition of business metrics
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Report-centric model with backlog of new requests in IT
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Are metrics such as product profitability, customer lifetime value, and
marketing campaign ROI calculated consistently?
Each analyst with a BI tool may have their own answer
Top management requests get first priority, while needs of other
Business users go unmet
Few users have timely and actionable information needed to
optimize actions and decisions

Particularly middle management and “front line” users
Top BI Challenges
48.2%
Data resides in disparate systems
40.8%
Data is often incomplete or has errors
We don’t get information fast enough to take action
37.6%
Employees are too busy to use business intelligence tools
35.9%
24.5%
Employees receive too much unnecessary business data
Corporate executives do not understand the need for
employees to have access to business intelligence tools
21.2%
15.1%
Our business intelligence tools are too complicated
Corporate executives are unwilling to share data with
external third parties.
10.2%
Other, please specify
2.9%
1.6%
None of the above; there are no challenges
0%
10%
20%
30%
40%
50%
60%
The IT Dilemma
BUSINESS USERS WANT
IT WANTS

Fewer tools

User self-service

Secure systems

Flexibility & choice

Insight & alignment

Relevant access
Procurement
Operations
Finance
Marketing
HR / Workforce
Customers
Sales
Customers
Service
Customers
Distribution
Advanced Analysis Often Spans Heterogeneous Data Sources
How does call center agent tenure, training, & compensation
affect efficiency and cross-selling performance?
How does supplier performance impact customer satisfaction
and revenue?
How do I proactively manage risks of my receivables portfolio?
Suppliers
Suppliers
Suppliers
Two Kinds of Questions
What is our performance?
What are the top 10 markets?
What is the gap to forecast?
What customers are most
profitable?
What are revenues by product
compared to last year?
What are sales by product, store
and quarter?
What is the trend for employeerelated costs?
What is our open headcount?
Situational
How can we improve
performance?
What if we increase promotional lift
by 10% in our major markets?
What happens to our forecast if the
dollar declines by 5% to the
Euro?
What happens to gross margin if our
materials costs increase by 20%?
Which customers drive 80% of our
overall profitability?
What happens to same store sales if
inventory turns increase by 5%?
Forward-looking
The BI Continuum
Strategic
Dynamic
Modeling
Future Oriented
Past Oriented
Advanced
Analytics
Ad-Hoc Query
& Reporting
Standardized
Reporting
Operational
Static
The BI Continuum
Strategic
Dynamic
Will our cash balances take us
through this crisis?
What if we rolled out this product
nationwide?
What if demand falls short of forecast?
Future Oriented
Past Oriented
Which customers spend the most?
What is the Q4 revenue forecast?
What did this customer buy?
Operational
Static
Which customers are most profitable?
Another View: The “BI Pyramid”
Standardized
Reporting
Dashboards
Publishing
Pixel-perfect
Another View: The “BI Pyramid”
What-if
Scenarios
Modeling Allocations
Standardized
Reporting
Dashboards
Publishing
Pixel-perfect
Another View: The “BI Pyramid”
What-if
Scenarios
Modeling Allocations

Customer Profitability

Demand Planning
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Brand Valuation

Loan Default Risk

Store Profitability
Promotional Response
Financial Planning
Supply Chain Optimization
Customer Churn
Workforce Planning
Standardized
Reporting
Dashboards
Publishing
Pixel-perfect
The Insight Gap
HOW
OLAP
Servers
Business
Insight
Gap
BI Server
WHAT
Completing the Pyramid
What-if
Advanced Analysis
Predictive Analytics
Consistent definitions
Role-based views
Model-driven
Interactive Dashboards
Ad-hoc query
Report Publishing
OLAP
Server
Common
Enterprise
Information
Model
BI Server
Oracle BI & Analytics Solution
Goal: the Insight-Driven Enterprise
1.
Empower Everyone – Every person is provided with relevant, complete
information tailored to their role.
2.
Provide Real-time Intelligence – Deliver insight that predicts the best
next step, and deliver it in time to influence the business outcome
3.
Use Insight to Guide Actions – lead people to take action based on facts
to optimize decisions, actions and customer interactions
Becoming an insight-driven enterprise will drive the next level of
value creation and competitive advantage for organizations.
The Platform: Oracle’s Unified BI Foundation
What-if
Advanced Analysis
Predictive Analytics
Consistent definitions
Role-based views
Model-driven
Interactive Dashboards
Ad-hoc query
Report Publishing
Essbase
Common
Enterprise
Information
Model
Oracle BI Suite EE Plus
Essbase OLAP Server
Flexible, Powerful, Modeling Across Sources
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Flexible business model
definition
Advanced calculation &
integration engine
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Fast “speed-of-thought”
calculation power
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Leading Excel user interface
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Powerful Visual analysis

Mission critical scalability and
performance
Oracle BIEE
Plus
Presentation
Services
Essbase
Server
Native RDBMS
Oracle
SQL Server
DB2
Teradata
Office
Optimized Multidimensional storage
Over 300 analytic functions
Financial, Time and Calendar
intelligence
Trickle feed
Read/Write/Writeback
Enterprise scale
Multi-dimensional
Oracle OLAP
Microsoft
SAP BW
Other
XML
Excel
Text
Common Enterprise Information Model
Enables Consistency, Security, Reuse, Flexibility
PRESENTATION LAYER
User Roles, Preferences
Simplified View
Logical SQL Interface
SEMANTIC OBJECT LAYER
Dimensions
Hierarchies
Measures
Calculations
Aggregation Rules
Time Series
PHYSICAL LAYER
Map Physical Data
Connections
Schema
BUSINESS BENEFITS
Consistent,
Accurate
Role-Based
Views
of the Information
Business
User Selfto
Service
Information
Relevant
the User
Choice of Front End Tools
Role-Based, Secure Access
Transparent Information Access
Consistent Definition of Business
Measures, Metrics, Calculations
TECHNICAL BENEFITS
Model Once, Deploy Anywhere
Reduced User Support
Standardization
ModelEnables
Once, Phased
DeployBIEverywhere
Supports IT Compliance Initiatives
Easier Upgrades & Changes
Across Any Data Sources
Oracle BI Server
Simplified, Powerful, Intelligence Across Sources
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Simplified business model view
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Advanced calculation &
integration engine
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Intelligent request generation
and optimized, distributed data
access
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Mission critical scalability and
performance

Foundation for all OBIEE
presentation services
Oracle BIEE
Plus
Presentation
Services
OPEN SQL INTERFACE
Oracle BI
Server
Native RDBMS
Oracle
SQL Server
DB2
Teradata
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
Other 3rd
Party Tools
Simplified Business View
Unified Metadata
Intelligent Caching
Advanced Calculations
Aggregate Navigation & Creation
Federated Query and Integration
Optimized SQL/Function Shipping
Multi-dimensional
Essbase
Oracle OLAP
Microsoft
SAP
Other
XML
Excel
Text
2
Oracle BI Suite Enterprise Edition Plus
Pervasive Information Delivery
Interactive
Dashboards
Ad hoc
Analysis
Proactive
Detection
and Alerts
Microsoft
Office
Reporting & Publishing
BI Publisher
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis
Common Enterprise Information Model
Oracle BI Server
Set
Goals
Plan
Insight
Performance
Action
Report
Monitor
Align
Analyze
OLTP & ODS
Systems
Data
Warehouse
Data Mart
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
Files
Excel
XML
Business
Process
Financial
Performance
Management
Applications
Hyperion
Essbase
Hot-Pluggable With Existing IT Investments
Portals
Data Mining
Applications
Desktop Tools
Any JSR 168 Portal
Oracle Data Mining,
SPSS, SAS
Oracle EBS, Siebel, SAP,
PeopleSoft, JD Edwards ..
Excel, Outlook,
Lotus Notes ..
Oracle Enterprise Performance Management System
Oracle Business Intelligence Foundation
Security
Oracle
Kerberos
iPlanet
MSFT AD
Novell
Custom
Others ..
Data Access
Oracle RDBMS
Oracle OLAP Option
Microsoft SQL Server &
Analysis Services
IBM DB2
Teradata
Essbase
SAP BW
XML, Excel, Text
Data Integration
Oracle Data Integrator
(Sunopsis)
Oracle Warehouse Builder
Informatica
Ascential
Others ..
Ad-hoc Query Capability
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Comprehensive subject
areas available for
Adhoc analysis
New Calculated Fields
Available within Market
Leading BI Toolset
Easy to use Charting tool
Formatting
Widgets
Highlighting
Multi-language
Integrated Security
• Launch Oracle
OBI EE dashboard
from Application
Navigator
• Shared
responsibilities
between Oracle
EBS and Oracle
OBI EE
• Sign in only once
in EBS
Tight Integration with Oracle Apps
Extends BI Value, Lowers TCO
ACTION LINKS – “INSIGHT TO ACTION”
INTEGRATED SECURITY
Seamless navigation from analytical
information to transactional detail
One login. Right content for each user.
Data
Security
User
Security
Object
Security
INTEGRATED WORKFLOW
INTEGRATED WITH PLANNING AND EPMS
Intelligence-driven business processes
View performance “in-context” with
budgets and plans
BPEL, ESB
Oracle BI
Prebuilt Oracle BI Applications
Multi-Source Analytics with Single Architecture
Auto
Comms
& Media
Complex Consumer
Sector
Mfg
Sales
Service &
Contact
Center
Pipeline
Analysis
Energy
Financial
Services
High
Tech
Insurance
Life
& Health Sciences
Public
Sector
Travel
& Trans
Marketing
Order
Management
& Fulfillment
Supply
Chain
Financials
Human
Resources
Churn
Propensity
Campaign
Scorecard
Order
Linearity
Supplier
Performance
A/R & A/P
Analysis
Employee
Productivity
Triangulated
Forecasting
Customer
Satisfaction
Response
Rates
Orders
vs. Available
Inventory
Spend
Analysis
Sales Team
Effectiveness
Resolution
Rates
Product
Propensity
Cycle Time
Analysis
Procurement
Cycle Times
Customer
& Product
Profitability
HR Compliance
Reporting
Up-sell /
Cross-sell
Service Rep
Effectiveness
Loyalty and
Attrition
Backlog
Analysis
Inventory
Availability
P&L Analysis
Workforce
Profile
Cycle Time
Analysis
Service Cost
Analysis
Market Basket
Analysis
Fulfillment
Status
Employee
Expenses
Expense
Management
Turnover
Trends
Lead
Conversion
Service
Trends
Campaign ROI
Customer
Receivables
BOM Analysis
Cash Flow
Analysis
Return on
Human Capital
GL / Balance Compensation
Sheet Analysis
Analysis
Other Operational
& Analytic Sources
Prebuilt adapters:
Oracle BI Suite Enterprise Edition
Example: Oracle Financial Analytics
1 Prebuilt warehouse with more than 15 star-
schemas designed for analysis and reporting
on Financial Analytics
3 Pre-mapped metadata, including embedded
best practice calculations and metrics for
Financial, Executives and other Business
Users.
 Presentation Layer
 Logical Business
Model
 Physical Sources
2 Prebuilt ETL to extract data from over 3,000
operational tables and load it into the DW,
sourced from SAP, PSFT, and other sources.
4 A “best practice” library of over 350 prebuilt
metrics, Intelligent Dashboards, Reports and
alerts for CFO, Finance Controller, Financial
Analyst, AR/AP Managers and Executives
Lower TCO, Faster ROI: Tools vs Applications
BI content
Comparison
Points
Oracle BI Platform
& Metadata
DW
ETL
Oracle
SAP
R/3
Siebel
PSFT
EDW
Federated Data Sources
Other
Prebuilt BI
Applications
Approach
BI Content

Metadata

Data
Warehouse

ETL

Tools &
Build
Approach
Change the Economics of BI
Build from Scratch
with Traditional BI Tools
Oracle BI Applications
Training / Roll-out
Oracle BI Applications
solutions approach:
• Faster time to value
• Lower TCO
• Assured business value
Define Metrics
& Dashboards
DW Design
Training / Rollout
Back-end
ETL and
Mapping
Define Metrics
& Dashboards
DW Design
Back-end
ETL and
Mapping
Months or Years
Easy to use, easy to adapt
Role-based dashboards and
thousands of pre-defined metrics
Prebuilt DW design, adapts to your
EDW
Prebuilt Business Adapters for
Oracle, PeopleSoft, Siebel, SAP,
others
Weeks or Months
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
Oracle Positioned in Leaders Quadrants
Magic Quadrant for
Business Intelligence
Platforms, 2008
Magic Quadrant for
CPM Suites, 2007
Magic Quadrant for
Data Warehouse Database
Management Systems, 2007
The Magic Quadrant is copyrighted 2008 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis
of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology
users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express
or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
These Magic Quadrant graphics were published by Gartner, Inc. as part of larger research notes and should be evaluated in the context of the entire reports. The Gartner reports are available upon request from Oracle.
Sources:
Gartner, Inc., “Magic Quadrant for Business Intelligence Platforms, 2008” by James Richardson, Kurt Schlegel, Bill Hostmann, Neil McMurchy, 1 February 2008
Gartner, Inc., “Magic Quadrant for CPM Suites, 2006 “ by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007
Gartner, Inc., “Magic Quadrant for Data Warehouse Database Management Systems, 2007” by Donald Feinberg and Mark A. Beyer, 10 October 2007
Why Oracle Leads the BI Analytics Industry
Why Enterprise Performance Management (EPM)?
Modeling
Planning &
Budgeting
Financial
Management
Financial &
Statutory
Reporting
Metrics &
Scorecards
Financial Performance Management
Enterprise
Performance
Management
System
Transactional Systems
Operational BI Systems
Operational
Business
Intelligence
Sales & CRM
Financials
Supply Chain
HR
Procurement
Data
Warehouse
Data
Integration
Query &
Analysis
OLAP
Dashboards
Enterprise/
Operational
Reporting
Alerts &
Workflow
Operational Processes Are Well Defined
That’s Why Customers Implemented ERP/CRM/…
Firm Infrastructure
Invest toManagement
Retire
Human Resource
Technology Development
Develop to Release
Procurement
Procure to Pay
Inbound Operations Outbound Marketing & Service
Order to Cash
Logistics
Logistics
Sales
Source to Procure
Based on Michael E. Porter’s Value Chain
But…Management Activities Are Still Siloed
GOAL
SETTING
VARIANCE
ANALYSIS
SIX SIGMA
ROLLING
FORECAST
FINANCIAL
MODELING
OPERATIONAL
PLANNING
MONITOR
RESULTS
ANALYZE
PERFORMANCE
SCORECARDS
FINANCIAL
REPORTING
3
The EPM Promise: Insight, Performance, Action
Set
Goals
Plan
Align
Insight
Performance
Action
Report
Monitor
Analyze

Comprehensive

Pervasive

Hot Pluggable
EPM Leverages a Comprehensive BI Platform
EPM WORKSPACE
KPIs
DIMENSIONS
HIERARCHIES
COMMON ENTERPRISE INFORMATION MODEL
BI SERVER
Intelligent Request Generation and Optimized
Data Access Services
Advanced calculation & integration engine
OLAP SERVER
Analytical Modelling & Exploration,
Designed by Business Analysts
Responsive to Changing Business
Needs
Integrated Security, User Management, Personalization.
Mission critical scalability and performance
3
…That’s Integrated Across the Technology Stack
Web
Office
Desktop
Mobile
Financial Performance
Management Applications
Embedded
Operational BI
Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS
Systems
Data Warehouse
Data Mart
Essbase
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
BI Rationalization
Problem: Too Many Tools!
Database
Until recently a
company
would have to
purchase
Pre
multiple tools
to meet
2007
information
delivery needs.
This is no
longer the
case.
2007+
Data
warehouse
ETL
Reporting
OLAP
Analytics
Dashboards
Data mining
Product 1
Prod. 2
Product 2
Product 3
Product 4
Product 5
Oracle
TUSC BI Rationalization:
Consolidate Multiple BI Tools
Ad Hoc Reporting
BOBj
Production Reporting
Cognos
Dashboards**
O
B
I
Actuate
Oracle Answers
Oracle Dashboards
Production Reporting
OLAP
Microstrategy*
Security
*In process of developing
** Definition needs to be defined per environment
E
E
Financial Reporting
TUSC rBix Methodology – Approach
Data and
Technology
Assessment
Road Map
Development
TM
Cleansing
Environment
Conversion
to Target
Platforms
Utilities that automate
migration of:
 Queries
 Data Models
 SQL
 Business
Rules
 Reports
 ETL Logic  Interactivity
 Universes
rBix Report Metadata Transfer Utility
programmatically reads the BI metadata about each report
object in the source system and translates that definition into the target
platform’s report object.