Transcript Evolving from Financial Complianceto Next Generation GRC Gary

© 2007 Oracle Corporation – Proprietary and Confidential
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.
© 2007 Oracle Corporation – Proprietary and Confidential
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Oracle Business Intelligence & Analytics
Scot House
Senior Solution Consultant
Agenda
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Business Intelligence & Reporting Challenges
Oracle Solution
Customer Successes
Demonstration
Enterprise Performance Management Preview
Q&A
© 2007 Oracle Corporation – Proprietary and Confidential
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BI & Reporting Challenges
© 2007 Oracle Corporation – Proprietary and Confidential
Typical BI Challenges Faced by
Organizations Today
• Siloed BI deployments across apps and departments
• Fragmented view of information
• No consistent definition of business metrics
• 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
• Report-centric model with backlog of new requests in IT
• 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
© 2007 Oracle Corporation – Proprietary and Confidential
Procurement
Operations
Finance
HR / Workforce
Customers
Marketing
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?
© 2007 Oracle Corporation – Proprietary and Confidential
Suppliers
Suppliers
Suppliers
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Oracle Solution
© 2007 Oracle Corporation – Proprietary and Confidential
Customer Choice
Move when ready
Dashboards &
Reports
Enhance
Ad-hoc Query
Analysis
Oracle
Business
Intelligence
EE Plus
Dashboards &
Reports
Oracle DBI
Ad-hoc Query
Analysis
Oracle
Discoverer
Maintain
© 2007 Oracle Corporation – Proprietary and Confidential
R 11i.10, 12
& Fusion
Applications
R 11i, 12
Applications
Unlimited
Enabling 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.
© 2007 Oracle Corporation – Proprietary and Confidential
Pervasive Information Access
Through a Unified BI Foundation
Desktop
Gadgets
Ad-hoc
Analysis
Interactive
Dashboards
Search
Reporting &
Publishing
Proactive
Detection
and Alerts
Disconnected
& Mobile
Analytics
MS Office
& Outlook
Integration
Common Enterprise Information Model
Integrated Security, User Management, Personalization
Multidimensional Calculation and Integration Engine
Intelligent Request Generation and Optimized Data Access Services
OLTP & ODS
Systems
Data Warehouse
Data Mart
© 2007 Oracle Corporation – Proprietary and Confidential
Essbase
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
Files
Excel
XML
Business
Process
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 ..
© 2007 Oracle Corporation – Proprietary and Confidential
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
• Comprehensive subject
areas available for
Ad-hoc analysis
• New Calculated Fields
• Available within Market
Leading BI Toolset
• Easy to use Charting tool
• Formatting
• Widgets
• Highlighting
• Multi-language
© 2007 Oracle Corporation – Proprietary and Confidential
Guided Navigation & Action Links
• Analytic Workflows
• Guided Navigation and Conditional Navigation links
• Checks for specific conditions and displays (or not) a dashboard section,
or a navigational link to either a report or a dashboard
• Action Links
• Direct navigation from record to transactional while maintaining context
© 2007 Oracle Corporation – Proprietary and Confidential
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
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle BI Applications
• Add insight to CRM and
ERP applications
• Easy to adapt and
extend
• Tight integration with
OLTP systems
• Works with existing IT
environment
• Low TCO
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle BI Applications
Financials
Sales
Human
Resources
Service &
Contact
Center
Procurement &
Supply Chain
Marketing
Order
Management
& Fulfillment
Common Enterprise Information Model
Oracle BI Server
Other Data Sources
IVR, ACD, CTI
Hyperion
MS Excel
Syndicated
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
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle Financial Analytics Product Components
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.
© 2007 Oracle Corporation – Proprietary and Confidential
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
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Value of Prebuilt BI Applications
© 2007 Oracle Corporation – Proprietary and Confidential
BI Approaches: Tools vs Applications
BI content
Comparison
Points
Oracle BI Platform
& Metadata
Prebuilt BI
Applications
Approach
BI Content
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Metadata

Data
Warehouse

ETL

DW
ETL
Oracle SAP R/3
Siebel
PSFT
EDW
Federated Data Sources
© 2007 Oracle Corporation – Proprietary and Confidential
Other
Tools &
Build
Approach
Steps Required to Build a BI Solution
Develop detailed understanding of operational data sources
Design a data warehouse by subject area
License an ETL tool to move data from operational systems
to this DW
Build ETL programs for every data source
License interactive user access tools
Research analytic needs of each user community
These steps
require different
types of BI and
DW technology
These steps
require
significant
resources with
specialized skills
/ expertise
Build analytics for each audience
License / create information delivery tools
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
© 2007 Oracle Corporation – Proprietary and Confidential
These steps
typically take a
long time to
perfect as
knowledge of
best practices is
learned
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
Weeks or Months
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
© 2007 Oracle Corporation – Proprietary and Confidential
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
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Customer Success
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle BI Success
© 2007 Oracle Corporation – Proprietary and Confidential
Business Intelligence Customers
Business Analytic Tools and Applications – Select References
Communications
Automotive
Finance / Banking
Consumer Goods
High Tech
Media / Energy
Aero / Industrial
Insurance / Health
Life Sciences
Other
© 2007 Oracle Corporation – Proprietary and Confidential
D E M O N S T R A T I O N
Oracle BI
Applications
© 2007 Oracle Corporation – Proprietary and Confidential
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Oracle EPM
© 2007 Oracle Corporation – Proprietary and Confidential
Enterprise Performance Management System
Integrates Transaction, Intelligence, Financial Systems
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
© 2007 Oracle Corporation – Proprietary and Confidential
Procurement
Data
Warehouse
Data
Integration
Query &
Analysis
OLAP
Dashboards
Enterprise/
Operational
Reporting
Alerts &
Workflow
Industry’s First Enterprise
Performance Management System
Set
Goals
Plan
Align
• Pervasive
Insight
Performance
Action
Report
Monitor
Analyze
© 2007 Oracle Corporation – Proprietary and Confidential
• Comprehensive
• Hot Pluggable
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
© 2007 Oracle Corporation – Proprietary and Confidential
Files
Excel
XML
Business
Process
Financial
Performance
Management
Applications
Hyperion
Essbase
SMB Market Offering
New Oracle BI Suite Standard Edition One
Interactive
Dashboards
Ad hoc
Analysis
FEATURES
Reporting & Publishing
• Complete BI system
in a box
• Pre-integrated,
single install
• Affordable $1000/NUP
Oracle BI Server
Oracle DB SE One
BENEFITS
Oracle Warehouse Builder
OLTP & ODS
Systems
Data
Warehouse
Data Mart
© 2007 Oracle Corporation – Proprietary and Confidential
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
Files
Excel
XML
• Proven, leading BI
solution
• Designed with business
users in mind
• Ready to grow with your
business
Introducing: Oracle’s Enterprise
Performance Management System
Web
Office
Desktop
Mobile
Financial Performance
Management Applications
Embedded
Operational BI
Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS
Systems
Data Warehouse
Data Mart
© 2007 Oracle Corporation – Proprietary and Confidential
Essbase
SAP, Oracle, Siebel,
PeopleSoft, Custom
Excel
XML
Business
Process
One Solution for Enterprise BI
Hyperion BI
Interactive Reporting
Production Reporting
Financial Reporting
Web Analysis
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle
BI Suite
Enterprise
Edition
Plus
Oracle BI Suite
Enterprise
Edition
Customer Choice
Move when ready
Dashboards &
Reports
Enhance
Ad-hoc Query
Analysis
Oracle
Business
Intelligence
EE Plus
Dashboards &
Reports
Oracle DBI
Ad-hoc Query
Analysis
Oracle
Discoverer
Maintain
© 2007 Oracle Corporation – Proprietary and Confidential
R 11i.10, 12
& Fusion
Applications
R 11i, 12
Applications
Unlimited
© 2007 Oracle Corporation – Proprietary and Confidential
© 2007 Oracle Corporation – Proprietary and Confidential