209_meixner future of bi&epm

8/12/2019 209_Meixner Future of BI&EPM

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The future of Business Intelligence

& Enterprise Performance Management

HROUGRovinj October 18, 2007

Alexander MeixnerSales Executive, BI/EPM, South East Europe


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Oracles Product Strategyand Vision for an Enterprise

Performance Management

System


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The majority of customers are purchasing andimplementing 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 integratedcontinuum 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


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From History to Present

Generational Steps

Transactional

Reporting

IncreasingValue

Here are your reports

Query,

OLAP / DW

Explore my data

Business

Intelligence

How am I doing

vs. goals?

Performance

Management

What is my best opportunity?

What should I do next?


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Enterprise Performance Management SystemIntegrates Transaction, Intelligence, Financial Systems

Operational BI Systems

OperationalBusiness

Intelligence

Query &

Analysis

Dashboards Alerts &

Workflow

Data

Integration

OLAPData

Warehouse

Enterprise/

OperationalReporting

Financial Performance Management

Planning &Budgeting

Financial &StatutoryReporting

Metrics &Scorecards

Modeling FinancialManagement

EnterprisePerformanceManagement

System

Financials HRSupply Chain ProcurementSales & CRM

Transactional Systems


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BI-

Foundation

Set

Goals

Plan

Monitor

Analyze

Report

Align

The Management Cycle and EPM

BI

FPM


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Introducing: The Oracle EnterprisePerformance Management System

Business Intelligence Foundation

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcessEssbase

Financial PerformanceManagement Applications

Operational BIApplications

Fusion Middleware

Web Office Desktop Mobile Embedded


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The Hyperion

Acquisition


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And In Business Intelligence

Hyperion and Oracle were strong in both

markets

Leader In Performance Management


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#1

47%

1%

5%

8%

8%

8%

4%

19%

Other

Stronger Together

Other

48%

3%

10%

10%

14%

4%

6%

5%

Performance Management Business Intelligence Tools

GainingMarket Share

ClearMarket Leader

Source: IDC, Worldwide Business Intelligence Tools 2005

Vendor Shares, July 2006, Doc #202603

Source: IDC, Worldwide Business Performance Management

Applications 2005 Vendor Shares, Sept. 2006, Doc #203414


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Oracles Enterprise PerformanceManagement System


OLTP & ODSSystems



ExcelXML




Fusion Middleware



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Search

Pervasive Information Access & Delivery

through a Unified BI Foundation

Ad-hocAnalysis

InteractiveDashboards

ProactiveDetectionand Alerts

MS Office& OutlookIntegration

Reporting &Publishing

Disconnected& Mobile

Analyt ics

OLTP & ODSSystems


SAP, OraclePeopleSoft , Siebel,

Custom Apps

FilesExcelXML

BusinessProcess

Essbase

Multidimensional Calculation and Integration Engine

Integrated Security, User Management, Personalization

Intelligent Request Generation and Optimized Data Access Services

Common Enterprise Information Model

DesktopGadgets


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One Solution for Enterprise BI

OracleBI Suite

Enterprise

EditionPlus

Hyperion BI

Interactive ReportingProduction Reporting

Financial ReportingWeb Analysis

Oracle BI Suite

Enterprise

Edition


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OLTP & ODSSystems

DataWarehouseData Mart


Custom Apps

FilesExcelXML

BusinessProcess

Oracle BI Server


Reporting&

Publishing

Ad hocAnalysis


MicrosoftOffice


Oracle BI Suite Enterprise Edition

(before Hyperion)


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OLTP & ODSSystems



Custom Apps

FilesExcelXML

BusinessProcess

Oracle BI Server


Ad hocAnalysis


MicrosoftOffice


Reporting & Publishing

Financial Reporting

BI Publisher

Interactive Report ing

SQR Production Reporting

Web Analysis

Oracle BI Suite Enterprise Edition Plus

O S


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Oracle BI Suite Enterprise Edition Plus

OLTP & ODSSystems



Custom Apps

FilesExcelXML

BusinessProcess

FinancialPerformanceManagementAppl icat ions

Insight

Performance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

HyperionEssbase

Oracle BI Server


Reporting & Publishing

Financial Reporting

BI Publisher

Interactive Report ing

SQR Production Reporting

Web Analysis

Ad hocAnalysis


MicrosoftOffice


Hyperion Essbase


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Powerful calculations

Hyperion Essbase

Extends Oracle BI Suite With Advanced OLAP Analysis

Custom analytic applications requiring

Multi-user write back

Financial Intelligence

Store

Profitability

InventoryForecasting

Volume ChangeAnalysis

Limited IT support
http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853http://www.belk.com/main/home.jsp?bmUID=1180819914853


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Oracles Enterprise Performance


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Oracle s Enterprise PerformanceManagement System


OLTP & ODSSystems



ExcelXML




Fusion Middleware


Oracle BI Applications Analytical


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Oracle BI Applications - Analytical

Processes in a BOX

Add insight to CRM and ERP

applications

Pre-built BI content, but also

easy to adapt and extend

Works with existing IT

environment Fast time to value

Lower TCO

Over 1000 customers

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

ETL

DW

Oracle BI EE Platform

& Metadata

BI content

Example:


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Pre-mapped metadata, including embedded

best practice calculations and metrics for

Financial, Executives and other Business

Users.

Presentation Layer

Logical BusinessModel

Physical Sources

3Pre-built ETL to extract data from hundreds of

operational tables and load it into the DW,sourced from Oracle EBS, PeopleSoft

Enterpr ise, Siebel CRM, SAP R/3, and others.

2A best practice library of over 360 pre-built

metrics, Intelligent Dashboards, 200+ Reports

and alerts for CFO, Finance Control ler,

Financial Analyst, AR/AP Managers and

Executives

4Pre-built warehouse with more than 16 star-schemas designed for analysis and reporting

on Financial Analytics

1

Oracle Financial Analytics Product Components


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Build from Scratchwith Traditional BI Tools

Oracle BIApplications

Weeks or Months

Prebuilt Business Adapters forOracle, PeopleSoft, Siebel, SAP,others

Prebuilt DW design, adapts to yourEDW

Role-based dashboards andthousands of pre-defined metrics

Easy to use, easy to adapt

Back-endETL andMapping

DW Design

Define Metrics& Dashboards

Back-endETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Quarters or Years

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Speeds Time To Value and Lowers TCO

Faster deploymentLower TCO

Assured business value

With OBIEE+ you can:

1. Build custom BI apps

2. Buy Oracle BI Apps

3. Do a mix of both

To be Pervasive BI must get the full


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To be Pervasive, BI must get the full

spectrum of your activity

Other Operational& Analytic Sources


Prebuilt adapters:

Sales

Service &

Contact

Center

MarketingOrder

Management

& Fulfillment

Supply

Chain

FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales TeamEffectiveness

Up-sell /Cross-sell

Cycle TimeAnalysis

LeadConversion

EmployeeProductivity

CompensationAnalysis

HR ComplianceReporting

WorkforceProfile

TurnoverTrends

Return onHuman Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer& ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

SupplierPerformance

SpendAnalysis

ProcurementCycle Times

InventoryAvai labi lity

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

CampaignScorecard

ResponseRates

ProductPropensity

Loyalty andAt tr ition

Market BasketAnalysis

Campaign ROI

ChurnPropensity

CustomerSatisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

Travel

& Trans

Travel

& TransAutoAuto Comms.

& Media

Comms.

& MediaComplex

Mfg.

Complex

Mfg.Consumer

Sector

Consumer

SectorEnergyEnergy Financial

Services

Financial

ServicesHigh

Tech

High

TechInsurance

& Health

Insurance

& HealthLife

Sciences

Life

SciencesPublic

Sector

Public

Sector

To be Pervasive BI must get the full


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To be Pervasive, BI must get the full

spectrum of your activity

Other Operational& Analytic Sources


Prebuilt adapters:

Sales

Service &

Contact

Center

MarketingOrder

Management

& Fulfillment

Supply

Chain

FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales TeamEffectiveness

Up-sell /Cross-sell

Cycle TimeAnalysis

LeadConversion

EmployeeProductivity

CompensationAnalysis

HR ComplianceReporting

WorkforceProfile

TurnoverTrends

Return onHuman Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer& ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

SupplierPerformance

SpendAnalysis

ProcurementCycle Times

InventoryAvai labi lity

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

CampaignScorecard

ResponseRates

ProductPropensity

Loyalty andAt tr ition

Market BasketAnalysis

Campaign ROI

ChurnPropensity

CustomerSatisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

Travel

& Trans

Travel

& TransAutoAuto Comms.

& Media

Comms.

& MediaComplex

Mfg.

Complex

Mfg.Consumer

Sector

Consumer

SectorEnergyEnergy Financial

Services

Financial

ServicesHigh

Tech

High

TechInsurance

& Health

Insurance

& HealthLife

Sciences

Life

SciencesPublic

Sector

Public

Sector

What Customers Are Achieving


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Deployed to 800 users in under 90 days

Analytics for sales-oriented contact center

Live in 120 days

Sales Analytics

4 months from decision to live for 1,200 usersPharma Analytics

Live in 100 days, 6,500 usersSales and Marketing Analytics

I can vouch that it can be deployed as

rapidly as they claim...It is a product that

really delivers.

Deployed to 3,000+ users in 3 months

Sales Analytics

What Customers Are AchievingWith Oracle BI Applications

Oracles Enterprise Performance


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Oracle s Enterprise PerformanceManagement System


OLTP & ODSSystems



ExcelXML




Fusion Middleware


Most Complete Suite of Financial Performance


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Key Initiatives

Planning Assumptions

ActualsPerformance Targets

Master Data

Set Strategic

Objectives

CorporateDevelopment

Treasury

Strategies

Long-Term

Planning

Strategic Planning

Cascade Targets

Al locate

Resources

ForecastingDetailed

Budgeting

Budgeting and Forecasting

p

Management Applications

Data

CleansingConsolidate

Internal

Reporting &

Analysis

External

Reporting &

Compliance

Financial Close Process

The Management Cycle and EPM


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g y

Link strategic goals to operational

decisions

Transform financial management

processes

Monitor execution in real-time

Deliver consistent, reliable insights

to drive action Lower costs and reduce system

complexity

Single version of the truth

Insight

Performance

Action

Set

Goals

Plan

Monitor

Analyze

Report

Align

Leadership Product Strategy


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Leadership Product StrategyIntegrating Enterprise Performance Management and BI

Provides industrys first EPM System Align operational intelligence with strategy: better insight

Align operational decisions with strategy: better decisions

From insight to action: drives better results more quickly

Built on integrated and modern BI Foundation Most complete and integrated BI tools and BI applications

With a unified and consistent view of business performance

For Oracle and non-Oracle systems

Improves customer choice for BI solutions First integrated, EPM System to combine Financial Performance

Management and Operational BI Applications

Most complete, best-of-breed tools and analytic applications



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Generational Steps

Transactional

Reporting

Query,

OLAP / DW

Business

Intelligence

Performance

Management

IncreasingV

alue


Explore my data

How am I doingvs. goals?



From History to Present to Future


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From History to Present to Future

Generational Steps

Transactional

Reporting

Query,

OLAP / DW

Business

Intelligence

Performance

Management

IncreasingV

alue


Explore my data

How am I doingvs. goals?



IntelligentInteraction

What should I do now,

at the moment of contact


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RealTimeDecisions

Gap Between BI and Operational Apps


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Gap Between BI and Operational Apps

Operational

Applications

BI & AnalyticsSolutions

?

Hudge investment into operational

systems to make them more efficient

Big efforts to utilize the vast amount

of data using DHW, BI, Datamining

predective analysis

learning process

just-in-time interaction

Oracle RTD Bridges the Gap


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Operational

Applications

Oracle RTD Bridges the Gap

BI & AnalyticsSolutions

Real-Time

Decision Solutions

Bridge between operational and

analytical worlds

Operationalizes offline analytic

insight, models and scores

Creates new behavioral & contextual

insights through continuous learning

Unites channel experiences through

singular decision framework

Drives process behavior of both

technology and human resources

RTD Platform and Applications


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Real-Time Decisions Applications

RTD Platform and Applications

Business Intelligence

Decision

Server

Decision

Center

Decision

Studio

Marketing Automation

Data Mining

TelcoTelco FinsFins RetailRetail HealthHealth TravelTravel OthersOthers

Back Office

(e.g. Supply Chain)

Front Office

(e.g. Call Center, Web)

RTD as part of Oracles EnterpriseP f M t S t


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Performance Management System


OLTP & ODSSystems



ExcelXML




Fusion Middleware

Web Office Desktop MobileEmbedded in

Applications

RTDRTD

RTDRTD

Summary


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BI is more than simple standalone reporting

It must be pervasive and hot-plugable Access to all sources

across all LOB through any delivery channel

BI should be an integrated part and embedded part of

EPM

To link Insight andAction

At the moment of interaction using RTD


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209_meixner future of bi&epm

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