OBIEE – Implement JDE Financial Analytics and Make Better DecisionsPaul Lyle / Shrav Malkani

Thiess Pty Ltd / Analytics817 August 2010

The most comprehensive Oracle applications & technology content under one roof

Purpose

1. Share our BI Journey with you

2. OBIA experience with JDE Financial Analytics adapter

3. “Partnership” with Analytics 8

4. How to make “Better Decisions”

Agenda

•Introduction•About Thiess•Key Systems

•Why BI?•OBIEE Journey•The Analytics8 Partnership•Make Better Decisions•Q & A

Agenda

•Introduction•About Thiess•Key Systems

•Why BI?•OBIEE Journey•The Analytics8 Partnership•Make Better Decisions•Q & A

Thiess has played a unique role in Australia’s construction history & a vital role in developing the nation’s resource sector> Founded in 1934

> One of Australia’s largest construction, mining and services companies

> Turnover $5.5 billion 2008/09

> More than 16,000 employees and sub-contractors across more than 200 projects

> Operations in Australia, NZ, Indonesia, India and UAE

> Owned by Leighton Holdings Ltd

About Thiess

• JD Edwards EnterpriseOne 8.12 / Tools 8.98.31• RRTI V8.0.5

• Star Query

• OBIEE 10.1.3.4.1• Oracle BI Applications 7.9.6 – Financial Analytics (AR, AP, GL & PA)

Key Systems

Agenda

•Introduction•About Thiess•Key Systems

•Why BI?•OBIEE Journey•The Analytics8 Partnership•Make Better Decisions•Q & A

• Common and controlled source

• Speed up analysis process

• Spend time analysing rather than manipulating data

• Report on data from multiple sources

• Graphical style reporting

Why BI?

Agenda

•Introduction•About Thiess•Key Systems

•Why BI?•OBIEE Journey•The Analytics8 Partnership•Make Better Decisions•Q & A

• Purchased in May ’09

• OBIEE with OBIA Financial Analytics

• AR, AP, GL prebuilt dashboards & warehouse

• Nger (National Greenhouse and Energy Reporting)

• JDE Nger module - Ndevr

• Reporting via OBI - Ndevr

OBIEE

OBIEE Architecture

• General Ledger– Overview– Balance Sheet– Cash Flow– Budget vs. Actual– Asset Usage– Liquidity– Financial Structure– GL Balance

• Profitability– Overview– P&L– Margins– Revenue– Products– Customers

• No. of dashboards5

• No. of dashboard pages 34• No. of reports

225• No. of metrics

385• Receivables

– Overview– AR Balance– Payments Due– Effectiveness– Payment Performance– Customer Report– Invoice Details– All AR Transactions

• Payables– Overview– AP Balance– Payments Due– Effectiveness– Payment Performance– Supplier Report– Invoice Details– All AP Transactions

Financial Analytics 7.9.5.1

• Accounts Receivables (AR)Go-live Jul ’09Actual mid Aug ’09

• Issues & ObservationsMajor bug on incremental loadCaching issue with full ETL’sDocumentationSupport

OBIEE cont.

• Accounts Payables (AP)Went live Jan ‘10Full ETLs

• Management ReportingWant “our” data in BIStandardisationReal Time updates

• General Ledger (GL)

OBIEE cont.

Agenda

•Introduction•About Thiess•Key Systems

•Why BI?•OBIEE Journey•The Analytics8 Partnership•Make Better Decisions•Q & A

•Extensive OBIEE implementation experience

•Apply leading BI practices

•Linux experience

•Innovative “Real Time” solution

•DBRS education

Analytics8

Agenda

•Introduction•About Thiess•Key Systems

•Why BI?•OBIEE Journey•The Analytics8 Partnership•Make Better Decisions•Q & A

What is common to these companies?

Decision making is not about being right but, rather, about using a process that accounts for the complexities faced. The focus should be on process, not outcome; skill, not luck; and frequency of success, not the magnitude of gains. More Than You Know: Finding Financial Wisdom in Unconventional Places Michael J Mauboussin

• Lehman Brothers ($691B) - 2008• Washington Mutual ($327.9B) - 2008• WorldCom Inc. ($103.9B)• General Motors ($91B) – 2009• CIT ($71B) - 2009• Enron Corp. ($65.5B) – 2001• Conseco ($61B) – 2002• Chrysler ($39B) – 2009• Thornburg Mortgage ($36.5B) - 2009• Pacific Gas & Electric ($36.1B) – 2001• …• Delta Airlines Inc. ($21.8) - 2005

• 23 species of crocodilians• Above: Largest crocodilians - Saltwater Crocodiles

Fast Facts• Type: Reptile • Diet: Carnivore • Average life span: 70 years • Size: 17 ft (5 m) • Weight: 1,000 lbs (450 kg) • Survived more than 200 million years

incl. mass extinction 65M years ago

ADAPTABLE

Crocodilians

JAPAN

GERMANY

ADAPTABLE

Oldest Companies

• Managers focus only on economic activity & forget their organisations true nature is that of a community of humans

4 Factors• Sensitivity to the environment• Strong sense of identity• Tolerant• Conservative in Financing

“The ability to learn faster than your competitors may be only sustainable competitive advantage.”

Arie De Geus

Why do some companies survive?ADAPTABL

E

The Central Intelligence Agency's primary mission is to collect, evaluate, and disseminate foreign intelligence to assist the president and senior US government policymakers in making decisions

relating to the national security. The CIA does not make policy; it is an independent source of foreign intelligence information for those who do.

AGILE

“Futurists divide the world-to-be into three decision spaces: knowns, known unknowns and unknown unknowns” The New

Know by Thornton May

CIA Beginnings

• 160 exabytes of information (40EB of new) will be generated this year (IDC)• Information is growing at a CAGR of 60%• Only 5% of the information created is structured

ALERTSo much data

• Walmart handles over 200m customer transactions each week; data warehouse > 1 petabyte

• Google handles 35,000 queries every second, more than 3 billion queries each day

“What’s ubiquitous and cheap? Data. And what is scarce? The analytic ability to utilize that data.. I keep saying that the sexy job in the next 10 years will be statisticians. And I’m not kidding.” Hal Varian, Google’s Chief Economist

ALERTWhat do we analyse?

Executive Dashboard

Cost & Profitability

Customer Customer Product

Competitors

• Across industries, the underlying models are the similar, the analysis is different:– Customer– Customer Product– Competition– Cost & Profitability

ALIGNEDMeasure the 4 Cs

Financial Services Customer Behaviour Questions:•How many new Customer accounts did we open? •What is the average amount deposited by new Customers?•How many Customer accounts did we close?•How is our Customer base segmented?•What is the average tenure of our Customers?•What is our Customer complaint ratio? •What is our gross profit per Customer? •What is our Customer risk index?

ALIGNEDFinancial Services - 4 Cs Example

Common Information ModelFinancial Services

Financial Services Customer Opportunity/Product Questions:•What are our response rates to campaigns? •Which Products and segments show the best growth?•Which Customer segments cost the least to service?•Which servicing channels are most cost effective?•Which channel originates the most Customer-initiated sales?•Which Customers are the most cost effective to target?

ALIGNEDFinancial Services - 4 Cs Example

Common Information ModelFinancial Services

Financial Services Competitor Questions:•Who are our main competitors?•What is their market share by product and customer segment?•What is their gross revenue and growth rate?•What is their gross profit to op-ex ratio?•What is their customer base gross size and growth rate?•How does our marketing and ad spend compare?•What differentiates us from them in terms of products and price?•How many new employees accepted an offer from us over them?

ALIGNEDFinancial Services - 4 Cs Example

Common Information ModelFinancial Services

Financial Services Cost Questions:•What are our real estate costs per employee?•What is our revenue per employee?•What are our loan default costs?•What are our resource costs as a % of revenue?•What are our aged debt costs?•What are employee benefits as a % of labour costs?•What is our gearing rate (net debt to equity)?•What is our gross profits to operating expenses?

ALIGNEDFinancial Services - 4 Cs Example

Who We Are

• Specialist Information Management, Data Warehouse and Business Intelligence consultancy

• 50+ Consultants• Offices in Sydney, Melbourne and Chicago• Expert Resources – 100’s of years of experience in

Design & Deployment of Business Intelligence Applications Data Warehouses ETL Integrations Master Data Management Applications

• Strong track record of 75+ successful implementations across more than 50 customers

• Technology Independent, 100% Services organisation

We are passionate about Business Intelligence

What we do

Consulting Services

Strategy and Roadmap

Data Modeling

Change Management

Project Management & Governance

Implementation Services

Architecture

Sustain

Competency Centre Establishment

ETL· Informatica· IBM DataStage· OWB / ODI· Microsoft SSIS· Custom ETL

Business Intelligence· Oracle· SAP BusinessObjects· Cognos· MicroStrategy· QlikTech

Data Warehouse· Oracle Data Warehouse· IBM Data Warehouse· Sybase IQ· Teradata· Custom Warehouses

Service Offerings

Our Customers

Q&A

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