the above is for informational purposes only, and may not ...the above is for informational purposes...
TRANSCRIPT
1The above is for informational purposes only, and may not be incorporated into a contract
2The above is for informational purposes only, and may not be incorporated into a contract
Agenda
The News: Oracle is the CRM Market Leader
Oracle & Siebel Solutions
Protecting, Extending, Evolving Customer Investments
3The above is for informational purposes only, and may not be incorporated into a contract
With the Siebel acquisition, Oracle:
Becomes the CRM leader, with 10,000+ combined customers and approximately 5MM+ end-users
Defines Siebel as its leading CRM and CRM Analytics solution
Delivers integrated, best in class industry-specific solutions with flexibility and choice
The NewsOracle is the CRM Market Leader
4The above is for informational purposes only, and may not be incorporated into a contract
Oracle and Siebel: Combined Strengths
Siebel OracleOracle
Customer-centric Industry
Market Leading CRMIndustry ExpertiseBest Practices
Leading FinancialsMarket Leading LOB(i-flex, Retek, Oracle Pharma Apps)
Comprehensive Business Analytics
Market Leading CRM AnalyticsIndustry-specific Analytics(Pharma, Public Sector)Enterprise BI Platform
ERP Analytic ContentLOB Analytic Content(Credit Risk, Profitability,Clinical Trials)
Flexibility and Choice
Deployment Options –hosted, hybrid, on-premise Package or Build Stand alone
Hosting CenterBuild PlatformIntegration and Process Orchestration
Customer-Centric Industry Solutions…with Comprehensive Business Analytics …with Flexibility and Choice
5The above is for informational purposes only, and may not be incorporated into a contract
Oracle and SiebelWhat Customers and Partners Say
“We see nothing but upside with the combination of Oracle and Siebel.This will result in best-in-class product capabilities backed by the
resources of a bigger company. Barbara SchaedlerVice President Corporate Marketing
“Oracle and Siebel are the two most strategic platforms in Ingersoll-Rand's IT strategy. The acquisition of Siebel by Oracle provides us with a single partner for the best technology solutions to meet our ERP and CRM needs for the foreseeable future. It also provides integration opportunities that we expect will greatly simplify our deployment of the two platforms.”Barry Libenson
Vice President & Chief Information Officer
“The combination of Oracle and Siebel will bring together two very strong product sets, which is a plus for customers. The
combined companies will be in a better competitive position, and that added stability means I can plan more confidently for the longer term. These are mission critical applications for our business, so I'm pleased to know I can count on Oracle to support and protect my technology investment and make sure I have choices." Norm Fjeldheim
Senior Vice President & Chief Information Officer
6The above is for informational purposes only, and may not be incorporated into a contract
Oracle and SiebelWhat Customers and Partners Say
“We believe the acquisition of Siebel is an important move forOracle and for the industry, and one that will help us provideseamless integration of our systems and applications to support our
operations and clients around the world.” John CarrowChief Information Officer & Vice Presidentof Worldwide Information Technology
Better integration between Oracle and Siebel products is sure toresult from this acquisition, which will make it easier for the IT staff to
support the business and easier for us to plan as we look to a single source for ERP and CRM software.” Doug Rademacher
Chief Information Officer
“Microsoft is pleased that Oracle will continue to fully support Siebel customers who choose to run on the Microsoft platform and
database. Through collaboration with Oracle, we are working together to ensure interoperability for our common customers."
Dan'l LewinVice President, .NET Business Development
7The above is for informational purposes only, and may not be incorporated into a contract
Continuing Siebel Momentum
Revenue Customers Partners
$2.1B CRM license revenue (2002-2005)$469MM Q4-05 license revenue, up 20% Y/Y$214MM Q4-05 license revenue, up 91% Q/Q$58MM Total Contract Value (TCV) 2005; up 69% Y/Y; $16MM Q4’05$120MM annual and $55MM Q4-05 Analytics license revenue, up 54% Y/Y$43MM CDI license revenue, up 170% Y/Y
4,000+ CRM production customers3,700,000 live users worldwide and 900,000+ users added in 2005100MM users of Siebel Self-Service 700 Enterprise Analytics deployments50,000 CRM OnDemand subscribers
Siebel is #1 deployed CRM solution by major systems integrators18,000+ SI consultants trained on Siebel 7.x Integration partners include Microsoft, IBM, BEA, webMethods, TIBCO300+ active Channel and Alliance Partners
8The above is for informational purposes only, and may not be incorporated into a contract
Strong Siebel Leadership and Dedicated Organization, Customer and Partner Focus at Oracle
Current Siebel leaders and dedicated teams continue– Dedicated CRM organization and Siebel Leadership reporting to John Wookey– Dedicated Analytics and CRM OnDemand organizations
Retaining key management team and personnel– Development– Customer Service– Product Management
Focused on partner ecosystem– Alliance Team will continue to support all partners– Siebel partners transitioning to Oracle Alliance program with strong support for
merger
Unwavering focus on the customer – Sales Force Team continues to sell CRM Portfolio– Siebel Support and Services
9The above is for informational purposes only, and may not be incorporated into a contract
Continued Product Investment and Innovation
SummarySummary InnovationInnovation
CRM 8.0 New Horizontal ProductsNew Industry SolutionsStrong TCO Focus
On Demand UITask UIeCommerce/Self Service
SCA 3.0100s of New ComponentsWeb UI
Account Origination for FSI
Analytics 7.9Embedded IntelligenceExpanded Industry-specific Analytic Applications
End-to-End Enterprise Insight In-line, real-time Analytics
CRM OnDemand 10.0
Customization & integration Embedded best practicesEnterprise-level functionality
Automatic lead qualification Opportunity assessments
10The above is for informational purposes only, and may not be incorporated into a contract
Agenda
The News: Oracle is the CRM Market Leader
Oracle & Siebel Solutions
Protecting, Extending, Evolving Customer Investments
11The above is for informational purposes only, and may not be incorporated into a contract
Oracle: Complete CRM and Beyond
……with Flexibility and Choicewith Flexibility and Choice
……with Comprehensive Business Analyticswith Comprehensive Business Analytics
CustomerCustomer--centric Industry Solutionscentric Industry Solutions……
12The above is for informational purposes only, and may not be incorporated into a contract
Oracle: Complete CRM and Beyond
…with Flexibility and Choice
…with Comprehensive Business Analytics
CustomerCustomer--Centric Industry SolutionsCentric Industry Solutions……World’s leading CRM, processes and componentsIntegrated with industry line of business and ERP solutionsFrom simple departmental CRM to global enterprise CRM
13The above is for informational purposes only, and may not be incorporated into a contract
Siebel CRM: World’s Best CRM and Components
14The above is for informational purposes only, and may not be incorporated into a contract
Oracle Has Deep Industry Functionality
Financial Services1200+ customers including 17 of the top 20 Banks worldwide run Oracle AppsEquity Ownership in Market Leader Core Banking Solution (I-flex)Market Leading Profitability Analytics and Financial Applications
Communications800+ Communications customers including 17 of the top 20 Global Service Providers- wireless, wireline, Cable/IP & ContentIntegrated Asset Lifecycle Management enabling network efficiency Leading in-memory database to support charge calculations (TimesTen)
High Tech1800+ High Tech customers including 25 of the top 25 Electronic OEMs and 7 of the top 10 semiconductor companies run Oracle applicationsBroad market coverage- complex equipment, consumer electronics, semi-conductor, outsourced services, software
Life Sciences• 26 of 30 top global Pharmas use Oracle’s pharmaceutical apps• Development partnerships with industry leaders • Vertical apps to support clinical trials and post-market surveillance • Applications to support pharmaceutical and medical device manufacturing
15The above is for informational purposes only, and may not be incorporated into a contract
Bringing Different Technologies Together for Industry Leaders
Financial Services
Comms & Media High Tech Complex
Mfg. Retail Public Sector
Life Sciences
Insurance & Health Energy Consumer
Sector Auto
20 of the top 25 Global Banks
9 of the top 10 Global Telcos
19 of the top 20 Global
7 of the top 10 Global Mfg.
3 of the 4 Largest
U.S.
SARS saves
$3MM per day
25 of the top 25 Global
Pharma
14 of the world’s 20
Largest Life
18 of the top 25 Global Energy
9 of the top 10 Global CPG
10 of the top 15 GlobalAutos
17 of the top 20 Global Banks
17 out of the top 20
Global Telcos
25 of the top 25 Global OEMs
9 of the top 10 Global Mfg.
All of the top 3
Global and top 5 Food and
Drug
100 US Federal
agencies and all
G7 nations
26 of the top 30 Global
Pharma
12 of the world’s 15
Largest Life
6 of the7 top
Oil and Gas
40 of the top 80 Global CPG
7 of the top 10 Global Autos
16The above is for informational purposes only, and may not be incorporated into a contract
Oracle: Complete CRM and Beyond
…with Flexibility and Choice
……with Comprehensive Business Analyticswith Comprehensive Business AnalyticsEmbedded CRM AnalyticsInsight across enterprise business flows (for PSFT, SAP, Oracle)and tailored for your industry
Customer-centric Industry Solutions…
17The above is for informational purposes only, and may not be incorporated into a contract
Auto Comms & Media
Complex Mfg.
Consumer Sector Energy Financial
ServicesHighTech
Insurance & Health
Life Sciences
Public Sector
Travel & Trans
Siebel Business Analytics Applications
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROIOther Operational
& Analytic Sources
Sales AnalyticsService &
Contact Center Analytics
Marketing Analytics
Financial Analytics
Supply Chain Analytics
Workforce Analytics
Pipeline Analysis Churn Propensity Campaign Scorecard
Revenue and Profit Analysis
Supplier Performance
Employee Productivity
Bookings, Billings & Backlog
Customer Satisfaction
ResponseRates Expense Analysis Inventory
ValuationCompensation
Analysis
Sales Team Effectiveness Resolution Rates Product
PropensityReceivables
AnalysisProcurement Cycle Times
Compliance Reporting
Up-sell / Cross-sell
Service Rep Effectiveness
Loyalty and Attrition Payable Analysis Inventory
Availability Workforce Profile
Triangulated Forecasting
Service Cost Analysis
Market Basket Analysis
Cash Flow Analysis
Demand Forecast Accuracy Turnover Trends
Lead Conversion Service Trends Campaign ROi Regulatory Compliance Product Quality Return on Human
Capital
18The above is for informational purposes only, and may not be incorporated into a contract
Analytics/BI: Combined Strengths
Leader in CRM Analytic Apps
Analytic Apps for Financials, Supply Chain and HR already integrated with Oracle and PeopleSoft
Industry analytics (Pharma, Public Sector, …)
Visionary Enterprise BI Platform
ERP Analytic Content
Planning and Budgeting
LOB Analytic Content(Credit Risk, Profitability, Clinical)
Fusion Middleware
Siebel brings… to Oracle’s offering
19The above is for informational purposes only, and may not be incorporated into a contract
Oracle: Complete CRM and Beyond
……with Flexibility and Choicewith Flexibility and ChoiceFlexible Deployment optionsFlexible IntegrationsFlexible Implementations
…with Comprehensive Business Analytics
Customer-centric Industry Solutions…
20The above is for informational purposes only, and may not be incorporated into a contract
Flexible Deployment Options
On Premise Applications delivered to customer sites
OnDemand Applications delivered to hosted servers
Hybrid Integrated on-premise and on-demand solutions
21The above is for informational purposes only, and may not be incorporated into a contract
Oracle and Siebel: It Will Always Be About The Customer
Siebel OracleOracle
Domain Expertise Software as a ServiceIndustry-specific
Managed Service
Flexibility and Choice
Deployment OptionsMulti-TenantSingle-Tenant
Hosting CenterBuild PlatformIntegration & Process Orchestration
Lowest TCO Pre-built industry-specific functionalityBuilt-in contact center
Global Data Center
OnDemand Domain Expertise ……with Flexibility, Choice and the Lowest TCO
22The above is for informational purposes only, and may not be incorporated into a contract
Flexible Integration
Integrates Applications with Oracle Portal– Integrated UI– Role-based navigation – Single sign-on and security
Integrates Business Processes with UAN, BPEL, BAM– Open, standards-based process management orchestrates business
flows across multiple applications– Business monitoring and reporting tools track activities throughout the
business flow
Integrates Data Models with Data Hubs– Customer Data Hub and Product Data Hubs are open and hot-pluggable
with your choice of back-end applications, including SAP and Oracle
Hot Pluggable Fusion Middleware platform integrates applications, processes, and data
23The above is for informational purposes only, and may not be incorporated into a contract
Flexible ImplementationSiebel Component Assembly (SCA) + Oracle Fusion = Flexible Build and Buy Options
Siebel SCA100’s of CRM ComponentsMeta Data Driven Application AssemblyRich clients and web clients
+Oracle Fusion
Fastest Growing Middleware – over 28,500 Customers1000’s Supported Applications 7.5k partners and 28k SI’s trained
Build/Buy FlexibilityFlexible choice of packaged applications,
component assembly, or both
=SCA = Siebel Component Assembly
24The above is for informational purposes only, and may not be incorporated into a contract
Agenda
The News: Oracle is the CRM Market Leader
Oracle & Siebel Solutions
Protecting, Extending, Evolving Customer Investments
25The above is for informational purposes only, and may not be incorporated into a contract
Protect Your Investment
Lifetime Support Policy Protects ALL Oracle CustomersOracle, PSFT, JDE and now Siebel
Premier plus Extended Support for up to 8 years from GA
Indefinite Sustaining Support for selected releases
Marketing Service OrderProtectProtect
your investments
Sales
Lifetime Support (Oracle, PSFT, Siebel, JDE)
26The above is for informational purposes only, and may not be incorporated into a contract
Extend Your Business Value
Add-Ons and New Releases Extend Business ValueAnalytic, Industry Processes and Add-on applications surround existing applications with new business value without upgrading core CRM to FusionNew releases of products are being designed to offer additional functionality on the road to Fusion
Marketing Service OrderProtectProtect
your investments
Sales
Lifetime Support (Oracle, PSFT, Siebel, JDE)
ExtendExtendyour
business value
Analytics• Dashboards• Offer Mgmt.• Churn Mgmt.
Industry• Account
Origination• eBPP• Distributed
Order Fulfillment
Add-ons• Compensation• eCommerce• Price Planning• Configurator• Product Selector
27The above is for informational purposes only, and may not be incorporated into a contract
Evolve Your Technology
New Technologies Pave Road to FusionAdd-on applications are enabled by Web Services and other Fusion technologiesSurround existing core applications with these technologies to get new value today and pave the way for future upgrades
EvolveEvolveyour
technology
CommonBPEL &
BAM
CommonCustomerData Hub
CommonAnalyticsPlatform
Portal
ADF
Marketing Service OrderProtectProtect
your investments
Sales
Lifetime Support (Oracle, PSFT, Siebel, JDE)
28The above is for informational purposes only, and may not be incorporated into a contract
Customers Progress at Their Own Pace
Marketing Service OrderProtectProtect
your investments
Sales
Lifetime Support (Oracle, PSFT, Siebel, JDE)
EvolveEvolveyour
technology
CommonBPEL &
BAM
CommonCustomerData Hub
CommonAnalyticsPlatform
Portal
ADF
ExtendExtendyour
business value
Analytics• Dashboards• Offer Mgmt.• Churn Mgmt.
Industry• Account
Origination• eBPP• Distributed
Order Fulfillment
Add-ons• Compensation• eCommerce• Price Planning• Configurator• Product Selector
29The above is for informational purposes only, and may not be incorporated into a contract
Oracle and Siebel: Combined Strengths
Siebel OracleOracle
Customer-centric Industry
Market Leading CRMIndustry ExpertiseBest Practices
Leading FinancialsMarket Leading LOB(i-flex, Retek, Oracle Pharma Apps)
Comprehensive Business Analytics
Market Leading CRM AnalyticsIndustry-specific Analytics(Pharma, Public Sector)Enterprise BI Platform
ERP Analytic ContentLOB Analytic Content(Credit Risk, Profitability,Clinical Trials)
Flexibility and Choice
Deployment Options –hosted, hybrid, on-premise Package or Build Stand alone
Hosting CenterBuild PlatformIntegration and Process Orchestration
Customer-Centric Industry Solutions…with Comprehensive Business Analytics …with Flexibility and Choice
30The above is for informational purposes only, and may not be incorporated into a contract