The New, Extended Oracle Business Intelligence -A System for Enterprise Performance ManagementGavin DupreDirector, BI Sales Consulting EMEA

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BI Strategy

• Analyst session on BI strategy mid-July (Hyperion Q4 ends in June)

• We will offer a webcast as soon as possible after thatto deliver more details of the product strategy

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Oracle’s Rationale for Acquiring Hyperion

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Why Did Oracle Acquire Hyperion?Strategic Rationale

• New Management System for Business• Integrates Enterprise Resource Planning, Operational Business

Intelligence, Financial Performance Management Systems

• Enterprise Resource Planning Systems• Automate Core Functions and Processes of Business

• Operational Business Intelligence Systems• Capture Operational Information to Enable Decision Making

• Financial Performance Management Systems• Defines Strategy, Plans, Metrics to Guide Organization

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“The majority of customers are purchasing and implementing 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 integrated continuum 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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Oracle’s Product Strategy and Vision for an Enterprise Performance Management System

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Leadership Product StrategyIntegrating Enterprise Performance Management and BI

• Provides industry’s 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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Enterprise Performance Management SystemIntegrates Transaction, Intelligence, Financial Systems

Financial Performance Management

Financials HRSupply Chain ProcurementSales & CRM

Planning & Budgeting

Financial & Statutory Reporting

Metrics &Scorecards

Modeling Financial Management

Operational BI Systems

Operational Business

IntelligenceQuery & Analysis

Dashboards Alerts & Workflow

DataIntegration

OLAPData Warehouse

Enterprise/Operational Reporting

EnterprisePerformanceManagement

System

Transactional Systems

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InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

Strategy – Provide the Industry’s First Enterprise Performance Management System

• Complete• Hot Pluggable• Pervasive

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Customer BenefitsEnterprise Performance Management System

• Better Strategy Formulation & Planning• Use Operational History & Forecasts to Derive Plans

• Better Strategic & Operational Insight• Compare Operational Results to Plans in Real Time

• Better Strategic & Operational Decisions• Aligns Decisions with Strategic Objectives for Consistency

• Better Financial Management Processes • Faster Close & Financial Planning Cycles

• Better Organizational Performance & Results• Drive Insight to Action to Continually Improve Performance

• With Lower Cost & Less Complexity• Pre-Integrated to provide better Information & drive Actions

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Introducing The Oracle Enterprise Performance Management System

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Introducing: The Oracle Enterprise Performance Management System

Business Intelligence Foundation

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcessEssbase

Financial Performance Management Applications

Operational BI Applications

Fusion Middleware

Web Office Desktop Mobile

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Key InitiativesPlanning Assumptions

ActualsPerformance Targets

Master Data

Set Strategic Objectives

CorporateDevelopment

TreasuryStrategies

Long-TermPlanning

Strategic Planning

Cascade Targets

Allocate Resources

Forecasting Detailed Budgeting

Budgeting and Forecasting

Most Complete Suite of Financial Performance Management Applications

Data Cleansing Consolidate

Internal Reporting &

Analysis

External Reporting & Compliance

Financial Close Process

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Hyperion Planning

• Strategic Planning• Modeling & Simulation• What-if Analysis• Excel Integration• Enterprise Collaboration• Native Reporting & Analysis• Top Down & Bottoms Up

Planning & Budgeting

Applications

• Speed • Accuracy• Align finance and operations• Accountability• Visibility to past, current and

future business performance

BENEFITS

FEATURES

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Hyperion Financial Management

• Simple to Customize• Easy to Integrate• Financial Data Quality• Complete Audit Trails• Flexible Workflow• Powerful Reporting• Finance owned & operated

Financial Consolidation, Reporting &

Analysis

• Confidence in the numbers• Reduce cycle time• Automate collection & validation• Lower cost of compliance• Speed and agility

BENEFITS

FEATURES

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Most Complete Suite of Operational BI Applications

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy Financial

ServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition

Prebuilt adapters:

SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain Financials Human

Resources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer& Product

Profitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

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Oracle Enterprise Performance Management SystemOracle Business Intelligence Foundation

Hot-Pluggable With Existing IT Investments

OracleKerberosiPlanetMSFT ADNovellCustom Others ..

Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..

Any JSR 168 Portal Oracle Data Mining, SPSS, SAS

Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards ..

Excel, Outlook,Lotus Notes ..

Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server & Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, Text

Portals Data Mining Applications Desktop Tools

Security Data Access Data Integration

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Search

Pervasive Information Access Through a Unified BI Foundation

Ad-hoc Analysis

Interactive Dashboards

ProactiveDetectionand Alerts

MS Office& OutlookIntegration

Reporting & Publishing

Disconnected& MobileAnalytics

OLTP & ODSSystems

Data WarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcessEssbase

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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Powerful calculations

Hyperion EssbaseExtends Oracle BI Suite With Advanced OLAP Analysis

Custom analytic applications requiring…

Multi-user write back

Financial Intelligence

Store Profitability

Inventory Forecasting

Volume Change Analysis

Limited IT support

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Oracle OLAP

• Further development of Oracle OLAP• Cost-based aggregation (store or calculate)• Cube organised materialised views (incl. Query re-write)• Storage optimizations incl. fine-grained partitioning• SQL optimizer support for cubes – any SQL generating tool

should be able to access cubes

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Oracle Data IntegratorData Movement and Transformation from Multiple Sources to Heterogeneous Targets

BENEFITS KEY DIFFERENTIATED FEATURES

Conventional ETL Architecture

Extract LoadTransform

Next Generation Architecture

“E-LT”“E-LT”LoadExtract

Transform Transform

• Performance• Flexibility• Productivity• Hot-Pluggable

• Heterogeneous “E-LT”• Active Integration Platform• Declarative Design• Knowledge Modules

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OWB: Coming Releases - Highlights

• Three parallel releases are currently in development• 11g R1 DB Release

• Tighter integration with Oracle DBMS• Siebel Connector

• 11g + Release • Support Fusion Applications BI / Migration / MDM

• 11g ++ Release• Support native heterogeneous sources and targets• OBI EE integration

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OWB…• for building Oracle systems• for Information Quality

Oracle Warehouse Builder Oracle Data Integrator

ODI…• for data integration on

heterogeneous targets

•Functional integration of the products: • Runtime Integration, Metadata Sharing, Knowledge Module Sharing, etc.

• In progress as we speak…

Positioning OWB and ODI

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BI Strategy

• Analyst session on BI strategy mid-July (Hyperion Q4 ends in June)

• We will offer a webcast as soon as possible after thatto deliver more details of the product strategy