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1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Financial Analytics for PeopleSoft Financials Mauricio Alvarado, Product Management and Strategy, Oracle Philip L. Rencher, Corporate Financial & Marketing Systems, FedEx
ORACLE PRODUCT
LOGO
3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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.
Safe Harbor Statements
4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Program Agenda
• Oracle BI Applications Overview
• Oracle Financial Analytics
• BI Applications for Fusion
• Analytic Applications for PeopleSoft at FedEx
• Q&A
5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle BI Applications Overview
6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle BI Applications Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, SAP and more
• Add insight to CRM and ERP applications
• Tight integration with OLTP systems
• Easy to adapt and extend • Works with existing IT environment • Fast time to value;
Low TCO • Over 3,000 customers
7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle BI Applications Analysis Spanning Heterogeneous Sources in a Conformed Model
CRM ANALYTICS
ERP ANALYTICS
ORACLE BI FOUNDATION
Sales Marke7ng
Service and Contact Center
Price
Loyalty
Financials Procurement and Spend
Supply Chain & Order Management
Projects Human Resources
Customer Data Management*
Product Informa7on
Management*
AND OTHER OPERATIONAL AND ANALYTIC SOURCES * New for Fusion Applications
8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Customers Suppliers Projects
Product Information Management
Financials
Supply Chain & Order Management
Procurement and Spend
Human Resources
Back Office Front Office
Service and Contact Center
Loyalty
Price
Customer Data Management
Marketing
Sales
Impact of product mix and discounts on revenue and margins
Correlation between training & compensation and worker productivity
Visibility into supply chain enabling delivery of the perfect order
Complete visibility across value chain to better manage supply and demand fluctuations
Alignment across the Enterprise Integrated Best Practice Analytics
9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Build from Scratch with Traditional BI Tools
Oracle BI Applications
Prebuilt Business Adapters for Oracle EBS, PeopleSoft, JD Edwards. Siebel, SAP, others
Prebuilt DW design, adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use, easy to adapt
Weeks or Months
Back-end ETL and Mapping
DW Design
Define Metrics & Dashboards
Back-end ETL and Mapping
DW Design
Define Metrics & Dashboards
Training / Roll-out
Training / Rollout
Quarters or Years
Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis
Speeds Time To Value and Lowers TCO Oracle BI Applications
ü Faster deployment ü Lower TCO ü Assured business value
10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle’s Enterprise Performance Management System Complete. Open. Integrated.
OLTP & ODS Systems
Data Warehouses Data Marts
Packaged Applications
(Oracle, SAP, Others)
Excel XML/Office
Business Processes
OLAP Sources
Exadata Unstructured & Semi-
Structured
ERP Analy*cs
Planning & Forecas*ng
Financial Close & Repor*ng
Strategy Management Profitability Management
CRM Analy*cs
Industry Analy*cs
BI Server
Common Enterprise Informa*on Model
Essbase Dimension Management Predic*ve Analy*cs
Interactive Dashboards Reports & Publishing Query & Analysis Detect & Alert Office Search Embedded Mobile Scorecards
Data
Sources
BI/EPM
PlaD
orm
BI / EPM
Ap
ps
11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle Financial Analytics
12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Example of Business Questions Supported
Are expenses under control?
[Source: Procurement]
What are our top service sales opportunities?
[Source: CRM]
How well are we meeting our
financial goals and increasing
shareholder value?
What are the top 10 revenue contributing
products with Margins?
How’s the revenue and operating expenses as compared to the plan?
Who are my top 10 customers by Operating
Profit?
How does my company's results compare to the
previous quarter?
13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle Financial Analytics Comprehensive View of Financial Performance
General Ledger & Profitability Analytics • Incorporates detail-level general ledger transactions and cash flow analysis across
locations, customers, products, sales territories, distribution channels, and business units • Identifies the customers and transactions that are providing maximum profits by product,
location, department, and geographic detail. When combined with Marketing Analytics, it enables analysis of Campaign ROI and assists in customer segmentation
Payables Analytics • Provides visibility into payments due to suppliers and expense line detail so managers can
manage cash outflows and control expenses. When combined with Procurement & Spend Analytics, it allows full procurement analysis from Requisition to Check
Receivables Analytics • Monitors collections processes to show what customers buy and how they pay, enabling
managers to identify overdue balances and other receivables bottlenecks. When combined with Sales Analytics and Supply Chain & Order Management Analytics, it enables more efficient management of the entire Lead to Cash process.
14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 14
Business Objectives /
Issues
Gain Insights
Take Action Target collection efforts to reduce
Overdue balances
Are overdue balances trending up?
Is DSO on target?
Maximize cash flow
Drill to D
etail
How long is the underlying overdue balance pending?
Who are the customers and collectors?
Drill to overdue invoice detail
Example Decision Workflow Business Func*on: Receivables Role: Director, Credits and Collections Objec*ves:
– 1) Maximize Cash Flow – 2) Control Risk of
Receivables Portfolio
15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Pre-mapped metadata, including embedded best practice calculations and metrics for financial analysts, executives and other business users
A “best practice” library of over 488 pre-built metrics, 36 intelligent dashboards, 250+ reports and several alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives
Pre-built ETL to extract data from a large number of operational tables and load it into the DW, sourced from PSFT, Oracle EBS, JD Edwards, SAP and other sources
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on financial analytics
• Presentation layer • Logical business model • Physical sources
1 3
2 4
Financial Analytics Components
16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle BI Applications 7.9.6.3 New Release Concurrent with 11.1.1.5
• Full suite of pre-built CRM and ERP Analytics offerings – Siebel, PeopleSoft, JD Edwards, E-Business Suite
• Built for and certified with OBIEE 11.1.1.5 – Adopts 11g presentation features
• Presentation hierarchies, master-detail linking, cascading prompts – Adopts 11g security model
• Role-based, not group-based – Unlock new capabilities for BI Apps customers
• Geospatial, scorecard, mobile support, systems management
• Additional important certifications, including: – Informatica 9.01 HF2 – Teradata 13.10
• Additional bug fixes and ETL optimizations
17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
BI Applications for Fusion
18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
BI Applications: Strategic Direction
Breadth
Depth
TCO Reductions
• New modules: EBS (mfg), SAP (beyond Fin), JDE (mfg) • New offerings: Edge and Vertical applications • New content: Fixed assets, Incentive comp, Benefits admin
• Predictive analytics and forecasting/simulation • Action Framework • Collaborative workspaces • Operational scorecards and KPIs
• Simplified functional setup and configuration • Extensibility to make it easy to absorb customizations • Server ETL for eliminating tedious ETL scripting
19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle BI Apps 11g Unified Release (Fusion + AU) • Informatica version
Oracle BI Apps Roadmap
Oracle BI Apps 11.1.1.5.1 (Fusion Apps theme) • Full suite of analytics for Fusion Applications • OTBI – Oracle Transactional BI for Fusion Apps; real-time
analytics vs. warehouse based
Oracle BI Apps 11g Unified Release (Fusion + AU) • ODI version • Increased depth of existing Apps (predictive analytics, scorecards) • Combined support for Fusion Apps + Apps Unlimited + SAP + GBUs • Full uptake of OBIEE 11g, including new capabilities • Financials – Commitment Control & Public Sector Financial/Budget
Analysis • Financials – Fixed Assets
Oracle BI Apps 7.9.7 (SAP Source) • SAP Financials • ETL through ODI
Available
Oracle BI Apps 7.9.6.3 (OBIEE 11g compatibility) • Upgraded and certified for OBIEE 11g
Available Oracle BI Applications
Oracle BI Applications for SAP Oracle BI Apps 7.9.7.1 (SAP Source)
• SAP Procurement & Spend • SAP Supply Chain & Order Management • Localization, translation • ETL through ODI
"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Oracle BI Apps 11.1.1.6 (Fusion Apps theme) • Incremental Fusion TCO improvements • CxO Dashboards • Leverage new BI Foundation “speed of thought” visualizations
Controlled Availability
20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
BI in Fusion Applications Solution Approach Comprehensive Coverage 1. Real-time, self-service reporting 2. Historical and complex analysis with a data warehouse 3. Domain-specific, specialized analytics
Key Features • Consistent user experience
– Identical tabular, graphical and visualization components used throughout • Common semantic model
– Unified definition of key entities—Customer, Invoice, Date, Account, etc.—and calculations • Tight integration with Fusion Applications
– Pervasive embedded analytics, role-based dashboards, and reports – Architected for Fusion Apps: seamless integration with flex fields, trees, security, …
• Lower cost of ownership – Shared installation, improved functional setups, and integrated systems management
21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
1. Add insight layer over existing IT assets – Use prebuilt BI Apps to implement
quickly and follow best practices – Start with a single area or tackle
several in parallel – Also build custom analytic apps as
necessary
Oracle BI Applications Implementation Strategy Insight for Today’s Applications and for Fusion
Oracle BI Applications
Oracle EBS FIN
PeopleSoft HR
Oracle Projects
Other Apps
2. Benefit from enterprise-wide analysis as you broaden your implementation
Oracle Fusion Applications
3. Incorporate Fusion Apps using same architecture and technology
22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Example: PeopleSoft to Fusion Evolution Before Fusion
Apps Unlimited
• Faster time to value w/prebuilt adapters for CRM and ERP applications
• Gain visibility to Financial Performance
• Ensure that payments to key suppliers do not run overdue and cause supply chain issues
Common Enterprise Information Model Finance HCM SCM Procure Project CRM
OBIA
OBIA Data Warehouse
BI Foundation
PSFT FIN Legacy & 3rd Party
ETL Periodic Updates
Pre Packaged Reports &
Dashboards
Self-Service Query &
Reporting
23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Co-Existence
Common Enterprise Information Model Finance HCM SCM Procure Project CRM
OBIA OTBI
OBIA Data Warehouse
BI Foundation
PSFT FIN Legacy & 3rd Party
ETL Periodic Updates
Real-Time Queries
Fusion FIN
BI View Objects
Pre Packaged Reports &
Dashboards
Self-Service Query &
Reporting
Fusion Embedded Analytics
Fusion Apps • Embed analytics
directly into key business processes
• Deliver real-time and analytical reporting in a single user interface
• Integrated with Oracle’s next-generation Fusion Financial Management
Example: PeopleSoft to Fusion Evolution
Apps Unlimited
• Faster time to value w/prebuilt adapters for CRM and ERP applications
• Gain visibility to Financial Performance
• Ensure that payments to key suppliers do not run overdue and cause supply chain issues
24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Analytic Applications for PeopleSoft at FedEx
25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
27 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
29 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
30 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
31 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
32 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
33 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
34 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
35 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
36 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
BI Applications Demo Booths
37 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
BI Applications Demo Pods
Demo Pod Exhibit Hall (Pod #) Human Resources Analytics Moscone South (S278)
Supply Chain and Order Management Analytics Moscone South (S276)
CRM Analytics Moscone South (S281)
Financial Analytics Moscone South (S279)
Procurement and Spend Analytics Moscone South (S280)
Project Analytics Moscone South (S277)
Oracle EPM and BI Applications Dynamic Duo Moscone West (W134)
BI Applications Hands On Lab (HOL) Transform Oracle Applications Data into Insights with Oracle Business Intelligence Applications
Marriott Marquis - Salon 5/6
38 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
BI Applications Demo Pods – Moscone South
Moscone South Pods:
§ Human Resources Analytics (S278)
§ Supply Chain and Order Management Analytics (S276)
§ CRM Analytics (S281)
§ Financial Analytics (S279)
§ Procurement and Spend Analytics (S280)
§ Project Analytics (S277)
39 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
BI Applications Demo Pods – Moscone West Oracle EPM and BI Applications Dynamic Duo (W134)
40 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Q&A Q&A
41 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
42 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
The preceding 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.
Safe Harbor Statements
43 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
44 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
45 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Q&A Appendix
46 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Applications CRM Financials Human Resources
Supply Chain & Order Mgmt
Procurement & Spend Projects
EBS R12.1.3 NEW NEW NEW NEW NEW
EBS R12.1.2 ü ü ü ü ü
EBS R12.1.1 ü ü ü ü ü
EBS R12 ü ü ü ü ü
EBS 11.5.10 Service only ü ü ü ü ü
PSFT 9.1 NEW NEW NEW NEW
PSFT 9.0 ü ü ü ü
PSFT 8.9 ü ü ü ü
JDE E1 9.0 ü ü
JDE E1 8.12 ü ü
JDE E1 8.11SP1 ü
JDE W A9.2 ü
SAP ECC 6.0 ü
SAP R3 4.6c ü
Siebel 8.1.1 ü
Not Applicable Siebel 8.0 ü
Siebel 7.8 ü
Matrix shows operational applications supported by Oracle BI Applications ETL. To see which specific operational application modules are supported, and by which specific BI Apps, see product documentation
BI Applications 7.9.6/7.9.7 – OLTP Coverage
47 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
All Analytic Applications Work on BI Mobile
48 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle BI Mobile 11.1.1.5.0 • Built on OBIEE Foundation • Employs an embedded Dashboard approach
– Supports Analyses, Dashboards, Publisher Reports, Action Framework, Scorecards, Alerts, Catalog Search
• Zero training to interact with data on mobile devices • Gestural interactions, orientation recognition, and layout
optimizations for tablet and smartphone platforms • Technical
– Available from Apple iTunes App Store – Devices supported: iPhone 3GS, 4, iPad – Hybrid Application
• Employs Webkit layout engine • Wrapped in a native iOS shell
– Integrated Security (SSL and SSO)
49 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
With Fusion
Common Enterprise Information Model Finance HCM SCM Procure Project CRM
OBIA OTBI
OBIA Data Warehouse
BI Foundation
Legacy & 3rd Party
ETL Periodic Updates
Real-Time Queries
Fusion FIN
BI View Objects
Pre Packaged Reports &
Dashboards
Self-Service Query &
Reporting
Fusion Embedded Analytics
Example: PeopleSoft to Fusion Evolution
Fusion Apps • Embed analytics
directly into key business processes
• Deliver real-time and analytical reporting in a single user interface
• Integrated with Oracle’s next-generation Fusion Financial Management
Recommended