Enabling the Insight-Driven Enterprise Implementing a BI and Analytic Platform to Deliver Actionable Business Insight

Agenda Business Drivers and Pain Points Oracle Solution Oracle Warehouse Builder Oracle Business Intelligence Oracle Analytic Applications Oracle EPM BI Rationalization and rBix Summary/Contact Info

BI & Analytics Challenges

Source: CIO Insight, “The Future of I. T Source: CIO Insight, “The Future of I.T.: What's on Tap for 2007 and Beyond,” January 16, 2007

BI Today - Islands of Information Siloed BI deployments across apps and departments Fragmented view of information No consistent definition of business metrics Are metrics such as product profitability, customer lifetime value, and marketing campaign ROI calculated consistently? Each analyst with a BI tool may have their own answer Report-centric model with backlog of new requests in IT Top management requests get first priority, while needs of other Business users go unmet Few users have timely and actionable information needed to optimize actions and decisions Particularly middle management and “front line” users

Top BI Challenges

The IT Dilemma BUSINESS USERS WANT IT WANTS Flexibility & choice Insight & alignment Relevant access IT WANTS Fewer tools User self-service Secure systems

Advanced Analysis Often Spans Heterogeneous Data Sources Service Customers Sales Marketing Distribution Finance HR / Workforce Operations Procurement Suppliers How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance? How does supplier performance impact customer satisfaction and revenue? How do I proactively manage risks of my receivables portfolio?

Two Kinds of Questions How can we improve performance? What is our performance? How can we improve performance? What are the top 10 markets? What is the gap to forecast? What customers are most profitable? What are revenues by product compared to last year? What are sales by product, store and quarter? What is the trend for employee-related costs? What is our open headcount? What if we increase promotional lift by 10% in our major markets? What happens to our forecast if the dollar declines by 5% to the Euro? What happens to gross margin if our materials costs increase by 20%? Which customers drive 80% of our overall profitability? What happens to same store sales if inventory turns increase by 5%? Situational Forward-looking

Standardized Reporting The BI Continuum Modeling Strategic Dynamic Advanced Analytics Past Oriented Future Oriented Ad-Hoc Query & Reporting Standardized Reporting Operational Static

The BI Continuum Will our cash balances take us through this crisis? Strategic Dynamic Will our cash balances take us through this crisis? What if we rolled out this product nationwide? What if demand falls short of forecast? Past Oriented Future Oriented Which customers spend the most? What is the Q4 revenue forecast? What did this customer buy? Which customers are most profitable? Operational Static

Another View: The “BI Pyramid” Standardized Reporting Dashboards Publishing Pixel-perfect

Standardized Reporting Another View: The “BI Pyramid” What-if Scenarios Allocations Modeling Standardized Reporting Dashboards Publishing Pixel-perfect

Standardized Reporting Another View: The “BI Pyramid” What-if Scenarios Allocations Modeling Customer Profitability Demand Planning Brand Valuation Loan Default Risk Store Profitability Promotional Response Financial Planning Supply Chain Optimization Customer Churn Workforce Planning Standardized Reporting Dashboards Publishing Pixel-perfect

The Insight Gap HOW OLAP Servers Business Insight Gap BI Server WHAT

Completing the Pyramid What-if Advanced Analysis Predictive Analytics OLAP Server Common Enterprise Information Model Consistent definitions Role-based views Model-driven Interactive Dashboards Ad-hoc query Report Publishing BI Server

Oracle BI & Analytics Solution

Goal: the Insight-Driven Enterprise Empower Everyone – Every person is provided with relevant, complete information tailored to their role. Provide Real-time Intelligence – Deliver insight that predicts the best next step, and deliver it in time to influence the business outcome Use Insight to Guide Actions – lead people to take action based on facts to optimize decisions, actions and customer interactions Becoming an insight-driven enterprise will drive the next level of value creation and competitive advantage for organizations.

The Platform: Oracle’s Unified BI Foundation What-if Advanced Analysis Predictive Analytics Essbase Common Enterprise Information Model Consistent definitions Role-based views Model-driven Interactive Dashboards Ad-hoc query Report Publishing Oracle BI Suite EE Plus

Essbase OLAP Server Flexible, Powerful, Modeling Across Sources Oracle BIEE Plus Presentation Services Flexible business model definition Advanced calculation & integration engine Fast “speed-of-thought” calculation power Leading Excel user interface Powerful Visual analysis Mission critical scalability and performance Office Essbase Server Optimized Multidimensional storage Over 300 analytic functions Financial, Time and Calendar intelligence Trickle feed Read/Write/Writeback Enterprise scale Native RDBMS Oracle SQL Server DB2 Teradata Multi-dimensional Oracle OLAP Microsoft SAP BW Other XML Excel Text

Common Enterprise Information Model Enables Consistency, Security, Reuse, Flexibility PRESENTATION LAYER BUSINESS BENEFITS Consistent, Accurate Information Business User Self Service Choice of Front End Tools Role-Based, Secure Access Transparent Information Access User Roles, Preferences Simplified View Logical SQL Interface Role-Based Views of the Information Relevant to the User SEMANTIC OBJECT LAYER Dimensions Hierarchies Measures Calculations Aggregation Rules Time Series Consistent Definition of Business Measures, Metrics, Calculations TECHNICAL BENEFITS Model Once, Deploy Anywhere Reduced User Support Enables Phased BI Standardization Supports IT Compliance Initiatives Easier Upgrades & Changes PHYSICAL LAYER Map Physical Data Connections Schema Model Once, Deploy Everywhere Across Any Data Sources

Oracle BI Server Simplified, Powerful, Intelligence Across Sources Oracle BIEE Plus Presentation Services Simplified business model view Advanced calculation & integration engine Intelligent request generation and optimized, distributed data access Mission critical scalability and performance Foundation for all OBIEE presentation services Other 3rd Party Tools OPEN SQL INTERFACE Simplified Business View Unified Metadata Intelligent Caching Advanced Calculations Aggregate Navigation & Creation Federated Query and Integration Optimized SQL/Function Shipping Oracle BI Server Native RDBMS Oracle SQL Server DB2 Teradata Multi-dimensional Essbase Oracle OLAP Microsoft SAP Other XML Excel Text Copyright © 2008, Oracle and/or its affiliates. All rights reserved.

Oracle BI Suite Enterprise Edition Plus Pervasive Information Delivery Reporting & Publishing Financial Reporting BI Publisher Interactive Reporting SQR Production Reporting Web Analysis Ad hoc Analysis Proactive Detection and Alerts Microsoft Office Interactive Dashboards Oracle BI Server Common Enterprise Information Model OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process Financial Performance Management Applications Insight Performance Action Set Goals Plan Monitor Analyze Report Align Hyperion Essbase

Hot-Pluggable With Existing IT Investments Portals Data Mining Applications Desktop Tools Any JSR 168 Portal Oracle Data Mining, SPSS, SAS Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards .. Excel, Outlook, Lotus Notes .. Oracle Enterprise Performance Management System Oracle Business Intelligence Foundation Security Data Access Data Integration Oracle Kerberos iPlanet MSFT AD Novell Custom Others .. Oracle RDBMS Oracle OLAP Option Microsoft SQL Server & Analysis Services IBM DB2 Teradata Essbase SAP BW XML, Excel, Text Oracle Data Integrator (Sunopsis) Oracle Warehouse Builder Informatica Ascential Others ..

Ad-hoc Query Capability Comprehensive subject areas available for Ad-hoc analysis New Calculated Fields Available within Market Leading BI Toolset Easy to use Charting tool Formatting Widgets Highlighting Multi-language

Integrated Security Launch Oracle OBI EE dashboard from Application Navigator Shared responsibilities between Oracle EBS and Oracle OBI EE Sign in only once in EBS

Tight Integration with Oracle Apps Extends BI Value, Lowers TCO Seamless navigation from analytical information to transactional detail ACTION LINKS – “INSIGHT TO ACTION” One login. Right content for each user. INTEGRATED SECURITY Data Security User Object BPEL, ESB Oracle BI Intelligence-driven business processes INTEGRATED WORKFLOW View performance “in-context” with budgets and plans INTEGRATED WITH PLANNING AND EPMS

Prebuilt Oracle BI Applications Multi-Source Analytics with Single Architecture Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector Travel & Trans Sales Service & Contact Center Churn Propensity Customer Satisfaction Resolution Rates Service Rep Effectiveness Service Cost Analysis Service Trends Marketing Order Management & Fulfillment Supply Chain Financials Human Resources Pipeline Analysis Triangulated Forecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle Time Analysis Lead Conversion Campaign Scorecard Response Rates Product Propensity Loyalty and Attrition Market Basket Analysis Campaign ROI Order Linearity Orders vs. Available Inventory Cycle Time Analysis Backlog Analysis Fulfillment Status Customer Receivables Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability Employee Expenses BOM Analysis A/R & A/P Analysis GL / Balance Sheet Analysis Customer & Product Profitability P&L Analysis Expense Management Cash Flow Analysis Employee Productivity Compensation Analysis HR Compliance Reporting Workforce Profile Turnover Trends Return on Human Capital Other Operational & Analytic Sources Prebuilt adapters: Oracle BI Suite Enterprise Edition

Example: Oracle Financial Analytics Prebuilt warehouse with more than 15 star-schemas designed for analysis and reporting on Financial Analytics 1 Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives and other Business Users. Presentation Layer Logical Business Model Physical Sources 3 Prebuilt ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from SAP, PSFT, and other sources. A “best practice” library of over 350 prebuilt metrics, Intelligent Dashboards, Reports and alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives 2 4

Lower TCO, Faster ROI: Tools vs Applications Federated Data Sources Siebel Oracle SAP R/3 PSFT EDW Other ETL DW Oracle BI Platform & Metadata BI content Comparison Points Prebuilt BI Applications Approach Tools & Build Approach BI Content  Metadata Data Warehouse ETL

Change the Economics of BI Build from Scratch with Traditional BI Tools Oracle BI Applications Training / Roll-out Oracle BI Applications solutions approach: Faster time to value Lower TCO Assured business value Define Metrics & Dashboards DW Design Back-end ETL and Mapping Training / Rollout Easy to use, easy to adapt Define Metrics & Dashboards Role-based dashboards and thousands of pre-defined metrics DW Design Prebuilt DW design, adapts to your EDW Back-end ETL and Mapping Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others Months or Years Weeks or Months Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Oracle Positioned in Leaders Quadrants Magic Quadrant for Business Intelligence Platforms, 2008 Magic Quadrant for Data Warehouse Database Management Systems, 2007 Magic Quadrant for CPM Suites, 2007 The Magic Quadrant is copyrighted 2008 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. These Magic Quadrant graphics were published by Gartner, Inc. as part of larger research notes and should be evaluated in the context of the entire reports. The Gartner reports are available upon request from Oracle. Sources: Gartner, Inc., “Magic Quadrant for Business Intelligence Platforms, 2008” by James Richardson, Kurt Schlegel, Bill Hostmann, Neil McMurchy, 1 February 2008 Gartner, Inc., “Magic Quadrant for CPM Suites, 2006 “ by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007 Gartner, Inc., “Magic Quadrant for Data Warehouse Database Management Systems, 2007” by Donald Feinberg and Mark A. Beyer, 10 October 2007

Why Oracle Leads the BI Analytics Industry

Why Enterprise Performance Management (EPM)? Planning & Budgeting Financial & Statutory Reporting Metrics & Scorecards Modeling Financial Management Financial Performance Management Enterprise Performance Management System Transactional Systems Operational BI Systems Operational Business Intelligence Query & Analysis Dashboards Alerts & Workflow Data Integration OLAP Data Warehouse Enterprise/ Operational Reporting Financials HR Supply Chain Procurement Sales & CRM

Human Resource Management Technology Development Operational Processes Are Well Defined That’s Why Customers Implemented ERP/CRM/… Firm Infrastructure Human Resource Management Technology Development Procurement Invest to Retire Develop to Release Procure to Pay Inbound Logistics Outbound Logistics Marketing & Sales Operations Service Order to Cash Source to Procure Based on Michael E. Porter’s Value Chain

But…Management Activities Are Still Siloed GOAL SETTING VARIANCE ANALYSIS SIX SIGMA FINANCIAL MODELING ROLLING FORECAST MONITOR RESULTS OPERATIONAL PLANNING ANALYZE PERFORMANCE SCORECARDS FINANCIAL REPORTING 36

The EPM Promise: Insight, Performance, Action Set Goals Plan Monitor Analyze Report Align Comprehensive Pervasive Hot Pluggable

EPM Leverages a Comprehensive BI Platform EPM WORKSPACE KPIs DIMENSIONS HIERARCHIES COMMON ENTERPRISE INFORMATION MODEL BI SERVER OLAP SERVER Intelligent Request Generation and Optimized Data Access Services Advanced calculation & integration engine Analytical Modelling & Exploration, Designed by Business Analysts Responsive to Changing Business Needs Integrated Security, User Management, Personalization. Mission critical scalability and performance

…That’s Integrated Across the Technology Stack Business Intelligence Foundation Financial Performance Management Applications Operational BI Applications Web Office Desktop Mobile Embedded Fusion Middleware OLTP & ODS Systems Data Warehouse Data Mart Essbase SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process

BI Rationalization

Problem: Too Many Tools! 4/21/2017 Problem: Too Many Tools! Data warehouse Database ETL Reporting OLAP Analytics Dashboards Data mining Until recently a company would have to purchase multiple tools to meet information delivery needs. This is no longer the case. Product 1 Prod. 2 Product 2 Pre 2007 Product 3 Product 4 Product 5 2007+ Oracle 41

TUSC BI Rationalization: Consolidate Multiple BI Tools Ad Hoc Reporting BOBj Oracle Answers Production Reporting Cognos Oracle Dashboards Dashboards** Actuate Production Reporting OLAP Microstrategy* Financial Reporting Security *In process of developing ** Definition needs to be defined per environment

TUSC rBix Methodology – Approach Data and Technology Assessment Road Map Development Cleansing Environment Conversion to Target Platforms Utilities that automate migration of: Queries SQL Reports ETL Logic Data Models Business Rules Interactivity Universes TM

rBix Report Metadata Transfer Utility programmatically reads the BI metadata about each report object in the source system and translates that definition into the target platform’s report object.