Northern California Oracle Applications User Group February 11, 2004

Mary Burns Sales Consultant Oracle Corporation

Business Challenges  The market punishes organizations that miss forecasts  The struggling economy is applying intense pressure to the bottom line  C-Level executives required to certify the accuracy of corporate information  Economic conditions are forcing organizations to find where every penny of their business is going  Need to react much faster to changing business conditions  Align performance with corporate objectives

Solution Requirements  Timely reporting and optimized performance linked to strategy  Single source of truth  Consistent Cross-Functional View of Information  Low implementation and setup cost  Internet Architecture – scales to thousands of users across the extended enterprise  Flexibility

Corporate Performance Measurement CPM Operational Analytics and Reporting Planning, Budgeting, Forecasting and Modeling Strategic Goal setting and Alignment

CPM - Closed Loop Strategy Formulation: Enterprise Goals and Strategies Strategic Operational Execution: Operation Targets and Budgets Transactional Transaction Systems: Process Transactions Performance Metrics Correction Improvement Communication Feedback Source: Gartner research User Type

CPM - Closed Loop Oracle Scorecard Strategic Operational Oracle Enterprise Planning&Budgeting Transactional Oracle Daily Business Intelligence Performance Metrics Correction Improvement Communication Feedback User Type

What is Daily Business Intelligence  Out-of-the-Box, Integrated Management Reporting for EBS – Oracle Portal based pages – Key performance indicator portlets – Management summary portlets – Ability to drill-down to reports  NOT a new product … But a New Architecture

Out-of-the-Box Roles  Chief Executive Officer  VP of Operations  VP of Procurement  VP of Service Contracts  Project Executive  Marketing Manager  Sales Manager  Center Manager  Profit Center Manager  Cost Center Manager

Out-of-the-Box Pages  Profit and Loss  Expense Management  HR Management  Operations Management  Order Management  Fulfillment Management  Project Profitability Management  Project Operations Management  Quote Management  Marketing Management  Leads Management  Sales Management  Sales Comparative Performance  Opportunity Management  Procurement Management  Procure-to-Pay Management  Service Contracts Management

Daily Business Intelligence Portal Page Role Oriented Page Key Performance Indicators ContextualDrilldown Management Summaries

DBI Technology Stack RDBMS 9i R2 9iAS Oracle Portal BI Beans Applications OA Framework 5.6E PMF PMV BIA

Global Setups for DBI Allows consistent view of the organization to facilitate cross functional analysis  Global Start Date  Enterprise Calendar  Period Type  Start Day of Week  Primary Currency  Primary Rate Type  Secondary Currency  Secondary Rate Type  Product Top Node  Workforce Measurement Type

Elements of the DBI Page  Page Level Parameter Portlet  Key Performance Indicator Portlet  DBI Regions per KPI – Management Summaries  Table Portlet  Graph Portlet – Drill down and Drill Across Capabilities  Related Links Portlet ­Reports ­Pages ­Other Form functions

DBI Page Parameter Portlet

DBI Page-Level Parameters Portlet ConsistentOrganizationalView Currency Periods Fiscal Date and Days Until Qtr End Select Any Day Comparisons Management Perspective of Time

KPI Portlet

Drilldown to Detail Report KPI Values by Period Period to Period Change Comparative Performance

DBI Region per KPI

Management Summary Portlets: Graphs and Tables

Related Links Portlet

DBI Report

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