Oracle Sales Cloud: Visibility via Business Intelligence Presented by: David Emr 10/01/14

2 Agenda About BizTech The Problem The Solution Path Forward Q&A

BizTech Oracle advisory, resale, implementation, hosting, management, and support. 3 BizTech Clients: Growth-oriented midsize and large organizations. BizTech Value: We make Oracle easy and cost effective as an elastic extension of your organization. BizTech Difference: Integrated services for the entire EBS/Fusion, EPM, BI technology stack and lifecycle.

BizTech has an 18 year heritage... BizTech Facts 4 Philadelphia | New York | District of Columbia | Boston | Atlanta | Austin | Hyderabad

The Customer Experience Lifecycle 5 BUYOWN Support & ServeMarket & Sell NEED Deliver a single, integrated and highly personalized customer experience Content: transforms how customers are educated and informed online Social: transforms how customers interact with brands across social media Marketing: transforms how customers are discovered and nurtured Commerce: transforms how customers buy products and services via store fronts Sales: transforms how customers buy product and services via sales people Service: transforms how customers are serviced and supported

Cloud Stats and Facts 6

The Problem Where there is no vision, the people perish. 7

The Problem Assumptions: – The right people – A good process – Some of the right tools Webster Dictionary definition: – Visibility the ability to see the degree of clearness capability of affording an unobstructed view 8

The Problem 9 Oracle Sales Cloud Distribution Channels Excel Spreadsheets BI Reports Private and Public Databases Proprietary Intel

The Problem 10 BI is inflexible, slow, and incomplete Reliance on IT for new content Information doesn’t support Sales decisions Multiple complex BI tools Software licenses and infrastructure to manage Adhere to corporate standards Manage central data warehouse and access to data sources Approved interfaces and tools

The Problem 11 Multitude of micro-analytic solutions Need self-service Multiple consumption channels More control over analytics spend—capex vs opex Unaware of business activities Security and compliance risks Misaligned Sales Orgs with inconsistent data Constrained budgets and need to reduce infrastructure

The Problem 12 Oracle Sales Cloud Distribution Channels Excel Spreadsheets BI Reports Private and Public Databases Proprietary Intel

The Problem 13

The Solution 14 Continued rapid analytics prototyping Agile analytics through self- service Single version of the truth Collaboration and sharing Allows business flexibility while maintaining control Curated metadata layer Leverage existing IT skills Mitigate security concerns

The Solution 15 Oracle Sales Cloud Distribution Channels Excel Spreadsheets BI Reports Private and Public Databases Proprietary Intel

The Solution 16

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The Solution 18 Achieve Visibility Understanding/Identifying Data Sources o Oracle DBs, Excel Spreadsheets, Purchased Lists Model the Process of building the Dashboard o Implement with the end in sight Worked Example Blend of Oracle Sales Cloud and External Data o Using OBICS (Oracle Business Intelligence Cloud Service)

The Solution 19

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Path Forward Understand your existing environment – On Premise vs Cloud Consolidate your data sources Align with your organization’s goals Perform an audit of sales actions to reach BI 29

Path Forward 30 ManagedBuildSubscribe On Premise Customer owns and subscribes Blended ownership of infrastructure Provider manages/owns infrastructure Customer focuses on the Business Customer manages Customer owns infrastructure Co Existence

Path Forward Consolidate Data Sources Oracle Sales Cloud with Custom Objects Oracle Cloud Suite with embedded OBIEE Blend of Oracle Cloud Suite and OBICS (Oracle Business Intelligence Cloud Service) 31

Path Forward Perform an Audit Number of – Data Sources – Clicks to Retrieve Intel – Login Screens Average Number of – Items on Back Order – Orders on Hold – Customer Complaints Types of Security Profiles 32

Conclusion Visibility via Business Intelligence is a Reality – Find the Balance Implement with the end in sight – Understand Current Landscape (Internal Audit) Path Forward – The right people – The right process – The right tools 33

34 Contact Information David Emr CRM / CX Practice Director (610)

Additional Content Demo – – user: Casey.Brown – Password: Custom Object Reporting 35

Demo 36

Demo 37

Demo 38

Custom Object Reporting 39 Create Custom Object

Custom Object Reporting 40 Schedule Data Import

Custom Object Reporting 41 Create Custom Report