BI Applications Enablement for APAC Oracle Direct Team Harnam Thandi

Gartner says… Oracle SWOT Analysis June 2009 “For the large installed base of Oracle E-Business Suite (EBS), PeopleSoft and Siebel customers, the growing use of OBIEE to deliver prebuilt reports and analytic applications against a packaged data warehouse built from their core operational applications makes the logic for adopting it very compelling indeed. Oracle has concentrated on integrating its BI platform into its other product lines and on making improvements to the integration of security and administration capabilities across its stack. The proximity between its operational applications and its BI products is proving attractive — sales momentum into the Oracle installed base is evident from inquiries with Gartner analysts from Oracle E-Business Suite customers regarding their use of OBIEE alongside these applications.”

Gartner says… Oracle SWOT Analysis June 2009 “Packaged analytic applications can significantly reduce the time it takes to deploy BI and ongoing cost of ownership, if the requirements match well enough to the packaged content such that customization is minimal. Of all the BI platform vendors, Oracle has arguably the most developed portfolio of packaged analytic applications.”

Elevator Pitch WRONG I’d like to discuss with you about BIEE: it is a new module, based on a data warehouse, with a powerful reporting tool even better than BO’s or Cognos RIGHT I’d like to discuss with you about our Business Intelligence Applications: it is packaged Analytics for your implementation – an additional module, integrated with your application, which allow your users to get better insight on their business by providing them with a set of pre-built yet customizable dashboards, reports, indicators, and intuitive navigation paths to spot areas of issue and take informed corrective actions

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 9 Why Are BI Applications Becoming CRITICAL?

Business Intelligence Challenges Lack Visibility and Insight into Performance,Processes, and Customers Poor Alignment of Decisions and Actions at All Levels with Strategy and Goals Lack Single, Consistent View of Information Time Wasted Gathering Data to Manage and Report ITBUSINESS Push to Reduce Costs and Standardize Tools Resource Constraints Inhibit Ability to Broaden BIDeployment to Meet Demand Backlog of Report Requestsand Need to Provide Self-Service Access to Intelligence Complex IT Environments – Disparate Data, Applications,and Integration Challenges

Why BI Applications are critical Management Excellence is vital to lead and compete Business Insight is a must when striving to Management Excellence Only Modern, Agile, of immediate use analytic solutions can help getting Business Insight Business Pressures  Economy changes, ie: Financial Crises  Cost Control is the Common Theme in the World  APAC, still early adopter for BI Apps  Competition increases  Landscape keep changing - Consolidations, mergers, acquisitions

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 12 What are Oracle Business Intelligence Applications?

Oracle’s Enterprise Performance Management System EPM Workspace OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process OLAP Fusion Middleware Business Intelligence Foundation BI Applications Performance Management Applications

EPM Workspace OLTP & ODS Systems Oracle, Siebel, JDE, PeopleSoft, SAP, Custom Excel XML Business Process OLAP Fusion Middleware Business Intelligence Foundation Complete Packaged Analytic Applications Performance Management Applications PERFORMANCE MANAGEMENT APPLICATIONS Strategy Management Business Planning Profitability Management Financial Reporting & Compliance Data Warehouse, Datamart Database Machine, Exadata Performance Management Applications CRM Analytics ERP Analytics Sales | Service | Marketing Contact Center | Loyalty | Price BI APPLICATIONS Finance | Procurement | Projects HR | Supply Chain | Order Mgmt

CRM ANALYTICSERP ANALYTICS SALES Pipeline Analysis Forecast Accuracy Up-sell/Cross-sell Cycle Times Lead Conversion Sales Team Effectiveness MARKETING Campaign Effectiveness Customer Insight Product Propensity Market Basket Analysis Campaign ROI SERVICE & CONTACT CENTER Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Service Trends ORACLE BI SUITE ENTERPRISE EDITION PLUS AND OTHER OPERATIONAL AND ANALYTIC SOURCES SOURCE ADAPTERS: FINANCIALS General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management PROCUREMENT & SPEND Direct & Indirect Spend Buyer Productivity Contract Compliance Supplier Performance Purchase Cycle Time Employee Expense SUPPLY CHAIN & ORDER MGMT Revenue & Backlog Inventory Analysis Fulfillment Status Customer Status Order Cycle Time BOM Analysis PROJECTS Project Funding and Budget Product Cost Project Revenue Project Billing Project Profitability HUMAN RESOURCES Employee Productivity Compensation Talent Management Recruiting Analysis Learning Analysis Workforce Profile Oracle BI Applications Suite Complete, Prebuilt, Best Practice Analytics PRICE Price Segments Price Waterfall Analysis Deal Life Cycle Deal Desk Analysis Product Pricing Performance LOYALTY Member Demographics Membership Trends Program Revenue Promotion Effectiveness Points Analysis

16 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 Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from SAP, PSFT, Oracle EBS and other sources. 2 A “best practice” library of over 360 pre-built metrics, 30 Intelligent Dashboards, 200+ Reports and several alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives 4 Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics 1 Oracle Financial/HR Analytics Product Components

Dashboards Prebuilt integration Prebuilt metadata mapping Prebuilt metrics Prebuilt data model Heterogeneous data sources Beyond the Dashboard Oracle BI Applications Immediate Value. Lower TCO. Built-in Best Practices.

Oracle BI Applications Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, and more Other Data Sources IVR, ACD, CTI Hyperion MS Excel Syndicated Oracle BI Server Common Enterprise Information Model Add insight to CRM and ERP applications Easy to adapt and extend Tight integration with OLTP systems Works with existing IT environment Fast time to value; Low TCO Over 2,000 customers ERP Analytics Financials Human Resources Procurement & Spend Supply Chain & Order Mgmt Projects CRM Analytics Sales Service & Contact Center Marketing Loyalty Price

Oracle BI Apps Security Integration Tight security integration with Oracle Applications Oracle BI Foundation Right content shown to the right user Supports iPlanet, Novell, MSFT AD, Oracle Identity Directory (OID), and others Tightly integrated security model Object Security User Security Data Security SalesMarketing Service / Contact Center Financials Procurement & Spend Supply Chain & Order Mgmt LoyaltyPrice Human Resources Projects

Now on iPhone with Oracle Business Indicators! Access to comprehensive pre-defined metrics and reports delivered from Oracle BI Applications, including financial, human resources, supply chain and customer relationship management analytics View custom reports created using Oracle Business Intelligence Suite Enterprise Edition Plus (OBIEE) Deliver time critical intelligence to broad group of business users across many disciplines Sales Executive can monitor bookings and pipeline status Contact center manager can monitor call volume to determine the proper staffing level Customer fulfillment manager can monitor available quantity to fulfill new orders Available in English in Austria, Belgium, Denmark, Finland, Greece, Ireland, Luxembourg, Norway, Portugal, Sweden, United Kingdom. Elsewhere, iTunes account information needs to be changed; see iTunes help.

Example: Analytic Workflows Business Objectives / Issues Gain Insights Take Action Target collection efforts to reduce overdue balances Drill to Overdue Invoice Detail Who are the Customers? How long is the underlying Overdue Balance pending? Is Overdue Balances trending up? Is DSO on target? Maximize Cash Flow Drill to Detail

Tight Integration with Oracle Applications Action Links navigate from analytical to operational Action Links Seamless navigation from analytical information to transactional detail while maintaining context within Oracle EBS, Siebel CRM, JD Edwards and PeopleSoft Enterprise

Guided and Conditional Analytics Helps Inexpert Users. Encapsulates Best Practice Usage. Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to their function and role Enhances usability and lowers learning curve for new users Conditional Navigation Appears only when conditions are met and alerts users to potential out of ordinary conditions that require attention Guides users to next logical step of analytical discovery

Easy to use interface Guided and Conditional Navigation Drill to Details Integration with Transactional Applications Drill to transaction Security re-use and SSO Leverage of apps features (flexfields, Value Set Hierarchies,…)

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 25 Why Customers should buy?

Manage the business rather than simply run Reduce time to value the ERP/CRM investment Get it all-in-one

BI Approaches: Tools vs Applications Federated Data Sources SiebelOracleSAP R/3PSFTEDW Other ETL DW Oracle BI Platform & Metadata BI content Comparison Points Prebuilt BI Applications Approach Tools & Build Approach BI Content Metadata Data Warehouse ETL

Build from Scratch with Traditional BI Tools Oracle BI Applications 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 Months or Years Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis Why customers buy BI Applications Business Benefits Reduced Risk Low TCO Quick ROI Operational integration Multiple sources Best practices Designed to be extended Enterprise coverage

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 29 Why should you be interested?

Increase your deals by 20% or more Differentiate your business solutions from the competition’s Get CxOs and decision makers’ attention and interest

Account Name Lic. Rev. Sales RepCountryProductsWin Back 5,3 M$E. Carty, P. BadgerUK FPM, BI Tech 4,2 M$M. Armstrong, P. SharmanUK FPM, Essbase, BI Tech, BI AppsNone 3,2 M$E. Carty, M. SugrueUK FPM, Essbase, BI Tech 2,8 M$T. SastedtGermany FPM 2,6 M$S. Greenhalgh, P. SharmanUK BI Tech, BI AppsNone 2,5 M$R. HobartUK FPM, Essbase, BI Tech, BI Apps 2,3 M$R. HobartUK FPM, Essbase 2,0 M$E. CartyUK FPM, Essbase, BI Tech 1,9 M$M. ChristouUK FPM, Essbase 1,8 M$Rene BakxNetherlands BI Tech, BI Apps 1,6 M$J. AldrichUK FPM 1,5 M$C. GuilleminotSwitzerland BI Tech, BI apps 1,3 M$V. SchwabGermany BI Tech 1,3 M$M. CocchiItaly FPM, Esbase, Bi Tech 1,3 M$Rene WitjesNetherlands BI Tech 1,2 M$C. KiralTurkey BI Tech, BI Apps 1,0 M$C. MariottiFrance Essbase, BI Tech FY08 Key BI Deals greater than 1M$ in EMEA, APAC is just starting to warm up…

ANZ Wins for BI Apps in FY09

BI Applications 796 Overview

Oracle BI Apps – Highlights NEW Products Project Analytics Project Agreements and Funding Budgets, Forecasts, Cost, Revenue, Billing, Profitability Performance tracking, and integration with Oracle Financial Analytics, Procurement and Spend Analytics Loyalty Analytics Achieve strategic differentiation in a competitive marketplace – reward the right customer behavior and retain loyal customers Membership analysis, points analysis, transactions analysis, partner effectiveness and financial analysis

Oracle BI Apps – Highlights Key Enhancements Human Resources Analytics Talent Management Recruiting Management Learning Management Employee Performance Leave and Absence Procurement & Spend Analytics New Spend Analyzer Dashboard New Employee Expense Dashboard Enhanced Procurement Dashboard New metrics and reports Deeper contract leakage analysis

Oracle BI Apps Highlights JD Edwards EnterpriseOne adapter for Financial Analytics Price Analytics enhancements Price Performance Analytics – price waterfall analysis Service Analytics adapter to Oracle E-Business Suite 11i10 Marketing Analytics enhancements Support new lead management functionality in Siebel CRM Pharma Analytics enhancements Improved syndicated data loading for restartability & partitioned loads Common Enhancements Multiple Calendar support Party Model Foundation Intelligence Library

Oracle Project Analytics Rich Solution for Project Based Organizations Project Executive Dashboard This dashboard was designed to empower project executives by providing an organization view coupled with the visibility and control they need to monitor the organization performance and the health of the projects that each organization is responsible for in order to improve profitability, and operate more efficiently Public Sector Dashboard This dashboard was designed for public sector and other organizations where tracking of profitability and margin are not applicable. Demonstrative example of how the same objects can be leveraged in building a custom dashboard, yet be tailored to the specific requirements of the public sector. Project Management Dashboard This dashboard was designed for project managers and provides a complete view of project performance, from a comprehensive high level view of accumulated and trending information for a single or a group of projects, to the detail information such as cost, revenue and budget transactions

Oracle Loyalty Analytics Complete Solution for Entire Marketing Organization Loyalty Programs Overview Provides Loyalty Program related information, including transactions, accruals, redemptions, tier analysis, channel analysis and membership overview. This Dashboard will allow users to monitor the overall health of the Loyalty Program. Membership Analysis Provides member analysis on growth and attrition rates. Profile analysis on the number of members across the different program tiers, demographics, value analysis and tier movement analysis. Promotions Provides information on promotion effectiveness including response rates, accruals, effect on transactions, member targeting and demographic metrics. Understand the effectiveness of the promotion on member behavior across the different tiers. Partners Provides analytics related to the effectiveness of Partners on the overall Loyalty program. Partner transaction analysis including types of transactions, profitability, and points liability. Finances Provides financial analysis of the overall Loyalty program including understanding the liability of the program, total cost, revenue generated, goal analysis, reward redemption cost and promotion ROI.

Oracle BI Adapters for JDE EnterpriseOne (versions 8.11SP1, 8.12, and 9.0) Financial Analytics, followed by other modules The adapter will support concepts unique to JD Edwards EnterpriseOne: Data decimal conversion Date conversion Multi-currency on/off Fiscal Date Pattern associated with each Company Chart of Accounts / Account Structure (MCU.OBJ.SUB) Account Level of Details (GL Account Hierarchy) Actual Amounts and Budget Amount Ledger Types Subledger and Subledger Types Applicable User Defined Codes (UDCs) Category Codes (see next slide for details) JD Edwards EnterpriseOne adapter for Financial Analytics JDE E1 Database Instance Oracle BI Applications Data Warehouse (BAW) Oracle BI Data Warehouse Adapter for JDE E1

JD Edwards EnterpriseOne Category Code Support Account Master Category Codes map into existing GL Account Segment columns Configurable The pre-packaged ETL mappings allow customer to select which category codes to map Source Tables (JD Edwards E1) # of Category Codes Target BAW Tables (BI Apps) F0006 – Business Unit Master20 out of 30W_INT_ORG_D F0101 – Address Book Master F0401 – Supplier Master 20 out of 30W_PARTY_ORG_D F03012 – Customer Master20 out of 30W_CUSTOMER_ACCT_ D F4101 – Item Master20 out of 20W_PRODUCT_D F0901 – Account Master27 out of 43W_GL_ACCOUNT_D

ORACLE CONFIDENTIAL 41 JD Edwards Adapter for Financials Financial Analytics Adapter Supply Chain and Order Management Analytics Adapter Procurement and Spend Analytics Adapter  Project Analytics Adapter Manufacturing Analytics Adapter HR Analytics Adapter Fixed Asset Analytics Adapter   Oracle BI Adapters for JDE E1 (versions 8.11 SP2, 8.12, and 9.0) Oracle Financial Analytics, followed by other modules

BI Applications – By the Numbers Deep Coverage Across the Board Metadata ElementNumber Fact Tables370 Dimension Tables595 Dimensional Attributes~ 17,700 Metrics~ 8,500 Business ContentNumber Dashboards109 Dashboard Pages430 Reports3,250 MetricsTotal Available In Subject Areas Additionally Available Derived4,6872,4612,172 Base3,7872,4851,356 Total8,4744,9463,528 Complete physical data model and rich derived logical content 1 1 Derived and base metrics covering wide range of standard industry metrics 2 2 Best practice library of business content 3 3

BI Applications Business Content Over 8,000 pre-defined assets BI ApplicationDashboards Dashboard Pages ReportsMetrics Sales Price Marketing Loyalty Service Contact Center Financials HR Supply Chain & Order Mgmt Procurement & Spend Project All Industry Apps441471,1171,216 Total ,2504,946

Pocket demo example

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 45 Packaging and Pricing

Quiz! What is the minimum number of components to be sold for any OBIApps module? 1? 3? 5? Answer: 3 ! The Prerequisite Technology (OBISuiteEE+) The ETL (Informatica OEM PowerCenter Option to OBI EE today, ODI option to OBI EE tomorrow) The module itself (e.g. Financials Analytics)

(one more) Quiz! There is no Enterprise Pricing for OBIApps anymore True or False? Answer: False! Prerequisite Technology can be sold by Processor Contents can be sold by $M of Revenue (except HR Analytics, per Employee)

(last, promised) Quiz! As an ERP or CRM prime rep, I’m only spiffed on OBIApps, while the dedicated BIApps salesrep gets 100%. True o False? Answer: False! You get both 100% for the application (content) components

Compensation: Where the $ go? ComponentERP or CRM Prime BIApps or BI Coprime BI Tech Coprime Tech Content (OBIApps module) $$ ETL – INFA (and coming ODI) $$ BI Infrastructure – OBIEE+ or OBISE1 $$

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 52 Collateral and Resources

Collateral Presentations Cheatsheet Datasheets Sales Kits White Papers ( Oracle Applications portal / Product Strategy site)

Contacts – APAC resources: