INSTRUCTIONS FOR USE PLEASE REMOVE SECTIONS AS NECESSARY TO TAILOR THIS PRESENTATION TO DIFFERENT AUDIENCES For example If this is the first exposure.

INSTRUCTIONS FOR USE PLEASE REMOVE SECTIONS AS NECESSARY TO TAILOR THIS PRESENTATION TO DIFFERENT AUDIENCES For example If this is the first exposure to EPM message and BI Applications, then add more slides in BI Applications Overview section from the Oracle BI Applications Overview presentation If it is more focused on the Marketing Analytics product, then you can go with this flow and integrate the required slides from the other presentations listed below You can also pick sections from other related presentations to tailor the presentation to your audience Oracle BI Applications Overview Oracle BI Applications Architecture Overview Oracle BI Applications Consolidated Data Model Oracle BI Applications Integration with Oracle Applications

OTHER RELATED MATERIALS
Each application has its own presentation Oracle BI Applications Overview Oracle Financial Analytics Oracle Supply Chain and Order Management Analytics Oracle Procurement and Spend Analytics Oracle Human Resource Analytics Oracle Sales Analytics Oracle Service and Contact Center Telephony Analytics Oracle Marketing Analytics There are presentations for specific topics Oracle BI Applications Architecture Overview Oracle BI Applications Consolidated Data Model Oracle BI Applications Integration with Oracle Applications

Oracle Marketing Analytics Overview
Presenter’s Name Presenter’s Title

Safe Harbor Statement 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.

Oracle BI Success

Agenda Oracle Enterprise Performance Management System
Oracle BI Applications Overview Oracle Marketing Analytics Value of Prebuilt Oracle BI Applications Customer Success Demonstration Q&A 8 8 8

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Oracle Enterprise Performance Management System

MANAGEMENT EXCELLENCE OPERATIONAL EXCELLENCE
Presentation Title Oracle’s EPM Vision: Extend Operational Excellence to Management Excellence Competitive Advantage MANAGEMENT EXCELLENCE With the broad scale adoption of ERP systems, the competitive advantage of operational excellences is beginning to fade opening up a new frontier that Oracle calls Management Excellence. Market leaders must compete on analytics and improve their management processes. Oracle’s vision of EPM is to build on the operational excellence achieved from ERP standardization and create the next wave of competitive differentiation – we call that management excellence. Whether you call it Management Excellence or Competing on Analytics like Thomas Davenport from Harvar – we all know the value of information and strategic decision making is profound. OPERATIONAL EXCELLENCE Time

Enabling Management Excellence
Presentation Title Enabling Management Excellence Traditional Performance Management SMART AGILE ALIGNED

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

Oracle BI Applications Overview

What Gartner Is Saying “The majority of customers are purchasing and implementing BI and CPM as disparate point solutions, which weaken their ability to achieve pervasive BI or to link BI platform and CPM suites capabilities into an integrated continuum to drive business transformation from the strategic level to the process level” Source: Employ a Coordinated Approach to BI and CPM, April 2007 14 14 14 14

Comprehensive BI Applications
EPM Workspace Performance Management Applications BI APPLICATIONS Sales Contact Center Procurement & Spend Finance Service Marketing Supply Chain & Order Mgmt HR Business Intelligence Foundation Fusion Middleware The 3rd component of Oracle’s EPM System is our suite of BI Applications. Oracle BI Applications are complete, pre-built BI solutions that deliver intuitive, role-based intelligence for everyone in an organization—from front line employees to senior management—that enable better decisions, actions, and business processes. Based on best practices, these solutions enable organizations to gain greater insight and value from a range of data sources and applications including Oracle E-Business Suite, PeopleSoft, Siebel, and third party systems such as SAP. Oracle BI Applications are built on the Oracle BI Suite Enterprise Edition, a comprehensive, innovative, and leading BI platform. This enables organizations to realize the value of a packaged BI Application, such as rapid deployment, lower TCO, and built-in best practices, while also being able to easily extend those solutions to meet their specific needs, or build completely custom BI applications – all on one common BI foundation. OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process

Enabling the Insight-Driven Enterprise
Empower Everyone – Every person is provided with relevant, complete and consistent information tailored to their function and 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. 16

Oracle BI Applications Complete, Pre-built, Best Practice Analytics
Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector Travel & Trans Travel & Trans Sales Service & Contact Center Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Churn & Service Trends Marketing Procurement & Spend Supply Chain & Order Management Financials Human Resources Pipeline Analysis Forecast Accuracy Sales Team Effectiveness Up-sell/ Cross-sell Cycle Times Lead Conversion Campaign Effectiveness Customer Insight Product Propensity Loyalty & Attrition Market Basket Analysis Campaign ROI Direct / Indirect Spend Buyer Productivity Off Contract Purchases Supplier Performance Purchase Cycle Time Employee Expenses Revenue and Backlog Inventory Fulfillment Status Customer Status Order Cycle Time BOM Analysis General Ledger Accounts Receivable Payable Cash Flow Profitability Expense Management Employee Productivity Compensation Compliance Reporting Workforce Profile Retention Analysis Return on Human Capital The BI applications enable more pervasive BI by providing role-based insight for each functional area, including sales, service, marketing, contact center, finance, supplier/supply chain, HR/workforce, and executive management. For example, Sales Analytics includes role-based applications for sales executives, sales management, as well as front-line sales reps, each of whom have different needs. The applications integrate and transform data from a range of enterprise sources—including Siebel, Oracle, PeopleSoft, SAP, and others—into actionable intelligence for each business function and user role. and Other Operational & Analytic Sources Source adapters: Oracle BI Suite Enterprise Edition Plus 17 17 17

Oracle Marketing Analytics

Marketing Organizations Struggle to Use Data and Intelligence to Increase Performance
KEY CHALLENGES EXAMPLES Lack of Campaign Insight for Successful Lead Generation Unable to link vehicle, target list, offer and message mix with campaign success Lack of complete visibility into campaign effectiveness and downstream sales conversion rates Limited understanding on campaign response rates Limited Visibility into Marketing Performance & Accountability Unable to determine campaign ROI No means to assess segment penetration effectiveness and perform cross sell analysis No knowledge of effectiveness of marketing funds in generating sales Lack of Customer Insight into Buying Behavior Lack of visibility into common customer-preferred product and service bundles Inability to establish correlation between customer buying patterns and behavioral attributes Unable to Control and Manage Marketing Spend Limited information to effectively control marketing expenses No means to know marketing cost distribution across customer profiles Inability to make fact based resource allocations 19

Oracle Marketing Analytics Provides Insight to Optimize Spending and Drive Demand
ANALYSIS & METRICS BENEFITS Marketing Planning Monitor campaign performance to take timely corrective action to improve efficiencies Make intelligent resource allocations based on effectiveness of tactics Track expenses and reduce wasted spend Increase customer profitability with better buyer behavior insight Improve cross-selling Marketing Performance Customer Insight (B2B) Customer Insight (B2C) Events Sales alignment Competitor pipeline Forecast & Actual expenses by time Executive scorecard report Expense analysis by time Financial information on marketing tactics Campaign scorecard Campaign trends Campaign pipeline Cross sell analysis Cumulative revenue trend Oppty revenue by product Demographics profile of responders Account revenue Revenue growth Account status # of new accounts Market basket analysis Account attrition Next product purchased Over promoted customers Income/Age range Customer counts # of customer interactions # of new contacts Contact attrition Top events ranking Event expenses Event scorecard Events by region/type Events lead generation Opportunity revenue

Oracle Marketing Analytics Complete solution for entire marketing organization
Marketing Planning Provides Marketing Planning related information. The information is organized for different roles like Marketing Executive, Director, Finance Director. The dashboard also has a Sales Alignment page to allow Sales and Marketing Executives to co-ordinate activities Campaign Performance Provides Campaign Results data by Offer, Segment, Agent performance. Manager can monitor a campaign scorecard and identify root causes for shortfalls in meeting predicted goals Customer Insight Provides product affinity, market basket and next product purchased analysis. Provides demographic information and information on impact of customer behavior due to marketing activities. Key Point: Oracle has the most robust Marketing Analytic solution Marketing Events Analytics Provides Analytics related to management of trade shows, customer events etc. Marketing Events Analytics can show analysis of Event registrations, expenses on supplies by vendor, region, event etc., Event ROI analysis that is fully integrated with Marketing Planning Analytics.

Complementary BI Applications Complete Solution for entire Campaign-to-Cash Process
Sales Analysis Analyze pipeline opportunities and forecasts to determine actions required to meet sales targets. Determine which products and customer segments generate the most revenue and how to effectively cross-sell and up-sell. Understand which competitors are faced most often and how to win against them. Supply Chain & Order Management Analytics Provides insight into critical Order Management business processes and key information, including Orders, Order Fulfillment, Invoices, G/L Revenue, sales effectiveness and customer scorecards. The delivered analysis of every step in the back-office sales processes from Order to Cash, enables companies to respond more quickly to customer issues and resolve them before they become problems. Our set of Order Management Applications consists of two modules, Oracle Order Management and Oracle Order Management and Fulfillment, which in combination give a full picture of what is happening in the Order to Cash process, including orders, backlog, fulfillment, accounts receivable, cycle times, and more. If you add Oracle Sales Analytics you can get full insight into the Contact to Cash process as this product brings in insight into the CRM Sales area. 22 22

Complementary Oracle Application Marketing Segmentation
Highly Interactive Interface Drag and drop criteria definition and grouping, across multiple customer levels Simplified query terminology (‘Start with’, ‘Keep’, ‘Add’, ‘Exclude’ customers) “Waterfall” style display of counts Sample counts for large data sets Personal and shared subject areas Fully Integrated on Analytics Platform Queries across many different stars and subject areas, allowing complex queries Shields the marketer from underlying data complexity and performance optimization Uses same meta data as reporting tools; leverages all available calculations and metrics, plus data mining models Enforcement of Global Rules Consistently apply governance rules (such as profiling, privacy, contact frequency)

Value of Prebuilt Oracle BI Applications

Key Benefits of Oracle BI Applications
Gain visibility and insight into business performance, processes, and customers Better decisions, actions, control at all levels Respond faster to opportunities and threats Identify and replicate best practices Insight Alignment Leverage

Role-Based Best Practices Provide Relevant and Actionable Insight for Everyone
Marketing Analytics – Key Objectives and Questions by Role VP Marketing / CMO Optimizing Marketing Performance for Competitive Advantage How is the marketing budget being consumed? What areas / programs are trending to go over budget? How should I allocate the marketing budget to generate the best results? What areas historically have yielded the best results? Marketing Director Deeper Insights for Marketing Strategy Which customers segments are unprofitable and why? What is our most profitable acquisition method? What trade shows generated a positive ROI? How can we increase revenue through more effective a cross-sell/up-selling? What can we do to increase customer satisfaction and loyalty? What types of promotions deliver the most revenue lift? MARCOM / DM Manager Better Manage Acquisition & Campaign Performance Do purchased lists perform better than our house list and why? Is the sales organization picking up the Leads in a timely manner? Which marketing campaigns generated the most qualified leads? Which programs / campaigns yield the highest take rate? 26

Marketing Process Relationship Map
Sales Core Processes Campaign Management Sales Execution Event Management Management Processes Planning & Budgeting Support Processes Needs Analysis 27

Example Response and Lead Management Process
Marketing Plan, budget Execute campaigns Nurture prospects Track, measure results Marketing/Sales Operations Capture, load responses Cleanse, enrich, score responses Assign leads Assign oppty, notify rep Sales Development Call Center Qualify leads, create opptys Field Sales and Channel Sales Set objectives, define “lead” Accept or reject opptys Work opptys

End-to-End Campaign to Cash Flow Quality Information Is Needed During All Stages
Business Process Plan Design Target Launch Track Analyze Key Questions How do I set some realistic goals for this campaign? How much shall I spend? How to allocate the budget? What should campaign flow look like? Any related events? Which Product offer and through which channel? Who is target audience? Who are more likely to respond? How to segment them? When should the campaign be launched? Shall I launch it in waves? Are the responses, leads, opportunities, orders etc. matching the plan? How was campaign performance? How much did I spend? What is the revenue? ROI? We have OOB dashboard content covering each phase of the business process Maximizing Campaign Effectiveness Will Enable High Return on Marketing Investment and Drive Sales Revenues 29

Campaign to Cash Flow Example Decision Flow Marketing Executive Role
Business Objective Gain Insights Take Action Marketing Planning & Execution Are we on target to meet our goals? What campaigns are under / over performing? Are we generating quality leads from these campaigns? You can see that each part of the flow is supported by prebuilt reports and navigations that allow users to easily drill to further levels of detail as required. In fact, since our products are built to capture information at the transaction line level users can easily drill from the summary information to the most atomic level of information required. Ultimately this allows the user to not only monitor progress on an objective but easily navigate the right information so that in the end any required corrective action can be proactively taken. How are these leads converting to orders Drill to Campaign to modify

Campaign to Cash Flow Example, MARCOM Manager
Plan Design Target Launch Track Analyze Business Objective Gain Insights Take Action Set campaign goals Did they get anticipated response? How was the lead generation? How many orders? How was the revenue? What is historical campaign performance for similar tactics? What was the plan on spending ? Did the expense stay within planned budget ? Are there any patterns with large variance? Analyze variance by Time, Region, Organization etc. What was the plan for those campaigns? Was the actual in line with the goal for various measures? Plan the campaign with these data points 31

Plan Design Target Launch Track Analyze Business Objective Gain Insights Take Action Design the Campaign / program How was the response rate in the past for similar product launch / offers? Analyze similar campaigns / programs which provided strong ROI If the campaign flow was phased, would it be more effective? When is best time to launch marketing events? For this product and target, which channel works best? What is inferred leads generated? Design the flow Build program flow 32

Plan Design Target Launch Track Analyze Business Objective Gain Insights Take Action Identify the target audience Have they been contacted through other campaigns in the recent past? What is purchasing behavior of those potential targets? Identify similar tactics. Which customers did I target in those campaigns? Exclude people from the list based on the contact frequency and their preferences What is the demographic profile of those customers / prospects? Conduct campaign history analysis to identify potential contact lists Identify target market segments using past purchase behavior and likelihood of responding Finalize the target 33

Plan Design Target Launch Track Analyze Business Objective Gain Insights Take Action Start campaign When is last campaign completing? Have all treatment / media been approved? Are there other ongoing campaigns? Have response assignments rules been prepared? Are all channels capable of handling increased volume of interactions? Execute launch of campaign across all channels 34

Plan Design Target Launch Track Analyze Business Objective Gain Insights Take Action Track campaign / program results Is the marketing generating enough quality leads for the sales force? Are the actual in line with the goal for each metric? Is the sales force converting those leads to opportunities in a timely manner ? What is Actual Order Revenue from the campaigns? How was the campaign response? What are the number of bounced interactions? Are these Opportunities leading to Quotes ? Review response to lead to order conversion rates and cycle times Review response accuracy 35

Plan Design Target Launch Track Analyze Business Objective Gain Insights Take Action Analyze campaign execution Analyze campaign performance What is response rate? Which channel generated more responses? Did marketing message get successfully delivered? Have we updated contact information based on success/failure of delivery? What is the actual expense and cost involved? What is lead generation rate? Analyze leads by geography, marketing source, time etc. How is the ROI ? How does it compare against other campaigns ? What percentage of the people I contacted responded ? How quick was response qualification? Campaign delivery metrics Review campaign execution cycle times Campaign response and lead metrics Develop Campaign ROI Analysis 36

Insight Alignment Leverage Gain a single, consistent view of enterprise information across functions & data sources Align strategy and execution across functions Use guided analytics and best practice analytic workflows to drive the best actions

Typical Operational Challenges
Analyses, Reports Executives Sales Marketing Operations Finance Sales Data Marketing Data Operations Data 1 Operations Data N Finance Data 1 Finance Data N IT Data Warehouse Delayed, inaccurate reporting Conflicting, departmentally-biased results Cross-functional analysis only by IT Sub-optimal enterprise performance

Does on- time shipment relate positively to repeat purchases?
Valuable Insights Often Require Data from Multiple Departments and Sources Customers Suppliers Customers Service Sales Marketing Distribution Finance HR/Workforce Operations Procurement Suppliers Customers Suppliers How does lead quality affect conversion rates, pipeline build up and revenue ? Does on- time shipment relate positively to repeat purchases? How does sales performance of sales reps relate to their tenure in the team/organization? In the past, there are many products that provide limited business insight as they were mostly built in a silo, e.g. one subject area data mart. However, we have seen over and over again that even simple business questions cannot be easily answered by single subject area silos of data.

Maximizing Customer Value Key Objectives in Sales, Marketing, Customer Service
FRONT OFFICE Primary role: identify, acquire & support customers Key objective: grow revenues and profit by maximizing customer value Primary functions: Sales, Marketing, Service, Contact Center BACK OFFICE Primary role: buy, make, and deliver products, support the workforce, and manage finances Key objective: maximize operational efficiency, quality & accuracy while controlling costs Primary functions: Finance, HR, Supply Chain Operations, Procurement, Order Management Customers Suppliers Front Office Back Office

Typical Business Challenges
How are actual sales tracking against forecast and plan by region? What are the best products to cross and up-sell? Why are sales opportunities being lost? SALES Which campaign tactics are most effective? Which offers are succeeding with different customer segments? What is the product mix compared to plan? MARKETING What are average handle times and abandonment rates? Which are the most productive and efficient CSR’s and why? What are the best cross-sell and up-sell offers for each segment? CONTACT CENTER How do I reduce costs while maintaining high customer satisfaction? What are quality levels and component failure rates by product? How long is it taking to resolve new service requests? SERVICE

Deeper Insight within Business Functions
SALES ANALYTICS Improve pipeline visibility Forecast with confidence Increase cross & up-selling Quickly spot opportunities/threats CONTACT CENTER ANALYTICS Understand service cost drivers Optimize staffing for call volumes Monitor CSR performance & drivers Detect defects early MARKETING ANALYTICS Identify high potential segments Maximize return on marketing spend Track campaign results & impact SERVICE ANALYTICS Improve customer service Drive efficiency, lower costs Provide single view of customer

Alignment across Functions
Best align switch workflows to increase customer satisfaction Convert inbound service calls to sales SALES ANALYTICS CONTACT CENTER ANALYTICS Improve lead follow-up and conversion Understand campaign impact on revenue Improve customer product and service offerings Understand customer profitability and tailor customer experience Monitor and manage service channel usage/mix Understand compliance of call handling to SLA’s Monitor customer satisfaction vs. service cost Devise marketing programs to deflect product availability or quality issues Understand how marketing promotions impact service centers MARKETING ANALYTICS SERVICE ANALYTICS

Alignment across the Enterprise
Front Office Back Office Marketing Analytics Service Analytics Sales Analytics Contact Center Analytics Financial Analytics 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 HR Analytics Supply Chain & Order Mgmt Analytics Procurement & Spend Analytics Complete visibility across value chain to better manage supply and demand fluctuations

Oracle BI Applications Provide a Single Integrated View of Enterprise Information
INTEGRATED DATA WAREHOUSE Integrated enterprise-wide intelligence Summary level to lowest level of detail Data warehousing best practices – conformed dimensions, lowest level of granularity, full change histories for time comparisons, built for speed, extensible DATA INTEGRATION FROM MULTIPLE SOURCES Call center telephony (IVR, ACD, CTI) Syndicated data Universal Adapters In this slide, talk about features and benefits of single comprehensive enterprise data model and how it enables “cross-value-chain” analytics Our solution provides that capability by something called “Conformed Dimensions” as we discussed earlier. They are shared by the fact tables in each of the different areas, and enables what we call “cross-value-chain” analytics. For example if you had only a “Sales” analytics system, how would you derive a metric on say “profitability by product” or “profitability by sales area”. It would take significant additional effort to get those answers. It is automatically provided by our solution. This is a key advantage over other vendor solutions on the market that only address a specific functional silo of information. This is very limiting for many of the metrics that will be required. As another differentiator from other solutions, particularly those based on cube architectures, the detailed transaction data is also stored in the data model. It is stored at the lowest level possible. For example, we take “sales quantity” and even match it to “delivery schedule”. Then we match the real deliveries to that schedule. That way we can track “on-time” deliveries. Having the detail data in the data model also enables quick and easy drill-down capability to get the details you will need in performing data analysis. The model enables complete history tracking, by supporting the Slowly Changing Dimensions.

Insight Alignment Leverage Do more with less - deploy BI more broadly with fewer IT resources than custom-build Accelerate time-to-value, lower TCO and risk Increase the value of existing data and applications, including CRM and ERP

These steps require IT or BI staff resources with specialized SKILLS
Building BI Solutions is Challenging Investment, Skills and Time Required Develop detailed understanding of operational data sources Develop detailed understanding of operational data sources These steps require multiple different BI and DW technology INVESTMENTS Design a data warehouse by subject area Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source Build ETL programs for every data source These steps require IT or BI staff resources with specialized SKILLS License interactive user access tools License interactive user access tools Research/understand analytic needs of each user community Research/understand analytic needs of each user community Build analytics for each audience Build analytics for each audience These steps take TIME to understand and perfect as knowledge of best practices is learned License/create information delivery tools License/create information delivery tools To understand the benefit of the Oracle BI Applications solution, let’s first look at what are the required components of a complete business intelligence / analytics solution. This isn’t specific to our offering—this is just a summary of the generally accepted industry best practices for building a robust business intelligence / analytics solution. With that reference architecture in mind, we can now highlight the real value of Oracle BI Applications: they provide the complete reference architecture out-of-the-box, all pre-integrated and pre-configured. Set up user security & visibility rules Set up user security & visibility rules Perform QA & performance testing Perform QA & performance testing Manage on-going changes/upgrades Manage on-going changes/upgrades

Marketing Analytics Components
Pre-built warehouse with 15 star-schemas designed for analysis and reporting on Marketing data 1 Pre-mapped metadata defining real-time access to analytical and operational sources, best practice calculations, and metrics for marketing. 3 Presentation Layer Logical Business Model Physical Sources Pre-built ETL to extract data from over 1,000 operational tables and load it into the DW, sourced from CRM systems and other sources 2 A “best practice” library of over 500 pre-built metrics, Intelligence Dashboards, Reports and alerts for marketing analyst, managers and executives. 4

More than just dashboards and reports Value of BI Apps lies under the surface
DASHBOARDS& REPORTS Prebuilt best practice library “One size does NOT fit all” SUBJECT AREAS Many metrics and dimensional attributes not surfaced by prebuilt dashboards and reports Possibilities are endless Incremental work to build tons more content from this foundation In the same way that Dashboards & Reports are just the parts of the iceberg above the surface, the true value of the BI Apps lies just below that within the metadata that makes up the Subject Areas, with the rich dimensions, dimensional attributes and derived metrics.

Unrivaled 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

Unrivaled Integration with Oracle Apps Deeply Integrated into Siebel CRM
Single user interface - essential for driving user adoption Action Links - direct navigation from record to transactional while maintaining context Take action immediately without navigating to a different screen

Unrivaled Integration with Oracle Apps Deeply Integrated into Siebel CRM
Integrated Data Security Visibility One login. Right content for each user based on Position Owner Organization Data Security

Align Actions with Best Practices Guided & Conditional Navigation Helps Novice Users
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 Analytic workflows appear as HTML links as shown in the slide. These workflows are designed around the prepackaged reports but can naturally be easily changed to meet the specific customer needs. Each analytic workflow suggests an order for running a group of reports; these suggestions constitute paths of guided analytics.

Speeds Time To Value and Lowers TCO
Build from Scratch with Traditional BI Tools Oracle BI Applications Training / Roll-out Results 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

Typical Effort & Customization balance
Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc. Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc. Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc. Additional dashboards and reports, guided and conditional navigations, iBots, etc. Level of Effort Degree of Customization Easy Moderate Intermediate Involved Dashboards & Reports OBIEE Metadata DW Schema ETL In working with many customers over the years, we have found that BI Applications are never truly entirely deployed out of the box or completely vanilla. Due to the fact that our customers always configure and / or extend the source application, there will always be a need for customization and configuration of the out of the box product. However, we have found that the magnitude of customization is typically small at the lower levels of the architecture (ETL / data integration layer) and grows toward the top of the BI Apps architecture. This is due to the fact that most customers do not customize the OLTP source data models, but rather configure and extend – since we build our BI Apps off of the standard, vanilla OLTP sources this is good news and underscores the value of the out of the box BI Applications. Conversely, the level of effort required to deliver the customizations is the opposite, that is to say it is very involved when there are changes in ETL and reduced in complexity and effort toward the top of the BI Apps architecture. This means that the match is perfect – the more difficult parts of the stack to customize are lightly touched (ETL / data integration) and the easier parts to modify are modified more. 55

The Value is Below the Surface Oracle BI Applications
Dashboards Pre-built ETL across multiple applications and sources Pre-mapped metadata Pre-built metrics Pre-built data model

BI Applications - Business Content Over 5,000 pre-defined assets
Dashboards Dashboard Pages Reports Metrics Sales 14 33 620 555 Marketing 5 27 124 501 Service 8 15 102 465 Contact Center 17 72 448 Finance 4 30 205 360 HR 16 76 138 Supply Chain & Order Mgmt. 2 18 157 388 Procurement & Spend 103 161 All Industry Apps 44 147 1117 508 Total 88 317 2576 3524

Selected Key Entities of Business Analytics Warehouse
Sales Opportunities Quotes Pipeline Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs Marketing Campaigns Responses Marketing Costs Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions Finance Receivables Payables General Ledger COGS Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History Service Service Requests Activities Agreements Workforce Compensation Employee Profile Employee Events Pharma Prescriptions Syndicated Market Data Financials Financial Assets Insurance Claims Public Sector Benefits Cases Incidents Leads Conformed Dimensions Customer Products Suppliers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Cost Centers Profit Centers This slide provides an overview of the width of content in the warehouse, going all the way from Marketing/Sales to Backoffice and HR analytics There is a single logical model on the warehouse, enabling cross process metrics and calculations Examples of processes Sales  Lead to order; Order to cash Supply Chain  Requisition to Check; Dock to Stock Service Open to close a trouble ticket Call Center  Origination to termination of a call, whether handled by a person, a machine, or both Financials  used to keep score Let's discuss these processes in more detail. As we go through them, you'll see all the way that Analytics can add value. Modular DW Data Warehouse Data Model includes: ~350 Fact Tables ~550 Dimension Tables ~3,500 prebuilt Metrics (2,000+ are derived metrics) ~15,000 Data Elements

Rapid Deployments Oracle BI Applications
3½ months 12 weeks 100 days 9 weeks 10 weeks 3 months 6 weeks

Customer Success 60

Business Intelligence Customers Select References
Communications Automotive Finance / Banking Consumer Goods High Tech Media / Energy Aero / Industrial Insurance / Health Life Sciences Other Again, you could built this yourself. Oracle offers the same technology to you, that we use to build BI Applications. The difference is that we’ve done it thousands of times, for some of the most forward-thinking, demanding customers in the world. We’d be pleased to add your logo to this list for next time!

Holistic View of Customer Information Enables Alignment of Marketing and Service
World’s leading manufacturer and marketer of major home appliances. Deployed Oracle BI Suite EE and Oracle Marketing Analytics integrated with Siebel CRM Call Center Application. Before No centralized customer view Multiple siloed customer data sources hampered marketing abilities Slow time-to-market with marketing campaigns despite millions spend on outside vendors Call center unable to effectively use customer data to enhance service or capitalize on sales opportunities After Companywide, holistic view of information by customer, household and asset Consolidated 3 customer databases into 1 Accelerated marketing campaign introductions to capitalize on trends Provided call centers with information and tools to up-sell customers and establish “closed loop” marketing capabilities “With Oracle, Whirlpool business units are capitalizing on the integration between our business intelligence, call center, and marketing solutions to drive revenue creation and customer loyalty incentives. Previously, our organization spent millions on outside vendors and time to market was slow. Today, we have a solution that enables us to rapidly serve millions of customers worldwide.” – Thomas Mender, Manager, Sensus BI & Campaign Management, Whirlpool Corporation “With Oracle, Whirlpool business units are capitalizing on the integration between our business intelligence, call center, and marketing solutions to drive revenue creation and customer loyalty incentives.” - Thomas Mender, Whirlpool Corporation 62 62

Optimize CRM Processes and Performance 1,250 Users, 400 Reports, 3 Months, 1 IT Admin
Pitney Bowes is the world’s largest producer of postage meters. Implemented Oracle BI Applications (Sales, Service, and Marketing Analytics) to over 1,250 employees. Before Poor measurement of employee performance in sales and service Lack of customer insight - no consistent, real-time view Slow “Customer Inquiry Response Time” No single source of customer data for segmentation High reliance on IT for information After “Turned the tides” in sales force with better insight into performance Enhanced sales productivity with 360o view of customer relationship Increased customer responsiveness, leading to greater satisfaction / retention Unified customer data for better marketing segmentation and targeting Customer-facing employees empowered with the information they need “One of the most important values of Oracle’s BI solution is its TCO. We created 400 reports used by 1,250 users with a staff of one within a few months—that is very cost effective.” – William Duffy, Data Warehousing Project Manager

Oracle Marketing Analytics Demonstration 64

Q & A 65

Safe Harbor Statement 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.

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INSTRUCTIONS FOR USE PLEASE REMOVE SECTIONS AS NECESSARY TO TAILOR THIS PRESENTATION TO DIFFERENT AUDIENCES For example If this is the first exposure.

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