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

2. 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

3. BI & Analytics Challenges

4. 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

5. 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

6. Top BI Challenges

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

8. 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?

9. 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

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

11. 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

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

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

14. 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

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

16. 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

17. Oracle BI & Analytics Solution

18. 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.

19. 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

20. 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

21. 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

22. 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.

23. 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

24. 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 ..

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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

33. Why Oracle Leads the BI Analytics Industry

34. 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

35. 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

36. 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

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

38. 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

39. …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

40. BI Rationalization

41. 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

42. 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

43. 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

44. 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.