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Oracle Business Intelligence & Analytics

Scot House
Senior Solution Consultant
Agenda
• Business Intelligence Challenges
• Oracle Business Intelligence Platform
• Oracle Business Intelligence Applications
•Q&A

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BI & Reporting Challenges

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 Business Intelligence is a Top Priority
#1 priority with CIOs
Gartner 2006 CIO Survey Merrill Lynch CIO Survey
2006 CIO Technology Priorities Table 3: What areas are your top Spending Priorities

To what extent will your Investment

Ranking Spending Aug Oct Feb Sep Jan
in each of the following
technologies change in 2006 2006 2005 Increase 2004 2004 2005 2005 2006

Business Intelligence /
Business Intelligence (BI) 1 2 +4.8%
Data Warehousing
42% 48% 28% 53% 41%

Security Enhancement Tools 2 1 +4.5% Security 42% 42% 31% 27% 36%

Mobile Workforce Applications 3 3 +3.9% ERP 12% 26% 32% 17% 28%

Source: Gartner EXP 2006 CIO Survey Source: Merrill Lynch Survey of 100 CIOs in North America

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BI Challenges Today

• Siloed
• Fragmented
• Inconsistent
• Report-centric
• Restricted
• Unintuitive Hasn’t the promise of BI
been there for the past
decade?

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The Evolving Role of BI
From: To:
Analysts Pervasive use

Historical data Real-time, predictive data

Fragmented view Unified, enterprise view

Reporting results Insight-driven business

process optimization
Analytic tools Unified infrastructure &
prebuilt analytic solutions

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Oracle Solution – BI Platform

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Enable the Insight-Driven Enterprise
1. Empower Everyone – Every person is provided with relevant,
complete information tailored to their role.

2. Provide Real-time Intelligence – Deliver insight that predicts

the best next step, and deliver it in time to influence the business
outcome

3. 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.

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Oracle Business Intelligence
Comprehensive, Integrated, Best-of-Breed BI Solutions

Enterprise-wide, Industry-Specific
Oracle
Analytic Applications
BI Applications
#1 in BI/Analytic Applications
- IDC

Oracle Best-of-Breed, Next Generation BI

BI Suite Platform
“One of the most comprehensive
and innovative BI platforms…”
- Gartner
Oracle Complete Data Warehousing
Data Warehousing Solution
#1 in DW Tools
- IDC

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 Magic Quadrant for Business
Intelligence Platforms, 1Q07

* Magic Quadrant Disclaimer

The Magic Quadrant is copyrighted January 26, 2007 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 Gartners 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.
This Magic Quadrant graphic was published by Gartner,
Inc. as part of a larger research note and should be
evaluated in the context of the entire report. The Gartner
report is available upon request from Oracle.

“Gartner Magic Quadrant for Business Intelligence Platforms, 1Q07”, Kurt Schlegel, Bill Hostmann, Andreas Bitterer, 26 January 2007
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Oracle BI Suite Enterprise Edition
Plus
Pervasive Information Delivery
Interactive Ad hoc Proactive Microsoft Reporting & Publishing
Dashboards Analysis Detection Office BI Publisher
and Alerts
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis

Common Enterprise Information Model

Oracle BI Server

Set
Goals
Align Plan
Insight
Performance
Action
Report Monitor

Analyze

Financial
OLTP & ODS Data SAP, Oracle Files Business Performance Hyperion
Systems Warehouse PeopleSoft, Siebel, Excel Process Management Essbase
Data Mart Custom Apps XML Applications

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 Hot-Pluggable With Existing IT Investments

Portals Data Mining Applications Desktop/Reporting

Oracle Portal, Any Oracle Data Mining, Oracle EBS, Siebel, MS Office,
JSR 168 Portal, IIS SPSS, SAS PeopleSoft, JD Edwards Lotus Notes, BO, COGN..

Oracle Enterprise Performance Management System

Oracle Business Intelligence Foundation

Security Data Access Data Integration

Oracle Data Integrator
Oracle Identity Oracle RDBMS
(Sunopsis)
Mgmt Oracle OLAP Option
Oracle Warehouse
LDAP Essbase
Builder
Kerberos Microsoft SQL Server &
Informatica
iPlanet Analysis Services
Ascential
MSFT AD IBM DB2
Others ..
Novell Teradata
Custom SAP BW
Others .. XML, Excel, Text

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 <Insert Picture Here>

Oracle Solution – BI Applications

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Pre-Built BI/Analytic Applications

Through 2009 there will be a swing toward buying

pre-packaged analytic applications…
(0.7 probability)

Source: Gartner, “Business Intelligence Scenario: Pervasive BI,”

Gartner Symposium ITxpo 2006

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 Evolution from Build to Buy
Web-based
Applications
Integrated
Integrated ERP, SCM
Accounting, CRM
Standalone
HR, MRP
Standalone
Accounting
Packaged
Analytic BI
IT Tools
Applications
BI and ETL
Tools
Query Tools

1960’s 1970’s 1980’s 1990’s 2000’s

• People stopped building accounting systems decades ago and ERP and
CRM systems dozens of years ago
• Analytic BI Applications provide robust out-of the-box functionality

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Leverage Prebuilt Oracle BI Applications
Companies Need Answers Across Business Functions

HR / Workforce
Customers Suppliers

Procurement
Distribution

Operations
Marketing

Finance
Service

Sales
Customers Suppliers

Customers Suppliers

In a Call Center, how does agent tenure, training, &

compensation affect productivity & cross-selling?

What impact does supplier performance have on customer

satisfaction and revenue consistency?

How does my marketing spend impact pipeline & revenue?

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Oracle BI Applications
Single & Multi-source Analytic Apps Built on BI Suite EE
Proactive
Interactive Reporting & Ad-hoc Disconnected MS Office Web
Detection
Dashboards Publishing Analysis Analytics Plug-in Services
and Alerts

Service & Order

Marketin Supply Human
Sales Contact Management Financials
g Chain Resources
Center & Fulfillment
Oracle BI Applications

Oracle BI Apps• Common Enterprise Information Model

built•on
Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports
Oracle BI EE Suite
• Based on industry and analytic best practices

IVR, ACD, CTI

Hyperion
Packaged Universal MS Excel
DW Schema
ETL Maps Adapters Other Data Sources
 Oracle BI Applications
Multi-Source Analytics with Single Architecture
Comms Complex Consumer Financial High Insurance Life Public Travel
Auto Energy
& Media Mfg Sector Services Tech & Health Sciences Sector & Trans

Service & Order

Supply Human
Sales Contact Marketing Management Financials
& Fulfillment
Chain Resources
Center
Pipeline Churn Campaign Order Supplier A/R & A/P Employee
Analysis Propensity Scorecard Linearity Performance Analysis Productivity
Orders
Triangulated Customer Response vs. Available Spend GL / Balance Compensation
Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis
Customer
Sales Team Resolution Product Cycle Time Procurement & Product HR Compliance
Effectiveness Rates Propensity Analysis Cycle Times Profitability Reporting

Up-sell / Service Rep Loyalty and Backlog Inventory P&L Analysis Workforce
Cross-sell Effectiveness Attrition Analysis Availability Profile

Cycle Time Service Cost Market Basket Fulfillment Employee Expense Turnover
Analysis Analysis Analysis Status Expenses Management Trends

Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on
Conversion Trends Receivables Analysis Human Capital

Other Operational
Prebuilt adapters: & Analytic Sources

Oracle BI Suite Enterprise Edition

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 Oracle BI Applications
Multi-Source Analytics with Single Architecture
Comms Complex Consumer Financial High Insurance Life Public Travel
Auto Energy
& Media Mfg Sector Services Tech & Health Sciences Sector & Trans

Service & Order

Supply Human
Sales Contact Marketing Management Financials
& Fulfillment
Chain Resources
Center
Pipeline Churn Campaign Order Supplier A/R & A/P Employee
Analysis Propensity Scorecard Linearity Performance Analysis Productivity
Orders
Triangulated Customer Response vs. Available Spend GL / Balance Compensation
Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis
Customer
Sales Team Resolution Product Cycle Time Procurement & Product HR Compliance
Effectiveness Rates Propensity Analysis Cycle Times Profitability Reporting

Up-sell / Service Rep Loyalty and Backlog Inventory P&L Analysis Workforce
Cross-sell Effectiveness Attrition Analysis Availability Profile

Cycle Time Service Cost Market Basket Fulfillment Employee Expense Turnover
Analysis Analysis Analysis Status Expenses Management Trends

Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on
Conversion Trends Receivables Analysis Human Capital

Other Operational
Prebuilt adapters: & Analytic Sources

Oracle BI Suite Enterprise Edition

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 Oracle Financial Analytics Product Components
1 Pre-built warehouse with more
than 15 star-schemas designed
for analysis and reporting on
Financial Analytics
2 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.
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3 Pre-mapped metadata,
including embedded best
practice calculations and
metrics for Financial,
Executives and other Business
 Users.
Presentation
Layer
 Logical
Business Model
 Physical
Sources
4 A “best practice” library of
over 350 pre-built metrics,
Intelligent Dashboards,
Reports and alerts for CFO,
Finance Controller, Financial
Analyst, AR/AP Managers and
Executives
 Oracle BI Applications
Multi-Source Analytics with Single Architecture
Comms Complex Consumer Financial High Insurance Life Public Travel
Auto Energy
& Media Mfg Sector Services Tech & Health Sciences Sector & Trans

Service & Order

Supply Human
Sales Contact Marketing Management Financials
& Fulfillment
Chain Resources
Center
Pipeline Churn Campaign Order Supplier A/R & A/P Employee
Analysis Propensity Scorecard Linearity Performance Analysis Productivity
Orders
Triangulated Customer Response vs. Available Spend GL / Balance Compensation
Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis
Customer
Sales Team Resolution Product Cycle Time Procurement & Product HR Compliance
Effectiveness Rates Propensity Analysis Cycle Times Profitability Reporting

Up-sell / Service Rep Loyalty and Backlog Inventory P&L Analysis Workforce
Cross-sell Effectiveness Attrition Analysis Availability Profile

Cycle Time Service Cost Market Basket Fulfillment Employee Expense Turnover
Analysis Analysis Analysis Status Expenses Management Trends

Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on
Conversion Trends Receivables Analysis Human Capital

Other Operational
Prebuilt adapters: & Analytic Sources

Oracle BI Suite Enterprise Edition

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 Oracle Order Management and Fulfillment Analytics

Pre-built warehouse with 11 3 Pre-mapped metadata,

1 star-schemas designed for including embedded best
analysis and reporting on practice calculations and
sales, fulfillment and metrics for the sales
receivables data.  Presentation
organization.
Layer
16 Subject Areas
 Logical Business
Model
20 Fact and 50
Dimension
Tables

2 Pre-built ETL to extract data 4 Physical

 A “bestSources
practice” library of
from over 3,000 operational over 70 pre-built intelligence
tables and load it into the DW, dashboards, reports and alerts
sourced from ERP systems and for sales representatives,
other legacy sources.
Business Analytics analysts, managers and
Warehouse executives
ETL &
Business
CRM Financial HR OM Adapters Legacy Legacy
POS Inventory
OM
Operational Systems
Other Supply Chain Systems
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 Selected Key Entities of Business Analytics
Warehouse
Call Center Conformed Dimensions
Sales  ACD Events
 Opportunities  Customer
 Quotes  Rep Activities
 Pipeline  Contact-Rep Snapshot  Products
 Targets and Benchmark  Suppliers
Order Management  IVR Navigation History  Internal Organizations
 Sales Order Lines  Customer Locations
 Sales Schedule Lines Service
 Bookings  Service Requests
 Customer Contacts
 Pick Lines  Activities  GL Accounts
 Billings  Agreements  Employee
 Backlogs
 Sales Reps
Workforce
Marketing  Compensation
 Service Reps
 Campaigns  Employee Profile  Partners
 Responses
 Marketing Costs
 Employee Events  Campaign
 Offers
Supply Chain Pharma
 Prescriptions  Cost Centers
 Purchase Order Lines  Profit Centers
 Syndicated Market Data
 Purchase Requisition Lines
 Purchase Order Receipts
 Inventory Balance Financials
 Inventory Transactions  Financial Assets Modular DW Data Warehouse Data
 Insurance Claims Model includes:
Finance ~350 Fact Tables
 Receivables Public Sector
 Benefits ~550 Dimension Tables
 Payables
 General Ledger  Cases ~5,200 prebuilt Metrics
 COGS  Incidents (2,500+ are derived metrics)
 Leads
~15,000 Data Elements
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Insight-Driven Business Processes

“Business intelligence (BI) is moving into the

context of the business process, not just to
make users’ information experience more
effective, but also to allow for business process
optimization.”

Software Macro-Trends: Reshaping Enterprise Software - Sep 2005

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 Order to Cash: Pain Points
Factory can't Invoice incorrect
make product
Order received Order built Order invoiced
Order is
inaccurate Finance does Order picked
not trust that or packed
Order verifiedthe customer incorrectly
for accuracy will pay the Order picked Invoice paid
bill
Or not

Payment incorrect
Finance accepts it Order shipped •Customer does not pay
Or not •Pays incorrect amount
•Pays late

Customer Shipment does not meet

Order scheduled accepts the order customer’s expectations
•Arrives early or late
Or not
Customer •Fails incoming quality
cancels or testing
Inventory not •Gets lost in shipping
changes the
available
order
The more quickly and accurately an organization
executes this process, the more efficiently it runs.
 Oracle Business Intelligence
Integrated Dashboards Accessible within Oracle EBS

After

s information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functio
ribed remains at the sole discretion of Oracle"
More than just Dashboards & Reports
• Action Links
• Direct navigation from record to transactional while
maintaining context
• Take Action immediately without navigating to a different
screen

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More than just Dashboards & Reports
• 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
BI Approaches: Tools vs Applications
Tools & Build Approach Pre-Built BI Applications Approach

No Pre-Built Content Pre-Built BI Content

Oracle BI Platform Oracle BI Platform

(custom metadata) w/ Pre-Built Metadata

Siebel Siebel

Custom Built DW
Oracle Oracle Pre-Built DW
Custom Pre-Built
ETL ETL
Other Other
Sources Sources

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 Leverage Prebuilt Oracle BI Applications
Changing the Economics of BI

Build from Scratch Oracle

BI Applications With BI Suite EE you can:
with Traditional BI Tools
1. Build custom BI apps
Training &
Roll-out 2. Buy Oracle BI Apps
3. Do a mix of both
Define Metrics  Faster deployment
& Dashboards
 Lower TCO
 Assured business value
DW Design

Training & Rollout Role-based dashboards and alerts

Back-end
ETL and Specific Metrics Thousands of pre-defined metrics
& Dashboards
Mapping Prebuilt DW design
DW Design Mod Adaptable to your enterprise DW
Pre-built ETL
Tailoring
Prebuilt ETL Business Adapters for
Siebel, Oracle, PeopleSoft, SAP, others
Quarters or Years Weeks or months

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Rapid Deployments
Oracle BI Applications

6 weeks

6 weeks

9 weeks

10 weeks

12 weeks

3 months

3½ months

100 days

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Proven Scalability and Flexibility
Architected for Scale and Performance
• Optimized Native SQL • Clustering
• Intelligent caching
• Function shipping
• Connection pooling
• Parallel processing

10,000+ users
15,000 users

7,000+ US users  20,000 users  40,000+

12,000
6,500 disconnected
4,000 users  10,000+
Deploying to 55,000 users
12 Terabyte data warehouse
7,500+ users
14+ Terabytes 10,000 users
Teradata, DB2, SQL Server
4,500 users  50,000
7,000 users 300+ analytic applications
12+ Terabytes

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Enterprise BI at Cisco Systems
Pervasive use. Complete and timely information.

• 8000+ users moving to 20,000

• Sales, marketing, HR, engineering,
finance and Top 500 execs
• Real-time global picture of business

“
I use it in my weekly
marketing calls and it has
performance
• Clear visibility to real-time and
historical data

”
become the basis for measuring
our effectiveness. • 30% employee productivity gain
• Ties together terabytes of data
–Andrew Sage, across multiple systems
Sr. Director of Marketing
• Winner of RealWare® award for
best BI application

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 Oracle BI Applications
Taking Service to the Next Level at Honeywell
“Oracle Business Intelligence
helped us realize measurable
business benefits in numerous
areas, including improving our
average customer response time
by 27%, leading to a 30%
improvement in customer
satisfaction.”
– Darryl Carroll, Director of Sales and
Marketing, Honeywell Aerospace
Objective
 Transform sales and service data into
actionable intelligence
 Provide single “customer scorecard” of sales,
service, and satisfaction to drive
improvements in operational processes
Solution
 Insight in to customer-facing processes for
1,000+ employees across entire organization
 Support customer excellence initiative
“Aerospace Total Account System (ATLAS)”
 Voice of the Customer (VOC) Analytics drive
business operations
Results
 Increased annual after-market spare parts
revenue by 100% with approx 20% of
increase attributable to Siebel
 Increased number of opportunities by 40%
 Improved SR closure rate from 45% to 83%
 Improved customer satisfaction by 30%
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 Business Intelligence Customers
Business Analytic Tools and Applications – Select References

Communications Automotive Finance / Banking Consumer Goods High Tech

Media / Energy Aero / Industrial Insurance / Health Life Sciences Other

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