Weathering todays Crisis

with Business Intelligence

on

Turbulent Times
Lower
Spending
Decreasing
Margin
Competition

Stock Market
Crash

Cost of Funds
Loss of
Confidence

Loan Defaults
Capital
Reduction

Imperatives in Turbulent Times

Conserve cash and tightly manage cash flow
Improve control quickly identify sources of and reasons for
financial and operational performance variances
Reduce risk gain confidence in the numbers and in the ability to
act decisively
Manage profitability - determine which parts of the business are
profitable and unprofitable
Increase agility - respond quickly to market opportunities
Surgically reduce spend and invest in projects with quick ROI

Integrated Management Process Help

Weathering The Crisis

Mitigate Risk
Improve Operational Grip and Cost Control
Build Trust

Integrated Management Process Help

Weathering The Crisis

Mitigate Risk
Improve Operational Grip and Cost Control
Gain
Build
TrustInsight to take action

Business Intelligence

Business Intelligence Remains the #1

Priority
the most important technology in 2007 is business intelligence

Source: CIO Insight, The Future of I.T.: What's on Tap for 2007 and Beyond, January 16, 2007

Major BI Challenges
48.2%

Data resides in disparate systems

40.8%

Data is often incomplete or has errors

37.6%

We dont get information fast enough to take action

Employees are too busy to use business intelligence
tools
Employees receive too much unnecessary business
data
Corporate executives do not understand the need for
employees to have access to business intelligence

35.9%
24.5%
21.2%
15.1%

Our business intelligence tools are too complicated

Corporate executives are unwilling to share data with
external third parties.
Other, please specify
None of the above; there are no challenges

10.2%
2.9%
1.6%

0% 10% 20% 30% 40% 50% 60%

Challenges Span both IT and the

Lines of Business
BUSINESS

IT

Lack visibility and insight into

performance of customers,
products and key processes
Inability to quickly pinpoint
leading and lagging parts of
the business
Lack single, consistent view of
information across functions
Time wasted gathering
information cycle time to pull
data together

Backlog of report requests and

need to provide rapid selfservice access to intelligence
Resource constraints inhibit
ability to broaden BI
deployment to meet demand
Complex IT environments
disparate data, applications,
and integration challenges
Reduce costs - do more with
less, standardize tools

Copyright 2008, Oracle and/or its affiliates. All rights reserved.

How Customers Address the Imperatives

Conserve cash and improve cash flow
Highlight pending receipts and disbursements more accurately to
cut further the amount and maturity on revolving credit required
Identify late payers to target for more aggressive collections
Identify vendors who could be paid more slowly without harming
operations
Improve Control
Quickly assess performance versus plan by product, customer,
channel, geography or business unit
Analyze reasons for performance gaps across functions
Manage Profitability
Identify profitable and unprofitable products, promotions, sales
channels, customers
Identify loss leaders that drive sales of other, more profitable
products

How Customers Address the Imperatives- continued

Increase agility and respond quickly to market opportunities
Get access to information in time to act decisively
Capture best practices
Effectively reduce spend and invest in projects with quick ROI
Track spend under a microscope
Cut spend without mortgaging the future
Link management of financial and operational functions
Achieve one version of performance reality
Understand the impact of changing conditions across the
business
Avoid making decisions which optimize a silo but sub-optimize
the business

Business Intelligence Drives Increased

Effectiveness in Every Business Function
But Few Organizations have Achieved Such Pervasive BI. Why?
Sales Analytics

Financial Analytics
Improve pipeline
visibility, forecast
accuracy and sales
effectiveness

Service & Contact Center Analytics

Always understand
financial condition
and drivers of cost
and profitability

Supply Chain & Procurement Analytics

Optimize service
processes, reduce
costs, retain and
grow customers

Marketing Analytics

Optimize spend,
overall supplier
performance, and
inventory levels

HR Analytics
Optimize campaign
execution, results,
and ROI

Retain talent,
manage comp
costs, increase
productivity

11

Oracle BI Application
Front Line
Employees

Partners

Interactive Proactive
Dashboards Detection
& Alerts

Ad-Hoc
Analytics

Senior
Executives

Managers

Intelligent
Customer
Interaction

Mobile
Analytics

Predictive
Analytics

BI Application
Sales
Analytics

Service
Analytics

Marketing
Analytics

Supply
Chain
Analytics

Finance
Analytics

Workforce
Analytics

BI Application Platform

Enterprise Warehouse

ETL & Business

Adapters
CRM

Financial

HR

Supply Chain

Operational Systems

IVR

Web

CTI

Customer Interaction
Systems

Other
Operational &
Analytic
Sources

BI Application

Pre-built analytic applications for

customer and enterprise insight
Industry-specific and role-based,
incorporating best practices
Proven business results, fastest
time-to-value, and lowest TCO

BI Application Platform

Actionable and relevant insight

for all users
New levels of scale and
performance for the largest
enterprise deployments
Complete, just-in-time
intelligence from across
enterprise sources
Providing a new class of BI &
Analytic capabilities

Oracle BI Applications
Multi-Source Analytics with Single Architecture
Auto

Comms
& Media

Complex Consumer
Sector
Mfg

Sales

Service &
Contact
Center

Pipeline
Analysis

Energy

Financial
Services

High
Tech

Insurance
Life
& Health Sciences

Public
Sector

Travel
& Trans

Marketing

Order
Management
& Fulfillment

Supply
Chain

Financials

Human
Resources

Churn
Propensity

Campaign
Scorecard

Order
Linearity

Supplier
Performance

A/R & A/P

Analysis

Employee
Productivity

Triangulated
Forecasting

Customer
Satisfaction

Response
Rates

Orders
vs. Available
Inventory

Spend
Analysis

Sales Team
Effectiveness

Resolution
Rates

Product
Propensity

Cycle Time
Analysis

Procurement
Cycle Times

Customer
& Product
Profitability

HR Compliance
Reporting

Up-sell /
Cross-sell

Service Rep
Effectiveness

Loyalty and
Attrition

Backlog
Analysis

Inventory
Availability

P&L Analysis

Workforce
Profile

Cycle Time
Analysis

Service Cost
Analysis

Market Basket
Analysis

Fulfillment
Status

Employee
Expenses

Expense
Management

Turnover
Trends

Lead
Conversion

Service
Trends

Campaign ROI

Customer
Receivables

BOM Analysis

Cash Flow
Analysis

Return on
Human Capital

GL / Balance Compensation
Sheet Analysis
Analysis

Other Operational
& Analytic Sources

Prebuilt adapters:

Oracle BI Suite Enterprise Edition

Analytics Components
1 Pre-built warehouse with 16 star-schemas

3 Pre-mapped metadata, including embedded

designed for analysis and reporting on

Financial Analytics

best practice calculations and metrics for

Financial, Executives and other Business
Users.
Presentation Layer
Logical Business Model
Physical Sources

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.

4 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

Role-Based Best Practices Provide Relevant and

Actionable Insight for Everyone
Financial Analytics - Key Objectives and Questions by Role
Controllers
and F&A
Managers

Optimizing Management of Financial Performance

VP of
Finance
and CFO

Actionable Insight for Improving Shareholder Value

Department
Managers

Complete Insight into Departmental Revenue and Cost Drivers

How can I reduce the time it takes

to generate periodic financial
statements and reports?
How can I get early notification of
material events?

Which business units and product

lines are enhancing company
profitability and which are
detracting from it?
Are our profitability and balance
sheet ratios improving relative to
historical trends?

Which customer segments are

most profitable and why?
What operating expenses are
over budget?

How effectively are we managing our

payables to our key suppliers?
How is DSO being impacted by certain
customers and by each receivables
aging bucket?

How can I get early warnings about

revenue misses so I can manage costs
and still make earnings?
How well are we meeting our financial
goals and increasing shareholder
value?

How do my divisions results compare

to the previous quarter?
How are my headcount / product costs
tracking?

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

Copyright 2008, Oracle and/or its affiliates. All rights reserved.

16

Analytic Workflows Financial Analytics

Business
Objectives /
Issues

Maximize Cash Flow

Is DSO on target?

How long is the

underlying Overdue
Balance pending?

Who are the Customers?

Drill to
Overdue Invoice Detail

Take Action

Target collection efforts to

reduce overdue balances

l
Detai

Gain
Insights

o
Drill t

Is Overdue Balances
trending up?

Oracle Financial Analytics

Comprehensive View of Financial Performance
General Ledger & Profitability Analytics

Incorporates detail-level general ledger transactions and cash flow analysis

across locations, customers, products, sales territories, distribution channels,
and business units.
Identifies the customers and transactions that are providing maximum profits
by product, location, department, and geographic detail. When combined with
Marketing Analytics, it enables analysis of Campaign ROI and assists in
customer segmentation.

Payables Analytics

Provides visibility into payments due to suppliers and expense line detail so
managers can manage cash outflows and control expenses. When combined
with Supply Chain Analytics, it allows full procurement analysis from
Requisition to Check.

Receivables Analytics

Monitors collections processes to show what customers buy and how they
pay, enabling managers to identify overdue balances and other receivables
bottlenecks. When combined with Oracle Sales Analytics and Oracle Order
Management & Fulfillment Analytics, it enables more efficient management of
the entire Lead to Cash process.

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

Speeds Time to Value and Lowers TCO

Build from Scratch
with Traditional BI Tools

Oracle BI
Applications

Training/Roll-out
Define Metrics
& Dashboards

Faster deployment
Lower TCO
Assured business value

DW Design
Training/Rollout

Back-end
ETL and
Mapping

Define Metrics
& Dashboards
DW Design
Back-end
ETL and
Mapping

Quarters or Years

Weeks or Months

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Easy to use, easy to adapt

Role-based dashboards and
thousands of pre-defined metrics
Pre-built DW design, adapts to your
EDW
Pre-built business adapters for
Oracle, PeopleSoft, Siebel, SAP,
others

Hot-Pluggable
With Existing IT Investments
PORTALS

APPLICATIONS

DATA MINING

Any JSR 168 Portal

Oracle Data Mining,

SPSS, SAS

DESKTOP TOOLS

Oracle EBS, Siebel, SAP,

PeopleSoft, JD Edwards

Excel, Outlook,
Lotus Notes...

Oracle Enterprise Performance Management System

Oracle Business Intelligence Foundation
DATA ACCESS

SECURITY
Oracle Kerberos
iPlanet
MSFT AD
Novell
Custom
Others...

Oracle RDBMS
Oracle OLAP Option
Microsoft SQL Server
Microsoft Analysis Services
IBM DB2
Teradata
Essbase
SAP BW
XML, Excel, Text

DATA INTEGRATION
Oracle Data Integrator
(Sunopsis)
Oracle Warehouse
Builder
Informatica
Ascential
Others...

BI Applications - Business Content

Over 5,000 pre-defined assets
Application

Dashboards

Dashboard
Pages

Reports

Metrics

14

33

620

555

Marketing

27

124

501

Service

15

102

465

Contact Center

17

72

448

Finance

30

205

360

HR

16

76

138

Supply Chain
& Order Mgmt.

18

157

388

Procurement
& Spend

14

103

161

All Industry
Apps

44

147

1117

508

Total

88

317

2576

3524

Sales

Why Oracle BI Applications?

Pre-built Data ETL Integration with Oracle JDE,
Pre-designed DW for performance, pre-built data mapping for
Oracle JDE data tables
Pre-built Content Best practices KPIs, Dashboards,
Reports, Alerts for roles based accountability
Ability to drill down and drill through to Oracle JDE
Inherent user security management from Oracle JDE
JDE Version upgrades is easy. BI upgrades automatically
Not just monitoring, analysis is key to great business
decisions
With the BI foundation, easily extend the same business
intelligence to non-Oracle data sources
Faster Deployment, lower TCO and assured business value

Oracle BI Data Warehouse Business Adapter for

JDE E1 (Financial Analytics)

Support for JDE E1 8.12 and 9.0

Support for Full and Incremental Loads
(based on last ETL run and last changed
date on JDE E1 transaction)
Support for multiple JDE E1 instances
ETL written using Informatica
AP, AR, GL transactions are mapped
providing ability to view transactional detail

ta
Da e
I
s E
B
le hou r JD
c
e
a
Or War er fo
t
ap E1
d
A
Oracle BI
Applications
Data
Warehouse
(BAW)
JDE E1
Database
Instance

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features
or functionality described remains at the sole discretion of Oracle"