Oracle BI Applications Overview

About this Presentation
Audience: Finance and IT Executives, New or Existing

Customers, Partners
Speaker: Sales or Sales Consultants
Objectives:
Review of Oracles EPM Vision and Management Excellence

Introduction to BI Applications
Components and benefits of BI Applications
Customer examples
Speaking points are in the notes pages
Length: 55 slides
Authors: Mike Watschke, Erik Lindquist
Release date May 2009
Feedback please send any comments or suggestions
to the authors
Copyright 2009, Oracle and/or its affiliates. All rights reserved.
<Insert Picture Here>
Oracle Business Intelligence Applications:

Complete Solutions for Rapid BI Success
Presenters Name
Presenters Title
Agenda
Oracle BI Strategy
The critical need for BI Applications
Oracle BI Applications overview and
benefits
Product Strategy
Overview
Integrated Enterprise Performance Management
System
Unifies intelligence from Transaction, Business Intelligence,
and Financial Management Systems
To drive business performance improvement

Better strategy, better plans, better decisions, better results
with less cost & complexity
Oracles EPM Vision: Extend Operational

Excellence to Management Excellence
Competitive
Advantage
MANAGEMENT EXCELLENCE
OPERATIONAL EXCELLENCE
Time
6 6
Why Have BI Applications

Become So CRITICAL?
Business Intelligence Challenges
BUSINESS
IT
Lack visibility and insight into

performance, processes, and
customers
Poor alignment of decisions
and actions at all levels with
strategy and goals
Lack single, consistent view of
information
Time wasted gathering data to
manage and report
Backlog of report requests and

need to provide self-service
access to intelligence
Resource constraints inhibit
ability to broaden BI
deployment to meet demand
Complex IT environments
disparate data, applications,
and integration challenges
Push to reduce costs and
standardize tools
BI and Performance Management

Consistently the Top IT and Business Priorities
the most important technology in
2007 is Business Intelligence
FINANCES TOP AREA OF IMPORTANCE
Sources: CIO Insight, The Future of I.T.: What's on Top for 2007 and Beyond, January 16, 2007; IBM Business
Consulting Services, The Global CFO Study 2005
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
10
Building BI Solutions is Challenging

Significant Investment, Skills and Time Required
Develop detailed understanding of operational data sources
Design a data warehouse by subject area
License an ETL tool to move data from operational systems
to this DW
Build ETL programs for every data source
License interactive user access tools
Research/understand analytic needs of each user community
These steps require

multiple different BI
and DW technology
INVESTMENTS
These steps require IT

or BI staff resources
with specialized
SKILLS
Build analytics for each audience

License/create information delivery tools
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
These steps take TIME

to understand and
perfect as knowledge
of best practices is
learned
11
What Gartner is Saying
Through 2009 there will be a swing toward buying

pre-packaged analytic applications(0.7 probability)
Source: Business Intelligence Scenario: Pervasive BI, Gartner Symposium
ITxpo 2006
12
Oracle BI Applications
Overview and Benefits
13
Market-Leading BI Applications
EPM Workspace
BI APPLICATIONS
Performance Management
Applications
CRM Analytics
ERP Analytics
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS

Systems
Data Warehouse
Data Mart
Copyright 2008, Oracle and / or its affiliates. All rights reserved.
OLAP
SAP, Oracle, Siebel,

PeopleSoft, JDE, Custom
Excel
XML
Business
Process
Market-Leading BI Applications
EPM Workspace
BI APPLICATIONS
Performance Management
Applications
CRM Analytics
Sales | Service | Marketing
Contact Center | Loyalty | Price
ERP Analytics
Finance | Procurement | HR
Projects | Supply Chain
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS

Systems
Data Warehouse
Data Mart
Copyright 2008, Oracle and / or its affiliates. All rights reserved.
OLAP
SAP, Oracle, Siebel,

PeopleSoft, JDE, Custom
Excel
XML
Business
Process
Oracle BI Applications Suite

Complete, Prebuilt, Best Practice Analytics
CRM ANALYTICS
SERVICE &
CONTACT CENTER
SALES
MARKETING
Pipeline Analysis
Forecast Accuracy
Up-sell/Cross-sell
Cycle Times
Lead Conversion
Sales Team
Effectiveness
Campaign
Effectiveness
Customer Insight
Product Propensity
Market Basket
Analysis
Campaign ROI
Service
Effectiveness
Customer
Satisfaction
Resolution Rates
Service Rep
Efficiency
Service Cost
Service Trends
ERP ANALYTICS
FINANCIALS
General Ledger
Accounts
Receivable
Accounts Payable
Cash Flow
Profitability
Expense
Management
PROCUREMENT &
SPEND
Direct & Indirect
Spend
Buyer Productivity
Contract
Compliance
Supplier
Performance
Purchase Cycle
Time
Employee Expense
PRICE
LOYALTY
PROJECTS
Price Segments
Price Waterfall
Analysis
Deal Life Cycle
Deal Desk Analysis
Product Pricing
Performance
Member
Demographics
Program Revenue
Membership
Trends
Promotion
Effectiveness
Points Analysis
Project Funding
and Budget
Product Cost
Project Revenue
Project Billing
Project Profitability
SUPPLY CHAIN &

ORDER MGMT
Revenue &
Backlog
Inventory Analysis
Fulfillment Status
Customer Status
Order Cycle Time
BOM Analysis
HUMAN
RESOURCES
Employee
Productivity
Compensation
Talent
Management
Recruiting Analysis
Learning Analysis
Workforce Profile
ORACLE BI SUITE ENTERPRISE EDITION PLUS

SOURCE ADAPTERS:
AND OTHER OPERATIONAL

AND ANALYTIC SOURCES
Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, and
more
Add insight to CRM and
ERP applications
Easy to adapt and extend
Tight integration with OLTP
systems
Works with existing IT
environment
Fast time to value; Low
TCO
Over 2,000 customers
CRM Analytics
ERP Analytics
Sales
Financials
Service & Contact Center
Human Resources
Marketing
Procurement & Spend
Loyalty
Supply Chain & Order Mgmt
Price
Projects
Common Enterprise Information Model

Oracle BI Server
Other Data Sources
IVR, ACD, CTI
Hyperion
MS Excel
Syndicated
17
What is an Oracle BI Application?

1
Integrates Data for Analysis and Reporting

Pre-built integration of data from Oracle EBS, PeopleSoft, Siebel, JD Edwards,
SAP and other sources into an integrated data warehouse optimized for analysis
Provides User-Friendly Analytic Model of Enterprise Information and Metrics
Embedded best practice calculations, metrics, and KPIs
Easy for business people to access, analyze, and use the information
Delivers Personalized Performance Dashboards for Everyone
Thousands of pre-built dashboards, reports, and alerts by business function and
role
1
18
Built on an Open, Leading BI Foundation

Enables Flexibility, Extensibility, Standardization
Data
Integration
Ad-hoc
Analysis
Interactive
Dashboards
Essbase
Analytics
Reporting &
Publishing
Proactive
Detection
and Alerts
Disconnected
& Mobile
Analytics
MS Office
& Outlook
Integration

Integrated Security, User Management, Personalization
Multidimensional Calculation and Integration Engine
Intelligent Request Generation and Optimized Data Access Services
OLTP & ODS

Systems
Data Warehouse
Data Mart
Essbase
SAP, Oracle
PeopleSoft, Siebel,
JD Edwards, Custom
Apps
Files Excel
XML
Business
Process
19
Key Benefits of Oracle BI Applications

Insight
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
Alignment
Leverage
20
Sales Organizations Struggle to Use Data

and Intelligence to Increase Performance
KEY CHALLENGES
EXAMPLES
Lack of visibility into sales

performance & processes
Limited understanding of pipeline makeup and vulnerabilities

Poor forecast accuracy and guidance
Lack of sales coverage visibility
Limited understanding of shifts in competitive dynamics
Lack of customer insight

to sell most effectively
No comprehensive (360) view of customer relationship

Lack insight into customer profitability
Unable to identify customers with a propensity to churn
Limited information to effectively up/cross-sell
Unable to drive sales

process consistency and
best practices
Low/inconsistent adoption of SFA system by sales reps

Poor or inconsistent data quality
Unable to drive consistent sales process and compliance
Time wasted gathering

data to manage and report
Continued reliance on management-by-spreadsheet

Disparate sales reporting and poor internal distribution
Relevant data in multiple systems financial, CRM, etc.
No single source of the truth
22
Oracle Sales Analytics Provides Visibility and

Insight to Drive Optimal Sales Performance
SAMPLE METRICS
BENEFITS
Overall Performance
Employee Performance
Pipeline by sales stage

Forecast and actual sales vs.
quota
Rolling pipeline vs. historical
Forecast vs. pipeline
Worst/Expected/Best
Sales metrics by customer,
channel, product, rep, territory
Top new opportunities
Top Customers/Products
Process Effectiveness
Lead conversion rate

Lead follow-up time
Opportunity follow-up time
Opportunity to close ratio
Win/Loss rate
Average sales price
Average order discount
Average sales cycle
Best/Worst performing
Activities by employee
Discounting
Quota achievement
Competitive Dynamics
Win loss scorecard by

competitor
Win rate analysis by product
Won and lost revenue
Reasons for losses
Customer Insight
Customer profitability
Customer history service
requests, marketing activity
Best offers
Customer retention rate
Payment history/delinquency
Order fulfillment
Product availability
More timely, informed

decisions at all levels of
the sales organization to
affect current quarter
outcomes
More quickly spot
opportunities and threats
Improve forecast
accuracy
Better manage sales
performance
Deepen customer
relationships
Improve cross-selling
Identify and replicate
best practices
23
Improve Sales Productivity

Leading discount brokerage firm. Initially deployed Oracle
BI Sales Analytics for 200 users in 10 weeks. Now
expanded to 1,700+ financial consultants.
BEFORE
AFTER
Lack of actionable intelligence

resulted in missed opportunities
5-9% of analytics-driven sales alerts

result in new business opportunities
Too much time spent gathering

and formatting sales data
2,400 hours of unproductive work

saved per week
Poor visibility into integrated sales

performance
First forward-looking view of sales

pipeline
Consistent metrics for sales
performance management
Improved sales productivity and
stronger value-based customer
relationships
24

Insight
Alignment
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
Leverage
25
Operational Challenges
Analyses, Reports
Executives
Sales
Marketing
Operations
Sales
Data
Marketing
Data
Operations Operations
Data 1
Data N
IT
Finance
Data 1
Finance
Data N
Data
Warehouse
Delayed, inaccurate reporting

Conflicting, departmentally-biased results
Finance
Cross-functional analysis only by IT

Sub-optimal enterprise performance
26
Procurement
Operations
Finance
HR/Workforce
Customers
Marketing
Sales
Customers
Service
Customers
Distribution
Valuable Insights Often Require Data from

Multiple Departments and Sources
Suppliers
Suppliers
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?
27
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
28

Single Consistent View and User Self-Sufficiency
PRESENTATION LAYER
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
PHYSICAL LAYER
Map Physical Data

Connections
Schema
Model Once, Deploy Everywhere
Across Any Data Sources
29
Holistic View of Customer Information

Enables Alignment of Marketing and Service
Worlds 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
AFTER
No centralized customer view
Companywide, holistic view of

information by customer, household and
asset
Multiple silo-ed 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
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. Thomas Mender, Whirlpool Corporation
30
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
31
Best Practice Analytic Workflows

Example: Financial Analytics
Business
Objectives/
Issues
Maximize cash flow
Is DSO on target?
Gain
Insights
Is overdue balances
trending up?
Are payment terms

in compliance?
How long is the

underlying overdue
balance pending?
What is the aging of

due balances?
Who are the customers

and collectors?
Drill to due
balances by region
Drill to
overdue invoice detail
Take
Action
Is DPO on target?
Business Function
Receivables
Role
Director, Credits &
Collections
Objectives
Maximize cash flow
Control risk of receivables
portfolio
Target collection
efforts to reduce
overdue balances
32
Best Practice Analytic Workflows

Example: Financial Analytics
Business
Objectives/
Issues
Maximize cash flow
Is DSO on target?
Is overdue balances
trending up?
Gain
Insights
Drill to
Detail
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
33

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
34
The Problem No Vendor Has Solved

Until Now
COMPLETE BI SOLUTIONS ARE MUCH MORE THAN JUST DASHBOARDS
DASHBOARDS
Visible
PLUMBING
Under the
Surface
Significant time,
resources and
expertise required
Data warehouse
design
Data mapping &
transformation
from multiple
applications
Analytic models,
KPIs, metrics
Much more
35
Example: Service and Contact Center Analytics

1 Pre-built warehouse with 15 star-schemas
designed for analysis and reporting on
service and contact center data
2 Pre-built ETL to extract data from over

3,000 operational tables and load it into the
DW, sourced from CRM systems, call
center telephony middleware and other
sources
3 Pre-mapped metadata defining real-time

access to analytical and operational
sources, best practice calculations, and
metrics for customer service and contact
center
Presentation layer
Logical business
model
Physical sources
4 A best practice library of over 150

pre-built role-based intelligence
dashboards, reports and alerts for service
and contact center agents, managers and
executives
36
BI Applications Business Content

Deep Coverage Across the Board
Metadata Element
Number
Fact Tables
370
Dimension Tables
595
Dimensional Attributes
(a.k.a. Data Elements)
Total Logical Metrics
17700
8200
Base metrics
4000
Derived Metrics
4200
Dashboards
109
Dashboard Pages
430
Reports
ORACLE CONFIDENTIAL
3250
37
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
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
Weeks or Months
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
38
Oracle is Uniquely Qualified

Technology + Business Process Expertise + SCALE
#1
275,000
Customers
Database
Fastest Growing Middleware
Business Analytics
Human Capital Management
Supply Chain Management
CRM
Retail
Financial Services
Public Sector
Customer Support
39
1250 Users, 400 Reports, 3 Months, 1 IT Admin

Pitney Bowes is the worlds largest producer of postage
meters. Implemented Oracle BI Applications (sales, service,
and marketing analytics) to over 1,250 employees.
BEFORE
AFTER
Poor measurement of employee

performance in sales and service
Turned the tides in sales force with

better insight into performance
Lack of customer insight no

consistent, real-time view
Enhanced sales productivity with 360

view of customer relationship
Slow Customer Inquiry Response

Time
Increased customer responsiveness,

leading to greater satisfaction/retention
No single source of customer data for

segmentation
Unified customer data for better

marketing segmentation and targeting
High reliance on IT for information
Customer-facing employees empowered

with the information they need
40
Integration Becoming Imperative

Increases BI Valueand BI Solution Requirements
The Next Level of
Performance Optimization
THE #1 BI VENDOR CRITERIA

Ability to Integrate with Existing Applications
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.
Source: Software Macro-Trends: Reshaping

Enterprise Software - Sep 2005
Source: InformationWeek
41
Unrivaled Integration with Oracle Apps

Extends BI Value. Lowers TCO.
ACTION LINKS INSIGHT TO ACTION
INTEGRATED SECURITY
Seamless navigation from analytical

information to transactional detail
One login. Right content for each user.
Data
Security
User
Security
Object
Security
INTEGRATED WORKFLOW
INTEGRATED WITH PLANNING AND EPMS
Intelligence-driven business processes
View performance in-context with budgets

and plans
BPEL, ESB
Oracle BI
42
Hot Pluggable with Existing IT Investments

PORTALS
DATA MINING
Any JSR 168 Portal
APPLICATIONS
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
SECURITY
DATA ACCESS
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
DATA INTEGRATION
Oracle Data Integrator
(Sunopsis)
Oracle Warehouse Builder
Informatica
Ascential
Others...
43
Oracle BI Applications Key Benefits

KEY BENEFITS
Improve visibility and
insight into
performance,
processes, and
customers
Compare operational results to plans in real-time

Quickly identify and respond to problems & opportunities
Drive revenue and profit growth with better targeting
Increase customer profitability and share of wallet
Align strategy and

tactics across
functions
Manage and execute at all levels based on common view

of information and common performance metrics
Improve efficiency and reduce costs while maintaining
good product quality and customer satisfaction
Identify and replicate operational best practices
Leverage existing data,

applications, and IT
staff
Add value and insight to CRM and ERP applications

Get faster time-to-value with lower cost and risk
Lower the total cost of ownership compared to custom
built solutions
44
Business Intelligence Customers

Select References
COMMUNICATIONS
AUTOMOTIVE
FINANCE/BANKING
CONSUMER GOODS
HIGH TECH
MEDIA/ENERGY
AERO/INDUSTRIAL
INSURANCE/HEALTH
LIFE SCIENCES
OTHER
45
Why Oracle for Business

Intelligence?
46
Leader in Market Share
MARKET SEGMENT
Business Analytics (Total BI/DW Tools + Apps)
Business Analytics Tools
Data Warehousing Tools
Analytic Applications (Total)
Financial and BPM Analytic Applications
CRM Analytic Applications
ORACLE
POSITION
#1
#1
#1
#1
#1
#1
Source: IDC; includes Hyperion
47
Oracle Positioned in Leaders Quadrants

Magic Quadrant for
Business Intelligence
Platforms, 2008
Magic Quadrant for

CPM Suites, 2007
Magic Quadrant for

Data Warehouse Database
Management Systems, 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
48
Now the #1 Preferred BI Vendor

InformationWeek Survey of IT Professionals
Source: InformationWeek
49
50
Q&
A
51
Appendix
52
BI Standardization Challenges Solved

CUSTOMER CHALLENGES
ORACLE VALUE
Fragmented view
Single view, 14 TB across 3 systems
Unintuitive
7,000 out of 7,400 employees use
Data latency
Real-time global view 500 top

execs
Expensive to maintain
400 dashboards, 1,250 users, 1

admin
Slow deployments
3,000+ users live in 3.5 months
Limited scalability
1,000,000+ users on 15 TB of data
ROI
500%; $30M savings
53
Optimize CRM Processes and Performance

Pitney Bowes is the worlds largest producer of postage
meters. Implemented Oracle BI Applications (Sales, Service,
and Marketing Analytics) to over 1,250 employees.
BEFORE
AFTER
Poor measurement of employee

performance in sales and service
Turned the tides in sales force with

better insight into performance
Lack of customer insight no

consistent, real-time view
Enhanced sales productivity with 360

view of customer relationship
Slow Customer Inquiry Response

Time
Increased customer responsiveness,

leading to greater satisfaction/retention
No single source of customer data for

segmentation
Unified customer data for better

marketing segmentation and targeting
High reliance on IT for information
Customer-facing employees empowered

with the information they need
One of the most important values of Oracles BI solution is its TCO. We created 400 reports used by
1,250 users with a staff of one within a few monthsthat is very cost effective.
William Duffy, Data Warehousing Project Manager
54
Drive Corporate Financial Performance

American Power Conversion (APC) is a $2 billion producer of
uninterruptible power supplies. Deployed full source to
dashboard Financial Analytics in matter of weeks on top of
Oracle EBS, including GL, profitability, AR, and AP dashboards.
BEFORE
AFTER
Unable to achieve timely visibility

into financial data for execs and
managers
Up-to-date, reliable source of

financial truth for effective decision
making
Lack of data and information

quality: Garbage in, Garbage out
Better visibility into business

processes
Time and effort to manually gather

data from Excel spreadsheets and
other data sources
Ability to go from global view to

detail view in 4 mouse clicks
Proactively track and manage key

drivers of revenue, cost, and
shareholder value
55
Improve Sales Productivity

Leading discount brokerage firm. Initially deployed Oracle
BI Sales Analytics for 200 users in 10 weeks. Now
expanded to 1,700+ financial consultants.
BEFORE
AFTER
Lack of actionable intelligence

resulted in missed opportunities
5-9% of analytics-driven sales alerts

result in new business opportunities
Too much time spent gathering

and formatting sales data
2,400 hours of unproductive work

saved per week
Poor visibility into integrated sales

performance
First forward-looking view of sales

pipeline
Consistent metrics for sales
performance management
Improved sales productivity and
stronger value-based customer
relationships
56
Drive More Profitable Customer Relationships

Worlds 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
AFTER
No centralized customer view
Companywide, holistic view of

information by customer, household and
asset
Multiple siloed customer data sources

hampered marketing abilities
Slow time-to-market with marketing
campaigns despite millions spend on
ouside vendors
Call center unable to effectively use
customer data to enhance service or
capitalize on sales opportunities
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. Thomas Mender, Whirlpool Corporation
57
Built on an Open, Leading BI Foundation

Enables Flexibility, Extensibility, Standardization
Oracle BI Suite Enterprise Edition Plus
Interactive
Dashboards
Ad hoc
Analysis
Proactive
Detection
and Alerts
Microsoft
Office
Reporting & Publishing

BI Publisher
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis

Oracle BI Server
Set
Goals
Plan
Insight
Performance
Action
Report
Monitor
Align
Analyze
OLTP & ODS

Systems
Data
Warehouse
Data Mart
SAP, Oracle
PeopleSoft, Siebel,
JD Edwards,
Custom Apps
Files
Excel
XML
Business
Process
Financial
Performance
Management
Applications
Hyperion
Essbase
58

Leverage Model Once, Deploy Everywhere
BENEFITS
Information
consistency
Information
availability
Eliminates data
silos
Increased user
adoption
Greater Leverage
in IT
Business Processes
Microsoft Office
Disconnected Analytics
Interactive Dashboards
Proactive Alerts
Formatted Reports
Ad Hoc Analysis
Oracle BI EE Server
59
No Compromise Build, Buy, or Both

Standardize on Common World-Class BI Foundation
Benefit from pre-built
BI Apps
Standardize on
leading BI foundation
Across all data
sources and users
Maintain flexibility to
buy, extend, or build
custom
Viable enterprise BI
strategy
Sales
Supply Chain
& Order Mgmt
Custom App
Custom App
Service
Financials
Custom App
Custom App
Marketing
Human
Resources
Custom App
Custom App
Contact
Center
Procurement
& Spend
Custom App
Custom App
Oracle BI Suite Enterprise Edition

Set
Goals
AlignInsightPlan
Performance
ReportAction
Monitor
Analyze
OLTP &
ODS
Systems
Custom-built BI apps
Data
Warehouse
Data Mart
SAP, Oracle
PeopleSoft,
Siebel, JD
Edwards
Custom Apps
Files
Excel
XML
Business
Process
Financial
Performance
Management
Applications
Hyperion
Essbase
60
Gartner: Magic Quadrant for Business Intelligence

Platforms, 2008
The Magic Quadrant is copyrighted 1 February 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.
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.
Source: Gartner, Inc., Magic Quadrant for Business
Intelligence Platforms, 2008 by James Richardson,
Kurt Schlegel, Bill Hostmann, Neil McMurchy,
1 February 2008.
61
Embedded Best Practices by Role

Delivers More Relevant and Actionable Insight
Example: Service and Contact Center Analytics Key Questions
Optimizing Service for Competitive Advantage
Service
Executives
How have marketing campaigns

affected average handle time?
How can I reduce staffing costs without
affecting satisfaction?
How well do we segment and service

profitable and unprofitable customers?
How can we profile unprofitable
customers and make them profitable?
Better Staff Management Single Operations Cockpit
Service
Managers
Are customers satisfied with the level of

service?
How are my staffing levels in relation to
contact volumes?
How can I improve agent turnover and
training?
Who are my best rescue agents?

How do I cross train other agents?
Optimal Agent performance Balanced Scorecards

Customer
Service
Agents
What is my average handle time?

What is my one-and-done rate?
Bottom Line Impact
Which products/services does this

customer have? What should I offer?
Is this customer profitable? Is he/she
likely to be in the future?
Top Line Impact
62
Customer-Centric Contact to Cash
Create Segments
Manage Lists
Service Customer
Collect Payment
Execute Campaigns
Invoice Order
Generate Lead
Customers
Ship Order
Drive Opportunity
Close Opportunity
Book Order
Create Order
63
Customer-Centric Contact to Cash
Marketing
Marketing
Contact
Center
Marketing
Financials
Sales
Order Mgmt
Customers
Sales
Order Mgmt
Sales
Order Mgmt
Order Capture
64
65
66

Oracle BI Applications Overview

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Oracle BI Applications Overview

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About this Presentation

Audience: Finance and IT Executives, New or Existing

Review of Oracles EPM Vision and Management Excellence

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

<Insert Picture Here>

Oracle Business Intelligence Applications:

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

To drive business performance improvement

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Oracles EPM Vision: Extend Operational

Why Have BI Applications

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Business Intelligence Challenges

Lack visibility and insight into

Backlog of report requests and

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

BI and Performance Management

FINANCES TOP AREA OF IMPORTANCE

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Business Intelligence Drives Increased

Service & Contact Center Analytics

Supply Chain & Procurement Analytics

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Building BI Solutions is Challenging

These steps require

These steps require IT

Build analytics for each audience

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

These steps take TIME

What Gartner is Saying

Through 2009 there will be a swing toward buying

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Business Intelligence Foundation

OLTP & ODS

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

SAP, Oracle, Siebel,

Business Intelligence Foundation

OLTP & ODS

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

SAP, Oracle, Siebel,

Oracle BI Applications Suite

SUPPLY CHAIN &

ORACLE BI SUITE ENTERPRISE EDITION PLUS

AND OTHER OPERATIONAL

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Service & Contact Center

Procurement & Spend

Supply Chain & Order Mgmt

Common Enterprise Information Model

What is an Oracle BI Application?

Integrates Data for Analysis and Reporting

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Built on an Open, Leading BI Foundation

Common Enterprise Information Model

OLTP & ODS

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

Key Benefits of Oracle BI Applications

Sales Organizations Struggle to Use Data

Lack of visibility into sales

Limited understanding of pipeline makeup and vulnerabilities

Lack of customer insight

No comprehensive (360) view of customer relationship