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Oracle Business Intelligence Enterprise Edition for PeopleSoft

Enterprise Performance Management Warehouse

Carrie Lukatch Jag Vasudevan

Director, BI Applications Strategy Sr. Director, BI Applications Strategy
 "The presentation may include statements about Oracle's product development
plans. Many factors can materially affect Oracle's Product development plans and
the nature and timing of future product releases. Accordingly, this information is
provided to you solely for information only, 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 remains at the sole discretion of Oracle. This information
may not be incorporated into any contractual agreement with Oracle or its
subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to
this information."
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Our Mission

Making our software a source of

continual competitive advantage for
our customers
Better Information
Better Results
 Agenda

• Our Approach to Business Intelligence Applications

• EPM Overview

• Extending the Value of EPM with the Fusion BI

Platform

• Demo
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Our Approach to Business

Intelligence Applications
 Our Approach to BI Applications

Pre-Build Applications to reduce complexity and TCO

1 for our customers

2 Extend Applications with Best in Class Technology

3 Integrate BI Applications with ERP

Pre-Built BI Applications from Oracle
1
Reduce Complexity

DASHBOARDS
• “Visible”

“PLUMBING”
• “Under the Surface”
• Mappings to multiple applications
and data transformation all take
expertise and time

DELIVER BETTER INSIGHT TO CUSTOMERS’ MULTI-APPLICATION

ENVIRONMENTS
 Pre-Defined Analytic Applications
Highest Value at Lowest TCO 1

Build from Scratch Oracle

with Traditional BI Tools BI Applications Oracle BI Apps Benefits:
1. Pre-Integrated
Training &
Roll-out 2. Pre-Built Content
3. Oracle Application Lab
Define Metrics  Faster deployment Certified
& 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 Prebuilt ETL Business Adapters for
Tailoring
Siebel, Oracle, PeopleSoft, SAP, others
Quarters or Years Weeks or months
Market Trend: Standardizing on BI
2
Applications and Tools
 Enhancing Analytic Applications 2
Oracle BI Enterprise Edition: Leading Technology

Oracle BI Suite Enterprise Edition

Interactive Reporting & Ad-hoc Proactive Disconnected MS Office
Dashboards Publishing Analysis Detection Analytics Plug-in Advantages:
and Alerts
Consolidate and
standardize BI tools
Seamless user
Simplified Business Model and Abstraction Layer experience across
Intelligent Caching Services products
Oracle
BI Server Multidimensional Calculation and Integration Engine Unified metadata
Intelligent Request Generation and Optimized Data Access Services and shared
services

OLTP & ODS Data Warehouse SAP, Oracle Files Business

Systems Data Mart PeopleSoft, Siebel, Excel Process
Custom Apps XML
Integrate BI Applications with ERP
3

• Integrated with Technology

 Built to Work with OBIEE and Fusion Middleware
• Integrated with ERP Systems
 Navigation, Security, Drill Backs, Action Links
• Integrated with Business Processes
 Embed Analytics into Transactions
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EPM Overview
 What is PeopleSoft EPM?
Processed
Information
OLAP Scorecard Portal Web Services

PeopleSoft
Performance Management CPM Applications
Legacy
Systems
Warehouse

Non-PeopleSoft
Systems

Raw Data
EPM Foundation

• Pre-packaged BI Applications for PeopleSoft & JD Edwards

Customers
• Delivered with Oracle Applications Certified Integrations to
PeopleSoft 8.4, 8.8 and 8.9 and 9.0
 PeopleSoft EPM Evolution – Mature Product
Line

Shipped EPM Shipped CRM Completed Lowered TCO and

With And SCM Scope of Moved Towards
Core Engines & Analytics Comprehensive Next Generation
Foundation Functional Performance Management
EPM

1997 1998 1999 2000 2001 2002 2003 2005

Announced EPM EPM 8.0 with Introduced Launched EPM for

with With Concept of Industries based
Enterprise Enterprise Scorecard Embedded on FSI Success
Warehouse FSI Suite Analytics
Activity-Based HCM Analytics Integrated JDE onto EPM
Mgmt Platform
 Components of the EPM Solution

MAPS MODELS DASHBOARDS

• 3500+ Predefined • 16 predefined data • 1200+ Predefined
ETL maps marts business metrics
• 250+ Predefined reports

EPM Foundation
PSFT EPM Warehouses and Datamarts
Comprehensive Packaged Content for PS Enterprise
and JD Edwards Customers
Performance Management Warehouse

Customer
Financials HCM Supply Chain
Relationship
Warehouse Warehouse Warehouse
Management

6 Data Marts 4 Data Marts 6 Data Marts 4 Data Marts

• Advanced Cost • Compensation • Fulfillment & Billing • Marketing
Accounting • Learning & • Inventory • Service
• ESA Development • Manufacturing • Sales
• GL & Profitability • Recruiting • Procurement • Customer
• Accounts Payable • Workforce Profile • Spend Segmentation
• Real Estate • Supply Chain
• Accounts Receivable Planning

• Pre-packaged Content:
• Maps: Thousands of ETL maps
• Models: Star Schema, Thousands of conformed dimensions, Thousands of fact columns
• Metrics: Prepackaged reporting metadata
• Buy & Extend Value Proposition
• It is cheaper to buy a packaged data mart & extend it, than to purchase tools to build and
maintain a custom warehouse
PS Financial Warehouse 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

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.

Receivable 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 Sales Analytics, it enables more efficient
management of the entire Lead to Cash process.
PS HCM Warehouse Analytics
Driving Return on Human Capital Investment

Compensation
Increase performance of organization by understanding and leveraging pay
and performance relationship. Decrease costly compensation errors.

Recruiting
Increase recruiting effectiveness and reduce
recruiting cost through strategic source analysis,
expense monitoring and applicant tracking.

Workforce Profile
Proactively monitor workforce trends and retention. Objectively assess
HR organization’s performance on periodic basis. Drive HR strategic
alignment to business and quantify return on HR investment. Reduce
compliance reporting cost.
PS Supply Chain Warehouse Analytics
Complete solution for entire supply side operation

Order Management, Fulfillment and Billing

Track status of orders, fulfillment and cycle times for order to cash business
processes and performance of fulfillment to promise dates and fulfillment
dates.

Procurement and Spend Management

Understand and track procurement operations
performance. Analyze commodity and supplier spend,
decrease costs, procurement cycle times, minimize
working capital.

Inventory
Incorporate analysis of the inventory held by an organization, bill of
materials, inventory movements in, out and through production or storage
location, and better understand customer and supplier returns. Optimized
Inventory levels, maximize customer sales through product availability.
Manufacturing
Track shop floor planning and execution performance,
identify bottlenecks on the shop floor and perform
detailed analysis of manufacturing costs and cost
variances and track resource utilization.
New in EPM 9.0: Campus Solutions
Warehouse and Datamarts
Student Records
• Enrollment info & reporting such as average class
size, grade distribution, and graduation eligibility
• Course catalog and definitions

Admissions & Recruiting

• Recruiting / admission lifecycle reporting & analytics
• Sample reports include monitoring of applicants,
applications, and interested programs
Campus
Solutions Student Financials
Warehouse • Reconcile student financial data and financial aid
data with award information
• Support financial aid reporting and Student
Financial transaction reports
PS Campus Solutions Warehouse Analytics
Complete solution for higher education

Admissions and Recruiting

Prospect count, Yield (prospects to applicants; applicants to admits; admits to
enrollees), Applicant Count, Application Count, Offers of Admission Count
Admission Rate, Average High School Rank, Average Scores
Transfer Count

Student Records
Student Full Time Equivalent count, Enrollment count,
Completion count, Average GPA, Percentage of FT faculty
to FT students, Time to graduate, Returning Student Rate
Graduation Rate, Student to Faculty Ratio

Student Financials
Average award, Average award package, Average Family Contribution
Student Count, Average Tuition, Average Outstanding Balance
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Extending the Value of EPM

 PeopleSoft EPM 9.0:
New Certification with Oracle BI Enterprise Edition

• Dashboard Templates
• Security Bridge
• Seamless Integration between Enterprise Apps & Analytics
• Enterprise Information Model

Value Proposition: End-to-End Solution from Oracle—

Multi-Source, Enterprise Wide Model of EPM
 Oracle BI EE for Peoplesoft EPM
Controller, CFO,
Line
Financial VP of
Managers
Manager Finance

Repository based on
underlying EPM data
Interactive
Dashboards
Ad-Hoc
Analytics
Embedded
analytics
model
UNIFIED • Consistent data across BI
UNIFIEDSEMANTIC
SEMANTICMODEL
MODEL and CPM
Performance Management • Security definitions
Applications

Integrated
• End-to-end Oracle
solution
Enterprise Warehouse

Data Integration
Pre-packaged dashboards
Prepackaged and open
• Low TCO
PeopleSoft
Enterprise
JDE/World Legacy External
data integration from
virtually any source
• extensible
 Pre-Packaged Repository Scope
Financials Intelligence
• Payables
• Receivables
• GL & Profitability
• Enterprise Service Automation
• Real Estate
• Advanced Cost Accounting
Supply Chain Intelligence
• Fulfillment and Billing
• Inventory
• Manufacturing
• Supply Chain Planning

Procurement Intelligence
• Procurement
• Spend Management

Human Resources Intelligence

• Workforce Profile
• Compensation
Campus Solutions Intelligence • Learning & Development
• Student Records • Recruiting
• Admissions and Recruiting
• Student Financials

Not a Commitment to Deliver—Subject to Change

Role Based Dashboards
•• How
Howwell
wellare
arewe
wemeeting
meetingour our
financial goals and increasing
financial goals and increasing
shareholder
shareholdervalue?
value?
CFO •• How
Howcan
canI Iget
getearly
earlywarnings
warnings
about
about revenue missesso
revenue misses soI Ican
can
manage costs and still make
manage costs and still make
earnings?
earnings?

•• How
Howcan
canI Ireduce
reducethe
thetime
timeitit
takes
takesto
togenerate
generateperiodic
periodic
financial
financial statementsand
statements and
Controller reports?
reports?
•• What
Whatisisour
ourcash
cashflow
flowcycle
cycle
and average DSO?
and average DSO?

•• How
Howisismy
mydepartment
department
performing
performing againstplanned
against planned
budget/forecast?
Line Manager budget/forecast?
•• What
Whatoperating
operatingexpenses
expensesare
are
over budget?
over budget?
 Guided Analytics

Late to
Request
• Beyond just KPIs or 20%
On-time to
metrics How Late? Promise?
• Easy navigations for
root cause analysis Date
Which Items?

Late to Meets
• Conditional or event- Variance
Promise Promise
Curve
based action links 23% 77%

On-time to
Stock- Schedule
Out Late to Meets
Trends Schedule Schedule
3% 97%
 Pre-Integrated For Embedded BI

Embedded, In-context,
reports and graphs to
promote action within
transactional workflows
Guided drilldown

Summary & Trends

Detail Information

Actual Transactions
 Ad-hoc Query Capability

• EPM Data Marts available

for Ad-hoc analysis
• New Calculated Fields
• Available within Market
Leading BI Toolset
• Easy to use Charting tool
• Formatting
• Widgets
• Highlighting
• Multi-language
 Guided Navigation & Action Links
• Analytic Workflows
• Guided Navigation and Conditional Navigation links
• Checks for specific conditions and displays (or not) a dashboard section,
or a navigational link to either a report or a dashboard

• Action Links
• Direct navigation from record to transactional while maintaining context
 Integrated Security
• Launch Enterprise
dashboard from
Application
Navigator
• Shared
responsibilities
between
Peoplesoft
Enterprise, EPM &
OBIEE
• Sign in only once
in Enterprise
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Demo
Q&
A
 For More Information

Related Sessions:
S282029 EPM 9 Overview: Mon 10/23/2006; 4:45 PM - 5:45 PM; 3009 & 3011 West

S282054 EPM Tech Overview: Thu 10/26/2006; 8 AM - 9 AM; 3003 West

S282058 EPM Supply Chain Warehouse: Thu 10/26/2006; 2 PM - 3 PM; 3005 West

S282057 EPM Financial Warehouse: Thu 10/26/2006; 330 PM - 430 PM; 3003 West

Carrie.lukatch@oracle.com
Jag.vasudevan@oracle.com