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About this Presentation

• Audience: Finance and IT Executives, New or Existing


Customers, Partners
• Speaker: Sales or Sales Consultants
• Objectives:
• Review of Oracle’s 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. 2
<Insert Picture Here>

Oracle Business Intelligence Applications:


Complete Solutions for Rapid BI Success
Presenter’s Name
Presenter’s Title
Agenda

• Oracle BI Strategy
• The critical need for BI Applications
• Oracle BI Applications overview and
benefits

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 4


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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 5


Oracle’s EPM Vision: Extend Operational
Excellence to Management Excellence

•Competitive
Advantage

•MANAGEMENT EXCELLENCE

•OPERATIONAL EXCELLENCE

•Time

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. •6 6


Why Have BI Applications
Become So CRITICAL?

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 7


Business Intelligence Challenges

BUSINESS IT

• Lack visibility and insight into • Backlog of report requests and


performance, processes, and need to provide self-service
customers access to intelligence
• Poor alignment of decisions and • Resource constraints inhibit
actions at all levels with strategy ability to broaden BI deployment
and goals to meet demand
• Lack single, consistent view of • Complex IT environments –
information disparate data, applications, and
• Time wasted gathering data to integration challenges
manage and report • Push to reduce costs and
standardize tools

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 8


BI and Performance Management
Consistently the Top IT and Business Priorities
“… the most important technology in
2007 is Business Intelligence”
FINANCE’S 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”

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 9


Business Intelligence Drives Increased
Effectiveness in Every Business Function
…But Few Organizations have Achieved Such Pervasive BI. Why?
Sales Analytics Financial Analytics
Improve pipeline Always understand
visibility, forecast financial condition
accuracy and sales and drivers of cost
effectiveness and profitability

Service & Contact Center Analytics Supply Chain & Procurement Analytics
Optimize service Optimize spend,
processes, reduce overall supplier
costs, retain and grow performance, and
customers inventory levels

Marketing Analytics HR Analytics


Optimize campaign Retain talent, manage
execution, results, comp costs, increase
and ROI productivity

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 10


Building BI Solutions is Challenging
Significant Investment, Skills and Time Required

Develop detailed understanding of operational data sources


These steps require
Design a data warehouse by subject area multiple different BI and
DW technology
License an ETL tool to move data from operational systems INVESTMENTS
to this DW
Build ETL programs for every data source
These steps require IT
License interactive user access tools or BI staff resources
Research/understand analytic needs of each user community with specialized SKILLS

Build analytics for each audience


License/create information delivery tools
These steps take TIME
Set up user security & visibility rules to understand and
perfect as knowledge of
Perform QA & performance testing best practices is learned
Manage on-going changes/upgrades

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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 12


Oracle BI Applications
Overview and Benefits

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 13


Market-Leading BI Applications

EPM Workspace
BI APPLICATIONS
Performance Management
Applications CRM Analytics ERP Analytics

Business Intelligence Foundation

Fusion Middleware

OLTP & ODS Data Warehouse OLAP SAP, Oracle, Siebel, Excel Business
Systems Data Mart PeopleSoft, JDE, Custom XML Process

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


Market-Leading BI Applications

EPM Workspace
BI APPLICATIONS
Performance Management
CRM Analytics ERP Analytics
Applications Sales | Service | Marketing Finance | Procurement | HR
Contact Center | Loyalty | Price Projects | Supply Chain

Business Intelligence Foundation

Fusion Middleware

OLTP & ODS Data Warehouse OLAP SAP, Oracle, Siebel, Excel Business
Systems Data Mart PeopleSoft, JDE, Custom XML Process

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


Oracle BI Applications Suite
Complete, Prebuilt, Best Practice Analytics
CRM ANALYTICS ERP ANALYTICS
SALES MARKETING SERVICE & FINANCIALS PROCUREMENT & SUPPLY CHAIN &
CONTACT CENTER SPEND ORDER MGMT

• Pipeline Analysis • Campaign • Service • General Ledger • Direct & Indirect • Revenue & Backlog
• Forecast Accuracy Effectiveness Effectiveness • Accounts Spend • Inventory Analysis
• Customer Insight • Customer Receivable • Buyer Productivity
• Up-sell/Cross-sell Satisfaction • Contract Compliance • Fulfillment Status
• Cycle Times • Product Propensity • Accounts Payable • Customer Status
• Resolution Rates • Supplier
• Lead Conversion • Market Basket • Service Rep • Cash Flow Performance • Order Cycle Time
Analysis Efficiency • Profitability • Purchase Cycle
• Sales Team Time • BOM Analysis
Effectiveness • Campaign ROI • Service Cost • Expense
• Service Trends Management • Employee Expense

PRICE LOYALTY PROJECTS HUMAN


RESOURCES

• Price Segments • Member • Project Funding and • Employee


• Price Waterfall Demographics Budget Productivity
Analysis • Program Revenue • Product Cost • Compensation
• Deal Life Cycle • Membership Trends • Project Revenue • Talent Management
• Deal Desk Analysis • Promotion • Project Billing • Recruiting Analysis
• Product Pricing Effectiveness • Project Profitability • Learning Analysis
Performance • Points Analysis • Workforce Profile

ORACLE BI SUITE ENTERPRISE EDITION PLUS


AND OTHER OPERATIONAL
SOURCE ADAPTERS:
AND ANALYTIC SOURCES
Oracle BI Applications
Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, and
more

• Add insight to CRM and


ERP applications CRM Analytics ERP Analytics
Sales Financials
• Easy to adapt and extend Service & Contact Center Human Resources
• Tight integration with Marketing Procurement & Spend

OLTP systems Loyalty Supply Chain & Order Mgmt


Price Projects
• Works with existing IT
environment Common Enterprise Information Model
• Fast time to value; Low Oracle BI Server
TCO Other Data Sources
IVR, ACD, CTI
• Over 2,000 customers Hyperion
MS Excel
Syndicated

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

2
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

3
Delivers Personalized Performance Dashboards for Everyone
• Thousands of pre-built dashboards, reports, and alerts by business function and
role

1 2 3

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 18


Built on an Open, Leading BI Foundation
Enables Flexibility, Extensibility, Standardization

Data Ad-hoc Interactive Essbase Reporting & Proactive Disconnected MS Office


Integration Analysis Dashboards Analytics Publishing Detection & Mobile & Outlook
and Alerts Analytics Integration

Common Enterprise Information Model


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

SAP, Oracle Files Excel Business


OLTP & ODS Data Warehouse PeopleSoft, Siebel, XML Process
Systems Data Mart Essbase
JD Edwards, Custom
Apps

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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 20


[INSERT RELEVANT BI APPLICATION
“CHALLENGES, SOLUTION, BENEFITS” SLIDES]

SALES ANALYTICS PROVIDED AS AN EXAMPLE

SEE SALES KIT FOR ADDITIONAL EXAMPLES

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 21


Sales Organizations Struggle to Use Data
and Intelligence to Increase Performance
KEY CHALLENGES EXAMPLES
Lack of visibility into sales • Limited understanding of pipeline makeup and vulnerabilities
performance & processes • Poor forecast accuracy and guidance
• Lack of sales coverage visibility
• Limited understanding of shifts in competitive dynamics
Lack of customer insight to • No comprehensive (360°) view of customer relationship
sell most effectively • 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 • Low/inconsistent adoption of SFA system by sales reps
process consistency and • Poor or inconsistent data quality
best practices • Unable to drive consistent sales process and compliance
Time wasted gathering data • Continued reliance on management-by-spreadsheet
to manage and report • Disparate sales reporting and poor internal distribution
• Relevant data in multiple systems – financial, CRM, etc.
• No single source of the truth

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 22


Oracle Sales Analytics Provides Visibility and
Insight to Drive Optimal Sales Performance
SAMPLE METRICS BENEFITS
Overall Performance Employee Performance • More timely, informed
• Pipeline by sales stage • Best/Worst performing decisions at all levels of
• Forecast and actual sales vs. • Activities by employee the sales organization to
quota affect current quarter
• Discounting
• Rolling pipeline vs. historical
• Quota achievement outcomes
• Forecast vs. pipeline
• Worst/Expected/Best Competitive Dynamics • More quickly spot
• Sales metrics by customer, • Win loss scorecard by opportunities and threats
channel, product, rep, territory competitor
• Top new opportunities • Win rate analysis by product • Improve forecast
• Top Customers/Products • Won and lost revenue accuracy
• Reasons for losses
Process Effectiveness Customer Insight
• Better manage sales
• Lead conversion rate performance
• Customer profitability
• Lead follow-up time
• Customer history – service • Deepen customer
• Opportunity follow-up time requests, marketing activity relationships
• Opportunity to close ratio • Best offers
• Win/Loss rate • Customer retention rate • Improve cross-selling
• Average sales price • Payment history/delinquency
• Average order discount •
• Identify and replicate
Order fulfillment
• Average sales cycle •
best practices
Product availability

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 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 • 5-9% of analytics-driven sales alerts
resulted in missed opportunities result in new business opportunities
• Too much time spent gathering and • 2,400 hours of unproductive work
formatting sales data saved per week
• Poor visibility into integrated sales • First forward-looking view of sales
performance pipeline
• Consistent metrics for sales
performance management
• Improved sales productivity and
stronger value-based customer
relationships

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 24


Key Benefits of Oracle BI Applications

• 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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 25


Operational Challenges
Analyses, Reports
Executives

Sales Marketing Operations Finance

Sales Marketing Operations Operations Finance Finance


Data Data Data 1 Data N Data 1 Data N

IT Data
Warehouse

• Delayed, inaccurate reporting • Cross-functional analysis only by IT


• Conflicting, departmentally-biased results • Sub-optimal enterprise performance

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 26


Valuable Insights Often Require Data from
Multiple Departments and Sources

Customers Suppliers

HR/Workforce

Procurement
Distribution

Operations
Marketing

Finance
Service

Sales
Customers Suppliers

Customers 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?

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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 28


Common Enterprise Information Model
Single Consistent View and User Self-Sufficiency
PRESENTATION LAYER
• User Roles, Preferences
• Simplified View
Role-Based Views of the Information
• Logical SQL Interface Relevant to the User

SEMANTIC OBJECT LAYER


• Dimensions
• Hierarchies
• Measures Consistent Definition of Business
• Calculations Measures, Metrics, Calculations
• Aggregation Rules
• Time Series

PHYSICAL LAYER
• Map Physical Data
• Connections Model Once, Deploy Everywhere
• Schema

Across Any Data Sources

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 29


Holistic View of Customer Information
Enables Alignment of Marketing and Service
World’s 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 • Consolidated 3 customer databases
into 1
• Slow time-to-market with marketing
campaigns despite millions spend on • Accelerated marketing campaign
outside vendors introductions to capitalize on trends

• Call center unable to effectively use • Provided call centers with information and
customer data to enhance service or tools to up-sell customers and establish
capitalize on sales opportunities “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

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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 31


Best Practice Analytic Workflows
Example: Financial Analytics
Business Maximize cash flow
Objectives/
Issues
Is DSO on target? Is DPO on target?

Is overdue balances Are payment terms


trending up? in compliance? • Business Function
Receivables
How long is the • Role
What is the aging of
Gain underlying overdue
due balances? Director, Credits &
Insights balance pending?
Collections
Who are the customers Drill to due
• Objectives
and collectors? balances by region
– Maximize cash flow
Drill to – Control risk of receivables
overdue invoice detail portfolio
Target collection
Take efforts to reduce
Action overdue balances

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 32


Best Practice Analytic Workflows
Example: Financial Analytics
Business Maximize cash flow
Objectives/
Issues
Is DSO on target?

Is overdue balances Drill to


trending up?
Detail
How long is the
Gain underlying overdue
Insights balance pending?

Who are the customers?

Drill to
overdue invoice detail

Take Target collection efforts


Action to reduce
overdue balances

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 33


Key Benefits of Oracle BI Applications

• 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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 34


The Problem No Vendor Has Solved
Until Now…

COMPLETE BI SOLUTIONS ARE MUCH MORE THAN JUST DASHBOARDS

DASHBOARDS
• “Visible”

• Data warehouse
“PLUMBING” design
• “Under the • Data mapping &
Surface” transformation
• Significant time, from multiple
resources and applications
expertise required • Analytic models,
KPIs, metrics
• Much more…

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 35


Example: Service and Contact Center Analytics
1 Pre-built warehouse with 15 star-schemas 3 Pre-mapped metadata defining real-time
designed for analysis and reporting on access to analytical and operational
service and contact center data sources, best practice calculations, and
metrics for customer service and contact
center
• Presentation layer
• Logical business
model
• Physical sources

2 Pre-built ETL to extract data from over 4 A “best practice” library of over 150
3,000 operational tables and load it into the pre-built role-based intelligence
DW, sourced from CRM systems, call dashboards, reports and alerts for service
center telephony middleware and other and contact center agents, managers and
sources executives

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 36


BI Applications Business Content
Deep Coverage Across the Board

Metadata Element Number


Fact Tables 370
Dimension Tables 595
Dimensional Attributes 17700
(a.k.a. Data Elements)

Total Logical Metrics 8200


Base metrics 4000
Derived Metrics 4200
Dashboards 109
Dashboard Pages 430
Reports 3250

ORACLE CONFIDENTIAL 37
Speeds Time to Value and Lowers TCO
Build from Scratch Oracle BI
with Traditional BI Tools Applications

Training/Roll-out

Define Metrics • Faster deployment


& Dashboards • Lower TCO
• Assured business value
DW Design

Training/Rollout Easy to use, easy to adapt


Define Metrics Role-based dashboards and
Back-end & Dashboards thousands of pre-defined metrics
ETL and DW Design Pre-built DW design, adapts to your
Mapping EDW
Back-end Pre-built business adapters for
ETL and Oracle, PeopleSoft, Siebel, SAP,
Mapping
others
Quarters or Years Weeks or Months
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 38


Oracle is Uniquely Qualified
Technology + Business Process Expertise + SCALE

• Database

#1
• Fastest Growing Middleware
• Business Analytics
• Human Capital Management
• Supply Chain Management
• CRM
• Retail
• Financial Services
275,000 • Public Sector
Customers • Customer Support

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 39


1250 Users, 400 Reports, 3 Months, 1 IT Admin

Pitney Bowes is the world’s 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 • “Turned the tides” in sales force with better
performance in sales and service insight into performance
• Lack of customer insight – no consistent, • Enhanced sales productivity with 360° view
real-time 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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 40


Integration Becoming Imperative
Increases BI Value…and BI Solution Requirements
The Next Level of THE #1 BI VENDOR CRITERIA
Performance Optimization
“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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 41


Unrivaled Integration with Oracle Apps
Extends BI Value. Lowers TCO.
ACTION LINKS – “INSIGHT TO ACTION” INTEGRATED SECURITY
Seamless navigation from analytical information to One login. Right content for each user.
transactional detail

Data User Object


Security Security Security

INTEGRATED WORKFLOW INTEGRATED WITH PLANNING AND EPMS


Intelligence-driven business processes View performance “in-context” with budgets and
plans

BPEL, ESB Oracle BI

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 42


Hot Pluggable with Existing IT Investments
PORTALS DATA MINING APPLICATIONS DESKTOP TOOLS

Any JSR 168 Portal Oracle Data Mining, Oracle EBS, Siebel, SAP, Excel, Outlook,
SPSS, SAS PeopleSoft, JD Edwards… Lotus Notes...

Oracle Enterprise Performance Management System


Oracle Business Intelligence Foundation

SECURITY DATA ACCESS DATA INTEGRATION


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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 43


Oracle BI Applications – Key Benefits

KEY BENEFITS
Improve visibility and • Compare operational results to plans in real-time
insight into performance, • Quickly identify and respond to problems & opportunities
processes, and • Drive revenue and profit growth with better targeting
customers
• Increase customer profitability and share of wallet

Align strategy and tactics • Manage and execute at all levels based on common view of
across functions 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, • Add value and insight to CRM and ERP applications
applications, and IT staff • Get faster time-to-value with lower cost and risk
• Lower the total cost of ownership compared to custom built
solutions

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 44


Business Intelligence Customers
Select References
COMMUNICATIONS AUTOMOTIVE FINANCE/BANKING CONSUMER GOODS HIGH TECH

MEDIA/ENERGY AERO/INDUSTRIAL INSURANCE/HEALTH LIFE SCIENCES OTHER

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 45


Why Oracle for Business
Intelligence?

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 46


Leader in Market Share

MARKET SEGMENT ORACLE


POSITION
Business Analytics (Total BI/DW Tools + Apps) #1
Business Analytics Tools #1
Data Warehousing Tools #1
Analytic Applications (Total) #1
Financial and BPM Analytic Applications #1
CRM Analytic Applications #1
Source: IDC; includes Hyperion

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 47


Oracle Positioned in Leaders Quadrants
Magic Quadrant for Magic Quadrant for Magic Quadrant for
Business Intelligence CPM Suites, 2007 Data Warehouse Database
Platforms, 2008 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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 48


Now the #1 Preferred BI Vendor
InformationWeek Survey of IT Professionals

Source: InformationWeek

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 49


Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 50
Q&
A
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 51
Appendix

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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 53


Optimize CRM Processes and Performance
Pitney Bowes is the world’s 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 • “Turned the tides” in sales force with better
performance in sales and service insight into performance
• Lack of customer insight – no consistent, • Enhanced sales productivity with 360° view
real-time 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 Oracle’s BI solution is its TCO. We created 400 reports used by 1,250 users
with a staff of one within a few months—that is very cost effective.”
– William Duffy, Data Warehousing Project Manager

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 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 • Up-to-date, reliable source of financial
into financial data for execs and truth for effective decision making
managers
• Better visibility into business
• Lack of data and information quality: processes
Garbage in, Garbage out
• Ability to go from global view to detail
• Time and effort to manually gather view in 4 mouse clicks
data from Excel spreadsheets and
• Proactively track and manage key
other data sources
drivers of revenue, cost, and
shareholder value

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 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 • 5-9% of analytics-driven sales alerts
resulted in missed opportunities result in new business opportunities
• Too much time spent gathering and • 2,400 hours of unproductive work
formatting sales data saved per week
• Poor visibility into integrated sales • First forward-looking view of sales
performance pipeline
• Consistent metrics for sales
performance management
• Improved sales productivity and
stronger value-based customer
relationships

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 56


Drive More Profitable Customer Relationships

World’s 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 • Consolidated 3 customer databases
into 1
• Slow time-to-market with marketing
campaigns despite millions spend on • Accelerated marketing campaign
ouside vendors introductions to capitalize on trends

• Call center unable to effectively use • Provided call centers with information and
customer data to enhance service or tools to up-sell customers and establish
capitalize on sales opportunities “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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 57


Built on an Open, Leading BI Foundation
Enables Flexibility, Extensibility, Standardization

Oracle BI Suite Enterprise Edition Plus


Interactive Ad hoc Proactive Microsoft Reporting & Publishing
Dashboards Analysis Detection Office
and Alerts BI Publisher
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 JD Edwards, XML Applications
Custom Apps

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 58


Common Enterprise Information Model
Leverage – “Model Once, Deploy Everywhere”

BENEFITS Business Processes


• Information Microsoft Office
consistency
Disconnected Analytics
• Information
Interactive Dashboards
availability
• Eliminates data Proactive Alerts

silos Formatted Reports

• Increased user Ad Hoc Analysis


adoption
• Greater Leverage Common Enterprise Information Model

in IT Oracle BI EE Server

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 59


No Compromise – Build, Buy, or Both
Standardize on Common World-Class BI
Foundation
• Benefit from pre-built Oracle BI Applications Custom-built BI apps
BI Apps Supply Chain
Sales Custom App Custom App
& Order Mgmt
• Standardize on
leading BI foundation Service Financials Custom App Custom App

• Across all data


Human
sources and users Marketing
Resources
Custom App Custom App

• Maintain flexibility to Contact Procurement &


Custom App Custom App
buy, extend, or build Center Spend

custom
Oracle BI Suite Enterprise Edition
• Viable enterprise BI
strategy Set
Goals
AlignInsight Plan
Performance
ReportAction
Analyze
Monitor

SAP, Oracle Financial


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

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

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 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 • How have marketing campaigns affected • How well do we segment and service
Executives average handle time? profitable and unprofitable customers?
• How can I reduce staffing costs without • How can we profile unprofitable
affecting satisfaction? customers and make them profitable?

Service Better Staff Management – Single Operations Cockpit


Managers • Are customers satisfied with the level of • Who are my best rescue agents?
service? • How do I cross train other agents?
• How are my staffing levels in relation to
contact volumes?
• How can I improve agent turnover and
training?

Optimal Agent performance – Balanced Scorecards


Customer • What is my average handle time? • Which products/services does this
Service • What is my one-and-done rate? customer have? What should I offer?
Agents • Is this customer profitable? Is he/she
likely to be in the future?

Bottom Line Impact Top Line Impact

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 62


Customer-Centric Contact to Cash

Manage Lists
Create Segments Service Customer

Execute Campaigns Collect Payment

Generate Lead Invoice Order

Customers

Drive Opportunity Ship Order

Close Opportunity Book Order


Create Order

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 63


Customer-Centric Contact to Cash

Marketing Contact
Marketing Center

Marketing
Financials

Sales Order Mgmt

Customers

Sales Order Mgmt

Sales Order Mgmt


Order Capture

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 64


Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 65
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 66