Bi Applications - Oracle

<Insert Picture Here>

Oracle Business Intelligence Applications:
Complete Solutions for Performance Insight
Presenter’s Name
Presenter’s Title

Agenda

• Oracle BI Strategy
• Business Need for Pre-Built Applications
• Oracle BI Applications overview and
benefits

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 2

Oracle Business Intelligence
Embedded
Continued Investment & Innovation Business
Intelligence
Oracle
Business Intelligence 11g

Oracle Exadata
EPM System
BI Applications

Enterprise BI Platform

Data Mining

Ad Hoc Query
Database Reporting
OLAP

BI Releases 1.2 1.6 2.0 8i 8.3 9i 10g 10g R3 10g R5 11g

1995 2000 2005 2010

•Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3 3

The New Standard for Enterprise Analytics
Oracle’s Integrated Analytic Solution
• Financials • Sales
• HR • Marketing
• Procure & Spend • Service
• Projects • Contact Center
• Supply Chain • Price
• Order Mgt DETECT • Loyalty
• Logistics
SINGLE
SINGLE
ENTERPRISE
ENTERPRISE
ACT ANALYZE
INFORMATION
INFORMATION
MODEL
MODEL

MODEL
• Scorecard
• Financial Services
• Strategic Planning
• Communications
• Financial Close
• Healthcare
• Planning & Forecasting
• Retail
• Profitability Management

4

Why Have BI Applications
Become So CRITICAL?


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 • Resource constraints inhibit
and actions at all levels with ability to broaden BI
strategy and goals deployment to meet demand
• Lack single, consistent view of • Complex IT environments –
information disparate data, applications,
• Time wasted gathering data to and integration challenges
manage and report • Push to reduce costs and
standardize tools


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 performance, and
grow customers inventory levels

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


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
with specialized
Research/understand analytic needs of each user community 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
Perform QA & performance testing of best practices is
learned
Manage on-going changes/upgrades


Oracle BI Applications
Overview and Benefits


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 OLTP Marketing Procurement & Spend
Loyalty Supply Chain & Order Mgmt
systems
Price Projects
• Works with existing IT
environment Common Enterprise Information Model
• Fast time to value; Low Oracle BI Server
TCO Other Data Sources
• Over 2,000 customers IVR, ACD, CTI
Hyperion
MS Excel
Syndicated


Broadest Analytic Application Coverage

CRM ANALYTICS ERP ANALYTICS
SERVICE & PROCUREMENT & SUPPLY CHAIN &
SALES MARKETING CONTACT CENTER FINANCIALS SPEND ORDER MGMT

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

HUMAN
PRICE LOYALTY PROJECTS RESOURCES
• Price Segments • Member • Project Funding • Employee
• Price Waterfall Demographics and Budget Productivity
Analysis • Program Revenue • Product Cost • Compensation
• Deal Life Cycle • Membership • Project Revenue • Talent
• Deal Desk Trends • Project Billing Management
Analysis • Promotion • Project Profitability • Recruiting Analysis
• Product Pricing Effectiveness • Learning Analysis
Performance • Points Analysis • Workforce Profile

ORACLE BUSINESS INTELLIGENCE
AND OTHER OPERATIONAL
SOURCE ADAPTERS:
AND ANALYTIC SOURCES

Copyright © 2010, Oracle and/or or its affiliates. All rights reserved.
Copyright © 2008, Oracle and / its affiliates. All rights reserved. 11

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


Oracle’s EPM System
Modular. Open. Integrated.
Data Scorecards Interactive Reporting & Ad-hoc Office Search Detect Collaborate Mobile Embedded
Integration Dashboards Publishing Analysis Integration & Alert

Strategy Planning &
Management Forecasting ERP CRM Industry
Financial Close Profitability Analytics Analytics Analytics
and Reporting Management

Common Enterprise Information Model
Dimension Predictive
BI Server Essbase
Management Analytics

OLTP & ODS Data Warehouse Exadata OLAP Packaged Unstructured Excel Business
Systems Data Mart Sources Applications & Semi- XML/Office Process
(Oracle, SAP, Others) Structured

13

Oracle BI Applications 7.9.6.2*
Available Today!
• Summary of new features
– New Certifications
– Supply Chain and Order Management Analytics
Adapter for JDE EnterpriseOne
– Position Hierarchy (Back Dated Changes)
– Project Commitments
– Procurement Product Catalog
– Teradata Performance Enhancements
• Certified with • Target Databases
– OBIEE 10.1.3.4.1 – Oracle 10gR2 (10.2.0.4 or higher), 11gR1
– DAC 10.1.3.4.1 with minimum patch 10052370 (11.1.0.7), 11gR2 (11.2.0.1+)
– Informatica PowerCenter 8.6.1 HF11 – Microsoft SQL Server 2000, 2005, 2008
– IBM DB2 9.1, 9.5, 9.7
– Teradata 12.0, 13.0
• Source Systems
– Siebel CRM 7.8.x, 8.0.x, 8.1.1
– Oracle EBS 11i10, R12, R12.1.1, 12.1.2 • Full localization
– PeopleSoft 8.9, 9.0, 9.1 – Translation to 28 languages
– JDE EnterpriseOne 8.11SP1, 8.12, 9.0
(Financials, Supply Chain & Order Management) • (* 7.9.6.2 is mainly a certification/localization
– JDE World A9.2 (Financials) release and a follow on to 7.9.6.1)

•Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 14

Oracle BI Apps v7.9.6.2 – Transaction System Support
•Matrix shows operational applications supported by Oracle BI Applications ETL. To see which specific operational
application modules are supported, and by which specific BI Apps, see subsequent detail slides.

Human Supply Chain & Procurement
CRM Financials Projects
Resources Order Management & Spend

EBS R12.1.2 NEW NEW NEW NEW NEW

EBS R12.1.1

EBS R12

EBS 11.5.10 Service only

PSFT 9.1 NEW NEW NEW NEW

PSFT 9.0

PSFT 8.9

JDE E1 8.11SP1

JDE E1 8.12 NEW

JDE E1 9.0 NEW

JDE World A9.2

Universal

Siebel 8.1.1

Siebel 8.0 Not Applicable

Siebel 7.8
15

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


Sales Organizations Struggle to Use Data
and Intelligence to Increase Performance
KEY CHALLENGES EXAMPLES
Lack of visibility into • Limited understanding of pipeline makeup and vulnerabilities
sales performance & • Poor forecast accuracy and guidance
processes • Lack of sales coverage visibility
• Limited understanding of shifts in competitive dynamics
Lack of customer insight • No comprehensive (360 ) view of customer relationship
to 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 • Continued reliance on management-by-spreadsheet
data 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


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 accuracy
• Won and lost revenue
• Reasons for losses
Process Effectiveness • Better manage sales
Customer Insight performance
• Lead conversion rate
• 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


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 • 2,400 hours of unproductive work
and 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



• 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


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


Valuable Insights Often Require Data from
Multiple Departments and Sources

HR/Workforce
Customers Suppliers

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?


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


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


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


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


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


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



• 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


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…


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


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 33

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


Leader in Key Markets
• Enterprise Performance Management
• Business Analytics
• Database
• Database Share on Linux
• Supply Chain Management
• CRM
• Retail
• Communications
• Human Capital Management
• Financial Services
• Public Sector
• Professional Services

•Oracle Confidential - For Internal Use Only

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
performance in sales and service better insight into performance
• Lack of customer insight – no • Enhanced sales productivity with 360
consistent, real-time view view of customer relationship
• Slow “Customer Inquiry Response • Increased customer responsiveness,
Time” leading to greater satisfaction/retention
• No single source of customer data for • Unified customer data for better
segmentation marketing segmentation and targeting
• High reliance on IT for information • Customer-facing employees empowered
with the information they need


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


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


Oracle BI Applications – Key Benefits

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

Align strategy and • Manage and execute at all levels based on common view
tactics across of information and common performance metrics
functions • 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 • Get faster time-to-value with lower cost and risk
staff • Lower the total cost of ownership compared to custom
built solutions


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

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


Why Oracle for Business
Intelligence?


Leader in Market Share

ORACLE
MARKET SEGMENT
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


Oracle Positioned in Leaders Quadrants
Magic Quadrant for Magic Quadrant for
Magic Quadrant for
Business Intelligence Data Warehouse Database
CPM Suites, 2010
Platforms, 2009 Management Systems, 2008

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, 2009” by James Richardson, Kurt Schlegel, Bill Hostmann, Rita Sallam, 16 January 2009
Gartner, Inc., “Magic Quadrant for CPM Suites, 2010 “ by Nigel Rayner, Neil Chandler, John E. Van Decker, 25 January 2010
Gartner, Inc., “Magic Quadrant for Data Warehouse Database Management Systems, 2008” by Donald Feinberg and Mark A. Beyer, 23 December 2008

•Oracle Confidential - For Internal Use Only

Forrester Wave™: Business Performance
Solutions, Q4 2009

•The Forrester Wave is copyrighted by Forrester
Research, Inc. Forrester and Forrester Wave are
trademarks of Forrester Research, Inc. The
Forrester Wave is a graphical representation of
Forrester's call on a market and is plotted using a
detailed spreadsheet with exposed scores,
weightings, and comments. Forrester does not
endorse any vendor, product, or service depicted in
the Forrester Wave. Information is based on best
available resources. Opinions reflect judgment at the
time and are subject to change.

•Source: The Forrester Wave™: Business Performance Solutions, Q4 2009 – Paul Hamerman, November 19, 2009
•http://www.oracle.com/corporate/analyst/reports/ent_apps/epm/forrester-bps-2009.pdf

Appendix


BI Standardization Challenges Solved…

CUSTOMER CHALLENGES ORACLE VALUE

Single view, 14 TB across 3
Fragmented view
systems

Unintuitive 7,000 out of 7,400 employees use

Real-time global view – 500 top
Data latency
execs
400 dashboards, 1,250 users, 1
Expensive to maintain
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


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
performance in sales and service better insight into performance
• Lack of customer insight – no • Enhanced sales productivity with 360
consistent, real-time view view of customer relationship
• Slow “Customer Inquiry Response • Increased customer responsiveness,
Time” leading to greater satisfaction/retention
• No single source of customer data for • Unified customer data for better
segmentation 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


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
into financial data for execs and financial truth for effective decision
managers making
• Lack of data and information • Better visibility into business
quality: Garbage in, Garbage out processes
• Time and effort to manually gather • Ability to go from global view to
data from Excel spreadsheets and detail view in 4 mouse clicks
other data sources
• Proactively track and manage key
drivers of revenue, cost, and
shareholder value


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 • 2,400 hours of unproductive work
and 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


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


Most Integrated.
Oracle Business Intelligence 11g
Data Scorecards Interactive Reporting & Ad-hoc Office Search Detect Collaborate Mobile Embedded
Integration Dashboards Publishing Analysis Integration & Alert

• Common Metadata Foundation across all Data Sources
• Common Security, Access Control, Authorization, Auditing
• Common Request Generation and Optimized Data Access Services
• Common Clustering, Workload Management, & Deployment
• Common Systems & Operational Lifecycle Management

OLTP & ODS Data Warehouse Exadata OLAP Packaged Unstructured Excel Business
Systems Data Mart Sources Applications & Semi- XML/Office Process
(Oracle, SAP, Others) Structured


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


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

custom
Oracle BI Suite Enterprise Edition
• Viable enterprise BI
strategy Set
Goals
AlignInsight Plan
Performance
Report Action
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


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 • How well do we segment and service
Executives affected 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?
Better Staff Management – Single Operations Cockpit
• Are customers satisfied with the level of
service?
Service
• How are my staffing levels in relation to • Who are my best rescue agents?
Managers
contact volumes? • How do I cross train other agents?
• How can I improve agent turnover and
training?
Optimal Agent performance – Balanced Scorecards

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

Bottom Line Impact Top Line Impact


Extending JD Edwards Capabilities

• NEW – 7.9.6.2
SUPPLY CHAIN &
FINANCIALS ORDER MGMT
• General Ledger • Revenue & Backlog
• Accounts Receivable • Inventory Analysis
• Accounts Payable • Fulfillment Status
• Cash Flow • Customer Status
• Profitability • Order Cycle Time
• Expense Management • BOM Analysis

• Supported Versions
• JD Edwards EnterpriseOne 8.11SP1, 8.12, 9.0 (Financials, Supply Chain &
Order Management)
• JD Edwards World A9.2 (Financials)

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Editor's Notes