VIEWS: 160 PAGES: 39 CATEGORY: Other POSTED ON: 4/12/2011
It explains the basic principles of data warehousing, revealing the secrets of core concepts such as OLAP, dashboards, reporting tools, performance management, budgeting and strategy.
Wishtree Technologies <Insert Picture Here> Oracle’s EPM System and Strategy Agenda • Oracle’s EPM System Vision • Oracle/Hyperion Product Integration Strategy • Driving Customer Value • Summary and Questions Enterprise Performance Management Market Drivers Alignment Predictability Consistency Transparency Immediacy Business Intelligence Customer Challenges • Siloed • Fragmented • Inconsistent • Restricted • Unintuitive Hasn’t the promise of BI been there for the past decade? Oracle’s EPM Vision • Link strategic goals to operational decisions • Transform financial Set Goals management processes Align Plan • Monitor execution in real-time Insight Performance • Deliver consistent, reliable Report Action Monitor insights to drive action Analyze • Lower costs and reduce system complexity • Single version of the truth Introducing: Oracle’s Enterprise Performance Management System Embedded in Web Office Desktop Mobile Applications Performance Management BI Applications Applications Business Intelligence Foundation Fusion Middleware OLTP & ODS Data Warehouse SAP, Oracle, Siebel, Excel Business Systems Data Mart OLAP PeopleSoft, Custom XML Process Market-leading Suite of Finance and Strategy Performance Management Applications Strategic Planning Planning and Budgeting Set Strategic Cascade Targets Objectives Treasury Long-Term Detailed Strategies Planning Forecasting Budgeting Corporate Allocate Development Resources Master Data Business Rules Metrics/KPIs Targets, Plans & Actuals Cost and Profitability Management Financial Close Process Define Costing Methods Internal External Report & Define Cost Data Consolidate Reporting & Reporting & Analyze Drivers Cleansing Analysis Compliance Perform Allocations Most Complete Suite of BI Applications Comms Complex Consumer Financial High Insurance Life Public Travel Auto Energy & Media Mfg Sector Services Tech & Health Sciences Sector & Trans Service & Order Supply Human Sales Contact Marketing Management Financials & Fulfillment Chain Resources Center Pipeline Churn Campaign Order Supplier A/R & A/P Employee Analysis Propensity Scorecard Linearity Performance Analysis Productivity Orders Triangulated Customer Response vs. Available Spend GL / Balance Compensation Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis Procurement Customer Sales Team Resolution Product Cycle Time & Product HR Compliance Effectiveness Rates Propensity Analysis Cycle Times Profitability Reporting Up-sell / Service Rep Loyalty and Backlog Inventory P&L Analysis Workforce Cross-sell Effectiveness Attrition Analysis Availability Profile Cycle Time Service Cost Market Basket Fulfillment Employee Expense Turnover Analysis Analysis Analysis Status Expenses Management Trends Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on Conversion Trends Receivables Analysis Human Capital Other Operational Prebuilt adapters: & Analytic Sources Oracle BI Suite Enterprise Edition Hot-Pluggable With Existing IT Investments Portals Data Mining Applications Desktop Tools Oracle Data Mining, Oracle EBS, Siebel, SAP, Excel, Outlook, Any JSR 168 Portal SPSS, SAS PeopleSoft, JD Edwards .. Lotus Notes .. Oracle Enterprise Performance Management System Oracle Business Intelligence Foundation Security Data Access Data Integration Oracle Oracle RDBMS Oracle Data Integrator Kerberos Oracle OLAP Option (Sunopsis) iPlanet Microsoft SQL Server & Oracle Warehouse Builder MSFT AD Analysis Services Informatica Novell IBM DB2 Ascential Custom Teradata Others .. Others .. Essbase SAP BW XML, Excel, Text Others .. Pervasive Information Access Through a Unified BI Foundation Desktop Ad-hoc Interactive Search Reporting & Proactive Disconnected MS Office Gadgets Analysis Dashboards 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 OLTP & ODS Data Warehouse OLAP SAP, Oracle Files Business Systems Data Mart PeopleSoft, Siebel, Excel Process Custom Apps XML Customer Benefits • Faster Close & Financial Planning Cycles • Improve Confidence and Predictability • Aligns Decisions with Strategic Goals • Compare Operational Results to Plans in Real Time • Drive Insight to Action • With Lower Cost & Less Complexity <Insert Picture Here> Hyperion/Oracle Product Integration Strategy Product Integration Milestones 1 Align and Certify 2 Unify and Integrate 3 Extend and Evolve Product Integration Milestones • Align browser, JDK, OS, Processor Coverage • Align Language Support & Internationalization • Align Security & 802.11 Compliance • Certify with 11gR1 Database • Certify with 10gR3 Fusion Middleware • Align License Keys to Oracle Practices • Re-brand GUI and Documentation 1 Align and Certify Product Integration Milestones • Common User Interface & Workspace • Common Identity Management • Common Application Server • Common Data Integration • Common Data Access & Search • Interoperability across BI Foundation • Integrated Access to Applications 2 Unify and Integrate Product Integration Milestones • Evolve Enterprise Information Model to support Financial Performance Management Applications • Semantic layer calculation extensibility • Extend integration between Hyperion Planning and Oracle Operational BI Applications 3 Extend and Evolve <Insert Picture Here> Driving Customer Value Financial Performance Management Product Strategy • Expand EPM System common components • Continue Hyperion application innovation • Lower TCO through better integration • Oracle platform and applications • SAP R/3 and BW • Introduce new packaged applications • Support and migrate existing Oracle and PeopleSoft customers Web Office Desktop Mobile Embedded Financial Performance Operational BI Management Applications Applications Business Intelligence Foundation EPM Workspace Integrates Management Processes into a Common Environment • Single sign on • Planning and HFM process integration • User interface filtered by security • Tabbed view of content • One place for applications, reporting and administrative content EPM Architect Unifies Application Creation and Deployment Dimension Library Dimension Mapping Common, extensible Link Applications components Data Synchronizer Application Library Process Synchronizations One Control Center Hyperion Financial Management FEATURES • Simple to Customize • Easy to Integrate • Financial Data Quality • Complete Audit Trails • Flexible Workflow • Powerful Reporting • Finance owned & operated BENEFITS • Confidence in the numbers Financial • Reduce cycle time Consolidation, • Automate collection & validation Reporting & • Lower cost of compliance Analysis • Speed and agility Improve Finance Productivity and Shorten SEC Filing Process with XBRL Hyperion Financial Management • Capabilities • Support for XBRL 2.1 Specifications • Support for schema, context and units • Define any text in report as XBRL fact • Benefits • Improves transparency • Eliminates rework and potential for errors • Compliance with SEC Voluntary Filing Integrated Governance Risk and Compliance Transactions Reporting CFO Dashboard CFO Oracle GRC Manager Application Configuration Controls Application Access Controls Tax Tax ERP: Hyperion Hyperion Calculations Filing Oracle, Financial Financial SAP, Financial and Mgmt. Data Quality Management Reporting XBRL/SEC Legacy, Management Other Reconciliations Infrastructure Services CIO Oracle/Hyperion Partner Roadmap Focus on EPM System, ERP Integration and Scalability • Hyperion Financial Management – • EPM Architect Enhancements • Common Calc Manager • Lifecycle Management • Delegated User Management & Admin • 64 Bit Platform Support • Reporting Accelerator • Oracle Platform Integration • Identity Management, Portal, BI Tools • Drill-back to transactional systems • Integration with Oracle GRC offerings Hyperion Planning FEATURES • Strategic Planning • Modeling & Simulation • What-if Analysis • Excel Integration • Enterprise Collaboration • Native Reporting & Analysis BENEFITS • Speed • Accuracy Planning & • Align finance and operations Budgeting Applications • Accountability • Visibility to past, current and future business performance Capital Expense Planning Application New with Planning • Packaged application • Plan for asset purchases and asset related expenses • Transfer, retire, and improve assets • Directly linked to main plan • Interfaces with external systems Integrated Business Planning Topology Analysis and Reporting Goal Setting Business goals Metrics and Scorecards Financial Modeling Integrated Business Plan Long Range Targets Financial Planning & Budgeting Aligned Plans Annual Targets Strategic Operational Planning Baseline Plans Operational Policies Functional Operational Planning Execution Status Execution Plan Functional Execution Application Foundation Interlace Dynamic Planning Server Planning, Analysis and Reporting • Review exception messages • Analyze the plan • Change assumptions Strategic Operational Planning Server • Evaluate Scenarios • Approve Changes Application and Process Layers • Update Plan of Record Impact Scenario Federated Model Analyzer Manager Modeling Designer • J2EE based technology Change Based Modeling Engine • Data and User driven modeling • Intelligent Scoping for Recalculation Relational Databases (Oracle 9i and 10g, SQL Server) Planning Roadmap Focuses on EPM System Components and New Planning Modules • Hyperion Planning – • EPM Architect Enhancements • Common Calc Manager • Lifecycle Management • Planning for Banking • Delegated User Management & Admin • Hyperion Strategic Finance – • Smart View Integration Strategic Finance, Performance Scorecard • Integration with Crystal Ball • Oracle Platform Integration • Identity Management, Portal, BI Tools • Integration with operational planning modules Hyperion Profitability Management • What it does: • Cost, revenue & profit reporting and analysis • Cost management: ABC, Traceability Maps • Profitability by product, customer, region, channel, brand etc • Customer segment analysis, Customer cost-to-serve • Profitability planning and resource optimization • What’s in it: • Allocation Engine for Costs and Revenues (new) • Traceability Map (new) • System 9 Technology (Essbase, Relational Store) • Web Analysis, Financial Reporting & Visual Explorer • Pre-defined “templates” for reports/vertical content <Insert Picture Here> Oracle BI Foundation Business Intelligence Foundation Product Strategy • Comprehensive BI Foundation • Common technology for EPM, BI Applications and Data Warehousing • Single, integrated platform architecture • Unified enterprise information model • Pervasive Information Delivery Layer • Common workspace • All styles of reporting and analysis • Range of real-time and event-based capabilities • Hot-Pluggable with Existing IT Investments • Transaction systems • Database Web Office Desktop Mobile Embedded • Middleware Financial Performance Management Operational BI Applications Applications Business Intelligence Foundation Oracle BI Suite Enterprise Edition Plus Pervasive Information Delivery Interactive Ad hoc Proactive Microsoft Reporting & Publishing Dashboards Analysis Detection Office BI Publisher and Alerts 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 Data SAP, Oracle Files Financial OLTP & ODS Warehouse PeopleSoft, Siebel, Excel Business Performance Hyperion Systems Data Mart Custom Apps XML Process Management Essbase Applications Essbase is a Core to Oracle’s BI Foundation Richest • Superior Tools for the Business User Business • Broadest Analytic functionality User • “Speed of Thought” response Experience Most Highly • Superior Calculation Power Advanced • Comprehensive library of functions Calculation • Extensive Financial and Time Intelligence Engine Best Custom • Optimized Storage Analytic • Enterprise scale Forward Looking applications Environment • Premium Performance Near Real Time Essbase Cubes Hyperion Essbase • Trickle Feed into a “persisted” ASO cube • Disk-based cubes • With any and all aggregations • Cube is online through the process • Read & Write can co-exist with trickle feed Complete Time Flexibility Hyperion Essbase • Supports Any Calendar • Gregorian • Retail • Manufacturing • Promotion • Fiscal Year Support • Time intelligent functions • A variety of time periods: Day, Week, Month, Quarter • Years viewed as 12 months or 13 periods Enhanced Hyperion Essbase Integration Hyperion Interactive Reporting • Shared members • Ragged hierarchies • Attributes • Server-side ranking, filtering and sorting • Dynamic time series • Advanced member selection • Duplicate member names Wishtree Technologies email@example.com
"Oracle EPM Overview"