Deliver a Standardized BI Platform Across Oracle Applications

1
Deliver a Standardized BI Platform Across Oracle
Applications Beyond

• Paul Turner Director, Technical Marketing
• March 7, 2005 NorCal Oracle Applications User
  Group

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Agenda

• Todays analytic challenge
• The DecisionPoint difference
• DecisionPoints solution
• Source Experts
• Financial Performance Warehouse
• DecisionCast
• Summary
• Questions

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Todays Analytic Challenge
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Todays Performance Management Solutions

1. Custom ERP integration
2. Difficult to integrate across multiple ERPs
3. Risk of not meeting reporting needs
4. Hard to keep consistent
5. Barriers to connect finance to operations,
   summary to detail

CIOs are struggling to deliver consistent data
that provides a single view across the
enterprise. CIOs who seek this so-called single
version of the truth must feel like they are
playing an endless game of Whack-A-Moleevery
time they stamp out a renegade analytic silo,
another pops up elsewhere.
Strategies for Consolidating Analytic Silos.
Wayne Eckerson, July 04.
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Challenges of Reporting from your ERP .

• It will jeopardize operational performance
• Reports will be slow and hard to tune
• No other data or history beyond your ERP instance
• Specific reports may be hard to deliver
• Youll probably end up cloning your ERP instance!

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A Consistent View Delivers Strategic Value
A properly designed data warehouse provides a
complete, accurate and easily accessible
perspective of your company. It also supports the
successful deployment of BI tools and
applications. Although you can derive value from
BI without investing in a data warehouse, in the
long term, the cost will be higher and the
business impact will be short-term, tactical and
localized.
Kevin Strange, Client Issues for BI and Data
Warehousing for 2004, 16 October 2003
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A Data Warehouse Strategic but Risky

• Lengthy and resource intensive
• Lengthy requirements gathering and schema design
• Complexity adds risk
• Complex integration and transformations
• Risk of misinterpreting business requirements
• Costly to maintain
• Risk of poor schema design thats hard to
  customize
• Requires continual maintenance with sourcing
  environment

75 of data warehouse implementation efforts
will fail to meet delivery targets or fail to
achieve business benefits Gartner Group 20
fail outright and 50 fall short of expectation
Meta Group
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Just the Facts Building it Yourself

• Ongoing production costs of a customDW approx
  500,000/subject area
• Typical FTE support for successful custom DW
  project between 8 and 10
• 50 of custom DWs take more than18 months

• On going production costs approx 614,000 /
  subject area
• 57 of organizations cite time as the major
  challenge for any build solution
• Hand written code is the main development portion
  cited by 70 of organizations

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DecisionPoints Financial PerformanceManagement
Solution
DecisionCast
Financial Performance Warehouse
Integrated Metadata Management
Source Experts
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Why an Integrated and Pre-Configured Solution is
Better
Accelerates Delivery and Mitigates Risk Speeds requirements and design Increases chances of meeting user needs Dramatically reduces time to integrate Frees resources to focus on the specifics
Reduces Maintenance Lowers BI tool maintenance Intelligently remaps with ERP upgrades Extends with ERP customizations Grows with consistent metadata
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The DecisionPoint Difference

• Unparalleled ERP to analytics integration
• Pre-built content to drive performance management
• Connects financial operational, summary to
  detail
• Integrates across ERP instances and investments
• End to end integration from source to report.

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BT Integrates their View of the Business
The Challenge MANY Businesses across MANY
Countries
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DecisionPoints Financial PerformanceManagement
Solution
DecisionCast
Financial Performance Warehouse
Integrated Metadata Management
Source Experts
Industrys Fastest ERP Data Integration
Intelligent sourcing from ERP systems
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DecisionPoint Source ExpertsTM
Oracle, Applications

• Finance
• HR
• Manufacturing
• Distribution

• Probes source system and customizations
• Automatic extraction and transformation
• Converts complex sources to pre-configured star
  schemas

Peoplesoft
Other
Source Experts
Financial Performance Warehouse
OperationalSystems
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Source Experts Under the Covers
GL_CODE_COMBINATIONS.SEGMENT2
Department
Asset Additions
Insurance Co
FA_ADDITIONS.ATTRIBUTE1
Memory
Sq Footage
Asset Type
FA_LOOKUPS.MEANING
Operational Systems
Financial Performance Warehouse
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Benefits of Source Experts
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The Smart Way to Manage Change
The Change . Without DecisionPoint With DecisionPoint
ERP Upgrade e.g. Oracle Apps 10.7 to 11i Hundreds of changes Months of remapping Out of the box! Simply import a new Source Expert package
ERP Customization e.g. New COA Structure New SQL required Custom extension model Remapping of reports Out of the box! Just refresh or add the flexfields, trees, or Chartfields
New/Additional ERP System e.g. Peoplesoft, SAP R/3 Understand ERP APIs Mapping of ERP to model Add a new Source Expert Automatically maps into data model
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The Power Behind Time to Value
British Telecom consolidated 90 GLs in 90 legal
entities using 46 currencies in 7 weeks reducing
their reporting costs by 10.
PGA integrated 5 years worth of Oracle data -
and were up and running in 5 days.
Deployed in 90 days, integrating legacy and ERP
systems - reducing maintenance staff from 11 to
3
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DecisionPoints Financial PerformanceManagement
Solution
DecisionCast
Financial Performance Warehouse
Finance-Centric Data Warehouse
Integrated Metadata Management
Pre-built, auto-configured and extensible
Source Experts
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The Financial Performance Warehouse By the
Numbers
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One Solution for Finance and Operations
By 2005, a consolidated approach that links
operational analytics will be an enterprise
requirement, often built on an enterprise
financial data warehouse
John Van Decker Sarbanes-Oxley Driving Companies
Toward Integrated Analytics
Connecting Manufacturing
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Rapid to Implement, Pre-Configured Models
Functional Areas Functional Areas Functional Areas Functional Areas
Finance Human Resources Manufacturing Distribution
Financial Statements Employee Analysis Bill of Materials Order Management
General Ledger Training Work in Process Inventory
Accounts Payable Advanced Benefits Purchasing
Accounts Receivable Payroll
Fixed Assets
Purchasing
Grants Accounting
Project Accounting
Business Domains
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Delivers the Visibility That Business Users Need

• Drill From Summary to Detail
• From Revenue, Expense, Profitability, Trends
• To Invoices, Orders, Purchase Orders
• See Behind the Financials
• From Income Statements, Balances Sheets
• To Sub ledgers and the detail
• Identify Operational Root Causes
• From General Ledger, Accounts Payable/Receivable
• To Purchasing, Inventory, Manufacturing, HR

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Business Domains In Finance
AccountsReceivable
AccountsPayable
FixedAssets
Purchasing
ProjectAccounting
Grants Accounting
General Ledger
Financial Statements

• Automate and speed financial reporting across
  disparate systems
• Monitor and analyze revenue, expenses, and
  profitability performance
• Analyze accounts receivable customer and invoice
  aging
• Optimize fixed asset usage and retirement
• Track complex project costs and associated
  revenue
• Understand grants award income and expenditures

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Business Domains in Human Resources
Payroll
Training
AdvancedBenefits
Employee Analysis

• Visibility into headcount and salary distribution
• Optimize HR resources based on cost and
  productivity
• Provide improved services and training to the
  employees
• Understand underutilized benefit programs
• Monitor department transfers, hiring and
  termination

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Business Domains In Distribution
Order Management
Inventory
Purchasing

• Analyze over and underperforming customers and
  products
• Understand inventory on hand and incoming
  inventory
• Optimize excess inventory and reduce inventory
  shortages
• Identify product quality issues and order-to-ship
  bottlenecks
• Understand purchasing discounts and vendor pricing

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Business Domains in Manufacturing
Work In Process
Bill Of Materials

• Analyzing the potential for lost or delayed
  revenue due to product shortages or modifications
• View all aspects of the BOM including
• components, assemblies, substitute components,
  routings and explosions
• Identify shortages in raw materials for jobs in
  process or just beginning

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Shared Metadata Connects Financial to Operational
General Ledger
Financial

• Accounts
• Period

Accounts Payable

• Department
• Vendors

Purchasing

• InventoryItem

Inventory

• Inventory Item

Bill of Materials
Operational
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The ERP Agnostic Solution of Choice

• Avoid ERP analytic stovepipesand lock in
• Deliver a common view ERPs
• Deploy a performance management delivery platform

Multiple ERP instances
OneView
LegacySystems
BespokeSystems
Different ERPs
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DecisionPoints Financial PerformanceManagement
Solution
Financial Intelligence
DecisionCast
Integrated analytic environment
Financial Performance Warehouse
Integrated Metadata Management
Source Experts
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Scalable, Personalized Insight with DecisionCast

• Easy to use
• Personalized dashboards
• Self service query
• Scheduled reporting
• Bursted report broadcast
• Browse and query the entire warehouse
• Fast and flexible to deploy
• Pre-configured to work withbusiness domains
• Code free development
• Oracle and NTLM authentication

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Extends to Microsoft Excel

• Up to date Excel worksheets
• Book quality reports
• Offline access
• Incorporate any data from the warehouse

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Open, Built In Cell Level Security

• Uses Oracle FGAC or database views and synonyms
  on fact and dimension tables
• Driven by one or more dimension tables
• Optional additional restrictions on available
  fact table columns
• Security Group is a group of dimensions and
  associated list of values
• Users assigned to groups
• Users have physical database accounts

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Integrates with Existing Analytic Investments

• Single integrated view across analytic tools
• OLAP
• Query
• Reporting
• Planning
• Consolidation
• Mining
• Best practice warehouse
• Star schema
• Federated dimensions
• Highly attributed

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The DecisionPoint Solution
Financial Performance Management
FinancialReporting
ManagementReporting
ComplianceMonitoring
PerformanceAnalysis
FinancialApplications
3rd Party BI Tools
DecisionCast
Financial Performance Warehouse
Integrated Metadata Management
Finance
Human Resources
Distribution
Manufacturing
TailoredIntegration
Source Experts
Data Sources
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The DecisionPoint Difference

• Unparalleled ERP to analytics integration
• Pre-built content to drive performance management
• Connects financial operational, summary to
  detail
• Integrates across ERP instances and investments
• End to end integration from source to report.

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Joint Success with Market Leading Organizations