Post on 17-Mar-2018
Integrating Oracle EPM System
with your Data Warehouse
interRel Consulting
2
Disclaimer
These slides represent the work and opinions of the
presenters and do not constitute official positions of
Oracle or any other organization.
This material has not been peer reviewed and is
presented here with the permission of the presenter.
This material should not should not be reproduced
without the written permission of interRel Consulting.
•3
interRel - Founded in 1997
2008 Oracle Titan Award winner for “EPM Solution” of the year
2008 Oracle Excellence Award winner with Pearson Education
One of the fastest growing companies in USA (Inc. Magazine, ‟08)
The only Hyperion consulting partner with 2 Oracle ACE Directors
and one Oracle ACE
Founding Hyperion Platinum Partner; now an Oracle Certified Partner
Focused on Oracle Hyperion EPM software
100% of our senior consultants are Hyperion Certified Professionals
250+ Hyperion projects completed
Optimization improvements of more than 99%
Regular presenter at Hyperion‟s users‟ groups and solutions
conferences
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•Copyright © 2007, Hyperion. All rights reserved.•4
Integrating Oracle EPM System with your Data
Warehouse
If your company has a data warehouse or is thinking of building
one, come to this presentation to learn how Oracle EPM System,
Fusion Edition (a.k.a. the products formerly known as Hyperion)
helps drive value from your warehouse solution. Understand the
benefit of Essbase and how this leading solution fits into your
overall information delivery platform. Learn about the new
technologies that drive seamless integration between your
applications, relational databases, and multi-dimensional
databases like the Essbase Studio, EPM Architect, Data
Relationship Management, and Financial Data Quality
Management. We‟ll also show you how the Reporting and
Analysis components provide a single interface into any type of
data source, combining both relational and multi-dimensional
data in nice formatted reports, user friendly dashboards, and
easy-to-use analytic screens. Join us for this informative session
to learn the best way to build a warehouse for integration with
Oracle EPM System, and how to get information out of your
warehouse if you've already built one.
5
Agenda
Challenges in my DW Environment
Enterprise Performance Management Defined
Oracle‟s BI and EPM System Solutions
Integrating EPM with your Data Warehouse - The End
Result
We‟ll review a few products that are outside of the “Hyperion” toolset as they are relevant solutions
for enhancing your data warehouse and information delivery.
6
GIVE ME THE DATA!
ITIT
IT
Data is Everywhere
Knowledge Gap
Growing
gap
Source: Gartner Group
Info
rma
tio
n
Time
EnterpriseReporting
IT Staff
Performance Dashboards
Executives & Managers
Power
Analysis
Data Experts
Production Reports Query & Analysis
Different User Communities Have
Different Interface & Delivery Needs
Web Reporting & Analysis
Analysts
So we built a Data Warehouse …
Common enterprise wide data storage mechanism
Translated and transformed data from many source
systems
Common source of detailed records
Common data dictionary
Facilitates reporting and analysis
Rows and columns reporting
11
Data Warehouse
Reporting
Legacy HR Billing ExcelExternal
SourcesGL
ET
L
Data Warehouse (Physical)
Common Transformations
Star schemas
Transactional Detail
Relational Detail
Common dimensions
Data models
Adhoc Dashboards SQL
But we still weren‟t satisfied…
Common concerns for reporting and analysis against data
warehouses
Too much detail
Analysis is challenging
Performance
SQL focus
IT terms
Historical based
Fragmented front end tools
Focused more on the “database” vs. the end user
experience
13
So we added Data Marts
Data grouped for a specific subject area
Can contain atomic data and summarized data
May or may not be part of the “data warehouse”
Relational and/or multi-dimensional
Based on user requirements
Relational Marts = Lots and lots of detail; rows and
columns
Multi-dimensional Marts = Aggregate information with drill
down capabilities
Integrated Data Marts
Ideally we implemented integrated data marts
Common dimensions
Integrated data
Benefits
Answer questions that span data marts
Reusable components
Consistency between projects
Expanded Data Warehouse
Legacy HR Billing ExcelExternal
SourcesGL
ET
L
External
Data Mart
Operational
Data Mart
Customer
Data Mart
HR
Data Mart
Data Warehouse (Physical)
Common Transformations
Transactional Detail
Relational Detail
Common dimensions
PlanningConsol.
Reporting Adhoc Dashboards Office
Why Multi-dimensional Marts?
OLAP - Online analytical processing
Enterprise-wide data analysis
High-speed reporting of information
Analysis capabilities – drilling, swap rows and columns
Fast
Flexible
Scalable
Shared
Secure
Getting closer but we still found some issues…
Still no common interface for end users
Fragmented tools
Inconsistent models and terminology across data marts
Complicated integrations to create marts
Historical reporting focus
We need one place to go to access any content
We need actionable information now
We need insight into business so we can make decisions
We need to be predictive and have scenario modeling
capabilities
18
Enterprise Performance Management
The Solution – Enterprise Performance Management
19
What is Enterprise Performance Management?
Enterprise Performance Management
“A set of processes that help organizations optimize their
business performance. It is a framework for organizing,
automating and analyzing business methodologies, metrics,
processes and systems that drive business performance.” Wikipedia
20
What is Enterprise Performance Management?
EPM is a critical part of your overall information delivery
platform
EPM systems are used to proactively manage the
business
Tie operational reporting and analysis to financial plans
and reports
Provide insight into results
Provide relevant, timely and actionable information for
better business decision making
EPM systems source and provide information to the data
warehouse
The products formerly known as Hyperion provide
Enterprise Performance Management (“EPM”) capabilities
21
The Complete Solution
Legacy HR Billing ExcelExternal
SourcesGL
EPM Workspace
Ma
ste
r D
ata
Ma
na
ge
me
nt
HR
Data Mart
Data Warehouse (Physical and/or Virtual)
Common Transformations
Transactional Detail
Info
rmatio
n D
eliv
ery
Pla
tform
Relational Detail
Common dimensions
Planning
Consol.
Desktop, Web, Search, Office, Alerts, Mobile
Customer
Data Mart
Operational
Data Mart
Standard Reports, Adhoc Analysis, Data Mining, Dashboards, Performance Scorecards
Budgeting
Forecasting
Strategic
Planning
Profitability
&Cost
Modeling
Data
In
tegra
tio
n (
ELT
)
Key Points
Bi-directional arrows –
sharing information
Common Workspace for
information access
Performance management
processes and enabling
technologies
Data integration (ELT vs.
ETL)
Common dimensions and
common master data
management across on
information delivery
components
Continual flow and integration
across systems and
processes
23
What is Oracle EPM?
Oracle EPM System - product grouping available from Oracle
All of the products formerly known as Hyperion are now called “Oracle
EPM System”
Performance Management Application components
Strategic Planning
Planning, budgeting and forecasting with Hyperion Planning
Profitability Management with Hyperion Profitability and Cost
Management (HPCM)
Consolidations with Financial Management
BI Foundations components
Speed of thought reporting and analysis against all sources
including integrated data from the EPM Applications (above)
Common Foundation Services
Central interface for EPM Access – both Web and Microsoft Office
24
Oracle EPM System – Product Grouping from Oracle
Oracle® Hyperion Performance
Management Applications, Fusion
Edition
Oracle® Hyperion Planning, Fusion
Edition
Oracle® Hyperion Workforce Planning,
Fusion Edition
Oracle® Hyperion Capital Asset Planning,
Fusion Edition
Oracle® Strategic Operational Planning,
Fusion Edition
Oracle® Hyperion Financial Management,
Fusion Edition
Oracle® Hyperion Financial Data Quality
Management, Fusion Edition
Oracle® Hyperion Performance
Scorecard, Fusion Edition
25
Oracle’s Business Intelligence
Foundation
Oracle® Essbase
Oracle® Essbase Visual Explorer
Oracle® Hyperion Financial Reporting,
Fusion Edition
Oracle‟s Hyperion® Web Analysis
Oracle‟s Hyperion® Interactive Reporting
Oracle‟s Hyperion® SQR Production
Reporting
Oracle® Fusion Middleware
Oracle® Hyperion Data Relationship
Management, Fusion EditionThe artist formerly known as Hyperion
Oracle‟s BI and EPM Solution
26
Performance Management Applications
EPM Workspace
BI Applications
BI Foundation
Fusion Middleware
Legacy HR Billing ExcelExternal
SourcesGLDW
Oracle‟s BI and EPM Solution
27
Performance Management Applications
EPM Workspace
BI Applications
BI Foundation
Fusion Middleware
Legacy HR Billing ExcelExternal
SourcesGLDW
Hyperion Planning
28
Improves Business Predictability
Powerful workflow and process management
Intuitive interface and guided planning processes
Robust data integration
Leverages Essbase – powerful and immediate reporting and analysis
Scalable web infrastructure
Integration with Office
Special-purpose planning modules for fast deployment
Replaces Oracle Enterprise Planning and Budgeting
29
Integrated Business Planning Framework
Income Statement
Balance Sheet Cashflow
CORE FINANCIAL PLANS
Workforce Planning
CapEx Planning
SPECIALIZED MODULES
Sales Planning
OPERATIONAL PLANS
Projects Planning
Marketing Planning
IT Planning
Essbase OLAP Server
Hyperion Planning Application
Data Warehouses Transactional Systems Performance Management Applications
EPM Workspace
Navigate and Enter Data in Planning
33
Accelerates Reporting Cycles and Reduces Costs of Compliance
Patented financial consolidation and reporting features
Complete audit trails, workflow and validations
“Smart Dimensionality”
Flexible “what if” scenario management features
Powerful, reporting and analysis tools
Full integration with ERP and other transaction systems
Intercomany
Journals
Multi-currency translation
Hyperion Financial Management
Hyperion Profitability and Cost Management (HPCM)
User Driven Performance Management application
Measures, allocates and assigns cost and revenues
Computes profitability for business segments, customers,
products
Provides scenario modeling for decision making
No IT required to create Profitability models
Tightly integrated with EPM System
Visual interface
Leverages the power of dimensionality
Methodology independent
Advanced calculation engine (Essbase)
34
Oracle‟s BI and EPM Solution
35
Performance Management Applications
EPM Workspace
BI Applications
BI Foundation
Fusion Middleware
Legacy HR Billing ExcelExternal
SourcesGLDW
OBI Server
Provides integration of many
sources
Intelligent caching services
Multi-dimensional calc and
integration engine
Intelligent request generation
and optimized data access
services
Three layers
Physical
Business Model /Mapping
Presentation
36
Not part of the Hyperion product offering but relevant to our discussion about integration with data warehouses.
Oracle BI Server
Federates the data with a virtual schema
Moving the data “virtually”
Build a data warehouse without building a physical data
warehouse
Combine tables across sources (columns + columns)
Combine data in tables sources (rows + rows)
Perform transformations and aggregations
Key Strengths
Easy to do
Real time data
Flexible
Key Cost / Disadvantage
On the fly queries so possible performance issues
(because everything is virtual)
Some tools to minimize performance issues (caching)
37
Oracle BI Server
Serves virtual schema to customers (any customers)
Connect via odbc or jdbc
Oracle BI server is “invisible”
Remove direct access to transaction systems
Interpret results – drag and drop values from the
presentation layer
Provides a listing* of data elements for reporting and
analysis
*We‟ll come back to this as a comparison point for Essbase
Analytic capabilities with the front end tools (Answers,
Dashboards, and Publisher)
38
39
Essbase
Extended SpreadSheet dataBASE
Essbase invented OLAP
One of the top 10 technology innovations of the
decade
Optimized data storage
Broad analytic functionality
Drill, pivot, select, compare, rank, sort, filter, group,
stack, calculate, annotate and write back
High-speed reporting of information
Speed of thought
Follow the business thought / organization view of the
data
Highly advanced calculation engine
Similar to calculations in Excel „on steroids‟
Enterprise-wide data analysis
How Essbase Thinks
Multidimensional cubes
Dimensions
Common grouping or hierarchy of master data
Organization
Product
Accounts
Optimized data storage
Block storage
Aggregate storage
XOLAP
Drill through reporting
40
•JAN
•JAN
•JAN
•FEB
•FEB
•LA
•SF
•PHX
•LA
•SF
•SALES
•SALES
•MARGIN
•SALES
•MARGIN
•ACTUAL
•ACTUAL
•BUDGET
•BUDGET
•ACTUAL
•500
•250
•180
•300
•400
•WEST
•L.A.
•S.F.
•PHX
•DEN
•Actuals •Budget•Sales •Margin •Sales •Margin
Flexible-Custom Dimensions
Dimensions are defined by the customer
How should Time Periods look?
When does the Fiscal Year begin?
How should the Product dimension look?
What slices of data do we need to view?
Users report and perform analysis by dimensions and hierarchies
Visible
Intuitive
Analyzing in Essbase
42
Flexible–Custom Calcs & Business Rules
Similar to calculations in Excel „on steroids‟
Aggregations
Allocations
Scenario planning
Automated business logic
Driver based logic
350 functions
Financial intelligence
Understands expense reporting for variances
Time intelligence
YTD
Aggregation over time (headcount)
44
Recap - Advantages of Hyperion Essbase
Optimized data storage
Fast reporting and analysis performance
Top down analysis
Limitless dimensions and members with ASO
Advanced calculation engine with BSO
Flexible
Shared
Secure
Fast
Dimensional view for end users (follows the “business”
hierarchies)
Advanced Analytics
Scalable
Essbase Studio
Next generation tool for Essbase app building and administration
Single graphical modeling environment & single set up steps
to … ease of use
Integrate Cube creation capabilities of EIS and EAS
Promote reuse and consistency
Standard methodology for deploying Essbase apps New term – “Models”
Manage change through impact analysis and artifact lineage
Update data source administration and access
“Cube factory”
Make it simple
Unifies many sources for modeling
RDB / Data Warehouse
OBIEE
Flat Files
EPMA Dimension Library
Essbase Studio
46
End User Experience
The Front End Tools
Must Haves for End User Presentation
Common
Consistent
Easy to use
Interactive
Flexible
Fast
Seamless
Efficient
Pervasive
Real time
Predictive
Minimal training required
Reporting & Analysis Needs
Ad Hoc Querying
Easy to use adhoc capabilities – drag and drop, drill, pivot, filter
Advanced analytic capabilities like traffic lighting, filtering, etc.
Dashboards
Present key information in dashboard format, including key metrics and graphs
Drill / link capabilities to additional detail and information
Standard Reports
Formatted, printable reports
Dynamic reports based on end user selections
Alternate delivery mechanisms
Office, Web, Desktop, Alerts, Mobile, Offline
Common EPM Workspace - Web
Single thin client environment bringing all of the
Oracle EPM System and BI tools together in one
access point
Standardizes the delivery of business intelligence
Provides a centralized repository
Meets full range of reporting requirements
Empowers users with personalized dashboards
Provides advanced analytic capabilities
Accesses any data source – relational, multi-
dimensional, file based systems
“Windows on the Web”
Personalize Workspace pages, search explore and
access, “Save a favorite report”
54
Workspace HomePage
55
Workspace – Applications, Administration and More
56
Workspace - Explore
Windows Explorer
look and feel
Organize and secure
folders for access
Can access any type
of content
OBI Dashboard
OBI Answers
report
FR document
IR document
WA document
External content
like Word docs,
Excel
spreadsheets,
PDFS and more
58
Financial Reporting
Highly formatted financial and
operating reports for Hyperion
sources Essbase
Planning
FM
Hyperion specific functions and
features
Books, batches and snapshots
Delivery online, file system or
Batch processing and report
bursting
Schedule process
GAAP compliant
XBRL support
Answers
Part of the OBIEE suite
Adhoc reporting
interface, pivot, charts
Point and click
Save organize and
share
Link content to
Dashboards
Answers+ coming soon
… full Hyperion feature
support
59
Dashboards
Part of the OBIEE suite
Fully interactive
graphical dashboards
Real time data across
enterprise sources
Point and click to
create and use
Guided analytics –
intelligent links to aid
users in their
investigations
Dashboards+ coming
soon … full Hyperion
feature support
60
OBI Publisher
Part of the OBIEE suite
Pixel perfect reports
E.g. Standard reports, checks,
invoices
Multiple data sources
OBI Server
Databases
Files
Web Services
URLs
Multiple output formats
Word, Excel, PDF, XML, others
Delivery online, email or FTP
Batch processing and report
bursting
High volume printing
61
Other BI Tools
Delivers
Automate detection and notification of information
Look for problems and trends of data and then use this
to push out to mobile devices
iBots for workflow
Briefing Books
Capture the content of a BI Dashboard
View with Briefing Book reader software
Updateable snapshots
62
Integration with Microsoft Office - Smartview
Common add-in to provide integration with Microsoft Office
for Oracle EPM System and BI tools
Planning, FM, Strategic Finance, HPCM, Essbase,
OBIEE, WA, FR, IR, PR
Copy and paste data points
Smart slices and Report Designer
Import Web Analysis, Financial Reporting, and Interactive
Reporting report images and grids into Microsoft products
Enter plans and run Business Rules in Excel
Run consolidations and enter journal entries in Excel for
Financial Management
66
Supported Data Sources
Essbase
Financial Management
Planning
Reporting and Analysis
Financial Reporting
Web Analysis
Interactive Reporting
Production Reporting
OBIEE in version 11
Just one of the really cool Smart View features…
68
Enterprise performance Management
Common Foundation Layer and Supporting Cast
Hyperion Financial Data Quality Management (FDM)
Single, systematic process for loading data from disparate
systems into target analytical applications
Provides visibility, traceability, integrity and verification
processes
Standardizes with repeatable financial processes
Lowers the cost of compliance
Delivers process transparency through audit trails
Automates the collection, mapping, verification and
movement of data
Provides validation and check points for all collection and
mapping steps
Drill to transactional detail in 11.1.1
75
Data Relationship Management
Formerly known as Master Data Management
Allows business users to manage master data
(dimensions, hierarchies, etc.)
Provides audit controls and accountability
Allows synchronization of master data across the
enterprise
Allows for the management and automation of business
rules
Improve your change management process and
communications
Quickly remap historical data on demand
Deliver Web-publishing, -viewing, and -download
capabilities
Bringing It All Together – Oracle EPM System
Legacy HR Billing ExcelExternal
SourcesGL
EPM Workspace
DR
M f
or
Ma
ste
r D
ata
Ma
na
ge
me
nt
Data Warehouse
Info
rmatio
n D
eliv
ery
Pla
tform
FM
Desktop, Web, Search, Office, Alerts, Mobile
Standard Reports, Adhoc Analysis, Data Mining, Dashboards, Performance Scorecards
PlanningStrategic
PlanningHPCM
OD
I a
nd
FD
M f
or
ELT
SourcesSources
Essbase
Data Marts
StudioEPMA
Bringing It All Together – Oracle EPM System
Common Workspace
Common reporting, analysis and
dashboarding tools with
comprehensive delivery options
Common Foundation services
Take advantage of the EPM
applications and enabling
technology
Source most data from your data
warehouse
78
Send EPM information back to the data warehouse
Powerful analysis with Essbase marts
EPM and Essbase reporting and analysis with Smart View, WA, FR,
and/or IR
Relational reporting with IR
Share information between Essbase marts and other EPM apps
ODI and/or FDM for data integrations
Manage enterprise dimensions with Data Relationship Management
Bringing It All Together–Oracle EPM System & OBIEE+
Legacy HR Billing ExcelExternal
SourcesGL
EPM Workspace
DR
M f
or
Ma
ste
r D
ata
Ma
na
ge
me
nt
Data Warehouse
Info
rmatio
n D
eliv
ery
Pla
tform
FM
Desktop, Web, Search, Office, Alerts, Mobile
Standard Reports, Adhoc Analysis, Data Mining, Dashboards, Performance Scorecards
PlanningStrategic
PlanningHPCM
OD
I a
nd
FD
M f
or
ELT
SourcesSources
OBI Server
Essbase
Data Marts
StudioEPMA
Bringing It All Together-Oracle EPM System & OBIEE+
Common Workspace
Common reporting, analysis and
dashboarding tools with
comprehensive delivery options
Common Foundation services
Take advantage of the EPM
applications and enabling
technology
Virtual data warehouse for unifying
sources with OBI Server
80
Send EPM information back to the data warehouse
Powerful analysis with Essbase marts
EPM and Essbase reporting and analysis with Smart View, FR,
Dashboards, Answers, & Publisher
Relational reporting with Smart View, Dashboards, Answers, & Publisher
Share information between Essbase marts and other EPM apps
ODI and/or FDM for data integrations
Manage enterprise dimensions with Data Relationship Management
81
In Summary…
Proven integration between ERPs, data warehouses and
the Oracle EPM System (a.k.a Hyperion)
Oracle EPM System fills in the Enterprise Performance
Management / Business Intelligence Gaps
Reporting, Dashboards, and Advanced Analytics
Supports all user communities from the experienced to
the novice
User community workspace / personalization
Helps us to be more insightful and agile
Benefits
Integration
Reduced deployment costs
Functionality
Thank you!!
Free webcasts – Thursday, 1pm CST
Fundamentals and Advanced training courses
available
For more information, contact info@interrel.com
Edward Roske, Oracle ACE Director, interRel Consulting: eroske@interrel.com
www.looksmarter.blogspot.com
82
Technical Architecture
Technical and Data Architecture Plans and Tools:
Implement formal technical architecture and data
architecture plans and tools for support of existing and
future projects.
Conceptual architecture
Technical architecture
Security administration
Backup and recovery
Configuration management
Change management
Steps to Successful Information Delivery
Communication & Training
Information Delivery Communication Campaign:
Implement a marketing/communications strategy to promote the
Information Delivery Architecture to the enterprise-wide community.
Information Delivery Training:
Define a training strategy, including online self training and
classroom forums to address end user needs
Create training materials and online and classroom formats
Steps to Successful Information Delivery
Project vs. Program Management
Program Management – Management of a group of related BI and data warehousing projects to the realization of a larger goal or vision than defined for the constituent projects themselves
Project Management – Management of a temporary endeavor with a unique defined result such as expansion of information availability that adds business functionality to the end user environment
86
History of Relevant Buzz-Initials
EIS – Executive Information Systems
MDDB – Multi-dimensional Databases
OLAP – On-Line Analytical Processing
DSS – Decision Support Systems
BI – Business Intelligence
BPM – Business Performance Management
EPM – Enterprise Performance Management
KM – Knowledge Management
KO – Knowledge Optimization
What We Really Need is Information
Easily accessible
Easy to use
One source
Timely
88
Transaction processing
Cleansing / normalization
Relational warehouse
SQL reporting
Exploration / analysis
What Are Your Issues?
No single strategy for information delivery
Ad hoc & data mining against transaction systems, resulting in: Performance degradation to transaction systems
Developer time required to create and maintain results
Limited capabilities in ad hoc queries & data mining
Silos of information with a multitude of tools and technologies for accessing that information
Limited integration with the existing databases and data marts
Limited visibility to metrics for operations management and budget evaluation
Limited interoperability with proprietary databases
Maybe we should build more databases?
Financial
GL
HR
DATA
Sales Distribution Custom
Finance Manufacturing Executives
INFORMATION
ITMarketing Sales
Financial
GL
HR
DATA
Sales Distribution Custom
Finance Manufacturing Executives
INFORMATION
ITMarketing Sales
Information Delivery Platform
Closing the Knowledge Gap
What is the Information Delivery Platform?
Unified, standardized process and system for gathering
information and making that information available to satisfy
multiple data access requirements across the organization
Includes reporting, analytics, dashboarding, and data
mining
One presentation layer for the end user that may
technically access a number of different databases and
servers but is still part of one information delivery system
Standard guidelines, procedures, and oversight allow for
better data integration and delivery across the organization
What is the Information Delivery Platform?
Information Warehouse (vs. Data Warehouse)
Common Information Model
Meaningful sets of data, grouped together for the purposes of reporting and analysis
Includes data warehouse, data marts, data integrations, master data management and end user presentation
The Need for the Data Warehouse
Common enterprise wide data storage mechanism
Translated and transformed data from many source
systems
Common source of detailed records
Common data dictionary
Facilitates reporting and analysis
Common concerns for reporting and analysis against data
warehouses
Too much detail
Analysis is challenging
Performance
SQL knowledge
IT terms
94
Reporting & Analysis Needs
Ad Hoc Querying
Easy to use adhoc capabilities – drag and drop, drill, pivot, filter
Advanced analytic capabilities like traffic lighting, filtering, etc.
Dashboards
Present key information in dashboard format, including key metrics and graphs
Drill / link capabilities to additional detail and information
Standard Reports
Formatted, printable reports
Dynamic reports based on end user selections
Must Haves for End User Presentation
Consistent
Easy to use
Interactive
Flexible
Fast
Seamless
Efficient
Real time
Predictive
Pervasive – “Bring the report to the user”
How Is EPM Different from EBS/Peoplesoft/JDE?
EBS / Peoplesoft/JDE are transactional systems
Transactional systems
Record business activities
Finance/accounting
HR
Operations
Manufacturing
Supply Chain
CRM
Used to run the business
Gather data to report results
97
98
CUSTOMER CHALLENGES RESULTS WITH ESSBASE
Top down analysis
Advanced analytics
Complex calculations & allocations
Business view of the data
Solves Analysis and Reporting Challenges
99
7,000 Users in 2,500 Branches
Before
• Estimated 1,500 homegrown
systems to manage branches
• No daily branch reporting
• No daily or weekly forecasting
• No insight into details
After
• Single, centrally managed system
serving 7,000 users
• Daily results available at 9:30 pm
eastern „same-day‟
• Daily / weekly / monthly forecasting
built into a consistent interface
• Integrated drill-through to GL (and
invoice images)
•U.S. Bank is the 6th largest commercial bank in the
United States. The company operates 2,522 banking
offices .
100
CUSTOMER CHALLENGES
Multi-source reporting
Too many reporting tools
Training required
Desktop clients
Spreadsheet mania
RESULTS WITH ORACLE
Access relational and multi-dimensional data sources in one interface
One reporting and analysis interface end users
Windows-like environment
Thin client, web enabled
Dynamic reporting
Solves Reporting, Dashboarding, and Analysis
Challenges
101
Better Planning at Radioshack
Before
• Homegrown system
• Scalable to retail level only
• Heavy administration
After
• Lowered overall system
administration, reducing headcount
by 20%
• Plan at store level
• Rolling forecasts by store by SKU
which streamlined the production
and ordering process maintaining
inventory levels
Radioshack is one of the nation‟s most experienced
and trusted consumer electronics specialty retailers.
The company has a presence through almost 6,000
company-operated stores and dealer outlets in the
United States, more than 150 RadioShack locations in
Mexico and nearly 800 wireless phone kiosks.
102
First to Report on the Dow Jones
Before
• 12+ days to close
• Many analytical technologies
• Complex reporting and forecasting
processes
• Hours to create reports
After
• 5 days to close
• Global consolidation across 58
lines of business
• Global forecasting and reporting
solution for 1,000+ users
• Minutes to access information
•The world‟s leading producer of primary aluminum with $23.5
billion in revenues with operations in 43 countries and 350
locations. Alcoa has over 131,000 employees.
103
CUSTOMER CHALLENGES
Planning Cycle Time
Accuracy / Variance
Excel Errors
Level of Plan Detail
Finance Productivity
ROI
RESULTS WITH PLANNING
50-82% Time Reduction
65-80% Improvement
Replaced 6000+ Spreadsheets
700 Accounts; 60,000 Employees
8 FTE’s Transferred to Analysis
$1.5M Return on Investment
Solves Planning and Forecasting Challenges
104
CUSTOMER CHALLENGES
Complex Financial Closing
Inconsistent Account Structure
Financial Data Collection Errors
Changing Disclosures
Inefficient Filing Process
ROI
RESULTS WITH ORACLE
5 Days; 585 Legal Entities; 45 BU’s
10 Systems; Reduced by 50%
26 Countries
Sustainable Reporting; 150 KPI’s
17% Productivity Gain in 10-Q’s
67% with 1.5 Year Payback
Solves Global Financial Reporting Challenges