Enterprise Performance...
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Enterprise Performance Management Fekete Zoltán Oracle üzleti intelligencia és adattárház termékmenedzser
Transcript of Enterprise Performance...
Enterprise Performance ManagementFekete ZoltánOracle üzleti intelligencia és adattárház termékmenedzser
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Enterprise Performance Management
umbrella: esernyő; egységet biztosító
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Enterprise Performance Management
• EPM alkalmazások: • Tervezés, előrejelzés készítés• Konszolidáció• Jövedelmezőség mérés, ABM• Scorecardok
• Az EPM alkalmazások egy BI keretrendszerhez kapcsolódnak (adatforrások, adat integráció (ETL), jelentéskészítő eszközök, DW...)
A CPM egy csoportosítás, magában foglalja a folyamatokat, módszereket, mérést, és rendszereket, melyek a szervezet
teljesítményének méréséhez és kezeléséhez szükségesek. A teljesítmény vezérelt vállalati környezetben működik legjobban, és
alkalmazkodik a szervezethez. --Gartner, 2001-ben vezette be
4Source: PwC Trendsetter Barometer study, January 2004
Az EPM és az üzleti siker kapcsolata
54%Ügyfél reakció idők
59%Termék megbízhatóság
66%Termék/szolgáltatás profitabilitás
67%Ügyfél kiszolgálás időbeli perf. mutatói
81%Bevétel növekedés
88%Nyereségességi mutatók
A leggyakrabban használt metrikákVálaszadók százalékban
Source: PwC Trendsetter Barometer study, Jan 2004
“A vizsgált vállalatok körében közvetlen korreláció van a rendszeresen használt vállalati teljesítmény mérőszámok mennyisége és a vállalat mérete és növekedési üteme között.”
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Gyorsan változó környezet• Tervezési és döntési ciklus
gyorsítása?• Monitorozás és korai
beavatkozás?
Döntési folyamat nem automatizált
• Döntések végrehajtásának bizt.• Együttműködés a többi
döntéshozóval?
Üzleti események nem elemzettek
• Lényeges adatokra fókuszálás?• Szétszórt adatok elérése,
elemzése?
Előrejelzési képesség hiánya• Illeszkednek az előrejelzések?• Változások, azok hatása és a tervek
viszonya?
Stratégia Terv
Monitor & Evaluate
Akció
Üzleti hatások
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Törvényi előírások és követelmények
• Sarbanes-Oxley• Patriot Act• Graham-Leach-Bliley Act• Basel II Accord
• Belső és külső megfelelés• Kockázatok csökkentése• Felelősség, elszámoltathatóság
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EPM kulcs trendek
• EPM túlmutat a pénzügyi területen.
• Service Oriented Architecture (SOA)
• A legfontosabb visszatartó erő a szervezeti kultúra
• Strukturálatlan adatok a BI alkalmazásokba – szöveg, képek, ...
• Lokális desktop alkalmazásokból, web-alapú központosított alkalmazásokba
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EPM kulcs trendek
• a CPM teljes megoldások előretörése• Integrated ERP and BI vendors have the best chance of
sustaining a position in the CPM market by being in an optimal position to satisfy user requirements. Best-of-breed and hybrid vendors will have more of a challenge in escaping a niche position. . (Gartner 03/06/06 CPM Scenario)
• A szűk kínálatú gyártók eltűnnek, vagy felvásárolják őket
• A „siló” megoldások kihalása
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Performance Management or Business Intelligence?
Product ProfitabilityPlanning
ForecastingEmployee Performance
Customer’s Perspectives Are Framed Business Roles
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Customer Reality: Siloed Solutions, Spreadsheet Hell
FRAGMENTED DATA SOURCES
AD-HOC PROCESS
MULTIPLE ROLES
DISPARATE BI SOLUTIONS AND REPORTING SYSTEMS
DIFFERENTMETRICS
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CUSTOMERSERVICE
MARKETING
EXECUTIVE
FINANCE
HUMANRESOURCES
HIRINGQUALITY
EBITDA
BRAND
SERVICELEVELS
COMPANYHEALTH
GOAL
PLAN
ANALYZE
REPORT
MODEL
Multiple POINT
APPLICATIONS
MultipleLEGACY
APPLICATIONS
Multiple SUPPLY CHAIN
Multiple ERP
Multiple DATA
WAREHOUSES
PLAN
NIN
GO
PER
ATIO
NS
FIN
ANC
E
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
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InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
Strategy – Provide the Industry’s First Enterprise Performance Management System
• Comprehensive• Hot Pluggable• Pervasive
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Enterprise Performance Management SystemIntegrates Transaction, Intelligence, Financial Systems
Financial Performance Management
Financials HRSupply Chain ProcurementSales & CRM
Planning & Budgeting
Financial & Statutory Reporting
Metrics & Scorecards
Modeling Financial Management
Operational BI Systems
Operational Business
IntelligenceQuery & Analysis
Dashboards Alerts & Workflow
DataIntegration
OLAPData Warehouse
Enterprise/Operational Reporting
EnterprisePerformanceManagement
System
Transactional Systems
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#1
47%
1%5%
8%
8%
8%
4%
19%
Other
Stronger Together
Other48%
3%10%
10%
14%4%
6%
5%
Performance Management Business Intelligence Tools
Gaining Market Share
Source: IDC, “Worldwide Business Intelligence Tools 2005 Vendor Shares,” July 2006, Doc #202603
Source: IDC, “Worldwide Business Performance Management Applications 2005 Vendor Shares,” Sept. 2006, Doc #203414
ClearMarket Leader
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Introducing: Oracle’s Enterprise Performance Management System
Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcessEssbase
Financial Performance Management Applications
Operational BI Applications
Fusion Middleware
Web Office Desktop Mobile Embedded in Applications
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Key InitiativesPlanning Assumptions
ActualsPerformance Targets
Master Data
Set Strategic Objectives
CorporateDevelopment
TreasuryStrategies
Long-TermPlanning
Strategic Planning
Cascade Targets
Allocate Resources
Forecasting Detailed Budgeting
Budgeting and Forecasting
Most Comprehensive Suite of Financial Performance Management Applications
Data Cleansing Consolidate
Internal Reporting &
Analysis
External Reporting & Compliance
Financial Close Process
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Hyperion Planning
• Strategic Planning• Modeling & Simulation• What-if Analysis• Excel Integration• Enterprise Collaboration• Native Reporting & Analysis#1
Planning & Budgeting
Applications
• Speed • Accuracy• Align finance and operations• Accountability• Visibility to past, current and
future business performance
BENEFITS
FEATURES
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Hyperion Financial Management
• Simple to Customize• Easy to Integrate• Financial Data Quality• Complete Audit Trails• Flexible Workflow• Powerful Reporting• Finance owned & operated#1
Financial Consolidation, Reporting &
Analysis
• Confidence in the numbers• Reduce cycle time• Automate collection & validation• Lower cost of compliance• Speed and agility
BENEFITS
FEATURES
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Most Comprehensive Suite of Operational BI Applications
Travel& TransAuto Comms
& MediaComplex
MfgConsumer
Sector Energy FinancialServices
HighTech
Insurance& Health
LifeSciences
Public Sector
Other Operational & Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters:
SalesService &Contact Center
MarketingOrder
Management& Fulfillment
Supply Chain Financials Human
Resources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell / Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
A/R & A/PAnalysis
GL / BalanceSheet Analysis
Customer & ProductProfitability
P&L Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearity
Ordersvs. Available
Inventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
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A BI alkalmazások gazdaságossága
Business Intelligence Apps:
Üzleti értékGyorsabb eredményekAlacsonyabb TCO
Előre elkészített DW nélkülHagyományos eszközökkel
Business Intelligence Applications
kész elemző alkalmazások
Back-end Back-end ETL andETL andMappingMapping
DW DesignDW Design
Define MetricsDefine Metrics& Dashboards& Dashboards
Training & Roll-outTraining & Roll-out
Kész ETL: Siebel, Oracle, PeopleSoft SAP forrásokra.
Kész DW, alakítható.
Szerepfüggő dashboard, alert, kész metrikák sokasága
Hetek, hónapok
Pre-built ETL Pre-built ETL TailoringTailoring
DW Design ModDW Design Mod
Specific MetricsSpecific Metrics& Dashboards& Dashboards
Training & RolloutTraining & Rollout
Akár évek
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Oracle Enterprise Performance Management SystemOracle Business Intelligence Foundation
Hot-Pluggable With Existing IT Investments
OracleKerberosiPlanetMSFT ADNovellCustom Others ..
Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..
Any JSR 168 Portal Oracle Data Mining, SPSS, SAS
Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards ..
Excel, Outlook,Lotus Notes ..
Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server & Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, Text
Portals Data Mining Applications Desktop Tools
Security Data Access Data Integration
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Oracle BI and Performance Management ApplicationsAn Enterprise Performance Management System
Oracle Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcessEssbase
Common Enterprise Information Model
Reporting
Modeling Planning Budgeting FinancialManagement Consolidation Scorecards
PlanningOperational BI
Sales &Marketing
IndustryAnalytics
HumanResources
Order Management& Fulfillment
SupplyChain
Service &ContactCenter
Scorecarding
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Search
Pervasive Information Access Through a Unified BI Foundation
Ad-hoc Analysis
Interactive Dashboards
ProactiveDetectionand Alerts
MS Office& OutlookIntegration
Reporting & Publishing
Disconnected& MobileAnalytics
OLTP & ODSSystems
Data WarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Integrated Security, User Management, Personalization
Intelligent Request Generation and Optimized Data Access Services
Essbase
Common Enterprise Information Model
DesktopGadgets
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Oracle BI Suite Enterprise Edition Plus
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Financial Performance Management Applications
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial ReportingBI Publisher
Interactive ReportingSQR Production Reporting
Web Analysis
Ad hoc Analysis
ProactiveDetectionand Alerts
Microsoft Office
Interactive Dashboards
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The #1 BI Vendor Criteria“Ability to integrate with Existing Applications”
Source: InformationWeek
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Steps Required to Build a BI SolutionSignificant Investment, Skills and Time Required
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License / create information delivery tools
Research / understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
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Steps Required to Build a BI SolutionSignificant Investment, Skills and Time Required
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License / create information delivery tools
Research / understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject areaThese steps require multiple BI and DW
technology INVESTMENTS
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Steps Required to Build a BI SolutionSignificant Investment, Skills and Time Required
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License / create information delivery tools
Research / understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject areaThese steps require multiple BI and DW
technology INVESTMENTS
These steps require IT or BI staff
resources with specialized SKILLS
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Steps Required to Build a BI SolutionSignificant Investment, Skills and Time Required
These steps require multiple different BI and DW technology
INVESTMENTSLicense an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License / create information delivery tools These steps take TIME to understand
and perfect as knowledge of best
practices is learned
Research / understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
These steps require IT or BI staff
resources with specialized SKILLS
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
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Key Messages
CFOs
CIOs
CXOsLOB
• Improve confidence and compliance• Improve business velocity• Drive predictable results
• Consistent view of information• Leverage existing IT architecture• Better together with Oracle
• Fact-based decisions• Insight into action• Analytics drive business value
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Oracle EPM előnyök
• Open, scalable, market leading, best-in-class EPM• enterprise EPM and BI for the business user in a heterogeneous
environment• Proven, market leading, enterprise, and best-in-class EPM and BI/ DW• Deep expertise and heritage in Finance with a rich and proven product,
as well as packaged planning applications • Unified BI for the business user with an extensive set BI Applications for
all major Enterprise Applications• Multi-platform support• Strong CFO Presence and pre-built EPM applications and financial
intelligence• Unified BI foundation and cross domain and industry applications based
on a single, robust enterprise semantic layer
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