OBI eSeminar 2011 Partner Kickoff v3 PDF

Oracle Business Intelligence 2011 Partner Kickoff eSeminar March 9, 2011 Paul Rodwick, VP, Oracle BI Product Management Tim Hatton, Senior Director, Oracle Platform Technology Solutions Edward Stewart, Senior Product Manager, Oracle Platform Technology Solutions

Session Agenda • Oracle Business Intelligence Strategy – BI Technology – BI Applications – BI and Oracle Hyperion EPM

• Oracle Partnership Winning Combination – Platform Technology Solutions – Partner Engagement Approach – BI and EPM Partner Enablement Plans for 2011

• Q&A

• Oracle EPM and BI Resources

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

2



Business Intelligence Strategy and Roadmap for Oracle Partners March 9, 2011 Paul Rodwick VP, BI Product Management, Oracle Corporation

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle‟s products remains at the sole discretion of Oracle.



BI Tech Strategy

BI Maturity – A Capabilities View

Planning Forecasting Prediction

Optimization

Dashboards Ad hoc Analysis Scorecards

Competitive Advantage

Operational Reporting

Maturity

BI Maturity – A Capabilities View

Planning Forecasting Prediction

Optimization

Dashboards Ad hoc Analysis Scorecards

Competitive Advantage

Operational Reporting

Oracle BI Foundation Suite

Oracle Real-Time Decisions Maturity

Integrated Analytic Processes More than Query and Reporting

• Data-driven alerts

• Insight to Action

• Mobile devices

• Process invocation & closed-loop process metrics

DETECT

• Scorecard / KPIs • Data mining

• Real-time optimization • Collaboration ACT

• What-if scenarios

SINGLE COMMON ENTERPRISE ENTERPRISE INFORMATION INFORMATION MODEL MODEL

MODEL

ANALYZE

• Ad hoc OLAP query

• Write-back

• Interactive visualization

• Predictive analytics

• Role-based dashboards

Oracle’s BI / EPM Vision: Integrated Analytic Platform and Solutions • • • • • • •

Financials HR Procure & Spend Projects Supply Chain Order Mgmt Logistics

DETECT

ACT

• Scorecard • Strategic Planning • Financial Close • Planning & Forecasting • Profitability Management

• • • • • •

SINGLE ENTERPRISE ENTERPRISE INFORMATION MODEL INFORMATION MODEL

Sales Marketing Service Contact Center Price Loyalty

ANALYZE

MODEL

• Financial Services • Communications • Healthcare • Retail

Oracle Business Intelligence 11g Key Capabilities • Query, Analysis, Dashboards, and MultiDimensional OLAP • Powerful, interactive exploration of all data sources • Oracle Essbase: Best-in-class OLAP server

• Reporting and Publishing • Web-based interactive and document-centric production reporting • Powerful & highly scalable server

• Scorecard and Strategy Management • Fully integrated BI component • Advanced strategy visualizations

• Enterprise Business Intelligence • Unified security and systems management • Clustering & high availability with 1-click scale-out

New

Unified End User Experience Complete. Consistent. Accurate. Scorecards Mobile

Reports

Interactive Dashboards

Office Integration

Geospatial Visualization

Applications & Portals

Ad-hoc Queries

Search Collaboration

Introducing Oracle BI Foundation Suite Single Integrated Solution Oracle BI Foundation Suite Oracle BI EE Plus

Oracle Scorecard and Strategy Management

Oracle Essbase Plus

+

+

+ Oracle Essbase Analytics Link for Hyperion Financial Management

BI Tech: Strategic Direction

„Speed of Thought‟ Visualizations

• High speed visualization taking advantage of in-memory processing and optimized hw / sw configurations • Best of QlikView/Tableau, but leveraging OBI enterprise scale, performance, and consistent semantics • Predictive analytics, large data exploration, write-back

Strong Mobile Offering

• Hybrid native / web application architecture • Use cases optimized for form factors: full interactivity with tablets; notifications / dashboards with smartphones • Priorities: iOS and Android

Rapid Application Development

• BI Server ETL for warehouse automation • Fine-grained storage and versioning of semantic model, enabling parallel development and deployment • BI Extender for seamlessly handling OLTP customizations

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

BI Tech: Call to Action • Lead with BI Foundation Suite – Unique ROLAP + MOLAP capability covers complete analytic cycle: Detect -> Analyze -> Model -> Plan

• Drive upgrade and expansion in current base with OBIEE 11g • Introduce BI Apps customers to 11g

Common Enterprise Information Model

ORACLE BI FOUNDATION 11g



BI Applications

Oracle BI Applications Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, more

• Add insight to CRM and ERP applications • BI Apps work together across subject areas • Tight integration with OLTP systems • Easy to adapt and extend • Fits with existing IT environment • Fast time to value; Low TCO • Over 2,500 customers

Procurement and Spend

Sales

Financials

Marketing

Service and Contact Center

Projects

CRM ANALYTICS Price

Loyalty

Human Resources

ERP ANALYTICS Supply Chain and Order Management

Common Enterprise Information Model

Oracle BI Foundation

AND OTHER OPERATIONAL AND ANALYTIC SOURCES

Oracle BI Apps Product Components Example: Financial Analytics 1

Pre-built warehouse with 16 star-schemas designed for analysis and reporting on financial analytics

3

Pre-mapped metadata, including embedded best practice calculations and metrics for financial, executives and other business users • • •

2

Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from PSFT, Oracle EBS and other sources

4

Presentation layer Logical business model Physical sources

A “best practice” library of over 360 pre-built metrics, 30 intelligent dashboards, 200+ reports plus alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

Best Practice Analytic Workflows Example: Financial Analytics Business Objectives/ Issues

Maximize cash flow

Is DSO on target?

Gain Insights

Is overdue balances trending up?

Are payment terms in compliance?

How long is the underlying overdue balance pending?

What is the aging of due balances?

Who are the customers and collectors?

Drill to due balances by region

Drill to overdue invoice detail

Take Action

Target collection efforts to reduce overdue balances

Is DPO on target?

• Business Function Receivables • Role Director, Credits & Collections • Objectives – Maximize cash flow – Control risk of receivables portfolio

Analytic Workflows Example: Financial Analytics Business Objectives/ Issues

Maximize cash flow

Is DSO on target?

Is overdue balances trending up?

Gain Insights

How long is the underlying overdue balance pending?

Who are the customers?

Drill to overdue invoice detail

Take Action

Target collection efforts to reduce overdue balances

Drill to Detail

Procure to Pay – Main Flow

Sample Decision Flow: Supply Chain & Order Mgmt Analytics

Manage AP/Cash Flow

Procurement & Spend Analytics Financial Analytics

Requisition to Pay PR1180

CM5513

Manage

Publish

Requisition

Order Visibility Data • Query PO

• Enter Requisition / Generate Demand

• Confirm PO

• Approve requisition

• Create ASN

PR1935

PR1010

PR5889

Receive

Manage

Approve

Issue

Non Production Goods & Services

Supplier

Supplier

Supplier

Invoices

Invoice

Payment

• Approve Invoice

• Enter Payment

• Receive item

PR1022

• Release Requisition

Spend Analytics

Inventory Analytics

AR Analytics

Commodity Spend

Inventory Balances

DPO

Off Contract Spend

Backlog Analysis

Payment Trends

Variances

Inventory Movements

Due and Overdue

Price Optimization

Balances

BI Apps Integration with Oracle Applications Extends BI Value; Lowers TCO Action Links – “Insight to Action”

Integrated Security

Seamless navigation from analytical information to transactional detail

One login. Right content for each user. Data Security

User Security

Object Security

Integrated Workflow

Integrated with Planning and EPMS

Intelligence-driven business processes

View actual performance “in context” with budgets and plans

BPEL, ESB

Oracle BI

OBI EE Technology Alone vs. with BI Applications Oracle Business Intelligence Enterprise Edition

Oracle Business Intelligence Applications – Prebuilt Metadata

Embedded Directly in Applications Pervasive Deployment E-Business Suite

Siebel

PeopleSoft

Selected Key Entities of Business Analytics Warehouse Sales

 Opportunities  Quotes  Pipeline

Order Management      

Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs

Marketing

 Campaigns  Responses  Marketing Costs

Call Center     

ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History

Service

 Service Requests  Activities  Agreements

Workforce

 Compensation  Employee Profile  Employee Events

Pharma Supply Chain     

Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions

Finance    

Receivables Payables General Ledger COGS

 Prescriptions  Syndicated Market Data

Financials

 Financial Assets  Insurance Claims

Public Sector    

Benefits Cases Incidents Leads

Conformed Dimensions               

Customer Products Suppliers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Cost Centers Profit Centers

Modular DW Data Warehouse Data Model includes: ~350 Fact Tables ~550 Dimension Tables ~3,500 prebuilt Metrics (2,000+ are derived metrics) ~15,000 Data Elements

Speeds Time To Value and Lowers TCO Oracle BI Applications Build from Scratch with Traditional BI Tools

Oracle BI Applications

Training / Roll-out Define Metrics & Dashboards

 Faster deployment  Lower TCO  Assured business value

DW Design Training / Rollout Back-end ETL and Mapping

Define Metrics & Dashboards

Role-based dashboards and thousands of pre-defined metrics

DW Design

Prebuilt DW design, adapts to your EDW

Back-end ETL and Mapping Quarters or Years

Easy to use, easy to adapt

Weeks or Months

Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis

Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Typical Effort & Customization balance

Dashboards & Reports

OBIEE Metadata

DW Schema

ETL

Degree of Customization

Easy

Moderate

Intermediate

Involved

Level of Effort

Additional dashboards and reports, guided and conditional navigations, iBots, etc. Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc. Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc. Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc.

Oracle BI Applications Implementation Strategy Insight for Today’s Applications and for Fusion PeopleSoft Enterprise

Oracle EBS

Oracle BI Applications

JD Edwards

Siebel CRM

Oracle Fusion Applications

Other Apps

• Oracle BI Applications are available for Oracle EBS, PeopleSoft Enterprise, Siebel CRM, and JD Edwards • Oracle BI Applications work together with a single data model and unified metrics • Oracle BI Applications are planned also to support Oracle Fusion Applications

Fusion Applications: The New Standard for Work What do I need to DO?

Exception-based Management How do I get it DONE?

Configurable Applications & Processes

What do I need to KNOW?

Embedded Business Intelligence

WHO do I need to reach?

Embedded Collaboration

Fusion Reporting and Analytics Consistent, Timely, Complete Oracle Transactional BI (OTBI)

• Real time, self service reporting directly off Fusion Apps data • Pre-packaged content covering major Fusion Applications • Built on Oracle BI EE technology

Oracle BI Applications (OBIA)

• Unlimited historical analysis, including trending and cross-domain insight • Pre-packaged data warehouse, ETL, metrics, and interactive dashboards • Now available for EBS, PeopleSoft, JD Edwards, Siebel Extending to Fusion Applications • Built on Oracle BI EE technology

Specialized Analytics

• Financial statements, sales territory planning, project performance, and more built on Essbase technology • Whitespace analysis built on Real-Time Decisions and Oracle Data Mining technologies

BI Applications: Strategic Direction

Breadth

Depth

• New modules: eBS (mfg), SAP (beyond Fin), JDE • New offerings: Agile, Primavera, verticals, … • ETL: Automated ETL script generation for INFA, ODI, … • • • •

Predictive analytics and forecasting/simulation Text analytics Data mining, statistical analysis, trending, comparisons Real-time event processing

Functional Innovation

• Collaborative workspaces • Operational scorecards and KPIs • What-if analysis and scenario modeling

TCO Reductions

• Simplified functional setup and configuration • Extensibility to make it easy to absorb customizations • Server ETL for eliminating tedious ETL scripting

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

BI Apps: Call to Action • Introduce BI Apps into every ERP deal – BI Apps complete the solution and position better against SAP

• Introduce BI Apps with ERP upgrades (EBS R12, PeopleSoft 9.1) – BI Apps provide value to LOB users and can help justify the cost of the upgrade

Procurement and Spend

Sales

Financials

Marketing

Service and Contact Center

Projects

CRM ANALYTICS Price

Loyalty

Human Resources

ERP ANALYTICS Supply Chain and Order Management

Common Enterprise Information Model

• Introduce BI Apps customers to 11g

Oracle BI Foundation

– OBI 11.1.1.5 will be full green light for BI Apps customers to upgrade – OBIA 7.9.6.3 certifies on OBI 11g, and appeal to new BI Apps customers AND OTHER OPERATIONAL AND ANALYTIC SOURCES



BI and Oracle Hyperion Enterprise Performance Management

Oracle BI + Hyperion Integration Releases Hyperion EPM Hyperion EPM EPM System EPM System 9.3.1 9.3.1.x Fusion Edition Fusion Edition 11.1.1.2 11.1.1.1 IR-Essbase SmartSpace integration SmartView Office 2007 Oracle branding Oracle integration

OBI EE 10.1.3.3

OBI EE 10.1.3.3.x

Major release Oracle integration Calc Manager Essbase Studio Profitability Mgmt

OBI EE 10.1.3.4

EPM System Fusion Edition 11.1.2.x

Localization

Financial Close Process EPM System Disclosure Management Fusion Edition Essbase HA Clustering

11.1.1.3 ERP Integrator Essbase-Crystal Ball

OBI EE 10.1.3.4.1

Discoverer migration Office enhancements to OBIEE Essbase integration Workspace integration SmartView integration

= Delivered

Next EPM/BI Releases

OBI EE 11g

Integration Innovation

Major release

= Future

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

Oracle’s BI and EPM Today

Applications Platform Sources

Data

BI

BI / EPM

Front End Tools

Complete, Open, Integrated Query & Analysis

Interactive Reporting & Dashboards Publishing

Scorecards

Strategy Management

Planning & Forecasting

Financial Close and Reporting

Profitability Management

Office

Search

Detect & Alert

ERP Analytics

Collaborate Mobile

CRM Analytics

Embedded

Industry Analytics

Common Enterprise Information Model BI Server

OLTP & ODS Data Warehouses Systems Data Marts

Essbase

Exadata

OLAP Sources

Dimension Management

Packaged Applications (Oracle, SAP, Others)

Unstructured & SemiStructured

Predictive Analytics

Excel XML/Office

Business Processes

EPM Applications: Call to Action • Lead with Planning and Financial Close Suites – Suites provide competitive differentiation and expand commitment to Oracle

Strategy

Planning and

Management

Forecasting

Financial Close

Profitability

and Reporting

Management

• Extend EBS and PSFT Financials when no HFM – Close Mgmt, Disclosure Mgmt

Common Enterprise Information Model Oracle BI Foundation

• Move Hyperion EPM customer base to strategic BI and reporting products – BI Foundation Suite – OBIEE and Essbase – BI Publisher and Financial Reporting

AND OTHER OPERATIONAL AND ANALYTIC SOURCES



Oracle BI Adoption

Top 10 customers in…  Financial Services

82% Fortune Global 500 use Oracle BI/EPM

 High Tech  Healthcare & Pharmaceutical  Telecommunications  Transportation  Aerospace & Defense  Utilities & Energy

…use Oracle BI/EPM

Business Intelligence Customers Business Analytic Tools and Applications Communications

Public Sector

Finance / Banking

Consumer Goods

High Tech

Retail

Aero / Industrial

Insurance / Health

Life Sciences

Travel & Transport

Oracle Partnership Winning Combination

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

39

Engage Oracle Development Platform Technology Solutions (PTS) • Partner facing for Oracle Development Organization • 100% Focus on Database, Fusion Middleware, Applications • PTS product managers drive business • • •

Pre-Sales and Post-sales Customer Engagement Offering and Capability Development Solutions, reference architecture, COE

• PTS technologists (SMEs) provide product expertise • • •

Design and Architecture Sessions Proof-of-Concepts and Demo Implementation Best Practices and accelerators

• Global Reach with partner facing teams in each region • North America, Latin America, EMEA, APAC, India

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

40

Working with Oracle Development Platform Technology Solutions (PTS) Pre Sales

 Technical RFP/RFI Support  Solution Mapping  Architecture/Design  POC/Demo Assistance

Post Sales

Repeatable Solutions

 Architecture/Design Review  Best Practices  Implementation mentoring  Sizing, Performance tuning etc.

 Identify market for solution offerings with partner  Accelerators  Frameworks

Enablement Programmatic  3 Types Awareness Proficiency Workshops ( 1-5 Days)

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

Development Led Initiatives      

SPP Beta Programs Co-development initiatives EAP Design Review Product Strategy Roadmap

Centers of Excellence Custom

   

Targeted topics/solutions Condensed workshops Opportunity related training Self-study Assistance

   

Best Practices Reference Architecture Joint POV Harvest Assets

41

Working with PTS -- Partner Program Benefits • Direct Access to Oracle EPM & BI Development • Product Roadmap and Early Access to Software • Awareness training around Key Sales Plays • Demo and POC support for Sales pursuits • Free Hands-on Training on Latest Software Versions • Support for Train-the-Trainer Programs and Center of Excellence • Participation in select Product Beta Programs • Participation in Marketing and Global Rollout Initiatives

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

42

Maximize the Opportunity with your ERP Clients •

Oracle Applications Install Base Represents a Huge Opportunity to sell Oracle BI Apps and EPM

•

Target Oracle ERP Customers – Attach BI / EPM to ERP Implementation Projects • BI Apps, Financial Close Suite, and DRM

– Cross-Sell BI / EPM to ERP AMS Customers – Introduce BI Apps with ERP upgrades (eBS R12, Peoplesoft 9.1) • Provides value to LOB users to justify the cost of the upgrade

– Sell BI Foundation and BI Apps to Discoverer / Reports / DBI Customers

•

Oracle Development is making a significant investment to enable our strategic partners on Oracle BI and EPM

•

Build Oracle BI and EPM Competency – ERP Upgrade / Accelerator Tools and Service Offerings – Publish Point-of-View and Customer References – Train-the-Trainer programs, Centers of Excellence

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

43

Oracle EPM and BI Enablement Plans FY11

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

44

EPM Partner Enablement: Definitions

Type

Audience

Content

Level 1 Awareness

Predominantly Sales and Presales, Practice Leads, Solution Architects and Delivery

•Key Features •Value Proposition •Key Sales Plays •Key Sales Trends

Level 2 Proficiency

Presales, Solution Architects and Delivery

•Key Features •Key Integration Points •Roadmap •Product Demos

Level 3 Workshop

Solution Architects and Delivery Teams

Lectures + Hands On Labs covering key features and use cases

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

45

Oracle Business Intelligence Awareness eSeminars: Overview Series OBI Overview Series

Schedule

Time

Oracle Business Intelligence 2011 Partner Kickoff

March 9, 2011

9-10 am PT

Analytics for ERP

April 6, 2011

9-10 am PT

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

46

Oracle Business Intelligence Awareness eSeminars: Sales Series

Sales Series

Schedule

Time

Financial Analytics for Sales

April 13, 2011

9-10am PT

HR Analytics for Sales

April 20, 2011

9-10am PT

Project Analytics for Sales

April 27, 2011

9-10am PT

BI Apps Value Summaries and Profiles

May 4, 2011

9-10am PT

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

47

Oracle Business Intelligence Awareness eSeminars: Subject Matter

Subject Matter Series

Schedule

Time

BI Apps Demo: BI Apps – Financial Analytics

May 3, 2011

8-9am PT

Financial Analytics: Business Process and Reporting

May 5, 2011

8-9am PT

BI Apps Demo: BI Apps – HR Analytics

May 10, 2011

8-9am PT

HR Analytics: Business Process and Reporting

May 12, 2011

8-9am PT

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

48

Oracle Business Intelligence Applications Proficiency eSeminars: Sales Consulting Series

OBI Apps Series

Schedule

Time

OBIA Functional Training - Financial Analytics

May 10, 2011

7-8 am PT

OBIA Functional Training - HR Analytics

May 17, 2011

7-8 am PT

Financial Analytics for Sales

April 26, 2011

7-8am PT

HR Analytics for Sales

May 3, 2011

7-8am PT

BI Apps for Peoplesoft

May 24, 2011

7-8am PT

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

49

OBI Hands-on Workshop Schedule (tentative) Oracle Business Intelligence Applications OBIA 7.9.6.3

OBIEE 11g

Schedule May – July

Schedule

Duration Location 3 days

NA, UK, FR, IT

Duration Location

OBIEE Foundation 11g March – July Introduction (includes Essbase)

4 days

NA, UK, FR, DE, CH

OBIEE 11g Introduction

March – May

2 days

NA, UK, FR, DE, CH

OBIEE 11g Advanced

January – April

3 days

NA, UK, FR, IT, NL, Iberia

Oracle Data Integrator ODI 11g Oracle GoldenGate GoldenGate 11g

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

Schedule February – June Schedule February – July

Duration 3 days Duration 3 Days

Location UK, FR, IT, NL, Iberia Location UK, FR, IT

50

Oracle Business Intelligence Foundation and Introduction Workshops Location

Date

Oracle Business Intelligence Foundation Workshop Atlanta, GA

March 15-18, 2011

Austin, TX

March 22-25, 2011

Santa Clara, CA

April 5-8, 2011

Reston, VA

April 12-15, 2011

Chicago, IL

April 19-22, 2011

Mississauga, Canada

May 3-6, 2011

OBIEE Introduction Workshop Santa Clara

April 5-6, 2011

Reston

April 12-13, 2011

Chicago

April 19-20: 2011

Mississauga, Canada

May 3-4, 2011

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

51

Oracle Business Intelligence Advanced Workshops Location

Date

Austin, TX

March 29-31, 2011

Burlington, MA

April 26-28, 2011

Mississauga, Canada

May 11-13, 2011

Copyright © 2011, Oracle and / or its affiliates. All rights reserved.

52

Send follow-up questions to [email protected] Subject line EPM or BI

BACK UP

Oracle Enterprise Performance Management Awareness eSeminars: Sales Series

EPM Sales Series

Schedule

Time

Financial Close Suite Overview

March 2, 2011

Recording available

Data Relationship Management - MDM for EPM Applications

March 3, 2011

Recording available

Data Integration for EPM Applications

March 8, 2011

7-8 am PT

Enterprise Planning Suite Overview

March 9, 2011

7-8 am PT

Profitability and Cost Management Overview

April 13, 2011

8-9 am PT

Oracle Enterprise Performance Management Proficiency eSeminars: Functional and Demo Series Tentative Schedule Enterprise Planning Suite

Tuesdays

Time

Hyperion Planning Profitability & Cost Management Integrated Operational Planning Strategic Finance Public Sector Budgeting

March 15, 2011 March 22, 2011 March 29, 2011 April 5, 2011 April 19, 2011

8-10 am PT 8-10 am PT 8-10 am PT 8-10 am PT 8-10 am PT

Financial Close Suite

Wednesdays

Time

Financial Management / FDQM Financial Close Management / Disclosure Management

March 23, 2011 March 30, 2011

8-10 am PT 8-10 am PT

EPM Integration

Thursdays

Time

DRM as an Enterprise Solution Reporting and Analysis for EPM Oracle ERP Integration Adapters BI Foundation Suite: OBIEE+ BI Foundation Suite: OSSM BI Foundation Suite: Essbase+ BI Foundation Suite: EAL for HFM

March 17, 2011 March 24, 2011 March 31, 2011 April 7, 2011 April 14, 2011 April 21, 2011 April 28, 2011

8-10 am PT 8-9 am PT 8-10 am PT 8-10 am PT 8-10 am PT 8-10 am PT 8-10 am PT

Oracle Enterprise Performance Management Proficiency Onsite Sessions: Sales Consulting Series Schedule Pending EPM Sales Deep Dive Training

Duration

Sales Deep Dive Training - How to sell EPM

1 Day

Business processes around Planning and Financial Close: solution maps, objection handling, case studies New content: Sell into ERP accounts

DRM Sales Deep Dive + Implementation Training

Duration

Sales Deep Dive Training - DRM as an Enterprise Solution: How to Sell and Demo

1-2 Days

EPM Sales Consulting Series: Sales opportunities beyond Financial Metadata Management, solution maps, objection handling, regional considerations / competition, case studies; functional overview and walk through demo content Integration with EPM Applications and EBS

Hands-on Workshop: DRM 11.1.2: Administration

2 Days

Oracle Enterprise Performance Management Hands-on Workshops: Implementation Tentative Schedule Enterprise Planning Suite

Schedule

Duration

Location

Oracle Hyperion Planning 11.1.2

CYQ2

3 days

Oracle Hyperion Profitability and Cost Management 11.1.2

CYQ2

2 days

NA, EMEA, APAC, India, LAD India, LAD

Financial Close Suite

Schedule

Duration

Location

Oracle Hyperion Financial Management 11.1.2

CYQ2

3 days

NA, EMEA, APAC, India, LAD

Oracle Hyperion Financial Close Management 11.1.2

CYQ2

1 day

NA, EMEA, APAC, India, LAD

Oracle Hyperion Disclosure Management 11.1.2

CYQ2

1 day

NA, EMEA, APAC, India, LAD

Integration

Schedule

Duration

Location

Oracle Hyperion Data Relationship Management 11.1.2

CYQ2

2 days

NA, EMEA, APAC, India, LAD

Cities: NA – HQ, Chicago, Reston; EMEA – London, Amsterdam, Frankfurt, Paris, Milan, Dubai; APAC – Sydney, Beijing; LAD – São Paulo; India – Bangalore, Hyderabad

Oracle EPM and BI Resources

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.5

Additional Resources Oracle Enterprise Performance Management and Business Intelligence O.com: http://www.oracle.com/us/solutions/ent-performance-bi/index.html Performance Management Microsite: http://www.oracle.com/us/solutions/ent-performancebi/performance-management/index.html Business Intelligence Microsite: http://www.oracle.com/us/solutions/ent-performancebi/business-intelligence/index.html

Technical Information on Oracle Technology Network (OTN) Oracle Enterprise Performance Management: http://www.oracle.com/technetwork/middleware/performancemanagement/overview/index.html Oracle Business Intelligence Foundation: http://www.oracle.com/technetwork/middleware/bi-foundation/overview/index.html Oracle Business Intelligence Publisher: http://www.oracle.com/technetwork/middleware/bipublisher/overview/index.html Oracle Essbase: http://www.oracle.com/technetwork/middleware/essbase/overview/index.html

Knowledge Zones Direct access to specializations

URL links here >>> 1. Hyperion - Knowledge Zone 2. Business Intelligence Foundation - Knowledge Zone 3. Business Intelligence Applications - Knowledge Zone

OPN Competency Center https://competencycenter.oracle.com/opncc/home.cc

Additional Resources Oracle Platform Technology Solutions eSeminar Replays Oracle Database, Middleware, and Applications PTS Page on OPN: http://www.oracle.com/partners/secure/education/featuredtraining/oracle-pts-eseminar-170589.html

Additional Resources Oracle Platform Technology Solutions eSeminar Replays Oracle Business Intelligence / Enterprise Performance Management PTS Page on OPN: http://www.oracle.com/partners/secure/education/featured-training/biepm-training-290037.html

BI Tech: State of the Market • BI is a top CIO and LOB priority … • #1 spend priority 4 of last 5 years

… and a key Oracle strategy • Exadata, BI tech, BI for Apps Unlimited, BI for Fusion

• While Oracle is #1 in the larger Business Analytics market, it

is only #4 in core BI Tools market • Plenty of green field in Oracle customer base • Less than 15% of Oracle Apps customers have current generation Oracle

BI

• We are in a strong product cycle and have the right products

to grow faster than the market • BI Foundation Suite: OBIEE, Essbase, Scorecard integrated • Pre-built BI Applications: OBIA 7.9.7 will be certified with 11g • All these releases will help drive upgrades, expansions, and adoption

rates