Northern California Oracle Applications User Group February 11

Northern California Oracle Applications User Group February 11, 2004

Mary Burns Sales Consultant Oracle Corporation

Business Challenges Ÿ The market punishes organizations that miss forecasts Ÿ The struggling economy is applying intense pressure to the bottom line Ÿ C Level executives required to certify the accuracy of corporate information Ÿ Economic conditions are forcing organizations to find where every penny of their business is going Ÿ Need to react much faster to changing business conditions Ÿ Align performance with corporate objectives

Solution Requirements Ÿ Timely reporting and optimized performance linked to strategy Ÿ Single source of truth Ÿ Consistent Cross Functional View of Information Ÿ Low implementation and setup cost Ÿ Internet Architecture – scales to thousands of users across the extended enterprise Ÿ Flexibility

Corporate Performance Measurement CPM Planning, Budgeting, Forecasting and Modeling Strategic Goal setting and Alignment Operational Analytics and Reporting

CPM Closed Loop Strategic Strategy Formulation: Enterprise Goals and Strategies Performance Metrics User Type Operational Execution: Operation Targets and Budgets Feedback Transactional Source: Gartner research Communication Correction Improvement Transaction Systems: Process Transactions

CPM Closed Loop Strategic Oracle Scorecard Performance Metrics User Type Operational Oracle Enterprise Planning&Budgeting Feedback Transactional Communication Correction Improvement Oracle Daily Business Intelligence

What is Daily Business Intelligence Ÿ Out of the Box, Integrated Management Reporting for EBS – – Oracle Portal based pages Key performance indicator portlets Management summary portlets Ability to drill down to reports Ÿ NOT a new product … But a New Architecture

Out-of-the-Box Roles Ÿ Ÿ Ÿ Chief Executive Officer VP of Operations VP of Procurement VP of Service Contracts Project Executive Ÿ Marketing Manager Ÿ Sales Manager Ÿ Email Center Manager Ÿ Profit Center Manager Ÿ Cost Center Manager

Out-of-the-Box Pages Ÿ Profit and Loss Ÿ Expense Management Ÿ HR Management Ÿ Operations Management Ÿ Order Management Ÿ Fulfillment Management Ÿ Project Profitability Management Ÿ Project Operations Management Ÿ Quote Management Ÿ Marketing Management Ÿ Leads Management Ÿ Sales Comparative Performance Ÿ Opportunity Management Ÿ Procurement Management Ÿ Procure-to-Pay Management Ÿ Service Contracts Management

Daily Business Intelligence Portal Page Role Oriented Page Key Performance Indicators Management Summaries Contextual Drilldown

Elements of the DBI Page Ÿ Page Level Parameter Portlet Ÿ Key Performance Indicator Portlet Ÿ DBI Regions per KPI – – Management Summaries ŸTable Portlet ŸGraph Portlet Drill down and Drill Across Capabilities ŸRelated Links Portlet Reports Pages Other Form functions

DBI Page Parameter Portlet

DBI Page-Level Parameters Portlet Select Any Day Fiscal Date and Days Until Qtr End Comparisons Periods Management Perspective of Time Currency Consistent Organizational View

KPI Portlet

KPI Portlet KPI Values by Period Drilldown to Detail Report Comparative Performance Period to Period Change

DBI Region per KPI

Management Summary Portlets: Graphs and Tables