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.

Oracle Fusion UpdateHarold DickermanEnterprise Business Consultant

Thank you.

Agility, Flexibility and ResponsivenessGrowth and ComplexityNew business demands

Business ContinuityMaximum AvailabilityDisaster RecoveryUnbreakable

The Challenge

TransparencyIncreased government scrutinySevere non-compliance penaltiesElevated business risk

Capital EfficiencyLow Cost InfrastructureService Level AgreementsImprove ROA*/ Utilization

*ROA – Return on Assets

Oracle’s Customer Commitment

• Protect• Ongoing dialogue with customers• Lifetime Support

• Extend• Applications Unlimited: continued

releases across all suites • New features and functions to

extend business value• Adopt new releases at your own

pace• Evolve

• “Best of the best” built into Fusion• Transition is an upgrade process• You control your own timetable

Oracle’s Customer CommitmentFive product releases … innovation continues!

JD Edwards EnterpriseOne 8.12• 5 New Products• 291 Enhancements

Siebel 8.0• 10 New Products• 366 Enhancements

JD Edwards World A9.1• 4 New Products• 1297 Enhancements

PeopleSoft 9.0• 2 New Products• 1478 Enhancements

Oracle E-Business Suite 12• 18 New Products• 2443 Enhancements

Applications UnlimitedContinued Product Releases

R12.1

9.1

9.0

8.1

R11.5.10 R12

8.8 8.9 9.0

8.11 8.12

8.0

Today Future

Continued Product ReleasesPeopleSoft Release 9.1 Roadmap Progression

Post Updates of Integrations, Dashboards, and Web Services

PeopleTools 8.49 Target GA

Next 12 Months Remainder of 2008

PeopleSoft Release 9.1and PeopleTools 8.50

Target GA

PeopleSoft Release 9.1 Timeline

Refine Candidate

List & Estimates

Refine Candidate

List & Estimates

ü In Progress

DesignDesignFinalize Release

Plan

Finalize Release

Plan

üDevelop

Roadmap Candidate

List

Develop Roadmap Candidate

List

ü

Requirement Sources• User Groups• Industry Strategy• Global Strategy• Support• Market Factors

Validate Candidate

List

Validate Candidate

List

ü

Validation Groups• PeopleSoft Customer

Advisory Boards• PeopleSoft Strategy

Councils

Embedded/Integrated OAS Java Edition (11g)XML PublisherCertifiedBPEL PM (11g)Oracle ESB/FabricInternet DirectoryIdentity Mgt/SSOOracle BAMOracle IntegrationOracle PortalOracle UDDI ServerOracle Web CacheApplication Management Packfor PeopleSoft (11g)Oracle Fusion AnalyticsOracle BI Publisher (stand-alone)Oracle DB 10g, 11g (+RAC)Oracle Database Security (ASO)

Continued Product ReleasesContinuing To Support Oracle Fusion Middleware

2005 2006 2007 2008

PeopleTools 8.50Target GA, Late 2008

PeopleTools 8.48Q3 2006 GA

PeopleTools 8.49Q2 2007 GA

PeopleTools 8.47Q4 2005 GA

Embedded/Integrated OAS Java Edition (10.1.2)XML PublisherCertifiedBPEL PM (10.1.2)Internet DirectoryIdentity Mgt/SSOOracle BAMOracle IntegrationOracle PortalOracle Web CacheOracle UDDI ServerApplication Management Pack

for PeopleSoft (10gR2)Oracle DB 9i, 10g (+RAC)

Available for PeopleSoft Applications Release 8.4+

Embedded/Integrated OAS Java Edition(OC4J, JDev 10.1.2)CertifiedBPEL PM (10.1.2)Internet DirectoryIdentity Mgt/SSOOracle BAMOracle IntegrationOracle PortalOracle Web CacheOracle DB 9i, 10g (+RAC)

Embedded/Integrated OAS Java Edition (10.1.3)XML PublisherCertifiedBPEL PM (10.1.3)Internet DirectoryIdentity Mgt/SSOOracle BAMOracle IntegrationOracle PortalOracle Web CacheOracle UDDI ServerApplication Management Pack

for PeopleSoft (10gR2)Oracle DB 9i, 10g (+RAC)

Continued Product ReleasesJD Edwards Enterprise

Continued Product ReleasesJD Edwards 9.1

• Focus of JD Edwards World Roadmap• Ongoing adoption of Fusion technology components

including Service Enablement• Integration to other Oracle products• Focus on Project Based Industries• New enhancements including ongoing legal and regulatory

updates

• JD Edwards Release Timeline (Planned)

Oracle’s Customer Commitment is Supported by AcquisitionsHelps retain customers and provide certainty needed for them to renew their investment in Oracle

• Protect value out of what customers currently have• No disruption to use of existing investments• No forced upgrades

• Provide more value to what customers already use

• Offer complementary applications and infrastructure software

• Evolve the acquired technologies to the next generation

• Do so at a reasonable pace that customers can support

• Provide additional choice

Choice

Innovation

Leadership

Applications Unlimited Lifetime SupportP P

Oracle Employs a Rigorous and Focused Acquisition StrategyThe following criteria must be met for each transaction

• Consistent with Oracle’s vision and logical footprint

• Consisting of complementary products

• Standards-based

• Running on compatible architectures

Strategic Fit

11

• Significant number of customers in common

• Drive retention rate and multiple cross and up-sell opportunities

Sales Fit

22

• Capable of being integrated within six months

• Can utilize Oracle operations and infrastructure immediately

Integration Fit

33

• Purchase price conforms to rigorous valuation metrics

• Contributes to Oracle’s stated 5-year growth plan of 20%+ annual earnings growth

Financial Fit

44

Oracle Fiscal Year 2005 Oracle Fiscal Year 2007-2006 OracleFY 2008

Acquisition Timeline: A Recent History

* Includes acquisitions of Covansys and Hexaware operations.

4 Acquisitions

18 Acquisitions*

5 Acquisitions

Oracle Customers benefit from Oracle’s Acquisitions

• Our success with PeopleSoft, Siebel, Retek and others is proof that acquisitions are an important tool to meet customer needs

• Our customers benefit from Oracle’s acquisitions as we can provide more complete and integrated solutions as well as enrich the technologies on which they run

• Our products benefit from the combined intellectual capital and accumulated knowledge

13,000Apps Customers

Oracle committed to enterprise applications, but lacks scale to compete

PeopleSoft#1 HRMS Vendor

Siebel Systems#1 CRM Vendor

Retek#1 Retail Apps Vendor

i-flex solutions#1 Banking Apps Vendor

G-Log#1 Logistics Apps Vendor

Demantra#1 Demand-Driven Planning

Best-in-class Enterprise Applications SuiteAcquisitions have enabled Oracle to build a best-in-class enterprise applications suite

30,000Apps Customers

#1 in North America#1 in HR Globally

#1 in SCM Globally#1 in CRM Globally

• Graphical Hierarchies (Trees)• Data and Access Partitioning (Set ID)• Open Item Reconciliation Processing• Rules-Based Engine for AP Matching• Comprehensive Budgetary Controls• Centralized Inter-Unit Setup and Processing• Multi-Level, Flexible Cash Positioning• Travel Authorizations and Cash Advances

Some Benefits toPSFT Enterprise Customers

Some Benefits toORCL EBS Customers

• Subledger Accounting• XML Publisher• Cash Basis Accounting• Broader Localization Coverage• Bill Presentment Architecture• Credit Management• Advanced Collections• Out-of-the-Box Credit Card Processor

Integrations

Examples “Best of” Functionality

• New Manager Self-Service Transactions(e.g., Country Extensions, VOE)

• Compensation Workbench / Total Comp Statement

• Objectives Management• Global Benefits Solution• Localizations: Nordics, Middle East,

Eastern Europe, Korea

• Enhanced Multiple Job Capabilities• Interview Management, Employee Referral• Layoff and Recall Functionality• Payroll to Accounts Payable Integration• Expenses to Payroll Integration• Localizations: Brazil, Switzerland, Malaysia

Fin

HCM

What we are hearing

• Customers use multiple applications• Integrations are costly and inflexible• Integrations need to be rebuilt during

upgrades• Proprietary technologies and methods

are required

• Oracle also has multiple application suites

Integration andIntegration andsustaining thesustaining thecurrent statecurrent state

StrategicStrategicInvestmentInvestment

Technology Spend

80%

20%

Oracle Application Integration Architecture (AIA)

• Industry Reference Models or business processes to optimize your business

• Process Integration Packswhich are pre-built, supported integration that unites multiple applications

• Infrastructure and foundation that enables integration and continuous enterprise innovation

Back Office Applications

Custom

Analytics ServiceProviders

Partners &Suppliers

ERP

Legacy

SupplyChain

Custom Hosted

PortalseStore

CRM

Self Service Other

Front Office Applications

Value Proposition

Back Office Applications

Custom

AnalyticsService

Providers

Partners &SuppliersERP

Legacy

SupplyChain

Custom Hosted

PortalseStore

CRM

Self Service Other

Front Office Applications

Turns rigid IT systems into flexible, integrated environments that can adapt and scale to business needs so that they can better align

• Unifying your application portfolio

• Minimizing integration costs and risk

• Adapting business processes to changing business needs

Back Office Applications

Custom

Analytics ServiceProviders

Partners &Suppliers

ERP

Legacy

SupplyChain

Custom Hosted

PortalseStore

CRM

Self Service Other

Front Office Applications

Oracle AIA Foundation Pack accelerates your move to SOA

• AIA Foundation Pack enables you to jumpstart your own custom SOA based process integrations between multiple applications:

• Reference Architecture & SOA Design Patterns • Enterprise Business Service and Object library • Lifecycle Management Components eg. BSR• SOA Management Policies

• AIA leverages industry standards and SOA, allowing you to rapidly deploy prebuilt composite business processes.

• AIA helps you drive down cost and risk and evolve your Applications Unlimited towards Fusion Applications.

Application Integration Architecture Gets You Closer to Fusion Apps

• Processes and Models:• The models and industry processes will serve as the foundation for

Fusion Applications.• Architecture:

• The Application Integration Architecture uses key elements that will make up Fusion Applications.

• Investments in this architecture will continue to offer value wi th Fusion Applications.

• Fusion Applications Application Compatible:• Oracle intends to make sure that Fusion Application modules can be

plugged into Application Integration Architecture enabling customers to upgrade to Fusion but retain their investments.

• Customers can be assured that investments in Application Integra tion Architecture will continue to have value even after they adopt Fusion Applications.

Fusion Concepts

Fusion ArchitectureFusion Middleware Fusion Applications

Fusion Concepts

Fusion Middleware

Fusion Middleware• Engine that runs applications• Complete & integrated application

infrastructure• Best of breed middleware• Industry leadership: Gartner MQs;

Forrester; 145+ Awards• Thousands of existing customers• Standards based technology

Fusion ConceptsOracle Business Integration

Oracle Contentand Collaboration,Oracle Portal

Oracle Developer Tools

Oracle Business Intelligence

Grid Computing and Management

Oracle Identity Management

OracleFusion

Middleware

Oracle Data Hubs

Fusion Concepts

Fusion Architecture

Fusion Architecture• Blueprint for using Fusion

Middleware for applications• Supports a Service Oriented

Architecture for Oracle and non-Oracle applications

• Information Driven• Grid Enabled

Fusion Concepts

“In the world of business, stacking a thousand doghouses one atop the other to build a skyscraper is a great proposition for doghouse vendors, but not for future occupants. Skyscrapers need an architecture of their own--their own paradigm, not a sequel to the doghouse paradigm.”

-- Peter Fingar and Howard Smith“Business Process Management: The Third Wave”

Fusion Concepts

Fusion Applications

Fusion Applications• Oracle’s next generation

applications• Best features of all into one

application• Designed for change and

innovation• Services based• New applications technology

paradigm

Packaged Applications

FunctionFunction

RevolutionaryRevolutionary

Tightly CoupledTightly Coupled

Application SpecificApplication Specific

StaticStatic

ProprietaryProprietary

Line of BusinessLine of Business

Oracle Fusion

ProcessProcess

IncrementalIncremental

Loosely CoupledLoosely Coupled

HeterogeneousHeterogeneous

DynamicDynamic

Standards-BasedStandards-Based

End to EndEnd to End

Fusion ConceptsShift in Application Design

Business Value

AdaptiveAdaptive

FastFast

ReusableReusable

OpenOpen

AgileAgile

PredictablePredictable

CompleteComplete

Fusion

Fusion

Fusion

Fusion

Choice in Upgrade Paths Forward

R12.1

9.1

9.0

8.1

R11.5.10 R12

8.8 8.9 9.0

8.11 8.12

8.0

Today Future

Why Fusion?A better way to do things

Ownership Experience

• Faster to deploy• Easier to manage• Less risky

Partner Experience

• Easier to integrate• Easier to extend• Easier to support

User Experience

• More useful• Easier to use• Works the way

users work

Fusion User ExperienceRich, Productive, Consistent

• Desktop widgets• Desktop access• Enterprise search• Search filters• Contextually-rich work areas• Built for widescreen• Built for interruptions• Extensive data visualizations• Embedded collaboration• Embedded analytics• Multiple sessions per screen

(record-level tabs)

• Activity guides• Transaction tagging• Contextual assistance• Excel-like table functions• Detachable tables• Excel integration• Role-based menuing/access• Role-based dashboards• Automated worklists• Personalizable pages• Integrated OBI EE reporting

Why Fusion?Technology changes enabling Fusion

New technology allows for breakthrough increases in user and organizational productivity at significantly lower cost

Web 2.0 Continuous improvement and constant change; collaboration, desktop tools become part of enterprise application workflow

SOA Enables component applications that provide organizations more flexibility in business process

Middleware Open flexible architecture orchestrates business process

Standards Shared toolset for developers, customers and partners provides sustainable extensibility

Fusion ApplicationsApplications For The Next Generation

• Embedded business intelligence• Built on standards-based, commercially available

middleware• Superior ownership experience• Service architecture for simple integration• Rich, productive, consistent user experience• SaaS ready (self-service configuration/administration)• Centralized, data-centric security model• Embedded business flow-based monitoring and

management

Why Fusion?Better Partner Experience

• Joint definition and design of industry solutions –solution map, business processes, integrations, business objects

• Joint integration development – gain engineering leverage by using partner architects, engineers, etc

• Allow partners to extend solutions to additional business processes, industry segments, ISVs, technologies

Fusion Update Essentials

• Fusion V1 target GA* H2 ‘’08 (Horizontal)• Oracle Fusion Middleware 11 – Platform• WebCenter (Web 2.0) default UI for Fusion• BI Publisher core operational reporting tool• Oracle Business Intelligence Enterprise

Edition (Dashboards & Answers)• Oracle Enterprise Manager 11 cornerstone of

integrated Lifecycle Management

*Subject to change until delivered

Fusion Core Components

• Technology Enhancements• Forms to ADF• Workflow to BPEL• 11G Database and Fusion Middleware• Service Oriented Architecture (SOA)

• User Experience Improvements• Business Process Models, Design Patterns

• Functional Architecture• Set ID• Business Units• Trees• Effective Dating• Flex/Chart Fields

Fusion Guiding Principles

• Exploit Standards and Meta Data Based Technologies

• Deliver Rich, Productive User Experience

• Enable Simpler Customization, Personalization, Verticalization

• Deliver Unified Analytics and Transactions

• Provide Better Ownership Experience Through Comprehensive Lifecycle Management

Fusion Guiding Principles

Visibility:• Reliable, timely, relevant information • Actionable information for your business• Spans Oracle, non-Oracle applications

Agility:• Best-practices, industry-leading processes• Highly reconfigurable• Enables innovation

Efficiency:• Lower TCO • Reduce effort to install, implement, maintain and upgrade • Leverage innovative technology to maximize user

effectiveness

Sustaining theSustaining theCurrent stateCurrent state

andandStatus quoStatus quo

StrategicStrategicInvestmentInvestment

SustainingSustaining

StrategicStrategicInvestmentInvestment

SavingsSavings

TechnologySpend

Fusion Guiding Principles Free Capital to Invest In Strategic Initiatives

80%

20%

"Even if you're on the right track, you'll get run over

if you just sit there."

Will RogersHumorist, Philosopher, and

more…

10 things to do now to prepare for Fusion

11

22

Plan

Determine Drivers To Fusion

Prepare a Fusion Migration Plan

Adopt Fusion Middleware

Consider Grid Computing

Leverage SOA Based Integration (AIA)

Use Next Generation Today

Launch a Pilot Project with Jdev/ADF

66

77

88

99

1010

à Proceed

Inventory Customizations

Train the Staff

Stay Current

33

44

55

à Prepare

Getting Started…

• Fusion Adoption Models• Healthcheck, Assessments, Roadmap-To-Fusion, Insight Programs• Institutional ‘hairball” = Pilot Project

• IT staff re-tooling• Hands-on & Methodology Workshops, POCs

• Ensure future inter-operability• Minimize and/or Avoid Re-do• Tactical/Strategic Steps

• SOA Maturity Model• Surface Web Services• Multi-protocol Message Bus with Canonical Models• Service Orchestrations

Fusion: Customer Recommendations

• Stay Aligned with our Roadmap• Regularly evaluate your Upgrade strategy – does it make

sense to move to new releases to take advantage of product improvements?

• Consider your strategic projects that can take advantages of next generation technology today

• Define the broad business benefits that you expect from a next generation applications suite. Align your objectives with technology and products that will come in both Applications Unlimited and Fusion

• Keep us Honest• We will not succeed without a strong partnership – stay

engaged.

Fusion Upgrade Program Office (FUPO)

• Dedicated to helping customers upgrade to Fusion Applications successfully.

• The Office has three main areas of focus: • Delivering tools, services and best practices for customers to

create a roadmap to Fusion that meets their business need • Offering automated upgrade paths from previous releases of

Oracle Applications to Fusion Applications • Providing migration aids to support the upgrade of custom

extensions

Agility, Flexibility and ResponsivenessGrowth and ComplexityNew business demands

Business ContinuityMaximum AvailabilityDisaster RecoveryUnbreakable

Goal of Oracle Fusion

TransparencyIncreased government scrutinySevere non-compliance penaltiesElevated business risk

Capital EfficiencyLow Cost InfrastructureService Level AgreementsImprove ROA*/ Utilization

*ROA – Return on Assets

Better Execution of Strategic Business Processes

More Efficient Utilization of Hardware, Software, and Human Resources

Better Visibility of Key Performance Indicators

More Innovation for Competitive Differentiation

The preceding 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.