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Oracle商务智能应用方案概述

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 2

企业转型

如何进一步提升管理和决策水平？

保护现金 降低销售成本 更贴近客户

管理风险和绩效 提高效率和控制人力成本

Oracle完整分析解决方案

• 销售

• 市场营销

• 服务

• 合同管理

• 价格

• 忠诚度管理

•金融服务

•通讯电信

•医疗

•零售

• 财务

• 人力资源

• 采购与支出

• 项目

• 供应链

• 订单管理

• 物流

•财务关帐

•战略计划

•计划与预算

•利润管理

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 3

SINGLE

ENTERPRISE

INFORMATION

MODEL

REPORT

ANALYZE FORECAST

MODEL

客户 Customers 分销 Distribution

制造 Manufacturing

供应商 Suppliers

采购管理

SUPPLY Mgt

Purchasing Settlement Supplier Mgt Contract Mgt

供应链计划

SUPPLY PLANNING Sales & Operations Planning

Planning & Scheduling Order Mgt/Config/Promising Network & Inventory Opt. Service Parts Planning

需求管理

DEMAND

MANAGEMENT

Forecasting Promotions Mgt

Demand Collaboration VMI

产品生命周期管理（PLM）

New Product Introduction, Quality, Cost, Compliance, Design for Supply

采购询源/

SO

UR

CIN

G

Strategic Sourcing

Supplier Collaboration

渠道管理 T

RA

DE

M

AN

AG

EM

EN

T

PRM/TPM

项目管理

PROJECT Mgt

PM/PA/P3/P6

物流与分销

LOGISTICS & DISTRIBUTION

Warehouse, Transportation

服务

SERVICE

Planning & Execution

商务智能（BI）: Visibility / Analytics

Oracle智能化应用

客户关系管理

CR

M/C

RM

O

D

Marketing/Sales/Service

财务/人力资源

Financials / HR

Oracle商务智能应用给ERP插上分析的翅膀

在Oracle BI EE

Suite上建立的

Oracle BI Apps

• Prepackaged Hierarchies, Drill Paths, Security

• Prebuilt dashboards, reports, guided navigations

• Common Enterprise Information Model

• Multidimensional Calculation and

Integration Engine

• Intelligent Caching Services

• Intelligent Request Generation and

Optimized Data Access Services

• Based on industry and analytic best practices

即席 分析

预先 检测 和警报

MS Office 插件

报告并 发布

交互式 信息板

离线 分析

Web 服务

打包的 ETL 映射

完成从系统到分析模型

通用 适配器

自行设计的ERP，MIS等 生产系统 其它数据源 MS Excel

预置 数据仓库模式

Oracle 企业级商务智能分析应用

供应链及订单管理

项目 人力资源

采购和费用

财务 销售

服务&

呼叫中心

市场 忠诚度

定价 。。。

CRM 分析 ERP 分析

销售

• 销售渠道分析

• 预测精确度

• 追加销售/交叉销售

• 销售周期

• 线索转换

• 销售团队有效性

市场

• 活动计分卡

• 客户洞察力

• 产品倾向

• 市场篮子分析

• 活动 ROI

服务 &

客服中心

• 服务有效性 • 客户满意度 • 解决率 • 服务代表有效性 • 服务成本 • 服务趋势

甲骨文商务智能套件企业版+

其他运营及分析数据源 数据源适配器:

财务

• 总账

• 应收账款

• 应付账款

• 现金流

• 盈利性

• 费用管理

采购 & 支出

• 直接&间接支出 • 购买者生产率 • 合同遵循 • 供应商绩效 • 采购周期 • 员工费用

供应链 &

订单管理

• 收入 & 积压

• 存货分析

• 执行状态

• 客户状态

• 订单周期

• BOM 分析

项目

• 项目资金和预算

• 产品成本

• 项目收入

• 项目计费

• 项目盈利性

人力资源

• 员工生产率

• 薪酬

• 技能管理

• 招聘分析

• 学习分析

• 劳动力概况

Oracle 商务智能应用 完整的、预建好的、最佳实践的分析应用

价格

• 价格区段

• 价格瀑布分析

• 交易生命周期

• 交易桌面分析

• 产品价格绩效

忠诚度

• 会员人口统计特征

• 会员趋势

• 计划收入

• 促销效果

• 积分分析

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 7

BI Applications 预置分析内容

BI 应用模块 仪表板 仪表板页 报告 指标

销售 14 33 620 596

价格 5 32 92 453

市场 5 27 124 325

忠诚度 4 15 60 194

服务 8 15 102 308

联系中心 5 17 72 209

财务 6 36 255 488

人力资源 9 45 238 335

供应链和订单管理 4 22 157 235

采购和费用 5 25 266 264

项目 3 15 146 323

所有行业应用 44 147 1,117 1,216

合计 109 430 3,250 4,946

管理分析工作流 – 企业高级管理人员 举例：财务

登陆

挖掘信息

采取行动 将结果传递给相关人员

采取控制行动

向下钻取

查看明细

项目中的哪几个

子科目超过了预算？

TOP 10实际费用

最大的项目是？

预算与成本分析

财务

管理监控平台首页

下钻到发票明细

过期应付？

应付账款分析

人力资源分析

• 角色: 财务总监

• 了解最新企业财务动态

• 多维度跟踪利润和支出的产生

• 监控未达到预期的指标并下钻到相关责任部门

• 最快捷的信息传递，完成从分析到take action

的闭环

销售

Oracle商务智能应用分析方法论

洞察力

绩效

行动

设定目标

例外监控

事实分析

行动

数据仓库设计

从多个应用进行数据映射及转换

分析模型, 关键绩效指标, 度量

仪表盘、报表

• “可视化”

“管线”

• “隐藏在内部”

• 需要时间、资源

和专业能力

更多的…

不仅仅是信息板和报表 BI应用的价值隐藏在冰山之下

Oracle商务智能应用解决方案

四大特点

数据源无关加载(SIL) 数据源相关抽取(SDE)

统一数据 临时区

So

urc

e In

de

pe

nd

en

t

Ma

pp

let

Bu

sin

es

s C

om

po

ne

nt

Ma

pp

let

So

urc

e A

da

pte

r M

ap

ple

t

业务分析 数据仓库

PLP

mplt

mplt

Siebel

Oracle

SAP R/3

PSFT

EDW

Other

分散的数据源

加载完成后流程 – 事实表上的数据聚合和预计算

每条数据都附有数据源ID

1. 扫除实现企业级BI的底层障碍 预置ETL数据抽取过程

JDE

产品维度

时间维度

供应链和订单分析

问题：有多少我们的重要客户所购买的产品是来自于

我们较差的供应商 ？

销售订单事实

Dim Table Dim Table 维度表

2. 实现企业级跨组织的分析 预置统一共用维度

采购和费用分析

采购订单事实

Dim Table Dim Table 维度表

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 14

3. 灵活，可配置，方便扩展 建立在开放的、领先的BI基础平台上

即席 分析

交互式 信息板

预先 检测

和警报

MS Office 与 Outlook

集成

报告并 发布

离线 和移动 分析

OLTP 和 ODS 系统

数据仓库 数据中心

SAP、Oracle PeopleSoft、Siebel、

自定义应用程序

文件 Excel XML

业务 流程

多维计算和集成引擎

集成的安全性、用户管理、个性化

智能请求生成和优化的数据访问服务

Essbase

通用企业信息模型

Essbase 分析

数据 集成

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 15

4. 提升ERP价值，更高的投资回报率 与Oracle 应用产品的完美整合

在计划和预算的“上下文中”查看业绩

与计划和企业绩效管理整合

从分析信息到交易细节的无缝连接

执行的连接 – “从洞察力到执行”

每个客户登陆后即能且只能看到他授权的信息

整合的安全管理

数据 安全

用户 安全

对象 安全

产品版本升级 Oracle BI应用

提供不同版本的ETL过程

商务智能驱动的业务流程

整合的业务流

•地理信息集成

•业务发展趋向/走势

•管理驾驶舱

•推式主动告警

•企业战略地图

•管理记分卡

Let’s Start!

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 17

Financial Analytics Overview

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 18

General Ledger & Profitability Analytics – General Ledger provides insight into key performance areas, including balance sheet, cash flow, expenses, budget vs. actual, working capital, liquidity. Profitability provides key data pertaining to profitability, including P&L Statements, Customer and Product profitability, Margin Analysis, ROA, and ROE. When combined with Marketing Analytics,

it enables analysis of Campaign ROI and assists in customer segmentation

Receivables Analytics - Monitors collections processes to show what customers buy and how they pay, enabling managers to identify overdue balances and other receivables

bottlenecks. When combined with Sales Analytics and Supply Chain & Order Management Analytics, it enables more efficient management of the entire Lead to Cash process.

Analytics coverage for EBS Financials Comprehensive View of Financial Performance

Payables Analytics - Provides visibility into payments due to suppliers and expense line detail so managers can manage cash outflows and control expenses. When combined with

Procurement & Spend Analytics, it allows full procurement analysis from Requisition to Check

Fixed Assets Analytics (0-12 months Roadmap) – The Fixed Assets module provides controllers, asset managers, and cost center managers with a complete picture of the asset’s

life cycle from acquisition through to retirement

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 19

Pre-mapped metadata, including embedded best

practice calculations and metrics for financial

analysts, executives and other business users

A “best practice” library of 500+

pre-built metrics, 40+ intelligent dashboards, 270+

reports and several alerts for CFO, Finance

Controller, Financial Analyst and AR/AP Managers

Pre-built ETL to extract data from a large number

of operational tables and load it into the DW,

sourced from PSFT, Oracle EBS, JD Edwards,

Fusion and other sources

Pre-built warehouse with over 20 star-schemas

designed for analysis and reporting on financial

analytics

• Presentation layer

• Logical business model

• Physical sources

1 3

2 4

Financial Analytics Components

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 20

Financial Analytics Sample Analysis and Metrics

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 21

Select Financial Analytics Customers

McDonald’s Adopts Financial

Analytics to Increase Business

Performance

Scott Klute Director – Financial Applications

eBS & OBIEE Timelines

eBS - Projects (2007)

eBS - Fixed Assets / iProcurement (2008)

eBS - Accounts Payable (2009)

OBIEE - Projects, Accounts Payable (2009)

eBS - General Ledger, Accounts Receivables, iReceivables, iExpense (2010)

OBIEE - iExpense, General Ledger, Fixed Assets / iProcurement

OBIEE - Heath Check done on Analytics best practices (May 2011)

- Identified areas to take application

OBIEE - DAC/Informatica best practices (Sep 2011)

OBIEE - Replaced custom Fixed Asset (May 2012)

OBIEE - Upgrade to 11.1.1.6.2 BP1 / 7.9.6.3 (In progress)

Selection Process

Build vs. Buy Question

McDonald’s Opted to Buy

- Faster time to value

- TCO lower vs. build

- Scalable, Supportable

- Pre-built analytics would meet 70% of Requirements

Areas of customizations included DFF’s, Fixed Assets

Footprint

eBS R12.1.2

Oracle BI Analytics (7.9.6.2):

- Financial Analytics (GL, AP and AR)

- Project Analytics

- Proc/Spend Analytics

- Custom Fixed Asset Analytics

Oracle BI Apps (10.1.3.4.1 )

BI Analytics Mapping to eBS Modules

BI App EBS Module Comments

Financial Analytics

- AP

AP, iExpense Deployed

Financial Analytics

- AR

AR, iRecievables Not deployed

Financial Analytics

- GL

GL Deployed

Projects Projects Deployed

Proc/Spend iExpense,

iProcurement,

iSupplier

Deployed

BI Analytics User Community

Module Corporate

Controller

Group

Market

Controller

Group

Global

Shared

Services

Market

Restaurant

Developme

nt

Purchasing Internal

Audit

Corporate

Tax

Financial

Analytics

X X X X

Project

Analytics

X X X

Proc/Spend

Analytics

X X

Custom

Fixed Asset

Analytics

X X X X

Enhancements to Analytics

Utilization of FSGs in eBS to dynamical allow for reporting

Accounts Payable - Added Hold information; Added Invoice Status

information

Accounts Receivable -- Created monthly snapshot view to report on

open AR transactions

iExpense – Corporate card transaction information

Projects – Committed Cost, Cost allocation logic

ETL tuning (60% improvement)

11g Database upgrade

11g Application upgrade

- Ragged Hierarchies

- Essbase support

Micro ETL to refresh the GL more frequently

Enhanced query monitoring and governor – Will allow Answer (ad-

hoc) to be part of base role

Enhanced security model to accommodate data level security &

better user experience

Extending data in FBI (data outside of eBS)

Setting the foundation to expand FBI

Shift focus from compilation to analysis

Effective Dashboard / Report Design

- Summarize (graphical or pivottable) and provide a drill path

- Enables better performance (10 seconds or less)

- Enables ability to deliver content via mobile device

Right size reporting categories

- Operational to Strategic

Effective use of Answers (ad-hoc query tool)

- Training materials and train the trainer approach

- Seeded query’s

Approach

What does that look like?

Scorecards

Highly Summarized Dashboards

Mobility

Dashboards

Trend Analysis

Mobility

Period Based activity reports

Ad-Hoc Analysis

Drill down to transaction detail

Reporting necessary to support a business

process or activity

Near real time access to transaction detail

Executive

Management

Tactical

Operational

Questions