Oracle Roadmap for Applications Achieving Enterprise Transformation with Oracle’s Best-in-Class “Edge” Solutions Rick Jewell Senior Vice President, Applications

Oracle Roadmap for ApplicationsAchieving Enterprise Transformation withOracle’s Best-in-Class “Edge” Solutions Rick Jewell

Senior Vice President, Applications Development

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract

Safe Harbor Statement

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 a purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.


Agenda

• A Winning Strategy The Information-Driven Value Chain An Acquisition Model That Works Oracle’s Edge Applications Standards-Based Applications Integration

• Edge Applications in Detail Enterprise Performance Management Transportation Management Advanced Planning and Demand Management Product Lifecycle Management

• Summary


Global Management ChallengesGlobalization creates unique challenges in managing…

Competitors

The Internet eliminated borders making all markets global markets

Compliance Mandates

Increased and varying regulatory / security requirements exert additional burdens on businesses

Suppliers

Margin pressures force companies to search forgoods & services anywherein the world resulting incomplex supply networks

Customers & Employees

Manage employees and customers dispersed across geographic and cultural boundaries


The Information-Driven Value ChainShift Focus from Internal/Process/Past to External/Information/Future

Best PracticeLaggard Average

Hig

hL

ow

Me

diu

m

Ad

op

tio

n

Transformational

“Internal Focus” “External Focus”

Supply ChainPlanning

DemandDriven

Multi-Enterprise

Orchestration

ManagedInnovation

Financials

ERP

Adapting to the outside is more important than perfecting the inside

Aligning the extended enterprise is better than optimizing the parts

Predicting future outcomes is more important than recording the past


The Information-Driven Value Chain

Value Chain Information-Driven

PREDICTIVEAnticipate, influence, and shape the future• Real-time information• Multiple demand streams & supply plans• Global transportation and logistics

ADAPTIVESense & respond to internal, external events• Event-driven applications • Capitalize on opportunities• Respond to problems • Consider alternative scenarios

ALIGNEDShare common goals, objectives, and metrics• Analytics for trends and market conditions• Key performance indicators • Cause and effect

Dynamic network of customers, suppliers, and other partners

Synchronized demand-driven planning, logistics and network execution

Driven by real-time, actionable information across demand, supply, products and markets


The Information-Driven Value Chain Requirements versus Pre-Acquisition Coverage

Adapt(Supply vs.Demand)

Adapt(Products vs.

Markets)

Adapt(Products vs. Supply Chain)

Align(Operations vs.

Corporate Objectives)

Predict(Market Demand)

Optimize(Sourcing, Inventory,

and Production)

Innovate(New Product Development)

Demand Supply

Product

LogisticsLogistics

Sales and Sales and Operations Operations PlanningPlanning

Demand Demand Management Management

& Shaping& Shaping

Requirements & Requirements & Needs MgmtNeeds Mgmt

NPI / NPD

Design for Supply Chain

Demand CaptureDemand CaptureEvent Mgmt, SC Event Mgmt, SC Planning, Risk Planning, Risk

Strategic Sourcing, Strategic Sourcing, Lean / Flow, MES, Lean / Flow, MES, Scheduling, etc.Scheduling, etc.

Pre-Acquisition Capability

StrongStrong OK WeakWeak


Oracle’s Acquisition ModelStrict Criteria Must Be Met for Each Transaction

• Switch market focus to new product

• Create dedicated field organizations

• Integrate fast

• Maintain functional leadership

• Leverage middleware and hubs to accelerate integration

• Accelerate & compliment SCM / industry strategies

• Address key business drivers with best-in-class capabilities

• Provide solutions that span Oracle product families

• Standards-based products that can be part of Fusion

• Consistent with Oracle’s vision

• Complementary products

• Standards-based & compatible arch.

• Common customers

• Retention, cross-sell and up-sell

• Capable of being integrated quickly

• Quickly utilize Oracle infrastructure

• Purchase price conforms to rigorous valuation metrics

• Contributes to Oracle’s 5-year growth plan

Strategic Fit

11

Sales Fit

22

Integration Fit

33

Financial Fit

44

SCM Acquisition Goals Post-Acquisition Roadmap


Strategic Acquisitions Further Extend Oracle’s Information-Driven Capabilities

Innovate

Demand Supply

Product

NumetriNumetrixx

Siebel

E-Business Suite

Hyperion


Oracle Edge Applications

• Business applications that are at the “edge” or periphery of core ERP, SCM and CRM applications, are often the critical link between a company and its trading partners, and have the potential for “game-changing” business value

• Best-in-class horizontal applications that are proven in a heterogeneous environment.

• Leveraged via open, sustainable, standards-based AIA integration with Oracle’s Applications Unlimited product lines as well as 3rd Party products

ProductLifecycle Mgmt

TransportationManagement

Demand Mgmtand Planning

NumetriNumetrixx

Hyperion

Performance Management


Application Integration Architecture

Oracle’s Open, Standards& SOA-Based Approachto Cross-Applications Process Orchestration

Industry Reference Models• What: Operational best practice process

models mapped to enterprise application services and objects

• Value: Create unique, upgrade-protected flows across heterogeneous environments

Process Integration Packs• What: Pre-built, BPEL-based, business

process integration

• Value: Deliver out-of-the-box, sustainable integrations between Oracle applications

AIA Services• What: Set of enterprise business objects

and services combined with a standards- based methodology to support any-to-any integration

• Value: Drive interoperability and a stepped approach to Fusion Applications


• BI Publisher• OBIEE

• Audit Vault

• EM Pack, Grid Control

• Patching Tools

• Consistent User Experience• Secure Enterprise Search• Identity Management

• User Productivity Kit

• Rapid Implementation Wizards

Total Ownership ExperienceReduce Costs at Every Step of the Ownership Lifecycle

ImplementImplement

IntegrateIntegrate

ManageManage

ReportReport

UpgradeUpgrade

UseUseMonitorMonitor

TrainTrain

• Web Services• AIA


Agenda



• Summary


Enterprise Performance ManagementGain Better Insight, Make Better Decisions, and Drive Better Results

Performance Management Applications

Performance Management Applications

Business Intelligence Applications

Business Intelligence Applications

Business Intelligence Foundation


EPM Workspace

Fusion Middleware

• ComprehensiveIntegrates information from financial performance management, operational intelligence, and transactional applications

• PervasiveDelivers intuitive, role-based intelligence for everyone in the organization

• Hot-PluggableOpen to Oracle and non-Oracle environments to maximize existing investments

Desktop, Web, Search, Office, Alerts, Mobile

SOA, Data Quality, Data Integration, MDM, Identity Mgmt, Content Mgmt, BPM


Performance Management ApplicationsSupport the Performance Lifecycle from Goal-Setting thru Reporting

Business Planning

Financial Reporting & ComplianceProfitability Management

Performance ScorecardPerformance Scorecard

Capital Expense PlanningCapital Expense Planning

Hyp

erio

nE

-Bu

sin

ess

Su

iteP

eo

ple

So

ft

Planning & Workforce PlanningPlanning & Workforce Planning

Strategic FinanceStrategic Finance

Profitability ManagerProfitability Manager

Financial Services ApplicationsFinancial Services Applications

Activity-Based ManagementActivity-Based Management

Financial ManagementFinancial Management

Financial Data Quality MgmtFinancial Data Quality Mgmt

• Clearly articulate strategy & goals, communicate them across the enterprise

• Develop scorecards leveraging recognized methodologies and industry benchmarks

• Ensure accurate forecasts, shorten budgeting & planning cycles, and model the potential impact of workforce & capital spending decisions

• Conduct profitability analysis using robust modeling and analysis with integrated drill down

• Close and report financial results, meet global regulatory requirements, reduce compliance costs and improve confidence in the numbers

Strategy Management


Business Intelligence Applications Make Better Operational Decisions with Improved LOB Visibility

• Hundreds of pre-built operational dashboards, reports and alerts

• Embedded best practice calculations & key performance indicators by role

• Analytic workflows to drive best actions

• Business domains:

Sales

Service

HCM

Finance

Supply Chain

Order Mgmt

Contact Center

Marketing



Oracle BI Suite Enterprise Edition Plus Hyperion Essbase - System 9

• Suite of BI foundational technologies: interactive dashboards, ad-hoc queries, alerts, reporting, XML publishing, and desktop integration

• Leverage data that spans enterprise sources and applications

• Business analysis server technology that provides business users with an environment for rapidly developing custom analytic applications that model complex scenarios, forecast the business and perform "what-if" analyses


Sustaining Support(Discontinued Development)

Fusion Intelligence for EBS / PeopleSoft / JD Edwards (excludes Fusion GRC intelligence & Campus Solutions Intelligence for PeopleSoft)

Status of Other Oracle EPM Products

STATUS PRODUCTS

Apps Unlimited(Continued Development)

PeopleSoft EPM Oracle BI Standard Edition (Discoverer)

PeopleSoft EPM Warehouses Oracle E-Business Intelligence (DBI)

PeopleSoft Global Consolidations Oracle Financial Consolidation Hub

PeopleSoft Planning & Budgeting Hyperion Business Modeling

PeopleSoft Scorecard Hyperion Enterprise

Lifetime Support (Bug Fix Only)

Oracle Balanced Scorecard Oracle Financial Analyzer

Oracle Ent. Planning & Budgeting Hyperion Pillar


Agenda



• Summary


Transportation Planning and OptimizationMinimize Transportation Costs, Maximize Fulfillment Service

• Plan for all in- / out-bound shipments using multiple modes (truck, rail, ocean)

• Combine loads (consolidation) or split loads (deconsolidation) for local deliveries

• Optimize container loading and fleet utilization via continuous moves

Algorithms

• Route

• Mode

• Timing

Optimized Decisions

View via graphical UI…

Engines & Rules

• Consolidation for: Multi-Mode, Multi-Leg, Common Leg, Multi Stop, LTL

• Multi-Tier Networks

• Continuous Moves

• Service Time Calculation

• Container Optimization

• Itineraries & Profiles

• Resource Capacity

• Throughput, Rating

+

…to relate carrier selection & route optimization results

to actual execution

• Equipment

• Consolidation

• Service Provider


Transportation ExecutionReduce Administrative Costs and Increase On-Time Deliveries

A single solution for your company & partners Automation & collaboration with trading partners Global & scalable to meet your changing needs

ShipmentShipment

Customers /Suppliers

Service Providers

Orders

Your Company

Create transportation orders from sales, purchase, and manufacturing orders

• Solicit carrier bids• Optimize award• Issue contract

• Issue notifications• Role-based access to

schedules & changes

• Automate billing and settlement with match- or auto-pay• Allocate costs and charge to cost centers

Event Mgmt – Monitor, trigger alerts, resolve issuesInventory – Global visibility to at-rest & in-transit inventory

11

22 33

55

44


Sample OTM and Oracle Applications Customers

Sample OTM and Non-Oracle Applications Customers

Sample OTM and Oracle Applications Customers

Sample OTM and Non-Oracle Applications Customers

Some Marquee TransportationManagement Customers…


COMPANY OVERVIEW

• World leader in the agricultural and construction equipment businesses

• $13B in revenues with 30 manufacturing sites and over 25k employees

• Products sold in 160 countries through more than 11k dealers and distributors

• Brought transportation operations in-house to reduce costs and increase visibility

SOLUTION

• Live on Oracle G-Log Transportation Management

RESULTS

• Lowered transaction, headcount, and carrier selection costs

• Improved visibility to suppliers, shipment data, freight rates & payments, damage claims, and dealer destination charges

• Retired legacy system in Europe

• Live in United States and Europe less than 6 months after selection

Case New Holland

CUSTOMER PERSPECTIVE

“CNH embraced an aggressive plan to insource its N. American logistics operation and gain control of its global inbound transportation within a year. With the partnership of Oracle and the implementation of Oracle Transportation Mgmt, this plan was successfully executed.”

-- Kathy Acker, IT Director


Continued Product Innovation G-Log Transportation Management

• Transportation Intelligence- Enhanced KPIs and reports- Industry specific content - KPIs linked to event mgmt

• Fleet & Asset Management- Deliver the first shipment- & asset-

centric TMS platform- Target for-hire, dedicated and private

fleet operators

• LSP Quote-to-Cash Solution- Integrated customer-facing, network

operations, and financial processes

• Multi-Tier Network Optimization- Re-optimization of in-transit

shipments in multi-tier networks

• Global Trade Management- New product being developed using

OTM code base- Export compliance, landed cost,

documentation

• Global Trade Mgmt- Bonded warehousing,

promotional schemes, classification engine, trade finance

• Transportation Capacity Planning- Generate forecast of future

transportation demand and required transportation capacity- Leverage Oracle’s demand

and supply chain planning products

• Supply Chain Execution: WMS and OTM

- Dock appointment scheduling

- Load sequencing

• Supply Chain Planning: Risk Management

- Real-time, in-transit shipment visibility

PrioritiesPriorities


AIA-Based Integration PlansPIPs for E-Business Suite, JDE EnterpriseOne, Siebel, and Retek

Completed

CY 2008

• Available today, integration with Oracle E-Business Suite (orders, shipments, invoices)

• Siebel order capture (freight costs & transit times)

• JD Edwards EnterpriseOne (sales orders, purchase orders, freight payment)

• AIA based delivery of E-Business Suite - Supply chain planning- Warehouse management- Financials- Asset lifecycle management- HRMS

• AIA-based Siebel order capture CRM for LSPs• AIA-based delivery of Retek Merchandising

and WMS


Total Ownership Experience Reduce Costs, Simplify Management, Improve Usability

Near Term

• Fusion ADF UI’s

• 11 G FMW integration

• Enterprise Manager

• Audit vault integration

• Identity management integration

• UPK training content

Longer Term


G-Log TM Uniform User Experience

Pre-Integration: Pre-Integration: OTM Shipment OTM Shipment

ManagerManager

Post-Integration: Post-Integration: OTM Shipment OTM Shipment

ManagerManager


Agenda



• Summary


Comprehensive Demand & Supply PlanningSpans All Planning Time Horizons and Levels of Detail

Operational(Short Term)

Tactical(Mid Term)

Strategic (Long Term)

Det

aile

dS

um

mar

y

Collaborative Planning

Predictive Trade PlanningPredictive Trade Planning

Sales and Operations PlanningSales and Operations Planning

Demand ManagementDemand Management

Network DesignNetwork Design NumetrixNumetrix

NumetriNumetrixx

Production SchedulingProduction Scheduling

Distribution Planning

Supply Chain Planning

Inventory Optimization

Global Order Promising


Real-Time Sales & Operations PlanningShape Demand: Drive Supply and Demand Balancing Decisions

Shift from Reactive to Real-Time Proactive• Combine demand, supply, product, and management

reviews into a single, collaborative process

• Monitor KPIs to drive continuous improvement

• Collaborate internally & externally via web-based portal

Profitably Balance Supply, Demand & Budgets• Examine throughput on the most critically constrained

resources or suppliers, and profitability by product family

• Determine allocations by trading off service levels and cost

Shape and React to Demand• Shape demand by managing product introductions and

sales incentives / promotions

• Adjust demand / supply plans as conditions change

Sense

Shape

Respond

Management Review

ProductReview

DemandReview

SupplyReview

Execute / Measure

S&OP Process


Consumer Packaged Goods

Consumer Durables

High Tech / Industrial

Retail

Media and Entertainment

Medical Devices

Some Marquee Demantra Customers…


COMPANY OVERVIEW• Leading provider of cordless phones

and electronic toys• $1 billion in revenues, operating

worldwide• Has a presence in 10 countries,

including research and development centers in Canada, Hong Kong, and mainland China

CHALLENGES / OPPORTUNITIES• Improve service levels and on-shelf

availability of products at large retailers in order to increase revenues

• Keep inventory levels and logistics costs to a minimum

• Improve ability to predict sales volume

SOLUTION

• Demantra Real-Time Sales and Operations Planning

RESULTS• Increased order fill rate from 85% to

more than 95%• Increased inventory turns by 100%• Reduced price protection claims by 40%• Reduced logistics costs by 65%• Reduced retail compliance fines by 85%• Generates forecasts from customer

POS data • Went live with the first retailer in under

90 days


Continued Product Innovation Advanced Planning and Demand Management

• Deliver Demantra 7.3 and high tech enhancements

• Demand signal hub: “sales call of the future”

• Deliver simulation improvements–WebADI based UI for simple

mass edits–Data snapshot improvements

for simulation sets

• Deliver fast simulation engine with comprehensive mass edits

• Deliver embedded planning analytics phase 2

• Deliver key industry enhancements (competitive and customer issues)

• Deliver Demantra 7.2

• Deliver Demantra 7.2.1 core enhancements

• Deliver planning hub with embedded analytics

• Deliver EBS 12.FP service parts planning

• Deliver process planning industry enhancements



AIA-Based Integration PlansPIPs for E-Business Suite, JDE EnterpriseOne, and G-Log

Completed

Available

Now

CY 2008

• Demantra DM Integration to EBS 11i10

• Demantra DM Integration to JDE E1 8.12

• PS and SNO to EBS 11i10

• Deliver Demantra 7.2 S&OP and DM integration for EBS 12

• Deliver Demantra 7.2 PTP/O and DM integration for JDE E1 8.12

• Deliver PS and SNO integration for EBS 12

• Deliver PS and SNO v2 integration

• Deliver APS-OTM integration

• Deliver Demantra PTP/O integration for Siebel



Near Term


• 11 G FMW integration

• UPK training content

• Identity management and database vault integration

• Support 11g RDBMS

• Web center integration

• BPEL integration

Longer Term


Demantra Uniform User ExperienceExample: Collaborator Workbench

Pre-integration Pre-integration DemantraDemantra

Post-integration Post-integration DemantraDemantra


Uniform Application Administration

DemantraDemantraDemand Demand

ManagementManagement

Oracle AdvancedOracle AdvancedSupply ChainSupply Chain

PlanningPlanning


Agenda



• Summary


Enterprise Product Lifecycle Mgmt (PLM)

NewProduct

Intro

ProductInnovation

Order to Fulfill• Manage enterprise product record

• Integrate PLM processes, e.g. Capture voice of customer via CRM Link supply chain constraints to

design & sourcing decisions (DFX) Make better product decisions using

demand forecast, resourceconstraints, plant / supply variations

…Delivers Increased Value Reduced time, cost, quality leakage More predictable innovation Reduced supply chain disruption Increased customer satisfaction Reduced IT costs

Common Information, IntegratedProcesses & Better Decisions…


Enterprise Product Lifecycle Mgmt (PLM) Comprehensive Product Offerings for Multiple Industries

• Document viewing without original authoring application

• Drawing markup / redlining

• Model simulation and virtual prototyping of products and assemblies

• Formulation, specification and BOM management

• Quality, safety, and compliance throughout product development and the supply chain

• Product portfolio management for optimal product selection

• Product-based collaboration, both internally & across supply chain

• Built-in quality and cost management

• Engr data management for complex configurations

• Also appropriate for small & medium businesses

• Industry-specific PLM solutions are built from core Agile products


Agile &Oracle

Customers

Agile &SAP

Customers

Some Agile Customers…


Continued Product InnovationAgile Product Lifecycle Management

• Language support (Chinese)

• Industrial mfg solution (e6-A9 integration)

• Module enhancements• e6.1 release• Portfolio integration (PPM

to Prodika) • Customer needs mgmt /

ideation• New industry solutions

• 9.2.2 SLA support• Module enhancements

- 3D CAD viewing data model

- CAD PLM API (design publish)

• Language support (Japanese)

Agile PLM (formerly A9 & e6)

Agile PLM for Process (formerly Prodika)

• F&B: Formulation• Private label: Trade

item collaboration• PIM data syndication• Document mgmt

• F&B: Formula optimization

• Supplier collaboration

• F&B: Formulation, nutrition management, labeling

• Spec management • Security Enhancements



AIA-Based Integration PlansPIPs for EBS, Siebel, JD Edwards, PeopleSoft , and Demantra

• Agile Product Collaboration to E-Business Suite (Items, BOM & ENG)

• Agile Product Collaboration to PIM Data Hub (Phase 1)

• Agile Product Cost Mgmt to E-Business Suite (Sourcing & Quality)

• Agile Product Collaboration to PIM Data Hub (Phase 2), JDE EnterpriseOne Mfg, PSFT Enterprise Supply Chain Mgmt, SAP

• Agile Product Portfolio Mgmt to E-Business Suite Projects

• Agile Product Collab to Siebel Sales, Quote & Order Capture

• Agile Product Quality Management to Siebel Service

• Agile Product Collab to Demantra Real-Time S&OP

• Agile PLM for Process (Prodika) to E-Business Suite (Process Mfg), JDE EnterpriseOne and SAP


Near Term


• Web services framework & API

• Stellent and Oracle Vault

• BPEL – workflow

• Portlets JSR 168 compliance

• Oracle UI branding

• Secure Enterprise Search

• SSO solution

• Replace 3rd party analytics components

• Enterprise Manager


Longer Term

• Analytics


• Stellent and Oracle Vault

• Web center integration

• Oracle UI branding

• SSO solution

• Oracle database

• BI Publisher

Agile PLM(formerlyA9 & e6)

Agile PLMfor Process

(formerlyProdika)


Agenda



• Summary


Oracle’s Winning StrategyTransforming Traditional Supply Chains to Information-Driven Value Chains – Today!

Best-of breed capabilities combined with continued product innovation

Out-of-the-box sustainable integrations, using Oracle’s AIA infrastructure

Reduced total cost of ownership and risk, leveraging Oracle technology, product, and market ecosystem

ProductLifecycle Mgmt

TransportationManagement

Demand Mgmtand Planning

NumetriNumetrixx

Hyperion

Performance Management


Documents

Oracle Roadmap for Applications Achieving Enterprise Transformation with Oracle’s Best-in-Class “Edge” Solutions Rick Jewell Senior Vice President, Applications